Fifth District Dental Society of the State of New York

Nonprofit profile at a glance

EIN
156024616
IRS 990 coverage
2020–2024
Forms available
Form 990 2024
Location
East Syracuse, NY, USA
Phone
3154349161
Rating
47
Verdict
MIXED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$366,967
Expenses
$434,973
Assets
$74,626
Liabilities
$27,348

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • AMY POZZI (EXECUTIVE DIRECTOR)
  • PATRICK MADDEN (PRESIDENT)
  • DONALD FLIHAN (PRESIDENT-ELECT)
  • MARC ENGLE (VICE-PRESIDENT)

Highest reported compensation

  • AMY POZZI (EXECUTIVE DIRECTOR): $127,243 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The fifth district dental society of the state of New York is a not-for-profit organization, qualified under section 501(c)(6) of the internal revenue code. The company's general objectives and purposes are to cultivate and promote the art and science of dentistry and its collateral branches.

What it reported doing in 2024

Education services - conference and seminars and related travel and meetings.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 26
  • Transparency & Controls: 90
  • Accountability: 27
  • Sustainability: 13
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 30.9%; rating input score 31
  • Program expense ratio: 26.8%; rating input score 27
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 19.2%; rating input score 19; 14th percentile among comparable filings
  • Governance controls: 3 of 8 controls in place; rating input score 38
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -18.5%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 0.17; rating input score 10; 10th percentile among comparable filings
  • Liabilities to assets ratio: 0.37; rating input score 14; 14th percentile among comparable filings
  • Officer compensation ratio: 29.3%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: 32.9% per year; rating input score 100; 91st percentile among comparable filings
  • Revenue growth: 5.4% per year; rating input score 100; 55th percentile among comparable filings
  • Asset growth: -12.1% per year; rating input score 0; 5th percentile among comparable filings

Details

  • Where the money goes: 30.9% of revenue deployed · 26.8% of spending went to programs
  • Governance: 5 of 26 board members independent · 3 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $116K in reported program spending
  • Leadership: top reported pay $127K · 7 people listed
  • Consistency: 27 of 27 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 31/100.
  • High — Financial Efficiency: Program expense ratio scored 27/100.
  • High — Accountability: Independent voting board scored 19/100.
  • Moderate — Accountability: Governance controls: 5 of 8 not reported.
  • High — Sustainability: Operating margin scored 15/100.
  • High — Sustainability: Total-asset coverage ratio scored 10/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 11/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.