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Nonprofiteer
← DENTAL TRADE ALLIANCE

Form 990 for tax year 2023

Filed by DENTAL TRADE ALLIANCE.

Totals

Total revenue
$2,645,363
Total expenses
$2,438,399
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,386,338
Investment income
$79,121
Other revenue
$179,904
Total assets, end of year
$3,280,363
Total liabilities, end of year
$1,228,372
Net assets or fund balances, end of year
$2,051,991
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.

  • 2a · Program service revenue: Membership Dues

    total $1,516,126 · related or exempt $1,516,126

  • 2b · Program service revenue: Annual Meeting

    total $797,360 · related or exempt $797,360

  • 2c · Program service revenue: Intro Dental Learning

    total $36,604 · related or exempt $36,604

  • 2d · Program service revenue: Regulatory Workshops

    total $36,248 · related or exempt $36,248

  • 3 · Investment income

    total $79,121 · excluded $79,121

  • 5 · Royalties

    total $158,058 · excluded $158,058

  • 11a · Other revenue: Management Fee

    total $18,000 · excluded $18,000

  • 11b · Other revenue: Other Revenue

    total $3,846 · related or exempt $3,846

  • 11e · Other revenue, total

    $21,846

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $528,101

  • 7 · Other salaries and wages

    total $325,539

  • 8 · Pension plan contributions

    total $19,472

  • 9 · Other employee benefits

    total $77,842

  • 10 · Payroll taxes

    total $61,798

  • 11b · Fees: legal

    total $26,300

  • 11c · Fees: accounting

    total $14,200

  • 11d · Fees: lobbying

    total $18,382

  • 11f · Fees: investment management

    total $10,362

  • 11g · Fees: other

    total $343,968

  • 13 · Office expenses

    total $64,119

  • 16 · Occupancy

    total $121,126

  • 17 · Travel

    total $66,764

  • 19 · Conferences, conventions and meetings

    total $626,961

  • 20 · Interest

    total $80

  • 22 · Depreciation, depletion and amortization

    total $20,108

  • 23 · Insurance

    total $13,883

  • 24a · Other expenses: Industry Development

    total $82,208

  • 24b · Other expenses: Subscriptions

    total $13,258

  • 24c · Other expenses: Taxes

    total $3,928

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $328,794 · end of year $224,688

  • 4 · Accounts receivable

    beginning of year $14,724 · end of year $20,675

  • 9 · Prepaid expenses and deferred charges

    beginning of year $115,653 · end of year $83,524

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

    $264,285

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

    $191,750

  • 10c · Land, buildings and equipment, net

    beginning of year $83,778 · end of year $72,535

  • 11 · Investments: publicly traded securities

    beginning of year $1,495,037 · end of year $2,032,004

  • 15 · Other assets

    beginning of year $952,944 · end of year $846,937

  • 17 · Accounts payable and accrued expenses

    beginning of year $62,473 · end of year $67,701

  • 19 · Deferred revenue

    beginning of year $293,669 · end of year $317,489

  • 25 · Other liabilities

    beginning of year $907,969 · end of year $843,182

  • 27 · Net assets without donor restrictions

    beginning of year $1,726,819 · end of year $2,051,991

Mission and programs · 2023

Mission

To promote and encourage the development, production, and distribution of equipment and materials for the dental profession, schools, and laboratories to enable the members to perform to the highest degree of useful services for the public health and welfare.

Activities or mission (Part I)

Enhance oral health care while driving member success.

  • Marketing reports produced to provide data on dental sales in the United States to promote and encourage the development, production, and distribution of equipment and materials for the dental profession, schools, and laboratories.

  • The annual meeting provides speakers and educational workshops on important issues in the dental trade industry to promote the quality of the development, production, and distribution of equipment and materials for the profession. About 286 individuals attended the 2023 annual meeting.

  • Membership activities include advocacy and regulatory information and educational opportunities to enable members to provide the highest degree of products and services to improve the health and welfare of people.

As filed on the 2023 return.

Listed in Part VII

  • Karen Neiner

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    4

  • Dave Brandsen

    Director

    Total calculated
    $0
    Hours/week
    2

  • Katy Cohen

    Director

    Total calculated
    $0
    Hours/week
    2

  • Laura Dawson

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Steve Desautel

    Director

    Total calculated
    $0
    Hours/week
    2

  • Christopher Holden

    Director

    Total calculated
    $0
    Hours/week
    2

  • Glen Kendrick

    Director

    Total calculated
    $0
    Hours/week
    2

  • Linda Miller

    Director

    Total calculated
    $0
    Hours/week
    2

  • Marv Nelson

    Director

    Total calculated
    $0
    Hours/week
    4

  • Dave Steck

    Director

    Total calculated
    $0
    Hours/week
    2

  • Eric Wenzel

    Director

    Total calculated
    $0
    Hours/week
    2

  • Tim Rogan

    Board Chair

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Ted Kehagias

    Chair Elect

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Sandi Hirsch

    First Vice Chair

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Scot Andersen

    Second Vice Chair

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Tom Richardson

    Treasurer

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Gregory Chavez

    Chief Executive Officer

    Total calculated
    $337,822
    From this org
    $296,907
    From related orgs
    $0
    Other
    $40,915
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $269,869
    Bonus
    $27,038
    Other
    $0
    Deferred
    $17,845
    Nontaxable benefits
    $23,070
    Filer's total
    $337,822

  • Amy Moorman

    Vice President of Operatio

    Total calculated
    $190,279
    From this org
    $166,341
    From related orgs
    $0
    Other
    $23,938
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,341
    Bonus
    $6,000
    Other
    $0
    Deferred
    $9,972
    Nontaxable benefits
    $13,966
    Filer's total
    $190,279

  • Fred Freedman

    VP, Member Services

    Total calculated
    $190,225
    From this org
    $165,971
    From related orgs
    $0
    Other
    $24,254
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,971
    Bonus
    $6,000
    Other
    $0
    Deferred
    $9,913
    Nontaxable benefits
    $14,341
    Filer's total
    $190,225

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 committee
  • 3 · Form 990 of other organizations
  • 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

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.

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.

  • Dental Trade Alliance Foundation

    501(c)(3) · To improve the access to, and productivity of, the oral health system · VA · controlled entity

    Directly controlled by Dental Trade Alliance

Provenance

Return type
form_990
Tax year
2023
Filed
31 May 2024
IRS schema version
2023v5.0
Source object
202401569349301000

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