DELTA DENTAL PLANS ASSOCIATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DELTA DENTAL PLANS ASSOCIATION (EIN 36-2551984)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201933169349304908
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T14:33:46-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 MICHIGAN AVE STE 100 | AddressLine1Txt |
| City | EAST LANSING | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48823 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362551984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELTA DENTAL PLANS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELT | BusinessNameControlTxt |
| Phone | 6305746853 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 W 22ND STREET NO 450 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM STEFFL | PersonNm |
| Person Title | VP STRATEGIC DEVLPMT & FINANCE | PersonTitleTxt |
| Phone | 6305746851 | PhoneNum |
| Signature | 2019-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA M PETERS CPA | PreparerPersonNm |
| PTIN | P00904574 | PTIN |
| Phone | 5173326200 | PhoneNum |
| Preparation | 2019-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.59.56.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-30 | IPDt |
| IP Tm | 18:11:40 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 737380BCD7AD51223FD12A91753DF01CE9F34789 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN OLSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 W 22ND STREET NO 450 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,002,211 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.DELTADENTAL.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE ASSOCIATION IS TO INCREASE THE AVAILABILITY OF DENTAL SERVICES TO THE PUBLIC BY ENCOURAGING THE EXPANSION OF DENTAL PREPAYMENT PROGRAMS ADMINISTERED THROUGH NON-PROFIT DENTAL SERVICE CORPORATIONS, AND BY PROVIDING THE MEANS FOR ACTIVE, ASSOCIATE, OR AFFILIATE MEMBERS TO COOPERATE IN MULTISTATE AND NATIONAL GROUP COVERAGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $5,027,215 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $128,741 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,231,871 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $28,592,482 | CYProgramServiceRevenueAmt |
| PY Investment Income | $134,440 | PYInvestmentIncomeAmt |
| CY Investment Income | $114,738 | CYInvestmentIncomeAmt |
| PY Other Revenue | $72,383 | PYOtherRevenueAmt |
| CY Other Revenue | $83,616 | CYOtherRevenueAmt |
| PY Total Revenue | $27,438,694 | PYTotalRevenueAmt |
| CY Total Revenue | $28,790,836 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,414,137 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,297,922 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,684,321 | PYOtherExpensesAmt |
| CY Other Expenses | $15,722,790 | CYOtherExpensesAmt |
| PY Total Expenses | $27,098,458 | PYTotalExpensesAmt |
| CY Total Expenses | $27,020,712 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $340,236 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,770,124 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,588,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,440,697 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,634,778 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,904,627 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,953,226 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,536,070 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE ASSOCIATION IS TO INCREASE THE AVAILABILITY OF DENTAL SERVICES TO THE PUBLIC BY ENCOURAGING THE EXPANSION OF DENTAL PREPAYMENT PROGRAMS ADMINISTERED THROUGH NON-PROFIT DENTAL SERVICE CORPORATIONS, AND BY PROVIDING THE MEANS FOR ACTIVE, ASSOCIATE, OR AFFILIATE MEMBERS TO COOPERATE IN MULTISTATE AND NATIONAL GROUP COVERAGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | EDUCATION AND PROMOTIONAL MATERIALS AND ADVERTISING CAMPAIGNS - TO INCREASE PUBLIC AWARENESS OF ORAL HEALTH ISSUES AND TO INCREASE ACCESS TO DENTAL SERVICES THROUGH THE USE OF DENTAL PREPAYMENT PROGRAMS. THESE CAMPAIGNS AND MATERIALS EDUCATE THE PUBLIC ON THE IMPORTANCE OF GOOD ORAL HEALTH AND ITS CONNECTION TO OVERALL HEALTH AND WELL-BEING, AND ENCOURAGE THE USE OF DENTAL PREPAYMENT PROGRAMS AS A MEANS OF INCREASING ACCESS TO AND REGULAR RECEIPT OF DENTAL SERVICES WITH A FOCUS ON PREVENTIVE DENTAL CARE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONFERENCES TO PROMOTE AWARENESS OF ORAL HEALTH AND SERVICE ISSUES AND EDUCATION ON NEW DEVELOPMENTS AFFECTING ORAL HEALTH AND THE DENTAL SERVICE INDUSTRY, WITH THE GOALS OF PROVIDING UP TO DATE INFORMATION ON INDUSTRY-RELEVANT TOPICS, PROMOTING HIGHER INDUSTRY STANDARDS AND BETTER SERVICE METHODS, AND ADVANCING ORAL HEALTH AND PUBLIC AWARENESS OF ITS CONNECTION TO OVERALL HEALTH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PUBLIC POLICY INITIATIVES DESIGNED TO CREATE AWARENESS OF ISSUES AFFECTING ORAL HEALTH AND THE DENTAL SERVICE INDUSTRY AND TO INFLUENCE LEGISLATION GERMANE TO ORAL HEALTH, DENTAL SERVICES, AND THE PREPAID DENTAL SERVICE PLAN INDUSTRY. THIS PROGRAM SERVICE ACTIVITY HELPS ACCOMPLISH THE ORGANIZATION'S LONG-TERM GOAL OF PROMOTING GOOD ORAL HEALTH, INCLUDING PROMOTING THE BENEFITS OF DENTAL PREPAYMENT PROGRAMS AS A MEANS OF INCREASING ACCESS TO AND REGULAR RECEIPT OF DENTAL SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 53 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA QUINN | PersonNm |
| Phone | 6305746851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 W 22ND STREET | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JAMES DWYER | ||||||||||
| CHAIR | 1.70 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROD YOUNG | ||||||||||
| VICE CHAIR | 1.70 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ALLAN ALLFORD | ||||||||||
| SECRETARY/TREASURER | 1.70 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY BARTH | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ED CHOATE | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA CZELADA | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEAN DE LUCA - PARTIAL YEAR | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HELEN DREXLER | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN GLADDEN | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BERNIE GLOSSY | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT GOOTEE | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROB GOREN | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KERRY HALL | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL HERBERT | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT JONES | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CURT LADIG | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| FRANK LUCIA - PARTIAL YEAR | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ED LOPEZ - PARTIAL YEAR | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BELINDA MARTINEZ | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOE NAGLE | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARIANNE ORTIZ | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNY PETERSON | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVE POLLOCK | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS RAFFIO | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFF RUSSELL | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUDE THOMPSON | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR PHILIP WENK | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS WILSON | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK YAMAKAWA | ||||||||||
| DIRECTOR | 1.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN OLSON | ||||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | $2,244,791 | $0 | $290,904 | ||||
| JASON DAUGHN | ||||||||||
| V.P., GOVERNMENT RELATIONS | 40.00 | 0.00 | $425,670 | $0 | $47,856 | Yes (X) | ||||
| JOSEPH DILL | ||||||||||
| V.P., DENTAL SCIENCE & NETWORK STRATEGY | 40.00 | 0.00 | $335,894 | $0 | $19,281 | Yes (X) | ||||
| JENNIFER ELLIOTT | ||||||||||
| CHIEF MARKETING OFFICER | 40.00 | 0.00 | $492,958 | $0 | $76,171 | Yes (X) | ||||
| JAMES HUTCHISON | ||||||||||
| GENERAL COUNSEL | 40.00 | 0.00 | $443,549 | $0 | $79,855 | Yes (X) | ||||
| SCOTT JESSEE | ||||||||||
| V.P., INFORMATION TECHNOLOGY | 40.00 | 0.00 | $317,165 | $0 | $53,864 | Yes (X) | ||||
| JANICE ANDERSON | ||||||||||
| DIRECTOR, MARKET INSIGHTS | 40.00 | 0.00 | $246,151 | $0 | $32,527 | Yes (X) | ||||
| FRANK KOLB | ||||||||||
| DIRECTOR, GOVERNMENT RELATIONS | 40.00 | 0.00 | $200,915 | $0 | $42,563 | Yes (X) | ||||
| FRED KWONG | ||||||||||
| DIRECTOR, INFORMATION SECURITY | 40.00 | 0.00 | $211,723 | $0 | $40,074 | Yes (X) | ||||
| ANDRE RICHARDS | ||||||||||
| ASSISTANT VICE PRESIDENT, BRAND STRATEGY & MANAGEM | 40.00 | 0.00 | $242,657 | $0 | $43,363 | Yes (X) | ||||
| JAMES VINCI | ||||||||||
| DIRECTOR, INDUSTRY ANALYSIS | 40.00 | 0.00 | $171,531 | $0 | $40,441 | Yes (X) | ||||
| CHARLES STICH | ||||||||||
| FORMER V.P., FINANCE AND COMPLIANCE | 40.00 | 0.00 | $271,786 | $0 | $29,609 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,604,790 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $796,508 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PUBLICIS INC | |||||
| 7300 LONE STAR DRIVE | PLANO | TX | 75024 | CONSULTING SERVICES | $1,661,774 |
| DELOITTE CONSULTING LLP | |||||
| 1700 MARKET STREET | PHILADELPHIA | PA | 19103 | CONSULTING SERVICES | $1,343,463 |
| HAMILTON PLACE STRATEGIES LLC | |||||
| 805 15TH ST NW STE 200 | WASHINGTON | DC | 20005 | CONSULTING SERVICES | $1,077,027 |
| CFS CONSULTING GROUP | |||||
| 800 ENTERPRISE DR SUITE 214 | OAK BROOK | IL | 60523 | TECHNOLOGY SERVICES | $1,056,056 |
| CA INC | |||||
| PO BOX 783591 | PHILADELPHIA | PA | 19178 | TECHNOLOGY SERVICES | $603,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 33 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $22,173,232 | $22,173,232 | |
| CORP. ADMIN FEES | 561000 | $5,027,215 | $5,027,215 | |
| CONFERENCE REGISTRATION | 561000 | $892,035 | $892,035 | |
| PUBLIC POLICY | 900099 | $500,000 | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $28,592,482 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,391 | TotalRevenueColumnAmt |
| Exclusion | $83,391 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,242,722 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,211,375 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,347 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,347 | TotalRevenueColumnAmt |
| Exclusion | $31,347 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $83,616 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $83,616 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $83,616 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,790,836 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,648,883 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,027,215 | UnrelatedBusinessRevenueAmt |
| Exclusion | $114,738 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,191,913 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,050,672 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,971 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $991,506 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,860 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,618 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,825 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,441 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,753 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,678,859 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,106 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,921,108 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,716 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,369 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,816,445 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,678,528 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,234 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| GOVERNMENT RELATIONS | $600,143 |
| EMPLOYEE RECRUITMENT | $572,712 |
| CONSULTING | $244,759 |
| PLAN SERVICES | $210,497 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,677 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,020,712 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,406,550 | BOYAmt |
| EOY | $2,346,320 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,623,047 | BOYAmt |
| EOY | $3,345,717 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,587,246 | BOYAmt |
| EOY | $1,442,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,335,090 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,198,427 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,068,134 | BOYAmt |
| EOY | $3,136,663 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,903,027 | BOYAmt |
| EOY | $2,169,084 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,588,004 | BOYAmt |
| EOY | $13,440,697 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,223,295 | BOYAmt |
| EOY | $5,453,746 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $411,483 | BOYAmt |
| EOY | $1,450,881 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,634,778 | BOYAmt |
| EOY | $6,904,627 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,953,226 | BOYAmt |
| EOY | $6,536,070 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,953,226 | BOYAmt |
| EOY | $6,536,070 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,588,004 | BOYAmt |
| EOY | $13,440,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,770,124 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$187,280 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $163,547 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,844 | DepreciationAmt |
| Book Value | $93,703 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,204,679 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,633,751 | DepreciationAmt |
| Book Value | $570,928 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,966,864 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,494,832 | DepreciationAmt |
| Book Value | $2,472,032 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,136,663 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,000,000 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,000,000 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG TERM CONTRACT LIABILITY | $980,000 |
| BENEFITS | $145,027 |
| DEFERRED COMPENSATION LIABILITY | $325,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,450,881 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018 AND 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. NET INCOME FROM ACTIVITIES UNRELATED TO THE ASSOCIATION'S TAX-EXEMPT PURPOSE ARE SUBJECT TO TAXATION. TAXES ON UNRELATED BUSINESS INCOME ARE NOT MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN OLSON | ||||||||||||||
| PRESIDENT & CEO | $689,948 | $0 | $500,000 | $0 | $1,054,843 | $0 | $262,821 | $0 | $28,083 | $0 | $2,535,695 | $0 | $1,047,319 | $0 |
| JASON DAUGHN | ||||||||||||||
| V.P., GOVERNMENT RELATIONS | $324,786 | $0 | $100,074 | $0 | $810 | $0 | $32,400 | $0 | $15,456 | $0 | $473,526 | $0 | $0 | $0 |
| JOSEPH DILL | ||||||||||||||
| V.P., DENTAL SCIENCE & NETWORK STRAT | $203,172 | $0 | $36,000 | $0 | $96,722 | $0 | $4,426 | $0 | $14,855 | $0 | $355,175 | $0 | $0 | $0 |
| JENNIFER ELLIOTT | ||||||||||||||
| CHIEF MARKETING OFFICER | $362,680 | $0 | $125,000 | $0 | $5,278 | $0 | $53,663 | $0 | $22,508 | $0 | $569,129 | $0 | $4,468 | $0 |
| JAMES HUTCHISON | ||||||||||||||
| GENERAL COUNSEL | $330,739 | $0 | $112,000 | $0 | $810 | $0 | $49,623 | $0 | $30,232 | $0 | $523,404 | $0 | $0 | $0 |
| SCOTT JESSEE | ||||||||||||||
| V.P., INFORMATION TECHNOLOGY | $236,711 | $0 | $80,000 | $0 | $454 | $0 | $31,388 | $0 | $22,476 | $0 | $371,029 | $0 | $0 | $0 |
| JANICE ANDERSON | ||||||||||||||
| DIRECTOR, MARKET INSIGHTS | $224,938 | $0 | $20,152 | $0 | $1,061 | $0 | $11,833 | $0 | $20,694 | $0 | $278,678 | $0 | $0 | $0 |
| FRANK KOLB | ||||||||||||||
| DIRECTOR, GOVERNMENT RELATIONS | $171,049 | $0 | $29,314 | $0 | $552 | $0 | $13,187 | $0 | $29,376 | $0 | $243,478 | $0 | $0 | $0 |
| FRED KWONG | ||||||||||||||
| DIRECTOR, INFORMATION SECURITY | $175,233 | $0 | $36,100 | $0 | $390 | $0 | $12,812 | $0 | $27,262 | $0 | $251,797 | $0 | $0 | $0 |
| ANDRE RICHARDS | ||||||||||||||
| ASSISTANT VICE PRESIDENT, BRAND STRA | $198,542 | $0 | $43,117 | $0 | $998 | $0 | $15,257 | $0 | $28,106 | $0 | $286,020 | $0 | $0 | $0 |
| JAMES VINCI | ||||||||||||||
| DIRECTOR, INDUSTRY ANALYSIS | $145,682 | $0 | $23,865 | $0 | $1,984 | $0 | $10,968 | $0 | $29,473 | $0 | $211,972 | $0 | $0 | $0 |
| CHARLES STICH | ||||||||||||||
| FORMER V.P., FINANCE AND COMPLIANCE | $0 | $0 | $0 | $0 | $271,786 | $0 | $198 | $0 | $29,411 | $0 | $301,395 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 4A: DR. JOSEPH DILL RECEIVED REIMBURSEMENT OF MOVING EXPENSES, AND A GROSS-UP FOR TAXES PAYABLE ON THESE AMOUNTS, EQUAL TO $94,254. PART I, LINE 4A: CHUCK STICH RECEIVED SEVERANCE PAYMENTS OF $271,786. PART I, LINE 4B: STEVEN OLSON ACCRUED A BENEFIT UNDER THE TERMS OF A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN (THE "PLAN") EQUAL TO $245,833 FOR 2018, TO BE PAID OUT IN THE FUTURE. HE RECEIVED A PAYOUT OF PREVIOUSLY ACCRUED BENEFITS UNDER THE PLAN EQUAL TO $1,047,319 IN 2018. THIS PAYOUT REPRESENTS A LUMP-SUM PAYMENT OF BENEFITS THAT WERE ACCRUED OVER A PERIOD OF 5 YEARS PURSUANT TO THE TERMS OF THE PLAN. JENNIFER ELLIOTT AND JAMES HUTCHISON ACCRUED BENEFITS UNDER THE TERMS OF THE PLAN EQUAL TO $17,551 AND $13,510, RESPECTIVELY, FOR 2018 TO BE PAID OUT IN THE FUTURE. JENNIFER ELLIOTT RECEIVED A PAYOUT OF PREVIOUSLY ACCRUED BENEFITS UNDER THE PLAN EQUAL TO $4,468 IN 2018. ALL BENEFITS INCLUDED IN THE PAYOUTS TO STEVEN OLSON AND JENNIFER ELLIOTT WERE PREVIOUSLY REPORTED AS COMPENSATION ON PRIOR YEARS' FORM 990S. THE FAIR MARKET VALUE OF ALL COMPENSATION AND BENEFITS PAID TO STEVEN OLSON, JENNIFER ELLIOTT, AND JAMES HUTCHISON, INCLUDING ALL AMOUNTS ACCRUED AND PAID UNDER THE PLAN, WAS ESTABLISHED BY FOLLOWING IRS-RECOMMENDED PRACTICES FOR DETERMINING THE REASONABLENESS OF COMPENSATION AND THE TERMS OF OUR WRITTEN COMPENSATION POLICY, AS DESCRIBED BELOW. IN ADDITION, THE TOTAL COMPENSATION AND BENEFITS PACKAGE FOR EACH MEMBER OF OUR EXECUTIVE TEAM IS REVIEWED ANNUALLY BY A NATIONALLY RECOGNIZED INDEPENDENT COMPENSATION CONSULTING FIRM, AND DETERMINED TO BE REASONABLE BY SUCH FIRM'S EXPERTS. PART I, LINE 3: OUR COMPENSATION POLICY, EACH YEAR, THE COMPENSATION COMMITTEE OF OUR BOARD OF DIRECTORS MEETS TO REVIEW AND APPROVE THE COMPENSATION ARRANGEMENTS FOR EACH OF THE MEMBERS OF THE EXECUTIVE TEAM. THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE ANY CONFLICTS OF INTEREST AS TO THE ARRANGEMENT BEING REVIEWED. IN DETERMINING FAIR MARKET VALUE, THE COMMITTEE RELIES ON COMPARABILITY DATA COMPILED BY A NATIONALLY-RECOGNIZED INDEPENDENT COMPENSATION CONSULTING FIRM, AND ON THAT FIRM'S EXPERTS' DETERMINATION THAT THE TOTAL COMPENSATION AND BENEFITS PACKAGE OF EACH MEMBER OF THE EXECUTIVE TEAM IS REASONABLE. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED AND APPROVED AT THE NEXT MEETING OF THE COMMITTEE. THIS PROCESS IS UNDERTAKEN ANNUALLY WITH RESPECT TO THE MEMBERS OF THE EXECUTIVE TEAM. IT WAS LAST UNDERTAKEN IN FEBRUARY 2019. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SOME OF DDPA'S 501(C)(4) MEMBER COMPANIES ARE AFFILIATED WITH EACH OTHER. THE FOLLOWING DDPA DIRECTORS ARE CO-DIRECTORS AND/OR CO-OFFICERS OF ORGANIZATION(S) DIRECTLY OR INDIRECTLY AFFILIATED WITH EACH SUCH DDPA DIRECTOR'S RESPECTIVE 501(C)(4) MEMBER COMPANY: 1. LAURA CZELADA., M.S., PHILIP A. WENK, D.D.S., ED CHOATE, AND JUDE THOMPSON 2. JAMES D. DWYER, FRANK LUCIA, AND DENNY PETERSON 3. ANTHONY BARTH AND BELINDA MARTINEZ 4. ANTHONY BARTH, BELINDA MARTINEZ, AND MARIANNE ORTIZ |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS TWO CLASSES OF MEMBERS - ACTIVE AND AFFILIATE. THE ACTIVE MEMBERS ARE DENTAL SERVICE CORPORATIONS ACTIVELY ENGAGED IN ADMINISTERING A PREPAYMENT PROGRAM OR PROGRAMS. THE TERM "DENTAL SERVICES CORPORATION" MEANS ANY NOT-FOR-PROFIT CORPORATION ORGANIZED PRINCIPALLY TO PROVIDE DENTAL HEALTH CARE SERVICES BY MEANS OF CONTRACTS WITH DENTISTS. THE AFFILIATE MEMBERS ARE ANY NOT-FOR-PROFIT DENTAL CARE COMPANIES LOCATED OUTSIDE THE UNITED STATES, AND ANY FOR-PROFIT CORPORATION WHICH DESIRES TO COOPERATE WITH THE CORPORATION OR ITS MEMBERS OR AFFILIATES IN PROVIDING DENTAL PREPAYMENT PROGRAMS TO THE PUBLIC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS TWO CLASSES OF MEMBERSHIP - ACTIVE AND AFFILIATE. ANY DENTAL SERVICE CORPORATION THAT IS ACTIVELY ENGAGED IN ADMINISTERING A PREPAYMENT PROGRAM OR PROGRAMS IS ELIGIBLE FOR ACTIVE MEMBERSHIP. THE TERM "DENTAL SERVICES CORPORATION" MEANS ANY NOT-FOR-PROFIT CORPORATION ORGANIZED PRINCIPALLY TO PROVIDE DENTAL HEALTH CARE SERVICES BY MEANS OF CONTRACTS WITH DENTISTS. TO BE ELIGIBLE FOR AFFILIATE MEMBERSHIP, AN ORGANIZATION MUST BE (I) A NOT-FOR-PROFIT DENTAL CARE COMPANY THAT IS LOCATED OUTSIDE THE UNITED STATES, ITS TERRITORIES AND POSSESSIONS; OR (II) A CORPORATION, WHICH MAY BE A FOR-PROFIT CORPORATION (AND INCLUDING ANY ENTITY LOCATED OUTSIDE THE UNITED STATES, ITS TERRITORIES AND POSSESSIONS), WHICH DESIRES TO COOPERATE WITH THE ORGANIZATION AND/OR ITS AFFILIATES IN PROVIDING DENTAL PREPAYMENT PROGRAMS TO THE PUBLIC. AN ORGANIZATION WISHING TO BECOME A MEMBER MUST APPLY AND BE APPROVED FOR MEMBERSHIP. MEMBERS MAINTAIN THEIR MEMBER STATUS BY PAYING ANNUAL DUES AND ASSESSMENTS AND COMPLYING WITH THE ORGANIZATION'S MEMBERSHIP STANDARDS AND OTHER REQUIREMENTS. THE MEMBERS HAVE THE POWER (A) TO APPROVE AMENDMENTS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION, BYLAWS AND THE MEMBERSHIP STANDARDS PORTION OF THE MEMBERSHIP STANDARDS AND GUIDELINES ADOPTED BY THE MEMBERS, (B) TO SET AND REVISE ANNUAL DUES, AND (C) TO ELECT AND REMOVE THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | AMENDMENTS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS ARE INITIATED BY THE BOARD OF DIRECTORS BUT REQUIRE APPROVAL OF THE MEMBERS TO BE EFFECTIVE. PLEASE SEE THE RESPONSE TO PART VI QUESTION 7A FOR MORE INFORMATION ABOUT THE CLASS OR CLASSES OF MEMBERS AND THE NATURE OF THEIR VOTING RIGHTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION FOLLOWS A WRITTEN POLICY THAT IS DESIGNED TO ENSURE APPROPRIATE OVERSIGHT AND REVIEW OF THE FORM 990. AN INTERNAL WORKING GROUP INCLUDING THE ORGANIZATION'S CEO & PRESIDENT, VP STRATEGIC DEVELOPMENT & FINANCE, CONTROLLER, LEGAL COUNSEL AND OTHERS, HELP COMPILE AN INITIAL DRAFT FORM 990. ONCE A COMPLETE DRAFT IS DEVELOPED AND REVIEWED BY THE WORKING GROUP, THE DRAFT (WITH ALL ATTACHMENTS) IS SUBMITTED TO THE ORGANIZATION'S AUDIT & FINANCE COMMITTEE FOR ITS REVIEW. THE AUDIT AND FINANCE COMMITTEE IS COMPRISED OF THE ORGANIZATION'S SECRETARY/TREASURER, THE SECRETARY/TREASURER OF A RELATED ORGANIZATION (TYPICALLY, THIS INDIVIDUAL IS ALSO A DIRECTOR OF THE ORGANIZATION), AND THREE TO FIVE OTHER DIRECTORS OF THE ORGANIZATION. THE ORGANIZATION'S CEO, VP STRATEGIC DEVELOPMENT & FINANCE, AND CONTROLLER ALSO ATTEND AND PARTICIPATE IN THE MEETING OF THE AUDIT AND FINANCE COMMITTEE AT WHICH THE FORM 990 IS REVIEWED AND FINALIZED. THIS AUDIT & FINANCE COMMITTEE COMPLETED ITS REVIEW IN SEPTEMBER 2019, PRIOR TO THE FILING OF THE FORM 990. THE FINAL FORM 990, TOGETHER WITH ALL ATTACHMENTS, WAS THEN POSTED ON THE ORGANIZATION'S BOARD PORTAL FOR THE FULL BOARD OF DIRECTORS TO REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S WRITTEN CONFLICT OF INTEREST POLICY COVERS ANY DIRECTOR, OFFICER OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS. THE POLICY ALSO COVERS EACH OF THE ORGANIZATION'S CURRENT KEY EMPLOYEES. IT REQUIRES DISCLOSURE OF ALL MATERIAL FACTS REGARDING ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ON AN ONGOING BASIS. DISCLOSURE IS MADE TO THE BOARD OR COMMITTEE CONSIDERING THE PROPOSED TRANSACTION. THE BOARD OR COMMITTEE DETERMINES BY A MAJORITY OF ITS DISINTERESTED BOARD OR COMMITTEE MEMBERS WHETHER A CONFLICT OF INTEREST EXISTS. THE CHAIRPERSON MAY APPOINT A COMMITTEE OF DISINTERESTED PERSONS TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. THE BOARD OR COMMITTEE DETERMINES WHETHER THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT AND, IF NOT, WHETHER IT IS IN THE ORGANIZATION'S BEST INTERESTS TO GO FORWARD WITH THE TRANSACTION. ANY CONFLICT ISSUES THAT ARISE DURING THE COURSE OF A BOARD OR COMMITTEE MEETING THAT CANNOT BE RESOLVED ARE REFERRED TO THE GOVERNANCE COMMITTEE. EACH PERSON SUBJECT TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS REQUIRED PER THE ORGANIZATION'S BYLAWS TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURES FORM AND HAS A CONTINUING DUTY TO UPDATE IT. CONFLICT OF INTEREST DISCLOSURE STATEMENTS AND AMENDMENTS ARE REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE IN CONJUNCTION WITH LEGAL COUNSEL AND A REPORT OF THE DISCLOSED INTERESTS IS MADE TO THE ORGANIZATION'S BOARD. THE BOARD'S CONFLICT OF INTEREST POLICY AND ITS EFFECTIVENESS IS REVIEWED AT LEAST ANNUALLY BY THE GOVERNANCE COMMITTEE AND ANY RECOMMENDED CHANGES ARE PRESENTED TO THE BOARD. IF A PERSON FAILS TO FILE THE ANNUAL DISCLOSURE STATEMENT AND ANNUAL CERTIFICATION, THAT PERSON MAY BE PROHIBITED FROM ATTENDING AND PARTICIPATING IN MEETINGS UNTIL IT IS FILED. IF THE BOARD OR COMMITTEE HAS REASON TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE, IT INVESTIGATES THE MATTER. IF IT IS DETERMINED THAT A PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT, THE BOARD MAY TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, WHICH MAY INCLUDE PURSUING REMOVAL OF A DIRECTOR. RECORDS OF ALL DELIBERATIONS AND DECISIONS REGARDING ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE KEPT. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION ARRANGEMENTS FOR THE CEO AND OTHER DISQUALIFIED PERSONS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF OUR BOARD OF DIRECTORS. THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE ANY CONFLICTS OF INTEREST AS TO THE ARRANGEMENTS BEING REVIEWED. THE COMMITTEE REVIEWS AND RELIES UPON COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, AND ON THE CONSULTANT'S EXPERT RECOMMENDATIONS. DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED. THIS PROCESS IS UNDERTAKEN ANNUALLY WITH RESPECT TO THE CEO AND ALL OTHER DISQUALIFIED PERSONS. IT WAS LAST UNDERTAKEN IN FEBRUARY 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION MAY BE OBTAINED BY THE PUBLIC BY ORDERING THEM FROM THE ILLINOIS SECRETARY OF STATE. THE BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE TO ALL MEMBER COMPANIES BUT NOT OTHERWISE PUBLICLY AVAILABLE. |
| FORM 990, PART VI, LINE 1A: | THE EXECUTIVE & COMPENSATION COMMITTEE MAKES DECISIONS ON SPECIFIC MATTERS THAT MAY BE DELEGATED TO IT, AND ADDRESSES EMERGENCY OR TIME-SENSITIVE MATTERS THAT ARISE BETWEEN MEETINGS OF THE FULL BOARD. IT ALSO OVERSEES THE DEVELOPMENT AND IMPLEMENTATION OF THE ORGANIZATION'S STRATEGIC PLAN AND SERVES AS THE ORGANIZATION'S COMPENSATION COMMITTEE. THE COMMITTEE CONSISTS OF DIRECTORS OF THE ORGANIZATION. ALL ACTIONS TAKEN BY THE COMMITTEE MUST BE REPORTED TO THE BOARD AT THE NEXT MEETING OF THE BOARD OR WITHIN THIRTY (30) CALENDAR DAYS, WHICHEVER OCCURS FIRST. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATIONS, AND FOR SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELTA DENTAL PLANS ASSOCIATION (DELTA PAC) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 W 22ND STREET SUITE 450 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362551984 | EIN |
| Primary Activities | POLITICAL ACTION COMMITTEE | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 527 | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELTA USA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 W 22ND STREET SUITE 450 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362982865 | EIN |
| Primary Activities | MANAGEMENT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $7,355,772 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $7,700,967 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DELTA USA | ||
| N | $1,812,895 | PERCENTAGE ALLOCATION |
| DELTA USA | ||
| O | $3,067,896 | PERCENTAGE ALLOCATION |
| DELTA USA | ||
| P | $146,424 | PERCENTAGE ALLOCATION |