ATRIUS HEALTH INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUS HEALTH INC (EIN 04-3397450)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201613169349302806
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T14:54:58-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043138777 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CROWN COLONY DRIVE SUITE 400 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | 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 | 043397450 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUS HEALTH INC (FKA HARVARD | BusinessNameLine1Txt |
| Business Name Line2 | VANGUARD MEDICAL ASSOCIATES INC) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATRI | BusinessNameControlTxt |
| Phone | 6175598181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 GROVE STREET NO 3-300 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN STRONGWATER MD | PersonNm |
| Person Title | CEO AND PRESIDENT | PersonTitleTxt |
| Phone | 6175598181 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT V DANDROW | PreparerPersonNm |
| PTIN | P00294799 | PTIN |
| Phone | 6174220007 | 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 | STEVEN STRONGWATER MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 GROVE STREET NO 3-300 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,690,324,527 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ATRIUSHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | WE PROVIDE THE RIGHT CARE WITH KINDNESS AND COMPASSION EVERY DAY FOR EVERY PERSON WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 5615 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $297,507 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $36,833 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,510 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,452,362,583 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,558,247,089 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,308,955 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,029,992 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,396,232 | PYOtherRevenueAmt |
| CY Other Revenue | $7,742,640 | CYOtherRevenueAmt |
| PY Total Revenue | $1,469,104,603 | PYTotalRevenueAmt |
| CY Total Revenue | $1,577,034,231 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $521,276,603 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $563,999,293 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $922,482,007 | PYOtherExpensesAmt |
| CY Other Expenses | $1,041,512,285 | CYOtherExpensesAmt |
| PY Total Expenses | $1,443,758,610 | PYTotalExpensesAmt |
| CY Total Expenses | $1,605,511,578 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,345,993 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$28,477,347 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $641,068,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $656,376,993 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $432,441,782 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $435,418,326 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $208,626,587 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $220,958,667 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE PROVIDE THE RIGHT CARE WITH KINDNESS AND COMPASSION EVERY DAY FOR EVERY PERSON WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,503,703,346 | ExpenseAmt |
| Revenue | $1,558,108,102 | RevenueAmt |
| Desc | STATEMENT 1 AT SCHEDULE O | Desc |
| Total Program Service Expenses | $1,503,703,346 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 250 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5615 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY SAVASTANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175598181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 GROVE STREET SUITE 3-300 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024662275 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| NEIL J BERMAN MD | |||||||||
| PHYSICIAN TRUSTEE | 50.00 | Yes (X) | $187,104 | $231,583 | $40,095 | ||||
| THERESA BRESTEN | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| PATRICE CLIFFORD | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| HELEN DAJER CNM | |||||||||
| APC TRUSTEE; NURSE LEADER | 45.00 | Yes (X) | $170,571 | $0 | $21,600 | ||||
| STEVEN FERZOCO MD | |||||||||
| PHYSICIAN TRUSTEE | 50.00 | Yes (X) | $190,464 | $211,218 | $18,459 | ||||
| RALPH A IANNUZZI MD | |||||||||
| PHYSICIAN T'EE;CHIEF-OTOLARYNGOLOGY | 50.00 | Yes (X) | $824,475 | $0 | $25,568 | ||||
| HIKARU ISIHARA MD | |||||||||
| PHYSICIAN TRUSTEE; INTERNIST | 37.50 | Yes (X) | $257,245 | $0 | $66,608 | ||||
| DIANE LECLAIR | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| LAURA Z LEE MD | |||||||||
| PHYSICIAN TRUSTEE; CHIEF PEDIATRICS | 50.00 | Yes (X) | $218,969 | $0 | $23,131 | ||||
| RICHARD MACDONALD | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| ROBERT MECHANIC | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| SCOTT R PERMAN MD | |||||||||
| PHYSICIAN TRUSTEE | 50.00 | Yes (X) | $159,172 | $256,437 | $110,725 | ||||
| VINOD SAHNEY PHD | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| GUY A SPINELLI MD | |||||||||
| PHYSICIAN TRUSTEE; BOARD CHAIRMAN | 50.00 | Yes (X) | $175,000 | $136,250 | $37,781 | ||||
| MARK STOCKMAN MD | |||||||||
| PHYSICIAN TRUSTEE | 50.00 | Yes (X) | $400,155 | $0 | $57,793 | ||||
| LESLIE TESO-LICHTMAN | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| DANIEL C BURNES MD | |||||||||
| TRANSITION CEO/PRESIDENT THRU 8.2.15 | 50.00 | $1,079,928 | $0 | $51,089 | Yes (X) | ||||
| ROBERT CALWAY | |||||||||
| CLERK TO 9.17.15;SVP SO.-WEST REGION | 50.00 | $125,308 | $141,885 | $48,783 | Yes (X) | ||||
| KIMBERLY L NELSON | |||||||||
| CLERK EFF 9.17.15; CHIEF LEGAL OFF. | 50.00 | $413,302 | $0 | $30,579 | Yes (X) | ||||
| LELAND J STACY | |||||||||
| TREASURER AND CFO | 50.00 | $489,079 | $0 | $53,195 | Yes (X) | ||||
| STEVEN STRONGWATER MD | |||||||||
| CEO AND PRESIDENT EFF. 8.3.15 | 50.00 | $362,454 | $0 | $10,463 | Yes (X) | ||||
| WILLIAM BOYD | |||||||||
| SVP NORTH REGION EFF, 11.1.15 | 50.00 | $410,398 | $0 | $56,366 | Yes (X) | ||||
| KATHLEEN T GARDNER | |||||||||
| CHIEF ADMINISTRATION OFFICER | 50.00 | $487,861 | $0 | $70,412 | Yes (X) | ||||
| RICHARD LOPEZ MD | |||||||||
| CHIEF MEDICAL OFFICER | 50.00 | $540,273 | $0 | $54,582 | Yes (X) | ||||
| DANIEL D MORIARTY | |||||||||
| CIO | 50.00 | $523,695 | $0 | $50,108 | Yes (X) | ||||
| STEVEN LAMPERT MD | |||||||||
| CHIEF CLINICAL OFFICER | 50.00 | $602,315 | $0 | $43,127 | Yes (X) | ||||
| LOUIS A BLEY MD | |||||||||
| ORTHOPEDIST | 50.00 | $751,509 | $0 | $61,521 | Yes (X) | ||||
| KAI MITHOEFER MD | |||||||||
| ORTHOPEDIST | 50.00 | $761,329 | $0 | $30,082 | Yes (X) | ||||
| JESSICA S MOSHER MD | |||||||||
| DERMATOLOGIST | 44.00 | $811,840 | $0 | $59,078 | Yes (X) | ||||
| JAMES E PHILLIPS MD | |||||||||
| ORTHOPEDIST | 50.00 | $863,044 | $0 | $52,126 | Yes (X) | ||||
| STEVEN SHIELDS MD | |||||||||
| CHIEF GASTROENTEROLOGY | 50.00 | $784,665 | $0 | $216,031 | Yes (X) | ||||
| THOMAS M CONGORAN | |||||||||
| FORMER CFO | 0.00 | $301,933 | $0 | $15,988 | Yes (X) | ||||
| H EUGENE LINDSEY MD | |||||||||
| FORMER PRESIDENT & CEO | 0.00 | $313,528 | $0 | $11,763 | Yes (X) | ||||
| LESLIE E SCHWAB MD | |||||||||
| FORMER CMO; INTERNIST | 25.00 | $126,553 | $0 | $16,410 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $12,402,169 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $977,373 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,333,463 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1119 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMERICAN CLEANING | |||||
| 28 STATE STREET | BOSTON | MA | 02109 | CLEANING SERVICES | $3,017,885 |
| MCDERMOTT WILL & EMERY LLP | |||||
| 28 STATE STREET | BOSTON | MA | 02109 | LEGAL | $2,848,019 |
| GOODMAN FACTORS | |||||
| PO BOX 29647 | DALLAS | TX | 75229 | STAFFING SERVICES | $1,456,606 |
| COMMONWEALTH RADIOLOGY ASSOCIATES | |||||
| 1342 BELMONT STREET | BROCKTON | MA | 02301 | RADIOLOGY SERVICES | $1,130,558 |
| SIMPLER NORTH AMERICA | |||||
| PO BOX 643979 | PITTSBURGH | PA | 15264 | CARE IMPROVEMENT | $1,062,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 43 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $14,510 | RelatedOrganizationsAmt |
| Total Contributions | $14,510 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CAPITATION FEES | 621110 | $1,092,876,441 | $1,092,876,441 | |
| FEE FOR SERVICE | 621110 | $385,604,556 | $385,465,569 | $138,987 |
| MEDICARE/MEDICAID | 621110 | $55,905,459 | $55,905,459 | |
| OTHER | 621110 | $23,860,633 | $23,860,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,558,247,089 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,863,682 | TotalRevenueColumnAmt |
| Exclusion | $11,863,682 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,812,325 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,812,325 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,812,325 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $102,013 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,710,312 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $112,456,606 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,290,296 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$833,690 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$833,690 | TotalRevenueColumnAmt |
| Exclusion | -$833,690 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| SUBPART F - FORMS 5471 | 524298 | $2,871,540 | $2,871,540 | ||
| PASS-THRU FROM PARTNERSHIP | 531390 | $44,665 | $44,665 | ||
| PASS-THRU FROM PARTNERSHIP | 531120 | $14,110 | $11,842 | $2,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,930,315 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,577,034,231 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,560,979,642 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $297,507 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,742,572 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,713,863 | TotalAmt |
| Program Services | $8,434,704 | ProgramServicesAmt |
| Management And General | $1,279,159 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,378,039 | TotalAmt |
| Program Services | $382,925,093 | ProgramServicesAmt |
| Management And General | $56,452,946 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,800,559 | TotalAmt |
| Program Services | $24,226,347 | ProgramServicesAmt |
| Management And General | $3,574,212 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,876,133 | TotalAmt |
| Program Services | $50,830,386 | ProgramServicesAmt |
| Management And General | $9,045,747 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,230,699 | TotalAmt |
| Program Services | $23,729,752 | ProgramServicesAmt |
| Management And General | $3,500,947 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,560,625 | TotalAmt |
| Program Services | $1,469,196 | ProgramServicesAmt |
| Management And General | $1,091,429 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,532 | TotalAmt |
| Management And General | $202,532 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Program Services | $60,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,400,377 | TotalAmt |
| Program Services | $632,297,922 | ProgramServicesAmt |
| Management And General | $3,102,455 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,640,972 | TotalAmt |
| Program Services | $56,553 | ProgramServicesAmt |
| Management And General | $1,584,419 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,102,158 | TotalAmt |
| Program Services | $12,596,558 | ProgramServicesAmt |
| Management And General | $3,505,600 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,217,536 | TotalAmt |
| Program Services | $227,008 | ProgramServicesAmt |
| Management And General | $14,990,528 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,811,668 | TotalAmt |
| Program Services | $44,918,392 | ProgramServicesAmt |
| Management And General | $1,893,276 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $939,012 | TotalAmt |
| Program Services | $457,478 | ProgramServicesAmt |
| Management And General | $481,534 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,490 | TotalAmt |
| Program Services | $222,872 | ProgramServicesAmt |
| Management And General | $182,618 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,065,668 | TotalAmt |
| Program Services | $25,132,619 | ProgramServicesAmt |
| Management And General | $933,049 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,563,976 | TotalAmt |
| Program Services | $12,613,734 | ProgramServicesAmt |
| Management And General | -$49,758 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PHARMACY EXPENSE | $250,993,540 | $250,993,540 | |
| MEDICAL SUPPLIES | $28,301,850 | $28,264,311 | $37,539 |
| BAD DEBT EXPENSE | $4,246,881 | $4,246,881 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,605,511,578 | TotalAmt |
| Program Services | $1,503,703,346 | ProgramServicesAmt |
| Management And General | $101,808,232 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,903 | BOYAmt |
| EOY | $78,700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,419,185 | BOYAmt |
| EOY | $118,662,638 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,435,596 | BOYAmt |
| EOY | $49,892,250 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,502 | BOYAmt |
| EOY | $550,732 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,806,975 | BOYAmt |
| EOY | $13,620,729 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,831,800 | BOYAmt |
| EOY | $90,644,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $513,386,899 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $278,396,110 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,354,828 | BOYAmt |
| EOY | $234,990,789 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,557,223 | BOYAmt |
| EOY | $144,191,348 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,052,846 | BOYAmt |
| EOY | $1,306,306 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,745,511 | BOYAmt |
| EOY | $2,438,725 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $641,068,369 | BOYAmt |
| EOY | $656,376,993 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,908,618 | BOYAmt |
| EOY | $292,042,780 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,405,572 | BOYAmt |
| EOY | $4,491,705 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,938,800 | BOYAmt |
| EOY | $102,689,525 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,995,031 | BOYAmt |
| EOY | $35,805,288 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,193,761 | BOYAmt |
| EOY | $389,028 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,441,782 | BOYAmt |
| EOY | $435,418,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,626,587 | BOYAmt |
| EOY | $220,958,667 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,626,587 | BOYAmt |
| EOY | $220,958,667 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $641,068,369 | BOYAmt |
| EOY | $656,376,993 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$28,477,347 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,191,155 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $42,000,582 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,510 | CurrentTaxYearAmt |
| Total | $251,705 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,321,291,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,295,369,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,273,889,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,452,199,294 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,558,108,102 | CurrentTaxYearAmt |
| Total | $6,900,857,965 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,321,405,164 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,295,413,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,273,932,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,452,236,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,558,122,612 | CurrentTaxYearAmt |
| Total | $6,901,109,670 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,901,109,670 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,678,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,083,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,551,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,453,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,690,117 | CurrentTaxYearAmt |
| Total | $64,457,888 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $44,665 | CurrentTaxYearAmt |
| Total | $44,665 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,678,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,083,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,551,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,453,249 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,734,782 | CurrentTaxYearAmt |
| Total | $64,502,553 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,333,084,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,308,497,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,285,484,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,463,689,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,574,857,394 | CurrentTaxYearAmt |
| Total | $6,965,612,223 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99070 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99140 | PublicSupportPY509Pct |
| Investment Income CY | 0.00930 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00860 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $31,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $61,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $92,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PART II-B, LINE 1, LOBBYING ACTIVITIES: ATRIUS HEALTH IS A 501 (C)(3) ORGANIZATION THAT SUPPORTS ITS AFFILIATED GROUPS TO IMPROVE THE HEALTH OF THEIR PATIENTS AND COMMUNITIES. IN FULFILLMENT OF THE ABOVE MISSION, ATRIUS HEALTH ADVOCATES ON A NUMBER OF ISSUES ON BEHALF OF OUR CLINICIANS AND PATIENTS ON ISSUES SUCH AS PAYMENT REFORM, HEALTH CARE REFORM AND HEALTH INFORMATION TECHNOLOGY. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,489,452 | OtherCostOrOtherBasisAmt |
| Book Value | $28,489,452 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $217,522,117 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,350,236 | DepreciationAmt |
| Book Value | $144,171,881 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,742,109 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,999,834 | DepreciationAmt |
| Book Value | $22,742,275 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $181,350,330 | OtherCostOrOtherBasisAmt |
| Depreciation | $146,046,040 | DepreciationAmt |
| Book Value | $35,304,290 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,282,891 | OtherCostOrOtherBasisAmt |
| Book Value | $4,282,891 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $234,990,789 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATION | Desc |
| Amt | $389,028 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $389,028 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEIL J BERMAN MD | ||||||||||||||
| PHYSICIAN TRUSTEE | $139,033 | $153,750 | $30,571 | $77,833 | $17,500 | $0 | $670 | $13,895 | $14,040 | $11,490 | $201,814 | $256,968 | $0 | $0 |
| HELEN DAJER CNM | ||||||||||||||
| APC TRUSTEE; NURSE LEADER | $169,539 | $0 | $0 | $0 | $1,032 | $0 | $18,636 | $0 | $2,964 | $0 | $192,171 | $0 | $0 | $0 |
| STEVEN FERZOCO MD | ||||||||||||||
| PHYSICIAN TRUSTEE | $190,464 | $211,218 | $0 | $0 | $0 | $0 | -$11,365 | $980 | $9,399 | $19,445 | $188,498 | $231,643 | $0 | $0 |
| RALPH A IANNUZZI MD | ||||||||||||||
| PHYSICIAN T'EE;CHIEF-OTOLARYNGOLOGY | $738,493 | $0 | $15,094 | $0 | $70,888 | $0 | $23,850 | $0 | $1,718 | $0 | $850,043 | $0 | $37,999 | $0 |
| HIKARU ISIHARA MD | ||||||||||||||
| PHYSICIAN TRUSTEE; INTERNIST | $242,956 | $0 | $10,725 | $0 | $3,564 | $0 | $27,998 | $0 | $38,610 | $0 | $323,853 | $0 | $10,725 | $0 |
| LAURA Z LEE MD | ||||||||||||||
| PHYSICIAN TRUSTEE; CHIEF PEDIATRICS | $203,815 | $0 | $14,344 | $0 | $810 | $0 | $21,563 | $0 | $1,568 | $0 | $242,100 | $0 | $14,344 | $0 |
| SCOTT R PERMAN MD | ||||||||||||||
| PHYSICIAN TRUSTEE | $151,672 | $238,803 | $0 | $7,134 | $7,500 | $10,500 | $70,720 | $27,775 | $6,115 | $6,115 | $236,007 | $290,327 | $0 | $0 |
| GUY A SPINELLI MD | ||||||||||||||
| PHYSICIAN TRUSTEE; BOARD CHAIRMAN | $157,500 | $125,000 | $0 | $11,250 | $17,500 | $0 | $6,626 | $8,175 | $7,209 | $15,771 | $188,835 | $160,196 | $0 | $0 |
| MARK STOCKMAN MD | ||||||||||||||
| PHYSICIAN TRUSTEE | $385,688 | $0 | $6,019 | $0 | $8,448 | $0 | $26,500 | $0 | $31,293 | $0 | $457,948 | $0 | $11,972 | $0 |
| DANIEL C BURNES MD | ||||||||||||||
| TRANSITION CEO/PRESIDENT THRU 8.2.15 | $777,582 | $0 | $277,488 | $0 | $24,858 | $0 | $26,500 | $0 | $24,589 | $0 | $1,131,017 | $0 | $277,488 | $0 |
| ROBERT CALWAY | ||||||||||||||
| CLERK TO 9.17.15;SVP SO.-WEST REGION | $125,308 | $117,885 | $0 | $24,000 | $0 | $0 | $7,669 | $7,073 | $22,551 | $11,490 | $155,528 | $160,448 | $0 | $0 |
| KIMBERLY L NELSON | ||||||||||||||
| CLERK EFF 9.17.15; CHIEF LEGAL OFF. | $328,685 | $0 | $80,705 | $0 | $3,912 | $0 | $26,551 | $0 | $4,028 | $0 | $443,881 | $0 | $80,705 | $0 |
| LELAND J STACY | ||||||||||||||
| TREASURER AND CFO | $392,487 | $0 | $91,438 | $0 | $5,154 | $0 | $26,502 | $0 | $26,693 | $0 | $542,274 | $0 | $91,438 | $0 |
| STEVEN STRONGWATER MD | ||||||||||||||
| CEO AND PRESIDENT EFF. 8.3.15 | $360,701 | $0 | $0 | $0 | $1,753 | $0 | $0 | $0 | $10,463 | $0 | $372,917 | $0 | $0 | $0 |
| WILLIAM BOYD | ||||||||||||||
| SVP NORTH REGION EFF, 11.1.15 | $346,858 | $0 | $62,730 | $0 | $810 | $0 | $26,500 | $0 | $29,866 | $0 | $466,764 | $0 | $62,730 | $0 |
| KATHLEEN T GARDNER | ||||||||||||||
| CHIEF ADMINISTRATION OFFICER | $303,252 | $0 | $137,272 | $0 | $47,337 | $0 | $26,500 | $0 | $43,912 | $0 | $558,273 | $0 | $0 | $0 |
| RICHARD LOPEZ MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $415,021 | $0 | $121,688 | $0 | $3,564 | $0 | $29,993 | $0 | $24,589 | $0 | $594,855 | $0 | $0 | $0 |
| DANIEL D MORIARTY | ||||||||||||||
| CIO | $348,508 | $0 | $170,033 | $0 | $5,154 | $0 | $26,500 | $0 | $23,608 | $0 | $573,803 | $0 | $0 | $0 |
| STEVEN LAMPERT MD | ||||||||||||||
| CHIEF CLINICAL OFFICER | $471,988 | $0 | $123,469 | $0 | $6,858 | $0 | $26,500 | $0 | $16,627 | $0 | $645,442 | $0 | $124,148 | $0 |
| LOUIS A BLEY MD | ||||||||||||||
| ORTHOPEDIST | $727,709 | $0 | $3,400 | $0 | $20,400 | $0 | $23,850 | $0 | $37,671 | $0 | $813,030 | $0 | $0 | $0 |
| KAI MITHOEFER MD | ||||||||||||||
| ORTHOPEDIST | $753,478 | $0 | $5,019 | $0 | $2,832 | $0 | $26,500 | $0 | $3,582 | $0 | $791,411 | $0 | $0 | $0 |
| JESSICA S MOSHER MD | ||||||||||||||
| DERMATOLOGIST | $802,347 | $0 | $7,093 | $0 | $2,400 | $0 | $26,500 | $0 | $32,578 | $0 | $870,918 | $0 | $0 | $0 |
| JAMES E PHILLIPS MD | ||||||||||||||
| ORTHOPEDIST | $836,249 | $0 | $6,395 | $0 | $20,400 | $0 | $23,850 | $0 | $28,276 | $0 | $915,170 | $0 | $0 | $0 |
| STEVEN SHIELDS MD | ||||||||||||||
| CHIEF GASTROENTEROLOGY | $773,752 | $0 | $8,081 | $0 | $2,832 | $0 | $186,179 | $0 | $29,852 | $0 | $1,000,696 | $0 | $0 | $0 |
| THOMAS M CONGORAN | ||||||||||||||
| FORMER CFO | -$5,759 | $0 | $0 | $0 | $307,692 | $0 | $0 | $0 | $15,988 | $0 | $317,921 | $0 | $307,692 | $0 |
| H EUGENE LINDSEY MD | ||||||||||||||
| FORMER PRESIDENT & CEO | -$2,573 | $0 | $0 | $0 | $316,101 | $0 | $0 | $0 | $11,763 | $0 | $325,291 | $0 | $316,101 | $0 |
| LESLIE E SCHWAB MD | ||||||||||||||
| FORMER CMO; INTERNIST | $102,855 | $0 | $19,045 | $0 | $4,653 | $0 | $12,492 | $0 | $3,918 | $0 | $142,963 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, QUESTION 4A - INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A WHO RECEIVED SEVERANCE PAYMENTS IN 2015 THOMAS M. CONGORAN - $307,692 PAID IN 2015 EUGENE LINDSEY, MD - $316,101 PAID IN 2015 SCHEDULE J, QUESTION 4B - INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A WHO PARTICIPATED IN, OR RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. LOUIS BLEY; DANIEL BURNES; RALPH IANNUZZI; HIKARU ISIHARA; STEVEN LAMPERT; LAURA LEE; RICHARD LOPEZ; KAI MITHOEFER; JESSICA MOSHER; JAMES PHILLIPS; STEVEN SHIELDS; MARK STOCKMAN | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2012-04-25 | BondIssuedDt |
| Issue Price | $86,095,000 | IssuePriceAmt |
| Purpose | REFINANCE CAPITAL COSTS (NOTE 1) | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $10,845,000 | RetiredAmt |
| Total Proceeds | $86,095,000 | TotalProceedsAmt |
| Refunding Escrow | $68,256,651 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $568,546 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $17,269,803 | OtherSpentProceedsAmt |
| Substantial Completion | 2012 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART 1, LINE B, COLUMN F - NOTE 1 | FormAndLineReferenceDesc |
| Explanation | THE 2012 ISSUE REFINANCED THE 2007 ISSUE. THE PROCEEDS OF THE 2012 ISSUE WERE USED TO: RETIRE THE 2007 ISSUE - $68,256,651; PAY ISSUANCE COSTS - $568,546; AND PAY THE SWAP TERMINATION CHARGES - $17,269,803 (PART II, LINE 11 - OTHER SPENT PROCEEDS). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| STATEMENT 1: DESCRIPTION OF ORGANIZATION'S PROGRAM SERVICE ACCOMPLISHMENTS | IN 2015 THE ORGANIZATION PROVIDED MEDICAL, PREVENTATIVE AND OTHER CLINICAL SERVICES TO ITS APPROXIMATELY 555,000 PATIENTS THROUGH 2,054,900 PATIENT VISITS (INCLUDING 149,742 MEDICAID VISITS AND 399,635 MEDICARE VISITS). THE ORGANIZATION WORKS TO IMPROVE THE QUALITY OF HEALTH CARE SERVICES PROVIDED TO PATIENTS IN EASTERN AND CENTRAL MASSACHUSETTS THROUGH CLINICAL INTEGRATION AND THE IMPLEMENTATION OF A UNIFIED ELECTRONIC MEDICAL RECORD SYSTEM. THE ORGANIZATION PARTICIPATED IN EDUCATIONAL AND TRAINING PROGRAMS FOR MEDICAL STUDENTS AND MEDICAL RESIDENTS AND FOR OTHER HEALTHCARE PROFESSIONALS INCLUDING PHYSICIAN ASSISTANTS AND NURSES, SUCH PROGRAMS INCLUDED 164 CLINICIAN TEACHERS. THE ORGANIZATION CONDUCTED CLINICAL RESEARCH ACTIVITIES WHICH WILL IMPACT THE COMMUNITIES AT LARGE. |
| FORM 990, PART VI, SECTION A, LINE 4 | IN 2015 HARVARD VANGUARD MEDICAL ASSOCIATES, INC. CHANGED ITS CORPORATE NAME TO ATRIUS HEALTH, INC. THE ORGANIZATION'S BYLAWS ("BYLAWS") WERE AMENDED IN 2015 TO PROVIDE THAT THE BOARD OF TRUSTEES ("BOARD") SHALL CONSIST OF BETWEEN FOURTEEN (14) AND SIXTEEN (16) VOTING TRUSTEES AS FOLLOWS: (I) EIGHT (8) EMPLOYED PHYSICIAN TRUSTEES; (II) ONE EMPLOYED ADVANCED PRACTICE CLINICIAN; (III) FOUR (4) TO SIX (6) COMMUNITY TRUSTEES; AND (IV) ONE (1) COMMUNITY TRUSTEE RECOMMENDED BY THE VNA CARE NETWORK FOUNDATION, INC. ("VNACNF") (ATRIUS HEALTH SERVES AS THE CORPORATE MEMBER OF THE VNACNF). IN ADDITION, THERE ARE THREE (3) NON-VOTING EX-OFFICIO TRUSTEES - THE CHIEF EXECUTIVE OFFICER ("CEO"), THE CHIEF MEDICAL OFFICER ("CMO") AND THE CHAIR OF THE CLINICAL ADVISORY COMMITTEE. THE BOARD NO LONGER HAS ANY STATUTORY MEMBERS AND EACH VOTING TRUSTEE HAS ONE VOTE. THE BYLAWS INCLUDE CERTAIN MATTERS THAT REQUIRE SUPER-MAJORITY VOTES OF EITHER 70% OR 80%. THE BYLAWS CALL FOR A TRANSITION, OVER 2016 AND 2017, FROM THIS BOARD COMPOSITION TO A BOARD COMPOSITION WHICH WILL INCLUDE SEVEN EMPLOYED (7) PHYSICIAN TRUSTEES ELECTED BY THE VMOCS (DEFINED BELOW) AND SEVEN (7) COMMUNITY TRUSTEES. ATRIUS HEALTH CONTINUES TO SERVE AS THE CORPORATE MEMBER OF THE VNACNF AND THE ATRIUS HEALTH FOUNDATION WITH CERTAIN RESERVED POWERS. IN ADDITION, THE ORGANIZATION'S ARTICLES OF ORGANIZATION PURPOSES WERE AMENDED TO REFLECT THE NEW GOVERNANCE STRUCTURE OF THE ORGANIZATION WHICH NO LONGER INCLUDES A CORPORATE MEMBER. AS PROVIDED BY THE BY-LAWS, THE VOTING MEMBERS OF THE CORPORATION (VMOCS) ARE THE PHYSICIAN EMPLOYEES OF THE CORPORATION WHO MUST (A) BE AN EMPLOYEE OF THE CORPORATION IN GOOD STANDING; (B) HAVE A MINIMUM WORK SCHEDULE REQUIREMENT OF .5 FTE; AND (C) BE EMPLOYED BY THE CORPORATION FOR AT LEAST 2 YEARS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE VOTING MEMBERS OF THE CORPORATION ("VMOCS") ELECT THE PHYSICIAN TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE VOTING MEMBERS OF THE CORPORATION ("VMOCS) ELECT THE PHYSICIAN TRUSTEES. THE VMOCS HAVE NO STATUTORY OR OTHER GOVERNANCE RIGHTS. CERTAIN OF THE INDEPENDENT TRUSTEES SERVE AS THE MEMBERS OF THE COMPENSATION COMMITTEE FOR THE CORPORATION. THE CORPORATION'S BY-LAWS DIRECT THE COMPENSATION COMMITTEE TO: (I) CONSULT WITH A NATIONALLY RECOGNIZED COMPENSATION CONSULTING COMPANY TO ASSIST IT IN DETERMINING THAT SUCH COMPENSATION RANGES AND STRUCTURE ARE REASONABLE (AS DEFINED BY APPLICABLE INTERNAL REVENUE SERVICE REGULATIONS AND RULINGS); (II) ADOPT AND IMPLEMENT POLICIES AND PROCEDURES CONSISTENT WITH SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME, AND THE REGULATIONS ISSUED THEREUNDER. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION ENGAGED AN OUTSIDE TAX/ACCOUNTING FIRM TO REVIEW AND PREPARE THE FORM 990. AN INTERNAL TEAM INCLUDING STAFF FROM LEGAL, ACCOUNTING, AND HUMAN RESOURCES DEPARTMENTS WORKS CLOSELY WITH THE OUTSIDE FIRM TO PREPARE THE DOCUMENT. THE BOARD OF TRUSTEES RECEIVES A FINAL DRAFT OF THE 990 AND FORMALLY REVIEWS AND APPROVES THE ENTIRE DOCUMENT BEFORE FILING. MATERIAL ISSUES (IF ANY) WOULD BE HIGHLIGHTED IN THE OUTSIDE FIRM'S PRESENTATION TO THE AUDIT AND COMPLIANCE COMMITTEE BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AS DEFINED BY THE POLICY AND THE IRS. OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE RESPONSES ARE REVIEWED BY THE GENERAL COUNSEL. IN THE EVENT A CONFLICT IS DISCLOSED THE GENERAL COUNSEL REVIEWS SUCH CONFLICT WITH THE CHAIR OF THE BOARD OF TRUSTEES AND THE CHAIR OF THE GOVERNANCE COMMITTEE. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, ANY SUCH DISCLOSURE THAT MEETS THE DEFINITION OF A POTENTIAL CONFLICT IS REVIEWED BY THE BOARD OF TRUSTEES AND ADDRESSED AS DIRECTED BY THE BOARD. IN ACCORDANCE WITH THE POLICY, OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST THAT ARISES DURING THE YEAR AND ANY SUCH POTENTIAL CONFLICT WOULD BE REVIEWED IN ACCORDANCE WITH THE PROCESS NOTED ABOVE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S COMPENSATION PROGRAMS FOR ITS OFFICERS AND KEY EMPLOYEES AND THE PHYSICIAN COMPENSATION MODELS ARE PREPARED IN COMPLIANCE WITH IRS GUIDELINES. COMPENSATION RECOMMENDATIONS ARE MADE BASED ON A COMPENSATION PHILOSOPHY APPROVED BY THE ORGANIZATION'S COMPENSATION COMMITTEE WHICH IS MADE UP OF INDEPENDENT TRUSTEES. THE INDEPENDENT COMPENSATION COMMITTEE APPROVES COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES BASED ON RESEARCH AND STATEMENTS OF REASONABLENESS FROM NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS WHO PROVIDE AN ANALYSIS WITH REGARD TO DETERMINING THE MARKET COMPETITIVENESS AND REASONABLENESS OF THE COMPENSATION. ANNUALLY THE COMMITTEE APPROVES THE ORGANIZATIONAL GOALS (FOR EXAMPLE INCLUDING GOALS RELATED TO PATIENT SAFETY AND QUALITY) AND MEASUREMENTS FOR THE CEO, OFFICERS AND KEY EMPLOYEES. THE KEY CRITERIA FOR OFFICERS, KEY EMPLOYEES AND PHYSICIANS ARE MARKET COMPETITIVENESS, ORGANIZATIONAL ACHIEVEMENT AND INDIVIDUAL PERFORMANCE. CEO COMPENSATION IS BASED ON MARKET COMPETITIVENESS, AN EVALUATION OF INDIVIDUAL PERFORMANCE, AN ASSESSMENT OF ACHIEVEMENT OF ORGANIZATIONAL GOALS AND SUBJECTIVE AND OBJECTIVE MEASUREMENTS APPROVED BY THE COMMITTEE. COMPENSATION DECISIONS BY THE COMMITTEE ARE MADE IN ADVANCE OF IMPLEMENTATION, AND ARE PROPERLY DOCUMENTED ON A TIMELY BASIS IN COMMITTEE MINUTES. ALL COMPENSATION DECISIONS RELATED TO OFFICERS AND KEY EMPLOYEES AND THE PHYSICIAN COMPENSATION MODELS MUST BE APPROVED BY THE ORGANIZATION'S COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE ATTACHED TO THE MA FORM PC FILED WITH THE ATTORNEY GENERAL'S OFFICE, WHICH IS OPEN TO PUBLIC INSPECTION. THE ARTICLES OF ORGANIZATION ARE AVAILABLE AT THE MASSACHUSETTS SECRETARY OF STATE'S OFFICE, INCLUDING ON-LINE. OTHER GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. REQUESTS FOR COPIES OF SUCH DOCUMENTS ARE CONSIDERED ON A CASE BY CASE BASIS. |
| FORM 990, PART IX, LINE 11G | OUTSIDE UTILIZATION CHARGES (CAPITATION CONTRACTS): PROGRAM SERVICE EXPENSES 621,604,605. MANAGEMENT AND GENERAL EXPENSES -126,086. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 621,478,519. OTHER SERVICES: PROGRAM SERVICE EXPENSES 10,693,317. MANAGEMENT AND GENERAL EXPENSES 3,228,541. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,921,858. |
| FORM 990, PART XI, LINE 9: | CRICO SUBPART F INCOME - INCOME FOR FORM 990, NOT FOR FINANCIAL REPORTING -2,871,540. CHANGE IN INTEREST IN AFFILIATE 2,686. TRANSFERS TO 501(C)(3) AFFILIATE -115,794. NET ASSETS RECEIVED FROM MERGER OF AFFILATES 44,985,230. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ATRIUS HEALTH INC (LEGACY - MERGED INTO NEW ATRIUS 63015) | |||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 010803117 | ORGANIZE AND INTEGRATE HEALTHCARE DELIVERY | MA | 501(C)(3) | LINE 9 | N/A | 0 | |
| DEDHAM MEDICAL ASSOCIATES INC (MERGED INTO NEW ATRIUS 63015) | |||||||||||
| ONE LYONS STREET | DEDHAM | MA | 02026 | 043136240 | MULTI-SPECIALTY MEDICAL GROUP | MA | 501(C)(3) | LINE 9 | Yes (1) | ATRIUS HEALTH INC | |
| GRANITE MEDICAL GROUP INC (MERGED INTO NEW ATRIUS 63015) | |||||||||||
| 500 CONGRESS STREET | QUINCY | MA | 02169 | 043341331 | MULTI-SPECIALTY MEDICAL GROUP | MA | 501(C)(3) | LINE 9 | Yes (1) | ATRIUS HEALTH INC | |
| ATRIUS HEALTH FOUNDATION INC | |||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 264517944 | SUPPORT ATRIUS HEALTH AND ITS PARTICIPATING ORGANIZATIONS | MA | 501(C)(3) | LINE 11A, I | Yes (1) | ATRIUS HEALTH INC | |
| VISITING NURSE ASSOCIATION OF BOSTON INC | |||||||||||
| 500 RUTHERFORD AVENUE | CHARLESTOWN | MA | 02129 | 042105800 | HOME HEALTH CARE | MA | 501 (C)(3) | LINE 9 | Yes (1) | VISITING NURSE ASSN OF BOSTON FOUNDATION INC | |
| VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION INC | |||||||||||
| 500 RUTHERFORD AVENUE | CHARLESTOWN | MA | 02129 | 042880614 | FUND RAISING | MA | 501 (C)(3) | LINE 7 | Yes (1) | VNA CARE NETWORK FOUNDATION INC | |
| VNA HOSPICE CARE INC | |||||||||||
| 100 TRADE CENTER SUITE G-500 | WOBURN | MA | 01801 | 042658051 | HOSPICE CARE | MA | 501 (C)(3) | LINE 9 | Yes (1) | VISITING NURSE ASSN OF BOSTON FOUNDATION INC | |
| VISITING NURSE ASSOCIATION OF BOSTON MANAGMENT RESOURCES INC | |||||||||||
| 500 RUTHERFORD AVENUE | CHARLESTOWN | MA | 02129 | 042880108 | MANAGEMENT SERVICES | MA | 501 (C)(3) | LINE 9 | Yes (1) | VISITING NURSE ASSN OF BOSTON FOUNDATION INC | |
| VNA CARE HOSPICE INC | |||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 043217872 | HOSPICE CARE | MA | 501 (C)(3) | LINE 9 | Yes (1) | VNA CARE NETWORK FOUNDATION INC | |
| VNA CARE NETWORK FOUNDATION INC | |||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 042794849 | MANAGEMENT SERVICES | MA | 501 (C)(3) | LINE 9 | Yes (1) | ATRIUS HEALTH INC | |
| VNA CARE NETWORK INC | |||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 042103825 | HOME HEALTH CARE | MA | 501 (C)(3) | LINE 9 | Yes (1) | VNA CARE NETWORK FOUNDATION INC | |
| VNA CARE ADVANTAGE INC | |||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 042953171 | DAY CARE | MA | 501 (C)(3) | LINE 9 | Yes (1) | VNA CARE NETWORK FOUNDATION INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VENTURE 3-WW LLC (DISSOLVED 123015) | |||||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 208676840 | INACTIVE | MA | N/A | RELATED | 0 | Yes (1) | 0.48000 | ||
| HOME STAFF LLC | |||||||||||||
| 40 MILLBROOK STREET | WORCESTER | MA | 01606 | 421757904 | HOME CARE | MA | N/A | ||||||
| DEDHAM MEDICAL URGENT CARE CTR AFFILIATED WITH BID MED CTR LLC | |||||||||||||
| 1177 PROVIDENCE HWY | NORWOOD | MA | 02062 | 463745783 | URGENT HEALTH CARE SERVICES | MA | RELATED | 0 | Yes (1) | -$402,805 | $460,623 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DEDHAM MEDICAL ASSOCIATES INC (PRE-MERGER) | ||
| L | $2,610,000 | COST |
| DEDHAM MEDICAL ASSOCIATES INC (PRE-MERGER) | ||
| M | $786,000 | COST |
| ATRIUS HEALTH FOUNDATION INC | ||
| B | $115,794 | COVER OPERATING COSTS |
| ATRIUS HEALTH FOUNDATION INC | ||
| C | $14,510 | COST |
| ATRIUS HEALTH FOUNDATION INC | ||
| L | $115,794 | COST |
| GRANITE MEDICAL GROUP INC (PRE-MERGER) | ||
| L | $1,119,000 | COST |
| DEDHAM MEDICAL ASSOCIATES INC (MERGER 63015) | ||
| S | $26,747,169 | NET ASSETS AT 6.30.15 |
| GRANITE MEDICAL GROUP INC (MERGER 63015) | ||
| S | $17,154,672 | NET ASSETS AT 6.30.15 |
| ATRIUS HEALTH INC (LEGACY) (MERGER 63015) | ||
| S | $983,389 | NET ASSETS AT 6.30.15 |
| GRANITE MEDICAL GROUP INC (PRE-MERGER) | ||
| M | $1,318,000 | COST |
| VNA CARE NETWORK FOUNDATION | ||
| L | $378,169 | COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 2 | FormAndLineReferenceDesc |
| Explanation | JOINT PROGRAMS WITH CERTAIN RELATED ORGANIZATIONS (CODE L AND M) HARVARD VANGUARD MEDICAL ASSOCIATES AND EACH OF DEDHAM MEDICAL ASSOCIATES, GRANITE MEDICAL GROUP AND RELIANT MEDICAL GROUP HAVE ENTERED INTO SEVERAL JOINT CLINICAL AND ADMINISTRATIVE PROGRAMS. | ExplanationTxt |
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