2024-11-06T07:43:46-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-01-01 237310583 ACADEMY OF GENERAL DENTISTRY FOUNDATION ACAD 5186945545 136 EVERETT ROAD ALBANY NY 12205 MARIA SMITH DMD SECRETARY/TREASURER 5186945545 2024-11-03 1 0 MELISSA STRUCK P01310867 6305738600 2024-10-21 2022 2024-10-15 13:58:12Z X MARIA SMITH DMD 136 EVERETT ROAD ALBANY NY 12205 369444 0 X WWW.AGDFOUNDATION.ORG X 1972 IL SUPPORT THE EFFORTS OF THE GENERAL DENTIST TOWARD IMPROVING THE ORAL HEALTH OF THE PUBLIC. 12 12 0 12 0 0 134116 145319 0 0 17229 29552 37822 48419 189167 223290 16994 7950 0 0 10176 0 62538 0 29721 91084 145010 180792 152960 8375 70330 1008922 749024 225799 17785 783123 731239 TO PASSIONATELY SUPPORT THE EFFORTS OF THE GENERAL DENSTIST TOWARDS IMPROVING THE ORAL HEALTH OF THE PUBLIC. 0 0 40317 7950 THE AGD FOUNDATION GRANT PROGRAM FULFILLS THE FOUNDATION'S MISSION BY OFFERING FINANCIAL SUPPORT FOR ORAL CANCER EDUCATION AND RESEARCH, AS WELL AS TO NONPROFIT, COMMUNITY-BASED PROGRAMS THAT PROVIDE QUALITY ORAL HEALTH, ORAL CANCER SCREENINGS AND PREVENTION EDUCATION FOR UNDERSERVED POPULATIONS. 3964 THE AGD FOUNDATION SUCCESSFULLY LAUNCHED AN OUTREACH PROGRAM TO PROVIDE FREE ORAL CANCER SCREENINGS TO THE GENERAL PUBLIC. THE FIRST PROGRAM WAS COMPLETED DURING THE 2014 AGD ANNUAL MEETING HELD IN DETROIT. THE ORGANIZATION HAS AND WILL CONTINUE TO OFFER FREE ORAL CANCER SCREENINGS DURING AGD'S ANNUAL MEETINGS. THE FOUNDATION OFFERS SCREENINGS TO EMPLOYEES AT THE SCIENTIFIC SESSION SITE, IT ADDITION TO MEMBERS AND ATTENDEES. 44281 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IL X X THE ORGANIZATION 5186945545 136 EVERETT ROAD ALBANY NY 12205 X MARK I MALTERUD DDS MAGD PRESIDENT 2.00 X X 0 0 0 MARIA A SMITH DMD MAGD SECRETARY/TREASURER 2.00 X X 0 0 0 DAN MILLER AON AFFINITY INSURANCE TRUSTEE 1.00 X 0 0 0 SCOTT DUBOWSKY DMD FAGD TRUSTEE 0.50 X 0 0 0 THOMAS F GORMAN DDS MAGD TRUSTEE 0.50 X 0 0 0 HANS P GUTER DDS MAGD TRUSTEE 0.50 X 0 0 0 MICHAEL K KANER DMD JD MAGD TRUSTEE 0.50 X 0 0 0 STEVE NEIDLINGER CAE TRUSTEE 0.50 X 0 0 0 GEORGE J SCHMIDT DMD FADG FICOI TRUSTEE 0.50 X 0 0 0 WALETHA WASSON BS DDS MPA MS TRUSTEE 0.50 X 0 0 0 JAMES KEENAN DDS MS MAGD VICE PRESIDENT 0.50 X X 0 0 0 ANN BRUCK 3M TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 145319 145319 13495 13495 161334 145277 16057 16057 16057 29560 877 28683 28683 MISCELLANEOUS 900099 19736 19736 19736 223290 0 0 77971 X 7950 7950 85203 22741 32741 29721 2662 2662 7940 7940 26774 9626 17148 1130 1130 14243 14243 ORAL CANCER SCREENINGS 3964 3964 BANK FEES 401 401 2693 2693 152960 44281 78958 29721 79845 38403 63923 35110 34822 665 1384 864489 639305 1008922 749024 17785 225799 0 225799 17785 X 783123 731239 783123 731239 1008922 749024 70330 -122214 0 X X 0 1 X 1 0 X 138643 172761 107706 134116 145319 698545 138643 172761 107706 134116 145319 698545 454453 244092 14649 15613 16097 17229 13495 77083 924 544 618 624 19736 22446 798074 0.30590 0.37730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 112841 -122214 10888 -111326 224167 -877 -877 223290 164725 10888 877 11765 152960 0 152960 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS A FOUNDATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE FOUNDATION HAS NO OBLIGATION FOR UNRELATED BUSINESS INCOME TAX AT DECEMBER 31, 2022 AND 2021. THE FOUNDATION EVALUATES ITS EXPOSURE FOR UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS. AS OF DECEMBER 31, 2022 AND 2021, THERE WERE NO LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. SILENT AUCTION 29560 29560 877 29560 29560 877 877 28683 FORM 990, ITEM B, AMENDED RETURN: THE ORGANIZATION'S AUDIT WAS NOT COMPLETE AT THE TIME OF FILING. AS A RESULT OF THE AUDIT, NUMEROUS ADJUSTMENTS WERE POSTED RESULTING IN CHANGES TO THE 2022 990 FILING. SEE BELOW FOR CHANGES MADE: PART I SUMMARY - TOTAL REVENUE INCREASED 26,893, TOTAL EXPENSES DECREASED 33,455, TOTAL ASSETS INCREASED 34,807, TOTAL LIABILITIES DECREASED 25,541, AND TOTAL NET ASSETS INCREASED 60,348. PART III STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - PROGRAM EXPENSE ALLOCATIONS WERE ADJUSTED TO CONFORM WITH THE ABOVE CHANGES IN EXPENSES RESULTING IN AN INCREASE OF PROGRAM EXPENSES OF 26,480. PART IV CHECKLIST OF REQUIRED SCHEDULES - LINE 12A WAS CHECKED YES AS AN AUDIT WAS COMPLETED. PART VII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS - PREVIOUSLY REPORTED COMPENSATION WAS REMOVED AS IT WAS DEEMED EXPENSE REIMBURSEMENTS AS OPPOSED TO REPORTABLE COMPENSATION. THE BOX WAS ALSO CHECKED TO INDICATE THERE WERE NO COMPENSATED INDIVIDUALS. PART VIII STATEMENT OF REVENUE - TOTAL REVENUE INCREASED 26,893. PART IX STATEMENT OF FUNCTIONAL EXPENSES - TOTAL EXPENSES DECREASED 33,455. PART X BALANCE SHEET - TOTAL ASSETS INCREASED 34,807, TOTAL LIABILITIES DECREASED 25,541, AND TOTAL NET ASSETS INCREASED 60,348. PART XII FINANCIAL STATEMENTS AND REPORTING - LINE 2B AND 2C WERE CHECKED YES TO INDICATE AN AUDIT WAS COMPLETED. SCHEDULE A PART II SUPPORT SCHEDULE FOR ORGANIZATIONS DESCRIBED IN SECTIONS 170(B)(1)(A)(IV) AND 170(B)(1)(A)(VI) - LINE 1 INCREASED 33,972 AND LINE 10 INCREASED 19,487 RESULTING IN A SIMILAR INCREASE IN THE LINES FOLLOWING. SCHEDULE B - TWO ADDITIONAL CONTRIBUTORS WERE DISCLOSED. ON LINE DESIGN 10,000 AND IVOCLAR VIVADENT 20,000. SCHEDULE D - THIS SCHEDULE WAS COMPLETED AS AN AUDIT WAS COMPLETED. SCHEDULE G PART II FUNDRAISING EVENTS - SILENT AUCTION PROCEEDS WERE REDUCED 26,566. SCHEDULE I - THIS SCHEDULE WAS REMOVED AS IT IS NOT APPLICABLE TO 2022. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO AND REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL VOLUNTEERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY. MANAGEMENT REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AND MAKES CHANGES AS NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G TEMPORARY STAFF: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 610. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 610. AUDIOVISUAL AND EVENT SERVICES: PROGRAM SERVICE EXPENSES 9,626. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,626. CHARITY REGISTRATION SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,611. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,611. CREATIVE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,200. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,200. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,727. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,727. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.