POINT32HEALTH FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- POINT32HEALTH FOUNDATION INC (EIN 26-1374263)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349309248
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T14:19:05-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261374263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS HEALTH PLAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % UMESH KURPAD | InCareOfNm |
| Business Name Control | TUFT | BusinessNameControlTxt |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024721508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROLAND PRICE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6179729400 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | eileen webb | PreparerPersonNm |
| PTIN | P01641852 | PTIN |
| Phone | 4126447800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 164.57.159.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04750420193185000037 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4D246B334FDE1475AEF91B82CBC01055CBF82DD5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A5F2FECDAE8DB169B1E75CE6C5EFBEE0D18B6ED7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Thomas Croswell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Mount Auburn Street | AddressLine1Txt |
| City | Watertown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024721508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,794,407 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TUFTSHEALTHPLANFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | The Foundation's mission is to improve the health and wellness of the health and wellness of the diverse communities we serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,059,975 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,800,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,967,729 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,798,660 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,027,704 | PYTotalRevenueAmt |
| CY Total Revenue | $7,598,660 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,798,206 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,998,630 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $820,380 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $871,751 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $706,620 | PYOtherExpensesAmt |
| CY Other Expenses | $636,822 | CYOtherExpensesAmt |
| PY Total Expenses | $5,325,206 | PYTotalExpensesAmt |
| CY Total Expenses | $5,507,203 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,702,498 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,091,457 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,147,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,878,442 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,461,235 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $350,145 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,686,764 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $72,528,297 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,033,699 | ExpenseAmt |
| Grant | $1,643,305 | GrantAmt |
| Desc | Systems & Best Practices Grants (See Schedule O). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,234,390 | ExpenseAmt |
| Grant | $970,602 | GrantAmt |
| Desc | Policy and Advocacy Grants (See Schedule O). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $901,677 | ExpenseAmt |
| Grant | $708,990 | GrantAmt |
| Desc | Corporate Citizenship (See Schedule O). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $859,382 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $675,733 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,029,148 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMESH KURPAD | PersonNm |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| NORA MORENO CARGIE | |||||||||
| PRESIDENT/DIRECTOR | 50.0 | 0.0 | Yes (X) | Yes (X) | $0 | $423,118 | $97,405 | ||
| CHARLOTTE GOLAR RICHIE | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $4,000 | $21,000 | $0 | |||
| THOMAS A CROSWELL | |||||||||
| FNDN DIR/CEO OF TAHMO | 0.0 | 50.0 | Yes (X) | $0 | $2,040,778 | $181,001 | |||
| YVONNE GOLDSBERRY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID GREEN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $4,000 | $0 | $0 | |||
| LYDIA GREENE | |||||||||
| FNDN DIR/SVP CHRO | 0.0 | 50.0 | Yes (X) | $0 | $613,554 | $73,049 | |||
| JACKIE JENKINS-SCOTT | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $4,000 | $0 | $0 | |||
| VINCENT MOR | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $4,000 | $0 | $0 | |||
| THOMAS P O'NEILL III | |||||||||
| DIRECTOR | 3.0 | 2.0 | Yes (X) | $6,000 | $38,500 | $0 | |||
| GEORGE RUSSELL | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $3,500 | $0 | $0 | |||
| SARAH SLATER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $4,000 | $0 | $0 | |||
| STEVEN TOLMAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| UMESH KURPAD | |||||||||
| CFO | 0.0 | 50.0 | Yes (X) | $0 | $1,049,619 | $118,128 | |||
| Mary Mahoney | |||||||||
| Clerk | 0.0 | 50.0 | Yes (X) | $0 | $686,137 | $77,195 | |||
| ROLAND PRICE | |||||||||
| TREASURER | 0.0 | 50.0 | Yes (X) | $0 | $450,360 | $69,217 | |||
| Stacey Mann | |||||||||
| Sr Mgr, Corporate Citizenship | 50.0 | 0.0 | $0 | $138,816 | $27,851 | Yes (X) | |||
| Alrie Danielczyk | |||||||||
| Sr Communications Officer | 50.0 | 0.0 | $0 | $124,662 | $9,088 | Yes (X) | |||
| PHILLIP O GONZALEZ | |||||||||
| SENIOR PROGRAM OFFICER | 50.0 | 0.0 | $0 | $141,178 | $10,324 | Yes (X) | |||
| JAMES ROOSEVELT JR | |||||||||
| FORMER OFFICER | 0.0 | 0.0 | $0 | $185,748 | $7,429 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $29,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,913,470 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $670,687 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $5,800,000 | RelatedOrganizationsAmt |
| Total Contributions | $5,800,000 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $276,257 | TotalRevenueColumnAmt |
| Exclusion | $276,257 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,718,150 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,195,747 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,522,403 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,522,403 | TotalRevenueColumnAmt |
| Exclusion | $1,522,403 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,598,660 | TotalRevenueColumnAmt |
| Exclusion | $1,798,660 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,998,630 | TotalAmt |
| Program Services | $3,998,630 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,500 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $44,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,630 | TotalAmt |
| Program Services | $612,630 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,621 | TotalAmt |
| Program Services | $214,621 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,602 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $38,602 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,340 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $271,339 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,129 | TotalAmt |
| Program Services | $129,703 | ProgramServicesAmt |
| Management And General | $32,426 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,886 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,886 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,993 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,993 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,981 | TotalAmt |
| Program Services | $14,981 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,853 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $22,853 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,200 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $28,200 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,610 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $10,610 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Licensing fees | $44,046 | $35,237 | $8,809 | $0 |
| Other expenses | $29,182 | $23,345 | $5,837 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,507,203 | TotalAmt |
| Program Services | $5,029,148 | ProgramServicesAmt |
| Management And General | $478,055 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,960,969 | BOYAmt |
| EOY | $2,133,931 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,152 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,753,583 | BOYAmt |
| EOY | $9,521,910 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,433,447 | BOYAmt |
| EOY | $61,219,449 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,147,999 | BOYAmt |
| EOY | $72,878,442 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,378,547 | BOYAmt |
| EOY | $266,590 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,688 | BOYAmt |
| EOY | $83,555 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,461,235 | BOYAmt |
| EOY | $350,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,686,764 | BOYAmt |
| EOY | $72,528,297 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,686,764 | BOYAmt |
| EOY | $72,528,297 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,147,999 | BOYAmt |
| EOY | $72,878,442 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,091,457 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$249,924 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tufts Associated Health Maintenance Organization Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042674079 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (true) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (true) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (true) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE A, PART IV, LINE 3B | FormAndLineReferenceDesc |
| Explanation | TUFTS 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 BY MAKING GRANTS TO NONPROFIT ORGANIZATIONS. THE FOUNDATION PROCESS IS COMPREHENSIVE AND THOROUGH. DEPENDING ON TYPE OF GRANT, THE REVIEWS EITHER BEGIN WITH A LETTER OF INTENT 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 ARE THEN RECOMMENDED TO 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. | ExplanationTxt |
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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Commingled fund | Desc |
| Book Value | $61,219,449 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $61,219,449 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to TAHP-HC | $18,384 |
| Due to TAHMO | $65,592 |
| Due from NH LLC | -$421 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $83,555 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $7,077,396 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$249,924 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$249,924 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,327,320 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $271,340 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $271,340 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,598,660 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,235,863 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,235,863 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $271,340 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $271,340 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,507,203 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ASC 740 (FKA FIN 48) FOOTNOTE IN 2018, THE AUDITED FINANCIAL STATEMENTS FOR THE FOUNDATION DID NOT DISCLOSE AN ASC 740 FOOTNOTE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments, program-relate | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $14,670,430 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $14,670,430 | SubtotalSpentAmt |
| Total Spent | $14,670,430 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (85 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Alzheimer's Disease & Related Disorders Assoc | ||||||||
| 309 Waverly Oaks Road | Waltham | MA | 02452 | 133039601 | 501(c)(3) | $224,328 | $0 | healthcare dementia training |
| Partners for a Healthier Community | ||||||||
| 280 Chestnut St | Springfield | MA | 01101 | 043342182 | 501(c)(3) | $49,993 | $0 | Livewell Springfiled Coalition |
| Berkshires Tomorrow Inc | ||||||||
| 1 Fenn St 2nd FL | Pittsfield | MA | 01201 | 030572303 | 501(c)(3) | $75,480 | $0 | Age friendly berkshires |
| Honoring Choices Massachusetts | ||||||||
| 426 North Ave | Weston | MA | 02493 | 462165454 | 501(c)(3) | $45,000 | $0 | Who's your Agent? |
| Elder Services of the Merrimack Valley Inc | ||||||||
| 280 Merrimack St | Lawrence | MA | 01843 | 042545136 | 501(c)(3) | $93,788 | $0 | Healthy living based program |
| Mill City Grows Inc | ||||||||
| PO Box 7133 | Lowell | MA | 01852 | 472096070 | 501(c)(3) | $20,700 | $0 | Market to increase healthy living |
| SeniorCare Inc | ||||||||
| 49 Blackburn Center | Gloucester | MA | 01930 | 042512171 | 501(c)(3) | $59,784 | $0 | age/dementia programing |
| Friends of the Dedham Council of Aging | ||||||||
| 20 Oneil Drive | Dedham | MA | 02026 | 042932984 | 501(c)(3) | $57,000 | $0 | Livable Dedham implementation |
| WalkBoston | ||||||||
| 45 School Street | Boston | MA | 02108 | 223061699 | 501(c)(3) | $55,000 | $0 | Age-friendly walking advocates |
| University of Massachusetts Foundation | ||||||||
| 225 Franklin St 12 | Boston | MA | 02110 | 046013152 | 501(c)(3) | $354,000 | $0 | Healthy aging data |
| Massachusetts Law Reform Institute | ||||||||
| 40 Court St Ste 800 | Boston | MA | 02108 | 046004303 | 501(c)(3) | $60,000 | $0 | Older adult nutrition |
| Metropolitan Boston Housing Partnership | ||||||||
| 125 Lincoln St 5th Fl | Boston | MA | 02111 | 042775991 | 501(c)(3) | $30,000 | $0 | Build hoarding response |
| Dudley Street Neighborhood Intiative | ||||||||
| 504 Dudley St | Roxbury | MA | 02119 | 042859066 | 501(c)(3) | $50,000 | $0 | Development without displacement |
| Massachusetts Senior Action Council | ||||||||
| 108 Myrtle St Ste 112 | Quincy | MA | 02171 | 042760902 | 501(c)(3) | $75,000 | $0 | Seniors Power Up! |
| Massachusetts Public Health Association | ||||||||
| 14 Beacon Street | Boston | MA | 02108 | 042326503 | 501(c)(3) | $67,500 | $0 | Age-Friendly community BUILDING |
| Transition House Inc | ||||||||
| 649 Mass Ave Ste 6 | Cambridge | MA | 02139 | 042631789 | 501(c)(3) | $50,000 | $0 | Community solutions |
| Trustees of Boston University | ||||||||
| 881 Commonwealth Ave | Boston | MA | 02215 | 042103547 | 501(c)(3) | $67,302 | $0 | Strengthening an age friendly BOSTON |
| Brockton Neighborhood Health Center | ||||||||
| 63 Main St 5th Fl | Brockton | MA | 02301 | 043165044 | 501(c)(3) | $92,310 | $0 | Bringing health home |
| Healthy Waltham Inc | ||||||||
| 510 Moody St | Waltham | MA | 02453 | 461174988 | 501(c)(3) | $39,760 | $0 | Waltham connections for health |
| Coastline Elderly Services Inc | ||||||||
| 1646 Purchase St | New Bedford | MA | 02740 | 042622121 | 501(c)(3) | $90,000 | $0 | Nutrition |
| Saint Elizabeth Community | ||||||||
| 1 St Elizabeth | East Greenwich | RI | 02818 | 050258998 | 501(c)(3) | $49,500 | $0 | Support and services at home |
| Rhode Island College Foundation | ||||||||
| 600 Mount Pleasant Ave | Providence | RI | 02908 | 056049721 | 501(c)(3) | $129,900 | $0 | Build an age friendly RI |
| The Senior Agenda Coalition of Rhode Island | ||||||||
| 70 Bath St | Providence | RI | 02908 | 743261256 | 501(c)(3) | $60,000 | $0 | RI senior voices for aging |
| Rhode Island Parent Information Network Inc | ||||||||
| 1210 Pontiac Ave | Cranston | RI | 02920 | 050457336 | 501(c)(3) | $63,085 | $0 | Own your health |
| Sustainable SNHPC Foundation | ||||||||
| 438 Dubuque St | Manchester | NH | 03102 | 800449214 | 501(c)(3) | $55,800 | $0 | Become age-friendly community |
| University of New Hampshire | ||||||||
| 51 College Road | Durham | NH | 03824 | 026000937 | 501(c)(3) | $87,257 | $0 | Senior leadership alumni network |
| Local Initiative Support Corporation | ||||||||
| 146 Clifford St | Providence | RI | 02903 | 133030229 | 501(c)(3) | $60,000 | $0 | Farmers market project |
| Enterprise Community Partners Inc | ||||||||
| 334 Boylston St Ste 400 | Boston | MA | 02116 | 521231931 | 501(c)(3) | $50,000 | $0 | Health and senior housing |
| MA Ass of Councils on Aging & Senior Center | ||||||||
| 116 Pleasant St | Easthampton | MA | 01027 | 042793624 | 501(c)(3) | $101,142 | $0 | Demential friendly MA |
| Bagly inc | ||||||||
| 28 Court Square | Boston | MA | 02108 | 042785336 | 501(c)(3) | $6,170 | $0 | Heart peer leaders |
| Boston Community Access & Programming Found | ||||||||
| 3025 Washington St | Roxbury | MA | 02119 | 042784953 | 501(c)(3) | $10,000 | $0 | Voice of experience |
| Cambridge YWCA | ||||||||
| 7 Temple St | Cambrdige | MA | 02139 | 042103968 | 501(c)(3) | $10,000 | $0 | Community conversations |
| Cape Cod Foundation Inc | ||||||||
| 261 Whites Path 2 | South Yarmouth | MA | 02664 | 510140462 | 501(c)(3) | $80,000 | $0 | Healthy aging Cape Cod |
| Child and Family Services of Newport County | ||||||||
| 31 John Clarke Road | Middletown | RI | 02842 | 237058381 | 501(c)(3) | $10,000 | $0 | Dementia training |
| Community Catalyst | ||||||||
| 1 Federal St 5th Fl | Boston | MA | 02110 | 043355127 | 501(c)(3) | $50,000 | $0 | Consumer engagement in health |
| Cranston Senior Services | ||||||||
| 1070 Cranston St | Cranston | RI | 02920 | 223158215 | 501(c)(3) | $10,000 | $0 | Dementia friendly community |
| Educational Center for Arts and Sciences | ||||||||
| 57 Parkis St | Providence | RI | 02907 | 050503197 | 501(c)(3) | $10,000 | $0 | THP Sunday matinees |
| Grafton County Senior Citizens Council Inc | ||||||||
| PO Box 433 | Lebanon | NH | 03766 | 237248316 | 501(c)(3) | $10,000 | $0 | Experience arts Northern, NH PTNR |
| GreenRoots | ||||||||
| 227 Marginal St Fl 1 | Chelsea | MA | 02150 | 812718273 | 501(c)(3) | $65,000 | $0 | Model for equitable transit |
| Groundwork Lawrence Inc | ||||||||
| 50 Island St | Lawrence | MA | 01840 | 043546770 | 501(c)(3) | $129,731 | $0 | Age-friendly Lawrence |
| Health Care for All Inc | ||||||||
| 1 Federal St 5th Fl | Boston | MA | 02110 | 043071598 | 501(c)(3) | $45,300 | $0 | Older adult oral care |
| Inquilinos Boricuas en Accion Inc | ||||||||
| 405 Shawmut Ave | Boston | MA | 02118 | 237090081 | 501(c)(3) | $22,500 | $0 | Community ambassadors network |
| Jewish Family Service of Metrowest | ||||||||
| 475 Franklin St 101 | Framingham | MA | 01702 | 042730898 | 501(c)(3) | $15,000 | $0 | LGBT health care access project |
| Lakes Region Partnership for Public Health | ||||||||
| 67 Water St Ste 105 | Laconia | NH | 03246 | 202713484 | 501(c)(3) | $10,000 | $0 | Winnipesaukee Village Network |
| Massachusetts Alliance of Portguese Speakers | ||||||||
| 1046 Cambridge St | Cambridge | MA | 02139 | 042596270 | 501(c)(3) | $10,000 | $0 | MAPS senior advocacy project |
| Massachusetts Association for Mental Health | ||||||||
| 50 Federal St 6th FL | Boston | MA | 02110 | 042104711 | 501(c)(3) | $90,000 | $0 | Mental health knowledge |
| Monadnock Family Services Inc | ||||||||
| 64 Main St 2nd Fl | Keene | NH | 03431 | 026012230 | 501(c)(3) | $8,740 | $0 | Gatekeepers Monadnock region |
| New Hampshire Legal Assistance | ||||||||
| 117 N State St | Concord | NH | 03301 | 020300897 | 501(c)(3) | $60,000 | $0 | NH alliance for healthY aging |
| Operation American Soldier Inc | ||||||||
| 173 Spruce St | Watertown | MA | 02472 | 260857354 | 501(c)(3) | $8,250 | $0 | Operation American Solider |
| PACE Organization of Rhode Island | ||||||||
| 225 Chapman St | Providence | RI | 02905 | 300297335 | 501(c)(3) | $10,000 | $0 | Expanding primary care access |
| Pioneer Valley Regional Ventures Center | ||||||||
| 60 Congress St | Springfield | MA | 01104 | 043560951 | 501(c)(3) | $10,000 | $0 | Aging communities initiative |
| Progreso Latino Inc | ||||||||
| 626 Broad St | Central Falls | RI | 02863 | 050380608 | 501(c)(3) | $10,000 | $0 | Dementia friendly PROGRAM |
| Public Health Council of the Upper Valley | ||||||||
| 1 Court St Ste 378 | Lebanon | NH | 03766 | 752991608 | 501(c)(3) | $9,985 | $0 | Nurse EMR implementation |
| Quincy Asian Resources Inc | ||||||||
| 1509 Hancock Street | Quincy | MA | 02169 | 010556446 | 501(c)(3) | $10,000 | $0 | FIELD trips for healthy elders |
| Revitalize Community Development Corporation | ||||||||
| 1145 Main St Ste 107 | Springfield | MA | 01103 | 043172737 | 501(c)(3) | $11,000 | $0 | DASHH |
| Roger Williams University | ||||||||
| 1 Empire Plaza | Providence | RI | 02903 | 050277222 | 501(c)(3) | $10,000 | $0 | Home modification assessment |
| Southwest Boston Senior Services Inc | ||||||||
| 555 Amory St | Jamaica Plain | MA | 02130 | 237304163 | 501(c)(3) | $40,000 | $0 | Agewell equality |
| The Granite YMCA | ||||||||
| 117 Market St | Manchester | NH | 03101 | 020222248 | 501(c)(3) | $10,000 | $0 | Preventing injuries to seniors |
| The Providence Village of Rhode Island | ||||||||
| 276 Angell St | Providence | RI | 02906 | 473675451 | 501(c)(3) | $10,000 | $0 | Building age friendly villages |
| United Valley Interfaith Project | ||||||||
| PO Box 187 | Meriden | NH | 03770 | 261762989 | 501(c)(3) | $10,000 | $0 | Aging with dignity course |
| Villages in the Berkshires | ||||||||
| 361 East St | Lenox | MA | 01240 | 042736585 | 501(c)(3) | $10,000 | $0 | Designing a village model |
| Watertown for All Ages | ||||||||
| 139 Russell Ave | Watertown | MA | 02472 | 462378728 | 501(c)(3) | $9,900 | $0 | TRIPPS to Watertown |
| Way Finders Inc | ||||||||
| 120 Maple St 4th Fl | Springfield | MA | 01103 | 042518368 | 501(c)(3) | $70,000 | $0 | Civic muscle for infrastructure |
| Westbay Community Action Program | ||||||||
| 224 Buttonwoods Ave | Warwick | RI | 02886 | 050311985 | 501(c)(3) | $10,000 | $0 | Protective senior support fund |
| Bridges Together | ||||||||
| 47 Wayside Inn Rd | Sudbury | MA | 01776 | 455163085 | 501(c)(3) | $50,426 | $0 | Building bridges |
| Cheshire Medical Center | ||||||||
| 580 Court St | Keene | NH | 03431 | 020354549 | 501(c)(3) | $40,000 | $0 | Promoting age friendly communities |
| American Heart Association | ||||||||
| 305 5th Avenue Suite 6 | Waltham | MA | 02451 | 135613797 | 501(c)(3) | $5,305 | $0 | Workplace giving |
| Belmont Day School Inc | ||||||||
| 55 Day School Ln | Belmont | MA | 02478 | 042108347 | 501(c)(3) | $10,000 | $0 | Giving Tuesday Workplace match |
| Boston Foundation Inc | ||||||||
| 75 Arlington St 3rd Fl | Boston | MA | 02116 | 042104021 | 501(c)(3) | $6,000 | $0 | Workplace giving |
| Cambridge Community Foundation | ||||||||
| 99 Bishop Allen Dr | Cambridge | MA | 02139 | 046012492 | 501(c)(3) | $10,000 | $0 | We are Cambridge! |
| Community Health Charities | ||||||||
| 1199 N Fairfax St 600 | Alexandria | VA | 22314 | 850258784 | 501(c)(3) | $17,234 | $0 | Giving Tuesday Workplace match- LifeSavor |
| Community Servings | ||||||||
| 18 Marbury Terrace | Jamaica Plain | MA | 02130 | 223154028 | 501(c)(3) | $5,180 | $0 | WORKPLACE GIVING |
| Community Works Inc | ||||||||
| 1359 Hancock St | Quincy | MA | 02169 | 042762623 | 501(c)(3) | $10,482 | $0 | Giving Tuesday workplace match |
| Cristo Rey Boston High School Inc | ||||||||
| 100 Savin Hill Ave | Boston | MA | 02125 | 562438544 | 501(c)(3) | $36,000 | $0 | Student internship program 18-19 |
| Dana-Farber Cancer Institute & the Jimmy Fund | ||||||||
| 10 Brookline Place W | Brookline | MA | 02445 | 042263040 | 501(c)(3) | $7,455 | $0 | Workplace giving |
| Grantmakers in Aging Inc | ||||||||
| 2001 Jefferson Davis Highway | Arlington | VA | 22202 | 134014982 | 501(c)(3) | $40,000 | $0 | Giving Tuesday match |
| Massachusetts Audubon Society Inc | ||||||||
| 208 South Great Road | Lincoln | MA | 01773 | 042104702 | 501(c)(3) | $8,758 | $0 | Workplace giving |
| RIZE MA co Third Sector New England | ||||||||
| 101 Huntington Ave Suite 1300 | Boston | MA | 02119 | 042261109 | 501(c)(3) | $50,000 | $0 | Naloxone Trust Fund |
| The Greater Boston Food Bank Inc | ||||||||
| 70 South Bay Ave | Boston | MA | 02118 | 042717782 | 501(c)(3) | $6,105 | $0 | Team volunteering match |
| The Home for Little Wanderers | ||||||||
| 10 Guest St Ste 3 | Boston | MA | 02135 | 042104764 | 501(c)(3) | $6,950 | $0 | Workplace giving |
| Trustees of Boston College | ||||||||
| 140 Commonweal Ave | Chestnut Hill | MA | 02467 | 042103545 | 501(c)(3) | $5,100 | $0 | Workplace giving |
| United Way of Massachusetts Bay Inc | ||||||||
| 51 Sleeper Street | Boston | MA | 02210 | 042382233 | 501(c)(3) | $62,738 | $0 | Giving Tuesday workplace match |
| University of Massachusetts Foundation Amher | ||||||||
| 134 Hicks Way | Amherst | MA | 01003 | 046013152 | 501(c)(3) | $6,793 | $0 | Workplace giving |
| Benjamin Church Senior Center Inc | ||||||||
| 1020 Hope St | Bristol | RI | 02809 | 222510211 | 501(c)(3) | $10,000 | $0 | Alzheimer's disease info series |
| HomeStart | ||||||||
| 105 Chauncy St | Boston | MA | 02111 | 043311270 | 501(c)(3) | $66,663 | $0 | Collaborative program evaluation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 85 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule I | FormAndLineReferenceDesc |
| Explanation | DESC 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 PROCESS IS COMPREHENSIVE AND THOROUGH. DEPENDING ON TYPE OF GRANT, THE REVIEWS EITHER BEGIN WITH A LETTER OF INTENT 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 ARE THEN RECOMMENDED TO THE BOARD OF DIRECTORS. ONCE AWARDED, GRANTEES ARE REQUIRED TO SUBMIT PERIODIC REPORT(S). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UMESH KURPAD | ||||||||||||||
| CFO | $534,228 | $443,480 | $71,911 | $105,831 | $12,297 | $1,167,747 | $74,519 | |||||||
| NORA MORENO CARGIE | ||||||||||||||
| PRESIDENT/DIRECTOR | $271,668 | $155,657 | -$4,207 | $85,607 | $11,798 | $520,523 | $30,747 | |||||||
| Stacey Mann | ||||||||||||||
| Sr Mgr, Corporate Citizenship | $138,316 | $15,484 | -$14,984 | $10,319 | $17,532 | $166,667 | ||||||||
| Mary Mahoney | ||||||||||||||
| Clerk | $387,923 | $252,607 | $45,607 | $75,811 | $1,384 | $763,332 | $43,568 | |||||||
| ROLAND PRICE | ||||||||||||||
| TREASURER | $264,050 | $150,698 | $35,612 | $57,556 | $11,661 | $519,577 | $29,423 | |||||||
| PHILLIP O GONZALEZ | ||||||||||||||
| SENIOR PROGRAM OFFICER | $131,085 | $11,506 | -$1,413 | $8,284 | $2,040 | $151,502 | $0 | $0 | $0 | $0 | $0 | |||
| THOMAS A CROSWELL | ||||||||||||||
| FNDN DIR/CEO OF TAHMO | $943,991 | $952,297 | $144,490 | $174,223 | $6,778 | $2,221,779 | $142,339 | |||||||
| LYDIA GREENE | ||||||||||||||
| FNDN DIR/SVP CHRO | $333,621 | $239,509 | $40,424 | $66,415 | $6,634 | $686,603 | $40,888 | |||||||
| JAMES ROOSEVELT JR | ||||||||||||||
| FORMER OFFICER | $185,748 | $0 | $0 | $7,429 | $0 | $193,177 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 3 | SUPPLEMENTAL 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 6b | SUPPLEMENTAL 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | ORGANIZATION'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 CAPACITIES AND RESOURCES OLDER PEOPLE PROVIDE, 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 FOCUSES STRATEGICALLY TO ENCOURAGE MORE COLLABORATION FOR BROADER IMPACT AND TO POSITION ORGANIZATIONS TO SHARE BEST PRACTICES THAT LEAD TO IMPROVED COMMUNITY OUTCOMES. IN 2018, THE FOUNDATION MADE 74 GRANTS TOTALING MORE THAN $3.2 MILLION TO NONPROFIT ORGANIZATIONS WORKING TO IMPROVE HEALTHY LIVING WITH A FOCUS ON OLDER PEOPLE. |
| FORM 990, PART III, LINE 4A | SYSTEMS & BEST PRACTICES GRANTS GRANTS AWARDED IN THE SYSTEMS AND BEST PRACTICES FOCUS AREA FUND NONPROFIT ORGANIZATIONS IN THEIR GOALS TO BUILD CAPACITY NECESSARY FOR HEALTHY AGING. THESE GRANTS FOCUS ON HEALTH AND WELLNESS INITIATIVES, WORKFORCE DEVELOPMENT, PURPOSEFUL ENGAGEMENT AND FIELD-BUILDING ACTIVITIES. FORM 990, PART III, LINE 4B POLICY & ADVOCACY GRANTS GRANTS AWARDED IN THE POLICY AND ADVOCACY FOCUS AREA ADVANCE INCLUSIVE POLICY OR SYSTEM-LEVEL CHANGE. EFFORTS INCLUDE ENGAGING DIVERSE STAKEHOLDERS AND OLDER PEOPLE ON ISSUES THAT MATTER TO THEM. FORM 990, PART III, LINE 4C CORPORATE CITIZENSHIP (WORKPLACE GIVING/SPONSORSHIPS) IN 2018, 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. A MATCH INCENTIVE TO EMPLOYEES IS ALSO GIVEN FOR TEAM-BASED VOLUNTEERING TO ENCOURAGE SERVICE TO COMMUNITY AND FOR EMPLOYEE PARTICIPATION AND FUNDRAISING IN THE ANNUAL WALKS TO END ALZHEIMER'S. THE CORPORATE CITIZENSHIP PROGRAM ALSO SUPPORTS A COMPANY-WIDE VOLUNTEER DAY AND SCHOOL, FOOD AND CLOTHING DRIVES. FORM 990, PART III, LINE 4D COLLABORATION AND COMMUNITY ENGAGEMENT/THE JAMES ROOSEVELT, JR., LEADERSHIP FUND; MOMENTUM FUND MINI-GRANT PROGRAM; BUSINESS RESOURCE GROUP (BRGs) GRANTS GRANTS AWARDED THROUGH COLLABORATION AND COMMUNITY ENGAGEMENT/THE JAMES ROOSEVELT, JR., LEADERSHIP FUND SUPPORT COMMUNITY LEADERS FROM MULTIPLE SECTORS WORKING COLLABORATIVELY TOWARD A COMMON COMMUNITY GOAL ON ISSUES THAT PROMOTE HEALTHY AGING. MOMENTUM FUND MINI-GRANTS SUPPORT EARLY-STAGE COMMUNITY-LED EFFORTS TO ADDRESS AGING ISSUES. TUFTS HEALTH PLAN'S FIVE BUSINESS RESOURCE GROUP (BRGS) RECOMMEND COMMUNITY ORGANIZATIONS TO RECEIVE GRANTS FROM THE FOUNDATION. THE ORGANIZATIONS ARE SELECTED BASED ON ALIGNMENT WITH THE BRG AFFINITIES. |
| FORM 990, PART VI, LINE 2 | IN 2018, THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS HEALTH PLAN, INC.: THOMAS CROSWELL THOMAS P. ONEILL, III MARY MAHONEY UMESH KURPAD ROLAND PRICE LYDIA GREENE CHARLOTTE GOLAR RICHIE AS OF JUNE 6, 2018 THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.: THOMAS CROSWELL THOMAS P. O'NEILL, III MARY MAHONEY UMESH KURPAD ROLAND PRICE LYDIA GREENE THROUGH JUNE 5, 2018 CHARLOTTE GOLAR RICHIE AS OF JUNE 6, 2018 THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER AND/OR OFFICER FOR TUFTS ASSOCIATED HEALTH PLANS, INC: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE PATRICIA BLAKE LYDIA GREENE THROUGH JUNE 5, 2018 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 OR OFFICER FOR TUFTS HEALTH PUBLIC PLANS, INC. THOMAS CROSWELL UMESH KURPAD MARY MAHONEY ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER FOR INTEGRA PARTNERS HOLDINGS, INC.: THOMAS CROSWELL UMESH KURPAD |
| FORM 990, PART VI, LINE 3 | DESCRIPTION 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 7A | MEMBERS 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 11B | PROCESS 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 2019, IT IS FORWARDED ON TO OUR BOARD OF DIRECTORS AND IT IS THEN SUBMITTED FOR FILING. |
| FORM 990, PART VI, LINEs 12C | DESCRIPTION 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 15B | THE 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. PRIOR TO OCTOBER 1, 2017, THE DATE TUFTS HP BECAME THE SOLE MEMBER OF TAHMO, THIS COMMITTEE RESIDED AT THE TAHMO LEVEL. 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 19 | AVAIL 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 VII | SUPPLEMENTAL COMPENSATION INFORMATION STEVEN TOLMAN DID NOT EARN COMPENSATION IN 2018. IN LIEU OF COMPENSATION, TUFTS HEALTH PLAN FOUNDATION DONATED AN AMOUNT EQUIVALENT TO THE COMPENSATION HE WOULD HAVE OTHERWISE RECEIVED TO A DESIGNATED CHARITY. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Tufts Assoc Health Maintenance Org Inc | ||||||||||
| 705 Mount Auburn Street | Watertown | MA | 02472 | 042674079 | HMO | MA | 501(c)(4) | N/A | THPI | false |
| Tufts Health Public Plans Inc | ||||||||||
| 705 Mount Auburn Street | Watertown | MA | 02472 | 800721489 | HMO | MA | 501(c)(4) | N/A | THPI | false |
| Tufts Health Plan Inc | ||||||||||
| 705 Mount Aubrun Street | Watertown | MA | 02472 | 814089215 | Health Plan | MA | 501(c)(4) | N/A | NA | false |
| Carepartners of Connecticut Inc | ||||||||||
| 705 Mount Auburn Street | Watertown | MA | 02472 | 822604728 | HMO | CT | 501(c)(4) | N/A | TAHMO | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carepartners of CT Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Auburn Street | AddressLine1Txt |
| City | Watertown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823129930 | EIN |
| Primary Activities | Holding Company | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Tufts Associated Health Plans Inc | |||||||||
| 705 Auburn Street | Watertown | MA | 02472 | 042985923 | Management servic | MA | TAHMO | C Corp | false |
| Intergra Partners Holdings Inc | |||||||||
| 100 Wall Street Suite 502 | New York | NY | 10005 | 453032233 | Med eqpt & sppls | NY | TAHMO | C Corp | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Tufts Associated Health Maintenance Org | ||
| c | $5,800,000 | Accrual |
| Tufts Associated Health Maintenance Org | ||
| p | $20,000 | Accrual |
| Tufts Associated Health Maintenance Org | ||
| q | $1,029,000 | Accrual |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART V, LINE 1P | FormAndLineReferenceDesc |
| Explanation | REIMBURSEMENT PAID TO OTHER ORGANIZATION THE FOUNDATION REIMBURSES TAHMO FOR ALL PAYMENTS DIRECTLY RELATED TO THE FOUNDATION. | ExplanationTxt |
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