2022-05-16T10:00:51-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2021-01-01 390965289 WISCONSIN DENTAL ASSOCIATION FOUNDATION INC WISC 4142764520 6737 W WASHINGTON STREET 2360 WEST ALLIS WI 53214 MARK PAGET SECRETARY 4142764520 2022-05-13 1 MARK PAGET 999009999 KIMBERLY ANDERSON CPA P00188889 6086628600 2022-05-13 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z VICTORIA BOHMAN 6737 W WASHINGTON STREET 2360 WEST ALLIS WI 53214 391712 0 X WWW.WDA.ORG/WDA-FOUNDATION X 1957 WI SUPPORT DENTAL HEALTH CARE INITIATIVES TO IMPROVE ORAL HEALTH CARE OF DISADVANTAGED RESIDENTS THROUGHOUT THE STATE OF WISCONSIN. 14 14 4 434 0 0 212899 169246 0 0 121178 201219 -26 -3192 334051 367273 68395 87841 0 0 122738 136571 0 0 0 72655 66392 263788 290804 70263 76469 3691307 4185925 11205 8368 3680102 4177557 SUPPORT DENTAL HEALTH CARE INITIATIVES TO IMPROVE ORAL HEALTH CARE OF DISADVANTAGED RESIDENTS THROUGHOUT THE STATE OF WISCONSIN. 0 0 55229 DONATED DENTAL SERVICES - PROVIDED DENTAL SERVICES VALUED AT $322,288 FOR DENTAL TREATMENT OF DISABLED, ELDERLY AND MEDICALLY-COMPROMISED INDIVIDUALS WHO COULD NOT AFFORD THE DENTAL CARE NEEDED. 29933 MISSION OF MERCY PROGRAM WAS NOT UTILIZED IN 2021. PROVIDED FREE DENTAL CARE TO 0 UNINSURED, LOW-INCOME INDIVIDUALS VALUED AT $0 OVER A TWO-DAY PERIOD IN MILWAUKEE, WI. 88024 87841 ENHANCES EDUCATIONAL OPPORTUNITIES BY AWARDING SCHOLARSHIPS TO DENTAL AND DENTAL HYGIENE STUDENTS IN THE STATE OF WISCONSIN AND PROVIDED GRANTS IN SUPPORT OF STATEWIDE COMMUNITY DENTAL HEALTH PROJECTS AND CLINICS WHERE DENTAL CARE IS PROVIDED TO THE LOW INCOME POPULATION. 173186 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 4 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X ABBY SWETS 4147554102 6737 W WASHINGTON STREET WEST ALLIS WI 53214 DR CHRISTINE TEMPAS PRESIDENT 3.00 X X 0 0 0 DR TOM NOCKERTS VICE PRESIDENT 3.00 X X 0 0 0 DR SUSAN CABLE TREASURER 3.00 X X 0 0 0 MR MARK PAGET SECRETARY 3.00 X X 0 0 0 DR JAMES MORGENROTH IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 DR THOMAS PETERSEN DIRECTOR 1.00 X 0 0 0 DR CONRAD NENN DIRECTOR 1.00 X 0 0 0 DR JOSEPH BEST DIRECTOR 1.00 X 0 0 0 DR JOHN SADOWSKI DIRECTOR 1.00 X 0 0 0 DR RUBA KHADER DIRECTOR 1.00 X 0 0 0 DR HENRY WENGELEWSKI JR DIRECTOR 1.00 X 0 0 0 DR TIM DURTSCHE DIRECTOR 1.00 X 0 0 0 DR ROBB WARREN DIRECTOR 1.00 X 0 0 0 MR BLAINE ATWATER DIRECTOR AT-LARGE 1.00 X 0 0 0 MR MICHAEL BALL DIRECTOR AT-LARGE 1.00 X 0 0 0 VICTORIA BOHMAN EXECUTIVE DIRECTOR 32.00 X 50457 0 26117 50457 0 26117 0 0 0 0 0 15363 32560 121323 5232 169246 201219 201219 20327 15363 23298 -2971 -2971 920 1141 -221 -221 367273 0 0 198027 57841 57841 30000 30000 74272 18312 55960 41578 28784 12794 2464 1776 688 12280 7261 5019 5977 2144 3833 9891 9891 15205 15205 8247 8072 175 500 500 8124 4625 3499 20869 13972 6897 101 101 2004 2004 888 888 VOLUNTEER RECOGNITION 375 375 REGISTRATION 164 164 BANK FEES 24 24 290804 173186 117618 0 14062 792595 230715 105934 16662 23358 27602 21306 12892 26147 16998 14784 4218 2214 3385087 3214371 69 0 3691307 4185925 8705 8368 2500 0 11205 8368 X 3299911 3833376 380191 344181 3680102 4177557 3691307 4185925 76469 420986 0 X 0 1 X 1 0 X 274364 282882 229573 212899 169246 1168964 274364 282882 229573 212899 169246 1168964 129930 1039034 127432 147559 110378 121178 201219 707766 1876730 73960 0.55360 0.58200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16998 14784 2214 2214 804261 420986 12000 24439 457425 346836 15205 5232 20437 367273 306806 12000 24439 36439 270367 15205 5232 20437 290804 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 24,439. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-CASH AUCTION ITEMS DONATED 5,232. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 24,439. PART XII, LINE 4B - OTHER ADJUSTMENTS: NON-CASH AUCTION ITEMS DONATED 5,232. GOLF OUTING 30850 14295 16555 16642 1978 30850 14295 16555 16642 1978 18620 -2065 1 EDUCATIONAL SCHOLARSHIPS FOR DENTAL HYGIENE STUDENTS 5 2500 EDUCATIONAL SCHOLARSHIPS FOR DENTAL STUDENTS MUSOD 6 27500 PART I, LINE 2: THE FOUNDATION HAS A SET OF CRITERIA BY WITH GRANT AND SCHOLARSHIP FUNDING DECISIONS ARE MADE. A POOL OF FUNDS FOR GRANTS IS DETERMINED BASED UPON A PERCENTAGE OF UNRESTRICTED ASSETS AND IS BUILT INTO THE BUDGET. THE FOUNDATION FINANCE AND ALLOCATION COMMITTEE REVIEW THE GRANT APPLICATIONS AND MAKE FUNDING RECOMMENDATIONS THAT ARE REVIEWED AND APPROVED BY THE FULL FOUNDATION BOARD OF DIRECTORS. THE SCHOLARSHIP COMMITTEE REVIEWS APPLICANTS AND MAKES RECOMMENDATIONS TO MUSOD. DOCUMENTS FROM THESE MEETINGS AND MEETING MINUTES ARE MAINTAINED. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FOUNDATION EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE AFTER COMPLETION OF THE RETURN, AFTER THAT REVIEW AND ANY NECESSARY ADJUSTMENT, THE DRAFT 990 IS EMAILED OUT TO THE BOARD PRIOR TO THE MAY BOARD MEETING SO THAT IT CAN BE REVIEWED BY THE BOARD MEMBERS. THE 990 IS REVIEWED IN PERSON WITH THE ENTIRE BOARD BEFORE IT IS FILED WITH THE IRS. THE ORGANIZATION'S ACCOUNTANT WALKS THROUGH THE 990 WITH THE BOARD AT THE MAY BOARD OF DIRECTORS MEETING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE ASKED AT EACH MEETING IF THEY HAVE A CONFLICT WITH ANY ISSUE ON THE AGENDA. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR SALARY IS DETERMINED THROUGH THE BUDGET PROCESS. COMPARABLE WAGE DATA IS OBTAINED FROM AN INDEPENDENT FIRM SPECIALIZING IN HUMAN RESOURCES AND THE SALARY IS LATER APPROVED BY THE BOARD OF DIRECTORS IN CONJUNCTION WITH THE APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST.