2023-11-13T10:17:24-06:00 2022-12-31 680251243 CAMPBELL TAYLOR WASHBURN 3741 DOUGLAS BLVD SUITE 350 ROSEVILLE CA 95661 990 2022-01-01 680411536 CALIFORNIA DENTAL ASSOCIATION FOUNDATION CALI 9164430505 1201 K STREET 14TH FLOOR SACRAMENTO CA 95814 KEVIN ROACH CFO 9164430505 2023-11-09 1 KEVIN ROACH XXX-XX-XXXX 0 CHRIS WASHBURN P00111127 9169293680 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEVIN ROACH 1201 K STREET 14TH FLOOR SACRAMENTO CA 95814 2475501 0 X WWW.CDAFOUNDATION.ORG X 1998 CA THE FOUNDATION'S MISSION IS TO IMPROVE THE ORAL HEALTH OF ALL CALIFORNIANS BY SUPPORTING THE DENTAL PROFESSION AND ITS EFFORTS TO MEET COMMUNITY NEEDS. 12 12 2 45 0 0 1313222 2273267 0 0 11270 31507 0 0 1324492 2304774 139856 191448 0 0 252668 241485 0 0 68147 1192906 746712 1585430 1179645 -260938 1125129 3034863 4082159 427133 388636 2607730 3693523 THE FOUNDATION'S MISSION IS TO IMPROVE THE ORAL HEALTH OF ALL CALIFORNIANS BY SUPPORTING THE DENTAL PROFESSION AND ITS EFFORTS TO MEET COMMUNITY NEEDS. 0 0 787439 CHARITABLE CARE PROGRAMS: THE CDA FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO EXPAND ACCESS TO DENTAL CARE FOR UNDERSERVED CALIFORNIANS. THE CDA FOUNDATION ACCOMPLISHES THIS GOAL THROUGH INNOVATIVE ACCESS TO CARE PROGRAMS AND SERVICES THAT EXPAND PREVENTATIVE AND RESTORATIVE DENTAL CARE TO THE MOST VULNERABLE SEGMENTS OF THE POPULATION - YOUNG AND SPECIAL NEEDS CHILDREN, THE ELDERLY, WORKING POOR FAMILIES, AND THOSE FACING MULTIPLE, COMPLEX BARRIERS TO ACHIEVING CARE. 196204 189948 STUDENT/MEMBER ASSISTANCE: THE CDA FOUNDATION PROVIDES STUDENT SCHOLARSHIPS AND FACULTY FELLOWSHIPS TO SUPPORT ORAL HEALTH PROFESSIONALS WHO SEEK TO PRACTICE IN UNDERSERVED COMMUNITIES AND PROVIDE CARE TO CALIFORNIA'S MOST VULNERABLE RESIDENTS. THE CDA FOUNDATION RELIEF FUND PROVIDES A SAFETY NET OF FINANCIAL ASSISTANCE TO DENTAL PROFESSIONALS AND THEIR FAMILIES IN TIMES OF DISASTER, CATASTROPHIC INJURY, OR PHYSICALLY DEBILITATING INJURY RESULTING IN THE PERSON NOT BEING SELF-SUSTAINING. 13082 1500 EDUCATION: THE CDA FOUNDATION DEVELOPS AND DISSEMINATES EDUCATIONAL MATERIALS FOR ORAL HEALTH PROFESSIONALS AND THE PUBLIC REGARDING EVIDENCE-BASED METHODS FOR REDUCING DENTAL DISEASE AND ELIMINATING BARRIERS TO DENTAL CARE FOR UNDERSERVED POPULATIONS. 996725 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 2 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KEVIN ROACH 8002327645 1201 K STREET 14TH FLOOR SACRAMENTO CA 95814 RICHARD BARNES DDS DIRECTOR 1.00 X 0 0 0 CARSEN BENTLEY DDS MPH DIRECTOR 1.00 X 0 0 0 SHEILA BREAR BDS DIRECTOR 1.00 X 0 0 0 ROBERT REED DDS DIRECTOR 1.00 X 0 0 0 LINDA J SEIFERT ESQ OUTSIDE DIRECTOR 1.00 X 0 0 0 JOHN E TAYLOR DDS DIRECTOR 1.00 X 0 0 0 PRIYADARSHINI AGRAWAL DMD DIRECTOR 1.00 X 0 0 0 GABRIELA GARCES OUTSIDE DIRECTOR 1.00 X 0 0 0 ANDREA AKABIKE DDS ASSOCIATE DIRECTOR 1.00 X 0 0 0 JARED FINE DDS DIRECTOR 1.00 X 0 0 0 MAX MARTINEZ DDS DIRECTOR LIAISON 1.00 X 0 0 0 AMIR KAZIM DDS ASSOCIATE DIRECTOR 1.00 X 0 0 0 PETER A DUBOIS VICE CHAIR 1.00 X 0 0 0 ALLEN WONG DDS SECRETARY 1.00 X 0 0 0 KEVIN KEATING DDS MS TREASURER 1.00 X 0 0 0 0 0 0 1 0 0 0 0 2273267 2273267 31730 31730 170504 170727 -223 -223 -223 2304774 0 0 31507 X 191448 191448 112830 96968 6471 9391 52593 45200 3016 4377 13346 11470 765 1111 34780 29890 1995 2895 27936 24009 1602 2325 331972 276488 55484 11841 119 11722 192 18 197 -23 18304 14563 1467 2274 8398 2959 3744 1695 9742 9240 502 16247 16247 FEES TO CDA & RELATED P 319301 280985 15965 22351 OTHER EXPENSES 30715 13487 7199 10029 1179645 996725 114773 68147 131061 85724 2521934 3512984 354867 231103 5719 7363 46200 44660 11282 1540 10000 243445 3034863 4082159 44741 113590 382392 275046 427133 388636 X 824733 2331911 1782997 1361612 2607730 3693523 3034863 4082159 1125129 -39336 0 X X 0 1 X 1 0 X 3904693 4269369 1260998 1313222 2273268 13021550 3904693 4269369 1260998 1313222 2273268 13021550 4677568 8343982 13013 30731 23209 16950 31730 115633 42 42 13137225 0.63510 0.67020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 715062 648 1500 714210 715272 1353 1563 715062 711158 900 9714 6500 715272 708120 1100 2938 1000 711158 709717 1200 2203 5000 708120 0 0 46200 44660 1540 1540 RIGHT OF USE ASSET 243445 243445 DUE TO CDA & CDA ROTUNDA 30202 LEASE LIABILITY 244844 275046 X 2265439 -39336 -39336 2304775 0 2304775 1179645 0 1179645 0 1179645 PART V, LINE 4: ENDOWMENT FUNDS DUGONI ENDOWMENT: TO SUPPORT FACULTY DEVELOPMENT IN DENTAL PROGRAMS AFFILIATED WITH CALIFORNIA DENTAL SCHOOLS THROUGH GRANTS TO DENTAL PROFESSIONALS AND OTHER SCIENTISTS IN FACULTY POSITIONS. WEBB ENDOWMENT: TO SUPPORT THE EDUCATION AND TRAINING OF DENTAL PROFESSIONALS IN CALIFORNIA; TO SUPPORT DENTAL-RELATED EDUCATION PROGRAMS IN CALIFORNIA; AND SUPPORT EDUCATIONAL EFFORTS THAT EXPAND ACCESS TO DENTAL CARE FOR UNDERSERVED COMMUNITIES, ORGANIZATIONS, AND INDIVIDUALS. EDUCATION ENDOWMENT: TO PROVIDE GRANTS AND SCHOLARSHIPS TO SUPPORT THE EDUCATION AND TRAINING OF DENTAL PROFESSIONALS WHOSE EFFORTS ARE DIRECTED AT IMPROVING THE ORAL HEALTH OF CALIFORNIANS. PART X, LINE 2: FIN 48 SINCE JANUARY 1, 2009, THE FOUNDATION HAS ACCOUNTED FOR UNCERTAINTY OF INCOME TAXES UNDER FASB ASC, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. UNDER THESE PROVISIONS, ONLY TAX POSITIONS THAT MET THE MORE-LIKELY-THAN-NOT-RECOGNITION THRESHOLD ON JANUARY 1, 2009 WERE RECOGNIZED OR CONTINUE TO BE RECOGNIZED UPON ADOPTION. THE FOUNDATION PREVIOUSLY RECOGNIZED INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT WAS REASONABLY POSSIBLE THAT A LIABILITY HAD BEEN INCURRED FOR UNRECOGNIZED INCOME TAX BENEFITS BY APPLYING FASB ASC, ACCOUNTING FOR CONTINGENCIES. 1 SCHOLARSHIPS FOR STUDENTS IN THE DENTAL FIELD 3 189948 PART I, LINE 2: THE FOUNDATION HAS A VERY THOROUGH APPLICATION AND SELECTION PROCESS FOR SELECTING GRANTEES. IN ADDITION, THE FOUNDATION ALSO REQUIRES REPORTING FROM THE GRANTEES THAT INCLUDES NARRATIVE AND FINANCIAL REPORTING REGARDING THE USE OF THE FUNDS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, SECTION B, LINE 11B: THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATION'S CFO AND VP OF FINANCE WORK CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO PREPARE THE RETURN; AND REVIEWS THE DRAFT OF THE FORM 990 PRIOR TO PROVIDING THE DRAFT TO THE AUDIT COMMITTEE. IN ADDITION TO CONSULTING WITH THE CFO AND VP OF FINANCE, THE AUDIT COMMITTEE ALSO MET WITH THE ACCOUNTING FIRM HIRED TO PREPARE THE FORM 990. SUBSEQUENT TO ITS REVIEW, THE AUDIT COMMITTEE REPORTED BACK TO THE BOARD REGARDING ITS OVERSIGHT OF THE FORM 990 AND THE FINAL FORM WAS PROVIDED TO THE ENTIRE VOTING BOARD BEFORE THE RETURN WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S LEGAL DEPARTMENT IS CHARGED WITH MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND ADDRESSING ANY POTENTIAL OR ACTUAL CONFLICTS. PURSUANT TO THE CONFLICTS OF INTEREST POLICY, AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E., BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP OR KEY EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT HE/SHE: (1) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; (2) HAS READ THE POLICY AND UNDERSTANDS SAID POLICY; AND (3) AGREES TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY, INCLUDING COMPLETING THE CONFLICTS OF INTEREST QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE COMPLIANCE COMMITTEE AND ANY PERSONS WITH ACTUAL OR POTENTIAL CONFLICTS ARE INFORMED VIA WRITTEN COMMUNICATION. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, AFTER WHICH HE/SHE SHALL LEAVE THE MEETING; (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; AND (4)THE TRANSACTION OR ACTION MUST BE APPROVED BY A MAJORITY OF DISINTERESTED PERSONS. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE, ESTABLISHED AND OUTLINED BY THE BY-LAWS OF THE FOUNDATION AND COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHICH HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, IS ACCOUNTABLE FOR SETTING A REASONABLE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR OF THE FOUNDATION. THE COMPENSATION COMMITTEE DEVELOPS, CONSISTENT WITH THE ORGANIZATION'S STRATEGIC PLAN, PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING MERIT INCREASES AND VARIABLE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE COMPENSATION COMMITTEE ALSO HIRES A QUALIFIED INDEPENDENT COMPENSATION EXPERT TO REVIEW, ANALYZE AND PROVIDE BENCHMARKING DATA FOR THE TOTAL COMPENSATION AND BENEFITS PACKAGE OF THE EXECUTIVE DIRECTOR. APPROPRIATE COMPARABILITY DATA IS OBTAINED FROM THE INDEPENDENT EXPERTS, I.E., TOTAL ECONOMIC BENEFITS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX-EXEMPT) FOR SIMILAR JOB RESPONSIBILITIES. THE COMMITTEE'S WRITTEN RECORDS INCLUDE THE (1) DESCRIPTION OF THE ARRANGEMENT WITH THE DISQUALIFIED PERSON; (2) A LIST OF MEMBERS PRESENT DURING THE DISCUSSION AND DECISION PROCESS (INCLUDING MOTIONS MADE, APPROVED AND TABULATED); AND (3) A DESCRIPTION OF THE COMPARABLE DATA RELIED ON BY THE COMMITTEE. KEY DELIBERATIONS OF THE COMMITTEE ARE ALSO DOCUMENTED IN MINUTES WHICH ARE APPROVED AT THE NEXT COMMITTEE MEETING. OTHER OFFICERS AND KEY EMPLOYEES: THE FOUNDATION USES A MARKET-BASED COMPENSATION PROGRAM TO ATTRACT, RETAIN AND MOTIVATE THE BEST EMPLOYEES POSSIBLE BY ENSURING IT PAYS COMPETITIVELY WHEN COMPARED WITH AN APPROPRIATE LABOR MARKET. THE FOUNDATION BENCHMARKS (I.E. COMPARES LIKE JOBS) AS MANY POSITIONS AS POSSIBLE USING RELIABLE SALARY SURVEYS THAT PROVIDE DATA FOR MARKETS WHERE THE FOUNDATION COMPETES FOR TALENT. BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS ARE CONSIDERED AS APPROPRIATE FOR EACH POSITION. THE FOUNDATION ESTABLISHES THE MIDPOINT OF ITS PAY RANGES AT THE 50TH PERCENTILE OF THESE COMPETITIVE MARKETS. BASED ON DATA FROM THESE SURVEYS, THE FOUNDATION WORKS WITH OUTSIDE SUBJECT MATTER EXPERTS TO DEVELOP APPROPRIATE PAY RANGES AND STRUCTURES AND PLACES SIMILAR VALUE JOBS TOGETHER IN THE SAME PAY RANGES. THESE RANGES ARE USED TO PROVIDE GUIDANCE TO MANAGEMENT UPON HIRING AND FOR FUTURE PAY DECISIONS. OUTSIDE SUBJECT MATTER EXPERTS ARE ALSO USED TO INDIVIDUALLY BENCHMARK SENIOR MANAGEMENT JOBS AND MAKE PAY RECOMMENDATIONS. THE FOUNDATION'S COMPENSATION PHILOSOPHY IS TO HIRE COMPETITIVELY BASED UPON MARKET, SKILLS, KNOWLEDGE, ABILITIES, AND PRIOR EXPERIENCE. MARKET DATA AND INDIVIDUAL PERFORMANCE ARE REVIEWED ANNUALLY IN DETERMINING PERFORMANCE BASED PAY INCREASES. A COMPENSATION MARKET ANALYSIS IS CONDUCTED ON A REGULAR BASIS AND ADJUSTMENTS ARE MADE TO THE SALARY RANGES AND STRUCTURES, AS REQUIRED. THIS PROCESS WAS REVIEWED AND APPROVED BY THE FOUNDATION AUDIT COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROGRAM SERVICE EXPENSE: PROGRAM SERVICE EXPENSES 276,488. MANAGEMENT AND GENERAL EXPENSES 55,484. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 331,972. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED THE OVERSIGHT PROCESS OR SELECTION PROCESS IN REGARDS TO THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. CALIFORNIA DENTAL ASSOCIATION - ROTUNDA 1201 K STREET 14TH FLOOR SACRAMENTO CA 95814 952822367 REAL ESTATE CA CALIFORNIA DENTAL ASSOCIATION CALIFORNIA DENTAL ASSOCIATION 1201 K STREET 14TH FLOOR SACRAMENTO CA 95814 952822367 DENTISTRY CA 501(C)(6) N/A 0 CDA HOLDING COMPANY INC 1201 K STREET 14TH FLOOR SACRAMENTO CA 95814 680317339 MGMT CA CALIFORNIA DENTAL ASSOCIATION C 0 THE DENTISTS INSURANCE CO 1201 K STREET 17TH FLOOR SACRAMENTO CA 95814 942698799 INSURANCE CA CALIFORNIA DENTAL ASSOCIATION C 0 TDIC INSURANCE SOLUTIONS 1201 K STREET 17TH FLOOR SACRAMENTO CA 95814 680065239 MGMT CA CALIFORNIA DENTAL ASSOCIATION C 0 DENTISTS SERVICE COMPANY 1201 K STREET 14TH FLOOR SACRAMENTO CA 95814 472354867 DENTAL SUPPLIER CA CALIFORNIA DENTAL ASSOCIATION C 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0