2013-03-14T12:15:12-05:00 2012-06-30 521511275 Raffa PC 1899 L Street NW Suite 900 Washington DC 20036 990 2011-07-01 911993281 American Dental Educational Association AMER 2022897201 1400 K Street NW No 1100 Washington DC 200052403 Richard W Valachovic DMD 2022897201 2013-03-14 1 Frank H Smith P00639053 2028225000 2013-03-14 2011 2016-02-25 16:41:14Z Richard Valachovic DMD 1400 K Street NW No 1100 Washington DC 200052403 22009895 0 X www.adea.org X 1923 DC To lead individuals and institutions in the improvement of oral health. 11 10 77 11 291270 -330056 1250877 2061957 17607750 19134159 337983 258415 21647 16207 19218257 21470738 284353 388765 0 0 6413256 6888390 0 0 415276 11669042 12599284 18366651 19876439 851606 1594299 18272228 19874914 8586534 8828646 9685694 11046268 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 health of the public. 0 0 5296098 0 15185602 Educational Pathways - ADEA AADSAS is available to all students applying to dental schools participating in the application service. ADEA AADSAS is a centralized application service sponsored by ADEA and simplifies the application process by providing on standardized form, relieving students of the need to complete multiple applications. Dental programs benefit by receiving uniform information on all applicants. ADEA PASS is a centralized application service for more than 500 participating postdoctoral dental education programs. ADEA PASS service is available to all individuals applying to postdoctoral dental education programs participating in the application service. Pass simplifies the application process by providing one standardized format. 5123544 307972 1219241 Professional Development - The ADEA Office of Professional Development coordinates and provides all logistical support and program development and review for all meetings, conference and workshops sponsored by ADEA. 2226849 9773 9620 ADEA Policy Center - The ADEA Policy Center conducts educational policy research and studies in areas relevant to the needs of dental education over the next 5 to 10 years. In FY 2012, the Center for Educational Policy and Research (CEPR) was broken into two new portfolios of the ADEA Policy Center, Educational Research and Analysis and Institutional Capacity Building, to better meet the following needs: it stimulates discussion and recommends policies to ADEA leadership about significant issues affecting the relationships of dental education to higher education and to the oral health of the public while strengthening the fundamental importance and responsibilities of a dental school within the academic community of a modern university; emphasizes how its unique activities contribute to as well as benefit from the parent institution. The ADEA Policy Center also guides the development of future leaders for dental education and higher education. 1700474 1000 351968 Division of Communications and Membership 1294521 25900 0 Advocacy and Governmental Relations 819839 850 295 Knowledge Management 802152 43270 875 Access, Diversity, and Inclusion 391296 0 2075288 Membership 5008282 71020 2428426 17654773 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 60 0 1 77 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 Rowena J Williams 2022897201 1400 K Street NW No 1100 Washington DC 200052403 X Leo E Rouse DDS 2.00 X 0 0 0 Sandra C Andrieu PhD 2.00 X 0 0 0 Gerald N Glickman DDS MS MB 2.00 X 0 0 0 Susan J Crim RDH MS Ed PhD 2.00 X 0 0 0 Pamela J Hughes DDS 2.00 X 0 0 0 Michael A Landers DDS 2.00 X 0 0 0 Evelyn Lucas-Perry DDS MPH 2.00 X 0 0 0 Barbara Nordquist 2.00 X 0 0 0 Michael A Siegel DDS MS 2.00 X 0 0 0 John N Williams DMD MBA 2.00 X 0 0 0 Richard W Valachovic DMD 35.00 X X 593855 0 37653 Abigail Gorman 33.00 X 206038 17921 41234 Eugene Anderson 35.00 X 172877 0 30741 Jack Bresch 35.00 X 219781 0 35610 Ronald Rupp 35.00 X 181499 20020 22328 M Susan Sandmeyer 35.00 X 155034 0 23259 Anne Wells-Brunson 35.00 X 188297 0 26696 1717381 37941 217521 14 0 1 0 Liaison International Inc 311 Arsenal Street Watertown MA 02472 Data/developmental processing 3719929 Raffa PC 1899 L Street NW Suite 900 Washington DC 20036 Accounting/HR/Consulting 519698 Freeman Audio Visual Solutions PO Box 650519 Dallas TX 75265 Audiovisual services 255493 National Matching Services Inc PO Box 1208 Lewiston NY 14092 Match administration services 233308 Dental Learning Systems LLC PO Box 510 Newton PA 18940 Curriculum services 226000 14 80000 1981957 4600 2061957 Application fees 900099 15185602 15185602 Membership dues 900099 2081401 2081401 Meetings 900099 1222836 1222836 Publications 541800 644320 353050 291270 19134159 238561 238561 559011 539157 19854 19854 19854 Miscellaneous revenue 900099 16207 16207 16207 21470738 18842889 291270 274622 234440 234440 154325 154325 1050654 290736 759918 5002730 4037804 783698 181228 212888 190446 8638 13804 230236 204577 19543 6116 391882 304914 77925 9043 277645 213736 63909 32094 32094 415021 415021 45780 45780 1404445 583662 737383 83400 965261 724328 232478 8455 4258737 4169677 88060 1000 692358 8784 683574 819641 601148 214217 4276 2456742 2377144 79598 301321 89868 211453 75937 75937 Temporary help 254087 207164 46923 0 Other expenses 169041 46522 122519 0 Dues & subscriptions 137908 91345 46563 0 Employee prof. dev. 132051 93377 38674 0 161215 2615755 -2562494 107954 19876439 17654773 1806390 415276 1350 1272 7745469 7303388 445530 1032235 368187 174432 935397 1170066 3932121 3352820 669655 579301 7949713 9322450 156927 291770 18272228 19874914 2145600 2166662 30000 5898447 6223704 542487 408280 8586534 8828646 X 9190805 9644217 494889 1402051 9685694 11046268 18272228 19874914 X 1594299 -233725 X 0 1 1 X 0 X 2107130 1690575 1841938 1250877 2061957 8952477 13252003 13616044 15477131 17174835 18842889 78362902 15359133 15306619 17319069 18425712 20904846 87315379 0 0 0 87315379 413508 236590 145973 188960 238561 1223592 413508 236590 145973 188960 238561 1223592 11481 21647 16207 49335 15772641 15543209 17476523 18636319 21159614 88588306 0.98560 0.98240 0.01380 0.01720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7863 407158 415021 18885274 19300295 1000000 250000 0 0 922207 962134 1000000 1000000 3884341 5826512 393408 333896 452209 415021 1594534 230552 240534 250000 250000 971086 1456629 17126 7863 24989 1080715 780657 300058 2851406 2572163 279243 579301 Deferred Compensation Liability 37544 Deferred Lease Allowance/Rent Abatement 370736 408280 Description of Uncertain Tax Positions Under FIN 48: Part X: ADEA evaluated their tax position and determined that their positions are more likely than not to be sustained on examination. Should that status be challenged in the future, the Association's 2009, 2010, and 2011 tax years are open for examination by the Internal Revenue Service. 1 American Dental Association 211 East Chicago Avenue Chicago IL 60611 360724690 501(c)(6) 6000 Contribution for the advancement of dental professionals. Baylor College of Dentistry 3302 Gaston Avenue Dallas TX 75246 741613878 501(c)(3) 25000 Contribution to the college for furthuring their mission to advance human health. Dental Trade Alliance Foundation 4350 N Fairfax Drive Suite 220 Arlington VA 22203 541992805 501(c)(3) 16667 Contribution for the Ad Council Public Health Campaign. William J Gies Foundation 1400 K Street NW Suite 1100 Washington DC 20005 136143845 501(c)(3) 14000 Contribution for Gies' Gala. Institute for the Advancement of Multicultural and Minority Medicine 1701 Q Street NW Washington DC 20009 331052248 501(c)(3) 25000 Grant to help eliminate health disparities among multicultural communities. Institute of Medicine 500 Fifth Street NW NAS036 Washington DC 20001 530196932 501(c)(3) 45000 Grant to assist the institute in their mission for the furtherance of science and general welfare. National Dental Association 3517 16th Street NW Washington DC 20010 540315311 501(c)(3) 12500 Contribution to enhance opportunities within the profession of dentistry. Stony Brook University 100 Nicolls Road Stony Brook NY 11794 161514621 501(c)(3) 20000 Contribution for the OPD Leadership Institute. Univ of Alabama at Birmingham School of Dentistry UAB SOD IOHR 1530 3rd Avenue South SDB 702 Birmingham AL 35294 636005396 501(c)(3) 35000 Scholarship to university students to help pursue a career in professional dentistry. 8 1 OPD Leadership Institute 1 25000 CEPR William Gies Fellowship Education Programs 1 10000 CPPA ADEA Sunstar Americas Inc. Harry W. Bruce Jr. Legislative Fellow 2 20000 OPD Fellowship Support 7 32500 OPD Johnson & Johnson Healthcare Products Preventive Dentistry Scholarship 11 27500 CED SMDEP Program 102 30125 DMK Surveys 3 850 0 CED E. Neidle Fellowship 1 3000 0 OPD Poster Presentation 4 1500 0 Publications - Journal of Dental Education 4 1000 Junior Faculty Award 1 2500 0 Survey of Dental School Seniors 1 350 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Grantees are required to obtain approval for activities and expenses from ADEA's Staff Liaison, provide evidence of expense incurred or report to ADEA's Staff Liaison on their activities, as required by the terms of the individual grant. X X X X 0 0 0 0 0 0 0 1 0 Richard W Valachovic DMD 418099 0 175756 0 0 0 24500 0 13153 0 631508 0 0 0 Abigail Gorman 205722 17894 316 27 0 0 21812 1897 16123 1402 243973 21220 0 0 Eugene Anderson 172534 0 343 0 0 0 17978 0 12763 0 203618 0 0 0 Jack Bresch 212931 0 6850 0 0 0 22541 0 13069 0 255391 0 0 0 Ronald Rupp 181112 19977 387 43 0 0 18492 2040 1618 178 201609 22238 0 0 M Susan Sandmeyer 154725 0 309 0 0 0 15840 0 7419 0 178293 0 0 0 Anne Wells-Brunson 187954 0 343 0 0 0 19277 0 7419 0 214993 0 0 0 Part I, Line 7 During the year, ADEA paid a discretionary bonus to the Executive Director as determined by the Board of Directors and based on various productivity factors. ADEA also provides spot bonuses for other employees from time to time based on performance goals and results. 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 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. 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 reasonable checklist to assist the Board in determining the salaries of Officers. 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 meetings. For Key Employees, a simialr study is provided by an independent compensation consultant about once every 2-3 years. 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 VII, Line I - ADEA is related to The William J. Gies Foundation Advancement of Dentistry of the ADEA (Gies) as Gies is a controlled entity under the direction of ADEA. The persons listed in Form 990, Part 7, line 1 that also served Gies are reported on Gies' 2011 Form 990 with the following average hours per week: Sandra C. Andrieu, Ph.D., 1 hour; Richard W. Valachovic, D.M.D., 1 hour; and Abigail Gorman, 1 hour. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -233,725. The William J Gies Foundation 1400 K Street NW Suite 1100 Washington DC 20005 136143845 Dental Education, Research, Leadership and Recognition NY 501(c)(3) Line 7 American Dental Educational Association 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 The William J Gies Foundation C 80000 The William J Gies Foundation K 271244 The William J Gies Foundation N 54373 The William J Gies Foundation O 182167 The William J Gies Foundation P 336397