2024-07-19T19:19:05-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-01-01 390965289 WISCONSIN DENTAL ASSOCIATION FOUNDATION INC WISC 4142764520 6737 W WASHINGTON STREET 2360 WEST ALLIS WI 53214 MARK SPIEGELHOFF EXECUTIVE DIRECTOR 4142764520 2024-07-18 1 MARK SPIEGELHOFF 999009999 1 LAURA SCHWEITZER CPA P01760010 6086628600 2024-07-18 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z MARK SPIEGELHOFF 6737 W WASHINGTON STREET 2360 WEST ALLIS WI 53214 442719 0 X WWW.WDA.ORG/WDA-FOUNDATION X 1957 WI THE WISCONSIN DENTAL ASSOCIATION FOUNDATION IS COMMITTED TO IMPROVING THE ORAL HEALTH AND OVERALL WELL-BEING OF WISCONSIN RESIDENTS WHILE SUPPORTING THE NEEDS OF THE DENTAL COMMUNITY. 13 13 4 1108 0 0 204343 279585 0 0 192197 150324 -8480 -4945 388060 424964 91751 90414 0 0 151431 112831 0 0 0 61760 239979 304942 443224 83118 -18260 3672316 4081196 15115 6387 3657201 4074809 THE WISCONSIN DENTAL ASSOCIATION FOUNDATION IS COMMITTED TO IMPROVING THE ORAL HEALTH AND OVERALL WELL-BEING OF WISCONSIN RESIDENTS WHILE SUPPORTING THE NEEDS OF THE DENTAL COMMUNITY. 0 0 190101 0 THE MISSION OF MERCY PROGRAM BRINGS DENTISTS, DENTAL TEAM MEMBERS AND VOLUNTEERS FROM ACROSS THE STATE TOGETHER TO TREAT IMMEDIATE DENTAL NEEDS, RELIEVE INDIVIDUALS OF PAIN AND RID THEM OF INFECTION SO THEY CAN FOCUS ON "STARTING OVER" WITH PREVENTATIVE CARE. THE 2023 MISSION OF MERCY PROVIDED FREE DENTAL CARE TO UNINSURED, LOW INCOME INDIVIDUALS OVER A TWO-DAY PERIOD VALUED AT $844,705. 72687 0 DONATED DENTAL SERVICES FOCUSES ON RESTORING THE DENTAL HEALTH OF INDIVIDUALS UNABLE TO AFFORD DENTAL CARE DUE TO A LIMITED INCOME THAT IS LINKED TO PERMANENT DISABILITY, CHRONIC ILLNESS OR ADVANCED AGE. IN 2023, THIS PROGRAM PROVIDED DENTAL SERVICES VALUED AT $187,588 FOR DENTAL TREATMENT. 97756 90414 THE ANNUAL GRANT PROGRAM EXTENDS THE WDA FOUNDATION'S REACH THROUGHOUT THE STATE, AWARDING GRANTS TO SUPPORT NONPROFIT DENTAL CLINICS AND PROGRAMS WHILE THE SMILE PROGRAM PROVIDES UNDERPRIVILEGED CHILDREN, ADULTS AND SENIORS WITH THE SUPPLIES NEEDED TO PUT THEM ON THE RIGHT TRACK FOR GOOD ORAL HEALTH. IN ADDITION, THE SCHOLARSHIP PROGRAM ENHANCES EDUCATIONAL OPPORTUNITIES BY AWARDING SCHOLARSHIPS TO DENTAL AND DENTAL HYGIENE STUDENTS IN THE STATE OF WISCONSIN. 360544 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X ABBY SWETS 4147554102 6737 W WASHINGTON ST STE 2360 WEST ALLIS WI 53214 DR TOM NOCKERTS PRESIDENT 3.00 X X 0 0 0 DR TIM DURTSCHE VICE PRESIDENT/DIRECTOR 1.00 X X 0 0 0 DR CHRISTINE TEMPAS TREASURER 3.00 X X 0 0 0 MR MARK PAGET SECRETARY 3.00 X X 0 0 0 DR JAMES MORGENROTH IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 DR BILL HUTCHINSON DIRECTOR 1.00 X 0 0 0 DR SUSAN CABLE DIRECTOR 1.00 X 0 0 0 DR JOHN SADOWSKI DIRECTOR 1.00 X 0 0 0 DR RUBA KHADER DIRECTOR 1.00 X 0 0 0 DR HENRY WENGELEWSKI JR DIRECTOR 1.00 X 0 0 0 DR RICK MUELLER DIRECTOR 1.00 X 0 0 0 DR ALICIA MALAK DIRECTOR 1.00 X 0 0 0 MR BLAINE ATWATER DIRECTOR AT-LARGE 1.00 X 0 0 0 MR MICHAEL BALL DIRECTOR AT-LARGE 1.00 X 0 0 0 VICTORIA BOHMAN EXECUTIVE DIRECTOR 32.00 X 32780 0 19992 MARK SPIEGELHOFF EXECUTIVE DIRECTOR 37.50 X 15655 0 4031 48435 0 24023 0 0 0 0 0 15400 264185 39954 279585 150324 150324 11700 15400 16834 -5134 -5134 1110 921 189 189 424964 0 0 145379 63414 63414 27000 27000 72458 35504 36954 31554 25319 6235 1829 651 1178 767 767 6223 2904 3319 10860 10860 12468 12468 34342 30119 4223 5304 4804 500 31309 29410 1899 67582 64932 2650 3384 2833 551 241 241 340 271 69 1471 1339 132 PROGRAM EVENT EXPENSES 69846 69613 233 VOLUNTEER RECOGNITION 2291 2291 REGISTRATION 541 140 401 443224 360544 82680 0 13022 11546 21013 80033 15989 28738 32256 25322 26616 5281 16998 16998 346 0 3563074 3930276 3672316 4081196 6160 6387 8955 0 15115 6387 X 3320166 3808230 337035 266579 3657201 4074809 3672316 4081196 -18260 435868 0 X 0 1 X 1 0 X 229573 212899 169246 204343 279585 1095646 229573 212899 169246 204343 279585 1095646 2581 1093065 110378 121178 201219 192197 150324 775296 1870942 33142 0.58420 0.55910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16998 16998 0 0 1930145 435868 1064026 17755 1517649 412496 12468 12468 424964 1512537 1064026 17755 1081781 430756 12468 12468 443224 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 17,755. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 17,755. GOLF OUTING 27100 15400 11700 5587 7233 4014 27100 15400 11700 5587 7233 4014 16834 -5134 1 AFFORDABLE DENTAL CARE INC 2110 FORDEM AVE SUITE 200 MADISON WI 53704 271995048 501(C)(3) 7500 0 DENTAL SUPPLIES WAUKESHA COUNTY COMMUNITY DENTAL CLINIC INC 210 NW BARSTOW ST APT 305 WAUKESHA WI 53188 300436162 501(C)(3) 7500 0 DENTAL SUPPLIES DOOR COUNTY MEMORIAL HOSPITAL FOUNDATION INC 228 S 18TH AVENUE STURGEON BAY WI 54235 391649104 501(C)(3) 7500 0 DENTAL SUPPLIES TRI-COUNTY DENTAL COMMUNITY DENTAL CLINIC INC 9 TRI-PARK WAY APPLETON WI 54914 470862462 501(C)(3) 7500 0 DENTAL SUPPLIES CHIPPEWA VALLEY TECHNICAL COLLEGE FOUNDATION INC 620 WEST CLAIREMONT AVENUE EAU CLAIRE WI 54701 391233557 501(C)(3) 7224 0 DENTAL SUPPLIES 5 0 EDUCATIONAL SCHOLARSHIPS FOR DENTAL STUDENTS - MUSOD 5 25000 EDUCATIONAL SCHOLARSHIPS FOR DENTAL HYGIENE STUDENTS 4 2000 PART I, LINE 2: THE FOUNDATION HAS A SET OF CRITERIA BY WITH GRANT AND SCHOLARSHIP FUNDING DECISIONS ARE MADE. A POOL OF FUNDS FOR GRANTS IS DETERMINED BASED UPON A PERCENTAGE OF UNRESTRICTED ASSETS AND IS BUILT INTO THE BUDGET. THE FOUNDATION FINANCE AND ALLOCATION COMMITTEE REVIEW THE GRANT APPLICATIONS AND MAKE FUNDING RECOMMENDATIONS THAT ARE REVIEWED AND APPROVED BY THE FULL FOUNDATION BOARD OF DIRECTORS. THE SCHOLARSHIP COMMITTEE REVIEWS APPLICANTS AND MAKES RECOMMENDATIONS TO MUSOD. DOCUMENTS FROM THESE MEETINGS AND MEETING MINUTES ARE MAINTAINED. X 1196 7313 FMV X 10 30591 FMV X PLASTIC FLOOR PROTECTION FILM 1 2004 FMV X BUCKET RAFFLE PRIZE 1 46 FMV 0 0 0 PART I, COLUMN (B): ITEM COUNT IS BEING RECORDED. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE IS COMPRISED OF BOARD OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FOUNDATION EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE FOLLOWING COMPLETION OF THE TAX RETURN, AFTER THAT REVIEW AND ANY NECESSARY ADJUSTMENT, THE DRAFT FORM 990 IS SHARED WITH THE BOARD TO BE REVIEWED. THE RETURN IS REVIEWED WITH THE BOARD BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTOR AND KEY EMPLOYEES ARE ASKED AT EACH MEETING IF THEY HAVE A CONFLICT WITH ANY ISSUE ON THE AGENDA. IF ANY CONFLICT ARISES, THE MATTER IS DISCUSSED WITH THE POTENTIALLY CONFLICTED PERSON, ALL FACTS ARE GATHERED AND THE PERSON THEN LEAVES SO THE REMAINING BOARD CAN DISCUSS AND VOTE ON IF A POTENTIAL CONFLICT EXISTS. THE BOARD THEN DETERMINES WHAT ACTION IS IN THE BEST INTEREST OF THE FOUNDATION. ALL DISCUSSION AND VOTES ARE RECORDED IN THE MEETING MINUTES. OFFICERS AND BOARD MEMBERS ARE REQUIRED TO ANNUALLY SIGN A STATEMENT REGARDING THEIR UNDERSTANDING AND COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR SALARY IS DETERMINED THROUGH THE BUDGET PROCESS. COMPARABLE WAGE DATA IS OBTAINED FROM AN INDEPENDENT FIRM SPECIALIZING IN HUMAN RESOURCES AND THE SALARY IS LATER APPROVED BY THE BOARD OF DIRECTORS IN CONJUNCTION WITH THE APPROVAL OF THE ANNUAL BUDGET. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST.