YANKEE ALLIANCE INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- YANKEE ALLIANCE INC (EIN 22-2561879)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-10
- IRS object ID
- 202310419349100801
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-10T10:14:29-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222561879 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YANK | BusinessNameControlTxt |
| Phone | 9784702000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1Txt |
| City | Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018101083 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Melanie Kawiecki | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9784702000 | PhoneNum |
| Signature | 2023-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Melanie | PersonFirstNm |
| Person Last | Kawiecki | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph R Byrne | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2023-02-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,560,139 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Net Gain Sale Ast Rev And Expnss | $196,577 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $252,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,577 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,312 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,906 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,406 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $203,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $200,483 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,406 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,676 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,338 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,338 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,888 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,785 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,186 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $621 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $621 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $13,915 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,729 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,406 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,253 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $221,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,406 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,253 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,074,837 | CashBOYAmt |
| Cash EOY | $1,739,811 | CashEOYAmt |
| Cash EOYFMV | $1,739,811 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $553,143 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl | $249,291 | AcctRcvblAmt |
| Acct Rcvbl BOY | $252,094 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $249,291 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $249,291 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $7,930 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,975 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,975 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $503,363 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $503,363 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,812,354 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,563,062 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,563,062 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,700,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,560,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,560,139 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $87,286 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $87,287 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $17,567 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $91,106 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $104,853 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $178,393 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,595,505 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,381,746 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,595,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,381,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,700,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,560,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,595,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,578,323 | SubtotalAmt |
| Other Decreases | $196,577 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,381,746 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Installment Sale Income from Sale of PTE Interest in Premier Healthcare | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-04-01 | AcquiredDt |
| Sold | 2020-08-11 | SoldDt |
| Gross Sales Price | $252,094 | GrossSalesPriceAmt |
| Cost Or Other Basis | $55,517 | CostOrOtherBasisAmt |
| Gain Or Loss | $196,577 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $196,577 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,577 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,422 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,422 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,422 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,735 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,735 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,313 | OverpaymentAmt |
| Applied To ES Tax | $11,313 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Melanie Kawiecki CFO | IndividualWithBooksNm |
| Phone | 9784702000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1Txt |
| City | Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Joseph White | ||||||||
| 138 River Road | Andover | MA | 01810 | Chairman | 0.30 | $0 | $0 | $0 |
| Stephen Grubbs | ||||||||
| 138 River Road | Andover | MA | 01810 | Treasurer & Vice Chair | 0.30 | $0 | $0 | $0 |
| Rayford Kruger | ||||||||
| 138 River Road | Andover | MA | 01810 | Director | 0.30 | $0 | $0 | $0 |
| Darlene Rodowicz | ||||||||
| 138 River Road | Andover | MA | 01810 | Director | 0.30 | $0 | $0 | $0 |
| Phil Oliveira | ||||||||
| 138 River Road | Andover | MA | 01810 | Past Director | 0.30 | $0 | $0 | $0 |
| Keith Hovan | ||||||||
| 138 River Road | Andover | MA | 01810 | Past Chairman | 0.30 | $0 | $0 | $0 |
| David Phelps | ||||||||
| 138 River Road | Andover | MA | 01810 | Past Director | 0.30 | $0 | $0 | $0 |
| Larry Kaufman | ||||||||
| 138 River Road | Andover | MA | 01810 | CEO/President | 0.80 | $0 | $0 | $0 |
| Amy Campbell | ||||||||
| 138 River Road | Andover | MA | 01810 | Chief Administrative Officer | 0.80 | $0 | $0 | $0 |
| Melanie Kawiecki | ||||||||
| 138 River Road | Andover | MA | 01810 | Chief Financial Officer | 0.80 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Research, develop and maintain joint venture, best practice applications and knowledge transfer initiatives. The current membership of over 50 acute care hospitals and thousands of alternate site facilities benefit from best-practice applications and knowledge transfer initiatives generated through the collaborative process Yankee has developed over the past two and one half decades. | Description1Txt |
| Expenses1 | $73,071 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $276,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,407,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,975 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,691,871 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,691,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,378 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,666,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,422 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,422 | TotalTaxAmt |
| Distributable Before Adj | $80,903 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,903 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,903 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,253 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $192,253 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,903 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $630,967 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $753,504 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $753,105 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $970,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $934,867 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,043,122 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,253 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,350 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,154,472 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $630,967 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,523,505 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $753,504 | ExcessFromYear4Amt |
| Excess From Year3 | $753,105 | ExcessFromYear3Amt |
| Excess From Year2 | $970,679 | ExcessFromYear2Amt |
| Excess From Year1 | $934,867 | ExcessFromYear1Amt |
| Excess From Current Year | $111,350 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Berkshire Health Systems | ||||||
| 725 North Street | Pittsfield | MA | 01201 | PC | Supplyview | $37,000 |
| Covenant Health | ||||||
| 100 Ames Pond Drive Suite 102 | Tewksbury | MA | 01876 | PC | Supplyview | $37,000 |
| Lowell General Hospital | ||||||
| 295 Varnum Ave | Lowell | MA | 01854 | PC | Supplyview | $37,000 |
| Southcoast Hospitals Group Inc | ||||||
| 101 Page Street | New Bedford | MA | 02740 | PC | Supplyview | $37,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $196,577 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Other Revenue | 01 | $3,406 |
| Interest on Tax Receivable | 14 | $3,906 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $203,889 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $203,889 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Expenses | CategoryTxt |
| Amt | $14,676 | Amt |
| Net Investment Income | $7,338 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,338 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| Part II, Line 14 | Section 1.263(a)-3(n) Election:Yankee Alliance, Inc. 138 River RoadAndover, MA 01810EIN: 22-2561879Yankee Alliance, Inc., is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). |
| Form 990-PF, Part VII: | Yankee Alliance, Inc. has no employees and does not pay compensation to its officers, directors or highly compensated employees. Certain individuals who are employees of Yankee Alliance, LLC, a related organization, perform services for Yankee Alliance, Inc., for which Yankee Alliance, Inc. reimburses Yankee Alliance, LLC at cost. |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CSV of Life Insurance | $1,133,458 | $1,133,458 | $1,133,458 |
| Due from Premier | $678,896 | $429,604 | $429,604 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax Difference on Gain on Conversion of Premier Healthcare Stock | Desc |
| Amt | $196,577 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expenses | Desc |
| Revenue And Expenses Per Books | $13,915 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,729 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Other Revenue | $3,406 | $3,406 | |
| Interest on Tax Receivable | $3,906 | $0 | $3,906 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due To Affiliates | Desc |
| BOY Book Value | $17,567 | BOYBookValueAmt |
| EOY Book Value | $91,106 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Services | CategoryTxt |
| Amt | $43,859 | Amt |
| Net Investment Income | $18,888 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,785 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,186 | DisbursementsCharitablePrpsAmt |
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