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 FahtiNAVA FAHTI
BOARD MEMBER (THROUGH
- Total calculated
- $0
- Hours/week
- 1
-
Anthony T BorgiaANTHONY T BORGIA
TREASURER
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
John M NussteinJOHN M NUSSTEIN
PRESIDENT (THROUGH APRIL 2022)
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Margot KusienskiMARGOT KUSIENSKI
PRESIDENT
- Total calculated
- $1,875
- From this org
- $1,875
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
Patricia TordikPATRICIA TORDIK
PRESIDENT-ELECT (EFFECTIVE MAY 2022)
- Total calculated
- $0
- Hours/week
- 2
-
Tom Von SydowTOM VON SYDOW
BOARD MEMBER (EFFECTIVE MAY 2022)
- Total calculated
- $0
- Hours/week
- 1
-
Barbara NordquistBARBARA NORDQUIST
BOARD MEMBER (EFFECTIVE MAY 2022)
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Scott FehrsSCOTT FEHRS
BOARD MEMBER
- Total calculated
- $1,250
- From this org
- $1,250
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
John FeroneJOHN FERONE
BOARD MEMBER (THROUGH APRIL 2022)
- Total calculated
- $0
- Hours/week
- 1
-
Poppy BlasceioPOPPY BLASCEIO
BOARD MEMBER (EFFECTIVE MAY 2022)
- Total calculated
- $0
- Hours/week
- 1
-
Maria MarangaMARIA MARANGA
BOARD MEMBER
- Total calculated
- $625
- From this org
- $625
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Ryan B McMahanRYAN B MCMAHAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Scott B McClanahanSCOTT B MCCLANAHAN
BOARD MEMBER
- Total calculated
- $875
- From this org
- $875
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Mark A OdomMARK A ODOM
BOARD MEMBER
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Juheon SeungJUHEON SEUNG
BOARD MEMBER
- Total calculated
- $875
- From this org
- $875
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Patrick DahlkemperPATRICK DAHLKEMPER
BOARD MEMBER
- Total calculated
- $612
- From this org
- $612
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Katherine DivineKATHERINE DIVINE
BOARD MEMBER
- Total calculated
- $875
- From this org
- $875
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Fiza SinghFIZA SINGH
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Natasha FlakeNATASHA 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 HirschbergCRAIG 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 GluskinALAN 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 LawALAN 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 ZweigSTEFAN 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 WidelkaKEN 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 PerryREBECCA 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
-
UNIVERSITY OF ALABAMA AT BIRMINGHAM
$100,000
ENDOWED FACULTY MATCHING
-
EDUCATOR WORKSHOP
-
COMPETITIVE RESEARCH
-
$30,143
COMPETITIVE RESEARCH
-
ADEA LEADERSHIP
-
APICES
-
RESIDENT RESEARCH
-
COMPETITIVE RESEARCH
-
DOMESTIC OUTREACH
-
DOMESTIC OUTREACH
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.