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Nonprofiteer
← WANADA DENTAL BENEFITS TR

Form 990 for tax year 2023

Filed by WANADA DENTAL BENEFITS TR.

Totals

Total revenue
$2,566,717
Total expenses
$2,443,389
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,538,633
Investment income
$28,084
Other revenue
$0
Total assets, end of year
$2,209,486
Total liabilities, end of year
$242,745
Net assets or fund balances, end of year
$1,966,741
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: DENTAL PREMIUMS

    total $2,159,315 · related or exempt $2,159,315

  • 2b · Program service revenue: VISION PREMIUMS

    total $379,318 · related or exempt $379,318

  • 3 · Investment income

    total $28,084 · excluded $28,084

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $91,270

  • 8 · Pension plan contributions

    total $7,562

  • 9 · Other employee benefits

    total $30,166

  • 10 · Payroll taxes

    total $8,067

  • 11c · Fees: accounting

    total $5,122

  • 11g · Fees: other

    total $381,302

  • 23 · Insurance

    total $1,911,637

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $8,263

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $62,275 · end of year $29,596

  • 2 · Savings and temporary cash investments

    beginning of year $719,408 · end of year $812,729

  • 4 · Accounts receivable

    beginning of year $8,750 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $1,551,790 · end of year $1,367,161

  • 17 · Accounts payable and accrued expenses

    beginning of year $504,048 · end of year $242,745

  • 27 · Net assets without donor restrictions

    beginning of year $1,838,175 · end of year $1,966,741

Mission and programs · 2023

Mission

TO PROVIDE DENTAL INSURANCE SERVICES TO MEMBERS.

  • THE TRUST PROVIDES DENTAL AND VISION INSURANCE SERVICES FOR AREA AUTO DEALER MEMBERS AND THEIR STAFF.

As filed on the 2023 return.

Listed in Part VII

  • Kyle Balsis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Katie Matheson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shawn Lantz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Chad B Joy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mike Larkin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John O'Donnell

    PRESIDENT

    Total calculated
    $653,291
    From this org
    $0
    From related orgs
    $562,552
    Other
    $90,739
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $537,994 related
    Bonus
    $0
    Other
    $0 + $24,558 related
    Deferred
    $0 + $76,197 related
    Nontaxable benefits
    $0 + $14,542 related
    Filer's total
    $0 + $653,291 related

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, and on a Form 990-PF Part VIII's — 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 4B
JOHN O'DONNELL PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. $46,718 WAS CONTRIBUTED TO THE PLAN ON HIS BEHALF IN 2023.

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

No itemized grants to organizations 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • WANADA BUSINESS SERVICES CORPORATION

    C · PROVIDING AND MAINTAINING INSURANCE PROGRAMS · DC

    Directly controlled by WASHINGTON AREA NEW AUTOMOBILE DEALER ASSOCIATION

Provenance

Return type
form_990
Tax year
2023
Filed
29 October 2024
IRS schema version
2023v5.1
Source object
202403139349301490

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