Civic Intelligence

Southeast Fl Aadom Chapter

EIN 82-4335813 • 501(c)6 • Delray Beach, FL

990-N Coverage

Profile

Educating dental office managers and staff utilizing roundtable discussions, panels and industry experts.

15340 Jog Road No 201Delray Beach, FL 33446

www.dentalmanagers.com

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

52%

Higher net margin than 95% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

90th percentile

40%

Faster asset growth than 90% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

20th percentile

-24%

Faster revenue growth than 20% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$11,286

Up $3,218 (+40%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Up

$11,286

Up $3,218 (+40%) from 2018

Revenue

Down

$6,238

Down $1,980 (-24%) from 2018

Expenses

Up

$3,020

Up $2,870 (+1913%) from 2018

Net Income

Down

$3,218

Down $4,850 (-60%) from 2018

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2018: $8,068Liabilities 2018: $0Net Assets 2018: $8,0682018Assets 2019: $11,286Liabilities 2019: $0Net Assets 2019: $11,2862019

Highlighted filing

2019

Assets$11,286
Liabilities$0
Net Assets$11,286

Operations Trend

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

$10K$5.0K$0Revenue 2018: $8,218Expenses 2018: $150Net Income 2018: $8,0682018Revenue 2019: $6,238Expenses 2019: $3,020Net Income 2019: $3,2182019

Highlighted filing

2019

Revenue$6,238
Expenses$3,020
Net Income$3,218

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 13, 2020
Return Version
2019v5.0
Gross Receipts
$6,238
Mission and Program Overview

Mission

Educating dental office managers and staff utilizing roundtable discussions, panels and industry experts.

The purpose of the organization is to educate dental office managers and staff on relevant industry issues and concerns.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$8,068$11,286▲ $3,218
Rtn Earn Endowment Incm Other Fnds$8,068$11,286▲ $3,218
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$8,068$11,286▲ $3,218
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,068$11,286▲ $3,218
Total Liabilities and Net Assets / Fund Balance$8,068$11,286▲ $3,218
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kelli Carter StallerPresident
Kathleen KendallVice President
Erika PusilloSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,213
Investment Income
$25
Other Revenue
$0
Change in Net Assets
$3,218
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,020
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting---$3,000
Other Expenses---$20
Total Functional Expenses$0$0$0$3,020
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
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A draft of the return is reviewed by the president and discussed with the preparer of the return. Changes are then made if necessary.

Form 990, Part VI, Section C, Line 19

Governing documents are available upon request

Filing and Contact Details

Filer

Filer Name
Southeast Fl Aadom Chapter
EIN
82-4335813
Phone
5614952099
Address
15340 JOG ROAD NO 201, DELRAY BEACH, FL 33446

Signing Officer

Name
Kelli Carter Staller
Title
President
Phone
5614952099
Signed
2020-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelli Carter Staller
Formed
2019
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Kaufman Rossin & Copa
Address
ONE TOWN CENTER ROAD SUITE 400, BOCA RATON, FL 33486
Preparer
Henry W Schade CPA
Phone
5613945100
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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