CareQuest Institute for Oral Health
Legal name: CareQuest Institute for Oral Health Inc
Nonprofit profile at a glance
- EIN
- 384016550
- IRS 990 coverage
- 2018–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024, Form 990-N 2017
- Location
- Boston, MA, United States
- Phone
- 6178861000
- Rating
- 78
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Health Support Services
Reported finances
- Revenue
- $297,919,860
- Expenses
- $42,726,066
- Assets
- $2,601,509,658
- Liabilities
- $15,286,180
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
18 people listed
Executive titles in this filing
- Pamela DA Reeve (President [9/26/2024 - 12/31/2024] /Chair/Director)
- Myechia Minter-Jordan MD MBA (President [1/1/2024 - 7/20/2024])
- ERIK MONTLACK (President - Delta Dental of Massachusetts)
Highest reported compensation
- Myechia Minter-Jordan MD MBA (President [1/1/2024 - 7/20/2024]): $2,459,636 total reported compensation
- ERIK MONTLACK (President - Delta Dental of Massachusetts): $1,020,626 total reported compensation
- Denise Marks (Treasurer): $687,786 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
At CareQuest Institute, we are working to improve everyone’s oral health — because oral health is health. Our health care system is not built to work for everyone — people of color, those living in rural communities, people with disabilities, older adults, and other historically underserved groups have been left behind. And manychronic diseases —like diabetes and high blood pressure— are connected topoor oral health.To help people stay healthy, we are working to create a system that is accessible, equitable, and integrated. How do we do that work? We advocate for policy changes, support communities through grants, conduct research, educate providers, andinvest in innovative products and services. Together, every day, that work is focused on creating a health care system that is designed for ever.
What it reported doing in 2024
Carequest institute for oral health, inc. [formerly catalyst institute, inc.] is a Massachusetts not-for-profit with a mission to improve the oral health of all and a vision to achieve person-centered health by transforming the systems of policy, finance, care, and community. Carequest institute for oral health, inc. And its subsidiaries' activites include, but are not limited to, securing dental services for employee groups, individuals and their families; including the safety net populations through medicare, medicare advantage and chip programs; providing innovative products and services; finance and develop professional and scientific study and research; and educate the public concerning the importance of oral health.
Operating model
- Revenue model
- Investment-supported. 83% of the money available for current operations came from recurring investment income.
- Distribution model
- Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. A relatively small share of total spending goes to programs and the filing reports few safeguards for money sent abroad.
Rating breakdown
- Financial Efficiency: 74
- Transparency & Controls: 62
- Accountability: 100
- Sustainability: 87
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 98.8%; rating input score 99
- Program expense ratio: 57.3%; rating input score 57
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 92.3%; rating input score 92; 12th percentile among comparable filings
- Pay-setting controls: 6 of 6 controls in place; rating input score 100
- Compensation committee: Pass
- Independent consultant: Pass
- Other Form 990s reviewed: Pass
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Scored; rating input score 0
- Grant itemization coverage: Scored; rating input score 0
- Major donor itemization: Limited
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 85.7%; rating input score 99; 99th percentile among comparable filings
- Total-asset coverage ratio: 60.89; rating input score 99; 99th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 96; 96th percentile among comparable filings
- Officer compensation ratio: 13.9%; rating input score 1; 1st percentile among comparable filings
Growth
- Program expense growth: 23.2% per year; rating input score 100; 94th percentile among comparable filings
- Revenue growth: 30.8% per year; rating input score 100; 97th percentile among comparable filings
- Asset growth: 23.8% per year; rating input score 100; 95th percentile among comparable filings
Details
- What they do: 1 operating location identified
- Where the money goes: 98.8% of revenue deployed · 57.3% of spending went to programs
- Governance: 9 of 9 board members independent · 9 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $24.5M in reported program spending
- Leadership: top reported pay $2.5M · 18 people listed · 6 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $4.9M reported
- Consistency: 42 of 42 current checks pass
- Schedules: 5 filed schedules · includes foreign activity, executive pay, and related organizations
- Filing history: 6 filing years from 2018 to 2024
- Contacts: How to reach this organization
- Money network: 14 filed money-flow records
- Related organizations: 9 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Program expense ratio scored 57/100.
- High — Transparency & Controls: Foreign activity oversight scored 0/100.
- High — Transparency & Controls: Grant itemization coverage scored 0/100.
- High — Sustainability: Officer compensation ratio scored 1/100.