DELTA ACCOUNT-BASED MEDICAL TRUST

EIN: 753261600 Mutual Benefit

ATLANTA, GA

Total Revenue
$1,190,293,159
Total Expenses
$1,219,413,323
Total Assets
$54,295,772
Net Assets
$26,729,739
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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
2008
Legal Domicile
GA
Phone
4047152600
Tax Period
2023-07-01 to 2024-06-30

DELTA ACCOUNT-BASED MEDICAL TRUST, founded in 2008, is a large national nonprofit in the Mutual Benefit sector that reported $1.2B in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.

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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 $1,189,254,367
Investment Income $1,038,792
Other Revenue $0
TOTAL REVENUE $1,190,293,159

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $82,993,311
TOTAL EXPENSES $1,219,413,323

Year-over-Year Comparison

2023 2022 Change
Revenue $1,190,293,159 $1,056,373,627 +0.1%
Expenses $1,219,413,323 $1,060,674,480 +0.1%
Net Income $-29,120,164 $-4,300,853 +5.8%
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
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
$8,000 $0 $8,000
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
2025 No data No data No data No data
2024 $1,190,293,159 $1,219,413,323 $54,295,772 $-29,120,164
2023 $1,056,373,627 $1,060,674,480 $62,034,941 $-4,300,853
2022 $1,008,105,928 $1,010,267,096 $62,882,362 $-2,161,168
2021 $922,711,944 $975,380,938 $64,420,451 $-52,668,994
2020 $960,657,990 $989,198,620 $118,311,492 $-28,540,630
2019 $993,524,749 $905,439,735 $137,403,492 $88,085,014
2018 $856,976,604 $866,965,297 $45,611,628 $-9,988,693
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