YANKEE ALLIANCE INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- YANKEE ALLIANCE INC (EIN 22-2561879)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-08
- IRS object ID
- 201721289349100742
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T10:29:18-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041041100 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222561879 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YANK | BusinessNameControlTxt |
| Phone | 9784702000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1Txt |
| City | Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018101083 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dianne Shugrue | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9784702000 | PhoneNum |
| Signature | 2017-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2017-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,543,231 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,363 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,363 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $972,250 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,058,608 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $972,250 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $240,214 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,219,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $979,613 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,808 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,309 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,499 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $91,415 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,539 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $76,120 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,830 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $23,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,652 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,848 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,271 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $816,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $816,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $945,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,848 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $920,271 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $274,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $945,765 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $211,357 | CashBOYAmt |
| Cash EOY | $388,344 | CashEOYAmt |
| Cash EOYFMV | $388,344 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $624,943 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $551,575 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $551,575 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $665,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $617,309 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $617,309 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,049,326 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,034,184 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $36,321 | LandBOYAmt |
| Land EOY | $15,142 | LandEOYAmt |
| Land EOYFMV | $15,142 | LandEOYFMVAmt |
| Other Assets BOY | $921,481 | OtherAssetsBOYAmt |
| Other Assets EOY | $970,861 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $970,861 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,459,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,543,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,543,231 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $117,622 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $91,134 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $177,017 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $180,361 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $294,639 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $271,495 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,165,213 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,271,736 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,165,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,271,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,459,852 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,543,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,165,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $274,622 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,439,835 | SubtotalAmt |
| Other Decreases | $168,099 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,271,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 30082 Class B Units Premier Healthcare | P | 2013-10-02 | 2015-11-10 | $994,954 | $82,405 | $912,549 | $912,549 |
| 1448 Class B Units Premier Healthcare | P | 2013-10-02 | 2015-10-02 | $63,654 | $3,953 | $59,701 | $59,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $972,250 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,049,636 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,408,686 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.266099 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,091,872 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,361,589 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.708887 | DistributionYr2Rt |
| Total Distribution | 1.974986 | TotalDistributionRt |
| Average Distribution | 0.987493 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,360,686 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,343,668 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,458 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,353,126 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $920,271 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,915 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,915 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,650 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $28,650 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,735 | OverpaymentAmt |
| Applied To ES Tax | $9,735 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | James Oliver President | IndividualWithBooksNm |
| Phone | 9784702000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1Txt |
| City | Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| David Phelps | ||||||||
| 138 River Road | Andover | MA | 01810 | Director | 0.30 | $0 | $0 | $0 |
| David Lincoln | ||||||||
| 138 River Road | Andover | MA | 01810 | Vice Chairman | 0.30 | $0 | $0 | $0 |
| Dianne Shugrue | ||||||||
| 138 River Road | Andover | MA | 01810 | Treasurer | 0.30 | $0 | $0 | $0 |
| Normand Deschene | ||||||||
| 138 River Road | Andover | MA | 01810 | Director | 0.30 | $0 | $0 | $0 |
| Keith Hovan | ||||||||
| 138 River Road | Andover | MA | 01810 | Chairman | 0.30 | $0 | $0 | $0 |
| Dale Lodge | ||||||||
| 138 River Road | Andover | MA | 01810 | Past Director | 0.30 | $0 | $0 | $0 |
| Pat Jordan | ||||||||
| 138 River Road | Andover | MA | 01810 | Director | 0.30 | $0 | $0 | $0 |
| James Oliver | ||||||||
| 138 River Road | Andover | MA | 01810 | CEO/President/Clerk | 2.00 | $0 | $0 | $0 |
| Cathy Spinney | ||||||||
| 138 River Road | Andover | MA | 01810 | Chief Operating Officer | 0.00 | $0 | $0 | $0 |
| Mark Scagliarini | ||||||||
| 138 River Road | Andover | MA | 01810 | Chief Supply Chain Officer | 0.00 | $0 | $0 | $0 |
| Melanie Kawiecki | ||||||||
| 138 River Road | Andover | MA | 01810 | SVP Finance | 0.60 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1Txt |
| City | Andover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018101083 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Management Services | ServiceTypeTxt |
| Compensation | $51,161 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Research, develop and maintain joint venture, best practice applications and knowledge transfer initiatives. The current membership of over 50 acute care hospitals and thousands of alternate site facilities benefit from best-practice applications and knowledge transfer initiatives generated through the collaborative process Yankee has developed over the past two and one half decades. | Description1Txt |
| Expenses1 | $129,205 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,080,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $299,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,211 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,381,407 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,381,407 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,721 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,360,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,915 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $359 | IncomeTaxAmt |
| Total Tax | $19,274 | TotalTaxAmt |
| Distributable Before Adj | $48,760 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,760 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $920,271 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $920,271 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $920,271 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,891,157 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,946,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,837,964 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $920,271 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $871,511 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,709,475 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,709,475 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,891,157 | ExcessFromYear2Amt |
| Excess From Year1 | $2,946,807 | ExcessFromYear1Amt |
| Excess From Current Year | $871,511 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Berkshire Medical Center | ||||||
| 725 North Street | Pittsfield | MA | 01201 | PC | Implement room service at the hospital/Supply View | $117,448 |
| Covenant Health | ||||||
| 100 Ames Pond Drive Suite 102 | Tewksbury | MA | 01876 | PC | To implement LEAN/Supply View | $166,119 |
| Glen Falls Hospital | ||||||
| 100 Park Street | Glens Falls | NY | 12801 | PC | To improve patient safety/Supply View | $142,199 |
| Lowell General Hospital | ||||||
| 295 Varnum Ave | Lowell | MA | 01854 | PC | To replace 90 patient beds/Supply View | $111,589 |
| Southcoast Hospitals Group Inc | ||||||
| 101 Page Street | New Bedford | MA | 02740 | PC | Implement patient and staff quality improvements/Supply View | $170,119 |
| Winchester Hospital | ||||||
| 41 Highland Avenue | Winchester | MA | 01890 | PC | Improve quality care related to Pneumonia, COPD, and Stroke/Supply View | $108,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $816,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Passthrough | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,395 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $187,340 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,363 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $972,250 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Revenue | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $49,479 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,395 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,029,092 | ExclusionAmt |
| Related Or Exempt Function Incm | $187,340 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,219,827 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b | LineNumberTxt |
| Relationship Statement | Passthrough Income from Partnership in Premier Healthcare Alliance, LP Income is for group purchasing activities, related to Organization's mission. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Expenses | CategoryTxt |
| Amt | $11,808 | Amt |
| Net Investment Income | $5,309 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,499 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| Part II, Line 14 | Section 1.263(a)-3(n) Election:Yankee Alliance, Inc. 138 River RoadAndover, MA 01810EIN: 22-2561879Yankee Alliance, Inc., is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). |
| Form 990-PF, Part VIII: | Yankee Alliance, Inc. has no employees and does not pay compensation to its officers, directors or highly compensated employees. Certain individuals who are employees of Yankee Alliance, LLC, a related organization, perform services for Yankee Alliance, Inc., for which Yankee Alliance, Inc. reimburses Yankee Alliance, LLC at cost. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 157,652 Class B Units Premier Healthcare Alliance, LP | FMV | $467,450 | $467,450 |
| Lincoln National Life Insurance Co. 457(b) Plan Assets | FMV | $149,859 | $149,859 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Leasehold Improvements | $116,368 | $104,324 | $12,044 | $12,044 |
| Furniture and Fixtures | $932,958 | $929,860 | $3,098 | $3,098 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CSV of Life Insurance | $921,481 | $969,650 | $969,650 |
| Due from Affiliate | $0 | $1,211 | $1,211 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from Passthrough -- Premier Healthcare Alliance, L.P. | Desc |
| Amt | $168,099 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expenses | Desc |
| Revenue And Expenses Per Books | $23,152 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,652 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Income from Passthrough | $190,735 | $190,735 |
| Other Revenue | $49,479 | $49,479 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Compensation | $149,028 | $149,859 |
| Due To Affiliates | $27,989 | $30,502 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Consulting | $2,268 | $0 | $2,268 |
| Management Services | $89,147 | $28,539 | $73,852 |
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