Skip to content
Nonprofiteer
← DELTA DENTAL OF NORTH CAROLINA

Form 990 for tax year 2022

Filed by DELTA DENTAL OF NORTH CAROLINA.

Totals

Total revenue
$127,980,837
Total expenses
$123,153,897
Contributions and grants received
$0
Grants paid
$431,000
Program services expenses (Part IX)
$116,663,852
Management and general expenses
$6,490,045
Fundraising expenses
$0
Program service expenses (Part III)
$116,663,852

Program services were 94.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AMY L BASEL

    CHIEF FINANCIAL OFFICER

    Total calculated
    $1,948,645
    From this org
    $0
    From related orgs
    $1,462,790
    Other
    $485,855
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $507,383 related
    Bonus
    $0 + $561,274 related
    Other
    $0 + $394,133 related
    Deferred
    $0 + $462,136 related
    Nontaxable benefits
    $0 + $23,719 related
    Filer's total
    $0 + $1,948,645 related

  • CURT R LADIG

    PRESIDENT & CEO

    Total calculated
    $819,224
    From this org
    $796,110
    From related orgs
    $0
    Other
    $23,114
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $536,121
    Bonus
    $196,875
    Other
    $63,114
    Deferred
    $15,250
    Nontaxable benefits
    $7,864
    Filer's total
    $819,224

  • DEBORAH JONES

    SVP & CHIEF SALES OFFICER

    Total calculated
    $444,391
    From this org
    $411,686
    From related orgs
    $0
    Other
    $32,705
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $174,300
    Bonus
    $232,130
    Other
    $5,256
    Deferred
    $15,250
    Nontaxable benefits
    $17,455
    Filer's total
    $444,391

  • JOHN PEATTIE

    ACCOUNT EXECUTIVE

    Total calculated
    $396,378
    From this org
    $354,088
    From related orgs
    $0
    Other
    $42,290
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $66,506
    Bonus
    $286,694
    Other
    $888
    Deferred
    $15,250
    Nontaxable benefits
    $27,040
    Filer's total
    $396,378

  • MARIROSE STEIGERWALD

    SVP & CAO

    Total calculated
    $333,650
    From this org
    $301,107
    From related orgs
    $0
    Other
    $32,543
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $232,754
    Bonus
    $65,000
    Other
    $3,353
    Deferred
    $15,088
    Nontaxable benefits
    $17,455
    Filer's total
    $333,650

  • HEATHER PICCIOTTI

    DIRECTOR, CLIENT MGT

    Total calculated
    $259,887
    From this org
    $221,506
    From related orgs
    $0
    Other
    $38,381
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $99,682
    Bonus
    $120,760
    Other
    $1,064
    Deferred
    $11,341
    Nontaxable benefits
    $27,040
    Filer's total
    $259,887

  • JOHN SINGLETARY

    ACCOUNT EXECUTIVE

    Total calculated
    $254,552
    From this org
    $237,049
    From related orgs
    $0
    Other
    $17,503
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $5,843
    Bonus
    $0
    Other
    $231,206
    Deferred
    $15,250
    Nontaxable benefits
    $2,253
    Filer's total
    $254,552

  • DENISE POWELL

    ACCOUNT EXECUTIVE

    Total calculated
    $196,244
    From this org
    $178,576
    From related orgs
    $0
    Other
    $17,668
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $65,229
    Bonus
    $110,706
    Other
    $2,641
    Deferred
    $8,926
    Nontaxable benefits
    $8,742
    Filer's total
    $196,244

  • ELAINE LOYACK

    VP, COMMUNITY ENGAGEMENT

    Total calculated
    $160,608
    From this org
    $126,877
    From related orgs
    $0
    Other
    $33,731
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $106,277
    Bonus
    $20,000
    Other
    $600
    Deferred
    $6,691
    Nontaxable benefits
    $27,040
    Filer's total
    $160,608

  • JAMES R ROSE JR

    CHAIR

    Total calculated
    $40,664
    From this org
    $24,000
    From related orgs
    $16,664
    Other
    $0
    Hours/week
    2 + 5 related

  • MOIRA S LOCASCIO

    IMMEDIATE PAST CHAIR

    Total calculated
    $28,415
    From this org
    $18,000
    From related orgs
    $10,415
    Other
    $0
    Hours/week
    2 + 5 related

  • SHEILA AHLER CPA

    SECRETARY & TREASURER

    Total calculated
    $21,600
    From this org
    $21,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • COURTNEY CROWDER

    VICE CHAIR

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • STEWART D HOLMES

    DIRECTOR

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • CLAIRE B NIVER

    DIRECTOR

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • LEAH DEVLIN DDS MPH

    DIRECTOR

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • RAJESH MANICKAM PHARMD

    DIRECTOR

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • KARA M HENDERSON DDS

    DIRECTOR

    Total calculated
    $7,500
    From this org
    $7,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
TRAVEL MAY BE AVAILABLE TO SPOUSES ON OCCASION AND WOULD BE TREATED AS TAXABLE INCOME TO THE BOARD MEMBER OR EMPLOYEE AS APPROPRIATE. THE CEO IS ELIGIBLE FOR REIMBURSEMENT OF SUBSTANTIATED HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES THAT HAVE A BUSINESS PURPOSE. THIS BENEFIT IS NOT TAXABLE BUT THE EXPENSES MUST BE SUBSTANTIATED AS A BUSINESS EXPENSE.
PART I, LINES 4A-B
A RELATED ORGANIZATION, DELTA DENTAL PLAN OF MICHIGAN, HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN ORDER TO BE ELIGIBLE FOR THE SERP, AN EMPLOYEE MUST BE A SENIOR VICE PRESIDENT OR HIGHER AND ADDED TO THE PLAN BY THE BOARD OF DIRECTORS. THE SERP BENEFITS ARE REVIEWED AS PART OF THE TOTAL COMPENSATION BY AN INDEPENDENT CONSULTANT; TOWERS WATSON. IN 2022, AMY BASEL ACCRUED BENEFITS AS A PARTICIPANT IN THE SERP PLAN. AMY BASEL BECAME VESTED IN A PORTION OF HER ACCRUED BENEFITS AND, AS REQUIRED BY THE IRS, THE VESTED PORTION WAS TREATED AS TAXABLE WAGES DURING 2022. THESE WAGES WERE ALSO REPORTED ON SCHEDULE J AS COMPENSATION THAT HAS BEEN REPORTED AS DEFERRED ON PRIOR FORM 990S. EFFECTIVE SEPTEMBER 1, 2020, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN UNDER SEC. 457(F) IS MAINTAINED BY THE ORGANIZATION FOR CERTAIN EXECUTIVE EMPLOYEES. UPON SEVERANCE FROM SERVICE PRIOR TO ATTAINMENT OF NORMAL RETIREMENT AGE, THE PARTICIPANT SHALL FORFEIT INELIGIBLE AMOUNTS IN THE PLAN UNLESS SUCH SEVERANCE IS DUE TO DEATH, DISABILITY, INVOLUNTARY TERMINATION WITHOUT CAUSE, OR A SEVERANCE FROM EMPLOYMENT FOR GOOD REASON. IN 2022, CURTIS LADIG ACCRUED BENEFITS AS A PARTICIPANT IN THE PLAN, BUT DID NOT RECEIVE A DISTRIBUTION. IN 2022 JOHN SINGLETARY RECEIVED A SEVERANCE PAYMENT FOR $230,683.
PART I, LINE 7
AS INDICATED IN SCHEDULE J, PART II, TOP MANAGEMENT OFFICIALS RECEIVED A BONUS BASED ON PERFORMANCE AND THE FINANCIAL RESULTS OF THE ORGANIZATION. THIS BONUS IS APPROVED BY THE BOARD OF DIRECTORS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202313189349301996

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.