2025-11-13T07:52:55-06:00 2024-12-31 540504608 BROWN EDWARDS & COMPANY LLP 3906 ELECTRIC ROAD ROANOKE VA 24018 990 2024-01-01 453230862 DELTA DENTAL OF VIRGINIA FOUNDATION DELT 5409898000 5415 AIRPORT ROAD ROANOKE VA 240121303 FRANK L LUCIA PRESIDENT & CEO 5409898000 2025-11-10 1 0 PATRICK PITTMAN P00587461 5403450936 2025-11-10 2024 2025-03-06 01:10:19Z FRANK L LUCIA 5415 AIRPORT ROAD ROANOKE VA 240121303 1991666 0 X WWW.DELTADENTALVA.COM/FOUNDATION.HTML X 2011 VA IMPROVE THE PUBLIC'S ORAL HEALTH IN THE COMMONWEALTH OF VIRGINIA. 5 4 0 0 0 0 2010694 1991666 0 0 0 0 0 0 2010694 1991666 1637466 1565331 0 0 0 0 0 0 0 372680 424545 2010146 1989876 548 1790 1050886 521140 1024812 493276 26074 27864 THE FOUNDATION WORKS TO IMPROVE THE ORAL HEALTH OF ALL VIRGINIANS THROUGH FINANCIAL SUPPORT OF RESEARCH AND EDUCATION INITIATIVES AND PROGRAMS THAT PROVIDE ACCESS TO CARE FOR THE UNDERSERVED. 0 0 1567826 1565331 PROMOTION OF ORAL HEALTH CARE THROUGH EDUCATION, RESEARCH AND INCREASED ACCESS TO ORAL HEALTH CARE IN THE COMMONWEALTH OF VIRGINIA. 1567826 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X R JAMES BARKER 5409898000 5415 AIRPORT ROAD ROANOKE VA 24012 MS JACQUELYN E STONE DIRECTOR 1.00 2.00 X 0 28875 0 DR A CAROLE PRATT DIRECTOR 1.00 3.00 X 0 32383 0 DR MCKINLEY L PRICE DIRECTOR 1.00 4.00 X 0 34625 0 MR JAN S SESSOR DIRECTOR 1.00 3.00 X 0 31500 0 MR FRANK L LUCIA PRESIDENT & CEO 1.00 41.00 X X 0 2005346 100417 0 2132729 100417 0 0 1 0 0 1991491 175 1991666 1991666 0 0 0 1329622 1329622 235709 235709 320267 320267 4170 4170 63395 2495 60900 568 568 12004 12004 11557 11557 10234 10234 2350 2350 1989876 1567826 422050 0 972175 445286 75130 74812 3581 1042 1050886 521140 1014550 491918 10262 1358 1024812 493276 X 26074 27864 26074 27864 1050886 521140 1790 0 X X 0 1 X 1 0 X X 1 DELTA DENTAL OF VIRGINIA 540844477 10 1 1991491 0 1 1991491 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, LINE 3B DELTA DENTAL OF VIRGINIA FOUNDATION ANNUALLY REQUESTS FROM DELTA DENTAL OF VIRGINIA A PRO FORMA FORM 990 SCHEDULE A AND A COPY OF THE COMPANY'S SECTION 501(C)(4) DETERMINATION LETTER TO VERIFY IT MEETS THE SECTION 509(A)(2) PUBLIC SUPPORT TEST FOR ITS MOST RECENT TAX YEAR. SCHEDULE A, PART IV, LINE 3C DELTA DENTAL OF VIRGINIA FOUNDATION HAS PROCEDURES IN PLACE TO ENSURE THAT ITS SUPPORT IS USED SOLELY FOR CHARITABLE PURPOSES. THE FOUNDATION MONITORS ALL GRANT MONIES AWARDED BY REQUIRING END-OF-YEAR UPDATES DETAILING HOW THE GRANT MONIES WERE USED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTIES 1358 1358 1991666 0 1991666 0 1991666 1989876 0 1989876 0 1989876 1 BRADLEY FREE CLINIC 1240 3RD ST SW ROANOKE VA 24016 237380491 IRC 501(C)(3) 100000 0 PROVIDE STIPENDS, DENTAL SUPPLIES, HOUSING AND MEALS FOR VCU SCHOOL OF DENTISTRY STUDENTS AS WELL AS SALARY SUPPORT FOR THE DENTAL ASSISTANT AND PRECEPTOR WHO WORK WITH THE STUDENTS. ARLINGTON FREE CLINIC INC 2921 11TH STREET S ARLINGTON VA 22204 541671883 IRC 501(C)(3) 45000 0 FUND A PORTION OF A FULL-TIME DENTAL HYGIENIST. BLAND MINISTRY CLINIC 8487 S SCENIC HWY BLAND VA 24315 541556134 IRC 501(C)(3) 50000 0 FUND A PORTION OF CONSTRUCTION COSTS FOR A NEW DENTAL CLINIC CHARLOTTESVILLE FREE CLINIC 901 PRESTON AVE STE 301 CHARLOTTESVILLE VA 22903 541610405 IRC 501(C)(3) 75000 0 FUND A PORTION OF THE FULL-TIME DENTIST. CHILD HEALTH INVESTMENT PARTNERSHIP 1201 3RD ST SW ROANOKE VA 24016 541566451 IRC 501(C)(3) 35000 0 SUPPORT A BILINGUAL CARE COORDINATOR PROVIDING ORAL HEALTH EDUCATION AND DENTAL/MEDICAL CASE MANAGEMENT TO ENROLLED CHILDREN AND ADULTS THE CROSS-OVER MINISTRY INC 8600 QUIOCCASIN RD RICHMOND VA 23229 541371067 IRC 501(C)(3) 75000 0 SUPPORT A NEW PART-TIME DENTAL HYGIENIST AND HIRE A FULL-TIME BILINGUAL DENTAL ASSISTANT. FREE CLINIC OF POWHATAN INC 2320 SKAGGS RD POWHATAN VA 23139 261275136 IRC 501(C)(3) 55000 0 SUPPORT A PART-TIME DENTIST. HAMPTON ROADS ECUMENICAL LODGING & PROVISIONS INC 1320 LA SALLE AVE HAMPTON VA 23669 541209213 IRC 501(C)(3) 64000 0 EXPAND EFFORTS TO INTEGRATE 3D PRINTING TECHNOLOGY INTO CLINIC SERVICES TO MAKE AFFORDABLE DENTURES, NIGHT GUARDS AND CROWNS FOR PATIENTS. KUUMBA COMMUNITY HEALTH & WELLNESS CENTER 3716 MELROSE AVE NW ROANOKE VA 24017 541937835 IRC 501(C)(3) 75000 0 FUND A PORTION OF A FULL-TIME DENTIST. MISSION DENTAL VIRGINIA INC 616 CAMPUS DR STE 100 ABINGDON VA 24210 833820038 IRC 501(C)(3) 75000 0 HELP FUND A CAPITAL EXPANSION FOR A DENTURE LAB. NORTHERN NECK- MIDDLESEX CLINIC 51 WILLIAM B GRAHAM CT KILMARNOCK VA 22482 541679279 IRC 501(C)(3) 100000 0 RECRUIT AND PROVIDE PARTIAL SALARY SUPPORT FOR A FULL OR PART-TIME DENTIST. FAUQUIER FREE CLINIC 35 ROCK POINTE LN WARRENTON VA 20186 541669652 IRC 501(C)(3) 73000 0 SUPPORT THE SALARY OF A NEWLY HIRED PART-TIME DENTIST. MEDICAL COLLEGE OF VIRGINIA FOUNDATION 1021 E CARY ST 1100 RICHMOND VA 23219 546053660 IRC 501(C)(3) 75000 0 ADD EQUIPMENT AND FURNISHINGS TO A NEW CLINIC SPECIALLY DESIGNED TO SERVE PATIENTS WITH SPECIAL HEALTH CARE NEEDS AND TRAIN FUTURE ORAL HEALTH PRACTITIONERS ON INCLUSIVE DENTISTRY. GERMANA COMMUNITY COLLEGE 10000 GERMANNA POINT DR FREDERICKSBURG VA 22408 541268292 IRC 501(C)(3) 69020 0 SUPPORT FACULTY SALARIES AND PROVIDE SCHOLARSHIPS FOR NEW STUDENTS TO ENROLL IN DENTAL ASSISTING II PROGRAM. VIRGINIA DENTAL ASSOCIATION FOUNDATION 3460 MAYLAND CT SUITE 110 RICHMOND VA 23233 541821602 IRC 501(C)(6) 10000 0 2024 MOM PROGRAM SPONSORSHIP OLD DOMINION UNIVERSITY 4608 HAMPTON BLVD NORFOLK VA 23529 546000884 IRC 501(C)(3) 34000 0 2025 DENTAL HEALTH SUMMER VIRGINIA HEALTH CATALYST 4200 INNSLAKE DRIVE GLEN ALLEN VA 23060 274082359 IRC 501(C)(3) 73860 0 SUPPORT OF THE SCHOOL BASED ORAL HEALTH PROGRAM THE VIRGINA CHAMBER FOUNDATION 919 E MAIN ST SUITE 900 RICHMOND VA 23219 510193842 IRC 501(C)(3) 25000 0 WORKFORCE AND EDUCATION CENTER MEMBERSHIP TO LOOK AT WAYS TO INCREASE THE PIPELINE IN VIRGINIA ACROSS MULTIPLE SECTORS INCLUDING HEALTH CARE. AMERICAN NATIONAL REDCROSS 430 17TH ST NW WASHINGTON DC 20006 530196605 IRC 501(C)(3) 10000 0 ADGP PARTNERSHIP COMMONWEALTH OF VIRGINIA STATE BOARD OF HEALTH 109 GOVERNOR STREET STE 717W RICHMOND VA 23219 546001775 10000 0 ADMINISTRATION OF THE LOAN REPAYMENT PROGRAM STATE HEALTH PARTNERS LLC 301 OAK LN RICHMOND VA 23226 855217460 IRC 501(C)(3) 147500 0 SUPPORT FOR DEVELOPMENT AND IMPLEMENTATION OF A VCCS STUDY TO DETERMINE HOW TO INCREASE THE NUMBER OF DENTAL HYGENTIST SEATS IN VIRGINIA CARILION CLINIC DENTAL CARE PO BOX 12187 ROANOKE VA 24023 540506332 IRC 501(C)(3) 10666 0 CENTERS FOR INCLUSIVE DENTISTRY TRAINING AND STIPEND ROC SOLID FOUNDATION 5164 W MILITARY HWY STE 100 CHESAPEAKE VA 23321 264082283 IRC 501(C)(3) 15225 0 DONATION TO BUILD PLAYGROUND SETS FOR CHILDREN FIGHTING CANCER. 23 LOAN REPAYMENT PROGRAM FOR DENTIST AND HYGIENISTS 14 235709 PART I, LINE 2: THE FOUNDATION REQUESTS A YEAR-END UPDATE OF HOW THE GRANT FUNDS WERE USED. X 1 1 0 1 0 0 0 0 0 0 0 MR FRANK L LUCIA PRESIDENT & CEO 0 914248 0 1073362 0 17736 0 69000 0 31417 0 2105763 0 0 PART I, LINE 1B FIRST-CLASS OR CHARTER TRAVEL-WE FOLLOW ADOPTED POLICY FOR BOTH FIRST-CLASS OR CHARTER TRAVEL. IN SUMMARY, FIRST-CLASS TRAVEL IS NOT ALLOWED EXCEPT BY SPECIFIC GUIDANCE IN THE T & E POLICY (I.E. EXCEPTIONALLY LONG FLIGHT, ETC.) TRAVEL FOR COMPANIONS-WE FOLLOW ADOPTED CORPORATE TRAVEL AND ENTERTAINMENT (T&E) POLICY FOR COMPANIONS. IN SUMMARY, SPOUSAL TRAVEL IS NOT COVERED UNLESS SPECIFIC CRITERIA IS MET. PART I, LINE 4B THE PLANS WERE ESTABLISHED VIA THIS ORGANIZATION'S AND THE RELATED ORGANIZATION'S MANAGEMENT DEVELOPMENT & COMPENSATION COMMITTEE'S COMPENSATION AND BENEFIT REVIEW WHICH IS IN ACCORDANCE WITH THE PROCESS OUTLINED BY THE IRS FOR SETTING REASONABLE COMPENSATION. THESE PLANS ARE IN ACCORDANCE WITH SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS AS PER IRS SECTIONS 409(A). THERE WERE NO LUMP SUM PAYMENTS PAID FROM THIS ORGANIZATION NOR A RELATED ORGANIZATION IN 2024. FORM 990, PART VI, SECTION A, LINE 4 SINCE THE PRIOR FORM 990 FILING, THE CORPORATION AMENDED AND RESTATED THEIR ARTICLES OF INCORPORATION AND BYLAWS TO INCLUDE TWO CHANGES. THE FIRST CHANGE WAS TO PARAGRAPH 2 OF THE ARTICLES OF INCORPORATION AND ARTICLE I OF THE BYLAWS IN RELATION TO THE CORPORATION'S PURPOSE. THE FOLLOWING LANGUAGE IS INCLUDED IN THE UPDATED DOCUMENTS: THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, WHICH PURPOSES SHALL BE LIMITED TO OPERATING FOR THE SUPPORT AND BENEFIT OF, AND ENHANCING AND ENRICHING THE SERVICES, PROGRAMS, AND FACILITIES OF DELTA DENTAL OF VIRGINIA, A VIRGINIA NONSTOCK CORPORATION, WHICH IS EXEMPT FROM FEDERAL INCOME TAXATION PURSUANT TO SECTION 501(C)(4) OF THE CODE. THE FOREGOING PURPOSES SHALL BE FULFILLED THROUGH DEVELOPING RESOURCES THAT SUPPORT THE DENTAL HELATH CARE MISSION OF THE DELTA DENTAL OF VIRGINIA WITHIN VIRGINIA AND FOSTERING DENTAL HEALTH EDUCATION AND DENTAL HEALTH CARE IN UNDERSERVED AREAS OF VIRGINIA. THE SECOND CHANGE WAS TO PARAGRAHP 6 OF THE ARTICLES OF INCORPORATION AND ARTICLE II OF THE BYLAWS IN RELATION TO THE MINIMUM AND MAXIMUM NUMBER OF DIRECTORS OF THE CORPORATION. THE MINIMUM NUMBER OF DIRECTORS WAS INCREASED FROM 3 TO 5 AND THE MAXIMUM INCREASED FROM 7 TO 11. THERE WERE NO OTHER CHANGES TO THE CORPORATION'S ORGANIZATIONAL DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO THE ARTICLES OF INCORPORATION, THE FOUNDATION'S BOARD OF DIRECTORS ARE APPOINTED BY THE BOARD OF THE SUPPORTED ORGANIZATION, DELTA DENTAL OF VIRGINIA. FORM 990, PART VI, SECTION B, LINE 11B THE FULL DOCUMENT IS MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO FILING. ALSO, MEMBERS OF THE BOARD OF DIRECTORS REVIEW THE DOCUMENT AND PREPARATION PROCESS WITH SENIOR MEMBERS OF MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C DELTA DENTAL OF VIRGINIA FOUNDATION REQUIRES CORPORATE OFFICERS AND EACH DIRECTOR ON THE BOARD OF DIRECTORS TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT IS BASED ON IRS GUIDANCE. IN ADDITION, THE CONFLICT OF INTEREST POLICY REQUIRES DISCLOSURE OF ALL CONFLICTS, POTENTIAL CONFLICTS, OR ANY MATTER THAT MAY GIVE RISE TO THE APPEARANCE OF A CONFLICT. THE FORMS ARE REVIEWED BY THE COMPLIANCE OFFICER AND REPORTED TO THE CEO AND THE APPROPRIATE COMMITTEE(S) OF THE BOARD. THE FORMS ARE FURTHER AVAILABLE TO, AND REVIEWED BY, OUR AUDITORS AND THE BOI. FORM 990, PART VI, SECTION C, LINE 19 THE APPLICABLE FORMS ARE AVAILABLE FOR PUBLIC INSPECTION VIA REQUEST AND REGULATORY FILINGS. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES TO DELTA DENTAL OF VIRGINIA FOUNDATION'S OVERSIGHT PROCESS OF THE AUDIT OR ITS SELECTION OF AN INDEPENDENT AUDITOR. DELTA DENTAL OF VIRGINIA 5415 AIRPORT ROAD ROANOKE VA 24012 540844477 ADVANCE PUBLIC'S ORAL HEALTH BY PROVIDING QUALITY DENTAL BENEFITS. VA 501(C)(4) CORVESTA INC 0 CORVESTA INC 5415 AIRPORT ROAD ROANOKE VA 24012 205945158 HOLDING COMPANY VA 501(C)(4) 0 REVOLV INC 5415 AIRPORT ROAD ROANOKE VA 24012 271018474 PROVIDES TPA SERVICES TO DENTAL INSURANCE COMPANIES VA N/A C 0 STRYDEN INC 5415 AIRPORT ROAD ROANOKE VA 24012 352637734 PROVIDES VISION CARE INSURANCE VA N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 DELTA DENTAL OF VIRGINIA C 1991491 FAIR MARKET VALUE CORVESTA INC P 330501 FAIR MARKET VALUE