2023-07-31T15:55:54-05:00 2022-12-31 362886485 DUGAN & LOPATKA CPA'S PC 4320 WINFIELD ROAD SUITE 450 WARRENVILLE IL 605554036 990 2022-01-01 363763801 THE AMERICAN ACADEMY OF PERIODONTOLOGY FOUNDATION AMER 3125733256 737 N MICHIGAN AVE CHICAGO IL 60611 ROBERT VITAS EXECUTIVE DIRECTOR 3125733256 2023-07-26 1 ROBERT VITAS XXX-XX-XXXX 0 RON MARKLUND P01985511 6306654440 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT VITAS 737 N MICHIGAN AVE CHICAGO IL 60611 1982328 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. 13 13 0 100 0 0 834089 878722 0 0 352235 128042 9431 4077 1195755 1010841 364750 347000 0 0 448524 449293 0 0 411306 382542 552905 1195816 1349198 -61 -338357 9054935 7534028 612052 650207 8442883 6883821 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 524704 347000 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. 524704 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 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 DIEGO VELASQUEZ PAST PRESIDENT 10.00 X X 0 0 0 FLAVIA PIRIH PRESIDENT 10.00 X X 0 0 0 JOAN OTOMO-CORGEL VICE PRESIDENT 10.00 X X 0 0 0 JOHN HERRIN SECRETARY/TREASURER 10.00 X 0 0 0 LISA MASTERS DIRECTOR 5.00 X 0 0 0 JOHN KWAN DIRECTOR 5.00 X 0 0 0 JOSE MELLADO DIRECTOR 5.00 X 0 0 0 CHRISTOPHER RICHARDSON DIRECTOR 5.00 10.00 X 0 0 0 JAMES WILSON DIRECTOR 5.00 10.00 X 0 0 0 CAITLIN D DARCEY DIRECTOR 5.00 X 0 0 0 PURNIMA S KUMAR DIRECTOR 5.00 X 0 0 0 DAVID K OKANO DIRECTOR 5.00 10.00 X 0 0 0 DAVID H YU DIRECTOR 5.00 X 0 0 0 ROBERT VITAS EXECUTIVE DIRECTOR 35.00 X 0 162213 17817 0 162213 17817 0 0 1 0 0 878722 63513 878722 189667 189667 899169 960794 -61625 -61625 -61625 14770 10693 4077 4077 1010841 0 0 132119 X 91000 91000 256000 256000 180030 54009 72012 54009 201202 23421 68763 109018 19216 2737 6725 9754 23304 3886 8337 11081 25541 5066 9393 11082 12 3 4 5 36560 7252 13445 15863 32335 32335 14936 2962 5493 6481 25307 5020 9307 10980 27370 5429 10065 11876 38209 22576 7172 8461 150351 29823 55292 65236 MISCELLANEOUS 72095 72095 IN KIND EXPENSE 63511 63511 ANNUAL REPORT 47927 9507 17625 20795 PRINTING 26937 5343 9906 11688 17355 670 15219 1466 1349198 524704 413188 411306 68055 97003 420697 250262 1119164 1254307 7447019 5932456 9054935 7534028 363651 365561 0 150000 148807 98401 135839 612052 650207 X -60161 -55879 8503044 6939700 8442883 6883821 9054935 7534028 -338357 -1220705 0 X X 0 1 X 1 0 X 744529 509395 1529606 834089 878722 4496341 744529 509395 1529606 834089 878722 4496341 2023400 2472941 319165 247989 216964 255707 189667 1229492 920 859 1190 2969 5728802 33252 0.43170 0.43670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 920. 2019 AMOUNT: $ 859. 2020 AMOUNT: $ 1,190. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3689827 250 -455655 66733 766800 2400889 3736815 348691 2879 392800 3689827 4074768 246760 187000 397743 3736815 3581994 -4908 536524 12140 26702 4074768 4104545 10000 -238484 14167 279900 3581994 1.00000 0 0 0 DUE TO RELATED PARTY 135839 135839 X -231506 -1220705 10693 -1210012 978506 32335 32335 1010841 1327556 10693 10693 1316863 32335 32335 1349198 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. 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 2019. 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 10,693. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 10,693. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSE 32,335. 1 ACADEMY FOR ACADEMIC LEADERSHIP 1870 THE EXCHANGE SUITE 100 ATLANTA GA 30339 582000628 14000 0 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. THE AMERICAN ACADEMY OF PERIODONTOLOGY 737 N MICHIGAN AVENUE CHICAGO IL 60611 363541073 501(C)(6) 77000 0 TO FUND PROJECTS FOR THE ORGANIZATION. 2 AAP EDUCATOR AND TEACHING SCHOLARSHIPS 4 125000 COHEN TEACHING AWARD 1 10000 FINLEY EDUCATION GRANT 2 4000 KRAMER SCHOLAR AWARD 1 10000 LEVI RESEARCH AWARD 1 5000 NEVINS TEACHING AND CLINICAL RESEARCH FELLOWSHIP 2 40000 SCHOOR RESEARCH AWARD 1 2000 TARRSON FELLOWSHIP 1 30000 MELLONIG FELLOWSHIP 1 10000 SETTER AWARD 1 10000 RICHMAN AWARD 1 10000 PART I, LINE 2: SCHOLARSHIPS FUNDED FOR THE INSTITUTE FOR TEACHING AND LEARNING ARE DETERMINED BY A COMMITTEE OF ACADEMY FOR ACADEMIC LEADERSHIP 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 X 0 0 0 0 0 0 0 0 0 ROBERT VITAS EXECUTIVE DIRECTOR 0 162213 0 0 0 0 0 10574 0 7243 0 180030 0 0 X SUPPLIES 120 63513 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B 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 FORM 990, PART IX, LINE 11G BANK FEES: PROGRAM SERVICE EXPENSES 2,962. MANAGEMENT AND GENERAL EXPENSES 5,493. FUNDRAISING EXPENSES 6,481. TOTAL EXPENSES 14,936. FORM 990, PART IX, LINE 24E ANNUITY PAYMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,977. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,977. RECOGNITION: PROGRAM SERVICE EXPENSES 670. MANAGEMENT AND GENERAL EXPENSES 1,242. FUNDRAISING EXPENSES 1,466. TOTAL EXPENSES 3,378. 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 584925 FAIR MARKET VALUE AMERICAN ACADEMY OF PERIODONTOLOGY C 351000 FAIR MARKET VALUE