Civic Intelligence

Upper Pinellas County Dental Society Inc.

990EZ • Fiscal year 2017 • EIN 59-1693383

Jun 01, 2016 to May 31, 2017 • Filed on Oct 24, 2017

Organization ProfileWWW.UPCDA.ORG
PO Box 611Brandon, FL 33509

(727) 789-8900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

31st percentile

-4.3%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.6%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$106,832

Down $2,874 (-2.6%) from 2016

Net Assets

$106,832

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin31st percentile

Revenue

Down

$56,148

Down $7,166 (-11%) from 2016

Expenses

Up

$58,573

Up $10,634 (+22%) from 2016

Net Income

Down

-$2,425

Down $17,800 (-116%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $89,651Liabilities 2011: $326Net Assets 2011: $89,3252011Assets 2012: $86,413Liabilities 2012: $155Net Assets 2012: $86,2582012Assets 2013: $85,100Liabilities 2013: $202Net Assets 2013: $84,8982013Assets 2014: $84,743Liabilities 2014: $202Net Assets 2014: $84,5412014Assets 2015: $94,312Liabilities 2015: $430Net Assets 2015: $93,8822015Assets 2016: $109,706Liabilities 2016: $4492016Assets 2017: $106,832Net Assets 2017: $106,8322017Assets 2018: $105,950Net Assets 2018: $105,9502018Assets 2019: $109,273Net Assets 2019: $109,2732019Assets 2020: $112,312Liabilities 2020: $02020Assets 2021: $125,146Net Assets 2021: $125,1462021Assets 2023: $84,724Liabilities 2023: $02023Assets 2024: $69,318Net Assets 2024: $69,3182024Assets 2025: $55,326Liabilities 2025: $1,500Net Assets 2025: $53,8262025

Highlighted filing

2017

Assets$106,832
Liabilities-
Net Assets$106,832
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2011: $64,124Expenses 2011: $58,503Net Income 2011: $5,6212011Revenue 2012: $54,938Expenses 2012: $58,005Net Income 2012: -$3,0672012Revenue 2013: $55,573Expenses 2013: $56,933Net Income 2013: -$1,3602013Revenue 2014: $60,066Expenses 2014: $60,423Net Income 2014: -$3572014Revenue 2015: $65,419Expenses 2015: $56,078Net Income 2015: $9,3412015Revenue 2016: $63,314Expenses 2016: $47,939Net Income 2016: $15,3752016Revenue 2017: $56,148Expenses 2017: $58,573Net Income 2017: -$2,4252017Revenue 2018: $53,742Expenses 2018: $54,623Net Income 2018: -$8812018Revenue 2019: $55,418Expenses 2019: $52,096Net Income 2019: $3,3222019Revenue 2020: $49,633Expenses 2020: $46,593Net Income 2020: $3,0402020Revenue 2021: $50,469Expenses 2021: $37,635Net Income 2021: $12,8342021Revenue 2023: $51,863Expenses 2023: $78,683Net Income 2023: -$26,8202023Revenue 2024: $61,300Expenses 2024: $76,705Net Income 2024: -$15,4052024Revenue 2025: $60,363Expenses 2025: $75,855Net Income 2025: -$15,4922025

Highlighted filing

2017

Revenue$56,148
Expenses$58,573
Net Income-$2,425
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$61,944
Mission and Program Overview

Mission

Education regarding dentistry, dentistry procedures and oral health care.

Program Services

DescriptionGrantsExpenses
PROFESSIONAL EDUCATION, NEWSLETTERS, SEMINARS AND PUBLIC HEALTH EDUCATION.-$58,573
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE KOSTAKISPresident-$0--
DR JEMERY ALBERTVice Preside-$0--
DR KRISTIN BURCHTreasurer-$0--
DR JOSE LAZAROSecretary-$0--
DR JAMES DOERNERPresident-El-$0--
Filing and Contact Details

Filer

Filer Name
Upper Pinellas County Dental
EIN
59-1693383
Phone
7277898900
Address
PO BOX 611, BRANDON, FL 33509

Signing Officer

Name
Dr Kristin Burch
Title
Treasurer
Phone
7277898900
Signed
2017-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Spoor Bunch Franz
Address
877 EXECUTIVE CENTER DR W STE 100, SAINT PETERSBURG, FL 33702-2470
Preparer
R Michal Marston
Phone
7278889200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conferences & meetings 33,232 insurance 409 advertising 51 bank charges 98 licenses 61 telephone 746 website 540 brokerage fees 671 foreign tax paid 7 total 35,815”

Form 990-ez, Part II, Line 26

“Payroll taxes withheld 449 0”

Raw XML Appendix162 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0DR KRISTIN BURCH
IRS990EZ/BooksInCareOfDetail/PhoneNum07277898900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 611
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRANDON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033509
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0109706
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0106832
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt05796
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2425
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01784
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0109706
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0106832
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0842
IRS990EZ/GrossReceiptsAmt061944
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01281
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt041990
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0109257
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0106832
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0109257
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0106832
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GEORGE KOSTAKIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR JEMERY ALBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR KRISTIN BURCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR JOSE LAZARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR JAMES DOERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT-EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035815
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION REGARDING DENTISTRY, DENTISTRY PROCEDURES AND ORAL HEALTH CARE.
IRS990EZ/PrintingPublicationsPostageAmt01597
IRS990EZ/ProgramServiceRevenueAmt012035
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROFESSIONAL EDUCATION, NEWSLETTERS, SEMINARS AND PUBLIC HEALTH EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058573
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019377
IRS990EZ/SaleOfAssetsGrossAmt06638
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0449
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt058573
IRS990EZ/TotalProgramServiceExpensesAmt058573
IRS990EZ/TotalRevenueAmt056148
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UPCDA.ORG
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01281
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02699
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04087
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043295
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt042315
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043109
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt044208
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0214917
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt012035
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt017320
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt023074
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt016927
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt011318
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt080674
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01281
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02699
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04087
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98640
IRS990ScheduleA/PublicSupportPY509Pct00.99000
IRS990ScheduleA/PublicSupportTotal509Amt0295591
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt060615
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt065389
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt055526
IRS990ScheduleA/Total509Grp/TotalAmt0295591
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt055306
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt063314
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt065419
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt060066
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055573
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0299678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCES & MEETINGS 33,232 INSURANCE 409 ADVERTISING 51 BANK CHARGES 98 LICENSES 61 TELEPHONE 746 WEBSITE 540 BROKERAGE FEES 671 FOREIGN TAX PAID 7 TOTAL 35,815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PAYROLL TAXES WITHHELD 449 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR KRISTIN BURCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07277898900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER PINELLAS COUNTY DENTAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0591693383
ReturnHeader/Filer/PhoneNum07277898900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 611
ReturnHeader/Filer/USAddress/CityNm0BRANDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033509
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DBDC5F215377F142B0C269765FAB02C81709ECAF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId072619CA577254AFBA83C3AB55AC4A3463E46CB17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364818378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPOOR BUNCH FRANZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0877 EXECUTIVE CENTER DR W STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0337022470
ReturnHeader/PreparerPersonGrp/PhoneNum07278889200
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R MICHAL MARSTON
ReturnHeader/ReturnTs02017-11-09T14:00:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,832
Liabilities
-
Net assets
$106,832
Revenue
$56,148
Expenses
$58,573
Net income
-$2,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.55$0.02$0.54$0.60$0.76$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.69$0.61$0.77$0.15
2023Summary only. Only limited summary data is available for this year.$0.85$0.00$0.52$0.79$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$1.25$0.50$0.38$0.13
2020Summary only. Only limited summary data is available for this year.$1.12$0.00$0.50$0.47$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$1.09$0.55$0.52$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$1.06$0.54$0.55$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.56$0.59$0.02
2016Summary only. Only limited summary data is available for this year.$1.10$0.00$0.63$0.48$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.65$0.56$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.60$0.60$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.56$0.57$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.55$0.58$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.89$0.64$0.59$0.06