Totals
- Total revenue
- $1,105,955,555
- Total expenses
- $1,148,687,038
- Contributions and grants received
- $0
- Grants paid
- $589,472
- Program service revenue
- $1,142,233,645
- Investment income
- $2,841,612
- Other revenue
- -$39,119,702
- Total assets, end of year
- $431,485,315
- Total liabilities, end of year
- $81,099,651
- Net assets or fund balances, end of year
- $350,385,664
- Program services expenses (Part IX)
- $1,132,257,082
- Management and general expenses
- $16,429,956
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,132,257,082
Program services were 98.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
RODNEY A YOUNG
CHAIR/CEO
- Total calculated
- $2,205,617
- From this org
- $2,155,976
- From related orgs
- $0
- Other
- $49,641
- Hours/week
- 22 + 28 related
Schedule J breakdown matched by us
- Base
- $1,034,794
- Bonus
- $1,100,682
- Other
- $20,500
- Deferred
- $18,300
- Nontaxable benefits
- $31,341
- Filer's total
- $2,205,617
-
BRUCE TEMPLETON DMD
DIRECTOR
- Total calculated
- $366,882
- From this org
- $364,000
- From related orgs
- $0
- Other
- $2,882
- Hours/week
- 1.3 + 32.6 related
Schedule J breakdown matched by us
- Base
- $364,000
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $2,882
- Filer's total
- $366,882
-
MICHAEL W HOWE
CO-LEAD DIRECTOR
- Total calculated
- $117,592
- From this org
- $116,750
- From related orgs
- $0
- Other
- $842
- Hours/week
- 3.7 + 2.4 related
-
KIMBERLY F PRICE
VICE CHAIR
- Total calculated
- $84,842
- From this org
- $84,000
- From related orgs
- $0
- Other
- $842
- Hours/week
- 1.9 + 2.5 related
-
ANGELA M RILEY
CO-LEAD DIRECTOR
- Total calculated
- $81,842
- From this org
- $81,000
- From related orgs
- $0
- Other
- $842
- Hours/week
- 2.5 + 0.8 related
-
DEB S KNUTSON
VICE CHAIR
- Total calculated
- $81,842
- From this org
- $81,000
- From related orgs
- $0
- Other
- $842
- Hours/week
- 3.3 + 0.8 related
-
JOHN D SOMROCK
TREASURER
- Total calculated
- $73,842
- From this org
- $73,000
- From related orgs
- $0
- Other
- $842
- Hours/week
- 2.3 + 1.8 related
-
SIMA L GRIFFITH
DIRECTOR
- Total calculated
- $66,000
- From this org
- $66,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1.8 + 1.4 related
-
MICHAEL ZAKULA DDS
SECRETARY
- Total calculated
- $48,842
- From this org
- $48,000
- From related orgs
- $0
- Other
- $842
- Hours/week
- 1.5 + 2.1 related
-
LAURA J GILLUND
DIRECTOR
- Total calculated
- $44,363
- From this org
- $43,000
- From related orgs
- $0
- Other
- $1,363
- Hours/week
- 1.9 + 0.6 related
-
JOHN W BLUFORD
DIRECTOR
- Total calculated
- $41,842
- From this org
- $41,000
- From related orgs
- $0
- Other
- $842
- Hours/week
- 1.9 + 1.1 related
-
JAMES R SWANSTROM DDS
DIRECTOR
- Total calculated
- $40,842
- From this org
- $40,000
- From related orgs
- $0
- Other
- $842
- Hours/week
- 1.3 + 1.8 related
-
LYNDSAY BATES DDS
DIRECTOR
- Total calculated
- $40,363
- From this org
- $39,000
- From related orgs
- $0
- Other
- $1,363
- Hours/week
- 1 + 2 related
-
SUSAN C ANDERSON
DIRECTOR
- Total calculated
- $36,842
- From this org
- $36,000
- From related orgs
- $0
- Other
- $842
- Hours/week
- 0.8 + 1.3 related
-
PAUL CARLSON
DIRECTOR
- Total calculated
- $36,000
- From this org
- $36,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.8 + 1.3 related
-
KATE MORTENSON
DIRECTOR
- Total calculated
- $36,000
- From this org
- $36,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1.3 + 1.1 related
-
TAMERA K ROBINSON
EVP & CFO, ASSIST. TREASURER
- Total calculated
- $1,083,443
- From this org
- $1,059,289
- From related orgs
- $0
- Other
- $24,154
- Hours/week
- 21.9 + 28.1 related
Schedule J breakdown matched by us
- Base
- $653,101
- Bonus
- $385,688
- Other
- $20,500
- Deferred
- $18,300
- Nontaxable benefits
- $5,854
- Filer's total
- $1,083,443
-
STEPHANIE A ALBERT
EVP & CLO, ASSIST. SECRETARY
- Total calculated
- $766,637
- From this org
- $717,051
- From related orgs
- $0
- Other
- $49,586
- Hours/week
- 23.2 + 26.8 related
Schedule J breakdown matched by us
- Base
- $443,991
- Bonus
- $251,975
- Other
- $21,085
- Deferred
- $18,300
- Nontaxable benefits
- $31,286
- Filer's total
- $766,637
-
CAROL M HOUGHTBY WATSON
VP & CHIEF ACCOUNTING OFFICER
- Total calculated
- $470,943
- From this org
- $434,418
- From related orgs
- $0
- Other
- $36,525
- Hours/week
- 20 + 30 related
Schedule J breakdown matched by us
- Base
- $292,142
- Bonus
- $108,276
- Other
- $34,000
- Deferred
- $18,300
- Nontaxable benefits
- $18,225
- Filer's total
- $470,943
-
NADIA MARTYN
VP, GEN. COUNSEL (INS. DIV.)
- Total calculated
- $372,346
- From this org
- $314,124
- From related orgs
- $0
- Other
- $58,222
- Hours/week
- 19.7 + 30.3 related
Schedule J breakdown matched by us
- Base
- $209,658
- Bonus
- $68,899
- Other
- $35,567
- Deferred
- $18,300
- Nontaxable benefits
- $39,922
- Filer's total
- $372,346
-
TIMOTHY R QUINN
CHIEF MARKETING OFFICER
- Total calculated
- $671,223
- From this org
- $0
- From related orgs
- $641,522
- Other
- $29,701
- Hours/week
- 17.7 + 32.3 related
Schedule J breakdown matched by us
- Base
- $0 + $412,469 related
- Bonus
- $0 + $202,053 related
- Other
- $0 + $27,000 related
- Deferred
- $0 + $18,300 related
- Nontaxable benefits
- $0 + $11,401 related
- Filer's total
- $0 + $671,223 related
-
THOMAS J BELLAMY
CHIEF SALES OFFICER
- Total calculated
- $465,025
- From this org
- $0
- From related orgs
- $429,057
- Other
- $35,968
- Hours/week
- 16 + 24 related
Schedule J breakdown matched by us
- Base
- $0 + $322,970 related
- Bonus
- $0 + $79,487 related
- Other
- $0 + $26,600 related
- Deferred
- $0 + $18,300 related
- Nontaxable benefits
- $0 + $17,668 related
- Filer's total
- $0 + $465,025 related
-
KATHLEEN J EILAND-MADISON
VP OF HR, DEI
- Total calculated
- $453,901
- From this org
- $425,706
- From related orgs
- $0
- Other
- $28,195
- Hours/week
- 24.2 + 25.8 related
Schedule J breakdown matched by us
- Base
- $279,484
- Bonus
- $124,779
- Other
- $21,443
- Deferred
- $13,194
- Nontaxable benefits
- $15,001
- Filer's total
- $453,901
-
JOSEPH P LALLY EXEC DIR
VP GOVERN. RELAT. (TO 9/2022)
- Total calculated
- $670,124
- From this org
- $638,775
- From related orgs
- $0
- Other
- $31,349
- Hours/week
- 33.6 + 16.4 related
Schedule J breakdown matched by us
- Base
- $167,153
- Bonus
- $176,714
- Other
- $294,908
- Deferred
- $18,300
- Nontaxable benefits
- $13,049
- Filer's total
- $670,124
-
KEVIN R DAVIDSON CHIEF
CORP. DEV. OFFICER (TO 10/2022)
- Total calculated
- $491,164
- From this org
- $0
- From related orgs
- $455,704
- Other
- $35,460
- Hours/week
- 1.9 + 38.1 related
Schedule J breakdown matched by us
- Base
- $0 + $274,572 related
- Bonus
- $0 + $154,204 related
- Other
- $0 + $26,928 related
- Deferred
- $0 + $18,300 related
- Nontaxable benefits
- $0 + $17,160 related
- Filer's total
- $0 + $491,164 related
-
NIRMALA J PRABHU
CHIEF DENTAL OFFICER
- Total calculated
- $464,031
- From this org
- $0
- From related orgs
- $406,801
- Other
- $57,230
- Hours/week
- 16 + 24 related
Schedule J breakdown matched by us
- Base
- $0 + $269,233 related
- Bonus
- $0 + $110,568 related
- Other
- $0 + $27,000 related
- Deferred
- $0 + $18,300 related
- Nontaxable benefits
- $0 + $38,930 related
- Filer's total
- $0 + $464,031 related
-
FORREST M FLINT
VP STRAT & INNO (THROUGH 12/2022)
- Total calculated
- $455,683
- From this org
- $414,823
- From related orgs
- $0
- Other
- $40,860
- Hours/week
- 14.1 + 20.9 related
Schedule J breakdown matched by us
- Base
- $239,649
- Bonus
- $127,674
- Other
- $47,500
- Deferred
- $18,300
- Nontaxable benefits
- $22,560
- Filer's total
- $455,683
-
PETER I VLADIMIROV
VP, IT & DATA ENGINEERING
- Total calculated
- $441,775
- From this org
- $0
- From related orgs
- $408,167
- Other
- $33,608
- Hours/week
- 16 + 24 related
Schedule J breakdown matched by us
- Base
- $0 + $301,269 related
- Bonus
- $0 + $86,398 related
- Other
- $0 + $20,500 related
- Deferred
- $0 + $18,300 related
- Nontaxable benefits
- $0 + $15,308 related
- Filer's total
- $0 + $441,775 related
-
MICHAEL J MCGUIRE
FORMER COO (TO 11/2021)
- Total calculated
- $508,915
- From this org
- $508,915
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $508,915
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $508,915
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 · First-class or charter travel
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 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
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- THE ORGANIZATION PAID FOR TRAVEL TO REQUIRED MEETINGS VIA FIRST CLASS COMMERCIAL FLIGHTS FOR CERTAIN EXECUTIVES.
- PART I, LINE 4A
- SOME EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING THE CALENDER YEAR. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST.
- PART I, LINE 5
- ALL ELIGIBLE EMPLOYEES MAY PARTICIPATE IN THE EMPLOYEE INCENTIVE PLAN WHICH IS APPROVED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE BOARD. THE 2022 PLAN ALLOWS FOR AN INCENTIVE PLAN PAYOUT BASED ON THREE COMPONENTS: THE COMPANY'S FINANCIAL PERFORMANCE, CUSTOMER AND EMPLOYEE EXPERIENCE, AND INDIVIDUAL GOALS. WITHIN THE CALCULATION OF THE COMPANY'S FINANCIAL PERFORMANCE, THERE IS A COMPONENT BASED ON REVENUE AND A COMPONENT BASED ON OPERATING EARNINGS. THE INCENTIVE AMOUNT IS BASED ON THE MATHEMATICAL CALCULATION OF THE RESULTS FOR EACH COMPONENT. FOR 2022, EACH EMPLOYEE'S AMOUNT WAS CALCULATED WITH 75% WEIGHT BASED ON THE COMPANY PERFORMANCE AND 25% WEIGHT BASED ON THEIR INDIVIDUAL PERFORMANCE.
- PART I, LINE 6
- ALL ELIGIBLE EMPLOYEES MAY PARTICIPATE IN THE EMPLOYEE INCENTIVE PLAN WHICH IS APPROVED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE BOARD. THE 2022 PLAN ALLOWS FOR AN INCENTIVE PLAN PAYOUT BASED ON THREE COMPONENTS: THE COMPANY'S FINANCIAL PERFORMANCE, CUSTOMER AND EMPLOYEE EXPERIENCE, AND INDIVIDUAL GOALS. WITHIN THE CALCULATION OF THE COMPANY'S FINANCIAL PERFORMANCE, THERE IS A COMPONENT BASED ON REVENUE AND A COMPONENT BASED ON OPERATING EARNINGS. THE INCENTIVE AMOUNT IS BASED ON THE MATHEMATICAL CALCULATION OF THE RESULTS FOR EACH COMPONENT. FOR 2022, EACH EMPLOYEE'S AMOUNT WAS CALCULATED WITH 75% WEIGHT BASED ON THE COMPANY PERFORMANCE AND 25% WEIGHT BASED ON THEIR INDIVIDUAL PERFORMANCE.
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
-
$100,000
BIG TEN CONFERENCE TOURNAMENT IN MINNESOTA SPONSORSHIP
-
$25,000
FAMILY-CENTERED ORAL HEALTH EDUCATION
-
$25,000
COMPREHENSIVE DENTAL HEALTH INITIATIVE
-
$25,000
PROGRAM TO IMPROVE COMMUNITY ORAL HEALTH OUTREACH
-
$21,512
INCREASING ORAL HEALTH ACCESS PARTNERSHIP
-
$17,500
GREATER BEMIDJI INVESTMENT PARTNER CONTRIBUTION 2022
-
PEDIATRIC ASSESSMENT AND MEDICAL MANAGEMENT PROGRAM
-
MINNESOTA DENTAL FOUNDATION INC
$15,000
FUND-A-SMILE
-
BOYS & GIRLS CLUB OF ROCHESTER
$12,500
YOUTH DEVELOPMENT POSITIVE ACTION PROGRAM
-
$12,500
CULTURAL LEADERSHIP ACADEMIC WELL-BEING (CLAW)
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.
-
501 (C)(4) · DENTAL SERVICE PLANS · MN · controlled entity
Directly controlled by STRATACOR
-
DELTA DENTAL OF MINNESOTA FOUNDATION
501 (C)(3) · FOUNDATION · MN · controlled entity
Directly controlled by STRATACOR
-
501(C)(4) · DENTAL SERVICE PLANS · NE · controlled entity
Directly controlled by STRATACOR
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
ADMIN OF DENTAL SERVICE PLANS · MN · income $1,130,161,145 · assets $92,266,526
Directly controlled by STRATACOR
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · VISION COVERAGE · MN · 100% owned · share of income $448,957 · share of assets $998,509 · controlled entity
Directly controlled by STRATACOR
-
C · SALE OF DENTAL PRODUCTS AND CONSULTING · DE · 100% owned · share of income $22,301,849 · share of assets $15,161,394 · controlled entity
Directly controlled by STRATACOR
-
C · BEMIDJI BUILDING HOLDING CO · DE · 100% owned · share of income $1,060,441 · share of assets $10,399,080 · controlled entity
Directly controlled by STRATACOR
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303199349314920
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.