2022-11-10T15:52:13-06:00 2022-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2021-07-01 043466040 MDS FOUNDATION INC MDSF 5084809797 TWO WILLOW STREET 200 SOUTHBOROUGH MA 01745 KEVIN MONTEIRO CLERK 5084496053 2022-11-09 1 KEVIN MONTEIRO XXX-XX-XXXX CHARLES J WEBB CPA P01584539 5083669100 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KEVIN MONTEIRO TWO WILLOW STREET 200 SOUTHBOROUGH MA 01745 147355 0 X WWW.MASSDENTAL.ORG X 1999 MA THE MDS FOUNDATION IS DEDICATED TO DIRECTING ITS CHARITABLE RESOURCES TO IMPROVE THE ORAL HEALTH OF MASSACHUSETTS RESIDENTS. 17 17 0 13 0 0 90575 73653 0 0 61246 73702 0 0 151821 147355 66773 85574 0 0 0 0 0 0 0 2843710 20327 2910483 105901 -2758662 41454 2163000 2003785 2421 3542 2160579 2000243 THE MDS FOUNDATION IS DEDICATED TO DIRECTING ITS CHARITABLE RESOURCES TO IMPROVE THE ORAL HEALTH OF MASSACHUSETTS RESIDENTS. 0 0 93259 85574 INCREASE ACCESS TO ORAL HEALTH CARE. 93259 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 MA X MDS CO KEVIN MONTEIRO 5084809797 TWO WILLOW STREET SUITE 200 SOUTHBOROUGH MA 01745 KEVIN MONTEIRO CAE EXECUTIVE DIRECTOR, CLERK 35.00 X X 0 229273 18610 KATHLEEN M BOYCE CPA CFO/COO 4.00 35.00 X X 0 168747 0 SHANNON MCCARTHY MANAGING DIRECTOR OF SALES 35.00 X 0 107892 13878 ELLEN FACTOR MANAGING DIRECTOR OF PRACTICE AND MEMBERSHIP 35.00 X 0 114729 6136 MARY JANE HANLON DMD IMMEDIATE PAST PRESIDENT 4.00 5.00 X X 0 0 0 MEREDITH BAILEY DMD PRESIDENT 4.00 5.00 X X 0 0 0 ROBERT LEWANDO DDS CHAIR 4.00 X X 0 0 0 RICHARD LOGUERCIO DDS CHAIR EMERITUS 4.00 X X 0 0 0 JENNIFER KORZEB DMD TREASURER 4.00 5.00 X X 0 0 0 JANIS MORIARTY DMD MEMBER 4.00 X 0 0 0 TOFIGH RAAYAI DMD MEMBER 4.00 X 0 0 0 GERALDINE GARCIA-ROGERS DMD MS MEMBER 4.00 X 0 0 0 JANICE GEEAH CHO DMD MEMBER 4.00 X 0 0 0 KATIE-ROSE WAGNER DDS MEMBER 4.00 X 0 0 0 MARTIN WOHL DDS MEMBER 4.00 X 0 0 0 EDWARD SWIDERSKI DDS MEMBER 4.00 X 0 0 0 MARY DEMELLO DMD MEMBER 4.00 X 0 0 0 PAUL GAMACHE DMD MEMBER 4.00 X 0 0 0 CHARLES GREFFRATH DMD MEMBER 4.00 X 0 0 0 ALBERT SANDLER DMD MEMBER 4.00 X 0 0 0 0 620641 38624 0 0 1 0 0 73653 73653 34221 34221 39481 0 39481 39481 39481 147355 0 0 73702 85574 85574 1000 1000 3713 3713 114 114 33 33 2118 2118 COVID 19 RECOVERY FUND 7685 7685 EVENT 3852 3852 BANK FEES 1073 1073 AWARD RECOGNITION 720 720 19 19 105901 93259 12642 0 248164 256807 49430 15000 812 567 1416505 1284256 448089 447155 2163000 2003785 2421 3542 2421 3542 X 1975697 1815361 184882 184882 2160579 2000243 2163000 2003785 41454 -201790 0 X X 0 1 X 1 0 X X 1 MASSACHUSETTS DENTAL SOCIETY 041590155 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 X 1 1 PART IV, SECTION E, LINE 2A MASSACHUSETTS DENTAL SOCIETY IS THE NATIONAL FLAGSHIP DENTAL SOCIETY FOR SERVICE INNOVATION AND MEMBER VALUE. THE MISSION OF THE SOCIETY IS TO HELP ALL MEMBERS SUCCEED. THE MDS FOUNDATION IS DEDICATED TO DIRECTING ITS CHARITABLE RESOURCES TO IMPROVE THE ORAL HEALTH OF MASSACHUSETTS RESIDENTS. ITS CURRENT FOCUS IS TO PROVIDE FUNDING TO INCREASE ACCESS TO DENTAL CARE. PART IV, SECTION E, LINE 2B THE MASSACHUSETTS DENTAL SOCIETY WOULD HAVE DIRECTED ITS CHARITABLE RESOURCES TO IMPROVE THE ORAL HEALTH OF MASSACHUSETTS RESIDENTS BUT FOR MDS FOUNDATION'S INVOLVEMENT. PART IV, SECTION D, LINE 3 SOME OF THE FOUNDATION'S BOARD MEMBERS SERVED ON THE BOARD OF THE SUPPORTED ORGANIZATION. THE MANAGEMENT OF THE SUPPORTED ORGANIZATION OVERSEES THE INVESTMENTS OF THE FOUNDATION AND DIRECTS THE INVESTMENT DECISIONS OF THE ENDOWMENT. THESE SHARED BOARD MEMBERS AND MANAGEMENT ALSO ARE PART OF THE DECISION MAKING GROUP THAT DECIDES WHEN AND IF SOME ASSETS OF THE FOUNDATIONS SHOULD BE DIRECTED TO THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1376006 -132147 1243859 1194376 181630 1376006 1363939 40437 210000 1194376 1282260 81679 1363939 1248251 34009 1282260 1.00000 0 0 0 DUE FROM AFFILIATE 447155 447155 X PART X, LINE 2: MDSF ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MDSF HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS AT JUNE 30, 2022. MDSF'S INFORMATION AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. PART V, LINE 4 BOARD DESIGNATED - FUNCTIONING AS ENDOWMENT NET ASSETS REPRESENT FUNDS SET ASIDE BY MDSF'S BOARD OF TRUSTEES IN FURTHERANCE OF SUSTAINABLE PROGRAMS TO IMPROVE ACCESS TO DENTAL CARE FOR NEEDY AND VULNERABLE POPULATIONS IN THE COMMONWEALTH OF MASSACHUSETTS. THESE FUNDS MAY ONLY BE USED IN ACCORDANCE WITH THE DISTRIBUTION POLICY ADOPTED BY MDSF'S BOARD OF TRUSTEES. 1 DCD (DOCTORS CARING FOR DOCTORS) 4 BECCLES ROAD FALMOUTH MA 02540 170 (B) (1) (A) (V) 48000 0 THESE GRANT MONIES SUPPORT THE ACTIVITIES OF THAT ORGANIZATION THAT WORK IN CONJUNCTION WITH THE HEALTH AND WELLNESS OF MEMBER DENTISTS 1 SCHEDULE I, PART I, LINE 2 THESE GRANTS WERE TO PROVIDE INCREASED ACCESS TO DENTAL CARE. THE ORGANIZATIONS SUBMIT A REPORT BACK TO MASSACHUSETTS DENTAL SOCIETY FOUNDATION ON HOW THE GRANT MONIES WERE SPENT. 0 0 0 0 0 0 0 0 0 KEVIN MONTEIRO CAE EXECUTIVE DIRECTOR, CLERK 0 229273 0 0 0 0 0 8971 0 9639 0 247883 0 0 KATHLEEN M BOYCE CPA CFO/COO 0 168747 0 0 0 0 0 0 0 0 0 168747 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE TRUSTEES BEFORE FILING. THE EXECUTIVE DIRECTOR OF A RELATED ENTITY (MASSACHUSETTS DENTAL SOCIETY) REVIEWS THE RETURN PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS SIGN THE CONFLICT OF INTEREST POLICY AND ANY CONFLICTS OF INTEREST ARE ANNOUNCED AT THE BEGINNING OF EACH MEETING. FORM 990, PART VI, SECTION B, LINE 15 AN EXECUTIVE DIRECTOR IS NOT COMPENSATED BECAUSE OVERSIGHT AND FINANCIAL SUPPORT ARE PROVIDED BY A RELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 HARD COPIES AVALIABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. MASSACHUSETTS DENTAL SOCIETY TWO WILLOW STREET SOUTHBOROUGH MA 01745 041590155 PROMOTE & ADVANCE THE ART & SCIENCE OF DENTISTRY & INTEREST OF MEMBER DENTIS MA 501(C)(6) N/A 0 MDS INSURANCE SERVICES TWO WILLOW STREET SUITE 200 SOUTHBOROUGH MA 01745 043432374 INSURANCE AGENT MA MASSACHUSETTS DENTAL SOCIETY C 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0