Civic Intelligence

Multnomah Dental Society

990 • Fiscal year 2018 • EIN 93-6025192

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 02, 2018

10505 se 17THMilwaukie, OR 97222

(503) 513-5010

Siviq Scores

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

Liabilities / Assets

90th percentile

0.42x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.16x

Higher debt load relative to revenue than 83% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

60th percentile

6.3%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$76,965

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 44.8% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$63,785

Down $8,127 (-11%) from 2017

Net Assets

Up

$36,689

Up $10,843 (+42%) from 2017

Liabilities

Down

$27,096

Down $18,970 (-41%) from 2017

Revenue

Down

$171,854

Down $23,056 (-12%) from 2017

Expenses

Down

$161,011

Down $30,442 (-16%) from 2017

Net Income

Up

$10,843

Up $7,386 (+214%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2012: $123,058Liabilities 2012: $42,786Net Assets 2012: $80,2722012Assets 2013: $105,635Liabilities 2013: $47,915Net Assets 2013: $57,7202013Assets 2014: $87,929Liabilities 2014: $56,873Net Assets 2014: $31,0562014Assets 2015: $85,900Liabilities 2015: $59,868Net Assets 2015: $26,0322015Assets 2016: $73,924Liabilities 2016: -$8,031Net Assets 2016: $81,9552016Assets 2017: $71,912Liabilities 2017: $46,066Net Assets 2017: $25,8462017Assets 2018: $63,785Liabilities 2018: $27,096Net Assets 2018: $36,6892018Assets 2019: $30,187Liabilities 2019: $19,668Net Assets 2019: $10,5192019Assets 2020: $72,803Liabilities 2020: $15,457Net Assets 2020: $57,3462020Assets 2021: $37,196Liabilities 2021: $7,840Net Assets 2021: $29,3562021Assets 2022: $10,125Liabilities 2022: $10,125Net Assets 2022: $02022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $13,1022025

Highlighted filing

2018

Assets$63,785
Liabilities$27,096
Net Assets$36,689

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2012: $150,787Expenses 2012: $175,279Net Income 2012: -$24,4922012Expenses 2013: $163,9032013Revenue 2014: $156,409Expenses 2014: $188,839Net Income 2014: -$32,4302014Revenue 2015: $183,059Expenses 2015: $187,331Net Income 2015: -$4,2722015Revenue 2016: $186,883Expenses 2016: $180,603Net Income 2016: $6,2802016Revenue 2017: $194,910Expenses 2017: $191,453Net Income 2017: $3,4572017Revenue 2018: $171,854Expenses 2018: $161,011Net Income 2018: $10,8432018Revenue 2019: $154,002Expenses 2019: $180,172Net Income 2019: -$26,1702019Revenue 2020: $227,443Expenses 2020: $180,616Net Income 2020: $46,8272020Revenue 2021: $132,064Expenses 2021: $152,214Net Income 2021: -$20,1502021Revenue 2022: $121,105Expenses 2022: $133,274Net Income 2022: -$12,1692022Revenue 2023: $183,517Expenses 2023: $166,927Net Income 2023: $16,5902023Revenue 2024: $158,588Expenses 2024: $158,740Net Income 2024: -$1522024Revenue 2025: $139,689Expenses 2025: $126,587Net Income 2025: $13,1022025

Highlighted filing

2018

Revenue$171,854
Expenses$161,011
Net Income$10,843
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 2, 2018
Return Version
2017v2.3
Gross Receipts
$171,854
Mission and Program Overview

Mission

Elevate standards of dentistry

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$83,896$83,401▼ $495
Investments in Publicly Traded Securities$69,469$65,801▼ $3,668
Accounts Receivable$3,247$3,989▲ $742
Land, Buildings, and Equipment, Net$2,090--
Prepaid Expenses and Deferred Charges$1,953--
Cash and Non-Interest-Bearing Accounts$-4,847$-6,005▼ $1,158
Total Assets$71,912$63,785▼ $8,127
Liabilities
Deferred Revenue$40,181$23,808▼ $16,373
Accounts Payable and Accrued Expenses$3,550--
Other Liabilities$2,335$3,288▲ $953
Total Liabilities$46,066$27,096▼ $18,970
Net Assets / Fund Balance
Unrestricted Net Assets$25,846$36,689▲ $10,843
Total Net Assets Fund Balance$25,846$36,689▲ $10,843
Total Liabilities and Net Assets / Fund Balance$71,912$63,785▼ $8,127

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$3,895$3,895
Compensation and Service Providers

Employees

NameTitleBaseTotal
Lora MattsenExecutive Director$76,965$76,965

Board Members and Trustees

NameTitle
Reed HallPast President
Normund AuzinsPresident
Dennis NicolaVice President
Ben LivelyDirector
Daniel PetrisorDirector
Karl ShaoDirector
Octavia SwansonDirector
Thomas PollardDirector
Melissa BeadnellEditor
Deborah StruckmeierSectreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$71,493
Program Service Revenue
$69,586
Investment Income
$2,276
Other Revenue
$28,499
Change in Net Assets
$10,843
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$105,134
Other Expenses$53,057
Grants and Similar Amounts Paid$2,820
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$76,965
Other Salaries and Wages---$22,739
Occupancy---$14,400
Office Expenses---$5,819
Other Employee Benefits---$5,430
Other Expenses---$5,194
All Other Expenses-$3,374-$3,374
Grants to Domestic Orgs---$2,820
Conferences and Meetings---$2,762
Fees for Services Accounting---$2,300
Fees for Services Other-$2,255-$2,255
Insurance---$1,480
Advertising---$871
Information Technology---$580
Total Functional Expenses$0$5,629$0$161,011
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
Lobbying activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
State Income Tax$705
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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

Part VI Line 11B

Before it is filed with the irs

Part VI Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Multnomah Dental Society
EIN
93-6025192
In Care Of
% LORA MATTSEN
Phone
5035135010
Address
10505 se 17TH, MILWAUKIE, OR 97222

Signing Officer

Name
Lora Mattsen
Title
Director
Phone
5035135040
Signed
2018-10-02
Discuss with paid preparer
No

Organization Details

Principal Officer
Deborah Struckmeier
Formed
1964
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
2

Preparer

Firm
Sunny Tax Service LLC
Address
16690 SE MCLOUGHLIN BLVD, MILWAUKIE, OR 97267-4810
Preparer
Sunnymax E Effiong
Phone
5036542100
Supplemental Narrative

Additional Explanations

Part IX Line 11G

BANK CHARGES Total expenses - $2255.00 Program service expenses - $0.00 Mgmt and general expenses - $2255.00 Fundraising expenses - $0.00

Part IX Line 24E

SEI Total expenses - $254.00 Program service expenses - $0.00 Mgmt and general expenses - $254.00 Fundraising expenses - $0.00

Part IX Line 24E

ANSWERING SERVICE Total expenses - $2359.00 Program service expenses - $0.00 Mgmt and general expenses - $2359.00 Fundraising expenses - $0.00

Part IX Line 24E

OTHER TAXES/LICENSE Total expenses - $540.00 Program service expenses - $0.00 Mgmt and general expenses - $540.00 Fundraising expenses - $0.00

Part IX Line 24E

HOD REIMBURSEMENT Total expenses - $100.00 Program service expenses - $0.00 Mgmt and general expenses - $100.00 Fundraising expenses - $0.00

Part IX Line 24E

SENIOR SMILE SERVICE Total expenses - $121.00 Program service expenses - $0.00 Mgmt and general expenses - $121.00 Fundraising expenses - $0.00

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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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IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03895
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03895
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt02583
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0705
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0STATE INCOME TAX
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalLiabilityAmt03288
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BEFORE IT IS FILED WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES Total expenses - $2255.00 Program service expenses - $0.00 Mgmt and general expenses - $2255.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SEI Total expenses - $254.00 Program service expenses - $0.00 Mgmt and general expenses - $254.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANSWERING SERVICE Total expenses - $2359.00 Program service expenses - $0.00 Mgmt and general expenses - $2359.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER TAXES/LICENSE Total expenses - $540.00 Program service expenses - $0.00 Mgmt and general expenses - $540.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HOD REIMBURSEMENT Total expenses - $100.00 Program service expenses - $0.00 Mgmt and general expenses - $100.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SENIOR SMILE SERVICE Total expenses - $121.00 Program service expenses - $0.00 Mgmt and general expenses - $121.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part IX Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part IX Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt071912
IRS990/TotalAssetsEOYAmt063785
IRS990/TotalAssetsGrp/BOYAmt071912
IRS990/TotalAssetsGrp/EOYAmt063785
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt071493
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05629
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0161011
IRS990/TotalGrossUBIAmt038990
IRS990/TotalLiabilitiesBOYAmt046066
IRS990/TotalLiabilitiesEOYAmt027096
IRS990/TotalLiabilitiesGrp/BOYAmt046066
IRS990/TotalLiabilitiesGrp/EOYAmt027096
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt025846
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt036689
IRS990/TotalProgramServiceRevenueAmt069586
IRS990/TotalReportableCompFromOrgAmt076965
IRS990/TotalRevenueGrp/ExclusionAmt02276
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059095
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0171854
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt038990
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt071912
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt063785
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt025846
IRS990/UnrestrictedNetAssetsGrp/EOYAmt036689
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010505 SE 17TH
IRS990/USAddress/CityNm0MILWAUKIE
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097222
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.MULTNOMAHDENTAL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0LORA MATTSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05035135040
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MULTNOMAH DENTAL SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0MULT
ReturnHeader/Filer/EIN0936025192
ReturnHeader/Filer/InCareOfNm0% LORA MATTSEN
ReturnHeader/Filer/PhoneNum05035135010
ReturnHeader/Filer/USAddress/AddressLine1Txt010505 se 17TH
ReturnHeader/Filer/USAddress/CityNm0MILWAUKIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08F1C6A0A221BC65A308ADD0CC2FACC4C39BDAD81
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08F1C6A0A221BC65A308ADD0CC2FACC4C39BDAD81
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId093419420182758849180
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-10-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.67.209.44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201753964
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sunny Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016690 SE MCLOUGHLIN BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0972674810
ReturnHeader/PreparerPersonGrp/PhoneNum05036542100
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUNNYMAX E EFFIONG
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-02T12:56:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.13$1.40$1.27$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.59$1.59$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.84$1.67$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.00$1.21$1.33$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.08$0.29$1.32$1.52$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.15$0.57$2.27$1.81$0.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.20$0.11$1.54$1.80$0.26
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.27$0.37$1.72$1.61$0.11
2017Summary only. Only limited summary data is available for this year.$0.72$0.46$0.26$1.95$1.91$0.03
2016Summary only. Only limited summary data is available for this year.$0.74$0.08$0.82$1.87$1.81$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.60$0.26$1.83$1.87$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.57$0.31$1.56$1.89$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.48$0.58$1.64
2012Summary only. Only limited summary data is available for this year.$1.23$0.43$0.80$1.51$1.75$0.24