2025-11-05T09:23:50-06:00 2024-12-31 330737981 CBIZ ADVISORS LLC 30870 RUSSELL RANCH ROAD 380 WESTLAKE VILLAGE CA 91362 990 2024-01-01 952543510 SANTA BARBARA-VENTURA COUNTY DENTAL SOCIETY SANT 8056487282 1607 E THOMPSON BLVD VENTURA CA 93001 LINDA LACUNZA EXECUTIVE DIRECTOR 8056485154 2025-11-04 1 1 ANDREW KIEFER P00273952 8059883222 2025-11-04 2024 2025-03-06 01:10:19Z LINDA LACUNZA 1607 E THOMPSON BLVD VENTURA CA 93001 381324 0 X WWW.SBVCDS.ORG X 1948 CA SEE SCHEDULE O. 13 13 3 0 2483 0 0 0 288622 338883 16967 30635 -2026 1797 303563 371315 0 0 0 0 227516 225186 0 0 0 105411 103497 332927 328683 -29364 42632 1156020 1243346 43091 44183 1112929 1199163 TO SUPPORT THE MEMBERSHIP AND THE COMMUNITIES THEY SERVE, AND TO ADVANCE THE ART AND SCIENCE OF DENTISTRY. 0 0 19092 CONTINUING EDUCATION MEETINGS ARE HELD TO KEEP DENTISTS UPDATED ON SCIENTIFIC INFORMATION PERTAINING TO THEIR PROFESSION. APPROXIMATELY 600 MEMBERS ARE SERVED. 11684 TELEPHONE ADS PROVIDE INFORMATION ON THE SOCIETY TO THE PUBLIC SO THAT THE PUBLIC CAN ACCESS THE SOCIETY FOR COMPLAINTS OR QUESTIONS ABOUT DENTISTS. 30776 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 3 1 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X LINDA LACUNZA 8056487282 1607 E THOMPSON BLVD VENTURA CA 93001 RICH HUNTER DDS PAST-PRESIDENT 1.00 0.00 X X 0 0 0 DAVID TAJIMA DDS PRESIDENT - ELECT 1.00 0.00 X X 0 0 0 KLARA N EFNER DDS SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 DANIEL NOBEL DDS PRESIDENT 1.00 0.00 X X 0 0 0 SUZANNE P BERGER DDS EDITOR 1.00 0.00 X 0 0 0 LISA BECK-UHL DDS TRUSTEE 1.00 0.00 X 0 0 0 GRACE U BEER DDS DIRECTOR 1.00 0.00 X 0 0 0 ROBERT A BRUGNONE DDS DIRECTOR 1.00 0.00 X 0 0 0 DANIELA CADAVID DDS DIRECTOR 1.00 0.00 X 0 0 0 ZENITRA KUMAR DDS DIRECTOR 1.00 0.00 X 0 0 0 MARY MAZUREK DDS DIRECTOR 1.00 0.00 X 0 0 0 JEREMY PATELZICK DDS DIRECTOR 1.00 0.00 X 0 0 0 ROHAN S TOOR DDS DIRECTOR 1.00 0.00 X 0 0 0 LINDA LACUNZA EXECUTIVE DIRECTOR 40.00 X 109476 0 0 109476 0 0 1 0 0 0 0 MEMBERSHIP DUES 900099 223785 223785 CE PROGRAMS 611430 115098 115098 338883 30635 30635 9323 10009 -686 -686 MISC RECEIPTS 900099 1365 1365 NEWSLETTER 513190 1118 1118 2483 371315 338883 2483 29949 109476 98310 1620 15780 8578 19092 20881 11684 13548 1303 5738 3799 CONTINUING EDUCATION 10288 MISC EXPENSES 6494 NEWSLETTERS 2092 328683 535873 558515 0 5149 406908 218338 194308 188570 416875 491112 8964 0 1156020 1243346 12176 0 30915 44183 43091 44183 X 1112929 1199163 1112929 1199163 1156020 1243346 42632 43602 0 X X 0 0 0 0 1 0 61328 61328 246578 120289 126289 99002 98049 953 188570 VANGUARD GROWTH AND INCOME INVESTMENTS 143339 F VANGUARD HIGH-YEILD CORPORATE FUND 62606 F VANGUARD INTERNATIONAL GROWTH INVESTMENTS 93320 F VANGUARD SHORT TERM INVESTMENTS 37743 F VANGUARD 500 INDEX FUND 154104 F 491112 DUE TO FOUNDATION 28361 DUE TO PAC 125 PAYROLL LIABILITIES 1386 VENTURE 8648 401K PAYABLE 5663 44183 GOLF SOCIAL 9323 9323 10009 1 9323 9323 10009 10009 -686 SBVC DENTAL CARE FOUNDATION 1 CURRENT DIRECTOR OF THE TAXPAYER ALSO ARE DIRECTORS OF INTERESTED PARTY LOAN FROM SBVC DENTAL CARE FOUNDATION 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S ACTIVE MEMEBERS ELECT THE BOARD OF DIRECTORS. THEY DO NOT RECEIVE A SHARE OR THE ORGANIZATION'S PROFIT. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S ACTIVE MEMBERS ELECT THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED AND REVIEWED TO THE PRESIDENT AND ACCESSIBLE TO THE BOARD FOR ANALYSIS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND THE EXECUTIVE DIRECTOR ARE REQUIRED TO REVIEW AND SIGN CONFLICT OF INTEREST STATEMENTS EACH YEAR. THE EXECUTIVE DIRECTOR CONFIRMS THAT ALL STATEMENTS ARE SIGNED. IF THERE IS ANY CONFLICT, THE BOARD/COMMITEE MEMBER(S) MUST BE RECUSED WHILE THE REMAINING MEMBERS DISCUSS THE ISSUE. A REMINDER OF THIS IS ON ALL BOARD AGENDAS, BUT MORE IMPORTANTLY IT IS READ AND SIGNED BY ALL ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE EXECUTIVE DIRECTOR'S SALARY THROUGH THE USE OF SALARY SURVEYS FOR SIMILARLY SIZED ORGANIZATIONS. THE BOARD GIVES VOTES AND GIVES FINAL APPROVAL AND DOCUMENTS ITS DECISION IN THE BOARD MINUTES. THE EXECUTIVE DIRECTOR ALSO RECEIVES COST OF LIVING ADJUSTMENTS BASED ON INFLATION DATA. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING.