2025-04-01T08:28:09-05:00 2024-06-30 593186310 THOMAS HOWELL FERGUSON PA 2615 CENTENNIAL BLVD SUITE 200 TALLAHASSEE FL 32308 990 2023-07-01 592019148 FLORIDA DENTAL ASSOCIATION FOUNDATION INC FLOR 8506813629 545 JOHN KNOX ROAD TALLAHASSEE FL 32303 GREGORY GRUBER CFO 8506813629 2025-02-17 1 0 STACEY T KOLKA P01371120 8506688100 2023 2025-03-06 01:10:19Z GREGORY GRUBER 545 JOHN KNOX ROAD TALLAHASSEE FL 32303 1016902 0 X WWW.FLORIDADENTAL.ORG X 1980 FL THE FLORIDA DENTAL ASSOCIATION FOUNDATION IS THE CHARITABLE ARM OF THE FLORIDA DENTAL ASSOCIATION, PROMOTING DENTAL HEALTH FOR ALL FLORIDIANS. 19 19 3 20 0 0 652554 296960 134735 525878 -46140 186592 4239 5120 745388 1014550 418750 89250 0 0 202637 237080 0 0 6242 465673 544980 1087060 871310 -341672 143240 3360475 3855154 4809 70992 3355666 3784162 THE FLORIDA DENTAL ASSOCIATION FOUNDATION IS THE CHARITABLE ARM OF THE FLORIDA DENTAL ASSOCIATION, PROMOTING DENTAL HEALTH FOR ALL FLORIDIANS. 0 0 474962 296960 THE FLORIDA MISSION OF MERCY (FLA-MOM) IS A TWO DAY CLINIC WHICH PROVIDES DENTAL CARE AT NO COST TO THE UNDERSERVED AND UNINSURED IN FLORIDA. THE FLORIDA MISSION OF MERCY IS A FIRST-COME, FIRST-SERVE EVENT WITH A GOAL OF TREATING IN 2,000 PATIENTS IN TWO DAYS. ALONG WITH SPONSORSHIP REVENUE OF $525,878 REPORTED ABOVE, THE CLINIC WAS FUNDED BY CONTRIBUTIONS AND WITH NON-CASH DONATIONS. GRANTS AVAILABLE TO ALL FLORIDA DENTISTS FOR PERSONAL NEEDS IN THE EVENT OF A DISASTER. DISASTER ASSISTANCE ALSO PROVIDED TO DENTISTS IN PUERTO RICO. 214138 90000 DENTAL HEALTH/ EDUCATION PROGRAMS: DENTAL HEALTH AND EDUCATION PROGRAMS INCLUDING CONTRIBUTIONS, HUMANITARIAN AWARD TO HELP IN DENTAL HEALTH PROJECTS AND DENTAL CARE FOR INDIGENT OR UNDERSERVED CHILDREN AND ADULTS. THE DDS PROGRAMS HELP INDIVIDUALS WITH DISABILITIES OR THE ELDERLY OR MEDICALLY FRAGILE AND CANNOT AFFORD OR OTHERWISE ACCESS TREATMENT FOR SEVERE DENTAL CONDITIONS. QUALIFIED PATIENT FILES ARE REVIEWED BY VOLUNTEER DENTISTS WHO ACCEPT OR DECLINE A PATIENT PRIOR TO TREATMENT. PATIENTS ARE THEN TREATED IN THE OFFICE OF THE VOLUNTEER AND THE DDS COORDINATOR ARRANGES FOR SPECIALIST OR LAB SERVICES. 750 231546 750 231546 689850 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 1 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X GREGORY GRUBER 8503507111 545 JOHN KNOX ROAD SUITE 200 TALLAHASSEE FL 32303 RICK STEVENSON PRESIDENT 3.00 X X 0 0 0 TERRY BUCKENHEIMER TREASURER 3.00 X X 0 0 0 NATALIE BUSTILLO DIRECTOR 3.00 X 0 0 0 SHARON COLVIN SECRETARY 3.00 X X 0 0 0 KAREN BUCKENHEIMER DIRECTOR 3.00 X 0 0 0 BRENNA KEVER VICE PRESIDENT 3.00 X X 0 0 0 BETH BURWELL DIRECTOR 3.00 X 0 0 0 IDALIA LASTRA DIRECTOR 3.00 X 0 0 0 ROBERT PAYNE DIRECTOR 3.00 X 0 0 0 JAMES WALTON DIRECTOR 3.00 X 0 0 0 OSCAR MENENDEZ DIRECTOR 3.00 X 0 0 0 NOLAN ALLEN DIRECTOR 3.00 X 0 0 0 ISABEL GARCIA DIRECTOR 3.00 X 0 0 0 BRUCE TANDY DIRECTOR 3.00 X 0 0 0 SANDRA LILO DIRECTOR 3.00 X 0 0 0 STEPHANIE MAZARIEGOS DIRECTOR 3.00 X 0 0 0 SAMIRA MEYMAND DIRECTOR 3.00 X 0 0 0 DANIELLA PEINADO DIRECTOR 3.00 X 0 0 0 GERRI FERRIS DIRECTOR 3.00 X 0 0 0 DREW EASON EXECUTIVE DIRECTOR/CEO 2.00 50.00 X 0 365226 32466 GREG GRUBER COO/CFO 15.00 50.00 X 0 253797 26076 R JAI GILLUM DIRECTOR OF FOUNDATION AFF 35.00 X 0 99303 17478 0 718326 76020 0 0 1 0 0 142148 154812 38385 296960 SPONSORSHIPS-MOM 900099 525878 525878 525878 148618 148618 37974 0 37974 37974 37974 7472 2352 5120 5120 1014550 525878 0 191712 90000 90000 -750 -750 116782 81747 35035 120298 42391 77907 13987 13987 21801 21801 7372 4582 2790 13851 12197 1654 44188 44188 20474 10022 10452 3358 3358 9882 9882 VENUE EXPENSE-MOM 172808 172808 DENTAL SUPPLIES-MOM 99834 99834 FOOD/BEVERAGE-MOM 59030 59030 SUPPLIES-MOM 50341 50341 28054 25775 481 1798 871310 689850 175218 6242 142227 141431 2501 157571 17094 6356 3016231 3368184 182422 181612 3360475 3855154 1740 46279 500 2569 24713 4809 70992 X 2621856 2967447 733810 816715 3355666 3784162 3360475 3855154 143240 285256 0 X 0 1 X 1 0 X 221356 265192 768087 652554 296960 2204149 417226 134735 525878 1077839 221356 265192 1185313 787289 822838 3281988 140771 151987 234735 212763 138520 878776 0 140771 151987 234735 212763 138520 878776 2403212 106402 112898 305385 94271 148618 767574 106402 112898 305385 94271 148618 767574 327758 378090 1490698 881560 971456 4049562 0.59340 0.57580 0.18950 0.18730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 112686 53523 53523 112686 112686 37202 37202 112686 112686 31382 -31382 112686 112686 61150 61150 112686 112686 8864 8864 112686 1.00000 0 0 0 MUTUAL FUNDS 3368184 F 3368184 INTERCOMPANY PAYABLES 24713 24713 X 1475712 285256 195355 480611 995101 21801 -2352 19449 1014550 1047216 195355 2352 197707 849509 21801 21801 871310 PART V, LINE 4: ALL ENDOWMENT FUNDS ARE CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS IN ACCORDANCE WITH DONOR STIPULATIONS. THE FOUNDATION DOES NOT HAVE A FORMALLY ADOPTED ENDOWMENT SPENDING POLICY. THE FOUNDATION'S ENDOWMENT INVESTMENT POLICIES LIMIT ITS INVESTMENTS TO CERTAIN TYPES OF INVESTMENTS AND LIMITS AMOUNTS INVESTED IN ANY ONE FINANCIAL INSTITUTION. THE OVERALL OBJECTIVES OF THE INVESTMENT POLICY ARE PRODUCTION OF SUFFICIENT INCOME TO MEET THE GOALS OF THE ACCOUNT AND TO PROVIDE FOR GROWTH OF ASSETS TO MEET FUTURE OBJECTIVES. PART X, LINE 2: WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY MAJOR TAX JURISDICTIONS FOR YEARS ENDED JUNE 30, 2020 AND PRIOR. PART XI: RECONCILIATION OF REVENUE, LINE 4B FUNDRAISING EXPENSE: -$2,352 FOR TAX RETURN PURPOSES, EXPENSES RELATED TO FUNDRAISING ARE RECORDED ON THE STATEMENT OF REVENUES, PART VIII. FOR AUDITED FINANCIAL STATEMENT PURPOSES, THESE ITEMS ARE INCLUDED IN TOTAL EXPENSES. PART XII: RECONCILIATION OF EXPENSES, LINE 2D FUNDRAISING EXPENSES : $2,352 FOR TAX RETURN PURPOSES, EXPENSES RELATED TO FUNDRAISING ARE RECORDED ON THE STATEMENT OF REVENUES, PART VIII. FOR AUDITED FINANCIAL STATEMENT PURPOSES, THESE ITEMS ARE INCLUDED IN TOTAL EXPENSES. 1 DENTAL LIFELINE NETWORK 1800 15TH ST STE 100 DENVER CO 80202 841533654 501(C)(3) 0 40000 FINANCIAL SUPPORT LAKELAND VOLUNTEERS IN MEDICINE 600 WEST PEACHTREE ST LAKELAND FL 33815 522351630 501(C)(3) 0 20000 FINANCIAL SUPPORT 2 0 PART I, LINE 2: GRANT RECIPIENTS COMPOSE AND SUBMIT A REPORT MIDWAY THROUGH THE TIME THE FUNDS WERE PROPOSED TO BE USED. AN AVERAGE OF ONE YEAR IS THE TIME SPAN FOR EACH GRANT AND AT THE END OF THEIR INTENDED TIME; EACH ORGANIZATION MUST SUBMIT A DETAILED REPORT OF HOW THE AWARDED GRANT WAS USED. IF THE ORGANIZATION FAILS TO SUBMIT THEIR FINAL REPORT, THEY WILL NOT BE CONSIDERED FOR THE NEXT GRANT CYCLE. EACH RECIPIENT MUST CONTINUE TO SUBMIT THEIR QUARTERLY REPORTS FOR THE YEAR. 0 0 0 0 0 0 0 0 0 DREW EASON EXECUTIVE DIRECTOR/CEO 0 341976 0 23250 0 0 0 31770 0 696 0 397692 0 0 GREG GRUBER COO/CFO 0 233047 0 20750 0 0 0 25380 0 696 0 279873 0 0 PART I, LINE 3 COMPENSATION PACKAGES FOR THE CFO AND EXECUTIVE DIRECTOR ARE BASED ON POLICIES AND PROCEDURES ESTABLISHED BY THE FLORIDA DENTAL ASSOCIATION, A RELATED ORGANIZATION. SEE EXPLANATION ON SCHEDULE O, LINE 15 FOR MORE INFORMATION. X 23252 MARKET VALUE X VENUE EXPENSES 14383 0 MARKET VALUE X SUPPLIES 750 0 MARKET VALUE 0 0 0 FORM 990, PART V, LINE 2A: PER IRC SECTION 3121, IF TWO OR MORE RELATED CORPORATIONS CONCURRENTLY EMPLOY THE SAME INDIVIDUAL AND COMPENSATE SUCH INDIVIDUAL THROUGH A COMMON PAYMASTER EACH CORPORATION SHALL BE CONSIDERED TO HAVE PAID AS REMUNERATION TO SUCH INDIVIDUAL ONLY THE AMOUNTS ACTUALLY DISBURSED. FDA'S PROFESSIONAL EMPLOYER ORGANIZATION (PEO) WAS TRINET FOR THE FIRST HAVE OF THE YEAR AND PAYCHEX FOR THE LAST HALF OF THE YEAR. FORM 990, PART VI, SECTION A, LINE 2 TERRY AND KAREN BUCKHEIMER ARE BOTH BOARD MEMBERS AND MARRIED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 AND ACCOMPANYING SCHEDULES ARE PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 AND ACCOMPANYING SCHEDULES ARE REVIEWED BY THE ASSOCIATION'S STAFF FOR ACCURACY. THE FORM 990 AND ACCOMPANYING SCHEDULES ARE THEN SENT TO THE AUDIT COMMITTEE FOR REVIEW AND THEN SENT TO THE BOARD MEMBERS. ALL QUESTIONS AND ISSUES ARE RESOLVED WITH THE INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE CENTER. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION VIA ITS CONFLICT OF INTEREST POLICY PROCEDURE CONTINUOUSLY MONITORS ALL VOTING MEMBERS OF THE GOVERNING BODY AND MEMBERS OF ANY COMMITTEE OR WORK GROUP. THERE IS A WRITTEN REMINDER PROVIDED TO ALL MEMBERS OF FOUNDATION AGENCIES EACH YEAR FOR THEIR FIRST MEETING AS A REFERENCE GUIDE. THEN THERE IS A VERBAL REMINDER AT EACH MEETING AND INCLUDED ON THE AGENDA. ALL BOARD MEMBERS SIGN/DATE A WRITTEN STATEMENT THAT LISTS ANY BUSINESS INTERESTS THEY ARE INVOLVED WITH, SUCH AS RELATED BANKS OR ORGANIZATIONS THAT COULD POTENTIALLY BE A CONFLICT OF INTEREST. BOARD MEMBERS MUST ALSO NOTE THAT THEY DO NOT HAVE ANY CONFLICTS AND SIGN AND DATE THE STATEMENT (EXAMPLES OF BANKS, OTHER BUSINESS ORGANIZATIONS WHO HAVE DEALINGS WITH THE FOUNDATION ARE PROVIDED TO THE BOARD MEMBERS AS EXAMPLES, ETC). FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR WAS HIRED UTILIZING A THIRD-PARTY SEARCH SERVICE AND BEGINNING FYE 6/30/15 ELEMENT ONE CONSULTING COMPANY COMPARED EMPLOYEES' WAGES TO COMPARABLE JOBS IN COMPARABLE NON-PROFIT ASSOCIATIONS AND THE RESULTING PAY INCREASE OR FREEZE WAS BASED ON THIS THIRD PARTY COMPANY'S INDEPENDENT REVIEW AND REVISED EMPLOYEE EVALUATION FORM TO ACCOMPLISH THIS COMPARISON. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS THREE MOST CURRENT YEARS OF FORM 990 AND ITS FORM 1023 AVAILABLE UPON REQUEST. NO OTHER DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. REGULATION SECTION 1.263(A)-1(F) - DE MINIMIS SAFE HARBOR ELECTION TAXPAYER NAME: FLORIDA DENTAL ASSOCIATION FOUNDATION, INC. TAXPAYER ADDRESS: 545 JOHN KNOX ROAD, TALLAHASSEE, FL 32303 TAXPAYER ID NUMBER: 59-2019148 YEAR-END: 06/30/2024 UNDER IRC REGULATION SECTION 1.263(A)-1(F), THE TAXPAYER HEREBY ELECTS TO APPLY THE DE MINIMIS SAFE HARBOR ELECTION. FLORIDA DENTAL ASSOCIATION 545 JOHN KNOX ROAD TALLAHASSEE FL 32303 590615479 BUS ASSOC FL 501(C)(6) N/A 0 FDA SERVICES INC 545 JOHN KNOX ROAD TALLAHASSEE FL 32303 592963601 INS. SALES FL C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 FLORIDA DENTAL ASSOCIATION O 170268 IN-KIND FLORIDA DENTAL ASSOCIATION C 20898 ACTUAL FLORIDA DENTAL ASSOCIATION N 25087 IN-KIND FDA SERVICES INC C 117622 ACTUAL