2023-07-07T15:24:36-05:00 2022-12-31 871353108 EISNER ADVISORY GROUP LLC 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 990 2022-01-01 473001738 GARY AND MARY WEST SENIOR DENTAL CENTER INC GARY 6197951301 1525 4TH AVENUE SAN DIEGO CA 92101 SHELLEY LYFORD CHAIR & CEO 6197951301 2023-06-29 1 SHELLEY LYFORD 999009999 0 BRANDON SMITH P01389959 8585589200 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHELLEY LYFORD 1525 4TH AVENUE SAN DIEGO CA 92101 2509069 0 X WWW.SENIORDENTALCENTER.ORG X 2015 CA TO PROVIDE AFFORDABLE, HIGH-QUALITY ORAL HEALTHCARE WITH COMPREHENSIVE EDUCATION, CLINICAL, AND WELLNESS SERVICES FOR SENIORS IN NEED, ENABLING THEM TO LIVE HEALTHY, INDEPENDENT, AND PRODUCTIVE LIVES. 3 3 23 3 0 0 724682 1806327 622100 702742 0 0 0 0 1346782 2509069 0 0 0 0 1055321 1105569 0 0 55334 984240 865480 2039561 1971049 -692779 538020 2409148 2860259 240789 153879 2168359 2706380 X TO PROVIDE AFFORDABLE, HIGH-QUALITY ORAL HEALTHCARE WITH COMPREHENSIVE EDUCATION, CLINICAL, AND WELLNESS SERVICES FOR SENIORS IN NEED, ENABLING THEM TO LIVE HEALTHY, INDEPENDENT, AND PRODUCTIVE LIVES. 0 0 1713343 702742 IN 2022, 847 UNDUPLICATED SENIORS RECEIVED SERVICES AT THE SENIOR DENTAL CENTER, WHICH INCLUDED 2 TELE-DENTISTRY VISITS AND 3,120 IN-PERSON VISITS. THE SENIOR DENTAL CENTER CONTINUED TAKING IMPORTANT STEPS TO STAY CONNECTED TO AND ENSURE THE SAFETY OF OUR PATIENTS. AS A RESULT, PATIENT NUMBERS INCREASED TO 90% (PRE-PANDEMIC LEVELS) AND REDUCED NO-SHOW RATES TO RECORD NUMBERS. OTHER HIGHLIGHTS OF 2022 INCLUDE: RESUMED COLLABORATION WITH MESA COLLEGE AND ACQUIRED VOLUNTEER (ZERO-COST) DENTAL ASSISTANCE FROM STUDENTS, FEATURED AS EXPERT SPEAKERS IN GERIATRIC DENTISTRY IMPLANTOLOGY, INVITED TO LECTURE AT LATIN AMERICAN SPECIAL CARE AND DISABILITIES SYMPOSIUM 2023, AND SERVED AS EXTERNAL REVIEWER FOR THE PUBLICATION OF OLDER ADULT ORAL HEALTH RESOURCES FOR COLLABORATION (ASSOCIATION OF STATE AND TERRITORIAL DENTAL DIRECTORS ASTDD). ADDITIONALLY, THE INTERNATIONAL COLLEGE OF DENTIST USA SECTION, AWARDED DR. KAREN BECERRA-PENAGOS PEER RECOGNITION OF OUTSTANDING PROFESSIONAL ACHIEVEMENT, FOR HER MERITORIOUS SERVICE AND THE CONTINUED PROGRESS IN THE PROFESSION OF DENTISTRY FOR THE BENEFIT OF ALL HUMANKIND THROUGH HER WORK AT THE SDC. 1713343 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X NIKI POTTER 6197951301 1525 4TH AVENUE SAN DIEGO CA 92101 MARC HARPER DIRECTOR & VP/TREASURER 5.00 X X 0 0 0 SHELLEY LYFORD DIRECTOR & SECRETARY/CHAIR 5.00 X X 0 0 0 DON CASEY DIRECTOR 5.00 X 0 0 0 KAREN BECERRA-PENAGOS CEO/DENTAL DIRECTOR 50.00 X 256751 0 10596 VICKI PETROPOLOUS DENTIST 35.00 X 179936 0 1236 436687 0 11832 2 0 1 0 0 186698 1619629 45188 1806327 DENTAL SERVICES 621300 702742 702742 702742 2509069 702742 0 0 436688 346825 77025 12838 525921 468955 33563 23403 26881 22781 3088 1012 41928 35532 4817 1579 74151 62840 8519 2792 48664 48664 497 497 21190 21190 42800 42800 13794 13794 18973 17441 1154 378 112070 111170 900 97507 80787 13436 3284 8379 8379 10771 10771 207411 175774 23828 7809 17496 13196 4050 250 DENTAL SUPPLIES 147216 147216 LAB FEES 59821 59821 BAD DEBT 11198 9490 1286 422 PAYROLL PROCESSING FEES 8452 7163 971 318 39241 37826 1066 349 1971049 1713343 202372 55334 1244616 1817573 98373 75076 24397 32412 1952157 1115041 1041762 837116 0 98082 2409148 2860259 53313 47994 186698 778 105885 240789 153879 X 2168359 2706380 2168359 2706380 2409148 2860259 538020 0 X 0 0 0 X FORM 990, PART IV, LINE 20A: ALTHOUGH THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(B)(1)(A)(III) BECAUSE IT PROVIDES OUTPATIENT SERVICES, IT IS NOT REQUIRED BY ITS STATE OF OPERATION TO BE LICENSED AS A HOSPITAL. THEREFORE, IT IS NOT REQUIRED TO PROVIDE SCHEDULE H. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1247077 951041 296036 705080 164000 541080 837116 CREDIT CARD LIABILITY 7803 LEASE LIABILITY 98082 105885 X X X 0 0 0 0 0 0 0 0 0 KAREN BECERRA-PENAGOS CEO/DENTAL DIRECTOR 243751 0 13000 0 0 0 1382 0 9214 0 267347 0 0 0 VICKI PETROPOLOUS DENTIST 179936 0 0 0 0 0 556 0 680 0 181172 0 0 0 X 648 45188 COMPARABLE SALES 0 0 0 0 PART I, COLUMN (B): FOR THE PURPOSES OF THIS FORM, THE NUMBER OF CONTRIBUTIONS OF MEDICAL SUPPLIES IS DETERMINED BY THE NUMBER OF SEPARATE GIFTS RECEIVED IN ACCORDANCE WITH IRS REGULATIONS. FORM 990, PART VI, SECTION A, LINE 1A THE FORM 990 INFORMATION WAS COMPILED FROM THE ORGANIZATION'S ACCOUNTING RECORDS. THE COMPLETED FORM 990 WAS REVIEWED BY THE ORGANIZATION'S CHAIR AND CEO. UPON SATISFACTORY COMPLETION OF THE REVIEW PROCESS, A DRAFT OF THE FORM 990 WAS CIRCULATED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW. THE FORM 990 WAS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION A, LINE 2 THERE ARE TWO INDIVIDUALS ON THE BOARD OF DIRECTORS FOR THE ORGANIZATION THAT ARE ALSO ON THE BOARD OF DIRECTORS FOR THE GARY AND MARY WEST CHARITABLE TRUST, WHICH IS THE MAJORITY CONTRIBUTOR TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT HAVE GOVERNING POWERS. CERTAIN DECISIONS BY THE ORGANIZATION AND ITS BOARD OF DIRECTORS ARE SUBJECT TO THE APPROVAL OF THESE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS THAT HAVE GOVERNING POWERS. CERTAIN DECISIONS BY THE ORGANIZATION AND ITS BOARD OF DIRECTORS ARE SUBJECT TO THE APPROVAL OF THESE MEMEBERS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION HAS MEMBERS THAT HAVE GOVERNING POWERS. CERTAIN DECISIONS BY THE ORGANIZATION AND ITS BOARD OF DIRECTORS ARE SUBJECT TO THE APPROVAL OF THESE MEMEBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 INFORMATION WAS COMPILED FROM THE ORGANIZATION'S CORPORATE AND ACCOUNTING RECORDS AND PROVIDED TO THE ORGANIZATION'S OUTSIDE TAX PREPARER. UPON SATISFACTORY COMPLETION OF THE INTERNAL REVIEW PROCESS, A DRAFT OF THE FORM 990 WAS CIRCULATED TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW. THE FORM 990 WAS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH PRINCIPAL OFFICER, BOARD MEMBER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SIGNS A STATEMENT ANNUALLY WHICH AFFIRMS THAT PERSON HAS RECEIVED, UNDERSTANDS AND AGREES TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS OF THE CORPORATION SHALL BE ENTITLED TO SUCH REASONABLE COMPENSATION FOR THEIR SERVICES AS IS APPROVED BY THE BOARD OF DIRECTORS AND TO THE REIMBURSEMENT OF REASONABLE EXPENSES, IF ANY, INCURRED BY THEM AS OFFICERS, IF APPROVED BY THE BOARD OF DIRECTORS, AND NOTHING HEREIN SHALL BE CONSTRUED TO PRECLUDE AN OFFICER FROM SERVING THE CORPORATION IN ANY OTHER CAPACITY AND RECEIVING COMPENSATION FOR SUCH OTHER SERVICES. COMPENSATION FOR THE CEO/DENTAL DIRECTOR AND ANY KEY EMPLOYEES OF THE ORGANIZATION ARE DETERMINED BASED ON CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. COMPENSATION IS APPROVED BY AN OFFICER OF THE ORGANIZATION IN ADVANCE OF PAYMENT. RECORDS OF RELATED SURVEYS AND APPROVALS ARE MAINTAINED IN PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON THE REQUEST OF SUCH DOCUMENTS.