Skip to content
Nonprofiteer
← AMERICAN ACADEMY OF PERIODONTOLOGY FOUNDATION

Form 990 for tax year 2023

Filed by AMERICAN ACADEMY OF PERIODONTOLOGY FOUNDATION.

Totals

Total revenue
$821,164
Total expenses
$1,314,221
Contributions and grants received
$643,502
Grants paid
$259,000
Program service revenue
$130,179
Investment income
$47,483
Other revenue
$0
Total assets, end of year
$7,967,560
Total liabilities, end of year
$582,365
Net assets or fund balances, end of year
$7,385,195
Program services expenses (Part IX)
$461,025
Management and general expenses
$409,145
Fundraising expenses
$444,051
Program service expenses (Part III)
$461,025

Program services were 35.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $643,502

  • 1g · Noncash contributions included above

    $216,166

  • 2a · Program service revenue: ANNUAL MEETING

    total $105,802 · related or exempt $105,802

  • 2b · Program service revenue: MEALS AND SOCIAL FUNCTIONS

    total $24,377 · related or exempt $24,377

  • 3 · Investment income

    total $201,952 · excluded $201,952

  • 7a · Gross sales of assets other than inventory

    securities $1,145,309

  • 7b · Less cost or other basis and sales expenses

    securities $1,299,778

  • 7c · Gain or loss

    securities -$154,469

  • 7d · Net gain or loss

    total -$154,469 · excluded -$154,469

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $44,000 · program services $44,000

  • 2 · Grants to domestic individuals

    total $215,000 · program services $215,000

  • 5 · Compensation of officers, directors and key employees

    total $190,229 · program services $57,069 · management and general $76,091 · fundraising $57,069

  • 7 · Other salaries and wages

    total $206,950 · program services $24,455 · management and general $70,843 · fundraising $111,652

  • 8 · Pension plan contributions

    total $17,725 · program services $2,059 · management and general $6,057 · fundraising $9,609

  • 9 · Other employee benefits

    total $25,327 · program services $3,738 · management and general $8,906 · fundraising $12,683

  • 10 · Payroll taxes

    total $25,384 · program services $5,035 · management and general $9,335 · fundraising $11,014

  • 11b · Fees: legal

    total $266 · program services $53 · management and general $98 · fundraising $115

  • 11c · Fees: accounting

    total $33,075 · program services $6,561 · management and general $12,163 · fundraising $14,351

  • 11f · Fees: investment management

    total $23,307 · management and general $23,307

  • 11g · Fees: other

    total $12,150 · program services $2,410 · management and general $4,468 · fundraising $5,272

  • 13 · Office expenses

    total $45,496 · program services $9,024 · management and general $16,731 · fundraising $19,741

  • 16 · Occupancy

    total $28,185 · program services $5,591 · management and general $10,365 · fundraising $12,229

  • 17 · Travel

    total $33,950 · program services $28,071 · management and general $2,697 · fundraising $3,182

  • 19 · Conferences, conventions and meetings

    total $240,657 · program services $47,736 · management and general $88,503 · fundraising $104,418

  • 24a · Other expenses: IN KIND EXPENSE

    total $60,352 · fundraising $60,352

  • 24b · Other expenses: MISCELLANEOUS

    total $44,999 · management and general $44,999

  • 24c · Other expenses: ANNUAL REPORT

    total $44,764 · program services $8,879 · management and general $16,462 · fundraising $19,423

  • 24d · Other expenses: ANNUITY PAYMENTS

    total $15,628 · management and general $15,628

  • 24e · All other expenses

    total $6,777 · program services $1,344 · management and general $2,492 · fundraising $2,941

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $97,003 · end of year $101,357

  • 2 · Savings and temporary cash investments

    beginning of year $250,262 · end of year $268,886

  • 3 · Pledges and grants receivable

    beginning of year $1,254,307 · end of year $944,878

  • 11 · Investments: publicly traded securities

    beginning of year $5,932,456 · end of year $6,652,439

  • 17 · Accounts payable and accrued expenses

    beginning of year $365,561 · end of year $317,411

  • 24 · Unsecured notes and loans payable

    beginning of year $148,807 · end of year $145,161

  • 25 · Other liabilities

    beginning of year $135,839 · end of year $119,793

  • 27 · Net assets without donor restrictions

    beginning of year -$55,879 · end of year -$159,103

  • 28 · Net assets with donor restrictions

    beginning of year $6,939,700 · end of year $7,544,298

Mission and programs · 2023

Mission

THE AMERICAN ACADEMY OF PERIODONTOLOGY FOUNDATION, INC.IS THE PREMIER PHILANTHROPIC ENTITY ENSURING THE VIABILITY AND SUSTAINABILITY OF THE SPECIALTY OF PERIODONTICS AND DENTAL IMPLANT SURGERY. IT SERVES TO ADVANCE THE SPECIALTY OF PERIODONTOLOGY AND DENTAL IMPLANT SURGERY THROUGH ADVOCACY, RESEARCH, AND EDUCATION.

Activities or mission (Part I)

TO IMPROVE THE PERIODONTAL AND GENERAL HEALTH OF THE PUBLIC.

  • TO IMPROVE THE PERIODONTAL AND GENERAL HEALTH OF THE PUBLIC THROUGH INCREASING PUBLIC AND PROFESSIONAL KNOWLEDGE OF PERIODONTAL DISEASES AND THEIR THERAPIES, STIMULATING BASIC AND CLINICAL RESEARCH TO GENERATE NEW KNOWLEDGE AND ENHANCING EDUCATIONAL PROGRAMS AT ALL LEVELS TO CREATE OPPORTUNITIES IN PERIODONTAL EDUCATION AND PRACTICE.

    Expenses $461,025 · Grants $259,000 · Revenue $130,179

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Flavia Pirih

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Joan Otomo-Corgel

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • John Herrin

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Lisa Masters

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Irina F Dargan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Stephen J Meraw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Christopher Richardson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • Colin Richman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • Caitlin D Darcey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Purnima S Kumar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • David K Okano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • David H Yu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Craig Y Yonemura

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Robert Vitas

    EXECUTIVE DIRECTOR

    Total calculated
    $190,229
    From this org
    $0
    From related orgs
    $163,257
    Other
    $26,972
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $0 + $163,257 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,325 related
    Nontaxable benefits
    $0 + $12,647 related
    Filer's total
    $0 + $190,229 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • THE AMERICAN ACADEMY OF PERIODONTOLOGY

    $30,000

    TO FUND PROJECTS FOR THE ORGANIZATION.

  • ACADEMY FOR ACADEMIC LEADERSHIP

    $14,000

    TO FUND SCHOLARSHIPS FOR PERIODONTISTS ATTENDING AAL INSTITUTE FOR TEACHING AND LEARNING. THESE PERIODONTISTS RECEIVE TRAINING TO RETURN TO PART-TIME AND FULL-TIME TEACHING.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
20 August 2024
IRS schema version
2023v5.1
Source object
202412399349300211

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.