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Nonprofiteer
← AMERICAN DENTAL ASSOCIATION

Form 990 for tax year 2023

Filed by AMERICAN DENTAL ASSOCIATION.

Totals

Total revenue
$141,292,048
Total expenses
$157,217,505
Contributions and grants received
$1,236,601
Grants paid
$5,033,873
Program service revenue
$103,433,668
Investment income
$10,245,095
Other revenue
$26,376,684
Total assets, end of year
$233,863,651
Total liabilities, end of year
$69,987,202
Net assets or fund balances, end of year
$163,876,449
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $40,521

  • 1e · Government grants (contributions)

    $256,488

  • 1f · All other contributions, gifts and grants

    $939,592

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Membership Dues

    total $58,584,010 · related or exempt $58,584,010

  • 2b · Program service revenue: Meetings & Seminars

    total $6,236,534 · related or exempt $6,236,534

  • 2c · Program service revenue: Publications

    total $2,569,131 · unrelated business $2,569,131

  • 2d · Program service revenue: Testing Service Revenue

    total $35,875,576 · related or exempt $34,009,573 · unrelated business $1,866,003

  • 2e · Program service revenue: Rental Income

    total $168,417 · unrelated business $168,417

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $3,321,888 · excluded $3,321,888

  • 5 · Royalties

    total $16,011,094 · unrelated business $2,564,504 · excluded $13,446,590

  • 6a · Gross rents

    real property $6,659,152

  • 6b · Less rental expenses

    real property $4,391,702

  • 6c · Rental income or loss

    real property $2,267,450 · personal property $0

  • 6d · Net rental income or loss

    total $2,267,450 · excluded $2,267,450

  • 7a · Gross sales of assets other than inventory

    securities $56,000,000 · other assets -$18,320

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

    securities $49,058,473 · other assets $0

  • 7c · Gain or loss

    securities $6,941,527 · other assets -$18,320

  • 7d · Net gain or loss

    total $6,923,207 · excluded $6,923,207

  • 10a · Gross sales of inventory

    $5,438,651

  • 10b · Cost of goods sold

    $1,389,963

  • 10c · Net income from sales of inventory

    total $4,048,689 · excluded $4,048,689

  • 11a · Other revenue: Program Maintenance

    total $1,476,913 · unrelated business $86,913 · excluded $1,390,000

  • 11b · Other revenue: CMIRP Reimbursement

    total $807,030 · excluded $807,030

  • 11c · Other revenue: Other

    total $700,820 · excluded $700,820

  • 11d · All other revenue

    total $1,064,688 · related or exempt $258,945 · unrelated business $680,309 · excluded $125,434

  • 11e · Other revenue, total

    $4,049,451

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,033,873

  • 5 · Compensation of officers, directors and key employees

    total $8,502,739

  • 7 · Other salaries and wages

    total $49,841,980

  • 8 · Pension plan contributions

    total $6,910,365

  • 9 · Other employee benefits

    total $6,385,489

  • 10 · Payroll taxes

    total $3,740,748

  • 11b · Fees: legal

    total $679,750

  • 11c · Fees: accounting

    total $634,923

  • 11f · Fees: investment management

    total $222,302

  • 11g · Fees: other

    total $13,227,190

  • 12 · Advertising and promotion

    total $4,636,319

  • 13 · Office expenses

    total $10,295,942

  • 15 · Royalties

    total $1,489,318

  • 16 · Occupancy

    total $4,438,809

  • 17 · Travel

    total $6,772,502

  • 19 · Conferences, conventions and meetings

    total $3,404,574

  • 22 · Depreciation, depletion and amortization

    total $6,040,513

  • 23 · Insurance

    total $666,414

  • 24a · Other expenses: Test Administration Fees

    total $6,707,939

  • 24b · Other expenses: Outside Services

    total $12,427,600

  • 24c · Other expenses: Stipends/Honoraria

    total $893,005

  • 24d · Other expenses: Income & Sales Tax Expense

    total $625,930

  • 24e · All other expenses

    total $3,639,281

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $24,651 · end of year $8,211

  • 2 · Savings and temporary cash investments

    beginning of year $3,420,242 · end of year $7,813,062

  • 4 · Accounts receivable

    beginning of year $11,855,132 · end of year $14,733,970

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    end of year $308,548

  • 8 · Inventories for sale or use

    beginning of year $1,169,205 · end of year $1,170,295

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,112,028 · end of year $7,428,575

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

    $198,182,489

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

    $150,892,140

  • 10c · Land, buildings and equipment, net

    beginning of year $38,475,645 · end of year $47,290,349

  • 11 · Investments: publicly traded securities

    beginning of year $147,789,298 · end of year $118,961,308

  • 12 · Investments: other securities

    beginning of year $2,551,235 · end of year $26,528,706

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $8,289,657 · end of year $9,620,627

  • 17 · Accounts payable and accrued expenses

    beginning of year $42,046,189 · end of year $34,205,208

  • 19 · Deferred revenue

    beginning of year $14,953,485 · end of year $16,553,940

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $17,075,136 · end of year $19,228,054

  • 27 · Net assets without donor restrictions

    beginning of year $138,963,027 · end of year $160,868,303

  • 28 · Net assets with donor restrictions

    beginning of year $5,649,256 · end of year $3,008,146

Mission and programs · 2023

Mission

The ADA is the professional association of dentists committed to the public's oral health, ethics, science, and professional advancement; leading a unified professional through initiatives in advocacy, education, research, and the development of standards.

Activities or mission (Part I)

Professional association of dentists that fosters the success of diverse membership advances the oral health of the public.

  • Build a community for a professional association of over 176,000 dentists by developing and promoting member value, recruiting and retaining members, fostering collaborative tripartite network (national, state, local), provide leadership development, advance diversity and inclusion, and position ADA as America's leading advocate for oral health.

  • Promoting high quality and effective processes for dental education, dental licensure and credentialing. This is accomplished through monitoring and disseminating information on dental education and licensure issues and conducting studies. There are also ongoing liaison activities with related organizations which also serve dental education and licensure including the recognized dental specialty certifying boards, sponsoring organizations, and allied dental organizations. ADA seeks to improve the quality of continuing education available for dentists. ADA accredited 1,648 education programs and nearly 44,613 individuals sat for certifying exams.

  • Develop and produce ADA's annual meeting which includes scientific programs, general audience programs, and hands-on workshops for dentists and their staff. There are also special events such as the distinguished speaker series and keynote address for attendees of the annual session. There is a technical exhibition (ADA World Marketplace) for attendees to experience and test dental products and services for use in their dental practice. In 2023, there were 9,303 attendees, receiving 21,254 hours of continuing education, and 458 booths/exhibits in the ADA World Marketplace. Also included, is ADA as the premier dental education provider by providing a continuing education program throughout the year that is comprehensive and integrated.

As filed on the 2023 return.

Listed in Part VII

  • Dr Brett Kessler DDS

    Trustee (Oct 2019-Oct 2023)/President-Elect (Oct 2023-Oct 2024)

    Total calculated
    $156,680
    From this org
    $155,762
    From related orgs
    $0
    Other
    $918
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $153,493
    Bonus
    $0
    Other
    $2,269
    Deferred
    $0
    Nontaxable benefits
    $918
    Filer's total
    $156,681

  • Dr David J Manzanares DDS

    Second VP (Oct 2022-Oct 2023)/First VP(Oct 2023-Oct 2024)

    Total calculated
    $63,957
    From this org
    $63,957
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Dr Edwin A de Valle-Sepulveda DMD

    Second VP (Oct 2023-Oct 2024)

    Total calculated
    $0
    Hours/week
    10

  • Dr Mark E Bronson DDS

    First VP (Oct 2022-Oct 2023)

    Total calculated
    $55,042
    From this org
    $55,042
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Dr Allen B Reavis DDS

    Trustee (Oct 2023-Oct 2027)

    Total calculated
    $0
    Hours/week
    10

  • Dr Brendan P Dowd DDS

    Trustee (Oct 2022-Oct 2026)

    Total calculated
    $83,279
    From this org
    $83,279
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Dr Chad R Leighty DDS

    Trustee (Oct 2020-Oct 2024)

    Total calculated
    $61,848
    From this org
    $61,848
    From related orgs
    $0
    Other
    $0
    Hours/week
    11

  • Dr Craig Steven Armstrong DDS

    Trustee (Oct 2019-Oct 2023)

    Total calculated
    $89,562
    From this org
    $89,562
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 2 related

  • Dr Frank J Graham DMD

    Trustee (Oct 2021-Oct 2025)

    Total calculated
    $59,161
    From this org
    $59,161
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Dr Gary Donald Oyster DDS

    Trustee (Oct 2020-Oct 2024)

    Total calculated
    $60,423
    From this org
    $60,423
    From related orgs
    $0
    Other
    $0
    Hours/week
    11 + 1 related

  • Dr James M Boyle DDS

    Trustee (Oct 2021-Oct 2025)

    Total calculated
    $65,309
    From this org
    $65,309
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Dr Jeffrey A Khal DDS

    Trustee (Oct 2023-Oct 2027)

    Total calculated
    $0
    Hours/week
    10

  • Dr John E Hisel DDS

    Trustee (Oct 2022-Oct 2026)

    Total calculated
    $85,377
    From this org
    $85,377
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Dr Jonathan B Knapp DMD

    Trustee (Oct 2023-Oct 2027)

    Total calculated
    $0
    Hours/week
    10

  • Dr Karin Irani DDS

    Trustee (Oct 2022-Oct 2026)

    Total calculated
    $81,061
    From this org
    $81,061
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Dr Marshall H Mann DDS

    Trustee (Oct 2021-Oct 2025)

    Total calculated
    $84,382
    From this org
    $84,382
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Dr Michael D Medovic DDS

    Trustee (oct 2020-Oct 2024)

    Total calculated
    $86,949
    From this org
    $86,949
    From related orgs
    $0
    Other
    $0
    Hours/week
    11

  • Dr Michele M Tulak-Gorecki DDS

    Trustee (Oct 2021-Oct 2025)

    Total calculated
    $85,027
    From this org
    $85,027
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 1 related

  • Dr Randall C Markarian DMD

    Trustee (Oct 2022-Oct 2026)

    Total calculated
    $83,473
    From this org
    $83,473
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Dr Richard J Rosato DMD

    Trustee (Oct 2019-Oct 2023)

    Total calculated
    $63,959
    From this org
    $63,959
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Dr Rita Maxine Cammarata DDS

    Trustee (Oct 2023-Oct 2027)

    Total calculated
    $0
    Hours/week
    10 + 2 related

  • Dr Rudolph T Liddell DMD

    Trustee (Oct 2020-Oct 2024)

    Total calculated
    $80,593
    From this org
    $80,593
    From related orgs
    $0
    Other
    $0
    Hours/week
    11

  • Dr Scott L Morrison DDS

    Trustee (Oct 2020-Oct 2024)

    Total calculated
    $85,243
    From this org
    $85,243
    From related orgs
    $0
    Other
    $0
    Hours/week
    11

  • Dr Terry Fiddler DDS

    Trustee (Oct 2019-Oct 2023)

    Total calculated
    $86,900
    From this org
    $86,900
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Dr Gabriel B Holdwick DDS

    New Dentist Committee Chair (Oct 2023-Oct 2024)

    Total calculated
    $0
    Hours/week
    10

  • Dr George R Shepley DDS

    President (Oct 2022-Oct 2023)

    Total calculated
    $320,355
    From this org
    $320,355
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $295,937
    Bonus
    $0
    Other
    $24,417
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $320,355

  • Dr James E Lee DMD

    New Dentist Committee Chair (Oct 2022-Oct 2023)

    Total calculated
    $62,227
    From this org
    $62,227
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Dr Linda J Edgar DDS

    President-Elect (Oct 2022-Oct 2023)/President (Oct 2023-Oct 2024)

    Total calculated
    $340,390
    From this org
    $340,390
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $323,855
    Bonus
    $0
    Other
    $16,535
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $340,390

  • Dr Ted Sherwin DDS

    Treasurer

    Total calculated
    $62,375
    From this org
    $62,375
    From related orgs
    $0
    Other
    $0
    Hours/week
    28

  • Dr William M Donald DMD

    Speaker of the House

    Total calculated
    $43,225
    From this org
    $43,225
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

  • Paul S Sholty

    Chief Financial Officer

    Total calculated
    $437,768
    From this org
    $347,922
    From related orgs
    $0
    Other
    $89,846
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $323,908
    Bonus
    $10,000
    Other
    $14,013
    Deferred
    $79,704
    Nontaxable benefits
    $10,142
    Filer's total
    $437,767

  • Raymond A Cohlmia DDS

    Executive Director and Secretary

    Total calculated
    $811,359
    From this org
    $749,776
    From related orgs
    $0
    Other
    $61,583
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $607,717
    Bonus
    $120,000
    Other
    $22,059
    Deferred
    $50,562
    Nontaxable benefits
    $11,021
    Filer's total
    $811,359

  • Anthony J Ziebert DDS

    SVP - Education/Prof. Affairs

    Total calculated
    $461,706
    From this org
    $379,939
    From related orgs
    $0
    Other
    $81,767
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $368,821
    Bonus
    $3,000
    Other
    $8,119
    Deferred
    $78,729
    Nontaxable benefits
    $3,038
    Filer's total
    $461,706

  • April D Kates-Ellison

    Chief Client Svcs & Tripartite Relations Officer

    Total calculated
    $430,442
    From this org
    $369,800
    From related orgs
    $0
    Other
    $60,642
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $354,867
    Bonus
    $8,000
    Other
    $6,934
    Deferred
    $53,218
    Nontaxable benefits
    $7,424
    Filer's total
    $430,442

  • Catherine H Mills

    VP - Business & Conference

    Total calculated
    $321,331
    From this org
    $278,191
    From related orgs
    $0
    Other
    $43,140
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,902
    Bonus
    $0
    Other
    $2,289
    Deferred
    $42,394
    Nontaxable benefits
    $747
    Filer's total
    $321,332

  • David M Preble DDS

    Chief Strategy Officer & Sr. VP, Practice Institute

    Total calculated
    $518,373
    From this org
    $469,338
    From related orgs
    $0
    Other
    $49,035
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $405,826
    Bonus
    $13,000
    Other
    $50,513
    Deferred
    $38,014
    Nontaxable benefits
    $11,021
    Filer's total
    $518,374

  • Dr Marcelo W Araujo DDS

    ADA Chief Science Officer/ADAF CEO (Term 4/23/23)

    Total calculated
    $216,382
    From this org
    $201,388
    From related orgs
    $0
    Other
    $14,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,713
    Bonus
    $71,744
    Other
    $931
    Deferred
    $13,707
    Nontaxable benefits
    $1,287
    Filer's total
    $216,382

  • Elizabeth A Shapiro DDS

    Chief of Gov & Strategy Mgmt

    Total calculated
    $461,840
    From this org
    $397,961
    From related orgs
    $0
    Other
    $63,879
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $320,266
    Bonus
    $5,000
    Other
    $72,695
    Deferred
    $57,108
    Nontaxable benefits
    $6,771
    Filer's total
    $461,840

  • James S Goodman

    Chief Business Strategy & Product Portfolio Officer (Term 12/2/23)

    Total calculated
    $499,587
    From this org
    $444,693
    From related orgs
    $0
    Other
    $54,894
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $438,103
    Bonus
    $0
    Other
    $6,591
    Deferred
    $44,752
    Nontaxable benefits
    $10,142
    Filer's total
    $499,587

  • Jordan G Baugh

    Chief Technology Officer

    Total calculated
    $455,705
    From this org
    $404,844
    From related orgs
    $0
    Other
    $50,861
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $385,829
    Bonus
    $8,000
    Other
    $11,015
    Deferred
    $44,246
    Nontaxable benefits
    $6,615
    Filer's total
    $455,705

  • Judith E Fleeks

    Chief Human Resources Officer

    Total calculated
    $445,328
    From this org
    $365,386
    From related orgs
    $0
    Other
    $79,942
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $343,108
    Bonus
    $12,000
    Other
    $10,277
    Deferred
    $72,518
    Nontaxable benefits
    $7,424
    Filer's total
    $445,327

  • Krishna Aravamudhan

    VP, Practice Institute

    Total calculated
    $342,918
    From this org
    $304,766
    From related orgs
    $0
    Other
    $38,152
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,796
    Bonus
    $10,000
    Other
    $971
    Deferred
    $38,152
    Nontaxable benefits
    $0
    Filer's total
    $342,919

  • Marko Vujicic PHD

    Chief Economist/VP, HP Institute

    Total calculated
    $450,456
    From this org
    $399,396
    From related orgs
    $0
    Other
    $51,060
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $386,821
    Bonus
    $3,000
    Other
    $9,576
    Deferred
    $40,918
    Nontaxable benefits
    $10,142
    Filer's total
    $450,456

  • Mr Michael A Graham

    SVP - Govt & Public Affairs

    Total calculated
    $512,096
    From this org
    $359,988
    From related orgs
    $0
    Other
    $152,108
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $347,030
    Bonus
    $2,000
    Other
    $10,958
    Deferred
    $141,087
    Nontaxable benefits
    $11,021
    Filer's total
    $512,096

  • Robert Quashie

    Chief Operating Officer

    Total calculated
    $545,962
    From this org
    $485,535
    From related orgs
    $0
    Other
    $60,427
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $448,488
    Bonus
    $25,000
    Other
    $12,047
    Deferred
    $52,761
    Nontaxable benefits
    $7,666
    Filer's total
    $545,961

  • Scott W Fowkes

    General Counsel

    Total calculated
    $433,142
    From this org
    $372,909
    From related orgs
    $0
    Other
    $60,233
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $352,007
    Bonus
    $10,000
    Other
    $10,902
    Deferred
    $50,091
    Nontaxable benefits
    $10,142
    Filer's total
    $433,142

  • Stephanie L Moritz

    Chief Customer Innovation Officer

    Total calculated
    $412,522
    From this org
    $361,203
    From related orgs
    $0
    Other
    $51,319
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $351,269
    Bonus
    $3,000
    Other
    $6,934
    Deferred
    $40,298
    Nontaxable benefits
    $11,021
    Filer's total
    $412,522

  • Anthony Frankos

    VP, Sales Strategy & Product Development

    Total calculated
    $363,291
    From this org
    $312,523
    From related orgs
    $0
    Other
    $50,768
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,116
    Bonus
    $3,500
    Other
    $11,907
    Deferred
    $43,345
    Nontaxable benefits
    $7,424
    Filer's total
    $363,291

  • Leslee M Williams

    VP Public & Professional Communications

    Total calculated
    $329,953
    From this org
    $263,434
    From related orgs
    $0
    Other
    $66,519
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,168
    Bonus
    $2,000
    Other
    $3,266
    Deferred
    $59,095
    Nontaxable benefits
    $7,424
    Filer's total
    $329,953

  • Michelle L Hoffman

    VP, Publishing

    Total calculated
    $185,856
    From this org
    $183,831
    From related orgs
    $0
    Other
    $2,025
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,619
    Bonus
    $0
    Other
    $5,212
    Deferred
    $0
    Nontaxable benefits
    $2,025
    Filer's total
    $185,856

  • Pamela Von Lehmden

    VP Intregrated Mktg & Brand Experience

    Total calculated
    $313,011
    From this org
    $263,017
    From related orgs
    $0
    Other
    $49,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,599
    Bonus
    $4,000
    Other
    $3,418
    Deferred
    $38,973
    Nontaxable benefits
    $11,021
    Filer's total
    $313,011

  • Suzanne M Ebert

    VP, Dental Practice & Relationship Mgmt

    Total calculated
    $305,464
    From this org
    $266,827
    From related orgs
    $0
    Other
    $38,637
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,577
    Bonus
    $250
    Other
    $0
    Deferred
    $35,599
    Nontaxable benefits
    $3,038
    Filer's total
    $305,464

  • Timothy R Steffl

    Former President & CEO ADABIG/Term 6/18/22

    Total calculated
    $146,769
    From this org
    $146,769
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $146,769
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $146,769

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

  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Travel for companions
Companion travel is considered a taxable benefit and subject to tax. The tax associated with this benefit is also included in the individuals' 1099 or Form W-2. Executive Director; Former ADA President ; 2 Officers; 16 Trustees.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
Companion travel is considered a taxable benefit and subject to tax. The tax associated with this benefit is also included in the individuals' 1099 or Form W-2. The individuals receive gross up payments to cover their added tax burden for companion travel. Executive Director; Former ADA President; 2 Officers; 16 Trustees.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
As part of the Executive Director's employment contract, the Executive Director was reimbursed for membership in an athletic club. The tax associated with this benefit is also included in the individuals' Form W-2.
Schedule J, Part I, Line 4a Severance or change-of-control payment
Timothy Steffl was term in June 2022 and starting to receive severance in July 2022 for one year thru June 2023 - $147K for 2023 fiscal year.

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.

  • ADA Foundation

    501(c)(3) · Grant Making · IL · controlled entity

    Directly controlled by American Dental Association

  • ADPAC Education Fund

    527 · Seg. Fund · DC

    Directly controlled by NA

  • AMERICAN DENTAL ASSOCIATION POLITICAL ACTION COMMITTEE

    527 · Seg. Fund · DC

    Directly controlled by NA

  • ADA Forsyth Institute

    501(c)(3) · Scientific Research · MA

    Directly controlled by American Dental Association

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ADA Science and Research Institute LLC

    Scientific Information and Research · IL · income -$2,252,214 · assets $3,069,191

    Directly controlled by American Dental Association

Related corporations and trusts

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

  • ADA Business Enterprises Inc

    C Corporation · Financial Services · IL · 100% owned · share of income $268,394 · share of assets $2,770,179 · controlled entity

    Directly controlled by American Dental Association

  • ADA Business Innovation Group

    C Corporation · Dental Practice Matching Service · IL · 100% owned · share of income -$225,685 · share of assets -$26,237 · controlled entity

    Directly controlled by American Dental Association

Provenance

Return type
form_990
Tax year
2023
Filed
26 October 2024
IRS schema version
2023v5.1
Source object
202413009349300311

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

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