Civic Intelligence

Delta Family-Care Disability

EIN 36-6751615 • 501(c)9 • Atlanta, GA

Profile

Disburse payments to or on behalf of participants related to disability, survivorship and severance.

1030 DELTA BOULEVARD Suite 959Atlanta, GA 30354

www.delta.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

0.65x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.07x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

30th percentile

-0.8%

Higher net margin than 30% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

40th percentile

$480

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

54th percentile

6.2%

Faster asset growth than 54% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$21,320,868

Down $1,767,324 (-7.7%) from 2021

Liabilities

Up

$9,466,180

Up $651,192 (+7.4%) from 2021

Net Assets

Down

$11,854,688

Down $2,418,516 (-17%) from 2021

Operations
Liabilities / Revenue54th percentileNet Margin30th percentile

Revenue

Up

$150,822,083

Up $13,114,327 (+9.5%) from 2021

Expenses

Up

$153,239,838

Up $21,996,982 (+17%) from 2021

Net Income

Down

-$2,417,755

Down $8,882,655 (-137%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$20M$0-$20MAssets 2011: $8,730,080Liabilities 2011: $16,838,942Net Assets 2011: -$8,108,8622011Assets 2012: $8,559,009Liabilities 2012: $16,451,232Net Assets 2012: -$7,892,2232012Assets 2013: $9,750,097Liabilities 2013: $11,773,823Net Assets 2013: -$2,023,7262013Assets 2014: $17,061,525Liabilities 2014: $12,525,626Net Assets 2014: $4,535,8992014Assets 2015: $16,989,705Liabilities 2015: $12,636,796Net Assets 2015: $4,352,9092015Assets 2016: $17,188,753Liabilities 2016: $15,871,470Net Assets 2016: $1,317,2832016Assets 2017: $18,318,187Liabilities 2017: $16,933,673Net Assets 2017: $1,384,5142017Assets 2018: $34,712,434Liabilities 2018: $17,333,864Net Assets 2018: $17,378,5702018Assets 2019: $30,494,859Liabilities 2019: $17,239,992Net Assets 2019: $13,254,8672019Assets 2020: $15,288,465Liabilities 2020: $17,330,921Net Assets 2020: -$2,042,4562020Assets 2021: $23,088,192Liabilities 2021: $8,814,988Net Assets 2021: $14,273,2042021Assets 2022: $21,320,868Liabilities 2022: $9,466,180Net Assets 2022: $11,854,6882022

Highlighted filing

2022

Assets$21,320,868
Liabilities$9,466,180
Net Assets$11,854,688
Open 2022 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$150M$100M$50M$0-$50MExpenses 2011: $61,518,4652011Expenses 2012: $58,940,4372012Expenses 2013: $65,546,7812013Revenue 2014: $83,668,040Expenses 2014: $77,108,415Net Income 2014: $6,559,6252014Revenue 2015: $87,704,834Expenses 2015: $87,887,612Net Income 2015: -$182,7782015Revenue 2016: $95,608,140Expenses 2016: $98,643,736Net Income 2016: -$3,035,5962016Revenue 2017: $109,268,164Expenses 2017: $109,203,916Net Income 2017: $64,2482017Revenue 2018: $141,023,298Expenses 2018: $125,028,540Net Income 2018: $15,994,7582018Revenue 2019: $128,817,193Expenses 2019: $132,946,069Net Income 2019: -$4,128,8762019Revenue 2020: $135,789,170Expenses 2020: $151,084,983Net Income 2020: -$15,295,8132020Revenue 2021: $137,707,756Expenses 2021: $131,242,856Net Income 2021: $6,464,9002021Revenue 2022: $150,822,083Expenses 2022: $153,239,838Net Income 2022: -$2,417,7552022

Highlighted filing

2022

Revenue$150,822,083
Expenses$153,239,838
Net Income-$2,417,755
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,320,868
Liabilities
$9,466,180
Net assets
$11,854,688
Revenue
$150,822,083
Expenses
$153,239,838
Net income
-$2,417,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$9.47$11.9$151$153$2.42
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$8.81$14.3$138$131$6.46
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$17.3$2.04$136$151$15.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.5$17.2$13.3$129$133$4.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$17.3$17.4$141$125$16.0
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$16.9$1.38$109$109$0.06
2016Detailed filing. Detailed filing data is available for this year.$17.2$15.9$1.32$95.6$98.6$3.04
2015Detailed filing. Detailed filing data is available for this year.$17.0$12.6$4.35$87.7$87.9$0.18
2014Detailed filing. Detailed filing data is available for this year.$17.1$12.5$4.54$83.7$77.1$6.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.75$11.8$2.02$65.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.56$16.5$7.89$58.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.73$16.8$8.11$61.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$365,195,201
Mission and Program Overview

Mission

Disburse payments to or on behalf of participants related to disability, survivorship and severance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$14,273,204$11,854,688▼ $2,418,516
Savings and Temporary Cash Investments$14,047,015$11,211,594▼ $2,835,421
Accounts Receivable$9,041,064$10,109,166▲ $1,068,102
Cash and Non-Interest-Bearing Accounts$113$108▼ $5
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$23,088,192$21,320,868▼ $1,767,324
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$8,814,988$9,466,180▲ $651,192
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$8,814,988$9,466,180▲ $651,192
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,273,204$11,854,688▼ $2,418,516
Total Liabilities and Net Assets / Fund Balance$23,088,192$21,320,868▼ $1,767,324
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
JP Morgan ChaseTrustee$858$858

Board Members and Trustees

NameTitle
Greg S TahvonenChair, Admin Comm; Member
Janet BrunkMember, Admin Committee
Mindy DavisonMember, Admin Committee
Jennifer ShayMember, Admin Subcommittee
Garrett ChaseMember, Investment Committee
Heather OstisMember, Investment Committee
Kelley ElliottMember, Investment Committee
Kenneth W MorgeMember, Investment Committee
Shawn ColeMember, Investment Committee
William C CarrollMember, Investment Committee

Highest Paid Contractors

ContractorServicesLocationCompensation
Sedgwick Claims Management ServicesClaims Administrator8125 Sedgwick Way, Memphis, TN 38125$7,003,084
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$150,791,889
Investment Income
$30,194
Other Revenue
$0
Change in Net Assets
$-2,417,755

Audited Revenue Reconciliation

Revenue per Audited Statements
$150,822,083
Revenue Not Reported on Form 990
$-761
Total Revenue per Audited Statements
$150,821,322
Total Revenue per Form 990
$150,822,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,224,804
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$144,015,034
Fees for Services Other---$9,185,565
Fees for Services Accounting---$39,239
Total Functional Expenses$0$0$0$153,239,838

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$153,239,838
Total Expenses per Audited Statements$153,239,838
Total Expenses per Form 990$153,239,838
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11B:

“The form 990 is completed each year by delta air lines, inc.'s corporate benefits department and their independent accountants. The department and the accountants enter all the information and gather the necessary files and schedules for support. The return goes through two levels of managerial review; and then the return is reviewed with the principal officer prior to signing the form.”

FORM 990, PART VI, SECTION C, LINE 19:

“The financial statements of the family-care disability and survivor trust are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Delta Family-Care Disability and
EIN
36-6751615
In Care Of
% DELTA AIR LINES INC CORP B
Phone
4047152600
Address
1030 DELTA BOULEVARD Suite 959, ATLANTA, GA 30354

Signing Officer

Name
Kelley Elliott
Title
VP, Total Rewards
Phone
4047152600
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelley Elliott
Formed
1982
Legal Domicile
Ga
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Bdo USA Llp
Address
200 OTTAWA AVE NW STE 300, GRAND RAPIDS, MI 49503
Preparer
Jacob Cook
Phone
6167747000
Supplemental Narrative

Financial Statement Notes

SCHEDULE D, PART X, LINE 2:

“The trust is intended to qualify pursuant to section 501(c)(9) of the code and accordingly, the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax exemption letter from the internal revenue service ("irs") dated february 10, 1988. The plan and trust have been amended since receiving the exemption letter. The plan and trust must operate in accordance with the code to maintain the trust's tax exempt status. The company believes that the plan and the trust, as amended, continue to qualify and to operate in accordance with applicable requirements of the code, therefore, no provision for income taxes has been included in the plan's financial statements. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 461 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum04047152600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01030 DELTA BLVD DEPT 837
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IRS990/ContractorCompensationGrp/CompensationAmt07003084
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MEMPHIS
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd038125
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0Sedgwick Claims Management Services
IRS990/ContractorCompensationGrp/ServicesDesc0Claims Administrator
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0144015034
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt030194
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IRS990/CYRevenuesLessExpensesAmt0-2417755
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IRS990/Form990PartVIISectionAGrp/PersonNm0JP Morgan Chase
IRS990/Form990PartVIISectionAGrp/PersonNm1Greg S Tahvonen
IRS990/Form990PartVIISectionAGrp/PersonNm2Janet Brunk
IRS990/Form990PartVIISectionAGrp/PersonNm3Mindy Davison
IRS990/Form990PartVIISectionAGrp/PersonNm4Kenneth W Morge
IRS990/Form990PartVIISectionAGrp/PersonNm5William C Carroll
IRS990/Form990PartVIISectionAGrp/PersonNm6Garrett Chase
IRS990/Form990PartVIISectionAGrp/PersonNm7Shawn Cole
IRS990/Form990PartVIISectionAGrp/PersonNm8Kelley Elliott
IRS990/Form990PartVIISectionAGrp/PersonNm9Heather Ostis
IRS990/Form990PartVIISectionAGrp/PersonNm10Jennifer Shay
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair, Admin Comm; Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Member, Admin Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Member, Admin Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Member, Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member, Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member, Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member, Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Member, Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Member, Investment Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Member, Admin Subcommittee
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE CODE AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") DATED FEBRUARY 10, 1988. THE PLAN AND TRUST HAVE BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER. THE PLAN AND TRUST MUST OPERATE IN ACCORDANCE WITH THE CODE TO MAINTAIN THE TRUST'S TAX EXEMPT STATUS. THE COMPANY BELIEVES THAT THE PLAN AND THE TRUST, AS AMENDED, CONTINUE TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE REQUIREMENTS OF THE CODE, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS COMPLETED EACH YEAR BY DELTA AIR LINES, INC.'S CORPORATE BENEFITS DEPARTMENT AND THEIR INDEPENDENT ACCOUNTANTS. THE DEPARTMENT AND THE ACCOUNTANTS ENTER ALL THE INFORMATION AND GATHER THE NECESSARY FILES AND SCHEDULES FOR SUPPORT. THE RETURN GOES THROUGH TWO LEVELS OF MANAGERIAL REVIEW; AND THEN THE RETURN IS REVIEWED WITH THE PRINCIPAL OFFICER PRIOR TO SIGNING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINANCIAL STATEMENTS OF THE FAMILY-CARE DISABILITY AND SURVIVOR TRUST ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19:
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