Civic Intelligence

Santa Clara County Dental Society

EIN 94-1475235 • 501(c)6 • San Jose, CA

Profile

The mission of the santa clara county dental society is to assist our member dentists with their practice needs and to improve the oral health of our community.

1485 Park AvenueSan Jose, CA 95126

www.sccds.org

Siviq Scores

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

Liabilities / Assets

39th percentile

0.08x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.20x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

21st percentile

-4.7%

Higher net margin than 21% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$211,334

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

39th percentile

1.8%

Faster asset growth than 39% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,045,376

Up $53,254 (+1.8%) from 2023

Liabilities

Up

$246,885

Up $56,873 (+30%) from 2023

Net Assets

Down

$2,798,491

Down $3,619 (-0.1%) from 2023

Revenue

Up

$1,230,687

Up $179,062 (+17%) from 2023

Expenses

Up

$1,288,174

Up $284,501 (+28%) from 2023

Net Income

Down

-$57,487

Down $105,439 (-220%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,385,014Liabilities 2011: $753,506Net Assets 2011: $1,631,5082011Assets 2012: $2,590,997Liabilities 2012: $744,617Net Assets 2012: $1,846,3802012Assets 2013: $2,904,475Liabilities 2013: $776,628Net Assets 2013: $2,127,8472013Assets 2014: $2,961,010Liabilities 2014: $771,577Net Assets 2014: $2,189,4332014Assets 2015: $3,022,140Liabilities 2015: $768,907Net Assets 2015: $2,253,2332015Assets 2016: $2,990,219Liabilities 2016: $716,373Net Assets 2016: $2,273,8462016Assets 2017: $3,010,541Liabilities 2017: $686,513Net Assets 2017: $2,324,0282017Assets 2018: $2,962,685Liabilities 2018: $580,234Net Assets 2018: $2,382,4512018Assets 2019: $3,034,916Liabilities 2019: $534,391Net Assets 2019: $2,500,5252019Assets 2020: $3,146,277Liabilities 2020: $494,406Net Assets 2020: $2,651,8712020Assets 2021: $3,170,382Liabilities 2021: $303,814Net Assets 2021: $2,866,5682021Assets 2022: $2,918,124Liabilities 2022: $214,001Net Assets 2022: $2,704,1232022Assets 2023: $2,992,122Liabilities 2023: $190,012Net Assets 2023: $2,802,1102023Assets 2024: $3,045,376Liabilities 2024: $246,885Net Assets 2024: $2,798,4912024

Highlighted filing

2024

Assets$3,045,376
Liabilities$246,885
Net Assets$2,798,491

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $922,1462011Revenue 2012: $1,121,216Expenses 2012: $904,594Net Income 2012: $216,6222012Revenue 2013: $1,042,886Expenses 2013: $764,217Net Income 2013: $278,6692013Revenue 2014: $969,210Expenses 2014: $903,122Net Income 2014: $66,0882014Revenue 2015: $1,022,790Expenses 2015: $946,239Net Income 2015: $76,5512015Revenue 2016: $968,235Expenses 2016: $967,780Net Income 2016: $4552016Revenue 2017: $1,049,588Expenses 2017: $994,391Net Income 2017: $55,1972017Revenue 2018: $1,112,607Expenses 2018: $1,040,076Net Income 2018: $72,5312018Revenue 2019: $1,176,564Expenses 2019: $1,068,376Net Income 2019: $108,1882019Revenue 2020: $958,942Expenses 2020: $809,412Net Income 2020: $149,5302020Revenue 2021: $999,456Expenses 2021: $779,281Net Income 2021: $220,1752021Revenue 2022: $1,001,947Expenses 2022: $1,093,445Net Income 2022: -$91,4982022Revenue 2023: $1,051,625Expenses 2023: $1,003,673Net Income 2023: $47,9522023Revenue 2024: $1,230,687Expenses 2024: $1,288,174Net Income 2024: -$57,4872024

Highlighted filing

2024

Revenue$1,230,687
Expenses$1,288,174
Net Income-$57,487

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.25$2.80$1.23$1.29$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.99$0.19$2.80$1.05$1.00$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.21$2.70$1.00$1.09$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.30$2.87$1.00$0.78$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.15$0.49$2.65$0.96$0.81$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.03$0.53$2.50$1.18$1.07$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.96$0.58$2.38$1.11$1.04$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.01$0.69$2.32$1.05$0.99$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.99$0.72$2.27$0.97$0.97$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.02$0.77$2.25$1.02$0.95$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.96$0.77$2.19$0.97$0.90$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.90$0.78$2.13$1.04$0.76$0.28
2012Summary only. Only limited summary data is available for this year.$2.59$0.74$1.85$1.12$0.90$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.75$1.63$0.92
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$1,230,687
Mission and Program Overview

Mission

The mission of the santa clara county dental society is to serve its members in their practices and service to the public through innovations in education, advocacy and community outreach.

The mission of the santa clara county dental society is to assist our member dentists with their practice needs and to improve the oral health of our community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,881,245$1,914,261▲ $33,016
Investments in Publicly Traded Securities$655,975$652,844▼ $3,131
Savings and Temporary Cash Investments$220,300$240,946▲ $20,646
Cash and Non-Interest-Bearing Accounts$216,733$179,391▼ $37,342
Prepaid Expenses and Deferred Charges$16,709$36,113▲ $19,404
Accounts Receivable$1,159$21,821▲ $20,662
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,992,122$3,045,376▲ $53,254
Other Assets Total$1$0▼ $1
Liabilities
Deferred Revenue$113,623$193,323▲ $79,700
Mortgage Notes Payable Secured by Investment Property$58,352$45,805▼ $12,547
Accounts Payable and Accrued Expenses$18,037$7,757▼ $10,280
Total Liabilities$190,012$246,885▲ $56,873
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,792,795$2,789,176▼ $3,619
Net Assets With Donor Restrictions$9,315$9,315→ $0
Total Net Assets Fund Balance$2,802,110$2,798,491▼ $3,619
Total Liabilities and Net Assets / Fund Balance$2,992,122$3,045,376▲ $53,254

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,069,885$564,495$1,634,380
Land$712,090-$712,090
Leasehold Improvements$122,126$6,081$128,207
Other Land Buildings$8,856$89,760$98,616
Equipment$1,304$52,931$54,235
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shadi KanaanExecutive DirectorFT$187,985$23,349$211,334

Board Members and Trustees

NameTitle
Louis Tieu DDS MDPast President
Nima S Massoomi DDS MDPresident
Hieu N Dang DDSPresident -Elec
Shakalpi Pendurkar DDS MPHBcr
Nick M Nguyen DMDEditor/ Chief C
Frank Tran DDSMember at Large
Jennifer H Yau DDSMember at Large
John T Shen DDSMember at Large
Kay Rha DDSMember at Large
Kayhan Mashouf DDSMember at Large
Lourdes Abiog DMDMember at Large
Mamta V Desai DDSMember at Large
Priya Bakshi DDSMember at Large
Sara J Hamed-Negadhar DDSMember at Large
Troy Follmar DDSMember at Large
Victoria Furman DDSMember at Large
Monica H Wu DDSTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,223,041
Investment Income
$646
Other Revenue
$7,000
Change in Net Assets
$-57,487
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$743,686
Salaries, Compensation, and Employee Benefits$544,488
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$253,881
Current Officers, Directors, Trustees, and Key Employees---$211,334
Occupancy---$72,979
Office Expenses---$71,714
Advertising---$54,457
Depreciation Depletion---$53,414
Payroll Taxes---$36,889
Other Employee Benefits---$25,513
Fees for Services Other---$20,672
Pension Plan Contributions---$16,871
Insurance---$8,573
Conferences and Meetings---$6,772
Travel---$5,431
Fees for Services Accounting---$4,588
Other Expenses---$5
Total Functional Expenses$0$0$0$1,288,174
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
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization is a professional membership organization for dentists. The board of directors is comprised of members. Directors are elected by the membership-at-large at a general meeting after being nominated by a nominating committee.

Form 990, Part VI, Section A, Line 7A

The board of directors and officers are elected by members.

Form 990, Part VI, Section A, Line 7B

A nominating committee approved by the board and composed of members proposes officers and board members at large to the general membership for approval. Members also approve certain issues such as dues increases. Any decision of the board of directors may be revoked by a 2/3 majority affirmative vote of the society members present and voting at a regular or special meeting of the society, provided a copy of the decision in question and reason for its revocation is given to the membership not less than 15 days or more than 90 day in advance of the meeting.

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

The organization designates the finance committee to review the form 990. Then, the 990 is reviewed and approved by the board of directors before submittal.

Form 990, Part VI, Section B, Line 12C

Officers and directors are required to disclose interest that could give rise to conflicets whenever such events occur. Officers and directors sign a conflict of interest attestation at the beginning of each calendar year.

Form 990, Part VI, Section B, Line 15A

The executive director's compensation is determined by the board of directors. A performance review is conducted annually with a recommendation to the board for executive compensation for the following year done in november. Performance and industry average are major factors in determining the compensation. This was last done in november 2022 unpon the performance review for the executive director.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are made available only to members of the society. The 990 tax document is available for public inspection at the sccds office during business hours.

Filing and Contact Details

Filer

Filer Name
Santa Clara County Dental Society
EIN
94-1475235
Phone
4082891480
Address
1485 Park Avenue, San Jose, CA 95126

Signing Officer

Name
Shadi Kanaan
Title
Executive Director
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shadi Kanaan
Formed
1889
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
5
Volunteers
150

Preparer

Firm
Phillips Group Incorporated
Address
2300 E Katella Ave Suite 405, Anaheim, CA 92806
Preparer
Laura Phillips
Phone
7146672311
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IRS990/Form990PartVIISectionAGrp/PersonNm0Shadi Kanaan
IRS990/Form990PartVIISectionAGrp/PersonNm1Louis Tieu DDS MD
IRS990/Form990PartVIISectionAGrp/PersonNm2Nima S Massoomi DDS MD
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IRS990/Form990PartVIISectionAGrp/PersonNm4Monica H Wu DDS
IRS990/Form990PartVIISectionAGrp/PersonNm5Nick M Nguyen DMD
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