2025-10-29T08:56:41-05:00 2025-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2024-07-01 043466040 MDS FOUNDATION INC MDSF 5084809797 TWO WILLOW STREET 200 SOUTHBOROUGH MA 01745 KEVIN MONTEIRO CLERK 5084496053 2025-10-23 1 1 CHARLES J WEBB CPA P01584539 5083669100 2025-10-23 2024 2025-03-06 01:10:19Z KEVIN MONTEIRO TWO WILLOW STREET 200 SOUTHBOROUGH MA 01745 740759 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. 12 11 0 11 0 0 154864 183629 0 0 84465 129751 0 0 239329 313380 145677 219477 0 0 0 0 0 0 0 22276 15353 167953 234830 71376 78550 2180040 2341371 652 59024 2179388 2282347 THE MDS FOUNDATION IS DEDICATED TO DIRECTING ITS CHARITABLE RESOURCES TO IMPROVE THE ORAL HEALTH OF MASSACHUSETTS RESIDENTS. 0 0 219477 219477 INCREASE ACCESS TO ORAL HEALTH CARE. 219477 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 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 12 11 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 2.00 33.00 X X 0 393193 35827 JANIS MORIARTY DMD CHAIR 1.00 X X 0 0 0 JENNIFER KORZEB DMD TREASURER 1.00 4.00 X X 0 0 0 RICHARD LOGUERCIO DDS EX-OFFICIO MEMBER 1.00 X 0 0 0 ROBERT LEWANDO DDS HONORARY MEMBER 1.00 X 0 0 0 KATIE-ROSE WAGNER DDS MEMBER 1.00 X 0 0 0 MARTIN WOHL DDS MEMBER 1.00 X 0 0 0 EDWARD SWIDERSKI DDS MEMBER 1.00 X 0 0 0 ALBERT SANDLER DMD MEMBER 1.00 4.00 X 0 0 0 DYLAN WEBER DDS MEMBER 1.00 4.00 X 0 0 0 DAVID LUSTBADER MEMBER 1.00 X 0 0 0 STEVEN SPITZ DMD MEMBER 1.00 4.00 X 0 0 0 SHANNON MCCARTHY MANAGING DIR. OF YANKEE DENTAL CONGRESS & BUSINESS 0.00 35.00 X 0 163128 30189 SUSAN GRIFFIN MANAGING DIR. OF ACCTG & FINANCE 0.00 35.00 X 0 159624 28986 ELLEN FACTOR MANAGING DIR. OF MEMBERSHIP & DENTAL PRACTICE 0.00 35.00 X 0 152627 14196 RYAN COLLINS DIRECTOR, MARKETING 0.00 35.00 X 0 123376 20401 DORREY POWERS DIRECTOR, CONTINUING EDUCATION AND PROGRAMMING 0.00 35.00 X 0 122095 21067 0 1114043 150666 0 0 1 0 0 183629 183629 83736 83736 473394 427379 46015 46015 46015 313380 0 0 129751 219477 219477 1000 1000 4652 4652 25 25 59 59 2132 2132 EVENT 4800 4800 BOARD DEVELOPMENT 1383 1383 BANK FEES 1125 1125 MISCELLANEOUS 177 177 234830 219477 15353 0 139751 102162 9658 55245 1205 6105 2028349 2177859 1077 0 2180040 2341371 652 168 0 58856 652 59024 X 1994506 2282347 184882 0 2179388 2282347 2180040 2341371 78550 24409 0 X X 0 1 X 1 0 X 90575 73753 63041 154864 183629 565862 90575 73753 63041 154864 183629 565862 171405 394457 34010 34221 81172 83223 83736 316362 882224 0.44710 0.55240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1460329 130892 1591221 1328443 131886 1460329 1243859 84584 1328443 1376006 -132147 1243859 1194376 181630 1376006 1.00000 0 0 0 DUE TO AFFILIATE 58856 58856 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, 2025. 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 CAMBRIDGE PUBLIC HEALTH DEPARTMENT 119 WINDSOR STREET CAMBRIDGE MA 02139 043320571 170(B)(1)(A)(V) 7000 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. HILLCREST DENTAL CARE 788 SOUTH STREET PITTSFIELD MA 01201 300578175 501C3 15000 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. AUTISM SMILES PROGRAM. HARVARD SCHOOL OF DENTAL MEDICINE 1330 BOYLSTON STREET BOSTON MA 02215 042103580 170(B)(1)(A)(V) 6000 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. VOLUNTEERS IN MEDICINE BERKSHIRES 777 MAIN STREET SUITE 4 GREAT BARRINGTON MA 01230 900140004 501C3 20000 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. NEIGHBORHEALTH CORPORATION 10 GROVE STREET BOSTON MA 02128 237425849 501C3 5794 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. DENTAL LIFELINE NETWORK 1800 15TH STREET SUITE 100 DENVER CO 80202 846129064 501C3 15000 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. MASSACHUSETTS DONATED DENTAL SERVICES PROGRAM. SMILES FOR SUCCESS FOUNDATION 7794 GROW DRIVE PENSACOLA FL 32514 364131755 501C3 10000 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. BHCHP 780 ALBANY STEET BOSTON MA 02118 043160480 501C3 12500 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. TUFTS UNIVERSITY SCHOOL OF DENTAL MEDICINE 136 HARRISON AVENUE BOSTON MA 02111 042103634 170(B)(1)(A)(V) 15000 0 ACCESS TO CARE GRANTS ARE DESIGNED TO HELP LARGER FACILITIES DIRECTLY ADDRESS ACCESS NEEDS IN THE COMMONWEALTH. VETERANS PROGRAM. FDA FOUNDATION 545 JOHN KNOX ROAD STE 200 TALLAHASSEE FL 32303 592019148 501C3 15000 0 DONATION TO DISASTER RELIEF FUND TO AID DENTISTS WHO WERE IMPACTED BY HURRICANE MILTON. NCDS FOUNDATION 1600 EVANS ROAD CARY NC 27513 820880561 501C3 15000 0 DONATION TO DISASTER RELIEF FUND TO AID DENTISTS WHO WERE IMPACTED BY HURRICANE MILTON. TDA RELIEF FUND 660 BAKERS BRIDGE AVENUE SUITE 300 FRANKLIN TN 37067 626064100 501C3 15000 0 DONATION TO DISASTER RELIEF FUND TO AID DENTISTS WHO WERE IMPACTED BY HURRICANE MILTON. GEORGIA DENTAL ASSOCIATION 1850 PARKWAY PLACE SUITE 420 MARIETTA GA 30067 273194544 170(B)(1)(A)(V) 15000 0 DONATION TO DISASTER RELIEF FUND TO AID DENTISTS WHO WERE IMPACTED BY HURRICANE MILTON. CDA FOUNDATION 1201 K STREET 14TH FLOOR SACRAMENTO CA 95814 680411536 501C3 15000 0 DONATION TO DISASTER RELIEF FUND TO AID DENTISTS WHO WERE IMPACTED BY HURRICANE MILTON. VALLEY DISTRICT DENTAL SOCIETY 2 WILLOW STREET SUITE 200 SOUTHBOROUGH MA 01745 041590155 170(B)(1)(A)(V) 10000 0 DONATION TO COMMUNITY DAY TO PROVIDE DIRECT DENTAL CARE FOR THE UNDERSERVED IN THE COMMONWEALTH. 15 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 343903 0 49290 0 0 0 32858 0 2969 0 429020 0 0 SHANNON MCCARTHY MANAGING DIR. OF YANKEE DENTAL CONGR 0 147740 0 15388 0 0 0 12938 0 17251 0 193317 0 0 SUSAN GRIFFIN MANAGING DIR. OF ACCTG & FINANCE 0 145012 0 14612 0 0 0 11742 0 17244 0 188610 0 0 ELLEN FACTOR MANAGING DIR. OF MEMBERSHIP & DENTAL 0 137254 0 15373 0 0 0 11440 0 2756 0 166823 0 0 PART I, LINE 3 ALL COMPENSATION IS PAID BY RELATED ORGANIZATION MASSACHUSETTS DENTAL SOCIETY (MDS). MDS' EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE MDS BOARD OF TRUSTEES. ALL OTHER OFFICERS AND KEY EMPLOYEES' SALARIES OF MDS ARE DETERMINED BY THEIR EXECUTIVE DIRECTOR. 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 C, LINE 19 HARD COPIES AVAILABLE 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0