Civic Intelligence

Shell Oil Dental Assistance Plan

EIN 74-6290614 • 501(c)9 • Des Moines, IA

Des Moines, IA
Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $25M-$50M nonprofits • Source year 2023

Net Margin

12th percentile

-13%

Higher net margin than 12% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$8,800

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2023

Asset Growth

9th percentile

-31%

Faster asset growth than 9% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-5.0%

Faster revenue growth than 17% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$7,818,002

Down $3,541,954 (-31%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$7,818,002

Down $3,541,954 (-31%) from 2022

Operations
Liabilities / Revenue21st percentileNet Margin12th percentile

Revenue

Down

$26,565,726

Down $1,387,591 (-5.0%) from 2022

Expenses

Up

$30,107,330

Up $1,667,363 (+5.9%) from 2022

Net Income

Down

-$3,541,604

Down $3,054,954 (-628%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$15M$10M$5.0M$0Assets 2010: $2,942,540Liabilities 2010: $0Net Assets 2010: $2,942,5402010Assets 2011: $2,119,945Liabilities 2011: $0Net Assets 2011: $2,119,9452011Assets 2012: $2,410,360Liabilities 2012: $0Net Assets 2012: $2,410,3602012Assets 2013: $2,411,518Liabilities 2013: $0Net Assets 2013: $2,411,5182013Assets 2014: $4,173,985Liabilities 2014: $0Net Assets 2014: $4,173,9852014Assets 2015: $2,465,887Liabilities 2015: $0Net Assets 2015: $2,465,8872015Assets 2016: $3,297,897Liabilities 2016: $0Net Assets 2016: $3,297,8972016Assets 2017: $3,663,477Liabilities 2017: $0Net Assets 2017: $3,663,4772017Assets 2018: $4,766,315Liabilities 2018: $0Net Assets 2018: $4,766,3152018Assets 2019: $5,367,302Liabilities 2019: $0Net Assets 2019: $5,367,3022019Assets 2020: $10,856,431Liabilities 2020: $0Net Assets 2020: $10,856,4312020Assets 2021: $11,886,850Liabilities 2021: $0Net Assets 2021: $11,886,8502021Assets 2022: $11,359,956Liabilities 2022: $0Net Assets 2022: $11,359,9562022Assets 2023: $7,818,002Liabilities 2023: $0Net Assets 2023: $7,818,0022023

Highlighted filing

2023

Assets$7,818,002
Liabilities$0
Net Assets$7,818,002
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2010: $24,723,776Expenses 2010: $23,643,253Net Income 2010: $1,080,5232010Revenue 2011: $24,078,312Expenses 2011: $24,900,907Net Income 2011: -$822,5952011Revenue 2012: $27,781,640Expenses 2012: $27,491,105Net Income 2012: $290,5352012Revenue 2013: $28,238,033Expenses 2013: $28,237,046Net Income 2013: $9872013Revenue 2014: $30,425,075Expenses 2014: $28,662,583Net Income 2014: $1,762,4922014Revenue 2015: $29,496,930Expenses 2015: $31,204,565Net Income 2015: -$1,707,6352015Revenue 2016: $32,279,968Expenses 2016: $31,447,168Net Income 2016: $832,8002016Revenue 2017: $31,080,354Expenses 2017: $30,711,807Net Income 2017: $368,5472017Revenue 2018: $31,342,755Expenses 2018: $30,244,187Net Income 2018: $1,098,5682018Revenue 2019: $31,313,375Expenses 2019: $30,712,388Net Income 2019: $600,9872019Revenue 2020: $31,421,051Expenses 2020: $25,931,922Net Income 2020: $5,489,1292020Revenue 2021: $30,530,213Expenses 2021: $29,500,041Net Income 2021: $1,030,1722021Revenue 2022: $27,953,317Expenses 2022: $28,439,967Net Income 2022: -$486,6502022Revenue 2023: $26,565,726Expenses 2023: $30,107,330Net Income 2023: -$3,541,6042023

Highlighted filing

2023

Revenue$26,565,726
Expenses$30,107,330
Net Income-$3,541,604
Open 2023 Filing

Filings

Most recent year

2023 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$7,818,002
Liabilities
$0
Net assets
$7,818,002
Revenue
$26,565,726
Expenses
$30,107,330
Net income
-$3,541,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.82$0.00$7.82$26.6$30.1$3.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$28.0$28.4$0.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$0.00$11.9$30.5$29.5$1.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$31.4$25.9$5.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.00$5.37$31.3$30.7$0.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.00$4.77$31.3$30.2$1.10
2017Summary only. Only limited summary data is available for this year.$3.66$0.00$3.66$31.1$30.7$0.37
2016Summary only. Only limited summary data is available for this year.$3.30$0.00$3.30$32.3$31.4$0.83
2015Summary only. Only limited summary data is available for this year.$2.47$0.00$2.47$29.5$31.2$1.71
2014Summary only. Only limited summary data is available for this year.$4.17$0.00$4.17$30.4$28.7$1.76
2013Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$28.2$28.2$0.00
2012Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$27.8$27.5$0.29
2011Summary only. Only limited summary data is available for this year.$2.12$0.00$2.12$24.1$24.9$0.82
2010Summary only. Only limited summary data is available for this year.$2.94$0.00$2.94$24.7$23.6$1.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 3, 2024
Return Version
2023v5.0
Gross Receipts
$26,565,726
Mission and Program Overview

Mission

Provides dental benefits to members designated to beneficiaries as defined in section 419

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$11,359,956--
Savings and Temporary Cash Investments$11,359,956$7,818,002▼ $3,541,954
Rtn Earn Endowment Incm Other Fnds-$7,818,002-
Total Assets$11,359,956$7,818,002▼ $3,541,954
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,359,956$7,818,002▼ $3,541,954
Total Liabilities and Net Assets / Fund Balance$11,359,956$7,818,002▼ $3,541,954
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
Marvin E OdumTrustee$8,800$8,800

Board Members and Trustees

NameTitle
Julian DalzellPresident
Cynthia a DeereVice President
-Assistant Secretary
Candid WoframAssistant Secretary
Hector a PindeaAssistant Secretary
John M EsquivelAssistant Secretary
Stephen J PaulAssistant Secretary
Lynn S BorgmeierController
T T ColesSenior VP
William C LowrySenior VP
A M NolteTreasurer
Bp MalnakVP Finance
Richard S MennitiVP Government Affairs
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,016,169
Investment Income
$540,833
Other Revenue
$8,724
Change in Net Assets
$-3,541,604
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,423,478
Salaries, Compensation, and Employee Benefits$8,800
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$28,675,052--$28,675,052
Fees for Services Management$516,477--$516,477
Current Officers, Directors, Trustees, and Key Employees$8,800--$8,800
Other Expenses$8,724--$8,724
Total Functional Expenses$30,107,330$0$0$30,107,330
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The sole trustee receives and reviews the form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The organization complies with the same policy and enforcement as its trustee”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Shell Oil Dental Assistance Plan
EIN
74-6290614
Phone
6025620883
Address
PO BOX 10316, DES MOINES, IA 50306

Signing Officer

Name
-
Title
Trustee
Phone
6025620883
Signed
2024-04-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Principal Financial Group
Formed
2002
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Part IV, Line 12B

“The organization was included in a consolidated independent audited financial statement, but did not obtain a separate, independent audited financial statement for the year. Therefore, the organization opts out of completing schedule d, parts xi, xii and xiii”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj: ($351.84), rounding: $2”

Raw XML Appendix355 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/Form990PartVIISectionAGrp/TitleTxt2SENIOR VP
IRS990/Form990PartVIISectionAGrp/TitleTxt3SENIOR VP
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP FINANCE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WAS INCLUDED IN A CONSOLIDATED INDEPENDENT AUDITED FINANCIAL STATEMENT, BUT DID NOT OBTAIN A SEPARATE, INDEPENDENT AUDITED FINANCIAL STATEMENT FOR THE YEAR. THEREFORE, THE ORGANIZATION OPTS OUT OF COMPLETING SCHEDULE D, PARTS XI, XII AND XIII
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE TRUSTEE RECEIVES AND REVIEWS THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION COMPLIES WITH THE SAME POLICY AND ENFORCEMENT AS ITS TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUAL FUND TIMING ADJ: ($351.84), ROUNDING: $2
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-06T15:01:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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