2023-10-03T14:50:33-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-01-01 390716117 WISCONSIN DENTAL ASSOCIATION INC WISC 4142764520 6737 WEST WASHINGTON ST 2360 WEST ALLIS WI 53214 MARK PAGET EXECUTIVE DIRECTOR AND SECRETARY 4142764520 2023-10-03 1 MARK PAGET 999009999 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2023-10-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK PAGET 6737 WEST WASHINGTON ST 2360 WEST ALLIS WI 53214 2210186 0 X WWW.WDA.ORG X 1870 WI ADVANCE THE INTERESTS OF WDA MEMBERS AND THE DENTAL PROFESSION BY PROMOTING PROFESSIONAL EXCELLENCE AND QUALITY ORAL HEALTH CARE FOR THE PUBLIC. 14 14 18 108 62201 18855 440000 40000 1792686 1761092 179849 175567 242036 233527 2654571 2210186 500 600 0 0 1309743 1379874 0 0 0 1189729 1254479 2499972 2634953 154599 -424767 6006945 6627070 1319136 2867031 4687809 3760039 X ADVANCE THE INTERESTS OF WDA MEMBERS AND THE DENTAL PROFESSION BY PROMOTING PROFESSIONAL EXCELLENCE AND QUALITY ORAL HEALTH CARE FOR THE PUBLIC. 0 0 WDA AND ITS MEMBERS ARE COMMITTED TO PROMOTING PROFESSIONAL EXCELLENCE AND QUALITY ORAL HEALTH CARE. WDA SERVED MEMBERS BY PROVIDING PROGRAMS AND SERVICES THAT ITS MEMBERS AGREE PROVIDE THEM WITH REAL VALUE. WDA ADVOCATED FOR PUBLIC-POLICY ON ORAL HEALTH CARE. WDA IS THE ADVOCATE FOR QUALITY ORAL HEALTH CARE IN ALL PUBLIC POLICY ISSUES. WDA EDUCATED THE PUBLIC ON ORAL HEALTH AND DELIVERY OF CARE. WDA IS RECOGNIZED AS THE PUBLIC'S AUTHORITATIVE SOURCE OF ORAL HEALTH CARE INFORMATION. WDA EMPOWERED ITS MEMBERS AND STAFF FOR ORGANIZATIONAL AND MEMBER SUCCESS. WDA HAS DEVELOPED GOVERNANCE SYSTEMS AND BUSINESS PROCESSES TO EMPOWER ITS MEMBERS, STAFF AND PARTNERS FOR MAXIMUM ORGANIZATIONAL ACHIEVEMENT AND MEMBER EFFECTIVENESS IN ASSOCIATION INITIATIVES. THE WISCONSIN DENTAL ASSOCIATION HAS 3,000 MEMBER DENTISTS AND A NUMBER OF DENTAL HYGIENISTS. WITH JUST 3,100 LICENSED DENTISTS IN THE STATE, THE WDA IS CONSIDERED THE LEADING VOICE FOR DENTISTRY IN WISCONSIN. 0 1 1 1 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 23 0 18 1 1 1 0 0 0 1 1 0 0 0 X 14 14 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X ABBY SWETS 4147554102 6737 WEST WASHINGTON ST STE 2360 WEST ALLIS WI 53214 MR MARK PAGET EXECUTIVE DIRECTOR/SECRETARY 37.50 X 207957 0 70459 MS ABBY SWETS DIRECTOR OF FINANCE 37.50 X 105035 0 20016 MS BRENNA SADLER DIRECTOR OF MEMBERSHIP AND COMMUNICATIONS 37.50 X 105083 0 11251 DR CLIFFORD HARTMANN PRESIDENT 15.00 X 0 0 0 DR CHRIS HANSEN VICE PRESIDENT 15.00 X 0 0 0 DR JOHN R MOSER TREASURER 10.00 X 0 0 0 DR CHRISTOPHER JOHNSON PRESIDENT-ELECT 15.00 X 0 0 0 DR PAULA CRUM IMMEDIATE PAST PRESIDENT 15.00 X 0 0 0 DR MONICA HEBL SPEAKER OF THE HOUSE 4.00 X 0 0 0 DR RYAN DULDE EDITOR 9.00 X 0 0 0 DR ANDREW SMITH TRUSTEE 4.00 X 0 0 0 DR THOMAS REID TRUSTEE 4.00 X 0 0 0 DR TIMOTHY HARPER TRUSTEE 4.00 X 0 0 0 DR ANGELA LUECK TRUSTEE 4.00 X 0 0 0 DR ERIC CHILDS TRUSTEE 4.00 X 0 0 0 DR TAMIM SIFRI TRUSTEE 4.00 X 0 0 0 DR LAURA LUX TRUSTEE 4.00 X 0 0 0 DR RACHEL STEELE TRUSTEE 4.00 X 0 0 0 DR MARIA BARNES TRUSTEE 4.00 X 0 0 0 DR CHESKA AVERY-STAFFORD TRUSTEE 4.00 X 0 0 0 DR JON NELSON TRUSTEE 4.00 X 0 0 0 DR KELLY WEST TRUSTEE 4.00 X 0 0 0 DR JEREMY HOFFMAN TRUSTEE 4.00 X 0 0 0 MR DRAKE LINDHOLM TRUSTEE 4.00 X 0 0 0 418075 0 101726 3 0 1 0 0 40000 40000 MEMBERSHIP DUES 541900 1497018 1497018 CONTINUING EDUCATION 541900 39205 39205 WDA JOURNAL 541800 31525 9120 22405 ADMINISTRATIVE FEES 541900 21992 21992 171352 160087 11265 1761092 175142 175142 233527 62201 171326 425 0 425 425 425 2210186 1727422 62201 380563 600 403467 687700 45978 159138 83591 80619 22035 77008 270945 171812 130974 145226 182494 14092 60378 MAINTENANCE 43893 FUFILLMENT 17177 SUBSCRIPTIONS 11592 INCOME TAXES 4882 21352 2634953 184844 630667 991623 125151 23730 4144 496798 399743 58088 126614 372273 339332 36424 32941 2808363 2521583 1325153 1267372 81922 1518855 6006945 6627070 84809 41892 661673 757125 572654 2068014 1319136 2867031 X 4687809 3760039 4687809 3760039 6006945 6627070 X -424767 -445222 -57781 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68526 68526 68526 0 WI DENTAL POLITICAL ACTION 5325 WALL STREET SUITE 2000 MADISON WI 53718 396221695 66770 DIRECT GIVER PROGRAM 5325 WALL STREET SUITE 2000 MADISON WI 53718 391779429 1756 0 0 0 1497018 140840 140840 179642 -38802 PART I-A, LINE 1: MAINTAINED A POLITICAL ACTION COMMITTEE AND DIRECT GIVER PROGRAM. 23600 23600 0 348673 315732 32941 32941 1267372 C 1267372 ACCOUNTS RECEIVABLES - AFFILIATES 71155 INVESTMENTS HELD FOR DEFERRED COMPE 4373 RIGHT OF USE ASSET 1443327 1518855 DEFERRED COMPENSATION PAYABLE 4373 DUE TO AFFILIATES 31891 DUES COLLECTED FOR OTHER ASSOC'S 574226 RIGHT OF USE ASSET LIABILITY 1457524 2068014 X 1 1 X X X X X 0 0 0 MR MARK PAGET EXECUTIVE DIRECTOR/SECRETARY 206435 0 1522 0 0 0 14646 0 55813 0 278416 0 0 0 PART I, LINE 3 WDA USES AN OUTSIDE CONSULTANT WHO REVIEWS THE JOB DESCRIPTION AND COMPARABILITY DATA FOR SIMILAR POSITIONS AND REGIONS AND PROVIDES AN ACCEPTABLE PAY RANGE. THE EXECUTIVE COMMITTEE APPROVES THE EXECUTIVE DIRECTOR'S ANNUAL SALARY. FORM 990, PART VI, SECTION A, LINE 4 BOARD COMPOSITION HAS CHANGED FROM THREE TRUSTEES FROM EACH REGION AND ONE TRUSTEE FROM THE STUDENT REGION TO FOURTEEN TOTAL TRUSTEES, TWO FROM EACH REGION, ONE STUDENT TRUSTEE AND THREE AT LARGE TRUSTEES. LANGUAGE WAS ADDED THAT IF NO MEMBERS RUN FOR ELECTION, THREE TERMS CAN BE HAD BY EXISTING BOARD MEMBERS TO FILL VACANCIES. DETAILED LANGUAGE WAS ADDED ON HOW EACH TYPE OF BOARD MEMBER ELECTION IS TO BE HELD. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS COMPRISE A HOUSE OF DELEGATES WHICH VOTES ON ASSOCIATION BUSINESS AT AN ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B TAX PRINCIPAL FROM CLIFTONLARSONALLEN, LLP REVIEWS THE 990 IN PERSON WITH THE ENTIRE BOARD DURING ITS SUMMER BOARD MEETING. PRIOR TO THE MEETING, A COPY OF THE RETURN IS PROVIDED TO ALL BOARD MEMBERS ELECTRONICALLY. AFTER THE MEETING, ANY CHANGES WILL BE INCORPORATED AND IT WILL BE FILED. FORM 990, PART VI, SECTION B, LINE 12C SUBJECT PERSONS HAVE AN ABSOLUTE OBLIGATION TO BE SENSITIVE TO ACTUAL AND POTENTIAL CONFLICTS OF INTEREST BETWEEN THEIR OWN INTERESTS AND THOSE OF THE ASSOCIATION. WHENEVER A SUBJECT PERSON PERCEIVES THE EXISTENCE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, HE OR SHE SHALL FULLY DISCLOSE THE SAME TO THE APPROPRIATE ASSOCIATION BODY AND OFFICIALS AND SHALL REMOVE HIMSELF OR HERSELF AND SHALL REFRAIN FROM ALL DELIBERATIONS, DISCUSSIONS, AND DECISIONS RELATING TO ALL SUBJECT TOPICS. AT THE BEGINNING OF EACH BOARD MEETING, THE PRESIDENT ASKS IF THERE ARE ANY CONFLICTS OF INTEREST. SUBJECT PERSONS WHOSE ACTUAL AND POTENTIAL CONFLICTS OF INTEREST REACH A LEVEL OF FREQUENCY OR MAGNITUDE SO AS TO IMPEDE THEIR OVERALL ABILITY TO CONTINUE TO MEET THEIR OBLIGATIONS TO THE ASSOCIATION MUST RESIGN OR BE REMOVED FROM THEIR ELECTIVE, APPOINTIVE OR EMPLOYED POSITIONS EVEN AFTER FULL DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 WDA USES AN OUTSIDE CONSULTANT WHO REVIEWS THE JOB DESCRIPTION AND COMPARABILITY DATA FOR SIMILAR POSITIONS AND REGIONS AND PROVIDES AN ACCEPTABLE PAY RANGE. THE EXECUTIVE COMMITTEE APPROVES THE EXECUTIVE DIRECTOR'S ANNUAL SALARY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: INVESTMENT INCOME OF SUBSIDIARY UNDER EQUITY METHOD -55,281. SHAREHOLDER DIVIDEND -2,500. WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP 6737 WEST WASHINGTON STREET SUITE 2 WEST ALLIS WI 53214 391724524 INSURANCE SALES WI WISCONSIN DENTAL ASSOCIATION INC C 3186390 6469381 1.00000 1 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP O 135526 FAIR MARKET VALUE WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP A 78042 FAIR MARKET VALUE WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP D 399743 FAIR MARKET VALUE