POINT32HEALTH FOUNDATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
POINT32HEALTH FOUNDATION INC (EIN 26-1374263)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202043179349307134
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-12T15:46:36-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12100 ONE PPG PLACEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261374263EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TUFTS HEALTH PLAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% UMESH KURPADInCareOfNm
Business Name ControlTUFTBusinessNameControlTxt
Phone6179729400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1705 MOUNT AUBURN STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024721508ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonED TEXERIAPersonNm
Person TitleVP, CONTROLLERPersonTitleTxt
Phone6179729400PhoneNum
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer Personeileen webbPreparerPersonNm
PTINP01641852PTIN
Phone4126447800PhoneNum
Preparation2020-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.186.87.208IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id04750420203175000030FederalOriginalSubmissionId
Federal Original Submission Id2020-11-12FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA5F2FECDAE8DB169B1E75CE6C5EFBEE0D18B6ED7AtSubmissionCreationDeviceId
At Submission Filing Device IdA5F2FECDAE8DB169B1E75CE6C5EFBEE0D18B6ED7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNORA MORENO CARGIEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1705 Mount Auburn StreetAddressLine1Txt
CityWatertownCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024721508ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$12,282,851GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TUFTSHEALTHPLANFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionThe Foundation's mission is to improve the health and wellness of the health and wellness of the diverse communities we serve. See Schedule O.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,800,000PYContributionsGrantsAmt
CY Contributions Grants$5,000,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,798,660PYInvestmentIncomeAmt
CY Investment Income$2,885,480CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,598,660PYTotalRevenueAmt
CY Total Revenue$7,885,480CYTotalRevenueAmt
PY Grants And Similar Paid$3,998,630PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,179,367CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$871,751PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$922,636CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$636,822PYOtherExpensesAmt
CY Other Expenses$555,551CYOtherExpensesAmt
PY Total Expenses$5,507,203PYTotalExpensesAmt
CY Total Expenses$6,657,554CYTotalExpensesAmt
PY Revenues Less Expenses$2,091,457PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,227,926CYRevenuesLessExpensesAmt
Total Assets BOY$72,878,442TotalAssetsBOYAmt
Total Assets EOY$107,159,016TotalAssetsEOYAmt
Total Liabilities BOY$350,145TotalLiabilitiesBOYAmt
Total Liabilities EOY$666,748TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$72,528,297NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$106,492,268NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,833,753ExpenseAmt
Grant$1,515,345GrantAmt
DescSystems & Best Practices Grants (See Schedule O).Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,210,122ExpenseAmt
Grant$1,000,000GrantAmt
Desc40 year anniversary grants (See Schedule O).Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,001,215ExpenseAmt
Grant$827,367GrantAmt
DescCorporate Citizenship (See Schedule O).Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,205,603ExpenseAmt
Grant$1,836,655GrantAmt
DescCollaboration and community (See schedule O)Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,205,603TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,836,655TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$6,250,693TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document13IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryBDForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonUMESH KURPADPersonNm
Phone6179729400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1705 MOUNT AUBURN STREETAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
THOMAS CROSWELL
FDN DIRECTOR/CEO TAHMO5.045.0Yes (X)$0$2,439,193$245,158
UMESH KURPAD
CFO0.050.0$0$1,158,318$151,182Yes (X)
MARY MAHONEY
CLERK0.050.0$0$822,715$108,430Yes (X)
LYDIA GREENE
FDN DIR/SVP CHRO0.050.0Yes (X)$0$679,226$70,833
KRISTIN LEWIS
FDN DRCTOR/SVP CHPAO(BEG 6/19)0.050.0Yes (X)$0$575,201$166,619
ROLAND PRICE
TREASURER0.050.0$0$490,166$101,405Yes (X)
NORA MORENO CARGIE
PRESIDENT/DIRECTOR50.00.0Yes (X)$0$489,328$69,129Yes (X)
STACEY MANN
SR MANAGER, CORP CITIZENSHIP50.00.0$0$128,429$49,766Yes (X)
ALRIE DANIELCYK
SENIOR COMMUNICATIONS OFFICER50.00.0$0$131,904$34,663Yes (X)
PHILLIP GONZALEZ
SENIOR PROGRAM OFFICER50.00.0$0$143,467$22,491Yes (X)
THOMAS O'NEILL
DIRECTOR3.04.0Yes (X)$5,000$66,500$0
CHARLOTTE GOLAR RICHIE
DIRECTOR1.03.0Yes (X)$4,000$63,000$0
SARAH SLATER
DIRECTOR1.00.0Yes (X)$4,000$0$0
BENJAMIN PERKINS
DIRECT0R (BEG 6/19)1.00.0Yes (X)$3,000$0$0
JO ANN SIMONS
DIRECTOR (BEG 6/19)1.00.0Yes (X)$3,000$0$0
MARY SKELTON ROBERTS
DIRECTOR (BEG 6/19)1.00.0Yes (X)$3,000$0$0
VINCENT MOR
DIRECTOR1.00.0Yes (X)$2,500$0$0
GEORGE A RUSSELL
DIRECTOR1.00.0Yes (X)$2,500$0$0
DAVID S GREEN
DIRECTOR (END 6/19)0.50.0Yes (X)$1,000$0$0
JACKIE JENKINS-SCOTT
DIRECTOR (END 6/19)0.50.0Yes (X)$1,000$0$0
YVONNE GOLDSBERRY
DIRECTOR1.00.0Yes (X)$0$0$0
STEVEN TOLMAN
DIRECTOR1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$29,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$7,187,447TotReportableCompRltdOrgAmt
Total Other Compensation$1,019,676TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$5,000,000RelatedOrganizationsAmt
Total Contributions$5,000,000TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$289,819TotalRevenueColumnAmt
Exclusion$289,819ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,993,032SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,397,371SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,595,661SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,595,661TotalRevenueColumnAmt
Exclusion$2,595,661ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,885,480TotalRevenueColumnAmt
Exclusion$2,885,480ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,179,367TotalAmt
Program Services$5,179,367ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$29,000TotalAmt
Management And General$29,000ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$682,261TotalAmt
Program Services$682,261ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$211,375TotalAmt
Program Services$211,375ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,993TotalAmt
Management And General$34,993ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$176,723TotalAmt
Management And General$176,723ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$128,611TotalAmt
Program Services$102,889ProgramServicesAmt
Management And General$25,722ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,678TotalAmt
Management And General$15,678ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,283TotalAmt
Management And General$8,283ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,692TotalAmt
Program Services$12,692ProgramServicesAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$22,327TotalAmt
Management And General$22,327ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$36,185TotalAmt
Management And General$36,185ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$38,945TotalAmt
Management And General$38,945ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,477TotalAmt
Management And General$3,477ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
LICENSING FEES$45,486$36,389$9,097
OTHER EXPENSES$32,151$25,721$6,430

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,657,554TotalAmt
Program Services$6,250,693ProgramServicesAmt
Management And General$406,860ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,133,931BOYAmt
EOY$72,416EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,152BOYAmt
EOY$5,602EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$9,521,910BOYAmt
EOY$15,043,776EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$61,219,449BOYAmt
EOY$92,037,222EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$72,878,442BOYAmt
EOY$107,159,016EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$266,590BOYAmt
EOY$583,702EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$83,555BOYAmt
EOY$83,046EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$350,145BOYAmt
EOY$666,748EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$72,528,297BOYAmt
EOY$106,492,268EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,528,297BOYAmt
EOY$106,492,268EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$72,878,442BOYAmt
EOY$107,159,016EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,227,926ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$12,700,334NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$20,035,711OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN042674079EIN
Organization Type5OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (true)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (true)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (true)SuprtExclusivelySec170c2BInd
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (true)SupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE A, PART IV, LINE 3BFormAndLineReferenceDesc
ExplanationTUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. FURNISHED A COPY OF ITS DETERMINATION LETTER AND COMPLETED A PRO FORMA SCHEDULE A, PART III CALCULATION. FORM 990, SCHEDULE A, PART IV, LINE 3C TUFTS HEALTH PLAN FOUNDATION INVESTS IN COMMUNITIES THROUGH GRANT MAKING ON BEHALF OF TAHMO AND ADVANCES THE JOINT MISSION "TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE" BY MAKING GRANTS TO NONPROFIT ORGANIZATIONS. THE FOUNDATION'S PROCESS IS COMPREHENSIVE AND THOROUGH. DEPENDING ON TYPE OF GRANT, THE REVIEWS EITHER BEGIN WITH A LETTER OF INTENT AND/OR A FULL PROPOSAL. THESE SERVE AS THE BASIS OF A MUTUAL PERFORMANCE AGREEMENT AND FOR MONITORING GRANT ACTIVITY AND HOW FUNDS ARE USED. AN INDEPENDENT THIRD PARTY VERIFIES 501(C)(3) STATUS AND EVALUATES EACH ORGANIZATIONS FINANCES. GRANTS $50,000 OR LESS ARE APPROVED BY STAFF. GRANTS MORE THAN $50,000 ARE RECOMMENDED BY STAFF AND VOTED ON BY THE BOARD OF DIRECTORS. ONCE AWARDED, GRANTEES ARE REQUIRED TO SUBMIT PERIODIC REPORT(S). FORM 990, SCHEDULE A, PART IV, LINE 6 NO MONETARY SUPPORT IS PROVIDED TO TAHMO. THE FOUNDATION INVESTS IN THE COMMUNITY THROUGH GRANT MAKING ON BEHALF OF TAHMO AND ADVANCES THE JOINT MISSION "TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE." THE FOUNDATION PROVIDES GRANTS TO OTHER SECTION 501(C)(3) ORGANIZATIONS IN THE COMMUNITY TO SUPPORT BOTH THE EXEMPT PURPOSE OF TAHMO AND FULFILL THE FOUNDATION'S EXEMPT PURPOSE. ADDITIONALLY, THE FOUNDATION SUPPORTS COMMUNITIES THROUGH CORPORATE CITIZENSHIP EFFORTS WHICH INCLUDE VOLUNTEERING IN COMMUNITY THROUGH STRUCTURED ACTIVITIES; A MATCH PROGRAM THAT DOUBLES CONTRIBUTIONS MADE TO ELIGIBLE NONPROFITS BY EMPLOYEES, FOUNDATION BOARD MEMBERS AND TAHMO BOARD MEMBERS; AND ENTERPRISE-WIDE WORKPLACE GIVING OPPORTUNITIES. EMPLOYEES, FOUNDATION BOARD MEMBERS AND TAHMO BOARD MEMBERS; AND ENTERPRISE-WIDE WORKPLACE GIVING OPPORTUNITIES.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescCOMMINGLED FUNDSDesc
Book Value$92,037,222BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$92,037,222TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$83,046Amt
FieldValueIRS element (for citing)
Total Liability$83,046TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$20,409,092TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$12,700,334NetUnrealizedGainsInvstAmt
Revenue Not Reported$12,700,334RevenueNotReportedAmt
Revenue Subtotal$7,708,758RevenueSubtotalAmt
Investment Expenses Not Incld$176,723InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$176,723RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,885,480TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,480,831TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$6,480,831ExpensesSubtotalAmt
Investment Expenses Not Incld2$176,723InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$176,723ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,657,554TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE D, PART X, LINE 2FormAndLineReferenceDesc
ExplanationASC 740 (FKA FIN 48) FOOTNOTE IN 2019, THE AUDITED FINANCIAL STATEMENTS FOR THE FOUNDATION DID NOT DISCLOSE AN ASC 740 FOOTNOTE.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedInvestmentsTypeOfActivitiesConductedTxt
Region Total Expenditures$11,414,021RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$11,414,021SubtotalSpentAmt
Total Spent$11,414,021TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (149 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Agency on Aging of South Central CT
117 Washington AveNorth HavenCT06473060915531501(C)(3)$10,000One-time, general operating grant to support nonpr
Alzheimer's Disease & RLTd Disorders Assoc
245 Waterman STProvidenceRI02906133039601501(C)(3)$302,320RI Alzheimers Disease and Related Dementia Forums berkshires
Arc Massachusetts Inc
217 SOUTH STWALTHAMMA024532710042223502501(C)(3)$5,530Expanding Knowledge about Intellectual and Develop
Belmont Day School Inc
55 Day School LnBelmontMA024782030042108347501(C)(3)$10,000#GivingTuesday based program
BLACK HERITAGE TRAIL OF NEW HAMPSHIRE INC
222 Court StPORTSMOUTHNH03802813921917501(C)(3)$10,000#GivingTuesday programing
Blue Hills Community Hlth Network Alliance (CHNA)
1120 HANCOCK STQUINCYMA021694313042468492501(C)(3)$54,010Blue Hills Regional Coordinating Council (BHRCC) implementation
Boston Foundation Inc
75 Arlington StBOSTONMA021163936042104021501(C)(3)$5,950Matching Gifts walking advocates
Brigham and Women's Hospital Inc
116 Huntington AVE 5th FLBOSTONMA02116042312909501(C)(3)$5,410#GivingTuesday
Cape Cod Foundation Inc
259 WILLOW STYARMOUTH PORTMA026751762510140462501(C)(3)$41,520Healthy Aging-Cape Cod: A 2-Year Assessment and Pl nutrition
Center for Food Equity & Economic Dvlpmnt
1718 CAPITOL AVEBRIDGEPORTCT066041531060647008501(C)(3)$10,000Healthy Connections: A comprehensive program bring response
Center for Latino Progress - CPRF
95 PARK STREETHARTFORDCT061062520061385027501(C)(3)$25,000One-time, general operating grant to support nonpr displacement
Center for Medicare Advocacy Inc
PO Box 350WillimanticCT06226061172509501(C)(3)$25,000One-time, general operating grant to support nonpr
Cheshire Medical Center
580 COURT STKEENENH034311718020354549501(C)(3)$40,000Promoting Age-Friendly Communities in Southwest Ne community BUILDING
Citizens' Housing and Planning Association
One Beacon StBOSTONMA02108046138418501(C)(3)$40,500Great Neighborhoods Zoning Reform Implementation
Clinica EsperanzaHope Clinic
60 Valley StreetOlneyvilleRI02909261714340501(C)(3)$25,000One-time, general operating grant to support nonpr friendly BOSTON
Coastline Elderly Services Inc
1646 PURCHASE STNEW BEDFORDMA027406819042622121501(C)(3)$80,000Age Friendly Greater New Bedford
Community Catalyst
One Federal St 5th FloorBostonMA02110043355127501(C)(3)$75,000Community Catalyst's Center for Consumer Engagemen for health
COMMUNITY HEALTH CHARITIES
1199 N FAIRFAX STALEXANDRIAVA223141452850258784501(C)(3)$9,750#GivingTuesday
Community Servings
179 Amory StJAMAICA PLAINMA021304529223154028501(C)(3)$6,180LifeSavor at home
COMMUNITY WORKS INC
1359 Hancock StQuincyMA02169042762623501(C)(3)$10,396#GivingTuesday friendly RI
Concord Area Trust for Community Housing
105 LOUDON RDCONCORDNH033015601020433505501(C)(3)$25,000One-time, general operating grant to support nonpr for aging
Concord Community Television
170 Warren StreetConcordNH033012942020503677501(C)(3)$10,000Let's Get Out and About
Connecticut Community Care Inc
43 ENTERPRISE DRIVEBRISTOLCT060107457061024632501(C)(3)$25,000One-time, general operating grant to support nonpr community
CT Community for Addiction Recovery
75 CHARTER OAK AVEHARTFORDCT061061903061584908501(C)(3)$25,000One-time, general operating grant to support nonpr alumni network
Connecticut Food Bank Inc
2 Research ParkwayWallingfordCT06492061063025501(C)(3)$25,000One-time, general operating grant to support nonpr project
Connecting for Children and Families
46 HOPE STWOONSOCKETRI028954210050475365501(C)(3)$25,000One-time, general operating grant to support nonpr housing
Coop Alliance for Seacoast TransporTATION
42 SUMNER DRDOVERNH038205451020362579501(C)(3)$18,550Alliance for Community Transportation
Cranston Senior Services
1070 CRANSTON STCRANSTONRI029207344223158215501(C)(3)$10,000Making Cranston a Dementia Friendly Community
Cristo Rey Boston High School Inc
100 Savin Hill AvenueBostonMA021251431562438544501(C)(3)$27,000Student Internship Program 2019-2020
Crossroads Rhode Island
160 BROAD STPROVIDENCERI029034028050259094501(C)(3)$30,000One-time, general operating grant to support nonpr conversations
Dana-Farber Cancer Institute & Jimmy Fund
10 Brookline Pl WBrooklineMA024457226042263040501(C)(3)$6,425Matching Gifts Cape Cod
DIMOCK COMMUNITY FOUNDATION INC
55 Dimock StreetRoxburyMA021191029043487827501(C)(3)$5,625#GivingTuesday
Dorchester Neighbors
44 PERCIVAL STBOSTONMA021221736831773275501(C)(3)$10,000Establish Communication and Outreach to Create a V in health
Eastern CT Area Agency on Aging Inc
19 OHIO AVENUENORWICHCT063601594060916608501(C)(3)$10,000One-time, general operating grant to support nonpr and transition
Elder Services of the Merrimack Valley Inc
280 Merrimack StLawrenceMA01843042545136501(C)(3)$243,171Promoting Age Friendly Communites community
End Hunger Connecticut
65 HUNGERFORD STHARTFORDCT061061425061545835501(C)(3)$25,000One-time, general operating grant to support nonpr
ENLACE DE FAMILIAS DE HOLYOKE
299 MAIN STHOLYOKEMA010405704043470427501(C)(3)$25,000One-time, general operating grant to support nonpr Northern, NH PTNR
Families in Transition- New Horizons
122 MARKET STMANCHESTERNH031011952020475414501(C)(3)$25,000One-time, general operating grant to support nonpr transit
Family & Children's Service of Greater Lynn
111 North Common StreetLynnMA01902042235959501(C)(3)$25,000One-time, general operating grant to support nonpr Lawrence
Family Service of Rhode Island
55 Hope StreetProvidenceRI02906050258858501(C)(3)$10,000Aging Creatively: Building Community and Fighting oral care
Friendly House Inc
36 WALL STWORCESTERMA016043740042104239501(C)(3)$25,000One-time, general operating grant to support nonpr network
Friends Forever Inc
1 MORGAN WAYDURHAMNH038243310020482213501(C)(3)$10,000Elder & Youth Collaborative Program Design access project
Friends of 2Life Communities Inc
30 Wallingford RoadBrightonMA021354708042607197501(C)(3)$15,370#GivingTuesday Kick-Off 2Life Communities Network
Friends of TJ2 Robotics Inc
PO Box 834BridgewaterMA023240834474739521501(C)(3)$5,500Volunteer Service Match
FRIENDS WAY
765 West Shore RoadWarwickRI02889050504841501(C)(3)$25,000One-time, general operating grant to support nonpr knowledge
Gibson Center for Senior Services
PO BOX 655N CONWAYNH038600655020351152501(C)(3)$10,000MWV Age-Friendly Community - Directory of Volunte Monadnock region
Grafton County Senior Citizens Council Inc
PO BOX 433LEBANONNH037660433237248316501(C)(3)$10,000Experience/Arts in Underserved Communities healthY aging
Granite State Organizing Project
383 BEECH STMANCHESTERNH031035350470873896501(C)(3)$25,000One-time, general operating grant to support nonpr Solider
Granite United Way
22 CONCORD STMANCHESTERNH031011817026006033501(C)(3)$10,000Census efforts in NH care access
Grantmakers In Aging Inc
2001 JFFRSN DVS HWYARLNGTNVA222023603134014982501(C)(3)$10,000#GivingTuesday initiative
GRTR Boston Chinese Golden Age CTR
75 KNEELAND STBOSTONMA021111906237181452501(C)(3)$10,000Memory Cafe for Asian Seniors PROGRAM
GreenRoots
227 MARGINAL ST FL1CHELSEAMA021503538812718273501(C)(3)$65,000A Diverse, Intergenerational Model for Equitable P implementation
Groundwork Lawrence Inc
50 ISLAND STREETLAWRENCEMA018401868043546770501(C)(3)$106,082Age-Friendly Lawrence healthy elders
Growing Places
325 LINDELL AVELEOMINSTERMA014535414100004885501(C)(3)$20,639Winchendon Community Food Project for Healthy Agin
Health Care For All Inc
One Federal ST 5th FLBostonMA02110043071598501(C)(3)$57,500Together For The People assessment
Health Equity Solutions
175 MAIN ST 3RD FLHARTFORDCT061061818465011055501(C)(3)$25,000One-time, general operating grant to support nonpr
Health Imperatives Inc
942 West Chestnut StreetBrocktonMA02301042609177501(C)(3)$25,000One-time, general operating grant to support nonpr to seniors
Healthcentric Advisors
235 PROMENADE STPROVIDENCERI029085763050487616501(C)(3)$9,993Self-Measured Blood Pressure Monitoring Project to friendly villages
Healthy Waltham Inc
510 MOODY STWALTHAMMA024530518461174988501(C)(3)$20,000Broadening Waltham Connections for Healthy Aging course
Hispanic Alliance of Southeastern CT
PO BOX 227NEW LONDONCT063206397020573328501(C)(3)$25,000One-time, general operating grant to support nonpr model
HomeStart Inc
105 CHAUNCY STREETBOSTONMA021111726043311270501(C)(3)$13,990#GivingTuesday
Honoring Choices Massachusetts
426 North AveWestonMA02493462165454501(C)(3)$25,000Honoring Choices Growth and Sustainability Plan infrastructure
Hope Hospice & Palliative Care Rhode Island
1085 N MAIN STPROVIDENCERI029045719510192422501(C)(3)$7,000#GivingTuesday support fund
Hope's Harvest RI
1005 MAIN STPAWTUCKETRI028607813204625643501(C)(3)$9,022Hope?s Harvest RI ? Sharing the Bounty with Aging
Horace Mann Educational Associates
8 FORGE PARK EASTFRANKLINMA020383157042300014501(C)(3)$34,991Smart Data for Better Health Care friendly communities
JDRF - Greater CT Western MA Chapter
20 Batterson Park RDFarmingtonCT06032231907729501(C)(3)$30,000#GivingTuesday
Jewish Family & Children's Service
1430 MAIN STWALTHAMMA024511623042104356501(C)(3)$28,814Building Cultural/Linguistic Capacity in Dementia Workplace match
Leukemia & Lymphoma Society
3 INTERNATL Dr Ste 200Rye BrookNY10573135644916501(C)(3)$9,720#GivingTuesday
LivableStreets Transportation Alliance
70 PACIFIC STCAMBRIDGEMA021394204300331222501(C)(3)$30,000Better Buses and Safer Streets for Older Adults on
LiveWell Alliance Inc
1261 S MAIN STPLANTSVILLECT064791750223068632501(C)(3)$10,000Increase the number of community-based Memory Caf Workplace match- LifeSavor
LMW Healthcare Inc
25 WELLS STWESTERLYRI028912922460543230501(C)(3)$10,000Age Friendly Westerly Action Team GIVING
Local Initiatives Support Corporation
146 Clifford StreetProvidenceRI02903133030229501(C)(3)$60,000Intergenerational Farmer's Market Project workplace match
Lynn Shelter Association
91 Liberty StreetLynnMA01901222603594501(C)(3)$10,000Art Therapy for Older Homeless Adults in Emergency program 18-19
MAB Community Services Inc
200 IVY STBROOKLINEMA024463907042109859501(C)(3)$40,000Ensuring Access for Seniors with Vision Loss and O
Manchester Community Health Center
145 HOLLIS STMANCHESTERNH031011235020458174501(C)(3)$10,000Integrated Geriatric Care Program to Stay Healthy
Massachusetts Association for Mental Health Inc
50 Federal St 6th FLBostonMA02110042104711501(C)(3)$90,000Public Education and Systems Orientation for Commu
MA Assoc of Councils on Aging
116 PLEASANT STEASTHAMPTONMA010272781045665057501(C)(3)$103,410Dementia Friendly Massachusetts - Scale and Sustai
MA Immigrant & Refugee Advocacy CoaliTION
105 Chauncy St STE 901BostonMA02111223115048501(C)(3)$53,200Give Liberty A Hand
Massachusetts Law Reform Institute
40 COURT STREET SUITE 800BOSTONMA02108046004303501(C)(3)$60,000Older Adult Nutrition Access Project workplace match
Massachusetts Public Health Association
14 Beacon StBostonMA02108042326503501(C)(3)$67,500Annual Conference
Massachusetts Senior Action Council
108 Myrtle STQuincyMA02171042760902501(C)(3)$80,000Senior Power Up for Health and Economic Security workplace match
MA Society for the Prevention of CrueltY
3815 WSHNGTN STJAMAICA PLNMA021303760042103596501(C)(3)$25,000One-time, general operating grant to support nonpr Achievers lunch
Meals on Wheels of Rhode Island Inc
70 BATH STREETPROVIDENCERI029080000050340723501(C)(3)$10,000Seniors Serving Seniors: Promoting volunteerism am info series
Minuteman Senior Services
26 Crosby StreetBedfordMA018034414042587212501(C)(3)$10,000Change of Condition Report Project evaluation
Montachusett Enterprise Center Inc
464 ABBOTT AVELEOMINSTERMA014535446432020718501(C)(3)$10,000Becoming an Age-Friendly Montachusett Region
MWVADC Memorial Elder Health Services Memorial Ho
3073 WHITE MT HWYN CONWAYNH038607101020222156501(C)(3)$10,000Dementia Destigmatized: Launching a Dementia-Frien
Nashua Children's Home
87 PALM STNASHUANH030603828020466392501(C)(3)$25,000One-time, general operating grant to support nonpr
Naugatuck Valley Project Inc
16 CHURCH STWATERBURYCT067022103222726260501(C)(3)$10,000Naugatuck Valley Intergenerational Housing Project
New Britain ROOTS Inc
PO BOX 853NEW BRITAINCT060500853464350118501(C)(3)$9,350Food is Love Project
New Futures
10 FERRY ST STE 307CONCORDNH033015081020525391501(C)(3)$25,000One-time, general operating grant to support nonpr
New Hampshire Catholic Charities
700 E INDUSTRL PRK DRMANCHESTERNH03109020222163501(C)(3)$25,120One-time, general operating grant to support nonpr
New Hampshire Legal Assistance
117 N STATE STCONCORDNH033014407020300897501(C)(3)$60,000New Hampshire Alliance for Healthy Aging Advocacy
Newtown Housing for the Elderly
3 NUNNAWAUK RDNEWTONCT064700000060937573501(C)(3)$10,000Gracefully Growing into the Future- Mind over Matt
North Central Area Agency on Aging
151 NEW PARK AVEHARTFORDCT061062172223059029501(C)(3)$10,000One-time, general operating grant to support nonpr
North Country Health Consortium
262 COTTAGE STLITTLETONNH035614143020503184501(C)(3)$25,000One-time, general operating grant to support nonpr
Old Colony Young Mens Christian Association
320 MAIN STREETBROCKTONMA023015340042125014501(C)(3)$60,000Healthy for Life
Operation ABLE of Greater Boston Inc
174 PORTLAND STREETBOSTONMA02114042761871501(C)(3)$28,500One-time, general operating grant to support nonpr
Our Neighbors' Table
PO BOX 592AMESBURYMA019130013043153941501(C)(3)$10,000Using SNAP to increase Senior Food Security
Partners for a Healthier Community
280 CHESTNUT STREETSPRINGFIELDMA01101043342182501(C)(3)$99,499LiveWell Springfield (LWS) Coalition Age Friendly
Progreso Latino Inc
626 BROAD STCENTRAL FALLSRI028632835050380608501(C)(3)$10,000Siempre Contigo-Creating a Dementia Friendly Centr
Project Citizenship
4 FANEUILS MRKETBOSTONMA021090000371769643501(C)(3)$10,000Citizenship Services for Older Clients
Rhode Island College Foundation
600 MT PLEASANT AVEPROVRI029081940056049721501(C)(3)$130,000Age-Friendly Rhode Island: 2020, 2021
Rhode Island Community Food Bank
200 NIANTIC AVEPROVIDENCERI029073150050395601501(C)(3)$37,500One-time, general operating grant to support nonpr
Rhode Island for Community and Justice
217 N MAIN STPROVIDENCERI02903753180937501(C)(3)$25,000One-time, general operating grant to support nonpr
Rhode Island Free Clinic Inc
655 BROAD STProvidenceRI029071444050501276501(C)(3)$25,400One-time, general operating grant to support nonpr
RHODE ISLAND KIDS COUNT INC
1 UNION STATIONPROVIDENCERI029031758061485449501(C)(3)$25,000One-time, general operating grant to support nonpr
Rhode Island Parent Information Network Inc
1210 PONTIAC AVECRANSTONRI029204490050457336501(C)(3)$85,000Piloting a Sustainable Payment Model for Rhode Isl
Rhode Island Public Health Foundation
121 S MAIN ST STE 810PROVIDENCERI02912050474726501(C)(3)$95,000Food on the Move ? Improving Sustainability
Rosie's Place Inc
889 HARRISON AVEBOSTONMA021184004042582187501(C)(3)$7,800#GivingTuesday
SAGE-RI
1 VIRGINIA AVEPROVIDENCERI02905061492199501(C)(3)$9,985Building Community with LGBT Seniors: An initiati
Saint Elizabeth Community
ONE SAINT ELIZABETH WAYE GRNWICHRI02874050258998501(C)(3)$50,000Support and Services at Home (SASH)
Saint Francis House Inc
39 BOYLSTON STBOSTONMA021164702222519129501(C)(3)$26,250One-time, general operating grant to support nonpr
Seacoast Family Promise
27 HAMPTON RDEXETERNH038334842020529881501(C)(3)$25,000One-time, general operating grant to support nonpr
Seacoast Village Project
PO BOX 182NEW CASTLENH038540182832155780501(C)(3)$10,000Build an engaged and sustainable volunteer base
SeniorCare Inc
5 BLACKBURN CTRGLOUCESTERMA019302259045665119501(C)(3)$61,397Age and Dementia Friendly Cape Ann (ADFCA)
Sojourner House
386 SMITH STPROVIDENCERI029083727050370419501(C)(3)$25,000One-time, general operating grant to support nonpr
Southern District YMCACamp Lincoln Inc
56 LINDEN STEXETERNH03833043383996501(C)(3)$10,000Senior Prescribe the Y
Southwest Boston Senior Services Inc
555 AMORY STJAMAICA PLAINMA021302652237304163501(C)(3)$41,450AgeWell Equality
Southwestern Connecticut Agency on Aging
1000 LAYFAYETTEBRDGEPRTCT066044715060916407501(C)(3)$10,000One-time, general operating grant to support nonpr
Springfield Day Nursery
1095 MAIN STSPRINGFIELDMA011032115042103855501(C)(3)$25,000One-time, general operating grant to support nonpr
Sustainable SNHPC Foundation
438 DUBUQUE STMANCHESTERNH031023546800449214501(C)(3)$23,800SNHPC Becoming Age-Friendly Communities Phase III
TransporT Assistance for Seacoast CitizENS
200 HIGH STHAMPTONNH038422286262869209501(C)(3)$8,050Peer Mentoring
The Children's Community Programs of CT
446 A BLAKE ST STE 100NEW HAVENCT06515061579606501(C)(3)$10,000Needs Assessment: Support for Grandparents and Ot
The GraniteYMCA
117 MARKET STMANCHESTERCT031011933020222248501(C)(3)$10,000Increasing Access to Critical Health and Wellness
The Greater Boston Food Bank Inc
70 S BAY AVEBOSTONMA021182700042717782501(C)(3)$8,782#GivingTuesday Greater Boston Food Bank
The Latino Health Insurance Program Inc
88 WAVERLY ST 1ST FLBOSTONMA021182700300614874501(C)(3)$25,000One-time, general operating grant to support nonpr
The Open DoorCape Ann Food Pantry Inc
28 EMERSON AVEGLOUCESTERMA01930222513482501(C)(3)$60,000MTGS (Medically Tailored Groceries for Seniors Pro
The Providence Village of Rhode Island
276 ANGELL STPROVIDENCERI02906473675451501(C)(3)$10,000Developing New Villages in Rhode Island
The Senior Agenda Coalition of Rhode Island
70 BATH STProvidenceRI029084849743261256501(C)(3)$60,000Senior Voices for Aging in Community-Years 4&5
The Towers Foundation
18 TOWER LANENEW HAVENCT065191764061331831501(C)(3)$10,000Klaatch: Reducing Loneliness by Turning Neighbors
The Trust for Public Land
101 MONTGOMERY STSAN FRANCISCOCA94104237222333501(C)(3)$6,750#GivingTuesday Trust for Public Land
TLC Family Resource Center
109 PLEASANT STCLAREMONTNH037432631522439830501(C)(3)$25,000One-time, general operating grant to support nonpr
Tri-County Community Action Program Inc
610 SULLIVAN STBERLINNH03570020267404501(C)(3)$10,000Age Friendly Health and Art Classes
TRUSTEES OF THE COLLEGE OF THE HOLY CROSS
1 COLLEGE STWORCESTERMA016102322042103558501(C)(3)$5,040#GivingTuesday
Union Chapel EdU & Cultural Institute
9 HUBBARD ROADNEWTONMA024582107833631791501(C)(3)$20,000#GivingTuesday
United Way of Massachusetts Bay Inc
51 SLEEPER STREETBOSTONMA02210042382233501(C)(3)$38,928#GivingTuesday
United Way of Western Connecticut Inc
301 MAIN STDANBURYCT068105861060646577501(C)(3)$10,000Age Well CT Ambassador Program
University of Massachusetts Foundation
225 FRANKLIN STBostonMA022102804046013152501(C)(3)$299,360Age-Friendly Boston Initiative: Continuation of Ph
University System of NH
5 CHENELL DR STE 301CONCORDNH033018522026000937501(C)(3)$75,000Strengthening the NH Alliance for Healthy Aging Co
Urban League of Eastern Massachusetts
88 WARREN STBOSTONMA021193208237349132501(C)(3)$17,750Workforce Development Programs
WalkBoston
45 SCHOOL STBOSTONMA021083206223061699501(C)(3)$70,000Walk with Us: A Celebration of Leadership
Watertown for All Ages
139 RUSSELL AVEWATERTOWNMA024723453462378728501(C)(3)$10,000Watertown for All Ages ? Transportation Initiative
Way Finders Inc
120 MAPLE STSPRINGFIELDMA011032203042518368501(C)(3)$70,000Flexing Civic Muscle for Equitable Infrastructure
Western Connecticut Area Agency on Aging
84 PROGRESS LANEWATERBURYCT067053863061182488501(C)(3)$20,000One-time, general operating grant to support nonpr
WestMass ElderCare
4 VALLEY MILL RDHOLYOKEMA01040042545848501(C)(3)$9,850Cuidadores Unidos (Caregivers United)
YMCA of Greater Boston
316 HUNTINGTON AVEBOSTONMA021155019042103551501(C)(3)$6,250#GivingTuesday
YMCA of Martha's Vineyard
111R EDGRTWN VNYRDVNYRD HVNMA025685699043293959501(C)(3)$10,000Exercise Your Heart in More Ways than One
Yoga4Change Inc
415 BROOKSVALE AVEHAMDENCT065181222471037229501(C)(3)$9,880Evidence-based Senior Yoga Curriculum Design
YWCA Boston
140 Clarendon StBostonMA02116042103548501(C)(3)$5,400Academy of Women Achiever's Awards
FieldValueIRS element (for citing)
Total501c3 Org149Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceForm 990, Schedule IFormAndLineReferenceDesc
ExplanationDESC OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS. TUFTS HEALTH PLAN FOUNDATION INVESTS IN COMMUNITIES BY MAKING GRANTS TO NONPROFIT ORGANIZATIONS. THE FOUNDATION'S PROCESS IS COMPREHENSIVE AND THOROUGH. DEPENDING ON TYPE OF GRANT, THE REVIEWS EITHER BEGIN WITH A LETTER OF INTENT AND/OR A FULL PROPOSAL. THESE SERVE AS THE BASIS OF A MUTUAL PERFORMANCE AGREEMENT AND FOR MONITORING GRANT ACTIVITY AND HOW FUNDS ARE USED. AN INDEPENDENT THIRD PARTY VERIFIES 501C3 STATUS AND EVALUATES EACH ORGANIZATIONS FINANCES. GRANTS $50,000 OR LESS ARE APPROVED BY STAFF. GRANTS MORE THAN $50,000 ARE RECOMMENDED BY STAFF AND VOTED ON BY THE BOARD OF DIRECTORS. ONCE AWARDED, GRANTEES ARE REQUIRED TO SUBMIT PERIODIC REPORT(S).ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsYes (true)CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
THOMAS CROSWELL
FDN DIRECTOR/CEO TAHMO$0$1,113,102$0$1,162,696$0$163,395$0$238,342$0$6,816$0$2,684,351$0$159,251
UMESH KURPAD
CFO$0$550,755$0$528,691$0$78,872$0$136,853$0$14,329$0$1,309,500$0$81,531
MARY MAHONEY
CLERK$0$422,363$0$343,914$0$56,438$0$108,315$0$115$0$931,145$0$53,414
LYDIA GREENE
FDN DIR/SVP CHRO$0$344,863$0$289,667$0$44,696$0$63,616$0$7,217$0$750,059$0$0
KRISTIN LEWIS
FDN DRCTOR/SVP CHPAO(BEG 6/19)$0$297,341$0$249,751$0$28,109$0$146,268$0$20,351$0$741,820$0$0
ROLAND PRICE
TREASURER$0$272,218$0$179,653$0$38,295$0$83,715$0$17,690$0$591,571$0$31,995
NORA MORENO CARGIE
PRESIDENT/DIRECTOR$0$279,819$0$184,669$0$24,840$0$54,849$0$14,280$0$558,457$0$33,260
PHILLIP GONZALEZ
SENIOR PROGRAM OFFICER$0$134,926$0$9,869$0-$1,328$0$21,466$0$1,025$0$165,958$0$0
ALRIE DANIELCYK
SENIOR COMMUNICATIONS OFFICER$0$122,553$0$8,974$0$377$0$34,207$0$456$0$166,567$0$0
STACEY MANN
SR MANAGER, CORP CITIZENSHIP$0$131,485$0$10,747$0-$13,803$0$28,956$0$20,810$0$178,195$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE J, PART I, LINE 3SUPPLEMENTAL COMPENSATION INFORMATION THE FOUNDATION USES THE COMPENSATION POLICIES OF ITS SOLE MEMBER, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). SCHEDULE J, PART I, LINE 4B THE RELATED ORGANIZATION MAINTAINS AN EXECUTIVE SAVINGS PLAN (ESP) FOR ITS SENIOR MANAGERS WITH THE TITLE DIRECTOR AND ABOVE. THE NUMBERS LISTED ON SCHEDULE J PART II COLUMN C REFLECT BOTH THE EMPLOYEE DEFERRALS AS WELL AS THE EMPLOYER CONTRIBUTIONS TO THE ESP.
form 990, schedule j, part i, line 6bSUPPLEMENTAL COMPENSATION INFORMATION THE BELOW OFFICERS AND/OR DIRECTORS OF TUFTS HEALTH PLAN FOUNDATION, INC. ARE ELIGIBLE TO PARTICIPATE IN AN EXECUTIVE INCENTIVE PLAN BECAUSE OF THEIR ROLES AT TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. THE EMPLOYEES WHO PARTICIPATE IN THIS PLAN ARE: - ROLAND PRICE - NORA MORENO CARGIE - UMESH KURPAD - MARY O'TOOLE MAHONEY - THOMAS CROSWELL - LYDIA GREENE - KRISTIN LEWIS

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1ORGANIZATION'S MISSION TO PROVIDE COMMUNITY BENEFITS ABOVE AND BEYOND ITS REGULAR LINES OF BUSINESS, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO) ESTABLISHED THE TUFTS HEALTH PLAN FOUNDATION, A 501(C)(3) CHARITABLE AND SUPPORTING ORGANIZATION OF TAHMO. THE FOUNDATION LEVERAGES THE PLAN'S GREATEST ASSET-ITS PEOPLE-IN A MORE DELIBERATE WAY ON BEHALF OF COMMUNITY. ITS MISSION IS ALIGNED WITH THAT OF TUFTS HEALTH PLAN: TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE. THE FOUNDATION ACHIEVES THIS MISSION PRIMARILY THROUGH COMMUNITY INVESTMENTS, COMMUNITY ENGAGEMENT AT KEY STAKEHOLDER "TABLESCONVENING ACTIVITIES FOCUSED ON HEALTHY LIVING WITH AN EMPHASIS ON OLDER PEOPLE, PARTICULARLY THOSE IN UNDER-RESOURCED COMMUNITIES. TUFTS HEALTH PLAN FOUNDATION COLLABORATES WITH OLDER PEOPLE, CIVIC LEADERS AND NONPROFIT ORGANIZATIONS TO SUPPORT COMMUNITIES WORKING TO BE GREAT PLACES TO GROW UP AND GROW OLD. THE FOUNDATION EMPHASIZES COLLABORATION ACROSS SECTORS, FOCUSING ON INITIATIVES THAT ARE INCLUSIVE AND HONOR THE WORK ALREADY BEING DONE IN COMMUNITY. THE FOUNDATION IS AN ADVOCATE TO ADVANCE POLICIES AND BEST PRACTICES SHAPED BY OLDER PEOPLE; A CATALYST ACCELERATING CHANGES THAT IMPROVE ACCESS AND SERVICES; AND A CONVENER CREATING OPPORTUNITIES AND SPACE FOR ORGANIZATIONS/LEADERS TO WORK TOGETHER. WHEN CONTEMPLATING AGE-FRIENDLY COMMUNITY FUNDING, THE FOUNDATION CONSIDERS ACCESS TO COMMUNITY AND HEALTH CARE, HOUSING, TRANSPORTATION, SOCIAL PARTICIPATION, OUTDOOR SPACES AND BUILDINGS, RESPECT AND SOCIAL INCLUSION, CIVIC PARTICIPATION AND EMPLOYMENT, COMMUNICATIONS AND INFORMATION. THIS APPROACH RECOGNIZES THE WIDE RANGE OF RESOURCES OLDER PEOPLE PROVIDE, AS WELL AS THEIR CAPACITY TO ADDRESS ISSUES THAT AFFECT THEM, ANTICIPATES AND RESPONDS FLEXIBLY TO AGING-RELATED NEEDS AND PREFERENCES, RESPECTS OLDER PEOPLE'S DECISIONS AND LIFESTYLE CHOICES, PROTECTS THOSE WHO ARE MOST VULNERABLE, AND PROMOTES OLDER PEOPLE'S INCLUSION IN AND CONTRIBUTION TO ALL AREAS OF COMMUNITY LIFE. TO ADVANCE COMMUNITY WORK, THE FOUNDATION STRATEGICALLY ENCOURAGES MORE COLLABORATION FOR BROADER IMPACT AND SUPPORTS ORGANIZATIONS INTO SHARING BEST PRACTICES THAT LEAD TO IMPROVED COMMUNITY OUTCOMES. IN 2019, THE FOUNDATION MADE 134 GRANTS TOTALING MORE THAN $4.3 MILLION TO NONPROFIT ORGANIZATIONS WORKING TO IMPROVE HEALTHY LIVING WITH A FOCUS ON OLDER PEOPLE.
FORM 990, PART III, LINE 4ASYSTEMS & BEST PRACTICES GRANTS SUPPORT BEST PRACTICES AND SYSTEMS CHANGES TO ELIMINATE BARRIERS ADVERSELY AFFECTING OLDER PEOPLE. PROGRAMS CAN EXPAND, SCALE OR REPLICATE "BEST IN CLASS" COLLABORATIONS AND IDEAS THAT ADDRESS THE NEEDS OF OLDER PEOPLE IN COMMUNITY. COMMUNITY ENGAGEMENT AND INPUT SHOULD BE PRIORITIZED. FORM 990, PART III, LINE 4B 40 YEAR ANNIVERSARY GRANTS ONE-TIME, GENERAL OPERATING GRANTS TO SUPPORT NONPROFIT ORGANIZATIONS FOCUSED ON HEALTH EQUITY AND THE SOCIAL DETERMINANTS OF HEALTH. THESE GRANTS WERE IN RECOGNITION OF TUFTS HEALTH PLANS 40TH ANNIVERSARY AND ITS LONGSTANDING COMMITMENT TO COMMUNITY. FORM 990, PART III, LINE 4C CORPORATE CITIZENSHIP (WORKPLACE GIVING/SPONSORSHIPS) IN 2019, TUFTS HEALTH PLAN CONTINUED TO GROW ITS CORPORATE CITIZENSHIP PROGRAM. FACETS OF THE PROGRAM INCLUDED FOUNDATION INVESTMENTS IN COMMUNITY THROUGH GRANTS AND SPONSORSHIPS, A MATCH PROGRAM THAT SUPPORTS INDIVIDUAL VOLUNTEERING AND/OR FINANCIAL CONTRIBUTIONS TO QUALIFIED NON-PROFIT ORGANIZATIONS UP TO $500 ANNUALLY FOR EACH EMPLOYEE AND UP TO $5,000 ANNUALLY FOR MEMBERS OF THE TAHMO AND FOUNDATION BOARDS OF DIRECTORS; ADDITIONALLY THE FOUNDATION MATCHES UP TO $5,000 ANNUALLY FOR EMPLOYEES DIRECTOR-LEVEL AND ABOVE WHO SERVE ON BOARDS. ALSO, A MATCH INCENTIVE FOR TEAM-BASED VOLUNTEERING ENCOURAGES SERVICE TO COMMUNITY AND FOR EMPLOYEE PARTICIPATION IN FUNDRAISING IN THE ANNUAL WALKS TO END ALZHEIMER'S. THE CORPORATE CITIZENSHIP PROGRAM ALSO SUPPORTS A COMPANY-WIDE VOLUNTEER DAY, VOLUNTEER SERVICE OPPORTUNITIES THROUGHOUT THE YEAR, AND SCHOOL, FOOD AND CLOTHING DRIVES. FORM 990, PART III, LINE 4D COLLABORATION AND COMMUNITY ENGAGEMENT (LEADERSHIP FUND); MOMENTUM FUND MINI-GRANT PROGRAM; BUSINESS RESOURCE GROUPS (BRGs) GRANTS; POLICY & ADVOCACY GRANTS COLLABORATION AND COMMUNITY ENGAGEMENT (LEADERSHIP FUND):DESIGNED TO SUPPORT MULTIPLE COMMUNITY STAKEHOLDERS AND SECTORS TOWARD COMMON GOAL, SUPPORT FOR THIS WORK CONSIDERS CURRENT OR NEW ACTIVITIES THAT DIRECTLY OR INDIRECTLY LEAD TO AGE-FRIENDLY COMMUNITIES AND ADDRESS BARRIERS IN THE MOST VULNERABLE COMMUNITIES. MOMENTUM FUND: COMMUNITIES OFTEN FIND IT CHALLENGING TO SECURE RESOURCES TO SUPPORT EARLY-STAGE INITIATIVES AND PROMISING EFFORTS. THE FOUNDATION CREATED THE MOMENTUM FUND TO ADDRESS THIS GAP. THE MOMENTUM FUND OFFERS SMALLER GRANTS THAT ENERGIZE INNOVATION TO SUPPORT COMMUNITIES PURSUING AND/OR ADVANCING AGE- OR DEMENTIA-FRIENDLY EFFORTS. BUSINESS RESOURCE GROUPS (BRGS): THE TUFTS HEALTH PLAN BRGS WERE ESTABLISHED TO CREATE OPPORTUNITIES FOR EDUCATION, MENTORING AND LEADERSHIP, TO SUPPORT DIVERSE COMMUNITIES THROUGH VOLUNTEERING, AND TO FOSTER A CULTURE OF RESPECT AND INCLUSION. THESE GRANTS ARE THE RESULT OF A COLLABORATION BETWEEN THE FOUNDATION AND THE BRGS TO STRENGTHEN COMMUNITY CONNECTIONS. POLICY & ADVOCACY GRANTS THE FOUNDATION SUPPORTS POLICY AND/OR SYSTEMS-LEVEL CHANGE LEADING TO AGE-FRIENDLY COMMUNITIES. THESE ACTIVITIES ARE PURPOSEFUL AND INTENTIONAL IN EDUCATING AND INFORMING DECISION-MAKERS; AND INCLUDE OLDER PEOPLE AS ESSENTIAL STAKEHOLDERS IN POLICY AND SYSTEMS CHANGE.
FORM 990, PART VI, LINE 2THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TUFTS ASSOCIATED HEALTH PLANS, INC: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TOTAL HEALTH PLAN, INC.: THOMAS CROSWELL UMESH KURPAD MARY MAHONEY ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TUFTS INSURANCE COMPANY: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TUFTS BENEFIT ADMINISTRATORS, INC: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TAHP BROKERAGE CORPORATION, INC: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER FOR INTEGRA PARTNERS HOLDINGS, INC.: THOMAS CROSWELL UMESH KURPAD
FORM 990, PART VI, LINE 3DESCRIPTION OF MANAGEMENT ARRANGEMENT THE FOUNDATION IS A SUPPORTING ORGANIZATION OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). TAHMO AND ITS SUBSIDIARY, TUFTS ASSOCIATED HEALTH PLANS, INC. (TAHP), PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO THE FOUNDATION.
FORM 990, PART VI, LINES 6A AND 7AMEMBERS TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. (TAHMO) AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, ELECTS THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY. FORM 990, PART VI, LINE 7B DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS TAHMO, AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE FOUNDATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS.
FORM 990, PART VI, LINE 11BPROCESS USED BY GOVERNING BODY TO REVIEW THE FORM 990 THE FORM 990 IS PREPARED IN THE TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.'S FINANCE DEPARTMENT, WITH ASSISTANCE FROM OUR EXTERNAL ACCOUNTANTS, ERNST & YOUNG. INFORMATION IS PROVIDED BY THE FOUNDATION STAFF, FINANCE DEPARTMENT, HUMAN RESOURCES DEPARTMENT, GOVERNANCE MANAGER, COMPLIANCE & PRIVACY OFFICER, AND INTERNAL LEGAL COUNSEL. CERTAIN SECTIONS OF THE FORM ARE REVIEWED BY A NUMBER OF SENIOR MANAGERS; OUR CHIEF FINANCIAL OFFICER REVIEWS THE FORM IN ITS ENTIRETY. ONCE THE FORM IS COMPLETE, IN NOVEMBER 2020, IT IS FORWARDED ON TO OUR BOARD OF DIRECTORS AND IT IS THEN SUBMITTED FOR FILING.
FORM 990, PART VI, LINEs 12CDESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST ON AN ONGOING BASIS AND BEFORE ANY GRANTS ARE AWARDED, ALL BOARD MEMBERS AND STAFF MEMBERS ARE ASKED TO DISCLOSE ANY RELATIONSHIPS OR POTENTIAL CONFLICTS OF INTEREST WITH ANY GRANTEES OR BUSINESS PARTNERS. ALSO, THE FOUNDATION BOARD MEMBERS SUBMIT SIGNED ANNUAL CONFLICT DISCLOSURE STATEMENTS, WHICH ARE REVIEWED WITH THE COMPLIANCE OFFICER. DURING THE GRANT REVIEW PROCESS, STAFF MEMBERS WITH AN ACTUAL OR POTENTIAL CONFLICT ARE PERMITTED TO COMMENT ON A PARTICULAR REQUEST, BUT DO NOT PARTICIPATE IN FINAL DECISIONS. BOARD CONFLICT DISCLOSURES ARE REPORTED PRIOR TO PORTFOLIO OF GRANTS BEING PRESENTED TO THE BOARD FOR VOTE, AND BOARD MEMBERS ARE AGAIN REQUESTED TO DISCLOSE ANY POTENTIAL CONFLICTS BEFORE A VOTE TAKES PLACE. ANY BOARD MEMBER WITH AN ACTUAL OR POTENTIAL CONFLICT IS PERMITTED TO COMMENT, BUT IS NOT ALLOWED TO VOTE ON THE PARTICULAR MATTER. FORM 990, PART VI, LINE 13 THE FOUNDATION HAS A WRITTEN WHISTLEBLOWER POLICY THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC., THE FOUNDATION'S SOLE MEMBER. FORM 990, PART VI, LINE 14 THE FOUNDATION HAS A WRITTEN DOCUMENT RETENTION POLICY THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC., THE FOUNDATION'S SOLE MEMBER.
FORM 990, PART VI, LINES 15A AND 15BTHE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE EMPLOYEES OF RELATED ORGANIZATIONS PROVIDE SERVICES TO THE FOUNDATION. THE PRESIDENT IS COMPENSATED SOLELY FOR HIS/HER DUTIES PERFORMED IN THE CAPACITY AS AN EXECUTIVE OF TAHMO AND TAHP. A PORTION OF HIS/HER COMPENSATION IS REMUNERATION FOR DUTIES RELATED TO THE TUFTS HEALTH PLAN FOUNDATION. THE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE BOARD OF DIRECTORS (THE "BOARD") OF TUFTS HEALTH PLAN, INC. (TUFTS HP OR THE "COMPANY") REVIEWS AND ADMINISTERS TOTAL REMUNERATION OPPORTUNITIES, POLICIES, PROGRAMS, AND MAJOR CHANGES IN TUFTS HP'S BENEFIT PLANS THAT ARE APPLICABLE TO THE OFFICERS AND EXECUTIVES OF THE COMPANY (THE "EXECUTIVES" - THESE INCLUDE THE CEO AND ALL SENIOR VICE PRESIDENTS), AS WELL AS TO THE GENERAL AUDITOR, CHIEF COMPLIANCE & ETHICS OFFICER, AND ANY OTHER INDIVIDUAL OR GROUPS THE COMMITTEE DEEMS APPROPRIATE BASED ON ITS INTERPRETATION OF THE DEFINITION OF "DISQUALIFIED PERSONS" IN SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986. THE COMMITTEE IS COMPRISED OF INDEPENDENT DIRECTORS OF THE COMPANY. THE COMMITTEE REPORTS TO THE FULL BOARD OF DIRECTORS. FOR CEO COMPENSATION, THE COMMITTEE REVIEWS THE INFORMATION DESCRIBED BELOW AND RECOMMENDS THE CEO'S COMPENSATION TO THE FULL BOARD FOR ITS APPROVAL. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION RECOMMENDATIONS FROM THE CEO FOR OTHER EXECUTIVES, AND PROVIDES A REPORT TO THE FULL BOARD ON THIS INFORMATION. IT IS THE BOARD'S INTENTION THAT THE COMMITTEE WILL PERFORM ITS DUTIES IN A MANNER THAT WILL ESTABLISH A PRESUMPTION THAT THE TOTAL REMUNERATION OFFERED TO EXECUTIVES AND OTHER "DISQUALIFIED PERSONS" ARE REASONABLE. COMPARABILITY DATA AND REASONABLENESS THE TOTAL REMUNERATION OPPORTUNITIES PROVIDED TO EXECUTIVES OF THE COMPANY ARE INTENDED TO BE COMPETITIVE WITH, AND IN REASONABLE COMPARISON TO, THOSE OPPORTUNITIES PROVIDED BY ORGANIZATIONS IN THOSE BUSINESS SECTORS WITH WHICH THE COMPANY COMPETES FOR EXECUTIVE TALENT. THE BOARD BELIEVES THAT SUCH COMPETITORS ARE NOT LIMITED TO OTHER HEALTHCARE INSTITUTIONS AND THAT COMPARISONS SHOULD BE MADE TO THE COMPENSATION PRACTICES OF A CROSS-SECTION OF BUSINESS SECTORS IN BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS, WHEN APPROPRIATE. THE COMMITTEE RETAINS INDEPENDENT COMPENSATION CONSULTANTS TO PROVIDE DATA AS NECESSARY, AND ALSO USES AVAILABLE SOURCES OF INDEPENDENT DATA ON COMPENSATION. PEER ORGANIZATIONS AND PUBLISHED SURVEY SOURCES WILL BE APPROVED BY THE COMMITTEE BASED ON ITS REASONABLE DETERMINATION. THE COMMITTEE MAY ALSO RELY ON MEMBERS OF MANAGEMENT AND OUTSIDE ADVISORS, CONSULTANTS, AND COUNSEL TO PROVIDE MARKET DATA REPORTS, ANALYSIS, AND OPINIONS WITH RESPECT TO COMPENSATION-RELATED MATTERS. THE DATA REVIEWED CONSISTS OF COMPARABLE, RELEVANT MARKET DATA FOR THE COMPANY'S POSITIONS FROM PUBLISHED SURVEYS, AND OTHER AVAILABLE SOURCES, OF HEALTH AND MANAGED CARE INSTITUTIONS AND THE GENERAL INDUSTRY. OTHER SURVEYS OF SPECIALIZED SKILL SETS OR EMPLOYEE ATTRIBUTES CRITICAL TO THE SUCCESS OF THE COMPANY, E.G., ACTUARIAL, LEGAL, ETC., ARE ALSO INCORPORATED AS NEEDED, ALONG WITH GEOGRAPHIC REFERENCES TO THE BOSTON AND NEW ENGLAND LABOR MARKETS. THE COMMITTEE WILL RELY ON THIS MARKET DATA TO ASSESS, DETERMINE, AND VALIDATE COMPENSATION LEVELS FOR THE COMPANY'S EXECUTIVES. THE COMMITTEE USES THIS DATA IN ITS REVIEW OF: - SETTING BASE SALARIES - IN LIGHT OF MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE, BACKGROUND, EXPERIENCES, AND PERSONAL SKILLS. BASE SALARY WILL BE SET SO THAT THE TARGETED POSITIONING OF AN EXECUTIVE IS AT THE 50TH PERCENTILE FOR EACH POSITION. ACTUAL BASE SALARY MAY VARY BASED ON SKILLS, BACKGROUND, AND EXPERIENCE. - ANNUAL INCENTIVE COMPENSATION - THE COMPANY'S GOAL IS TO PROVIDE COMPETITIVE AND REASONABLE OPPORTUNITIES UNDER THE TERMS OF AN EXECUTIVE ANNUAL INCENTIVE PLAN FOR THE SELECTED POSITIONS WHICH ARE RESPONSIBLE FOR ACHIEVING PERFORMANCE GOALS THAT REFLECT THE OVERALL MISSION OF THE COMPANY, AND THE STRATEGIC DIRECTION OF THE COMPANY FOR THE PERFORMANCE YEAR.THE COMMITTEE MAKES EVERY EFFORT TO ESTABLISH A PRESUMPTION THAT THE TOTAL REMUNERATION OPPORTUNITIES PROVIDED TO EXECUTIVES ARE REASONABLE; AS SUCH PRESUMPTION IS CONTEMPLATED IN SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME. IN ESTABLISHING THE PRESUMPTION OF REASONABLENESS, THE COMMITTEE MAY ENGAGE THE PROFESSIONAL SERVICES OF INDEPENDENT LEGAL COUNSEL, COMPENSATION EXPERTS, ACCOUNTANTS, AND OTHER EXPERTS AND ADVISORS. TIMING EXECUTIVE BENCHMARKING IS COMPLETED EVERY TWO YEARS FOR THOSE INDIVIDUALS UNDER THE COMPENSATION COMMITTEE'S PURVIEW BY THE EXTERNAL CONSULTANT ENGAGED BY THE COMPENSATION COMMITTEE. TO COMPLETE THE ANALYSIS, THE CONSULTANT: - COLLECTED RELEVANT INFORMATION REGARDING THE COMPANY'S OPERATIONS, COMPLEXITY, STRUCTURE, SIZE, AND SCOPE, AS WELL AS RELEVANT BACKGROUND ON THE EXECUTIVES' DUTIES AND SCOPE OF RESPONSIBILITIES; - DETERMINED THE SURVEY SOURCES TO USE IN THE ANALYSIS, BASED ON THE COMPANY'S COMPETITIVE MARKET FOR EXECUTIVE POSITIONS (AS DESCRIBED ABOVE); - MATCHED THE COMPANY'S EXECUTIVE POSITIONS IN THE SURVEYS BASED ON THE COMPANY'S SIZE COMPLEXITY, AND SCOPE, AS WELL AS ACCORDING TO SPECIFIC POSITION RESPONSIBILITIES AND REPORTING RELATIONSHIPS; - VALIDATED THE SURVEY SOURCES AND MARKET MATCHES WITH THE INTERNAL COMPENSATION TEAM TO ENSURE CONSISTENCY; - REVIEWED, COMPILED, AND SUMMARIZED THE DATA IN REPORT FORM. THE REPORT SUMMARIZING THE RESULTS OF THE ANALYSIS WAS PRESENTED TO THE COMPENSATION COMMITTEE FOR DISCUSSION AND DELIBERATION. DOCUMENTATION A SUMMARY OF THE DISCUSSIONS AND DELIBERATIONS OF THE COMMITTEE ARE DOCUMENTED IN THE MEETING MINUTES, WHICH ARE REVIEWED AND APPROVED BY THE COMMITTEE.COPIES OF ALL MEETING MATERIALS DISTRIBUTED PRIOR TO AND DURING THE MEETING ARE MAINTAINED IN THE CORPORATE RECORDS ALONG WITH MEETING MINUTES.
FORM 990, PART VI, LINE 19AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE AT ITS HEADQUARTERS IN WATERTOWN, MA. ALL REQUESTS CAN BE MADE TO THE CORPORATE COMMUNICATIONS OR FINANCE DEPARTMENTS.
FORM 990, PART VIISUPPLEMENTAL COMPENSATION INFORMATION STEVEN TOLMAN DID NOT EARN COMPENSATION IN 2019. IN LIEU OF COMPENSATION, TUFTS HEALTH PLAN FOUNDATION DONATED AN AMOUNT EQUIVALENT TO THE COMPENSATION HE WOULD HAVE OTHERWISE RECEIVED TO A DESIGNATED CHARITY.
FORM 990, PART XI, LINE 9CUMMULATIVE CHANGE IN ACCOUNTING PRINCIPLE $20,035,710

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Tufts Assoc Health Maintenance Org Inc
705 Mount Auburn StreetWatertownMA02472042674079HMOMA501(c)(4)N/ATHPIfalse
Tufts Health Public Plans Inc
705 Mount Auburn StreetWatertownMA02472800721489HMOMA501(c)(4)N/ATHPIfalse
Tufts Health Plan Inc
705 Mount Aubrun StreetWatertownMA02472814089215Health PlanMA501(c)(4)N/ANAfalse
Carepartners of Connecticut Inc
705 Mount Auburn StreetWatertownMA02472822604728HMOCT501(c)(4)N/ATAHMOfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Carepartners of CT Holdings LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1705 Auburn StreetAddressLine1Txt
CityWatertownCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02472ZIPCd
FieldValueIRS element (for citing)
EIN823129930EIN
Primary ActivitiesHolding CompaPrimaryActivitiesTxt
Legal Domicile StateCTLegalDomicileStateCd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
Tufts Associated Health Plans Inc
705 Auburn StreetWatertownMA02472042985923Management SERVICMATAHMOC CorpYes (true)
Intergra Partners Holdings Inc
100 Wall Street Suite 502New YorkNY10005453032233MED EQOT & SPPLSNYTAHMOC CorpYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Tufts Associated Health Maintenance Org
c$5,000,000Accrual
Tufts Associated Health Maintenance Org
q$832,000Accrual

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PART V, LINE 1PFormAndLineReferenceDesc
ExplanationREIMBURSEMENT PAID TO OTHER ORGANIZATION THE FOUNDATION REIMBURSES TAHMO FOR ALL PAYMENTS DIRECTLY RELATED TO THE FOUNDATION.ExplanationTxt

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