2014-05-14T11:47:20-05:00 2013-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2012-07-01 362372371 AMERICAN DENTAL HYGIENISTS' ASSOCIATION AMER 3124408900 444 NORTH MICHIGAN AVE NO 3400 CHICAGO IL 60611 ANN BATTRELL 3124408900 2014-05-13 1 KIMBERLY A HAUMANN P00546491 3122071040 2014-05-13 2012 2015-11-30 17:44:51Z ANN BATTRELL 444 NORTH MICHIGAN AVE NO 3400 CHICAGO IL 60611 8858107 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 12 48 50 326382 -30121 0 0 6168690 7416200 27786 1758 351220 328670 6547696 7746628 63700 58996 0 0 3081348 3149187 0 0 0 3593470 4407983 6738518 7616166 -190822 130462 5808357 6460648 3168083 3625736 2640274 2834912 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 76 0 1 48 1 1 1 0 0 0 1 1 0 X 17 12 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL X ISAAC CARPENTER 3124408935 444 N MICHIGAN AVENUE CHICAGO IL 60611 SUSAN SAVAGE 10.00 2.00 X X 33334 0 0 DENISE BOWERS 10.00 2.00 X X 41404 0 0 KELLI SWANSON JAECKS 10.00 2.00 X X 13329 0 0 LOUANN GOODNOUGH 10.00 2.00 X X 4332 0 0 PAMELA QUINONES 10.00 10.00 X X 2334 0 0 ANN BATTRELL 50.00 5.00 X X 267255 0 23152 JOAN KENNEY FITZGERALD 10.00 0.00 X 4454 0 0 JACLYN GLEBER 10.00 0.00 X 4454 0 0 KIMBERLY HICKMAN-BOWEN 10.00 0.00 X 2804 0 0 BETTY A KABEL 10.00 0.00 X 4904 0 0 BETH D NICELY 10.00 0.00 X 5554 0 0 DONELLA MILLER 10.00 0.00 X 4300 0 0 SUZANNE R LUKEN 10.00 0.00 X 2084 0 0 JANETTE DELINGER 10.00 0.00 X 4504 0 0 SANDY L TESCH 10.00 0.00 X 4734 0 0 JACKIE ALEXANDER 10.00 0.00 X 4654 0 0 SHARON ZASTROW 10.00 0.00 X 2354 0 0 LANCETTE VANGUILDER 10.00 0.00 X 6271 0 0 ISAAC CARPENTER 50.00 5.00 X 185595 0 21845 KAREN CASPERS 55.00 0.00 X 129355 0 17591 MADDIE HILPERT 50.00 5.00 X 109896 0 10639 837905 0 73227 4 0 1 0 0 MEMBERSHIP DUES 900099 3949839 3949839 SPONSORSHIPS 900099 1665466 1665466 PUBLICATIONS 900004 690863 364481 326382 ANNUAL SESSION 900099 626469 626469 PROGRAM EXHIBITS 900099 412602 412602 70961 70961 7416200 13237 13237 268973 268973 1100000 1111479 -11479 -11479 -11479 MISCELLANEOUS 900099 36233 36233 CATALOG ORDERS 900099 23464 23464 59697 7746628 5447816 326382 1972430 58996 590246 2082705 321593 154643 35774 27000 450120 485315 712888 344967 915192 653192 101454 80807 FUND EXPENSES 210509 BANK CHARGES 152681 CONTINGENCY 19816 RECRUITMENT 12199 206069 7616166 1005494 1717513 475609 547023 93194 31694 1648348 1185407 432417 462941 3656315 3700374 145328 1103 5808357 6460648 565525 1042612 1907041 1832069 508067 481485 187450 269570 3168083 3625736 X 2404607 2500754 235667 334158 2640274 2834912 5808357 6460648 130462 64176 0 X 0 1 X 1 0 0 0 1 3949839 80111 80111 84150 -4039 306310 72965 233345 1342038 1112442 229596 462941 DUE TO STATE AND LOCAL ORGS 171256 DUE TO ADHA INSTITUTE 98314 269570 X 7810804 64176 64176 7746628 0 7746628 7616166 0 7616166 0 7616166 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013 AND 2012, 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 2010. 1 LEGISLATIVE GRANTS 11 25000 COLGATE COMMUNITY OUTREACH 1 2000 CREST CLINICAL DH 1 2000 EDUCATOR OF YEAR 1 1000 ESTER WILKINS FUTURE LEADER 1 1000 FONES AWARD 1 1000 HU-FRIEDY MASTER CLINICIAN 1 5000 IRENE NEWMAN 1 1000 AWARDS FOR EXCELLENCE 3 7500 STUDENT MEMBER COMMUNITY SERVICE 1 3000 SIGMA PHIL ALPHA 2 2500 STUDENT TABLE CLINIC 20 7996 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 248255 0 19000 0 0 0 11909 0 11243 0 290407 0 0 0 ISAAC CARPENTER 185595 0 0 0 0 0 9506 0 12339 0 207440 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 11 THE COMPLETED FORM 990 INCLUDING ALL SCHEDULES WAS DISTRIBUTED THE ADHA EXECUTIVE COMMITTEE FOR CONSIDERATION PRIOR TO A SCHEDULED COMMITTEE CONFERENCE CALL. A CONFERENCE CALL WAS HELD WITH A REPRESENTATIVE FROM OUR INDEPENDENT ACCOUNTING FIRM, ADHA'S CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR OF ADHA. QUESTIONS WERE ASKED AND ANSWERED. A FULL COPY OF THE RETURN WAS PROVIDED TO THE COMPLETE BOARD OF DIRECTORS 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 EXECUTIVE DIRECTOR'S PERFORMANCE. AFTER ALL THE INPUT OF MEMBERS OF THE COMMITTEE IS COMPLETED, THE EXECUTIVE COMMITTEE DISCUSSES THE EVALUATION WITH THE EXECUTIVE DIRECTOR AND PERFORMANCE OBJECTIVES FOR THE COMING YEAR ARE ESTABLISHED. THE RESULTS OF THE PROCESS ARE SHARED WITH THE ENTIRE BOARD OF TRUSTEES AT THE FALL BOARD MEETING. UPON COMPLETION OF THE EVALUATION PROCESS, THE COMPENSATION COMMITTEE (PRESIDENT, IMMEDIATE PAST PRESIDENT AND TREASURER) MEET WITH THE EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR'S CONTRACT IS SIGNED BY THE PRESIDENT AND EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE DOCUMENTS ARE AVAILABLE UPON REQUEST. AMERICAN 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