ATRIUS HEALTH INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUS HEALTH INC (EIN 04-3397450)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201523169349305182
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T16:14:47-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043397450 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD VANGUARD MEDICAL ASSOCIATES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARV | 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 | LELAND J STACY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6175598181 | PhoneNum |
| Signature | 2015-11-10 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LELAND J STACY | 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 | $1,501,425,894 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HARVARDVANGUARD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | STATEMENT 1 AT SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 5460 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $268,715 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$54,863 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $42,475 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,833 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,274,057,553 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,452,362,583 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,523,463 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,308,955 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,727,014 | PYOtherRevenueAmt |
| CY Other Revenue | $10,396,232 | CYOtherRevenueAmt |
| PY Total Revenue | $1,285,350,505 | PYTotalRevenueAmt |
| CY Total Revenue | $1,469,104,603 | 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 | $512,658,768 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $521,276,603 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $759,949,773 | PYOtherExpensesAmt |
| CY Other Expenses | $922,482,007 | CYOtherExpensesAmt |
| PY Total Expenses | $1,272,608,541 | PYTotalExpensesAmt |
| CY Total Expenses | $1,443,758,610 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,741,964 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,345,993 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $616,689,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $641,068,369 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $430,391,009 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $432,441,782 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $186,298,561 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $208,626,587 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE CARE FOR PATIENTS COMPASSIONATELY AND EFFECTIVELY, WITH THE HIGHEST MEDICAL AND ETHICAL STANDARDS. WE BUILD A BETTER FUTURE FOR OUR COMMUNITIES THROUGH TEACHING, LEADERSHIP IN HEALTH CARE INNOVATION, AND PHILANTHROPY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,347,880,877 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,452,201,713 | RevenueAmt |
| Desc | STATEMENT 2 AT SCHEDULE O | Desc |
| Total Program Service Expenses | $1,347,880,877 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 236 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5460 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THERESA BRESTEN | ||||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $1,667 | $0 | |||||
| JOHN CONCANNON | ||||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| HELEN DAJER CNM | ||||||||||
| APC TRUSTEE; NURSE LEADER | 45.00 | Yes (X) | $173,726 | $1,667 | $18,512 | |||||
| LUCINDA DORAN | ||||||||||
| COMMUNITY TRUSTEE EFF. 2.1.14 | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| JAMES HOYTE | ||||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| RALPH A IANNUZZI MD | ||||||||||
| TRUSTEE 1.23.14;CHIEF-OTOLARYNGOLOGY | 50.00 | Yes (X) | $757,700 | $1,667 | $63,710 | |||||
| HIKARU ISIHARA MD | ||||||||||
| TRUSTEE; BOARD CHAIR; INTERNIST | 35.50 | Yes (X) | $329,261 | $10,000 | $103,428 | 2.00 | Yes (X) | |||
| BARBARA KIVOWITZ | ||||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| NOELLE S LAWLER PA-C MHP | ||||||||||
| APC TRUSTEE;ASSOC. CHIEF-PA | 50.00 | Yes (X) | $180,392 | $0 | $25,340 | |||||
| LAURA Z LEE MD | ||||||||||
| TRUSTEE; CHIEF PEDIATRICS | 36.50 | Yes (X) | $243,306 | $6,667 | $35,867 | 1.00 | ||||
| STEVEN W PASKAL MD | ||||||||||
| TRUSTEE; INTERNIST | 40.00 | Yes (X) | $281,136 | $0 | $74,138 | |||||
| LINDA ROSSETTI | ||||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| ROBERT A SANDS MD | ||||||||||
| T'EE TO 10.9.14;CHIEF RHEUMATOLOGY | 50.00 | Yes (X) | $245,140 | $0 | $45,190 | |||||
| LORI A WROBLE MD | ||||||||||
| TRUSTEE TO 3.15.14; CHIEF OB/GYN | 49.00 | Yes (X) | $482,075 | $2,500 | $26,314 | 1.00 | ||||
| DANIEL C BURNES MD | ||||||||||
| INTERIM CEO AND PRESIDENT | 37.50 | $636,582 | $212,195 | $327,912 | 12.50 | Yes (X) | ||||
| LELAND J STACY | ||||||||||
| TREASURER AND CFO | 25.00 | $202,322 | $202,322 | $146,744 | 25.00 | Yes (X) | ||||
| STEVEN LAMPERT MD | ||||||||||
| CHIEF MEDICAL OFFICER | 50.00 | $473,781 | $0 | $162,053 | Yes (X) | |||||
| LOUIS A BLEY MD | ||||||||||
| ORTHOPEDIST | 50.00 | $768,183 | $0 | $63,734 | Yes (X) | |||||
| KAI MITHOEFER MD | ||||||||||
| ORTHOPEDIST | 50.00 | $729,427 | $0 | $34,591 | Yes (X) | |||||
| JESSICA S MOSHER MD | ||||||||||
| DERMATOLOGIST | 44.00 | $835,770 | $0 | $67,413 | Yes (X) | |||||
| JAMES E PHILLIPS MD | ||||||||||
| ORTHOPEDIST | 50.00 | $813,875 | $0 | $57,121 | Yes (X) | |||||
| STEVEN SHIELDS MD | ||||||||||
| CHIEF GASTROENTEROLOGY | 50.00 | $763,546 | $0 | $63,725 | Yes (X) | |||||
| THOMAS M CONGORAN | ||||||||||
| FORMER CFO | 0.00 | $0 | $617,501 | $359,648 | 50.00 | Yes (X) | ||||
| MARY M DAWLEY | ||||||||||
| FORMER CHIEF-OPERATIONS | 0.00 | $356,965 | $0 | $7,718 | Yes (X) | |||||
| H EUGENE LINDSEY MD | ||||||||||
| FORMER PRESIDENT & CEO | 0.00 | $168,784 | $506,352 | $347,876 | Yes (X) | |||||
| DANIEL D MORIARTY | ||||||||||
| FORMER CIO | 0.00 | $0 | $437,453 | $128,617 | 50.00 | Yes (X) | ||||
| KIMBERLY L NELSON | ||||||||||
| FORMER CLERK; CHIEF LEGAL OFFICER | 17.50 | $128,303 | $238,278 | $111,400 | 32.50 | Yes (X) | ||||
| MICHAEL K PINNOLIS MD | ||||||||||
| FORMER CMO | 0.00 | $391,611 | $0 | $25,990 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,021,885 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,238,269 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,297,041 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1061 | 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 |
|---|---|---|---|---|---|
| MCDERMOTT WILL & EMERY LLP | |||||
| 28 STATE STREET | BOSTON | MA | 02109 | LEGAL | $3,102,277 |
| ALIX PARTNERS LLP | |||||
| PO BOX 5838 | CAROL STREAM | IL | 60197 | CONSULTING | $2,518,847 |
| COMMONWEALTH RADIOLOGY ASSOCIATES | |||||
| 1342 BELMONT STREET | BROCKTON | MA | 02301 | RADIOLOGY SERVICES | $1,144,451 |
| SIMPLER NORTH AMERICA | |||||
| PO BOX 643979 | PITTSBURGH | PA | 15264 | CARE IMPROVEMENT | $946,848 |
| BOSTON DERMATOLOGY CONSULTANTS LLC | |||||
| 156 WALNUT STREET | WELLESLEY | MA | 02481 | DERMATOLOGY SERVICES | $938,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 32 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $36,833 | RelatedOrganizationsAmt |
| Total Contributions | $36,833 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CAPITATION FEES | 621110 | $1,004,895,522 | $1,004,895,522 | |
| FEE FOR SERVICE | 621110 | $358,394,835 | $358,231,546 | $163,289 |
| MEDICARE/MEDICAID | 621110 | $45,123,195 | $45,123,195 | |
| OTHER | 621110 | $40,015,760 | $40,015,760 | |
| PROGRAM RELATED INVESTMENTS | 621500 | $3,933,271 | $3,933,271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,452,362,583 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,881,162 | TotalRevenueColumnAmt |
| Exclusion | $6,881,162 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,572,087 | 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 | $4,572,087 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,572,087 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $105,426 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,466,661 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,749,084 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,321,291 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$572,207 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$572,207 | TotalRevenueColumnAmt |
| Exclusion | -$572,207 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBPART F - FORMS 5471 | Desc |
| Business | 524298 | BusinessCd |
| Total Revenue Column | $5,824,145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,824,145 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,824,145 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,469,104,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,458,023,439 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $268,715 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,775,616 | 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 | $405,789,775 | TotalAmt |
| Program Services | $359,552,836 | ProgramServicesAmt |
| Management And General | $46,236,939 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,429,395 | TotalAmt |
| Program Services | $25,178,540 | ProgramServicesAmt |
| Management And General | $3,250,855 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,910,170 | TotalAmt |
| Program Services | $45,260,966 | ProgramServicesAmt |
| Management And General | $6,649,204 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,433,400 | TotalAmt |
| Program Services | $22,525,132 | ProgramServicesAmt |
| Management And General | $2,908,268 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,699,884 | TotalAmt |
| Program Services | $2,040,158 | ProgramServicesAmt |
| Management And General | $659,726 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,000 | TotalAmt |
| Management And General | $225,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,656,988 | TotalAmt |
| Program Services | $542,968,583 | ProgramServicesAmt |
| Management And General | $11,688,405 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,193,314 | TotalAmt |
| Program Services | $142,526 | ProgramServicesAmt |
| Management And General | $1,050,788 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,095,528 | TotalAmt |
| Program Services | $12,417,155 | ProgramServicesAmt |
| Management And General | $2,678,373 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,381,459 | TotalAmt |
| Program Services | $315,546 | ProgramServicesAmt |
| Management And General | $14,065,913 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,609,307 | TotalAmt |
| Program Services | $47,708,898 | ProgramServicesAmt |
| Management And General | $3,900,409 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810,745 | TotalAmt |
| Program Services | $479,971 | ProgramServicesAmt |
| Management And General | $330,774 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,179 | TotalAmt |
| Program Services | $274,199 | ProgramServicesAmt |
| Management And General | $155,980 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,709,091 | TotalAmt |
| Program Services | $24,972,684 | ProgramServicesAmt |
| Management And General | $736,407 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,077,417 | TotalAmt |
| Program Services | $16,017,360 | ProgramServicesAmt |
| Management And General | $60,057 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PHARMACY EXPENSE | $211,614,854 | $211,614,854 | |
| MEDICAL SUPPLIES | $24,227,034 | $24,225,558 | $1,476 |
| BAD DEBT EXPENSE | $3,751,207 | $3,751,207 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443,758,610 | TotalAmt |
| Program Services | $1,347,880,877 | ProgramServicesAmt |
| Management And General | $95,877,733 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,938 | BOYAmt |
| EOY | $68,903 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,422,724 | BOYAmt |
| EOY | $106,419,185 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,352,261 | BOYAmt |
| EOY | $53,435,596 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,040,272 | BOYAmt |
| EOY | $795,502 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,623,852 | BOYAmt |
| EOY | $11,806,975 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,668,977 | BOYAmt |
| EOY | $96,831,800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $443,985,485 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $232,630,657 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,370,958 | BOYAmt |
| EOY | $211,354,828 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,780,688 | BOYAmt |
| EOY | $142,557,223 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,023,679 | BOYAmt |
| EOY | $6,052,846 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,338,221 | BOYAmt |
| EOY | $11,745,511 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,689,570 | BOYAmt |
| EOY | $641,068,369 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,302,725 | BOYAmt |
| EOY | $275,908,618 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,944,425 | BOYAmt |
| EOY | $4,405,572 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,555,000 | BOYAmt |
| EOY | $107,938,800 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,150,384 | BOYAmt |
| EOY | $36,995,031 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,438,475 | BOYAmt |
| EOY | $7,193,761 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,391,009 | BOYAmt |
| EOY | $432,441,782 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,298,561 | BOYAmt |
| EOY | $208,626,587 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,298,561 | BOYAmt |
| EOY | $208,626,587 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,689,570 | BOYAmt |
| EOY | $641,068,369 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $25,345,993 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$69,797 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,948,170 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $44,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,268 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,833 | CurrentTaxYearAmt |
| Total | $281,479 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,275,041,613 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,321,291,545 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,295,369,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,273,889,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,452,199,294 | CurrentTaxYearAmt |
| Total | $6,617,791,476 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,275,085,897 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,321,405,164 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,295,413,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,273,932,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,452,236,127 | CurrentTaxYearAmt |
| Total | $6,618,072,955 | 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 | $6,618,072,955 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,763,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,678,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,083,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,551,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,453,249 | CurrentTaxYearAmt |
| Total | $57,531,398 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,763,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,678,898 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,083,691 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,551,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,453,249 | CurrentTaxYearAmt |
| Total | $57,531,398 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,284,849,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,333,084,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,308,497,141 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,285,484,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,463,689,376 | CurrentTaxYearAmt |
| Total | $6,675,604,353 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99140 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99190 | PublicSupportPY509Pct |
| Investment Income CY | 0.00860 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00810 | 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 D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,710,000 | OtherCostOrOtherBasisAmt |
| Book Value | $23,710,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $192,159,333 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,626,010 | DepreciationAmt |
| Book Value | $129,533,323 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,740,390 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,012,194 | DepreciationAmt |
| Book Value | $18,728,196 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,420,895 | OtherCostOrOtherBasisAmt |
| Depreciation | $118,992,453 | DepreciationAmt |
| Book Value | $34,428,442 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,954,867 | OtherCostOrOtherBasisAmt |
| Book Value | $4,954,867 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $211,354,828 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYABLE TO RELATED ENTITY - DEDHAM MEDICAL ASSOCIATES, INC. | $947,727 |
| PAYABLE TO RELATED ENTITY - SOUTH SHORE MEDICAL CENTER, INC. | $1,378,196 |
| PAYABLE TO RELATED ENTITY - GRANITE MEDICAL GROUP, INC. | $742,517 |
| PAYABLE TO RELATED ENTITY - VENTURE 2-BRN, LLC | $2,999,189 |
| PAYABLE TO RELATED ENTITY - SOUTHBORO MEDICAL GROUP, INC. | $274,838 |
| PAYABLE TO RELATED ENTITY - VENTURE 4 WW2, LLC | $851,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,193,761 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,459,529,251 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,459,529,251 | RevenueSubtotalAmt |
| Other Revenues Not Included | $9,575,352 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,575,352 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,469,104,603 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,440,007,403 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,440,007,403 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,751,207 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,751,207 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,443,758,610 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SUB PART F INCOME FROM CRICO - PER FORMS 5471 5,824,145. GAAP REDUCES REVENUE FOR BAD DEBTS 3,751,207. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBTS 3,751,207. |
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 (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HELEN DAJER CNM | ||||||||||||||
| APC TRUSTEE; NURSE LEADER | $172,694 | $1,667 | $0 | $0 | $1,032 | $0 | $15,609 | $0 | $2,903 | $0 | $192,238 | $1,667 | $0 | $0 |
| RALPH A IANNUZZI MD | ||||||||||||||
| TRUSTEE 1.23.14;CHIEF-OTOLARYNGOLOGY | $726,731 | $1,667 | $12,161 | $0 | $18,808 | $0 | $61,399 | $0 | $2,311 | $0 | $821,410 | $1,667 | $7,161 | $0 |
| HIKARU ISIHARA MD | ||||||||||||||
| TRUSTEE; BOARD CHAIR; INTERNIST | $325,697 | $10,000 | $0 | $0 | $3,564 | $0 | $36,114 | $0 | $67,314 | $0 | $432,689 | $10,000 | $0 | $0 |
| NOELLE S LAWLER PA-C MHP | ||||||||||||||
| APC TRUSTEE;ASSOC. CHIEF-PA | $174,063 | $0 | $5,969 | $0 | $360 | $0 | $24,230 | $0 | $1,110 | $0 | $205,732 | $0 | $0 | $0 |
| LAURA Z LEE MD | ||||||||||||||
| TRUSTEE; CHIEF PEDIATRICS | $237,064 | $6,667 | $5,432 | $0 | $810 | $0 | $34,294 | $0 | $1,573 | $0 | $279,173 | $6,667 | $5,709 | $0 |
| STEVEN W PASKAL MD | ||||||||||||||
| TRUSTEE; INTERNIST | $273,471 | $0 | $2,700 | $0 | $4,965 | $0 | $37,499 | $0 | $36,639 | $0 | $355,274 | $0 | $2,700 | $0 |
| ROBERT A SANDS MD | ||||||||||||||
| T'EE TO 10.9.14;CHIEF RHEUMATOLOGY | $234,573 | $0 | $5,777 | $0 | $4,790 | $0 | $39,308 | $0 | $5,882 | $0 | $290,330 | $0 | $5,777 | $0 |
| LORI A WROBLE MD | ||||||||||||||
| TRUSTEE TO 3.15.14; CHIEF OB/GYN | $472,592 | $2,500 | $7,161 | $0 | $2,322 | $0 | $22,528 | $0 | $3,786 | $0 | $508,389 | $2,500 | $13,550 | $0 |
| DANIEL C BURNES MD | ||||||||||||||
| INTERIM CEO AND PRESIDENT | $583,523 | $194,508 | $34,790 | $11,597 | $18,269 | $6,090 | $227,616 | $75,872 | $18,318 | $6,106 | $882,516 | $294,173 | $0 | $0 |
| LELAND J STACY | ||||||||||||||
| TREASURER AND CFO | $181,633 | $181,633 | $18,112 | $18,112 | $2,577 | $2,577 | $59,709 | $59,709 | $13,663 | $13,663 | $275,694 | $275,694 | $18,112 | $18,112 |
| STEVEN LAMPERT MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $409,337 | $0 | $60,880 | $0 | $3,564 | $0 | $149,469 | $0 | $12,584 | $0 | $635,834 | $0 | $0 | $0 |
| LOUIS A BLEY MD | ||||||||||||||
| ORTHOPEDIST | $748,283 | $0 | $0 | $0 | $19,900 | $0 | $26,800 | $0 | $36,934 | $0 | $831,917 | $0 | $0 | $0 |
| KAI MITHOEFER MD | ||||||||||||||
| ORTHOPEDIST | $727,027 | $0 | $0 | $0 | $2,400 | $0 | $31,019 | $0 | $3,572 | $0 | $764,018 | $0 | $0 | $0 |
| JESSICA S MOSHER MD | ||||||||||||||
| DERMATOLOGIST | $832,320 | $0 | $2,640 | $0 | $810 | $0 | $33,093 | $0 | $34,320 | $0 | $903,183 | $0 | $2,640 | $0 |
| JAMES E PHILLIPS MD | ||||||||||||||
| ORTHOPEDIST | $793,975 | $0 | $0 | $0 | $19,900 | $0 | $29,795 | $0 | $27,326 | $0 | $870,996 | $0 | $0 | $0 |
| STEVEN SHIELDS MD | ||||||||||||||
| CHIEF GASTROENTEROLOGY | $754,437 | $0 | $6,277 | $0 | $2,832 | $0 | $34,081 | $0 | $29,644 | $0 | $827,271 | $0 | $0 | $0 |
| THOMAS M CONGORAN | ||||||||||||||
| FORMER CFO | $0 | $296,884 | $0 | $62,907 | $0 | $257,710 | $0 | $333,692 | $0 | $25,956 | $0 | $977,149 | $0 | $139,830 |
| MARY M DAWLEY | ||||||||||||||
| FORMER CHIEF-OPERATIONS | -$1,304 | $0 | $0 | $0 | $358,269 | $0 | $0 | $0 | $7,718 | $0 | $364,683 | $0 | $358,269 | $0 |
| H EUGENE LINDSEY MD | ||||||||||||||
| FORMER PRESIDENT & CEO | $2,889 | $8,668 | $0 | $0 | $165,895 | $497,684 | $81,417 | $244,250 | $5,552 | $16,657 | $255,753 | $767,259 | $165,259 | $495,778 |
| DANIEL D MORIARTY | ||||||||||||||
| FORMER CIO | $0 | $317,420 | $0 | $114,879 | $0 | $5,154 | $0 | $105,783 | $0 | $22,834 | $0 | $566,070 | $0 | $30,929 |
| KIMBERLY L NELSON | ||||||||||||||
| FORMER CLERK; CHIEF LEGAL OFFICER | $112,382 | $208,709 | $14,552 | $27,026 | $1,369 | $2,543 | $37,347 | $69,358 | $1,643 | $3,052 | $167,293 | $310,688 | $14,861 | $27,600 |
| MICHAEL K PINNOLIS MD | ||||||||||||||
| FORMER CMO | -$5,127 | $0 | $0 | $0 | $396,738 | $0 | $0 | $0 | $25,990 | $0 | $417,601 | $0 | $396,738 | $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 2014 THOMAS M. CONGORAN - $194,231 PAID IN 2014; $307,692 UNPAID AT 12.31.14 MARY M. DAWLEY - $358,269 PAID IN 2014 EUGENE LINDSEY, MD - $583,749 PAID IN 2014; $316,101 UNPAID AT 12.31.14 MICHAEL K. PINNOLIS, MD - $396,738 PAID IN 2014 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; KAI MITHOEFER; JESSICA MOSHER; STEVEN PASKAL; JAMES PHILLIPS; ROBERT SANDS; STEVEN SHIELDS; LORI WROBLE | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (NOTE 1) | ||||||||
| A | 042456011 | 57586CCZ6 | 2004-07-01 | $38,680,000 | FINANCE ACQUISITION OF 4 PRACTICE FACILITIES | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| B | 043431814 | 2012-04-25 | $86,095,000 | REFINANCE CAPITAL COSTS (NOTE 2) | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $9,701,200 | $38,680,000 | $527,380 | $265,591 | $37,887,029 | 2004 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $7,135,000 | $86,095,000 | $568,546 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | $68,256,651 | $17,269,803 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0.03000 | 0.03000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART 1, LINE A, COLUMN F - NOTE 1 | THE MASSACHUSETTS DEVELOPMENT FINANCE AGENCY IS THE SUCCESSOR TO THE ISSUER OF THE 2004 SERIES, MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY. |
| SCHEDULE K, PART 1, LINE B, COLUMN F - NOTE 2 | 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). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| STATEMENT 1: PART I, LINE 1, DESCRIPTION OF ORGANIZATION'S MISSION | WE CARE FOR PATIENTS COMPASSIONATELY AND EFFECTIVELY, WITH THE HIGHEST MEDICAL AND ETHICAL STANDARDS. WE BUILD A BETTER FUTURE FOR OUR COMMUNITIES THROUGH TEACHING, LEADERSHIP IN HEALTH CARE INNOVATION, AND PHILANTHROPY. |
| STATEMENT 2: DESCRIPTION OF ORGANIZATION'S PROGRAM SERVICE ACCOMPLISHMENTS | IN 2014 HARVARD VANGUARD PROVIDED MEDICAL, PREVENTATIVE AND OTHER CLINICAL SERVICES TO ITS APPROXIMATELY 479,000 PATIENTS THROUGH 1,951,254 PATIENT VISITS (INCLUDING 154,481 MEDICAID VISITS AND 368,363 MEDICARE VISITS). HARVARD VANGUARD WORKS WITH THE OTHER PARTICIPATING ORGANIZATIONS OF ATRIUS HEALTH, INC. 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. HARVARD VANGUARD 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 165 CLINICIAN TEACHERS. HARVARD VANGUARD CONDUCTED CLINICAL RESEARCH ACTIVITIES WHICH WILL IMPACT THE COMMUNITIES AT LARGE. |
| FORM 990, PART VI, SECTION A, LINE 6 | HARVARD VANGUARD MEDICAL ASSOCIATES (THE CORPORATION) HAS THREE CLASSES OF MEMBERS: 1. THE CORPORATE MEMBER (ATRIUS HEALTH, INC.) - THE CORPORATE MEMBER CAN BE REMOVED ONLY IF HARVARD VANGUARD IS REMOVED, BY THE CORPORATE MEMBER, AS A PARTICIPATING ORGANIZATION IN THE ATRIUS HEALTH SYSTEM. THE CORPORATE MEMBER HAS CERTAIN DEFINED APPROVAL RIGHTS OF THE ACTIONS OF THE CORPORATION. 2. THE FOUNDING MEMBERS (ALSO REFERRED TO AS THE VOTING MEMBER TRUSTEES OR THE PHYSICIAN TRUSTEES) ARE THE PHYSICIAN TRUSTEES ELECTED TO THE BOARD BY THE VOTING MEMBERS OF THE CORPORATION (DEFINED BELOW) WHO HAVE CERTAIN STATUTORY POWERS AND OTHER POWERS DEFINED IN THE BYLAWS. 3. THE VOTING MEMBERS OF THE CORPORATION (VMOC)- 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; (C) BE EMPLOYED BY THE CORPORATION FOR AT LEAST 2 YEARS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE VOTING MEMBERS OF THE CORPORATION ELECT THE PHYSICIAN TRUSTEES (ALSO KNOWN AS THE FOUNDING MEMBERS AND THE VOTING MEMBER TRUSTEES). |
| FORM 990, PART VI, SECTION A, LINE 7B | MOST MAJOR DECISIONS OF THE BOARD MUST BE APPROVED BY THE CORPORATE MEMBER. THE CORPORATE MEMBER MUST APPROVE ALL BUDGETS, PLANS, AND MATERIAL CHANGES; APPROVE ALL PROGRAM CHANGES; APPROVE ANY AMENDMENT TO THE ARTICLES OF ORGANIZATION AND OR BY-LAWS; APPROVE COMPENSATION STRUCTURES AND RANGES FOR DIRECTORS, PHYSICIANS, SENIOR MANAGERS AND OTHER PROFESSIONALS; AND, IN GENERAL APPROVE ANY OTHER ACTIONS NOT IN THE NORMAL COURSE OF BUSINESS. IN ADDITION TO POWERS PROVIDED BY LAW, THE ARTICLES OF ORGANIZATION AND HARVARD VANGUARD'S BYLAWS, THE CORPORATE MEMBER HAS AUTHORITY TO: (A) LEVY ASSESSMENTS TO COVER THE CORPORATE MEMBER'S COSTS OF OPERATIONS; (B) APPROVE, OR DISAPPROVE, THE SELECTION OR REMOVAL OF MORE THAN FIFTY PERCENT (50%), BUT LESS THAN EIGHTY PERCENT (80%) OF HARVARD VANGUARD'S TRUSTEES AND, (C) ACT AS HARVARD VANGUARD'S EXCLUSIVE AGENT FOR PURPOSES OF NEGOTIATING PAYOR CONTRACTS FOR HARVARD VANGUARD AND THE OTHER PARTICIPATING ORGANIZATIONS AS DEFINED IN THE CORPORATE MEMBER'S BYLAWS. UPON DISSOLUTION OF HARVARD VANGUARD, THE NET ASSETS OF HARVARD VANGUARD WILL BE DISPOSED OF TO ATRIUS HEALTH, INC. PROVIDED IT IS THEN EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE VOTING MEMBER TRUSTEES (ALSO KNOWN AS FOUNDING MEMBERS AND PHYSICIAN TRUSTEES) HAVE CERTAIN DEFINED POWERS AS SET FORTH IN THE BYLAWS INCLUDING: (A) AMENDMENT OF THE CORPORATION'S ARTICLES OF ORGANIZATION; (B) AMENDMENT OF THE CORPORATION'S BYLAWS; (C) SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; (D) MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION; AND (E) HAVE THE POWERS RESERVED TO MEMBERS SET FORTH IN CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS. THESE ACTIONS ARE SUBJECT TO THE APPROVAL OF THE CORPORATE MEMBER AS DESCRIBED ABOVE. CERTAIN OF THE INDEPENDENT TRUSTEES SERVE AS THE MEMBERS OF THE COMPENSATION COMMITTEE FOR THE CORPORATION. THE CORPORATIONS 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 | ATRIUS HEALTH ENGAGED AN OUTSIDE TAX/ACCOUNTING FIRM TO REVIEW AND PREPARE THE FORM 990 FOR HARVARD VANGUARD. AN INTERNAL TEAM AT HARVARD VANGUARD INCLUDING STAFF FROM LEGAL, ACCOUNTING, AND HUMAN RESOURCES DEPARTMENTS WORK CLOSELY WITH THE OUTSIDE FIRM TO PREPARE THE DOCUMENT. ALL INFORMATION ON THE 990 RELATING TO COMPENSATION (INCLUDING PART VI, PART VII, AND SCHEDULE J) IS FORMALLY REVIEWED AND APPROVED BY THE HARVARD VANGUARD COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF INDEPENDENT TRUSTEES, AND BY THE COMPENSATION COMMITTEE OF ATRIUS HEALTH (HARVARD VANGUARD'S CORPORATE MEMBER), WHICH IS COMPOSED OF INDEPENDENT TRUSTEES. IN ADDITION, THE ATRIUS HEALTH AUDIT & COMPLIANCE COMMITTEE, ACTING IN ITS DELEGATED ROLE TO OVERSEE THE PREPARATION OF HARVARD VANGUARD'S 990, FORMALLY REVIEWS AND APPROVES THE 990. A DRAFT 990 IS PROVIDED TO THE MEMBERS OF THE AUDIT & COMPLIANCE COMMITTEE IN ADVANCE OF A MEETING WHERE THE OUTSIDE FIRM PRESENTS MAJOR HIGHLIGHTS AND ISSUES (IF ANY). THEN, A FINAL DRAFT 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES OF HARVARD VANGUARD BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ARTICLE 11 OF HARVARD VANGUARD'S BY-LAWS, TITLED "CONFLICTS OF INTEREST", CONTAINS HARVARD VANGUARD'S POLICY AND COMPLIANCE PROCEDURES. HARVARD VANGUARD 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 CONFLICTS 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 CONFLICTS 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 COMPENSATION PROGRAMS FOR THE HARVARD VANGUARD MEDICAL ASSOCIATES' 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 HARVARD VANGUARD 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. DECISIONS ON CEO COMPENSATION ARE JOINTLY SHARED WITH THE CORPORATE MEMBER'S COMPENSATION 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 HARVARD VANGUARD COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES AND BY HARVARD VANGUARD'S CORPORATE MEMBER'S COMPENSATION COMMITTEE. THE BOARD HAS APPROVED THE STIPEND PROGRAM FOR THE TRUSTEES OF THE ORGANIZATION IN RECOGNITION OF THE COMPLEXITY OF THE ORGANIZATION AND THE TIME DEVOTED TO BOARD ACTIVITIES. |
| 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 - PARTS VII, IX, X AND SCHEDULE J | COMPENSATION REIMBURSED FOR LEASED EMPLOYEES (REPORTING): HARVARD VANGUARD LEASES EMPLOYEES TO RELATED ORGANIZATIONS AND IS REIMBURSED. THE REIMBURSEMENTS ARE REPORTED AS REVENUE. SCHEDULE J (FORM 990) AND PARTS VII AND X OF FORM 990 REPORT THE COMPENSATION OF INDIVIDUALS LISTED IN PART VII AS PAID BY HARVARD VANGUARD AND ATRIUS HEALTH BASED ON THE COMPENSATION CHARGED TO EACH ORGANIZATION. THE FOLLOWING INDIVIDUALS ACT IN THE SAME OR SIMILAR CAPACITY FOR HARVARD VANGUARD AND ATRIUS HEALTH, INC.. ATRIUS HEALTH REIMBURSES HARVARD VANGUARD FOR THE VALUE OF THE SERVICES PROVIDED. DANIEL C. BURNES - INTERIM CEO AND PRESIDENT KIMBERLY L. NELSON - CHIEF LEGAL OFFICER LELAND J. STACY - CFO/TREASURER |
| FORM 990, PART IX, LINE 11G | OUTSIDE UTILIZATION CHARGES (CAPITATION CONTRACTS): PROGRAM SERVICE EXPENSES 527,310,420. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 527,310,420. CONTRACTED MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 5,230,943. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,230,943. OTHER SERVICES: PROGRAM SERVICE EXPENSES 10,427,220. MANAGEMENT AND GENERAL EXPENSES 11,688,405. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,115,625. |
| FORM 990, PART XI, LINE 9: | CRICO SUBPART F INCOME - INCOME FOR FORM 990, NOT FOR FINANCIAL REPORTING -5,824,145. CHANGE IN INTEREST IN AFFILIATE 18,958. UNREALIZED GAIN ON INTEREST RATE SWAP 2,857,017. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 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 | |||||||||||
| 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 | |||||||||||
| ONE LYONS STREET | DEDHAM | MA | 02026 | 043136240 | MULTI-SPECIALTY MEDICAL GROUP | MA | 501(C)(3) | LINE 9 | Yes (1) | ATRIUS HEALTH INC | |
| SOUTH SHORE MEDICAL CENTER | |||||||||||
| 75 WASHINGTON STREET | NORWELL | MA | 02061 | 042297845 | MULTI-SPECIALTY MEDICAL GROUP | MA | 501(C)(3) | LINE 9 | Yes (1) | ATRIUS HEALTH INC | |
| SOUTHBORO MEDICAL GROUP | |||||||||||
| 24 NEWTON STREET | SOUTHBORO | MA | 01772 | 042487729 | MULTI-SPECIALTY MEDICAL GROUP | MA | 501(C)(3) | LINE 9 | Yes (1) | ATRIUS HEALTH INC | |
| GRANITE MEDICAL GROUP INC | |||||||||||
| 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 | |
| RELIANT MEDICAL GROUP INC (FORMERLY FALLON CLINIC INC) | |||||||||||
| 630 PLANTATION STREET | WORCESTER | MA | 01605 | 042472266 | PROVIDE MEDICAL SERVICES | MA | 501(C)(3) | LINE 9 | Yes (1) | ATRIUS HEALTH INC | |
| RELIANT MEDICAL GROUP FOUNDATION INC (FORMERLY FALLON CLINIC FOUNDATION) | |||||||||||
| 630 PLANTATION STREET | WORCESTER | MA | 01605 | 222912515 | PROMOTE COMMUNITY HEALTH | MA | 501(C)(3) | LINE 7 | Yes (1) | RELIANT MEDICAL GROUP INC | |
| LAKEVIEW MEDICAL INC | |||||||||||
| 44 SOUTHBRIDGE STREET | AUBURN | MA | 01501 | 043106404 | MEDICAL EQUIPMENT SUPPLIER | MA | 501(C)(3) | LINE 9 | Yes (1) | RELIANT MEDICAL GROUP 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 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VENTURE 2-BRN LLC | |||||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 205842227 | MRI SERVICES | MA | N/A | RELATED | $1,799,102 | $3,134,245 | 0 | Yes (1) | 0.45000 |
| VENTURE 3-WW LLC | |||||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 208676840 | INACTIVE | MA | N/A | RELATED | $14,738 | 0 | Yes (1) | 0.48000 | |
| VENTURE 4-WW2 LLC | |||||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 262783850 | DIGITAL MAMMOGRAPHY, ULTRASOUND AND BONE DENSITY SERVICES | MA | N/A | RELATED | $1,335,639 | $1,792,271 | 0 | Yes (1) | 0.46000 |
| VENTURE V-90 LIBBEY LLC | |||||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 274351500 | GASTROINTES- TINAL ENDOSCOPIC SERVICES | MA | N/A | RELATED | $556,078 | $2,020,593 | 0 | 0 | 0.30000 |
| 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 | N/A | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS ASSURANCE COMPANY LTD | |||||||||||||
| FIRST CARIBBEAN HOUSE GEORGE TOWN | GRAND CAYMAN | CJ | 980469895 | INSURANCE | CJ | N/A | C | Yes (1) | |||||
| ASPECTUS INC | |||||||||||||
| 043403101 | INACTIVE | N/A | C | Yes (1) | 630 PLANTATION STREET | WORCESTER | MA | 01605 | MA | ||||
| VNA PRIVATE CARE INC | |||||||||||||
| 201916670 | PRIVATE DUTY HOME CARE | N/A | C | 0 | 350 GRANITE STREET UNIT 1104 | BRAINTREE | MA | 02184 | MA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOUTH SHORE MEDICAL CENTER INC | ||
| L | $984,077 | COST |
| ATRIUS HEALTH INC | ||
| L | $27,927,331 | SEE STATEMENT |
| VENTURE 2-BRN LLC | ||
| L | $35,596 | COST OF SERVICES |
| VENTURE 4-WW2 LLC | ||
| L | $35,387 | COST OF SERVICES |
| DEDHAM MEDICAL ASSOCIATES INC | ||
| L | $990,177 | COST |
| SOUTHBORO MEDICAL GROUP INC | ||
| L | $107,395 | COST |
| DEDHAM MEDICAL ASSOCIATES INC | ||
| M | $1,397,866 | COST |
| ATRIUS HEALTH INC | ||
| M | $11,286,509 | SEE STATEMENT |
| ATRIUS HEALTH FOUNDATION INC | ||
| C | $36,833 | COST |
| SOUTH SHORE MEDICAL CENTER INC | ||
| J | $344,485 | SUB-LEASE COST |
| ATRIUS HEALTH FOUNDATION INC | ||
| L | $94,633 | COST |
| ATRIUS HEALTH FOUNDATION INC | ||
| L | $23,817 | COST |
| GRANITE MEDICAL GROUP INC | ||
| L | $940,945 | COST |
| VENTURE V-90 LIBBEY LLC | ||
| L | $17,112 | COST |
| SOUTH SHORE MEDICAL CENTER INC | ||
| M | $102,237 | COST |
| RELIANT MEDICAL GROUP INC | ||
| L | $70,944 | COST |
| RELIANT MEDICAL GROUP INC | ||
| M | $358,170 | COST |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART V, LINE 2 | CHARGES TO/FROM ATRIUS HEALTH, INC. (CODES L, M, N, O & Q) ATRIUS HEALTH, INC. PROVIDES OVERSIGHT AND COORDINATION OF SERVICES AS THE SOLE CORPORATE MEMBER OF SEVEN TAX-EXEMPT MEDICAL GROUP PRACTICES (PARTICIPATING ORGANIZATIONS) IN EASTERN AND CENTRAL MASSACHUSETTS, OF WHICH HARVARD VANGUARD ASSOCIATES, INC. ("HARVARD VANGUARD") IS ONE OF THE PARTICIPATING ORGANIZATIONS. ATRIUS HEALTH LEASES ITS EMPLOYEES FROM HARVARD VANGUARD AND OCCUPIES HARVARD VANGUARD SPACE. ATRIUS HEALTH REIMBURSES HARVARD VANGUARD FOR THE PAYROLL COSTS, SPACE OCCUPIED AND SUPPORT SERVICES RECEIVED. THE REIMBURSEMENTS ARE BASED ON PAYROLL PAID, ASSOCIATED EMPLOYEE COSTS AT A SET RATE (DETERMINED ON THE RATIO OF PAYROLL TAXES, EMPLOYEE BENEFITS AND OTHER PAYROLL RELATED COSTS TO THE PAYROLL PAID), AND ALLOCATION OF OTHER COSTS, INCLUDING HARVARD VANGUARD OFFICE SPACE OCCUPIED BY ATRIUS HEALTH PERSONNEL. ADDITIONALLY, HARVARD VANGUARD WAS REIMBURSED FOR OTHER DIRECT EXPENSES INCURRED BY HARVARD VANGUARD ON BEHALF OF ATRIUS HEALTH. THE GENERAL CORPORATE AND ACO COSTS OF ATRIUS HEALTH ARE ALLOCATED TO ATRIUS HEALTH'S PARTICIPATING ORGANIZATIONS, OTHER THAN RELIANT MEDICAL GROUP, INC., GENERALLY USING THE AVERAGE OF FOUR METHODOLOGIES - REVENUE; PATIENT VISITS; PHYSICIAN FULL-TIME EQUIVALENTS; AND PATIENTS. |
| SCHEDULE R, PART V, LINE 2 | 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. |
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