2024-11-14T15:47:12-06:00 2023-12-31 420714325 RSM US LLP 4622 PENNSYLVANIA AVE STE 1100 KANSAS CITY MO 64112 990 2023-01-01 274417052 DELTA DENTAL OF OKLAHOMA FOUNDATION DELT 4056072100 PO BOX 54709 OKLAHOMA CITY OK 731541709 ASHLEY ALBRIGHT CFO 4056072100 2024-11-12 1 0 KEVIN ENSMINGER P01310558 8167533000 2024-11-12 2023 2024-10-15 13:58:12Z ASHLEY ALBRIGHT PO BOX 54709 OKLAHOMA CITY OK 731541709 8300189 0 X WWW.DDOKFOUNDATION.ORG X 2010 OK TO FACILITATE DENTAL HEALTH AND EDUCATION IN THE STATE OF OKLAHOMA BY FUNDING PROGRAMS AND SERVICES THAT PROMOTE ORAL HEALTH. 9 3 6 0 0 0 1007471 8300000 0 0 89 189 0 0 1007560 8300189 1848666 2056385 0 0 370117 578999 0 0 0 274971 283976 2493754 2919360 -1486194 5380829 2264482 7315162 359686 29537 1904796 7285625 IMPROVE THE ORAL HEALTH OF ALL OKLAHOMANS BY INCREASING ACCESS TO DENTAL CARE, FUNDING ORAL HEALTH EDUCATION AND SUPPORTING ORGANIZATIONS WHO SERVE VITAL ORAL HEALTH NEEDS IN OUR COMMUNITIES. 0 0 2597108 2056385 PROVIDING GRANTS TO NUMEROUS FREE AND LOW-COST INNER-CITY AND RURAL DENTAL CLINICS AND SERVICES TO HELP PROVIDE VITAL CARE TO THOSE LESS FORTUNATE. 2597108 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 25 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 3 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X ASHLEY ALBRIGHT 4056072100 16 NW 63RD ST OKLAHOMA CITY OK 73116 DR ANDREW MINNIGH CHAIRMAN 1.00 1.00 X X 0 121727 0 DR TOMMY MAYHUE TREASURER/SECRETARY 1.00 1.00 X X 0 6600 0 GEAN ATKINSON BOARD MEMBER 1.00 1.00 X 0 5800 0 DR ROSS ALLEN BOARD MEMBER 1.00 1.00 X 0 68500 0 DR STEVE BERKLACY BOARD MEMBER 1.00 1.00 X 0 141563 0 SANDY P BJORNSON BOARD MEMBER (THRU 5/2023) 1.00 1.00 X 0 3617 0 DR DEBORAH CORWIN BOARD MEMBER 1.00 1.00 X 0 11221 0 DR LYMAN COLIN FOSTER BOARD MEMBER 1.00 1.00 X 0 4600 0 DAVID GREENWELL BOARD MEMBER 1.00 1.00 X 0 5600 0 BRAD HOGAN BOARD MEMBER 1.00 1.00 X 0 6200 0 DR MICHAEL HOWL BOARD MEMBER 1.00 1.00 X 0 82232 0 DR JEREMY JOHNSON BOARD MEMBER 1.00 1.00 X 0 70789 0 JOY SWANSON LABAR BOARD MEMBER 1.00 1.00 X 0 6600 0 WILLIAM CARLISLE MABREY IV BOARD MEMBER 1.00 1.00 X 0 7400 0 MICHAEL MCCULLOUGH BOARD MEMBER 1.00 1.00 X 0 6200 0 DR MICHAEL MCLEOD BOARD MEMBER 1.00 1.00 X 0 23801 0 MIKE MEANS BOARD MEMBER 1.00 1.00 X 0 6200 0 DANNY RAMSEY BOARD MEMBER 1.00 1.00 X 0 10170 0 KATHY SNYDER BOARD MEMBER 1.00 1.00 X 0 6600 0 JOHN GLADDEN PRESIDENT AND CEO AND VICE CHAIR 1.00 40.00 X X 0 1130461 64124 TERRISA SINGLETON EXECUTIVE DIRECTOR 40.00 0.00 X 109467 0 28075 TANIA FOSS CHIEF OPERATING & PRIVACY OFFICER 1.00 40.00 X 0 357101 114667 DAVID JONES CHIEF INFORMATION & SECURITY OFFICER 1.00 40.00 X 0 316302 107987 LAN MILLER CHIEF SALES OFFICER 1.00 40.00 X 0 264983 95808 ASHLEY ALBRIGHT CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 340825 111281 109467 3005092 521942 1 0 1 0 0 8300000 8300000 189 189 8300189 0 0 189 2056385 2056385 137542 137542 315532 233479 82053 23763 21608 2155 71171 48142 23029 30991 17931 13060 675 675 51204 48433 2771 38877 35731 3146 109758 103866 5892 23880 8618 15262 29670 18694 10976 14115 1148 12967 10633 10633 DENTAL PROGRAM EXPENSE 3073 3073 OTHER EXPENSES 2091 2091 2919360 2597108 322252 0 1867441 1837324 340000 5382750 6457 55138 79871 39921 50584 39950 2264482 7315162 359686 29537 359686 29537 X 1904796 7285625 1904796 7285625 2264482 7315162 5380829 0 X 0 1 X 1 0 X X 1 DELTA DENTAL PLAN OF OKLAHOMA 237322578 10 0 0 0 1 0 0 1 1 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 1 1 PART IV, SECTION A, LINE 2: THE FOUNDATION'S SUPPORTED ORGANIZATION, DDPOK, HAS AN IRS DETERMINATION OF STATUS AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(4). DDPOK HAS DETERMINED THAT IT WOULD BE DESCRIBED IN SECTION 509(A)(2) IF IT WERE AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). PART IV, SECTION A, LINE 3B: SEE DISCLOSURE FOR SCHEDULE A, PART IV, SECTION A, LINE 2. PART IV, SECTION A, LINE 3C: ALL OF THE DIRECTORS OF THE FOUNDATION CONSIST OF PERSONS SERVING ON THE BOARD OF DIRECTORS OF DDPOK. AS DIRECTORS AND OFFICERS OF THE SUPPORTED ORGANIZATION, THE INDIVIDUALS WHO COMPRISE THE BOARD OF DIRECTORS OF THE SUPPORTING ORGANIZATION ALSO SHARE RESPONSIBILITY IN THE MANAGEMENT, SUPERVISION, AND INTERNAL CONTROLS OF THE FOUNDATION TO ENSURE THAT ALL SUPPORT TO EXTERNAL SUPPORTED ORGANIZATIONS IS USED EXCLUSIVELY FOR SECTION 170(2)(B) PURPOSES PART IV, SECTION A, LINE 6: THE FOUNDATION CARRIES OUT GRANT-MAKING ACTIVITIES AND PERFORMING INTERNAL INITIATIVES TO FURTHER DENTAL HEALTH AND EDUCATION PROGRAMS IN OKLAHOMA AT THE DIRECTION OF DDPOK MANAGEMENT AND BOARD OF DIRECTORS. ALL OF THE BOARD OF DIRECTORS OF THE FOUNDATION ALSO SERVE AS DDPOK BOARD DIRECTORS. AS SUCH, DDPOK MAINTAINS RESPONSIBILITY FOR MANAGING, SUPERVISING, AND CONTROLLING ITS SUPPORTING ORGANIZATION, TO ENSURE THE ACTIVITIES OF THE FOUNDATION ARE CONSISTENT WITH ITS CHARITABLE MISSION. THESE GRANTEES, LISTED ON SCHEDULE I, ARE PUBLIC CHARITIES OR PUBLIC HIGHER EDUCATION INSTITUTIONS THAT CONDUCT DENTAL HEALTH OR EDUCATION PROGRAMS IN OKLAHOMA. THESE ORGANIZATIONS APPLY FOR GRANT AWARDS THROUGH AN ANNUAL PROCESS, SUBJECT TO APPROVAL BY FOUNDATION AND DDPOK MANAGEMENT AND GOVERNANCE. AS A RESULT, THESE OTHER SUPPORTED ORGANIZATIONS ARE NOT EXPLICITLY LISTED IN THE FOUNDATION'S GOVERNING DOCUMENTS. PART IV, SECTION A, LINE 9A: THE FOUNDATION'S SUPPORTED ORGANIZATION, DDPOK, HAS AN IRS DETERMINATION OF STATUS AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(4). DDPOK HAS DETERMINED THAT IT WOULD BE DESCRIBED IN SECTION 509(A)(2) IF IT WERE AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). PART IV, SECTION B, LINE 2: THE FOUNDATION IS SUPERVISED AND CONTROLLED BY ITS SUPPORTED ORGANIZATION, DDPOK, WHICH IS COMMITTED TO IMPROVING ORAL HEALTH IN OKLAHOMA. DDPOK DIRECTS THE FOUNDATION TO SUPPORT SECTION 501(C)(3) PUBLIC CHARITIES THROUGHOUT OKLAHOMA, AS IDENTIFIED IN SCHEDULE A, PART I, TO FURTHER ITS MISSION OF FUNDING DENTAL HEALTH AND EDUCATION PROGRAMS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 79871 39921 39950 39950 X PART X, LINE 2: WITH THE EXCEPTION OF DELTA DENTAL PRACTICE SUPPORT (DPS), DELTA DENTAL PLAN OF OKLAHOMA (THE PLAN) IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE AND SECTION 501(C)(3) FOR THE RELATED FOUNDATION, AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. NET INCOME GENERATED BY DPS WILL BE TAXABLE WHEN IT OCCURS. SINCE INCEPTION, DPS'S OPERATIONS HAVE BEEN MINIMAL AND NO TAX IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. 1 AMERICA'S TOOTHFAIRY NATIONAL CHILDREN'S ORAL HEALTH FOUNDATION 4108 PARK RD STE 300 CHARLOTTE NC 28209 203921574 501C3 11000 0 EDUCATIONAL CATHOLIC CHARITIES DIOCESE OF TULSA 2450 N HARVARD AVE TULSA OK 74115 731171950 501C3 130000 0 DENTAL CARE PROGRAM COMPASSION OUTREACH CENTER INC 1124 CRADDUCK ROAD ADA OK 74820 900148536 501C3 50000 0 DENTAL CARE PROGRAM CROSSINGS COMMUNITY CLINIC 10255 N PENNSYLVANIA AVE OKLAHOMA CITY OK 73120 861115863 501C3 186500 0 DENTAL CARE PROGRAM D-DENT 3000 UNITED FOUNDERS BLVD STE 122 OKLAHOMA CITY OK 73112 731325324 501C3 150000 0 EDUCATIONAL DENTAL LIFELINE NETWORK 1800 15TH ST STE 100 DENVER CO 80202 846129064 501C3 15000 0 DENTAL CARE PROGRAM EASTERN OKLAHOMA DONATED DENTAL SERVICES 9810 E 42ND ST STE 210 TULSA OK 74146 412103655 501C3 140000 0 DENTAL CARE PROGRAM HEALTHCORPS INC PO BOX 371 NEW YORK NY 10276 261269358 501C3 10000 0 EDUCATIONAL HEARTS THAT CARE VOLUNTEER HEALTH CLINIC 304 SW A AVE LAWTON OK 73501 208373475 501C3 10000 0 DENTAL CARE PROGRAM HNC LIVING FOUNDATION 8100 NEWTON ST STE 100 OVERLAND PARK KS 66204 464214254 501C3 50000 0 DENTAL CARE PROGRAM MINISTRIES OF JESUS INC 1100 E I-35 SERVICE ROAD EDMOND OK 73034 731622804 501C3 61000 0 DENTAL CARE PROGRAM MORTON COMPREHENSIVE HEALTH SERVICE 1334 N LANSING AVE TULSA OK 74106 731177858 501C3 16000 0 DENTAL CARE PROGRAM NEIGHBORHOOD SERVICES ORGANIZATION 431 SW 11TH ST OKLAHOMA CITY OK 73109 730785944 501C3 135000 0 DENTAL CARE PROGRAM NWOSU FOUNDATION INC 709 OKLAHOMA BLVD ALVA OK 73717 730947945 501C3 25000 0 EDUCATIONAL OKLAHOMA DENTAL FOUNDATION 317 NE 13TH ST OKLAHOMA CITY OK 73104 730678114 501C3 100000 0 DENTAL CARE PROGRAM PANHANDLE STATE FOUNDATION PO BOX 430 GOODWELL OK 73939 731019001 501C3 25000 0 EDUCATIONAL REMERGE OF OK COUNTY INC PO BOX 2845 OKLAHOMA CITY OK 73101 464504748 501C3 17500 0 DENTAL CARE PROGRAM ROGERS STATE UNIVERSITY FOUNDATION 1701 WEST WILL ROGERS BLVD CLAREMORE OK 74107 730957262 501C3 25000 0 EDUCATIONAL RURAL HEALTH NETWORK OF OKLAHOMA 1405 E KIRK ST HUGO OK 74743 462917154 501C3 60000 0 DENTAL CARE PROGRAM SMILE FOR GOOD FOUNDATION 1050 E 2ND ST STE 234 EDMOND OK 73034 843288491 501C3 10000 0 DENTAL CARE PROGRAM SOUTHERN OKLAHOMA TECHNOLOGY CENTER 2610 SAM NOBLE PARKWAY ARDMORE OK 73401 731019541 501C3 6000 0 DENTAL CARE PROGRAM STERLING ANGEL OF SMILES NONPROFIT ORGANIZATION PO BOX 891330 OKLAHOMA CITY OK 73189 471915858 501C3 25000 0 DENTAL CARE PROGRAM TRI COUNTY TECH CENTER 6101 SE NOWATA BARTLESVILLE OK 74006 731188682 501C3 6000 0 DENTAL CARE PROGRAM UNIVERSITY OF OKLAHOMA FOUNDATION INC 100 TIMBERDELL ROAD NORMAN OK 73019 736091755 501C3 774500 0 EDUCATIONAL VARIETY CARE FOUNDATION 3000 N GRAND BLVD OKLAHOMA CITY OK 73107 731088577 501C3 15511 0 DENTAL CARE PROGRAM WATERROCK MINISTRIES INC PO BOX 22741 OKLAHOMA CITY OK 73112 451165200 501C3 10000 0 DENTAL CARE PROGRAM 26 0 PART I, LINE 2: GRANTEES MUST MEET FOUR ELIGIBILITY REQUIREMENTS IN ORDER TO BE AWARDED A GRANT. FIRST, THE ORGANIZATION SEEKING THE GRANT MUST BE A 501(C)(3) NONPROFIT ORGANIZATION WITH PUBLIC CHARITY STATUS, AN EDUCATIONAL INSTITUTION, A GOVERNMENT AGENCY, OR A FAITH-BASED ORGANIZATION THAT SERVES ALL MEMBERS OF THE COMMUNITY REGARDLESS OF RELIGIOUS BELIEF. WE DO NOT AWARD GRANTS TO INDIVIDUALS. SECOND, THE PROGRAM, PROJECT OR INITIATIVE BEING FUNDED MUST BE DENTAL HEALTH OR EDUCATION RELATED. THIRD, THE PROGRAM CANNOT DISCRIMINATE ON THE BASIS OF RACE, ETHNICITY, NATIONAL ORIGIN, OR RELIGION. FOURTH, THE PROGRAM MUST SERVE OKLAHOMANS. THE ORGANIZATION MONITORS TO ENSURE THAT THE CHARITABLE PURPOSES ARE SATISFIED AND REQUIRES DETAILED SUPPORTING DOCUMENTATION FROM THE RECIPIENT ORGANIZATION TO CONFIRM USE AND VALUE OF SERVICES RENDERED. 0 1 0 0 0 0 0 0 0 JOHN GLADDEN PRESIDENT AND CEO AND VICE CHAIR 0 740325 0 107527 0 282609 0 41250 0 22874 0 1194585 0 0 TANIA FOSS CHIEF OPERATING & PRIVACY OFFICER 0 291045 0 43815 0 22241 0 82878 0 31789 0 471768 0 0 ASHLEY ALBRIGHT CHIEF FINANCIAL OFFICER 0 294402 0 41831 0 4592 0 80302 0 30979 0 452106 0 0 DAVID JONES CHIEF INFORMATION & SECURITY OFFICER 0 269692 0 39955 0 6655 0 78308 0 29679 0 424289 0 0 LAN MILLER CHIEF SALES OFFICER 0 216089 0 31877 0 17017 0 64972 0 30836 0 360791 0 0 PART I, LINE 3 COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR WAS ESTABLISHED BY DELTA DENTAL PLAN OF OKLAHOMA (DDPOK), A RELATED ORGANIZATION. DDPOK USED THE FOLLOWING TO ESTABLISH THE EXECUTIVE DIRECTOR'S COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT (2) COMPENSATION SURVEY OR STUDY PART I, LINE 4B THE ORGANIZATION PROVIDES A SUPPLEMENTAL RETIREMENT PLAN FOR CERTAIN EXECUTIVES. THE FOLLOWING INDIVIDUALS PARTICIPATE IN THE PLAN AND RECEIVED CURRENT YEAR CONTRIBUTIONS AS FOLLOWS: JOHN GLADDEN $184,001 (VESTED) TANIA FOSS $42,037 DAVID JONES $37,601 LAN MILLER $30,784 ASHLEY ALBRIGHT $39,227 FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S BOARD OF TRUSTEES IS APPOINTED BY THE DELTA DENTAL OF OKLAHOMA BOARD OF DIRECTORS. THE TRUSTEES SERVE FOR A TERM OF THREE YEARS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE RETURN IS MADE AVAILABLE TO THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY HAVING MEMBERS SIGN AN AGREEMENT AND DISCLOSING ANY BUSINESS RELATIONSHIPS WHICH CONFLICT WITH THEIR DUTIES OF DELTA DENTAL OF OKLAHOMA ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 DDOK HIRED AND RETAINS KORN FERRY AS A CONSULTANT. THEY EVALUATE THE JOB DESCRIPTIONS OF DDOK AND DDOKF EMPLOYEES AND COMPARE IT TO MARKET ANALYSIS DATA TO DETERMINE COMPENSATION LEVELS. THIS ANALYSIS IS PRESENTED TO THE DDOK FINANCE AND AUDIT COMMITTEE FOR REVIEW AND APPROVAL. DDOK AND DDOKF UTILIZE THE SAME COMPENSATION METHODOLOGY. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. DELTA DENTAL PLAN OF OKLAHOMA PO BOX 54709 OKLAHOMA CITY OK 73116 237322578 DENTAL CARE OK 501(C)(4) N/A N/A 0 DELTA DENTAL OF OK DENTAL PRACTICE SUPPORT INC PO BOX 54709 OKLAHOMA CITY OK 73154 461958347 SUPPORT SERVICES OK N/A C 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0