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← TEXAS DENTAL ASSOCIATION RELIEF FUND

Form 990 for tax year 2023

Filed by TEXAS DENTAL ASSOCIATION RELIEF FUND.

Totals

Total revenue
$16,031
Total expenses
$24,639
Contributions and grants received
$0
Grants paid
$19,700
Program service revenue
$0
Investment income
$16,031
Other revenue
$0
Total assets, end of year
$558,049
Total liabilities, end of year
$1,275
Net assets or fund balances, end of year
$556,774
Program services expenses (Part IX)
$19,700
Management and general expenses
$4,939
Fundraising expenses
$0
Program service expenses (Part III)
$19,700

Program services were 80.0% 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.

  • 3 · Investment income

    total $16,031 · excluded $16,031

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $19,700 · program services $19,700

  • 11c · Fees: accounting

    total $1,275 · management and general $1,275

  • 11f · Fees: investment management

    total $3,501 · management and general $3,501

  • 24a · Other expenses: FOREIGN TAX ON DIVIDEND

    total $163 · management and general $163

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $52,653 · end of year $44,120

  • 11 · Investments: publicly traded securities

    beginning of year $127,933 · end of year $160,007

  • 12 · Investments: other securities

    beginning of year $353,922 · end of year $353,922

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,200 · end of year $1,275

  • 27 · Net assets without donor restrictions

    beginning of year $533,308 · end of year $556,774

Mission and programs · 2023

Mission

THE FUND MAKES DONATIONS TO OTHER 501(C)(3) ORGANIZATIONS INVOLVED IN PROVIDING RELIEF TO PATIENTS IN NEED OF DENTAL CARE IN THE STATE OF TEXAS. THE FUND IS ALSO AUTHORIZED TO PROVIDE FINANCIAL RELIEF DUE TO DISABILITY OR FINANCIAL HARDSHIP TO MEMBERS OF THE DENTAL PROFESSION AND DEPENDENTS OF DECEASED MEMBERS OF THE DENTAL PROFESSION.

  • THE TEXAS DENTAL ASSOCIATION RELIEF FUND MAKES DONATIONS TO OTHER 501(C)(3) ORGANIZATIONS INVOLVED IN PROVIDING RELIEF TO PATIENTS IN NEED OF DENTAL CARE. IN 2023, SIX GRANTS WERE MADE.

    Expenses $14,200 · Grants $14,200

  • THE TEXAS DENTAL ASSOCIATION (TDA) PROVIDES DISASTER RELIEF ASSISTANCE TO TEXAS DENTISTS WHO HAVE IMMEDIATE, BASIC NEEDS AS A RESULT OF A NATURAL DISASTER OR CATASTROPHE. TWO GRANTS WERE MADE IN 2023.

    Expenses $5,500 · Grants $5,500

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

Listed in Part VII

  • Dr Mark A Camp

    SENIOR DIRECTOR - NORTHEAS

    Total calculated
    $0
    Hours/week
    2

  • Dr Laji J James

    SENIOR DIRECTOR - SOUTHEAS

    Total calculated
    $0
    Hours/week
    2

  • Dr Stephen A Sperry

    SENIOR DIRECTOR - NORTHWES

    Total calculated
    $0
    Hours/week
    2

  • Dr Richard M Potter

    VICE PRESIDENT - SOUTHWEST

    Total calculated
    $0
    Hours/week
    2

  • Dr Jodi D Danna

    VICE PRESIDENT - NORTHEAST

    Total calculated
    $0
    Hours/week
    2

  • Dr Adam S Awtrey

    DIRECTOR - NORTHWEST

    Total calculated
    $0
    Hours/week
    2

  • Dr Matthew J Heck

    DIRECTOR - SOUTHEAST

    Total calculated
    $0
    Hours/week
    2

  • Dr Drew M Vanderbrook

    DIRECTOR - NORTHEAST

    Total calculated
    $0
    Hours/week
    2

  • Dr Krystelle Anaya

    SENIOR DIRECTOR - SOUTHWES

    Total calculated
    $0
    Hours/week
    2

  • Dr Shailee J Gupta

    VICE PRESIDENT - SOUTHEAST

    Total calculated
    $0
    Hours/week
    2

  • Dr Jacqueline M Plemons

    EDITOR

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

  • Dr Summer Ketron Roark

    VICE PRESIDENT - NORTHWEST

    Total calculated
    $0
    Hours/week
    2

  • Dr Glen D Hall

    PARLIAMENTARIAN

    Total calculated
    $0
    Hours/week
    2

  • Dr Melissa Uriegas

    DIRECTOR - SOUTHWEST

    Total calculated
    $0
    Hours/week
    2

  • Dr Georganne P McCandless

    PRESIDENT - ELECT

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

  • Dr John W Baucum III

    SPEAKER OF THE HOUSE

    Total calculated
    $0
    Hours/week
    2

  • Dr Duc Duke M Ho

    IMMEDIATE PAST PRESIDENT

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

  • Dr Carmen P Smith

    SECRETARY - TREASURER

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

  • Dr Cody Graves

    PRESIDENT

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

  • Linda Brady

    EXECUTIVE DIRECTOR-TDA

    Total calculated
    $261,532
    From this org
    $0
    From related orgs
    $224,711
    Other
    $36,821
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

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

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.

  • TEXAS DENTAL ASSOCIATION

    501(C)6 · PROMOTES THE ART AND SCIENCE OF DENTISTRY AND REPRESENTS MEMBERS · TX

  • TEXAS DENTAL ASSOCIATION SMILES FOUNDATION

    501(C)3 · EDUCATES THE PUBLIC AND PROFESSION AND IMPROVES ACCESS TO DENTAL CARE · TX

    Directly controlled by TEXAS DENTAL ASSOCIATION

  • TEXAS MISSIONS OF MERCY

    501(C)3 · PROVIDES DENTAL CARE TO UNDERSERVED AREAS OF TEXAS · TX

    Directly controlled by TEXAS DENTAL ASSOCIATION SMILES FOUNDATION

  • TEXAS DENTAL ASSOCIATION PAC

    527 · SUPPORTES STATE OFFICE CANDIDATES WHO SUPPORT THE DENTAL PROFESSION · TX

    Directly controlled by TEXAS DENTAL ASSOCIATION

Provenance

Return type
form_990
Tax year
2023
Filed
29 October 2024
IRS schema version
2023v5.1
Source object
202433189349305913

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