2023-05-03T16:49:21-05:00 2022-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2021-07-01 362372371 AMERICAN DENTAL HYGIENISTS' ASSOCIATION AMER 3124408900 444 NORTH MICHIGAN AVE 400 CHICAGO IL 60611 LOURA COOPER DIRECTOR OF FINANCE 3124408914 2023-05-02 1 LOURA COOPER 999009999 DAVID LOWENTHAL P00378651 3122071040 2023-05-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LOURA COOPER 444 NORTH MICHIGAN AVE 400 CHICAGO IL 60611 7066886 0 X WWW.ADHA.ORG X 1980 IL TO UNITE AND EMPOWER DENTAL HYGIENISTS TO ENHANCE THE PUBLIC'S ORAL AND OVERALL HEALTH. 18 15 26 40 70060 0 0 329830 5209808 5038646 26336 -97766 282317 256851 5518461 5527561 15000 8262 0 0 2847895 2880093 0 0 0 3308512 4341251 6171407 7229606 -652946 -1702045 4138948 2135724 3097620 2902045 1041328 -766321 X TO IMPROVE THE PUBLIC'S TOTAL HEALTH; TO ADVANCE THE ART AND SCIENCE OF DENTAL HYGIENE BY ENSURING ACCESS TO QUALITY HEALTH CARE; INCREASING AWARENESS OF THE COST-EFFECTIVE BENEFITS OF PREVENTION; PROMOTING THE HIGHEST STANDARDS OF DENTAL HYGIENE EDUCATION, LICENSURE, PRACTICE AND RESEARCH, AND REPRESENTING AND PROMOTING THE INTERESTS OF DENTAL HYGIENISTS. 0 0 PROGRAMS FOR APPROXIMATELY 25,000 MEMBERS TO ADVANCE THEIR PROFESSIONAL DEVELOPMENT INCLUDING CONTINUING EDUCATION, INDUSTRY UPDATES, AND EMPLOYMENT SERVICES; AS WELL AS PROMOTING RESEARCH. IN ADDITION TO THE TECHNICAL SKILL PROGRAMS, ADHA ALSO SPONSORS GROUP INSURANCE COVERAGE AND MEMBER DISCOUNTS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 47 0 1 26 1 1 1 0 0 0 1 1 0 0 0 X 18 15 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL X LOURA COOPER 3124408914 444 N MICHIGAN AVENUE SUITE 400 CHICAGO IL 60611 BECKY SMITH VICE PRESIDENT 10.00 2.00 X X 4100 0 0 BETH TRONOLONE TRUSTEE 10.00 0.00 X 4100 0 0 CARA RECK TRUSTEE 10.00 0.00 X 1300 0 0 CARISSA REGNERUS TRUSTEE 10.00 0.00 X 1300 0 0 CHRISTINA EMMERT TRUSTEE 10.00 0.00 X 0 0 0 DANIELLE VICTORIANO TRUSTEE 10.00 0.00 X 0 0 0 DAWN ANN DEAN PRESIDENT-ELECT 10.00 2.00 X X 11425 0 0 DONNA LEE HICKEY TRUSTEE 10.00 0.00 X 5600 0 0 E JANE CROCKER TRUSTEE 10.00 0.00 X 4100 0 0 ERIN HALEY-HITZ TRUSTEE 10.00 2.00 X 4100 0 0 JEANNA SECRIST TREASURER 10.00 2.00 X X 1300 0 0 JENNIFER FRAME TRUSTEE 10.00 0.00 X 4100 0 0 LEEANN WINKLER TRUSTEE 10.00 0.00 X 2600 0 0 LISA J MORAVEC IMMEDIATE PAST PRESIDENT 10.00 0.00 X X 50550 0 0 PAMELA LARRABEE TRUSTEE 10.00 0.00 X 1300 0 0 RENEE SPENCER TRUSTEE 10.00 0.00 X 1300 0 0 SHARLEE BURCH PRESIDENT 10.00 2.00 X X 17450 0 0 SHERI MOORE TRUSTEE 10.00 0.00 X 4100 0 0 ANN BATTRELL CEO/SECRETARY 40.00 5.00 X 556475 0 27256 CAMERON HAWKINS CFO - THRU 4/22 40.00 5.00 X 211111 0 11106 ISAAC CARPENTER ADHA INTERIM CFO - BEG 5/22 40.00 5.00 X 0 0 0 ANN LYNCH DIRECTOR OF ADVOCACY 40.00 0.00 X 181017 0 9845 JENNIFER HILL DIRECTOR OF STRATEGIC OPERATIONS 40.00 0.00 X 145778 0 23212 KATHY PUJOL GOVERNANCE MANAGER 40.00 0.00 X 115051 0 15071 LEAH JOHNSON DIRECTOR OF PROFESSIONAL DEVELOPMENT 40.00 0.00 X 119309 0 8367 PATRICIA CLEARLY DIRECTOR OF COMMUNICATION 40.00 0.00 X 124811 0 21439 RYAN KEHOE CORPORATE DEVELOPMENT OFFICER 40.00 0.00 X 113714 0 16294 1685991 0 132590 8 0 1 0 SYNERGY CREATIVE 1039 W LAKE STREET CHICAGO IL 60607 MARKETING CONSULTING & DESIGN SERVICES 678636 MCGLADREY LLP 4650 E 53RD STREET DAVENPORT IA 52807 SOFTWARE SUPPORT 247510 PRODUCTION RESOURCE GROUP LLC 539 TEMPLE HILL RD NEW WINDSOR NY 12553 PROFESSIONAL PRODUCTION SERVICES 231256 MCDERMOTT WILL & EMERY 444 W LAKE STREET SUITE 4000 CHICAGO IL 60606 COUNSELING 150388 4 329830 329830 MEMBERSHIP DUES 900099 3217089 3217089 SPONSORSHIPS 900099 869850 869850 ANNUAL SESSION 900099 385058 385058 PROGRAM EXHIBITS 900099 290172 290172 PUBLICATIONS 900004 215001 144941 70060 61476 61476 5038646 14315 14315 255659 255659 1427244 1539325 -112081 -112081 -112081 CATALOG ORDERS 900099 1192 1192 1192 5527561 4099928 70060 1027743 X 8262 1033885 1457180 75120 167879 146029 58757 75053 5072 1124125 808393 555608 254312 704489 318560 126725 46811 BANK CHARGES 162859 RECRUITMENT 39747 UTILITIES 4653 56087 7229606 429620 37713 43559 760659 449575 451870 231275 254291 2752521 2328083 367500 424438 2528103 206753 89316 0 4138948 2135724 1033182 1188785 1465632 1395134 329830 0 268976 318126 3097620 2902045 X 1003670 -803979 37658 37658 1041328 -766321 4138948 2135724 -1702045 -105604 0 X 0 1 X 1 0 0 0 1 3217089 -92402 -92402 32171 -124573 153675 70434 83241 2530846 2257649 273197 68000 68000 424438 DEFERRED RENT 244615 DUE TO ADHA INSTITUTE 73511 318126 1 SIGMA PHI ALPHA AWARD 2 2000 ADHA AWARDS 15 6262 PART I, LINE 2: FUNDS ARE MONITORED BY ADHA'S BOARD OF TRUSTEES AND COMMITTEES. FINANCIAL DATA IS PROVIDED AS TO THE AMOUNTS AVAILABLE IN THE FUNDS AND BEFORE ANY MONEY IS DISPERSED IT IS VOTED UPON. X X X X 0 0 0 ANN BATTRELL CEO/SECRETARY 437336 0 119139 0 0 0 10501 0 16755 0 583731 0 0 0 CAMERON HAWKINS CFO - THRU 4/22 203881 0 7230 0 0 0 10432 0 674 0 222217 0 0 0 ANN LYNCH DIRECTOR OF ADVOCACY 157686 0 23331 0 0 0 8398 0 1447 0 190862 0 0 0 JENNIFER HILL DIRECTOR OF STRATEGIC OPERATIONS 129318 0 16460 0 0 0 7382 0 15830 0 168990 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS MEMBERS. THE DIFFERENT TYPES OF VOTING MEMBERS ARE AS FOLLOWS: ACTIVE MEMBERS, LIFE MEMBERS, RETIRED/SENIOR MEMBERS, MEMBERS WITH DIASABILITIES. NON-VOTING MEMBERS INCLUDE INTERNATIONAL MEMBERS, STUDENT MEMBERS, SUPPORTING MEMBERS, HONORARY MEMBERS, ALLIED MEMBERS AND CORPORATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ONLY VOTING MEMBERS MAY VOTE FOR THE ELECTION OF DELEGATES TO THE HOUSE OF DELEGATES, HOLD OFFICE IN THE ASSOCIATION, ITS CONSTITUENTS AND COMPONENTS, AND SERVE ON THE BOARD OF TRUSTEES AND HOUSE OF DELEGATES. OFFICERS (PRESIDENT, VICE-PRESIDENT, TREASURER, SPEAKER OF THE HOUSE) ARE ELECTED BY BALLOT BY THE HOUSE OF DELEGATES TO SERVE FOR ONE YEAR OR UNTIL THEIR SUCCESSORS ARE ELECTED. DISTRICT TRUSTEES SERVE 2-YEAR TERMS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH FISCAL YEAR, ADHA'S BOARD IS COUNSELED ON FIDUCIARY RESPONSIBILITY AND THEIR DUTIES OF CARE, LOYALTY, AND OBEDIENCE. EACH BOARD MEMBER COMPLETES A NEW CONFLICT OF INTEREST STATEMENT, WHICH IS KEPT ON FILE AT CENTRAL OFFICE. ADDITIONALLY, AT THE COMMENCEMENT OF EACH BOARD MEETING, THE PRESIDENT (OR THEIR APPOINTED REPRESENTATIVE), ASK IF ANYTHING HAS CHANGED TO PRESENT A CONFLICT AND PROVIDES THE OPPORTUNITY FOR BOARD MEMBERS TO DISCLOSE ANY CONFLICT OR PERCEIVED CONFLICT. ADDITIONALLY, EACH APPOINTED MEMBER OF A COUNCIL OR COMMITTEE COMPLETES A CONFLICT OF INTEREST FORM WHICH IS LIKEWISE, KEPT ON FILE IN ADHA'S CENTRAL OFFICE. NEW EMPLOYEES SIGN AND DATE A CONFLICT OF INTEREST STATEMENT UPON COMMENCEMENT OF EMPLOYMENT. ANNUALLY, ALL STAFF MUST SIGN A NEW CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 AT THE CONCLUSION OF EACH FISCAL YEAR, THE EXECUTIVE COMMITTEE COMPLETES THE PREVIOUSLY ADOPTED EVALUATION INSTRUMENT FOR THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE. AFTER ALL THE INPUT OF MEMBERS OF THE COMMITTEE IS COMPLETED, THE EXECUTIVE COMMITTEE DISCUSSES THE EVALUATION WITH THE CEO AND PERFORMANCE OBJECTIVES FOR THE COMING YEAR ARE ESTABLISHED. UPON COMPLETION OF THE EVALUATION PROCESS, THE COMPENSATION COMMITTEE (PRESIDENT, PRESIDENT-ELECT, AND IMMEDIATE PAST PRESIDENT) MEET WITH THE CEO TO DETERMINE A COMPENSATION PACKAGE THAT IS REFLECTIVE OF ADHA'S FINANCIAL POSITION, MARKET CONDITIONS, AND SALARY SURVEYS FROM ASSOCIATION FORUM OF CHICAGOLAND AND AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES. AN ADDENDUM TO THE CEO'S CONTRACT IS SIGNED BY THE PRESIDENT AND CEO. THE RESULTS OF THE PROCESS ARE SHARED WITH THE ENTIRE BOARD OF TRUSTEES AT THE FALL BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES 1,105,202. SERVICE FEES 18,923. AMER DENTAL HYGIENISTS' ASSOCIATION INSTITUTE FOR ORAL HEALTH 444 N MICHIGAN SUITE 3400 CHICAGO IL 60611 363468143 TO PERFORM CHARITABLE, EDUCATIONAL, RESEARCH, AND SCIENTIFIC ACTIVITIES. IL 501(C)(3) LINE 12A, I AMERICAN DENTAL HYGIENISTS ASSOC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 ADHA INSTITUTE FOR ORAL HEALTH Q 73511 ACTUAL EXPENSES