2011-11-29T13:52:51-06:00 2010-12-31 KPMG LLP 303 EAST WACKER DRIVE CHICAGO IL 606015212 990 2010-01-01 360724690 AMERICAN DENTAL ASSOCIATION AMER 3124402500 211 EAST CHICAGO AVENUE CHICAGO IL 606112678 PAUL SHOLTY 2011-11-15 true LORRAINE A EGGER 4023481450 2010 2016-02-24 21:20:13Z KATHLEEN O'LOUGHLIN 211 EAST CHICAGO AVE CHICAGO IL 606112637 152143060 false X WWW.ADA.ORG X 1859 IL PROFESSIONAL ASSOCIATION FOR DENTISTRY 22 2 477 762 11406526 3607727 55691248 55459697 32391248 33487512 15484818 8703426 15169632 14952150 118736946 112602785 5967208 6360199 0 0 53514510 55686908 0 0 0 49259724 50723711 108741442 112770818 9995504 -168033 140711903 147154806 74682387 95921215 66029516 51233591 THE ADA IS THE PROFESSIONAL ASSOCIATION OF DENTISTS COMMITTED TO THE PUBLIC'S ORAL HEALTH, ETHICS, SCIENCE, AND PROFESSIONAL ADVANCEMENT; LEADING A UNIFIED PROFESSION THROUGH INITIATIVES IN ADVOCACY EDUCATION, RESEARCH, AND THE DEVELOPMENT OF STANDARDS. false false Encouraging the improvement of the health of the public and promoting the art and science of dentistry. Professional association representing over 156,000 dentists throughout the United States and its possessions including members of the armed forces. As the world's largest and oldest national dental association, we are the oral health authority committed to both the public and the dental profession. false true false true false false false false false true false false false true true false true false false true true false false false false false true false true false false false false false false false false false false false true true true false true 608 0 true 477 true true true false false false false false X 22 2 false false false false true true false true true false false true true true true true true true true false X PAUL SHOLTY 3124402516 211 EAST CHICAGO AVENUE CHICAGO IL 606112637 X DR WILLIAM CALNON 5.0 X X 51879 0 0 DR ROBERT FAIELLA 5.0 X 58859 0 0 DR MAXINE FEINBERG 5.0 X 42634 0 0 DR RAYMOND GIST 40.0 X X 209083 0 62720 DR MARY KREMPASKY-SMITH 5.0 X 62973 0 0 DR EDWARD LEONE JR 40.0 X X 73238 0 41646 DR S JERRY LONG 5.0 X 43707 0 0 DR SAMUEL LOW 5.0 X 61468 0 0 DR DENNIS E MANNING 5.0 X 57434 0 0 DR CHARLES NORMAN 5.0 X 62330 0 0 DR W KEN RICH 5.0 X 47863 0 0 DR DONALD SEAGO 5.0 X 59661 0 0 DR AJ SMITH 5.0 X X 45510 0 0 DR J THOMAS SOLIDAY 5.0 X 44994 0 0 DR CHARLES STEFFEL 5.0 X 58839 0 0 DR THOMAS SULLIVAN 5.0 X X 44865 0 0 DR RONALD TANKERSLEY 40.0 X X 451739 0 90145 DR R WAYNE THOMPSON 5.0 X 43017 0 0 DR KENNETH VERSMAN 5.0 X 69566 0 0 DR EDWARD VIGNA 5.0 X 45434 0 0 DR RUSSELL WEBB 5.0 X 64031 0 0 DR CHARLES WEBER 5.0 X 59078 0 0 DR DENNIS ENGEL 5.0 X 55210 0 0 PATRICIA BLANTON 5.0 X X 0 0 0 STEVEN GOUNARDES 5.0 X 762 0 0 CAROL GOMEZ SUMMERHAYS 5.0 X 1068 0 0 JOSEPH HAGENBRUCH 5.0 X 3625 0 0 ROGER KIESLING 5.0 X 0 0 0 DR KATHLEEN O'LOUGHLIN 40.0 X 391102 0 114553 MR PAUL SHOLTY 40.0 X 240872 0 58792 MS TAMRA KEMPF 40.0 X 472410 0 98953 MS LAURA KOSDEN 40.0 X 163775 0 152611 MS LAURA NEUMANN 40.0 X 281192 0 153524 MS WENDY JO TOYAMA 40.0 X 236856 0 65184 JAMES GOODMAN 40.0 X 209296 0 34214 TONI MARK 40.0 X 209520 0 48216 DR ALBERT GUAY 40.0 X 270095 0 140539 DR DANIEL MEYER 40.0 X 256588 0 121469 MR CLAYTON MICKEL 40.0 X 250998 0 138454 MR WILLIAM PRENTICE 40.0 X 201681 0 63236 MICHAEL GRAHAM 40.0 X 198859 0 80467 5202111 0 1464723 106 false true false Prometric 1501 S Clinton Street BALTIMORE MD 21224 TESTING ADMIN 3473819 S S Media Solutions LLC 1554 Surrey Brook Court YARDLEY PA 19067 Outside Sales Rep 1259776 RR Donnelley Company 111 South Wacker Drive CHICAGO IL 60606 Printing 2359922 NCS PEARSON 5601 GREEN VALLEY DRIVE BLOOMINGTON MN 55437 TESTING ADMIN 954086 CHLOPAK LEONARD SCHECHTER ASSOC 1850 M STREET NW STE 800 WASHINGTON DC 20036 CONSULTING 780443 78 53725594 57489 1676614 55459697 MEETINGS & SEMINARS 541900 8456805 8456805 PUBLICATIONS 900004 9567954 1391758 8176196 TESTING SERVICE REVENUE 900004 15351627 14267415 1084212 RENTAL INCOME 900003 111126 31392 79734 33487512 9343383 9343383 0 5227524 5227524 4637224 4455979 181245 181245 181245 32600000 5350 33245307 -645307 5350 -639957 -639957 0 0 6678450 1838989 4839461 4839461 ADVERTISING REVENUE 900099 1130323 1036115 94208 OVERHEAD INCOME 900099 688428 688428 PARKING/SPACE RENT 812930 675681 53454 622227 2209488 976815 1232673 4703920 112602785 24147370 11406526 21589192 6347986 0 12213 0 3744757 0 34521174 7602492 7292794 2525691 0 1753878 856661 0 0 58038 2525937 2438279 11885780 0 792159 863946 5723723 0 2781694 1554 0 6446157 429136 TEST ADMINISTRATION FEES 4421309 OUTSIDE SERVICES 3259165 STIPENDS/HONORARIA 1888050 INCOME & SALES TAX EXPENSE 1510707 BANK AND CREDIT CARD FEES 1081786 2005752 112770818 53375 57023 4624880 5843300 5633431 5628610 744855 732567 2102918 2045140 138897286 93441671 49127916 45455615 68895331 78151633 2044735 2337213 7484462 6903705 140711903 147154806 40185131 57245812 12440492 13801453 22056764 24873950 74682387 95921215 X 66029516 51233591 66029516 51233591 140711903 147154806 X -168033 -14627892 X false true true X false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false true 53725594 4810281 -1844536 2965745 4566675 3742113 3742113 21983364 16898137 5085227 74534253 43710153 30824100 38637556 32833381 5804175 45455615 0 LIABILITY FOR DEFERRED COMP 5227289 TENANT SECURITY DEPOSITS 83492 POST-RETIREMENT BENEFIT 19563169 24873950 Part X, Line 2 Tax Status and Accounting for Uncertainty in Income Taxes The association has adopted asc topic 740, accounting for uncertainty in income taxes. asc topic 740 addresses the determination of how tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financials statements. Under asc topic 740, the association must recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Asc topic 740 also provides guidance on derecognition, classification, interest and penalties on income taxes and accounting in interim periods and requires increased disclosures. At the date of adoption, and as of December 31, 2010 and 2009, the association does not have a liability for unrecognized tax benefits. The adoption of asc topic 740 had no impact on the consolidated financial statements of the association. true East Asia and the Pacific 0 0 Grantmaking DENTAL CARE 12213 0 0 0 0 12213 12213 East Asia/Pacific PUBLIC HLTH 9912 CASH PYMT 0 1 0 false false false false false false SCHEDULE F, PART I, LINE 2 MONITORING OF FUNDS American Dental Association grants are usually given in accordance with established agreements regarding specific purposes. false ADA Foundation 211 E Chicago Ave Chicago IL 606112637 366132046 501(c)(3) 3691640 Support Alliance of the ADA 211 E Chicago Ave Chicago IL 60611 366126119 501(c)(6) 22500 Public support National Museum of Dentistry 31 South Greene St Baltimore MD 21201 566002033 501(c)(3) 12500 Public Support ALASKA DENTAL OUTREACH CONSORTIUM 9170 Jewel Lake Rd ANCHORAGE AK 99502 208435454 501(C)(3) 15000 PUBLIC SUPPORT UNIVERSITY OF ILLINOIS 506 S Wright St URBANA IL 61801 376000511 GOVT 15000 GRANT PROPOSAL Goldie's Place 5705 N Lincoln Ave CHICAGO IL 60659 364080055 501(C)(3) 7500 PUBLIC SUPPORT HARVARD UNIVERSITY 1033 Massachusetts Ave CAMBRIDGE MA 02138 042103580 501(c)(3) 29875 IDEA GRANT DENTAL LIFELINE NETWORK 1800 15th St Suite 100 DENVER CO 80202 846129064 501(c)(3) 50000 PUBLIC SUPPORT NEW YORK STATE DENTAL ASSOCIATION 20 CORP WOODS BLVD 602 ALBANY NY 12211 141434154 501(C)(6) 33750 PUBLIC SUPPORT ARIZONA DENTAL ASSOCIATION 3193 N DRINKWATER SCOTTSDALE AZ 85251 860103604 501(C)(6) 172583 PUBLIC SUPPORT CALIFORNIA DENTAL ASSOCIATION PO BOX 13749 SACRAMENTO CA 95853 952822367 501(C)(6) 300000 PUBLIC SUPPORT CONNECTICUT STATE DENTAL ASSOCIATION 835 West Queen St Southington CT 06489 060605831 501(C)(6) 88000 PUBLIC SUPPORT MAINE DENTAL ASSOCIATION PO BOX 215 MANCHESTER ME 043510215 016019308 501(C)(6) 83449 PUBLIC SUPPORT NORTH DAKOTA STATE DENTAL ASSOCIATION PO Box 1332 BISMARK ND 58502 456014875 501(C)(6) 21000 PUBLIC SUPPORT OREGON DENTAL ASSOCIATION PO BOX 3710 WILSONVILLE OR 970703710 930243383 501(C)(6) 40500 PUBLIC SUPPORT VERMONT STATE DENTAL SOCIETY 100 DORSET ST SOUTH BURLINGTON VT 05403 222514423 501(C)(6) 67000 PUBLIC SUPPORT IOWA DENTAL ASSOCIATION 5530 W Parkway Ste 100 Johnston IA 50131 420335455 501(C)(6) 54000 PUBLIC SUPPORT PENNSYLVANIA DENTAL ASSOCIATION PO BOX 3341 HARRISBURG PA 17105 230961120 501(C)(6) 93904 PUBLIC SUPPORT MISSOURI DENTAL ASSOCIATION 3340 AMERICAN AVE JEFFERSON CITY MO 65109 440535233 501(C)(6) 144500 PUBLIC SUPPORT NEW MEXICO DENTAL ASSOCIATION 9201 MONTGOMERY ALBUQUERQUE NM 87111 850122362 501(C)(6) 219496 PUBLIC SUPPORT MINNESOTA DENTAL ASSOCIATION 1335 INDUSTRIAL MINNEAPOLIS MN 554134801 410418600 501(C)(6) 14167 PUBLIC SUPPORT LOUISIANA DENTAL ASSOCIATION 7833 OFFICE PARK BLVD BATON ROUGE LA 70809 720428263 501(C)(6) 45000 PUBLIC SUPPORT WYOMING DENTAL ASSOCIATION 256 S Center Ste 201 CASPER WY 82601 836003181 501(C)(6) 71500 PUBLIC SUPPORT WASHINGTON STATE DENTAL ASSOCIATION 126 NW CANAL STREET SEATTLE WA 98107 910750294 501(C)(6) 121624 PUBLIC SUPPORT ILLINOIS STATE DENTAL SOCIETY PO BOX 376 SPRINGFIELD IL 62705 370682986 501(C)(6) 168800 PUBLIC SUPPORT NEBRASKA DENTAL ASSOCIATION 7160 S 29 ST STE 1 LINCOLN NE 68516 470384563 501(C)(6) 45000 PUBLIC SUPPORT MARYLAND STATE DENTAL ASSOCIATION 6410 DOBBIN ROAD COLUMBIA MD 21045 526041784 501(C)(6) 100750 PUBLIC SUPPORT FLORIDA DENTAL ASSOCIATION 1111 E TENNESSEE ST TALLAHASSEE FL 32308 590615479 501(C)(6) 190000 PUBLIC SUPPORT MICHIGAN DENTAL ASSOCIATION 3657 OKEMOS ROAD OKEMOS MI 48864 381300483 501(C)(6) 92433 PUBLIC SUPPORT IDAHO STATE DENTAL ASSOCIATION 1220 WEST HAYS BOISE ID 83702 826007766 501(C)(6) 47500 PUBLIC SUPPORT VIRGINIA DENTAL ASSOCIATION 7525 STAPLES MILL ROAD RICHMOND VA 23228 540697647 501(C)(6) 50000 PUBLIC SUPPORT WISCONSIN DENTAL ASSOCIATION 6737 W WASHINGTON ST WEST ALLIS WI 53214 390716117 501(C)(6) 95837 PUBLIC SUPPORT ALABAMA DENTAL ASSOCIATION 836 WASHINGTON AVENUE MONTGOMERY AL 36104 630415082 501(C)(6) 40000 PUBLIC SUPPORT SOUTH DAKOTA DENTAL ASSOCIATION PO BOX 1194 PIERRE SD 575011194 460363251 501(C)(6) 22369 PUBLIC SUPPORT KANSAS DENTAL ASSOCIATION 5200 HUNTOON TOPEKA KS 66604 480803779 501(C)(6) 12000 PUBLIC SUPPORT OHIO DENTAL ASSOCIATION 1370 DUBLIN ROAD COLUMBUS OH 432151098 314361266 501(C)(6) 12000 PUBLIC SUPPORT 7 29 Schedule I, Part I, Line 2 Monitoring the Use of Grants American Dental Association grants are usually given in accordance with established agreements regarding specific purposes. Detailed reporting of monies spent is obtained for the grant to the ADA Foundation but not typically required for other grants. X X X true true X X X true true false DR RAYMOND GIST 196932 0 0 0 12151 0 62720 0 0 0 271803 0 0 0 DR RONALD TANKERSLEY 263688 0 0 0 188051 0 90145 0 0 0 541884 0 169038 0 DR KATHLEEN O'LOUGHLIN 380629 0 0 0 10473 0 93427 0 21126 0 505655 0 0 0 DR ALBERT GUAY 257503 0 0 0 12592 0 120713 0 19826 0 410634 0 0 0 MS TAMRA KEMPF 200243 0 0 0 272167 0 93150 0 5803 0 571363 0 106946 0 MS LAURA KOSDEN 147092 0 750 0 15933 0 148108 0 4503 0 316386 0 0 0 DR DANIEL MEYER 252208 0 750 0 3630 0 113379 0 8090 0 378057 0 0 0 MR CLAYTON MICKEL 244067 0 0 0 6931 0 117328 0 21126 0 389452 0 0 0 MS LAURA NEUMANN 270102 0 0 0 11090 0 134504 0 19020 0 434716 0 7051 0 MR WILLIAM PRENTICE 196295 0 0 0 5386 0 56736 0 6500 0 264917 0 0 0 MS WENDY JO TOYAMA 236066 0 0 0 790 0 52538 0 12646 0 302040 0 0 0 MR PAUL SHOLTY 238816 0 0 0 2056 0 36366 0 22426 0 299664 0 0 0 JAMES GOODMAN 208881 0 0 0 415 0 13088 0 21126 0 243510 0 0 0 TONI MARK 208828 0 0 0 692 0 25790 0 22426 0 257736 0 0 0 MICHAEL GRAHAM 185181 0 12750 0 928 0 63289 0 17178 0 279326 0 0 0 Compensation Information Schedule J, Part I, Line 1b Officers and members of the board of trustees receive payments meant to compensate them for the estimated amount of tax they incurred for spouse travel that was included in their taxable income reported on Form 1099 or W-2. Similar payments are not made to any others. In addition, as part of the Executive Director's employment contract, the Executive Director was reimbursed for membership in an athletic club. DEFERRED COMPENSATION Schedule J, Part II, Column (c) and (d) Deferred compensation in Column C includes, where applicable, the 2010 increase in actuarial value of the defined benefit plan, employer contributions to the 401(k) defined contribution plan, as well as amounts awarded but not paid under the executive parity plan. The executive parity plan is a deferred compensation arrangement which allows the compensation committee of the board of trustees to set aside specified cash amounts annually for certain executives. This arrangement is meant as compensation for those who suffered restrictions in their benefits beginning in 1994 as a result of the omnibus budget reconciliation act. Nontaxable benefits in column D includes employer-paid health benefit plan premiums and the value of employer self-insured dental benefits. SCHEDULE J, PART I, LINE 4A SEVERANCE THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE DURING 2010: MS. TAMRA KEMPF (FORMER CHIEF LEGAL COUNSEL) $145,509 SCHEDULE J, PART I, LINE 4b Nonqualified Plans The following individuals participated in a nonqualified plan during 2010 and received contributions in the following amounts: Kathleen O'Loughlin $34,624 (Accrual) Laura Neumann $ 7,051 (Accrual); $7,051 (Payout) Ronald Tankersley $90,145 (Accrual); $169,038 (Payout) Tamra Kempf $36,834 (Accrual); $106,946 (Payout) Raymond Gist $62,220 (Accrual) Form 990, Part VI, Line 1b Independent voting members Members of the ADA board of trustees are not considered independent because they receive reimbursement of stated amounts on an annual basis for such general expenses as postage, telephone and secretarial assistance. Substantiation of such expenses is not required for reimbursement. These amounts are reported as taxable income to the recipients. In addition to the number of voting members reported on Line 1a, the ADA's president votes on an issue only if the board members' vote results in a tie. Form 990, Part VI, Line 6 Members or stockholders All ADA members have the right to vote and elect representatives to the ADA House of Delegates ("HOD") through their local and/or state dental association in a national tripartite governance structure. The ADA HOD is the primary legislative body of the ADA which meets annually and elects the members of the board of trustees. Form 990, Part VI, Line 7a Voting rights The nature of the voting rights of members is described above for Part VI, Line 6. Elections are held on an annual basis for each level of governance. Form 990, Part VI, Line 11b Review of Form 990 The Form 990 was reviewed by management prior to filing. Financial information was compared to the organization's books and records. Responses to questions and additional information was reviewed for appropriateness. Additionally, the Form 990 was provided to the audit committee of the board of trustees as well as all members of the board of trustees prior to filing. Form 990, Part VI, Line 12c Conflict of Interest Policy There is an annual review of the conflict of interest policy. Board members and employees at the director level and above are requried to sign the conflict of interest disclosure form each year. In-house legal counsel collects and reviews responses and determine necessary action if any. Individuals who have a disclosed conflict recuse themselves from discussion, and do not vote if there is a direct conflict. Form 990, Part VI, Line 15a & 15b Process for determining compensation The compensation committee of the board of trustees determines and reviews the compensation of the executive director, officers and members of the board of trustees. The executive director determines and reviews the compensation of key employees. Employee's salaries are made available to the board of trustees for examination. The human resources department reviews comparability data on annual salary increases. Form 990, Part VI, Line 19 Organization Documents The American Dental Association does not make its governing documents, conflict of interest policy or financial statements available to the public. Form 990, Part XI, Line 5 PENSION AND POSTREITREMENT HEALTH PLAN RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS (14,862,801) PRIOR PERIOD ADJUSTMENT 130,180 TOTAL (14,732,621) ADA Foundation 211 E Chicago Ave Chicago IL 60611 366132046 Grant Making IL 501(C)(3) 509(a)(2) NA ADPAC EDUCATION FUND 1111 14TH STREET NW WASHINGTON DC 20005 900038675 seg. fund DC 527 N/A NA ADA Business Enterprises Inc 211 E Chicago Ave Chicago IL 606112637 363679743 Fin. Services IL NA C Corp 2654352 3016935 1.00000 true true true false false false false false false false true false true true false true true true ADA BUSINESS ENTERPRISES INC A 79734 ADA BUSINESS ENTERPRISES INC R 536050 ADA BUSINESS ENTERPRISES INC P 352079 SCHEDULE R, PART II The American Dental Association contributes accounting, financial, and administrative services to the ADA Foundation as may be required. In 2010, the ADA Foundation paid $384,392 to the ADA for such services. The value of these services was estimated at $1,248,050.