CareQuest Institute for Oral Health Inc

EIN: 384016550 Health Care

BOSTON, MA

Total Revenue
$297,919,860
Total Expenses
$42,726,066
Total Assets
$2,601,509,658
Net Assets
$2,586,223,478
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
MA
Phone
6178861000
Tax Period
2024-01-01 to 2024-12-31

CareQuest Institute for Oral Health Inc, founded in 2016, is a major nonprofit in the Health Care sector that reported $297.9M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $255.2M, a strong 86% operating margin.

Mission

TO IMPROVE THE ORAL HEALTH OF ALL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $4,503,745
Investment Income $293,416,115
Other Revenue $0
TOTAL REVENUE $297,919,860

Expense Breakdown

Grants Paid $0
Salaries & Benefits $22,511,481
Fundraising Expenses $0
Program Expenses $24,484,143
Other Expenses $20,214,585
TOTAL EXPENSES $42,726,066

Year-over-Year Comparison

2024 2023 Change
Revenue $297,919,860 $275,188,868 +0.1%
Expenses $42,726,066 $39,594,963 +0.1%
Net Income $255,193,794 $235,593,905 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
9
Employees
129
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$4,334,915
Total Directors
9
$1,064,166
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Pamela DA Reeve President [9/26/2024 - 12/31/2024] /Chair/Director 35.0
Officer Director
$163,855 $0 $163,855
Andrew C Agwunobi MD Director 2.7
Director
$113,617 $0 $113,617
Evelyn H Miller Director 2.2
Director
$119,574 $0 $119,574
Jessica A Zeaske DIRECTOR 3.2
Director
$108,024 $0 $108,024
Kathleen V Betts DIRECTOR 3.2
Director
$113,561 $0 $113,561
Robert J Weyant DMD Director 1.1
Director
$114,120 $0 $114,120
Roderick K King MD Director 1.5
Director
$114,647 $0 $114,647
Todd W Marshall DDS Director 1.2
Director
$108,647 $0 $108,647
William C Mills III Director 1.3
Director
$108,121 $0 $108,121
Denise Marks Treasurer 35.0
Officer
$625,584 $62,202 $687,786
Gregory P Winn Assistant Treasurer 35.0
Officer
$379,191 $61,804 $440,995
Myechia Minter-Jordan MD MBA President [1/1/2024 - 7/20/2024] 35.0
Officer
$2,419,674 $39,962 $2,459,636
Patricia Ma Clerk 35.0
Officer
$566,634 $16,009 $582,643
ERIK MONTLACK President - Delta Dental of Massachusetts 5.0
Highest
$0 $50,001 $1,020,626
Kirill Zaydeman VP, Product Strategy & Transformation - Delta Dental of Massachusetts 5.0
Highest
$0 $40,072 $497,586
Leslie Carver Chief Operating Officer, EVP 35.0
Highest
$471,517 $62,202 $533,719
Maria Angela Wilkins VP, Underwriting & Data Analytics - Delta Dental of Massachusetts 5.0
Highest
$0 $16,657 $486,241
Mark Fecteau VP, Sales & Marketing - Delta Dental of Massachusetts 5.0
Highest
$0 $63,788 $482,815
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $297,919,860 $42,726,066 $2,601,509,658 $255,193,794
2023 $275,188,868 $39,594,963 $2,347,393,663 $235,593,905
2022 $1,200,710,162 $44,746,411 $2,093,713,542 $1,155,963,751
2021 $52,496,525 $38,960,217 $933,932,322 $13,536,308
2020 $30,656,430 $29,238,970 $819,224,989 $1,417,460
2019 $5,227,178 $15,673,556 $739,147,696 $-10,446,378
2018 $246,528 $10,700,427 $671,580,593 $-10,453,899
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