2024-05-13T08:39:20-05:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 366143003 AMERICAN ASSOCIATION OF ENDODONTISTS FOUNDATION AMER 8008723636 180 N STETSON AVENUE 1500 CHICAGO IL 606016811 KENNETH WIDELKA EXECUTIVE DIRECTOR 3122669819 2024-04-15 1 KENNETH WIDELKA XXX-XX-XXXX 1 KRISTIN A JACQUELIN CPA P01325865 2023319880 2024-05-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z KENNETH WIDELKA 180 N STETSON AVENUE 1500 CHICAGO IL 606016811 2961137 0 X WWW.AAE.ORG/FOUNDATION X 1966 IL TO SUPPORT ENDODONTICS BY PROVIDING RESOURCES AND FUNDING FOR RESEARCH, EDUCATION, PUBLIC AWARENESS AND ACCESS TO CARE. THE FOUNDATION SUPPORTS SAVING NATURAL TEETH FOR ALL THROUGH THE EFFORTS OF ENDODONTIC SPECIALISTS. 20 15 0 60 0 0 1103109 757920 0 0 -50927 954610 0 0 1052182 1712530 1024186 1003371 0 0 11737 21075 0 0 383907 1053562 1157980 2089485 2182426 -1037303 -469896 32618953 36708127 112069 274494 32506884 36433633 X THE FOUNDATION FOR ENDODONTICS IS COMMITTED TO IMPROVING ORAL HEALTH BY INCREASING ENGAGEMENT AND RESOURCES FOR ENDODONTIC RESEARCH, EDUCATION, AND ACCESS TO CARE. 0 0 242174 136504 RESEARCH - GROUNDBREAKING RESEARCH FUELS THE SPECIALTY AND GIVES BOTH ESTABLISHED AND DEVELOPING ENDODONTISTS THE TOOLS TO ACHIEVE EXCELLENCE IN PATIENT CARE, SAVING NATURAL TEETH WHENEVER POSSIBLE. IN ORDER TO HELP DEFINE ENDODONTICS AS A SPECIALTY, THE FOUNDATION STRIVES TO FUND IMPACTFUL RESEARCH STUDIES, RANGING IN SCALE AND COMPLEXITY. 793276 724616 EDUCATION - SUPPORTING ENDODONTIC EDUCATION AND FACULTY IS CRITICAL TO THE GROWTH AND FUTURE SUCCESS OF THE SPECIALTY. IT IS THE FOUNDATION'S MISSION TO ENSURE THAT DENTAL STUDENTS ARE TAUGHT ENDODONTICS BY HIGHLY QUALIFIED SPECIALISTS IN THE FIELD WHO REMAIN PASSIONATE ABOUT ENDODONTICS AND ARE AT THE FOREFRONT OF RESEARCH AND TECHNOLOGY. STRONG ACADEMIC AND SCIENTIFIC AGENDAS EQUAL A STRONG AND PRODUCTIVITY FUTURE FOR THE SPECIALTY. 135382 67252 ACCESS TO CARE - THE FOUNDATION FUNDS A VARIETY OF ACCESS TO CARE INITIATIVES - ASSISTING PATIENTS IN UNDERSERVED COMMUNITIES, HIGHLIGHTING THE ROLE ENDODONTICS PLAY IN THE DENTAL COMMUNITY, PROVIDING MENTORSHIP AND HANDS-ON OPPORTUNITIES FOR DENTAL STUDENTS TO WORK ALONGSIDE SPECIALISTS, AND ENGAGING YOUNGER MEMBERS. 77036 75000 SPONSORSHIP OF THE ADVANCED PROGRAM IN CLINICAL ENDODONTICS FOR RESIDENTS (APICES) 77036 75000 1247868 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 26 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X REBECCA PERRY 8008723636 180 N STETSON AVENUE SUITE 1500 CHICAGO IL 606016811 ALEJANDRO AGUIRRE BOARD MEMBER 1.00 X 900 0 0 POPPY BLASCEIO BOARD MEMBER 1.00 X 1200 0 0 BLAKE BROWNELL BOARD MEMBER 1.00 X 1350 0 0 KATHERINE DIVINE BOARD MEMBER 1.00 X 900 0 0 CARLA Y FALCON BOARD MEMBER 1.00 X 1200 0 0 BRUCE JUSTMAN BOARD MEMBER 1.00 X 1350 0 0 BARBARA NORDQUIST BOARD MEMBER 1.00 X 900 0 0 RYAN B MCMAHAN BOARD MEMBER 1.00 X 1350 0 0 ROBERT S RODA BOARD MEMBER 1.00 X 0 0 0 MOEIN SADRKHANI BOARD MEMBER 1.00 X 1350 0 0 TOM VON SYDOW BOARD MEMBER 1.00 X 0 0 0 SCOTT FEHRS BOARD MEMBER 1.00 X 900 0 0 MARIA MARANGA BOARD MEMBER 1.00 X 900 0 0 SCOTT B MCCLANAHAN BOARD MEMBER 1.00 X 900 0 0 MARK A ODOM BOARD MEMBER 1.00 X 0 0 0 JUHEON SEUNG BOARD MEMBER 1.00 X 0 0 0 PATRICK DAHLKEMPER BOARD MEMBER 1.00 X 900 0 0 NATASHA FLAKE AAE OFFICER SERVING AS TRU 1.00 10.00 X 0 27750 0 CRAIG HIRSCHBERG AAE OFFICER SERVING AS TRU 1.00 10.00 X 0 37208 0 STEVEN J KATZ AAE OFFICER SERVING AS TRU 1.00 10.00 X 0 26500 0 ALAN LAW AAE OFFICER SERVING AS TRU 1.00 10.00 X 0 5043 0 STEFAN I ZWEIG AAE OFFICER SERVING AS TRU 1.00 10.00 X 0 30293 0 ANTHONY T BORGIA TREASURER 2.00 X 1200 0 0 MARGOT KUSIENSKI PRESIDENT 4.00 X 1200 0 0 PATRICIA TORDIK PRESIDENT-ELECT (EFFECTIVE 2.00 X 3225 0 0 FIZA SINGH SECRETARY 1.00 X 1350 0 0 KEN WIDELKA EXECUTIVE DIRECTOR 5.00 35.00 X 0 478152 66430 REBECCA PERRY CHIEF FINANCIAL OFFICER 4.00 36.00 X 0 225670 28906 21075 830616 95336 0 0 1 0 0 757920 757920 1053217 1053217 1150000 1248607 -98607 -98607 -98607 1712530 0 0 954610 565575 565575 321000 321000 116796 116796 21075 21075 59499 59499 88046 817 51985 35244 15753 1124 1703 12926 150053 30898 107391 11764 72414 5196 66501 717 5484 5484 7024 7024 COST SHARING REIMBURSEM 706173 198357 212555 295261 ANNUAL SESSION 35053 7134 27919 BANK FEES 14101 14101 RECOGNITION AWARDS 2865 1081 1708 76 1515 1515 2182426 1247868 550651 383907 499798 642225 478998 503386 1406801 1047783 76189 61204 20469 14985 30212887 34499748 32618953 36708127 62921 119847 18511 77264 30637 77383 112069 274494 X 31095819 35385950 1411065 1047683 32506884 36433633 32618953 36708127 X -469896 4581672 -185027 X X 0 1 X 1 0 X X 1 AMERICAN ASSN OF ENDODONTISTS 236191090 10 0 177619 0 1 177619 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 PART I, LINE 12G, COLUMN IV: THE FOUNDATION'S ARTICLES OF INCORPORATION DO NOT SPECIFICALLY MENTION THE AMERICAN ASSOCIATION OF ENDODONTISTS (AAE) AS BEING A SUPPORTED ORGANIZATION. HOWEVER, AAE AND THE FOUNDATION HAVE A HISTORIC AND CONTINUING RELATIONSHIP. FURTHERMORE, AAE QUALIFIED AS A 509(A)(2) ORGANIZATION AND THERE HAS DELVELOPED A SUBSTANTIAL IDENTITY OF INTEREST BETWEEN AAE AND THE FOUNDATION. PART IV, SECTION A, LINE 2: THE FOUNDATION'S SUPPORTED ORGANIZATION, AMERICAN ASSOCIATION OF ENDODONTISTS (AAE), IS SUPPORTED BY MEMBERSHIP DUES AND FUNDS RESULTING FROM THE PERFORMANCE OF ITS EXEMPT ACTIVITIES. THE SUPPORT CONSTITUTES MORE THAN ONE-THIRD OF AAE'S SUPPORT AND AAE DOES NOT NORMALLY RECEIVE MORE THAN ONE-THIRD OF ITS SUPPORT FROM ITEMS DESCRIBED IN SECTION 509(A)(2)(B). SINCE MORE THAN ONE-THIRD OF AAE'S SUPPORT IS DERIVED FROM MEMBERSHIP DUES AND FUNDS RESULTING FROM THE PERFORMANCE OF EXEMPT PURPOSES AND NOT MORE THAN ONE-THIRD OF ITS SUPPORT IS FROM ITEMS DESCRIBED IN SECTION 509(A)(2)(B), AAE QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION DESCRIBED IN SECTION 509(A)(2) IF IT WERE DESCRIBED IN SECTION 501(C)(3) RATHER THAN SECTION 501(C)(6). PART IV, SECTION A, LINE 3B THE DETERMINATION WAS MADE IN THE CURRENT YEAR BASED ON A REVIEW OF THE SUPPORTED ORGANIZATION'S MOST RECENTLY FILED FEDERAL FORM 990. PART IV, SECTION A, LINE 3C THE FOUNDATION'S ARTICLES REQUIRE IT TO CARRY ON ACTIVITIES DESCRIBED IN THE INTERNAL REVENUE CODE SECTION 170(C)(2)(B). THE FOUNDATION HAS OVERSIGHT IN PLACE THAT ENSURES THAT ALL SUPPORT PROVIDED TO THE SUPPORTED ORGANIZATION IS FOR PURPOSES DESCRIBED IN THE INTERNAL REVENUE CODE SECTION 170(C)(2)(B). PART IV, SECTION C, LINE 1 THE MAJORITY OF THE BOARD OF TRUSTEES OF THE FOUNDATION IS ELECTED BY THE GENERAL ASSEMBLY OF AMERICAN ASSOCIATION OF ENDODONTISTS (AAE). IN ADDITION TO THE BOARD MEMBERS ELECTED BY THE AAE GENERAL ASSEMBLY, FOUR OF THE FOUNDATION'S BOARD OFFICERS ARE REQUIRED TO BE THE FOUR OFFICERS OF AAE, AS DEFINED IN AAE'S BYLAWS. THE EXECUTIVE DIRECTOR OF AAE IS ALSO AN EX OFFICIO MEMBER OF THE FOUNDATION BOARD WITH A VOTE. BASED ON THOSE FACTS, CONTROL AND MANAGEMENT OF THE FOUNDATION IS VESTED IN THE SAME PERSONS THAT CONTROL AND MANAGE AAE. PART IV, SECTION A, LINE 1 THE FOUNDATION'S ARTICLES OF INCORPORATION DO NOT SPECIFICALLY MENTION THE AMERICAN ASSOCIATION OF ENDODONTISTS (AAE) AS BEING A SUPPORTED ORGANIZATION. HOWEVER, AAE AND THE FOUNDATION HAVE A HISTORIC AND CONTINUING RELATIONSHIP. FURTHERMORE, AAE QUALIFIED AS A 509(A)(2) ORGANIZATION AND THERE HAS DELVELOPED A SUBSTANTIAL IDENTITY OF INTEREST BETWEEN AAE AND THE FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76189 61204 14985 14985 DUE TO AMERICAN ASSOCIATION OF ENDODONTISTS 77383 77383 X 6049676 4581672 -185027 4396645 1653031 59499 59499 1712530 2122927 0 2122927 59499 59499 2182426 PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ENTITY AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), AND IS EXEMPT FROM INCOME TAXES, EXCEPT TO THE EXTENT OF ANY UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. THE FOUNDATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE PLEDGES -185,027. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 116796 0 0 0 0 0 0 116796 0 116796 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH FELLOWSHIP GRANT, COMPETITIVE RESEARCH GRANT, AND RESIDENT RESEARCH GRANT 62296 CHECKS AND WIRE 0 1 FELLOWSHIP GRANT, FULL TIME EDUCATOR GRANT NORTH AMERICA 4 54500 CHECK 0 0 0 0 0 0 PART I, LINE 2: THE RECIPIENT OF THE GRANTS IS A UNIVERSITY IN CANADA WHICH HAS STRINGENT REQUIREMENTS FOR RESEARCH FUNDING. AAEF'S REQUIREMENTS REQUIRE A RESEARCH PLAN IN THE APPLICATION, ANNUAL PROGRESS REPORTS IF THE PROJECT TIMELINE IS GREATER THAN ONE YEAR, FINAL REPORT UPON PROJECT COMPLETION, AND COMPLIANCE WITH RESEARCH REQUIREMENTS OF FUNDING ORGANIZATION (UNIVERSITY). PART I, LINE 3: METHOD USED TO ACCOUNT FOR EXPENDITURES IN THE ORGANIZATION'S FINANCIAL STATEMENTS: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA. 1 AMERICAN ASSOCIATION OF ENDODONTISTS 180 N STETSON AVE CHICAGO IL 606016710 236191090 501(C)(6) 102944 0 EDUCATOR WORKSHOP AMERICAN ASSOCIATION OF ENDODONTISTS 180 N STETSON AVE CHICAGO IL 606016710 236191090 501(C)(6) 50000 0 OUTCOMES CONSENSUS RESEARCH AMERICAN ASSOCIATION OF ENDODONTISTS 180 N STETSON AVE CHICAGO IL 606016710 236191090 501(C)(6) 25000 0 APICES AMERICAN DENTAL EDUCATION ASSOCIATION DEPT 0741 WASHINGTON DC 200730741 911993281 501(C)(3) 25000 0 ADEA LEADERSHIP NOVA SOUTHEASTERN UNIVERSITY 3200 S UNIVERSITY DRIVE FORT LAUDERDALE FL 33328 591083502 501(C)(3) 6000 0 RESIDENT RESEARCH UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DR SAN ANTONIO TX 782293900 741586031 8511 0 COMPETITIVE RESEARCH UNIVERSITY OF PITTSBURGH 3501 TERRACE ST SALK ANNEX PITTSBURGH PA 152611923 250965591 501(C)(3) 24941 0 COMPETITIVE RESEARCH RUTGERS THE STATE UNIVERSITY 33 KNIGHTSBRIDGE ROAD PISCATAWAY NJ 08854 226001086 12020 0 COMPETITIVE RESEARCH TEXAS A&M COLLEGE OF DENTISTRY DEPT OF ENDODONTICS 3302 GASTON AVE DALLAS TX 752462013 746000531 9391 0 COMPETITIVE RESEARCH UNIVERSITY OF MARYLAND 220 ARCH STREET RM 02-123 BALTIMORE MD 21201 521125663 15675 0 COMPETITIVE RESEARCH UNIVERSITY OF ALABAMA AT BIRMINGHAM 1720 2ND AVE SOUTH BIRMINGHAM AL 352940109 636001138 6000 0 COMPETITIVE RESEARCH SMILE UNTO HIM 6611 ARLINGTON AVE SUITE G RIVERSIDE CA 92504 473989669 501(C)(3) 6891 0 DOMESTIC OUTREACH URRP-UKRANIAN REFUGEE 1500 WESTON RD SUITE 3021 WESTON FL 33326 883263131 15000 0 DOMESTIC OUTREACH 5 10 EDUCATOR 10TH ANNIVERSARY AWARD 12 120000 ENDODONTICS EDUCATOR FELLOWSHIP AWARD 4 201000 PART I, LINE 2: PERIODIC REPORTS ARE RECEIVED FROM ORGANIZATIONS AND INDIVIDUALS RECEIVING GRANTS AND REVIEWED BY MANAGEMENT. X X X X 0 0 0 0 0 0 0 0 0 KEN WIDELKA EXECUTIVE DIRECTOR 0 421170 0 43890 0 13092 0 33439 0 32991 0 544582 0 0 REBECCA PERRY CHIEF FINANCIAL OFFICER 0 212961 0 9672 0 3037 0 16116 0 12790 0 254576 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION BOARD OF TRUSTEES NOMINATES POTENTIAL BOARD MEMBERS TO THE AMERICAN ASSOCIATION OF ENDODONTISTS (AAE) GENERAL ASSEMBLY. THE AAE GENERAL ASSEMBLY ELECTS THE INDIVIDUALS TO SERVE ON THE FOUNDATION'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS SHARED WITH THE BOARD OF TRUSTEES AND REVIEWED BY THE FOUNDATION'S STAFF PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. IN ADDITION, AT THE BEGINNING OF EACH BOARD MEETING, ALL INDIVIDUALS ARE REQUESTED TO PROVIDE UPDATES TO THEIR DISCLOSURES, SO THAT ANY POTENTIAL CONFLICTS ARE IDENTIFIED AND DEALT WITH APPROPRIATELY AT EACH MEETING.THE CONFLICT OF INTEREST FORMS ARE REVIEWED BY STAFF AND THOSE WITH CONFLICTS ARE SHARED WITH THE FOUNDATION OFFICERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE AMERICAN ASSOCIATION OF ENDODONTISTS, A RELATED ORGANIZATION, BASED UPON A WRITTEN CONTRACT WHICH IS REVIEWED AND APPROVED BY THAT ORGANIZATION'S BOARD OF DIRECTORS. COMPENSATION FOR OTHER KEY EMPLOYEES IS BASED ON MARKET COMPARABILITY FOR SIMILAR JOBS THROUGH THE HUMAN RESOURCES DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. A SUMMARY OF THE FINANCIAL STATEMENTS IS INCLUDED IN THE ANNUAL REPORT. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE PLEDGES -185,027. PART XII, LINE 2C THE FOUNDATION'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. AMERICAN ASSOCIATION OF ENDODONTISTS 180 N STETSON AVENUE SUITE 1500 CHICAGO IL 606016811 216191090 TRADE ASSOCIATION FOR ENDODONTISTS IL 510(C)(6) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 AMERICAN ASSOCIATION OF ENDODONTISTS B 177619 ACTUAL AMOUNTS AWARDED AMERICAN ASSOCIATION OF ENDODONTISTS N 149889 ACTUAL COSTS INCURRED AMERICAN ASSOCIATION OF ENDODONTISTS O 556287 ACTUAL COSTS INCURRED AMERICAN ASSOCIATION OF ENDODONTISTS Q 225040 ACTUAL AMOUNTS RECEIVED AMERICAN ASSOCIATION OF ENDODONTISTS P 288802 ACTUAL COSTS INCURRED AMERICAN ASSOCIATION OF ENDODONTISTS R 863313 ACTUAL AMOUNTS TRANSFERRED AMERICAN ASSOCIATION OF ENDODONTISTS C 36000 ACTUAL AMOUNTS RECEIVED