TUFTS MEDICINE INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TUFTS MEDICINE INC (EIN 47-2250732)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-17
- IRS object ID
- 202002309349302175
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T12:17:29-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472250732 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLFORCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELL | BusinessNameControlTxt |
| Phone | 9789422220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 DISTRICT AVENUE NO 520 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN GREEN | PersonNm |
| Person Title | EXEC. VP AND CFO | PersonTitleTxt |
| Phone | 9789422220 | PhoneNum |
| Signature | 2020-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2020-08-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-13 | IPDt |
| IP Tm | 08:16:30 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AAFE5242E44AA74A98A743050A15125E154A43A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL WAGNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 DISTRICT AVENUE NO 520 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $331,190 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WELLFORCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | CARE INTEGRATION, POPULATION HEALTH MANAGEMENT, PATIENT ACCESS AND OPERATIONAL PERFORMANCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,264,043 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $250,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $81,190 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,264,043 | PYTotalRevenueAmt |
| CY Total Revenue | $331,190 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $44,152 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,556,057 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,186,884 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,523,262 | PYOtherExpensesAmt |
| CY Other Expenses | $15,904,143 | CYOtherExpensesAmt |
| PY Total Expenses | $21,099,319 | PYTotalExpensesAmt |
| CY Total Expenses | $25,135,179 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$19,835,276 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$24,803,989 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,457,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,294,159 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,485,666 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,440,040 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,028,554 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $120,854,119 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HEALTHCARE IS TRANSFORMING AS IT CONTINUES TO RESPOND TO NUMEROUS PRESSURES (I.E., REIMBURSEMENT REDUCTIONS; GOVERNMENT MANDATES; SYSTEM CONSOLIDATION; TECHNOLOGY AND RETAIL ENTRANTS). WELLFORCE IS RESPONDING PROACTIVELY TO ADDRESS THESE PRESSURES AND POSITION THE HEALTH SYSTEM TO:DELIVER ON ITS MISSION: TO RELENTLESSLY FOCUS ON HELPING PEOPLE ACHIEVE BETTER HEALTH.REALIZE ITS VISION: TO CREATE A HEALTHIER SYSTEM OF CARE THAT ANTICIPATES PEOPLE'S NEEDS AND IS CONSTANTLY INNOVATING TO DELIVER HIGH-QUALITY, AFFORDABLE CARE LOCALLY AND CONVENIENTLY.INTERNALIZE ITS VALUES:-COLLABORATION-RESPECT-INNOVATION-SERVICE-EXCELLENCE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,888,480 | ExpenseAmt |
| Grant | $44,152 | GrantAmt |
| Revenue | $250,000 | RevenueAmt |
| Desc | TUFTS MEDICAL CENTER PARENT, INC. AND CONSOLIDATED AFFILIATES ("TUFTS MC"), CIRCLE HEALTH, INC. AND CONSOLIDATED AFFILIATES ("CIRCLE HEALTH"), MELROSEWAKEFIELD HEALTHCARE, INC. AND CONSOLIDATED AFFILIATES, FORMERLY HALLMARK HEALTH CORPORATION ("MELROSEWAKEFIELD"), AND HOME HEALTH FOUNDATION, INC. AND ITS AFFILIATES ("HHF") ARE THE MEMBERS OF WELLFORCE, INC. ("WELLFORCE"), WHICH IS HEREINAFTER REFERRED TO AS THE "SYSTEM". THE SYSTEM REPRESENTS A UNIQUE MODEL THAT SERVES THE HEALTH NEEDS OF COMMUNITIES WHILE ENHANCING THE AFFORDABILITY OF CARE. THE SYSTEM FOCUSES ON CARE INTEGRATION, POPULATION HEALTH MANAGEMENT, PATIENT ACCESS, AND OPERATIONAL PERFORMANCE.WELLFORCE IS DESIGNED TO ENHANCE THE DELIVERY OF PATIENT-CENTERED CARE AND IMPROVE ACCESS TO HIGH-QUALITY, CLINICALLY INTEGRATED HEALTHCARE SERVICES FOR PATIENTS THROUGHOUT MANY COMMUNITIES IN THE COMMONWEALTH OF MASSACHUSETTS. WELLFORCE IS WORKING TO FACILITATE IMPLEMENTATION OF A COMMON, COORDINATED APPROACH, ACROSS THE THREE AFFILIATING HEALTH CARE SYSTEMS, TO POPULATION HEALTH MANAGEMENT. THIS WILL ALLOW FOR INNOVATION IN CARE MANAGEMENT MODELS, DISSEMINATION OF BEST PRACTICES, SHARED INFRASTRUCTURE AND INFORMATION SYSTEMS, AND INCREASED SCALE TO SERVE A GREATER POPULATION BASE. THE ROLE OF WELLFORCE FOR TUFTS MC, CIRCLE HEALTH, MELROSEWAKFIELD AND HHF WILL FACILITATE RATIONALIZING CARE DELIVERY TO ASSURE THAT SERVICES ARE PROVIDED IN THE MOST EFFICIENT SETTING, WITH INCENTIVES FOR CLOSE COLLABORATION AMONG PHYSICIANS, FACILITIES AND OTHER HEALTH CARE PROVIDERS. THE ROLE OF WELLFORCE WILL ALSO SERVE TO FOSTER EFFECTIVE CLINICAL INTEGRATION ACROSS THE CONTINUUM OF CARE, INCLUDING IMPLEMENTING STRATEGIES PROMOTING RISK-SHARING AND HIGH PERFORMANCE OUTCOMES. THROUGH WELLFORCE, TUFTS MC, CIRCLE HEALTH, MELROSEWAKFIELD AND HHF WILL DEFINE A COMMON SET OF RESPONSIBILITIES THAT HONORS THEIR RESPECTIVE AUTONOMY WHILE PROMOTING A COLLABORATIVE AND COMPREHENSIVE FUTURE-LOOKING STRATEGIC VISION PROACTIVELY RESHAPING HOW HEALTH CARE IS PROVIDED.WELLFORCE CARE PLAN, LLC IS AN ACCOUNTABLE CARE ORGANIZATION FORMED FOR THE PURPOSE OF ENTERING INTO AN AGREEMENT WITH A MANAGED CARE ORGANIZATION TO PARTICIPATE COLLECTIVELY IN THE MASSHEALTH ACCOUNTABLE CARE ORGANIZATION PROGRAM. | Desc |
| Total Program Service Expenses | $24,888,480 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN GREEN | PersonNm |
| Phone | 9789422220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 DISTRICT AVE | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 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 |
|---|---|---|---|---|---|---|---|---|
| NORMAND E DESCHENE | ||||||||
| PRES. OF BOARD & CEO (UNTIL 1/1/19) | 50.00 | 0.00 | Yes (X) | Yes (X) | $1,656,224 | $0 | $20,921 | |
| RAYMOND ANSTISS JR | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL BARDARO | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRIS BERMAN MD | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE CAMPANELLI | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY CAMPBELL | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CARSON PH D | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK CLANCY | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT COLLINS | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELE CRAGE MD | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HERRINGTON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KEENAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GENIA LONG | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID PICKUL MD | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $71,437 | $0 | ||
| PETER ROMAN MD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SUMMERGRAD MD | ||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $539,567 | $48,303 | ||
| ROBERT SWANSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER VINCZE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WAGNER MD | ||||||||
| TRUSTEE, CEO & CHIEF PHYSICIAN EXEC. | 39.00 | 1.00 | Yes (X) | Yes (X) | $1,380,542 | $0 | $189,615 | |
| JOSEPH WHITE | ||||||||
| TRUSTEE | 1.00 | 49.00 | Yes (X) | $0 | $1,324,761 | $20,921 | ||
| ELLEN ZANE | ||||||||
| CHAIR | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL APKON MD | ||||||||
| TRUSTEE | 1.00 | 49.00 | Yes (X) | $0 | $227,178 | $23,413 | ||
| K ERIC HENRIKSON MD | ||||||||
| TRUSTEE | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH PENNACCHIO MD | ||||||||
| TRUSTEE | 1.00 | 42.00 | Yes (X) | $0 | $408,035 | $25,488 | ||
| SUSAN M SANDBERG | ||||||||
| TRUSTEE | 1.00 | 42.00 | Yes (X) | $0 | $242,077 | $6,277 | ||
| SUSAN GREEN | ||||||||
| EXECUTIVE VP & CFO | 49.00 | 1.00 | Yes (X) | $731,087 | $0 | $27,467 | ||
| DEBORAH JOELSON | ||||||||
| EXEC. VP & CHIEF STRATEGY OFFICER | 49.00 | 1.00 | Yes (X) | $641,356 | $0 | $91,681 | ||
| JEFFREY WEINSTEIN ESQ | ||||||||
| EXEC. VP & GENERAL COUNSEL & SEC. | 49.00 | 1.00 | Yes (X) | $683,777 | $0 | $23,100 | ||
| MICHELLE DAVIS | ||||||||
| VP OF EXTERNAL AFFAIRS | 1.00 | 49.00 | Yes (X) | $0 | $233,198 | $21,509 | ||
| BROOKE TYSON-HYNES | ||||||||
| SR. VP OF MARKETING COMM. | 25.00 | 25.00 | Yes (X) | $200,889 | $200,888 | $36,188 | ||
| SABRINA GRANVILLE | ||||||||
| CHIEF HUMAN RESOURCE OFFICER | 38.00 | 12.00 | Yes (X) | $359,956 | $119,986 | $27,519 | ||
| WILLIAM SHICKOLOVICH | ||||||||
| EXECUTIVE VP & CIO | 49.00 | 1.00 | Yes (X) | $617,730 | $0 | $89,983 | ||
| JEFFREY GROSS | ||||||||
| SR. VP, BUSINESS DEVELOPMENT | 30.00 | 20.00 | Yes (X) | $191,184 | $127,456 | $38,425 | ||
| CHRISTOPHER JOHNSON | ||||||||
| SR. VP, SUPPLY CHAIN | 49.00 | 1.00 | Yes (X) | $316,217 | $0 | $32,130 | ||
| MALISA SCHULYER | ||||||||
| VP, GOVERNMENT AFFAIRS | 25.00 | 25.00 | Yes (X) | $101,969 | $101,968 | $23,190 | ||
| CHARLES WHIPPLE | ||||||||
| SR. VP, DEPUTY GENERAL COUNSEL | 1.00 | 39.00 | Yes (X) | $0 | $415,254 | $32,148 | ||
| ALAN MACDONALD | ||||||||
| FORMER TRUSTEE | 0.00 | 0.00 | $0 | $197,900 | $230 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,880,931 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,209,705 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $778,508 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NAVIGANT | |||||
| 125 HIGH STREET SUITE 401 | BOSTON | MA | 02110 | STRATEGIC PLANNING | $1,178,465 |
| STRATA DECISION TECHNOLOGY | |||||
| 200 E RANDOLPH STREET 49TH FL | CHICAGO | IL | 60601 | DECISION SUPPORT | $651,533 |
| WITTKIEFFER INC | |||||
| 2015 SPRING ROAD SUITE 510 | CHICAGO | IL | 60523 | LEADERSHIP CONSULTING | $417,020 |
| HEALTHLINK ADVISORS INC | |||||
| 9720 EXECUTIVE CENTER DRIVE NORTH | ST PETERSBURG | FL | 33702 | STRATEGIC ADVISORS IT | $307,285 |
| NEAL HOGAN ENTERPRISES | |||||
| 77 PISCATAQUA STREET | NEW CASTLE | NH | 03854 | STRATEGIC ADVISORS | $292,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HEALTH CARE SERVICES | Desc |
| Business | 621300 | BusinessCd |
| Total Revenue Column | $250,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $250,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $250,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,190 | TotalRevenueColumnAmt |
| Exclusion | $81,190 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $331,190 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $250,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $81,190 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,152 | TotalAmt |
| Program Services | $44,152 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,804,696 | TotalAmt |
| Program Services | $8,804,696 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,820 | TotalAmt |
| Management And General | $132,820 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,368 | TotalAmt |
| Program Services | $215,687 | ProgramServicesAmt |
| Management And General | $33,681 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,198 | TotalAmt |
| Program Services | $263,198 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,000 | TotalAmt |
| Program Services | $128,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,175,153 | TotalAmt |
| Program Services | $13,175,153 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,562 | TotalAmt |
| Program Services | $364,562 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,387,115 | TotalAmt |
| Program Services | $1,387,115 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,000 | TotalAmt |
| Program Services | $11,000 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,688 | TotalAmt |
| Program Services | $274,431 | ProgramServicesAmt |
| Management And General | $23,257 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,306 | TotalAmt |
| Program Services | $85,306 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,431 | TotalAmt |
| Program Services | $79,679 | ProgramServicesAmt |
| Management And General | $6,752 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,204 | TotalAmt |
| Program Services | $55,501 | ProgramServicesAmt |
| Management And General | $4,703 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,486 | TotalAmt |
| Management And General | $45,486 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,135,179 | TotalAmt |
| Program Services | $24,888,480 | ProgramServicesAmt |
| Management And General | $246,699 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,885,561 | BOYAmt |
| EOY | $8,538,322 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,921 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,276 | BOYAmt |
| EOY | $920,191 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $607,045 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $125,221 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,315 | BOYAmt |
| EOY | $481,824 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $766,374 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $123,070,012 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,039 | BOYAmt |
| EOY | $3,517,436 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,457,112 | BOYAmt |
| EOY | $137,294,159 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,834,558 | BOYAmt |
| EOY | $6,200,996 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,393,851 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,651,108 | BOYAmt |
| EOY | $5,845,193 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,485,666 | BOYAmt |
| EOY | $16,440,040 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,028,554 | BOYAmt |
| EOY | $120,854,119 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,028,554 | BOYAmt |
| EOY | $120,854,119 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,457,112 | BOYAmt |
| EOY | $137,294,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$24,803,989 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $146,686,662 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| THE LOWELL GENERAL HOSPITAL | ||||
| 042103590 | 3 | Yes (1) | $0 | $0 |
| TUFTS MEDICAL CENTER INC | ||||
| 043400617 | 3 | Yes (1) | $0 | $0 |
| MELROSEWAKEFIELD HEALTHCARE INC | ||||
| 042767880 | 3 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SECTION A. ALL SUPPORTING ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | EFFECTIVE JANUARY 1, 2018 TUFTS MEDICAL CENTER PARENT, INC. AND CONSOLIDATED AFFILIATES ("TUFTS MC"), CIRCLE HEALTH, INC. AND CONSOLIDATED AFFILIATES ("CIRCLE HEALTH") AND MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION AND CONSOLIDATED AFFILIATES ("HALLMARK HEALTH"), BECAME THE FOUNDING MEMBERS OF WELLFORCE, INC. ("WELLFORCE"), WHICH IS HEREINAFTER REFERRED TO AS THE "SYSTEM." WELLFORCE WILL PROVIDE ASSISTANCE IN POPULATION HEALTH MANAGEMENT AS A SUPPORTING ORGANIZATION TO TUFTS MEDICAL CENTER, HALLMARK HEALTH, AND THE LOWELL GENERAL HOSPITAL, ALL OF WHICH ARE 501(C)(3) TAX EXEMPT ORGANIZATIONS. THIS WILL ALLOW FOR INNOVATION IN CARE MANAGEMENT MODELS, DISSEMINATION OF BEST PRACTICES, AND SHARED INFRASTRUCTURE AND INFORMATION SYSTEMS. TUFTS MC, HALLMARK HEALTH AND LGH WOULD CARRY OUT THESE ACTIVITIES ON THEIR OWN IF THEY WERE NOT PERFORMED BY WELLFORCE. WELLFORCE IS THE COMMON PARENT, INC. ("TUFTS MC PARENT") CIRCLE HEALTH, INC. ("CIRCLE HEALTH") AND HALLMARK HEALTH, ALL 501(C)(3) ORGANIZATIONS. UNTIL SEPTEMBER 30, 2020, EACH OF TUFTS MC PARENT AND CIRCLE HEALTH WILL APPOINT 7 OF THE 22 TRUSTEES OF WELLFORCE, AND THE 22ND TRUSTEE WILL BE APPOINTED BY TUFTS MC PARENT, HALLMARK HEALTH AND CIRCLE HEALTH JOINTLY. THEREAFTER, EACH OF TUFTS MC PARENT, HALLMARK HEALTH AND CIRCLE HEALTH WILL APPOINT 3 TRUSTEES OF WELLFORCE, AND THE REMAINING TRUSTEES WILL BE ELECTED BY THE TRUSTEES OF WELLFORCE THEN IN OFFICE. WHILE WELLFORCE'S GOVERNING DOCUMENTS DO NOT EXPRESSLY REQUIRE THAT A MAJORITY OF ITS GOVERNING BOARD CONSISTS OF INDIVIDUALS WHO ALSO SERVE ON THE GOVERNING BOARD(S) OF THE SUPPORTED ORGANIZATION(S), WELLFORCE BELIEVES THAT IT MEETS TEST 1 BECAUSE, DURING AN INITIAL TRANSITION PERIOD OF SIX YEARS, A MAJORITY OF ITS CURRENT GOVERNING BOARD ALSO SERVE ON THE GOVERNING BOARD(S) OF THE SUPPORTED ORGANIZATION(S), AND THE APPOINTMENT PROCESS WILL ALLOW FOR A MAJORITY OF THE GOVERNING BOARD TO CONTINUE TO CONSIST OF INDIVIDUALS WHO ALSO SERVE ON THE GOVERNING BOARD(S) OF THE SUPPORTED ORGANIZATION(S). AFTER THE INITIAL TRANSITION PERIOD, (I) THREE OF THE TRUSTEES WILL BE APPOINTED BY CIRCLE HEALTH, (II) THREE OF THE TRUSTEES WILL BE APPOINTED BY TUFTS MC PARENT, (III), THREE OF THE TRUSTEES WILL BE APPOINTED BY HALLMARK HEALTH, THE PRESIDENT AND CEO OF WELLFORCE SHALL BE AN EX OFFICIO TRUSTEE, AND (IV) THE REMAINING TRUSTEES SHALL BE ELECTED BY A MAJORITY VOTE OF THE TRUSTEES OF WELLFORCE THEN IN OFFICE. CURRENTLY, A SIGNIFICANT NUMBER OF THE WELLFORCE TRUSTEES ARE ALSO ON THE GOVERNING BOARD OF LGH, HALLMARK HEALTH AND TUFTS MC, RESULTING IN MAJORITY WHO ALSO SERVE ON THE GOVERNING BOARD(S) OF THE SUPPORTED ORGANIZATION(S), WITH ONE VACANCY. IN APPOINTING FUTURE TRUSTEES, TUFTS MC PARENT, HALLMARK HEALTH, CIRCLE HEALTH AND THE TRUSTEES OF WELLFORCE WILL ENSURE THAT A MAJORITY OF THE TRUSTEES OF WELLFORCE ALSO SERVE ON THE GOVERNING BOARD(S) OF THE SUPPORTED ORGANIZATION(S). | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $145,328 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,909 | DepreciationAmt |
| Book Value | $135,419 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $351,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,312 | DepreciationAmt |
| Book Value | $235,705 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $110,700 | OtherCostOrOtherBasisAmt |
| Book Value | $110,700 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $481,824 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN SUBSIDIARY | $119,905,606 | F |
| YANKEE ALLIANCE | $3,164,406 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $123,070,012 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $5,352,863 |
| SECURITY DEPOSITS | $492,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,845,193 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $147,017,852 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $146,686,662 | OtherRevenueAmt |
| Revenue Not Reported | $146,686,662 | RevenueNotReportedAmt |
| Revenue Subtotal | $331,190 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $331,190 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $25,135,179 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,135,179 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,135,179 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | INTERENTITY NET ASSET TRANSFERS 26,781,056. TRANSFER INHERENT ASSETS FROM RELATED ORGANIZATIONS 119,905,606. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE SCHWARTZ CENTER | |||||||
| 100 CAMBRIDGE STREET | BOSTON | MA | 02114 | 041564655 | 501(C)(3) | $5,500 | SPONSOR EVENT |
| TRUSTEES OF TUFTS UNIVERSITY | |||||||
| OFFICE TRUSTEES BALLOU HALL | MEDFORD | MA | 02155 | 042103634 | 501(C)(3) | $5,000 | SPONSOR EVENT |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | $15,000 | SPONSOR EVENT |
| NACD NEW ENGLAND CHAPTER | |||||||
| 10 BACK RIVER ROAD | AMESBURY | MA | 01913 | 522314113 | 501(C)(3) | $6,000 | SPONSOR EVENT |
| MASS ASSOCIATION MENTAL HEALTH | |||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | 042104711 | 501(C)(3) | $5,000 | SPONSOR EVENT |
| HOME HEALTH FOUNDATION | |||||||
| 360 MERRIMACK STREET | LAWRENCE | MA | 01843 | 222587225 | 501(C)(3) | $5,000 | SPONSOR EVENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WELLFORCE, INC. RESPONDS TO SPECIFIC REQUESTS FOR FUNDING TO LOCAL AGENCIES AND ORGANIZATIONS RELATED TO COMMUNITY BENEFIT EVENTS AND NEEDS. WELLFORCE, INC. REQUIRES THAT THE ORGANIZATION STATE THE NATURE OF THEIR NEED PRIOR TO THEM MAKING THE CONTRIBUTION AND, IN THE CASE OF MAJOR DONATIONS AN ANNUAL REPORT IS REQUESTED WHICH DETAILS HOW SUCH DONATED FUNDS WERE SPENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NORMAND E DESCHENE | ||||||||||||||
| PRES. OF BOARD & CEO (UNTIL 1/1/19) | $1,092,300 | $0 | $366,053 | $0 | $197,871 | $0 | $8,250 | $0 | $12,671 | $0 | $1,677,145 | $0 | $0 | $0 |
| PAUL SUMMERGRAD MD | ||||||||||||||
| TRUSTEE | $0 | $448,658 | $0 | $71,250 | $0 | $19,659 | $0 | $27,500 | $0 | $20,803 | $0 | $587,870 | $0 | $0 |
| MICHAEL WAGNER MD | ||||||||||||||
| TRUSTEE, CEO & CHIEF PHYSICIAN EXEC. | $906,375 | $0 | $307,500 | $0 | $166,667 | $0 | $120,250 | $0 | $69,365 | $0 | $1,570,157 | $0 | $0 | $0 |
| JOSEPH WHITE | ||||||||||||||
| TRUSTEE | $0 | $679,599 | $0 | $157,248 | $0 | $487,914 | $0 | $8,250 | $0 | $12,671 | $0 | $1,345,682 | $0 | $0 |
| MICHAEL APKON MD | ||||||||||||||
| TRUSTEE | $0 | $221,029 | $0 | $0 | $0 | $6,149 | $0 | $0 | $0 | $23,413 | $0 | $250,591 | $0 | $0 |
| JOSEPH PENNACCHIO MD | ||||||||||||||
| TRUSTEE | $0 | $408,035 | $0 | $0 | $0 | $0 | $0 | $4,999 | $0 | $20,489 | $0 | $433,523 | $0 | $0 |
| SUSAN M SANDBERG | ||||||||||||||
| TRUSTEE | $0 | $194,427 | $0 | $0 | $0 | $47,650 | $0 | $0 | $0 | $6,277 | $0 | $248,354 | $0 | $0 |
| SUSAN GREEN | ||||||||||||||
| EXECUTIVE VP & CFO | $540,301 | $0 | $155,461 | $0 | $35,325 | $0 | $8,250 | $0 | $19,217 | $0 | $758,554 | $0 | $0 | $0 |
| DEBORAH JOELSON | ||||||||||||||
| EXEC. VP & CHIEF STRATEGY OFFICER | $421,326 | $0 | $125,803 | $0 | $94,227 | $0 | $61,450 | $0 | $30,231 | $0 | $733,037 | $0 | $0 | $0 |
| JEFFREY WEINSTEIN ESQ | ||||||||||||||
| EXEC. VP & GENERAL COUNSEL & SEC. | $455,168 | $0 | $139,549 | $0 | $89,060 | $0 | $3,768 | $0 | $19,332 | $0 | $706,877 | $0 | $0 | $0 |
| MICHELLE DAVIS | ||||||||||||||
| VP OF EXTERNAL AFFAIRS | $0 | $233,000 | $0 | $0 | $0 | $198 | $0 | $2,581 | $0 | $18,928 | $0 | $254,707 | $0 | $0 |
| BROOKE TYSON-HYNES | ||||||||||||||
| SR. VP OF MARKETING COMM. | $156,570 | $156,570 | $40,198 | $40,198 | $4,121 | $4,120 | $4,018 | $4,018 | $14,076 | $14,076 | $218,983 | $218,982 | $0 | $0 |
| SABRINA GRANVILLE | ||||||||||||||
| CHIEF HUMAN RESOURCE OFFICER | $261,425 | $87,142 | $78,125 | $26,042 | $20,406 | $6,802 | $6,188 | $2,063 | $14,451 | $4,817 | $380,595 | $126,866 | $0 | $0 |
| WILLIAM SHICKOLOVICH | ||||||||||||||
| EXECUTIVE VP & CIO | $426,080 | $0 | $116,177 | $0 | $75,473 | $0 | $60,050 | $0 | $29,933 | $0 | $707,713 | $0 | $0 | $0 |
| JEFFREY GROSS | ||||||||||||||
| SR. VP, BUSINESS DEVELOPMENT | $158,364 | $105,576 | $25,369 | $16,912 | $7,451 | $4,968 | $6,444 | $4,296 | $16,611 | $11,074 | $214,239 | $142,826 | $0 | $0 |
| CHRISTOPHER JOHNSON | ||||||||||||||
| SR. VP, SUPPLY CHAIN | $240,252 | $0 | $65,978 | $0 | $9,987 | $0 | $5,165 | $0 | $26,965 | $0 | $348,347 | $0 | $0 | $0 |
| MALISA SCHULYER | ||||||||||||||
| VP, GOVERNMENT AFFAIRS | $79,903 | $79,903 | $21,972 | $21,971 | $94 | $94 | $0 | $0 | $11,595 | $11,595 | $113,564 | $113,563 | $0 | $0 |
| CHARLES WHIPPLE | ||||||||||||||
| SR. VP, DEPUTY GENERAL COUNSEL | $0 | $297,282 | $0 | $49,248 | $0 | $68,724 | $0 | $0 | $0 | $32,148 | $0 | $447,402 | $0 | $0 |
| ALAN MACDONALD | ||||||||||||||
| FORMER TRUSTEE | $0 | $101,438 | $0 | $0 | $0 | $96,462 | $0 | $0 | $0 | $230 | $0 | $198,130 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE HOSPITAL HAS ENTERED INTO RESTRICTIVE ENDORSEMENT BONUS ARRANGEMENTS ("REBA'S") WITH THE FOLLOWING EMPLOYEES AS PART OF A RETIREMENT RETENTION PROGRAM: JOSEPH WHITE - PRESIDENT - THE LOWELL GENERAL HOSPITAL AMOUNTS PAID BY THE HOSPITAL UNDER THE ARRANGEMENT ARE REQUIRED TO BE REPAID TO THE HOSPITAL IF LENGTH OF SERVICE REQUIREMENTS ARE NOT MET. AMOUNTS PAID UNDER THE REBA ARRANGEMENTS ARE TREATED AS TAXABLE COMPENSATION IN THE YEAR PAID BY THE HOSPITAL. THIS ARRANGEMENT WAS APPROVED BY THE HOSPITAL'S COMPENSATION COMMITTEE AS DOCUMENTED IN THE COMMITTEE MINUTES. THE W-2 COMPENSATION REPORTED FOR MR. WHITE - PRESIDENT - THE LOWELL GENERAL HOSPITAL ON FORM 990, SCHEDULE J, PART II, COLUMN B(III) INCLUDES $426,404 PAID IN 2018 IN CONNECTION WITH THE REBA ARRANGEMENT. |
| PART I, LINE 4B | THE HOSPITAL HAS ENTERED INTO A SPLIT-DOLLAR LIFE INSURANCE AGREEMENT WITH NORMAND DESCHENE - PRESIDENT OF BOARD & CEO - THE LOWELL GENERAL HOSPITAL. PREMIUMS PAID IN CALENDAR 2018 WERE $125,648. ALL PREMIUMS WILL BE REPAID TO THE HOSPITAL. |
| PART I, LINE 7 | BONUSES ARE PAID AS INDICATED ON SCHEDULE J, PART II. BONUS PAID TO OFFICERS ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. OTHER BONUSES ARE APPROVED BY THE OFFICERS OF THE HOSPITAL. |
| PART 1, LINE 4B: | SECTION 457(F) RETIREMENT PLAN EMPLOYER DEFERRALS: MICHAEL WAGNER, $112,000 DEBORAH C. JOELSON, $53,200 WILLIAM J. SHICKOLOVICH, $51,800 JEFFREY GROSS, $3,270 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE BYLAWS AND ARTICLES WERE UPDATED TO INCLUDE HOME HEALTH FOUNDATION, INC. (EIN: 22-2587225) AS AN ASSOCIATED MEMBER WITH THE RIGHT TO ONE BOARD SEAT. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF TRUSTEES SHALL CONSIST OF TWENTY-FOUR (24) PERSONS, WHO SHALL BE DESIGNATED OR ELECTED AT THE ANNUAL MEETING, OR AT ANY REGULAR MEETING OR SPECIAL MEETING CALLED FOR THE PURPOSE AS FOLLOWS AND SHALL BE COMPOSED AS FOLLOWS DURING THE PERIOD COMMENCING ON OCTOBER 1, 2018: - FOR SO LONG AS THE CORPORATION IS THE SOLE MEMBER OF CIRCLE, SEVEN (7) OF THE TRUSTEES SHALL BE DESIGNATED BY CIRCLE. - FOR SO LONG AS THE CORPORATION IS THE SOLE MEMBER OF TUFTS, SEVEN (7) OF THE TRUSTEES SHALL BE DESIGNATED BY TUFTS. - FOR SO LONG AS THE CORPORATION IS THE SOLE MEMBER OF HALLMARK HEALTH, SEVEN (7) OF THE TRUSTEES SHALL BE DESIGNATED BY MELROSEWAKEFIELD. - FOR SO LONG AS THE CORPORATION IS THE SOLE MEMBER OF HALLMARK HEALTH, ONE (1) OF THE TRUSTEES SHALL BE DESIGNATED BY HOME HEALTH FOUNDATION. - FOR SO LONG AS THE CORPORATION IS THE SOLE MEMBER OF EACH OF THE FOUNDING MEMBERS, ONE (1) PERSON JOINTLY DESIGNATED BY THE FOUNDING MEMBERS WHO SHALL NOT BE A TRUSTEE, OFFICER, EMPLOYEE, PHYSICIAN AFFILIATED WITH CIRCLE, TUFTS, MELROSEWAKEFIELD, OR HOME HEALTH FOUNDATION OR THEIR RESPECTIVE AFFILIATES. - THE CHIEF EXECUTVE OFFICER OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | WELLFORCE, INC'S 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN ACCORDANCE WITH INFORMATION PROVIDED BY THE FINANCE DEPARTMENT. THE FINANCE DEPARTMENT REVIEWED AND MADE RECOMMENDATIONS BASED UPON THE DRAFT PRIOR TO ITS PRESENTATION TO THE FULL BOARD OF DIRECTORS. BASED UPON THIS REVIEW, THE FINANCE DEPARTMENT FORMED A RECOMMENDATION TO THE BOARD OF DIRECTORS AS TO THE ACCEPTABILITY AND CONTENT OF THE FILING. ALL MEMBERS OF THE BOARD OF DIRECTORS WERE PROVIDED A COPY OF THE COMPLETED 990 BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | WELLFORCE, INC. FOLLOWS THE CONFLICT OF INTEREST POLICY OF LOWELL GENERAL HOSPITAL. ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT FOLLOWING THE POLICY OF LOWELL GENERAL HOSPITAL AS OUTLINED BELOW: ALL OFFICERS, BOARD MEMBERS, AND KEY EMPLOYEES ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. ANY ACTUAL OR POTENTIAL CONFLICTS ARE FORWARDED TO THE COMPLIANCE COMMITTEE FOR CONSIDERATION. IN THE EVENT OF AN ACTUAL OR POTENTIAL CONFLICT, THE CONFLICTED INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS OR DECISIONS RELATING TO THE MATTER. A COMPLIANCE COMMITTEE MEETING IS HELD EVERY OTHER MONTH TO ADDRESS CONCERNS. |
| FORM 990, PART VI, SECTION B, LINE 15 | WELLFORCE INC. DOES NOT DIRECTLY COMPENSATE ITS CEO OR ANY OTHER OFFICERS. COMPENSATION FOR THE CEO AND OTHER OFFICERS FOLLOWS THE PROCESS OF LOWELL GENERAL HOSPITAL AS OUTLINED BELOW: A THIRD PARTY CONSULTANT IS HIRED FOR AN INDEPENDENT ASSESSMENT OF APPROPRIATE SALARY RANGES FOR THE OFFICERS OF THE ORGANIZATION SUCH AS THE CEO, COO, AND CFO. THIS ASSESSMENT IS REVIEWED BY THE COMPENSATION COMMITTEE AND A RECOMMENDATION IS GIVEN TO THE EXECUTIVE COMMITTEE ON SALARY INCREASES AND BONUSES. |
| FORM 990, PART VI, SECTION C, LINE 19 | WELLFORCE, INC'S FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE MASSACHUSETTS'S ATTORNEY GENERAL'S WEBSITE. WELLFORCE, INC. DOES NOT MAKE ITS GOVERNING DOCUMENTS OR ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE 990 IS AVAILABLE ON THE MASSACHUSETT'S ATTORNEY GENERAL'S WEBSITE AND WWW.GUIDESTAR.ORG. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL CONSULTING FEES: PROGRAM SERVICE EXPENSES 13,175,153. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,175,153. |
| FORM 990, PART XI, LINE 9: | INTERENTITY NET ASSET TRANSFERS 26,781,056. TRANSFER INHERENT ASSETS FROM RELATED ORGANIZATIONS 119,905,606. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| LGH MEDICAL GROUP LLC | |||||||||
| 295 VARNUM AVE | LOWELL | MA | 01854 | 205671277 | MEDICAL SERVICES | MA | $0 | $0 | CIRCLE HEALTH PHYSICIANS INC |
| LGH CANCERCARE ASSOCIATES LLC | |||||||||
| 295 VARNUM AVE | LOWELL | MA | 01854 | 043483462 | MEDICAL SERVICES | MA | $0 | $0 | CIRCLE HEALTH PHYSICIANS INC |
| LGH WOMANHEALTH LLC | |||||||||
| 295 VARNUM AVE | LOWELL | MA | 01854 | 262057970 | MEDICAL SERVICES | MA | $0 | $0 | CIRCLE HEALTH PHYSICIANS INC |
| LGH MERRIMACK VALLEY CARDIOLOGY ASSOCIATES LLC | |||||||||
| 295 VARNUM AVE | LOWELL | MA | 01854 | 452014433 | MEDICAL SERVICES | MA | $0 | $0 | CIRCLE HEALTH PHYSICIANS INC |
| CIRCLE HEALTH URGENT CARE LLC | |||||||||
| 295 VARNUM AVE | LOWELL | MA | 01854 | 471122896 | MEDICAL SERVICES | MA | $0 | $0 | CIRCLE HEALTH PHYSICIANS INC |
| CIRCLE HEALTH PHARMACY LLC | |||||||||
| 295 VARNUM AVE | LOWELL | MA | 01854 | 001352934 | MEDICAL SERVICES | MA | $0 | $0 | CIRCLE HEALTH PHYSICIANS INC |
| LGH PROFESSIONAL SERVICES LLC | |||||||||
| 295 VARNUM AVE | LOWELL | MA | 01854 | 611844933 | MEDICAL SERVICES | MA | $0 | $0 | CIRCLE HEALTH PHYSICIANS INC |
| WELLFORCE CARE PLAN LLC | |||||||||
| 800 DISTRICT AVE | BURLINGTON | MA | 01803 | 001274839 | ACO | MA | $70,190 | $8,255,753 | WELLFORCE INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (46 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MELROSEWAKEFIELD HEALTHCARE INC | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 042767880 | HOSPITAL | MA | 501(C)(3) | LINE 3 | MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION | Yes (1) | |
| HALLMARK HEALTH MEDICAL ASSOCIATES INC | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 043140938 | MD OFFICES | MA | 501(C)(3) | LINE 10 | MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION | Yes (1) | |
| LM LONG TERM CARE SERVICES INC | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 042938772 | LONG-TERM CARE | MA | 501(C)(3) | LINE 12B, II | MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION | Yes (1) | |
| SAVIN LONG TERM CARE CORPORATION | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 043012616 | LONG-TERM CARE | MA | 501(C)(3) | LINE 10 | MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION | Yes (1) | |
| HALLMARK HEALTH VISITING NURSE ASSOCIATION AND HOSPICE INC | |||||||||||
| 178 SAVIN ST SUITE 300 | MALDEN | MA | 02148 | 042437064 | VISITING NURSE | MA | 501(C)(3) | LINE 10 | HOME HEALTH FOUNDATION INC | Yes (1) | |
| HALLMARK HEALTH PROPERTIES | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 222580542 | PROPERTY | MA | 501(C)(3) | LINE 12B, II | MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION | Yes (1) | |
| MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 042103587 | PARENT | MA | 501(C)(3) | LINE 12A, I | WELLFORCE INC | Yes (1) | |
| THE LOWELL GENERAL HOSPITAL | |||||||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | 042103590 | HEALTH CARE | MA | 501(C)(3) | LINE 3 | CIRCLE HEALTH INC | Yes (1) | |
| CIRCLE HEALTH PHYSICIANS INC | |||||||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | 273902914 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | CIRCLE HEALTH INC | Yes (1) | |
| LGH PHYSICIAN ASSOCIATES INC | |||||||||||
| ONE HOSPITAL DRIVE | LOWELL | MA | 01852 | 043190747 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | CIRCLE HEALTH PHYSICIANS INC | Yes (1) | |
| CIRCLE HEALTH INC | |||||||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | 222579798 | PARENT/SUPPORTING ORGANIZATION | MA | 501(C)(3) | LINE 12B, II | WELLFORCE INC | Yes (1) | |
| WELLFORCE INC | |||||||||||
| 1600 DISTRICT AVE SUITE 125 | BURLINGTON | MA | 01803 | 452250732 | PARENT/SUPPORTING ORGANIZATION | MA | 501(C)(3) | LINE 12A, I | 0 | N/A | |
| CNS NURSING HOME CARE INC | |||||||||||
| 847 ROGERS STREET SUITE 201 | LOWELL | MA | 01852 | 371836433 | HOME CARE SERVICES | MA | 501(C)(3) | LINE 10 | CIRCLE HOME INC | Yes (1) | |
| CIRCLE HOME INC | |||||||||||
| 847 ROGERS STREET SUITE 201 | LOWELL | MA | 01852 | 042103812 | HOME CARE SERVICES | MA | 501(C)(3) | LINE 10 | HOME HEALTH FOUNDATION INC | Yes (1) | |
| TUFTS MEDICAL CENTER PARENT INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 042810022 | FUNDRAISING, ADMIN. PLANNING & OTHER ACTIVITIES | MA | 501(C)(3) | LINE 12B, II | WELLFORCE INC | Yes (1) | |
| TUFTS MEDICAL CENTER INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043400617 | HOSPITAL SERVICES | MA | 501(C)(3) | LINE 3 | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| TUFTS MEDICAL CENTER REAL ESTATE COMPANY INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 042772654 | ACQUIRING REAL PROPERTY | MA | 501(C)(3) | LINE 12B, II | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| NEW ENGLAND LONG-TERM CARE INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 042912578 | PEDIATRIC LONG-TERM CARE FACILITY | MA | 501(C)(3) | LINE 3 | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| NEW ENGLAND QUALITY CARE ALLIANCE INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043040427 | MEDICAL PROGRAMS & SERVICES | MA | 501(C)(3) | LINE 12B, II | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| NEQCA ACCOUNTABLE CARE INC | |||||||||||
| 325 WOOD RD SUITE 210 | BRAINTREE | MA | 02184 | 800824142 | ACO | MA | 501(C)(3) | LINE 7 | NEW ENGLAND QUALITY CARE ALLIANCE INC | Yes (1) | |
| TUFTS MEDICAL CENTER COMMUNITY CARE INC | |||||||||||
| 325 WOOD RD SUITE 210 | BRAINTREE | MA | 02184 | 473046563 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| THE CAMERON M NEELY FOUNDATION | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043265628 | CHARITABLE | MA | 501(C)(3) | LINE 7 | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| HEART CENTER OF METROWEST INC | |||||||||||
| 99 LINCOLN STREET | FRAMINGHAM | MA | 01702 | 030390670 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT ANESTHESIOLOGY ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043418395 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT MEDICAL AND SURGICAL ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148397 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT NEUROLOGY ASSOICATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148384 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT OBGYN ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148385 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT OPHTHALMOLOGY ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148392 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT ORTHOPEDIC ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 205129051 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT OTOLARYNGOLOGY | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148381 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT PATHOLOGY ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148393 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT PEDIATRIC ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148394 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT PSYCHIATRIC ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148387 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT RADIOLOGY ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148388 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT RADIATION ONCOLOGY ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148389 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT REHABILITATION MEDICINCE | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148378 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT SURGICAL ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148376 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT UROLOGY ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148379 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| NEW ENGLAND MEDICAL CENTER | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043096445 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT MEDICAL GROUP INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 042743894 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| TUFTS MEDICAL CENTER PHYSICIANS ORG INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043044706 | ADMIN. | MA | 501(C)(3) | LINE 12B, II | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| CARDIOVASCULAR CENTER AT TUFTS MEDICAL CENTER INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 823315703 | MEDICAL SERVICES | MA | 501(C)(3) | LINE 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| HOME HEALTH FOUNDATION INC | |||||||||||
| 360 MERRIMACK STREET | LAWRENCE | MA | 01843 | 222587225 | MANAGEMENT SERVICES | MA | 501(C)(3) | LINE 12B, II | WELLFORCE INC | Yes (1) | |
| HOME HEALTH VNA INC | |||||||||||
| 360 MERRIMACK STREET | LAWRENCE | MA | 01843 | 042435675 | HOME HEALTH CARE | MA | 501(C)(3) | LINE 10 | HOME HEALTH FOUNDATION INC | Yes (1) | |
| MERRIMACK VALLEY HOSPICE INC | |||||||||||
| 360 MERRIMACK STREET | LAWRENCE | MA | 01843 | 043024278 | HOSPICE SERVICES | MA | 501(C)(3) | LINE 10 | HOME HEALTH FOUNDATION INC | Yes (1) | |
| HOME CARE INC | |||||||||||
| 360 MERRIMACK STREET | LAWRENCE | MA | 01843 | 042854358 | HOME HEALTH SUPPORTIVE SERVICES | MA | 501(C)(3) | LINE 10 | HOME HEALTH FOUNDATION INC | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HALLMARK HEALTH INVESTMENTS LLC | ||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 020657666 | INVESTMENT | MA | MELROSEWAKEFIELD HEALTHCARE INC | EXCLUDED | 0 | 0 |
| MONTVALE PETCT LLC | ||||||||||
| 100 BAYVIEW CIRCLE SUITE 400 | NEWPORT BEACH | CA | 92660 | 270325022 | CAT SCAN | DE | MELROSEWAKEFIELD HEALTHCARE INC | RELATED | 0 | 0 |
| CIRCLE HEALTH ALLIANCE LLC | ||||||||||
| 295 VARNUM AVE | LOWELL | MA | 01854 | 800782682 | ACCOUNTABLE CARE ORGANIZATION | MA | CIRCLE HEALTH INC | RELATED | 0 | 0 |
| SHIELDS-TUFTS MEDICAL CENTER IMAGING MANAGEMENT LLC | ||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 320558307 | MEDICAL SERVICES (MRI) | MA | TUFTS MEDICAL CENTER INC | RELATED | 0 | 0 |
| MEDFORD LAWRENCE REAL ESTATE LLC | ||||||||||
| 55 CHRISTYS DRIVE | BROCKTON | MA | 02301 | 320553759 | MEDICAL OFFICE BUILDING | MA | MELROSEWAKEFIELD HEALTHCARE INC | RELATED | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| HALLMARK HEALTH ENTERPRISES INC | ||||||||||
| 585 LEBANON STREET | MELROSE | MA | 02176 | 042475660 | OTHER HEALTH SERVICES | MA | MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION | C | Yes (1) | |
| LAWRENCE MELROSE MEDICAL ELECTRONICS RECORD INC | ||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 421685777 | ELECTRONIC MEDICAL RECORDS | MA | MELROSEWAKEFIELD HEALTHCARE INC | C | 0 | |
| HALLMARK HEALTH PHO INC | ||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 461134759 | PHYSICIAN HOSPITAL ORGANIZATION | MA | MELROSEWAKEFIELD HEALTHCARE INC | C | 0 | |
| LGH SERVICES INC | ||||||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | 042854673 | MEDICAL SERVICES | MA | CIRCLE HEALTH INC | C | Yes (1) | |
| LGH MEDICAL BUILDING SERVICES INC | ||||||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | 043058954 | MEDICAL OFFICE BUILDING | MA | LGH SERVICES INC | C | Yes (1) | |
| LGH MANAGEMENT SERVICES INC | ||||||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | 042919244 | MEDICAL SERVICES | MA | LGH SERVICES INC | C | Yes (1) | |
| LGH MEDICAL SERVICES INC | ||||||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | 261889904 | MEDICAL SERVICES | MA | LGH SERVICES INC | C | Yes (1) | |
| WELLFORCE INDEMNITY COMPANY LTD | ||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 980444573 | CAPTIVE INSURANCE | TUFTS MEDICAL CENTER INC | C | Yes (1) | CJ | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE LOWELL GENERAL HOSPITAL | ||
| S | $11,115,594 | BOOK VALUE |
| TUFTS MEDICAL CENTER INC | ||
| S | $10,788,871 | BOOK VALUE |
| MELROSEWAKEFIELD HEALTHCARE INC | ||
| S | $4,876,591 | BOOK VALUE |
| HOME HEALTH FOUNDATION INC | ||
| S | $3,775,604 | BOOK VALUE |
| THE LOWELL GENERAL HOSPITAL | ||
| D | $3,069,902 | BOOK VALUE |
| TUFTS MEDICAL CENTER INC | ||
| D | $882,362 | BOOK VALUE |
| MELROSEWAKEFIELD HEALTHCARE INC | ||
| D | $268,299 | BOOK VALUE |
| HOME HEALTH FOUNDATION INC | ||
| D | $125,000 | BOOK VALUE |
| NEW ENGLAND QUALITY CARE ALLIANCE | ||
| E | $5,298,649 | BOOK VALUE |
| CIRCLE HEALTH INC | ||
| E | $866,320 | BOOK VALUE |
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