HARVARD PILGRIM HEALTH CARE FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HARVARD PILGRIM HEALTH CARE FOUNDATION INC (EIN 04-2708004)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201413189349305046
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T13:16:03-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042708004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD PILGRIM HEALTH CARE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BETH CREAVIN | InCareOfNm |
| Business Name Control | HARV | BusinessNameControlTxt |
| Phone | 7812636000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 024819181 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE CLAYMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7812636000 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GWEN SPENCER | PreparerPersonNm |
| PTIN | P00641463 | PTIN |
| Phone | 7812636000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC H SCHULTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER ST | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 024819181 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,991,251 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HARVARDPILGRIM.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $573,172 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,788,491 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,540 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $236,746 | PYInvestmentIncomeAmt |
| CY Investment Income | $202,760 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $816,458 | PYTotalRevenueAmt |
| CY Total Revenue | $1,991,251 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,888,015 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,794,826 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,202,848 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,265,587 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,133,958 | PYOtherExpensesAmt |
| CY Other Expenses | $1,001,425 | CYOtherExpensesAmt |
| PY Total Expenses | $6,224,821 | PYTotalExpensesAmt |
| CY Total Expenses | $6,061,838 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,408,363 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,070,587 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,124,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,010,537 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,532,740 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,883,979 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,591,515 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,126,558 | 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 | $5,859,622 | ExpenseAmt |
| Grant | $3,794,826 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. OPERATES EXCLUSIVELY IN CONNECTION WITH HARVARD PILGRIM HEALTH CARE, INC. IN 2013, THE HARVARD PILGRIM HEALTH CARE FOUNDATION SUPPORTED HEALTH AND WELLNESS INITIATIVES IN CONNECTION WITH A NUMBER OF COMMUNITY ORGANIZATIONS, SUPPORTED A NUMBER OF NON-PROFIT ORGANIZATIONS THROUGH ITS EMPLOYEE MINI-GRANT AND COMMUNITY SERVICE PROGRAMS AND PROVIDED HEALTH CARE PROVIDERS WITH CULTURAL COMPETENCY TRAINING. | Desc |
| Total Program Service Expenses | $5,859,622 | 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 | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | 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 | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | 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 | BETH CREAVIN | PersonNm |
| Phone | 6175095692 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 024819181 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ERIC H SCHULTZ | |||||||||
| PRESIDENT/CHAIR (AS OF 6/13) | 5.0 | 45.0 | Yes (X) | Yes (X) | $0 | $1,879,386 | $302,393 | ||
| LAURA S PEABODY | |||||||||
| PRESIDENT/CHAIR (UNTIL 6/13) | 5.0 | 45.0 | Yes (X) | Yes (X) | $0 | $609,715 | $35,682 | ||
| RUTH ELLEN FITCH | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELINOR GOLDBERG LSW | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA KRAFT | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SHARON MCCARTHY | |||||||||
| DIRECTOR (UNTIL 6/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH F O'DONNELL md | |||||||||
| DIRECTOR | 2.0 | 3.0 | Yes (X) | $0 | $35,150 | $0 | |||
| PATRICIA A WALRATH | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN COHEN | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARIANNE E FELICE MD | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CARTER FRIEND | |||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HEIDI BROOKS | |||||||||
| DIRECTOR (AS OF 3/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | ||||
| CHARLES DEUTSCHE | |||||||||
| DIRECTOR (AS OF 11/13) | 2.0 | 0.0 | Yes (X) | $0 | $0 | ||||
| MICHELLE J CLAYMAN | |||||||||
| TREASURER | 5.0 | 45.0 | Yes (X) | $0 | $289,073 | $45,342 | |||
| SUZANNE M FINN | |||||||||
| CLERK | 5.0 | 45.0 | Yes (X) | $0 | $133,165 | $35,248 | |||
| KAREN VOCI | |||||||||
| EXECUTIVE DIRECTOR | 40.0 | 0.0 | $0 | $201,494 | $35,633 | Yes (X) | |||
| THOMAS F MALONEY | |||||||||
| FORMER CLERK | 5.0 | 45.0 | $0 | $245,057 | $47,440 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,393,040 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $501,738 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 | SEE SCHEDULE O | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,781,384 | RelatedOrganizationsAmt |
| All Other Contributions | $7,107 | AllOtherContributionsAmt |
| Total Contributions | $1,788,491 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,760 | TotalRevenueColumnAmt |
| Exclusion | $202,760 | 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 |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | $1,991,251 | TotalRevenueColumnAmt |
| Exclusion | $202,760 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,794,826 | TotalAmt |
| Program Services | $3,794,826 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,127 | TotalAmt |
| Program Services | $189,702 | ProgramServicesAmt |
| Management And General | $47,425 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,915 | TotalAmt |
| Program Services | $760,709 | ProgramServicesAmt |
| Management And General | $28,206 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,545 | TotalAmt |
| Program Services | $227,637 | ProgramServicesAmt |
| Management And General | $11,908 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,283 | TotalAmt |
| Program Services | $200,283 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,815 | TotalAmt |
| Program Services | $25,505 | ProgramServicesAmt |
| Management And General | $310 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,151 | TotalAmt |
| Program Services | $80,230 | ProgramServicesAmt |
| Management And General | $3,921 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,680 | TotalAmt |
| Program Services | $48,680 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,505 | TotalAmt |
| Program Services | $19,505 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEMBERSHIP FEES & DUES | $5,029 | $4,023 | $1,006 |
| Business expenses | $2,816 | $2,253 | $563 |
| Management services expense | $533,469 | $426,775 | $106,694 |
| Volunteer event expense | $70,755 | $70,755 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,922 | TotalAmt |
| Program Services | $8,739 | ProgramServicesAmt |
| Management And General | $2,183 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,061,838 | TotalAmt |
| Program Services | $5,859,622 | ProgramServicesAmt |
| Management And General | $202,216 | 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 | $307,871 | BOYAmt |
| EOY | $666,861 | 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 | $0 | 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 | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,750,816 | BOYAmt |
| EOY | $6,292,234 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $65,568 | BOYAmt |
| EOY | $51,442 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,124,255 | BOYAmt |
| EOY | $7,010,537 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,057 | BOYAmt |
| EOY | $43,255 | 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 | $1,327,683 | BOYAmt |
| EOY | $2,840,724 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,532,740 | BOYAmt |
| EOY | $2,883,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,591,515 | BOYAmt |
| EOY | $4,126,558 | 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 | $8,591,515 | BOYAmt |
| EOY | $4,126,558 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,124,255 | BOYAmt |
| EOY | $7,010,537 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,070,587 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$394,370 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD PILGRIM HEALTH CARE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042452600 | EIN |
| Organization Type | 0 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
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 HPHC, INC. | Desc |
| Amt | $2,840,724 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,840,724 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THIS IS THE FIN 48 FOOTNOTE FROM HARVARD PILGRIM HEALTH CARE, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. HPHC, INC., NEW ENGLAND, AND THE FOUNDATION ARE TAX-EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE SERVICE REGULATIONS. THE INSTITUTE HAS NO TAX STATUS AND THEREFORE FOLLOWS THE TAX EXEMPT STATUS OF HPHC, INC., AS ITS SOLE MEMBER. THE AGENCY, THE INSURANCE COMPANY, HOLDINGS, AND HPI ARE TAXABLE ENTITIES. AMOUNTS PROVIDED FOR FEDERAL, AND STATE INCOME TAXES RELATED TO THE TAXABLE ENTITIES HAVE BEEN CLASSIFIED AS OPERATING EXPENSES BECAUSE THEY ARE IMMATERIAL. IN ADDITION, THE AGENCY, INSURANCE COMPANY, HOLDINGS, AND HPI HAVE IMMATERIAL CURRENT AND DEFERRED TAX ASSETS AND LIABILITIES RELATED TO TEMPORARY DIFFERENCES BETWEEN THE TAX AND FINANCIAL STATEMENT BASIS OF ASSETS AND LIABILITIES. HARVARD PILGRIM DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2013 AND 2012. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (82 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| ADVOCATES | ||||||||||
| 1 CLARK HILLL STE 305 | FRAMINGHAM | MA | 01702 | 237451423 | 501(C)(3) | $10,000 | N/A | N/A | FUNDRAISING EVENT | |
| ALZHEIMER'S ASSOCIATION | ||||||||||
| 480 PLEASANT ST | WATERTOWN | MA | 02472 | 042731194 | 501(C)(3) | $5,250 | N/A | N/A | MINI-GRANTS | |
| AMERICAN CANCER SOCIETY | ||||||||||
| 44 BEARFOOT RD | NORTHBOROUGH | MA | 01532 | 050271570 | 501(C)(3) | $5,500 | N/A | N/A | MINI-GRANTS | |
| AMERICAN HEART ASSOCIATION | ||||||||||
| 1 UNION STREET | ROBBINSVILLE | NJ | 08691 | 135613797 | 501(C)(3) | $183,250 | N/A | N/A | EVENT SPONSORSHIP | |
| AMERICAN RED CROSS OF EASTERN MASSACHUSETTS | ||||||||||
| 139 MAIN ST | CAMBRIDGE | MA | 021421530 | 530196605 | 501(C)(3) | $10,000 | N/A | N/A | LEADERSHIP BREAKFAST | |
| ASIAN AMERICAN CIVIC ASSOCIATION | ||||||||||
| 87 TYLER STREET 5TH FL | BOSTON | MA | 02111 | 042476258 | 501(C)(3) | $35,000 | N/A | N/A | COMMUNITY PARTNERSHIP | |
| BETH ISREAL DEACONESS HOSPITAL NEEDHAM | ||||||||||
| 148 CHESTNUT ST | NEEDHAM | MA | 02492 | 043229679 | 501(C)(3) | $7,500 | N/A | N/A | EVENT SPONSORSHIP | |
| BIG SISTER ASSOCIATION OF GREATER BOSTON | ||||||||||
| 161 MASSACHUSETTS AVE | BOSTON | MA | 02115 | 042150651 | 501(C)(3) | $11,250 | N/A | N/A | MENTORSHIP PROGRAM | |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC | ||||||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | 043160480 | 501(C)(3) | $7,500 | N/A | N/A | EVENT SPONSORSHIP | |
| BOSTON MEDICAL CENTER | ||||||||||
| 801 MASSACHUSETTS AVE | BOSTON | MA | 02118 | 043314093 | 501(C)(3) | $25,000 | N/A | N/A | EVENT SPONSORSHIP | |
| BOSTON PUBLIC SCHOOLS | ||||||||||
| 370 COLUMBIA RD | DORCHESTER | MA | 021252433 | 046021380 | 501(C)(3) | $94,236 | N/A | N/A | GROWING UP HEALTHY | |
| BOSTON SYMPHONY ORCHESTRA | ||||||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 021154511 | 042103550 | 501(C)(3) | $15,000 | N/A | N/A | CHRISTMAS AT THE POPS | |
| BOY SCOUTS OF AMERICA | ||||||||||
| 2438 WASHINGTON ST | CANTON | MA | 02021 | 046040237 | 501(C)(3) | $5,500 | N/A | N/A | LEADERSHIP PROGRAMS | |
| BOY SCOUTS OF AMERICA | ||||||||||
| 19 HARVARD ST | WORCESTER | MA | 01609 | 042105867 | 501(C)(3) | $11,800 | N/A | N/A | SPONSORSHIP | |
| BOYS AND GIRLS CLUB OF BOSTON | ||||||||||
| 50 CONGRESS ST | BOSTON | MA | 02109 | 042103922 | 501(C)(3) | $93,800 | N/A | N/A | DINNER SPONSORSHIP | |
| BRANDEIS UNIVERSITY | ||||||||||
| 415 SOUTH STREET MS035 | WALTHAM | MA | 02454 | 042103552 | 501(C)(3) | $25,000 | N/A | N/A | HEALTHCARE GRANT | |
| CENTRAL MAINE MEDICAL CENTER | ||||||||||
| 300 MAIN STREET | LEWISTON | ME | 04240 | 010211494 | 501(C)(3) | $10,000 | N/A | N/A | EVENT SPONSORSHIP | |
| CHILDRENS MUSEUM OF NH | ||||||||||
| 6 WASHINGTON ST | DOVER | NH | 03820 | 020363746 | 501(C)(3) | $5,500 | N/A | N/A | DONATION | |
| CITY YEAR INC | ||||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | 222882549 | 501(C)(3) | $7,500 | N/A | N/A | EVENT SPONSORSHIP | |
| COLLEGE BOUND DORCHESTER | ||||||||||
| 18 SAMOSET STREET | DORCHESTER | MA | 02124 | 042383512 | 501(C)(3) | $6,250 | N/A | N/A | EVENT SPONSORSHIP | |
| CRADLES TO CRAYONS INC | ||||||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 01239 | 043584367 | 501(C)(3) | $12,500 | N/A | N/A | SERVICE GRANT | |
| DIMOCK CENTER | ||||||||||
| 55 DIMOCK STREET | ROXBURY | MA | 02119 | 043487835 | 501(C)(3) | $26,000 | N/A | N/A | EVENT SPONSORSHIP | |
| FITCHBURG PUBLIC SCHOOLS | ||||||||||
| 376 SOUTH ST | FITCHBURG | MA | 01420 | 046001388 | 115 | $10,000 | N/A | N/A | GRANTS PROGRAM | |
| GIRL SCOUTS OF CENTRAL AND WESTERN MASS | ||||||||||
| 40 HARKNESS AVE | EAST LONGMEADOW | MA | 01028 | 042103856 | 501(C)(3) | $6,250 | N/A | N/A | SPONSORSHIP | |
| GREATER BOSTON CHAMBER OF COMMERCE | ||||||||||
| 265 FRANKLIN ST | BOSTON | MA | 021103113 | 041103090 | 501(C)(6) | $13,000 | N/A | N/A | EVENT SPONSORSHIP | |
| GREATER MANCHESTER CHAMBER OF COMMERCE | ||||||||||
| 54 HANOVER ST | MANCHESTER | NH | 03101 | 020161920 | 501(C)(6) | $7,500 | N/A | N/A | SPONSORSHIP | |
| GREATER WORCESTER COMMUNITY FOUNDATION | ||||||||||
| 370 MAIN ST STE 650 | WORCESTER | MA | 01608 | 042572276 | 501(C)(3) | $150,000 | N/A | N/A | COMMUNITY PROJECTS | |
| INSTITUTE OF CONTEMPORARY ART | ||||||||||
| 100 NORTHERN AVE | BOSTON | MA | 02210 | 042104327 | 501(C)(3) | $7,500 | N/A | N/A | MEMBERSHIP | |
| INTERNATIONAL MENTAL HEALTH RESEARCH ORG | ||||||||||
| PO BOX 680 | RUTHERFORD | CA | 94573 | 680359707 | 501(C)(3) | $10,000 | N/A | N/A | MENTAL HEALTH | |
| LAWRENCE FAMILY DVLPMT & EDUC FUND | ||||||||||
| 34 WEST ST | LAWRENCE | MA | 01840 | 043177142 | 501(C)(3) | $10,000 | N/A | N/A | GRANTS PROGRAM | |
| LAWRENCE PUBLIC SCHOOLS | ||||||||||
| 255 ESSEX ST | LAWRENCE | MA | 01840 | 046011394 | 115 | $10,000 | N/A | N/A | GRANTS PROGRAM | |
| LIFE IS GOOD INC | ||||||||||
| 15 HUDSON DR | HUDSON | NH | 03051 | 043394786 | $35,000 | N/A | N/A | EVENT SPONSORSHIP | ||
| MAINE HEALTH | ||||||||||
| 110 FREE STREET | PORTLAND | ME | 04101 | 010431680 | 501(C)(3) | $500,000 | N/A | N/A | HEALTH CARE PROJECT | |
| MAINE MEDICAL CENTER | ||||||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | 010238552 | 501(C)(3) | $20,000 | N/A | N/A | NUTRITION PROGRAM | |
| MAINE QUALITY COUNTS | ||||||||||
| PO BOX 190 | MANCHESTER | ME | 04351 | 204935972 | 501(C)(3) | $20,000 | N/A | N/A | CONF. SPONSORSHIP | |
| MAINE STATE CHAMBER OF COMMERCE | ||||||||||
| 125 COMMUNITY DR | AUGUSTA | ME | 043308010 | 010021545 | 501(C)(6) | $6,100 | N/A | N/A | EVENT SPONSORSHIP | |
| MARCH OF DIMES | ||||||||||
| 112 TURNPIKE RD | WESTBORO | MA | 01581 | 131846366 | 501(C)(3) | $21,000 | N/A | N/A | EVENT SPONSORSHIP | |
| MASS INSIGHT CORPORATION | ||||||||||
| 18 TREMONT ST | BOSTON | MA | 02108 | 043369687 | 501(C)(3) | $10,000 | N/A | N/A | CONSUMER ENGAGEMENT | |
| MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH INC | ||||||||||
| 130 BOWDOIN ST | BOSTON | MA | 02108 | 042104711 | 501(C)(3) | $35,000 | N/A | N/A | EVENT SPONSORSHIP | |
| MASSACHUSETTS ASSOCIATION OF HEALTH PLANS | ||||||||||
| 40 COURT STREET SUITE 550 | BOSTON | MA | 02106 | 222518016 | 501(C)(3) | $5,550 | N/A | N/A | CONF. SPONSORSHIP | |
| MASSACHUSETTS HEALTH COUNCIL INC | ||||||||||
| 200 RESEVIOR ST | NEEDHAM | MA | 02494 | 042296739 | 501(C)(3) | $20,000 | N/A | N/A | DINNER SPONSORSHIP | |
| MASSACHUSETTS WOMEN'S POLITICAL CAUCUS | ||||||||||
| 98 HAMILTON PLACE | BOSTON | MA | 021084715 | 042738443 | 501(C)(3) | $20,000 | N/A | N/A | AWARD SPONSORSHIP | |
| MEDICINE WHEEL PRODUCTIONS | ||||||||||
| 110 K STREET | SOUTH BOSTON | MA | 02127 | 043502628 | 501(C)(3) | $15,750 | N/A | N/A | EVENT SPONSORSHIP | |
| NEW ENGLAND COUNCIL INC | ||||||||||
| 98 N WASHINGTON ST | BOSTON | MA | 021141913 | 041661090 | 501(C)(3) | $39,246 | Other | SUPPLIES | EVENT SPONSORSHIP | $8,612 |
| MUSEUM OF SCIENCE | ||||||||||
| SCIENCE PARK | BOSTON | MA | 021141099 | 042103916 | 501(C)(3) | $280,000 | N/A | N/A | PREMIER PARTNERSHIP | |
| NEW BEDFORD PUBLIC SCHOOLS | ||||||||||
| 455 COUNTY STREET | NEW BEDFORD | MA | 02740 | 046001402 | 115 | $10,000 | N/A | N/A | SCHOOL PROGRAM | |
| NEW ENGLAND BAPTIST HOSPITAL | ||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 042103612 | 501(C)(3) | $15,000 | N/A | N/A | SPONSORSHIP | |
| NEW ENGLAND HEALTHCARE INSTITUTE | ||||||||||
| ONE BROADWAY I | CAMBRIDGE | MA | 02142 | 010624865 | 501(C)(3) | $25,000 | N/A | N/A | HEALTH AWARDS | |
| ONE FUND BOSTON INC | ||||||||||
| 800 BOYLSTON ST 990009 | BOSTON | MA | 02199 | 462547157 | 501(C)(3) | $100,000 | N/A | N/A | BOSTON STRONG FUND | |
| PARTNERSHIP INC | ||||||||||
| 155 SEAPORT BLVD | BOTON | MA | 022102600 | 428799910 | 501(C)(3) | $10,000 | N/A | N/A | INCLUSION EVENT | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | 042103616 | 501(C)(3) | $20,000 | N/A | N/A | EVENT SPONSORSHIP | |
| PORTLAND REGIONAL CHAMBER OF COMMERCE | ||||||||||
| 443 CONGRESS ST | PORTLAND | ME | 04101 | 010043280 | 501(C)(6) | $10,000 | N/A | N/A | SPONSORSHIP | |
| REGIS COLLEGE | ||||||||||
| 235 WELLESLEY ST | WESTON | MA | 024931571 | 042104451 | 501(C)(3) | $15,000 | N/A | N/A | LECTURE SERIES | |
| RELIANT MEDICAL GROUP FOUNDATION | ||||||||||
| 100 FRONT ST 14 FLR | WORCESTER | MA | 01608 | 222912515 | 501(C)(3) | $10,000 | N/A | N/A | EVENT SPONSORSHIP | |
| RIVERSIDE COMMUNITY CARE | ||||||||||
| 450 WASHINGTON ST STE 201 | DEDHAM | MA | 02026 | 043097170 | 501(C)(3) | $15,500 | N/A | N/A | EVENT SPONSORSHIP | |
| RON BURTON TRAINING VILLAGE | ||||||||||
| 222 FORBES RD | BRAINTREE | MA | 02184 | 222570218 | 501(C)(3) | $6,250 | N/A | N/A | AWARD | |
| ROSIE'S PLACE | ||||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | 042582187 | 501(C)(3) | $10,500 | N/A | N/A | BENEFIT LUNCHEON | |
| SAHELI BOSTON | ||||||||||
| PO BOX 1345 | BURLINGTON | MA | 01803 | 030547972 | 501(C)(3) | $35,000 | N/A | N/A | COMMUNITY PARTNERSHIP | |
| SAINT ANSELM COLLEGE | ||||||||||
| 100 SAINT ANSELM DR | MANCHESTER | NH | 03102 | 020222182 | 501(C)(3) | $16,000 | N/A | N/A | SCHOLARSHIP PLEDGE | |
| SCHWARTZ CTR FOR COMPASSIONATE HEALTHCARE | ||||||||||
| 205 PORTLAND ST | BOSTON | MA | 02114 | 041564655 | 501(C)(3) | $52,000 | N/A | N/A | EVENT SPONSORSHIP | |
| SOUTH SHORE HOSPITAL INC | ||||||||||
| 55 FOGG ROAD | WEYMOUTH | MA | 02190 | 042769210 | 501(C)(3) | $5,500 | N/A | N/A | EVENT SPONSORSHIP | |
| SPRINGFIELD PUBLIC SCHOOLS | ||||||||||
| 49 CADWELL DR | SPRINGFIELD | MA | 01104 | 046001415 | 501(C)(3) | $10,000 | N/A | N/A | GRANTS PROGRAM | |
| TEWKSBURY PUBLIC SCHOOLS | ||||||||||
| 139 PLEASANT ST | TEWKSBURY | MA | 01876 | 046001322 | 501(C)(3) | $10,000 | N/A | N/A | GRANTS PROGRAM | |
| TUFTS MEDICAL CENTER INC | ||||||||||
| 800 WASHINGTON ST | BOSTON | MA | 02111 | 043400617 | 501(C)(3) | $15,000 | N/A | N/A | EVENT SPONSORSHIP | |
| TUFTS UNIVERSITY | ||||||||||
| 150 HARRISON AVE | BOSTON | MA | 02111 | 042103634 | 501(C)(3) | $500,000 | N/A | N/A | SCHOOL PROGRAMS | |
| UMASS MEDICAL SCHOOL | ||||||||||
| 333 SOUTH ST | SHREWSBURY | MA | 01545 | 043358564 | 501(C)(3) | $7,500 | N/A | N/A | EVENT SPONSORSHIP | |
| UNICEF | ||||||||||
| 420 BOYLSTON ST | BOSTON | MA | 02116 | 131760110 | 501(C)(3) | $25,000 | N/A | N/A | AWARD SPONSORSHIP | |
| UNITED WAY OF MASS BAY AND MERRIMACK VALLEY | ||||||||||
| PO BOX 51381 | BOSTON | MA | 022051381 | 042382233 | 501(C)(3) | $10,000 | N/A | N/A | LEADERSHIP EVENT | |
| UNIVERSITY OF MASSACHUSETTS BOSTON | ||||||||||
| 151 PRESIDENTS DRIVE | AMHERST | MA | 01003 | 043167352 | 501(C)(3) | $25,000 | N/A | N/A | EVENT SPONSORSHIP | |
| WALTHAM PUBLIC SCHOOLS | ||||||||||
| 617 LEXINGTON ST | WALTHAM | MA | 02452 | 046001416 | 115 | $10,000 | N/A | N/A | GRANTS PROGRAM | |
| WEST END HOUSE BOYS & GIRLS CLUB | ||||||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | 042105825 | 501(C)(3) | $5,500 | N/A | N/A | EVENT SPONSORSHIP | |
| WITTIER STREET HEALTH CENTER | ||||||||||
| 1290 TREMONT STREET | BOSTON | MA | 021203432 | 042619517 | 501(C)(3) | $6,000 | N/A | N/A | EVENT SPONSORSHIP | |
| WILLIAM SEACH ELEMENTARY SCHOOL | ||||||||||
| 1 WILDCAT WAT | SOUTH WEYMOUTH | MA | 02190 | 046001363 | 115 | $10,000 | N/A | N/A | GRANTS PROGRAM | |
| WORCESTER ART MUSEUM | ||||||||||
| 55 SALISBURY ST | WORCESTER | MA | 01609 | 041988530 | 501(C)(3) | $10,000 | N/A | N/A | EXHIBIT SPONSORSHIP | |
| WORCESTER COUNTY FOOD BANK | ||||||||||
| 474 BOSTON TPKE RD | SHREWSBURY | MA | 01545 | 043071457 | 501(C)(3) | $8,247 | N/A | N/A | FOOD DRIVE | |
| WORCESTER DIVISION OF PUBLIC SCHOOLS | ||||||||||
| 25 MEADE ST | WORCESTER | MA | 01610 | 046001418 | 115 | $10,000 | N/A | N/A | GRANTS PROGRAM | |
| WORCESTER PUBLIC LIBRARY FOUNDATION | ||||||||||
| 455 MAIN ST | WORCESTER | MA | 01608 | 200066770 | 501(C)(3) | $36,200 | N/A | N/A | LIBRARY INITIATIVE | |
| WORCESTER REGIONAL CHAMBER OF COMMERCE | ||||||||||
| 446 MAIN STREET | WORCESTER | MA | 01608 | 041988780 | 501(C)(6) | $8,950 | N/A | N/A | SPONSORSHIP | |
| WORKSITE WELLNESS COUNCIL OF MA | ||||||||||
| PO BOX 270 | DEDHAM | MA | 02027 | 452697521 | 501(C)(3) | $20,000 | N/A | N/A | GOLD LEVEL SPONSOR | |
| YMCA OF GREATER BOSTON | ||||||||||
| 140 CLARENDON ST STE 403 | BOSTON | MA | 02116 | 042103548 | 501(C)(3) | $5,500 | N/A | N/A | EVENT SPONSORSHIP | |
| YOUTH OPPORTUNITIES UPHELD INC | ||||||||||
| 81 PLANTATION ST | WORCESTER | MA | 01604 | 237112665 | 501(C)(3) | $10,000 | N/A | N/A | EVENT SPONSORSHIP | |
| BOSTON POLICE PATROLMANS ASSOCIATION INC | ||||||||||
| 9-11 SHETLAND STREET | BOSTON | MA | 02119 | 046141788 | 501(c)(5) | $10,000 | N/A | N/A | CENTURION MAGAZINE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 75 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | MINIGRANTS OF $500 EACH ARE APPROVED BY AN APPOINTED COMMITTEE BEFORE THEY ARE ISSUED. MINI GRANTS OF $500 EACH ARE RECOMMENDED BY EMPLOYEES WHO FILL OUT A DETAILED APPLICATION REGARDING PURPOSE OF FUNDS, AND MUST PROVE THAT FUNDS WILL GO TO A LEGAL, NOT-FOR-PROFIT ORGANIZATION, WHERE THE EMPLOYEE LIVES OR WHERE HPHC DOES BUSINESS. FOUNDATION STAFF REVIEWS THESE APPLICATIONS FOR ACCURACY OF PURPOSE AND LEGITIMACY OF THE ORGANIZATION. FOUNDATION STAFF RECOMMENDATIONS ARE REVIEWED BY A NON-STAFF APPOINTED COMMITTEE. REPORTS ON THESE GRANTS ARE COLLECTED FROM A SAMPLE OF THESE ORGANIZATIONS. FOUNDATION'S INTERNAL MANAGEMENT REPORTS A SUMMARY OF THIS INFORMATION TO THE FOUNDATION'S BOARD. OTHER MORE SIGNIFICANT COMMUNITY GRANTS REQUIRE A CONCEPT PROPOSAL TO BE SUBMITTED AND APPROVED BY AN APPOINTED COMMITTEE. ONCE THE GRANTS ARE APPROVED, THE FOUNDATION EMPLOYEES PERFORM SITE VISITS AND REGULAR EVALUATIONS OF THE GRANTS. IN ADDITION, THE FOUNDATION HIRES AN INDEPENDENT EVALUATION GROUP TO REVIEW GRANT RESULTS. ADDITIONALLY, FORMAL FISCAL REPORTING OF ALL GRANTS IS PERFORMED AND REVIEWED BY EMPLOYEES OF THE FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC H SCHULTZ | ||||||||||||||
| PRESIDENT/CHAIR (AS OF 6/13) | $0 | $844,331 | $0 | $448,408 | $0 | $586,647 | $0 | $275,400 | $0 | $26,993 | $0 | $2,181,779 | $0 | $566,525 |
| LAURA S PEABODY | ||||||||||||||
| PRESIDENT/CHAIR (UNTIL 6/13) | $0 | $218,160 | $0 | $157,001 | $0 | $234,554 | $0 | $20,400 | $0 | $15,282 | $0 | $645,397 | $0 | $196,493 |
| MICHELLE J CLAYMAN | ||||||||||||||
| TREASURER | $0 | $233,125 | $0 | $51,413 | $0 | $4,535 | $0 | $17,203 | $0 | $28,139 | $0 | $334,415 | $0 | $0 |
| SUZANNE M FINN | ||||||||||||||
| CLERK | $0 | $129,665 | $3,242 | $258 | $0 | $10,860 | $0 | $24,388 | $0 | $168,413 | $0 | $0 | ||
| KAREN VOCI | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $171,899 | $22,523 | $7,072 | $0 | $14,537 | $0 | $21,096 | $0 | $237,127 | $0 | $0 | ||
| THOMAS F MALONEY | ||||||||||||||
| FORMER CLERK | $0 | $200,140 | $0 | $43,378 | $0 | $1,539 | $0 | $19,672 | $0 | $27,768 | $0 | $292,497 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION RELIED ON HARVARD PILGRIM HEALTH CARE, INC. (HPHC, INC.), A RELATED ORGANIZATION OF THE FOUNDATION, TO ESTABLISH ITS PRESIDENT AND EXECUTIVE DIRECTOR'S COMPENSATION. THE METHODS USED BY HPHC, INC. ARE AS FOLLOWS: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 4B LONG TERM INCENTIVE PLAN HPHC, A RELATED ORGANIZATION TO HARVARD PILGRIM HEALTH CARE FOUNDATION, INC., ADOPTED LONG-TERM INCENTIVE PLANS FOR ITS CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, CHIEF INFORMATION OFFICER, AND CHIEF HUMAN RESOURCES OFFICER FOR FISCAL YEARS 2010-2012 AND FOR 2013-2015. THE PLANS ARE BASED ON A VARIETY OF PERFORMANCE MEASURES AND AMOUNTS ARE EARNED OVER A THREE YEAR PERIOD. SOME OR ALL OF THE DEFERRED COMPENSATION AMOUNTS REPORTED HEREIN FOR THE POTENTIAL EARNINGS UNDER THESE PLANS MAY OR MAY NOT BE PAID TO THE EXECUTIVES BASED ON THE ACTUAL RESULTS OF THE PERFORMANCE MEASURES AS DETERMINED AT THE END OF THE APPLICABLE THREE YEAR PERIOD. THE FOLLOWING INDIVIDUALS WERE PAID THE FOLLOWING AMOUNTS FROM THE 2010-2012 PLAN DURING FY 2013: ERIC H. SCHULTZ - $566,525 LAURA S. PEABODY - $196,493 SCHEDULE J, PART II, COLUMN (F) COMPENSATION REPORTED AS DEFERRED IN PRIOR FORM 990 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER HPHC'S 2013-2015 LONG TERM INCENTIVE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED AND WERE PAID OUT IN CALENDAR YEAR 2013 FOR HPHC'S 2010-2012 LONG TERM INCENTIVE PLAN ARE REPORTED IN COLUMN (B)(III) AND IN COLUMN (F). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1 & PART III, LINE 1 | ORGANIZATION'S MISSION HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. (HPHC FOUNDATION) PROVIDES FINANCIAL ASSISTANCE TO SUPPORT SOCIALLY BENEFICIAL COMMUNITY ACTIVITIES THROUGH THE USE OF GRANTS TO NON-PROFIT ORGANIZATIONS FOR PREVENTION ORIENTED PROGRAMS THAT PROMOTE HEALTH AND WELLNESS WITHIN THE SPHERE OF ONE OR MORE PRIORITY FUNDING AREAS. THE HPHC FOUNDATION ALSO DEVELOPS AND ENGAGES EMPLOYEE SERVICE AND GIVING ACTIVITIES FOR HARVARD PILGRIM HEALTH CARE, INC., AND PROVIDES CULTURAL COMPETENCY FOR HEALTH CARE PROVIDERS IN THE HARVARD PILGRIM SERVICE AREA. PART I, LINE 6: THE FOUNDATION'S VOLUNTEERS INCLUDE UNCOMPENSATED DIRECTORS WHO SERVE ON A VOLUNTARY BASIS. |
| PART VI, LINE 2: | BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVE ON THE BOARDS OF ONE OR MORE FOR PROFIT ORGANIZATIONS RELATED TO THE FOUNDATION: ERIC H. SCHULTZ - PRESIDENT/BOARD CHAIR (AS OF 6/13) MICHELLE CLAYMAN - TREASURER LAURA S. PEABODY - PRESIDENT/BOARD CHAIR (UNTIL 6/13) |
| PART VI, LINE 6: | HARVARD PILGRIM HEALTH CARE, INC. IS THE PARENT AND SOLE MEMBER OF THE FOUNDATION. |
| PART VI, LINE 7A: | HARVARD PILGRIM HEALTH CARE, INC. (HPHC, INC.) IS THE SOLE MEMBER OF THE FOUNDATION. THE HPHC, INC. BOARD OF DIRECTORS AT ITS ANNUAL MEETING RATIFIES THE SLATE OF ELECTED FOUNDATION DIRECTORS WHEN IT ELECTS THE DIRECTORS OF ITS SUBSIDIARIES. ANY VACANCY IN THE FOUNDATION'S BOARD OF DIRECTORS MAY BE FILLED BY THE HPHC, INC. BOARD OF DIRECTORS OR BY THE MAJORITY OF THE FOUNDATION DIRECTORS THEN IN OFFICE. |
| PART VI, LINE 7B: | THE FOUNDATION'S BYLAWS SET FORTH RESERVED POWERS OF THE SOLE MEMBER, HPHC, INC., WHICH INCLUDE THE POWER TO APPROVE CERTAIN ACTIONS, SUCH AS ANY AMENDMENT TO THE FOUNDATION'S ARTICLES OF ORGANIZATION OR BYLAWS; THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE FOUNDATION; AND THE SALE, LEASE, TRANSFER OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS. |
| PART VI, LINE 11B: | ONCE THE FOUNDATION'S FORM 990 IS COMPLETED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ADVISORS, IT IS FIRST REVIEWED BY HARVARD PILGRIM'S INTERNAL MANAGEMENT AND THEN BY HARVARD PILGRIM'S AUDIT COMMITTEE CHAIRPERSON (AN INDEPENDENT MEMBER OF THE BOARD OF DIRECTORS OF HARVARD PILGRIM HEALTH CARE, INC.). THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE HPHC, INC. BOARD OF DIRECTORS AS WELL AS THE FOUNDATION BOARD OF DIRECTORS PRIOR TO THE FORM BEING FILED WITH THE IRS. |
| PART VI, LINE 12C: | THE FOUNDATION'S DIRECTORS, OFFICERS, AND KEY EMPLOYEE ARE SUBJECT TO HARVARD PILGRIM HEALTH CARE'S CODE OF CONDUCT WHICH INCLUDES A CONFLICTS OF INTEREST POLICY. THE CONFLICTS OF INTEREST POLICY REQUIRES DIRECTORS, OFFICERS AND THE KEY EMPLOYEE TO DISCLOSE ON AN ONGOING BASIS THE OCCURRENCE OF ANY SITUATION WHEN THEIR OUTSIDE ACTIVITIES, PERSONAL INTERESTS OR RELATIONSHIPS MIGHT INFLUENCE, OR APPEAR TO INFLUENCE, THEIR ABILITY TO MAKE OBJECTIVE DECISIONS IN THE COURSE OF PERFORMING THEIR JOB RESPONSIBILITIES, ARE PREJUDICIAL TO THE LEGITIMATE INTERESTS OF THE FOUNDATION, OR CAUSE THE USE OF THE FOUNDATION RESOURCES FOR OTHER THAN FOUNDATION PURPOSES. IN ADDITION TO BEING SUBJECT TO THE FOUNDATION'S CONFLICTS OF INTEREST POLICY, THE FOUNDATION'S BOARD OF DIRECTORS ARE ANNUALLY REQUIRED TO COMPLETE AND SIGN A CONFLICTS OF INTEREST FORM, WHICH IS REPORTED TO THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE DISCLOSURE AND REVIEW PROCESS SET FORTH IN THE FOUNDATION'S BYLAWS. IN ADDITION, THE FOUNDATION'S KEY EMPLOYEE MAKES DECISIONS ON BEHALF OF THE ORGANIZATION AND IS IN A POSITION TO INFLUENCE DECISIONS MADE ON BEHALF OF THE FOUNDATION. THE KEY EMPLOYEE IS SURVEYED ON AN ANNUAL BASIS. THE EMPLOYEE MUST COMPLETE AND SIGN A CONFLICTS OF INTEREST DISCLOSURE FORM AND SUBMIT IT TO THE VICE PRESIDENT OF CORPORATE COMPLIANCE PROGRAMS (COMPLIANCE OFFICER). THESE FORMS ARE THEN REVIEWED BY THE COMPLIANCE OFFICER AND THE ASSISTANT GENERAL COUNSEL RESPONSIBLE FOR CORPORATE GOVERNANCE/COMPLIANCE. IF A DISCLOSURE OF A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST IS MADE, THE COMPLIANCE OFFICER AND COUNSEL MAKE A DETERMINATION IF SUCH DISCLOSURE IS MATERIAL AND NEEDS TO BE MANAGED, MITIGATED OR ELIMINATED. AS A GENERAL RULE, CONFLICTS OF INTEREST ARE NOT PERMITTED. HOWEVER, IN CERTAIN AREAS, IF THE CONFLICT IS NOT MATERIAL AND IS PROPERLY AND FULLY DISCLOSED AND IS APPROVED BY THE COMPLIANCE OFFICER, A WAIVER OF THE CONFLICT MAY BE GRANTED AND APPROPRIATE STEPS WILL BE TAKEN TO MITIGATE THE CONFLICT. |
| PART VI, LINE 15: | THE FOUNDATION DOES NOT COMPENSATE ITS PRESIDENT, OFFICERS, AND KEY EMPLOYEE. THE COMPENSATION REPORTED FOR THESE INDIVIDUALS ARE PAID BY HARVARD PILGRIM HEALTH CARE, INC. (HPHC, INC.), A RELATED ORGANIZATION OF THE FOUNDATION. THEREFORE, THEIR COMPENSATION AND BENEFITS ARE DETERMINED BY HPHC, INC. |
| PART VI, LINE 19: | THE FOUNDATION FURNISHES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY TO THE PUBLIC UPON REQUEST. |
| PART VII, SECTION B, LINE 1: | ANY INDEPENDENT CONTRACTORS ARE RETAINED BY THE PARENT COMPANY, HARVARD PILGRIM HEALTH CARE, INC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HPHC Inc | ||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 02481 | 042452600 | HEALTH INSUR | MA | 501(c)(3) | 9 | NA | false |
| HPHC OF NEW ENGLAND INC | ||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 02481 | 042663394 | HEALTH INSUR | MA | 501(c)(4) | HPHC INC | Yes (true) | |
| HPHC OF CONNECTICUT | ||||||||||
| 185 ASYLUM ST 2ND FL | HARTFORD | CT | 06103 | 461681667 | HEALTH INSURA | CT | 501(C)(4) | HPHC Inc | Yes (true) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|
| HARVARD PILGRIM PHYSICIANS ASSOC INC | |||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | PHYSICIAN ORG | MA | HPHC INC | SEE PART VII | Yes (true) | |
| HPHC INSURANCE COMPANY INC | |||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | HEALTH INSURA | MA | HPHC INC | C Corp | Yes (true) | 043149694 |
| HPHC HOLDING COMPANY INC | |||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | HOLDING CO. | MA | HPHC INC | C CORP | Yes (true) | 043306439 |
| PLAN MARKETING INSURANCE AGENCY INC | |||||||||
| 1500 WEST PARK DRIVE SUITE 330 | WESTBOROUGH | MA | 01581 | BROKERAGE | MA | HEALTH PLANS | C CORP | Yes (true) | 042734281 |
| HPHC INSURANCE AGENCY INC | |||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | BROKERAGE | MA | HPHC INC | C CORP | Yes (true) | 043016201 |
| HEALTH PLANS INC | |||||||||
| 1500 WEST PARK DRIVE SUITE 330 | WESTBOROUGH | MA | 01581 | TPA | MA | HPHC INC | C CORP | Yes (true) | 042734278 |
| CARE MANAGEMENT SERVICES INC | |||||||||
| 1500 WEST PARK DRIVE SUITE 330 | WESTBOROUGH | MA | 01581 | ASO SERVICES | MA | HEALTH PLANS | C CORP | Yes (true) | 043438779 |
| 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 | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | 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 | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II | FormAndLineReferenceDesc |
| Explanation | HARVARD PILGRIM HEALTH CARE OF CONNECTICUT WAS INACTIVE DURING 2013. SCHEDULE R, PART IV HARVARD PILGRIM PHYSICIANS ASSOCIATION, INC. IS A NONPROFIT ORGANIZED UNDER THE LAWS OF MASSACHUSETTS. THIS IS AN INACTIVE ORGANIZATION. | ExplanationTxt |
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