NATIONAL ASSOCIATION OF DENTAL PLANS: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
NATIONAL ASSOCIATION OF DENTAL PLANS (EIN 75-2801959)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-03
IRS object ID
202601549349301140
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-03T16:20:30-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752593210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Sutton Frost Cary LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 E Front St Suite 200AddressLine1Txt
CityArlingtonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76011ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752801959EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL ASSOCIATION OF DENTAL PLANSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNATIBusinessNameControlTxt
Phone9724586998PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16125 LUTHER LANE 378AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL ADELBERGPersonNm
Person TitleExecutive Dir.PersonTitleTxt
Signature2026-06-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCarroll Elizabeth ArnottPreparerPersonNm
PTINP01965628PTIN
Phone8176498083PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL ADELBERGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16125 LUTHER LANE 378AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752256202ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,348,901GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.NADP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionNADP is the representative and recognized resource of the dental benefits industry. NADP'S FOUR AREAS OF SERVICE in order of expenDITURES are government relations, education, research, and collaboration.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee15TotalEmployeeCnt
Total Volunteers406TotalVolunteersCnt
Total Gross UBI$20,055TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$3,376NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$3,894,255PYProgramServiceRevenueAmt
CY Program Service Revenue$4,189,437CYProgramServiceRevenueAmt
PY Investment Income$119,442PYInvestmentIncomeAmt
CY Investment Income$155,088CYInvestmentIncomeAmt
PY Other Revenue$1,035PYOtherRevenueAmt
CY Other Revenue$4,376CYOtherRevenueAmt
PY Total Revenue$4,014,732PYTotalRevenueAmt
CY Total Revenue$4,348,901CYTotalRevenueAmt
CY Grants And Similar Paid$95,249CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,910,403PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,126,481CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,627,817PYOtherExpensesAmt
CY Other Expenses$1,798,808CYOtherExpensesAmt
PY Total Expenses$3,538,220PYTotalExpensesAmt
CY Total Expenses$4,020,538CYTotalExpensesAmt
PY Revenues Less Expenses$476,512PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$328,363CYRevenuesLessExpensesAmt
Total Assets BOY$6,132,538TotalAssetsBOYAmt
Total Assets EOY$6,343,307TotalAssetsEOYAmt
Total Liabilities BOY$2,643,637TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,037,992TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,488,901NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,305,315NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionNADPs mission is to promote and advance the dental benefits industry to improve consumer access to affordable, quality dental care. NADP was originally founded in 1989 to serve the dental HMO industry. The organization moved its headquarters to Dallas in 1994 and a year later broadened its membership to include DPPOs. Expansion of its membership base continued in succeeding years with the addition of dental discount plans in 1995 and indemnity programs in 2001. For the past decade NADP has served as the representative and recognized resource of the dental benefits industry. Our members include national commercial carriers, regional and single state plans, companies organized as not-for-profit service plans, interested individual members, dental practice management companies and supporting member organizations that provide products & services to the dental benefits industry. Our four major programs are research, education, government relations, and collaboration.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescGOVERNMENT RELATIONS - NADP directly represents the dental benefits industry before Congress and federal agencies. It also supports and engages in limited state level representation. State level representation is largely handled by member plans or partnerships with other national or state organizations/coalitions.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescEDUCATION - NADP provides webinars and executes an annual conference to provide educational content on current issues and trends for members. As well, NADP presents to other organizations of brokers, consumers, dentists, and educators on issues relating to the dental benefits industry.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescRESEARCH - Much of the material that is presented to outside groups and that is used to respond to the press is derived from NADPs annual suite of statistical reports on the dental benefits industry and shared research that is funded by participants and conducted by NADP. NADP ALSO PERIODICALLY FIELDS SINGLE ISSUE SNAPSHOTS ON KEY INDUSTRY ISSUES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescCOLLABORATION - NADPs role under collaboration is serving on various national and international groups that are involved in the setting of standards and transaction guidelines for the dental benefits industry in the areas of procedure codes (CDT), diagnosis codes (SNODENT), and EHR reporting (ICD), quality measures, and electronic data interchange for claims processing, electronic funds transfer and electronic health records.Desc
FieldValueIRS element (for citing)
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyYes (true)PoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee15EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressYes (true)OfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHRIS DASTOLIPersonNm
Phone9724586998PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16125 LUTHER LANE 378AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP752256202ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MICHAEL ADELBERG
Executive Dir.40.000.00Yes (X)$412,760$0$26,709
TIMOTHY BROWN
DEPUTY EXEC. DIR.40.000.00$173,770$0$17,836
GERARD BERGGREN
DIR. RESEARCH/INFO40.000.00$156,547$0$6,946
JEREMY MAY
DIR-MEETINGS40.000.00$135,531$0$5,672
BRIAN FLYNN
DENTAL INFO MGR40.000.00$133,460$0$6,329
RENE CHAPIN
MEMBERSHIP40.000.00$120,283$0$15,309
CRYSTAL MCELROY
Director1.000.00$0$0$0Yes (X)
RICHARD JONES
Chairman1.000.00Yes (X)$0$0$0Yes (X)
MIKE TREBOLD
Secretary1.000.00Yes (X)$0$0$0Yes (X)
BRAD PEAK
Director1.000.00$0$0$0Yes (X)
DONNA HUNTER
IMM PAST CHAIR1.000.00Yes (X)$0$0$0Yes (X)
CHERAGE SARKARI DDS
Director1.000.00$0$0$0Yes (X)
CHRISTINA TULLER
Director1.000.00$0$0$0Yes (X)
AMY MILLER
VICE CHAIRMAN1.000.00Yes (X)$0$0$0Yes (X)
MOLLY IMMING
Director1.000.00$0$0$0Yes (X)
STACIA ALMQUIST
Treasurer1.000.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,132,351TotalReportableCompFromOrgAmt
Total Other Compensation$78,801TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HOOPER LUNDY & BOOKMAN PC
401 9TH STREET NW SUITE 550WashingtonDC20004Congressional Lobby$222,000
GRAND HYATT INDIAN WELLS
44600 INDIAN WELLS LANEINDIAN WELLSCA92210HOTEL/CONVENTION$287,190
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL CONVENTION541900$1,376,924$1,376,924
CADP MANAGEMENT FEES541610$130,404$130,404
MEMBERSHIP DUES & ASSESSM541900$2,544,985$2,544,985
PAC813920$19,250$19,250
PUBLICATIONS/RESEARCH519100$102,195$102,195

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,679TotalRevenueColumnAmt
Unrelated Business Revenue$15,679UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,189,437TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$155,088TotalRevenueColumnAmt
Exclusion$155,088ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,376TotalRevenueColumnAmt
Unrelated Business Revenue$4,376UnrelatedBusinessRevenueAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,348,901TotalRevenueColumnAmt
Related Or Exempt Func Income$4,173,758RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$20,055UnrelatedBusinessRevenueAmt
Exclusion$155,088ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$95,249TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$439,469TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,405,783TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$50,296TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$101,622TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$129,311TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$500,987TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$31,995TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$51,822TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$175,522TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$160,938TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$574,672TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$25,830TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
MISCELLANEOUS$159,366
Research & Marketing$84,176
PAC CONTRIBUTIONS$33,500

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,020,538TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,246,930BOYAmt
EOY$501,029EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$150,224BOYAmt
EOY$106,157EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$119,985LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$71,635LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$71,535BOYAmt
EOY$48,350EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,488,445BOYAmt
EOY$5,499,588EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$175,404BOYAmt
EOY$188,183EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,132,538BOYAmt
EOY$6,343,307EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$639,093BOYAmt
EOY$713,950EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,004,544BOYAmt
EOY$1,324,042EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,643,637BOYAmt
EOY$2,037,992EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,440,478BOYAmt
EOY$4,271,142EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,423BOYAmt
EOY$34,173EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,488,901BOYAmt
EOY$4,305,315EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,132,538BOYAmt
EOY$6,343,307EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$328,363ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$488,051NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form1120 POL FiledfalseForm1120POLFiledInd
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingfalseOnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (true)AgreeCarryoverPriorYearInd
Dues Assessments$2,544,985DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$534,487NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov-$153,325NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$381,162NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$432,647AggregateReportedDuesNtcAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I-A, Line 1 - Direct and Indirect Political Campaign ActivitiesFormAndLineReferenceDesc
ExplanationONLY THROUGH PAC CONTRIBUTIONS.ExplanationTxt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$119,985OtherCostOrOtherBasisAmt
Depreciation$71,635DepreciationAmt
Book Value$48,350BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$48,350TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,804,957TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$488,051NetUnrealizedGainsInvstAmt
Revenue Not Reported$488,051RevenueNotReportedAmt
Revenue Subtotal$4,316,906RevenueSubtotalAmt
Investment Expenses Not Incld$31,995InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$31,995RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,348,901TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,988,543TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,988,543ExpensesSubtotalAmt
Investment Expenses Not Incld2$31,995InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$31,995ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,020,538TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X : FIN48 FootnoteFormAndLineReferenceDesc
ExplanationGAAP requires the evaluation of tax positions taken in the course of preparing the Organizations tax returns and recognition of a tax liability (or asset) if the Organization has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Organization, and has concluded that as of December 31, 2025, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NADP FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line112700 PARK CENTRAL DR 400AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd
FieldValueIRS element (for citing)
Recipient EIN752622166RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$95,249CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
GERARD BERGGREN
DIR. RESEARCH/INFO$142,371$14,176$6,835$111$163,493
MICHAEL ADELBERG
Executive Dir.$346,297$66,463$17,344$9,365$439,469
TIMOTHY BROWN
DEPUTY EXEC. DIR.$157,458$16,312$7,885$9,951$191,606

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 6members do NOT include governing body members. A member means any person who, pursuant to a provision of the organizations governing documents or applicable state law, has the right to participate in the organizations governance or to receive distributions of income or assets from the organization. NADPs voting members include companies that provide or administer dental benefits. Nonvoting members include supporting organizations (accounting, actuarial, data processing, investment banking, legal, dental supply, manufacturers, and pharmaceutical producers), international organizations, associate members which are involved in the dental practice management industry and individual members.
Form 990, Part VI, Section A, Line 7aNADP voting members (see prior questions) have the power, under the By-laws, to elect members of the Board of Directors, i.e. NADPs governing body. Each voting member has a delegate that casts the ballot in the election of the members of the Board of Directors. If a vacancy on the Board occurs, the Board of Directors, can appoint someone to fill the vacancy.NADP has a 9-member Board of Directors. Board members serve 3-year terms and 3 positions come up for election each year. Board members can serve for 2 consecutive terms, so a Board member can run for re-election once. A Nominating Committee is appointed by the Board of Directors in the middle of the year to find and vet candidates for the Board according to criteria set by the Board of Directors to achieve balanced representation of NADPs voting membership. The slate of candidates is presented for Board approval. After approval, the slate is published to the members who can add to the slate by petition signed by 5 members. Detailed materials on the candidates are sent to the voting delegate for each dental plan member. Nominees speak at the Annual Business Meeting which is during the annual conference, CONVERGEusually in September or early October. Voting begins at the Business Meeting and continues for 10 days after the closing date of the conference. Voting members can cast votes equal to the number of positions up for election. Positions are filled based on the highest vote totals in descending order. If there is a tie for the last available position, an additional round of balloting is conducted.
Form 990, Part VI, Section A, Line 7bActions that require members approval are election of the Board of Directors, removal of a Director, and amendment to the organizations bylaws.
Form 990, Part VI, Section A, Line 9DONNA HUNTER, 1800 CENTER ST., CAMP HILL, PA 17011; STACIA ALMQUIST, 17500 CHENEL PARKWAY, SUITE 500 LITTLE ROCK, AR 72223; AMY MILLER, 4101 PERCIVAL RD., COLUMBIA, SC 29229; RICHARD JONES, 100 FIRST STAMFORD PL. 4TH FLR WEST, STAMFORD, CT 06903; CRYSTAL MCELROY, 5 PARK PLAZA, #1850, IRVING, CA 92614; MIKE TREBOLD, 5900 O STREET, LINCOLN, NE 68510.
Form 990, Part VI, Section B, Line 11bTHE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR DISCUSSION, COMMENT AND APPROVAL IN THEIR SPRING MEETING. CLARIFICATIONS AND CORRECTIONS ARE OFTEN DONE VIA EMAIL AFTER THAT MEETING.
Form 990, Part VI, Section B, Line 12cThe Board of Directors annually files a Conflict of Interest Statement in accordance with the by-laws. This statement includes disclosure of any interests that they feel may be a potential conflict at that time. The form further requires that if a conflict arises later in the year, the Board member must notify the Chairman and Executive Director. The by-laws provide that a Board member that is present when an issue for which there is a conflict comes before the Board may be counted for the purposes of quorum but not for the vote on this issue.
Form 990, Part VI, Section B, Line 15aThe Executive Committee of the Board acts as the Compensation Committee. They are required to annually review the compensation of the Executive Director. This is done in conjunction with an annual evaluation. The Executive Director submits a self-evaluation. The Board Chair returns a revised evaluation with recommended compensation for the coming year via e-mail. The information is provided to our director of Finance and PEO to adjust payroll and is retained in the Executive Directors personnel file.The Executive Director is responsible for setting all other staff salaries. All NADP positions are benchmarked to the most recent ASAE Compensation Survey with a target of 100% of base pay.
Form 990, Part VI, Section B, Line 15bNO officer or director receives any compensation. The Executive Director is responsible for setting all other staff salaries. All NADP positions are benchmarked to the most recent ASAE Compensation Survey with a target of 90% of base pay since that Survey contains jobs based primarily in DC and Chicago and the cost of living in Dallas is significantly below both cities.
Form 990, Part VI, Section C, Line 19NADP financial statements are distributed annually to the voting delegate of members as part of an annual report. Governing documents, conflicts of interest, and other policies are available upon request.
FORM 990, PART I, LINE 5 - NUMBER OF INDIVIDUALS EMPLOYED IN 2025NADP does not file W-3 directly as we use a PEO for employment and payroll functions. Our staff are co-employees of NADP and the PEO. During 2025, NADP had 15 full time individuals employed under the PEO arrangement.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1NADP FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line112700 PARK CENTRAL DRIVE 400AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75251ZIPCd
FieldValueIRS element (for citing)
EIN752622166EIN
Primary ActivitiesEDUCATION & INFORMATIONPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status7PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NADPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NADP FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypebTransactionTypeTxt
Involved$95,249InvolvedAmt
Method Of Amount DeterminationCASH PAIDMethodOfAmountDeterminationTxt

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