CALIFORNIA DENTAL ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA DENTAL ASSOCIATION (EIN 95-2822367)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349303445
- Schema version
- 2022v5.0
- 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 | 2023-11-13T10:18:09-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680251243 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL TAYLOR WASHBURN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3741 DOUGLAS BLVD SUITE 350 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952822367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA DENTAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9165545307 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K STREET 14TH FLOOR | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN ROACH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9165545307 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | ROACH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS WASHBURN | PreparerPersonNm |
| PTIN | P00111127 | PTIN |
| Phone | 9169293680 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN ROACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K STREET | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,759,331 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CDA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CDA IS COMMITTED TO THE SUCCESS OF OUR MEMBERS IN SERVICE TO THEIR PATIENTS AND THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 156 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $123,557 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,834,234 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,423,604 | CYProgramServiceRevenueAmt |
| PY Investment Income | $492,515 | PYInvestmentIncomeAmt |
| CY Investment Income | $525,567 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,563,764 | PYOtherRevenueAmt |
| CY Other Revenue | $3,223,948 | CYOtherRevenueAmt |
| PY Total Revenue | $15,890,513 | PYTotalRevenueAmt |
| CY Total Revenue | $21,173,119 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,200 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,350 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,362,001 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,186,914 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,350,389 | PYOtherExpensesAmt |
| CY Other Expenses | $12,060,427 | CYOtherExpensesAmt |
| PY Total Expenses | $22,727,590 | PYTotalExpensesAmt |
| CY Total Expenses | $26,263,691 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,837,077 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,090,572 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $264,453,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,975,863 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,261,189 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,591,759 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $254,192,335 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $202,384,104 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE CALIFORNIA DENTAL ASSOCIATION IS COMMITTED TO THE SUCCESS OF OUR MEMBERS IN SERVICE TO THEIR PATIENTS AND THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | CDA PRESENTS THE ART AND SCIENCE OF DENTISTRY - PROFESSIONAL TRADE SHOWS. THIS INCLUDES ASSOCATION MEMBERS AND DENTAL PROFESSIONALS. CONTINUING EDUCATION CREDIT, SPECIALIZED SEMINARS, AND PROFESSIONAL SERVICES ARE AVAILABLE FOR ATTENDEES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEGRATED MEMBERSHIP COMMUNICATIONS VIA WEBSITE, EMAIL, PHYSICAL MAIL AND SOCIAL CHANNELS. MASS COMMUNICATION ON SIGNIFICANT ORAL HEALTH TOPICS. MONTHLY PUBLICATION: THE JOURNAL OF THE CALIFORNIA DENTAL ASSOCIATION, A SCIENTIFIC PEER-REVIEWED JOURNAL THAT IS ELECTRONICALLY DISTRIBUTED TO APPROXIMATELY 15,000 MEMBERS EACH MONTH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVOCACY - CDA RESPONDS TO AND ANTICIPATES THE TOP ISSUES FACING THE DENTAL PROFESSION BY TAKING POSITIONS ON ISSUES FROM ABUSE DETECTION AND REPORTING TO HEALTH-CARE REFORM, LICENSING AND THIRD-PARTY PAYMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 156 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN ROACH | PersonNm |
| Phone | 9165545307 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K STREET NO 1511 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PETER DUBOIS | |||||||||
| EXECUTIVE DIRECTOR, CDA; PRESIDENT/CEO | 34.00 | 6.00 | Yes (X) | $692,806 | $122,260 | $0 | |||
| JUDEE TIPPETT-WHYTE DDS | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| BLAKE JOHN DDS | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $65,000 | $0 | $0 | ||||
| MARCOS CARLIZA DDS | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| WALLACE BELLAMY DMD | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| ROBERT HANLON JR DMD | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| KEVIN KAI DDS | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| SUNJAY LAD DDS | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| LUCINDA LYON DDS | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| JOAN OTOMO-CORGEL DDS MPH | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| VIRENCHANDR PATEL DDS | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| LINDSEY ROBINSON DDS | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| JAMES SANDERSON DDS | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| BENSON WONG DDS | |||||||||
| DIRECTOR | 15.00 | Yes (X) | $25,000 | $0 | $0 | ||||
| KEVIN ROACH | |||||||||
| CHIEF FINANCIAL OFFICER | 10.00 | 30.00 | $324,119 | $57,198 | $0 | Yes (X) | |||
| CARRIE GORDON | |||||||||
| CHIEF STRATEGIC OFFICER | 40.00 | $435,267 | $0 | $0 | Yes (X) | ||||
| ALISON SANDMAN | |||||||||
| CHIEF LEGAL OFFICER | 20.00 | 20.00 | $383,123 | $0 | $0 | Yes (X) | |||
| CHRISTINE DRAA | |||||||||
| CHIEF PEOPLE OFFICER | 35.00 | 5.00 | $376,516 | $0 | $0 | Yes (X) | |||
| STEVEN J KEND DDS | |||||||||
| TREASURER | 15.00 | $50,000 | $0 | $0 | Yes (X) | ||||
| ARIANE TERLET DDS | |||||||||
| PRESIDENT | 15.00 | $85,000 | $0 | $0 | Yes (X) | ||||
| TRACI WARD | |||||||||
| CHIEF MARKETING OFFICER | 32.00 | 8.00 | $274,908 | $0 | $0 | Yes (X) | |||
| MAX MARTINEZ DDS | |||||||||
| SECRETARY | 15.00 | $30,000 | $0 | $0 | Yes (X) | ||||
| DEANNA MCKNIGHT | |||||||||
| VP, MEMBER PROGRAMS | 40.00 | $166,563 | $0 | $0 | Yes (X) | ||||
| ANDERS BJORK | |||||||||
| VP, STRATEGIC INTELLIGENCE & ANALYTICS | 40.00 | $248,458 | $0 | $0 | Yes (X) | ||||
| DEBORAH IRWIN | |||||||||
| VP MEETINGS AND CONVENTION | 40.00 | $216,756 | $0 | $0 | Yes (X) | ||||
| HEIDI STEVENS | |||||||||
| VP, FINANCE | 11.00 | 29.00 | $205,085 | $0 | $0 | Yes (X) | |||
| STEPHEN BROWN | |||||||||
| SR. CORPORATE COUNCIL | 20.00 | 20.00 | $193,619 | $0 | $0 | Yes (X) | |||
| LAUREN HILLMAN | |||||||||
| SR. DIRECTOR, HUMAN RESOURCES | 17.00 | 24.00 | $178,094 | $0 | $0 | Yes (X) | |||
| TODD ROBERSON | |||||||||
| DIRECTOR, PUBLIC AFFAIRS & CDA PAC EXECUTIVE | 40.00 | $197,146 | $0 | $0 | Yes (X) | ||||
| LESLIE O'NEILL | |||||||||
| SR. DIRECTOR, STRATEGIC IT & PROGRAM MGMT | 17.00 | 23.00 | $193,314 | $0 | $0 | Yes (X) | |||
| PRANEETH NARAYANA | |||||||||
| SR. DIRECTOR, IT INFRASTRUCTURE & ENTERPRISE | 17.00 | 23.00 | $231,607 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,847,381 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $179,458 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SMG FOOD AND BEVERAGE LLC | |||||
| 747 HOWARD ST ATTN SMG CATERING | SAN FRANCISCO | CA | 94103 | FOOD/BEVERAGE VENDOR FOR CDA PRESENTS. | $346,978 |
| POLITICAL SOLUTIONS LLC | |||||
| 1414 K STREET 400 | SACRAMENTO | CA | 95814 | GOVERNMENT RELATIONS | $240,188 |
| SCOTT WETCH | |||||
| 1231 I STREET STE 206 | SACRAMENTO | CA | 95814 | GOVERNMENT RELATIONS | $150,000 |
| CROWE LLP | |||||
| PO BOX 7 320 E JEFFERSON BLVD | SOUTH BEND | IN | 46624 | THIRD PARTY FINANCIAL STATEMENT AUDITORS | $112,170 |
| ASP STAFFING ACCOUNT AND FINANCE | |||||
| PO BOX 4210 | PORTSMOUTH | NH | 03802 | THIRD PARTY FINANCIAL STATEMENT AUDITORS | $109,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 513190 | $10,383,788 | $10,383,788 | |
| SEMINAR OR TRADESHOW INCOME | 513190 | $5,686,098 | $5,686,098 | |
| PUBLICATIONS | 513120 | $787,354 | $663,797 | $123,557 |
| CONTRIBUTION REVENUE | 513190 | $559,458 | $559,458 | |
| RENTAL INCOME - CDAF | 531120 | $6,906 | $6,906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,423,604 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $525,751 | TotalRevenueColumnAmt |
| Exclusion | $525,751 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $747,447 | TotalRevenueColumnAmt |
| Exclusion | $747,447 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,472,354 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $571,405 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $900,949 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $900,949 | TotalRevenueColumnAmt |
| Exclusion | $900,949 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,567 | SecuritiesAmt |
| Other | $12,056 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,807 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$12,240 | SecuritiesAmt |
| Other | $12,056 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$184 | TotalRevenueColumnAmt |
| Exclusion | -$184 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 513190 | $978,885 | $978,885 |
| SPONSORSHIP REVENUE | 513190 | $578,268 | $578,268 |
| PRACTICE ADVISING INCOME | 541800 | $18,399 | $18,399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,575,552 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,173,119 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,300,047 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $123,557 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,749,515 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,350 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,503,058 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,189,196 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,279 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,107,749 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,632 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,168 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,678 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,990 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,080,650 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,422 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $561,016 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,307,306 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,154,820 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $835,744 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,119,257 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,613 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,514 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BANK CHARGES | $607,990 |
| PRINTING & PUBLICATIONS | $153,528 |
| RECRUITING EXPENSE | $63,463 |
| TRAINING & TUITION | $54,120 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,148 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,263,691 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,697,259 | BOYAmt |
| EOY | $5,661,589 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,832,427 | BOYAmt |
| EOY | $1,449,041 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $993,070 | BOYAmt |
| EOY | $712,129 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,021,376 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,608,914 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,186,980 | BOYAmt |
| EOY | $4,412,462 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,132,705 | BOYAmt |
| EOY | $22,276,185 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,069,388 | BOYAmt |
| EOY | $178,690,751 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,695 | BOYAmt |
| EOY | $14,773,705 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,453,524 | BOYAmt |
| EOY | $227,975,863 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,504,648 | BOYAmt |
| EOY | $7,164,950 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,756,541 | BOYAmt |
| EOY | $3,482,960 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $14,943,849 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,261,189 | BOYAmt |
| EOY | $25,591,759 | 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 | $254,192,335 | BOYAmt |
| EOY | $202,384,104 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,192,335 | BOYAmt |
| EOY | $202,384,104 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,453,524 | BOYAmt |
| EOY | $227,975,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,090,572 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,910,410 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$43,807,249 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA DENTAL ASSOCIATION PAC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K ST 15TH FL | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237090703 | EIN |
| Contributions Rcvd Dlvr | $2,413,884 | ContributionsRcvdDlvrAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $10,290,776 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $669,678 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$884,701 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | -$215,023 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,565,463 | AggregateReportedDuesNtcAmt |
| Taxable | -$1,780,486 | TaxableAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,468,470 | OtherCostOrOtherBasisAmt |
| Book Value | $1,468,470 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,908,724 | OtherCostOrOtherBasisAmt |
| Depreciation | $925,498 | DepreciationAmt |
| Book Value | $983,226 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,351,095 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,875,741 | DepreciationAmt |
| Book Value | $475,354 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,293,087 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,807,675 | DepreciationAmt |
| Book Value | $1,485,412 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,412,462 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $178,690,751 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $178,690,751 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED INCOME TAX | $86,374 |
| OTHER ASSETS | $430,477 |
| RIGHT OF USE ASSET | $14,256,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,773,705 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY - SHORT TERM | $1,432,920 |
| LEASE LIABILITY - LONG TERM | $13,510,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,943,849 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SINCE JANUARY 1, 2009, THE ASSOCIATION HAS ACCOUNTED FOR THE UNCERTAINTY OF INCOME TAXES UNDER ASC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. UNDER THESE PROVISIONS, ONLY TAX POSITIONS THAT MET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ON JANUARY 1, 2009 WERE RECOGNIZED OR CONTINUE TO BE RECOGNIZED UPON ADOPTION. THE ASSOCIATION PREVIOUSLY RECOGNIZED INCOME TAX PROVISIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT WAS REASONABLY POSSIBLE THAT A LIABILITY HAD BEEN INCURRED FOR UNRECOGNIZED INCOME TAX BENEFITS BY APPLYING ASC, ACCOUNTING FOR CONTINGENCIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER DUBOIS | ||||||||||||||
| EXECUTIVE DIRECTOR, CDA; PRESIDENT/C | $558,931 | $98,635 | $133,875 | $23,625 | $0 | $0 | $0 | $0 | $0 | $0 | $692,806 | $122,260 | $0 | $0 |
| CARRIE GORDON | ||||||||||||||
| CHIEF STRATEGIC OFFICER | $340,767 | $0 | $94,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $435,267 | $0 | $0 | $0 |
| ALISON SANDMAN | ||||||||||||||
| CHIEF LEGAL OFFICER | $320,123 | $0 | $63,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $383,123 | $0 | $0 | $0 |
| KEVIN ROACH | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $270,569 | $47,748 | $53,550 | $9,450 | $0 | $0 | $0 | $0 | $0 | $0 | $324,119 | $57,198 | $0 | $0 |
| CHRISTINE DRAA | ||||||||||||||
| CHIEF PEOPLE OFFICER | $294,016 | $0 | $82,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $376,516 | $0 | $0 | $0 |
| TRACI WARD | ||||||||||||||
| CHIEF MARKETING OFFICER | $234,408 | $0 | $40,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $274,908 | $0 | $0 | $0 |
| ANDERS BJORK | ||||||||||||||
| VP, STRATEGIC INTELLIGENCE & ANALYTI | $215,458 | $0 | $33,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $248,458 | $0 | $0 | $0 |
| PRANEETH NARAYANA | ||||||||||||||
| SR. DIRECTOR, IT INFRASTRUCTURE & EN | $231,607 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $231,607 | $0 | $0 | $0 |
| DEBORAH IRWIN | ||||||||||||||
| VP MEETINGS AND CONVENTION | $193,356 | $0 | $23,400 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $216,756 | $0 | $0 | $0 |
| HEIDI STEVENS | ||||||||||||||
| VP, FINANCE | $178,085 | $0 | $27,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $205,085 | $0 | $0 | $0 |
| TODD ROBERSON | ||||||||||||||
| DIRECTOR, PUBLIC AFFAIRS & CDA PAC E | $197,146 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $197,146 | $0 | $0 | $0 |
| STEPHEN BROWN | ||||||||||||||
| SR. CORPORATE COUNCIL | $193,619 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $193,619 | $0 | $0 | $0 |
| LESLIE O'NEILL | ||||||||||||||
| SR. DIRECTOR, STRATEGIC IT & PROGRAM | $193,314 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $193,314 | $0 | $0 | $0 |
| LAUREN HILLMAN | ||||||||||||||
| SR. DIRECTOR, HUMAN RESOURCES | $178,094 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $178,094 | $0 | $0 | $0 |
| DEANNA MCKNIGHT | ||||||||||||||
| VP, MEMBER PROGRAMS | $166,563 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $166,563 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J PART 1 LINE 1A TRAVEL FOR COMPANIONS CDA'S EXECUTIVE DIRECTOR MAY HAVE OCCASION TO ATTEND APPROVED CONFERENCES, SEMINARS AND OTHER BUSINESS FUNCTIONS THAT MAY REQUIRE THE ATTENDANCE OF HIS SPOUSE. CDA HAS DETERMINED THAT FOR THESE CONFERENCES OR EVENTS THAT MAY REQUIRE HIS SPOUSE'S ATTENDANCE, THE BUSINESS PURPOSE UNDER THE ACCOUNTABLE PLAN RULES IS MET AND CDA WILL PROVIDE TRAVEL EXPENSES FOR THE SPOUSE. HEALTH OR SOCIAL CLUB DUES - CDA PROVIDES A SOCIAL CLUB MEMBERSHIP IN SACRAMENTO FOR THE EXECUTIVE DIRECTOR. THE MEMBERSHIP ALLOWS CDA TO HOLD STRATEGIC PLANNING AND VARIOUS OTHER MEETINGS OR EVENTS AT THE CLUB. CDA HAS DETERMINED THAT FOR THESE MEETINGS, THE BUSINESS PURPOSE UNDER THE ACCOUNTABLE PLAN RULES IS MET, AND THEREFORE THESE DUES ARE TREATED AS REASONABLE BUSINESS EXPENSES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE BOARD AFFECTING THE GOVERNANCE STRUCTURE OF THE ORGANIZATION ARE SUBJECT TO RATIFICATION BY THE HOUSE OF DELEGATES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATION'S CFO AND VP OF FINANCE WORK CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO PREPARE THE RETURN; AND REVIEWS THE DRAFT OF THE FORM 990 PRIOR TO PROVIDING THE DRAFT TO THE AUDIT COMMITTEE. IN ADDITION TO CONSULTING WITH THE CFO AND VP OF FINANCE, THE AUDIT COMMITTEE ALSO MET WITH THE ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE INFORMED THE BOARD THAT IT HAD REVIEWED THE FORM 990 AND THE FINAL DRAFT WAS PROVIDED TO THE ENTIRE VOTING BOARD BEFORE THE RETURN WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CDA LEGAL DEPARTMENT IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONAIRES ARE REVIEWED BY THE LEGAL DEPARTMENT AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VERBALLY OR VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; AND (4) THE TRANSACTION OF ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | AN EVALUATION COMMITTEE, ESTABLISHED AND OUTLINED BY THE BY-LAWS OF THE ASSOCIATION AND COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION AGREEMENT, IS ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR ALL OFFICERS REPORTING TO A BOARD (INCLUDING THE EXECUTIVE DIRECTOR). THE EVALUATION COMMITTEE DEVELOPS, CONSISTENT WITH THE ORGANIZATION'S STRATEGIC PLAN, PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION FOR EACH OFFICER REPORTING TO A BOARD. THE EVALUATION COMMITTEE ALSO HIRES A QUALIFIED INDEPENDENT COMPENSATION EXPERT TO REVIEW, ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EMPLOYEES. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM THE INDEPENDENT EXPERTS, I.E., TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX EXEMPT) FOR SIMILAR JOB RESPONSIBILITIES. THE COMMITTEE'S WRITTEN RECORDS INCLUDE: 1) THEIR DELIBERATIONS AND CONCLUSIONS; (2) A LIST OF MEMBERS PRESENT DURING THE DISCUSSION AND DECISION PROCESS (INCLUDING MOTIONS MADE, APPROVED AND TABULATED); AND (3) A DESCRIPTION OF THE COMPARABLE DATA RELIED ON BY THE COMMITTEE. KEY DELIBERATIONS OF THE COMMITTEE ARE ALSO DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMMITTEE MEETING. KEY EMPLOYEES: CALIFORNIA DENTAL ASSOCIATION (CDA) USES A MARKET-BASED COMPENSATION PROGRAM TO ATTRACT, RETAIN AND MOTIVATE THE BEST EMPLOYEES POSSIBLE BY ENSURING IT PAYS COMPETITIVELY WHEN COMPARED WITH AN APPROPRIATE LABOR MARKET. CDA BENCHMARKS (I.E. COMPARES LIKE JOBS) AS MANY POSITIONS AS POSSIBLE USING RELIABLE SALARY SURVEYS THAT PROVIDE DATA FOR MARKETS WHERE CDA COMPETES FOR TALENT. BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS ARE CONSIDERED AS APPROPRIATE FOR EACH POSITION. CDA ESTABLISHES THE MIDPOINT OF ITS PAY RANGES AT THE 50TH PERCENTILE OF THE COMPETITIVE MARKETS. BASED ON DATA FROM THESE SURVEYS, CDA WORKS WITH OUTSIDE SUBJECT MATTER EXPERTS TO DEVELOP APPROPRIATE PAY RANGES AND STRUCTURES AND PLACES SIMILAR VALUE JOBS TOGETHER IN THE SAME PAY RANGES. THESE RANGES ARE USED TO PROVIDE GUIDANCE TO MANAGMENT UPON HIRING AND FOR FUTURE PAY DECISIONS. OUTSIDE SUBJECT MATTER EXPERTS ARE ALSO USED TO INDIVIDUALLY BENCHMARK SENIOR MANAGEMENT JOBS AND MAKE PAY RECOMMENDATIONS. CDA'S COMPENSATION PHILOSOPHY IS TO HIRE COMPETITIVELY BASED UPON MARKET, SKILLS, KNOWLEDGE, ABILITIES, AND PRIOR EXPERIENCE. MARKET DATA AND INVIDUAL PERFORMANCE ARE REVIEWED ANNUALLY IN DETERMINING PERFORMANCE BASED PAY INCREASES. A COMPENSATION MARKET ANALYSIS IS CONDUCTED ON A REGULAR BASIS AND ADJUSTMENTS ARE MADE TO THE SALARY RANGES AND STRUCTURES, AS REQUIRED. THIS PROCESS WAS REVIEWED AND APPROVED BY THE CDA AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 16B WHILE CDA HAS NOT ADOPTED A WRITTEN POLICY OR PROCEDURE REQUIRING STEPS BE TAKEN TO SAFEGUARD ITS TAX-EXEMPT STATUS WHEN ENTERING INTO JOINT VENTURE AGREEMENTS, BY PRACTICE, IT ONLY ENTERS INTO SUCH AGREEMENTS WHERE CDA IS A CONTROLLING PARTNER OR MEMBER AND SPECIFIC LANGUAGE HAS BEEN ADDED TO THE JOINT VENTURE AGREEMENT WHICH STATES THAT THE JOINT VENTURE WILL FOLLOW CDA'S EXEMPT PURPOSE AND REMAIN IN-LINE WITH THOSE PRINCIPALS. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | BOOK INVESTMENTS IN SUBSIDIARIES - EQUITY METHOD -43,807,249. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED THE OVERSIGHT PROCESS OR SELECTION PROCESS IN REGARDS TO THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA DENTAL ASSOCIATION - ROTUNDA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K STREET 14TH FLOOR | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952822367 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CDA FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K STREET SUITE 1511 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680411536 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CDA HOLDING COMPANY INC | ||||||||||||
| 1201 K STREET 14TH FLOOR | SACRAMENTO | CA | 95814 | 680317339 | MGMT | CA | N/A | C | $1,077,541 | $237,539,144 | 1.00000 | 0 |
| THE DENTISTS INSURANCE CO | ||||||||||||
| 1201 K STREET 17TH FLOOR | SACRAMENTO | CA | 95814 | 942698799 | INSURANCE | CA | N/A | C | $634,850 | $459,618,723 | 1.00000 | 0 |
| TDIC INSURANCE SOLUTIONS | ||||||||||||
| 1201 K STREET 17TH FLOOR | SACRAMENTO | CA | 95814 | 680065239 | MGMT | CA | N/A | C | $11,262,368 | $12,687,870 | 1.00000 | 0 |
| DENTISTS SERVICE COMPANY | ||||||||||||
| 1201 K STREET 14TH FLOOR | SACRAMENTO | CA | 95814 | 472354867 | DENTAL SUPPLIER | CA | N/A | C | $98,379,199 | $7,879,073 | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TDIC INSURANCE SOLUTIONS | ||
| A | $567,347 | FINANCIAL RECORDS |
| THE DENTISTS INSURANCE COMPANY | ||
| A | $508,010 | FINANCIAL RECORDS |
| CDA ROTUNDA PARTNERS LLC | ||
| A | $396,997 | FINANCIAL RECORDS |
| CDA FOUNDATION | ||
| A | $6,906 | FINANCIAL RECORDS |
| CDA FOUNDATION | ||
| B | $100,000 | FINANCIAL RECORDS |
| CDA ROTUNDA PARTNERS LLC | ||
| D | $33,200,344 | FINANCIAL RECORDS |
| TDIC INSURANCE SOLUTIONS | ||
| Q | $1,905,705 | FINANCIAL RECORDS |
| THE DENTISTS INSURANCE COMPANY | ||
| Q | $5,259,414 | FINANCIAL RECORDS |
| CDA ROTUNDA PARTNERS LLC | ||
| Q | $499,353 | FINANCIAL RECORDS |
| DENTISTS SERVICE COMPANY | ||
| Q | FINANCIAL RECORDS | |
| CDA FOUNDATION | ||
| Q | $319,302 | FINANCIAL RECORDS |