2025-05-15T16:01:56-05:00 2024-06-30 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 400 BALTIMORE MD 21202 990 2023-07-01 911993281 AMERICAN DENTAL EDUCATION ASSOCIATION AMER 2022897201 655 K STREET NW 800 WASHINGTON DC 200012399 KAREN P WEST DMD PRESIDENT AND CEO 2022897201 2025-05-15 1 1 JULIA FLANNERY P00928918 4102469300 2025-05-15 2023 2025-03-06 01:10:19Z ADEA KAREN P WEST DMD 655 K STREET NW 800 WASHINGTON DC 200012399 36989120 0 X WWW.ADEA.ORG X 1923 DC TO LEAD INDIVIDUALS AND INSTITUTIONS IN THE IMPROVEMENT OF ORAL HEALTH. 11 10 79 300 29858 0 258368 145358 30285088 33230031 965870 1319970 196698 157491 31706024 34852850 323836 384411 0 0 12715942 13337233 0 0 325633 19606767 22232982 32646545 35954626 -940521 -1101776 38758002 38499024 10350527 9571280 28407475 28927744 X TO LEAD AND SUPPORT THE HEALTH PROFESSIONS COMMUNITY IN PREPARING FUTURE-READY ORAL HEALTH PROFESSIONALS. 0 0 12365480 0 27235437 THE ADEA DIVISION OF EDUCATIONAL PATHWAYS OFFERS APPLICANTS TO DENTAL, ALLIED DENTAL AND ADVANCED DENTAL EDUCATION PROGRAMS CENTRALIZED APPLICATION SERVICES (CAS) 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 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. 8118796 127985 2856547 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. 2758999 195176 3138047 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; DENTAL EDUCATION JOBS 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 DEVELOPMENT OF COMMUNICATIONS AND MARKETING CAMPAIGNS TO PROMOTE ADEA PROGRAMS, PRODUCTS, SERVICES, MEETINGS AND EVENTS. 1650933 55750 ACCESS, DIVERSITY AND INCLUSION - ADEA'S OFFICE OF ACCESS, DIVERSITY AND INCLUSION 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. 1218048 2500 OFFICE OF EDUCATIONAL POLICY AND RESEARCH - THE ADEA OFFICE OF EDUCATIONAL POLICY AND RESEARCH (OEPR) 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 OEPR 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. 1074381 3000 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. 3943362 61250 27186637 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 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 1 0 0 0 1 123 0 1 79 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 SUSAN H KASS CHAIR 2.00 0.00 X X 0 0 0 TODD V ESTER CHAIR-ELECT 2.00 0.00 X X 0 0 0 ANA N LOPEZ FUENTES IMMEDIATE PAST CHAIR 2.00 0.00 X X 0 0 0 RUSS BERGMAN BOARD DIR. FOR ADV. EDU. PROGRAMS 2.00 0.00 X 0 0 0 DHARINI VAN DER HOEVEN BOARD DIR. FOR SECTIONS 2.00 0.00 X 0 0 0 MARION MANSKI BOARD DIR. FOR ALLIED DENTAL PROGRAM 2.00 0.00 X 0 0 0 MERT N AKSU BOARD DIR. FOR DEANS 2.00 0.00 X 0 0 0 ANDREW HALVERSON BOARD DIR. FOR STUDENTS 2.00 0.00 X 0 0 0 JUSTIN BOWER BOARD DIR. FOR CORPORATE COUNCIL 2.00 0.00 X 0 0 0 JAMES R LOTT BOARD DIR. FOR FACULTIES 2.00 0.00 X 0 0 0 KAREN WEST PRESIDENT AND CEO 35.00 1.00 X X 539488 0 41679 CHRISTOPHER CARR CHIEF FINANCIAL OFFICER 35.00 5.00 X 291611 0 58332 SONYA SMITH CHIEF DIVERSITY OFFICER 35.00 0.00 X 350165 0 48140 MARSHA PYLE SENIOR SCHOLAR IN RESIDENCE 35.00 0.00 X 289613 0 37422 CAROLYN BOOKER CHIEF OF EDUCATIONAL PATHWAYS 35.00 0.00 X 265846 0 39566 B TIMOTHY LEETH CHIEF ADVOCACY OFFICER 35.00 0.00 X 248862 0 26305 KRISA HAGGINS CHIEF OF MTGS., CONF., & EDU. TECH 35.00 0.00 X 230948 0 37059 JASON LEE SENIOR ADVISOR (THRU 09/23) 35.00 0.00 X 222452 0 39098 GULSUN GUL CHIEF POLICY OFFICER 35.00 0.00 X 244890 0 44493 SHEILA BREAR CHIEF LEARNING OFFICER 35.00 0.00 X 244754 0 27926 EMILIA ISTRATE SVP, POLICY AND EDU. RESEARCH 35.00 0.00 X 223782 0 38914 JULIE BOYNTON SVP, HUMAN RESOURCES 35.00 0.00 X 219330 0 38638 ANGELO LEE SVP, ACCESS, DIVERSITY, AND INCLUSION 35.00 0.00 X 194783 0 28988 3566524 0 506560 43 0 1 0 LIAISON INTERNATIONAL INC 311 ARSENAL STREET WATERTOWN MA 02472 DATA PROCESSING 9453550 FREEMAN AUDIO VISUAL SOLUTIONS PO BOX 650519 DALLAS TX 75264 AV EQUIPMENT 1325566 LOEWS HOTELS & CO 9 WEST 57TH STREET 20TH FLOOR NEW YORK NY 10019 EVENT SERVICES/AV EQUIPMENT 711955 HILTON NEW ORLEANS RIVERSIDE TWO POYDRAS ST NEW ORLEANS LA 70130 EVENT SERVICES 585131 THE CHOICE FOR TEMPORARIES INC 1767 P ST NW FIRST FLOOR WASHINGTON DC 20036 TEMP HELP 458574 20 145358 145358 APPLICATION FEES 900099 27235437 27235437 MEETINGS 900099 2941021 2941021 MEMBERSHIP DUES 900099 2422120 2422120 PUBLICATIONS 541800 631453 601595 29858 33230031 870996 870996 153966 153966 2585244 2136270 448974 448974 448974 MISCELLANEOUS 900099 3525 3525 3525 34852850 33200173 29858 1477461 303911 303911 80500 80500 2788793 1693030 1058097 37666 8423606 5113830 3196005 113771 732477 444675 277909 9893 676444 410658 256650 9136 715913 434619 271625 9669 44478 29626 13798 1054 33956 22617 10534 805 346598 346598 94581 94581 1924203 1512527 357870 53806 343101 339642 3459 1228302 1104662 121623 2017 9904457 9311594 592863 1555751 912107 643644 1091066 603493 460177 27396 4573636 4154457 359642 59537 452380 271428 180952 176454 105872 70582 RECRUITMENT AND RETENTI 289793 190501 98561 731 HONORARIUM 91450 91450 FLOWERS & GIFTS 42088 31026 10910 152 MISCELLANEOUS 40688 24412 16276 35954626 27186637 8442356 325633 500 500 2583405 3295848 52000 93000 90630 107012 1304384 1219734 6408571 5341286 1225406 1067285 27859466 16552090 0 11668422 5642211 4495133 38758002 38499024 3207840 4174496 1858551 2000814 5284136 3395970 10350527 9571280 X 28407475 28927744 28407475 28927744 38758002 38499024 -1101776 1622045 0 X X 0 0 0 X 362451 268981 3659046 258368 145358 4694204 22799493 26803317 27201825 30200614 33230032 140235281 23161944 27072298 30860871 30458982 33375390 144929485 0 0 0 144929485 635876 530375 990517 1090079 1024962 4271809 635876 530375 990517 1090079 1024962 4271809 21706 220285 3472 8973 3525 257961 23819526 27822958 31854860 31558034 34403877 149459255 0.96970 0.97080 0.02860 0.02730 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON - 2019 AMOUNT: $ 21,706. 2020 AMOUNT: $ 220,285. 2021 AMOUNT: $ 3,472. 2022 AMOUNT: $ 8,973. 2023 AMOUNT: $ 3,525. 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RESEARCH 221842 0 1500 0 440 0 23422 0 24006 0 271210 0 0 0 KRISA HAGGINS CHIEF OF MTGS., CONF., & EDU. TECH 218310 0 11500 0 1138 0 23619 0 15129 0 269696 0 0 0 JULIE BOYNTON SVP, HUMAN RESOURCES 201434 0 16500 0 1396 0 23146 0 26247 0 268723 0 0 0 JASON LEE SENIOR ADVISOR (THRU 09/23) 220796 0 1500 0 156 0 22839 0 17798 0 263089 0 0 0 ANGELO LEE SVP, ACCESS, DIVERSITY, AND INCLUSIO 189223 0 1500 0 4060 0 19793 0 11099 0 225675 0 0 0 FORM 990, PART IV, LINE 12B: THE ORGANIZATION IS EXPECTED TO RECEIVE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR THE TAX YEAR. AT THE TIME OF FILING THE FORM 990, THE AUDITED STATEMENTS HAVE NOT BEEN ISSUED FOR THIS TAX YEAR. 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, WITH THE EXCEPTION OF THOSE RELATING TO THE ANNUAL BUDGET, ARE SUBJECT TO APPROVAL BY ALL MEMBERS. 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 FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). 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 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0