HARVARD PILGRIM HEALTH CARE FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARVARD PILGRIM HEALTH CARE FOUNDATION INC (EIN 04-2708004)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349316677
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:19:04-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042708004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD PILGRIM HEALTH CARE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KEVIN O'CONNOR | InCareOfNm |
| Business Name Control | HARV | BusinessNameControlTxt |
| Phone | 7812636000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WELLNESS WAY | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020211166 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROLAND PRICE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6175095697 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROLAND | PersonFirstNm |
| Person Last | PRICE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GWEN SPENCER | PreparerPersonNm |
| PTIN | P00641463 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NORA MORENO CARGIE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WELLNESS WAY | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020211166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,871,698 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HARVARDPILGRIM.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,730,066 | PYContributionsGrantsAmt |
| CY Contributions Grants | $774,159 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $247,097 | PYInvestmentIncomeAmt |
| CY Investment Income | $234,012 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,977,163 | PYTotalRevenueAmt |
| CY Total Revenue | $1,008,171 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,677,226 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,577,837 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,114,488 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $869,287 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,246,626 | PYOtherExpensesAmt |
| CY Other Expenses | $1,135,266 | CYOtherExpensesAmt |
| PY Total Expenses | $13,038,340 | PYTotalExpensesAmt |
| CY Total Expenses | $5,582,390 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,061,177 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,574,219 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,219,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,272,182 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $959,052 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $952,797 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,260,153 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,319,385 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,309,113 | ExpenseAmt |
| Grant | $3,577,837 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HARVARD PILGRIM HEALTH CARE FOUNDATION, INC., (THE FOUNDATION), OPERATES EXCLUSIVELY IN CONNECTION WITH HARVARD PILGRIM HEALTH CARE, INC. IN 2021, THE FOUNDATION SUPPORTED HEALTH AND WELLNESS INITIATIVES IN CONNECTION WITH A NUMBER OF COMMUNITY ORGANIZATIONS THROUGH ITS EMPLOYEE MINI-GRANT AND COMMUNITY SERVICE PROGRAMS, AND THROUGH ITS GRANTS TO NON-PROFIT FOOD PROGRAMS. | Desc |
| Total Program Service Expenses | $5,309,113 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | Yes (true) | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN O'CONNOR | PersonNm |
| Phone | 6175095697 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WELLNESS WAY | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020211166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Michael Carson | |||||||||
| President, Chair (END 7/5) | 2.5 | 47.5 | Yes (X) | Yes (X) | $0 | $4,662,676 | $73,735 | ||
| Cain Hayes | |||||||||
| CEO(START 7/5)&Pres(Start 10/1 | 2.5 | 47.5 | Yes (X) | $0 | $1,468,014 | $80,030 | |||
| Kristin Lewis | |||||||||
| Chief GA Officer(Start 7/5) | 2.5 | 47.5 | Yes (X) | $0 | $804,143 | $175,002 | |||
| Roland Price | |||||||||
| Treasurer (START 7/5) | 2.5 | 47.5 | Yes (X) | $0 | $524,716 | $115,448 | |||
| Nora Moreno Cargie | |||||||||
| Pres Fnd & VP (START 7/5) | 25.0 | 25.0 | Yes (X) | Yes (X) | $0 | $496,282 | $115,425 | ||
| Karen Voci | |||||||||
| President, HPHC Fnd (END 7/5) | 40.0 | 0.0 | Yes (X) | $0 | $395,515 | $59,973 | |||
| Elizabeth Creavin | |||||||||
| VP & CONTROLLER (END 7/5) | 5.0 | 45.0 | Yes (X) | $0 | $396,847 | $46,004 | |||
| Michelle Clayman | |||||||||
| CFO (END 7/5) | 5.0 | 45.0 | $0 | $320,696 | $56,174 | Yes (X) | |||
| Natalie MacLean Leino | |||||||||
| Clerk/Secretary (START 7/5) | 25.0 | 25.0 | Yes (X) | $0 | $314,269 | $39,136 | |||
| Suzanne Finn | |||||||||
| Clerk; Assoc GC (END 7/5) | 5.0 | 45.0 | Yes (X) | $0 | $183,626 | $56,042 | |||
| John Devlin | |||||||||
| Dir Grants & Initiat (END 10/1 | 50.0 | 0.0 | $0 | $186,342 | $51,693 | Yes (X) | |||
| Bertram L Scott | |||||||||
| Director, Co-Chair | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $77,375 | $0 | ||
| Greg Shell | |||||||||
| Director, Co-Chair (START 7/5) | 1.0 | 5.0 | Yes (X) | Yes (X) | $0 | $62,000 | $0 | ||
| Charlotte Golar Richie | |||||||||
| Director (START 7/5) | 1.0 | 1.0 | Yes (X) | $0 | $10,000 | $0 | |||
| Benjamin Perkins | |||||||||
| Director (START 7/5) | 1.0 | 1.0 | Yes (X) | $0 | $5,000 | $0 | |||
| Jo Ann Simons | |||||||||
| Director (START 7/5) | 1.0 | 1.0 | Yes (X) | $0 | $4,000 | $0 | |||
| Mary Skelton Roberts | |||||||||
| Director (START 7/5) | 1.0 | 1.0 | Yes (X) | $0 | $4,000 | $0 | |||
| Heidi Brooks | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $2,000 | $0 | |||
| Len Fishman | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $2,000 | $0 | |||
| Robert Lewis Jr | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $2,000 | $0 | |||
| Martin Cohen | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Desisto | |||||||||
| Director (END 7/5) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Garrabrants | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Chris Knopf | |||||||||
| Director (END 7/5) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Norton | |||||||||
| Director (END 7/5) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Cathleen Schmidt | |||||||||
| Director (END 7/5) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Tracie Sponenberg | |||||||||
| Director (END 7/5) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,921,501 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $868,662 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE SCHEDULE O | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $770,364 | RelatedOrganizationsAmt |
| All Other Contributions | $3,795 | AllOtherContributionsAmt |
| Total Contributions | $774,159 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,992 | TotalRevenueColumnAmt |
| Exclusion | $101,992 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,995,547 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,863,527 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $132,020 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,020 | TotalRevenueColumnAmt |
| Exclusion | $132,020 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,008,171 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $234,012 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,577,837 | TotalAmt |
| Program Services | $3,577,837 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,013 | TotalAmt |
| Program Services | $260,010 | ProgramServicesAmt |
| Management And General | $65,003 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,117 | TotalAmt |
| Program Services | $327,721 | ProgramServicesAmt |
| Management And General | $26,396 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,157 | TotalAmt |
| Program Services | $175,982 | ProgramServicesAmt |
| Management And General | $14,175 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,670 | TotalAmt |
| Program Services | $136,670 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,134 | TotalAmt |
| Program Services | $25,964 | ProgramServicesAmt |
| Management And General | $170 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,004 | TotalAmt |
| Program Services | $60,204 | ProgramServicesAmt |
| Management And General | $2,800 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,366 | TotalAmt |
| Program Services | $5,197 | ProgramServicesAmt |
| Management And General | $169 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,634 | TotalAmt |
| Program Services | $9,103 | ProgramServicesAmt |
| Management And General | $1,531 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MANAGEMENT SERVICE EXPENSE | $770,365 | $616,292 | $154,073 |
| VOLUNTEER EVENT EXPENSE | $78,291 | $78,291 | |
| BUSINESS EXPENSE | $36,297 | $29,038 | $7,259 |
| OTHER | $8,505 | $6,804 | $1,701 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,582,390 | TotalAmt |
| Program Services | $5,309,113 | ProgramServicesAmt |
| Management And General | $273,277 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,180 | BOYAmt |
| EOY | $2,272,129 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,854,830 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,195 | BOYAmt |
| EOY | $53 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,219,205 | BOYAmt |
| EOY | $2,272,182 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,186 | BOYAmt |
| EOY | $465,220 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,866 | BOYAmt |
| EOY | $487,577 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $959,052 | BOYAmt |
| EOY | $952,797 | 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 | $6,260,153 | BOYAmt |
| EOY | $1,319,385 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,260,153 | BOYAmt |
| EOY | $1,319,385 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,219,205 | BOYAmt |
| EOY | $2,272,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,574,219 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$366,549 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
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 | HARVARD PILGRIM HEALTH CARE INC (HPHC) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042452600 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $770,364 | SupportAmt |
| Other Support | $4 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $770,364 | SupportSumAmt |
| Other Support Sum | $4 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART IV, LINES 1 & 6 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION CARRIES OUT THE CHARITABLE PURPOSE OF HPHC, INC., ITS CONTROLLING SUPPORTED ORGANIZATION, BY MAKING GRANTS TO ORGANIZATIONS. (PLEASE SEE SCHEDULE I). THESE GRANTS PROVIDE FINANCIAL ASSISTANCE TO SUPPORT SOCIALLY BENEFICIAL COMMUNITY ACTIVITIES AND PROGRAMS THAT INCLUDE PREVENTION AND PROMOTE HEALTH AND WELLNESS. THE MISSION OF HPHC, INC., THE FOUNDATION'S SUPPORTED ORGANIZATION, IS TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE FOR THE COMMUNITIES IT SERVES. THE FOUNDATION'S GRANT PROGRAM HELPS TO ACCOMPLISH THIS. | 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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HPHC, INC. | Desc |
| Amt | $487,577 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $487,577 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASC 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (49 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALAN DAY COMMUNITY GARDEN | |||||||
| 26 WHITMAN STREET | NORWAY | ME | 04268 | 272720573 | 501(c)(3) | $26,250 | Healthy Food Fund Conference |
| ASIAN COMMUNITY DEVELOPMENT CORP | |||||||
| 38 OAK STREET | BOSTON | MA | 02111 | 042988263 | 501(c)(3) | $20,000 | Healthy Youth, Healthy Community |
| BOSTON AREA GLEANERS | |||||||
| 240 BEAVER STREET | WALTHAM | MA | 02452 | 300434755 | 501(c)(3) | $25,000 | Powered Food Access Programming |
| BOYS & GIRLS CLUBS OF BOSTON | |||||||
| 200 High Street | BOSTON | MA | 02110 | 042103922 | 501(c)(3) | $165,000 | Farm to Family and Chef Series Dinner |
| CHILDRENS MUSEUM & THEATRE OF MAINE | |||||||
| 142 FREE STREET | PORTLAND | ME | 04101 | 010352258 | 501(c)(3) | $10,000 | Capital Campaign Garden Classroom |
| COASTAL FOODSHED INC | |||||||
| 466 BROCK AVE | NEW BEDFORD | MA | 02744 | 824559064 | 501(c)(3) | $60,000 | mobile market healthy food access |
| COASTAL RIVERS CONSERVATION TRUST | |||||||
| PO BOX 333 | DAMARISCOTTA | ME | 04543 | 237303162 | 501(c)(3) | $25,000 | low-income food programs ME |
| COMMUNITY HARVEST PROJECT INC | |||||||
| 37 WHEELER ROAD | GRAFTON | MA | 01536 | 043424018 | 501(c)(3) | $25,500 | Healthy Food Fund conference |
| CUMBERLAND COUNTY FOOD SECURITY COUNCIL | |||||||
| 494 ROUTE 1 | YARMOUTH | ME | 04096 | 822642533 | 501(c)(3) | $25,000 | Cumberland County Farmers |
| ELDER SERVICES OF THE MERRIMACK VALLEY I NC | |||||||
| 280 MERRIMACK ST | LAWRENCE | MA | 01843 | 042545136 | 501(c)(3) | $190,000 | Healthy Living Ctr Falls Prevent Prog |
| FAIRGATE FARM INC | |||||||
| 40 CLINTON AVENUE | STAMFORD | CT | 06901 | 300942697 | 501(c)(3) | $22,640 | Prog for healthy, local org produce |
| GATHER | |||||||
| 210 WEST ROAD | PORTSMOUTH | NH | 03801 | 020226943 | 501(c)(3) | $25,550 | healthy food to the Seacoast community |
| GRANITE STATE ORGANIZING PROJECT | |||||||
| 383 BEECH STREET | MANCHESTER | NH | 03103 | 470873896 | 501(c)(3) | $20,000 | Expand youth program educational equity |
| GRANTMAKERS IN AGING | |||||||
| 2001 JEFFERSON DAVIS HW | ARLINGTON | VA | 22202 | 134014982 | 501(c)(3) | $10,000 | 2021 Annual Conference |
| GROUNDWORK BRIDGEPORT INC | |||||||
| 1001 MAIN ST | BRIDGEPORT | CT | 06604 | 061556949 | 501(c)(3) | $20,000 | Enhance youth service learning program |
| GROUNDWORK LAWRENCE INC | |||||||
| 50 ISLAND STREET | LAWRENCE | MA | 018401869 | 043546770 | 501(c)(3) | $70,000 | Costello Urban Farm fresh food impact |
| GROW FOOD NORTHAMPTON INC | |||||||
| 221 PINE STREET | FLORENCE | MA | 01062 | 010959428 | 501(c)(3) | $25,000 | Enhance capacity to food pantry & meals |
| GROWING PLACES GARDEN PROJECT INC | |||||||
| 325 LINDELL AVE | LEMOINSTER | MA | 01453 | 100004885 | 501(c)(3) | $25,750 | Mobile market support |
| HARTFORD FOOD SYSTEMS | |||||||
| 190 WETHERSFIELD AVENUE | HARTFORD | CT | 06114 | 060991880 | 501(c)(3) | $20,500 | mobile market and healthy food access |
| HEALTHY ACADIA | |||||||
| 140 STATE ST | ELLSWORTH | ME | 04605 | 270548057 | 501(c)(3) | $25,000 | gleaning program; harvesting produce |
| JUST ROOTS INC | |||||||
| 34 GLENBROOK DRIVE | GREENFIELD | MA | 01301 | 371637062 | 501(c)(3) | $25,200 | Grow and Glean program |
| KENEY PARK SUSTAINABILITY PROJECT INC | |||||||
| 183 WINDSOR AVE | WINDSOR | CT | 06095 | 061536163 | 501(c)(3) | $26,250 | Mobile teaching kitchen |
| LA COLABORATIVA INC | |||||||
| 318 BROADWAY | CHELSEA | MA | 02150 | 222906521 | 501(c)(3) | $20,000 | Latinx immigrant youth housing equity |
| MADISON PARK DEVELOPMENT CORPORATION | |||||||
| 184 DUDLEY STREET | ROXBURY | MA | 02119 | 237164223 | 501(c)(3) | $25,500 | Strength community nutrition education |
| MEDICAL CARE DEVELOPMENT INC | |||||||
| 11 PARKWOOD DRIVE | AUGUSTA | ME | 04330 | 016022787 | 501(c)(3) | $100,000 | Project management |
| MILL CITY GROWS INC | |||||||
| 650 SUFFOLK STREET | LOWELL | MA | 01854 | 472096070 | 501(c)(3) | $31,000 | Mobile mkt Stipends for older adults |
| NASHUA SOUP KITCHEN & SHELTER INC | |||||||
| PO BOX 3116 | NASHUA | NH | 030613116 | 020359239 | 501(c)(3) | $20,000 | Volunteer program community gardening |
| NEW BRITAIN ROOTS INC | |||||||
| PO BOX 853 | NEW BRITAIN | CT | 06050 | 464350118 | 501(c)(3) | $15,000 | Building youth engagement program |
| NEW ENGLAND ARAB AMERICAN ORGANIZATION | |||||||
| PO BOX 1812 | PORTLAND | ME | 04104 | 475574330 | 501(c)(3) | $20,000 | Expand youth leadership program |
| NEW HAMPSHIRE FOOD BANK | |||||||
| 700 E Industrial Dr | MANCHESTER | NH | 03109 | 020222163 | 501(c)(3) | $77,650 | Food as Medicine Pilot |
| NEW HAVEN LAND TRUST INCORPORATED | |||||||
| 817 GRAND AVE | NEW HAVEN | CT | 06511 | 061063389 | 501(c)(3) | $25,000 | Growing Entrepreneurs program |
| ORGANIZATION FOR REFUGEE AND IMMIGRANT SUCCESS | |||||||
| 434 LAKE AVENUE | MANCHESTER | NH | 03103 | 760826598 | 501(c)(3) | $60,350 | mobile market and healthy food access |
| PENQUIS CAP INC | |||||||
| 262 HARLOW ST | BANGOR | ME | 044021162 | 016023748 | 501(c)(3) | $25,000 | Increase fresh food access |
| SALISBURY SINGERS INC | |||||||
| 370 MAIN STREET | WORCESTER | MA | 01608 | 042619664 | 501(c)(3) | $6,250 | Sponsorship Employee Giving |
| SEACOAST EAT LOCAL INC | |||||||
| 2 WASHINGTON STREET | DOVER | NH | 03820 | 452547575 | 501(c)(3) | $30,500 | mobile market and healthy food access |
| SPRINGFIELD PARTNERS FOR COMMUNITY ACTION | |||||||
| 721 STATE STREET | SPRINGFIELD | MA | 01109 | 042374279 | 501(c)(3) | $20,500 | Support of youth leaders food access |
| ST MARY'S NUTRITION CENTER | |||||||
| PO BOX 7291 | LEWISTON | ME | 042437291 | 222504349 | 501(c)(3) | $30,000 | Mobile market and healthy food access |
| TAPROOT FARM & ENVIRONMENTAL EDUCATION CENTER | |||||||
| PO BOX 245 | LANCESTER | NH | 03584 | 473594106 | 501(c)(3) | $25,000 | Support to farmers to produce fresh produce |
| THE BASE | |||||||
| 150 SHIRLEY STREET | ROXBURY | MA | 02119 | 461856641 | 501(c)(3) | $226,000 | Health and Wellness Project |
| THE BOWLER-BARTLETT FOUNDATION | |||||||
| 7 NORTH STATE STREET | CONCORD | NH | 03301 | 237425858 | 501(c)(3) | $200,000 | NH Mobile Clinic |
| THE COUNCIL OF CHURCHES OF GREATER BRIDGEPORT INC | |||||||
| 1718 CAPITAL AVENUE | BRIDGEPORT | CT | 06604 | 060647008 | 501(c)(3) | $60,000 | Mobile market and healthy food access |
| THE FOOD PROJECT | |||||||
| PO BOX 705/ 10 LEWIS ST | LINCOLN | MA | 01773 | 043262532 | 501(c)(3) | $10,000 | Fall Institute Sponsorship |
| TSNE MISSIONWORKS | |||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | 042261109 | 501(c)(3) | $25,000 | Gardening the Community |
| TUFTS HEALTH PLAN FOUNDATION INC | |||||||
| One Wellness way | Canton | MA | 02021 | 261374263 | 501(c)(3) | $500,000 | COVID Vaccine Fund |
| URBAN FARMING INSTITUTE OF BOSTON | |||||||
| 487R NORFOLK STREET | MATTAPAN | MA | 02126 | 453961022 | 501(c)(3) | $25,000 | Youth gardening program |
| WILLING HANDS ENTERPRISES | |||||||
| PO BOX 172 | LEBANON | NH | 03766 | 202204811 | 501(c)(3) | $25,156 | Volunteer-led food insecurity program |
| WINDHAM REGIONAL COMMUNITY COUNCIL INC | |||||||
| 872 MAIN STREET | WILLIMANTIC | CT | 06226 | 060990205 | 501(c)(3) | $21,351 | Creating a just food system in Willimantic |
| WORCESTER COUNTY FOOD BANK | |||||||
| BOSTON TURNPIKE Rd | SHREWSBURY | MA | 01545 | 043071457 | 501(c)(3) | $5,750 | Mini-Grant |
| YWCA GREATER NEWBURYPORT | |||||||
| 13 MARKETING STREET | NEWBURYPORT | MA | 01950 | 042123678 | 501(c)(3) | $25,500 | Healthy Food Fund conference |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING PROCEDURES - FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | MINI GRANTS OF $500 EACH ARE RECOMMENDED BY EMPLOYEES, INCLUDING EMPLOYEES OF HEALTH PLANS, INC, A HARVARD PILGRIM HEALTH CARE AFFILIATE, WHO FILL OUT A DETAILED APPLICATION REGARDING THE PURPOSE OF FUNDS. THOSE FUNDS MUST GO TO A LEGAL, NOT-FOR-PROFIT ORGANIZATION OPERATING WHERE THE EMPLOYEE LIVES OR WHERE HPHC DOES BUSINESS. THE MINI-GRANT AMOUNT INCREASES TO $550 IF FUNDS ARE DESIGNATED FOR THE PURPOSE OF IMPROVING ACCESS TO HEALTHY FOOD. CONTINGENT WORKERS FROM NTT DATA ARE ELIGIBLE TO APPLY FOR AN ANNUAL MINI-GRANT UP TO $250. FOUNDATION STAFF AND A CROSS-FUNCTIONAL TEAM OF COLLEAGUES REVIEW APPLICATIONS, VALIDATING ACCURACY OF REQUEST AND LEGITIMACY OF THE ORGANIZATION. MINI GRANTS ARE APPROVED BY FOUNDATION STAFF. FOUNDATION STAFF ALSO RECOMMEND AND ISSUE GRANTS. THE FOUNDATION BOARD HEARS STAFF RECOMMENDATIONS FOR GRANTS ABOVE $100,000. STAFF CONDUCT DUE DILIGENCE, WHICH INCLUDES SITE VISITS AND FINANCIAL REVIEW. NONPROFITS ARE REQUIRED TO SUBMIT REPORTS ANNUALLY, WHICH ARE REVIEWED BY AN INDEPENDENT, EXTERNAL EVALUATOR, WHO ALSO PROVIDES AN ANNUAL IMPACT EVALUATION ON THE OUTCOMES OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Michael Carson | ||||||||||||||
| President, Chair (END 7/5) | $0 | $865,698 | $0 | $2,226,185 | $0 | $1,570,793 | $0 | $53,309 | $0 | $20,426 | $0 | $4,736,411 | $0 | $0 |
| 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 |
| Kristin Lewis | ||||||||||||||
| Chief GA Officer(Start 7/5) | $0 | $340,486 | $0 | $421,971 | $0 | $41,686 | $0 | $155,851 | $0 | $19,151 | $0 | $979,145 | $0 | $50,273 |
| Roland Price | ||||||||||||||
| Treasurer (START 7/5) | $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 (START 7/5) | $0 | $308,498 | $0 | $160,958 | $0 | $26,826 | $0 | $102,687 | $0 | $12,738 | $0 | $611,707 | $0 | $35,524 |
| Elizabeth Creavin | ||||||||||||||
| VP & CONTROLLER (END 7/5) | $0 | $197,712 | $0 | $192,604 | $0 | $6,531 | $0 | $44,054 | $0 | $1,950 | $0 | $442,851 | $0 | $0 |
| Karen Voci | ||||||||||||||
| President, HPHC Fnd (END 7/5) | $0 | $141,064 | $0 | $164,154 | $0 | $90,297 | $0 | $44,061 | $0 | $15,912 | $0 | $455,488 | $0 | $0 |
| Michelle Clayman | ||||||||||||||
| CFO (END 7/5) | $0 | $49,959 | $0 | $257,239 | $0 | $13,498 | $0 | $50,768 | $0 | $5,406 | $0 | $376,870 | $0 | $0 |
| Natalie MacLean Leino | ||||||||||||||
| Clerk/Secretary (START 7/5) | $0 | $213,734 | $0 | $57,322 | $0 | $43,213 | $0 | $38,686 | $0 | $450 | $0 | $353,405 | $0 | $0 |
| Suzanne Finn | ||||||||||||||
| Clerk; Assoc GC (END 7/5) | $0 | $175,990 | $0 | $7,636 | $0 | $0 | $0 | $29,206 | $0 | $26,836 | $0 | $239,668 | $0 | $0 |
| John Devlin | ||||||||||||||
| Dir Grants & Initiat (END 10/1 | $0 | $120,654 | $0 | $36,525 | $0 | $29,163 | $0 | $29,976 | $0 | $21,717 | $0 | $238,035 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 4A | THE 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: - MICHAEL CARSON - $259,846 - KAREN VOCI - $86,741 - JOHN DEVLIN - $36,569 |
| SCHEDULE J, PART I, LINE 4B | DISCRETIONARY RETIREMENT PLAN THE 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 N IRS990ScheduleN
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liquidation Of Assets Table | LiquidationOfAssetsTableGrp |
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | MONEY MARKET INVESTMENTS | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2021-12-31 | DistributionDt |
| Fair Market Value Of Asset | $1,685,934 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | MARKET | MethodOfFMVDeterminationTxt |
| EIN | 261374263 | EIN |
| Person | TUFTS HEALTH PLAN FOUNDATION INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WELLNESS WAY | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020211166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (true) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | false | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | false | OwnerOfSuccessor2Ind |
| Receive Compensation2 | false | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE N, PART II, LINE 1 | THE HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. DISSOLVED AND MERGED INTO THE TUFTS HEALTH PLAN FOUNDATION, INC. EFFECTIVE JANUARY 1, 2022. THE NET ASSETS OF THE HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. WERE TRANSFERRED TO THE TUFTS HEALTH PLAN FOUNDATION DURING 2021. |
| SCHEDULE N, PART II, LINE 2A - OFFICERS/DIRECTORS OF TUFTS HEALTH PLAN FND | CAIN HAYES KRISTIN LEWIS ROLAND PRICE NORA MORENO CARGIE NATALIE MACLEAN LEION BERTRAM SCOTT GREG SHELL CHARLOTTE GOLAR RICHIE BENJAMIN PERKINS JO ANN SIMONS MARY SKELTON ROBERTS HEIDI BROOKS LEN FISHMAN ROBERT LEWIS JR. MARTIN COHEN NANCY GARRABRANTS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | ORGANIZATION'S MISSION THE HARVARD PILGRIM HEALTH CARE FOUNDATION ("THE FOUNDATION") SUPPORTS HARVARD PILGRIM HEALTH CARE, INC.'S ("HPHC, INC.") MISSION TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE FOR THE PEOPLE AND COMMUNITIES WE SERVE. THE FOUNDATION PROVIDES TOOLS, TRAINING AND LEADERSHIP TO BUILD HEALTHY COMMUNITIES THROUGHOUT MASSACHUSETTS, CONNECTICUT, MAINE, AND NEW HAMPSHIRE. IN 2021, THE FOUNDATION AWARDED NEARLY $3.6 MILLION IN GRANTS AND OTHER DONATIONS TO MORE THAN 750 NOT-FOR-PROFIT ORGANIZATIONS IN THE REGION. THIS INCLUDED GRANTS DISTRIBUTED THROUGH THE FOUNDATION'S HEALTHY FOOD FUND. THIS FUND SUPPORTS PROGRAMS THAT GROW, GLEAN AND DISTRIBUTE FRESH FOOD FOR FAMILIES AND COMMUNITIES ACROSS THE REGION. SINCE ITS INCEPTION IN 1980, THE FOUNDATION HAS AWARDED APPROXIMATELY $165 MILLION IN FUNDS AND RESOURCES THROUGHOUT THE FOUR STATES. 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 I, LINE 6 | THE FOUNDATION'S VOLUNTEERS INCLUDE UNCOMPENSATED DIRECTORS WHO SERVE ON A VOLUNTARY BASIS. |
| FORM 990, PART III, LINE 1 | ORGANIZATION'S MISSION THE HARVARD PILGRIM HEALTH CARE FOUNDATION ("THE FOUNDATION") SUPPORTS HARVARD PILGRIM HEALTH CARE, INC.'S ("HPHC, INC.") MISSION TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE FOR THE PEOPLE AND COMMUNITIES WE SERVE. THE FOUNDATION PROVIDES TOOLS, TRAINING AND LEADERSHIP TO BUILD HEALTHY COMMUNITIES THROUGHOUT MASSACHUSETTS, CONNECTICUT, MAINE, AND NEW HAMPSHIRE. IN 2021, THE FOUNDATION AWARDED NEARLY $3.6 MILLION IN GRANTS AND OTHER DONATIONS TO MORE THAN 750 NOT-FOR-PROFIT ORGANIZATIONS IN THE REGION. THIS INCLUDED GRANTS DISTRIBUTED THROUGH THE FOUNDATION'S HEALTHY FOOD FUND. THIS FUND SUPPORTS PROGRAMS THAT GROW, GLEAN AND DISTRIBUTE FRESH FOOD FOR FAMILIES AND COMMUNITIES ACROSS THE REGION. SINCE ITS INCEPTION IN 1980, THE FOUNDATION HAS AWARDED APPROXIMATELY $165 MILLION IN FUNDS AND RESOURCES THROUGHOUT THE FOUR STATES. |
| FORM 990, PART VI, LINE 2 | BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVE ON THE BOARDS OR WERE AN OFFICER OR KEY EMPLOYEE OF ONE OR MORE FOR PROFIT ORGANIZATIONS AFFILIATED WITH THE FOUNDATION FROM 1/1/2021 TO 12/31/2021. CAIN HAYES - DIRECTOR AND CEO; PRESIDENT (START 10/1/2021) ROLAND PRICE - TREASURER (START 7/5/2021) NORA MORENO CARGIE - FOUNDATION PRESIDENT (START 7/5/2021) MICHAEL A. CARSON - DIRECTOR AND PRESIDENT (END 10/1/2021) |
| FORM 990, PART VI, LINE 4 | THE BYLAWS WERE AMENDED AND RESTATED IN CONNECTION WITH THE COMBINATION OF THE HEALTH PLAN HOLDINGS, INC. (POINT32HEALTH, INC.) AND HARVARD PILGRIM HEALTH CARE, INC. ORGANIZATIONS. SOME EXAMPLES OF UPDATES TO THE BYLAWS INCLUDE BUT ARE NOT LIMITED TO BOARD COMPOSITION, BANKING AUTHORITY, AND OTHER GOVERNANCE PROCESSES. |
| FORM 990, PART VI, LINE 6 | HPHC, INC. IS THE PARENT AND SOLE MEMBER OF THE FOUNDATION. |
| FORM 990, PART VI, LINE 7A | HPHC, INC. IS THE SOLE MEMBER OF THE FOUNDATION. THE HPHC, INC. BOARD OF DIRECTORS AT ITS ANNUAL MEETING RATIFIES THE SLATE OF ELECTED FOUNDATION DIRECTORS WHEN IT ELECTS THE DIRECTORS OF ITS SUBSIDIARIES. |
| FORM 990, PART VI, LINE 7B | THE FOUNDATION'S BYLAWS SET FORTH RESERVED POWERS OF THE SOLE MEMBER, HPHC, INC., WHICH INCLUDE THE POWER TO APPROVE CERTAIN ACTIONS, SUCH AS ANY AMENDMENT TO THE FOUNDATION'S ARTICLES OF ORGANIZATION OR BYLAWS; THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE FOUNDATION; AND THE SALE, LEASE, TRANSFER OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS. |
| FORM 990, PART VI, LINE 11B | THE FOUNDATION'S FORM 990 IS COMPLETED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ADVISORS, IT IS REVIEWED BY POINT32HEALTH, INC.'S INTERNAL MANAGEMENT. THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FORM BEING FILED WITH THE IRS. |
| FORM 990, PART VI, LINE 12C | MONITORING & 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. |
| FORM 990, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS 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. |
| FORM 990, PART VII, SECTION B, LINE 1 | ANY INDEPENDENT CONTRACTORS ARE RETAINED BY THE PARENT COMPANY, HPHC, INC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HPHC OF NEW ENGLAND INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042663394 | HEALTH INSURA | MA | 501(C)(4) | N/A | HPHCINC | Yes (true) |
| TUFTS HEALTH PLAN FOUNDATION INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 261374263 | GRANT MAKING | MA | 501 (C)(3) | 12A | TAHMO | Yes (true) |
| TUFTS HEALTH PUBLIC PLANS INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 800721489 | HMO | MA | 501(C)(4) | N/A | P32H | Yes (true) |
| POINT32HEALTH INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 814089215 | HEALTHCARE | MA | 501(C)(4) | N/A | NA | false |
| CARE PARTNERS OF CONNECTICUT INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 822604728 | HMO | CT | 501(C)(4) | N/A | TAHMO | Yes (true) |
| TUFTS ASSOC HEALTH MAINTEN PLAN INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042674079 | HMO | MA | 501(C)(4) | N/A | P32H | Yes (true) |
| HPHC INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042452600 | HEALTH INSURA | MA | 501(C)(3) | 10 | P32H | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| CAREPARTNERS OF CT HOLDINGS LLC | ||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 823129930 | HOLDING COMPANY | CT | TAHMO | N/A |
| KAISER PERMANENTE VENTURES LLC | ||||||||
| 1 KAISER PL | OAKLAND | CA | 94612 | HEALTHCARE | CA | NA | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HPHC INSURANCE COMPANY INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 020211166 | 043149694 | HEALTH INSURANCE | MA | NEWCO | C CORP | 1.00000 | Yes (true) |
| PLAN MARKETING INSURANCE AGENCY INC | ||||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 042734281 | BROKERAGE | MA | HEALTH PLANS | C CORP | 1.00000 | Yes (true) |
| HPHC INSURANCE AGENCY INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 020211166 | 043016201 | BROKERAGE | MA | NEWCO | C CORP | 1.00000 | Yes (true) |
| HEALTH PLANS INC | ||||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 042734278 | TPA | MA | NEWCO | C CORP | 1.00000 | Yes (true) |
| CARE MANAGEMENT SERVICES INC | ||||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 043438779 | CARE MANAGEMENT | MA | HEALTH PLANS | C CORP | 1.00000 | Yes (true) |
| NEW HPHC HOLDING CORPORATION | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 020211166 | 815340662 | HOLDING COMPANY | DE | HPHC INC | C corp | 1.00000 | Yes (true) |
| POINT32HEALTH SERVICES INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042985923 | MANAGEMENT SVCS | DE | TAHMO | C CORP | 1.00000 | Yes (true) |
| TUFTS INSURANCE COMPANY | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043319729 | INSURANCE | MA | TAHP | C CORP | 1.00000 | Yes (true) |
| TUFTS BENEFIT ADMINISTRATORS INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043270923 | TPA | MA | TAHP | C CORP | 1.00000 | Yes (true) |
| TOTAL HEALTH PLAN INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042918943 | TPA | MA | TAHP | C CORP | 1.00000 | Yes (true) |
| TAHP BROKERAGE CORPORATION | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043072692 | BROKERAGE | MA | TAHP | C CORP | 1.00000 | Yes (true) |
| INTEGRA PARTNERS HOLDINGS INC | ||||||||||
| 100 WALL ST STE 2502 | NEW YORK | NY | 10005 | 453032233 | MED EQUPT & SVCS | NY | TAHMO | C CORP | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS HEALTH PLAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $500,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments