Civic Intelligence

East Coast District Dental Society Inc DBA Sfdda

EIN 59-0806565 • 501(c)6 • Coral Gables, FL

Profile

The organization was set up to provide licensed dentists quality continuing education in the area of oral health care. Provide dental care conferences to over 1500

420 S Dixie HighwayCoral Gables, FL 33134

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.04x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Net Margin

18th percentile

-9.6%

Higher net margin than 18% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

70th percentile

$99,569

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2023

Asset Growth

28th percentile

-4.4%

Faster asset growth than 28% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-12%

Faster revenue growth than 15% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$555,713

Down $25,418 (-4.4%) from 2022

Liabilities

Up

$13,319

Up $9,053 (+212%) from 2022

Net Assets

Down

$542,394

Down $34,471 (-6.0%) from 2022

Revenue

Down

$296,916

Down $41,088 (-12%) from 2022

Expenses

Up

$325,295

Up $10,953 (+3.5%) from 2022

Net Income

Down

-$28,379

Down $52,041 (-220%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $530,996Liabilities 2012: $9,536Net Assets 2012: $521,4602012Assets 2013: $536,344Liabilities 2013: $16,471Net Assets 2013: $519,8732013Assets 2014: $538,095Liabilities 2014: $13,260Net Assets 2014: $524,8352014Assets 2015: $486,759Liabilities 2015: $14,908Net Assets 2015: $471,8512015Assets 2016: $457,933Liabilities 2016: $22,885Net Assets 2016: $435,0482016Assets 2017: $453,705Liabilities 2017: $9,685Net Assets 2017: $444,0202017Assets 2018: $462,671Liabilities 2018: $10,071Net Assets 2018: $452,6002018Assets 2019: $545,278Liabilities 2019: $16,673Net Assets 2019: $528,6052019Assets 2020: $546,323Liabilities 2020: $12,261Net Assets 2020: $534,0622020Assets 2021: $606,145Liabilities 2021: $53,042Net Assets 2021: $553,1032021Assets 2022: $581,131Liabilities 2022: $4,266Net Assets 2022: $576,8652022Assets 2023: $555,713Liabilities 2023: $13,319Net Assets 2023: $542,3942023

Highlighted filing

2023

Assets$555,713
Liabilities$13,319
Net Assets$542,394

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2012: $353,770Expenses 2012: $401,984Net Income 2012: -$48,2142012Revenue 2013: $329,782Expenses 2013: $328,869Net Income 2013: $9132013Revenue 2014: $327,808Expenses 2014: $322,846Net Income 2014: $4,9622014Revenue 2015: $243,616Expenses 2015: $296,599Net Income 2015: -$52,9832015Revenue 2016: $237,456Expenses 2016: $274,259Net Income 2016: -$36,8032016Revenue 2017: $318,600Expenses 2017: $309,628Net Income 2017: $8,9722017Revenue 2018: $300,090Expenses 2018: $291,511Net Income 2018: $8,5792018Revenue 2019: $307,872Expenses 2019: $305,460Net Income 2019: $2,4122019Revenue 2020: $280,623Expenses 2020: $287,593Net Income 2020: -$6,9702020Revenue 2021: $278,643Expenses 2021: $257,843Net Income 2021: $20,8002021Revenue 2022: $338,004Expenses 2022: $314,342Net Income 2022: $23,6622022Revenue 2023: $296,916Expenses 2023: $325,295Net Income 2023: -$28,3792023

Highlighted filing

2023

Revenue$296,916
Expenses$325,295
Net Income-$28,379

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$296,916
Mission and Program Overview

Mission

The organization was set up to provide licensed dentists quality continuing education in the area of oral health care. Provide dental care conferences to over 1500

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$525,680$500,759▼ $24,921
Land, Buildings, and Equipment, Net$55,451$53,954▼ $1,497
Accounts Receivable$0$1,000▲ $1,000
Total Assets$581,131$555,713▼ $25,418
Liabilities
Accounts Payable and Accrued Expenses$4,266$13,319▲ $9,053
Total Liabilities$4,266$13,319▲ $9,053
Net Assets / Fund Balance
Net Assets With Donor Restrictions$377,095$342,624▼ $34,471
Net Assets Without Donor Restrictions$199,770$199,770→ $0
Total Net Assets Fund Balance$576,865$542,394▼ $34,471
Total Liabilities and Net Assets / Fund Balance$581,131$555,713▼ $25,418

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,594$90,067$0
Land$27,317-$0
Equipment$0$158,510$0
Leasehold Improvements$16,043$14,733$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Yolanda MarreroExecutive DirectorFT$99,569$99,569

Board Members and Trustees

NameTitle
Joseph PechterImmediate Past President
Enrique MullerPresident
Oscar PegueroPresident Elect
Mariana VelazquezSecretary
Orlando DominguezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$214,436
Program Service Revenue
$80,885
Investment Income
$1,595
Other Revenue
$0
All Other Contributions
$41,402
Change in Net Assets
$-28,379

Audited Revenue Reconciliation

Revenue per Audited Statements
$296,916
Total Revenue per Audited Statements
$296,916
Total Revenue per Form 990
$296,916
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$203,754
Other Expenses$121,541
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$0$99,569$0$99,569
Other Salaries and Wages$0$65,081$0$65,081
All Other Expenses$36,379$18,168$0$54,547
Occupancy$0$24,137$0$24,137
Other Employee Benefits$0$23,249$0$23,249
Payroll Taxes$0$12,764$0$12,764
Conferences and Meetings$0$12,003$0$12,003
Fees for Services Legal$0$6,210$0$6,210
Insurance$0$5,451$0$5,451
Fees for Services Accounting$0$5,200$0$5,200
Pension Plan Contributions$0$3,091$0$3,091
Depreciation Depletion$0$1,498$0$1,498
Office Expenses$0$1,195$0$1,195
Other Expenses$0$502$0$502
Total Functional Expenses$36,379$288,916$0$325,295

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$325,295
Total Expenses per Audited Statements$325,295
Total Expenses per Form 990$325,295
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
EAST COAST DISTRICT DENTAL SOCIETY INC dba SFDDA
EIN
59-0806565
Phone
3056673647
Address
420 S DIXIE HIGHWAY, CORAL GABLES, FL 33134

Signing Officer

Name
Yolanda Marrero
Title
Executive Director
Phone
3056673647
Signed
2023-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yolanda Marrero
Formed
1922
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
0

Preparer

Firm
Rolando E Leiva CPA Pa
Address
7400 SW 50th TERRACE SUITE 302, MIAMI, FL 33155
Preparer
Rolando Leiva CPA
Phone
3056631511
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Members are dentists that pay annual dues

Pt VI, Line 7A

Members of affiliates elect the Executive Council.

Pt VI, Line 11B

The Organization furnishes its 990 to the BOD via email pdf attachment and via hard copy.

Pt VI, Line 12C

Each year the executive council renews conflict of interest policy.

Pt VI, Line 15A

Compensation for Exec Director is determined by Executive Council.

Pt VI, Line 19

The Organization states on web site that governing docs, conflict of interest docs are available upon request.

Pt VI, Line 10B

The Organization is affiliated with SFDDA. Extensive bylaws and written policies exist.

Pt VI, Line 7B

All decisions of governing body are voted on by the BOD

Form 990, Part IX, Line 24E

Cards, flowers, memorials 764. 0. 764. 0.

Form 990, Part IX, Line 24E

Continuing Education 36379. 36379. 0. 0.

Form 990, Part IX, Line 24E

Newsletter 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Postage & Delivery 436. 0. 436. 0.

Form 990, Part IX, Line 24E

Membership Activities and Services 4821. 0. 4821. 0.

Form 990, Part IX, Line 24E

Telephone 2765. 0. 2765. 0.

Form 990, Part IX, Line 24E

Software Subscriptions 9222. 0. 9222. 0.

Form 990, Part IX, Line 24E

Intuit Payroll Fees 160. 0. 160. 0.

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IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt00
IRS990/OtherExpensesGrp/TotalAmt15020
IRS990/OtherExpensesGrp/TotalAmt25778
IRS990/OtherExpensesGrp/TotalAmt3502
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt065081
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt065081
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012764
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt012764
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03091
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt03091
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0YOLANDA MARRERO
IRS990/PriorPeriodAdjustmentsAmt0-6092
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541800
IRS990/ProgramServiceRevenueGrp/BusinessCd1525990
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0NEWSLETTER
IRS990/ProgramServiceRevenueGrp/Desc1INSURANCE & CC REVENUE SHARING
IRS990/ProgramServiceRevenueGrp/Desc2CONTINUING EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc3MEETING AND EXPOSITIONS
IRS990/ProgramServiceRevenueGrp/Desc4Mailing list
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08945
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt143800
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt228140
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt30
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt40
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt08945
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt143800
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt40
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTINUING EDUCATION - PROVIDE QUALITY LOW COST EDUCATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt036379
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt028140
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0227554
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0341
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0121637
IRS990/PYOtherRevenueAmt035747
IRS990/PYProgramServiceRevenueAmt074362
IRS990/PYRevenuesLessExpensesAmt023662
IRS990/PYSalariesCompEmpBnftPaidAmt0192705
IRS990/PYTotalExpensesAmt0314342
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0338004
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-28379
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08945
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt010594
IRS990ScheduleD/BuildingsGrp/DepreciationAmt090067
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0100661
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0158510
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0158510
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0325295
IRS990ScheduleD/LandGrp/BookValueAmt027317
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt027317
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt016043
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt014733
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt030776
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/RevenueSubtotalAmt0296916
IRS990ScheduleD/TotalBookValueLandBuildingsAmt053954
IRS990ScheduleD/TotalExpensesPerForm990Amt0325295
IRS990ScheduleD/TotalRevenuePerForm990Amt0296916
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0296916
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0325295
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members are dentists that pay annual dues
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members of affiliates elect the Executive Council.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization furnishes its 990 to the BOD via email pdf attachment and via hard copy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each year the executive council renews conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Compensation for Exec Director is determined by Executive Council.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Organization states on web site that governing docs, conflict of interest docs are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Organization is affiliated with SFDDA. Extensive bylaws and written policies exist.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7All decisions of governing body are voted on by the BOD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Cards, flowers, memorials 764. 0. 764. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Continuing Education 36379. 36379. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Newsletter 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Postage & Delivery 436. 0. 436. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Membership Activities and Services 4821. 0. 4821. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Telephone 2765. 0. 2765. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Software Subscriptions 9222. 0. 9222. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Intuit Payroll Fees 160. 0. 160. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19

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