DENTAL SERVICE OF MASSACHUSETTS INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DENTAL SERVICE OF MASSACHUSETTS INC (EIN 04-6143185)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349311974
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T20:45:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021165072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046143185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENTAL SERVICE OF MASSACHUSETTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DENISE MARKS | InCareOfNm |
| Business Name Control | DENT | BusinessNameControlTxt |
| Phone | 6178861000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 MEDFORD STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY P WINN | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 6178861000 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREGORY P | PersonFirstNm |
| Person Last | Winn | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE A CINCOTTA | PreparerPersonNm |
| PTIN | P01595811 | PTIN |
| Phone | 6172662000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DENNIS J LEONARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 MEDFORD STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $264,339,281 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.DELTADENTALMA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE ORAL HEALTH OF ALL. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $294,533,102 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $262,356,849 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,297,995 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,959,156 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $297,831,097 | PYTotalRevenueAmt |
| CY Total Revenue | $264,316,005 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $177,479,050 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $142,258,480 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $86,354,602 | PYOtherExpensesAmt |
| CY Other Expenses | $95,574,194 | CYOtherExpensesAmt |
| PY Total Expenses | $263,833,652 | PYTotalExpensesAmt |
| CY Total Expenses | $237,832,674 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,997,445 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $26,483,331 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $179,977,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,947,720 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $98,177,808 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $80,422,438 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $81,799,506 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,525,282 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE THE ORAL HEALTH OF ALL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $205,936,968 | ExpenseAmt |
| Revenue | $262,356,849 | RevenueAmt |
| Desc | DENTAL SERVICE OF MASSACHUSETTS, INC. (DSM) D/B/A DELTA DENTAL OF MASSACHUSETTS IS A NOT-FOR-PROFIT DENTAL SERVICE ORGANIZATION WITH A MISSION TO IMPROVE THE ORAL HEALTH OF ALL AND A VISION TO ACHIEVE PERSON=CENTERED HEALTH BY TRANSFORMING THE SYSTEMS OF POLICY, FINANCE, CARE, AND COMMUNITY. DSM AND ITS SUBSIDIARIES' ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO, SECURING DENTAL SERVICES FOR EMPLOYEE GROUPS, INDIVIDUALS AND THEIR FAMILIES; INCLUDING THE SAFETY NET POPULATIONS THROUGH MEDICARD, MEDICARE ADVANTAGE AND CHIP PROGRAMS; PROVIDING INNOVATIVE PRODUCTS AND SERVICES; FINANCE AND DEVELP PROFESSIONAL AND SCIENTIFIC STUDY SCHEDULE O | Desc |
| Total Program Service Expenses | $205,936,968 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | Yes (true) | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 53595 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE MARKS | PersonNm |
| Phone | 6178861000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 MEDFORD STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Steven J Pollock | |||||||||
| FORMER PRESIDENT | 3.5 | 36.5 | Yes (X) | $0 | $3,675,977 | $1,497,449 | |||
| Sheryl L Traylor | |||||||||
| EVP - HR DentaQueST | 4.5 | 35.5 | Yes (X) | $0 | $3,121,772 | $335,463 | |||
| David Abelman | |||||||||
| EVP- CHIEF LEGAL OFFICER DQ | 4.5 | 35.5 | Yes (X) | $0 | $1,273,244 | $443,307 | |||
| Alan L Madison | |||||||||
| EVP-Chief Operating Officer DQ | 4.5 | 35.5 | Yes (X) | $0 | $1,278,486 | $153,267 | |||
| Dennis J Leonard | |||||||||
| President & CEO | 35.5 | 4.5 | $0 | $1,064,807 | $240,977 | Yes (X) | |||
| James E Collins | |||||||||
| Former Treasuer | 0.0 | 0.0 | Yes (X) | $0 | $728,186 | $166,667 | |||
| Jeffrey C Brown | |||||||||
| FORMER Treasurer | 0.0 | 0.0 | $0 | $611,941 | $158,199 | Yes (X) | |||
| James P Hawkins | |||||||||
| Clerk | 4.5 | 35.5 | $0 | $576,821 | $149,759 | Yes (X) | |||
| Gregory P Winn | |||||||||
| ASSISTANT Treasurer | 4.5 | 35.5 | $0 | $532,641 | $134,372 | Yes (X) | |||
| Pamela DA Reeve | |||||||||
| Chair / Director | 2.5 | 2.5 | $0 | $300,000 | $0 | Yes (X) | |||
| Evelyn H Miller | |||||||||
| Director | 1.75 | 1.75 | $0 | $215,387 | $0 | Yes (X) | |||
| Kathleen V Betts | |||||||||
| Director | 1.75 | 1.75 | $0 | $200,588 | $0 | Yes (X) | |||
| Colleen D Baldwin | |||||||||
| Director [1/1/20 - 1/2/20] | 1.75 | 1.75 | $0 | $112,891 | $0 | Yes (X) | |||
| Jessica A Zeaske | |||||||||
| Director | 1.75 | 1.75 | $0 | $110,818 | $0 | Yes (X) | |||
| William C Mills III | |||||||||
| Director | 1.75 | 1.75 | $0 | $110,580 | $0 | Yes (X) | |||
| Roderick K King | |||||||||
| Director | 1.75 | 3.25 | $0 | $109,422 | $0 | Yes (X) | |||
| Robert J Weyant | |||||||||
| Director | 1.75 | 2.75 | $0 | $109,184 | $0 | Yes (X) | |||
| Dr Andrew C Agwunobi | |||||||||
| Director | 1.75 | 1.75 | $0 | $104,582 | $0 | Yes (X) | |||
| Todd W Marshall | |||||||||
| Director | 1.75 | 1.75 | $0 | $102,980 | $0 | Yes (X) | |||
| Linda J Hall | |||||||||
| Director [1/1/20 - 1/2/20] | 1.75 | 1.75 | $0 | $87,229 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $14,427,536 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,279,460 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 42 NORTH DENTAL CARE LLC | |||||
| 200 5TH AVE 3RD FL | WALTHAM | MA | 024518779 | DENTAL SERVICES | $11,738,092 |
| GREAT HILL DENTAL PARTNERS LLC | |||||
| 1610 TREMONT STREET | BOSTON | MA | 02120 | DENTAL SERVICES | $3,113,598 |
| CHESTNUT DENTAL ASSOCIATES PC | |||||
| 87 CHESTNUT ST | NEEDHAM | MA | 02492 | DENTAL SERVICES | $3,080,764 |
| WINCHESTER AND READING PEDIATRIC DE | |||||
| 955 MAIN ST STE 101 | WINCHESTER | MA | 01890 | DENTAL SERVICES | $1,836,074 |
| MASS GENERAL PHYSICIAN ORGANIZATION | |||||
| 165 CAMBRIDGE ST NO 40 | BOSTON | MA | 02114 | Dental Services | $1,834,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1261 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PPO REVENUE | 900099 | $146,656,953 | $146,656,953 | $0 | $0 |
| PREMIER REVENUE | 900099 | $65,001,693 | $65,001,693 | $0 | $0 |
| ASO ADMINISTRATIVE SERVICE | 900099 | $50,698,203 | $50,698,203 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $262,356,849 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,209,635 | TotalRevenueColumnAmt |
| Exclusion | $1,209,635 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $772,797 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,276 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $749,521 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $749,521 | TotalRevenueColumnAmt |
| Exclusion | $749,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $264,316,005 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $262,356,849 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,959,156 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,258,480 | TotalAmt |
| Program Services | $142,258,480 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,128 | TotalAmt |
| Program Services | $319,596 | ProgramServicesAmt |
| Management And General | $106,532 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,685,158 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,685,158 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,185 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $203,185 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,222,600 | TotalAmt |
| Program Services | $1,933,560 | ProgramServicesAmt |
| Management And General | $1,289,040 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8 | TotalAmt |
| Program Services | $5 | ProgramServicesAmt |
| Management And General | $3 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,269 | TotalAmt |
| Program Services | $64,361 | ProgramServicesAmt |
| Management And General | $42,908 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,821,283 | TotalAmt |
| Program Services | $41,892,770 | ProgramServicesAmt |
| Management And General | $27,928,513 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $723,035 | TotalAmt |
| Program Services | $433,821 | ProgramServicesAmt |
| Management And General | $289,214 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Commissions | $11,425,398 | $11,425,398 | $0 | $0 |
| Subscriptions and Dues | $877,883 | $526,730 | $351,153 | $0 |
| ACA Fee & Other | $7,082,247 | $7,082,247 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,832,674 | TotalAmt |
| Program Services | $205,936,968 | ProgramServicesAmt |
| Management And General | $31,895,706 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,497,994 | BOYAmt |
| EOY | $14,529,122 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,134,108 | BOYAmt |
| EOY | $375,641 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,200,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,795 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,922,244 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,646,329 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,772,825 | BOYAmt |
| EOY | $275,915 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,390,790 | BOYAmt |
| EOY | $58,076,783 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,966,802 | BOYAmt |
| EOY | $55,690,259 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,977,314 | BOYAmt |
| EOY | $128,947,720 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,142,946 | BOYAmt |
| EOY | $2,100,736 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,034,862 | BOYAmt |
| EOY | $78,321,702 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,177,808 | BOYAmt |
| EOY | $80,422,438 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,799,506 | BOYAmt |
| EOY | $48,525,282 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,799,506 | BOYAmt |
| EOY | $48,525,282 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,977,314 | BOYAmt |
| EOY | $128,947,720 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $26,483,331 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,685,921 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$61,443,476 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,054 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,054 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,458,405 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,458,405 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,454,785 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,178,870 | DepreciationAmt |
| Book Value | $275,915 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $275,915 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Investment In Subsidiary | $8,401,202 |
| Cost Reimbursement | $47,289,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $55,690,259 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Unpaid Claims | $8,637,325 |
| Group Experience Refunds | $4,779,709 |
| Unearned Premium | $4,878,330 |
| Advance Deposits | $50,150,591 |
| Payable for Open Trade | $469,530 |
| Other Long Term Liabilities | $503,000 |
| Intercompany Balance | $8,903,217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $78,321,702 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART XIII, SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | ASC 740 DISCLOSUE (FIN 48) THERE IS NO FIN 48/ASC 740 FOOTNOTE. HOWEVER, THE FOLLOWING DISCLOSURE WAS MADE within the Audited Financial Statement: 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Pamela DA Reeve | ||||||||||||||
| Chair / Director | $0 | $300,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $300,000 | $0 | $0 |
| Kathleen V Betts | ||||||||||||||
| Director | $0 | $200,588 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $200,588 | $0 | $0 |
| Evelyn H Miller | ||||||||||||||
| Director | $0 | $215,387 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $215,387 | $0 | $0 |
| Dennis J Leonard | ||||||||||||||
| President & CEO | $0 | $433,649 | $0 | $249,314 | $0 | $381,844 | $0 | $239,804 | $0 | $1,173 | $0 | $1,305,784 | $0 | $381,844 |
| Steven J Pollock | ||||||||||||||
| FORMER PRESIDENT | $0 | $896,147 | $0 | $1,088,908 | $0 | $1,690,922 | $0 | $1,496,038 | $0 | $1,411 | $0 | $5,173,426 | $0 | $1,690,922 |
| Gregory P Winn | ||||||||||||||
| ASSISTANT Treasurer | $0 | $246,393 | $0 | $80,981 | $0 | $205,267 | $0 | $133,091 | $0 | $1,281 | $0 | $667,013 | $0 | $205,267 |
| Jeffrey C Brown | ||||||||||||||
| FORMER Treasurer | $0 | $252,630 | $0 | $146,989 | $0 | $212,322 | $0 | $156,906 | $0 | $1,293 | $0 | $770,140 | $0 | $212,322 |
| James E Collins | ||||||||||||||
| Former Treasuer | $0 | $0 | $0 | $0 | $0 | $728,186 | $0 | $166,667 | $0 | $0 | $0 | $894,853 | $0 | $728,186 |
| James P Hawkins | ||||||||||||||
| Clerk | $0 | $270,019 | $0 | $89,147 | $0 | $217,655 | $0 | $149,070 | $0 | $689 | $0 | $726,580 | $0 | $217,655 |
| David Abelman | ||||||||||||||
| EVP- CHIEF LEGAL OFFICER DQ | $0 | $408,494 | $0 | $235,417 | $0 | $629,333 | $0 | $442,134 | $0 | $1,173 | $0 | $1,716,551 | $0 | $629,333 |
| Alan L Madison | ||||||||||||||
| EVP-Chief Operating Officer DQ | $0 | $339,887 | $0 | $390,455 | $0 | $548,144 | $0 | $153,267 | $0 | $0 | $0 | $1,431,753 | $0 | $548,144 |
| Sheryl L Traylor | ||||||||||||||
| EVP - HR DentaQueST | $0 | $331,500 | $0 | $100,014 | $0 | $2,690,258 | $0 | $335,463 | $0 | $0 | $0 | $3,457,235 | $0 | $2,690,258 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, QUESTION 3 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. SEVERANCE PAYMENT SCHEDULE J, PART I, QUESTION 4A SHERYL L. TRAYLOR RECEIVED SEVERANCE IN THE AMOUNT OF $150,000 AND ALAN L. MADISON RECEIVED SEVERANCE IN THE AMOUNT OF $120,144. THIS AMOUNT IS INCLUDED IN BOTH INDIVIDUALS' COMPENSATION ON 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 DENTAL SERVICE OF MASSACHUSETTS, 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 Dental Service of Massachusetts. Additionally, all of the bonus and incentive compensation reported in Part II is solely related to work performed for, and paid by, DentaQuest, LLC |
| BONUS PAYMENTS | SCHEDULE J, PART II, COLUMN B(II) COLUMN B (II) ON SCHEDULE J PART II INCLUDES BONUSES EARNED AND ACCRUED DURING 2019 BUT PAID IN 2020. |
| OTHER REPORTABLE COMPENSATION | SCHEDULE J, PART II, COLUMN B(III) COLUMN B(III) OTHER REPORTABLE COMPENSATION REPRESENTS LONG-TERM INCENTIVE COMPENSATION EXPENSE EARNED PRIOR TO 2020 BUT PAID DURING 2020. |
| DEFERRED COMPENSATION | SCHEDULE J, PART II, COLUMN C COLUMN C ON SCHEDULE J PART II INCLUDES LONG-TERM INCENTIVE COMPENSATION AND PENSION AMOUNTS EARNED DURING 2020 BUT PAID IN FUTURE YEARS. |
Schedule N IRS990ScheduleN
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liquidation Of Assets Table | LiquidationOfAssetsTableGrp |
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | contribution of investment assets | AssetsDistriOrExpnssPaidDesc |
| Fair Market Value Of Asset | $56,547,588 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | bookvalue | MethodOfFMVDeterminationTxt |
| EIN | 384016550 | EIN |
| Person | CareQuest Institute for Oral Health | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 Medford street | AddressLine1Txt |
| City | boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(4) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | false | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | false | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | false | OwnerOfSuccessor2Ind |
| Receive Compensation2 | false | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule N, Part II, Line 2a | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION TRANSFERRED ASSETS TO ITS SOLE MEMBER, CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. (FORMERLY CATALYST INSTITUTE, INC.) THE ORGANIZATION AND ITS SOLE MEMBER HAVE THE SAME BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III - PROGRAM SERVICE, LINE 4A | AND RESEARCH; AND EDUCATE THE PUBLIC CONCERNING THE IMPORTANCE OF ORAL HEALTH. DELTA DENTAL OF MASSACHUSETTS IS A MEMBER OF THE DELTA DENTAL PLANS ASSOCIATION. DELTA DENTAL IS AMERICA'S LARGEST AND MOST TRUSTED DENTAL BENEFITS CARRIER, COVERING MORE AMERICANS THAN ANY OTHER DENTAL BENEFITS PROVIDER AND STRIVES DAILY TO MAKE DENTAL COVERAGE MORE ACCESSIBLE AND AFFORDABLE TO A WIDE VARIETY OF EMPLOYERS, GROUPS, AND INDIVIDUALS. |
| BUSINESS RELATIONSHIPS | FORM 990, PART VI, LINE 2 DENNIS J. LEONARD, GREGORY P. WINN, JAMES P. HAWKINS, PAMELA D.A. REEVE, EVELYN H. MILLER, JESSICA A. ZEASKE, WILLIAM C. MILLS III, RODERICK K, KING, KATHLEEN V. BETTS, ROBERT J. WEYANT, DR. ANDREW C. AGWUNOBI, TODD W. MARSHALL, COLLEEN D. BALDWIN, AND LINDA J. HALL HAVE A BUSINESS RELATIONSHIP SINCE THEY JOINTLY SERVE AS OFFICERS OR DIRECTORS OF THE ORGANIZATION, IT'S PARENT AND ONE OR MORE IT'S SUBSIDIARIES. |
| DELEGATE CONTROL OVER MANAGEMENT DUTIES | FORM 990, PART VI, LINE 3 THE COMPANY HIRES DENTAQUEST, LLC (A RELATED PARTY) TO PROVIDE MANAGEMENT SERVICES. |
| MEMBERS OR STOCKHOLDERS | FORM 990, PART VI, LINE 6 CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. (FORMERLY CATALYST INSTITUTE, INC.) IS THE SOLE MEMBER OF DENTAL SERVICES OF MASSACHUSETTS, INC. |
| MEMBERSHIP RIGHTS | FORM 990, PART VI, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT THE DIRECTORS AT THE ANNUAL MEETING OF THE ORGANIZATION. |
| GOVERNANCE | FORM 990, PART VI, QUESTION 7B A QUORUM OF THE ORGANIZATION'S MEMBERS MAY VOTE TO AMEND OR REPEAL THE BY-LAWS. |
| REVIEW PROCESS | FORM 990, PART VI, QUESTION 11B THE AUDIT COMMITTEE, A COMMITTEE OF THE DSM BOARD OF DIRECTORS, REVIEWS A FINAL FORM OF THE FORM 990 PRIOR TO ACTUAL FILING. MEMBERS OF THE EXTERNAL TAX FIRM (CURRENTLY ERNST & YOUNG U.S., LLP) INITIALLY DISCUSS, PREPARE AND REVIEW THE RETURN WITH MANAGEMENT. MANAGEMENT AND STAFF REVIEW THE 990 FOR ACCURACY AND COMPLETENESS AND PROVIDE COMMENTS TO THE PREPARER. ONCE THE RETURN IS FULLY ANALYZED AND PREPARED, A PAPER COPY IS DISTRIBUTED TO THE AUDIT COMMITTEE MEMBERS IN ADVANCE OF A SPECIFIC MEETING. AUDIT COMMITTEE MEMBERS REVIEW THE DRAFT FORM 990 AND THEN SEND TO THE FULL BOARD. A COPY OF THE FINAL FORM 990 IS SENT TO THE FULL BOARD AND OFFICERS BEFORE IT IS FILED. |
| CONFLICTS OF INTEREST | PUBLIC DISCLOSURE FORM 990, PART VI, QUESTION 12C 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 DENTAL SERVICE OF MASSACHUSETTS, INC. IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS TAX-EXEMPT STATUS, DENTAL SERVICE OF MASSACHUSETTS 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 BOARD OR COMMITTEE MEMBER ("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 DENTAL SERVICE OF MASSACHUSETTS 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. |
| COMPENSATION POLICY | FORM 990, PART VI, QUESTION 15A & 15B CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. (FORMERLY CATALYST INSTITUTE, INC.), THE SOLE MEMBER OF DENTAL SERVICE OF MASSACHUSETTS, INC., HANDLES THE RESPONSIBILITY OF DETERMINING COMPENSATION FOR DENTAL SERVICE OF MASSACHUSETTS' OFFICERS. |
| PUBLIC DISCLOSURE | FORM 990, PART VI, QUESTION 19 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. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 9 EQUITY IN SUBSIDIARIES 3,281,519 CHANGE IN VALUE DUE TO CareQuest Institute for Oral Health, Inc. (8,177,437) DISTRIBUTIONS TO CareQuest Institute for Oral Health, Inc. (56,547,558) TOTAL OTHER CHANGES IN NET ASSETS (61,443,476) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | End Of Year AssetsEndOfYearAssetsAmt | Total IncomeTotalIncomeAmt |
|---|---|---|---|---|---|---|---|---|---|
| DQCGM of Oregon LLC | |||||||||
| 442 SW Umatilla Ave Ste 200 | Redmond | OR | 97756 | 270364023 | Care Delivery | OR | DQ GROUP | ||
| Advantage Consulting Services LLC | |||||||||
| 442 SW Umatilla Ave Ste 200 | Redmond | OR | 97756 | 263981408 | Care Delivery | OR | DQ GROUP | ||
| Advantage Support Services LLC | |||||||||
| 442 SW Umatilla Ave Ste 200 | Redmond | OR | 97756 | 263981367 | Care Delivery | OR | DQ GROUP | ||
| Advantage Dental Service LLC | |||||||||
| 442 SW Umatilla Ave Ste 200 | Redmond | OR | 97756 | 931195386 | 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 of Arizona LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 113692025 | Dental Servic | WI | DQ GROUP | -$2,145,864 | |
| DentaQuest Administrative Services LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 392041298 | Dental Servic | WI | DQ GROUP | $274,471 | |
| DentaQuest of Georgia LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 141885493 | Dental Servic | WI | DQ GROUP | $177,750 | |
| DentaQuest of Illinois LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 421529687 | Dental Servic | WI | DQ GROUP | $13,747,265 | |
| DentaQuest of Kentucky LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 141885490 | Dental Servic | WI | DQ GROUP | $3,414,182 | |
| DentaQuest of Maryland LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 810567214 | Dental Servic | WI | DQ GROUP | -$2,532,926 | |
| DentaQuest of Minnesota LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 562356445 | Dental Servic | WI | DQ GROUP | $4,423,640 | |
| DentaQuest of New Jersey LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 562356433 | Dental Servic | WI | DQ GROUP | $619,546 | |
| DentaQuest of New Mexico LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 141885481 | Dental Servic | WI | DQ GROUP | $2,809,908 | |
| DentaQuest IPA of New York LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 810616910 | Dental Servic | WI | DQ GROUP | $37,803,247 | |
| DentaQuest of New York LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 141885500 | Dental Servic | WI | DQ GROUP | -$5,557,209 | |
| DentaQuest of Tennessee LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 352177954 | Dental Servic | WI | DQ GROUP | $10,011,606 | |
| DentaQuest Care Group Management LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 320487994 | Care Delivery | DE | DQ GROUP | $151,452,973 | |
| DentaQuest LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 200390099 | Dental Servic | DE | DQ GROUP | $221,485,347 | -$33,514,099 |
| DQ PTP FOR ORAL HEALTH ADVANCEMENT LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 823649978 | Dental Servic | MA | carequest | ||
| ENHANCED CAPITAL OR NMTC INVSTMT FUND VI | |||||||||
| 442 SW Umatilla Ave Ste 200 | Redmond | OR | 97756 | 463473054 | Care Delivery | OR | DQ GROUP | ||
| DentaQuest Foundation LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 823645884 | Dental Servic | MA | carequest | ||
| 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 Holdings Company LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 823782157 | Dental Servic | OH | DQ GROUP | ||
| DentaQuest of Iowa LLC | |||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 611871504 | Dental Servic | WI | DQ GROUP | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CareQuest Foundation Inc | ||||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 043265080 | ORAL HTH IMPR | MA | 501(c)(3) | n/a | CareQuest | false |
| DentaQuest Institute Inc | ||||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 205312990 | ORAL HTH IMPR | MA | 501(c)(3) | 12A | Carequest | false |
| DentaQuest Care Group Inc | ||||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 463674034 | ORAL HTH IMPR | MA | 501(c)(3) | 12A | CareQuest | false |
| DNTL HTH PROGS INC DBA COMM DNTL CARE | ||||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 751823660 | ORAL HTH IMPR | TX | 501(C)(3) | 7 | DQ Care Grou | false |
| SARRELL REGNL DNTL CTR FOR PUB HTH INC | ||||||||||
| 230 E 10th Street No 106 | ANNISTON | AL | 36207 | 200232609 | ORAL HTH IMPR | AL | 501(C)(3) | 10 | DQ CareGroup | 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 | false |
| CareQuest Institute for Oral Health Inc | ||||||||||
| 465 Medford Street | BOSTON | MA | 02129 | 384016550 | ORAL HTH IMPR | MA | 501(c)(4) | n/a | NA | false |
| COMMUNITY CARE OF NEW MEXICO INC | ||||||||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | 471711799 | ORAL HTH IMPR | NM | 501(c)(3) | 7 | DQ CAREGROUP | false |
| THE OHIO RETIREE DENTAL BENEFITS ASSOC | ||||||||||
| 100 CROWNE POINT PLACE | CINCINNATI | OH | 45241 | 271693969 | ORAL HTH IMPR | OH | 501(c)(3) | 7 | DCP HOLDCO | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|---|
| ACH Company LLC | |||||||||
| 442 SW Umatilla Av | Redmond | OR | 97756 | 208939962 | CARE DELIVERY | OR | DQ Group | false | $0 |
| AHQ Owners - QALICB-1 | |||||||||
| 442 SW Umatilla Av | Redmond | OR | 97756 | 274218188 | CARE DELIVERY | OR | DQ Group | false | $0 |
| AHQ Owners - Advt Harbor | |||||||||
| 442 SW Umatilla Av | Redmond | OR | 97756 | 463260263 | CARE DELIVERY | OR | DQ Group | false | $0 |
| AHQ Owners - Advt LaPine | |||||||||
| 442 SW Umatilla Av | Redmond | OR | 97756 | CARE DELIVERY | OR | DQ Group | false | $0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DentaQuest Group Inc | ||||||||||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | 204056199 | DENTAL SVCS | DE | NA | C CORP | $0 | $0 | 0.00000 | false |
| DSM Massachusetts Insurance Company Inc | ||||||||||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | 465661073 | Insurance | MA | DSM Investments | C CORP | $3,331,019 | $759,935 | 1.00000 | Yes (true) |
| DentaQuest USA Insurance Company Inc | ||||||||||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | 202970185 | Insurance | TX | NA | C CORP | $0 | $0 | 0.00000 | false |
| DSM Investments Inc | ||||||||||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | 043428012 | DENTAL SVCS | MA | DSM | C CORP | $3,281,518 | $162,639 | 1.00000 | Yes (true) |
| DentaQuest of Florida Inc | ||||||||||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | 650743731 | Insurance | FL | NA | c corp | $0 | $0 | 0.00000 | false |
| DSM USA Insurance Company Inc | ||||||||||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | 590397210 | Insurance | TX | NA | c corp | $0 | $0 | 0.00000 | false |
| California Dental Network Inc | ||||||||||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | 930954061 | Insurance | CA | NA | c corp | $0 | $0 | 0.00000 | false |
| Pacific Dental Network Inc | ||||||||||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | 330672992 | DENTAL SVCS | CA | NA | c corp | $0 | $0 | 0.00000 | false |
| DSM Insurance Services Inc | ||||||||||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | 043172335 | Insurance | MA | DSM Investments | C CORP | -$214,774 | -$762,576 | 1.00000 | Yes (true) |
| DentaQuest Oral Health Center Inc | ||||||||||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | 043434787 | ORAL HTH CTR | MA | DSM Investments | C CORP | $2,644 | $2,644 | 1.00000 | Yes (true) |
| Advantage Dental Plan Inc | ||||||||||||
| 442 SW Umatilla Ave | Redmond | OR | 97756 | 931156986 | Care Delivery | OR | NA | C Corp | $0 | $0 | 0.00000 | false |
| CareQuest Innovation Partners Inc | ||||||||||||
| 465 MEDFORD STREET | BOSTON | MA | 02129 | 832714016 | ORAL HTH CTR | DE | NA | C CORP | $0 | $0 | 0.00000 | false |
| advantage leveraged lenders inc | ||||||||||||
| 442 SW UMATILLA AVE | redmond | OR | 97756 | 571140840 | care delivery | OR | NA | C CORP | $0 | $0 | 0.00000 | false |
| Dental Care Plus Inc | ||||||||||||
| 100 Crowne Point | Cincinnati | OH | 45241 | 311185262 | Insurance | OH | NA | C CORP | $0 | $0 | 0.00000 | false |
| Insurance Associates Plus Inc | ||||||||||||
| 100 Crowne Point | Cincinnati | OH | 45241 | 201455615 | Insurance | OH | NA | C CORP | $0 | $0 | 0.00000 | false |
| Adenta Inc | ||||||||||||
| 100 Crowne Point | Cincinnati | OH | 45241 | 611301274 | Insurance | KY | NA | C CORP | $0 | $0 | 0.00000 | false |
| DCP Holding Company Inc | ||||||||||||
| 100 crowne point | cincinnati | OH | 45241 | 201291244 | insurance | OH | NA | c Corp | $0 | $0 | 0.00000 | false |
| DQ Oral Hlth Ctr of Massachusetts PC | ||||||||||||
| 465 Medford Street | Boston | MA | 02129 | 841891315 | Oral Health CTR | MA | NA | C CORP | $0 | $0 | 0.00000 | false |
| Oregon Community Dental Care | ||||||||||||
| 442 SW Umatilla Ave Ste 200 | REDMOND | OR | 97756 | 454129709 | Care Delivery | OR | NA | C CORP | $0 | $0 | 0.00000 | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENTAQUEST GROUP INC & SUBSIDIARIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $11,430,351 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |