PACIFIC DENTAL SERVICES FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PACIFIC DENTAL SERVICES FOUNDATION (EIN 45-5083789)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349106807
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:53:11-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455083789 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACIFIC DENTAL SERVICES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACI | BusinessNameControlTxt |
| Phone | 7148458757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17000 RED HILL AVE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7148458757 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,046,886 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,212,533 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,886 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,886 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $22,886 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $534,379 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $534,379 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,769,798 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,886 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $557,265 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $223,503 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $109,288 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $114,215 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $682,214 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $335,043 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $347,171 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,445 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $10,708 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,737 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,879 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,846 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,033 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,537 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $41,863 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $14,689 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $135,517 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $94,588 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $49,200 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $45,388 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $84,134 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $84,134 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $85,876 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $85,876 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $253,727 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $240,371 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,356 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $525,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,880 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $287,720 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $237,345 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,189,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,886 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,223,412 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $965,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $342,051 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $342,051 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,531,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,886 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,223,412 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,307,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $238,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,720,760 | CashBOYAmt |
| Cash EOY | $1,352,896 | CashEOYAmt |
| Cash EOYFMV | $1,352,896 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $712,054 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $712,054 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $189,884 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $16,187 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $188,869 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $173,697 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $173,697 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $20,109 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $54,150 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $54,150 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $240,412 | CorporateStockBOYAmt |
| Corporate Stock EOY | $397,124 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $397,124 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $718,315 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $510,381 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $267,700 | LandBOYAmt |
| Land EOY | $207,934 | LandEOYAmt |
| Land EOYFMV | $207,934 | LandEOYFMVAmt |
| Other Assets BOY | $183,078 | OtherAssetsBOYAmt |
| Other Assets EOY | $149,031 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $149,031 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,620,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,046,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,046,886 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $201,329 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $417,120 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $78,553 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $34,113 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $286,041 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $236,997 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $565,923 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $688,230 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,028,913 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,758,765 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $26,092 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $599,891 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,055,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,358,656 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,620,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,046,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,055,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $238,704 | ExcessRevenueOverExpensesAmt |
| Other Increases | $64,947 | OtherIncreasesAmt |
| Subtotal | $2,358,656 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,358,656 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | PDSFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MICHAEL LE | IndividualWithBooksNm |
| Phone | 7148458757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17000 RED HILL AVE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN THORNE | ||||||||
| 17000 RED HILL AVENUE | IRVINE | CA | 92614 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| DR JACK DILLENBERG | ||||||||
| 17000 RED HILL AVENUE | IRVINE | CA | 92614 | EMERITUS DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR CAROLYN GHAZAL | ||||||||
| 17000 RED HILL AVENUE | IRVINE | CA | 92614 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOANNA RODGERS | ||||||||
| 17000 RED HILL AVENUE | IRVINE | CA | 92614 | CO-CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| DR LYNDA WATANABE | ||||||||
| 17000 RED HILL AVENUE | IRVINE | CA | 92614 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL LE | ||||||||
| 17000 RED HILL AVENUE | IRVINE | CA | 92614 | EXECUTIVE DIRECTOR | 60.00 | $214,512 | $8,991 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KAYLA ERPS | ||||||||
| 17000 RED HILL AVENUE | IRVINE | CA | 92614 | PEDIATRIC DENTIST | 40.00 | $91,777 | $9,019 | $0 |
| BEATRIX ADAME | ||||||||
| 17000 RED HILL AVENUE | IRVINE | CA | 92614 | OPERATIONS MANAGER | 40.00 | $71,720 | $1,223 | $0 |
| RACHEL PETERS | ||||||||
| 17000 RED HILL AVENUE | IRVINE | CA | 92614 | SPECIALIST | 40.00 | $64,034 | $7,846 | $0 |
| STEPHANIE COLLINS | ||||||||
| 17000 RED HILL AVENUE | IRVINE | CA | 92614 | GENERAL DENTIST | 40.00 | $54,694 | $5,337 | $0 |
| TALITHA JESSE | ||||||||
| 17000 RED HILL AVENUE | IRVINE | CA | 92614 | GENERAL DENTIST | 40.00 | $53,808 | $1,103 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PDS FOUNDATION MOBILE DENTAL CLINIC SERVES CHALLENGED URBAN AREAS AND RURAL COMMUNITIES IN NEED. THE MOBILE DENTAL CLINIC ALSO PARTICIPATES IN MAJOR COMMUNITY HEALTHCARE EVENTS WITH PARTNERS TO PROVIDE FREE DENTAL CARE AND SPREAD ORAL HEALTH AWARENESS. | Description1Txt |
| Expenses1 | $20,691 | Expenses1Amt |
| Description2 | PACIFIC DENTAL SERVICES, LLC (PDS)-SUPPORTED DOCTORS AND TEAM MEMBERS SPEND A WEEK PROVIDING FREE DENTISTRY TO PEOPLE IN VILLAGES, CHURCHES, ORPHANAGES, AND HEALTH CLINICS. TO HELP ENACT LASTING CHANGE, THE FOUNDATION WORKS IN PARTNERSHIP WITH LOCAL MEDICAL COLLEGES TO PROVIDE CLINICAL TRAINING AND CRITICAL SUPPLIES AND EQUIPMENT TO LOCAL DENTAL PROFESSIONALS. | Description2Txt |
| Expenses2 | $340,428 | Expenses2Amt |
| Description3 | REALIZING THE IMPORTANCE OF CAREER DEVELOPMENT AND FINANCIAL STABILITY FOR DISADVANTAGED STUDENTS, THE SCHOLARSHIP PROGRAM WILL PROVIDE FINANCIAL ASSISTANCE TO STUDENTS SEEKING ECONOMIC INDEPENDENCE THROUGH EDUCATION, MENTORSHIP AND ON-THE-JOB TRAINING. AWARDS WILL BE GIVEN BASED ON APPLICATION EXCELLENCE, WRITTEN ESSAY, FORMAL INTERVIEW AND FINANCIAL NEED. | Description3Txt |
| Expenses3 | $368,069 | Expenses3Amt |
| Description4 | PROVIDING TRAINING TO DENTAL PROFESSIONALS AND ADVOCATING FOR THE SPECIAL NEEDS COMMUNITY. THE ARIZONA OFFICE IS A FIVE OPERATORY SENSORY INTEGRATED DENTAL OFFICE AND USES BEHAVIOR MANAGEMENT AND DESENSITIZATION TO PROVIDE INDIVIDUALIZED CARE TO PATIENTS OF ALL AGES. | Description4Txt |
| Expenses4 | $1,135,340 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $287,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,558,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,846,061 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,846,061 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,691 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,818,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,307,676 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,307,676 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,307,676 | CurrentYearAmt |
| Year1 | $896,567 | Year1Amt |
| Year2 | $632,377 | Year2Amt |
| Year3 | $627,299 | Year3Amt |
| Total | $3,463,919 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,307,676 | CurrentYearAmt |
| Year1 | $896,567 | Year1Amt |
| Year2 | $632,377 | Year2Amt |
| Year3 | $627,299 | Year3Amt |
| Total | $3,463,919 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,046,886 | CurrentYearAmt |
| Year1 | $2,620,928 | Year1Amt |
| Year2 | $2,170,239 | Year2Amt |
| Year3 | $1,743,226 | Year3Amt |
| Total | $9,581,279 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,046,886 | CurrentYearAmt |
| Year1 | $2,620,928 | Year1Amt |
| Year2 | $2,170,239 | Year2Amt |
| Year3 | $1,743,226 | Year3Amt |
| Total | $9,581,279 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $60,613 | CurrentYearAmt |
| Year1 | $45,775 | Year1Amt |
| Year2 | $33,087 | Year2Amt |
| Year3 | $31,330 | Year3Amt |
| Total | $170,805 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN THORNE | ContributingManagerNm |
| Contributing Manager | DR CAROLYN GHAZAL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOANNA RODGERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17000 RED HILL AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7148458500 | RecipientPhoneNum |
| Recipient Email Address | PDSFOUNDATION@PACDEN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED EITHER IN WRITTEN FORM (ON 8.5" X 11") OR BY EMAIL TO PDSFOUNDATION@PACDEN.COM. APPLICATIONS SHOULD INCLUDE - 1) NAME, ADDRESS, TELEPHONE NUMBER AND WEB SITE OF REQUESTING ORGANIZATION. 2) COPY OF MOST RECENT TWO YEARS' INDEPENDENT AUDITORS' REPORT ON REQUESTING ORGANIZATION, IF AVAILABLE. 3) A DESCRIPTION OF CHARITABLE ACTIVITIES FOR WHICH GRANT IS REQUESTED, INCLUDING LOCATION. 4) PERSONS OR CAUSES BENEFITED BY THE ACTIVITIES. 5) AMOUNT AND DATE(S) OF REQUESTED GRANT(S). 6) INFORMATION ABOUT PRIOR CHARITABLE ACTIVITIES OF THE REQUESTING ORGANIZATION. 7) CONTACT INFORMATION (ADDRESS, PHONE # AND EMAIL) OF INDIVIDUAL SUBMITTING REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AT LEAST 6 MONTHS PRIOR TO REQUESTED DATE | SubmissionDeadlinesTxt |
| Restrictions On Awards | REQUESTED GRANTS AND AWARDS MUST BE CONSISTENT WITH THE FOUNDATION'S CHARITABLE PURPOSE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVANCED DENTAL ASSISTING TRAINING SCHOOL | |||||||
| 7430 HERITAGE VILLAGE PLAZA UNIT | 201 | GAINESVILLE | VA | 20155 | N/A | SCHOLARSHIP | $4,500 |
| CARRINGTON COLLEGE | |||||||
| 1313 S GARLAND ST | NAMPA | ID | 83686 | GOV | SCHOLARSHIP | $5,000 | |
| CLOVER PARK TECHNICAL COLLEGE | |||||||
| 30 OAK PARK DR SW | LAKEWOOD | WA | 98499 | GOV | SCHOLARSHIP | $1,916 | |
| COMPU-MED VOCATIONAL CAREERS CORP | |||||||
| 13844 KENDALLE LAKES DRIVE | MIAMI | FL | 33183 | N/A | SCHOLARSHIP | $934 | |
| CONCORDE CAREER COLLEGES INC | |||||||
| 2909 N WOODROW AVE | TAMPA | FL | 33602 | N/A | SCHOLARSHIP | $52,969 | |
| HERZING UNIVERSITY LTD | |||||||
| 19536 180TH AVE NW | BIG LAKE | MN | 55309 | GOV | SCHOLARSHIP | $5,000 | |
| KALEIDOSCOPE GROUP | |||||||
| 416 W ONTARIO ST 2C | CHICAGO | IL | 60654 | PC | SCHOLARSHIP | $200,000 | |
| NORTH WEST COLLEGE | |||||||
| 5272 CARTARO DRIVE | LAS VEGAS | NV | 89103 | GOV | SCHOLARSHIP | $5,000 | |
| PALM BEACH STATE COLLEGE | |||||||
| 12456 NW 62ND COURT | CORAL SPRING | FL | 92801 | GOV | SCHOLARSHIP | $5,000 | |
| PIMA MEDICAL INSTITUTE | |||||||
| 17303 SE 257TH ST | COVINGTON | WA | 98042 | GOV | SCHOLARSHIP | $5,000 | |
| ROSS EDUCATION HOLDINGS INC | |||||||
| 828 MAPLE AVE | NEWPORT | KY | 41071 | PC | SCHOLARSHIP | $5,000 | |
| SOUTHEASTERN TECHNICAL INSTITUTE | |||||||
| 250 FOUNDRY ST | SOUTH EASTON | MA | 02375 | GOV | SCHOLARSHIP | $4,701 | |
| THE COLLEGE OF HEALTH CARE PROFESSIONS | |||||||
| 4616 KARHOLD RD | AUBREY | TX | 76227 | GOV | SCHOLARSHIP | $5,000 | |
| UNITED EDUCATION INSTITUTE | |||||||
| 2520 SOUTH P STREET | BAKERSFIELD | CA | 93304 | GOV | SCHOLARSHIP | $30,000 | |
| US DEPARTMENT OF EDUCATION - ED FINANCIAL | |||||||
| 1919 LA CRESTA RD | EL CAJON | CA | 92021 | GOV | SCHOLARSHIP | $12,031 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $342,051 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,886 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT REVENUE | Desc |
| Related Or Exempt Function Incm | $534,379 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,886 | ExclusionAmt |
| Related Or Exempt Function Incm | $534,379 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $557,265 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | PATIENT REVENUE IN CONNECTION WITH PROVIDING DENTAL CARE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (14 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ELEVANCE HEALTH INC | ||||||
| 1 | 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | $5,000 | Yes (X) |
| EPIC SYSTEMS CORPORATION | ||||||
| 2 | 1979 MILKY WAY | VERONA | WI | 53593 | $25,000 | Yes (X) |
| ROSEMAN UNIVERSITY OF HEALTH SCIENCES | ||||||
| 3 | 11 SUNSET WAY | HENDERSON | NV | 89014 | $10,000 | Yes (X) |
| MEDUSIND | ||||||
| 4 | 31103 RANCHO VIEJO ROAD SUITE 2150 | JUAN CAPISTRANO | CA | 92675 | $5,000 | Yes (X) |
| NORTHERN TRUST CHARITABLE | ||||||
| 5 | 660 NEWPORT CENTER DR STE 1100 | NEWPORT BEACH | CA | 92660 | $8,000 | Yes (X) |
| PACIFIC DENTAL SERVICES | ||||||
| 6 | 17000 RED HILL AVE | IRVINE | CA | 92614 | $731,875 | Yes (X) |
| THORNE FOUNDATION TRUST | ||||||
| 7 | 17001 RED HILL AVE | IRVINE | CA | 92614 | $100,000 | Yes (X) |
| DR CAROLYN GHAZAL | ||||||
| 8 | 17002 RED HILL AVE | IRVINE | CA | 92614 | $80,945 | Yes (X) |
| JOANNA RODGERS | ||||||
| 9 | 17003 RED HILL AVE | IRVINE | CA | 91604 | $13,900 | Yes (X) |
| MIRAN HO | ||||||
| 10 | 17004 RED HILL AVE | IRVINE | CA | 92614 | $7,400 | Yes (X) |
| VICTORIA RICKARD | ||||||
| 11 | 17005 RED HILL AVE | IRVINE | CA | 92614 | $6,650 | Yes (X) |
| SARAH BROOKS | ||||||
| 12 | 17006 RED HILL AVE | IRVINE | CA | 92614 | $5,100 | Yes (X) |
| TERRY JOHNSEN | ||||||
| 13 | 113 VIA QUITO | NEWPORT BEACH | CA | 92663 | $5,360 | Yes (X) |
| AJ POSCA | ||||||
| 14 | 647 W WILLOW ST | LONG BEACH | CA | 90755 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $46,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,537 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $41,863 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIXED ASSETS | PropertyDesc |
| Acquired | 2001-01-01 | AcquiredDt |
| Cost Or Other Basis | $718,315 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $426,247 | PriorYearDepreciationAmt |
| Rt | 0.000000000000 | Rt |
| Current Year Expense | $84,134 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $84,134 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $397,124 | EOYBookValueAmt |
| EOYFMV | $397,124 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $718,315 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $510,381 | AccumulatedDepreciationAmt |
| Book Value | $207,934 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $18,879 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,846 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,033 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CONSTRUCTION IN PROGESS | $4,774 | $0 | $0 |
| LEASE ASSET | $178,304 | $149,031 | $149,031 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTOMOBILE EXPENSE | $17,808 | $0 | $17,734 | $74 |
| BANK CHARGES | $33,109 | $0 | $28,277 | $4,832 |
| SUPPLIES AND INSTRUMENTS | $96,006 | $0 | $86,708 | $9,298 |
| INSURANCE EXPENSE | $102,996 | $0 | $42,721 | $60,275 |
| OFFICE EXPENSE | $99,864 | $0 | $63,658 | $36,206 |
| ADVERTISING AND PROMOTIONS | $21,900 | $0 | $17,770 | $4,130 |
| MISCELLANEOUS | $16,276 | $0 | $0 | $16,276 |
| DUES AND SUBSCRIPTIONS | $58,173 | $0 | $30,852 | $27,321 |
| EDUCATION EXPENSE | $78,933 | $0 | $0 | $78,933 |
| SECTION 507(B)(1)(B) TERMINATION EXPENSE | $0 | $22,880 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT REVENUE | Desc |
| Revenue And Expenses Per Books | $534,379 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $534,379 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $64,947 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| BOY Book Value | $286,041 | BOYBookValueAmt |
| EOY Book Value | $236,997 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $115,315 | $0 | $11,277 | $104,038 |
| MANAGEMENT FEES | $34,891 | $0 | $3,412 | $31,479 |
| INVESTMENT FEES | $6 | $6 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX | CategoryTxt |
| Amt | $94,588 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,200 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $45,388 | DisbursementsCharitablePrpsAmt |