Civic Intelligence

Wisconsin Dental Association Foundation Inc

EIN 39-0965289 • 501(c)3 • West Allis, WI

Profile

Support dental health care initiatives to improve oral health care of disadvantaged residents throughout the state of wisconsin.

6737 W Washington Street 2360West Allis, WI 53214

www.wda.org/WDA-FOUNDATION

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

78th percentile

27%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$100,895

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 23.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

0.4%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$4,081,196

Up $408,880 (+11%) from 2022

Liabilities

Down

$6,387

Down $8,728 (-58%) from 2022

Net Assets

Up

$4,074,809

Up $417,608 (+11%) from 2022

Revenue

Up

$424,964

Up $36,904 (+9.5%) from 2022

Expenses

Up

$443,224

Up $138,282 (+45%) from 2022

Net Income

Down

-$18,260

Down $101,378 (-122%) from 2022

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,149,840Liabilities 2010: $9,489Net Assets 2010: $2,140,3512010Assets 2011: $2,234,807Liabilities 2011: $9,852Net Assets 2011: $2,224,9552011Assets 2012: $2,395,791Liabilities 2012: $21,195Net Assets 2012: $2,374,5962012Assets 2013: $2,769,899Liabilities 2013: $27,661Net Assets 2013: $2,742,2382013Assets 2014: $2,901,946Liabilities 2014: $11,805Net Assets 2014: $2,890,1412014Assets 2015: $2,858,990Liabilities 2015: $33,926Net Assets 2015: $2,825,0642015Assets 2016: $2,959,297Liabilities 2016: $14,335Net Assets 2016: $2,944,9622016Assets 2017: $3,298,296Liabilities 2017: $9,776Net Assets 2017: $3,288,5202017Assets 2018: $3,028,618Liabilities 2018: $12,333Net Assets 2018: $3,016,2852018Assets 2019: $3,469,980Liabilities 2019: $13,103Net Assets 2019: $3,456,8772019Assets 2020: $3,691,307Liabilities 2020: $11,205Net Assets 2020: $3,680,1022020Assets 2021: $4,185,925Liabilities 2021: $8,368Net Assets 2021: $4,177,5572021Assets 2022: $3,672,316Liabilities 2022: $15,115Net Assets 2022: $3,657,2012022Assets 2023: $4,081,196Liabilities 2023: $6,387Net Assets 2023: $4,074,8092023

Latest loaded filing

2023

Assets$4,081,196
Liabilities$6,387
Net Assets$4,074,809

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $353,9932010Expenses 2011: $381,3982011Expenses 2012: $444,3052012Revenue 2013: $541,093Expenses 2013: $371,256Net Income 2013: $169,8372013Revenue 2014: $481,758Expenses 2014: $397,735Net Income 2014: $84,0232014Revenue 2015: $427,707Expenses 2015: $364,373Net Income 2015: $63,3342015Revenue 2016: $406,312Expenses 2016: $395,962Net Income 2016: $10,3502016Revenue 2017: $409,754Expenses 2017: $262,861Net Income 2017: $146,8932017Revenue 2018: $428,652Expenses 2018: $402,527Net Income 2018: $26,1252018Revenue 2019: $333,798Expenses 2019: $257,651Net Income 2019: $76,1472019Revenue 2020: $334,051Expenses 2020: $263,788Net Income 2020: $70,2632020Revenue 2021: $367,273Expenses 2021: $290,804Net Income 2021: $76,4692021Revenue 2022: $388,060Expenses 2022: $304,942Net Income 2022: $83,1182022Revenue 2023: $424,964Expenses 2023: $443,224Net Income 2023: -$18,2602023

Latest loaded filing

2023

Revenue$424,964
Expenses$443,224
Net Income-$18,260

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.01$4.07$0.42$0.44$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.02$3.66$0.39$0.30$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.01$4.18$0.37$0.29$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.01$3.68$0.33$0.26$0.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.01$3.46$0.33$0.26$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.01$3.02$0.43$0.40$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.30$0.01$3.29$0.41$0.26$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.96$0.01$2.94$0.41$0.40$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.86$0.03$2.83$0.43$0.36$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.90$0.01$2.89$0.48$0.40$0.08
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.77$0.03$2.74$0.54$0.37$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.02$2.37$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.01$2.22$0.38
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.01$2.14$0.35
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Gross Receipts
$396,540
Mission and Program Overview

Mission

Support dental health care initiatives to improve oral health care of disadvantaged residents throughout the state of wisconsin.

Support health care initiatives to improve oral health care of disadvantaged residents throughout the state of wisconsin while also supporting the needs of the dental community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,214,371$3,563,074▲ $348,703
Accounts Receivable$21,306$32,256▲ $10,950
Prepaid Expenses and Deferred Charges$26,147$26,616▲ $469
Savings and Temporary Cash Investments$105,934$21,013▼ $84,921
Pledges and Grants Receivable$23,358$15,989▼ $7,369
Cash and Non-Interest-Bearing Accounts$792,595$13,022▼ $779,573
Land, Buildings, and Equipment, Net$2,214$346▼ $1,868
Total Assets$4,185,925$3,672,316▼ $513,609
Liabilities
Deferred Revenue$0$8,955▲ $8,955
Accounts Payable and Accrued Expenses$8,368$6,160▼ $2,208
Total Liabilities$8,368$15,115▲ $6,747
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,833,376$3,320,166▼ $513,210
Net Assets With Donor Restrictions$344,181$337,035▼ $7,146
Total Net Assets Fund Balance$4,177,557$3,657,201▼ $520,356
Total Liabilities and Net Assets / Fund Balance$4,185,925$3,672,316▼ $513,609

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$346$16,652$16,998
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Victoria BohmanExecutive DirectorPT$50,416$26,465$76,881

Board Members and Trustees

NameTitle
Dr James MorgenrothImmediate Past President
Dr Tom NockertsPresident
Dr Bill HutchinsonDirector
Dr Henry Wengelewski JrDirector
Dr John SadowskiDirector
Dr Ruba KhaderDirector
Dr Susan CableDirector
Dr Tim DurtscheDirector
Mr Blaine AtwaterDirector At-large
Mr Michael BallDirector At-large
Mr Mark PagetSecretary
Dr Christine TempasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$204,343
Program Service Revenue
$0
Investment Income
$192,197
Other Revenue
$-8,480
All Other Contributions
$204,343
Change in Net Assets
$83,118

Audited Revenue Reconciliation

Revenue per Audited Statements
$375,515
Revenue Not Reported on Financial Statements
$12,545
Revenue Not Reported on Form 990
$-571,509
Total Revenue per Audited Statements
$-195,994
Total Revenue per Form 990
$388,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$151,431
Grants and Similar Amounts Paid$91,751
Other Expenses$61,760
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$15,259$61,622-$76,881
Grants to Domestic Orgs$61,751--$61,751
Other Salaries and Wages$45,687$14,366-$60,053
Grants to Domestic Individuals$30,000--$30,000
Fees for Service Investment Mgmnt Fees-$13,625-$13,625
Fees for Services Accounting-$10,453-$10,453
Office Expenses$6,562$3,730-$10,292
Payroll Taxes$5,792$3,858-$9,650
Occupancy$3,630$5,982-$9,612
Fees for Services Other$7,019$2,255-$9,274
Other Employee Benefits$70$4,686-$4,756
Insurance$1,413$665-$2,078
Travel$1,888--$1,888
Depreciation Depletion-$1,868-$1,868
Conferences and Meetings$977--$977
Advertising-$500-$500
Other Expenses$140$146-$140
All Other Expenses-$100-$100
Pension Plan Contributions$91--$91
Total Functional Expenses$181,086$123,856$0$304,942

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$324,362
Total Expenses per Form 990$304,942
Expenses per Audited Statements$292,397
Expenses Not Reported on Form 990$31,965
Expenses Not Reported on Financial Statements$12,545
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,194
Gaming Direct Expenses$1,286
Fundraising Gross Income$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 emailed to the board prior to the spring board meeting so that it can be reviewed. The form 990 is reviewed at the meeting with a member of the accounting firm with the entire board before it is 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.

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 2022

Form 990, Part VI, Section C, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Wisconsin Dental Association
EIN
39-0965289
Phone
4142764520
Address
6737 W WASHINGTON STREET 2360, WEST ALLIS, WI 53214

Signing Officer

Name
Mark Paget
Title
Secretary
Phone
4142764520
Signed
2023-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vicki Bohman
Formed
1957
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
429

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Laura Schweitzer CPA
Phone
6086628600
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 8,480.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expenses 8,480.

Raw XML AppendixShowing 400 of 488 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.

Path#Value
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IRS990/ActivityOrMissionDesc0SUPPORT HEALTH CARE INITIATIVES TO IMPROVE ORAL HEALTH CARE OF DISADVANTAGED RESIDENTS THROUGHOUT THE STATE OF WISCONSIN WHILE ALSO SUPPORTING THE NEEDS OF THE DENTAL COMMUNITY.
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IRS990/Form990PartVIISectionAGrp/PersonNm3DR JAMES MORGENROTH
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt07194
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt01286
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt030000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt030000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt061751
IRS990/GrantsToDomesticOrgsGrp/TotalAmt061751
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0396540
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0665
IRS990/InsuranceGrp/ProgramServicesAmt01413
IRS990/InsuranceGrp/TotalAmt02078
IRS990/InvestmentIncomeGrp/ExclusionAmt0192197
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0192197
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03214371
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03563074
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016652
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02214
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0346
IRS990/LandBldgEquipCostOrOtherBssAmt016998
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT HEALTH CARE INITIATIVES TO IMPROVE ORAL HEALTH CARE OF DISADVANTAGED RESIDENTS THROUGHOUT THE STATE OF WISCONSIN WHILE ALSO SUPPORTING THE NEEDS OF THE DENTAL COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04177557
IRS990/NetAssetsOrFundBalancesEOYAmt03657201
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-7194
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-7194
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0-1286
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0-1286
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-603474
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03833376
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03320166
IRS990/NoncashContributionsAmt0735
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05982
IRS990/OccupancyGrp/ProgramServicesAmt03630
IRS990/OccupancyGrp/TotalAmt09612
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03730
IRS990/OfficeExpensesGrp/ProgramServicesAmt06562
IRS990/OfficeExpensesGrp/TotalAmt010292
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04686
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt070
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04756
IRS990/OtherExpensesGrp/Desc0VOLUNTEER RECOGNITION
IRS990/OtherExpensesGrp/Desc1REGISTRATION
IRS990/OtherExpensesGrp/Desc2PROGRAM EVENT EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0146
IRS990/OtherExpensesGrp/ProgramServicesAmt0807
IRS990/OtherExpensesGrp/ProgramServicesAmt1140
IRS990/OtherExpensesGrp/TotalAmt0807
IRS990/OtherExpensesGrp/TotalAmt1146
IRS990/OtherExpensesGrp/TotalAmt2140
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014366
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt045687
IRS990/OtherSalariesAndWagesGrp/TotalAmt060053
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03858
IRS990/PayrollTaxesGrp/ProgramServicesAmt05792
IRS990/PayrollTaxesGrp/TotalAmt09650
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt091
IRS990/PensionPlanContributionsGrp/TotalAmt091
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt023358
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt015989
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026147
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026616
IRS990/PrincipalOfficerNm0VICKI BOHMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0MISSION OF MERCY PROGRAM - PROVIDED FREE DENTAL CARE TO UNINSURED, LOW INCOME INDIVIDUALS VALUED AT OVER A TWO-DAY PERIOD IN - NO EVENT HELD IN 2022.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt040310
IRS990/ProgSrvcAccomActy3Grp/Desc0ENHANCES EDUCATIONAL OPPORTUNITIES BY AWARDING SCHOLARSHIPS TO DENTAL AND DENTAL HYGIENE STUDENTS IN THE STATE OF WISCONSIN AND PROVIDED GRANTS IN SUPPORT OF STATEWIDE COMMUNITY DENTAL HEALTH PROJECTS AND CLINICS WHERE DENTAL CARE IS PROVIDED TO THE LOW INCOME POPULATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt092151
IRS990/ProgSrvcAccomActy3Grp/GrantAmt091751
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0169246
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt087841
IRS990/PYInvestmentIncomeAmt0201219
IRS990/PYOtherExpensesAmt066392
IRS990/PYOtherRevenueAmt0-3192
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt076469
IRS990/PYSalariesCompEmpBnftPaidAmt0136571
IRS990/PYTotalExpensesAmt0290804
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0367273
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt083118
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105934
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0204343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0169246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0212899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0229573
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0282882
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01098943
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0192197
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0201219
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0121178
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0110378
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0147559
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0772531
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt047442
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55910
IRS990ScheduleA/PublicSupportPY170Pct00.55360
IRS990ScheduleA/PublicSupportTotal170Amt01046372
IRS990ScheduleA/SubstantialContributorsTotAmt052571
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0204343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0169246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0212899
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0229573
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0282882
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01098943
IRS990ScheduleA/TotalSupportAmt01871474
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt023485
IRS990ScheduleD/DonatedServicesUseFcltsAmt023485
IRS990ScheduleD/ExpensesNotReportedAmt031965
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012545
IRS990ScheduleD/ExpensesSubtotalAmt0292397
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012545
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012545
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-603474
IRS990ScheduleD/OtherExpensesIncludedAmt08480
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0346
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt016652
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016998
IRS990ScheduleD/OtherRevenueAmt08480
IRS990ScheduleD/RevenueNotReportedAmt0-571509
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012545
IRS990ScheduleD/RevenueSubtotalAmt0375515
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 8,480.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 8,480.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0346
IRS990ScheduleD/TotalExpensesPerForm990Amt0304942
IRS990ScheduleD/TotalRevenuePerForm990Amt0388060
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-195994
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0324362
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt02500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt127500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EDUCATIONAL SCHOLARSHIPS FOR DENTAL HYGIENE STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EDUCATIONAL SCHOLARSHIPS FOR DENTAL STUDENTS MUSOD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt16
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXECUTIVE COMMITTEE IS COMPRISED OF BOARD OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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 EMAILED TO THE BOARD PRIOR TO THE SPRING BOARD MEETING SO THAT IT CAN BE REVIEWED. THE FORM 990 IS REVIEWED AT THE MEETING WITH A MEMBER OF THE ACCOUNTING FIRM WITH THE ENTIRE BOARD BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS, DIRECTOR AND KEY EMPLOYEES ARE ASKED AT EACH MEETING IF THEY HAVE A CONFLICT WITH ANY ISSUE ON THE AGENDA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 2022
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19

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