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Nonprofiteer
← DELTA DENTAL OF WASHINGTON

Form 990 for tax year 2022

Filed by DELTA DENTAL OF WASHINGTON.

Totals

Total revenue
$1,698,134,328
Total expenses
$1,671,918,538
Contributions and grants received
$671,483
Grants paid
$6,347,657
Program service revenue
$1,688,122,627
Investment income
$9,084,626
Other revenue
$255,592
Total assets, end of year
$256,611,926
Total liabilities, end of year
$93,918,845
Net assets or fund balances, end of year
$162,693,081
Program services expenses (Part IX)
$1,586,294,269
Management and general expenses
$85,624,269
Fundraising expenses
$0
Program service expenses (Part III)
$1,586,294,269

Program services were 94.9% 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

    $17,115

  • 1f · All other contributions, gifts and grants

    $654,368

  • 2a · Program service revenue: PREMIUM REVENUE

    total $1,688,063,858 · related or exempt $1,688,063,858

  • 2b · Program service revenue: SMILEMOBILE

    total $58,769 · related or exempt $58,769

  • 3 · Investment income

    total $5,410,306 · excluded $5,410,306

  • 4 · Income from investment of tax-exempt bond proceeds

    total $198,522 · excluded $198,522

  • 7a · Gross sales of assets other than inventory

    securities $107,212,288

  • 7b · Less cost or other basis and sales expenses

    securities $103,582,516 · other assets $153,974

  • 7c · Gain or loss

    securities $3,629,772 · other assets -$153,974

  • 7d · Net gain or loss

    total $3,475,798 · excluded $3,475,798

  • 11d · All other revenue

    total $255,592 · related or exempt $255,592

  • 11e · Other revenue, total

    $255,592

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,347,657 · program services $6,347,657

  • 4 · Benefits paid to or for members

    total $1,529,658,909 · program services $1,529,658,909

  • 5 · Compensation of officers, directors and key employees

    total $15,745,666 · program services $4,437,932 · management and general $11,307,734

  • 7 · Other salaries and wages

    total $34,849,910 · program services $15,531,773 · management and general $19,318,137

  • 8 · Pension plan contributions

    total $2,558,579 · program services $959,914 · management and general $1,598,665

  • 9 · Other employee benefits

    total $8,664,034 · program services $3,833,962 · management and general $4,830,072

  • 10 · Payroll taxes

    total $3,839,097 · program services $1,576,935 · management and general $2,262,162

  • 11b · Fees: legal

    total $211,711 · program services $9,436 · management and general $202,275

  • 11c · Fees: accounting

    total $426,625 · management and general $426,625

  • 11d · Fees: lobbying

    total $72,721 · program services $72,721

  • 11f · Fees: investment management

    total $471,009 · management and general $471,009

  • 11g · Fees: other

    total $5,127,083 · program services $2,616,834 · management and general $2,510,249

  • 12 · Advertising and promotion

    total $8,760,895 · program services $2,901,946 · management and general $5,858,949

  • 13 · Office expenses

    total $5,764,154 · program services $3,422,546 · management and general $2,341,608

  • 14 · Information technology

    total $9,120,809 · program services $56,855 · management and general $9,063,954

  • 16 · Occupancy

    total $3,913,716 · program services $102,308 · management and general $3,811,408

  • 17 · Travel

    total $1,012,019 · program services $355,783 · management and general $656,236

  • 19 · Conferences, conventions and meetings

    total $563,651 · program services $148,196 · management and general $415,455

  • 20 · Interest

    total $19,020 · management and general $19,020

  • 22 · Depreciation, depletion and amortization

    total $5,707,574 · program services $36,167 · management and general $5,671,407

  • 23 · Insurance

    total $455,348 · management and general $455,348

  • 24a · Other expenses: TAXES & SERVICE CHARGES

    total $15,187,024 · program services $2,562,907 · management and general $12,624,117

  • 24b · Other expenses: COMMISSIONS

    total $11,533,715 · program services $11,533,715

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $1,781,048 · program services $120,584 · management and general $1,660,464

  • 24d · Other expenses: RESEARCH & DEVELOPMENT

    total $16,637 · program services $2,829 · management and general $13,808

  • 24e · All other expenses

    total $109,927 · program services $4,360 · management and general $105,567

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,345,020 · end of year $11,452,470

  • 2 · Savings and temporary cash investments

    beginning of year $2,371,933 · end of year $2,056,393

  • 4 · Accounts receivable

    beginning of year $31,893,597 · end of year $27,619,683

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,199,137 · end of year $5,973,516

  • 10a · Land, buildings and equipment: cost or other basis

    $78,641,591

  • 10b · Land, buildings and equipment: accumulated depreciation

    $52,977,627

  • 10c · Land, buildings and equipment, net

    beginning of year $26,878,430 · end of year $25,663,964

  • 11 · Investments: publicly traded securities

    beginning of year $187,737,103 · end of year $162,329,374

  • 12 · Investments: other securities

    beginning of year $1,113,506 · end of year $962,177

  • 15 · Other assets

    beginning of year $1,109,636 · end of year $20,554,349

  • 17 · Accounts payable and accrued expenses

    beginning of year $63,094,547 · end of year $59,188,598

  • 18 · Grants payable

    beginning of year $560,600 · end of year $1,173,513

  • 19 · Deferred revenue

    beginning of year $9,562,113 · end of year $8,969,238

  • 25 · Other liabilities

    beginning of year $0 · end of year $24,587,496

  • 27 · Net assets without donor restrictions

    beginning of year $187,431,102 · end of year $162,693,081

Mission and programs · 2022

Mission

SEE SCHEDULE ODDWA WILL REVOLUTIONIZE THE ORAL HEALTH INDUSTRY AND IMPROVE OVERALL HEALTH. THIS INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: TO SECURE DENTAL SERVICE FOR EMPLOYER GROUPS, INDIVIDUALS AND THEIR FAMILIES; PROVIDE INNOVATIVE PRODUCTS AND SERVICES; TO ENCOURAGE, FOSTER AND FINANCE PROFESSIONAL AND SCIENTIFIC STUDY AND RESEARCH IN THE GENERAL FIELD OF ORAL HEALTH; AND TO EDUCATE THE PUBLIC CONCERNING THE NEED FOR AND ADVANTAGE OF ADEQUATE DENTAL TREATMENT.

Activities or mission (Part I)

DDWA WILL REVOLUTIONIZE THE ORAL HEALTH INDUSTRY AND IMPROVE OVERALL HEALTH.

  • SEE SCHEDULE ODDWA PROVIDES DENTAL INSURANCE FOR OVER 3,916,000 PRIMARY SUBSCRIBERS AND THEIR DEPENDENTS THROUGHOUT THE STATE OF WASHINGTON AND ACROSS THE NATION. WORKING COLLECTIVELY WITH PRODUCERS AND BENEFIT MANAGERS, WE OFFER STANDARD INSURANCE BENEFITS, AS WELL AS HIGHLY CUSTOMIZED PLANS TO MEET THE NEEDS OF INDIVIDUALS AND THEIR FAMILIES. WE HAVE CONTRACTED WITH NEARLY 4,800 DENTISTS, CREATING A NETWORK OF PROVIDERS SERVING PATIENTS ACROSS THE STATE. AS A MEMBER OF THE DELTA DENTAL PLANS ASSOCIATION, A NATIONAL ASSOCIATION SUPPORTING DELTA INSURERS NATION-WIDE, OUR MEMBERS ARE ABLE TO ACCESS DELTA CONTRACTED PROVIDERS IN EVERY STATE. IN 2022, DDWA PROCESSED OVER 7,608,000 CLAIMS FOR SUBSCRIBERS AND THEIR DEPENDENTS. TO ENSURE PROVIDERS ARE SUBMITTED CLAIMS APPROPRIATELY, WE AUDITED OVER 43,000 INDIVIDUAL CLAIMS, THE RESULTS OF WHICH INCLUDE EDUCATION OF DENTAL OFFICE STAFF ON THE USE OF CDT CODES, INVOICING PROCEDURES AND REDUCING COMMON ERRORS.

    Expenses $1,576,440,690 · Revenue $1,688,063,858

  • SEE SCHEDULE ODELTA DENTAL OF WASHINGTON PROMOTES THE VALUE OF DENTAL BENEFITS AND IMPORTANCE OF ORAL HEALTH THROUGH MARKETING EFFORTS IN MEDIA ADVERTISING, PUBLIC RELATIONS, EVENT SPONSORSHIPS AND DIRECT OUTREACH TO CUSTOMERS. MARKET RESEARCH FINDINGS SHOW THESE ACTIVITIES IMPROVE OUR ABILITY TO REACH AND ENCOURAGE AUDIENCES TO EMBRACE GOOD ORAL HEALTH AND MAKE WISE USE OF DENTAL BENEFITS.

    Expenses $2,901,946

  • SEE SCHEDULE ODENTAL DISEASE IS THE SINGLE MOST COMMON CHRONIC DISEASE OF EARLY CHILDHOOD - FIVE TIMES MORE COMMON THAN ASTHMA. NEARLY ONE IN FIVE ADULTS, NATIONALLY, HAS UNTREATED DENTAL CAVITIES. THE ARCORA FOUNDATION (THE FOUNDATION), A WHOLLY OWNED SUBSIDIARY OF DDWA, SUPPORTED ALMOST EXCLUSIVELY BY DDWA, FOCUSES MUCH OF THEIR WORK ON COMMUNITIES EXPERIENCING ORAL HEALTH DISPARITIES, INCLUDING CHILDREN AND SENIORS, AND WORKS CLOSELY WITH PARTNER ORGANIZATIONS TO DEVELOP AND IMPLEMENT INNOVATIVE PROGRAMS THAT IMPROVE ORAL HEALTH. THE ACCESS TO BABY AND CHILD DENTISTRY (ABCD) SYSTEM OF CARE EXPANDS ACCESS TO DENTAL CARE FOR YOUNG MEDICAID INSURED CHILDREN UNDER SIX IN WASHINGTON STATE BY PROVIDING DENTAL SERVICES, BOTH PREVENTATIVE AND RESTORATIVE. IN COUNTIES WITH ABCD, THE UTILIZATION OF DENTAL SERVICES INCREASED FROM 21% TO 51% FROM 1997 TO 2021. THE EARLY INTERVENTION IN MEDICAL SETTINGS PROGRAMS, MOUTHMATTERS, TRAINS PEDIATRIC MEDICAL PROVIDERS IN THE ADVANTAGES AND TECHNIQUES OF EARLY INTERVENTION AND PREVENTION THROUGH ORAL SCREENING AND EDUCATION, APPLYING FLUORIDATION AND REFERRING HIGH RISK PATIENTS FOR DENTAL CARE.

    Expenses $2,739,837 · Grants $2,739,837

  • 1. WATER FLUORIDATION IS THE MOST IMPORTANT STEP A COMMUNITY CAN TAKE TO IMPROVE THE ORAL HEALTH OF ALL RESIDENTS. THE FOUNDATION PROMOTES LEGISLATION TO ENCOURAGE FLUORIDATION, PROVIDES ASSISTANCE TO GROUPS WHO ARE COMMITTED TO BRINGING THE BENEFITS OF FLUORIDE TO THEIR COMMUNITIES AND HELPS PREVENT ROLLBACKS IN EXISTING FLUORIDATED COMMUNITIES. SINCE 2001, OVER 680,000 WASHINGTONIANS RECEIVE THE HEALTH BENEFITS ASSOCIATED WITH FLUORIDATED WATER AS A RESULT OF THE FOUNDATION'S WORK.2. ASSISTING THE WORK OF THE FOUNDATION ARE DDWA EMPLOYEES VOLUNTEERING THEIR TIME. DDWA ENABLES ALL EMPLOYEES TO ENGAGE WITH THE PUBLIC REGARDING ORAL HEALTH THROUGH THE USE OF TWO VOLUNTEER DAYS PER YEAR. THE SMILEMOBILE PROGRAM OFFERS VOLUNTEER OPPORTUNITIES IN ASSISTING WITH PATIENT RECRUITMENT AND REGISTRATION WHILE IN A COMMUNITY. THE MOBILE DENTAL VAN STAFFED WITH DENTAL PROFESSIONALS, TRAVELS THE STATE OF WA PROVIDING PREVENTIVE, RESTORATIVE AND EMERGENT DENTAL CARE TO CHILDREN, YOUTH AND PREGNANT/POSTPARTUM PEOPLE WITH A FOCUS ON BLACK, INDIGENOUS, PEOPLE OF COLOR IN UNDERSERVED AREAS OF THE STATE. SINCE 1995, THE PROGRAM HAS EXAMINED OVER 48,000 PATIENTS.3. DDWA MATCHES DONATIONS MADE BY EMPLOYEES TO NON-PROFIT ORGANIZATIONS WITH OFFICIAL IRS 501(C)(3) STATUS, ALTHOUGH THE FOLLOWING ORGANIZATIONS/EVENTS ARE NOT ELIGIBLE FOR MATCHING: CHURCHES, POLITICAL CAMPAIGNS/ORGANIZATIONS, CAPITAL FUNDING, FRATERNAL/LABOR ORGANIZATIONS, TRIPS/TOURS, MASS MAILINGS, ORGANIZATIONS/GROUPS THAT DISCRIMINATE FOR ANY REASON INCLUDING, BUT NOT LIMITED TO, RACE, COLOR, RELIGION, CREED, AGE, SEX, SEXUAL ORIENTATION OR NATIONAL ORIGIN.4. IN 2018, DDWA SUPPORTED THE SEATTLE CHILDREN'S HOSPITAL TO EQUIP AND OPERATIONALIZE THE NEW ODESSA BROWN CHILDREN'S CLINIC (OBCC) DENTAL CLINIC. IN 2022, AND WITH THE OPENING OF OBCC, THE FINAL $2.5M PAYMENT WAS MADE. OBCC HUB WILL BE AN INNOVATIVE, FORWARD THINKING PROJECT THAT WILL TEST AND PROMOTE NEW HEALTH DELIVERY STRATEGIES IN WASHINGTON STATE. DDWA ALSO PROVIDED $275K TO UW SCHOOL OF DENTISTRY TO COVER THE WASHINGTON STATE DEPARTMENT OF ORAL HEALTH DENTAL EXAMS FOR ITS GRADUATING CLASS.

    Expenses $4,211,796 · Grants $3,607,820 · Revenue $314,361

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mitchke Mark

    PRESIDENT & CHIEF EXECUTIVE OFFICER

    Total calculated
    $4,052,046
    From this org
    $3,620,219
    From related orgs
    $0
    Other
    $431,827
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $1,159,346
    Bonus
    $2,451,000
    Other
    $9,873
    Deferred
    $394,705
    Nontaxable benefits
    $37,122
    Filer's total
    $4,052,046

  • Labberton Wells K

    CHAIR - BRD. & DDS FEES

    Total calculated
    $389,984
    From this org
    $389,984
    From related orgs
    $0
    Other
    $0
    Hours/week
    11 + 4 related

    Schedule J breakdown matched by us

    Base
    $186,225
    Bonus
    $0
    Other
    $203,759
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $389,984

  • Seely Jeffrey T

    SECRETARY

    Total calculated
    $161,337
    From this org
    $161,337
    From related orgs
    $0
    Other
    $0
    Hours/week
    12 + 4 related

    Schedule J breakdown matched by us

    Base
    $161,337
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $161,337

  • Brown Colleen Birdnow

    TREASURER

    Total calculated
    $154,640
    From this org
    $154,640
    From related orgs
    $0
    Other
    $0
    Hours/week
    9 + 3 related

    Schedule J breakdown matched by us

    Base
    $154,640
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $154,640

  • Rutherford Eve M

    VICE CHAIR - BRD. & DDS FEES

    Total calculated
    $913,003
    From this org
    $913,003
    From related orgs
    $0
    Other
    $0
    Hours/week
    15 + 5 related

    Schedule J breakdown matched by us

    Base
    $167,689
    Bonus
    $0
    Other
    $745,314
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $913,003

  • Hakes Katherine

    DIRECTOR - BRD. & DDS FEES

    Total calculated
    $803,174
    From this org
    $803,174
    From related orgs
    $0
    Other
    $0
    Hours/week
    12 + 4 related

    Schedule J breakdown matched by us

    Base
    $134,861
    Bonus
    $0
    Other
    $668,313
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $803,174

  • Farrell Anne V

    DIRECTOR

    Total calculated
    $133,334
    From this org
    $133,334
    From related orgs
    $0
    Other
    $0
    Hours/week
    8 + 2 related

  • Nelson Carol K

    DIRECTOR

    Total calculated
    $127,225
    From this org
    $127,225
    From related orgs
    $0
    Other
    $0
    Hours/week
    11 + 3 related

  • White Marvin

    DIRECTOR

    Total calculated
    $122,946
    From this org
    $122,946
    From related orgs
    $0
    Other
    $0
    Hours/week
    7 + 2 related

  • Armstrong Scott

    DIRECTOR

    Total calculated
    $133,334
    From this org
    $133,334
    From related orgs
    $0
    Other
    $0
    Hours/week
    10 + 3 related

  • Pickel Christopher

    DIRECTOR - BRD. & DDS FEES

    Total calculated
    $558,672
    From this org
    $558,672
    From related orgs
    $0
    Other
    $0
    Hours/week
    11 + 3 related

    Schedule J breakdown matched by us

    Base
    $127,225
    Bonus
    $0
    Other
    $431,447
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $558,672

  • Bartlett Ryan

    VP, CHIEF FINANCIAL OFFICER

    Total calculated
    $458,579
    From this org
    $406,605
    From related orgs
    $0
    Other
    $51,974
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,635
    Bonus
    $119,970
    Other
    $0
    Deferred
    $20,500
    Nontaxable benefits
    $31,474
    Filer's total
    $458,579

  • Berg Bradley

    SVP & CHIEF ADMIN OFFICER

    Total calculated
    $2,033,144
    From this org
    $1,823,578
    From related orgs
    $0
    Other
    $209,566
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $805,565
    Bonus
    $571,282
    Other
    $446,731
    Deferred
    $178,786
    Nontaxable benefits
    $30,780
    Filer's total
    $2,033,144

  • Aliabadi Karen

    CHIEF HR STRATEGIST

    Total calculated
    $938,259
    From this org
    $817,940
    From related orgs
    $0
    Other
    $120,319
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $468,742
    Bonus
    $340,503
    Other
    $8,695
    Deferred
    $98,838
    Nontaxable benefits
    $21,481
    Filer's total
    $938,259

  • Whitney Garrett

    SENIOR VP, CHIEF INFORMATION OFFICER

    Total calculated
    $827,366
    From this org
    $706,168
    From related orgs
    $0
    Other
    $121,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $413,323
    Bonus
    $286,800
    Other
    $6,045
    Deferred
    $84,022
    Nontaxable benefits
    $37,176
    Filer's total
    $827,366

  • Snyder Cindy

    SENIOR VP, CHIEF OPERATING OFFICER

    Total calculated
    $769,478
    From this org
    $666,993
    From related orgs
    $0
    Other
    $102,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $386,166
    Bonus
    $271,717
    Other
    $9,110
    Deferred
    $79,805
    Nontaxable benefits
    $22,680
    Filer's total
    $769,478

  • Robinson Herbert

    SENIOR VP, CHIEF REVENUE OFFICER

    Total calculated
    $663,527
    From this org
    $609,869
    From related orgs
    $0
    Other
    $53,658
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,923
    Bonus
    $273,388
    Other
    $5,558
    Deferred
    $19,066
    Nontaxable benefits
    $34,592
    Filer's total
    $663,527

  • Cheung Stephen

    VP, MARKETING

    Total calculated
    $361,335
    From this org
    $309,813
    From related orgs
    $0
    Other
    $51,522
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,594
    Bonus
    $59,219
    Other
    $0
    Deferred
    $20,048
    Nontaxable benefits
    $31,474
    Filer's total
    $361,335

  • Lo Eric

    VP, ACTUARIAL & UNDERWRITING

    Total calculated
    $611,502
    From this org
    $512,903
    From related orgs
    $0
    Other
    $98,599
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $312,680
    Bonus
    $198,473
    Other
    $1,750
    Deferred
    $64,894
    Nontaxable benefits
    $33,705
    Filer's total
    $611,502

  • Abdellatif Vanetta

    PRES/CEO ARCORA FDN

    Total calculated
    $538,546
    From this org
    $464,531
    From related orgs
    $0
    Other
    $74,015
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $329,600
    Bonus
    $127,933
    Other
    $6,998
    Deferred
    $53,636
    Nontaxable benefits
    $20,379
    Filer's total
    $538,546

  • Rogers Tiffany

    HEAD OF DISTRIBUTION & STRATEGY

    Total calculated
    $451,238
    From this org
    $425,543
    From related orgs
    $0
    Other
    $25,695
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,462
    Bonus
    $296,081
    Other
    $0
    Deferred
    $10,357
    Nontaxable benefits
    $15,338
    Filer's total
    $451,238

  • Schober Debra

    SR SALE & STRGY EX LGGRP

    Total calculated
    $362,685
    From this org
    $328,259
    From related orgs
    $0
    Other
    $34,426
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,131
    Bonus
    $195,006
    Other
    $122
    Deferred
    $10,651
    Nontaxable benefits
    $23,775
    Filer's total
    $362,685

  • Lay Linda

    VP OF SALES, THRU 04/2022

    Total calculated
    $532,976
    From this org
    $522,712
    From related orgs
    $0
    Other
    $10,264
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,037
    Bonus
    $392,384
    Other
    $3,291
    Deferred
    $7,623
    Nontaxable benefits
    $2,641
    Filer's total
    $532,976

  • Dayton Themba

    SALES MANAGER, THRU 03/2022

    Total calculated
    $380,761
    From this org
    $343,732
    From related orgs
    $0
    Other
    $37,029
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $48,954
    Bonus
    $107,019
    Other
    $187,759
    Deferred
    $2,757
    Nontaxable benefits
    $34,272
    Filer's total
    $380,761

  • Jahrman Chris

    DIR OF OPER & PNT EXP, THRU 03/2022

    Total calculated
    $321,191
    From this org
    $292,672
    From related orgs
    $0
    Other
    $28,519
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $102,042
    Bonus
    $38,642
    Other
    $151,988
    Deferred
    $5,437
    Nontaxable benefits
    $23,082
    Filer's total
    $321,191

  • Tune James F

    FORMER DIRECTOR

    Total calculated
    $11,797
    From this org
    $11,797
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $11,797
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $11,797

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
  • 1a · Tax indemnification and gross-up payments
  • 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

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
ANY FIRST CLASS TRAVEL IS SUBJECT TO THE APPROVAL OF THE CEO, CAO OR CFO. DDWA PROVIDES A WELLNESS PROGRAM WHICH REIMBURSES APPROVED EXPENSES FOR ALL EMPLOYEES WORKING 30 HOURS OR MORE A WEEK, WITH A MAXIMUM PAYABLE OF $480 PER YEAR FOR HEALTH CLUB MEMBERSHIPS, AEROBIC OR GENERAL EXERCISE CLASSES, WEIGHT LOSS PROGRAMS, STRESS MANAGEMENT AND MASSAGE THERAPY. THESE REIMBURSEMENTS ARE TREATED AS TAXABLE INCOME. DDWA GROSSES UP BOARD MEMBER FEES TO COVER B&O TAXES ASSESSED ON DIRECTOR FEES PAID TO THE BOARD.
PART I, LINE 3
THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ENGAGES IN AN INDEPENDENT EXTERNAL CONSULTANT TO EVALUATE THE COMPENSATION OF ALL KEY EMPLOYEES, INCLUDING THE PRESIDENT AND CEO, CFO, CHIEF MISSION OFFICER AND VP, CORPORATE DEVELOPMENT OF WASHINGTON DENTAL SERVICE, IN COMPARISON TO THE PRACTICE OF SIMILAR EMPLOYERS IN THE MARKETPLACE. THE PROCESS IS CONDUCTED ON AN ANNUAL BASIS.
PART I, LINES 4A-B
THEMBA DAYTON ($188,000) AND CHRIS JAHRMAN ($153,367) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR. THE COMPANY MAKES CONTRIBUTIONS TO A NONQUALIFIED PERFORMANCE BASED COMPENSATION PLAN, AS DETERMINED BY THE BOARD OF DIRECTORS, WHICH IS SUBJECT TO CODE SECTION 457(B). PLAN PARTICIPANTS ARE BOARD-APPROVED EXECUTIVE LEADERSHIP WHO RECEIVE AN ANNUAL CONTRIBUTION BASED ON A PERCENTAGE OF THE PRIOR YEAR EARNINGS LESS THE COMPANY MATCHING CONTRIBUTION TO THE 401(K) PLAN. COMPANY CONTRIBUTIONS ARE DIRECTED BY EACH PARTICIPANT, BUT VESTING OF THE BENEFIT IS SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE AS REQUIRED BY CODE SECTION 409(A). CONTRIBUTIONS MADE IN 2022 WERE AS FOLLOWS: MARK MITCHKE, PRESIDENT & CHIEF EXECUTIVE OFFICER, $374,205; BRADLEY BERG, SENIOR VP AND CHIEF ADMINISTRATOR OFFICER, $158,286; KAREN ALIABADI, SENIOR VP AND CHIEF HUMAN RESOURCE STRATEGIST, $78,338; GARRETT WHITNEY, SENIOR VP AND CHIEF INFORMATION OFFICER, $63,522; CINDY SNYDER, SENIOR VP AND CHIEF OPERATING OFFICER, $59,305; ERIC LO, VP OF ACTUARIAL & UNDERWRITING, $44,570; VANETTA ABDELLATIF, PRES/CEO ARCORA FDN, $33,136. THE 457(B) PLAN HAD TOTAL ASSETS OF $1,707,303 AT DECEMBER 31, 2022. IN ADDITION, THERE IS ANOTHER 457(B) NONQUALIFIED SERP DEFERRED COMPENSATION PLAN FOR SENIOR MANAGEMENT THAT THE COMPANY DOES NOT MAKE ANY CONTRIBUTIONS TO. EACH OF THE FOLLOWING PARTICIPANTS CONTRIBUTED $20,500 TO THE PLAN DURING 2022 - MARK MITCHKE, BRADLEY BERG, GARRETT WHITNEY, STEPHEN CHEUNG AND ERIC LO. THE PLAN HAD TOTAL ASSETS OF $1,147,210 AT DECEMBER 31, 2022.
PART I, LINE 6A:
THE BOARD OF DDWA ANNUALLY APPROVES A COMPANY-WIDE BONUS MATRIX BASED ON FOUR METRICS, ONE OF WHICH WAS BASED ON THE OPERATING PROFIT MARGIN OR THE FISCAL YEAR. THE OTHER METRICS ARE ADMINISTRATIVE COST, NEW GROUP SALES, AND GROUP CUSTOMER PERSISTENCY (RETENTION).

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ARCORA FOUNDATION

    EDUCATION · WA · income $639,000 · assets $2,954,000

    Directly controlled by DDWA

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SPRINGROCK VENTURES II LP

    INVEST ORAL HEALTH · DE

    Directly controlled by SRMC

Related corporations and trusts

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

  • SPRINGROCK MANAGEMENT COMPANY (SRMC)

    C · MGMT/GP IN SRV II · WA

    Directly controlled by WDS

Provenance

Return type
form_990
Tax year
2022
Filed
4 December 2023
IRS schema version
2022v5.0
Source object
202343389349300419

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

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