2026-05-11T12:58:31-05:00 2025-06-30 061387619 COHEN KAUFMAN & ASSOCIATES LLC 318 NEW HAVEN AVE MILFORD CT 06460 990 2024-07-01 060605831 CONNECTICUT STATE DENTAL ASSOCIATION INC CONN 8603781800 835 WEST QUEEN STREET SOUTHINGTON CT 06489 KATHLENE GERRITY EXECUTIVE DIRECTOR 8603781800 2026-05-05 1 1 BARRY A COHEN CPA P00013012 2038827070 2026-05-05 2024 2025-03-06 01:10:19Z KATHLENE GERRITY 835 WEST QUEEN STREET SOUTHINGTON CT 06489 1713833 0 X WWW.CSDA.COM X 1864 CT THE CONNECTICUT STATE DENTAL ASSOCIATION IS A STATEWIDE, PROFESSIONAL MEMBERSHIP ORGANIZATION REPRESENTING CONNECTICUT LICENSED DENTISTS. CSDA MEMBERS ARE COMMITTED TO PROTECTING THE HEALTH AND WELL-BEING OF PEOPLE OF ALL AGES. THE CSDA WAS ESTABLISHED IN 1864 TO ENSURE THAT PATIENTS RECEIVE THE HIGHEST QUALITY OF CARE FROM DENTAL PROFESSIONALS. WITH A STATEWIDE MEMBERSHIP OF APPROXIMATELY 2,200 MEMBERS, THE CSDA REPRESENTS NEARLY 63% OF ALL LICENSED DENTISTS IN CONNECTICUT. THE CSDA IS THE VOICE OF CONNECTICUT LICENSED DENTIST IN THE LEGISLATURE. IT MAINTAINS A CLEAR AND CONSISTENT MESSAGE THAT DENTISTRY IS HEALTH CARE THAT WORKS. THE CSDA SUPPORTS LEGISLATION THAT PROTECTS THE HIGH QUALITY OF DENTAL CARE THAT CONNECTICUT RESIDENTS RECEIVE. THE CSDA ALSO SPONSORS STATEWIDE PUBLIC OUTREACH PROGRAMS THAT HIGHLIGHT THE IMPORTANCE OF GOOD DENTAL HEALTH FOR PEOPLE OF ALL AGES. 11 11 12 75 98682 0 140000 156220 1193737 1369724 322543 106887 407085 81002 2063365 1713833 0 0 0 0 739952 935722 0 0 0 1190192 1070578 1930144 2006300 133221 -292467 5830977 5888807 892634 1024811 4938343 4863996 THE CONNECTICUT STATE DENTAL ASSOCIATION SUPPORTS THE PROFESSIONAL SUCCESS OF ITS MEMBERS AND ASSISTS THEM IN PROVIDING OPTIMAL CARE TO THEIR PATIENTS. 0 0 CONTINUING EDUCATION PROGRAM & ANNUAL MEETING: THE ASSOCIATION PROVIDED ONGOING EDUCATIONAL COURSES FOR ASSOCIATION MEMBERS TO FURTHER ENHANCE THEIR CURRENT DENTAL TECHNIQUES AND PROCEDURES. THE LARGEST PROGRAM PRODUCED BY THE ASSOCIATION WAS AN ANNUAL MEETING OF DENTISTS AND DENTAL TEAM MEMBERS. THE EVENT PROVIDED CONTINUING EDUCATION, EXHIBITS AND NETWORKING OPPORTUNITIES FOR THE ASSOCIATION'S MEMBERS AND AFFILIATES. PROVIDING ONGOING PROFESSIONAL SUPPORT AND GUIDANCE FOR THE ORGANIZATION'S STATEWIDE MEMBERSHIP OF APPROXIMATELY 2,200 MEMBERS WORKING WITH STATE LEGISLATORS TO PROMOTE PROGRAMS AND POLICIES THAT PROTECT THE HIGH QUALITY OF DENTAL CARE THAT CONNECTICUT RESIDENTS RECEIVE FROM DENTAL PROFESSIONALS PRACTICING IN THE STATE. 0 1 0 1 0 0 0 0 0 1 1 0 1 0 1 1 0 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 26 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT X X KATHLENE GERRITY 8603781800 835 WEST QUEEN STREET SOUTHINGTON CT 06489 NANCY SUMMER LERCH PRESIDENT 2.00 X X 0 0 0 MARIA SMITH PRESIDENT-ELECT 2.00 X X 0 0 0 MARK CLAUSS TREASURER 2.00 X X 0 0 0 JOSEPH MANZELLA VICE PRESIDENT 2.00 X X 0 0 0 DAVID BARTON TRUSTEE 2.00 X 0 0 0 MACKENZIE SCHLEICHER TRUSTEE 2.00 X 0 0 0 ELIZABETH FILBERT TRUSTEE 2.00 X 0 0 0 ALLISON BAYLIS TRUSTEE 2.00 X 0 0 0 BRYANNE CHANDLER TRUSTEE 2.00 X 0 0 0 ROBERT BURSTEIN TRUSTEE 2.00 X 0 0 0 JIEAN HEIFETZ-LI TRUSTEE 2.00 X 0 0 0 R STEVEN HALL JR IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 MICHAEL SAFIAN SPEAKER, HOUSE OF DELEGATES 2.00 X 0 0 0 SATYASHANKARA TADINADA CHIEF EDITOR 2.00 X 0 0 0 KATHLENE GERRITY EXECUTIVE DIRECTOR 40.00 X 206047 0 0 206047 0 0 1 0 1 0 0 156220 156220 CONTINUING EDUCATION & 611430 761555 761555 MEMBERSHIP DUES 900099 509487 509487 ROYALTY INCOME 541800 98682 98682 1369724 106887 106887 PUBLICATION SPONSORSHI 541800 45283 45283 MISCELLANEOUS INCOME 900099 35719 35719 81002 1713833 1352044 98682 106887 197823 579769 85860 72270 30231 26425 44101 85163 257399 59955 24820 SPEAKER HONORIUM 159285 PROFESSIONAL SERVICES 140553 PRINTING AND POSTAGE 60657 MAINTENANCE 36263 145726 2006300 590162 496538 311608 803433 51315 51648 5000 1455516 795418 714753 660098 3891457 3549328 271682 322762 5830977 5888807 604039 98345 254745 254744 671722 33850 0 892634 1024811 X 4938343 4863996 4938343 4863996 5830977 5888807 -292467 218120 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 509487 145000 145000 1074015 565296 508719 22268 18678 3590 214233 211444 2789 660098 FIDELITY 3549328 F 3549328 GRANTS RECEIVABLE 232762 DUE FROM CSDS 90000 322762 X 1931953 218120 218120 1713833 0 1713833 2006300 0 2006300 0 2006300 PART X, LINE 2: THE ORGANIZATION ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) INTERPRETATION NO. 48, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAX", AS CODIFIED IN FASB ASC 740-10, THAT CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE ORGANIZATIONS INCOME TAX RETURNS, THE ORGANIZATIONS INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATIONS OPEN AUDIT PERIODS ARE 2021-2024. THE ORGANIZATION BELIEVES THAT THEIR ESTIMATES OF TAX LIABILITIES ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. X X X 0 0 0 KATHLENE GERRITY EXECUTIVE DIRECTOR 206047 0 0 0 0 0 0 0 0 0 206047 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE CONNECTICUT STATE DENTAL ASSOCIATION INC. ("ASSOCIATION"), IS COMPOSED OF ETHICAL AND REPUTABLE DENTISTS AND OTHER QUALIFIED PERSONS AS FOLLOWS: ACTIVE MEMBER, RETIRED MEMBER, AFFILIATE MEMBER, LIFE MEMBER, STUDENT MEMBERSHIP, HONORARY MEMBER AND AUXILIARY LIFE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF GOVERNORS SHALL CONSIST OF ONE MEMBER FROM EACH OF THE SEVEN DISTRICTS OF THE CSDA, AND THE PRESIDENT, PRESIDENT-ELECT, THE VICE PRESIDENT AND THE TREASURER. FORM 990, PART VI, SECTION B, LINE 11B THE EXTERNAL AUDITORS PREPARE THE FORM 990. THE FORM 990 IS THEN REVIEWED BY THE EXECUTIVE DIRECTOR WHO CROSS REFERENCES ALL FIGURES BACK TO THE ORGANIZATION'S BOOKS AND RECORDS. THE FORM 990 IS THEN DISTRIBUTED TO THE AUDIT COMMITTEE OF THE BOARD OF GOVERNORS FOR REVIEW, COMMENT AND/OR CORRECTION. THE FORM 990 IS THEN PROVIDED TO THE FULL BOARD OF GOVERNORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF CSDA'S BOARD OF GOVERNORS, COUNCIL, COMMITTEE AND TASK FORCE ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM AND DISCLOSE ANY POTENTIAL OR REAL CONFLICTS. IF AN ISSUE IS BROUGHT UP FOR DISCUSSION THAT MAY POSE A CONFLICT FOR A MEMBER OF THE GROUP THAT IS MEETING, AT THE TIME THE MEMBERS ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICT. IF THERE IS A CONFLICT, THE INDIVIDUAL WITH THE CONFLICT ABSTAINS FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION IS DONE ANNUALLY AND INCLUDES PERFORMANCE EVALUATIONS AND BENCHMARKING WITHIN THE ASSOCIATION AND INDUSTRY FOR THE EXECUTIVE DIRECTOR AND ALL STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANZIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AAND FINANCIAL STATEMENTS AVAILABLE BY HARD COPY AT THE OFFICE, LOCATED AT 835 WEST QUEEN STREET; SOUTHINGTON, CT 06489. THE ORGANIZATION'S FORM 990 IS AVAILABLE ON GUIDESTAR. THE HOUSE OF DELEGATES SHALL BE COMPOSED OF MEMBERS CHOSEN FROM THE ACTIVE, RETIRED OR LIFE MEMBERSHIP LISTS OF THE COMPONENT SOCIETIES OF THIS ASSOCIATION. ONE (1) VOTING STUDENT MEMBER SHALL BE CHOSEN BY THE ASDA CHAPTER OF THE UNIVERSITY OF CONNECTICUT SCHOOL OF DENTAL MEDICINE FROM ITS ACTIVE ASDA MEMBERSHIP LIST. EACH COMPONENT SOCIETY OF THIS ASSOCIATION WILL RECIEVE A NUMBER OF DELEGATES EQUIAL TO THEIR TOTAL NUMBER OF VOTING MEMBERS DIVIDED BY FIFTY (50). ANY FRACTIONAL NUMBERS WILL BE ROUNDED UP. THE HOUSE OF DELEGATES SHALL BE COMPOSED OF THE OFFICALLY CERTIFIED DELEGATES FROM EACH COMPONENT SOCIETY AND THE UCONN ASDA CHAPTER. THE APPOINTIVE OFFICERS AND PAST PRESIDENTS OF THE ASSOCIATION SHALL BE EX-OFFICIO MEMBERS OF THE HOUSE WITHOUT THE POWER TO VOTE. A COMPONENT SOCIETY SHALL TAKE ITS NAME FROM THE GEOGRAPHICAL AREA WITHIN WHICH IT IS CHARTERED. IT IS COMPOSED OF DENTISTS WHO EITHER RESIDE, OR ARE EMPLOYED OF PRACTICE WITHIN, THE GEOGRAPHICAL JURISDICTION OF ONE OF THE COMPONENT SOCIETIES. A COMPONENT SOCIETY MAY BE ORGANIZED AND CHARTERED, SUBJECT TO THE APPROVAL OF THE HOUSE OF DELEGATES. FORM 990, PART IV, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE BY HARD COPY AT THE OFFICE WHICH IS LOCATED AT 835 WEST QUEEN STREET, SOUTHINGTON, CT 06489. FORM 990, PART XII, LINE C THE ORGANIZATION HAS NOT CHANGED ANY PROCESS FROM THE PRIOR YEAR. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE FINANCIAL STATEMENT REVIEW PROCESS IS CONSISTENT WITH PRIOR YEARS. CONNECTICUT STATE DENTAL SERVICES LLC 835 W QUEEN STREET SOUTHINGTON CT 06489 882137596 BUSINESS SUPPORT SERVICES FOR THE CONNECTICUT STATE DENTAL ASSOCIATION INC. CT CONNECTICUT STATE DENTAL ASSOCIATION INC C 106815 50030 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0