Civic Intelligence

Upper Pinellas County Dental Society Inc.

990EZ • Fiscal year 2021 • EIN 59-1693383

Jun 01, 2020 to May 31, 2021 • Filed on Apr 15, 2022

Organization ProfileWWW.UPCDA.ORG
2605 Keystone RdTarpon Springs, FL 34688

(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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

70th percentile

25%

Higher net margin than 70% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

57th percentile

11%

Faster asset growth than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

1.7%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$125,146

Up $12,834 (+11%) from 2020

Net Assets

$125,146

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin70th percentile

Revenue

Up

$50,469

Up $836 (+1.7%) from 2020

Expenses

Down

$37,635

Down $8,958 (-19%) from 2020

Net Income

Up

$12,834

Up $9,794 (+322%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2021

Assets$125,146
Liabilities-
Net Assets$125,146
Open 2021 Filing

Operations Trend

Revenue Growth48th 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

2021

Revenue$50,469
Expenses$37,635
Net Income$12,834
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Apr 15, 2022
Return Version
2020v4.0
Gross Receipts
$55,817
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.-$37,635
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR PHIL HEDGERPresident-$0--
DR GREG FILIONVice Preside-$0--
DR JAMES PITTSTreasurer-$0--
DR SCOTT FOLINOSecretary-$0--
DR LAURA HABNERPresident-El-$0--
DR SANJIE JACKSONCouncil At L-$0--
Filing and Contact Details

Filer

Filer Name
Upper Pinellas County Dental
EIN
59-1693383
Phone
7277898900
Address
2605 KEYSTONE RD, TARPON SPRINGS, FL 34688

Signing Officer

Name
Dr James Pitts
Title
Treasurer
Phone
7277898900
Signed
2022-04-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 625 office expense 1,349 quickbooks fee 326 conferences & meetings 9,356 insurance 409 telephone 410 brokerage fees 741 foreign tax paid 18 programing - events 95 credit card processing 1,748 other expense 1,192 total 16,269”

Raw XML Appendix169 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0DR PHIL HEDGER
CompensationExplanation/CompensationExplanationGrp/PersonNm1DR GREG FILION
CompensationExplanation/CompensationExplanationGrp/PersonNm2DR JAMES PITTS
CompensationExplanation/CompensationExplanationGrp/PersonNm3DR SCOTT FOLINO
CompensationExplanation/CompensationExplanationGrp/PersonNm4DR LAURA HABNER
CompensationExplanation/CompensationExplanationGrp/PersonNm5DR SANJIE JACKSON
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0DR JAMES PITTS
IRS990EZ/BooksInCareOfDetail/PhoneNum07277898900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 611
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRANDON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033509
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0112312
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125146
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt05348
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012834
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01425
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0112312
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125146
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03216
IRS990EZ/GrossReceiptsAmt055817
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0723
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt039825
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0112312
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125146
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0112312
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125146
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR PHIL HEDGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR GREG FILION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR JAMES PITTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR SCOTT FOLINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR LAURA HABNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DR SANJIE JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5COUNCIL AT L
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016269
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION REGARDING DENTISTRY, DENTISTRY PROCEDURES AND ORAL HEALTH CARE.
IRS990EZ/PrintingPublicationsPostageAmt0197
IRS990EZ/ProgramServiceRevenueAmt06705
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROFESSIONAL EDUCATION, NEWSLETTERS, SEMINARS AND PUBLIC HEALTH EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037635
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt019744
IRS990EZ/SaleOfAssetsGrossAmt08564
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037635
IRS990EZ/TotalProgramServiceExpensesAmt037635
IRS990EZ/TotalRevenueAmt050469
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UPCDA.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01750
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0723
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01478
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01670
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01729
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01281
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06881
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt046530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt036760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt035325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt041990
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0194300
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt015217
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt014783
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt011580
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt012035
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt053615
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0723
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01478
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01670
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01281
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06881
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97320
IRS990ScheduleA/PublicSupportPY509Pct00.96750
IRS990ScheduleA/PublicSupportTotal509Amt0249665
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt046530
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt048912
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt051543
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048655
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt054025
IRS990ScheduleA/Total509Grp/TotalAmt0249665
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt053213
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt050384
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt055306
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0256546
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 625 OFFICE EXPENSE 1,349 QUICKBOOKS FEE 326 CONFERENCES & MEETINGS 9,356 INSURANCE 409 TELEPHONE 410 BROKERAGE FEES 741 FOREIGN TAX PAID 18 PROGRAMING - EVENTS 95 CREDIT CARD PROCESSING 1,748 OTHER EXPENSE 1,192 TOTAL 16,269
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR JAMES PITTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07277898900
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER PINELLAS COUNTY DENTAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0591693383
ReturnHeader/Filer/PhoneNum07277898900
ReturnHeader/Filer/USAddress/AddressLine1Txt02605 KEYSTONE RD
ReturnHeader/Filer/USAddress/CityNm0TARPON SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034688
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/PreparationDt02022-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERA HAAS
ReturnHeader/ReturnTs02022-04-18T08:17:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PITTS
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,146
Liabilities
-
Net assets
$125,146
Revenue
$50,469
Expenses
$37,635
Net income
$12,834
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
2021Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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