Delta Dental of Wisconsin Foundation Inc

Nonprofit profile at a glance

EIN
824043752
IRS 990 coverage
2018–2024
Forms available
Form 990 2024
Location
Stevens Point, WI, USA
Phone
7153446087
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Scholarships, Student Financial Aid Services, Awards

Official website

Reported finances

Revenue
$4,867,371
Expenses
$5,268,706
Assets
$17,010,970
Liabilities
$1,381,385

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Doug Ballweg (Chairman & President / DDW President & CEO)

Highest reported compensation

  • Doug Ballweg (Chairman & President / DDW President & CEO): $3,589,863 total reported compensation
  • Jed Roher (Secretary / Chief Legal Counsel of DDW): $831,460 total reported compensation
  • Kyle Humphrey (Director): $658,068 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Delta Dental of Wisconsin Foundation's mission is to initiate, collaborate with, and support programs that extend access to dental care, ensure a strong dental workforce, and improve the oral health of underserved and vulnerable populations.

What it reported doing in 2024

Ensuring a strong dental workforce a) The Foundation provided six scholarships to Marquette dental students in 2024. b) Scholarships are also awarded to dental hygiene and dental assisting students at nine Wisconsin technical colleges. In 2024, 27 scholarships were awarded. c) Another impactful workforce program is a public health dentistry Fellowship offered annually to three Marquette dental student graduates that serve for one year at two safety-net clinics. d) In 2024, Wisconsin Act 89 was signed into law, directing $20 million of the State budget to Wisconsin Technical College System oral health care workforce initiatives. The Foundation matched up to $2 million in aggregate to approved initiatives at 14 colleges. These funds will be used to establish nine new dental hygienist, dental assistant, dental therapy, or expanded function dental auxiliary (EFDA) programs, and expand or improve 13 current programs, by purchasing additional equipment and facility improvements.

Operating model

Revenue model
Affiliate-supported. 92% of the money available for current operations came from contributions from related organizations.
Distribution model
Grant intermediary. The nonprofit sent 94% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 74
  • Accountability: 58
  • Sustainability: 37
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 96%; rating input score 96
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 5th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 92.2%; rating input score 92; 27th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 42.9%; rating input score 43; 7th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -8.2%; rating input score 15; 15th percentile among comparable filings
  • Total-asset coverage ratio: 3.23; rating input score 75; 75th percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 62; 62nd percentile among comparable filings
  • Officer compensation ratio: 40.4%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: 12.2% per year; rating input score 100; 71st percentile among comparable filings
  • Revenue growth: -2.2% per year; rating input score 0; 6th percentile among comparable filings
  • Asset growth: 22.2% per year; rating input score 100; 87th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 96% of spending went to programs
  • Governance: 3 of 7 board members independent · 7 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $5.1M in reported program spending
  • Leadership: top reported pay $3.6M · 10 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 21 of 22 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 6 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Money network: 38 filed money-flow records
  • Related organizations: 40 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Independent voting board scored 43/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 15/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Officer compensation ratio scored 2/100.