2024-05-13T13:46:35-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2022-07-01 363468143 AMERICAN DENTAL HYGIENIST ASSOCIATION INSTITUTE FOR ORAL HEALTH AMER 3124408900 444 NORTH MICHIGAN AVE 400 CHICAGO IL 60611 JENNIFER HILL INTERIM CEO 3124408900 2024-05-06 1 JENNIFER HILL 999009999 1 DAVID LOWENTHAL P00378651 3122071040 2024-05-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER HILL 444 NORTH MICHIGAN AVE 400 CHICAGO IL 60611 229122 0 X WWW.ADHA.ORG X 1986 IL TO PROMOTE THE PROFESSION OF DENTAL HYGIENE THROUGH SCHOLARSHIPS, RESEARCH AND COMMUNITY SERVICE GRANTS THAT ARE OFFERED TO LICENSED DENTAL HYGIENISTS AND DENTAL HYGIENE STUDENTS. 5 3 0 20 0 0 188252 224150 0 0 -2320 2385 -12863 2587 173069 229122 179150 24714 0 0 86741 100654 0 0 24257 37202 12128 303093 137496 -130024 91626 934739 986514 67121 27270 867618 959244 TO PROMOTE THE PROFESSION OF DENTAL HYGIENE THROUGH SCHOLARSHIPS, RESEARCH AND COMMUNITY SERVICE GRANTS THAT ARE OFFERED TO LICENSED DENTAL HYGIENISTS AND DENTAL HYGIENE STUDENTS. 0 0 81080 24714 0 THE ADHA INSTITUTE SCHOLARSHIP PROGRAM EXISTS PRIMARILY TO HELP STUDENTS IN THEIR SECOND YEAR OR ABOVE OF DENTAL HYGIENE SCHOOL TO MEET THEIR FINANCIAL NEEDS. ANNUAL SCHOLARSHIPS WITH A LIMIT OF $2,000 ARE DISTRIBUTED IN THE FALL OF EACH YEAR TO AN AVERAGE OF 60-80 STUDENTS (DEPENDENT ON FUNDING). 0 0 0 ADHA INSTITUTE COMMUNITY SERVICE GRANTS ARE AWARDED TO INDIVIDUALS WHO ARE INVOLVED IN SPECIFIC COMMUNITY HEALTH OR RESEARCH PROJECTS THAT PROVIDE MUCH NEEDED ORAL HEALTH CARE AND IMPROVE ACCESS TO CARE FOR UNDERINSURED POPULATIONS. 0 0 0 ADHA INSTITUTE RESEARCH OFFERS FINANCIAL ASSISTANCE TO INDIVIDUALS CONDUCTING RESEARCH IN THE SPECIFIC FIELD OF DENTAL HYGIENE. ADHA INSTITUTE SPONSORED RESEARCH GRANTS TO PROVIDE OPPORTUNITIES TO THOSE WITH VISION AND DISCIPLINE TO DISCOVER EXPANDED AND IMPROVED MEANS OF SERVING THE HEALTH NEEDS OF THE PUBLIC. 81080 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X LOURA COOPER 3124408914 444 N MICHIGAN AVENUE SUITE 400 CHICAGO IL 60611 SHARLEE BURCH PRESIDENT 1.00 2.00 X X 0 25875 0 DAWN ANN DEAN PRESIDENT ELECT 1.00 2.00 X X 0 8625 0 JEANNA SECRIST TREASURER 1.00 2.00 X X 0 1300 0 ERIN HALEY-HITZ DIRECTOR 1.00 2.00 X 0 1300 0 BECKY SMITH DIRECTOR 1.00 2.00 X 0 1300 0 ANN BATTRELL ADHA CEO 5.00 35.00 X 0 449386 33922 LOURA COOPER ADHA DIRECTOR OF FINANCE - BEG 11/22 5.00 35.00 X 0 27977 3404 ISAAC CARPENTER ADHA INTERIM CFO - THRU 10/2022 5.00 35.00 X 0 138880 0 0 654643 37326 0 0 1 0 0 224150 224150 2385 2385 OTHER REVENUE 900099 2587 2587 2587 229122 0 0 4972 24714 24714 100654 56366 20131 24157 3004 3004 2920 2920 2841 2841 100 100 OTHER EXPENSES 3263 3263 137496 81080 32159 24257 138348 199866 722880 725265 0 61383 73511 0 934739 986514 67121 21250 0 6020 67121 27270 X 296435 252304 571183 706940 867618 959244 934739 986514 91626 0 X X 0 1 X 1 0 X X 1 AMERICAN DENTAL HYGIENTISTS' ASSOCIATION 362372371 10 1 24714 0 1 24714 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: AMERICAN DENTAL HYGIENIST ASSOCIATION INSTITUTE FOR ORAL HEALTH CONFIRMED THAT THE SUPPORTED ORGANIZATION, AMERICAN DENTAL HYGIENIST ASSOCIATION, IS A 501(C)(6) TAX EXEMPT ORGANIZATION BY REVIEWING THEIR IRS DETERMINATION LETTER AND ALSO ANNUALLY COMPLETING A PRO FORMA SCHEDULE A, PART III TEST TO CONFIRM THAT ADHA SATISFIES THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2). PART IV, SECTION A, LINE 3C: THE ACTIVITIES OF ADHA IOH ARE PERFORMED IN FURTHERANCE OF THEIR EXEMPT PURPOSE WHICH IS TO PROMOTE THE PROFESSION OF DENTAL HYGIENE THROUGH SCHOLARSHIPS, RESEARCH AND COMMUNITY SERVICE GRANTS THAT ARE OFFERED TO LICENSED DENTAL HYGIENISTS AND DENTAL HYGIENE STUDENTS. THESE ACTIVITIES ARE ALSO IN FURTHERANCE OF THEIR SUPPORTED ORGANIZATION ADHA'S EXEMPT PURPOSE OF ADVANCING THE ART AND SCIENCE OF DENTAL HYGIENE BY ENSURING ACCESS TO QUALITY HEALTH CARE; INCREASING AWARENESS OF THE COST-EFFECTIVE BENEFITS OF PREVENTION; PROMOTING THE HIGHEST STANDARDS OF DENTAL HYGIENE EDUCATION; LICENSURE, PRACTICE AND RESEARCH, AND REPRESENTING THE INTERESTS OF DENTAL HYGIENISTS. ADHA IOH ENSURES THAT ALL SUPPORT PROVIDED TO ADHA IS USED EXCLUSIVELY FOR CHARITABLE PURPOSES BY PEFORMING THESE ACTIVITIES AND FUNCTIONS ON BEHALF OF THEIR OWN MISSION WHICH IN TURN FURTHERS ADHA'S MISSION, AS OPPOSED TO TRANSFERRING FUNDS TO THE SUPPORTED ORGANIZATION TO PERFORM THESE FUNCTIONS. PART IV, SECTION A, LINE 2: AMERICAN DENTAL HYGIENIST ASSOCIATION INSTITUTE FOR ORAL HEALTH CONFIRMED THAT THE SUPPORTED ORGANIZATION, AMERICAN DENTAL HYGIENIST ASSOCIATION, IS A 501(C)(6) TAX EXEMPT ORGANIZATION BY REVIEWING THEIR IRS DETERMINATION LETTER AND ALSO ANNUALLY COMPLETING A PRO FORMA SCHEDULE A, PART III TEST TO CONFIRM THAT ADHA SATISFIES THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 464510 13431 -13431 464510 464510 6118 6118 464510 464510 1952 1952 464510 464510 109 109 464510 464510 235 235 464510 1.00000 0 0 0 DUE TO THE ASSOCIATION 6020 6020 PART V, LINE 4: THE INSTITUTE'S ENDOWMENT CONSISTS OF THREE DONOR-RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THERE ARE NO FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. 1 ALICE HINCHCLIFFE WILLIAMS SCHOLARSHIP-AWARD EXP 2 1500 BOARD DESIGNATED - SCHOLARSHIP-INDV AWARD EXPENSE 8 10021 ESTHER WILKINS ENDOWED SCHOLARSHIP-INDV AWARD EXP 1 1000 IRENE WOODALL SCHOLARSHIP-INDV AWARD EXPENSE 1 1000 JOHNSON & JOHNSON SCHOLARSHIP FUND-INDV AWARD EXP 1 1000 KARLA GIRTS FUND-INDV AWARD EXPENSE 1 2000 ORAL B SCHOLARSHIPS-INDV AWARD EXPENSE 2 2000 SCHOLARSHIP - SIGMA FUND-INDV AWARD EXPENSE 2 2000 TEXAS COMMUNITY SERVICE GRANT-INDV AWARD EXPENSE 2 1964 WILMA E. MOTLEY SCHOLARSHIP-INDV AWARD EXPENSE 2 1500 ROSIE WALL COMMUNITY SPIRIT AWARD - INDV AWARD EXP 1 729 PART I, LINE 2: GRANT FUNDS ARE, IN MOST INSTANCES, DISBURSED DIRECTLY TO THE SCHOOLS FOR TUITION AND ARE MONITORED BY THE INSTITUTE'S BOARD OF DIRECTORS. FINANCIAL DATA IS PROVIDED AS TO THE AMOUNTS AVAILABLE AND BEFORE ANY MONEY IS DISPERSES, IT IS VOTED UPON. 0 0 0 0 0 0 0 0 0 ANN BATTRELL ADHA CEO 0 409386 0 40000 0 0 0 12018 0 21904 0 483308 0 0 PART I, LINE 3 COMPENSATION REVIEW PROCEDURES ARE PERFORMED BY A RELATED ORGANIZATION, AMERICAN DENTAL HYGIENIST ASSOCIATION. ADHA USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS OF AMERICAN DENTAL HYGIENIST ASSOCIATION INSTITUTE FOR ORAL HEALTH MAY BE AMENDED OR REPEALED, IN WHOLE OR IN PART, BY A MAJORITY OF THE VOTE OF THOSE PRESENT AT ANY DULY ORGANIZED MEETING OF THE BOARD OF TRUSTEES OF THE AMERICAN DENTAL HYGIENIST ASSOCIATION (ADHA). FORM 990, PART VI, SECTION B, LINE 11B THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. THE GOVERNING BODY IS PROVIDED A REASONABLE AMOUNT OF TIME TO REVIEW THE RETURN AND ASK ANY QUESTIONS DIRECTLY TO ORGANIZATION MANAGEMENT OR THE CONTACT AT THE INDEPENDENT CPA FIRM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH FISCAL YEAR, ADHA'S BOARD IS COUNSELED ON FIDUCIARY RESPONSIBILITY AND THEIR DUTIES OF CARE, LOYALTY, AND OBEDIENCE. EACH BOARD MEMBER COMPLETES A NEW CONFLICT OF INTEREST STATEMENT, WHICH IS KEPT ON FILE AT CENTRAL OFFICE. ADDITIONALLY, AT THE COMMENCEMENT OF EACH BOARD MEETING, THE PRESIDENT (OR THEIR APPOINTED REPRESENTATIVE), ASK IF ANYTHING HAS CHANGED TO PRESENT A CONFLICT AND PROVIDES THE OPPORTUNITY FOR BOARD MEMBERS TO DISCLOSE ANY CONFLICT OR PERCEIVED CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW PROCEDURES ARE PERFORMED BY A RELATED ORGANIZATION, AMERICAN DENTAL HYGIENIST ASSOCIATION. AT THE CONCLUSION OF EACH FISCAL YEAR, THE EXECUTIVE COMMITTEE COMPLETES THE PREVIOUSLY ADOPTED EVALUATION INSTRUMENT FOR THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE. AFTER ALL THE INPUT OF MEMBERS OF THE COMMITTEE IS COMPLETED, THE EXECUTIVE COMMITTEE DISCUSSES THE EVALUATION WITH THE CEO AND PERFORMANCE OBJECTIVES FOR THE COMING YEAR ARE ESTABLISHED. UPON COMPLETION OF THE EVALUATION PROCESS, THE COMPENSATION COMMITTEE (PRESIDENT, IMMEDIATE PAST PRESIDENT AND TREASURER) MEET WITH THE CEO TO DETERMINE A COMPENSATION PACKAGE THAT IS REFLECTIVE OF ADHA'S FINANCIAL POSITION, MARKET CONDITIONS, AND SALARY SURVEYS FROM ASSOCIATION FORUM OF CHICAGOLAND AND AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES. THE SURVEYS ARE USED TO BENCHMARK A REASONABLE COMPENSATION AMOUNT FOR THE CEO. AN ADDENDUM TO THE CEO'S CONTRACT IS SIGNED BY THE PRESIDENT AND CEO. THE RESULTS OF THE PROCESS ARE DOCUMENTED IN WRITING AND SHARED WITH THE ENTIRE BOARD OF TRUSTEES AT THE FALL BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. AMERICAN DENTAL HYGIENISTS ASSOCIATION 444 N MICHIGAN AVENUE STE 3400 CHICAGO IL 60611 362372371 INDIVIDUAL MEMBERSHIP ASSOCIATION OF DENTAL HYGIENISTS IL 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 AMERICAN DENTAL HYGIENISTS ASSOCIATION Q 6020 ACTUAL EXPENSES