HOME CARE INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOME CARE INC (EIN 04-2854358)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-17
- IRS object ID
- 202012309349301566
- 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 | 2020-08-17T09:56:35-05:00 | 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 | 042854358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOME CARE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOME | BusinessNameControlTxt |
| Phone | 9785524000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MERRIMACK STREET BUILDING 9 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN GOMES | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9785524000 | 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 | 09:02:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AAFE5242E44AA74A98A743050A15125E154A43A4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6EBF32EC077803D5773B28E578504B4367373832 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN GOMES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MERRIMACK STREET BUILDING 9 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,895,781 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOMEHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | HOME CARE, INC.'S PRIMARY PURPOSES ARE TO PROVIDE HOME HEALTH CARE, HOMEMAKER AND PERSONAL CARE SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 310 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $131,160 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,989,091 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,860,184 | CYProgramServiceRevenueAmt |
| PY Investment Income | $283 | PYInvestmentIncomeAmt |
| CY Investment Income | $597 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,120,534 | PYTotalRevenueAmt |
| CY Total Revenue | $4,895,781 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,870,372 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,563,181 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,845 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,124,208 | PYOtherExpensesAmt |
| CY Other Expenses | $606,251 | CYOtherExpensesAmt |
| PY Total Expenses | $8,994,580 | PYTotalExpensesAmt |
| CY Total Expenses | $6,169,432 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,874,046 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,273,651 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,481,102 | TotalAssetsBOYAmt |
| Total Assets EOY | $343,729 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,600,143 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,739,570 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$4,119,041 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$5,395,841 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HOME CARE, INC.'S PRIMARY PURPOSES ARE TO PROVIDE HOME HEALTH CARE, HOMEMAKER AND PERSONAL CARE SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,608,172 | ExpenseAmt |
| Revenue | $4,860,184 | RevenueAmt |
| Desc | HOME HEALTH AIDE/PRIVATE DUTY - PROVIDES HEALTH CARE SERVICES TO PATIENTS WHO CAN BE CARED FOR AT HOME. | Desc |
| Total Program Service Expenses | $5,608,172 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 310 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EILEEN TREFONIDES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9785524000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 MERRIMACK STREET BUILDING 9 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01843 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN E GOMES | ||||||||
| PRESIDENT/CEO | 0.50 | 39.50 | Yes (X) | Yes (X) | $0 | $400,512 | $9,552 | |
| SCOTT A COLLINS | ||||||||
| CHAIR | 0.50 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA B SAGER | ||||||||
| CO VICE CHAIR | 0.50 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NAOMI PRENDERGAST | ||||||||
| CO VICE CHAIR | 0.50 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN GREEN | ||||||||
| TREASURER | 0.50 | 49.50 | Yes (X) | Yes (X) | $0 | $731,087 | $27,467 | |
| DEBRA S GRABOWSKI | ||||||||
| CLERK | 0.50 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN P CHEMALY | ||||||||
| TRUSTEE | 0.50 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KARA DOYLE | ||||||||
| TRUSTEE | 0.50 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| EDA GEORGE RN PH D | ||||||||
| TRUSTEE | 0.50 | 9.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL A HAYES JR | ||||||||
| TRUSTEE | 0.50 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JOEL B HELLMANN | ||||||||
| TRUSTEE | 0.50 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID W NESBITT | ||||||||
| TRUSTEE | 0.50 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN F PROCHILO | ||||||||
| TRUSTEE | 0.50 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN M SANDBERG | ||||||||
| TRUSTEE | 0.50 | 42.50 | Yes (X) | $0 | $242,077 | $6,277 | ||
| KEITH N SOUCIE | ||||||||
| TRUSTEE | 0.50 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MICHAEL WAGNER MD | ||||||||
| TRUSTEE | 0.50 | 39.50 | Yes (X) | $0 | $1,380,542 | $189,615 | ||
| JOSEPH WHITE | ||||||||
| TRUSTEE | 0.50 | 49.50 | Yes (X) | $0 | $1,324,761 | $20,921 | ||
| ELLEN ZAPPALA | ||||||||
| TRUSTEE (UNTIL 1/3/19) | 0.50 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE FARRAHER-SMITH | ||||||||
| CHIEF CLINICAL INTEGRATION OFFICER | 1.00 | 39.00 | Yes (X) | $0 | $345,397 | $24,837 | ||
| PAMELA STRELETSKY | ||||||||
| FORMER VP OF FINANCE | 0.00 | 0.00 | $0 | $307,504 | $26,641 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,731,880 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $305,310 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SENIOR HELPERS BOSTON NORTH | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 153 ANDOVER STREET SUITE 203 | AddressLine1Txt |
| City | DANVERS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TEMP STAFFING | ServicesDesc |
| Compensation | $122,044 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $35,000 | AllOtherContributionsAmt |
| Total Contributions | $35,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOME HEALTH AIDE | 621610 | $4,759,943 | $4,759,943 |
| MANAGEMENT FEES | 561000 | $100,241 | $100,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,860,184 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $597 | TotalRevenueColumnAmt |
| Exclusion | $597 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,895,781 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,860,184 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $597 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,225,050 | TotalAmt |
| Program Services | $4,093,655 | ProgramServicesAmt |
| Management And General | $131,395 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,053 | TotalAmt |
| Program Services | $43,606 | ProgramServicesAmt |
| Management And General | $5,447 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $968,028 | TotalAmt |
| Program Services | $860,270 | ProgramServicesAmt |
| Management And General | $107,758 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,050 | TotalAmt |
| Program Services | $311,615 | ProgramServicesAmt |
| Management And General | $9,435 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,688 | TotalAmt |
| Management And General | $1,688 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,746 | TotalAmt |
| Management And General | $5,746 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,390 | TotalAmt |
| Program Services | $110,015 | ProgramServicesAmt |
| Management And General | $151,832 | ManagementAndGeneralAmt |
| Fundraising | $1,543 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,766 | TotalAmt |
| Program Services | $7,766 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,968 | TotalAmt |
| Management And General | $3,968 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,384 | TotalAmt |
| Management And General | $28,384 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,480 | TotalAmt |
| Management And General | $19,480 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,971 | TotalAmt |
| Program Services | $154,362 | ProgramServicesAmt |
| Management And General | $609 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,888 | TotalAmt |
| Management And General | $7,888 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,452 | TotalAmt |
| Management And General | $17,452 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIP. RENTAL & MAINT. | $12,928 | $12,928 | ||
| TELEPHONE | $12,400 | $12,400 | ||
| PRINTING & PUBLICATIONS | $10,302 | $10,302 | ||
| PROGRAM SUPPLIES | $9,901 | $9,901 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,987 | TotalAmt |
| Program Services | $4,054 | ProgramServicesAmt |
| Management And General | $45,933 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,169,432 | TotalAmt |
| Program Services | $5,608,172 | ProgramServicesAmt |
| Management And General | $549,415 | ManagementAndGeneralAmt |
| Fundraising | $11,845 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,585 | BOYAmt |
| EOY | $21,436 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,309 | BOYAmt |
| EOY | $30,720 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $828,402 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,191 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,807 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $589,808 | BOYAmt |
| EOY | $291,573 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,481,102 | BOYAmt |
| EOY | $343,729 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,580 | BOYAmt |
| EOY | $205,391 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,176 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,036,387 | BOYAmt |
| EOY | $5,534,179 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,600,143 | BOYAmt |
| EOY | $5,739,570 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,119,041 | BOYAmt |
| EOY | -$5,395,841 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,119,041 | BOYAmt |
| EOY | -$5,395,841 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,481,102 | BOYAmt |
| EOY | $343,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,273,651 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$3,149 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $110,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,000 | CurrentTaxYearAmt |
| Total | $460,971 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,396,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,220,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,628,337 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,989,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,860,184 | CurrentTaxYearAmt |
| Total | $34,094,624 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,488,501 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,331,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,719,805 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,120,251 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,895,184 | CurrentTaxYearAmt |
| Total | $34,555,595 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $34,555,595 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $597 | CurrentTaxYearAmt |
| Total | $3,078 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,410 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $597 | CurrentTaxYearAmt |
| Total | $3,078 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,489,911 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,332,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,720,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,120,534 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,895,781 | CurrentTaxYearAmt |
| Total | $34,558,673 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99990 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATES | Desc |
| Book Value | $291,573 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $291,573 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $5,534,179 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,534,179 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $773,591 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$4,122,190 | OtherRevenueAmt |
| Revenue Not Reported | -$4,122,190 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,895,781 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,895,781 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,169,432 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,169,432 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,169,432 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | LOSS ON RE-VALUATION - WELLFORCE TRANSACTION -4,122,190. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN E GOMES | ||||||||||||||
| PRESIDENT/CEO | $0 | $302,600 | $0 | $97,912 | $0 | $0 | $0 | $9,552 | $0 | $0 | $0 | $410,064 | $0 | $0 |
| SUSAN GREEN | ||||||||||||||
| TREASURER | $0 | $540,301 | $0 | $155,461 | $0 | $35,325 | $0 | $8,250 | $0 | $19,217 | $0 | $758,554 | $0 | $0 |
| SUSAN M SANDBERG | ||||||||||||||
| TRUSTEE | $0 | $194,427 | $0 | $0 | $0 | $47,650 | $0 | $0 | $0 | $6,277 | $0 | $248,354 | $0 | $0 |
| DR MICHAEL WAGNER MD | ||||||||||||||
| TRUSTEE | $0 | $906,375 | $0 | $307,500 | $0 | $166,667 | $0 | $120,250 | $0 | $69,365 | $0 | $1,570,157 | $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 |
| DIANE FARRAHER-SMITH | ||||||||||||||
| CHIEF CLINICAL INTEGRATION OFFICER | $0 | $258,760 | $0 | $18,408 | $0 | $68,229 | $0 | $0 | $0 | $24,837 | $0 | $370,234 | $0 | $0 |
| PAMELA STRELETSKY | ||||||||||||||
| FORMER VP OF FINANCE | $0 | $181,308 | $0 | $0 | $0 | $126,196 | $0 | $6,945 | $0 | $19,696 | $0 | $334,145 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | SEVERANCE PAYMENTS PAID IN CALENDAR YEAR 2018: PAMELA STRELETSKY - $126,196 SECTION 457(F) RETIREMENT PLAN EMPLOYER DEFERRALS: DR. MICHAEL WAGNER, M.D. - $112,000 |
| PART I, LINE 7 | BONUSES ARE APPROVED BY THE BOARD, AND ARE BASED ON PERFORMANCE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | HOME HEALTH FOUNDATION, INC., ACTING THROUGH ITS BOARD OF TRUSTEES, SHALL BE THE SOLE MEMBER OF THE COPORTAION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER SHALL ELECT AND MAY REMOVE OR SUSPEND THE TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER SHALL HAVE THE RIGHT TO APPROVE EACH OF THE FOLLOWING ACTIONS OF THE BOARD OF TRUSTEES, AND SUCH ACTIONS BY THE BOARD SHALL NOT BE EFFECTIVE UNLESS AND UNTIL APPROVED BY THE MEMBER: A) THE ADOPTION OF ANNUAL OPERATING AND CAPITAL BUDGETS; B) THE ADOPTION OF ANY LONG RANGE PLANS OF THE CORPORATION; C) THE DECISION TO ESTABLISH A NEW PROGRAM OF SERVICE TO DISCONTINUE AN EXISTING PROGRAM; D) THE APPROVAL OF ANY BORROWING BY THE CORPORATION; E) THE EXPENDITURE, DISPOSITION, DONATION, OR ACQUISTION BY PURCHASE, LEASE OR OTHER MEANS, OF CORPORATE ASSETS, OTHER THAN IN THE ORDINARY COURSE OF BUDINESS OR BUDGETED ITEMS; F) THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANY OTHER CORPORATION AND THE FORMATION OR DISSOLUTION OF SUBSIDIARIES; G) THE CONDUCT OF ANY FUNDRAISING ACTIVITIES; H) THE SELECTION OR EMPLOYMENT OF LEGAL COUNSEL OR CERTIFIED PUBLIC ACCOUNTANTS, WHETHER FOR SPECIAL PROJECTS OR ON A REGULAR BASIS, AND; I) THE EXECUTION OF LEASES FOR EQUIPMENT OR REAL ESTATE, THE EXECUTION OF MAJOR CONTRACTS, AND THE APPROVAL OF INDIVIDUALS AUTHORIZED TO SIGN CHECKS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY MANAGEMENT, CHAIR AND TREASRUER OF THE BOARD OF TRUSTEES PRIOR TO SIGNING. PRIOR TO FILING, THE COMPLETE 990 IS PROVIDED TO THE ENTIRE BOARD VIA AN ONLINE SECURE PORTAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE CEO. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION STUDY OF SIMILAR POSITIONS IS PREPARED EVERY OTHER YEAR AND REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | LOSS ON RE-VALUATION - WELLFORCE TRANSACTION -4,122,190. ELIMINATE PRIOR UNRESTRICTED NET ASSETS DUE TO MERGER WITH WELLFORCE, INC. 4,119,041. |
Schedule R IRS990ScheduleR
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 MERRMIACK STREET | LAWRENCE | MA | 01843 | 222587225 | MANAGEMENT SERVICES | MA | 501(C)(3) | LINE 12B, II | WELLFORCE INC | Yes (1) | |
| HOME HEALTH VNA INC | |||||||||||
| 360 MERRMIACK 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 MERRMIACK STREET | LAWRENCE | MA | 01843 | 043024278 | HOSPICE SERVICES | MA | 501(C)(3) | LINE 10 | HOME HEALTH FOUNDATION INC | Yes (1) | |
| HOME CARE INC | |||||||||||
| 360 MERRMIACK STREET | LAWRENCE | MA | 01843 | 042854358 | HOME HEALTH SUPPORTIVE SERIVCES | 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 Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|
| WELLFORCE INDEMNITY COMPANY LTD | ||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 980444573 | CAPTIVE INSURANCE | CJ | TUFTS MEDICAL CENTER INC | C | Yes (1) | |
| HALLMARK HEALTH ENTERPRISES INC | ||||||||||
| 585 LEBANON STREET | MELROSE | MA | 02176 | 042475660 | OTHER HEALTH SERVICES | MELROSEWAKEFIELD HEALTHCARE PARENT CORPORATION | C | Yes (1) | MA | |
| LAWRENCE MELROSE MEDICAL ELECTRONICS RECORD INC | ||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 421685777 | ELECTRONIC MEDICAL RECORDS | MELROSEWAKEFIELD HEALTHCARE INC | C | 0 | MA | |
| HALLMARK HEALTH PHO INC | ||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 461134759 | PHYSICIAN HOSPITAL ORGANIZATION | MELROSEWAKEFIELD HEALTHCARE INC | C | 0 | MA | |
| LGH SERVICES INC | ||||||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | 042854673 | MEDICAL SERVICES | CIRCLE HEALTH INC | C | Yes (1) | MA | |
| LGH MEDICAL BUILDING SERVICES INC | ||||||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | 043058954 | MEDICAL OFFICE BUILDING | LGH SERVICES INC | C | Yes (1) | MA | |
| LGH MANAGEMENT SERVICES INC | ||||||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | 042919244 | MEDICAL SERVICES | LGH SERVICES INC | C | Yes (1) | MA | |
| LGH MEDICAL SERVICES INC | ||||||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | 261889904 | MEDICAL SERVICES | LGH SERVICES INC | C | Yes (1) | MA | |
| 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| HOME HEALTH FOUNDATION INC | |
| E | $3,804,633 |
| MERRIMACK VALLEY HOSPICE INC | |
| E | $1,729,546 |
| HOME HEALTH VNA INC | |
| D | $291,573 |
| HOME HEALTH VNA INC | |
| M | $199,836 |
| HOME HEALTH FOUNDATION INC | |
| L | $123,147 |
| HOME HEALTH VNA INC | |
| L | $127,879 |
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