2018-07-13T13:47:13-05:00 2017-08-31 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2016-09-01 450484533 HEALTH LEADS INC HEAL 6173913633 24 SCHOOL STREET 6TH FLOOR BOSTON MA 02108 ALEXANDRA QUINN CEO 6175222766 2018-07-09 1 THOMAS A WASHBURN P00537319 5083669100 2018-07-09 2016 2022-09-23 18:48:47Z ALEXANDRA QUINN 24 SCHOOL STREET 6TH FLOOR BOSTON MA 02108 18763060 0 X WWW.HEALTHLEADSUSA.ORG X 2003 MA HEALTH LEADS ENVISIONS A HEALTHCARE SYSTEM THAT ADDRESSES ALL PATIENTS' BASIC RESOURCE NEEDS AS A STANDARD PART OF QUALITY CARE. HEALTH LEADS' MISSION IS TO CATALYZE THIS HEALTHCARE SYSTEM BY CONNECTING PATIENTS WITH THE BASIC RESOURCES THEY NEED TO BE HEALTHY, AND IN DOING SO, BUILD LEADERS WITH THE CONVICTION AND ABILITY TO CHAMPION QUALITY CARE FOR ALL PATIENTS. 15 14 345 468 0 0 5700351 15203572 2558348 2599592 43215 102361 19000 18000 8320914 17923525 0 0 0 0 9557290 10628828 0 0 922069 3537540 4186646 13094830 14815474 -4773916 3108051 26766803 29996511 1570356 1723582 25196447 28272929 HEALTH LEADS IS A SOCIAL ENTERPRISE THAT ENVISIONS A HEALTHCARE SYSTEM THAT ADDRESSES ALL PATIENTS' BASIC RESOURCE NEEDS AS A STANDARD PART OF QUALITY CARE. 0 0 10998494 2617592 FOR 20 YEARS, HEALTH LEADS HAS WORKED WITH LEADING HEALTHCARE ORGANIZATIONS TO CREATE SUSTAINABLE, HIGH-IMPACT AND COST-EFFECTIVE SOCIAL NEEDS INTERVENTIONS THAT CONNECT PATIENTS TO THE COMMUNITY-BASED RESOURCES THEY NEED TO BE HEALTHY - FROM FOOD TO TRANSPORTATION TO HEALTHCARE BENEFITS. HEALTH LEADS IS COMMITTED TO SHARING ITS TOOLS AND EXPERTISE TO IMPROVE THE HEALTH AND WELL-BEING OF PATIENTS, AND TO ACCELERATING THE LEADERSHIP, BEST PRACTICES, INCENTIVES AND RESEARCH REQUIRED TO CHANGE WHAT "COUNTS" AS HEALTHCARE. 10998494 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 345 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA NY RI IL MD DC CA X DAN PLOWDEN 6173913633 24 SCHOOL STREET 6TH FLOOR BOSTON MA 02108 REBECCA ONIE MILDER CEO (RESIGNED) 40.00 X X 256431 0 41085 ASAF BITTON BOARD MEMBER 0.50 X 0 0 0 MICHAEL BLAU CLERK 1.50 X X 0 0 0 GARY COHEN BOARD MEMBER 0.50 X 0 0 0 LARRY COHEN BOARD MEMBER 0.50 X 0 0 0 SUSAN DONAHUE BOARD MEMBER 0.50 X 0 0 0 ARTHUR A GIANELLI BOARD MEMBER 0.50 X 0 0 0 ELIZA GREENBERG BOARD MEMBER 0.50 X 0 0 0 GEORGE A JACKOBOICE JR BOARD MEMBER 0.50 X 0 0 0 THOMAS H LEE MD BOARD MEMBER 0.50 X 0 0 0 ERIK CLEMONS BOARD MEMBER 0.50 X 0 0 0 JOHN MANDILE CO-CHAIR 0.50 X X 0 0 0 LAURA SAMBERG BOARD MEMBER 0.50 X 0 0 0 MARGARET LAWS CO-CHAIR 0.50 X X 0 0 0 CHRISTOPHER COX TREASURER 0.50 X X 0 0 0 KELLY HALL MANAGING PRINCIPAL TRANSFORMATIVE IN 40.00 X 216010 0 19539 ROCCO PERLA PRESIDENT 40.00 X 256657 0 40903 WILLIAM BRODNITZKI MANAGING PRINCIPAL 40.00 X 252515 0 37708 ALEXANDRA QUINN MANAGING PRINCIPAL 40.00 X 208578 0 33733 ADAM SHYEVITCH PRINCIPAL OF STRATEGIC INV 40.00 X 155018 0 23686 1345209 0 196654 24 0 1 0 GRAVOC 10 CENTENNIAL DRIVE PEABODY MA 01960 TECHNOLOGY STAFFING AND CONSULTING 186442 IDEALIST CONSULTING 4076 N MISSISSIPPI AVENUE PORTLAND OR 97227 TECHNOLOGY CONSULTANTS 163053 2 15203572 241000 15203572 PROGRAM REVENUE 900099 2599592 2599592 2599592 100352 100352 841544 839535 2009 2009 2009 MISCELLANEOUS 900099 18000 18000 18000 17923525 2617592 0 102361 X 288288 216216 72072 8466395 6384077 1470051 612267 234456 176797 41230 16429 983095 741284 171149 70662 656594 495011 110792 50791 44996 44996 1692291 1262816 411475 18000 133739 42331 91378 30 359137 180165 178972 330562 258830 46775 24957 811199 691430 82124 37645 102779 78352 24217 210 142564 111628 20172 10764 STIPENDS 247574 247574 0 0 MISCELLANEOUS 186249 111983 66024 8242 BANK FEES 135556 0 135556 0 14815474 10998494 2894911 922069 11198278 9298281 2463497 1977818 10780171 14937029 746830 182973 212627 920320 258541 734032 661779 1407852 2162147 26766803 29996511 879930 1177632 690426 545950 1570356 1723582 X 7291446 8363482 17905001 19909447 25196447 28272929 26766803 29996511 3108051 -31569 0 X X 0 1 X 1 0 X 3160126 23872935 14144839 5700351 15203572 62081823 3160126 23872935 14144839 5700351 15203572 62081823 27750869 34330954 35844 81142 72000 46907 100352 336245 19000 18000 37000 62455068 9114325 0.54970 0.46690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 920320 258541 661779 661779 X 19027107 -31569 1135151 1103582 17923525 0 17923525 15950625 1135151 1135151 14815474 0 14815474 PART X, LINE 2: HEALTH LEADS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. HEALTH LEADS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT AUGUST 31, 2017 AND 2016. X X X 0 0 0 0 0 0 0 0 0 REBECCA ONIE MILDER CEO (RESIGNED) 236098 0 20333 0 0 0 9888 0 31197 0 297516 0 0 0 KELLY HALL MANAGING PRINCIPAL TRANSFORMATIVE IN 201655 0 14355 0 0 0 0 0 19539 0 235549 0 0 0 ROCCO PERLA PRESIDENT 236414 0 20243 0 0 0 9844 0 31059 0 297560 0 0 0 WILLIAM BRODNITZKI MANAGING PRINCIPAL 221128 0 31387 0 0 0 9075 0 28633 0 290223 0 0 0 ALEXANDRA QUINN MANAGING PRINCIPAL 195661 0 12917 0 0 0 8119 0 25615 0 242312 0 0 0 ADAM SHYEVITCH PRINCIPAL OF STRATEGIC INV 137018 0 18000 0 0 0 5701 0 17986 0 178705 0 0 0 X 3 241000 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED BY MANAGEMENT, THEN BY THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED AT LEAST ONCE PER YEAR TO DISCLOSE ANY CONFLICTS OF INTEREST AT A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 AN AD HOC BOARD COMPENSATION COMMITTEE RESEARCHED MARKET SALARIES FOR THE EXECUTIVE TEAM. COMPENSATION FOR THE ORGANIZATION'S CHIEF EXECUTIVE WAS PROPOSED BY THE BOARD CHAIR AND APPROVED BY THE AD HOC BOARD COMPENSATION COMMITTEE. COMPARATIVE SALARY STUDIES ARE PERIODICALLY PERFORMED FOR OFFICERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,262,816. MANAGEMENT AND GENERAL EXPENSES 411,475. FUNDRAISING EXPENSES 18,000. TOTAL EXPENSES 1,692,291. FORM 990, PART XI, LINE 2C HEALTH LEADS HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.