AMERICAN ACADEMY OF PERIODONTOLOGY FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF PERIODONTOLOGY FOUNDATION (EIN 36-3763801)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-24
IRS object ID
201611459349300871
Schema version
2015v2.1
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)
Return2016-05-24T15:03:42-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362886485PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DUGAN & LOPATKA CPA'S PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1104 E ROOSEVELT ROAD SUITE 102AddressLine1Txt
CityWHEATONCityNm
State AbbreviationILStateAbbreviationCd
ZIP601875267ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363763801EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE AMERICAN ACADEMY OF PERIODONTOLOGYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone3125733256PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1737 N MICHIGAN AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT VITASPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3125733256PhoneNum
Signature2016-05-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN OLSONPreparerPersonNm
PTINP00085441PTIN
Phone6306654440PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerVANCHIT JOHNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1737 N MICHIGAN AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,895,357GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PERIOFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1990FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO IMPROVE THE PERIODONTAL AND GENERAL HEALTH OF THE PUBLIC THROUGH INCREASING PUBLIC AND PROFESSIONAL KNOWLEDGE OF PERIODONTAL DISEASES AND THEIR THERAPIES, STIMULATING BASIC AND CLINICAL RESEARCH TO GENERATE NEW KNOWLEDGE AND ENHANCING EDUCATIONAL PROGRAMS AT ALL LEVELS TO CREATE OPPORTUNITIES IN PERIODONTAL EDUCATION AND PRACTICE.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$769,645PYContributionsGrantsAmt
CY Contributions Grants$616,311CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$627,999PYInvestmentIncomeAmt
CY Investment Income$455,351CYInvestmentIncomeAmt
PY Other Revenue$6,878PYOtherRevenueAmt
CY Other Revenue-$21,552CYOtherRevenueAmt
PY Total Revenue$1,404,522PYTotalRevenueAmt
CY Total Revenue$1,050,110CYTotalRevenueAmt
PY Grants And Similar Paid$802,600PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$510,600CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$363,514PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$369,005CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$442,092CYTotalFundraisingExpenseAmt
PY Other Expenses$582,479PYOtherExpensesAmt
CY Other Expenses$510,658CYOtherExpensesAmt
PY Total Expenses$1,748,593PYTotalExpensesAmt
CY Total Expenses$1,390,263CYTotalExpensesAmt
PY Revenues Less Expenses-$344,071PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$340,153CYRevenuesLessExpensesAmt
Total Assets BOY$9,864,381TotalAssetsBOYAmt
Total Assets EOY$8,561,187TotalAssetsEOYAmt
Total Liabilities BOY$362,269TotalLiabilitiesBOYAmt
Total Liabilities EOY$423,637TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,502,112NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,137,550NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO IMPROVE THE PERIODONTAL AND GENERAL HEALTH OF THE PUBLIC THROUGH INCREASING PUBLIC AND PROFESSIONAL KNOWLEDGE OF PERIODONTAL DISEASES AND THEIR THERAPIES, STIMULATING BASIC AND CLINICAL RESEARCH TO GENERATE NEW KNOWLEDGE AND ENHANCING EDUCATIONAL PROGRAMS AT ALL LEVELS TO CREATE OPPORTUNITIES IN PERIODONTAL EDUCATION AND PRACTICE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$725,250ExpenseAmt
Grant$510,600GrantAmt
Revenue-$5,095RevenueAmt
DescTO IMPROVE THE PERIODONTAL AND GENERAL HEALTH OF THE PUBLIC THROUGH INCREASING PUBLIC AND PROFESSIONAL KNOWLEDGE OF PERIODONTAL DISEASES AND THEIR THERAPIES, STIMULATING BASIC AND CLINICAL RESEARCH TO GENERATE NEW KNOWLEDGE AND ENHANCING EDUCATIONAL PROGRAMS AT ALL LEVELS TO CREATE OPPORTUNITIES IN PERIODONTAL EDUCATION AND PRACTICE.Desc
Total Program Service Expenses$725,250TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT VITASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3125733256PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1737 N MICHIGAN AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
VANCHIT JOHN
PRESIDENT10.00Yes (X)Yes (X)$0$0$0
VINCENT IACONO
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
MARIA GEISINGER
SECRETARY/TREASURER5.00Yes (X)Yes (X)$0$0$0
JOHN KOBS
PAST PRESIDENT5.00Yes (X)Yes (X)$0$0$0
WAYNE ALDREDGE
DIRECTOR2.00Yes (X)$0$0$028.00
GREGORY FAUTH
DIRECTOR2.00Yes (X)$0$0$0
JOHN FORBES
DIRECTOR2.00Yes (X)$0$0$0
STUART FROUM
DIRECTOR2.00Yes (X)$0$0$0
PAMELA MCCLAIN
DIRECTOR2.00Yes (X)$0$0$0
MYRON NEVINS
DIRECTOR2.00Yes (X)$0$0$0
JOAN OTOMO-CORGEL
DIRECTOR2.00Yes (X)$0$0$0
FOTINOS PANAGAKOS
DIRECTOR2.00Yes (X)$0$0$0
TERRY REES
DIRECTOR2.00Yes (X)$0$0$0
CHRISTOPHER RICHARDSON
DIRECTOR2.00Yes (X)$0$0$0
JODY RODNEY
DIRECTOR2.00Yes (X)$0$0$0
S TIMOTHY ROSE
DIRECTOR2.00Yes (X)$0$0$0
ROBERT VITAS
EXECUTIVE DIRECTOR35.00Yes (X)$0$116,977$16,178
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$116,977TotReportableCompRltdOrgAmt
Total Other Compensation$16,178TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$616,311AllOtherContributionsAmt
Noncash Contributions$57,157NoncashContributionsAmt
Total Contributions$616,311TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$361,434TotalRevenueColumnAmt
Exclusion$361,434ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,879,507SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,785,590SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$93,917SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$93,917TotalRevenueColumnAmt
Exclusion$93,917ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$43,200FundraisingGrossIncomeAmt
Fundraising Direct Expenses$59,657FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$16,457TotalRevenueColumnAmt
Exclusion-$16,457ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column-$5,095TotalRevenueColumnAmt
Related Or Exempt Func Income-$5,095RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total-$5,095OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,050,110TotalRevenueColumnAmt
Related Or Exempt Func Income-$5,095RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$438,894ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$174,600TotalAmt
Program Services$174,600ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$336,000TotalAmt
Program Services$336,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$133,155TotalAmt
Program Services$44,385ProgramServicesAmt
Management And General$44,385ManagementAndGeneralAmt
Fundraising$44,385FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$174,583TotalAmt
Program Services$49,777ProgramServicesAmt
Management And General$49,680ManagementAndGeneralAmt
Fundraising$75,126FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,275TotalAmt
Program Services$3,480ProgramServicesAmt
Management And General$3,473ManagementAndGeneralAmt
Fundraising$5,322FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$29,661TotalAmt
Program Services$8,821ProgramServicesAmt
Management And General$8,808ManagementAndGeneralAmt
Fundraising$12,032FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,331TotalAmt
Program Services$5,886ProgramServicesAmt
Management And General$5,879ManagementAndGeneralAmt
Fundraising$7,566FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$280TotalAmt
Management And General$64ManagementAndGeneralAmt
Fundraising$216FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$41,601TotalAmt
Management And General$9,568ManagementAndGeneralAmt
Fundraising$32,033FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$35,944TotalAmt
Management And General$8,267ManagementAndGeneralAmt
Fundraising$27,677FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,946TotalAmt
Management And General$6,888ManagementAndGeneralAmt
Fundraising$23,058FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$31,456TotalAmt
Program Services$678ProgramServicesAmt
Management And General$7,432ManagementAndGeneralAmt
Fundraising$23,346FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,000TotalAmt
Management And General$23,000ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$88,973TotalAmt
Program Services$77,639ProgramServicesAmt
Management And General$2,519ManagementAndGeneralAmt
Fundraising$8,815FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$160,535TotalAmt
Program Services$19,564ProgramServicesAmt
Management And General$32,607ManagementAndGeneralAmt
Fundraising$108,364FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PRINTING$51,005$1,530$7,141$42,334
ANNUAL REPORT$28,293$28,293
ANNUITY PAYMENTS$12,576$12,576
RECOGNITION$7,049$2,890$634$3,525

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,390,263TotalAmt
Program Services$725,250ProgramServicesAmt
Management And General$222,921ManagementAndGeneralAmt
Fundraising$442,092FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$79,978BOYAmt
EOY$327,925EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$392,613BOYAmt
EOY$410,009EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$481,930BOYAmt
EOY$343,782EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,879,519BOYAmt
EOY$7,452,462EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$30,341BOYAmt
EOY$27,009EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,864,381BOYAmt
EOY$8,561,187EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$20,265BOYAmt
EOY$154,294EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$342,004BOYAmt
EOY$269,343EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$362,269BOYAmt
EOY$423,637EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,955,178BOYAmt
EOY$1,444,346EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,385,887BOYAmt
EOY$3,531,170EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,161,047BOYAmt
EOY$3,162,034EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,502,112BOYAmt
EOY$8,137,550EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,864,381BOYAmt
EOY$8,561,187EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$340,153ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,024,409NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$970,281CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$469,001CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$626,786CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$769,645CurrentTaxYearMinus1YearAmt
Current Tax Year$616,311CurrentTaxYearAmt
Total$3,452,024TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$970,281CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$469,001CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$626,786CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$769,645CurrentTaxYearMinus1YearAmt
Current Tax Year$616,311CurrentTaxYearAmt
Total$3,452,024TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$879,268SubstantialContributorsTotAmt
Public Support Total170$2,572,756PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$515,119CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$352,649CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$345,296CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$415,578CurrentTaxYearMinus1YearAmt
Current Tax Year$361,434CurrentTaxYearAmt
Total$1,990,076TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,650CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$3,117CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,296CurrentTaxYearMinus1YearAmt
Total$7,063TotalAmt
FieldValueIRS element (for citing)
Total Support$5,449,163TotalSupportAmt
Gross Receipts Rltd Activities$277,153GrossReceiptsRltdActivitiesAmt
Public Support CY1700.47210PublicSupportCY170Pct
Public Support PY1700.48210PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,209,214BeginningYearBalanceAmt
Contributions$987ContributionsAmt
Investment Earnings Or Losses-$378,858InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,250GrantsOrScholarshipsAmt
Other Expenditures$2,000OtherExpendituresAmt
End Year Balance$3,817,093EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,991,956BeginningYearBalanceAmt
Contributions-$7,500ContributionsAmt
Investment Earnings Or Losses$245,172InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,000GrantsOrScholarshipsAmt
Other Expenditures$8,414OtherExpendituresAmt
End Year Balance$4,209,214EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,984,759BeginningYearBalanceAmt
Contributions$12,088ContributionsAmt
Investment Earnings Or Losses$415,569InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,000GrantsOrScholarshipsAmt
Other Expenditures$400,000OtherExpendituresAmt
Administrative Expenses$8,460AdministrativeExpensesAmt
End Year Balance$3,991,956EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,606,561BeginningYearBalanceAmt
Contributions$12,261ContributionsAmt
Investment Earnings Or Losses$760,429InvestmentEarningsOrLossesAmt
Grants Or Scholarships$88,000GrantsOrScholarshipsAmt
Other Expenditures$300,000OtherExpendituresAmt
Administrative Expenses$6,492AdministrativeExpensesAmt
End Year Balance$3,984,759EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,965,211BeginningYearBalanceAmt
Contributions$12,057ContributionsAmt
Investment Earnings Or Losses-$41,275InvestmentEarningsOrLossesAmt
Grants Or Scholarships$26,000GrantsOrScholarshipsAmt
Other Expenditures$300,000OtherExpendituresAmt
Administrative Expenses$3,432AdministrativeExpensesAmt
End Year Balance$3,606,561EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.83000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.17000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
GIFT ANNUITY OBLIGATION$46,251
DUE TO RELATED PARTY$223,092
FieldValueIRS element (for citing)
Total Liability$269,343TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$85,358TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,024,409NetUnrealizedGainsInvstAmt
Other Revenue$59,657OtherRevenueAmt
Revenue Not Reported-$964,752RevenueNotReportedAmt
Revenue Subtotal$1,050,110RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,050,110TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,449,920TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$59,657OtherExpensesIncludedAmt
Expenses Not Reported$59,657ExpensesNotReportedAmt
Expenses Subtotal$1,390,263ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,390,263TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION HAS FOUR ENDOWMENT FUNDS. THE ENDOWMENT FUND IS TO ESTABLISH A SELF-SUSTAINING FUND IN WHICH INVESTMENT REVENUE WOULD SUPPORT THE FOUNDATION GOALS OF ISSUING GENERAL SCHOLARSHIPS. THE KRAMER SCHOLARSHIP FUND WAS ESTABLISHED TO HONOR DR. AND MRS. GERALD KRAMER. INVESTMENT EARNINGS FROM THIS FUND IS TO AWARD AN ANNUAL SCHOLARSHIP TO A PERIODONTAL GRADUATE STUDENT. THE R. EARL ROBINSON FUND WAS ESTABLISHED BY THE ESTATE OF R. EARL ROBINSON AND ITS INVESTMENT EARNINGS GIVES AN ANNUAL DISTRIBUTION TO THE WINNER OF THE R. EARL ROBINSON REGENERATION AWARD. THE EDUCATION ENDOWMENT FUND WAS ESTABLISHED TO AWARD FOUR GRANTS EACH FOR EDUCATORS AND TEACHING FELLOWSHIPS.
PART X, LINE 2:THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND ILLINOIS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012. THE FOUNDATION DOES NOT EXPECT A MATERIAL NET CHANGE IN UNRECOGNIZED TAX BENEFITS IN THE NEXT TWELVE MONTHS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 59,657.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 59,657.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AUCTIONEvent1Nm
Gross Receipts Event1$43,200GrossReceiptsEvent1Amt
Gross Revenue Event1$43,200GrossRevenueEvent1Amt
Non Cash Prizes Event1$57,157NonCashPrizesEvent1Amt
Other Direct Expenses Event1$2,500OtherDirectExpensesEvent1Amt
Gross Receipts Total$43,200GrossReceiptsTotalAmt
Gross Revenue Total Events$43,200GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$57,157NonCashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$2,500OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$59,657DirectExpenseSummaryEventsAmt
Net Income Summary-$16,457NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDesc
ACADEMY FOR ACADEMIC LEADERSHIP
1870 THE EXCHANGE SUITE 100ATLANTAGA30339582000628$39,600TO FUND SCHOLARSHIPS FOR PERIODONTISTS ATTENDING AAL INSTITUTE FOR TEACHING AND LEARNING. THESE PERIODONTISTS RECEIVE TRAINING TO RETURN TO PART-TIME AND FULL-TIME TEACHING.
THE AMERICAN ACADEMY OF PERIODONTOLOGY
737 N MICHIGAN AVENUECHICAGOIL60611363541073$135,000TO PROVIDE SPONSORSHIP FOR AN AAP WORKSHOP AND TO HELP PROMOTE THE AAP PUBLIC CAMPAIGN ABOUT GUMS.501(C)(6)
FieldValueIRS element (for citing)
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (11 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
AAP EDUCATOR AND TEACHING SCHOLARSHIPS9$175,000
BOWERS1$10,000
COHEN TEACHING AWARD1$10,000
FINLEY EDUCATION GRANT4$8,000
KRAMER SCHOLAR AWARD1$10,000
LAZZARA FELLOWSHIP3$50,000
NEVINS TEACHING AND CLINICAL RESEARCH FELLOWSHIP2$20,000
SCHOOR RESEARCH AWARD1$2,000
SUNSTAR-AAP FOUNDATION RESEARCH FELLOWSHIP1$25,000
TARRSON FELLOWSHIP2$24,000
VOLPE BASIC SCIENCE RESEARCH FELLOWSHIP1$2,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSCHOLARSHIPS FUNDED FOR THE INSTITUTE FOR TEACHING AND LEARNING ARE DETERMINED BY A COMMITTEE OF ACADEMY FOR ACADEMIC LEADERSHIP FACULTY. THE RECOMMENDATION IS PRESENTED TO AAPF STAFF TO CONFIRM THAT THOSE FUNDED ARE AAP MEMBERS. THE BOARD OF DIRECTORS REVIEW THE REQUEST AND INFORMATION SUBMITTED BY THE MCGUIRE INSTITUTE AND VOTE TO APPROVE THE GRANT. INDIVIDUALS WHO APPLY FOR OUR FUNDING MUST PROVIDE TRANSCRIPTS, LETTERS OF REFERENCE, WRITE A PERSONAL STATEMENT ABOUT THEIR RESEARCH AND TEACHING GOALS, AND IN SOME CASES MUST BE NOMINATED BY THEIR CHAIRMAN OF THEIR PERIODONTAL PROGRAM.ExplanationTxt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescAUCTION ITEMSDesc
Contribution81ContributionCnt
Noncash Contributions Rpt F990$57,157NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11OFFICERS AND BOARD CHAIRMAN REVIEW FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CCOPIES OF FORM ARE DISTRIBUTED AND CHAIR REMINDS BOARD MEMBERS PRIOR TO EVERY MEETING
FORM 990, PART VI, SECTION B, LINE 15AANALYSIS AND REVIEW OF COMPARABILITY DATA IS USED BY THE BOARD OF DIRECTORS TO ARRIVE AT AN APPROPRIATE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM PREVIOUS YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE AMERICAN ACADEMY OF PERIODONTOLOGYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1737 N MICHIGAN AVENUEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
EIN363541073EIN
Primary ActivitiesPRESENT CURRENT RESEARCHPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)6ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AMERICAN ACADEMY OF PERIODONTOLOGY
P$428,362FAIR MARKET VALUE
AMERICAN ACADEMY OF PERIODONTOLOGY
C$101,000FAIR MARKET VALUE
AMERICAN ACADEMY OF PERIODONTOLOGY
B$135,000FAIR MARKET VALUE

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