2013-07-22T16:43:24-05:00 2012-12-31 362886485 DUGAN & LOPATKA CPA'S PC 104 E ROOSEVELT ROAD SUITE 102 WHEATON IL 601875267 990 2012-01-01 363763801 THE AMERICAN ACADEMY OF PERIODONTOLOGY FOUNDATION AMER 3125733256 737 N MICHIGAN AVE CHICAGO IL 60611 ROBERT VITAS 3125733256 2013-07-15 1 KAREN OLSON P00085441 6306654440 2012 2016-02-24 21:20:13Z ROBERT VITAS 737 N MICHIGAN AVE CHICAGO IL 60611 2680851 0 X WWW.PERIOFOUNDATION.ORG X 1990 IL TO 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. 16 16 0 100 0 0 970281 469001 0 0 477503 198930 -13058 -24005 1434726 643926 389215 322823 0 0 273842 301354 0 0 352029 454959 402794 1118016 1026971 316710 -383045 9828283 10332347 144576 178005 9683707 10154342 X TO 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. 0 0 335862 266000 TARRSON FELLOWSHIPS, CHASENS FELLOWSHIPS, LAZZARA FELLOWSHIPS AND EDUCATION ACTION - TO RECRUIT, RETAIN AND ENABLE EDUCATORS TO PURSUE THEIR ACADEMIC CAREERS 80887 56823 FINLEY, KRAMER, NEVINS, ROBINSON, COHEN AND INSTITUTE FOR TEACHING & LEARNING - TO ENCOURAGE EDUCATION AND RESEARCH IN PERIODONTOLOGY AND TO PROVIDE PROGRAMS WITH THE ABILITY TO BRING IN SPECIALISTS ON PERIODONTOLOGY AND TO RECOGNIZE AND SUPPORT OUTSTANDING STUDENTS AND SCHOLARS 45425 ABP - SUPPORT THE CERTIFICATION PROCESS WITHIN THE PROFESSION 462174 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 IL X X ROBERT VITAS 3125733256 737 N MICHIGAN AVENUE CHICAGO IL 60611 WILLIAM GIANNOBILE 10.00 X X 0 0 0 RONALD TARRSON 5.00 X X 0 0 0 JOHN KOBS 5.00 X X 0 0 0 BRYAN FRANTZ 5.00 X X 0 0 0 DONALD CLEM 2.00 X 0 0 0 ALICE DEFOREST 2.00 X 0 0 0 MARIA GEISINGER 2.00 X 0 0 0 VANCHIT JOHN 2.00 X 0 0 0 PAMELA MCCLAIN 2.00 X 0 0 0 NANCY NEWHOUSE 2.00 X 0 0 0 MICHAEL NEWMAN 2.00 X 0 0 0 FOTINOS PANAGAKOS 2.00 X 0 0 0 TERRY REES 2.00 X 0 0 0 TIMOTHY ROSE 2.00 X 0 0 0 VINCENT IACONO 2.00 X 0 0 0 MYRON NEVINS 2.00 X 0 0 0 ROBERT VITAS 35.00 X 0 118819 29735 0 118819 29735 0 0 0 0 0 469001 63703 469001 352649 352649 1826241 1979960 -153719 -153719 -153719 32960 56965 -24005 -24005 643926 0 0 174925 15323 15323 307500 307500 148554 49517 49517 49520 120077 41619 24896 53562 9086 3150 1881 4055 9151 2760 1309 5082 14486 4925 3911 5650 45425 10447 34978 10077 2318 7759 50996 11729 39267 40994 9429 31565 27922 6422 21500 66907 1985 16279 48643 24094 24094 67513 31056 8102 28355 26719 2699 8727 15293 ANNUITY PAYMENTS 20642 20642 MISCELLANEOUS 12705 12705 ANNUAL REPORT 4800 4800 RECOGNITION 4000 1640 360 2000 1026971 462174 212768 352029 252053 73489 383243 389072 779464 690088 8374707 9141882 1000 37816 37816 9828283 10332347 23316 345 121260 177660 144576 178005 X 2765659 2794216 3773850 4203667 3144198 3156459 9683707 10154342 9828283 10332347 -383045 853680 0 X X 0 1 X 1 0 X 897242 792981 398445 970281 469001 3527950 897242 792981 398445 970281 469001 3527950 472381 3055569 442813 291374 256178 515119 352649 1858133 4892 2650 7542 5393625 164685 0.56650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3606561 12261 760429 88000 300000 6492 3984759 3965211 12057 -41275 26000 300000 3432 3606561 3823227 35056 717695 10000 600000 767 3965211 3077548 22848 1556827 833996 3823227 6509892 401988 -210033 21666 3602633 3077548 0.79000 0.21000 0 0 0 GIFT ANNUITY OBLIGATION 48717 DUE TO RELATED PARTY 128943 177660 X 1554571 853680 56965 910645 643926 0 643926 1083936 56965 56965 1026971 0 1026971 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009. 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 56,965. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 56,965. SILENT AUCTION 32960 32960 53430 3535 32960 32960 53430 3535 56965 -24005 1 ACADEMY OF ACADEMIC LEADERSHIP 1870 THE EXCHANGE SUITE 100 ATLANTA GA 30339 582000628 15323 TO FUND SCHOLARSHIPS FOR PERIODONTISTS ATTENDING AAL INSTITUTE FOR TEACHING AND LEARNING. THESE PERIODONTISTS RECEIVE TRAINING TO RETURN TO PART-TIME AND FULL-TIME TEACHING. 1 AAP EDUCATOR AND TEACHING SCHOLARSHIPS 4 150000 LAZZARA FELLOWSHIP 1 50000 CHASENS FELLOWSHIP 2 30000 FINLEY AWARD 1 1500 TARRSON SCHOLARSHIP 1 36000 NEVINS FELLOWSHIP 1 20000 KRAMER SCHOLARSHIP 1 10000 COHEN TEACHING AWARD 1 10000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS FUNDED FOR THE ITL ARE DETERMINED BY A COMMITTEE OF AAL 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. X 1 10273 FAIR MARKET VALUE X AUCTION ITEMS 81 53430 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 OFFICERS AND BOARD CHAIRMAN REVIEW FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C COPIES OF FORM ARE DISTRIBUTED AND CHAIR REMINDS BOARD MEMBERS PRIOR TO EVERY MEETING FORM 990, PART VI, SECTION B, LINE 15A ANALYSIS 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 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF AUDIT. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PREVIOUS YEARS. THE AMERICAN ACADEMY OF PERIODONTOLOGY 737 N MICHIGAN AVENUE CHICAGO IL 60611 363541073 PRESENT CURRENT RESEARCH IL 501(C)6 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AMERICAN ACADEMY OF PERIODONTOLOGY P 392642 FAIR MARKET VALUE AMERICAN ACADEMY OF PERIODONTOLOGY C 1000 FAIR MARKET VALUE