OREGON DENTAL SERVICE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OREGON DENTAL SERVICE (EIN 93-0438772)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-31
- IRS object ID
- 201243059349300429
- Schema version
- 2011v1.3
- 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 | 2012-10-31T11:34:26-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Market Street | AddressLine1 |
| City | St Louis | City |
| State | MO | State |
| ZIP Code | 63101 | 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 | 930438772 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON DENTAL SERVICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DAVID EVANS | InCareOfName |
| Name Control | OREG | NameControl |
| Phone | 5032286554 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 SW SECOND AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 972043154 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Evans | Name |
| Title | Senior VP & CFO | Title |
| Phone | 5052286554 | Phone |
| Date Signed | 2012-10-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3142068500 | 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) |
|---|---|---|
| Gross Receipts | 350978800 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | OR | StateLegalDomicile |
| Activity Or Mission Description | PROVISION OF DENTAL SERVICES TO THE GENERAL PUBLIC TO ASSIST IN ENCOURAGING PREVENTION, EDUCATION, AND GENERAL DENTAL HEALTH | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 326858703 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 337143317 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 847859 | InvestmentIncomePriorYear |
| Investment Income Current Year | 615853 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5375761 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5330382 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 333082323 | TotalRevenuePriorYear |
| Total Revenue Current Year | 343089552 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 265039 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 185058 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 295109706 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 306531496 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 40227476 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 40109547 | 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 | -12385681 | OtherExpensePriorYear |
| Other Expenses Current Year | -14128250 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 323216540 | TotalExpensesPriorYear |
| Total Expenses Current Year | 332697851 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9865783 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10391701 | RevenuesLessExpensesCY |
| Total Assets BOY | 143216216 | TotalAssetsBOY |
| Total Assets EOY | 146205516 | TotalAssetsEOY |
| Total Liabilities BOY | 47796941 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40894540 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 95419275 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 105310976 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVISION OF DENTAL SERVICES TO THE GENERAL PUBLIC TO ASSIST IN ENCOURAGING PREVENTION, EDUCATION, AND GENERAL DENTAL HEALTH | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 306716554 | Expense |
| Grants | 185058 | Grants |
| Revenue | 336174968 | Revenue |
| Description | PROVISION OF DENTAL SERVICES TO THE GENERAL PUBLIC TO ASSIST IN ENCOURAGING PREVENTION, EDUCATION, AND GENERAL DENTAL HEALTH. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 943903 | Expense |
| Revenue | 968349 | Revenue |
| Description | PROVISION OF EDUCATION TO THE DENTAL COMMUNITY | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 307660457 | TotalProgramServiceExpense |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 19171 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID EVANS | NamePerson |
| Telephone Number | 5032286554 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 SW SECOND AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Other CompensationOtherCompensation | OfficerOfficer | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Tracy Andrus | ||||||||
| Director | 1.0 | X | 31500 | |||||
| Wayne Barichello | ||||||||
| Director | 1.0 | X | 31000 | |||||
| Michael Biermann | ||||||||
| Director | 1.0 | X | 13000 | 20000 | ||||
| George Darke | ||||||||
| Director | 1.0 | X | 34800 | |||||
| Robert G Gootee | ||||||||
| CEO | 50.0 | X | 1061653 | X | 1081482 | |||
| David Howerton | ||||||||
| Director | 1.0 | X | 35000 | |||||
| Mark Jensen | ||||||||
| Director | 1.0 | X | 30800 | 4000 | ||||
| Mike McKeel | ||||||||
| Director | 1.0 | X | 33000 | |||||
| George Passadore | ||||||||
| Director | 1.0 | X | 36300 | |||||
| John Stevason | ||||||||
| Director | 1.0 | X | 32000 | |||||
| Jon Carnahan | ||||||||
| Director | 1.0 | X | 31000 | |||||
| CJ McLeod | ||||||||
| Director | 1.0 | X | 19000 | 13000 | ||||
| Jill Eberwein | ||||||||
| Director | 1.0 | X | 16000 | |||||
| JAY LAMB | ||||||||
| DIRECTOR | 1.0 | X | 1000 | 50000 | ||||
| PATRICK NEARING | ||||||||
| DIRECTOR | 1.0 | X | 34800 | |||||
| Thomas J Bikales | ||||||||
| Secretary | 50.0 | 25673 | X | 174778 | ||||
| William Ten Pas | ||||||||
| PRESIDENT | 50.0 | 534814 | X | 474249 | ||||
| David Evans | ||||||||
| TREASURER | 50.0 | 32210 | X | 236250 | ||||
| Susan Hansen | ||||||||
| Vice President | 50.0 | 19411 | 194797 | X | ||||
| Tracie Murphy | ||||||||
| SR Vice President | 50.0 | 145014 | 286731 | X | ||||
| Robin Richardson | ||||||||
| SR Vice President | 50.0 | 144730 | 287148 | X | ||||
| William Johnson | ||||||||
| SR Vice President | 50.0 | 17285 | 319964 | X | ||||
| Kraig Anderson | ||||||||
| Vice President | 50.0 | 25581 | 208277 | X | ||||
| James Foley | ||||||||
| Vice President | 50.0 | 25083 | 258614 | X | ||||
| WILLIAM HOCKETT | ||||||||
| DIRECTOR | 50.0 | 11880 | 202730 | X | ||||
| ROBERT MILLS | ||||||||
| DIRECTOR | 50.0 | 211035 | X | |||||
| CHANDRA WAHRGREN | ||||||||
| VICE PRESIDENT | 50.0 | 23299 | 210730 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 344400 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4146785 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2188433 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|
| The Trizetto Group Inc | |
| COMPUTER MAINTENANCE | 2810359 |
| Sirius Computer Solutions Inc | |
| COMPUTER MAINTENANCE | 2125014 |
| IBM CORPORATOIN | |
| COMPUTER MAINTENANCE | 2564848 |
| SHAKTI SOLUTIONS | |
| OFFSHORE/IT SUPPORT | 1313651 |
| Solberg-Adams LLC | |
| Telecom Consulting | 790117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 35 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| DENTAL SERVICES | 524114 | 336174968 | 336174968 |
| EDUCATION TO THE DENTAL COMMUNITY | 611710 | 968349 | 968349 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 337143317 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 629946 | TotalRevenueColumn |
| Exclusion | $629,946 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 553752 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 553752 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 553752 | TotalRevenueColumn |
| Exclusion | $553,752 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7796714 | Securities |
| Other | 78441 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7842942 | Securities |
| Other | 46306 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -46228 | Securities |
| Other | 32135 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -14093 | TotalRevenueColumn |
| Exclusion | -$14,093 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| UNREALIZED GAIN/(LOSS) | 523000 | -29303 | -29303 |
| MISC INCOME | 900099 | 43160 | 43160 |
| INVESTMENT IN SUBSIDIARY | 900003 | 4762773 | 4762773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4776630 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 343089552 | TotalRevenueColumn |
| Related Or Exempt Function Income | 341919947 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,169,605 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185058 | Total |
| Program Services | 185058 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306531496 | Total |
| Program Services | 306531496 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344400 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 344400 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33395259 | Total |
| Program Services | 586492 | ProgramServices |
| Management And General | 32808767 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1364180 | Total |
| Management And General | 1364180 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2257168 | Total |
| Management And General | 2257168 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2748540 | Total |
| Management And General | 2748540 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102545 | Total |
| Management And General | 102545 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 712992 | Total |
| Management And General | 712992 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 861980 | Total |
| Management And General | 861980 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8336933 | Total |
| Program Services | 46235 | ProgramServices |
| Management And General | 8290698 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2474684 | Total |
| Management And General | 2474684 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5152868 | Total |
| Program Services | 266880 | ProgramServices |
| Management And General | 4885988 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 512876 | Total |
| Management And General | 512876 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4502969 | Total |
| Program Services | 13239 | ProgramServices |
| Management And General | 4489730 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 485077 | Total |
| Management And General | 485077 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| EXPENSE ALLOCATION | -42563857 | -42563857 |
| COMMISSIONS AND BROKER FEES | 2160516 | 2160516 |
| CONSULTING | 1083327 | 1083327 |
| INVESTMENT EXPENSE | 49154 | 49154 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1999686 | Total |
| Program Services | 31057 | ProgramServices |
| Management And General | 1968629 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332697851 | Total |
| Program Services | 307660457 | ProgramServices |
| Management And General | 25037394 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 648616 | BOY |
| EOY | -7605147 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12866817 | BOY |
| EOY | 11557545 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1894593 | BOY |
| EOY | 2097730 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 51692229 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 31545768 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21569238 | BOY |
| EOY | 20146461 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20929551 | BOY |
| EOY | 31095076 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85118886 | BOY |
| EOY | 88731185 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188515 | BOY |
| EOY | 182666 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143216216 | BOY |
| EOY | 146205516 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18120897 | BOY |
| EOY | 14942933 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29676044 | BOY |
| EOY | 25951607 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47796941 | BOY |
| EOY | 40894540 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30000 | BOY |
| EOY | 30000 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20747852 | BOY |
| EOY | 20247852 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74641423 | BOY |
| EOY | 85033124 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95419275 | BOY |
| EOY | 105310976 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143216216 | BOY |
| EOY | 146205516 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10391701 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -500000 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 612191 | OtherCostOrOtherBasis |
| Book Value | 612191 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6350866 | OtherCostOrOtherBasis |
| Depreciation | 1045247 | Depreciation |
| Book Value | 5305619 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4653841 | OtherCostOrOtherBasis |
| Depreciation | 2495791 | Depreciation |
| Book Value | 2158050 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34523345 | OtherCostOrOtherBasis |
| Depreciation | 23206619 | Depreciation |
| Book Value | 11316726 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5551986 | OtherCostOrOtherBasis |
| Depreciation | 4798111 | Depreciation |
| Book Value | 753875 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20146461 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEALTH SERVICE GROUP | 78656719 | C |
| INVESTMENTS MARKET VALUE | 177136 | F |
| DEFERRED COMP. INVESTMENT | 9897330 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 88731185 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (8 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCE DEPOSITS | $2,876,493 |
| ESTIMATED POLICY CLAIMS | $126,850 |
| PROVISION FOR REFUNDABLE REV | $7,316,874 |
| DEFERRED COMP RESERVE | $9,897,330 |
| CAPITAL LEASE OBLIGATIONS | $2,519,440 |
| UNEARNED PREMIUMS | $37,511 |
| CONTINGENCY RESERVE | $640,109 |
| IBNR | $2,537,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 25951607 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) | Identifier |
| Return Reference | SCHEDULE D, PART X, LINE 2 | ReturnReference |
| Explanation | THE COMPANY ADOPTED THE FASB'S GUIDANCE ON ACCOUNTING FOR UNCERTAINTIES IN INCOME TAX ON JANUARY 1, 2009. AS THE COMPANY DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AT THAT DATE FOR TAX POSITIONS TAKEN IN 2009 AND PRIOR YEARS, NO CUMULATIVE EFFECT ADJUSTMENT WAS RECORDED. THE COMPANY DOES NOT HAVE ANY UNRECOGNIZED INCOME TAX BENEFITS AS OF DECEMBER 31, 2011, 2010 OR 2009. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| DENTAL FOUNDATION of OREGON | ||||||||
| PO Box 2448 | WILSONVILLE | OR | 97070 | 930818476 | 501(c)(3) | 10000 | CHARITY | |
| OHSU FOUNDATION | ||||||||
| 1121 SE SALMON ST | PORTLAND | OR | 97205 | 237083114 | 501(c)(3) | 100000 | School of Dentistry Capital Campaign - New building fund | Suite 100 |
| Washington Oral Health | ||||||||
| 126 NW Canal ST | Seattle | WA | 98107 | 911869855 | 501(c)(3) | 10000 | Charity | |
| Oregon Food Bank | ||||||||
| PO Box 55370 | Portland | OR | 97209 | 930785786 | 501(c)(3) | 10000 | Providing Food to those in Need | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| 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 | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|
| Kraig Anderson | ||||||
| 169777 | 30000 | 8500 | 25251 | 330 | 233858 | |
| Thomas J Bikales | ||||||
| 145499 | 20000 | 9279 | 25198 | 475 | 200451 | |
| Robert G Gootee | ||||||
| 704523 | 367200 | 9759 | 1057608 | 4045 | 2143135 | |
| Susan Hansen | ||||||
| 163446 | 25000 | 6351 | 18171 | 1240 | 214208 | |
| Tracie Murphy | ||||||
| 208029 | 75000 | 3702 | 143554 | 1460 | 431745 | |
| Robin Richardson | ||||||
| 207583 | 75000 | 4565 | 143580 | 1150 | 431878 | |
| William Ten Pas | ||||||
| 349488 | 120000 | 4761 | 528554 | 6260 | 1009063 | |
| David Evans | ||||||
| 181853 | 50000 | 4397 | 26685 | 5525 | 268460 | |
| James Foley | ||||||
| 218291 | 30000 | 10323 | 20518 | 4565 | 283697 | |
| William Johnson | ||||||
| 264776 | 50000 | 5188 | 17285 | 0 | 337249 | |
| WILLIAM HOCKETT | ||||||
| 134930 | 7500 | 60300 | 11880 | 214610 | 60300 | |
| ROBERT MILLS | ||||||
| 211035 | 211035 | |||||
| CHANDRA WAHRGREN | ||||||
| 155330 | 50000 | 5400 | 23024 | 275 | 234029 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 1a | Identifier |
| Explanation | With respect to the items checked in Question 1a, the organization does not have a written policy regarding reimbursement/payment. Expenses for first-class air and companion travel are incurred from time to time when there is a legitimate business need. Such analysis is made on a case by case basis based on the facts and circumstances in question. It is not, for example, a policy of the organization to purchase first-class air tickets. On occasion, however, scheduling constraints or ticket availability may mean that it is in the best interest of the organization to incur the additional expense. Companion travel for the Board and officers is occasionally reimbursed in connection with leadership retreats at which companions participate in educational and other company-related events. The organization's general policies relating to prior approval of expenses and/or checks and balances as to who can approve such exceptional expenses insure that decisions to take on such expenses are made in a fiscally responsible manner. Tax gross up payments are approved by the CEO or, in the case of benefit to senior management, by the Board. Limited reimbursement for club dues is available as an employee benefit based on an individual's level in the organization. | Explanation |
Schedule L IRS990ScheduleL
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 0 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JAY C LAMB | |||
| DIRECTOR | 532314 | DENTAL SERVICE PROVIDER | false |
| MICHAEL BIERMANN | |||
| DIRECTOR | 220312 | DENTAL SERVICE PROVIDER | false |
| DAVID HOWERTON | |||
| DIRECTOR | 1799010 | DENTAL SERVICE PROVIDER | false |
| MICHAEL MCKEEL | |||
| DIRECTOR | 178902 | DENTAL SERVICE PROVIDER | false |
| PAT NEARING | |||
| DIRECTOR | 375505 | DENTAL SERVICE PROVIDER | false |
| MARK JENSEN | |||
| DIRECTOR | 114691 | DENTAL SERVICE PROVIDER | false |
| WAYNE BARICHELLO | |||
| DIRECTOR | 165467 | DENTAL SERVICE PROVIDER | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part VI, Section B, Question 12c | The organization's Corporate Compliance Committee is responsible for monitoring potential issues under and enforcing the provisions of the organization's Conflict of Interest Policy. The Corporate Compliance Committee is composed of high level individuals from a variety of departments (including, among others, Legal, Compliance, Human Resources, Privacy/Security and Accounting). The Committee operates under the authority of the Policy Committee of the organization's Board of Directors. The Committee monitors activities under the Conflict of Interest Policy via (i) annual disclosure statements from the Board and management and other self-reporting, (ii) investigations of issues that are brought to the attention of members of the Corporate Compliance Committee in accordance with the Organization's Code of Conduct and Employee Handbook and (iii) submissions of employees sent through the organization's confidential whistleblower reporting mechanism. When the Committee learns of the possibility of such conflicts of interest, the information is brought to the attention of (disinterested) members of senior management and/or members of the Board of Directors. The Committee then works with these individuals to make a determination, in accordance with the principles and procedures set forth in the Conflict of Interest Policy, as to whether a conflict exists and, if so, to decide what steps, including disciplinary action, should be taken. In addition, on an annual basis, and more frequently when circumstances arise, the organization's counsel, on behalf of the Committee, reports to the Policy Committee of the Board of Directors on activities of the Corporate Compliance Committee, including any actions or issues under the Conflict of Interest Policy. Counsel also conducts regular training sessions for the Board of Directors on the Conflict of Interest Policy and works directly with the officers of the corporation as they complete their annual disclosure statements. | |
| Part VI, Section B, Question 15 | In accordance with the Bylaws of the organization, compensation of the CEO is determined by the Board of Directors and compensation of the organization's officers (as well as its key employees and other highest compensated employees who are officers of an affiliate of the organization) is determined by the CEO under guidelines specified by the Compensation and Governance Committee of the Board of Directors and subject to approval by the Board of Directors. The Compensation and Governance Committee of the Board of Directors, per its charter and the authority delegated to it by the full Board, meets on an annual basis to discuss CEO and officer compensation. The CEO, who is a member of the Committee, recuses himself from all discussions and decisions relating to CEO compensation. Periodically, the Chairman of the Committee and the Chairman of the Board, who is a member of the Committee, work with a third party benefits consultant selected by the Committee to produce a compensation study that provides comparability data from the organization's peer group with respect to CEO and officer compensation. The study is provided to Committee members in advance of its meeting and it serves as a basis for the Committee's determination of CEO compensation and its review and approval of officer compensation. Minutes of the Committee meeting substantiating all deliberations and determinations are maintained. These minutes, together with any other information reported by Committee members, are then presented to the full Board for discussion and approval. Such actions of the full Board are recorded in the minutes of its meeting. Compensation for other key employees and highest compensated employees of the organization who are not officers of the organization or an affiliate is determined by the organization's Human Resources Department and is subject to review and approval by the CEO. Such pay levels are based on independent, third party compensation studies showing pay scales for corporations that are comparable in size and scope to the organization and reflect the employee's skills, experience, tenure and responsibilities with the organization. | |
| Part VI, Section C, Question 19 | The organization's governing documents, Conflict of Interest Policy and financial statements are not made available to the public. | |
| Part VI, Section A, Question 11 | A copy of the Form 990 was provided to the Compensation and Governance Committee of the Board of Directors which, per its charter and the authority delegated to it by the full Board, is responsible for all corporate governance issues and for reviewing and approving CEO and officer compensation. The entire Form 990 was made available to the Committee for review. Officers of the organization identified for the Committee critical areas and highlighted significant issues for review and discussion. The Committee Chair led the discussion and allowed Committee members full scope to comment on and question any and all disclosure contained in the Form 990. Minutes of the Committee meeting substantiating all deliberations and determinations were maintained. These minutes, together with any other information reported by Committee members, were then presented to the full Board for discussion and approval and the Form 990 was made available upon request to all Board members for further review. Actions of the full Board are recorded in the minutes of its meeting. | |
| Part XI, Line 5 | $500,000 of the organization's Subordinated Contingency Reserve, which was a component of Retained Earnings, was reclassed to a current liability account. The reclassification was approved by the Oregon Department of Consumer and Business Services. | Reconciliation of Net Assets |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| DENTAL FOUNDATION OF OREGON | ||||||||||
| 8699 SW SUN PLACE | WILSONVILLE | OR | 97070 | 930818476 | ORAL HEALTH | OR | 501(C)(3) | 11A | NA | false |
| OREGON DENTAL ASSOCIATION | ||||||||||
| PO BOX 3710 | WILSONVILLE | OR | 97070 | 930243383 | DENTAL PROFES | OR | 501(c)(6) | N/A | NA | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Health Services Group Inc | |||||||||||
| 601 SW Second Avenue | Portland | OR | 972043156 | 931083363 | Holding Compa | OR | NA | C | 1967209 | 119241686 | 1.00000 |
| ODS Health Plan Inc | |||||||||||
| 601 SW Second Avenue | Portland | OR | 97204 | 930989307 | Insurance | OR | HSG Inc | C | 8077365 | 257662531 | 1.00000 |
| Dentists Benefits Insurance Company | |||||||||||
| 601 SW Second Avenue | Portland | OR | 97204 | 930890424 | Insurance | OR | ODS Health Plan | C | 401821 | 16783863 | 1.00000 |
| Benefithelp Solutions Inc | |||||||||||
| 601 SW Second Avenue | Portland | OR | 97204 | 931135521 | Admin. Servic | OR | ODS Health Plan | C | -185280 | 4629891 | 1.00000 |
| ODS Community Health Inc | |||||||||||
| 601 SW Second Avenue | Portland | OR | 97204 | 450528457 | Medicaid Ins | OR | ODS Health Plan | C | 380708 | 10634031 | 1.00000 |
| Dentists Benefit Corporation | |||||||||||
| 601 SW Second Avenue | Portland | OR | 97204 | 930787508 | Market Liab. | OR | HSG Inc | C | -25215 | 1312304 | 1.00000 |
| Dentists Management Corporation | |||||||||||
| 601 SW Second Avenue | Portland | OR | 97204 | 930792340 | Dev & Mkt Mgm | OR | HSG Inc | C | -92123 | 1465644 | 1.00000 |
| ODS Plaza Inc | |||||||||||
| 601 SW Second Avenue | Portland | OR | 97204 | 830453200 | R. Estate Hol | OR | ODS HEALTH PLAN | C | -50491 | 7423326 | 1.00000 |
| Northwest Dentists Insurance Company | |||||||||||
| 601 SW Second Avenue | Portland | OR | 97204 | 911444206 | Markets Liab. | OR | HSG Inc | C | 760680 | 18171230 | 0.75000 |
| Dental Commerce Corporation | |||||||||||
| 601 SW Second Avenue | Portland | OR | 97204 | 352410053 | Consumer Lending | OR | HSG INC | C | -16981 | 317466 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| DENTAL FOUNDATION OF OREGON | ||
| B | 170562 | CASH GRANT |
| DENTAL FOUNDATION OF OREGON | ||
| N | 70000 | ESTIMATED COST |
| HEALTH SERVICES GROUP | ||
| M | 8590339 | CLIENT RECORDS |
| HEALTH SERVICES GROUP | ||
| N | 27738438 | CLIENT RECORDS |
| HEALTH SERVICES GROUP | ||
| P | 6235080 | CLIENT RECORDS |