POINT32HEALTH FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- POINT32HEALTH FOUNDATION INC (EIN 26-1374263)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349304331
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T08:57:38-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261374263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS HEALTH PLAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % UMESH KURPAD | InCareOfNm |
| Business Name Control | TUFT | BusinessNameControlTxt |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024721508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD TEXERIA | PersonNm |
| Person Title | VP & CONTROLLER | PersonTitleTxt |
| Phone | 6179729400 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | eileen webb | PreparerPersonNm |
| PTIN | P01641852 | PTIN |
| Phone | 4126447800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 164.57.159.253 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04750420183185000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7E659306EFE8AB3B64B9EC1E9A33CFA3490291F4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C3B5AB39C75B0F766C6586D275CCC925E90F1416 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS CROSWELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024721508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,766,067 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TUFTSHEALTHPLANFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S MISSION IS TO IMPROVE THE HEALTH AND WELLNESS OF THE diverse communities we serve. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,351,546 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,059,975 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $302,438 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,967,729 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,653,984 | PYTotalRevenueAmt |
| CY Total Revenue | $12,027,704 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,556,551 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,798,206 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $721,057 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $820,380 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $717,022 | PYOtherExpensesAmt |
| CY Other Expenses | $706,620 | CYOtherExpensesAmt |
| PY Total Expenses | $4,994,630 | PYTotalExpensesAmt |
| CY Total Expenses | $5,325,206 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,340,646 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,702,498 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,221,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,147,999 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,334,449 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,461,235 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,887,152 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $70,686,764 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,275,089 | ExpenseAmt |
| Grant | $1,785,322 | GrantAmt |
| Desc | Systems & Best Practices Grants (See Schedule O). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,039,150 | ExpenseAmt |
| Grant | $815,448 | GrantAmt |
| Desc | Policy and Advocacy Grants (See Schedule O). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $860,507 | ExpenseAmt |
| Grant | $675,262 | GrantAmt |
| Desc | Corporate Citizenship (See Schedule O). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $665,422 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $522,174 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,840,168 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMESH KURPAD | PersonNm |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| STEVEN A TOLMAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE GOLAR RICHIE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $5,000 | $0 | $0 | |||
| NORA MORENO CARGIE | |||||||||
| President/director | 50.0 | 0.0 | Yes (X) | $0 | $368,606 | $93,528 | Yes (X) | ||
| PATRICIA BLAKE | |||||||||
| Dir/pres sr prod.(until 6/17) | 0.0 | 50.0 | Yes (X) | $0 | $633,740 | $127,760 | |||
| DAVID GREEN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $4,000 | $0 | $0 | |||
| JACKIE JENKINS-SCOTT | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $5,000 | $0 | $0 | |||
| VINCENT MOR | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $2,000 | $0 | $0 | |||
| Thomas Croswell | |||||||||
| Fndn Dir/CEO of TAHMO | 0.0 | 50.0 | Yes (X) | $0 | $1,730,340 | $170,133 | |||
| THOMAS P O'NEILL III | |||||||||
| DIRECTOR | 3.0 | 5.0 | Yes (X) | $5,500 | $42,500 | $0 | |||
| GEORGE A RUSSELL JR | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $5,000 | $0 | $0 | |||
| lydia greene | |||||||||
| Fndn Dir/SVP CHRO (from 6/17) | 0.0 | 50.0 | Yes (X) | $0 | $527,791 | $70,244 | |||
| yvonne goldsberry | |||||||||
| director (from 12/17) | 0.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| sarah slater | |||||||||
| director (from 12/17) | 0.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROLAND PRICE | |||||||||
| TREASURER | 0.0 | 50.0 | $0 | $399,457 | $97,361 | Yes (X) | |||
| UMESH KURPAD | |||||||||
| CFO | 0.0 | 50.0 | $0 | $905,836 | $109,883 | Yes (X) | |||
| Mary Mahoney | |||||||||
| Clerk | 0.0 | 50.0 | $0 | $555,713 | $65,760 | Yes (X) | |||
| Stacey Mann | |||||||||
| Manager, Corporate Citizenship | 50.0 | 0.0 | $0 | $132,044 | $26,011 | Yes (X) | |||
| Alrie Danielczyk | |||||||||
| Communications Officer | 50.0 | 0.0 | $0 | $117,139 | $9,017 | Yes (X) | |||
| JAMES ROOSEVELT | |||||||||
| Consultant | 0.0 | 50.0 | $0 | $780,968 | $93,949 | Yes (X) | |||
| LOIS CORNELL | |||||||||
| clerk (until 12/15) | 0.0 | 0.0 | $0 | $424,230 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $26,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,618,364 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $863,646 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $10,059,975 | RelatedOrganizationsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $10,059,975 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $193,789 | TotalRevenueColumnAmt |
| Exclusion | $193,789 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,512,303 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,738,363 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,773,940 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,773,940 | TotalRevenueColumnAmt |
| Exclusion | $1,773,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,027,704 | TotalRevenueColumnAmt |
| Exclusion | $1,967,729 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,798,206 | TotalAmt |
| Program Services | $3,798,206 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,500 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $35,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,733 | TotalAmt |
| Program Services | $598,733 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,147 | TotalAmt |
| Program Services | $186,147 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,600 | TotalAmt |
| Management And General | $37,600 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,193 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $255,193 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,474 | TotalAmt |
| Program Services | $187,579 | ProgramServicesAmt |
| Management And General | $46,895 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,381 | TotalAmt |
| Management And General | $3,381 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,735 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,735 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,422 | TotalAmt |
| Program Services | $25,422 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,334 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $19,334 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,974 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $36,974 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,929 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $26,929 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,477 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,477 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Charges to Affiliates | $29,640 | $23,712 | $5,928 | $0 |
| Other | $25,461 | $20,369 | $5,092 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,325,206 | TotalAmt |
| Program Services | $4,840,168 | ProgramServicesAmt |
| Management And General | $485,038 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,832 | BOYAmt |
| EOY | $2,960,969 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,025 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,030,094 | BOYAmt |
| EOY | $10,753,583 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $58,433,447 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,221,601 | BOYAmt |
| EOY | $72,147,999 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,121 | BOYAmt |
| EOY | $1,378,547 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,328 | BOYAmt |
| EOY | $82,688 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,334,449 | BOYAmt |
| EOY | $1,461,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,887,152 | BOYAmt |
| EOY | $70,686,764 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,887,152 | BOYAmt |
| EOY | $70,686,764 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,221,601 | BOYAmt |
| EOY | $72,147,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,702,498 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $97,114 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042674079 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (true) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (true) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (true) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE A, PART IV, LINE 3B | FormAndLineReferenceDesc |
| Explanation | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. FURNISHED A COPY OF ITS DETERMINATION LETTER AND COMPLETED A PRO FORMA SCHEDULE A, PART III CALCULATION. FORM 990, SCHEDULE A, PART IV, LINE 3C THE FOUNDATION BEGINS THE GRANT APPLICATION PROCESS BY REQUIRING A LETTER OF INTENT FROM THE REQUESTING COMMUNITY BASED ORGANIZATION (CBO). IF the IDEA BEING PROPOSED ALIGNS WITH THE FOUNDATION'S MISSION, THE CBO THEN SUBMITS A FULL PROPOSAL, MUST UNDERGO A FINANCIAL REVIEW AND BE A 501(C) (3). THIS STATUS IS REVIEWED BY A THIRD PARTY VENDOR AND VERIFIED BY FOUNDATION STAFF. FOR ALL GRANTS AWARDED, THE FOUNDATION REQUIRES SITE VISITS TO THE PROGRAMS BY STAFF, AN INTERIM PROGRESS REPORT WITH FOLLOW-UP AS NEEDED AND ONE POST-GRANT FINAL REPORT. FOR MULTI-YEAR GRANTS, REPORTING IS REQUIRED AT 10 MONTHS BEFORE FUNDS FOR SUBSEQUENT YEARS ARE RELEASED. FORM 990, SCHEDULE A, PART IV, LINE 6 NO MONETARY SUPPORT IS PROVIDED TO TAHMO. THE FOUNDATION INVESTS IN THE COMMUNITY THROUGH GRANT MAKING ON BEHALF OF TAHMO AND ADVANCES THE JOINT MISSION "TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE." THE FOUNDATION PROVIDES GRANTS TO OTHER SECTION 501(C) (3) ORGANIZATIONS IN THE COMMUNITY TO SUPPORT BOTH THE EXEMPT PURPOSE OF TAHMO AND FULFILL THE FOUNDATION'S EXEMPT PURPOSE. ADDITIONALLY, THE FOUNDATION SUPPORTS COMMUNITIES THROUGH CORPORATE CITIZENSHIP EFFORTS WHICH INCLUDE VOLUNTEERING IN COMMUNITY THROUGH STRUCTURED ACTIVITIES; A MATCH PROGRAM THAT DOUBLES CONTRIBUTIONS MADE TO ELIGIBLE NONPROFITS BY EMPLOYEES, FOUNDATION BOARD MEMBERS AND TAHMO BOARD MEMBERS; AND ENTERPRISE-WIDE WORKPLACE GIVING OPPORTUNITIES. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMINGLED FUND | Desc |
| Book Value | $58,433,447 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $58,433,447 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO TAHMO | $80,611 |
| DUE TO TAHP | $2,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $82,688 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,869,624 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $97,114 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $97,114 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,772,510 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $255,194 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $255,194 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,027,704 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,070,012 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,070,012 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $255,194 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $255,194 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,325,206 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | form 990, schedule d, part x, line 2 | FormAndLineReferenceDesc |
| Explanation | ASC 740 (FKA FIN 48) FOOTNOTE IN 2017, THE AUDITED FINANCIAL STATEMENTS FOR THE FOUNDATION DID NOT DISCLOSE AN ASC 740 FOOTNOTE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $13,170,430 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $13,170,430 | SubtotalSpentAmt |
| Total Spent | $13,170,430 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (59 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Partners for a Healthier Community | |||||||
| 280 Chestnut St | Springfield | MA | 01101 | 043342182 | 501(C)(3) | $49,995 | LiveWell Springfield (LWS) Coalition Age Friendly |
| Berkshires Tomorrow Inc | |||||||
| 1 Fenn St 2nd Fl | PITTSFIELD | MA | 01201 | 030572303 | 501(C)(3) | $103,030 | Age Friendly Berkshires |
| The Latino Health Insurance Program Inc | |||||||
| 88 waverly st 1st fl | FRAMINGHAM | MA | 01702 | 300614874 | 501(C)(3) | $50,000 | "Mi vida, Mi salud" : supporting Latino families |
| FOUNDATION FOR METROWEST INC | |||||||
| 3 Eliot Street | Natick | MA | 01760 | 043266789 | 501(C)(3) | $10,000 | Workplace giving |
| Honoring Choices Massachusetts | |||||||
| 426 north ave | weston | MA | 02493 | 462165454 | 501(C)(3) | $55,000 | who's your agent? |
| Massachusetts Audubon Society Inc | |||||||
| 208 South Great Road | Lincoln | MA | 01773 | 042104702 | 501(C)(3) | $5,958 | Workplace giving |
| Bridges Together | |||||||
| 47 WAYSIDE INN RD | SUDBURY | MA | 01776 | 455163085 | 501(C)(3) | $47,837 | Building Bridges |
| Elder Services of the Merrimack Valley Inc | |||||||
| 360 Merrimack St B5 | Lawrence | MA | 01843 | 042545136 | 501(C)(3) | $238,985 | Healthy Living Center of Excellence |
| Mill City Grows Inc | |||||||
| PO Box 7133 | Lowell | MA | 01852 | 472096070 | 501(C)(3) | $15,100 | Policy & Advocacy |
| SeniorCare Inc | |||||||
| 49 Blackburn Center | Gloucester | MA | 01930 | 042512171 | 501(C)(3) | $69,469 | Age and Dementia |
| Friends of Salem Council on Aging | |||||||
| PO Box 1077 | Salem | MA | 01970 | 042743841 | 501(C)(3) | $30,000 | FEASIBILITY STUDY OF |
| Friends of the Dedham Council of Aging | |||||||
| 858 HISH STREET | Dedham | MA | 02026 | 042932984 | 501(C)(3) | $54,545 | LIVABLE DEDHAM |
| Citizens' Housing and Planning Association | |||||||
| 18 TREMONT ST | BOSTON | MA | 02108 | 046138418 | 501(C)(3) | $102,000 | MA REFORM/ ON SOLID |
| COMMUNITY WORKS INC | |||||||
| 14 Beacon Street suite 719 | Boston | MA | 02108 | 042762623 | 501(C)(3) | $17,012 | Workplace giving |
| WalkBoston | |||||||
| 45 SCHOOL ST | BOSTON | MA | 02108 | 223061699 | 501(C)(3) | $43,500 | Safe Routes for |
| University of Massachusetts Foundation | |||||||
| 225 FRANKLIN ST 12 | BOSTON | MA | 02110 | 046013152 | 501(C)(3) | $336,173 | HEALTHY AGING DATA |
| HOMESTART INC | |||||||
| 105 Chauncy St Ste 502 | Boston | MA | 02111 | 043311270 | 501(C)(3) | $8,600 | Workplace giving |
| Massachusetts Law Reform Institute | |||||||
| 40 court st ste 800 | BOSTON | MA | 02108 | 046004303 | 501(C)(3) | $60,000 | Older Adult Nutrition Policy & Advocacy Project Program: Healthy Aging R.O.C.S. |
| Metropolitan Boston Housing Partnership | |||||||
| 125 Lincoln St 5th Fl | Boston | MA | 02111 | 042775991 | 501(C)(3) | $70,000 | BUILDING HOARDING |
| Greater Boston Legal Services | |||||||
| 197 Friend St | Boston | MA | 02114 | 042103907 | 501(C)(3) | $75,000 | Elder Abuse Prevent |
| Dana-Farber Cancer Institute INC | |||||||
| 450 Brookline Avenue | Boston | MA | 02115 | 042263040 | 501(C)(3) | $7,443 | Workplace giving |
| Boston Foundation Inc | |||||||
| 75 Arlington Street | Boston | MA | 02116 | 042104021 | 501(C)(3) | $60,560 | Workplace giving |
| Health Resources in Action- fiscal sponsor for Bos | |||||||
| 95 Berkeley St | Boston | MA | 02116 | 042229839 | 501(C)(3) | $74,768 | Healthy Community |
| YWCA Boston | |||||||
| 140 Clarendon St | Boston | MA | 02116 | 042103548 | 501(C)(3) | $7,500 | Workplace giving |
| The Greater Boston Food Bank Inc | |||||||
| 70 SOUTH BAY | BOSTON | MA | 02118 | 042717782 | 501(C)(3) | $33,525 | FOOD SECURITY |
| DIMOCK COMMUNITY FOUNDATION INC | |||||||
| 55 DIMOCK ST | ROXBURY | MA | 02119 | 043487827 | 501(C)(3) | $6,346 | Workplace giving Program |
| Dudley Street Neighborhood Intiative | |||||||
| 504 Dudley Street | Roxbury | MA | 02119 | 042859066 | 501(C)(3) | $50,000 | DEVELOPMENT |
| Whittier Street Health Center Committee Inc | |||||||
| 1125 Tremont St | Roxbury | MA | 02120 | 042619517 | 501(C)(3) | $57,802 | Geriatric Program Evidenced-Based Self-Management Programs |
| Massachusetts Senior Action Council | |||||||
| 108 myrtle st ste 112 | quincy | MA | 02171 | 042760902 | 501(C)(3) | $75,000 | Seniors Power Up! Fruit and Vegetable Consumption among Older Adults |
| Cristo Rey Boston High School Inc | |||||||
| 100 Savin Hill Ave | Dorchester | MA | 02125 | 562438544 | 501(C)(3) | $48,500 | Workplace giving Interfaith Organization (GBIO): A Partnership Campaign |
| Massachusetts Public Health Association | |||||||
| 14 beacon st | boston | MA | 02108 | 042326503 | 501(C)(3) | $67,500 | MBLZNG FOR PREV EQTY |
| Friends of JCHE | |||||||
| 30 WALLINGFORD RD | BRIGHTON | MA | 02135 | 042607197 | 501(C)(3) | $75,500 | Housing for All |
| Transition House Inc | |||||||
| 649 mass ave ste 6 | Cambridge | MA | 02139 | 042631789 | 501(C)(3) | $50,000 | Community Solutions to Domestic Violence: Focus on Initiative |
| UNITED WAY OF MASSACHUSETTS BAY INC | |||||||
| 51 Sleeper Street | Boston | MA | 02210 | 042382233 | 501(C)(3) | $59,080 | Workplace giving grantees and Capacity Building and Strategic Advisory Services |
| Trustees of Boston University | |||||||
| 264 bay state rd | Boston | MA | 02215 | 042103547 | 501(C)(3) | $73,975 | Strengthening an Age Friendly Community through Ca the Health of Communities through Collaborative Services and Programs |
| Brockton Neighborhood Health Center | |||||||
| 63 MAIN ST 5TH FL | BROCKTON | MA | 02301 | 043165044 | 501(C)(3) | $92,310 | Bringing Health Home |
| American Heart Association | |||||||
| 300 5th Ave | Waltham | MA | 02451 | 135613797 | 501(C)(3) | $5,925 | Workplace giving Massachusetts, New Hampshire and Rhode Island: Developing Learning Circles and Key Strategic Resources |
| Healthy Waltham Inc | |||||||
| 510 Moody St | Waltham | MA | 02453 | 461174988 | 501(C)(3) | $60,480 | Waltham Connections for Healthy Aging Effectively Conduct Health Impact Assessments and Community Health Improvement Initiatives |
| Belmont Day School Inc | |||||||
| 55 Day School Ln | Belmont | MA | 02478 | 042108347 | 501(C)(3) | $6,500 | Workplace giving address home care aide policy |
| Friends of the Belmont Council on Aging | |||||||
| 266 BEECH ST | Belmont | MA | 02478 | 550787111 | 501(C)(3) | $8,000 | Age Friendly Belmont |
| Friends of the Yarmouth Council on Aging | |||||||
| 528 Forest Rd | West Yarmouth | MA | 02673 | 043330127 | 501(C)(3) | $89,000 | Incubator and |
| Coastline Elderly Services Inc | |||||||
| 1646 PURCHASE ST | NEW BEDFORD | MA | 02740 | 042622121 | 501(C)(3) | $50,000 | NUTRITION |
| Saint Elizabeth Community | |||||||
| One Snt Elizabeth Wy | E Grnwch | RI | 02818 | 050258998 | 501(C)(3) | $65,000 | Support and Services at Home (SASH) |
| Rhode Island College Foundation | |||||||
| 600 MOUNT PLEASANT AVE | PROVIDENCE | RI | 02908 | 056049721 | 501(C)(3) | $122,700 | Build an Age |
| The Senior Agenda Coalition of Rhode Island | |||||||
| 70 Bath St | Providence | RI | 02908 | 743261256 | 501(C)(3) | $50,000 | RI SR VOICES FOR |
| Rhode Island Parent Information Network Inc | |||||||
| 1210 PONTIAC AVE | CRANSTON | RI | 02920 | 050457336 | 501(C)(3) | $81,497 | OWN YOUR HEALTH |
| Sustainable SNHPC Foundation | |||||||
| 438 DUBUQUE ST | MANCHESTER | NH | 03102 | 800449214 | 501(C)(3) | $50,280 | BECOME AGE- |
| Concord Regional Visiting Nurse Association | |||||||
| 30 Pillsbury Street | Concord | NH | 03301 | 020222122 | 501(C)(3) | $40,000 | AGING MASTERY PROGRAM |
| University of New Hampshire | |||||||
| 51 college road | Durham | NH | 03824 | 026000937 | 501(C)(3) | $98,054 | SENIOR LEADERSHIP |
| Local Initiative Support Corporation | |||||||
| 146 clifford st | providence | RI | 02903 | 133030229 | 501(C)(3) | $75,000 | FARMERS MRKT PRJ |
| American Red Cross of Massachusetts | |||||||
| 101 station ldg ste 510 | medford | MA | 02155 | 530196605 | 501(C)(3) | $17,709 | Workplace giving |
| NATIONAL ACADEMY OF SOCIAL INSURANCE | |||||||
| 1200 NEW HAMPSHIRE AVE | Washington | DC | 20036 | 521451753 | 501(C)(3) | $25,000 | Social Determinants of Health and Social Insurance |
| Enterprise Community Partners Inc | |||||||
| 334 boylston st ste 400 | boston | MA | 02116 | 521231931 | 501(C)(3) | $50,000 | HEALTH & SENIOR |
| Grantmakers In Aging Inc | |||||||
| 2001 JFFRSN DAVIS Hwy | ARLINGTON | VA | 22202 | 134014982 | 501(C)(3) | $56,000 | Workplace giving |
| COMMUNITY HEALTH CHARITIES | |||||||
| 1199 N Fairfax St 600 | Alexandria | VA | 22314 | 850258784 | 501(C)(3) | $11,444 | Workplace giving Boston Legal Services |
| DiscoverE | |||||||
| 24 upland rd | watertown | MA | 02472 | 320039097 | 501(C)(3) | $17,500 | Workplace giving |
| ALZHEIMER'S DISEASE & RLTD DSRDRS ASSO | |||||||
| 309 waverley oaks rd | waltham | MA | 02452 | 133039601 | 501(C)(3) | $338,124 | HEALTHCARE TRAINING |
| GEORGE BUSH PRESIDENTIAL LIBRARY FOUNDATION | |||||||
| PO BOX 14141 | College sta | TX | 77841 | 760345781 | 501(C)(3) | $5,327 | Workplace giving Health Transitions |
| MA Assc of Councils on Aging and sr center direct | |||||||
| 116 pleasant st | easthampton | MA | 01027 | 042793624 | 501(C)(3) | $97,516 | Dementia Friendly Massachusetts - Scale and Sustainability Phase (2018-2020) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 59 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule I | FormAndLineReferenceDesc |
| Explanation | DESC OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS. COMMUNITY INVESTORS (GRANTMAKERS) BEGIN THE GRANT APPLICATION PROCESS BY REQUIRING A LETTER OF INTENT FROM THE REQUESTING COMMUNITY BASED ORGANIZATION (CBO). IF the IDEA BEING PROPOSED ALIGNS WITH THE FOUNDATION'S MISSION, THE CBO THEN SUBMITS A FULL PROPOSAL, MUST UNDERGO A FINANCIAL REVIEW AND BE A 501(C)(3). THIS STATUS IS REVIEWED BY A THIRD PARTY VENDOR AND VERIFIED BY FOUNDATION STAFF. FOR ALL GRANTS AWARDED, THE FOUNDATION REQUIRES SITE VISITS TO THE PROGRAMS BY STAFF, AN INTERIM PROGRESS REPORT WITH FOLLOW-UP AS NEEDED AND ONE POST-GRANT FINAL REPORT. FOR MULT-YEAR GRANTS, REPORTING IS REQUIRED AT 10 MONTHS BEFORE FUNDS FOR SUBSEQUENT YEARS ARE RELEASED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOIS CORNELL | ||||||||||||||
| clerk (until 12/15) | $0 | $0 | $0 | $0 | $0 | $424,230 | $0 | $0 | $0 | $0 | $0 | $424,230 | $0 | $0 |
| ROLAND PRICE | ||||||||||||||
| TREASURER | $0 | $256,503 | $0 | $107,092 | $0 | $35,862 | $0 | $86,798 | $0 | $10,563 | $0 | $496,818 | $0 | $30,199 |
| UMESH KURPAD | ||||||||||||||
| CFO | $0 | $518,959 | $0 | $315,155 | $0 | $71,722 | $0 | $98,619 | $0 | $11,264 | $0 | $1,015,719 | $0 | $73,546 |
| NORA MORENO CARGIE | ||||||||||||||
| President/director | $0 | $264,944 | $0 | $110,616 | $0 | -$6,954 | $0 | $82,831 | $0 | $10,697 | $0 | $462,134 | $0 | $701 |
| PATRICIA BLAKE | ||||||||||||||
| Dir/pres sr prod.(until 6/17) | $0 | $384,210 | $0 | $204,158 | $0 | $45,372 | $0 | $111,599 | $0 | $16,161 | $0 | $761,500 | $0 | $52,924 |
| Stacey Mann | ||||||||||||||
| Manager, Corporate Citizenship | $0 | $133,143 | $0 | $13,000 | $0 | -$14,099 | $0 | $10,230 | $0 | $15,781 | $0 | $158,055 | $0 | $0 |
| Mary Mahoney | ||||||||||||||
| Clerk | $0 | $337,588 | $0 | $176,093 | $0 | $42,032 | $0 | $64,496 | $0 | $1,264 | $0 | $621,473 | $0 | $40,288 |
| Thomas Croswell | ||||||||||||||
| Fndn Dir/CEO of TAHMO | $0 | $890,865 | $0 | $706,350 | $0 | $133,125 | $0 | $163,839 | $0 | $6,294 | $0 | $1,900,473 | $0 | $130,657 |
| JAMES ROOSEVELT | ||||||||||||||
| Consultant | $0 | $348,614 | $0 | $332,594 | $0 | $99,760 | $0 | $93,949 | $0 | $0 | $0 | $874,917 | $0 | $99,760 |
| lydia greene | ||||||||||||||
| Fndn Dir/SVP CHRO (from 6/17) | $0 | $320,312 | $0 | $170,205 | $0 | $37,274 | $0 | $61,816 | $0 | $8,428 | $0 | $598,035 | $0 | $39,852 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 3 | SUPPLEMENTAL COMPENSATION INFORMATION THE FOUNDATION USES THE COMPENSATION POLICIES OF ITS SOLE MEMBER, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). form 990, schedule j, part i, line 4b THE RELATED ORGANIZATION MAINTAINS AN EXECUTIVE SAVINGS PLAN (ESP) FOR ITS SENIOR MANAGERS WITH THE TITLE DIRECTOR AND ABOVE. THE NUMBERS LISTED ON SCHEDULE J PART II COLUMN C REFLECT BOTH THE EMPLOYEE DEFERRALS AS WELL AS THE EMPLOYER CONTRIBUTIONS TO THE ESP. |
| form 990, schedule j, part i, line 6b | supplemental compensation information THE BELOW OFFICERS AND/OR DIRECTORS OF TUFTS HEALTH PLAN FOUNDATION, INC. ARE ELIGIBLE TO PARTICIPATE IN AN EXECUTIVE INCENTIVE PLAN BECAUSE OF THEIR ROLES AT TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. THE EMPLOYEES WHO PARTICIPATE IN THIS PLAN ARE: - ROLAND PRICE - NORA MORENO CARGIE - UMESH KURPAD - MARY O'TOOLE MAHONEY - THOMAS CROSWELL - PATRICIA BLAKE - LYDIA GREENE |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | ORGANIZATION'S MISSION TO PROVIDE COMMUNITY BENEFITS ABOVE AND BEYOND ITS REGULAR LINES OF BUSINESS, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO) ESTABLISHED THE TUFTS HEALTH PLAN FOUNDATION, A 501(C) (3) CHARITABLE AND SUPPORTING ORGANIZATION OF TAHMO. THE FOUNDATION ALIGNED ITS MISSION TO THAT OF TUFTS HEALTH PLAN TO LEVERAGE THE PLAN'S GREATEST ASSET-ITS PEOPLE-IN A MORE DELIBERATE WAY ON BEHALF OF COMMUNITY: TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE. THE FOUNDATION ACHIEVES THIS MISSION PRIMARILY THROUGH COMMUNITY INVESTMENTS AND CONVENING ACTIVITIES FOCUSED ON HEALTHY LIVING WITH AN EMPHASIS ON OLDER PEOPLE, PARTICULARLY THE MOST VULNERABLE IN OUR SOCIETY. TUFTS HEALTH PLAN FOUNDATION COLLABORATES WITH OLDER ADULTS, CIVIC LEADERS AND NONPROFIT ORGANIZATIONS TO BUILD AND SUPPORT AGE-FRIENDLY COMMUNITIES -- PLACES THAT SEE OLDER ADULTS AS CRITICAL ASSETS, REFLECT THEIR VOICES IN POLICIES AND PROMOTE INTEGRATED PRACTICES IMPROVING INDIVIDUAL HEALTH AND WELLNESS. THE FOUNDATION EMPHASIZES A COLLABORATIVE APPROACH ACROSS SECTORS, FOCUSING ON INITIATIVES THAT ARE INCLUSIVE AND HONOR THE WORK ALREADY BEING DONE IN COMMUNITY. THE FOUNDATION ALSO WORKS AS AN ADVOCATE TO ADVANCE POLICIES THAT CREATE COMMUNITIES THAT ARE THRIVING AND VITAL AS PEOPLE AGE; AS A CATALYST TO ACCELERATE CHANGES TO IMPROVE SERVICES AND ADVANCE BEST PRACTICES; AND AS A CONVENER TO CREATE OPPORTUNITIES AND SPACE FOR ORGANIZATIONS/LEADERS TO ACHIEVE MORE BY WORKING TOGETHER. THE FOUNDATION LIVES ITS MISSION AS A TRUSTED COMMUNITY INVESTOR AND LEADER IN THE MOVEMENT TO CREATE COMMUNITIES THAT WORK FOR PEOPLE OF ALL AGES. AREAS WHEN CONSIDERING AGE-FRIENDLY COMMUNITIES INCLUDE ACCESS TO COMMUNITY AND HEALTH CARE, HOUSING, TRANSPORTATION, SOCIAL PARTICIPATION, OUTDOOR SPACES AND BUILDINGS, RESPECT AND SOCIAL INCLUSION,CIVIC PARTICIPATION AND EMPLOYMENT, COMMUNICATIONS AND INFORMATION. THIS APPROACH RECOGNIZES THE WIDE RANGE OF CAPACITIES AND RESOURCES OLDER PEOPLE PROVIDE, ANTICIPATES AND RESPONDS FLEXIBLY TO AGING-RELATED NEEDS AND PREFERENCES, RESPECTS OLDER PEOPLE'S DECISIONS AND LIFESTYLE CHOICES, PROTECTS THOSE WHO ARE MOST VULNERABLE, AND PROMOTES OLDER PEOPLE'S INCLUSION IN AND CONTRIBUTION TO ALL AREAS OF COMMUNITY LIFE. TO ADVANCE THIS COMMUNITY WORK, THE FOUNDATION FOCUSES ON THREE STRATEGIC APPROACHES TO INVESTING TO ENCOURAGE MORE COLLABORATION FOR BROADER IMPACT AND TO POSITION ORGANIZATIONS TO SCALE OR REPLICATE EFFORTS THAT LEAD TO IMPROVED COMMUNITY OUTCOMES. IN 2017, THE FOUNDATION FUNDED IN: (1) SYSTEMS AND BEST PRACTICES- WHICH SUPPORTS HEALTHY LIVING THROUGH HEALTH AND WELLNESS INITIATIVES, WORKFORCE DEVELOPMENT, PURPOSEFUL ENGAGEMENT AND FIELD AND CAPACITY BUILDING ACTIVITIES, (2) POLICY AND ADVOCACY- WHICH ADVANCES INCLUSIVE POLICY AND ADVOCACY ISSUES THAT MATTER TO OLDER ADULTS AND INCLUDES THEM IN MOBILIZING DIVERSE STAKEHOLDERS TO CHANGE AND EXPAND ACCESS TO PROGRAMS AND SERVICES, (3) THE JAMES ROOSEVELT, JR., LEADERSHIP FUND - WHICH SUPPORTS COMMUNITY LEADERS WORKING COLLABORATIVELY TOWARD A COMMON COMMUNITY GOAL AND ADVANCES COLLABORATION AND COMMUNITY ENGAGEMENT. |
| FORM 990, PART III, LINE 4A | Systems & Best Practices Grants TO ACCOMPLISH ITS MISSION OF ADDRESSING THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE, ONE OF THE STRATEGIES TUFTS HEALTH PLAN FOUNDATION ENGAGES IN IS GRANTMAKING. IN 2017, THE FOUNDATION MADE 46 GRANTS TOTALING MORE THAN $3.12 MILLION TO NONPROFIT ORGANIZATIONS WORKING TO IMPROVE HEALTHY LIVING WITH A FOCUS ON OLDER ADULTS. THROUGH THESE GRANTS, MORE THAN 550 COMMUNITY-BASED ORGANIZATIONS WERE ENGAGED. THERE ARE THREE CATEGORIES OF GRANTMAKING. THE FIRST CATEGORY IS SYSTEMS AND BEST PRACTICES, WHICH SUPPORTS HEALTHY LIVING THROUGH HEALTH AND WELLNESS INITIATIVES, WORKFORCE DEVELOPMENT, PURPOSEFUL ENGAGEMENT AND FIELD AND CAPACITY BUILDING ACTIVITIES. FORM 990, PART III, LINE 4B Policy & Advocacy Grants AS NOTED IN RESPONSE TO PART III, LINE 4A, THE ORGANIZATION HAS THREE CATEGORIES OF GRANTMAKING. THE SECOND CATEGORY IS POLICY AND ADVOCACY, WHICH ADVANCES INCLUSIVE POLICY AND ADVOCACY ISSUES THAT MATTER TO OLDER PEOPLE AND INCLUDES THEM IN MOBILIZING DIVERSE STAKEHOLDERS TO IMPROVE AND EXPAND ACCESS TO PROGRAMS AND SERVICES. FORM 990, PART III, LINE 4C Corporate Citizenship (Workplace giving/Sponsorships) IN 2017, TUFTS HEALTH PLAN CONTINUED TO GROW ITS CORPORATE CITIZENSHIP PROGRAM. FACETS OF THE PROGRAM INCLUDED FOUNDATION INVESTMENTS IN COMMUNITY THROUGH GRANTS AND SPONSORSHIPS, A MATCH PROGRAM THAT SUPPORTS INDIVIDUAL VOLUNTEERING AND/OR FINANCIAL CONTRIBUTIONS TO QUALIFIED NON-PROFIT ORGANIZATIONS UP TO $500 FOR EACH EMPLOYEE AND UP TO $5,000 FOR MEMBERS OF THE TAHMO AND FOUNDATION BOARDS OF DIRECTORS PER CALENDAR YEAR; ADDITIONALLY THE FOUNDATION DONATES UP TO $5,000 FOR EMPLOYEES DIRECTOR-LEVEL AND ABOVE WHO SERVE ON BOARDS. A MATCH INCENTIVE TO EMPLOYEES IS ALSO GIVEN FOR TEAM-BASED VOLUNTEERING TO ENCOURAGE GIVING OF TIME TO COMMUNITY AND FOR EMPLOYEE PARTICIPATION AND FUNDRAISING IN THE ANNUAL WALKS TO END ALZHEIMER'S. THE CORPORATE CITIZENSHIP PROGRAM ALSO SUPPORTS A COMPANY-WIDE VOLUNTEER DAY AND SCHOOL, FOOD AND CLOTHING DRIVES. FORM 990, PART III, LINE 4D JAMES ROOSEVELT, JR. FUND AS NOTED IN RESPONSE TO PART III, LINE 4A, THE ORGANIZATION HAS THREE CATEGORIES OF GRANTMAKING. THE THIRD CATEGORY IS THE JAMES ROOSEVELT, JR., LEADERSHIP FUND, WHICH SUPPORTS COMMUNITY LEADERS WORKING COLLABORATIVELY TOWARD A COMMON COMMUNITY GOAL AND ADVANCES COLLABORATION AND COMMUNITY ENGAGEMENT. |
| FORM 990, PART VI, LINE 2 | IN 2017, THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS HEALTH PLAN, INC.: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE PATRICIA BLAKE LYDIA GREENE IN 2017, THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.: THOMAS CROSWELL THOMAS P. O'NEILL, III MARY MAHONEY UMESH KURPAD ROLAND PRICE PATRICIA BLAKE LYDIA GREENE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS ASSOCIATED HEALTH PLANS, INC.: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE PATRICIA BLAKE LYDIA GREENE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TOTAL HEALTH PLAN, INC.: THOMAS CROSWELL UMESH KURPAD MARY MAHONEY ROLAND PRICE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS INSURANCE COMPANY: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS BENEFIT ADMINISTRATORS, INC.: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TAHP BROKERAGE CORPORATION: THOMAS CROSWELL MARY MAHONEY UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS HEALTH PUBLIC PLANS, INC.: THOMAS CROSWELL UMESH KURPAD MARY MAHONEY ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER FOR INTEGRA PARTNERS HOLDINGS, INC.: THOMAS CROSWELL UMESH KURPAD |
| FORM 990, PART VI, LINE 3 | DESCRIPTION OF MANAGEMENT ARRANGEMENT THE FOUNDATION IS A SUPPORTING ORGANIZATION OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). TAHMO AND ITS SUBSIDIARY, TUFTS ASSOCIATED HEALTH PLANS, INC. (TAHP), PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO THE FOUNDATION. |
| FORM 990, PART VI, LINES 6A AND 7A | MEMBERS TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. (TAHMO) AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, ELECTS THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY. FORM 990, PART VI, LINE 7B DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS TAHMO, AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE FOUNDATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS. |
| FORM 990, PART VI, LINE 11B | PROCESS USED BY GOVERNING BODY TO REVIEW 990 THE FORM 990 IS PREPARED IN TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.'S FINANCE DEPARTMENT, WITH ASSISTANCE FROM OUR EXTERNAL ACCOUNTANTS, ERNST & YOUNG. INFORMATION ALSO IS PROVIDED BY THE FOUNDATION'S PRESIDENT AND STAFF, AND CERTAIN SECTIONS OF THE FORM ARE REVIEWED BOTH BY INSIDE LEGAL COUNSEL AND A NUMBER OF SENIOR MANAGERS. OUR CHIEF FINANCIAL OFFICER REVIEWS THE FORM IN ITS ENTIRETY. ONCE THE FORM IS COMPLETE, IN NOVEMBER,IT IS FORWARDED ON TO OUR BOARD OF DIRECTORS AND IT IS THEN SUBMITTED FOR FILING. |
| FORM 990, PART VI, LINEs 12c | DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST ON AN ONGOING BASIS AND BEFORE ANY GRANTS ARE AWARDED, ALL BOARD MEMBERS AND STAFF MEMBERS ARE ASKED TO DISCLOSE ANY RELATIONSHIPS OR POTENTIAL CONFLICTS OF INTEREST WITH ANY GRANTEES OR BUSINESS PARTNERS. ALSO, THE FOUNDATION BOARD MEMBERS SUBMIT SIGNED ANNUAL CONFLICT DISCLOSURE STATEMENTS, WHICH ARE REVIEWED WITH THE COMPLIANCE & ETHICS OFFICER. DURING THE GRANT REVIEW PROCESS, STAFF MEMBERS WITH AN ACTUAL OR POTENTIAL CONFLICT ARE PERMITTED TO COMMENT ON A PARTICULAR REQUEST, BUT DO NOT PARTICIPATE IN FINAL DECISIONS. BOARD CONFLICT DISCLOSURES ARE REPORTED PRIOR TO PORTFOLIO OF GRANTS BEING PRESENTED TO THE BOARD FOR VOTE, AND BOARD MEMBERS ARE AGAIN REQUESTED TO DISCLOSE ANY POTENTIAL CONFLICTS BEFORE A VOTE TAKES PLACE. ANY BOARD MEMBER WITH AN ACTUAL OR POTENTIAL CONFLICT IS PERMITTED TO COMMENT, BUT IS NOT ALLOWED TO VOTE ON THE PARTICULAR MATTER. FORM 990, PART VI, LINE 13 THE FOUNDATION HAS A WRITTEN WHISTLEBLOWER POLICY THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC., THE FOUNDATION'S SOLE MEMBER. FORM 990, PART VI, LINE 14 THE FOUNDATION HAS A WRITTEN DOCUMENT RETENTION POLICY THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC., THE FOUNDATION'S SOLE MEMBER. |
| FORM 990, PART VI, LINES 15A AND 15B | THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE EMPLOYEES OF RELATED ORGANIZATIONS PROVIDE SERVICES TO THE FOUNDATION. THE PRESIDENT IS COMPENSATED SOLELY FOR HIS/HER DUTIES PERFORMED IN THE CAPACITY AS AN EXECUTIVE OF TAHMO AND TAHP. A PORTION OF HIS/HER COMPENSATION IS REMUNERATION FOR DUTIES RELATED TO THE TUFTS HEALTH PLAN FOUNDATION. THE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE BOARD OF DIRECTORS (THE "BOARD") OF TUFTS HEALTH plan, inc. (TUFTS HP OR THE "COMPANY"), the sole member of tufts associated health maintenance organization, inc. ("TAHMO"), EFFECTIVE OCTOBER 1, 2017. REVIEWS AND ADMINISTERS TOTAL REMUNERATION OPPORTUNITIES, POLICIES, PROGRAMS, AND MAJOR CHANGES IN TUFTS HP'S BENEFIT PLANS THAT ARE APPLICABLE TO THE OFFICERS AND EXECUTIVES OF THE COMPANY (THE "EXECUTIVES" - THESE INCLUDE THE CEO AND ALL SENIOR VICE PRESIDENTS), AS WELL AS TO THE GENERAL AUDITOR, CHIEF COMPLIANCE & ETHICS OFFICER, AND ANY OTHER INDIVIDUAL OR GROUPS THE COMMITTEE DEEMS APPROPRIATE BASED ON ITS INTERPRETATION OF THE DEFINITION OF "DISQUALIFIED PERSONS" IN SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986. THE COMMITTEE IS COMPRISED OF INDEPENDENT DIRECTORS OF THE COMPANY. prior to OCTOBER 1, 2017, THE DATE TUFTS HP BECAME THE SOLE MEMBER OF TAHMO, THIS COMMITTEE RESIDED AT THE TAHMO LEVEL. THE COMMITTEE REPORTS TO THE FULL BOARD OF DIRECTORS. FOR CEO COMPENSATION, THE COMMITTEE REVIEWS THE INFORMATION DESCRIBED BELOW AND RECOMMENDS THE CEO'S COMPENSATION TO THE FULL BOARD FOR ITS APPROVAL. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION RECOMMENDATIONS FROM THE CEO FOR OTHER EXECUTIVES, AND PROVIDES A REPORT TO THE FULL BOARD ON THIS INFORMATION. IT IS THE BOARD'S INTENTION THAT THE COMMITTEE WILL PERFORM ITS DUTIES IN A MANNER THAT WILL ESTABLISH A PRESUMPTION THAT THE TOTAL REMUNERATION OFFERED TO EXECUTIVES AND OTHER "DISQUALIFIED PERSONS" ARE REASONABLE. COMPARABILITY DATA AND REASONABLENESS THE TOTAL COMPENSATION OPPORTUNITIES PROVIDED TO EXECUTIVES OF THE COMPANY ARE INTENDED TO BE COMPETITIVE WITH, AND IN REASONABLE COMPARISON TO, THOSE OPPORTUNITIES PROVIDED BY ORGANIZATIONS IN THOSE BUSINESS SECTORS WITH WHICH THE COMPANY COMPETES FOR EXECUTIVE TALENT. THE BOARD BELIEVES THAT SUCH COMPETITORS ARE NOT LIMITED TO OTHER HEALTHCARE INSTITUTIONS AND THAT COMPARISONS SHOULD BE MADE TO THE COMPENSATION PRACTICES OF A CROSS-SECTION OF BUSINESS SECTORS IN BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS, WHEN APPROPRIATE. THE COMMITTEE RETAINS INDEPENDENT COMPENSATION CONSULTANTS TO PROVIDE DATA AS NECESSARY, AND ALSO USES AVAILABLE SOURCES OF INDEPENDENT DATA ON COMPENSATION. PEER ORGANIZATIONS AND PUBLISHED SURVEY SOURCES WILL BE APPROVED BY THE COMMITTEE BASED ON ITS REASONABLE DETERMINATION. THE COMMITTEE MAY ALSO RELY ON MEMBERS OF MANAGEMENT AND OUTSIDE ADVISORS, CONSULTANTS, AND COUNSEL TO PROVIDE MARKET DATA REPORTS, ANALYSIS, AND OPINIONS WITH RESPECT TO COMPENSATION-RELATED MATTERS. THE DATA REVIEWED CONSISTS OF COMPARABLE, RELEVANT MARKET DATA FOR THE COMPANY'S POSITIONS FROM PUBLISHED SURVEYS, AND OTHER AVAILABLE SOURCES, OF HEALTH AND MANAGED CARE INSTITUTIONS AND THE GENERAL INDUSTRY. OTHER SURVEYS OF SPECIALIZED SKILL SETS OR EMPLOYEE ATTRIBUTES CRITICAL TO THE SUCCESS OF THE COMPANY, E.G., ACTUARIAL, LEGAL, ETC., ARE ALSO INCORPORATED AS NEEDED, ALONG WITH GEOGRAPHIC REFERENCES TO THE BOSTON AND NEW ENGLAND LABOR MARKETS. THE COMMITTEE WILL RELY ON THIS MARKET DATA TO ASSESS, DETERMINE, AND VALIDATE COMPENSATION LEVELS FOR THE COMPANY'S EXECUTIVES THE COMMITTEE USES THIS DATA IN ITS REVIEW OF: - SETTING BASE SALARIES - IN LIGHT OF MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE, BACKGROUND, EXPERIENCES, AND PERSONAL SKILLS. BASE SALARY WILL BE SET SO THAT THE TARGETED POSITIONING OF AN EXECUTIVE IS AT THE 50TH PERCENTILE FOR EACH POSITION. ACTUAL BASE SALARY MAY VARY BASED ON SKILLS, BACKGROUND, AND EXPERIENCE - ANNUAL INCENTIVE COMPENSATION - THE COMPANY'S GOAL IS TO PROVIDE COMPETITIVE AND REASONABLE OPPORTUNITIES UNDER THE TERMS OF AN EXECUTIVE ANNUAL INCENTIVE PLAN FOR THE SELECTED POSITIONS WHICH ARE RESPONSIBLE FOR ACHIEVING PERFORMANCE GOALS THAT REFLECT THE OVERALL MISSION OF THE COMPANY, THE STRATEGIC DIRECTION OF THE COMPANY FOR THE PERFORMANCE YEAR, AND THE INDIVIDUAL'S PERFORMANCE DURING THAT YEAR. THE COMMITTEE MAKES EVERY EFFORT TO ESTABLISH A PRESUMPTION THAT THE TOTAL REMUNERATION OPPORTUNITIES PROVIDED TO EXECUTIVES ARE REASONABLE; AS SUCH PRESUMPTION IS CONTEMPLATED IN SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME. IN ESTABLISHING THE PRESUMPTION OF REASONABLENESS, THE COMMITTEE MAY ENGAGE THE PROFESSIONAL SERVICES OF INDEPENDENT LEGAL COUNSEL, COMPENSATION EXPERTS, ACCOUNTANTS, AND OTHER EXPERTS AND ADVISORS. TIMING EXECUTIVE BENCHMARKING IS COMPLETED EVERY TWO YEARS FOR THOSE INDIVIDUALS UNDER THE COMPENSATION COMMITTEE'S PURVIEW BY THE EXTERNAL CONSULTANT ENGAGED BY THE COMPENSATION COMMITTEE. TO COMPLETE THE ANALYSIS, THE CONSULTANT: - COLLECTED RELEVANT INFORMATION REGARDING THE COMPANY'S OPERATIONS,COMPLEXITY, STRUCTURE, SIZE, AND SCOPE, AS WELL AS RELEVANT BACKGROUND ON THE EXECUTIVES' DUTIES AND SCOPE OF RESPONSIBILITIES; - DETERMINED THE SURVEY SOURCES TO USE IN THE ANALYSIS, BASED ON THE COMPANY'S COMPETITIVE MARKET FOR EXECUTIVE POSITIONS (AS DESCRIBED ABOVE); - MATCHED THE COMPANY'S EXECUTIVE POSITIONS IN THE SURVEYS BASED ON THE COMPANY'S SIZE COMPLEXITY, AND SCOPE, AS WELL AS ACCORDING TO SPECIFIC POSITION RESPONSIBILITIES AND REPORTING RELATIONSHIPS; - VALIDATED THE SURVEY SOURCES AND MARKET MATCHES WITH THE INTERNAL COMPENSATION TEAM TO ENSURE CONSISTENCY; - REVIEWED, COMPILED, AND SUMMARIZED THE DATA IN REPORT FORM. THE REPORT SUMMARIZING THE RESULTS OF THE ANALYSIS WAS PRESENTED TO THE COMPENSATION COMMITTEE FOR DISCUSSION AND DELIBERATION. DOCUMENTATION A SUMMARY OF THE DISCUSSIONS AND DELIBERATIONS OF THE COMMITTEE ARE DOCUMENTED IN THE MEETING MINUTES, WHICH ARE REVIEWED AND APPROVED BY THE COMMITTEE. COPIES OF ALL MEETING MATERIALS DISTRIBUTED PRIOR TO AND DURING THE MEETING ARE MAINTAINED IN THE CORPORATE RECORDS ALONG WITH MEETING MINUTES. MEETING MINUTES. |
| FORM 990, PART VI, LINE 19 | AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE AT ITS HEADQUARTERS IN WATERTOWN, MA. ALL REQUESTS CAN BE MADE TO THE CORPORATE cOMMUNICATIONS OR FINANCE DEPARTMENTS. |
| FORM 990, PART VII | SUPPLEMENTAL COMPENSATION INFORMATION STEVEN TOLMAN DID NOT EARN COMPENSATION IN 2017. IN LIEU OF COMPENSATION, TUFTS HEALTH PLAN FOUNDATION DONATED AN AMOUNT EQUIVALENT TO THE COMPENSATION HE WOULD HAVE OTHERWISE RECEIVED TO A DESIGNATED CHARITY. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| TUFTS ASSOC HEALTH MAINTENANCE ORG INC | ||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 042674079 | HMO | MA | 501(c)(4) | N/A | THPI | false |
| TUFTS HEALTH PUBLIC PLANS INC | ||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 800721489 | HMO | MA | 501(c)(4) | N/A | THPI | false |
| TUFTS HEALTH PLAN INC | ||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 814089215 | HEALTH PLAN | MA | 501(c)(4) | N/A | NA | false |
| CAREPARTNERS OF CONNECTICUT INC | ||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 822604728 | HMO | CT | 501(c)(4) | N/A | tahmo | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAREPARTNERS OF CT HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02472 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823129930 | EIN |
| Primary Activities | holding company | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| TUFTS ASSOCIATED HEALTH PLANS INC | |||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 042985923 | MANAGEMENT SVCS | MA | TAHMO | C Corp | false |
| INTEGRA PARTNERS HOLDINGS INC | |||||||||
| 100 WALL ST STE2502 | NEW YORK | NY | 10005 | 453032233 | MED EQPMT & SPPLS | NY | TAHMO | C Corp | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG | ||
| p | $887,000 | ACCRUAL |
| TUFTS ASSOCIATED HEALTH PLANS INC | ||
| p | $266,000 | ACCRUAL |
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG | ||
| c | $10,059,975 | ACCRUAL |
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG | ||
| q | $1,583,500 | ACCRUAL |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART V, LINE 1P | FormAndLineReferenceDesc |
| Explanation | REIMBURSEMENT PAID TO OTHER ORGANIZATION THE FOUNDATION REIMBURSES TAHMO FOR ALL PAYMENTS DIRECTLY RELATED TO THE FOUNDATION. | ExplanationTxt |
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