YANKEE ALLIANCE INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: YANKEE ALLIANCE INC (EIN 22-2561879)
Tax period: 2017-10-01 to 2018-09-30
Filed: 2019-06-06
IRS object ID: 201941579349100604
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
Form 990-PF
Accounting Fees Schedule
General Explanation Attachment
Investments Other Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-06-06T08:57:29-05:00	ReturnTs
Tax Period End	2018-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	010523282	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Berry Dunn McNeil & Parker LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 1100	AddressLine1Txt
City	Portland	CityNm
State Abbreviation	ME	StateAbbreviationCd
ZIP	041041100	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	222561879	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Yankee Alliance Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	YANK	BusinessNameControlTxt
Phone	9784702000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	138 River Road	AddressLine1Txt
City	Andover	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	018101083	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Stephen Grubbs	PersonNm
Person Title	Treasurer	PersonTitleTxt
Phone	9784702000	PhoneNum
Signature	2019-05-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Barbara J McGuan CPA	PreparerPersonNm
PTIN	P00219457	PTIN
Phone	2077752387	PhoneNum
Preparation	2019-05-15	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	69.49.157.66	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-05-15	IPDt
IP Tm	16:53:42	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	C86B3C3384E7B30FA9F9EB149CE7FBCC333204C6	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8CB03294F4C8EEE0A7F1275F402B300CCFF6E31F	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,832,732	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$2,628	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,628	InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$811,945	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$936,489	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$811,945	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$138,761	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$97,995	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$953,334	TotalRevAndExpnssAmt
Total Net Invst Incm	$814,573	TotalNetInvstIncmAmt
Total Adj Net Incm	$97,995	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$14,022	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$7,011	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$7,011	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$33,785	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$16,487	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$17,299	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$673	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss	$35,052	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$326	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$14,226	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$83,532	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$23,824	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$38,536	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$816,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$816,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$899,532	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$23,824	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$38,536	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$816,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$53,802	ExcessRevenueOverExpensesAmt
Net Investment Income	$790,749	NetInvestmentIncomeAmt
Adjusted Net Income	$59,459	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$188,500	CashBOYAmt
Cash EOY	$596,956	CashEOYAmt
Cash EOYFMV	$596,956	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$939,609	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$552,602	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$552,602	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$4,808	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$5,075	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$5,075	PrepaidExpensesEOYFMVAmt
Other Investments BOY	$652,506	OtherInvestmentsBOYAmt
Other Investments EOY	$626,650	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$626,650	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,049,326	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,049,326	LandBldgEquipAccumDeprecAmt
Other Assets BOY	$1,010,683	OtherAssetsBOYAmt
Other Assets EOY	$1,051,449	OtherAssetsEOYAmt
Other Assets EOYFMV	$1,051,449	OtherAssetsEOYFMVAmt
Total Assets BOY	$2,796,106	TotalAssetsBOYAmt
Total Assets EOY	$2,832,732	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,832,732	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$90,633	AccountsPayableBOYAmt
Accounts Payable EOY	$96,127	AccountsPayableEOYAmt
Other Liabilities BOY	$185,553	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$200,786	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$276,186	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$296,913	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$2,519,920	UnrestrictedBOYAmt
Unrestricted EOY	$2,535,819	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,519,920	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,535,819	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,796,106	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,832,732	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,519,920	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$53,802	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,573,722	SubtotalAmt
Other Decreases	$37,903	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,535,819	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
6,148 Class B Units Premier Healthcare	P	2017-12-11	$182,586	$24,285	$158,301	$158,301
923 Class B Units Premier Healthcare	P	2017-12-14	$27,407	$3,646	$23,761	$23,761
2,218 Class B Units Premier Healthcare	P	2017-12-15	$65,867	$8,761	$57,106	$57,106
12,967 Class B Units Premier Healthcare	P	2017-12-18	$385,209	$51,219	$333,990	$333,990
1,167 Class B Units Premier Healthcare	P	2018-01-02	$34,653	$4,610	$30,043	$30,043
8,107 Class B Units Premier Healthcare	P	2018-01-05	$240,767	$32,023	$208,744	$208,744

Field	Value	IRS element (for citing)
Capital Gain Net Income	$811,945	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$686,846	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,487,608	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.461712	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$920,271	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,360,686	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.676329	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$3,049,636	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$2,408,686	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	1.266099	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$3,091,872	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$4,361,589	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.708887	DistributionYr4Rt
Total Distribution	3.113027	TotalDistributionRt
Average Distribution	0.778257	AverageDistributionRt
Net Vl Noncharitable Assets	$1,581,876	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,231,106	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$7,907	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,239,013	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$816,000	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$15,815	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$15,815	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$15,815	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$18,364	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$5,816	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$24,180	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$8,365	OverpaymentAmt
Applied To ES Tax	$8,365	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Org Report Or Register State	NC	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	Cathy Spinney President and CEO	IndividualWithBooksNm
Phone	9784702000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	138 River Road	AddressLine1Txt
City	Andover	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01810	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
Keith Hovan
138 River Road	Andover	MA	01810	Chairman	0.30	$0	$0	$0
David Lincoln
138 River Road	Andover	MA	01810	Vice Chairman	0.30	$0	$0	$0
Dianne Shugrue
138 River Road	Andover	MA	01810	Treasurer	0.30	$0	$0	$0
Normand Deschene
138 River Road	Andover	MA	01810	Director	0.30	$0	$0	$0
David Phelps
138 River Road	Andover	MA	01810	Director	0.30	$0	$0	$0
Matthew Woods
138 River Road	Andover	MA	01810	Director	0.30	$0	$0	$0
Cathy Spinney
138 River Road	Andover	MA	01810	Chief Operating Officer	0.80	$0	$0	$0
Amy Campbell
138 River Road	Andover	MA	01810	SVP Corporate Operations	0.80	$0	$0	$0
Melanie Kawiecki
138 River Road	Andover	MA	01810	SVP Finance	0.70	$0	$0	$0
John Vlahopoulos
138 River Road	Andover	MA	01810	SVP Member Services	0.00	$0	$0	$0
James Oliver
138 River Road	Andover	MA	01810	Past CEO/President/Clerk	0.80	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	Research, develop and maintain joint venture, best practice applications and knowledge transfer initiatives. The current membership of over 50 acute care hospitals and thousands of alternate site facilities benefit from best-practice applications and knowledge transfer initiatives generated through the collaborative process Yankee has developed over the past two and one half decades.	Description1Txt
Expenses1	$83,532	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,208,162	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$392,728	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$5,075	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,605,965	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,605,965	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$24,089	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,581,876	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$79,094	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$79,094	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$15,815	TaxBasedOnInvestmentIncomeAmt
Income Tax	$783	IncomeTaxAmt
Total Tax	$16,598	TotalTaxAmt
Distributable Before Adj	$62,496	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$62,496	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$62,496	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$816,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$816,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$816,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$62,496	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$2,891,157	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,946,807	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$871,511	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$630,967	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$7,340,442	TotalExcessDistributionCyovAmt
Qualifying Distributions	$816,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$62,496	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$753,504	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$8,093,946	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$8,093,946	ExcessDistriCyovToNextYrAmt
Excess From Year4	$2,891,157	ExcessFromYear4Amt
Excess From Year3	$2,946,807	ExcessFromYear3Amt
Excess From Year2	$871,511	ExcessFromYear2Amt
Excess From Year1	$630,967	ExcessFromYear1Amt
Excess From Current Year	$753,504	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Berkshire Health Systems
725 North Street	Pittsfield	MA	01201	PC	Supplyview; Value Analysis Coordinator	$117,448
Covenant Health
100 Ames Pond Drive Suite 102	Tewksbury	MA	01876	PC	Supplyview; Acute Revenue Cycle Intergration & Consolidation	$166,119
Glens Falls Hospital
100 Park Street	Glens Falls	NY	12801	PC	Supplyview; Revenue Cycle Improvement Initiative	$142,199
Lowell General Hospital
295 Varnum Ave	Lowell	MA	01854	PC	Supplyview; C-Arm Replacement	$111,589
Southcoast Hospitals Group Inc
101 Page Street	New Bedford	MA	02740	PC	Supplyview; Quality Improvement	$170,119
Winchester Hospital
41 Highland Avenue	Winchester	MA	01890	PC	Supplyview; Physician Advisor Program	$108,526

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$816,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

Field	Value	IRS element (for citing)
Desc	Income from Passthrough	Desc
Business	900099	BusinessCd
Unrelated Business Taxbl Incm	$5,014	UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm	$92,489	RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,628	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$811,945	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	BusinessBusinessCd	ExclusionExclusionCd	ExclusionExclusionAmt
Other Revenue	900099	01	$492
Change in CSV Life Insurance	900099	01	$40,766

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$5,014	UnrelatedBusinessTaxblIncmAmt
Exclusion	$855,831	ExclusionAmt
Related Or Exempt Function Incm	$92,489	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$953,334	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	1a	LineNumberTxt
Relationship Statement	Passthrough Income from Partnership in Premier Healthcare Alliance, LP Income is for group purchasing activities, related to Organization's mission.	RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Accounting Expenses	CategoryTxt
Amt	$14,022	Amt
Net Investment Income	$7,011	NetInvestmentIncomeAmt
Adjusted Net Income	$7,011	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	Medium ExplanationMediumExplanationTxt
Part II, Line 14	Section 1.263(a)-3(n) Election:Yankee Alliance, Inc. 138 River RoadAndover, MA 01810EIN: 22-2561879Yankee Alliance, Inc., is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).
Form 990-PF, Part VIII:	Yankee Alliance, Inc. has no employees and does not pay compensation to its officers, directors or highly compensated employees. Certain individuals who are employees of Yankee Alliance, LLC, a related organization, perform services for Yankee Alliance, Inc., for which Yankee Alliance, Inc. reimburses Yankee Alliance, LLC at cost.

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
94,592 Class B Units Premier Healthcare Alliance, LP	FMV	$449,218	$449,218
Lincoln National Life Insurance Co. 457(b) Plan Assets	FMV	$177,432	$177,432

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	CSV of Life Insurance	Desc
BOY Book Value	$1,010,683	BOYBookValueAmt
EOY Book Value	$1,051,449	EOYBookValueAmt
EOYFMV	$1,051,449	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Income from Passthrough -- Premier Healthcare K-1	Desc
Amt	$37,903	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	Other Expenses	Desc
Revenue And Expenses Per Books	$35,052	RevenueAndExpensesPerBooksAmt
Net Investment Income	$326	NetInvestmentIncomeAmt
Adjusted Net Income	$14,226	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Net Investment IncomeNetInvestmentIncomeAmt
Income from Passthrough	$97,503	$97,503
Other Revenue	$492	$492
Change in CSV Life Insurance	$40,766	$0	$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
Deferred Compensation	$177,611	$177,432
Due To Affiliates	$7,942	$23,354

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Management Services	CategoryTxt
Amt	$33,785	Amt
Net Investment Income	$16,487	NetInvestmentIncomeAmt
Adjusted Net Income	$17,299	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

YANKEE ALLIANCE INC: Form 990PF, tax year 2017

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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