Nonprofit · EIN 38-4016550
CAREQUEST INSTITUTE FOR ORAL HEALTH
Tax-exempt · BOSTON, MA 02129
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $297,919,860 | $42,726,066 | $255,193,794 | $2,601,509,658 | $15,286,180 | $2,586,223,478 |
| December 31, 2023 | 990 | $275,188,868 | $39,594,963 | $235,593,905 | $2,347,393,663 | $9,725,212 | $2,337,668,451 |
| December 31, 2022 | 990 | $1,200,710,162 | $44,746,411 | $1,155,963,751 | $2,093,713,542 | $6,319,808 | $2,087,393,734 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,503,745
- Investment income
- $293,416,115
- Net gain from sales of assets
- $271,589,885
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,064,167
- Other salaries and wages
- $16,971,168
- Salaries, compensation and benefits (total)
- $22,511,481
- Professional fundraising fees
- $0
- Legal fees
- $156,397
- Accounting fees
- $253,012
- Occupancy
- $307,250
- Travel
- $1,154,812
- Depreciation
- $225,447
- Program services (functional)
- $24,484,143
- Management and general (functional)
- $18,241,923
Balance sheet and other
- Total assets, start of year
- $2,347,393,663
- Total assets, end of year
- $2,601,509,658
- Total liabilities, end of year
- $15,286,180
- Net assets, end of year
- $2,586,223,478
- Land, buildings and equipment
- $454,541
- Publicly traded securities
- $2,447,484,773
- Net assets without donor restrictions
- $2,586,223,478
- Gross receipts
- $302,420,604
- Employees
- 129
- Volunteers
- 0
- Year formed
- 2016
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Myechia Minter-Jordan MD MBA | President [1/1/2024 - 7/20/2024] Officer | 35 | $2,419,674 | $0 | $39,962 |
| ERIK MONTLACK | President - Delta Dental of Massachusetts Highest-paid employee | 5 | $0 | $970,625 | $50,001 |
| Denise Marks | Treasurer Officer | 35 | $625,584 | $0 | $62,202 |
| Patricia Ma | Clerk Officer | 35 | $566,634 | $0 | $16,009 |
| Leslie Carver | Chief Operating Officer, EVP Highest-paid employee | 35 | $471,517 | $0 | $62,202 |
| Kirill Zaydeman | VP, Product Strategy & Transformation - Delta Dental of Massachusetts Highest-paid employee | 5 | $0 | $457,514 | $40,072 |
| Maria Angela Wilkins | VP, Underwriting & Data Analytics - Delta Dental of Massachusetts Highest-paid employee | 5 | $0 | $469,584 | $16,657 |
| Mark Fecteau | VP, Sales & Marketing - Delta Dental of Massachusetts Highest-paid employee | 5 | $0 | $419,027 | $63,788 |
| Gregory P Winn | Assistant Treasurer Officer | 35 | $379,191 | $0 | $61,804 |
| Pamela DA Reeve | President [9/26/2024 - 12/31/2024] /Chair/Director Trustee or director, Officer | 35 | $163,855 | $0 | $0 |
| Evelyn H Miller | Director Trustee or director | 2.2 | $119,574 | $0 | $0 |
| Roderick K King MD | Director Trustee or director | 1.5 | $114,647 | $0 | $0 |
| Robert J Weyant DMD | Director Trustee or director | 1.1 | $114,120 | $0 | $0 |
| Andrew C Agwunobi MD | Director Trustee or director | 2.7 | $113,617 | $0 | $0 |
| Kathleen V Betts | DIRECTOR Trustee or director | 3.2 | $113,561 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Todd W Marshall DDS | Director Trustee or director | 1.2 | $108,647 |
| William C Mills III | Director Trustee or director | 1.3 | $108,121 |
| Jessica A Zeaske | DIRECTOR Trustee or director | 3.2 | $108,024 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Myechia Minter-Jordan MD MBA | President Officer | 35 | $1,216,924 | $0 | $62,083 |
| ERIK MONTLACK | President - Delta Dental of Massachusetts [3/7/2023-12/31/2023] Highest-paid employee | 5 | $0 | $732,115 | $63,586 |
| Denise Marks | Treasurer Officer | 35 | $591,059 | $0 | $62,034 |
| Mariya Filipova | Chief Innovation Officer, EVP - CQ Innovation Partners Highest-paid employee | 5 | $0 | $515,131 | $23,477 |
| Michelle Jones-Johnson | Chief Human Resource Officer, EVP Highest-paid employee | 20 | $493,509 | $0 | $35,209 |
| Patricia Ma | Clerk Officer | 35 | $488,717 | $0 | $16,593 |
| Kasra Rafia | Chief Dental Officer, EVP Highest-paid employee | 35 | $383,747 | $0 | $48,342 |
| Gregory P Winn | Assistant Treasurer Officer | 35 | $362,395 | $0 | $60,531 |
| LINDA VIDONE | VP - Delta Dental of Massachusetts - Clinical Management Highest-paid employee | 5 | $0 | $378,275 | $30,704 |
| Pamela DA Reeve | CHAIR /DIRECTOR Trustee or director | 2.5 | $150,000 | $0 | $0 |
| Evelyn H Miller | Director Trustee or director | 1.8 | $114,213 | $0 | $0 |
| William C Mills III | Director Trustee or director | 1.8 | $110,071 | $0 | $0 |
| Jessica A Zeaske | DIRECTOR Trustee or director | 1.8 | $110,057 | $0 | $0 |
| Andrew C Agwunobi MD | Director Trustee or director | 1.8 | $105,243 | $0 | $0 |
| Kathleen V Betts | DIRECTOR Trustee or director | 1.8 | $105,000 | $0 | $0 |
| Roderick K King MD | Director Trustee or director | 1.8 | $105,000 | $0 | $0 |
| Robert J Weyant DMD | Director Trustee or director | 1.8 | $99,996 | $0 | $0 |
| Todd W Marshall DDS | Director Trustee or director | 1.8 | $99,996 | $0 | $0 |
990 for the year ended December 31, 2022: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Steven J Pollock | President-Dentaquest Former | 0 | $0 | $35,058,582 | $38,118 |
| David Abelman | EVP- Chief Legal Officer - DentaQuest Former | 0 | $0 | $7,726,583 | $19,038 |
| Courtney Ransom | SVP- Chief Ethics & Compliance Officer-Dentaquest Highest-paid employee | 4.5 | $0 | $1,852,708 | $20,405 |
| Myechia Minter-Jordan MD MBA | President Officer | 35 | $1,178,962 | $0 | $59,256 |
| Dennis J Leonard | President & CEO- Delta Dental of MA Highest-paid employee | 4.5 | $1,141,947 | $0 | $43,148 |
| ERIK MONTLACK | VP - Delta Dental of Massachusetts Highest-paid employee | 4.5 | $0 | $845,450 | $54,738 |
| James P Hawkins | Former Clerk Former | 0 | $0 | $650,138 | $29,100 |
| Denise Marks | Treasurer Officer | 35 | $586,199 | $0 | $58,934 |
| Gregory P Winn | Asst. Treasurer Officer | 35 | $459,689 | $0 | $57,555 |
| Patricia Ma | Clerk Officer | 35 | $479,423 | $0 | $15,535 |
| MICHAEL MONOPOLI | CareQuest - VP - Grants and Policy Highest-paid employee | 35 | $447,330 | $0 | $28,213 |
| LINDA VIDONE | VP - Delta Dental of Massachusetts - Clinical Management Highest-paid employee | 4.5 | $444,303 | $0 | $23,820 |
| Jeffrey C Brown | Former Treasurer Former | 0 | $0 | $310,285 | $0 |
| Pamela DA Reeve | CHAIR /DIRECTOR Trustee or director | 2.5 | $150,000 | $62,500 | $0 |
| Evelyn H Miller | Director Trustee or director | 1.8 | $105,822 | $41,665 | $0 |
| Kathleen V Betts | DIRECTOR Trustee or director | 1.8 | $105,584 | $39,585 | $0 |
| Roderick K King MD | Director Trustee or director | 1.8 | $105,822 | $0 | $0 |
| Andrew C Agwunobi MD | Director Trustee or director | 1.8 | $105,000 | $0 | $0 |
| Robert J Weyant DMD | Director Trustee or director | 1.8 | $103,082 | $0 | $0 |
| Todd W Marshall DDS | Director Trustee or director | 1.8 | $101,658 | $0 | $0 |
| Jessica A Zeaske | DIRECTOR Trustee or director | 1.8 | $100,818 | $0 | $0 |
| William C Mills III | Director Trustee or director | 1.8 | $100,580 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 465 MEDFORD ST STE 500, BOSTON, MA 02129-1453
- In care of
- % DENISE MARKS
- Mailing address (990-N for 2017)
- 465 Medford Street, Boston MA 02129
- Principal officer (990 for 2024)
- DENISE MARKS, 465 MEDFORD STREET 500, BOSTON, MA 021291454
- Principal officer (990-N for 2017)
- Steven Pollock, 465 Medford Street, Boston MA 02129
- Signed the 990
- DR MYECHIA MINTER-JORDAN, President
- Phone
- (617) 886-1000
- Website
- WWW.CAREQUEST.ORG
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TO IMPROVE THE ORAL HEALTH OF ALL.
Program accomplishments
- 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.Expenses $24,484,143 · grants $1,183,100 · revenue $4,503,745
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 38-4016550
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E60)
- Assets (IRS master file)
- $2,601,509,658
- Income (IRS master file)
- $302,420,604
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $297,919,860 | $42,726,066 | $2,601,509,658 | XML |
| 990 | December 2023 | $275,188,868 | $39,594,963 | $2,347,393,663 | XML |
| 990 | December 2022 | $1,200,710,162 | $44,746,411 | $2,093,713,542 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2017 Officer: Steven Pollock | December 31, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-4016550).
Questions about CAREQUEST INSTITUTE FOR ORAL HEALTH
- What is the EIN of CAREQUEST INSTITUTE FOR ORAL HEALTH?
- The employer identification number (EIN) of CAREQUEST INSTITUTE FOR ORAL HEALTH is 38-4016550.
- Is CAREQUEST INSTITUTE FOR ORAL HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2017.
- Are donations to CAREQUEST INSTITUTE FOR ORAL HEALTH tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CAREQUEST INSTITUTE FOR ORAL HEALTH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CAREQUEST INSTITUTE FOR ORAL HEALTH due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAREQUEST INSTITUTE FOR ORAL HEALTH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CAREQUEST INSTITUTE FOR ORAL HEALTH?
- The 990 for the year ended December 31, 2024 names DENISE MARKS.
- Who are the officers and directors of CAREQUEST INSTITUTE FOR ORAL HEALTH?
- The 990 for the year ended December 31, 2024 lists 18 people; 14 received compensation from the organization, the highest $2,419,674 (Myechia Minter-Jordan MD MBA, President [1/1/2024 - 7/20/2024]).
- How much revenue does CAREQUEST INSTITUTE FOR ORAL HEALTH have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $297,919,860, expenses of $42,726,066 and total assets of $2,601,509,658 at year end.
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