2011-02-25T09:50:24-06:00 2010-06-30 LARSONALLEN LLP 2900 SOUTH QUINCY ST SUITE 150 ARLINGTON VA 22206 990 2009-07-01 911993281 American Dental Education Association AMER 2022897201 1400 K Street NW No 1100 Washington DC 20005 Richard Valachovic 2022897201 2011-02-24 1 Robert Casey 7039985100 2009 2016-02-24 21:20:13Z Richard Valachovic 1400 K Street NW No 1100 Washington DC 20005 21790805 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 11 67 0 466932 -8909 1690575 1841938 13948037 15944063 237333 -216177 11481 15875945 17581305 534882 514735 0 5484389 5707157 37160 4875 326469 9775374 10072870 15831805 16299637 44140 1281668 13029225 15488249 7144143 7521947 5885082 7966302 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 4202263 418906 1075417 PROFESSIONAL DEVELOPMENTThe ADEA Office of Professional Development COORDINATES AND PROVIDES ALL LOGISTICAL SUPPORT AND PROGRAM DEVELOPMENT AND REVIEW FOR ALL MEETINGS, CONFERENCE 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. 3930530 15500 12141368 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 from, 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. 1356820 20526 Education, Policy, and ResearchThe ADEA 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 ADEA leadership about significant issues affecting the relationships of dental education to higher education and to the oral health of the public. While strengthening the fundamental importance and responsibilities of a dental school within the academic community of a modern university 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. 1142919 24250 Public Policy and AdvocacyThe ADEA 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 ADEA 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. 1072101 500 645263 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. 958775 2500 106106 Knowledge ManagementThe ADEA Division of Knowledge Management archives, repurposes and disseminates critical association data, information, and best practices in support of the strategic goals of the organization. 840070 11859 Equity and DiversityThe ADEA 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. 456813 41220 1955383 MembershipThe ADEA Division of Member Services focuses on publications, member services, and public relations. 4470678 80329 2706752 13960291 1 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 54 0 1 67 1 1 1 0 0 0 0 0 0 0 0 0 11 11 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 352860 0 66190 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 Siegel 2.00 X 0 0 0 Ms 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 MARIA C CORDERO 2.00 X 0 0 0 DIANE C HOELSCHER 2.00 X 0 0 0 Charles bertolami 2.00 X 0 0 0 Abigail Gorman 45.00 X 201772 19464 49021 Ann Wells-Brunson 45.00 X 196825 0 42455 Jack Bresch 45.00 X 237239 0 66131 Eugene Anderson 45.00 X 174426 0 36955 M Susan Sandmeyer 45.00 X 158934 0 43531 Ronald Rupp 45.00 X 200611 0 55715 1522667 19464 359998 7 0 1 0 Liaison International 311 Arsenal St Watertown MA 02472 Data/Developmental Processing 2129530 Raffa PC 1899 L St NW Ste 600 Washington DC 20036 Accounting/Human Resources/Consulting 592186 Freeman Audio Visual Solutions po BOX 650519 DALLAS TX 75265 audiovisual services 252064 Academic Management Systems 311 Arsenal St STE 15 WATERtown MA 02472 consulting 163900 Cavanaugh Hagan & Pierson 2000 L STREET NW STE 801 WAShington DC 20036 consulting 130501 8 50000 1791938 57000 1841938 Application fees 900099 12141368 12141368 Membership Dues 900099 1959126 1959126 Meetings Registration 900099 1054738 1054738 Publications 541800 772941 306009 466932 nidcr/nih 900099 15890 15890 15944063 145973 145973 3847350 4209500 -362150 -362150 -362150 Miscellaneous 900099 11481 11481 11481 17581305 15477131 466932 -204696 432876 432876 81859 81859 1605075 917786 551627 135662 3080717 2535815 512654 32248 397500 283639 102171 11690 320317 238805 68255 13257 303548 239838 52811 10899 198549 138876 59673 621876 621876 4875 4875 34175 34175 667454 565896 101558 114312 114312 856494 710820 141199 4475 2866774 2772583 93629 562 734457 23720 710737 699372 573050 117661 8661 1787391 1755162 32229 362874 123366 239508 59643 3545 56098 Bad Debt Expense 402758 402758 Temporary Help 298010 233612 54782 9616 Honorarium 111464 111464 Dues and Subscriptions 70147 50404 19643 100 Employee Prof. Developm 58733 31295 27438 128387 2021568 -1987605 94424 16299637 13960291 2012877 326469 1350 1350 4931463 6924024 712425 619498 588544 214474 491172 758671 3562648 2745141 1043748 817507 5058783 5950575 201740 202150 13029225 15488249 1941284 1721402 4477786 5154634 725073 645911 7144143 7521947 X 4928460 6664847 956622 1301455 5885082 7966302 13029225 15488249 X 0 1 1 X 0 X 3453245 3714487 3998404 3619611 3801064 18586811 9529105 10818913 11360729 11687008 13502116 56897871 12982350 14533400 15359133 15306619 17303180 75484682 0 431709 431709 431709 431709 75052973 288140 464817 413508 236590 145973 1549028 288140 464817 413508 236590 145973 1549028 13270490 14998217 15772641 15543209 17449153 77033710 0.97430 0.97200 0.02010 0.02190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6732 327164 333896 15908787 16242683 962134 240534 0 0 831166 936902 922207 962134 3652409 5478614 11610 266278 393408 333896 1005192 207792 234226 230552 240534 913104 1369656 6732 6732 1055912 545756 510156 2506736 2199385 307351 817507 Deferred Construction (lease) allowance 614679 Contributions Payable 1750 Defered Compensation 29482 645911 17581305 16299637 1281668 799552 799552 2081220 18432327 799552 51470 851022 17581305 0 17581305 16351107 51470 51470 16299637 0 16299637 Part X, line 2 - ADEA is tax-exempt under Section 501(c)(3) of the Internal Revenue Code (IRC), except for taxes on income unrelated to its exempt purpose. ADEAGies Foundation is exempt from federal income taxes under Section 501(c)(3) of the IRC and is a supporting organization of ADEA under Section 509(a)(3) of the IRC. The Association has adopted the guidance in the income tax standard regarding the recognition and measurement of uncertain tax positions. The adoption of this standard had no impact on the Association's financial statements. The Association files as a tax-exempt organization. Should that status be challenged in the future, the Association's 2007, 2008 and 2009 tax years are open for examination by the IRS. 1 LSU HSC Foundation 1100 Florida Ave New Orleans LA 70119 721115391 501(c)(3) 25000 Administrative support for the President's Home Institution University of Michigan Dept of Periodontics 1011 N University Ave Ann Arbor MI 48103 386006309 501(c)(3) 15000 ADEA/Alpha Omega Foundation/Leonard Abrams Scholar in the ADEA Leadership Institute International Federation of Dental Educators and Associations 1400 K St NW Suite 1100 Washington DC 20005 522197912 501(c)(3) 302711 To assist in fulfilling IFDEA's mission William J Gies Foundation for the Advancement of Dentistry 1400 K St NW Suite 1100 Washington DC 20005 136143845 501(c)(3) 14000 William J. Gies Foundation Gala American Student Dental Assoc 211 E Chicago Ave Suite 700 Chicago IL 606112687 237136741 501(c)(6) 12500 ADEA ASDA National Dental Student Lobby Day. University at Buffalo Dr Athena Tsembelis 315B Squire Hall Buffalo NY 14214 160865182 501(c)(3) 10500 ADEA/Alpha Omega Foundation/Leonard Abrams Scholar in the ADEA Leadership Institute University of Michigan 1011 N University SDB 1228 Attn Dr Marilyn S Lantz Ann Arbor MI 48109 386006309 501(c)(3) 10000 ADEA/Alpha Omega Foundation/Leonard Abrams Scholar in the ADEA Leadership Institute National Association of Advisors for the Health Professions PO Box 38058 Stuyvesant Plaza Albany NY 14214 237454707 501(c)(3) 5000 Educational Grant American Dental Association Foundation 211 East Chicago Ave Chicago IL 60611 360724690 501(c)(6) 5000 Give Kids A Smile Award National Coalition on Health Care 1120 G Street NW Suite 810 Washington DC 20005 521687849 501(c)(3) 5000 Annual Contribution 8 2 Fellowship Support-ADEA/Colgate-Palmolive NationalDental Association Dr. Jeanne C. Sinkford Scholarship 1 15000 ADEA Sunstar Americas Inc. Harry W. Bruce Jr. Legislative Fellow 1 15000 ADEA/Pfizer Inc. /Johnson & Johnson Healthcare Products/Enid A. Neidle Scholar-in-Residence Program for Women 2 6000 Johnson & Johnson Healthcare Products Preventive Dentistry Scholarships 10 25000 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Grantees are required to obtain approval for activities and expenses from ADEA's staff liaison, provide evidence of expenses incurred or report to ADEA's staff liaison on their activities, as required by the terms of the individual grant. X X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Richard Valachovic 352597 0 263 0 0 0 30000 0 36190 0 419050 0 0 0 Abigail Gorman 189903 18319 11869 1145 0 0 10065 971 34643 3342 246480 23777 0 0 Ann Wells-Brunson 191635 0 5190 0 0 0 16500 0 25955 0 239280 0 0 0 Jack Bresch 229041 0 8198 0 0 0 31185 0 34946 0 303370 0 0 0 Eugene Anderson 169777 0 4649 0 0 0 8687 0 28268 0 211381 0 0 0 M Susan Sandmeyer 154615 0 4319 0 0 0 20892 0 22639 0 202465 0 0 0 Ronald Rupp 195803 0 4808 0 0 0 27188 0 28527 0 256326 0 0 0 X Publication 25000 X Flashdrives for Annual Session 20000 X Golf Shirts 12000 0 0 0 Form 990, Part VI, Section A, line 6 Individual, Corporate and institutional dues paying members. Form 990, Part VI, Section A, line 7a ADEA's members elect the governing body. 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 Finance Committee for the review and comments. All comments are addressed before final copy is filed. Form 990, Part VI, Section B, line 12c ADEA 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 The Board approves salary increases on an annual basis for staff based on the market data numbers from the Bureau of Labor Statistics CPI and CPU inflation data. Additionally, every two years ADEA undergoes a compensation structure review process completed by an outside organization to ensure there is internal and external equity regarding the pay ADEA employees receive. During this process ADEA positions are benchmarked against the external market data using published salary surveys. Form 990, Part VI, Section C, line 19 ADEA makes its governing documents, financial statements and policies available to the public upon request. Form 990, Part XI, line 2c The organization has a Finance Committee that oversees this responsibility. The process has not changed from the prior year. 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 N/A 0 1 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 William J Gies Foundation B 14000 William J Gies Foundation C 50000 William J Gies Foundation K 353483 William J Gies Foundation N 70677 William J Gies Foundation O 170203 William J Gies Foundation P 240241