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Nonprofiteer
← AMERICAN ASSOCIATION OF ENDODONTISTS FOUNDATION

Form 990 for tax year 2023

Filed by AMERICAN ASSOCIATION OF ENDODONTISTS FOUNDATION.

Totals

Total revenue
$1,712,530
Total expenses
$2,182,426
Contributions and grants received
$757,920
Grants paid
$1,003,371
Program service revenue
$0
Investment income
$954,610
Other revenue
$0
Total assets, end of year
$36,708,127
Total liabilities, end of year
$274,494
Net assets or fund balances, end of year
$36,433,633
Program services expenses (Part IX)
$1,247,868
Management and general expenses
$550,651
Fundraising expenses
$383,907
Program service expenses (Part III)
$1,247,868

Program services were 57.2% 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

    $757,920

  • 3 · Investment income

    total $1,053,217 · excluded $1,053,217

  • 7a · Gross sales of assets other than inventory

    securities $1,150,000

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

    securities $1,248,607

  • 7c · Gain or loss

    securities -$98,607

  • 7d · Net gain or loss

    total -$98,607 · excluded -$98,607

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $565,575 · program services $565,575

  • 2 · Grants to domestic individuals

    total $321,000 · program services $321,000

  • 3 · Grants to foreign organizations and individuals

    total $116,796 · program services $116,796

  • 5 · Compensation of officers, directors and key employees

    total $21,075 · management and general $21,075

  • 11f · Fees: investment management

    total $59,499 · management and general $59,499

  • 11g · Fees: other

    total $88,046 · program services $817 · management and general $51,985 · fundraising $35,244

  • 13 · Office expenses

    total $15,753 · program services $1,124 · management and general $1,703 · fundraising $12,926

  • 17 · Travel

    total $150,053 · program services $30,898 · management and general $107,391 · fundraising $11,764

  • 19 · Conferences, conventions and meetings

    total $72,414 · program services $5,196 · management and general $66,501 · fundraising $717

  • 22 · Depreciation, depletion and amortization

    total $5,484 · management and general $5,484

  • 23 · Insurance

    total $7,024 · program services $7,024

  • 24a · Other expenses: COST SHARING REIMBURSEM

    total $706,173 · program services $198,357 · management and general $212,555 · fundraising $295,261

  • 24b · Other expenses: ANNUAL SESSION

    total $35,053 · management and general $7,134 · fundraising $27,919

  • 24c · Other expenses: BANK FEES

    total $14,101 · management and general $14,101

  • 24d · Other expenses: RECOGNITION AWARDS

    total $2,865 · program services $1,081 · management and general $1,708 · fundraising $76

  • 24e · All other expenses

    total $1,515 · management and general $1,515

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $499,798 · end of year $642,225

  • 2 · Savings and temporary cash investments

    beginning of year $478,998 · end of year $503,386

  • 3 · Pledges and grants receivable

    beginning of year $1,406,801 · end of year $1,047,783

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

    $76,189

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

    $61,204

  • 10c · Land, buildings and equipment, net

    beginning of year $20,469 · end of year $14,985

  • 11 · Investments: publicly traded securities

    beginning of year $30,212,887 · end of year $34,499,748

  • 17 · Accounts payable and accrued expenses

    beginning of year $62,921 · end of year $119,847

  • 18 · Grants payable

    beginning of year $18,511 · end of year $77,264

  • 25 · Other liabilities

    beginning of year $30,637 · end of year $77,383

  • 27 · Net assets without donor restrictions

    beginning of year $31,095,819 · end of year $35,385,950

  • 28 · Net assets with donor restrictions

    beginning of year $1,411,065 · end of year $1,047,683

Mission and programs · 2023

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 $242,174 · Grants $136,504

  • 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 $793,276 · Grants $724,616

  • 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 $135,382 · Grants $67,252

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

    Expenses $77,036 · Grants $75,000

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

Listed in Part VII

  • ALEJANDRO AGUIRRE

    BOARD MEMBER

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • POPPY BLASCEIO

    BOARD MEMBER

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BLAKE BROWNELL

    BOARD MEMBER

    Total calculated
    $1,350
    From this org
    $1,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • KATHERINE DIVINE

    BOARD MEMBER

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CARLA Y FALCON

    BOARD MEMBER

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BRUCE JUSTMAN

    BOARD MEMBER

    Total calculated
    $1,350
    From this org
    $1,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BARBARA NORDQUIST

    BOARD MEMBER

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • RYAN B MCMAHAN

    BOARD MEMBER

    Total calculated
    $1,350
    From this org
    $1,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ROBERT S RODA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MOEIN SADRKHANI

    BOARD MEMBER

    Total calculated
    $1,350
    From this org
    $1,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TOM VON SYDOW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SCOTT FEHRS

    BOARD MEMBER

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MARIA MARANGA

    BOARD MEMBER

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SCOTT B MCCLANAHAN

    BOARD MEMBER

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MARK A ODOM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JUHEON SEUNG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PATRICK DAHLKEMPER

    BOARD MEMBER

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • NATASHA FLAKE

    AAE OFFICER SERVING AS TRU

    Total calculated
    $27,750
    From this org
    $0
    From related orgs
    $27,750
    Other
    $0
    Hours/week
    1 + 10 related

  • CRAIG HIRSCHBERG

    AAE OFFICER SERVING AS TRU

    Total calculated
    $37,208
    From this org
    $0
    From related orgs
    $37,208
    Other
    $0
    Hours/week
    1 + 10 related

  • STEVEN J KATZ

    AAE OFFICER SERVING AS TRU

    Total calculated
    $26,500
    From this org
    $0
    From related orgs
    $26,500
    Other
    $0
    Hours/week
    1 + 10 related

  • ALAN LAW

    AAE OFFICER SERVING AS TRU

    Total calculated
    $5,043
    From this org
    $0
    From related orgs
    $5,043
    Other
    $0
    Hours/week
    1 + 10 related

  • STEFAN I ZWEIG

    AAE OFFICER SERVING AS TRU

    Total calculated
    $30,293
    From this org
    $0
    From related orgs
    $30,293
    Other
    $0
    Hours/week
    1 + 10 related

  • ANTHONY T BORGIA

    TREASURER

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • MARGOT KUSIENSKI

    PRESIDENT

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • PATRICIA TORDIK

    PRESIDENT-ELECT (EFFECTIVE

    Total calculated
    $3,225
    From this org
    $3,225
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • FIZA SINGH

    SECRETARY

    Total calculated
    $1,350
    From this org
    $1,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • KEN WIDELKA

    EXECUTIVE DIRECTOR

    Total calculated
    $544,582
    From this org
    $0
    From related orgs
    $478,152
    Other
    $66,430
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,170 related
    Bonus
    $0 + $43,890 related
    Other
    $0 + $13,092 related
    Deferred
    $0 + $33,439 related
    Nontaxable benefits
    $0 + $32,991 related
    Filer's total
    $0 + $544,582 related

  • REBECCA PERRY

    CHIEF FINANCIAL OFFICER

    Total calculated
    $254,576
    From this org
    $0
    From related orgs
    $225,670
    Other
    $28,906
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,961 related
    Bonus
    $0 + $9,672 related
    Other
    $0 + $3,037 related
    Deferred
    $0 + $16,116 related
    Nontaxable benefits
    $0 + $12,790 related
    Filer's total
    $0 + $254,576 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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 April 2024
IRS schema version
2023v5.0
Source object
202411349349300136

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

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