POINT32HEALTH FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- POINT32HEALTH FOUNDATION INC (EIN 26-1374263)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201523209349305392
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T11:15:55-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE STE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 261374263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tufts Health Plan Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % UMESH KURPAD | InCareOfNm |
| Business Name Control | TUFT | BusinessNameControlTxt |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024721508 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMESH KURPAD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2015-11-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN PITCHKITES | PreparerPersonNm |
| PTIN | P00362066 | PTIN |
| Phone | 3176817000 | 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 | James Roosevelt JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Mount Auburn Street | AddressLine1Txt |
| City | Watertown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024721508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,010,185 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TUFTSHEALTHPLANFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S MISSION IS TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,242,204 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,331,057 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,242,204 | PYTotalRevenueAmt |
| CY Total Revenue | $2,371,057 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,482,924 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,559,556 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $608,961 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $992,400 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $794,990 | PYOtherExpensesAmt |
| CY Other Expenses | $787,442 | CYOtherExpensesAmt |
| PY Total Expenses | $4,886,875 | PYTotalExpensesAmt |
| CY Total Expenses | $5,339,398 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,355,329 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,968,341 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $73,116,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,346,960 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $263,429 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $193,359 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,852,790 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $70,153,601 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,666,586 | ExpenseAmt |
| Grant | $3,460,044 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $134,213 | ExpenseAmt |
| Grant | $99,512 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,800,799 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMESH KURPAD | PersonNm |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024721508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID GREEN | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $2,000 | $0 | $0 | ||
| JACKIE JENKINS-SCOTT | ||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $1,500 | $27,000 | $0 | ||
| VINCENT MOR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $2,000 | $0 | $0 | ||
| THOMAS P O'NEILL III | ||||||||
| DIRECTOR | 4.0 | 3.0 | Yes (X) | $3,000 | $25,500 | $0 | ||
| JAMES ROOSEVELT | ||||||||
| PRESIDENT/DIRECTOR | 0.0 | 50.0 | Yes (X) | $0 | $1,678,254 | $343,623 | Yes (X) | |
| GEORGE A RUSSELL JR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $1,000 | $0 | $0 | ||
| BARBARA SHATTUCK KOHN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $1,000 | $0 | $0 | ||
| STEVEN A TOLMAN | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| CHARLOTTE GOLAR RICHIE | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $2,000 | $0 | $0 | ||
| PATRICIA BLAKE | ||||||||
| DIRECTOR | 0.0 | 50.0 | Yes (X) | $0 | $594,153 | $98,280 | ||
| LOIS CORNELL | ||||||||
| clerk | 0.0 | 50.0 | $0 | $711,428 | $106,536 | Yes (X) | ||
| ROLAND PRICE | ||||||||
| TREASURER | 5.0 | 45.0 | $0 | $302,437 | $97,312 | Yes (X) | ||
| UMESH KURPAD | ||||||||
| CFO | 0.0 | 50.0 | $0 | $887,731 | $107,244 | Yes (X) | ||
| NORA MORENO CARGIE | ||||||||
| VP, CORP CITIZNSP & FDN ED | 50.0 | 0.0 | $0 | $271,547 | $43,344 | Yes (X) | ||
| ANNE MARIE BOURISQUOT-KING | ||||||||
| DIRECTOR-GRANTS & OPERATIONS | 50.0 | 0.0 | $0 | $165,191 | $31,902 | Yes (X) | ||
| RUTH PALOMBO | ||||||||
| SR PRGRM & HLTH POLICY OFFICER | 50.0 | 0.0 | $0 | $119,274 | $5,335 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $12,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,782,515 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $833,576 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UNIVERSITY OF MASSACHUSETTS | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 HICKS WAY | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $114,405 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $0 | FundraisingAmt |
| All Other Contributions | $40,000 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $40,000 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $549,499 | TotalRevenueColumnAmt |
| Exclusion | $549,499 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,420,686 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,639,128 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,781,558 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,781,558 | TotalRevenueColumnAmt |
| Exclusion | $1,781,558 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,371,057 | TotalRevenueColumnAmt |
| Exclusion | $2,331,057 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,559,556 | TotalAmt |
| Program Services | $3,559,556 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,500 | TotalAmt |
| Management And General | $11,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,977 | TotalAmt |
| Program Services | $684,977 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,923 | TotalAmt |
| Program Services | $295,923 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,605 | TotalAmt |
| Management And General | $38,605 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,158 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $295,158 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,826 | TotalAmt |
| Program Services | $237,461 | ProgramServicesAmt |
| Management And General | $59,365 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,007 | TotalAmt |
| Management And General | $15,007 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,833 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,833 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,279 | TotalAmt |
| Program Services | $19,279 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,424 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $26,424 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,374 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $28,374 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $53,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,432 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,432 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $4,144 | $3,315 | $829 | $0 |
| CHARGE TO AFFILIATES | $360 | $288 | $72 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,339,398 | TotalAmt |
| Program Services | $4,800,799 | ProgramServicesAmt |
| Management And General | $538,599 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,712 | BOYAmt |
| EOY | $447,757 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,856 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,349,169 | BOYAmt |
| EOY | $67,950,922 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,600,338 | BOYAmt |
| EOY | $1,942,775 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,116,219 | BOYAmt |
| EOY | $70,346,960 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,794 | BOYAmt |
| EOY | $158,871 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,635 | BOYAmt |
| EOY | $34,488 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,429 | BOYAmt |
| EOY | $193,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,852,790 | BOYAmt |
| EOY | $70,153,601 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,852,790 | BOYAmt |
| EOY | $70,153,601 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,116,219 | BOYAmt |
| EOY | $70,346,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,968,341 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $269,152 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042674079 | EIN |
| Organization Type | 0 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (true) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (true) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (true) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE A, PART IV, LINE 3B | FormAndLineReferenceDesc |
| Explanation | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. FURNISHED A COPY | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Holding Company | Desc |
| Amt | $34,488 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,488 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,075,899 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $2,075,899 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $295,158 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $295,158 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,371,057 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,044,240 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $5,044,240 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $295,158 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $295,158 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,339,398 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ASC 740 (FKA FIN 48) FOOTNOTE IN 2014, THE AUDITED FINANCIAL STATEMENTS FOR THE FOUNDATION DID NOT DISCLOSE AN ASC 740 FOOTNOTE. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments, program-relate | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $14,900,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $14,900,000 | SubtotalSpentAmt |
| Total Spent | $14,900,000 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (82 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| All Out Adventures Inc | |||||||
| 214 State St | Northampton | MA | 01060 | 043559633 | 501 (c)(3) | $28,475 | Outdoor Recreationfor Seniors |
| Alzheimer's Disease & Rel Disorders Assn | |||||||
| 480 Pleasant St | Watertown | MA | 024722782 | 042731194 | 501 (c)(3) | $21,846 | 2014 Walk to End Alzheimer's Fdn Match |
| Boston Community Access & Programming Fdn | |||||||
| 3025 WASHINGTON ST | ROXBURY | MA | 021191227 | 042784953 | 501 (c)(3) | $20,700 | Intro to Media forOlder Adults |
| Boston Senior Home Care Inc | |||||||
| 89 SOUTH ST STE 501 | BOSTON | MA | 021112748 | 042546251 | 501 (c)(3) | $10,253 | Strong for Life: Prevention Program |
| Cambridge Community Foundation | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 021393428 | 046012492 | 501 (c)(3) | $10,000 | Matching Grant Prog:Healthy Aging R.O.C.S |
| Cape Cod Volunteers Inc | |||||||
| 27 Winter St | YARMOUTH PORT | MA | 02675 | 510140462 | 501 (c)(3) | $40,000 | CCV Opportunity Ctrs-Beyond the Walls |
| Center for Teen Empowerment Inc | |||||||
| 384 WARREN St 3RD FLOOR | ROXBURY | MA | 021191830 | 043091002 | 501 (c)(3) | $20,000 | Somerville Youth-SrComm Bldg Project |
| Central Massachusetts Area Health Education Center | |||||||
| 35 HARVARD St Ste 300 | WORCHESTER | MA | 016092828 | 042775264 | 501 (c)(3) | $52,500 | Expandg the toolboxMA Seniors Prg |
| Coalition of Irish Immigration Centers | |||||||
| PO BOX 30945 | Seattle | MA | 98113 | 300214769 | 501 (c)(3) | $15,000 | Irish Senior ConnectMetr Providence Proj |
| COMMUNITY HEALTH CHARITIES OF NEW ENGLAND | |||||||
| 30 LAUREL St | HARTFORD | CT | 061061361 | 066079596 | 501 (c)(3) | $20,804 | Workplace Giving 2014 & adm fees |
| Community Servings | |||||||
| 18 Marbury Terrace | JAMAICA | MA | 021304529 | 223154028 | 501 (c)(3) | $37,500 | Nutrition Progr forOlder Adults |
| Community Teamwork Inc | |||||||
| 155 Merrimack St | LOWELL | MA | 01852 | 042382027 | 501 (c)(3) | $25,000 | RSVP Bone Builders Program to New Opportunities & Expanding the Encore Work Continuum |
| COMMUNITY WORKS INC | |||||||
| 25 WEST St | BOSTON | MA | 021111213 | 042762623 | 501 (c)(3) | $8,681 | Workplace Giving2014 |
| Elder Services of Berkshire County Inc | |||||||
| 66 Wendell Ave | PITTSFIELD | MA | 012016306 | 042542001 | 501 (c)(3) | $90,000 | Healthy AgingHealthy Living Curriculum |
| Elder Services of the Merrimack Valley Inc | |||||||
| 280 Merrimack St Ste 400 | LAWRENCE | MA | 01843 | 042545136 | 501 (c)(3) | $250,000 | Healthy Living CtrServices/Programs |
| Executive Service Corps of New England | |||||||
| 176 FEDERAL ST Ste 5-C | BOSTON | MA | 021102214 | 222815597 | 501 (c)(3) | $25,000 | Bridge Funding toSupport Transition |
| Executive Service Corps of New England | |||||||
| 176 FEDERAL ST Ste 5-C | BOSTON | MA | 021102214 | 222815597 | 501 (c)(3) | $50,000 | Meaningful Encore -Volunteer Consulting |
| Executive Service Corps of New England | |||||||
| 176 FEDERAL ST Ste 5-C | BOSTON | MA | 021102214 | 222815597 | 501 (c)(3) | $25,000 | Encore Boston Netwkprograms |
| Fedcap Rehabilitation Services Inc | |||||||
| 633 3rd Ave | NEW YORK | NY | 100176706 | 135645879 | 501 (c)(3) | $60,000 | ReServe Boston: Work exp programs |
| Fenway Community Health Center Inc | |||||||
| 1340 Boylston St | BOSTON | MA | 02215 | 042510564 | 501 (c)(3) | $37,500 | LGBT Aging Project Municipal Wellness and Leadership Grant Initiative |
| Franklin County Home Care Corporation | |||||||
| 330 MONTAGUE CITY RD STE 1 | TURNERS FALLS | MA | 013762530 | 042542539 | 501 (c)(3) | $42,000 | Perform. Measurementfor Healthy living Training and Education for Seniors |
| FriendshipWorks | |||||||
| 105 CHAUNCY ST STE 801 | BOSTON | MA | 021111758 | 043140541 | 501 (c)(3) | $45,000 | Marketing Plan Devlp. and Implementation & Falls in Elders |
| Future Philanthropists Inc | |||||||
| 10 Fawn Ridge Road | ASHLAND | MA | 01721 | 421593814 | 501 (c)(3) | $20,000 | Tufts Health Plan Initiative 2014 |
| Generations Incorporated (GI) | |||||||
| 25 KINGSTON ST 4TH FLR | BOSTON | MA | 021112200 | 043227007 | 501 (c)(3) | $75,000 | Read To Succeed: Literacy Programs |
| Health Care For All Inc | |||||||
| One Federal St 5th Floor | BOSTON | MA | 02110 | 043071598 | 501 (c)(3) | $35,000 | Empowering Seniors ACA - Continued |
| Health Resources in Action Inc | |||||||
| 95 Berkeley St Ste 202 B | BOSTON | MA | 02116 | 042229839 | 501 (c)(3) | $15,000 | MA ConvergencePartnership (MCP) |
| Health Resources in Action Inc | |||||||
| 95 Berkeley St Ste 202 B | BOSTON | MA | 02116 | 042229839 | 501 (c)(3) | $37,500 | Mass in Motion leadership grant |
| Hearth Inc | |||||||
| 1640 WASHINGTON ST | BOSTON | MA | 021182308 | 043206820 | 501 (c)(3) | $51,500 | Housing As the Key to Healthy Aging |
| Hope Alzheimer's Center | |||||||
| 25 BRAYTON AVE | CRANSTON | RI | 029203336 | 050478448 | 501 (c)(3) | $10,000 | Healthy Living Interprofessional Collaboration |
| HopeHealth Inc | |||||||
| 765 ATTUCKS LN | HYANNIS | MA | 026011867 | 042681561 | 501 (c)(3) | $60,600 | CARES Dementia &Alzheimer's Svcs |
| ITN GREATER BOSTON INC | |||||||
| 34 Deloss St Floor 1 | FRAMINGHAM | MA | 01702 | 451562608 | 501 (c)(3) | $85,000 | Transportation to Srs & Visually Impaired |
| Jewish Community Housing for the Elderly | |||||||
| 30 Wallingford Road | BRIGHTON | MA | 021354708 | 042607197 | 501 (c)(3) | $37,500 | Generations Together |
| Jewish Family & Children's Service | |||||||
| 1430 MAIN ST | WALTHAM | MA | 024511623 | 042104356 | 501 (c)(3) | $50,000 | Aging Well at Home |
| Jobs for the Future | |||||||
| 88 BROAD ST FL 8 | BOSTON | MA | 02110 | 061164568 | 501 (c)(3) | $25,000 | Federal FundingInitiative |
| John F Kennedy Library Foundation Inc | |||||||
| COLUMBIA POINT | BOSTON | MA | 021250000 | 046113130 | 501 (c)(3) | $30,000 | Docent Program |
| Jumpstart for Young Children Inc | |||||||
| 308 Congress St 6th fl | BOSTON | MA | 022101015 | 043262046 | 501 (c)(3) | $76,800 | Jumpstart's Community Corps |
| Kit Clark Senior Services Inc | |||||||
| 1500 Dorchester Avenue | BOSTON | MA | 02122 | 460516856 | 501 (c)(3) | $83,325 | Building Kit Clark'sMarketing Capacity |
| Kit Clark Senior Services Inc | |||||||
| 1500 Dorchester Avenue | BOSTON | MA | 02122 | 460516856 | 501 (c)(3) | $54,000 | Fit-4-Life |
| MAB Community Services Inc | |||||||
| 200 IVY ST BROOKLINE MA 02 | BROOKLINE | MA | 024463907 | 042109859 | 501 (c)(3) | $40,000 | Visually ImpairedElders Program |
| Massachusetts Assn of Councils on Aging | |||||||
| 116 Pleasant St Ste 306 | EASTHAMPTON | MA | 010272781 | 042793624 | 501 (c)(3) | $60,221 | Aging MasteryProgram |
| Massachusetts Hospital Research & Edn Assn | |||||||
| 5 NEW ENGLAND EX PK | BURLINGTON | MA | 01803 | 237039401 | 501 (c)(3) | $45,000 | Nursing InitiativeIntr prof Collaboration (Outbound Call Project) |
| Massachusetts Senior Action Council | |||||||
| 150 Mt Vernon St Ste 200 | BOSTON | MA | 02125 | 042760902 | 501 (c)(3) | $40,000 | Seniors Power Up! -Civic Engagement |
| Minuteman Senior Services | |||||||
| 26 Crosby Drive | BEDFORD | MA | 01730 | 042587212 | 501 (c)(3) | $50,372 | Healthy Connections |
| Montachusett Opportunity Council Inc | |||||||
| 133 Prichard St | FITCHBURG | MA | 014207539 | 042401111 | 501 (c)(3) | $34,546 | Linking Initiatives for Vibrant Elders |
| Mystic Valley Elder Services Inc | |||||||
| 300 COMMERCIAL St 19 | MALDEN | MA | 021487309 | 042562646 | 501 (c)(3) | $20,000 | Reading Partners Program |
| National Academy of Sciences | |||||||
| 2101 Constitution Avenue | WASHINGTON | DC | 20418 | 530196932 | 501 (c)(3) | $10,000 | Study of Family Carein the United States |
| National Academy of Social Insurance | |||||||
| 1776 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | 521451753 | 501 (c)(3) | $25,000 | Economic Security & Health Aging |
| Newton Community Service Center Inc | |||||||
| 492 Waltham St | W NEWTON | MA | 024651920 | 042232418 | 501 (c)(3) | $53,007 | Volunteering forVibrant Aging |
| Northeast Hospital Corporation | |||||||
| 298 Washington St | GLOUCESTER | MA | 01930 | 042121317 | 501 (c)(3) | $37,206 | Safe Steps for Seniors |
| Norwell Visiting Nurse Association Inc | |||||||
| 120 LONGWATER DRIVE | NORWELL | MA | 020611653 | 042104797 | 501 (c)(3) | $36,774 | Matter of Balance: Concerns About Falls |
| Operation ABLE of Greater Boston Inc | |||||||
| 174 Portland St | BOSTON | MA | 02114 | 042761871 | 501 (c)(3) | $47,895 | ABLE AgeWorks Environment |
| Partners for a Healthier Community | |||||||
| 280 Chestnut St | SPRINGFIELD | MA | 01101 | 043342182 | 501 (c)(3) | $25,000 | Pioneer Valley CoalitnAdults with Asthma |
| Project RIGHT Inc | |||||||
| 320 A BLUE HILL AVE | DORCHESTER | MA | 021211951 | 043265420 | 501 (c)(3) | $10,000 | Senior Empowermentinitiative for Seniors |
| Rehabilitation Hosp of the Cape & Islands | |||||||
| 311 SERVICE RD | SANDWICH | MA | 025371370 | 043071419 | 501 (c)(3) | $20,359 | Driving Assessment and Safety Program |
| Rhode Island Community Food Bank | |||||||
| 200 NIANTIC AVE | PROVIDENCE | RI | 029073150 | 050395601 | 501 (c)(3) | $10,000 | Addressing the Meal Gap for Seniors |
| Rhode Island Free Clinic Inc | |||||||
| 655 BROAD ST | PROVIDENCE | RI | 029071444 | 050501276 | 501 (c)(3) | $61,000 | Healthy Lifestyles Today and Tomorrow Watertown |
| Rogerson Communities Inc | |||||||
| One Florence St | BOSTON | MA | 021313638 | 042104319 | 501 (c)(3) | $30,000 | Rogerson FitnessFirst |
| Samaritans Inc | |||||||
| 41 West St 4th Floor | BOSTON | MA | 021111209 | 042643466 | 501 (c)(3) | $22,500 | Wellness Approach Senior Suicide Prev Program |
| Somerville-Cambridge Elder Services Inc | |||||||
| 61 MEDFORD ST 2ND FLOOR SO | SOMERVILLE | MA | 021430000 | 042515020 | 501 (c)(3) | $37,620 | Cambridge Hlth Alliance Elder Services |
| SOUTHCOAST VISITING NURSE ASSOCIATION INC | |||||||
| 200 Mill Road Fairhaven | FAIRHAVEN | MA | 02719 | 042105745 | 501 (c)(3) | $56,040 | "Let's Stop Falling"Exercise Program |
| SPRINGWELL INC | |||||||
| 307 Waverley Oaks Road St | WALTHAM | MA | 02452 | 042616064 | 501 (c)(3) | $52,140 | Healthy Living Initiative |
| The Brigham and Women's Hospital Inc | |||||||
| 75 Francis St | BOSTON | MA | 02115 | 042312909 | 501 (c)(3) | $56,555 | Nuestra Generacin /Our Generation |
| The Carroll Center for the Blind Inc | |||||||
| 770 Centre St | Newton | MA | 02458 | 042106173 | 501 (c)(3) | $50,000 | Project Safe Home |
| The Food Bank of Western Massachusetts | |||||||
| 97 N HATFIELD RD | HATFIELD | MA | 010380160 | 042751023 | 501 (c)(3) | $15,000 | Brown Bag: Food for Elders Edn Svcs |
| The Latino Health Insurance Program Inc | |||||||
| 276 Union Avenue 2nd Fl | FRAMINGHAM | MA | 01702 | 300614874 | 501 (c)(3) | $43,802 | "Mi Vida, Mi Salud"" |
| The Open DoorCape Ann Food Pantry Inc | |||||||
| 28 Emerson Avenue | GLOUCESTER | MA | 01930 | 222513482 | 501 (c)(3) | $10,000 | Expanding ConnectingIndependence & Wellness |
| The Salvation Army | |||||||
| 213 Main St Malden | MALDEN | MA | 02148 | 135562351 | 501 (c)(3) | $6,500 | Holiday Wish TreeMatch 2014 |
| Tri-Town Economic Opportunity Committee | |||||||
| 1126 HARTFORD AVE | JOHNSTON | MA | 029197109 | 050309695 | 501 (c)(3) | $16,384 | Matter of Balance |
| Tufts Health Care Institute | |||||||
| 75 Kneeland St | BOSTON | MA | 021111817 | 043289926 | 501 (c)(3) | $26,600 | Tufts Health Care Era of Health Reform |
| United South End Settlements | |||||||
| 566 Columbus Ave | BOSTON | MA | 021181181 | 042104280 | 501 (c)(3) | $20,000 | Tai Chi Easy |
| UNITED WAY OF MASSACHUSETTS BAY INC | |||||||
| 51 SLEEPER ST | BOSTON | MA | 022101208 | 042382233 | 501 (c)(3) | $56,741 | Workplace Giving2014 |
| United Way of Tri-County | |||||||
| 46 Park St | Framingham | MA | 017026652 | 042104231 | 501 (c)(3) | $14,957 | TeleCheck |
| University of Massachusetts Foundation | |||||||
| 225 Franklin St 33d fl | BOSTON | MA | 02110 | 046013152 | 501 (c)(3) | $325,000 | Rhode Island DataReport |
| Urban League of Eastern Massachusetts Inc | |||||||
| 88 WARREN ST | BOSTON | MA | 021193208 | 237349132 | 501 (c)(3) | $40,000 | Mature Worker Program |
| VNA & Hospice of Cooley Dickinson Inc | |||||||
| 168 Industrial Dr | Northampton | MA | 010602379 | 042104788 | 501 (c)(3) | $69,314 | Strength in Numbers Edn for Seniors |
| VNA Care Network Inc | |||||||
| 120 THOMAS ST | WORCHESTER | MA | 016081223 | 042103825 | 501 (c)(3) | $14,000 | Fewer FallsSafer Seniors |
| Water Way Arts for Health and Energy Inc | |||||||
| 131 CYPRESS ST | BROOKLINE | MA | 02445 | 202332178 | 501 (c)(3) | $50,000 | Tai Chi for Healthy Aging |
| Watertown Community Foundation | |||||||
| 71 Barnard Ave | Watertown | MA | 02472 | 300229398 | 501 (c)(3) | $30,000 | WCF Tufts Health ""Healthy Watertown"" |
| WESTBAY COMMUNITY ACTION INC | |||||||
| 224 BUTTONWOODS AVE | WARWICK | MA | 028867541 | 050311985 | 501 (c)(3) | $42,000 | Westbay FallPrevention Program |
| Whittier Street Health Center Committee | |||||||
| 1290 Tremont St | ROXBURY | MA | 021203432 | 042619517 | 501 (c)(3) | $50,000 | Geriatric Chronic Disease Mgt Program |
| Worcester State University | |||||||
| 486 CHANDLER ST | WORCHESTER | MA | 016022861 | 223248067 | 501 (c)(3) | $35,000 | Intergen. ProgramFocus on Hunger |
| YMCA of Greater Boston | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 021155019 | 042103551 | 501 (c)(3) | $75,000 | Get Fit, Stay Fit for Life |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 78 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule I | FormAndLineReferenceDesc |
| Explanation | Desc of Organization's Procedures for Monitoring the Use of Grants COMMUNITY INVESTORS (GRANTMAKERS) BEGIN DUE DILIGENCE BY REQUIRING A LETTER OF INTENT FROM THE REQUESTING COMMUNITY BASED ORGANIZATION (CBO). THE CBO MUST ALSO UNDERGO A FINANCIAL REVIEW AND BE A 501(C)(3). THIS STATUS IS ALSO CHECKED BY THE FOUNDATION STAFF. FOR ALL GRANTS THAT ARE AWARDED THE FOUNDATION REQUIRES SITE VISITS TO THE PROGRAMS BY STAFF, AN INTERIM PROGRESS REPORT WITH FOLLOW-UP AS NEEDED AND ONE POST-GRANT FINAL REPORT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES ROOSEVELT | ||||||||||||||
| PRESIDENT/DIRECTOR | $0 | $851,046 | $0 | $683,852 | $0 | $143,356 | $0 | $333,130 | $0 | $10,493 | $0 | $2,021,877 | $0 | $0 |
| LOIS CORNELL | ||||||||||||||
| clerk | $0 | $423,686 | $0 | $233,892 | $0 | $53,850 | $0 | $91,354 | $0 | $15,182 | $0 | $817,964 | $0 | $0 |
| ROLAND PRICE | ||||||||||||||
| TREASURER | $0 | $241,860 | $0 | $53,445 | $0 | $7,132 | $0 | $88,008 | $0 | $9,304 | $0 | $399,749 | $0 | $0 |
| UMESH KURPAD | ||||||||||||||
| CFO | $0 | $438,272 | $0 | $246,519 | $0 | $202,940 | $0 | $92,053 | $0 | $15,191 | $0 | $994,975 | $0 | $0 |
| ANNE MARIE BOURISQUOT-KING | ||||||||||||||
| DIRECTOR-GRANTS & OPERATIONS | $0 | $136,323 | $0 | $39,737 | $0 | -$10,869 | $0 | $17,606 | $0 | $14,296 | $0 | $197,093 | $0 | $0 |
| NORA MORENO CARGIE | ||||||||||||||
| VP, CORP CITIZNSP & FDN ED | $0 | $167,318 | $0 | $0 | $0 | $104,229 | $0 | $33,464 | $0 | $9,880 | $0 | $314,891 | $0 | $0 |
| PATRICIA BLAKE | ||||||||||||||
| DIRECTOR | $0 | $362,277 | $0 | $203,773 | $0 | $28,103 | $83,398 | $14,882 | $0 | $692,433 | ||||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 1a | TAX INDEMNIFICATION AND GROSS-UP PAYMENTS NORA MORENO-CARGIE RECEIVED GROSS UP PAYMENTS AS PART OF A RELOCATION AGREEMENT. FORM 990, SCHEDULE J, PART I, LINE 3 SUPPLEMENTAL COMPENSATION INFORMATION THE FOUNDATION USES THE COMPENSATION POLICIES OF ITS SOLE MEMBER, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). FORM 990, SCHEDULE J, PART I, LINE 4B THE RELATED ORGANIZATION MAINTAINS AN EXECUTIVE SAVINGS PLAN (ESP) FOR ITS SENIOR MANAGERS WITH THE TITLE DIRECTOR AND ABOVE. THE NUMBERS LISTED ON SCHEDULE J PART II COLUMN C REFLECT BOTH THE EMPLOYEE DEFERRALS AS WELL AS THE EMPLOYER CONTRIBUTIONS TO THE ESP. |
| FORM 990, SCHEDULE J, PART I, LINE 6B | SUPPLEMENTAL COMPENSATION INFORMATION THE OFFICERS OF TUFTS HEALTH PLAN FOUNDATION, INC. ARE ELIGIBLE TO PARTICIPATE IN AN EXECUTIVE INCENTIVE PLAN BECAUSE OF THEIR ROLES AT TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. THE EMPLOYEES WHO PARTICIPATE IN THIS PLAN ARE: - JAMES ROOSEVELT - ROLAND PRICE - LOIS CORNELL - NORA MORENO-CARGIE - UMESH KURPAD |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 | ORGANIZATION'S MISSION TO PROVIDE COMMUNITY BENEFITS ABOVE AND BEYOND ITS REGULAR LINES OF BUSINESS, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO) ESTABLISHED THE TUFTS HEALTH PLAN FOUNDATION, A 501(C)(3) CHARITABLE AND SUPPORTING ORGANIZATION OF TAHMO. THE FOUNDATION ALIGNED ITS MISSION TO THAT OF TUFTS HEALTH PLAN TO LEVERAGE THE PLAN'S GREATEST ASSET (ITS PEOPLE) IN A MORE DELIBERATE WAY ON BEHALF OF COMMUNITY: TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE. THE FOUNDATION ACHIEVES THIS MISSION PRIMARILY THROUGH COMMUNITY INVESTMENTS AND CONVENING ACTIVITIES THAT ARE FOCUSED ON HEALTHY LIVING WITH AN EMPHASIS ON OLDER ADULTS WITH AN EMPHASIS ON THE MOST VULNERABLE IN OUR SOCIETY. FOR ITS GRANTMAKING, THE FOUNDATION NOW EMPHASIZES INITIATIVES THAT LOOK AT COMMUNITIES IN A COMPREHENSIVE WAY AND SUPPORT INTEGRATED STRATEGIES. THE FOUNDATION FUNDS PROGRAMS THAT PROMISE TO MOVE COMMUNITIES TOWARD AGE-FRIENDLINESS, MEANING THAT CONSIDERATION IS GIVEN TO ALL PLANS AND POLICIES WHEN THINKING ABOUT COMMUNITY GROWTH AND DEVELOPMENT. THIS TRANSLATES INTO HAVING COMMUNITIES "WHERE WE LIVE AND WORK" FOLLOW STANDARDS ESTABLISHED BY THE WORLD HEALTH ORGANIZATION, THAT PROMOTE HEALTHY LIVING ACROSS THE LIFESPAN AND ENHANCE QUALITY OF LIFE IN COMMUNITIES AS PEOPLE AGE. THIS INCLUDES COMMUNITY AND HEALTH CARE, HOUSING, TRANSPORTATION, SOCIAL PARTICIPATION, OUTDOOR SPACES AND BUILDING, RESPECT AND SOCIAL INCLUSION, CIVIC PARTICIPATION AND EMPLOYMENT, COMMUNICATIONS AND INFORMATION. THIS APPROACH RECOGNIZES THE WIDE RANGE OF CAPACITIES AND RESOURCES AMONG OLDER PEOPLE, ANTICIPATES AND RESPONDS FLEXIBLY TO AGING-RELATED NEEDS AND PREFERENCES, RESPECTS OLDER PEOPLE'S DECISIONS AND LIFESTYLE CHOICES, PROTECTS THOSE WHO ARE MOST VULNERABLE, AND PROMOTES OLDER PEOPLE'S INCLUSION IN AND CONTRIBUTION TO ALL AREAS OF COMMUNITY LIFE. TO ADVANCE THIS COMMUNITY APPROACH, THE FOUNDATION PRIORITIZED ITS INVESTMENTS INTO THREE AREAS THAT WOULD ENCOURAGE ORGANIZATIONS TO WORK MORE COLLABORATIVELY TO MAKE THE IMPACT THEY WERE HAVING BROADER AND TO POSITION THOSE ORGANIZATIONS FOR SCALING EFFORTS THAT WOULD LEAD TO IMPROVE COMMUNITY OUTCOMES. IN 2015, THE FOUNDATION BEGAN FUNDING IN: SYSTEMS AND BEST PRACTICES- SUPPORT HEALTHY LIVING THROUGH HEALTH AND WELLNESS, WORKFORCE DEVELOPMENT, PURPOSEFUL ENGAGEMENT AND FIELD AND CAPACITY BUILDING ACTIVITIES; POLICY AND ADVOCACY- ENGAGES IN POLICY AND ADVOCACY EFFORTS THAT ADVANCE AGE-FRIENDLY STATUS IN ALL COMMUNITIES. THIS INCLUDES ENGAGING AND MOBILIZING DIVERSE STAKEHOLDERS TOWARD MAKING CHANGE AND EXPANDING ACCESS TO PROGRAMS AND SERVICES; AND THE PRESIDENT'S LEADERSHIP FUND - SUPPORTS COMMUNITY LEADERS WORKING COLLABORATIVELY TOWARD A COMMON COMMUNITY GOAL. IN 2014, THE FOUNDATION FUNDED ORGANIZATIONS IN MASSACHUSETTS AND RHODE ISLAND. ORGANIZATIONS IN MASSACHUSETTS AND RHODE ISLAND. ORGANIZATIONS IN MASSACHUSETTS AND RHODE ISLAND. |
| FORM 990, PART III, LINE 4A | PROGRAM SERVICE ACCOMPLISHMENTS IN LATE 2014, THE FOUNDATION REVISED ITS PRIORITIES INTO THREE AREAS THAT WOULD ENCOURAGE ORGANIZATIONS TO WORK MORE COLLABORATIVELY TO MAKE BROADER COMMUNITY IMPACT AND SCALE EFFORTS TO IMPROVE COMMUNITIES. THE FOUNDATION BEGAN FUNDING IN THESE AREAS IN 2015: SYSTEMS AND BEST PRACTICES- IMPROVE SYSTEMS THAT SUPPORT HEALTHY LIVING THROUGH HEALTHY AND WELLNESS, WORKFORCE DEVELOPMENT, PURPOSEFUL ENGAGEMENT AND FIELD AND CAPACITY BUILDING ACTIVITIES; POLICY AND ADVOCACY- ENGAGE IN POLICY AND ADVOCACY EFFORTS THAT WILL ADVANCE COMMUNITIES TOWARD ACHIEVING AGE-FRIENDLY STATUS, INCLUDING ENGAGING DIVERSE STAKEHOLDERS TO MOBILIZE TOWARD MAKING CHANGE AND EXPANDING ACCESS TO PROGRAMS AND SERVICES; AND PRESIDENT'S LEADERSHIP FUND-SUPPORT COMMUNITY LEADERS WORKING COLLABORATIVELY TOWARD A COMMON COMMUNITY GOAL. FORM 990, PART III, LINE 4B IN 2014, TUFTS HEALTH PLAN BEGAN DEVELOPING AND LAUNCHING ITS CORPORATE CITIZENSHIP PROGRAM WHICH INCLUDES: THE FOUNDATION'S INVESTMENTS IN COMMUNITY AS WELL AS INVESTMENTS IN A NEW EMPLOYEE GIFT MATCH PROGRAM THAT MATCHES BOTH VOLUNTEERING AND/OR FINANCIAL CONTRIBUTIONS TO QUALIFIED NON-PROFIT ORGANIZATIONS UP TO $500; ADDITIONALLY THE FOUNDATION WILL DONATE UP TO $5,000 FOR EMPLOYEES DIRECTOR-LEVEL AND ABOVE WHO GIVE FINANCIALLY TO A NON-PROFITS AS WELL AS SERVE AS A BOARD MEMBER OR IN AN ADVISORY CAPACITY. EMPLOYEE VOLUNTEER OPPORTUNITIES THAT ENCOURAGE EMPLOYEES TO GIVE THEIR TIME TO CAUSES THEY SUPPORT, AS WELL AS ENGAGES THEM THROUGH COMPANY-SPONSORED EFFORTS; ENTERPRISE-WIDE WORKPLACE GIVING OPPORTUNITIES WHERE EMPLOYEES CAN DONATE TO COMPANY-SPONSORED DRIVES, WHICH THE FOUNDATION THEN MATCHES. |
| FORM 990, PART VI, LINE 2 | THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.: JAMES ROOSEVELT JACKIE JENKINS-SCOTT THOMAS P. O'NEILL, III LOIS CORNELL UMESH KURPAD ROLAND PRICE PATRICIA BLAKE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS ASSOCIATED HEALTH PLANS, INC.: JAMES ROOSEVELT LOIS CORNELL UMESH KURPAD ROLAND PRICE PATRICIA BLAKE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TOTAL HEALTH PLAN, INC.: JAMES ROOSEVELT UMESH KURPAD LOIS CORNELL ROLAND PRICE PATRICIA BLAKE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS INSURANCE COMPANY: JAMES ROOSEVELT LOIS CORNELL UMESH KURPAD ROLAND PRICE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS BENEFIT ADMINISTRATORS, INC.: JAMES ROOSEVELT LOIS CORNELL UMESH KURPAD ROLAND PRICE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TAHP BROKERAGE CORPORATION: JAMES ROOSEVELT LOIS CORNELL THE FOLLOWING PERSON SERVED AS A BOARD OF MANAGERS MEMBER OR OFFICER FOR CHRISTIE STUDENT HEALTH PLANS LLC: UMESH KURPAD THE FOLLOWING PEOPLE SERVED AS A BOARD OF MANAGERS, MEMBER OR OFFICER FOR NETWORK HEALTH, LLC: JAMES ROOSEVELT UMESH KURPAD LOIS CORNELL ROLAND PRICE |
| FORM 990, PART VI, LINE 3 | DESCRIPTION OF MANAGEMENT ARRANGEMENT THE FOUNDATION IS A SUPPORTING ORGANIZATION OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). TAHMO AND ITS SUBSIDIARY, TUFTS ASSOCIATED HEALTH PLANS, INC. (TAHP), PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO THE FOUNDATION. |
| FORM 990, PART VI, LINES 6A AND 7A | MEMBERS TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. (TAHMO) AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, ELECTS THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY. FORM 990, PART VI, LINE 7B DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS TAHMO, AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE FOUNDATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS. |
| FORM 990, PART VI, LINE 11B | PROCESS USED BY GOVERNING BODY TO REVIEW 990 THE FORM 990 IS PREPARED IN TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.'S FINANCE DEPARTMENT, WITH ASSISTANCE FROM OUR EXTERNAL ACCOUNTANTS, ERNST & YOUNG. THIS PREPARATION BEGAN IN JUNE 2015. SOME INFORMATION IS PROVIDED BY THE FOUNDATION'S PRESIDENT AND MANAGING DIRECTOR, AND SECTIONS OF THE FORM ARE REVIEWED BY OUR INSIDE LEGAL COUNSEL. CERTAIN SECTIONS OF THE FORM ARE REVIEWED BY A NUMBER OF SENIOR MANAGERS. OUR CHIEF FINANCIAL OFFICER REVIEWS THE FORM IN ITS ENTIRETY. ONCE THE FORM IS COMPLETE, IN NOVEMBER 2015, IT IS FORWARDED ON TO OUR BOARD OF DIRECTORS AND IT IS THEN SUBMITTED FOR FILING. |
| FORM 990, PART VI, LINE 12C | DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST ON AN ONGOING BASIS AND BEFORE ANY GRANTS ARE AWARDED, ALL BOARD MEMBERS AND STAFF MEMBERS ARE ASKED TO DISCLOSE ANY RELATIONSHIPS OR POTENTIAL CONFLICTS OF INTEREST WITH ANY GRANTEES OR BUSINESS PARTNERS. ALSO, THE FOUNDATION BOARD MEMBERS RECEIVE ANNUAL CONFLICTS STATEMENTS, WHICH ARE SUBMITTED AND REVIEWED. DURING THE GRANT REVIEW PROCESS, STAFF MEMBERS WITH AN ACTUAL OR POTENTIAL CONFLICT ARE PERMITTED TO COMMENT ON A PARTICULAR REQUEST, BUT ARE NOT ALLOWED TO PARTICIPATE IN FINAL DECISIONS. DISCLOSURES ARE REPORTED IN THE PORTFOLIO OF GRANTS PRESENTED TO THE BOARD FOR VOTE, AND BOARD MEMBERS ARE AGAIN REQUESTED TO DISCLOSE ANY POTENTIAL CONFLICTS JUST PRIOR TO THE VOTE TAKING PLACE. ANY BOARD MEMBER WITH AN ACTUAL OR POTENTIAL CONFLICT IS PERMITTED TO COMMENT, BUT IS NOT ALLOWED TO VOTE ON THE PARTICULAR MATTER. |
| FORM 990, PART VI, LINES 15A AND 15B | OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE EMPLOYEES OF RELATED ORGANIZATIONS PROVIDE SERVICES TO THE FOUNDATION. THE PRESIDENT IS COMPENSATED SOLELY FOR HIS DUTIES PERFORMED IN THE CAPACITY AS AN OFFICER OF TAHMO AND TAHP. THERE IS NO REMUNERATION FOR DUTIES RELATED TO THE TUFTS HEALTH PLAN FOUNDATION. THE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE BOARD OF DIRECTORS (THE "BOARD") OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION (TUFTS HP OR THE "COMPANY") REVIEWS AND ADMINISTERS TOTAL REMUNERATION OPPORTUNITIES, POLICIES, PROGRAMS, AND MAJOR CHANGES IN TUFTS HP'S BENEFIT PLANS THAT ARE APPLICABLE TO THE OFFICERS AND EXECUTIVES OF THE COMPANY (THE "EXECUTIVES" - THESE INCLUDE THE CEO, COO, AND ALL SENIOR VICE PRESIDENTS), AS WELL AS TO ANY OTHER INDIVIDUAL OR GROUPS THE COMMITTEE DEEMS APPROPRIATE BASED ON ITS INTERPRETATION OF THE DEFINITION OF "DISQUALIFIED PERSONS" IN SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986. THE COMMITTEE IS COMPRISED OF INDEPENDENT DIRECTORS OF THE COMPANY. THE COMMITTEE REPORTS TO THE FULL BOARD OF DIRECTORS. FOR CEO COMPENSATION, THE COMMITTEE REVIEWS THE INFORMATION DESCRIBED BELOW AND RECOMMENDS THE CEO'S COMPENSATION TO THE FULL BOARD FOR ITS APPROVAL. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION RECOMMENDATIONS FROM THE CEO FOR OTHER EXECUTIVES, AND PROVIDES A REPORT TO THE FULL BOARD ON THIS INFORMATION. IT IS THE BOARD'S INTENTION THAT THE COMMITTEE WILL PERFORM ITS DUTIES IN A MANNER THAT WILL ESTABLISH A PRESUMPTION THAT THE TOTAL REMUNERATION OFFERED TO EXECUTIVES AND OTHER "DISQUALIFIED PERSONS" ARE REASONABLE. COMPARABILITY DATA AND REASONABLENESS THE TOTAL COMPENSATION OPPORTUNITIES PROVIDED TO EXECUTIVES OF THE COMPANY ARE INTENDED TO BE COMPETITIVE WITH, AND IN REASONABLE COMPARISON TO, THOSE OPPORTUNITIES PROVIDED BY ORGANIZATIONS IN THOSE BUSINESS SECTORS WITH WHICH THE COMPANY COMPETES FOR EXECUTIVE TALENT. THE BOARD BELIEVES THAT SUCH COMPETITORS ARE NOT LIMITED TO OTHER HEALTHCARE INSTITUTIONS AND THAT COMPARISONS SHOULD BE MADE TO THE COMPENSATION PRACTICES OF A CROSS-SECTION OF BUSINESS SECTORS IN BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS, WHEN APPROPRIATE. THE COMMITTEE RETAINS INDEPENDENT COMPENSATION CONSULTANTS TO PROVIDE DATA AS NECESSARY, AND ALSO USES AVAILABLE SOURCES OF INDEPENDENT DATA ON COMPENSATION. PEER ORGANIZATIONS AND PUBLISHED SURVEY SOURCES WILL BE APPROVED BY THE COMMITTEE BASED ON ITS REASONABLE DETERMINATION. THE COMMITTEE MAY ALSO RELY ON MEMBERS OF MANAGEMENT AND OUTSIDE ADVISORS, CONSULTANTS, AND COUNSEL TO PROVIDE MARKET DATA REPORTS, ANALYSIS, AND OPINIONS WITH RESPECT TO COMPENSATION-RELATED MATTERS. THE DATA REVIEWED CONSISTS OF COMPARABLE, RELEVANT MARKET DATA FOR THE COMPANY'S POSITIONS FROM PUBLISHED SURVEYS, AND OTHER AVAILABLE SOURCES, OF HEALTH AND MANAGED CARE INSTITUTIONS AND THE GENERAL INDUSTRY. OTHER SURVEYS OF SPECIALIZED SKILL SETS OR EMPLOYEE ATTRIBUTES CRITICAL TO THE SUCCESS OF THE COMPANY, E.G., ACTUARIAL, LEGAL, ETC., ARE ALSO INCORPORATED AS NEEDED, ALONG WITH GEOGRAPHIC REFERENCES TO THE BOSTON AND NEW ENGLAND LABOR MARKETS. THE COMMITTEE WILL RELY ON THIS MARKET DATA TO ASSESS, DETERMINE, AND VALIDATE COMPENSATION LEVELS FOR THE COMPANY'S EXECUTIVES. THE COMMITTEE USES THIS DATA IN ITS REVIEW OF: - SETTING BASE SALARIES - IN LIGHT OF MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE, BACKGROUND, EXPERIENCES, AND PERSONAL SKILLS. BASE SALARY WILL BE SET SO THAT THE TARGETED POSITIONING OF AN EXECUTIVE IS AT THE 50TH PERCENTILE FOR EACH POSITION. ACTUAL BASE SALARY MAY VARY BASED ON SKILLS, BACKGROUND, AND EXPERIENCE. - ANNUAL INCENTIVE COMPENSATION - THE COMPANY'S GOAL IS TO PROVIDE COMPETITIVE AND REASONABLE OPPORTUNITIES UNDER THE TERMS OF AN EXECUTIVE ANNUAL INCENTIVE PLAN FOR THE SELECTED POSITIONS WHICH ARE RESPONSIBLE FOR ACHIEVING PERFORMANCE GOALS THAT REFLECT THE OVERALL MISSION OF THE COMPANY, THE STRATEGIC DIRECTION OF THE COMPANY FOR THE PERFORMANCE YEAR, AND THE INDIVIDUAL'S PERFORMANCE DURING THAT YEAR. THE COMMITTEE MAKES EVERY EFFORT TO ESTABLISH A PRESUMPTION THAT THE TOTAL REMUNERATION OPPORTUNITIES PROVIDED TO EXECUTIVES ARE REASONABLE; AS SUCH PRESUMPTION IS CONTEMPLATED IN SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME. IN ESTABLISHING THE PRESUMPTION OF REASONABLENESS, THE COMMITTEE MAY ENGAGE THE PROFESSIONAL SERVICES OF INDEPENDENT LEGAL COUNSEL, COMPENSATION EXPERTS, ACCOUNTANTS, AND OTHER EXPERTS AND ADVISORS. TIMING EXECUTIVE BENCHMARKING IS COMPLETED ON AN ANNUAL BASIS. FOR THE CEO, BENCHMARKING IS COMPLETED BY THE EXTERNAL CONSULTANT ENGAGED BY THE COMPENSATION COMMITTEE. FOR ALL OTHER OFFICERS, BENCHMARKING IS COMPLETED BY AN EXTERNAL CONSULTANT EVERY TWO YEARS, AND BY THE INTERNAL COMPENSATION TEAM ON ALTERNATING YEARS. THE ANALYSIS COMPLETED IN Q4, 2013 WAS COMPLETED BY THE EXTERNAL CONSULTANT ENGAGED BY THE COMMITTEE. TO COMPLETE THE ANALYSIS, THE CONSULTANT: - COLLECTED RELEVANT INFORMATION REGARDING THE COMPANY'S OPERATIONS, COMPLEXITY, STRUCTURE, SIZE, AND SCOPE, AS WELL AS RELEVANT BACKGROUND ON THE EXECUTIVES' DUTIES AND SCOPE OF RESPONSIBILITIES; - DETERMINED THE SURVEY SOURCES TO USE IN THE ANALYSIS, BASED ON THE COMPANY'S COMPETITIVE MARKET FOR EXECUTIVE POSITIONS (AS DESCRIBED ABOVE); - MATCHED THE COMPANY'S EXECUTIVE POSITIONS IN THE SURVEYS BASED ON THE COMPANY'S SIZE COMPLEXITY, AND SCOPE, AS WELL AS ACCORDING TO SPECIFIC POSITION RESPONSIBILITIES AND REPORTING RELATIONSHIPS; - VALIDATED THE SURVEY SOURCES AND MARKET MATCHES WITH THE INTERNAL COMPENSATION TEAM TO ENSURE CONSISTENCY; - REVIEWED, COMPILED, AND SUMMARIZED THE DATA IN REPORT FORM. THE REPORT SUMMARIZING THE RESULTS OF THE ANALYSIS WAS PRESENTED TO THE COMPENSATION COMMITTEE FOR DISCUSSION AND DELIBERATION. DOCUMENTATION A SUMMARY OF THE DISCUSSIONS AND DELIBERATIONS OF THE COMMITTEE ARE DOCUMENTED IN THE MEETING MINUTES, WHICH ARE REVIEWED AND APPROVED BY THE COMMITTEE. COPIES OF ALL MEETING MATERIALS DISTRIBUTED PRIOR TO AND DURING THE MEETING ARE MAINTAINED IN THE CORPORATE RECORDS ALONG WITH MEETING MINUTES. |
| FORM 990, PART VI, LINE 19 | AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE AT ITS HEADQUARTERS IN WATERTOWN, MA. ALL REQUESTS CAN BE MADE TO THE CORPORATE COMMUNICATIONS OR FINANCE DEPARTMENTS. |
| FORM 990, PART VII | SUPPLEMENTAL COMPENSATION INFORMATION Steven Tolman did not earn compensation in 2014. In lieu of compensation, Tufts Health Plan donated an amount equivalent to the compensation he would have otherwise received to a charity. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| TUFTS ASSOC HEALTH MAINTENANCE ORG INC | ||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 042674079 | HMO | MA | 501(C)(4) | N/A | NA | false |
| TUFTS HEALTH PUBLIC PLANS INC | ||||||||||
| 705 MT AUBURN STREET | WATERTOWN | MA | 024721508 | 800721489 | HEALTH PLAN | MA | 501(C)(4) | N/A | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH PLANS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Mount Auburn St | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024721508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042985923 | EIN |
| Primary Activities | MANAGEMENT SVCS | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAHMO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TUFTS ASSOCIATED HEALTH MAINTENANCE ORG | ||
| p | $658,000 | Accrual |
| TUFTS ASSOCIATED HEALTH PLANS INC | ||
| p | $358,000 | Accrual |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART V, LINE 1P | FormAndLineReferenceDesc |
| Explanation | REIMBURSEMENT PAID TO OTHER ORGANIZATION THE FOUNDATION REIMBURSES TAHMO FOR ALL PAYMENTS DIRECTLY RELATED TO THE FOUNDATION. | ExplanationTxt |
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