Form 990 for tax year 2023

Filed by WISCONSIN DENTAL ASSOCIATION INC.

Totals

Total revenue: $2,190,286
Total expenses: $2,578,311
Contributions and grants received: $40,000
Grants paid: $1,000
Program service revenue: $1,788,095
Investment income: $134,128
Other revenue: $228,063
Total assets, end of year: $6,804,799
Total liabilities, end of year: $2,685,674
Net assets or fund balances, end of year: $4,119,125
Program services expenses (Part IX): not reported
Management and general expenses: not reported
Fundraising expenses: not reported
Program service expenses (Part III): not reported

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.

1d · Related organizations

$40,000
2a · Program service revenue: MEMBERSHIP DUES

total $1,503,889 · related or exempt $1,503,889
2b · Program service revenue: REGISTRATION FEES

total $57,143 · related or exempt $57,143
2c · Program service revenue: WDA JOURNAL

total $34,510 · related or exempt $34,510
2d · Program service revenue: CONTINUING EDUCATION

total $31,431 · related or exempt $31,431
2e · Program service revenue: ADMINISTRATIVE FEES

total $24,800 · related or exempt $24,800
2f · All other program service revenue

total $136,322 · related or exempt $128,584 · excluded $7,738
3 · Investment income

total $134,128 · excluded $134,128
5 · Royalties

total $228,063 · unrelated business $64,441 · excluded $163,622

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $1,000
5 · Compensation of officers, directors and key employees

total $388,789
7 · Other salaries and wages

total $656,584
8 · Pension plan contributions

total $41,613
9 · Other employee benefits

total $192,217
10 · Payroll taxes

total $82,546
11b · Fees: legal

total $78,000
11c · Fees: accounting

total $22,405
11g · Fees: other

total $114,843
12 · Advertising and promotion

total $157,170
13 · Office expenses

total $184,638
16 · Occupancy

total $125,178
17 · Travel

total $151,474
19 · Conferences, conventions and meetings

total $188,455
22 · Depreciation, depletion and amortization

total $16,569
23 · Insurance

total $58,455
24a · Other expenses: MAINTENANCE

total $49,289
24b · Other expenses: FULFILLMENT

total $14,926
24c · Other expenses: REGISTRATION

total $10,741
24d · Other expenses: SUBSCRIPTIONS

total $9,349
24e · All other expenses

total $34,070

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $630,667 · end of year $650,024
2 · Savings and temporary cash investments

beginning of year $125,151 · end of year $256,874
4 · Accounts receivable

beginning of year $4,144 · end of year $12,557
7 · Other notes and loans receivable

beginning of year $399,743 · end of year $299,239
9 · Prepaid expenses and deferred charges

beginning of year $126,614 · end of year $71,951
10a · Land, buildings and equipment: cost or other basis

$380,591
10b · Land, buildings and equipment: accumulated depreciation

$355,901
10c · Land, buildings and equipment, net

beginning of year $32,941 · end of year $24,690
11 · Investments: publicly traded securities

beginning of year $2,521,583 · end of year $2,455,836
12 · Investments: other securities

beginning of year $1,267,372 · end of year $1,783,140
15 · Other assets

beginning of year $1,518,855 · end of year $1,250,488
17 · Accounts payable and accrued expenses

beginning of year $41,892 · end of year $167,493
19 · Deferred revenue

beginning of year $757,125 · end of year $714,965
25 · Other liabilities

beginning of year $2,068,014 · end of year $1,803,216
27 · Net assets without donor restrictions

beginning of year $3,760,039 · end of year $4,119,125

Mission and programs · 2023

Mission

ADVANCE THE INTERESTS OF WDA MEMBERS AND THE DENTAL PROFESSION BY PROMOTING PROFESSIONAL EXCELLENCE AND QUALITY ORAL HEALTH CARE FOR THE PUBLIC.

WDA AND ITS MEMBERS ARE COMMITTED TO PROMOTING PROFESSIONAL EXCELLENCE AND QUALITY ORAL HEALTH CARE. WDA SERVED MEMBERS BY PROVIDING PROGRAMS AND SERVICES THAT ITS MEMBERS AGREE PROVIDE THEM WITH REAL VALUE. WDA ADVOCATED FOR PUBLIC-POLICY ON ORAL HEALTH CARE. WDA IS THE ADVOCATE FOR QUALITY ORAL HEALTH CARE IN ALL PUBLIC POLICY ISSUES. WDA EDUCATED THE PUBLIC ON ORAL HEALTH AND DELIVERY OF CARE. WDA IS RECOGNIZED AS THE PUBLIC'S AUTHORITATIVE SOURCE OF ORAL HEALTH CARE INFORMATION. WDA EMPOWERED ITS MEMBERS AND STAFF FOR ORGANIZATIONAL AND MEMBER SUCCESS. WDA HAS DEVELOPED GOVERNANCE SYSTEMS AND BUSINESS PROCESSES TO EMPOWER ITS MEMBERS, STAFF AND PARTNERS FOR MAXIMUM ORGANIZATIONAL ACHIEVEMENT AND MEMBER EFFECTIVENESS IN ASSOCIATION INITIATIVES. THE WISCONSIN DENTAL ASSOCIATION HAS 3,000 MEMBER DENTISTS AND A NUMBER OF DENTAL HYGIENISTS. WITH JUST 3,100 LICENSED DENTISTS IN THE STATE, THE WDA IS CONSIDERED THE LEADING VOICE FOR DENTISTRY IN WISCONSIN.

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

Listed in Part VII

Dr Andrew SmithDR ANDREW SMITH

TRUSTEE

Total calculated

$0

Hours/week

4
Dr Angela LueckDR ANGELA LUECK

TRUSTEE

Total calculated

$0

Hours/week

4
Dr Eric ChildsDR ERIC CHILDS

TRUSTEE

Total calculated

$0

Hours/week

4
Dr Tamim SifriDR TAMIM SIFRI

TRUSTEE

Total calculated

$0

Hours/week

4
Dr Laura LuxDR LAURA LUX

TRUSTEE

Total calculated

$0

Hours/week

4
Dr Rachel SteeleDR RACHEL STEELE

TRUSTEE

Total calculated

$0

Hours/week

4
Dr Maria BarnesDR MARIA BARNES

TRUSTEE

Total calculated

$0

Hours/week

4
Dr Cheska Avery-StaffordDR CHESKA AVERY-STAFFORD

TRUSTEE

Total calculated

$0

Hours/week

4
Dr Kelly WestDR KELLY WEST

TRUSTEE

Total calculated

$0

Hours/week

4
Dr Jeremy HoffmanDR JEREMY HOFFMAN

TRUSTEE

Total calculated

$0

Hours/week

4
Dr Karen JohnsonDR KAREN JOHNSON

TRUSTEE

Total calculated

$0

Hours/week

4
Dr Thomas Luepke IIIDR THOMAS LUEPKE III

TRUSTEE

Total calculated

$0

Hours/week

4
Dr Eddie MoralesDR EDDIE MORALES

TRUSTEE

Total calculated

$0

Hours/week

4
Mumal TunioMUMAL TUNIO

TRUSTEE

Total calculated

$0

Hours/week

4
Mr Mark PagetMR MARK PAGET

EXECUTIVE DIRECTOR/SECRETARY

Total calculated

$258,469

From this org

$211,358

From related orgs

$0

Other

$47,111

Hours/week

37.5

Schedule J breakdown matched by us

Base

$209,582

Bonus

$1,776

Other

$0

Deferred

$14,762

Nontaxable benefits

$32,349

Filer's total

$258,469
Ms Abby SwetsMS ABBY SWETS

DIRECTOR OF FINANCE

Total calculated

$130,320

From this org

$109,506

From related orgs

$0

Other

$20,814

Hours/week

37.5
Dr Christopher JohnsonDR CHRISTOPHER JOHNSON

PRESIDENT

Total calculated

$0

Hours/week

15
Dr Chris HansenDR CHRIS HANSEN

PRESIDENT-ELECT

Total calculated

$0

Hours/week

15
Dr Thomas ReidDR THOMAS REID

VICE PRESIDENT

Total calculated

$0

Hours/week

15
Dr John R MoserDR JOHN R MOSER

TREASURER

Total calculated

$0

Hours/week

10
Dr Monica HeblDR MONICA HEBL

SPEAKER OF THE HOUSE

Total calculated

$0

Hours/week

4
Dr Ryan DodgeDR RYAN DODGE

EDITOR

Total calculated

$0

Hours/week

9
Dr Clifford HartmannDR CLIFFORD HARTMANN

IMMEDIATE PAST PRESIDENT

Total calculated

$0

Hours/week

15
Ms Brenna SadlerMS BRENNA SADLER

DIRECTOR OF MEMBERSHIP AND COMMUNICATIONS

Total calculated

$121,335

From this org

$110,511

From related orgs

$0

Other

$10,824

Hours/week

37.5

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

1a · Health or social club dues or initiation fees
1b · Written policy on the line-1a expenses
2 · Substantiation required before reimbursing expenses
3 · Compensation committee
3 · Independent compensation consultant
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

The filer's explanations (Part III)

PART I, LINE 1A: THE ORGANIZATION REIMBURSES EMPLOYEES FOR GYM/HEALTH CLUB MEMBERSHIPS IF THEY SUBMIT FOR REIMBURSEMENT. THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE ARE ELIGIBLE FOR THIS REIMBURSEMENT. THE EXECUTIVE DIRECTOR TAKES ADVANTAGE OF THIS OFFER.

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

No itemized grants to organizations on this return.

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.

WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP

C · INSURANCE SALES · WI · 100% owned · share of income $5,302,782 · share of assets $7,683,221 · controlled entity

Directly controlled by WISCONSIN DENTAL ASSOCIATION INC

Provenance

Return type: form_990
Tax year: 2023
Filed: 1 August 2024
IRS schema version: 2023v5.1
Source object: 202422209349300132

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