Civic Intelligence

Delta Family Care Medical Trust

EIN 36-6791916 • 501(c)9 • Atlanta, GA

Profile

Disburse payments to or on behalf of participants related to medical, dental, mental health and prescription drugs.

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

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

74th percentile

23%

Higher net margin than 74% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$8,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

97th percentile

73%

Faster asset growth than 97% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-3.9%

Faster revenue growth than 23% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$3,501,753

Up $209,496 (+6.4%) from 2021

Liabilities

Down

$33,436

Down $48,145 (-59%) from 2021

Net Assets

Up

$3,468,317

Up $257,641 (+8.0%) from 2021

Operations
Liabilities / Revenue39th percentileNet Margin74th percentile

Revenue

Down

$6,713,465

Down $796,476 (-11%) from 2021

Expenses

Down

$6,455,292

Down $1,298,143 (-17%) from 2021

Net Income

Up

$258,173

Up $501,667 (+206%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$30M$20M$10M$0-$10MAssets 2010: $12,655,839Liabilities 2010: $16,040,658Net Assets 2010: -$3,384,8192010Assets 2011: $4,259,011Liabilities 2011: $13,917,051Net Assets 2011: -$9,658,0402011Assets 2012: $23,957,105Liabilities 2012: $5,743,708Net Assets 2012: $18,213,3972012Assets 2013: $15,560,013Liabilities 2013: $4,580,878Net Assets 2013: $10,979,1352013Assets 2015: $5,350,267Liabilities 2015: $4,438,732Net Assets 2015: $911,5352015Assets 2017: $5,164,234Liabilities 2017: $1,360,356Net Assets 2017: $3,803,8782017Assets 2018: $4,395,897Liabilities 2018: $1,588,354Net Assets 2018: $2,807,5432018Assets 2020: $3,498,854Liabilities 2020: $896,284Net Assets 2020: $2,602,5702020Assets 2021: $3,292,257Liabilities 2021: $81,581Net Assets 2021: $3,210,6762021Assets 2022: $3,501,753Liabilities 2022: $33,436Net Assets 2022: $3,468,3172022

Highlighted filing

2022

Assets$3,501,753
Liabilities$33,436
Net Assets$3,468,317
Open 2022 Filing

Operations Trend

Revenue Growth23rd percentile

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

$100M$50M$0-$50MExpenses 2010: $99,721,9932010Expenses 2011: $81,055,9642011Expenses 2012: $58,254,3152012Expenses 2013: $51,983,0582013Revenue 2015: $34,475,718Expenses 2015: $33,227,699Net Income 2015: $1,248,0192015Revenue 2017: $19,091,467Expenses 2017: $19,272,703Net Income 2017: -$181,2362017Revenue 2018: $14,385,492Expenses 2018: $15,381,777Net Income 2018: -$996,2852018Revenue 2020: $10,249,885Expenses 2020: $9,852,732Net Income 2020: $397,1532020Revenue 2021: $7,509,941Expenses 2021: $7,753,435Net Income 2021: -$243,4942021Revenue 2022: $6,713,465Expenses 2022: $6,455,292Net Income 2022: $258,1732022

Highlighted filing

2022

Revenue$6,713,465
Expenses$6,455,292
Net Income$258,173
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
$3,501,753
Liabilities
$33,436
Net assets
$3,468,317
Revenue
$6,713,465
Expenses
$6,455,292
Net income
$258,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.50$0.03$3.47$6.71$6.46$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.08$3.21$7.51$7.75$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$0.90$2.60$10.2$9.85$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$1.59$2.81$14.4$15.4$1.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.16$1.36$3.80$19.1$19.3$0.18
2015Detailed filing. Detailed filing data is available for this year.$5.35$4.44$0.91$34.5$33.2$1.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$4.58$11.0$52.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$5.74$18.2$58.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$13.9$9.66$81.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$16.0$3.38$99.7
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
$12,179,493
Mission and Program Overview

Mission

Disburse payments to or on behalf of participants related to medical, dental, mental health and prescription drugs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,210,676$3,468,317▲ $257,641
Savings and Temporary Cash Investments$2,507,866$2,905,326▲ $397,460
Accounts Receivable$784,391$596,427▼ $187,964
Cash and Non-Interest-Bearing Accounts$0$0→ $0
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$3,292,257$3,501,753▲ $209,496
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$81,581$33,436▼ $48,145
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$81,581$33,436▼ $48,145
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,210,676$3,468,317▲ $257,641
Total Liabilities and Net Assets / Fund Balance$3,292,257$3,501,753▲ $209,496
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleBaseTotal
JP Morgan ChaseTrustee$10,000$10,000

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
United HealthcareContract Admin9900 Bren Rd E, Minnetonka, MN 55343$208,059
AetnaContract Admin151 Farmington Ave, Hartford, CT 06156$148,077
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,706,899
Investment Income
$6,566
Other Revenue
$0
Change in Net Assets
$258,173

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,713,465
Revenue Not Reported on Form 990
$-532
Total Revenue per Audited Statements
$6,712,933
Total Revenue per Form 990
$6,713,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,504,876
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---$4,950,416
Fees for Services Other$0$0$0$1,464,549
Fees for Services Accounting---$40,327
Total Functional Expenses$0$0$0$6,455,292

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,455,292
Total Expenses per Audited Statements$6,455,292
Total Expenses per Form 990$6,455,292
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 medical trust are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Delta Family Care Medical Trust
EIN
36-6791916
In Care Of
% DELTA AIR LINES INC
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
1984
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

Additional Explanations

Form 990 Part IX Line 11G

“Description:service fees total fees:1102833”

Form 990 Part IX Line 11G

“Description:plan admin fees total fees:353268”

Form 990 Part IX Line 11G

“Description:trustee fees total fees:10000”

Form 990 Part IX Line 11G

“Description:other fees total fees:-1552”

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 has 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 as amended, and the trust, 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 481 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt081581
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt033436
IRS990/AccountsReceivableGrp/BOYAmt0784391
IRS990/AccountsReceivableGrp/EOYAmt0596427
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt04950416
IRS990/BooksInCareOfDetail/PersonNm0DELTA AIR LINES INC
IRS990/BooksInCareOfDetail/PhoneNum04047152600
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01030 DELTA BLVD DEPT 837
IRS990/BooksInCareOfDetail/USAddress/CityNm0ATLANTA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd030354
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03210676
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03468317
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0208059
IRS990/ContractorCompensationGrp/CompensationAmt1148077
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt09900 Bren Rd E
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1151 Farmington Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MINNETONKA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1HARTFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055343
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd106156
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0United Healthcare
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1Aetna
IRS990/ContractorCompensationGrp/ServicesDesc0Contract Admin
IRS990/ContractorCompensationGrp/ServicesDesc1Contract Admin
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt04950416
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06566
IRS990/CYOtherExpensesAmt01504876
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt06706899
IRS990/CYRevenuesLessExpensesAmt0258173
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt06455292
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06713465
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt040327
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt01464549
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
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
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-593
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05465435
IRS990/GrossReceiptsAmt012179493
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07159
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt07159
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0GA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05466028
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt03210676
IRS990/NetAssetsOrFundBalancesEOYAmt03468317
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-593
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0-593
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-532
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KELLEY ELLIOTT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06039250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1667649
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06039250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1667649
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt06210461
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02861
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01542974
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07507080
IRS990/PYRevenuesLessExpensesAmt0-243494
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07753435
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07509941
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0258173
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02507866
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02905326
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt06455292
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-532
IRS990ScheduleD/RevenueNotReportedAmt0-532
IRS990ScheduleD/RevenueSubtotalAmt06713465
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 HAS 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 AS AMENDED, AND THE TRUST, 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt06455292
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt06713465
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06712933
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06455292
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 MEDICAL TRUST ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION:SERVICE FEES TOTAL FEES:1102833
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION:PLAN ADMIN FEES TOTAL FEES:353268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION:TRUSTEE FEES TOTAL FEES:10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION:OTHER FEES TOTAL FEES:-1552
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART IX LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0580218548
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0AIR TRANSPORT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0DELTA AIR LINES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01030 DELTA BLVD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ATLANTA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0303541989
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $10M-$25M nonprofits