Delta Account Based Medical Tr
95% goes to programs Thin reserves Growing revenue
Delta Account Based Medical Tr is a 501(c)(9) organization based in Atlanta, Georgia, registered in 2009, with $1,190,293,159 in FY2023 revenue. CharityIndex grades it B, and it directs about 95% of spending to programs.
1030 Delta Boulevard 959, Atlanta, GA, 30354 EIN 75-3261600 Since 2009
Revenue (FY2023)
$1.2B
▲ 12.7% vs prior year
Membership median: $185K
Expenses (FY2023)
$1.2B
Net assets
$26.7M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 4 of 4 criteria.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →A+Program efficiency40% of the rating95% to programs
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Delta Account Based Medical Tr: 95% to programs earns a A+ on this criterion. See the exact thresholds →
CFinancial health25% of the rating0 mo reserves · -2% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Delta Account Based Medical Tr: 0 mo reserves · -2% margin earns a C on this criterion. See the exact thresholds →
AGovernance25% of the rating5 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Delta Account Based Medical Tr: 5 of 6 checks met earns a A on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Delta Account Based Medical Tr: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
Disburse payments to or on behalf of participants related to medical, dental, mental health and prescription drugs.
Contact & location
- Address
- 1030 Delta Boulevard 959, Atlanta, GA, 30354
- City
- Atlanta
- State
- Georgia
- Category
- Mutual & Membership Benefit
- Subcategory
- Fraternal Societies
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $707.8M (FY2013) to $1.2B (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $27.6MNet assets $26.7M
Operating margin
-2.4%
Spent more than it raised in the latest fiscal year.
Total assets
$54.3M
Total liabilities
$27.6M
Net assets
$26.7M
Salaries & benefits
$0
0% of expenses
Board members
9
9 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $1,190,293,159▲12.7% | $1,219,413,323▲15.0% | $26,729,739▼52.1% | $54,295,772▼12.5% | 990 |
| 2022 | $1,056,373,627▲4.8% | $1,060,674,480▲5.0% | $55,843,397▼7.1% | $62,034,941▼1.3% | 990 |
| 2021 | $1,008,105,928▲9.3% | $1,010,267,096▲3.6% | $60,139,643▼3.5% | $62,882,362▼2.4% | 990 |
| 2020 | $922,711,944▼4.0% | $975,380,938▼1.4% | $62,303,641▲100% | $64,420,451▼45.6% | 990 |
| 2019 | $960,657,990▼3.3% | $989,198,620▲9.3% | $31,116,464▼47.8% | $118,311,492▼13.9% | 990 |
| 2018 | $993,524,749▲15.9% | $905,439,735▲4.4% | $59,622,916▲309% | $137,403,492▲201% | 990 |
| 2017 | $856,976,604▲4.3% | $866,965,297▲6.1% | -$28,462,312▼54.1% | $45,611,628▼1.3% | 990 |
| 2016 | $821,995,126▲4.9% | $817,456,691▲5.3% | -$18,474,774▲19.7% | $46,205,880▼5.1% | 990 |
| 2015 | $783,575,171▲7.6% | $776,511,084▲8.2% | -$23,013,701▲23.5% | $48,701,411▲61.2% | 990 |
| 2014 | $728,171,989▲2.9% | $717,566,275▲0.2% | -$30,077,788▲26.1% | $30,209,171▲24.6% | 990 |
| 2013 | $707,766,278 | $715,831,421▲8.1% | -$40,683,502▼24.7% | $24,236,008▼13.4% | 990 |
| 2012 | — | $662,195,749▲4.0% | -$32,618,359▼11.7% | $28,002,002▲6.8% | 990 |
| 2011 | — | $637,006,903▲15.2% | -$29,208,193▼21.3% | $26,213,415▲39.3% | 990 |
| 2010 | — | $552,851,263▲34.2% | -$24,082,698▼12.8% | $18,812,783▼3.3% | 990 |
| 2009 | — | $411,971,166 | -$21,351,663 | $19,446,372 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2023)
Highest-paid: Jp Morgan Chase — $8,000 (0.00% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Jp Morgan Chase | Trustee | 1 | $8,000 |
| Garrett Chase | Member, Investment Committee | 1 | — |
| Hearther Tardif | Member, Investment Committee (as of 01/2024) | 1 | — |
| Heather Ostis | Member, Investment Committee (thru 01/2024) | 1 | — |
| Janet Brunk | Member, Admin Committee | 1 | — |
| Jennifer Shay | Member, Admin Subcommittee | 1 | — |
| Kelley Elliott | Chair, Admin Committee; Member | 1 | — |
| Kenneth W Morge | Member, Investment Committee | 1 | — |
| Michelle Horn | Member, Investment Committee | 1 | — |
| Mindy Davison | Member, Admin Committee | 1 | — |
| Shawn Cole | Member, Investment Committee (thru 02/2024) | 1 | — |
| William C Carroll | Member, Investment Committee | 1 | — |
Top vendors & contractors (FY2023)
| Contractor | Services | Paid |
|---|---|---|
| Quantum | Contract Admin | $21,557,625 |
| United Medical Resources (umr) | Contract Admin | $21,388,893 |
| Sharecare | Contract Admin | $4,184,181 |
| Delta Dental | Contract Admin | $2,978,487 |
| Cvs Caremark | Contract Admin | $1,716,136 |
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Compare Delta Account Based Medical Tr
Frequently asked questions
- Is Delta Account Based Medical Tr a legitimate nonprofit?
- Yes. Delta Account Based Medical Tr is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 75-3261600, based in Atlanta, Georgia.
- What is Delta Account Based Medical Tr's EIN?
- Delta Account Based Medical Tr's Employer Identification Number (EIN) is 75-3261600.
- How much revenue does Delta Account Based Medical Tr report?
- Delta Account Based Medical Tr reported $1,190,293,159 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much of Delta Account Based Medical Tr's spending goes to programs?
- Delta Account Based Medical Tr spends about 95% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Delta Account Based Medical Tr have?
- CharityIndex grades Delta Account Based Medical Tr B, based on program efficiency and fundraising cost.
- How much does Delta Account Based Medical Tr's highest-paid employee make?
- The highest reported compensation on Delta Account Based Medical Tr's latest Form 990 is $8,000, paid to Jp Morgan Chase (Trustee).
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Data for Delta Account Based Medical Tr (EIN 75-3261600) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.