Delta Family-care and Surv Tr
501(c)(9)
94% goes to programs Thin reserves Growing revenue
Delta Family-care and Surv Tr is a 501(c)(9) organization based in Atlanta, Georgia, registered in 1988, with $198,064,043 in FY2023 revenue. CharityIndex grades it B, and it directs about 94% of spending to programs.
1030 Delta Blvd, Atlanta, GA, 30354 EIN 36-6751615 Since 1988
Revenue (FY2023)
$198.1M
▲ 18.0% vs prior year
Expenses (FY2023)
$199.7M
Net assets
$7.3M
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
C+Program efficiency40% of the rating94% 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 Family-care and Surv Tr: 94% to programs earns a C+ on this criterion. See the exact thresholds →
CFinancial health25% of the rating0 mo reserves · -1% 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 Family-care and Surv Tr: 0 mo reserves · -1% 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 Family-care and Surv 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 Family-care and Surv 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 disability, survivorship and severance.
Contact & location
Financial trends
Revenue grew from $83.7M (FY2013) to $198.1M (FY2023) across 11 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $13.4MNet assets $7.3M
Operating margin
-0.8%
Spent more than it raised in the latest fiscal year.
Total assets
$20.7M
Total liabilities
$13.4M
Net assets
$7.3M
Salaries & benefits
$0
0% of expenses
Board members
9
9 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $198,064,043▲18.0% | $199,674,615▲16.9% | $7,342,975▼18.0% | $20,746,961▲6.2% | 990 |
| 2022 | $167,879,128▲11.3% | $170,781,031▲11.4% | $8,953,527▼24.5% | $19,541,645▼8.3% | 990 |
| 2021 | $150,822,083▲9.5% | $153,239,838▲16.8% | $11,854,688▼16.9% | $21,320,868▼7.7% | 990 |
| 2020 | $137,707,756▲1.4% | $131,242,856▼13.1% | $14,273,204▲799% | $23,088,192▲51.0% | 990 |
| 2019 | $135,789,170▲5.4% | $151,084,983▲13.6% | -$2,042,456▼115% | $15,288,465▼49.9% | 990 |
| 2018 | $128,817,193▼8.7% | $132,946,069▲6.3% | $13,254,867▼23.7% | $30,494,859▼12.2% | 990 |
| 2017 | $141,023,298▲29.1% | $125,028,540▲14.5% | $17,378,570▲1155% | $34,712,434▲89.5% | 990 |
| 2016 | $109,268,164▲14.3% | $109,203,916▲10.7% | $1,384,514▲5.1% | $18,318,187▲6.6% | 990 |
| 2015 | $95,608,140▲9.0% | $98,643,736▲12.2% | $1,317,283▼69.7% | $17,188,753▲1.2% | 990 |
| 2014 | $87,704,834▲4.8% | $87,887,612▲14.0% | $4,352,909▼4.0% | $16,989,705▼0.4% | 990 |
| 2013 | $83,668,040 | $77,108,415▲17.6% | $4,535,899▲324% | $17,061,525▲75.0% | 990 |
| 2012 | — | $65,546,781▲11.2% | -$2,023,726▲74.4% | $9,750,097▲13.9% | 990 |
| 2011 | — | $58,940,437▼4.2% | -$7,892,223▲2.7% | $8,559,009▼2.0% | 990 |
| 2010 | — | $61,518,465▲3.6% | -$8,108,862▲21.7% | $8,730,080▲202% | 990 |
| 2009 | — | $59,379,261 | -$10,359,307 | $2,891,150 | 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 — $480 (0.00% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Jp Morgan Chase | Trustee | 1 | $480 |
| 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 |
|---|---|---|
| Sedgwick Claims Managment | Claims Administrator | $12,339,242 |
Frequently asked questions
- Is Delta Family-care and Surv Tr a legitimate nonprofit?
- Yes. Delta Family-care and Surv Tr is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 36-6751615, based in Atlanta, Georgia.
- What is Delta Family-care and Surv Tr's EIN?
- Delta Family-care and Surv Tr's Employer Identification Number (EIN) is 36-6751615.
- How much revenue does Delta Family-care and Surv Tr report?
- Delta Family-care and Surv Tr reported $198,064,043 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- How much of Delta Family-care and Surv Tr's spending goes to programs?
- Delta Family-care and Surv Tr spends about 94% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Delta Family-care and Surv Tr have?
- CharityIndex grades Delta Family-care and Surv Tr B, based on program efficiency and fundraising cost.
- How much does Delta Family-care and Surv Tr's highest-paid employee make?
- The highest reported compensation on Delta Family-care and Surv Tr's latest Form 990 is $480, paid to Jp Morgan Chase (Trustee).
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Data for Delta Family-care and Surv Tr (EIN 36-6751615) 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.