Delta Dental of Minnesota Trust
Donations deductibleRevenue
$10.4m
year to 31 December 2024
Expenses
$12.4m
year to 31 December 2024
Total assets
$155.6m
$8.9m liabilities
Net assets
$146.7m
assets less liabilities
Directors and trustees
8
6.0 years on average
Staff
0
employees, year to 31 December 2024
Chair observed
≥5 yrs
Kimberly F Price
Left since last filing
3
38% of the board
Delta Dental of Minnesota Trust's network
8 people2 organisationsi8 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (14) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Kimberly F Price Chair | Chair | 2018 | 8 yrs |
| Bruce Templeton DMD | Treasurer | 2022 | 4 yrs |
| John Bluford III (also filed as John W Bluford) | Vice Chair | 2018 | 8 yrs |
| Kate Mortenson | Director | 2019 | 7 yrs |
| Lyndsay Bates DDS | Company secretary | 2023 | 3 yrs |
| Rodney A Young | CEO & Director | 2018 | 8 yrs |
| Stephanie A Albert | President & Director | 2022 | 4 yrs |
| Susan C Anderson | Director | 2023 | 3 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
10 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Carol M Houghtby Watson | VP, CAO, Asst Treasurer | since 2022 |
| James R Swanstrom DDS | Secretary (Through 12/2023) | 2023 |
| John R Howe | Sr Director, Foundation | 2023 |
| Joseph P Lally | Executive Director | since 2018 |
| Joseph P Lally Exec DIR | VP Govern. Relat. (To 9/2022) | 2022 |
| Michael W Howe | Treasurer (Through 12/2023) | 2023 |
| Nadia Martyn | VP, General Counsel, Assist. Secretary (Ins. Div.) | since 2022 |
| Sharon Oswald | AVP, DDMN Foundation & Comm | 2023 |
| Stephanie A Albert | VP & General Counsel/ Asst Secretary | since 2018 |
| Tamera K Robinson | SVP & CFO/Asst Treasurer | since 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Rodney A Young | CEO & Director | 0.2 | $0 | $3.6m | $58k |
| Stephanie A Albert | President & Director | 11.2 | $0 | $1.3m | $56k |
| Bruce Templeton DMD | Chair | 1 | $0 | $42k | $1k |
| Kimberly F Price | Treasurer | 1 | $0 | $94k | $1k |
| Lyndsay Bates DDS | Vice Chair | 0.5 | $0 | $39k | $2k |
| John W Bluford | Vice Chair (Term 09/2024) | 0.4 | $0 | $39k | $1k |
| Susan C Anderson | Director | 0.2 | $0 | $39k | $1k |
| Kate Mortenson | Secretary | 0.5 | $0 | $35k | |
| Tamera K Robinson | EVP & CFO, Stratacor | 0.4 | $0 | $1.9m | $39k |
| Carol M Houghtby Watson | Assistant Treasurer | 0.3 | $0 | $628k | $42k |
| Nadia Martyn | Assistant Secretary | 0.8 | $0 | $489k | $72k |
| Sharon Oswald | AVP, DDMN Foundation | 34.3 | $0 | $193k | $43k |
| John Howe | Sr Director, Foundation | 18.2 | $0 | $201k | $30k |
About
- Legal name
- Delta Dental of Minnesota Trust
- EIN
- 264482509
- Address
- 500 Washington Ave S Ste 2060, Minneapolis, MN, 55415-1163
- State
- Minnesota
- Mission
- Delta dental of minnesota foundation is committed to improving oral health, expanding access to dental care, and helping communities thrive across minnesota. (as filed on the Form 990)
- Activity (NTEE)
- E117 Health care
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Health Care
- Size band
- 9 (IRS master file code)
- Formed
- 2009
- Principal officer
- Rodney A Young (as named on the Form 990)
- IRS ruling date
- 1 August 2010
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedHOLDING COMPANYStratacorRelatedDENTAL SERVICE PLANSDelta Dental of MinnesotaRelatedDENTAL SERVICE PLANSDelta Dental of Nebraska
Longest observed on the filings
≥8years on the filingsKimberly F Price
≥8years on the filingsJohn Bluford III
≥8years on the filingsRodney A Young
≥7years on the filingsKate Mortenson
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $155.6m
- Total liabilities
- $8.9m
- Net assets or fund balances
- $146.7m
- Contributions and grants received
- $0
- Program service revenue
- $0
- Grants and similar paid out
- $11.1m
- Employees
- 0
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Native American Community Clinic | Dental clinic expansion project | $3m |
| Normandale Community College Foundation Inc | Center for interprofessional education in healthcare | $2m |
| Clinical Microbiomics As | Clinical research | $680k |
| Central Lakes College Foundation | Expanding dental workforce and access in central minnesota | $500k |
| Comprehensive Research Group Inc | Clinical research services | $494k |
| Anoka-Ramsey Community College | New dental assisting and dental hygiene programs | $350k |
| Century College Foundation | Dental hygiene program expansion | $350k |
| Rochester Community and Technical College | Rctc from dental simulation to service | $350k |
| Children's Health Care Foundation | Collective for community health innovation fund | $300k |
| Children's Dental Services | Expanding access to school-based preventive dental care across minnesota, expanded dental care in southwestern minnesota | $290k |
| Community Dental Care | Dentist recruitment and retention program, school-based sealant program, medical-dental integration program | $290k |
| Living Well Disability Services Inc | Accessible dental health care for individuals with disabilities | $200k |
| Metropolitan Area Agency on Aging Inc | Expanding dementia friendly dental practices | $200k |
| Minnesota Oral Health Coalition | Developing opportunities for oral health equity, expanded access, and education | $161k |
| Care Clinic | Expanding dental clinic capacity and dental care for children | $150k |
| Walker Methodist Foundation Dba Vivie Foundation | Senior living oral health program - phase ii | $130k |
| University of Minnesota Foundation | Scholarships for dental therapy students 2024-2027, m health fairview community oral health outreach program, advancing diversity in dentist | $125k |
| Minnesota Dental Foundation Inc | Donated dental services 2024-2025 | $90k |
| Minnesota State University Mankato | Scholarships for the dual-track dental hygiene/advanced dental therapy students 2024, dental clinic expansion project | $90k |
| Twin Cities Public Television Inc | Public education campaign 2024 | $87k |
| Special Olympics Minnesota Inc | Special smiles 2024, special smiles 2025-2026 | $75k |
| Minnesota Public Radio | Public education campaign 2024 | $68k |
| Mental Health Resources Inc | Comprehensive dental health initiative, dental health initiative for individuals with serious and persistent mental illness | $67k |
| Cosmosid Inc | Clinical research services - analysis | $54k |
| Children's Dental Health Services | School-based clinics and dental home for underserved children | $51k |