2015-03-04T14:59:21-06:00 2014-06-30 010523282 Berry Dunn McNeil & Parker LLC PO Box 1100 Portland ME 041041100 990 2013-07-01 043027064 Yankee Alliance Supply Chain Cooperative Inc YANK 9784702000 138 River Road Andover MA 018101083 Keith Hovan Treasurer 9784702000 2015-02-27 1 Barbara J McGuan CPA P00219457 2077752387 2015-02-27 2013 2016-03-07 17:11:31Z James Oliver 138 River Road Andover MA 018101083 66376 0 X www.yankeealliance.com X 1988 MA Group purchasing activities for acute care providers 7 7 0 7 0 0 0 0 10392960 64678 6205 1698 0 0 10399165 66376 0 0 0 0 0 0 0 0 0 7532388 46365 7532388 46365 2866777 20011 6336486 2253512 4125575 22590 2210911 2230922 X Co-operative hospital service organization that provides group purchasing services to nonprofit acute health care providers. 0 1 0 64678 Hospital Group Purchasing - The group purchasing programs offered by Yankee Alliance Supply Chain Cooperative, Inc. provides patron-hospitals access to a wide range of portfolio options including but not limited to negotiated contracts for the purchase of food, pharmaceuticals, and medical/surgical products. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 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 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X James Oliver President 9784702000 138 River Road Andover MA 01810 David Phelps Director 0.30 0.30 X 0 0 0 David Lincoln Director 0.30 0.30 X 0 0 0 Dianne Shugrue Director 0.30 0.30 X 0 0 0 Normand Deschene Director 0.30 0.30 X 0 0 0 Keith Hovan Treasurer 0.30 0.30 X X 0 0 0 Dale Lodge Chairman 0.30 0.30 X X 0 0 0 Paul Milton Director 0.30 0.00 X 0 0 0 James Oliver President/Clerk 0.00 40.00 X 0 583536 32795 Charles Manning Chief Financial Officer 0.00 40.00 X 0 318436 33301 Cathy Spinney Chief Customer Officer 0.00 40.00 X 0 282666 32312 Mark Scagliarini Chief Supply Chain Officer 0.00 40.00 X 0 243925 29713 0 1428563 128121 0 0 1 0 Yankee Alliance LLC 138 River Road Andover MA 01810 Management Services 3017025 1 Group Purchasing 900099 64678 64678 64678 1698 1698 66376 64678 0 1698 15790 15790 13500 13500 512 512 8396 8396 Bad Debt Expense 7150 7150 Miscellaneous Expenses 1017 1017 46365 0 46365 0 3348494 275416 464654 1966352 2204747 10809 94311 0 224280 935 6336486 2253512 556883 17914 3568692 4676 4125575 22590 X 2210911 2230922 2210911 2230922 6336486 2253512 20011 0 X 0 1 X 1 0 X 0 Due to Affiliates 4676 4676 66376 0 66376 0 66376 46365 0 46365 0 46365 0 0 0 0 0 0 0 0 0 James Oliver President/Clerk 0 373952 0 93750 0 115834 0 11475 0 21320 0 616331 0 0 Charles Manning Chief Financial Officer 0 245762 0 61825 0 10849 0 11475 0 21826 0 351737 0 0 Cathy Spinney Chief Customer Officer 0 236429 0 42897 0 3340 0 10954 0 21358 0 314978 0 0 Mark Scagliarini Chief Supply Chain Officer 0 204829 0 36245 0 2851 0 9565 0 20148 0 273638 0 0 Part II Yankee Alliance Supply Chain Cooperative, Inc. has no employees and does not pay compensation to its officers, directors or highly compensated employees. Certain individuals who are employees of Yankee Alliance, LLC, a related organization, perform services for Yankee Alliance Supply Chain Cooperative, Inc., for which Yankee Alliance Supply Chain Cooperative, Inc. reimburses Yankee Alliance, LLC at cost. Form 990, Part III, line 3 The Organization is in the process of winding-down the operations with the intent to cease providing group purchasing programs. Form 990, Part VI, Section A, line 6 Membership consists of certain hospitals which are described in Section 501(c)(3) of the Internal Revenue Code which are exempt from taxation under Section 501(a) of the Internal Revenue Code; a hospital which is a constituent part of an organization described in Section 501(c)(3) of the Internal Revenue Code which is exempt from taxation under Section 501(a) of the Internal Revenue Code and which, if organized and operated as a separate entity, would constitute an organization described in Section 501(c)(3) of the Internal Revenue Code; and hospitals that are owned and operated by the United States, a State, or a political subdivision or an agency or instrumentality of any of the foregoing. Form 990, Part VI, Section A, line 7a Class A members have the right to designate and appoint one individual to serve as a director. Form 990, Part VI, Section B, line 11 Form 990 is reviewed internally by the Organization's Vice President of Finance and CEO. The return is compared to the current year audited financial statements, internal data and prior year tax return to insure that the information to be filed is complete and accurate. After the internal review is complete the return is forwarded to legal counsel for their review. Once the internal and legal review is complete the tax return is provided to all board members with the final review and approval resting with the Board Officers. Once the tax return is approved the Treasurer will sign and have the return filed electronically by the Organization's tax preparer. Form 990, Part VI, Section B, line 12c Yankee Alliance Supply Chain Cooperative, Inc. monitors and enforces compliance with the Organization's conflict of interest policy by providing board members with a conflict of interest statement for their review and signature. If a conflict does exist the board member is required to disclose that conflict in the disclosure section of the document. Conflict of interest statements are presented to the board members at the Organization's annual meeting in October. The Organization monitors and enforces the conflict of interest policy by including a standing agenda item asking board members to self-disclose any conflicts of interest that may have arisen since the last disclosure document was signed. Form 990, Part VI, Section B, line 15 Yankee Alliance Supply Chain Cooperative, Inc. has no employees and does not pay compensation to its officers, directors or highly compensated employees. Certain individuals who are employees of Yankee Alliance, LLC, a related organization, perform services for Yankee Alliance Supply Chain Cooperative, Inc., for which Yankee Alliance Supply Chain Cooperative, Inc. reimburses Yankee Alliance, LLC at cost. Form 990, Part VI, Section C, line 19 The conflict of interest policy is available to the public on the Organization's website and upon request. Financial statements and governing documents are available to the public upon request and through the Office of the Attorney General of Massachusetts. Schedule A, Page 1 Line 3: The entity is not licensed by the state as a hospital; therefore Schedule H is not applicable. Schedule R, Page 2, Part III: The founding members of Yankee Alliance Supply Chain Cooperative, Inc. are all, and the only, partners in Yankee Alliance, LLC. 990, Part VII, Section A: The employees listed on Form 990, Part VII, Section A are paid by Yankee Alliance, LLC. However, their time is allocated between Yankee Alliance, Yankee Alliance Supply Chain Solutions, LLC, and Yankee Alliance, LLC. In addition, the employing entity is reimbursed for the services performed. All employees work 40 hours per week, allocated as follows: James Oliver: Yankee Alliance: 2 hours/week Yankee Alliance Supply Chain Solutions, LLC: 24 hours/week Yankee Alliance, LLC: 14 hours/week Charles Manning: Yankee Alliance: 2 hours/week Yankee Alliance Supply Chain Solutions, LLC: 32 hours/week Yankee Alliance, LLC: 6 hours/week Cathy Spinney: Yankee Alliance Supply Chain Solutions, LLC: 24 hours/week Yankee Alliance, LLC: 16 hours/week Mark Scagliarini: Yankee Alliance Supply Chain Solutions, LLC: 32 hours/week Yankee Alliance, LLC: 8 hours/week Yankee Alliance Inc 138 River Road Andover MA 018101083 222561879 Knowledge Transfer MA 501(c)(3) PF N/A 1 Yankee Alliance LLC 138 River Road Andover MA 018101083 300486661 Group Purchasing Services DE N/A Yankee Alliance Supply Chain Solutions LLC 138 River Road Andover MA 018101083 462047077 Group Purchasing Services DE N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0