2022-11-15T09:06:45-06:00 2021-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990 2021-01-01 042633274 THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC HEAL 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 AMIE SHEI PHD PRESIDENT AND CEO 5084380009 2022-11-14 1 AMIE SHEI PHD 999009999 BARBARA E KING P00005629 5087557107 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z AMIE SHEI PHD 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 14426331 0 X HFCM.ORG X 1977 MA TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 12 12 6 0 0 63069 0 0 0 0 3612386 7870191 229286 169562 3841672 8039753 2566494 2561905 0 0 817352 929872 0 0 0 913410 1282678 4297256 4774455 -455584 3265298 88822913 98619002 819759 654380 88003154 97964622 TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 0 0 3445452 2561905 TO PROVIDE FUNDING TO NON-PROFIT ORGANIZATIONS FOR THE PURPOSE OF IMPROVING THE HEALTH OF THOSE WHO LIVE AND WORK IN CENTRAL MASSACHUSETTS. 3445452 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 5 0 1 6 1 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 JANICE B YOST EDD PRESIDENT/CEO 37.50 X 283078 0 40788 AMIE SHEI PHD VICE PRESIDENT OF PROGRAMS 37.50 X 160727 0 7789 MICHELLE L EWING CONTROLLER 37.50 X 94037 0 29592 TIMOTHY M BIBAUD JD CHAIRMAN 2.00 X X 0 0 0 RANDALL V BECKER CPA MBA TREASURER 2.00 X X 0 0 0 BARENT W WALSH PHD SECRETARY 2.00 X X 0 0 0 GISELA VELEZ MD MPH ASSISTANT SECRETARY 2.00 X X 0 0 0 FRANCIS M SABA MHSA IMMEDIATE PAST CHAIRMAN 2.00 X X 0 0 0 ALEX CORRALES C-PHM DIRECTOR 1.50 X 0 0 0 SEJAL M DAGA MD FAAFP DIRECTOR 1.50 X 0 0 0 DENNIS M DIMITRI MD FAAFP DIRECTOR 1.50 X 0 0 0 J MICHAEL GRENON CIMA DIRECTOR 1.50 X 0 0 0 CHRISTIE L HAGER JD MPH DIRECTOR 1.50 X 0 0 0 CAROLYN S LANGER MD JD MPH DIRECTOR 1.50 X 0 0 0 CAROLE M STEEN MSA DIRECTOR 1.50 X 0 0 0 537842 0 78169 2 0 1 0 0 602949 602949 13653820 6386578 7267242 7267242 7267242 OTHER INCOME 900099 169562 169562 169562 8039753 169562 0 7870191 2561905 2561905 298435 230294 68141 479736 385072 94664 23883 18430 5453 76958 59386 17572 50860 41240 9620 23205 23205 929115 929115 133936 133936 16793 10076 6717 121588 72953 48635 10314 6188 4126 2490 1494 996 8682 5209 3473 TAXES-OTHER -29900 -29900 GRANT RELATED EXPENSES 34294 34294 OUTSIDE SERVICES 23922 14353 9569 PUBLICATIONS AND SPECIA 7517 4510 3007 722 48 674 4774455 3445452 1329003 0 201318 110513 416102 330231 7197 7737 270416 260848 4232 9568 40177584 44935365 47626785 52826195 214523 189084 175172 210309 88822913 98619002 110164 120179 534423 323892 175172 210309 819759 654380 X 88003154 97964622 88003154 97964622 88822913 98619002 3265298 6696170 0 X 0 1 X 1 0 87729157 13634888 2596199 916638 169178 97682030 77893460 13661669 2592010 1185922 48040 87729157 68683673 12295868 2307831 644828 133422 77893460 74148249 -2080633 2496564 631946 255433 68683673 66533319 10765544 2515119 431951 203544 74148249 1.00000 0 0 270416 260848 9568 9568 INVESTMENT LIMITED PARTNERSHIPS 52826195 F 52826195 DEFERRED COMPENSATION PLAN 210309 210309 13607730 6696170 6696170 6911560 1128193 1128193 8039753 3646262 0 3646262 1128193 1128193 4774455 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 3242692 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 7911958 0 0 0 0 0 0 11154650 0 11154650 1 0 0 1 1 0 PART III ACCOUNTING METHOD: 1 COMMUNITY HEALTH CONNECTIONS 326 NICHOLS ROAD FITCHBURG MA 01420 043452697 501(C)(3) 100000 0 BOOK BUILDOUT FOR FOUR URGENT CARE ROOMS IN CHC'S NEW GARDNER COMMUNITY HEALTH CENTER QUABOAG VALLEY COMMUNITY DEVELOPMENT 23 WEST MAIN STREET 1 WARE MA 01082 043370097 501(C)(3) 425000 0 BOOK QUABOAG CONNECTOR: SOLUTIONS FOR RURAL TRANSPORTATION VIABILITY 309 MAIN STREET SOUTHBRIDGE MA 01550 510178661 501(C)(3) 15350 0 BOOK INCREASING HEALTH OUTCOMES FOR INDIVIDUALS IN RECOVERY FROM MENTAL ILLNESS GUILD OF ST AGNES 19 HARVARD STREET WORCESTER MA 01609 042104267 501(C)(3) 90000 0 BOOK GUILD OF ST. AGNES GARDNER CHILD CARE CENTER MOUNT WACHUSETT COMMUNITY COLLEGE 326 NICHOLS ROAD FITCHBURG MA 01420 237136083 501(C)(3) 73903 0 BOOK MOUNT WACHUSETT COMMUNITY COLLEGE DENTAL EDUCATION CLINIC UPGRADE GIRLS INC 125 PROVIDENCE STREET WORCESTER MA 01604 042123666 501(C)(3) 41882 0 BOOK ENHANCED LEARNING SPACE FOR SOCIAL EMOTIONAL SUPPORT CATHOLIC CHARITIES DIOCESE OF WORCESTER COUNTY 10 HAMMOND STREET WORCESTER MA 01610 042103979 501(C)(3) 75000 0 BOOK CROZIER HOUSE GRADUATE PROGRAM CITY OF WORCESTER 455 MAIN STREET WORCESTER MA 01608 046001418 501(C)(3) 50000 0 BOOK COVID-19 VACCINATION CAMPAIGN ENTREPRENEURSHIP FOR ALL 175 CABOT STREET 100 LOWELL MA 01854 471858182 501(C)(3) 50000 0 BOOK BUILDING CAPACITY TO SUPPORT UNDER-REPRESENTED ENTREPRENEURS IN CENTRAL MASSACHUSETTS ASCENTRIA CARE ALLIANCE 11 SHATTUCK STREET WORCESTER MA 01606 043566243 501(C)(3) 50000 0 BOOK LEGAL SERVICES FOR AFGHAN EVACUEES AND OTHER URGENT NEEDS ORGANIZATION FOR NONPROFIT EXCELLENCE 28 PARK AVENUE WORCESTER MA 01605 471570314 501(C)(3) 25000 0 BOOK BUILDING CAPACITY TO PROVIDE TECHNICAL ASSISTANCE TO SMALL & GROWING NONPROFITS HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 043071598 501(C)(3) 35000 0 BOOK SUPPLEMENTAL FUNDING - 2020 CORONAVIRUS RESPONSE WORCESTER AREA BUSINESS EDUCATION FOUNDATION 311 MAIN STREET SUITE 200 WORCESTER MA 01608 043265642 501(C)(3) 250000 0 BOOK WORCESTER REGIONAL FOOD HUB, YEAR 5 MASSACHUSETTS ASSOCIATION FOR COMMMUNITY ACTION 105 CHAUNCY STREET 3RD FLOOR BOSTON MA 02111 222777630 501(C)(3) 317559 0 BOOK READYGO - READYING EDUCATORS AND DEVELOPING YOUNG CHILDREN FOR GREAT OUTCOMES RCAP SOLUTIONS 191 MAY STREET WORCESTER MA 01602 042454675 501(C)(3) 425000 0 BOOK PRIVATE WELL PROGRAM TO PROTECT PUBLIC HEALTH MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN 125 HARTWELL AVENUE LEXINGTON MA 02421 042103596 501(C)(3) 424815 0 BOOK ENCOMPASS: COMMUNITY AND COLLABORATION FOR FOSTER FAMILIES BUILDING FUTURES INC 32 GREAT BROOK VALLEY AVENUE WORCESTER MA 01605 010628266 501(C)(3) 59250 0 BOOK BFI/RMG RESIDENT FOOD DELIVERY PROGRAM (RFDF) PART I, LINE 2: THE HEALTH FOUNDATION AND THE GRANTEE SIGN A CONTRACT OUTLINING THE DELIVERABLES, PAYMENT, AND REPORTING REQUIREMENTS FOR THE PROJECT. TYPICALLY, PROJECT PROCESS EVALUATION REPORTS ARE SUBMITTED TO THE FOUNDATION MIDWAY THROUGH THE CONTRACT YEAR. A PROJECT SUMMARY REPORT IS ALSO REQUIRED TO BE SUBMITTED TO THE FOUNDATION APPROXIMATELY TWO MONTHS AFTER THE CONTRACT END DATE, OUTLINING THE RESULTS AND EXPENSES. IN ADDITION, MULTI-YEAR GRANTEES ARE REQUIRED TO MEET WITH FOUNDATION STAFF ON A QUARTERLY BASIS TO ASSESS PROJECT PROGRESS. THE ACTIVATION FUND GRANTEES ARE REQUIRED TO MEET WITH THE FOUNDATION STAFF ONCE DURING THE GRANT CONTRACT. X 1 1 X X X 0 1 0 0 0 0 0 0 0 JANICE B YOST EDD PRESIDENT/CEO 265578 0 17500 0 0 0 15357 0 25431 0 323866 0 0 0 AMIE SHEI PHD VICE PRESIDENT OF PROGRAMS 160727 0 0 0 0 0 0 0 7789 0 168516 0 0 0 PART I, LINE 1A THE FOUNDATION PAYS FOR HEALTH CLUB MEMBERSHIP FOR THE PRESIDENT. PART I, LINE 4B THERE IS A DEFERRED COMPENSATION PLAN IN ACCORDANCE WITH IRC SECTION 457(B) FOR THE PRESIDENT. THE ORGANIZATION ACCRUED $15,357 TO THIS PLAN FOR THE CURRENT YEAR. THE CUMULATIVE BALANCE OF THE ACCRUED DEFERRED COMPENSATION AS OF YEAR-END IS $210,308. FORM 990, PART VI, SECTION B, LINE 11B THE HEALTH FOUNDATION STAFF EMAILS THE DOCUMENTS TO THE BOARD FOR REVIEW, QUESTIONS, AND COMMENTS. THE 990 IS THEN FILED AFTER THE BOARD HAS REVIEWED IT. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE BY STAFF AND DIRECTORS, WITH A REVIEW OF THE POLICY EVERY YEAR. FORM 990, PART VI, SECTION B, LINE 15 NO OFFICER OR DIRECTOR RECEIVES COMPENSATION EXCEPT FOR THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE REVIEWS SALARY DATA COMPILED BY THE "COUNCIL ON FOUNDATIONS" IN SETTING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL THE PRESIDENT/CEO'S SALARY AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE WEBSITE OF THE COMMONWEALTH OF MASSACHUSETTS. FORM 990, PART X, LINE 13 DURING 2008, THE FOUNDATION LOANED $492,000 TO AN INTERMEDIARY FOR A PROGRAM-RELATED INVESTMENT. THE FUND IS TO BE USED FOR ACQUIRING AND DEVELOPING AFFORDABLE HOUSING FOR THE ADULT CHRONICALLY HOMELESS IN THE WORCESTER AREA. THE FUND IS ADMINISTERED BY AN INTERMEDIARY. THE BALANCE IN THIS FUND AT DECEMBER 31, 2021 AND 2020 TOTALED $189,084 AND $214,523, RESPECTIVELY. THE HEALTH FOUNDATION FUND INC 446 MAIN STREET 20TH FL WORCESTER MA 01608 043521743 TO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION. MA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE HEALTH FOUNDATION FUND INC N 121588 SHARED RENT THE HEALTH FOUNDATION FUND INC O STANDARD ACCOUNTING PROCEDURES