2012-05-15T10:37:57-05:00 2011-06-30 BLACKMAN KALLICK LLP 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2010-07-01 362372371 AMERICAN DENTAL HYGIENISTS' ASSOCIATION AMER 3124408900 444 NORTH MICHIGAN AVE NO 3400 CHICAGO IL 60611 ANN BATTRELL 3124408900 2012-05-15 1 KIMBERLY HAUMANN 3122071040 2012-05-15 2010 2016-02-24 21:20:13Z ANN BATTRELL 444 NORTH MICHIGAN AVE NO 3400 CHICAGO IL 60611 6724671 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 0 50 498087 0 0 0 5672943 6346344 34587 28166 617272 349139 6324802 6723649 67085 57003 0 0 2724427 2799175 0 0 0 3250608 3499485 6042120 6355663 282682 367986 5940270 6218362 3549089 3377992 2391181 2840370 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 1 0 0 1 1 0 0 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 75 0 1 0 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 X ISAAC CARPENTER 3124408935 444 N MICHIGAN AVENUE CHICAGO IL 60611 CARYN SOLIE RDH 10.00 X X 38500 0 0 LYNN RAMER LDH 10.00 X X 28675 0 0 PAMELA QUINONES RDH BS 10.00 X X 12075 0 0 ESPERANZA GARZA RDH BS 10.00 X X 3500 0 0 ANN BATTRELL RDH MSDH 55.00 X X 226001 0 25200 SUSAN SAVAGE RDH BSDH 10.00 X X 3750 0 0 DENISE BOWERS RDH MSED 10.00 X 4950 0 0 DIANE S PETERSON RDH MED 10.00 X 4574 0 0 JILL GRASSMICK RDH 10.00 X 4650 0 0 MEGAN BRIGHTBILL RDH BS 10.00 X 1700 0 0 TONETTE HOLINGSWORTH RDH 10.00 X 1484 0 0 LOUANN M GOODNOUGH RDH BSDH 10.00 X 4750 0 0 SANDRA L TESCH RDH MSHP 10.00 X 4100 0 0 KELLIE SWANSON-JAECKS RDH BSHD MA 10.00 X 3000 0 0 NORINE RYAN DOWD RDH BHSC 10.00 X 4200 0 0 VICTORIA E RICHARDS RDH BS 10.00 X 4400 0 0 CAROLE E DANIELSON RDH MPH 10.00 X 4750 0 0 SHARON ZASTROW RDH 10.00 X 4200 0 0 ISAAC CARPENTER 55.00 X 185425 0 23500 KAREN CASPERS 55.00 X 120017 0 20500 MADDIE HILPERT 55.00 X 100450 0 18500 765151 0 87700 4 0 1 0 0 MEMBERSHIP DUES 900099 3779125 3779125 SPONSORSHIPS 900099 1058793 1058793 PUBLICATIONS 900004 887718 389631 498087 ANNUAL SESSION 900099 324053 324053 PROGRAM EXHIBITS 900099 257100 257100 39555 39555 6346344 29188 29188 327416 327416 1022 -1022 -1022 -1022 MISCELLANEOUS 900099 12676 12676 CATALOG ORDERS 900099 8007 8007 MAILING LIST REVENUE 900099 1040 1040 21723 6723649 4798511 498087 1427051 57003 743126 1566371 345029 144649 17281 27000 428014 486695 539165 400682 559141 301978 61098 68466 FUND EXPENSES 266419 BANK CHARGES 178664 MISCELLANEOUS 130817 RECRUITMENT 24694 CONTINGENCY 9371 6355663 1797539 1625401 263533 258134 76482 51328 1482894 985877 171141 497017 3568160 3658141 63415 128341 5940270 6218362 479396 88588 2042586 1994079 1027107 1295325 3549089 3377992 X 2110023 2471212 281158 369158 2391181 2840370 5940270 6218362 X 367986 81203 X 0 1 1 X 0 0 0 0 3779125 78925 -1244 77681 82875 -5194 300500 19741 280759 1182394 966136 216258 497017 MUTUAL FUNDS 355008 F CORPORATE STOCKS & BONDS 3303133 F 3658141 DUE TO STATE AND LOCAL ORGS 167499 ACCRUED EXPENSES 1127826 1295325 6723649 6355663 367986 81203 81203 449189 6804852 81203 81203 6723649 0 6723649 6355663 0 6355663 0 6355663 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 2008. 1 AWARDS PRGM/LUNCHEON-GRANTS 2 7684 FONES AWARD 1 1000 MASTER CLINICIAN-AWARDS 1 5000 FUTURE LEADER AWARD-GRANTS 1 1000 CLINICAL DH-GRANTS 2 4000 IRENE AWARD-GRANTS 1 1000 STUDENT PRESENTATIO/AWARDS-AWARDS 19 6752 SADHA COMMUNITY SERVICE AWARD-GRANTS 1 3000 DH EDUCATOR OF THE YEAR AWARD-GRANTS 1 1567 LEGIS FUNDING-GRANTS 7 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 0 0 0 ANN BATTRELL RDH MSDH 226001 0 0 0 0 0 0 10526 0 14674 226001 25200 0 0 ISAAC CARPENTER 185425 0 0 0 0 0 9450 0 14050 0 208925 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 IN MAY 2011 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 GAINS ON INVESTMENTS: 81,203. 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)3 501(A)(3) (SUPPORT) 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AMERICAN DENTAL HYGIENIST ASSOCIATION INSTITUTE FOR ORAL HEALTH D 124677 FMV