Civic Intelligence

Upper Pinellas County Dental Society Inc.

990EZ • Fiscal year 2023 • EIN 59-1693383

Jun 01, 2022 to May 31, 2023 • Filed on Feb 14, 2024

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

10th percentile

-52%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-18%

Faster asset growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

46th percentile

1.4%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$84,724

Flat from 2023

Net Assets

$84,724

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin10th percentile

Revenue

Flat

$51,863

Flat from 2023

Expenses

Flat

$78,683

Flat from 2023

Net Income

Flat

-$26,820

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth25th 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: $84,724Net Assets 2023: $84,7242023Assets 2023: $84,724Liabilities 2023: $02023Assets 2024: $69,318Net Assets 2024: $69,3182024Assets 2025: $55,326Liabilities 2025: $1,500Net Assets 2025: $53,8262025

Highlighted filing

2023

Assets$84,724
Liabilities-
Net Assets$84,724
Open 2023 Filing

Operations Trend

Revenue Growth46th 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 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

2023

Revenue$51,863
Expenses$78,683
Net Income-$26,820
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Feb 14, 2024
Return Version
2022v5.0
Gross Receipts
$57,984
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.-$78,683
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR NICOLE HERNANDEZCouncil Memb-$0--
DR GREG FILIONPresident-El-$0--
DR DAISY FATJOTreasurer-$0--
DR SCOTT FOLINOVice Preside-$0--
DR LAURA HABNERPresident-$0--
DR SANJIE JACKSONSecretary-$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 Daisy Fatjo
Title
Treasurer
Phone
7277898900
Signed
2024-02-14
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 brokerage fees 739 quickbooks fee 179 conferences & meetings 29,836 insurance 205 supplies 1,621 website 871 programing - events 18,008 credit card processing 1,589 other expense 30 bank service 25 total 53,103”

Raw XML Appendix154 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/BooksInCareOfDetail/PersonNm0DR DAISY FATJO
IRS990EZ/BooksInCareOfDetail/PhoneNum07277898900
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02605 KEYSTONE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TARPON SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111544
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084724
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt06121
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-26820
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02950
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111544
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084724
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-345
IRS990EZ/GrossReceiptsAmt057984
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01698
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt039090
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111544
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084724
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111544
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084724
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR NICOLE HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR GREG FILION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR DAISY FATJO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR SCOTT FOLINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR LAURA HABNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DR SANJIE JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0COUNCIL MEMB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt053103
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION REGARDING DENTISTRY, DENTISTRY PROCEDURES AND ORAL HEALTH CARE.
IRS990EZ/PrintingPublicationsPostageAmt0322
IRS990EZ/ProgramServiceRevenueAmt011420
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROFESSIONAL EDUCATION, NEWSLETTERS, SEMINARS AND PUBLIC HEALTH EDUCATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt078683
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022308
IRS990EZ/SaleOfAssetsGrossAmt05776
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078683
IRS990EZ/TotalProgramServiceExpensesAmt078683
IRS990EZ/TotalRevenueAmt051863
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UPCDA.ORG
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01698
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0723
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01478
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01670
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05569
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt050510
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt046530
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt033695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt036760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0167495
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt015217
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt014783
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt030000
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01698
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0723
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01478
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01670
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05569
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97260
IRS990ScheduleA/PublicSupportPY509Pct00.97220
IRS990ScheduleA/PublicSupportTotal509Amt0197495
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt050510
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046530
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt048912
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt051543
IRS990ScheduleA/Total509Grp/TotalAmt0197495
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt052208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt047253
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt050390
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt053213
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0203064
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BROKERAGE FEES 739 QUICKBOOKS FEE 179 CONFERENCES & MEETINGS 29,836 INSURANCE 205 SUPPLIES 1,621 WEBSITE 871 PROGRAMING - EVENTS 18,008 CREDIT CARD PROCESSING 1,589 OTHER EXPENSE 30 BANK SERVICE 25 TOTAL 53,103
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR DAISY FATJO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07277898900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-14
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERA HAAS
ReturnHeader/ReturnTs02024-04-15T11:06:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PITTS
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,724
Liabilities
-
Net assets
$84,724
Revenue
$51,863
Expenses
$78,683
Net income
-$26,820
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
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.52$0.79$0.27
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
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