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Delta Family Care And Surv Tr

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$168M (2023)

Expenses
$171M (2023)

Total Assets
$19.5M (2023)

Total Liabilities
$10.6M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$167,879,128
Expenses
$170,781,031
Net Income
-$2,901,903
Net Assets
$8,953,527
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $167,441,085
99.7%
Investment Income $440,318
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,275
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,541,645
Total Liabilities $10,588,118
Net Assets $8,953,527
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Trustee) $405 $0 $0
Greg S Tahvonen Thru 012023 (Chair, Admin Comm; Member) $0 $0 $0
Kelley Elliott As Of 022023 (Chair, Admin Comm; Member) $0 $0 $0
Janet Brunk (Member, Admin Committee) $0 $0 $0
Mindy Davison (Member, Admin Committee) $0 $0 $0
Kenneth W Morge (Member, Investment Committee) $0 $0 $0
William C Carroll (Member, Investment Committee) $0 $0 $0
Garrett Chase (Member, Investment Committee) $0 $0 $0
Shawn Cole (Member, Investment Committee) $0 $0 $0
Heather Ostis (Member, Investment Committee) $0 $0 $0
Michelle Horn As Of 102022 (Member, Investment Committee) $0 $0 $0
Jennifer Shay (Member, Admin Subcommittee) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$150,822,083
Expenses
$153,239,838
Net Income
-$2,417,755
Net Assets
$11,854,688
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $150,791,889
100.0%
Investment Income $36,231
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,037
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,320,868
Total Liabilities $9,466,180
Net Assets $11,854,688
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Trustee) $858 $0 $0
Greg S Tahvonen (Chair, Admin Comm; Member) $0 $0 $0
Janet Brunk (Member, Admin Committee) $0 $0 $0
Mindy Davison (Member, Admin Committee) $0 $0 $0
Kenneth W Morge (Member, Investment Committee) $0 $0 $0
William C Carroll (Member, Investment Committee) $0 $0 $0
Garrett Chase (Member, Investment Committee) $0 $0 $0
Shawn Cole (Member, Investment Committee) $0 $0 $0
Kelley Elliott (Member, Investment Committee) $0 $0 $0
Heather Ostis (Member, Investment Committee) $0 $0 $0
Jennifer Shay (Member, Admin Subcommittee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$137,707,756
Expenses
$131,242,856
Net Income
$6,464,900
Net Assets
$14,273,204
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $137,697,883
100.0%
Investment Income $11,160
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,287
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,088,192
Total Liabilities $8,814,988
Net Assets $14,273,204
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Trustee) $441 $0 $0
Greg S Tahoven (Chair, Admin Comm; Member) $0 $0 $0
Janet Brunk (Member, Admin Committee) $0 $0 $0
Mindy Davison (Member, Admin Committee) $0 $0 $0
Vickie Strickland (Member, Admin Comm Thru 10.20) $0 $0 $0
Kenneth W Morge (Member, Investment Committee) $0 $0 $0
William C Carroll (Member, Investment Committee) $0 $0 $0
Garrett Chase (Member, Investment Committee) $0 $0 $0
Shawn Cole (Member, Investment Committee) $0 $0 $0
Paul Jacobson (Member, Invest Comm Thru 11.20) $0 $0 $0
Kelley Elliott (Member, Investment Committee) $0 $0 $0
Robert Kight (Member, Invest Comm Thru 2.21) $0 $0 $0
Heather Ostis (Member, Investment Committee) $0 $0 $0
Brandi Thomas (Member, Invest Comm Thru 11.20) $0 $0 $0
Sandy Meeks (Member Admin Subcom Thru 12.20) $0 $0 $0
Jennifer Shay (Member, Admin Subcommittee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$135,789,170
Expenses
$151,084,983
Net Income
-$15,295,813
Net Assets
-$2,042,456
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $135,522,303
99.8%
Investment Income $257,975
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,892
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,288,465
Total Liabilities $17,330,921
Net Assets -$2,042,456
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Trustee) $22,353 $0 $0
Gregory S Tahvonengregory S Tahvo (Chair, Admin Comm; Member,) $0 $0 $0
Mindy Davison (Member, Admin Committee) $0 $0 $0
Vickie Strickland (Member, Admin Committee) $0 $0 $0
Kenneth W Morge (Chair, Investment Committe) $0 $0 $0
William C Carroll (Member, Investment Committ) $0 $0 $0
Garrett L Chase (Member, Investment Committ) $0 $0 $0
Paul Jacobson (Member, Investment Committ) $0 $0 $0
Robert L Kight (Member, Investment Committ) $0 $0 $0
Craig M Meynard (Member, Investment Committ) $0 $0 $0
Brandi Thomas (Member, Investment Committ) $0 $0 $0
Heather Otis (Member, Investment Committ) $0 $0 $0
Sandy Meeks (Admin Subcommittee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$128,817,193
Expenses
$132,946,069
Net Income
-$4,128,876
Net Assets
$13,254,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $128,219,209
99.5%
Investment Income $576,413
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $21,571
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,494,859
Total Liabilities $17,239,992
Net Assets $13,254,867
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Trustee) $23,565 $0 $0
Gregory S Tahvonen (Chair, Admin Comm; Member,) $0 $0 $0
Mindy Davison (Member, Admin Committee) $0 $0 $0
Vickie Strickland (Member, Admin Committee) $0 $0 $0
Kenneth W Morge (Chair, Investment Committe) $0 $0 $0
William C Carroll (Member, Investment Committ) $0 $0 $0
Garrett L Chase (Member, Investment Committ) $0 $0 $0
Paul Jacobson (Member, Investment Committ) $0 $0 $0
Robert L Kight (Member, Investment Committ) $0 $0 $0
Craig M Meynard (Member, Investment Committ) $0 $0 $0
Brandi Thomas (Member, Investment Committ) $0 $0 $0
Heather Otis (Member, Investment Committ) $0 $0 $0
Sandy Meeks (Admin Subcommittee) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$141,023,298
Expenses
$125,028,540
Net Income
$15,994,758
Net Assets
$17,378,570
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $140,854,973
99.9%
Investment Income $166,600
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,725
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $34,712,434
Total Liabilities $17,333,864
Net Assets $17,378,570
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Trustee) $21,577 $0 $0
Christopher M Collins (Chair, Admin Comm; Member,) $0 $0 $0
Gregory S Tahvonen (Member, Admin Committee) $0 $0 $0
Lisa Blackmon (Member, Admin Committee) $0 $0 $0
Kenneth W Morge (Chair, Investment Committe) $0 $0 $0
William C Carroll (Member, Investment Committ) $0 $0 $0
Garrett L Chase (Member, Investment Committ) $0 $0 $0
Robert L Kight (Member, Investment Committ) $0 $0 $0
Craig M Meynard (Member, Investment Committ) $0 $0 $0
Bryan Treadway (Member, Investment Committ) $0 $0 $0
Brandi Thomas (Member, Investment Committ) $0 $0 $0
Sandy Meeks (Admin Subcommittee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$109,268,164
Expenses
$109,203,916
Net Income
$64,248
Net Assets
$1,384,514
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $109,187,246
99.9%
Investment Income $75,037
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,881
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,318,187
Total Liabilities $16,933,673
Net Assets $1,384,514
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Trustee) $15,695 $0 $0
Christopher M Collins (Chair, Admin Comm; Member,) $0 $0 $0
Gregory S Tahvonen (Member, Admin Committee) $0 $0 $0
Lisa Blackmon (Member, Admin Committee) $0 $0 $0
Kenneth W Morge (Chair, Investment Committe) $0 $0 $0
William C Carroll (Member, Investment Committ) $0 $0 $0
Garrett L Chase (Member, Investment Committ) $0 $0 $0
Robert L Kight (Member, Investment Committ) $0 $0 $0
Craig M Meynard (Member, Investment Committ) $0 $0 $0
Bryan Treadway (Member, Investment Committ) $0 $0 $0
Brandi Thomas (Member, Investment Committ) $0 $0 $0
Jeffery A Arinder (Member, Investment Committ) $0 $0 $0
Victoria Forbes Roberts (Member, Investment Committ) $0 $0 $0
Kiko K Harvey (Member, Investment Committ) $0 $0 $0
Sandy Meeks (Admin Subcommittee) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$95,608,140
Expenses
$98,643,736
Net Income
-$3,035,596
Net Assets
$1,317,283
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $95,580,250
100.0%
Investment Income $24,655
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,235
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,188,753
Total Liabilities $15,871,470
Net Assets $1,317,283
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Trustee) $19,817 $0 $0
Christopher M Collins (Chair, Admin Comm; Member,) $0 $0 $0
Gregory S Tahvonen (Member, Admin Committee) $0 $0 $0
Lisa Blackmon (Member, Admin Committee) $0 $0 $0
Kenneth W Morge (Chair, Investment Committe) $0 $0 $0
Jeffery A Arinder (Member, Investment Committ) $0 $0 $0
William C Carroll (Member, Investment Committ) $0 $0 $0
Garrett L Chase (Member, Investment Committ) $0 $0 $0
Victoria Forbes Roberts (Member, Investment Committ) $0 $0 $0
Kiko K Harvey (Member, Investment Committ) $0 $0 $0
Robert L Kight (Member, Investment Committ) $0 $0 $0
Craig M Meynard (Member, Investment Committ) $0 $0 $0
Sandy Meeks (Admin Subcommittee) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$87,704,834
Expenses
$87,887,612
Net Income
-$182,778
Net Assets
$4,352,909
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $87,584,727
99.9%
Investment Income $5,943
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $114,164
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,989,705
Total Liabilities $12,636,796
Net Assets $4,352,909
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Trustee) $18,788 $0 $0
Christopher M Collins (Member And Chairman, Admin Committee) $0 $0 $0
Gregory S Tahvonen (Member, Admin Committee) $0 $0 $0
Lisa Blackmon (Member, Admin Committee) $0 $0 $0
Kenneth W Morge (Member And Chair, Investment Committee) $0 $0 $0
Jeffery A Arinder (Member, Investment Committee) $0 $0 $0
William C Carroll (Member, Investment Committee) $0 $0 $0
Garrett L Chase (Member, Investment Committee) $0 $0 $0
Victoria Forbes Roberts (Member, Investment Committee) $0 $0 $0
Kiko K Harvey (Member, Investment Committee) $0 $0 $0
Robert L Kight (Member, Investment Committee) $0 $0 $0
Craig M Meynard (Member, Investment Committee) $0 $0 $0
Abbey Clark (Admin, Subcommittee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$83,668,040
Expenses
$77,108,415
Net Income
$6,559,625
Net Assets
$4,535,899
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $83,618,107
99.9%
Investment Income $7,563
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42,360
0.1%
Net Inventory Sales $0
Other Revenue $10
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,061,525
Total Liabilities $12,525,626
Net Assets $4,535,899
Compensation
Key Employees and Officers Compensation Related Other
Jp Morgan Chase (Trustee) $23,328 $0 $0
Robert L Kight (Chair, Admin Comm; Member, Inv Comm) $0 $0 $0
Christopher M Collins (Member, Admin Committee) $0 $0 $0
Gregory S Tahvonen (Member, Admin Committee) $0 $0 $0
Sandy M Wojnowski (Admin Subcommittee) $0 $0 $0
Kenneth W Morge (Chair And Member, Investment Committee) $0 $0 $0
Jeffery A Arinder (Member, Investment Committee) $0 $0 $0
William C Carroll (Member, Investment Committee) $0 $0 $0
Garrett L Chase (Member, Investment Committee) $0 $0 $0
Sandy P Gordon (Member, Investment Committee) $0 $0 $0
Kiko K Harvey (Member, Investment Committee) $0 $0 $0
Craig M Meynard (Member, Investment Committee) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,415,278
Expenses
$65,546,781
Net Income
$5,868,497
Net Assets
-$2,023,726
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $71,380,484
100.0%
Investment Income $1,059
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,776
0.0%
Net Inventory Sales $0
Other Revenue $6,959
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,750,097
Total Liabilities $11,773,823
Net Assets -$2,023,726

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$59,157,076
Expenses
$58,940,437
Net Income
$216,639
Net Assets
-$7,892,223
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,070,823
99.9%
Investment Income $1,761
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $84,492
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,559,009
Total Liabilities $16,451,232
Net Assets -$7,892,223

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$63,768,468
Expenses
$61,518,465
Net Income
$2,250,003
Net Assets
-$8,108,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $63,635,843
99.8%
Investment Income $1,894
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $130,731
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,730,080
Total Liabilities $16,838,942
Net Assets -$8,108,862

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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