2012-03-06T06:25:17-06:00 2011-06-30 LARSONALLEN LLP 2900 SOUTH QUINCY STREET SUITE 150 ARLINGTON VA 22206 990 2010-07-01 911993281 AMERICAN DENTAL EDUCATION ASSOCIATION AMER 2022897201 1400 K STREET NW NO 1100 WASHINGTON DC 20005 RICHARD VALACHOVIC 2022897201 2012-03-06 1 ROBERT CASEY 7039985100 2010 2016-02-24 21:20:13Z RICHARD VALACHOVIC 1400 K STREET NW NO 1100 WASHINGTON DC 20005 21540713 0 X WWW.ADEA.ORG X 1923 DC THE MISSION OF THE AMERICAN DENTAL EDUCATION ASSOCIATION IS TO LEAD 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. 11 10 66 0 432915 -3747 1841938 1250877 15944063 17607750 -216177 337983 11481 21647 17581305 19218257 514735 284353 0 0 5707157 6413256 4875 0 268409 10072870 11669042 16299637 18366651 1281668 851606 15488249 18272228 7521947 8586534 7966302 9685694 X THE MISSION OF THE AMERICAN DENTAL EDUCATION ASSOCIATION IS TO LEAD 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 5074841 13577022 EDUCATIONAL PATHWAYSAADSAS IS AVAILABLE TO ALL STUDENTS APPLYING TO DENTAL SCHOOLS PARTICIPATING IN THE APPLICATION SERVICE. AADSAS IS A CENTRALIZED APPLICATION SERVICE SPONSORED BY THE ASSOCIATION 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. PASS IS CENTRALIZED APPLICATION SERVICE FOR MORE THEN 500 PARTICIPATING POSTDOCTORAL DENTAL EDUCATION PROGRAMS. 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. 4749446 220101 1216180 PROFESSIONAL DEVELOPMENTTHE AMERICAN DENTAL EDUCATION ASSOCIATION OFFICE OF PROFESSIONAL DEVELOPMENT COORDINATES AND PROVIDES ALL LOGISTICAL SUPPORT AND PROGRAM DEVELOPMENT AND REVIEW FOR ALL MEETINGS, CONFERENCES AND WORKSHOPS SPONSORED BY THE ASSOCIATION. THE ASSOCIATION HOLDS OVER 50 MEETINGS A YEAR INCLUDING THE ANNUAL SESSION WHICH ATTRACTS OVER 2,000 DENTAL EDUCATORS. 1561341 15500 7275 EDUCATION, POLICY, AND RESEARCHTHE AMERICAN DENTAL EDUCATION ASSOCIATION CENTER FOR EDUCATION, POLICY AND RESEARCH CONDUCTS EDUCATIONAL POLICY RESEARCH AND STUDIES IN AREAS RELEVANT TO THE NEEDS OF DENTAL EDUCATION OVER THE NEXT 5 TO 10 YEARS. IN ADDITION, IT STIMULATES DISCUSSION AND RECOMMENDS POLICIES TO AMERICAN DENTAL EDUCATION ASSOCIATION 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 AND EMPHASIZE HOW ITS UNIQUE ACTIVITIES CONTRIBUTE TO AS WELL AS BENEFIT FROM THE PARENT INSTITUTION. THE CEPR ALSO GUIDES THE DEVELOPMENT OF FUTURE LEADERS FOR DENTAL EDUCATION AND HIGHER EDUCATION. 1202298 2500 PUBLIC POLICY AND ADVOCACYTHE AMERICAN DENTAL EDUCATION ASSOCIATION CENTER FOR PUBLIC POLICY AND ADVOCACY REPRESENTS ACADEMIC DENTAL EDUCATION INSTITUTIONS ON CAPITOL HILL, AFFECTING LEGISLATION THAT WILL SHAPE THE FUTURE OF DENTAL EDUCATION. THE MISSION OF AMERICAN DENTAL EDUCATION ASSOCIATION IS TO LEAD INDIVIDUALS AND INSTITUTIONS OF THE DENTAL EDUCATION COMMUNITY IN ADDRESSING CONTEMPORARY ISSUES INFLUENCING EDUCATION, RESEARCH, AND THE DELIVERY OF ORAL HEALTH CARE FOR THE IMPROVEMENT OF THE HEALTH OF THE PUBLIC. 1255985 750 653575 PUBLICATIONS/MEMBER SERVICESTHE PUBLICATIONS FUNCTION OF THE DIVISION OF MEMBER SERVICES FOCUSES ON PUBLICATIONS, MEMBER SERVICES AND PUBLIC RELATIONS. OF CRITICAL IMPORTANCE IS ITS ROLE IN PUBLISHING THE SCHOLARLY JOURNAL, THE JOURNAL OF DENTAL EDUCATION AND MEMBERSHIP NEWS AND EVENTS THROUGH THE BULLETIN OF DENTAL EDUCATION. 1030510 99412 KNOWLEDGE MANAGEMENTTHE AMERICAN DENTAL EDUCATION ASSOCIATION DIVISION OF KNOWLEDGE MANAGEMENT ARCHIVES, REPURPOSES AND DISSEMINATES CRITICAL ASSOCIATION DATA, INFORMATION, AND BEST PRACTICES IN SUPPORT OF THE STRATEGIC GOALS OF THE ORGANIZATION. 760456 40050 EQUITY AND DIVERSITYTHE AMERICAN DENTAL EDUCATION ASSOCIATION CENTER FOR EQUITY AND DIVERSITY (CED) SUPPORTS THE ADVANCEMENT OF WOMEN AND MINORITY INITIATIVES, ACCESS, DIVERSITY, AND RELATED ACTIVITIES OF THE ASSOCIATION. CED'S OBJECTIVES ARE TO (1) PROMOTE THE ADVANCEMENT OF WOMEN AND MINORITIES IN DENTAL EDUCATION; (2) ENDEAVOR TO IMPROVE RECRUITMENT AND RETENTION OF UNDERREPRESENTED MINORITIES AT ACADEMIC DENTAL INSTITUTIONS; (3) PROMOTE THE VALUE OF DIVERSITY IN HEALTH POLICY DEVELOPMENT ADN ADVOCACY AND; (4) FOSTER ALLIANCES AND LEVERAGE RESOURCES TO PROMOTE AND SUSTAIN DIVERSITY INITIATIVES. 439287 5452 2054286 MEMBERSHIPTHE AMERICAN DENTAL EDUCATION ASSOCIATION DIVISION OF MEMBER SERVICES FOCUSES ON PUBLICATIONS, MEMBER SERVICES, AND PUBLIC RELATIONS. OF CRITICAL IMPORTANCE IS ITS ROLE IN PUBLISHING THE SCHOLARLY JOURNAL THE JOURNAL OF DENTAL EDUCATION. (JDE) AND MEMBERSHIP NEWS AND EVENTS THROUGH THE BULLETIN OF DENTAL EDUCATION (BDE) 4688536 48752 2807273 16074164 1 1 0 1 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 1 0 1 53 0 1 66 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 RAFFA PC 2028225000 1899 L ST NW SUITE 600 WASHINGTON DC 20036 RICHARD VALACHOVIC 45.00 X X 431588 0 67197 SANDRA C ANDRIEU 2.00 X 0 0 0 RONALD J HUNT 2.00 X 0 0 0 LEO E ROUSE 2.00 X 0 0 0 MICHAEL A SIEGEL 2.00 X 0 0 0 BARBARA NORDQUIST 2.00 X 0 0 0 LILY T GARCIA 2.00 X 0 0 0 TODD E THIERER 2.00 X 0 0 0 EVELYN LUCAS PERRY 2.00 X 0 0 0 SUSAN J CRIM 2.00 X 0 0 0 JOHN N WILLIAMS 2.00 X 0 0 0 ABIGAIL GORMAN 45.00 X 234929 21827 54790 ANNE WELLS-BRUNSON 45.00 X 185998 0 42714 JACK BRESCH 45.00 X 225159 0 64200 EUGENE ANDERSON 45.00 X 169781 0 37767 M SUSAN SANDMEYER 45.00 X 152952 0 43022 RONALD RUPP 45.00 X 197120 0 53566 SUSAN KRUG 45.00 X 135653 0 40532 1733180 21827 403788 13 0 1 0 LIAISON INTERNATIONAL 311 ARSENAL ST WATERTOWN MA 02472 DATA/DEVELOPMENTAL PROCESSING 2873696 RAFFA PC 1899 L ST NW STE 600 WASHINGTON DC 20036 ACCOUNTING/HUMAN RESOURCES/CONSULTING 600489 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 241414 DENTAL LEARNING SYSTEMS LLC PO BOX 510 NEWTON PA 18940 CURRICULUM SERVICES 217392 16 28000 1222877 1250877 APPLICATION FEES 900099 13576092 13576092 MEMBERSHIP DUES 900099 2057111 2057111 MEETINGS REGISTRATION 900099 1195777 1195777 PUBLICATIONS 541800 778770 345855 432915 17607750 188960 188960 2471479 2322456 149023 149023 149023 MISCELLANEOUS 900099 21647 21647 21647 19218257 17174835 432915 359630 96155 96155 188198 188198 1744422 1404026 272591 67805 3568852 2413253 1079328 76271 393818 293439 91054 9325 355572 277240 76182 2150 350592 262590 81658 6344 283143 199483 83660 30984 30984 39725 39725 1699880 788572 899308 12000 939427 757177 178643 3607 3725812 3601674 123549 589 695573 21122 674451 757166 526138 223572 7456 2253674 2210913 42761 306359 109814 196545 78228 15201 63027 TEMPORARY HELP 256473 199783 56690 HONORARIUM 145803 145803 MARKETING 140993 140943 50 DUES AND SUBSCRIPTIONS 105400 73113 32287 EMPLOYEE PROF. DEVELOPM 97325 45056 52269 113077 2304471 -2274256 82862 18366651 16074164 2024078 268409 1350 1350 6924024 7745469 619498 445530 214474 368187 758671 935397 3721154 3051499 817507 669655 5950575 7949713 202150 156927 15488249 18272228 1721402 2145600 5154634 5898447 645911 542487 7521947 8586534 X 6664847 9190805 1301455 494889 7966302 9685694 15488249 18272228 X 851606 867786 X 0 1 1 X 0 X 1817425 2107130 1690575 1841937 1250877 8707944 12715975 13252003 13616044 15477131 17174835 72235988 330153 307022 331993 466932 432915 1869015 14863553 15666155 15638612 17786000 18858627 82812947 0 0 0 82812947 464817 413508 236590 145973 188960 1449848 464817 413508 236590 145973 188960 1449848 11481 21647 33128 15328370 16079663 15875202 17943454 19069234 84295923 0.98240 0.97430 0.01720 0.02010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17126 435083 452209 17646593 18098802 1000000 250000 0 0 936902 922207 962134 1000000 3821243 5731865 266278 393408 333896 452209 1445791 234226 230552 240534 250000 955312 1432968 17126 17126 1064049 660188 403861 2657105 2391311 265794 669655 DEFERRED CONSTRUCTION (LEASE) ALLOWANCE 501316 CONTRIBUTIONS PAYABLE 1750 DEFERED COMPENSATION 39421 542487 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: AMERICAN DENTAL EDUCATION ASSOCIATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), EXCEPT FOR TAXES ON INCOME UNRELATED TO ITS EXEMPT PURPOSE. THE ASSOCIATION FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, THE ASSOCIATION'S 2008, 2009 AND 2010 TAX YEARS ARE OPEN FOR EXAMINATION BY THE IRS. 1 COLLABORATING ACROSS BORDERS CO UNIVERSITY OF ARIZONA PO BOX 245105 TUSCON AZ 85724 742652689 501(C)(3) 15000 CONTRIBUTION AMERICAN STUDENT DENTAL ASSOCIATION 211 E CHICAGO AVE SUITE 700 CHICAGO IL 606112687 237136741 501(C)(6) 5000 NATIONAL DENTAL STUDENT LOBBY CONTRIBUTION WILLIAM J GIES FOUNDATION 1400 K ST NW SUITE 1100 WASHINGTON DC 20005 136143845 501(C)(3) 14000 CONTRIBUTION FOR GIES' GALA HOWARD UNIVERSITY OF DENTISTRY 600 WEST NW STE 521 WASHINGTON DC 20059 530204707 501(C)(3) 25000 CONTRIBUTION AMERICAN ASSOCIATION OF DENTAL BOARDS 211 EAST CHICAGO AVE STE 760 CHICAGO IL 60611 364478666 501(C)(3) 5000 CONTRIBUTION TO INDIVIDUAL PRESENTER INSTITUTE FOR THE ADVANCEMENT OF MULTICULTURAL AND MINORITY MEDICINE 1701 Q ST NW WASHINGTON DC 20009 331052248 501(C)(3) 10000 CONTRIBUTION TO INDIVIDUAL PRESENTER UNIVERSITY OF MICHIGAN 3003 S STATE STREET ANN ARBOR MI 48109 386006309 501(C)(3) 5452 CONTRIBUTION 6 1 CED E. NEIDLE FELLOWSHIP 2 6000 CED SMDEP PROGRAM 84 29550 OPD NATIONAL DENTAL STUDENT LOBBY DAY 2 14398 OPD FELLOWSHIP SUPPORT 19 83500 OPD LEADERSHIP INSTITUTE 1 20000 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 AMERICAN DENTAL EDUCATION ASSOCIATION'S STAFF LIAISON, PROVIDE EVIDENCE OF EXPENSES INCURRED OR REPORT TO AMERICAN DENTAL EDUCATION ASSOCIATION'S STAFF LIAISON ON THEIR ACTIVITIES, AS REQUIRED BY THE TERMS OF THE INDIVIDUAL GRANT. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 RICHARD VALACHOVIC 376532 0 55056 0 0 0 30000 0 37197 0 498785 0 0 0 ABIGAIL GORMAN 193024 17934 41905 3893 0 0 12280 1141 37852 3517 285061 26485 0 0 ANNE WELLS-BRUNSON 182071 0 3927 0 0 0 16500 0 26214 0 228712 0 0 0 JACK BRESCH 213032 0 12127 0 0 0 31764 0 32436 0 289359 0 0 0 EUGENE ANDERSON 160581 0 9200 0 0 0 8524 0 29243 0 207548 0 0 0 M SUSAN SANDMEYER 149811 0 3141 0 0 0 20204 0 22818 0 195974 0 0 0 RONALD RUPP 194265 0 2855 0 0 0 31857 0 21709 0 250686 0 0 0 SUSAN KRUG 131691 0 3962 0 0 0 14304 0 26228 0 176185 0 0 0 PART I, LINE 1A JEANNE SINKFORD RECEIVES FIRST CLASS TICKETS FOR CROSS-COUNTRY BUSINESS TRAVEL DUE TO A HEALTH CONDITION. THIS IS NOT INCLUDED AS COMPENSATION OR AS AN ADDITIONAL BENEFIT. AMOUNT: $2,131.90 (FOR TRAVEL TO SAN DIEGO). FORM 990, PART VI, SECTION A, LINE 6 INDIVIDUAL, CORPORATE AND INSTITUTIONAL DUES PAYING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS INVITES THE GENERAL MEMBERSHIP TO SUGGEST NOMINEES FOR THE OFFICE OF PRESIDENT-ELECT. MEMBERS MAY NOMINATE AS MANY INDIVIDUALS AS THEY WISH, INCLUDING THEMSELVES. COUNCIL ADMINISTRATIVE BOARDS MAY ALSO NOMINATE INDIVIDUALS. THE IMMEDIATE PAST-PRESIDENT AND THE VICE PRESIDENTS MEET AS A NOMINATING COMMITTEE TO CONSIDER ALL NOMINATIONS AND SHALL RECOMMEND ONE OR MORE CANDIDATES TO STAND FOR ELECTION. IF A VICE PRESIDENT OR COUNCILOR IS A NOMINEE, THE CHAIR FROM THAT VICE PRESIDENT'S OR COUNCILOR'S COUNCIL SERVES ON THE NOMINATING COMMITTEE TO ENSURE REPRESENTATION FROM THE COUNCIL. ANY DELEGATE MAY PRESENT ADDITIONAL NOMINATIONS TO THE AMERICAN DENTAL EDUCATION ASSOCIATION EXECUTIVE DIRECTOR FOR PRESIDENT-ELECT . ANY DELEGATE PRESENTING A NOMINATION MUST OBTAIN THE CANDIDATE'S CONSENT TO RUN AND A COPY OF THE CANDIDATE'S CURRICULUM VITA, WHICH WILL BE MADE AVAILABLE FOR DELEGATES' REVIEW PRIOR TO THE ANNUAL SESSION. 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 FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND THE FINANCE COMMITTEE FOR THEIR REVIEW AND COMMENTS. ALL COMMENTS ARE ADDRESSED BEFORE FINAL COPY IS FILED. FORM 990, PART VI, SECTION B, LINE 12C AMERICAN DENTAL EDUCATION ASSOCIATION EMPLOYEES, OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY POTENTIAL CONFLICTS OF INTEREST. ANY CONFLICTS THAT COME TO THE ATTENTION OF THE BOARD OF DIRECTORS ARE DISCUSSED AND RESOLVED ACCORDING TO THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR THE BOARD OF DIRECTORS APPROVES A SALARY INCREASE AMOUNT TO BE APPLIED ACROSS THE BOARD TO ALL REGULAR, NON-TEMPORARY EMPLOYEES WHO WERE EMPLOYED ON OR BEFORE NOVEMBER 1, 2009, LESS THE EXECUTIVE DIRECTOR. IN JUNE 2010 THE BOARD APPROVED A 3% INCREASE FOR STAFF WHICH WAS APPLIED TO EACH EMPLOYEE ON THE COMPENSATION INFORMATION SCHEDULE. FORM 990, PART VI, SECTION C, LINE 19 ADEA MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND POLICIES AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 867,786. WILLIAM J GIES FOUNDATION 1400 K STREET NW SUITE 1100 WASHINGTON DC 20036 136143845 DENTAL EDUCATION, RESEARCH, LEADERSHIP AND RECOGNITION NY 501(C)(3) LINE 7 AMERICAN DENTAL EDUCATION ASSOCIATION 1 0 1 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 WILLIAM J GIES FOUNDATION K 448819 BOOK VALUE WILLIAM J GIES FOUNDATION N 72657 BOOK VALUE WILLIAM J GIES FOUNDATION O 247100 BOOK VALUE WILLIAM J GIES FOUNDATION P 101441 BOOK VALUE WILLIAM J GIES FOUNDATION B 14000 BOOK VALUE WILLIAM J GIES FOUNDATION C 28000 BOOK VALUE THIS RETURN IS BEING FILED BETWEEN MARCH 1, 2012, AND MARCH 30, 2012, AS DIRECTED BY THE IRS IN NOTICE 2012-4, BECAUSE ELECTRONIC FILING WAS NOT AVAILABLE JANUARY 1, 2012 THROUGH FEBRUARY 29, 2012. WE REQUEST THAT PENALTIES BE WAIVED BECAUSE IT WOULD BE INEQUITABLE TO IMPOSE A PENALTY ON US DUE TO THE UNUSUAL CIRCUMSTANCES REQUIRING US TO DELAY THE FILING OF THIS RETURN.