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ObjectId: 202413009349300311 - Submission: 2024-10-26
TIN: 36-0724690
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
23
Open to Public Inspection
Name of the organization
American Dental Association
Employer identification number
36-0724690
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
.....
1b
Yes
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a?
....
2
Yes
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
.............
4a
Yes
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
No
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization?
....................
5a
b
Any related organization?
.......................
5b
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
..................
6a
b
Any related organization?
......................
6b
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
..........................
8
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?
.........................
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023
Page 2
Schedule J (Form 990) 2023
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A)
Name and Title
(B)
Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC
(C)
Retirement and other deferred compensation
(D)
Nontaxable
benefits
(E)
Total of columns
(B)(i)-(D)
(F)
Compensation in column (B) reported as deferred on prior Form 990
(i)
Base
compensation
(ii)
Bonus & incentive
compensation
(iii)
Other
reportable compensation
1
Dr Brett Kessler DDS
Trustee (Oct 2019-Oct 2023)/President-Elect (Oct 2023-Oct 2024)
(i)
(ii)
153,493
-------------
0
0
-------------
0
2,269
-------------
0
0
-------------
0
918
-------------
0
156,681
-------------
0
0
-------------
0
2
Timothy R Steffl
Former President & CEO ADABIG/Term 6/18/22
(i)
(ii)
146,769
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
146,769
-------------
0
0
-------------
0
3
Raymond A Cohlmia DDS
Executive Director and Secretary
(i)
(ii)
607,717
-------------
0
120,000
-------------
0
22,059
-------------
0
50,562
-------------
0
11,021
-------------
0
811,359
-------------
0
0
-------------
0
4
Paul S Sholty
Chief Financial Officer
(i)
(ii)
323,908
-------------
0
10,000
-------------
0
14,013
-------------
0
79,704
-------------
0
10,142
-------------
0
437,767
-------------
0
0
-------------
0
5
Dr Linda J Edgar DDS
President-Elect (Oct 2022-Oct 2023)/President (Oct 2023-Oct 2024)
(i)
(ii)
323,855
-------------
0
0
-------------
0
16,535
-------------
0
0
-------------
0
0
-------------
0
340,390
-------------
0
0
-------------
0
6
Dr George R Shepley DDS
President (Oct 2022-Oct 2023)
(i)
(ii)
295,937
-------------
0
0
-------------
0
24,417
-------------
0
0
-------------
0
0
-------------
0
320,355
-------------
0
0
-------------
0
7
Robert Quashie
Chief Operating Officer
(i)
(ii)
448,488
-------------
0
25,000
-------------
0
12,047
-------------
0
52,761
-------------
0
7,666
-------------
0
545,961
-------------
0
0
-------------
0
8
David M Preble DDS
Chief Strategy Officer & Sr. VP, Practice Institute
(i)
(ii)
405,826
-------------
0
13,000
-------------
0
50,513
-------------
0
38,014
-------------
0
11,021
-------------
0
518,374
-------------
0
0
-------------
0
9
James S Goodman
Chief Business Strategy & Product Portfolio Officer (Term 12/2/23)
(i)
(ii)
438,103
-------------
0
0
-------------
0
6,591
-------------
0
44,752
-------------
0
10,142
-------------
0
499,587
-------------
0
0
-------------
0
10
Jordan G Baugh
Chief Technology Officer
(i)
(ii)
385,829
-------------
0
8,000
-------------
0
11,015
-------------
0
44,246
-------------
0
6,615
-------------
0
455,705
-------------
0
0
-------------
0
11
Marko Vujicic PHD
Chief Economist/VP, HP Institute
(i)
(ii)
386,821
-------------
0
3,000
-------------
0
9,576
-------------
0
40,918
-------------
0
10,142
-------------
0
450,456
-------------
0
0
-------------
0
12
Elizabeth A Shapiro DDS
Chief of Gov & Strategy Mgmt
(i)
(ii)
320,266
-------------
0
5,000
-------------
0
72,695
-------------
0
57,108
-------------
0
6,771
-------------
0
461,840
-------------
0
0
-------------
0
13
Anthony J Ziebert DDS
SVP - Education/Prof. Affairs
(i)
(ii)
368,821
-------------
0
3,000
-------------
0
8,119
-------------
0
78,729
-------------
0
3,038
-------------
0
461,706
-------------
0
0
-------------
0
14
Scott W Fowkes
General Counsel
(i)
(ii)
352,007
-------------
0
10,000
-------------
0
10,902
-------------
0
50,091
-------------
0
10,142
-------------
0
433,142
-------------
0
0
-------------
0
15
April D Kates-Ellison
Chief Client Svcs & Tripartite Relations Officer
(i)
(ii)
354,867
-------------
0
8,000
-------------
0
6,934
-------------
0
53,218
-------------
0
7,424
-------------
0
430,442
-------------
0
0
-------------
0
16
Stephanie L Moritz
Chief Customer Innovation Officer
(i)
(ii)
351,269
-------------
0
3,000
-------------
0
6,934
-------------
0
40,298
-------------
0
11,021
-------------
0
412,522
-------------
0
0
-------------
0
17
Mr Michael A Graham
SVP - Govt & Public Affairs
(i)
(ii)
347,030
-------------
0
2,000
-------------
0
10,958
-------------
0
141,087
-------------
0
11,021
-------------
0
512,096
-------------
0
0
-------------
0
18
Krishna Aravamudhan
VP, Practice Institute
(i)
(ii)
293,796
-------------
0
10,000
-------------
0
971
-------------
0
38,152
-------------
0
0
-------------
0
342,919
-------------
0
0
-------------
0
19
Catherine H Mills
VP - Business & Conference
(i)
(ii)
275,902
-------------
0
0
-------------
0
2,289
-------------
0
42,394
-------------
0
747
-------------
0
321,332
-------------
0
0
-------------
0
20
Dr Marcelo W Araujo DDS
ADA Chief Science Officer/ADAF CEO (Term 4/23/23)
(i)
(ii)
128,713
-------------
0
71,744
-------------
0
931
-------------
0
13,707
-------------
0
1,287
-------------
0
216,382
-------------
0
0
-------------
0
21
Judith E Fleeks
Chief Human Resources Officer
(i)
(ii)
343,108
-------------
0
12,000
-------------
0
10,277
-------------
0
72,518
-------------
0
7,424
-------------
0
445,327
-------------
0
0
-------------
0
22
Anthony Frankos
VP, Sales Strategy & Product Development
(i)
(ii)
297,116
-------------
0
3,500
-------------
0
11,907
-------------
0
43,345
-------------
0
7,424
-------------
0
363,291
-------------
0
0
-------------
0
23
Suzanne M Ebert
VP, Dental Practice & Relationship Mgmt
(i)
(ii)
266,577
-------------
0
250
-------------
0
0
-------------
0
35,599
-------------
0
3,038
-------------
0
305,464
-------------
0
0
-------------
0
24
Leslee M Williams
VP Public & Professional Communications
(i)
(ii)
258,168
-------------
0
2,000
-------------
0
3,266
-------------
0
59,095
-------------
0
7,424
-------------
0
329,953
-------------
0
0
-------------
0
25
Pamela Von Lehmden
VP Intregrated Mktg & Brand Experience
(i)
(ii)
255,599
-------------
0
4,000
-------------
0
3,418
-------------
0
38,973
-------------
0
11,021
-------------
0
313,011
-------------
0
0
-------------
0
26
Michelle L Hoffman
VP, Publishing
(i)
(ii)
178,619
-------------
0
0
-------------
0
5,212
-------------
0
0
-------------
0
2,025
-------------
0
185,856
-------------
0
0
-------------
0
Schedule J (Form 990) 2023
Page 3
Schedule J (Form 990) 2023
Page
3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference
Explanation
Schedule J, Part I, Line 1a Travel for companions
Companion travel is considered a taxable benefit and subject to tax. The tax associated with this benefit is also included in the individuals' 1099 or Form W-2. Executive Director; Former ADA President ; 2 Officers; 16 Trustees.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
Companion travel is considered a taxable benefit and subject to tax. The tax associated with this benefit is also included in the individuals' 1099 or Form W-2. The individuals receive gross up payments to cover their added tax burden for companion travel. Executive Director; Former ADA President; 2 Officers; 16 Trustees.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
As part of the Executive Director's employment contract, the Executive Director was reimbursed for membership in an athletic club. The tax associated with this benefit is also included in the individuals' Form W-2.
Schedule J, Part I, Line 4a Severance or change-of-control payment
Timothy Steffl was term in June 2022 and starting to receive severance in July 2022 for one year thru June 2023 - $147K for 2023 fiscal year.
Schedule J (Form 990) 2023
Additional Data
Software ID:
23017437
Software Version:
2023v5.1