Delta Dental of Wisconsin Inc

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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

1962

Legal Domicile

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

The exempt purpose of Delta Dental of Wisconsin is to 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.

Program Service Accomplishments

Program 1

Expenses: $954,448,452 Revenue: $970,935,955

Dental Plans: Delta Dental of Wisconsin (Delta) is a not-for-profit dental service corporation that administers and underwrites easy-to-use, cost-effective dental plans for employers and individuals throughout Wisconsin. More than 90 percent of Wisconsin's dentists participate in our Premier network. This relationship allows us to offer quality dental practices, superior cost management programs, accurate payment and guaranteed benefits. For 2024, Delta Dental provided coverage to more than 2.6 million individuals. Delta Dental's commitment to improving the public's oral health is evidenced by the strong dental plans and networks it offers.

Program 2

Expenses: $5,045,537

Support for oral and overall health: Delta is also committed to helping improve the oral health of vulnerable populations through its significant support of the Delta Dental of Wisconsin Foundation (Foundation). Grants are provided through the Foundation to non-profit organizations in Wisconsin that work to improve the oral and overall health of individuals without access to dental care and other vulnerable populations. Seal-A-Smile, the largest grantee of the Foundation, is a partnership with the State Oral Health Program to provide school-based dental screenings and sealants to low-income children. Ensuring access to dental care for individuals with Medicaid coverage also remains a priority and the Foundation provides large grants to safety-net dental clinics and medical/dental integration programs. In addition, the Foundation runs statewide programs that are targeted to improve oral and overall health. Foundation grants are targeted to help prevent dental disease, improve access to care for low-income residents, and help ensure Wisconsin has a strong dental workforce, especially in rural areas of the state. The Foundation uses a needs assessment to identify gaps in the state's oral health status and to help determine where their grants could have the greatest impact. The Delta Board reviews the Foundation's Strategic Plan and is informed of its grants throughout the year.

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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 (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

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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

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

$4,974,302

Total Directors

$4,396,613

Key Employees

$3,661,677

Highest Compensated

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