2025-10-16T15:50:49-05:00 2024-12-31 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2024-01-01 274417052 DELTA DENTAL OF OKLAHOMA FOUNDATION DELT 4056072100 PO BOX 54709 OKLAHOMA CITY OK 731541709 ASHLEY ALBRIGHT CFO 4056072100 2025-10-09 1 0 JULIE BOYER P01278549 2187275025 2025-10-09 2024 2025-03-06 01:10:19Z ASHLEY ALBRIGHT PO BOX 54709 OKLAHOMA CITY OK 731541709 6971796 0 X WWW.DDOKFOUNDATION.ORG X 1998 OK TO FACILITATE DENTAL HEALTH AND EDUCATION IN THE STATE OF OKLAHOMA BY FUNDING PROGRAMS AND SERVICES THAT PROMOTE ORAL HEALTH. 9 4 7 0 0 0 8300000 6950000 0 0 189 21796 0 0 8300189 6971796 2056385 2933081 0 0 578999 793168 0 0 0 283976 218974 2919360 3945223 5380829 3026573 7315162 10377037 29537 64839 7285625 10312198 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 3570217 2933081 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. 3570217 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 54 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 4 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 137317 0 DR TOMMY MAYHUE TREASURER/SECRETARY (THRU 5/2024) 1.00 1.00 X X 0 2744 0 GEAN ATKINSON BOARD MEMBER 1.00 1.00 X 0 5278 0 DR ROSS ALLEN BOARD MEMBER 1.00 1.00 X 0 79358 0 DR STEVE BERKLACY TREASURER/SECRETARY 1.00 1.00 X X 0 144930 0 DR DEBORAH CORWIN BOARD MEMBER 1.00 1.00 X 0 7980 0 DR LYMAN COLIN FOSTER BOARD MEMBER (THRU 5/2024) 1.00 1.00 X 0 2111 0 DAVID GREENWELL BOARD MEMBER 1.00 1.00 X 0 7599 0 BRAD HOGAN BOARD MEMBER 1.00 1.00 X 0 5700 0 DR MICHAEL HOWL BOARD MEMBER 1.00 1.00 X 0 101040 0 DR JEREMY JOHNSON BOARD MEMBER 1.00 1.00 X 0 84498 0 JOY SWANSON LABAR BOARD MEMBER 1.00 1.00 X 0 7020 0 WILLIAM CARLISLE MABREY IV BOARD MEMBER 1.00 1.00 X 0 6333 0 MICHAEL MCCULLOUGH BOARD MEMBER 1.00 1.00 X 0 6333 0 DR MICHAEL MCLEOD BOARD MEMBER 1.00 1.00 X 0 25568 0 MIKE MEANS BOARD MEMBER 1.00 1.00 X 0 4856 0 DANNY RAMSEY BOARD MEMBER 1.00 1.00 X 0 6755 0 KATHY SNYDER BOARD MEMBER 1.00 1.00 X 0 7177 0 JOHN GLADDEN PRESIDENT AND CEO AND VICE CHAIR 1.00 40.00 X X 0 1184518 66984 TERRISA SINGLETON DIRECTOR 40.00 0.00 X 117757 0 28774 TANIA GRAHAM CHIEF OPERATING & PRIVACY OFFICER 1.00 40.00 X 0 1096455 66003 DAVID JONES CHIEF INFORMATION & SECURITY OFFICER 1.00 40.00 X 0 1050955 77199 LAN MILLER CHIEF SALES OFFICER 1.00 40.00 X 0 277460 101030 ASHLEY ALBRIGHT CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 359790 118384 117757 4611775 458374 1 0 1 0 0 6950000 6950000 21796 21796 6971796 0 0 21796 2933081 2933081 146871 146871 472711 383592 89119 26831 27990 -1159 105638 81086 24552 41117 24660 16457 82039 40435 41604 43898 40893 3005 15363 9768 5595 16197 16197 25772 16664 9108 15181 1765 13416 14174 3974 10200 DENTAL PROGRAM EXPENSE 6309 6309 OTHER EXPENSES 41 41 3945223 3570217 375006 0 1837324 3377232 5382750 6923511 55138 10525 119864 54095 39950 65769 7315162 10377037 29537 64839 29537 64839 X 7285625 10312198 7285625 10312198 7315162 10377037 3026573 0 X 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, DELTA DENTAL PLAN OF OKLAHOMA (DDOK), HAS AN IRS DETERMINATION OF STATUS AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(4). DDOK 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 DELTA DENTAL OF OKLAHOMA FOUNDATION (THE FOUNDATION) CONSIST OF PERSONS SERVING ON THE BOARD OF DIRECTORS OF DELTA DENTAL PLAN OF OKLAHOMA (DDOK). 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: DELTA DENTAL OF OKLAHOMA FOUNDATION (THE FOUNDATION) CARRIES OUT GRANT-MAKING ACTIVITIES AND PERFORMING INTERNAL INITIATIVES TO FURTHER DENTAL HEALTH AND EDUCATION PROGRAMS IN OKLAHOMA AT THE DIRECTION OF DELTA DENTAL PLAN OF OKLAHOMA (DDOK) MANAGEMENT AND BOARD OF DIRECTORS. ALL OF THE BOARD OF DIRECTORS OF THE FOUNDATION ALSO SERVE AS DDOK BOARD DIRECTORS. AS SUCH, DDOK 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 DDOK 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: DELTA DENTAL OF OKLAHOMA FOUNDATION'S (THE FOUNDATION) SUPPORTED ORGANIZATION, DELTA DENTAL PLAN OF OKLAHOMA (DDOK), HAS AN IRS DETERMINATION OF STATUS AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(4). DDOK 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: DELTA DENTAL OF OKLAHOMA FOUNDATION (THE FOUNDATION) IS SUPERVISED AND CONTROLLED BY ITS SUPPORTED ORGANIZATION, DELTA DENTAL PLAN OF OKLAHOMA (DDOK), WHICH IS COMMITTED TO IMPROVING ORAL HEALTH IN OKLAHOMA. DDOK 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 119864 54095 65769 65769 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 33000 0 EDUCATIONAL CATHOLIC CHARITIES DIOCESE OF TULSA 2450 N HARVARD AVE TULSA OK 74115 731171950 501C3 139222 0 DENTAL CARE PROGRAM COMPASSION OUTREACH CENTER INC 1124 CRADDUCK ROAD ADA OK 74820 900148536 501C3 75000 0 DENTAL CARE PROGRAM CROSSINGS COMMUNITY CLINIC 10255 N PENNSYLVANIA AVE OKLAHOMA CITY OK 73120 861115863 501C3 358000 0 DENTAL CARE PROGRAM D-DENT 3000 UNITED FOUNDERS BLVD STE 122 OKLAHOMA CITY OK 73112 731325324 501C3 181000 0 EDUCATIONAL DENTAL LIFELINE NETWORK 1800 15TH ST STE 100 DENVER CO 80202 846129064 501C3 20000 0 DENTAL CARE PROGRAM EASTERN OKLAHOMA DONATED DENTAL SERVICES 9810 E 42ND ST STE 210 TULSA OK 74146 412103655 501C3 151000 0 DENTAL CARE PROGRAM HEALTHCORPS INC PO BOX 371 NEW YORK NY 10276 261269358 501C3 16000 0 EDUCATIONAL HNC LIVING FOUNDATION 8100 NEWTON ST STE 100 OVERLAND PARK KS 66204 464214254 501C3 74000 0 DENTAL CARE PROGRAM LEND A HAND COMMUNITY ACTION NETWORK PO BOX 52055 TULSA OK 74152 862998739 501C3 10000 0 EDUCATIONAL MINISTRIES OF JESUS INC 1100 E I-35 SERVICE ROAD EDMOND OK 73034 731622804 501C3 100000 0 DENTAL CARE PROGRAM MORTON COMPREHENSIVE HEALTH SERVICE 1334 N LANSING AVE TULSA OK 74106 731177858 501C3 21000 0 DENTAL CARE PROGRAM NEIGHBORHOOD SERVICES ORGANIZATION 431 SW 11TH ST OKLAHOMA CITY OK 73109 730785944 501C3 315562 0 DENTAL CARE PROGRAM OKLAHOMA DENTAL FOUNDATION 317 NE 13TH ST OKLAHOMA CITY OK 73104 730678114 501C3 80163 0 DENTAL CARE PROGRAM OKLAHOMA STATE UNIVERSITY FOUNDATION PO BOX 1749 STILLWATER OK 74076 736097060 501C3 15000 0 EDUCATIONAL REMERGE OF OK COUNTY INC PO BOX 2845 OKLAHOMA CITY OK 73101 464504748 501C3 20000 0 DENTAL CARE PROGRAM SMILE FOR GOOD FOUNDATION 1050 E 2ND ST STE 234 EDMOND OK 73034 843288491 501C3 15000 0 DENTAL CARE PROGRAM SOUTHERN OKLAHOMA TECHNOLOGY CENTER 2610 SAM NOBLE PARKWAY ARDMORE OK 73401 731019541 501C3 83625 0 DENTAL CARE PROGRAM STERLING ANGEL OF SMILES NONPROFIT ORGANIZATION PO BOX 891330 OKLAHOMA CITY OK 73189 471915858 501C3 60000 0 DENTAL CARE PROGRAM STIGLER HEALTH AND WELLNESS CENTER INC 1505 E MAIN ST STIGLER OK 74462 200368759 501C3 10000 0 DENTAL CARE PROGRAM TRI COUNTY TECH CENTER 6101 SE NOWATA BARTLESVILLE OK 74006 731188682 501C3 197000 0 DENTAL CARE PROGRAM UNIVERSITY OF OKLAHOMA FOUNDATION INC 100 TIMBERDELL ROAD NORMAN OK 73019 736091755 501C3 463905 0 EDUCATIONAL VARIETY CARE FOUNDATION 3000 N GRAND BLVD OKLAHOMA CITY OK 73107 731088577 501C3 40000 0 DENTAL CARE PROGRAM WATERROCK MINISTRIES INC PO BOX 22741 OKLAHOMA CITY OK 73112 451165200 501C3 10000 0 DENTAL CARE PROGRAM WESTERN TECHNOLOGY CENTER 2605 E MAIN ST WEATHERFORD OK 73096 731105189 501C3 33800 0 DENTAL CARE PROGRAM 25 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 766846 0 111619 0 306053 0 43950 0 24029 0 1252497 0 0 TANIA GRAHAM CHIEF OPERATING & PRIVACY OFFICER 0 298096 0 43914 0 754445 0 43713 0 23168 0 1163336 0 0 DAVID JONES CHIEF INFORMATION & SECURITY OFFICER 0 269953 0 41157 0 739845 0 46457 0 31620 0 1129032 0 0 ASHLEY ALBRIGHT CHIEF FINANCIAL OFFICER 0 308266 0 44773 0 6751 0 85718 0 33544 0 479052 0 0 LAN MILLER CHIEF SALES OFFICER 0 227372 0 33362 0 16726 0 69448 0 32332 0 379240 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 $190,488 (VESTED) TANIA GRAHAM $43,714 (VESTED) DAVID JONES $38,631 (VESTED) LAN MILLER $32,557 ASHLEY ALBRIGHT $41,727 FORM 990, PART VI, SECTION A, LINE 7A DELTA DENTAL OF OKLAHOMA 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 DELTA DENTAL OF OKLAHOMA FOUNDATION (THE ORGANIZATION) FOLLOWS THE SAME CONFLICT OF INTEREST POLICY AS DELTA DENTAL PLAN OF OKLAHOMA (A RELATED ENTITY). THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY HAVING MEMBERS ANNUALLY SIGN AN AGREEMENT AND DISCLOSING ANY BUSINESS RELATIONSHIPS WHICH CONFLICT THEIR DUTIES OF DELTA DENTAL OF OKLAHOMA FOUNDATION. SHOULD A CONFLICT ARISE WHEREBY THE MEMBERS FIDUCIARY RESPONSIBILITY TO DELTA DENTAL MAY OR COULD BE, IN ANY MANNER, AFFECTED, THE MEMBER WILL NOTIFY THE REMAINDER OF THE BOARD OF DIRECTORS, STATING THE CONFLICT AND RECUSING THEMSELVES FROM VOTING THEREON. ENFORCEMENT OF STANDARDS SHALL BE TIMELY, CONSISTENT AND EFFECTIVE. POTENTIAL OR SUSPECTED COMPLIANCE ISSUES ARE RESOLVED THROUGH INVESTIGATION, POLICY AND PROCEDURE REVIEW, ATTORNEY CONSULTATION, AND/OR DISCIPLINARY ACTIONS, UP TO AND INCLUDING TERMINATION. FORM 990, PART VI, SECTION B, LINE 15 DELTA DENTAL PLAN OF OKLAHOMA (DDOK) HIRED AND RETAINS KORN FERRY AS A CONSULTANT. THEY EVALUATE THE JOB DESCRIPTIONS OF DDOK AND DELTA DENTAL OF OKLAHOMA FOUNDATION (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. THIS PROCESS LAST OCCURRED IN JUNE 2023. DDOK AND DDOKF UTILIZE THE SAME COMPENSATION METHODOLOGY. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED SINCE THE PRIOR TAX YEAR. 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 1 0 0 0 0 0 0 0 0