2021-05-13T11:37:38-05:00 2020-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2019-07-01 911993281 AMERICAN DENTAL EDUCATION ASSOCIATION AMER 2022897201 655 K STREET NW NO 800 WASHINGTON DC 200012399 KAREN P WEST DMD CHIEF EXECUTIVE OFFICER 2022897201 2021-05-13 1 ELIZABETH W HELLER P00397829 2022932200 2019 2022-09-23 18:48:47Z KAREN P WEST DMD 655 K STREET NW NO 800 WASHINGTON DC 200012399 24246792 0 X WWW.ADEA.ORG X 1923 DC TO LEAD INDIVIDUALS AND INSTITUTIONS IN THE IMPROVEMENT OF ORAL HEALTH. 11 10 79 300 356345 0 1003940 362451 24086473 23155838 683897 601992 9295 87371 25783605 24207652 426004 300865 0 0 9727805 9282751 0 0 180472 16526986 12981380 26680795 22564996 -897190 1642656 29488114 31723656 15363370 15840117 14124744 15883539 X TO LEAD AND SUPPORT THE HEALTH PROFESSIONS COMMUNITY IN PREPARING FUTURE-READY ORAL HEALTH PROFESSIONALS. 0 0 7606442 1625 19985343 ADEA HAS DEVELOPED FOUR CENTRALIZED APPLICATION SERVICES (CAS). EACH ADEA CAS SIMPLIFIES THE APPLICATION PROCESS BY ALLOWING APPLICANTS TO COMPLETE ONE STANDARDIZED APPLICATION, RATHER THAN FILL OUT MULTIPLE APPLICATIONS. PARTICIPATING SCHOOLS BENEFIT BY RECEIVING UNIFORM INFORMATION ON ALL APPLICANTS. ADEA'S FOUR CAS'S ARE:1) ADEA AADSAS (ASSOCIATED AMERICAN DENTAL SCHOOLS APPLICATION SERVICE) IS 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. 4286378 103709 553289 PROFESSIONAL DEVELOPMENT AND MEETINGS - THE ADEA OFFICE OF PROFESSIONAL DEVELOPMENT COORDINATES AND PROVIDES ALL LOGISTICAL SUPPORT AND PROGRAM DEVELOPMENT AND REVIEW FOR ALL MEETINGS, CONFERENCES AND WORKSHOPS SPONSORED BY ADEA. 1783199 2201 2617206 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 MESSAGING, BRANDING, COMMUNICATIONS STRATEGY, PUBLICATIONS, PRODUCT QUALITY CONTROL, MARKETING AND THE DEVELOPMENT OF NEW AND INNOVATIVE TOOLS TO REACH THE ORGANIZATION'S PRIORITY AUDIENCES 967810 1437 OFFICE OF POLICY RESEARCH AND DIVERSITY - THE OFFICE OF POLICY RESEARCH AND DIVERSITY WILL CONDUCT EDUCATIONAL POLICY RESEARCH AND STUDIES IN AREAS RELEVANT TO THE NEEDS OF DENTAL EDUCATION OVER THE NEXT 5 TO 10 YEARS. IT IS COMPRISED OF FOUR PORTFOLIOS:- EDUCATIONAL RESEARCH AND ANALYSIS - CONSISTS OF THE STUDY OF, DATA ANALYSIS AND RECOMMENDATIONS FOR EDUCATIONAL POLICY RELEVANT FOR DENTAL EDUCATION INSTITUTIONS.- ADVOCACY AND GOVERNMENT RELATIONS - FOCUSES ON THE HALLS OF CONGRESS AND THE FEDERAL GOVERNMENT ON ISSUES THAT AFFECT SPECIAL DENTAL EDUCATION AND ORAL HEALTH AND WELL-BEING OF THE NATION.- ACCESS, DIVERSITY AND INCLUSION - FOCUSES ON EDUCATIONAL ACCESS AND HEALTH CARE ADVOCACY FOR DIVERSE AND UNDERSERVED COMMUNITIES, AND ACCESS, DIVERSITY INCLUSION GOALS THAT ARE COMPATIBLE TO THE BROAD INSTITUTIONAL MISSION. - INSTITUTIONAL CAPACITY BUILDING - FOCUSES ON EFFORTS TO SUPPORT AND STRENGTHEN DENTAL EDUCATIONAL PROGRAMS AT ALL LEVELS: ALLIED, PREDOCTORAL AND ADVANCED DENTAL EDUCATION. 974287 160456 ADVOCACY & GOVERNMENT RELATIONS 1014140 31437 ACCESS, DIVERSITY, AND INCLUSION 2956237 193330 16632256 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 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 0 0 0 1 161 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 SUITE 800 WASHINGTON DC 20001 HENRY A GREMILLION DDS MAGD CHAIR OF THE BOARD 2.00 0.00 X X 0 0 0 RYAN QUOCK DDS CHAIR-ELECT OF THE BOARD 2.00 0.00 X X 0 0 0 R LAMONT MACNEIL DDS MDENTSC IMMEDIATE PAST CHAIR OF TH 2.00 0.00 X X 0 0 0 HEATHER J CONRAD DMS MS BOARD DIRECTOR FOR ADVANCE 2.00 0.00 X 0 0 0 KEITH A MAYS DDS MS PHD BOARD DIRECTOR FOR SECTION 2.00 0.00 X 0 0 0 JOYCE C HUDSON RDH MS BOARD DIRECTOR FOR ALLIED 2.00 0.00 X 0 0 0 MICHAEL S REDDY DMD DMSC BOARD DIRECTOR FOR DEANS 2.00 0.00 X 0 0 0 TIMOTHY J TREAT DDS BOARD DIRECTOR FOR STUDENT 2.00 0.00 X 0 0 0 JAMES R LOTT BOARD DIRECTOR FOR FACULTIES 2.00 0.00 X 0 0 0 SUSAN M FERRANTE BOARD DIRECTOR FOR THE CORPORATIONS 2.00 0.00 X 0 0 0 KAREN WEST PRESIDENT AND CEO (BEG 7/19) 35.00 1.00 X X 231727 0 3450 RICHARD VALACHOVIC PRESIDENT AND CEO (THRU 7/19) 35.00 1.00 X 595717 0 38058 VIRGINIA BADER CHIEF OF STAFF 35.00 1.00 X 597897 0 29533 CHISTOPHER CARR CHIEF FINANCIAL OFFICER 35.00 5.00 X 241935 0 49797 DENICE STEWART CHIEF POLICY OFFICER 35.00 0.00 X 277789 0 36183 ANTHONY PALATTA CHIEF LEARNING OFFICER 35.00 0.00 X 227198 0 43505 B TIMOTHY LEETH CHIEF ADVOCACY OFFICER 35.00 0.00 X 199151 0 21464 SONYA SMITH CHIEF DIVERSITY OFFICER 35.00 0.00 X 181947 0 27065 JAMES DIMARINO SVP, CORPORATE RELATIONS 35.00 0.00 X 193899 0 36740 CAROLYN BOOKER SVP, EDUCATIONAL PATHWAYS 35.00 0.00 X 184877 0 32393 JULIE BOYNTON SVP, HUMAN RESOURCES 35.00 0.00 X 153311 0 35179 KRISA HAGGINS SVP, MEETINGS, CONF, AND EDU TECH 35.00 0.00 X 159270 0 23375 JEFFERY STEWART SVP, INTERPROFESSIONAL AND GLOBAL COLLABORATION 35.00 0.00 X 162215 0 24662 3406933 0 401404 27 0 1 0 LIAISON INTERNATIONAL INC 311 ARSENAL STREET WATERTWON MA 02472 DATA/DEVELOPMENT PROCESSING 7171859 FREEMAN AUDIO VISUAL SOLUTIONS PO BOX 650519 DALLAS TX 75265 AUDIOVISUAL SERVCIES 419817 MARRIOTT HOTEL SERV INC WRT GAYLORD 1965 HAWKS LANDING LOUISVILLE TN 37777 HOTEL EVENTS VENUE 322156 ACADEMY FOR ADVANCING LEADERSHIP INC 3565 PIEDMONT RD NE BLDG ONE STE ATALANTA GA 30305 CONSULTANT 240418 HIGHER LOGIC LLC PO BOX 645579 LOCAITON 111 PITSSBURG PA 15264 COMPUTER SERVICES 213338 8 362451 362451 APPLICATION FEES 900099 19985343 19985343 MEMBERSHIP DUES 900099 2138488 2138488 MEETINGS 900099 553289 553289 PUBLICATIONS 541800 478718 122373 356345 23155838 570211 570211 65665 65665 70921 39140 31781 31781 31781 MISCELLANEOUS 900099 21706 21706 21706 24207652 22799493 356345 689363 265865 265865 35000 35000 2821741 1716425 1069740 35576 5026888 3057787 1905724 63377 474960 288912 180060 5988 395237 240417 149837 4983 563925 343028 213787 7110 117839 66795 49634 1410 60570 34333 25512 725 70920 70920 1094655 620481 461071 13103 376110 361999 14005 106 824347 686674 136012 1661 6951525 6654398 291876 5251 1468573 781142 672745 14686 395682 246504 132272 16906 889738 790904 97588 1246 487615 292570 190169 4876 132279 79369 51587 1323 RECRUITMENT AND RETENTI 111527 69653 39729 2145 22564996 16632256 5752268 180472 500 496 5187752 5316739 340500 127000 130899 341499 2630637 3446967 5502247 3632513 2251300 1869734 16801196 19506457 2145330 1114764 29488114 31723656 3867741 2743336 2238 0 8195012 8700552 1336900 3298379 3059329 15363370 15840117 X 13686376 15868039 438368 15500 14124744 15883539 29488114 31723656 1642656 116141 0 X X 0 1 X 1 0 X 1045916 1060544 843850 1003940 362451 4316701 23325689 24366465 23536497 23676606 22799493 117704750 24371605 25427009 24380347 24680546 23161944 122021451 0 0 0 122021451 456944 412868 414935 582917 635876 2503540 456944 412868 414935 582917 635876 2503540 11727 9295 21706 42728 24840276 25839877 24795282 25272758 23819526 124567719 0.97960 0.98170 0.02010 0.01750 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON - 2015 AMOUNT: $ 11,727. 2018 AMOUNT: $ 9,295. 2019 AMOUNT: $ 21,706. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 233333 233333 22260740 22494073 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 351202 256567 302325 233333 1143427 250000 250000 250000 250000 1000000 1500000 3600034 1815454 1784580 1902213 1817059 85154 1869734 DEFERRED RENT 1544504 DEFERRED CONSTRUCTION ALLOWANCE 1171615 DEFERRED COMPENSATION 241460 DUE TO AFFILIATE 101750 3059329 1 NEW YORK UNIVERSITY 345 E 24TH STREET CLINIC 6W NEW YORK NY 10010 135562308 501(C)(3) 11251 COS AWARD PRESIDENT AND FELLOWS OF HARVARD COLLEGE 25 SHATTUCK ST SUITE 509 BOSTON MA 02115 042103580 501(C)(3) 5308 COS AWARD NATIONAL ACADEMY OF SCIENCES 500 5TH STREET NW WASHINGTON DC 20001 530196932 501(C)(3) 40000 NAM ACTION COLLABORATIVE, GLOBAL FORUM ON INNOVATION IN HEALTH PROFESSIONAL EDUCATION AMERICAN DENTAL ASSOCIATION 28094 NETWORK PLACE CHICAGO IL 60673 360724690 501(C)(3) 55625 COALITION TO MODERNIZE DENTAL LICENSURE WILLIAM J GIES FOUNDATION 655 K STREET NW SUITE 800 WASHINGTON DC 20004 136143845 501(C)(3) 18000 GALA TABLE LSU HEALTH SCIENCES FOUNDATION 2000 TULANE AVE NEW ORLEANS LA 70112 721115391 501(C)(3) 21986 GENERAL SUPPORT 6 0 ENID A. NEIDLE SCHOLAR-IN-RESIDENCE AWARD 1 15000 CREST PREDOCTORAL SCHOLARSHIP 2 5000 AWARD FOR SINKFORD SCHOLARSHIP 1 15000 PART I, LINE 2: GRANTEES ARE REQUIRED TO OBTAIN APPROVAL FOR ACTIVITIES AND EXPENSES FROM ADEA'S STAFF LIAISON, PROVIDE EVIDENCE OF EXPENSES INCURRED OR REPORT TO ADEA'S STAFF LIAISON ON THEIR ACTIVITIES, AS REQUIRED BY THE TERMS OF THE INDIVIDUAL GRANT. X 1 1 X X X X X X 1 0 0 0 0 0 0 1 0 KAREN WEST PRESIDENT AND CEO (BEG 7/19) 197604 0 300 0 33823 0 0 0 5007 0 236734 0 0 0 RICHARD VALACHOVIC PRESIDENT AND CEO (THRU 7/19) 278376 0 173290 0 144051 0 28000 0 12292 0 636009 0 0 0 VIRGINIA BADER CHIEF OF STAFF 303891 0 117250 0 176756 0 28000 0 4984 0 630881 0 0 0 CHISTOPHER CARR CHIEF FINANCIAL OFFICER 221741 0 19936 0 258 0 25341 0 28124 0 295400 0 0 0 DENICE STEWART CHIEF POLICY OFFICER 254200 0 22827 0 762 0 27935 0 9012 0 314736 0 0 0 ANTHONY PALATTA CHIEF LEARNING OFFICER 205335 0 21605 0 258 0 23389 0 22080 0 272667 0 0 0 B TIMOTHY LEETH CHIEF ADVOCACY OFFICER 177335 0 19930 0 1886 0 20092 0 4366 0 223609 0 0 0 SONYA SMITH CHIEF DIVERSITY OFFICER 172290 0 9399 0 258 0 18746 0 11008 0 211701 0 0 0 JAMES DIMARINO SVP, CORPORATE RELATIONS 187523 0 6238 0 138 0 17544 0 19960 0 231403 0 0 0 CAROLYN BOOKER SVP, EDUCATIONAL PATHWAYS 173851 0 9614 0 1412 0 18867 0 15080 0 218824 0 0 0 JULIE BOYNTON SVP, HUMAN RESOURCES 148041 0 4362 0 908 0 16983 0 21310 0 191604 0 0 0 KRISA HAGGINS SVP, MEETINGS, CONF, AND EDU TECH 153525 0 5005 0 740 0 16475 0 10014 0 185759 0 0 0 JEFFERY STEWART SVP, INTERPROFESSIONAL AND GLOBAL CO 155111 0 6708 0 396 0 16414 0 9012 0 187641 0 0 0 PART I, LINE 1B RICHARD W. VALACHOVIC, DMD, PRESIDENT AND CEO, RECEIVES GROSS UP PAYMENTS FOR HIS YEAR-END BONUS. PART I, LINE 4A SEVERANCE PAYMENT - VIRGINIA BADER $162,500 PART I, LINE 7 DURING THE YEAR, THE ASSOCIATION PAID BONUSES AS DETERMINED BY THE BOARD OF DIRECTORS BASED ON PRODUCTIVITY FACTORS. 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 ARE SUBJECT TO APPROVAL BY ALL MEMBERS WITH EXCEPTION OF THE ANNUAL BUDGET 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 2018. FORM 990, PART VI, SECTION C, LINE 19 ADEA MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND POLICIES AVAILABLE TO THE PUBLIC UPON REQUEST. 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 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0