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Nonprofiteer
← DELTA DENTAL OF NEW YORK INC

Form 990 for tax year 2023

Filed by DELTA DENTAL OF NEW YORK INC.

Totals

Total revenue
$789,665,059
Total expenses
$764,944,987
Contributions and grants received
$0
Grants paid
$2,388,179
Program service revenue
$781,707,164
Investment income
$8,611,352
Other revenue
-$653,457
Total assets, end of year
$256,381,782
Total liabilities, end of year
$81,350,017
Net assets or fund balances, end of year
$175,031,765
Program services expenses (Part IX)
$759,400,968
Management and general expenses
$5,544,019
Fundraising expenses
$0
Program service expenses (Part III)
$759,400,968

Program services were 99.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CASTRO MICHAEL J

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $7,171,497
    From this org
    $0
    From related orgs
    $6,909,365
    Other
    $262,132
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,423,077 related
    Bonus
    $0 + $5,037,406 related
    Other
    $0 + $448,882 related
    Deferred
    $0 + $230,073 related
    Nontaxable benefits
    $0 + $32,059 related
    Filer's total
    $0 + $7,171,497 related

  • JACKSON KEVIN L

    EVP/CHIEF GROWTH OFFICER

    Total calculated
    $4,176,815
    From this org
    $0
    From related orgs
    $4,160,020
    Other
    $16,795
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $2,161,459 related
    Other
    $0 + $1,998,561 related
    Deferred
    $0 + $16,795 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $4,176,815 related

  • CHAVARRIA SARAH M

    PRESIDENT

    Total calculated
    $3,151,261
    From this org
    $0
    From related orgs
    $3,084,552
    Other
    $66,709
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $875,000 related
    Bonus
    $0 + $2,191,210 related
    Other
    $0 + $18,342 related
    Deferred
    $0 + $34,650 related
    Nontaxable benefits
    $0 + $32,059 related
    Filer's total
    $0 + $3,151,261 related

  • WEBER ALICIA F

    EVP CHIEF FINANCIAL OFFICER

    Total calculated
    $2,811,392
    From this org
    $0
    From related orgs
    $2,737,332
    Other
    $74,060
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $848,558 related
    Bonus
    $0 + $1,821,731 related
    Other
    $0 + $67,043 related
    Deferred
    $0 + $57,050 related
    Nontaxable benefits
    $0 + $17,010 related
    Filer's total
    $0 + $2,811,392 related

  • HANKINSON MICHAEL G

    EVP CHIEF LEGAL OFFICER

    Total calculated
    $2,292,835
    From this org
    $0
    From related orgs
    $2,237,025
    Other
    $55,810
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $674,039 related
    Bonus
    $0 + $1,494,755 related
    Other
    $0 + $68,231 related
    Deferred
    $0 + $34,650 related
    Nontaxable benefits
    $0 + $21,160 related
    Filer's total
    $0 + $2,292,835 related

  • TITCOMBE DOMINIC

    EVP/CHIEF INFORMATION OFFICER

    Total calculated
    $1,985,103
    From this org
    $0
    From related orgs
    $1,918,394
    Other
    $66,709
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $589,231 related
    Bonus
    $0 + $1,296,017 related
    Other
    $0 + $33,146 related
    Deferred
    $0 + $34,650 related
    Nontaxable benefits
    $0 + $32,059 related
    Filer's total
    $0 + $1,985,103 related

  • MACGILVRAY JENNIFER

    SENIOR VICE PRESIDENT QUALITY CARE AND CLAIMS

    Total calculated
    $756,929
    From this org
    $0
    From related orgs
    $692,106
    Other
    $64,823
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $369,615 related
    Bonus
    $0 + $308,742 related
    Other
    $0 + $13,749 related
    Deferred
    $0 + $34,650 related
    Nontaxable benefits
    $0 + $30,173 related
    Filer's total
    $0 + $756,929 related

  • KUELZOW DANIEL P

    SALES ACCOUNT EXECUTIVE

    Total calculated
    $679,175
    From this org
    $618,850
    From related orgs
    $0
    Other
    $60,325
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,150
    Bonus
    $507,319
    Other
    $6,381
    Deferred
    $34,650
    Nontaxable benefits
    $25,675
    Filer's total
    $679,175

  • GANNON BRIAN

    DIRECTOR SALES

    Total calculated
    $666,280
    From this org
    $603,084
    From related orgs
    $0
    Other
    $63,196
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,987
    Bonus
    $427,431
    Other
    $5,666
    Deferred
    $34,650
    Nontaxable benefits
    $28,546
    Filer's total
    $666,280

  • CLARKE JAMIE

    VICE PRESIDENT NETWORK DEVELOPMENT

    Total calculated
    $649,752
    From this org
    $0
    From related orgs
    $591,677
    Other
    $58,075
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,643 related
    Bonus
    $0 + $249,813 related
    Other
    $0 + $4,221 related
    Deferred
    $0 + $34,650 related
    Nontaxable benefits
    $0 + $23,425 related
    Filer's total
    $0 + $649,752 related

  • GRAYBILL RICHARD C

    VP UNDERWRITING AND ACTUARIAL

    Total calculated
    $607,836
    From this org
    $0
    From related orgs
    $562,132
    Other
    $45,704
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,775 related
    Bonus
    $0 + $278,483 related
    Other
    $0 + $10,874 related
    Deferred
    $0 + $34,650 related
    Nontaxable benefits
    $0 + $11,054 related
    Filer's total
    $0 + $607,836 related

  • SEWARD ROBERT C

    SALES ACCOUNT EXECUTIVE

    Total calculated
    $469,406
    From this org
    $408,029
    From related orgs
    $0
    Other
    $61,377
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $87,921
    Bonus
    $311,143
    Other
    $8,965
    Deferred
    $34,650
    Nontaxable benefits
    $26,727
    Filer's total
    $469,406

  • DAVIS CHRISTOPHER T

    VICE PRESIDENT SALES

    Total calculated
    $451,431
    From this org
    $0
    From related orgs
    $389,200
    Other
    $62,231
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,480 related
    Bonus
    $0 + $128,988 related
    Other
    $0 + $5,732 related
    Deferred
    $0 + $33,939 related
    Nontaxable benefits
    $0 + $28,292 related
    Filer's total
    $0 + $451,431 related

  • CEMBROLA MICHAEL

    VP SALES

    Total calculated
    $437,213
    From this org
    $0
    From related orgs
    $422,548
    Other
    $14,665
    Hours/week
    3 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $70,391 related
    Bonus
    $0 + $313,571 related
    Other
    $0 + $38,586 related
    Deferred
    $0 + $8,296 related
    Nontaxable benefits
    $0 + $6,369 related
    Filer's total
    $0 + $437,213 related

  • DILIBERTO LISA A

    DIRECTOR ACCOUNT SERVICES

    Total calculated
    $385,518
    From this org
    $346,136
    From related orgs
    $0
    Other
    $39,382
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,304
    Bonus
    $134,562
    Other
    $23,270
    Deferred
    $29,397
    Nontaxable benefits
    $9,985
    Filer's total
    $385,518

  • WHITLEY TEENA RENEE

    ACCOUNT MANAGER

    Total calculated
    $202,722
    From this org
    $165,362
    From related orgs
    $0
    Other
    $37,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,404
    Bonus
    $27,250
    Other
    $8,708
    Deferred
    $16,449
    Nontaxable benefits
    $20,911
    Filer's total
    $202,722

  • FOSTER JEANNE M

    VP FINANCE

    Total calculated
    $192,219
    From this org
    $0
    From related orgs
    $192,219
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $192,219 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $192,219 related

  • METZ LYNETTE A

    CHAIR

    Total calculated
    $19,200
    From this org
    $19,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • MAZZA STACY

    DIRECTOR

    Total calculated
    $7,395
    From this org
    $7,395
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MCCARTIN THOMAS J

    DIRECTOR

    Total calculated
    $7,395
    From this org
    $7,395
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • LEVINE ANDREW S DDS

    DIRECTOR

    Total calculated
    $7,395
    From this org
    $7,395
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • KARALEKAS GEORGE S

    DIRECTOR

    Total calculated
    $6,561
    From this org
    $6,561
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • HALTON THOMAS M DMD

    DIRECTOR

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SPENCER JAMES E DDS

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

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

  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 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 3
COMPENSATION PAID TO THE CEO AND EXECUTIVE VICE PRESIDENTS IS APPROVED BY THE COMPENSATION COMMITTEE OF THE ORGANIZATION. THE COMPENSATION COMMITTEE APPROVES COMPENSATION FOR THE ENSUING YEAR AFTER REVIEWING COMPARABILITY DATA PRESENTED BY AN INDEPENDENT OUTSIDE COMPENSATION CONSULTANT, AN ASSESSMENT OF EACH OFFICER'S PERFORMANCE OVER THE PRECEDING YEAR, AND THE ORGANIZATION'S PROGRAM ACCOMPLISHMENTS FOR THE PRIOR YEAR. COMPENSATION PAID TO DIRECTORS IS ALSO APPROVED BY THE COMPENSATION COMMITTEE AFTER REVIEWING COMPARABILITY DATA IN A BENCHMARKING STUDY PREPARED AND PRESENTED BY AN INDEPENDENT OUTSIDE COMPENSATION CONSULTANT RETAINED BY THE BOARD OF DIRECTORS. THESE PROCESSES WERE FOLLOWED FOR 2023 COMPENSATION.
PART I, LINE 4A
DURING 2023, ONE EXECUTIVE, KEVIN L. JACKSON RECEIVED A SEVERANCE PAYMENT UPON SEPARATION FROM THE ORGANIZATION. THIS PAYMENT IS INCLUDED ON SCHEDULE J AND REPORTED IN PART II, COLUMN (B)(III).
PART I, LINE 7:
THE CEO OF THE ORGANIZATION, WITH BOARD OF DIRECTORS APPROVAL, MAY GRANT AN ANNUAL BONUS TO ALL MANAGEMENT EMPLOYEES. THESE AMOUNTS ARE INCLUDED IN TAXABLE COMPENSATION. DELTA DENTAL OF NEW YORK MAINTAINS A LONG-TERM INCENTIVE PLAN (LTIP) FOR ELIGIBLE EMPLOYEES OF THE ORGANIZATION, LINKING COMPENSATION TO THE COMPANY'S PERFORMANCE. USING SUCCESS METRICS SUCH AS REVENUES, NET GAIN AS A PERCENTAGE OF REVENUES, AND OTHERS, ALLOWS THE COMPANY TO ACCURATELY MEASURE ITS GROWTH, INFORM ON PROGRESS OF ITS BUSINESS TRANSFORMATION, AND EMPOWER CONTINUED SUCCESS. THE LTIP IS UNFUNDED AND ALL PAYMENTS FROM THE LTIP ARE DERIVED FROM THE GAINS OF THE COMPANY. AS SUCH, THERE IS NO GUARANTEE OF INCENTIVE PAYMENTS UNDER THE LTIP. THE CEO MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE FOR ITS REVIEW AND APPROVAL REGARDING THE PERFORMANCE OBJECTIVES, BOTH FINANCIAL AND NON-FINANCIAL, UPON WHICH PAYMENT OF AWARDS ARE BASED AND THE TIME PERIOD DURING WHICH PERFORMANCE SHALL BE MEASURED. EACH LTIP PLAN SPANS THREE YEARS, OVERLAPPING WITH CURRENT PLANS. THESE AMOUNTS ARE INCLUDED IN TAXABLE COMPENSATION.
PART II, ROW (II):
THE MAJORITY OF THE ORGANIZATION'S OFFICERS ARE PAID BY A RELATED ORGANIZATION. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON ROW (II).

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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202403129349301500

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