COMMONWEALTH CARE ALLIANCE INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COMMONWEALTH CARE ALLIANCE INC (EIN 04-3756900)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349323980
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T16:50:14-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CITY SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021293742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043756900 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONWEALTH CARE ALLIANCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 6174260600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 WINTER STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIHIR SHAH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6174260600 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN LO | PreparerPersonNm |
| PTIN | P01434915 | PTIN |
| Phone | 6179129000 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER D PALMIERI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 WINTER STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,564,309,640 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COMMONWEALTHCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | COMMONWEALTH CARE ALLIANCE, INC.'S MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE WITH SIGNIFICANT NEEDS BY INNOVATING, COORDINATING AND PROVIDING THE HIGHEST QUALITY, INDIVIDUALIZED CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 2374 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,256,345,829 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,554,231,693 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,835,414 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,752,160 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,721,125 | PYOtherRevenueAmt |
| CY Other Revenue | $3,802,861 | CYOtherRevenueAmt |
| PY Total Revenue | $2,271,902,368 | PYTotalRevenueAmt |
| CY Total Revenue | $2,562,786,714 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $304,093 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $336,141 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $183,275,922 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $198,874,100 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,035,151,014 | PYOtherExpensesAmt |
| CY Other Expenses | $2,428,616,296 | CYOtherExpensesAmt |
| PY Total Expenses | $2,218,731,029 | PYTotalExpensesAmt |
| CY Total Expenses | $2,627,826,537 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $53,171,339 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$65,039,823 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,143,237,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,224,137,760 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $845,527,584 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,047,310,121 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $297,709,965 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $176,827,639 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | COMMONWEALTH CARE ALLIANCE, INC.'S MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE WITH SIGNIFICANT NEEDS BY INNOVATING, COORDINATING AND PROVIDING THE HIGHEST QUALITY, INDIVIDUALIZED CARE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,257,303,051 | ExpenseAmt |
| Grant | $336,141 | GrantAmt |
| Revenue | $2,552,712,819 | RevenueAmt |
| Desc | COMMONWEALTH CARE ALLIANCE (CCA) HAS CONTRACTED WITH COMMUNITY BASED PRIMARY CARE PRACTICES THAT HAVE DEMONSTRATED EXPERIENCE SERVING ADULTS IN A MANAGED CARE NETWORK. EXAMPLES OF THESE PRIMARY CARE SITES INCLUDE AFFILIATED PHYSICIANS GROUP OF JAMAICA PLAIN, BOSTON UNIVERSITY GERIATRICS, BRIGHTWOOD HEALTH SERVICES, CAMBRIDGE HEALTH ALLIANCE, EAST BOSTON HEALTH CENTER, ELDER SERVICE PLAN OF THE NORTH SHORE, HARBOR HEALTH SERVICE, UPHAM'S CORNER HEALTH CENTER. CCA IS ONE OF THE SIX SENIOR CARE OPTION OR "SCO ORGANIZATIONS IN THE COMMONWEALTH: THE SCO PROGRAM IS A COMPREHENSIVE HEALTH PLAN THAT COVERS ALL SERVICES REIMBURSABLE UNDER A DELIVERY SYSTEM AND ITS PREFERRED NETWORK OF PROVIDERS. CCA IS ALSO ONE OF THREE ORGANIZATIONS THAT OFFERS ONE CARE TO INDIVIDUALS AGED 18 TO 64 RESIDENT IN THE COMMONWEALTH OF MASSACHUSETTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,808,535 | ExpenseAmt |
| Revenue | $5,321,735 | RevenueAmt |
| Desc | CCA HOUSING SOLUTIONS, LLC, A DISREGARDED ENTITY TO CCA, WAS CREATED IN 2023 TO CONTRACT WITH THE EXECUTIVE OFFICE OF HOUSING AND LIVABLE COMMUNITIES OF THE COMMONWEALTH OF MASSACHUSETTS TO PROVIDE EMERGENCY SHELTER RELATED SERVICES TO REFUGEES IN MASSACHUSETTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,260,111,586 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5671 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2374 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH CAHN GOODMAN SEC & CLERK CHIEF LEGAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174260600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 WINTER STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER D PALMIERI | ||||||||||
| PRESIDENT & CEO, DIRECTOR | 15.00 | 25.00 | Yes (X) | Yes (X) | $1,981,900 | $0 | $754,490 | |||
| DAVID KLEIN | ||||||||||
| CHAIR | 3.00 | 0.00 | Yes (X) | $67,500 | $0 | $0 | ||||
| TEJAL GANDHI MD | ||||||||||
| CHAIR-ELECT | 3.00 | 0.00 | Yes (X) | $52,500 | $0 | $0 | ||||
| CAROL RAPHAEL | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $33,750 | $0 | $0 | ||||
| PETER ANDRUSZKIEWICZ | ||||||||||
| DIRECTOR (AS OF 3/3/23) | 3.00 | 0.00 | Yes (X) | $10,416 | $0 | $0 | ||||
| CHARLES CARR | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $33,750 | $0 | $0 | ||||
| ANDREA GELZER | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $18,750 | $0 | $0 | ||||
| ROBERT GITTENS | ||||||||||
| DIRECTOR | 3.00 | 2.00 | Yes (X) | $18,750 | $0 | $0 | ||||
| THOMAS GLYNN | ||||||||||
| DIRECTOR (AS OF 7/25/23) | 3.00 | 0.00 | Yes (X) | $5,208 | $0 | $0 | ||||
| IRA GOTTLIEB | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $33,750 | $0 | $0 | ||||
| RIZAL HAMDALLAH | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $18,750 | $0 | $0 | ||||
| FAZLE HUSAIN | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $18,750 | $0 | $0 | ||||
| LESLIE KIRWAN | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $33,750 | $0 | $0 | ||||
| LARRY NEITERMAN | ||||||||||
| DIRECTOR (AS OF 3/3/23) | 3.00 | 0.00 | Yes (X) | $10,416 | $0 | $0 | ||||
| JOSEPH PADUDA | ||||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $33,750 | $0 | $0 | ||||
| KAREN SHIELDS | ||||||||||
| DIRECTOR (AS OF 3/3/23) | 3.00 | 0.00 | Yes (X) | $10,416 | $0 | $0 | ||||
| ELIZABETH GOODMAN SEC CLERK | ||||||||||
| CHIEF LEGAL OFFICER | 15.00 | 25.00 | Yes (X) | $630,281 | $0 | $181,194 | ||||
| MARY HAMILTON INTERIM | ||||||||||
| FINANCE LEAD (UNTIL 7/07/23) | 15.00 | 25.00 | Yes (X) | $321,481 | $0 | $8,225 | ||||
| FRANK SCALISE CHIEF | ||||||||||
| FINANCIAL OFFICER (AS OF 6/5/23) | 15.00 | 25.00 | Yes (X) | $267,100 | $0 | $90,342 | ||||
| COURTNEY MURPHY | ||||||||||
| PRESIDENT OF MARKETS (UNTIL 12/15/23) | 40.00 | 0.00 | $888,538 | $0 | $57,452 | Yes (X) | ||||
| ALFRED ENAGBARE | ||||||||||
| CHIEF PEOPLE OFFICER | 40.00 | 0.00 | $585,271 | $0 | $222,391 | Yes (X) | ||||
| ROBERT MACARTHUR | ||||||||||
| CHIEF MEDICAL OFFICER(UNTIL 2/13/23) | 35.00 | 5.00 | $580,133 | $0 | $12,833 | Yes (X) | ||||
| SESHA MUDUNURI | ||||||||||
| CHIEF OPERATING OFFICER | 40.00 | 0.00 | $544,068 | $0 | $217,775 | Yes (X) | ||||
| DONALD STIFFLER | ||||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 0.00 | $545,211 | $0 | $195,749 | Yes (X) | ||||
| AYSE HAGMANN | ||||||||||
| CHIEF MEDICAL OFFICER(AS OF 6/18/23) | 40.00 | 0.00 | $427,646 | $0 | $89,231 | Yes (X) | ||||
| KERIM C TURAN CHIEF RISK | ||||||||||
| COMPLIANCE & ETHICS OFFICER | 40.00 | 0.00 | $587,033 | $0 | $137,745 | Yes (X) | ||||
| LISA FLEMING | ||||||||||
| SPECIAL COUNSEL, CCA (UNTIL 12/29/23) | 40.00 | 0.00 | $447,708 | $0 | $47,275 | Yes (X) | ||||
| MELISSA KUBILUS | ||||||||||
| SENIOR VP MARKETING | 40.00 | 0.00 | $445,256 | $0 | $125,533 | Yes (X) | ||||
| SEBASTIAAN FOPPEMA | ||||||||||
| GENERAL MANAGER INSTED | 40.00 | 0.00 | $450,658 | $0 | $81,738 | Yes (X) | ||||
| MARK WAGGONER | ||||||||||
| GENERAL MANAGER MARKET LEAD | 40.00 | 0.00 | $423,532 | $0 | $121,870 | Yes (X) | ||||
| SARAH GARRITY | ||||||||||
| FORMER CHIEF MARKETING OFFICER | 40.00 | 0.00 | $286,901 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,812,923 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,343,843 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 864 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TEMPUS UNLIMITED INC | |||||
| 600 TECHNOLOGY CENTER DRIVE | STOUGHTON | MA | 02072 | HEALTHCARE & TECHNOLOGY | $264,604,013 |
| BAYSTATE MEDICAL CENTER | |||||
| 759 CHESTNUT ST | SPRINGFIELD | MA | 01199 | HEALTHCARE & TECHNOLOGY | $87,072,956 |
| BOSTON MEDICAL CENTER | |||||
| PO BOX 419873 | BOSTON | MA | 02241 | HEALTHCARE & TECHNOLOGY | $49,418,213 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||
| PO BOX 3947 | BOSTON | MA | 02241 | HEALTHCARE & TECHNOLOGY | $37,377,151 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | HEALTHCARE & TECHNOLOGY | $29,147,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1012 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ENROLLEE FEES | 621300 | $2,548,909,958 | $2,548,909,958 |
| HOUSING SOLUTIONS RENT | 531390 | $5,321,735 | $5,321,735 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,554,231,693 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,275,086 | TotalRevenueColumnAmt |
| Exclusion | $6,275,086 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,522,926 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$1,522,926 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,522,926 | TotalRevenueColumnAmt |
| Exclusion | -$1,522,926 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,802,861 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,802,861 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,802,861 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,562,786,714 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,558,034,554 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,752,160 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,141 | TotalAmt |
| Program Services | $336,141 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,444,603 | TotalAmt |
| Management And General | $6,444,603 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,720,473 | TotalAmt |
| Program Services | $372,627 | ProgramServicesAmt |
| Management And General | $144,347,846 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,733,781 | TotalAmt |
| Management And General | $10,733,781 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,864,669 | TotalAmt |
| Program Services | $123,741 | ProgramServicesAmt |
| Management And General | $18,740,928 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,110,574 | TotalAmt |
| Management And General | $18,110,574 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,054,562 | TotalAmt |
| Management And General | $5,054,562 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,151,272 | TotalAmt |
| Management And General | $2,151,272 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,193,000 | TotalAmt |
| Management And General | $1,193,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,545 | TotalAmt |
| Management And General | $358,545 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,458,886 | TotalAmt |
| Program Services | $2,278,768 | ProgramServicesAmt |
| Management And General | $50,180,118 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,759,353 | TotalAmt |
| Management And General | $9,759,353 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,441,949 | TotalAmt |
| Program Services | $7,159 | ProgramServicesAmt |
| Management And General | $4,434,790 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,018,482 | TotalAmt |
| Management And General | $22,018,482 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,241,199 | TotalAmt |
| Program Services | $42 | ProgramServicesAmt |
| Management And General | $9,241,157 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,020,394 | TotalAmt |
| Program Services | $22,460 | ProgramServicesAmt |
| Management And General | $997,934 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,304,867 | TotalAmt |
| Program Services | $3,615 | ProgramServicesAmt |
| Management And General | $1,301,252 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,491,392 | TotalAmt |
| Management And General | $1,491,392 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,012,988 | TotalAmt |
| Management And General | $13,012,988 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,677,019 | TotalAmt |
| Management And General | $2,677,019 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL EXPENSES | $1,971,502,124 | $1,971,502,124 | |
| CAPITATION EXPENSES | $285,464,786 | $285,464,786 | |
| CLAIMS ADJUDICATION | $32,664,695 | $32,664,695 | |
| RESTRUCTURING COSTS | $6,271,147 | $6,271,147 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,529,636 | TotalAmt |
| Program Services | $123 | ProgramServicesAmt |
| Management And General | $6,529,513 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,627,826,537 | TotalAmt |
| Program Services | $2,260,111,586 | ProgramServicesAmt |
| Management And General | $367,714,951 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$98,171 | BOYAmt |
| EOY | -$38,625,807 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,924,893 | BOYAmt |
| EOY | $296,377,123 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,574,166 | BOYAmt |
| EOY | $16,405,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $74,650,939 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,930,292 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,400,177 | BOYAmt |
| EOY | $41,720,647 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,273,626 | BOYAmt |
| EOY | $258,837,267 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,234,043 | BOYAmt |
| EOY | $22,667,236 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,928,815 | BOYAmt |
| EOY | $626,756,208 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,237,549 | BOYAmt |
| EOY | $1,224,137,760 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,235,929 | BOYAmt |
| EOY | $95,802,083 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $45,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,291,655 | BOYAmt |
| EOY | $906,508,038 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845,527,584 | BOYAmt |
| EOY | $1,047,310,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,709,965 | BOYAmt |
| EOY | $176,827,639 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,709,965 | BOYAmt |
| EOY | $176,827,639 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,143,237,549 | BOYAmt |
| EOY | $1,224,137,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$65,039,823 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,879,528 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$59,822,628 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $100,597 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,541,164,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,798,377,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,040,246,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,262,022,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,558,034,554 | CurrentTaxYearAmt |
| Total | $10,199,846,516 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,541,164,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,798,377,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,040,246,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,262,022,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,558,034,554 | CurrentTaxYearAmt |
| Total | $10,199,846,516 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $10,199,846,516 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,608,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,254,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,859,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,573,878 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,275,086 | CurrentTaxYearAmt |
| Total | $22,571,590 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,608,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,254,094 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,859,544 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,573,878 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,275,086 | CurrentTaxYearAmt |
| Total | $22,571,590 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,544,773,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,801,631,440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,044,106,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,267,596,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,564,309,640 | CurrentTaxYearAmt |
| Total | $10,222,418,106 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99780 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99800 | PublicSupportPY509Pct |
| Investment Income CY | 0.00220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00200 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,193,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,193,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | CCA PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS, A PIECE OF WHICH MAY BE USED BY SUCH ORGANIZATIONS FOR FEDERAL LOBBYING ACTIVITIES ON BEHALF OF CCA AND OTHER SIMILARLY SITUATED ORGANIZATIONS. $1,193,000 WAS PAID TO OUTSIDE CONSULTANT FOR LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $119,298 | OtherCostOrOtherBasisAmt |
| Book Value | $119,298 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,498,744 | OtherCostOrOtherBasisAmt |
| Depreciation | $357,726 | DepreciationAmt |
| Book Value | $2,141,018 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,010,189 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,237,653 | DepreciationAmt |
| Book Value | $2,772,536 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,334,240 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,815,805 | DepreciationAmt |
| Book Value | $3,518,435 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,688,468 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,519,108 | DepreciationAmt |
| Book Value | $33,169,360 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $41,720,647 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (16 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS LIMITED AS TO USE | $2,189,385 |
| DUE FROM BOSTON'S COMMUNITY MEDICAL GROUP, INC. | $68,881,039 |
| DEPOSITS | $126,890 |
| DUE FROM COMMONWEALTH CLINICAL ALLIANCE, INC. | $262,982,905 |
| DUE FROM THE CENTER TO ADVANCE CONSUMER PARTNERSHIP, INC. | $10,111,900 |
| DUE FROM COMMONWEALTH CARE ALLIANCE MASSACHUSETTS, INC. | $12,162,335 |
| DUE FROM COMMONWEALTH CARE ALLIANCE RHODE ISLAND, INC. | $7,837,388 |
| DUE FROM COMMONWEALTH CARE ALLIANCE CALIFORNIA, LLC | $10,343,989 |
| DUE FROM COMMONWEALTH CARE ALLICANCE INDIANA, LLC | $633,968 |
| DUE FROM CCA HEALTH MICHIGAN INC. | $32,940,472 |
| DUE FROM CCA ACO LLC | $31,417,686 |
| DUE FROM CCA HEALTH PLANS OF CALIFORNIA, INC. | $13,886,142 |
| DUE FROM CCA PO, INC. | $7,623,970 |
| DUE FROM RELIANCE NEXT GEN ACO LLC | $5,229,071 |
| RIGHT TO USE ASSETS | $40,225,454 |
| INVESTMENTS IN SUBSIDIARIES | $120,163,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $626,756,208 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (16 entries)
| DescDesc | AmtAmt |
|---|---|
| MEDICAL EXPENSE OBLIGATIONS | $269,370,098 |
| REFUNDABLE ADVANCES | $127,162,595 |
| DEFERRED FUNDRAISING | $71,700 |
| OTHER LIABILITIES | $931,675 |
| DUE TO BOSTON'S COMMUNITY MEDICAL GROUP, INC. | $62,330,268 |
| DUE TO COMMONWEALTH CLINICAL ALLIANCE, INC. | $277,194,801 |
| DUE TO THE CENTER TO ADVANCE CONSUMER PARTNERSHIP, INC. | $7,799,477 |
| DUE TO COMMONWEALTH CARE ALLIANCE MASSACHUSETTS, INC. | $17,860,876 |
| DUE TO COMMONWEALTH CARE ALLIANCE RHODE ISLAND, INC. | $8,118,499 |
| RIGHT OF USE LIABILITY | $45,077,846 |
| DUE TO CCA HEALTH MICHIGAN INC. | $32,901,837 |
| DUE TO CCA ACO LLC | $29,987,636 |
| DUE TO CCA HEALTH PLANS OF CALIFORNIA, INC. | $16,404,655 |
| DUE TO CCA PO, INC. | $6,201,608 |
| DUE TO RELIANCE NEXT GEN ACO LLC | $5,094,466 |
| DUE TO COMMONWEALTH CARE ALLIANCE MICHIGAN, LLC | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $906,508,038 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CCA IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MINUTEMAN SENIOR SERVICES | ||||||||
| 26 CROSBY DRIVE | BEDFORD | MA | 01730 | 042587212 | 501(C)(3) | $11,570 | $0 | HOST SPONSORSHIP |
| NATIONAL ASSOCIATION OF SOCIAL WORKERS INC | ||||||||
| 750 FIRST STREET NE 800 | WASHINGTON | DC | 20002 | 135643515 | 501(C)(6) | $5,500 | $0 | HOST SPONSORSHIP |
| NATIONAL ALLIANCE ON MENTAL ILLNESS OF MASSACHUSETTS | ||||||||
| 529 MAIN STREET | BOSTON | MA | 02129 | 042777012 | 501(C)(3) | $10,000 | $0 | HOST SPONSORSHIP |
| BRIDGES HOMEWARD INC | ||||||||
| 60 GORE STREET | CAMBRIDGE | MA | 02141 | 042104057 | 501(C)(3) | $55,000 | $0 | HOST SPONSORSHIP |
| COASTLINE ELDERLY SERVICES INC | ||||||||
| 863 BELLEVILLE AVENUE | NEW BEDFORD | MA | 02745 | 042622121 | 501(C)(3) | $20,554 | $0 | HOST SPONSORSHIP |
| BOSTON CENTER FOR INDEPENDENT LIVING | ||||||||
| 60 TEMPLE PLACE 5TH FLOOR | BOSTON | MA | 02111 | 042546595 | 501(C)(3) | $20,000 | $0 | HOST SPONSORSHIP |
| FOOD BANK OF EASTERN MICHIGAN | ||||||||
| 2300 LAPEER ROAD | FLINT | MI | 48503 | 382379678 | 501(C)(3) | $12,500 | $0 | HOST SPONSORSHIP |
| GLEANERS COMMUNITY FOOD BANK OF SOUTHEASTERN MICHIGAN | ||||||||
| 2131 BEAUFAIT | DETROIT | MI | 48207 | 382156255 | 501(C)(3) | $16,500 | $0 | HOST SPONSORSHIP |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE DBA HARVARD MEDICAL SCHOOL | ||||||||
| 1033 MASSACHUSETTS AVENUE 3RD FLOOR | CAMBRIDGE | MA | 02138 | 042103580 | 501(C)(3) | $25,000 | $0 | HOST SPONSORSHIP |
| HEALTH LAW ADVOCATES INC | ||||||||
| 1 FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | 043298116 | 501(C)(3) | $12,000 | $0 | HOST SPONSORSHIP |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 309 WAVERLY OAKS ROAD | WALTHAM | MA | 02452 | 133039601 | 501(C)(3) | $28,500 | $0 | HOST SPONSORSHIP |
| DISABILITY POLICY CONSORTIUM INC | ||||||||
| 25 KINGSTON 4TH FLOOR | BOSTON | MA | 02111 | 043570281 | 501(C)(3) | $15,000 | $0 | HOST SPONSORSHIP |
| MEDICARE RIGHTS CENTER | ||||||||
| 266 WEST 37TH STREET 3RD FLOOR | NEW YORK | NY | 10018 | 133505372 | 501(C)(3) | $20,000 | $0 | HOST SPONSORSHIP |
| SOMERVILLE CAMBRIDGE ELDER SERVICES INC | ||||||||
| 61 MEDFORD STREET | SOMERVILLE | MA | 02143 | 042515020 | 501(C)(3) | $65,076 | $0 | HOST SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN 2023, THE ORGANIZATION SPONSORED OTHER HUMAN SERVICES ORGANIZATIONS AND ORGANIZATIONS WITH SIMILAR MISSIONS. MEMBERS OF THE ORGANIZATION'S EXECUTIVE MANAGEMENT TEAM SELECT THE THIRD PARTIES THAT IT WILL SPONSOR, DETERMINE THE AMOUNT OF SPONSORSHIP AND MAINTAIN RECORDS TO SUBSTANTIATE THE CONTRIBUTIONS MADE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER D PALMIERI | ||||||||||||||
| PRESIDENT & CEO, DIRECTOR | $1,031,000 | $0 | $618,660 | $0 | $332,240 | $0 | $735,560 | $0 | $18,930 | $0 | $2,736,390 | $0 | $112,500 | $0 |
| COURTNEY MURPHY | ||||||||||||||
| PRESIDENT OF MARKETS (UNTIL 12/15/23 | $665,106 | $0 | $186,862 | $0 | $36,570 | $0 | $14,850 | $0 | $42,602 | $0 | $945,990 | $0 | $0 | $0 |
| ELIZABETH GOODMAN SEC CLERK | ||||||||||||||
| CHIEF LEGAL OFFICER | $543,336 | $0 | $84,107 | $0 | $2,838 | $0 | $144,192 | $0 | $37,002 | $0 | $811,475 | $0 | $0 | $0 |
| ALFRED ENAGBARE | ||||||||||||||
| CHIEF PEOPLE OFFICER | $439,471 | $0 | $137,417 | $0 | $8,383 | $0 | $173,145 | $0 | $49,246 | $0 | $807,662 | $0 | $0 | $0 |
| SESHA MUDUNURI | ||||||||||||||
| CHIEF OPERATING OFFICER | $541,230 | $0 | $0 | $0 | $2,838 | $0 | $166,816 | $0 | $50,959 | $0 | $761,843 | $0 | $0 | $0 |
| DONALD STIFFLER | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $399,865 | $0 | $142,508 | $0 | $2,838 | $0 | $148,032 | $0 | $47,717 | $0 | $740,960 | $0 | $0 | $0 |
| KERIM C TURAN CHIEF RISK | ||||||||||||||
| COMPLIANCE & ETHICS OFFICER | $335,690 | $0 | $250,000 | $0 | $1,343 | $0 | $86,851 | $0 | $50,894 | $0 | $724,778 | $0 | $0 | $0 |
| ROBERT MACARTHUR | ||||||||||||||
| CHIEF MEDICAL OFFICER(UNTIL 2/13/23) | $136,521 | $0 | $0 | $0 | $443,612 | $0 | $6,192 | $0 | $6,641 | $0 | $592,966 | $0 | $0 | $0 |
| MELISSA KUBILUS | ||||||||||||||
| SENIOR VP MARKETING | $309,266 | $0 | $135,000 | $0 | $990 | $0 | $77,850 | $0 | $47,683 | $0 | $570,789 | $0 | $0 | $0 |
| MARK WAGGONER | ||||||||||||||
| GENERAL MANAGER MARKET LEAD | $355,335 | $0 | $66,679 | $0 | $1,518 | $0 | $80,630 | $0 | $41,240 | $0 | $545,402 | $0 | $0 | $0 |
| SEBASTIAAN FOPPEMA | ||||||||||||||
| GENERAL MANAGER INSTED | $375,598 | $0 | $73,542 | $0 | $1,518 | $0 | $77,474 | $0 | $4,264 | $0 | $532,396 | $0 | $0 | $0 |
| AYSE HAGMANN | ||||||||||||||
| CHIEF MEDICAL OFFICER(AS OF 6/18/23) | $378,303 | $0 | $46,505 | $0 | $2,838 | $0 | $78,389 | $0 | $10,842 | $0 | $516,877 | $0 | $0 | $0 |
| LISA FLEMING | ||||||||||||||
| SPECIAL COUNSEL, CCA (UNTIL 12/29/23 | $359,068 | $0 | $81,610 | $0 | $7,030 | $0 | $12,675 | $0 | $34,600 | $0 | $494,983 | $0 | $0 | $0 |
| FRANK SCALISE CHIEF | ||||||||||||||
| FINANCIAL OFFICER (AS OF 6/5/23) | $264,587 | $0 | $0 | $0 | $2,513 | $0 | $87,692 | $0 | $2,650 | $0 | $357,442 | $0 | $0 | $0 |
| MARY HAMILTON INTERIM | ||||||||||||||
| FINANCE LEAD (UNTIL 7/07/23) | $219,844 | $0 | $100,000 | $0 | $1,637 | $0 | $3,988 | $0 | $4,237 | $0 | $329,706 | $0 | $0 | $0 |
| SARAH GARRITY | ||||||||||||||
| FORMER CHIEF MARKETING OFFICER | $286,901 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $286,901 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | ROBERT MACARTHUR RECEIVED A SEVERANCE PAYMENT OF $442,942 REPORTED IN SCHEDULE J, PART II, COLUMN B(III). COURTNEY MURPHY RECEIVED A SEVERANCE PAYMENT OF $10,599 REPORTED IN SCHEDULE J, PART II, COLUMN B(III). THE REMAINDER OF COURTNEY'S SEVERANCE WILL BE REPORTED ON THE 2024 FILING. CCA PROVIDES MR. PALMIERI WITH A LONG-TERM BENEFIT, WHICH IF EARNED IN FULL HAS A TARGET VALUE OF $450,000. MR. PALMIERI IS ENTITLED TO PAYMENTS UNDER THIS AWARD PURSUANT TO A VESTING SCHEDULE WHICH COMBINES BOTH TIME AND PERFORMANCE BASED TARGET. UNDER THIS AWARD, MR. PALMIERI RECEIVED $112,500 IN NOVEMBER 2023, PROVIDED THAT HE WAS EMPLOYED AS CCA'S CEO AT THE TIME OF PAYOUT. THE REMAINING AMOUNT OF THE AWARD IS SUBJECT TO ACHIEVEMENT OF LONG-TERM PERFORMANCE GOALS WHICH WERE SET BASED ON THRESHOLD, TARGET AND MAXIMUM CRITERIA BY THE BOARD IN ADVANCE. THE FINAL TRANCHE VESTED ON NOVEMBER 3, 2023 AND MR. PALMIERI WAS PAID AN AMOUNT BASED ON ACHIEVEMENT OF THE PERFORMANCE GOALS. ON DECEMBER 1, 2023, MR. PALMIERI WAS PAID $281,250 (LESS APPLICABLE TAX WITHHOLDING) UPON VESTING OF THE FINAL TRANCHE UNDER THE 2020 LONG TERM INCENTIVE. THE CEO PARTICIPATES IN THE COMMONWEALTH CARE ALLIANCE SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP), A NONQUALIFIED DEFERRED COMPENSATION PLAN EFFECTIVE JANUARY 1, 2022. $154,710 WAS CONTRIBUTED TO THE PLAN IN 2023 AND HAS BEEN REPORTED IN PART II, COLUMN (C) AS DEFERRED COMPENSATION. THE CEO ALSO PARTICIPATES IN AN DEFINED BENEFIT PLAN IN WHICH $566,000 WAS CONTRIBUTED IN 2023 WHICH IS REPORTED IN PART II, COLUMN C. CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATE IN THE COMMONWEALTH CARE ALLIANCE EXECUTIVE RETENTION PLAN, A NONQUALIFIED DEFERRED COMPENSATION PLAN WHICH IN 2020 WAS OFFERED TO CERTAIN MEMBERS OF THE EXECUTIVE LEADERSHIP TEAM AND SUBSEQUENTLY OFFERED TO NEWER EMPLOYEES. PAYMENTS WILL BE MADE TO THE EXECUTIVE ONLY IF THE EXECUTIVE STAYS WITH THE ORGANIZATION THROUGH THE FIVE-YEAR VESTING PERIOD AS THE PRIMARY PURPOSE OF THIS PLAN IS TO PROVIDE FOR THE RETENTION OF THE PARTICIPANTS. THE MARKET FOR EXECUTIVE TALENT IN THIS COUNTRY IS FIERCELY COMPETITIVE AND WE RECRUIT INDIVIDUALS FROM ACROSS THE COUNTRY AND FROM VARIOUS INDUSTRIES. DUTIES ARE BOTH EXTENSIVE AND COMPLEX AND REQUIRE SUBSTANTIAL AND DIVERSE EXPERIENCE AND SKILL SETS TO EXECUTE SUCCESSFULLY. PAYMENTS WILL BE MADE AT THE END OF A FIVE-YEAR PERIOD BASED ON ROLLING EFFECTIVE DATES IN AN AMOUNT EQUAL TO 90% OF THE EXECUTIVE'S BASE SALARY AS OF THE END OF THE YEAR PRIOR TO PAYOUT. ELIGIBLE PARTICIPANTS HAVE 18% OF THEIR SALARY ACCRUED FOR EACH YEAR FOR THE FIVE-YEAR PERIOD. IN 2023, 18% OF BASE SALARY FOR ALFRED ENAGBARE, DONALD STIFFLER, SESHA MUDUNURI, ELIZABETH GOODMAN, KERIM TURAN, FRANK SCALISE, MELISSA KUBILUS, SEBASTIAAN FOPPEMA, MARK WAGGONER AND AYSE HAGMANN WAS ACCRUED AND HAS BEEN INCLUDED AS DEFERRED COMPENSATION IN (SCHEDULE J, PART II, COLUMN C). AMOUNTS WILL BE REFLECTED AGAIN AS REPORTABLE COMPENSATION IN THE YEAR PAID (SCHEDULE J, PART II, COLUMN B(III)). CERTAIN EXECUTIVES PARTICIPATE IN THE EXECUTIVE SERP PLAN. ELIGIBLE PARTICIPANTS HAVE 15% OF THEIR SALARY ACCRUED FOR EACH YEAR WITH A FIVE-YEAR VESTING PERIOD. IN 2023, 15% OF BASE SALARY FOR ALFRED ENAGBARE, DONALD STIFFLER, SESHA MUDUNURI AND ELIZABETH GOODMAN WAS ACCRUED AND HAS BEEN INCLUDED AS DEFERRED COMPENSATION IN (SCHEDULE J, PART II, COLUMN C). |
| PART I, LINE 7 | BONUSES REPORTED IN PART II, COLUMN (B)(II) WERE DETERMINED BY A FIXED FORMULA BASED ON ATTAINING BOTH COMPANY AND INDIVIDUAL PERFORMANCE GOALS. THE CEO'S SHORT-TERM BONUS WAS DETERMINED BY A FIXED FORMULA BASED ON ACHIEVING PRE-ESTABLISHED COMPANY GOALS WHICH WERE APPROVED BY THE BOARD OF DIRECTORS. IN ADDITION, SIGNING BONUSES ARE INCLUDED IN PART II, COLUMN (B)(II) FOR CERTAIN INDIVIDUALS. PART II, COLUMN (B)(III): CHRISTOPHER PALMIERI RECEIVES AN ANNUAL STIPEND OF $50,000 TO PURCHASE ADDITIONAL BENEFITS OF HIS CHOOSING. THERE ARE BONUSES REPORTED ON PART II, COLUMN (B)(III) THAT ARE NOT PERFORMANCE BASED OR RELATED TO SHORT-TERM INCENTIVE PLANS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | CCA HOUSING SOLUTIONS, LLC, A DISREGARDED ENTITY TO CCA, WAS CREATED IN 2023 TO CONTRACT WITH THE EXECUTIVE OFFICE OF HOUSING AND LIVABLE COMMUNITIES OF THE COMMONWEALTH OF MASSACHUSETTS TO PROVIDE EMERGENCY SHELTER RELATED SERVICES TO REFUGEES IN MASSACHUSETTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. THE BOARD ALSO REVIEWS THE ORGANIZATION'S FINANCIAL STATEMENTS ON A QUARTERLY BASIS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ANNUAL COMPLIANCE POLICY AND CONFLICT OF INTEREST DISCLOSURE FORMS ARE DISTRIBUTED TO CCA'S WORKFORCE WHICH INCLUDES THE BOARD, OFFICERS, AND KEY EMPLOYEES. THIS PROCESS IS OVERSEEN BY THE COMPLIANCE DEPARTMENT WHICH ALSO MONITORS THE PROCESS TO ENSURE DISCLOSURES ARE OBTAINED AND ANALYZED APPROPRIATELY. THE BOARD, OFFICERS, AND KEY EMPLOYEES ALSO RECEIVE ANNUAL TRAINING ON CONFLICTS OF INTEREST AND COMPLIANCE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS CCA EMPLOYEES, OFFICERS AND DIRECTORS. THE POLICY CALLS FOR CONFLICT OF INTEREST ANALYSIS AND ACTUAL CONFLICTS ARE REVIEWED AND CONFLICTS DETERMINATIONS ARE MADE BY THE CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER. WHERE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST INVOLVING A TRANSACTION IS DETERMINED, THE INDIVIDUAL WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN EITHER MANAGEMENT'S OR THE BOARD'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION HAS A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS. THIS COMMITTEE MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHY, EXECUTIVE COMPENSATION POLICIES AS WELL AS THE COMPENSATION STRUCTURE OF ITS PRESIDENT AND CHIEF EXECUTIVE OFFICER. AMONG OTHER THINGS, THIS COMMITTEE IS RESPONSIBLE FOR ENSURING THAT THE TOTAL COMPENSATION PROVIDED TO EXECUTIVE OFFICERS IS DETERMINED BY A FAIR AND EQUITABLE PROCESS, INFORMED BY CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION, AND IS COMPLIANT WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE ORGANIZATION ENGAGED COMPENSATION CONSULTANTS TO PROVIDE A COMPREHENSIVE COMPENSATION ASSESSMENT AND RECOMMENDATIONS TO CREATE A REASONABLE COMPENSATION PACKAGE FOR ITS PRESIDENT AND CEO UNDER AN EMPLOYMENT AGREEMENT WITH THE CEO DATED NOVEMBER 2, 2018. THE COMMITTEE MET ON SEVERAL OCCASIONS TO REVIEW THE EXECUTIVE COMPENSATION STRUCTURE AND THE CURRENT AND PROPOSED COMPENSATION LEVELS, ALL IN THE CONTEXT OF COMPARABLE MARKET DATA. WITH REGARD TO THE CEO'S COMPENSATION, THE COMMITTEE MET WITHOUT THE CEO PRESENT TO REVIEW INDIVIDUAL ELEMENTS AND HIS TOTAL COMPENSATION AS WELL AS THE CEO'S PERFORMANCE AGAINST PRE-ESTABLISHED GOALS. IN 2023, THE COMMITTEE AND THE BOARD APPROVED THE PAYMENT OF A SHORT TERM INCENTIVE TO THE CEO BASED UPON ACHIEVEMENT OF 2022 PERFORMANCE GOALS WHICH HAD BEEN APPROVED BY THE BOARD IN 2022. IN ADDITION, IN ESTABLISHING THE CEO'S BASE SALARY AND OTHER COMPENSATION ELEMENTS UNDER THE CEO'S 2018 EMPLOYMENT CONTRACT, THE COMMITTEE RECEIVED A MARKET SURVEY PREPARED BY ITS INDEPENDENT COMPENSATION CONSULTANT. THE BOARD OF DIRECTORS VOTED TO APPROVE THE COMMITTEE'S RECOMMENDATION AND RECOMMENDED THAT THE BOARD INCREASE THE PRESIDENT AND CEO'S BASE SALARY TO BRING IT INTO ALIGNMENT WITH CURRENT MARKET DATA AND THE ORGANIZATION'S EXECUTIVE COMPENSATION PHILOSOPHY. ALL OF THE DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE COMMITTEE AND BOARD. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED ANNUALLY AND ARE ADJUSTED BASED UPON PERFORMANCE AND IN RELATION TO MARKET VALUE OF SURVEY OF POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA CANDID FORMERLY KNOWN AS GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | 2023 CAPITAL CONTRIBUTION TO INSTED RETAINED EARNINGS ADJUSTMENT 100,000. PRIOR YEAR ADJUSTMENT TO ENDING NET ASSETS 597. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| WINTER STREET VENTURES LLC | |||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 812358124 | INVEST IN COMPANIES RELATED TO HEALTH CARE DELIVERY AND PAYMENT | DE | $0 | $0 | COMMONWEALTH CARE ALLIANCE INC |
| 747 CAMBRIDGE STREET LLC | |||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 464325429 | REAL ESTATE HOLDING | MA | $0 | $0 | COMMONWEALTH CARE ALLIANCE INC |
| INSTED LLC | |||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 831983756 | BROKERING AND DISPATCHING MOBILE INTEGRATED HEALTH SERVICES | MA | $9,091,778 | $2,498,588 | COMMONWEALTH CARE ALLIANCE INC |
| CCA HOUSING SOLUTIONS LLC | |||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 932767552 | PROVIDE HOUSING FOR IMMIGRANTS | DE | $5,321,735 | $3,921,735 | COMMONWEALTH CARE ALLIANCE INC |
| CCA HOME LLC | |||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 991324915 | NOT ACTIVE | DE | $0 | $0 | COMMONWEALTH CARE ALLIANCE INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BOSTON'S COMMUNITY MEDICAL GROUP INC | ||||||||||
| 30 NORTHAMPTON STREET | BOSTON | MA | 02118 | 260100022 | MEDICAL SERVICE | MA | 501(C)(3) | LINE 3 | COMMONWEALTH CARE ALLIANCE INC | Yes (1) |
| COMMONWEALTH CLINICAL ALLIANCEINC | ||||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 562382058 | CLINICAL SERVICES | MA | 501(C)(3) | LINE 10 | COMMONWEALTH CARE ALLIANCE INC | Yes (1) |
| THE CENTER TO ADVANCE CONSUMER PARTNERSHIP INC | ||||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 822810261 | INNOVATION HUB FOR DEVELOPMENT IN THE QUALITY OF CARE AND HEALTH SERVICES | MA | 501(C)(3) | LINE 12A, I | COMMONWEALTH CARE ALLIANCE INC | Yes (1) |
| CCA FOUNDATION INC | ||||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 934772832 | INACTIVE | MA | 501(C)(3) | PENDING | COMMONWEALTH CARE ALLIANCE INC | Yes (1) |
| COMMUNITY INTENSIVE CARE INC | ||||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 933780796 | MEDICAL SERVICE | MA | 501(C)(3) | PENDING | COMMONWEALTH CARE ALLIANCE INC | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VOICE CARE TECH HOLDINGS LLC | |||||||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 882835914 | HOLDING COMPANY | MA | COMMONWEALTH CARE ALLIANCE INC | RELATED | -$252,505 | $163,926 | 0 | Yes (1) | 0.51120 |
| CCA ACO LLC | |||||||||||||
| 23900 ORCHARD LAKE RD SUITE 200 | FARMINGTON HILLS | MI | 48336 | 461262045 | MEDICARE SHARED SAVINGS PROGRAM ACO | MI | COMMONWEALTH CARE ALLIANCE MICHIGAN LLC | RELATED | -$755,768 | $18,342,149 | 0 | 0 | 0.58670 |
| RELIANCE NEXT GEN ACO LLC | |||||||||||||
| 23900 ORCHARD LAKE RD SUITE 200 | FARMINGTON HILLS | MI | 48336 | 812185714 | MEDICARE FEE FOR SERVICE NEXGEN ACO | MI | COMMONWEALTH CARE ALLIANCE MICHIGAN LLC | RELATED | -$667,450 | $458,760 | 0 | 0 | 0.60000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH CARE ALLIANCE MASSACHUSETTS INC | ||||||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 854228186 | MEDICARE ADVANTAGE PRODUCTS | MA | COMMONWEALTH CARE ALLIANCE INC | C | $30,076,774 | $36,943,972 | 1.00000 | Yes (1) |
| COMMONWEALTH CARE ALLIANCE RHODE ISLAND INC | ||||||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 854310885 | MEDICARE ADVANTAGE PRODUCTS | MA | COMMONWEALTH CARE ALLIANCE INC | C | $8,385,165 | $17,781,398 | 1.00000 | Yes (1) |
| COMMONWEALTH CARE ALLIANCE INDIANA LLC | ||||||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 873317576 | MEDICARE ADVANTAGE PRODUCTS | IN | COMMONWEALTH CARE ALLIANCE INC | C | $25,408 | $532,289 | 1.00000 | Yes (1) |
| COMMONWEALTH CARE ALLIANCE MICHIGAN LLC | ||||||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 872560730 | HOLDING COMPANY | MI | COMMONWEALTH CARE ALLIANCE INC | C | 1.00000 | Yes (1) | ||
| CCA HEALTH MICHIGAN INC | ||||||||||||
| 23900 ORCHARD LAKE RD SUITE 210 | FARMINGTON | MI | 48336 | 814977640 | MEDICAL SERVICES TO PERSONS IN MICHIGAN | MI | COMMONWEALTH CARE ALLIANCE MICHIGAN LLC | C | $11,005,906 | $14,557,879 | 0.70000 | Yes (1) |
| CCA PO INC | ||||||||||||
| 23900 ORCHARD LAKE RD SUITE 210 | FARMINGTON | MI | 48336 | 813685900 | PHYSICIAN CONTRACTING ORGANIZATION | MI | COMMONWEALTH CARE ALLIANCE MICHIGAN LLC | C | $1,237,068 | $2,896,071 | 0.60000 | Yes (1) |
| COMMONWEALTH CARE ALLIANCE CALIFORNIA LLC | ||||||||||||
| 30 WINTER STREET | BOSTON | MA | 02108 | 873361607 | HOLDING COMPANY | CA | COMMONWEALTH CARE ALLIANCE INC | C | $10,343,617 | 1.00000 | Yes (1) | |
| CCA HEALTH PLANS OF CALIFORNIA (FKA VITALITY HEALTH PLAN OF CALIFORNIA INC) | ||||||||||||
| 18000 STUDEBAKER RD STE 150 | CERRITOS | CA | 90703 | 814822508 | ARRANGES FOR HEALTHCARE SERVICES TO MEDICARE BENEFICIARIES | CA | COMMONWEALTH CARE ALLIANCE CALIFORNIA LLC | C | $4,940,909 | $10,903,419 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| COMMONWEALTH CLINICAL ALLIANCE | ||
| M | $10,395,120 | FAIR MARKET VALUE |
| BOSTON'S COMMUNITY MEDICAL GROUP INC | ||
| M | $63,051,921 | FAIR MARKET VALUE |
| COMMONWEALTH CARE ALLIANCE MASSACHUSETTS INC | ||
| L | $2,414,080 | FAIR MARKET VALUE |
| COMMONWEALTH CARE ALLIANCE RHODE ISLAND INC | ||
| L | $670,211 | FAIR MARKET VALUE |
| CCA HEALTH MICHIGAN | ||
| L | $1,038,448 | FAIR MARKET VALUE |
| CCA HEALTH PLANS OF CALIFORNIA INC | ||
| L | $329,882 | FAIR MARKET VALUE |
| THE CENTER TO ADVANCE CONSUMER PARTNERSHIP INC | ||
| L | $230,214 | FAIR MARKET VALUE |
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