2016-03-22T07:59:19-05:00 2015-06-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2014-07-01 911993281 AMERICAN DENTAL EDUCATION ASSOCIATION AMER 2022897201 655 K STREET NW NO 800 WASHINGTON DC 20001 RICHARD VALACHOVIC DMD PRESIDENT AND CEO 2022897201 2016-03-22 1 ELIZABETH HELLER P00397829 2022932200 2014 2016-08-17 19:52:53Z RICHARD VALACHOVIC DMD 655 K STREET NW NO 800 WASHINGTON DC 20001 24729835 0 X WWW.ADEA.ORG X 1923 DC TO LEAD INDIVIDUALS AND INSTITUTIONS IN THE IMPROVEMENT OF ORAL HEALTH. 11 10 76 407 355115 -144685 1227004 1241720 21525943 22589536 552287 300765 2510 75361 23307744 24207382 595886 1365364 0 0 7912167 8119841 0 0 438805 14222217 15449241 22730270 24934446 577474 -727064 23611041 25889850 10027898 13128494 13583143 12761356 X THE MISSION OF THE AMERICAN DENTAL EDUCATION ASSOCIATION (ADEA) LEADS INDIVIDUALS AND INSTITUTIONS OF THE DENTAL EDUCATION COMMUNITY TO ADDRESS CONTEMPORARY ISSUES INFLUENCING EDUCATION, RESEARCH, AND THE DELIVERY OF ORAL HEALTH CARE FOR THE IMPROVEMENT OF THE PUBLIC'S HEALTH. 0 0 7384674 1400 18019173 ADEA HAS DEVELOPED FOUR CENTRALIZED APPLICATION SERVICES (CAS). EACH ADEA CAS SIMPLIFIES THE APPLICATION PROCESS BY ALLOWING APPLICANTS TO COMPLETE ONE STANDARDIZED APPLICATION, RATHER THAN FILL OUT MULTIPLE APPLICATIONS. PARTICIPATING SCHOOLS BENEFIT BY RECEIVING UNIFORM INFORMATION ON ALL APPLICANTS. ADEA'S FOUR CAS'S ARE:1) ADEA AADSAS (ASSOCIATED AMERICAN DENTAL SCHOOLS APPLICATION SERVICE) IS FOR TRADITIONAL D.D.S. AND D.M.D. PROGRAMS AT ALL U.S. DENTAL SCHOOLS.2) ADEA CAAPID (CENTRALIZED APPLICATION FOR ADVANCED PLACEMENT FOR INTERNATIONAL DENTISTS) IS FOR FOREIGN EDUCATED DENTAL GRADUATES WHO WISH TO PRACTICE DENTISTRY IN THE U.S. THESE PROGRAMS OFFER ADVANCED STANDING PROGRAMS THAT ARE TYPICALLY SHORTER IN LENGTH COMPARED TO TRADITIONAL DENTAL DEGREES.3) ADEA PASS (POSTDOCTORAL APPLICATION SUPPORT SERVICE) IS FOR DENTAL STUDENTS AND DENTISTS PURSUING ADVANCED DENTAL EDUCATION PROGRAMS. 4) ADEA DHCAS (DENTAL HYGIENE CENTRALIZED APPLICATION SERVICE) IS FOR DENTAL HYGIENE PROGRAMS AT ALL EDUCATION LEVELS. 6649893 1258054 1792503 PROFESSIONAL DEVELOPMENT AND MEETINGS - THE ADEA OFFICE OF PROFESSIONAL DEVELOPMENT COORDINATES AND PROVIDES ALL LOGISTICAL SUPPORT AND PROGRAM DEVELOPMENT AND REVIEW FOR ALL MEETINGS, CONFERENCES AND WORKSHOPS SPONSORED BY ADEA. 5753402 104910 ADEA POLICY CENTER - THE ADEA POLICY CENTER WILL CONDUCT EDUCATIONAL POLICY RESEARCH AND STUDIES IN AREAS RELEVANT TO THE NEEDS OF DENTAL EDUCATION OVER THE NEXT 5 TO 10 YEARS. IT IS COMPRISED OF FOUR PORTFOLIOS:- EDUCATIONAL RESEARCH AND ANALYSIS - CONSISTS OF THE STUDY OF, DATA ANALYSIS AND RECOMMENDATIONS FOR EDUCATIONAL POLICY RELEVANT FOR DENTAL EDUCATION INSTITUTIONS.-ADVOCACY AND GOVERNMENT RELATIONS - FOCUSES ON THE HALLS OF CONGRESS AND THE FEDERAL GOVERNMENT ON ISSUES THAT AFFECT SPECIAL DENTAL EDUCATION AND ORAL HEALTH AND WELL-BEING OF THE NATION.-ACCESS, DIVERSITY AND INCLUSION - FOCUSES ON EDUCATIONAL ACCESS AND HEALTH CARE ADVOCACY FOR DIVERSE AND UNDERSERVED COMMUNITIES, AND ACCESS, DIVERSITY INCLUSION GOALS THAT ARE COMPATIBLE TO THE BROAD INSTITUTIONAL MISSION. -INSTITUTIONAL CAPACITY BUILDING - FOCUSES ON EFFORTS TO SUPPORT AND STRENGTHEN DENTAL EDUCATIONAL PROGRAMS AT ALL LEVELS: ALLIED, PREDOCTORAL AND ADVANCED DENTAL EDUCATION. 2337713 1000 2422745 COMMUNICATIONS AND MEMBERSHIP 2337713 1000 2422745 22125682 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 68 0 1 76 1 1 1 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROB MORAN 2022897201 655 K STREET NW SUITE 800 WASHINGTON DC 20001 HUW F THOMAS BDS MS PHD CHAIR OF THE BOARD 2.00 0.00 X X 0 0 0 CECILE A FELDMAN DMD MBA CHAIR-ELECT OF THE BOARD 2.00 0.00 X X 0 0 0 LILY T GARCIA DDS MS FACP IMMEDIATE PAST CHAIR OF THE BOARD 2.00 0.00 X X 0 0 0 DAVID M SHAFER DMD DIRECTOR 2.00 0.00 X 0 0 0 JOAN E KOWOLIK BDS LDS RCS EDI DIRECTOR 2.00 0.00 X 0 0 0 KIM T ISRINGHAUSEN BSDH RDH M DIRECTOR 2.00 0.00 X 0 0 0 R LAMONT MACNEIL DDS MDS DIRECTOR 2.00 0.00 X 0 0 0 MS ERICA E JASA RDH DIRECTOR 2.00 0.00 X 0 0 0 VALERIE A MURRAH DMD MS DIRECTOR 2.00 0.00 X 0 0 0 HAROLD S BUDDY AUTEN DIRECTOR 2.00 0.00 X 0 0 0 RICHARD VALACHOVIC PRESIDENT AND CEO 35.00 1.00 X X 620736 0 37600 ROBERT MORAN EXECUTIVE VP AND COO 35.00 0.00 X 203164 0 5012 ABIGAIL GORMAN SECRETARY AND TREASURER 32.00 3.00 X 183072 16545 34107 ELLEN BARCLAY SENIOR VP, PROFESSIONAL DEVELOPMENT & MEETINGS 35.00 0.00 X 166952 0 23560 EUGENE ANDERSON CHIEF POLICY OFFICER & MANAGING VP 35.00 0.00 X 244335 0 33256 RUSSELL CAPPS SENIOR VP, FO 35.00 0.00 X 171768 0 16525 CAROLYN BOOKER SENIOR VP, EDUCATIONAL PATHWAYS 35.00 0.00 X 157924 0 14458 RONALD RUPP SENIOR VP, EXT RELATIONS & INSTITUTIONAL ADVMT 31.00 4.00 X 179561 25178 32217 BRYAN COOK SENIOR VP, ICB 35.00 0.00 X 157448 0 12552 YVONNE KNIGHT SVP ADVOCACY & GOVT RELATIONS 35.00 0.00 X 155560 0 20063 KIM D'ABREU SENIOR VP, ACCESS, DIVERSITY & INCLUSION 35.00 0.00 X 148960 0 23499 JEANNE SINKFORD SENIOR SCHOLAR IN RESIDENCE 35.00 0.00 X 145351 0 684 2534831 41723 253533 21 0 1 0 LIAISON INTERNATIONAL 311 ARSENAL STREET WATERTOWN MA 02472 DATA/DEVELOPMENTAL PROCESSING 4859389 RAFFA 1899 L STREET NW STE 900 WASHINGTON DC 20036 ACCOUNTING/HUMAN RESOURCES/CONSULTING 673636 RAND CONSTRUCTION CORPORATION 515 M STREET SE SUITE 102 WASHINGTON DC 20003 LEASEHOLD IMPROVEMENTS 437180 FREEMAN AUDIO VISUAL SOLUTIONS PO BOX 650519 DALLAS TX 75265 AUDIOVISUAL SERVICES 325223 ACADEMY OF ACADEMIC LEADERSHIP 3565 PIEDMONT RD NE ATLANTA GA 30305 CONSULTING 309759 11 1241720 1241720 APPLICATION FEES 900099 18019173 18019173 MEMBERSHIP DUES 900099 2176073 2176073 MEETINGS 900099 1792503 1792503 PUBLICATIONS 541800 601787 246672 355115 22589536 312218 312218 511000 506532 15921 4468 -15921 -11453 -11453 MISCELLANEOUS REVENUE 900099 75361 75361 75361 24207382 22234421 355115 376126 1148694 1148694 216670 216670 1904267 1335735 530008 38524 4953690 3431333 1422126 100231 434704 316105 118599 394301 301739 74163 18399 432879 331852 93706 7321 115280 43268 72012 24600 24600 66733 66733 2115543 829112 1124631 161800 210538 206714 3824 1024706 802306 222367 33 5575941 5380447 195494 1213118 2582 1210536 1254258 949718 300085 4455 2425445 2327237 98208 325878 100420 225458 84949 84949 TEMPORARY HELP 384310 299992 84318 DUES AND SUBSCRIPTIONS 249137 148424 100713 HONORARIA 178900 178900 RECRUITMENT AND RETENTI 67730 13758 53972 132175 3760676 -3736543 108042 24934446 22125682 2369959 438805 1272 1272 6966176 4654590 1065010 607090 1036661 170812 1815251 1931693 3140567 735178 275505 2405389 12316490 15938320 134676 180684 23611041 25889850 2633046 2847890 171500 91500 7069872 7670367 153480 2518737 10027898 13128494 X 12742211 11971276 840932 790080 13583143 12761356 23611041 25889850 -727064 -94723 0 X X 0 1 X 1 0 X 1250877 2061957 1700529 1227004 1241720 7482087 17174835 18842889 20193010 21198869 22234021 99643624 18425712 20904846 21893539 22425873 23475741 107125711 0 0 0 107125711 188960 238561 265493 264843 312218 1270075 188960 238561 265493 264843 312218 1270075 21467 16207 9835 2510 75361 125380 18636139 21159614 22168867 22693226 23863320 108521166 0.98710 0.98860 0.01170 0.01080 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON - 2010 AMOUNT: $ 21,467. 2011 AMOUNT: $ 16,207. 2012 AMOUNT: $ 9,835. 2013 AMOUNT: $ 2,510. 2014 AMOUNT: $ 75,361. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32 352759 352791 24167105 24519896 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 415021 210483 195962 352791 1174257 250000 250000 250000 250000 1000000 1500000 7863 836 9049 32 17780 2281306 2281306 859261 735178 124083 2405389 DEFERRED RENT 854311 DEFERRED CONSTRUCTION ALLOWANCE 1533187 DEFERRED COMPENSATION 131239 2518737 0 WILLIAM J GIES FOUNDATION 655 K STREET NW SUITE 800 WASHINGTON DC 20001 136143845 501(C)(3) 1016000 DEBT AMOUNTING TO $1M WAS WRITTEN OFF AS DONATION; $16K GIES GALA CONTRIBUTI UNIVERSITY OF IOWA 209 SOUTH QUAD IOWA CITY IA 52242 426004813 115 25000 ADEA BOARD CHAIRMAN ANNUAL SUPPORT INSTITUTE FOR THE ADVANCEMENT OF MULTICULTURAL & MINORITY MEDICINE 1218 16TH STREET NW WASHINGTON DC 20036 331052248 501(C)(3) 10000 3RD ANNUAL MLK, JR. HEALTH SUMMIT CONGRESSIONAL BLACK CAUCUS FOUNDATION 1720 MASSACHUSETTS AVE NW WASHINGTON DC 20036 521160561 501(C)(3) 7500 PHOENIX AWARDS DINNER AMERICAN STUDENT DENTAL ASSOCIATION 211 EAST CHICAGO AVENUE SUITE 700 CHICAGO IL 60611 237136741 501(C)(6) 6000 2015 ASDA HILL DAY ACADEMY FOR ACADEMIC LEADERSHP 3565 PIEDMONT RD NE BUILDING ONE STE 430 ATLANTA GA 30305 FOR PROFIT 20260 ADEA/AAL FACULTY OF COLOR TUITION SCHOLARSHIPS UNIVERSITY OF LOUISVILLE SCHOOL OF DENTISTRY MEDICINE 501 S PRESTON ST ROOM 021 L LOUISVILLE KY 40292 611155330 501(C)(3) 15000 ADEA/AADR/COLGATE-PALMOLIVE CO./DR.DOMINICK P. DEPAOLA SCHOLAR IN THE ADEA L 5 2 DPDM LEADERSHIP INSTITUTE 2 40000 ADI SMDEP PROGRAM 67 29500 DPDM JOHNSON & JOHNSON HEALTHCARE PRODUCTS PREVENTIVE DENTISTRY SCHOLARSHIP 11 27500 ADEA/SUNSTAR AMERICAS JACK BRESCH STUDENT LEADERSHIP INTERNSHIP 2 22500 ADI PATHWAYS TO LEADERSHIP IN ACADEMIC DENTAL INSTITUTIONS 1 10000 ADI ENID NEIDLE SCHOLAR IN RESIDENCE 1 6000 DPDM FELLOWSHIP SUPPORT 3 5000 DPDM LEADERSHIP PROGRAM 1 5000 SCHEDULE I, PART I, LINE 2: GRANTEEES ARE REQUIRED TO OBTAIN APPROVAL FOR ACTIVITIES AND EXPENSES FROM ADEA'S STAFF LIAISON, PROVIDE EVIDENCE OF EXPENSES INCURRED OR REPORT TO ADEA'S STAFF LIAISON ON THEIR ACTIVITIES, AS REQUIRED BY THE TERMS OF THE INDIVIDUAL GRANT. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 RICHARD VALACHOVIC PRESIDENT AND CEO 620736 0 0 0 0 0 26000 0 12374 0 659110 0 0 0 ROBERT MORAN EXECUTIVE VP AND COO 142951 0 60213 0 0 0 0 0 5528 0 208692 0 0 0 ABIGAIL GORMAN SECRETARY AND TREASURER 183072 16545 0 0 0 0 19185 1734 12566 1396 214823 19675 0 0 ELLEN BARCLAY SENIOR VP, PROFESSIONAL DEVELOPMENT 166548 0 404 0 0 0 17302 0 7032 0 191286 0 0 0 EUGENE ANDERSON CHIEF POLICY OFFICER & MANAGING VP 220959 0 23376 0 0 0 25049 0 8981 0 278365 0 0 0 RUSSELL CAPPS SENIOR VP, FO 171361 0 407 0 0 0 4925 0 12374 0 189067 0 0 0 CAROLYN BOOKER SENIOR VP, EDUCATIONAL PATHWAYS 157924 0 0 0 0 0 8200 0 7032 0 173156 0 0 0 RONALD RUPP SENIOR VP, EXT RELATIONS & INSTITUTI 160596 22518 4056 569 14909 2091 18082 2535 10889 1485 208532 29198 0 0 BRYAN COOK SENIOR VP, ICB 149541 0 7907 0 0 0 12552 0 774 0 170774 0 0 0 YVONNE KNIGHT SVP ADVOCACY & GOVT RELATIONS 150153 0 5407 0 0 0 15846 0 4991 0 176397 0 0 0 KIM D'ABREU SENIOR VP, ACCESS, DIVERSITY & INCLU 143556 0 5404 0 0 0 15250 0 9023 0 173233 0 0 0 PART I, LINE 1B RICHARD W. VALACHOVIC, DMD, PRESIDENT AND CEO, RECEIVES GROSS UP PAYMENTS FOR HIS YEAR-END BONUS. PART I, LINE 7 DURING THE YEAR, THE ASSOCIATION PAID BONUSES AS DETERMINED BY THE BOARD OF DIRECTORS BASED ON PRODUCTIVITY FACTORS. FORM 990, PART VI, SECTION A, LINE 6 THE HOUSE OF DELEGATES HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE HOUSE OF DELEGATES HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BODY'S DECISIONS ARE SUBJECT TO APPROVAL BY ALL MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FEDERAL FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND THE FINANCE COMMITTEE FOR THEIR REVIEW AND COMMENTS. ALL COMMENTS ARE ADDRESSED BEFORE THE FINAL COPY OF THE FEDERAL FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ADEA EMPLOYEES, OFFICERS, DIRECTORS AND TRUSTEES ARE REQUIRED TO ANNUALLY DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST; INCLUDING THOSE WITH VENDORS. ANY CONFLICTS THAT COME TO THE ATTENTION OF THE BOARD OF DIRECTORS ARE DISCLOSED AND RESOLVED ACCORDING TO ADEA'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, AN INDEPENDENT COMPENSATION CONSULTANT PROVIDES BENCHMARK STUDIES AND PRODUCES A REBUTTABLE PRESUMPTION OF REASONABLENESS TO ASSIST THE BOARD OF DIRECTORS IN DETERMINING THE SALARY OF THE PRESIDENT AND CEO. THIS DATA IS USED TO ILLUSTRATE THAT THE PROPOSED COMPENSATION IS COMPARABLE TO COMPENSATION OF OTHER CHIEF EXECUTIVES IN SIMILARLY SITUATED ORGANIZATIONS. THESE DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD OF DIRECTORS MEETINGS. FOR KEY EMPLOYEES, A SIMILAR STUDY IS PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT APPROXIMATELY ONCE EVERY 2-3 YEARS, WITH OCTOBER 2015 BEING THE LAST TIME THIS STUDY WAS CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 ADEA MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND POLICIES AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. THE WILLIAM J GIES FOUNDATION FOR THE ADVANCEMENT OF THE ADEA 655 K STREET NW SUITE 800 WASHINGTON DC 20001 DENTAL EDUCATION, LEADERSHIP AND RECOGNITION NY 501(C)(3) LINE 7 AMERICAN DENTAL EDUCATION ASSOCIATION 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 THE WILLIAM J GIES FOUNDATION B 1016000 COST THE WILLIAM J GIES FOUNDATION L 505916 COST THE WILLIAM J GIES FOUNDATION O 84569 COST THE WILLIAM J GIES FOUNDATION P 459790 COST