2023-11-06T15:46:19-06:00 2022-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2022-01-01 541790185 AMERICAN ASSOCIATION FOR DENTAL ORAL AND CRANIOFACIAL RESEARCH AMER 7035480066 1619 DUKE STREET ALEXANDRIA VA 223143406 CHRISTOPHER H FOX CEO 7032998089 2023-11-06 1 CHRISTOPHER FOX XXX-XX-XXXX 0 MARK THOMAS P00362982 3019860600 2023-11-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER H FOX 1619 DUKE STREET ALEXANDRIA VA 223143406 3723843 0 X WWW.AADOCR.ORG X 1995 VA DRIVE DENTAL, ORAL AND CRANIOFACIAL RESEARCH TO ADVANCE HEALTH AND WELL-BEING. 13 11 26 227 15832 12731 520722 580952 885803 1413495 403375 240475 490426 505287 2300326 2740209 168468 239140 0 0 1046100 1281980 0 0 191665 822064 1804639 2036632 3325759 263694 -585550 11695623 9539943 940069 1376713 10755554 8163230 X DRIVE DENTAL, ORAL AND CRANIOFACIAL RESEARCH TO ADVANCE HEALTH AND WELL-BEING. 0 0 1228071 772435 ANNUAL MEETING AND SYMPOSIA: RELATES TO THE ACTIVITIES OF THE ANNUAL SPRING AND FALL MEETINGS. THE RELATED REGISTRATION REVENUE AND EXPENSES ARE RECORDED IN THE ASSOCIATION'S FINANCIAL STATEMENTS. JOINT MEETINGS ARE GENERALLY HELD EVERY OTHER YEAR WITH IADR. A STAND-ALONE MEETING WAS HELD IN 2022. DURING YEARS WHEN THE ANNUAL SPRING MEETING IS HELD JOINTLY WITH THE IADR, THE ASSOCIATION RECEIVES ITS SHARE OF THE MEETING SURPLUS IN THE FORM OF DIVISION, MEETING SHARE AND MEETING DIVIDEND INCOME. 534893 GOVERNMENT AFFAIRS AND SCIENCE POLICY - THIS PROGRAM STUDIES NATIONAL AFFAIRS AND THEIR POSSIBLE EFFECT ON DENTAL RESEARCH. THE PROGRAM ALSO PROVIDES ADVICE TO THE COUNCIL AND BOARD OF DIRECTORS ON DEVELOPMENTS THAT MIGHT AFFECT DENTAL RESEARCH. THE PROGRAM ALSO HELPS TO INFORM MEMBERS OF CONGRESS ON ISSUES OF IMPORTANCE TO DENTAL RESEARCH AND TO DENTAL SCIENTISTS. 351345 164140 427 STUDENT FELLOWSHIPS AND OTHER AWARDS, WILLIAM CLARK FELLOWSHIP, WILLIAM J. GIES AWARD, ANNE HAFFAJEE FELLOWSHIP, DISTINGUISHED MENTORING AWARD, HATTON AWARD, UNDERREPRESENTED FACULTY RESEARCH FELLOWSHIP 277496 JOURNAL OF DENTAL RESEARCH AND PUBLISHING - JOURNAL OF DENTAL RESEARCH (JDR) IS THE OFFICIAL JOURNAL OF AADOCR. AADOCR ALSO PUBLISHED 4 ISSUES OF THE JDR CLINICAL & TRANSLATIONAL RESEARCH (JDR CTR). JDR AND JDR CTR ARE PEER-REVIEWED SCIENTIFIC JOURNALS DEDICATED TO THE DISSEMINATION OF NEW KNOWLEDGE AND INFORMATION, ENCOMPASSING ALL AREAS OF CLINICAL RESEARCH IN THE DENTAL, ORAL AND CRANIOFACIAL SCIENCES. 118527 641060 MEMBERSHIP SERVICES - THIS PROGRAM RELATES TO SERVICES PROVIDED TO AADOCR MEMBERS RELATED TO PUBLICATION OF A MONTHLY NEWSLETTER AND SERVICES PROVIDED BY AADOCR BOARD MEMBERS WORKING TO FULFIL THE MISSION OF THE ASSOCIATION. FOR EXAMPLE, COSTS ARE INCURRED BY THE AADOCR BOARD MEMBERS REPRESENTING THE ORAL HEALTH RESEARCH COMMUNITY AT MEETINGS WITH THE AMERICAN DENTAL ASSOCIATION AND VARIOUS OTHER ORAL HEALTH ORGANIZATIONS WHERE STRATEGIES ARE PLANNED FOR ADVANCING AND IMPROVING ORAL HEALTH 75000 75000 FNIH SUPPORT 471023 75000 641060 2585332 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 49 0 1 26 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT FL HI KS KY ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X CHRISTOPHER FOX 7035480066 1619 DUKE STREET ALEXANDRIA VA 223143406 JANE WEINTRAUB PRESIDENT 2.00 X X 0 0 0 ALEXANDRE VIEIRA PRESIDENT-ELECT 2.00 X X 0 0 0 EFTHIMIA IOANNIDOU VICE PRESIDENT 2.00 X X 3480 3480 0 OLGA BAKER TREASURER 2.00 X X 0 0 0 ANA BEDRAN-RUSSO TREASURER 2.00 X X 0 0 0 MARK HERZBERG IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 JACQUES NOR IMMEDIATE PAST PRESIDENT 2.00 X X 8850 8850 0 MARY FETE PATIENT ADVOCATE 1.00 X 0 0 0 PAIGE BUSSANICH PATIENT ADVOCATE 1.00 X 0 0 0 BRENDA HEATON MEMBER-AT-LARGE 1.00 X 0 0 0 LUCIANA SHADDOX MEMBER-AT-LARGE 1.00 X 0 0 0 BEN CHAFFEE MEMBER-AT-LARGE 1.00 X 0 0 0 SHEILA RIGGS MEMBER-AT-LARGE 1.00 X 0 0 0 JOEL OXMAN BOARD MEMBER 1.00 X 0 0 0 BRIAN FOSTER BOARD MEMBER 1.00 X 0 0 0 ALEXANDRA HERZOG STUDENT REPRESENTATIVE 1.00 X 0 0 0 KAZUNE PAX STUDENT REPRESENTATIVE 1.00 X 0 0 0 JAMES SEUNG JIN JANG STUDENT REPRESENTATIVE 1.00 X 0 0 0 CHRISTOPHER FOX CHIEF EXECUTIVE OFFICER 15.00 25.00 X 201415 281246 32391 J DENISE STRESZOFF CHIEF OPERATING OFFICER 15.00 25.00 X 90827 126827 41176 L PETER QUINLIVAN II CHIEF FINANCE OFFICER 15.00 25.00 X 89045 124339 23519 LESLIE SZEJK DIRECTOR OF MEETINGS 15.00 25.00 X 69558 97128 37182 SHERI HERREN DIRECTOR OF STRATEGIC PROGRAMS 15.00 25.00 X 55338 77273 27457 MAKYBA CHARLES-AYINDE DIRECTOR OF SCIENCE POLICY 15.00 25.00 X 52258 72971 29228 YEHUDA SUGARMAN DIRECTOR OF GOVERNMENT AFFAIRS 15.00 25.00 X 51670 72151 26639 KOURTNEY SKINNER DIRECTOR OF MEMBERSHIP & PUBLICATIONS 15.00 25.00 X 51408 71784 26673 673849 936049 244265 1 0 1 0 EVERLAST PRODUCTIONS 59 SW 12TH AVE UNIT 100 DANIA BEACH FL 33004 AUDIO VISUAL FOR ANNUAL MEETING 216622 1 580952 580952 REGISTRATION 900099 740897 740897 MEMBER DUES 900099 641060 641060 DIVISION MEETING SHARE AND MEETIN 900099 12933 12933 EXHIBITORS' FEES 900099 11020 11020 SYMPOSIUM 900099 7585 7585 1413495 176192 176192 489028 489028 1047917 983634 64283 64283 64283 ADVERTISING 541800 15832 15832 MISCELLANEOUS 900099 427 427 16259 2740209 1413922 15832 729503 121300 121300 111750 111750 6090 6090 421801 312216 77899 31686 709087 526896 128407 53784 24842 15958 6912 1972 57172 45044 7685 4443 69078 48806 15854 4418 53070 20043 9145 23882 33415 33415 72000 72000 38566 38566 62904 59162 3742 53834 27686 1249 24899 50654 37078 10861 2715 112480 74816 29447 8217 40300 25975 10962 3363 174268 61388 103458 9422 768023 764329 3694 147303 97081 40684 9538 22622 15758 5122 1742 PRINTING AND PUBS 71034 69633 1401 MEMBER SERVICES 10020 10020 TAXES - UBIT 3547 3547 90599 62303 24148 4148 3325759 2585332 548762 191665 64561 41168 15485 64900 64438 62893 196649 175914 1811251 1244976 703855 566275 10194759 8278478 455876 350315 11695623 9539943 132543 51760 286201 585586 521325 739367 940069 1376713 X 10275090 7605005 480464 558225 10755554 8163230 11695623 9539943 -585550 -2006774 0 X X 0 1 X 1 0 X 286708 203187 161824 520722 580952 1753393 1928832 1116467 710743 885803 1413495 6055340 2215540 1319654 872567 1406525 1994447 7808733 0 0 0 7808733 666970 716455 638367 689350 665220 3376362 666970 716455 638367 689350 665220 3376362 11923 8848 5502 13029 15294 54596 4190 14418 4368 2754 427 26157 2898623 2059375 1520804 2111658 2675388 11265848 0.69310 0.67850 0.29970 0.31360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72000 72000 3253759 3325759 316288 79072 0 0 257668 274885 251832 316288 1100673 1651010 72161 72037 117500 72000 333698 64417 68721 62958 79072 275168 412752 634060 148944 -81827 12764 688413 554267 66353 25600 12160 634060 501282 46555 18800 12370 554267 435332 53392 24933 12375 501282 456152 17445 -1743 36522 435332 0.55830 0.44170 0.00000 0 0 1133538 759698 373840 677713 485278 192435 566275 DEFERRED COMPENSATION PAYABLE 350315 REFUNDABLE ADVANCES 90000 DUE TO IADR 299052 739367 X 694869 -2006774 -2006774 2701643 38566 38566 2740209 3287193 0 3287193 38566 38566 3325759 PART V, LINE 4: THE QUASI-ENDOWMENT BOARD DESIGNATED FUNDS ARE GENERALLY INTENDED TO PROVIDE AWARDS TO QUALIFIED INDIVIDUALS. THE PERMANENT ENDOWMENT OF THE AADOCR IS INTENDED TO SUPPORT ACADEMIC AND SCIENTIFIC DEVELOPMENT, AWARD ACHIEVEMENTS IN SCIENTIFIC EXCELLENCE, AND SUPPORT PROGRAMS THAT FURTHER THE MISSION OF AADOCR. PART X, LINE 2: THE ASSOCIATION REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO TAX POSITIONS TAKEN IN A TAX RETURN. THE ASSOCIATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. 0 NORTH AMERICA 0 2 PROGRAM SERVICES EDITORS OF DENTAL RESEARCH JOURNALS 24850 EUROPE (INCLUDING ICELAND & GREENLAND) 0 2 PROGRAM SERVICES EDITORS OF DENTAL RESEARCH JOURNAL 47925 SOUTH AMERICA 0 2 PROGRAM SERVICES ASSOCIATE EDITORS OF DENTAL RESEARCH JOURNAL 17700 EAST ASIA AND THE PACIFIC 0 0 MEETING REGISTRATION FOR RECIPIENTS LOCATED IN REGION 2820 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 MEETING REGISTRATION FOR RECIPIENTS LOCATED IN REGION 2180 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 MEETING REGISTRATION FOR RECIPIENTS LOCATED IN REGION 1090 0 6 0 0 0 6 96565 0 96565 SCADA REGISTRATION AWARD EAST ASIA AND THE PACIFIC 3 2820 SCADA REGISTRATION AWARD SCADA REGISTRATION AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 2 2180 SCADA REGISTRATION AWARD SCADA REGISTRATION AWARD NORTH AMERICA 1 1090 SCADA REGISTRATION AWARD 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 TRUSTEES OF INDIANA UNIVERSITY 415 LANSING STREET RM 149 INDIANAPOLIS IN 46202 356001673 501(C)(3) 8400 0 AADOCR STUDENT RESEARCH FELLOWSHIPS UNIVERSITY OF MISSISSIPPI MEDICAL CENTER 2500 NORTH STATE STREET ROOM D528 JACKSON MS 392164505 646008520 501(C)(3) 10000 0 AADOCR PROCTER & GAMBLE UNDERREPRESENTED FACULTY RESEARCH FELLOWSHIP UCLA SCHOOL OF DENTISTRY 714 TIVERTON AVE LOS ANGELES CA 90024 956006143 501(C)(3) 10000 0 AADOCR ANNE D. HAFFAJEE FELLOWSHIP FOUNDATION FOR NATIONAL INSTITUTES OF HEALTH (FNIH) 11400 ROCKVILLE PIKE 600 NORTH BETHESDA MD 20852 521986675 501(C)(3) 75000 0 SUPPORT OF FNIH 4 0 AADOCR DISTINGUISHED SCIENTIST AWARD 1 5000 AADOCR LISTER AWARD 8 17000 AADOCR STUDENT RESEARCH DAY 13 5395 AADOCR STUDENT RESEARCH FELLOWSHIPS 15 25500 AADOCR BLOC TRAVEL GRANT 23 23000 SCADA REGISTRATION AWARD 60 25705 AADOCR IRWIN D. MANDEL DISTINGUISHED MENTORING AWARD 1 1000 AADOCR HATTON AWARD 6 4500 AADR WILLIAM J. GIES AWARD 1 1000 NSRG AWARD 7 2550 BOSTON SECTION AWARD 4 600 SEATTLE SECTION AWARD 1 500 PART I, LINE 2: TYPICALLY, A WRITTEN REPORT INCLUDING THE EVALUATION CRITERIA OUTLINED IN THE RECIPIENT'S PROPOSAL AND A FINAL ACCOUNTING SUMMARIZING ACTUAL EXPENDITURES IS REQUIRED AT THE END OF THE PROJECT PERIOD. THESE REPORTS ARE SUBSEQUENTLY REVIEWED BY THE BOARD OF DIRECTORS. X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 CHRISTOPHER FOX CHIEF EXECUTIVE OFFICER 201415 281246 0 0 0 0 12728 17772 789 1102 214932 300120 0 0 J DENISE STRESZOFF CHIEF OPERATING OFFICER 89325 124729 1502 2098 0 0 9374 13089 7809 10904 108010 150820 0 0 L PETER QUINLIVAN II CHIEF FINANCE OFFICER 87668 122416 1377 1923 0 0 8758 12230 1056 1475 98859 138044 0 0 LESLIE SZEJK DIRECTOR OF MEETINGS 68556 95730 1002 1398 0 0 7038 9827 8478 11839 85074 118794 0 0 SHERI HERREN DIRECTOR OF STRATEGIC PROGRAMS 54462 76049 876 1224 0 0 5429 7581 6029 8418 66796 93272 0 0 MAKYBA CHARLES-AYINDE DIRECTOR OF SCIENCE POLICY 51423 71806 835 1165 0 0 5323 7432 6874 9599 64455 90002 0 0 YEHUDA SUGARMAN DIRECTOR OF GOVERNMENT AFFAIRS 50877 71044 793 1107 0 0 5282 7375 5835 8147 62787 87673 0 0 PART I, LINE 1A CEO HAS A $4,125 DISCRETIONARY ACCOUNT. SUBSTANTIATION OF EXPENSES IS REQUIRED PRIOR TO REIMBURSEMENT. PART I, LINE 7 CEO PERFORMS EMPLOYEES' ANNUAL REVIEWS AND BASED ON THEIR PERFORMANCE DURING THE YEAR THEY MAY RECEIVE A SMALL YEAR-END BONUS. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS ORGANIZED AS A NON-PROFIT CORPORATION WITH MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE VICE-PRESIDENT AND TREASURER SHALL BE ELECTED FROM AMONG THE ACTIVE MEMBERS BY BALLOT OF THE MEMBERSHIP. THE INCUMBENT PRESIDENT-ELECT AND VICE-PRESIDENT SHALL BE ADVANCED AUTOMATICALLY TO THE NEXT HIGHER OFFICE AT THE END OF THEIR THEN-CURRENT TERMS OF OFFICE. FORM 990, PART VI, SECTION A, LINE 7B A PROPOSED AMENDMENT TO THE CONSTITUTION MAY BE PRESENTED AT ANY ANNUAL MEETING OF THE COUNCIL, AND THEREUPON BECOMES A SPECIAL ORDER OF BUSINESS FOR A VOTE OF THE MEMBERSHIP BY MAIL PRIOR TO THE SUCCEEDING ANNUAL GENERAL SESSION. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCE OFFICER AND CEO/BOARD SECRETARY REVIEW THE 990 PRIOR TO PRESENTING IT TO THE PERFORMANCE MONITORING AND AUDIT COMMITTEE FOR REVIEW AND APPROVAL. ONCE APPROVED, AN ELECTRONIC COPY IS MADE AVAILABLE TO THE FULL BOARD. THE CEO/BOARD SECRETARY THEN AUTHORIZES THE ELECTRONIC FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE STANDARD OF BEHAVIOR AT THE ASSOCIATION IS THAT ALL STAFF AND BOARD MEMBERS SCRUPULOUSLY AVOID CONFLICTS OF INTEREST BETWEEN THE INTERESTS OF THE ASSOCIATIONS, ON THE ONE HAND, AND PERSONAL, PROFESSIONAL, AND BUSINESS INTERESTS ON THE OTHER. THIS INCLUDES AVOIDING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST, AS WELL AS PERCEPTIONS OF CONFLICTS OF INTEREST. AT LEAST ANNUALLY, EACH EMPLOYEE AND BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT DISCLOSING ALL POTENTIAL CONFLICTS. IN THE COURSE OF MEETINGS OR ACTIVITIES, THE BOARD MEMBER IS REQUIRED TO DISCLOSE ANY INTEREST IN A TRANSACTION OR DECISION WHERE THEY (INCLUDING THEIR BUSINESS OR OTHER NON-PROFIT AFFILIATIONS), THIER FAMILY AND/OR THEIR SIGNIFICANT OTHER, EMPLOYER, OR CLOSE ASSOCIATES WILL RECEIVE A BENEFIT OR GAIN. THE BOARD THEN DECIDES WHETHER THE MEMBER WITH A CONFLICT MUST RECUSE THEMSELVES FROM THAT PARTICULAR DISCUSSION OR DECISION. FORM 990, PART VI, SECTION B, LINE 15A AT EVERY DECEMBER JOINT BOARDS MEETING OF AADOCR AND IADR, THERE IS A PERFORMANCE REVIEW OF THE CEO WITH THE BOARDS OF BOTH ASSOCIATIONS. AFTER THE MEETING, THE BOARD OPERATIONS COMMITTEES OF IADR AND AADOCR PROVIDE WRITTEN PERFORMANCE APPRAISALS TO THE CEO AND AGREE TO PERFORMANCE GOALS FOR THE FOLLOWING YEAR. BASED ON THE PERFORMANCE APPRAISAL AS WELL AS OTHER FACTORS, INCLUDING THE OVERALL FISCAL HEALTH OF THE ASSOCIATIONS, THE INFLATION RATE IN THE WASHINGTON DC AREA, AND BENCHMARKING OF SALARIES TO CEOS OF SIMILAR ORGANIZATIONS, THE BOARD OPERATIONS COMMITTEES AGREE TO A COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONSTITUTION AND BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEB SITE. COPIES OF OUR FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE PERFORMANCE MONITORING AND AUDIT COMMITTEE IS RESPONSIBLE FOR REVIEWING AND APPROVING THE EXTERNAL AUDIT FIRM SELECTION PROCESS AS RECOMMENDED BY THE CEO AND SELECTING THE EXTERNAL AUDIT FIRM ON THE RECOMMENDATION OF THE CEO; REVIEWING THE EXTERNAL AUDIT REPORT ANNUALLY, EVALUATING FINDINGS, AND ASSESSING RECOMMENDATIONS SUBMITTED BY THE CEO IN RESPONSE TO FINDINGS; BRIEFING THE BOARD ON EXTERNAL AUDIT FINDINGS AND RECOMMENDING ACTION BY THE CEO AND THE BOARD IN RESPONSE TO THESE FINDINGS; AND MONITORING THE IMPLEMENTATION OF ACTIONS TAKEN IN RESPONSE TO EXTERNAL AUDIT REPORT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. INTERNATIONAL ASSOCIATION FOR DENTAL RESEARCH 1619 DUKE STREET ALEXANDRIA VA 22314 541790186 MEMBERSHIP ORGANIZATION VA 501(C)(3) 509(A)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0