2024-01-23T16:44:35-06:00 2023-06-30 840884124 BiggsKofford PC 630 Southpointe Court Suite 200 Colorado Springs CO 80906 990 2022-07-01 846031478 Colorado Dental Association COLO 3037406900 8301 E Prentice Ave Suite 400 Greenwood Village CO 80111 Molly Pereira Executive Director 3037406900 2024-01-15 1 Molly Pereira 999009999 0 Tyler Atkins P01818337 7195799090 2024-01-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Molly Pereira 8301 E Prentice Ave Suite 400 Greenwood Village CO 80111 2623037 0 X www.cdaonline.org X 1908 CO a. Colorado Dental Association is a not-for-profit organization operating in the state of Colorado. The mission of the Association is to be a resource providing member services necessary to establish the highest standards of care for the public, and to assist the members in their pursuit of professional excellence and personal fulfillment through education, leadership, and communication. 18 17 7 35 150810 0 153885 55649 1869970 1582289 58221 576555 -16706 35299 2065370 2249792 50600 5464 0 0 734459 692111 0 0 0 1181737 1494420 1966796 2191995 98574 57797 2693179 2548210 835151 521240 1858028 2026970 X a. Colorado Dental Association is a not-for-profit organization operating in the state of Colorado. The mission of the Association is to be a resource providing member services necessary to establish the highest standards of care for the public, and to assist the members in their pursuit of professional excellence and personal fulfillment through education, leadership, and communication. 0 0 a. Educational classes and publications to maintain professional excellence. Wellness program to provide free counseling to members, their family, and staff to promote mental health. New dentist programs to promote camaraderie and support to new grads to ten years out. 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 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 57 0 1 7 1 1 1 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Pam Brockhaus 3037406900 8301 E Prentice Ave 400 Greenwood Village CO 80111 Molly Pereira Executive Director 30.00 5.00 X 146496 0 14194 Greg Hill Executive Director (through July 2022) 35.00 5.00 X 119819 0 10651 Pam Brockhaus Chief Financial Officer 55.00 5.00 X 128160 0 13273 Dr Lindsay Compton President 1.00 0.00 X X 14749 0 0 Dr Kevin Patterson Vice President 1.00 0.00 X X 3413 0 0 Dr Carrie Mauterer Editor 1.00 0.00 X X 2000 0 0 Dr Nelle Barr Treasurer 5.00 0.00 X X 2067 0 0 Dr Leah Schulz President-Elect 1.00 0.00 X X 12932 0 0 Dr David Jackson Speaker of the House 1.00 0.00 X X 4001 0 0 Dr Sheena M Schoch Trustee 1.00 0.00 X 5069 0 0 Dr Jacob Mackey Trustee 1.00 0.00 X 1927 0 0 Dr Jeane Schoemaker Trustee 1.00 0.00 X 1000 0 0 Dr Jonathan Boynton Trustee 1.00 0.00 X 3406 0 0 Dr Tim Stacy Trustee 1.00 0.00 X 1000 0 0 Dr Jefferey Lodl Trustee 1.00 0.00 X 1000 0 0 Dr Stacey Robben Trustee 1.00 0.00 X 1574 0 0 Dr Jill Shonka Trustee 1.00 0.00 X 1000 0 0 Dr Allison Lesko Trustee 1.00 0.00 X 0 0 0 Dr Tina Skinner Trustee 1.00 0.00 X 1000 0 0 Kjeld Nelson Trustee 1.00 0.00 X 0 0 0 Dr Amy Rosinksy Trustee 1.00 0.00 X 0 0 0 Dr Nate Kunzman Trustee (through June 2022) 5.00 0.00 X 8476 0 0 Dr Ryan Michelson Trustee (through Nov 2022) 1.00 0.00 X 1000 0 0 460089 0 38118 3 0 1 0 Michael Best Stratagies 2 Riverwood PL N19 W24133 Riverwoo Waukesha WI 531881174 Government relations 199686 Prenticeworx LLC 8 East Broadway STE 600 Salt Lake City UT 84111 IT services 117711 2 55649 55649 Membership income 900099 988175 988175 Endorsement income 541800 284267 254642 29625 Journal income 541800 155205 34020 121185 Rental income 532000 93000 93000 Annual Session 900099 61642 61642 1582289 47076 47076 13645 0 13645 13645 13645 902724 373245 529479 529479 529479 Admin Service revenue 900099 17000 17000 Miscellaneous 900099 4654 4654 21654 2249792 1453133 150810 590200 X 5464 418076 231519 14300 28216 13430 21250 42805 12512 291536 2540 195367 156455 246955 128053 57927 7347 138466 21907 Bad debt 59034 Membership services 56246 Miscellaneous 42590 2191995 112097 676749 197765 44731 36489 24759 926474 698975 688065 227499 1396280 1271199 176455 181847 86028 121426 2693179 2548210 164897 164207 396390 357033 273864 835151 521240 X 1858028 2026970 1858028 2026970 2693179 2548210 57797 111145 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 988175 42805 42805 102381 -59576 693494 488642 204852 227892 210333 17559 5088 5088 227499 Alternative investments 181847 F 181847 X Part X, Line 2: The Association evaluates the effect of uncertain tax positions, if any, and provides for those positions in accordance with provisions of FASB ASC Topic 450, Contingencies . No tax accrual for uncertain tax positions has been recorded as management believes there are no uncertain tax positions. 1 X X 0 0 0 Molly Pereira Executive Director 146496 0 0 0 0 0 12452 0 1742 0 160690 0 0 0 Form 990, Part VI, Section A, line 6 The Organization has the following membership classes: 1. Active member 2. Life member 3. Associate member 4. Retired member 5. Honorary member 6. Student member The Organization is comprised of several units called 'component societies'. Each component society is entitled to one trustee on the organization's governing body. All members in good standing in each respective component society are allowed to vote for the trustee that will represent that respective component society on the board of trustees. Form 990, Part VI, Section A, line 7a The Organization has the following membership classes: 1. Active member 2. Life member 3. Associate member 4. Retired member 5. Honorary member 6. Student member The Organization is comprised of several units called 'component societies'. Each component society is entitled to one trustee on the organization's governing body. All members in good standing in each respective component society are allowed to vote for the trustee that will represent that respective component society on the board of trustees. Form 990, Part VI, Section B, line 11b The finance council delegates the detailed review of the Form 990 to the management of the organization. The Form 990 is provided to all finance council members and board of trustees electronically prior to the return being filed. Form 990, Part VI, Section B, line 12c Members of the board of trustees sign an annual certification affirming whether any conflicts of interest exist. If any conflicts of interest arise during the year the trustees notify the board and recuse themselves from voting on any issue pertaining to the conflict. Form 990, Part VI, Section B, line 15 Compensation for the executive director is negotiated annually by the executive director, the executive committee, and the attorney for the Colorado Dental Association. The executive committee bases the compensation upon the performance of the executive director throughout the prior year. The executive committee compares the negotiated compensation amount with comparable data found in ASAE and other dental-society specific resources for similarly-situated organizations to ensure that the amount is reasonable. Once a contract is negotiated, the executive committee presents the contract to the board of trustees for approval. The Organization maintains the appropriate documentation of how the compensation for the executive director is set. Compensation for other officers and key employees is based upon job performance during the year and limited to funding set aside during the budget process for the purpose of salary increases. Each employee develops a series of goals, benchmarks, and deadlines for the employee to meet during the following year. The performance of the employee is matched against the agreed upon goals to determine the level of performance throughout the year. Based upon the performance level, the supervisor of the employee awards a merit increase (or not) and discusses the results with the employee. During the discussion, goals are set for the next evaluation period. The Organization compares the compensation levels to data found in ASAE and other dental-society specific resources for reasonableness. The budget that includes the merit increases for the other key employees is approved by the finance council and the board of trustees. All staff salaries are reviewed during the budget process by the executive committee. The Organization maintains the appropriate documentation of how the compensation levels are set for the other officers and key employees. Form 990, Part VI, Section C, line 19 At the Organization's discretion, it makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part IX, line 11g Consulting 66,957. Real estate sales commission 53,357. Advocacy 171,222. CDA LLC 8301 E Prentice Ave 400 Greenwood Village CO 80111 461465400 Rentals CO 576104 466618 Colorado Dental Association Colorado Dental Association Foundation 8301 E Prentice Ave 400 Greenwood Village CO 80111 841167295 Education CO 501(c)(1) Line 7 Colorado Dental Association 1 CDA Political Action Committee 8301 E Prentice Ave 400 Greenwood Village CO 80111 521145874 Lobbying CO 501(c)(1) Colorado Dental Association 1 Colorado Dental Small Donor Political Action Committee 8301 E Prentice Ave 400 Greenwood Village CO 80111 462867142 Lobbying CO 501(c)(1) Colorado Dental Association 1 CDA Enterprises Inc 8301 E Prentice Ave 400 Greenwood Village CO 80111 841189714 Product Sales CO Colorado Dental Association C 70909 122573 1.00000 1 Colorado Dental Supply Company 8301 E Prentice Ave 400 Greenwood Village CO 80111 872768482 Dental Supplies CO Colorado Dental Association C 2461 5015 1.00000 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 Colorado Dental Supply Company Q 2000 Cash paid CDA Enterprises Inc Q 15000 Cash paid CDA LLC K 93000 Cash paid