SHELL OIL DENTAL ASSISTANCE PLAN

EIN: 746290614

DES MOINES, IA

Total Revenue
$26,565,726
Total Expenses
$30,107,330
Total Assets
$7,818,002
Net Assets
$7,818,002
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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
2002
Legal Domicile
TX
Principal Officer
PRINCIPAL FINANCIAL GROUP
Phone
6025620883
Tax Period
2023-01-01 to 2023-12-31

SHELL OIL DENTAL ASSISTANCE PLAN, founded in 2002, is a mid-sized nonprofit that reported $26.6M in total revenue in fiscal year 2023. Expenses of $30.1M exceeded revenue, resulting in a 13% operating deficit.

Mission

PROVIDES DENTAL BENEFITS TO MEMBERS DESIGNATED TO BENEFICIARIES AS DEFINED IN SECTION 419

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $26,016,169
Investment Income $540,833
Other Revenue $8,724
TOTAL REVENUE $26,565,726

Expense Breakdown

Grants Paid $0
Salaries & Benefits $8,800
Fundraising Expenses $0
Other Expenses $1,423,478
TOTAL EXPENSES $30,107,330

Year-over-Year Comparison

2023 2022 Change
Revenue $26,565,726 $27,953,317 0.0%
Expenses $30,107,330 $28,439,967 +0.1%
Net Income $-3,541,604 $-486,650 +6.3%
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
1
Independent Members
1
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
13
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$8,800 $0 $8,800
MARVIN E ODUM PRESIDENT N/A
Officer
$0 $0 $0
JULIAN DALZELL SENIOR VP N/A
Officer
$0 $0 $0
WILLIAM C LOWRY SENIOR VP N/A
Officer
$0 $0 $0
T T COLES VICE PRESIDENT N/A
Officer
$0 $0 $0
CYNTHIA A DEERE VP FINANCE N/A
Officer
$0 $0 $0
BP MALNAK VP GOVERNMENT AFFAIRS N/A
Officer
$0 $0 $0
RICHARD S MENNITI TREASURER N/A
Officer
$0 $0 $0
A M NOLTE CONTROLLER N/A
Officer
$0 $0 $0
LYNN S BORGMEIER ASSISTANT SECRETARY N/A
Officer
$0 $0 $0
JOHN M ESQUIVEL ASSISTANT SECRETARY N/A
Officer
$0 $0 $0
HECTOR A PINDEA ASSISTANT SECRETARY N/A
Officer
$0 $0 $0
STEPHEN J PAUL ASSISTANT SECRETARY N/A
Officer
$0 $0 $0
CANDID WOFRAM ASSISTANT SECRETARY N/A
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
2023 $26,565,726 $30,107,330 $7,818,002 $-3,541,604
2022 $27,953,317 $28,439,967 $11,359,956 $-486,650
2021 $30,530,213 $29,500,041 $11,886,850 $1,030,172
2020 $31,421,051 $25,931,922 $10,856,431 $5,489,129
2019 $31,313,375 $30,712,388 $5,367,302 $600,987
2018 $31,342,755 $30,244,187 $4,766,315 $1,098,568
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