2024-08-07T09:38:12-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2023-01-01 390716117 WISCONSIN DENTAL ASSOCIATION INC WISC 4142764520 6737 WEST WASHINGTON ST 2360 WEST ALLIS WI 53214 MARK PAGET EXECUTIVE DIRECTOR AND SECRETARY 4142764520 2024-08-01 1 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2024-08-01 2023 2024-08-08 14:25:15Z MARK PAGET 6737 WEST WASHINGTON ST 2360 WEST ALLIS WI 53214 2190286 0 X WWW.WDA.ORG X 1870 WI ADVANCE THE INTERESTS OF WDA MEMBERS AND THE DENTAL PROFESSION BY PROMOTING PROFESSIONAL EXCELLENCE AND QUALITY ORAL HEALTH CARE FOR THE PUBLIC. 14 14 19 108 64441 21403 40000 40000 1761092 1788095 175567 134128 233527 228063 2210186 2190286 600 1000 0 0 1379874 1361749 0 0 0 1254479 1215562 2634953 2578311 -424767 -388025 6627070 6804799 2867031 2685674 3760039 4119125 X ADVANCE THE INTERESTS OF WDA MEMBERS AND THE DENTAL PROFESSION BY PROMOTING PROFESSIONAL EXCELLENCE AND QUALITY ORAL HEALTH CARE FOR THE PUBLIC. 0 0 WDA AND ITS MEMBERS ARE COMMITTED TO PROMOTING PROFESSIONAL EXCELLENCE AND QUALITY ORAL HEALTH CARE. WDA SERVED MEMBERS BY PROVIDING PROGRAMS AND SERVICES THAT ITS MEMBERS AGREE PROVIDE THEM WITH REAL VALUE. WDA ADVOCATED FOR PUBLIC-POLICY ON ORAL HEALTH CARE. WDA IS THE ADVOCATE FOR QUALITY ORAL HEALTH CARE IN ALL PUBLIC POLICY ISSUES. WDA EDUCATED THE PUBLIC ON ORAL HEALTH AND DELIVERY OF CARE. WDA IS RECOGNIZED AS THE PUBLIC'S AUTHORITATIVE SOURCE OF ORAL HEALTH CARE INFORMATION. WDA EMPOWERED ITS MEMBERS AND STAFF FOR ORGANIZATIONAL AND MEMBER SUCCESS. WDA HAS DEVELOPED GOVERNANCE SYSTEMS AND BUSINESS PROCESSES TO EMPOWER ITS MEMBERS, STAFF AND PARTNERS FOR MAXIMUM ORGANIZATIONAL ACHIEVEMENT AND MEMBER EFFECTIVENESS IN ASSOCIATION INITIATIVES. THE WISCONSIN DENTAL ASSOCIATION HAS 3,000 MEMBER DENTISTS AND A NUMBER OF DENTAL HYGIENISTS. WITH JUST 3,100 LICENSED DENTISTS IN THE STATE, THE WDA IS CONSIDERED THE LEADING VOICE FOR DENTISTRY IN WISCONSIN. 0 1 1 1 0 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 20 0 19 1 1 1 0 0 0 1 1 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X ABBY SWETS 4147554102 6737 WEST WASHINGTON ST STE 2360 WEST ALLIS WI 53214 DR ANDREW SMITH TRUSTEE 4.00 X 0 0 0 DR ANGELA LUECK TRUSTEE 4.00 X 0 0 0 DR ERIC CHILDS TRUSTEE 4.00 X 0 0 0 DR TAMIM SIFRI TRUSTEE 4.00 X 0 0 0 DR LAURA LUX TRUSTEE 4.00 X 0 0 0 DR RACHEL STEELE TRUSTEE 4.00 X 0 0 0 DR MARIA BARNES TRUSTEE 4.00 X 0 0 0 DR CHESKA AVERY-STAFFORD TRUSTEE 4.00 X 0 0 0 DR KELLY WEST TRUSTEE 4.00 X 0 0 0 DR JEREMY HOFFMAN TRUSTEE 4.00 X 0 0 0 DR KAREN JOHNSON TRUSTEE 4.00 X 0 0 0 DR THOMAS LUEPKE III TRUSTEE 4.00 X 0 0 0 DR EDDIE MORALES TRUSTEE 4.00 X 0 0 0 MUMAL TUNIO TRUSTEE 4.00 X 0 0 0 MR MARK PAGET EXECUTIVE DIRECTOR/SECRETARY 37.50 X 211358 0 47111 MS ABBY SWETS DIRECTOR OF FINANCE 37.50 X 109506 0 20814 DR CHRISTOPHER JOHNSON PRESIDENT 15.00 X 0 0 0 DR CHRIS HANSEN PRESIDENT-ELECT 15.00 X 0 0 0 DR THOMAS REID VICE PRESIDENT 15.00 X 0 0 0 DR JOHN R MOSER TREASURER 10.00 X 0 0 0 DR MONICA HEBL SPEAKER OF THE HOUSE 4.00 X 0 0 0 DR RYAN DODGE EDITOR 9.00 X 0 0 0 DR CLIFFORD HARTMANN IMMEDIATE PAST PRESIDENT 15.00 X 0 0 0 MS BRENNA SADLER DIRECTOR OF MEMBERSHIP AND COMMUNICATIONS 37.50 X 110511 0 10824 431375 0 78749 3 0 1 0 0 40000 40000 MEMBERSHIP DUES 541900 1503889 1503889 REGISTRATION FEES 541900 57143 57143 WDA JOURNAL 541800 34510 34510 CONTINUING EDUCATION 541900 31431 31431 ADMINISTRATIVE FEES 541900 24800 24800 136322 128584 7738 1788095 134128 134128 228063 64441 163622 2190286 1780357 64441 305488 1000 388789 656584 41613 192217 82546 78000 22405 114843 157170 184638 125178 151474 188455 16569 58455 MAINTENANCE 49289 FULFILLMENT 14926 REGISTRATION 10741 SUBSCRIPTIONS 9349 34070 2578311 630667 650024 125151 256874 4144 12557 399743 299239 126614 71951 380591 355901 32941 24690 2521583 2455836 1267372 1783140 1518855 1250488 6627070 6804799 41892 167493 757125 714965 2068014 1803216 2867031 2685674 X 3760039 4119125 3760039 4119125 6627070 6804799 X -388025 231343 515768 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59516 59516 59516 0 WI DENTAL POLITICAL ACTION 5325 WALL STREET SUITE 2000 MADISON WI 53718 396221695 58781 DIRECT GIVER PROGRAM 5325 WALL STREET SUITE 2000 MADISON WI 53718 391779429 735 0 0 0 1503889 213848 213848 165428 48420 PART I-A, LINE 1: MAINTAINED A POLITICAL ACTION COMMITTEE AND DIRECT GIVER PROGRAM. 23600 23600 0 356991 332301 24690 24690 1783140 C 1783140 ACCOUNTS RECEIVABLES - AFFILIATES 66914 RIGHT OF USE ASSET 1183574 1250488 DUE TO AFFILIATES 27340 DUES COLLECTED FOR OTHER ASSOC'S 568846 RIGHT OF USE ASSET LIABILITY 1207030 1803216 X 1 1 X X X X 0 0 0 MR MARK PAGET EXECUTIVE DIRECTOR/SECRETARY 209582 0 1776 0 0 0 14762 0 32349 0 258469 0 0 0 PART I, LINE 1A THE ORGANIZATION REIMBURSES EMPLOYEES FOR GYM/HEALTH CLUB MEMBERSHIPS IF THEY SUBMIT FOR REIMBURSEMENT. THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE ARE ELIGIBLE FOR THIS REIMBURSEMENT. THE EXECUTIVE DIRECTOR TAKES ADVANTAGE OF THIS OFFER. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS COMPRISE A HOUSE OF DELEGATES WHICH VOTES ON ASSOCIATION BUSINESS AT AN ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B TAX PRINCIPAL FROM CLIFTONLARSONALLEN, LLP REVIEWS THE 990 IN PERSON WITH THE ENTIRE BOARD DURING ITS SUMMER BOARD MEETING. PRIOR TO THE MEETING, A COPY OF THE RETURN IS PROVIDED TO ALL BOARD MEMBERS ELECTRONICALLY. AFTER THE MEETING, ANY CHANGES WILL BE INCORPORATED AND IT WILL BE FILED. FORM 990, PART VI, SECTION B, LINE 12C SUBJECT PERSONS HAVE AN ABSOLUTE OBLIGATION TO BE SENSITIVE TO ACTUAL AND POTENTIAL CONFLICTS OF INTEREST BETWEEN THEIR OWN INTERESTS AND THOSE OF THE ASSOCIATION. WHENEVER A SUBJECT PERSON PERCEIVES THE EXISTENCE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, HE OR SHE SHALL FULLY DISCLOSE THE SAME TO THE APPROPRIATE ASSOCIATION BODY AND OFFICIALS AND SHALL REMOVE HIMSELF OR HERSELF AND SHALL REFRAIN FROM ALL DELIBERATIONS, DISCUSSIONS, AND DECISIONS RELATING TO ALL SUBJECT TOPICS. AT THE BEGINNING OF EACH BOARD MEETING, THE PRESIDENT ASKS IF THERE ARE ANY CONFLICTS OF INTEREST. SUBJECT PERSONS WHOSE ACTUAL AND POTENTIAL CONFLICTS OF INTEREST REACH A LEVEL OF FREQUENCY OR MAGNITUDE SO AS TO IMPEDE THEIR OVERALL ABILITY TO CONTINUE TO MEET THEIR OBLIGATIONS TO THE ASSOCIATION MUST RESIGN OR BE REMOVED FROM THEIR ELECTIVE, APPOINTIVE OR EMPLOYED POSITIONS EVEN AFTER FULL DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 WDA USES AN OUTSIDE CONSULTANT WHO REVIEWS THE JOB DESCRIPTION AND COMPARABILITY DATA FOR SIMILAR POSITIONS AND REGIONS AND PROVIDES AN ACCEPTABLE PAY RANGE. THE EXECUTIVE COMMITTEE APPROVES THE EXECUTIVE DIRECTOR'S ANNUAL SALARY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INVESTMENT INCOME OF SUBSIDIARY UNDER EQUITY METHOD 518,268. SHAREHOLDER DIVIDEND -2,500. WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP 6737 WEST WASHINGTON STREET SUITE 2 WEST ALLIS WI 53214 391724524 INSURANCE SALES WI WISCONSIN DENTAL ASSOCIATION INC C 5302782 7683221 1.00000 1 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP A 76832 FAIR MARKET VALUE WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP O 133407 FAIR MARKET VALUE WISCONSIN DENTAL ASSOCIATION INSURANCE & SERVICES CORP D 299239 FAIR MARKET VALUE