2025-05-12T19:28:49-05:00 2024-12-31 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990PF 2024-01-01 264517944 ATRIUS HEALTH EQUITY FOUNDATION INC ATRI 8572426717 PO BOX 1047 BROOKLINE MA 02446 LESLIE TESO-LICHTMAN TREASURER AND DIRECTOR 8572426717 2025-05-12 1 1 JOYCE RIPIANZI CPA P00548581 5083669100 2025-05-12 2024 2025-03-06 01:10:19Z X 140966328 X 0 X 5374726 5374726 811355 12483469 811355 20864 0 20864 6206945 6186081 20864 269217 0 0 266597 182212 0 0 171308 43638 0 0 42207 40941 0 0 45689 38778 0 0 38356 613167 164864 0 458673 85000 0 0 0 7757 0 0 7757 5289 0 0 4959 1380 0 0 1209 58690 0 0 62069 1346069 164864 0 1098824 3827973 4498330 5174042 164864 0 5597154 1032903 6021217 20864 246153 281820 281820 4402430 4402430 3216 6908 6908 138990431 134274503 134274503 0 2000667 2000667 139239800 140966328 140966328 106527 104392 670357 776884 104392 X 138462916 140861936 138462916 140861936 139239800 140966328 138462916 1032903 1366117 140861936 0 140861936 12483469 11672114 811355 811355 811355 83695 0 83695 0 83695 88782 0 0 0 88782 0 5087 5087 0 0 0 0 0 0 0 0 1 0 0 1 1 MA 1 0 0 0 0 1 N/A ANN HWANG MD 8572426717 PO BOX 1047 BROOKLINE MA 02446 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN HWANG MD PO BOX 1047 BROOKLINE MA 02446 PRESIDENT AND CLERK 40.00 260687 8530 0 LESLIE TESO-LICHTMAN PO BOX 1047 BROOKLINE MA 02446 TREASURER 2.00 0 0 0 JON KINGSDALE PHD PO BOX 1047 BROOKLINE MA 02446 BOARD CHAIR 2.00 0 0 0 MONICA BHAREL MD PO BOX 1047 BROOKLINE MA 02446 DIRECTOR 0.50 0 0 0 RENEE CRICHLOW MD PO BOX 1047 BROOKLINE MA 02446 DIRECTOR/ VICE CHAIR (AS OF 9/24) 1.00 0 0 0 THOMAS GLYNN PHD PO BOX 1047 BROOKLINE MA 02446 DIRECTOR (UNTIL 3/24) 0.50 0 0 0 MARY LEE MD PO BOX 1047 BROOKLINE MA 02446 DIRECTOR 0.50 0 0 0 ROBERT MASTER MD PO BOX 1047 BROOKLINE MA 02446 DIRECTOR 0.50 0 0 0 TRAVIS MCCREADY JD PO BOX 1047 BROOKLINE MA 02446 DIRECTOR (UNTIL 1/24) 0.50 0 0 0 JULITA MIR MD PO BOX 1047 BROOKLINE MA 02446 DIRECTOR 0.50 0 0 0 JAMES ROOSEVELT JR JD PO BOX 1047 BROOKLINE MA 02446 DIRECTOR 0.50 0 0 0 JEFFREY SANCHEZ MPA PO BOX 1047 BROOKLINE MA 02446 DIRECTOR 0.50 0 0 0 VINOD SAHNEY PO BOX 1047 BROOKLINE MA 02446 DIRECTOR 0.50 0 0 0 CHIPMAN FLOWERS JR JD PO BOX 1047 BROOKLINE MA 02446 DIRECTOR (AS OF 3/24) 0.50 0 0 0 MARLENE CERRITOS-RIVAS PO BOX 1047 BROOKLINE MA 02446 PROGRAM DIRECTOR 40.00 102385 6136 0 JESSICA WYNNS PO BOX 1047 BROOKLINE MA 02446 OFFICE/ OPERATIONS M 40.00 75577 7763 0 0 VANGUARD 100 VANGUARD BLVD MALVERN PA 19355 INVESTMENT ADVISORY 164864 MXM RESEARCH GROUP LLC 158 GREAT ROAD UNIT J 447 BEDFORD MA 01730 TECHNICAL ASSISTANCE AND COACHING 93216 EMVISION LLC 11 EDGEHILL ROAD SWAMPSCOTT MA 01907 PR/COMMUNICATIONS CONSULTANT 67740 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVENUE NW 7TH FLOOR WASHINGTON DC 20036 STRATEGIC SERVICES 61200 JOAN QUINLAN 8 SUNSET POINT ROAD GLOUCESTER MA 01930 PROGRAM CONSULTING 55519 0 IN 2024, THE FOUNDATION MADE GRANTS AND CARRIED OUT CHARITABLE ACTIVITIES TO FURTHER ITS MISSION OF CLOSING THE LIFE EXPECTANCY GAP IN EASTERN MASSACHUSETTS. THE FOUNDATION (1) COMPETITIVELY AWARDED 8 GRANTS TO ORGANIZATIONS TO SUPPORT YOUTH TO BE HEALTH CARE CHANGE AGENTS IN THEIR COMMUNITIES; (2) ANNOUNCED A PARTNERSHIP WITH THE CITY OF BOSTON TO DEVELOP A FUNDING OPPORTUNITY TO ADDRESS ECONOMIC MOBILITY AS A KEY CONTRIBUTOR TO BETTER HEALTH; (3) HELD TWO CONVENINGS WITH GRANTEES FOCUSED ON MEDICAL DEBT AND YOUTH LEADERSHIP; AND (4) AWARDED 4 ADDITIONAL GRANTS TO ORGANIZATIONS TO ASSIST CONSUMERS WITH MEDICAL DEBT. 4498330 PRI ISSUED IN 2024 IN THE FORM OF A BRIDGE LOAN:ORGANIZATION NAME: LAWRENCE COMMUNITYWORKS, INC.INTEREST RATE: 1%TERM: 2-YEAR BRIDGE LOAN, WITH THE OPTION TO EXTEND TO 30 MONTHS.PURPOSE: TO HELP FUND LWC'S DYEWORKS PROGRAM. 2000000 2000000 133800688 6870988 0 140671676 0 0 140671676 2110075 138561601 6928080 6928080 83695 83695 6844385 0 6844385 4106631 2737754 5597154 2000000 7597154 2737754 0 0 622303 451015 1073318 7597154 0 0 0 2737754 4859400 0 0 5932718 0 0 0 0 0 0 0 5932718 622303 451015 4859400 X LYNN COMMUNITY HEALTH CENTER INC 269 UNION ST LYNN MA 01901 PC TO SUPPORT COMPLETION OF FINAL APPLICATION FOR YOUTH AS HEALTH CARE CHANGE AGENTS FUNDING OPPORTUNITY. 10000 BROCKTON NEIGHBORHOOD HEALTH CENTER INC 63 MAIN STREET BROCKTON MA 02301 PC TO SUPPORT COMPLETION OF FINAL APPLICATION FOR YOUTH AS HEALTH CARE CHANGE AGENTS FUNDING OPPORTUNITY. 10000 LOWELL COMMUNITY HEALTH CENTER INC 161 JACKSON STREET LOWELL MA 01852 PC TO SUPPORT COMPLETION OF FINAL APPLICATION FOR YOUTH AS HEALTH CARE CHANGE AGENTS FUNDING OPPORTUNITY. 10000 DOTHOUSE HEALTH INC 1353 DORCHESTER AVENUE DORCHESTER MA 02122 PC TO SUPPORT COMPLETION OF FINAL APPLICATION FOR YOUTH AS HEALTH CARE CHANGE AGENTS FUNDING OPPORTUNITY. 10000 LAWRENCE COMMUNITYWORKS INC 168 NEWBURY STREET LAWRENCE MA 01841 PC TO SUPPORT COMPLETION OF FINAL APPLICATION FOR YOUTH AS HEALTH CARE CHANGE AGENTS FUNDING OPPORTUNITY. 10000 LA COLABORATIVA INC 318 BROADWAY CHELSEA MA 02150 PC TO SUPPORT COMPLETION OF FINAL APPLICATION FOR YOUTH AS HEALTH CARE CHANGE AGENTS FUNDING OPPORTUNITY. 10000 NEIGHBORHOOD DEVELOPERS INC 4 GERRISH AVE CHELSEA MA 02150 PC TO SUPPORT THE "FUNDING FINANCIAL OPPORTUNITY CENTERS TO ADDRESS MEDICAL DEBT" PROGRAM. 50000 NEIGHBORHOOD HOUSING SERVICES OF THE SOUTH SHORE INC 422 WASHINGTON STREET QUINCY MA 02169 PC TO SUPPORT THE "FUNDING FINANCIAL OPPORTUNITY CENTERS TO ADDRESS MEDICAL DEBT" PROGRAM. 50000 URBAN EDGE 1542 COLUMBUS AVE ROXBURY MA 02119 PC TO SUPPORT THE "FUNDING FINANCIAL OPPORTUNITY CENTERS TO ADDRESS MEDICAL DEBT" PROGRAM. 50000 LAWRENCE COMMUNITYWORKS INC 168 NEWBURY STREET LAWRENCE MA 01841 PC TO SUPPORT THE "FUNDING FINANCIAL OPPORTUNITY CENTERS TO ADDRESS MEDICAL DEBT" PROGRAM. 50000 THE BASE INC 150 SHIRLEY STREET BOSTON MA 02119 PC TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS CATALYST" PROGRAM. 200000 MATTAPAN FOOD AND FITNESS COALITION CO THIRD SECTOR NEW ENGLAND 1613 BLUE HILL AVE MATTAPAN MA 02126 PC TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS CATALYST" PROGRAM. 200000 LAWRENCE COMMUNITYWORKS INC 168 NEWBURY STREET LAWRENCE MA 01841 PC TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS" PROGRAM. 400000 LA COLABORATIVA INC 318 BROADWAY CHELSEA MA 02150 PC TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS" PROGRAM. 500000 LOWELL COMMUNITY HEALTH CENTER INC 161 JACKSON STREET LOWELL MA 01852 PC TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS" PROGRAM. 417973 BROCKTON NEIGHBORHOOD HEALTH CENTER INC 63 MAIN STREET BROCKTON MA 02301 PC TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS" PROGRAM. 500000 LYNN COMMUNITY HEALTH CENTER INC 269 UNION ST LYNN MA 01901 PC TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS" PROGRAM. 500000 DOTHOUSE HEALTH INC 1353 DORCHESTER AVENUE DORCHESTER MA 02122 PC TO SUPPORT THE "YOUTH AS HEALTH CARE CHANGE AGENTS" PROGRAM. 500000 HEALTH EQUITY COMPACT INC 40 COURT STREET 10TH FLOOR BOSTON MA 02108 PC TO SUPPORT THE WORK OF THE COMPACT TO ATTAIN HEALTH EQUITY FOR ALL IN MASSACHUSETTS BY DISMANTLING SYSTEMIC BARRIERS AND PROMOTING EQUITABLE STRUCTURES AND PRACTICES. 350000 HEALTH CARE FOR ALL INC ONE FEDERAL STREET FIFTH FLOOR BOSTON MA 02110 PC ADDRESSING MEDICAL DEBT IN MASSACHUSETTS COMMUNITIES 482770 HEALTH LAW ADVOCATES INC ONE FEDERAL STREET FIFTH FLOOR BOSTON MA 02110 PC ADDRESSING MEDICAL DEBT IN MASSACHUSETTS COMMUNITIES 187587 4498330 0 14 5374726 18 811355 TAX REFUND 864 PRI COMMITMENT FEE REVENUE 14 20000 0 6206081 864 6206945 1B MISCELLANEOUS REVENUE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 38778 0 0 38356 MUTUAL FUNDS FMV 134274503 134274503 LEGAL 40941 0 0 45689 PROGRAM RELATED INVESTMENTS 2000667 2000667 DUES & SUBSCRIPTIONS 8179 0 0 8179 COMPUTER EQUIPMENT 2831 0 0 2831 IT FEES & SUBSCRIPTIONS 12332 0 0 19597 FOOD & BEVERAGE 1945 0 0 1650 BANK FEES 5 0 0 5 GIFTS AND AWARDS 10793 0 0 7193 INSURANCE 8508 0 0 9317 EVENT EXPENSE 11415 0 0 11415 SUPPLIES 352 0 0 352 FILING FEES 801 0 0 801 PROFESSIONAL DEVELOPMENT 1529 0 0 729 TAX REFUND 864 864 PRI COMMITMENT FEE REVENUE 20000 20000 UNREALIZED GAIN 1366117 IT MANAGEMENT 5829 0 0 6054 INVESTMENT ADVISORY FEES 164864 164864 0 0 PAYROLL PROCESSING FEES 4773 0 0 4518 HR CONSULTANT 25850 0 0 26300 PR/COMMUNICATIONS CONSULTING 127500 0 0 133560 PROGRAM CONSULTANT 135630 0 0 134473 OTHER PROFESSIONAL FEES 84921 0 0 97734 EVALUATION 63800 0 0 56034 EXCISE TAX 85000 0 0 0