Civic Intelligence

Upper Pinellas County Dental Society Inc.

990EZ • Fiscal year 2024 • EIN 59-1693383

Jun 01, 2023 to May 31, 2024 • Filed on Mar 05, 2024

Organization ProfileWWW.UPCDA.ORG
1114 Kyle Wood LaneBrandon, FL 33511

(813) 654-2500

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

25th percentile

-18%

Faster asset growth than 25% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

18%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$69,318

Down $15,406 (-18%) from 2023

Net Assets

$69,318

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Up

$61,300

Up $9,437 (+18%) from 2023

Expenses

Down

$76,705

Down $1,978 (-2.5%) from 2023

Net Income

Up

-$15,405

Up $11,415 (+43%) 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: $84,724Liabilities 2023: $02023Assets 2024: $69,318Net Assets 2024: $69,3182024Assets 2025: $55,326Liabilities 2025: $1,500Net Assets 2025: $53,8262025

Highlighted filing

2024

Assets$69,318
Liabilities-
Net Assets$69,318
Open 2024 Filing

Operations Trend

Revenue Growth67th 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

2024

Revenue$61,300
Expenses$76,705
Net Income-$15,405
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Mar 5, 2024
Return Version
2023v6.0
Gross Receipts
$93,825
Mission and Program Overview

Mission

Education regarding dentistry, dentistry procedures and oral health care.

Education reqarding dentistry, dentistry procedures and oral health care

Program Services

DescriptionGrantsExpenses
PROFESSIONAL EDUCATION, NEWLETTERS, SEMINARS AND PUBLIC HEALTH EDUCATION-$58,153
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR GREG FILIONPresident-$0--
DR SCOTT FOLINOPresident El-$0--
DR SANJIE JACKSONVP-$0--
DR NICOLE HERNANDEZSecretary-$0--
DR LARISA KUSHNIRCouncil At L-$0--
DR DAISY FATJOFormer Treas-$0--
DR KAYANNA BECKMANNMembership C-$0--
DR SHIVA SOLEMANICurrent Trea-$0--
Filing and Contact Details

Filer

Filer Name
Upper Pinellas County Dental
EIN
59-1693383
Address
1114 KYLE WOOD LANE, BRANDON, FL 33511

Signing Officer

Name
Dr Shiva Solemani
Title
Current Treas
Signed
2024-03-05

Preparer

Firm
Laplant & Rainey CPA Pa
Address
201 EAST KENNEDY SUITE 715, TAMPA, FL 33602
Preparer
Marjorie N Rainey
Phone
8132292090
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses supplies 2,046 website 66 general office 869 27,587 board meetings 251 204 qb fees 779 programming - events 21,957 credit card processing 1,780 other expenses 89 bank service charges 175 total 55,803”

Form 990-ez, Part II, Line 24

“3,157 3,157 less accumulated depreciation 3,157 3,157 total 0 0”

Raw XML Appendix141 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/PersonNm0LISSETTE ZUKNICK
IRS990EZ/BooksInCareOfDetail/PhoneNum08136542500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01114 KYLEWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRANDON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd033511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt084723
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt069318
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt032525
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15405
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt018552
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084723
IRS990EZ/Form990TotalAssetsGrp/EOYAmt069318
IRS990EZ/GainOrLossFromSaleOfAssetsAmt05196
IRS990EZ/GrossReceiptsAmt093825
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02234
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt034931
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084723
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069318
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084723
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069318
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR GREG FILION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DR SCOTT FOLINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR SANJIE JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR NICOLE HERNANDEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DR LARISA KUSHNIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DR DAISY FATJO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DR KAYANNA BECKMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DR SHIVA SOLEMANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4COUNCIL AT L
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5FORMER TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CURRENT TREA
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055803
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION REQARDING DENTISTRY, DENTISTRY PROCEDURES AND ORAL HEALTH CARE
IRS990EZ/ProgramServiceRevenueAmt018939
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROFESSIONAL EDUCATION, NEWLETTERS, SEMINARS AND PUBLIC HEALTH EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058153
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02350
IRS990EZ/SaleOfAssetsGrossAmt037721
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt076705
IRS990EZ/TotalProgramServiceExpensesAmt058153
IRS990EZ/TotalRevenueAmt061300
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0WWW.UPCDA.ORG
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02234
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02234
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt053870
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt053870
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02234
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02234
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96020
IRS990ScheduleA/PublicSupportTotal509Amt053870
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053870
IRS990ScheduleA/Total509Grp/TotalAmt053870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056104
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt056104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SUPPLIES 2,046 WEBSITE 66 GENERAL OFFICE 869 27,587 BOARD MEETINGS 251 204 QB FEES 779 PROGRAMMING - EVENTS 21,957 CREDIT CARD PROCESSING 1,780 OTHER EXPENSES 89 BANK SERVICE CHARGES 175 TOTAL 55,803
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13,157 3,157 LESS ACCUMULATED DEPRECIATION 3,157 3,157 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DR SHIVA SOLEMANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CURRENT TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER PINELLAS COUNTY DENTAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0591693383
ReturnHeader/Filer/USAddress/AddressLine1Txt01114 KYLE WOOD LANE
ReturnHeader/Filer/USAddress/CityNm0BRANDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033511
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271320570
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAPLANT & RAINEY CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 EAST KENNEDY SUITE 715
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033602
ReturnHeader/PreparerPersonGrp/PhoneNum08132292090
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE N RAINEY
ReturnHeader/ReturnTs02025-04-08T14:29:25-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,318
Liabilities
-
Net assets
$69,318
Revenue
$61,300
Expenses
$76,705
Net income
-$15,405
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
2024Detailed filing. Detailed filing data is available for this year.$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
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