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Nonprofiteer
← DELTA DENTAL PLAN OF NEW MEXICO INC

Form 990 for tax year 2022

Filed by DELTA DENTAL PLAN OF NEW MEXICO INC.

Totals

Total revenue
$69,208,618
Total expenses
$69,023,868
Contributions and grants received
$0
Grants paid
$483,134
Program services expenses (Part IX)
$66,359,196
Management and general expenses
$2,664,672
Fundraising expenses
$0
Program service expenses (Part III)
$66,359,196

Program services were 96.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AMY BASEL

    CFO & TREASURER

    Total calculated
    $1,948,645
    From this org
    $0
    From related orgs
    $1,462,790
    Other
    $485,855
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $507,383 related
    Bonus
    $0 + $561,274 related
    Other
    $0 + $394,133 related
    Deferred
    $0 + $462,136 related
    Nontaxable benefits
    $0 + $23,719 related
    Filer's total
    $0 + $1,948,645 related

  • SUE ELLEN JENKINS

    CHIEF LEGAL OFFICER & SECRETARY

    Total calculated
    $1,437,848
    From this org
    $0
    From related orgs
    $1,118,484
    Other
    $319,364
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $522,489 related
    Bonus
    $0 + $575,320 related
    Other
    $0 + $20,675 related
    Deferred
    $0 + $311,438 related
    Nontaxable benefits
    $0 + $7,926 related
    Filer's total
    $0 + $1,437,848 related

  • LOUIS VOLK III

    PRESIDENT & CEO

    Total calculated
    $607,481
    From this org
    $560,818
    From related orgs
    $0
    Other
    $46,663
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $418,435
    Bonus
    $128,235
    Other
    $14,148
    Deferred
    $30,500
    Nontaxable benefits
    $16,163
    Filer's total
    $607,481

  • NATHALIE CASADO

    DIRECTOR, CORPORATE ADMINISTRATION

    Total calculated
    $254,308
    From this org
    $214,227
    From related orgs
    $0
    Other
    $40,081
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $174,334
    Bonus
    $39,375
    Other
    $518
    Deferred
    $22,051
    Nontaxable benefits
    $18,030
    Filer's total
    $254,308

  • JOLOU TRUJILLO-OTTINO

    VP SALES AND MARKETING

    Total calculated
    $189,886
    From this org
    $170,026
    From related orgs
    $0
    Other
    $19,860
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $109,109
    Bonus
    $47,250
    Other
    $13,667
    Deferred
    $17,196
    Nontaxable benefits
    $2,664
    Filer's total
    $189,886

  • DIANNE LEDESMA

    DIRECTOR OF OPERATIONS

    Total calculated
    $196,388
    From this org
    $166,334
    From related orgs
    $0
    Other
    $30,054
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $139,515
    Bonus
    $25,272
    Other
    $1,547
    Deferred
    $16,032
    Nontaxable benefits
    $14,022
    Filer's total
    $196,388

  • DOUGLAS DUNTON

    MANAGER, QUALITY & ANALYTICS

    Total calculated
    $139,639
    From this org
    $128,840
    From related orgs
    $0
    Other
    $10,799
    Hours/week
    50

  • JAMES TRUJILLO

    CHAIR

    Total calculated
    $44,996
    From this org
    $20,000
    From related orgs
    $24,996
    Other
    $0
    Hours/week
    5 + 5 related

  • CHRISTINE N NATHE RDH MS

    VICE CHAIR

    Total calculated
    $17,000
    From this org
    $17,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • DAVID JAMES MARTINEZ DDS

    DIRECTOR

    Total calculated
    $17,000
    From this org
    $17,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • ROBERT L SIMMONS

    DIRECTOR - PART YEAR

    Total calculated
    $17,000
    From this org
    $17,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • LAWRENCE T PETERSON

    DIRECTOR

    Total calculated
    $13,500
    From this org
    $13,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • ANDREW DOLAN

    DIRECTOR

    Total calculated
    $13,500
    From this org
    $13,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • ROBIN DOZIER OTTEN

    DIRECTOR

    Total calculated
    $13,500
    From this org
    $13,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • FRED CISNEROS

    DIRECTOR

    Total calculated
    $13,500
    From this org
    $13,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • RALPH MCELMURRY DDS

    DIRECTOR

    Total calculated
    $13,500
    From this org
    $13,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

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

  • 3 · Independent compensation consultant
  • 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)

PART I, LINE 4B
A RELATED ORGANIZATION, DELTA DENTAL PLAN OF MICHIGAN, HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN ORDER TO BE ELIGIBLE FOR THE SERP, AN EMPLOYEE MUST BE A SENIOR VICE PRESIDENT OR HIGHER AND ADDED TO THE PLAN BY THE BOARD OF DIRECTORS. THE SERP BENEFITS ARE REVIEWED AS PART OF THE TOTAL COMPENSATION BY AN INDEPENDENT CONSULTANT; TOWERS WATSON. IN 2022, AMY BASEL AND SUE ELLEN JENKINS ACCRUED BENEFITS AS PARTICIPANTS IN THE SERP PLAN. AMY BASEL BECAME VESTED IN A PORTION OF HER ACCRUED BENEFITS, AND, AS REQUIRED BY THE IRS, THE VESTED PORTION WAS TREATED AS TAXABLE WAGES DURING 2022. THESE WAGES WERE ALSO REPORTED ON SCHEDULE J AS COMPENSATION THAT HAS BEEN REPORTED AS DEFFERED ON PRIOR FORM 990S.
PART I, LINE 7
AS INDICATED IN SCHEDULE J, PART II, TOP MANAGEMENT OFFICIALS RECEIVED A BONUS BASED ON PERFORMANCE AND THE FINANCIAL RESULTS OF THE ORGANIZATION. THIS BONUS WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202343189349306814

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

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