2013-07-26T08:00:05-05:00 2012-12-31 CROWE HORWATH LLP 70 West Madison Street Suite 700 Chicago IL 606024903 990 2012-01-01 360724690 AMERICAN DENTAL ASSOCIATION AMER 3124402500 211 East Chicago Avenue Chicago IL 606112678 PAUL SHOLTY 2013-05-01 true Geralyn Hurd P00933422 3128997000 2012 2016-03-07 17:11:31Z KATHLEEN O'LOUGHLIN 211 East Chicago Avenue Chicago IL 606112678 149479311 false X WWW.ADA.ORG X 1859 IL PROFESSIONAL ASSOCIATION OF DENTISTS THAT FOSTERS THE SUCCESS OF A DIVERSE MEMBERSHIP AND ADVANCES THE ORAL HEALTH OF THE PUBLIC. 21 2 478 325 10645839 2529946 58421551 56588710 34937914 39156917 1495993 286917 13373612 16537208 108229070 112569752 6151758 4510447 0 59758922 55874447 0 0 47604690 52916241 113515370 113301135 -5286300 -731383 136725968 146186572 87998510 96315601 48727458 49870971 THE ADA IS THE PROFESSIONAL ASSOCIATION OF DENTISTS COMMITTED TO THE PUBLIC'S ORAL HEALTH, ETHICS, SCIENCE, AND PROFESSIONAL ADVANCEMENT; LEADING A UNIFIED PROFESSION THROUGH INITIATIVES IN ADVOCACY, EDUCATION, RESEARCH, AND THE DEVELOPMENT OF STANDARDS. false false BUILD A COMMUNITY FOR A PROFESSIONAL ASSOCIATION OF OVER 156,000 DENTISTS BY DEVELOPING AND PROMOTING MEMBER VALUE, RECRUITING AND RETAINING MEMBERS, FOSTERING COLLABORATIVE TRIPARTITE NETWORK (NATIONAL, STATE, LOCAL) PROVIDE LEADERSHIP DEVELOPMENT, ADVANCE DIVERSITY AND INCLUSION, AND POSITION ADA AS AMERICA'S LEADING ADVOCATE FOR ORAL HEALTH. PROMOTING HIGH QUALITY AND EFFECTIVE PROCESSES FOR DENTAL EDUCATION, DENTAL LICENSURE AND CREDENTIALING. THIS IS ACCOMPLISHED THROUGH MONITORING AND DISSEMINATING INFORMATION ON DENTAL EDUCATION AND LICENSURE ISSUES AND CONDUCTING STUDIES. THERE ARE ALSO ONGOING LIAISON ACTIVITIES WITH RELATED ORGANIZATIONS WHICH ALSO SERVE DENTAL EDUCATION AND LICENSURE INCLUDING THE RECOGNIZED DENTAL SPECIALTY CERTIFYING BOARDS, SPONSORING ORGANIZATIONS, AND ALLIED DENTAL ORGANIZATIONS. ADA SEEKS TO IMPROVE THE QUALITY OF CONTINUING EDUCATION AVAILABLE FOR DENTISTS THE ADA ACCREDITED 1,441 EDUCATION PROGRAMS AND NEARLY 39,000 INDIVIDUALS SAT FOR CERTIFYING EXAMS. DEVELOP AND PRODUCE ADA'S ANNUAL SESSION WHICH INCLUDES SCIENTIFIC PROGRAMS, GENERAL AUDIENCE PROGRAMS, AND HANDS-ON WORKSHOPS FOR DENTISTS AND THEIR STAFF. THERE ARE ALSO SPECIAL EVENTS SUCH AS THE DISTINGUISHED SPEAKER SERIES AND KEYNOTE ADDRESS FOR ATTENDEES OF THE ANNUAL SESSION. THERE IS A TECHNICAL EXHIBITION (ADA WORLD MARKETPLACE) FOR ATTENDEES TO EXPERIENCE AND TEST DENTAL PRODUCTS AND SERVICES FOR USE IN THEIR DENTAL PRACTICES. IN 2012, THERE WERE OVER 35,000 ATTENDEES, ALMOST 56,800 CONTINUING EDUCATION PARTICIPANTS, AND 1,943 BOOTHS IN THE ADA WORLD MARKETPLACE. ALSO INCLUDED, IS ADA AS THE PREMIER DENTAL EDUCATION PROVIDER BY PROVIDING A CONTINUING EDUCATION PROGRAM THROUGHOUT THE YEAR THAT IS COMPREHENSIVE AND INTEGRATED. false true false false true false false false false false true false false false true true false true false false true true false false false false false true false true false false false false false false false false false false false true true true false true 554 0 true 478 true true true false false false false false X 21 2 false false false false true true true true true false false true true true true true true true true false X Paul Sholty 3124402516 211 E Chicago Ave Chicago IL 606112637 DR BRIAN E SCOTT 10.00 X X 837 0 0 DR CHARLES H NORMAN III 10.00 X X 63794 0 0 DR GLEN D HALL 10.00 X X 600 0 0 DR J THOMAS SOLIDAY 10.00 X X 48638 0 0 DR KENNETH J VERSMAN 10.00 X X 51193 0 0 DR PATRICIA L BLANTON 10.00 X X 44527 0 0 DR RONALD P LEMMO 10.00 X X 838 0 0 DR WILLIAM R CALNON 40.00 X X 365800 0 30725 DR CAROL G SUMMERHAYS 10.00 X 43136 0 0 DR CHARLES L STEFFEL 10.00 X 60995 0 0 DR CHARLES R WEBER 10.00 X 62520 0 0 DR DENNIS W ENGEL 10.00 X 58199 0 0 DR DONALD L SEAGO 10.00 X 66630 0 0 DR EDWARD J VIGNA 10.00 X 45753 0 0 DR GARY L ROBERTS 10.00 X 48478 0 0 DR GARY S YONEMOTO 10.00 X 50447 0 0 DR HILTON ISRAELSON 10.00 X 60808 0 0 DR J HAL FAIR 10.00 X 1637 0 0 DR JAMES K ZENK 10.00 X 1302 0 0 DR JEFFREY D DOW 10.00 X 61735 0 0 DR JOSEPH F HAGENBRUCH 10.00 X 59352 0 0 DR JOSEPH P CROWLEY 10.00 X 0 0 0 DR MARK R ZUST 10.00 X 2655 0 0 DR MAXINE FEINBERG 10.00 X 47233 0 0 DR ROGER L KIESLING 10.00 X 48318 0 0 DR SAMUEL B LOW 10.00 X 61840 0 0 DR STEVEN GOUNARDES 10.00 X 64119 0 0 DR TERRY L BUCKENHEIMER 10.00 X 0 0 0 DR W KEN RICH 10.00 X 45762 0 0 DR EDWARD LEONE JR 40.00 X 208790 0 31187 DR KATHLEEN T O'LOUGHLIN 40.00 X 451843 0 118376 DR ROBERT A FAIELLA 40.00 X 208701 0 26130 PAUL SHOLTY 40.00 X 238707 0 59194 DR ANTHONY ZIEBERT 40.00 X 233392 0 37276 JAMES GOODMAN 40.00 X 217674 0 45077 JOHN CRAIG BUSEY 40.00 X 261167 0 48363 MICHAEL SPRINGER 40.00 X 240668 0 50601 SABRINA KING 40.00 X 232998 0 36700 TONI MARK 40.00 X 216470 0 54316 WENDY TOYAMA 40.00 X 249743 0 61273 CLAYTON MICKEL 40.00 X 253152 0 153206 DR DANIEL MEYER 40.00 X 261196 0 102671 DR JOSEPH MCMANUS 40.00 X 267037 0 2600 DR MARKO VUJICIC 40.00 X 258799 0 26775 KENNETH OHR 40.00 X 257979 0 62971 5525461 0 947441 101 false true false PROMETRIC 1501 N CLINTON STREET BALTIMORE MD 21224 TESTING SERVICES 3599838 RR DONNELLEY COMPANY PO BOX 730216 DALLAS TX 75373 PRINTING 2230859 NCS PEARSON 5601 GREEN VALLEY DRIVE BLOOMINGTON MN 55437 TESTING SERVICES 1464471 FREEMAN AUDIO VISUAL SOLUTIONS INC 600 W CHICAGO AVENUE CHICAGO IL 60654 CONSULTING & MEDIA 1146411 S&S MEDIA SOLUTIONS LLC 1554 SURREY BROOK COURT YARDLEY PA 19067 OUTSIDE SALE REP 1068645 86 54551655 464213 1572842 56588710 MEETINGS & SEMINARS 541900 11314893 11314893 PUBLICATIONS 900004 8866629 1237599 7629030 TESTING SERVICE REVENUE 900004 18854667 17803056 1051611 RENTAL INCOME 900002 120728 31392 89336 0 0 0 0 0 39156917 1388349 1388349 0 6609435 6609435 5264057 3889182 1374875 0 1374874 1374874 30605763 7204 31714399 -1108636 7204 -1101432 -1101432 0 0 6210785 1305977 4904808 4904808 ADVERTISING REVENUE 900099 527273 453073 74200 OVERHEAD INCOME 900099 340740 340740 PRGM. MAINTENANCE 900004 647534 103446 544088 2132544 0 1319343 813201 3648091 112569752 30386940 10645839 14948263 4488447 22000 0 4826517 36059711 8409019 3843431 2735769 646601 425282 0 59924 4269965 2383552 11067993 659550 3040162 5668521 3054443 6553109 402473 TEST ADMINISTRATION FEES 4859210 OUTSIDE SERVICES 4776230 STIPENDS/HONORARIA 1989552 INCOME & SALES TAX EXPENSE 1109450 1950224 113301135 0 0 0 85741 128559 6178943 6557111 6039054 6190911 0 0 600045 590180 1891604 2084650 145222652 105140454 43220786 40082198 70739182 83324602 2871924 2726316 0 0 5098689 4502044 136725968 146186572 60461911 68489701 12581764 11763437 0 14954835 16062463 87998510 96315601 X 48727459 49870971 48727459 49870971 136725969 146186572 X -731383 1874895 X false true true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true 54551655 4546888 -1505988 3040900 4800546 LOBBYING ACTIVITIES SCHEDULE C, PART III-B TO STAY ON TOP OF FEDERAL ISSUES THAT AFFECT DENTISTRY AND THE PUBLIC'S ORAL HEALTH, THE ADA MAINTAINS A STAFF OF LEGISLATIVE AND POLICY EXPERTS CLOSE TO CAPITOL HILL. PROXIMITY, EXPERIENCE AND REPRESENTATION OF THE VAST MAJORITY OF DENTISTS MAKE THE ADA UNIQUELY EFFECTIVE IN LOBBYING FOR THE DENTAL PROFESSION. MANY OTHER CRITICAL ISSUES ARE DECIDED BY LEGISLATORS AND REGULATORS AT THE STATE LEVEL. ALTHOUGH THE ADA DOES NOT LOBBY AT THE STATE LEVEL, WE DO PROVIDE EXPERTISE AND RESOURCES TO HELP STATE DENTAL SOCIETIES CREATE AND EFFECTIVELY PURSUE THEIR OWN POLICY AGENDAS. AT BOTH THE FEDERAL AND STATE LEVELS OF GOVERNMENT, WE CONSTANTLY MONITOR LEGISLATION AND, WHEN APPROPRIATE, ENGAGE IN THE DEBATE, FIGHTING FOR LAWS AND REGULATIONS THAT MATTER TO DENTISTS AND THE PATIENTS THEY SERVE. 3742113 3742113 21983364 17988684 3994680 76646268 50110619 26535649 42850907 37041151 5809756 0 40082198 0 TENANT SECURITY DEPOSITS 83458 LIABILITY FOR DEFERRED COMP 5445955 POST-RETIREMENT BENEFIT 10533050 16062463 X true SUB SAHARAN AFRICA 0 0 GRANTMAKING 12000 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 10000 0 0 22000 SOUTH ASIA LAOS DENTAL PUBLIC HEALTH PROJECT EXPENSES 10000 SUB SAHARAN AFRICA ORAL HEALTH OUTREACH PROGRAM 12000 0 2 false false false false false false Procedures for monitoring use of grant funds Schedule F, Part I, Line 2 THE ASSOCIATION AWARDS GRANTS BASED ON A CASE BY CASE REVIEW OF EACH REQUEST. A REPORT FROM THE GRANTEE IS RECEIVED AND REVIEWED THAT OUTLINES THE WORK THAT WAS ACCOMPLISHED IN ACCORDANCE WITH THE REQUEST. Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 SUB SAHARAN AFRICA: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 SUB SAHARAN AFRICA: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL true ALLIANCE OF THE ADA 211 E CHICAGO AVE CHICAGO IL 60611 366126119 501(C)(3) 22500 PUBLIC SUPPORT ARIZONA DENTAL ASSOCIATION 3193 N DRINKWATER BLVD SCOTTSDALE AZ 85251 860103604 501(C)(6) 100000 PUBLIC SUPPORT CALIFORNIA DENTAL ASSOCIATION 1201 K STREET MALL SACRAMENTO CA 95814 952822367 501(C)(6) 141655 PUBLIC SUPPORT COLORADO DENTAL ASSOCIATION P0 BOX 4518 ENGLEWOOD CO 80155 840890863 501(C)(6) 22250 PUBLIC SUPPORT CONNECTICUT STATE DENTAL ASSOCIATION 835 WEST QUEEN STREET SOUTHINGTON CT 06489 060605831 501(C)(6) 66000 PUBLIC SUPPORT DALLAS COUNTY DENTAL SOCIETY 13633 OMEGA ROAD DALLAS TX 75244 756023172 501(C)(6) 15625 PUBLIC SUPPORT DENTAL LIFELINE NETWORK 1800 15TH STREET SUITE 100 DENVER CO 80202 846129064 501(C)(3) 50000 SUPPORT FLORIDA DENTAL ASSOCIATION 1111 E TENNESSEE STREET TALLAHASSE FL 323086914 590615479 501(C)(6) 25000 PUBLIC SUPPORT GEORGIA DENTAL ASSOCIATION 7000 PEACHTREE DUN WOODY ROAD ATLANTA GA 303281655 580626520 501(C)(6) 108325 PUBLIC SUPPORT GREATER HOUSTON DENTAL SOCIETY ONE EAST GREENWAY PLAZA SUITE 110 HOUSTON TX 77046 741168188 501(C)(6) 5950 PUBLIC SUPPORT GREATER ST LOUIS DENTAL SOCIETY 11457 OLDE CABIN ROAD SUITE 300 SAINT LOUIS MO 63141 430494640 501(C)(6) 6000 PUBLIC SUPPORT IDAHO STATE DENTAL ASSOCIATION 1220 W HAYS STREET BOISE ID 83702 826007766 501(C)(6) 62000 PUBLIC SUPPORT ILLINOIS STATE DENTAL SOCIETY 1010 S SECOND STREET SPRINGFIELD IL 62705 370682986 501(C)(6) 69890 PUBLIC SUPPORT INDIANA DENTAL ASSOCIATION PO BOX 2467 INDIANAPOLIS IN 46206 350411620 501(C)(6) 26200 PUBLIC SUPPORT KANSAS DENTAL ASSOCIATION 5200 SW HUNTOON STREET TOPEKA KS 666042398 480803779 501(C)(6) 99000 PUBLIC SUPPORT KENTUCKY DENTAL ASSOCIATION 1920 NELSON MILLER PARKWAY LOUISVILLE KY 402232164 610426190 501(C)(6) 14000 PUBLIC SUPPORT LANE COUNTY DISTRICT DENTAL SOCIETY 2300 OAKMONT WAY 110 EUGENE OR 97404 930636923 501(C)(6) 15000 PUBLIC SUPPORT MAINE DENTAL ASSOCIATION PO BOX 215 MANCHESTER MANCHESTER ME 04351 016019308 501(C)(6) 157500 PUBLIC SUPPORT MASSACHUSETTS DENTAL SOCIETY 2 WILLOW STREET SUITE 200 SOUTHBOROUGH MA 017451027 041590155 501(C)(6) 10000 PUBLIC SUPPORT METROPOLITAN DENVER DENTAL SOCIETY 3690 S YOSEMITE STREET 200 DENVER CO 80237 840362950 501(C)(6) 7500 PUBLIC SUPPORT MICHIGAN DENTAL ASSOCIATION 3657 OKEMOS ROAD STE 100 OKEMOS MI 48864 381300483 501(C)(6) 41250 PUBLIC SUPPORT MISSOURI DENTAL ASSOCIATION 3340 AMERICAN AVENUE JEFFERSON CITY MO 65110 440535233 501(C)(6) 82000 PUBLIC SUPPORT MONTANA DENTAL ASSOCIATION PO BOX 1154 HELENA MT 59624 810169605 501(C)(6) 33731 PUBLIC SUPPORT NATIONAL NETWORK FOR ORAL HEALTH ACCESS 3700 QUEBEC STREET DENVER CO 802071639 841186592 501(C)(3) 10250 SUPPORT NEW HAMPSHIRE DENTAL SOCIETY 23 S STATE STREET CONCORD NH 03301 020230365 501(C)(6) 77000 PUBLIC SUPPORT NEW JERSEY DENTAL ASSOCIATION ONE DENTAL PLAZA PO BOX 6020 NORTH BRUNSWICK NJ 089026020 210606618 501(C)(6) 15000 PUBLIC SUPPORT NEW MEXICO DENTAL ASSOCIATION 9201 MONTGOMERY BLVD NESUITE 601 ALBUQUERQUE NM 87111 850122362 501(C)(6) 153180 PUBLIC SUPPORT NEW YORK STATE DENTAL ASSOCIATION 20 CORPORATE WOODS BLVD 602 ALBANY NY 12211 141434154 501(C)(6) 20000 PUBLIC SUPPORT NORTH CAROLINA DENTAL SOCIETY 1600 EVANS ROAD CARY NC 27513 560608781 501(C)(6) 133100 PUBLIC SUPPORT NORTH DAKOTA DENTAL ASSOCIATION PO BOX 1332 BISMARCK ND 58502 456014875 501(C)(6) 61437 PUBLIC SUPPORT OREGON DENTAL ASSOCIATION PO BOX 3710 WILSONVILLE OR 970703710 930243383 501(C)(6) 60750 PUBLIC SUPPORT PENNSYLVANIA DENTAL ASSOCIATION 3501 N FRONT STREET HARRISBURG PA 17105 230961120 501(C)(6) 61710 PUBLIC SUPPORT QUEENS COUNTY DENTAL SOCIETY 86-90 188TH STREET JAMAICA NY 11423 112014838 501(C)(6) 24000 PUBLIC SUPPORT SACRAMENTO DISTRICT DENTAL SOCIETY 915-28TH STREET SACRAMENTO CA 95816 941543470 501(C)(6) 6000 PUBLIC SUPPORT SAN ANTONIO DISTRICT DENTAL SOCIETY 3355 CHERRY RIDGESUITE 214 SAN ANTONIO TX 78230 746051690 501(C)(6) 10000 PUBLIC SUPPORT SAN FERNANDO VALLEY DENTAL SOC 9205 ALABAMA AVENUE UNIT B CHATWORTH CA 91311 952004498 501(C)(6) 23125 PUBLIC SUPPORT SAN GABRIEL VALLEY DENTAL SOCIETY 312 E LAS TUNAS DRIVE SAN GABRIEL GA 917761502 952471021 501(C)(6) 14000 PUBLIC SUPPORT SEATTLE-KING COUNTY DENTAL SOCIETY 2201 6TH AVENUESUITE 1210 SEATTLE WA 98121 910520407 501(C)(6) 5200 PUBLIC SUPPORT SOUTH DAKOTA DENTAL ASSOCIATION 804 N EUCLID STE 103 PIERRE SD 575011194 460363251 501(C)(6) 54386 PUBLIC SUPPORT SOUTH FLORIDA DISTRICT DENTAL ASSN 420 S DIXIE HIGHWAY 2E CORAL GABLES FL 33146 590806565 501(C)(6) 5200 PUBLIC SUPPORT SUFFOLK COUNTY DENTAL SOCIETY 1727 VETERANS MEMORIAL HWY 200 ISLANDIA NY 117491520 112606777 501(C)(6) 7500 PUBLIC SUPPORT TRI-COUNTY DENTAL SOCIETY 3993 JURUPA AVENUE SUITE 104 RIVERSIDE CA 92506 952134652 501(C)(6) 5500 PUBLIC SUPPORT VALLEY FORGE DENTAL ASSOCIATION 4781 STEEPLECHASE DRIVE MACUNGIE PA 18062 236461726 501(C)(6) 10000 PUBLIC SUPPORT VERMONT STATE DENTAL SOCIETY 100 DORSET STREET SUITE 18 SOUTH BURLINGTON VT 05403 222514423 501(C)(6) 55000 PUBLIC SUPPORT WASHINGTON STATE DENTAL ASSOCIATION 126 NW CANAL STREET SEATTLE WA 98107 910750294 501(C)(6) 71500 PUBLIC SUPPORT WISCONSIN DENTAL ASSOCIATION 6737 W WASHINGTON STREET WEST ALLIS WI 53214 390716117 501(C)(6) 77163 PUBLIC SUPPORT WYOMING DENTAL ASSOCIATION 259 S CENTER STREET CASPER WY 82601 836003181 501(C)(6) 39000 PUBLIC SUPPORT ADA FOUNDATION 211 E CHICAGO AVE CHICAGO IL 60611 366132046 501(C)(3) 2206533 SUPPORT 3 45 X X X true true X X false true false DR KATHLEEN T O'LOUGHLIN 439977 0 0 0 11866 0 93310 0 25066 0 570219 0 0 0 DR WILLIAM R CALNON 268036 0 0 0 97764 0 30725 0 0 0 396525 0 48044 0 PAUL SHOLTY 236569 0 0 0 2138 0 32828 0 26366 0 297901 0 0 0 DR EDWARD LEONE JR 76740 0 0 0 132050 0 16833 0 14354 0 239977 0 113706 0 DR ROBERT A FAIELLA 205026 0 0 0 3675 0 26130 0 0 0 234831 0 0 0 JOHN CRAIG BUSEY 253218 0 0 0 7949 0 40133 0 8230 0 309530 0 0 0 WENDY TOYAMA 247546 0 0 0 2197 0 42317 0 18956 0 311016 0 0 0 MICHAEL SPRINGER 237304 0 0 0 3364 0 36804 0 13797 0 291270 0 0 0 DR ANTHONY ZIEBERT 231983 0 0 0 1409 0 30346 0 6930 0 270668 0 0 0 SABRINA KING 225790 0 5176 0 2032 0 29770 0 6930 0 269698 0 0 0 JAMES GOODMAN 216339 0 0 0 1336 0 20011 0 25066 0 262751 0 0 0 TONI MARK 214443 0 0 0 2027 0 27950 0 26366 0 270786 0 0 0 DR JOSEPH MCMANUS 260336 0 3806 0 2895 0 0 0 2600 0 269637 0 0 0 DR DANIEL MEYER 253834 0 0 0 7362 0 94441 0 8230 0 363867 0 0 0 DR MARKO VUJICIC 258294 0 0 0 505 0 21575 0 5200 0 285574 0 0 0 KENNETH OHR 243501 0 10000 0 4478 0 46614 0 16356 0 320950 0 0 0 CLAYTON MICKEL 240514 0 4952 0 7685 0 137412 0 15794 0 406358 0 0 0 Travel for companions Schedule J, Part I, Line 1a OFFICERS AND MEMBERS OF THE BOARD OF TRUSTEES RECEIVE PAYMENTS MEANT TO COMPENSATE THEM FOR THE ESTIMATED AMOUNT OF TAX THEY INCURRED FOR SPOUSE TRAVEL THAT WAS INCLUDED IN THEIR TAXABLE INCOME REPORTED ON FORM 1099 OR W-2. SIMILAR PAYMENTS ARE NOT MADE TO ANY OTHERS. IN ADDITION, AS PART OF THE EXECUTIVE DIRECTOR'S EMPLOYMENT CONTRACT, THE EXECUTIVE DIRECTOR WAS REIMBURSED FOR MEMBERSHIP IN AN ATHLETIC CLUB. Tax indemnification and gross-up payments Schedule J, Part I, Line 1a SEE EXPLANATION FOR LINE 1A AS NOTED ABOVE Health or social club dues or initiation fees Schedule J, Part I, Line 1a SEE EXPLANATION FOR LINE 1A AS NOTED ABOVE Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b DEFERRED COMPENSATION IN COLUMN C INCLUDES, WHERE APPLICABLE, THE 2012 INCREASE IN ACTUARIAL VALUE OF THE DEFINED BENEFIT PLAN, EMPLOYER CONTRIBUTIONS TO THE 401(K) DEFINED CONTRIBUTION PLAN, AS WELL AS AMOUNTS AWARDED BUT NOT PAID UNDER THE EXECUTIVE PARITY PLAN. THE EXECUTIVE PARITY PLAN IS A DEFERRED COMPENSATION ARRANGEMENT WHICH ALLOWS THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES TO SET ASIDE SPECIFIED AS COMPENSATION FOR THOSE WHO SUFFERED RESTRICTIONS IN THEIR BENEFITS BEGINNING IN 1994 AS A RESULT OF THE OMNIBUS BUDGET RECONCILIATION ACT. NONTAXABLE BENEFITS IN COLUMN D INCLUDES EMPLOYER-PAID HEALTH BENEFIT PLAN PREMIUMS AND THE VALUE OF EMPLOYER SELF-INSURED DENTAL BENEFITS. CASH AMOUNTS ANNUALLY FOR CERTAIN EXECUTIVES. THIS ARRANGEMENT IS MEANT AS COMPENSATION FOR THOSE WHO SUFFERED RESTRICTIONS IN THEIR BENEFITS BEGINNING IN 1994 AS A RESULT OF THE OMNIBUS BUDGET RECONCILIATION ACT. NONTAXABLE BENEFITS IN COLUMN D INCLUDES EMPLOYER-PAID HEALTH BENEFIT PLAN PREMIUMS AND THE VALUE OF EMPLOYER SELF-INSURED DENTAL BENEFITS. NONQUALIFIED PLANS: THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED PLAN DURING 2012 AND RECEIVED CONTRIBUTIONS IN THE FOLLOWING AMOUNTS: KATHLEEN O'LOUGHLIN $35,492 (ACCRUAL) EDWARD LEONE $16,833 (ACCRUAL) $130,539 (PAYOUT) WENDY JO TOYAMA $632 (ACCRUAL) PAUL SHOLTY $54 (ACCRUAL) DANIEL MEYER $2,791 (ACCRUAL) $2,791(PAYOUT) WILLIAM CALNON $30,725 (ACCRUAL) $78,769 (PAYOUT) J. CRAIG BUSEY $797 (ACCRUAL) MARKO VUJICIC $739 (ACCRUAL) GENE WURTH $10,601 (ACCRUAL) ROBERT FAIELLA $17,936 (ACCRUAL) INDEPENDENT VOTING MEMBERS FORM 990, PART VI, LINE 1B MEMBERS OF THE ADA BOARD OF TRUSTEES ARE NOT CONSIDERED INDEPENDENT BECAUSE THEY RECEIVE REIMBURSEMENT OF STATED AMOUNTS ON AN ANNUAL BASIS FOR SUCH GENERAL EXPENSES AS POSTAGE, TELEPHONE, PER DIEM EXPENSES, AND SECRETARIAL ASSISTANCE. SUBSTANTIATION OF SUCH EXPENSES IS NOT REQUIRED FOR REIMBURSEMENT. THESE AMOUNTS ARE REPORTED AS TAXABLE INCOME TO THE RECIPIENTS. IN ADDITION TO THE NUMBER OF VOTING MEMBERS REPORTED ON LINE 1A, THE ADA'S PRESIDENT VOTES ON AN ISSUE ONLY IF THE BOARD MEMBERS' VOTE RESULTS IN A TIE. Classes of members or stockholders Form 990, Part VI, Section A, Line 6 ALL ADA MEMBERS HAVE THE RIGHT TO VOTE AND ELECT REPRESENTATIVES TO THE ADA HOUSE OF DELEGATES ("HOD") THROUGH THEIR LOCAL AND/OR STATE DENTAL ASSOCIATION IN A NATIONAL TRIPARTITE GOVERNANCE STRUCTURE. THE UNITED STATES AND ITS TERRITORIES ARE DIVIDIED INTO 17 DISTRICTS. EACH DISTRICT ELECTS A TRUSTEE TO THE BOARD WHO SERVES A 4 YEAR TERM. THE ADA HOD IS THE PRIMARY LEGISLATIVE BODY OF THE ADA WHICH MEETS ANNUALLY AND ELECTS THE OFFICERS OF THE BOARD OF TRUSTEES. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a THE NATURE OF THE VOTING RIGHTS OF MEMBERS IS DESCRIBED ABOVE FOR PART VI, LINE 6. ELECTIONS ARE HELD ON AN ANNUAL BASIS FOR EACH LEVEL OF GOVERNANCE. Decisions requiring approval by members or stockholders Form 990, Part VI, Section A, Line 7b THE "HOUSE OF DELEGATES" IS SEPARATE FROM THE GOVERNING BOARD OF DIRECTORS AND MUST APPROVE BOTH THE BUDGET AND ANY CHANGES TO THE ORGANIZATION'S BYLAWS. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE FORM 990 WAS REVIEWED BY MANAGEMENT PRIOR TO FILING. FINANCIAL INFORMATION WAS COMPARED TO THE ORGANIZATION'S BOOKS AND RECORDS. RESPONSES TO QUESTIONS AND ADDITIONAL INFORMATION WAS REVIEWED FOR APPROPRIATENESS. ADDITIONALLY, THE FORM 990 WAS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES AS WELL AS ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. Conflict of interest policy Form 990, Part VI, Section B, Line 12c THERE IS AN ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS AND EMPLOYEES AT THE DIRECTOR LEVEL AND ABOVE ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST DISCLOSURE FORM EACH YEAR. IN-HOUSE LEGAL COUNSEL COLLECTS AND REVIEWS RESPONSES AND DETERMINE NECESSARY ACTION IF ANY. INDIVIDUALS WHO HAVE A DISCLOSED CONFLICT RECUSE THEMSELVES FROM DISCUSSION, AND DO NOT VOTE IF THERE IS A DIRECT CONFLICT. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES AND REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR, OFFICERS AND MEMBERS OF THE BOARD OF TRUSTEES. THE EXECUTIVE DIRECTOR DETERMINES AND REVIEWS THE COMPENSATION OF KEY EMPLOYEES. EMPLOYEE'S SALARIES ARE MADE AVAILABLE TO THE BOARD OF TRUSTEES FOR EXAMINATION. THE HUMAN RESOURCES DEPARTMENT REVIEWS COMPARABILITY DATA ON ANNUAL SALARY INCREASES AND MONITORS A COMPREHENSIVE COMPENSATION PROGRAM. Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b SEE NOTE FOR PART VI, LINE 15A Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE AMERICAN DENTAL ASSOCIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. Other changes in net assets or fund balances Form 990 , Part XI, Line 9 UNREALIZED GAIN ON INVESTMENTS - 7724858; DEFERRED COMPENSATION DEPRECIATION - 548415; EQUITY EARNINGS IN SUBSIDIARY - -145608; RELATED CHANGES OTHER THAN NET PERIODIC COSTS - -6252770; ADA FOUNDATION 211 E CHICAGO AVE CHICAGO IL 60611 GRANT MAKING IL 501(C)(3) 9 NA false ADPAC EDUCATION FUND 1111 14TH ST NW WASHINGTON DC 20005 SEG. FUND DC 527 N/A NA false ADA BUSINESS ENTERPRISES INC 211 E CHICAGO AVE CHICAGO IL 606112637 FINANCIAL SERVICES IL NA C CORPORATION 2408368 3451784 1.0000 false AMERICAN DENTAL ASSOCIATION POLITICAL ACTION COMMITTEE 1111 14TH STREET NW SUITE 1100 WASHINGTON DC 20005 ENCOURAGE PARTICIPATION IN GOVERNMENT AFFAIRS DC NA C CORPORATION 0 0 1 true true true true false false false false false false false true true true true true true true false ADA BUSINESS ENTERPRISES INC A 99336 BOOK ADA BUSINESS ENTERPRISES INC P 274089 BOOK