2024-10-23T11:54:39-05:00 2023-12-31 362170602 WARADY & DAVIS LLP 1717 DEERFIELD RD SUITE 300S DEERFIELD IL 60015 990 2023-01-01 363541073 AMERICAN ACADEMY OF PERIODONTOLOGY AMER 3125733214 737 N MICHIGAN AVE 800 CHICAGO IL 60611 ERIN O'DONNELL DOTZLER EXECUTIVE DIRECTOR 3125733214 2024-10-21 1 1 CHRISTOPHER STRAUB P01278490 8472679600 2024-10-21 2023 2024-10-15 13:58:12Z STEPHEN MERAW 737 N MICHIGAN AVE 800 CHICAGO IL 60611 12232280 0 X WWW.PERIO.ORG X 1914 IL TO CHAMPION MEMBER SUCCESS AND PROFESSIONAL PARTNERSHIPS FOR OPTIMAL PATIENT HEALTH AND QUALITY OF LIFE. 26 23 40 174 593898 399087 887510 874250 7806871 8042754 271384 306916 1696251 1627249 10662016 10851169 397027 136395 0 0 4261926 4598655 0 0 0 5935652 6371133 10594605 11106183 67411 -255014 22243680 23193471 6069634 5323272 16174046 17870199 X TO CHAMPION MEMBER SUCCESS AND PROFESSIONAL PARTNERSHIPS FOR OPTIMAL PATIENT HEALTH AND QUALITY OF LIFE. 0 0 ANNUAL MEETING: THE YEARLY MEETING WAS HELD IN AUSTIN, TEXAS FROM NOVEMBER 9 TO NOVEMBER 12, 2023. WITH APPROXIMATELY 4,166 ATTENDEES, THIS MEETING REVOLVED AROUND PRESENTATION OF CURRENT RESEARCH FINDINGS IN VARIOUS AREAS OF PERIODONTICS. CONTINUING EDUCATION COURSES ARE CONDUCTED EVERY YEAR TO KEEP PERIODONTISTS CURRENT WITH SCIENTIFIC ADVANCES AND TREATMENT INNOVATIONS. AN EXHIBIT HALL PROVIDES INFORMATION ON NEW PRODUCTS AVAILABLE TO HELP PERIODONTISTS AND OTHER DENTAL PROFESSIONALS STAY IN TUNE WITH NEW AND ADVANCED TECHNOLOGY, WHICH IN TURN HELPS IMPROVE THE HEALTH OF THE GENERAL PUBLIC. PUBLICATIONS: CONTAIN SCIENTIFIC AND CLINICAL INFORMATION CONCERNING PERIODONTOLOGY AND OTHER PRACTICE MANAGEMENT AND PATIENT EDUCATION MATERIAL. THE JOURNAL OF PERIODONTOLOGY (JOP) IS ISSUED MONTHLY, BOTH DOMESTICALLY AND INTERNATIONALLY. THE JOP HAD APPROXIMATELY 6,128 MEMBER SUBSCRIBERS, 54 NON-MEMBER SUBSCRIBERS AND 6,966 INSTITUTIONAL SUBSCRIBERS. CLINICAL ADVANCES IN PERIODONTICS (CAP) IS A JOURNAL ISSUED QUARTERLY TO ALL JOP SUBSCRIBERS AS A BUNDLED SUBSCRIPTION (WITH THE JOP).PERIOSPECTIVES IS A QUARTERLY MEMBER MAGAZINE.ALL THREE, DUE TO ADVERTISING, ARE SOURCES OF UNRELATED BUSINESS INCOME AS REPORTED ON THE 990-T. COMMITTEES AND WORKSHOPS: THE AAP HOLDS AND ATTENDS VARIOUS WORKSHOPS FOR EDUCATORS AND STUDENTS IN THE PERIODONTAL FIELD.IN-SERVICE EXAM, GIVEN EACH SPRING, IS USED BY PROGRAMS DIRECTORS AND STUDENTS TO EVALUATE THEIR OVERALL LEARNING ACQUISITION AND CONTENT-BASED STRENGTHS AND DEVELOPMENTAL AREAS.LUNCH 'N LEARN PROGRAMS ARE USED BY EDUCATORS IN VARIOUS SCHOOLS TO ENCOURAGE THE BEST AND BRIGHTEST DENTAL STUDENTS TO APPLY TO POSTDOCTORAL PERIODONTAL PROGRAMS.AWARDS, GIVEN ANNUALLY, ARE THE STUDENT AWARD AND OUTSTANDING TEACHING AND MENTORING AWARD. APPROXIMATELY 104 STUDENT AWARDS AND 47 OUTSTANDING TEACHING AND MENTORING AWARDS ARE DISTRIBUTED. THESE ARE GIVEN TO TOP PARTICIPANTS IN SCHOOLING PROGRAMS. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 50 0 40 1 1 1 0 0 0 0 0 0 0 X 26 23 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ADA MA 3125733214 737 N MICHIGAN AVE 800 CHICAGO IL 60611 ERIN O'DONNELL-DOTZLER EXECUTIVE DIRECTOR 40.00 X 425103 0 53015 SUT MAN MA CHIEF FINANCIAL OFFICER 40.00 X 181371 0 35037 MEGAN O DEMPSEY DEPUTY EXECUTIVE DIRECTOR 40.00 X 206941 0 37125 MARY KATE GOSS EXEC. STRATEGIST, COMM., SCIENCE & ORGANIZ. GROWTH 40.00 X 153881 0 32368 KEN COZZONE DIRECTOR OF INFO. TECHNOLO 40.00 X 163193 0 24102 JULIE DAW MANAGING EDITOR, SCIENTIFIC PUBLICATIONS 40.00 X 129928 0 22974 MICHELLE WEIL DIRECTOR, PROFESSIONAL RELATIONS 40.00 X 125665 0 19390 QI GUAN CONTROLLER 40.00 X 122301 0 21186 STEPHEN MERAW PRESIDENT/PRESIDENT ELECT THRU 11/23 15.00 X X 83824 0 0 DAVID OKANO PAST PRESIDENT/PRESIDENT THRU 11/23 28.00 X X 84630 0 0 CHRISTOPHER RICHARDSON PAST PRESIDENT THRU 11/23 8.00 X X 0 0 0 MARIA GEISINGER PRESIDENT ELECT/VICE PRES. THRU 11/23T 8.00 X X 18538 0 0 ANA BECIL GIGLIO VICE PRESIDENT/SEC-TREAS THRU 11/23 8.00 X X 0 0 0 KRISTI SOILEAU SECRETARY TREASURER/TRUSTEE DISTRICT 5 THRU 11/23 0.50 X 0 0 0 DAVID GOTTLIEB TRUSTEE DISTRICT 1 0.50 X 0 0 0 JAMES SPIVEY TRUSTEE DISTRICT 1 0.50 X 0 0 0 JOSEPH FIORELLINI TRUSTEE DISTRICT 2 0.50 X 0 0 0 MARK REYNOLDS TRUSTEE DISTRICT 2 0.50 X 0 0 0 CHARLES MCBRAYER TRUSTEE DISTRICT 3 0.50 X 0 0 0 CECIL WHITE JR TRUSTEE DISTRICT 3 0.50 X 0 0 0 SAYWARD DUGGAN TRUSTEE DISTRICT 3 0.50 X 0 0 0 WALTER COLON TRUSTEE DISTRICT 3 0.50 X 0 0 0 CATHERINE BISHOP TRUSTEE DISTRICT 4 0.50 X 0 0 0 GEORGE MANDELARIS TRUSTEE DISTRICT 4 0.50 X 0 0 0 HOM-LAY WANG TRUSTEE DISTRICT 4 0.50 X 0 0 0 KIRK NORAIAN TRUSTEE DISTRICT 4 THROUGH 11/23 0.50 X 0 0 0 BRAD CRUMP TRUSTEE DISTRICT 5 0.50 X 0 0 0 NATALIE FROST TRUSTEE DISTRICT 5 0.50 X 0 0 0 KATHLEEN STAMBAUGH TRUSTEE DISTRICT 6 0.50 X 0 0 0 RICHARD NAGY TRUSTEE DISTRICT 6 0.50 X 0 0 0 MICHAEL ARZOUMAN TRUSTEE DISTRICT 6 0.50 X 0 0 0 PERRY KLOKKEVOLD TRUSTEE DISTRICT 6 0.50 X 0 0 0 P KEVIN CHEN TRUSTEE DISTRICT 6 THRU 11/23 0.50 X 0 0 0 CONSTANTINE PAVLAKOS TRUSTEE DISTRICT 7 0.50 X 0 0 0 GIORGIO DIVINCENZO TRUSTEE DISTRICT 7 0.50 X 0 0 0 ALEXANDRA TSIGARIDA TRUSTEE DISTRICT 7 0.50 X 0 0 0 JOHN H WILSON TRUSTEE DISTRICT 8 0.50 X 0 0 0 1695375 0 245197 11 0 1 0 0 874250 874250 DUES 900099 4535449 4535449 CONFERENCES AND PROGRAMS 900099 2599345 2488791 110554 JOURNALS (JOP AND CAP) 541800 850000 424616 425384 NEWSLETTER 541800 57960 57960 8042754 312361 312361 1618675 1618675 51062 44464 6598 6598 6598 1304671 1310116 -5445 -5445 -5445 28507 26531 1976 1976 10851169 7457430 593898 1925591 X 104250 32145 1149287 2623536 199340 366550 259942 99954 32020 37392 2159475 1331 307821 46720 689289 1265335 185754 87428 UNRELATED BUSINESS INCO 132469 EQUIP. RENTAL AND MAINT 766054 PRINTING AND PUBLICATIO 351902 BANK AND CREDIT CARD FE 196363 11826 11106183 3884993 2856880 132603 163875 50840 59543 330670 376404 2026608 1496074 534365 530534 14605213 16288988 2704996 2917247 22243680 23193471 1157566 443334 2207399 2119502 2704669 2760436 6069634 5323272 X 16046480 17742633 127566 127566 16174046 17870199 22243680 23193471 -255014 1951167 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 564847 543794 21053 723428 555094 168334 738333 397186 341147 530534 DUE FROM AFFILIATE 257139 OPERATING LEASE RIGHT-OF-USE ASSET, NET OF ACCUMULATED AMORTIZATION 2660108 2917247 OPERATING LEASE LIABILITY 2760436 2760436 X 12852149 1951167 16210 1967377 10884772 37392 -70995 -33603 10851169 11155996 16210 70995 87205 11068791 37392 37392 11106183 PART X, LINE 2: THE ACADEMY HAS ADOPTED THE GUIDANCE IN THE FASB ASC TOPIC ON INCOME TAXES RELATED TO UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING AND DISCLOSING IN THE FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE ASSOCIATION HAS TAKEN OR EXPECTS TO TAKE IN ITS TAX RETURNS. UNDER THE GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS "MORE LIKELY THAN NOT" THAT IT IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION SHOULD BE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH A TAXING AUTHORITY HAVING FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS RETURNS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD-REPORTED ON 990 PART VII, LINE 10B -26,531. RENTAL EXPENSES-REPORTED ON 990 PART VII, LINE 6B -44,464. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD-REPORTED ON 990 PART VII, LINE 10B 26,531. RENTAL EXPENSES-REPORTED ON 990 PART VII, LINE 6B 44,464. 1 AMERICAN ACADEMY OF PERIODONTOLOGY FOUNDATION 737 N MICHIGAN AVE CHICAGO IL 60611 363763801 501(C)(3) 101000 0 GENERAL SUPPORT INTERNATIONAL ASSOCIATION OF DENTAL RESEARCH 1619 DUKE STREET ALEXANDRIA VA 22314 541790186 501(C)(3) 3250 0 2022 AADOCR STUDENT RESEARCH FELLOWSHIP 2 SCHOLARSHIPS - ANNUAL MEETING 29 14500 R. EARL ROBINSON AWARD 1 2000 BALINT ORBAN RESEARCH AWARDS 3 4000 RESEARCH FORUM AWARD - BASIC SCIENCE 1 750 ANNUAL MEETING REGISTRATION FOR BALINT ORBAN FINALISTS WAIVED 8 3477 FMV ANNUAL MEETING REGISTRATION FOR BALINT ORBAN FINALISTS WAIVED NOBEL BIOCARE STUDENT MEMBER SCHOLARSHIP 10 5000 ANNUAL MEETING REGISTRATION FOR EV6 (STUDENT/NEW PERIODONTIST SESSION) SPEAKERS 3 2418 FMV ANNUAL MEETING REGISTRATION FOR EV6 (STUDENT/NEW PERIODONTIST SESSION) SPEAKERS PART I, LINE 2: THE RECIPIENT ORGANIZATION PROVIDES ANNUAL REPORTS, AUDITED FINANCIAL STATEMENTS, AND BUDGETS TO AAP WHICH ARE THEN REVIEWED BY MANAGEMENT TO DETERMINE IF GRANT FUNDS WERE EXPENDED IN ACCORDANCE WITH THE INTENDED PURPOSE. SCHOLARSHIP RECIPIENTS RECEIVE $500 TO COVER EXPENSES OF ATTENDING THE ANNUAL MEETING. OTHER QUALIFIED RECIPIENTS RECEIVE FREE REGISTRATION. X X X X 0 1 0 ERIN O'DONNELL-DOTZLER EXECUTIVE DIRECTOR 415103 0 10000 0 0 0 39334 0 13681 0 478118 0 0 0 SUT MAN MA CHIEF FINANCIAL OFFICER 171371 0 10000 0 0 0 22104 0 12933 0 216408 0 0 0 MEGAN O DEMPSEY DEPUTY EXECUTIVE DIRECTOR 201941 0 5000 0 0 0 23444 0 13681 0 244066 0 0 0 MARY KATE GOSS EXEC. STRATEGIST, COMM., SCIENCE & O 141381 0 12500 0 0 0 21510 0 10858 0 186249 0 0 0 KEN COZZONE DIRECTOR OF INFO. TECHNOLO 155693 0 7500 0 0 0 13041 0 11061 0 187295 0 0 0 JULIE DAW MANAGING EDITOR, SCIENTIFIC PUBLICAT 129928 0 0 0 0 0 12293 0 10681 0 152902 0 0 0 PART I, LINE 3 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY USING FORM 990 OF SIMILAR ORGANIZATIONS, COMPENSATION STUDIES OF AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE), AND SPECIFICATIONS OF THE ORIGINAL WRITTEN CONTRACT. PART I, LINE 4B THE ACADEMY OFFERS A 457(B) PLAN TO THE EXECUTIVE DIRECTOR AND ALL KEY EMPLOYEES WHO REPORT DIRECTLY TO THE EXECUTIVE DIRECTOR AND WILL MATCH 50% OF EMPLOYEE DEFERRALS. THE EXECUTIVE DIRECTOR AND EXECUTIVE STRATEGIST EACH RECEIVED A MATCH OF $6,833. THE CHIEF FINANCIAL OFFICER RECEIVED A MATCH OF $7,500 AND THE DEPUTY EXECUTIVE DIRECTOR RECEIVED A MATCH OF $3,197. FORM 990, PART VI, SECTION A, LINE 3 THE HR FUNCTION HAS BEEN DELEGATED TO AN OUTSIDE PARTY. FORM 990, PART VI, SECTION A, LINE 6 AAP IS A PROFESSIONAL ASSOCIATION CONSISTING OF MEMBERS IN THE FIELD OF PERIODONTOLOGY ACROSS THE GLOBE. FORM 990, PART VI, SECTION A, LINE 7A THE ACADEMY IS GOVERNED BY A BOARD OF TRUSTEES COMPRISED OF FIVE OFFICERS AND OTHER DISTRICT TRUSTEES FROM EIGHT GEOGRAPHICAL DISTRICTS AND THE FEDERAL SERVICES. OFFICERS AND TRUSTEES ARE ELECTED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL ASSEMBLY IS MADE UP OF MEMBERS WHO POSSESS THE POWER TO APPROVE THE ELECTIONS OF THE BOARD OF TRUSTEES (BOT) (GOVERNING BODY). FORM 990, PART VI, SECTION B, LINE 11B THE 990 AND 990-T ARE REVIEWED FIRST BY SENIOR STAFF INCLUDING THE EXECUTIVE DIRECTOR, CFO AND CONTROLLER AND THEN REVIEWED AND APPROVED BY THE AUDIT COMMITTEE. COPIES ARE PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C KEY MANAGEMENT SIGNS A CONFLICT OF INTEREST POLICY. EACH YEAR, BOARD AND COMMITTEE MEMBERS ALSO SIGN A CONFLICT OF INTEREST POLICY. THEY MUST ALSO UPDATE ON EACH CALL OR MEETING IF THERE WERE ANY CHANGES TO THEIR RELATIONSHIPS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES (BOT) RESEARCHES/DOCUMENTS ALL FINDINGS FOR SALARY RANGES FOR THE EXECUTIVE DIRECTOR. USING SALARY SURVEYS AND 990 DOCUMENTS FROM SIMILAR ORGANIZATIONS, THE BOT DETERMINES REASONABLE RANGES. SALARY SURVEYS FOR THE PRESIDENT AND PRESIDENT ELECT ARE COMPILED AND AMOUNTS ARE APPROVED BY THE FINANCE COMMITTEE AND BOT. THE EXECUTIVE DIRECTOR DETERMINES KEY PERSONNEL COMPENSATION WITH CONSULT AND BENCHMARKING PROVIDED BY HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 1,665,668. RECRUITING 6,008. PUBLIC RELATIONS 420,404. HONORARIA 67,395. FORM 990, PART XII, LINE 2C THE ACADEMY HAS A COMMITTEE TO SELECT THE AUDITORS AND REVIEW THE AUDIT AND THE IRS FORM 990. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN ACADEMY OF PERIODONTOLOGY FOUNDATION 737 N MICHIGAN AVE CHICAGO IL 60611 363763801 PHILANTHROPIC IL 501(C)(3) LINE 10 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 AMERICAN ACADEMY OF PERIODONTOLOGY FOUNDATION (AAPF) B 101000 CASH AAPF Q 523227 ACTUAL COSTS AAPF C 47000 CASH AAPF J 28117 ACTUAL RENT PAID