PHYSICIAN HEALTH SERVICES INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PHYSICIAN HEALTH SERVICES INC (EIN 22-3234975)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2023-04-11
- IRS object ID
- 202321019349300532
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-11T13:59:52-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223234975 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYSICIAN HEALTH SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHYS | BusinessNameControlTxt |
| Phone | 7814347404 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 WINTER STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024511411 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE ALBRITTAIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7818934610 | PhoneNum |
| Signature | 2023-04-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | ALBRITTAIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARA LITMAN-PIKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 WINTER STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024511411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,966,665 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | PHYSICIANHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE FORM 990, PART III LINE 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,795,349 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,778,579 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,187 | CYProgramServiceRevenueAmt |
| PY Investment Income | $164,845 | PYInvestmentIncomeAmt |
| CY Investment Income | $180,899 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,963,694 | PYTotalRevenueAmt |
| CY Total Revenue | $1,966,665 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,605,476 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,790,418 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $232,977 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $145,948 | PYOtherExpensesAmt |
| CY Other Expenses | $176,925 | CYOtherExpensesAmt |
| PY Total Expenses | $1,751,424 | PYTotalExpensesAmt |
| CY Total Expenses | $1,967,343 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $212,270 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$678 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,069,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,570,962 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $422,733 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $140,399 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,646,857 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,430,563 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE OUTREACH SUPPORT AND MONITORING SERVICES TO MASSACHUSETTS PHYSICIANS WHO HAVE, OR ARE AT THE RISK OF HAVING HEALTH CARE PROBLEMS, PRIMARILY RELATING TO SUBSTANCE ABUSE AND MENTAL HEALTH DISORDERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,498,053 | ExpenseAmt |
| Desc | PERSONALIZED ASSESSMENTS, CONSULTATIVE SUPPORT SERVICES AND MONITORING:PHYSICIANS AND MEDICAL STUDENTS HAVE BEEN HELPED THROUGH PERSONALIZED ASSESSMENTS, CONSULTATIVE SUPPORT SERVICES, AND BEHAVIORAL AND OCCUPATIONAL HEALTH MONITORING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,132 | ExpenseAmt |
| Desc | EDUCATIONAL SESSIONS, OUTREACH, AND WEBINARS:OVER 85 EDUCATIONAL AND OUTREACH EVENTS WERE ATTENED BY OVER 1,100 MEDICAL PROFESSIONALS. FREE RISK MANAGEMENT CME TO ADDRESS AND REDUCE PHYSICIAN STREET AND BURNOUT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,513,185 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 17 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | CHRISTINE ALBRITTAIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7818934610 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 WINTER STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024511411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| GLENN PRANSKY MD | ||||||||
| PRESIDENT, CHAIR | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN TOSI MD | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK AQUINO MD | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| RONALD E BURT MD | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH DEMARCO MD FACP | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| LOIS DEHLS CORNELL ESQ | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | 50.00 | ||
| JOHN S HOPKINS MD MSPH | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| AMANDA VON HORN MD | ||||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| MARK ALBANESE MD | ||||||||
| MEDICAL DIRECTOR | 32.00 | Yes (X) | $81,346 | $0 | $18,423 | |||
| BARA LITMAN-PIKE PSYD | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $180,200 | $0 | $48,995 | |||
| JOHN HOPKINS MD | ||||||||
| CLERK | 0.40 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINE ALBRITTAIN | ||||||||
| TREASURER | 0.40 | Yes (X) | $0 | $207,164 | $40,653 | 40.00 | ||
| WENDY COHEN MD | ||||||||
| FORMER PHYSICIAN EVALUATION DIREC | 25.00 | $148,882 | $0 | $39,837 | Yes (X) | |||
| MARY ANNA SULLIVAN MD | ||||||||
| FORMER INTERIM MEDICAL DIR. | 20.00 | $118,146 | $0 | $17 | Yes (X) | |||
| DEBRA A GROSSBAUM | ||||||||
| FORMER CLERK | 30.00 | $135,225 | $0 | $44,976 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $663,799 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $207,164 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $192,901 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $558,000 | RelatedOrganizationsAmt |
| All Other Contributions | $1,220,579 | AllOtherContributionsAmt |
| Total Contributions | $1,778,579 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,187 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,187 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,187 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,899 | TotalRevenueColumnAmt |
| Exclusion | $180,899 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,966,665 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,187 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $180,899 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,965 | TotalAmt |
| Program Services | $85,747 | ProgramServicesAmt |
| Management And General | $131,586 | ManagementAndGeneralAmt |
| Fundraising | $111,632 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945,839 | TotalAmt |
| Program Services | $834,904 | ProgramServicesAmt |
| Management And General | $42,738 | ManagementAndGeneralAmt |
| Fundraising | $68,197 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,649 | TotalAmt |
| Program Services | $81,203 | ProgramServicesAmt |
| Management And General | $4,795 | ManagementAndGeneralAmt |
| Fundraising | $7,651 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,255 | TotalAmt |
| Program Services | $289,810 | ProgramServicesAmt |
| Management And General | $15,967 | ManagementAndGeneralAmt |
| Fundraising | $25,478 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,710 | TotalAmt |
| Program Services | $80,083 | ProgramServicesAmt |
| Management And General | $4,094 | ManagementAndGeneralAmt |
| Fundraising | $6,533 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,685 | TotalAmt |
| Program Services | $15,271 | ProgramServicesAmt |
| Management And General | $2,079 | ManagementAndGeneralAmt |
| Fundraising | $2,335 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,001 | TotalAmt |
| Management And General | $10,001 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,247 | TotalAmt |
| Program Services | $53,247 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,449 | TotalAmt |
| Program Services | $65,516 | ProgramServicesAmt |
| Management And General | $8,914 | ManagementAndGeneralAmt |
| Fundraising | $10,019 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,543 | TotalAmt |
| Program Services | $7,404 | ProgramServicesAmt |
| Management And General | $1,007 | ManagementAndGeneralAmt |
| Fundraising | $1,132 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,967,343 | TotalAmt |
| Program Services | $1,513,185 | ProgramServicesAmt |
| Management And General | $221,181 | ManagementAndGeneralAmt |
| Fundraising | $232,977 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,148 | BOYAmt |
| EOY | $925,041 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,828 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,674 | BOYAmt |
| EOY | $3,508 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,783,940 | BOYAmt |
| EOY | $2,592,413 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,069,590 | BOYAmt |
| EOY | $3,570,962 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,478 | BOYAmt |
| EOY | $110,037 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,700 | BOYAmt |
| EOY | $19,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,555 | BOYAmt |
| EOY | $10,862 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,733 | BOYAmt |
| EOY | $140,399 | 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 | $3,646,857 | BOYAmt |
| EOY | $3,430,563 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,646,857 | BOYAmt |
| EOY | $3,430,563 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,069,590 | BOYAmt |
| EOY | $3,570,962 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$678 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$472,426 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $256,810 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MASSACHUSETTS MEDICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042050773 | EIN |
| Organization Type | 6 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (1) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (1) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | 0 | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 3B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION RECEIVED A COPY OF THE MASSACHUSETTS MEDICAL SOCIETY'S IRS DETERMINATION LETTER CONFIRMING EXEMPTION UNDER INTERNAL REVENUE CODE SECTION 501(C)(6). IN ADDITION, IT RECEIVED SUPPORT FROM THE MASSACHUSETTS MEDICAL SOCIETY IN THE FORM OF A PRO FORMA SCHEDULE A. PART III REFLECTING THE SATISFACTION OF THE SECTION 509(A)(2) SUPPORT TEST. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO MASSACHUSETTS MEDICAL SOCIETY | Desc |
| Amt | $10,862 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,862 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,548,020 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$472,426 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $53,781 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$418,645 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,966,665 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,966,665 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,021,124 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $53,781 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $53,781 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,967,343 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,967,343 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTINE ALBRITTAIN | ||||||||||||||
| TREASURER | $0 | $202,443 | $0 | $4,200 | $0 | $521 | $0 | $12,503 | $0 | $28,150 | $0 | $247,817 | $0 | $0 |
| BARA LITMAN-PIKE PSYD | ||||||||||||||
| EXECUTIVE DIRECTOR | $170,000 | $0 | $10,200 | $0 | $0 | $0 | $16,804 | $0 | $32,191 | $0 | $229,195 | $0 | $0 | $0 |
| WENDY COHEN MD | ||||||||||||||
| FORMER PHYSICIAN EVALUATION DIREC | $110,737 | $0 | $150 | $0 | $37,995 | $0 | $9,637 | $0 | $30,200 | $0 | $188,719 | $0 | $0 | $0 |
| DEBRA A GROSSBAUM | ||||||||||||||
| FORMER CLERK | $132,276 | $0 | $1,700 | $0 | $1,249 | $0 | $17,196 | $0 | $27,780 | $0 | $180,201 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | PHYSICIAN HEALTH SERVICES PROVIDED PAYMENTS FOR BONUSES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MASSACHUSETTS MEDICAL SOCIETY, A MASSACHUSETTS NOT-FOR-PROFIT CORPORATION, IS THE SOLE VOTING MEMBER OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE VOTING MEMBER, THE MASSACHUSETTS MEDICAL SOCIETY, SHALL ELECT EIGHT DIRECTORS OF THE BOARD. IN ADDITION, SUCCESSORS TO THE INITIAL DIRECTORS SHALL BE NOMINATED BY PHYSICIAN HEALTH SERVICES BOARD OF DIRECTORS AND SUBMITTED TO THE SOLE VOTING MEMBER, THE MASSACHUSETTS MEDICAL SOCIETY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COMPLETE COPY OF THE FORM 990 AND ALL RELATED SCHEDULES IS MAILED TO THE MEMBERS OF THE GOVERNING BODY PRIOR TO THE FILING DATE OF THE RETURN. AT THE BOARD MEETING, A PRESENTATION OF THE FORM 990 IS MADE BY THE TREASURER TO THE GOVERNING BODY HIGHLIGHTING MAJOR KEY AREAS AND ADDRESSING BOARD QUESTIONS AND COMMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | PHS HAS A PROCESS FOR MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY, AND REGULARLY REVIEW THE CONFLICT OF INTEREST FORMS AS THEY ARE COMPLETED SO THAT ANY STATED CONFLICTS CAN BE ADDRESSED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS INCLUDES INDEPENDENT COMPENSATION CONSULTATION, COMPARISON OF FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT COMPENSATION SURVEY, AND APPROVAL BY THE BOARD. GOALS AND OBJECTIVES ARE ALSO DEVELOPED BY THE BOARD AND EVALUATED, INCLUDING A FORMAL WRITTEN PERFORMANCE EVALUATION AND EXTERNAL COMPENSATION REVIEW. |
| FORM 990, PART VI, SECTION C, LINE 19 | PHYSICIAN HEALTH SERVICES, INC. DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. PHYSICIAN HEALTH SERVICES PROVIDES SUMMARIZED FINANCIAL SOURCES AND EXPENSES FOR THE FISCIAL YEAR IN ITS ANNUAL REPORT, WHICH IS AVILABLE ON ITS WEBSITE FUNDING PAGE. PHYSICIAN HEALTH SERVICES PROVIDES FINANCIAL DATA AND AS REQUESTED, GOVERNING DOCUMENTS TO THE PUBLIC IN ACCORDANCE WITH THE PUBLIC DISCLOSURE REQUIREMENT OF FORM 990. |
| LINE 1 A(D) | COMPENSATION REPORTED FOR BARA LITMAN-PIKE, PSYD AND MARK ALBANESE ARE RELATED TO THEIR POSITION WITH PHYSICIAN HEALTH SERVICES, INC. NEITHER OF THESE INDIVIDUALS RECEIVES COMPENSATION IN THEIR ROLE OF DIRECTOR. |
| LINE 1 A(E) | COMPENSATION REPORTED FOR LOIS CORNELL AND CHRISTINE ALBRITTAIN ARE RELATED TO THEIR POSITION WITH THE MASSACHUSETTS MEDICAL SOCIETY, THEY ARE NOT COMPENSATED FOR THEIR ROLES AT PHYSICIAN HEALTH SERVICES, INC. |
| FORM 990, PART XI, LINE 9: | GAIN ON FORGIVENESS OF NOTE PAYABLE 256,810. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE MASSACHUSETTS MEDICAL SOCIETY | ||||||||||
| 860 WINTER STREET | WALTHAM | MA | 02451 | 042050773 | PROMOTE MA MEDICINE | MA | 501(C)6 | 0 | ||
| MASSACHUSETTS MEDICAL SOCIETY CHARITABLE & EDUCATIONAL FUND | ||||||||||
| 860 WINTER STREET | WALTHAM | MA | 02451 | 046075905 | ISSUANCE OF MEDICAL STUDENT LOANS | MA | 501(C)3 | 0 | LINE 12B, II | THE MASSACHUSETTS MEDICAL SOCIETY |
| MASSACHUSETTS MEDICAL SOCIETY & ALLIANCE CHARITBALE FOUNDATION | ||||||||||
| 860 WINTER STREET | WALTHAM | MA | 02451 | 223199624 | GRANTMAKING | MA | 501(C)3 | 0 | LINE 12B, II | THE MASSACHUSETTS MEDICAL SOCIETY |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYSICIANS INSURANCE AGENCY OF MASSACHUSETTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 WINTER STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043135954 | EIN |
| Primary Activities | INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS MEDICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE MASSACHUSETTS MEDICAL SOCIETY | ||
| C | $533,000 | FAIR MARKET VALUE |
| THE MASSACHUSETTS MEDICAL SOCIETY | ||
| K | $54,600 | BELOW COST |
| THE MASSACHUSETTS MEDICAL SOCIETY | ||
| P | $631,405 | COST |
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