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Nonprofiteer
← DELTA DENTAL PLAN OF ARKANSAS INC

Form 990 for tax year 2023

Filed by DELTA DENTAL PLAN OF ARKANSAS INC.

Totals

Total revenue
$241,101,895
Total expenses
$240,844,391
Contributions and grants received
$0
Grants paid
$3,748,366
Program services expenses (Part IX)
$201,962,214
Management and general expenses
$38,882,177
Fundraising expenses
$0
Program service expenses (Part III)
$201,962,214

Program services were 83.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DR TROY JOHN DRYDEN BARTELS

    DIRECTOR

    Total calculated
    $369,498
    From this org
    $285,561
    From related orgs
    $0
    Other
    $83,937
    Hours/week
    8

    Schedule J breakdown matched by us

    Base
    $19,838
    Bonus
    $0
    Other
    $265,723
    Deferred
    $83,937
    Nontaxable benefits
    $0
    Filer's total
    $369,498

  • R MARK BAILEY

    DIRECTOR

    Total calculated
    $142,990
    From this org
    $116,817
    From related orgs
    $0
    Other
    $26,173
    Hours/week
    8

  • SARAH CLARK

    CHAIRMAN

    Total calculated
    $79,989
    From this org
    $54,993
    From related orgs
    $24,996
    Other
    $0
    Hours/week
    8 + 5 related

  • WAYNE CALLAHAN

    DIRECTOR

    Total calculated
    $62,708
    From this org
    $52,293
    From related orgs
    $10,415
    Other
    $0
    Hours/week
    8 + 5 related

  • TAMIKA EDWARDS

    DIRECTOR

    Total calculated
    $42,315
    From this org
    $42,315
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • JOE THOMPSON

    DIRECTOR

    Total calculated
    $49,195
    From this org
    $49,195
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • PHILLIP COX

    VICE CHAIR

    Total calculated
    $95,758
    From this org
    $19,720
    From related orgs
    $16,664
    Other
    $59,374
    Hours/week
    8 + 5 related

  • CINDY BOYLE

    SECRETARY

    Total calculated
    $64,057
    From this org
    $19,690
    From related orgs
    $0
    Other
    $44,367
    Hours/week
    8

  • NED ALLEY

    DIRECTOR

    Total calculated
    $226,092
    From this org
    $195,907
    From related orgs
    $0
    Other
    $30,185
    Hours/week
    8

    Schedule J breakdown matched by us

    Base
    $15,488
    Bonus
    $0
    Other
    $180,419
    Deferred
    $30,185
    Nontaxable benefits
    $0
    Filer's total
    $226,092

  • MARK LANGSTON

    DIRECTOR

    Total calculated
    $36,258
    From this org
    $36,258
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • PAUL BEAHM

    DIRECTOR

    Total calculated
    $31,618
    From this org
    $31,618
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • DESIREE DARE

    DIRECTOR

    Total calculated
    $35,368
    From this org
    $35,368
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

  • ARNOUD KRIJT

    TREASURER

    Total calculated
    $73,449
    From this org
    $19,915
    From related orgs
    $0
    Other
    $53,534
    Hours/week
    8

  • KRISTIN MERLO

    PRESIDENT & CEO

    Total calculated
    $1,120,691
    From this org
    $924,833
    From related orgs
    $0
    Other
    $195,858
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $600,356
    Bonus
    $311,637
    Other
    $12,840
    Deferred
    $174,566
    Nontaxable benefits
    $21,292
    Filer's total
    $1,120,691

  • BRADLEY CLOTHIER

    EVP & COO

    Total calculated
    $760,413
    From this org
    $633,666
    From related orgs
    $0
    Other
    $126,747
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $465,449
    Bonus
    $168,217
    Other
    $0
    Deferred
    $120,029
    Nontaxable benefits
    $6,718
    Filer's total
    $760,413

  • DEBORAH LOWTHARP

    VP, FINANCE/CFO

    Total calculated
    $470,969
    From this org
    $368,692
    From related orgs
    $0
    Other
    $102,277
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $273,091
    Bonus
    $95,601
    Other
    $0
    Deferred
    $80,985
    Nontaxable benefits
    $21,292
    Filer's total
    $470,969

  • THOMAS REDD

    VP, PROFESSIONAL RELATIONS

    Total calculated
    $414,946
    From this org
    $362,194
    From related orgs
    $0
    Other
    $52,752
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $252,597
    Bonus
    $109,597
    Other
    $0
    Deferred
    $37,496
    Nontaxable benefits
    $15,256
    Filer's total
    $414,946

  • JIMMY ANTHONY

    VP, STRATEGIC CUSTOMER SOLUTIONS

    Total calculated
    $424,277
    From this org
    $326,860
    From related orgs
    $0
    Other
    $97,417
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $241,876
    Bonus
    $84,984
    Other
    $0
    Deferred
    $76,125
    Nontaxable benefits
    $21,292
    Filer's total
    $424,277

  • KATIE MEHDIZADEGAN

    VP & GENERAL COUNSEL

    Total calculated
    $326,037
    From this org
    $273,446
    From related orgs
    $0
    Other
    $52,591
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $209,992
    Bonus
    $63,454
    Other
    $0
    Deferred
    $31,364
    Nontaxable benefits
    $21,227
    Filer's total
    $326,037

  • DAVE HAWSEY

    VP, MARKETING

    Total calculated
    $320,819
    From this org
    $269,684
    From related orgs
    $0
    Other
    $51,135
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $198,550
    Bonus
    $71,134
    Other
    $0
    Deferred
    $29,843
    Nontaxable benefits
    $21,292
    Filer's total
    $320,819

  • JENNIFER MORALES

    VP, HUMAN RESOURCES

    Total calculated
    $239,954
    From this org
    $193,652
    From related orgs
    $0
    Other
    $46,302
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $165,964
    Bonus
    $27,688
    Other
    $0
    Deferred
    $25,010
    Nontaxable benefits
    $21,292
    Filer's total
    $239,954

  • CALEB CASTLEBERRY

    VP, IT - PART YEAR

    Total calculated
    $203,556
    From this org
    $192,838
    From related orgs
    $0
    Other
    $10,718
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $57,135
    Bonus
    $60,703
    Other
    $75,000
    Deferred
    $2,412
    Nontaxable benefits
    $8,306
    Filer's total
    $203,556

  • ELIZABETH JONES

    DIRECTOR, MEDICAID OPERATIONS

    Total calculated
    $147,260
    From this org
    $112,338
    From related orgs
    $0
    Other
    $34,922
    Hours/week
    60

  • NIKI CARTER

    DENTAL DIR & MANAGER, PROF. RELATIONS

    Total calculated
    $319,754
    From this org
    $279,709
    From related orgs
    $0
    Other
    $40,045
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,507
    Bonus
    $56,202
    Other
    $0
    Deferred
    $33,327
    Nontaxable benefits
    $6,718
    Filer's total
    $319,754

  • KATHLEEN SMITH

    DENTAL CONSULTANT

    Total calculated
    $214,054
    From this org
    $181,839
    From related orgs
    $0
    Other
    $32,215
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,831
    Bonus
    $9,008
    Other
    $0
    Deferred
    $25,497
    Nontaxable benefits
    $6,718
    Filer's total
    $214,054

  • ROBERT JONES

    DENTAL CONSULTANT

    Total calculated
    $176,132
    From this org
    $153,854
    From related orgs
    $0
    Other
    $22,278
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,422
    Bonus
    $7,432
    Other
    $0
    Deferred
    $21,477
    Nontaxable benefits
    $801
    Filer's total
    $176,132

  • JEB STEEN

    MANAGER, SALES

    Total calculated
    $209,598
    From this org
    $175,319
    From related orgs
    $0
    Other
    $34,279
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $93,994
    Bonus
    $81,325
    Other
    $0
    Deferred
    $12,987
    Nontaxable benefits
    $21,292
    Filer's total
    $209,598

  • TOMMY SORROWS

    MANAGER, APP & REPORTING

    Total calculated
    $184,082
    From this org
    $150,504
    From related orgs
    $0
    Other
    $33,578
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,522
    Bonus
    $18,982
    Other
    $0
    Deferred
    $17,917
    Nontaxable benefits
    $15,661
    Filer's total
    $184,082

  • JAMES COUCH

    FORMER SVP & COO

    Total calculated
    $113,452
    From this org
    $113,452
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $113,452
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $113,452

  • EBB JOHNSON

    FORMER VP, EX. DIRECTOR, DDAR FOUND.

    Total calculated
    $104,322
    From this org
    $104,322
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $104,322
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $104,322

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 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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, LINES 4A-B
LINE 4A: IN 2023, CALEB CASTLEBERRY RECIEVED A SEVERANCE PAYMENT IN THE AMOUNT OF $75,000 AND JAMES COUCH RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $113,452. LINE 4B: A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN UNDER SEC. 457(F) IS MAINTAINED BY THE ORGANIZATION FOR CERTAIN EXECUTIVE EMPLOYEES. UPON SEVERANCE FROM SERVICE PRIOR TO ATTAINMENT OF NORMAL RETIREMENT AGE, THE PARTICIPANT SHALL FORFEIT INELIGIBLE AMOUNTS IN THE PLAN UNLESS SUCH SEVERANCE IS DUE TO DEATH, DISABILITY, INVOLUNTARY TERMINATION WITHOUT CAUSE, OR A SEVERANCE FROM EMPLOYMENT FOR GOOD REASON. IN 2023, KRISTIN MERLO, DEBORAH LOWTHARP, BRAD CLOTHIER AND JIMMY ANTHONY ACCRUED BENEFITS AS A PARTICIPANT IN THE PLAN, BUT DID NOT RECEIVE A DISTRIBUTION.
PART I, LINE 7
DELTA DENTAL ACCRUES AND PAYS AN ANNUAL BONUS TO OFFICERS BASED ON A VARIETY OF PERFORMANCE FACTORS INCLUDING THE PROFITABILITY OF THE ORGANIZATION.

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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349308215

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

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