HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC: Form 990, tax year 2018
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- Organization
- HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC (EIN 04-2633274)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201933169349304253
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T13:25:24-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043037870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLUS LYNCH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SHREWSBURY STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | 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 | 042633274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH FOUNDATION OF CENTRAL | BusinessNameLine1Txt |
| Business Name Line2 | MASSACHUSETTS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 5084380009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 MAIN STREET 20TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANICE B YOST EDD | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 5084380009 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID G EATON CPA | PreparerPersonNm |
| PTIN | P00545132 | PTIN |
| Phone | 5087557107 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.11.10.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 13:26:46 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 954A65DB1995863A37271E4766999F33303993D7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 954A65DB1995863A37271E4766999F33303993D7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANICE B YOST EDD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 MAIN STREET 20TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,154,834 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | HFCM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $14,223 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $18,323 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,674,628 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,913,834 | CYInvestmentIncomeAmt |
| PY Other Revenue | $289,899 | PYOtherRevenueAmt |
| CY Other Revenue | $223,819 | CYOtherRevenueAmt |
| PY Total Revenue | $2,964,527 | PYTotalRevenueAmt |
| CY Total Revenue | $5,137,653 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,515,119 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,452,443 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $817,051 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $774,877 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $967,705 | PYOtherExpensesAmt |
| CY Other Expenses | $1,042,911 | CYOtherExpensesAmt |
| PY Total Expenses | $4,299,875 | PYTotalExpensesAmt |
| CY Total Expenses | $4,270,231 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,335,348 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $867,422 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,982,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,576,032 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $562,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $693,875 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,420,236 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,882,157 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,164,824 | ExpenseAmt |
| Grant | $2,452,443 | GrantAmt |
| Revenue | $223,819 | RevenueAmt |
| Desc | TO PROVIDE FUNDING TO NON-PROFIT ORGANIZATIONS FOR THE PURPOSE OF IMPROVING THE HEALTH OF THOSE WHO LIVE AND WORK IN CENTRAL MASSACHUSETTS. | Desc |
| Total Program Service Expenses | $3,164,824 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5084380009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 MAIN STREET 20TH FLOOR | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| FRANCIS M SABA MHSA | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANN K TRIPP MBA | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNIFER J HYLTON PSYD | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JEAN G MCMURRAY | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| GISELA VELEZ MD | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| BARENT W WALSH PHD | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUDGE TIMOTHY M BIBAUD | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY EMERSON DBA | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| RANDALL BECKER CPA MBA | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS M DIMITRI MD | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| SEJAL M DAGA MD | |||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JANICE B YOST EDD | |||||||
| PRESIDENT/ CEO | 37.50 | Yes (X) | $264,513 | $0 | $24,540 | ||
| MICHELLE L EWING | |||||||
| CONTROLLER | 37.50 | Yes (X) | $83,618 | $0 | $23,735 | ||
| AMIE SHEI | |||||||
| VICE PRESIDENT OF PROGRAMS | 37.50 | $139,900 | $0 | $26,115 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $488,031 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $74,390 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $766,510 | TotalRevenueColumnAmt |
| Exclusion | $766,510 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,150,282 | SecuritiesAmt |
| Other | $14,223 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,017,181 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,133,101 | SecuritiesAmt |
| Other | $14,223 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,147,324 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $14,223 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,133,101 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $223,819 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $223,819 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $223,819 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,137,653 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $223,819 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $14,223 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,899,611 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,452,443 | TotalAmt |
| Program Services | $2,452,443 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,513 | TotalAmt |
| Program Services | $203,781 | ProgramServicesAmt |
| Management And General | $60,732 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,809 | TotalAmt |
| Program Services | $244,902 | ProgramServicesAmt |
| Management And General | $120,907 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,034 | TotalAmt |
| Program Services | $18,516 | ProgramServicesAmt |
| Management And General | $5,518 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,621 | TotalAmt |
| Program Services | $59,888 | ProgramServicesAmt |
| Management And General | $20,733 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,900 | TotalAmt |
| Program Services | $30,739 | ProgramServicesAmt |
| Management And General | $9,161 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,757 | TotalAmt |
| Management And General | $5,757 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,500 | TotalAmt |
| Management And General | $21,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $706,457 | TotalAmt |
| Management And General | $706,457 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,000 | TotalAmt |
| Program Services | $7,000 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,966 | TotalAmt |
| Program Services | $11,380 | ProgramServicesAmt |
| Management And General | $7,586 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,141 | TotalAmt |
| Program Services | $48,085 | ProgramServicesAmt |
| Management And General | $32,056 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,265 | TotalAmt |
| Program Services | $7,959 | ProgramServicesAmt |
| Management And General | $5,306 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,714 | TotalAmt |
| Program Services | $12,428 | ProgramServicesAmt |
| Management And General | $8,286 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,050 | TotalAmt |
| Program Services | $4,830 | ProgramServicesAmt |
| Management And General | $3,220 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| TAXES-OTHER | $84,033 | $84,033 | |
| GRANT RELATED EXPENSES | $46,801 | $46,801 | |
| OUTSIDE SERVICES | $21,703 | $8,681 | $13,022 |
| PUBLICATIONS AND SPECIA | $5,084 | $2,034 | $3,050 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,440 | TotalAmt |
| Management And General | $3,440 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,270,231 | TotalAmt |
| Program Services | $3,164,824 | ProgramServicesAmt |
| Management And General | $1,105,407 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,936 | BOYAmt |
| EOY | $115,170 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,967 | BOYAmt |
| EOY | $238,581 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,751 | BOYAmt |
| EOY | $6,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $257,404 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $226,125 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,993 | BOYAmt |
| EOY | $31,279 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,502,410 | BOYAmt |
| EOY | $34,835,396 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,776,259 | BOYAmt |
| EOY | $33,981,143 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,607 | BOYAmt |
| EOY | $264,280 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,006 | BOYAmt |
| EOY | $103,229 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,982,929 | BOYAmt |
| EOY | $69,576,032 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,675 | BOYAmt |
| EOY | $113,744 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $354,757 | BOYAmt |
| EOY | $476,902 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,261 | BOYAmt |
| EOY | $103,229 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,693 | BOYAmt |
| EOY | $693,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,420,236 | BOYAmt |
| EOY | $68,882,157 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,420,236 | BOYAmt |
| EOY | $68,882,157 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,982,929 | BOYAmt |
| EOY | $69,576,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $867,422 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,405,501 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,148,249 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,080,633 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,496,564 | GrantsOrScholarshipsAmt |
| Other Expenditures | $631,946 | OtherExpendituresAmt |
| Administrative Expenses | $255,433 | AdministrativeExpensesAmt |
| End Year Balance | $68,683,673 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,533,319 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,765,544 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,515,119 | GrantsOrScholarshipsAmt |
| Other Expenditures | $431,951 | OtherExpendituresAmt |
| Administrative Expenses | $203,544 | AdministrativeExpensesAmt |
| End Year Balance | $74,148,249 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,860,403 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,646,956 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,427,556 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,386,610 | OtherExpendituresAmt |
| Administrative Expenses | $159,874 | AdministrativeExpensesAmt |
| End Year Balance | $66,533,319 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,411,576 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$153,424 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,610,862 | GrantsOrScholarshipsAmt |
| Other Expenditures | $624,178 | OtherExpendituresAmt |
| Administrative Expenses | $162,709 | AdministrativeExpensesAmt |
| End Year Balance | $66,860,403 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,492,197 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,488,570 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,593,569 | GrantsOrScholarshipsAmt |
| Other Expenditures | $811,358 | OtherExpendituresAmt |
| Administrative Expenses | $164,264 | AdministrativeExpensesAmt |
| End Year Balance | $70,411,576 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $257,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $226,125 | DepreciationAmt |
| Book Value | $31,279 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,279 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT LIMITED PARTNERSHIPS | Desc |
| Book Value | $33,981,143 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $33,981,143 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION PLAN | Desc |
| Amt | $103,229 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $103,229 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$2,022,224 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$6,405,501 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$6,405,501 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,383,277 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $754,376 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $754,376 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,137,653 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,515,855 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,515,855 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $754,376 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $754,376 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,270,231 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS, INC. QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE (IRC). THE AFFILIATE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX IS REQUIRED,THOUGH IT WOULD BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS TAX EXEMPT PURPOSE (UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC). MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE FOUNDATION AND THE AFFILIATE HAVE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT, INDIVIDUALLY OR IN THE AGGREGATE UPON THE COMBINED STATEMENTS OF FINANCIAL POSITION, OR THE RELATED COMBINED STATEMENTS OF ACTIVITIES, OR CASH FLOWS. BOTH THE FOUNDATION AND THE AFFILIATE FILE INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE F, PAGE IV, QUESTION 1 | FormAndLineReferenceDesc |
| Explanation | THE FORM 926 WAS NOT ATTACHED, AS THE MONETARY TRANSACTIONS DO NOT MEET THE FILING REQUIREMENT THRESHOLD. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ATHOL AREA YMCA | ||||||||
| 545 MAIN STREET | ATHOL | MA | 01331 | 022103727 | 501(C)(3) | $68,000 | BOOK | MEN'S RESIDENCE RENOVATION |
| WORCESTER PUBLIC SCHOOLS | ||||||||
| 20 IRVING ST | WORCESTER | MA | 01609 | 048001418 | 501(C)(3) | $419,631 | BOOK | WORCESTER HEARS |
| NEADS WORLD CLASS SERVICE DOGS | ||||||||
| 305 REDEMPTION ROCK TRAIL | PRINCETON | MA | 01541 | 237281887 | 501(C)(3) | $60,544 | BOOK | HANDICAP ACCESSIBLE VAN |
| GENESIS CLUB INC | ||||||||
| 274 LINCOLN STREET | WORCESTER | MA | 01605 | 042983234 | 501(C)(3) | $50,000 | BOOK | PSYCHIATRIC OUTREACH SERVICE AND TRAINING COLLABORATION |
| CATHOLIC CHARITIES DIOCESE OF WORCESTER COUNTY | ||||||||
| 10 HAMMOND STREET | WORCESTER | MA | 01610 | 042103979 | 501(C)(3) | $75,000 | BOOK | THE LEOMINSTER WOMEN'S PROGRAM |
| COMMUNITY HEALTH CONNECTIONS | ||||||||
| 326 NICHOLS ROAD | FITCHBURG | MA | 01420 | 043452697 | 501(C)(3) | $100,000 | BOOK | IMPROVING DENTAL CARE |
| WORLD FARMERS | ||||||||
| 769 MAIN STREET BOX 112 | LANCASTER | MA | 01523 | 273138588 | 501(C)(3) | $99,805 | BOOK | AFRICAN CORN MILLING |
| HEYWOOD HOSPITAL | ||||||||
| 242 GREEN STREET | GARDNER | MA | 01440 | 042103581 | 501(C)(3) | $5,000 | BOOK | MULTICULTURAL TASK FORCE |
| THE SHINE INITIATIVE | ||||||||
| 9 LEOMINSTER CONNECTOR | LEOMINSTER | MA | 01453 | 043537449 | 501(C)(3) | $57,000 | BOOK | APPLYING TECHNOLOGY TO PROMOTE MENTAL HEALTH EDUCATION |
| COMMUNITY HEALTHLINK | ||||||||
| 72 JAQUES AVENUE | WORCESTER | MA | 01610 | 042626179 | 501(C)(3) | $65,000 | BOOK | BEHAVIORAL HEALTH & SUBSTANCE USE DISORDER |
| SOUTHBRIDGE PUBLIC SCHOOLS | ||||||||
| 25 COLE AVENUE | SOUTHBRIDGE | MA | 01550 | 046001306 | 501(C)(3) | $100,000 | BOOK | BUILDING PBIS INTERNAL CAPACITY IN SOUTHBRIDGE PUBLIC SCHOOLS |
| YWCA OF CENTRAL MASSACHUSETTS | ||||||||
| 1 SALEM SQUARE | WORCESTER | MA | 01608 | 042105873 | 501(C)(3) | $95,000 | BOOK | CHILDCARE FACILITIES |
| WORCESTER COUNTY FOOD BANK | ||||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | 043071457 | 501(C)(3) | $573,333 | BOOK | FOOD HUB |
| QUABOAG VALLEY COMMUNITY DEVELOPMENT | ||||||||
| 23 WEST MAIN STREET 1 | WARE | MA | 01082 | 043370097 | 501(C)(3) | $37,500 | BOOK | CLAYWORKS AND ARTWORKS PROJECT |
| RIVERSIDE COMMUNITY CARE | ||||||||
| 206 MILFORD STREET | UPTON | MA | 01568 | 043097170 | 501(C)(3) | $100,000 | BOOK | CAPACITY BUILDING AND INTEGRATION FOR CHILDREN'S BEHAVIORAL HEALTHCARE |
| HABITAT FOR HUMANITY METRO WESTGREATER WORCESTER | ||||||||
| 640 LINCOLN STREET | WORCESTER | MA | 01605 | 222583590 | 501(C)(3) | $30,000 | BOOK | HOME REPAIR TOOL TRUCK |
| JERAMIAH'S INN | ||||||||
| 1059 MAIN STREET | WORCESTER | MA | 01603 | 222567030 | 501(C)(3) | $100,000 | BOOK | JERAMIAH'S INN SOBER HOUSING |
| EMPLOYMENT OPTIONS | ||||||||
| 82 BRIGHAM STREET | MARLBOROUGH | MA | 01752 | 237089596 | 501(C)(3) | $30,000 | BOOK | CATERING OPTIONS/COOKING UP A CAREER |
| FITCHBURG STATE UNIVERSITY | ||||||||
| 160 PEARL STREET | FITCHBURG | MA | 01420 | 046002284 | 501(C)(3) | $341,950 | BOOK | SYNERGY INITIATIVE |
| HEALTH CARE FOR ALL | ||||||||
| 1 FEDERAL STREET | BOSTON | MA | 02110 | 043071598 | 501(C)(3) | $35,000 | BOOK | HEALTH CARE FOR ALL |
| HEALTH FOUNDATION FUND | ||||||||
| 446 MAIN STREET 20TH FL | WORCESTER | MA | 01608 | 043521743 | 501(C)(3) | $9,680 | BOOK | LIFE INSURANCE |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HEALTH FOUNDATION AND THE GRANTEE SIGN A CONTRACT OUTLINING THE DELIVERABLES, PAYMENT, AND REPORTING REQUIREMENTS FOR THE PROJECT. TYPICALLY, PROJECT PROCESS EVALUATION REPORTS ARE SUBMITTED TO THE FOUNDATION MIDWAY THROUGH THE CONTRACT YEAR. A PROJECT SUMMARY REPORT IS ALSO REQUIRED TO BE SUBMITTED TO THE FOUNDATION APPROXIMATELY TWO MONTHS AFTER THE CONTRACT END DATE, OUTLINING THE RESULTS AND EXPENSES. IN ADDITION, MULTI-YEAR GRANTEES ARE REQUIRED TO MEET WITH FOUNDATION STAFF ON A QUARTERLY BASIS TO ASSESS PROJECT PROGRESS. THE ACTIVATION FUND GRANTEES ARE REQUIRED TO MEET WITH THE FOUNDATION STAFF ONCE DURING THE GRANT CONTRACT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANICE B YOST EDD | ||||||||||||||
| PRESIDENT/ CEO | $232,112 | $0 | $0 | $0 | $32,401 | $0 | $9,343 | $0 | $15,197 | $0 | $289,053 | $0 | $0 | $0 |
| AMIE SHEI | ||||||||||||||
| VICE PRESIDENT OF PROGRAMS | $139,900 | $0 | $0 | $0 | $0 | $0 | $5,786 | $0 | $20,329 | $0 | $166,015 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE FOUNDATION PAYS FOR HEALTH CLUB MEMBERSHIP FOR THE PRESIDENT. |
| PART I, LINE 4B | THERE IS A DEFERRED COMPENSATION PLAN IN ACCORDANCE WITH IRC SECTION 457(B) FOR THE PRESIDENT. THE ORGANIZATION ACCRUED $14,033 TO THIS PLAN FOR THE CURRENT YEAR. THE CUMULATIVE BALANCE OF THE ACCRUED DEFERRED COMPENSATION AS OF YEAR-END IS $103,229. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEAN MCMURRAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $573,333 | TransactionAmt |
| Transaction | THE BOARD MEMBER IS THE EXECUTIVE DIRECTOR OF THE WORCESTER COUNTY FOOD BANK. THE AMOUNT OF THIS TRANSACTION IS A GRANT TO WORCESTER COUNTY FOOD BANK. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE HEALTH FOUNDATION STAFF EMAILS THE DOCUMENTS TO THE BOARD FOR REVIEW, QUESTIONS, AND COMMENTS. THE 990 IS THEN FILED AFTER THE BOARD HAS REVIEWED IT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL DISCLOSURE BY STAFF AND DIRECTORS, WITH A REVIEW OF THE POLICY EVERY YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | NO OFFICER OR DIRECTOR RECEIVES COMPENSATION EXCEPT FOR THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE REVIEWS SALARY DATA COMPILED BY THE "COUNCIL ON FOUNDATIONS" IN SETTING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL THE PRESIDENT/CEO'S SALARY AND BENEFITS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE WEBSITE OF THE COMMONWEALTH OF MASSACHUSETTS. |
| FORM 990, PART X, LINE 13 | DURING 2008, THE FOUNDATION LOANED $492,000 TO AN INTERMEDIARY FOR A PROGRAM-RELATED INVESTMENT. THE FUND IS TO BE USED FOR ACQUIRING AND DEVELOPING AFFORDABLE HOUSING FOR THE ADULT CHRONICALLY HOMELESS IN THE WORCESTER AREA. THE FUND IS ADMINISTERED BY AN INTERMEDIARY. THE BALANCE IN THIS FUND AT DECEMBER 31, 2018 AND 2017 TOTALED $264,279 AND $288,607, RESPECTIVELY. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH FOUNDATION FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 MAIN STREET 20TH FL | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043521743 | EIN |
| Primary Activities | TO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION. | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE HEALTH FOUNDATION FUND INC | ||
| N | $80,141 | STANDARD ACCOUNTING PROCEDURES |
| THE HEALTH FOUNDATION FUND INC | ||
| O | $8,671 | STANDARD ACCOUNTING PROCEDURES |
| THE HEALTH FOUNDATION FUND INC | ||
| B | $9,680 | STANDARD ACCOUNTING PROCEDURES |
Comments