HARVARD PILGRIM HEALTH CARE FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HARVARD PILGRIM HEALTH CARE FOUNDATION INC (EIN 04-2708004)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201603199349311690
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T18:58:44-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BOULEVARD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042708004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD PILGRIM HEALTH CARE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BETH CREAVIN | InCareOfNm |
| Business Name Control | HARV | BusinessNameControlTxt |
| Phone | 7812636000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024819181 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH CREAVIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7812636000 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GWEN SPENCER | PreparerPersonNm |
| PTIN | P00641463 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC H SCHULTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024819181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,292,151 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HARVARDPILGRIM.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $4,244,378 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,223,744 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $142,382 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,407 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,386,760 | PYTotalRevenueAmt |
| CY Total Revenue | $6,292,151 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,688,046 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,807,583 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,270,904 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,178,221 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,453,183 | PYOtherExpensesAmt |
| CY Other Expenses | $1,109,673 | CYOtherExpensesAmt |
| PY Total Expenses | $6,412,133 | PYTotalExpensesAmt |
| CY Total Expenses | $6,095,477 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,025,373 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $196,674 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,895,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,874,723 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,669,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $502,767 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,226,117 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,371,956 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,809,736 | ExpenseAmt |
| Grant | $3,807,583 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HARVARD PILGRIM HEALTH CARE FOUNDATION, INC., (THE FOUNDATION), OPERATES EXCLUSIVELY IN CONNECTION WITH HARVARD PILGRIM HEALTH CARE, INC. IN 2015, THE FOUNDATION SUPPORTED HEALTH AND WELLNESS INITIATIVES IN CONNECTION WITH A NUMBER OF COMMUNITY ORGANIZATIONS THROUGH ITS EMPLOYEE MINI-GRANT AND COMMUNITY SERVICE PROGRAMS. | Desc |
| Total Program Service Expenses | $5,809,736 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| 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 | 0 | EmployeeCnt |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH CREAVIN | PersonNm |
| Phone | 6175095692 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024819181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| ERIC H SCHULTZ | ||||||||
| PRESIDENT (UNTIL 5/15)/CHAIR | 5.0 | 45.0 | Yes (X) | Yes (X) | $0 | $1,366,581 | $306,781 | |
| RUTH ELLEN FITCH | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ELINOR GOLDBERG LSW | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA KRAFT | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH F O'DONNELL md | ||||||||
| DIRECTOR | 2.0 | 3.0 | Yes (X) | $0 | $16,450 | $0 | ||
| PATRICIA A WALRATH | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN COHEN | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MARIANNE E FELICE MD | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| HEIDI BROOKS | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES DEUTSCHE SCD | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS BOUCHER | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LISA DESISTO | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE J CLAYMAN | ||||||||
| TREASURER (UNTIL 6/15) | 5.0 | 45.0 | Yes (X) | $0 | $313,557 | $48,129 | ||
| SUZANNE M FINN | ||||||||
| CLERK | 5.0 | 45.0 | Yes (X) | $0 | $136,659 | $33,994 | ||
| KAREN VOCI | ||||||||
| EXEC DIR/PRESIDENT(AS OF 5/15) | 40.0 | 0.0 | Yes (X) | $0 | $210,901 | $36,642 | ||
| ELIZABETH CREAVIN | ||||||||
| TREASURER (AS OF 6/15) | 5.0 | 45.0 | Yes (X) | $0 | $196,438 | $48,888 | ||
| THOMAS F MALONEY | ||||||||
| FORMER CLERK | 0.0 | 50.0 | $0 | $263,418 | $49,240 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,504,004 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $523,674 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 | 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 |
| Related Organizations | $6,220,994 | RelatedOrganizationsAmt |
| All Other Contributions | $2,750 | AllOtherContributionsAmt |
| Total Contributions | $6,223,744 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,407 | TotalRevenueColumnAmt |
| Exclusion | $68,407 | 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 | $6,292,151 | TotalRevenueColumnAmt |
| Exclusion | $68,407 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,807,583 | TotalAmt |
| Program Services | $3,807,583 | ProgramServicesAmt |
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 | $247,543 | TotalAmt |
| Program Services | $198,034 | ProgramServicesAmt |
| Management And General | $49,509 | ManagementAndGeneralAmt |
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 | $673,053 | TotalAmt |
| Program Services | $614,608 | ProgramServicesAmt |
| Management And General | $58,445 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,625 | TotalAmt |
| Program Services | $227,415 | ProgramServicesAmt |
| Management And General | $30,210 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $138,363 | TotalAmt |
| Program Services | $138,363 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,506 | TotalAmt |
| Program Services | $74,127 | ProgramServicesAmt |
| Management And General | $379 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,088 | TotalAmt |
| Program Services | $40,987 | ProgramServicesAmt |
| Management And General | $3,101 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,464 | TotalAmt |
| Program Services | $40,464 | ProgramServicesAmt |
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 | $25,524 | TotalAmt |
| Program Services | $25,524 | ProgramServicesAmt |
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 | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MANAGEMENT SERVICE EXPENSE | $681,244 | $544,995 | $136,249 |
| VOLUNTEER EVENT EXPENSE | $66,249 | $66,249 | |
| BUSINESS EXPENSE | $32,154 | $25,723 | $6,431 |
| MEMBERSHIPS AND DUES | $5,750 | $4,600 | $1,150 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,331 | TotalAmt |
| Program Services | $1,064 | ProgramServicesAmt |
| Management And General | $267 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,095,477 | TotalAmt |
| Program Services | $5,809,736 | ProgramServicesAmt |
| Management And General | $285,741 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,927 | BOYAmt |
| EOY | $155,335 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,377,845 | BOYAmt |
| EOY | $2,700,907 | 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 | $19,613 | BOYAmt |
| EOY | $18,481 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,895,385 | BOYAmt |
| EOY | $2,874,723 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,196 | BOYAmt |
| EOY | $158,508 | 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 | $1,645,072 | BOYAmt |
| EOY | $344,259 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,669,268 | BOYAmt |
| EOY | $502,767 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,226,117 | BOYAmt |
| EOY | $2,371,956 | 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 | $2,226,117 | BOYAmt |
| EOY | $2,371,956 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,895,385 | BOYAmt |
| EOY | $2,874,723 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $196,674 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$50,835 | NetUnrlzdGainsLossesInvstAmt |
| 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 |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD PILGRIM HEALTH CARE INC (HPHC) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042452600 | EIN |
| Organization Type | 9 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $3,807,583 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $3,807,583 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART IV, LINE 6 | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO HPHC, INC. | Desc |
| Amt | $344,259 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $344,259 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE 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, 2015 AND 2014. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (79 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| AIDS ACTION COMMITTEE OF MASSACHUSETTS | |||||||||
| 75 ARMORY ST | BOSTON | MA | 02119 | 222707246 | 501(C)(3) | $10,000 | N/A | N/A | TASTE OF SOUTH END SPONSORSHIP |
| AMERICAN HEART ASSOCIATION | |||||||||
| 51 US ROUTE 1 | SCARBOROUGH | ME | 02119 | 135613797 | 501(C)(3) | $70,000 | N/A | N/A | GO RED FOR WOMEN SPONSORSHIP |
| ARC OF MASSACHUSETTS | |||||||||
| 217 SOUTH STREET | WALTHAM | MA | 02453 | 042223502 | 501(C)(3) | $10,000 | N/A | N/A | ANNUAL DINNER SPONSORSHIP |
| ASSOCIATED INDUSTRIES OF MASS INC | |||||||||
| ONE BEACON ST 16 FL | BOSTON | MA | 02108 | 041045830 | 501(C)(6) | $25,000 | N/A | N/A | 100TH ANNIV. CELEBRATION |
| BIG SISTER ASSOC OF GREATER BOSTON | |||||||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | 042150651 | 501(C)(3) | $16,000 | N/A | N/A | HEALTHY EATING GRANT & GALA |
| BOSTON AREA GLEANERS | |||||||||
| 240 BEAVER STREET | WALTHAM | MA | 02452 | 300434755 | 501(C)(3) | $25,000 | N/A | N/A | FOOD RECOVERY GRANT |
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | |||||||||
| 885 WASHINGTON STREET | BOSTON | MA | 02111 | 237209691 | 501(C)(3) | $30,000 | N/A | N/A | COUNT US IN PROG SPONSORSHIP |
| BOSTON HEALTH CARE FOR THE HOMELESS | |||||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | 043160480 | 501(C)(3) | $10,000 | N/A | N/A | ANNUAL DINNER SPONSORSHIP |
| BOSTON MEDICAL CENTER | |||||||||
| 801 MASS AVE1ST FL | BOSTON | MA | 02118 | 043314093 | 501(C)(3) | $10,000 | N/A | N/A | ANNUAL DINNER SPONSORSHIP |
| BOSTON PRIVATE INDUSTRY COUNCIL | |||||||||
| 2 OLIVER STREET | BOSTON | MA | 02109 | 042676661 | 501(C)(3) | $13,865 | N/A | N/A | INTERN SPONSORSHIP |
| BOYS AND GIRLS CLUB OF BOSTON | |||||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | 042103922 | 501(C)(3) | $75,000 | N/A | N/A | FARM TO FAMILIES GRANT |
| BRASS CITY HARVEST | |||||||||
| 86 BANK STREET | WATERBURY | CT | 06703 | 753263005 | 501(C)(3) | $22,349 | N/A | N/A | FOOD DISTRIB. PROG. GRANT |
| CENTER FOR GRIEVING CHILDREN | |||||||||
| PO BOX 1438 | PORTLAND | ME | 04104 | 010431501 | 501(C)(3) | $32,500 | N/A | N/A | MULTICULTURAL PEER SUPPORT PROGRAM |
| CENTRAL MAINE MEDICAL CENTER | |||||||||
| 300 MAIN STREET | LEWISTON | ME | 04240 | 010211494 | 501(C)(3) | $12,500 | N/A | N/A | ANNUAL GALA SPONSORSHIP |
| CITY OF NEW BEDFORD | |||||||||
| 133 WILLIAM STREET | NEW BEDFORD | MA | 02740 | 046001402 | 115 | $14,548 | N/A | N/A | FOOD DISTR. PROG. GRANT |
| CITY YEAR | |||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | 222882549 | 501(C)(3) | $85,000 | N/A | N/A | TEAM SPONSORSHIP & GALA SPONSORSHIP |
| CITY YEAR NEW HAMPSHIRE | |||||||||
| 848 ELM STSUITE 201 | MANCHESTER | NH | 03101 | 222882549 | 501(C)(3) | $25,000 | N/A | N/A | TEAM SPONSORSHIP |
| COMMUNITY HARVEST PROJECT INC | |||||||||
| 37 WHEELER ROAD | GRAFTON | MA | 01536 | 043424018 | 501(C)(3) | $21,000 | N/A | N/A | FOOD DISTR. PROG. GRANT |
| CONNECTICUT FOOD BANK INC | |||||||||
| PO BOX 8686 | NEW HAVEN | CT | 06531 | 061063025 | 501(C)(3) | $20,000 | N/A | N/A | FOOD DISTR. PROG. GRANT |
| COURAGEOUS SAILING | |||||||||
| ONE FIRST AVE | BOSTON | MA | 02129 | 042987534 | 501(C)(3) | $7,500 | N/A | N/A | GALA SPONSORSHIP |
| CRADLES TO CRAYONS | |||||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | 043584367 | 501(C)(3) | $10,000 | N/A | N/A | BACKPACK PROGRAM |
| CULTIVATING COMMUNITY | |||||||||
| PO BOX 3792 | PORTLAND | ME | 041013116 | 043607322 | 501(C)(3) | $24,918 | N/A | N/A | CSA PROGRAM GRANT |
| DCU CENTER | |||||||||
| DONALD LYNCH BLVD | MIDDLEBOROUGH | MA | 01752 | 022184636 | 501(C)(3) | $10,000 | N/A | N/A | HPHC PAVILLION SPONSORSHIP |
| DIMOCK CENTER | |||||||||
| 55 DIMOCK STREET | ROXBURY | MA | 02119 | 043487835 | 501(C)(3) | $65,000 | N/A | N/A | CAPITAL CAMPAIGN & STEPPIN' OUT GALA |
| DIOCESE OF WORCESTER | |||||||||
| 49 ELM STREET | WORCESTER | MA | 01609 | 042106686 | 501(C)(3) | $10,000 | N/A | N/A | GALA SPONSORSHIP |
| ELDER SERMERRIMACK VALL | |||||||||
| 280 MERRIMACK STREET | LAWRENCE | MA | 01843 | 452545136 | 501(C)(3) | $49,187 | N/A | N/A | HEALTH EATING FOR SUCCESSFUL LIVING GRANT |
| FENWAY HEALTH | |||||||||
| 1340 BOYLSTON ST | BOSTON | MA | 02215 | 042510564 | 501(C)(3) | $10,000 | N/A | N/A | MEN'S DINNER SPONSORSHIP |
| FOUNDATION FOR HEALTHY COMMUNITIES | |||||||||
| 125 AIRPORT ROAD | CONCORD | NH | 03301 | 020275078 | 501(C)(3) | $20,000 | N/A | N/A | HEALTHY EATING ACTIVE LIVING PROGRAM |
| GATE CITY STRIDERS | |||||||||
| PO BOX 3692 | NASHUA | NH | 03061 | 020427575 | 501(C)(3) | $8,000 | N/A | N/A | HPHC 5K ROAD RACE |
| GREATER BOSTON CHAMBER OF COMMERCE | |||||||||
| 265 FRANKLIN STREET | BOSTON | MA | 021103113 | 041103090 | 501(C)(6) | $10,000 | N/A | N/A | ANNUAL DINNER SPONSORSHIP |
| GREATER PORTLAND REGIONAL CHAMBER OF COMMERCE | |||||||||
| 443 CONGRESS STREET | PORTLAND | ME | 04101 | 010043280 | 501(C)(6) | $10,000 | N/A | N/A | ANNUAL DINNER SPONSORSHIP |
| GREEN VILLAGE INITIATIVE INC | |||||||||
| 325 LAFAYETTE STREET | BRIDGEPORT | CT | 06606 | 271439954 | 501(C)(3) | $25,000 | N/A | N/A | GARDEN EXPANSION PROGRAM GRANT |
| GROUNDWORK LAWRENCE INC | |||||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01841 | 043546770 | 501(C)(3) | $25,000 | N/A | N/A | FARMERS MARKET EXPANSION PROGRAM GRANT |
| GROW FOOD NORTHAMPTON INC | |||||||||
| 245 MAIN STREET | NORTHAMPTON | MA | 01060 | 010959428 | 501(C)(3) | $25,000 | N/A | N/A | GARDEN EXPANSION PROGRAM GRANT |
| GROWING PLACES GARDEN PROJECT INC | |||||||||
| 325 LINDELL AVE | LEOMINSTER | MA | 01453 | 100004885 | 501(C)(3) | $35,000 | N/A | N/A | GARDEN EXPANSION PROGRAM GRANT |
| HANDS ON HARTFORD | |||||||||
| 55 BARTHOLOMEW AVE | HARTFORD | CT | 06106 | 060861268 | 501(C)(3) | $10,000 | N/A | N/A | EMPLOYEE SERVICE DAY SPONSORSHIP |
| HANOVER THEATRE | |||||||||
| 2 SOUTHBRIDGE STREET | WORCESTER | MA | 01608 | 050521735 | 501(C)(3) | $20,000 | N/A | N/A | SEASON SPONSORSHIP |
| HARTFORD FOOD SYSTEM | |||||||||
| ONE CONGRESS STREET | HARTFORD | CT | 06114 | 060991880 | 501(C)(3) | $40,000 | N/A | N/A | MOBILE MARKET GRANT |
| HARTFORD MARATHON FOUNDATION INC | |||||||||
| 41 SEQUIN DR | GLASTONBURY | CT | 06033 | 061415320 | 501(C)(3) | $17,500 | N/A | N/A | HALF MARATHON SPONSORHIP |
| HEALTHY COMMUNITIES OF THE CAPITAL AREA | |||||||||
| 36 BRUNSWICK AVENUE | GARDINER | ME | 04345 | 412097383 | 501(C)(3) | $25,000 | N/A | N/A | FOOD RECOVERY GRANT |
| INE MULTIMEDIA | |||||||||
| 1344 MAIN STREET | WALTHAM | MA | 02493 | 471159801 | 501(C)(3) | $30,000 | N/A | N/A | COUNT US IN PROGRAM SPONSORSHIP |
| INSTITUTE FOR FAMILY-OWNED BUSINESS | |||||||||
| PO BOX 3364 | PORTLAND | ME | 04104 | 262428220 | 501(C)(3) | $7,500 | N/A | N/A | ANNUAL NEXT GENERATION PROG SPONSORSHIP |
| LAKES REGION PARTNERSHIP FOR PUBLIC HEALTH INC | |||||||||
| 65 WATER STREET | LACONIA | NH | 03246 | 202713484 | 501(C)(3) | $25,000 | N/A | N/A | FARMERS MARKET EXPANSION PROGRAM GRANT |
| MAINE FARMLAND TRUST INC | |||||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | 010528014 | 501(C)(3) | $25,000 | N/A | N/A | SNAP EXPANSION GRANT SUPPORT |
| MAINE HEALTH | |||||||||
| 110 FREE STREET | PORTLAND | ME | 04101 | 010431680 | 501(C)(3) | $108,626 | N/A | N/A | LET'S GO HEALTHCARE PROGRAM FINAL GRANT |
| MAINE HEALTH MANAGEMENT COALITION | |||||||||
| 11 BOWDOIN MILL ISLAND | TOPSHAM | ME | 04086 | 043845053 | 501(C)(3) | $10,000 | N/A | N/A | HEALTH SYMPOSIUM SPONSORSHIP |
| MAINE MEDICAL CENTER | |||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04101 | 010238552 | 501(C)(3) | $25,000 | N/A | N/A | LET'S GO HEALTHCARE CONFERENCE SPONSORSHIP |
| MAINE QUALITY COUNTS | |||||||||
| PO BOX 16 | MANCHESTER | ME | 04351 | 024935972 | 501(C)(3) | $25,000 | N/A | N/A | HEALTH PROVIDER CONFERENCE SPONSORSHIP |
| MASSACHUSETTS HEALTH POLICY FORUM | |||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02454 | 042103552 | 501(C)(3) | $25,000 | N/A | N/A | MA HEALTH POLICY FORMUM SPONSORSHIP |
| MASSACHUSETTS WOMENS POLITICAL CAUSUS | |||||||||
| 9B HAMILTON PLACE 1ST FL | BOSTON | MA | 02108 | 042738443 | 501(C)(3) | $20,000 | N/A | N/A | ANNUAL WOMENS AND MENS LEADERSHIP EVENT SPONSORSHIP |
| MILL CITY GROWS | |||||||||
| PO BOX 7133 | LOWELL | MA | 01852 | 472096070 | 501(C)(3) | $40,000 | N/A | N/A | MOBILE MARKET GRANT |
| MUSEUM OF SCIENCE | |||||||||
| SCIENCE PARK | BOSTON | MA | 021141099 | 042103916 | 501(C)(3) | $100,000 | N/A | N/A | SPONSORSHIP |
| NEW ENGLAND BAPTIST HOSPITAL | |||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 042103612 | 501(C)(3) | $10,000 | N/A | N/A | DINNER SPONSORSHIP |
| NEW ENGLAND COUNCIL | |||||||||
| 98 NORTH WASHINGTON ST | BOSTON | MA | 02114 | 041661090 | 501(C)(6) | $30,019 | N/A | N/A | ANNUAL DINNER SPONSORSHIP |
| NEW HAMPSHIRE CATHOLIC CHARITIES | |||||||||
| 700 EAST INDUSTRIAL DR | MANCHESTER | NH | 03109 | 020222163 | 501(C)(3) | $30,000 | N/A | N/A | NH FOOD BANK PRODUCTION GARDEN GRANT |
| NEW HAVEN FARMS | |||||||||
| PO BOX 8953 | NEW HAVEN | CT | 06532 | 451794893 | 501(C)(3) | $38,000 | N/A | N/A | COOKING & GARDEN CLASS GRANT |
| PERKINS SCHOOL FOR THE BLIND | |||||||||
| 175 NORTH BEACON ST | WATERTOWN | MA | 02472 | 042103616 | 501(C)(3) | $10,000 | N/A | N/A | DINNER SPONSORSHIP |
| REGIONAL ENVIRONMENTAL COUNCIL INC | |||||||||
| PO BOX 255 | WORCESTER | MA | 01613 | 046364350 | 501(C)(3) | $40,000 | N/A | N/A | MOBILE MARKET GRANT |
| REGIS COLLEGE | |||||||||
| 235 WELLESLEY ST | WESTON | MA | 024931571 | 042104451 | 501(C)(3) | $15,000 | N/A | N/A | SPEAKER SERIES SPONSORSHIP |
| RELIANT MEDICAL GROUP FOUNDATION | |||||||||
| 100 FRONT STREET | WORCESTER | MA | 01608 | 222912515 | 501(C)(3) | $10,000 | N/A | N/A | GOLF SPONSORSHIP |
| RIVERSIDE COMMUNITY CARE | |||||||||
| 450 WASHINGTON ST | DEDHAM | MA | 02026 | 043097170 | 501(C)(3) | $10,000 | N/A | N/A | GALA SPONSORSHIP |
| ROSIES PLACE | |||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | 042582187 | 501(C)(3) | $10,000 | N/A | N/A | LUNCHEON SPONSORSHIP |
| SCHWARTZ CTR FOR COMPASSIONATE CARE | |||||||||
| PO BOX 417597 | BOSTON | MA | 02241 | 041564655 | 501(C)(3) | $50,000 | N/A | N/A | BREAKFAST & DINNER SPONSORSHIPS |
| SOUTH END COMMUNITY HEALTH CENTER | |||||||||
| 1601 WASHINGTON STREET | BOSTON | MA | 02118 | 042456134 | 501(C)(3) | $35,000 | N/A | N/A | ANNUAL DINNER SPONSORSHIP |
| ST MARY'S REGIONAL MEDICAL CTR | |||||||||
| PO BOX 7291 | LEWISTON | ME | 04243 | 010211551 | 501(C)(3) | $40,000 | N/A | N/A | MOBILE MARKET GRANT |
| TAMWORTH COMMUNITY NURSE ASSOCIATION INC | |||||||||
| 84 MAIN STREET | TAMWORTH | NH | 03886 | 020235235 | 501(C)(3) | $14,088 | N/A | N/A | FARMERS MARKET EXPANSION PROGRAM GRANT |
| THIRD SECTOR NEW ENGLAND INC | |||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | 042261109 | 501(C)(3) | $24,892 | N/A | N/A | GARDENING THE COMMUNITY GRANT |
| TRUSTEES OF TUFTS COLLEGE | |||||||||
| 150 HARRISON AVE | BOSTON | MA | 02111 | 042103634 | 501(C)(3) | $168,266 | N/A | N/A | HEALTH KIDS OUT OF SCHOOL FINAL GRANT |
| UMASS MEDICAL SCHOOL | |||||||||
| 333 SOUTH STREET | SHREWSBURY | MA | 01545 | 043108190 | 501(C)(3) | $8,750 | N/A | N/A | WINTER BALL SPONSORSHIP |
| UNIVERSITY OF MASSACHUSETTS BOSTON | |||||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | 043167352 | 115 | $115,000 | N/A | N/A | SET SAIL FOR SPONSORSHIP & SAFE DRIVING CONF |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||||
| HEWITT HALL SUITE 202 | DURHAM | NH | 03824 | 026000937 | 501(C)(3) | $25,000 | N/A | N/A | ANNUAL CONTRIBUTION SPONSORSHIP |
| VOLUNTEER NEW HAMPSHIRE | |||||||||
| 117 PLEASANT ST | CONCORD | NH | 03301 | 912069574 | 501(C)(3) | $10,000 | N/A | N/A | NH COMMUNITY SPIRIT AWARDS SPONSORSHIP |
| WOLFES NECK FARM FOUNDATION | |||||||||
| 184 BURNETT ROAD | FREEPORT | ME | 04032 | 222586116 | 501(C)(3) | $25,000 | N/A | N/A | TEEN AGRICULTURE PROGRAM GRANT |
| WOMENS RURAL ENTREPRENURIAL NETWORK | |||||||||
| PO BOX 331 | BETHLEHEM | NH | 03574 | 020492339 | 501(C)(3) | $19,665 | N/A | N/A | FARMERS MARKET EXPANSION PROG GRANT |
| WORCESTER FIREFIGHTERS 6K | |||||||||
| 87 MARK BRADFORD DR | HOLDEN | MA | 01520 | 200329974 | 501(C)(3) | $6,000 | N/A | N/A | 5K RACE SPONSORSHIP |
| WORKSITE WELLNESS COUNCIL OF MA | |||||||||
| 170 MAPLEWOOD ST | WATERTOWN | MA | 02472 | 452697521 | 501(C)(3) | $20,000 | N/A | N/A | CONFERENCE SPONSORSHIP |
| YMCA OF CENTRAL MASSACHUSETTS | |||||||||
| 766 MAIN STREET | WORCESTER | MA | 01610 | 042105885 | 501(C)(3) | $10,000 | N/A | N/A | 150TH ANNIVERSARY GALA SPONSORSHIP |
| YOU AND MAINE | |||||||||
| 14 BANCROFT STREET | PORTLAND | ME | 04102 | 128601350 | $6,000 | N/A | N/A | PAL 5K RACE SPONSORSHIP | |
| YWCA GREATER NEWBURYPORT | |||||||||
| 13 MARKET STREET | NEWBURYPORT | MA | 01950 | 042123678 | 501(C)(3) | $25,000 | N/A | N/A | FOOD PRODUCTION EXPANSION GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 74 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | MONITORING PROCEDURES - FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | MINI 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC H SCHULTZ | ||||||||||||||
| PRESIDENT (UNTIL 5/15)/CHAIR | $0 | $870,489 | $0 | $473,190 | $0 | $22,902 | $0 | $283,700 | $0 | $23,081 | $0 | $1,673,362 | $0 | $0 |
| MICHELLE J CLAYMAN | ||||||||||||||
| TREASURER (UNTIL 6/15) | $0 | $260,960 | $0 | $47,662 | $0 | $4,935 | $0 | $17,945 | $0 | $30,184 | $0 | $361,686 | $0 | $0 |
| SUZANNE M FINN | ||||||||||||||
| CLERK | $0 | $135,502 | $0 | $750 | $0 | $407 | $0 | $9,272 | $0 | $24,722 | $0 | $170,653 | $0 | $0 |
| KAREN VOCI | ||||||||||||||
| EXEC DIR/PRESIDENT(AS OF 5/15) | $0 | $181,210 | $0 | $19,980 | $0 | $9,711 | $0 | $15,284 | $0 | $21,358 | $0 | $247,543 | $0 | $0 |
| THOMAS F MALONEY | ||||||||||||||
| FORMER CLERK | $0 | $227,767 | $0 | $33,840 | $0 | $1,811 | $0 | $20,945 | $0 | $28,295 | $0 | $312,658 | $0 | $0 |
| ELIZABETH CREAVIN | ||||||||||||||
| TREASURER (AS OF 6/15) | $0 | $169,304 | $0 | $26,250 | $0 | $884 | $0 | $16,028 | $0 | $32,860 | $0 | $245,326 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION RELIED ON HARVARD PILGRIM HEALTH CARE, INC. (HPHC, INC.), A RELATED ORGANIZATION OF THE FOUNDATION, TO ESTABLISH ITS PRESIDENT AND EXECUTIVE DIRECTOR'S COMPENSATION. THE METHODS USED BY HPHC, INC. ARE AS FOLLOWS: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 4B LONG TERM INCENTIVE PLAN HPHC, 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 OF INNOVATION AND STRATEGY, AND CHIEF HUMAN RESOURCES OFFICER FOR 2013-2015. THE PLAN IS BASED ON A VARIETY OF PERFORMANCE MEASURES AND AMOUNTS ARE EARNED OVER A THREE YEAR PERIOD. SOME OR ALL OF THE DEFERRED COMPENSATION AMOUNTS REPORTED HEREIN FOR THE POTENTIAL EARNINGS UNDER THE PLAN MAY OR MAY NOT BE PAID TO THE EXECUTIVES BASED ON THE ACTUAL RESULTS OF THE PERFORMANCE MEASURES AS DETERMINED AT THE END OF THE APPLICABLE THREE YEAR PERIOD. ANNUAL ACCRUALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). NO PAYMENTS WERE MADE FROM THE PLAN DURING 2015. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1 AND PART III, LINE 1: | ORGANIZATION'S MISSION The Harvard Pilgrim Health Care Foundation ("The Foundation")supports Harvard Pilgrim Health Care, Inc.'s ("HPHC, Inc.")mission to improve the quality and value of health care for the people and communities we serve. The Foundation provides the tools, training and leadership to help build healthy communities throughout Connecticut, Maine, Massachusetts, and New Hampshire. In 2015, the Foundation awarded approximately $3.8 million in grants to APPROXIMATELY 700 not-for-profit organizations in the region. Since its inception, the Foundation has granted approximately $136 million in funds and resources throughout the four states. 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. ERIC H. SCHULTZ - PRESIDENT (UNTIL 5/15)/CHAIR ELIZABETH CREAVIN - TREASURER (AS OF 6/15) MICHELLE J. CLAYMAN - TREASURER (UNTIL 6/15) SUZANNE M. FINN - CLERK KAREN VOCI - EXECUTIVE DIRECTOR/PRESIDENT (AS OF 5/15) |
| PART VI, LINE 4: | THE FOUNDATION BYLAWS WERE AMENDED ON 5/13/15 TO ADD THE POSITION OF CHAIR, ADD THE RESPONSIBILITIES OF CHAIR, AND TO AMEND THE RESPONSIBILITIES OF PRESIDENT. |
| PART VI, LINE 6: | HARVARD PILGRIM HEALTH CARE, INC. IS THE PARENT AND SOLE MEMBER OF THE FOUNDATION. |
| PART VI, LINE 7A: | HARVARD PILGRIM HEALTH CARE, INC. (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.). 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 HARVARD PILGRIM HEALTH CARE'S CODE OF CONDUCT WHICH INCLUDES A CONFLICTS OF INTEREST POLICY. THE CONFLICTS OF INTEREST POLICY REQUIRES DIRECTORS AND OFFICERS 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. IN ADDITION TO BEING SUBJECT TO THE FOUNDATION'S CONFLICTS OF INTEREST POLICY, THE FOUNDATION'S BOARD OF DIRECTORS ARE ANNUALLY REQUIRED TO COMPLETE AND SIGN A CONFLICTS OF INTEREST FORM, WHICH IS 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 OFFICERS MAKE DECISIONS ON BEHALF OF THE ORGANIZATION AND ARE IN A POSITION TO INFLUENCE DECISIONS MADE ON BEHALF OF THE FOUNDATION. THE OFFICERS ARE SURVEYED ON AN ANNUAL BASIS. THE EMPLOYEES MUST COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM AND SUBMIT IT TO THE VICE PRESIDENT OF CORPORATE COMPLIANCE PROGRAMS (COMPLIANCE OFFICER). THESE FORMS ARE THEN REVIEWED BY THE COMPLIANCE OFFICER AND THE ASSISTANT GENERAL COUNSEL RESPONSIBLE FOR CORPORATE GOVERNANCE/COMPLIANCE. IF A DISCLOSURE OF A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST IS MADE, THE COMPLIANCE OFFICER AND COUNSEL MAKE A DETERMINATION IF SUCH DISCLOSURE IS MATERIAL AND NEEDS TO BE MANAGED, MITIGATED, OR ELIMINATED. AS A GENERAL RULE, CONFLICTS OF INTEREST ARE NOT PERMITTED. HOWEVER, IN CERTAIN AREAS, IF THE CONFLICT IS NOT MATERIAL AND IS PROPERLY AND FULLY DISCLOSED AND IS APPROVED BY THE COMPLIANCE OFFICER, A WAIVER OF THE CONFLICT MAY BE GRANTED, AND APPROPRIATE STEPS WILL BE TAKEN TO MITIGATE THE CONFLICT. |
| PART VI, LINE 15: | THE FOUNDATION DOES NOT COMPENSATE ITS PRESIDENT OR OFFICERS. THE COMPENSATION REPORTED FOR THESE INDIVIDUALS IS PAID BY HARVARD PILGRIM HEALTH CARE, INC. (HPHC, INC.), A RELATED ORGANIZATION OF THE FOUNDATION. THEREFORE, THEIR COMPENSATION AND BENEFITS ARE DETERMINED BY HPHC, INC. |
| PART VI, LINE 19: | THE FOUNDATION FURNISHES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY TO THE PUBLIC UPON REQUEST. |
| PART VI, SECTION B, LINE 1: | ANY INDEPENDENT CONTRACTORS ARE RETAINED BY THE PARENT COMPANY, HARVARD PILGRIM HEALTH CARE, INC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HPHC INC | ||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 20481 | 042452600 | HEALTH INSURA | MA | 501(C)(3) | 9 | NA | false |
| HPHC OF NEW ENGLAND INC | ||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 02481 | 042663394 | HEALTH INSURA | MA | 501(C)(4) | HPHC INC | Yes (true) | |
| HPHC OF CONNECTICUT INC | ||||||||||
| 185 ASYLUM ST 2ND FLOOR | HARTFORD | CT | 06103 | 461681667 | HEALTH INSURA | CT | 501(C)(4) | HPHC INC | Yes (true) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|
| HARVARD PILGRIM PHYSICIANS ASSOC INC | |||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | PHYSICIAN ORG | MA | NA | SEE PART VII | Yes (true) | |
| HPHC INSURANCE COMPANY INC | |||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | HEALTH INSURANCE | MA | NA | C CORP | Yes (true) | 043149694 |
| HPHC HOLDING CORPORATION | |||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | HOLDING COMPANY | MA | NA | C CORP | Yes (true) | 043306439 |
| PLAN MARKETING INSURANCE AGENCY INC | |||||||||
| 1500 WEST PARK DRIVE SUITE 330 | WESTBOROUGH | MA | 01581 | BROKERAGE | MA | NA | C CORP | Yes (true) | 042734281 |
| HPHC INSURANCE AGENCY INC | |||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | BROKERAGE | MA | NA | C CORP | Yes (true) | 043016201 |
| HEALTH PLANS INC | |||||||||
| 1500 WEST PARK DRIVE SUITE 330 | WESTBOROUGH | MA | 01581 | TPA | MA | NA | C CORP | Yes (true) | 042734278 |
| CARE MANAGEMENT SERVICES INC | |||||||||
| 1500 WEST PARK DRIVE SUITE 330 | WESTBOROUGH | MA | 01581 | ASO SERVICES | MA | NA | C CORP | Yes (true) | 043438779 |
| 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 | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | 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 | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | 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 | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV, LINE 1 | FormAndLineReferenceDesc |
| Explanation | HARVARD PILGRIM PHYSICIANS ASSOCIATION, INC. IS A NON-PROFIT ORGANIZED UNDER THE LAWS OF MASSACHUSETTS. THIS IS AN INACTIVE ORGANIZATION WHICH WAS DISSOLVED IN 2015. | ExplanationTxt |
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