Skip to content
Nonprofiteer
← DELTA DENTAL OF IOWA

Form 990 for tax year 2022

Filed by DELTA DENTAL OF IOWA.

Totals

Total revenue
$230,106,446
Total expenses
$219,420,635
Contributions and grants received
$0
Grants paid
$6,625,000
Program services expenses (Part IX)
$208,368,380
Management and general expenses
$11,052,255
Fundraising expenses
$0
Program service expenses (Part III)
$208,368,380

Program services were 95.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHARLES EDWARD BROWN

    DIRECTOR

    Total calculated
    $43,887
    From this org
    $43,887
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.5

  • DONNA GRANT

    DIRECTOR

    Total calculated
    $38,500
    From this org
    $37,600
    From related orgs
    $900
    Other
    $0
    Hours/week
    1.6 + 0.5 related

  • ROWENA CROSBIE

    DIRECTOR

    Total calculated
    $35,600
    From this org
    $15,100
    From related orgs
    $0
    Other
    $20,500
    Hours/week
    1.6

  • TOM MAHONEY

    DIRECTOR

    Total calculated
    $33,100
    From this org
    $12,600
    From related orgs
    $0
    Other
    $20,500
    Hours/week
    1.6

  • KRISTA TANNER

    DIRECTOR

    Total calculated
    $32,047
    From this org
    $32,047
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.6

  • MARIA FULLER

    DIRECTOR

    Total calculated
    $30,825
    From this org
    $30,825
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.6

  • SCOTT YEGGE DDS

    DIRECTOR

    Total calculated
    $30,251
    From this org
    $9,751
    From related orgs
    $0
    Other
    $20,500
    Hours/week
    1.6

  • GREGORY DUNN

    DIRECTOR

    Total calculated
    $30,200
    From this org
    $30,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.6

  • JEFFREY S RUSSELL

    PRESIDENT AND CEO

    Total calculated
    $1,206,099
    From this org
    $1,143,975
    From related orgs
    $0
    Other
    $62,124
    Hours/week
    40 + 0.39 related

    Schedule J breakdown matched by us

    Base
    $640,241
    Bonus
    $438,097
    Other
    $65,637
    Deferred
    $23,800
    Nontaxable benefits
    $38,324
    Filer's total
    $1,206,099

  • TODD HERREN

    SENIOR VP, TECHNOLOGY & OP

    Total calculated
    $510,857
    From this org
    $462,487
    From related orgs
    $0
    Other
    $48,370
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,844
    Bonus
    $137,801
    Other
    $22,842
    Deferred
    $23,800
    Nontaxable benefits
    $24,570
    Filer's total
    $510,857

  • JEFF CHAFFIN DDS

    CHIEF DENTAL OFFICER

    Total calculated
    $491,439
    From this org
    $465,386
    From related orgs
    $0
    Other
    $26,053
    Hours/week
    40 + 1.17 related

    Schedule J breakdown matched by us

    Base
    $289,800
    Bonus
    $126,514
    Other
    $49,072
    Deferred
    $23,800
    Nontaxable benefits
    $2,253
    Filer's total
    $491,439

  • APRIL SCHMALTZ

    SENIOR VP, MARKETING & SALES

    Total calculated
    $470,158
    From this org
    $444,105
    From related orgs
    $0
    Other
    $26,053
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,066
    Bonus
    $130,385
    Other
    $19,654
    Deferred
    $23,800
    Nontaxable benefits
    $2,253
    Filer's total
    $470,158

  • MICHAEL ELAM

    VP, UNDERWRITING & ACTUARIAL

    Total calculated
    $412,016
    From this org
    $364,183
    From related orgs
    $0
    Other
    $47,833
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,609
    Bonus
    $91,389
    Other
    $78,185
    Deferred
    $23,263
    Nontaxable benefits
    $24,570
    Filer's total
    $412,016

  • SUZANNE HECKENLAIBLE

    VP, PUBLIC AFFAIRS

    Total calculated
    $379,263
    From this org
    $317,139
    From related orgs
    $0
    Other
    $62,124
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $208,934
    Bonus
    $98,824
    Other
    $9,381
    Deferred
    $23,800
    Nontaxable benefits
    $38,324
    Filer's total
    $379,263

  • SHERRY PERKINS

    VP, FINANCE & CONTROLLER

    Total calculated
    $376,202
    From this org
    $350,149
    From related orgs
    $0
    Other
    $26,053
    Hours/week
    40 + 0.67 related

    Schedule J breakdown matched by us

    Base
    $230,633
    Bonus
    $104,692
    Other
    $14,824
    Deferred
    $23,800
    Nontaxable benefits
    $2,253
    Filer's total
    $376,202

  • ELIZABETH MYERS

    VP, OPERATIONS (RETIRED 3/4/22)

    Total calculated
    $365,869
    From this org
    $351,822
    From related orgs
    $0
    Other
    $14,047
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,184
    Bonus
    $114,984
    Other
    $52,654
    Deferred
    $13,667
    Nontaxable benefits
    $380
    Filer's total
    $365,869

  • GRETCHEN HAGEMAN

    VP, GOVERNMENT PROGRAMS

    Total calculated
    $334,881
    From this org
    $309,902
    From related orgs
    $0
    Other
    $24,979
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,374
    Bonus
    $90,579
    Other
    $1,949
    Deferred
    $22,726
    Nontaxable benefits
    $2,253
    Filer's total
    $334,881

  • RYAN BLACKARD

    DIRECTOR, MARKETING

    Total calculated
    $268,178
    From this org
    $210,512
    From related orgs
    $0
    Other
    $57,666
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,685
    Bonus
    $39,337
    Other
    $1,490
    Deferred
    $17,115
    Nontaxable benefits
    $40,551
    Filer's total
    $268,178

  • TOM WALTON

    DIRECTOR, LEGAL SERVICES & GENERAL COUNSEL

    Total calculated
    $253,267
    From this org
    $198,330
    From related orgs
    $0
    Other
    $54,937
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,555
    Bonus
    $38,285
    Other
    $1,490
    Deferred
    $14,386
    Nontaxable benefits
    $40,551
    Filer's total
    $253,267

  • RANAE CALVERT

    DIRECTOR, STRATEGIC BUSINESS

    Total calculated
    $244,903
    From this org
    $190,547
    From related orgs
    $0
    Other
    $54,356
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,683
    Bonus
    $38,349
    Other
    $1,515
    Deferred
    $16,032
    Nontaxable benefits
    $38,324
    Filer's total
    $244,903

  • CORY BAUER

    DIRECTOR, SALES & CUSTOMER RELATIONS

    Total calculated
    $225,093
    From this org
    $207,456
    From related orgs
    $0
    Other
    $17,637
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,103
    Bonus
    $71,813
    Other
    $1,540
    Deferred
    $15,425
    Nontaxable benefits
    $2,212
    Filer's total
    $225,093

  • BETH RUSSETT

    DIRECTOR, HUMAN RESOURCES

    Total calculated
    $206,402
    From this org
    $178,797
    From related orgs
    $0
    Other
    $27,605
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,821
    Bonus
    $33,286
    Other
    $1,690
    Deferred
    $14,126
    Nontaxable benefits
    $13,479
    Filer's total
    $206,402

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

  • 1a · Travel for companions
  • 1a · Discretionary spending account
  • 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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 5a · Pay contingent on this organization's revenues
  • 6a · Pay contingent on this organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5b · Pay contingent on a related organization's revenues
  • 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
TRAVEL FOR THE SPOUSE OF THE PRESIDENT AND CEO IS PAID BY THE COMPANY. THE TOTAL AMOUNT OF THE TRAVEL IS INCLUDED IN TAXABLE WAGES FOR THE PRESIDENT AND CEO. DISCRETIONARY SPENDING ACCOUNT FOR THE PRESIDENT AND CEO USED TO PAY ADDITIONAL INSURANCE, MEMBERSHIPS, ETC. THESE AMOUNTS ARE INCLUDED IN JEFF RUSSELL'S SALARY. SOCIAL CLUB DUES FOR THE PRESIDENT AND CEO ARE PAID BY THE COMPANY. THE AMOUNT OF PERSONAL USAGE OF THE CLUB IS INCLUDED IN TAXABLE WAGES FOR THE PRESIDENT AND CEO.
PART I, LINE 4B
EFFECTIVE JANUARY 1, 2016, THE OFFICERS OF DELTA DENTAL OF IOWA PARTICIPATE IN A SEC. 457(F) PLAN. DELTA DENTAL OF IOWA MAKES A CONTRIBUTION TO THE PLAN ANNUALLY ON BEHALF OF THE OFFICERS. THIS CONTRIBUTION IS A PERCENTAGE OF SALARY AND IS SET AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF DELTA DENTAL OF IOWA. THE PORTION OF A PARTICIPANT'S ACCOUNT BALANCE ALLOCATED TO A PARTICULAR PLAN YEAR'S AWARD BECOMES VESTED ON JANUARY 1ST OF THE FOURTH YEAR FOLLOWING THE PLAN YEAR FOR WHICH THE AWARD IS GRANTED. THAT AMOUNT IS THEN PAID TO THE OFFICER. OTHER THAN THE VESTING CRITERIA, THE OFFICERS CANNOT ACCESS THE FUNDS UNTIL RETIREMENT, LEAVING THE COMPANY, OR DEATH. OFFICERS WHO RECEIVED DEPOSITS IN 2022 FROM DELTA DENTAL OF IOWA AND THE AMOUNTS ARE: JEFFREY S. RUSSELL - $106,577 SHERRY PERKINS - $47,396 SUZANNE HECKENLAIBLE - $50,419 JEFF CHAFFIN - $54,361 APRIL SCHMALTZ - $62,390 TODD HERREN - $72,441 MICHAEL ELAM - $48,973 GRETCHEN HAGEMAN - $45,262 OFFICERS THAT RECEIVED PAYMENTS OF VESTED AMOUNTS IN 2022 INCLUDE: JEFFREY S. RUSSELL - $56,116 SHERRY PERKINS - $12,688 SUZANNE HECKENLAIBLE - $6,964 JEFF CHAFFIN - $46,078 APRIL SCHMALTZ - $17,885 TODD HERREN - $20,685 ELIZABETH MYERS - $52,294 MICHAEL ELAM - $75,875 THE OFFICERS OF DELTA DENTAL OF IOWA ALSO PARTICIPATE IN A LONG-TERM INCENTIVE PLAN. THE PLAN IS INTENDED AND AT ALL TIMES SHALL BE AN UNFUNDED AND UNSECURED PLAN THAT IS LIMITED TO KEY MANAGEMENT EMPLOYEES OF THE ORGANIZATION DESIGNED TO ENHANCE THE BOARD'S EFFORT AT RETENTION OF ITS EXECUTIVE STAFF. OFFICERS THAT RECEIVED PAYMENTS IN LONG-TERM INCENTIVE PLAN: ELIZABETH MYERS - $88,130.
PART I, LINE 5
ONE EMPLOYEE OF THE COMPANY HAS COMPENSATION CONTINGENT ON REVENUES. THE INDIVIDUAL WORKS IN THE SALES DEPARTMENT AND RECEIVES COMMISSIONS BASED ON SALES OF GROUP BUSINESS. THE INDIVIDUAL IS RESPONSIBLE FOR SELLING NEW BUSINESS.
PART I, LINE 6
CONSISTENT WITH THE COMPANY'S TOTAL COMPENSATION POLICY, THE OFFICERS AND KEY EMPLOYEES, ALONG WITH ALL EMPLOYEES OF THE COMPANY, PARTICIPATE IN A COMPANY INCENTIVE COMPENSATION PLAN. THIS PLAN CONTAINS NINE METRICS WHICH REPRESENT KEY GOALS FOR THE PLAN YEAR. AN OVERALL WEIGHTED SCORE IS CALCULATED. A BONUS WILL BE PAID IF THE COMPANY MEETS A RANGE OF GOAL ACCOMPLISHMENTS FOR THE YEAR. THE AMOUNT OF THE BONUS IS BASED ON THE TOTAL SCORE. ONE OF THESE METRICS IS PROFITABILITY, WHICH IS DEFINED AS "TOTAL NET GAIN IN DOLLARS PRIOR TO PUBLIC BENEFIT CONTRIBUTIONS FOR THE FISCAL YEAR PER AUDITED FINANCIAL RESULTS."

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.

  • DELTA DENTAL OF IOWA FOUNDATION

    501(C)(3) · NP ORGANIZED TO STRENGTHEN AND TRANSFORM THE HEALTH AND SMILES OF ALL IOWANS · IA · controlled entity

    Directly controlled by DELTA DENTAL OF IOWA

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303199349302860

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

The source document this was parsed from is served over the API, which is where bulk and document access live.