STRATEGY STUDIO / PUBLIC DATA EXPLORER

TEXAS SMILES FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TEXAS SMILES FOUNDATION (EIN 74-2897487)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202023219349303682
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T09:06:27-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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 SUITE 400AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78704ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA G BRADYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5124433675PhoneNum
Signature2020-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYAJAIRA ADAMEPreparerPersonNm
PTINP01781221PTIN
Phone5123438075PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$342,757GrossReceiptsAmt
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$225,057PYContributionsGrantsAmt
CY Contributions Grants$153,792CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$73,958PYInvestmentIncomeAmt
CY Investment Income$61,864CYInvestmentIncomeAmt
PY Other Revenue$33,219PYOtherRevenueAmt
CY Other Revenue$27,115CYOtherRevenueAmt
PY Total Revenue$332,234PYTotalRevenueAmt
CY Total Revenue$242,771CYTotalRevenueAmt
PY Grants And Similar Paid$6,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$113,452PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$95,456CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$59,837CYTotalFundraisingExpenseAmt
PY Other Expenses$67,239PYOtherExpensesAmt
CY Other Expenses$54,045CYOtherExpensesAmt
PY Total Expenses$186,691PYTotalExpensesAmt
CY Total Expenses$151,501CYTotalExpensesAmt
PY Revenues Less Expenses$145,543PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$91,270CYRevenuesLessExpensesAmt
Total Assets BOY$2,239,494TotalAssetsBOYAmt
Total Assets EOY$2,623,375TotalAssetsEOYAmt
Total Liabilities BOY$24,596TotalLiabilitiesBOYAmt
Total Liabilities EOY$129,936TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,214,898NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,493,439NetAssetsOrFundBalancesEOYAmt
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
Expense$0ExpenseAmt
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 2019, NO EVENTS WERE HELD.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$14,775ExpenseAmt
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)
Expense$2,000ExpenseAmt
Grant$2,000GrantAmt
DescEDUCATION - THE ORGANIZATION AWARDS SCHOLARSHIPS FOR COLLEGE STUDENTS ENROLLED IN DENTISTRY SCHOOL. IN 2019 TWO AWARDS WERE MADE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$16,775TotalProgramServiceExpensesAmt
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 Document5IRPDocumentCnt
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 (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAY C ADKINS
SECRETARY3.00Yes (X)Yes (X)$0$0$0
LARRY W SPRADLEY
CHAIRMAN4.00Yes (X)Yes (X)$0$0$0
DIANE BOGAN
MEMBER2.00Yes (X)$0$0$0
WADE BARKER
MEMBER2.00Yes (X)$0$0$0
JEN BANTON
MEMBER2.00Yes (X)$0$0$0
DOUGLAS W BOGAN
MEMBER2.00Yes (X)$0$0$0
W BEN TAYLOR
MEMBER2.00Yes (X)$0$0$0
DON LUTES
MEMBER2.00Yes (X)$0$0$0
RICHARD M SMITH
TREASURER3.00Yes (X)Yes (X)$0$0$0
MICHAEL RAINWATER
MEMBER2.00Yes (X)$0$0$0
BARRY J CURREY
VICE-CHAIR3.00Yes (X)Yes (X)$0$0$0
JANE EVANS
MEMBER2.00Yes (X)$0$0$0
PAULA OWENS
MEMBER2.00Yes (X)$0$0$0
MIKE L GIESLER
PAST CHAIR2.00Yes (X)$0$0$0
BETH VOORHEES
MEMBER2.00Yes (X)$0$0$0
DAVID WOODBURN
MEMBER2.00Yes (X)$0$0$0
CAROL WOODS
MEMBER2.00Yes (X)$0$0$0
DELTON YARBROUGH
MEMBER2.00Yes (X)$0$0$0
JUDITH GONZALEZ
FOUNDATION DIRECTOR40.00Yes (X)$83,076$0$17,103
FieldValueIRS element (for citing)
Total Reportable Comp From Org$83,076TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$17,103TotalOtherCompensationAmt
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$103,792AllOtherContributionsAmt
Total Contributions$153,792TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$59,707TotalRevenueColumnAmt
Exclusion$59,707ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$65,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$62,843SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,157SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,157TotalRevenueColumnAmt
Exclusion$2,157ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$64,258FundraisingGrossIncomeAmt
Fundraising Direct Expenses$37,143FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,115TotalRevenueColumnAmt
Exclusion$27,115ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$242,771TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$88,979ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,000TotalAmt
Program Services$2,000ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$95,456TotalAmt
Program Services$9,775ProgramServicesAmt
Management And General$26,135ManagementAndGeneralAmt
Fundraising$59,546FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$53TotalAmt
Management And General$53ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,458TotalAmt
Management And General$7,458ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,481TotalAmt
Management And General$12,481ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,178TotalAmt
Management And General$976ManagementAndGeneralAmt
Fundraising$202FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,167TotalAmt
Management And General$2,078ManagementAndGeneralAmt
Fundraising$89FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,974TotalAmt
Management And General$1,974ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,331TotalAmt
Management And General$1,331ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
INSURANCE-LIABILITY$10,986$10,986
HONORARIUMS$5,000$5,000
TELEPHONE$2,969$2,969
TECH SUPPORT$2,940$2,940

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,508TotalAmt
Management And General$5,508ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$151,501TotalAmt
Program Services$16,775ProgramServicesAmt
Management And General$74,889ManagementAndGeneralAmt
Fundraising$59,837FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$313,412BOYAmt
EOY$418,522EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$248,983BOYAmt
EOY$181,802EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,414BOYAmt
EOY$850EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,510BOYAmt
EOY$4,277EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$43,754LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$39,794LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,456BOYAmt
EOY$3,960EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$527,461BOYAmt
EOY$993,516EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,110,623BOYAmt
EOY$999,278EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$24,635BOYAmt
EOY$21,170EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,239,494BOYAmt
EOY$2,623,375EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,429BOYAmt
EOY$4,115EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,167BOYAmt
EOY$125,821EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,596BOYAmt
EOY$129,936EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$817,884BOYAmt
EOY$1,066,081EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,397,014BOYAmt
EOY$1,427,358EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,214,898BOYAmt
EOY$2,493,439EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,239,494BOYAmt
EOY$2,623,375EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$91,270ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$202,533NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$15,262PriorPeriodAdjustmentsAmt
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$335,047CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$334,254CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$323,161CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$289,827CurrentTaxYearMinus1YearAmt
Current Tax Year$217,452CurrentTaxYearAmt
Total$1,499,741TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$335,047CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$334,254CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$323,161CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$289,827CurrentTaxYearMinus1YearAmt
Current Tax Year$217,452CurrentTaxYearAmt
Total$1,499,741TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$455,476SubstantialContributorsTotAmt
Public Support Total170$1,044,265PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,315CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,808CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,894CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$73,958CurrentTaxYearMinus1YearAmt
Current Tax Year$61,864CurrentTaxYearAmt
Total$300,839TotalAmt
FieldValueIRS element (for citing)
Total Support$1,800,580TotalSupportAmt
Public Support CY1700.58000PublicSupportCY170Pct
Public Support PY1700.52870PublicSupportPY170Pct
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,846,623BeginningYearBalanceAmt
Contributions$61,998ContributionsAmt
Investment Earnings Or Losses$212,195InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,000GrantsOrScholarshipsAmt
Other Expenditures$5,000OtherExpendituresAmt
Administrative Expenses$10,436AdministrativeExpensesAmt
End Year Balance$2,099,380EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,626,521BeginningYearBalanceAmt
Contributions$54,754ContributionsAmt
Investment Earnings Or Losses$184,873InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,000GrantsOrScholarshipsAmt
Other Expenditures$5,000OtherExpendituresAmt
Administrative Expenses$13,525AdministrativeExpensesAmt
End Year Balance$1,841,623EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,613,118BeginningYearBalanceAmt
Contributions$76,274ContributionsAmt
Investment Earnings Or Losses-$44,300InvestmentEarningsOrLossesAmt
Grants Or Scholarships$6,000GrantsOrScholarshipsAmt
Other Expenditures$4,300OtherExpendituresAmt
Administrative Expenses$8,271AdministrativeExpensesAmt
End Year Balance$1,626,521EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.37000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.63000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$37,723OtherCostOrOtherBasisAmt
Depreciation$33,763DepreciationAmt
Book Value$3,960BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,031OtherCostOrOtherBasisAmt
Depreciation$6,031DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,960TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
DFA FIVE YEAR GLOBAL FIXED$289,323C
BRIDGEWAY OMNI SMALL CAP$246,896C
DFA US CORE EQUITY 2$189,059C
DFA ST EXT QUALITY PORTFOLIO$274,000C
FieldValueIRS element (for citing)
Total Book Value Securities$999,278TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO RELATED PARTY(TDA)Desc
Amt$125,821Amt
FieldValueIRS element (for citing)
Total Liability$125,821TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE BOARD HAS DIRECTED THESE FUNDS BE USED TO 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)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$57,012GrossReceiptsEvent1Amt
Gross Revenue Event1$57,012GrossRevenueEvent1Amt
Non Cash Prizes Event1$1,100NonCashPrizesEvent1Amt
Rent Facility Costs Event1$27,665RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$7,735OtherDirectExpensesEvent1Amt
Event2HOLIDAY CARDSEvent2Nm
Gross Receipts Event2$2,801GrossReceiptsEvent2Amt
Gross Revenue Event2$2,801GrossRevenueEvent2Amt
Other Direct Expenses Event2$248OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$4,445GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$4,445GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$395OthDirectExpnssOtherEventsAmt
Gross Receipts Total$64,258GrossReceiptsTotalAmt
Gross Revenue Total Events$64,258GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$1,100NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$27,665RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$8,378OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$37,143DirectExpenseSummaryEventsAmt
Net Income Summary$27,115NetIncomeSummaryAmt

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$74,009COST
TEXAS DENTAL ASSOCIATION
P$210,576COST