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Form 990 for tax year 2023

Filed by ADA FOUNDATION.

Totals

Total revenue
$3,094,822
Total expenses
$1,618,389
Contributions and grants received
$194,460
Grants paid
$276,701
Program service revenue
$0
Investment income
$2,893,115
Other revenue
$7,247
Total assets, end of year
$16,784,734
Total liabilities, end of year
$931,193
Net assets or fund balances, end of year
$15,853,541
Program services expenses (Part IX)
$1,259,355
Management and general expenses
$359,034
Fundraising expenses
$0
Program service expenses (Part III)
$1,259,358

Program services were 77.8% 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.

  • 1d · Related organizations

    $25,000

  • 1f · All other contributions, gifts and grants

    $169,460

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $462,084 · excluded $462,084

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $15,193,696

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

    securities $12,762,665

  • 7c · Gain or loss

    securities $2,431,031 · other assets $0

  • 7d · Net gain or loss

    total $2,431,031 · excluded $2,431,031

  • 11a · Other revenue: Miscellaneous Income

    total $7,247 · related or exempt $7,247

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $7,247

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,445 · program services $50,445

  • 2 · Grants to domestic individuals

    total $226,256 · program services $226,256

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $511,116 · program services $423,801 · management and general $87,315

  • 9 · Other employee benefits

    total $206,914 · program services $170,600 · management and general $36,314

  • 11b · Fees: legal

    total $85,658 · program services $0 · management and general $85,658

  • 11c · Fees: accounting

    total $4,782 · management and general $4,782

  • 11f · Fees: investment management

    total $16,055 · program services $9,931 · management and general $6,124

  • 11g · Fees: other

    total $217,716 · program services $169,907 · management and general $47,809 · fundraising $0

  • 12 · Advertising and promotion

    total $62,248 · program services $50,799 · management and general $11,449

  • 13 · Office expenses

    total $123,143 · program services $121,994 · management and general $1,149

  • 17 · Travel

    total $45,279 · program services $19,632 · management and general $25,647

  • 19 · Conferences, conventions and meetings

    total $15,342 · program services $5,921 · management and general $9,421

  • 23 · Insurance

    total $51,617 · program services $8,635 · management and general $42,982

  • 24a · Other expenses: Credit Card Fees

    total $1,818 · program services $1,434 · management and general $384

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $725,188 · end of year $532,835

  • 4 · Accounts receivable

    beginning of year $6,648 · end of year $150,343

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $15,445

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $15,371,133 · end of year $16,061,111

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $25,160 · end of year $25,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $185,052 · end of year $168,625

  • 19 · Deferred revenue

    end of year $37,583

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $762,832 · end of year $724,985

  • 27 · Net assets without donor restrictions

    beginning of year $4,806,513 · end of year $3,826,665

  • 28 · Net assets with donor restrictions

    beginning of year $10,373,732 · end of year $12,026,876

Mission and programs · 2023

Mission

THE ADA FOUNDATION PROVIDES CHARITABLE ASSISTANCE FOR THE DENTAL COMMUNITY AND WORKS TO IMPROVE ORAL HEALTH BY SUPPORTING ACCESS TO CARE, RESEARCH AND EDUCATION PROGRAMS.

  • ACCESS TO CARE: PROMOTE AND FUND PROGRAMS THAT BRING ORAL CARE AND EDUCATION TO LOW-INCOME COMMUNITIES AND UNDERSERVED AREAS WHERE PEOPLE MIGHT NOT OTHERWISE RECEIVE DENTAL CARE.

    Expenses $616,918 · Grants $35,637

  • RESEARCH: PERFORM RESEARCH ACTIVITIES TO ENCOURAGE THE IMPROVEMENT OF THE HEALTH OF THE PUBLIC & TO PROMOTE THE ART AND SCIENCE OF DENTISTRY.

    Expenses $404,708 · Grants $10,000 · Revenue $7,247

  • CHARITABLE ASSISTANCE: PROVIDE CHARITABLE ASSISTANCE TO THE DENTAL COMMUNITY AND THEIR FAMILIES IN NEED. THIS INCLUDES PROVIDING RELIEF GRANTS TO AID MEMBERS OF THE DENTAL PROFESSION AND THEIR DEPENDANTS WHO, BECAUSE OF ACCIDENTAL INJURY, ADVANCED AGE, PHYSICALLY DELIBITATING ILLNESS OR A MEDICAL CONDITION PREVENTS THEM FROM BEING GAINFULLY EMPLOYED, RESULTING IN THE INABILITY TO BE WHOLLY SELF-SUSTAINING.

    Expenses $227,732 · Grants $216,140

  • EDUCATION: HELP ACADEMICALLY GIFTED PREDOCTORAL DENTAL STUDENTS DEFRAY A PART OF THEIR PROFESSIONAL EDUCATION EXPENSES. ALSO, PROVIDE AWARDS TO ORGANIZATIONS THAT SUPPORT PROGRAMS TO IMPROVE CHILDREN'S DENTAL HEALTH BY EDUCATING PARENTS, CAREGIVERS AND PREGNANT WOMEN ON THE VALUE OF GOOD DENTAL HEALTH.

    Expenses $10,000 · Grants $10,000

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

Listed in Part VII

  • Dr Craig Steven Armstrong DDS

    ADAF Chairman of the Board (ending Sep 2023)/ ADA Trustee

    Total calculated
    $89,562
    From this org
    $0
    From related orgs
    $89,562
    Other
    $0
    Hours/week
    1 + 11 related

  • Dr Michele M Tulak-Gorecki DDS

    ADAF Chairman of the Board (starting Sep 2023)/ ADA Trustee

    Total calculated
    $85,027
    From this org
    $0
    From related orgs
    $85,027
    Other
    $0
    Hours/week
    1 + 10 related

  • Dana T Graves DDS

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dr Rita Maxine Cammarata DDS

    Director / ADA Trustees

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • Julie Frantsve-Hawley PHD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Kemp

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nader A Nadershahi

    Director

    Total calculated
    $0
    Hours/week
    1

  • Patricia L Blanton DDS

    Director

    Total calculated
    $0
    Hours/week
    1

  • Raymond A Cohlmia DDS

    Director

    Total calculated
    $811,359
    From this org
    $0
    From related orgs
    $749,776
    Other
    $61,583
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $607,717 related
    Bonus
    $0 + $120,000 related
    Other
    $0 + $22,059 related
    Deferred
    $0 + $50,562 related
    Nontaxable benefits
    $0 + $11,021 related
    Filer's total
    $0 + $811,359 related

  • Steven J Brady MBA

    Director

    Total calculated
    $0
    Hours/week
    1

  • Theresa Gonzales DMD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth A Shapiro DDS

    ADAF Secretary (starting Sep 2023)/ADAChief of Gov & Strategy Mgmt

    Total calculated
    $461,840
    From this org
    $0
    From related orgs
    $397,961
    Other
    $63,879
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,266 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $72,695 related
    Deferred
    $0 + $57,108 related
    Nontaxable benefits
    $0 + $6,771 related
    Filer's total
    $0 + $461,840 related

  • Mr Robert J Zinn

    ADAF Treasurer/ADA Director, Accounting & Reporting

    Total calculated
    $212,295
    From this org
    $0
    From related orgs
    $175,873
    Other
    $36,422
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,489 related
    Bonus
    $0 + $3,500 related
    Other
    $0 + $883 related
    Deferred
    $0 + $26,280 related
    Nontaxable benefits
    $0 + $10,142 related
    Filer's total
    $0 + $212,295 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

None.

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

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE EXECUTIVE DIRECTOR OF THE ADA DETERMINES AND REVIEWS THE COMPENSATION OF THE ADA FOUNDATION CEO. THE HUMAN RESOURCES DEPARTMENT OBTAINS COMPARABILITY DATA ON SALARY INCREASES EVERY 3 TO 5 YEARS AND MONITORS A COMPREHENSIVE COMPENSATION PROGRAM.

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

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 Dental Association

    501(c)(6) · Trade Association · IL

    Directly controlled by NA

  • American Dental Association Political Action Committee

    527 · Seg. Fund · DC

    Directly controlled by NA

  • ADPAC Education Fund

    527 · Seg. Fund · DC

    Directly controlled by NA

  • ADA Forsyth Institute

    501(c)(3) · Scientific Research · MA

    Directly controlled by AMERICAN DENTAL ASSOCIATION

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.

  • ADA BUSINESS ENTERPRISES INC

    C Corporation · FINANCIAL SERVICES · IL

    Directly controlled by ADA

  • ADA BUSINESS INNOVATION GROUP

    C Corporation · DENTAL PRACTICE MATCHING SERVICE · IL

    Directly controlled by ADA

Provenance

Return type
form_990
Tax year
2023
Filed
15 October 2024
IRS schema version
2023v5.1
Source object
202422899349302382

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

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