Civic Intelligence

Dental Trade Alliance

EIN 20-1497373 • 501(c)6 • Arlington, VA

Profile

To promote and encourage the development, production, and distribution of equipment and materials for the dental profession, schools, and laboratories to enable the members to perform to the highest degree of useful services for the public health and welfare.

4350 N Fairfax Drive Suite 650Arlington, VA 22203

dentaltradealliance.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.35x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.45x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

59th percentile

7.1%

Higher net margin than 59% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

100th percentile

$331,748

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

56th percentile

7.4%

Faster asset growth than 56% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

40th percentile

3.5%

Faster revenue growth than 40% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,523,665

Up $243,302 (+7.4%) from 2023

Liabilities

Up

$1,231,229

Up $2,857 (+0.2%) from 2023

Net Assets

Up

$2,292,436

Up $240,445 (+12%) from 2023

Revenue

Up

$2,737,461

Up $92,098 (+3.5%) from 2023

Expenses

Up

$2,542,130

Up $103,731 (+4.3%) from 2023

Net Income

Down

$195,331

Down $11,633 (-5.6%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,882,713Liabilities 2011: $1,233,112Net Assets 2011: $649,6012011Assets 2012: $2,160,678Liabilities 2012: $1,399,896Net Assets 2012: $760,7822012Assets 2013: $2,071,908Liabilities 2013: $1,069,547Net Assets 2013: $1,002,3612013Assets 2014: $2,042,927Liabilities 2014: $1,006,315Net Assets 2014: $1,036,6122014Assets 2015: $2,107,824Liabilities 2015: $898,643Net Assets 2015: $1,209,1812015Assets 2016: $1,961,503Liabilities 2016: $801,581Net Assets 2016: $1,159,9222016Assets 2017: $2,070,910Liabilities 2017: $990,550Net Assets 2017: $1,080,3602017Assets 2018: $1,466,492Liabilities 2018: $502,419Net Assets 2018: $964,0732018Assets 2019: $1,543,193Liabilities 2019: $547,398Net Assets 2019: $995,7952019Assets 2020: $1,730,552Liabilities 2020: $698,301Net Assets 2020: $1,032,2512020Assets 2021: $2,302,072Liabilities 2021: $691,269Net Assets 2021: $1,610,8032021Assets 2022: $2,990,930Liabilities 2022: $1,264,111Net Assets 2022: $1,726,8192022Assets 2023: $3,280,363Liabilities 2023: $1,228,372Net Assets 2023: $2,051,9912023Assets 2024: $3,523,665Liabilities 2024: $1,231,229Net Assets 2024: $2,292,4362024

Highlighted filing

2024

Assets$3,523,665
Liabilities$1,231,229
Net Assets$2,292,436

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,881,3992011Expenses 2012: $2,327,9132012Revenue 2013: $2,749,255Expenses 2013: $2,577,961Net Income 2013: $171,2942013Revenue 2014: $2,445,914Expenses 2014: $2,411,837Net Income 2014: $34,0772014Revenue 2015: $2,716,875Expenses 2015: $2,436,414Net Income 2015: $280,4612015Revenue 2016: $2,456,024Expenses 2016: $2,475,708Net Income 2016: -$19,6842016Revenue 2017: $2,400,041Expenses 2017: $2,603,857Net Income 2017: -$203,8162017Revenue 2018: $2,629,957Expenses 2018: $2,434,206Net Income 2018: $195,7512018Revenue 2019: $2,406,925Expenses 2019: $2,513,387Net Income 2019: -$106,4622019Revenue 2020: $1,647,568Expenses 2020: $1,693,066Net Income 2020: -$45,4982020Revenue 2021: $2,684,861Expenses 2021: $1,942,375Net Income 2021: $742,4862021Revenue 2022: $2,544,061Expenses 2022: $2,179,133Net Income 2022: $364,9282022Revenue 2023: $2,645,363Expenses 2023: $2,438,399Net Income 2023: $206,9642023Revenue 2024: $2,737,461Expenses 2024: $2,542,130Net Income 2024: $195,3312024

Highlighted filing

2024

Revenue$2,737,461
Expenses$2,542,130
Net Income$195,331

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$1.23$2.29$2.74$2.54$0.20
2023Summary only. Only limited summary data is available for this year.$3.28$1.23$2.05$2.65$2.44$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$1.26$1.73$2.54$2.18$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.69$1.61$2.68$1.94$0.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.70$1.03$1.65$1.69$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.55$1.00$2.41$2.51$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.50$0.96$2.63$2.43$0.20
2017Summary only. Only limited summary data is available for this year.$2.07$0.99$1.08$2.40$2.60$0.20
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.80$1.16$2.46$2.48$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.90$1.21$2.72$2.44$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.04$1.01$1.04$2.45$2.41$0.03
2013Summary only. Only limited summary data is available for this year.$2.07$1.07$1.00$2.75$2.58$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$1.40$0.76$2.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$1.23$0.65$2.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 1, 2025
Return Version
2024v5.2
Gross Receipts
$2,754,258
Mission and Program Overview

Mission

To promote and encourage the development, production and distribution of equipment and materials for the dental profession, schools and laboratories to enable the members to perform to the highest degree of useful services for the public health and welfare.

Enhance oral health care while driving member success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,032,004$1,998,488▼ $33,516
Cash and Non-Interest-Bearing Accounts$224,688$514,098▲ $289,410
Prepaid Expenses and Deferred Charges$83,524$151,141▲ $67,617
Land, Buildings, and Equipment, Net$72,535$62,231▼ $10,304
Accounts Receivable$20,675$13,934▼ $6,741
Total Assets$3,280,363$3,523,665▲ $243,302
Other Assets Total$846,937$783,773▼ $63,164
Liabilities
Other Liabilities$843,182$783,446▼ $59,736
Deferred Revenue$317,489$357,173▲ $39,684
Accounts Payable and Accrued Expenses$67,701$90,610▲ $22,909
Total Liabilities$1,228,372$1,231,229▲ $2,857
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,051,991$2,292,436▲ $240,445
Total Net Assets Fund Balance$2,051,991$2,292,436▲ $240,445
Total Liabilities and Net Assets / Fund Balance$3,280,363$3,523,665▲ $243,302

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$117,435$117,435
Leasehold Improvements$54,819$33,551$88,370
Equipment$7,412$51,447$58,859
Other Assets Org$42,550--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory ChavezChief Executive OfficerFT$284,032$47,716$331,748
Amy MoormanVice President of OperationsFT$175,845$33,292$209,137

Board Members and Trustees

NameTitle
Ted KehagiasBoard Chair
Sandi HirschChair Elect
Scot AndersenFirst Vice Chair
Katy CohenSecond Vice Chair
Dave SteckDirector
David ArmstrongDirector
Don BellDirector
Eric WenzelDirector
Glen KendrickDirector
Laura DawsonDirector
Linda MillerDirector
Mark TrimmerDirector
Marv NelsonDirector
Matt BernsDirector
Steve DesautelDirector
Tom RichardsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,458,509
Investment Income
$132,752
Other Revenue
$146,200
Change in Net Assets
$195,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,602,112
Salaries, Compensation, and Employee Benefits$940,018
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$714,055
Current Officers, Directors, Trustees, and Key Employees---$540,885
Fees for Services Other---$364,200
Other Salaries and Wages---$247,391
Occupancy---$119,262
Other Employee Benefits---$78,242
Travel---$70,967
Office Expenses---$59,850
Payroll Taxes---$58,650
Fees for Services Legal---$26,422
Fees for Services Lobbying---$15,600
Fees for Services Accounting---$15,188
Pension Plan Contributions---$14,850
Depreciation Depletion---$14,345
Insurance---$13,578
Fees for Service Investment Mgmnt Fees---$11,383
Other Expenses---$4,164
Payments to Affiliates---$533
Total Functional Expenses$0$0$0$2,542,130
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$15,600
Total Nondeductible Lobbying and Political Cost$15,600
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
LT operating lease liability$702,915
ST operating lease liability$72,453
LT finance lease liability$6,495
ST finance lease liability$1,583
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

Per bylaws, there are three categories of membership: regular member, associate member, and honorary member.

Form 990, Part VI, Section A, line 7A

Regular members and associate members have voting rights and are referred to as "members".

Form 990, Part VI, Section A, line 7B

The governing body makes decisions for the organization, however, the members must approve changes in bylaws. The members would receive a proportional share if the organization were to be dissolved.

Form 990, Part VI, Section B, line 11B

Form 990 is reviewed by the board of directors.

Form 990, Part VI, Section B, line 12C

All board members are asked to voluntarily indicate any conflict of interest. If a conflict exists, the board member would recuse from participation in discussion or decision on the specific issue. Any questions about conflict of interest would be considered and determined by the executive committee. If any member thinks another member may have a conflict, that member would submit the issues to the executive committee for review and decision.

Form 990, Part VI, Section B, line 15

Dental Trade Alliance has a compensation committee that was created by the board. Each year the committee obtains an independent analysis of non-profit executive compensation to use in their consideration of the Chief Executive Officer's salary. Annually, this committee also establishes specific criteria upon which any possible bonus is made. The committee meets annually in early December to make their determination. Other staff compensation is determined by the Chief Executive Officer using compensation surveys and a documentation process. This process was most recently completed in 2018.

Form 990, Part VI, Section C, line 19

The Alliance makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Dental Trade Alliance
EIN
20-1497373
Phone
7033797755
Address
4350 N Fairfax Drive Suite 650, Arlington, VA 22203

Signing Officer

Name
Gregory Chavez
Title
CEO
Phone
7033797755
Signed
2025-07-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Chavez
Formed
1942
Legal Domicile
Va
Voting Board Members
18
Independent Board Members
18
Employees
6
Volunteers
0

Preparer

Firm
Kositzka Wicks and Company
Address
4405 Cox Road Suite 200, Glen Allen, VA 23060
Preparer
Jennica Jardine Whitfield CPA
Phone
8048551200
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Other Consulting Fees 125,271. Communications Consulting 35,300. Consulting-Computers 84,587. Consulting-Federal Relations 62,400. Consulting-Regulatory 56,642.

Form 990, Part XII, line 2C

The process of selecting the independent auditors has not changed.

Financial Statement Notes

Part X, Line 2:

Dental Trade Alliance is a nonprofit organization exempt from federal income tax under Internal Revenue Code 501(c)(6) and did not have a liability for income tax for unrelated business income as of December 31, 2024.

Raw XML AppendixShowing 400 of 567 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm14Katy Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm15Tom Richardson
IRS990/Form990PartVIISectionAGrp/PersonNm16Gregory Chavez
IRS990/Form990PartVIISectionAGrp/PersonNm17Amy Moorman
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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chair Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt13First Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt14Second Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Vice President of Operations
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IRS990/MissionDesc0To promote and encourage the development, production, and distribution of equipment and materials for the dental profession, schools, and laboratories to enable the members to perform to the highest degree of useful services for the public health and welfare.
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IRS990/PrincipalOfficerNm0Gregory Chavez
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IRS990/ProgramServiceRevenueGrp/Desc3Intro Dental Learning
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IRS990/ProgSrvcAccomActy2Grp/Desc0The annual meeting provides speakers and educational workshops on important issues in the dental trade industry to promote the quality of the development, production, and distribution of equipment and materials for the profession. About 299 individuals attended the 2024 annual meeting.
IRS990/ProgSrvcAccomActy3Grp/Desc0Membership activities include advocacy and regulatory information and educational opportunities to enable members to provide the highest degree of products and services to improve the health and welfare of people.
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Operating Lease ROU asset
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Finance Lease ROU asset
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Other Assets
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Dental Trade Alliance is a nonprofit organization exempt from federal income tax under Internal Revenue Code 501(c)(6) and did not have a liability for income tax for unrelated business income as of December 31, 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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