Civic Intelligence

Florida Dental Association Foundation Inc.

990 • Fiscal year 2015 • EIN 59-2019148

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 01, 2016

1111 E Tennessee StTallahassee, FL 32308-6914

(850) 681-3629

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.01x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

50th percentile

0.11x

Higher debt load relative to revenue than 50% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

14th percentile

-20%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

93rd percentile

$274,354

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 87.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

16th percentile

-7.7%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-19%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,319,098

Down $193,181 (-7.7%) from 2014

Net Assets

Down

$2,284,408

Down $210,981 (-8.5%) from 2014

Liabilities

Up

$34,690

Up $17,800 (+105%) from 2014

Revenue

Down

$315,472

Down $74,065 (-19%) from 2014

Expenses

Down

$378,670

Down $156,015 (-29%) from 2014

Net Income

Up

-$63,198

Up $81,950 (+56%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $2,065,035Liabilities 2010: $188,948Net Assets 2010: $1,876,0872010Assets 2011: $2,136,101Liabilities 2011: $19,156Net Assets 2011: $2,116,9452011Assets 2012: $2,246,631Liabilities 2012: $14,479Net Assets 2012: $2,232,1522012Assets 2013: $2,490,093Liabilities 2013: $9,749Net Assets 2013: $2,480,3442013Assets 2014: $2,512,279Liabilities 2014: $16,890Net Assets 2014: $2,495,3892014Assets 2015: $2,319,098Liabilities 2015: $34,690Net Assets 2015: $2,284,4082015Assets 2016: $2,421,080Liabilities 2016: $18,439Net Assets 2016: $2,402,6412016Assets 2017: $2,773,847Liabilities 2017: $32,549Net Assets 2017: $2,741,2982017Assets 2018: $3,061,973Liabilities 2018: $45,268Net Assets 2018: $3,016,7052018Assets 2019: $3,082,186Liabilities 2019: $43,504Net Assets 2019: $3,038,6822019Assets 2020: $3,322,054Liabilities 2020: $310,368Net Assets 2020: $3,011,6862020Assets 2021: $3,842,364Liabilities 2021: $363,124Net Assets 2021: $3,479,2402021Assets 2022: $3,333,960Liabilities 2022: $17,624Net Assets 2022: $3,316,3362022Assets 2023: $3,360,475Liabilities 2023: $4,809Net Assets 2023: $3,355,6662023Assets 2024: $3,855,154Liabilities 2024: $70,992Net Assets 2024: $3,784,1622024Assets 2025: $4,373,990Liabilities 2025: $29,558Net Assets 2025: $4,344,4322025

Highlighted filing

2015

Assets$2,319,098
Liabilities$34,690
Net Assets$2,284,408

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $414,7842010Expenses 2011: $505,9522011Expenses 2012: $205,6612012Expenses 2013: $256,8592013Revenue 2014: $389,537Expenses 2014: $534,685Net Income 2014: -$145,1482014Revenue 2015: $315,472Expenses 2015: $378,670Net Income 2015: -$63,1982015Revenue 2016: $868,012Expenses 2016: $680,451Net Income 2016: $187,5612016Revenue 2017: $856,469Expenses 2017: $632,407Net Income 2017: $224,0622017Revenue 2018: $865,690Expenses 2018: $685,651Net Income 2018: $180,0392018Revenue 2019: $938,704Expenses 2019: $902,650Net Income 2019: $36,0542019Revenue 2020: $328,782Expenses 2020: $342,668Net Income 2020: -$13,8862020Revenue 2021: $383,015Expenses 2021: $427,501Net Income 2021: -$44,4862021Revenue 2022: $1,493,668Expenses 2022: $1,045,848Net Income 2022: $447,8202022Revenue 2023: $745,388Expenses 2023: $1,087,060Net Income 2023: -$341,6722023Revenue 2024: $1,014,550Expenses 2024: $871,310Net Income 2024: $143,2402024Revenue 2025: $1,212,016Expenses 2025: $924,583Net Income 2025: $287,4332025

Highlighted filing

2015

Revenue$315,472
Expenses$378,670
Net Income-$63,198
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 1, 2016
Return Version
2014v6.0
Gross Receipts
$1,017,228
Mission and Program Overview

Mission

The florida dental association foundation is the charitable arm of the florida dental association, promoting dental health for all floridians.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,105,665$1,959,211▼ $146,454
Savings and Temporary Cash Investments$307,482$283,880▼ $23,602
Accounts Receivable$2,051$1,327▼ $724
Prepaid Expenses and Deferred Charges$6,333$926▼ $5,407
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,512,279$2,319,098▼ $193,181
Other Assets Total$90,748$73,754▼ $16,994
Liabilities
Deferred Revenue$300$19,500▲ $19,200
Accounts Payable and Accrued Expenses$54$11,777▲ $11,723
Other Liabilities$16,536$3,413▼ $13,123
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$16,890$34,690▲ $17,800
Net Assets / Fund Balance
Unrestricted Net Assets$1,967,389$1,759,055▼ $208,334
Temporarily Rstr Net Assets$415,314$412,667▼ $2,647
Permanently Rstr Net Assets$112,686$112,686→ $0
Total Net Assets Fund Balance$2,495,389$2,284,408▼ $210,981
Total Liabilities and Net Assets / Fund Balance$2,512,279$2,319,098▼ $193,181

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,959,211--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2011$129,920-▼ $2,928--
2010$230,561-▲ $73,442$174,083-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Ralph AttanasiDirector-$30,450$30,450
Rick StevensonDirector-$30,450$30,450
Terry BuckenheimerDirector-$30,000$30,000
Heather DeganDirector of Foundation AffairsFT$13,559$13,559
Gregory GruberCFO (12/8/14 - 6/30/15)PT$13,373$13,373

Board Members and Trustees

NameTitle
James Walton IiiImmediate Past President
David RussellPresident
Robert Payne1st Vice President
Audrey GalkaDirector
Bruce GordyDirector
Carol StewartDirector
Harry FutrellDirector
Karen BuckenheimerDirector
Kim JerniganDirector
Leo CullinanDirector
Lewis WalkerDirector
Nancy HavensDirector
Natalie CarrDirector
Nolan AllenDirector
Robert FerrisDirector
Andrew James EasonCEO
Jack MooreCFO (7/1/14 - 12/7/14)
Russell PaytonCOO
C WILLIAM D'AIUTOSecretary
Idalia LastraTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$136,348
Program Service Revenue
$0
Investment Income
$179,124
Other Revenue
$0
All Other Contributions
$115,255
Change in Net Assets
$-63,198

Audited Revenue Reconciliation

Revenue per Audited Statements
$315,472
Revenue Not Reported on Form 990
$-23,536
Total Revenue per Audited Statements
$291,936
Total Revenue per Form 990
$315,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$130,472
Salaries, Compensation, and Employee Benefits$129,548
Grants and Similar Amounts Paid$118,650
Total Fundraising Expense$81,389
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$32,387$64,774$32,387$129,548
Grants to Domestic Orgs$110,000--$110,000
Office Expenses-$21,421$8,691$30,112
Advertising--$20,194$20,194
Travel$2,186$11,796$5,055$19,037
Fees for Services Accounting-$8,700-$8,700
Grants to Domestic Individuals$8,650--$8,650
Fees for Services Other--$2,083$2,083
Conferences and Meetings-$1,861-$1,861
Other Expenses$34,645$410$479$410
Information Technology-$296-$296
Insurance-$155-$155
Total Functional Expenses$187,868$109,413$81,389$378,670

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$502,917
Expenses per Audited Statements$378,670
Total Expenses per Form 990$378,670
Expenses Not Reported on Form 990$124,247
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dental Lifeline NetworkDenver, CO501(c)(3)Financial Support$35,000
More Health IncTampa, FL501(c)(3)Financial Support$25,000
Alachua County Medical Foundation IncGainesville, FL501(c)(3)Financial Support$7,000
Dental Care Access Foundation IncOrlando, FL501(c)(3)Financial Support$7,000
Acorn ClinicBrooker, FL501(c)(3)Financial Support$6,000
Barnabas Center IncFernandina Beach, FL501(c)(3)Financial Support$6,000
Chapman PartnershipMiami, FL501(c)(3)Financial Support$6,000
Neighborhood Health Clinic IncNaples, FL501(c)(3)Financial Support$6,000
West Jax OutreachJacksonville, FL501(c)(3)Financial Support$6,000
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
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Karen BuckenheimerOn Board of DirectorsGrantNo$25,000

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payables$3,413
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI: GOVERANCE, MANAGEMENT, AND DISCLOSURE

Section a, line 2 terry and karen buckheimer are both board members and married.

PART VI: GOVERNANCE, MANAGEMENT, AND DISCLOSURE

SECTION B, LINE 11 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.

PART VI: GOVERNANCE, MANAGEMENT, AND DISCLOSURE

Section b, line 12c the foundation via its conflict of 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 also there is a verbal reminder at each meeting and included on the agenda. All board members sign/date a written statement that either lists any business interests they are involved with related banks or organizations, etc that could potentially be a conflict of interest or note that they don't have any conflicts and sign and date the statement ( examples of banks, other business organizations who deal with the foundation are provided to the board members as examples, etc).

PART VI: GOVERNANCE, MANAGEMENT, AND DISCLOSURE

Section b, line 15b the executive director was hired utlitizing a third-party search service and beginning fye 6/30/14 merces consulting company compared employees' wages to comparable jobs in comparable non-profit associations by size, etc 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.

PART VI: GOVERNANCE, MANAGEMENT, AND DISCLOSURE

Section c, line 19 the organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Florida Dental Association Foundation Inc
EIN
59-2019148
In Care Of
% GREGORY W GRUBER
Phone
8506813629
Address
1111 E TENNESSEE ST, TALLAHASSEE, FL 32308-6914

Signing Officer

Name
Gregory W Gruber
Title
CFO
Phone
8506813629
Signed
2016-04-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory W Gruber
Formed
1980
Legal Domicile
Fl
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
1,800

Preparer

Firm
Thomas Howell Ferguson PA
Address
2615 Centennial Blvd Suite 200, Tallahassee, FL 32308
Preparer
Deborah L Leonard
Phone
8506688100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

With few exceptions, the foundation is no longer subject to examinations by major tax jurisdictions for years ended june 30, 2011 and prior.

PART XI LINE 2D:

In-kind revenue: $ 124,247.

PART XII LINE 2D:

In-kind expenses: $ 124,427.

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IRS990/Form990PartVIISectionAGrp/PersonNm1TERRY BUCKENHEIMER
IRS990/Form990PartVIISectionAGrp/PersonNm2NOLAN ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm3KIM JERNIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm4RALPH ATTANASI
IRS990/Form990PartVIISectionAGrp/PersonNm5NATALIE CARR
IRS990/Form990PartVIISectionAGrp/PersonNm6RICK STEVENSON
IRS990/Form990PartVIISectionAGrp/PersonNm7BRUCE GORDY
IRS990/Form990PartVIISectionAGrp/PersonNm8KAREN BUCKENHEIMER
IRS990/Form990PartVIISectionAGrp/PersonNm9HARRY FUTRELL
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm12C WILLIAM D'AIUTO
IRS990/Form990PartVIISectionAGrp/PersonNm13IDALIA LASTRA
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBERT FERRIS
IRS990/Form990PartVIISectionAGrp/PersonNm15CAROL STEWART
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IRS990/Form990PartVIISectionAGrp/PersonNm17LEO CULLINAN
IRS990/Form990PartVIISectionAGrp/PersonNm18AUDREY GALKA
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IRS990/Form990PartVIISectionAGrp/PersonNm20JACK MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm21JAMES WALTON III
IRS990/Form990PartVIISectionAGrp/PersonNm22GREGORY GRUBER
IRS990/Form990PartVIISectionAGrp/PersonNm23HEATHER DEGAN
IRS990/Form990PartVIISectionAGrp/PersonNm24RUSSELL PAYTON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24171755
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt111ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO (7/1/14 - 12/7/14)
IRS990/Form990PartVIISectionAGrp/TitleTxt21IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22CFO (12/8/14 - 6/30/15)
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF FOUNDATION AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt24COO
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IRS990/FormationYr01980
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IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt059657
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IRS990/InsuranceGrp/ManagementAndGeneralAmt0155
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IRS990/MissionDesc0THE FLORIDA DENTAL ASSOCIATION FOUNDATION IS THE CHARITABLE ARM OF THE FLORIDA DENTAL ASSOCIATION, PROMOTING DENTAL HEALTH FOR ALL FLORIDIANS.
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1SPONSORSHIPS
IRS990/OtherExpensesGrp/Desc2AWARDS
IRS990/OtherExpensesGrp/Desc3FEES& LICENSES
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IRS990/OtherExpensesGrp/FundraisingAmt1479
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0410
IRS990/OtherExpensesGrp/ProgramServicesAmt034645
IRS990/OtherExpensesGrp/TotalAmt034645
IRS990/OtherExpensesGrp/TotalAmt112500
IRS990/OtherExpensesGrp/TotalAmt2479
IRS990/OtherExpensesGrp/TotalAmt3410
IRS990/OtherLiabilitiesGrp/BOYAmt016536
IRS990/OtherLiabilitiesGrp/EOYAmt03413
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt032387
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt064774

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.37$0.03$4.34$1.21$0.92$0.29
2024Detailed filing. Detailed filing data is available for this year.$3.86$0.07$3.78$1.01$0.87$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.75$1.09$0.34
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.02$3.32$1.49$1.05$0.45
2021Detailed filing. Detailed filing data is available for this year.$3.84$0.36$3.48$0.38$0.43$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.32$0.31$3.01$0.33$0.34$0.01
2019Summary only. Only limited summary data is available for this year.$3.08$0.04$3.04$0.94$0.90$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.06$0.05$3.02$0.87$0.69$0.18
2017Detailed filing. Detailed filing data is available for this year.$2.77$0.03$2.74$0.86$0.63$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.02$2.40$0.87$0.68$0.19
2015Detailed filing. Detailed filing data is available for this year.$2.32$0.03$2.28$0.32$0.38$0.06
2014Summary only. Only limited summary data is available for this year.$2.51$0.02$2.50$0.39$0.53$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.49$0.01$2.48$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.01$2.23$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.02$2.12$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.19$1.88$0.41