HARVARD PILGRIM HEALTH CARE FOUNDATION INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HARVARD PILGRIM HEALTH CARE FOUNDATION INC (EIN 04-2708004)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201823199349303872
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-15T09:32:09-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVD SUITE 500AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042708004EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARVARD PILGRIM HEALTH CARE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BETH CREAVINInCareOfNm
Business Name ControlHARVBusinessNameControlTxt
Phone7812636000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line193 WORCESTER STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024819181ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH CREAVINPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7812636000PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGWEN SPENCERPreparerPersonNm
PTINP00641463PTIN
Phone6175305000PhoneNum
Preparation2018-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address155.201.188.33IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id04363820183195000007FederalOriginalSubmissionId
Federal Original Submission Id2018-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5AB1F99D9ACF86A8CED35E8701BF5C7F19B07474AtSubmissionCreationDeviceId
At Submission Filing Device IdAADB69CA6B8B6891D3FC676F18E1A37238B9AE00AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKAREN VOCIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line193 WORCESTER STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024819181ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,449,733GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HARVARDPILGRIM.ORG/FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1980FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,337,206PYContributionsGrantsAmt
CY Contributions Grants$6,397,125CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$42,919PYInvestmentIncomeAmt
CY Investment Income$52,608CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,380,125PYTotalRevenueAmt
CY Total Revenue$6,449,733CYTotalRevenueAmt
PY Grants And Similar Paid$3,882,248PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,910,381CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,169,146PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,148,845CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,174,220PYOtherExpensesAmt
CY Other Expenses$1,261,909CYOtherExpensesAmt
PY Total Expenses$6,225,614PYTotalExpensesAmt
CY Total Expenses$6,321,135CYTotalExpensesAmt
PY Revenues Less Expenses$154,511PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$128,598CYRevenuesLessExpensesAmt
Total Assets BOY$2,703,313TotalAssetsBOYAmt
Total Assets EOY$2,918,477TotalAssetsEOYAmt
Total Liabilities BOY$184,985TotalLiabilitiesBOYAmt
Total Liabilities EOY$266,555TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,518,328NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,651,922NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,998,594ExpenseAmt
Grant$3,910,381GrantAmt
Revenue$0RevenueAmt
DescHARVARD PILGRIM HEALTH CARE FOUNDATION, INC., (THE FOUNDATION), OPERATES EXCLUSIVELY IN CONNECTION WITH HARVARD PILGRIM HEALTH CARE, INC. IN 2017, THE FOUNDATION SUPPORTED HEALTH AND WELLNESS INITIATIVES IN CONNECTION WITH A NUMBER OF COMMUNITY ORGANIZATIONS THROUGH ITS EMPLOYEE MINI-GRANT AND COMMUNITY SERVICE PROGRAMS, AND THROUGH ITS GRANTS TO NON-PROFIT FOOD PROGRAMS.Desc
Total Program Service Expenses$5,998,594TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBETH CREAVINPersonNm
Phone6175095692PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line193 WORCESTER STREETAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024819181ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ERIC H SCHULTZ
CHAIRMAN/DIRECTOR5.045.0Yes (X)Yes (X)$0$1,079,572$320,984
HEIDI BROOKS
DIRECTOR2.00.0Yes (X)$0$0$0
MARTIN COHEN
DIRECTOR2.00.0Yes (X)$0$0$0
LISA DESISTO
DIRECTOR2.00.0Yes (X)$0$0$0
MARIANNE E FELICE MD
DIRECTOR2.00.0Yes (X)$0$0$0
LEN FISHMAN
DIRECTOR2.00.0Yes (X)$0$0$0
CHRIS KNOPF
DIRECTOR2.00.0Yes (X)$0$0$0
JOSHUA KRAFT
DIRECTOR2.00.0Yes (X)$0$0$0
JOSEPH F O'DONNELL MD
DIRECTOR2.03.0Yes (X)$0$34,325$0
NANCY GARRABRANTS
DIRECTOR (AS OF 06/17)2.00.0Yes (X)$0$0$0
MICHAEL NORTON
DIRECTOR (AS OF 09/17)2.00.0Yes (X)$0$0$0
LAUREN SMITH
DIRECTOR (AS OF 09/17)2.00.0Yes (X)$0$0$0
CATHLEEN SCHMIDT
DIRECTOR (AS OF 11/17)2.00.0Yes (X)$0$0$0
RUTH ELLEN FITCH
DIRECTOR (UNTIL 06/17)2.00.0Yes (X)$0$0$0
ELINOR GOLDBERG LSW
DIRECTOR (UNTIL 06/17)2.00.0Yes (X)$0$0$0
PATRICIA A WALRATH
DIRECTOR (UNTIL 6/17)2.00.0Yes (X)$0$0$0
THOMAS BOUCHER
DIRECTOR (UNTIL 4/17)2.00.0Yes (X)$0$0$0
KAREN VOCI
PRESIDENT40.00.0Yes (X)$0$246,779$43,871
ELIZABETH CREAVIN
TREASURER5.045.0Yes (X)$0$267,072$28,914
SUZANNE M FINN
CLERK5.045.0Yes (X)$0$160,156$41,004
MICHELLE J CLAYMAN
FORMER TREASURER0.040.0$0$354,374$53,856Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,142,278TotReportableCompRltdOrgAmt
Total Other Compensation$488,629TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonSEE SCHEDULE OPersonNm
FieldValueIRS element (for citing)
Contractor AddressContractorAddress
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$6,382,837RelatedOrganizationsAmt
All Other Contributions$14,288AllOtherContributionsAmt
Total Contributions$6,397,125TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,085TotalRevenueColumnAmt
Exclusion$52,085ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$523OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$523OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$523TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,449,733TotalRevenueColumnAmt
Exclusion$52,085ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,910,381TotalAmt
Program Services$3,910,381ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$290,650TotalAmt
Program Services$232,520ProgramServicesAmt
Management And General$58,130ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$609,581TotalAmt
Program Services$550,796ProgramServicesAmt
Management And General$58,785ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$248,614TotalAmt
Program Services$224,639ProgramServicesAmt
Management And General$23,975ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$137,582TotalAmt
Program Services$137,582ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$36,989TotalAmt
Program Services$36,838ProgramServicesAmt
Management And General$151ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$61,795TotalAmt
Program Services$58,153ProgramServicesAmt
Management And General$3,642ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$23,299TotalAmt
Program Services$22,417ProgramServicesAmt
Management And General$882ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$41,853TotalAmt
Program Services$38,266ProgramServicesAmt
Management And General$3,587ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MANAGEMENT SERVICE EXPENSE$825,587$660,470$165,117
VOLUNTEER EVENT EXPENSE$93,444$93,444
BUSINESS EXPENSE$19,464$15,571$3,893
MEMBERSHIPS AND DUES$2,975$2,380$595

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$18,921TotalAmt
Program Services$15,137ProgramServicesAmt
Management And General$3,784ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,321,135TotalAmt
Program Services$5,998,594ProgramServicesAmt
Management And General$322,541ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$302,941BOYAmt
EOY$358,867EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

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

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,381,871BOYAmt
EOY$2,544,600EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$18,501BOYAmt
EOY$15,010EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,703,313BOYAmt
EOY$2,918,477EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,071BOYAmt
EOY$42,409EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$165,914BOYAmt
EOY$224,146EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$184,985BOYAmt
EOY$266,555EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,518,328BOYAmt
EOY$2,651,922EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

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

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,518,328BOYAmt
EOY$2,651,922EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,703,313BOYAmt
EOY$2,918,477EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$128,598ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,996NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1HARVARD PILGRIM HEALTH CARE INC (HPHC)BusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN042452600EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$3,910,381SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$3,910,381SupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

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

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART IV, LINE 6FormAndLineReferenceDesc
ExplanationTHE FOUNDATION CARRIES OUT THE CHARITABLE PURPOSE OF HPHC, INC., ITS CONTROLLING SUPPORTED ORGANIZATION, BY MAKING GRANTS TO ORGANIZATIONS. (PLEASE SEE SCHEDULE I). THESE GRANTS PROVIDE FINANCIAL ASSISTANCE TO SUPPORT SOCIALLY BENEFICIAL COMMUNITY ACTIVITIES FOR PREVENTION ORIENTED PROGRAMS THAT PROMOTE HEALTH AND WELLNESS. THE MISSION OF HPHC, INC., THE FOUNDATION'S SUPPORTED ORGANIZATION, IS TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE FOR THE COMMUNITIES IT SERVES. THE FOUNDATION'S GRANT PROGRAM HELPS TO ACCOMPLISH THIS.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO HPHC, INC.Desc
Amt$224,146Amt
FieldValueIRS element (for citing)
Total Liability$224,146TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE CONSOLIDATED FINANCIAL STATEMENTS OF HARVARD PILGRIM HEALTH CARE, INC. AND AFFILIATES INCLUDE THE FOLLOWING ENTITIES: HARVARD PILGRIM HEALTH CARE, INC. ("HPHC, INC."), HARVARD PILGRIM HEALTH CARE OF NEW ENGLAND, INC. ("NEW ENGLAND"), HARVARD PILGRIM HEALTH CARE OF CONNECTICUT, INC. ("HPHC OF CT"), HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. (THE "FOUNDATION"), HARVARD PILGRIM HEALTH CARE INSTITUTE, LLC (THE "INSTITUTE"), HPHC INSURANCE AGENCY (THE "AGENCY"), HPHC INSURANCE COMPANY, INC. (THE "INSURANCE COMPANY"), HPHC HOLDING CORPORATION AND SUBSIDIARY ("HOLDINGS"), NEW HPHC HOLDING CORPORATION ("NEWCO") AND HEALTH PLANS, INC. AND SUBSIDIARIES ("HPI"). FOLLOWING IS THE RELEVANT PORTION OF THE FIN 48 FOOTNOTE FROM HARVARD PILGRIM HEALTH CARE, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS PREPARED IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES THAT APPLIES TO THE FILING ORGANIZATION. HPHC, INC., NEW ENGLAND, HPHC OF CT, AND THE FOUNDATION ARE TAX-EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE SERVICE REGULATIONS. THE INSTITUTE HAS NO TAX STATUS AND THEREFORE FOLLOWS THE TAX-EXEMPT STATUS OF HPHC, INC. AS ITS SOLE MEMBER. HARVARD PILGRIM DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2017 AND 2016.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (131 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
ACCESSPORTAMERICA
119 HIGH STACTONMA01720043265194501(C)(3)$7,500N/AN/ADISABILITY ASSISTANCE
AIDS ACTION COMMITTEE OF MASSACHUSETTS
75 ARMORY STBOSTONMA02119222707246501(C)(3)$10,875N/AN/AAIDS PREVENTION SUPPORT
AIDS PROJECT WORCESTER
85 GREEN STREETWORCESTERMA01604042970467501(C)(3)$6,600N/AN/AAIDS PREVENTION SUPPORT
ALZHEIMER ASSOCIATION
309 WAVERLY OAKS RDWALTHAMMA02452133039601501(C)(3)$7,500N/AN/AALZHEIMER'S RESEARCH SUPPORT
AMERICAN CANCER SOCIETY
30 SPEEN STREETFRAMINGHAMMA01701131788491501(c)(3)$11,500N/AN/ACANCER DETECTION SUPPORT
AMERICAN COMMUNITY GARDENING ASSOCIATION
3271 MAIN STREETCOLLEGE PARKGA30337232161919501(C)(3)$15,000N/AN/AGARDENING EDUC & PROMOTION
AMERICAN HEART ASSOCIATION
51 US ROUTE 1SCARBOROUGHME04074135613797501(C)(3)$96,050N/AN/AHEART DISEASE PREVENTION AND SUPPORT
AMERICAN RED CROSS
139 MAIN STREETCAMBRIDGEMA02142530196605501(C)(3)$13,724N/AN/ADISASTER ASSISTANCE
AMERICAN SCHOOL FOR THE DEAF
139 NORTH MAIN STWEST HARTFORDCT06107060667600501(C)(3)$5,750N/AN/ASUPPORT FOR DEAF EDUCATION
ASSOCIATED INDUSTRIES OF MASS INC
ONE BEACON STREET FL 16BOSTONMA02108041045830501(c)(6)$6,000N/AN/ASMALL BUSINESS SUPPORT
ASSOCIATION OF LATINO PROFESSIONALS FOR AMERICA
801 S GRAND AVELOS ANGELESCA90017320178401501(C)(6)$20,000N/AN/ALATINO PROFESSIONALS SUPPORT
BACKYARD GROWERS
269 MAIN STREETGLOUCESTERMA01930743101523501(c)(3)$10,250N/AN/AGARDENING EDUCATION & PROMOTION
BIG SISTER ASSOC OF GREATER BOSTON
20 PARK PLAZA SUITE 1420BOSTONMA02116042150651501(C)(3)$20,500N/AN/AYOUNG GIRL MENTORSHIP PROGRAM
BOSTON AREA GLEANERS
240 BEAVER STREETWALTHAMMA02452300434755501(C)(3)$50,200N/AN/AFREE FOOD DISTRIBUTION
BOSTON BRUINS FOUNDATION
ONE HUNDRED LEGENDS WAYBOSTONMA02114200172439501(C)(3)$5,500N/AN/AYOUTH PROGRAMING
BOSTON CHINATOWN NEIGHBORHOOD CENTER INC
885 WASHINGTON STREETBOSTONMA02111237209691501(C)(3)$15,500N/AN/AEDUCATION AND CHILDCARE
BOSTON FOUNDATION THE
75 ARLINGTON STREETBOSTONMA02116042104021501(C)(3)$19,250N/AN/ACIVIC LEADERSHIP FUND SUPPORT
BOSTON MEDICAL CENTER
801 MASS AVEBOSTONMA02118043314093501(C)(3)$13,500N/AN/ALOW-INCOME HEALTH CARE SUPPORT
BOSTON PRIVATE INDUSTRY COUNCIL
2 OLIVER STREETBOSTONMA02109042676661501(C)(3)$9,441N/AN/AEDUCATION ASSISTANCE
BOSTON PUBLIC MARKET
PO BOX 130457BOSTONMA02113043556884501(C)(3)$20,000N/AN/AHEALTHY FOOD EDUCATION
BOSTON SENIOR HOME CARE
89 SOUTH STREETBOSTONMA02111042546251501(C)(3)$10,461N/AN/ACOOKING INSTRUCTIONS FOR SENIORS
BOYS AND GIRLS CLUBS OF BOSTON
200 HIGH STREETBOSTONMA02110042103922501(c)(3)$122,050N/AN/AHEALTHY FOOD EDUCATION
BRASS CITY HARVEST
PO BOX 11115WATERBURYCT06703753263005501(C)(3)$44,972N/AN/AHEALTHY FOOD EDUCATION AND PROMOTION
BRIDGEPORT REGIONAL BUSINESS COUNCIL
10 MIDDLE STREETBRIDGEPORTCT06604060271980501(C)(6)$20,000N/AN/ASMALL BUSINESS SUPPORT
BRIGHAM & WOMENS HOSPITAL INC
116 HUNTINGTON AVE3RD FLBOSTONMA02116042312909501(C)(3)$5,500N/AN/AWOMENS HEALTH EVENT SUPPORT
BROOKWOOD COMMUNITY FARM
PO BOX 870093MILTONMA02187204234872501(c)(3)$6,200N/AN/AHEALTHY FOOD EDUCATION AND PROMOTION
CAMP COURANT INC
285 BROAD STREETHARTFORDCT06115061018155501(C)(3)$6,500N/AN/APOSITIVE YOUTH DEVELOPMENT
CAREGIVERS INC THE
1 PERIMETER ROAD 900MANCHESTERNH03103020395429501(c)(3)$10,000N/AN/AHEALTHY FOOD DISTRIBUTION
CENTER FOR DISASTER PHILANTHROPY INC
1201 CONNECTICUT AVEWASHINGTONDC20036455257937501(C)(3)$7,625N/AN/AHURRICANE RELIEF FOR TEXAS
CENTER FOR GRIEVING CHILDREN
555 FOREST AVEPORTLANDME04101010431501501(C)(3)$6,000N/AN/ASUPPORT FOR GRIEVING CHILDREN
CENTRAL MAINE MEDICAL CENTER
300 MAIN STREETLEWISTONME04240010211494501(C)(3)$15,500N/AN/AEVENT SPONSORSHIP
CITY YEAR INC
287 COLUMBUS AVEBOSTONMA02116222882549501(c)(3)$41,500N/AN/AYOUTH EDUCATION
CITY YEAR NEW HAMPSHIRE
848 ELM STSUITE 201MANCHESTERNH03101222882549501(C)(3)$15,000N/AN/AYOUTH EDUCATION
COASTLINE ELDERLY SERVICES INC
1646 PURCHASE STREETNEW BEDFORDMA02740042622121501(c)(3)$9,325N/AN/AHEALTHY FOOD PROMOTION FOR OLDER ADULTS
COMMUNITY ACTION PROGRAM
2 INDUSTRIAL PARK DRIVECONCORDNH03302020270376501(c)(3)$9,700N/AN/ALOW-INCOME RESIDENT SUPPORT
COMMUNITY CONCEPTS INC
240 BATES STREETLEWISTONME04240010424969501(c)(3)$5,500N/AN/AECONOMIC DEVELOPMENT ASSISTANCE
COMMUNITY HARVEST PROJECT INC
37 WHEELER ROADNORTH GRAFTONMA01536043424018501(C)(3)$39,457N/AN/AHEALTHY FOOD PRODUCTION AND DISTRIBUTION
COMMUNITY SERVINGS
18 MARBURY TERRACEJAMAICA PLAINMA02130223154028501(C)(3)$6,600N/AN/AHEALTHY MEAL PROVISION FOR THE SICK
CONNECTICUT FOOD BANK INC
2 RESEARCH PARKWAYWALLINGFORDCT06492061063025501(C)(3)$40,500N/AN/AHEALTHY FOOD PRODUCTION AND DISTRIBUTION
CONNECTICUT FORUM INC THE
750 MAIN STREETHARTFORDCT06103061343149501(c)(3)$67,300N/AN/AEDUCATIONAL SERIES SPONSORSHIP
CRADLES TO CRAYONS
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$13,000N/AN/ASUPPORT FOR LOW-INCOME EARLY CHILDHOOD PROGRAMS
CULTIVATING COMMUNITY
PO BOX 3792PORTLANDME04104043607322501(C)(3)$24,681N/AN/AHEALTHY FOOD DISTRIBUTION AND EDUCATION
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACEBROOKLINEMA02115042263040501(C)(3)$12,000N/AN/ACANCER PREVENTION SUPPORT
DCU CENTER FOR KIDS
DONALD LYNCH BLVDMIDDLEBOROUGHMA01752202184636501(c)(3)$10,000N/AN/ASPONSORSHIP
DIOCESE OF WORCESTER
49 ELM STREETWORCESTERMA01609042106686501(C)(3)$10,000N/AN/AEVENT SPONSORSHIP
DOVE INC
PO BOX 690267QUINCYMA02269042667808501(C)(3)$5,500N/AN/ADOMESTIC VIOLENCE PREVENTION PROGRAM
ECOTARIUM
222 HARRINGTON WAYWORCESTERMA01604042105868501(c)(3)$14,500N/AN/AENVIRONMENTAL EDUCATION
ENHANCE ASIAN COMMUNITY ON HEALTH INC
257 NORTHAMPTON STREETBOSTONMA02118472130807501(c)(3)$10,000N/AN/ANUTRITION EDUCATION FOR OLDER ASIAN ADULTS
FAMILY SERVICES OF CENTRAL MASS
31 HARVARD STREETWORCESTERMA01609042103767501(C)(3)$14,000N/AN/AFAMILY SUPPORT PROVIDER
FENWAY HEALTH
1340 BOYLSTON STBOSTONMA02215042510564501(C)(3)$13,500N/AN/ALGBTQ HEALTH PROVIDER SUPPORT
FRISBIE MEMORIAL HOSPITAL
11 WHITEHALL ROADROCHESTERNH03867020222131501(C)(3)$10,000N/AN/AEVENT SPONSORSHIP
GATE CITY STRIDERS
PO BOX 3692NASHUANH03061020427572501(C)(3)$9,000N/AN/ARACE SPONSORSHIP
GOOD SHEPHERD FOOD BANK
PO BOX 1807AUBURNME04211222986809501(c)(3)$15,500N/AN/ACOOKING EDUCATION FOR OLDER ADULTS
GRANITE STATE INDEPENDENT LIVING
21 CHENELL DRIVECONCORDNH03301020350170501(c)(3)$8,481N/AN/AGARDENING EDUCATION FOR THE DISABLED
GRANITE YMCA THE
117 MARKET STREETMANCHESTERNH03104020222248501(c)(3)$10,000N/AN/AMULTI-GENERATIONAL FOOD HEALTH EDUCATION
GREATER BOSTON CHAMBER OF COMMERCE
265 FRANKLIN STREETBOSTONMA021103113041103090501(C)(6)$12,015N/AN/ABUSINESS PROMOTION SUPPORT
GREATER HOUSTON COMMUNITY FOUNDATION
5120 WOODWAY DRIVEHOUSTONTX77056237160400501(C)(3)$5,590N/AN/ADISASTER ASSISTANCE IN TEXAS
GREEN VILLAGE INITIATIVE INC
325 LAFAYETTE STREETBRIDGEPORTCT06604271439954501(c)(3)$50,000N/AN/AGARDENING EDUCATION AND PROMOTION
GROUNDWORK LAWRENCE INC
50 ISLAND STREETLAWRENCEMA01840043546770501(c)(3)$50,100N/AN/AGARDENING EDUCATION AND PROMOTION
GROW FOOD NORTHAMPTON INC
221 PINE STREETNORTHAMPTONMA01062010959428501(C)(3)$50,086N/AN/AGARDENING EDUCATION AND PROMOTION
GROWING PLACES GARDEN PROJECT INC
325 LINDELL AVELEOMINSTERMA01453100004885501(C)(3)$50,000N/AN/AGARDENING EDUCATION AND PROMOTION
HARC INC
900 ASYLUM AVEHARTFORDCT06105060710289501(C)(3)$11,100N/AN/ASUPPORT PEOPLE WITH INTELECTUAL DISABILITIES
HARTFORD FOOD SYSTEM
ONE CONGRESS STREETHARTFORDCT06114060991880501(C)(3)$40,500N/AN/ASUPPORT FOR THE MOBILE FARMERS MARKET
HARTFORD MARATHON FOUNDATION INC
41 SEQUIN DRIVEGLASTONBURYCT06033061415320501(C)(3)$17,500N/AN/ARACE SPONSORSHIP
HEALTH RESOURCES IN ACTION INC
95 BERKELEY STREETBOSTONMA02116042229839501(c)(3)$80,000N/AN/AHEALTHY LIVING EDUCATION AND TRAINING
HEALTHY COMMUNITIES OF THE CAPITAL AREA
36 BRUNSWICK AVENUEGARDINERME04345412097383501(C)(3)$50,000N/AN/APRISON GLEANING PROGRAM
HOME FOR LITTLE WANDERERS
10 GUEST STREETBOSTONMA02135042104764501(c)(3)$10,750N/AN/ASUPPORT FOR YOUTH WITH SPECIAL NEEDS
INSTITUTE FOR FAMILY-OWNED BUSINESS
PO BOX 3364PORTLANDME04104262428220501(c)(3)$15,000N/AN/ASMALL BUSINESS SUPPORT
JUNIOR ACHIEVMENT OF NORTHERN NEW ENGLAND
400 FIFTH AVEWALTHAMMA02451042127020501(C)(3)$6,000N/AN/ABUSINESS LEADERSHIP DEVELOPMENT
LAHEY CLINIC FOUNDATION INC
41 MALL ROADBURLINGTONMA01805042323457501(C)(3)$5,500N/AN/AEVENT SPONSORSHIP
LAKES REGION PARTNERSHIP FOR PUBLIC HEALTH INC
67 WATER STREETLACONIANH03246202713484501(c)(3)$50,000N/AN/ANUTRITION EDUCATION FOR LOW-INCOME POPULATIONS
MAINE FARMLAND TRUST INC
97 MAIN STREETBELFASTME04915010528014501(C)(3)$50,000N/AN/AACCESS TO HEALTHY FOOD FOR LOW-INCOME POPULATIONS
MAINE HEALTH MANAGEMENT COALITION
11 BOWDOIN MILL ISLANDTOPSHAMME04086043845053501(C)(3)$15,000N/AN/ACOALITION TO LOWER HEALTH COSTS
MAINE QUALITY COUNTS
PO BOX 16MANCHESTERME04351204935972501(C)(3)$25,000N/AN/ACOALITION TO IMPROVE HEALTH OUTCOMES
MAINE TODAY MEDIA
PO BOX 11349PORTLANDME04104473810067$10,000N/AN/ASPONSORSHIP FOR HEALTHY FOOD EVENT
MARCH OF DIMES
112 TURNPIKE ROADWESTBOROUGHMA01581131846366501(c)(3)$10,590N/AN/ASUPPORT FOR BIRTH DEFECTS PREVENTION
MARION INSTITUTE INC THE
202 SPRING STREETMARIONMA02738043206583501(c)(3)$29,095N/AN/AGARDENING EDUCATION PROMOTION
MARY & JOHN ELLIOT CHARITABLE FOUNDATION
4 ELLIOT WAY STE 301MANCHESTERNH03103020512229501(C)(3)$10,000N/AN/AEVENT SPONSORSHIP
MASSACHUSETTS ASSOCIATION OF HEALTH PLANS
40 COURT STREET 5TH FLBOSTONMA02108222518016501(C)(4)$7,640N/AN/AHEALTH PLAN SUPPORT
MASSACHUSETTS WOMENS POLITICAL CAUCUS
89 SOUTH STREETBOSTONMA02111042738443501(c)(3)$7,500N/AN/ASUPPORT FOR WOMENS ADVANCEMENT IN POLITICS
MENTAL HEALTH CENTER OF GREATER MANCHESTER
401 CYPRESS STREETMANCHESTERNH03103020441983501(C)(3)$5,830N/AN/AMENTAL HEALTH SUPPORT
METROHARTFORD ALLIANCE
31 PRATT STREETHARTFORDCT06103061614518501(C)(6)$20,000N/AN/ASMALL BUSINESS SUPPORT
METROWEST CHAMBER OF COMMERCE
1671 WORCESTER ROADFRAMINGHAMMA01701041339795501(C)(6)$7,750N/AN/ASMALL BUSINESS SUPPORT
MILFORD REGIONAL HEALTHCARE FOUNDATION
14 PROSPECT STREETMILFORDMA01757200773697501(c)(3)$15,000N/AN/AHEALTH PROMOTION
MILL CITY GROWS
PO BOX 7133LOWELLMA01852472096070501(C)(3)$60,700N/AN/AHEALTHY FOOD PRODUCTION AND DISTRIBUTION
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVEBOSTONMA02120042103612501(C)(3)$10,000N/AN/AHEALTH PROMOTION
NEW ENGLAND COUNCIL
98 NORTH WASHINGTON STBOSTONMA02114041661090501(C)(6)$35,000N/AN/ABUSINESS LEADERSHIP DEVELOPMENT
NEW ENGLAND EMPLOYEE BENEFITS COUNCIL
240 BEAR HILL RDWALTHAMMA02451042725284501(C)(3)$13,250N/AN/ACOALITION TO PROMOTE EMPLOYEE HEALTH
NEW ENGLAND VETERANS LIBERTY HOUSE
599 CANAL STREETLAWRENCEMA01841455239196501(c)(3)$10,000N/AN/ANUTRITION EDUCATION FOR OLDER ADULTS
NEW HAMPSHIRE AUTO DEALERS ASSOCIATION
PO BOX 417236BOSTONMA02241020243354501(c)(6)$13,000N/AN/AEVENT SPONSORSHIP
NEW HAMPSHIRE CHARITABLE FOUNDATION
37 PLEASANT STREETCONCORDNH03301026005625501(C)(3)$51,000N/AN/AOPIOID PREVENTION PROGRAM SUPPORT
NEW HAMPSHIRE FOOD BANK
E INDUSTRIAL PARK DRMANCHESTERNH03109020222163501(C)(3)$32,200N/AN/ANORTH COUNTRY HEALTHY FOOD PRODUCTION AND DISTRIBUTION
NEW HAVEN FARMS
PO BOX 8953NEW HAVENCT06532451794893501(C)(3)$51,000N/AN/AGARDENING EDUCATION AND PROMOTION
NH CENTER FOR NONPROFITS
194 PLEASANT STREETCONCORDNH03301810555176501(C)(3)$15,000N/AN/ANON-PROFIT LEADERSHIP AND DEVELOPMENT
NORTHEAST ARC
ONE SOUTHSIDE ROADDANVERSMA01923042232416501(C)(3)$6,000N/AN/AAID TO HANDICAPPED
OLD COLONY YMCA PLYMOUTH
320 MAIN STREETBROCKTONMA02301042125014501(c)(3)$11,000N/AN/AOLDER ADULT NUTRITION AND GARDENING EDUCATION
OLD STURBRIDGE VILLAGE
OLD STURBR VILLG RDSTURBRIDGEMA01566042104809501(C)(3)$10,000N/AN/AHISTORY EDUCATION
OLYMPIA SNOWE WOMENS LEADERSHIP INSTITUTE
ONE CANAL PLAZAPORTLANDME04101461398374501(C)(3)$10,000N/AN/AWOMEN AND GIRLS LEADERSHIP DEVELOPMENT
OPERATION ABILITY BASED ON LONG EXPERIENCE
174 PORTLAND STREETBOSTONMA02114042761871501(c)(3)$35,000N/AN/AJOB TRAINING FOR OLDER ADULTS
PAN MASS CHALLENGEJIMMY FUND
PO BOX 415590BOSTONMA02241042746912501(c)(3)$5,500N/AN/ACANCER PREVENTION SUPPORT
PAWS NEW ENGLAND
15 WHITTIER PLACEHAVERHILLMA01832260283856501(C)(3)$6,500N/AN/AANIMAL MEDICAL ASSISTANCE
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STWATERTOWNMA02472042103616501(C)(3)$5,500N/AN/AASSISTANCE FOR BLIND INDIVIDUALS
PFLAG HARTFORD
PO BOX 260733HARTFORDCT06126061411594501(C)(3)$8,050N/AN/AASSISTANCE FOR TRANSGENDER HEALTH CONFERENCE
REGIONAL ENVIRONMENTAL COUNCIL INC
PO BOX 255WORCESTERMA01613046364350501(C)(3)$22,050N/AN/AHEALTHY FOOD PROMOTION AND DISTRIBUTION
REGIS COLLEGE
235 WELLESLEY STWESTONMA02493042104451501(C)(3)$20,000N/AN/AEDUCATION SERIES SPONSORSHIP
RELIANT MEDICAL GROUP FOUNDATION
100 FRONT STREETWORCESTERMA01608222912515501(C)(3)$19,500N/AN/AHEALTH PROMOTION SPONSORSHIP
ROSIES PLACE
889 HARRISON AVENUEBOSTONMA02118042582187501(C)(3)$7,700N/AN/AHOMELESS WOMENS SUPPORT CENTER
ROXBURY TENANTS OF HARVARD ASSOC INC
11 NEW WHITNEY STREETBOSTONMA02115042555987501(c)(3)$9,487N/AN/AHOUSING AND HUMAN SERVICE SUPPORT
SAINT ANSELM COLLEGE
100 SAINT ANSELM DRMANCHESTERNH03102020222182501(c)(3)$20,500N/AN/AEDUCATION SERIES SPONSORSHIP
SCHWARTZ CTR FOR COMPASSIONATE CARE
PO BOX 417597BOSTONMA02241041564655501(C)(3)$25,000N/AN/ASPONSORSHIP TO SUPPORT CAREGIVING LEARNING
SEACOAST EAT LOCAL INC
PO BOX 1590PORTSMOUTHNH03833452547575501(c)(3)$80,000N/AN/AHEALTHY FOOD PRODUCTION AND DISTRIBUTION
SENIORPLUS
8 FALCON ROADLEWISTONME04240010317103501(c)(3)$10,000N/AN/ACOOKING EDUCATION FOR OLDER ADULTS
SPECTRUM GENERATIONS
1 WESTON COURT STE 109AUGUSTAME04330010318051501(c)(3)$10,000N/AN/ACOOKING EDUCATION FOR OLDER ADULTS
ST MARY'S REGIONAL MEDICAL CTR
PO BOX 7291LEWISTONME04243010211551501(C)(3)$60,000N/AN/AHEALTHY FOOD PRODUCTION AND DISTRIBUTION
STE JEANNE D'ARC SCHOOL LOWELL
68 DRACUT STREETLOWELLMA01854273969233501(C)(3)$10,000N/AN/AEDUCATION PROVIDER
TAMWORTH COMMUNITY NURSE ASSOCIATION INC
84 MAIN STREETTAMWORTHNH03886020235235501(C)(3)$28,175N/AN/AHEALTHY FOOD DISTRIBUTION
THE OPEN DOOR
28 EMERSON AVEGLOUCESTERMA01930222513482501(c)(3)$10,550N/AN/AHEALTHY FOOD DISTRIBUTION FOR OLDER ADULTS
THIRD SECTOR NEW ENGLAND INC
89 SOUTH STREET 7TH FLBOSTONMA02111042261109501(C)(3)$52,883N/AN/AGARDENING EDUCATION AND PROMOTION
TOWN OF LANCASTER
695 MAIN STREETLANCASTERMA01523046001194115$10,000N/AN/ACOOKING EDUCATION FOR OLDER ADULTS
TOWN OF RANDOLPH
41 SOUTH MAIN STREETRANDOLPHMA02368046001275115$10,000N/AN/ACOOKING EDUCATION FOR OLDER ADULTS
UMASS MEMORIAL FOUNDATION INC
333 SOUTH STREETSHREWSBURYMA01545043108190501(c)(3)$58,500N/AN/AHEALTH PROMOTION
URBAN FARMING INSTITUTE OF BOSTON INC
34 LINWOOD STREETBOSTONMA02119453961022501(C)(3)$5,250N/AN/AYOUTH GARDENING EDUCATION
VISITING NURSE ASSOCIATION OF BOSTON
500 RUTHERFORD AVECHARLESTOWNMA02129042105880501(C)(3)$10,000N/AN/AHEALTH PROMOTION
WELLSPRING MULTI-SERVICE CENTER
814 NANTASKET AVENUEHULLMA02045042969215501(c)(3)$10,000N/AN/ANUTRITION EDUCATION FOR OLDER ADULTS
WINDHOVER FOUNDATION
257R GRANITE STREETROCKPORTMA01966042708940501(c)(3)$5,500N/AN/ACULTURAL PROGRAMS
WOLFES NECK FARM FOUNDATION
184 BURNETT ROADFREEPORTME04032222586116501(C)(3)$50,000N/AN/AYOUTH GARDENING EDUCATION
WOMENS RURAL ENTREPRENURIAL NETWORK
PO BOX 331BETHLEHEMNH03574020492339501(C)(3)$39,330N/AN/AHEALTHY FOOD DISTRIBUTION
WORCESTER COUNTY FOOD BANK
474 BOSTON TURNPIKE ROADSHREWSBURYMA01545043071457501(c)(3)$9,300N/AN/AHEALTHY FOOD DISTRIBUTION
WORKSITE WELLNESS COUNCIL OF MA
PO BOX 650101WEST NEWTONMA02465452697521501(C)(3)$8,625N/AN/ASMALL BUSINESS SUPPORT
WOUNDED WARRIOR PROJECT
150 CAMBRIDGE PARK DRCAMBRIDGEMA02140202370934501(C)(3)$5,100N/AN/ADISABILITY ASSISTANCE
YWCA GREATER NEWBURYPORT
13 MARKET STREETNEWBURYPORTMA01950042123678501(C)(3)$50,000N/AN/AHEALTHY FOOD PRODUCTION AND DISTRIBUTION
FieldValueIRS element (for citing)
Total501c3 Org121Total501c3OrgCnt
Total Other Org10TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMONITORING PROCEDURES - FORM 990, SCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationMINI GRANTS OF $500 EACH ARE APPROVED BY AN APPOINTED COMMITTEE BEFORE THEY ARE ISSUED. MINI GRANTS OF $500 EACH ARE RECOMMENDED BY EMPLOYEES WHO FILL OUT A DETAILED APPLICATION REGARDING THE PURPOSE OF FUNDS, AND MUST PROVE THAT FUNDS WILL GO TO A LEGAL, NOT-FOR-PROFIT ORGANIZATION, WHERE THE EMPLOYEE LIVES OR WHERE HPHC DOES BUSINESS. FOUNDATION STAFF REVIEWS THESE APPLICATIONS FOR ACCURACY OF PURPOSE AND LEGITIMACY OF THE ORGANIZATION. FOUNDATION STAFF RECOMMENDATIONS ARE REVIEWED BY A NON-STAFF APPOINTED COMMITTEE. REPORTS ON THESE GRANTS ARE COLLECTED FROM A SAMPLE OF THESE ORGANIZATIONS. FOUNDATION'S INTERNAL MANAGEMENT REPORTS A SUMMARY OF THIS INFORMATION TO THE FOUNDATION'S BOARD. OTHER MORE SIGNIFICANT COMMUNITY GRANTS REQUIRE A CONCEPT PROPOSAL TO BE SUBMITTED AND APPROVED BY AN APPOINTED COMMITTEE. ONCE THE GRANTS ARE APPROVED, THE FOUNDATION EMPLOYEES PERFORM SITE VISITS AND REGULAR EVALUATIONS OF THE GRANTS. IN ADDITION, THE FOUNDATION HIRES AN INDEPENDENT EVALUATION GROUP TO REVIEW GRANT RESULTS. ADDITIONALLY, FORMAL FISCAL REPORTING OF ALL GRANTS IS PERFORMED AND REVIEWED BY EMPLOYEES OF THE FOUNDATION.ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ERIC H SCHULTZ
CHAIRMAN/DIRECTOR$0$988,868$0$0$0$90,704$0$291,600$0$29,384$0$1,400,556$0$0
KAREN VOCI
PRESIDENT$0$179,504$0$27,600$0$39,675$0$18,958$0$24,913$0$290,650$0$0
ELIZABETH CREAVIN
TREASURER$0$226,089$0$27,400$0$13,583$0$18,474$0$10,440$0$295,986$0$0
SUZANNE M FINN
CLERK$0$142,936$0$0$0$17,220$0$13,026$0$27,978$0$201,160$0$0
MICHELLE J CLAYMAN
FORMER TREASURER$0$272,232$0$46,074$0$36,068$0$18,261$0$35,595$0$408,230$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 3FormAndLineReferenceDesc
ExplanationHARVARD PILGRIM HEALTH CARE FOUNDATION, INC. (THE FOUNDATION) RELIED ON HARVARD PILGRIM HEALTH CARE, INC. (HPHC, INC.), A RELATED ORGANIZATION OF THE FOUNDATION, TO ESTABLISH ITS CHAIRMAN AND PRESIDENTS COMPENSATION. THE METHODS USED BY HPHC, INC. ARE AS FOLLOWS: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION COMMITTEE - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 4B LONG TERM INCENTIVE PLAN HPHC, INC., A RELATED ORGANIZATION TO THE FOUNDATION, ADOPTED A LONG-TERM INCENTIVE PLAN FOR ITS CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF BUSINESS GROWTH OFFICER, CHIEF LEGAL OFFICER, CHIEF INFORMATION OFFICER, CHIEF INNOVATION AND STRATEGY OFFICER, AND CHIEF HUMAN RESOURCES OFFICER FOR 2016-2018. THE PLAN IS BASED ON A VARIETY OF PERFORMANCE MEASURES AND AMOUNTS ARE EARNED OVER A THREE YEAR PERIOD. SOME OR ALL OF THE DEFERRED COMPENSATION AMOUNTS REPORTED HEREIN FOR THE POTENTIAL EARNINGS UNDER THE PLAN MAY OR MAY NOT BE PAID TO THE EXECUTIVES BASED ON THE EXECUTIVE'S EMPLOYMENT STATUS AND THE ACTUAL RESULTS OF THE PERFORMANCE MEASURES AS DETERMINED AT THE END OF THE APPLICABLE THREE YEAR PERIOD. ANNUAL ACCRUALS ARE INCLUDED IN THE SCHEDULE J, PART II, COLUMN (C). NO PAYMENTS WERE MADE FROM THE PLAN DURING 2017.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1 AND PART III, LINE 1:ORGANIZATION'S MISSION The Harvard Pilgrim Health Care Foundation ("The Foundation") supports Harvard Pilgrim Health Care, Inc.'s ("HPHC, Inc.") mission to improve the quality and value of health care for the people and communities we serve. The Foundation provides the tools, training and leadership to help build healthy communities throughout Connecticut, Maine, Massachusetts, and New Hampshire. In 2017, the Foundation awarded approximately $3.9 million in grants to more than 900 not-for-profit organizations in the region. Since its inception, the Foundation has granted approximately $145 million in funds and resources throughout the four states. In 2017, more than $1.6 million in grants was distributed to the Foundations Healthy Food Fund initiatives within the region, with funds supporting programs that grow, distribute and/or market fresh food for families and communities across the region. PART I, LINE 6: THE FOUNDATION'S VOLUNTEERS INCLUDE UNCOMPENSATED DIRECTORS WHO SERVE ON A VOLUNTARY BASIS.
PART VI, LINE 2:BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVE ON THE BOARDS OF ONE OR MORE FOR PROFIT ORGANIZATIONS RELATED TO THE FOUNDATION, AND/OR ARE EMPLOYED BY AN ORGANIZATION (OTHER THAN THE FILING ORGANIZATION), FOR WHICH ANOTHER PERSON LISTED SERVES AS AN OFFICER OR DIRECTOR. KAREN VOCI - PRESIDENT ERIC H. SCHULTZ - CHAIR ELIZABETH CREAVIN - TREASURER SUZANNE M. FINN - CLERK
PART VI, LINE 6:HPHC, INC. IS THE PARENT AND SOLE MEMBER OF THE FOUNDATION.
PART VI, LINE 7A:HPHC, INC. IS THE SOLE MEMBER OF THE FOUNDATION. THE HPHC, INC. BOARD OF DIRECTORS AT ITS ANNUAL MEETING RATIFIES THE SLATE OF ELECTED FOUNDATION DIRECTORS WHEN IT ELECTS THE DIRECTORS OF ITS SUBSIDIARIES. ANY VACANCY IN THE FOUNDATION'S BOARD OF DIRECTORS MAY BE FILLED BY THE HPHC, INC. BOARD OF DIRECTORS OR BY THE MAJORITY OF THE FOUNDATION DIRECTORS THEN IN OFFICE.
PART VI, LINE 7B:THE FOUNDATION'S BYLAWS SET FORTH RESERVED POWERS OF THE SOLE MEMBER, HPHC, INC., WHICH INCLUDE THE POWER TO APPROVE CERTAIN ACTIONS, SUCH AS ANY AMENDMENT TO THE FOUNDATION'S ARTICLES OF ORGANIZATION OR BYLAWS; THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE FOUNDATION; AND THE SALE, LEASE, TRANSFER OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS.
PART VI, LINE 11B:ONCE THE FOUNDATION'S FORM 990 IS COMPLETED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ADVISORS, IT IS FIRST REVIEWED BY HPHC, INC.'S INTERNAL MANAGEMENT AND THEN BY HPHC, INC.'S AUDIT COMMITTEE CHAIRPERSON (AN INDEPENDENT MEMBER OF THE BOARD OF DIRECTORS OF HPHC, INC.). FOLLOWING THAT REVIEW, HPHC, INC. AND OUTSIDE TAX ADVISORS PRESENT THE FORM 990 TO THE AUDIT COMMITTEE. THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE HPHC, INC. BOARD OF DIRECTORS AS WELL AS THE FOUNDATION BOARD OF DIRECTORS PRIOR TO THE FORM BEING FILED WITH THE IRS.
PART VI, LINE 12C:THE FOUNDATION'S DIRECTORS AND OFFICERS ARE SUBJECT TO THE FOUNDATION'S CONFLICTS OF INTEREST POLICY AS SET FORTH IN THE FOUNDATIONS BYLAWS. THE CONFLICTS OF INTEREST POLICY REQUIRES DIRECTORS AND OFFICERS TO DISCLOSE ON AN ONGOING BASIS THE OCCURRENCE OF ANY SITUATION WHEN THEIR PERSONAL INTERESTS OR RELATIONSHIPS MIGHT INFLUENCE, OR APPEAR TO INFLUENCE, THEIR ABILITY TO MAKE OBJECTIVE DECISIONS IN THE COURSE OF PERFORMING THEIR FIDUCIARY RESPONSIBILITIES, ARE PREJUDICIAL TO THE LEGITIMATE INTERESTS OF THE FOUNDATION, OR CAUSE THE USE OF THE FOUNDATION RESOURCES FOR OTHER THAN FOUNDATION PURPOSES. IN ADDITION TO BEING SUBJECT TO THE FOUNDATION'S CONFLICTS OF INTEREST POLICY, THE FOUNDATION'S DIRECTORS AND OFFICERS ARE ANNUALLY REQUIRED TO COMPLETE AND SIGN A CONFLICTS OF INTEREST DISCLOSURE SURVEY, AND ANY DISCLOSED POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD OF DIRECTORS, IN ACCORDANCE WITH THE DISCLOSURE AND REVIEW PROCESS SET FORTH IN THE FOUNDATION'S BYLAWS. IN ADDITION, THE FOUNDATION'S STAFF ARE SUBJECT TO HARVARD PILGRIM HEALTH CARES (SOLE MEMBER OF THE FOUNDATION) CODE OF CONDUCT WHICH INCLUDES A CONFLICTS OF INTEREST POLICY. THE CONFLICTS OF INTEREST POLICY REQUIRES EMPLOYEES TO DISCLOSE ON AN ONGOING BASIS THE OCCURRENCE OF ANY SITUATION WHEN THEIR OUTSIDE ACTIVITIES, PERSONAL INTERESTS OR RELATIONSHIPS MIGHT INFLUENCE, OR APPEAR TO INFLUENCE, THEIR ABILITY TO MAKE OBJECTIVE DECISIONS IN THE COURSE OF PERFORMING THEIR JOB RESPONSIBILITIES, ARE PREJUDICIAL TO THE LEGITIMATE INTERESTS OF THE FOUNDATION, OR CAUSE THE USE OF THE FOUNDATION RESOURCES FOR OTHER THAN FOUNDATION PURPOSES. EMPLOYEES COMMUNICATE DISCLOSURES TO THEIR SUPERVISORS AND TO THE COMPLIANCE PROGRAM OFFICE. THE COMPLIANCE PROGRAM OFFICE, IN COLLABORATION WITH THE LEGAL DEPARTMENT, MAKE A DETERMINATION IF SUCH DISCLOSURE IS MATERIAL AND NEEDS TO BE MANAGED, MITIGATED, OR ELIMINATED.
PART VI, LINE 19:THE FOUNDATION FURNISHES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICTS OF INTEREST POLICY TO THE PUBLIC UPON REQUEST.
PART VII, SECTION B, LINE 1:ANY INDEPENDENT CONTRACTORS ARE RETAINED BY THE PARENT COMPANY, HPHC, INC.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
HPHC INC
93 WORCESTER STREETWELLESLEYMA20481042452600HEALTH INSURAMA501(C)(3)10NAfalse
HPHC OF NEW ENGLAND INC
93 WORCESTER STREETWELLESLEYMA02481042663394HEALTH INSURAMA501(C)(4)HPHC INCYes (true)
HPHC OF CONNECTICUT INC
185 ASYLUM ST 2ND FLOORHARTFORDCT06103461681667HEALTH INSURACT501(C)(4)HPHC INCYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
HPHC INSURANCE COMPANY INC
93 WORCESTER STREETWELLESLEYMA024819181043149694HEALTH INSURANCEMANAC CORPYes (true)
HPHC HOLDING CORPORATION
93 WORCESTER STREETWELLESLEYMA024819181043306439HOLDING COMPANYMANAC CORPYes (true)
PLAN MARKETING INSURANCE AGENCY INC
1500 WEST PARK DRIVE SUITE 330WESTBOROUGHMA01581042734281BROKERAGEMANAC CORPYes (true)
HPHC INSURANCE AGENCY INC
93 WORCESTER STREETWELLESLEYMA024819181043016201BROKERAGEMANAC CORPYes (true)
HEALTH PLANS INC
1500 WEST PARK DRIVE SUITE 330WESTBOROUGHMA01581042734278TPAMANAC CORPYes (true)
CARE MANAGEMENT SERVICES INC
1500 WEST PARK DRIVE SUITE 330WESTBOROUGHMA01581043438779CARE MANAGEMENTMANAC CORPYes (true)
NEW HPHC HOLDING CORPORATION
93 WORCESTER STREETWELLESLEYMA024819181815340662HOLDING COMPANYDENAC CORPYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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