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Nonprofiteer
← DELTA DENTAL OF VIRGINIA FOUNDATION INC

Form 990 for tax year 2023

Filed by DELTA DENTAL OF VIRGINIA FOUNDATION INC.

Totals

Total revenue
$2,010,694
Total expenses
$2,010,146
Contributions and grants received
$2,010,694
Grants paid
$1,637,466
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,050,886
Total liabilities, end of year
$1,024,812
Net assets or fund balances, end of year
$26,074
Program services expenses (Part IX)
$1,658,667
Management and general expenses
$351,479
Fundraising expenses
$0
Program service expenses (Part III)
$1,658,667

Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

  • 1d · Related organizations

    $2,010,694

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,637,466 · program services $1,637,466

  • 11a · Fees: management

    total $299,836 · management and general $299,836

  • 11g · Fees: other

    total $29,766 · program services $21,201 · management and general $8,565

  • 13 · Office expenses

    total $5,936 · management and general $5,936

  • 14 · Information technology

    total $13,947 · management and general $13,947

  • 16 · Occupancy

    total $11,301 · management and general $11,301

  • 17 · Travel

    total $11,894 · management and general $11,894

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $404,853 · end of year $972,175

  • 3 · Pledges and grants receivable

    beginning of year $76,603 · end of year $75,130

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,457 · end of year $3,581

  • 17 · Accounts payable and accrued expenses

    beginning of year $445,112 · end of year $1,014,550

  • 25 · Other liabilities

    beginning of year $13,275 · end of year $10,262

  • 27 · Net assets without donor restrictions

    beginning of year $25,526 · end of year $26,074

Mission and programs · 2023

Mission

THE FOUNDATION WORKS TO IMPROVE THE ORAL HEALTH OF ALL VIRGINIANS THROUGH FINANCIAL SUPPORT OF RESEARCH AND EDUCATION INITIATIVES AND PROGRAMS THAT PROVIDE ACCESS TO CARE FOR THE UNDERSERVED.

Activities or mission (Part I)

IMPROVE THE PUBLIC'S ORAL HEALTH IN THE COMMONWEALTH OF VIRGINIA.

  • PROMOTION OF ORAL HEALTH CARE THROUGH EDUCATION, RESEARCH AND INCREASED ACCESS TO ORAL HEALTH CARE IN THE COMMONWEALTH OF VIRGINIA.

    Expenses $1,658,667 · Grants $1,637,466

As filed on the 2023 return.

Listed in Part VII

  • Dr Lezley P McIlveen

    DIRECTOR

    Total calculated
    $45,045
    From this org
    $0
    From related orgs
    $45,045
    Other
    $0
    Hours/week
    1 + 4 related

  • Dr A Carole Pratt

    DIRECTOR

    Total calculated
    $35,736
    From this org
    $0
    From related orgs
    $35,736
    Other
    $0
    Hours/week
    1 + 3 related

  • Dr McKinley L Price

    DIRECTOR

    Total calculated
    $33,375
    From this org
    $0
    From related orgs
    $33,375
    Other
    $0
    Hours/week
    1 + 4 related

  • Mr Jan S Sessor

    DIRECTOR

    Total calculated
    $35,625
    From this org
    $0
    From related orgs
    $35,625
    Other
    $0
    Hours/week
    1 + 4 related

  • Mr Frank L Lucia

    PRESIDENT & CEO

    Total calculated
    $2,138,177
    From this org
    $0
    From related orgs
    $2,041,318
    Other
    $96,859
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $849,565 related
    Bonus
    $0 + $1,170,940 related
    Other
    $0 + $20,813 related
    Deferred
    $0 + $66,000 related
    Nontaxable benefits
    $0 + $30,859 related
    Filer's total
    $0 + $2,138,177 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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1B
FIRST-CLASS OR CHARTER TRAVEL-WE FOLLOW ADOPTED POLICY FOR BOTH FIRST-CLASS OR CHARTER TRAVEL. IN SUMMARY, FIRST-CLASS TRAVEL IS NOT ALLOWED EXCEPT BY SPECIFIC GUIDANCE IN THE T & E POLICY (I.E. EXCEPTIONALLY LONG FLIGHT, ETC.) TRAVEL FOR COMPANIONS-WE FOLLOW ADOPTED CORPORATE TRAVEL AND ENTERTAINMENT (T&E) POLICY FOR COMPANIONS. IN SUMMARY, SPOUSAL TRAVEL IS NOT COVERED UNLESS SPECIFIC CRITERIA IS MET.
PART I, LINE 4B
THE PLANS WERE ESTABLISHED VIA THIS ORGANIZATION'S AND THE RELATED ORGANIZATION'S MANAGEMENT DEVELOPMENT & COMPENSATION COMMITTEE'S COMPENSATION AND BENEFIT REVIEW WHICH IS IN ACCORDANCE WITH THE PROCESS OUTLINED BY THE IRS FOR SETTING REASONABLE COMPENSATION. THESE PLANS ARE IN ACCORDANCE WITH SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS AS PER IRS SECTIONS 409(A). THERE WERE NO LUMP SUM PAYMENTS PAID FROM THIS ORGANIZATION NOR A RELATED ORGANIZATION 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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • REVOLV INC

    C · PROVIDES TPA SERVICES TO DENTAL INSURANCE COMPANIES · VA

  • STRYDEN INC

    C · PROVIDES VISION CARE INSURANCE · VA

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202403179349302145

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