2023-05-15T10:58:21-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-01-01 390965289 WISCONSIN DENTAL ASSOCIATION FOUNDATION INC WISC 4142764520 6737 W WASHINGTON STREET 2360 WEST ALLIS WI 53214 MARK PAGET SECRETARY 4142764520 2023-05-12 1 MARK PAGET 999009999 0 LAURA SCHWEITZER CPA P01760010 6086628600 2023-05-12 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z VICKI BOHMAN 6737 W WASHINGTON STREET 2360 WEST ALLIS WI 53214 396540 0 X WWW.WDA.ORG/WDA-FOUNDATION X 1957 WI SUPPORT HEALTH CARE INITIATIVES TO IMPROVE ORAL HEALTH CARE OF DISADVANTAGED RESIDENTS THROUGHOUT THE STATE OF WISCONSIN WHILE ALSO SUPPORTING THE NEEDS OF THE DENTAL COMMUNITY. 11 11 3 429 0 0 169246 204343 0 0 201219 192197 -3192 -8480 367273 388060 87841 91751 0 0 136571 151431 0 0 0 66392 61760 290804 304942 76469 83118 4185925 3672316 8368 15115 4177557 3657201 SUPPORT HEALTH CARE INITIATIVES TO IMPROVE ORAL HEALTH CARE OF DISADVANTAGED RESIDENTS THROUGHOUT THE STATE OF WISCONSIN WHILE ALSO SUPPORTING THE NEEDS OF THE DENTAL COMMUNITY. 0 0 48625 DONATED DENTAL SERVICES - PROVIDED DENTAL SERVICES VALUED AT $245,826 FOR DENTAL TREATMENT OF DISABLED, ELDERLY AND MEDICALLY-COMPROMISED INDIVIDUALS WHO COULD NOT AFFORD THE DENTAL CARE NEEDED. 40310 MISSION OF MERCY PROGRAM - PROVIDED FREE DENTAL CARE TO UNINSURED, LOW INCOME INDIVIDUALS VALUED AT OVER A TWO-DAY PERIOD IN - NO EVENT HELD IN 2022. 92151 91751 ENHANCES EDUCATIONAL OPPORTUNITIES BY AWARDING SCHOLARSHIPS TO DENTAL AND DENTAL HYGIENE STUDENTS IN THE STATE OF WISCONSIN AND PROVIDED GRANTS IN SUPPORT OF STATEWIDE COMMUNITY DENTAL HEALTH PROJECTS AND CLINICS WHERE DENTAL CARE IS PROVIDED TO THE LOW INCOME POPULATION. 181086 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X ABBY SWETS 4147554102 6737 W WASHINGTON ST WEST ALLIS WI 53214 DR TOM NOCKERTS PRESIDENT 3.00 X X 0 0 0 DR CHRISTINE TEMPAS TREASURER 3.00 X X 0 0 0 MR MARK PAGET SECRETARY 3.00 X X 0 0 0 DR JAMES MORGENROTH IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 DR BILL HUTCHINSON DIRECTOR 1.00 X 0 0 0 DR SUSAN CABLE DIRECTOR 1.00 X 0 0 0 DR JOHN SADOWSKI DIRECTOR 1.00 X 0 0 0 DR RUBA KHADER DIRECTOR 1.00 X 0 0 0 DR HENRY WENGELEWSKI JR DIRECTOR 1.00 X 0 0 0 DR TIM DURTSCHE DIRECTOR 1.00 X 0 0 0 MR BLAINE ATWATER DIRECTOR AT-LARGE 1.00 X 0 0 0 MR MICHAEL BALL DIRECTOR AT-LARGE 1.00 X 0 0 0 VICTORIA BOHMAN EXECUTIVE DIRECTOR 32.00 X 50416 0 26465 50416 0 26465 0 0 0 0 0 204343 735 204343 192197 192197 0 7194 -7194 -7194 0 1286 -1286 -1286 388060 0 0 183717 61751 61751 30000 30000 76881 15259 61622 60053 45687 14366 91 91 4756 70 4686 9650 5792 3858 10453 10453 13625 13625 9274 7019 2255 500 500 10292 6562 3730 9612 3630 5982 1888 1888 977 977 1868 1868 2078 1413 665 VOLUNTEER RECOGNITION 807 807 REGISTRATION 146 146 PROGRAM EVENT EXPENSES 140 140 100 100 304942 181086 123856 0 792595 13022 105934 21013 23358 15989 21306 32256 26147 26616 16998 16652 2214 346 3214371 3563074 4185925 3672316 8368 6160 0 8955 8368 15115 X 3833376 3320166 344181 337035 4177557 3657201 4185925 3672316 83118 -603474 0 X 0 1 X 1 0 X 282882 229573 212899 169246 204343 1098943 282882 229573 212899 169246 204343 1098943 52571 1046372 147559 110378 121178 201219 192197 772531 1871474 47442 0.55910 0.55360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16998 16652 346 346 -195994 -603474 23485 8480 -571509 375515 12545 12545 388060 324362 23485 8480 31965 292397 12545 12545 304942 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 8,480. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 8,480. 1 EDUCATIONAL SCHOLARSHIPS FOR DENTAL HYGIENE STUDENTS 5 2500 EDUCATIONAL SCHOLARSHIPS FOR DENTAL STUDENTS MUSOD 6 27500 PART I, LINE 2: 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. 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 EMAILED TO THE BOARD PRIOR TO THE SPRING BOARD MEETING SO THAT IT CAN BE REVIEWED. THE FORM 990 IS REVIEWED AT THE MEETING WITH A MEMBER OF THE ACCOUNTING FIRM WITH THE ENTIRE BOARD BEFORE IT IS 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. 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 2022 FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST.