YANKEE ALLIANCE INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- YANKEE ALLIANCE INC (EIN 22-2561879)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-06-10
- IRS object ID
- 202001629349100600
- Schema version
- 2018v3.1
- 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-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-10T06:20:06-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041041100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222561879 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YANK | BusinessNameControlTxt |
| Phone | 9784702000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1Txt |
| City | Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018101083 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Melanie Kawiecki | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9784702000 | PhoneNum |
| Signature | 2020-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph R Byrne | PreparerPersonNm |
| PTIN | P01289281 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2020-06-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,020,041 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,683 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,683 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,079,156 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,230,878 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,079,156 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $98,903 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $59,895 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,180,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,081,839 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $59,895 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,417 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,209 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,208 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,397 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,655 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $21,742 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $593 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $28,001 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $14,710 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,408 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $40,660 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $816,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $816,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $893,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $40,660 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $816,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $287,334 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,058,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,235 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $596,956 | CashBOYAmt |
| Cash EOY | $862,229 | CashEOYAmt |
| Cash EOYFMV | $862,229 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $552,602 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $552,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $552,934 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,075 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,128 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,128 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $626,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $509,293 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $509,293 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $503,363 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $503,363 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,051,449 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,090,457 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,090,457 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,832,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,020,041 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,020,041 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $96,127 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $82,127 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $200,786 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $111,492 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $296,913 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $193,619 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,535,819 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,826,422 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,535,819 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,826,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,832,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,020,041 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,535,819 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $287,334 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,269 | OtherIncreasesAmt |
| Subtotal | $2,826,422 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,826,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,198 Class B Units Premier Healthcare | P | 2013-10-02 | 2018-11-13 | $48,681 | $5,690 | $42,991 | $42,991 |
| 2,458 Class B Units Premier Healthcare | P | 2013-10-02 | 2018-11-14 | $99,081 | $11,675 | $87,406 | $87,406 |
| 438 Class B Units Premier Healthcare | P | 2013-10-02 | 2018-11-15 | $17,546 | $2,080 | $15,466 | $15,466 |
| 1,442 Class B Units Premier Healthcare | P | 2013-10-02 | 2018-11-16 | $57,779 | $6,850 | $50,929 | $50,929 |
| 2,562 Class B Units Premier Healthcare | P | 2013-10-02 | 2018-11-20 | $100,685 | $12,170 | $88,515 | $88,515 |
| 14,633 Class B Units Premier Healthcare | P | 2013-10-02 | 2018-11-21 | $564,778 | $69,507 | $495,271 | $495,271 |
| 6,687 Class B Units Premier Healthcare | P | 2013-10-02 | 2018-11-23 | $260,349 | $31,763 | $228,586 | $228,586 |
| 2,112 Class B Units Premier Healthcare | P | 2013-10-02 | 2018-11-26 | $81,979 | $11,987 | $69,992 | $69,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,079,156 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $816,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,581,876 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.515843 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $686,846 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,487,608 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.461712 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $920,271 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,360,686 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.676329 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,049,636 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,408,686 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.266099 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,091,872 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,361,589 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.708887 | DistributionYr5Rt |
| Total Distribution | 3.628870 | TotalDistributionRt |
| Average Distribution | 0.725774 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,696,159 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,231,028 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,590 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,241,618 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $816,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,180 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,180 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,180 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,660 | OverpaymentAmt |
| Applied To ES Tax | $6,660 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Cathy Spinney President and CEO | IndividualWithBooksNm |
| Phone | 9784702000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1Txt |
| City | Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Keith Hovan | ||||||||
| 138 River Road | Andover | MA | 01810 | Chairman | 0.30 | $0 | $0 | $0 |
| Joseph White | ||||||||
| 138 River Road | Andover | MA | 01810 | Vice Chairman | 0.30 | $0 | $0 | $0 |
| Stephen Grubbs | ||||||||
| 138 River Road | Andover | MA | 01810 | Treasurer | 0.30 | $0 | $0 | $0 |
| David Phelps | ||||||||
| 138 River Road | Andover | MA | 01810 | Director | 0.30 | $0 | $0 | $0 |
| Dianne Shugrue | ||||||||
| 138 River Road | Andover | MA | 01810 | Director, Past Treasurer | 0.30 | $0 | $0 | $0 |
| Amy Campbell | ||||||||
| 138 River Road | Andover | MA | 01810 | Chief Administrative Officer | 0.80 | $0 | $0 | $0 |
| Melanie Kawiecki | ||||||||
| 138 River Road | Andover | MA | 01810 | Chief Financial Officer | 0.80 | $0 | $0 | $0 |
| Cathy Spinney | ||||||||
| 138 River Road | Andover | MA | 01810 | CEO/President | 0.80 | $0 | $0 | $0 |
| David Lincoln | ||||||||
| 138 River Road | Andover | MA | 01810 | Past Vice Chairman | 0.30 | $0 | $0 | $0 |
| Normand Deschene | ||||||||
| 138 River Road | Andover | MA | 01810 | Past Director | 0.30 | $0 | $0 | $0 |
| Matthew Woods | ||||||||
| 138 River Road | Andover | MA | 01810 | Past Director | 0.30 | $0 | $0 | $0 |
| John Vlahopoulos | ||||||||
| 138 River Road | Andover | MA | 01810 | Past Chief Customer Officer | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Research, develop and maintain joint venture, best practice applications and knowledge transfer initiatives. The current membership of over 50 acute care hospitals and thousands of alternate site facilities benefit from best-practice applications and knowledge transfer initiatives generated through the collaborative process Yankee has developed over the past two and one half decades. | Description1Txt |
| Expenses1 | $77,408 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $987,268 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $729,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,128 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,721,989 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,721,989 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,696,159 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,808 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,180 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $733 | IncomeTaxAmt |
| Total Tax | $21,913 | TotalTaxAmt |
| Distributable Before Adj | $62,895 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,895 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,895 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $816,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $816,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $816,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,891,157 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,946,807 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $871,511 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $630,967 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $753,504 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,093,946 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $816,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,895 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $753,105 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,847,051 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,891,157 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,955,894 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,946,807 | ExcessFromYear4Amt |
| Excess From Year3 | $871,511 | ExcessFromYear3Amt |
| Excess From Year2 | $630,967 | ExcessFromYear2Amt |
| Excess From Year1 | $753,504 | ExcessFromYear1Amt |
| Excess From Current Year | $753,105 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Berkshire Health Systems | ||||||
| 725 North Street | Pittsfield | MA | 01201 | PC | Supplyview; Pharmacy Cost Improvement | $117,448 |
| Covenant Health | ||||||
| 100 Ames Pond Drive Suite 102 | Tewksbury | MA | 01876 | PC | Supplyview; LaborLytics Labor Management | $166,119 |
| Glens Falls Hospital | ||||||
| 100 Park Street | Glens Falls | NY | 12801 | PC | Supplyview; Psychiatrists | $142,199 |
| Lowell General Hospital | ||||||
| 295 Varnum Ave | Lowell | MA | 01854 | PC | Supplyview; Defibrilator Standardization | $111,589 |
| Southcoast Hospitals Group Inc | ||||||
| 101 Page Street | New Bedford | MA | 02740 | PC | Supplyview; Quality Improvement | $170,119 |
| Winchester Hospital | ||||||
| 41 Highland Avenue | Winchester | MA | 01890 | PC | Supplyview; Bariatric Program Coordinator/NP | $108,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $816,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Passthrough | Desc |
| Unrelated Business Taxbl Incm | $4,490 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $55,193 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,683 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,079,156 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| Other Revenue | 900099 | 01 | $212 |
| Change in CSV Life Insurance | 900099 | 01 | $39,008 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,490 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,121,059 | ExclusionAmt |
| Related Or Exempt Function Incm | $55,193 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,180,742 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | Passthrough Income from Partnership in Premier Healthcare Alliance, LP Income is for group purchasing activities, related to Organization's mission. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Expenses | CategoryTxt |
| Amt | $8,417 | Amt |
| Net Investment Income | $4,209 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,208 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| Part II, Line 14 | Section 1.263(a)-3(n) Election:Yankee Alliance, Inc. 138 River RoadAndover, MA 01810EIN: 22-2561879Yankee Alliance, Inc., is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). |
| Form 990-PF, Part VIII: | Yankee Alliance, Inc. has no employees and does not pay compensation to its officers, directors or highly compensated employees. Certain individuals who are employees of Yankee Alliance, LLC, a related organization, perform services for Yankee Alliance, Inc., for which Yankee Alliance, Inc. reimburses Yankee Alliance, LLC at cost. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 63,062 Class B Units Premier Healthcare Alliance, LP | FMV | $419,782 | $419,782 |
| Lincoln National Life Insurance Co. 457(b) Plan Assets | FMV | $89,511 | $89,511 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CSV of Life Insurance | Desc |
| BOY Book Value | $1,051,449 | BOYBookValueAmt |
| EOY Book Value | $1,090,457 | EOYBookValueAmt |
| EOYFMV | $1,090,457 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expenses | Desc |
| Revenue And Expenses Per Books | $28,001 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,710 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Income from Passthrough | $59,683 | $59,683 | |
| Other Revenue | $212 | $212 | |
| Change in CSV Life Insurance | $39,008 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Passthrough -- Premier Healthcare K-1 | Desc |
| Amt | $3,269 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Compensation | $177,432 | $89,511 |
| Due To Affiliates | $23,354 | $21,981 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management Services | CategoryTxt |
| Amt | $40,397 | Amt |
| Net Investment Income | $18,655 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,742 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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