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Nonprofiteer
← CALIFORNIA DENTAL ASSOCIATION FOUNDATION

Form 990 for tax year 2023

Filed by CALIFORNIA DENTAL ASSOCIATION FOUNDATION.

Totals

Total revenue
$588,539
Total expenses
$1,341,823
Contributions and grants received
$445,410
Grants paid
$253,181
Program service revenue
$0
Investment income
$143,129
Other revenue
$0
Total assets, end of year
$3,403,608
Total liabilities, end of year
$446,365
Net assets or fund balances, end of year
$2,957,243
Program services expenses (Part IX)
$1,087,783
Management and general expenses
$163,576
Fundraising expenses
$90,464
Program service expenses (Part III)
$1,087,783

Program services were 81.1% 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.

  • 1e · Government grants (contributions)

    $268,227

  • 1f · All other contributions, gifts and grants

    $177,183

  • 3 · Investment income

    total $143,129 · excluded $143,129

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $106,331 · program services $106,331

  • 2 · Grants to domestic individuals

    total $146,850 · program services $146,850

  • 5 · Compensation of officers, directors and key employees

    total $190,628 · program services $157,589 · management and general $18,300 · fundraising $14,739

  • 7 · Other salaries and wages

    total $120,991 · program services $100,022 · management and general $11,615 · fundraising $9,354

  • 8 · Pension plan contributions

    total $24,697 · program services $20,417 · management and general $2,371 · fundraising $1,909

  • 9 · Other employee benefits

    total $58,090 · program services $48,022 · management and general $5,577 · fundraising $4,491

  • 10 · Payroll taxes

    total $41,264 · program services $34,112 · management and general $3,961 · fundraising $3,191

  • 11g · Fees: other

    total $165,364 · program services $110,437 · management and general $54,927

  • 12 · Advertising and promotion

    total $22,199 · fundraising $22,199

  • 16 · Occupancy

    total $9,181 · program services $7,590 · management and general $881 · fundraising $710

  • 17 · Travel

    total $44,439 · program services $33,493 · management and general $7,978 · fundraising $2,968

  • 23 · Insurance

    total $20,225 · management and general $20,225

  • 24a · Other expenses: FEES TO CDA & RELATED P

    total $350,650 · program services $289,886 · management and general $33,662 · fundraising $27,102

  • 24b · Other expenses: OTHER EXPENSES

    total $40,914 · program services $33,034 · management and general $4,079 · fundraising $3,801

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $85,724 · end of year $106,525

  • 2 · Savings and temporary cash investments

    beginning of year $3,512,984 · end of year $2,889,026

  • 4 · Accounts receivable

    beginning of year $231,103 · end of year $184,852

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,363 · end of year $11,915

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

    $46,200

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

    $46,200

  • 10c · Land, buildings and equipment, net

    beginning of year $1,540 · end of year $0

  • 15 · Other assets

    beginning of year $243,445 · end of year $211,290

  • 17 · Accounts payable and accrued expenses

    beginning of year $113,590 · end of year $139,179

  • 25 · Other liabilities

    beginning of year $275,046 · end of year $307,186

  • 27 · Net assets without donor restrictions

    beginning of year $2,331,911 · end of year $1,887,567

  • 28 · Net assets with donor restrictions

    beginning of year $1,361,612 · end of year $1,069,676

Mission and programs · 2023

Mission

THE FOUNDATION'S MISSION IS TO IMPROVE THE ORAL HEALTH OF ALL CALIFORNIANS BY SUPPORTING THE DENTAL PROFESSION AND ITS EFFORTS TO MEET COMMUNITY NEEDS.

  • CHARITABLE CARE PROGRAMS: THE CDA FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO EXPAND ACCESS TO DENTAL CARE FOR UNDERSERVED CALIFORNIANS. THE CDA FOUNDATION ACCOMPLISHES THIS GOAL THROUGH INNOVATIVE ACCESS TO CARE PROGRAMS AND SERVICES THAT EXPAND PREVENTATIVE AND RESTORATIVE DENTAL CARE TO THE MOST VULNERABLE SEGMENTS OF THE POPULATION - YOUNG AND SPECIAL NEEDS CHILDREN, THE ELDERLY, WORKING POOR FAMILIES, AND THOSE FACING MULTIPLE, COMPLEX BARRIERS TO ACHIEVING CARE.

    Expenses $844,812 · Grants $65,261

  • STUDENT/MEMBER ASSISTANCE: THE CDA FOUNDATION PROVIDES STUDENT LOAN REPAYMENT AND FACULTY FELLOWSHIPS TO SUPPORT ORAL HEALTH PROFESSIONALS WHO SEEK TO PRACTICE IN UNDERSERVED COMMUNITIES AND PROVIDE CARE TO CALIFORNIA'S MOST VULNERABLE RESIDENTS. THE CDA FOUNDATION RELIEF FUND PROVIDES A SAFETY NET OF FINANCIAL ASSISTANCE TO DENTAL PROFESSIONALS AND THEIR FAMILIES IN TIMES OF DISASTER, CATASTROPHIC INJURY, OR PHYSICALLY DEBILITATING INJURY RESULTING IN THE PERSON NOT BEING SELF-SUSTAINING.

    Expenses $195,271 · Grants $186,420

  • EDUCATION: THE CDA FOUNDATION DEVELOPS AND DISSEMINATES EDUCATIONAL MATERIALS FOR ORAL HEALTH PROFESSIONALS AND THE PUBLIC REGARDING EVIDENCE-BASED METHODS FOR REDUCING DENTAL DISEASE AND ELIMINATING BARRIERS TO DENTAL CARE FOR UNDERSERVED POPULATIONS.

    Expenses $47,700 · Grants $1,500

As filed on the 2023 return.

Listed in Part VII

  • Richard Barnes DDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Reed DDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Linda J Seifert Esq

    OUTSIDE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John E Taylor DDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Priyadarshini Agrawal DMD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gabriela Garces

    OUTSIDE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Max Martinez DDS

    DIRECTOR LIAISON

    Total calculated
    $0
    Hours/week
    1

  • Amir Kazim DDS

    ASSOCIATE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elisa Chavez DDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Santos Cortez Jr DDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alyssa Nowlen DDS

    ASSOCIATE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alma Clark DDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrea Akabike DDS

    ASSOCIATE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jared Fine DDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peter A Dubois

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Allen Wong DDS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Kevin Keating DDS Ms

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Richard Graham DDS

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mary McCune

    EXECUTIVE DIRECTOR

    Total calculated
    $190,628
    From this org
    $190,628
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,616
    Bonus
    $0
    Other
    $3,012
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $190,628

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 · Compensation survey or study

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

  • HENRY SCHEIN

    $65,261

    UKRAINIAN RELIEF FUND 2023

  • CALIFORNIA NORTHSTATE UNIVERSITY COLLEGE OF DENTAL MEDICINE

    $41,070

    MOU AGREEMENT 22-10947 - CALIFORNIA NORTHSTATE UNIVERSITY COLLEGE OF DENTAL MEDICINE

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CDA HOLDING COMPANY INC

    C · MGMT · CA

    Directly controlled by CALIFORNIA DENTAL ASSOCIATION

  • THE DENTISTS INSURANCE CO

    C · INSURANCE · CA

    Directly controlled by CALIFORNIA DENTAL ASSOCIATION

  • TDIC INSURANCE SOLUTIONS

    C · MGMT · CA

    Directly controlled by CALIFORNIA DENTAL ASSOCIATION

  • DENTISTS SERVICE COMPANY

    C · DENTAL SUPPLIER · CA

    Directly controlled by CALIFORNIA DENTAL ASSOCIATION

Provenance

Return type
form_990
Tax year
2023
Filed
9 October 2024
IRS schema version
2023v5.1
Source object
202402839349302065

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