Civic Intelligence

Colorado Dental Association Foundation

EIN 84-1167295 • 501(c)3 • Greenwood Village, CO

Profile

The primary purpose of the organization is the receiving of grants, donations, and contributions to educate the public about dental health related issues, to find clinics providing dental services at a reduced cost and to fund research.

8301 E Prentice Avenue 400Greenwood Village, CO 80111

www.cdaonline.org/foundation

Siviq Scores

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

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

82nd percentile

0.31x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

96th percentile

$214,056

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 232.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

64th percentile

9.8%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

4.5%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$587,881

Up $52,684 (+9.8%) from 2024

Liabilities

Up

$28,761

Up $5,435 (+23%) from 2024

Net Assets

Up

$559,120

Up $47,249 (+9.2%) from 2024

Revenue

Up

$92,158

Up $3,994 (+4.5%) from 2024

Expenses

Down

$55,141

Down $25,628 (-32%) from 2024

Net Income

Up

$37,017

Up $29,622 (+401%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $56,786Liabilities 2011: $02011Assets 2012: $44,741Liabilities 2012: $02012Assets 2015: $351,118Liabilities 2015: $4,000Net Assets 2015: $347,1182015Assets 2016: $285,848Liabilities 2016: $125Net Assets 2016: $285,7232016Assets 2017: $475,450Liabilities 2017: $12,022Net Assets 2017: $463,4282017Assets 2018: $445,424Liabilities 2018: $986Net Assets 2018: $444,4382018Assets 2019: $461,644Liabilities 2019: $12,506Net Assets 2019: $449,1382019Assets 2020: $475,450Liabilities 2020: $56,082Net Assets 2020: $419,3682020Assets 2021: $506,579Liabilities 2021: $48,460Net Assets 2021: $458,1192021Assets 2022: $484,776Liabilities 2022: $88,765Net Assets 2022: $396,0112022Assets 2023: $484,006Liabilities 2023: $1,476Net Assets 2023: $482,5302023Assets 2024: $535,197Liabilities 2024: $23,326Net Assets 2024: $511,8712024Assets 2025: $587,881Liabilities 2025: $28,761Net Assets 2025: $559,1202025

Highlighted filing

2025

Assets$587,881
Liabilities$28,761
Net Assets$559,120

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $16,537Expenses 2011: $22,647Net Income 2011: -$6,1102011Revenue 2012: $13,275Expenses 2012: $25,320Net Income 2012: -$12,0452012Revenue 2015: $232,308Expenses 2015: $54,474Net Income 2015: $177,8342015Revenue 2016: $11,236Expenses 2016: $72,631Net Income 2016: -$61,3952016Revenue 2017: $174,400Expenses 2017: $67,381Net Income 2017: $107,0192017Revenue 2018: $61,486Expenses 2018: $83,873Net Income 2018: -$22,3872018Revenue 2019: $78,603Expenses 2019: $75,069Net Income 2019: $3,5342019Revenue 2020: $123,180Expenses 2020: $122,343Net Income 2020: $8372020Revenue 2021: $76,279Expenses 2021: $103,884Net Income 2021: -$27,6052021Revenue 2022: $94,175Expenses 2022: $114,332Net Income 2022: -$20,1572022Revenue 2023: $145,609Expenses 2023: $63,200Net Income 2023: $82,4092023Revenue 2024: $88,164Expenses 2024: $80,769Net Income 2024: $7,3952024Revenue 2025: $92,158Expenses 2025: $55,141Net Income 2025: $37,0172025

Highlighted filing

2025

Revenue$92,158
Expenses$55,141
Net Income$37,017

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$127,002
Mission and Program Overview

Mission

The primary purpose of the organization is the receiving of grants, donations and contributions to educate the public about dental health related issues, to fund clinics providing dental services at a reduced cost, to fund scientific research or dental research, to make loans or grants to dentists who are victims of disasters, to make loans or grants to dental or allied dental health students with financial need, to make loans or grants to disabled dentists for purposes of retraining, and to support other charitable or educational projects relating to dental health.

The CDA Foundation advances access to oral healthcare through charitable giving, supports the future of the profession through dental school scholarships and promotes dental professional wellbeing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$395,649$423,757▲ $28,108
Cash and Non-Interest-Bearing Accounts$80,243$98,371▲ $18,128
Investments Other Securities$53,480$55,028▲ $1,548
Prepaid Expenses and Deferred Charges$5,825$5,825→ $0
Accounts Receivable-$4,900-
Total Assets$535,197$587,881▲ $52,684
Liabilities
Deferred Revenue$9,600$21,600▲ $12,000
Grants Payable$12,800$6,400▼ $6,400
Other Liabilities$882$0▼ $882
Accounts Payable and Accrued Expenses$44$761▲ $717
Total Liabilities$23,326$28,761▲ $5,435
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$511,871$559,120▲ $47,249
Total Net Assets Fund Balance$511,871$559,120▲ $47,249
Total Liabilities and Net Assets / Fund Balance$535,197$587,881▲ $52,684

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$55,028--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$51,537
Program Service Revenue
$0
Investment Income
$23,687
Other Revenue
$16,934
All Other Contributions
$38,312
Change in Net Assets
$37,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,355
Other Expenses$13,786
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,570--$33,570
Grants to Domestic Individuals$7,785--$7,785
Fees for Services Accounting-$6,275-$6,275
Fees for Service Investment Mgmnt Fees-$4,263-$4,263
Office Expenses-$2,220-$2,220
Insurance-$993-$993
Fees for Services Legal-$35-$35
Total Functional Expenses$41,355$13,786$0$55,141
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northwest Colorado HealthSteamboat Springs, CO501(c)(3)Program support$5,070
Colorado Mission of MercyNiwot, CO501(c)(3)Program support$5,000
Dental Lifeline NetworkDenver, CO501(c)(3)Program support$5,000
Denver Health FoundationDenver, CO501(c)(3)Program support$5,000
Deserving DentalBroomfield, CO501(c)(3)Program support$5,000
Summit Community Care ClinicFrisco, CO501(c)(3)Program support$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,911
Fundraising Direct Expenses$34,844
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$48,383$41,383$5,001$36,382
Breakfast for Dinner$13,753$7,528$5,354$2,174
Total Events$62,136$48,911$34,844$14,067
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
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 7A

Colorado Dental Association appoints the board members of the Foundation.

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

A detailed review of the Form 990 is performed by CDA management. The Form 990 is provided to all board of trustee members electronically prior to the return being filed.

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

Members of the board of trustees sign an annual certification affirming whether any conflicts of interest exist. If any conflicts of interest arise during the year the trustees notify the board and recuse themselves from voting on any issue pertaining to the conflict.

Form 990, Part VI, Section C, line 19

At the Organization's discretion, it makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Colorado Dental Association Foundation
EIN
84-1167295
Phone
3037406900
Address
8301 E Prentice Avenue 400, Greenwood Village, CO 80111

Signing Officer

Name
Molly Pereira
Title
Executive Director
Phone
3037406900
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Molly Pereira
Formed
2016
Legal Domicile
Co
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
11

Preparer

Firm
BiggsKofford PC
Address
1975 Research Pkwy Suite 255, Colorado Springs, CO 80920
Preparer
Tyler Atkins CPA
Phone
7195799090
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

The Foundation evaluates the effect of uncertain tax positions, if any, and provides for those positions in accordance with the provisions of FASB ASC Topic 450, Contingencies. No tax accrual for uncertain tax positions has been recorded as management believes there are no uncertain tax positions for the Foundation.

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IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt080769
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt088164
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt037017
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051537
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt060310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt078421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0301466
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023687
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019938
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017394
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015464
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014216
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt090699
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02867
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt061034
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt070401
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.60520
IRS990ScheduleA/PublicSupportPY170Pct00.63130
IRS990ScheduleA/PublicSupportTotal170Amt0301466
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051537
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt060310
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051635
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt078421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt059563
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0301466
IRS990ScheduleA/TotalSupportAmt0498095
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt014067
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt05916
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt015546
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt035529
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/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt055028
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Alternative Investments
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation evaluates the effect of uncertain tax positions, if any, and provides for those positions in accordance with the provisions of FASB ASC Topic 450, Contingencies. No tax accrual for uncertain tax positions has been recorded as management believes there are no uncertain tax positions for the Foundation.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt055028
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013225
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt07000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt06225
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034844
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Breakfast for Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt013753
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt062136
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041383
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt07528
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt048911
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014067
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010355
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05001
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05354
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt024489
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt024489
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07784
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Predoctoral membership dues
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0ASDA Predoctoral memberships at $95 each
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0321
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0cash paid
IRS990ScheduleI/RecipientTable/CashGrantAmt05070
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/CashGrantAmt45000
IRS990ScheduleI/RecipientTable/CashGrantAmt55000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Program support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Program support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Program support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Program support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Program support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Northwest Colorado Health
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Denver Health Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Deserving Dental
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Summit Community Care Clinic
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Dental Lifeline Network
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Colorado Mission of Mercy
IRS990ScheduleI/RecipientTable/RecipientEIN0840564998
IRS990ScheduleI/RecipientTable/RecipientEIN1841085196
IRS990ScheduleI/RecipientTable/RecipientEIN2842369341
IRS990ScheduleI/RecipientTable/RecipientEIN3201139635
IRS990ScheduleI/RecipientTable/RecipientEIN4846129064
IRS990ScheduleI/RecipientTable/RecipientEIN5271586585
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0940 Central Park Dr Ste 101
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1777 Bannock St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22205 W 136th Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO Box 4337
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41800 15th Street Suite 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO Box 182
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Steamboat Springs
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Denver
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Broomfield
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Frisco
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Denver
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Niwot

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