2020-06-10T13:22:20-05:00 2019-06-30 420714325 RSM US LLP 2021 L STREET NW 400 WASHINGTON DC 20036 990 2018-07-01 911993281 AMERICAN DENTAL EDUCATION ASSOCIATION AMER 2022897201 655 K STREET NW NO 800 WASHINGTON DC 200012399 KAREN P WEST DMD PRESIDENT AND CEO 2022897201 2020-06-10 1 ELIZABETH W HELLER P00397829 2022932200 173.79.17.121 2020-06-10 13:20:42 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 907A16943A5AE6BD468F5755AE9454C37C362E74 2018 2020-09-23 17:36:50Z KAREN P WEST DMD 655 K STREET NW NO 800 WASHINGTON DC 200012399 34233023 0 X WWW.ADEA.ORG X 1923 DC TO LEAD INDIVIDUALS AND INSTITUTIONS IN THE IMPROVEMENT OF ORAL HEALTH. 11 10 83 300 380279 0 843850 1003940 23816567 24086473 863765 683897 0 9295 25524182 25783605 1383583 426004 0 0 9424155 9727805 0 0 636905 15872303 16526986 26680041 26680795 -1155859 -897190 29022882 29488114 14264255 15363370 14758627 14124744 X TO LEAD AND SUPPORT THE HEALTH PROFESSIONS COMMUNITY IN PREPARING FUTURE-READY ORAL HEALTH PROFESSIONALS. 0 0 6419654 2185 19030015 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. 5934265 151311 2309135 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. 2390511 1000 2747323 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 2090493 32445 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. 1010018 239063 ADVOCACY & GOVERNMENT RELATIONS 3100511 271508 17844941 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 1 183 0 1 83 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 CHRIS CARR 2022897201 655 K STREET NW SUITE 800 WASHINGTON DC 20001 R LAMONT MACNEIL DDS MDENTSC CHAIR OF THE BOARD 2.00 0.00 X X 0 0 0 HENRY A GREMILLION DDS MAGD CHAIR-ELECT OF THE BOARD 2.00 0.00 X X 0 0 0 LEON ASSAEL DMD CMM 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 RYAN QUOCK DDS BOARD DIRECTOR FOR FACULTI 2.00 0.00 X 0 0 0 SUSAN M FERRANTE BOARD DIRECTOR FOR THE COR 2.00 0.00 X 0 0 0 RICHARD VALACHOVIC PRESIDENT AND CEO 35.00 1.00 X X 734958 0 41869 VIRGINIA BADER CHIEF OF STAFF 35.00 1.00 X 341321 0 29000 CHRISTOPHER CARR CHIEF FINANCIAL OFFICER 35.00 5.00 X 223762 0 41643 ANTHONY PALATTA CHIEF LEARNING OFFICER 35.00 0.00 X 224222 0 37460 B TIM LEETH CHIEF ADVOCACY OFFICER 35.00 0.00 X 179514 0 19376 DENICE STEWART CHIEF POLICY OFFICER 35.00 0.00 X 267889 0 32545 LISA BUSHEY CHIEF COMMUNICATIONS AND MARKETING OFFICER 35.00 0.00 X 212167 0 35640 LEO ROUSE SENIOR SCHOLAR IN RESIDENCE 35.00 1.00 X 187133 0 19562 CAROLYN BOOKER SENIOR VICE PRESIDENT, EDUCATIONAL PATHWAYS 35.00 0.00 X 177490 0 26795 JAMES DIMARINO SENIOR VICE PRESIDENT, CORPORATE RELATIONS 35.00 0.00 X 170179 0 22129 JEFFERY STEWART SENIOR VICE PRESIDENT, INTERPROFESSIONAL AND GLOBA 35.00 0.00 X 157428 0 21499 SONYA SMITH SENIOR VICE PRESIDENT, ACCESS, DIVERSITY AND INCLU 35.00 0.00 X 156153 0 8813 3032216 0 336331 29 0 1 0 LIAISON INTERNATIONAL INC 311 ARSENAL STREET WATERTOWN MA 22314 APPLICATION SVC DATABASE 5593740 MARRIOTT INTERNATIONAL TOTAL 1401 ELM STREET DALLAS TX 75202 EVENT SPACE/MEALS/SVC 598478 FREEMAN AUDIO VISUAL SOLUTIONS PO BOX 650519 DALLAS TX 75265 AUDIOVISUAL SERVICES 415248 MARRIOTT HOTEL SERV INC WRT GAYLORD 1965 HAWKS LANDING LOUISVILLE TN 37777 EVENT SPACE/MEALS/SVC 332648 ACADEMY FOR ACADEMIC LEADERSHIP INC TOT 3565 PIEDMONT RDNE BLDG ONE STE ATLANTA GA 30305 CONSULTING SVC 294071 22 1003940 1003940 APPLICATION FEES 900099 19030015 19030015 MEETINGS 900099 2309135 2309135 MEMBERSHIP DUES 900099 2179919 2179919 PUBLICATIONS 541800 567404 187125 380279 24086473 582917 582917 8550398 8449418 100980 100980 100980 MISCELLANEOUS 900099 9295 9295 9295 25783605 23706194 380279 693192 377504 377504 48500 48500 2458249 1421832 908617 127800 5945897 3439062 2197721 309114 473063 273616 174854 24593 344017 198977 127156 17884 506579 293001 187242 26336 175284 151979 23305 75445 14595 60850 69295 69295 1914121 923342 930846 59933 506478 477557 28725 196 1018750 680556 332162 6032 6320927 5869173 445402 6352 1751711 887727 863984 1088861 533344 521944 33573 2535772 2137557 375081 23134 681214 681214 129538 129538 RECRUITMENT AND RETENTI 204114 108892 93264 1958 MISCELLANEOUS 55476 7727 47749 26680795 17844941 8198949 636905 425 500 4974088 5187752 423550 340500 1182197 130899 2232644 2630637 5396194 3144894 2868291 2251300 17147539 16801196 194148 2145330 29022882 29488114 3089913 3867741 2238 2238 7753045 8195012 3419059 3298379 14264255 15363370 X 14310877 13686376 447750 438368 14758627 14124744 29022882 29488114 -897190 263307 0 X X 0 1 X 1 0 X 1241720 1045916 1060544 843850 1003940 5195970 22234021 23325689 24366465 23536497 23676606 117139278 23475741 24371605 25427009 24380347 24680546 122335248 0 0 0 122335248 312218 456944 412868 414935 582917 2179882 312218 456944 412868 414935 582917 2179882 75361 11727 9295 96383 23863320 24840276 25839877 24795282 25272758 124611513 0.98170 0.98400 0.01750 0.01530 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON - 2014 AMOUNT: $ 75,361. 2015 AMOUNT: $ 11,727. 2018 AMOUNT: $ 9,295. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 302325 302325 26382825 26685150 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 381159 351202 256567 302325 1291253 250000 250000 250000 250000 1000000 1500000 3600034 1432617 2167417 1796160 1712277 83883 2251300 SECURITY DEPOSITS 153223 OTHER ASSETS 25877 DUE FROM AFFILIATE 1966230 2145330 DEFERRED RENT 1614257 DEFERRED CONSTRUCTION ALLOWANCE 1384635 DEFERRED COMPENSATION 207987 DUE TO AFFILIATE 91500 3298379 1 EAST CAROLINA UNIVERSITY FINANCIAL SVC MS 203 3800 EST 10TH STREET GREENVILLE NC 278584353 566000403 501(C)(3) 25000 AWARD TO DR. PAUL LINDAUER FOR AAE SCHOLARSHIP. STATE UNIVERSITY OF IOWA 118 S CLINTON STREET IOWA CITY IA 52242 456004224 501(C)(3) 8500 COS AWARD UNIVERSITY OF PACIFIC 155 5TH STREET SAN FRANCISCO CA 94103 941156266 501(C)(3) 15000 E NEIDLE AWARD TO UNIV OF PACIFIC MEHARRY MEDICAL COLLEGE SCHOOL OF DENTISTRY 1005 DR DB TOOD JR BLVD NASHVILLE TN 37208 620488046 501(C)(3) 15000 DR. ANITA SKYES-SMITH STIPEND WILLIAM J GIES FOUNDATION 655 K STREET NW SUITE 800 WASHINGTON DC 20004 136143845 501(C)(3) 18000 GALA TABLE 5 0 ENID A. NEIDLE SCHOLAR-IN-RESIDENCE AWARD 1 15000 CREST PREDOCTORAL SCHOLARSHIP 1 5500 AWARD FOR SINKFORD SCHOLARSHIP 1 15000 STIPEND FOR 2019-20 JACK BRESCH STUDENT 1 7500 CREST PREDOCTORAL SCHOLARSHIP 1 5500 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 0 0 0 0 0 0 0 1 0 RICHARD VALACHOVIC PRESIDENT AND CEO 536200 0 173290 0 25468 0 27500 0 25234 0 787692 0 0 0 VIRGINIA BADER CHIEF OF STAFF 303731 0 37500 0 90 0 27500 0 2436 0 371257 0 0 0 CHRISTOPHER CARR CHIEF FINANCIAL OFFICER 218686 0 4818 0 258 0 23514 0 28025 0 275301 0 0 0 ANTHONY PALATTA CHIEF LEARNING OFFICER 202502 0 21462 0 258 0 23091 0 22080 0 269393 0 0 0 B TIM LEETH CHIEF ADVOCACY OFFICER 159808 0 18470 0 1236 0 18128 0 5016 0 202658 0 0 0 DENICE STEWART CHIEF POLICY OFFICER 244935 0 22558 0 396 0 26967 0 8521 0 303377 0 0 0 LISA BUSHEY CHIEF COMMUNICATIONS AND MARKETING O 195919 0 16000 0 248 0 5252 0 31152 0 248571 0 0 0 LEO ROUSE SENIOR SCHOLAR IN RESIDENCE 185647 0 250 0 1236 0 18890 0 1436 0 207459 0 0 0 CAROLYN BOOKER SENIOR VICE PRESIDENT, EDUCATIONAL P 172481 0 4613 0 396 0 18133 0 13661 0 209284 0 0 0 JAMES DIMARINO SENIOR VICE PRESIDENT, CORPORATE REL 153962 0 16100 0 117 0 0 0 22766 0 192945 0 0 0 JEFFERY STEWART SENIOR VICE PRESIDENT, INTERPROFESSI 152932 0 4100 0 396 0 15921 0 8521 0 181870 0 0 0 SONYA SMITH SENIOR VICE PRESIDENT, ACCESS, DIVER 151265 0 4750 0 138 0 1341 0 12684 0 170178 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 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. 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