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Nonprofiteer
← DELTA DENTAL OF SOUTH DAKOTA

Form 990 for tax year 2022

Filed by DELTA DENTAL OF SOUTH DAKOTA.

Totals

Total revenue
$97,785,832
Total expenses
$101,279,767
Contributions and grants received
$0
Grants paid
$1,251,726
Program service revenue
$95,014,007
Investment income
$578,219
Other revenue
$2,193,606
Total assets, end of year
$44,015,377
Total liabilities, end of year
$10,483,868
Net assets or fund balances, end of year
$33,531,509
Program services expenses (Part IX)
$89,732,505
Management and general expenses
$11,547,262
Fundraising expenses
$0
Program service expenses (Part III)
$89,732,505

Program services were 88.6% 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.

  • 2a · Program service revenue: PREMIUM EARNED

    total $95,014,007 · related or exempt $95,014,007

  • 3 · Investment income

    total $225,102 · excluded $225,102

  • 6a · Gross rents

    real property $38,700

  • 6b · Less rental expenses

    real property $57,652

  • 6c · Rental income or loss

    real property -$18,952

  • 6d · Net rental income or loss

    total -$18,952 · excluded -$18,952

  • 7a · Gross sales of assets other than inventory

    securities $7,511,377

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

    securities $7,158,260

  • 7c · Gain or loss

    securities $353,117

  • 7d · Net gain or loss

    total $353,117 · excluded $353,117

  • 11a · Other revenue: MANAGEMENT FEE INCOME

    total $2,212,558 · unrelated business $2,212,558

  • 11e · Other revenue, total

    $2,212,558

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,251,726 · program services $1,251,726

  • 5 · Compensation of officers, directors and key employees

    total $2,738,400 · management and general $2,738,400

  • 7 · Other salaries and wages

    total $3,232,588 · management and general $3,232,588

  • 8 · Pension plan contributions

    total $1,487,494 · management and general $1,487,494

  • 9 · Other employee benefits

    total $1,199,391 · management and general $1,199,391

  • 10 · Payroll taxes

    total $426,234 · management and general $426,234

  • 11b · Fees: legal

    total $57,858 · management and general $57,858

  • 11c · Fees: accounting

    total $117,219 · management and general $117,219

  • 11f · Fees: investment management

    total $66,217 · management and general $66,217

  • 11g · Fees: other

    total $473,025 · management and general $473,025

  • 12 · Advertising and promotion

    total $348,436 · management and general $348,436

  • 13 · Office expenses

    total $698,092 · management and general $698,092

  • 14 · Information technology

    total $386,476 · management and general $386,476

  • 16 · Occupancy

    total $83,401 · management and general $83,401

  • 17 · Travel

    total $95,453 · management and general $95,453

  • 19 · Conferences, conventions and meetings

    total $280,042 · management and general $280,042

  • 22 · Depreciation, depletion and amortization

    total $315,235 · management and general $315,235

  • 23 · Insurance

    total $270,880 · management and general $270,880

  • 24a · Other expenses: CLAIMS INCURRED

    total $82,493,950 · program services $82,493,950

  • 24b · Other expenses: MANAGEMENT SERVICE EXPE

    total $2,212,558 · management and general $2,212,558

  • 24c · Other expenses: COMMISSIONS

    total $1,454,138 · program services $1,454,138

  • 24d · Other expenses: ALLOCATED CLAIMS ADJUST

    total $0 · program services $4,532,691 · management and general -$4,532,691

  • 24e · All other expenses

    total $1,590,954 · management and general $1,590,954

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,113 · end of year $13,900

  • 2 · Savings and temporary cash investments

    beginning of year $5,901,561 · end of year $4,510,821

  • 4 · Accounts receivable

    beginning of year $8,397,109 · end of year $7,399,042

  • 9 · Prepaid expenses and deferred charges

    beginning of year $367,901 · end of year $459,253

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

    $8,576,187

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

    $5,127,552

  • 10c · Land, buildings and equipment, net

    beginning of year $3,638,367 · end of year $3,448,635

  • 11 · Investments: publicly traded securities

    beginning of year $32,147,121 · end of year $24,531,544

  • 12 · Investments: other securities

    beginning of year $3,421,996 · end of year $2,568,205

  • 15 · Other assets

    beginning of year $893,615 · end of year $1,083,977

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,544,057 · end of year $4,867,281

  • 25 · Other liabilities

    beginning of year $6,217,792 · end of year $5,616,587

  • 27 · Net assets without donor restrictions

    beginning of year $44,011,934 · end of year $33,531,509

Mission and programs · 2022

Mission

DELTA DENTAL OF SOUTH DAKOTA IS DEDICATED TO ADVANCING AND PROMOTING THE IMPROVEMENT OF ORAL HEALTH.

Activities or mission (Part I)

DEDICATED TO ADVANCING AND PROMOTING THE IMPROVEMENT OF ORAL HEALTH.

  • DELTA DENTAL PAID THROUGH ITS CONTRACTS WITH INDEPENDENT DENTISTS 705,482 CLAIMS FOR DENTAL BENEFIT SERVICES FOR APPROXIMATELY 327,260 INDIVIDUALS WITH GROUP PLANS, 2,216 INDIVIDUALS WITH DENTAL ACCIDENT PLANS, 145,749 SOUTH DAKOTA MEDICAID RECIPIENTS, 787 MEDICARE ADVANTAGE ENROLLEES, AND 130,000 NATIVE AMERICANS UNDER GREAT PLAINS AREA INDIAN HEALTH SERVICES. DELTA DENTAL ALSO GRANTED THE DELTA DENTAL OF SOUTH DAKOTA FOUNDATION, A 501(C)(3) CHARITABLE ORGANIZATION, $745,787 TO PROMOTE THE IMPROVEMENT OF ORAL HEALTH.

    Expenses $89,732,505 · Grants $1,251,726 · Revenue $95,014,007

As filed on the 2022 return.

Listed in Part VII

  • PAUL REZICH DDS

    CHAIR

    Total calculated
    $16,350
    From this org
    $16,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 1 related

  • MONTY BECHTOLD DDS

    VICE CHAIR

    Total calculated
    $13,218
    From this org
    $13,218
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • GREG GERTSEN DDS

    SECRETARY

    Total calculated
    $11,250
    From this org
    $10,250
    From related orgs
    $1,000
    Other
    $0
    Hours/week
    1

  • JOHN CLAUSEN CPA

    TREASURER

    Total calculated
    $15,750
    From this org
    $15,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 1 related

  • STEVE CULHANE

    DIRECTOR (END MAY)

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

  • JEFF FEIOCK DDS

    DIRECTOR

    Total calculated
    $9,750
    From this org
    $9,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • G VERNE GOODSELL

    DIRECTOR

    Total calculated
    $11,250
    From this org
    $11,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • GREG HANSON DDS

    DIRECTOR

    Total calculated
    $25,250
    From this org
    $9,750
    From related orgs
    $15,500
    Other
    $0
    Hours/week
    1

  • JASON AANENSON DDS

    DIRECTOR

    Total calculated
    $9,750
    From this org
    $9,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ELLEN LEE

    DIRECTOR

    Total calculated
    $9,850
    From this org
    $9,850
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • ANLEE ROLA DDS

    DIRECTOR

    Total calculated
    $9,850
    From this org
    $9,850
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • THANE CRUMP DDS

    DIRECTOR

    Total calculated
    $8,250
    From this org
    $8,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • THOMAS HUBER MD

    DIRECTOR

    Total calculated
    $9,850
    From this org
    $9,850
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CHRIS MAXWELL

    DIRECTOR

    Total calculated
    $10,250
    From this org
    $10,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TOM SIMMONS

    DIRECTOR

    Total calculated
    $9,850
    From this org
    $9,850
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ROB WYLIE

    DIRECTOR (BEGIN JUNE)

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SCOTT JONES

    PRESIDENT & CEO

    Total calculated
    $877,762
    From this org
    $798,325
    From related orgs
    $0
    Other
    $79,437
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $534,093
    Bonus
    $236,843
    Other
    $27,389
    Deferred
    $51,000
    Nontaxable benefits
    $28,727
    Filer's total
    $878,052

  • KIRBY SCOTT

    VP OF FINANCE

    Total calculated
    $291,645
    From this org
    $232,439
    From related orgs
    $0
    Other
    $59,206
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $169,850
    Bonus
    $57,363
    Other
    $5,226
    Deferred
    $44,209
    Nontaxable benefits
    $16,278
    Filer's total
    $292,926

  • LAURIE MIKKONEN

    CFO

    Total calculated
    $218,082
    From this org
    $181,895
    From related orgs
    $0
    Other
    $36,187
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $173,000
    Bonus
    $4,500
    Other
    $4,395
    Deferred
    $22,240
    Nontaxable benefits
    $15,024
    Filer's total
    $219,159

  • EUGENE TETZLAFF

    VP OF IT

    Total calculated
    $278,162
    From this org
    $221,242
    From related orgs
    $0
    Other
    $56,920
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $164,500
    Bonus
    $55,500
    Other
    $1,242
    Deferred
    $27,483
    Nontaxable benefits
    $30,805
    Filer's total
    $279,530

  • MICK HECKENLAIBLE

    VP OF OPERATIONS

    Total calculated
    $272,852
    From this org
    $229,048
    From related orgs
    $0
    Other
    $43,804
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $171,600
    Bonus
    $56,284
    Other
    $1,164
    Deferred
    $27,856
    Nontaxable benefits
    $17,290
    Filer's total
    $274,194

  • JEFFREY MILLER

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $376,287
    From this org
    $311,609
    From related orgs
    $0
    Other
    $64,678
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $232,335
    Bonus
    $74,470
    Other
    $4,804
    Deferred
    $36,650
    Nontaxable benefits
    $29,411
    Filer's total
    $377,670

  • CONNIE HALVERSON

    VP OF PUBLIC BENEFITS

    Total calculated
    $254,045
    From this org
    $191,660
    From related orgs
    $0
    Other
    $62,385
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $141,960
    Bonus
    $48,633
    Other
    $1,067
    Deferred
    $24,061
    Nontaxable benefits
    $39,679
    Filer's total
    $255,400

  • JEFF HEPPNER - DIRECTOR OF

    DEVELOPMENT & MODERNIZATION

    Total calculated
    $237,214
    From this org
    $179,052
    From related orgs
    $0
    Other
    $58,162
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,925
    Bonus
    $36,300
    Other
    $827
    Deferred
    $18,658
    Nontaxable benefits
    $40,545
    Filer's total
    $238,255

  • HOLLY HEIEN

    DENTIST FOR MOBILE PROGRAMS

    Total calculated
    $187,218
    From this org
    $162,546
    From related orgs
    $0
    Other
    $24,672
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $147,360
    Bonus
    $14,400
    Other
    $786
    Deferred
    $11,684
    Nontaxable benefits
    $14,269
    Filer's total
    $188,499

  • SARA GREEN - DIRECTOR OF

    UNDERWRITING & PROVIDER COMPENSATION

    Total calculated
    $183,653
    From this org
    $139,527
    From related orgs
    $0
    Other
    $44,126
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,631
    Bonus
    $25,185
    Other
    $711
    Deferred
    $14,829
    Nontaxable benefits
    $29,610
    Filer's total
    $183,966

  • DAYNA HEPPER - VP OF

    GROWTH & CUSTOMER EXPERIENCE

    Total calculated
    $163,717
    From this org
    $123,992
    From related orgs
    $0
    Other
    $39,725
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $101,300
    Bonus
    $22,080
    Other
    $612
    Deferred
    $13,576
    Nontaxable benefits
    $27,264
    Filer's total
    $164,832

  • JAMEY HERR - DIRECTOR OF

    INFRASTRUCTURE & SECURITY

    Total calculated
    $179,846
    From this org
    $141,489
    From related orgs
    $0
    Other
    $38,357
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $115,400
    Bonus
    $25,337
    Other
    $752
    Deferred
    $14,609
    Nontaxable benefits
    $24,890
    Filer's total
    $180,988

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 · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

PART I, LINE 1A
COMPANION TRAVEL IS WRITTEN INTO THE CEO'S EMPLOYMENT AGREEMENT. COMPANION TRAVEL COSTS ARE INCLUDED IN THE W-2 OF THE CEO AS TAXABLE WAGES. ALL EMPLOYEES ARE ELIGIBLE FOR THE ORGANIZATION TO PAY 50% OF LOCAL GYM MEMBERSHIP.
PART I, LINE 4B
A 457F PLAN WAS ESTABLISHED FOR CERTAIN EMPLOYEES AND A CONTRIBUTION WAS MADE ON THEIR BEHALF. THE CONTRIBUTION AMOUNT IS 2% OF SALARY AND BONUS FOR DESIGNATED EMPLOYEES AGE 62 OR LESS DURING THE CALENDAR YEAR. THE CONTRIBUTIONS WILL VEST ON JANUARY 6, 2026. THE CONTRIBUTION FOR EMPLOYEES AGE 63 OR OLDER DURING THE CALENDAR YEAR IS $20,500, THE MAXIMUM AMOUNT ALLOWED, EXCLUDING THE CATCH-UP CONTRIBUTION AMOUNT FOR EMPLOYEES 50 AND OLDER. DETAIL CONTRIBUTIONS FOR SPECIFIED EMPLOYEES: SCOTT JONES $20,500.00 JEFFREY MILLER $6,150.00 KIRBY SCOTT $20,500.00 MICK HECKENLAIBLE $4,531.20 LAURIE MIKKONEN $3,690.00 CONNIE HALVERSON $3,910.80 GENE TETZLAFF $4,468.80 DAYNA HEPPER $1,158.00 ANN SCHWARTZ $1,158.00

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.

Provenance

Return type
form_990
Tax year
2022
Filed
12 May 2023
IRS schema version
2022v5.0
Source object
202341439349301059

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