2025-11-17T17:55:19+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2024-01-01 384016550 CareQuest Institute for Oral Health Inc CATA 6178861000 465 MEDFORD STREET 500 BOSTON MA 021291454 DR MYECHIA MINTER-JORDAN President 6178861000 2025-11-18 true Mike A Cincotta P01595811 4126447800 2025-11-17 2024 2025-03-06 01:10:19Z DENISE MARKS 465 MEDFORD STREET 500 BOSTON MA 021291454 302420604 false X WWW.CAREQUEST.ORG X 2016 MA TO IMPROVE THE ORAL HEALTH OF ALL. 9 9 129 0 0 395138 0 0 3956242 4503745 271232626 293416115 0 0 275188868 297919860 0 0 0 0 18847584 22511481 0 0 0 20747379 20214585 39594963 42726066 235593905 255193794 2347393663 2601509658 9725212 15286180 2337668451 2586223478 TO IMPROVE THE ORAL HEALTH OF ALL. false false 24484143 1183100 4503745 CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE,INC.] IS A MASSACHUSETTS NOT-FOR-PROFIT 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. CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. AND ITS SUBSIDIARIES' ACTIVITES INCLUDE, BUT ARE NOT LIMITED TO, SECURING DENTAL SERVICES FOR EMPLOYEE GROUPS, INDIVIDUALS AND THEIR FAMILIES; INCLUDING THE SAFETY NET POPULATIONS THROUGH MEDICARE, MEDICARE ADVANTAGE AND CHIP PROGRAMS; PROVIDING INNOVATIVE PRODUCTS AND SERVICES; FINANCE AND DEVELOP PROFESSIONAL AND SCIENTIFIC STUDY AND RESEARCH; AND EDUCATE THE PUBLIC CONCERNING THE IMPORTANCE OF ORAL HEALTH. 24484143 false false false false false false false false false false true false false false true true false true false false true false false false false false false false false true false false false false false false false false false false false false false false false true true true false false true 173 0 true 129 true true true false false false false false true false X 9 9 true false false false false false false true true false false false true true true true true true true true false false MA X DENISE MARKS 6178861000 465 MEDFORD STREET BOSTON MA 02129 Pamela DA Reeve President [9/26/2024 - 12/31/2024] /Chair/Director 35.0 5.0 X X 163855 0 0 Andrew C Agwunobi MD Director 2.7 1.2 X 113617 0 0 Evelyn H Miller Director 2.2 1.0 X 119574 0 0 Jessica A Zeaske DIRECTOR 3.2 1.4 X 108024 0 0 Kathleen V Betts DIRECTOR 3.2 1.4 X 113561 0 0 Robert J Weyant DMD Director 1.1 0.5 X 114120 0 0 Roderick K King MD Director 1.5 0.6 X 114647 0 0 Todd W Marshall DDS Director 1.2 0.5 X 108647 0 0 William C Mills III Director 1.3 0.5 X 108121 0 0 Denise Marks Treasurer 35.0 5.0 X 625584 0 62202 Gregory P Winn Assistant Treasurer 35.0 5.0 X 379191 0 61804 Myechia Minter-Jordan MD MBA President [1/1/2024 - 7/20/2024] 35.0 5.0 X 2419674 0 39962 Patricia Ma Clerk 35.0 5.0 X 566634 0 16009 ERIK MONTLACK President - Delta Dental of Massachusetts 5.0 35.0 X 0 970625 50001 Kirill Zaydeman VP, Product Strategy & Transformation - Delta Dental of Massachusetts 5.0 35.0 X 0 457514 40072 Leslie Carver Chief Operating Officer, EVP 35.0 5.0 X 471517 0 62202 Maria Angela Wilkins VP, Underwriting & Data Analytics - Delta Dental of Massachusetts 5.0 35.0 X 0 469584 16657 Mark Fecteau VP, Sales & Marketing - Delta Dental of Massachusetts 5.0 35.0 X 0 419027 63788 5526766 2316750 412697 63 true true false RSM US LLP 331 WEST 3RD STREET SUITE 200 DAVENPORT IA 52801 CONSULTING 1784311 ERNST & YOUNG US LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 CONSULTING 1085275 PRICEWATERHOUSECOOPERS ADVISORY SERVICES PO BOX 952282 DALLAS TX 75395 CONSULTING 871100 GOLDIATA CREATIVE 1100 WICOMICO STREET SUITE 330 BALTIMORE MD 21230 CONSULTING 784609 AVERTIUM LLC 1431 CENTERPOINT BLVD SUITE 150 KNOXVILLE TN 37932 CONSULTING 419846 28 0 0 0 0 0 0 0 0 ASO ADMINISTRATIVE SERVICE 900099 4503745 4503745 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4503745 21826230 0 0 21826230 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 276090629 0 4500744 0 271589885 0 271589885 0 0 271589885 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 297919860 4503745 0 293416115 X 0 0 0 0 0 0 1064167 638500 425667 0 0 0 0 0 16971168 10182701 6788467 0 0 0 0 0 148438 89063 59375 0 4327708 2596625 1731083 0 0 0 0 0 156397 0 156397 0 253012 0 253012 0 0 0 0 0 0 0 2298486 0 2298486 0 7764158 5131735 2632423 0 2132354 1279412 852942 0 149059 89435 59624 0 933226 559936 373290 0 0 0 0 0 307250 184350 122900 0 1154812 692887 461925 0 0 0 0 0 25103 15062 10041 0 1093590 656154 437436 0 726023 435614 290409 0 225447 135268 90179 0 358581 215149 143432 0 SUBSCRIPTIONS AND DUES 1273255 763953 509302 0 FEES AND OTHER 739536 443721 295815 0 BOD EXPENSE 410796 246478 164318 0 CHARITABLE DONATIONS 213500 128100 85400 0 0 0 0 0 42726066 24484143 18241923 0 73712477 47942900 1725818 4882888 0 0 0 0 216956 194370 629022 174481 510510 454541 2166904159 2447484773 0 0 598458 433366 103725285 100116820 2347393663 2601509658 9108673 10042956 0 0 616539 5243224 9725212 15286180 2337668451 2586223478 X 2337668451 2586223478 2347393663 2601509658 X 255193794 3648442 -10287209 X false true true false 414500 106242 308258 214522 68239 146283 454541 Federal Income Taxes OTHER TAXES PAYABLE 196674 OTHER LONG TERM LIABILITIES 5000 INTERCOMPANY PAYABLE 842337 INCOME / PREMIUM BASED TAXES PAYABLE ROUNDING PAYABLE OPEN FOR TRADE 4199213 5243224 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The FASB issued ASU 2019-12, Income Taxes (Topic 740) - Simplifying the accounting for income taxes, which eliminated several accounting exceptions related to income taxes, as well as introduced 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 Organization, so the Organization has determined that adopting this new standard is not expected to have a financial impact. THE ORGANIZATION DETERMINES WHETHER A TAX POSITION OF THE ORGANIZATION IS MORE LIKELY 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. Central America and the Caribbean 0 0 Investments 406756515 0 0 0 0 0 0 406756515 0 406756515 true false true false false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual X true true X X X X X X true false false false false false false true false Pamela DA Reeve President [9/26/2024 - 12/31/2024] /Chair/Director 163855 0 0 0 0 0 0 0 0 0 163855 0 0 0 Patricia Ma Clerk 416401 0 150233 0 0 0 13800 0 2209 0 582643 0 0 0 Denise Marks Treasurer 447663 0 177921 0 0 0 13800 0 48402 0 687786 0 0 0 Myechia Minter-Jordan MD MBA President [1/1/2024 - 7/20/2024] 1020485 0 439189 0 960000 0 13800 0 26162 0 2459636 0 0 0 Gregory P Winn Assistant Treasurer 300846 0 78345 0 0 0 13800 0 48004 0 440995 0 0 0 Leslie Carver Chief Operating Officer, EVP 376907 0 94610 0 0 0 13800 0 48402 0 533719 0 0 0 Mark Fecteau VP, Sales & Marketing - Delta Dental of Massachusetts 0 349027 0 70000 0 0 0 13800 0 49988 0 482815 0 0 ERIK MONTLACK President - Delta Dental of Massachusetts 0 491067 0 479558 0 0 0 13800 0 36201 0 1020626 0 0 Maria Angela Wilkins VP, Underwriting & Data Analytics - Delta Dental of Massachusetts 0 308333 0 161251 0 0 0 13800 0 2857 0 486241 0 0 Kirill Zaydeman VP, Product Strategy & Transformation - Delta Dental of Massachusetts 0 332825 0 124689 0 0 0 10240 0 29832 0 497586 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees SOCIAL CLUB DUES, IF ANY, ARE BUSINESS IN NATURE. BECAUSE THESE DUES ARE BUSINESS RELATED, ANY DUES ARE NOT TREATED AS TAXABLE INCOME TO THE INDIVIDUAL. Schedule J, Part I, Line 4a Severance or change-of-control payment MYECHIA MINTER-JORDAN RECEIVED SEVERANCE IN THE AMOUNT OF $960,000. Schedule J, Part I, Line 7 Non Fixed Payments NON-FIXED PAYMENTS: CAREQUEST PROVIDES ANNUAL INCENTIVE BONUSES TO MANAGEMENT EMPLOYEES THAT ARE CALCULATED BASED ON THE PERFORMANCE OF THE COMPANY AND THE INDIVIDUAL EMPLOYEE. THE PROCESS TO ESTABLISH THE PRESUMPTION THAT COMPENSATION PAID TO THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT WAS REASONABLE AS DESCRIBED IN SECTION 4958. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE OVERALL ANNUAL INCENTIVE BONUS POOL AND REVIEWS AND APPROVES COMPENSATION RELEVANT TO EXECUTIVE OFFICERS REPORTING TO CAREQUEST'S CEO. THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS ON COMPENSATION MATTERS FOR THE COMPANY'S CEO. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF CAREQUEST'S CEO. Schedule J, Part II COMPENSATION PAID BY RELATED ORGANIZATION: SCHEDULE J, PART II INCLUDES INDIVIDUALS THAT ARE PAID BY DENTAL SERVICE OF MASSACHUSETTS, INC., A RELATED ORGANIZATION, BUT PERFORMED SERVICES FOR BOTH CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. AND DENTAL SERVICE OF MASSACHUSETTS, INC. AS REPORTED IN PART VI, SECTION A, COLUMM (B), NONE OF THESE INDIVIDUALS DEVOTES MORE THAN 5.0 HOURS PER WEEK TO CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. ADDITIONALLY, ALL THE BONUS COMPENSATION REPORTED IN PART II IS PAID BY EACH OF THE RESPECTIVE ORGANIZATIONS MENTIONED ABOVE. Schedule J, Part II, Column (B)(ii) BONUS PAYMENTS COLUMN B (II) ON SCHEDULE J PART II INCLUDES BONUSES EARNED AND ACCRUED DURING 2023 BUT PAID IN 2024. Schedule J, Part II, Column (C) DEFERRED COMPENSATION COLUMN C ON SCHEDULE J PART II INCLUDES 401K MATCH DOLLAR AMOUNTS AS PAID BY CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. AND ITS RELATED ORGANIZATION DENTAL SERVICE OF MASSACHUSETTS, INC. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons DR. MYECHIA MINTER-JORDAN - Business relationship, DENISE MARKS - Business relationship, GREGORY P. WINN - Business relationship, PATRICIA MA - Business relationship, PAMELA D.A. REEVE - Business relationship, EVELYN H. MILLER - Business relationship, JESSICA A. ZEASKE - Business relationship, WILLIAM C. MILLS III - Business relationship, RODERICK K. KING - Business relationship, KATHLEEN V. BETTS - Business relationship, ROBERT J. WEYANT - Business relationship, DR. ANDREW C. AGWUNOBI - Business relationship, TODD W. MARSHALL - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body THE AUDIT COMMITTEE, A COMMITTEE OF THE CAREQUEST 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 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. 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 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 MEMBER 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 CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE, 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 15a Process to establish compensation of top management official THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN THE INTERNAL REVENUE CODE SECTION 4958 TO ESTABLISH THE REBUTTABLE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION IS REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE ("THE COMMITTEE") OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS, ON AN ANNUAL BASIS. THE COMMITTEE ENGAGED THE INDEPENDENT COMPENSATION CONSULTANT, WHICH PRESENTED TO THE COMMITTEE COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FORMS 990 OF COMPARABLE ORGANIZATIONS TO ASSIST IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. THE COMMITTEE CONDUCTED A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTED ITS DELIBERATIONS AND DISCUSSIONS IN MINUTES THAT ARE RETAINED WITH OTHER GOVERNANCE RECORDS OF THE ORGANIZATION. THE COMMITTEE FOLLOWED THE PROCESS TO ESTABLISH THE PRESUMPTION THAT COMPENSATION PAID TO THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT WAS REASONABLE FOR PURPOSES OF SECTION 4958 BY RELYING ON PROFESSIONAL ADVICE IN A WRITTEN OPINION OF REASONABLENESS FROM INDEPENDENT COMPENSATION CONSULTANT. THE COMMITTEE INFORMS THE BOARD OF ITS DECISIONS AT THE NEXT BOARD MEETING. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT IS MODELED AFTER THE REQUIREMENTS IN THE INTERNAL REVENUE CODE SECTION 4958 TO ESTABLISH THE REBUTTABLE PRESUMPTION OF REASONABLE COMPENSATION. COMPENSATION IS REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE ("THE COMMITTEE") OF THE BOARD, WHICH IS COMPRISED OF INDEPENDENT PERSONS, ON AN ANNUAL BASIS. THE COMMITTEE ENGAGED THE INDEPENDENT COMPENSATION CONSULTANT, WHICH PRESENTED TO THE COMMITTEE COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FORMS 990 OF COMPARABLE ORGANIZATIONS TO ASSIST IN EVALUATING THE COMPENSATION FOR EACH INDIVIDUAL. THE COMMITTEE CONDUCTED A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTED ITS DELIBERATIONS AND DISCUSSIONS IN MINUTES THAT ARE RETAINED WITH OTHER GOVERNANCE RECORDS OF THE ORGANIZATION. THE COMMITTEE FOLLOWED THE PROCESS TO ESTABLISH THE PRESUMPTION THAT COMPENSATION PAID TO THE ORGANIZATION'S CEO AND OTHER TOP MANAGEMENT WAS REASONABLE FOR PURPOSES OF SECTION 4958 BY RELYING ON PROFESSIONAL ADVICE IN A WRITTEN OPINION OF REASONABLENESS FROM INDEPENDENT COMPENSATION CONSULTANT. THE COMMITTEE INFORMS THE BOARD OF ITS DECISIONS AT THE NEXT BOARD MEETING. 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 IX, Line 11g Other Fees PROFESSIONAL SERVICES - RECRUITING - Total Expense: 663705, Program Service Expense: 398223, Management and General Expenses: 265482, Fundraising Expenses: 0; CONSULTANTS - GENERAL - Total Expense: 5855853, Program Service Expense: 3513512, Management and General Expenses: 2342341, Fundraising Expenses: 0; CONSULTANTS - HONORARIA - Total Expense: 61500, Program Service Expense: 36900, Management and General Expenses: 24600, Fundraising Expenses: 0; GRANT CONSULTING - Total Expense: 1183100, Program Service Expense: 1183100, Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances EQUITY INCOME IN SUBSIDIARIES - -10287209; Total - -10287209; DENTAQUEST CARE GROUP INC 465 MEDFORD STREET BOSTON MA 02129 463674034 ORAL HTH IMPR MA 501(c)(3) Type I CAREQUEST IN true DENTAL HEALTH PROGRAMS INC DBA COMMU 465 MEDFORD STREET BOSTON MA 02129 751823660 ORAL HTH IMPR TX 501(c)(3) 7 DQ CAREGROUP true 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 DENTAL SERVICE OF MASSACHUSETTS INC 465 MEDFORD STREET BOSTON MA 02129 046143185 ORAL HTH IMPR MA 501(c)(4) CAREQUEST IN true CAREQUEST FOUNDATION INC 465 MEDFORD STREET BOSTON MA 02129 043265080 ORAL HTH IMPR MA 501(c)(3) PF CAREQUEST IN true DSM Investments Inc 465 MEDFORD STREET BOSTON MA 02129 043428012 Dental Service MA DSM C Corporation 0 1 true DSM Insurance Services Inc 465 MEDFORD STREET BOSTON MA 02129 043172335 Insurance MA DSM Investments Inc C Corporation 1 true DSM Massachusetts Insurance Company Inc 465 MEDFORD STREET BOSTON MA 02129 465661073 Insurance MA DSM Investments Inc C Corporation 1 true CareQuest Innovation Partners Inc 465 MEDFORD STREET BOSTON MA 02129 832714016 Oral Health Improvement DE CareQuest C Corporation 1 true false false false false false false false false false false false false false true true false false false false DENTAL SERVICE OF MASSACHUSETTS INC N 211343 FMV DENTAL SERVICE OF MASSACHUSETTS INC O 2292452 FMV