Civic Intelligence

Delta Pilots Medical Trust

EIN 36-6791917 • 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 959Atlanta, GA 30354

www.delta.com

Siviq Scores

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

Liabilities / Assets

98th percentile

1.11x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.17x

Higher debt load relative to revenue than 75% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

14th percentile

-9.3%

Higher net margin than 14% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Revenue Growth

71st percentile

12%

Faster revenue growth than 71% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$11,011,396

Up $615,452 (+5.9%) from 2023

Liabilities

Up

$12,212,727

Up $11,917,617 (+4038%) from 2023

Net Assets

Down

-$1,201,331

Down $11,302,165 (-112%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin14th percentile

Revenue

Up

$70,848,420

Up $13,350,780 (+23%) from 2023

Expenses

Up

$77,441,123

Up $21,753,665 (+39%) from 2023

Net Income

Down

-$6,592,703

Down $8,402,885 (-464%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$15M$10M$5.0M$0-$5.0MAssets 2010: $4,353,219Liabilities 2010: $3,256,671Net Assets 2010: $1,096,5482010Assets 2011: $7,037,695Liabilities 2011: $3,208,472Net Assets 2011: $3,829,2232011Assets 2012: $8,133,987Liabilities 2012: $2,383,608Net Assets 2012: $5,750,3792012Assets 2013: $4,687,074Liabilities 2013: $3,647,378Net Assets 2013: $1,039,6962013Assets 2014: $5,748,989Liabilities 2014: $6,167,648Net Assets 2014: -$418,6592014Assets 2015: $8,286,460Liabilities 2015: $5,218,773Net Assets 2015: $3,067,6872015Assets 2016: $8,888,545Liabilities 2016: $4,230,201Net Assets 2016: $4,658,3442016Assets 2017: $8,341,940Liabilities 2017: $6,344,013Net Assets 2017: $1,997,9272017Assets 2018: $7,836,620Liabilities 2018: $4,468,029Net Assets 2018: $3,368,5912018Assets 2019: $9,546,926Liabilities 2019: $6,377,695Net Assets 2019: $3,169,2312019Assets 2020: $8,963,807Liabilities 2020: $4,345,429Net Assets 2020: $4,618,3782020Assets 2021: $11,809,300Liabilities 2021: $173,508Net Assets 2021: $11,635,7922021Assets 2022: $8,505,920Liabilities 2022: $214,825Net Assets 2022: $8,291,0952022Assets 2023: $10,395,944Liabilities 2023: $295,110Net Assets 2023: $10,100,8342023Assets 2024: $11,011,396Liabilities 2024: $12,212,727Net Assets 2024: -$1,201,3312024

Highlighted filing

2024

Assets$11,011,396
Liabilities$12,212,727
Net Assets-$1,201,331
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$100M$50M$0-$50MExpenses 2010: $29,335,7302010Expenses 2011: $38,715,7522011Expenses 2012: $36,549,5092012Expenses 2013: $36,556,8842013Revenue 2014: $45,183,748Expenses 2014: $46,642,103Net Income 2014: -$1,458,3552014Revenue 2015: $48,667,468Expenses 2015: $45,181,122Net Income 2015: $3,486,3462015Revenue 2016: $46,066,822Expenses 2016: $44,476,165Net Income 2016: $1,590,6572016Revenue 2017: $51,688,241Expenses 2017: $54,349,881Net Income 2017: -$2,661,6402017Revenue 2018: $53,900,484Expenses 2018: $52,529,725Net Income 2018: $1,370,7592018Revenue 2019: $52,270,843Expenses 2019: $52,471,040Net Income 2019: -$200,1972019Revenue 2020: $50,981,328Expenses 2020: $49,535,467Net Income 2020: $1,445,8612020Revenue 2021: $54,034,784Expenses 2021: $51,184,181Net Income 2021: $2,850,6032021Revenue 2022: $56,022,531Expenses 2022: $59,364,981Net Income 2022: -$3,342,4502022Revenue 2023: $57,497,640Expenses 2023: $55,687,458Net Income 2023: $1,810,1822023Revenue 2024: $70,848,420Expenses 2024: $77,441,123Net Income 2024: -$6,592,7032024

Highlighted filing

2024

Revenue$70,848,420
Expenses$77,441,123
Net Income-$6,592,703
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,011,396
Liabilities
$12,212,727
Net assets
-$1,201,331
Revenue
$70,848,420
Expenses
$77,441,123
Net income
-$6,592,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.0$12.2$1.20$70.8$77.4$6.59
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.30$10.1$57.5$55.7$1.81
2022Detailed filing. Detailed filing data is available for this year.$8.51$0.21$8.29$56.0$59.4$3.34
2021Detailed filing. Detailed filing data is available for this year.$11.8$0.17$11.6$54.0$51.2$2.85
2020Detailed filing. Detailed filing data is available for this year.$8.96$4.35$4.62$51.0$49.5$1.45
2019Detailed filing. Detailed filing data is available for this year.$9.55$6.38$3.17$52.3$52.5$0.20
2018Detailed filing. Detailed filing data is available for this year.$7.84$4.47$3.37$53.9$52.5$1.37
2017Detailed filing. Detailed filing data is available for this year.$8.34$6.34$2.00$51.7$54.3$2.66
2016Detailed filing. Detailed filing data is available for this year.$8.89$4.23$4.66$46.1$44.5$1.59
2015Detailed filing. Detailed filing data is available for this year.$8.29$5.22$3.07$48.7$45.2$3.49
2014Detailed filing. Detailed filing data is available for this year.$5.75$6.17$0.42$45.2$46.6$1.46
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$3.65$1.04$36.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.13$2.38$5.75$36.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.04$3.21$3.83$38.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.35$3.26$1.10$29.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$134,820,916
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
Accounts Receivable$4,190,724$6,912,791▲ $2,722,067
Savings and Temporary Cash Investments$5,121,666$4,098,605▼ $1,023,061
Cash and Non-Interest-Bearing Accounts$1,083,554$0▼ $1,083,554
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--
Investments Program Related$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--
Rtn Earn Endowment Incm Other Fnds$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
Cap Stk Tr Prin Current Funds$10,100,834$-1,201,331▼ $11,302,165
Total Assets$10,395,944$11,011,396▲ $615,452
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$295,110$12,212,727▲ $11,917,617
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$295,110$12,212,727▲ $11,917,617
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,100,834$-1,201,331▼ $11,302,165
Total Liabilities and Net Assets / Fund Balance$10,395,944$11,011,396▲ $615,452
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Jp Morgan ChaseTrustee$8,000$8,000

Board Members and Trustees

NameTitle
Kelley ElliottCHAIR, ADMIN COMMITTEE; MEMBER
Janet BrunkMember, Admin Committee
Jennifer ShayMember, Admin Committee
Mindy DavisonMember, Admin Committee
Garrett ChaseMember, Investment Committee
Kenneth W MorgeMember, Investment Committee
Michelle HornMember, Investment Committee
William C CarrollMember, Investment Committee
Hearther TardifMember, Investment Committee (as of 01/2024)
Heather OstisMember, Investment Committee (thru 01/2024)
Shawn ColeMember, Investment Committee (thru 02/2024)

Highest Paid Contractors

ContractorServicesLocationCompensation
Quantum HealthContract Admin5240 BLAZER PARKWAY, Dublin, OH 43017$905,958
United Medical Resources (umr)Contract Admin11 SCOTT ST, Wausau, WI 54403$809,199
Delta DentalContract AdminPO BOX 1809, Alpharetta, GA 30023$107,966
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$70,522,304
Investment Income
$326,116
Other Revenue
$0
Change in Net Assets
$-6,592,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,522,721
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---$70,918,402
Fees for Services Other---$4,111,716
Other Expenses---$2,371,469
Fees for Services Accounting---$39,536
Total Functional Expenses$0$0$0$77,441,123
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
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
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 4 Significant changes to organizational documents

“Effective january 1, 2024, the delta pilots high-deductible health plan adopted the delta pilots medical trust as the funding vehicle for that plan.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“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, Line 19 Required documents available to the public

“The financial statements of the delta pilots medical trust are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Delta Pilots Medical Trust
EIN
36-6791917
Phone
4047152600
Address
1030 DELTA BOULEVARD 959, ATLANTA, GA 30354

Signing Officer

Name
Kelley Elliott
Title
VP, Hr Services and Total Rewards
Phone
4047152600
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Ga
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Bdo USA
Address
200 OTTAWA AVE NW STE 300, GRAND RAPIDS, MI 49503-2426
Preparer
Kelly Raquet
Phone
6167747000
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“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 443 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER, INVESTMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER, INVESTMENT COMMITTEE (AS OF 01/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER, INVESTMENT COMMITTEE (THRU 01/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER, ADMIN COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR, ADMIN COMMITTEE; MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER, INVESTMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER, INVESTMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER, ADMIN COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER, INVESTMENT COMMITTEE (THRU 02/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER, INVESTMENT COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER, ADMIN COMMITTEE
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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 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 FIN 48 (ASC 740) footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE JANUARY 1, 2024, THE DELTA PILOTS HIGH-DEDUCTIBLE HEALTH PLAN ADOPTED THE DELTA PILOTS MEDICAL TRUST AS THE FUNDING VEHICLE FOR THAT PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2THE FINANCIAL STATEMENTS OF THE DELTA PILOTS MEDICAL TRUST ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 4 Significant changes to organizational documents
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19 Required documents available to the public
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