Form 990 for tax year 2024
Filed by DELTA DENTAL OF WISCONSIN FOUNDATION INC.
Totals
- Total revenue
- $4,867,371
- Total expenses
- $5,268,706
- Contributions and grants received
- $4,544,381
- Grants paid
- $4,746,447
- Program services expenses (Part IX)
- $5,059,801
- Management and general expenses
- $208,905
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $5,059,801
Program services were 96.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Anne Smith
Director
- Total calculated
- $105,250
- From this org
- $0
- From related orgs
- $105,250
- Other
- $0
- Hours/week
- 1 + 2 related
-
Doug Ballweg
Chairman & President / DDW President & CEO
- Total calculated
- $3,589,863
- From this org
- $0
- From related orgs
- $2,152,385
- Other
- $1,437,478
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $1,747,182 related
- Bonus
- $0 + $383,333 related
- Other
- $0 + $21,870 related
- Deferred
- $0 + $1,399,713 related
- Nontaxable benefits
- $0 + $37,765 related
- Filer's total
- $0 + $3,589,863 related
-
Gregory Theis DDS
Director / Dental Director of DDW
- Total calculated
- $559,676
- From this org
- $0
- From related orgs
- $402,642
- Other
- $157,034
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $281,069 related
- Bonus
- $0 + $120,083 related
- Other
- $0 + $1,490 related
- Deferred
- $0 + $113,465 related
- Nontaxable benefits
- $0 + $43,569 related
- Filer's total
- $0 + $559,676 related
-
Kyle Humphrey
Director
- Total calculated
- $658,068
- From this org
- $0
- From related orgs
- $487,269
- Other
- $170,799
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $339,011 related
- Bonus
- $0 + $146,169 related
- Other
- $0 + $2,089 related
- Deferred
- $0 + $129,275 related
- Nontaxable benefits
- $0 + $41,524 related
- Filer's total
- $0 + $658,068 related
-
Renee Ramirez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sara Hetzel
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tyler Christopherson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Craig D Aittama
Treasurer / VP, Finance of DDW
- Total calculated
- $552,979
- From this org
- $0
- From related orgs
- $398,434
- Other
- $154,545
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $278,351 related
- Bonus
- $0 + $120,083 related
- Other
- $0
- Deferred
- $0 + $118,225 related
- Nontaxable benefits
- $0 + $36,320 related
- Filer's total
- $0 + $552,979 related
-
Jed Roher
Secretary / Chief Legal Counsel of DDW
- Total calculated
- $831,460
- From this org
- $0
- From related orgs
- $623,404
- Other
- $208,056
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $434,509 related
- Bonus
- $0 + $188,895 related
- Other
- $0
- Deferred
- $0 + $159,875 related
- Nontaxable benefits
- $0 + $48,181 related
- Filer's total
- $0 + $831,460 related
-
Jeff Martin
Former Director
- Total calculated
- $144,250
- From this org
- $0
- From related orgs
- $144,250
- Other
- $0
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $144,250 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $144,250 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 — 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
- 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)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS PAID BY DELTA DENTAL OF WISCONSIN, INC, WHICH USES A FORMAL REVIEW PROCESS TO REVIEW COMPENSATION OF EMPLOYEES. THE FORMAL REVIEW PROCESS INCLUDES THE USE OF THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE TOP MANAGEMENT OFFICIALS: 1) A COMPENSATION COMMITTEE, 2) AN INDEPENDENT COMPENSATION CONSULTANT, 3) THE FORMS 990 OF OTHER ORGANIZATIONS, 4) A COMPENSATION SURVEY OR STUDY, 5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE, AND 6) CONTEMPORANEOUSLY SUBSTANTIATED THE DELIBERATION AND DECISION.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- DELTA DENTAL OF WISCONSIN INC., A RELATED ORGANIZATION, ESTABLISHED NON QUALIFIED DEFERRED COMPENSATION PLANS AS ALLOWED UNDER IRC SECTION 457(F) FOR THE BENEFIT OF THE CEO AND SENIOR MANAGEMENT TEAM. The following officers and employees participated in the section 457(f) plan in 2024: Douglas Ballweg: $1,373,038 accrued; Jed Roher: $133,200 accrued; Kyle Humphrey: $102,600 accrued; Gregory Theis: $86,790 accrued; Craig Aittama: $91,550 accrued.
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
-
Funding for Statewide school-based oral health program providing screenings and sealants
-
$273,932
Funding for dental clinic care for uninsured and under insured patients
-
$250,000
Funding for clinic needs
-
Northcentral Technical College
$226,455
Funding in support of dental assisting program and dental therapy
-
Funding in support of dental simulation lab, dental fellowships and scholarships, and other dental programming
-
Funding in support of dental hygiene program & Dental Hygiene Scholarships
-
Chippewa Valley Technical College
$169,455
Funding in support of dental hygiene program & expand dental assisting program
-
$169,455
Funding in support of dental hygiene program & expand dental assisting program
-
$169,455
Funding in support of dental hygiene program
-
Waukesha County Technical College
$169,455
Funding in support of dental hygiene program
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) · Underwrite and administer dental benefit plans · WI
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.1
- Source object
- 202543189349309709
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