DELTA DENTAL OF IOWA Charity Report

Public IRS 990 nonprofit record

DELTA DENTAL OF IOWA

EIN 42-0959302 · Health Care (E)

What they do

DELTA DENTAL of IOWAS MISSION is to IMPROVE THE HEALTH and SMILES of THE PEOPLE WE SERVE. THE PRIMARY WAY THIS is ACCOMPLISHED is THROUGH THE PROVISION of DENTAL BENEFTIS and PUBLIC HEALTH CONTRIBUTIONS THAT FOCUS ON ACCESS to ORAL HEALTH SERVICES and EDUCATION RELATED to GOOD ORAL HEALTH BEHAVIORS. DELTA DENTAL of IOWA ALSO INVESTS IN OTHER HEALTH RELATED INITIATIVES SUCH AS VISION and MENTAL HEALTH PROGRAMS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $94.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

91.53%of revenue went to mission work94.8% of expenses · Program services

$96.57spent for every $100 of revenueRevenue covered expenses this year.

5.05%of revenue went to management and office costs5.2% of expenses

$0.71in assets for every $1 spent this yearSome assets cannot be spent right away.

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Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $828,311 for APRIL SCHMALTZ (PRESIDENT AND CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$261,995,246

Mission workProgram services$239,792,25291.53% of revenue94.8% of expenses

ManagementOffice and general costs$13,221,0785.05% of revenue5.2% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$8,981,9163.43% of revenueShown in gray on the chart

Total expenses$253,013,33096.57% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 94.8% mission · 5.2% management · 0.0% fundraisingTotal expenses: 96.57% of revenue

2023Expense mix: 95.3% mission · 4.7% management · 0.0% fundraisingTotal expenses: 94.96% of revenue

2022Expense mix: 95.0% mission · 5.0% management · 0.0% fundraisingTotal expenses: 95.36% of revenue

2021Expense mix: 94.8% mission · 5.2% management · 0.0% fundraisingTotal expenses: 93.79% of revenue

2020Expense mix: 94.1% mission · 5.9% management · 0.0% fundraisingTotal expenses: 96.09% of revenue

2019Expense mix: 94.8% mission · 5.2% management · 0.0% fundraisingTotal expenses: 97.45% of revenue

2018Expense mix: 95.6% mission · 4.4% management · 0.0% fundraisingTotal expenses: 98.12% of revenue

2017Expense mix: 95.3% mission · 4.7% management · 0.0% fundraisingTotal expenses: 98.15% of revenue

Money in and money out

Revenue$261,995,246

Expenses$253,013,330

Annual surplus $8,981,916 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$239,792,252 · 94.8% of expenses

Management and office costs$13,221,078 · 5.2% of expenses

See all reported dollar amounts

Revenue$261,995,246

Expenses$253,013,330

Assets$180,246,097

Income$270,781,378

Mission work (program services)$239,792,252

Grants given$44,224,614

Average grant$545,983

Management and general$13,221,078

Stocks and bonds$97,394,735

Accounting fees$245,705

Investing fees$234,114

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

APRIL SCHMALTZPRESIDENT AND CEO · 40 hrs/week $828,311Base $798,793 · Other $29,518

TODD HERRENCHIEF OPERATIONS OFFICER · 40 hrs/week $667,047Base $616,339 · Other $50,708

JEFF CHAFFIN DDSCHIEF DENTAL OFFICER · 40 hrs/week $531,933Base $503,159 · Other $28,774

GRETCHEN HAGEMANVP, GOVERNMENT PROGRAMS · 40 hrs/week $465,564Base $436,046 · Other $29,518

SHERRY PERKINSSENIOR VICE PRESIDENT, FINANCE · 40 hrs/week $443,675Base $414,157 · Other $29,518

SUZANNE HECKENLAIBLEVP, PUBLIC AFFAIRS · 30 hrs/week $443,630Base $381,611 · Other $62,019

MICHAEL ELAMVP, UNDERWRITING & ACTUARIAL · 40 hrs/week $441,418Base $391,104 · Other $50,314

CORY BAUERDIRECTOR, SALES & CUSTOMER RELATIONS · 40 hrs/week $271,353Base $249,889 · Other $21,464

TOM WALTONDIRECTOR, LEGAL & GENERAL COUNSEL · 40 hrs/week $257,472Base $214,593 · Other $42,879

RANAE CALVERTDIRECTOR, STRATEGIC BUSINESS · 40 hrs/week $256,915Base $205,061 · Other $51,854

JILL GOEHRING-FEILMEIRDIRECTOR, COMMUNICATIONS · 40 hrs/week $248,504Base $206,991 · Other $41,513

TAMMIE BAUGEDIRECTOR, TECHNOLOGY · 40 hrs/week $240,593Base $220,669 · Other $19,924

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

APRIL SCHMALTZPRESIDENT AND CEO

TODD HERRENCHIEF OPERATIONS OFFICER

JEFF CHAFFIN DDSCHIEF DENTAL OFFICER

GRETCHEN HAGEMANVP, GOVERNMENT PROGRAMS

SHERRY PERKINSSENIOR VICE PRESIDENT, FINANCE

SUZANNE HECKENLAIBLEVP, PUBLIC AFFAIRS

MICHAEL ELAMVP, UNDERWRITING & ACTUARIAL

CORY BAUERDIRECTOR, SALES & CUSTOMER RELATIONS

TOM WALTONDIRECTOR, LEGAL & GENERAL COUNSEL

RANAE CALVERTDIRECTOR, STRATEGIC BUSINESS

JILL GOEHRING-FEILMEIRDIRECTOR, COMMUNICATIONS

TAMMIE BAUGEDIRECTOR, TECHNOLOGY

ERICA BOLIVERVP HUMAN RESOURCES

JAKE ANONSONSENIOR VP STRATEGIC PARTNERSHIPS

ROWENA CROSBIEDIRECTOR, BOARD CHAIR

TOM MAHONEYDIRECTOR

DONNA GRANT DDSDIRECTOR, VICE CHAIR

LIBBY JACOBSDIRECTOR

GREGORY DUNNDIRECTOR

MARIA FULLERDIRECTOR

JEFF CHUNGATHDIRECTOR

NATHAN HEHR DDSDIRECTOR

About this charity

Recognized since: January 1972
Location: 9000 NORTHPARK DR, JOHNSTON, IA 50131-4817
County: Polk
In care of: SHERRY PERKINS
Primary officer: SHERRY PERKINS, SENIOR VICE PRESIDENT FINANCE

How to reach them

WebsiteVisit the charity’s website Phone(515) 261-5500

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CREATIVE PLANNING TAX LLC
NTEE classification: Health Care (E)
IRS tax category: Health Care
Grant-giving organization: Yes