Nonprofit · EIN 85-0224562
DELTA DENTAL PLAN OF NEW MEXICO INC
Tax-exempt · OKEMOS, MI 48864
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $74,607,985 | $69,880,321 | $4,727,664 | $91,583,703 | $9,471,687 | $82,112,016 |
| December 31, 2023 | 990 | $74,841,906 | $74,005,819 | $836,087 | $86,344,181 | $10,698,368 | $75,645,813 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $71,047,073
- Investment income
- $3,555,027
- Net gain from sales of assets
- $809,841
- Other revenue
- $5,885
Expenses
- Grants and similar amounts paid
- $769,613
- Compensation of officers, directors and key employees
- $970,864
- Other salaries and wages
- $3,137,298
- Salaries, compensation and benefits (total)
- $4,978,580
- Professional fundraising fees
- $0
- Legal fees
- $52,074
- Accounting fees
- $107,873
- Occupancy
- $361,478
- Travel
- $124,080
- Depreciation
- $109,627
- Program services (functional)
- $66,076,801
- Management and general (functional)
- $3,803,520
Balance sheet and other
- Total assets, start of year
- $86,344,181
- Total assets, end of year
- $91,583,703
- Total liabilities, end of year
- $9,471,687
- Net assets, end of year
- $82,112,016
- Land, buildings and equipment
- $566,631
- Publicly traded securities
- $65,895,270
- Net assets without donor restrictions
- $82,112,016
- Gross unrelated business income
- $9,598
- Gross receipts
- $94,876,376
- Employees
- 43
- Volunteers
- 0
- Year formed
- 1971
- State of legal domicile
- NM
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| AMY L BASEL | CFO & TREASURER Officer | 1 | $0 | $2,481,908 | $688,090 |
| LOUIS VOLK III | PRESIDENT & CEO Officer | 50 | $803,581 | $0 | $62,791 |
| CLAUDIO QUINN LOPEZ | CHIEF LEGAL OFFICER & SECRETARY Officer | 50 | $272,558 | $0 | $22,102 |
| NATHALIE CASADO | DIRECTOR, CORPORATE ADMINISTRATION Highest-paid employee | 50 | $164,285 | $0 | $24,458 |
| KIMBERLY SCHAFER | DIRECTOR, PEOPLE SERVICES Highest-paid employee | 50 | $153,955 | $0 | $26,969 |
| DOUGLAS DUNTON | MANAGER, QUALITY AND ANALYTICS Highest-paid employee | 50 | $119,474 | $0 | $16,523 |
| JEREMY ASLAKSEN | MANAGER, MARKETING, COMMUNICATIONS, AND COMMUNITY ENGAGEMENT Highest-paid employee | 50 | $109,248 | $0 | $21,431 |
| MICHELE TOON | DIRECTOR OF SALES AND BUSINESS DEVELOPMENT Highest-paid employee | 50 | $112,049 | $0 | $17,767 |
| CHRISTINE N NATHE RDH MS | CHAIR Trustee or director, Officer | 5 | $20,000 | $0 | $0 |
| ANDREW DOLAN | DIRECTOR Trustee or director | 5 | $17,000 | $0 | $0 |
| LAWRENCE T PETERSON | DIRECTOR Trustee or director | 5 | $17,000 | $0 | $0 |
| FRED CISNEROS | VICE CHAIR Trustee or director | 5 | $13,500 | $0 | $0 |
| KRISTIN HENDRICKS DDS | DIRECTOR Trustee or director | 5 | $13,500 | $0 | $0 |
| MARY ALICE WALKER-LYSAK CPA | DIRECTOR Trustee or director | 5 | $13,500 | $0 | $0 |
| MELISSA RAVAGO DMD | DIRECTOR Trustee or director | 5 | $13,500 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBIN DOZIER OTTEN | DIRECTOR Trustee or director | 5 | $13,500 |
| RON RIVERA CPA CVGA | DIRECTOR Trustee or director | 5 | $13,500 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| AMY BASEL | CFO & TREASURER Officer | 1 | $0 | $2,381,009 | $644,559 |
| SUE ELLEN JENKINS | CHIEF LEGAL OFFICER & SEC.-PART YEAR Officer | 1 | $0 | $1,632,671 | $426,193 |
| LOUIS VOLK III | PRESIDENT & CEO Officer | 50 | $722,504 | $0 | $52,079 |
| NATHALIE CASADO | DIRECTOR, CORPORATE ADMINISTRATION Highest-paid employee | 50 | $230,059 | $0 | $40,181 |
| DOUGLAS DUNTON | MANAGER, QUALITY & ANALYTICS Highest-paid employee | 50 | $179,720 | $0 | $30,130 |
| MICHELE TOON | DIRECTOR OF SALES AND BUS. DEV. Highest-paid employee | 50 | $177,413 | $0 | $22,135 |
| CLAUDIO QUINN LOPEZ | CHIEF LEGAL OFFICER & SECRETARY Officer | 50 | $158,797 | $0 | $22 |
| DIANNE LEDESMA | DIRECTOR OF OPERATIONS Highest-paid employee | 50 | $135,670 | $0 | $2,921 |
| KIMBERLY SCHAFER | DIRECTOR, PEOPLE SERVICES Highest-paid employee | 50 | $120,402 | $0 | $16,646 |
| CHRISTINE N NATHE RDH MS | CHAIR Trustee or director, Officer | 5 | $18,750 | $16,664 | $0 |
| JAMES TRUJILLO | CHAIR - PART YEAR Trustee or director, Officer | 5 | $8,333 | $10,415 | $0 |
| DAVID JAMES MARTINEZ DDS | VICE CHAIR Trustee or director | 5 | $17,000 | $0 | $0 |
| ANDREW DOLAN | DIRECTOR Trustee or director | 5 | $15,542 | $0 | $0 |
| FRED CISNEROS | DIRECTOR Trustee or director | 5 | $13,500 | $0 | $0 |
| ROBIN DOZIER OTTEN | DIRECTOR Trustee or director | 5 | $13,500 | $0 | $0 |
| LAWRENCE T PETERSON | DIRECTOR Trustee or director | 5 | $13,500 | $0 | $0 |
| KRISTIN HENDRICKS DDS | DIRECTOR Trustee or director | 5 | $7,875 | $0 | $0 |
| ROBERT L SIMMONS | DIRECTOR - PART YEAR Trustee or director | 5 | $7,083 | $0 | $0 |
| RALPH MCELMURRY DDS | DIRECTOR - PART YEAR Trustee or director | 5 | $5,625 | $0 | $0 |
| MELISSA RAVAGO DMD | DIRECTOR Trustee or director | 5 | $1,125 | $0 | $0 |
| RON RIVERA CPA CVGA | DIRECTOR Trustee or director | 5 | $1,125 | $0 | $0 |
| MARY ALICE WALKER-LYSAK CPA | DIRECTOR Trustee or director | 5 | $1,125 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4100 OKEMOS RD, OKEMOS, MI 48864-3215
- In care of
- % PAYROLL
- Principal officer (990 for 2024)
- LOUIS VOLK III, 100 SUN AVE NE 400, ALBUQUERQUE, NM 87109
- Signed the 990
- LOUIS VOLK III, PRESIDENT & CEO
- Phone
- (505) 855-7114
- Website
- HTTP://WWW.DELTADENTALNM.COM
- Return prepared by
- Plante & Moran PLLC
Mission
DELTA DENTAL OF NEW MEXICO'S MISSION IS TO ADVANCE AND PROMOTE THE IMPROVEMENT OF ORAL HEALTH THROUGH PREPAID DENTAL SERVICES, SUPPORT FOR RESEARCH AND EDUCATION, AND COMMUNITY OUTREACH DIRECTED TOWARD SECURING ACCESS TO QUALITY DENTAL CARE FOR ALL.
Program accomplishments
- PROMOTING DENTAL CARE: DELTA DENTAL OF NEW MEXICO, INC. IS A LEADNG GROUP DENTAL BENEFITS PROVIDER. THE PURPOSE OF THE ORGANIZATION IS TO ADVANCE AND PROMOTE THE IMPROVEMEMNT OF ORAL HEALTH. THIS IS DONE BY OFFERING INNOVATIVE, COST-EFFECTIVE PRODUCTS THAT MEET THE NEEDS OF CUSTOMERS. THIS WAS DEMONSTRATED IN 2024 BY PAYING OUT OVER $53 MILLION IN CLAIMS AND BY PROVIDING DENTAL BENEFITS FOR THE PUBLIC AND ADVANCING THE SCIENCE OF DENTISTRY. IN ADDITION, OVER 830,000 CLAIMS WERE PROCESSED FOR OVER 407,000 MEMBERS. SEE SCHEDULE O FOR CONTINUATIONExpenses $66,076,801 · grants $769,613 · revenue $71,043,360
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0224562
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $91,583,703
- Income (IRS master file)
- $94,876,376
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $74,607,985 | $69,880,321 | $91,583,703 | XML |
| 990 | December 2023 | $74,841,906 | $74,005,819 | $86,344,181 | XML |
| 990 | December 2022 | $69,208,618 | $69,023,868 | $81,083,410 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0224562).
Questions about DELTA DENTAL PLAN OF NEW MEXICO INC
- What is the EIN of DELTA DENTAL PLAN OF NEW MEXICO INC?
- The employer identification number (EIN) of DELTA DENTAL PLAN OF NEW MEXICO INC is 85-0224562.
- Is DELTA DENTAL PLAN OF NEW MEXICO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1973.
- Are donations to DELTA DENTAL PLAN OF NEW MEXICO INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does DELTA DENTAL PLAN OF NEW MEXICO INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DELTA DENTAL PLAN OF NEW MEXICO INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DELTA DENTAL PLAN OF NEW MEXICO INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of DELTA DENTAL PLAN OF NEW MEXICO INC?
- The 990 for the year ended December 31, 2024 names LOUIS VOLK III.
- Who are the officers and directors of DELTA DENTAL PLAN OF NEW MEXICO INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 16 received compensation from the organization.
- How much revenue does DELTA DENTAL PLAN OF NEW MEXICO INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $74,607,985, expenses of $69,880,321 and total assets of $91,583,703 at year end.
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