2023-04-25T13:57:46-05:00 2022-06-30 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2021-07-01 911993281 AMERICAN DENTAL EDUCATION ASSOCIATION AMER 2022897201 655 K STREET NW 800 WASHINGTON DC 200012399 KAREN P WEST DMD CHIEF EXECUTIVE OFFICER 2022897201 2023-04-18 1 KAREN WEST DMD 999009999 MEREDITH BELL P01696827 2022932200 2023-04-18 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KAREN P WEST DMD 655 K STREET NW 800 WASHINGTON DC 200012399 32080916 0 X WWW.ADEA.ORG X 1923 DC TO LEAD INDIVIDUALS AND INSTITUTIONS IN THE IMPROVEMENT OF ORAL HEALTH. 11 10 74 300 111372 0 268981 3659046 27154614 27313197 1076872 805212 325097 74720 28825564 31852175 315226 259707 0 0 10635503 10900901 0 0 162986 13315872 16855316 24266601 28015924 4558963 3836251 38625802 35364260 9872239 7025750 28753563 28338510 X TO LEAD AND SUPPORT THE HEALTH PROFESSIONS COMMUNITY IN PREPARING FUTURE-READY ORAL HEALTH PROFESSIONALS. 0 0 9982939 4309 23484011 THE ADEA DIVISION OF EDUCATIONAL PATHWAYS OFFERS APPLICANTS TO DENTAL, ALLIED DENTAL AND ADVANCED DENTAL EDUCATION PROGRAMS CENTRALIZED APPLICATION SERVICES (CAS'S) TO PROMOTE A STRAIGHTFORWARD AND CONVENIENT PROCESS OF APPLYING TO DENTAL SCHOOLS OR PROGRAMS. EACH CAS STREAMLINES THE APPLICATION PROCESS FOR BOTH APPLICANTS AND PROGRAMS BY ALLOWING APPLICANTS TO COMPLETE ONE APPLICATION FOR MULTIPLE SCHOOLS OR PROGRAMS. ADEA'S FOUR CAS'S ARE:1. ADEA AADSAS (ASSOCIATED AMERICAN DENTAL SCHOOLS APPLICATION SERVICE) FOR TRADITIONAL D.D.S. AND D.M.D. PROGRAMS AT ALL U.S. DENTAL SCHOOLS. 2. ADEA CAAPID (CENTRALIZED APPLICATION FOR ADVANCED PLACEMENT FOR INTERNATIONAL DENTISTS) IS FOR FOREIGN EDUCATED DENTAL GRADUATES WHO WISH TO PRACTICE DENTISTRY IN THE U.S. THESE PROGRAMS OFFER ADVANCED STANDING PROGRAMS THAT ARE TYPICALLY SHORTER IN LENGTH COMPARED TO TRADITIONAL DENTAL DEGREES.3. ADEA PASS (POSTDOCTORAL APPLICATION SUPPORT SERVICE) IS FOR DENTAL STUDENTS AND DENTISTS PURSUING ADVANCED DENTAL EDUCATION PROGRAMS.4. ADEA DHCAS (DENTAL HYGIENE CENTRALIZED APPLICATION SERVICE) IS FOR DENTAL HYGIENE PROGRAMS AT ALL EDUCATION LEVELS. 5003299 147608 1063735 THE ADEA OFFICE OF LEARNING (OL) INCLUDES THE ADEA DEPARTMENTS OF PROFESSIONAL DEVELOPMENT (PD) AND ADEA MEETINGS, CONFERENCES AND EDUCATIONAL TECHNOLOGY (MCET). ADEA OL PROVIDES ALL LOGISTICAL SUPPORT, PROGRAM DEVELOPMENT, AND REVIEW FOR ALL ADEA MEETINGS, EVENTS, CONFERENCES, SYMPOSIA AND WORKSHOPS; ONLINE LEARNING AND EDUCATIONAL TECHNOLOGY SERVICES, INCLUDING ADEA ELEARN, ADEA LEADE AND CONFERENCE APPS AND ONLINE PLANNERS; AWARDS, SCHOLARSHIPS AND FELLOWSHIPS; LEADERSHIP AND FACULTY DEVELOPMENT PROGRAMMING; SPEAKER MANAGEMENT AND TRAINING; CE OVERSIGHT AND MANAGEMENT; EXHIBITS AND SPONSORSHIP SUPPORT. 2018168 190 2654079 THE ADEA DIVISION OF COMMUNICATIONS AND MEMBERSHIP (DCM) IS RESPONSIBLE FOR ADEA'S EFFORTS TO ADVANCE PUBLIC UNDERSTANDING AND SUPPORT OF ACADEMIC DENTAL INSTITUTIONS AND THEIR CONTRIBUTIONS TO THE NATION'S HEALTH. DCM SERVES AS THE ORGANIZATION-WIDE RESOURCE FOR ADEA'S COMMUNICATIONS AND MARKETING STRATEGY, MESSAGING, MEDIA RELATIONS AND SOCIAL MEDIA; WEBSITE CONTENT DEVELOPMENT, STRATEGY AND REDESIGN EFFORTS; BRANDING AND REPUTATION MANAGEMENT; GRAPHIC DESIGN AND ADVERTISING; PUBLICATIONS, INCLUDING THE ADEA PRINT AND ONLINE JOURNAL OF DENTAL EDUCATION, BULLETIN OF DENTAL EDUCATION, ADEA OFFICIAL GUIDE TO DENTAL SCHOOLS AND ONLINE DENTAL SCHOOL EXPLORER; DENTED JOBS JOB BOARD AND ADEA DIRECTORY OF INSTITUTIONAL MEMBERS; PUBLISHING AND EDITORIAL SERVICES; VIDEO AND PHOTOGRAPHY SERVICES; MEMBERSHIP SERVICES AND MEMBER ENGAGEMENT, RECRUITMENT AND RETENTION EFFORTS; PRODUCT QUALITY CONTROL AND THE DEVELOPMENT OF NEW AND DIGITAL TECHNOLOGIES AND STRATEGIES TO REACH THE ORGANIZATION'S PRIORITY AUDIENCES; AND DEVELOPS COMMUNICATIONS AND MARKETING CAMPAIGNS TO PROMOTE ADEA PROGRAMS, PRODUCTS, SERVICES, MEETINGS AND EVENTS. 1967529 64105 ACCESS, DIVERSITY AND INCLUSION - ADEA'S OFFICE OF ACCESS, DIVERSITY AND INCLUSION IS DEDICATED IS DEDICATED TO PROMOTING SUPPORTIVE DENTAL EDUCATION ENVIRONMENTS THAT EMBRACE DIFFERENCES, FOSTER EQUITY AND INCLUSION FOR DENTAL AND ALLIED DENTAL STUDENTS, RESIDENTS, FELLOWS, FACULTY, STAFF AND ADMINISTRATORS AT ADEA MEMBER INSTITUTIONS AND ITS CONSTITUENCIES. ADEA'S COMMITMENT TO INCLUSIVE EXCELLENCE IS DEMONSTRATED THROUGH PROGRAMMING, MEETINGS, INITIATIVES AND RESOURCES, AWARENESS EFFORTS AND STRATEGIC PARTNERSHIPS. ADEA ADI STRIVES TO ENSURE THAT SUCCESS, ACCESS, CULTURAL COMPETENCE, INCLUSION AND BELONGING ARE AN INTEGRAL PART OF DENTAL EDUCATION AND ADEA'S VOICE AS A LEADER IN HEALTH PROFESSIONS' EDUCATION. 1560528 800 OFFICE OF EDUCATIONAL POLICY AND RESEARCH - THE ADEA OFFICE OF EDUCATIONAL POLICY AND RESEARCH CONDUCTS EDUCATIONAL POLICY RESEARCH AND STUDIES IN AREAS RELEVANT TO THE NEEDS OF DENTAL EDUCATION, INCLUDING THE STUDY OF, DATA ANALYSIS, RECOMMENDATIONS, PACKAGING AND DISTRIBUTION OF EDUCATIONAL POLICY RELEVANT FOR ACADEMIC DENTAL INSTITUTIONS AND THE ORAL HEALTH COMMUNITY. ADEA OPER PRODUCES POLICY PAPERS AND RESEARCH PUBLICATIONS THAT INFORM ADEA MEMBERS AND STRENGTHEN DENTAL, ALLIED DENTAL AND ADVANCED DENTAL EDUCATION PROGRAMS WHILE SUPPORTING ORAL HEALTH, PUBLIC HEALTH AND HEALTH PROFESSIONS EDUCATION COLLABORATIONS AND INITIATIVES. 980009 42695 ADVOCACY AND GOVERNMENT RELATIONS (AGR) - ADEA AGR PROVIDES INFORMATION ON POLICY AND POLITICS IN WASHINGTON, DC, ALL 50 STATES, PUERTO RICO AND CANADA. AS THE VOICE OF DENTAL EDUCATION, ADEA AGR WORKS TO SHAPE LEGISLATION AND REGULATIONS THAT SUPPORT AND ADVANCE ACADEMIC DENTISTRY AND DENTAL AND CRANIOFACIAL RESEARCH. 4508066 107600 21512472 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 110 0 1 74 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X CHRISTOPHER F CARR CPA 2022897201 655 K STREET NW 800 WASHINGTON DC 200012399 NADER NADERSHAHI CHAIR-ELECT (THRU 3/22); CHAIR 2.00 0.00 X X 0 0 0 RYAN QUOCK IMMEDIATE PAST CHAIR (THRU 3/22) 2.00 0.00 X X 0 0 0 KEITH MAYS CHAIR (THRU 3/22); IMM PAST CHAIR 2.00 0.00 X X 0 0 0 AMY COPLEN BOARD DIRECTOR FOR ALLIED 2.00 0.00 X 0 0 0 JAMES LOTT BOARD DIR FOR FACULTIES (THRU 3/22) 2.00 0.00 X 0 0 0 LAURA ROMITO BOARD DIR FOR SECTIONS 2.00 0.00 X 0 0 0 STEVEN FRIEDRICHSEN BOARD DIRECTOR FOR DEANS 2.00 0.00 X 0 0 0 GREGORY NESS BOARD DIRECTOR FOR ADVANCED EDU 2.00 0.00 X 0 0 0 MANAVI NAGAI BOARD DIR FOR STUDENTS (THRU 3/22) 2.00 0.00 X 0 0 0 LARRY SCHNUCK BOARD DIRECTOR FOR CORPORATE COUNCIL 2.00 0.00 X 0 0 0 KAREN WEST PRESIDENT AND CEO 35.00 1.00 X X 478269 0 36653 CHRISTOPHER CARR CHIEF FINANCIAL OFFICER 35.00 5.00 X 264784 0 52907 JASON LEE CHIEF OF STAFF 35.00 1.00 X 291737 0 41626 DENICE STEWART CHIEF POLICY OFFICER 35.00 0.00 X 280336 0 36815 MARSHA PYLE SENIOR SCHOLAR IN RESIDENCE 35.00 0.00 X 257203 0 13949 SONYA SMITH CHIEF DIVERSITY OFFICER 35.00 0.00 X 254190 0 39495 B TIMOTHY LEETH CHIEF ADVOCACY OFFICER 35.00 0.00 X 222582 0 23642 KRISA HAGGINS SVP, MEETINGS, CONFERENCES 35.00 0.00 X 208921 0 32780 CAROLYN BOOKER SVP, EDUCATIONAL PATHWAYS 35.00 0.00 X 199060 0 31565 SEAN LOUGHLIN CHIEF COMMUNICATIONS AND M 35.00 0.00 X 199272 0 24598 EMILIA ISTRATE SVP, POLICY AND EDUCATION RESEARCH 35.00 0.00 X 200932 0 30360 JEFFERY STEWART SVP, INTERPROFESSIONAL AND 35.00 0.00 X 187165 0 27498 JULIE BOYTON SVP, HUMAN RESOURCES 35.00 0.00 X 177640 0 37719 TITA GRAY SVP, ACCESS, DIVERSITY AND INCLUSION 35.00 0.00 X 160244 0 23582 FRANC SLAPAR SENIOR DIRECTOR, RESEARCH 35.00 0.00 X 149641 0 37118 3531976 0 490307 31 0 1 0 LIAISON INTERNATIONAL INC 311 ARSENAL STREET WATERTOWN MA 02472 DATA PROCESSING 7354161 NONPROFIT HR SOLUTIONS LLC 1441 L ST NW 12TH FLOOR WASHINGTON DC 20005 CONSULTANT 535572 FREEMAN AUDIO VISUAL SOLUTIONS PO BOX 650519 DALLAS TX 75264 AV EQUIPMENT 383808 HYATT REGENCY ST LOUIS AT THE ARCH PO BOX 205327 DALLAS TX 75320 HOTEL & INCIDENTALS/AV EQUIPMENT/EVENT C 280707 ELLIOTT LEWIS CORPORATION 2900 BLACK LAKE PLACE PHILADELPHIA PA 19154 EVENT LABORERS 258996 20 3107304 551742 3659046 APPLICATION FEES 900099 23484011 23484011 MEMBERSHIP DUES 900099 2071620 2071620 MEETINGS 900099 1175107 1175107 PUBLICATIONS 541800 582459 471087 111372 27313197 919269 919269 71248 71248 114684 228741 -114057 -114057 -114057 MISCELLANEOUS 900099 3472 3472 3472 31852175 27201825 111372 879932 173707 173707 86000 86000 2976456 1941950 1001492 33014 6131501 4000418 2063073 68010 569460 371537 191607 6316 568010 370591 191119 6300 655474 427656 220548 7270 286186 228959 54051 3176 75097 60080 14183 834 114648 114648 1658581 1326923 313249 18409 556910 299044 257634 232 889012 771115 117602 295 8313746 7728554 585192 1624021 1055613 568408 252130 162794 85219 4117 2178773 1888978 275592 14203 446797 290419 156378 171600 111540 60060 RECRUITMENT AND RETENTI 191091 139463 50980 648 FLOWERS & GIFTS 42393 29912 12319 162 MISCELLANEOUS 27481 20369 7112 HONORARIUM 26850 26850 28015924 21512472 6340466 162986 496 496 5605172 4930438 4400 101750 88325 38171 992982 1011348 5876684 4436527 1625958 1440157 28825415 25962639 1483054 1879261 38625802 35364260 3158786 3424938 1083165 1452923 2790287 0 2840001 2147889 9872239 7025750 X 28738563 28338510 15000 0 28753563 28338510 38625802 35364260 3836251 -4251304 0 X X 0 1 X 1 0 X 843850 1003940 362451 268981 3659046 6138268 23536497 23676606 22799493 26803317 27201825 124017738 24380347 24680546 23161944 27072298 30860871 130156006 0 0 0 130156006 414935 582917 635876 530375 990517 3154620 414935 582917 635876 530375 990517 3154620 9295 21706 220285 3472 254758 24795282 25272758 23819526 27822958 31854860 133565384 0.97450 0.97780 0.02360 0.02020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON - 2018 AMOUNT: $ 9,295. 2019 AMOUNT: $ 21,706. 2020 AMOUNT: $ 220,285. 2021 AMOUNT: $ 3,472. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 358399 358399 27542877 27901276 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 302325 233333 351543 358399 1245600 250000 250000 250000 250000 1000000 1500000 3600034 2432222 1167812 2276650 2004305 272345 1440157 SECURITY DEPOSITS 153224 OTHER ASSETS 96132 DUE FROM AFFILIATE 1629905 1879261 DEFERRED RENT 1208796 DEFERRED CONSTRUCTION ALLOWANCE 745573 DEFERRED COMPENSATION 46270 DUE TO AFFILIATE 147250 2147889 1 WESTERN UNIV OF HEALTH & SCI 309 E SECOND STREET POMONA CA 91766 953127273 501(C)(3) 7500 0 COS PROJ POOL WIL TRI-STATE DIVERSITY & LEADERSHIP CONFERENCE PO BOX 891212 HOUSTON TX 772891212 204317404 501(C)(3) 5500 0 NAT'L DIV AND LEAD CONF NATIONAL ACADEMY OF SCIENCE 500 5TH STREET NW WASHINGTON DC 20001 530196932 501(C)(3) 16250 0 GLOBAL FORUM ON INNOVATION 3 0 ACD SCHOLARSHIP 1 5000 SINKFORD SCHOLARSHIP 1 15000 NEIDLE SCHOLARSHIP 1 15000 DEPAOLA SCHOLARSHIP 1 15000 CREST PREDOCTORAL SCHOLARSHIP 2 11000 AAE SCHOLARSHIP 1 25000 PART I, LINE 2: GRANTEES ARE REQUIRED TO OBTAIN APPROVAL FOR ACTIVITIES AND EXPENSES FROM ADEA'S STAFF LIAISON, PROVIDE EVIDENCE OF EXPENSES INCURRED OR REPORT TO ADEA'S STAFF LIAISON ON THEIR ACTIVITIES, AS REQUIRED BY THE TERMS OF THE INDIVIDUAL GRANT. 1 X X X X X X 1 0 0 0 0 0 0 1 0 KAREN WEST PRESIDENT AND CEO 454297 0 22600 0 1372 0 29000 0 10727 0 517996 0 0 0 JASON LEE CHIEF OF STAFF 263224 0 28025 0 488 0 21560 0 20830 0 334127 0 0 0 CHRISTOPHER CARR CHIEF FINANCIAL OFFICER 236768 0 27270 0 746 0 27365 0 26306 0 318455 0 0 0 DENICE STEWART CHIEF POLICY OFFICER 250264 0 29520 0 552 0 28255 0 9201 0 317792 0 0 0 SONYA SMITH CHIEF DIVERSITY OFFICER 216752 0 36180 0 1258 0 25939 0 13670 0 293799 0 0 0 MARSHA PYLE SENIOR SCHOLAR IN RESIDENCE 239424 0 17200 0 579 0 6685 0 7988 0 271876 0 0 0 B TIMOTHY LEETH CHIEF ADVOCACY OFFICER 205461 0 16121 0 1000 0 22271 0 1428 0 246281 0 0 0 KRISA HAGGINS SVP, MEETINGS, CONFERENCES 173792 0 19991 0 15138 0 21224 0 11670 0 241815 0 0 0 EMILIA ISTRATE SVP, POLICY AND EDUCATION RESEARCH 194496 0 6026 0 410 0 16404 0 21920 0 239256 0 0 0 CAROLYN BOOKER SVP, EDUCATIONAL PATHWAYS 192276 0 5555 0 1229 0 20209 0 11430 0 230699 0 0 0 SEAN LOUGHLIN CHIEF COMMUNICATIONS AND M 183183 0 15481 0 608 0 15930 0 9432 0 224634 0 0 0 JULIE BOYTON SVP, HUMAN RESOURCES 161797 0 14585 0 1258 0 18927 0 27107 0 223674 0 0 0 JEFFERY STEWART SVP, INTERPROFESSIONAL AND 149782 0 14831 0 22552 0 18938 0 9201 0 215304 0 0 0 FRANC SLAPAR SENIOR DIRECTOR, RESEARCH 98365 0 3571 0 47705 0 10302 0 27094 0 187037 0 0 0 TITA GRAY SVP, ACCESS, DIVERSITY AND INCLUSION 154640 0 4158 0 1446 0 15022 0 9324 0 184590 0 0 0 PART I, LINE 4A FRANC SLAPAR RECEIVED SEVERANCE OF $47,104. PART I, LINE 7 DURING THE YEAR, THE ASSOCIATION PAID BONUSES AS DETERMINED BY THE BOARD OF DIRECTORS BASED ON PRODUCTIVITY FACTORS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS OPEN TO INDIVIDUALS AND ENTITIES IN THE FOLLOWING CATEGORIES: INSTITUTIONAL MEMBERS, PROVISIONAL MEMBERS, AFFILIATE MEMBERS, CORPORATE MEMBERS, INDIVIDUAL MEMBERS, STUDENT MEMBERS, RETIRED MEMBERS, HONORARY MEMBERS, AND AFFINITY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE HOUSE OF DELEGATES HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BODY'S DECISIONS ARE SUBJECT TO APPROVAL BY ALL MEMBERS WITH EXCEPTION OF THE ANNUAL BUDGET FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND THE FINANCE COMMITTEE FOR THEIR REVIEW AND COMMENTS. ALL COMMENTS ARE ADDRESSED BEFORE THE FINAL COPY OF THE FEDERAL FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ADEA EMPLOYEES, OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST; INCLUDING THOSE WITH VENDORS. ANY CONFLICTS THAT COME TO THE ATTENTION OF THE BOARD OF DIRECTORS ARE DISCLOSED AND RESOLVED ACCORDING TO ADEA'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, AN INDEPENDENT COMPENSATION CONSULTANT PROVIDES BENCHMARK STUDIES AND PRODUCES A REBUTTABLE PRESUMPTION OF REASONABLENESS TO ASSIST THE BOARD OF DIRECTORS IN DETERMINING THE SALARY OF THE PRESIDENT AND CEO. THIS DATA IS USED TO ILLUSTRATE THAT THE PROPOSED COMPENSATION IS COMPARABLE TO COMPENSATION OF OTHER CHIEF EXECUTIVES IN SIMILARLY SITUATED ORGANIZATIONS. THESE DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS MEETINGS. FOR KEY EMPLOYEES, A SIMILAR STUDY IS PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT APPROXIMATELY ONCE EVERY 2-3 YEARS. THE LAST STUDY WAS CONDUCTED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 ADEA MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND POLICIES AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. THE WILLIAM J GIES FOUNDATION FOR THE ADVANCEMENT OF THE ADEA 655 K STREET NW SUITE 800 WASHINGTON DC 20001 136143845 DENTAL EDUCATION, LEADERSHIP AND RECOGNITION NY 501(C)(3) LINE 7 AMERICAN DENTAL EDUCATION ASSOCIATION 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0