WISCONSIN DENTAL ASSOCIATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN DENTAL ASSOCIATION INC (EIN 39-0716117)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201222289349301412
- 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 | 2012-08-15T09:00:18-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8215 GREENWAY BOULEVARD SUITE 600 | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | 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 | 390716117 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN DENTAL ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WISC | NameControl |
| Phone | 4142764520 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6737 WEST WASHINGTON STREET STE | AddressLine1 |
| Address Line2 | 2360 | AddressLine2 |
| City | WEST ALLIS | City |
| State | WI | State |
| ZIP Code | 53214 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK PAGET | Name |
| Title | SECRETARY | Title |
| Phone | 4142764520 | Phone |
| Date Signed | 2012-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY ANDERSON CPA | Name |
| PTIN | P00188889 | PTIN |
| Phone | 6086628600 | 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 | MARK PAGET | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6737 WEST WASHINGTON STREET STE | AddressLine1 |
| Address Line2 | 2360 | AddressLine2 |
| City | WEST ALLIS | City |
| State | WI | State |
| ZIP Code | 53214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3057036 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.WDA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1870 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | ADVANCE THE INTERESTS OF WDA MEMBERS AND THE DENTAL PROFESSION BY PROMOTING PROFESSIONAL EXCELLENCE AND QUALITY ORAL HEALTH CARE FOR THE PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 21 | TotalNbrEmployees |
| Total Nbr Volunteers | 22 | TotalNbrVolunteers |
| Total Gross UBI | 278331 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 46251 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 315300 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 360488 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2219275 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2242478 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 25106 | InvestmentIncomePriorYear |
| Investment Income Current Year | 47699 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 355877 | OtherRevenuePriorYear |
| Other Revenue Current Year | 406371 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2915558 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3057036 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1249322 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1286732 | 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 | 1696832 | OtherExpensePriorYear |
| Other Expenses Current Year | 1807119 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2946154 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3093851 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -30596 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -36815 | RevenuesLessExpensesCY |
| Total Assets BOY | 6313421 | TotalAssetsBOY |
| Total Assets EOY | 6273860 | TotalAssetsEOY |
| Total Liabilities BOY | 2046719 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1995843 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4266702 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4278017 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ADVANCE THE INTERESTS OF WDA MEMBERS AND THE DENTAL PROFESSION BY PROMOTING PROFESSIONAL EXCELLENCE AND QUALITY ORAL HEALTH CARE FOR THE PUBLIC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | WDA AND ITS MEMBERS ARE COMMITTED TO PROMOTING PROFESSIONAL EXCELLENCE AND QUALITY ORAL HEALTH CARE. WDA SERVED MEMBERS BY PROVIDING PROGRAMS AND SERVICES THAT ITS MEMBERS AGREE PROVIDE THEM WITH REAL VALUE. WDA ADVOCATED FOR PUBLIC-POLICY ON ORAL HEALTH CARE. WDA IS THE ADVOCATE FOR QUALITY ORAL HEALTH CARE IN ALL PUBLIC POLICY ISSUES. WDA EDUCATED THE PUBLIC ON ORAL HEALTH AND DELIVERY OF CARE. WDA IS RECOGNIZED AS THE PUBLIC'S AUTHORITATIVE SOURCE OF ORAL HEALTH CARE INFORMATION. WDA EMPOWERED ITS MEMBERS AND STAFF FOR ORGANIZATIONAL AND MEMBER SUCCESS. WDA HAS DEVELOPED GOVERNANCE SYSTEMS AND BUSINESS PROCESSES TO EMPOWER ITS MEMBERS, STAFF AND PARTNERS FOR MAXIMUM ORGANIZATIONAL ACHIEVEMENT AND MEMBER EFFECTIVENESS IN ASSOCIATION INITIATIVES. WITH MORE THAN 3,000 MEMBERS STATEWIDE, THE WDA REPRESENTS 85 PERCENT OF ALL LICENSED DENTISTS AND A GROWING NUMBER OF DENTAL HYGIENISTS IN WISCONSIN. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 42 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 21 | 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 | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS KELLY SICS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4147554102 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6737 WEST WASHINGTON STREET STE | AddressLine1 |
| City | WEST ALLIS | City |
| State | WI | State |
| ZIP Code | 53214 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DR PAUL LEVINE | ||||||
| TRUSTEE | 7.00 | X | 0 | 0 | 0 | |
| DR THOMAS NOCKERTS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DR JULIO RODRIGUEZ | ||||||
| TRUSTEE | 15.00 | X | 0 | 0 | 0 | |
| DR RYAN T BRADEN | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| DR JULIE FOX | ||||||
| TRUSTEE | 4.00 | X | 0 | 0 | 0 | |
| DR L STANLEY BRYSH | ||||||
| TRUSTEE | 6.00 | X | 0 | 0 | 0 | |
| DR DAVID J KENYON | ||||||
| TRUSTEE | 9.00 | X | 0 | 0 | 0 | |
| DR THOMAS RAIMANN | ||||||
| TRUSTEE | 6.00 | X | 0 | 0 | 0 | |
| DR NED MURPHY | ||||||
| TRUSTEE | 12.00 | X | 0 | 0 | 0 | |
| DR JEFFREY NEHRING | ||||||
| TRUSTEE | 6.00 | X | 0 | 0 | 0 | |
| DR BARRETT STRAUB | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DR JEFFREY KRAIG | ||||||
| TRUSTEE | 6.00 | X | 0 | 0 | 0 | |
| DR DAVE CLEMENS | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| DR PETER HEHLI | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DR THOMAS KIELMA | ||||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 | |
| MR ANDREW RASSMUSSEN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DR DENNIS ENGEL | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DR KENT VANDEHAAR | ||||||
| PAST PRESIDENT | 2.00 | 0 | 0 | 0 | X | |
| DR JOHN R MOSER | ||||||
| TREASUER | 10.00 | 0 | 0 | 0 | X | |
| DR TIMOTHY DURTSCHE | ||||||
| VICE PRESIDENT | 15.00 | 0 | 0 | 0 | X | |
| DR EUGENE SHOEMAKER | ||||||
| PRESIDENT | 15.00 | 0 | 0 | 0 | X | |
| DR STEVEN STOLL | ||||||
| PRESIDENT ELECT | 23.00 | 0 | 0 | 0 | X | |
| MR MARK PAGET | ||||||
| SECRETARY/EXECUTIVE DIRECT | 38.00 | 168935 | 0 | 4127 | X | |
| MS JEANNE RUDE | ||||||
| CHIEF OPERATING OFFICER | 38.00 | 112961 | 0 | 525 | X | |
| DR RICHARD LOFTHOUSE | ||||||
| SPEAKER OF THE HOUSE | 2.00 | 0 | 0 | 0 | X | |
| DR ROBERT BRENNAN | ||||||
| EDITOR | 9.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 281896 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 4652 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 355988 | RelatedOrganizations |
| All Other Contributions | 4500 | AllOtherContributions |
| Total Contributions | 360488 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP DUES | 541900 | 1717779 | 1717779 | |
| WDA JOURNAL | 541800 | 194101 | 100491 | 93610 |
| CONTINUING EDUCATION | 611430 | 185710 | 185710 | |
| EXHIBIT FEES AND SUBSC | 900099 | 113360 | 113360 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31528 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26541 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4987 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2242478 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47699 | TotalRevenueColumn |
| Exclusion | $47,699 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 406371 | TotalRevenueColumn |
| Unrelated Business Revenue | 179734 | UnrelatedBusinessRevenue |
| Exclusion | $226,637 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3057036 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2143881 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 278331 | UnrelatedBusinessRevenue |
| Exclusion | $274,336 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 368340 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600474 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73106 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161130 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83682 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78709 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17200 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5570 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56623 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523572 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289528 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109528 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194370 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351307 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64137 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20689 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| INCOME TAXES | 12766 |
| MAINTENANCE | 36493 |
| REGISTRATION FEES | 15510 |
| FUFILLMENT | 7803 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23314 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3093851 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1999181 | BOY |
| EOY | 1092831 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 806470 | BOY |
| EOY | 1201287 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34396 | BOY |
| EOY | 7095 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126107 | BOY |
| EOY | 167180 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 424940 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 357534 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108805 | BOY |
| EOY | 67406 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2368727 | BOY |
| EOY | 2891353 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 573090 | BOY |
| EOY | 576454 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296645 | BOY |
| EOY | 270254 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6313421 | BOY |
| EOY | 6273860 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101801 | BOY |
| EOY | 146922 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1002354 | BOY |
| EOY | 938499 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 942564 | BOY |
| EOY | 910422 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2046719 | BOY |
| EOY | 1995843 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4266702 | BOY |
| EOY | 4278017 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4266702 | BOY |
| EOY | 4278017 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6313421 | BOY |
| EOY | 6273860 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -36815 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 48130 | 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 B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 106667 | PoliticalExpenditures |
| Amt Of Internal Funds Contributed | 106667 | AmtOfInternalFundsContributed |
| Total Exmpt Function Expenditures | 106667 | TotalExmptFunctionExpenditures |
| Form1120 Pol Filed | 0 | Form1120PolFiled |
Sec527 Pol Orgs Sec527PolOrgs (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Amt Pd From Internal FundsAmtPdFromInternalFunds |
|---|---|---|---|---|---|
| WI DENTAL POLITICAL ACTION | |||||
| 10 E DOTYSUITE 509 | MADISON | WI | 53703 | 396221695 | 104593 |
| DIRECT GIVER PROGRAM | |||||
| 10 E DOTYSUITE 509 | MADISON | WI | 53703 | 391779429 | 2074 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 1717779 | DuesAssessments |
| Non Ded Lobby Political Current | 272225 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 106842 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 379067 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 343556 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 35511 | AmountToBeCarriedOver |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: | Identifier |
| Return Reference | PART I-A, LINE 1: | ReturnReference |
| Explanation | MAINTAINED A POLITICAL ACTION COMMITTEE AND DIRECT GIVER PROGRAM | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23600 | OtherCostOrOtherBasis |
| Depreciation | 21827 | Depreciation |
| Book Value | 1773 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 401340 | OtherCostOrOtherBasis |
| Depreciation | 335707 | Depreciation |
| Book Value | 65633 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 67406 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 576454 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 576454 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $2,909 |
| DUES COLLECTED FOR OTHER ASSOCS. | $697,177 |
| DEFERRED COMPENSATION PAYABLE | $176,578 |
| LT RETIREE MEDICAL PREMIUMS | $33,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 910422 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MR MARK PAGET | NamePerson |
| Base Compensation Filing Org | 165945 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 2990 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 16594 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 30534 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 216063 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ORGANIZATION HAS MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE ORGANIZATION ELECT THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ASSOCIATION'S HOUSE OF DELEGATES APPROVES BUDGET, DUES RATE, OFFICERS, AND POLICY ISSUES PRESENTED BY THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE WDA BOARD OF DIRECTORS WILL REVIEW FORM 990 PRIOR TO IT BEING FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER COMPLETES OUR CONFLICT OF INTEREST FORM. AT THE BEGINNING OF EACH BOARD MEETING, THE PRESIDENT ASKS WHETHER ANY TRUSTEE HAS A CONFLICT WITH ANY OF THE ITEMS BEING ADDRESSED AT THE MEETING. IF SUCH CONFLICT EXISTS, THE INDIVIDUAL EXPLAINS THEIR CONFLICT AND A DETERMINATION IS MADE BY THE TRUSTEES (WITH ATTORNEY PRESENT) IF THE INDIVIDUAL SHOULD BE EXCUSED FROM DISCUSSION AND VOTING ON THOSE ISSUES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE WDA CONTRACTS WITH AN ORGANIZATION THAT PROVIDES ANNUAL SALARY GRADE UPDATES. THIS INFORMATION IS SHARED WITH THE EXECUTIVE COMMITTEE WHO IS RESPONSIBLE FOR THE EXECUTIVE DIRECTORS CONTRACT / SALARY INCREASES. THE EXECUTIVE DIRECTOR USES THIS SALARY INFORMATION TO DETERMINE RATES FOR ALL OTHER EMPLOYEES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 44,771. INVESTMENT IN INCOME OF SUBSIDIARY UNDER EQUITY METHOD 5,859. SHAREHOLDER DIVIDEND -2,500. TOTAL TO FORM 990, PART XI, LINE 5: 48,130. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6737 WEST WASHINGTON STREET SUITE 2 | AddressLine1 |
| City | WEST ALLIS | City |
| State | WI | State |
| ZIP Code | 53214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391724524 | EIN |
| Primary Activity | INSURANCE SALES | PrimaryActivity |
| Legal Domicile State | WI | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN DENTAL ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 5859 | ShareOfTotalIncome |
| Share Of EOY Assets | 1790760 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | 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 | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP | ||
| A | 235549 | FAIR MARKET VALUE |
| WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP | ||
| C | 355988 | FAIR MARKET VALUE |
| WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP | ||
| N | 182490 | FAIR MARKET VALUE |