AMERICAN ASSOCIATION OF ORAL AND MAXILLOFACIAL SURGEONS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF ORAL AND MAXILLOFACIAL SURGEONS (EIN 36-2405828)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-30
- IRS object ID
- 202142429349300144
- Schema version
- 2020v4.1
- 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
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-30T16:55:03-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362405828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF ORAL AND | BusinessNameLine1Txt |
| Business Name Line2 | MAXILLOFACIAL SURGEONS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 8476786200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9700 W BRYN MAWR AVENUE | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT C FARRELL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8476786200 | PhoneNum |
| Signature | 2021-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | FARRELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY A HAUMANN | PreparerPersonNm |
| PTIN | P00546491 | PTIN |
| Phone | 3122071040 | PhoneNum |
| Preparation | 2021-08-23 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KARIN K WITTICH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9700 W BRYN MAWR AVENUE | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,513,501 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AAOMS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO ASSURE EXCELLENCE IN PATIENT CARE BY ADVANCING, PROMOTING, AND PRESERVING THE SPECIALTY OF ORAL AND MAXILLOFACIAL SURGERY, AND THE SKILL AND PROFESSIONALISM OF AAOMS MEMBERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 63 | TotalEmployeeCnt |
| Total Volunteers | 319 | TotalVolunteersCnt |
| Total Gross UBI | $724,441 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $428,437 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $550,077 | PYContributionsGrantsAmt |
| CY Contributions Grants | $549,674 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,633,912 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,364,604 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,497,485 | PYInvestmentIncomeAmt |
| CY Investment Income | $646,875 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,087,626 | PYOtherRevenueAmt |
| CY Other Revenue | $1,921,729 | CYOtherRevenueAmt |
| PY Total Revenue | $22,769,100 | PYTotalRevenueAmt |
| CY Total Revenue | $16,482,882 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $674,050 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $563,743 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,284,047 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,408,082 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $14,109 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,448,005 | PYOtherExpensesAmt |
| CY Other Expenses | $6,665,920 | CYOtherExpensesAmt |
| PY Total Expenses | $20,420,211 | PYTotalExpensesAmt |
| CY Total Expenses | $15,637,745 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,348,889 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $845,137 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,048,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,805,303 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,021,793 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,894,386 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,026,890 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,910,917 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ASSURE EXCELLENCE IN PATIENT CARE BY ADVANCING, PROMOTING AND PRESERVING THE SPECIALTY OF ORAL AND MAXILLOFACIAL SURGERY, AND THE SKILL AND PROFESSIONALISM OF AAOMS MEMBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | SERVICE AND CONTINUING EDUCATION FOR APPROXIMATELY 9,000 ORAL AND MAXILLOFACIAL SURGEON MEMBERS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 113 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 63 | 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS KIMBERLY A MOLLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476786200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9700 W BRYN MAWR AVE | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600185701 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| SCOTT C FARRELL | |||||||||
| EXECUTIVE DIRECTOR | 37.75 | 2.25 | Yes (X) | $493,677 | $0 | $64,173 | |||
| KARIN K WITTICH | |||||||||
| ASSOC EXECUTIVE DIRECTOR | 36.00 | 4.00 | $263,475 | $0 | $52,904 | Yes (X) | |||
| MARK L ADAMS | |||||||||
| GENERAL COUNSEL | 40.00 | 0.00 | $270,382 | $0 | $38,047 | Yes (X) | |||
| MARY E SCHNITZER | |||||||||
| ASSOC EXECUTIVE DIRECTOR | 40.00 | 0.00 | $223,827 | $0 | $48,252 | Yes (X) | |||
| KIMBERLY A MOLLEY | |||||||||
| CFO | 35.75 | 4.25 | Yes (X) | $219,327 | $0 | $43,294 | |||
| RONALD K SKIBA | |||||||||
| DIRECTOR OF HUMAN RESOURCE | 38.25 | 1.75 | $161,069 | $0 | $65,258 | Yes (X) | |||
| JOLENE M KREMER | |||||||||
| ASSOC EXECUTIVE DIRECTOR | 39.50 | 0.50 | $179,434 | $0 | $40,375 | Yes (X) | |||
| A THOMAS INDRESANO | |||||||||
| PAST BOARD PRESIDENT | 4.75 | 3.25 | Yes (X) | $134,460 | $0 | $19,500 | Yes (X) | ||
| VICTOR L NANNINI | |||||||||
| PRESIDENT/PAST BOARD PRESIDENT | 15.00 | 4.00 | Yes (X) | $113,747 | $0 | $0 | Yes (X) | ||
| BD TINER | |||||||||
| PRESIDENT ELECT/BOARD PRESIDENT | 20.00 | 3.25 | Yes (X) | $91,208 | $0 | $19,500 | Yes (X) | ||
| J DAVID JOHNSON JR | |||||||||
| VICE PRESIDENT/PRESIDENT ELECT | 15.00 | 0.25 | Yes (X) | $84,422 | $0 | $19,500 | Yes (X) | ||
| PAUL J SCHWARTZ | |||||||||
| TRUSTEE/VICE PRESIDENT | 10.00 | 0.25 | Yes (X) | $70,740 | $0 | $19,500 | Yes (X) | ||
| ROBERT S CLARK | |||||||||
| TREASURER | 10.00 | 0.25 | Yes (X) | $67,654 | $0 | $0 | Yes (X) | ||
| CHARLES A CRAGO | |||||||||
| TRUSTEE | 4.75 | 0.25 | $31,508 | $0 | $19,500 | Yes (X) | |||
| MARK A EGBERT | |||||||||
| TRUSTEE | 4.75 | 0.25 | $49,107 | $0 | $0 | Yes (X) | |||
| DAVID M SHAFER | |||||||||
| TRUSTEE | 4.75 | 0.25 | $28,548 | $0 | $19,500 | Yes (X) | |||
| DEBRA M SACCO | |||||||||
| TRUSTEE | 4.75 | 3.25 | $28,325 | $0 | $19,500 | Yes (X) | |||
| STEVEN R NELSON | |||||||||
| SPEAKER OF THE HOUSE OF DE | 2.00 | 0.00 | Yes (X) | $27,092 | $0 | $19,500 | Yes (X) | ||
| PAUL M LAMBERT | |||||||||
| FORMER TRUSTEE | 0.00 | 0.00 | $26,109 | $0 | $0 | Yes (X) | |||
| J DAVID MORRISON | |||||||||
| TRUSTEE | 4.75 | 3.25 | $5,822 | $0 | $19,500 | Yes (X) | |||
| MARTIN E EICHNER | |||||||||
| TRUSTEE | 4.75 | 0.25 | $5,150 | $0 | $19,500 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,575,083 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $547,303 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| LAUNCH DIGITAL MARKETING LLC | |||||
| 1864 HIGH GROVE LN STE 124 | NAPERVILLE | IL | 60540 | DIGITAL MARKETING SERVICES | $814,606 |
| WEBMD HEALTH CORP | |||||
| 395 HUDSON ST | NEW YORK | NY | 10014 | DIGITAL MARKETING SERVICES | $369,986 |
| NATIONAL BOARD OF MEDICAL EXAMINERS | |||||
| PO BOX 48006 | NEWARK | NJ | 071014806 | TESTING SERVICES | $319,072 |
| VALENTI BUILDERS INC | |||||
| 200 W MADISON STE 2220 | CHICAGO | IL | 60606 | CONSTRUCTION SERVICES | $229,140 |
| PERSONIFY INC | |||||
| 6500 RIVER PL BLVD BLDG 3 STE 125 | AUSTIN | TX | 78730 | SOFTWARE SUPPORT & HOSTING SERVICES | $210,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $365,000 | RelatedOrganizationsAmt |
| All Other Contributions | $184,674 | AllOtherContributionsAmt |
| Total Contributions | $549,674 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MEMBERSHIP DUES & ASSESSMENTS | 900099 | $9,462,329 | $9,462,329 | ||
| MEETINGS & PROGRAMS | 541900 | $1,500,228 | $1,500,228 | ||
| ANNUAL MEETING REVENUES | 541900 | $1,421,677 | $1,389,677 | $32,000 | |
| ADVERTISING REVENUES | 541800 | $556,055 | $20,851 | $392,441 | $142,763 |
| ENDORSEMENT FEES | 900004 | $300,000 | $300,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,315 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $103,565 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $20,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,364,604 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $635,329 | TotalRevenueColumnAmt |
| Exclusion | $635,329 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,594,768 | TotalRevenueColumnAmt |
| Exclusion | $1,594,768 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $362,733 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $276,808 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $85,925 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,925 | TotalRevenueColumnAmt |
| Exclusion | $85,925 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,692,108 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,680,562 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,546 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,546 | TotalRevenueColumnAmt |
| Exclusion | $11,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $314,285 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $73,249 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $241,036 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $241,036 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,482,882 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,717,686 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $724,441 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,491,081 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,343 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,650 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,573,740 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,031,838 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,450 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,107,235 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,819 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,534 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,700 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,185 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017,265 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,142,421 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $936,513 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,033 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,623 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,563 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,176 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $700,521 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,028 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PRINTING AND PUBLICATIO | $496,553 |
| UNRELATED BUSINESS INCO | $134,946 |
| RECRUITMENT EXPENSES | $76,636 |
| EMPLOYEE DEVELOPMENT | $73,254 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,969 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,637,745 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,578,821 | BOYAmt |
| EOY | $5,938,780 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,365 | BOYAmt |
| EOY | $966,428 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,902 | BOYAmt |
| EOY | $141,981 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,512,340 | BOYAmt |
| EOY | $1,503,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,774,918 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,827,721 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,596,561 | BOYAmt |
| EOY | $3,947,197 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,354,694 | BOYAmt |
| EOY | $24,304,433 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,048,683 | BOYAmt |
| EOY | $36,805,303 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,216,021 | BOYAmt |
| EOY | $1,405,598 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,950 | BOYAmt |
| EOY | $525,600 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,640,604 | BOYAmt |
| EOY | $8,034,617 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,624,218 | BOYAmt |
| EOY | $1,928,571 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,021,793 | BOYAmt |
| EOY | $11,894,386 | 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 | $23,026,890 | BOYAmt |
| EOY | $24,910,917 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,026,890 | BOYAmt |
| EOY | $24,910,917 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,048,683 | BOYAmt |
| EOY | $36,805,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $845,137 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,038,890 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $9,562,603 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $518,816 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | -$350,120 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $168,696 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $533,533 | AggregateReportedDuesNtcAmt |
| Taxable | -$364,837 | TaxableAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $698,900 | OtherCostOrOtherBasisAmt |
| Book Value | $698,900 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,751,100 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,316,885 | DepreciationAmt |
| Book Value | $434,215 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,381,431 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,994,706 | DepreciationAmt |
| Book Value | $2,386,725 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,943,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,516,130 | DepreciationAmt |
| Book Value | $427,357 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,947,197 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY UNDER DEFERRED COMPENSATION PLAN | Desc |
| Amt | $1,928,571 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,928,571 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $20,155,505 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,038,890 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,368,086 | OtherRevenueAmt |
| Revenue Not Reported | $4,406,976 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,748,529 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $80,185 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $654,168 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $734,353 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,482,882 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,115,183 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,211,791 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,211,791 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,903,392 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $80,185 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $654,168 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $734,353 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,637,745 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 73,249. SUBSIDIARY INCOME 3,018,029. RENTAL EXPENSE 276,808. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTERCOMPANY ELIMINATIONS WITH SUBSIDIARY 654,168. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 73,249. SUBSIDIARY EXPENSES 1,861,734. RENTAL EXPENSE 276,808. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTERCOMPANY ELIMINATIONS WITH SUBSIDIARY 654,168. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | AWARD TO RECIPIENTS LOCATED IN THE REGION | ORAL ABSTRACT AWARD | $750 |
| EUROPE | 0 | 0 | PROGRAM SERVCIES | REIMBURSEMENT AND STIPEND TO SPEAK AT VIRTUAL CONFERENCES | $2,000 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | REIMBURSEMENT AND STIPEND TO SPEAK AT VIRTUAL CONFERENCES | $1,000 |
| EUROPE | 0 | 0 | PROGRAM SERVCIES | SENDING ORGANIZATION AGENTS TO ATTEND CONFERENCES | $23,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $26,796 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $26,796 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3, COLUMN (F): | THE ASSOCIATION REPORTS EXPENDITURES BASED ON THE ACCRURAL METHOD OF ACCOUNTING. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF TEXAS HOUSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 741761309 | RecipientEIN |
| IRC Section | GOVERNMENT ENTITY | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Purpose Of Grant | FACULTY EDUCATOR DEVELOPMENT GRANT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FACULTY EDUCATOR DEVELOPMENT AWARD | 13 | $504,650 |
| RESIDENT RESEARCH AWARD | 3 | $6,000 |
| ORAL ABSTRACT AWARD | 4 | $3,750 |
| POSTER AWARD | 5 | $1,250 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION PROVIDES RECURRING GRANTS FOR ONE MAJOR ACTIVITY: FINANCIAL INCENTIVES TO ENCOURAGE ORAL AND MAXILLOFACIAL SURGEONS TO ACCEPT FACULTY POSITIONS IN OUR TRAINING PROGRAMS (REFERRED TO AS FACULTY EDUCATOR DEVELOPMENT AWARDS). AN INTERNAL REVIEW COMMITTEE DETERMINES THE RECIPIENTS OF THE FACULTY EDUCATOR DEVELOPMENT AWARDS BASED ON APPLICATIONS, AND THE AWARDEES ARE REQUIRED TO REMAIN IN A FACULTY POSITION FOR AT LEAST SIX YEARS. IF THEY LEAVE EARLY, THEY ARE REQUIRED TO REPAY SOME OF THE GRANTS. ALL OTHER GRANTS GENERALLY INVOLVE UNRESTRICTED FUNDS, UNLESS OTHERWISE NOTED IN THE GRANT. THE ASSOCIATION'S BOARD OF TRUSTEES APPROVES FUNDING FOLLOWING AN EVALUATION OF THE MERITS CONCERNING REQUESTS FOR FUNDING. IF THE ASSOCIATION IS NOT FAMILIAR WITH THE ORGANIZATION REQUESTING THE FUNDING, ADDITIONAL BACKGROUND INFORMATION IS OBTAINED AND PRESENTED TO THE BOARD OF TRUSTEES. | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT C FARRELL | ||||||||||||||
| EXECUTIVE DIRECTOR | $428,000 | $0 | $28,617 | $0 | $37,060 | $0 | $37,385 | $0 | $26,788 | $0 | $557,850 | $0 | $0 | $0 |
| KARIN K WITTICH | ||||||||||||||
| ASSOC EXECUTIVE DIRECTOR | $231,000 | $0 | $23,100 | $0 | $9,375 | $0 | $34,005 | $0 | $18,899 | $0 | $316,379 | $0 | $0 | $0 |
| MARK L ADAMS | ||||||||||||||
| GENERAL COUNSEL | $242,760 | $0 | $16,993 | $0 | $10,629 | $0 | $20,518 | $0 | $17,529 | $0 | $308,429 | $0 | $0 | $0 |
| MARY E SCHNITZER | ||||||||||||||
| ASSOC EXECUTIVE DIRECTOR | $207,500 | $0 | $16,600 | $0 | -$273 | $0 | $28,594 | $0 | $19,658 | $0 | $272,079 | $0 | $0 | $0 |
| KIMBERLY A MOLLEY | ||||||||||||||
| CFO | $194,512 | $0 | $17,505 | $0 | $7,310 | $0 | $27,027 | $0 | $16,267 | $0 | $262,621 | $0 | $0 | $0 |
| RONALD K SKIBA | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCE | $156,500 | $0 | $8,000 | $0 | -$3,431 | $0 | $19,871 | $0 | $45,387 | $0 | $226,327 | $0 | $0 | $0 |
| JOLENE M KREMER | ||||||||||||||
| ASSOC EXECUTIVE DIRECTOR | $161,000 | $0 | $11,270 | $0 | $7,164 | $0 | $20,753 | $0 | $19,622 | $0 | $219,809 | $0 | $0 | $0 |
| PAUL M LAMBERT | ||||||||||||||
| FORMER TRUSTEE | $0 | $0 | $0 | $0 | $26,109 | $0 | $0 | $0 | $0 | $0 | $26,109 | $0 | $26,109 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TRAVEL FOR COMPANIONS - THE OFFICERS, TRUSTEES, AND EXECUTIVE DIRECTOR RECEIVED PAYMENT FOR AIRFARE FOR THEIR SPOUSES OR SIGNIFICANT OTHERS TO ACCOMPANY THEM TO SELECT MEETINGS WITHIN THE USA. TEN TRUSTEES RECEIVED SUCH PAYMENTS. BOARD OFFICERS REPRESENTING AAOMS AT NON-USA MEETINGS RECEIVED PAYMENTS FOR AIRFARE FOR SPOUSES TO ACCOMPANY THEM TO THESE MEETINGS. FOR INTERNATIONAL MEETINGS, THE ACCEPTED CUSTOM IS TO HAVE A SPOUSE/SIGNIFICANT OTHER REPRESENTING AAOMS AT ALL SOCIAL FUNCTIONS. THIS HELPS BRIDGE SOME OF THE CULTURAL GAPS THAT EXIST ACCROSS THE WORLD. TWO TRUSTEES RECEIVED PAYMENTS FOR SPOUSAL INTERNATIONAL TRAVEL. ALL PAYMENTS FOR TRAVEL FOR COMPANIONS WERE TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS. HEALTH CLUB DUES - THE ASSOCIATION PAID HEALTH CLUB DUES FOR THE EXECUTIVE DIRECTOR PER HIS EMPLOYMENT AGREEMENT. IN ADDITION, THE ASSOCIATION'S POLICY IS TO REIMBURSE OTHER EMPLOYEES THE LESSER OF 1/2 OF ANY MONTHLY HEALTH CLUB DUES OR $20 PER MONTH. ALL SUCH PAYMENTS WERE TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUALS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION IS COMPRISED OF MEMBERS OF THE DENTAL PROFESSION THAT 1) HAVE SPECIAL QUALIFICATIONS, INCLUDING TRAINING IN ORAL AND MAXILLOFACIAL SURGERY; AND 2) HAVE COMPLETED ALL REQUIREMENTS OF MEMBERSHIP AS SPELLED OUT IN THE ASSOCIATION'S BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL 102 MEMBERS OF THE HOUSE OF DELEGATES ARE ELECTED BY MEMBERS OF THE ASSOCIATION. THE HOUSE OF DELEGATES ELECTS 11 MEMBERS OF THE BOARD OF TRUSTEES, WHO ARE EX-OFFICIO MEMBERS OF THE HOUSE OF DELEGATES. THE BOARD OF TRUSTEES IS THE ADMINISTRATIVE GOVERNING BODY OF THE ASSOCIATION, VESTED WITH FULL POWER TO CONDUCT ALL BUSINESS OF THE ASSOCIATION SUBJECT TO THE LAWS OF THE STATE OF ILLINOIS, THE ARTICLES OF INCORPORATION, THE CONSTITUTION AND BYLAWS, AND THE MANDATES OF THE HOUSE OF DELEGATES. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN DECISIONS OF THE BOARD OF TRUSTEES ARE SUBJECT TO THE APPROVAL OF THE HOUSE OF DELEGATES, WHICH CONSISTS OF 102 MEMBERS OF THE ASSOCIATION IN GOOD STANDING WHICH REPRESENT EACH STATE IN THE UNION, THE DISTRICT OF COLUMBIA, THE COMMONWEALTH OF PUERTO RICO, AND EACH BRANCH OF THE FIVE FEDERAL DENTAL SERVICES. ANY REVISIONS TO THE ASSOCIATION'S "CODE OF PROFESSIONAL CONDUCT AND GUIDELINES FOR FILING A COMPLAINT OF VIOLATION" PROPOSED BY THE BOARD OF TRUSTEES MUST BE APPROVED BY THE HOUSE OF DELEGATES. THE HOUSE OF DELEGATES ALSO CONSIDERS THE ANNUAL REPORTS OF THE BOARD OF TRUSTEES AND ACTS ON RESOLUTIONS AND RECOMMENDATIONS CONTAINED IN THE REPORTS. THE HOUSE OF DELEGATES APPROVES ALL MEMBERSHIP ELECTIONS PROPOSED BY THE BOARD OF TRUSTEES, AND ALSO APPROVES THE ANNUAL BUDGET AND ANY WITHDRAWAL OF FUNDS FROM A DESIGNATED RESERVE FUND. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES, BEING THE ADMINISTRATIVE GOVERNING BODY OF THE ASSOCIATION, IS RESPONSIBLE FOR THE REVIEW OF THE ANNUAL FORM 990 FILING. THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, CONSISTING OF 5 OF THE 11 BOARD MEMBERS, REVIEWS THE FILING ANNUALLY WHEN THEY MEET WITH THE OUTSIDE PUBLIC ACCOUNTING FIRM TO REVIEW THE PRIOR YEAR'S FINANCIAL STATEMENT AUDIT. ONCE APPROVED BY THE FINANCE AND AUDIT COMMITTEE, THE FORM 990 IS DISTRIBUTED TO THE REMAINING MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR REVIEW, PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, TRUSTEES, COMMITTEE MEMBERS, MEMBERS OF THE ASSOCIATION'S STAFF, AND SPEAKERS AT EDUCATIONAL SESSIONS MUST ANNUALLY PROVIDE A SIGNED STATEMENT LISTING ANY AND ALL POTENTIAL CONFLICTS OF INTEREST INVOLVING POSSIBLE FINANCIAL GAIN OR LOSS THAT COULD RESULT FROM AN ACTION TAKEN IN THEIR CAPACITY AS AN ASSOCIATION REPRESENTATIVE OR EMPLOYEE. FAILURE TO COMPLY WITH THE DISCLOSURE PROVISIONS MAY RESULT IN DISMISSAL FROM ASSOCIATION ACTIVITIES. THE ASSOCIATION'S GENERAL COUNSEL REVIEWS ALL DISCLOSURE STATEMENTS, AND REPORTS ANY ITEMS OF POTENTIAL CONCERN TO THE EXECUTIVE DIRECTOR. ONCE DISCLOSURE HAS BEEN MADE, THE ASSOCIATION COMMITTEE/AGENCY ON WHICH SUCH INDIVIDUAL SERVES MAY PROCEED TO TAKE ACTION WITH OR WITHOUT THE INTERESTED MEMBER. IF, IN THE OPINION OF THE CHAIR OF THE COMMITTEE/AGENCY OR THE PRESIDENT, A MEMBER HAS A DIRECT CONFLICT OF INTEREST, THAT MEMBER SHALL ABSTAIN FROM ANY AGENCY VOTE OR ACTION RELATED TO THE SUBJECT OF THE CONFLICT. THE ASSOCIATION'S EXECUTIVE DIRECTOR IS RESPONSIBLE FOR SHARING CONFLICT OF INTEREST DISCLOSURES WITH THE PRESIDENT OR CHAIR. ADDITIONALLY, AT EACH FACE-TO-FACE MEETING OF THE BOARD OF TRUSTEES, AN OPENING AGENDA ITEM REVIEWS THE ASSOCIATION'S CONFLICT OF INTEREST POLICY, REQUIRING ANY BOARD MEMBER TO DISCLOSE A POTENTIAL CONFLICT OF INTEREST THAT HAS NOT PREVIOUSLY BEEN REPORTED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FIVE MEMBERS OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEW AND APPROVE ALL COMPENSATION DECISIONS AFFECTING THE EXECUTIVE DIRECTOR. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE GOALS THAT WERE ESTABLISHED FOR THE REVIEW PERIOD, AND WHETHER OR NOT EACH GOAL WAS ACHIEVED AND TO WHAT LEVEL. FOR KEY EMPLOYEES, THE EXECUTIVE COMMITTEE REVIEWS SIMILAR INFORMATION THAT HAS BEEN REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE DIRECTOR OF HUMAN RESOURCES. EVERY THREE YEARS, THE ASSOCIATION HIRES AN OUTSIDE INDEPENDENT CONSULTANT WHO REVIEWS ALL STAFF POSITION DESCRIPTIONS AND BENCHMARK DATA COMPILED FROM OTHER ASSOCIATION COMPENSATION DATA FROM SIMILAR ORGANIZATIONS. FOLLOWING THIS REVIEW, THE CONSULTANT PROVIDES SALARY RANGES FOR EACH MEMBER OF THE ASSOCIATION STAFF. RANGES FOR THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES ARE SHARED WITH THE EXECUTIVE COMMITTEE TO PROVIDE THE NECESSARY FRAMEWORK TO MAKE COMPENSATION DECISIONS. THE EXECUTIVE COMMITTEE ALSO RECEIVES COMPARATIVE COMPENSATION DATA FOR CEO/EXECUTIVE DIRECTOR AND ALL OTHER RELEVANT POSITIONS THAT HAS BEEN COMPILED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (NATIONAL DATA), AND THEIR LOCAL CHAPTER, THE ASSOCIATION FORUM OF CHICAGO. FORMAL MEETING MINUTES OF THE EXECUTIVE COMMITTEE'S DELIBERATIONS ARE COMPILED AND FILED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION'S GOVERNING RULES AND REGULATIONS CONTAINS THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY OF THE ORGANIZATION. THIS PUBLICATION IS AVAILABLE FREE OF CHARGE TO MEMBERS OF THE ASSOCIATION. IT IS NOT AVAILABLE TO THE GENERAL PUBLIC. THE ASSOCIATION'S AUDITED FINANCIAL STATEMENTS ARE DISTRIBUTED ANNUALLY TO EACH MEMBER OF THE HOUSE OF DELEGATES. THE BOARD OF TRUSTEES RECEIVES ALL MONTHLY FINANCIAL STATEMENTS, IN ADDITION TO THE AUDITED FINANCIAL STATEMENTS. FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, EXCEPT THE FINANCIAL DATA THAT IS PRESENTED IN THE ANNUAL FORM 990. FINANCIAL STATEMENTS ARE PROVIDED YEARLY TO DUN & BRADSTREET FOR PUBLICATION. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| OMSPAC | ||||||||||
| 9700 W BRYN MAWR AVE | ROSEMONT | IL | 60018 | 237148497 | POLITICAL ACTION COMMITTEE | IL | 527 | 0 | ||
| ORAL AND MAXILLOFACIAL SURGERY FOUNDATION | ||||||||||
| 9700 W BRYN MAWR AVE | ROSEMONT | IL | 60018 | 366111168 | RESEARCH AND EDUCATION FOUNDATION | IL | 501(C)(3) | Yes (1) | LINE 10 | AMERICAN ASSOCIATION OF ORAL AND MAXILLOFACIAL SURGEONS |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAOMS SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9700 W BRYN MAWR AVE | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364019908 | EIN |
| Primary Activities | MEMBER SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF ORAL AND MAXILLOFACIAL SURGEONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $484,957 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $378,332 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | 0 | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AAOMS SERVICES INC | ||
| F | $200,000 | ACTUAL AMOUNT PAID |
| AAOMS SERVICES INC | ||
| Q | $67,508 | ACTUAL AMOUNT PAID |
| OMSPAC (PROMPT AND DIRECT TRANSFER OF CONTRIB COLLECTED ON BEHALF OF PAC) | ||
| R | $140,861 | ACTUAL AMOUNT PAID |
| ORAL AND MAXILLOFACIAL SURGERY POLITICAL ACTION COMMITTEE | ||
| O | $72,335 | ACTUAL AMOUNT PAID |
| ORAL AND MAXILLOFACIAL SURGERY FOUNDATION (OMSF) | ||
| C | $295,000 | ACTUAL AMOUNT PAID |
| ORAL AND MAXILLOFACIAL SURGERY FOUNDATION (OMSF) | ||
| O | $65,015 | ACTUAL AMOUNT PAID |
| ORAL AND MAXILLOFACIAL SURGERY FOUNDATION (OMSF) | ||
| Q | $471,226 | ACTUAL AMOUNT PAID |
| ORAL AND MAXILLOFACIAL SURGERY FOUNDATION (OMSF) | ||
| R | $355,359 | ACTUAL AMOUNT PAID |