COMMONWEALTH CARE ALLIANCE INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
COMMONWEALTH CARE ALLIANCE INC (EIN 04-3756900)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201823199349313142
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)
Return2018-11-15T15:24:26-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021293742ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043756900EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMONWEALTH CARE ALLIANCE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone6174260600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 WINTER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER D PALMIERIPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone6174260600PhoneNum
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNNE JOHNSONPreparerPersonNm
PTINP00757336PTIN
Phone6179129000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.131.187IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm16:07:20IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id537009A0A005A6691AF8E3CD281085943AFA35D8AtSubmissionCreationDeviceId
At Submission Filing Device Id93DCBEFAA18E51E34D8F84E5D1CC4DB28D8C7E60AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRISTOPHER D PALMIERIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 WINTER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,030,095,777GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.COMMONWEALTHCARE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionCOMMONWEALTH CARE ALLIANCE INC.'S MISSION IS TO PROVIDE THE BEST POSSIBLE CARE TAILORED TO THE INDIVIDUAL'S NEEDS OF MEDICARE AND MEDICAID BENEFICIARIES THROUGHOUT THE COMMONWEALTH OF MASSACHUSETTS BY BRINGING TO SCALE PROVEN CLINICAL CARE STRATEGIES THAT IMPROVE THE CARE AND MANAGE COST.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee1203TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,150PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$833,783,707PYProgramServiceRevenueAmt
CY Program Service Revenue$1,029,990,670CYProgramServiceRevenueAmt
PY Investment Income$100,258PYInvestmentIncomeAmt
CY Investment Income$103,607CYInvestmentIncomeAmt
PY Other Revenue$9,750PYOtherRevenueAmt
CY Other Revenue$1,500CYOtherRevenueAmt
PY Total Revenue$833,898,865PYTotalRevenueAmt
CY Total Revenue$1,030,095,777CYTotalRevenueAmt
PY Grants And Similar Paid$81,925PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$182,350CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$40,168,923PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$68,244,623CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$766,749,166PYOtherExpensesAmt
CY Other Expenses$919,960,540CYOtherExpensesAmt
PY Total Expenses$807,000,014PYTotalExpensesAmt
CY Total Expenses$988,387,513CYTotalExpensesAmt
PY Revenues Less Expenses$26,898,851PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$41,708,264CYRevenuesLessExpensesAmt
Total Assets BOY$218,197,004TotalAssetsBOYAmt
Total Assets EOY$275,336,690TotalAssetsEOYAmt
Total Liabilities BOY$169,610,627TotalLiabilitiesBOYAmt
Total Liabilities EOY$185,042,049TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$48,586,377NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$90,294,641NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCOMMONWEALTH CARE ALLIANCE INC.'S MISSION IS TO PROVIDE THE BEST POSSIBLE CARE TAILORED TO THE INDIVIDUAL'S NEEDS OF MEDICARE AND MEDICAID BENEFICIARIES THROUGHOUT THE COMMONWEALTH OF MASSACHUSETTS BY BRINGING TO SCALE PROVEN CLINICAL CARE STRATEGIES THAT IMPROVE THE CARE AND MANAGE COST.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$870,112,659ExpenseAmt
Grant$182,350GrantAmt
Revenue$1,029,992,170RevenueAmt
DescCOMMONWEALTH CARE ALLIANCE (CCA) HAS CONTRACTED WITH COMMUNITY BASED HEALTHCARE PRACTICES THAT HAVE DEMOSTRATED EXPERIENCE SERVING ADULTS IN A MANAGED FRAMEWORK. CCA IS ONE OF MASSACHUSETTS' SENIOR CARE OPTION OR "SCO ORGANIZATIONS. THE "SCO" PROGRAM IS A COMPREHENSIVE HEALTH PLAN THAT COVERS ALL SERVICES REIMBURSABLE UNDER A DELIVERY SYSTEM AND ITS PREFERRED NETWORK OF PROVIDERS TO MEDICARE AND MEDICAID BENEFICIARIES. CCA IS ALSO ONE OF TWO "ONE CARE ORGANIZATIONS IN THE COMMONWEALTH.Desc
Total Program Service Expenses$870,112,659TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3681IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1203EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA FLEMING CLERKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174260600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 WINTER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
THOMAS LYNCH
CHAIR OF THE BOARD6.004.00Yes (X)$0$0$0
CAROL RAPHAEL
VICE CHAIR OF THE BOARD3.002.00Yes (X)$0$0$0
CHARLES CARR
DIRECTOR (FROM 7/1/17)3.002.00Yes (X)$0$0$0
LEN FISHMAN
DIRECTOR3.002.00Yes (X)$0$0$0
ROBERT GITTENS
DIRECTOR (FROM 4/1/17)3.002.00Yes (X)$0$0$0
IRA GOTTLIEB
DIRECTOR3.002.00Yes (X)$0$0$0
DAVID KLEIN
DIRECTOR (FROM 7/1/17)3.002.00Yes (X)$0$0$0
CHRISTOPHER KOLLER
DIRECTOR3.002.00Yes (X)$0$0$0
JOSEPH PADUDA
DIRECTOR (FROM 7/1/17)3.002.00Yes (X)$0$0$0
ROBERT RESTUCCIA
DIRECTOR3.002.00Yes (X)$0$0$0
MARK REYNOLDS
DIRECTOR3.002.00Yes (X)$0$0$0
NANCY TURNBALL
DIRECTOR3.002.00Yes (X)$0$0$0
ALAN LONG
DIRECTOR (UNTIL 10/18/17)3.002.00Yes (X)$0$0$0
LISA IEZZONI
DIRECTOR (UNTIL 7/6/17)3.002.00Yes (X)$0$0$0
DEAN RICHLIN
CHAIR/DIR. (UNTIL 12/18/17)6.004.00Yes (X)$0$0$0
CHRISTOPHER D PALMIERI
PRESIDENT & CEO20.0020.00$857,418$0$465,229Yes (X)
ERIC PRICE
TREASURER & CFO20.0020.00$438,133$0$62,691Yes (X)
LISA FLEMING
SECRETARY & CLERK20.0020.00$427,758$0$39,771Yes (X)
COURTNEY MURPHY
CHIEF OPERATING OFFICER40.000.00$446,263$0$49,200Yes (X)
LAWRENCE GOTTLIEB
CHIEF QUALITY OFFICER40.000.00$427,875$0$49,696Yes (X)
JOHN LOUGHNANE
CHIEF OF INNOVATION40.000.00$377,006$0$17,602Yes (X)
SARAH GARRITY
CHIEF MARKETING OFFICER40.000.00$321,818$0$29,503Yes (X)
KATHLEEN MCCANN CHIEF HUMAN
RESOURCES OFFICER (FROM 3/27/17)40.000.00$244,819$0$13,372Yes (X)
DANIEL TEAGUE
SVP OPERATIONS40.000.00$252,762$0$51,309Yes (X)
MIRIAM MANNING
SR. VICE PRESIDENT, INFORMATION TECHNOLOGY40.000.00$256,269$0$60,436Yes (X)
KIM KETTNER CHIEF HUMAN
RESOURCES OFFICER (UNTIL 3/27/17)40.000.00$247,367$0$28,305Yes (X)
ADAM MILLER SR VICE PRESIDENT
CORPORATE PLANNING40.000.00$257,925$0$61,340Yes (X)
PEGGY JOHNSON
MD, VP, CHIEF OF PSYCHIATRY40.000.00$319,614$0$25,384Yes (X)
LORI TISHLER
MD, SR VP, MEDICAL AFFAIRS40.000.00$256,306$0$48,548Yes (X)
OLUWATOYIN AJAYI
FORMER CHIEF MEDICAL OFFICER40.000.00$314,978$0$19,363Yes (X)
DAWN MILSTEAD
SVP CLINICAL OPS40.000.00$264,243$0$34,976Yes (X)
LOIS SAULS
FORMER PRESIDENT0.000.00$287,750$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,998,304TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,056,725TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K225IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HIGH POINT SOLUTIONS
301 E GERMANTOWN PIKEEAST NORRITONPA19401PROFESSIONAL STAFFING$1,600,000
CURTIS & PERRY
41 EAST 11 STREET 11TH FLOORNEW YORKNY10001MARKETING CONSULTING$792,000
DELOITTE CONSULTING
PO BOX 844717DALLASTX75284BUSINESS CONSULTING$496,000
OVERTURE PARTNERS
57 WELLS AVE SUITE 22NEWTONMA02459BUSINESS CONSULTING$405,000
GOTHAM RESEARCH
741 WEST END AVENUE 4ANEW YORKNY10025HR CONSULTING$381,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K601CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ENROLLEE FEES621300$1,029,980,670$1,029,980,670
GRANT REVENUE900099$10,000$10,000
FieldValueIRS element (for citing)
Total Program Service Revenue$1,029,990,670TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,607TotalRevenueColumnAmt
Exclusion$103,607ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$1,500TotalRevenueColumnAmt
Related Or Exempt Func Income$1,500RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,500OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,030,095,777TotalRevenueColumnAmt
Related Or Exempt Func Income$1,029,992,170RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$103,607ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$182,350TotalAmt
Program Services$182,350ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,731,269TotalAmt
Management And General$4,731,269ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$50,646,092TotalAmt
Management And General$50,646,092ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,931,097TotalAmt
Management And General$1,931,097ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,114,434TotalAmt
Management And General$7,114,434ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,821,731TotalAmt
Management And General$3,821,731ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$698,066TotalAmt
Management And General$698,066ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$373,267TotalAmt
Management And General$373,267ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$120,000TotalAmt
Management And General$120,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,000TotalAmt
Management And General$15,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$14,720,380TotalAmt
Management And General$14,720,380ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,793,932TotalAmt
Management And General$1,793,932ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,524,679TotalAmt
Management And General$1,524,679ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,592,412TotalAmt
Management And General$9,592,412ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,553,766TotalAmt
Management And General$3,553,766ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$612,454TotalAmt
Management And General$612,454ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$581,683TotalAmt
Management And General$581,683ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$97,559TotalAmt
Management And General$97,559ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,066,645TotalAmt
Management And General$2,066,645ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$574,886TotalAmt
Management And General$574,886ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL EXPENSES$688,591,944$688,591,944
CAPITATION EXPENSES$181,338,365$181,338,365
CLAIMS ADJUDICATION$11,483,147$11,483,147
MISCELLANEOUS$1,000,300$1,000,300

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,222,055TotalAmt
Management And General$1,222,055ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$988,387,513TotalAmt
Program Services$870,112,659ProgramServicesAmt
Management And General$118,274,854ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$118,152,504BOYAmt
EOY$154,418,568EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$65,218,536BOYAmt
EOY$65,283,678EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,022,053BOYAmt
EOY$32,416,859EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,689,060BOYAmt
EOY$3,660,963EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$21,310,354LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,629,376LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,956,768BOYAmt
EOY$9,680,978EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$30,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,158,083BOYAmt
EOY$9,845,644EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$218,197,004BOYAmt
EOY$275,336,690EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,282,141BOYAmt
EOY$20,514,357EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$156,328,486BOYAmt
EOY$164,527,692EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$169,610,627BOYAmt
EOY$185,042,049EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,586,377BOYAmt
EOY$90,294,641EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$48,586,377BOYAmt
EOY$90,294,641EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$218,197,004BOYAmt
EOY$275,336,690EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$41,708,264ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$5,150CurrentTaxYearMinus1YearAmt
Total$5,150TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$297,069,494CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$585,654,491CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$762,435,569CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$833,793,457CurrentTaxYearMinus1YearAmt
Current Tax Year$1,029,992,170CurrentTaxYearAmt
Total$3,508,945,181TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$297,069,494CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$585,654,491CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$762,435,569CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$833,798,607CurrentTaxYearMinus1YearAmt
Current Tax Year$1,029,992,170CurrentTaxYearAmt
Total$3,508,950,331TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$5,000CurrentTaxYearMinus1YearAmt
Total$5,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$5,000CurrentTaxYearMinus1YearAmt
Total$5,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,508,945,331PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$806,116CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$296,021CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$319,060CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$100,258CurrentTaxYearMinus1YearAmt
Current Tax Year$103,606CurrentTaxYearAmt
Total$394,899TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$806,116CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$296,021CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$319,060CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$100,258CurrentTaxYearMinus1YearAmt
Current Tax Year$103,606CurrentTaxYearAmt
Total$394,899TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$297,875,610CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$585,358,470CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$762,116,509CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$833,898,865CurrentTaxYearMinus1YearAmt
Current Tax Year$1,030,095,776CurrentTaxYearAmt
Total$3,509,345,230TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99990PublicSupportCY509Pct
Public Support PY5090.99960PublicSupportPY509Pct
Investment Income CY0.00010InvestmentIncomeCYPct
Investment Income PY0.00040InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or BroadcastYes (1)PublicationsOrBroadcastInd
Publications Or Broadcast$3,165PublicationsOrBroadcastAmt
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$393,380DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$68,353OtherActivitiesAmt
Total Lobbying Expenditures$464,898TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationOVERHEAD, TRAVEL, SOFTWARE, ASSOCIATION DUESExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$269,083OtherCostOrOtherBasisAmt
Book Value$269,083BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,891,658OtherCostOrOtherBasisAmt
Depreciation$216,257DepreciationAmt
Book Value$2,675,401BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,222,818OtherCostOrOtherBasisAmt
Depreciation$815,957DepreciationAmt
Book Value$406,861BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,817,570OtherCostOrOtherBasisAmt
Depreciation$3,679,298DepreciationAmt
Book Value$2,138,272BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,109,225OtherCostOrOtherBasisAmt
Depreciation$6,917,864DepreciationAmt
Book Value$4,191,361BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,680,978TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
MEDICAL EXPENSE OBLIGATIONS$107,078,267
REFUNDABLE ADVANCES$52,438,788
DEFERRED RENT$999,517
DEFERRED FUNDRAISING$591,823
CAPITAL LEASE OBLIGATION PAYABLE$2,939,469
OTHER LIABILITIES$479,828
FieldValueIRS element (for citing)
Total Liability$164,527,692TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
HEALTHCARE FOR ALL
1 FEDL STREET 5TH FLOORBOSTONMA02110043071598501(C)(3)$50,000HOST SPONSORSHIP
NAMI MASS
529 MAIN STREET SUITE 1M17BOSTONMA02129042777012501(C)(3)$30,000HOST SPONSORSHIP
BOSTON CENTER FOR INDEPENDENT LIVING
60 TEMPLE PLACE 5TH FLOORBOSTONMA02111042546595501(C)(3)$20,000HOST SPONSORSHIP
DISABILITY POLICY CONSORTIUM
PO BOX 230735BOSTONMA02123043570281501(C)(3)$10,000HOST SPONSORSHIP
NEW NORTH CITIZENS COUNCIL
2383 MAIN STREETSPRINGFIELDMA01107237371934501(C)(3)$8,000HOST SPONSORSHIP
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationIN 2017, THE ORGANIZATION SPONSORED OTHER HUMAN SERVICES ORGANIZATIONS AND ORGANIZATIONS WITH SIMILAR MISSIONS. MEMBERS OF THE ORGANIZATION'S EXECUTIVE MANAGEMENT TEAM SELECT THE THIRD PARTIES THAT IT WILL SPONSOR, DETERMINE THE AMOUNT OF SPONSORSHIP AND MAINTAIN RECORDS TO SUBSTANTIATE THE CONTRIBUTIONS MADE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (1)InitialContractExceptionInd
Rebuttable Presumption ProcYes (1)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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
CHRISTOPHER D PALMIERI
PRESIDENT & CEO$756,758$0$100,000$0$660$0$445,483$0$19,746$0$1,322,647$0$0$0
ERIC PRICE
TREASURER & CFO$377,389$0$31,438$0$29,306$0$12,150$0$50,541$0$500,824$0$0$0
LISA FLEMING
SECRETARY & CLERK$357,066$0$66,000$0$4,692$0$12,150$0$27,621$0$467,529$0$0$0
COURTNEY MURPHY
CHIEF OPERATING OFFICER$376,960$0$68,618$0$685$0$12,150$0$37,050$0$495,463$0$0$0
LAWRENCE GOTTLIEB
CHIEF QUALITY OFFICER$352,724$0$69,223$0$5,928$0$12,150$0$37,546$0$477,571$0$0$0
JOHN LOUGHNANE
CHIEF OF INNOVATION$313,759$0$61,732$0$1,515$0$12,150$0$5,452$0$394,608$0$0$0
SARAH GARRITY
CHIEF MARKETING OFFICER$302,516$0$14,795$0$4,507$0$12,150$0$17,353$0$351,321$0$0$0
KATHLEEN MCCANN CHIEF HUMAN
RESOURCES OFFICER (FROM 3/27/17)$242,605$0$0$0$2,214$0$9,894$0$3,478$0$258,191$0$0$0
DANIEL TEAGUE
SVP OPERATIONS$220,034$0$30,819$0$1,909$0$9,631$0$41,678$0$304,071$0$0$0
MIRIAM MANNING
SR. VICE PRESIDENT, INFORMATION TECH$211,218$0$42,844$0$2,207$0$11,965$0$48,471$0$316,705$0$0$0
KIM KETTNER CHIEF HUMAN
RESOURCES OFFICER (UNTIL 3/27/17)$129,399$0$355$0$117,613$0$6,133$0$22,172$0$275,672$0$0$0
ADAM MILLER SR VICE PRESIDENT
CORPORATE PLANNING$242,465$0$12,843$0$2,617$0$12,063$0$49,277$0$319,265$0$0$0
PEGGY JOHNSON
MD, VP, CHIEF OF PSYCHIATRY$256,850$0$60,388$0$2,376$0$12,150$0$13,234$0$344,998$0$0$0
LORI TISHLER
MD, SR VP, MEDICAL AFFAIRS$253,609$0$0$0$2,697$0$11,662$0$36,886$0$304,854$0$0$0
OLUWATOYIN AJAYI
FORMER CHIEF MEDICAL OFFICER$224,251$0$90,453$0$274$0$12,150$0$7,213$0$334,341$0$0$0
DAWN MILSTEAD
SVP CLINICAL OPS$188,717$0$73,076$0$2,450$0$10,445$0$24,531$0$299,219$0$0$0
LOIS SAULS
FORMER PRESIDENT$0$0$0$0$287,750$0$0$0$0$0$287,750$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE ORGANIZATION HAS PROVIDED HOUSING ALLOWANCES TO ERIC PRICE, CFO ($23,222). THE AMOUNT IS TAXABLE AND HAS BEEN REPORTED ON HIS W-2.
PART I, LINE 3THE PROVISION OF HOUSING ALLOWANCES ARE CONTAINED IN THE INDIVIDUALS' EMPLOYMENT CONTRACTS.
PART I, LINE 4AIN 2017, FOLLOWING A MANAGEMENT RESTRUCTURING, THE FOLLOWING MEMBERS OF SENIOR MANAGEMENT WERE TERMINATED FROM THE ORGANIZATION AND PAID SEVERANCE IN ACCORDANCE WITH THE COMPANY'S WRITTEN SEVERANCE GUIDELINES. IN THE INSTANCE OF LOIS SAULS, FORMER PRESIDENT OF THE COMPANY, SEVERANCE ($287,750) WAS PAID IN ACCORDANCE WITH HER WRITTEN EMPLOYMENT AND SEVERANCE AGREEMENT. KIM KETTNER, FORMER CHIEF HR ($116,798) ALL AMOUNTS ARE PROPERLY REPORTED ON FORM W-2, ON FORM 990, PART VII, AND ON FORM 990, SCH J, PART II.
PART I, LINE 7BONUSES REPORTED IN PART II, COLUMN (B)(II) WERE DETERMINED BY A FIXED FORMULA BASED ON ATTAINING BOTH COMPANY AND INDIVIDUAL PERFORMANCE GOALS AND PRO-RATED BASED ON AN EMPLOYEE'S DATE OF HIRE AS APPLICABLE.
PART I, LINE 8THE ORGANIZATION ENTERED INTO AN EMPLOYMENT CONTRACT WITH ITS PRESIDENT AND CEO, CHRISTOPHER PALMIERI, ON NOVEMBER 2, 2015. THE TERMS OF THIS CONTRACT SET FORTH BASE SALARY, SHORT AND LONG-TERM INCENTIVES, RELOCATION, HEALTH AND WELFARE BENEFITS, SEVERANCE PROVISIONS AND OTHER CUSTOMARY TERMS AND RESTRICTIVE COVENANTS. UNDER THIS CONTRACT, MR. PALMIERI WAS AWARDED A $500,000 (NET OF TAX) LONG-TERM INCENTIVE PAYABLE ON THE FIFTH ANNIVERSARY OF HIS EMPLOYMENT, NOVEMBER 2, 2020. ON DECEMBER 18, 2017, THE ORGANIZATION'S BOARD OF DIRECTORS AMENDED THE TERMS OF THIS LONG TERM INCENTIVE AWARD SO THAT IF MR. PALMIERI'S EMPLOYMENT WITH THE ORGANIZATION IS TERMINATED PRIOR TO NOVEMBER 3, 2020 DUE TO ONE OF THE FOLLOWING TERMINATION EVENTS (AS DEFINED IN THE PALMIERI EMPLOYMENT CONTRACT): (A) A CCA NOTICE TERMINATION, (B) A DEATH OR DISABILITY TERMINATION OR A (C) GOOD REASON TERMINATION, MR. PALMIERI SHALL BE ENTITLED TO RECEIVE A PRO RATA PORTION OF THE LONG-TERM INCENTIVE BENEFIT BASED ON THE NUMBER OF MONTHS HE IS EMPLOYED BY THE ORGANIZATION, INCLUDING THE MONTH OF TERMINATION. AMOUNTS ATTRIBUTABLE TO MR. PALMIERI IN COLUMN C INCLUDE AMOUNTS ACCRUED THROUGH 12/31/17 FOR THIS LONG-TERM INCENTIVE AWARD AS WELL AS $12,150 WHICH REPRESENTS THE ORGANIZATION'S MATCH UNDER ITS 403(B) PLAN AVAILABLE TO ALL EMPLOYEES.
PART II, COLUMN (D)AMOUNTS INCLUDED IN COLUMN D REPRESENT HEALTH AND WELFARE BENEFITS PROVIDED BY THE ORGANIZATION TO THE INDIVIDUALS LISTED ON THIS SCHEDULE. AMOUNTS IN THIS COLUMN ALSO INCLUDE NONTAXABLE TRANSPORTATION BENEFITS FOR DRS. JOHNSON, TISHLER AND AJAYI, MESSRS. MILLER AND TEAGUE, AND MS. MANNING, KETTNER AND MILSTEAD.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS REVIEW THE FORM 990 BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. THE BOARD ALSO REVIEWS THE ORGANIZATION'S FINANCIAL STATEMENTS ON A QUARTERLY BASIS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION HAS A CONFLICTS OF INTEREST POLICY THAT COVERS DIRECTORS AND OFFICERS. ON AN ANNUAL BASIS, THE CONFLICTS OF INTEREST POLICY IS DISTRIBUTED TO THE BOARD ALONG WITH A RELATED QUESTIONNAIRE AND ANNUAL DISCLOSURE STATEMENT. THE QUESTIONNAIRE IS DESIGNED TO IDENTIFY ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. THESE ANNUAL QUESTIONNAIRES AND DISCLOSURE STATEMENTS ARE REVIEWED BY THE GENERAL COUNSEL AND ACTUAL OR POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD OF DIRECTORS. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN ANY DISCUSSION OF, OR VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. IN ADDITION, AT BOARD MEETINGS, INDIVIDUAL DIRECTORS IDENTIFY ACTUAL AND RECUSE THEMSELVES FROM ANY DISCUSSION OR VOTE ON ANY MATTERS BEFORE THE BOARD IN WHICH HE OR SHE MAY HAVE A CONFLICT. THE GENERAL COUNSEL CONTINUALLY MONITORS BOARD AGENDAS AND PROPOSED ACTIONS TO IDENTIFY ACTUAL CONFLICTS OF INTEREST. THE ORGANIZATION ALSO HAS A CORPORATE WIDE CONFLICTS OF INTEREST POLICY THAT REQUIRES REPORTING OF POTENTIAL CONFLICTS AND MANAGEMENT APPROVAL OF CERTAIN TRANSACTIONS, AND PROHIBITS CERTAIN TRANSACTIONS. THESE POLICIES ARE ENFORCED BY THE CHIEF COMPLIANCE OFFICER.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION HAS A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS. THIS COMMITTEE MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING EXECUTIVE COMPENSATION POLICIES AS WELL AS THE COMPENSATION STRUCTURE OF ITS PRESIDENT AND CHIEF EXECUTIVE OFFICER. AMONG OTHER THINGS, THIS COMMITTEE IS RESPONSIBLE FOR ENSURING THAT THE TOTAL COMPENSATION PROVIDED TO EXECUTIVE OFFICERS IS DETERMINED BY A FAIR AND EQUITABLE PROCESS, INFORMED BY CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION, AND IS COMPLIANT WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. IN 2017, THE COMMITTEE RELIED ON COMPENSATION MARKET DATA PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTANT. THE COMMITTEE MET TO REVIEW THE EXECUTIVE COMPENSATION STRUCTURE AND THE CURRENT AND PROPOSED COMPENSATION LEVELS. ALL IN THE CONTEXT OF COMPARABLE MARKET DATA. WITH REGARD TO THE CEO'S COMPENSATION, THE COMMITTEE MET WITHOUT THE CEO PRESENT TO REVIEW THE CEO'S PERFORMANCE AGAINST PRE-ESTABLISHED GOALS AND RECOMMENDED THAT THE BOARD APPROVE THE PAYMENT OF A SHORT TERM INCENTIVE BASED UPON ACHIEVEMENT OF THESE GOALS. IN ADDITION, THE COMMITTEE REVIEWED THE CEO'S BASE SALARY AND OTHER COMPENSATION ELEMENTS AGAINST A MARKET SURVEY PREPARED BY ITS INDEPENDENT COMPENSATION CONSULTANT AND RECOMMENDED AN ADJUSTMENT TO THE CEO'S BASE SALARY FOR 2018 CONSISTENT WITH MERIT INCREASES AVAILABLE TO ALL EMPLOYEES. THE BOARD OF DIRECTORS VOTED TO APPROVE THE COMMITTEE'S RECOMMENDATION. ALL OF THE DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE COMMITTEE AND BOARD.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WINTER STREET VENTURES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 WINTER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
EIN999999999EIN
Primary ActivitiesINVESTMENT ACTIVITIESPrimaryActivitiesTxt
Legal Domicile StateDELegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1COMMONWEALTH CARE ALLIANCE INCBusinessNameLine1Txt

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
BOSTON'S COMMUNITY MEDICAL GROUP INC
30 NORTHAMPTON STREETBOSTONMA02118260100022MEDICAL SERVICEMA501(C)(3)LINE 3COMMONWEALTH CARE ALLIANCE INCYes (1)
COMMONWEALTH CLINICAL ALLIANCEINC
30 WINTER STREETBOSTONMA02108562382058MEDICAL SERVICEMA501(C)(3)LINE 10COMMONWEALTH CARE ALLIANCE INCYes (1)
INSTITUTE FOR ADVANCING CONSUMER CENTERED QUALITY INC
30 WINTER STREETBOSTONMA02108822810261NATIONAL INNOVATION HUB FOR DEVELOPMENT IN THE QUALITY OF CARE AND HEALTHMA501(C)(3)LINE 12A, ICOMMONWEALTH CARE ALLIANCE INCYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
COMMONWEALTH CLINICAL ALLIANCE
M$33,260,202FAIR MARKET VALUE
BOSTON'S COMMUNITY MEDICAL GROUP INC
M$10,919,358FAIR MARKET VALUE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART IV, LINE 33FormAndLineReferenceDesc
ExplanationWINTER STREET VENTURES, LLC WAS CREATED TO ENABLE INVESTMENT DIVERSIFICATION, BUT CCA HAS NOT YET CAPITALIZED OR OPERATED THIS WHOLLY OWNED SUBSIDIARY.ExplanationTxt

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