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Nonprofiteer
← TEXAS DENTAL ASSOCIATION

Form 990 for tax year 2023

Filed by TEXAS DENTAL ASSOCIATION.

Totals

Total revenue
$5,476,465
Total expenses
$5,295,686
Contributions and grants received
$98,525
Grants paid
$25,000
Program service revenue
$4,654,532
Investment income
$289,881
Other revenue
$433,527
Total assets, end of year
$10,941,857
Total liabilities, end of year
$3,541,789
Net assets or fund balances, end of year
$7,400,068
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

    $35,000

  • 1f · All other contributions, gifts and grants

    $63,525

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $2,813,326 · related or exempt $2,591,600 · unrelated business $221,726

  • 2b · Program service revenue: ANNUAL SESSION

    total $1,071,518 · excluded $1,071,518

  • 2c · Program service revenue: CONTINUING EDUCATION

    total $513,576 · related or exempt $513,576

  • 2d · Program service revenue: PUBLICATIONS-ADVERT.

    total $162,952 · unrelated business $162,952

  • 2e · Program service revenue: MEMBER BENEFITS

    total $91,757 · unrelated business $91,757

  • 2f · All other program service revenue

    total $1,403 · unrelated business $1,403

  • 3 · Investment income

    total $292,986 · excluded $292,986

  • 5 · Royalties

    total $275,809 · excluded $275,809

  • 6a · Gross rents

    real property $250,776

  • 6b · Less rental expenses

    real property $151,788

  • 6c · Rental income or loss

    real property $98,988

  • 6d · Net rental income or loss

    total $98,988 · excluded $98,988

  • 7a · Gross sales of assets other than inventory

    securities $35,000

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

    securities $38,105

  • 7c · Gain or loss

    securities -$3,105

  • 7d · Net gain or loss

    total -$3,105 · excluded -$3,105

  • 11a · Other revenue: RENTAL FROM TAXABLE SUBS

    total $58,730 · unrelated business $58,730

  • 11e · Other revenue, total

    $58,730

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,000

  • 5 · Compensation of officers, directors and key employees

    total $961,813

  • 7 · Other salaries and wages

    total $807,890

  • 8 · Pension plan contributions

    total $158,112

  • 9 · Other employee benefits

    total $169,698

  • 10 · Payroll taxes

    total $131,850

  • 11b · Fees: legal

    total $163,903

  • 11c · Fees: accounting

    total $48,244

  • 11d · Fees: lobbying

    total $218,224

  • 11f · Fees: investment management

    total $30,213

  • 11g · Fees: other

    total $400,889

  • 13 · Office expenses

    total $23,366

  • 16 · Occupancy

    total $123,677

  • 17 · Travel

    total $325,911

  • 19 · Conferences, conventions and meetings

    total $939,665

  • 22 · Depreciation, depletion and amortization

    total $26,152

  • 23 · Insurance

    total $90,858

  • 24a · Other expenses: UNRELATED BUSINESS INCO

    total $20,396

  • 24b · Other expenses: PRINTING

    total $201,266

  • 24c · Other expenses: POSTAGE

    total $111,804

  • 24d · Other expenses: DUES AND PAYROLL PROCES

    total $90,636

  • 24e · All other expenses

    total $226,119

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $2

  • 2 · Savings and temporary cash investments

    beginning of year $3,676,741 · end of year $3,142,973

  • 4 · Accounts receivable

    beginning of year $137,032 · end of year $551,445

  • 9 · Prepaid expenses and deferred charges

    beginning of year $154,150 · end of year $225,973

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

    $4,767,831

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

    $4,138,808

  • 10c · Land, buildings and equipment, net

    beginning of year $677,379 · end of year $629,023

  • 11 · Investments: publicly traded securities

    beginning of year $4,502,917 · end of year $5,050,842

  • 12 · Investments: other securities

    beginning of year $1,047,802 · end of year $1,284,309

  • 15 · Other assets

    beginning of year $152,866 · end of year $57,290

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,199,992 · end of year $2,004,809

  • 19 · Deferred revenue

    beginning of year $1,413,652 · end of year $1,447,232

  • 25 · Other liabilities

    beginning of year $130,152 · end of year $89,748

  • 27 · Net assets without donor restrictions

    beginning of year $6,605,091 · end of year $7,400,068

Mission and programs · 2023

Mission

TO ENCOURAGE THE IMPROVEMENT OF THE ORAL HEALTH OF THE PUBLIC, TO PROMOTE THE ART AND SCIENCE OF DENTISTRY, AND TO REPRESENT THE INTERESTS OF THE MEMBERS.

  • ANNUAL SESSION: STATEWIDE ORGANIZATION CONVENTION SERVING NEEDS OF APPROXIMATELY 1,559 MEMBERS, OFFERING EXHIBIT SPACE FOR PRODUCTS USED IN TRADE, EDUCATIONAL SEMINARS, AND ANNUAL ELECTION OF OFFICERS

  • TEXAS DENTAL JOURNAL AND NEWSLETTER TDA TODAY - PUBLICATIONS OF APPROXIMATELY 8,567 AND 8,969 ISSUES PER MONTH TO KEEP MEMBERS INFORMED OF INDUSTRY DEVELOPMENTS.

  • BOARD OF DIRECTORS, COUNCILS, AND COMMITTEES - SERVING MEMBERS BY COORDINATING EDUCATIONAL PROGRAMS, PUBLIC RELATIONS, LOBBYING FOR MEMBER INTERESTS, AND PEER REVIEW.

  • THE ASSOCIATION WEBSITE SERVES TO KEEP MEMBERS INFORMED OF INDUSTRY DEVELOPMENTS AND OPPORTUNITIES FOR EDUCATION, COMMUNITY SERVICE, AND PUBLIC RELATIONS. A PORTION OF THE WEBSITE IS AVAILABLE TO MEMBERS ONLY, THE REST IS ACCESSIBLE TO THE PUBLIC.

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

Listed in Part VII

  • DR ADAM S AWTREY

    DIRECTOR - NORTHWEST

    Total calculated
    $0
    Hours/week
    2

  • DR DREW M VANDERBROOK

    DIRECTOR - NORTHEAST

    Total calculated
    $0
    Hours/week
    2

  • DR MELISSA URIEGAS

    DIRECTOR - SOUTHWEST

    Total calculated
    $0
    Hours/week
    2

  • DR MATTHEW J HECK

    DIRECTOR - SOUTHEAST

    Total calculated
    $0
    Hours/week
    2

  • DR CODY C GRAVES

    PRESIDENT

    Total calculated
    $23,594
    From this org
    $23,594
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DR SHAILEE J GUPTA

    VICE PRESIDENT-SOUTHEAST

    Total calculated
    $0
    Hours/week
    2

  • DR JODI D DANNA

    VICE PRESIDENT-NORTHEAST

    Total calculated
    $0
    Hours/week
    2

  • DR SUMMER KETRON ROARK

    VICE PRESIDENT-NORTHWEST

    Total calculated
    $0
    Hours/week
    2

  • DR CARMEN P SMITH

    SECRETARY-TREASURER

    Total calculated
    $7,200
    From this org
    $7,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DR STEPHEN A SPERRY

    SENIOR DIRECTOR-NORTHWEST

    Total calculated
    $0
    Hours/week
    2

  • DR MARK A CAMP

    SENIOR DIRECTOR-NORTHEAST

    Total calculated
    $0
    Hours/week
    2

  • DR GLEN D HALL

    PARLIAMENTARIAN

    Total calculated
    $0
    Hours/week
    2

  • DR LAJI J JAMES

    SENIOR DIRECTOR-SOUTHEAST

    Total calculated
    $0
    Hours/week
    2

  • DR GEORGANNE P MCCANDLESS

    PRESIDENT-ELECT

    Total calculated
    $3,784
    From this org
    $3,784
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DR RICHARD M POTTER

    VICE PRESIDENT-SOUTHWEST

    Total calculated
    $0
    Hours/week
    2

  • DR KRYSTELLE ANAYA

    SENIOR DIRECTOR-SOUTHWEST

    Total calculated
    $0
    Hours/week
    2

  • DR JOHN W BAUCUM III

    SPEAKER OF THE HOUSE

    Total calculated
    $0
    Hours/week
    2

  • DR DUC DUKE M HO

    PAST PRESIDENT

    Total calculated
    $10,523
    From this org
    $10,523
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DR JACQUELINE M PLEMONS

    EDITOR

    Total calculated
    $7,200
    From this org
    $7,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • LINDA G BRADY

    EXECUTIVE DIRECTOR

    Total calculated
    $261,532
    From this org
    $224,711
    From related orgs
    $0
    Other
    $36,821
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $224,711
    Bonus
    $0
    Other
    $0
    Deferred
    $24,527
    Nontaxable benefits
    $12,294
    Filer's total
    $261,532

  • JESS CALVERT

    DIRECTOR OF PUBLIC AFFAIRS

    Total calculated
    $303,929
    From this org
    $262,830
    From related orgs
    $0
    Other
    $41,099
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,830
    Bonus
    $0
    Other
    $0
    Deferred
    $28,805
    Nontaxable benefits
    $12,294
    Filer's total
    $303,929

  • LEE ANN JOHNSON

    DIRECTOR OF MEMBER SERVICE

    Total calculated
    $183,370
    From this org
    $155,414
    From related orgs
    $0
    Other
    $27,956
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,414
    Bonus
    $0
    Other
    $0
    Deferred
    $15,662
    Nontaxable benefits
    $12,294
    Filer's total
    $183,370

  • KELLY DOOLITTLE

    DIRECTOR OF FINANCE

    Total calculated
    $183,920
    From this org
    $155,964
    From related orgs
    $0
    Other
    $27,956
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,964
    Bonus
    $0
    Other
    $0
    Deferred
    $15,662
    Nontaxable benefits
    $12,294
    Filer's total
    $183,920

  • DONOVAN OSIO

    GENERAL MANAGER

    Total calculated
    $152,325
    From this org
    $118,730
    From related orgs
    $0
    Other
    $33,595
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $118,730
    Bonus
    $0
    Other
    $0
    Deferred
    $11,873
    Nontaxable benefits
    $21,722
    Filer's total
    $152,325

  • SANDRA D RHODES

    SENIOR POLICY MANAGER

    Total calculated
    $137,031
    From this org
    $113,212
    From related orgs
    $0
    Other
    $23,819
    Hours/week
    40

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 · 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

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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • TDA MEMBER BENEFITS LTD

    ROYALTIES · MEMBER BENEFIT PROGRAMS · TX · 90% owned · share of income $367,566 · share of assets $517,559 · general or managing partner

    Directly controlled by TDA FINANCIAL SERVICES INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • TDA FINANCIAL SERVICES INC

    C · FINANCIAL SERVICES · TX · 100% owned · share of income $87,824 · share of assets $766,750

    Directly controlled by TEXAS DENTAL ASSOCIATION

  • controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202443189349305879

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