2018-05-15T15:04:17-05:00 2017-06-30 381357951 PLANTE & MORAN PLLC 10 S Riverside Plaza 9th Floor Chicago IL 60606 990 2016-07-01 362372371 AMERICAN DENTAL HYGIENISTS' ASSOCIATION AMER 3124408900 444 NORTH MICHIGAN AVE No 400 CHICAGO IL 60611 ANN BATTRELL CHIEF EXECUTIVE OFFICER 3124408900 2018-05-14 1 Lu Ann Trapp P01506476 3122071040 2018-05-11 2016 2022-09-23 18:48:47Z ANN BATTRELL 444 NORTH MICHIGAN AVE No 400 CHICAGO IL 60611 7509820 0 X WWW.ADHA.ORG X 1980 IL 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. 17 16 29 50 224508 0 0 0 6293809 6150387 48713 47406 260525 313034 6603047 6510827 22125 28600 0 0 3375555 2929247 0 0 0 4107475 3632891 7505155 6590738 -902108 -79911 4207652 4384855 2710945 2903939 1496707 1480916 X To improve the public's total health, the mission of the American Dental Hygienists' Association is 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 27,000 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 1 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 0 0 1 46 0 1 29 1 1 1 0 0 0 1 1 0 X 17 16 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL X DAN ALPE 3124408948 444 N MICHIGAN AVENUE CHICAGO IL 60611 Betty Kabel President 10.00 2.00 X X 40616 0 0 Tammy Filipiak President Elect 10.00 2.00 X X 12748 0 0 Michele Braerman Vice President 10.00 2.00 X X 2600 0 0 Donnella Miller Treasurer 10.00 2.00 X X 4800 0 0 Ann Battrell CEO/Secretary 55.00 2.00 X X 354448 0 19710 Gilia Rethman Immediate Past President 10.00 20.00 X X 29442 0 0 Peter Gangi Officer 10.00 0.00 X 3679 0 0 Vickie Nardello Officer 10.00 0.00 X 1725 0 0 Dawn Ann Dean Officer 10.00 0.00 X 1500 0 0 Jessica Kiser Officer 10.00 0.00 X 3675 0 0 Sharlee Burch Officer 10.00 0.00 X 4100 0 0 Diana Saylor Officer 10.00 0.00 X 4150 0 0 Matt Crespin Officer 10.00 0.00 X 4250 0 0 Lisa Moravec Officer 10.00 0.00 X 4975 0 0 Valoree Althoff Officer 10.00 0.00 X 4225 0 0 Barbara Dixon Officer 10.00 0.00 X 3975 0 0 Lin Sarfaraz Officer 10.00 0.00 X 4350 0 0 Annette Lincicome Officer 10.00 0.00 X 1300 0 0 Robert Moore COO 55.00 0.00 X 196808 0 12124 Dan Alpe Director of Finance 50.00 10.00 X 110871 0 18013 Maddie Hilpert Director of Corporate Development 50.00 10.00 X 126401 0 9700 Ann Lynch Director of Governmental Affairs 50.00 5.00 X 108259 0 20795 Katie Powell Prior Director of Member Services 50.00 0.00 X 113381 0 10985 1142278 0 91327 6 0 1 0 Big Voice Communications 310 Yale ave new haven CT 06515 marketing and design services 153737 McDermott Will and Emery LLP 500 N Capitol St NW Washington DC 20001 Legal Services 111843 2 membership dues 900099 3656989 3656989 SPONSORSHIPS 900099 1126870 1126870 PUBLICATIONS 900004 559255 334747 224508 ANNUAL SESSION 900099 359245 359245 PROGRAM EXHIBITS 900099 359135 359135 88893 88893 6150387 46169 46169 304513 304513 1000230 998993 1237 1237 1237 MISCELLANEOUS 900099 7723 7723 CATALOG ORDERS 900099 798 798 8521 6510827 4799807 224508 1486512 X 28600 774661 1823210 172273 159103 51039 36800 700678 394597 737204 376505 515374 207767 182455 67682 BANK CHARGES 160899 RECRUITMENT 12949 Office Relocation 12058 UTILITIES 4050 172834 6590738 108563 522739 570078 628033 90092 58623 2170434 1547590 533403 622844 2854619 2441525 50897 111091 4207652 4384855 499912 745360 1706258 1729716 365675 336991 139100 91872 2710945 2903939 X 1429129 1443258 67578 37658 1496707 1480916 4207652 4384855 -79911 64120 0 X 0 1 X 1 0 0 0 1 3656989 41867 -1086 40781 68157 -27376 153675 678 152997 2016759 1546912 469847 622844 DUE TO STATE AND LOCAL ORGS 91872 91872 X 7006357 64120 431410 495530 6510827 0 6510827 6887785 297047 297047 6590738 0 6590738 Part X, Line 2: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Association and recognize a tax liability if the Association has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS or other applicable taxing authorities. Management has analyzed the tax positions taken by the Association and has concluded that as of June 30, 2017 and 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. The Association is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Part XI, Line 2d - Other Adjustments: REVENUE FROM RELATED ORGANIZAITON INCLUDED IN COSOLIDATED FS 431,410. Part XII, Line 2d - Other Adjustments: EXPENSES FROM RELATED ORGANIZATION INCLUDED IN CONSOLIDATED FS 297,047. 1 Colgate Community Outreach 1 2000 Crest Clinical Dental Hygienist 1 2000 Educator of the Year 1 1000 Esther Wilkins Future Leader 1 1000 Hu-Friedy Master Clinician 1 5000 Irene Newman 1 1000 Award for Excellence 2 5000 Student Member Community Service Award 1 3000 Sigma Phi Alpha Undergraduate 2 2000 Sigma Phi Alpha Graduate 1 1000 Student Table Clinics 21 5600 Part I, Line 2: Funds are monitored by ADHA's Board of Trustees, committees, and councils. 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 322633 0 31815 0 0 0 13558 0 6152 0 374158 0 0 0 Robert Moore COO 179308 0 17500 0 0 0 10624 0 1500 0 208932 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 AND DISTRICT TRUSTEES) ARE ELECTED BY BALLOT BY THE HOUSE OF DELEGATES TO SERVE FOR ONE YEAR OR UNTIL THEIR SUCCESSORS ARE ELECTED. 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, Immediate Past President and Treasurer) 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 700,678. 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 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 91308 fair MARKET VALUE