NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NORTHEAST PROFESSIONAL REGISTRY OF NURSES INC (EIN 20-1287349)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-14
- IRS object ID
- 201712269349301636
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T12:21:43-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201287349 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST PROFESSIONAL REGISTRY OF NURSES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TIMOTHY O'CONNOR | InCareOfNm |
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 9789223000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Cummings Center Suite 266U | AddressLine1Txt |
| City | Beverly | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY O'CONNOR | PersonNm |
| Person Title | EVP, CFO & Treasurer | PersonTitleTxt |
| Phone | 9789223000 | PhoneNum |
| Signature | 2017-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY ROGERS | PreparerPersonNm |
| PTIN | P01074284 | PTIN |
| Phone | 6174220700 | PhoneNum |
| Preparation | 2017-05-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HOWARD R GRANT JD MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,678,066 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE FACILITY AND HOME-BASED HEALTHCARE, INCLUDING SKILLED NURSING AND HOME HEALTH AIDES, TO THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 254 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,886,922 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,688,874 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$7,451 | PYInvestmentIncomeAmt |
| CY Investment Income | -$10,808 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,879,471 | PYTotalRevenueAmt |
| CY Total Revenue | $13,678,066 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,874,149 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,466,390 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,606,443 | PYOtherExpensesAmt |
| CY Other Expenses | $2,361,964 | CYOtherExpensesAmt |
| PY Total Expenses | $12,480,592 | PYTotalExpensesAmt |
| CY Total Expenses | $13,828,354 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $398,879 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$150,288 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,329,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,331,837 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,048,601 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,201,707 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,280,418 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,130,130 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE FACILITY AND HOME-BASED HEALTHCARE, INCLUDING SKILLED NURSING AND HOME HEALTH AIDES, TO THE RESIDENTS OF THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,100,166 | ExpenseAmt |
| Revenue | $13,688,874 | RevenueAmt |
| Desc | HOME-BASED HEALTHCARE, INCLUDING SKILLED NURSING AND HOME HEALTH AIDE SERVICES. | Desc |
| Total Program Service Expenses | $12,100,166 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 254 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY O'CONNOR | PersonNm |
| Phone | 7817445100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 MALL ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01805 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Howard R Grant JD MD | |||||||||
| Trustee/Officer/President &CEO | 1.0 | 50.0 | Yes (X) | Yes (X) | $0 | $1,264,853 | $376,483 | ||
| Timothy O'Connor | |||||||||
| Trustee/Officer/EVP CFO & Trea | 1.0 | 50.0 | Yes (X) | Yes (X) | $0 | $676,721 | $183,875 | ||
| David G Spackman | |||||||||
| Trustee/Officer/SVP Gov Affair | 1.0 | 50.0 | Yes (X) | Yes (X) | $0 | $509,537 | $50,683 | ||
| Julianne Thurlow | |||||||||
| TRUSTEE | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| HEATON ROBERTSON | |||||||||
| TRUSTEE THROUGH 11/19/15 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| bruce a metz | |||||||||
| SVP chief info officer | 1.0 | 40.0 | $0 | $442,784 | $32,447 | Yes (X) | |||
| elizabeth p conrad | |||||||||
| Svp chief hr officer | 1.0 | 40.0 | $0 | $359,246 | $56,119 | Yes (X) | |||
| jennifer c gizmunt | |||||||||
| svp coo lh senior care | 1.0 | 40.0 | $0 | $246,809 | $26,835 | Yes (X) | |||
| deborah costello | |||||||||
| executive director ne home | 1.0 | 40.0 | $0 | $169,134 | $2,505 | Yes (X) | |||
| David Reis phd | |||||||||
| SVP Chief Info Officer | 1.0 | 40.0 | $0 | $261,509 | $20,142 | Yes (X) | |||
| suzanne olszak | |||||||||
| rn weekend coordinator | 40.0 | $155,445 | $0 | $26,823 | Yes (X) | ||||
| cynthia ring | |||||||||
| RN Case Manager | 40.0 | $151,360 | $0 | $1,913 | Yes (X) | ||||
| Rachel Mangiacotti | |||||||||
| Clinical Manager | 40.0 | $119,530 | $0 | $20,515 | Yes (X) | ||||
| kathleen ruane | |||||||||
| Dir Quality & Compliance | 40.0 | $121,055 | $0 | $51 | Yes (X) | ||||
| Jenna Tarara | |||||||||
| Dir Homecare | 40.0 | $114,482 | $0 | $27,343 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $661,872 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,930,593 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $825,734 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | None - See Schedule O | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Net Patient Service Revenue | 621400 | $13,568,821 | $13,568,821 |
| Other Patient Revenues | 621400 | $120,053 | $120,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,688,874 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,808 | TotalRevenueColumnAmt |
| Exclusion | -$10,808 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,678,066 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,688,874 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$10,808 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,683,400 | TotalAmt |
| Program Services | $8,962,403 | ProgramServicesAmt |
| Management And General | $720,997 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,788 | TotalAmt |
| Program Services | $124,752 | ProgramServicesAmt |
| Management And General | $10,036 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $951,531 | TotalAmt |
| Program Services | $880,683 | ProgramServicesAmt |
| Management And General | $70,848 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,671 | TotalAmt |
| Program Services | $644,799 | ProgramServicesAmt |
| Management And General | $51,872 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,394 | TotalAmt |
| Program Services | $157,493 | ProgramServicesAmt |
| Management And General | $65,901 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,061 | TotalAmt |
| Management And General | $10,061 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,822 | TotalAmt |
| Program Services | $129,578 | ProgramServicesAmt |
| Management And General | $53,244 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,861 | TotalAmt |
| Program Services | $91,286 | ProgramServicesAmt |
| Management And General | $33,575 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,279 | TotalAmt |
| Program Services | $17,663 | ProgramServicesAmt |
| Management And General | $12,616 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,050 | TotalAmt |
| Program Services | $194,509 | ProgramServicesAmt |
| Management And General | $71,541 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,568 | TotalAmt |
| Program Services | $75,520 | ProgramServicesAmt |
| Management And General | $52,048 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,246 | TotalAmt |
| Program Services | $3,246 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMINISTRATIVE & GENERAL | $881,017 | $403,634 | $477,383 |
| MEDICAL SUPPLIES | $198,844 | $198,844 | |
| GENERAL SUPPLY & SERVICES | $313,822 | $215,756 | $98,066 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,828,354 | TotalAmt |
| Program Services | $12,100,166 | ProgramServicesAmt |
| Management And General | $1,728,188 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,764,792 | BOYAmt |
| EOY | $1,591,722 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,920,882 | BOYAmt |
| EOY | $2,216,383 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,346 | BOYAmt |
| EOY | $20,839 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $924,617 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $693,757 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,380 | BOYAmt |
| EOY | $230,860 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $409,619 | BOYAmt |
| EOY | $272,033 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,329,019 | BOYAmt |
| EOY | $4,331,837 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,694,244 | BOYAmt |
| EOY | $1,902,375 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,354,357 | BOYAmt |
| EOY | $299,332 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,048,601 | BOYAmt |
| EOY | $2,201,707 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,280,418 | BOYAmt |
| EOY | $2,130,130 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,280,418 | BOYAmt |
| EOY | $2,130,130 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,329,019 | BOYAmt |
| EOY | $4,331,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$150,288 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,964,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,443,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,746,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,886,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,688,874 | CurrentTaxYearAmt |
| Total | $57,730,235 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,964,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,443,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,746,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,886,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,688,874 | CurrentTaxYearAmt |
| Total | $57,730,235 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $57,730,235 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,964,784 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,443,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,746,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,886,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,688,874 | CurrentTaxYearAmt |
| Total | $57,730,235 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1.00000 | PublicSupportCY509Pct |
| Public Support PY509 | 1.00000 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $924,617 | OtherCostOrOtherBasisAmt |
| Depreciation | $693,757 | DepreciationAmt |
| Book Value | $230,860 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $230,860 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATE | $101,670 |
| OTHER ASSETS | $159,356 |
| OTHER RECEIVABLES | $11,007 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $272,033 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $252,347 |
| ESTIMATED SETTLEMENTS WITH THIRD PARTY PAYERS | $46,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $299,332 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Howard R Grant JD MD | ||||||||||||
| Trustee/Officer/President &CEO | $0 | $991,853 | $0 | $231,000 | $0 | $42,000 | $0 | $345,387 | $0 | $31,096 | $0 | $1,641,336 |
| Timothy O'Connor | ||||||||||||
| Trustee/Officer/EVP CFO & Trea | $0 | $549,361 | $0 | $103,360 | $0 | $24,000 | $0 | $156,600 | $0 | $27,275 | $0 | $860,596 |
| David G Spackman | ||||||||||||
| Trustee/Officer/SVP Gov Affair | $0 | $387,777 | $0 | $101,365 | $0 | $20,395 | $0 | $28,978 | $0 | $21,705 | $0 | $560,220 |
| bruce a metz | ||||||||||||
| SVP chief info officer | $358,305 | $34,825 | $49,654 | $28,978 | $3,469 | $475,231 | ||||||
| elizabeth p conrad | ||||||||||||
| Svp chief hr officer | $309,316 | $28,000 | $21,930 | $28,978 | $27,141 | $415,365 | ||||||
| jennifer c gizmunt | ||||||||||||
| svp coo lh senior care | $208,434 | $19,975 | $18,400 | $0 | $26,835 | $273,644 | ||||||
| deborah costello | ||||||||||||
| executive director ne home | $153,890 | $3,200 | $12,044 | $0 | $2,505 | $171,639 | ||||||
| suzanne olszak | ||||||||||||
| rn weekend coordinator | $144,097 | $500 | $10,848 | $0 | $26,823 | $182,268 | ||||||
| cynthia ring | ||||||||||||
| RN Case Manager | $135,071 | $2,225 | $14,064 | $0 | $1,913 | $153,273 | ||||||
| David Reis phd | ||||||||||||
| SVP Chief Info Officer | $234,663 | $9,680 | $17,166 | $18,621 | $1,521 | $281,651 | ||||||
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | The Organization maintains a 457F non-qualified deferred compensation plan for certain physicians, executive management and defined medical staff. The plan offers participating employees an annual deferral of compensation in addition to their salaries. For the current period, the following INDIVIDUALS participated in the 457F non-qualified deferred compensation PLAN. HOWARD R. GRANT, J.D., M.D. $220,000 TIMOTHY O'CONNOR $121,600 |
| PART I, LINE 7 | The non-fixed payment bonuses reported in Schedule J, Part II, column (b)(ii) are determined by an independent compensation committee, which includes a group of trustees. In a subjective manner, the committee takes into account the achievements of both the organization and the individual to determine the appropriate amount of such bonuses, which include, but not limited to, the organization meeting its corporate goals (including net income) and quality measures (such as patient satisfaction and quality of CARE). |
| FORM 990, PART VII AND SCHEDULE J, PART II | THE ORGANIZATION AND ITS RELATED ORGANIZATIONS DO NOT COMPENSATE ANY TRUSTEE IN THEIR CAPACITY AS A TRUSTEE. ALL COMPENSATION PAID IS FOR WORK PERFORMED IN THE EMPLOYEE'S JOB TITLE, WHICH IS LISTED ON FORM 990, PART VII DIRECTLY FOLLOWING THE TITLE OF "TRUSTEE". |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 4 | LAHEY HEALTH SYSTEM, INC. IS IN CONTACT WITH FEDERAL AND STATE LEGISLATORS REGARDING HEALTH CARE REFORM ISSUES THAT WOULD POTENTIALLY HAVE AN IMPACT ON THE ORGANIZATION AND ITS RELATED ORGANIZATIONS. |
| FORM 990, PART IV, LINE 11F AND SCHEDULE D, PART X, LINE 1 | THE ORGANIZATION'S FINANCIAL STATEMETNTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 |
| FORM 990, PART VI, SECTION A, LINE 6, 7A, & 7B | EFFECTIVE MAY 1, 2012, LAHEY CLINIC FOUNDATION, INC. AND NORTHEAST HEALTH SYSTEM, INC. MERGED AND ESTABLISHED A NEW ORGANIZATION, LAHEY HEALTH SYSTEM, INC. ("LHS"), TO SERVE AS THE PARENT OF EACH AND THE HEALTH SYSTEM. ON JULY 1, 2014, LHS AND WINCHESTER HEALTHCARE MANAGEMENT, INC ENTERED INTO AN AFFILIATION. THE SOLE CORPORATE MEMBER OF THE REPORTING ORGANIZATION IS LAHEY HEALTH SYSTEM, INC. THE REPORTING ORGANIZATIONS MEMBER HAS, WITH RESPECT TO THE REPORTING ORGANIZATION, THE RIGHT TO EXERCISE ALL POWERS CONFERRED ON MEMBERS OF THE NON-PROFIT CORPORATIONS UNDER MASSACHUSETTS GENERAL LAWS CHAPTER 180, INCLUDING, WITHOUT LIMITATION, POWERS WITH RESPECT TO THE FOLLOWING: (A) APPOINTMENT AND REMOVAL OF MEMBERS OF BOARD OF TRUSTEES; (B) AMENDMENT OF THE ARTICLES OF ORGANIZATION; (C) AMENDENT OF THE BY-LAWS; (D) THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATIONS ASSETS; AND (E) THE MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION. THE ARTICLES OF INCORPORATION OF THE REPORTING ORGANIZATION WERE AMENDED JULY 1, 2014 AND THE BY-LAWS WERE AMENDED ON JULY 1, 2014 TO REFLECT THE AFOREMENTIONED CHANGES. |
| FORM 990, PART VI, SECTION B, LINE 11: | MANAGEMENT PREPARED THE IRS FORM 990 ALONG WITH INDEPENDENT TAX CONSULTANTS WHO SIGN THE RETURN AS A PAID PREPARER. PRIOR TO THE FILING DATE, A DRAFT OF THE IRS FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES VIA A SECURED WEBSITE. IN ADDITION, THE FINAL FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES VIA THE SAME SECURED WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, TRUSTEES, KEY EMPLOYEES, PHYSICIANS, AND MANAGEMENT EMPLOYEES AT ALL LEVELS, ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE LHS CORPORATE COMPLIANCE DEPARTMENT MONITORS AND REVIEWS EACH DISCLOSURE FOR COMPLIANCE WITH THE CONFLICT OF INTEREST THROUGH DISCLOSURE SOFTWARE, TRAINING, AND INDIVIDUAL REVIEWS WITH PHYSICIANS, KEY EMPLOYEES, AND MANAGERS. DEPENDING ON THE CONFLICT OF INTEREST, A PERSON COULD BE ASKED TO NOT PARTICIPATE IN DECISIONS MADE ON BEHALF OF LAHEY HEALTH SYSTEMS, INC AND AFFILIATES; A PERSON MAY BE TOLD THEY CANNOT BE A PRINCIPAL INVESTIGATOR ON A RESEARCH STUDY; A PERSON MAY BE TOLD THEY CANNOT PERFORM THE TASK THAT CREATES THE CONFLICT; A PERSON COULD BE ASKED TO REMOVE THEMSELVES FROM A COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 14 | LAHEY HEALTHY SYSTEM, INC. AND AFFILIATES HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY KNOWN AS THE "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS". THE REVISED "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS" POLICY WAS APPROVED BY THE MEDICAL PRACTICE AND UTILIZATION COMMITTEE ON JULY 26 2012. |
| FORM 990, PART VI, SECTION B, LINE 15 | INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES COMPRISE THE COMPENSATION COMMITTEE. THE COMMITTEE SETS THE COMPENSATION AND BENEFITS FOR THE CEO AND ALSO REVIEWS AND APPROVES RECOMMENDATIONS FOR THE COMPENSATION AND BENEFITS FOR THE DISQUALIFIED INDIVIDUALS AND OTHERS. THE COMMITTEE SEEKS THE ADVICE OF THE EXTERNAL COMPENSATION CONSULTANTS. COMPARABILITY DATA IS PROVIDED, ANALYZED, AND DOCUMENTATED BY THE EXTERNAL CONSULTANTS. THE LHS SENIOR VP AND CHIEF HUMAN RESOURCES OFFICER PROVIDES THE COMMITTEE WITH ANY REQUESTED INFORMATION. THE COMMITTEE MET SEVERAL TIMES THIS YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND OTHER COMPLIANCE POLICIES ARE MADE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE. IN ADDITION, THE ORGANIZATION PRESENTS FINANCIAL INFORMATION TO THE PUBLIC AS AN ATTACHMENT TO ITS MASSACHUSETTS OFFICE OF THE ATTORNEY GENERAL FORM PC. |
| FORM 990 PART VII, SECTION A: | NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. AND ITS RELATED ORGANIZATIONS DO NOT COMPENSATE ANY TRUSTEE IN THEIR CAPACITY AS A TRUSTEE. ALL COMPENSATION PAID IS FOR WORK PERFORMED IN THE EMPLOYEE'S JOB TITLE, WHICH IS LISTED ON FORM 990, PART VII, DIRECTLY FOLLOWING THE TITLE OF "TRUSTEE". |
| FORM 990, PART VII, SECTION B, LINE 1 & 2: | LAHEY HEALTH SHARED SERVICES, INC. ("LHSS") COMPENSATES (PRCOESSES PAYMENT) ALL INDEPENDENT CONTRACTORS (VENDORS) ON BEHALF OF THE LAHEY HEALTH SYSTEM, INC. FAMILY OF ORGANIZATIONS. UNDER ITS TAX ID NUMBER, LHSS ISSUES FORM 1099 TO THE INDEPENDENT CONTRACTORS. IN ADDITION, IT SUBMITS THE SAME INFORMATION TO THE INTERNAL REVENUE SERVICE. THE LAHEY HEALTH SYSTEM INC. FAMILY OF ORGANIZATIONS REIMBUSES LHSS FOR ALL VENDOR PAYMENTS MADE EITHER DIRECTLY OR INDIRECTLY ON THEIR BEHALF. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lahey health system inc | |||||||||||
| 41 MALL RD | BURLINGTON | MA | 01805 | 611665701 | SUPPORT | MA | 501(C)(3) | 11C | N/A | false | |
| Lahey Clinic Foundation Inc | |||||||||||
| 41 MALL RD | BURLINGTON | MA | 01805 | 042323457 | Support | MA | 501(C)(3) | 7 | false | LHS | |
| LAHEY CLINIC HOSPITAL INC | |||||||||||
| 41 MALL RD | BURLINGTON | MA | 01805 | 042704686 | HEALTHCARE | MA | 501(C)(3) | 3 | false | LCF | |
| LAHEY CLINIC INC | |||||||||||
| 41 MALL RD | BURLINGTON | MA | 01805 | 042704683 | HEALTHCARE | MA | 501(C)(3) | 9 | false | LCF | |
| LAHEY HEALTH SHARED SERVICES INC | |||||||||||
| 41 MALL RD | BURLINGTON | MA | 01805 | 043178972 | ADMIN SUPPORT | MA | 501(C)(3) | 9 | false | LHS | |
| LAHEY PHYSICIAN COMMUNITY ORGANIZATION I | |||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 472248298 | HEALTHCARE | MA | 501(C)(3) | 11A | false | LHS | |
| WINCHESTER HEALTHCARE MANAGEMENT INC | |||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 222701817 | MGMT SERVICES | MA | 501(C)(3) | 11A | false | LHS | |
| WINCHESTER HOSPITAL FOUNDATION INC | |||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 043399570 | SUPPORT | MA | 501(C)(3) | 11A | false | WHM | |
| WINCHESTER HOSPITAL | |||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 042104434 | HEALTHCARE | MA | 501(C)(3) | 3 | false | WHM | |
| WINCHESTER COMMUNITY ACCT CARE Org | |||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 223137856 | ACO | MA | 501(C)(3) | 11A | false | WHM | |
| VISITING NURSE ASSOC OF MIDDLESEX-EAST | |||||||||||
| 607 NORTH AVENUE | WAKEFIELD | MA | 01880 | 046151873 | HEALTHCARE | MA | 501(C)(3) | 9 | false | LHS | |
| COMMUNITY CARE INC | |||||||||||
| 607 NORTH AVENUE | WAKEFIELD | MA | 01880 | 900396973 | HEALTHCARE | MA | 501(C)(3) | 9 | false | LHS | |
| NORTHEAST HOSPITAL CORPORATION | |||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042121317 | HEALTHCARE | MA | 501(C)(3) | 3 | false | LHS | |
| NORTHEAST MEDICAL PRACTICE | |||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043201853 | HEALTHCARE | MA | 501(C)(3) | 9 | false | NHC | |
| NORTHEAST BEHAVIORAL HEALTH CORPORATION | |||||||||||
| 199 ROSEWOOD DRIVE SUITE 250 | DANVERS | MA | 01923 | 042777145 | HEALTHCARE | MA | 501(C)(3) | 7 | false | LHS | |
| HES HOUSING SERVICES INC | |||||||||||
| 199 ROSEWOOD DRIVE SUITE 250 | DANVERS | MA | 01923 | 223232914 | HUD HOUSING | MA | 501(C)(3) | 9 | false | NBH | |
| CAB HEALTH & RECOVERY SERVICES INC | |||||||||||
| 199 ROSEWOOD DRIVE SUITE 250 | DANVERS | MA | 01923 | 042400270 | SUBSTANCE ABU | MA | 501(C)(3) | 9 | false | NBH | |
| NORTHEAST SENIOR HEALTH CORPORATION | |||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042731137 | HEALTHCARE | MA | 501(C)(3) | 9 | false | LHS | |
| SEACOAST NURSING & REHABILITATION CENTER | |||||||||||
| 300 WASHINGTON STREET | GLOUCESTER | MA | 01930 | 041305001 | HEALTHCARE | MA | 501(C)(3) | 9 | false | LHS | |
| ADDISON GILBERT SOCIETY INC | |||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 464371382 | SUPPORT | MA | 501(C)(3) | 7 | false | LHS | |
| NORTHEAST HEALTH SYSTEM INC | |||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043240453 | SUPPORT | MA | 501(C)(3) | 11C | false | LHS | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lahey Clinic Insurance Co LTD | ||||||||||||||||
| PO Box HM 2450 | HAMILTON | BERMUDA | BD | Insurance | BD | LHS | FOREIGN CORP | false | ||||||||
| Winchester Healthcare Enterprises | ||||||||||||||||
| Healthcare VENTUR | WHM | C CORP | false | 41 Highland Avenue | Winchester | MA | 01890 | 042932059 | MA | |||||||
| Winchester Physician Associates In | ||||||||||||||||
| Physician PRACTIC | WHM | C CORP | false | 41 Highland Avenue | Winchester | MA | 01890 | 043262963 | MA | |||||||
| Northeast Propietary Corporation | ||||||||||||||||
| Medical Services | NHS | C CORP | false | 85 Herrick Street | Beverly | MA | 01915 | 042855191 | MA | |||||||
| Perpetual Trusts (10) | ||||||||||||||||
| Support | SEE PART VII | Trust | false | 41 Mall Road | Burlington | MA | 01805 | MA | $906,158 | $20,000,028 | ||||||
| REMAINDER TRUSTS (19) | ||||||||||||||||
| SUPPORT | SEE PART VII | TRUST | false | 41 MALL ROAD | BURLINGTON | MA | 01805 | MA | $1,518,358 | $6,468,375 | ||||||
| POOLED INCOME FUNDS (3) | ||||||||||||||||
| SUPPORT | SEE PART VII | TRUST | false | 41 MALL ROAD | BURLINGTON | MA | 01805 | MA | $1,025,772 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE R, PART IV | LAHEY CLINIC FOUNDATION, INC., NORTHEAST HOSPITAL CORPORATION AND WINCHESTER HOSPITAL, RESPECTIVELY, HAVE FIVE, FOUR AND ONE PERPETUAL TRUSTS. THE PERPETUAL TRUSTS ARE DOMICILED IN DELAWARE, MASSACHUSETTS, PENNSYLVANIA AND FLORIDA. LAHEY CLINIC FOUNDATION, INC. HAS NINETEEN REMAINDER TRUSTS. THE REMAINDER TRUSTS ARE DOMICILED IN MASSACHUSETTS, NEW HAMPSHIRE, WISCONSIN, AND NEW YORK. LAHEY CLINIC FOUNDATION, INC. HAS THREE POOLED INCOME FUNDS, DOMICILED IN MASSACHUSETTS. |
| FORM 990, SCHEDULE R, PART V | The Lahey Health Shared Services, Inc. Philanthropy Department conducts fundraising and solicitation efforts on behalf of all entities within the Lahey Health System, Inc. family of organizations. Lahey Health System, Inc. and its related organizations, Lahey Clinic Foundation, Inc. and its related organizations, Winchester Healthcare Management, Inc. and its related organizations, Northeast Behavioral Health Corporation and its related organizations, Northeast Senior Health Corporation and its related organization, Northeast Health System, Inc. and its related organization, and Northeast Hospital System, Inc. and its related organization, provide various corporate and other services to each other. The organizations reimburse each other for expenses incurred such as employee salaries and benefits, materials, supplies, utilities, etc. Cash is transferred between the ORGANIZATIONS. |
Comments