YANKEE ALLIANCE INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- YANKEE ALLIANCE INC (EIN 22-2561879)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-02
- IRS object ID
- 201540929349100764
- Schema version
- 2013v4.0
- 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-PF
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-02T10:19:50-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 041041100 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222561879 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YANK | BusinessNameControlTxt |
| Phone | 9784702000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 018101083 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dianne Shugrue | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9784702000 | PhoneNum |
| Signature | 2015-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara J McGuan CPA | PreparerPersonNm |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2015-03-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,985,009 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12,422 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,422 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,049 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,049 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $994,548 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,065,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $994,548 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $466,307 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,476,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,010,019 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $244,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111,561 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $132,613 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $139,859 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $17,418 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,238 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,180 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,886 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,887 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,999 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,507 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,878 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,295 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $447,844 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $152,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,939,785 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,939,785 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,387,629 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,091,872 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,911,303 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $853,455 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,508,276 | CashBOYAmt |
| Cash EOY | $313,630 | CashEOYAmt |
| Cash EOYFMV | $313,630 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,061,935 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,621,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,621,236 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $51,292 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $31,019 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,742 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,742 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,070,979 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,003,466 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,003,466 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,164,779 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,054,798 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $244,902 | LandBOYAmt |
| Land EOY | $109,981 | LandEOYAmt |
| Land EOYFMV | $109,981 | LandEOYFMVAmt |
| Other Assets BOY | $1,151,763 | OtherAssetsBOYAmt |
| Other Assets EOY | $927,954 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $927,954 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,120,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,985,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,985,009 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $36,554 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,611 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $26,924 | DeferredRevenueBOYAmt |
| Other Liabilities BOY | $442,112 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $495,497 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $505,590 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $509,108 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,614,576 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,475,901 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,614,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,475,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,120,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,985,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,614,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,911,303 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,163 | OtherIncreasesAmt |
| Subtotal | $4,704,436 | SubtotalAmt |
| Other Decreases | $228,535 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,475,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 42000 Class B Units Premier Healthcare Alliance, L.P. | P | $1,065,960 | $114,827 | $951,133 | $951,133 |
| Capital Gain from Premier Healthcare Schedule K-1 | P | $44,528 | $44,528 | ||
| Capital Loss from AMHS Heritage, LLC Schedule K-1 | P | -$1,113 | -$1,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $994,548 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,069 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,069 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,069 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $25,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $386 | EsPenaltyAmt |
| Overpayment | $7,545 | OverpaymentAmt |
| Applied To ES Tax | $7,545 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | James Oliver President | IndividualWithBooksNm |
| Phone | 9784702000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 01810 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| David Phelps | ||||||||
| 138 River Road | Andover | MA | 01810 | Director | 0.30 | $0 | $0 | $0 |
| David Lincoln | ||||||||
| 138 River Road | Andover | MA | 01810 | Treasurer | 0.30 | $0 | $0 | $0 |
| Dianne Shugrue | ||||||||
| 138 River Road | Andover | MA | 01810 | Director | 0.30 | $0 | $0 | $0 |
| Normand Deschene | ||||||||
| 138 River Road | Andover | MA | 01810 | Director | 0.30 | $0 | $0 | $0 |
| Keith Hovan | ||||||||
| 138 River Road | Andover | MA | 01810 | Vice Chairman | 0.30 | $0 | $0 | $0 |
| Dale Lodge | ||||||||
| 138 River Road | Andover | MA | 01810 | Chairman | 0.30 | $0 | $0 | $0 |
| James Oliver | ||||||||
| 138 River Road | Andover | MA | 01810 | President/Clerk | 2.00 | $0 | $0 | $0 |
| Charles Manning | ||||||||
| 138 River Road | Andover | MA | 01810 | Chief Financial Officer | 2.00 | $0 | $0 | $0 |
| Cathy Spinney | ||||||||
| 138 River Road | Andover | MA | 01810 | Chief Customer Officer | 1.00 | $0 | $0 | $0 |
| Mark Scagliarini | ||||||||
| 138 River Road | Andover | MA | 01810 | Chief Supply Chain Officer | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 018101083 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Management Services | ServiceTypeTxt |
| Compensation | $649,385 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Research, develop and maintain joint venture, best practice applications and knowledge transfer initiatives. The current membership of over 50 acute care hospitals and thousands of alternate site facilities benefit from best-practice applications and knowledge transfer initiatives generated through the collaborative process Yankee has developed over the past two and one half decades.In addition beginning in January 2012, the Center for Medicare and Medicaid Innovation (CMMI) announced the availability of funding to help hospitals reduce preventable readmissions by twenty percent and reduce preventable hospital-acquired conditions by forty percent through the Partnership for Patients (PFP). To facilitate meeting these goals and spreading innovation across the hospital community, CMMI has approved Premier as a "Hospital Engagement Contractor" or HEC. | Description1Txt |
| Expenses1 | $318,164 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,001,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,411,094 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,215 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,428,009 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,428,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,361,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,069 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $295 | IncomeTaxAmt |
| Total Tax | $17,364 | TotalTaxAmt |
| Distributable Before Adj | $200,715 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,715 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $200,715 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,091,872 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,091,872 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,091,872 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,715 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,091,872 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $200,715 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,891,157 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,891,157 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,891,157 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,891,157 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Glen Falls Hospital | ||||||
| 100 Park Street | Glens Falls | NY | 12801 | PC | Food Digester, Upgrade Orthopedic Suite and Laboratory Renovations Project/Bladder Scanner and Clinical Computer Replacement Project. | $520,205 |
| Berkshire Health Systems | ||||||
| 725 North Street | Pittsfield | MA | 01201 | PC | Leadership Management and Development Program | $399,088 |
| Southcoast Hospitals Group Inc | ||||||
| 101 Page Street | New Bedford | MA | 02740 | PC | Ongoing Quality and Safety Initiatives | $657,168 |
| Lowell General Hospital | ||||||
| 295 Varnum Ave | Lowell | MA | 01854 | PC | Hospital Bed Replacement Program | $370,381 |
| Winchester Hospital | ||||||
| 41 Highland Avenue | Winchester | MA | 01890 | PC | ICD-10 Implementation /Clinical Documentation Improvement project. | $355,371 |
| Covenant Health Systems Inc | ||||||
| 100 Ames Pond Drive Suite 102 | Tewksbury | MA | 01876 | PC | Value Analysis, Quality and IT project | $637,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,939,785 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| Management Services | 900099 | $129,630 | |
| Other Income | $155,510 | ||
| Income from Passthrough | 900099 | $2,966 | $178,201 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,422 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,049 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $994,548 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $132,596 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,010,019 | ExclusionAmt |
| Related Or Exempt Function Incm | $333,711 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,476,326 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1b | Partnership for Patients Revenue & Ivantage Reports Revenue |
| 1c | Passthrough Income from Partnership in Premier Healthcare Alliance, LP |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| Form 990-PF, Part VIII: | Yankee Alliance, Inc. has no employees and does not pay compensation to its officers, directors or highly compensated employees. Certain individuals who are employees of Yankee Alliance, LLC, a related organization, perform services for Yankee Alliance, Inc., for which Yankee Alliance, Inc. reimburses Yankee Alliance, LLC at cost. | |
| Form 990-PF, Part IX-A, line 1: | Yankee Alliance is working with Premier as an Affinity Group to support our member hospitals in efforts regionally while utilizing the support of the Premier national member network. This is a two year program with an optional third year of funding if the goals are met. We currently have four separate hospital systems and a total of eight hospitals involved in the program. | Continuation |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Lincoln National Life Insurance Co. 457(b) Plan Assets | FMV | $400,624 | $400,624 |
| 220,712 Class B Units Premier Healthcare Alliance, LP | FMV | $602,842 | $602,842 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Leasehold Improvements | $116,368 | $75,638 | $40,730 | $40,730 |
| Furniture and Fixtures | $1,048,411 | $979,160 | $69,251 | $69,251 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Due From Affiliates | $268,694 | $6,473 | $6,473 |
| CSV of Life Insurance | $883,069 | $921,481 | $921,481 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Income from Passthrough -- Premier Healthcare Alliance, L.P. | Description |
| Amount | $228,535 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Operating Expenses | $30,027 | $21,673 | $9,020 |
| Insurance Expense | $9,480 | $7,205 | $2,275 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Management Services | $129,630 | $129,630 |
| Other Income | $155,510 | $155,510 |
| Income from Passthrough | $181,167 | $181,167 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Income from Passthrough -- AMHS Heritage, LLC | Description |
| Amount | $1,163 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Due To Affiliates | $88,802 | $94,873 |
| Deferred Compensation | $353,310 | $400,624 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Consulting | $15,847 | $8,244 | $7,603 |
| Management Services | $228,327 | $103,317 | $125,010 |
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