Civic Intelligence

Delta Account-Based Medical Trust

990 • Fiscal year 2016 • EIN 75-3261600

Jul 01, 2015 to Jun 30, 2016 • Filed on May 11, 2017

Organization ProfileWWW.DELTA.COM
1030 Delta Boulevard Department 216Atlanta, GA 30354

(404) 715-2600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

1.47x

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

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.09x

Higher debt load relative to revenue than 55% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Net Margin

47th percentile

0.9%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

35th percentile

$10,012

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Asset Growth

98th percentile

61%

Faster asset growth than 98% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

7.6%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$48,701,411

Up $18,492,240 (+61%) from 2015

Net Assets

Up

-$23,013,701

Up $7,064,087 (+23%) from 2015

Liabilities

Up

$71,715,112

Up $11,428,153 (+19%) from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin47th percentile

Revenue

Up

$783,575,171

Up $55,403,182 (+7.6%) from 2015

Expenses

Up

$776,511,084

Up $58,944,809 (+8.2%) from 2015

Net Income

Down

$7,064,087

Down $3,541,627 (-33%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0-$50MAssets 2010: $19,446,372Liabilities 2010: $40,798,035Net Assets 2010: -$21,351,6632010Assets 2011: $18,812,783Liabilities 2011: $42,895,481Net Assets 2011: -$24,082,6982011Assets 2012: $26,213,415Liabilities 2012: $55,421,608Net Assets 2012: -$29,208,1932012Assets 2013: $28,002,002Liabilities 2013: $60,620,361Net Assets 2013: -$32,618,3592013Assets 2014: $24,236,008Liabilities 2014: $64,919,510Net Assets 2014: -$40,683,5022014Assets 2015: $30,209,171Liabilities 2015: $60,286,959Net Assets 2015: -$30,077,7882015Assets 2016: $48,701,411Liabilities 2016: $71,715,112Net Assets 2016: -$23,013,7012016Assets 2017: $46,205,880Liabilities 2017: $64,680,654Net Assets 2017: -$18,474,7742017Assets 2018: $45,611,628Liabilities 2018: $74,073,940Net Assets 2018: -$28,462,3122018Assets 2019: $137,403,492Liabilities 2019: $77,780,576Net Assets 2019: $59,622,9162019Assets 2020: $118,311,492Liabilities 2020: $87,195,028Net Assets 2020: $31,116,4642020Assets 2021: $64,420,451Liabilities 2021: $2,116,810Net Assets 2021: $62,303,6412021Assets 2022: $62,882,362Liabilities 2022: $2,742,719Net Assets 2022: $60,139,6432022Assets 2023: $62,034,941Liabilities 2023: $6,191,544Net Assets 2023: $55,843,3972023Assets 2024: $54,295,772Liabilities 2024: $27,566,033Net Assets 2024: $26,729,7392024

Highlighted filing

2016

Assets$48,701,411
Liabilities$71,715,112
Net Assets-$23,013,701
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5B$1.0B$500M$0-$500MExpenses 2010: $411,971,1662010Expenses 2011: $552,851,2632011Expenses 2012: $637,006,9032012Revenue 2013: $658,785,583Expenses 2013: $662,195,749Net Income 2013: -$3,410,1662013Revenue 2014: $707,766,278Expenses 2014: $715,831,421Net Income 2014: -$8,065,1432014Revenue 2015: $728,171,989Expenses 2015: $717,566,275Net Income 2015: $10,605,7142015Revenue 2016: $783,575,171Expenses 2016: $776,511,084Net Income 2016: $7,064,0872016Revenue 2017: $821,995,126Expenses 2017: $817,456,691Net Income 2017: $4,538,4352017Revenue 2018: $856,976,604Expenses 2018: $866,965,297Net Income 2018: -$9,988,6932018Revenue 2019: $993,524,749Expenses 2019: $905,439,735Net Income 2019: $88,085,0142019Revenue 2020: $960,657,990Expenses 2020: $989,198,620Net Income 2020: -$28,540,6302020Revenue 2021: $922,711,944Expenses 2021: $975,380,938Net Income 2021: -$52,668,9942021Revenue 2022: $1,008,105,928Expenses 2022: $1,010,267,096Net Income 2022: -$2,161,1682022Revenue 2023: $1,056,373,627Expenses 2023: $1,060,674,480Net Income 2023: -$4,300,8532023Revenue 2024: $1,190,293,159Expenses 2024: $1,219,413,323Net Income 2024: -$29,120,1642024

Highlighted filing

2016

Revenue$783,575,171
Expenses$776,511,084
Net Income$7,064,087
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 11, 2017
Return Version
2015v3.0
Gross Receipts
$783,575,171
Mission and Program Overview

Mission

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

Disburse payments - see schedule o for additional explanationdisburse payments to or on behalf of participants related to medical, dental, mental health and prescription drugs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$29,189,604$33,855,029▲ $4,665,425
Savings and Temporary Cash Investments$19,567$14,846,382▲ $14,826,815
Cash and Non-Interest-Bearing Accounts$1,000,000$0▼ $1,000,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$-30,077,788$-23,013,701▲ $7,064,087
Total Assets$30,209,171$48,701,411▲ $18,492,240
Liabilities
Other Liabilities$56,772,309$68,003,183▲ $11,230,874
Accounts Payable and Accrued Expenses$3,514,650$3,711,929▲ $197,279
Total Liabilities$60,286,959$71,715,112▲ $11,428,153
Net Assets / Fund Balance
Total Net Assets Fund Balance$-30,077,788$-23,013,701▲ $7,064,087
Total Liabilities and Net Assets / Fund Balance$30,209,171$48,701,411▲ $18,492,240
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleBaseTotal
Sandy MeeksTrustee$10,012$10,012

Board Members and Trustees

NameTitle
Christopher M CollinsCHAIR, ADMIN COMM; MEMBER,
Kenneth W MorgeChair, Investment Committe
Gregory S TahvonenMember, Admin Committee
Lisa BlackmonMember, Admin Committee
-Member, Admin Subcommittee
Craig M MeynardMember, Investment Committ
Garrett L ChaseMember, Investment Committ
Jeffery a ArinderMember, Investment Committ
Kiko K HarveyMember, Investment Committ
Robert L KightMember, Investment Committ
Victoria Forbes RobertsMember, Investment Committ
William C CarrollMember, Investment Committ
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$783,561,298
Investment Income
$13,873
Other Revenue
$0
Change in Net Assets
$7,064,087

Audited Revenue Reconciliation

Revenue per Audited Statements
$783,575,171
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$783,575,171
Total Revenue per Form 990
$783,575,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,883,283
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$737,627,801--$737,627,801
Fees for Services Management-$38,851,271-$38,851,271
Fees for Services Accounting-$22,000-$22,000
Fees for Services Other-$10,012-$10,012
Total Functional Expenses$737,627,801$38,883,283$0$776,511,084

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$776,511,084
Expenses per Audited Statements$765,280,210
Total Expenses per Audited Statements$765,280,210
Expenses Not Reported on Financial Statements$11,230,874
Other Expense Adjustments$11,230,874
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Claims Payable$68,003,183
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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 11

“The form 990 is completed each year by delta air lines, inc.'s corporate benefits department and their independent auditors. The department and the auditors 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 account-based medical trust are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Delta Account-based Medical Trust
EIN
75-3261600
Phone
4047152600
Address
1030 DELTA BOULEVARD DEPARTMENT 216, ATLANTA, GA 30354

Signing Officer

Name
Greg Tahvonen
Title
VP - Total Rewards & It Hr
Phone
4047152600
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Tahvonen
Formed
2008
Legal Domicile
Ga
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Frazier & Deeter LLC
Address
1230 PEACHTREE STREET NE SUITE 1500, ATLANTA, GA 30309
Preparer
George Pope
Phone
4042537500
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2

“U.s. Gaap requires management to evaluate tax positions taken and recognize a tax liability (or asset) if an uncertain position has been taken that more likely than not would not be sustained upon examination by the irs. The plan sponsor has analyzed tax positions taken by the trust and has concluded that as of june 30, 2016, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Schedule D, Part XII, Line 4B

“The "other" amount is an adjustment to the total expenses and losses per the audited financial statements and is the difference between the current year and prior year incurred but not reported amounts. Benefits payable - current year 68,003,183 benefits payable - prior year -56,772,309 total to schedule d, part xii, line 4b 11,230,874”

Raw XML Appendix385 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/TitleTxt5MEMBER, INVESTMENT COMMITT
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0616933131
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1166628167
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0616933131
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1166628167
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0682073487
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02387
IRS990/PYOtherExpensesAmt035492788
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0728169602
IRS990/PYRevenuesLessExpensesAmt010605714
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0717566275
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0728171989
IRS990/ReconcilationRevenueExpnssAmt07064087
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0783561298
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019567
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014846382
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt011230874
IRS990ScheduleD/ExpensesSubtotalAmt0765280210
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesNotIncludedAmt011230874
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt068003183
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0783575171
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF AN UNCERTAIN POSITION HAS BEEN TAKEN THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN SPONSOR HAS ANALYZED TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT AS OF JUNE 30, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE "OTHER" AMOUNT IS AN ADJUSTMENT TO THE TOTAL EXPENSES AND LOSSES PER THE AUDITED FINANCIAL STATEMENTS AND IS THE DIFFERENCE BETWEEN THE CURRENT YEAR AND PRIOR YEAR INCURRED BUT NOT REPORTED AMOUNTS. BENEFITS PAYABLE - CURRENT YEAR 68,003,183 BENEFITS PAYABLE - PRIOR YEAR -56,772,309 TOTAL TO SCHEDULE D, PART XII, LINE 4B 11,230,874
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART XII, LINE 4B
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0776511084
IRS990ScheduleD/TotalLiabilityAmt068003183
IRS990ScheduleD/TotalRevenuePerForm990Amt0783575171
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0783575171
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0765280210
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS COMPLETED EACH YEAR BY DELTA AIR LINES, INC.'S CORPORATE BENEFITS DEPARTMENT AND THEIR INDEPENDENT AUDITORS. THE DEPARTMENT AND THE AUDITORS 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 ACCOUNT-BASED MEDICAL TRUST ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0DELTA AIR LINES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0580218548
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0AIR TRANSPORTATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0DELTA AIR LINES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01030 DELTA BOULEVARD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0ATLANTA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0GA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd0303541989
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt030209171
IRS990/TotalAssetsEOYAmt048701411
IRS990/TotalAssetsGrp/BOYAmt030209171
IRS990/TotalAssetsGrp/EOYAmt048701411
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038883283
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0737627801
IRS990/TotalFunctionalExpensesGrp/TotalAmt0776511084
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt060286959
IRS990/TotalLiabilitiesEOYAmt071715112
IRS990/TotalLiabilitiesGrp/BOYAmt060286959
IRS990/TotalLiabilitiesGrp/EOYAmt071715112
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-30077788
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-23013701
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0737627801
IRS990/TotalProgramServiceRevenueAmt0783561298
IRS990/TotalReportableCompFromOrgAmt010012
IRS990/TotalRevenueGrp/ExclusionAmt013873
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0783561298
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0783575171
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt030209171
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt048701411
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01030 DELTA BOULEVARD DEPARTMENT 216
IRS990/USAddress/CityNm0ATLANTA
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030354
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.DELTA.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG TAHVONEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP - TOTAL REWARDS & IT HR
ReturnHeader/BusinessOfficerGrp/PhoneNum04047152600
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELTA ACCOUNT-BASED MEDICAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0753261600
ReturnHeader/Filer/PhoneNum04047152600
ReturnHeader/Filer/USAddress/AddressLine1Txt01030 DELTA BOULEVARD DEPARTMENT 216
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030354
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581433845
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZIER & DEETER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01230 PEACHTREE STREET NE SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030309
ReturnHeader/PreparerPersonGrp/PhoneNum04042537500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE POPE
ReturnHeader/ReturnTs02017-05-11T12:39:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,701,411
Liabilities
$71,715,112
Net assets
-$23,013,701
Revenue
$783,575,171
Expenses
$776,511,084
Net income
$7,064,087
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$54.3$27.6$26.7$1,190$1,219$29.1
2023Detailed filing. Detailed filing data is available for this year.$62.0$6.19$55.8$1,056$1,061$4.30
2022Detailed filing. Detailed filing data is available for this year.$62.9$2.74$60.1$1,008$1,010$2.16
2021Detailed filing. Detailed filing data is available for this year.$64.4$2.12$62.3$923$975$52.7
2020Detailed filing. Detailed filing data is available for this year.$118$87.2$31.1$961$989$28.5
2019Detailed filing. Detailed filing data is available for this year.$137$77.8$59.6$994$905$88.1
2018Detailed filing. Detailed filing data is available for this year.$45.6$74.1$28.5$857$867$9.99
2017Detailed filing. Detailed filing data is available for this year.$46.2$64.7$18.5$822$817$4.54
2016Detailed filing. Detailed filing data is available for this year.$48.7$71.7$23.0$784$777$7.06
2015Detailed filing. Detailed filing data is available for this year.$30.2$60.3$30.1$728$718$10.6
2014Detailed filing. Detailed filing data is available for this year.$24.2$64.9$40.7$708$716$8.07
2013Summary only. Only limited summary data is available for this year.$28.0$60.6$32.6$659$662$3.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$55.4$29.2$637
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.8$42.9$24.1$553
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$40.8$21.4$412
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)9 • $250M-$1B nonprofits