2020-11-12T13:41:30-06:00 2019-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990 2019-01-01 042633274 THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC HEAL 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 JANICE B YOST EDD PRESIDENT AND CEO 5084380009 2020-11-12 1 BARBARA E KING P00005629 5087557107 2020-11-12 64.92.68.66 2020-11-12 12:28:09 ES P BA9330C4F65E466DA85BB67B957660A2D57B617D 954A65DB1995863A37271E4766999F33303993D7 2019 2021-04-22 16:20:28Z JANICE B YOST EDD 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 14303557 0 X HFCM.ORG X 1977 MA TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 12 12 6 0 55445 50089 0 0 0 0 4913834 3517954 223819 134376 5137653 3652330 2452443 2276599 0 0 774877 929386 0 0 0 1042911 937886 4270231 4143871 867422 -491541 69576032 78711218 693875 932585 68882157 77778633 TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 0 0 3121208 2276599 134376 TO PROVIDE FUNDING TO NON-PROFIT ORGANIZATIONS FOR THE PURPOSE OF IMPROVING THE HEALTH OF THOSE WHO LIVE AND WORK IN CENTRAL MASSACHUSETTS. 3121208 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 5 0 1 6 1 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 FRANCIS M SABA MHSA CHAIRMAN 2.00 X X 0 0 0 ANN K TRIPP MBA TREASURER 2.00 X X 0 0 0 ALEX CORRALES DIRECTOR 1.50 X 0 0 0 CAROLE M STEEN MSA DIRECTOR 1.50 X 0 0 0 GISELA VELEZ MD DIRECTOR 1.50 X 0 0 0 BARENT W WALSH PHD SECRETARY 2.00 X X 0 0 0 JUDGE TIMOTHY M BIBAUD VICE CHAIRMAN 1.50 X X 0 0 0 ANTHONY EMERSON DBA DIRECTOR 1.50 X 0 0 0 RANDALL BECKER CPA MBA DIRECTOR 1.50 X 0 0 0 DENNIS M DIMITRI MD DIRECTOR 1.50 X 0 0 0 SEJAL M DAGA MD DIRECTOR 1.50 X 0 0 0 J MICHAEL GRENON DIRECTOR 1.50 X 0 0 0 JANICE B YOST EDD PRESIDENT/ CEO 37.50 X 284642 0 24825 MICHELLE L EWING CONTROLLER 37.50 X 87027 0 25853 AMIE SHEI VICE PRESIDENT OF PROGRAMS 37.50 X 138059 0 27435 509728 0 78113 2 0 1 0 0 840240 840240 13273496 55445 10651227 0 2622269 55445 2677714 55445 2622269 OTHER INCOME 900099 134376 134376 134376 3652330 134376 55445 3462509 2276599 2276599 284642 213019 71623 441971 330849 111122 24386 18255 6131 130452 97653 32799 47935 35883 12052 3651 3651 21500 21500 724686 724686 2000 2000 24494 14696 9798 81252 48751 32501 18902 11341 7561 20714 12428 8286 8307 4984 3323 OUTSIDE SERVICES 36738 22043 14695 GRANT RELATED EXPENSES 29231 29231 PUBLICATIONS AND SPECIA 5793 3476 2317 OTHER EXPENSE 4111 4111 -43493 -43493 4143871 3121208 1022663 0 115170 134049 238581 167341 6954 7045 257404 246839 31279 10565 34835396 40408809 33981143 37605625 264280 239587 103229 138197 69576032 78711218 113744 122562 476902 671826 103229 138197 693875 932585 X 68882157 77778633 68882157 77778633 69576032 78711218 -491541 9388017 0 X 0 1 X 1 0 68683673 12295868 2307831 644828 133422 77893460 74148249 -2080633 2496564 631946 255433 68683673 66533319 10765544 2515119 431951 203544 74148249 66860403 3646956 2427556 1386610 159874 66533319 70411576 -153424 2610862 624178 162709 66860403 1.00000 0 0 257404 246839 10565 10565 INVESTMENT LIMITED PARTNERSHIPS 37605625 F 37605625 DEFERRED COMPENSATION PLAN 138197 138197 12259685 9388017 9388017 2871668 780662 780662 3652330 3363209 0 3363209 780662 780662 4143871 1 NORTH AMERICA 0 0 INVESTMENTS 2816941 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1305556 0 0 0 0 0 0 4122497 0 4122497 1 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 WORCESTER PUBLIC SCHOOLS 20 IRVING ST WORCESTER MA 01609 048001418 501(C)(3) 397282 BOOK WORCESTER HEARS, YEAR 4 QUABOAG VALLEY COMMUNITY DEVELOPMENT 23 WEST MAIN STREET 1 WARE MA 01082 043370097 501(C)(3) 28000 BOOK FINANCIAL FITNESS CLUB FITCHBURG STATE UNIVERSITY 160 PEARL STREET FITCHBURG MA 01420 046002284 501(C)(3) 408401 BOOK REIMAGINE NORTH OF MAIN, YEARS 4&5 HEALTH FOUNDATION FUND 446 MAIN STREET 20TH FL WORCESTER MA 01608 043521743 501(C)(3) 55000 BOOK WORCESTER HOMECOMING; THE HEALTH FOUNDATION FUND (TRIPP) TSNE MISSIONWORKS 89 SOUTH STREET SUITE 700 BOSTON MA 02111 042261109 501(C)(3) 513798 BOOK WORCESTER REGIONAL FOOD HUB, YEARS 3&4 SEVEN HILLS FOUNDATION 81 HOPE AVENUE WORCESTER MA 01603 042274992 501(C)(3) 109903 BOOK SUSTAINABLE FARMING: ACTIVATING HEALTH THROUGH SKILL BUILDING, EDUCATION, & COMMUNITY PARTNERSHIPS LUK INC 545 WESTMINSTER STREET FITCHBURG MA 01520 042483679 501(C)(3) 104648 BOOK TELEHEALTH IMPLEMENTATION NEIGHBOR TO NEIGHBOR MASSACHUSETTS 15 COURT STREET SUITE 345 BOSTON MA 02108 043507716 501(C)(3) 100800 BOOK OUR NEIGHBORS COUNT! - STRENGTHENING THE NEW MAJORITY'S CIVIC ENGAGEMENT CAPACITY THROUGH THE 2020 U.S. CENSUS COMMUNITY LEGAL AID 405 MAIN STREET 4TH FLOOR WORCESTER MA 01608 042446242 501(C)(3) 91482 BOOK COMMUNITY LEGAL AID; SAVING HOUSING OPPORTUNITIES IN WORCESTER SOUTH MIDDLESEX OPPORTUNITY COUNCIL 7 BISHOP STREET FRAMINGHAM MA 01702 042389659 501(C)(3) 84000 BOOK CREATION OF SOBER HOUSING IN FITCHBURG ASCENTRIA CARE ALLIANCE 11 SHATTUCK STREET WORCESTER MA 01606 043566243 501(C)(3) 81600 BOOK IMMIGRATION LEGAL ASSISTANCE PROGRAM ABBY'S HOUSE 52 HIGH STREET WORCESTER MA 01609 042648411 501(C)(3) 85012 BOOK COMMUNITY PARTNERSHIPS PROJECT; ABBY'S HOUSE (HYLTON) QUINSIGAMOND COMMUNITY COLLEGE 670 WEST BOYLSTON STREET WORCESTER MA 01606 042492727 501(C)(3) 45809 BOOK ORAL HEALTH CAREER PATHWAY GAAMHA INC 208 COLEMAN STREET GARDNER MA 01440 042437107 501(C)(3) 43288 BOOK PBS CLINICIAN FRIENDLY HOUSE 36 WALL STREET WORCESTER MA 01604 042104239 501(C)(3) 34160 BOOK REFRIGERATED FOOD VAN CITY TO SADDLE PO BOX 456 AUBURN MA 01501 201053861 501(C)(3) 5000 BOOK YOUTH DEVELOPMENT - CITY TO SADDLE AIDS PROJECT WORCESTER 85 GREEN STREET WORCESTER MA 01604 042970467 501(C)(3) 5000 BOOK AIDS PROJECT SERVICES BOYS AND GIRLS CLUB OF WORCESTER 65 BOYS GIRLS CLUB WAY WORCESTER MA 016102520 042105851 501(C)(3) 5000 BOOK KIDS CAFE PROGRAM PART I, LINE 2: THE HEALTH FOUNDATION AND THE GRANTEE SIGN A CONTRACT OUTLINING THE DELIVERABLES, PAYMENT, AND REPORTING REQUIREMENTS FOR THE PROJECT. TYPICALLY, PROJECT PROCESS EVALUATION REPORTS ARE SUBMITTED TO THE FOUNDATION MIDWAY THROUGH THE CONTRACT YEAR. A PROJECT SUMMARY REPORT IS ALSO REQUIRED TO BE SUBMITTED TO THE FOUNDATION APPROXIMATELY TWO MONTHS AFTER THE CONTRACT END DATE, OUTLINING THE RESULTS AND EXPENSES. IN ADDITION, MULTI-YEAR GRANTEES ARE REQUIRED TO MEET WITH FOUNDATION STAFF ON A QUARTERLY BASIS TO ASSESS PROJECT PROGRESS. THE ACTIVATION FUND GRANTEES ARE REQUIRED TO MEET WITH THE FOUNDATION STAFF ONCE DURING THE GRANT CONTRACT. X 1 1 X X X 0 1 0 0 0 0 0 0 0 JANICE B YOST EDD PRESIDENT/ CEO 240239 0 0 0 44403 0 9628 0 15197 0 309467 0 0 0 AMIE SHEI VICE PRESIDENT OF PROGRAMS 138059 0 0 0 0 0 5516 0 21919 0 165494 0 0 0 PART I, LINE 1A THE FOUNDATION PAYS FOR HEALTH CLUB MEMBERSHIP FOR THE PRESIDENT. PART I, LINE 4B THERE IS A DEFERRED COMPENSATION PLAN IN ACCORDANCE WITH IRC SECTION 457(B) FOR THE PRESIDENT. THE ORGANIZATION ACCRUED $14,460 TO THIS PLAN FOR THE CURRENT YEAR. THE CUMULATIVE BALANCE OF THE ACCRUED DEFERRED COMPENSATION AS OF YEAR-END IS $138,197. FORM 990, PART VI, SECTION B, LINE 11B THE HEALTH FOUNDATION STAFF EMAILS THE DOCUMENTS TO THE BOARD FOR REVIEW, QUESTIONS, AND COMMENTS. THE 990 IS THEN FILED AFTER THE BOARD HAS REVIEWED IT. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE BY STAFF AND DIRECTORS, WITH A REVIEW OF THE POLICY EVERY YEAR. FORM 990, PART VI, SECTION B, LINE 15 NO OFFICER OR DIRECTOR RECEIVES COMPENSATION EXCEPT FOR THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE REVIEWS SALARY DATA COMPILED BY THE "COUNCIL ON FOUNDATIONS" IN SETTING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL THE PRESIDENT/CEO'S SALARY AND BENEFITS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE WEBSITE OF THE COMMONWEALTH OF MASSACHUSETTS. FORM 990, PART X, LINE 13 DURING 2008, THE FOUNDATION LOANED $492,000 TO AN INTERMEDIARY FOR A PROGRAM-RELATED INVESTMENT. THE FUND IS TO BE USED FOR ACQUIRING AND DEVELOPING AFFORDABLE HOUSING FOR THE ADULT CHRONICALLY HOMELESS IN THE WORCESTER AREA. THE FUND IS ADMINISTERED BY AN INTERMEDIARY. THE BALANCE IN THIS FUND AT DECEMBER 31, 2019 AND 2018 TOTALED $239,586 AND $264,279, RESPECTIVELY. THE HEALTH FOUNDATION FUND INC 446 MAIN STREET 20TH FL WORCESTER MA 01608 043521743 TO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION. MA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE HEALTH FOUNDATION FUND INC N 81252 STANDARD ACCOUNTING PROCEDURES THE HEALTH FOUNDATION FUND INC O 9284 STANDARD ACCOUNTING PROCEDURES THE HEALTH FOUNDATION FUND INC B 55000 STANDARD ACCOUNTING PROCEDURES