2024-11-15T11:52:33-06:00 2023-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990 2023-01-01 042633274 THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC HEAL 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 AMIE SHEI PHD PRESIDENT AND CEO 5084380009 2024-11-13 1 1 KEVIN J MAGUIRE JR CPA P02109581 5087557107 2024-11-08 2023 2024-10-15 13:58:12Z AMIE SHEI PHD 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 20341400 0 X THFCM.ORG X 1977 MA TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 12 12 6 0 0 0 500997 0 0 0 4314194 4683671 159467 273150 4974658 4956821 3479645 2849076 0 0 1016941 875591 0 0 0 771531 419312 5268117 4143979 -293459 812842 82115995 87636709 2007386 1898614 80108609 85738095 TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 0 0 3752737 2849076 TO PROVIDE FUNDING TO NON-PROFIT ORGANIZATIONS FOR THE PURPOSE OF IMPROVING THE HEALTH OF THOSE WHO LIVE AND WORK IN CENTRAL MASSACHUSETTS. 3752737 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 15 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 AMIE SHEI PHD PRESIDENT/CEO 37.50 X 267180 0 11012 JENNIE BLAKE VP PROGRAMS 37.50 X 131977 0 14178 MICHELLE L EWING DIRECTOR OF FINANCE & ADMINISTRATION 37.50 X 119966 0 32890 DANIEL GERMAIN GRANTS AND OPERATION MANAGER 37.50 X 101409 0 31527 TIMOTHY M BIBAUD JD CHAIRMAN 2.00 X X 0 0 0 RANDALL V BECKER CPA MBA TREASURER 2.00 X X 0 0 0 GISELA VELEZ MD MPH SECRETARY 2.00 X X 0 0 0 SEJAL M DAGA MD FAAFP ASSISTANT SECRETARY 1.50 X X 0 0 0 ALEX CORRALES C-PHM DIRECTOR 1.50 X 0 0 0 DENNIS M DIMITRI MD FAAFP DIRECTOR 1.50 X 0 0 0 DIANE E GOULD LICSW DIRECTOR 1.50 X 0 0 0 LINDSAY F GREENFIELD MBA DIRECTOR 1.50 X 0 0 0 J MICHAEL GRENON CIMA DIRECTOR 1.50 X 0 0 0 CHRISTIE L HAGER JD MPH DIRECTOR 1.50 X 0 0 0 KATHRYN LEE MD DIRECTOR 1.50 X 0 0 0 CAROLE M STEEN MSA DIRECTOR 1.50 X 0 0 0 620532 0 89607 4 0 1 0 0 628688 628688 19439562 15384579 4054983 4054983 4054983 OTHER INCOME 900099 273150 273150 273150 4956821 4328133 0 628688 2849076 2849076 519123 430527 88596 218524 134566 83958 24452 20279 4173 63586 52734 10852 49906 41389 8517 21455 21455 23500 23500 130035 130035 126926 126926 9357 5822 3535 130222 78133 52089 33975 20385 13590 1709 1025 684 9536 5722 3814 TAXES-OTHER -218514 -218514 OUTSIDE SERVICES 79818 47891 31927 GRANT RELATED EXPENSES 60676 60676 PUBLICATIONS AND SPECIA 7520 4512 3008 3097 3097 4143979 3752737 391242 0 219561 134345 104296 455527 7976 8384 270416 265851 6274 4565 31778365 36924745 48926766 49227085 163264 137056 909493 745002 82115995 87636709 110522 114702 987371 1038910 909493 745002 2007386 1898614 X 80108609 85738095 80108609 85738095 82115995 87636709 812842 4816644 0 X 0 1 X 1 0 80487501 9367375 2849076 927988 -35321 86113133 97682030 500997 -13803215 3516940 396532 -21161 80487501 87729157 13634888 2596199 916638 169178 97682030 77893460 13661669 2592010 1185922 48040 87729157 68683673 12295868 2307831 644828 133422 77893460 1.00000 0 0 270416 265851 4565 4565 INVESTMENT LIMITED PARTNERSHIPS 49227085 F 49227085 DEFERRED COMPENSATION PLAN 140786 OPERATING LEASE LIABILITY 604216 745002 9460236 4816643 4816643 4643593 313228 313228 4956821 3830751 0 3830751 313228 313228 4143979 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 1704309 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 18629336 0 0 0 0 0 0 20333645 0 20333645 1 0 0 1 1 0 1 QUABOAG VALLEY COMMUNITY DEVELOPMENT CORPORATION 23 WEST MAIN STREET 1 WARE MA 01082 043370097 501(C)(3) 475000 0 BOOK QUABOAG CONNECTOR: DEVELOPING A MODEL FOR RURAL TRANSPORTATION; CENTER FOR STATE POLICY ANALYSIS (CSPA) MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN (MSPCC) 125 HARTWELL AVENUE LEXINGTON MA 02421 042103596 501(C)(3) 1011264 0 BOOK ENCOMPASS: ENHANCED FOSTER PARENT SUPPORTS IN CENTRAL MASSACHUSETTS GAAMHA INC 208 COLEMAN STREET GARDNER MA 01440 042437107 501(C)(3) 130000 0 BOOK ATHOL WOMEN'S RECOVERY HOME MONTACHUSETT VETERANS OUTREACH CENTER 268 CENTRAL STREET SUITE A GARDNER MA 01440 042743426 501(C)(3) 110000 0 BOOK MVOC HOUSING EXPANSION PROJECT EMPLOYMENT OPTIONS 82 BRINGHAM STREET MARLBOROUGH MA 01752 237089596 501(C)(3) 70935 0 BOOK INCREASING ACCESS TO MENTAL HEALTH & EMPLOYMENT SUPPORT IN NORTHERN WORCESTER COUNTY BOSTON AREA GLEANERS 91 MARTIN STREET ACTON MA 01720 300434755 501(C)(3) 81500 0 BOOK EXPANSION OF FRESH PRODUCE DISTRIBUTIONS INTO WORCESTER COUNTYEXPANSION OF FRESH PRODUCE DISTRIBUTIONS INTO WORCESTER COUNTYEXPANSION OF FRESH PRODUCE DISTRIBUTIONS INTO WORCESTER COUNTY CAMP STARFISH 873 MAIN STREET SUITE 1 ASHBY MA 01431 043454511 501(C)(3) 110000 0 BOOK CAMP STARFISH SPORT COURT REPAIR & UPGRADE PROJECT PROJECT JUST BECAUSE 77 SOUTH STREET HOPKINTON MA 01748 061728553 501(C)(3) 120000 0 BOOK PURCHASE OF NEW 53' FREEZER TRAILER AND ELECTRICAL UPGRADE TO ACCOMMODATE THE TRAILER ABBY'S HOUSE 52 HIGH STREET WORCESTER MA 01609 042648411 501(C)(3) 120000 0 BOOK ABBY'S HOUSE SHELTER RENOVATION PROJECT WORCESTER HOUSING AUTHORITY 630A PLANTATION STREET WORCESTER MA 01605 010628266 501(C)(3) 105213 0 BOOK "A PLACE TO LIVE": ADDRESSING WORCESTER'S CHRONICALLY HOMELESS POPULATION REGIONAL ENVIRONMENTAL COUNCIL 42 LAGRANGE STREET REAR WORCESTER MA 016130255 046364350 501(C)(3) 95400 0 BOOK WAREHOUSE IMPROVEMENTS SOUTHEAST ASIAN COALITION OF CENTRAL MASSACHUSETTS 50 PORTLAND STREET SUITE 521 WORCESTER MA 01608 043393955 501(C)(3) 120403 0 BOOK FOOD SECURITY MASSACHUSETTS PUBLIC HEALTH ASSOCIATION 50 FEDERAL STREET 8TH FLOOR BOSTON MA 02110 042326503 501(C)(3) 8913 0 BOOK TEMPORARY SUPPORT FOR COORDINATION OF THE REGIONAL TRANSIT AUTHORITIES ADVOCATES COALITION UMASS MEMORIAL HEALTH CARE DEPARTMENT OF EMERGENCY MEDICINE UMASS CHAN ME 55 LAKE AVENUE NORTH WORCESTER MA 01655 043358566 501(C)(3) 118824 0 BOOK DEVELOPING EDUCATION AND SUPPORT FOR CLINICIANS NEW TO PRESCRIBING BUPRENORPHINE FOR OUD SOUTH MIDDLESEX OPPORTUNITY COUNCIL (SMOC) 7 BISHOP STREET FRAMINGHAM MA 01702 042389659 501(C)(3) 50000 0 BOOK MEDICAL RESPITE PILOT SUPPORTING THE UNHOUSED THE HEALTH FOUNDATION FUND 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 043521743 501(C)(3) 20000 0 BOOK THE HEALTH FOUNDATION FUND (VELEZ) PART I, LINE 2: THE HEALTH FOUNDATION AND THE GRANTEE SIGN A CONTRACT OUTLINING THE DELIVERABLES, PAYMENT, AND REPORTING REQUIREMENTS FOR THE PROJECT. TYPICALLY, PROJECT PROCESS EVALUATION REPORTS ARE SUBMITTED TO THE FOUNDATION MIDWAY THROUGH THE CONTRACT YEAR. A PROJECT SUMMARY REPORT IS ALSO REQUIRED TO BE SUBMITTED TO THE FOUNDATION APPROXIMATELY TWO MONTHS AFTER THE CONTRACT END DATE, OUTLINING THE RESULTS AND EXPENSES. IN ADDITION, MULTI-YEAR GRANTEES ARE REQUIRED TO MEET WITH FOUNDATION STAFF ON A QUARTERLY BASIS TO ASSESS PROJECT PROGRESS. THE ACTIVATION FUND GRANTEES ARE REQUIRED TO MEET WITH THE FOUNDATION STAFF ONCE DURING THE GRANT CONTRACT. X 1 1 X X X 0 1 0 0 0 0 0 0 0 AMIE SHEI PHD PRESIDENT/CEO 242180 0 25000 0 0 0 0 0 11012 0 278192 0 0 0 MICHELLE L EWING DIRECTOR OF FINANCE & ADMINISTRATION 119966 0 0 0 0 0 0 0 32890 0 152856 0 0 0 PART I, LINE 1A THE FOUNDATION PAID FOR A PRIVATE SOCIAL CLUB MEMBERSHIP FOR THE PRESIDENT. MEMBERSHIP CEASED IN SEPTEMBER 2023. PART I, LINE 4B THERE IS A DEFERRED COMPENSATION PLAN IN ACCORDANCE WITH IRC SECTION 457(B) FOR THE FORMER PRESIDENT. THE ORGANIZATION ACCRUED $0 TO THIS PLAN FOR THE CURRENT YEAR. THE CUMULATIVE BALANCE OF THE ACCRUED DEFERRED COMPENSATION AS OF YEAR-END IS $140,786. FORM 990, PART VI, SECTION B, LINE 11B THE HEALTH FOUNDATION STAFF EMAILS THE DOCUMENTS TO THE BOARD FOR REVIEW, QUESTIONS, AND COMMENTS. THE 990 IS THEN FILED AFTER THE BOARD HAS REVIEWED IT. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE BY STAFF AND DIRECTORS, WITH A REVIEW OF THE POLICY EVERY YEAR. FORM 990, PART VI, SECTION B, LINE 15 NO OFFICER OR DIRECTOR OF THE BOARD RECEIVES COMPENSATION EXCEPT FOR THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE REVIEWS SALARY DATA COMPILED BY THE "COUNCIL ON FOUNDATIONS" IN SETTING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL THE PRESIDENT/CEO'S SALARY AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE WEBSITE OF THE COMMONWEALTH OF MASSACHUSETTS. FORM 990, PART X, LINE 13 DURING 2008, THE FOUNDATION LOANED $492,000 TO AN INTERMEDIARY FOR A PROGRAM-RELATED INVESTMENT. THE FUND IS TO BE USED FOR ACQUIRING AND DEVELOPING AFFORDABLE HOUSING FOR THE ADULT CHRONICALLY HOMELESS IN THE WORCESTER AREA. THE FUND IS ADMINISTERED BY AN INTERMEDIARY. THE BALANCE IN THIS FUND AT DECEMBER 31, 2023 AND 2022 TOTALED $133,050 AND $163,264, RESPECTIVELY. THE HEALTH FOUNDATION FUND INC 446 MAIN STREET 20TH FL WORCESTER MA 01608 043521743 TO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION. MA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE HEALTH FOUNDATION FUND INC N 130222 SHARED RENT THE HEALTH FOUNDATION FUND INC O STANDARD ACCOUNTING PROCEDURES