Civic Intelligence

American Dental Assistants Association

EIN 95-2258329 • 501(c)6 • Laguna Niguel, CA

Profile

Dental assistants education

PO Box 6862Laguna Niguel, CA 92607

n/A

Siviq Scores

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

Liabilities / Assets

66th percentile

0.03x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

77th percentile

0.10x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

76th percentile

16%

Higher net margin than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

64th percentile

5.9%

Faster asset growth than 64% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

-7.0%

Faster revenue growth than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$101,308

Up $5,647 (+5.9%) from 2021

Liabilities

Up

$3,396

Up $3,396 from 2021

Net Assets

Up

$97,912

Up $2,251 (+2.4%) from 2021

Operations
Liabilities / Revenue77th percentileNet Margin76th percentile

Revenue

Down

$34,453

Down $2,586 (-7.0%) from 2021

Expenses

Up

$29,098

Up $6,042 (+26%) from 2021

Net Income

Down

$5,355

Down $8,628 (-62%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$150K$100K$50K$0Assets 2012: $47,502Liabilities 2012: $02012Assets 2013: $64,133Liabilities 2013: $02013Assets 2014: $77,025Liabilities 2014: $02014Assets 2015: $73,038Liabilities 2015: $02015Assets 2016: $58,347Liabilities 2016: $02016Assets 2017: $61,185Liabilities 2017: $02017Assets 2018: $63,699Net Assets 2018: $63,6992018Assets 2019: $87,927Liabilities 2019: $8,828Net Assets 2019: $79,0992019Assets 2020: $83,824Liabilities 2020: $4,6042020Assets 2021: $95,661Liabilities 2021: $0Net Assets 2021: $95,6612021Assets 2022: $101,308Liabilities 2022: $3,396Net Assets 2022: $97,9122022

Highlighted filing

2022

Assets$101,308
Liabilities$3,396
Net Assets$97,912
Open 2022 Filing

Operations Trend

Revenue Growth39th percentile

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

$100K$50K$0-$50KRevenue 2012: $28,987Expenses 2012: $17,525Net Income 2012: $11,4622012Revenue 2013: $32,334Expenses 2013: $15,703Net Income 2013: $16,6312013Revenue 2014: $33,747Expenses 2014: $20,855Net Income 2014: $12,8922014Revenue 2015: $14,809Expenses 2015: $18,796Net Income 2015: -$3,9872015Revenue 2016: $12,253Expenses 2016: $26,944Net Income 2016: -$14,6912016Revenue 2017: $31,468Expenses 2017: $28,630Net Income 2017: $2,8382017Revenue 2018: $48,927Expenses 2018: $46,413Net Income 2018: $2,5142018Revenue 2019: $67,695Expenses 2019: $58,119Net Income 2019: $9,5762019Revenue 2020: $29,023Expenses 2020: $28,902Net Income 2020: $1212020Revenue 2021: $37,039Expenses 2021: $23,056Net Income 2021: $13,9832021Revenue 2022: $34,453Expenses 2022: $29,098Net Income 2022: $5,3552022

Highlighted filing

2022

Revenue$34,453
Expenses$29,098
Net Income$5,355
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,308
Liabilities
$3,396
Net assets
$97,912
Revenue
$34,453
Expenses
$29,098
Net income
$5,355
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.03$0.98$0.34$0.29$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.37$0.23$0.14
2020Summary only. Only limited summary data is available for this year.$0.84$0.05$0.29$0.29$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.09$0.79$0.68$0.58$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.64$0.49$0.46$0.03
2017Summary only. Only limited summary data is available for this year.$0.61$0.00$0.31$0.29$0.03
2016Summary only. Only limited summary data is available for this year.$0.58$0.00$0.12$0.27$0.15
2015Summary only. Only limited summary data is available for this year.$0.73$0.00$0.15$0.19$0.04
2014Summary only. Only limited summary data is available for this year.$0.77$0.00$0.34$0.21$0.13
2013Summary only. Only limited summary data is available for this year.$0.64$0.00$0.32$0.16$0.17
2012Summary only. Only limited summary data is available for this year.$0.48$0.00$0.29$0.18$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Mar 28, 2023
Return Version
2021v4.1
Gross Receipts
$34,453
Mission and Program Overview

Mission

Dental assistants education

Program Services

DescriptionGrantsExpenses
N/A--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KELLY LENNIER-THOMASPresidentPT$0--
CHRISTY BURTONFirst Vice President-$0--
JENNIFER BIERSCHBACHSecretary-$0--
SHARI BECKERImmediate Past President-$0--
SHARI BECKERCFO-$0--
Filing and Contact Details

Filer

Filer Name
American Dental Assistants Association
EIN
95-2258329
Phone
9512558512
Address
PO BOX 6862, LAGUNA NIGUEL, CA 92607

Signing Officer

Name
Kelly Lennier-thomas
Title
President
Phone
9512558512
Signed
2023-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Olympus Financial
Address
10604 N Trademark Pkwy Suite 300, RANCHO CUCAMONGA, CA 91730
Preparer
David Nicothodes
Phone
9099455100
Supplemental Narrative

Additional Explanations

Other

“SEE STATEMENTS”

Form 990EZ, Part I, Line 16

“CONFERENCES 12561.”

Form 990EZ, Part I, Line 16

“DUES/REBATES 2420.”

Form 990EZ, Part I, Line 16

“EDUCATION 0.”

Form 990EZ, Part I, Line 16

“GIFTS 300.”

Form 990EZ, Part I, Line 16

“INSURANCE 2077.”

Form 990EZ, Part I, Line 16

“Merchant processing fees 6.”

Form 990EZ, Part I, Line 16

“OFFICE SUPPLIES 205.”

Form 990EZ, Part I, Line 16

“TAXES 10.”

Form 990EZ, Part I, Line 16

“WEB SERVICE FEE 1141.”

Form 990EZ, Part I, Line 16

“POST BOX RENTAL 318.”

Form 990EZ, Part I, Line 16

“GOVT.RELATIONS 3686.”

Form 990EZ, Part I, Line 16

“MEMBERSHIP 847.”

Form 990EZ, Part I, Line 16

“BANK SERVICE CHARGES 30.”

Form 990EZ, Part I, Line 20

“Unrealized loss (ameritrade) -3104.”

Form 990EZ, Part II, Line 24

“Td ameritrade 41883. 71784.”

Form 990EZ, Part II, Line 24

“DEPOSIT IN TRANSIT 1885.”

Form 990EZ, Part II, Line 26

“OUTSTANDING CHECKS 0. 0.”

Form 990EZ, Part II, Line 26

“ACCOUNTS PAYABLE 3396.”

Raw XML Appendix165 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/PersonNm0CLAUDIA POHL
IRS990EZ/BooksInCareOfDetail/PhoneNum09512558512
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 9411
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALTA LOMA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053778
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027639
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0575
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05355
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05468
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095661
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101308
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt034453
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014068
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095661
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097912
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095661
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097912
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KELLY LENNIER-THOMAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTY BURTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JENNIFER BIERSCHBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHARI BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHARI BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FIRST VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt041883
IRS990EZ/OtherAssetsTotalDetail/EOYAmt073669
IRS990EZ/OtherChangesInNetAssetsAmt0-3104
IRS990EZ/OtherExpensesTotalAmt023601
IRS990EZ/PrimaryExemptPurposeTxt0DENTAL ASSISTANTS EDUCATION
IRS990EZ/PrintingPublicationsPostageAmt029
IRS990EZ/ProgramServiceRevenueAmt019807
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03396
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029098
IRS990EZ/TotalRevenueAmt034453
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SEE STATEMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFERENCES 12561.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUES/REBATES 2420.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATION 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GIFTS 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INSURANCE 2077.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MERCHANT PROCESSING FEES 6.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICE SUPPLIES 205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TAXES 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9WEB SERVICE FEE 1141.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10POST BOX RENTAL 318.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11GOVT.RELATIONS 3686.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12MEMBERSHIP 847.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BANK SERVICE CHARGES 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14UNREALIZED LOSS (AMERITRADE) -3104.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TD AMERITRADE 41883. 71784.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16DEPOSIT IN TRANSIT 1885.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17OUTSTANDING CHECKS 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18ACCOUNTS PAYABLE 3396.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY LENNIER-THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09512558512
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMERICAN DENTAL ASSISTANTS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0952258329
ReturnHeader/Filer/PhoneNum09512558512
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6862
ReturnHeader/Filer/USAddress/CityNm0LAGUNA NIGUEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274519632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Olympus Financial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010604 N Trademark Pkwy Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091730
ReturnHeader/PreparerPersonGrp/PhoneNum09099455100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Nicothodes
ReturnHeader/ReturnTs02023-05-15T11:11:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LENNIER-THOMAS
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

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