2026-09-08T15:23:36-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2025-01-01 390716117 WISCONSIN DENTAL ASSOCIATION INC WISC 4142764520 6737 WEST WASHINGTON ST 2360 WEST ALLIS WI 53214 BRENNA SADLER EXECUTIVE DIRECTOR/SECRETARY 4142764520 2026-09-04 1 KRISTEN DONLEVY P01670215 4144761880 2026-09-04 2025 BRENNA SADLER 6737 WEST WASHINGTON ST 2360 WEST ALLIS WI 53214 2247947 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 17 108 60000 15049 330000 240000 1678935 1701778 149071 87725 219687 218444 2377693 2247947 500 500 0 0 1394088 1435551 0 0 0 1236785 1312122 2631373 2748173 -253680 -500226 6608324 6558094 2084799 1820844 4523525 4737250 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 OVER 3,000 MEMBER DENTISTS THROUGHOUT 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 23 0 1 17 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 W WASHINGTON ST STE 2360 WEST ALLIS WI 53214 DR BETSY LONG TRUSTEE 4.00 X 0 0 0 DR KAREN JOHNSON TRUSTEE 4.00 X 0 0 0 DR KELLY WEST TRUSTEE 4.00 X 0 0 0 DR THOMAS LUEPKE III TRUSTEE 4.00 X 0 0 0 DR ANDREW SMITH TRUSTEE 4.00 X 0 0 0 DR LAURA LUX TRUSTEE 4.00 X 0 0 0 DR EDDIE MORALES TRUSTEE 4.00 X 0 0 0 DR ERIC CHILDS TRUSTEE 4.00 X 0 0 0 DR ANGELA LUECK TRUSTEE 4.00 X 0 0 0 MR FRANK GALKA TRUSTEE 4.00 X 0 0 0 DR MARYANN FORSELL TRUSTEE 4.00 X 0 0 0 DR SAMI KAWAS TRUSTEE 4.00 X 0 0 0 DR CHARLES STOIANOVICI TRUSTEE 4.00 X 0 0 0 DR SHAINA ZHAO TRUSTEE 4.00 X 0 0 0 MR MARK PAGET EXECUTIVE DIRECTOR/SECRETARY 37.50 X 185026 0 38788 MS ABBY SWETS DIRECTOR OF FINANCE 37.50 X 118423 0 18716 MS BRENNA SADLER EXECUTIVE DIRECTOR/SECRETARY 37.50 X 127738 0 11972 DR CHRIS HANSEN IMMEDIATE PAST PRESIDENT 15.00 X 0 0 0 DR THOMAS REID PRESIDENT 15.00 X 0 0 0 DR RACHEL STEELE PRESIDENT-ELECT 15.00 X 0 0 0 DR JOHN R MOSER TREASURER 10.00 X 0 0 0 DR RYAN DODGE EDITOR 9.00 X 0 0 0 DR JEREMY HOFFMAN SPEAKER OF THE HOUSE 4.00 X 0 0 0 DR CHESKA AVERY-STAFFORD VICE PRESIDENT 15.00 X 0 0 0 ANDREW GUSTAFSON DIRECTOR OF GOVERNMENT AFF 37.50 X 114461 0 10203 545648 0 79679 4 0 1 0 0 240000 240000 MEMBERSHIP DUES 541900 1476736 1476736 REGISTRATION FEES 541900 33272 33272 CONTINUING EDUCATION 541900 30380 30380 ADMINISTRATIVE FEES 541900 23956 23956 WDA JOURNAL 541800 13717 13717 123717 117932 5785 1701778 87725 87725 218444 60000 158444 2247947 1695993 60000 251954 500 500663 645222 49318 147349 92999 85092 25543 109614 201012 167466 119838 167695 237157 12200 57729 MAINTENANCE 74597 REGISTRATION 15299 FULFILLMENT 13752 SUBSCRIPTIONS 11725 13403 2748173 218699 318315 413553 565018 46899 9577 195157 87373 84424 102991 405012 384397 13156 20615 2382700 1976978 2260790 2749360 992946 727867 6608324 6558094 73458 190118 593484 485476 1417857 1145250 2084799 1820844 X 4523525 4737250 4523525 4737250 6608324 6558094 X -500226 225380 488571 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41022 40257 40257 0 WI DENTAL POLITICAL ACTION 5325 WALL STREET SUITE 2000 MADISON WI 53718 396221695 39601 DIRECT GIVER PROGRAM 5325 WALL STREET SUITE 2000 MADISON WI 53718 391779429 656 0 0 1 1476736 237131 35771 272902 236278 36624 PART I-A, LINE 1: MAINTAINED A POLITICAL ACTION COMMITTEE AND DIRECT GIVER PROGRAM. 23600 23600 0 381412 360797 20615 20615 2749360 C 2749360 ACCOUNTS RECEIVABLES - AFFILIATES 70983 RIGHT OF USE ASSET 656884 727867 DUE TO AFFILIATES 18694 DUES COLLECTED FOR OTHER ASSOC'S 443695 RIGHT OF USE ASSET LIABILITY 682861 1145250 X 1 1 X X X X X 0 0 0 MR MARK PAGET EXECUTIVE DIRECTOR/SECRETARY 185026 0 0 0 0 0 12831 0 25957 0 223814 0 0 0 PART I, LINE 1A THE ORGANIZATION REIMBURSES EMPLOYEES FOR GYM/HEALTH CLUB OR WELLNESS MEMBERSHIPS IF THEY SUBMIT FOR REIMBURSEMENT. THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE ARE ELIGIBLE FOR REIMBURSEMENT. THE EXECUTIVE DIRECTOR TAKES ADVANTAGE OF THIS OFFER. PART I, LINE 3 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 DIRECTORS ANNUAL SALARY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE PRESIDENT, PRESIDENT-ELECT, VICE PRESIDENT, TREASURER, IMMEDIATE PAST PRESIDENT, AND TRUSTEES WHO ARE SERVING THEIR THIRD OR SIXTH YEAR ON THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE HAS THE BROAD AUTHORITY TO ACT ON BEHALF OF THE BOARD INBETWEEN BOARD SESSIONS. 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 CLIFTONLARSONALLEN, LLP PRESENTS THE 990 IN PERSON TO 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 ARE INCORPORATED AND THE RETURN 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 2025. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. 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: SHAREHOLDER DIVIDEND 2,500. INVESTMENT INCOME OF SUBSIDIARY UNDER EQUITY METHOD 486,071. 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 5216502 8877972 1.00000 1 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 WDA INSURANCE & SERVICES CORP A 65112 FAIR MARKET VALUE WDA INSURANCE & SERVICES CORP C 240000 FAIR MARKET VALUE WDA INSURANCE & SERVICES CORP D 87373 FAIR MARKET VALUE WDA INSURANCE & SERVICES CORP O 137325 FAIR MARKET VALUE