2021-11-11T13:50:36-06:00 2020-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990 2020-01-01 042633274 THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC HEAL 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 JANICE B YOST EDD PRESIDENT AND CEO 5084380009 2021-11-10 1 JANICE YOST EDD 999009999 BARBARA E KING P00005629 5087557107 2021-11-03 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JANICE B YOST EDD 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 15015631 0 X HFCM.ORG X 1977 MA TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 13 13 9 0 69615 25784 0 0 0 0 3517954 3612386 134376 229286 3652330 3841672 2276599 2566494 0 0 929386 817352 0 0 0 937886 913410 4143871 4297256 -491541 -455584 78711218 88822913 932585 819759 77778633 88003154 TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 0 0 3373527 2566494 229286 TO PROVIDE FUNDING TO NON-PROFIT ORGANIZATIONS FOR THE PURPOSE OF IMPROVING THE HEALTH OF THOSE WHO LIVE AND WORK IN CENTRAL MASSACHUSETTS. 3373527 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 7 0 1 9 1 1 1 0 0 0 0 0 0 0 0 0 X 13 13 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 FRANCIS M SABA MHSA CHAIRMAN 2.00 X X 0 0 0 RANDALL V BECKER CPA MBA TREASURER 2.00 X X 0 0 0 ALEX CORRALES C-PHM DIRECTOR 1.50 X 0 0 0 CAROLE M STEEN MSA DIRECTOR 1.50 X 0 0 0 GISELA VELEZ MD MPH ASSISTANT SECRETARY 2.00 X 0 0 0 BARENT W WALSH PHD SECRETARY 2.00 X X 0 0 0 TIMOTHY M BIBAUD JD VICE CHAIRMAN 2.00 X X 0 0 0 ALBERTO JF CARDELLEPHD MPH DIRECTOR 1.50 X 0 0 0 CHRISTIE L HAGER JD MPH DIRECTOR 1.50 X 0 0 0 DENNIS M DIMITRI MD FAAFP DIRECTOR 1.50 X 0 0 0 SEJAL M DAGA MD FAAFP DIRECTOR 1.50 X 0 0 0 J MICHAEL GRENON CIMA DIRECTOR 1.50 X 0 0 0 CAROLYN S LANGER MD JD MPH DIRECTOR 1.50 X 0 0 0 JANICE B YOST EDD PRESIDENT/CEO 37.50 X 291690 0 40036 MICHELLE L EWING CONTROLLER 37.50 X 94457 0 28181 AMIE SHEI PHD VICE PRESIDENT OF PROGRAMS 37.50 X 157178 0 28399 543325 0 96616 2 0 1 0 0 517552 517552 14199178 69615 11173959 0 3025219 69615 3094834 69615 3025219 OTHER INCOME 900099 229286 229286 229286 3841672 229286 69615 3542771 2566494 2566494 306600 254445 52155 354117 293878 60239 24993 20741 4252 86242 71571 14671 45400 33948 11452 13780 13780 21616 21616 805062 805062 2000 2000 12082 7249 4833 90202 54121 36081 10966 6580 4386 11519 6912 4607 8429 5057 3372 TAXES-OTHER -131733 -131733 OUTSIDE SERVICES 35846 21508 14338 GRANT RELATED EXPENSES 23516 23516 PUBLICATIONS AND SPECIA 6597 3958 2639 3528 1549 1979 4297256 3373527 923729 0 134049 201318 167341 416102 7045 7197 262590 258358 10565 4232 37262734 40177584 40751700 47626785 239587 214523 138197 175172 78711218 88822913 122562 110164 671826 534423 138197 175172 932585 819759 X 77778633 88003154 77778633 88003154 78711218 88822913 -455584 10680105 0 X 0 1 X 1 0 77893460 13661669 2592010 1185922 48040 87729157 68683673 12295868 2307831 644828 133422 77893460 74148249 -2080633 2496564 631946 255433 68683673 66533319 10765544 2515119 431951 203544 74148249 66860403 3646956 2427556 1386610 159874 66533319 1.00000 0 0 262590 258358 4232 4232 INVESTMENT LIMITED PARTNERSHIPS 47626785 F 47626785 DEFERRED COMPENSATION PLAN 175172 175172 13716715 10680105 10680105 3036610 805062 805062 3841672 3492194 0 3492194 805062 805062 4297256 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 3108653 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 4822396 0 0 0 0 0 0 7931049 0 7931049 1 0 0 1 1 0 PART III ACCOUNTING METHOD: 1 WORCESTER PUBLIC SCHOOLS 20 IRVING ST WORCESTER MA 01609 048001418 501(C)(3) 25000 BOOK WORCESTER HEARS, YEAR 5 QUABOAG VALLEY COMMUNITY DEVELOPMENT 23 WEST MAIN STREET 1 WARE MA 01082 043370097 501(C)(3) 203763 BOOK QUABOAG CONNECTOR - DEVELOPING A MODEL FOR RURAL TRANSPORTATION FITCHBURG STATE UNIVERSITY 160 PEARL STREET FITCHBURG MA 01420 046002284 501(C)(3) 185243 BOOK REIMAGINE NORTH OF MAIN, YEAR 5 TSNE MISSIONWORKS 89 SOUTH STREET SUITE 700 BOSTON MA 02111 042261109 501(C)(3) 28906 BOOK WORCESTER REGIONAL FOOD HUB, YEAR 4 SEVEN HILLS FOUNDATION 81 HOPE AVENUE WORCESTER MA 01603 042274992 501(C)(3) 64620 BOOK ENHANCING INTEGRATED SUPPORTS FOR PEOPLE WITH DISABILITIES AND THIER FAMILIES THROUGH TECHNOLOGY. LUK INC 545 WESTMINSTER STREET FITCHBURG MA 01520 042483679 501(C)(3) 81000 BOOK TELEBEHAVIORAL HEALTH IN SCHOOLS NEIGHBOR TO NEIGHBOR MASSACHUSETTS 15 COURT STREET SUITE 345 BOSTON MA 02108 043507716 501(C)(3) 15500 BOOK OUR NEIGHBORS COUNT! - STRENGTHENING THE NEW MAJORITY'S CIVIC ENGAGEMENT CAPACITY THROUGH THE 2020 U.S. CENSUS COMMUNITY LEGAL AID 405 MAIN STREET 4TH FLOOR WORCESTER MA 01608 042446242 501(C)(3) 5000 BOOK SAVING HOUSING OPPORTUNITIES IN WORCESTER SOUTH MIDDLESEX OPPORTUNITY COUNCIL 7 BISHOP STREET FRAMINGHAM MA 01702 042389659 501(C)(3) 65000 BOOK CREATION OF SOBER HOUSING IN FITCHBURG ASCENTRIA CARE ALLIANCE 11 SHATTUCK STREET WORCESTER MA 01606 043566243 501(C)(3) 8000 BOOK IMMIGRATION LEGAL ASSISTANCE PROGRAM ABBY'S HOUSE 52 HIGH STREET WORCESTER MA 01609 042648411 501(C)(3) 13000 BOOK COMMUNITY PARTNERSHIPS PROJECT; ABBY'S HOUSE (HYLTON) QUINSIGAMOND COMMUNITY COLLEGE 670 WEST BOYLSTON STREET WORCESTER MA 01606 042492727 501(C)(3) 75790 BOOK RADIOLOGIC TECHNOLOGY UPGRADES GAAMHA INC 208 COLEMAN STREET GARDNER MA 01440 042437107 501(C)(3) 7000 BOOK PBS CLINICIAN FRIENDLY HOUSE 36 WALL STREET WORCESTER MA 01604 042104239 501(C)(3) 15000 BOOK REFRIGERATED FOOD VAN WORCESTER REGIONAL CHAMBER OF COMMERCE 311 MAIN STREET SUITE 200 WORCESTER MA 01608 041988780 501(C)(3) 10000 BOOK SUPPLEMENTAL FUNDING - 2020 CORONAVIRUS FUNDING WORCESTER AREA BUSINESS EDUCATION FOUNDATION 311 MAIN STREET SUITE 200 WORCESTER MA 01608 043265642 501(C)(3) 468000 BOOK WORCESTER REGIONAL FOOD HUB MASSACHUSETTS ASSOCIATION FOR COMMMUNITY ACTION 105 CHAUNCY STREET 3RD FLOOR BOSTON MA 02111 222777630 501(C)(3) 215500 BOOK READYGO - READYING EDUCATORS AND DEVELOPING YOUNG CHILDREN FOR GREAT OUTCOMES RCAP SOLUTIONS 191 MAY STREET WORCESTER MA 01602 042454675 501(C)(3) 204150 BOOK CENTRAL MASSACHUSETTS 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) 232920 BOOK FOSTER PARENT SUPPORTS IN WORCESTER WORCESTER COMMON GROUND 5 PIEDMONT STREET WORCESTER MA 016102520 222976657 501(C)(3) 100000 BOOK 126 CHANDLER STREET ROOFTOP GREENHOUSE EDWARD M KENNEDY COMMUNITY HEALTH CENTER 650 LINCOLN STREET WORCESTER MA 01605 042513817 501(C)(3) 60000 BOOK OPENING UP ACCESS TO ORAL HEALTH CARE IN MILFORD NEADS WORLD CLASS SERVICE DOGS 305 REDEMPTION ROCK TRAIL PRINCETON MA 01541 237281887 501(C)(3) 50000 BOOK BREEDING CENTER - BCL (BEHAVIORAL CHECK LIST SPACE) CENTRO 11 SYCAMORE STREET WORCESTER MA 01608 042714991 501(C)(3) 50000 BOOK TWO FLIGHTS UP BUILDING FUTURES INC 32 GREAT BROOK VALLEY AVENUE WORCESTER MA 01605 010628266 501(C)(3) 49998 BOOK 34/45 FREEDOM WAY : BETTER SERVING WHA YOUTH GENESIS CLUB INC 274 LINCOLN STREET WORCESTER MA 01605 042983234 501(C)(3) 40000 BOOK BUILDING A VIRTUAL CLUBHOUSE OPEN SKY COMMUNITY SERVICES 4 MANN STREET WORCESTER MA 01602 042701581 501(C)(3) 45777 BOOK CONNECTIONS TO CARE CHRISTOPHER HOUSE OF WORCESTER 10 MARY SCANO DRIVE WORCESTER MA 01608 223196624 501(C)(3) 39082 BOOK LESSONS 2 LEADERSHIP JEFFREYS HOUSE 499 WATER STREET FITCHBURG MA 01520 800514283 501(C)(3) 23772 BOOK SPRINKLER SYSTEMS AND WHEELCHAIR ACCOMODATIONS LIVING IN FREEDOM TOGETHER 34 CEDAR STREET SUITE 301 WORCESTER MA 01609 813646918 501(C)(3) 19000 BOOK SPRINKLER SYSTEM INSTALLATION FOR JANA'S PLACE YMCA OF CENTRAL MASSACHUSETTS 1 SALEM SQUARE WORCESTER MA 01608 042105873 501(C)(3) 10000 BOOK PRE-KINDERGARTEN CLASSROOM ADDITION WORLD FARMERS 769 MAIN STREET BOX 112 LANCASTER MA 01523 273138588 501(C)(3) 10000 BOOK AFRICAN CORN MILLING RIVERSIDE COMMUNITY CARE 270 BRIDGE STREET SUITE 301 DEDHAM MA 02026 043097170 501(C)(3) 10000 BOOK CAPACITY BUILDING AND INTEGRATION FOR CHILDRENS BEHAVIORAL HEALTHCARE JEREMIAHS INN 1059 MAIN STREET PO BOX 30035 WORCESTER MA 01603 222567030 501(C)(3) 10000 BOOK SOBER HOUSING HEALTH CARE FOR ALL ONE FEDERAL STREET BOSTON MA 02110 043071598 501(C)(3) 45000 BOOK SUPPLEMENTAL FUNDING - 2020 CORONAVIRUS RESPONSE MASSACHUSETTS BUDGET AND POLICY CENTER 1 STATE STREET SUITE 250 BOSTON MA 02109 042967557 501(C)(3) 10000 BOOK SUPPLEMENTAL FUNDING - 2020 CORONAVIRUS RESPONSE MASSACHUSETTS HOUSING AND SHELTER ALLIANCE 7 BULFINCH PLACE SUITE 201 BOSTON MA 02114 223068653 501(C)(3) 10000 BOOK SUPPLEMENTAL FUNDING - 2020 CORONAVIRUS RESPONSE MASSACHUSETTS PUBLIC HEALTH ASSOCIATION 50 FEDERAL STREET FLOOR 8 BOSTON MA 02110 042326503 501(C)(3) 10000 BOOK SUPPLEMENTAL FUNDING - 2020 CORONAVIRUS RESPONSE EASTERSEALS OF MASSACHUSETTS 484 MAIN STREET WORCESTER MA 01608 042103867 501(C)(3) 8000 BOOK SUPPLEMENTAL FUNDING - 2020 CORONAVIRUS RESPONSE CARE CENTRAL VNA AND HOSPICE 34 PEARLY LANE GARDNER MA 01440 042104246 501(C)(3) 5000 BOOK CARE CENTRAL VNA AND HOSPICE (FLUET) HEALTH LAW ADVOCATES ONE FEDERAL STREET BOSTON MA 02110 043298116 501(C)(3) 10000 BOOK SUPPLEMENTAL FUNDING - 2020 CORONAVIRUS RESPONSE 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 271690 0 20000 0 0 0 14910 0 25126 0 331726 0 0 0 AMIE SHEI PHD VICE PRESIDENT OF PROGRAMS 157178 0 0 0 0 0 0 0 28399 0 185577 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 $14,910 TO THIS PLAN FOR THE CURRENT YEAR. THE CUMULATIVE BALANCE OF THE ACCRUED DEFERRED COMPENSATION AS OF YEAR-END IS $175,172. 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, 2020 AND 2019 TOTALED $214,523 AND $239,586, 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 90202 SHARED RENT THE HEALTH FOUNDATION FUND INC O STANDARD ACCOUNTING PROCEDURES