Delta Dental of Wisconsin Inc

EIN: 396094742

Stevens Point, WI

Total Revenue
$984,013,458
Total Expenses
$973,800,097
Total Assets
$397,486,415
Net Assets
$291,005,392
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1962
Legal Domicile
WI
Phone
7153446087
Tax Period
2024-01-01 to 2024-12-31

Delta Dental of Wisconsin Inc, founded in 1962, is a major nonprofit that reported $984.0M in total revenue in fiscal year 2024.

Mission

Engage and empower our customers, partners, and communities to improve oral and overall health by developing and delivering innovative products and services built on a culture of legendary service.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $970,935,955
Investment Income $13,043,695
Other Revenue $33,808
TOTAL REVENUE $984,013,458

Expense Breakdown

Grants Paid $5,045,537
Salaries & Benefits $31,106,209
Fundraising Expenses $0
Program Expenses $959,493,989
Other Expenses $937,648,351
TOTAL EXPENSES $973,800,097

Year-over-Year Comparison

2024 2023 Change
Revenue $984,013,458 $922,304,482 +0.1%
Expenses $973,800,097 $912,391,213 +0.1%
Net Income $10,213,361 $9,913,269 +0.0%
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

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Governance

Voting Members
9
Independent Members
6
Employees
434
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
3
$4,974,302
Total Directors
9
$4,396,613
Key Employees
7
$3,661,677
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Doug Ballweg President & CEO 45.0
Officer Director
$2,152,385 $1,437,478 $3,589,863
Anne Smith Director 2.0
Director
$105,250 $0 $105,250
Brad McClain Director 2.0
Director
$85,750 $0 $85,750
Cristy Garcia-Thomas Director 2.0
Director
$81,000 $0 $81,000
Dr Andrew Welles Director 1.0
Director
$97,000 $0 $97,000
James Kolstad Director 2.0
Director
$97,000 $0 $97,000
Jeff Martin Director 2.0
Director
$144,250 $0 $144,250
Thomas Shorter Director 2.0
Director
$98,250 $0 $98,250
Tina Chang Director 2.0
Director
$98,250 $0 $98,250
Craig D Aittama Treasurer & VP, Finance 45.0
Officer
$398,434 $154,545 $552,979
Jed Roher Secretary and Chief Legal Counsel 45.0
Officer
$623,404 $208,056 $831,460
Anne Treankler Chief Analytics and Strategy Officer 45.0
Key Emp
$511,901 $21,495 $533,396
David Vanden Heuvel Chief Business Development Officer 45.0
Key Emp
$460,598 $141,549 $602,147
Gregory Theis DDS Dental Director 45.0
Key Emp
$402,642 $157,034 $559,676
Kelly McGinty VP, Individual Admin Services 45.0
Key Emp
$392,159 $201,593 $593,752
Kyle Humphrey Chief Sales & Marketing Officer 45.0
Key Emp
$487,269 $170,799 $658,068
Maureen Lewandowski VP, Claim Operations 45.0
Key Emp
$395,858 $158,613 $554,471
Noreen Parrett VP, General Counsel 45.0
Key Emp
$149,902 $10,265 $160,167
Colleen Walsh Director, Dental Services 45.0
Highest
$224,332 $52,272 $276,604
Elizabeth Vinopal Director, Account Management 45.0
Highest
$241,779 $65,472 $307,251
Sandra Hito Senior Account Executive 45.0
Highest
$226,183 $64,598 $290,781
Steve LeRoy Senior Sales Executive 45.0
Highest
$206,020 $25,099 $231,119
Timothy Krull Senior Account Manager 45.0
Highest
$209,269 $50,026 $259,295
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 $984,013,458 $973,800,097 $397,486,415 $10,213,361
2023 $922,304,482 $912,391,213 $373,109,539 $9,913,269
2022 $861,111,598 $846,863,750 $338,637,925 $14,247,848
2021 $817,026,014 $799,505,866 $351,899,072 $17,520,148
2020 $718,772,671 $698,179,933 $304,580,183 $20,592,738
2019 $779,695,306 $766,001,261 $281,414,662 $13,694,045
2018 $754,132,726 $742,524,544 $242,739,316 $11,608,182
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