Form 990 for tax year 2023
Filed by CONNECTICUT STATE DENTAL ASSOCIATION INC.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2023 , filed 10 February 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $31,053 changed to $2,063,365
- Total expenses
- $369,076 changed to $1,930,144
- Contributions and grants received
- $0 changed to $140,000
- Program service revenue
- $11,547 changed to $1,193,737
- Investment income
- $12,295 changed to $322,543
- Other revenue
- $7,211 changed to $407,085
- Total assets, end of year
- $4,751,264 changed to $5,575,295
- Total liabilities, end of year
- $148,177 changed to $637,889
- Net assets or fund balances, end of year
- $4,603,087 changed to $4,937,406
Listed only on the earlier return
- ADITYA TADINADA
- BETHANY BRENNER
- FERNANDA MARCHI
- MIMI DELISSIO-MATTA
- N SUMMER LERCH
- POLINA SIMANOVICH
Listed only on the later return
- BETSY FILBERT
- MACKENZIE SCHLEICHER
- ROBERT BURSTEIN
Listed under a different title
- DR MICHAEL SAFAIN: PRESIDENT then PRESIDENT - IMMEDIATE PAST
- MARIA SMITH: TRUSTEE then VICE PRESIDENT
- MARK CLAUSS: VICE PRESIDENT then TREASURER
- STEVE HALL: PRESIDENT - ELECT then PRESIDENT
Totals
- Total revenue
- $31,053
- Total expenses
- $369,076
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $11,547
- Investment income
- $12,295
- Other revenue
- $7,211
- Total assets, end of year
- $4,751,264
- Total liabilities, end of year
- $148,177
- Net assets or fund balances, end of year
- $4,603,087
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBERSHIP DUES
total $8,697 · related or exempt $8,697
-
2b · Program service revenue: CONTINUING EDUCATION
total $2,383 · related or exempt $2,383
-
2c · Program service revenue: CSDA ANNUAL SCIENTIFIC
total $467 · related or exempt $467
-
3 · Investment income
total $12,295 · excluded $12,295
-
5 · Royalties
total $5,207 · excluded $5,207
-
11a · Other revenue: PUBLICATION ADVERTISIN
total $1,380 · unrelated business $1,380
-
11b · Other revenue: MISCELLANEOUS INCOME
total $624 · related or exempt $624
-
11e · Other revenue, total
$2,004
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $14,828
-
7 · Other salaries and wages
total $32,314
-
10 · Payroll taxes
total $3,732
-
11b · Fees: legal
total $124
-
11f · Fees: investment management
total $57
-
11g · Fees: other
total $11,050
-
13 · Office expenses
total $6,908
-
16 · Occupancy
total $3,111
-
19 · Conferences, conventions and meetings
total $1,500
-
22 · Depreciation, depletion and amortization
total $5,180
-
23 · Insurance
total $4,284
-
24a · Other expenses: ADA FEES
total $250,328
-
24b · Other expenses: MISCELLANEOUS EXPENSES
total $17,090
-
24c · Other expenses: CSDS SUBSIDARY
total $7,166
-
24d · Other expenses: VOLUNTEER EXPENSES
total $4,188
-
24e · All other expenses
total $7,216
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $468,333 · end of year $243,519
-
2 · Savings and temporary cash investments
beginning of year $152,918 · end of year $72,240
-
4 · Accounts receivable
beginning of year $28,019 · end of year $18,702
-
7 · Other notes and loans receivable
beginning of year $17,000 · end of year $17,000
-
10a · Land, buildings and equipment: cost or other basis
$1,448,429
-
10b · Land, buildings and equipment: accumulated depreciation
$679,189
-
10c · Land, buildings and equipment, net
beginning of year $774,420 · end of year $769,240
-
12 · Investments: other securities
beginning of year $3,443,274 · end of year $3,630,563
-
17 · Accounts payable and accrued expenses
beginning of year $95,231 · end of year $135,665
-
25 · Other liabilities
beginning of year $12,490 · end of year $12,512
-
27 · Net assets without donor restrictions
beginning of year $4,776,243 · end of year $4,603,087
Mission and programs · 2023
Mission
THE CONNECTICUT STATE DENTAL ASSOCIATION SUPPORTS THE PROFESSIONAL SUCCESS OF ITS MEMBERS AND ASSISTS THEM IN PROVIDING OPTIMAL CARE TO THEIR PATIENTS.
Activities or mission (Part I)
THE CONNECTICUT STATE DENTAL ASSOCIATION SUPPORTS THE PROFESSIONAL SUCCESS OF ITS MEMBER AN ASSISTS THEM IN PROVIDING OPTIMAL CARE TO THEIR PATIENTS.
-
CONTINUING EDUCATION PROGRAM-PROVIDERS EDUCATIONAL COURSES FOR MEMBERS TO FURTHER ENHANCE CURRENT DENTAL TECHNIQUES AND PROCEDURES.
-
ANNUAL MEETING OF DENTISTS AND DENTAL TEAM MEMBERS THAT PROVIDES CONTINUING EDUCATION, EXHIBITS AND NETWORKING OPPORTUNITIES.
-
COMMUNICATOR - QUARTERLY NEWSLETTERS CONTAINING INFORMATION AND ARTICLES OF INTEREST TO MEMBERS.
As filed on the 2023 return.
Listed in Part VII
-
KATHLENE GERRITY
EXECUTIVE DIRECTOR
- Total calculated
- $14,828
- From this org
- $14,828
- From related orgs
- $0
- Other
- $0
- Hours/week
- 35
-
DR MICHAEL SAFAIN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
STEVE HALL
PRESIDENT - ELECT
- Total calculated
- $0
- Hours/week
- 2
-
MARK CLAUSS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
BETHANY BRENNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
KEVIN MCLAUGHLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
N SUMMER LERCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MARIA SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ALLISON BAYLIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
FERNANDA MARCHI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
BRYANNE CHANDLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
POLINA SIMANOVICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ADAM KENNEDY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ADITYA TADINADA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MIMI DELISSIO-MATTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
CONNECTICUT STATE DENTAL SERVICES LLC
PROGRAMS FOR CSDA MEMBERS · CT
Directly controlled by CONNECTICUT STATE DENTAL ASSOCIATION INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 5 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413389349300011
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.