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Nonprofiteer
← DELTA DENTAL FUND

Form 990 for tax year 2022

Filed by DELTA DENTAL FUND.

Totals

Total revenue
$9,734,440
Total expenses
$8,964,456
Contributions and grants received
$4,411,760
Grants paid
$7,158,197
Program service revenue
$0
Investment income
$5,322,680
Other revenue
$0
Total assets, end of year
$117,928,292
Total liabilities, end of year
$3,886,972
Net assets or fund balances, end of year
$114,041,320
Program services expenses (Part IX)
$8,504,726
Management and general expenses
$459,730
Fundraising expenses
$0
Program service expenses (Part III)
$8,504,726

Program services were 94.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GORAN JURKOVIC CPA

    PRESIDENT & BOARD TRUSTEE

    Total calculated
    $8,489,708
    From this org
    $0
    From related orgs
    $6,178,337
    Other
    $2,311,371
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,403,355 related
    Bonus
    $0 + $3,094,090 related
    Other
    $0 + $1,680,892 related
    Deferred
    $0 + $2,287,652 related
    Nontaxable benefits
    $0 + $23,719 related
    Filer's total
    $0 + $8,489,708 related

  • AMY BASEL CPA

    CHIEF FINANCIAL OFFICER

    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

  • HOLLI SEABURY

    EXECUTIVE DIRECTOR

    Total calculated
    $408,825
    From this org
    $0
    From related orgs
    $330,350
    Other
    $78,475
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,427 related
    Bonus
    $0 + $1,000 related
    Other
    $0 + $7,923 related
    Deferred
    $0 + $54,756 related
    Nontaxable benefits
    $0 + $23,719 related
    Filer's total
    $0 + $408,825 related

  • ERIN DULING CPA

    TREASURER

    Total calculated
    $308,770
    From this org
    $0
    From related orgs
    $242,777
    Other
    $65,993
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,990 related
    Bonus
    $0 + $67,422 related
    Other
    $0 + $365 related
    Deferred
    $0 + $42,274 related
    Nontaxable benefits
    $0 + $23,719 related
    Filer's total
    $0 + $308,770 related

  • JORDAN LEAMING

    SECRETARY

    Total calculated
    $180,440
    From this org
    $0
    From related orgs
    $170,303
    Other
    $10,137
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $132,854 related
    Bonus
    $0 + $36,999 related
    Other
    $0 + $450 related
    Deferred
    $0 + $10,107 related
    Nontaxable benefits
    $0 + $30 related
    Filer's total
    $0 + $180,440 related

  • ELAINE LOYACK

    TRUSTEE

    Total calculated
    $160,608
    From this org
    $0
    From related orgs
    $126,877
    Other
    $33,731
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $106,277 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $600 related
    Deferred
    $0 + $6,691 related
    Nontaxable benefits
    $0 + $27,040 related
    Filer's total
    $0 + $160,608 related

  • STEPHEN A EKLUND DDS MSHA PHD

    TRUSTEE

    Total calculated
    $90,296
    From this org
    $2,000
    From related orgs
    $88,296
    Other
    $0
    Hours/week
    1 + 10 related

  • KELLY SCHEIDERER

    VICE CHAIR

    Total calculated
    $94,081
    From this org
    $2,000
    From related orgs
    $71,581
    Other
    $20,500
    Hours/week
    1 + 10 related

  • CAROLE SIMONETTI WATKINS

    TRUSTEE

    Total calculated
    $68,496
    From this org
    $1,500
    From related orgs
    $66,996
    Other
    $0
    Hours/week
    1 + 10 related

  • RAYMOND FRED GIST

    TRUSTEE

    Total calculated
    $61,500
    From this org
    $1,500
    From related orgs
    $60,000
    Other
    $0
    Hours/week
    1 + 5 related

  • ANN FLERMOEN DDS

    TRUSTEE

    Total calculated
    $19,500
    From this org
    $2,000
    From related orgs
    $17,500
    Other
    $0
    Hours/week
    1 + 5 related

  • JOSEPH C HARRIS DDS

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JAMES P HALLAN

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOHN A BREZA DDS

    CHAIR

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TASHA BLACKMON

    TRUSTEE

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

  • FAIYAZ N SYED MD MPH

    TRUSTEE

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

  • BRUCE R SMITH

    TRUSTEE

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

  • LAWRENCE D CRAWFORD DDS

    TRUSTEE

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

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

  • 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 3
THE CEO AND EXECUTIVE DIRECTOR ARE W-2 EMPLOYEES OF A RELATED ORGANIZATION, DELTA DENTAL PLAN OF MICHIGAN, INC. COMPENSATION IS DETERMINED BY THAT ENTITY. THE DELTA DENTAL PLAN OF MICHIGAN, INC. COMPENSATION COMMITTEE REVIEWS PERFORMANCE AND SETS TOTAL COMPENSATION. EVERY TWO YEARS, A STUDY IS PERFORMED BY TOWERS WATSON AND THE DATA IS USED IN COMPENSATION DECISIONS. THE INDEPENDENT CONSULTANT PROVIDES AN OPINION AS TO THE REASONABLENESS AND APPROPRIATENESS OF THE TOTAL COMPENSATION, INCLUDING BASE PAY, INCENTIVE, BENEFITS AND RETIREMENT BENEFITS.
PART I, LINE 4B
THE 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, GORAN JURKOVIC AND AMY BASEL ACCRUED BENEFITS AS PARTICIPANTS IN THE SERP PLAN. GORAN JURKOVIC AND AMY BASEL BECAME VESTED IN A PORTION OF THEIR 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'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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202343189349306909

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

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