2023-11-14T11:02:32-06:00 2022-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990 2022-01-01 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 2023-11-13 1 AMIE SHEI PHD 999009999 0 BARBARA E KING P00005629 5087557107 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMIE SHEI PHD 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 13764253 0 X HFCM.ORG X 1977 MA TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 14 14 8 0 0 0 0 500997 0 0 7870191 4314194 169562 159467 8039753 4974658 2561905 3479645 0 0 929872 1016941 0 0 0 1282678 771531 4774455 5268117 3265298 -293459 98619002 82115995 654380 2007386 97964622 80108609 TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 0 0 4447253 3479645 TO PROVIDE FUNDING TO NON-PROFIT ORGANIZATIONS FOR THE PURPOSE OF IMPROVING THE HEALTH OF THOSE WHO LIVE AND WORK IN CENTRAL MASSACHUSETTS. 4447253 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 3 0 1 8 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 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 229819 0 8893 JANICE B YOST EDD FORMER PRESIDENT/CEO 37.50 X 167212 0 5705 MICHELLE L EWING CONTROLLER 37.50 X 98556 0 31387 JENNIE BLAKE SENIOR PROGRAM OFFICER 37.50 X 120061 0 13422 KATHLEEN MILLS VP PROGRAMS 37.50 X 103847 0 12950 TIMOTHY M BIBAUD JD CHAIRMAN 2.00 X X 0 0 0 FRANCIS M SABA MHSA IMMEDIATE PAST 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 ALEX CORRALES C-PHM DIRECTOR 1.50 X 0 0 0 SEJAL M DAGA MD FAAFP 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 CAROLYN S LANGER MD 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 719495 0 72357 4 0 1 0 0 500997 500997 761360 761360 12342429 8789595 3552834 3552834 3552834 OTHER INCOME 900099 159467 159467 159467 4974658 3712301 0 761360 3479645 3479645 397032 304473 92559 444361 356409 87952 22876 17543 5333 94194 72235 21959 58478 44845 13633 11848 11848 24145 24145 551885 551885 130428 130428 16051 9631 6420 127564 76538 51026 27436 16462 10974 3294 1976 1318 9278 5567 3711 TAXES-OTHER -209825 -209825 GRANT RELATED EXPENSES 37295 37295 OUTSIDE SERVICES 30380 18228 12152 PUBLICATIONS AND SPECIA 9127 5476 3651 2625 930 1695 5268117 4447253 820864 0 110513 219561 330231 104296 7737 7976 270416 264142 9568 6274 44935365 31778365 52826195 48926766 189084 163264 210309 909493 98619002 82115995 120179 110522 323892 987371 210309 909493 654380 2007386 X 97964622 80108609 97964622 80108609 98619002 82115995 -293459 -17562554 0 X 0 1 X 1 0 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 74148249 -2080633 2496564 631946 255433 68683673 1.00000 0 0 270416 264142 6274 6274 INVESTMENT LIMITED PARTNERSHIPS 48926766 F 48926766 DEFERRED COMPENSATION PLAN 185215 OPERATING LEASE LIABILITY 724278 909493 -13328446 -17562555 -17562555 4234109 740548 740548 4974657 4527568 0 4527568 740548 740548 5268116 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 1794953 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 8202013 0 0 0 0 0 0 9996966 0 9996966 1 0 0 1 1 0 PART III ACCOUNTING METHOD: 1 QUABOAG VALLEY COMMUNITY DEVELOPMENT CORPORATION 23 WEST MAIN STREET 1 WARE MA 01082 043370097 501(C)(3) 425000 0 BOOK QUABOAG CONNECTOR: SOLUTIONS FOR RURAL TRANSPORTATION MASSACHUSETTS ASSOCIATION FOR COMMUNITY ACTION (MASSCAP) 105 CHAUNCY STREET 3RD FLOOR BOSTON MA 02111 222777630 501(C)(3) 500141 0 BOOK READYING EDUCATORS AND DEVELOPING YOUNG CHILDREN FOR GREAT OUTCOMES (READYGO) MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN (MSPCC) 125 HARTWELL AVENUE LEXINGTON MA 02421 042103596 501(C)(3) 439676 0 BOOK ENCOMPASS: COMMUNITY AND COLLABORATION FOR FOSTER FAMILIES RCAP SOLUTIONS 191 MAY STREET WORCESTER MA 01602 042454675 501(C)(3) 850000 0 BOOK PRIVATE WELL PROGRAM TO PROTECT PUBLIC HEALTH LOVIN' SPOONFULS 1304 COMMONWEALTH AVENUE BOSTON MA 02134 271810597 501(C)(3) 75000 0 BOOK WORCESTER COUNTY FOOD RESCUE EXPANSION MILFORD YOUTH CENTERUNITED WAY OF TRI-COUNTY (FISCAL SPONSOR) 24 PEARL STREET MILFORD MA 01757 042104231 501(C)(3) 115250 0 BOOK FINAL PHASE HVAC RENOVATION OF MILFORD YOUTH CENTER BUILDING RESTORATION RECOVERY CENTER 40 FAIRMOUNT STREET FITCHBURG MA 01420 831950874 501(C)(3) 33562 0 BOOK FOCUS (FINANCIAL AND OPERATIONAL COMBINED UTILIZATION STRATEGIES) THRIVE SUPPORT & ADVOCACY 100 GROVE STREET SUITE 104 WORCESTER MA 01605 042532990 501(C)(3) 50998 0 BOOK THRIVE COMMUNITY CENTER AND PANTRY WESTERN MASSACHUSETTS TRAINING CONSORTIUM 187 HIGH STREET SUITE 202 HOLYOKE MA 01040 237450656 501(C)(3) 67627 0 BOOK GROWING STRONG: WARE REGIONAL RECOVERY CENTER GAAMHA INC 208 COLEMAN STREET GARDNER MA 01440 042437107 501(C)(3) 61000 0 BOOK RESIDENTIAL TREATMENT REPAIRS AND UPGRADES GUILD OF ST AGNES 19 HARVARD STREET WORCESTER MA 01609 042104267 501(C)(3) 118000 0 BOOK UNIVERSITY COLLABORATIVE CHILD CARE CENTER PLAYGROUND MAKING OPPORTUNITY COUNT (MOC) 49 NURSERY LANE SUITE 201 FITCHBURG MA 01420 042401111 501(C)(3) 120000 0 BOOK FAMILY HEALTH AT MOC YOU INC 328 MAIN STREET SOUTHBRIDGE MA 01550 237112665 501(C)(3) 56795 0 BOOK SOUTHBRIDGE BI-LINGUAL WELCOME CENTER WORLD FARMERS 769 MAIN STREET PO BOX 112 LANCASTER MA 01523 273138588 501(C)(3) 120000 0 BOOK WORLD FARMERS FOOD AGGREGATION HUB YOUTH VILLAGES 12 GILL STREET SUITE 5800 WOBURN MA 01801 581716970 501(C)(3) 67573 0 BOOK INTERCEPT FOR ED DIVERSION WORCESTER COUNTY PRESERVATION WORCESTER 10 CEDAR STREET WORCESTER MA 01609 237073959 501(C)(3) 26000 0 BOOK COMMUNITY PRESERVATION ACT FOR WORCESTER HEALTH LAW ADVOCATES ONE FEDERAL STREET BOSTON MA 02110 043298116 501(C)(3) 100000 0 BOOK SPECIAL INITIATIVE TO PROTECT MASSHEALTH COVERAGE POST-PUBLIC HEALTH EMERGENCY EFORALL OF GREATER WORCESTER CO ENTREPRENEURSHIP FOR ALL 175 CABOT STREET 310 LOWELL MA 01854 471858182 501(C)(3) 25000 0 BOOK FURTHER BUILDING CAPACITY TO SUPPORT UNDER-REPRESENTED ENTREPRENEURS IN CENTRAL MA RIVERSIDE COMMUNITY CARE 270 BRIDGE STREET SUITE 301 DEDHAM MA 02026 043097170 501(C)(3) 20000 0 BOOK RIVERSIDE COMMUNITY CARE (SABA) COMMUNITY HEALTH CENTER OF FRANKLIN COUNTY 102 MAIN STREET GREENFIELD MA 01301 043312968 501(C)(3) 88340 0 BOOK BUILDOUT OF ADMINISTRATIVE SPACE FOR PATIENT SERVICES HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 043071598 501(C)(3) 35000 0 BOOK TECHNICAL ASSISTANCE GRANT 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 222319 0 0 0 7500 0 0 0 8893 0 238712 0 0 0 JANICE B YOST EDD FORMER PRESIDENT/CEO 129636 0 35076 0 2500 0 0 0 5705 0 172917 0 0 0 PART I, LINE 1A THE FOUNDATION PAID FOR HEALTH CLUB MEMBERSHIP FOR THE FORMER PRESIDENT. PART I, LINE 4B THERE IS A DEFERRED COMPENSATION PLAN IN ACCORDANCE WITH IRC SECTION 457(B) FOR THE FORMER PRESIDENT. THE ORGANIZATION ACCRUED $10,078 TO THIS PLAN FOR THE CURRENT YEAR. THE CUMULATIVE BALANCE OF THE ACCRUED DEFERRED COMPENSATION AS OF YEAR-END IS $185,215. 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 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, 2022 AND 2021 TOTALED $163,264 AND $189,084, 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 127564 SHARED RENT THE HEALTH FOUNDATION FUND INC O STANDARD ACCOUNTING PROCEDURES