STRATEGY STUDIO / PUBLIC DATA EXPLORER

AMERICAN ASSOCIATION OF ENDODONTISTS: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ASSOCIATION OF ENDODONTISTS (EIN 23-6191090)
Tax period
2013-07-01 to 2014-06-30
Filed
2016-05-24
IRS object ID
201611459349300911
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-24T16:51:17-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470900880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALIBRE CPA GROUP PLLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17501 WISCONSIN AVENUE SUITE 1200WAddressLine1
CityBETHESDACity
StateMDState
ZIP Code20814ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236191090EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION OF ENDODONTISTSBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone3122667255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 EAST CHICAGO AVENUE NO 1100AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60611ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEN WIDELKAPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3122667255PhoneNum
Signature2016-05-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUBRINA WOOD CPAPreparerPersonNm
PTINP00365899PTIN
Phone2023319880PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerKEN WIDELKAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 EAST CHICAGO AVENUE NO 1100AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60611ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$9,381,853GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AAE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1943FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionAAE IS DEDICATED TO EXCELLENCE IN THE ART AND SCIENCE OF ENDODONTICS AND TO THE HIGHEST STANDARD OF PATIENT CARE. THE ASSOCIATION INSPIRES ITS MEMBERS TO PURUSE PROFESSIONAL ADVANCEMENT AND PERSONAL FULFILLMENT THROUGH EDUCATION, RESEARCH, ADVOCACY, LEADERSHIP, COMMUNICATION AND SERVICE.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee35TotalEmployeeCnt
Total Volunteers200TotalVolunteersCnt
Total Gross UBI$171,092TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$43,895NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$7,597,801PYProgramServiceRevenueAmt
CY Program Service Revenue$8,401,364CYProgramServiceRevenueAmt
PY Investment Income$241,912PYInvestmentIncomeAmt
CY Investment Income$150,374CYInvestmentIncomeAmt
PY Other Revenue$812,323PYOtherRevenueAmt
CY Other Revenue$772,657CYOtherRevenueAmt
PY Total Revenue$8,652,036PYTotalRevenueAmt
CY Total Revenue$9,324,395CYTotalRevenueAmt
PY Grants And Similar Paid$44,541PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$32,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,681,813PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,837,808CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,534,493PYOtherExpensesAmt
CY Other Expenses$5,341,504CYOtherExpensesAmt
PY Total Expenses$8,260,847PYTotalExpensesAmt
CY Total Expenses$9,211,312CYTotalExpensesAmt
PY Revenues Less Expenses$391,189PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$113,083CYRevenuesLessExpensesAmt
Total Assets BOY$8,956,891TotalAssetsBOYAmt
Total Assets EOY$8,932,419TotalAssetsEOYAmt
Total Liabilities BOY$3,092,467TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,332,180TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,864,424NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,600,239NetAssetsOrFundBalancesEOYAmt
MissionTHE AAE IS A GLOBAL RESOURCE IN ENDODONTIC KNOWLEDGE AND EDUCATION FOR THE PROFESSION, OUR MEMBERS AND THE PUBLIC. AAE PROMOTES DEDICATION TO SERVICE, RESPECT FOR MEMBERS, THE ADVANCEMENT OF ENDODONTICS, AND THE HIGHEST STANDARDS OF PATIENT CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescANNUAL SESSION:PROMOTES THE EXCHANGE OF IDEAS AMONG MEMBERS ON THE SCOPE AND PRACTICE OF ENDODONTICS; PROMOTES EDUCATION AND RESEARCH IN THE SPECIALIZED FIELD OF ENDODONTICS; AND PROMOTES HIGH STANDARDS OF PATIENT CARE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescFALL CONFERENCE:SAME AS ABOVE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescJOURNAL OF ENDODONTICS:SAME AS ABOVE.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document108IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee35EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALMA HUNDIAKBusinessNameLine1
FieldValueIRS element (for citing)
Phone3122667255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 EAST CHICAGO AVENUE SUITE 1100AddressLine1
CityCHICAGOCity
StateILState
ZIP Code60611ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
GARY HARTWELL
PRESIDENT7.00Yes (X)Yes (X)$31,884$0$0
ROBERT RODA
PRESIDENT-ELECT5.00Yes (X)Yes (X)$25,285$0$0
TERRYL PROPPER
VICE-PRESIDENT5.00Yes (X)Yes (X)$20,452$0$0
GARRY MYERS
SECRETARY5.00Yes (X)Yes (X)$19,640$0$0
LINDA LEVIN
TREASURER3.00Yes (X)Yes (X)$19,494$0$0
KENNETH M HARGREAVES
EDITOR5.00Yes (X)Yes (X)$92,922$0$0
JAMES KULID
IMMEDIATE PAST PRESIDENT10.00Yes (X)Yes (X)$40,228$0$0
ANITA AMINOSHARIAE
DIRECTOR3.00Yes (X)$1,955$0$0
ARTHUR L COLE
DIRECTOR5.00Yes (X)$1,120$0$0
GERALD C DIETZ
DIRECTOR5.00Yes (X)$1,600$0$0
TEVYAH J DINES
DIRECTOR5.00Yes (X)$1,178$0$0
NAVA FATHI
DIRECTOR3.00Yes (X)$0$0$0
ALAN H GLUSKIN
DIRECTOR5.00Yes (X)$2,740$0$0
GARY G GOODELL
DIRECTOR3.00Yes (X)$1,070$0$0
CRAIG S HIRSCHBERG
DIRECTOR5.00Yes (X)$1,670$0$0
BRUCE C JUSTMAN
DIRECTOR5.00Yes (X)$2,111$0$0
MARC E LEVITAN
DIRECTOR3.00Yes (X)$1,635$0$0
KIMBERLY AD LINDQUIST
DIRECTOR3.00Yes (X)$0$0$0
MARIA C MARANGA
DIRECTOR5.00Yes (X)$0$0$0
MICHELLE MAZUR-KARY
DIRECTOR5.00Yes (X)$0$0$0
MARK A ODOM
DIRECTOR3.00Yes (X)$0$0$0
RICHARD L RUBIN
DIRECTOR5.00Yes (X)$1,435$0$0
PAULA RUSSO
DIRECTOR5.00Yes (X)$0$0$0
MICHAEL G STEVENS
DIRECTOR5.00Yes (X)$870$0$0
PATRICK TAYLOR
DIRECTOR5.00Yes (X)$0$0$0
JAMES WOLCOTT
DIRECTOR5.00Yes (X)$5,170$0$0
STEFAN ZWEIG
DIRECTOR3.00Yes (X)$1,821$0$0
KEITH KRELL
DIRECTOR5.00Yes (X)$0$2,575$0
LOUIS ROSSMAN
DIRECTOR5.00Yes (X)$0$1,378$0
JAMES DRINAN
FORMER EXECUTIVE DIRECTOR50.00Yes (X)$317,679$0$50,318
JERROLD MCDONALD
CFO35.00$162,248$0$22,391Yes (X)
BEVERLY ALBERT
ASSISTANT EXECUTIVE DIRECTOR35.00$111,667$0$20,881Yes (X)
HARRIET BOGDANOWICZ
COMMUNICATIONS35.00$120,105$0$44,772Yes (X)
LORI EDMUNDS
MEETING SERVICES35.00$124,459$0$21,493Yes (X)
DEBBY RICE
DEVELOPMENT35.00$122,883$0$35,289Yes (X)
HELEN JAMESON
ASSISTANT EXECUTIVE DIRECTOR35.00$107,723$0$19,395Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,341,044TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,953TotReportableCompRltdOrgAmt
Total Other Compensation$214,539TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
MEMBERSHIP DUES900099$3,510,923$3,510,923
ANNUAL SESSION611710$2,861,159$77,532$2,783,627
JOINT SYMPOSIUM/EDUCATN611710$1,039,754$1,039,754
JOURNAL OF ENDODONTICS511120$519,459$443,459$76,000
AAEF REIMBURSEMENT900099$252,075$252,075

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$217,994TotalRevenueColumnAmt
Related Or Exempt Func Income$200,434RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$17,560UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$8,401,364TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$150,384TotalRevenueColumnAmt
Exclusion$150,384ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$609,443TotalRevenueColumnAmt
Exclusion$609,443ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,230SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,240SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$10SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10TotalRevenueColumnAmt
Exclusion-$10ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$192,156GrossSalesOfInventoryAmt
Cost Of Goods Sold$55,218CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$136,938TotalRevenueColumnAmt
Related Or Exempt Func Income$136,938RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBER DIRECTORY/LABELS511140$17,990$17,990
OTHER INCOME900099$8,286$8,286
FieldValueIRS element (for citing)
Other Revenue Total$26,276OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,324,395TotalRevenueColumnAmt
Related Or Exempt Func Income$5,609,859RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$171,092UnrelatedBusinessRevenueAmt
Exclusion$3,543,444ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

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

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$30,000TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$902,372TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,254,291TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$137,829TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$345,802TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$197,514TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$68,650TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,000TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$22,056TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$573,728TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,268,127TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$103,494TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$317,772TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$583,152TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,971,073TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$205,382TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$79,350TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
EQUIPMENT RENTAL/MAINT.$97,249
INCOME TAXES ON UBI$18,170
WAREHOUSING$15,692
OTHER TAXES$609

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,211,312TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,532,497BOYAmt
EOY$684,083EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$325,216BOYAmt
EOY$463,434EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$127,705BOYAmt
EOY$118,797EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$183,284BOYAmt
EOY$209,344EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,266,197LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,703,098LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$665,400BOYAmt
EOY$563,099EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,122,789BOYAmt
EOY$6,893,662EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,956,891BOYAmt
EOY$8,932,419EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,037,980BOYAmt
EOY$837,969EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,734,587BOYAmt
EOY$1,256,890EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$319,900BOYAmt
EOY$237,321EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,092,467BOYAmt
EOY$2,332,180EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,864,424BOYAmt
EOY$6,600,239EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,864,424BOYAmt
EOY$6,600,239EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,956,891BOYAmt
EOY$8,932,419EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$113,083ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$622,732NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (1)OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$847,681OtherCostOrOtherBasisAmt
Depreciation$684,788DepreciationAmt
Book Value$162,893BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,418,516OtherCostOrOtherBasisAmt
Depreciation$1,018,310DepreciationAmt
Book Value$400,206BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$563,099TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LEASE INCENTIVE$198,803
AMOUNTS COLLECTED FOR AFFILIATES$38,518
FieldValueIRS element (for citing)
Total Liability$237,321TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$10,002,345TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$622,732NetUnrealizedGainsInvstAmt
Other Revenue$55,218OtherRevenueAmt
Revenue Not Reported$677,950RevenueNotReportedAmt
Revenue Subtotal$9,324,395RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,324,395TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,360,081TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$55,218OtherExpensesIncludedAmt
Expenses Not Reported$55,218ExpensesNotReportedAmt
Expenses Subtotal$9,304,863ExpensesSubtotalAmt
Other Expenses Not Included-$93,551OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$93,551ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,211,312TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:EXPLANATION: OTHER REVENUE IS THE COST OF INVENTORY SOLD
PART XII, LINE 2D - OTHER ADJUSTMENTS:EXPLANATION: OTHER EXPENSE IS THE COST OF INVENTORY SOLD
PART XII, LINE 4B - OTHER ADJUSTMENTS:REDUCTION IN UBIT PAID DUE TO AMENDING PRIOR YEAR FORM 990-T

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeDENTSPLY AWARDGrantTypeTxt
Recipient30RecipientCnt
Cash Grant$30,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE MADE IN CONJUNCTION WITH OTHER ORGANIZATIONS (SUCH AS ADEA), WHICH ASSIST IN MONITORING THE USE OF FUNDS. THE AWARD GRANTS ARE MADE BASED ON RESEARCH PRESENTATIONS AT AAE'S ANNUAL SESSION. MEMBERS OF AAE ATTEND THE SYMPOSIUM AND EVALUATE THE PRESENTATIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES DRINAN
FORMER EXECUTIVE DIRECTOR$317,679$0$0$0$0$0$37,712$0$12,606$0$367,997$0$0$0
JERROLD MCDONALD
CFO$162,248$0$0$0$0$0$11,513$0$10,878$0$184,639$0$0$0
HARRIET BOGDANOWICZ
COMMUNICATIONS$120,105$0$0$0$0$0$10,120$0$34,652$0$164,877$0$0$0
DEBBY RICE
DEVELOPMENT$122,883$0$0$0$0$0$11,259$0$24,030$0$158,172$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ASSOCIATION HAS SEVERAL TYPES OF MEMBERS: ACTIVE, ASSOCIATE, EDUCATOR, INTERNATIONAL, LIFE, DISABLED ACTIVE, RETIRED, AND HONORARY MEMBERS. INTERNATIONAL AND HONORARY MEMBERS HAVE NO VOTING RIGHTS.
FORM 990, PART VI, SECTION A, LINE 7AA NOMINATING COMMITTEE PRESENTS A SLATE OF INDIVIDUALS FOR BOARD POSITIONS TO THE OPEN ASSEMBLY OF MEMBERS ANNUALLY IN APRIL, AT WHICH TIME MEMBERS APPROVE CERTAIN BOARD CANDIDATES.
FORM 990, PART VI, SECTION B, LINE 11A DRAFT OF FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER FOR INSPECTION PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CAAE BOARD MEMBERS SIGN CONFLICT OF INTEREST STATEMENTS; PERIODIC REVIEWS ARE DONE TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS AFTER REVIEW OF AN INDUSTRY SURVEY FOR COMPARABLE ASSOCATIONS. COMPENSATION OF OTHER TOP MANAGEMENT PERSONNEL IS DETERMINED BY THE EXECUTIVE DIRECTOR AFTER ANALYZING PAY LEVELS FOR SIMILAR POSITIONS IN ASSOCIATIONS OF SIMILAR SIZE.
FORM 990, PART VI, SECTION C, LINE 19EXPLANATION: GOVERNING DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION'S BUDGET AND FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT AND RECOMMENDING MOTIONS TO THE BOARD OF DIRECTORS TO ACCEPT THE RESULTS OF THE AUDIT. THE BUDGET AND FINANCE COMMITTEE ALSO IS THE COMMITTEE THAT DISCUSSES THE PROCESS OF SELECTION OF THE ORGANIZATION'S AUDIT FIRM.
REASON FOR AMENDED RETURNTHE FORM 990 AND RELATED 990-T HAVE BEEN AMENDED TO CORRECTLY REPORT EXCLUDED ROYALTIES PREVIOUSLY REPORTED AS TAXABLE ADVERTISING INCOME. DURING THE YEAR ENDED 6/30/14, THE ASSOCIATION RECEIVED ROYALTY PAYMENTS TOTALING $237,708 UNDER A PUBLISHING AGREEMENT THAT WERE INCORRECTLY REPORTED AS ADVERTISING REVENUE.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
AMERICAN BOARD OF ENDODONTICS
211 E CHICAGO AVENUE SUITE 1100CHICAGOIL60611236408246CERTIFYING BOARD FOR ENDODONTISTSIL501(C)(6)0
AMERICAN ASSN OF ENDODONTISTS FOUNDATION
211 E CHICAGO AVENUE SUITE 1100CHICAGOIL60611366143003SUPPORT EDUCATION & RESEARCHIL501(C)(3)0LINE 11B, II
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AMERICAN ASSN OF ENDODONTISTS FOUNDATION
Q$224,132COST
AMERICAN BOARD OF ENDODONTICS
Q$200,434COST
AMERICAN ASSN OF ENDODONTISTS FOUNDATION
O$94,757COST
AMERICAN ASSN OF ENDODONTISTS FOUNDATION
N$27,943COST