2026-09-02T15:06:16-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2025-01-01 390965289 WISCONSIN DENTAL ASSOCIATION FOUNDATION INC WISC 4142764520 6737 W WASHINGTON STREET 2360 WEST ALLIS WI 53214 MARK SPIEGELHOFF EXECUTIVE DIRECTOR 4142764520 2026-09-01 1 KRISTEN DONLEVY P01670215 4144761880 2026-09-01 2025 MARK SPIEGELHOFF 6737 W WASHINGTON STREET 2360 WEST ALLIS WI 53214 577501 0 X WWW.WDA.ORG/WDA-FOUNDATION X 1957 WI THE WISCONSIN DENTAL ASSOCIATION FOUNDATION IS COMMITTED TO IMPROVING THE ORAL HEALTH AND OVERALL WELL-BEING OF WISCONSIN RESIDENTS WHILE SUPPORTING THE NEEDS OF THE DENTAL COMMUNITY. 13 13 3 1067 0 0 259571 321465 0 0 169581 252206 -2560 -7289 426592 566382 72524 83597 0 0 162388 184083 0 0 16386 78286 227702 313198 495382 113394 71000 4565625 4975919 8065 8730 4557560 4967189 X THE WISCONSIN DENTAL ASSOCIATION FOUNDATION IS COMMITTED TO IMPROVING THE ORAL HEALTH AND OVERALL WELL-BEING OF WISCONSIN RESIDENTS WHILE SUPPORTING THE NEEDS OF THE DENTAL COMMUNITY. 0 0 162392 0 0 THE MISSION OF MERCY PROGRAM BRINGS DENTISTS, DENTAL TEAM MEMBERS AND VOLUNTEERS FROM ACROSS THE STATE TOGETHER TO TREAT IMMEDIATE DENTAL NEEDS, RELIEVE INDIVIDUALS OF PAIN AND RID THEM OF INFECTION SO THEY CAN FOCUS ON "STARTING OVER" WITH PREVENTATIVE CARE. THIS PROGRAM IS HELD EVERY OTHER YEAR AND OCCURRED IN JUNE 2025. 118755 83597 0 THE ANNUAL GRANT PROGRAM EXTENDS THE WDA FOUNDATION'S REACH THROUGHOUT THE STATE, AWARDING GRANTS TO SUPPORT NONPROFIT DENTAL CLINICS AND PROGRAMS WHILE THE SMILE PROGRAM PROVIDES UNDERPRIVILEGED CHILDREN, ADULTS AND SENIORS WITH THE SUPPLIES NEEDED TO PUT THEM ON THE RIGHT TRACK FOR GOOD ORAL HEALTH. IN ADDITION, THE SCHOLARSHIP PROGRAM ENHANCES EDUCATIONAL OPPORTUNITIES BY AWARDING SCHOLARSHIPS TO DENTAL STUDENTS IN THE STATE OF WISCONSIN. 93273 0 0 DONATED DENTAL SERVICES FOCUSES ON RESTORING THE DENTAL HEALTH OF INDIVIDUALS UNABLE TO AFFORD DENTAL CARE DUE TO A LIMITED INCOME THAT IS LINKED TO PERMANENT DISABILITY, CHRONIC ILLNESS OR ADVANCED AGE. IN 2025, THIS PROGRAM PROVIDED DENTAL SERVICES VALUED AT $171,207 FOR DENTAL TREATMENT. 14921 0 0 THE FOUNDATION'S DENTISTS CONCERNED FOR DENTISTS PROGRAM WAS CREATED IN 1984 TO PROVIDE COMPASSIONATE, CONFIDENTIAL ASSISTANCE AND REFERRAL TO DENTAL PROFESSIONALS STRUGGLING WITH ALCOHOL OR CHEMICAL DEPENDENCY, DEPRESSION, ILLNESS OR OTHER WELL-BEING ISSUES. 14921 0 0 389341 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X ABBY SWETS 4147554102 6737 W WASHINGTON ST STE 2360 WEST ALLIS WI 53214 DR TOM NOCKERTS PRESIDENT 10.00 X X 0 0 0 DR GENE SHOEMAKER VICE PRESIDENT 3.00 X X 0 0 0 MS BRENNA SADLER SECRETARY 3.00 X X 0 0 0 DR RICHARD MUELLER TREASURER 3.00 X X 0 0 0 DR BILL HUTCHINSON DIRECTOR 1.00 X 0 0 0 DR JOHN SADOWSKI DIRECTOR 1.00 X 0 0 0 DR ALICIA MALAK DIRECTOR 1.00 X 0 0 0 DR FRED JAEGER DIRECTOR 1.00 X 0 0 0 MS LINDA QUAST DIRECTOR AT-LARGE 1.00 X 0 0 0 MR RICHARD WILDE DIRECTOR AT-LARGE 1.00 X 0 0 0 DR CHRIS JOHNSON STATE DIRECTOR 1.00 X 0 0 0 DR KENT VANDEHAAR STATE DIRECTOR 1.00 X 0 0 0 DR SAMI KAWAS DIRECTOR 1.00 X 0 0 0 MARK SPIEGELHOFF EXECUTIVE DIRECTOR 37.50 X 83339 0 21985 83339 0 21985 1 0 0 0 0 7929 313536 15704 321465 252206 252206 3830 7929 11119 -7289 -7289 566382 0 0 244917 63597 63597 20000 20000 105232 51564 53668 57718 49093 8625 10324 8354 1970 10809 8725 1423 661 12067 8581 3486 16497 16497 19462 18074 1388 500 500 34782 28557 3757 2468 99501 93366 5446 689 6483 5092 1391 65 65 3985 3786 136 63 PROGRAM EVENT EXPENSES 30844 29940 382 522 MEMBERSHIP DUES 2715 2715 VOLUNTEER RECOGNITION 801 547 254 495382 389341 89655 16386 15715 7925 168953 164314 18405 15532 13830 241 45945 21461 1674 24484 4347048 4763423 4565625 4975919 8065 8730 8065 8730 X 4244253 4777824 313307 189365 4557560 4967189 4565625 4975919 71000 338629 0 X 0 1 X 1 0 X 169246 204343 279585 259571 321465 1234210 169246 204343 279585 259571 321465 1234210 1234210 201219 192197 150324 169581 252206 965527 2199737 21247 0.56110 0.57430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45945 21461 24484 24484 2045149 338629 1150178 6457 1495264 549885 16497 16497 566382 1635520 1150178 6457 1156635 478885 16497 16497 495382 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 6,457. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 6,457. SILENT AUCTION 11759 7929 3830 11119 11759 7929 3830 11119 11119 -7289 1 AFFORDABLE DENTAL CARE 2110 FORDEM AVE MADISON WI 53704 271995048 501(C)(3) 7500 0 CLINIC OPERATING SUPPLIES CHIPPEWA VALLEY TECHNICAL COLLEGE FOUNDATION 620 W CLAIREMONT AVE EAU CLAIRE WI 54701 391233557 501(C)(3) 5530 0 CLINIC OPERATING SUPPLIES AND X-RAY UNIT LAKESHORE TECHNICAL COLLEGE FOUNDATION 1290 NORTH AVENUE CLEVELAND WI 53015 391269078 501(C)(3) 7500 0 PURCHASE ONE OPERATORY DENTAL CHAIR BROWN COUNTY ORAL HEALTH PARTNERSHIP 1245 MAIN ST GREEN BAY WI 54302 208969896 501(C)(3) 7500 0 EQUIPMENT FOR THE PROGRAM ST ANN CENTER FOR INTERGENERATIONAL CARE 2801 E MORGAN AVE MILWAUKEE WI 53207 391757756 501(C)(3) 7500 0 ANESTHESIA-RELATED SUPPLIES AND EQUIPMENT 5 0 EDUCATIONAL SCHOLARSHIPS FOR DENTAL STUDENTS - MUSOD 2 20000 PART I, LINE 2: THE 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. X X RAY MACHINE 2 10000 FMV X AUCTION ITEMS 1 5704 FMV 0 0 0 0 PART I, COLUMN (B): NUMBER OF ITEMS CONTRIBUTED ARE IN COLUMN B. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE IS COMPRISED OF BOARD OFFICERS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION UPDATED THEIR BYLAWS. 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 SHARED WITH THE BOARD TO BE REVIEWED. THE RETURN IS REVIEWED WITH THE BOARD BEFORE BEING 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. IF ANY CONFLICT ARISES, THE MATTER IS DISCUSSED WITH THE POTENTIALLY CONFLICTED PERSON, ALL FACTS ARE GATHERED AND THE PERSON THEN LEAVES SO THE REMAINING BOARD CAN DISCUSS AND VOTE ON IF A POTENTIAL CONFLICT EXISTS. THE BOARD THEN DETERMINES WHAT ACTION IS IN THE BEST INTEREST OF THE FOUNDATION. ALL DISCUSSION AND VOTES ARE RECORDED IN THE MEETING MINUTES. 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 2025. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST OR FOR EXAMINATION ON THE WDA FOUNDATION WEBSITE PAGE.