2017-05-01T09:57:54-05:00 2016-06-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2015-07-01 911993281 AMERICAN DENTAL EDUCATION ASSOCIATION AMER 2022897201 655 K STREET NW NO 800 WASHINGTON DC 20001 CHRISTOPHER CARR CHIEF FINANCIAL OFFICER 2022897201 2017-05-01 1 ELIZABETH HELLER P00397829 2022932200 2015 2017-02-10 21:41:12Z RICHARD M VALACHOVIC DM 655 K STREET NW NO 800 WASHINGTON DC 20001 30921058 0 X WWW.ADEA.ORG X 1923 DC TO LEAD INDIVIDUALS AND INSTITUTIONS IN THE IMPROVEMENT OF ORAL HEALTH. 11 10 74 400 299782 -212081 1241720 1045916 22589536 23625471 300765 498649 75361 11727 24207382 25181763 1365364 276897 0 0 8119841 8653815 0 0 380239 15449241 14775640 24934446 23706352 -727064 1475411 25889850 28227800 13128494 14183932 12761356 14043868 X 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. 0 0 7832073 17000 18938786 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. 5196878 134221 1903688 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. 5603821 83005 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. 2256646 42671 2483215 COMMUNICATIONS AND MEMBERSHIP 2256646 42671 2483215 20889418 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 62 0 1 74 1 1 1 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 CECILE A FELDMAN DMD MBA CHAIR OF THE BOARD 2.00 0.00 X X 0 0 0 LEON ASSAEL DMD CMM CHAIR-ELECT OF THE BOARD 2.00 0.00 X X 0 0 0 HUW F THOMAS BDS MS PHD IMMEDIATE PAST CHAIR OF THE BOARD 2.00 0.00 X X 0 0 0 DAVID M SHAFER DMD BOARD DIRECTOR FOR HOSPITALS AND ADVANCED EDUCATIO 2.00 0.00 X X 0 0 0 JOAN E KOWOLIK BDS LDS RCS EDI BOARD DIRECTOR FOR SECTIONS 2.00 0.00 X X 0 0 0 KIM T ISRINGHAUSEN BSDH RDH M BOARD DIRECTOR FOR ALLIED DENTAL PROGRAM DIRECTORS 2.00 0.00 X X 0 0 0 R LAMONT MACNEIL DDS MDS BOARD DIRECTOR FOR DEANS 2.00 0.00 X X 0 0 0 TIMOTHY J TREAT DDS BOARD DIRECTOR FOR STUDENTS, RESIDENTS AND FELLOWS 2.00 0.00 X X 0 0 0 RYAN QUOCK DDS BOARD DIRECTOR FOR FACULTIES 2.00 0.00 X X 0 0 0 HAROLD S BUDDY AUTEN BOARD DIRECTOR FOR THE CORPORATE COUNCIL 2.00 0.00 X X 0 0 0 RICHARD VALACHOVIC PRESIDENT AND CEO 35.00 1.00 X X 683014 0 37949 ROBERT MORAN EXECUTIVE VP AND COO 35.00 5.00 X 324045 34903 32398 ELLEN BARCLAY SENIOR VP, PROFESSIONAL DE 35.00 5.00 X 170591 1486 23990 EUGENE ANDERSON CHIEF POLICY OFFICER & MAN 35.00 0.00 X 225174 0 36438 RUSSELL CAPPS SENIOR VP, FO 35.00 0.00 X 182273 0 17902 CAROLYN BOOKER SENIOR VP, EDUCATIONAL PAT 35.00 0.00 X 162509 0 22851 RONALD RUPP SENIOR VP, EXT RELATIONS & 35.00 5.00 X 161924 41033 32360 BRYAN COOK SENIOR VP, ERA 35.00 0.00 X 157695 0 32346 YVONNE KNIGHT SVP ADVOCACY & GOVT RELATI 35.00 0.00 X 161194 0 20766 VIRGINIA BADER SVP COMMUNICATION & MEMBERSHIP 35.00 5.00 X 198937 12291 3378 JEANNE SINKFORD SENIOR SCHOLAR IN RESIDENCE 35.00 0.00 X 149519 0 0 2576875 89713 260378 23 0 1 0 LIAISON INTERNATIONAL 311 ARSENAL STREET WATERTOWN MA 02472 DATA/DEVELOPMENTAL PROCESSING 5043649 RAFFA 1899 L STREET NW STE 900 WASHINGTON DC 20036 ACCOUNTING/HUMAN RESOURCES/CONSULTING 707086 RAND CONSTRUCTION CORPORATION 515 M STREET SE SUITE 102 WASHINGTON DC 20003 LEASEHOLD IMPROVEMENTS 512032 SHERTON BOSTON HOTEL 39 DALTON ST BOSTON MA 02199 HOTEL SERVICES 432213 FREEMAN AUDIO VISUAL SOLUTIONS PO BOX 650519 DALLAS TX 75265 AUDIOVISUAL SERVICES 314576 22 1045916 1045916 APPLICATION FEES 900099 18938786 18938786 MEMBERSHIP DUES 900099 2231439 2231439 MEETINGS 900099 1903688 1903688 PUBLICATIONS 541800 551558 251776 299782 23625471 456944 456944 5781000 5739295 41705 41705 41705 MISCELLANEOUS REVENUE 900099 11727 11727 11727 25181763 23325689 299782 510376 84072 84072 152825 152825 40000 40000 1113857 818217 279153 16487 6183627 4510872 1584095 88660 416035 337991 65536 12508 481641 384470 97171 458655 367710 85553 5392 124634 39942 84692 24800 24800 69888 69888 2151699 755561 1210738 185400 111726 110541 1185 854094 717296 136312 486 5781506 5625255 156251 1089031 2916 1086115 824325 585813 231586 6926 2355425 2261890 92753 782 390844 107178 283666 72561 3227 69334 TEMPORARY HELP 278074 239310 38764 DUES AND SUBSCRIPTIONS 147568 82211 65357 HONORARIA 131417 131417 RECRUITMENT AND RETENTI 63900 61453 2447 304148 3469251 -3228701 63598 23706352 20889418 2436695 380239 1272 1272 4654590 3545395 607090 496779 170812 489141 1931693 2286782 4131610 1125949 2405389 3005661 15938320 18151136 180684 251634 25889850 28227800 2847890 2707851 91500 53073 7670367 8034498 2518737 3388510 13128494 14183932 X 11971276 13355552 790080 688316 12761356 14043868 25889850 28227800 1475411 -192899 0 X X 0 1 X 1 0 X 2061957 1700529 1227004 1241720 1045916 7277126 18842889 20193010 21198869 22234021 23325689 105794478 20904846 21893539 22425873 23475741 24371605 113071604 0 0 0 113071604 238561 265493 264843 312218 456944 1538059 238561 265493 264843 312218 456944 1538059 16207 9835 2510 75361 11727 115640 21159614 22168867 22693226 23863320 24840276 114725303 0.98560 0.98710 0.01340 0.01170 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON - 2011 AMOUNT: $ 16,207. 2012 AMOUNT: $ 9,835. 2013 AMOUNT: $ 2,510. 2014 AMOUNT: $ 75,361. 2015 AMOUNT: $ 11,727. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 381159 381159 22788010 23169169 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 210483 195962 352791 381159 1140395 250000 250000 250000 250000 1000000 1500000 836 9049 32 9917 2958407 2958407 1173203 1125949 47254 3005661 DEFERRED RENT 1237221 DEFERRED CONSTRUCTION ALLOWANCE 2023698 DEFERRED COMPENSATION 127591 3388510 1 NORTH AMERICA 0 0 GRANTMAKING 25000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING 15000 0 0 0 0 0 0 40000 0 40000 NORTH AMERICA ADI ENID NEIDLE SCHOLAR IN RESIDENCE 15000 CHECK 1 0 STIPEND CENTRAL AMERICA AND THE CARIBBEAN 1 15000 CHECK STIPEND NORTH AMERICA 1 5000 CHECK 0 0 0 0 0 0 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. 1 NATIONAL ASSOCIATION OF MEDICAL MINORITY EDUCATORS INC 1500 SUNDAY DR STE 102 RALEIGH NC 27607 521391793 501(C)(3) 10000 ADEA SPONSORSHIP OF NAMME 40TH ANNUAL CONFERENCE TUFTS UNIVERSITY ONE KNEELAND STREET 11TH FLOOR BOSTON MA 02111 133987743 501(C)(3) 25000 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) 16000 GIES GALA CONTRIBUTION ASSOCIATION OF AMERICAN MEDICAL COLLEGES 655 K STREET NW SUITE 100 WASHINGTON DC 20001 362169124 501(C)(3) 10000 INTERNATIONAL HEALTH WORKFORCE RESEARCH CONFERENCE CONTRIBUTION 4 0 ADEA/GLAXOSMITHKLINE CONSUMER HEALTHCARE PREVENTIVE DENTISTRY SCHOLARSHIP 13 32500 ADI SMDEP PROGRAM 88 30525 DPDM LEADERSHIP INSTITUTE 1 25000 ADEA/SUNSTAR AMERICAS JACK BRESCH STUDENT LEADERSHIP INTERNSHIP 2 22500 ADEA/AADR/COLGATE-PALMOLIVE CO./DR.DOMINICK P. DEPAOLA SCHOLAR IN THE ADEA L 1 15000 ADEA/CREST ORAL-B LABORATORIES SCHOLARSHIPS FOR PREDOCTORAL DENTAL STUDENTS 2 11000 ADEA/CREST ORAL-B LABORATORIES SCHOLARSHIPS FOR DENTAL HYGIENE STUDENTS PURS 2 5500 ADEA/COLGATE PALMOLIVE CO. ALLIED DENTAL EDUCATORS FELLOWSHIP 1 4000 ADEA COUNCIL OF STUDENTS, RESIDENTS, AND FELLOWS/COLGATE-PALMOLIVE CO JUNIOR 1 2500 MCET POSTER PRESENTATIONS 3 1500 ADEA/SIGMA PHI ALPHA LINDA DEVORE SCHOLARSHIP 1 1000 PUBLICATIONS - JOURNAL FO DENTAL EDUCATION 4 1000 SENIOR SURVEY WEEKLY AWARD DRAWING 1 800 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. SCHEDULE I, PART I, LINE 2: GRANTEEES 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 491595 0 191419 0 0 0 26500 0 12223 0 721737 0 0 0 ROBERT MORAN EXECUTIVE VP AND COO 272427 29343 51618 5560 0 0 22522 2429 7372 819 353939 38151 0 0 ELLEN BARCLAY SENIOR VP, PROFESSIONAL DE 170271 1483 320 3 0 0 17662 154 6882 76 195135 1716 0 0 EUGENE ANDERSON CHIEF POLICY OFFICER & MAN 225174 0 0 0 0 0 22469 0 14743 0 262386 0 0 0 RUSSELL CAPPS SENIOR VP, FO 182273 0 0 0 0 0 11223 0 7131 0 200627 0 0 0 CAROLYN BOOKER SENIOR VP, EDUCATIONAL PAT 162199 0 310 0 0 0 16677 0 6948 0 186134 0 0 0 RONALD RUPP SENIOR VP, EXT RELATIONS & 148108 37532 253 64 13563 3437 16683 4228 9778 2445 188385 47706 0 0 BRYAN COOK SENIOR VP, ERA 147370 0 10325 0 0 0 16730 0 16390 0 190815 0 0 0 YVONNE KNIGHT SVP ADVOCACY & GOVT RELATI 160869 0 325 0 0 0 16272 0 5268 0 182734 0 0 0 VIRGINIA BADER SVP COMMUNICATION & MEMBERSHIP 198641 12273 296 18 0 0 3181 197 727 47 202845 12535 0 0 JEANNE SINKFORD SENIOR SCHOLAR IN RESIDENCE 149209 0 310 0 0 0 0 0 684 0 150203 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 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 11 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. THE WILLIAM J GIES FOUNDATION FOR THE ADVANCEMENT OF THE ADEA 655 K STREET NW SUITE 800 WASHINGTON DC 20001 DENTAL EDUCATION, LEADERSHIP AND RECOGNITION NY 501(C)(3) LINE 7 AMERICAN DENTAL EDUCATION ASSOCIATION 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 THE WILLIAM J GIES FOUNDATION L 712974 COST THE WILLIAM J GIES FOUNDATION O 233136 COST THE WILLIAM J GIES FOUNDATION P 592189 COST