DELTA DENTAL OF MINNESOTA FOUNDATI… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

RODNEY A YOUNG

Phone

6122243282

Tax Period

2023-01-01 to 2023-12-31

DELTA DENTAL OF MINNESOTA FOUNDATION, founded in 2009, is a community nonprofit in the Health Care sector that reported $5.9M in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $8.5M exceeded revenue, resulting in a 44% operating deficit.

Mission

DELTA DENTAL OF MINNESOTA FOUNDATION MISSION IS TO IMPROVE ORAL AND OVERALL HEALTH OUTCOMES IN MINNESOTA, WHILE ADVANCING HEALTH AND SOCIAL EQUITIES.

Program Service Accomplishments

Program 1

Expenses: $7,280,403 Revenue: $5,904,942

DELTA DENTAL OF MINNESOTA FOUNDATION'S (THE FOUNDATION) FOCUS IS HELPING MINNESOTA COMMUNITIES THRIVE BY ADDRESSING GAPS IN ORAL HEALTH, FUELING ORAL HEALTH PREVENTION AND EDUCATION, ADVANCING HEALTH EQUITY AND INCLUSION, BUILDING THE ORAL HEALTHCARE WORKFORCE FOR TOMORROW, STRENGTHENING CONNECTIONS TO COMMUNITY HEALTH AND ADVANCING ORAL HEALTH SCIENCE AND INNOVATION. THE PRIMARY ACTION AREAS ARE: A) SUPPORTING COMMUNITIES IN FOSTERING AND EXPERIENCING CULTURES OF GOOD ORAL AND OVERALL HEALTH; B) IMPROVING ACCESS TO AGE-APPROPRIATE ORAL HEALTH SERVICES FOR ALL CHILDREN; C) SUPPORTING THE DELIVERY OF ORAL HEALTH CARE BY SUSTAINABLE, INTERPROFESSIONAL AND CULTURALLY SKILLED TEAMS; AND (D) SUPPORTING RESEARCH INVESTIGATING CLINICALLY SIGNIFICANT ADVANCEMENTS TO ORAL HEALTH SCIENCE AND INNOVATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,904,942

Other Revenue $0

TOTAL REVENUE $5,904,942

Expense Breakdown

Grants Paid $7,280,403

Salaries & Benefits $801,414

Fundraising Expenses $0

Program Expenses $7,280,403

Other Expenses $440,935

TOTAL EXPENSES $8,522,752

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,904,942	$11,133,016	-0.5%
Expenses	$8,522,752	$7,670,125	+0.1%
Net Income	$-2,617,810	$3,462,891	-1.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$6,536,133

Total Directors

$4,114,025

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODNEY A YOUNG	CEO & DIRECTOR	0.60	Officer Director	$0	$50,347	$2,561,301
STEPHANIE A ALBERT	PRESIDENT & DIRECTOR	11.70	Officer Director	$0	$49,267	$947,572
KIMBERLY F PRICE	CHAIR	1.10	Officer Director	$0	$1,073	$84,073
JOHN W BLUFORD	VICE CHAIR	0.50	Officer Director	$0	$1,073	$45,073
LYNDSAY BATES DDS	SECRETARY	0.50	Officer Director	$0	$1,820	$39,820
BRUCE TEMPLETON DMD	TREASURER	3.50	Officer Director	$0	$3,113	$364,113
SUSAN C ANDERSON	DIRECTOR	0.20	Director	$0	$1,073	$37,073
KATE MORTENSON	DIRECTOR	0.50	Director	$0	$0	$35,000
TAMERA K ROBINSON	EVP & CFO	0.40	Officer	$0	$24,911	$1,345,770
JAMES R SWANSTROM DDS	SECRETARY (THROUGH 12/2023)	0.50	Officer	$0	$1,073	$39,073
MICHAEL W HOWE	TREASURER (THROUGH 12/2023)	0.50	Officer	$0	$1,073	$86,073
CAROL M HOUGHTBY WATSON	VP, CAO, ASST TREASURER	0.30	Officer	$0	$36,554	$551,257
NADIA MARTYN	VP , GENERAL COUNSEL, ASSIST. SECRETARY	1.30	Officer	$0	$63,431	$472,008
SHARON OSWALD	AVP, DDMN FOUNDATION & COMM	33.60	Highest	$0	$24,703	$206,988
JOHN R HOWE	SR DIRECTOR, FOUNDATION	19.40	Highest	$0	$21,801	$172,072

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$5,904,942	$8,522,752	$146,070,219	$-2,617,810
2022	$11,133,016	$7,670,125	$132,230,469	$3,462,891
2021	$13,740,122	$7,122,419	$161,726,707	$6,617,703
2020	$11,978,491	$7,014,629	$150,362,918	$4,963,862
2019	$8,859,821	$4,474,634	$135,138,990	$4,385,187
2018	$5,795,656	$5,070,522	$116,224,006	$725,134

DELTA DENTAL OF MINNESOTA FOUNDATION