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← DELTA DENTAL ENDOWMENT ASSOCIATION OF NEW JERSEY INC

Form 990 for tax year 2022

Filed by DELTA DENTAL ENDOWMENT ASSOCIATION OF NEW JERSEY INC.

Totals

Total revenue
$4,249,979
Total expenses
$1,230,717
Contributions and grants received
$4,245,104
Grants paid
$957,109
Program service revenue
$0
Investment income
$4,875
Other revenue
$0
Total assets, end of year
$5,276,766
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,276,766
Program services expenses (Part IX)
$1,202,717
Management and general expenses
$28,000
Fundraising expenses
$0
Program service expenses (Part III)
$1,202,717

Program services were 97.7% 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

    $4,245,104

  • 3 · Investment income

    total $4,875 · unrelated business $0 · excluded $4,875

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

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $957,109 · program services $957,109

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $23,000 · management and general $23,000

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: ALLOC. OF PERSONNEL COSTS

    total $240,104 · program services $240,104 · management and general $0 · fundraising $0

  • 24b · Other expenses: OTHER EXPENSES

    total $10,504 · program services $5,504 · management and general $5,000 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,250,423 · end of year $5,274,689

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,081 · end of year $2,077

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $5,000 · end of year $5,000

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,252,504 · end of year $5,271,766

Mission and programs · 2022

Mission

To promote oral health to the greatest number of people by providing accessible dental benefit programs of the highest quality, service, and value. The organization also offers affordable dental coverage for those individuals in New Jersey without access to a group dental plan. The organization's plans provide access to a broad array of dental services through its vast network of participating dentists. The organization's plans offer quality coverage options at competitive rates. For more than 50 years, Delta Dental of New Jersey has reached out to serve the people of New Jersey and, more recently, in Connecticut. In 1986, we formed the Delta Dental of New Jersey Foundation, Inc. To aid in creating access to care for the under-insured and un-insured, and support dental education programs for children, as well as dental assisting and dental hygiene scholarships for students pursuing a career in the dental field. Each year, our Foundation awards at least $1 million to support worthwhile

Activities or mission (Part I)

TO PROMOTE AND ASSIST PUBLIC SERVICE EDUCATIONAL PROJECTS DEVOTED TO THE ENHANCEMENT OF DENTAL HEALTH AND RESEARCH PROGRAMS AND VARIOUS ORAL HEALTH EDUCATIONAL ACTIVITIES.

  • EXPENSES INCURRED IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES, INCLUDING EDUCATIONAL PROGRAMS, CHARITABLE FUNDING AND HEADSTART, OF DELTA DENTAL OF NEW JERSEY; A RELATED TAX-EXEMPT ORGANIZATION.

    Expenses $1,202,717 · Grants $957,109

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

Listed in Part VII

  • Dennis G Wilson

    TRUSTEE - VP

    Total calculated
    $1,776,763
    From this org
    $0
    From related orgs
    $1,677,652
    Other
    $99,111
    Hours/week
    0.7 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $817,536 related
    Bonus
    $0 + $508,295 related
    Other
    $0 + $351,821 related
    Deferred
    $0 + $48,272 related
    Nontaxable benefits
    $0 + $50,839 related
    Filer's total
    $0 + $1,776,763 related

  • Paul J Dimaio Esq

    VP/GENERAL COUNSEL-ASST SEC

    Total calculated
    $1,000,238
    From this org
    $0
    From related orgs
    $901,139
    Other
    $99,099
    Hours/week
    0.4 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,711 related
    Bonus
    $0 + $211,268 related
    Other
    $0 + $194,160 related
    Deferred
    $0 + $45,034 related
    Nontaxable benefits
    $0 + $54,065 related
    Filer's total
    $0 + $1,000,238 related

  • Michael Rodrigues

    VP/ASST TREASURER - TRUSTEE

    Total calculated
    $742,840
    From this org
    $0
    From related orgs
    $678,133
    Other
    $64,707
    Hours/week
    0.4 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,010 related
    Bonus
    $0 + $175,846 related
    Other
    $0 + $107,277 related
    Deferred
    $0 + $48,000 related
    Nontaxable benefits
    $0 + $16,707 related
    Filer's total
    $0 + $742,840 related

  • Randy M Stodard

    TRUSTEE - VP

    Total calculated
    $595,863
    From this org
    $0
    From related orgs
    $492,222
    Other
    $103,641
    Hours/week
    0.4 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $319,255 related
    Bonus
    $0 + $108,659 related
    Other
    $0 + $64,308 related
    Deferred
    $0 + $50,051 related
    Nontaxable benefits
    $0 + $53,590 related
    Filer's total
    $0 + $595,863 related

  • Ronald I Deblinger DMD

    VICE CHAIR - TRUSTEE - VP

    Total calculated
    $327,218
    From this org
    $0
    From related orgs
    $297,321
    Other
    $29,897
    Hours/week
    1 + 25 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $297,321 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $29,897 related
    Filer's total
    $0 + $327,218 related

  • Gene F Napoliello DDS

    PRES/CHAIR-TRUST.(term 3/6/22)

    Total calculated
    $100,310
    From this org
    $0
    From related orgs
    $98,806
    Other
    $1,504
    Hours/week
    6 + 3 related

  • Lisa N Gallucci DMD

    TRUSTEE

    Total calculated
    $75,666
    From this org
    $0
    From related orgs
    $74,918
    Other
    $748
    Hours/week
    1 + 3 related

  • Debra G Salman DDS

    TRUSTEE

    Total calculated
    $72,416
    From this org
    $0
    From related orgs
    $69,918
    Other
    $2,498
    Hours/week
    1 + 3 related

  • Jay H Oyer

    TRUSTEE

    Total calculated
    $71,199
    From this org
    $0
    From related orgs
    $69,918
    Other
    $1,281
    Hours/week
    1 + 3 related

  • George C McLaughlin DMD

    TREASURER - TRUSTEE

    Total calculated
    $64,666
    From this org
    $0
    From related orgs
    $63,918
    Other
    $748
    Hours/week
    1 + 4.8 related

  • Caryl L Russo-Singer PhD

    PRESIDENT - TRUSTEE

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Ellen Schworn

    TRUSTEE

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

  • Carolyn Breen EdD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Deforest B Soaries Jr

    TRUSTEE (TERMED 1/28/22)

    Total calculated
    $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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I; QUESTION 4B
THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A PENSION RESTORATION SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DENNIS G. WILSON, $269,832; PAUL J. DIMAIO, ESQ., $120,504; MICHAEL RODRIGUES, $79,104 AND RANDY M. STODARD, $40,052. PLEASE NOTE THAT THE AMOUNT REFLECTED INCLUDES A 27% TAX ADJUSTMENT WITH RESPECT TO THE SERP PAYMENTS TO MITIGATE THE TAX INEFFICIENCY OF THE NON-QUALIFIED SERP.
SCHEDULE J, PART I; QUESTION 7 AND CORE FORM, PART VII
INCLUDED IN COLUMN B(II) FOR CERTAIN INDIVIDUALS IS A PAYMENT RELATED TO A PROGRESS INCENTIVE PROGRAM. UNDER THIS PROGRAM, A PAYMENT IS MADE TO THESE INDIVIDUALS WHICH IS BASED ON ESTABLISHED TARGETS, BENCHMARKS AND GOALS. IF MET, THE INDIVIDUALS RECEIVE, AS A PROGRESS INCENTIVE PAYMENT, ADDITIONAL COMPENSATION BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE ABOVE NOTED PAYMENT WAS INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.

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.

  • DDPNJ CORPORATION

    C CORP. · HOLDING COMPANY · NJ

    Directly controlled by DDNJ

  • FLAGSHIP HEALTH SYSTEMS INC

    C CORP. · DENTAL PLAN ORG · NJ

    Directly controlled by DDPNJ

  • DELTA DENTAL OF CONNECTICUT INC

    c corp. · DENTAL PLAN ORG · CT

    Directly controlled by DDPNJ

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202343179349307554

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