2014-04-08T07:30:30-05:00 2013-08-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2012-09-01 450484533 HEALTH LEADS INC HEAL 6173913633 2 OLIVER STREET 10TH FLOOR BOSTON MA 02109 REBECCA ONIE 6175222766 2014-03-26 1 THOMAS A WASHBURN P00830631 5083669100 2014-03-26 2012 2015-11-30 17:44:51Z SARAH DITROIA 2 OLIVER STREET 10TH FLOOR BOSTON MA 02109 4311491 0 X WWW.HEALTHLEADSUSA.ORG X 2003 MA HEALTH LEADS ENVISIONS A HEALTHCARE SYSTEM THAT ADDRESSES ALL PATIENTS' BASIC RESOURCE NEEDS AS A STANDARD PART OF QUALITY CARE. HEALTH LEADS' MISSION IS TO CATALYZE THIS HEALTHCARE SYSTEM BY CONNECTING PATIENTS WITH THE BASIC RESOURCES THEY NEED TO BE HEALTHY, AND IN DOING SO, BUILD LEADERS WITH THE CONVICTION AND ABILITY TO CHAMPION QUALITY CARE FOR ALL PATIENTS. 13 12 85 894 0 0 6331852 3379524 706384 870308 89156 35844 0 5787 7127392 4291463 0 0 0 0 4647123 6112310 0 0 1134114 1804535 2435471 6451658 8547781 675734 -4256318 13946092 9571137 213994 202553 13732098 9368584 X HEALTH LEADS ENVISIONS A HEALTHCARE SYSTEM THAT ADDRESSES ALL PATIENTS' BASIC RESOURCE NEEDS AS A STANDARD PART OF QUALITY CARE. HEALTH LEADS' MISSION IS TO CATALYZE THIS HEALTHCARE SYSTEM BY CONNECTING PATIENTS WITH THE BASIC RESOURCES THEY NEED TO BE HEALTHY, AND IN DOING SO, BUILD LEADERS WITH THE CONVICTION AND ABILITY TO CHAMPION QUALITY CARE FOR ALL PATIENTS. 0 0 6261089 870308 IN CLINICS WHERE HEALTH LEADS OPERATES, PHYSICIANS CAN "PRESCRIBE" FOOD, HOUSING, OR OTHER CRITICAL RESOURCES - JUST AS THEY WOULD MEDICATION. PATIENTS TAKE THEIR PRESCRIPTIONS TO THE CLINIC WAITING ROOM, WHERE HEALTH LEADS' RIGOROUSLY TRAINED COLLEGE VOLUNTEERS CONNECT THEM TO THESE RESOURCES. DURING THE 2012 TAX YEAR, HEALTH LEADS' CORPS OF 894 VOLUNTEERS ASSISTED 42,909 CHILDREN AND ADULTS WITH ACCESSING THE RESOURCES THEY NEED TO BE HEALTHY, IN BOSTON, PROVIDENCE, NEW YORK, BALTIMORE, WASHINGTON, D.C., AND CHICAGO. 6261089 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 68 0 1 85 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA NY RI IL MD DC X X VICTORIA JALAL 6178618024 2 OLIVER STREET 10TH FLOOR BOSTON MA 02109 REBECCA ONIE 40.00 X X 123993 0 31662 MICHAEL BLAU 1.50 X X 0 0 0 GARY COHEN 0.50 X 0 0 0 SUSAN DONAHUE 0.50 X X 0 0 0 MARK EDWARDS 0.50 X 0 0 0 ELIZA GREENBERG 0.50 X 0 0 0 JUDITH KURLAND 0.50 X 0 0 0 SARAH LUKAS 2.00 X X 0 0 0 JOHN MANDILE 0.50 X X 0 0 0 LAURA SAMBERG 0.50 X 0 0 0 LARRY COHEN 0.50 X 0 0 0 HOWARD A SILVERSTEIN 0.50 X 0 0 0 AFIA ASAMOAH 0.50 X 0 0 0 SARAH DITROIA 40.00 X 188292 0 41288 CHUCK GORDAN 40.00 X 219650 0 49370 ALEXANDRA QUINN 40.00 X 148013 0 35130 SUSAN DALELIO 40.00 X 142818 0 33280 BRIAN P HERMANSPAN 40.00 X 148088 0 39955 VICTORIA JALAL 40.00 X 113167 0 32239 1084021 0 262924 12 0 1 1 DIGI INTERNATIONAL INC 411 WAVERLEY OAKS ROAD WALTHAM MA 02452 SOFTWARE DEVELOPMENT 391215 1 25185 3354339 3379524 PROGRAM REVENUE 900099 870308 870308 870308 35844 35844 25815 25185 20028 5787 5787 4291463 870308 0 41631 654143 237392 110401 306350 4543425 3411726 633039 498660 112510 84135 16577 11798 384817 315863 47861 21093 417415 292191 62612 62612 31770 31770 567570 471507 56533 39530 5367 5367 219483 125421 56433 37629 249703 182546 39998 27159 221763 154589 35933 31241 472558 404046 1267 67245 219833 185287 27584 6962 88388 83982 4406 13658 13658 STIPENDS 240239 240239 RECRUITING 35864 35864 BANK FEES 18108 4054 14054 MISCELLANEOUS 17101 15185 1110 806 34066 15749 9342 8975 8547781 6261089 1152578 1134114 1274557 728296 2517029 1018049 9436213 5210611 24840 13180 521295 127781 78675 393514 512521 2176221 102257 31266 13946092 9571137 189174 202553 24820 213994 202553 X 1578178 2328128 12153920 7040456 13732098 9368584 13946092 9571137 -4256318 -107196 0 X X 0 1 X 1 0 X 4003194 10129886 6942446 6331852 3360126 30767504 4003194 10129886 6942446 6331852 3360126 30767504 10374887 20392617 1194 1896 20122 89156 35844 148212 843 -5751 -4908 30910808 1576692 0.65970 0.64980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 521295 127781 393514 393514 X 6580012 -107196 2375717 20028 2288549 4291463 0 4291463 10943526 2375717 20028 2395745 8547781 0 8547781 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: HEALTH LEADS FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD UNDER U.S. GAAP, WHICH REQUIRES HEALTH LEADS TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF AUGUST 31, 2013, HEALTH LEADS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. HEALTH LEADS FILES INFORMATIONAL RETURNS IN THE UNITED STATES (FEDERAL) AND VARIOUS STATE JURISDICTIONS. THESE RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE LAST THREE YEARS. HEALTH LEADS DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES SHOWN NET ON THE STATEMENT OF REVENUE 20,028. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES SHOWN NET ON THE STATEMENT OF REVENUE 20,028. ANNUAL BREAKFAST 51000 25185 25815 20028 51000 25185 25815 20028 20028 5787 X X X 0 0 0 0 0 0 0 0 0 REBECCA ONIE 123993 0 0 0 0 0 4130 0 27532 0 155655 0 0 0 SARAH DITROIA 188292 0 0 0 0 0 5385 0 35903 0 229580 0 0 0 CHUCK GORDAN 219650 0 0 0 0 0 6440 0 42930 0 269020 0 0 0 ALEXANDRA QUINN 148013 0 0 0 0 0 4582 0 30548 0 183143 0 0 0 SUSAN DALELIO 142818 0 0 0 0 0 4341 0 28939 0 176098 0 0 0 BRIAN P HERMANSPAN 148088 0 0 0 0 0 5211 0 34744 0 188043 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FEDERAL FORM 990 IS REVIEWED BY MANAGEMENT, THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE, AND THEN REVIEWED AND APPROVED BY THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED AT LEAST ONCE PER YEAR TO DISCLOSE ANY CONFLICTS OF INTEREST AT A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COMPENSATION COMMITTEE RESEARCHED MARKET SALARIES FOR THE EXECUTIVE TEAM. COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR WAS PROPOSED BY THE BOARD CHAIR AND APPROVED BY THE BOARD COMPENSATION COMMITTEE AND DOCUMENTED IN COMMITTEE MINUTES. COMPARATIVE SALARY STUDIES WERE PERFORMED FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 PROVIDED UPON REQUEST FORM 990, PART XI, LINE 2C HEALTH LEADS HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.