Skip to content
Nonprofiteer
← AMERICAN ASSOCIATION OF ENDODONTISTS FOUNDATION

Form 990 for tax year 2022

Filed by AMERICAN ASSOCIATION OF ENDODONTISTS FOUNDATION.

Totals

Total revenue
$1,052,182
Total expenses
$2,089,485
Contributions and grants received
$1,103,109
Grants paid
$1,024,186
Program service revenue
$0
Investment income
-$50,927
Other revenue
$0
Total assets, end of year
$32,618,953
Total liabilities, end of year
$112,069
Net assets or fund balances, end of year
$32,506,884
Program services expenses (Part IX)
$1,231,512
Management and general expenses
$495,770
Fundraising expenses
$362,203
Program service expenses (Part III)
$1,231,512

Program services were 58.9% 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

    $1,103,109

  • 3 · Investment income

    total $1,010,753 · excluded $1,010,753

  • 7a · Gross sales of assets other than inventory

    securities $4,735,792

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

    securities $5,797,472

  • 7c · Gain or loss

    securities -$1,061,680

  • 7d · Net gain or loss

    total -$1,061,680 · excluded -$1,061,680

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $582,994 · program services $582,994

  • 2 · Grants to domestic individuals

    total $270,000 · program services $270,000

  • 3 · Grants to foreign organizations and individuals

    total $171,192 · program services $171,192

  • 5 · Compensation of officers, directors and key employees

    total $11,737 · management and general $11,737

  • 11f · Fees: investment management

    total $59,152 · management and general $59,152

  • 11g · Fees: other

    total $91,568 · program services $5,029 · management and general $68,717 · fundraising $17,822

  • 13 · Office expenses

    total $47,331 · program services $960 · management and general $14,723 · fundraising $31,648

  • 17 · Travel

    total $127,521 · program services $21,556 · management and general $94,398 · fundraising $11,567

  • 19 · Conferences, conventions and meetings

    total $27,002 · program services $1,631 · management and general $25,297 · fundraising $74

  • 22 · Depreciation, depletion and amortization

    total $7,168 · program services $1,918 · management and general $2,177 · fundraising $3,073

  • 23 · Insurance

    total $3,430 · management and general $3,430

  • 24a · Other expenses: COST SHARING REIMBURSEM

    total $654,464 · program services $175,157 · management and general $198,720 · fundraising $280,587

  • 24b · Other expenses: ANNUAL SESSION

    total $17,432 · fundraising $17,432

  • 24c · Other expenses: BANK FEES

    total $12,172 · management and general $12,172

  • 24d · Other expenses: RECOGNITION AWARDS

    total $4,366 · program services $1,075 · management and general $3,291

  • 24e · All other expenses

    total $1,956 · management and general $1,956

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $740,500 · end of year $499,798

  • 2 · Savings and temporary cash investments

    beginning of year $499,917 · end of year $478,998

  • 3 · Pledges and grants receivable

    beginning of year $1,377,172 · end of year $1,406,801

  • 4 · Accounts receivable

    beginning of year $1,149

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,430

  • 10a · Land, buildings and equipment: cost or other basis

    $76,189

  • 10b · Land, buildings and equipment: accumulated depreciation

    $55,720

  • 10c · Land, buildings and equipment, net

    beginning of year $27,637 · end of year $20,469

  • 11 · Investments: publicly traded securities

    beginning of year $38,551,956 · end of year $30,212,887

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,259 · end of year $62,921

  • 18 · Grants payable

    beginning of year $110,324 · end of year $18,511

  • 25 · Other liabilities

    beginning of year $34,885 · end of year $30,637

  • 27 · Net assets without donor restrictions

    beginning of year $39,601,689 · end of year $31,095,819

  • 28 · Net assets with donor restrictions

    beginning of year $1,397,604 · end of year $1,411,065

Mission and programs · 2022

Mission

THE FOUNDATION FOR ENDODONTICS IS COMMITTED TO IMPROVING ORAL HEALTH BY INCREASING ENGAGEMENT AND RESOURCES FOR ENDODONTIC RESEARCH, EDUCATION, AND ACCESS TO CARE.

Activities or mission (Part I)

TO SUPPORT ENDODONTICS BY PROVIDING RESOURCES AND FUNDING FOR RESEARCH, EDUCATION, PUBLIC AWARENESS AND ACCESS TO CARE. THE FOUNDATION SUPPORTS SAVING NATURAL TEETH FOR ALL THROUGH THE EFFORTS OF ENDODONTIC SPECIALISTS.

  • RESEARCH - GROUNDBREAKING RESEARCH FUELS THE SPECIALTY AND GIVES BOTH ESTABLISHED AND DEVELOPING ENDODONTISTS THE TOOLS TO ACHIEVE EXCELLENCE IN PATIENT CARE, SAVING NATURAL TEETH WHENEVER POSSIBLE. IN ORDER TO HELP DEFINE ENDODONTICS AS A SPECIALTY, THE FOUNDATION STRIVES TO FUND IMPACTFUL RESEARCH STUDIES, RANGING IN SCALE AND COMPLEXITY.

    Expenses $286,427 · Grants $196,426

  • EDUCATION - SUPPORTING ENDODONTIC EDUCATION AND FACULTY IS CRITICAL TO THE GROWTH AND FUTURE SUCCESS OF THE SPECIALTY. IT IS THE FOUNDATION'S MISSION TO ENSURE THAT DENTAL STUDENTS ARE TAUGHT ENDODONTICS BY HIGHLY QUALIFIED SPECIALISTS IN THE FIELD WHO REMAIN PASSIONATE ABOUT ENDODONTICS AND ARE AT THE FOREFRONT OF RESEARCH AND TECHNOLOGY. STRONG ACADEMIC AND SCIENTIFIC AGENDAS EQUAL A STRONG AND PRODUCTIVITY FUTURE FOR THE SPECIALTY.

    Expenses $804,530 · Grants $751,499

  • ACCESS TO CARE - THE FOUNDATION FUNDS A VARIETY OF ACCESS TO CARE INITIATIVES - ASSISTING PATIENTS IN UNDERSERVED COMMUNITIES, HIGHLIGHTING THE ROLE ENDODONTICS PLAY IN THE DENTAL COMMUNITY, PROVIDING MENTORSHIP AND HANDS-ON OPPORTUNITIES FOR DENTAL STUDENTS TO WORK ALONGSIDE SPECIALISTS, AND ENGAGING YOUNGER MEMBERS.

    Expenses $111,968 · Grants $51,261

  • SPONSORSHIP OF THE ADVANCED PROGRAM IN CLINICAL ENDODONTICS FOR RESIDENTS (APICES)

    Expenses $28,587 · Grants $25,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Nava Fahti

    BOARD MEMBER (THROUGH

    Total calculated
    $0
    Hours/week
    1
  • Anthony T Borgia

    TREASURER

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • John M Nusstein

    PRESIDENT (THROUGH APRIL 2022)

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • Margot Kusienski

    PRESIDENT

    Total calculated
    $1,875
    From this org
    $1,875
    From related orgs
    $0
    Other
    $0
    Hours/week
    4
  • Patricia Tordik

    PRESIDENT-ELECT (EFFECTIVE MAY 2022)

    Total calculated
    $0
    Hours/week
    2
  • Tom Von Sydow

    BOARD MEMBER (EFFECTIVE MAY 2022)

    Total calculated
    $0
    Hours/week
    1
  • Barbara Nordquist

    BOARD MEMBER (EFFECTIVE MAY 2022)

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Scott Fehrs

    BOARD MEMBER

    Total calculated
    $1,250
    From this org
    $1,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • John Ferone

    BOARD MEMBER (THROUGH APRIL 2022)

    Total calculated
    $0
    Hours/week
    1
  • Poppy Blasceio

    BOARD MEMBER (EFFECTIVE MAY 2022)

    Total calculated
    $0
    Hours/week
    1
  • Maria Maranga

    BOARD MEMBER

    Total calculated
    $625
    From this org
    $625
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Ryan B McMahan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Scott B McClanahan

    BOARD MEMBER

    Total calculated
    $875
    From this org
    $875
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Mark A Odom

    BOARD MEMBER

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Juheon Seung

    BOARD MEMBER

    Total calculated
    $875
    From this org
    $875
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Patrick Dahlkemper

    BOARD MEMBER

    Total calculated
    $612
    From this org
    $612
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Katherine Divine

    BOARD MEMBER

    Total calculated
    $875
    From this org
    $875
    From related orgs
    $0
    Other
    $0
    Hours/week
    1
  • Fiza Singh

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Natasha Flake

    AAE OFFICER SERVING AS TRUSTEE (EFFECTIVE MAY 2022

    Total calculated
    $27,875
    From this org
    $0
    From related orgs
    $27,875
    Other
    $0
    Hours/week
    1 + 10 related
  • Craig Hirschberg

    AAE OFFICER SERVING AS TRUSTEE

    Total calculated
    $30,036
    From this org
    $875
    From related orgs
    $29,161
    Other
    $0
    Hours/week
    1 + 10 related
  • Alan Gluskin

    AAE OFFICER SERVING AS TRUSTEE (THROUGH APRIL 2022

    Total calculated
    $15,875
    From this org
    $0
    From related orgs
    $15,875
    Other
    $0
    Hours/week
    1 + 10 related
  • Alan Law

    AAE OFFICER SERVING AS TRUSTEE

    Total calculated
    $14,962
    From this org
    $0
    From related orgs
    $14,962
    Other
    $0
    Hours/week
    1 + 10 related
  • Stefan I Zweig

    AAE OFFICER SERVING AS TRUSTEE

    Total calculated
    $45,236
    From this org
    $875
    From related orgs
    $44,361
    Other
    $0
    Hours/week
    1 + 10 related
  • Ken Widelka

    EXECUTIVE DIRECTOR

    Total calculated
    $529,009
    From this org
    $0
    From related orgs
    $454,856
    Other
    $74,153
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $402,310 related
    Bonus
    $0 + $41,800 related
    Other
    $0 + $10,746 related
    Deferred
    $0 + $30,719 related
    Nontaxable benefits
    $0 + $43,434 related
    Filer's total
    $0 + $529,009 related
  • Rebecca Perry

    CHIEF FINANCIAL OFFICER

    Total calculated
    $240,676
    From this org
    $0
    From related orgs
    $208,436
    Other
    $32,240
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,279 related
    Bonus
    $0 + $10,262 related
    Other
    $0 + $2,895 related
    Deferred
    $0 + $14,760 related
    Nontaxable benefits
    $0 + $17,480 related
    Filer's total
    $0 + $240,676 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 · Written employment contract
  • 3 · Compensation survey or study
  • 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 10 largest by cash amount. The API serves every itemized grant.

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.

  • AMERICAN ASSOCIATION OF ENDODONTISTS

    510(C)(6) · TRADE ASSOCIATION FOR ENDODONTISTS · IL

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2023
IRS schema version
2022v5.0
Source object
202311309349304476

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.