WISCONSIN DENTAL ASSOCIATION FOUNDATION INC: Form 990, tax year 2024
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- Organization
- WISCONSIN DENTAL ASSOCIATION FOUNDATION INC (EIN 39-0965289)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349307261
- Schema version
- 2024v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T18:58:11-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1Txt |
| City | MIDDLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53562 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390965289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN DENTAL ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 4142764520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6737 W WASHINGTON STREET 2360 | AddressLine1Txt |
| City | WEST ALLIS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SPIEGELHOFF | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4142764520 | PhoneNum |
| Signature | 2025-05-09 | 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 | LAURA SCHWEITZER CPA | PreparerPersonNm |
| PTIN | P01760010 | PTIN |
| Phone | 6086628600 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK SPIEGELHOFF | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6737 W WASHINGTON STREET 2360 | AddressLine1Txt |
| City | WEST ALLIS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $434,227 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WDA.ORG/WDA-FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE WISCONSIN DENTAL ASSOCIATION FOUNDATION IS COMMITTED TO IMPROVING THE ORAL HEALTH AND OVERALL WELL-BEING OF WISCONSIN RESIDENTS WHILE SUPPORTING THE NEEDS OF THE DENTAL COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 465 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $279,585 | PYContributionsGrantsAmt |
| CY Contributions Grants | $259,571 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $150,324 | PYInvestmentIncomeAmt |
| CY Investment Income | $169,581 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$4,945 | PYOtherRevenueAmt |
| CY Other Revenue | -$2,560 | CYOtherRevenueAmt |
| PY Total Revenue | $424,964 | PYTotalRevenueAmt |
| CY Total Revenue | $426,592 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $90,414 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $72,524 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $112,831 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $162,388 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,591 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $239,979 | PYOtherExpensesAmt |
| CY Other Expenses | $78,286 | CYOtherExpensesAmt |
| PY Total Expenses | $443,224 | PYTotalExpensesAmt |
| CY Total Expenses | $313,198 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$18,260 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $113,394 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,081,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,565,625 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,387 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,065 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,074,809 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,557,560 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WISCONSIN DENTAL ASSOCIATION FOUNDATION IS COMMITTED TO IMPROVING THE ORAL HEALTH AND OVERALL WELL-BEING OF WISCONSIN RESIDENTS WHILE SUPPORTING THE NEEDS OF THE DENTAL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $86,563 | ExpenseAmt |
| Grant | $72,524 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE ANNUAL GRANT PROGRAM EXTENDS THE WDA FOUNDATION'S REACH THROUGHOUT THE STATE, AWARDING GRANTS TO SUPPORT NONPROFIT DENTAL CLINICS AND PROGRAMS WHILE THE SMILE PROGRAM PROVIDES UNDERPRIVILEGED CHILDREN, ADULTS AND SENIORS WITH THE SUPPLIES NEEDED TO PUT THEM ON THE RIGHT TRACK FOR GOOD ORAL HEALTH. IN ADDITION, THE SCHOLARSHIP PROGRAM ENHANCES EDUCATIONAL OPPORTUNITIES BY AWARDING SCHOLARSHIPS TO DENTAL STUDENTS IN THE STATE OF WISCONSIN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $90,796 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | DONATED DENTAL SERVICES FOCUSES ON RESTORING THE DENTAL HEALTH OF INDIVIDUALS UNABLE TO AFFORD DENTAL CARE DUE TO A LIMITED INCOME THAT IS LINKED TO PERMANENT DISABILITY, CHRONIC ILLNESS OR ADVANCED AGE. IN 2024, THIS PROGRAM PROVIDED DENTAL SERVICES VALUED AT $154,789 FOR DENTAL TREATMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,188 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE MISSION OF MERCY PROGRAM BRINGS DENTISTS, DENTAL TEAM MEMBERS AND VOLUNTEERS FROM ACROSS THE STATE TOGETHER TO TREAT IMMEDIATE DENTAL NEEDS, RELIEVE INDIVIDUALS OF PAIN AND RID THEM OF INFECTION SO THEY CAN FOCUS ON "STARTING OVER" WITH PREVENTATIVE CARE. THIS PROGRAM IS HELD EVERY OTHER YEAR AND THERE WAS NO EVENT IN 2024. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,854 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FOUNDATION'S DENTISTS CONCERNED FOR DENTISTS PROGRAM WAS CREATED IN 1984 TO PROVIDE COMPASSIONATE, CONFIDENTIAL ASSISTANCE AND REFERRAL TO DENTAL PROFESSIONALS STRUGGLING WITH ALCOHOL OR CHEMICAL DEPENDENCY, DEPRESSION, ILLNESS OR OTHER WELL-BEING ISSUES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,854 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $199,401 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABBY SWETS | PersonNm |
| Phone | 4147554102 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6737 W WASHINGTON ST STE 2360 | AddressLine1Txt |
| City | WEST ALLIS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DR TOM NOCKERTS | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR TIM DURTSCHE | ||||||
| VICE PRESIDENT/DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR MARK PAGET | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR RICHARD MUELLER | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR BILL HUTCHINSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JOHN SADOWSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR HENRY WENGELEWSKI JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR ALICIA MALAK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR FRED JAEGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR SUSAN CABLE | ||||||
| STATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR EUGENE SHOEMAKER | ||||||
| STATE DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS LINDA QUAST | ||||||
| DIRECTOR AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SPIEGELHOFF | ||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $80,606 | $0 | $20,289 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $80,606 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,289 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $7,725 | FundraisingAmt |
| Government Grants | $24,623 | GovernmentGrantsAmt |
| All Other Contributions | $227,223 | AllOtherContributionsAmt |
| Noncash Contributions | $13,195 | NoncashContributionsAmt |
| Total Contributions | $259,571 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,581 | TotalRevenueColumnAmt |
| Exclusion | $169,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $5,075 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $7,725 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $7,635 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,560 | TotalRevenueColumnAmt |
| Exclusion | -$2,560 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $426,592 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $167,021 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,524 | TotalAmt |
| Program Services | $52,524 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,895 | TotalAmt |
| Program Services | $49,439 | ProgramServicesAmt |
| Management And General | $51,456 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,444 | TotalAmt |
| Program Services | $35,901 | ProgramServicesAmt |
| Management And General | $11,543 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,928 | TotalAmt |
| Program Services | $1,222 | ProgramServicesAmt |
| Management And General | $706 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,225 | TotalAmt |
| Program Services | $2,225 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,896 | TotalAmt |
| Program Services | $5,762 | ProgramServicesAmt |
| Management And General | $4,134 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,550 | TotalAmt |
| Program Services | $5,185 | ProgramServicesAmt |
| Management And General | $6,365 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,748 | TotalAmt |
| Management And General | $15,748 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,464 | TotalAmt |
| Program Services | $6,248 | ProgramServicesAmt |
| Fundraising | $216 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,294 | TotalAmt |
| Program Services | $2,407 | ProgramServicesAmt |
| Management And General | $9,923 | ManagementAndGeneralAmt |
| Fundraising | $3,964 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,006 | TotalAmt |
| Program Services | $12,236 | ProgramServicesAmt |
| Management And General | $6,770 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,505 | TotalAmt |
| Program Services | $444 | ProgramServicesAmt |
| Management And General | $1,061 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478 | TotalAmt |
| Program Services | $478 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EVENT EXPENSES | $4,451 | $3,802 | $238 | $411 |
| VOLUNTEER RECOGNITION | $1,528 | $1,528 | ||
| MEMBERSHIP DUES | $762 | $762 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,198 | TotalAmt |
| Program Services | $199,401 | ProgramServicesAmt |
| Management And General | $109,206 | ManagementAndGeneralAmt |
| Fundraising | $4,591 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,546 | BOYAmt |
| EOY | $15,715 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,033 | BOYAmt |
| EOY | $168,953 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,738 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,322 | BOYAmt |
| EOY | $18,405 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,281 | BOYAmt |
| EOY | $13,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,150 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,476 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,674 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,930,276 | BOYAmt |
| EOY | $4,347,048 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,081,196 | BOYAmt |
| EOY | $4,565,625 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,387 | BOYAmt |
| EOY | $8,065 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,387 | BOYAmt |
| EOY | $8,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,808,230 | BOYAmt |
| EOY | $4,244,253 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,579 | BOYAmt |
| EOY | $313,307 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,074,809 | BOYAmt |
| EOY | $4,557,560 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,081,196 | BOYAmt |
| EOY | $4,565,625 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $113,394 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $369,357 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,899 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $169,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $279,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $259,571 | CurrentTaxYearAmt |
| Total | $1,125,644 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $212,899 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $169,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $279,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $259,571 | CurrentTaxYearAmt |
| Total | $1,125,644 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,125,644 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $201,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $192,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,324 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,581 | CurrentTaxYearAmt |
| Total | $834,499 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,960,143 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,247 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,150 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,476 | DepreciationAmt |
| Book Value | $1,674 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,674 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $969,253 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $369,357 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $181,417 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $7,635 | OtherRevenueAmt |
| Revenue Not Reported | $558,409 | RevenueNotReportedAmt |
| Revenue Subtotal | $410,844 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $15,748 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $15,748 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $426,592 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $486,502 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $181,417 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $7,635 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $189,052 | ExpensesNotReportedAmt |
| Expenses Subtotal | $297,450 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $15,748 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $15,748 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $313,198 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 7,635. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 7,635. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN COUNTY ORAL HEALTH PARTNERSHIP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1245 MAIN STREET | AddressLine1Txt |
| City | GREEN BAY | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 208969896 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $6,892 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | PORTABLE X-RAY UNIT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS FOR DENTAL STUDENTS - MUSOD | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $20,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS A SET OF CRITERIA BY WITH GRANT AND SCHOLARSHIP FUNDING DECISIONS ARE MADE. A POOL OF FUNDS FOR GRANTS IS DETERMINED BASED UPON A PERCENTAGE OF UNRESTRICTED ASSETS AND IS BUILT INTO THE BUDGET. THE FOUNDATION FINANCE AND ALLOCATION COMMITTEE REVIEW THE GRANT APPLICATIONS AND MAKE FUNDING RECOMMENDATIONS THAT ARE REVIEWED AND APPROVED BY THE FULL FOUNDATION BOARD OF DIRECTORS. THE SCHOLARSHIP COMMITTEE REVIEWS APPLICANTS AND MAKES RECOMMENDATIONS TO MUSOD. DOCUMENTS FROM THESE MEETINGS AND MEETING MINUTES ARE MAINTAINED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMITTEE IS COMPRISED OF BOARD OFFICERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE FOUNDATION EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE FOLLOWING COMPLETION OF THE TAX RETURN, AFTER THAT REVIEW AND ANY NECESSARY ADJUSTMENT, THE DRAFT FORM 990 IS SHARED WITH THE BOARD TO BE REVIEWED. THE RETURN IS REVIEWED WITH THE BOARD BEFORE BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTOR AND KEY EMPLOYEES ARE ASKED AT EACH MEETING IF THEY HAVE A CONFLICT WITH ANY ISSUE ON THE AGENDA. IF ANY CONFLICT ARISES, THE MATTER IS DISCUSSED WITH THE POTENTIALLY CONFLICTED PERSON, ALL FACTS ARE GATHERED AND THE PERSON THEN LEAVES SO THE REMAINING BOARD CAN DISCUSS AND VOTE ON IF A POTENTIAL CONFLICT EXISTS. THE BOARD THEN DETERMINES WHAT ACTION IS IN THE BEST INTEREST OF THE FOUNDATION. ALL DISCUSSION AND VOTES ARE RECORDED IN THE MEETING MINUTES. OFFICERS AND BOARD MEMBERS ARE REQUIRED TO ANNUALLY SIGN A STATEMENT REGARDING THEIR UNDERSTANDING AND COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR SALARY IS DETERMINED THROUGH THE BUDGET PROCESS. COMPARABLE WAGE DATA IS OBTAINED FROM AN INDEPENDENT FIRM SPECIALIZING IN HUMAN RESOURCES AND THE SALARY IS LATER APPROVED BY THE BOARD OF DIRECTORS IN CONJUNCTION WITH THE APPROVAL OF THE ANNUAL BUDGET. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |