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← WILLIAM J GIES FOUNDATION FOR THE ADVANCEMENT OF DENTISTRY INC

Form 990 for tax year 2022

Filed by WILLIAM J GIES FOUNDATION FOR THE ADVANCEMENT OF DENTISTRY INC.

Totals

Total revenue
$198,421
Total expenses
$171,181
Contributions and grants received
$47,770
Grants paid
$109,015
Program service revenue
$0
Investment income
$149,651
Other revenue
$1,000
Total assets, end of year
$5,256,323
Total liabilities, end of year
$1,782,734
Net assets or fund balances, end of year
$3,473,589
Program services expenses (Part IX)
$109,274
Management and general expenses
$59,676
Fundraising expenses
$2,231
Program service expenses (Part III)
$109,274

Program services were 63.8% 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.

  • 1f · All other contributions, gifts and grants

    $47,770

  • 3 · Investment income

    total $149,332 · excluded $149,332

  • 7a · Gross sales of assets other than inventory

    securities $26,637

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

    securities $26,318

  • 7c · Gain or loss

    securities $319

  • 7d · Net gain or loss

    total $319 · excluded $319

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $1,000 · excluded $1,000

  • 11e · Other revenue, total

    $1,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $109,015 · program services $109,015

  • 11c · Fees: accounting

    total $2,700 · management and general $2,700

  • 11f · Fees: investment management

    total $26,637 · management and general $26,637

  • 11g · Fees: other

    total $15,628 · program services $50 · management and general $13,978 · fundraising $1,600

  • 12 · Advertising and promotion

    total $246 · management and general $123 · fundraising $123

  • 13 · Office expenses

    total $715 · program services $209 · management and general $506

  • 14 · Information technology

    total $5,053 · management and general $5,053

  • 17 · Travel

    total $7,923 · management and general $7,923

  • 19 · Conferences, conventions and meetings

    total $1,759 · management and general $1,251 · fundraising $508

  • 24a · Other expenses: RECRUITMENT/RETENTION

    total $1,505 · management and general $1,505

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $350,231 · end of year $411,285

  • 3 · Pledges and grants receivable

    beginning of year $18,549 · end of year $4,549

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

    $2,352

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

    $2,352

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $4,276,954 · end of year $4,693,239

  • 15 · Other assets

    beginning of year $147,250 · end of year $147,250

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,001 · end of year $10,001

  • 25 · Other liabilities

    beginning of year $1,629,905 · end of year $1,772,733

  • 27 · Net assets without donor restrictions

    beginning of year $2,858,443 · end of year $3,253,799

  • 28 · Net assets with donor restrictions

    beginning of year $294,635 · end of year $219,790

Mission and programs · 2022

Mission

TO LEAD AND SUPPORT THE HEALTH PROFESSIONS COMMUNITY IN PREPARING FUTURE-READY ORAL HEALTH PROFESSIONALS.

Activities or mission (Part I)

TO ENHANCE THE ORAL HEALTH OF THE PUBLIC BY SUPPORTING DENTAL EDUCATION AND RESEARCH.

  • THE WILLIAM J. GIES FOUNDATION FOR THE ADVANCEMENT OF DENTISTRY OF THE ADEA PROVIDES GRANTS TO IMPROVE THE ORAL HEALTH OF THE PUBLIC THROUGH THE SUPPORT OF DENTAL EDUCATION INSTITUTIONS; THE ENCOURAGEMENT OF LIFELONG LEARNING; AND THE RECOGNITION OF SCHOLARLY ACHIEVEMENT, PROFESSIONAL ETHICS AND VALUES, AND PUBLICATIONS IN DENTAL EDUCATION AND RESEARCH.

    Expenses $109,274 · Grants $109,015

As filed on the 2022 return.

Listed in Part VII

  • DR PATRICK J FERRILLO JR

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DR PATRICIA BLANTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GEORGE E HADDAD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR HAZEL HARPER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR SUSAN H KASS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR JAMES B MACHEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR RONNIE MYERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR LISA TEDESCO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN E THORNE IV

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR RICHARD WORKMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR ALLAN J FORMICOLA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR MARSHA PYLE

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DR KAREN P WEST

    PRESIDENT AND CEO, ADEA

    Total calculated
    $524,103
    From this org
    $0
    From related orgs
    $485,644
    Other
    $38,459
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $484,675 related
    Bonus
    $0
    Other
    $0 + $969 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $17,879 related
    Filer's total
    $0 + $534,023 related

  • CHRISTOPHER CARR

    CHIEF FINANCIAL OFFICER

    Total calculated
    $335,162
    From this org
    $0
    From related orgs
    $280,465
    Other
    $54,697
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,231 related
    Bonus
    $0 + $27,488 related
    Other
    $0 + $746 related
    Deferred
    $0 + $28,939 related
    Nontaxable benefits
    $0 + $26,522 related
    Filer's total
    $0 + $335,926 related

  • JASON LEE

    CHIEF OF STAFF

    Total calculated
    $356,630
    From this org
    $0
    From related orgs
    $306,172
    Other
    $50,458
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,539 related
    Bonus
    $0 + $28,145 related
    Other
    $0 + $488 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $21,622 related
    Filer's total
    $0 + $358,294 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)

PART I, LINE 3
THE AMERICAN DENTAL EDUCATION ASSOCIATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION STUDY OR SURVEY, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 April 2024
IRS schema version
2022v5.0
Source object
202421099349301532

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