TY 2022 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) Andrew C Agwunobi MD Director	1.8 ................. 1.8	X			105,000	0	0
(2) Evelyn H Miller Director	1.8 ................. 1.8	X			105,822	41,665	0
(3) Jessica A Zeaske DIRECTOR	1.8 ................. 1.8	X			100,818	0	0
(4) Kathleen V Betts DIRECTOR	1.8 ................. 1.8	X			105,584	39,585	0
(5) Pamela DA Reeve CHAIR /DIRECTOR	2.5 ................. 2.5	X			150,000	62,500	0
(6) Robert J Weyant DMD Director	1.8 ................. 1.8	X			103,082	0	0
(7) Roderick K King MD Director	1.8 ................. 1.8	X			105,822	0	0
(8) Todd W Marshall DDS Director	1.8 ................. 1.8	X			101,658	0	0
(9) William C Mills III Director	1.8 ................. 1.8	X			100,580	0	0
(10) Denise Marks Treasurer	35.0 ................. 6.0		X		586,199	0	58,934
(11) Gregory P Winn Asst. Treasurer	35.0 ................. 6.0		X		459,689	0	57,555
(12) Myechia Minter-Jordan MD MBA President	35.0 ................. 6.0		X		1,178,962	0	59,256
(13) Patricia Ma Clerk	35.0 ................. 6.0		X		479,423	0	15,535
(14) Courtney Ransom SVP- Chief Ethics & Compliance Officer-Dentaquest	4.5 ................. 35.5			X	0	1,852,708	20,405
(15) Dennis J Leonard President & CEO- Delta Dental of MA	4.5 ................. 35.5			X	1,141,947	0	43,148
(16) ERIK MONTLACK VP - Delta Dental of Massachusetts	4.5 ................. 35.5			X	0	845,450	54,738
(17) LINDA VIDONE VP - Delta Dental of Massachusetts - Clinical Management	4.5 ................. 35.5			X	444,303	0	23,820

(A) Name and business address	(B) Description of services	(C) Compensation
ANALYTIC8 LLC 150 N MICHIGAN AVE STE 1580 CHICAGO,IL60601	CONSULTING	795,100
RSM US LLP 80 CITY SQUARE BOSTON,MA02129	CONSULTING	572,264
CAPM LLC 477 MADISON AVE STE 210 NEW YORK,NY10022	CONSULTING	302,994
ERNST & YOUNG US LLP PO BOX 640 PITTSBURG,PA15264	CONSULTING	124,084

2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 13

	(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	626,007
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......	1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................	2e
3	Subtract line 2e from line 1..................	3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................	4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......	5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........	1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................	2e
3	Subtract line 2e from line 1...................	3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................	4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......	5

Return Reference	Explanation
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	The FASB issue ASU 2019-12, Income Taxes (Topic 740) - Simplifying the accounting for income taxes, which will eliminate several accounting exceptions related to income taxes, as well as introduce 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 Company, so the Company has determined that adopting this new standard is not expected to have a financial impact. 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.

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Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization
CareQuest Institute for Oral Health Inc

Employer identification number
38-4016550

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ACHIEVA 711 Bingham St Pittsburgh,PA152031007	25-1505216	501(c)3	144,442	The purpose of this grant is to expand access to oral health care for individuals with intellectual and developmental disabilities (IDD) through the designation of this population as a Medically Underserved Population.
(2) ADVOCATES BUILDING LASTING EQUALITY IN NH 2 1/2 Beacon St Concord,NH03301	30-0508754	501(c)3	102,919	The purpose of this grant is to mobilize disability self-advocates in the implementation of the new Medicaid adult dental benefit, increase the size of the dental provider network in New Hampshire, and build the competency of providers serving people with disabilities.
(3) ALTAMED HEALTH SERVICES CORPORATION 2040 Camfield Avenue Los Angeles,CA90040	95-2810095	501(c)3	150,000	The purpose of this grant is to support AltaMed's advocacy training initiatives for residents of Southeast Los Angeles and the development and dissemination of an equity-based, systems-change toolkit to federally qualified health centers in and beyond Southern California.
(4) AMERICAN ACADEMY OF CARIOLOGY 711 Potter Ave Half Moon Bay,CA94019	81-2835541	501(c)3	30,000	The purpose of this grant is to support three events - a fall webinar, a spring webinar, and the AAC's 7th annual Spring Conference, themed Biomaterials Therapeutics in the World of Dental Caries.
(5) AMERICAN ACADEMY OF DEVELOPMENTAL MEDICINE 3 Forester Ave Warwick,IL10990	01-0751843	501(c)3	13,475	The purpose of this grant is to provide sponsorship support for the American Academy of Developmental Medicine's annual conference, including support of the student chapter representatives.
(6) American Academy of Pediatrics PO Box 776437 Chicago,IL606776437	36-2275597	501(c)3	143,795	This proposal will support the American Academy of Pediatrics to deepen understanding, elevate opportunities, and build consensus around new clinically integrated opportunities for pediatricians applying silver-diamine fluoride to advance the integration of oral health into primary care
(7) American Children's Campaign Inc dba The Children's Campaign 111 South Magnolia Drive Tallahassee,FL32301	31-1811747	501(c)3	150,000	The purpose of this grant is to support American Children's Campaign (ACC) to execute its strategic advocacy work, which focuses primarily on a scientific polling effort and ensuing communications campaign in support of dental therapy authorization in Florida.
(8) AMERICAN NETWORK OF ORAL HEALTH COALITIONS PO box 4567 Topeka,KS66604	81-1055533	501(c)3	12,375	This grant supports programming from the American Network of Oral Health Coalitions, including the Peer Support Mentoring Program, the new Emerging Coalitions Learning Collaborative, and the annual meeting.
(9) APPLE TREE DENTAL 2442 Mounds View Blvd Mounds View,MN55112	36-3411437	501(c)3	25,000	The purpose of this grant is to build awareness and foster new opportunities for impactful research among oral health advocates through Apple Tree Dental's expanded Research Collaboration capacity.
(10) ARCORA FOUNDATION 55 Madison Street Denver,CO80206	81-0803719	501(c)3	167,545	The purpose of this grant is to strengthen the integration of oral health within the community health worker workforce at a national level, to build a new national partnership focused on interprofessional education, and to advance the recommendations from the HRSA Advisory Committee on Training in Primary Care Medicine and Dentistry.
(11) ARKANSAS MEDICAL DENTAL PHARMACEUTICAL ASSOCIATION 601 Rock St Little Rock,AR72202	58-2016034	501(c)3	95,200	The purpose of this grant is to support Arkansas Medical Dental Pharmaceutical Association (AMDPA) to facilitate change in the areas of education, dental workforce, and community data collection.
(12) ASIAN RESOURCES INC 5100 El Paraiso Avenue Sacramento,CA95824	94-2658135	501(c)3	150,000	The purpose of this grant is to support efforts to advance equity through language access policy, improved statewide data collection and reporting systems, and the elevation of Asian American, Native Hawaiian, and Pacific Islander (AANHPI) community voices in oral health in California.
(13) ASSOCIATION OF STATE & TERRITORIAL DENTAL DIRECTORS 3858 Cashill Blvd Reno,NV89509	74-2095782	501(c)6	25,000	The purpose of this grant is to update ASTDD's 2011 Prevention and Control of Early Childhood Tooth Decay Best Practice Approach Report to reflect current best practices for preventing Early Childhood Caries, with specific focus on reaching underserved populations and addressing social determinant of health factors.
(14) BOSTON UNIVERSITY 881 Commonwealth Avenue Boston,MA02215	04-2103547	501(c)3	186,400	The purpose of this grant is to implement and assess a Continuing Education program for Massachusetts oral health providers that will increase providers serving as dental homes for children under 3, as well as piloting a complimenting value-based payment model.
(15) BROOKVIEW HOUSE INC 2 Brookview St Dorchester Center,MA02124	22-3032466	501(c)3	75,000	This proposal is to support Brookview House Inc., as a member of the Racial Justice in Health co-funding initiative, to strengthen their organizational infrastructure, develop advocacy capacity as a new area of activation, and to prioritize and advocate for health or oral health policies in partnership with the community they serve
(16) CALIFORNIA PAN-ETHNIC HEALTH NETWORK 1221 Preservation Park Way Oakland,CA946121277	94-3306223	501(c)3	200,000	The purpose of this grant is to support advocacy efforts to protect and expand Medicaid coverage of oral health care as well as strengthen the linguistic and cultural quality of care through community advocacy training and grassroots capacity building.
(17) Center for Health Care Strategies Inc 200 American Metro Blvd Hamilton,NJ086192320	22-3375015	501(c)3	109,900	The purpose of this grant is to support the Center for Health Care Strategies to conduct research and data collection that expands understanding and awareness of Minimally Invasive Care, engage various oral health stakeholders at the national, state, and local levels for interviews, and develop three to four case studies for distribution.
(18) CENTER FOR MEDICARE ADVOCACY INC PO Box 350 Willimantic,CT06226	06-1172509	501(c)3	100,000	The purpose of this grant is to support the implementation of the recently approved Physician Fee Schedule Fiscal Year 2023 proposed rule, which will expand medically necessary dental services covered through Medicare.
(19) CENTER FOR MEDICARE ADVOCACY INC PO Box 350 Willimantic,CT06226	06-1172509	501(c)3	100,000	The purpose of this grant is to support the Center for Medicare Advocacy's efforts to expand Medicare coverage to include a comprehensive oral health benefit.
(20) CHILDREN NOW 1404 Franklin Street Oakland,CA946123232	94-3059243	501(c)3	150,000	This proposal is to support Children Now in protecting and advancing California health policies and regulations related to accountable care coordination, funding for coverage, and school-based oral health programming.
(21) CHILDREN'S ACTION ALLIANCE 3030 N 3rd Street PHOENIX,AZ85012	86-0594785	501(c)3	175,000	The purpose of this grant is to support Children's Action Alliance and Arizona Oral Health Coalition's (CAA/AZOHC) efforts to advocate for comprehensive Medicaid adult dental coverage, access to care for underserved and under-resourced populations, and enhanced emphasis on provider cultural competency.
(22) CHILDREN'S ALLIANCE 113 Cherry St Seattle,WA981042205	91-0982879	501(c)3	124,963	The purpose of this grant is to support the continued momentum and engagement of the Washington Dental Access Coalition, the main goal for which is to expand authorization of dental therapists in Washington.
(23) COALITION OF TEXANS WITH DISABILITIES 1716 San Antonio St Austin,TX78701	74-2071160	501(c)3	73,858	The purpose of this grant is to support advocacy for the timely implementation of two 2021 Texas Medicaid omnibus bills that include provisions for an annual preventative visit for 400,000 STAR+PLUS beneficiaries (low-income adults with disabilities).
(24) Colorado Consumer Health Initiative 303 E 17th Ave Denver,CO80203	84-1145452	501(c)3	175,000	The purpose of this grant is to support the development of a community-driven Colorado oral health agenda and ensuring community voices in the development of the Colorado Oral Health Coalition infrastructure.
(25) COMMUNITY CATALYSTINC One Federal Street Boston,MA02110	04-3355127	501(c)3	250,000	This proposal supports Community Catalyst to serve as a critical and strategic partner to CareQuest Institute through advancing federal oral health policy, strengthening the capacity of CareQuest Institute grantees to engage in community-driven policy advocacy, and supporting and expanding consumer-driven demand for new, integrated, minimally invasive, person-centered models of care.
(26) COMMUNITY CATALYSTINC One Federal Street Boston,MA02110	04-3355127	501(c)3	250,000	This proposal supports Community Catalyst to serve as a critical and strategic partner to CareQuest Institute through advancing federal oral health policy, strengthening the capacity of CareQuest Institute grantees to engage in community-driven policy advocacy, and supporting and expanding consumer-driven demand for new, integrated, minimally invasive, person-centered models of care.
(27) Community Health Center Inc 635 Main St Middletown,CT06457	74-2071160	501(c)3	150,000	This grant is to support Community Health Center, Inc., to advance an equity-grounded, patient-centered approach to improving dental care access, utilization, and outcomes among people living with HIV and AIDS.
(28) Cross Street Training & Academic Center 440 West Street Middletown,CT06457	20-3073111	501(c)3	117,472	The purpose of this project is to support Ministerial Health Fellowship to provide education to and build advocacy capacity among BIPOC community members, oral health advocates, and faith-based organizational partners in Connecticut around systemic oral health issues through its recently created Community Health Worker role.
(29) FAMILIES USA FOUNDATION INC 1201 New York Avenue NW Washington,DC20005	52-1632583	501(c)3	262,500	The purpose of this grant is to build upon the existing momentum of Families USA's Oral Health for All Campaign, a long-term, multi-faceted campaign to expand access to oral healthcare through Medicaid and Medicare policy.
(30) FAMILIES USA FOUNDATION INC 1201 New York Avenue NW Washington,DC20005	52-1632583	501(c)3	262,500	The purpose of this grant is to build upon the existing momentum of Families USA's Oral Health for All Campaign, a long-term, multi-faceted campaign to expand access to oral healthcare through Medicaid and Medicare policy.
(31) FLORIDA VOICES FOR HEALTH 12978 SouthWest 44th Street Miramar,FL33027	54-2080380	501(c)3	179,300	The purpose of this grant is to support Florida Voices for Health's capacity to integrate and sustain important coalition-building and advocacy development activities, initiated by Florida Institute for Innovation, into its ongoing efforts to establish a Medicaid Adult Dental Benefit in Florida
(32) FLORIDA VOICES FOR HEALTH 12978 SouthWest 44th Street Miramar,FL33027	54-2080380	501(c)3	50,000	The purpose of this grant is to support Florida Voices for Health to collect and disseminate patient stories, convene community and state organizations to develop a state oral health plan, and improve their legislative and community advocacy capacity in preparation for future policy opportunities to create a Medicaid Adult Dental Benefit.
(33) FORSYTH DENTAL INFIRMARY FOR CHILDR 254 First Street Cambridge,MA02142	04-2104230	501(c)3	35,000	The purpose of this grant is to support the ForsythCares elder adult dental care pilot through necessary equipment purchases.
(34) Harvard School of Dental Medicine 1635 Tremont Street Boston,MA021201616	04-2103580	501(c)3	200,000	This grant will support the Center for the Integration of Primary Care and Oral Health (CIPCOH), as a part of Harvard School of Dental Medicine, implement the third phase of the 100 Million Mouths Campaign, expanding the number of states with designated Champions by eight.
(35) Harvard School of Dental Medicine 1635 Tremont Street Boston,MA021201616	04-2103580	501(c)3	29,958	The purpose of this grant is to support Harvard School of Dental Medicine and its summit and learning collaborative on "Integrating Care to Meet Universal Health Coverage Goals."
(36) HAWAII CHILDREN'S ACTION NETWORK (HCAN) PO Box 23198 Honolulu,HI96823	94-3257650	501(c)3	99,979	The purpose of this grant is to support the Hawaii Oral Health Coalition's (HOHC) Prevention and Access Committee to develop policy recommendations and advocacy toward sustainable school-based sealant programs and bolster community engagement within the HOHC Neighbor Islands.
(37) HAWAII PUBLIC HEALTH INSTITUTE 850 RIchards Street Honolulu,HI96813	68-0637054	501(c)3	132,574	The purpose of this grant is to capitalize on the momentum created from passing a comprehensive Medicaid adult dental benefit by assessing and advancing network adequacy, engaging communities to identify opportunities to employ new models of care and strengthening data equity across the state.
(38) HEALTH CARE FOR ALL 1 Federal Street Boston,MA02110	04-3071597	501(c)3	185,991	The purpose of this grant is to support Health Care For All's oral health policy and advocacy work promoting integration within the Medicaid 1115 waiver, to maintain a comprehensive adult dental benefit, to establish a statewide oral health equity commission, and to explore teledentistry and innovative workforce models.
(39) HEALTH DISPARITIES COLLABORATIVE OF OHIO INC 332 Hamilton Ave Columbus,OH43203	45-3844673	501(c)3	142,765	The purpose of this grant is to support Ohio Federation for Health Equity and Social Justice to sustain its engagement of kinship caregivers and the youth in their care through story collection, policy advocacy, and the development and distribution of an oral health advocates toolkit designed to mobilize communities.
(40) HENRY SCHEIN CARES FOUNDATION INC 135 Duryea Road Melville,NY117473834	26-4137268	501(c)3	27,823	The purpose of this grant is to support the SHE: Successful Healthcare Entrepreneurship event, bringing together key practitioner stakeholders from the Medical and Dental professions to energize collaboration around employing an integrated, holistic approach to healthcare.
(41) HISPANIC DENTAL ASSOCIATION 2 Talon Ct Sewell,DC08080	36-3719494	501(c)3	7,000	This proposal is to support the Hispanic Dental Association to build a robust set of data, evidence, and capacity to elevate the oral health disparities for Hispanic providers and consumers in order drive equitable state and national policy change.
(42) HISPANIC DENTAL ASSOCIATION 2 Talon Ct Sewell,DC08080	36-3719494	501(c)3	306,965	The purpose of this grant is to support four CareQuest Institute for Oral Health promotional pieces in the quarterly Journal of the Hispanic Dental Association.
(43) HOOSIER ACTION RESOURCE CENTER INC 1461 W Bloomfield Rd Bloomington,IN47403	83-4091031	501(c)3	108,382	This proposal is to support Hoosier Action Resource Center to deepen the base of directly impacted leaders, train and mobilize community-based advocates across the state of Indiana and introduce an oral health component to the statewide Medicaid advocacy coalition.
(44) IDAHO PRIMARY CARE ASSOCIATION INC 1087 W RIVER ST BOISE,ID837027024	82-0376764	501(c)3	152,988	The purpose of this grant is to support the Idaho Primary Care Association in implementing the CareQuest Institute Three Domains Framework through piloting teledentistry to increase access to care in a frontier community, testing the use of minimally invasive care procedures within community health centers and advancing the integration of dental data into the state Health Information Exchange.
(45) ILLINOIS PRIMARY HEALTH CARE ASSOCIATION 500 S 9th Street Springfield,IL62701	36-3369241	501(c)3	125,000	This proposal is to support the Illinois Primary Health Care Association equitably expand the oral health workforce to sustainably address pervasive shortages and advance new models of integrated, prenatal oral health care in the dental safety net.
(46) Intend Health Strategies PO Box 156 Prides Crossing,MA01965	27-2952793	501(c)3	10,000	The purpose of this grant is to support an oral health component of Intend Health Strategies' Student Action Network and Leadership Summit.
(47) JUSTICE IN AGING 1444 Eye St NW Washington,DC20005	95-3132674	501(c)3	120,000	The purpose of this grant is to maintain momentum for a dental benefit in Medicare Part B and promote medically necessary coverage through the Centers for Medicaid and Medicare Services, to increase access to dental services for vulnerable populations through Home-Based and Community Services Waivers, and to build and strengthen oral health partnerships with aging and disability advocates.
(48) KANSAS CITY CARE CLINIC 3515 Broadway Kansas City,MO64111	43-0967292	501(c)3	5,390	The purpose of this grant is to support KC Care Health Center's Cancer Prevention Initiative to implement oral cancer screening and outreach.
(49) KENTUCKY YOUTH ADVOCATES INC 10200 Linn Station Road Louisville,KY40223	61-0929390	501(c)3	125,000	The purpose of this grant is to support Kentucky Youth Advocates the Kentucky Oral Health Coalition's capacity to conduct a statewide oral health landscape assessment and play a leading, supervisory, and guiding role to the state as it begins implementing an expanded Medicaid adult dental benefit.
(50) KENTUCKY YOUTH ADVOCATES INC 10200 Linn Station Road Louisville,KY40223	61-0929390	501(c)3	75,000	The purpose of this grant is to support the Kentucky Oral Health Coalition (KOHC) to advocate for Medicaid investments in oral health and support for the Kentucky Children's Health Insurance Program (KCHIP) by the state of Kentucky.
(51) LEVELUP KIDS INC 5416 NE Antioch Road Kansas City,MO64119	20-3664224	501(c)3	13,600	The purpose of this grant is to support replacement equipment costs for LevelUp Kids in order to continue to serve children in the Kansas City, Missouri region.
(52) MAINE EQUAL JUSTICE PARTNERS 126 Sewall Street Augusta,ME04330	04-3346273	501(c)3	115,579	The purpose of this grant is to ensure that the implementation of the Medicaid dental benefit is informed by the needs of community members, to promote the benefit to newly eligible Medicaid beneficiaries, and to secure Medicaid benefits for Maine immigrants regardless of immigration status.
(53) MAINE PRIMARY CARE ASSOCIATION INC 73 Winthrop Street Augusta,ME04330	22-2630127	501(c)3	103,712	This proposal is to support the Maine Primary Care Association in developing workforce and infrastructure in new and equitable ways to respond to implementation of Maine's new Medicaid adult dental benefit and positioning the safety net dental practices to re-engage in efforts to pilot value-based care.
(54) MARYLAND DENTAL ACTION COALITION INC 10015 Old Columbia Road Columbia,MD21046	52-1810697	501(c)3	150,975	The purpose of this grant is to secure a Medicaid adult dental benefit in Maryland and to improve access to oral health care for pregnant people by expanding the scope of practice of certain key members of oral health care teams.
(55) MARYMOUNT UNIVERSITY 1000 North Glebe Road Arlington,VA22201	54-0573801	501(c)3	30,493	The purpose of this grant is to support a research project examining how proximity to Emergency Department and other dental care locations impacts the utilization of the Emergency Department for non-traumatic dental conditions across the state of Maryland.
(56) MICHIGAN ORAL HEALTH COALITION 7215 Westshire Drive Lansing,MI489179764	20-5121672	501(c)3	150,000	The purpose of this grant is to support Michigan Oral Health Coalition's advocacy to increase funding for adult Medicaid dental services and to host community conversations in key areas of the state exploring barriers to care.
(57) MICHIGAN PRIMARY CARE ASSOCIATION 7215 Westshire Dr Lansing,MI489179764	38-2294018	501(c)3	156,777	This grant will support the Michigan Primary Care Association to partner with the CareQuest Institute Health Transformation Team to implement the Community Oral Health Transformation (COrHT) Initiative through implementing an intentionally designed capacity-building initiative for Michigan community health centers to position the safety net for implementing new models of oral health value-based care and payment (VBC/P)
(58) Mississippi Black Women's Roundtable PO Box 21499 Jackson,MS39289	83-1193631	501(c)3	50,000	The purpose of this grant is to support the Mississippi Black Women's Roundtable in its community outreach and rapid response work for women of color.
(59) MISSOURI COALITION FOR ORAL HEALTH INC PO Box 1432 Jefferson City,MO651021432	20-5032836	501(c)3	165,919	The purpose of this grant is to support the Missouri Oral Health Coalition in piloting a value-based, dental alternative payment model specifically to serve people with disabilities through teledentistry.
(60) National Academy of Sciences 500 5th Street NW Washington,DC20001	53-0196932	501(c)3	50,000	The purpose of this grant is to support the National Academies of Sciences, Engineering, and Medicine's virtual workshop on exchanging experiences and ideas on community-engaged approaches to oral health and the oral health workforce.
(61) NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS 7501 Wisconsin Ave Bethesda,MD208144811	52-0939952	501(c)3	125,000	This grant will support the National Association of Community Health Centers to advance oral health integration within the broader community health center field, design new roles within the oral health workforce, and advocate for federal and state policies that advance oral health equity
(62) NATIONAL ASSOCIATION OF COMMUNITY HEALTH CENTERS 7501 Wisconsin Ave Bethesda,MD208144811	52-0939952	501(c)3	125,000	This grant will support the National Association of Community Health Centers to advance oral health integration within the broader community health center field, design new roles within the oral health workforce, and advocate for federal and state policies that advance oral health equity
(63) NATIONAL CONFERENCE OF STATE LEGISLATURES 7700 East First Place Denver,CO80230	84-0772595	501(c)3	52,000	The purpose of this grant is to support learning opportunities around emerging oral health policy issues for the National Conference for State Legislators' members, state legislators, and legislative staff.
(64) NATIONAL DENTAL ASSOCIATION 3060 Mitchellville Rd Bowie,MD20716	54-0315311	501(c)3	125,000	This proposal will support the NDA in partnering with a variety of partners across Louisiana to advocate for Medicaid policy changes that will increase access to care, while at the same time, strengthen the capacity of the NDA to be a leading voice for health and racial equity within the field of oral health
(65) NATIONAL NETWORK FOR ORAL HEALTH ACCESS 181 E 56th Avenue Denver,CO80216	84-1186592	501(c)3	146,215	This grant will support the National Network of Oral Health Access in organizing and implementing a network approach to strengthening the capacity of the primary care associations across the country to advance policy and regulatory change that drive oral health transformation
(66) NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES 1300 Connecticut Ave NW Washington,DC20036	72-1505359	501(c)3	500,000	This proposal is for the National Network of Public Health Institutes to support the Oral Health Progress and Equity Network (OPEN) in finalizing the necessary steps towards organizational independence, implementing a newly established fund development strategy, and advancing local, state, and federal oral health policy through engagement of the national OPEN network.
(67) NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES 1300 Connecticut Ave NW Washington,DC20036	72-1505359	501(c)3	500,000	This proposal is for the National Network of Public Health Institutes to support the Oral Health Progress and Equity Network (OPEN) in finalizing the necessary steps towards organizational independence, implementing a newly established fund development strategy, and advancing local, state, and federal oral health policy through engagement of the national OPEN network.
(68) NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES 1300 Connecticut Ave NW Washington,DC20036	72-1505359	501(c)3	500,000	This proposal is for the National Network of Public Health Institutes to support the Oral Health Progress and Equity Network (OPEN) in finalizing the necessary steps towards organizational independence, implementing a newly established fund development strategy, and advancing local, state, and federal oral health policy through engagement of the national OPEN network.
(69) NATIONAL NETWORK OF PUBLIC HEALTH INSTITUTES 1300 Connecticut Ave NW Washington,DC20036	72-1505359	501(c)3	500,000	This proposal is for the National Network of Public Health Institutes to support the Oral Health Progress and Equity Network (OPEN) in finalizing the necessary steps towards organizational independence, implementing a newly established fund development strategy, and advancing local, state, and federal oral health policy through engagement of the national OPEN network.
(70) NATIONAL RURAL HEALTH ASSOCIATION 406 West 34th St Kansas City,MO46111	01-0363873	501(c)3	125,000	The purpose of this grant is to advance momentum for oral health integration to improve rural oral health equity through implementation of the National Rural Oral Health Initiative and its key pillars of advocacy, communications, education, and research.
(71) NATIONAL RURAL HEALTH ASSOCIATION 406 West 34th St Kansas City,MO46111	01-0363873	501(c)3	125,000	The purpose of this grant is to advance momentum for oral health integration to improve rural oral health equity through implementation of the National Rural Oral Health Initiative and its key pillars of advocacy, communications, education, and research.
(72) NC CHILD 3101 Poplarwood Court Raleigh,NC27604	58-1534066	501(c)3	140,000	This grant is to support NC Child to distill feedback from historically marginalized communities across North Carolina into a policy advocacy agenda and galvanize local and statewide support for advancing oral health policy targeted at oral health system transformation.
(73) Nebraska Appleseed Center for Law in the Public Interest POBox83613 Lincoln,NE685013613	47-0798343	501(c)3	120,000	The purpose of this grant is to support Nebraska Appleseed to build a health policy agenda that includes oral health using their historically successful community organizing strategies to engage and collaborate with communities and consumers across Nebraska.
(74) Neighborhood Services Organization Inc 431 SW 11th St Oklahoma City,OK73109	73-0785944	501(c)3	6,641	The purpose of this grant is to support Neighborhood Services Organization in purchasing necessary replacement equipment pieces for the dental clinic.
(75) NEW HAMPSHIRE PUBLIC HEALTH ASSOC 4 PARK ST CONCORD,NH033016313	02-0453814	501(c)3	115,487	The purpose of this grant is to support the successful implementation of the New Hampshire Medicaid Adult Dental Benefit by growing enrollment and competencies within the Medicaid provider network through training and partnership development, and advocate for the reauthorization of Medicaid Expansion in 2023.
(76) NEW YORK UNIVERSITY COLLEGE OF DENTISTRY 2121 SW Broadway Portland,OR97201	93-0718154	501(c)3	204,522	The purpose of this grant is to support the Northwest Portland Area Indian Health Board's efforts to implement the Community Health Aide Program (CHAP) at the federal level, as well as design and implement indigenized Health Aide programs to improve oral health access in the Pacific Northwest.
(77) Northwest Portland Area Indian Health Board 433 First Ave New York,NY10010	13-5562308	501(c)3	200,000	The proposal is to support the Oral Health Nursing Education Program (OHNEP) at New York University (NYU) in deepening oral health within the nursing standards of care, expanding nursing curricula to be inclusive of serving the oral health needs of patients with special health care needs, and further institutionalizing oral health within care for Veterans.
(78) ORAL HEALTH KANSASINC PO Box 4567 Topeka,KS66604	20-0337278	501(c)3	156,147	The purpose of the grant is to ensure consumer and community voice are elevated as Kansas implements the new Medicaid adult dental benefit and assesses its preliminary implementation.
(79) OSAP FOUNDATION INC One Glenlake Parkway NE ATLANTA,GA30328	52-1963109	501(c)3	65,736	The purpose of this grant is to support the Organization for Safety, Asepsis and Prevention (OSAP) in modernizing and disseminating new infection control resources nationally to strengthen the capacity of oral health providers to reduce risk, enhance safety, and better serve their patient
(80) PENNSYLVANIA COALITION FOR ORAL HEALTH PO Box 242 Delmont,PA15626	81-3594885	501(c)3	48,300	The purpose of this grant is to support Pennsylvania Coalition for Oral Health's collaborative efforts to restore comprehensive dental benefits in Medicaid and to raise awareness of upcoming changes to the state's Managed Care Organizations (MCOs) for patients from and providers serving Medicaid-eligible populations.
(81) Public Health Foundation Enterprises Inc PO Box 956 Tok,AK99780	95-2557063	501(c)3	160,707	The purpose of this grant is to support the American Dental Therapy Association to strengthen its internal organizational and financial infrastructure while launching a strategy to strengthen the alignment and capacity of the practice of dental therapy.
(82) SENIOR CHARITY CARE FOUNDATION 721 N Main Street Layton,UT84041	45-2102291	501(c)3	15,339	The purpose of this grant is to support Senior Charity Care Foundation's urgent equipment needs.
(83) SOCIETY OF AMERICAN INDIAN DENTIST 230 Fairview Drive Carson City,NV89701	20-5966903	501(c)3	20,000	This proposal is to support the Society of American Indian Dentists to strengthen internal organizational infrastructure, develop and implement a diverse fund development plan, and step into a position of national leadership to influence oral health policy at the local, state, and national level
(84) SOCIETY OF AMERICAN INDIAN DENTIST 230 Fairview Drive Carson City,NV89701	20-5966903	501(c)3	124,600	The purpose of this grant is to support the Society of American Indian Dentists' annual conference through the student representative and primary care provider workshop components.
(85) SOLID GROUND 1501 North 45th Street Seattle,WA98103	23-7421892	501(c)3	125,001	The purpose of this grant is to support Poverty Action, a leading organization within the Washington Dental Access Campaign, to engage new community and legislative stakeholders with an expanded set of oral health policy goals, advocacy training opportunities, and data collection activities that promote equity and racial justice in and beyond the state of Washington.
(86) SOLID GROUND 1501 North 45th Street Seattle,WA98103	23-7421892	501(c)3	125,000	This proposal is for Poverty Action to implement a statewide, community-driven, legislative policy campaign to authorize dental therapy in tribal and non-tribal communities to address the growing gaps in access and oral health workforce disparities.
(87) Somali Development Center Inc 10 Malcolm X Blvd Roxbury,MA02119	04-3318202	501(c)3	75,000	This proposal is to support Somali Development Center, as a member of the Racial Justice in Health co-funding initiative, to strengthen their organizational infrastructure, develop advocacy capacity as a new area of activation, and to prioritize and advocate for health or oral health policies in partnership with the community they serve
(88) South Carolina Appleseed Legal Justice Center PO Box 7187 Columbia,SC29202	57-1035023	501(c)3	135,520	The purpose of this grant is to support South Carolina Appleseed Legal Justice Center to carry out a statewide oral health landscape analysis, engage communities and organizational partners for the Healthcare Stories Project, and to advocate for Medicaid expansion that includes dental benefits in South Carolina.
(89) SOUTHERN PLAINS TRIBAL HEALTH BOARD EDUCATION FOUNDATION 9705 North Broadway Extension Oklahoma City,OK73114	73-1606600	501(c)3	80,625	The purpose of this grant is to examine the state and national American Indian/Alaska Native (AI/AN) data collection systems, as well as the scope and impact of racial misclassification within data sets and will design a series of priority strategies for advancing data equity.
(90) STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION 1715 W Florence Ave Los Angeles,CA900472220	95-4635737	501(c)3	100,000	The purpose of this grant is to capitalize on historic base-building efforts in South Los Angeles to transition communities and partners into a statewide campaign for expanding the oral health workforce and economic opportunities for low-income Californians.
(91) Suwannee River Area Education Center 14646 NW 151st Blvd Alachua,FL32615	59-3112649	501(c)3	110,100	The purpose of this grant is to support Floridians for Dental Access' efforts to authorize Direct Access for dental hygienists to practice at the top of their licensure and pass legislation to authorize dental therapy to increase access to oral health care for millions of residents throughout Florida.
(92) TEXAS HEALTH INSTITUTE 9111 Jollyville Road Austin,TX78759	74-2237787	501(c)3	163,067	The purpose of this grant is to support Texas Health Institute in implementing a multi-pronged strategy to partner with both local organizations and decision-makers across the state to build an oral health policy agenda while implementing efforts to specifically strengthen the Texas safety net.
(93) THE AMERICAN INSTITUTE OF DENTAL PUBLIC HEALTH 10650 Culebra Rd San Antonio,TX78251	84-2850098	501(c)3	75,000	The purpose of this grant is to support the planning and coordination of AIDPH's Federal Service Internship and Veteran Oral Health Hill Day.
(94) THE CT ORAL HEALTH INITIATIVE 53 Oak St Hartford,CT06106	52-2380576	501(c)3	140,000	This grant is intended to support the Connecticut Oral Health Initiative to advance a new oral health policy agenda that was developed through a 2022 Medicaid Gap Analysis that focused on expanding benefit caps, revising the dental therapy licensure, and building public and provider support for alternative payment models in oral health.
(95) The Denver Health and Hospitals Foundation 777 Bannock St Denver,CO80204	84-1085196	501(c)3	152,359	The purpose of this grant is to support the Denver Health Foundation, in partnership with Denver Health, to demonstrate the impact of a new integrated approach to delivering HPV vaccines in dental settings to expand access to new, whole-person care models.
(96) THE FUND FOR A HEALTHIER COLORADO 303 East 17th Ave Denver,CO80203	47-4101801	501(c)3	103,600	The purpose of this grant is to support the Fund for a Healthier Colorado to co-lead the development of a statewide oral health coalition, partner with the state's Dental Association to create a medical loss ratio for dental insurance, and to oversee the implementation of recently passed dental therapy legislation, in partnership with local, community-driven organizations.
(97) THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 7500 Cambridge Street Houston,TX77054	74-1761309	501(c)3	10,000	The purpose of this grant is to support the "OpenWide: Learning from Data in Dentistry" symposium, put on by UTHealth Houston, and provide a community engagement and equity lens to the event.
(98) TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 240 South 40th Street Philadelphia,PA19104	23-1352685	501(c)3	83,518	The purpose of this grant is to refine, expand, and measure the impact of the implementation of the Teledentistry Assessment Portal (TAP) for Individuals with Disabilities model as part of care protocol within the Care Center for Persons with Disabilities.
(99) UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC 650 W Baltimore St Baltimore,MD21201	31-1678679	170(c)(1)	175,293	The purpose of this grant is to support year two of the statewide Prenatal and Post-partum Advisory Board (PPAB) in assessing barriers to care for this population and developing solutions for these systemic issues.
(100) University of New Haven Incorporated 300 Boston Post Rd West Haven,CT06516	06-0761704	501(c)3	133,864	The purpose of this grant is to pilot an integrated model of oral health care with sexually transmitted infection/disease (STI/STD) identification, care, and referral, and to advance policy and payment in order to expand adoption and spread of the model.
(101) UNIVERSITY OF WASHINGTON 1959 Pacific Ave NE Seattle,WA98195	91-6001537	501(c)3	190,000	This proposal is to support the University of Washington in developing an innovative data simulation tool that will build support for states across the country in building a measurable and financial justification for protecting Medicaid adult dental benefits.
(102) Utah Health Policy Project 2369 West Orton Circle West Valley City,UT84119	87-0684606	501(c)3	135,000	The purpose of this grant is to strengthen the oral health capacity of Utah Health Policy Project's Health Access Assisters, strengthen a coalition of community-driven oral health advocates, and elevate consumer stories around oral health policy opportunities in Utah.
(103) Voices for Vermont's Children PO Box 261 Montpelier,VT05601	22-2611535	501(c)3	125,000	The purpose of this grant is to support Voices for Vermont's Children's community-based quantitative and qualitative data collection project which will inform oral health policy recommendations and advocacy for Medicaid-eligible populations in Vermont.
(104) WEST VIRGINIA UNIVERSITY RESEARCH CORP PO Box 6845 Morgantown,WV265066845	55-0665758	501(c)3	130,938	The purpose of this grant is to support a robust, multi-year impact analysis of the newly implemented Medicaid Adult Dental Benefit in West Virginia including its effects on cost of care, benefit utilization rates, Emergency Department (ED) utilization, chronic conditions, and utilization of social safety net programs.
(105) West Virginians for Affordable Health Care 600 Leon Sullivan Way Charleston,WV25301	20-3919052	501(c)3	150,075	The purpose of this grant is to build a grassroots advocacy base for West Virginians for Affordable Health Care's Medicaid Buy-In Proposal which will protect Medicaid beneficiaries from losing coverage due to modest income increases by providing additional affordable coverage options.
(106) ZUFALL HEALTH 18 West Blackwell Street Dover,NJ07801	22-3125397	501(c)3	20,000	The purpose of this grant is to support Zufall Health's Annual Rural Oral Health Symposium focusing on diversity and inclusion within the rural oral health setting.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

104

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2022

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. USES A SPECIFIC ONLINE APPLICATION PROCESS CONSISTING OF EASY TO-FOLLOW STEPS FOR GRANT SEEKERS INCLUDING ONLINE DATA ENTRY, THE PREPARATION OF STANDARDIZED FORMS, ADDING REQUIRED ATTACHMENTS AND SAVING AN UNFINISHED APPLICATION TO RETURN TO IT LATER FOR COMPLETION AND SUBMISSION.

Schedule I (Form 990) 2022

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

CareQuest Institute for Oral Health Inc

Employer identification number

38-4016550

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

Yes

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2022

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Pamela DA Reeve CHAIR /DIRECTOR	(i) (ii)	150,000 ------------- 62,500	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	150,000 ------------- 62,500	0 ------------- 0
2Steven J Pollock President-Dentaquest	(i) (ii)	0 ------------- 413,533	0 ------------- 930,324	0 ------------- 33,714,725	0 ------------- 37,215	0 ------------- 903	0 ------------- 35,096,700	0 ------------- 6,905,642
3David Abelman EVP- Chief Legal Officer - DentaQuest	(i) (ii)	0 ------------- 191,516	0 ------------- 201,469	0 ------------- 7,333,598	0 ------------- 18,262	0 ------------- 776	0 ------------- 7,745,621	0 ------------- 1,562,713
4James P Hawkins Former Clerk	(i) (ii)	0 ------------- 129,964	0 ------------- 392,974	0 ------------- 127,200	0 ------------- 28,530	0 ------------- 570	0 ------------- 679,238	0 ------------- 127,200
5Jeffrey C Brown Former Treasurer	(i) (ii)	0 ------------- 0	0 ------------- 0	0 ------------- 310,285	0 ------------- 0	0 ------------- 0	0 ------------- 310,285	0 ------------- 310,285
6Myechia Minter-Jordan MD MBA President	(i) (ii)	587,107 ------------- 0	591,855 ------------- 0	0 ------------- 0	54,202 ------------- 0	5,054 ------------- 0	1,238,218 ------------- 0	0 ------------- 0
7Denise Marks Treasurer	(i) (ii)	418,640 ------------- 0	167,559 ------------- 0	0 ------------- 0	54,202 ------------- 0	4,732 ------------- 0	645,133 ------------- 0	0 ------------- 0
8Patricia Ma Clerk	(i) (ii)	350,684 ------------- 0	128,739 ------------- 0	0 ------------- 0	12,200 ------------- 0	3,335 ------------- 0	494,958 ------------- 0	0 ------------- 0
9Gregory P Winn Asst. Treasurer	(i) (ii)	253,030 ------------- 0	93,382 ------------- 0	113,277 ------------- 0	54,202 ------------- 0	3,353 ------------- 0	517,244 ------------- 0	108,000 ------------- 0
10Courtney Ransom SVP- Chief Ethics & Compliance Officer-Dentaquest	(i) (ii)	0 ------------- 142,169	0 ------------- 117,648	0 ------------- 1,592,891	0 ------------- 19,707	0 ------------- 698	0 ------------- 1,873,113	0 ------------- 358,754
11ERIK MONTLACK VP - Delta Dental of Massachusetts	(i) (ii)	0 ------------- 301,721	0 ------------- 445,329	0 ------------- 98,400	0 ------------- 52,352	0 ------------- 2,386	0 ------------- 900,188	0 ------------- 98,400
12Dennis J Leonard President & CEO- Delta Dental of MA	(i) (ii)	461,698 ------------- 0	287,708 ------------- 0	392,541 ------------- 0	41,964 ------------- 0	1,184 ------------- 0	1,185,095 ------------- 0	210,000 ------------- 0
13MICHAEL MONOPOLI CareQuest - VP - Grants and Policy	(i) (ii)	313,770 ------------- 0	99,987 ------------- 0	33,573 ------------- 0	24,963 ------------- 0	3,250 ------------- 0	475,543 ------------- 0	0 ------------- 0
14LINDA VIDONE VP - Delta Dental of Massachusetts - Clinical Management	(i) (ii)	340,622 ------------- 0	103,681 ------------- 0	0 ------------- 0	20,742 ------------- 0	3,078 ------------- 0	468,123 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2022

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
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 4b Supplemental nonqualified retirement plan	The eligible listed employees over $250,000 as of 12/31/2022 participated in a Dentaquest, LLC 457(B) supplemental retirement plan. Of those eligible employees, the following Carequest and Dentaquest LLC employees received these payments in 2022: CareQuest Dennis Leonard -$182,541 Greg Winn - $5,277 Michael Monopoli - $33,573 DentaQuest, LLC Erik Montlack - $24,967
Schedule J, Part I, Line 4c Equity-based compensation arrangement	ON MAY 31, 2022, CAREQUEST SOLD ITS INTEREST IN DENTAQUEST, LLC. THIS SALE RESULTED IN THE VESTING OF STOCK AND INCENTIVE COMPENSATION FOR CERTAIN MEMBERS OF DENTAQUEST'S SENIOR EXECUTIVE TEAM WHO PROVIDED LIMITED SERVICES TO CAREQUEST AS PART OF A MANAGED SERVICES AGREEMENT ESTABLISHED BETWEEN THE ORGANIZATIONS CONSISTENT WITH I.R.C. SECTION 482 AND REGULATIONS THEREUNDER. ALL OF THE COMPENSATION PAID TO THESE INDIVIDUALS BY DENTAQUEST, LLC WAS SOLELY RELATED TO WORK PERFORMED FOR, AND PAID BY, DENTAQUEST, LLC. AS REPORTED IN PART VII, SECTION A, COLUMN (B), NONE OF THESE INDIVIDUALS DEVOTES ANY HOURS PER WEEK TO CAREQUEST. THE INDIVIDUALS LISTED BELOW RECEIVED THESE PAYMENTS IN 2022: STEVEN POLLOCK - $31,974,725 DAVID ABELMAN - $6,883,598 COURTNEY RANSOM - $1,472,891 JEFFREY BROWN - $160,285
Schedule J, Part I, Line 5 TARGET INCENTIVE PLAN	CAREQUEST 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 THEYEAR BY THE COMPENSATION COMMITTEE AS PART OF THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHY AND PAY-FOR-PERFORMANCE PHILOSOPHY. 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.
Schedule J, Part I, Line 6a LONG-TERM INCENTIVE COMPENSATION	LONG-TERM INCENTIVE COMPENSATION: THE FOLLOWING CAREQUEST AND DENTAQUEST, LLC EMPLOYEES PARTICIPATED IN THE DENTAQUEST, LLC LONG-TERM INCENTIVE COMPENSATION PLAN: STEVEN J. POLLOCK JAMES P. HAWKINS DAVID ABELMAN COURTNEY RANSOM JEFFREY C. BROWN GREGORY P. WINN ERIK MONTLACK DENNIS LEONARD
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 DENTAQUEST, LLC, A RELATED ORGANIZATION, BUT PERFORMED SERVICES FOR BOTH DENTAQUEST, LLC AND CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. [FORMERLY CATALYST INSTITUTE, 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 CAREQUEST. ADDITIONALLY, ALL OF THE BONUS AND INCENTIVE COMPENSATION REPORTED IN PART II IS SOLELY RELATED TO WORK PERFORMED FOR, AND PAID BY, DENTAQUEST, LLC.
Schedule J, Part II, Column (B)(ii) BONUS PAYMENTS	COLUMN B (II) ON SCHEDULE J PART II INCLUDES BONUSES EARNED AND ACCRUED DURING 2021 BUT PAID IN 2022.
Schedule J, Part II, Column (B)(iii) OTHER REPORTABLE COMPENSATION	OTHER REPORTABLE COMPENSATION REPRESENTS LONG-TERM INCENTIVE COMPENSATION EXPENSE EARNED PRIOR TO 2022 BUT PAID DURING 2022, AS WELL AS PAYMENTS MADE PURSUANT TO THE EQUITY PAYMENT ARRANGEMENTS NOTED ABOVE.
Schedule J, Part II, Column (C) DEFERRED COMPENSATION	COLUMN C ON SCHEDULE J PART II INCLUDES LONG-TERM INCENTIVE COMPENSATION AND PENSION AMOUNTS EARNED DURING 2022 BUT PAID IN FUTURE YEARS.

Schedule J (Form 990) 2022

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

CareQuest Institute for Oral Health Inc

Employer identification number

38-4016550

Return Reference	Explanation
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 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 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 AN 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 AN 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	RECRUITING - Total Expense: 361399, Program Service Expense: 216839, Management and General Expenses: 144560, Fundraising Expenses: ; CONSULTANTS - DENTAL - Total Expense: 162012, Program Service Expense: 97207, Management and General Expenses: 64805, Fundraising Expenses: ; CONSULTANTS - GENERAL - Total Expense: 6604023, Program Service Expense: 3962414, Management and General Expenses: 2641609, Fundraising Expenses: ; CONSULTANTS - TRAVEL - Total Expense: 370, Program Service Expense: 222, Management and General Expenses: 148, Fundraising Expenses: ; INTERCOMPANY SERVICES - Total Expense: -1459929, Program Service Expense: -875957, Management and General Expenses: -583972, Fundraising Expenses: ; PROF FEES - LEGAL - OTHER - Total Expense: 122, Program Service Expense: 73, Management and General Expenses: 49, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	EQUITY INCOME IN SUBSIDIARIES - 45600415; CHANGE IN VALUE (RETAINED EARNINGS ADJUSTMENT) - 534205; CHANGE IN APIC - 500000; DISTRIBUTION FROM RELATED ORGANIZATIONS - 5000000;

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

CareQuest Institute for Oral Health Inc

Employer identification number

38-4016550

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(f) Direct controlling entity
(1) DQCGM of Oregon LLC 442 SW UMATILLA AVE STE 200 REDMOND,OR97756 27-0364023	CARE DELIVERY	OR	DQ GROUP
(2) Advantage Consulting Services LLC 442 SW UMATILLA AVE STE 200 REDMOND,OR97756 26-3981408	CARE DELIVERY	OR	DQ GROUP
(3) Advantage Support Services LLC 442 SW UMATILLA AVE STE 200 REDMOND,OR97756 26-3981367	CARE DELIVERY	OR	DQ GROUP
(4) Advantage Dental Service LLC 442 SW UMATILLA AVE STE 200 REDMOND,OR97756 93-1195386	CARE DELIVERY	OR	DQ GROUP
(5) Advantage Community Holding Company LLC 442 SW UMATILLA AVE STE 200 REDMOND,OR97756 20-8939962	CARE DELIVERY	OR	DQ GROUP
(6) DentaQuest of Arizona LLC 465 MEDFORD STREET BOSTON,MA02129 11-3692025	DENTAL SVCS	WI	DQ GROUP
(7) DentaQuest Administrative Services LLC 465 MEDFORD STREET BOSTON,MA02129 39-2041298	DENTAL SVCS	WI	DQ GROUP
(8) DentaQuest of Georgia LLC 465 MEDFORD STREET BOSTON,MA02129 14-1885493	DENTAL SVCS	WI	DQ GROUP
(9) DentaQuest of Illinois Inc 465 MEDFORD STREET BOSTON,MA02129 42-1529687	DENTAL SVCS	WI	DQ GROUP
(10) DentaQuest of Iowa LLC 465 MEDFORD STREET BOSTON,MA02129 14-1885490	DENTAL SVCS	WI	DQ GROUP
(11) DentaQuest of Kentucky LLC 465 MEDFORD STREET BOSTON,MA02129 81-0567214	DENTAL SVCS	WI	DQ GROUP
(12) DentaQuest of Maryland Inc 465 MEDFORD STREET BOSTON,MA02129 56-2356445	DENTAL SVCS	WI	DQ GROUP
(13) DentaQuest of Minnesota LLC 465 MEDFORD STREET BOSTON,MA02129 56-2356433	DENTAL SVCS	WI	DQ GROUP
(14) DentaQuest of New Jersey LLC 465 MEDFORD STREET BOSTON,MA02129 14-1885481	DENTAL SVCS	WI	DQ GROUP
(15) DentaQuest of New Mexico LLC 465 MEDFORD STREET BOSTON,MA02129 81-0616910	DENTAL SVCS	WI	DQ GROUP
(16) DentaQuest IPA of New York LLC 465 MEDFORD STREET BOSTON,MA02129 14-1885500	DENTAL SVCS	WI	DQ GROUP
(17) DentaQuest of New York LLC 465 MEDFORD STREET BOSTON,MA02129 35-2177954	DENTAL SVCS	WI	DQ GROUP
(18) DentaQuest of Tennessee LLC 465 MEDFORD STREET BOSTON,MA02129 32-0487994	CARE DELIVERY	DE	DQ GROUP
(19) DentaQuest Care Group Management LLC 465 MEDFORD STREET BOSTON,MA02129 20-0390099	DENTAL SVCS	DE	DQ GROUP
(20) DentaQuest LLC 465 MEDFORD STREET BOSTON,MA02129 84-3407897	CARE DELIVERY	DE	DQ GROUP
(21) DQCGM of Washington LLC 465 MEDFORD STREET BOSTON,MA02129 84-1851756	CARE DELIVERY	DE	DQ GROUP
(22) DQCGM of Massachusetts LLC 465 MEDFORD STREET BOSTON,MA02129 61-1871504	DENTAL SVCS	WI	DQ GROUP
(23) DQCGM of Alabama LLC 466 MEDFORD STREET BOSTON,MA02129 87-2778161	CARE DELIVERY	AL	DQ GROUP
(24) DQCGM of Florida LLC 465 MEDFORD STREET BOSTON,MA02129 87-3142270	Care Delivery	FL	DQ GROUP

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)DENTAQUEST CARE GROUP INC 465 MEDFORD STREET BOSTON,MA02129 46-3674034	ORAL HTH IMPR	MA	501(c)(3)	Type I	CAREQUEST IN	Yes
(2)DENTAL HEALTH PROGRAMS INC DBA COMMU 465 MEDFORD STREET BOSTON,MA02129 75-1823660	ORAL HTH IMPR	TX	501(c)(3)	7	DQ CAREGROUP	Yes
(3)COMMUNITY CARE OF KENTUCKY INC 101 S FIFTH STREET 3500 NATION LOUISVILLE,KY40202 46-5159094	ORAL HTH IMPR	KY	501(c)(3)	7	DQ CAREGROUP	Yes
(4)DENTAL SERVICE OF MASSACHUSETTS INC 465 MEDFORD STREET BOSTON,MA02129 04-6143185	ORAL HTH IMPR	MA	501(c)(4)		CAREQUEST IN	Yes
(5)CAREQUEST FOUNDATION INC 465 MEDFORD STREET BOSTON,MA02129 04-3265080	ORAL HTH IMPR	MA	501(c)(3)	PF	CAREQUEST IN	Yes
(6)COMMUNITY CARE OF NEW MEXICO INC 465 MEDFORD STREET BOSTON,MA02129 47-1711799	ORAL HTH IMPR	NM	501(c)(3)	7	DQ CAREGROUP	Yes
(7)The Ohio Retiree Dental Benefits Association 100 CROWNE POINT PLACE CINCINNATI,OH45241 27-1693969	ORAL HTH IMPR	OH	501(c)(3)	7	DCP Hold Corp	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2021

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) ADVANTAGE HARBOR QALICB OWNERS- QALICB-1 442 SW UMATILLA AVE STE 200 Redmond,OR97756	CARE DELIVERY	OR	DQ GROUP	Excluded	0	0		No
(2) ADVANTAGE HARBOR QALICB OWNERS - Advantage Harbor 442 SW UMATILLA AVE STE 200 Redmond,OR97756	CARE DELIVERY	OR	DQ GROUP	Excluded	0	0		No
(3) ADVANTAGE HARBOR QALICB OWNERS - Advantage LaPine 442 SW UMATILLA AVE STE 200 Redmond,OR97756	CARE DELIVERY	OR	DQ GROUP	Excluded	0	0		No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) DSM Investments Inc 465 MEDFORD STREET BOSTON,MA02129 04-3428012	Dental Service	MA	DSM	C Corporation	24,693	186,616	100 %	Yes
(2) DSM Insurance Services Inc 465 MEDFORD STREET BOSTON,MA02129 04-3172335	Insurance	MA	DSM Investments Inc	C Corporation	360,263	2,471,653	100 %	Yes
(3) DSM Massachusetts Insurance Company Inc 465 MEDFORD STREET BOSTON,MA02129 46-5661073	Insurance	MA	DSM Investments Inc	C Corporation	4,591,239	15,533,439	100 %	Yes
(4) CareQuest Innovation Partners Inc 465 MEDFORD STREET BOSTON,MA02129 83-2714016	Oral Health Improvement	DE	CareQuest	C Corporation	-4,589,616	9,233,804	100 %	Yes
(5) DentaQuest Group Inc 466 MEDFORD STREET BOSTON,MA02129 20-4056199	Dental Service	DE	CareQuest	C Corporation	0	0	100 %	Yes
(6) DentaQuest USA Insurance Company Inc 467 MEDFORD STREET BOSTON,MA02129 20-2970185	Insurance	TX	DQ Group	C Corporation	0	0	100 %	Yes
(7) DentaQuest of Florida Inc 468 MEDFORD STREET BOSTON,MA02129 65-0743731	Insurance	FL	DQ Group	C Corporation	0	0	100 %	Yes
(8) DQ National Insurance Company Inc 469 MEDFORD STREET BOSTON,MA02129 59-0397210	Insurance	TX	DQ Group	C Corporation	0	0	100 %	Yes
(9) California Dental Network Inc 470 MEDFORD STREET BOSTON,MA02129 93-0954061	Insurance	CA	DQ Group	C Corporation	0	0	100 %	Yes
(10) Pacific Dental Network Inc 471 MEDFORD STREET BOSTON,MA02129 33-0672992	Dental Service	CA	DQ Group	C Corporation	0	0	100 %	Yes
(11) DentaQuest Oral Health Center of Massachusetts PC 472 MEDFORD STREET BOSTON,MA02129 84-1891314	Oral Health Center	MA	DQ Group	C Corporation	0	0	100 %	Yes
(12) Gary W Allen DMC PC 473 MEDFORD STREET BOSTON,MA02129 20-2758287	Oral Health Center	OR	DQ Group	C Corporation	0	0	100 %	Yes
(13) Advantage Dental Oral Health & Vision Center of Alabama PC 474 MEDFORD STREET BOSTON,MA02129 20-0232609	Oral Health Center	AL	DQ Group	C Corporation	0	0	100 %	Yes
(14) Advantage Dental Oral Health Center of Florida PA 475 MEDFORD STREET BOSTON,MA02129 87-3780957	Oral Health Center	FL	DQ Group	C Corporation	0	0	100 %	Yes
(15) Advantage Dental Group PC 442 SW UMATILLA AVE ST200 REDMOND,OR45241 80-0437099	Oral Health Center	OR	DQ Group	C Corporation	0	0	100 %	Yes
(16) Advantage Leveraged Lenders Inc 442 SW UMATILLA AVE ST200 REDMOND,OR45241 46-2124368	Care Delivery	OR	DQ Group	C Corporation	0	0	100 %	Yes
(17) Advantage Dental Plan Inc 442 SW UMATILLA AVE ST200 REDMOND,OR45241 93-1156986	Care Delivery	OR	DQ Group	C Corporation	0	0	100 %	Yes
(18) Oregon Community Dental Care 442 SW UMATILLA AVE ST200 REDMOND,OR45241 45-4129709	Care Delivery	OR	DQ Group	C Corporation	0	0	100 %	Yes
(19) DCP Holding Company Inc 100 Crowne Point Place Cincinnati,OH45241 20-1291244	Insurance	OH	DQ Group	C Corporation	0	0	100 %	Yes
(20) Dental Care Plus Inc 100 Crowne Point Place Cincinnati,OH45241 31-1185262	Insurance	OH	DCP Holding Co	C Corporation	0	0	100 %	Yes
(21) Insurance Associates Plus Inc 100 Crowne Point Place Cincinnati,OH45241 20-1455615	Insurance	OH	DCP Holding Co	C Corporation	0	0	100 %	Yes
(22) Adenta Inc 100 Crowne Point Place Cincinnati,OH45241 61-1301274	Insurance	KY	DCP Holding Co	C Corporation	0	0	100 %	Yes

Schedule R (Form 990) 2021

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) DENTAL SERVICE OF MASSACHUSETTS INC	S	5,000,000	FMV

Schedule R (Form 990) 2021

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2021

Additional Data

Software ID:	22016089
Software Version:	2022v5.0

1	Briefly describe the organization’s mission or most significant activities: TO IMPROVE THE ORAL HEALTH OF ALL.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	9
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	9
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	141
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........		0
9	Program service revenue (Part VIII, line 2g) .........	0	2,139,346
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	52,496,525	1,198,570,816
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)		0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	52,496,525	1,200,710,162
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	13,789,388	13,956,419
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	12,002,780	16,015,273
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	13,168,049	14,774,719
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	38,960,217	44,746,411
19	Revenue less expenses. Subtract line 18 from line 12.......	13,536,308	1,155,963,751
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	933,932,322	2,093,713,542
21	Total liabilities (Part X, line 26).............	7,142,024	6,319,808
22	Net assets or fund balances. Subtract line 21 from line 20.....	926,790,298	2,087,393,734

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 30,682,949 including grants of $ 13,956,419 ) (Revenue $ 2,139,346 )
	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. [FORMERLY CATALYST INSTITUTE,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; AN EDUCATE THE PUBLIC CONCERNING THE IMPORTANCE OF ORAL HEALTH.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses30,682,949

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) MICHAEL MONOPOLI CareQuest - VP - Grants and Policy	35.0 .......................5.0	X		447,330	0	28,213
(19) David Abelman EVP- Chief Legal Officer - DentaQuest	0.0 .......................40.0		X	0	7,726,583	19,038
(20) James P Hawkins Former Clerk	0.0 .......................40.0		X	0	650,138	29,100
(21) Jeffrey C Brown Former Treasurer	0.0 .......................0.0		X	0	310,285	0
(22) Steven J Pollock President-Dentaquest	0.0 .......................40.0		X	0	35,058,582	38,118

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	5,716,219	46,587,496	447,860

1a	Federated campaigns..		1a	0
b	Membership dues..		1b	0
c	Fundraising events..		1c	0
d	Related organizations		1d	0
e	Government grants (contributions)		1e	0

f	All other contributions, gifts, grants, and similar amounts not included above		1f	0

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		0

		Business Code
2a	ASO ADMINISTRATIVE SERVICE	900099	2,139,346	2,139,346
b
c
d
e
f	All other program service revenue.		0	0	0	0
g	Total. Add lines 2a–2f .....		2,139,346

3 Investment income (including dividends, interest, and othersimilar amounts) ......			21,495,785			21,495,785
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)	0	0	6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		1,183,687,206	7a
b	Less: cost or other basis and sales expenses		6,612,175	7b
c	Gain or (loss)	0	1,177,075,031	7c
d	Net gain or (loss).........			1,177,075,031			1,177,075,031
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See instructions.....			1,200,710,162	2,139,346	0	1,198,570,816

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	13,956,419	13,956,419
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	978,365	587,019	391,346
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	12,685,695	7,611,417	5,074,278
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	183,893	110,336	73,557
10	Payroll taxes ...........	2,167,320	1,300,392	866,928
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	35,525		35,525
c	Accounting ...........	961,082		961,082
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	1,915,832		1,915,832
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	5,667,997	3,400,798	2,267,199	0
12	Advertising and promotion ....	1,766,164	1,059,698	706,466
13	Office expenses .......	75,132	45,079	30,053
14	Information technology ......	817,100	490,260	326,840
15	Royalties ..
16	Occupancy ...........	67,626	40,576	27,050
17	Travel ............	556,199	333,719	222,480
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	103,992	62,395	41,597
20	Interest ...........
21	Payments to affiliates .......	1,345,904	807,542	538,362
22	Depreciation, depletion, and amortization ..
23	Insurance ...	392,841	235,705	157,136
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	CHARITABLE DONATIONS	239,172	143,503	95,669
b	FEES AND OTHER	4,407	2,644	1,763
c	SUBSCRIPTIONS AND DUES	543,474	326,084	217,390
d	BOD EXPENSE	282,272	169,363	112,909
e	All other expenses	0	0	0	0
25	Total functional expenses. Add lines 1 through 24e	44,746,411	30,682,949	14,063,462	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			71,107,784	2	74,280,055
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			1,364,118	4	1,421,875
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			615,106	9	707,848
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	0
b	Less: accumulated depreciation	10b	0	21,012	10c	0
11	Investments—publicly traded securities .			631,161,555	11	1,931,695,055
12	Investments—other securities. See Part IV, line 11 .....			0	12
13	Investments—program-related. See Part IV, line 11 ..			0	13
14	Intangible assets ...............				14	763,551
15	Other assets. See Part IV, line 11 ...........			229,662,747	15	84,845,158
16	Total assets. Add lines 1 through 15 (must equal line 33)...			933,932,322	16	2,093,713,542

17	Accounts payable and accrued expenses .....	3,615,103	17	5,693,801
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	3,526,921	25	626,007
26	Total liabilities. Add lines 17 through 25..	7,142,024	26	6,319,808

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	926,790,298	27	2,087,393,734
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	926,790,298	32	2,087,393,734
33	Total liabilities and net assets/fund balances ........	933,932,322	33	2,093,713,542

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	Central America and the Caribbean	0	0	Investments	35,395,203
















3a	Sub-total ....	0	0		35,395,203
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		35,395,203

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No

ReturnReference	Explanation
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	CENTRAL AMERICA AND THE CARIBBEAN-Accrual