HARVARD PILGRIM HEALTH CARE FOUNDATION INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HARVARD PILGRIM HEALTH CARE FOUNDATION INC (EIN 04-2708004)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201713199349306451
Schema version
2016v3.1
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)
Return2017-11-15T10:33:30-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 BOULEVARDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGWEN SPENCERPreparerPersonNm
PTINP00641463PTIN
Phone6175305000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address155.201.188.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id04363820173195000009FederalOriginalSubmissionId
Federal Original Submission Id2017-11-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBF1FE25100CDBE53BD0118B5B753D4D4D69E51B4AtSubmissionCreationDeviceId
At Submission Filing Device Id00C87E99527E2332A8997F658CF042F3B5F40496AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$6,380,125GrossReceiptsAmt
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
PY Contributions Grants$6,223,744PYContributionsGrantsAmt
CY Contributions Grants$6,337,206CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$68,407PYInvestmentIncomeAmt
CY Investment Income$42,919CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,292,151PYTotalRevenueAmt
CY Total Revenue$6,380,125CYTotalRevenueAmt
PY Grants And Similar Paid$3,807,583PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,882,248CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,178,221PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,169,146CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,109,673PYOtherExpensesAmt
CY Other Expenses$1,174,220CYOtherExpensesAmt
PY Total Expenses$6,095,477PYTotalExpensesAmt
CY Total Expenses$6,225,614CYTotalExpensesAmt
PY Revenues Less Expenses$196,674PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$154,511CYRevenuesLessExpensesAmt
Total Assets BOY$2,874,723TotalAssetsBOYAmt
Total Assets EOY$2,703,313TotalAssetsEOYAmt
Total Liabilities BOY$502,767TotalLiabilitiesBOYAmt
Total Liabilities EOY$184,985TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,371,956NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,518,328NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,903,557ExpenseAmt
Grant$3,882,248GrantAmt
Revenue$0RevenueAmt
DescHARVARD PILGRIM HEALTH CARE FOUNDATION, INC., (THE FOUNDATION), OPERATES EXCLUSIVELY IN CONNECTION WITH HARVARD PILGRIM HEALTH CARE, INC. IN 2016, 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$5,903,557TotalProgramServiceExpensesAmt
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 (19 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$2,077,902$310,060
RUTH ELLEN FITCH
DIRECTOR2.00.0Yes (X)$0$0$0
ELINOR GOLDBERGLSW
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$24,900$0
PATRICIA A WALRATH
DIRECTOR2.00.0Yes (X)$0$0$0
MARTIN COHEN
DIRECTOR2.00.0Yes (X)$0$0$0
MARIANNE E FELICE MD
DIRECTOR2.00.0Yes (X)$0$0$0
HEIDI BROOKS
DIRECTOR2.00.0Yes (X)$0$0$0
CHARLES DEUTSCHE SCD
DIRECTOR (UNTIL 6/16)2.00.0Yes (X)$0$0$0
THOMAS BOUCHER
DIRECTOR2.00.0Yes (X)$0$0$0
LISA DESISTO
DIRECTOR2.00.0Yes (X)$0$0$0
CHRIS KNOPF
DIRECTOR (AS OF 6/16)2.00.0Yes (X)$0$0$0
LEN FISHMAN
DIRECTOR (AS OF 11/16)2.00.0Yes (X)$0$0$0
KAREN VOCI
PRESIDENT40.00.0Yes (X)$0$243,925$38,500
ELIZABETH CREAVIN
TREASURER5.045.0Yes (X)$0$212,841$50,384
SUZANNE M FINN
CLERK5.045.0Yes (X)$0$138,666$34,924
THOMAS F MALONEY
FORMER CLERK0.050.0$0$274,888$50,324Yes (X)
MICHELLE J CLAYMAN
FORMER TREASURER0.050.0$0$354,396$50,018Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,327,518TotReportableCompRltdOrgAmt
Total Other Compensation$534,210TotalOtherCompensationAmt
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$6,333,505RelatedOrganizationsAmt
All Other Contributions$3,701AllOtherContributionsAmt
Total Contributions$6,337,206TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,919TotalRevenueColumnAmt
Exclusion$42,919ExclusionAmt

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

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
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$6,380,125TotalRevenueColumnAmt
Exclusion$42,919ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,882,248TotalAmt
Program Services$3,882,248ProgramServicesAmt

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$282,392TotalAmt
Program Services$225,914ProgramServicesAmt
Management And General$56,478ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$632,902TotalAmt
Program Services$573,589ProgramServicesAmt
Management And General$59,313ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$253,852TotalAmt
Program Services$221,738ProgramServicesAmt
Management And General$32,114ManagementAndGeneralAmt

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$128,802TotalAmt
Program Services$128,802ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,931TotalAmt
Program Services$21,615ProgramServicesAmt
Management And General$316ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$51,233TotalAmt
Program Services$48,699ProgramServicesAmt
Management And General$2,534ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$36,888TotalAmt
Program Services$35,390ProgramServicesAmt
Management And General$1,498ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$26,342TotalAmt
Program Services$22,558ProgramServicesAmt
Management And General$3,784ManagementAndGeneralAmt

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$794,180$635,344$158,836
VOLUNTEER EVENT EXPENSE$78,928$78,928
BUSINESS EXPENSE$28,337$22,670$5,667
MEMBERSHIPS AND DUES$2,760$2,208$552

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,819TotalAmt
Program Services$3,854ProgramServicesAmt
Management And General$965ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,225,614TotalAmt
Program Services$5,903,557ProgramServicesAmt
Management And General$322,057ManagementAndGeneralAmt
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$155,335BOYAmt
EOY$302,941EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

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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

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BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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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$2,700,907BOYAmt
EOY$2,381,871EOYAmt

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$18,481BOYAmt
EOY$18,501EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,874,723BOYAmt
EOY$2,703,313EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$158,508BOYAmt
EOY$19,071EOYAmt

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

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BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$344,259BOYAmt
EOY$165,914EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$502,767BOYAmt
EOY$184,985EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,371,956BOYAmt
EOY$2,518,328EOYAmt

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$2,371,956BOYAmt
EOY$2,518,328EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,874,723BOYAmt
EOY$2,703,313EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$154,511ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,139NetUnrlzdGainsLossesInvstAmt
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$3,882,248SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$3,882,248SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

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$165,914Amt
FieldValueIRS element (for citing)
Total Liability$165,914TotalLiabilityAmt
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") 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, 2016 AND 2015.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (126 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
AIDS ACTION COMMITTEE OF MASSACHUSETTS
75 ARMORY STBOSTONMA02119222707246501(C)(3)$11,000N/AN/AAIDS PREVENTION PROGRAMS
AMERICAN CANCER SOCIETY
30 SPEEN STREETFRAMINGHAMMA01701131788491501(c)(3)$8,000N/AN/ACANCER DETECTION AND PREVENTION PROGRAMMING
AMERICAN HEART ASSOCIATION
51 US ROUTE 1SCARBOROUGHME04074135613797501(C)(3)$63,150N/AN/AHEART DISEASE PREVENTION AND DETECTION
ARC OF MASSACHUSETTS
PO BOX 541603WALTHAMMA02454042223502501(C)(3)$15,000N/AN/ALIFE SKILLS ASSISTANCE FOR DISABLED
ASSOCIATED INDUSTRIES OF MASS INC
ONE BEACON ST 16 FLBOSTONMA02108041045830501(C)(6)$6,000N/AN/ASMALL BUSINESS ASSOC SUPPORT
BACKYARD GROWERS
269 MAIN STREETGLOUCESTERMA01930743101523501(c)(3)$10,000N/AN/ATO BUILD GARDENS AT OLDER ADULT CENTERS
BASE THE
11 WALNUT PARKROXBURYMA02119461856641501(c)(3)$6,000N/AN/AYOUTH DEVELOPMENT THROUGH BASEBALL
BAY COVE HUMAN SERVICES INC
66 CANAL STREETBOSTONMA02114042518575501(c)(3)$15,000N/AN/AHUMAN SERVICE AND MENTAL HEALTH SUPPORT
BIG SISTER ASSOC OF GREATER BOSTON
20 PARK PLAZA SUITE 1420BOSTONMA02116042150651501(C)(3)$13,250N/AN/APOSITIVE DEVELOPMENT FOR YOUNG GIRLS
BOSTON AREA GLEANERS
240 BEAVER STREETWALTHAMMA02452300434755501(C)(3)$50,000N/AN/AFOOD RECOVERY PROGRAM
BOSTON BUSINESS JOURNAL
COLLECTION CENTER DRCHICAGOIL60693042710233$5,750N/AN/ASUPPORT CHARITABLE COMPANIES PROGRAM
BOSTON CHILDREN'S MUSEUM
308 CONGRESS STREETBOSTONMA02210042103993501(C)(3)$31,200N/AN/APOSITIVE YOUTH DEV. PROGRAMMING
BOSTON CHINATOWN NEIGHBORHOOD CENTER INC
885 WASHINGTON STREETBOSTONMA02111237209691501(C)(3)$5,500N/AN/AGRANTS SUPPORT FOR ARTS PROGRAM
BOSTON CLUB
PO BOX 1126MARBLEHEADMA01945042605110501(C)(7)$9,000N/AN/AWOMENS DEVELOPMENT PROGRAMMING
BOSTON MEDICAL CENTER
801 MASS AVE1ST FLBOSTONMA02118043314093501(C)(3)$11,000N/AN/ASUPPORT HEALTH CARE FOR THOSE IN NEED
BOSTON SENIOR HOME CARE
89 SOUTH STREET SUITE 501BOSTONMA02111042546251501(C)(3)$10,261N/AN/AIMPROVE HEALTHY FOOD ACCESS FOR SENIORS
BOTTOM LINE
500 ARMORY STREET SUITE 3JAMAICA PLAINMA021302775043351427501(C)(3)$6,500N/AN/ACOLLEGE ASSISTANCE FOR AT-RISK YOUTH
BOYS AND GIRLS CLUBS OF BOSTON
50 CONGRESS STREETBOSTONMA02109042103922501(c)(3)$115,050N/AN/AFARM TO FAMILY PROGRAM
BRASS CITY HARVEST
86 BANK STREETWATERBURYCT06703753263005501(C)(3)$44,697N/AN/AINCREASE HEALTHY FOOD FOR LOW INCOME PEOPLE
BROOKWOOD COMMUNITY FARM
PO BOX 870093MILTONMA02187204234872501(c)(3)$6,500N/AN/AHEALTHY FOOD ACCESS FOR OLDER ADULTS
CAREGIVERS INC THE
19 HARVEY ROADBEDFORDNH03110020395429501(c)(3)$10,000N/AN/APROVIDE FOOD FOR OLDER ADULTS
CENTER FOR GRIEVING CHILDREN
555 FOREST AVEPORTLANDME04101010431501501(C)(3)$12,500N/AN/ASUPPORT PROGRAMS FOR CHILDREN GOING THROUGH EMOTIONALLY DIFFICULT TIMES
CENTRAL MAINE MEDICAL CENTER
300 MAIN STREETLEWISTONME04240010211494501(C)(3)$12,500N/AN/ASUPPORT HEALTH SERVICES FOR LOW-INCOME PEOPLE
CITY OF BOSTON
ONE CITY HALL PLAZA ROOM 271BOSTONMA02201043290071115$7,500N/AN/ACOOKING ED PROGRAMS FOR OLDER ADULTS
CITY OF NEW BEDFORD
608 PLEASANT STREETNEW BEDFORDMA02740046001402115$14,548N/AN/AHEALTHY FOOD ACCESS PROGRAMS
CITY YEAR INC
287 COLUMBUS AVEBOSTONMA02116222882549501(c)(3)$30,000N/AN/APROGRAMS TO PREVENT SCHOOL DROP OUTS
CITY YEAR NEW HAMPSHIRE
848 ELM STSUITE 201MANCHESTERNH03101222882549501(C)(3)$32,500N/AN/APROGRAMS TO PREVENT SCHOOL DROP OUTS
COASTLINE ELDERLY SERVICES INC
1646 PURCHASE STREETNEW BEDFORDMA02740042622121501(c)(3)$9,371N/AN/AINCREASE HEALTHY FOOD FOR OLDER ADULTS
COMMUNITY ACTION PROGRAM
2 INDUSTRIAL PARK DRIVE PO BOX 1CONCORDNH03302020270376501(c)(3)$8,820N/AN/AINCREASE HEALTHY FOODS TO OLDER ADULTS
COMMUNITY CONCEPTS INC
240 BATES STREETLEWISTONME04240010424969501(c)(3)$5,500N/AN/AINCREASE HEALTHY FOOD TO OLDER ADULTS
COMMUNITY HARVEST PROJECT INC
37 WHEELER ROADNORTH GRAFTONMA01536043424018501(C)(3)$39,307N/AN/AINCREASE HEALTHY FOOD TO OLDER ADULTS
CONNECTICUT FOOD BANK INC
2 RESEARCH PARKWAYWALLINGFORDCT06492061063025501(C)(3)$40,000N/AN/AINCREASE HEALTHY FOOD TO OLDER ADULTS
CONNECTICUT FORUM INC THE
750 MAIN STREET SUITE 200HARTFORDCT06103061343149510(c)(3)$20,500N/AN/ASPONSORSHIP FOR EDUCATIONAL PROGRAMS
CRADLES TO CRAYONS
155 NORTH BEACON STREETBRIGHTONMA02135043584367501(C)(3)$22,500N/AN/APROGRAMS TO SUPPORT LOW-INCOME CHILDREN
CULTIVATING COMMUNITY
PO BOX 3792PORTLANDME041013116043607322501(C)(3)$49,599N/AN/AINCREASE HEALTHY FOODS TO LOW INCOME PEOPLE
DANA FARBER CANCER INSTITUTE
PO BOX 839EAST DENNISMA02641042263040501(C)(3)$15,235N/AN/ACANCER PREVENTION AND TREATMENT PROGRAMS
DCU CENTER FOR KIDS
220 DONALD LYNCH BLVDMIDDLEBOROUGHMA01752202184636501(c)(3)$10,000N/AN/APROGRAM SPONSORSHIP
DIMOCK CENTER
55 DIMOCK STREETROXBURYMA02119043487835501(C)(3)$72,100N/AN/ASUPPORT FOR ADDICTION SERVICES
DIOCESE OF WORCESTER
49 ELM STREETWORCESTERMA01609042106686501(C)(3)$10,000N/AN/APROGRAMS TO BENEFIT LOW-INCOME FAMILIES
ECOTARIUM
222 HARRINGTON WAYWORCESTERMA01604042105868501(c)(3)$6,000N/AN/ASUPPORT FOR YOUTH EDUCATION PROGRAMS
ELDER SVCS OF MERRIMACK VALLEY INC
280 MERRIMACK STREETLAWRENCEMA01843042545136501(c)(3)$25,000N/AN/AHEALTHY FOOD EDUCATION FOR OLDER ADULTS
ENDOWMENT FOR HEALTH INC
1 PILLSBURY STREET SUITE 301CONCORDNH03301020512290501(c)(3)$10,000N/AN/AGRANT FOR NH HEALTHY FOOD PROGRAMS
ENHANCE ASIAN COMMUNITY ON HEALTH INC
257 NORTHAMPTON STREET UNIT 510BOSTONMA02118472130807501(c)(3)$10,000N/AN/AHEALTHY FOOD EDUCATION FOR OLDER ADULTS
FALMOUTH FOOD PANTRY INC
271 FALMOUTH ROADFALMOUTHME04105264005067501(c)(3)$6,945N/AN/AHEALTHY FOOD EDUCATION FOR OLDER ADULTS
FENWAY HEALTH
1340 BOYLSTON STBOSTONMA02215042510564501(C)(3)$10,500N/AN/ASPONSORSHIP FOR GLBT HEALTH PROGRAMMING
FOUNDATION FOR HEALTHY COMMUNITIES
125 AIRPORT ROADCONCORDNH03301020275078501(C)(3)$15,000N/AN/AGRANT FOR HEALTHY FOOD PROGRAMMING
GATE CITY STRIDERS
PO BOX 3692NASHUANH03061020427572501(C)(3)$9,000N/AN/ASPONSORSHIP OF ANNUAL ROAD RACE
GOOD SHEPHERD FOOD BANK
3121 HOTEL ROAD PO BOX 1807AUBURNME042111807222986809501(c)(3)$11,500N/AN/AHEALTHY FOOD EDUCATION FOR OLDER ADULTS
GRANITE STATE INDEPENDENT LIVING
21 CHENELL DRIVECONCORDNH03301020350170501(c)(3)$8,859N/AN/AHEALTHY FOOD EDUCATION FOR OLDER ADULTS
GRANITE YMCA THE
117 MARKET STREETMANCHESTERNH03101020222248501(c)(3)$10,000N/AN/AMULTI-GENERATIONAL HEALTH FOOD EDUCATION
GREATER BOSTON CHAMBER OF COMMERCE
265 FRANKLIN STREETBOSTONMA021103113041103090501(C)(6)$14,900N/AN/ASPONSORSHIP BUSINESS EDUCATION PROGRAMS
GREATER MANCHESTER CHAMBER OF COMMERCE
54 HANOVER STREETMANCHESTERNH031012000020161920501(C)(6)$5,650N/AN/ASPONSORSHIP OF BUSINESS EDUCATION PROGRAMMING
GREATER NEW HAVEN CHAMBER OF COMMERCE
900 CHAPEL STREET 10TH FLNEW HAVENCT065102811060468900501(c)(6)$6,500N/AN/ASPONSORSHIP OF BUSINESS EDUCATION PROGRAMS
GREEN VILLAGE INITIATIVE INC
325 LAFAYETTE STREET UNIT 9101BRIDGEPORTCT06604271439954501(c)(3)$50,000N/AN/AGRANT TO SUPPORT GARDENING PROGRAMS
GROUNDWORK LAWRENCE INC
60 ISLAND STREETLAWRENCEMA01841043546770501(c)(3)$50,000N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
GROW FOOD NORTHAMPTON INC
245 MAIN STREETNORTHAMPTONMA01060010959428501(C)(3)$50,000N/AN/ATO SUPPORT HEALTHY FOOD ACCESS PROGRAMS
GROWING PLACES GARDEN PROJECT INC
325 LINDELL AVELEOMINSTERMA01453100004885501(C)(3)$50,000N/AN/ATO SUPPORT GARDENING PROGRAMMING
HARTFORD FOOD SYSTEM
ONE CONGRESS STREETHARTFORDCT06114060991880501(C)(3)$40,000N/AN/ATO SUPPORT HEALTHY FOOD ACCESS PROGRAMS
HARTFORD MARATHON FOUNDATION INC
41 SEQUIN DRGLASTONBURYCT06033061415320501(C)(3)$15,000N/AN/ASPONSOR ANNUAL ROAD RACE
HEALTH RESOURCES IN ACTION INC
95 BERKELEY STREET SUITE 208BOSTONMA02116042229839501(c)(3)$40,000N/AN/AGRANT FOR THE NH HEALTHY FOODS PROGRAM
HEALTHY COMMUNITIES OF THE CAPITAL AREA
36 BRUNSWICK AVENUEGARDINERME04345412097383501(C)(3)$50,000N/AN/ASUPPORT FOR FOOD RECOVERY PROGRAMMING
HOME FOR LITTLE WANDERERS
10 GUEST STREETBOSTONMA02135042104764501(c)(3)$11,000N/AN/ASPONSOR LOW-INCOME YOUTH PROGRAMMING
HOPE HOUSE INC
8 FARMHAM STREETBOSTONMA02119042448579501(c)(3)$6,130N/AN/AGRANT TO SUPPORT ADDICTION SERVICES
INSTITUTE FOR FAMILY-OWNED BUSINESS
PO BOX 3364PORTLANDME04104262428220501(c)(3)$7,500N/AN/ASPONSORSHIP OF FAMILY BUSINESS FORUM
JIMMY FUND - DANA FARBER CANCER INSTITUTE
10 BROOLINE PLACE WESTBROOKLINEMA02445042263040501(c)(3)$7,000N/AN/AGRANT SUPPORT FOR CANCER PREVENTION
KLINGBERG FAMILY CENTERS
370 LINWOOD STREETNEW BRITAINCT06052060688316501(c)(3)$6,000N/AN/AHELPING YOUTH WITH SOCIAL/EMOTIONAL DISABILITIES
LAKES REGION PARTNERSHIP FOR PUBLIC HEALTH INC
67 WATER STREETLACONIANH03246202713484501(c)(3)$50,000N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
MAINE FARMLAND TRUST INC
97 MAIN STREETBELFASTME04915010528014501(C)(3)$50,000N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
MAINE QUALITY COUNTS
PO BOX 16MANCHESTERME04351024935972501(C)(3)$25,000N/AN/APROGRAMS TO SUPPORT QUALITY HEALTH CARE
MAINE STATE CHAMBER OF COMMERCE
125 COMMUNITY DRIVE SUITE 101AUGUSTAME043308010010021545501(c)(6)$5,700N/AN/ASPONSOR BUSINESS EDUCATION PROGRAMS
MARCH OF DIMES
112 TURNPIKE ROAD SUIT 102WESTBOROUGHMA01581131846366501(c)(3)$7,500N/AN/ASUPPORT BIRTH DEFECTS PREVENTION
MARION INSTITUTE INC THE
202 SPRING STREETMARIONMA02738043206583501(c)(3)$29,095N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
MARY HITCHCOCK MEMORIAL HOSPITAL
ONE MEDICAL CENTER DRIVELEBANONNH03756020222140501(c)(3)$10,000N/AN/APROGRAMS SUPPORTING LOW-INCOME PATIENTS
MASSACHUSETTS HEALTH QUALITY PARTNERS
42 PLEASANT STREET STE 3WATERTOWNMA02472043542817501(c)(3)$10,000N/AN/ASPONSORSHIP OF QUALITY HEALTH PROGRAMS
MASSACHUSETTS WOMENS POLITICAL CAUCUS
89 SOUTH STREETBOSTONMA02111042738443501(c)(3)$12,500N/AN/ASPONSOR WOMEN'S ADVOCACY PROGRAMMING
METROHARTFORD ALLIANCE
31 PRATT STREET 5TH FLRHARTFORDCT06103061614518501(C)(6)$11,500N/AN/ASPONSOR ECONOMIC ADVANCEMENT PROGRAMS
MILFORD REGIONAL HEALTHCARE FOUNDATION
14 PROSPECT STREETMILFORDMA01757200773697501(c)(3)$15,000N/AN/AHEALTH PROGRAMS FOR LOW-INCOME POPULATIONS
MILL CITY GROWS
PO BOX 7133LOWELLMA01852472096070501(C)(3)$50,500N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
MUSEUM OF SCIENCE
SCIENCE PARKBOSTONMA021141099042103916501(C)(3)$50,000N/AN/ASPONSORSHIP OF SCIENCE EDUCATION PROGRAMS
NATIONAL MULTIPLE SCLEROSIS SOCIETY
101A FIRST AVEWALTHAMMA02451042178884501(c)(3)$6,500N/AN/AGRANT SUPPORT FOR MS RESEARCH
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVEBOSTONMA02120042103612501(C)(3)$10,000N/AN/ASPONSORSHIP OF HEALTH PROGRAMS
NEW ENGLAND COUNCIL
98 NORTH WASHINGTON STBOSTONMA02114041661090501(C)(6)$41,697N/AN/AREGIONAL BUSINESS DEVELOPMENT EDUCATION
NEW ENGLAND VETERANS LIBERTY HOUSE
599 CANAL STREETLAWRENCEMA01841455239196501(c)(3)$10,000N/AN/ASUPPORT HEALTHY FOOD FOR VETERANS
NEW HAVEN FARMS
PO BOX 8953NEW HAVENCT06532451794893501(C)(3)$50,000N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
OLD COLONY YMCA PLYMOUTH
320 MAIN STREETBROCKTONMA02301042125014501(c)(3)$11,000N/AN/ASUPPORT HEALTHY FOODS FOR OLDER ADULTS
PAN MASS CHALLENGEJIMMY FUND
77 FOURTH AVENEEDHAMMA02494042746912501(c)(3)$5,500N/AN/AGRANTS FOR CANCER PREVENTION PROGRAMS
PARTNERS FOR A HEALTHIER COMMUNITY INC
PO BOX 1228FALL RIVERMA02722043409125501(c)(3)$10,000N/AN/ASUPPORT HEALTHY FOODS FOR OLDER ADULTS
PORTLAND REGIONAL CHAMBER OF COMMERCE
433 CONGRESS STREETPORTLANDME04101010043280501(c)(6)$10,000N/AN/ASPONSORSHIP OF BUSINESS EDUCATION PROGRAMS
RANDOLPH BOARD OF HEALTH
1 TURNER LANDRANDOLPHMA02368046001275115$10,000N/AN/ASUPPORT HEALTHY FOODS FOR OLDER ADULTS
REGIS COLLEGE
235 WELLESLEY STWESTONMA024931571042104451501(C)(3)$12,500N/AN/ASPONSORSHIP OF HEALTH LECTURE SERIES
RELIANT MEDICAL GROUP FOUNDATION
100 FRONT STREETWORCESTERMA01608222912515501(C)(3)$17,000N/AN/APROGRAMS BENEFITTING LOW INCOME POPULATIONS
RIVERSIDE COMMUNITY CARE
450 WASHINGTON STDEDHAMMA02026043097170501(C)(3)$5,500N/AN/ASUPPORT FOR MENTAL HEALTH PROGRAMS
ROCKPORT MUSIC
37 MAIN STREETROCKPORTMA01966222479696501(C)(3)$5,050N/AN/ASUPPORT FOR MUSIC EDUCATION PROGRAMS
ROSIES PLACE
889 HARRISON AVENUEBOSTONMA02118042582187501(C)(3)$13,150N/AN/ASUPPORT FOR HOMELESS PREVENTION PROGRAMS
ROXBURY TENANTS OF HARVARD ASSOC INC
11 NEW WHITNEY STREETBOSTONMA02115042555987501(c)(3)$9,487N/AN/ASUPPORT HEALTHY FOODS FOR OLDER ADULTS
SAINT ANSELM COLLEGE
100 SAINT ANSELM DRIVEMANCHESTERNH031021310020222182501(c)(3)$10,000N/AN/ASUPPORT FOR EDUCATIONAL PROGRAMS
SALVATION ARMY
PO BOX 3575PORTLANDME041043575010211556501(C)(3)$7,500N/AN/ASUPPORT FOR LOW-INCOME PROGRAMS
SAMARITANS INC
41 WEST STREET 4TH FLOORBOSTONMA02111042643466501(c)(3)$5,500N/AN/ASUPPORT FOR SUICIDE PREVENTION PROGRAMS
SCHWARTZ CTR FOR COMPASSIONATE CARE
PO BOX 417597BOSTONMA02241041564655501(C)(3)$50,000N/AN/ASPONSOR SUPPORTIVE HEALTH CARE PROGRAMS
SEACOAST EAT LOCAL INC
PO BOX 1590PORTSMOUTHNH03833452547575501(c)(3)$40,000N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
SENIORPLUS
8 FALCON ROADLEWISTONME04240010317103501(c)(3)$10,000N/AN/ASUPPORT HEALTHY FOODS FOR SOMALI OLDER ADULTS
SEWA INTERNATIONAL INC
38 HEMINGWAY STREETSHREWSBURYMA01545200638718501(c)(3)$5,200N/AN/ASPONSORSHIP OF RESCUE AND RELIEF PROGRAMMING
SPECTRUM GENERATIONS
PO BOX 2589AUGUSTAME04338010318051501(c)(3)$10,000N/AN/ASUPPORT HEALTHY FOODS FOR OLDER ADULTS
ST JOSEPH HOSPITAL
172 KINSLEY STREETNASHUANH03061010212435501(c)(3)$10,625N/AN/ASPONSORSHIP OF HEALTH PROGRAMS FOR LOW-INCOME PATIENTS
ST MARY'S REGIONAL MEDICAL CTR
PO BOX 7291LEWISTONME04243010211551501(C)(3)$60,000N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
STRENGTHEN ORLANDO INC
400 S ORANGE AVEORLANDOFL32801271964941501(c)(3)$6,126N/AN/ASUPPORT FOR LGBT PROGRAMS
TAMWORTH COMMUNITY NURSE ASSOCIATION INC
84 MAIN STREETTAMWORTHNH03886020235235501(C)(3)$28,175N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
THE OPEN DOOR
28 EMERSON AVEGLOUCESTERMA01930222513482501(c)(3)$10,550N/AN/ASUPPORT HEALTHY FOODS FOR OLDER ADULTS
THEATRE OFFENSIVE THE
565 BOYLSTON STREET 3RD FLBOSTONMA02216043039900501(c)(3)$15,000N/AN/ASUPPORT LGBT THEATRE PROGRAMMING
THIRD SECTOR NEW ENGLAND INC
89 SOUTH STREET SUITE 700BOSTONMA02111042261109501(C)(3)$50,833N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
TOWN OF LANCASTER
695 MAIN STREETLANCASTERMA01523046001194115$10,000N/AN/ASUPPORT HEALTHY FOODS FOR OLDER ADULTS
UMASS MEMORIAL FOUNDATION INC
333 SOUTH STREETSHREWSBURYMA01545043108190501(c)(3)$22,250N/AN/ASUPPORT FOR HEALTH CARE PROGRAMS
UNITED WAY OF CENTRAL MASSACHUSETTS
484 MAIN STREET SUITE 300WORCESTERMA01608042104017501(c)(3)$9,750N/AN/ASUPPORT FOR HUMAN SERVICE ORGANIZATIONS
UNITED WAY OF NEW ENGLAND
51 SLEEPER STREETBOSTONMA02210042382233501(c)(3)$8,000N/AN/ASUPPORT FOR HUMAN SERVICE ORGANIZATIONS
UNIVERSITY OF MASSACHUSETTS BOSTON
100 MORRISSEY BLVDBOSTONMA02125043167352501(c)(3)$300,750N/AN/ASUPPORT FOR LOW-INCOME STUDENT EDUCATION PROGRAMS
VIETNAMESE AMERICAN INSTITUTE FOR DEVELOP
42 CHARLES STREETBOSTONMA02112043289039501(C)(3)$15,000N/AN/AHEALTH CARE PROGRAMS FOR VIETNAMESE POPULATION
VISION INC
8 VINE BROOK ROADLEXINGTONMA02421201344017501(c)(3)$15,000N/AN/ASUPPORT PROGRAMS FOR VISUALLY IMPAIRED
WELLSPRING MULTI-SERVICE CENTER
814 NANTASKET AVENUEHULLMA02045042969215501(c)(3)$10,000N/AN/ASUPPORT HEALTHY FOODS FOR OLDER ADULTS
WOLFES NECK FARM FOUNDATION
184 BURNETT ROADFREEPORTME04032222586116501(C)(3)$50,000N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
WOMENS RURAL ENTREPRENURIAL NETWORK
PO BOX 331BETHLEHEMNH03574020492339501(C)(3)$39,330N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
WORCESTER COUNTY FOOD BANK
474 BOSTON TURNPIKE ROADSHREWSBURYMA01545043071457501(c)(3)$8,500N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
WORCESTER FIREFIGHTERS 6K
87 MARK BRADFORD DRHOLDENMA01520200329974501(C)(3)$6,000N/AN/ASUPPORT FIRE FIGHTER EDUCATION
WORCESTER PUBLIC LIBRARY FOUNDATION
3 SALEM SQUAREWORCESTERMA01608200066770501(c)(3)$14,723N/AN/AGRANT TO SUPPORT ELEMENTARY EDUCATION
YALE UNIVERSITY
135 COLLEGE STREET SUITE 210NEW HAVENCT06510060646973501(c)(3)$17,500N/AN/ASUPPORT OPIOD PREVENTION RESEARCH
YOU AND MAINE
93 FALMOUTH RDFALMOUTHME04105128601350$6,000N/AN/AROAD RACE SPONSORSHIP
YWCA GREATER NEWBURYPORT
13 MARKET STREETNEWBURYPORTMA01950042123678501(C)(3)$50,000N/AN/ASUPPORT HEALTHY FOOD ACCESS PROGRAMMING
FieldValueIRS element (for citing)
Total501c3 Org115Total501c3OrgCnt
Total Other Org11TotalOtherOrgCnt

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 (6 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$956,950$0$1,098,050$0$22,902$0$283,700$0$26,360$0$2,387,962$0$639,600
KAREN VOCI
PRESIDENT$0$183,778$0$39,750$0$20,397$0$16,531$0$21,969$0$282,425$0$0
ELIZABETH CREAVIN
TREASURER$0$186,862$0$24,750$0$1,229$0$16,743$0$33,641$0$263,225$0$0
SUZANNE M FINN
CLERK$0$137,348$0$900$0$418$0$9,488$0$25,436$0$173,590$0$0
THOMAS F MALONEY
FORMER CLERK$0$227,218$0$45,531$0$2,139$0$21,200$0$29,124$0$325,212$0$0
MICHELLE J CLAYMAN
FORMER TREASURER$0$286,743$0$62,043$0$5,610$0$18,065$0$31,953$0$404,414$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE FOUNDATION RELIED ON HARVARD PILGRIM HEALTH CARE, INC. (HPHC, INC.), A RELATED ORGANIZATION OF THE FOUNDATION, TO ESTABLISH ITS PRESIDENT AND EXECUTIVE DIRECTORS 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 HARVARD PILGRIM HEALTH CARE FOUNDATION, INC., ADOPTED A LONG-TERM INCENTIVE PLAN FOR ITS CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, CHIEF INFORMATION OFFICER, CHIEF INNOVATION AND STRATEGY OFFICER, AND CHIEF HUMAN RESOURCES OFFICER FOR 2013-2015 AND FOR 2016-2018. THE PLANS ARE 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 THESE PLANS MAY OR MAY NOT BE PAID TO THE EXECUTIVES BASED ON THE ACTUAL RESULTS OF THE PERFORMANCE MEASURES AS DETERMINED AT THE END OF THE APPLICABLE THREE YEAR PERIOD. THE FOLLOWING INDIVIDUAL WAS PAID THE FOLLOWING AMOUNT FROM THE 2013-2015 PLAN DURING CALENDAR YEAR 2016: ERIC H. SCHULTZ - $639,600 SCHEDULE J, PART II, COLUMN F COMPENSATION REPORTED AS DEFERRED IN PRIOR FORM 990 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER HPHCS 2016 2018 LONG TERM INCENTIVE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED WERE PAID OUT IN CALENDAR YEAR 2016 FOR HPHCS 2013-2015 LONG-TERM INCENTIVE PLAN ARE REPORTED IN COLUMN (B) (III) AND IN COLUMN (F).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 Foundaton provides the tools, training and leadership to help build healthy communities throughout Connecticut, Maine, Massachusetts, and New Hampshire. In 2016, 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 $140 million in funds and resources throughout the four states. $1.4 million of the $3.9 million in grants went to the Foundation's Healthy Food Fund initiatives within the region during 2016. 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 CONFLICT 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)9NAfalse
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 (6 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)
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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