CALIFORNIA DENTAL ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA DENTAL ASSOCIATION (EIN 95-2822367)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-07
- IRS object ID
- 201213129349301756
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-07T15:11:42-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680251243 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMPBELL TAYLOR & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3741 DOUGLAS BLVD SUITE 350 | AddressLine1 |
| City | ROSEVILLE | City |
| State | CA | State |
| ZIP Code | 95661 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952822367 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA DENTAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALI | NameControl |
| Phone | 9165545307 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 13749 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 958534749 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT SPINELLI | Name |
| Title | CFO | Title |
| Phone | 9165545307 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER A WASHBURN CPA | Name |
| PTIN | P00111127 | PTIN |
| Phone | 9169293680 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT SPINELLI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K STREET | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27741083 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CDA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | CDA IS COMMITTED TO THE SUCCESS OF OUR MEMBERS IN SERVICE TO THEIR PATIENTS AND THE PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 49 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 49 | NbrIndependentVotingMembers |
| Total Nbr Employees | 145 | TotalNbrEmployees |
| Total Nbr Volunteers | 438 | TotalNbrVolunteers |
| Total Gross UBI | 506222 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -391585 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17644222 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17798552 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 726260 | InvestmentIncomePriorYear |
| Investment Income Current Year | 775260 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1377034 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1348580 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19747516 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19922392 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 55151 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 80534 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9354981 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9467386 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13428163 | OtherExpensePriorYear |
| Other Expenses Current Year | 12613273 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22838295 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22161193 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3090779 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2238801 | RevenuesLessExpensesCY |
| Total Assets BOY | 194695687 | TotalAssetsBOY |
| Total Assets EOY | 201348284 | TotalAssetsEOY |
| Total Liabilities BOY | 8256804 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8596378 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 186438883 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 192751906 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE CALIFORNIA DENTAL ASSOCIATION IS COMMITTED TO THE SUCCESS OF OUR MEMBERS IN SERVICE TO THEIR PATIENTS AND THE PUBLIC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | CDA PRESENTS THE ART AND SCIENCE OF DENTISTRY - PROFESSIONAL TRADE SHOWS. TOTAL ANNUAL ATTENDANCE FOR SHOWS ARE APPROXIMATELY 42,000. THIS INCLUDES ASSOCATION MEMBERS AND DENTAL PROFESSIONALS. CONTINUING EDUCATION CREDIT, SPECIALIZED SEMINARS, AND PROFESSIONAL SERVICES ARE AVAILABLE FOR ATTENDEES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEGRATED MEMBERSHIP COMMUNICATIONS INCLUDING MASS ADVERTISING, CAMPAIGN PROMOTING AND GENERAL DENTAL WELFARE. MONTHLY PUBLICATIONS INCLUDE: JOURNAL OF THE CALIFORNIA DENTAL ASSOCIATION, A SCIENTIFIC, PEER-REVIEWED PUBLICATION AND CDA UPDATE, A MONTHLY MEMBERSHIP NEWSLETTER. MONTHLY CIRCULATION FOR EACH PUBLICATION IS APPROXIMATELY 22,000. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADVOCACY - CDA RESPONDS TO AND ANTICIPATES THE TOP ISSUES FACING THE DENTAL PROFESSION BY TAKING POSITIONS ON ISSUES FROM ABUSE DETECTION AND REPORTING TO HEALTH-CARE REFORM, LICENSING AND THIRD-PARTY PAYMENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 1 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 200 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 145 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 49 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 49 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KEVIN ROACH | NamePerson |
| Telephone Number | 9165545307 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K STREET NO 1511 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (64 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| GARY L DOUGAN DDS MPH | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN C CROWSON DMD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DENISE A HABJAN DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RONALD D ROBIN DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DONALD P ROLLOFSON DMD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BELINDA L BALAIS DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH A DEMICHELIS DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT A GANDOLA DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GARY N HERMAN DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALAN W HOFFMAN DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JASON L JETER DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT D LYNDS DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| NATASHA A LEE DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM T MEYER DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| M SADEGH NAMAZIKHAH DMD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| W THOMAS PELTON DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL J SCHNEIDER DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JOHN E BOLAND III DDS MSD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVE FAMILI DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| CURTIS D RAFF DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ALAN R STEIN DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JANICE M SUGIYAMA DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KENNETH G WALLIS DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN C FONG DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN R FRAWLEY DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY T JONES DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS E LENHART II DMD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GERALYN M MENOLD DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH A VAN TASSELL DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| NARENDRA G VYAS DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| SCOTT R ADISHIAN DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL P BELLUSCIO DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD T KAO DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN M KEATING DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| JANICE G MORENO SCOTT DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| W CRAIG NOBLETT DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT E REED DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DOUGLAS N CHRISTIANSEN DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GERALD L DANIELSON DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL W MARSHALL DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| GERALD M MIDDLETON DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| BERT D ROULEAU DMD | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| VALERIE M GODFREY DDS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANDREW P SODERSTROM DDS | ||||||||
| PRESIDENT | 15.00 | X | 75000 | 0 | 0 | X | ||
| LINDSEY A ROBINSON DDS | ||||||||
| VICE PRESIDENT | 15.00 | X | 35000 | 0 | 0 | X | ||
| CLELAN G EHRLER DDS | ||||||||
| TREASURER | 15.00 | X | 35000 | 0 | 0 | X | ||
| JAMES D STEPHENS | ||||||||
| SECRETARY | 15.00 | X | 35000 | 0 | 0 | X | ||
| DANIEL G DAVIDSON DMD | ||||||||
| PRESIDENT-ELECT | 15.00 | X | 45000 | 0 | 0 | |||
| THOMAS H STEWART DDS | ||||||||
| IMMEDIATE PAST PRESIDENT | 15.00 | X | 25000 | 0 | 0 | |||
| PETER DUBOIS | ||||||||
| EXECUTIVE DIRECTOR/CEO | 32.00 | 532676 | 0 | 34198 | X | |||
| ELIZABETH SNOW | ||||||||
| CHIEF OPERATING OFFICER | 32.00 | 275772 | 0 | 37370 | X | |||
| ROBERT SPINELLI | ||||||||
| CHIEF FINANCE OFFICER | 18.00 | 259885 | 0 | 46741 | X | |||
| CATHY MUDGE | ||||||||
| CHIEF ADMIN OFFICER | 11.00 | 175973 | 52500 | 27698 | X | |||
| ALISON SANDMAN | ||||||||
| GENERAL COUNSEL | 14.00 | 205685 | 0 | 36220 | X | |||
| DAVID LAMAR | ||||||||
| VP INFORMATION TECHNOLOGY | 18.00 | 186143 | 0 | 34098 | X | |||
| JENNIFER GEORGE | ||||||||
| VICE PRESIDENT - MARKETING | 21.00 | 189005 | 0 | 19921 | X | |||
| LYNN MARKS | ||||||||
| VP HUMAN RESOURCES | 18.00 | 171516 | 0 | 33796 | X | |||
| KEVIN ROACH | ||||||||
| VICE PRESIDENT FINANCE | 11.00 | 176749 | 0 | 34194 | X | |||
| JUDITH BABCOCK | ||||||||
| VICE PRESIDENT MEMBER PROG | 40.00 | 151079 | 0 | 24937 | X | |||
| DEBORAH IRWIN | ||||||||
| VP MEETINGS AND CONVENTIONS | 40.00 | 144721 | 0 | 39709 | X | |||
| POLIN CHAN | ||||||||
| AVP, SYSTEMS | 18.00 | 125275 | 0 | 16289 | X | |||
| COREY GERHARD | ||||||||
| ADVERTISING MANAGER | 40.00 | 128625 | 0 | 16524 | X | |||
| GAYLE MATHE | ||||||||
| DIRECTOR OF POLICY DEVELOP | 40.00 | 127811 | 0 | 19361 | X | |||
| CARRIE GORDON | ||||||||
| VICE PRESIDENT GOVERNMENT AFFAIRS | 40.00 | 123662 | 0 | 30478 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3224577 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 52500 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 451534 | TotalOtherCompensation |
| Number Individuals GT100 K | 25 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SMG FOOD & BEV | |||||
| 747 HOWARD ST 5TH FLOOR | SAN FRANCISCO | CA | 94103 | FOOD & BEVERAGE SERVICES | 244541 |
| DAWN WEEKS ALSPAUGH | |||||
| 4817 CHICAGO AVENUE | FAIR OAKS | CA | 95628 | CONSULTANT - PROJECT MANAGER | 144797 |
| NOTEWARE GOVERNMENT RELATIONS | |||||
| 1201 K STREET 1030 | SACRAMENTO | CA | 95814 | GOVERNMENT RELATIONS | 132539 |
| RANDI TAYLOR | |||||
| PO BOX 170460 | SAN FRANCISCO | CA | 94117 | PRINTING & DESIGN SERVICES | 129905 |
| MAKAR ANAHEIM-ANAHEIM HILTON | |||||
| 777 CONVENTION WAY | ANAHEIM | CA | 92802 | ACCOMODATIONS | 114894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 9001057 | 9001057 | |
| SEMINAR OR TRADESHOW I | 900099 | 7454385 | 7454385 | |
| PUBLICATIONS | 511120 | 1221339 | 354269 | 867070 |
| RENTAL INCOME - CDAF | 531120 | 121771 | 121771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17798552 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 682110 | TotalRevenueColumn |
| Unrelated Business Revenue | 1261 | UnrelatedBusinessRevenue |
| Exclusion | $680,849 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 790897 | TotalRevenueColumn |
| Exclusion | $790,897 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1021554 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1205920 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -184366 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -184366 | TotalRevenueColumn |
| Unrelated Business Revenue | -422109 | UnrelatedBusinessRevenue |
| Exclusion | $237,743 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6705921 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6612771 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 93150 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93150 | TotalRevenueColumn |
| Exclusion | $93,150 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| SPONSORSHIP REVENUE | 511190 | 536456 | $536,456 | |
| MISCELLANEOUS REVENUE | 900099 | 205593 | $145,593 | 60000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 742049 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19922392 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16931482 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 506222 | UnrelatedBusinessRevenue |
| Exclusion | $2,484,688 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80534 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2956158 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4324275 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408900 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1266514 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 511539 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192996 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41782 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1231692 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193969 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 731291 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 729210 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2165105 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1498746 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3019530 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 590083 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291567 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| PRINTING & PUBLICATIONS | 1155481 |
| BANK CHARGES | 544012 |
| INCOME TAX | 98677 |
| TRAINING & TUITION | 39005 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90127 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22161193 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4723346 | BOY |
| EOY | 4882755 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 921020 | BOY |
| EOY | 1055395 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 598797 | BOY |
| EOY | 808571 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11388586 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6921213 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4632774 | BOY |
| EOY | 4467373 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23199276 | BOY |
| EOY | 23833937 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159387400 | BOY |
| EOY | 165136236 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1233074 | BOY |
| EOY | 1164017 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194695687 | BOY |
| EOY | 201348284 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4136359 | BOY |
| EOY | 4590582 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4164177 | BOY |
| EOY | 4012481 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -43732 | BOY |
| EOY | -6685 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8256804 | BOY |
| EOY | 8596378 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186438883 | BOY |
| EOY | 192751906 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186438883 | BOY |
| EOY | 192751906 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194695687 | BOY |
| EOY | 201348284 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2238801 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 8551824 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 0 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
| Amt Of4955 Tax | 0 | AmtOf4955Tax |
| Amt Of4955 Tax On Managers | 0 | AmtOf4955TaxOnManagers |
| Amt Expended For527 Activities | 0 | AmtExpendedFor527Activities |
| Amt Of Internal Funds Contributed | 0 | AmtOfInternalFundsContributed |
| Total Exmpt Function Expenditures | 0 | TotalExmptFunctionExpenditures |
| Form1120 Pol Filed | 0 | Form1120PolFiled |
Sec527 Pol Orgs Sec527PolOrgs
Name Of527 Organization NameOf527Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIF DENTAL PAC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K ST 15TH FL | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237090703 | EIN |
| Amt Pd From Internal Funds | 0 | AmtPdFromInternalFunds |
| Amt Of Contribs Recd Delivered | 2037951 | AmtOfContribsRecdDelivered |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 9001057 | DuesAssessments |
| Non Ded Lobby Political Current | 761374 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 761374 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 1378282 | AggrAmtReportedInDuesNotices |
| Taxable | -$616,908 | TaxableAmount |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1468471 | OtherCostOrOtherBasis |
| Book Value | 1468471 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1697557 | OtherCostOrOtherBasis |
| Depreciation | 592227 | Depreciation |
| Book Value | 1105330 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3790998 | OtherCostOrOtherBasis |
| Depreciation | 2979297 | Depreciation |
| Book Value | 811701 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4431560 | OtherCostOrOtherBasis |
| Depreciation | 3349689 | Depreciation |
| Book Value | 1081871 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4467373 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 165136236 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 165136236 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED INCOME TAX | -$11,014 |
| DUE TO RELATED PARTIES | $4,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | -6685 | TotalOfAmounts |
| Total Revenue | 19922392 | TotalRevenue |
| Total Expenses | 22161193 | TotalExpenses |
| Excess Or Deficit For Year | -2238801 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4796395 | NetUnrealizedGLOnInvestments |
| Other | $3,755,429 | OtherAmount |
| Total Adjustments | 8551824 | TotalAdjustments |
| Excess Or Deficit Per FS | 6313023 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | SINCE JANUARY 1, 2009, THE ASSOCIATION HAS ACCOUNTED FOR THE UNCERTAINTY OF INCOME TAXES UNDER ASC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. UNDER THESE PROVISIONS, ONLY TAX POSITIONS THAT MET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ON JANUARY 1, 2009 WERE RECOGNIZED OR CONTINUE TO BE RECOGNIZED UPON ADOPTION. THE ASSOCIATION PREVIOUSLY RECOGNIZED INCOME TAX PROVISIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT WAS REASONABLY POSSIBLE THAT A LIABILITY HAD BEEN INCURRED FOR UNRECOGNIZED INCOME TAX BENEFITS BY APPLYING ASC, ACCOUNTING FOR CONTINGENCIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | RELATED PARTY INCOME RECORDED BUT NOT INCLUDED ON FORM 990 3,194,036. BOOK PASSTHROUGH LOSS ADJUSTMENT 561,393. TOTAL TO SCHEDULE D, PART XI, LINE 8: 3,755,429. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CALIFORNIA DENTAL ASSOCIATION FOUNDATION | |||||||
| 1201 K STREET | SACRAMENTO | CA | 95814 | 680411536 | 501(C)(3) | 492898 | DENTAL CARE |
| THE CHILDRENS DENTAL HEALTH PROJECT | |||||||
| 1020 19TH ST NW STE 400 | WASHINGTON DC | DC | 20036 | 061561317 | 501(C)(3) | 10000 | DENTAL CARE FOR CHILDREN |
| MISSOURI DENTAL ASSOCIATION FOUNDATION | |||||||
| 3340 AMERICAN AVE | JEFFERSON CITY | MO | 65109 | 431133855 | 501(C)(3) | 10000 | DISASTER RELIEF FOR JOPLIN, MO |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER DUBOIS | |||||||||||||
| 436676 | 0 | 84000 | 0 | 12000 | 0 | 13790 | 0 | 20408 | 0 | 566874 | 0 | 0 | 0 |
| ELIZABETH SNOW | |||||||||||||
| 275772 | 0 | 0 | 0 | 0 | 0 | 16527 | 0 | 20843 | 0 | 313142 | 0 | 0 | 0 |
| ROBERT SPINELLI | |||||||||||||
| 229085 | 0 | 30800 | 0 | 0 | 0 | 17150 | 0 | 29591 | 0 | 306626 | 0 | 0 | 0 |
| CATHY MUDGE | |||||||||||||
| 150623 | 52500 | 25350 | 0 | 0 | 0 | 11004 | 3668 | 10421 | 2605 | 197398 | 58773 | 0 | 0 |
| ALISON SANDMAN | |||||||||||||
| 184085 | 0 | 21600 | 0 | 0 | 0 | 14391 | 0 | 21829 | 0 | 241905 | 0 | 0 | 0 |
| DAVID LAMAR | |||||||||||||
| 169843 | 0 | 16300 | 0 | 0 | 0 | 12269 | 0 | 21829 | 0 | 220241 | 0 | 0 | 0 |
| JENNIFER GEORGE | |||||||||||||
| 165755 | 0 | 23250 | 0 | 0 | 0 | 13223 | 0 | 6698 | 0 | 208926 | 0 | 0 | 0 |
| LYNN MARKS | |||||||||||||
| 156016 | 0 | 15500 | 0 | 0 | 0 | 11967 | 0 | 21829 | 0 | 205312 | 0 | 0 | 0 |
| KEVIN ROACH | |||||||||||||
| 155149 | 0 | 21600 | 0 | 0 | 0 | 12365 | 0 | 21829 | 0 | 210943 | 0 | 0 | 0 |
| JUDITH BABCOCK | |||||||||||||
| 135479 | 0 | 15600 | 0 | 0 | 0 | 4529 | 0 | 20408 | 0 | 176016 | 0 | 0 | 0 |
| DEBORAH IRWIN | |||||||||||||
| 129961 | 0 | 14760 | 0 | 0 | 0 | 10118 | 0 | 29591 | 0 | 184430 | 0 | 0 | 0 |
| CARRIE GORDON | |||||||||||||
| 123662 | 0 | 0 | 0 | 0 | 0 | 8649 | 0 | 21829 | 0 | 154140 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | SCHEDULE J PART 1 LINE 1A TRAVEL FOR COMPANIONS CDA'S EXECUTIVE DIRECTOR MAY HAVE OCCASION TO ATTEND APPROVED CONFERENCES, SEMINARS AND OTHER BUSINESS FUNCTIONS THAT MAY REQUIRE THE ATTENDANCE OF HIS SPOUSE. CDA HAS DETERMINED THAT FOR THESE CONFERENCES OR EVENTS THAT MAY REQUIRE HIS SPOUSE'S ATTENDANCE, THE BUSINESS PURPOSE UNDER THE ACCOUNTABLE PLAN RULES IS MET AND CDA WILL PROVIDE TRAVEL EXPENSES FOR THE SPOUSE. HEALTH OR SOCIAL CLUB DUES - CDA PROVIDES A SOCIAL CLUB MEMBERSHIP IN SACRAMENTO FOR THE EXECUTIVE DIRECTOR. THE MEMBERSHIP ALLOWS CDA TO HOLD STRATEGIC PLANNING AND VARIOUS OTHER MEETINGS OR EVENTS AT THE CLUB. CDA HAS DETERMINED THAT FOR THESE MEETINGS, THE BUSINESS PURPOSE UNDER THE ACCOUNTABLE PLAN RULES IS MET, AND THEREFORE THESE DUES ARE TREATED AS REASONABLE BUSINESS EXPENSES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE BOARD ARE SUBJECT TO RATIFICATION BY THE HOUSE OF DELEGATES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATION'S CFO AND VP OF FINANCE WORK CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO PREPARE THE RETURN; AND REVIEWS THE DRAFT OF THE FORM 990 PRIOR TO PROVIDING THE DRAFT TO THE AUDIT COMMITTEE. IN ADDITION TO CONSULTING WITH THE CFO AND VP OF FINANCE, THE AUDIT COMMITTEE ALSO MET WITH THE ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE INFORMED THE BOARD THAT IT HAD REVIEWED THE FORM 990 AND THE FINAL DRAFT WAS PROVIDED TO THE ENTIRE VOTING BOARD BEFORE THE RETURN WAS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CDA LEGAL DEPARTMENT IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONAIRES ARE REVIEWED BY THE LEGAL DEPARTMENT AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VERBALLY OR VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; AND (4) THE TRANSACTION OF ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | AN EVALUATION COMMITTEE, ESTABLISHED AND OUTLINED BY THE BY-LAWS OF THE ASSOCIATION AND COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION AGREEMENT, IS ACCOUNTABLE FOR SETTING REASONABLE COMPENSATION PACKAGES FOR ALL OFFICERS REPORTING TO A BOARD (INCLUDING THE EXECUTIVE DIRECTOR). THE EVALUATION COMMITTEE DEVELOPS, CONSISTENT WITH THE ORGANIZATION'S STRATEGIC PLAN, PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION FOR EACH OFFICER REPORTING TO A BOARD. THE EVALUATION COMMITTEE ALSO HIRES A QUALIFIED INDEPENDENT COMPENSATION EXPERT TO REVIEW, ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGES OF OFFICERS AND KEY EMPLOYEES. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM THE INDEPENDENT EXPERTS, I.E., TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX EXEMPT) FOR SIMILAR JOB RESPONSIBILITIES. THE COMMITTEE'S WRITTEN RECORDS INCLUDE: 1) THEIR DELIBERATIONS AND CONCLUSIONS; (2) A LIST OF MEMBERS PRESENT DURING THE DISCUSSION AND DECISION PROCESS (INCLUDING MOTIONS MADE, APPROVED AND TABULATED); AND (3) A DESCRIPTION OF THE COMPARABLE DATA RELIED ON BY THE COMMITTEE. KEY DELIBERATIONS OF THE COMMITTEE ARE ALSO DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMMITTEE MEETING. KEY EMPLOYEES: CALIFORNIA DENTAL ASSOCIATION (CDA) USES A MARKET-BASED COMPENSATION PROGRAM TO ATTRACT, RETAIN AND MOTIVATE THE BEST EMPLOYEES POSSIBLE BY ENSURING IT PAYS COMPETITIVELY WHEN COMPARED WITH AN APPROPRIATE LABOR MARKET. CDA BENCHMARKS (I.E. COMPARES LIKE JOBS) AS MANY POSITIONS AS POSSIBLE USING RELIABLE SALARY SURVEYS THAT PROVIDE DATA FOR MARKETS WHERE CDA COMPETES FOR TALENT. BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS ARE CONSIDERED AS APPROPRIATE FOR EACH POSITION. CDA ESTABLISHES THE MIDPOINT OF ITS PAY RANGES AT THE 50TH PERCENTILE OF THE COMPETITIVE MARKETS. BASED ON DATA FROM THESE SURVEYS, CDA WORKS WITH OUTSIDE SUBJECT MATTER EXPERTS TO DEVELOP APPROPRIATE PAY RANGES AND STRUCTURES AND PLACES SIMILAR VALUE JOBS TOGETHER IN THE SAME PAY RANGES. THESE RANGES ARE USED TO PROVIDE GUIDANCE TO MANAGMENT UPON HIRING AND FOR FUTURE PAY DECISIONS. OUTSIDE SUBJECT MATTER EXPERTS ARE ALSO USED TO INDIVIDUALLY BENCHMARK SENIOR MANAGEMENT JOBS AND MAKE PAY RECOMMENDATIONS. CDA'S COMPENSATION PHILOSOPHY IS TO HIRE COMPETITIVELY BASED UPON MARKET, SKILLS, KNOWLEDGE, ABILITIES, AND PRIOR EXPERIENCE. MARKET DATA AND INVIDUAL PERFORMANCE ARE REVIEWED ANNUALLY IN DETERMINING PERFORMANCE BASED PAY INCREASES. A COMPENSATION MARKET ANALYSIS IS CONDUCTED ON A REGULAR BASIS AND ADJUSTMENTS ARE MADE TO THE SALARY RANGES AND STRUCTURES, AS REQUIRED. THIS PROCESS WAS REVIEWED AND APPROVED BY THE CDA AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 16B WHILE CDA HAS NOT ADOPTED A WRITTEN POLICY OR PROCEDURE REQUIRING STEPS BE TAKEN TO SAFEGUARD ITS TAX-EXEMPT STATUS WHEN ENTERING INTO JOINT VENTURE AGREEMENTS, BY PRACTICE, IT ONLY ENTERS INTO SUCH AGREEMENTS WHERE CDA IS A CONTROLLING PARNTER OR MEMBER AND SPECIFIC LANGUAGE HAS BEEN ADDED TO THE JOINT VENTURE AGREEMENT WHICH STATES THAT THE JOINT VENTURE WILL FOLLOW CDA'S EXEMPT PURPOSE AND REMAIN IN-LINE WITH THOSE PRINCIPALS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. | |
| FORM 990, PART VII, SECTION A | THE FOLLOWING INDIVIDUALS LISTED ON FORM 990 PART VII ALSO WORKED FOR RELATED ORGANIZATIONS. THE FOLLOWING IS AN ESTIMATE OF THEIR TIME SPENT WORKING FOR RELATED ORGANIZATIONS: PETER A. DUBOIS - 8 HR/WK ROBERT SPINELLI - 22 HR/WK KEVIN ROACH - 29 HR/WK ALISON SANDMAN - 26 HR/WK CATHY MUDGE - 29 HR/WK DAVID LAMAR - 22 HR/WK JENNIFER GEORGE - 19 HR/WK LYNN MARKS - 22 HR/WK POLIN CHAN - 22 HR/WK ELIZABETH SNOW - 8 HR/WK | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 4,796,395. RELATED PARTY INCOME RECORDED BUT NOT INCLUDED ON FORM 990 3,194,036. BOOK PASSTHROUGH LOSS ADJUSTMENT 561,393. TOTAL TO FORM 990, PART XI, LINE 5: 8,551,824. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED THE OVERSIGHT PROCESS OR SELECTION PROCESS IN REGARDS TO THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA DENTAL ASSOCIATION - ROTUNDA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 13749 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 94583 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952822367 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Total Income | -420848 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CDA FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 K STREET SUITE 1511 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680411536 | EIN |
| Primary Activities | EDUCATION | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CDA ROTUNDA PARTNERS LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 13749 | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95812 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680201866 | EIN |
| Primary Activity | REAL ESTATE | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | INVESTMENT | PredominantIncomeType |
| Share Of Total Income | -420848 | ShareOfTotalIncome |
| Share Of EOY Assets | 35514888 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 1.00000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CDA HOLDING COMPANY INC | |||||||||||
| POST OFFICE BOX 13749 | SACRAMENTO | CA | 95853 | 680317339 | MGMT | CA | N/A | C | -93481 | 165833823 | 1.00000 |
| THE DENTISTS INSURANCE CO | |||||||||||
| POST OFFICE BOX 13749 | SACRAMENTO | CA | 95853 | 942698799 | INSURANCE | CA | N/A | C | 621951 | 279854729 | 1.00000 |
| TDIC INSURANCE SOLUTIONS | |||||||||||
| POST OFFICE BOX 13749 | SACRAMENTO | CA | 95853 | 680065239 | BROKER | CA | N/A | C | 2519945 | 21453198 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| TDIC INSURANCE SOLUTIONS | ||
| A | 555196 | FINANCIAL RECORDS |
| THE DENTISTS INSURANCE COMPANY | ||
| A | 436582 | FINANCIAL RECORDS |
| CDA ROTUNDA PARTNERS LLC | ||
| A | 20550 | FINANCIAL RECORDS |
| CDA FOUNDATION | ||
| A | 121771 | FINANCIAL RECORDS |
| CDA FOUNDATION | ||
| B | 492898 | FINANCIAL RECORDS |
| TDIC INSURANCE SOLUTIONS | ||
| P | 2805824 | FINANCIAL RECORDS |
| THE DENTISTS INSURANCE COMPANY | ||
| P | 3300748 | FINANCIAL RECORDS |
| CDA ROTUNDA PARTNERS LLC | ||
| P | 341118 | FINANCIAL RECORDS |
| CDA FOUNDATION | ||
| P | 639202 | FINANCIAL RECORDS |
| CDA ROTUNDA PARTNERS LLC | ||
| D | 34573604 | FINANCIAL RECORDS |