Delta Account Based Medical TR
Delta Account Based Medical TR's network
10 people5 organisationsi10 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (10). Violet dotted lines (42) 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
10 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.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 10 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 |
|---|---|---|---|
| Greg S Tahvonen Thru 012023 Chair | Chair, Admin Comm; Member | 2023 | 3 yrs |
| Kelley Elliott as of 022023 Chair | Chair, Admin Comm; Member | 2023 | 3 yrs |
| Garrett L Chase (also filed as Garrett Chase) | Member, Investment Committee | 2018 | 8 yrs |
| Heather Ostis | Member, Investment Committee | 2021 | 5 yrs |
| Janet Brunk | Member, Admin Committee | 2021 | 5 yrs |
| Kenneth W Morge | Member, Investment Committee | 2018 | 8 yrs |
| Mindy Davison | Member, Admin Committee | 2019 | 7 yrs |
| Michelle Horn as of 102022 | Member, Investment Committee | 2023 | 3 yrs |
| Shawn Cole | Member, Investment Committee | 2021 | 5 yrs |
| William C Carroll | Member, Investment Committee | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 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 |
|---|---|---|
| Jennifer Shay | Member, Admin Subcommittee | since 2021 |
| Sandy Meeks | Member Admin Subcom thru 12.20 | since 2018 |
Pay and hours
year to 30 June 2025iFrom 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 |
|---|---|---|---|---|---|
| Jp Morgan Chase | Trustee | 1 | $10k | ||
| Kelley Elliott | Chair, Admin Committee; Member, Investment Committee | 1 | $0 | ||
| Kenneth W Morge | Chair, Investment Committee; Member | 1 | $0 | ||
| Eric Phillips | Member, Investment Committee (As of 2/25) | 1 | $0 | ||
| Garrett Chase | Member, Investment Committee (Thru 9/24) | 1 | $0 | ||
| Heather Tardif | Member, Investment Committee | 1 | $0 | ||
| Janet Brunk | Member, Admin Committee | 1 | $0 | ||
| Liz Stanton | Member, Investment Committee (As of 10/24) | 1 | $0 | ||
| Michelle Horn | Member, Investment Committee | 1 | $0 | ||
| Mindy Davidson | Member, Admin Committee (Thru 2/25) | 1 | $0 | ||
| Robert Heilmann | Member, Admin Committee (As of 2/25) | 1 | $0 | ||
| William C Carroll | Member, Investment Committee | 1 | $0 | ||
| Jennifer Shay | Member, Admin Subcommittee | 1 | $0 |
About
- Legal name
- Delta Account Based Medical Tr
- EIN
- 753261600
- Address
- 1030 Delta Boulevard 959, Atlanta, GA, 30354-1989
- State
- Georgia
- Mission
- Disburse payments to or on behalf of participants related to medical, dental, mental health and prescription drugs. (as filed on the Form 990)
- Activity (NTEE)
- Y43 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 8 (IRS master file code)
- Formed
- 2008
- IRS ruling date
- 1 May 2009
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
Most connected
Longest observed on the filings
≥8years on the filingsGarrett L Chase
≥8years on the filingsKenneth W Morge
≥8years on the filingsWilliam C Carroll
≥7years on the filingsMindy Davison
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $45.1m
- Total liabilities
- $38m
- Net assets or fund balances
- $7.1m
- Contributions and grants received
- $0
- Program service revenue
- $1.3bn
- Employees
- 0