DELTA DENTAL OF IDAHO (EIN 820299431) - Form 990 Financial Analysis & Trantor Score

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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

1971

Legal Domicile

Principal Officer

GREG DONACA

Phone

2084893534

Tax Period

2024-01-01 to 2024-12-31

DELTA DENTAL OF IDAHO, founded in 1971, is a mid-sized nonprofit that reported $89.0M in total revenue in fiscal year 2024.

Mission

DELTA DENTAL PLAN OF IDAHO, INC. WAS INCORPORATED IN 1971 AS A NON-PROFIT SERVICE (SEE SCHEDULE O) ORGANIZATION. DELTA DENTAL PLAN OF IDAHO, INC. PROVIDES PREPAYMENT DENTAL SERVICE PROGRAMS TO SUBSCRIBERS, THEIR ELIGIBLE DEPENDENTS, AND OTHER BENEFICIARES AS WELL AS PUBLIC BENEFIT PROGRAMS TO PROMOTE ORAL HEALTH.

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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 $86,632,729

Investment Income $2,358,783

Other Revenue $0

TOTAL REVENUE $88,991,512

Expense Breakdown

Grants Paid $3,145,174

Salaries & Benefits $11,036,288

Fundraising Expenses $0

Program Expenses $68,538,931

Other Expenses $78,050,637

TOTAL EXPENSES $92,232,099

Year-over-Year Comparison

	2024	2023	Change
Revenue	$88,991,512	$84,836,060	+0.0%
Expenses	$92,232,099	$83,039,256	+0.1%
Net Income	$-3,240,587	$1,796,804	-2.8%

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

Governance

Voting Members

Independent Members

Employees

115

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

$1,046,286

Total Directors

$363,889

Key Employees

$547,604

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG DONACA	PRESIDENT AND CEO	40.00	Officer	$571,491	$80,834	$652,325
DONALD MURRAY SVP SALES	ACCT MANAGEMENT AND GOVN'T RELATIONS	40.00	Key Emp	$312,045	$24,235	$336,280
BILL SHRUM	SVP, FINANCE AND ACCOUNTING	40.00	Officer	$223,743	$46,195	$269,938
CHRIS FERGUSON	DIRECTOR, ENTERPRISE APPLICATIONS	40.00	Highest	$194,901	$34,421	$229,322
JOANNA RAMER	VP, SALES AND ACCOUNT MANAGEMENT	40.00	Key Emp	$169,440	$41,884	$211,324
ADONIS JONES	SENIOR DIRECTOR, IT	40.00	Highest	$172,925	$25,836	$198,761
JODY DIPALMA	SALES ACCOUNT EXECUTIVE	40.00	Highest	$166,817	$17,970	$184,787
JAMES PAULL	MANAGER, SOFTWARE DEVELOPMENT	40.00	Highest	$152,865	$21,453	$174,318
PAUL O'KANE	VP, DENTAL SERVICES	40.00	Highest	$149,794	$20,273	$170,067
MIKE MOONEY	CHAIR	4.00	Officer Director	$41,550	$0	$41,550
ANNETTE HERMAN	IMMEDIATE PAST CHAIR	5.00	Officer Director	$28,523	$0	$28,523
JONATHAN L JUREVIC MD	BOARD MEMBER	4.00	Director	$28,307	$0	$28,307
MARK ALEXANDER DMD	BOARD MEMBER	4.00	Director	$27,481	$0	$27,481
MICHAEL FERY	SECRETARY	4.00	Officer Director	$27,450	$0	$27,450
JIM PIERCE DDS	BOARD MEMBER	4.00	Director	$27,222	$0	$27,222
JOHANNA HALE	BOARD MEMBER	4.00	Director	$26,800	$0	$26,800
JACK LINCKS DDS	BOARD MEMBER	4.00	Director	$25,999	$0	$25,999
CHRISTINE NEUHOFF	CHAIR-ELECT	4.00	Officer Director	$26,500	$0	$26,500
NANCY BRIGGS	BOARD MEMBER	4.00	Director	$25,700	$0	$25,700
JOHN ECK MD	BOARD MEMBER	4.00	Director	$25,500	$0	$25,500
KYLE SIEMEN DMD	BOARD MEMBER	4.00	Director	$25,308	$0	$25,308
KURT PETELLIN DDS	BOARD MEMBER	4.00	Director	$25,221	$0	$25,221
PARK PRICE	BOARD MEMBER (THROUGH 03/2024)	4.00	Director	$2,328	$0	$2,328

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	$88,991,512	$92,232,099	$91,768,410	$-3,240,587
2023	$84,836,060	$83,039,256	$85,966,501	$1,796,804
2022	$80,626,574	$79,569,601	$77,033,140	$1,056,973
2021	$77,341,867	$76,530,255	$87,689,036	$811,612
2020	$74,924,135	$70,451,676	$78,752,049	$4,472,459
2019	$71,032,206	$68,717,805	$67,664,472	$2,314,401

DELTA DENTAL OF IDAHO