AMERICAN DENTAL EDUCATION ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN DENTAL EDUCATION ASSOCIATION (EIN 91-1993281)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-26
- IRS object ID
- 201841169349300639
- Schema version
- 2016v3.0
- 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 A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-26T12:57:18-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tate and Tryon | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L Street NW Suite 400 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911993281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Dental Education Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2022897201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 K STREET NW No 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD W VALACHOVIC | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2022897201 | PhoneNum |
| Signature | 2018-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elizabeth Heller | PreparerPersonNm |
| PTIN | P00397829 | PTIN |
| Phone | 2022932200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.255.138.179 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-26 | IPDt |
| IP Tm | 12:57:16 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8B6C6DF7A8E3B84B5AE7D1943EC3750B5C691B8F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD W VALACHOVIC DM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 K STREET NW No 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,763,812 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADEA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1923 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO LEAD INDIVIDUALS AND INSTITUTIONS IN THE IMPROVEMENT OF ORAL HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 78 | TotalEmployeeCnt |
| Total Volunteers | 283 | TotalVolunteersCnt |
| Total Gross UBI | $288,650 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,045,916 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,060,544 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,625,471 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,655,115 | CYProgramServiceRevenueAmt |
| PY Investment Income | $498,649 | PYInvestmentIncomeAmt |
| CY Investment Income | $444,631 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,727 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $25,181,763 | PYTotalRevenueAmt |
| CY Total Revenue | $26,160,290 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $276,897 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $381,045 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,653,815 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,633,565 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $413,502 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,775,640 | PYOtherExpensesAmt |
| CY Other Expenses | $16,274,210 | CYOtherExpensesAmt |
| PY Total Expenses | $23,706,352 | PYTotalExpensesAmt |
| CY Total Expenses | $25,288,820 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,475,411 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $871,470 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,227,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,974,870 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $14,183,932 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,196,297 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,043,868 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,778,573 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE AMERICAN DENTAL EDUCATION ASSOCIATION (ADEA) LEADS INDIVIDUALS AND INSTITUTIONS OF THE DENTAL EDUCATION COMMUNITY TO ADDRESS CONTEMPORARY ISSUES INFLUENCING EDUCATION, RESEARCH, AND THE DELIVERy OF ORAL HEALTH CARE FOR THE IMPROVEMENT OF THE PUBLIC'S HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,938,049 | ExpenseAmt |
| Grant | $161 | GrantAmt |
| Revenue | $19,809,545 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,367,842 | ExpenseAmt |
| Grant | $163,456 | GrantAmt |
| Revenue | $2,085,353 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,835,095 | ExpenseAmt |
| Grant | $17,975 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $2,597,084 | $1,000 | $2,471,567 | COMMUNICATIONS AND MEMBERSHIP |
| $1,567,392 | $198,453 | advocacy and government relations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,164,476 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $199,453 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,471,567 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $21,305,462 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 68 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 78 | 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 | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | LocalChaptersInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS CARR | PersonNm |
| Phone | 2022897201 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 K STREET NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Leon Assael DMD CMM | |||||||||
| Chair of the Board | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| R Lamont MacNeil DDS MDS | |||||||||
| Chair-elect of the Board | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Cecile A Feldman DMD MBA | |||||||||
| Immediate Past Chair of th | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| heather j conrad dms ms | |||||||||
| Board Director for Hospita | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| keith a mays dds ms phd | |||||||||
| Board Director for Section | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kim T Isringhausen BSDH RDH M | |||||||||
| Board Director for Allied | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| henry a gremillion dds magd | |||||||||
| Board Director for Deans | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Timothy J Treat DDS | |||||||||
| Board Director for Student | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Ryan Quock DDS | |||||||||
| Board Director for Faculti | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Harold S Buddy Auten | |||||||||
| Board Director for the Cor | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard W Valachovic | |||||||||
| President and CEO | 35.00 | 1.00 | Yes (X) | $712,660 | $0 | $40,166 | |||
| John Heberlein | |||||||||
| CFO (thru 8/5/16) | 35.00 | 0.00 | Yes (X) | $149,672 | $0 | $12,301 | |||
| Christopher Carr | |||||||||
| CFO (beg 10/11/16) | 35.00 | 0.00 | Yes (X) | $45,639 | $0 | $2,482 | |||
| Anthony Palatta | |||||||||
| Chief Learning Officer | 35.00 | 0.00 | $224,927 | $0 | $36,787 | Yes (X) | |||
| Robert Moran | |||||||||
| EVP and COO (thru 6/30/16) | 35.00 | 5.00 | $289,245 | $41,321 | $27,901 | Yes (X) | |||
| Yvonne Knight | |||||||||
| Chief of government relations | 35.00 | 0.00 | $202,279 | $0 | $25,944 | Yes (X) | |||
| Virginia Bader | |||||||||
| Chief of Staff | 35.00 | 5.00 | $239,658 | $34,237 | $28,061 | Yes (X) | |||
| Ellen Barclay | |||||||||
| sr. vice president | 35.00 | 5.00 | $170,442 | $24,349 | $27,478 | Yes (X) | |||
| Diane Hoelscher | |||||||||
| sr. vice president | 35.00 | 0.00 | $196,973 | $0 | $9,394 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,231,495 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $99,907 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $210,514 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| Liaison International | |||||
| 311 Arsenal Street | watertown | MA | 02472 | Data/Developmental Processing | $5,518,530 |
| Raffa | |||||
| 1899 L Street NW Ste 900 | washington | DC | 20036 | Accounting/Human Resources/Consulting | $675,309 |
| Academy for Academic Leadership | |||||
| 3565 Piedmond Rd NE Building On | atlanta | GA | 30305 | consulting | $371,967 |
| Freeman Audio Visual Solutions | |||||
| PO Box 650519 | dallas | TX | 75265 | Audiovisual Services | $365,784 |
| Hyatt Regency Denver at Colorado Convent | |||||
| 650 15th st | denver | CO | 80202 | Hotel Services | $339,778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,060,544 | AllOtherContributionsAmt |
| Total Contributions | $1,060,544 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| application fees | 900099 | $19,809,545 | $19,809,545 | |
| membership dues | 900099 | $2,163,641 | $2,163,641 | |
| meetings | 900099 | $2,085,353 | $2,085,353 | |
| publications | 541800 | $596,576 | $307,926 | $288,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,655,115 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $412,868 | TotalRevenueColumnAmt |
| Exclusion | $412,868 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,635,285 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,603,522 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,763 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,763 | TotalRevenueColumnAmt |
| Exclusion | $31,763 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,160,290 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,366,465 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $288,650 | UnrelatedBusinessRevenueAmt |
| Exclusion | $444,631 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,795 | TotalAmt |
| Program Services | $263,795 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,000 | TotalAmt |
| Program Services | $113,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,250 | TotalAmt |
| Program Services | $4,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231,128 | TotalAmt |
| Program Services | $872,629 | ProgramServicesAmt |
| Management And General | $347,571 | ManagementAndGeneralAmt |
| Fundraising | $10,928 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,073,469 | TotalAmt |
| Program Services | $4,268,070 | ProgramServicesAmt |
| Management And General | $1,750,923 | ManagementAndGeneralAmt |
| Fundraising | $54,476 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,641 | TotalAmt |
| Program Services | $359,513 | ProgramServicesAmt |
| Management And General | $93,583 | ManagementAndGeneralAmt |
| Fundraising | $3,545 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,603 | TotalAmt |
| Program Services | $306,923 | ProgramServicesAmt |
| Management And General | $88,545 | ManagementAndGeneralAmt |
| Fundraising | $3,135 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,724 | TotalAmt |
| Program Services | $350,182 | ProgramServicesAmt |
| Management And General | $119,699 | ManagementAndGeneralAmt |
| Fundraising | $3,843 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,931 | TotalAmt |
| Program Services | $87,634 | ProgramServicesAmt |
| Management And General | $36,297 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,350 | TotalAmt |
| Management And General | $41,350 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,907 | TotalAmt |
| Management And General | $74,907 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,008,067 | TotalAmt |
| Program Services | $675,434 | ProgramServicesAmt |
| Management And General | $1,050,411 | ManagementAndGeneralAmt |
| Fundraising | $282,222 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,802 | TotalAmt |
| Program Services | $1,713 | ProgramServicesAmt |
| Management And General | $3,089 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $946,468 | TotalAmt |
| Program Services | $697,149 | ProgramServicesAmt |
| Management And General | $249,289 | ManagementAndGeneralAmt |
| Fundraising | $30 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,211,229 | TotalAmt |
| Program Services | $5,768,698 | ProgramServicesAmt |
| Management And General | $442,531 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,626,408 | TotalAmt |
| Program Services | $3,244 | ProgramServicesAmt |
| Management And General | $1,623,164 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,422 | TotalAmt |
| Program Services | $512,336 | ProgramServicesAmt |
| Management And General | $373,805 | ManagementAndGeneralAmt |
| Fundraising | $4,281 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,442,753 | TotalAmt |
| Program Services | $2,275,788 | ProgramServicesAmt |
| Management And General | $164,322 | ManagementAndGeneralAmt |
| Fundraising | $2,643 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,794 | TotalAmt |
| Program Services | $130,511 | ProgramServicesAmt |
| Management And General | $526,283 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,961 | TotalAmt |
| Program Services | $41,979 | ProgramServicesAmt |
| Management And General | $76,982 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Temporary help | $282,086 | $250,816 | $31,270 |
| Dues and subscriptions | $184,942 | $96,550 | $88,392 |
| Honoraria | $154,113 | $151,833 | $2,280 |
| Recruitment and retenti | $31,976 | $899 | $31,077 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,001 | TotalAmt |
| Program Services | $4,072,516 | ProgramServicesAmt |
| Management And General | -$3,645,914 | ManagementAndGeneralAmt |
| Fundraising | $48,399 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,288,820 | TotalAmt |
| Program Services | $21,305,462 | ProgramServicesAmt |
| Management And General | $3,569,856 | ManagementAndGeneralAmt |
| Fundraising | $413,502 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,272 | BOYAmt |
| EOY | $1,272 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,545,395 | BOYAmt |
| EOY | $4,068,516 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,779 | BOYAmt |
| EOY | $373,350 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,141 | BOYAmt |
| EOY | $1,136,643 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,286,782 | BOYAmt |
| EOY | $2,177,232 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,159,559 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,782,817 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,005,661 | BOYAmt |
| EOY | $3,376,742 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,151,136 | BOYAmt |
| EOY | $18,634,812 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,634 | BOYAmt |
| EOY | $206,303 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,227,800 | BOYAmt |
| EOY | $29,974,870 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,707,851 | BOYAmt |
| EOY | $3,127,791 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,073 | BOYAmt |
| EOY | $91,238 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,034,498 | BOYAmt |
| EOY | $7,408,582 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,388,510 | BOYAmt |
| EOY | $3,568,686 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,183,932 | BOYAmt |
| EOY | $14,196,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,355,552 | BOYAmt |
| EOY | $15,114,222 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,316 | BOYAmt |
| EOY | $664,351 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,043,868 | BOYAmt |
| EOY | $15,778,573 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,227,800 | BOYAmt |
| EOY | $29,974,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $871,470 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $863,235 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,700,529 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,227,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,241,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,045,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,060,544 | CurrentTaxYearAmt |
| Total | $6,275,713 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,193,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,198,869 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,234,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,325,689 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,366,465 | CurrentTaxYearAmt |
| Total | $111,318,054 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,893,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,425,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,475,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,371,605 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,427,009 | CurrentTaxYearAmt |
| Total | $117,593,767 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $117,593,767 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $265,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $264,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $312,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $456,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $412,868 | CurrentTaxYearAmt |
| Total | $1,712,366 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $265,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $264,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $312,218 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $456,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $412,868 | CurrentTaxYearAmt |
| Total | $1,712,366 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $75,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,727 | CurrentTaxYearMinus1YearAmt |
| Total | $99,433 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,168,867 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,693,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,863,320 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,840,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,839,877 | CurrentTaxYearAmt |
| Total | $119,405,566 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98480 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98560 | PublicSupportPY509Pct |
| Investment Income CY | 0.01430 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01340 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON - 2012 Amount: $ 9,835. 2013 Amount: $ 2,510. 2014 Amount: $ 75,361. 2015 Amount: $ 11,727. | ExplanationTxt |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $351,202 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $351,202 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,459,659 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $24,810,861 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $195,962 | CurrentYearMinus3Amt |
| Current Year Minus2 | $352,791 | CurrentYearMinus2Amt |
| Current Year Minus1 | $381,159 | CurrentYearMinus1Amt |
| Current Year | $351,202 | CurrentYearAmt |
| Total | $1,281,114 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $9,049 | CurrentYearMinus3Amt |
| Current Year Minus2 | $32 | CurrentYearMinus2Amt |
| Total | $9,081 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,600,034 | OtherCostOrOtherBasisAmt |
| Depreciation | $666,415 | DepreciationAmt |
| Book Value | $2,933,619 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,559,525 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,116,402 | DepreciationAmt |
| Book Value | $443,123 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,376,742 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| deferred rent | $1,602,804 |
| deferred construction allowance | $1,810,677 |
| deferred compensation | $155,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,568,686 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| University of Connecticut Health Center | |||||||
| 263 Farmington Ave | Farmington | CT | 06030 | 060772160 | 501(C)(3) | $75,000 | Grant for Project " Advancing D |
| National Academy of Sciences | |||||||
| 2101 Constitution Ave NW | Washington | DC | 20418 | 530196932 | 501(C)(3) | $50,000 | Support of Global Forum on Innovation in Health Professional Educ |
| Tufts University | |||||||
| One Kneeland Street 11 th Floor | Boston | MA | 02111 | 042103634 | 501(C)(3) | $25,000 | Subsidy for school of dentistry for incoming board chair |
| William J Gies Foundation | |||||||
| 655 K Street NW Suite 800 | Washington | DC | 20001 | 136143845 | 501(C)(3) | $18,000 | gies gala contribution |
| University of MO-KS City of School Dentistry | |||||||
| 650 E 25th St | Kansas City | MO | 64108 | 436003859 | 501(C)(3) | $18,000 | ADEA Leadership Institute; ADEA CCI Liaison Summer Meeting |
| University of Washington | |||||||
| Dr Natasha F Box 357448 | Seattle | WA | 98195 | 916001537 | 501(C)(3) | $25,000 | AAOE Scholar |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ICB William Gies Fellowship--Education Programs | 1 | $15,000 |
| AGR ADEA Sunstar Americas Inc Harry W Bruce Jr Legislativ | 2 | $22,500 |
| PD Fellowship Support (6)--Leadership Awards Fellowships | 1 | $15,000 |
| MCET Poster Presentations--Annual Session | 5 | $18,000 |
| DPDM Johnson & Johnson Healthcare Products Preventive Dentis | 11 | $27,500 |
| OPC ADEA Colgate-Palmolive Co Dominick P DePaola Scholar i | 1 | $15,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard W Valachovic | ||||||||||||||
| President and CEO | $559,660 | $0 | $153,000 | $0 | $0 | $0 | $26,500 | $0 | $18,776 | $0 | $757,936 | $0 | $0 | $0 |
| John Heberlein | ||||||||||||||
| CFO (thru 8/5/16) | $148,672 | $0 | $1,000 | $0 | $0 | $0 | $0 | $0 | $12,802 | $0 | $162,474 | $0 | $0 | $0 |
| Anthony Palatta | ||||||||||||||
| Chief Learning Officer | $206,427 | $0 | $18,500 | $0 | $0 | $0 | $23,121 | $0 | $14,422 | $0 | $262,470 | $0 | $0 | $0 |
| Robert Moran | ||||||||||||||
| EVP and COO (thru 6/30/16) | $154,495 | $22,071 | $52,500 | $7,500 | $82,250 | $11,750 | $19,780 | $2,826 | $4,962 | $709 | $313,987 | $44,856 | $0 | $0 |
| Yvonne Knight | ||||||||||||||
| Chief of government relations | $183,779 | $0 | $18,500 | $0 | $0 | $0 | $20,396 | $0 | $6,304 | $0 | $228,979 | $0 | $0 | $0 |
| Virginia Bader | ||||||||||||||
| Chief of Staff | $216,908 | $30,987 | $22,750 | $3,250 | $0 | $0 | $23,188 | $3,313 | $2,027 | $290 | $264,873 | $37,840 | $0 | $0 |
| Ellen Barclay | ||||||||||||||
| sr. vice president | $169,567 | $24,224 | $875 | $125 | $0 | $0 | $17,595 | $2,514 | $7,110 | $1,016 | $195,147 | $27,879 | $0 | $0 |
| Diane Hoelscher | ||||||||||||||
| sr. vice president | $179,473 | $0 | $17,500 | $0 | $0 | $0 | $7,834 | $0 | $2,316 | $0 | $207,123 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1b | richard w. valachovic, dmd, president and ceo, receives gross up payments for his year-end bonus. |
| Part I, Line 4a | RObert Moran received a severance payment of $94,000. |
| Part I, Line 7 | DURING THE YEAR, THE ASSOCIATION PAID BONUSES AS DETERMINED BY THE BOARD OF DIRECTORS BASED ON PRODUCTIVITY FACTORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | THE HOUSE OF DELEGATES HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS. |
| 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, WITH OCTOBER 2015 BEING THE LAST TIME THIS STUDY WAS CONDUCTED. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM J GIES FOUNDATION FOR THE ADVANCEMENT OF THE ADEA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 K STREET NW SUITE 800 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | DENTAL EDUCATION, LEADERSHIP AND RECOGNITION | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN DENTAL EDUCATION ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE WILLIAM J GIES FOUNDATION | ||
| L | $759,831 | cOST |
| THE WILLIAM J GIES FOUNDATION | ||
| O | $296,784 | COST |
| THE WILLIAM J GIES FOUNDATION | ||
| P | $464,884 | cOST |