2015-03-02T10:38:32-06:00 2014-08-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2013-09-01 450484533 HEALTH LEADS INC HEAL 6173913633 2 OLIVER STREET 10TH FLOOR BOSTON MA 02109 SARAH DITROIA COO 6175222766 2015-02-26 1 THOMAS A WASHBURN P00537319 5083669100 2015-02-26 2013 2016-02-25 16:41:14Z SARAH DITROIA 2 OLIVER STREET 10TH FLOOR BOSTON MA 02109 25697813 0 X WWW.HEALTHLEADSUSA.ORG X 2003 MA HEALTH LEADS ENVISIONS A HEALTHCARE SYSTEM THAT ADDRESSES ALL PATIENTS' BASIC RESOURCE NEEDS AS A STANDARD PART OF QUALITY CARE. HEALTH LEADS' MISSION IS TO CATALYZE THIS HEALTHCARE SYSTEM BY CONNECTING PATIENTS WITH THE BASIC RESOURCES THEY NEED TO BE HEALTHY, AND IN DOING SO, BUILD LEADERS WITH THE CONVICTION AND ABILITY TO CHAMPION QUALITY CARE FOR ALL PATIENTS. 12 11 93 859 0 0 3379524 23872935 870308 1247006 35844 55154 5787 0 4291463 25175095 0 0 0 0 6112310 6598067 0 0 743577 2435471 2656028 8547781 9254095 -4256318 15921000 9571137 25593970 202553 246504 9368584 25347466 X HEALTH LEADS ENVISIONS A HEALTHCARE SYSTEM THAT ADDRESSES ALL PATIENTS' BASIC RESOURCE NEEDS AS A STANDARD PART OF QUALITY CARE. HEALTH LEADS' MISSION IS TO CATALYZE THIS HEALTHCARE SYSTEM BY CONNECTING PATIENTS WITH THE BASIC RESOURCES THEY NEED TO BE HEALTHY, AND IN DOING SO, BUILD LEADERS WITH THE CONVICTION AND ABILITY TO CHAMPION QUALITY CARE FOR ALL PATIENTS. 0 0 7171404 1247006 IN CLINICS WHERE HEALTH LEADS OPERATES, PHYSICIANS CAN "PRESCRIBE" FOOD, HOUSING, OR OTHER CRITICAL RESOURCES - JUST AS THEY WOULD MEDICATION. PATIENTS TAKE THEIR PRESCRIPTIONS TO THE CLINIC WAITING ROOM, WHERE HEALTH LEADS' RIGOROUSLY TRAINED COLLEGE VOLUNTEERS CONNECT THEM TO THESE RESOURCES. DURING THE 2013 TAX YEAR, HEALTH LEADS' CORPS OF 859 VOLUNTEERS ASSISTED 50,456 CHILDREN AND ADULTS WITH ACCESSING THE RESOURCES THEY NEED TO BE HEALTHY, IN BOSTON, PROVIDENCE, NEW YORK, BALTIMORE, WASHINGTON, D.C., CHICAGO AND CALIFORNIA. 7171404 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 149 0 1 93 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA NY RI IL MD DC CA X X VICTORIA JALAL 6178618024 2 OLIVER STREET 10TH FLOOR BOSTON MA 02109 REBECCA ONIE MILDER CEO 40.00 X X 158463 0 32400 MICHAEL BLAU CLERK 1.50 X X 0 0 0 GARY COHEN BOARD MEMBER 0.50 X 0 0 0 SUSAN DONAHUE VICE CHAIR OF THE BOARD 0.50 X X 0 0 0 ELIZA GREENBERG BOARD MEMBER 0.50 X 0 0 0 JUDITH KURLAND BOARD MEMBER 0.50 X 0 0 0 SARAH LUKAS TREASURER 2.00 X X 0 0 0 JOHN MANDILE CHAIR 0.50 X X 0 0 0 LAURA SAMBERG BOARD MEMBER 0.50 X 0 0 0 LARRY COHEN BOARD MEMBER 0.50 X 0 0 0 HOWARD A SILVERSTEIN BOARD MEMBER 0.50 X 0 0 0 GEORGE JACKOBOICE JR BOARD MEMBER 0.50 X 0 0 0 SARAH DITROIA CHIEF OPERATING OFFICER 40.00 X 188094 0 35068 CHUCK GORDAN VP OF DEVELOPMENT 40.00 X 206840 0 12395 ALEXANDRA QUINN VP STRATEGY & OPS. 40.00 X 148668 0 27920 SUSAN DALELIO VP OF ACCOUNTS, PROGRAM & EXPANSION 40.00 X 142331 0 27497 BRIAN P HERMANSPAN VP OF BUSINESS DEVELOPMENT 40.00 X 161501 0 30150 VICTORIA JALAL VP OF TALENT & STRATEGIC ASSETS 40.00 X 135190 0 27224 KAREN TIROZZI VP OF RESEARCH AND DEVELOPMENT 40.00 X 138820 0 27666 1279907 0 220320 13 0 1 0 0 23872935 23872935 PROGRAM REVENUE 900099 1247006 1247006 1247006 81142 81142 496730 522718 -25988 -25988 -25988 25175095 1247006 0 55154 523547 274248 114946 134353 4995298 3916698 675657 402943 127539 92403 17897 17239 506077 438043 62474 5560 445606 311924 66841 66841 31349 31349 630116 495967 64270 69879 9778 9778 206793 138936 65336 2521 183202 142383 31715 9104 226623 118052 85054 23517 527463 448014 73449 6000 208337 185428 22401 508 165895 165895 11787 11787 STIPENDS 312896 312896 RECRUITING 109953 109953 BANK FEES 17772 14772 3000 MISCELLANEOUS 8827 7474 928 425 5237 3312 238 1687 9254095 7171404 1339114 743577 728296 1445112 1018049 1771897 5210611 20385533 13180 12032 561688 293677 393514 268011 2176221 1711385 31266 0 9571137 25593970 202553 246504 202553 246504 X 2328128 3344677 7040456 22002789 9368584 25347466 9571137 25593970 15921000 57882 0 X X 0 1 X 1 0 X 10129886 6942446 6331852 3160126 23872935 50437245 10129886 6942446 6331852 3160126 23872935 50437245 24824991 25612254 1896 20122 89156 35844 81142 228160 843 -5751 -4908 50660497 2823698 0.50560 0.65970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 561688 293677 268011 268011 X 27108284 57882 1875307 1933189 25175095 0 25175095 11129402 1875307 1875307 9254095 0 9254095 PART X, LINE 2: HEALTH LEADS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. HEALTH LEADS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT AUGUST 31, 2014 AND 2013. HEALTH LEADS' INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. X X X 0 0 0 0 0 0 0 0 0 REBECCA ONIE MILDER CEO 152118 0 6345 0 0 0 7200 0 25200 0 190863 0 0 0 SARAH DITROIA CHIEF OPERATING OFFICER 182352 0 5742 0 0 0 7793 0 27275 0 223162 0 0 0 CHUCK GORDAN VP OF DEVELOPMENT 206840 0 0 0 0 0 2754 0 9641 0 219235 0 0 0 ALEXANDRA QUINN VP STRATEGY & OPS. 147290 0 1378 0 0 0 6205 0 21715 0 176588 0 0 0 SUSAN DALELIO VP OF ACCOUNTS, PROGRAM & EXPANSION 140967 0 1364 0 0 0 6110 0 21387 0 169828 0 0 0 BRIAN P HERMANSPAN VP OF BUSINESS DEVELOPMENT 136501 0 25000 0 0 0 6700 0 23450 0 191651 0 0 0 VICTORIA JALAL VP OF TALENT & STRATEGIC ASSETS 133826 0 1364 0 0 0 6050 0 21174 0 162414 0 0 0 KAREN TIROZZI VP OF RESEARCH AND DEVELOPMENT 138820 0 0 0 0 0 6148 0 21518 0 166486 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FEDERAL FORM 990 IS REVIEWED BY MANAGEMENT, THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE, AND THEN REVIEWED AND APPROVED BY THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED AT LEAST ONCE PER YEAR TO DISCLOSE ANY CONFLICTS OF INTEREST AT A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COMPENSATION COMMITTEE RESEARCHED MARKET SALARIES FOR THE EXECUTIVE TEAM. COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR WAS PROPOSED BY THE BOARD CHAIR AND APPROVED BY THE BOARD COMPENSATION COMMITTEE AND DOCUMENTED IN COMMITTEE MINUTES. COMPARATIVE SALARY STUDIES WERE PERFORMED FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 PROVIDED UPON REQUEST. FORM 990, PART XI, LINE 2C HEALTH LEADS HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.