DELTA FAMILY-CARE DISABILITY AND SURVIVOR TRUST

EIN: 366751615

ATLANTA, GA

Total Revenue
$198,064,043
Total Expenses
$199,674,615
Total Assets
$20,746,961
Net Assets
$7,342,975
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
GA
Phone
4047152600
Tax Period
2023-07-01 to 2024-06-30

DELTA FAMILY-CARE DISABILITY AND SURVIVOR TRUST is a tax-exempt nonprofit with EIN 366751615, based in ATLANTA, GA. Founded in 1982, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $198,064,043 in total revenue and $199,674,615 in total expenses, with net assets of $7,342,975.

Mission

DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO DISABILITY, SURVIVORSHIP AND SEVERANCE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $197,408,810
Investment Income $639,906
Other Revenue $15,327
TOTAL REVENUE $198,064,043

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $12,406,654
TOTAL EXPENSES $199,674,615

Year-over-Year Comparison

2023 2022 Change
Revenue $198,064,043 $167,879,128 +0.2%
Expenses $199,674,615 $170,781,031 +0.2%
Net Income $-1,610,572 $-2,901,903 -0.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Governance

Voting Members
9
Independent Members
9
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
1
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GARRETT CHASE MEMBER, INVESTMENT COMMITTEE 1.0
Director
$0 $0 $0
HEARTHER TARDIF MEMBER, INVESTMENT COMMITTEE (AS OF 01/2024) 1.0
Director
$0 $0 $0
HEATHER OSTIS MEMBER, INVESTMENT COMMITTEE (THRU 01/2024) 1.0
Director
$0 $0 $0
JANET BRUNK MEMBER, ADMIN COMMITTEE 1.0
Director
$0 $0 $0
KELLEY ELLIOTT CHAIR, ADMIN COMMITTEE; MEMBER 1.0
Director
$0 $0 $0
KENNETH W MORGE MEMBER, INVESTMENT COMMITTEE 1.0
Director
$0 $0 $0
MICHELLE HORN MEMBER, INVESTMENT COMMITTEE 1.0
Director
$0 $0 $0
MINDY DAVISON MEMBER, ADMIN COMMITTEE 1.0
Director
$0 $0 $0
SHAWN COLE MEMBER, INVESTMENT COMMITTEE (THRU 02/2024) 1.0
Director
$0 $0 $0
WILLIAM C CARROLL MEMBER, INVESTMENT COMMITTEE 1.0
Director
$0 $0 $0
JP MORGAN CHASE TRUSTEE 1.0
$480 $0 $480
JENNIFER SHAY MEMBER, ADMIN SUBCOMMITTEE 1.0
Officer
$0 $0 $0
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 $198,064,043 $199,674,615 $20,746,961 $-1,610,572
2023 $167,879,128 $170,781,031 $19,541,645 $-2,901,903
2022 $150,822,083 $153,239,838 $21,320,868 $-2,417,755
2021 $137,707,756 $131,242,856 $23,088,192 $6,464,900
2020 $135,789,170 $151,084,983 $15,288,465 $-15,295,813
2019 $128,817,193 $132,946,069 $30,494,859 $-4,128,876
2018 $141,023,298 $125,028,540 $34,712,434 $15,994,758
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