DELTA DENTAL PLANS ASSOCIATION (EIN 362551984) - Form 990 Financial Analysis & Trantor Score

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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

1965

Legal Domicile

Principal Officer

JAMES W HUTCHISON

Phone

6305746851

Tax Period

2023-01-01 to 2023-12-31

DELTA DENTAL PLANS ASSOCIATION, founded in 1965, is a mid-sized nonprofit that reported $28.8M in total revenue in fiscal year 2018. Expenses of $27.0M left a modest 6% surplus.

Mission

THE PURPOSE OF THE ASSOCIATION IS TO INCREASE THE AVAILABILITY OF DENTAL SERVICES TO THE PUBLIC BY ENCOURAGING THE EXPANSION OF DENTAL PREPAYMENT PROGRAMS ADMINISTERED THROUGH NON-PROFIT DENTAL SERVICE CORPORATIONS, AND BY PROVIDING THE MEANS FOR ACTIVE, ASSOCIATE, OR AFFILIATE MEMBERS TO COOPERATE IN MULTISTATE AND NATIONAL GROUP COVERAGE.

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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 $37,653,869

Investment Income $138,863

Other Revenue $191,048

TOTAL REVENUE $37,983,780

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,185,732

Fundraising Expenses $0

Other Expenses $17,547,409

TOTAL EXPENSES $37,733,141

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,983,780	$35,568,534	+0.1%
Expenses	$37,733,141	$33,442,285	+0.1%
Net Income	$250,639	$2,126,249	-0.9%

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

Volunteers

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

$1,284,887

Total Directors

Key Employees

$4,346,069

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROB GOREN	CHAIR	1.70	Officer Director	$0	$0	$0
DOUG BALLWEG	VICE CHAIR	1.70	Officer Director	$0	$0	$0
MARK MITCHKE	SECRETARY/TREASURER	1.70	Officer Director	$0	$0	$0
CURT LADIG	DIRECTOR	1.20	Director	$0	$0	$0
DEAN NEWTON	DIRECTOR	1.20	Director	$0	$0	$0
DENNIS LEONARD	DIRECTOR (TERM 03/2023)	1.20	Director	$0	$0	$0
DENNIS WILSON	DIRECTOR	1.20	Director	$0	$0	$0
DIANE PALOMA	DIRECTOR	1.20	Director	$0	$0	$0
DR PHILLIP WENK	DIRECTOR	1.20	Director	$0	$0	$0
ERIK MONTLACK	DIRECTOR (START 03/2023)	1.20	Director	$0	$0	$0
FRANK LUCIA	DIRECTOR	1.20	Director	$0	$0	$0
GORAN JURKOVIC	DIRECTOR	1.20	Director	$0	$0	$0
GREG DONACA	DIRECTOR	1.20	Director	$0	$0	$0
HELEN DREXLER	DIRECTOR	1.20	Director	$0	$0	$0
JEFF MILLER	DIRECTOR (START 04/2023)	1.20	Director	$0	$0	$0
JEFF RUSSELL	DIRECTOR	1.20	Director	$0	$0	$0
JOE PERRONI	DIRECTOR	1.20	Director	$0	$0	$0
JOHN GLADDEN	DIRECTOR	1.20	Director	$0	$0	$0
JOHN MAPLES	DIRECTOR	1.20	Director	$0	$0	$0
JUDE THOMPSON	DIRECTOR	1.20	Director	$0	$0	$0
KERRY HALL	DIRECTOR	1.20	Director	$0	$0	$0
KRISTIN MERLO	DIRECTOR	1.20	Director	$0	$0	$0
LOU VOLK	DIRECTOR	1.20	Director	$0	$0	$0
MARIANNE ORTIZ	DIRECTOR	1.20	Director	$0	$0	$0
MICHAEL JONES	DIRECTOR	1.20	Director	$0	$0	$0
MIKE CASTRO	DIRECTOR	1.20	Director	$0	$0	$0
MIKE HANKINSON	DIRECTOR	1.20	Director	$0	$0	$0
ROBERT GOOTEE	DIRECTOR	1.20	Director	$0	$0	$0
ROD YOUNG	DIRECTOR	1.20	Director	$0	$0	$0
SCOTT JONES	DIRECTOR (TERM 04/2023)	1.20	Director	$0	$0	$0
THOMAS RAFFIO	DIRECTOR	1.20	Director	$0	$0	$0
JAMES HUTCHISON	PRESIDENT & CEO	29.90	Officer	$1,094,363	$190,524	$1,284,887
JENNIFER ELLIOTT	CHIEF MARKETING OFFICER	28.30	Key Emp	$604,495	$91,773	$696,268
JASON DAUGHN	CHIEF PUBLIC AFFAIRS OFFICER	39.50	Key Emp	$572,294	$94,588	$666,882
SCOTT JESSEE	CHIEF INFORMATION OFFICER	29.10	Key Emp	$519,703	$104,028	$623,731
MICHAEL SCHWARTZ	CHIEF STRATEGIC COLLAB. OFFICER	23.00	Key Emp	$515,580	$102,344	$617,924
JOSEPH DILL	CHIEF DENTAL OFFICER	30.00	Key Emp	$479,430	$73,592	$553,022
SAMANTHA QUINN	CHIEF FINANCIAL OFFICER	29.10	Key Emp	$334,482	$84,263	$418,745
RICHARD EVONITZ	GENERAL COUNSEL	27.70	Key Emp	$335,601	$67,289	$402,890
JAMIE SCHONEMAN	CHIEF PEOPLE OFFICER	30.00	Key Emp	$309,537	$57,070	$366,607
MEGAN HARDIMAN	CHIEF PRIVACY OFFICER	29.40	Highest	$403,792	$27,742	$431,534
JANICE ANDERSON	VP, MARKET INSIGHTS	29.50	Highest	$348,922	$60,083	$409,005
ANDRE RICHARDS	VP, BRAND STRATEGY	30.00	Highest	$340,669	$59,594	$400,263
VIVIAN VASALLO	EXEC DIR. DENTAL DENTAL INSTITUTE	40.00	Highest	$330,800	$36,824	$367,624
MATTHEW ROSSI	VP, ARCHITECTURE & TRANSFORMATION	30.00	Highest	$309,404	$37,056	$346,460

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	$37,983,780	$37,733,141	$28,165,717	$250,639
2022	$35,568,534	$33,442,285	$22,359,344	$2,126,249
2021	$30,001,197	$27,301,029	$18,113,714	$2,700,168
2020	$31,237,602	$29,350,487	$15,237,330	$1,887,115
2019	$32,269,433	$32,294,209	$14,986,096	$-24,776
2018	$28,790,836	$27,020,712	$13,440,697	$1,770,124

DELTA DENTAL PLANS ASSOCIATION