POINT32HEALTH FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
POINT32HEALTH FOUNDATION INC (EIN 26-1374263)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202223199349316547
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

FieldValueIRS element (for citing)
Return2022-11-15T13:20:47-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVD SUITE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261374263EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Tufts Health Plan Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% UMESH KURPADInCareOfNm
Business Name ControlTUFTBusinessNameControlTxt
Phone6179729400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WELLNESS WAYAddressLine1Txt
CityCANTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP020211166ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROLAND PRICEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6179729400PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROLANDPersonFirstNm
Person LastPRICEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGwen SpencerPreparerPersonNm
PTINP00641463PTIN
Phone6175305000PhoneNum
Preparation2022-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNORA MORENO CARGIEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WELLNESS WAYAddressLine1Txt
CityCANTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP020211166ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$43,971,025GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TUFTSHEALTHPLANFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE FOUNDATION'S MISSION IS TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,000,000PYContributionsGrantsAmt
CY Contributions Grants$10,500,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,508,383PYInvestmentIncomeAmt
CY Investment Income$9,185,263CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,508,383PYTotalRevenueAmt
CY Total Revenue$19,685,263CYTotalRevenueAmt
PY Grants And Similar Paid$6,480,708PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,144,795CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,005,043PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,104,311CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$475,300PYOtherExpensesAmt
CY Other Expenses$544,327CYOtherExpensesAmt
PY Total Expenses$7,961,051PYTotalExpensesAmt
CY Total Expenses$7,793,433CYTotalExpensesAmt
PY Revenues Less Expenses-$4,452,668PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,891,830CYRevenuesLessExpensesAmt
Total Assets BOY$111,689,754TotalAssetsBOYAmt
Total Assets EOY$128,427,090TotalAssetsEOYAmt
Total Liabilities BOY$502,981TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,580,444TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$111,186,773NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$126,846,646NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Schedule OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,611,443ExpenseAmt
Grant$1,327,510GrantAmt
DescCORPORATE CITIZENSHIP (MATCH PROGRAM/SPONSORSHIPS)(SEE SCHEDULE O)Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,467,698ExpenseAmt
Grant$1,209,093GrantAmt
DescSYSTEMS & BEST PRACTICES GRANTS (SEE SCHEDULE O)Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,438,833ExpenseAmt
Grant$1,185,314GrantAmt
DescPOLICY AND ADVOCACY GRANTS (SEE SCHEDULE O)Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,941,093TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$2,422,878TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$7,459,067TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryBDForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonUMESH KURPADPersonNm
Phone6179729400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WELLNESS WAYAddressLine1Txt
CityCANTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP020211166ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Thomas Croswell
CEO (END 7/5)2.547.5Yes (X)$0$4,802,173$382,060
Mary Mahoney
Clerk;SVP,CLO END1/4 ENDOFF1/10.050.0$0$2,277,009$466,582Yes (X)
Lydia Greene
SVP, Chief HR Officer (END 1/10.050.0$0$1,815,530$344,633Yes (X)
Umesh Kurpad
CFO2.547.5$0$1,763,169$178,125Yes (X)
Cain Hayes
CEO(START 7/5)&PRES(START 10/12.547.5Yes (X)$0$1,468,014$80,030
Tisa Hughes
Clerk/Secr; CLO (END 7/5)2.547.5$0$1,445,176$79,942Yes (X)
Kristin Lewis
Chief Gov't Affairs Officer2.547.5Yes (X)$0$804,143$175,002
Susan Kee
VP, Deputy Gen Counsel2.547.5$0$574,282$91,297Yes (X)
Roland Price
Treasurer2.547.5$0$524,716$115,448Yes (X)
Nora Moreno Cargie
Pres Fnd & VP Corp Citizenship25.025.0Yes (X)$0$496,282$115,425Yes (X)
Natalie MacLean Leino
Clerk/Secr (START 7/5)25.025.0$0$314,269$39,136Yes (X)
Phillip Gonzalez
Director, Community Investment50.00.0$0$167,271$29,922Yes (X)
Alrie Danielczyk
Director, Communications & Sta50.00.0$0$154,406$38,817Yes (X)
Bertram L Scott
Director, Co-Chair (START 7/5)1.05.0Yes (X)$2,000$75,375$0Yes (X)
Greg Shell
Director, Co-Chair (START 7/5)1.05.0Yes (X)$3,000$59,000$0Yes (X)
Thomas O'Neill III
Director, Chair (end 7/5)2.04.0Yes (X)$5,000$53,375$0Yes (X)
Charlotte Golar Richie
Director1.00.0Yes (X)$5,000$5,000$0
Benjamin Perkins
Director1.01.0Yes (X)$5,000$0$0
Jo Ann Simons
Director1.01.0Yes (X)$4,000$0$0
Mary Skelton Roberts
Director1.01.0Yes (X)$4,000$0$0
Vincent Mor
Director (END 7/5)1.00.0Yes (X)$3,000$0$0
George A Russell
Director (END 7/5)1.00.0Yes (X)$3,000$0$0
Sarah Slater
Director (END 7/5)1.00.0Yes (X)$3,000$0$0
Heidi Brooks
Director (START 7/5)1.01.0Yes (X)$2,000$0$0
Len Fishman
Director (START 7/5)1.01.0Yes (X)$2,000$0$0
Robert Lewis Jr
Director (START 7/5)1.01.0Yes (X)$2,000$0$0
Martin Cohen
Director (START 7/5)1.01.0Yes (X)$0$0$0
Nancy Garrabrants
Director (START 7/5)1.01.0Yes (X)$0$0$0
Yvonne Goldsberry
Director (END 7/5)1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$41,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$16,799,190TotReportableCompRltdOrgAmt
Total Other Compensation$2,136,419TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$10,500,000RelatedOrganizationsAmt
All Other Contributions$0AllOtherContributionsAmt
Total Contributions$10,500,000TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$429,485TotalRevenueColumnAmt
Exclusion$429,485ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$33,041,540SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$24,285,762SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,755,778SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,755,778TotalRevenueColumnAmt
Exclusion$8,755,778ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,685,263TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,185,263ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,144,795TotalAmt
Program Services$6,144,795ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$43,000TotalAmt
Program Services$43,000ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$811,455TotalAmt
Program Services$811,455ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$249,856TotalAmt
Program Services$249,856ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$47,955TotalAmt
Management And General$47,955ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$191,765TotalAmt
Management And General$191,765ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$100,899TotalAmt
Program Services$80,719ProgramServicesAmt
Management And General$20,180ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,105TotalAmt
Management And General$4,105ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$68,234TotalAmt
Program Services$68,234ProgramServicesAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$370TotalAmt
Management And General$370ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$20,143TotalAmt
Management And General$20,143ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$29,397TotalAmt
Management And General$29,397ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,199TotalAmt
Management And General$5,199ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
LICENSING FEES$53,161$42,529$10,632
ANNUAL STATEMENT$19,500$15,600$3,900
OTHER EXPENSES$3,599$2,879$720

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,793,433TotalAmt
Program Services$7,459,067ProgramServicesAmt
Management And General$334,366ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,578,306BOYAmt
EOY$8,435,798EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,738BOYAmt
EOY$19,739EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$600,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$110,105,710BOYAmt
EOY$119,371,553EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$111,689,754BOYAmt
EOY$128,427,090EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$484,185BOYAmt
EOY$1,492,308EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,796BOYAmt
EOY$88,136EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$502,981BOYAmt
EOY$1,580,444EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$111,186,773BOYAmt
EOY$126,846,646EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,186,773BOYAmt
EOY$126,846,646EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$111,689,754BOYAmt
EOY$128,427,090EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$11,891,830ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,768,043NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN042674079EIN
Organization Type5OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (true)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (true)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (true)SuprtExclusivelySec170c2BInd
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (true)SupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Schedule A, Part IV, Line 3BTUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. FURNISHED A COPY OF ITS DETERMINATION LETTER AND COMPLETED A PRO FORMA SCHEDULE A, PART III CALCULATION.
Form 990, Schedule A, Part IV, Line 3CTUFTS HEALTH PLAN FOUNDATION INVESTS IN COMMUNITIES THROUGH GRANT MAKING ON BEHALF OF TAHMO AND ADVANCES THE JOINT MISSION "TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE" BY MAKING GRANTS TO NONPROFIT ORGANIZATIONS. THE FOUNDATION'S PROCESS IS COMPREHENSIVE AND THOROUGH. DEPENDING ON TYPE OF GRANT, THE REVIEWS EITHER BEGIN WITH A LETTER OF INTENT AND/OR A FULL PROPOSAL. THESE SERVE AS THE BASIS OF A MUTUAL PERFORMANCE AGREEMENT AND FOR MONITORING GRANT ACTIVITY AND HOW FUNDS ARE USED. AN INDEPENDENT THIRD PARTY VERIFIES 501(C)(3) STATUS AND EVALUATES EACH ORGANIZATION'S FINANCES. GRANTS $50,000 OR LESS WERE APPROVED BY STAFF. GRANTS MORE THAN $50,000 WERE RECOMMENDED BY STAFF AND VOTED ON BY THE BOARD OF DIRECTORS. IN OCTOBER THE FOUNDATION BOARD OF DIRECTORS INCREASED STAFF AUTHORITY TO GRANTS LESS THAN $100,000. GRANTS OF $100,000 OR MORE ARE RECOMMENDED BY STAFF AND VOTED ON BY THE BOARD OF DIRECTORS.ONCE AWARDED, GRANTEES ARE REQUIRED TO SUBMIT PERIODIC UPDATES OR REPORT(S).
Form 990, Schedule A, Part IV, Line 6NO MONETARY SUPPORT IS PROVIDED TO TAHMO. THE FOUNDATION INVESTS IN THE COMMUNITY THROUGH GRANT MAKING ON BEHALF OF TAHMO AND ADVANCES THE JOINT MISSION "TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE." THE FOUNDATION PROVIDES GRANTS TO OTHER SECTION 501(C)(3) ORGANIZATIONS IN THE COMMUNITY TO SUPPORT BOTH THE EXEMPT PURPOSE OF TAHMO AND FULFILL THE FOUNDATION'S EXEMPT PURPOSE. ADDITIONALLY, THE FOUNDATION ALSO SUPPORTS COMMUNITIES THROUGH THE COMPANY'S CORPORATE CITIZENSHIP PROGRAM. THIS INCLUDES VOLUNTEERING IN COMMUNITY THROUGH STRUCTURED ACTIVITIES; A MATCH PROGRAM THAT DOUBLES CONTRIBUTIONS MADE TO ELIGIBLE NONPROFITS BY EMPLOYEES, POINT32HEALTH AND FOUNDATION BOARD MEMBERS; AND ENTERPRISE-WIDE WORKPLACE GIVING OPPORTUNITIES.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$88,136Amt
FieldValueIRS element (for citing)
Total Liability$88,136TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$22,761,541TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,768,043NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,768,043RevenueNotReportedAmt
Revenue Subtotal$18,993,498RevenueSubtotalAmt
Investment Expenses Not Incld$191,765InvestmentExpensesNotIncldAmt
Other Revenues Not Included$500,000OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$691,765RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$19,685,263TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,101,668TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$7,101,668ExpensesSubtotalAmt
Investment Expenses Not Incld2$191,765InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$500,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$691,765ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,793,433TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X - Line 2ASC 740 (FKA FIN 48) FOOTNOTE Point32Health, Inc.(P32H), Tufts Associated Health Maintenance Organization, Inc., Tufts Public Health Plans, Inc., and Harvard Pilgrim Health Care of New England, Inc., are exempt from federal income taxes under Section 501(c)(4) of the Internal Revenue Code ("IRC"). Harvard Pilgrim Health Care, Inc., Harvard Pilgrim Health Care Foundation, Inc., and Tufts Health Plan Foundation, Inc. are recognized as tax-exempt organizations under IRC Section 501(c)(3). The Harvard Pilgrim Health Care Institute, LLC is a disregarded entity for federal income tax purposes, and therefore, follows the tax-exempt status of Harvard Pilgrim Health Care, Inc. as its sole corporate member. Accordingly, no provision for federal income taxes has been made in the accompanying combined financial statements. The Company believes that the positions taken on its income tax returns for open tax years will be sustained upon examination by the Internal Revenue Service ("IRS"). Therefore, P32H has not recorded any liability for uncertain tax positions under ASC 740, Income Taxes. As of December 31, 2021, there are no unrecognized tax benefits, and the Company does not anticipate any significant changes in the amount of unrecognized tax benefits during the next twelve months.
Part XI, Line 4BCONTRIBUTION FROM HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. $500,000
Part XII, LINE 4BADDITIONAL COVID VACCINE GRANTS $500,000

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedInvestmentsTypeOfActivitiesConductedTxt
Specific Services ProvidednoneSpecificServicesProvidedTxt
Region Total Expenditures$7,273,646RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$7,273,646SubtotalSpentAmt
Total Spent$7,273,646TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (171 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
826 BOSTON INC
3035 Washington StRoxburyMA02119208065915501(c)(3)$7,800Matching Gifts
AccesSportAmerica
119 High StreetActonMA01720043265194501(c)(3)$5,150Matching Gifts
African Community Education Program
484 MAIN ST STE 355WORCESTERMA01608141970474501(c)(3)$20,000COVID Vaccine Fund
Agency on Aging of South Central CT Inc
117 Washington AveNorth HavenCT06473060915531501(c)(3)$70,000Aging Answers
AgeSpan - formerly Elder Services of the Merrimack
280 Merrimack StLawrenceMA01843042545136501(c)(3)$200,000Build Healthy Aging Programs Across NE
Aldersbridge Communities Formally United Methodist
40 IRVING AVENUEEAST PROVIDENCERI02914050500898501(c)(3)$10,000COVID-19 Response
Allston Brighton Community Development Corporation
18R SHEPARD STBRIGHTONMA02135042716278501(c)(3)$25,000Age-Friendly Ambassadors
Alzheimer's Disease & Related Disorders Associatio
309 Waverley Oaks RdWalthamMA02452133039601501(c)(3)$168,2732021 Walk to End Alzheimer's
American Red Cross of MA
101 Station LandingMedfordMA02155530196605501(c)(3)$6,250Matching Gifts Disaster Relief
AMERICAS CHARITIES
Park Meadow DrCHANTILLYVA20151541517707501(c)(3)$12,373Matching Gifts Employee Needs Fund
Autism Sprinter
PO Box 978RANDOLPHMA02368472230168501(c)(3)$20,000COVID Vaccine Fund
Belmont Day School Inc
55 Day School LaneBelmontMA02478042108347501(c)(3)$10,000Matching Gifts
BERKSHIRE IMMIGRANT CENTER INC
67 EAST STPITTSFIELDMA01201862361326501(c)(3)$10,000Momentum Fund COVID Response
Boston Foundation Inc
75 Arlington StreetBOSTONMA02116042104021501(c)(3)$212,048COVID Vaccine Fund Disaster Relief
Caholic Charities NH dba The CareGivers
100 Will LOEB DRMANCHESTERNH03109020222163501(c)(3)$10,000Momentum Fund COVID Response
Cambodian Mutual Assistance Assoc of Greater Lowel
465 School StreetLowellMA01851222553560501(c)(3)$26,180COVID Vaccine Fund Disaster Relief Fund
Casa Otonal Inc
148 SYLVAN AVENEW HAVENCT06519510201170501(c)(3)$10,000Momentum Fund COVID Response
Casa Inc
PO BOX 150WESTBROOKME04098010369904501(c)(3)$10,000Momentum Fund COVID Response
Catholic Charities Inc Archdiocese of Hartford
839-841 ASYLUM AVEHARTFORDCT06105060667607501(c)(3)$10,000Momentum Fund COVID Response
Center for Medicare Advocacy Inc
PO Box 350WillimanticCT06226061172509501(c)(3)$65,000CT Nursing Home Resident?s Rights
Center for Southeast Asians
270 ELMWOOD AVEPROVIDENCERI02907222914654501(c)(3)$14,280COVID Vaccine Fund Disaster Relief
Central ME Area Agency on Aging
1 WESTON CT STE 109AUGUSTAME04330010318051501(c)(3)$10,000Momentum Fund COVID Response
CHC CREATING HEALTHIER COMMUNITIES
1199 N FAIRFAX STALEXANDRIAVA22314850258784501(c)(3)$34,054Matching Gifts
Cheshire Medical Center
580 COURT STKEENENH03431020354549501(c)(3)$64,750Age-Friendly Strategies NH
Children's Friend and Service
153 SUMMER STPROVIDENCERI02903050258819501(c)(3)$15,000COVID Vaccine Fund
Citizens' Housing and Planning Association
One Beacon StreetBOSTONMA02108046138418501(c)(3)$12,500Housing Equity Racial Justice
Clinica EsperanzaHope Clinic
60 Valley StreetOlneyvilleRI02909261714340501(c)(3)$10,000Momentum Fund COVID Response
Coastline Elderly Services Inc
863 Belleville AveNew BedfordMA02745042622121501(c)(3)$10,000Momentum Fund COVID Response
Community Catalyst Inc
One Federal St 5th FloorBostonMA02110043355127501(c)(3)$70,000Future of LTSS
COMMUNITY DINING ROOM INC
30 HARRISON AVEBRANFORDCT06405223037133501(c)(3)$10,000Momentum Fund COVID-19 Response
Community Servings Inc
179 Amory StreetJAMAICA PLAINMA02130223154028501(c)(3)$6,730Matching Gifts
Comprehensive Community Action Inc
311 DORIC AVENUECRANSTONRI02910056018801501(c)(3)$20,000COVID Vaccine Fund
Conexion Inc
75 State St 9th FloorBostonMA02109208056726501(c)(3)$12,5002021 Hispanic Heritage Month
Cooperative Alliance for Seacoast Transportation
42 SUMNER DRDOVERNH03820020362579501(c)(3)$9,462Alliance for Comm Transportation
Cradles to Crayons Inc
281 Newtonville AvenueNewtonMA02460043584367501(c)(3)$7,308Matching Gifts
Cristo Rey Boston High School Inc
100 SAVIN HILL AVEDORCHESTERMA02125562438544501(c)(3)$32,000Student Internship Program
Cross Street Training & Academic Center (CSTAC)
440 WEST STMIDDLETOWNCT06457203073111501(c)(3)$20,000COVID Vaccine Fund
CT Association of Area Agencies on Aging Inc
19 OHIO AVENUENORWICHCT06360060916608501(c)(3)$10,000Momentum Fund COVID Response
CT Community Care Inc
43 ENTERPRISE DRIVEBRISTOLCT06010061024632501(c)(3)$50,000CT Age Well Collaborative
Dana-Farber Cancer Institute
Brookline Place WestBrooklineMA02445042263040501(c)(3)$7,062Volunteer Service Employee Match
End Hunger CT
65 HUNGERFORD STHARTFORDCT06106061545835501(c)(3)$45,000Improving SNAP for Older Adults
Family Centers Inc
Washington BlvdStamfordCT06901060646656501(c)(3)$15,000COVID Vaccine Fund
Friends of 2Life Communities Inc
30 Wallingford RdBrightonMA02135042607197501(c)(3)$59,000Bridging Digital Divide Older Adults
FriendshipWorks Inc
105 CHAUNCY STBOSTONMA02111043140541501(c)(3)$12,500Momentum Fund COVID-19 Response
GBAPP inc
1470 BARNUM AVEBRIDGEPORTCT06610061132473501(c)(3)$20,000COVID Vaccine Fund
Gibson Center for Senior Services
PO BOX 655N CONWAYNH03860020351152501(c)(3)$10,000Momentum Fund COVID Response
Good Shepherd Food Bank
3121 Hotel RoadAuburnME04211222986809501(c)(3)$12,250Momentum Fund COVID Response
Grands FLourish Inc
BOX 117HopeRI02831834534117501(c)(3)$10,000Momentum Fund COVID Response
Granite State Organizing Project
383 BEECH STMANCHESTERNH03103470873896501(c)(3)$10,000COVID Vaccine Fund
Granite United Way
22 CONCORD STMANCHESTERNH03101026006033501(c)(3)$10,400COVID Vaccine Fund
Grantmakers In Aging Inc
901 North Glebe RdARLINGTONVA22203134014982501(c)(3)$60,000Fund the Future Matching Gifts
Greater Boston Latino Network
1530 TREMONT STROXBURYMA02120042678255501(c)(3)$25,000COVID Vaccine Fund
Greater Lawrence Community Action Council Inc
305 ESSEX STREETLAWRENCEMA01840042397449501(c)(3)$25,000COVID Vaccine Fund
Greater Lynn Senior Services Inc
8 SILSBEE STLYNNMA01901042581129501(c)(3)$50,000Project Phoenix Nutrition Hub
Greater Seacoast Community Health
311 ROUTE 108SOMERSWORTHNH03878020304203501(c)(3)$60,000Creating Age Friendly Communities
GreenRoots
227 MARGINAL ST FL1CHELSEAMA02150812718273501(c)(3)$70,000Improving Equitable Transit Systems
Groundwork Lawrence Inc
50 Island StreetLawrenceMA01840043546770501(c)(3)$85,000Realizacion de un Lawrence Resiliente
Growing Places Garden Project Inc
325 LINDELL AVELEOMINSTERMA01453100004885501(c)(3)$46,181Winchendon Community Food Project
Hall Neighborhood House
52 PIPKINS WAYBRIDGEPORTCT06608060676851501(c)(3)$10,000Momentum Fund COVID Response
Hartford Food System Inc
190 Wethersfield AveHartfordCT06114060991880501(c)(3)$55,000Intergenerational Voices for CT
Health Equity Solutions
53 Oak StreetHARTFORDCT06106465011055501(c)(3)$50,000COVID Vaccine Fund
Healthy Acadia
140 STATE STELLSWORTHME04605270548057501(c)(3)$10,000Momentum Fund COVID Response
Healthy Waltham Inc
510 MOODY STWALTHAMMA02453461174988501(c)(3)$50,488Waltham Connections for Healthy Aging
Higher Ground International
250 PRAIRIE AVEPROVIDENCERI02905113842652501(c)(3)$10,000Momentum Fund COVID Response
Hispanic Coalition of Greater Waterbury Inc
135 E LIBERTY STWATERBURYCT06706061349937501(c)(3)$10,000Momentum Fund COVID-19 Response
HopeHealth
1085 N MAIN STPROVIDENCERI02904510192422501(c)(3)$6,000Matching Gifts
Housing Navigator MA Inc
One Beacon StreetBOSTONMA02108046138418501(c)(3)$40,000Housing Navigator MA
HRA of New Britain Inc
180 CLINTON STNEW BRITAINCT06053060954802501(c)(3)$20,000COVID Vaccine Fund
In Her Presence
179 MECHANIC STWESTBROOKME04092475518548501(c)(3)$10,000Momentum Fund COVID Response
Interlakes Community Caregivers Inc
60 Whittier HwyMoultonboroughNH03254200625613501(c)(3)$10,000Momentum Fund COVID Response
JDRF - Greater CT Western MA Chapter
20 Batterson Park RdFarmingtonCT06032231907729501(c)(3)$20,000Employee Match
Jewish Family & Children's Service
1430 MAIN STWALTHAMMA02451042104356501(c)(3)$38,135Engaging Cultural Linguistic Comm
La Colaborativa
318 BroadwayChelseaMA02150222906521501(c)(3)$25,200COVID Vaccine Fund Matching Gifts
Lamprey Health Care
207 S Main StNewmarketNH03857237305106501(c)(3)$40,000COVID Vaccine Fund
Leukemia & Lymphoma Society
70 Walnut StreetWellesleyNY10573135644916501(c)(3)$5,287Matching Gifts
Little Brothers - Friends of the Elderly
2 Park Plaza Suite 314BostonMA02116042681294501(c)(3)$40,000Digital Dividends Older Adults
LivableStreets Transport Alliance of Boston Inc
70 PACIFIC STCAMBRIDGEMA02139300331222501(c)(3)$40,000Transit Equity and Access: Older Adults
LiveWell Alliance Inc
1261 S MAIN STPLANTSVILLECT06479223068632501(c)(3)$10,000Momentum Fund COVID Response
Local Initiatives Support Corporation
146 Clifford StProvidenceRI02903133030229501(c)(3)$20,000COVID Vaccine Fund
Lowell Community Health Center
161 Jackson StreetLowellMA01852042881348501(c)(3)$10,000Momentum Fund COVID Response
MAB Community Services Inc
200 Ivy StreetBrooklineMA02446042109859501(c)(3)$45,500Access for Seniors with Disabilities
Maine Access Immigrant Network (MAIN)
237 Oxford StreetPortlandME04101300239409501(c)(3)$10,000Momentum Fund COVID Response
MAINE COUNCIL ON AGING
PO Box 988BRUNSWICKME04011461549012501(c)(3)$10,750Momentum Fund COVID Response
Maine Immigrants' Rights Coalition
1 MARGINAL WAY FLOOR 2PORTLANDME04101823097991501(c)(3)$40,000COVID Vaccine Fund
Maine Initiatives
56 North StreetPortlandME04101010484310501(c)(3)$40,000COVID Vaccine Fund
Manchester Community Health Center dba Amoskeag He
145 Hollis StreetManchesterNH03101020458174501(c)(3)$40,000COVID Vaccine Fund
Martin Luther King Community Center Inc
20 DR MARCUS WHEATLAND BLVDNEWPORTRI02840050271882501(c)(3)$10,000COVID Vaccine Fund
Massachusetts Alliance of Portuguese Speakers
1046 CAMBRIDGE STCAMBRIDGEMA02139042596270501(c)(3)$10,000Momentum Fund COVID Response
Massachusetts Association for Mental Health Inc
50 Federal St 6th FloorBostonMA02110042104711501(c)(3)$76,000Building an Effective Statewide Network
Mass Assoc of Councils on Aging and Senior Center
116 Pleasant StreetEasthamptonMA01027042793624501(c)(3)$75,000Expanding Dementia Friendly MA
Massachusetts Immigrant and Refugee Advocacy Coali
105 CHAUNCY ST STE 901BOSTONMA02111223115048501(c)(3)$61,700COVID Vaccine Fund
Massachusetts Law Reform Institute
40 COURT ST SUITE 800BOSTONMA02108046004303501(c)(3)$65,000Older Adult Nutrition Access
Mass League of Community Health Centers
40 Court StreetBOSTONMA02108042507409501(c)(3)$50,000COVID Vaccine Fund
Massachusetts Public Health Association
50 Federal StreetBostonMA02110042326503501(c)(3)$121,814Organizing/Advocacy Equitable Recovery
Massachusetts Senior Action Council
108 Myrtle StreetQuincyMA02171042760902501(c)(3)$80,000Senior Power Up for Health/Econ Security
Mattapan Food and Fitness Coalition
1613 Blue Hill AveMattapanMA02126042261109501(c)(3)$10,000Momentum Fund COVID Response
MEDECINS SANS FRONTIERS USA INC
40 RECTOR ST 16TH FLNEW YORKNY10006133433452501(c)(3)$6,430Matching Gifts Disaster Relief
Monadnock Family Services Inc
64 MAIN ST 2ND FLOORKEENENH03431026012230501(c)(3)$10,000Momentum Fund COVID-19 Response
Mount Auburn Hospital
330 MOUNT AUBURN STCAMBRIDGEMA02138042103606501(c)(3)$16,667Matching Gifts
Needham Community Council
570 Hillside AveNeedhamMA02494042121365501(c)(3)$7,000Matching Gifts
New Britain ROOTS Inc
PO BOX 853NEW BRITAINCT06050464350118501(c)(3)$10,000Momentum Fund COVID Response
New Futures
100 North Main StCONCORDNH03301020525391501(c)(3)$75,000Rebalancing Long Term Care in NH
New Hampshire Legal Assistance
117 N STATE STCONCORDNH03301020300897501(c)(3)$65,000NH Alliance for Healthy Aging
New North Citizens Council
2455 MAIN STSPRINGFIELDMA01107237371934501(c)(3)$20,000COVID Vaccine Fund
North Country Health Consortium
262 COTTAGE ST STE 230LITTLETONNH03561020503184501(c)(3)$10,000Momentum Fund COVID-19 Response
NORTHEAST ARC INC
1 SOUTHSIDE RDDANVERSMA01923042232416501(c)(3)$13,154Matching Gifts
Old Colony Young Mens Christian Association
320 MAIN STREETBROCKTONMA02301042125014501(c)(3)$61,000Healthy for Life Volunteering Match
Olneyville Housing Corporation
66 CHAFFEE STPROVIDENCERI02909223010422501(c)(3)$71,000Central Providence Healthy Aging Housing Network
OneHolyoke Community Development Corporation
70 LYMAN STHOLYOKEMA01040237168031501(c)(3)$20,000COVID Vaccine Fund
Organization for Refugee & Immigrant Success
434 Lake AveManchesterNH03103760826598501(c)(3)$10,000Momentum Fund COVID Response
Overcomers Refugee Services ''The corporation
90 Airport Road Room 25ConcordNH03301463028243501(c)(3)$10,000Momentum Fund COVID Response
PAN MASSACHUSETTS CHALLENGE TRUST
77 4TH AVENEEDHAMMA02494042746912501(c)(3)$5,308Matching Gifts
Partners for a Healthier Community Inc
PO Box 4895SpringfieldMA01101043342182501(c)(3)$110,000Building an Age Friendly Ecosystem
Partnership for Strong Communities Inc
227 LAWRENCE STHARTFORDCT06106200882009501(c)(3)$10,000Momentum Fund COVID Response
Pioneer Valley Regional Ventures Center
60 CONGRESS STREETSPRINGFIELDMA01104043560951501(c)(3)$65,000Age Friendly Pioneer Valley Initiative
PKD FOUNDATION
1001 E 101st TerraceKansas CityMO64131431266906501(c)(3)$200,000Matching Gifts
Presente Maine
PO BOX 573MILBRIDGEME04658010836208501(c)(3)$25,000COVID Vaccine Fund
President and Fellows of Harvard College
1033 MA Ave 2nd FloorCambridgeMA02138042103580501(c)(3)$59,025Food is Medicine MA Coalition Aging
Progreso Latino Inc
626 BROAD STCENTRAL FALLSRI02863050380608501(c)(3)$90,103Seniors in Action
Project Access of New haven
63 York StreetNew HavenCT06511264379967501(c)(3)$20,000COVID Vaccine Fund
Quincy Asian Resources Inc
1509 Hancock StreetQuincyMA02169010556446501(c)(3)$11,780Momentum Fund COVID Response
Refugee Development Center
747 Broad StProvidenceRI02907473515841501(c)(3)$12,000Momentum Fund COVID Response
Regional Data Coop for Greater New Haven Inc
129 CHURCH ST STE 605NEW HAVENCT06510061567201501(c)(3)$37,000Healthy aging in CT
Regis College
235 Wellesley StreetWestonMA02493042104451501(c)(3)$55,000Let It Shine Gala Matching Gifts
Revitalize Community Development Corporation
1145 MAIN ST STE 107SPRINGFIELDMA01103043172737501(c)(3)$10,000Momentum Fund COVID Response
RI College Foundation
MT PLEASANT AVEPROVIDENCERI02908056049721501(c)(3)$110,000Age-Friendly RI: 2020, 2021
Rockingham Nutrition and Meals on Wheels Program
106 NORTH RDBRENTWOODNH03833020342196501(c)(3)$49,000Building Age Friendly Communities
Roger Williams University
1 Empire PlazaProvidenceRI02903050277222501(c)(3)$60,000Housing Instability Older Residents: RI
Rosie's Place Inc
889 Harrison AvenueBostonMA02118042582187501(c)(3)$5,350Matching Gifts
Saint Francis Hospital and Medical Center
114 WOODLAND StHARTFORDCT06105060646813501(c)(3)$30,000COVID Vaccine Fund
Saint Francis House Inc
39 Boylston StreetBostonMA02116222519129501(c)(3)$5,370All The Way Home Gala; Matching Gifts
San Juan Center Inc
1283-A MAIN STHARTFORDCT06103060890788501(c)(3)$10,000Momentum Fund COVID-19 Response
SeniorCare Inc
49 Blackburn CenterGloucesterMA01930042512171501(c)(3)$65,000Age and Dementia Friendly Cape Ann
SeniorsPlus
8 FALCON RDLEWISTONME04240010317103501(c)(3)$10,000Momentum Fund COVID Response
Somali Bantu Community Association of ME
145 PIERCE ST 101LEWISTONME04240270641210501(c)(3)$20,000COVID Vaccine Fund
SOUTH SHORE RUGBY FOOTBALL CLUB INC
225 Holly Ridge DriveHansonMA02341462877026501(c)(3)$10,000Matching Gifts
Southeast Asian Coalition of Central MA
484 MAIN STREETWORCESTERMA01608043393955501(c)(3)$10,510Momentum Fund COVID-19 Response
Southwest Boston Senior Services Inc
555 AMORY STREETJAMAICA PLAINMA02130237304163501(c)(3)$41,250AgeWell Equality Matching Gifts
Spanish American Center Inc
112 SPRUCE STLEOMINSTERMA01453042761759501(c)(3)$10,000Momentum Fund COVID Response
Spark the Dream
PO Box 3701ManchesterNH03101800886210501(c)(3)$10,000Momentum Fund COVID Response
St Joseph Community Services Inc dba Meals on W
PO BOX 910MERRIMACKNH03054020335003501(c)(3)$10,000Momentum Fund COVID Response
The Greater Boston Food Bank Inc
70 SOUTH BAY AVEBOSTONMA02118042717782501(c)(3)$20,669Matching Gifts
The MA General Hospital
125 Nashua StBostonMA02114041564655501(c)(3)$24,950Matching Gifts
The Mental Health Center of Greater Manchester Inc
401 Cypress StManchesterNH03103020258994501(c)(3)$55,000Senior Experience Community Resources
The Resilient Sisterhood Project (RSP)
263 Huntington AveBostonMA02115043499852501(c)(3)$20,000COVID Vaccine Fund
The RI Minority Elder Task Force Inc
5 LEAHY STRUMFORDRI02916061682601501(c)(3)$10,200Momentum Fund COVID Response
The Senior Agenda Coalition of RI
70 BATH STPROVIDENCERI02908743261256501(c)(3)$60,000Senior Voices for Aging in Community
The Trust for Public Land
101 Montgomery StSan FranciscoCA94104237222333501(c)(3)$56,000Elevating the voices of older adults
Thundermist Health Center
171 SERVICE AVEWARWICKRI02886050355097501(c)(3)$20,000COVID Vaccine Fund
Town of Canton MA Council on Aging
660 WASHINGTON STCANTONMA02021861119862501(c)(3)$30,000Van for the Council on Aging
Tri-County Mental Health Services
1155 Lisbon StreetLewistonME04241010316813501(c)(3)$10,000Momentum Fund COVID-19 Response
Trustees of Boston College
140 Comm AveChestnut HillMA02467042103545501(c)(3)$6,667Matching Gifts
United Way MA Bay and Merrimack Valley
9 Channel Center StBostonMA02210042382233501(c)(3)$100,295Volunteer Service Employee Match
United Way of RI
50 Valley StProvidenceRI02909050276059501(c)(3)$35,000COVID Vaccine Fund
UNITED WAY WORLDWIDE
701 NORTH FAIRFAX STALEXANDRIAVA22314131635294501(c)(3)$5,072Mataching Gifts Disaster Relief
University of MA Foundation
One Beacon StreetBOSTONMA02108046013152501(c)(3)$160,000Age-Friendly Lowell
University of RI Foundation & Alumni Engagement
79 Upper College RoadKingstonRI02881056014351501(c)(3)$60,000Increasing food security in RI
University System of NH
5 Chenell Dr Ste 301ConcordNH03301026000937501(c)(3)$50,000Alliance for Healthy Aging
URU The Right to Be Inc
PO Box 26925West HavenCT06516562520642501(c)(3)$50,000COVID Vaccine Fund
Wabanaki Public Health and Wellness
PO Box 1356BANGORME04402043337456501(c)(3)$30,000COVID Vaccine Fund
WalkBoston
405 Waltham StreetLexingtonMA02421223061699501(c)(3)$58,000Walkability Age Dementia-Friendly
Way Finders Inc
1780 Main StreetSPRINGFIELDMA01103042518368501(c)(3)$65,000Flexing Civic Muscle Two
We Share Hope
310 BOURNE AVERUMFORDRI02916271933460501(c)(3)$10,000Momentum Fund COVID Response
West Elmwood Housing Development Corp
224 DEXTER STPROVIDENCERI02907237138165501(c)(3)$20,000COVID Vaccine Fund
WESTBAY COMMUNITY ACTION INC
224 BUTTONWOODS AVEWARWICKRI02886050311985501(c)(3)$10,000Momentum Fund COVID Response
WHOLESOME WAVE INC
855 MAIN ST STE 910BRIDGEPORTCT06604260352899501(c)(3)$39,136Matching Gifts
Willing Hands Enterprises
PO Box 172LebanonNH03766202204811501(c)(3)$10,000Momentum Fund COVID Response
Worcester County Food Bank Inc
474 Boston TurnpikeShrewsburyMA01545043071457501(c)(3)$5,964Matching Gifts
Worcester Interfaith
111 Park AvenueWORCESTERMA01609043158699501(c)(3)$25,000COVID Vaccine Fund
Young Women's Christian Assoc of Boston
140 CLARENDON STBOSTONMA02116042103548501(c)(3)$11,800Academy of Women Achievers
YWCA NH
72 CONCORD STMANCHESTERNH03101020222254501(c)(3)$10,000COVID Vaccine Fund
FieldValueIRS element (for citing)
Total501c3 Org171Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, Part I, Line 2FormAndLineReferenceDesc
ExplanationTUFTS HEALTH PLAN FOUNDATION INVESTS IN COMMUNITIES THROUGH GRANT MAKING ON BEHALF OF TAHMO AND ADVANCES THE JOINT MISSION "TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE" BY MAKING GRANTS TO NONPROFIT ORGANIZATIONS. THE FOUNDATION'S PROCESS IS COMPREHENSIVE AND THOROUGH. DEPENDING ON TYPE OF GRANT, THE REVIEWS EITHER BEGIN WITH A LETTER OF INTENT AND/OR A FULL PROPOSAL. THESE SERVE AS THE BASIS OF A MUTUAL PERFORMANCE AGREEMENT AND FOR MONITORING GRANT ACTIVITY AND HOW FUNDS ARE USED. AN INDEPENDENT THIRD PARTY VERIFIES 501(C)(3) STATUS AND EVALUATES EACH ORGANIZATION'S FINANCES. GRANTS $50,000 OR LESS WERE APPROVED BY STAFF. GRANTS MORE THAN $50,000 WERE RECOMMENDED BY STAFF AND VOTED ON BY THE BOARD OF DIRECTORS. IN OCTOBER THE FOUNDATION BOARD OF DIRECTORS INCREASED STAFF AUTHORITY TO GRANTS LESS THAN $100,000. GRANTS OF $100,000 OR MORE ARE RECOMMENDED BY STAFF AND VOTED ON BY THE BOARD OF DIRECTORS. ONCE AWARDED, GRANTEES ARE REQUIRED TO SUBMIT PERIODIC UPDATES OR REPORT(S).ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Thomas Croswell
CEO (END 7/5)$0$894,231$0$3,200,183$0$707,759$0$378,113$0$3,947$0$5,184,233$0$327,449
Mary Mahoney
Clerk;SVP,CLO END1/4 ENDOFF1/1$0$10,167$0$650,984$0$1,615,858$0$466,575$0$7$0$2,743,591$0$117,752
Lydia Greene
SVP, Chief HR Officer (END 1/1$0$8,243$0$530,699$0$1,276,588$0$344,471$0$162$0$2,160,163$0$62,054
Umesh Kurpad
CFO$0$621,802$0$1,029,787$0$111,580$0$165,203$0$12,922$0$1,941,294$0$114,425
Cain Hayes
CEO(START 7/5)&PRES(START 10/1$0$559,852$0$908,162$0$0$0$69,000$0$11,030$0$1,548,044$0$0
Tisa Hughes
Clerk/Secr; CLO (END 7/5)$0$540,443$0$635,888$0$268,845$0$55,650$0$24,292$0$1,525,118$0$0
Kristin Lewis
Chief Gov't Affairs Officer$0$340,486$0$421,971$0$41,686$0$155,851$0$19,151$0$979,145$0$50,273
Susan Kee
VP, Deputy Gen Counsel$0$299,622$0$151,486$0$123,174$0$90,039$0$1,258$0$665,579$0$42,654
Roland Price
Treasurer$0$319,415$0$155,080$0$50,221$0$93,227$0$22,221$0$640,164$0$42,251
Nora Moreno Cargie
Pres Fnd & VP Corp Citizenship$0$308,498$0$160,958$0$26,826$0$102,687$0$12,738$0$611,707$0$35,524
Natalie MacLean Leino
Clerk/Secr (START 7/5)$0$213,734$0$57,322$0$43,213$0$38,686$0$450$0$353,405$0$0
Phillip Gonzalez
Director, Community Investment$0$156,487$0$10,784$0$0$0$28,555$0$1,367$0$197,193$0$0
Alrie Danielczyk
Director, Communications & Sta$0$143,549$0$10,168$0$689$0$38,521$0$296$0$193,223$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE J, PART I, LINE 4ATHE FOLLOWING SENIOR LEADERS, WHO DEPARTED THE COMPANY FOLLOWING THE CLOSE OF THE TRANSACTION, RECEIVED SEVERANCE OR CHANGE IN CONTROL PAYMENTS RELATING TO THE COMBINATION OF HARVARD PILGRIM HEALTH CARE AND TUFTS HEALTH PLAN. THESE PAYMENTS WERE DESIGNED TO RETAIN LEADERS WITH SIGNIFICANT EXPERTISE IN KEY AREAS AND TO ENSURE CONTINUITY OF OPERATIONS FOR BOTH ORGANIZATIONS THROUGH A LENGTHY AND UNCERTAIN REGULATORY REVIEW PROCESS THAT SPANNED OVER A FIFTEEN MONTH PERIOD, AS WELL AS A GLOBAL PANDEMIC: - MARY MAHONEY - $1,497,959 - LYDIA GREENE - $1,214,513
SCHEDULE J, PART I, LINE 4BTHE ORGANIZATION'S LEADERS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SPONSORED BY THEIR EMPLOYER, POINT32HEALTH SERVICES, INC., A RELATED PARTY. THE EMPLOYEES AND AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMN C REFLECT BOTH THE EMPLOYEE DEFERRALS OF EARNINGS AS WELL AS EMPLOYER CONTRIBUTIONS TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1ORGANIZATION'S MISSION TO PROVIDE COMMUNITY BENEFITS ABOVE AND BEYOND ITS REGULAR LINES OF BUSINESS, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO) ESTABLISHED THE TUFTS HEALTH PLAN FOUNDATION, A 501(C)(3) CHARITABLE AND SUPPORTING ORGANIZATION OF TAHMO. THE FOUNDATION LEVERAGES THE PLAN'S GREATEST ASSET-ITS PEOPLE-IN A MORE DELIBERATE WAY ON BEHALF OF COMMUNITY. ITS MISSION IS ALIGNED WITH THAT OF TAHMO AND TAHMO'S PARENT, POINT32HEALTH, INC.: TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE. THE FOUNDATION ACHIEVES THIS MISSION PRIMARILY THROUGH COMMUNITY INVESTMENTS, COMMUNITY ENGAGEMENT AT KEY STAKEHOLDER "TABLESCONVENING ACTIVITIES FOCUSED ON HEALTHY LIVING WITH AN EMPHASIS ON OLDER PEOPLE, PARTICULARLY THOSE IN UNDER-RESOURCED COMMUNITIES. TUFTS HEALTH PLAN FOUNDATION COLLABORATES WITH OLDER PEOPLE, CIVIC LEADERS AND NONPROFIT ORGANIZATIONS TO SUPPORT COMMUNITIES WORKING TO BE GREAT PLACES TO GROW UP AND GROW OLD. THE FOUNDATION EMPHASIZES COLLABORATION ACROSS SECTORS, FOCUSING ON INITIATIVES THAT ARE INCLUSIVE AND HONOR THE WORK ALREADY BEING DONE IN COMMUNITY. THE FOUNDATION IS AN ADVOCATE TO ADVANCE POLICIES AND BEST PRACTICES SHAPED BY OLDER PEOPLE AND THOSE MOST AFFECTED BY THE ISSUES; A CATALYST ACCELERATING CHANGES THAT IMPROVE ACCESS AND SERVICES; AND A CONVENER CREATING OPPORTUNITIES AND SPACE FOR ORGANIZATIONS/LEADERS TO WORK TOGETHER. WHEN CONTEMPLATING AGE-FRIENDLY COMMUNITY FUNDING, THE FOUNDATION CONSIDERS ACCESS TO COMMUNITY AND HEALTH CARE, HOUSING, TRANSPORTATION, SOCIAL PARTICIPATION, OUTDOOR SPACES AND BUILDINGS, RESPECT AND SOCIAL INCLUSION, CIVIC PARTICIPATION AND EMPLOYMENT, COMMUNICATIONS AND INFORMATION. THIS APPROACH RECOGNIZES THE WIDE RANGE OF RESOURCES OLDER PEOPLE PROVIDE, AS WELL AS THEIR CAPACITY TO ADDRESS ISSUES THAT AFFECT THEM, ANTICIPATES AND RESPONDS FLEXIBLY TO AGING-RELATED NEEDS AND PREFERENCES, RESPECTS OLDER PEOPLE'S DECISIONS AND LIFESTYLE CHOICES, PROTECTS THOSE MOST AT RISK, AND PROMOTES OLDER PEOPLE'S INCLUSION IN AND CONTRIBUTION TO ALL AREAS OF COMMUNITY LIFE. TO ADVANCE COMMUNITY WORK, THE FOUNDATION STRATEGICALLY ENCOURAGES MORE COLLABORATION FOR BROADER IMPACT AND SUPPORTS ORGANIZATIONS INTO SHARING BEST PRACTICES THAT LEAD TO IMPROVED COMMUNITY OUTCOMES. IN 2021, THE FOUNDATION MADE 147 GRANTS TOTALING MORE THAN $4.9 MILLION TO NONPROFIT ORGANIZATIONS WORKING TO IMPROVE HEALTHY LIVING WITH A FOCUS ON OLDER PEOPLE, ADVANCE RACIAL JUSTICE AND SUPPORT NONPROFIT ORGANIZATIONS HELPING COMMUNITIES DURING THE COVID-19 PANDEMIC. Point32Health was formerly known as Health Plan Holdings, Inc., which was the parent entity of the Tufts Health Plan family of companies. Effective January 1, 2021, P32H and Harvard Pilgrim Health Care, Inc. (HPHC), combined their respective nonprofit organizations and the net assets of HPHC were contributed to P32H. HPHC is a not-for-profit Massachusetts corporation providing comprehensive health benefits insurance, access to health care, and other related services in Massachusetts, Maine, and Connecticut to group, individual, and Medicare members through contracts with physicians, established primary care and multispecialty physician groups, hospitals, and other health care providers. As a result of the combination, P32H became the direct corporate parent of HPHC, and ultimate corporate parent for Harvard Pilgrim's affiliates.
FORM 990, PART III, LINE 4ACORPORATE CITIZENSHIP (WORKPLACE GIVING/SPONSORSHIPS) IN 2021, TUFTS HEALTH PLAN, AS A POINT32HEALTH COMPANY, PARTICIPATES IN THE POINT32HEALTH CORPORATE CITIZENSHIP PROGRAM. THIS PROGRAM INCLUDED FOUNDATION INVESTMENTS IN COMMUNITY THROUGH GRANTS AND SPONSORSHIPS, A MATCH PROGRAM THAT SUPPORTS INDIVIDUAL VOLUNTEERING AND/OR FINANCIAL CONTRIBUTIONS TO QUALIFIED NON-PROFIT ORGANIZATIONS UP TO $500 ANNUALLY FOR EACH EMPLOYEE AND UP TO $5,000 ANNUALLY FOR MEMBERS OF POINT32HEALTHAND FOUNDATION BOARDS OF DIRECTORS. DONATIONS MADE ON #GIVINGTUESDAY ARE MATCHED TWO-FOR-ONE. ADDITIONALLY, THE FOUNDATION MATCHES UP TO $5,000 ANNUALLY FOR EMPLOYEES AT THE DIRECTOR-LEVEL AND ABOVE WHO SERVE ON BOARDS. A MATCH INCENTIVE FOR TEAM-BASED VOLUNTEERING ENCOURAGES SERVICE TO COMMUNITY. THE FOUNDATION ALSO OFFERS SPECIAL MATCH PROGRAMS INCLUDING A MATCH FOR DONATIONS TO SUPPORT DISASTER RESPONSE AND RELIEF EFFORTS AND FUNDRAISING PROGRAMS SUCH AS THE WALK TO END ALZHEIMER'S. THE CORPORATE CITIZENSHIP PROGRAM SUPPORTS A COMPANY-WIDE VOLUNTEER WEEK, VOLUNTEER SERVICE OPPORTUNITIES THROUGHOUT THE YEAR, AND DRIVES ADDRESSING KEY SOCIAL AND ECONOMIC FACTORS AFFECTING HEALTH (THE SOCIAL DETERMINANTS OF HEALTH): FOOD, HOUSING AND ECONOMIC SECURITY, AND EDUCATION.
FORM 990, PART III, LINE 4BSYSTEMS & BEST PRACTICES GRANTS SUPPORT BEST PRACTICES AND SYSTEMS CHANGES TO ELIMINATE BARRIERS ADVERSELY AFFECTING OLDER PEOPLE. PROGRAMS CAN EXPAND, SCALE OR REPLICATE "BEST IN CLASS" COLLABORATIONS AND IDEAS THAT ADDRESS THE NEEDS OF OLDER PEOPLE IN COMMUNITY. COMMUNITY ENGAGEMENT AND INPUT SHOULD BE PRIORITIZED.
FORM 990, PART III, LINE 4CPOLICY & ADVOCACY GRANTS THE FOUNDATION SUPPORTS POLICY AND/OR SYSTEMS-LEVEL CHANGE LEADING TO AGE-FRIENDLY COMMUNITIES. THESE ACTIVITIES ARE PURPOSEFUL AND INTENTIONAL IN EDUCATING AND INFORMING DECISION-MAKERS; AND INCLUDE OLDER PEOPLE AS ESSENTIAL STAKEHOLDERS IN POLICY AND SYSTEMS CHANGE.
FORM 990, PART III, LINE 4DFORM 990, PART III, LINE 4(d) COLLABORATION AND COMMUNITY ENGAGEMENT (LEADERSHIP FUND); COVID-19 VACCINE EDUCATION GRANTS; MOMENTUM FUND; RACIAL JUSTICE GRANTS; CAPACITY GRANTS COLLABORATION AND COMMUNITY ENGAGEMENT (LEADERSHIP FUND): DESIGNED TO SUPPORT MULTIPLE COMMUNITY STAKEHOLDERS AND SECTORS TOWARD COMMON GOAL, SUPPORT FOR THIS WORK CONSIDERS CURRENT OR NEW ACTIVITIES THAT DIRECTLY OR INDIRECTLY LEAD TO AGE-FRIENDLY COMMUNITIES AND ADDRESS BARRIERS IN THE MOST VULNERABLE COMMUNITIES. COVID-19 VACCINE EDUCTION GRANTS $1 MILLION TO 42 ORGANIZATIONS ACROSS THE REGION TO EXPAND COVID-19 VACCINE EDUCATION, AWARENESS AND OUTREACH IN COMMUNITIES OF COLOR. MOMENTUM FUND: IN 2021 THE MOMENTUM FUND PROVIDED $10,000 GENERAL OPERATING SUPPORT GRANTS TO SUPPORT COMMUNITY RESILIENCE AND PROMOTE AN EQUITABLE RECOVERY. THE ORGANIZATIONS RECEIVING FUNDS SERVE PEOPLE DISPROPORTIONATELY AFFECTED BY THE PANDEMIC AFTER YEARS OF SYSTEM INEQUITIES, ESPECIALLY THOSE ORGANIZATIONS FOCUSED ON OLDER PEOPLE. RACIAL JUSTICE GRANTS MULTI-YEAR SUPPORT EQUALLY DIVIDED AMONG FUNDS AT THE BOSTON FOUNDATION: LATINO EQUITY FUND, NEW COMMONWEALTH RACIAL EQUITY AND SOCIAL JUSTICE FUND, AND ASIAN COMMUNITY FUND. CAPACITY GRANTS THE FOUNDATION SUPPORTS THE IMPROVEMENT OF SECTORS THAT ADDRESS THE NEEDS OF OLDER ADULTS. A MULTI-YEAR COMMITMENT TO GRANTMAKERS IN AGING'S FUND FOR THE FUTURE SPANS 2020 - 2022.
FORM 990, PART VI, LINE 2BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVED ON THE BOARDS OR WERE AN OFFICER OR KEY EMPLOYEE OF ONE OR MORE FOR PROFIT ORGANIZATIONS AFFILIATED WITH THE THP FOUNDATION FROM 1/1/2021 to 12/31/2021: CAIN HAYES, DIRECTOR AND CEO (START 7/5/21); PRESIDENT (START 10/1/21) THOMAS CROSWELL, DIRECTOR & CEO (END 7/5/21) TISA HUGHES, DIRECTOR ROLAND PRICE, TREASURER
FORM 990, PART VI, LINE 3DESCRIPTION OF MANAGEMENT ARRANGEMENT THE FOUNDATION IS A SUPPORTING ORGANIZATION OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). TAHMO AND ITS SUBSIDIARY, POINT32HEALTH SERVICES, INC. (P32HS), PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO THE FOUNDATION.
FORM 990, PART VI, LINE 4THE BYLAWS WERE AMENDED AND RESTATED TO REFLECT UPDATED GOVERNANCE PROCESSES.
Form 990, PART VI, LINE 6A and 7AMEMBERS TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, ELECTS THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY.
Form 990, PART VI, LINE 7BDESCRIPTION OF CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS TAHMO, AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE FOUNDATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS.
Form 990, PART VI, LINE 11BPROCESS USED TO REVIEW THE FORM 990 THE ORGANIZATION'S FORM 990 WAS PREPARED AND REVIEWED BY THE POINT32HEALTH SERVICE'S INC.'S FINANCE DEPARTMENT WITH ASSISTANCE FROM OUR EXTERNAL ACCOUNTANTS, PWC. CERTAIN SECTIONS ARE REVIEWED FOR INPUT BY SUBJECT MATTER PERSONNEL IN OTHER DEPARTMENTS THROUGHOUT THE ORGANIZATION. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING.
Form 990, PART VI, LINE 12CMONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE POINT32HEALTH INC'S CONFLICT OF INTEREST (COI) POLICY AND PROCEDURES (P&P) APPLIES TO THE FILING COMPANY AS A SUBSIDIARY ORGANIZATION. THE POINT32HEALTH, INC.'S COI P&P IS REVIEWED ANNUALLY, REVISED AS NEEDED AND APPROVED UPON MATERIAL REVISIONS. THE POLICY REQUIRES ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO AND GOVERNING BODY MEMBERS TO COMPLY WITH THE COI POLICY AND PROCESSES. ALL EMPLOYEES RECEIVE ANNUAL COMPLIANCE TRAINING WHICH INCLUDE EXPECTATIONS RELATED TO FOLLOWING THE COI P&P. THE COI P&P REQUIRES THE OFFICERS, KEY EMPLOYEES AND BOARD OF DIRECTORS OF THE TAX-EXEMPT ENTITIES TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF LEGAL OFFICER (CLO) OR DESIGNEE IN THE LEGAL DEPARTMENT, LISTING ANY OUTSIDE RELATIONSHIPS, INCLUDING FINANCIAL AND/OR BOARD RELATIONSHIPS THAT THEY OR A FAMILY MEMBER HAVE WITH POINT32HEALTH, INC.'S (OR ITS SUBSIDIARIES) SUPPLIERS, PURCHASERS, PROVIDERS AND/OR COMPETITORS. ADDITIONALLY, POINT32HEALTH, INC. REQUIRES EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT (AS DEFINED IN THE COI POLICY) TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF COMPLIANCE OFFICER OR DIRECTOR, CORPORATE COMPLIANCE. BY COMPLETING THE ANNUAL DISCLOSURE STATEMENT, THESE INDIVIDUALS ACKNOWLEDGE THE POINT32HEALTH COI P&P ALL EMPLOYEES ARE REQUIRED TO REPORT THE OFFER BY AN OUTSIDE ENTITY OF GIFTS OVER $250, HONORARIA OR COVERAGE OF BUSINESS EXPENSES, OR OTHER EVENTS OR RELATIONSHIPS THAT MAY BE PERCEIVED AS CONFLICTS TO THE CHIEF COMPLIANCE OFFICER, DIRECTOR, CORPORATE COMPLIANCE OR DESIGNEE AND THE EMPLOYEE'S MANAGEMENT. BOTH MUST APPROVE BEFORE ACCEPTANCE IS ALLOWED. THERE ARE PROTOCOLS AND PROCESSES TO REVIEW ANY DISCLOSURE THAT MIGHT BE A POTENTIAL CONFLICT OF INTEREST. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES' RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE CLO, WHO WILL REVIEW THE SELF-DISCLOSURE WITH THE CHAIR OF THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF POINT32HEALTH, INC. AND DETERMINE EXPECTATIONS AND RECOMMENDED ACTIONS IF NEEDED. A SUMMARY REPORT OF ALL DISCLOSED ACTUAL OR POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS A DISCLOSED ACTUAL OR POTENTIAL CONFLICT IS REVIEWED AND APPROVED BY THE GOVERNANCE COMMITTEE AND THE COMMITTEE'S REVIEW/FINDINGS ARE REPORTED TO THE FULL BOARD. THE CLO COMMUNICATES THE RECOMMEND ACTIONS TO INDIVIDUAL SURVEY RECIPIENTS. THE CHIEF COMPLIANCE OFFICER IS CONSULTED AND INFORMED OF THE DECISIONS MADE BY THE CLO OR LEGAL DESIGNEE. EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT'S RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE DIRECTOR, CORPORATE COMPLIANCE AND CHIEF COMPLIANCE OFFICER, WHO WILL REPORT TO THE CLO ANY POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS THE POTENTIAL CONFLICT, IF NECESSARY. RECOMMENDED ACTIONS/EXPECTATIONS ARE COMMUNICATED BY THE DIRECTOR, CORPORATE COMPLIANCE/CHIEF COMPLIANCE OFFICER TO IMPACTED INDIVIDUALS. FOR CONFLICT DISCLOSURES INVOLVING THE CHIEF COMPLIANCE OFFICER, THE CLO WILL MAKE THE FINAL DETERMINATION. ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER COMPLETION OF THE DISCLOSURE SURVEY WILL FOLLOW THE SAME REVIEW PROCESS. ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER COMPLETION OF THE DISCLOSURE SURVEY WILL FOLLOW THE SAME REVIEW PROCESS.
Form 990, PART VI, LINE 13THE FOUNDATION HAS A WRITTEN WHISTLEBLOWER POLICY THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC., THE FOUNDATION'S SOLE MEMBER.
Form 990, PART VII, LINE 14THE FOUNDATION HAS A WRITTEN DOCUMENT RETENTION POLICY THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC., THE FOUNDATION'S SOLE MEMBER.
FORM 990, PART VII, LINE 15A AND 15BTHE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE EMPLOYEES OF RELATED ORGANIZATIONS PROVIDE SERVICES TO THE FOUNDATION. THE PRESIDENT, CLERK, AND TREASURER ARE COMPENSATED SOLEY FOR THEIR CAPACITY AS EXECUTIVES OF TAHMO AND POINT32HEALTH SERVICES, INC. A PORTION OF THEIR COMPENSATION IS REMUNERATION FOR DUTIES RELATED TO THE TUFTS HEALTH PLAN FOUNDATION.
Form 990, PART VII, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND ANNUAL FINANCIAL REPORT AND QUARTERLY FINANCIAL UPDATES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE ALSO FILED WITH THE MASSACHUSETTS SECRETARY OF STATE, WHERE THEY ARE AVAILABLE TO THE PUBLIC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
HPHC FOUNDATION INC
1 WELLNESS WAYCANTONMA02021042708004COMMUNITY SVCMA501(C)(3)12A-IHPHCINCYes (true)
HPHC OF NEW ENGLAND INC
1 WELLNESS WAYCANTONMA02021042663394HEALTH INSURAMA501(C)(4)N/AHPHCINCYes (true)
TUFTS HEALTH PUBLIC PLANS INC
1 WELLNESS WAYCANTONMA02021800721489HMOMA501(C)(4)N/AP32HYes (true)
POINT32HEALTH INC
1 WELLNESS WAYCANTONMA02021814089215HEALTHCAREMA501(C)(4)N/ANAfalse
CARE PARTNERS OF CONNECTICUT INC
1 WELLNESS WAYCANTONMA02021822604728HMOCT501(C)(4)N/ATAHMOYes (true)
TUFTS ASSOC HEALTH MAINTEN PLAN INC
1 WELLNESS WAYCANTONMA02021042674079HMOMA501(C)(4)N/AP32HYes (true)
HPHC INC
1 WELLNESS WAYCANTONMA02021042452600HEALTH INSURAMA501(C)(3)10P32Hfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxt
CAREPARTNERS OF CT HOLDINGS LLC
1 WELLNESS WAYCANTONMA02021823129930HOLDING COMPANYCTTAHMON/A
KAISER PERMANENTE VENTURES LLC
1 KAISER PLOAKLANDCA94612HEALTHCARECANAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
HPHC INSURANCE COMPANY INC
1 WELLNESS WAYCANTONMA020211166043149694HEALTH INSURANCEMANEWCOC CORP1.00000Yes (true)
PLAN MARKETING INSURANCE AGENCY INC
1500 W PARK DRIVE STE 330WESTBOROUGHMA01581042734281BROKERAGEMAHEALTH PLANSC CORP1.00000Yes (true)
HPHC INSURANCE AGENCY INC
1 WELLNESS WAYCANTONMA020211166043016201BROKERAGEMANEWCOC CORP1.00000Yes (true)
HEALTH PLANS INC
1500 W PARK DRIVE STE 330WESTBOROUGHMA01581042734278TPAMANEWCOC CORP1.00000Yes (true)
CARE MANAGEMENT SERVICES INC
1500 W PARK DRIVE STE 330WESTBOROUGHMA01581043438779CARE MANAGEMENTMAHEALTH PLANSC CORP1.00000Yes (true)
NEW HPHC HOLDING CORPORATION
1 WELLNESS WAYCANTONMA020211166815340662HOLDING COMPANYDEHPHC INCC corp1.00000Yes (true)
POINT32HEALTH SERVICES INC
1 WELLNESS WAYCANTONMA02021042985923MANAGEMENT SVCSDETAHMOC CORP1.00000Yes (true)
TUFTS INSURANCE COMPANY
1 WELLNESS WAYCANTONMA02021043319729INSURANCEMATAHPC CORP1.00000Yes (true)
TUFTS BENEFIT ADMINISTRATORS INC
1 WELLNESS WAYCANTONMA02021043270923TPAMATAHPC CORP1.00000Yes (true)
TOTAL HEALTH PLAN INC
1 WELLNESS WAYCANTONMA02021042918943TPAMATAHPC CORP1.00000Yes (true)
TAHP BROKERAGE CORPORATION
1 WELLNESS WAYCANTONMA02021043072692BROKERAGEMATAHPC CORP1.00000Yes (true)
INTEGRA PARTNERS HOLDINGS INC
100 WALL ST STE 2502NEW YORKNY10005453032233MED EQUPT & SVCSNYTAHMOC CORP1.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1HARVARD PILGRIM HEALTHCARE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$500,000InvolvedAmt
Method Of Amount DeterminationACCRUALMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART V, LINE 1PFormAndLineReferenceDesc
ExplanationREIMBURSEMENT PAID TO OTHER ORGANIZATION THE FOUNDATION REIMBURSES TAHMO FOR ALL PAYMENTS DIRECTLY RELATED TO THE FOUNDATION.ExplanationTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.