2015-07-06T12:14:22-05:00 2014-12-31 042684828 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 990 2014-01-01 222581863 HEALTH MANAGEMENT SERVICES INC HEAL 7815982454 210 MARKET STREET LYNN MA 01901 SHAWN POTTER PRESIDENT/CEO 7815982454 2015-06-22 1 ALAN GAROFALO P00744592 6177427788 2014 2016-04-25 22:37:26Z SHAWN POTTER 210 MARKET STREET LYNN MA 01901 3010383 0 X WWW.ALLCARE.ORG X 1985 MA CHARITABLE - COORDINATION AND SUPPORT OF HOME HEALTH SERVICES. 11 11 9 0 0 0 0 0 2966800 2943060 0 0 -13183 67323 2953617 3010383 0 0 0 0 1690191 1742682 0 0 0 1339404 1263196 3029595 3005878 -75978 4505 5292212 1736253 7139832 1536079 -1847620 200174 THE PROVISION OF MANAGEMENT AND ORGANIZATIONAL SUPPORT SERVICES TO SEVEN AFFILIATES THAT PROVIDE A FULL RANGE OF HOME HEALTH AND RESTORATIVE THERAPY SERVICES. 0 0 2727224 2943060 THE PROVISION OF MANAGEMENT AND ORGANIZATIONAL SUPPORT SERVICES TO SEVEN AFFILIATES THAT PROVIDE A FULL RANGE OF HOME HEALTH AND RESTORATIVE THERAPY SERVICES. 2727224 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 13 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X DANIEL MEYLER 7812441100 210 MARKET STREET LYNN MA 01901 LOUIS FENTON CHAIRMAN 2.00 X 0 0 0 KEVIN BRANSFIELD VICE CHAIRMAN 2.00 X 0 0 0 DANIEL CLASBY TREASURER 2.00 X 0 0 0 ROBERT ALLISON SECRETARY 2.00 X 0 0 0 KENNETH HARDING DIRECTOR 2.00 X 0 0 0 KENNETH ELLIS VICE PRESIDENT 2.00 X 0 0 0 JAMES SMITH DIRECTOR 2.00 X 0 0 0 CHARLES POWERS DIRECTOR 2.00 X 0 0 0 RONALD PLOTKA DIRECTOR 2.00 X 0 0 0 WILLIAM FROST DIRECTOR 2.00 X 0 0 0 THOMAS ROGERS DIRECTOR 2.00 X 0 0 0 SHAWN F POTTER PRESIDENT 37.50 X 398706 0 121969 DANIEL MEYLER CFO 37.50 X 177939 0 18741 CHERYL TARRANT VP OF OPERATIONS 37.50 X 182796 0 7907 JO-MARY KOOPMAN SENIOR VICE PRESIDENT 37.50 X 231909 0 19764 JAMES MURPHY MIS DIRECTOR 37.50 X 131990 0 18504 1123340 0 186885 5 0 1 0 MCKESSON BOX 98347 CHICAGO IL 60693 IT CONSULTING 292942 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 ACCOUNTING SERVICES 103386 2 MANAGEMENT SERVICE REV 541610 2943060 2943060 2943060 INVESTMENT IN AFFILIAT 900003 67323 67323 67323 3010383 2943060 0 67323 991349 991349 478377 478377 21227 21227 177342 177342 74387 74387 5000 5000 103386 103386 16426 16426 321980 321980 8409 8409 1366 1366 109422 109422 19536 19536 117262 117262 328198 328198 MISCELLANEOUS EXPENSES 92555 92555 BUILDING REPAIR & MAINT 66282 66282 STAFF FUNCTIONS 44420 44420 PARKING 28954 28954 3005878 2727224 278654 0 18796 16574 3064 3304 157832 113900 1103271 1036167 64598 67104 5047922 1535371 5292212 1736253 466527 443237 6673305 1092842 7139832 1536079 X -1847620 200174 -1847620 200174 5292212 1736253 X 4505 2043289 X 0 1 X 1 0 X X 5 ALL CARE VNA OF GREATER LYNN INC 042214847 9 1 0 0 ALL CARE RESOURCES INC 042805564 9 1 0 0 ALL CARE HOSPICE INC 352231860 9 1 0 0 ALL CARE ADULT DAY HEALTH CENTER INC 760799712 9 1 0 0 THE VISITING NURSE ASSOCIATION FOUNDATION INC 222581936 11 1 0 0 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 20000 20000 0 PART II-B, LINE 1: THE LAW FIRM OF SMITH, RUDDOCK & HAYES WAS PAID $20,000 TO HANDLE GOVERNMENT RELATIONS ISSUES. 1103271 1036167 67104 67104 GOODWILL 440324 INVESTMENT IN AFFILIATE 2205 457F ASSET 384795 RIVERSOURCE LIFE ANNUITY 708047 1535371 457F LIABILITY 384795 RETIREMENT PLAN OBLIGATION 708047 1092842 X 3010383 0 3010383 0 3010383 3005878 0 3005878 0 3005878 PART X, LINE 2: HEALTH MANAGEMENT SERVICES, INC. IS EXEMPT FROM INCOME TAX ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION ANNUALLY EVALUATES ITS TAX STATUS AND TAX POSITIONS TAKEN WITH RESPECT TO ITS OPERATIONS AND FINANCIAL POSITION. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 SHAWN F POTTER PRESIDENT 329670 0 65000 0 4036 0 106229 0 15740 0 520675 0 0 0 DANIEL MEYLER CFO 152882 0 22200 0 2857 0 4006 0 14735 0 196680 0 0 0 CHERYL TARRANT VP OF OPERATIONS 156814 0 22875 0 3107 0 3973 0 3934 0 190703 0 0 0 JO-MARY KOOPMAN SENIOR VICE PRESIDENT 196502 0 32500 0 2907 0 4904 0 14860 0 251673 0 0 0 JAMES MURPHY MIS DIRECTOR 124164 0 6500 0 1326 0 3182 0 15322 0 150494 0 0 0 PART I, LINE 4B THE ORGANIZATION'S PRESIDENT/CEO SHAWN POTTER PARTICIPATES IN A SUPPLMENTAL NON-QUALIFIED RETIREMENT PLAN. DEFERRED COMPENSATION REPORTED FOR YEAR ENDED DECEMBER 31,2014 WAS $100,000. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY AT THE HEALTH MANAGEMENT SERVICES, INC. EXECUTIVE COMMITTEE MEETING BEFORE IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THROUGH ORIENTATION AND ANNUAL EDUCATION. ENFORCEMENT HAS NOT BEEN ISSUE, BUT WOULD OCCUR IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 ALL OFFICER AND KEY EMPLOYEE SALARIES ARE VOTED UPON AND APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATIONS'S FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST AND CAN ALSO BE FOUND ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE ALSO LOCATED AT THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY TRANSFER 2,043,289. ALL CARE RESOURCES 210 MARKET STREET LYNN MA 01901 042805564 HEALTH SERVICES MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 ALL CARE VISITING NURSES ASSOCIATION OF GREATER LYNN INC 210 MARKET STREET LYNN MA 01901 042214847 HEALTH SERVICES MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 ALL CARE HOSPICE INC 210 MARKET STREET LYNN MA 01901 352231860 HEALTH SERVICES MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 ADULT DAY HEALTH CENTER INC 210 MARKET STREET LYNN MA 01901 760799712 HEALTH SERVICES MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 THE VISITING NURSE ASSOCIATION FOUNDATION 210 MARKET STREET LYNN MA 01901 222581936 DEVELOPMENT & FUNDRAISING MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 VNA VENTURES INC 210 MARKET STREET LYNN MA 01901 042942852 REAL ESTATE MANAGEMENT MA HEALTH MANAGEMENT SERVICES INC C 67323 2205 1.00000 0 ALL CARE INFUSION THERAPY COMPANY INC 210 MARKET STREET LYNN MA 01901 043120267 INVESTMENTS, HEALTH SERVICES MA VNA VENTURES INC C -100185 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 ALL CARE RESOURCES INC L 380072 VNA FOUNDATION L 14823 ALL CARE HOSPICE INC L 288080 ALL CARE VENTURES L 11881 ALL CARE VISITING NURSE ASSOCIATION L 2248204 VNA FOUNDATION P 23352 VNA FOUNDATION P 19536