DELTA DENTAL PLAN OF NEW MEXICO 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

1971

Legal Domicile

Phone

5058557114

Tax Period

2024-01-01 to 2024-12-31

DELTA DENTAL PLAN OF NEW MEXICO INC, founded in 1971, is a mid-sized nonprofit that reported $74.6M in total revenue in fiscal year 2024. Expenses of $69.9M left a modest 6% surplus.

Mission

DELTA DENTAL OF NEW MEXICO'S MISSION IS TO ADVANCE AND PROMOTE THE IMPROVEMENT OF ORAL HEALTH THROUGH PREPAID DENTAL SERVICES, SUPPORT FOR RESEARCH AND EDUCATION, AND COMMUNITY OUTREACH DIRECTED TOWARD SECURING ACCESS TO QUALITY DENTAL CARE FOR ALL.

Program Service Accomplishments

Program 1

Expenses: $66,076,801 Revenue: $71,043,360

PROMOTING DENTAL CARE: DELTA DENTAL OF NEW MEXICO, INC. IS A LEADNG GROUP DENTAL BENEFITS PROVIDER. THE PURPOSE OF THE ORGANIZATION IS TO ADVANCE AND PROMOTE THE IMPROVEMEMNT OF ORAL HEALTH. THIS IS DONE BY OFFERING INNOVATIVE, COST-EFFECTIVE PRODUCTS THAT MEET THE NEEDS OF CUSTOMERS. THIS WAS DEMONSTRATED IN 2024 BY PAYING OUT OVER $53 MILLION IN CLAIMS AND BY PROVIDING DENTAL BENEFITS FOR THE PUBLIC AND ADVANCING THE SCIENCE OF DENTISTRY. IN ADDITION, OVER 830,000 CLAIMS WERE PROCESSED FOR OVER 407,000 MEMBERS. SEE SCHEDULE O FOR CONTINUATION

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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 $71,047,073

Investment Income $3,555,027

Other Revenue $5,885

TOTAL REVENUE $74,607,985

Expense Breakdown

Grants Paid $769,613

Salaries & Benefits $4,978,580

Fundraising Expenses $0

Program Expenses $66,076,801

Other Expenses $64,132,128

TOTAL EXPENSES $69,880,321

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,607,985	$74,841,906	0.0%
Expenses	$69,880,321	$74,005,819	-0.1%
Net Income	$4,727,664	$836,087	+4.7%

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

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

$4,351,030

Total Directors

$135,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE N NATHE RDH MS	CHAIR	5.0	Officer Director	$20,000	$0	$20,000
ANDREW DOLAN	DIRECTOR	5.0	Director	$17,000	$0	$17,000
FRED CISNEROS	VICE CHAIR	5.0	Director	$13,500	$0	$13,500
KRISTIN HENDRICKS DDS	DIRECTOR	5.0	Director	$13,500	$0	$13,500
LAWRENCE T PETERSON	DIRECTOR	5.0	Director	$17,000	$0	$17,000
MARY ALICE WALKER-LYSAK CPA	DIRECTOR	5.0	Director	$13,500	$0	$13,500
MELISSA RAVAGO DMD	DIRECTOR	5.0	Director	$13,500	$0	$13,500
ROBIN DOZIER OTTEN	DIRECTOR	5.0	Director	$13,500	$0	$13,500
RON RIVERA CPA CVGA	DIRECTOR	5.0	Director	$13,500	$0	$13,500
AMY L BASEL	CFO & TREASURER	1.0	Officer	$0	$688,090	$3,169,998
CLAUDIO QUINN LOPEZ	CHIEF LEGAL OFFICER & SECRETARY	50.0	Officer	$272,558	$22,102	$294,660
LOUIS VOLK III	PRESIDENT & CEO	50.0	Officer	$803,581	$62,791	$866,372
DOUGLAS DUNTON	MANAGER, QUALITY AND ANALYTICS	50.0	Highest	$119,474	$16,523	$135,997
JEREMY ASLAKSEN	MANAGER, MARKETING, COMMUNICATIONS, AND COMMUNITY ENGAGEMENT	50.0	Highest	$109,248	$21,431	$130,679
KIMBERLY SCHAFER	DIRECTOR, PEOPLE SERVICES	50.0	Highest	$153,955	$26,969	$180,924
MICHELE TOON	DIRECTOR OF SALES AND BUSINESS DEVELOPMENT	50.0	Highest	$112,049	$17,767	$129,816
NATHALIE CASADO	DIRECTOR, CORPORATE ADMINISTRATION	50.0	Highest	$164,285	$24,458	$188,743

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	$74,607,985	$69,880,321	$91,583,703	$4,727,664
2023	$74,841,906	$74,005,819	$86,344,181	$836,087
2022	$69,208,618	$69,023,868	$81,083,410	$184,750
2021	$75,517,286	$66,104,318	$81,908,346	$9,412,968
2020	$63,525,711	$55,649,523	$74,508,719	$7,876,188
2019	$59,373,844	$55,350,508	$62,375,115	$4,023,336
2018	$115,894,662	$112,415,856	$56,147,641	$3,478,806