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Nonprofiteer
← AMERICAN ACADEMY OF PERIODONTOLOGY FOUNDATION

Form 990 for tax year 2022

Filed by AMERICAN ACADEMY OF PERIODONTOLOGY FOUNDATION.

Totals

Total revenue
$1,010,841
Total expenses
$1,349,198
Contributions and grants received
$878,722
Grants paid
$347,000
Program service revenue
$0
Investment income
$128,042
Other revenue
$4,077
Total assets, end of year
$7,534,028
Total liabilities, end of year
$650,207
Net assets or fund balances, end of year
$6,883,821
Program services expenses (Part IX)
$524,704
Management and general expenses
$413,188
Fundraising expenses
$411,306
Program service expenses (Part III)
$524,704

Program services were 38.9% 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

    $878,722

  • 1g · Noncash contributions included above

    $63,513

  • 3 · Investment income

    total $189,667 · excluded $189,667

  • 7a · Gross sales of assets other than inventory

    securities $899,169

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

    securities $960,794

  • 7c · Gain or loss

    securities -$61,625

  • 7d · Net gain or loss

    total -$61,625 · excluded -$61,625

  • 8a · Fundraising events: gross income

    $14,770

  • 8b · Fundraising events: direct expenses

    $10,693

  • 8c · Net income from fundraising events

    total $4,077 · excluded $4,077

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $91,000 · program services $91,000

  • 2 · Grants to domestic individuals

    total $256,000 · program services $256,000

  • 5 · Compensation of officers, directors and key employees

    total $180,030 · program services $54,009 · management and general $72,012 · fundraising $54,009

  • 7 · Other salaries and wages

    total $201,202 · program services $23,421 · management and general $68,763 · fundraising $109,018

  • 8 · Pension plan contributions

    total $19,216 · program services $2,737 · management and general $6,725 · fundraising $9,754

  • 9 · Other employee benefits

    total $23,304 · program services $3,886 · management and general $8,337 · fundraising $11,081

  • 10 · Payroll taxes

    total $25,541 · program services $5,066 · management and general $9,393 · fundraising $11,082

  • 11b · Fees: legal

    total $12 · program services $3 · management and general $4 · fundraising $5

  • 11c · Fees: accounting

    total $36,560 · program services $7,252 · management and general $13,445 · fundraising $15,863

  • 11f · Fees: investment management

    total $32,335 · management and general $32,335

  • 11g · Fees: other

    total $14,936 · program services $2,962 · management and general $5,493 · fundraising $6,481

  • 13 · Office expenses

    total $25,307 · program services $5,020 · management and general $9,307 · fundraising $10,980

  • 16 · Occupancy

    total $27,370 · program services $5,429 · management and general $10,065 · fundraising $11,876

  • 17 · Travel

    total $38,209 · program services $22,576 · management and general $7,172 · fundraising $8,461

  • 19 · Conferences, conventions and meetings

    total $150,351 · program services $29,823 · management and general $55,292 · fundraising $65,236

  • 24a · Other expenses: MISCELLANEOUS

    total $72,095 · management and general $72,095

  • 24b · Other expenses: IN KIND EXPENSE

    total $63,511 · fundraising $63,511

  • 24c · Other expenses: ANNUAL REPORT

    total $47,927 · program services $9,507 · management and general $17,625 · fundraising $20,795

  • 24d · Other expenses: PRINTING

    total $26,937 · program services $5,343 · management and general $9,906 · fundraising $11,688

  • 24e · All other expenses

    total $17,355 · program services $670 · management and general $15,219 · fundraising $1,466

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $68,055 · end of year $97,003

  • 2 · Savings and temporary cash investments

    beginning of year $420,697 · end of year $250,262

  • 3 · Pledges and grants receivable

    beginning of year $1,119,164 · end of year $1,254,307

  • 11 · Investments: publicly traded securities

    beginning of year $7,447,019 · end of year $5,932,456

  • 17 · Accounts payable and accrued expenses

    beginning of year $363,651 · end of year $365,561

  • 19 · Deferred revenue

    end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $150,000 · end of year $148,807

  • 25 · Other liabilities

    beginning of year $98,401 · end of year $135,839

  • 27 · Net assets without donor restrictions

    beginning of year -$60,161 · end of year -$55,879

  • 28 · Net assets with donor restrictions

    beginning of year $8,503,044 · end of year $6,939,700

Mission and programs · 2022

Mission

TO IMPROVE THE PERIODONTAL AND GENERAL HEALTH OF THE PUBLIC THROUGH INCREASING PUBLIC AND PROFESSIONAL KNOWLEDGE OF PERIODONTAL DISEASES AND THEIR THERAPIES, STIMULATING BASIC AND CLINICAL RESEARCH TO GENERATE NEW KNOWLEDGE AND ENHANCING EDUCATIONAL PROGRAMS AT ALL LEVELS TO CREATE OPPORTUNITIES IN PERIODONTAL EDUCATION AND PRACTICE.

  • TO IMPROVE THE PERIODONTAL AND GENERAL HEALTH OF THE PUBLIC THROUGH INCREASING PUBLIC AND PROFESSIONAL KNOWLEDGE OF PERIODONTAL DISEASES AND THEIR THERAPIES, STIMULATING BASIC AND CLINICAL RESEARCH TO GENERATE NEW KNOWLEDGE AND ENHANCING EDUCATIONAL PROGRAMS AT ALL LEVELS TO CREATE OPPORTUNITIES IN PERIODONTAL EDUCATION AND PRACTICE.

    Expenses $524,704 · Grants $347,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DIEGO VELASQUEZ

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • FLAVIA PIRIH

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • JOAN OTOMO-CORGEL

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • JOHN HERRIN

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    10

  • LISA MASTERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • JOHN KWAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • JOSE MELLADO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • CHRISTOPHER RICHARDSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • JAMES WILSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • CAITLIN D DARCEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • PURNIMA S KUMAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • DAVID K OKANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • DAVID H YU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • ROBERT VITAS

    EXECUTIVE DIRECTOR

    Total calculated
    $180,030
    From this org
    $0
    From related orgs
    $162,213
    Other
    $17,817
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $0 + $162,213 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,574 related
    Nontaxable benefits
    $0 + $7,243 related
    Filer's total
    $0 + $180,030 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 · 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

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
26 July 2023
IRS schema version
2022v5.0
Source object
202322129349301547

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