2022-11-15T17:31:22+00:00 2021-12-31 346565596 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 021165072 990 2021-01-01 463674034 Dentaquest Care Group Inc DENT 6178861000 465 MEDFORD STREET BOSTON MA 021291454 SEAN BOYNES DMD PRESIDENT / DIRECTOR 6178861000 2022-11-15 true GREGORY P WINN 999009999 Mike A Cincotta P01595811 6172662000 2021 2022-09-23 18:48:47Z SEAN BOYNES DMD 465 MEDFORD STREET BOSTON MA 021291454 0 false X N/A X 2013 MA DENTAQUEST CARE GROUP, INC. DEVELOPS, MANAGES, AND IMPROVES COST-EFFECTIVE QUALITY DENTAL HEALTHCARE AND ACCESS TO UNDERSERVED COMMUNITIES. 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 35 0 0 0 0 6859216 5370130 6859251 5370130 -6859251 -5370130 7317826 2518678 1312832 15868 6004994 2502810 DENTAQUEST CARE GROUP, INC. AIMS TO DEVELOP, MANAGE, AND IMPROVE SYSTEMS FOR COST-EFFECTIVE AND QUALITY DENTAL HEALTHCARE. DENTAQUEST CARE GROUP, INC. OPERATES TO INCREASE ACCESS OF CARE AND IMPROVE THE OVERAL HEALTH OF ALL PERSONS, REGARDLESS OF INCOME, GEOGRAPHY OR OTHER ADVANTAGE. false false 4300123 DURING THE REPORTING YEAR, DENTAQUEST CARE GROUP, INC. DEVELOPED, MANAGED AND IMPROVED COST-EFFECTIVE QUALITY DENTAL HEALTHCARE AND ACCESS THERE TO THROUGH ITS THREE TAX-EXEMPT SUBSIDIARIES, WHICH PROVIDED SERVICES DIRECTLY TO THE POOR. DENTAQUEST CARE GROUP, INC. IS ORGANIZED EXCLUSIVELY TO SUPPORT CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE,INC.]. DENTAQUEST CARE GROUP, INC. AIMS TO DEVELOP, MANAGE AND IMPROVE SYSTEMS FOR COST-EFFECTIVE AND QUALITY-FOCUSED DENTAL HEALTH CARE. DENTAQUEST CARE GROUP, INC. OPERATES TO INCREASE ACCESS OF CARE AND IMPROVE THE OVERALL HEALTH OF ALL PERSONS, REGARDLESS OF INCOME, STATUS, GEOGRAPHY OR OTHER ADVANTAGE. 4300123 true false false false false false false false false false false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false true true true false false false true 0 0 0 false false false false false false false false false false true false X 3 0 true false false false true true true true true false false true true true true false false false false false MA X DENISE MARKS 6178861000 465 MEDFORD STREET BOSTON MA 021291454 Denise Marks Treasurer [3/10/21 - 12/31/21] 0.5 40.5 X X 0 443061 10627 Sean Boynes DMD President / Director [3/10/21 - 12/31/21] 10.0 30.0 X X 0 383481 34307 Myechia Minter-Jordan MD MBA Director 0.5 40.5 X 0 1134155 33986 Gregory P Winn Asst. Treasurer [3/10/21 - 12/31/21] / Treasurer [1/1/21 - 3/10/21] 0.5 40.5 X 0 450498 37977 James P Hawkins Clerk [1/1/21-3/10/21] 0.5 39.5 X 0 666018 899908 Patricia Ma Clerk [3/10/21 - 12/31/21] 0.5 40.5 X 0 296715 9995 Todd R Cruse President [1/1/21 - 3/10/21] 10.0 30.0 X 0 1014563 48838 Courtney Ransom SVP- Chief Ethics & Compliance Officer-Dentaquest 0.5 39.5 X 0 511372 269946 David Abelman EVP- Chief Legal Officer - DentaQuest 0.5 39.5 X 0 1148335 1308573 Dennis J Leonard President & CEO - Delta Dental 0.5 39.5 X 0 1109702 27916 Sheryl L Traylor EVP -HR -Dentaquest - (Retired) 0.5 39.5 X 0 898538 3194 Steven J Pollock President-Dentaquest 0.5 39.5 X 0 4038183 7819645 Jeffrey C Brown Former Treasurer 0.0 0.0 X 0 521876 1321 0 12616497 10506233 0 true true false 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 37 29 8 0 0 0 0 0 0 5349996 4279997 1069999 EXCISE TAX 20097 20097 0 0 0 0 5370130 4300123 1070007 0 37030 742117 0 0 0 0 0 0 0 0 0 0 0 0 7280796 1776561 7317826 2518678 0 0 1312832 15868 1312832 15868 X 6004994 2502810 6004994 2502810 7317826 2518678 X -5370130 1867946 X false true X true false X X X 1 CAREQUEST INSTITUTE FOR ORAL HEALTH INC 384016550 9 true 0 0 1 0 0 true true true true true false false false false false false false false false false false false true false Schedule A, Part I, Line 12g(v) SUPPORTED ORGANIZATIONS DENTAQUEST CARE GROUP, INC. (DQCG) PROVIDES SUPPORT IN THE FORM OF OVERSEEING DENTAL CARE DELIVERY SERVICES TO CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE, INC.] WHICH HELPS CAREQUEST ACCOMPLISH ITS MISSION OF IMPROVINNG THE ORAL HEALTH OF ALL. MONETARY SUPPORT IS NOT REQUIRED TO QUALIFY AS A SUPPORTING ORGANIZATION. Schedule A, Part IV, Section A, Line 2 Supported Org. Without IRS Status 509(a)1 or (2) DENTAQUEST CARE GROUP'S SUPPORTED ORGANIZATION, CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE, INC.] HAS BEEN RECOGNIZED BY THE IRS AS TAX-EMEMPT UNDER IRC SECTION 501(C)(4), AND AS A RESULT, DOES NOT HAVE AN IRS DETERMINATION LETTER INDICATING IT MEETS THE PUBLIC SUPPORT TEST OF SEC 509(A)(2). SUBSEQUENT TO THE YEAR ENEDED DECEMBER 31, 2021, CAREQUEST INTERNALLY CALCULATED ITS 5 YEAR PUBLIC SUPPORT PERCENTAGE UNDER THE REGULATIONS FOR SECTION 509(A)(2) AND DETERMINED THAT CAREQUEST EXCEEDS THE 33 1/3% PUBLIC PERCENTAGE AND QUALIFIES AS PUBLICLY SUPPORTED UNDER SEC 509(A)(2). Schedule A, Part IV, Section A, Line 3b Qualified Under 501C(4)(5) Or (6) DENTAQUEST CARE GROUP'S SUPPORTED ORGANIZATION, CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE, INC.] HAS BEEN RECOGNIZED BY THE IRS AS TAX-EMEMPT UNDER IRC SECTION 501(C)(4), AND AS A RESULT, DOES NOT HAVE AN IRS DETERMINATION LETTER INDICATING IT MEETS THE PUBLIC SUPPORT TEST OF SEC 509(A)(2). SUBSEQUENT TO THE YEAR ENEDED DECEMBER 31, 2021, CAREQUEST INTERNALLY CALCULATED ITS 5 YEAR PUBLIC SUPPORT PERCENTAGE UNDER THE REGULATIONS FOR SECTION 509(A)(2) AND DETERMINED THAT CAREQUEST EXCEEDS THE 33 1/3% PUBLIC PERCENTAGE AND QUALIFIES AS PUBLICLY SUPPORTED UNDER SEC 509(A)(2). Schedule A, Part IV, Section A, Line 3c Support To Org. Used Exclusively Sec. 170(c)(2)(B) Purposes DENTAQUEST CARE GROUP, INC. DELIVERED ALL SERVICES DIRECTLY TO CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE, INC.] AND TRANSFERRED NO MONETARY SUPPORT, SO DENTAQUEST CARE GROUP, INC. CONTROLLED ALL ASPECTS OF THE SERVICE DELIVERY AND ENSURED THAT THE SUPPORT WAS USED FOR CHARITABLE PURPOSES. INVESTMENT IN SUBSIDIARIES 1776561 INTERCOMPANY BALANCE WITH DQ, LLC 0 1776561 OTHER TAXES PAYABLE 15638 INVESTMENT IN SUBSIDIARIES 0 INTERCOMPANY BALANCE WITH DQ, LLC 230 15868 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE FASB ISSUE ASU 2019-12, INCOME TAXES (TOPIC 740) - SIMPLIFYING THE ACCOUNTING FOR INCOME TAXES, WHICH WILL ELIMINATE SEVERAL ACCOUNTING EXCEPTIONS RELATED TO INCOME TAXES, AS WELL AS INTRODUCE ADDITIONAL REQUIREMENTS WITHIN TOPIC 740. ASU 2019-12 IS EFFECTIVE FOR NONPUBLIC BUSINESS ENTITIES FOR FISCAL YEARS BEGINNING AFTER DECEMBER 15, 2021, WITH EARLY ADOPTION PERMITTED. THE ELIMINATED EXCEPTIONS AND ADDITIONAL REQUIREMENTS DO NOT CURRENTLY RELATE TO ACTIVITIES UNDERTAKEN BY THE COMPANY, SO THE COMPANY HAS DETERMINED THAT ADOPTING THIS NEW STANDARD IS NOT EXPECTED TO HAVE A FINANCIAL IMPACT. THE COMPANY DETERMINES WHETHER A TAX POSITION OF THE COMPANY IS MORE LIKLEY THAN NOT TO BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OF LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. FOR TAX POSITIONS MEETING THE MORE LIKLEY THAN NOT THRESHOLD, THE TAX AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS REDUCED BY THE LARGEST BENEFIT THAT HAS A GREATER THAN FIFTY PERCENT LIKELIHOOD OF BEING REALIZED UPON THE ULTIMATE SETTLEMENT WITH THE RELEVANT TAXING AUTHORITY. true false false false false false false false false Denise Marks Treasurer [3/10/21 - 12/31/21] 0 392508 0 50553 0 0 0 9216 0 1411 0 453688 0 0 Sean Boynes DMD President / Director [3/10/21 - 12/31/21] 0 270323 0 113158 0 0 0 32999 0 1308 0 417788 0 0 Myechia Minter-Jordan MD MBA Director 0 563527 0 570628 0 0 0 33397 0 589 0 1168141 0 0 Jeffrey C Brown Former Treasurer 0 10736 0 15052 0 496088 0 739 0 582 0 523197 0 496088 James P Hawkins Clerk [1/1/21-3/10/21] 0 279662 0 259156 0 127200 0 898837 0 1071 0 1565926 0 127200 Todd R Cruse President [1/1/21 - 3/10/21] 0 380325 0 274238 0 360000 0 47427 0 1411 0 1063401 0 0 Gregory P Winn Asst. Treasurer [3/10/21 - 12/31/21] / Treasurer [1/1/21 - 3/10/21] 0 243894 0 98604 0 108000 0 36696 0 1281 0 488475 0 108000 Patricia Ma Clerk [3/10/21 - 12/31/21] 0 296548 0 167 0 0 0 9500 0 495 0 306710 0 0 Steven J Pollock President-Dentaquest 0 895805 0 1402378 0 1740000 0 7818234 0 1411 0 11857828 0 1740000 David Abelman EVP- Chief Legal Officer - DentaQuest 0 408398 0 289937 0 450000 0 1307400 0 1173 0 2456908 0 450000 Dennis J Leonard President & CEO - Delta Dental 0 445054 0 314648 0 350000 0 26876 0 1040 0 1137618 0 350000 Sheryl L Traylor EVP -HR -Dentaquest - (Retired) 0 0 0 0 0 898538 0 3058 0 136 0 901732 0 898538 Courtney Ransom SVP- Chief Ethics & Compliance Officer-Dentaquest 0 299770 0 151602 0 60000 0 268603 0 1343 0 781318 0 60000 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE OFFICER'S COMPENSATION IS ESTABLISHED BY A RELATED ORGANIZATION, CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE, INC.] THROUGH THE USE OF A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORMS 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. Schedule J, Part I, Line 4a Severance or change-of-control payment SHERYL L. TRAYLOR RECEIVED SEVERANCE IN THE AMOUNT OF $298,538 AND JEFFREY C. BROWN RECEIVED SEVERANCE IN THE AMOUNT OF $322,088. THIS AMOUNT IS INCLUDED IN BOTH INDIVIDUALS' COMPENSATION ON SCHEDULE J, PART II. Schedule J, Part II SCHEDULE J, PART II COMPENSATION PAID BY RELATED ORGANIZATION: SCHEDULE J, PART II INCLUDES INDIVIDUALS THAT ARE PAID BY DENTAQUEST, LLC, A RELATED ORGANIZATION, BUT PERFORM SERVICES FOR BOTH DENTAQUEST, LLC AND DENTAQUEST CARE GROUP, INC., THE FILING ORGANIZATION. AS REPORTED IN PART VII, SECTION A, COLUMN (B), NONE OF THESE INDIVIDUALS DEVOTES MORE THAN 4.5 HOURS PER WEEK TO DENTAQUEST CARE GROUP INC. ADDITIONALLY, ALL OF THE BONUS AND INCENTIVE COMPENSATION REPORTED IN PART II IS SOLELY RELATED TO WORK PERFORMED FOR, AND PAID BY, DENTAQUEST, LLC. THE COMPENSATION RECEIVED BY THE BOARD MEMBERS LISTED IN PART VII OF THE ORGANIZATION'S FORM 990 IS FOR SERVICES RENDERED TO CATALYST INSTITUTE, INC. NO BOARD MEMBER RECEIVES COMPENSATION FOR SERVING AS A BOARD MEMBER OF DENTAQUEST CARE GROUP, INC. Schedule J, Part II, Column (B)(ii) BONUS PAYMENTS COLUMN B(II) ON SCHEDULE J PART II INCLUDES BONUSES EARNED AND ACCRUED DURING 2020, BUT PAID IN 2021. Schedule J, Part II, Column (B)(iii) OTHER REPORTABLE COMPENSATION COLUMN B(III) OTHER REPORTABLE COMPENSATION REPRESENTS LONG-TERM INCENTIVE COMPENSATION EXPENSE EARNED PRIOR TO 2021, BUT PAID DURING 2021. Schedule J, Part II, Column (C) DEFERRED COMPENSATION COLUMN C ON SCHEDULE J PART II INCLUDES LONG-TERM INCENTIVE COMPENSATION AND PENSION AMOUNTS EARNED DURING 2021 BUT PAID IN FUTURE YEARS. Form 990, Part VI, Line 13 WHISTLEBLOWER AND DOCUMENT RETENTION POLICES THE BOARD OF DENTAQUEST CARE GROUP, INC. HAS NOT FORMALLY ADOPTED A WHISTLEBLOWER OR DOCUMENT RETENTION POLICIES. HOWEVER, DENTAQUEST CARE GROUP, INC. FOLLOWS WHISTLEBLOWER AND DOCUMENT RETENTION POLICIES OF CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE, INC.], ITS PARENT ORGANIZATION. IN DECEMBER 2015, THE BOARD OF DENTAL SERVICE OF MASSACHUSETTS, INC. FORMALLY DELEGATED BOARD AUTHORITY TO APPROVE POLICIES TO ITS COMPLIANCE COMMITTEE, WHICH FORMALLY APPROVED A WHISTLEBLOWER POLICY IN JUNE 2016. Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMPENSATION CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE, INC.] THE SOLE MEMBER OF DENTAQUEST CARE GROUP, INC., HANDLES THE RESPONSIBILITY OF DETERMINING COMPENSATION FOR DENTAQUEST CARE GROUP'S OFFICERS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Sean Boynes - Business relationship, Todd R. Cruse - Business relationship, DENISE MARKS - Business relationship, GREGORY P. WINN - Business relationship, PATRICIA MA - Business relationship, JAMES P. HAWKINS - Business relationship, DR. MYECHIA MINTER-JORDAN - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE, INC.] IS THE SOLE MEMBER OF DENTAQUEST CARE GROUP, INC. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBER OF THE ORGANIZATION ELECTS THE DIRECTORS AND MAY REMOVE DIRECTORS OF THE ORGANIZATION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE, INC.] THE MEMBER, MAY VOTE TO AMEND THE BYLAWS Form 990, Part VI, Line 11b Review of form 990 by governing body MEMBERS OF THE EXTERNAL TAX FIRM (CURRENTLY ERNST & YOUNG U.S., LLP) INITIALLY DISCUSS, PREPARE AND REVIEW THE FORM 990 RETURN WITH MANAGEMENT. MANAGEMENT REVIEWS THE FORM 990 FOR ACCURACY AND COMPLETENESS AND PROVIDES COMMENTS TO THE PREPARER. ONCE THE RETURN IS FULLY ANALYZED AND PREPARED, A COPY IS DISTRIBUTED TO THE BOARD OF DIRECTORS IN ADVANCE OF A SPECIFIC MEETING. A COPY OF THE FINAL FORM 990 IS SENT TO THE FULL BOARD AND OFFICERS BEFORE IT IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy MONITORING THE ORGANIZATION'S CONFLICT OF INTEREST POLICY PROVIDES THAT ANNUALLY, EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL SIGN A QUESTIONNAIRE AFFIRMING THAT SUCH PERSON RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, READ AND UNDERSTANDS THE POLICY AND AGREES TO COMPLY WITH THE POLICY. ADDITIONALLY, THE SIGNED QUESTIONNAIRE AFFIRMS THAT THE PERSON UNDERSTANDS DENTAQUEST CARE GROUP, INC. IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, DENTAQUEST CARE GROUP, INC. MUST ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. ENFORCEMENT IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. WHO IS COVERED? THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. LEVEL OF DETERMINATION AND REVIEW OF CONFLICTS IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER PRESENTATION OF A POTENTIAL TRANSACTION OR ARRANGEMENT IS MADE BY AN INTERESTED PERSON, THE REMAINING DISINTERESTED BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE TRANSACTION OR ARRANGEMENT IN QUESTION. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE IF DENTAQUEST CARE GROUP, INC. CAN OBTAIN, WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, THE GOVERNING BOARD OR COMMITTEE SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. RESTRICTIONS PLACED ON CONFLICTED PERSONS IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. Form 990, Part VI, Line 19 Required documents available to the public WE FILE A MASSACHUSETTS FORM PC WITH AN ATTACHED FORM 990. THE FORM PC IS FILED WITH THE ATTORNEY GENERAL'S OFFICE AND IS AVAILABLE FOR INSPECTION BY ANY OF THE INTERESTED PUBLIC. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BYLAWS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances EQUITY INCOME IN SUBSIDIARIES - 4766890; CAPITAL CONTRIBUTION FROM AFFILIATES - 11749996; DISTRIBUTIONS TO CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. - -13680990; CHANGE IN VALUE DUE TO CAREQUEST INSTITUTE, INC. [RETAINED EARNINGS] - -6430716; CHANGE IN APIC - 7147676; COMMON STOCKS ISSUED - -1684910; ADVANTAGE CONSULTING SERVICES LLC 442 SW UMATILLA AVE STE 200 REDMOND OR 97756 263981408 CARE DELIVERY OR DQ GROUP ADVANTAGE DENTAL SVCS LLC 442 SW UMATILLA AVE STE 200 REDMOND OR 97756 931195386 CARE DELIVERY OR DQ GROUP DENTAQUEST OF ARIZONA LLC 465 MEDFORD STREET BOSTON MA 02129 113692025 DENTAL SVCS WI 8976956 DQ GROUP DENTAQUEST OF GEORGIA LLC 465 MEDFORD STREET BOSTON MA 02129 141885493 DENTAL SVCS WI -222992 DQ GROUP DENTAQUEST OF ILLINOIS INC 465 MEDFORD STREET BOSTON MA 02129 421529687 DENTAL SVCS WI 14858952 DQ GROUP DENTAQUEST OF KENTUCKY LLC 465 MEDFORD STREET BOSTON MA 02129 141885490 DENTAL SVCS WI 3330017 DQ GROUP DENTAQUEST OF MARYLAND INC 465 MEDFORD STREET BOSTON MA 02129 810567214 DENTAL SVCS WI 51144 DQ GROUP DENTAQUEST OF MINNESOTA LLC 465 MEDFORD STREET BOSTON MA 02129 562356445 DENTAL SVCS WI 4396173 DQ GROUP DENTAQUEST OF NEW JERSEY LLC 465 MEDFORD STREET BOSTON MA 02129 562356433 DENTAL SVCS WI 1221016 DQ GROUP DENTAQUEST OF NEW MEXICO LLC 465 MEDFORD STREET BOSTON MA 02129 141885481 DENTAL SVCS WI 1967974 DQ GROUP DENTAQUEST IPA OF NEW YORK LLC 465 MEDFORD STREET BOSTON MA 02129 810616910 DENTAL SVCS WI 44667484 DQ GROUP DENTAQUEST OF NEW YORK LLC 465 MEDFORD STREET BOSTON MA 02129 141885500 DENTAL SVCS WI -6120692 DQ GROUP DENTAQUEST OF TENNESSEE LLC 465 MEDFORD STREET BOSTON MA 02129 352177954 DENTAL SVCS WI 11226254 DQ GROUP DENTAQUEST CARE GROUP MANAGEMENT LLC 465 MEDFORD STREET BOSTON MA 02129 320487994 CARE DELIVERY DE 154200484 DQ GROUP DENTAQUEST LLC 465 MEDFORD STREET BOSTON MA 02129 200390099 DENTAL SVCS DE 22113471 297507586 DQ GROUP ADVANTAGE SUPPORT SERVICES LLC 442 SW UMATILLA AVE STE 200 REDMOND OR 97756 263981367 CARE DELIVERY OR DQ GROUP DQCGM OF WASHINGTON LLC 465 MEDFORD STREET BOSTON MA 02129 843407897 CARE DELIVERY DE DQ GROUP DQCGM OF MASSACHUSETTS LLC 465 MEDFORD STREET BOSTON MA 02129 841851756 CARE DELIVERY DE DQ GROUP DENTAQUEST OF IOWA LLC 465 MEDFORD STREET BOSTON MA 02129 611871504 DENTAL SVCS WI DQ GROUP DQCGM OF OREGON LLC 442 SW UMATILLA AVE STE 200 REDMOND OR 97756 270364023 CARE DELIVERY OR DQ GROUP ADVANTAGE COMMUNITY HOLDING COMPANY LLC 442 SW UMATILLA AVE STE 200 REDMOND OR 97756 208939962 CARE DELIVERY OR DQ GROUP DENTAQUEST ADMINISTRATIVE SERVICES LLC 465 MEDFORD STREET BOSTON MA 02129 392041298 DENTAL SVCS WI 271167 DQ GROUP DQCGM OF ALABAMA LLC 465 Medford Street Boston MA 02129 872778161 CARE DELIVERY AL DQ GROUP DQCGM OF FLORIDA LLC 465 Medford Street Boston MA 02129 873142270 CARE DELIVERY FL DQ GROUP DENTAL HEALTH PROGRAMS INC DBA COMMU 465 MEDFORD STREET BOSTON MA 02129 751823660 ORAL HTH IMPR TX 501(c)(3) 7 DQ CAREGROUP true DENTAL SERVICES OF MASSACHUSETTS INC 465 MEDFORD STREET BOSTON MA 02129 046143185 ORAL HTH IMPR MA 501(c)(4) CAREQUEST false COMMUNITY CARE OF KENTUCKY INC 101 S FIFTH STREET 3500 NATION LOUISVILLE KY 40202 465159094 ORAL HTH IMPR KY 501(c)(3) 7 DQ CAREGROUP true CAREQUEST INST FOR ORAL HLTH INC 465 MEDFORD STREET BOSTON MA 02129 384016550 ORAL HTH IMPR MA 501(c)(4) NA false CAREQUEST FOUNDATION INC 465 MEDFORD STREET BOSTON MA 02129 043265080 ORAL HTH IMPR MA 501(c)(3) PF CAREQUEST false COMMUNITY CARE OF NEW MEXICO INC 465 MEDFORD STREET BOSTON MA 02129 471711799 ORAL HTH IMPR NM 501(c)(3) 7 DQ CAREGROUP true THE OHIO RETIREE DENTAL BENEFITS ASSOCIA 100 CROWNE POINT PLACE CINCINNATI OH 45241 271693969 ORAL HTH IMPR OH 501(c)(3) 7 DCP HOLD COR true DENTAQUEST INSTITUTE INC 465 MEDFORD STREET Boston MA 02129 205312990 ORAL HTH IMPR MA 501(c)(3) Type I CAREQUEST false Sarrell Regional Dental Center for Public Health Inc 230 E 10th Street No 106 Anniston AL 36207 200232609 ORAL HTH IMPR AL 501(c)(3) 10 DQ CareGroup true ADVANTAGE HARBOR QALICB OWNERS- QALICB-1 442 SW UMATILLA AVE STE 200 Redmond OR 97756 CARE DELIVERY OR DQ GROUP Excluded false ADVANTAGE HARBOR QALICB OWNERS - 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