2018-04-17T00:00:00-05:00 2017-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2017-01-01 366143003 AMERICAN ASSOCIATION OF ENDODONTISTS FOUNDATION AMER 3122667255 211 EAST CHICAGO AVENUE NO 1100 CHICAGO IL 60611 SUBRINA L WOOD EXECUTIVE DIRECTOR 3122669819 2018-04-18 1 SUBRINA L WOOD P00365899 2023319880 2017 2022-09-23 18:48:47Z KENNETH WIDELKA 211 EAST CHICAGO AVENUE NO 1100 CHICAGO IL 60611 3698573 0 X WWW.AAE.ORG/FOUNDATION X 1966 IL TO SUPPORT ENDODONTICS THROUGH RESEARCH, EDUCATION, PUBLIC AWARENESS AND ACCESS TO CARE. 20 16 0 60 0 0 941242 1318249 0 0 1096702 1044493 15355 -2515 2053299 2360227 1221220 1031119 0 0 12990 23105 0 0 284850 731005 772520 1965215 1826744 88084 533483 30124244 34337957 340714 140113 29783530 34197844 THE MISSION OF THE FOUNDATION FOR ENDODONTICS IS TO SUPPORT ENDODONTICS BY PROVIDING RESOURCES AND FUNDING FOR RESEARCH, EDUCATION, PUBLIC AWARNESS AND ACCESS TO CARE. 0 0 1195466 1022324 RESEARCH GRANTS AND FELLOWSHIPS TO SUPPORT CLINICAL RESEARCH AND THE GENESIS OF NEW KNOWLEDGE IN ENDODONTICS AND TO ENHANCE EDUCATIONAL PROGRAMS. 20006 8795 REACH PROGRAM - THE FOUNDATION SENT A TEAM OF RESIDENTS ALONG WITH AN ENDODONTIST AND SUPPLIES TO JAMAICA TO PERFORM ENDODONTICS PROCEDURES FOR NEEDY INDIVIDUALS. 1215472 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 54 0 1 0 0 0 0 0 0 0 0 0 0 0 X 20 16 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X REBECCA PERRY 8008723636 211 EAST CHICAGO AVENUE SUITE 1100 CHICAGO IL 606112691 PETER A MORGAN PRESIDENT 5.00 1.00 X X 2512 1421 0 TOM KENNEDY TREASURER (OUTGOING) 1.00 X X 0 0 0 MARY T PETTIETTE PRESIDENT-ELECT 1.00 X X 1487 0 0 MARGOT KUSIENSKI SECRETARY (OUTGOING) 1.00 X X 1443 0 0 SATISH B ALAPATI BOARD MEMBER 1.00 X 873 0 0 MARY CONDITT BOARD MEMBER 1.00 X 0 0 0 CRAIG HIRSCHBERG BOARD MEMBER 1.00 X 0 1481 0 MO K KANG BOARD MEMBER 1.00 X 768 2000 0 KIM LIVESAY BOARD MEMBER 1.00 X 0 0 0 MELISSA MARCHESAN BOARD MEMBER 1.00 X 950 0 0 JOHN M NUSSTEIN BOARD MEMBER 1.00 X 0 0 0 DANIELLA S PEINADO BOARD MEMBER 1.00 X 0 0 0 FIZA SINGH SECRETARY (INCOMING) 1.00 X X 7113 0 0 PATRICIA TORDIK BOARD MEMBER 1.00 X 646 0 0 SUSAN L WOOD BOARD MEMBER 1.00 X 773 0 0 PATRICK TAYLOR AAE OFFICER SERVING AS TRU 1.00 7.00 X 642 32272 0 LINDA LEVIN AAE OFFICER SERVING AS TRU 1.00 10.00 X 642 53093 0 GARRY L MYERS AAE OFFICER SERVING AS TRU 1.00 8.00 X 1015 41578 0 KEITH V KRELL AAE OFFICER SERVING AS TRU 1.00 7.00 X 0 3058 0 KEN WIDELKA EXECUTIVE DIRECTOR 2.00 38.00 X X 0 328964 34705 KIRK A COURY TREASURER (INCOMING) 1.00 X X 642 0 0 MARK LARAMORE BOARD MEMBER 1.00 X 773 0 0 CHERYL ULLMAN BOARD MEMBER 1.00 X 773 0 0 TERRYL PROPPER AAE OFFICER SERVING AS TRU 1.00 7.00 X 2052 16575 0 REBECCA PERRY CHIEF FINANCIAL OFFICER 4.00 31.00 X 0 175635 22660 ALYSON HALL FOUNDATION DIRECTOR 28.00 7.00 X 0 102251 15835 23104 758328 73200 0 0 1 0 0 1318249 50344 1318249 1037563 1037563 1295761 1288831 6930 6930 6930 47000 49515 -2515 -2515 2360227 0 0 1041978 324821 324821 686292 686292 20006 20006 23105 23105 53127 53127 94463 22487 25564 46412 89 89 52352 8885 25229 18238 93177 16207 55176 21794 41121 5545 11185 24391 9442 9442 6114 6114 COST SHARING REIMBURSEM 418592 120983 123594 174015 RECOGNITION AWARDS 3398 3398 PROFESSIONAL DEVELOPMEN 645 645 1826744 1215472 326422 284850 141145 139157 562132 213291 1651739 2235014 3280 3654 100812 65440 4100 35372 27761848 31701070 0 10399 30124244 34337957 10868 37503 187114 102610 2750 139982 0 340714 140113 X 28131791 31871625 1651739 2326219 29783530 34197844 30124244 34337957 X 533483 3831316 49515 X X 0 1 X 1 0 X X 1 AMERICAN ASSN OF ENDODONTISTS 236191090 10 0 131811 0 1 131811 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1: THE FOUNDATION'S ARTICLES OF INCORPORATION DO NOT SPECIFICALLY MENTION THE AMERICAN ASSOCIATION OF ENDODONTISTS (AAE) AS BEING A SUPPORTED ORGANIZATION. HOWEVER, AAE AND THE FOUNDATION HAVE A HISTORIC AND CONTINUING RELATIONSHIP. FURTHERMORE, AAE QUALIFIED AS A 509(A)(2) ORGANIZATION AND THERE HAS DEVELOPED A SUBSTANTIAL IDENTITY OF INTEREST BETWEEN AAE AND THE FOUNDATION. PART IV, SECTION A, LINE 2: THE FOUNDATION'S SUPPORTED ORGANIZATION, AMERICAN ASSOCIATION OF ENDODONTISTS (AAE), IS SUPPORTED BY MEMBERSHIP DUES AND FUNDS RESULTING FROM THE PERFORMANCE OF ITS EXEMPT ACTIVITIES. THE SUPPORT CONSTITUTES MORE THAN ONE-THIRD OF AAE'S SUPPORT AND AAE DOES NOT NORMALLY RECEIVE MORE THAN ONE-THIRD OF ITS SUPPORT FROM ITEMS DESCRIBED IN SECTION 509(A)(2)(B). SINCE MORE THAN ONE-THIRD OF AAE'S SUPPORT IS DERIVED FROM MEMBERSHIP DUES AND FUNDS RESULTING FROM THE PERFORMANCE OF EXEMPT PURPOSES AND NOT MORE THAN ONE-THIRD OF ITS SUPPORT IS FROM ITEMS DESCRIBED IN SECTION 509(A)(2)(B), AAE QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION DESCRIBED IN SECTION 509(A)(2) IF IT WERE DESCRIBED IN SECTION 501(C)(3) RATHER THAN SECTION 501(C)(6). PART IV, SECTION A, LINE 3B: THE DETERMINATION WAS MADE IN THE CURRENT YEAR BASED ON A REVIEW OF THE SUPPORTED ORGANIZATION'S MOST RECENTLY FILED FEDERAL FORM 990S. PART IV, SECTION A, LINE 3C: THE FOUNDATION'S ARTICLES REQUIRE IT TO CARRY ON ACTIVITIES DESCRIBED IN THE INTERNAL REVENUE CODE SECTION 170(C)(2)(B). THE FOUNDATION HAS OVERSIGHT IN PLACE THAT ENSURES THAT ALL SUPPORT PROVIDED TO THE SUPPORTED ORGANIZATION IS FOR PURPOSES DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(C)(2)(B). PART IV, SECTION C, LINE 1: THE MAJORITY OF THE BOARD OF TRUSTEES OF THE FOUNDATION IS ELECTED BY THE GENERAL ASSEMBLY OF AMERICAN ASSOCIATION OF ENDODONTISTS (AAE). IN ADDITION TO THE BOARD MEMBERS ELECTED BY THE AAE GENERAL ASSEMBLY, FOUR OF THE FOUNDATION'S BOARD OFFICERS ARE REQUIRED TO BE THE FOUR OFFICERS OF AAE, AS DEFINED IN AAE'S BYLAWS. THE EXECUTIVE DIRECTOR OF AAE IS ALSO AND EX OFFICIO MEMBER OF THE FOUNDTION'S BOARD WITH A VOTE. BASED ON THESE FACTS, CONTROL AND MANAGEMENT OF THE FOUNDATION IS VESTED IN THE SAME PERSONS THAT CONTROL AND MANAGE AAE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100812 65440 35372 35372 6241058 3831316 49515 3880831 2360227 0 2360227 1826744 0 1826744 0 1826744 PART XI, LINE 2D - OTHER ADJUSTMENTS: FAIR VALUE OF DONATED RAFFLE ITEMS NETTED AGAINST RELATED REVENUE 49,515. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 6000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES PERFORMING ENDODONTICS PROCEDURES FOR NEEDY INDIVIDUALS 8795 0 0 0 0 0 0 14795 0 14795 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES FALL 2016 RESEARCH GRANT 6000 CHECK 1 0 0 0 0 0 0 0 PART I, LINE 2: THE RECIPIENT OF THE GRANTS IN CANADA WAS THE UNIVERSITY, WHICH HAS STRINGENT REQUIREMENTS FOR RESEARCH FUNDING. AAEF'S REQUIREMENTS REQUIRE A RESEARCH PLAN IN THE APPLICATION, ANNUAL PROGRESS REPORTS IF THE PROJECT TIMELINE IS GREATER THAN ONE YEAR, FINAL REPORT UPON PROJECT COMPLETION, AND COMPLIANCE WITH RESEARCH REQUIREMENTS OF FUNDING ORGANIZATION (THE UNIVERSITY). PART I, LINE 3: METHOD USED TO ACCOUNT FOR EXPENDITURES ON THE ORGANIZATION'S FINANCIAL STATEMENTS: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA. 47000 5000 44515 1 1.00000 47000 5000 44515 49515 -2515 IL 1 0 0 0 1.00000 REBECCA PERRY 211 EAST CHICAGO AVENUE SUITE 1100 CHICAGO IL 606112691 0 REBECCA PERRY 0 RECORDKEEPING; RECEIPT AND DEPOSIT OF RAFFLE PROCEEDS. X 0 47000 1 UNIVERSITY OF NORTH CAROLINA CHAPEL HILL 5501-G KOURY ORAL HEALTH BUILDING CB7455 385 S COLOMBIA ST CHAPEL HILL NC 275997455 566001393 501(C)(3) 100000 ENDOWED FACULTY MATCHING GRANT UNIVERSITY OF WASHINGTON 1959 NE PACIFIC STREET SEATTLE WA 98195 916001537 501(C)(3) 57000 SPRING 2017 RESEARCH GRANT UNIV OF TX HEALTH SCIENCE CTR 7703 FLOYD CURL DR MSC 7828 SAN ANTONIO TX 782293900 741586031 501(C)(3) 31749 FALL 2016 RESEARCH GRANT UC REGENTS BOX 957089 1125 MURPHY HALL LOS ANGELES CA 900957089 943067788 501(C)(3) 29850 SPRING 2017 RESEARCH GRANT AMERICAN DENTAL EDUCATION ASSO 655 K STREET NW SUITE 800 WASHINGTON DC 20001 911993281 501(C)(6) 25000 2017 SCHOLARSHIPS & AWARDS NEW YORK UNIVERSITY 345 E 24TH ST RM 1032-W NEW YORK NY 10010 135562308 501(C)(3) 17182 SPRING 2017 RESEARCH GRANT NEW YORK UNIVERSITY 345 E 24TH ST RM 1032-W NEW YORK NY 10010 135562308 501(C)(3) 5000 RESIDENT RESEARCH GRANT TEMPLE UNIVERSITY 3223 N BROAD ST PHILADELPHIA PA 191405007 231365971 501(C)(3) 15040 SPRING 2017 RESEARCH GRANT TEMPLE UNIVERSITY 3223 N BROAD ST PHILADELPHIA PA 191405007 231365971 501(C)(3) 2500 RESIDENT RESEARCH GRANT TEMPLE UNIVERSITY 3223 N BROAD ST PHILADELPHIA PA 191405007 231365971 501(C)(3) 2000 PROGRAM PLEDGED RESIDENTS BOSTON UNIVERSITY BOSTON UNIVERSITY BOSTON MA 021182308 042103547 501(C)(3) 10000 RESIDENT RESEARCH GRANT BOSTON UNIVERSITY BOSTON UNIVERSITY BOSTON MA 021182308 042103547 501(C)(3) 2000 PROGRAM PLEDGED RESIDENTS THE REGENTS OF THE UNIVERSITY 5000 WOLVERINE TOWER 3003 S STATE ST ANN ARBOR MI 481091287 386006309 501(C)(3) 10000 FALL 2016 RESEARCH GRANT LOMA LINDA UNVIERSITY 24887 TAYLOR STREET LOMA LINDA CA 92350 951365971 501(C)(3) 9500 SPRING 2017 RESEARCH GRANT UNIVERSITY OF PENNSYLVANIA UNIVERSITY OF PENNSYLVANIA PHILADELPHIA PA 191043547 231352685 501(C)(3) 8000 RESIDENT RESEARCH GRANT 11 1 EDUCATOR 10TH ANNIVERSARY AWARD 5 53008 ENDODONTICS EDUCATOR FELLOWSHIP AWARD 4 205905 PART I, LINE 2: PERIODIC REPORTS ARE RECEIVED FROM ORGANIZATIONS AND INDIVIDUALS RECEIVING GRANTS AND REVIEWED BY MANAGEMENT. X X X X 0 0 0 0 0 0 0 0 0 KEN WIDELKA EXECUTIVE DIRECTOR 0 304697 0 20000 0 4267 0 0 0 34705 0 363669 0 0 REBECCA PERRY CHIEF FINANCIAL OFFICER 0 168720 0 5625 0 1290 0 0 0 22660 0 198295 0 0 X 2 10344 FAIR MARKET VALUE X SUPPLIES FOR MEDICAL OUTREACH IN JAMAICA 1 40000 CONTRIBUTION AGREEME 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ELECT OTHER BOARD MEMBERS, ALSO, AMERICAN ASSOCIATION OF ENDODONTISTS' GENERAL ASSEMBLY ELECTS CERTAIN MEMBERS OF THE FOUNDATION'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS SHARED WITH THE BOARD OF TRUSTEES AND REVIEWED BY THE FOUNDATION'S STAFF PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. IN ADDITION, AT THE BEGINNING OF EACH BOARD MEETING, ALL INDIVIDUALS ARE REQUESTED TO PROVIDE UPDATES TO THEIR DISCLOSURES, SO THAT ANY POTENTIAL CONFLICTS ARE IDENTIFIED AND DEALT WITH APPROPRIATELY AT EACH MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE AMERICAN ASSOCIATION OF ENDODONTISTS, A RELATED ORGANIZATION, BASED UPON A WRITTEN CONTRACT WHICH IS REVIEWED AND APPROVED BY THAT ORGANIZATION'S BOARD OF DIRECTORS. COMPENSATION FOR OTHER KEY EMPLOYEES IS BASED ON MARKET COMPARABILITY FOR SIMILAR JOBS THROUGH THE HUMAN RESOURCES DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. A SUMMARY OF THE FINANCIAL STATEMENTS IS INCLUDED IN THE ANNUAL REPORT. FORM 990, PART XI, LINE 9: DONATED RAFFLE ITEMS NETTED AGAINST RELATED REVENUE AT FV 49,515. FORM 990, PART XII, LINE 2C: THE FOUNDATION'S BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. AMERICAN ASSOCIATION OF ENDODONTISTS 211 EAST CHICAGO AVENUE SUITE 1100 CHICAGO IL 60611 216191090 TRADE ASSOCIATION FOR ENDODONTISTS IL 510(C)(6) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AMERICAN ASSOCIATION OF ENDODONTISTS N 120029 ACTUAL COSTS INCURRED AMERICAN ASSOCIATION OF ENDODONTISTS B 131811 ACTUAL AMOUNTS AWARDED AMERICAN ASSOCIATION OF ENDODONTISTS O 298561 ACTUAL COSTS INCURRED