2013-05-14T23:27:54-05:00 2012-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2011-07-01 362372371 AMERICAN DENTAL HYGIENISTS' ASSOCIATION AMER 3124408900 444 NORTH MICHIGAN AVE NO 3400 CHICAGO IL 60611 ANN BATTRELL 3124408900 2013-05-13 1 KIMBERLY A HAUMANN P00546491 3122071040 2013-05-13 2011 2016-02-24 21:20:13Z ANN BATTRELL 444 NORTH MICHIGAN AVE NO 3400 CHICAGO IL 60611 8051861 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 41 50 333934 51200 0 0 6346344 6168690 28166 27786 349139 351220 6723649 6547696 57003 63700 0 0 2799175 3081348 0 0 0 3499485 3593470 6355663 6738518 367986 -190822 6218362 5808357 3377992 3168083 2840370 2640274 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 0 1 66 0 1 41 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 PAMELA QUINONES RDH BS 10.00 X X 38279 0 0 DENISE BOWERS RDH MSED 10.00 X X 4900 0 0 LOUANN M GOODNOUGH RDH BSDH 10.00 X X 4175 0 0 CARYN SOLIE RDH 10.00 X X 28225 0 0 SUSAN SAVAGE RDH BSDH 10.00 X X 12075 0 0 ANN BATTRELL RDH MSDH 55.00 X X 247677 0 22276 JOAN KENNEY FITZGERALD RDH 10.00 X 2100 0 0 SHERRI MYERS RDH MS 10.00 X 3000 0 0 KIMBERLY HICKMAN-BOWEN RDH BSDH MA 10.00 X 2100 0 0 NORINE RYAN DOWD RDH BHSC 10.00 X 4140 0 0 BETH NICELY RDH 10.00 X 2197 0 0 VICTORIA E RICHARDS RDH BS 10.00 X 5150 0 0 SUZANNE R LUKEN 10.00 X 1650 0 0 CAROLE E DANIELSON RDH MPH 10.00 X 5150 0 0 SANDRA TESCH RDH MSHP 10.00 X 4700 0 0 TONETTE HOLLINGSWORTH RDH 10.00 X 3886 0 0 SHARON ZASTROW RDH 10.00 X 4500 0 0 KELLIE SWANSON-JAECKS RDH BSHD MA 10.00 X 4700 0 0 ISAAC CARPENTER 55.00 X 219421 0 23458 KAREN CASPERS 55.00 X 122832 0 19218 MADDIE HILPERT 55.00 X 105317 0 17134 826174 0 82086 4 0 1 0 0 MEMBERSHIP DUES 900099 3893324 3893324 SPONSORSHIPS 900099 830013 830013 PUBLICATIONS 900004 795212 461278 333934 PROGRAM EXHIBITS 900099 318663 318663 ANNUAL SESSION 900099 266326 266326 65152 65152 6168690 32436 32436 326012 326012 1499515 1504165 -4650 -4650 -4650 MISCELLANEOUS 900099 17732 17732 CATALOG ORDERS 900099 4491 4491 MAILING LIST REVENUE 900099 2985 2985 25208 6547696 5012219 333934 1201543 63700 643759 1872087 393412 172090 37226 27000 407836 417664 508081 357007 627128 454327 98076 79419 FUND EXPENSES 285491 BANK CHARGES 127269 RECRUITMENT 2863 CONTINGENCY 2178 161905 6738518 1625401 1005494 258134 475609 51328 93194 1516371 1083954 497017 432417 3658141 3656315 128341 145328 6218362 5808357 687775 565525 1994079 1907041 528639 508067 167499 187450 3377992 3168083 X 2471212 2404607 369158 235667 2840370 2640274 6218362 5808357 X -190822 -9274 X 0 1 1 X 0 0 0 1 3893324 82560 -5194 77366 82560 -5194 300500 46063 254437 1215871 1037891 177980 432417 DUE TO STATE AND LOCAL ORGS 187450 187450 6547696 6738518 -190822 -9274 -9274 -200096 6538422 -9274 -9274 6547696 0 6547696 6738518 0 6738518 0 6738518 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATION'S APPLICATION OF GAAPUSA REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE ASSOCIATION HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF ITS NOT-FOR-PROFIT TAX STATUS. THE ASSOCIATION WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR PERIODS BEFORE 2009. 1 AWARDS PRGM/LUNCHEON-GRANTS 5 12500 FONES AWARD 1 1000 MASTER CLINICIAN-AWARDS 1 5000 FUTURE LEADER AWARD-GRANTS 1 1000 CLINICAL DH-GRANTS 1 2000 IRENE AWARD-GRANTS 1 1000 STUDENT PRESENTATIO/AWARDS-AWARDS 22 11200 SADHA COMMUNITY SERVICE AWARD-GRANTS 1 3000 DH EDUCATOR OF THE YEAR AWARD-GRANTS 1 1000 LEGIS FUNDING-GRANTS 8 24000 SIGMA PHI ALPHA 2 2000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: MONITORED BY BOARD, COMMITTEES, AND COUNCIL. X X X X 0 0 0 ANN BATTRELL RDH MSDH 228677 0 19000 0 0 0 8386 0 13890 0 269953 0 0 0 ISAAC CARPENTER 181421 0 38000 0 0 0 8923 0 14535 0 242879 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -9,274. 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 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0