MELROSEWAKEFIELD HEALTHCARE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MELROSEWAKEFIELD HEALTHCARE INC (EIN 04-2767880)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-14
- IRS object ID
- 201812269349300991
- Schema version
- 2016v3.0
- 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 G
- Schedule H
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T11:02:23-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Boylston Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042767880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MelroseWakefield Healthcare Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELR | BusinessNameControlTxt |
| Phone | 7813387424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 GOVERNORS AVENUE | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02155 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | karen barbara carbone | PersonNm |
| Person Title | interim ceo | PersonTitleTxt |
| Phone | 7813387424 | PhoneNum |
| Signature | 2018-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Craig Klein | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2018-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | karen barbara carbone | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 GOVERNORS AVENUE | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $342,946,201 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.MELROSEWAKEFIELD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | to operate hospitals with 24 hour er services on two campuses along with a hospital school of nursing. melrosewakefield healthcare provides inpatient and outpatient medical care and ancillary medical services and testing. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 2760 | TotalEmployeeCnt |
| Total Volunteers | 205 | TotalVolunteersCnt |
| Total Gross UBI | $1,057,333 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$491 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,647,547 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,863,704 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $251,973,782 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $251,884,772 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,973,580 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,068,515 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,352,511 | PYOtherRevenueAmt |
| CY Other Revenue | $1,436,988 | CYOtherRevenueAmt |
| PY Total Revenue | $264,947,420 | PYTotalRevenueAmt |
| CY Total Revenue | $271,253,979 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $154,353,180 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $152,355,870 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $111,299,192 | PYOtherExpensesAmt |
| CY Other Expenses | $108,472,077 | CYOtherExpensesAmt |
| PY Total Expenses | $265,652,372 | PYTotalExpensesAmt |
| CY Total Expenses | $260,827,947 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$704,952 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,426,032 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $330,723,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $319,199,641 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $175,284,903 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $163,241,193 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $155,438,696 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $155,958,448 | NetAssetsOrFundBalancesEOYAmt |
| Mission | to operate hospitals with 24 hour er services on two campuses along with a hospital school of nursing. melrosewakefield healthcare provides inpatient and outpatient medical care and ancillary medical services and testing. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $207,259,173 | ExpenseAmt |
| Revenue | $250,827,439 | RevenueAmt |
| Desc | OPERATED HOSPITALS WITH 24 HR ER SERVICES ON TWO CAMPUSES ALONG WITH A HOSPITAL SCHOOL OF NURSING. melrosewakefield healthcare PROVIDEd INPATIENT AND OUTPATIENT MEDICAL, SURGICAL AND PSYCHIATRIC CARE. ANCILLARY MEDICAL SERVICES AND TESTING were ALSO PROVIDED ON AN INPATIENT AND OUTPATIENT BASIS IN AREAS SUCH AS LABORATORY, RADIOLOGY, EKG, EEG, PHARMACY, NUCLEAR MEDICINE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, RESPIRATORY THERAPY AND I.V. THERAPY. | Desc |
| Total Program Service Expenses | $207,259,173 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 183 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2760 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| 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 | MICHAEL P CONNELLY CFO | PersonNm |
| Phone | 7813387424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 GOVERNORS AVE | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02155 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| John A Hackett Sr | ||||||||||
| Director (until feb. 17) | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert L Swanson Jr | ||||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| William B Lawrence III | ||||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Christopher P Vincze | ||||||||||
| Director (until feb. 17) | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Edward P Butler MD | ||||||||||
| Director (until feb. 17) | 3.00 | 40.00 | Yes (X) | $0 | $264,811 | $38,472 | ||||
| Eda U George RN P HD | ||||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tara Gibson | ||||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gail Infurna | ||||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Weinstein MD | ||||||||||
| Director | 3.00 | 3.00 | Yes (X) | $6,375 | $0 | $0 | ||||
| Laurence Conway MD | ||||||||||
| Director | 3.00 | 40.00 | Yes (X) | $266,432 | $0 | $2,664 | ||||
| Mehreen Butt | ||||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Patricia Parcellin | ||||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Patricia Campbell | ||||||||||
| Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| Alan G MacDonald | ||||||||||
| President & CEO/Director | 3.00 | 40.00 | Yes (X) | $0 | $684,900 | $1,444 | Yes (X) | |||
| John Keenan | ||||||||||
| Treasurer/Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Susan Glasser | ||||||||||
| First Vice Chairman/Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Paul Bardaro | ||||||||||
| Second Vice Chairman/Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Robert S Cummings | ||||||||||
| Secretary/Dir. (until Feb. 17) | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| K Erick Henrikson MD | ||||||||||
| Secretary/Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| James Herrington | ||||||||||
| Chairman/Director | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Sheila E Pichette | ||||||||||
| Assistant Secretary | 40.00 | 3.00 | $71,310 | $0 | $1,321 | Yes (X) | ||||
| Charles R Whipple esq | ||||||||||
| Assistant Secretary/general counsel | 3.00 | 40.00 | $0 | $382,920 | $33,859 | Yes (X) | ||||
| Michael P Connelly | ||||||||||
| CFO/Assistant Treasurer | 3.00 | 40.00 | $0 | $8,077 | $0 | Yes (X) | ||||
| William Doherty | ||||||||||
| Executive Vice Pres. & COO | 3.00 | 40.00 | $0 | $455,895 | $8,813 | Yes (X) | ||||
| Carol A Dresser | ||||||||||
| VP Info. Services & CIO | 40.00 | 0.00 | $276,264 | $0 | $21,677 | Yes (X) | ||||
| Hugh J Kelleher | ||||||||||
| VP Ancillary & Support Services | 40.00 | 0.00 | $230,542 | $0 | $398 | Yes (X) | ||||
| Nancy Bittner | ||||||||||
| VP Education | 40.00 | 0.00 | $196,461 | $0 | $27,479 | Yes (X) | ||||
| steve sbardella | ||||||||||
| VP MEDical AFFAIRS & CMO | 3.00 | 40.00 | $0 | $374,432 | $490 | Yes (X) | ||||
| pam duchene | ||||||||||
| VP, NURSING & cno | 3.00 | 40.00 | $0 | $269,080 | $21,299 | Yes (X) | ||||
| david ryan | ||||||||||
| VP, HUMAN RESOURCES | 3.00 | 40.00 | $0 | $260,803 | $10,081 | Yes (X) | ||||
| ryan fuller | ||||||||||
| DIRector of PLANNING | 40.00 | 0.00 | $219,278 | $0 | $4,256 | Yes (X) | ||||
| John G Giragos | ||||||||||
| Psych M.d. | 40.00 | 0.00 | $313,750 | $0 | $39,120 | Yes (X) | ||||
| Caryl A Beison | ||||||||||
| physician | 40.00 | 0.00 | $283,043 | $0 | $9,643 | Yes (X) | ||||
| Alexis L Freedberg | ||||||||||
| Psych M.d. | 40.00 | 0.00 | $322,675 | $0 | $4,907 | Yes (X) | ||||
| daniel r reilly | ||||||||||
| Psych M.d. | 40.00 | 0.00 | $270,703 | $0 | $14,197 | Yes (X) | ||||
| hossam m mahmoud | ||||||||||
| Psych M.d. | 40.00 | 0.00 | $269,156 | $0 | $18,406 | Yes (X) | ||||
| Michael V Sack | ||||||||||
| Former President & CEO/Director | 0.00 | 3.00 | $0 | $657,722 | $0 | Yes (X) | ||||
| James A Nania | ||||||||||
| Former Assistant Treasurer | 0.00 | 3.00 | $0 | $362,754 | $18,681 | Yes (X) | ||||
| Michael S Turilli | ||||||||||
| former VP Fiscal Services | 0.00 | 0.00 | $716,471 | $0 | $29,430 | Yes (X) | ||||
| Maureen E Pierog | ||||||||||
| Former VP Quality Improvement | 0.00 | 0.00 | $207,165 | $0 | $23,193 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,649,625 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,721,394 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $329,830 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 229 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| kaufman halli | |||||
| 610 SOLUTION CENTER | chicago | IL | 60677 | management/consulting | $2,270,861 |
| SODEXHO INC & AFFILIATES | |||||
| PO BOX 360170 | pittsburgh | PA | 152516170 | management/consulting | $2,067,053 |
| HOSPITAL MEDICINE ASSOCIATES | |||||
| PO BOX 634850 | cincinatti | OH | 45263 | physician services | $1,734,884 |
| ALLIED BARTON SERVICES | |||||
| PO BOX 828854 | philadelphia | PA | 191828854 | security services | $1,341,616 |
| OPTUM360 LLC | |||||
| 3436 MOMENTUM PLACE | chicago | IL | 60689 | coding services | $1,220,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 65 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $240,998 | FundraisingAmt |
| Government Grants | $2,292,317 | GovernmentGrantsAmt |
| All Other Contributions | $2,330,389 | AllOtherContributionsAmt |
| Noncash Contributions | $13,215 | NoncashContributionsAmt |
| Total Contributions | $4,863,704 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEDICAL SERVICES | 622110 | $250,602,423 | $250,602,423 | |
| MEDICAL STAFF & SUPPORT SerViceS | 541900 | $1,052,133 | $1,052,133 | |
| MONTVALE PET/CT K1 | 621512 | $225,016 | $225,016 | |
| RENT-PRIVate USE BOND | 532000 | $5,200 | $5,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $251,884,772 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,460,684 | TotalRevenueColumnAmt |
| Exclusion | $8,460,684 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,464,382 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,464,382 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,464,382 | TotalRevenueColumnAmt |
| Exclusion | $1,464,382 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $76,191,634 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,583,803 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,607,831 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,607,831 | TotalRevenueColumnAmt |
| Exclusion | $4,607,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $81,025 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $240,998 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $108,419 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,394 | TotalRevenueColumnAmt |
| Exclusion | -$27,394 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $271,253,979 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $250,827,439 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,057,333 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,505,503 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,151,704 | TotalAmt |
| Management And General | $1,151,704 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,129,056 | TotalAmt |
| Program Services | $104,223,997 | ProgramServicesAmt |
| Management And General | $18,905,059 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,374,666 | TotalAmt |
| Program Services | $1,886,910 | ProgramServicesAmt |
| Management And General | $487,756 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,687,393 | TotalAmt |
| Program Services | $12,383,722 | ProgramServicesAmt |
| Management And General | $3,303,671 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,013,051 | TotalAmt |
| Program Services | $7,956,371 | ProgramServicesAmt |
| Management And General | $2,056,680 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,586,259 | TotalAmt |
| Program Services | $4,220,143 | ProgramServicesAmt |
| Management And General | $4,366,116 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,371 | TotalAmt |
| Management And General | $1,411,371 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,689 | TotalAmt |
| Management And General | $422,689 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,741,876 | TotalAmt |
| Program Services | $14,297,900 | ProgramServicesAmt |
| Management And General | $2,443,976 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,470,188 | TotalAmt |
| Program Services | $126,658 | ProgramServicesAmt |
| Management And General | $1,343,530 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,177,949 | TotalAmt |
| Program Services | $39,161,692 | ProgramServicesAmt |
| Management And General | $4,016,257 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,452,395 | TotalAmt |
| Management And General | $4,452,395 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,065,615 | TotalAmt |
| Program Services | $6,768,218 | ProgramServicesAmt |
| Management And General | $2,297,397 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,370 | TotalAmt |
| Program Services | $171,760 | ProgramServicesAmt |
| Management And General | $66,610 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,317 | TotalAmt |
| Program Services | $68,671 | ProgramServicesAmt |
| Management And General | $64,646 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,736,547 | TotalAmt |
| Program Services | $2,052,410 | ProgramServicesAmt |
| Management And General | $684,137 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,645,189 | TotalAmt |
| Program Services | $11,733,892 | ProgramServicesAmt |
| Management And General | $3,911,297 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167,795 | TotalAmt |
| Management And General | $1,167,795 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES | $1,270,504 | $820,396 | $450,108 |
| MINOR EQUIPment | $389,775 | $377,653 | $12,122 |
| BOND & BANK FINANCE CHG | $243,079 | $243,079 | |
| licenses | $230,788 | $152,274 | $78,514 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,371 | TotalAmt |
| Program Services | $613,427 | ProgramServicesAmt |
| Management And General | $474,944 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,827,947 | TotalAmt |
| Program Services | $207,259,173 | ProgramServicesAmt |
| Management And General | $53,568,774 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,858,467 | BOYAmt |
| EOY | $4,472,096 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,486,281 | BOYAmt |
| EOY | $12,669,858 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,478,700 | BOYAmt |
| EOY | $25,884,172 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,730,931 | BOYAmt |
| EOY | $7,969,764 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,021,670 | BOYAmt |
| EOY | $2,552,539 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,657,688 | BOYAmt |
| EOY | $2,985,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $407,818,392 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $331,679,263 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,377,954 | BOYAmt |
| EOY | $76,139,129 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,117,447 | BOYAmt |
| EOY | $155,198,255 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,091,649 | BOYAmt |
| EOY | $10,774,187 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,001 | BOYAmt |
| EOY | $410,305 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,445,811 | BOYAmt |
| EOY | $20,144,333 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,723,599 | BOYAmt |
| EOY | $319,199,641 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,868,918 | BOYAmt |
| EOY | $37,218,823 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,177,195 | BOYAmt |
| EOY | $98,456,589 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,238,790 | BOYAmt |
| EOY | $27,565,781 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,284,903 | BOYAmt |
| EOY | $163,241,193 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,460,861 | BOYAmt |
| EOY | $135,086,401 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,997,796 | BOYAmt |
| EOY | $5,197,287 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,980,039 | BOYAmt |
| EOY | $15,674,760 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,438,696 | BOYAmt |
| EOY | $155,958,448 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,723,599 | BOYAmt |
| EOY | $319,199,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,426,032 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,723,842 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$12,630,122 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,977,835 | BeginningYearBalanceAmt |
| Contributions | $2,117,238 | ContributionsAmt |
| Investment Earnings Or Losses | $1,625,664 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $848,690 | OtherExpendituresAmt |
| End Year Balance | $20,872,047 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,182,983 | BeginningYearBalanceAmt |
| Contributions | $708,411 | ContributionsAmt |
| Investment Earnings Or Losses | $1,170,049 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,083,608 | OtherExpendituresAmt |
| End Year Balance | $17,977,835 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,180,436 | BeginningYearBalanceAmt |
| Contributions | $486,338 | ContributionsAmt |
| Investment Earnings Or Losses | -$625,822 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $857,969 | OtherExpendituresAmt |
| End Year Balance | $17,182,983 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,542,062 | BeginningYearBalanceAmt |
| Contributions | $803,003 | ContributionsAmt |
| Investment Earnings Or Losses | $1,059,927 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,224,556 | OtherExpendituresAmt |
| End Year Balance | $18,180,436 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,024,911 | BeginningYearBalanceAmt |
| Contributions | $506,053 | ContributionsAmt |
| Investment Earnings Or Losses | $1,155,798 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,144,700 | OtherExpendituresAmt |
| End Year Balance | $17,542,062 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24900 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,498,916 | OtherCostOrOtherBasisAmt |
| Book Value | $3,498,916 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,789,056 | OtherCostOrOtherBasisAmt |
| Depreciation | $150,637,289 | DepreciationAmt |
| Book Value | $21,151,767 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,144,010 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,850,679 | DepreciationAmt |
| Book Value | $1,293,331 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $216,207,409 | OtherCostOrOtherBasisAmt |
| Depreciation | $172,191,295 | DepreciationAmt |
| Book Value | $44,016,114 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,179,001 | OtherCostOrOtherBasisAmt |
| Book Value | $6,179,001 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $76,139,129 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due From affiliates | $18,750,262 |
| Other assets | $835,104 |
| federal student loans | $558,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $20,144,333 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| pension liability | $8,833,264 |
| estimates settlements 3rd party payable | $7,148,461 |
| due to affiliates | $4,647,939 |
| asset retirement obligations | $967,895 |
| nursing school long term liabilities | $558,967 |
| self-insurance reserves | $5,290,254 |
| deferred rent | $119,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,565,781 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUNDS ARE USED TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION IN PROVIDING HEALTHCARE TO THE SURROUNDING COMMUNITIES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | hallmark mwh golf | Event1Nm |
| Gross Receipts Event1 | $130,075 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $84,625 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $45,450 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $10,360 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $18,515 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $9,375 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,359 | OtherDirectExpensesEvent1Amt |
| Event2 | hallmark lmh golf | Event2Nm |
| Gross Receipts Event2 | $100,425 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $64,850 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $35,575 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $9,782 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $13,494 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $21,452 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $3,034 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $91,523 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $91,523 | CharitableContriOtherEventsAmt |
| Non Cash Prizes Other Events | $1,676 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $5,046 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $4,190 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,250 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,886 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $322,023 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $240,998 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $81,025 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $21,818 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $37,055 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $35,017 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,250 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,279 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $108,419 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$27,394 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent150 | Yes (X) | Percent150Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,360,966 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $664,760 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,696,206 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $34,172,057 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $31,594,311 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,577,746 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00990 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $36,533,023 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $32,259,071 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,273,952 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01640 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 60 | ActivitiesOrProgramsCnt |
| Persons Served | 361801 | PersonsServedCnt |
| Total Community Benefit Expns | $4,509,771 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $2,219,454 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,290,317 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00880 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 8 | ActivitiesOrProgramsCnt |
| Persons Served | 2038 | PersonsServedCnt |
| Total Community Benefit Expns | $1,392,735 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $59,478 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,333,257 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00510 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 105 | PersonsServedCnt |
| Total Community Benefit Expns | $1,293,960 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $887,287 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $406,673 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 12406 | PersonsServedCnt |
| Total Community Benefit Expns | $152,380 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $191 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $152,189 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 8 | ActivitiesOrProgramsCnt |
| Persons Served | 5678 | PersonsServedCnt |
| Total Community Benefit Expns | $160,784 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $8,156 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $152,628 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 79 | ActivitiesOrProgramsCnt |
| Persons Served | 382028 | PersonsServedCnt |
| Total Community Benefit Expns | $7,509,630 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,174,566 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,335,064 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01670 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 79 | ActivitiesOrProgramsCnt |
| Persons Served | 382028 | PersonsServedCnt |
| Total Community Benefit Expns | $44,042,653 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $35,433,637 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,609,016 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03310 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 690 | PersonsServedCnt |
| Total Community Benefit Expns | $1,859 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,859 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 35 | PersonsServedCnt |
| Total Community Benefit Expns | $17,133 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $17,133 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 1000 | PersonsServedCnt |
| Total Community Benefit Expns | $1,358 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,358 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 3 | ActivitiesOrProgramsCnt |
| Persons Served | 1547 | PersonsServedCnt |
| Total Community Benefit Expns | $21,223 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $21,223 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 7 | ActivitiesOrProgramsCnt |
| Persons Served | 3272 | PersonsServedCnt |
| Total Community Benefit Expns | $41,573 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $41,573 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $2,573,663 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $79,730,396 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $91,441,332 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$11,710,936 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 10 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (10 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd | OtherOtherDesc |
|---|---|---|---|---|---|---|---|---|---|
| melrose wakefield hospital | |||||||||
| 1 | 585 lebanon street | melrose | MA | 02176 | Yes (X) | Yes (X) | Yes (X) | A | |
| lawrence memorial hospital | |||||||||
| 2 | 170 governors avenue | medford | MA | 02155 | Yes (X) | Yes (X) | Yes (X) | A | |
| hallmark oncology & hematology center | |||||||||
| 3 | 41 montvale avenue | stoneham | MA | 02180 | A | outpatient medical | |||
| chem center radiation & mri | |||||||||
| 4 | 48 montvale avenue | stoneham | MA | 02180 | A | outpatient medical | |||
| hallmark health at 101 main | |||||||||
| 5 | 101 main street | medford | MA | 02155 | A | outpatient medical | |||
| hallmark outpat diagnostic & rehab | |||||||||
| 6 | 30 newcrossing road | reading | MA | 01867 | A | outpatient medical | |||
| health image woman's imaging center | |||||||||
| 7 | 830 main street | melrose | MA | 02176 | A | imaging center | |||
| melrose-wakefiled hospital rehab services | |||||||||
| 8 | 22 corey street | melrose | MA | 02176 | A | pt & rehab service | |||
| lawrence memorial hospital program | |||||||||
| 9 | 200 governors avenue | medford | MA | 02155 | A | psychiatric service | |||
| community counseling center | |||||||||
| 10 | 178 savin street | malden | MA | 02148 | A | outpatient counseling | |||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Facility Reporting Group - a | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| Other | Yes (X) | OtherInd |
| CHNA Conducted | 16 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | http:/www.melrosewakefield.org | OwnWebsiteURLTxt |
| Other Website | Yes (X) | OtherWebsiteInd |
| Other Website URL | www.melrosewakefield.org/in-the-community/community-benefits/ | OtherWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 16 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | www.melrosewakefield.org/in-the-community/community-benefits/ | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | www.melrosewakefield.org | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | www.melrosewakefield.org | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | www.melrosewakefield.org | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit Report To Credit Agency | Yes (X) | PermitReportToCreditAgencyInd |
| Collection Activities | Yes (1) | CollectionActivitiesInd |
| Reporting To Credit Agency | Yes (X) | ReportingToCreditAgencyInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Section B | Facility Reporting Group A |
| Facility Reporting Group A consists of: | - Facility 1: melrose wakefield hospital, - Facility 2: lawrence memorial hospital, - Facility 3: hallmark oncology & hematology center, - Facility 4: chem center radiation & mri, - Facility 5: hallmark health at 101 main, - Facility 6: hallmark outpat diagnostic & rehab, - Facility 7: health image woman's imaging center, - Facility 8: melrose-wakefiled hospital rehab services, - Facility 9: lawrence memorial hospital program, - Facility 10: community counseling center |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | In addition to the Federal Poverty Guideline, MELROSEWAKEFIELD HEALTHCARE, INC. reviews, among other items, an individual's household income, assets, family size, expenses, medical needs, current insurance coverage, citizenship and residency when evaluating a patient's eligibility for financial assistance as part of its Financial Assistance Policy. For Massachusetts residents, the applicable information is submitted to the state as part of the application process for public program assistance to determine coverage for services provided to the individual. |
| Part I, Line 7: | CHARITY CARE COSTS FROM WORKSHEETS 1 & 2 AND UNREIMBURSED MEDICAID FROM WORKSHEET 3 AND HEALTH PROFESSIONS EDUCATION FROM WORKSHEET 5 WERE APPLIED TO ALL PATIENT SEGMENTS. (COST TO CHARGE RATIO). |
| Part I, Question 6a: | IN ADDITION TO THE FORM 990 SCHEDULE H, MELROSEWAKEFIELD HEALTHCARE, INC. ISSUED AN FY 2017 COMMUNITY BENEFITS REPORT TO THE COMMONWEALTH OF MASSACHUSETTS, IN COMPLIANCE WITH THE REQUIREMENTS OF THE MA ATTORNEY GENERAL (THE "MA AGO") FOR REPORTING COMMUNITY BENEFITS. THE COMMUNITY BENEFITS PROCESS AND ACTIVITIES, IS ALSO AVAILABLE ONLINE, WITH THE CHNA AND THE 2017-2019 COMMUNITY BENEFITS IMPLEMENTATION PLAN (CHIP) WHICH ARE ALSO AVAILABLE IN PRINT VERSIONS AT EACH HOSPITAL CAMPUS AND AT OTHER COMMUNITY SITES IN THE SERVICE AREA.MELROSEWAKEFIELD HEALTHCARE, INC. PROMOTES COMMUNITY BENEFITS PROGRAMS THROUGH NEWS RELEASES, CALENDAR POSTINGS, FACEBOOK AND TWITTER MESSAGING, BULLETINS FOR LOCAL HOUSE OF WORSHIP AND SERVICE ORGANIZATIONS, AND LOCAL CABLE ACCESS TELEVISION STATIONS. FLYERS AND POSTCARDS ARE ALSO DISSEMINATED WIDELY IN THE COMMUNITY TO NOTIFY RESIDENTS OF UPCOMING COMMUNITY BENEFITS PROGRAMS AND SERVICES. THE ANNUAL COMMUNITY BENEFITS REPORT IS DISTRIBUTED TO THE MELROSEWAKEFIELD HEALTHCARE, INC. BOARD OF TRUSTEES, LEADERS, LOCAL LEGISLATORS AND COMMUNITY PARTNERS. THE REPORT IS ALSO POSTED ON THE MELROSEWAKEFIELD HEALTHCARE, INC. WEBSITE FOR THE GENERAL PUBLIC TO VIEW. DISCLOSURE STATEMENT FOR CORRECTING SECTION 501(R) OMISSIONS, ERRORS AND OTHER FAILURES PURSUANT TO REVENUE PROCEDURE 2015-21 ON SEPTEMBER 23, 2016, MELROSEWAKEFIELD HEALTHCARE, INC. BEGAN AN INTERNAL REVIEW OF ITS COMPLIANCE WITH 501(R) IN AN EFFORT TO SEE WHETHER OR NOT IT WAS FULLY COMPLIANT WITH THE FINAL REGULATIONS OF 501(R) WHICH APPLY TO MELROSEWAKEFIELD HEALTHCARE, INC.'S TAX YEAR BEGINNING OCTOBER 1, 2016 AND ENDING SEPTEMBER 30, 2017. THE RESULTS OF THE INTERNAL REVIEW REVEALED THAT DESPITE GOOD FAITH BEST EFFORTS (AND NOT WILLFUL OR EGREGIOUS CONDUCT) OF FORMER EXECUTIVE MANAGEMENT PERSONNEL TASKED WITH ENSURING COMPLIANCE WITH THE REQUIREMENT OF 501(R) MELROSEWAKEFIELD HEALTHCARE, INC. HAD SOME APPARENT OMISSIONS, ERRORS AND OTHER FAILURES. THE FOLLOWING DESCRIBES THE OMISSIONS, ERRORS AND OTHER FAILURES, AND THE CORRECTIVE ACTIONS WHICH HAVE BEEN TAKEN:1. WITH RESPECT TO FINANCIAL ASSISTANCE POLICY ("FAP"), MELROSEWAKEFIELD HEALTHCARE, INC. FAILED TO OBTAIN A FORMAL VOTE FROM ITS BOARD OF TRUSTEES ON ITS SEPARATE WRITTEN FINANCIAL ASSISTANCE POLICY. MELROSEWAKEFIELD HEALTHCARE, INC. HAS OFFERED FINANCIAL ASSISTANCE AS STATED IN ITS CREDIT AND COLLECTION POLICY SINCE 2002. CORRECTIVE ACTION: THE BOARD VOTE ON THE FAP WAS TAKEN ON FEBRUARY 23, 2017.SECOND, THE FAP NEEDED REVISIONS TO CLARIFY MELROSEWAKEFIELD HEALTHCARE, INC.'S USE OF THE "LOOK BACK" METHOD FOR CALCULATING THE AMOUNTS GENERALLY BILLED ("AGB"), TO STATE THE AGB PERCENTAGE AND TO DESCRIBE HOW IT WAS CALCULATED.CORRECTIVE ACTION: ADDITIONAL INFORMATION WAS ADDED TO THE FAP REGARDING THE "LOOK BACK" METHOD FOR CALCULATING THE AGB, ITS PERCENTAGE AND A DESCRIPTION OF THE CALCULATION AND PUBLISHED TO THE WEBSITE ON OR ABOUT MAY 10, 2017.THIRD, THE PLAIN LANGUAGE SUMMARY OF THE HOSPITAL FACILITY'S FAP NEEDED REVISIONS TO CLARIFY THE APPLICATION PROCESS FOR ASSISTANCE; INSTRUCTIONS ON HOW AN INDIVIDUAL MIGHT OBTAIN A FREE COPY OF THE FAP AND FAP APPLICATION FORM BY MAIL; ADD TO THE WEBSITE THE FAP APPLICATION FORM (RATHER THAN JUST A REFERENCE TO THE MASSACHUSETTS HEALTH SAFETY NET WEBSITE), AS WELL AS THE PHYSICAL LOCATION WHERE AN INDIVIDUAL COULD OBTAIN COPIES OF THE FAP AND FAP APPLICATION FORM, FREE OF CHARGE (RATHER THAN JUST CONTACT NAMES AND PHONE NUMBERS); AND ADD A STATEMENT REGARDING THE AVAILABILITY OF TRANSLATIONS (RATHER THAN JUST TRANSLATION OF THE PUBLISHED WEB PAGE), AND DOWNLOADABLE TRANSLATIONS OF THE FAP, FAP APPLICATION FORM, AND PLAIN LANGUAGE SUMMARY OF THE FAP IN OTHER LANGUAGES. CORRECTIVE ACTION: REQUIRED PROVISIONS WERE ADDED TO THE PLAIN LANGUAGE SUMMARY OF THE HOSPITAL FACILITY'S FAP AND PUBLISHED TO THE WEBSITE ON OR ABOUT MAY 24, 2017. ADDITIONAL DOWNLOADABLE TRANSLATIONS ARE ALSO PUBLISHED.FOURTH, WITH RESPECT TO WIDELY PUBLICIZING THE FAP, MELROSEWAKEFIELD HEALTHCARE, INC. DISCOVERED THE FOLLOWING FAILURES: (1) MELROSEWAKEFIELD HEALTHCARE, INC. DID NOT PROVIDE INDIVIDUALS WITH ACCESS TO THE FAP, APPLICATION AND PLAIN LANGUAGE SUMMARY ON ITS WEBSITE OR UPON REQUEST BY MAIL AND IN PUBLIC LOCATIONS WITHIN THE HOSPITAL FACILITY, (2) IT DID NOT NOTIFY AND INFORM INDIVIDUALS WHO RECEIVED CARE ABOUT THE FAP BY OFFERING FREE PAPER COPIES OF THE PLAIN LANGUAGE SUMMARY TO PATIENTS AS PART OF THE INTAKE OR DISCHARGE PROCESS; (3) IT DID NOT MAKE AVAILABLE TRANSLATION OF THE FAP, APPLICATION, AND PLAIN LANGUAGE SUMMARY IN LANGUAGES SPOKEN BY EACH SIGNIFICANT POPULATION WITH LIMITED ENGLISH PROFICIENCY AND (4) THAT AS A RESULT OF SOME RENOVATIONS AT ONE OF THE HOSPITAL FACILITY CAMPUSES, SOME OF THE POSTERS HAD BEEN TAKEN DOWN, AND LOST, AND SOME OF THE OTHER BROCHURES, AND PAMPHLETS HAD NOT BEEN WIDELY CIRCULATED OR REPLENISHED AFTER THE SUPPLY WAS DEPLETED. CORRECTIVE ACTIONS: IN ADDITION TO ITS CURRENT OPERATION DISSEMINATION OF INFORMATION ABOUT FINANCIAL ASSISTANCE, MELROSEWAKEFIELD HEALTHCARE, INC. HAS RECOMMITTED ITSELF TO WIDELY PUBLICIZING THE FAP AND THE EXISTENCE OF FINANCIAL ASSISTANCE BY MAKING ITS FAP, FAP APPLICATION FORM, AND A PLAIN LANGUAGE SUMMARY OF THE FAP WIDELY AVAILABLE ON ITS WEBSITE; MAKING THE FAP, PLAIN LANGUAGE SUMMARY AND APPLICATION LANGUAGES SPOKEN BY EACH SIGNIFICANT POPULATION WITH LIMITED ENGLISH PROFICIENCY; MAKING PAPER COPIES OF THE FAP DOCUMENTS AVAILABLE UPON REQUEST AND WITHOUT CHARGE, BOTH IN PUBLIC LOCATIONS IN THE HOSPITAL FACILITIES AND BY MAIL (THIS WAS CORRECTED BY JUNE 6, 2017); NOTIFYING AND INFORMING VISITORS TO THE HOSPITAL FACILITY ABOUT THE FAP THROUGH CONSPICUOUS PUBLIC DISPLAYS OR OTHER MEASURES REASONABLY CALCULATED TO ATTRACT VISITORS' ATTENTION; AND NOTIFYING AND INFORMING RESIDENTS OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY ABOUT THE FAP IN A MANNER REASONABLY CALCULATE TO REACH THOSE MEMBERS OF THE COMMUNITY WHO ARE MOST LIKELY TO REQUIRE FINANCIAL ASSISTANCE, INCLUDING DISTRIBUTING COPIES OF THE FAP, THE FAP APPLICATION FORMS TO REFERRING STAFF PHYSICIANS, TO COMMUNITY HEALTH CENTERS, TO PUBLIC AGENCIES AND NONPROFITS IN THE COMMUNITY (THIS WAS CORRECTED BY APRIL 24, 2017). THE OTHER OUTSTANDING CORRECTIVE ACTIONS WERE COMPLETED BY SEPTEMBER 1, 2017. 2. WITH RESPECT TO BILLING AND COLLECTION, MELROSEWAKEFIELD HEALTHCARE, INC. DISCOVERED THAT IT NEEDED TO NOTIFY INDIVIDUALS ABOUT ITS FAP AND PROVIDE A COPY OF THE PLAIN LANGUAGE SUMMARY THIRTY DAYS BEFORE INITIATING EXTRAORDINARY COLLECTION ACTIONS (ECAS) TO OBTAIN PAYMENT FOR CARE. FOR ANY FAP ELIGIBLE INDIVIDUALS, IF THE INDIVIDUAL IS ELIGIBLE FOR DISCOUNTED (BUT NOT FREE CARE), THEN PROVIDE THE INDIVIDUALS WITH A BILLING STATEMENT THAT INDICATED THE AMOUNT THE INDIVIDUAL OWES, AND HOW THE AMOUNT WAS DETERMINED AS WELL AS DESCRIBE HOW THE INDIVIDUAL CAN GET INFORMATION REGARDING THE AGB FOR THE CARE. CORRECTIVE ACTION: MELROSEWAKEFIELD HEALTHCARE, INC. MADE CHANGES TO ITS CREDIT AND COLLECTION PROCEDURES ON OCTOBER 31, 2017 AS WELL AS STOPPED INITIATING ANY ECAS.FINALLY IT SHOULD BE NOTED, THAT TO DATE, MELROSEWAKEFIELD HEALTHCARE, INC. HAS NOT FOUND ANY PERSONS WHO HAVE BEEN AFFECTED BY THE OMISSIONS, ERRORS OR FAILURES, AND HAS RECEIVED NO COMPLAINTS OR LEGAL ACTIONS FROM ANY INDIVIDUALS REGARDING ITS FAP, FAP APPLICATION PROCESS, OR PLAIN LANGUAGE SUMMARY OF THE FAP. THE HOSPITAL FACILITY HAS UNDERTAKEN A FURTHER INVESTIGATION TO TRY TO DETERMINE IF ANY INDIVIDUALS HAVE BEEN HARMED, ESPECIALLY WITH RESPECT TO BILLING AND COLLECTIONS. IN ADDITION, WITH THE EMPLOYMENT OF NEW EXECUTIVE MANAGEMENT, MELROSEWAKEFIELD HEALTHCARE, INC. IS COMMITTED TO DEVELOPING ON-GOING PLANS AND PROCEDURES TO MINIMIZE THE LIKELIHOOD OF THESE TYPES OF FAILURES FROM RECURRING IN THE FUTURE, AND IS TAKING CORRECTIVE ACTIONS, AS QUICKLY AS POSSIBLE, TO SATISFY THE REQUIREMENTS OF STATE AND FEDERAL LAW. |
| Part II, Community Building Activities: | As part of its efforts to improve the health status of its core communities, MELROSEWAKEFIELD HEALTHCARE, INC. participates in a variety of broad-based community coalitions and initiatives that work towards addressing the specific and general health needs in these cities and towns. A sample of current activities include: the Joint Committee for Children's Healthcare in Everett; the Malden's Promise Coalition; local Councils on Aging; the Healthy Families Community Coalition; local substance abuse prevention coalitions in Malden, Melrose, Medford, Reading, Stoneham, and Wakefield; as well as the regional Massachusetts Opioid Abuse Prevention Collaborate (MOAPC) and Substance Abuse Prevention Collaborative (SAPC), both programs of the Mystic Valley Public Health Coalition. MELROSEWAKEFIELD HEALTHCARE, INC. also partners with the North Suburban Child and Family Resource Network, serving Lynnfield, Melrose, North Reading, Reading, Stoneham, Wakefield, and Winchester; and the Malden, Everett, and Medford Coordinated Family and Community Engagement (CFCE) grant programs funded by the MA department of Early Education and Care; the Tri-City Hunger Network and a host of other community-based and guided coalitions and initiatives. A specific example of this community building includes MELROSEWAKEFIELD HEALTHCARE, INC.'s representation on the Melrose Alliance Against Violence (MAAV). MAAV is a non-profit, community-based organization that focuses on outreach, education and community collaboration in order to raise awareness of the problems of domestic and sexual assault violence in Melrose. Working closely with the Melrose Police Department, the Board of Directors of MAAV includes a representative from MELROSEWAKEFIELD HEALTHCARE, INC., as well as members from the Melrose schools, clergy, Health Department, as well as students and community members at large.In addition, MELROSEWAKEFIELD HEALTHCARE, INC. has continued to convene a number of Community Outreach Teams to assist with the collection of community health need information to optimize the benefits of community health education and screenings. The Teams have sponsored events ranging from informal (planning, health events and screenings) to more formal (Healthy Melrose, Stoneham Summer Safety Day, and the Mobile Food Market in Malden), offering multiple opportunities to interact with a wide range of community members to form trusting relationships, listening to the voices of individual community members, and fostering the Development of resilience within each community. As MELROSEWAKEFIELD HEALTHCARE, INC. begins the first year of its new Implementation Plan for 2017-2019, it continues to utilize the collective knowledge of the Team Captains. The Team Organizing Charter guides the membership toward salient activities. Relevant health data and the identified target population lists are provided to each Team Captain to assist them in planning programs in their communities. Currently, there are six (6) community outreach teams named for Malden/Everett, Medford, Melrose, Wakefield, Reading/North Reading and Stoneham. Saugus did not have a team in 2017. The Teams continuously solicit input from community leaders including superintendents of schools, state representatives, business leaders, fire and police officials and local health departments. Many employees serving on Teams also participate in other community groups and civic organizations. More than 40 employees, volunteers, and physicians were involved in Team-sponsored events in Fiscal Year 2017/Tax Year 2016 (FY 2017/TY 2016).The Community Team efforts have been acknowledged by four area Chambers of Commerce, other civic organizations, the American Hospital Association, and the Massachusetts Hospital Association. |
| Part III, Line 2: | MELROSEWAKEFIELD HEALTHCARE, INC. developed a cost to charge ratio and applied it to the Bad Debt account charges that were actually written off. |
| Part III, Line 4: | The following is from the Hallmark Health Corporation Consolidated Audited Financial Statements, of which MELROSEWAKEFIELD HEALTHCARE, INC. is included, relating to Charity Care and Bad Debt Expense:2017 CHARITY CARE AND COMMUNITY BENEFIT FOOTNOTECharity Care - The Corporation provides care to patients regardless of their ability to pay. Consistent with its tax exempt status and community service responsibilities, the Corporation provides financial assistance in the form of free or discounted care to patients who meet certain criteria under the Corporation's charity care policy. In assessing a patient's inability to pay, the Corporation utilizes federal poverty income guidelines and follows procedures set forth in its credit and collections policy, which has been approved by the Commonwealth of Massachusetts (the "Commonwealth") Division of Healthcare Finance and Policy. Because the Corporation does not pursue collection of amounts determined to qualify as charity care, these amounts are not reported as patient service revenue. During the years ending September 30, 2017 and 2016, the Corporation estimated that the cost associated with the charity care provided was approximately $606,000 and $506,000, respectively. Such costs have been estimated based on ratios of expenses to established patient service charges.Health Safety Net (HSN) - The Commonwealth administers the HSN program to act as the payer of last resort for covered health care services provided by acute hospitals and community health centers in the Commonwealth. All hospitals have been assessed a uniform allowance based on estimates of their share of total HSN funding and have been reimbursed for a portion of the cost of actual uncompensated care which they provide, subject to certain limitations. Reimbursable uncompensated care includes net charity care and bad debts resulting from emergency services. Hospitals' recoveries from the HSN are based on regulated payment rates. The Corporation has recorded its activity with the HSN as a component of net patient service revenue in the accompanying consolidated statements of operations. Management believes that the accompanying consolidated balance sheets reflect reasonable estimates of the Corporation's net obligation to the HSN as of September 30, 2017 and 2016. The Corporation's share of the total Commonwealth's assessment was $4,150,230 and $1,669,338 for 2017 and 2016, respectively. During 2017 and 2016, the Corporation received reimbursement from the HSN in the amounts of $2,191,731 and $193,424, respectively. Total uncompensated care provided by the Corporation for the years ended September 30, 2017 and 2016, was as follows:Provision for charity care (at cost)$605,541 (2017) ; $505,725 (2016)Provisions for bad debts (at cost)$4,163,997 (2017) ; $3,690,589 (2016)HSN (assessments net of reimbursement)$1,958,499 (2017) ; $1,475,914 (2016)TOTAL UNCOMPENSATED CARE$6,728,037 (2017) ; $5,672,228 (2016) Total MELROSEWAKEFIELD HEALTHCARE, INC. Uncompensated care for FYE 2017 & 2016 is as follows: Provision for charity care (at cost)$616,091 (2017) ; $531,145 (2016)Provisions for bad debts (at cost)$4,003,662 (2017) ; $3,613,873 (2016)HSN (assessments net of reimbursement)$1,958,499 (2017) ; $1,475,914 (2016)TOTAL UNCOMPENSATED CARE$6,578,252 (2017) ; $5,620,932 (2016) Provision for Uncollectible Accounts - The provision for uncollectible accounts in the accompanying consolidated statement of operations reflects the charges at established rates for services provided to those individuals who do not qualify for charity care under the guidelines described above, but who are otherwise unable or unwilling to pay the Corporation. The provision for uncollectible accounts of approximately $9,570,000 in 2017 and $8,448,000 in 2016 represents charges for services provided that are deemed to be uncollectible. The estimated cost of providing these services was approximately $4,164,000 in 2017 and $3,691,000 in 2016. Such costs have been estimated based on ratios of expenses to established patient service charges.Accounts receivable are reduced by an allowance for uncollectible accounts. In evaluating the collectability of accounts receivable, the Corporation analyzes its past history and identifies trends to estimate the appropriate provision for uncollectible accounts. Management regularly reviews these trends in evaluating the sufficiency of the allowance for uncollectible accounts. The Corporation records a significant provision for uncollectible accounts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bills for which they are financially responsible. The difference between the standard rates and the amounts actually collected after all reasonable collection efforts have been exhausted is charged off against the allowance for uncollectible accounts. The Corporation's allowance for uncollectible accounts for all patients increased from 23% of accounts receivable as of September 30, 2016, to 26% of accounts receivable as of September 30, 2017. In addition, the Corporation's write-offs, net of recoveries, increased from approximately $6.7 million in 2016 to approximately $6.9 million in 2017. The changes were a result of management's review of historical trends in uncollectible accounts and determination of reserves, including the impact of the provisions of the Patient Protection and Affordable Care Act.The Corporation updated its financial assistance policy in 2017 to ensure compliance with 501(r). The Corporation does not maintain a material allowance for uncollectible accounts from third-party payors, nor did it have significant bad debt write-offs from third-party payors.Community Benefit - In furthering its charitable purpose, the Corporation provides a wide variety of health care services to the community in order to provide access to appropriate care for populations in need. The Corporation has developed a formal Community Benefit Plan, which responds to a comprehensive assessment of health care needs in the community. The Community Benefit Plan supports services that target not only the general population in the Corporation's service area, but also particular populations with special health care needs, including the poor, the elderly, children, and minority populations. Supported services include various clinics, health screening programs, health education programs, and support groups operated in the Corporation's service area. The Corporation works actively with other area service providers to facilitate the development of an effective community health network. The Corporation also participates in activities designed to foster and enhance the economic and civic environment of its service areas. MELROSEWAKEFIELD HEALTHCARE, INC. does not include Bad Debt as a Community Benefit. |
| Part III, Line 8: | The Medicare allowable costs on line 6 was determined by using information from the Medicare cost report. It is MELROSEWAKEFIELD HEALTHCARE, INC.'s policy to exclude any Medicare shortfall from the Community Benefit information. |
| Part III, Line 9b: | POLICY - It is MELROSEWAKEFIELD HEALTHCARE, INC.'s policy to exempt certain individuals and patient populations who are enrolled in MassHealth, certain other government benefit programs and financial assistance programs from any collection or billing procedures, subject to allowable exceptions, pursuant to Massachusetts state regulations and policies. |
| Part VI, Line 2: | MELROSEWAKEFIELD HEALTHCARE, INC. is a not-for-profit hospital that operates to further the improvement of the health status of the communities that we serve through the delivery of healthcare services and education. This effort is achieved by:-Re-investing surplus funds back into communities through programs and services.-Making sure that care is available to everyone regardless of the ability to pay.-Using compassion as a cornerstone in improving the health of our communities.-Attending to the needs of patients and their family members by addressing the needs of the whole person not just as a disease or a diagnosis.-Providing a range of special benefits to the community, such as programs to manage care for persons with chronic diseases, health education and disease prevention initiatives, outreach for the elderly, and care for persons who are poor or uninsured.In compliance with IRS guidelines, an 18 month-long process to develop a formal Community Health Needs Assessment (CHNA) was completed by MELROSEWAKEFIELD HEALTHCARE, INC. in August 2016, in collaboration with the Institute for Community Health (ICH), a non-profit organization recognized for community-based participatory research, assessment, and dissemination. This process included a review of reputable public health, socio-economic, and foundation data; input from the Hallmark Health Community Benefits Advisory Council, Community Outreach Teams, Patient/Family Advisory Council, local community coalitions, and the Community Health Network Areas membership. Stakeholder interviews and community forums were also completed. Reflecting IRS requirements, and to foster transparency, the entire CHNA and prior CHNA as well as an Executive Summary of the findings are posted on the MELROSEWAKEFIELD HEALTHCARE, INC. website and in printed versions at each hospital campus and other key service delivery locations in the catchment area. The Community Health Improvement Plan (CHIP) for 2017-2019 is also posted on the MELROSEWAKEFIELD HEALTHCARE, INC.'s website. From the fourth quarter of fiscal 2017 and into the first quarter of fiscal 2018, it became apparent that due to significant financial challenges facing the organization, the community benefits expected to be delivered to the community would need to be reduced. In fiscal 2018, the CHIP will be amended to reflect the changes. The changes will be posted on the MELROSEWAKEFIELD HEALTHCARE, INC.'s website. Ongoing monitoring of the CHNA and its identified health priorities is the responsibility of the Community Benefits Advisory Council (CBAC). As of the end of FY 2017/TY 2016, the Hallmark Health Council included: A Trustee of MELROSEWAKEFIELD HEALTHCARE, INC.; System Vice President of Home Care & Community Programs; Executive Vice President & Chief Legal Officer; Chief Marketing Officer; two MELROSEWAKEFIELD HEALTHCARE, INC. employed physicians; Fiscal Controller; Executive Director of the Cancer Center; Director of Clinical Services ; Director, Community Services; Manager, Case Management; Manager, Central Scheduling, Insurance Coordination, and Interpreter Services; Manager, Community Benefits and Operations; and five community representatives. The CBAC acts as overseers for the CHNA, and defines the process for recognizing current and emerging health needs in the community, as well as developing a multi-year Community Health Improvement Plan (CHIP) to respond to these needs. The CBAC meets six times per year to ensure compliance with the CHIP, review program outcomes, discuss important community health issues, and offer recommendations to the Board of Trustees related to community health needs and disparities. The CBAC approves any and all amendments to the CHIP resulting from emerging health issues or unplanned changes in capacity. It also engages new members from the communities served to join the group, prioritizes candidates who can assist the CBAC and MELROSEWAKEFIELD HEALTHCARE, INC. to better understand community health needs and barriers to access. In FY 2017, three new members were added; two representing the community and one from Hallmark Health VNA and Hospice, who is also a community resident.MELROSEWAKEFIELD HEALTHCARE, INC. also actively participated with the community through its Community Outreach Teams, soliciting input from key community leaders, including superintendents of schools, state representatives, business leaders, fire and police personnel and local health departments. Additional approaches include work as members of community coalitions and with the Community Health Network Areas (CHNA 15 and 16) designated by the MA Department of Public Health. These have proven effective in gaining vital perspective around the health needs of local residents, and in tailoring outreach messages and programming based on what constituencies and communities value most.(Community Teams functions are further explained in the description of Community Activities in Part II.)Another way that MELROSEWAKEFIELD HEALTHCARE, INC. assessed needs within the community is through the Patient/Family Advisory Council (PFAC). This Council was formed to obtain feedback and ideas from community members on how the hospitals can be more receptive to the unique needs of community residents, especially those of diverse backgrounds, and to promote the highest quality of patient-centered services by fostering a strong partnership through outreach activities with community residents. The Council often assists MELROSEWAKEFIELD HEALTHCARE, INC. staff by providing input into the planning of future community activities and initiatives.As part of its efforts to improve health status in the catchment area, MELROSEWAKEFIELD HEALTHCARE, INC. also participated in a variety of broad-based community coalitions and initiatives that work towards addressing the specific and general health needs in these cities and towns. A sample of these memberships include: local Councils on Aging; the Middlesex County District Attorney's Opioid Task Force, the Care Collaborative to support providers treating pregnant and postnatal women with Substance Use Disorders and their infants; The Safe Baby/Safe Kids Task Force through the Middlesex County District Attorney's Office; Medford Health Matters; Tri-City Hunger Network; the Chinese Culture Connection; substance abuse prevention coalitions in Malden, Melrose, Medford, Wakefield, and Stoneham; the Malden's Promise Coalition, MA Department of Public Health in Mass in Motion programs in Melrose-Wakefield, Malden, and Everett; and the Melrose, Stoneham, and Wakefield Alliances Against Violence. One central focus of MELROSEWAKEFIELD HEALTHCARE, INC.'s community benefits groups and local leaders, includes enhancing relationships with faith-based and grassroots organizations. Such relationships provide insight into how these groups view MELROSEWAKEFIELD HEALTHCARE, INC.'s role in their community, how our system can improve the ways we serve diverse residents, and how the system should strengthen collaboration to best meet divergent health needs. |
| Part VI, Line 3: | Massachusetts Hospitals and MELROSEWAKEFIELD HEALTHCARE, INC. provide patients with information about financial assistance programs through the Commonwealth of Massachusetts or through the Hospital's own financial assistance program as outlined in the Financial Assistance Policy and the Credit and Collection Policy of MELROSEWAKEFIELD HEALTHCARE, INC. and at the MELROSEWAKEFIELD HEALTHCARE, INC. website http://www.melrosewakefield.org. For those patients that request such assistance, MELROSEWAKEFIELD HEALTHCARE, INC.'s certified financial counselors assist patients by screening them for eligibility in available public assistance programs or the MELROSEWAKEFIELD HEALTHCARE, INC.'s financial assistance program (including but not limited to MassHealth, the premium assistance payment program operated by the Health Connector, the Children's Medical Security Program, the Health Safety Net and Medical Hardships) and assisting them in applying for these programs. Assistance for these programs is determined by reviewing, among other items, an individual's household income, assets, family size, expenses and medical needs, current insurance coverage, and any other information that may be necessary. The screening and application process for public assistance programs is done through a single uniform application that is submitted through the MA Health Connector (http://www.mahealthconnector.org/), or through a standard paper application. The screening and application process for MELROSEWAKEFIELD HEALTHCARE, INC. assistance is done through a separate paper application.MELROSEWAKEFIELD HEALTHCARE, INC. has no role in specifically determining the eligibility for enrollment in a public assistance program, but at the patient's request may take a direct role in appealing or seeking information related to the coverage decision.MELROSEWAKEFIELD HEALTHCARE, INC. provides all individuals with a general notice of the availability of public assistance and financial assistance programs during a patient's initial in-person pre-registration at a hospital location for non-emergency services, by phone call or in-person interviews once a patient is admitted to the hospital from the emergency room or discharged from the emergency room, in all billing invoices that are sent to a patient or guarantor, and when the provider is notified or through its own diligence becomes aware of a change in the patient's eligibility status for public or private insurance coverage.In addition, MELROSEWAKEFIELD HEALTHCARE, INC. also posts general notices and business cards of Certified Financial Counselors at service delivery areas where there is a registration or check-in area, including but not limited to, inpatient, outpatient, emergency departments, and in the general business office areas that are customarily used by patients (e.g. admissions and registration areas or patient financial service offices that are actively open to the public). The general notice informs the patient and/or visitor of the availability of the various public assistance payment programs as well as the location(s) within the hospital and phone numbers to call to schedule an appointment with the Certified Financial Counselors. When communicating with patients regarding financial assistance, especially during scheduled interviews, or on the telephone, MELROSEWAKEFIELD HEALTHCARE, INC. attempts to do so in the primary language of the patient or his/her family, if reasonably possible, and in a manner consistent with all applicable federal and state laws and regulations. Additionally, the FAP is distributed in multiple languages at non-traditional locations such as the Mobile Food Market and family networks in our service area. The FAP is available on the MELROSEWAKEFIELD HEALTHCARE, INC. website which also offers a translation feature to accommodate visits. |
| Part VI, Line 4: | MELROSEWAKEFIELD HEALTHCARE, INC. is a community hospital system, located on two hospital campuses approximately ten (10) miles north of Boston, Massachusetts. MELROSEWAKEFIELD HEALTHCARE, INC.'s overall service area is primarily within Middlesex County, with some slight overlap into Essex and Suffolk Counties.The MELROSEWAKEFIELD HEALTHCARE, INC. Community Benefit catchment area (as defined through the Community Health Needs Assessment process) includes the six core communities of Malden, Medford, Melrose, Reading, Stoneham, and Wakefield, and three additional communities of Everett, North Reading, and Saugus (hereafter referred to as "MELROSEWAKEFIELD HEALTHCARE, INC. CB"). These communities were selected and approved by leadership based on an assessment of communities from which MELROSEWAKEFIELD HEALTHCARE, INC. draws its patient population, communities where HHS has an existing physical or program presence, as well as long-standing relationships with community stakeholders or organizations. Additional communities are served by the hospital's community-based programs that are proximate to the catchment area. For example, the North Suburban Women, Infants, and Children (WIC) program serves the towns of Burlington, Wilmington, Winchester, and Woburn in addition to eight other catchment area cities and towns, and the North Suburban Child and Family Resource Network serves Lynnfield and Winchester, in addition to five other catchment area communities. In 2017 MELROSEWAKEFIELD HEALTHCARE, INC. has expanded its role with the Malden Public Schools for the Coordinated Family and Community Engagement (CFCE) grant to provide services to the Malden community.For purposes of monitoring Language Needs and the hospital's Interpreter Services program, the MA Department of Public Health defines a 12-community assessment area for review, consisting of the nine catchment area cities and towns, plus the addition of the communities of Revere, Lynnfield, and Winthrop, reflecting their relative utilization of emergency department and inpatient services of their populations.The following statistical and demographic profile of the catchment area is excerpted from the comprehensive MELROSEWAKEFIELD HEALTHCARE, INC. FY 2017 Community Health Needs Assessment:Population Size and DensityThe MELROSEWAKEFIELD HEALTHCARE, INC. community benefits (CB) nine-community catchment or service area covers 71.7 square miles, with a total population of 302,797. Size and population density vary by community, with Malden and Medford having the largest population at 60,309 and 56,981 respectively, and North Reading the smallest, at 15,249. Malden is the most densely populated community at 11,788 people per square mile, and North Reading is the least densely populated at 1,103 people per square mile.Race/Ethnicity & Foreign-Born ResidentsCompared to Massachusetts as a whole, the area has a smaller Hispanic population (8 percent, compared to 10 percent in MA); a larger population of Asians (9 percent vs. 6 percent) and slightly larger population of Black/African-Americans (7 percent vs. 6 percent); a larger foreign-born population (23 percent compared to 15 percent); and a population in which fewer people speak English at home (71 percent compared to 78 percent). Malden has a slightly higher proportion of the population identifying as Asian or Black/African-American and a slightly lower population identifying as Hispanic compared to Massachusetts as a whole. However, breaking it down by community, more variation is observed. Wakefield and Stoneham both have very high proportions identifying as White (non-Hispanic): 93% and 92%, respectively, compared to a state wide rate of 75%. Malden has the highest rate of people describing themselves as Asian (24%, compared to a MA rate of 6%), and Everett has the highest rates of people identifying as Hispanic (21%, versus the MA rate of 10%) and Black/African-American (16%, versus a MA rate of 6%).The MELROSEWAKEFIELD HEALTHCARE, INC. CB service area also has a higher population of foreign-born residents compared to the state of Massachusetts as a whole: 23% compared to 15% statewide. Within the service area, the rates vary from a high of 42% in Malden to a low of 7% in Wakefield.LanguageBased on Census data, the most common languages spoken in the catchment area, besides English, include Spanish, Portuguese, Chinese (Mandarin and Cantonese dialects), Arabic, and Vietnamese. In many cases, a majority of the speakers of many of the most common languages also report their spoken English proficiency as "less than very well," including Portuguese (54.33%), French Creole (50.29%), Chinese (68.27%), Vietnamese (56.64%), Cambodian (60.22%) and Arabic (62.20%). Other less prevalent but becoming increasingly more common languages within the catchment area include Haitian Creole, French, Italian, Urdu, Khmer-Cambodian, Russian, Serbo-Croatian, and various African dialects.In FY 2017/TY 2016, Hallmark Health Financial Counselors provided 5,632 interactions with community members and completed 1,273 applications for individuals in the state health programs. MELROSEWAKEFIELD HEALTHCARE, INC. contracts with a service provider for a variety of language interpreters and also with the Massachusetts Commission for the Deaf and Hard of Hearing for American Sign Language Interpreters (ASL). In addition, Language Line telephone Interpreter Services are available for rarely encountered languages or when timely in-person interpreter services cannot be accessed, such as during emergencies. MELROSEWAKEFIELD HEALTHCARE, INC. also has Video Remote Interpreting available in nineteen languages at both hospital campuses, and some offsite locations. There is 24/7 coverage for both Spanish and American Sign Language, with the additional languages available Monday thru Friday from 8am-11pm. The service also allows us to connect with an over the phone interpreting vendor when the language needed is not available in video format.Age & Birth RatesCompared to Massachusetts, Medford, Melrose, Saugus, Stoneham and Wakefield all have larger elderly populations. Everett, North Reading and Reading have larger populations of children, and the age distribution in Malden is comparable to the state.Looking at the MELROSEWAKEFIELD HEALTHCARE, INC. CB catchment area as a whole, the birth rate is higher than in the state for women ages 30 to 44 (74.3 births per 1,000 women vs. 58.4 births per 1,000 women statewide) in Malden, Medford, Melrose, Reading, Stoneham, and Wakefield. Everett, Malden, North Reading, Reading, Saugus, and Stoneham all have higher birth rates than in the state for women ages 20 to 29, and Malden, Medford, Melrose, Reading, Stoneham, and Wakefield have higher birth rates for women ages 30 to 44.Income, Poverty & CrimeThe median household income levels in the MELROSEWAKEFIELD HEALTHCARE, INC. CB catchment area range from $51,056 in Everett to $112,419 in North Reading, compared to a state median income level of $67,846.In the CB service area as a whole, overall poverty rates are comparable to those of Massachusetts. Rates of children under age 18 living in poverty are lower than state-wide rates (10% compared to 15% statewide). However, the rate of older adults (over age 65) in poverty is higher (11% compared to 9% statewide). Further, there is significant variation within the service area. Malden contains the highest rates of poverty, with 21% of children and 18% of older adults living in poverty. Reading and Stoneham contain the lowest rates: only 4% of Stoneham older adults live in poverty and only 2% of Reading children live in poverty. Malden's violent crime rate is higher than the state. Everett has a higher rate of property crime than the state. Reading and North Reading had the lowest rates of violent and property crime of the CB service areas.Educational Attainment & UnemploymentEducational attainment varies by community in the MELROSEWAKEFIELD HEALTHCARE, INC. CB catchment area. Compared to the state, Everett and Malden have higher rates of people with less than a high school degree. These two communities plus Saugus and Stoneham also have higher rates of people with just a high school diploma. On the other end of the scale, Medford, Melrose, North Reading, and Wakefield have high rates of people with a bachelor's degree, and Medford, Melrose, and Reading have high rates of people with a graduate or advanced degree. Although the overall MELROSEWAKEFIELD HEALTHCARE, INC. service area rate of unemployment is unavailable, the highest rate, in Everett, matches the overall Massachusetts rate (5.7%), while the lowest rate, in Reading, is 4.2%.(see continuation later) |
| Part VI, Line 5: | MELROSEWAKEFIELD HEALTHCARE, INC. has a 16 member Board of Trustees, comprised of a majority of community members. Only three (3) of 16 Trustees are employed by MELROSEWAKEFIELD HEALTHCARE, INC. or the hospital's parent, Hallmark Health Corporation (i.e. the Chief Executive Officer, the Chief Operating Officer, and an employed physician leader). Medical Staff Membership and Privileges are open and available to all qualified physicians, including a large and diverse Medical Staff of more than 400 members (employed and affiliated). Hallmark Health operates active emergency departments on each of its campuses. They are accessible to anyone needing care regardless of their ability to pay. No part of the income of MELROSEWAKEFIELD HEALTHCARE, INC. inures to the benefit of any private individual nor is any private interest being served. All surplus funds are reinvested into the facilities, equipment or programs of MELROSEWAKEFIELD HEALTHCARE, INC. to improve the quality of patient care, access to care, advance medical practice and to improve the communities health and wellbeing. In FY 2017/TY 2016, Hallmark Health Financial Counselors provided 5,632 interactions with community members and completed 1,273 applications for individuals in the state health programs; such as Mass Health, Commonwealth Care, Children's Medical Security Plan, Healthy Start and the Health Safety Net. This does not include interactions that did not result in an application. Hallmark Health System Financial Navigators also helped patients to enroll in SNAP (formally Food Stamps) and other social service programs. In addition, MELROSEWAKEFIELD HEALTHCARE, INC. staff attended several community outreach events to assist participants and provide enrollment information. Other services provided include advocating for residents, making appointments, procuring other services and providing information about programs such as the Mobile Food Market. Billing and collections practices are posted on the system web site. MELROSEWAKEFIELD HEALTHCARE, INC. also provided meeting space in-kind and subsidized or provided rent and utilities in-kind for key community partners, such as Portal to Hope, which provides domestic violence prevention and support services. Meeting space is offered to community agencies on a regular basis, when mission and goals align with the priorities of the Community Benefits Implementation Plan, such as Alcoholics/Overeaters Anonymous Groups, Red Cross for blood drives, District Attorney Marian Ryan's Eastern Middlesex Opioid Task Force and Melrose Alliance Against Violence and Portal to Hope for community support groups.In addition to providing a range of programs to address primary and secondary health priorities identified in the Community Health Needs Assessment, MELROSEWAKEFIELD HEALTHCARE, INC. has also, as part of its multi-year Implementation Plan, identified and implemented efforts that more proactively address factors that have been demonstrated to adversely impact health status, increase health disparities, and reduce overall health in vulnerable populations. These so called social determinants of health, such as availability of healthy food, employment, and safe housing, reflect the opportunity to have measureable impact on population health status, and are becoming a meaningful part of efforts to address primary and secondary health priorities.Examples of these efforts, and their impact both directly and indirectly on the health priorities identified in the CHNA and by other community stakeholders, include:Integrated Breastfeeding ServicesAs a Baby Friendly Hospital, providing new mothers with an integrated approach to encouraging breastfeeding supports a number of key factors in reducing a number of issues for mother and child alike. Lactation services for post-partum mothers are available both at Melrose-Wakefield Hospital, and at three Baby Cafes in Melrose, Malden, and Everett. All Maternal/Child Health Staff, Childbirth Education staff, and North Suburban WIC nutritionist and family support staff are certified in lactation (CLC or IBCLC depending on other clinical training). Continuing Medical Education programs are provided to physicians and clinicians annually. Breastfeeding has been shown to reduce risk for cancer and other chronic diseases later in life. Hallmark Health was re-designated as a Baby-Friendly birth facility in May 2017. Encouraging Healthy Food ConsumptionSeveral hospital departments and clinical areas, including Diabetes, Rehab Services, Nutrition, and WIC, all support healthy eating-reducing consumption of added sugar, eating ample fruits and vegetables, and providing education programs targeting the dietary needs and challenges of student athletes, cancer patients, and others in the community living with chronic diseases such as hypertension and diabetes.MELROSEWAKEFIELD HEALTHCARE, INC. works with organizations such as the Greater Boston Food Bank and Bread of Life, around addressing food insecurity and access to healthy foods. Nutrition and dietary staff support the creation of healthy menu options, not only for hospital inpatients and in cafeterias, but also through programs such as Mass in Motion offering guidance on healthful eating and nutritional boost. Efforts also extend to directly supporting increased access to healthy foods, including fresh fruits and vegetables provided through a Mobile Food Market serving 300-400 families per month with approximately 30 lbs. each of fresh, healthy foods. Vouchers from WIC to its program participants are also provided for use at local Farmers' Markets during summer months. The North Suburban Child and Family Resource Network (NSFRN) offers Storybook Walks promoting physical activity while connecting with nature and fostering literacy skills. The NSFRN also hosts Fitness, Food and Friends group for families with young children to promote a healthy lifestyle, learn about healthy eating habits and fun physical activities to do as a family. In partnership with the City of Medford and Mass in Motion, the Produce in a SNAP program provided low cost locally grown produce and educational sessions and screening during the time of the food pick-up to elders in Medford. Some of the education and screenings were provided by Hallmark Health providers and clinicians. The topics were developed to focus on the expressed needs of the elders served and the past experience of the program providers.In the early summer of 2017, representatives from MELROSEWAKEFIELD HEALTHCARE, INC. and the Greater Boston Food Bank met with the Mayor of Medford to discuss food insecurity in Medford. During this meeting a collaborative summer project was discussed. The project provided healthy fresh and canned food items to children and families enrolled in the Medford Summer Fun Program. Through this initiative a Medford Food Insecurity Task Force was formed and a Medford Food Plan is being developed. MELROSEWAKEFIELD HEALTHCARE, INC. employees are key leaders on this important initiative.Workplace wellness efforts, in terms of increasing physical activity, as well as promoting weight loss and healthier eating, have been continued during FY 2017/TY 2016 through the work of the Employee Wellness Committee. Correlating greater physical health and wellbeing through reductions in obesity, cardiovascular and other related health problems supports a whole-health approach to reducing chronic disease and the impacts of treatment by presenting opportunities to identify and reduce these health risks for employees. While these employee efforts are not community benefit, the modeling of healthy behavior by health workers is important in a community hospital where the employees are often also local residents.Additionally, in 2017 a MELROSEWAKEFIELD HEALTHCARE, INC. leader was invited to join the newly developed Greater Boston Food Bank (GBFB) Food Insecurity Task Force to address the need to strategize and share best practice ideas in addressing food insecurity in the area. In 2017, six new fruit and vegetable outdoor markets were opened across the GBFB service area using strategies developed at the Hallmark Health Mobile Market which was awarded the 2017 Jackson Health Care Charitable Service Award "Program of Excellence", one of 10 nationwide.(see continuation later) |
| Part VI, Line 6: | MELROSEWAKEFIELD HEALTHCARE, INC. is a community hospital with multiple campuses and is a member of the Hallmark Health Corporation ("HHC"). HHC has other member organizations that include a home health visiting nurse and hospice entity and a physician practice organization. All affiliated entities provide patient care without consideration of a patient's ability to pay. All surplus funds of the affiliated entities are reinvested in providing access to health services and improving health status of communities served. |
| Part VI, Line 4 Community Information Continued | Public School Enrollment: Demographics & Special PopulationsCOMPARED WITH THE STATE OF MASSACHUSETTS, THE PUBLIC SCHOOLS IN THE OVERALL CB SERVICE AREA HAVE A SLIGHTLY LOWER PROPORTION OF HISPANIC STUDENTS ENROLLED (16% VERSUS 19% STATEWIDE), A SLIGHTLY HIGHER PORTION OF BLACK/AFRICAN AMERICAN STUDENTS (10% VERSUS 9%), AND A SLIGHTLY HIGHER PROPORTION OF ASIAN STUDENTS (8% VERSUS 7%).IN THE MELROSEWAKEFIELD HEALTHCARE, INC. CB SERVICE AREA, THREE COMMUNITIES (EVERETT, 59%; MALDEN, 50%; MEDFORD, 25%) HAVE HIGHER RATES OF STUDENTS WHOSE FIRST LANGUAGE IS NOT ENGLISH. ONLY MALDEN AND EVERETT HAVE HIGHER RATES THAN MASSACHUSETTS OF STUDENTS WITH LIMITED ENGLISH PROFICIENCY OR ENGLISH LANGUAGE LEARNERS (19% AND 16%, RESPECTIVELY).THE RATE OF STUDENTS WITH DISABILITIES IS FAIRLY CONSISTENT ACROSS THE SERVICE AREA: THE COMMUNITY WITH THE HIGHEST RATE IS STONEHAM, WITH 19%, AND THE LOWEST RATES ARE IN EVERETT, MELROSE, AND SAUGUS, ALL WITH 15% (COMPARED TO MASSACHUSETTS RATE OF 17%). THE PERCENTAGE OF STUDENTS FROM LOW INCOME FAMILIES VARIES FROM A HIGH RATE IN EVERETT OF 42% TO A LOW IN NORTH READING AND READING OF 7%.PUBLIC SCHOOL GRADUATION & DROP-OUT RATESMELROSE, NORTH READING AND READING HAVE THE HIGHEST HIGH SCHOOL 4-YEAR GRADUATION RATES. DROPOUT RATES ARE HIGHEST IN EVERETT AND LOWEST IN MELROSE.OTHER HEALTH DATAACROSS ALL COMMUNITIES IN THE MELROSEWAKEFIELD HEALTHCARE, INC. AREA, THE TOP THREE CAUSES OF DEATH WERE CIRCULATORY SYSTEM DISEASES, MENTAL DISORDERS (WHICH INCLUDES DEMENTIA), AND LUNG CANCER. NOT INCLUDING CHILDBIRTHS, THE TOP THREE CAUSES OF HOSPITALIZATION WERE RELATED TO DIABETES, CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD), AND CIRCULATORY SYSTEM DISEASE. THESE ARE SIMILAR TO THE COMMONWEALTH OF MASSACHUSETTS OVERALL.PRIORITY POPULATIONSBASED ON THE 2016 CHNA, THE PRIORITIES FOR 2017-2019 INCLUDE THE FOLLOWING:PRIMARY PRIORITIES-RESIDENTS MANAGING BEHAVIORAL HEALTH ISSUES AND SUBSTANCE USE-COMMUNITY MEMBERS AT RISK FOR DEVELOPING CANCER OR BEING TREATED FOR CANCER, WITH A FOCUS ON LUNG, COLORECTAL, ORAL, HEAD AND NECK, BREAST AND SKIN CANCERS.-RESIDENTS AT RISK FOR DEVELOPING OR HAVING CARDIOVASCULAR DISEASE.-COMMUNITY MEMBERS AT RISK FOR DEVELOPING DIABETES OR WITH DIABETES MANAGEMENT ISSUES.-RESIDENTS NEEDING ACCESS TO HEALTHCARE WITH A FOCUS ON BARRIERS INCLUDING LANGUAGE, -TRANSPORTATION, HOUSING AND FOOD INSECURITY.-VULNERABLE POPULATIONS NEEDING SERVICES; SUCH AS FAMILIES WITH CHILDREN AND ADOLESCENTS AT RISK, ELDERS, THE DISABLED, AND THOSE WITH BEHAVIORAL HEALTH ISSUES.SECONDARY PRIORITIES-RESIDENTS IMPACTED BY TUBERCULOSIS AND OTHER INFECTIOUS DISEASES.-MEN, WOMEN AND CHILDREN AT RISK FOR DEVELOPING BONE AND JOINT INJURIES OR DISEASE, WITH A FOCUS ON INJURY PREVENTION FOR ALL AGES..-MEN, WOMEN, AND CHILDREN WITH WEIGHT MANAGEMENT ISSUES, WITH SPECIFIC FOCUS ON OBESITY PREVENTION.-RESIDENTS IMPACTED BY RESPIRATORY HEALTH ISSUES.-RESIDENTS IMPACTED BY SEXUAL ASSAULT/DOMESTIC VIOLENCE.-THE COMMUNITY AT-LARGE TO BE PREPARED FOR DISASTERS AND EMERGENCIES.FOR MANY PROGRAMS, EMPHASIS WILL BE PLACED ON SERVING RESIDENTS THAT ARE UNDERSERVED DUE TO SOCIO-ECONOMIC FACTORS, AGE (ELDERLY AND CHILDREN) AS WELL AS OTHER HEALTH DISPARITIES SUCH AS CULTURAL OR LINGUISTIC BARRIERS.COMMUNITY DEMOGRAPHIC DATATHE DEMOGRAPHIC DIVERSITY AND LANGUAGE CHARACTERISTICS DEFINED ABOVE AND IN THE CHNA FOR THE MELROSEWAKEFIELD HEALTHCARE, INC. COMMUNITY BENEFITS CATCHMENT AREA WAS DETERMINED USING THESE SOURCES:-US CENSUS BUREAU, 2009-2013 5-YEAR AMERICAN COMMUNITY SURVEY US CENSUS-FBI UNIFORM CRIME REPORT, 2012-US CENSUS BUREAU, AMERICAN COMMUNITY SURVEY (ACS) 2010 TO 2014;-US DEPARTMENT OF LABOR, BUREAU OF LABOR AND STATISTICS, LOCAL AREA UNEMPLOYMENT STATISTICS 2012-MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION (DESE), SCHOOL AND DISTRICT PROFILES 2015-2016-MADPH BUREAU OF COMMUNICABLE DISEASE CONTROL (BCDC) REGISTRIES, DIVISION OF EPIDEMIOLOGY AND IMMUNIZATION, FOR 2012-MA DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION AND MA DEPARTMENT OF PUBLIC HEALTH (MDPH) 2011 HEALTH AND RISK BEHAVIOR OF MA YOUTH REPORT, MAY 2012-LOCAL YOUTH RISK BEHAVIOR SURVEYS, WHERE AVAILABLE (EVERETT 2014-2015; MALDEN 2013-2014; MEDFORD 2014; MELROSE 2014; READING 2015; SAUGUS 2015; WAKEFIELD 2014-MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH (MDPH)MASSACHUSETTS DATABASE (2010, 2011, AND 2012 VARIOUS YEARS)-MDPH MASSACHUSETTS CANCER REGISTRY, 2006-2008 (GROUPED)-MDPH REGISTRY OF VITAL RECORDS, 2010-2012 (GROUPED)-MA DIVISION OF HEALTH CARE FINANCE AND POLICY-UNIFORM HOSPITAL DISCHARGE DATASET SYSTEM (UHDDS), 2010-2012 (GROUPED)-MDPH BUREAU OF COMMUNICABLE DISEASE CONTROL (BCDC) REGISTRIES, DIVISION OF EPIDEMIOLOGY AND IMMUNIZATION, 2012-MDPH DIVISION OF SEXUALLY TRANSMITTED DISEASE PREVENTION, 2012ADDITIONAL DATA RESOURCES AND SOURCES OF VALIDATING DATA INCLUDE:-US CENSUS BUREAU, AMERICAN COMMUNITY SURVEY (ACS) 2010 TO 2014 (5-YEAR ESTIMATES) FOR REVIEW AND VALIDATION OF PREVIOUSLY COLLECTED CHNA DATA.-BUREAU OF LABOR STATISTICS UNEMPLOYMENT RATES WITHIN CATCHMENT AREA (2014)-PROGRAM DATA FROM THE HALLMARK HEALTH INTERPRETER SERVICES PROGRAM (2011-PRESENT), MELROSEWAKEFIELD HEALTHCARE, INC.'S INPATIENT DATA (2011-PRESENT), HALLMARK HEALTH NORTH SUBURBAN WOMEN, INFANTS AND CHILDREN (WIC) PROGRAM, AND HEALTHY FAMILIES (2011-PRESENT).-ANECDOTAL INFORMATION WAS COLLECTED FROM SOME OF MELROSEWAKEFIELD HEALTHCARE, INC.'S COMMUNITY PARTNERS SUCH AS THE JOINT COMMITTEE FOR CHILDREN'S HEALTH CARE IN EVERETT AND MELROSEWAKEFIELD HEALTHCARE, INC. COMMUNITY TEAM REPRESENTATIVES. |
| Part VI, Line 5 - Promotion of Community Health Continued | Supporting Regional Tobacco Prevention and Reduction EffortsThe MELROSEWAKEFIELD HEALTHCARE, INC. works actively with the Mystic Valley Tobacco and Alcohol Prevention Program (MVTAP), around regional solutions to tobacco control and prevention, including standardization of local ordinances related to the sale of tobacco, monitoring of regulation and enforcement of bans to minors, and other predatory practices related to the sale of tobacco products. The advent of e-cigarettes as vehicles for nicotine and other substance delivery has also promoted regional responses to address their use, especially in school age populations, given the unknown risks and potential future causation of health risks when compared to regular tobacco use.As part of the Mystic Valley Public Health Coalition, MVTAP also works with the region's Massachusetts Opioid Abuse Prevention Collaborative (MOPAC), serving six HHS service area communities. MVTAP and MOAPC work in tandem, given documented higher rates of alcohol consumption, and tobacco/tobacco-based products use among individuals with substance use disorders. Along with MELROSEWAKEFIELD HEALTHCARE, INC., these partnerships also work to address the co-morbid behavioral health conditions impacting individuals with substance use disorders, as well as attempting to mitigate and reduce their increased odds for chronic health conditions, including hepatitis, HIV/AIDS, diabetes, cardiovascular disease, as well as multiple adverse social determinant factors. These issues continue to impact individuals, even when they are in active recovery.Reducing Environmental Factors Impacting DiseaseMELROSEWAKEFIELD HEALTHCARE, INC. promotes several efforts focused around reduction of its carbon footprint, greenhouse gas, particulate and other emissions. This includes energy efficiency upgrades in infrastructure and physical plants and the addition of an electric vehicle charging station at the Melrose-Wakefield Hospital campus to encourage use of zero-emission vehicles in the community. Green technology has the secondary benefit of reducing triggers for asthma and other respiratory diseases, as well as risk for certain cancers. Immunization and vaccination, particularly related to the human papilloma virus (HPV), can also be a substantial preventive factor in protecting against future infection and subsequent cervical cancer in women and oral/head/neck cancers in both males and females. The hospital supports immunization for HPV, as well as the full timeline of recommended vaccinations, through its primary care practices, the services provided in its WIC program and with community partners such as the Joint Committee for Children's Health Care in Everett.Remembrance events, including an annual tree lighting honoring those lost to cancer in Stoneham, where MELROSEWAKEFIELD HEALTHCARE, INC.'s cancer center is located, helps form a connection to those lost with the opportunity to encourage screening and education. Highlighting risks among family members and other loved ones of those impacted by cancer, including loss of life, connects these messages to a receptive audience in a way that extends the reach of screening and cancer prevention messages.Raising awareness of the severity of domestic violence, working with local groups, organizations and coalitions to prevent and end domestic violence, sexual assault and stalking crimesIn January 2017, a panel of eight local agencies and coalitions providing Intimate Partner Violence (IPV) Support Services, convened at Melrose Wakefield Hospital to attend a round table event titled "Domestic Violence and Sexual Assault: How Professionals Can Help". Those in attendance gained a unique understanding and perspective on the roles of each agency providing IPV services to our local communities. Participants were able to identify best practices for assessing and working with survivors of IPV, and were also able to collaborate and network with one another for resources for prevention, intervention and referrals. In FY 2017, MELROSEWAKEFIELD HEALTHCARE, INC. staff spent nearly 300 hours at meetings and events providing support and working towards prevention, education, awareness, mentoring, and service to reduce the impact of domestic violence by partnering with the following groups and programs: Wakefield Alliance Against Violence (WAAV), a community based volunteer organization, dedicated to creating a lifestyle free from violence in Wakefield by reaching out to the community, raising awareness, providing education resources, and support to families and individuals, with an emphasis on prevention. Two MELROSEWAKEFIELD HEALTHCARE, INC. employees represent MELROSEWAKEFIELD HEALTHCARE, INC. on the WAAV Board of Directors. In March 2017, MELROSEWAKEFIELD HEALTHCARE, INC. helped to sponsor WAAV'S White Ribbon Campaign and Reception. The Director of Medical Staff Development and Services for Hallmark Health System serves as the Vice President of Melrose Alliance Against Violence (MAAV). MAAV's mission is to raise community awareness of domestic and teen dating violence, promote programs that work to reduce violence and encourage healthy relationships through community awareness activities, education and prevention programs in the schools, including bullying prevention, mentoring and peer leadership programs; and information, support, resource and referral services. Additionally, HHS also provides space for MAAV's relationship discussion group at Melrose-Wakefield Hospital. A Community Health Educator for MELROSEWAKEFIELD HEALTHCARE, INC. serves as a member of the Stoneham Alliance Against Violence (SAAV), a diverse group whose members care about Stoneham and its quality of life. Noting an upswing in reported incidences of violence in the Town, the group came together to address this issue. MELROSEWAKEFIELD HEALTHCARE, INC. has a strong partnership with Portal to Hope (PTH), an agency that served 916 people impacted by domestic violence during FY 2017. Our unique collaboration helps to provide confidential, comprehensive services to victims of domestic violence and related assault crimes. Services include: the Benevolence Project; crisis intervention and emergency shelter; the Healing & Recovery program, including support groups; legal aid; job and housing search assistance; youth support; safety planning; and other direct care services. MELROSEWAKEFIELD HEALTHCARE, INC. provides office space, phone and internet service capabilities to PTH at the Malden Family Health Center (PTH's central operations site) and the Lawrence Memorial Hospital, where PTH offers support groups, and in partnership with MELROSEWAKEFIELD HEALTHCARE, INC., facilitates Tri-City Domestic Violence Task Force meetings, Board and Advisory Committee meetings and other public educational efforts. In addition, PTH and MELROSEWAKEFIELD HEALTHCARE, INC. partner to provide violence prevention education to the public and training to medical staff onsite at these locations, at Melrose-Wakefield Hospital and on the grassroots level in the communities PTH serves. PTH is one of seven domestic violence intervention agencies working onsite at medical facilities in Massachusetts. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edward P Butler MD | ||||||||||||||
| Director (until feb. 17) | $0 | $249,634 | $0 | $7,600 | $0 | $7,577 | $0 | $6,730 | $0 | $31,742 | $0 | $303,283 | $0 | $0 |
| Laurence Conway MD | ||||||||||||||
| Director | $266,432 | $0 | $0 | $0 | $0 | $0 | $2,664 | $0 | $0 | $0 | $269,096 | $0 | $0 | $0 |
| Alan G MacDonald | ||||||||||||||
| President & CEO/Director | $0 | $659,415 | $0 | $100 | $0 | $25,385 | $0 | $0 | $0 | $1,444 | $0 | $686,344 | $0 | $0 |
| Charles R Whipple esq | ||||||||||||||
| Assistant Secretary/general counsel | $0 | $367,435 | $0 | $100 | $0 | $15,385 | $0 | $0 | $0 | $33,859 | $0 | $416,779 | $0 | $0 |
| William Doherty | ||||||||||||||
| Executive Vice Pres. & COO | $0 | $438,679 | $0 | $100 | $0 | $17,116 | $0 | $6,000 | $0 | $2,813 | $0 | $464,708 | $0 | $0 |
| Carol A Dresser | ||||||||||||||
| VP Info. Services & CIO | $255,787 | $0 | $10,338 | $0 | $10,139 | $0 | $4,185 | $0 | $17,492 | $0 | $297,941 | $0 | $0 | $0 |
| Hugh J Kelleher | ||||||||||||||
| VP Ancillary & Support Services | $230,442 | $0 | $100 | $0 | $0 | $0 | $0 | $0 | $398 | $0 | $230,940 | $0 | $0 | $0 |
| Nancy Bittner | ||||||||||||||
| VP Education | $185,556 | $0 | $3,702 | $0 | $7,203 | $0 | $6,019 | $0 | $21,460 | $0 | $223,940 | $0 | $0 | $0 |
| steve sbardella | ||||||||||||||
| VP MEDical AFFAIRS & CMO | $0 | $374,332 | $0 | $100 | $0 | $0 | $0 | $0 | $0 | $490 | $0 | $374,922 | $0 | $0 |
| pam duchene | ||||||||||||||
| VP, NURSING & cno | $0 | $268,980 | $0 | $100 | $0 | $0 | $0 | $0 | $0 | $21,299 | $0 | $290,379 | $0 | $0 |
| david ryan | ||||||||||||||
| VP, HUMAN RESOURCES | $0 | $250,703 | $0 | $100 | $0 | $10,000 | $0 | $6,000 | $0 | $4,081 | $0 | $270,884 | $0 | $0 |
| ryan fuller | ||||||||||||||
| DIRector of PLANNING | $214,947 | $0 | $4,331 | $0 | $0 | $0 | $3,860 | $0 | $396 | $0 | $223,534 | $0 | $0 | $0 |
| John G Giragos | ||||||||||||||
| Psych M.d. | $197,486 | $0 | $116,264 | $0 | $0 | $0 | $6,056 | $0 | $33,064 | $0 | $352,870 | $0 | $0 | $0 |
| Caryl A Beison | ||||||||||||||
| physician | $237,430 | $0 | $45,613 | $0 | $0 | $0 | $7,297 | $0 | $2,346 | $0 | $292,686 | $0 | $0 | $0 |
| Alexis L Freedberg | ||||||||||||||
| Psych M.d. | $222,461 | $0 | $91,560 | $0 | $8,654 | $0 | $1,959 | $0 | $2,948 | $0 | $327,582 | $0 | $0 | $0 |
| daniel r reilly | ||||||||||||||
| Psych M.d. | $221,578 | $0 | $49,125 | $0 | $0 | $0 | $1,569 | $0 | $12,628 | $0 | $284,900 | $0 | $0 | $0 |
| hossam m mahmoud | ||||||||||||||
| Psych M.d. | $220,517 | $0 | $48,639 | $0 | $0 | $0 | $1,197 | $0 | $17,209 | $0 | $287,562 | $0 | $0 | $0 |
| Michael V Sack | ||||||||||||||
| Former President & CEO/Director | $0 | $0 | $0 | $0 | $0 | $657,722 | $0 | $0 | $0 | $0 | $0 | $657,722 | $0 | $0 |
| James A Nania | ||||||||||||||
| Former Assistant Treasurer | $0 | $243,819 | $0 | $3,742 | $0 | $115,193 | $0 | $6,000 | $0 | $12,681 | $0 | $381,435 | $0 | $0 |
| Michael S Turilli | ||||||||||||||
| former VP Fiscal Services | $196,311 | $0 | $30,564 | $0 | $489,596 | $0 | $7,950 | $0 | $21,480 | $0 | $745,901 | $0 | $0 | $0 |
| Maureen E Pierog | ||||||||||||||
| Former VP Quality Improvement | $202,882 | $0 | $360 | $0 | $3,923 | $0 | $3,168 | $0 | $20,025 | $0 | $230,358 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | annually, the human resources committee of the organization comprised of independent directors, reviews the compensation of the president and executive leadership team using data from an independent third party evaluation of comparable compensation data to assess and set compensation. compensation is paid by a related corporation. |
| Part I, Line 4a | these former employees received severance payments: in order to fulfill its arm's length negotiated 2001 employment agreement, which included geographical relocation on January 20, 2015, an arm's length negotiated separation agreement and general release was entered into by and between hallmark health corporation, melrosewakefield healthcare, inc. and their president and ceo, michael v. sack. The terms of the agreement call for severance payment equal to two years of his current salary payable over twenty-four months commencing on february 11, 2015. accordingly, he was paid 657,722 in 2016. Michael S. Turilli was paid $422,136 in 2016. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| massachusetts development finance agency | ||||||||
| A | 043431814 | 000000000 | 2011-12-09 | $10,000,000 | finance capital | 0 | 0 | 0 |
| massachusetts development finance agency | ||||||||
| B | 043431814 | 000000000 | 2013-03-01 | $49,606,243 | REFUND 2011 A&B series which refunded 1998 series a | 0 | 0 | 0 |
| massachusetts development finance agency | ||||||||
| C | 043431814 | 000000000 | 2013-03-01 | $19,800,000 | RATE 2008 SERIES C which refunded 1998 series b | 0 | 0 | 0 |
| massachusetts development finance agency | ||||||||
| D | 043431814 | 000000000 | 2013-03-01 | $20,000,000 | finance capital | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $3,315,423 | $10,000,000 | $250,528 | $9,749,472 | 2012 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $12,438,644 | $49,606,243 | $500,695 | 2001 | Yes (1) | 0 | Yes (1) | Yes (1) | $49,105,548 | |
| C | $5,385,000 | $19,800,000 | 2001 | 0 | 0 | Yes (1) | Yes (1) | $19,800,000 | ||
| D | $8,758,185 | $20,000,000 | $98,939 | $19,901,061 | 2014 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00310 | 0.00310 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
| C | 0 |
| D | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Date Rebate Computation Performed | FormAndLineReferenceDesc |
| Explanation | Issuer Name: massachusetts development finance agency Date the Rebate Computation was Performed: 10/30/2014 Issuer Name: massachusetts development finance agency Date the Rebate Computation was Performed: 10/30/2014 Issuer Name: massachusetts development finance agency Date the Rebate Computation was Performed: 10/30/2014 Issuer Name: massachusetts development finance agency Date the Rebate Computation was Performed: 10/30/2014 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | massachusetts development finance agency | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2015-06-05 | BondIssuedDt |
| Issue Price | $30,000,000 | IssuePriceAmt |
| Purpose | finance capital | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $315,843 | RetiredAmt |
| Total Proceeds | $30,000,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $268,250 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $29,731,750 | CapitalExpendituresAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| james nania | |||||||
| former officer | ARM'S LENGTH NEGOTIATED BENEFIT | Yes (X) | $115,296 | $1,331,071 | 0 | Yes (1) | Yes (1) |
| michael v sack | |||||||
| former officer | ARM'S LENGTH NEGOTIATED BENEFIT | Yes (X) | $132,500 | $6,638,693 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $7,969,764 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | ARTICLES AND BYLAWS WERE AMENDED AS PART OF HALLMARK HEALTH CORPORATION AND MELROSEWAKEFIELD HEALTHCARE, INC. MERGING INTO WELLFORCE, INC. |
| Form 990, Part VI, Section A, line 6 | HALLMARK HEALTH CORPORATION IS THE SOLE CORPORATE MEMBER OF MELROSEWAKEFIELD HEALTHCARE, INC. |
| Form 990, Part VI, Section A, line 7a | THE BOARD OF TRUSTEES CONSISTS OF THOSE PERSONS THAT SERVE ON THE BOARD OF TRUSTEES OF HALLMARK HEALTH CORPORATION. WELLFORCE, INC., AS SOLE MEMBER OF HALLMARK HEALTH CORPORATION, HAS THE POWER TO APPOINT HALLMARK HEALTH CORPORATION'S TRUSTEES. |
| Form 990, Part VI, Section A, line 7b | HALLMARK HEALTH CORPORATION HAS CERTAIN RIGHTS TO APPROVE DECISIONS OF THE BOARD AS REQUIRED BY THE ORGANIZATION'S ARTICLES AND BYLAWS AND LAWS OF THE COMMONWEALTH OF MASSACHUSETTS. |
| Form 990, Part VI, Section B, line 11b | form 990 was reviewed by management and provided to the governing body prior to filing. |
| Form 990, Part VI, Section B, line 12c | annually the governing body and key employees are sent the policy and required to complete a disclosure form that is submitted to the office of general counsel for review. the contents of the disclosures and actions necessary to address conflicts are reviewed with the chair of the governing board and its president. |
| Form 990, Part VI, Section B, line 15 | annually, the human resources committee of the organization comprised of independent directors, reviews the compensation of the president and executive leadership team using data from an indepedent third party. Compensation is paid by a related corporation. |
| Form 990, Part VI, Section C, line 19 | documents are available for public inspection upon request to the office of the general counsel. the organization's financial statements and form 990 are also made available to the public on the website of the public charities division of massachusetts attorney general. |
| Form 990, Part XI, line 9: | pension liability adjustment 4,659,749. net assets released from restrictions- Operations -422,765. NET DISTRIBUTIONS TO AFFILIATES -16,868,153. HOSPITAL AUXILIARY, NET CHANGE -4,821. FRIENDS OF LMH, NET CHANGE 5,868. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| HALLMARK HEALTH SYS MWH AUXILIARY | |||||||||
| 170 governors avenue | medford | MA | 02155 | 042767880 | gift shop | MA | $111,029 | $10,690 | MelroseWakefield Healthcare Inc |
| HALLMARK HEALTH SYS FRIENDS OF LMH | |||||||||
| 170 governors avenue | medford | MA | 02155 | 042767880 | gift shop | MA | $126,350 | $15,063 | MelroseWakefield Healthcare Inc |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (40 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| hallmark health medical associates inc | |||||||||||
| 170 governors ave | medford | MA | 02155 | 043140938 | MD offices | MA | 501(c)(3) | Line 10 | hallmark health corportation | Yes (1) | |
| lm long term care services inc | |||||||||||
| 170 governors ave | medford | MA | 02155 | 042938772 | long-term care | MA | 501(c)(3) | Line 12b, II | hallmark health corportation | Yes (1) | |
| savin long term care corporation | |||||||||||
| 170 governors ave | medford | MA | 02155 | 043012616 | long-term care | MA | 501(c)(3) | Line 10 | hallmark health corportation | Yes (1) | |
| hallmark health visiting nurse association and hospice inc | |||||||||||
| 178 savin st suite 300 | malden | MA | 02148 | 042437064 | visiting nurse | MA | 501(c)(3) | Line 10 | hallmark health corportation | Yes (1) | |
| hallmark health properties | |||||||||||
| 170 governors ave | medford | MA | 02155 | 222580542 | property | MA | 501(c)(3) | Line 12b, II | hallmark health corportation | Yes (1) | |
| hallmark health corporation | |||||||||||
| 170 governors ave | medford | MA | 02155 | 042103587 | parent | MA | 501(c)(3) | Line 12a, I | WELLFORCE INC | Yes (1) | |
| the Lowell General Hospital | |||||||||||
| 295 varnum avenue | lowell | MA | 01854 | 042103590 | Health care | MA | 501(c)(3) | Line 3 | circle health inc | Yes (1) | |
| Circle Health Physicians Inc | |||||||||||
| 295 Varnum AVENUE | LOWELL | MA | 01854 | 273902914 | Medical Services | MA | 501(c)(3) | Line 10 | circle health inc | Yes (1) | |
| lgh physician associates inc | |||||||||||
| ONE HOSPITAL DRIVE | LOWELL | MA | 01852 | 043190747 | Medical Services | MA | 501(c)(3) | Line 10 | circle health physicians inc | Yes (1) | |
| circle health inc | |||||||||||
| 295 Varnum AVENUE | LOWELL | MA | 01854 | 222579798 | parent/supporting organization | MA | 501(c)(3) | Line 12b, II | WELLFORCE INC | Yes (1) | |
| wellforce inc | |||||||||||
| 1600 DISTRICT AVE SUITE 125 | burlington | MA | 01803 | 452250732 | parent/supporting organization | MA | 501(c)(3) | Line 12a, I | 0 | N/A | |
| cns nursing home care inc | |||||||||||
| 847 rogers street suite 201 | lowell | MA | 01852 | 371836433 | home care services | MA | 501(c)(3) | Line 10 | circle home inc | Yes (1) | |
| CIRCLE HOME INC | |||||||||||
| 847 rogers street suite 201 | lowell | MA | 01852 | 042103812 | home care services | MA | 501(c)(3) | Line 10 | circle health inc | Yes (1) | |
| tufts medical center parent inc | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 042810022 | fundraising, admin. planning & other activities | MA | 501(c)(3) | Line 12b, II | WELLFORCE INC | Yes (1) | |
| TUFTS MEDICAL CENTER INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043400617 | HOSPITAL SERVICES | MA | 501(c)(3) | Line 3 | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| TUFTS MEDICAL CENTER REAL ESTATE COMPANY INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 042772654 | ACQUIRING REAL PROPERTY | MA | 501(c)(3) | Line 12b, II | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| NEW ENGLAND LONG-TERM CARE INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 042912578 | pediatric long-term care facility | MA | 501(c)(3) | Line 3 | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| NEW ENGLAND QUALITY CARE ALLIANCE INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043040427 | MEDICAL PROGRAMS & SERVICES | MA | 501(c)(3) | Line 12b, II | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| neqca accountable care inc | |||||||||||
| 325 WOOD RD SUITE 210 | BRAINTREE | MA | 02184 | 800824142 | aco | MA | 501(c)(3) | Line 7 | NEW ENGLAND QUALITY CARE ALLIANCE INC | Yes (1) | |
| TUFTS MEDICAL CENTER COMMUNITY CARE INC | |||||||||||
| 325 WOOD RD SUITE 210 | BRAINTREE | MA | 02184 | 473046563 | medical services | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| THE CAMERON M NEELY FOUNDATION | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043265628 | CHARITABLE | MA | 501(c)(3) | Line 7 | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
| Heart Center of Metrowest Inc | |||||||||||
| 99 Lincoln Street | Framingham | MA | 01702 | 030390670 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT ANESTHESIOLOGY ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043418395 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT MEDICAL AND SURGICAL ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148397 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT NEUROLOGY ASSOICATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148384 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT OBGYN ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148385 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT OPHTHALMOLOGY ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148392 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT ORTHOPEDIC ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 205129051 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT OTOLARYNGOLOGY | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148381 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT PATHOLOGY ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148393 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT PEDIATRIC ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148394 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT PSYCHIATRIC ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148387 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT RADIOLOGY ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148388 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT RADIATION ONCOLOGY ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148389 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT REHABILITATION MEDICINCE | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148378 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT SURGICAL ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148376 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT UROLOGY ASSOCIATES INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043148379 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| NEW ENGLAND MEDICAL CENTER | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043096445 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| PRATT MEDICAL GROUP INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 042743894 | MEDICAL SERVICES | MA | 501(c)(3) | Line 10 | TUFTS MEDICAL CENTER PHYSICIANS ORG INC | Yes (1) | |
| TUFTS MEDICAL CENTER PHYSICIANS ORG INC | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 043044706 | ADMIN. | MA | 501(c)(3) | Line 12b, II | TUFTS MEDICAL CENTER PARENT INC | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HALLMARK HEALTH INVESTMENTS LLC | |||||||||||||
| 170 governors avenue | medford | MA | 02155 | 020657666 | investment | MA | MelroseWakefield Healthcare Inc | excluded | $9,315,762 | $145,308,517 | 0 | 0 | 0.79820 |
| MONTVALE PETCT LLC | |||||||||||||
| 100 BAYVIEW CIRCLE SUITE 400 | newport beach | CA | 92660 | 270325022 | cat scan | CA | MelroseWakefield Healthcare Inc | related | $225,016 | $151,984 | 0 | 0 | 0.50000 |
| CIRCLE HEALTH ALLIANCE llc | |||||||||||||
| 295 varnum ave | lowell | MA | 01854 | 800782682 | accountable care organization | MA | circle health inc | RELATED | 0 | 0 | |||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 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 | OwnershipOwnershipPct | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| hallmark health enterprises inc | |||||||||||
| 585 lebanon street | melrose | MA | 02176 | 042475660 | other health services | MA | hallmark health corporation | C | Yes (1) | ||
| Lawrence Melrose Medical Electronics Record Inc | |||||||||||
| 170 Governors Ave | Medford | MA | 02155 | 421685777 | electronic medical records | MA | melrosewakefield healthcare inc | C | 0 | 0.50000 | |
| hallmark health pho inc | |||||||||||
| 170 Governors Ave | Medford | MA | 02155 | 461134759 | physician hospital organization | MA | melrosewakefield healthcare inc | C | 0 | 0.50000 | |
| lgh services inc | |||||||||||
| 295 varnum avenue | lowell | MA | 01854 | 042854673 | Medical Services | MA | ciRcle health inc | C | Yes (1) | ||
| LGH MEDICAL BUILDING SERVICES INC | |||||||||||
| 295 varnum avenue | lowell | MA | 01854 | 043058954 | MEDICAL OFFICE BUILDING | MA | Lgh services inc | C | Yes (1) | ||
| LGH MANAGEMENT SERVICES INC | |||||||||||
| 295 varnum avenue | lowell | MA | 01854 | 042919244 | Medical Services | MA | lgh services inc | C | Yes (1) | ||
| LGH MEDICAL SERVICES INC | |||||||||||
| 295 varnum avenue | lowell | MA | 01854 | 261889904 | medical Services | MA | LGH SERVICES INC | C | Yes (1) | ||
| TUFTS MEDICAL CENTER INDEMNITY CO LTD | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | 980444573 | CAPTIVE INSURANCE | TUFTS MEDICAL CENTER INC | C | Yes (1) | CJ | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HALLMARK HEALTH CORPORATION | ||
| R | $823,704 | AUDITED BOOK VALUE |
| hallmark health medical associates inc | ||
| R | $9,675,888 | AUDITED BOOK VALUE |
| hallmark health visiting nurse association and hospice inc | ||
| J | $164,568 | FAIR MARKET VALUE |
| hallmark health medical associates inc | ||
| J | $643,496 | FAIR MARKET VALUE |
| hallmark health properties INC | ||
| K | $62,200 | FAIR MARKET VALUE |
| HALLMARK HEALTH CORPORATION | ||
| K | $1,293,502 | FAIR MARKET VALUE |
| hallmark health visiting nurse association and hospice inc | ||
| L | $1,172,540 | ACTUAL COST |
| hallmark health visiting nurse association and hospice inc | ||
| L | $56,460 | COST & TIME ALLOCATION |
| HALLMARK HEALTH CORPORATION | ||
| L | $667,424 | COST & TIME ALLOCATION |
| hallmark health properties INC | ||
| L | $109,350 | COST & TIME ALLOCATION |
| hallmark health medical associates inc | ||
| L | $313,358 | COST & TIME ALLOCATION |
| HALLMARK HEALTH CORPORATION | ||
| M | $3,918,214 | COST & TIME ALLOCATION |
| hallmark health medical associates inc | ||
| M | $447,902 | COST & TIME ALLOCATION |
| hallmark health properties INC | ||
| R | $4,023,795 | AUDITED BOOK VALUE |
| wellforce inc | ||
| R | $2,344,766 | AUDITED BOOK VALUE |
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