2016-05-13T16:14:38-05:00 2015-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2014-07-01 362372371 AMERICAN DENTAL HYGIENISTS' ASSOCIATION AMER 3124408900 444 NORTH MICHIGAN AVE NO 3400 CHICAGO IL 60611 ANN BATTRELL CHIEF EXECUTIVE OFFICER 3124408900 2016-05-13 1 LU ANN TRAPP P01506476 3122071040 2016-05-13 2014 2016-08-17 19:52:53Z ANN BATTRELL 444 NORTH MICHIGAN AVE NO 3400 CHICAGO IL 60611 9698781 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 43 50 493368 0 0 0 6574239 6259509 24405 28525 282571 366513 6881215 6654547 42700 35300 0 0 3042694 3090614 0 0 0 3866319 4019131 6951713 7145045 -70498 -490498 6371614 5379917 3501103 2941893 2870511 2438024 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 35,000 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 0 0 1 56 0 1 43 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 KELLI SWANSON JAECKS PRESIDENT 10.00 2.00 X X 40794 0 0 GILIA RETHMAN PRESIDENT ELECT 10.00 2.00 X X 10350 0 0 BETTY KABEL VICE PRESIDENT 10.00 2.00 X X 4870 0 0 LOUANN GOODNOUGH TREASURER 10.00 2.00 X X 4775 0 0 DENISE BOWERS IMMEDIATE PAST PRESIDENT 10.00 20.00 X X 32784 0 0 ANN BATTRELL CEO/SECRETARY 55.00 2.00 X X 313399 0 24147 JOAN KENNEY FITZGERALD OFFICER 10.00 0.00 X 4650 0 0 JACLYN GLEBER OFFICER 10.00 0.00 X 4850 0 0 MICHELE BRAERMAN OFFICER 10.00 0.00 X 5000 0 0 JESSICA KISER OFFICER 10.00 0.00 X 2550 0 0 BETH NICELY OFFICER 10.00 0.00 X 5690 0 0 DONNELLA MILLER OFFICER 10.00 0.00 X 4550 0 0 TAMMY FILIPIAK OFFICER 10.00 0.00 X 5165 0 0 LISA MORAVEC OFFICER 10.00 0.00 X 1950 0 0 VALOREE ALTHOFF OFFICER 10.00 0.00 X 4650 0 0 BARBARA LEATHERMAN DIXON OFFICER 10.00 0.00 X 2500 0 0 LIN SARFARAZ OFFICER 10.00 0.00 X 4800 0 0 LANCETTE VANGULDER OFFICER 10.00 0.00 X 5344 0 0 ISAAC CARPENTER CFO 50.00 5.00 X 211769 0 23319 MADDIE HILPERT DIRECTOR OF CORPORATE DEVELOPMENT 50.00 0.00 X 118469 0 10691 KATIE POWELL DIRECTOR OF MEMBER SERVICES 50.00 0.00 X 114768 0 9798 PAMELA STEINBACH DIRECTOR OF EDUCATION/RESEARCH 50.00 0.00 X 117338 0 17663 ANN LYNCH DIRECTOR OF GOVERNMENTAL AFFAIRS 50.00 0.00 X 106332 0 18637 1127347 0 104255 6 0 1 0 0 MEMBERSHIP DUES 900099 3857868 3857868 PUBLICATIONS 900004 824865 331497 493368 SPONSORSHIPS 900099 758733 758733 PROGRAM EXHIBITS 900099 393025 393025 ANNUAL SESSION 900099 363338 363338 61680 61680 6259509 24031 24031 269390 269390 3048728 3044234 4494 4494 4494 MISCELLANEOUS 900099 88728 88728 CATALOG ORDERS 900099 8395 8395 97123 6654547 5015803 493368 1145376 35300 717906 1960319 247053 165336 83579 32755 648666 429948 807526 362458 592736 408149 157844 89170 BANK CHARGES 158408 RECRUITMENT 61688 CONTINGENCY 12250 UTILITIES 7803 166151 7145045 1181538 200181 700915 586309 37592 38622 2038522 1481949 538937 556573 3801741 3859946 110891 138286 6371614 5379917 1033746 568362 1818429 1776731 448892 410289 200036 186511 3501103 2941893 X 2504603 2255366 365908 182658 2870511 2438024 6371614 5379917 -490498 58011 0 X 0 1 X 1 0 0 0 1 3857868 75038 -1568 73470 80104 -6634 306310 126769 179541 1732212 1355180 377032 556573 DUE TO STATE AND LOCAL ORGS 186511 186511 X 6990895 58011 278337 336348 6654547 0 6654547 7309588 164543 164543 7145045 0 7145045 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, 2015 AND 2014, 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 PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM RELATED ORGANIZAITON INCLUDED IN COSOLIDATED FS 278,337. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM RELATED ORGANIZATION INCLUDED IN CONSOLIDATED FS 164,543. 1 EDUCATOR OF THE YEAR 1 1000 0 IRENEN NEWMAN 1 1000 0 AWARDS FOR EXCELLENCE 4 10000 0 ESTER WILKINS 1 1000 0 FONES AWARD 1 1000 0 SIGMA PHI ALPHA 2 2000 0 COLGATE COMMUNITY OUTREACH 1 2000 0 CREST CLINICAL DH 1 2000 0 HU-FRIEDY MASTER CLINICIAN 1 5000 0 STUDENT TABLE CLINICS 15 7300 0 COMMUNITY SERVICE GRANT 1 3000 0 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 282862 0 30537 0 0 0 12747 0 11400 0 337546 0 0 0 ISAAC CARPENTER CFO 205769 0 6000 0 0 0 10287 0 13032 0 235088 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 DISABILITIES. 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 11 THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FORM 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 LEGAL COUNSEL ADDRESSES THE NEW BOARD TO EXPLAIN FIDUCIARY RESPONSIBILITY AND THEIR DUTIES OF CARE, LOYALTY AND OBEDIENCE. EACH BOARD MEMBER COMPLETES A NEW CONFLICT OF INTEREST STATEMENT WHICH HIS KEPT ON FILE AT CENTRAL OFFICE. ADDITIONALLY AT THE COMMENCEMENT OF EACH BOARD MEETING, THE PRESIDENT ASKS IF ANYTHING HAS CHANGED TO PRESENT A CONFLICT AND PROVIDES THE OPPORTUNITY FOR BOARD MEMBERS TO DISCLOSE ANY NEW 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. 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 11A, I 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ADHA INSTITUTE FOR ORAL HEALTH D 138286 FAIR MARKET VALUE