CAMBRIDGE HEALTH ALLIANCE FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CAMBRIDGE HEALTH ALLIANCE FOUNDATION INC (EIN 01-0676306)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-13
IRS object ID
201941339349302459
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T09:08:06-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 CLARENDON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021165072ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010676306EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMBRIDGE HEALTH ALLIANCE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% AVERIL KANEInCareOfNm
Business Name ControlCAMBBusinessNameControlTxt
Phone7813380311PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1COMMERCE PLACE 350 MAIN ST Suite SAddressLine1Txt
CityMALDENCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02148ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL BATTYPersonNm
Person TitleCFO/TREASURERPersonTitleTxt
Phone7813380325PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A CINCOTTAPreparerPersonNm
PTINP01595811PTIN
Phone6172662000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.207.250.183IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id02007720191335000001FederalOriginalSubmissionId
Federal Original Submission Id2019-05-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBDE517EFDB711386E8B680B63BF69A8EF68B4672AtSubmissionCreationDeviceId
At Submission Filing Device Id394EB00FB950AAE029C7BD4CCD5AD823E7303585AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY CASSESSOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11493 Cambridge StAddressLine1Txt
CityCambridgeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02139ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,571,734GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressCHAlliance.org/howtogive/CHAFoundation.aspxWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionFundraising support for the Cambridge Health Alliance and all related organizations.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,040,124PYContributionsGrantsAmt
CY Contributions Grants$1,463,890CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$10,090PYInvestmentIncomeAmt
CY Investment Income$17,908CYInvestmentIncomeAmt
PY Other Revenue-$19,344PYOtherRevenueAmt
CY Other Revenue-$22,667CYOtherRevenueAmt
PY Total Revenue$1,030,870PYTotalRevenueAmt
CY Total Revenue$1,459,131CYTotalRevenueAmt
PY Grants And Similar Paid$413,029PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$755,240CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$177,455PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$189,700CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$245,827CYTotalFundraisingExpenseAmt
PY Other Expenses$35,653PYOtherExpensesAmt
CY Other Expenses$56,127CYOtherExpensesAmt
PY Total Expenses$626,137PYTotalExpensesAmt
CY Total Expenses$1,001,067CYTotalExpensesAmt
PY Revenues Less Expenses$404,733PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$458,064CYRevenuesLessExpensesAmt
Total Assets BOY$1,726,924TotalAssetsBOYAmt
Total Assets EOY$2,080,376TotalAssetsEOYAmt
Total Liabilities BOY$142,353TotalLiabilitiesBOYAmt
Total Liabilities EOY$37,989TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,584,571NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,042,387NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATION PROVIDES FUNDRAISING SUPPORT FOR CHA AND ALL RELATED ORGANIZATIONS. PLEASE SEE SCHEDULE O FOR REMAINDER OF DISCLOSURE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$755,240ExpenseAmt
Grant$755,240GrantAmt
DescCAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. (THE "ORGANIZATION") IS THE WHOLLY-OWNED FUNDRAISING SUBSIDIARY AND A SUPPORTING ORGANIZATION OF CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"), A PUBLIC HEALTHCARE SYSTEM WHOSE MISSION IS TO IMPROVE THE HEALTH OF OUR COMMUNITITES. THE ORGANIZATION RAISES FUNDS TO SUPPORT CHA'S PROGRAMS, SERVICES, AND OPERATIONAL NEEDS. THE ANNUAL FUND PROVIDES CHA THE FLEXIBILITY TO APPLY CONTRIBUTIONS MADE TO SUPPORT SPECIFIC PROGRAMS AND ACTIVITIES THROUGH THE ORGANIZATION ARE USED IN THEIR ENTIRETY TO THOSE PROGRAMS.Desc
Total Program Service Expenses$755,240TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAVERIL KANEPersonNm
Phone7813380325PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1COMMERCE PLACE 350 MAIN STREET SUIAddressLine1Txt
CityMALDENCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02148ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
PATRICK R WARDELL
DIRECTOR2.053.0Yes (X)$0$683,705$40,388
JILL BATTY
DIRECTOR/TREASURER2.053.0Yes (X)$0$446,385$41,921Yes (X)
RONALD WEINTRAUB MD
DIRECTOR2.00.0Yes (X)$0$0$0
NANCY BUSNACH
DIRECTOR2.00.0Yes (X)$0$0$0
MARY CASSESSO
DIRECTOR/PRESIDENT20.035.0Yes (X)$0$283,248$12,120Yes (X)
PATRICIA CAMPBELL
DIRECTOR2.00.0Yes (X)$0$0$0
DENNIS CATALDO
DIRECTOR2.00.0Yes (X)$0$0$0
ROANN COSTIN
DIRECTOR2.00.0Yes (X)$0$0$0
CLAUDIA DAVIDOFF
DIRECTOR2.00.0Yes (X)$0$0$0
HOWARD HORTON
DIRECTOR2.00.0Yes (X)$0$0$0
JOSEPH KAHAN
DIRECTOR2.00.0Yes (X)$0$0$0
DEBORAH KLEIN WALKER
DIRECTOR2.00.0Yes (X)$0$0$0
KATHARINE KOSINSKI MD
DIRECTOR2.00.0Yes (X)$0$0$0
CLAIRE LAPORTE
DIRECTOR2.00.0Yes (X)$0$0$0
MARY-JEAN FANELLI
DIRECTOR - UNTIL 6/30/20182.00.0Yes (X)$0$0$0
MAUREEN POMPEO
DIRECTOR2.00.0Yes (X)$0$0$0
MARY PAT PRADO
DIRECTOR2.00.0Yes (X)$0$0$0
PAUL TRANE
DIRECTOR2.00.0Yes (X)$0$0$0
MICHAEL MONOPOLI
DIRECTOR2.00.0Yes (X)$0$0$0
DAVID MORROW
DIRECTOR - AS OF 2/7/20182.00.0Yes (X)$0$0$0
THALIA TRINGO
DIRECTOR - AS OF 2/7/20182.00.0Yes (X)$0$0$0
CAROL VANDEUSEN LUKAS
DIRECTOR - AS OF 2/7/20182.00.0Yes (X)$0$0$0
CONNIE YOUNG
CLERK2.053.0$0$162,020$25,766Yes (X)
ANDREW FUQUA
SVP FOR LEGAL SERVICES-FORMER2.053.0$0$326,178$15,085Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,901,536TotReportableCompRltdOrgAmt
Total Other Compensation$135,280TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonNONEPersonNm
FieldValueIRS element (for citing)
Contractor AddressContractorAddress
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$325,508FundraisingAmt
All Other Contributions$1,138,382AllOtherContributionsAmt
Total Contributions$1,463,890TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,908TotalRevenueColumnAmt
Exclusion$17,908ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$89,936FundraisingGrossIncomeAmt
Fundraising Direct Expenses$112,603FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$22,667TotalRevenueColumnAmt
Exclusion-$22,667ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,459,131TotalRevenueColumnAmt
Exclusion-$4,759ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$755,240TotalAmt
Program Services$755,240ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$143,458TotalAmt
Fundraising$143,458FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,025TotalAmt
Fundraising$6,025FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$28,433TotalAmt
Fundraising$28,433FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,784TotalAmt
Fundraising$11,784FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$613TotalAmt
Fundraising$613FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$37,332TotalAmt
Fundraising$37,332FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Fundraising$200FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,845TotalAmt
Fundraising$2,845FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$15,137TotalAmt
Fundraising$15,137FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,001,067TotalAmt
Program Services$755,240ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$245,827FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,726,924BOYAmt
EOY$2,080,376EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

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

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,726,924BOYAmt
EOY$2,080,376EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

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

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$142,353BOYAmt
EOY$37,989EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$142,353BOYAmt
EOY$37,989EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$77,231BOYAmt
EOY$81,696EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,425,526BOYAmt
EOY$1,724,263EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$236,276BOYAmt
EOY$236,428EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,584,571BOYAmt
EOY$2,042,387EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,726,924BOYAmt
EOY$2,080,376EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$458,064ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$248OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CAMBRIDGE PUBLIC HEALTH COMMISSIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN043320571EIN
Organization Type6OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$755,240SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$755,240SupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,507,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$906,222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,013,008CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,040,124CurrentTaxYearMinus1YearAmt
Current Tax Year$1,463,890CurrentTaxYearAmt
Total$5,930,526TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,507,282CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$906,222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,013,008CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,040,124CurrentTaxYearMinus1YearAmt
Current Tax Year$1,463,890CurrentTaxYearAmt
Total$5,930,526TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$916,903SubstantialContributorsTotAmt
Public Support Total170$5,013,623PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$10,090CurrentTaxYearMinus1YearAmt
Current Tax Year$17,908CurrentTaxYearAmt
Total$27,998TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$5,958,524TotalSupportAmt
Gross Receipts Rltd Activities$339,242GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84142PublicSupportCY170Pct
Public Support PY1700.80031PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationYes (true)SuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 12G:FormAndLineReferenceDesc
ExplanationCAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. (THE "ORGANIZATION") IS A WHOLLY-OWNED SUBSIDIARY OF THE CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"). CHA IS A GOVERNMENT ENTITY CREATED BY, AND CURRENTLY EXISTING PURSUANT TO, MASSACHUSETTS STATUTE, CHAPTER 147 OF THE ACTS AND RESOLVES OF 1996. PART IV, SECTION A, LINE 2: THE ORGANIZATION'S SOLE SUPPORTED ORGANIZATION IS THE CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"). CHA DOES NOT HAVE AN IRS DETERMINATION OF STATUS UNDER SECTION 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE (THE "CODE") BECAUSE IT IS A GOVERNMENTAL UNIT. CHA WAS CREATED IN 1996 BY CHAPTER 147 OF THE ACTS OF 1996 OF THE COMMONWEALTH OF MASSACHUSETTS (THE "ENABLING ACT") AS "A BODY OF POLITIC AND CORPORATE." IN THE ENABLING ACT, THE MASSACHUSETTS LEGISLATURE DECLARED "[CHA] IS HEREBY CONSTITUTED A PUBLIC INSTRUMENTALITY AND THE EXERCISE BY [CHA] OF THE POWERS CONFERRED BY THIS ACT SHALL BE DEEMED AND HELD TO BE THE PERFORMANCE OF AN ESSENTIAL PUBLIC FUNCTION." THE ENABLING ACT FURTHER PROVIDES THAT CHA IS GOVERNED AND CONTROLLED BY A BOARD APPOINTED BY THE CITY MANAGER OF CAMBRIDGE. CONSEQUENTLY, CHA IS AN ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(V) AND, BY EXTENSION, SECTION 509(A)(1) OF THE CODE. CHA OPERATES, SUPERVISES, AND CONTROLS THE ORGANIZATION IN THE SAME MANNER THAT IT OPERATES, SUPERVISES, AND CONTROLS, THE ORGANIZATION'S SISTER SUBSIDIARY, SOMERVILLE HOSPITAL. BY LETTER TO SOMERVILLE HOSPITAL DATED JULY 25, 2013, THE INTERNAL REVENUE SERVICE STATED, "WE DETERMINED THAT YOU ARE A TYPE I SUPPORTING ORGANIZATION UNDER 509(A)(3). A TYPE I SUPPORTING ORGANIZATION IS OPERATED, SUPERVISED, OR CONTROLLED BY ONE OR MORE PUBICLY SUPPORTED CHARITIES." THERE HAVE BEEN NO CHANGES TO CHA'S OPERATION, SUPERVISION, OR CONTROL OF THE ORGANIZATION SINCE JULY 25, 2013.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$236,276BeginningYearBalanceAmt
Contributions$153ContributionsAmt
Investment Earnings Or Losses$1,137InvestmentEarningsOrLossesAmt
Other Expenditures$1,138OtherExpendituresAmt
End Year Balance$236,428EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$236,072BeginningYearBalanceAmt
Contributions$203ContributionsAmt
Investment Earnings Or Losses$712InvestmentEarningsOrLossesAmt
Other Expenditures$711OtherExpendituresAmt
End Year Balance$236,276EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$236,942BeginningYearBalanceAmt
Contributions$459ContributionsAmt
Investment Earnings Or Losses$620InvestmentEarningsOrLossesAmt
Other Expenditures$1,949OtherExpendituresAmt
End Year Balance$236,072EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$236,379BeginningYearBalanceAmt
Contributions$439ContributionsAmt
Investment Earnings Or Losses$258InvestmentEarningsOrLossesAmt
Other Expenditures$134OtherExpendituresAmt
End Year Balance$236,942EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$235,803BeginningYearBalanceAmt
Contributions$533ContributionsAmt
Investment Earnings Or Losses$89InvestmentEarningsOrLossesAmt
Other Expenditures$46OtherExpendituresAmt
End Year Balance$236,379EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4:FormAndLineReferenceDesc
ExplanationTHE PURPOSE OF CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC.'S ENDOWMENT IS TO SUPPORT THE PROGRAMS AND OPERATIONS OF ITS SUPPORTED ORGANIZATION, THE CAMBRIDGE PUBLIC HEALTH COMMISSION.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$92,955GrossReceiptsEvent1Amt
Charitable Contri Event1$65,996CharitableContriEvent1Amt
Gross Revenue Event1$26,959GrossRevenueEvent1Amt
Entertainment Event1$26,959EntertainmentEvent1Amt
Other Direct Expenses Event1$7,432OtherDirectExpensesEvent1Amt
Event2ART OF HEALINGEvent2Nm
Gross Receipts Event2$322,489GrossReceiptsEvent2Amt
Charitable Contri Event2$259,512CharitableContriEvent2Amt
Gross Revenue Event2$62,977GrossRevenueEvent2Amt
Entertainment Event2$62,977EntertainmentEvent2Amt
Other Direct Expenses Event2$15,235OtherDirectExpensesEvent2Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$415,444GrossReceiptsTotalAmt
Charitable Contributions Tot$325,508CharitableContributionsTotAmt
Gross Revenue Total Events$89,936GrossRevenueTotalEventsAmt
Entertainment Total Events$89,936EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$22,667OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$112,603DirectExpenseSummaryEventsAmt
Net Income Summary-$22,667NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMBRIDGE PUBLIC HEALTH COMMISSIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1COMMERCE PLACE 350 MAIN STREET MAAddressLine1Txt
CityMALDENCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02148ZIPCd
FieldValueIRS element (for citing)
Recipient EIN043320571RecipientEIN
IRC SectionGOV'TIRCSectionDesc
Cash Grant$755,240CashGrantAmt
Purpose Of GrantTO SUPPORT CHA PROGRAMS, SERVICES, AND OPERATIONAL NEEDS.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART 1 LINE 2FormAndLineReferenceDesc
ExplanationTHE CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. MAKES GRANTS ONLY TO ITS PARENT, CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA") TO SUPPORT CHA'S PROGRAMS AND HEALTH SERVICES.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PATRICK R WARDELL
DIRECTOR$0$569,263$0$60,900$0$53,542$0$10,800$0$29,588$0$724,093$0$0
JILL BATTY
DIRECTOR/TREASURER$0$418,388$0$0$0$27,997$0$10,800$0$31,121$0$488,306$0$0
CONNIE YOUNG
CLERK$0$162,020$0$0$0$0$0$0$0$25,766$0$187,786$0$0
MARY CASSESSO
DIRECTOR/PRESIDENT$0$274,539$0$0$0$8,709$0$10,800$0$1,320$0$295,368$0$0
ANDREW FUQUA
SVP FOR LEGAL SERVICES-FORMER$0$321,520$0$0$0$4,658$0$5,400$0$9,685$0$341,263$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 3:FormAndLineReferenceDesc
ExplanationEXECUTIVES ARE COMPENSATED FOR THEIR SERVICES AS EXECUTIVES OF CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. (THE "ORGANIZATION") THROUGH A RELATED ORGANIZATION'S PAYROLL. DIRECTORS OF THE ORGANIZATION WHO WERE COMPENSATED BY A RELATED ORGANIZATION WERE COMPENSATED FOR SERVICES THAT WERE RENDERED IN OTHER ROLES. THE ORGANIZATION RELIES ON ITS SOLE CORPORATE PARENT, CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"), TO DETERMINE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT. THE COMMITTEE IS COMPOSED OF INDEPENDENT PERSONS. TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT, CHA USED A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD OF CHA. CHA HAS ENTERED INTO A WRITTEN CONTRACT WITH THE SENIOR EXECUTIVE SERVING AS THE ORGANIZATION'S PRESIDENT. PART I, LINE 4B: EFFECTIVE MAY 1, 2016, PATRICK WARDELL ENTERED INTO AN EMPLOYMENT AGREEMENT WITH THE CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"). MR. WARDELL IS THE CEO OF CHA. UNDER THIS AGREEMENT, MR. WARDELL WILL BE PROVIDED ANNUAL AND LONG-TERM CASH INCENTIVE BONUSES BASED ON THE ACHIEVEMENT OF SPECIFIED ORGANIZATIONAL OBJECTIVES EACH FISCAL YEAR AND OVER THE PERFORMANCE PERIOD FOR LONG TERM INCENTIVES. PART II: THE FOLLOWING INDIVIDUALS WERE BOARD MEMBERS AND OFFICERS WHO WERE COMPENSATED FOR THEIR POSITIONS AT THE ORGANIZATION'S SOLE CORPORATE MEMBER, CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE, AND ITS RELATED ORGANIZATIONS. PATRICK R. WARDELL JILL BATTY MARY CASSESSO CONNIE YOUNGExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1:CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. (THE "ORGANIZATION") IS A WHOLLY-OWNED SUBSIDIARY OF THE CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"), A PUBLIC HEALTH SYSTEM CREATED BY AND EXISTING PURSUANT TO A SPECIAL ACT OF THE MASSACHUSETTS LEGISLATURE. THE ORGANIZATION PROVIDES FUNDRAISING SUPPORT FOR CHA AND ALL RELATED ORGANIZATIONS IN FURTHERANCE OF CHA'S MISSION TO IMPROVE THE HEALTH OF COMMUNITIES IT SERVES. PART VI, LINE 2: PATRICK WARDELL, JILL BATTY, MARY CASSESSO, AND CONNIE YOUNG ARE ALSO EMPLOYEES OF CAMBRIDGE PUBLIC HEALTH COMMISSION OR ITS OTHER WHOLLY-OWNED SUBSIDIARIES, AND THEREFORE HAVE A BUSINESS RELATIONSHIP. PART VI, LINE 6: CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE IS THE SOLE CORPORATE MEMBER OF CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC.
Part VI, Line 7a:CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE HAS THE RIGHT TO APPOINT, AND DOES APPOINT, ALL MEMBERS OF CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. BOARD OF DIRECTORS.
Part VI, Line 7b:AS SET FORTH IN THE BYLAWS OF CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. (THE "ORGANIZATION"), CERTAIN ACTIONS OF THE ORGANIZATION'S BOARD OF DIRECTORS MUST BE APPROVED BY CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"), THE ORGANIZATION'S SOLE CORPORATE MEMBER. THESE ACTIONS REQUIRING CHA APPROVAL INCLUDE ADOPTION OF THE ORGANIZATION'S BUDGET; ANY MERGER, CONSOLIDATION, JOINT VENTURE, OR AFFILIATION; ANY CAPITAL TRANSACTION OR INCURRENCE OF DEBT GREATER THAN $500,000; AMENDMENTS TO THE ORGANIZATION'S BYLAWS OR ARTICLES OF ORGANIZATION; THE SALE OR OTHER DISPOSITION OF OR MORTGAGE OR GRANT OF A SECURITY INTEREST IN ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS; AND DISSOLUTION OR LIQUIDATION OF THE ORGANIZATION. CHA HAS AUTHORITY TO APPROVE OR DENY ANY SUCH DECISION MADE BY THE ORGANIZATION'S BOARD OF DIRECTORS. ITEMS CAN BE RECOMMENDED TO THE BOARD OF CHA OR ITS COMMITTEES FOR REVIEW AND APPROVAL.
PART VI, Line 11:CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC.'S FORM 990 WAS PREPARED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ACCOUNTANTS AND PAID PREPARER (ERNST & YOUNG LLP). CAMBRIDGE HEALTH ALLIANCE FOUNDATION INC.'S INTERNAL MANAGEMENT AND CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA") EMPLOYEES REVIEWED THE FORM 990 AND PROVIDED COMMENTS AND CHANGES. ONCE THE RETURN WAS UPDATED THE FORM 990 WAS PRESENTED FOR REVIEW TO EACH VOTING MEMBER OF THE CHA BOARD FINANCE COMMITTEE. ERNST & YOUNG LLP THEN FINALIZED THE FORM 990 BASED ON THE REVIEW AND FEEDBACK OF THE CHA BOARD FINANCE COMMITTEE. COPIES OF THE COMPLETED FORM 990 WERE DISTRIBUTED IN ELECTRONIC OR PAPER FORM TO MEMBERS OF THE CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC.'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
Part VI, Line 12c:THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY FOR ITS DIRECTORS AND ONE FOR ITS OFFICERS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THESE CONFLICT OF INTEREST POLICIES BY ANNUALLY SURVEYING ITS OFFICERS AND DIRECTORS. OFFICERS AND DIRECTORS ARE ALSO GIVEN A COPY OF THE APPLICABLE CONFLICT OF INTEREST POLICY ALONG WITH THE ANNUAL SURVEY AND ARE REMINDED OF THEIR OBLIGATION TO PROMPTLY REPORT ANY NEW POTENTIAL CONFLICTS THAT ARISE. THE COMPLIANCE OFFICER REVIEWS THE RESPONSES. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE APPLICABLE INDIVIDUAL IS PRECLUDED FROM PARTICIPATING IN DELIBERATION ON OR DECISION-MAKING REGARDING THE TOPIC GIVING RISE TO THE CONFLICT. EACH CONFLICT POLICY CONTAINS DISCIPLINARY PROVISIONS TO ADDRESS VIOLATIONS OF THE POLICY. PART VI, LINE 14: THE ORGANIZATION HAS AN ACTIVE DOCUMENT RETENTION AND DESTRUCTION POLICY APPROVED BY MANAGEMENT. THIS POLICY HAS NOT BEEN APPROVED BY THE BOARD OR A COMMITTEE OF THE BOARD AS OF JUNE 30, 2018.
Part VI, Line 15a:THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF THE ORGANIZATION'S SOLE MEMBER, CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA") IS THE AUTHORIZED BODY FOR REVIEWING THE PRESIDENT'S COMPENSATION. THE PRESIDENT IS AN EMPLOYEE OF A RELATED ORGANIZATION THAT PROVIDES THE PRESIDENT'S SERVICES TO THE ORGANIZATION. THE COMMITTEE IS COMPOSED OF INDEPENDENT PERSONS. THE COMMITTEE RELIED UPON COMPARABILITY DATA OBTAINED BY AN INDEPENDENT CONSULTANT WHEN APPROVING THE PRESIDENT'S 2017 COMPENSATION AND DOCUMENTED THEIR DECISIONS IN THE BOARD MINUTES. PART VI, LINE 15B: THE COMPENSATION COMMITTEE OF THE BOARD OF CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA") IS THE "AUTHORIZED BODY" FOR REVIEWING COMPENSATION OF ALL OFFICERS OF CHA AND ITS SUBSIDIARIES, INCLUDING CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. (THE "ORGANIZATION"). THE COMPENSATION COMMITTEE ALSO REVIEWS ALL COMPENSATION OF CLINICAL DEPARTMENT CHIEFS AND THOSE KEY EMPLOYEES OF CHA AND ITS SUBSIDIARIES (INCLUDING THE ORGANIZATION) WHO ARE "DISQUALIFIED PERSONS" UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE. THE COMPENSATION COMMITTEE CONSISTS OF INDEPENDENT MEMBERS AND REVIEWS AND RECOMMENDS COMPENSATION BASED ON MARKET DATA AND BENCHMARKS PROVIDED BY INDEPENDENT CONSULTANTS.
Part VI, Line 19:THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC EITHER BY MAIL OR IN PERSON AT THE ORGANIZATION'S OFFICE, DEPENDING ON THE FORM OF REQUEST. PART VIII, LINE 8A: THE GROSS RECEIPTS FROM THE GOLF TOURNAMENT EVENT WERE RECORDED AS FULLY RESTRICTED FUNDS DURING THE FISCAL YEAR. PART IX, LINE 7: CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. DOES NOT HAVE ANY EMPLOYEES. THE FORM 990, PART IX SHOWS SALARIES EXPENSE BECAUSE IT IS REIMBURSED TO A RELATED ORGANIZATION.
PART XI, LINE 9:CHANGE IN NET ASSETS OR FUND BALANCE INCLUDED: TRANSFER FROM/TO AFFILIATED - ($248)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
WHIDDEN MEMORIAL HOSPITAL INC
COMMERCE PLACE 350 MAIN STMALDENMA02148043561265SEE PART VIIMA501(C)(3)12ACPHCfalse
SOMERVILLE HOSPITAL
COMMERCE PLACE 350 MAIN STMALDENMA02148042103852SEE PART VIIMA501(C)(3)12aCPHCfalse
CHA MANAGEMENT SERVICES INC
COMMERCE PLACE 350 MAIN STMALDENMA02148043476565SEE PART VIIMA501(C)(3)12ACPHCfalse
INSTITUTE FOR COMMUNITY HEALTHINC
COMMERCE PLACE 350 MAIN STMALDENMA02148043543853HLTH RESEARCHMA501(C)(3)7CPHCfalse
CAMBRIDGE HEALTH ALLIANCE PHYS ORG INC
COMMERCE PLACE 350 MAIN STMALDENMA02148043167608PHYSICIAN SVCMA501(C)(3)7CPHCfalse
CAMBRIDGE PUBLIC HEALTH COMMISSION
COMMERCE PLACE 350 MAIN STMALDENMA02148043320571HEALTHCAREMAN/ANAfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SOMERVILLE HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeOTransactionTypeTxt
Involved$194,288InvolvedAmt
Method Of Amount DeterminationCOSTMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 1, COLUMN (B)FormAndLineReferenceDesc
ExplanationWHIDDEN MEMORIAL HOSPITAL, INC. PRIMARY ACTIVITY: REAL ESTATE HOLDING AND EMPLOYMENT SERVICES SUPPORTING ORGANIZATION FOR CAMBRIDGE PUBLIC HEALTH COMMISSION. PART II, LINE 2, COLUMN (B) SOMERVILLE HOSPITAL PRIMARY ACTIVITY: REAL ESTATE HOLDING AND EMPLOYMENT SERVICES SUPPORTING ORGANIZATION FOR CAMBRIDGE PUBLIC HEALTH COMMISSION. PART II, LINE 3, COLUMN (B) CHA MANAGEMENT SERVICES, INC. PRIMARY ACTIVITY: ASSET HOLDING SUPPORTING ORGANIZATION FOR CAMBRIDGE PUBLIC HEALTH COMMISSION.ExplanationTxt

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