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Nonprofiteer
← DELTA DENTAL OF CALIFORNIA

Form 990 for tax year 2024

Filed by DELTA DENTAL OF CALIFORNIA.

Totals

Total revenue
$6,256,981,163
Total expenses
$6,033,530,855
Contributions and grants received
$0
Grants paid
$18,229,672
Program services expenses (Part IX)
$5,939,697,746
Management and general expenses
$93,833,109
Fundraising expenses
$0
Program service expenses (Part III)
$5,939,697,746

Program services were 98.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CASTRO MICHAEL J

    FORMER CEO & CHAIR

    Total calculated
    $6,159,596
    From this org
    $6,133,398
    From related orgs
    $0
    Other
    $26,198
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $251,167
    Bonus
    $5,461,535
    Other
    $420,696
    Deferred
    $26,198
    Nontaxable benefits
    $0
    Filer's total
    $6,159,596

  • ALLFORD ROBERT A

    DIRECTOR

    Total calculated
    $134,333
    From this org
    $134,333
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • BERGERT GLEN F

    DIRECTOR

    Total calculated
    $217,500
    From this org
    $181,167
    From related orgs
    $36,333
    Other
    $0
    Hours/week
    5 + 2 related

    Schedule J breakdown matched by us

    Base
    $181,167 + $36,333 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $181,167 + $36,333 related

  • FRANZOI LYNN L

    DIRECTOR

    Total calculated
    $132,312
    From this org
    $132,312
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • GONELLA ROY A

    DIRECTOR

    Total calculated
    $145,608
    From this org
    $145,608
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • KAPLAN GREGORY D DDS

    DIRECTOR

    Total calculated
    $396,034
    From this org
    $396,034
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $396,034
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $396,034

  • LAMB JAY C DMD

    DIRECTOR

    Total calculated
    $133,608
    From this org
    $133,608
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • LAW IAN

    DIRECTOR

    Total calculated
    $119,333
    From this org
    $119,333
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • MCCANN STEVEN F

    DIRECTOR

    Total calculated
    $163,441
    From this org
    $163,441
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $163,441
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $163,441

  • O'TOOLE TERRY A

    DIRECTOR

    Total calculated
    $183,441
    From this org
    $183,441
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $183,441
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $183,441

  • PICKERING STEPHEN R DDS

    DIRECTOR

    Total calculated
    $124,608
    From this org
    $124,608
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • REID ANDREW J

    DIRECTOR

    Total calculated
    $145,608
    From this org
    $145,608
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • YODOWITZ HEIDI

    VICE CHAIR

    Total calculated
    $195,441
    From this org
    $195,441
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $195,441
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $195,441

  • CHAVARRIA SARAH M

    CEO & PRESIDENT

    Total calculated
    $4,125,991
    From this org
    $4,054,523
    From related orgs
    $0
    Other
    $71,468
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $1,291,827
    Bonus
    $2,431,185
    Other
    $331,511
    Deferred
    $36,225
    Nontaxable benefits
    $35,243
    Filer's total
    $4,125,991

  • WEBER ALICIA F

    EVP CHIEF FINANCIAL OFFICER

    Total calculated
    $3,845,265
    From this org
    $3,786,474
    From related orgs
    $0
    Other
    $58,791
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $900,019
    Bonus
    $2,598,783
    Other
    $287,672
    Deferred
    $36,225
    Nontaxable benefits
    $22,566
    Filer's total
    $3,845,265

  • HANKINSON MICHAEL G

    EVP CHIEF LEGAL COMPLIANCE OFFICER

    Total calculated
    $3,036,813
    From this org
    $2,976,704
    From related orgs
    $0
    Other
    $60,109
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $701,481
    Bonus
    $2,080,736
    Other
    $194,487
    Deferred
    $36,225
    Nontaxable benefits
    $23,884
    Filer's total
    $3,036,813

  • TITCOMBE DOMINIC S

    EVP CHIEF INFORMATION OFFICER

    Total calculated
    $2,197,723
    From this org
    $2,126,255
    From related orgs
    $0
    Other
    $71,468
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $624,719
    Bonus
    $1,382,188
    Other
    $119,348
    Deferred
    $36,225
    Nontaxable benefits
    $35,243
    Filer's total
    $2,197,723

  • NAVID MOHAMMADREZA

    EVP CHIEF RELATION AND BUS DEV OFFICER

    Total calculated
    $1,614,787
    From this org
    $1,544,530
    From related orgs
    $0
    Other
    $70,257
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $539,615
    Bonus
    $844,100
    Other
    $160,815
    Deferred
    $36,225
    Nontaxable benefits
    $34,032
    Filer's total
    $1,614,787

  • SHERMAN BRIAN D

    EVP CHIEF PEOPLE OFFICER

    Total calculated
    $1,376,156
    From this org
    $1,309,510
    From related orgs
    $0
    Other
    $66,646
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $539,663
    Bonus
    $672,354
    Other
    $97,493
    Deferred
    $36,225
    Nontaxable benefits
    $30,421
    Filer's total
    $1,376,156

  • SCHROEDER KURT G

    EVP CHIEF MARKETING AND COMMS OFFICER

    Total calculated
    $1,195,109
    From this org
    $1,128,187
    From related orgs
    $0
    Other
    $66,922
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $474,135
    Bonus
    $565,840
    Other
    $88,212
    Deferred
    $36,225
    Nontaxable benefits
    $30,697
    Filer's total
    $1,195,109

  • MACGILVRAY JENNIFER A

    EVP CHIEF QUALITY OFFICER

    Total calculated
    $1,025,279
    From this org
    $0
    From related orgs
    $955,287
    Other
    $69,992
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $409,231 related
    Bonus
    $0 + $446,195 related
    Other
    $0 + $99,861 related
    Deferred
    $0 + $36,225 related
    Nontaxable benefits
    $0 + $33,767 related
    Filer's total
    $0 + $1,025,279 related

  • PARKER EARL L JR

    EVP CHIEF OPERATIONS OFFICER

    Total calculated
    $1,023,513
    From this org
    $0
    From related orgs
    $961,647
    Other
    $61,866
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,625 related
    Bonus
    $0 + $496,484 related
    Other
    $0 + $85,538 related
    Deferred
    $0 + $36,225 related
    Nontaxable benefits
    $0 + $25,641 related
    Filer's total
    $0 + $1,023,513 related

  • MANOWSKI MICHAEL

    SVP CHIEF TECHNOLOGY OFFICER

    Total calculated
    $1,253,058
    From this org
    $1,195,839
    From related orgs
    $0
    Other
    $57,219
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $487,173
    Bonus
    $606,647
    Other
    $102,019
    Deferred
    $36,225
    Nontaxable benefits
    $20,994
    Filer's total
    $1,253,058

  • LEIBOWITZ THOMAS J

    SVP CHIEF ACTUARY

    Total calculated
    $1,147,913
    From this org
    $1,088,706
    From related orgs
    $0
    Other
    $59,207
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $433,316
    Bonus
    $547,958
    Other
    $107,432
    Deferred
    $36,225
    Nontaxable benefits
    $22,982
    Filer's total
    $1,147,913

  • FEGLEY ANDREA M

    SVP LEGAL AFFAIRS

    Total calculated
    $1,101,311
    From this org
    $1,044,319
    From related orgs
    $0
    Other
    $56,992
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $432,558
    Bonus
    $536,088
    Other
    $75,673
    Deferred
    $36,225
    Nontaxable benefits
    $20,767
    Filer's total
    $1,101,311

  • BALTIS THOMAS

    VP CHIEF INFORMATION SECURITY OFFICER

    Total calculated
    $944,795
    From this org
    $896,453
    From related orgs
    $0
    Other
    $48,342
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $369,930
    Bonus
    $460,524
    Other
    $65,999
    Deferred
    $36,225
    Nontaxable benefits
    $12,117
    Filer's total
    $944,795

  • SHEETZ MARTY A

    VP BUSINESS IMPLEMENTATION & CLAIMS

    Total calculated
    $926,023
    From this org
    $871,410
    From related orgs
    $0
    Other
    $54,613
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $340,214
    Bonus
    $455,109
    Other
    $76,087
    Deferred
    $36,225
    Nontaxable benefits
    $18,388
    Filer's total
    $926,023

  • PARTHASARATHY SRIPADH

    VP IT DEVELOPMENT

    Total calculated
    $919,409
    From this org
    $854,235
    From related orgs
    $0
    Other
    $65,174
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $339,540
    Bonus
    $433,330
    Other
    $81,365
    Deferred
    $36,225
    Nontaxable benefits
    $28,949
    Filer's total
    $919,409

  • CROLEY DANIEL W

    VP CHIEF DENTAL OFFICER

    Total calculated
    $864,404
    From this org
    $0
    From related orgs
    $794,993
    Other
    $69,411
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,072 related
    Bonus
    $0 + $345,831 related
    Other
    $0 + $85,090 related
    Deferred
    $0 + $36,225 related
    Nontaxable benefits
    $0 + $33,186 related
    Filer's total
    $0 + $864,404 related

  • GOLDMAN EDWARD L JR

    VP INFRASTRUCTURE ENGINEERING

    Total calculated
    $830,916
    From this org
    $772,136
    From related orgs
    $0
    Other
    $58,780
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $361,695
    Bonus
    $359,636
    Other
    $50,805
    Deferred
    $36,225
    Nontaxable benefits
    $22,555
    Filer's total
    $830,916

  • MANER MICHAEL

    VP SALES

    Total calculated
    $806,062
    From this org
    $0
    From related orgs
    $740,442
    Other
    $65,620
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,183 related
    Bonus
    $0 + $327,031 related
    Other
    $0 + $67,228 related
    Deferred
    $0 + $36,225 related
    Nontaxable benefits
    $0 + $29,395 related
    Filer's total
    $0 + $806,062 related

  • TODI HEMANT

    VP DATA ANALYTICS AND INSIGHTS

    Total calculated
    $800,288
    From this org
    $734,028
    From related orgs
    $0
    Other
    $66,260
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $354,830
    Bonus
    $340,875
    Other
    $38,323
    Deferred
    $36,225
    Nontaxable benefits
    $30,035
    Filer's total
    $800,288

  • SBRAGIA RICHARD J

    VP FINANCE - FINANCIAL OPERATIONS

    Total calculated
    $775,915
    From this org
    $721,361
    From related orgs
    $0
    Other
    $54,554
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $339,588
    Bonus
    $314,947
    Other
    $66,826
    Deferred
    $36,225
    Nontaxable benefits
    $18,329
    Filer's total
    $775,915

  • SWAMINATHAN SHANMUGA

    VP ENTERPRISE ARCHITECTURE

    Total calculated
    $766,935
    From this org
    $702,215
    From related orgs
    $0
    Other
    $64,720
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $327,172
    Bonus
    $308,299
    Other
    $66,744
    Deferred
    $36,225
    Nontaxable benefits
    $28,495
    Filer's total
    $766,935

  • NAGATA DUANE

    VP PRODUCT

    Total calculated
    $764,154
    From this org
    $699,005
    From related orgs
    $0
    Other
    $65,149
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $336,473
    Bonus
    $286,962
    Other
    $75,570
    Deferred
    $36,225
    Nontaxable benefits
    $28,924
    Filer's total
    $764,154

  • ALBUM JEFFREY M

    VP PUBLIC & GOVERNMENT AFFAIRS

    Total calculated
    $733,528
    From this org
    $694,878
    From related orgs
    $0
    Other
    $38,650
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $336,024
    Bonus
    $315,258
    Other
    $43,596
    Deferred
    $18,435
    Nontaxable benefits
    $20,215
    Filer's total
    $733,528

  • SANCHEZ WALTER

    VP INTERNAL AUDIT

    Total calculated
    $730,824
    From this org
    $660,942
    From related orgs
    $0
    Other
    $69,882
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $309,054
    Bonus
    $288,358
    Other
    $63,530
    Deferred
    $36,225
    Nontaxable benefits
    $33,657
    Filer's total
    $730,824

  • CHELES JENNIFER

    VP STRATEGY INTEGRATION

    Total calculated
    $725,606
    From this org
    $0
    From related orgs
    $669,706
    Other
    $55,900
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,692 related
    Bonus
    $0 + $301,910 related
    Other
    $0 + $63,104 related
    Deferred
    $0 + $36,225 related
    Nontaxable benefits
    $0 + $19,675 related
    Filer's total
    $0 + $725,606 related

  • USHER MARCY

    VP TALENT

    Total calculated
    $598,071
    From this org
    $578,850
    From related orgs
    $0
    Other
    $19,221
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $233,077
    Bonus
    $290,450
    Other
    $55,323
    Deferred
    $10,350
    Nontaxable benefits
    $8,871
    Filer's total
    $598,071

  • KOKOSKIN BRENT

    VP ENTERPRISE MARKETING

    Total calculated
    $710,502
    From this org
    $640,483
    From related orgs
    $0
    Other
    $70,019
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $326,692
    Bonus
    $290,834
    Other
    $22,957
    Deferred
    $36,225
    Nontaxable benefits
    $33,794
    Filer's total
    $710,502

  • FERGUSON KENZIE

    VP FOUNDATION & CORP SOCIAL RESP

    Total calculated
    $640,527
    From this org
    $593,655
    From related orgs
    $0
    Other
    $46,872
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $284,789
    Bonus
    $267,516
    Other
    $41,350
    Deferred
    $36,225
    Nontaxable benefits
    $10,647
    Filer's total
    $640,527

  • HARZE CHRISTOPHER

    VP FINANCE

    Total calculated
    $634,491
    From this org
    $568,587
    From related orgs
    $0
    Other
    $65,904
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $320,525
    Bonus
    $218,960
    Other
    $29,102
    Deferred
    $36,225
    Nontaxable benefits
    $29,679
    Filer's total
    $634,491

  • NAKAHARA EARL

    EXECUTIVE RISK CONSULTANT

    Total calculated
    $849,310
    From this org
    $783,165
    From related orgs
    $0
    Other
    $66,145
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $346,372
    Bonus
    $402,885
    Other
    $33,908
    Deferred
    $36,225
    Nontaxable benefits
    $29,920
    Filer's total
    $849,310

  • O'TOOLE KEVIN M

    DIRECTOR SALES

    Total calculated
    $769,606
    From this org
    $699,518
    From related orgs
    $0
    Other
    $70,088
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $203,951
    Bonus
    $438,042
    Other
    $57,525
    Deferred
    $36,225
    Nontaxable benefits
    $33,863
    Filer's total
    $769,606

  • STEELE CHRISTINA

    SENIOR DIR. LEGAL SERVICES, SR ASSOCIATE GENER

    Total calculated
    $720,555
    From this org
    $650,696
    From related orgs
    $0
    Other
    $69,859
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $338,831
    Bonus
    $247,230
    Other
    $64,635
    Deferred
    $36,225
    Nontaxable benefits
    $33,634
    Filer's total
    $720,555

  • STIAK MATTHEW

    DIR. CYBER RISK OPERATIONS & EVENT MANAGEMENT

    Total calculated
    $585,919
    From this org
    $548,628
    From related orgs
    $0
    Other
    $37,291
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $302,062
    Bonus
    $190,365
    Other
    $56,201
    Deferred
    $36,225
    Nontaxable benefits
    $1,066
    Filer's total
    $585,919

  • LOMAX CHAD

    DIR. CYBER RISK SOLUTIONS

    Total calculated
    $581,660
    From this org
    $523,259
    From related orgs
    $0
    Other
    $58,401
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $301,496
    Bonus
    $187,010
    Other
    $34,753
    Deferred
    $36,225
    Nontaxable benefits
    $22,176
    Filer's total
    $581,660

  • LAYNE VALERIE

    FORMER VP NATIONAL & SPECIAL ACCOUNTS

    Total calculated
    $250,014
    From this org
    $237,977
    From related orgs
    $0
    Other
    $12,037
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $237,977
    Other
    $0
    Deferred
    $12,037
    Nontaxable benefits
    $0
    Filer's total
    $250,014

  • NASR JAMAL

    FORMER VP BUSINESS PROCESS MANAGEMENT

    Total calculated
    $216,945
    From this org
    $216,945
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $215,028
    Other
    $1,917
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $216,945

  • THOLIA ASHISH

    FORMER SR. DIR. STRATEGY BUSINESS DEVELOPME

    Total calculated
    $201,098
    From this org
    $201,098
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $201,098
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $201,098

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 · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 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 1A
FIRST CLASS BUSINESS TRAVEL IS REIMBURSED TO THE CEO, EXECUTIVE VICE PRESIDENTS, AND SENIOR VICE PRESIDENTS. FIRST CLASS BUSINESS TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION. TRAVEL FOR COMPANIONS WAS PROVIDED TO SEVEN OFFICERS AND ONE KEY EMPLOYEE. THE COST OF THIS BENEFIT WAS INCLUDED IN TAXABLE COMPENSATION. FINANCIAL AND TAX PLANNING EXPENSES ARE REIMBURSED TO EMPLOYEES AT THE DIRECTOR OR ABOVE LEVELS OF MANAGEMENT. A COMPANY POLICY OUTLINES THE MAXIMUM REIMBURSEMENT ALLOWED FOR EACH MANAGEMENT LEVEL. SEVEN OFFICERS, SIX KEY EMPLOYEES, AND ONE HIGHEST COMPENSATED EMPLOYEE RECEIVED REIMBURSEMENT IN 2024. THESE REIMBURSEMENTS ARE INCLUDED IN THE TAXABLE COMPENSATION OF THE REIMBURSED EMPLOYEES.
PART I, LINE 4A
DURING 2024, ONE EXECUTIVE, ASHISH THOLIA, RECEIVED A SEVERANCE PAYMENT UPON SEPARATION FROM THE ORGANIZATION. THIS PAYMENT IS INCLUDED ON SCHEDULE J AND REPORTED IN PART II, COLUMN (B)(III).
PART I, LINE 7:
THE CEO OF THE ORGANIZATION, WITH BOARD OF DIRECTORS APPROVAL, MAY GRANT AN ANNUAL BONUS TO ALL MANAGEMENT EMPLOYEES. THESE AMOUNTS ARE INCLUDED IN TAXABLE COMPENSATION. DELTA DENTAL OF CALIFORNIA MAINTAINS A LONG-TERM INCENTIVE PLAN (LTIP) FOR ELIGIBLE EMPLOYEES OF THE ORGANIZATION, LINKING COMPENSATION TO THE COMPANY'S PERFORMANCE. USING SUCCESS METRICS SUCH AS REVENUES, NET GAIN AS A PERCENTAGE OF REVENUES, AND OTHERS, ALLOWS THE COMPANY TO ACCURATELY MEASURE ITS GROWTH, INFORM ON PROGRESS OF ITS BUSINESS TRANSFORMATION, AND EMPOWER CONTINUED SUCCESS. THE LTIP IS UNFUNDED AND ALL PAYMENTS FROM THE LTIP ARE DERIVED FROM THE GAINS OF THE COMPANY. AS SUCH, THERE IS NO GUARANTEE OF INCENTIVE PAYMENTS UNDER THE LTIP. THE CEO MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE FOR ITS REVIEW AND APPROVAL REGARDING THE PERFORMANCE OBJECTIVES, BOTH FINANCIAL AND NON-FINANCIAL, UPON WHICH PAYMENT OF AWARDS ARE BASED AND THE TIME PERIOD DURING WHICH PERFORMANCE SHALL BE MEASURED. EACH LTIP PLAN SPANS THREE YEARS, OVERLAPPING WITH CURRENT PLANS. THESE AMOUNTS ARE INCLUDED IN TAXABLE COMPENSATION.
PART II, ROW (II):
SOME OF THE ORGANIZATION'S OFFICERS ARE PAID BY A RELATED ORGANIZATION. ACCORDINGLY, THEIR COMPENSATION IS REPORTED ON ROW (II).
PART II, COLUMN B :
GREGORY D. KAPLAN'S COMPENSATION IS COMPRISED OF THE FOLLOWING: $119,334 IN DELTA DENTAL OF CALIFORNIA BOARD OF DIRECTOR FEES, $192,700 IN DELTA DENTAL OF CALIFORNIA CONSULTING FEES, AND $84,000 IN CELEBRATION DENTAL CONSULTING FEES.

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
2024
Filed
30 October 2025
IRS schema version
2024v5.2
Source object
202523089349302432

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

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