DENTAQUEST INSTITUTE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DENTAQUEST INSTITUTE INC (EIN 20-5312990)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349303943
- Schema version
- 2016v3.0
- 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 | 2017-11-15T09:30:06-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205312990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENTAQUEST INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DENT | BusinessNameControlTxt |
| Phone | 5083292280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 COMPUTER DRIVE | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY P WINN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5083292280 | PhoneNum |
| Signature | 2017-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2017-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.9.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-06 | IPDt |
| IP Tm | 11:41:25 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0D76887A21FF303987ADF0E4D0B068FF6EB2BB99 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D76887A21FF303987ADF0E4D0B068FF6EB2BB99 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN SOUZA | 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 | $6,788,187 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DENTAQUESTINSTITUTE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE, TRANSLATE, AND TRANSFER KNOWLEDGE THAT IMPROVES THE EFFECTIVENESS AND EFFICIENCY OF THE SYSTEMS THAT CONTRIBUTE TO IMPROVING ORAL HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,831,772 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,366,186 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $345,950 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $422,001 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,177,722 | PYTotalRevenueAmt |
| CY Total Revenue | $6,788,187 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,469,623 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,922,810 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,841,098 | PYOtherExpensesAmt |
| CY Other Expenses | $3,395,047 | CYOtherExpensesAmt |
| PY Total Expenses | $5,310,721 | PYTotalExpensesAmt |
| CY Total Expenses | $6,317,857 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$132,999 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $470,330 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $757,216 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,310,142 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $656,698 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $739,294 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $100,518 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $570,848 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO CREATE, TRANSLATE, AND TRANSFER KNOWLEDGE THAT IMPROVES THE EFFECTIVENESS AND EFFICIENCY OF THE SYSTEMS THAT CONTRIBUTE TO IMPROVING ORAL HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,136,742 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $422,001 | RevenueAmt |
| Desc | SAFETY NET SOLUTIONS - SAFETY NET SOLUTIONS PARTNERS WITH SAFETY NET DENTAL PROGRAMS TO PROVIDE EXPERT TECHNICAL ASSISTANCE IN PRACTICE MANAGEMENT, SUPPORT THAT PROMOTES COMMUNITY-BASED ORAL HEALTH CARE THAT IS BOTH EFFECTIVE AND FINANCIALLY SUSTAINABLE. BY FOCUSING ATTENTION ON THE BUSINESS OF ORAL HEALTH CARE, SAFETY NET SOLUTIONS HELPS SAFETY NET DENTAL PROGRAMS PRESERVE THE NOBILITY OF THEIR MISSION AND INCREASE ACCESS TO QUALITY ORAL HEALTH SERVICES. OUR PRACTICE MANAGEMENT EXPERTISE, GAINED THROUGH MANY YEARS OF FRONT-LINE EXPERIENCE IN COMMUNITY HEALTH DENTAL PROGRAM LEADERSHIP, HELPS STRENGTHEN THE ORAL HEALTH SAFETY NET PROVIDING CONCRETE AND ACTIONABLE STRATEGIES FOR ENHANCING SUSTAINABILITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,211,138 | ExpenseAmt |
| Desc | THE DENTAQUEST INSTITUTE WORKS TO IDENTIFY THE KEY AREAS WHERE A GAP EXISTS BETWEEN WHAT WE KNOW AND WHAT WE DO. IN OTHER WORDS, WE WORK TO ISOLATE AREAS FOR IMPROVEMENT WHERE WE KNOW A BETTER WAY TO PREVENT AND MANAGE DISEASE, BUT WHERE THAT KNOWLEDGE HAS NOT YET BECOME A ROUTINE PART OF PRACTICE. WORKING WITH CLINICAL PARTNERS ACROSS THE COUNTRY, WE THEN RELY ON THE LATEST EVIDENCE FROM SCIENTIFIC RESEARCH, CLINICAL TRIALS, AND PUBLIC HEALTH TO DEVELOP A SET OF IMPROVEMENT STRATEGIES THAT WE BELIEVE WILL HELP CLOSE THE GAP. WE IMPLEMENT THOSE STRATEGIES AND MEASURE THE IMPACT THEY ARE HAVING ON OUR DESIRED OUTCOME. ONCE WE DEVELOP A LEVEL OF CONFIDENCE IN A SET OF IMPROVEMENT STRATEGIES, WE THEN PACKAGE THEM INTO A SET OF PROTOCOLS, TOOLS, AND TECHNOLOGY THAT ARE DISSEMINATED THROUGH OUR TECHNICAL ASSISTANCE PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,347,880 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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 | GREGORY P WINN | PersonNm |
| Phone | 6178861411 | 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 (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT D COMPTON DDS | |||||||||
| PRESIDENT/DIRECTOR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $457,186 | $288,640 | ||
| GREGORY P WINN | |||||||||
| TREASURER | 1.00 | 40.00 | Yes (X) | $0 | $340,745 | $164,252 | |||
| JAMES HAWKINS | |||||||||
| CLERK | 1.00 | 40.00 | Yes (X) | $0 | $376,513 | $189,206 | |||
| MARK DOHERTY | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $288,570 | $0 | $45,257 | Yes (X) | |||
| DENNIS LEONARD | |||||||||
| PRESIDENT-DELTA DENTAL | 0.00 | 40.00 | $0 | $1,024,780 | $542,207 | Yes (X) | |||
| ROBERT E LYNN | |||||||||
| SENIOR VP - DENTAQUEST | 0.00 | 40.00 | $0 | $867,533 | $579,241 | Yes (X) | |||
| DAVID ABELMAN | |||||||||
| CLERK-DSM | 0.00 | 40.00 | $0 | $801,176 | $436,854 | Yes (X) | |||
| ANGELA S KISH | |||||||||
| VP - SALESFORCE INTEGRATION DENTAQUEST | 0.00 | 40.00 | $0 | $610,679 | $346,320 | Yes (X) | |||
| SHERYL TRAYLOR | |||||||||
| SR. VP-HUMAN RESOURCES - D | 0.00 | 40.00 | $0 | $428,553 | $505,074 | Yes (X) | |||
| RALPH FUCCILLO | |||||||||
| PRESIDENT-DQF;CHAIRMAN/DIRECTOR-DQI | 1.00 | 40.00 | Yes (X) | $0 | $722,500 | $183,572 | |||
| CRAIG W AMUNDSON DDS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES E COLLINS | |||||||||
| TREASURER-DSM;DIRECTOR-DQI | 1.00 | 40.00 | Yes (X) | $0 | $1,282,193 | $746,634 | |||
| PAUL GLASSMAN DDS MA MBA | |||||||||
| DIRECTOR (1/1/16-3/15/16) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA E HODGE DMD | |||||||||
| DIRECTOR (1/1/16-3/15/16) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RODERICK K KING MD | |||||||||
| DIRECTOR | 1.00 | 3.50 | Yes (X) | $0 | $70,829 | $0 | |||
| JESSICA Y LEE DDS MPH PHD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN J POLLOCK JD | |||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $1,867,030 | $949,199 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $288,570 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,849,717 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,976,456 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE PENNSYLVANIA STATE UNIVERSITY | |||||
| OLD MAIN | STATE COLLEGE | PA | 16801 | PROGRAM CONSULTING | $261,800 |
| SOUTH CAROLINA STATE OFFICE OF RURAL HEA | |||||
| 107 SALUDA POINTE DR | LEXINGTON | SC | 29072 | PROGRAM CONSULTING | $212,250 |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | |||||
| 19 HAGOOD AVE STE 303 MSC 804 | CHARLESTON | SC | 29425 | PROGRAM CONSULTING | $193,112 |
| THINKBEAN LLC | |||||
| 162 CORDAVILLE RD | SOUTHBOROUGH | MA | 01772 | PROGRAM CONSULTING | $153,469 |
| COLORADO RURAL HEALTH CENTER | |||||
| 3033 S PARKER RD | AURORA | CO | 80014 | PROGRAM CONSULTING | $124,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $6,351,276 | RelatedOrganizationsAmt |
| All Other Contributions | $14,910 | AllOtherContributionsAmt |
| Total Contributions | $6,366,186 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSULTING SERVICES | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $422,001 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $422,001 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $422,001 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,788,187 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $422,001 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,827 | TotalAmt |
| Program Services | $233,679 | ProgramServicesAmt |
| Management And General | $100,148 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,136,150 | TotalAmt |
| Program Services | $1,673,435 | ProgramServicesAmt |
| Management And General | $462,715 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,074 | TotalAmt |
| Program Services | $118,314 | ProgramServicesAmt |
| Management And General | $32,760 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,393 | TotalAmt |
| Program Services | $110,450 | ProgramServicesAmt |
| Management And General | $29,943 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,366 | TotalAmt |
| Program Services | $124,821 | ProgramServicesAmt |
| Management And General | $36,545 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,236 | TotalAmt |
| Management And General | $25,236 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,527,265 | TotalAmt |
| Program Services | $2,461,676 | ProgramServicesAmt |
| Management And General | $65,589 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,237 | TotalAmt |
| Program Services | $11,786 | ProgramServicesAmt |
| Management And General | $3,451 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,554 | TotalAmt |
| Program Services | $68,793 | ProgramServicesAmt |
| Management And General | $17,761 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,062 | TotalAmt |
| Program Services | $232,177 | ProgramServicesAmt |
| Management And General | $101,885 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,113 | TotalAmt |
| Program Services | $288,614 | ProgramServicesAmt |
| Management And General | $84,499 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,410 | TotalAmt |
| Program Services | $4,960 | ProgramServicesAmt |
| Management And General | $1,450 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,380 | TotalAmt |
| Management And General | $2,380 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSCRIPTIONS AND DUES | Desc |
| Total | $24,790 | TotalAmt |
| Program Services | $19,175 | ProgramServicesAmt |
| Management And General | $5,615 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,317,857 | TotalAmt |
| Program Services | $5,347,880 | ProgramServicesAmt |
| Management And General | $969,977 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,020 | BOYAmt |
| EOY | $342,515 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $464,211 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,808 | BOYAmt |
| EOY | $96,424 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,702 | BOYAmt |
| EOY | $169,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $331,600 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $235,663 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,559 | BOYAmt |
| EOY | $95,937 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,127 | BOYAmt |
| EOY | $141,160 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $757,216 | BOYAmt |
| EOY | $1,310,142 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,207 | BOYAmt |
| EOY | $703,495 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,133 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,491 | BOYAmt |
| EOY | $34,666 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,698 | BOYAmt |
| EOY | $739,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,063 | BOYAmt |
| EOY | $556,759 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,455 | BOYAmt |
| EOY | $14,089 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,518 | BOYAmt |
| EOY | $570,848 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $757,216 | BOYAmt |
| EOY | $1,310,142 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $470,330 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENTAL SERVICE OF MASSACHUSETTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046143185 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | 0 | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (1) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (1) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (1) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 3B: | THE DETERMINATION WAS MADE DURING THE COMPLETION OF THE ORGANIZATION'S FORM 1023 BY COMPLETING THE 509(A)(2) SUPPORT TEST ON SCHEDULE A. |
| PART IV, SECTION A, LINE 3C: | THE ORGANIZATION DOES NOT MAKE GRANTS TO ITS SUPPORTED ORGANIZATION. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,455 | BeginningYearBalanceAmt |
| Contributions | $14,910 | ContributionsAmt |
| Other Expenditures | $43,276 | OtherExpendituresAmt |
| End Year Balance | $14,089 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,420 | BeginningYearBalanceAmt |
| Contributions | $45,000 | ContributionsAmt |
| Other Expenditures | $53,965 | OtherExpendituresAmt |
| End Year Balance | $42,455 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,300 | BeginningYearBalanceAmt |
| Contributions | $51,420 | ContributionsAmt |
| Other Expenditures | $8,300 | OtherExpendituresAmt |
| End Year Balance | $51,420 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,000 | BeginningYearBalanceAmt |
| Contributions | $8,300 | ContributionsAmt |
| Other Expenditures | $60,000 | OtherExpendituresAmt |
| End Year Balance | $8,300 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $60,000 | ContributionsAmt |
| End Year Balance | $60,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,143 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,670 | DepreciationAmt |
| Book Value | $59,473 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,457 | OtherCostOrOtherBasisAmt |
| Depreciation | $210,993 | DepreciationAmt |
| Book Value | $36,464 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $95,937 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| Amt | $34,666 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,666 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $7,465,100 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $676,913 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $676,913 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,788,187 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,788,187 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,994,770 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $676,913 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $676,913 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,317,857 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,317,857 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | AS OF DECEMBER 31, 2016, TEMPORARILY RESTRICTED NET ASSETS OF $14,089 CONSISTED OF FUNDS RESTRICTED FOR A DENTAL PROGRAM ENHANCEMENT PLAN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT D COMPTON DDS | ||||||||||||||
| PRESIDENT/DIRECTOR | $0 | $330,236 | $0 | $95,100 | $0 | $31,850 | $0 | $281,477 | $0 | $7,163 | $0 | $745,826 | $0 | $31,850 |
| GREGORY P WINN | ||||||||||||||
| TREASURER | $0 | $218,780 | $0 | $64,868 | $0 | $57,097 | $0 | $145,768 | $0 | $18,484 | $0 | $504,997 | $0 | $57,097 |
| JAMES HAWKINS | ||||||||||||||
| CLERK | $0 | $251,377 | $0 | $71,660 | $0 | $53,476 | $0 | $176,753 | $0 | $12,453 | $0 | $565,719 | $0 | $53,476 |
| MARK DOHERTY | ||||||||||||||
| EXECUTIVE DIRECTOR | $243,529 | $0 | $45,041 | $0 | $0 | $0 | $33,415 | $0 | $11,842 | $0 | $333,827 | $0 | $0 | $0 |
| DENNIS LEONARD | ||||||||||||||
| PRESIDENT-DELTA DENTAL | $0 | $331,575 | $0 | $109,000 | $0 | $584,205 | $0 | $529,627 | $0 | $12,580 | $0 | $1,566,987 | $0 | $584,205 |
| ROBERT E LYNN | ||||||||||||||
| SENIOR VP - DENTAQUEST | $0 | $384,255 | $0 | $138,400 | $0 | $344,878 | $0 | $560,444 | $0 | $18,797 | $0 | $1,446,774 | $0 | $344,878 |
| DAVID ABELMAN | ||||||||||||||
| CLERK-DSM | $0 | $403,251 | $0 | $243,800 | $0 | $154,125 | $0 | $418,057 | $0 | $18,797 | $0 | $1,238,030 | $0 | $154,125 |
| ANGELA S KISH | ||||||||||||||
| VP - SALESFORCE INTEGRATION DENTAQUE | $0 | $215,367 | $0 | $86,563 | $0 | $308,749 | $0 | $327,844 | $0 | $18,476 | $0 | $956,999 | $0 | $308,749 |
| SHERYL TRAYLOR | ||||||||||||||
| SR. VP-HUMAN RESOURCES - D | $0 | $302,742 | $0 | $109,200 | $0 | $16,611 | $0 | $497,862 | $0 | $7,212 | $0 | $933,627 | $0 | $16,611 |
| RALPH FUCCILLO | ||||||||||||||
| PRESIDENT-DQF;CHAIRMAN/DIRECTOR-DQI | $0 | $252,048 | $0 | $72,500 | $0 | $397,952 | $0 | $171,138 | $0 | $12,434 | $0 | $906,072 | $0 | $397,952 |
| JAMES E COLLINS | ||||||||||||||
| TREASURER-DSM;DIRECTOR-DQI | $0 | $473,916 | $0 | $188,800 | $0 | $619,477 | $0 | $727,837 | $0 | $18,797 | $0 | $2,028,827 | $0 | $619,477 |
| STEVEN J POLLOCK JD | ||||||||||||||
| DIRECTOR | $0 | $683,556 | $0 | $360,000 | $0 | $823,474 | $0 | $930,402 | $0 | $18,797 | $0 | $2,816,229 | $0 | $823,474 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4 | SCHEDULE J, PART 1 QUESTION 4B: THE ELIGIBLE LISTED EMPLOYEES OVER $250,000 AS OF 12/31/16 PARTICIPATE IN A 457(B) SUPPLEMENT RETIREMENT PLAN. OF THOSE ELIGIBLE EMPLOYEES, NO ONE RECEIVED ANY PAYMENT IN 2016. |
| PART I, LINE 5 | SCHEDULE J, PART I QUESTION 5B: DENTAQUEST, LLC SPONSORS A TARGET INCENTIVE PLAN THAT ALLOWS PARTICIPANTS ANNUALLY TO EARN A THRESHOLD, TARGET OR SUPERIOR INCENTIVE (AS A PERCENT OF THEIR BASE SALARY). THE ACTUAL INCENTIVE TO BE AWARDED IS BASED ON THE ACHIEVEMENT OF PERFORMANCE GOALS THAT ARE SET AT THE BEGINNING OF THE YEAR BY THE COMPENSATION COMMITTEE AS PART OF THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHY AND PAY-FOR-PERFORMANCE PHILOSOPHY. AMONG THE PERFORMANCE GOALS ARE A REVENUE GOAL, A NET INCOME GOAL AND A MEMBERSHIP GOAL. EACH PARTICIPANT IN THE TARGET INCENTIVE PLAN HAS A MAXIMUM INCENTIVE THAT CAN BE EARNED REGARDLESS OF THE ATTAINMENT OF THE REVENUE, NET INCOME AND/OR MEMBERSHIP GOALS. THE MAXIMUM INCENTIVE OPPORTUNITY FOR EACH PARTICIPANT IS SET SO THAT THE PARTICIPANT'S TOTAL POSSIBLE COMPENSATION IS REASONABLE FOR PURPOSES OF INTERMEDIATE SANCTIONS, SECTION 4958 OF THE INTERNAL REVENUE CODE. |
| PART I, LINE 6 | SCHEDULE J, PART I QUESTION 6B: DENTAQUEST, LLC SPONSORS A TARGET INCENTIVE PLAN THAT ALLOWS PARTICIPANTS ANNUALLY TO EARN A THRESHOLD, TARGET OR SUPERIOR INCENTIVE (AS A PERCENT OF THEIR BASE SALARY). THE ACTUAL INCENTIVE TO BE AWARDED IS BASED ON THE ACHIEVEMENT OF PERFORMANCE GOALS THAT ARE SET AT THE BEGINNING OF THE YEAR BY THE COMPENSATION COMMITTEE AS PART OF THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHY AND PAY-FOR-PERFORMANCE PHILOSOPHY. AMONG THE PERFORMANCE GOALS ARE A REVENUE GOAL, A NET INCOME GOAL AND A MEMBERSHIP GOAL. EACH PARTICIPANT IN THE TARGET INCENTIVE PLAN HAS A MAXIMUM INCENTIVE THAT CAN BE EARNED REGARDLESS OF THE ATTAINMENT OF THE REVENUE, NET INCOME AND/OR MEMBERSHIP GOALS. THE MAXIMUM INCENTIVE OPPORTUNITY FOR EACH PARTICIPANT IS SET SO THAT THE PARTICIPANT'S TOTAL POSSIBLE COMPENSATION IS REASONABLE FOR PURPOSES OF INTERMEDIATE SANCTIONS, SECTION 4958 OF THE INTERNAL REVENUE CODE. |
| PART I, LINE 7 | SCHEDULE J, PART 1 QUESTION 7: NON-FIXED PAYMENTS - THE COMPANY 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 THE COMPANY'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 APPROVES THE COMPENSATION OF THE COMPANY'S CEO. |
| SCHEDULE J, PART II. COLUMN B (III) | LONG-TERM INCENTIVE COMPENSATION - THE FOLLOWING EMPLOYEES PARTICIPATE IN THE DENTAQUEST, LLC LONG-TERM INCENTIVE COMPENSATION PLAN AND RECEIVED THE PAYMENTS LISTED BELOW DURING 2016: ROBERT D. COMPTON $ 31,850 GREGORY P. WINN $ 57,097 JAMES HAWKINS $ 53,476 RALPH FUCCILLO $ 397,952 STEVEN POLLOCK $ 823,474 DENNIS LEONARD $ 584,205 ROBERT E. LYNN $ 344,878 SHERYL TRAYLOR $ 16,611 DAVID ABELMAN $ 154,125 ANGELA KISH $ 308,749 JAMES E. COLLINS $ 619,477 LONG-TERM INCENTIVE COMPENSATION PLAN PAYMENTS ARE BASED ON THE VALUATION OF THE COMPANY, DENTAQUEST, LLC, AND ARE PAID OUT OVER A FIVE YEAR PERIOD. PAYMENTS ARE MADE ANNUALLY AND PARTICIPANTS RECEIVE PAYOUTS FOR ALL VESTED BALANCES. |
| 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 DENTAQUEST, LLC AND RELATED ORGANIZATIONS. BONUS PAYMENTS SCHEDULE J, PART II, COLUMN B(II) INCLUDES BONUSES EARNED AND ACCRUED DURING 2015 BUT PAID IN 2016. OTHER REPORTABLE COMPENSATION SCHEDULE J, PART II COLUMN B(III) REPRESENTS LONG-TERM INCENTIVE COMPENSATION EXPENSE EARNED PRIOR TO 2016 BUT PAID DURING 2016. DEFERRED COMPENSATION SCHEDULE J, PART II, COLUMN C INCLUDES LONG-TERM INCENTIVE COMPENSATION AND PENSION AMOUNTS EARNED DURING 2016 BUT PAID IN FUTURE YEARS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | DENTAL SERVICE OF MASSACHUSETTS, INC., A NOT-FOR-PROFIT MASSACHUSETTS CORPORATION, IS THE SOLE MEMBER OF DENTAQUEST INSTITUTE, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | DENTAL SERVICE OF MASSACHUSETTS, INC. HAS THE SOLE AUTHORITY TO APPOINT AND/OR REMOVE THE DIRECTORS OF DENTAQUEST INSTITUTE, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | UNDER STATE LAW, DENTAL SERVICE OF MASSACHUSETTS, INC. , AS THE SOLE MEMBER OF THE ORGANIZATION, HAS THE AUTHORITY TO APPROVE CERTAIN FUNDAMENTAL TRANSACTIONS SUCH AS AMENDMENTS TO THE INSTITUTE'S ARTICLES OF ORGANIZATION, MERGERS, CONSOLIDATIONS AND DISSOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | MEMBERS OF THE EXTERNAL TAX FIRM (CURRENTLY EDELSTEIN AND COMPANY, LLP) INITIALLY DISCUSS, PREPARE AND REVIEW THE FORM 990 RETURN WITH MANAGEMENT. MANAGEMENT REVIEWS THE FORM 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 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, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES EACH COVERED INDIVIDUAL TO FILE AN INITIAL CONFLICTS OF INTEREST DISCLOSURE STATEMENT WITH THE ORGANIZATION'S FILING OFFICER. THEREAFTER, IT IS NECESSARY TO FILE AN ANNUAL CONFLICTS OF INTEREST DISCLOSURE STATEMENT, WITHIN 15 DAYS OF COMMENCEMENT OF THE FISCAL YEAR. THE COVERED INDIVIDUAL WILL ALSO BE REQUIRED TO FILE A CONFLICTS OF INTEREST DISCLOSURE STATEMENT WITHIN 30 DAYS OF LEAVING OFFICE. IF, DURING THE YEAR, A DIRECTOR PERCEIVES A SITUATION THAT MAY IN ANY WAY PRESENT A CONFLICT, THEY ARE REQUIRED TO FILE A CONFLICT OF INTEREST DISCLOSURE STATEMENT WITH THE FILING OFFICER AS SOON AS PRACTICABLE. THE OBLIGATION TO DISCLOSE SUCH CONFLICT OF INTEREST EXISTS WHETHER OR NOT YOU HAVE ACTED ON SUCH CONFLICT OF INTEREST. THE FILING OFFICER WILL INVESTIGATE THE DISCLOSURE AND REVIEW IT WITH THE CHAIRMAN OF THE BOARD AND, IF CIRCUMSTANCES REQUIRE, THE BOARD OF DIRECTORS. THE DETERMINATION OF THE BOARD SHALL BE FINAL AND BINDING. DENTAQUEST INSTITUTE RELIES UPON THE INTEGRITY OF EACH PERSON WHO UNDER THE POLICY IS A COVERED INDIVIDUAL, AND EXPECTS ADHERENCE TO THE OBLIGATIONS AS SET FORTH IN THIS POLICY. FAILURE TO CONFORM ONE'S CONDUCT TO THE CONDITIONS SET FORTH IN THE POLICY MAY RESULT IN REMOVAL FROM THE BOARD, DISMISSAL FROM EMPLOYMENT, OR SUCH OTHER ACTIONS AS MAY BE DETERMINED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND OFFICERS IS ESTABLISHED UNDER POLICIES CREATED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF DENTAL SERVICE OF MASSACHUSETTS, INC. (DSM), THE ORGANIZATION'S SOLE MEMBER, OF WHICH IT IS A SUPPORTING ORGANIZATION. THESE POLICIES, INCLUDING MARKET-BASED COMPENSATION REVIEWS, ARE ADMINISTERED BY THE HUMAN RESOURCES DEPARTMENT AT DENTAQUEST, LLC WHICH PERFORMS THESE SERVICES FOR DSM AND ALL OF ITS SUBSIDIARIES AND RELATED COMPANIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 2,461,676. MANAGEMENT AND GENERAL EXPENSES 65,589. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,527,265. |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENTAQUEST LLC | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 200390099 | EIN |
| Primary Activities | DENTAL BENEFITS ADMINISTRATION | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENTAQUEST MA BUSINESS TRUST | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENTAL SERVICE OF MASSACHUSETTS INC | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 046143185 | EIN |
| Primary Activities | TO PROVIDE DENTAL SERVICES TO MASSACHUSETTS GROUPS | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENTAQUEST MASSACHUSETTS BUSINESS TRUST | BusinessNameLine1Txt |
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) |
|---|---|---|
| EIN | 204056067 | EIN |
| Primary Activities | DENTAL SERVICE | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DENTAL SERVICE OF MASSACHUSETTS INC | ||
| C | $6,351,276 | FAIR MARKET VALUE |
| DENTAL SERVICE OF MASSACHUSETTS INC | ||
| P | $3,940 | FAIR MARKET VALUE |
| DENTAQUEST LLC | ||
| L | $204,300 | FAIR MARKET VALUE |