Civic Intelligence

American Association for Dental Research

EIN 54-1790185 • 501(c)3 • Alexandria, VA

Profile

To advance research and increase knowledge for the improvement of oral health.to support and represent the oral health research community.to facilitate the communication and application of research findings.

1619 Duke StreetAlexandria, VA 22314-3406

www.aadronline.org

Siviq Scores

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

Liabilities / Assets

47th percentile

0.14x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.61x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

60th percentile

8.9%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$570,837

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-26%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$11,079,556

Up $1,102,654 (+11%) from 2023

Liabilities

Up

$1,599,906

Up $499,735 (+45%) from 2023

Net Assets

Up

$9,479,650

Up $602,919 (+6.8%) from 2023

Revenue

Down

$2,622,891

Down $907,994 (-26%) from 2023

Expenses

Down

$2,390,672

Down $1,237,564 (-34%) from 2023

Net Income

Up

$232,219

Up $329,570 (+339%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $6,187,973Liabilities 2010: $480,963Net Assets 2010: $5,707,0102010Assets 2011: $6,271,809Liabilities 2011: $620,061Net Assets 2011: $5,651,7482011Assets 2012: $6,972,379Liabilities 2012: $683,283Net Assets 2012: $6,289,0962012Assets 2013: $8,412,467Liabilities 2013: $765,527Net Assets 2013: $7,646,9402013Assets 2014: $8,163,334Liabilities 2014: $530,333Net Assets 2014: $7,633,0012014Assets 2015: $8,683,803Liabilities 2015: $924,522Net Assets 2015: $7,759,2812015Assets 2016: $8,803,938Liabilities 2016: $632,200Net Assets 2016: $8,171,7382016Assets 2017: $10,588,085Liabilities 2017: $1,080,726Net Assets 2017: $9,507,3592017Assets 2018: $8,976,173Liabilities 2018: $581,474Net Assets 2018: $8,394,6992018Assets 2019: $10,275,759Liabilities 2019: $727,879Net Assets 2019: $9,547,8802019Assets 2020: $10,515,204Liabilities 2020: $1,035,147Net Assets 2020: $9,480,0572020Assets 2021: $11,695,623Liabilities 2021: $940,069Net Assets 2021: $10,755,5542021Assets 2022: $9,539,943Liabilities 2022: $1,376,713Net Assets 2022: $8,163,2302022Assets 2023: $9,976,902Liabilities 2023: $1,100,171Net Assets 2023: $8,876,7312023Assets 2024: $11,079,556Liabilities 2024: $1,599,906Net Assets 2024: $9,479,6502024

Highlighted filing

2024

Assets$11,079,556
Liabilities$1,599,906
Net Assets$9,479,650

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,124,9372010Expenses 2011: $1,279,4822011Revenue 2012: $2,856,069Expenses 2012: $2,219,093Net Income 2012: $636,9762012Revenue 2013: $2,241,794Expenses 2013: $1,432,766Net Income 2013: $809,0282013Revenue 2014: $2,829,279Expenses 2014: $2,559,214Net Income 2014: $270,0652014Revenue 2015: $2,267,609Expenses 2015: $1,708,106Net Income 2015: $559,5032015Revenue 2016: $2,787,204Expenses 2016: $2,881,802Net Income 2016: -$94,5982016Revenue 2017: $2,228,895Expenses 2017: $1,774,124Net Income 2017: $454,7712017Revenue 2018: $3,221,141Expenses 2018: $3,125,184Net Income 2018: $95,9572018Revenue 2019: $2,522,604Expenses 2019: $2,153,351Net Income 2019: $369,2532019Revenue 2020: $1,382,834Expenses 2020: $2,497,703Net Income 2020: -$1,114,8692020Revenue 2021: $2,300,326Expenses 2021: $2,036,632Net Income 2021: $263,6942021Revenue 2022: $2,740,209Expenses 2022: $3,325,759Net Income 2022: -$585,5502022Revenue 2023: $3,530,885Expenses 2023: $3,628,236Net Income 2023: -$97,3512023Revenue 2024: $2,622,891Expenses 2024: $2,390,672Net Income 2024: $232,2192024

Highlighted filing

2024

Revenue$2,622,891
Expenses$2,390,672
Net Income$232,219

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$1.60$9.48$2.62$2.39$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.98$1.10$8.88$3.53$3.63$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.54$1.38$8.16$2.74$3.33$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.94$10.8$2.30$2.04$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.5$1.04$9.48$1.38$2.50$1.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.73$9.55$2.52$2.15$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.98$0.58$8.39$3.22$3.13$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$1.08$9.51$2.23$1.77$0.45
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.80$0.63$8.17$2.79$2.88$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$0.92$7.76$2.27$1.71$0.56
2014Detailed filing. Detailed filing data is available for this year.$8.16$0.53$7.63$2.83$2.56$0.27
2013Detailed filing. Detailed filing data is available for this year.$8.41$0.77$7.65$2.24$1.43$0.81
2012Summary only. Only limited summary data is available for this year.$6.97$0.68$6.29$2.86$2.22$0.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.27$0.62$5.65$1.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.19$0.48$5.71$2.12
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
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$3,723,843
Mission and Program Overview

Mission

Drive dental, oral and craniofacial research to advance health and well-being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,194,759$8,278,478▼ $1,916,281
Land, Buildings, and Equipment, Net$703,855$566,275▼ $137,580
Prepaid Expenses and Deferred Charges$196,649$175,914▼ $20,735
Pledges and Grants Receivable$15,485$64,900▲ $49,415
Accounts Receivable$64,438$62,893▼ $1,545
Savings and Temporary Cash Investments$64,561$41,168▼ $23,393
Total Assets$11,695,623$9,539,943▼ $2,155,680
Other Assets Total$455,876$350,315▼ $105,561
Liabilities
Other Liabilities$521,325$739,367▲ $218,042
Deferred Revenue$286,201$585,586▲ $299,385
Accounts Payable and Accrued Expenses$132,543$51,760▼ $80,783
Total Liabilities$940,069$1,376,713▲ $436,644
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,275,090$7,605,005▼ $2,670,085
Net Assets With Donor Restrictions$480,464$558,225▲ $77,761
Total Net Assets Fund Balance$10,755,554$8,163,230▼ $2,592,324
Total Liabilities and Net Assets / Fund Balance$11,695,623$9,539,943▼ $2,155,680

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$373,840$759,698$1,133,538
Equipment$192,435$485,278$677,713

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$634,060$148,944▼ $81,827$12,764$688,413
2021$554,267$66,353▲ $25,600$12,160$634,060
2020$501,282$46,555▲ $18,800$12,370$554,267
2019$435,332$53,392▲ $24,933$12,375$501,282
2018$456,152$17,445▼ $1,743$36,522$435,332
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christopher FoxChief Executive OfficerPT$201,415$13,517$214,932
Kourtney SkinnerDirector of Membership & PublicationsPT$51,408$98,457$149,865
J Denise StreszoffChief Operating OfficerPT$89,325$18,685$108,010
L Peter Quinlivan IiChief Finance OfficerPT$87,668$11,191$98,859
Leslie SzejkDirector of MeetingsPT$68,556$16,518$85,074
Sheri HerrenDirector of Strategic ProgramsPT$54,462$12,334$66,796
Makyba Charles-ayindeDirector of Science PolicyPT$51,423$13,032$64,455
Yehuda SugarmanDirector of Government AffairsPT$50,877$11,910$62,787
Jacques NorImmediate Past President-$8,850$8,850$17,700
Efthimia IoannidouVice President-$3,480$3,480$6,960

Board Members and Trustees

NameTitle
Mark HerzbergImmediate Past President
Jane WeintraubPresident
Alexandre VieiraPresident-elect
Brian FosterBoard Member
Joel OxmanBoard Member
Ben ChaffeeMember-at-large
Brenda HeatonMember-at-large
Luciana ShaddoxMember-at-large
Sheila RiggsMember-at-large
Mary FetePatient Advocate
Paige BussanichPatient Advocate
Alexandra HerzogStudent Representative
James Seung Jin JangStudent Representative
Kazune PaxStudent Representative
Ana Bedran-russoTreasurer
Olga BakerTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Everlast ProductionsAudio Visual For Annual Meeting59 SW 12TH AVE UNIT 100, Dania Beach, FL 33004$216,622
Revenue and Support

Revenue Composition

Contributions and Grants
$580,952
Program Service Revenue
$1,413,495
Investment Income
$240,475
Other Revenue
$505,287
All Other Contributions
$580,952
Change in Net Assets
$-585,550

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,701,643
Revenue Not Reported on Financial Statements
$38,566
Revenue Not Reported on Form 990
$-2,006,774
Total Revenue per Audited Statements
$694,869
Total Revenue per Form 990
$2,740,209
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,804,639
Salaries, Compensation, and Employee Benefits$1,281,980
Grants and Similar Amounts Paid$239,140
Total Fundraising Expense$191,665
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$764,329-$3,694$768,023
Other Salaries and Wages$526,896$128,407$53,784$709,087
Current Officers, Directors, Trustees, and Key Employees$312,216$77,899$31,686$421,801
Travel$61,388$103,458$9,422$174,268
Depreciation Depletion$97,081$40,684$9,538$147,303
Grants to Domestic Orgs$121,300--$121,300
Information Technology$74,816$29,447$8,217$112,480
Grants to Domestic Individuals$111,750--$111,750
All Other Expenses$62,303$24,148$4,148$90,599
Fees for Services Lobbying$72,000--$72,000
Payroll Taxes$48,806$15,854$4,418$69,078
Fees for Services Other$59,162-$3,742$62,904
Other Employee Benefits$45,044$7,685$4,443$57,172
Advertising$27,686$1,249$24,899$53,834
Fees for Services Legal$20,043$9,145$23,882$53,070
Office Expenses$37,078$10,861$2,715$50,654
Occupancy$25,975$10,962$3,363$40,300
Fees for Service Investment Mgmnt Fees-$38,566-$38,566
Fees for Services Accounting-$33,415-$33,415
Pension Plan Contributions$15,958$6,912$1,972$24,842
Insurance$15,758$5,122$1,742$22,622
Foreign Grants$6,090--$6,090
Other Expenses$10,020$3,547-$3,547
Total Functional Expenses$2,585,332$548,762$191,665$3,325,759

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,325,759
Expenses per Audited Statements$3,287,193
Total Expenses per Audited Statements$3,287,193
Expenses Not Reported on Financial Statements$38,566
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation for National Institutes of Health (fnih)North Bethesda, MD501(c)(3)Support of Fnih$75,000
Ucla School of DentistryLos Angeles, CA501(c)(3)Aadocr Anne D. Haffajee Fellowship$10,000
University of Mississippi Medical CenterJackson, MS501(c)(3)Aadocr Procter & Gamble Underrepresented Faculty Research Fellowship$10,000
Trustees of Indiana UniversityIndianapolis, IN501(c)(3)Aadocr Student Research Fellowships$8,400

International Summary

Offices
0
Employees
6
Spending
$96,565

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Program ServicesEditors of Dental Research Journal02$47,925
North AmericaProgram ServicesEditors of Dental Research Journals02$24,850
South AmericaProgram ServicesAssociate Editors of Dental Research Journal02$17,700
East Asia and the PacificMeeting Registration for Recipients Located in Region-00$2,820
Europe (including Iceland & Greenland)Meeting Registration for Recipients Located in Region-00$2,180
North America - Canada and Mexico, But Not the United StatesMeeting Registration for Recipients Located in Region-00$1,090
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
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Payable$350,315
Due to Iadr$299,052
Refundable Advances$90,000
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The association is organized as a non-profit corporation with members.

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

The vice-president and treasurer shall be elected from among the active members by ballot of the membership. The incumbent president-elect and vice-president shall be advanced automatically to the next higher office at the end of their then-current terms of office.

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

A proposed amendment to the constitution may be presented at any annual meeting of the council, and thereupon becomes a special order of business for a vote of the membership by mail prior to the succeeding annual general session.

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

The chief finance officer and ceo/board secretary review the 990 prior to presenting it to the performance monitoring and audit committee for review and approval. Once approved, an electronic copy is made available to the full board. The ceo/board secretary then authorizes the electronic filing of the return.

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

The standard of behavior at the association is that all staff and board members scrupulously avoid conflicts of interest between the interests of the associations, on the one hand, and personal, professional, and business interests on the other. This includes avoiding potential and actual conflicts of interest, as well as perceptions of conflicts of interest. At least annually, each employee and board member is required to complete and sign a conflict of interest statement disclosing all potential conflicts. In the course of meetings or activities, the board member is required to disclose any interest in a transaction or decision where they (including their business or other non-profit affiliations), thier family and/or their significant other, employer, or close associates will receive a benefit or gain. The board then decides whether the member with a conflict must recuse themselves from that particular discussion or decision.

Form 990, Part VI, Section B, Line 15A

At every december joint boards meeting of aadocr and iadr, there is a performance review of the ceo with the boards of both associations. After the meeting, the board operations committees of iadr and aadocr provide written performance appraisals to the ceo and agree to performance goals for the following year. Based on the performance appraisal as well as other factors, including the overall fiscal health of the associations, the inflation rate in the washington dc area, and benchmarking of salaries to ceos of similar organizations, the board operations committees agree to a compensation package.

Form 990, Part VI, Section C, Line 19

The organization's constitution and bylaws, conflict of interest policy, and financial statements are available on our web site. Copies of our form 990 are available upon request.

Filing and Contact Details

Filer

Filer Name
American Association for Dental Oral
EIN
54-1790185
Phone
7035480066
Address
1619 DUKE STREET, ALEXANDRIA, VA 22314-3406

Signing Officer

Name
Christopher H Fox
Title
CEO
Phone
7032998089
Signed
2023-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher H Fox
Formed
1995
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
11
Employees
26
Volunteers
227

Preparer

Firm
Councilor Buchanan & Mitchell Pc
Address
7910 WOODMONT AVE STE 500, BETHESDA, MD 20814
Preparer
Mark Thomas
Phone
3019860600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The performance monitoring and audit committee is responsible for reviewing and approving the external audit firm selection process as recommended by the ceo and selecting the external audit firm on the recommendation of the ceo; reviewing the external audit report annually, evaluating findings, and assessing recommendations submitted by the ceo in response to findings; briefing the board on external audit findings and recommending action by the ceo and the board in response to these findings; and monitoring the implementation of actions taken in response to external audit report. This process has not changed from prior year.

Financial Statement Notes

PART V, LINE 4:

The quasi-endowment board designated funds are generally intended to provide awards to qualified individuals. The permanent endowment of the aadocr is intended to support academic and scientific development, award achievements in scientific excellence, and support programs that further the mission of aadocr.

PART X, LINE 2:

The association requires that a tax position be recognized or derecognized based on a "more-likely-than-not" threshold. This applies to tax positions taken in a tax return. The association does not believe its financial statements include, or reflect, any uncertain tax positions.

Raw XML AppendixShowing 400 of 1,111 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/BooksInCareOfDetail/USAddress/CityNm0ALEXANDRIA
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IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF FINANCE OFFICER
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