2025-11-11T08:56:23-06:00 2024-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-01-01 480793267 Delta Dental of Kansas Inc DELT 3162641099 1619 N Waterfront Parkway Wichita KS 67206 Bryce Dougherty Treasurer and CFO 3162641099 2025-11-10 1 1 Kim Hunwardsen CPA P00484560 6122536500 2025-11-10 2024 2025-03-06 01:10:19Z Bryce Dougherty 1619 N Waterfront Parkway Wichita KS 67206 357737876 0 X www.deltadentalks.com X 1972 KS To make possible a wider availability of oral health care by offering affordable benefits and exceptional service. 10 6 151 0 0 0 0 0 324066857 340887511 2028196 3136443 7984 10363 326103037 344034317 1261687 1228152 0 0 14350208 16102079 0 0 0 307733675 326021502 323345570 343351733 2757467 682584 106226263 116239879 10227060 15683937 95999203 100555942 To make possible and facilitate a wider and more timely availability of dental care, thereby advancing the public health and the science and art of dentistry in the state of Kansas by offering affordable benefits and exceptional service to Kansans and Kansas employers. 0 0 303066773 330996461 Dental benefits (covered charges) provided to subscribers. Delta Dental served approximately 943,229 people this year. 16684890 9891050 The processing of dental benefit claims. 1466151 1228152 Grants paid out to 501(c)(3) organizations. 321217814 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 1 26268 0 1 151 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 6 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Bryce Dougherty 3162641099 1619 N Waterfront Parkway Wichita KS 67206 Gary Yager Chairperson 0.80 0.20 X X 31297 5000 0 Lucynda Raben Vice Chairperson 0.80 0.20 X X 27681 5000 0 Shawn Naccarato Director 0.80 0.00 X 26355 0 0 Patrick Moriarty Director 0.80 0.00 X 25435 0 0 Ruth Teichman Director 0.80 0.00 X 24218 0 0 Angela McClure Director 0.80 0.00 X 25363 0 0 Nancy Zogleman Director 0.80 0.00 X 25006 0 0 Kimberly Borchers Director 0.80 0.00 X 25496 0 0 Nick Troilo Director 0.80 0.00 X 26257 0 0 Melinda Miner Director 0.80 0.00 X 24191 0 0 Dean Newton President and CEO 47.30 2.70 X 764861 0 58284 Bryce Dougherty CFO/Treasurer 48.30 1.70 X 351664 0 66940 Jennifer Bauer Secretary 49.80 0.20 X 336407 0 64282 Sarah Patterson - Chief Innovation & Marketing Officer 49.80 0.20 X 358585 0 49316 Natalie Daney Chief Sales Officer 47.20 2.80 X 337725 0 56898 Kristen Hoffman Chief Operating Officer 49.90 0.10 X 274789 0 45790 Robert Ebenkamp VP IT 49.90 0.01 X 256074 0 31113 Kara Hunt VP HR 50.00 0.00 X 197391 0 25795 Ambur Lynne Miller VP Professional Relations 50.00 0.00 X 209675 0 31409 Stephen Peppes Vice President of Sales 50.00 0.00 X 348022 0 70354 Cristen Frederick VP of Client Service 48.60 1.40 X 192407 0 25015 Michael Ellis Controller (Former Officer) 48.40 1.60 X 226941 0 48345 4115840 10000 573541 40 1 1 0 ICT Teeth LLC 2143 N Collective Ln Suite B Wichita KS 672063506 Dental Services 1935965 Wichita Endodontics 12219 E Central Ave Wichita KS 672062808 Dental Services 1883584 Frankenberry and Johnson DDS PA 3101 N Cypress St Wichita KS 672264017 Dental Services 1536097 Jenkins & Leblanc PA 6810 Silverheel St Shawnee KS 662265300 Dental Services 1449196 Gage Center Dental Group PA 1271 SW Woodhull St Topeka KS 666041635 Dental Services 1297911 575 Dental Services 524298 330996461 330996461 Administrative Services Plan Reve 524298 9891050 9891050 340887511 2547448 2547448 14292554 13695999 7560 596555 -7560 588995 588995 Other Income 900099 10363 10363 10363 344034317 340887511 0 3146806 1228152 1228152 3036667 3036667 276365 276365 9698332 5042282 4656050 1302491 732354 570137 980486 603064 377422 807738 362125 445613 457614 457614 226395 226395 37210 37210 193124 193124 9275332 2488678 6786654 1008967 1008967 1793651 1501755 291896 2887649 2810701 76948 191666 191666 813647 33227 780420 134216 39343 94873 1224 1224 845111 405653 439458 427745 427745 Claims 303066773 303066773 State Premium Tax 1122738 1122738 Equipment Rental & Main 983357 983357 Clearing House Expense 491737 450097 41640 2063346 347515 1715831 343351733 321217814 22133919 0 800 800 4432116 4024139 6648913 6702724 3346416 1205395 18019264 7348384 6524775 10670880 63933736 68217088 20627264 22771666 712243 2647187 106226263 116239879 9366550 11904421 860510 3779516 10227060 15683937 X 95999203 100555942 95999203 100555942 106226263 116239879 X 682584 1729965 2144190 X 0 1 X 1 0 1401415 1401415 7332320 3422998 3909322 1443631 218088 1225543 4538839 3550069 988770 3303059 157229 3145830 10670880 Inv in Surency Life & Health 22771666 F 22771666 Advanced Premium 1388810 Unearned Premium 538168 Lease Liability 1852538 3779516 X 151747751 1729965 -193830967 -192101002 343848753 193124 -7560 185564 344034317 147190801 7560 7560 147183241 193124 195975368 196168492 343351733 Part X, Line 2: Management believes that each entity has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Company would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 2d - Other Adjustments: Reclass Expense Reimbursement to Expenses on Form 990 188,439. Earnings of C Corp 2,144,401. ASC Claims Expenses Reported in Expenses on Form 990 -196,163,807. Part XI, Line 4b - Other Adjustments: Loss on Sale of Assets reported in Revenues on Form 990 -7,560. Part XII, Line 2d - Other Adjustments: Loss on Sale of Assets reported in Revenues on Form 990 7,560. Part XII, Line 4b - Other Adjustments: Reclass Expense Reimbursement from Revenue on Financials -188,439. ASC Claims Expenses Reported in Revenue on Financials 196,163,807. 1 United Way of Greater Kansas City 801 W 47th St Suite 500 Kansas City KS 64112 440545812 501(c)(3) 375000 0 Charitable Giving United Way of the Plains 245 N Water St Wichita KS 67202 480547688 501(c)(3) 385000 0 Charitable Giving Oral Health Kansas 800 SW Jackson St Suite 1120 Topeka KS 66612 200337278 501(c)(3) 10000 0 Charitable Giving Children's Mercy Hospital 2401 Gilham Rd Kansas City MO 64108 440605373 501(c)(3) 35000 0 Charitable Giving Botanica The Wichita Gardens 701 Amidon St Wichita KS 67203 481007736 501(c)(3) 20000 0 Charitable Giving Mark Arts 1307 N Rock Road Wichita KS 67206 480616251 501(c)(3) 10000 0 Charitable Giving Sedgwick County Zoological Society Inc 5555 W Zoo Blvd Wichita KS 67212 486120530 501(c)(3) 34250 0 Charitable Giving Kansas University Endowment Association 2330 Shawnee Mission Pkwy Suite 305 MS 5004 Westwood KS 66205 480547734 501(c)(3) 10000 0 Charitable Giving Starlight Theatre Association of Kansas City Inc 4600 Starlight Rd Kansas City KS 64132 440552079 501(c)(3) 10000 0 Charitable Giving Kansas Insurance & Financial Services Education Foundation 815 SW Topeka Blvd Topeka KS 66612 480925186 State of Kansas 15000 0 Charitable Giving Kansas City Sports Commissions - WIN for KC 1100 Walnut Street Suite 3450B Kansas City MO 64106 431521059 501(c)(3) 6000 0 Charitable Giving Kansas Department of the Treasury 900 SW Jackson Suite 201 Topeka KS 66612 923872381 State of Kansas 10000 0 Charitable Giving Big Brothers Big Sisters Foundation (Kansas City) 1709 Walnut St Kansas City MO 64108 431827386 501(c)(3) 10000 0 Charitable Giving Braden's Hope for Childhood Cancer 15954 S Mur-Len Rd 124 Olathe KS 66062 273519273 501(c)(3) 6000 0 Charitable Giving Juvenile Diabetes Research Foundation International 200 Vesey St 28th Flr New York NY 10281 231907729 501(c)(3) 15000 0 Charitable Giving Heartland Community Health Center 1312 W 6th Street Lawrence KS 66044 481221800 501(c)(3) 0 6390 Fair Market Value Supplies for toothbrush kits Charitable Giving Kansas Food Bank 1919 E Douglas Ave Wichita KS 67211 480959213 501(c)(3) 0 19261 Fair Market Value Supplies for toothbrush kits Charitable Giving Sedgwick County Health Department 1900 E 9th St Wichita KS 67214 486000798 Sedgwick County 0 6285 Fair Market Value Supplies for toothbrush kits Charitable Giving Genesis Family Health PO Box 766 Garden City KS 67846 481049519 501(c)(3) 0 6370 Fair Market Value Supplies for toothbrush kits Charitable Giving Oracle Health Foundation 8779 Hillcrest Round Dock 2048 Kansas City MO 64138 431725294 501(c)(3) 0 6285 Fair Market Value Supplies for toothbrush kits Charitable Giving GraceMed Health Clinic Inc 1150 N Broadway St Wichita KS 67214 481159633 501(c)(3) 0 6285 Fair Market Value Supplies for toothbrush kits Charitable Giving Prairiestar Health Center 2700 E 30th Ave Hutchinson KS 67502 481154210 501(c)(3) 0 5820 Fair Market Value Supplies for toothbrush kits Charitable Giving Johnson County Christmas Bureau Association PO Box 14786 Lenexa KS 662854786 480884400 501(c)(3) 0 6401 Fair Market Value Supplies for toothbrush kits Charitable Giving Giving the Basics - Kansas City 927 S 7th Street Kansas City KS 66105 453069975 501(c)(3) 0 6380 Fair Market Value Supplies for toothbrush kits Charitable Giving Kansas Learning Center for Health 505 Main Street Halstead KS 67056 480680382 501(c)(3) 0 5709 Fair Market Value Supplies for toothbrush kits Charitable Giving Simply Hygiene 5440 N Mill Heights Drive Park City KS 67219 832564688 501(c)(3) 0 6343 Fair Market Value Supplies for toothbrush kits Charitable Giving Hunter Health Clinic 527 N Grove Street Wichita KS 67214 480908355 501(c)(3) 0 6285 Fair Market Value Supplies for toothbrush kits Charitable Giving 27 0 Part I, Line 2: Delta Dental of Kansas provided grants to public charities, governmental organizations, and other organizations. For each organization that receives a grant, Delta Dental of Kansas requires acceptance of the grant, the grant reporting requirements and the due date for reporting via a signed agreement letter. The Grant Reporting Package requires completion of a Narrative Report addressing the details of the project, Project Budget Summary Form (including submission of invoices if appropriate), Acknowledgement Plan and any additional components as indicated in the agreement letter. X 1 1 X X X X X 0 0 0 1 0 0 0 0 0 Dean Newton President and CEO 546240 0 208517 0 10104 0 56629 0 3845 0 825335 0 0 0 Bryce Dougherty CFO/Treasurer 283432 0 67307 0 925 0 47656 0 20806 0 420126 0 0 0 Stephen Peppes Vice President of Sales 193695 0 153898 0 429 0 58939 0 13040 0 420001 0 0 0 Sarah Patterson - Chief Innovation & Marketing Officer 290558 0 67307 0 720 0 47660 0 3178 0 409423 0 0 0 Jennifer Bauer Secretary 270807 0 64880 0 720 0 47335 0 18440 0 402182 0 0 0 Natalie Daney Chief Sales Officer 242593 0 94028 0 1104 0 55242 0 3330 0 396297 0 0 0 Kristen Hoffman Chief Operating Officer 252731 0 21626 0 432 0 34375 0 12840 0 322004 0 0 0 Robert Ebenkamp VP IT 201863 0 51240 0 2971 0 31113 0 1139 0 288326 0 0 0 Michael Ellis Controller (Former Officer) 183506 0 42835 0 600 0 29061 0 20364 0 276366 0 0 0 Ambur Lynne Miller VP Professional Relations 177238 0 32062 0 375 0 23966 0 7443 0 241084 0 0 0 Kara Hunt VP HR 163328 0 33096 0 967 0 24139 0 2576 0 224106 0 0 0 Cristen Frederick VP of Client Service 134771 0 57360 0 276 0 23359 0 2629 0 218395 0 0 0 Part I, Line 1a Delta Dental of Kansas did pay for companion travel for board of directors when they attended out of town business meetings. The companion travel amount was treated as taxable compensation and is included in the board of directors' 1099-MISC. Part I, Line 5 Total revenues for Delta Dental are a factor in the management bonus payout. Raben DDS PA Board Member Dr. Raben > 35% owner 132769 Payment of Dental Services 0 Rose Hill General & Cosmetic Dentistry Board Member Dr. Troilo > 35% owner 268587 Payment of Dental Services 0 The Dentist PA Board Member Dr. Miner > 35% owner 236485 Payment of Dental Services 0 Form 990, Part VI, Section A, line 2 Dean Newton, Gary Yager, Bryce Dougherty, Jennifer Bauer, Natalie Daney, Sarah Patterson, and Dr. Lucynda Raben have a business relationship with each other. They all serve as either officers or directors of Surency Life & Health Insurance Company, a related for-profit company. The officers and directors do not have stock ownership interest in the related for-profit company. Form 990, Part VI, Section A, line 6 The organization has members. The membership of Delta Dental of Kansas is comprised of the dentists who have current participating agreements with Delta Dental of Kansas. Form 990, Part VI, Section A, line 7a The board of directors is comprised of ten (10) members. The membership elects Four (4) board members from the corporation's participating dentists. Two (2) are appointed by the governor of the state of Kansas, and four (4) are appointed by the Commissioner of Insurance of the state of Kansas. Form 990, Part VI, Section B, line 11b An independent accounting firm prepares the Form 990. The 990 is then reviewed by the organization's accounting personnel. Any questions or comments are addressed and any necessary changes are made. The Form 990 with all related schedules is then provided to the entire governing body for review prior to filing. Form 990, Part VI, Section B, line 12c The Board of Directors monitors and enforces our conflict of interest policy. Each director, officer, and key employee of Delta Dental of Kansas annually files a statement regarding conflicts of interest which exist, or which might be expected to exist, within the upcoming year. The statement discloses as fully as possible the nature of potential conflicts and the nature of the director's, officer's, or key employee's interest in the potential transaction. Each director, officer, and key employee agree to answer any questions about potential conflicts they may have. If a conflict is identified, voting may be restricted. Form 990, Part VI, Section B, line 15 The Delta Dental of Kansas process for determining compensation for the CEO, officers, and key employees includes an annual review by a national, independent 3rd party compensation expert to benchmark for every employee in our company. The consultant uses proprietary and published market data sources to identify the relevant duties and responsibilities provided for each position. Market data is used as appropriate for each position, from local, regional, and national markets. They provided a complete report that documents the findings of market review process for our positions and their recommendation regarding the grade level of placement of the position. The Board is responsible to meet with the President/Chief Executive Officer annually to review his/her performance and to approve the President/Chief Executive Officer's annual compensation and benefits package. Form 990, Part VI, Section C, line 19 Our governing documents, conflict of interest policy, and financial statements are available to the public upon request. Form 990, Part XI, line 9: Equity Earnings of Subsidiary 2,144,401. Adjustment to Opening Net Assets Balance -211. Surency Life & Health Company 1619 N Waterfront Pkwy Wichita KS 67206 261969006 Insurance KS Delta Dental of Kansas Inc C 15045079 26536975 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Surency Life & Health Insurance Company O 1420129 Cost Surency Life & Health Insurance Company N 188439 Cost