STRATEGY STUDIO / PUBLIC DATA EXPLORER

TEXAS SMILES FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TEXAS SMILES FOUNDATION (EIN 74-2897487)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202303189349303080
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

FieldValueIRS element (for citing)
Return2023-11-14T08:50:17-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742901120PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOOD JOHNSON HEATH PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18200 N MOPAC SUITE 110AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78759ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN742897487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEXAS DENTAL ASSOCIATION SMILESBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTEXABusinessNameControlTxt
Phone5124433675PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11946 S IH 35 400AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78704ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA G BRADYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5124433675PhoneNum
Signature2023-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLINDAPersonFirstNm
Person LastBRADYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYAJAIRA ADAMEPreparerPersonNm
PTINP01781221PTIN
Phone5123438075PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLINDA G BRADYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11946 S I-H 35 SUITE 400AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78704ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$379,784GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TDA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionTHE MISSION IS TO IMPROVE ACCESS TO DENTAL CARE FOR THE UNDERSERVED OF TEXAS AND TO EDUCATE THE PUBLIC AND PROFESSION ABOUT ORAL CARE.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$262,765PYContributionsGrantsAmt
CY Contributions Grants$175,175CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$168,182PYInvestmentIncomeAmt
CY Investment Income$98,260CYInvestmentIncomeAmt
PY Other Revenue$18,623PYOtherRevenueAmt
CY Other Revenue$34,827CYOtherRevenueAmt
PY Total Revenue$449,570PYTotalRevenueAmt
CY Total Revenue$308,262CYTotalRevenueAmt
PY Grants And Similar Paid$8,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$96,262PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$98,188CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$61,805CYTotalFundraisingExpenseAmt
PY Other Expenses$52,827PYOtherExpensesAmt
CY Other Expenses$55,445CYOtherExpensesAmt
PY Total Expenses$157,089PYTotalExpensesAmt
CY Total Expenses$153,633CYTotalExpensesAmt
PY Revenues Less Expenses$292,481PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$154,629CYRevenuesLessExpensesAmt
Total Assets BOY$3,267,202TotalAssetsBOYAmt
Total Assets EOY$3,057,091TotalAssetsEOYAmt
Total Liabilities BOY$20,347TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,892TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,246,855NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,044,199NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION IS TO IMPROVE ACCESS TO DENTAL CARE FOR THE UNDERSERVED OF TEXAS AND TO EDUCATE THE PUBLIC AND PROFESSION ABOUT ORAL CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescDONATED DENTAL SERVICES/HEALTHY SMILES FOR TEXANS - PROVIDES COMPREHENSIVE DENTAL CARE TO THE AGING, DISABLED, MEDICALLY FRAGILE, DOMESTIC ABUSE SURVIVORS, AND VETERANS, THROUGH AN APPLICATION-BASED, IN OFFICE PROGRAM, WHICH RELIES ON STAFF, DENTAL VOLUNTEERS, AND SMALL BUDGET TO COVER LAB COSTS. IN 2022, NO EVENTS WERE HELD DUE TO THE COVID PANDEMIC.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$13,175ExpenseAmt
DescEDUCATION - TDASF SUPPORTS THE EDUCATION OF DENTAL PROFESSIONALS THROUGH CONTINUING EDUCATION EVENTS PROMOTING DENTAL HEALTH FOR ALL. THE CAVITY FREE CORRAL PROMOTES DISEASE PREVENTION BY TEACHING CHILDREN AND ADULTS ABOUT THE IMPORTANCE OF PROPER NUTRITION AND ORAL HYGIENE HABITS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescEDUCATION - THE ORGANIZATION AWARDS SCHOLARSHIPS FOR COLLEGE STUDENTS ENROLLED IN DENTISTRY SCHOOL. IN 2022 NO AWARDS WERE MADE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$13,175TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KELLY DOOLITTLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5124433675PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11946 S I-H 35 SUITE 400AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78704ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WADE BARKER
SECRETARY2.00Yes (X)Yes (X)$0$0$0
BARRY J CURREY
CHAIRMAN4.00Yes (X)Yes (X)$0$0$0
JEN BANTON
MEMBER2.00Yes (X)$0$0$0
JAY C ADKINS
MEMBER3.00Yes (X)$0$0$0
MIKE L GIESLER
MEMBER2.00Yes (X)$0$0$0
DOUGLAS W BOGAN
MEMBER2.00Yes (X)$0$0$0
DIANE BOGAN
MEMBER3.00Yes (X)$0$0$0
DON LUTES
MEMBER2.00Yes (X)$0$0$0
SUSAN JOLLIFF
TREASURER2.00Yes (X)Yes (X)$0$0$0
MICHAEL RAINWATER
MEMBER2.00Yes (X)$0$0$0
DAVID WOODBURN
VICE-CHAIR3.00Yes (X)Yes (X)$0$0$0
KENT MACAULAY
MEMBER2.00Yes (X)$0$0$0
PAULA OWENS
MEMBER2.00Yes (X)$0$0$0
LARRY W SPRADLEY
PAST CHAIR2.00Yes (X)$0$0$0
JANE EVANS
MEMBER2.00Yes (X)$0$0$0
BETH VOORHEES
MEMBER2.00Yes (X)$0$0$0
MICHAEL WEDIN
MEMBER2.00Yes (X)$0$0$0
CAROL WOODS
MEMBER2.00Yes (X)$0$0$0
DELTON YARBOROUGH
MEMBER2.00Yes (X)$0$0$0
JUDITH GONZALEZ
FOUNDATION DIRECTOR40.00Yes (X)$80,046$0$18,695
FieldValueIRS element (for citing)
Total Reportable Comp From Org$80,046TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$18,695TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$50,000RelatedOrganizationsAmt
All Other Contributions$125,175AllOtherContributionsAmt
Total Contributions$175,175TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$98,080TotalRevenueColumnAmt
Exclusion$98,080ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$50,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$49,820SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$180SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$180TotalRevenueColumnAmt
Exclusion$180ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$56,529FundraisingGrossIncomeAmt
Fundraising Direct Expenses$21,702FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,827TotalRevenueColumnAmt
Exclusion$34,827ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$308,262TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$133,087ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$98,188TotalAmt
Program Services$13,175ProgramServicesAmt
Management And General$23,208ManagementAndGeneralAmt
Fundraising$61,805FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,713TotalAmt
Management And General$4,713ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,733TotalAmt
Management And General$15,733ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$5,238TotalAmt
Management And General$5,238ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,278TotalAmt
Management And General$2,278ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$581TotalAmt
Management And General$581ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,531TotalAmt
Management And General$1,531ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
INSURANCE-LIABILITY$15,742$15,742
TECH SUPPORT$3,628$3,628
TELEPHONE$2,159$2,159

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,842TotalAmt
Management And General$3,842ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$153,633TotalAmt
Program Services$13,175ProgramServicesAmt
Management And General$78,653ManagementAndGeneralAmt
Fundraising$61,805FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$254,322BOYAmt
EOY$181,230EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,064,300BOYAmt
EOY$1,270,621EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$596,785BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,036BOYAmt
EOY$13,303EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$50,975LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$43,984LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,298BOYAmt
EOY$6,991EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$92,749BOYAmt
EOY$137,294EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,249,456BOYAmt
EOY$1,432,558EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$256BOYAmt
EOY$15,094EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,267,202BOYAmt
EOY$3,057,091EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,577BOYAmt
EOY$4,128EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$17,770BOYAmt
EOY$8,764EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,347BOYAmt
EOY$12,892EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,710,666BOYAmt
EOY$1,446,702EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,536,189BOYAmt
EOY$1,597,497EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,246,855BOYAmt
EOY$3,044,199EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,267,202BOYAmt
EOY$3,057,091EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$154,629ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$357,285NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$289,827CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$217,452CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$309,926CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$244,067CurrentTaxYearMinus1YearAmt
Current Tax Year$231,704CurrentTaxYearAmt
Total$1,292,976TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$289,827CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$217,452CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$309,926CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$244,067CurrentTaxYearMinus1YearAmt
Current Tax Year$231,704CurrentTaxYearAmt
Total$1,292,976TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$278,681SubstantialContributorsTotAmt
Public Support Total170$1,014,295PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,958CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$61,864CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,017CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$168,181CurrentTaxYearMinus1YearAmt
Current Tax Year$98,260CurrentTaxYearAmt
Total$433,280TotalAmt
FieldValueIRS element (for citing)
Total Support$1,726,256TotalSupportAmt
Public Support CY1700.58760PublicSupportCY170Pct
Public Support PY1700.55680PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,784,590BeginningYearBalanceAmt
Contributions$61,308ContributionsAmt
Investment Earnings Or Losses-$270,581InvestmentEarningsOrLossesAmt
Administrative Expenses$15,733AdministrativeExpensesAmt
End Year Balance$2,559,584EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,414,717BeginningYearBalanceAmt
Contributions$54,182ContributionsAmt
Investment Earnings Or Losses$339,606InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,000GrantsOrScholarshipsAmt
Administrative Expenses$15,915AdministrativeExpensesAmt
End Year Balance$2,784,590EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,260,999BeginningYearBalanceAmt
Contributions$54,648ContributionsAmt
Investment Earnings Or Losses$120,626InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,000GrantsOrScholarshipsAmt
Administrative Expenses$13,556AdministrativeExpensesAmt
End Year Balance$2,414,717EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,966,547BeginningYearBalanceAmt
Contributions$49,572ContributionsAmt
Investment Earnings Or Losses$264,361InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,000GrantsOrScholarshipsAmt
Other Expenditures$5,000OtherExpendituresAmt
Administrative Expenses$12,481AdministrativeExpensesAmt
End Year Balance$2,260,999EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,099,380BeginningYearBalanceAmt
Contributions$57,864ContributionsAmt
Investment Earnings Or Losses-$167,248InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,000GrantsOrScholarshipsAmt
Other Expenditures$5,000OtherExpendituresAmt
Administrative Expenses$12,449AdministrativeExpensesAmt
End Year Balance$1,966,547EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.40000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.60000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,723OtherCostOrOtherBasisAmt
Depreciation$37,665DepreciationAmt
Book Value$58BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,252OtherCostOrOtherBasisAmt
Depreciation$6,319DepreciationAmt
Book Value$6,933BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,991TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
DFA ST EXT QUALITY PORTFOLIO$318,010C
DFA US TARGETED VALUE$184,644C
DFA DIVERSIFIED FIXED INCOME$929,904C
FieldValueIRS element (for citing)
Total Book Value Securities$1,432,558TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED PARTY(TDA)Desc
Amt$8,764Amt
FieldValueIRS element (for citing)
Total Liability$8,764TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE BOARD HAS DIRECTED THESE FUNDS BE USED FOR FUNDING OF SCHOLARSHIPS, INCREASING CORPUS OF THE FUND, AND FOR FUNDING THE BEVERLY BANE LECTURESHIP SPEAKER FOR THE ANNUAL TDA TEXAS MEETING.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1VIRTUAL RUNEvent1Nm
Gross Receipts Event1$41,713GrossReceiptsEvent1Amt
Gross Revenue Event1$41,713GrossRevenueEvent1Amt
Non Cash Prizes Event1$2,669NonCashPrizesEvent1Amt
Rent Facility Costs Event1$8,437RentFacilityCostsEvent1Amt
Food And Beverage Event1$330FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$8,839OtherDirectExpensesEvent1Amt
Event2HOLIDAY CARDSEvent2Nm
Gross Receipts Event2$1,925GrossReceiptsEvent2Amt
Gross Revenue Event2$1,925GrossRevenueEvent2Amt
Other Direct Expenses Event2$866OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$12,891GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$12,891GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$325RentFcltyCostsOtherEventsAmt
Oth Direct Expnss Other Events$236OthDirectExpnssOtherEventsAmt
Gross Receipts Total$56,529GrossReceiptsTotalAmt
Gross Revenue Total Events$56,529GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$2,669NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$8,762RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$330FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$9,941OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$21,702DirectExpenseSummaryEventsAmt
Net Income Summary$34,827NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE DIRECTOR OF FINANCE AND EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION B, LINE 12CTHE TEXAS DENTAL ASSOCIATION'S CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD OF DIRECTORS OF TDASF. IF A PERSON KNOWS OF A CONFLICT OF INTEREST OR A MATTER GIVING THE APPEARANCE OF A CONFLICT OF INTEREST, THE PERSON SHALL DISCLOSE, IN WRITING, TO TDASF THROUGH THE PERSON IN CHARGE OF A PARTICIULAR FUNCTION OR MEETING THE PRESENCE OF THE CONFLICT. A PERSON HAVING A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN A DISCUSSION, CONSIDERATION, DECISION, OR VOTE REGARDING THE MATTER IN WHICH THE PERSON HAS A CONFLICT.
FORM 990, PART VI, SECTION C, LINE 18AVAILABLE UPON REQUEST
FORM 990, PART VI, SECTION C, LINE 19NONE OF THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC
FORM 990, PART IX, LINES 5 & 7 AND PART VII:AMOUNTS REPORTED AS COMPENSATION OF CURRENT OFFICERS ETC. AND OTHER SALARIES & WAGES ARE PAID BY TEXAS DENTAL ASSOCIATION, A RELATED 501(C)(6) ENTITY. TDASF REIMBURSES TDA FOR SALARY AND BENEFIT COSTS THAT ARE ALLOCABLE TO TDASF.
PART XII LINE 2CTHE ORGANIZATION'S PROCESS HAS NOT CHANGED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
TEXAS MISSIONS OF MERCY
1946 SOUTH IH-35AUSTINTX78704810566980PROVIDE DENTAL CARE TO UNDERSERVED AREAS OF TEXASTX501(C) 3BOX 7TEXAS DENTAL ASSOCIATION SMILES FOUNDATIONYes (1)
TEXAS DENTAL ASSOCIATION
1946 SOUTH IH-35AUSTINTX78704750608460PROMOTE THE ART AND SCIENCE OF DENTISTRY,REPRESENT INTEREST OF MEMBERS.TX501(C) 60
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
TEXAS DENTAL ASSOCIATION
C$50,000CASH
TEXAS DENTAL ASSOCIATION
L$60,485COST
TEXAS DENTAL ASSOCIATION
P$235,073COST