HALLMARK HEALTH MEDICAL ASSOCIATES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HALLMARK HEALTH MEDICAL ASSOCIATES INC (EIN 04-3140938)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-07-31
- IRS object ID
- 201302129349300305
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-07-31T09:41:21-00:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043140938 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLMARK HEALTH MEDICAL ASSOCIATES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HALL | NameControl |
| Phone | 7813387721 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 GOVERNORS AVE | AddressLine1 |
| City | MEDFORD | City |
| State | MA | State |
| ZIP Code | 02155 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A NANIA | Name |
| Title | TREASURER | Title |
| Date Signed | 2013-07-30 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES A NANIA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 GOVERNORS AVE | AddressLine1 |
| City | MEDFORD | City |
| State | MA | State |
| ZIP Code | 02155 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18081593 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.hallmarkhealth.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Hallmark Health Medical Associates, Inc. supports the charitable mission of Hallmark Health System, Inc. through the employment of primary care physicians and specialists at practices throughout the Hallmark Health service area in eight local communities including Malden, Medford, Melrose, Revere, Reading, Saugus, Somerville, Stoneham. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 1 | NbrIndependentVotingMembers |
| Total Nbr Employees | 224 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16340975 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18081593 | ProgramServiceRevenueCY |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16340975 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18081593 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14938913 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18105905 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7355407 | OtherExpensePriorYear |
| Other Expenses Current Year | 8710575 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22294320 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26816480 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5953345 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -8734887 | RevenuesLessExpensesCY |
| Total Assets BOY | 7933343 | TotalAssetsBOY |
| Total Assets EOY | 13092569 | TotalAssetsEOY |
| Total Liabilities BOY | 2849798 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9265553 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5083545 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3827016 | NetAssetsOrFundBalancesEOY |
| Mission Description | HALLMARK HEALTH MEDICAL ASSOCIATES, INC. SUPPORTS THE CHARITABLE MISSION OF HALLMARK HEALTH SYSTEM, INC. THROUGH THE EMPLOYMENT OF PRIMARY CARE PHYSICIANS AND SPECIALISTS THROUGHOUT THE HALLMARK HEALTH SERVICE AREA. CURRENTLY, THERE ARE 67 PHYSICIANS OPERATING PRACTICES LOCATED IN EIGHT DIFFERENT COMMUNITIES WITHIN THE HALLMARK HEALTH SERVICE AREA. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 26393271 | Expense |
| Revenue | 18081593 | Revenue |
| Description | THE PURPOSE OF HALLMARK HEALTH MEDICAL ASSOCIATES, INC. IS TO IMPROVE THE QUALITY AND ACCESS TO MEDICAL CARE PROVIDED BY HALLMARK HEALTH SYSTEM, INC. BY ENCOURAGING PHYSICIANS TO PROVIDE NEEDED MEDICAL SERVICES IN THE HOSPITALS SERICE AREA AND BY OTHERWISE SUPPORTING THE NEEDS OF THE MEDICALLY UNDER-SERVED COMMUNITIES. HALLMARK HEALTH MEDICAL ASSOCIATES PROGRAM SERVICE REVENUE REPRESENTS NET FEES BILLED FOR PHYSICIAN SERVICES PROVIDED IN OBSTETRICS, GYNECOLOGY, INTERNAL MEDICINE, SURGERY, ENDOCRINOLOGY, GASTROENTEROLOGY, FAMILY MEDICINE, AND INFECTIOUS DISEASE. | Description |
| Total Program Service Expense | 26393271 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 224 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 1 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES A NANIA TREASURER | NamePerson |
| Telephone Number | 7813387721 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 GOVERNORS AVENUE | AddressLine1 |
| City | MEDFORD | City |
| State | MA | State |
| ZIP Code | 02155 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Bernard J Logan MD | |||||||
| Director | 040.00 | X | 267720 | 24445 | 26220 | ||
| Eleanor Moresco MD | |||||||
| Director | 040.00 | X | 186189 | 0 | 13194 | ||
| William J Doherty MD | |||||||
| Ex-Officer, Director | 001.00 | X | 0 | 375504 | 3272 | ||
| Robert S Cummings | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Michael V Sack | |||||||
| Director | 001.00 | X | 0 | 1074750 | 85260 | ||
| Charles R Whipple Esq | |||||||
| Esq, Director | 001.00 | X | 0 | 273017 | 33781 | ||
| Richard G Kenny | |||||||
| Director | 001.00 | X | 0 | 240731 | 37329 | ||
| John O'Hara | |||||||
| President | 040.00 | 0 | 301692 | 27719 | X | ||
| James A Nania | |||||||
| Treasurer,Chairman,Director | 001.00 | X | 0 | 498715 | 87256 | X | |
| Linda M Petrous | |||||||
| Clerk | 001.00 | 0 | 75216 | 10225 | X | ||
| Enrico Souto MD | |||||||
| Medical Doctor | 040.00 | 348177 | 0 | 5002 | X | ||
| David H Richman MD | |||||||
| Medical Doctor | 040.00 | 299040 | 0 | 30820 | X | ||
| Roy A Epstein MD | |||||||
| Medical Doctor | 040.00 | 293714 | 0 | 21445 | X | ||
| Matthew Y Siu MD | |||||||
| Medical Doctor | 040.00 | 307131 | 0 | 7010 | X | ||
| Lina Feldman MD | |||||||
| Medical Doctor | 040.00 | 278434 | 0 | 25588 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1980405 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2864070 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 414121 | TotalOtherCompensation |
| Number Individuals GT100 K | 49 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HALLMARK HEALTH CORPORATION | |||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | MANAGEMENT SERVICES | 428729 |
| PHYSICIAN CHART AUDITORS | |||||
| 45 MOUNCE FARM WAY | MARSHFIELD | MA | 02050 | MEDICAL RECORD REVIEW | 139361 |
| ECG MANAGEMENT CONSULTANTS | |||||
| 1111 THIRD AVE SUITE 2700 | SEATTLE | WA | 98101 | MANAGEMENT CONSULTING | 228091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Patient Care | Description |
| Business Code | 621110 | BusinessCode |
| Total Revenue Column | 18081593 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18081593 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18081593 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18081593 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18081593 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15610149 | Total |
| Program Services | 15610149 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258392 | Total |
| Program Services | 258392 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1310260 | Total |
| Program Services | 1310260 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 927104 | Total |
| Program Services | 927104 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1071037 | Total |
| Program Services | 647828 | ProgramServices |
| Management And General | 423209 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238692 | Total |
| Program Services | 238692 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1044860 | Total |
| Program Services | 1044860 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1486199 | Total |
| Program Services | 1486199 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20138 | Total |
| Program Services | 20138 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76705 | Total |
| Program Services | 76705 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220361 | Total |
| Program Services | 220361 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1273109 | Total |
| Program Services | 1273109 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Purchased Services | 1761828 | 1761828 |
| EMR Costs | 835037 | 835037 |
| Bad Debt | 299165 | 299165 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 383444 | Total |
| Program Services | 383444 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26816480 | Total |
| Program Services | 26393271 | ProgramServices |
| Management And General | 423209 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 513421 | BOY |
| EOY | 152899 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534346 | BOY |
| EOY | 657810 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130167 | BOY |
| EOY | 120516 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2207278 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1446881 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 681130 | BOY |
| EOY | 760397 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6074279 | BOY |
| EOY | 11400947 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7933343 | BOY |
| EOY | 13092569 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2849798 | BOY |
| EOY | 3342755 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5922798 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2849798 | BOY |
| EOY | 9265553 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5083545 | BOY |
| EOY | 3827016 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5083545 | BOY |
| EOY | 3827016 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7933343 | BOY |
| EOY | 13092569 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -8734887 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7478358 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12004546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13805184 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12330604 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14569445 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15839384 | CurrentTaxYear |
| Total | 68549163 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12004546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13805184 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12330604 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14569445 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15839384 | CurrentTaxYear |
| Total | 68549163 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 68549163 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12004546 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13805184 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12330604 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14569445 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15839384 | CurrentTaxYear |
| Total | 68549163 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 1.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 366699 | OtherCostOrOtherBasis |
| Depreciation | 254083 | Depreciation |
| Book Value | 112616 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 110677 | OtherCostOrOtherBasis |
| Depreciation | 79179 | Depreciation |
| Book Value | 31498 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1729902 | OtherCostOrOtherBasis |
| Depreciation | 1113619 | Depreciation |
| Book Value | 616283 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 760397 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Due From Hallmark Health Corporation | 5202382 |
| Due From Hallmark Health System | 4768114 |
| Due From Hallmark Health Properties | 275767 |
| Due From Hallmark Health Services | |
| Malpractice A/R | 1154684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 11400947 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Malpractice Liability | Description |
| Amount | $5,922,798 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5922798 | TotalOfAmounts |
| Total Revenue | 18081593 | TotalRevenue |
| Total Expenses | 26816480 | TotalExpenses |
| Excess Or Deficit For Year | -8734887 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -8734887 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18081593 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 18081593 | RevenueSubtotal |
| Total Revenue Per Form990 | 18081593 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26816480 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 26816480 | ExpensesSubtotal |
| Total Expenses Per Form990 | 26816480 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bernard J Logan MD | |||||||||||
| 245070 | 24445 | 13166 | 9484 | 7350 | 270 | 18600 | 293670 | 24715 | |||
| Eleanor Moresco MD | |||||||||||
| 166566 | 13085 | 6538 | 4610 | 8584 | 199383 | ||||||
| William J Doherty MD | |||||||||||
| 346979 | 1008 | 378776 | 28525 | 2264 | |||||||
| Michael V Sack | |||||||||||
| 611862 | 7350 | 1160010 | 211750 | 77910 | 251138 | ||||||
| Charles R Whipple Esq | |||||||||||
| 238417 | 5016 | 306798 | 34600 | 28765 | |||||||
| Richard G Kenny | |||||||||||
| 212517 | 5543 | 278060 | 28214 | 31786 | |||||||
| John O'Hara | |||||||||||
| 253692 | 2423 | 329411 | 47600 | 25296 | 400 | ||||||
| James A Nania | |||||||||||
| 365260 | 7350 | 585971 | 72793 | 79906 | 60662 | ||||||
| Enrico Souto MD | |||||||||||
| 295211 | 46074 | 6892 | 5002 | 353179 | |||||||
| David H Richman MD | |||||||||||
| 248446 | 50594 | 6211 | 24609 | 329860 | |||||||
| Roy A Epstein MD | |||||||||||
| 246424 | 37806 | 9484 | 4053 | 17392 | 315159 | ||||||
| Matthew Y Siu MD | |||||||||||
| 179602 | 127529 | 4529 | 2481 | 314141 | |||||||
| Lina Feldman MD | |||||||||||
| 165286 | 113148 | 7080 | 18508 | 304022 | |||||||
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part VI | 1a | The secretary of the governing body does not have a vote on the board. |
| Form 990 Part VI | 6 | The taxpayer has one member, Hallmark Health Corporation, the parent corporation. |
| Form 990 Part VI | 7a | The taxpayers sole member, the parent corporation, elects the governing body. |
| Form 990 Part VI | 7b | The taxpayers sole member, the parent corporation, has approval powers over actions of the governing body. |
| Form 990 Part VI | 11b | A full copy of the 990 was provided to the governing body for review prior to filing. |
| Form 990 Part VI | 12c | Annually, the president and one or more of the officers and/or directors of this corporation are given the conflict policy and are required to complete a disclosure form that is submitted to the Office of the General Counsel for review. The contents of the disclosure and the actions necessary to address conflicts are reviewed by the chair of the parent corporations governing body and its president. |
| Form 990 Part VI | 15 | Annually, the Human Resources Committee of the parent corporation, comprised of independent directors, reviews the compensation of the President and members of the Executive Leadership Team using data from an independent third party evaluation of comparable compensation data to assess and set compensation of the president and the Executive Leadership Team of this corporation. The president and some members of the Executive Leadership Team are paid by related organizations. |
| Form 990 Part VII | 19 | Documents are available for public inspection upon request to the Office of the General Counsel. |
| Form 990 Part XI | 1a | All employed officers, directors, and key employees work, on average, 37.5 hours per week between this and related organizations. |
| Form 990 Part XI | 5 | This amount reflects the discharge of debt from related organizations. |
| Form 990 Part VI Section A Line 1a The secretary of the governing body does not have a vote on the board. Form 990 Part VI Section A Line 6 The taxpayer has one member, Hallmark Health Corporation, the parent corporation. Form 990 Part VI Section A Line 7a The taxpayers sole member, the parent corporation, elects the governing body. Form 990 Part VI Section A Line 7b The taxpayers sole member, the parent corporation, has approval powers over actions of the governing body. Form 990 Part VI Section B Line 11b A full copy of the 990 was provided to the governing body for review prior to filing. Form 990 Part VI Section B Line 12c Annually, the president and one or more of the officers and/or directors of this corporation are given the conflict policy and are required to complete a disclosure form that is submitted to the Office of the General Counsel for review. The contents of the disclosure and the actions necessary to address conflicts are reviewed by the chair of the parent corporations governing body and its president. Form 990 Part VI Section B Line 15 Annually, the Human Resources Committee of the parent corporation, comprised of independent directors, reviews the compensation of the President and members of the Executive Leadership Team using data from an independent third party evaluation of comparable compensation data to assess and set compensation of the president and the Executive Leadership Team of this corporation. The president and some members of the Executive Leadership Team are paid by related organizations. Form 990 Part VII Section C Line 19 Documents are available for public inspection upon request to the Office of the General Counsel. Form 990 Part XI Section A Line 1a All employed officers, directors, and key employees work, on average, 37.5 hours per week between this and related organizations. Form 990 Part XI Line 5 This amount reflects the discharge of debt from related organizations. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HALLMARK HEALTH CORP (HHC) | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 042103587 | PARENT | MA | 501C3 | 11C | N/A | false | |
| HALLMARK HEALTH SYSTEM INC (HHS) | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 042767880 | HOSPITALS | MA | 501C3 | 3 | false | HHC | |
| HALLMARK HEALTH VISITING NURSE ASSOC AND HOSPICE INC | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 042437064 | VISITING NURSES | MA | 501C3 | 9 | false | HHC | |
| LM LONG TERM CARE SERVICES INC | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 042938772 | LONG TERM NURSING | MA | 501C3 | 11C | false | HHC | |
| SAVIN LONG TERM CARE CORPORATION | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 043012616 | LONG TERM NURSING | MA | 501C3 | 9 | false | HHC | |
| HALLMARK HEALTH PROPERTIES INC | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 222580542 | PROPERTY MANAGEMENT | MA | 501C3 | 11C | false | HHC | |
| HALLMARK HEALTH SERVICES INC | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 222602523 | HEALTHCARE SERVICES | MA | 501C3 | 9 | false | HHS | |
| FRIENDS OF LAWRENCE MEMORIAL HOSPITAL | |||||||||||
| 170 GOVERNORS AVE | MEDFORD | MA | 02155 | 042149760 | HOSPITAL GIFT SHOP | MA | 501C3 | 9 | false | HHS | |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLMARK HEALTH INVESTMENT LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 GOVERNORS AVE | AddressLine1 |
| City | MEDFORD | City |
| State | MA | State |
| ZIP Code | 02155 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020657666 | EIN |
| Primary Activity | INVESTMENT | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLMARK HEALTH ENTERPRISES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 LEBANON ST | AddressLine1 |
| City | MELROSE | City |
| State | MA | State |
| ZIP Code | 02176 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452475660 | EIN |
| Primary Activity | COSMETIC LASER HEALTHCARE SERVICES | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOT APPLICABLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C Corp | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| HALLMARK HEALTH SYSTEM INC | ||
| c | 7478357 | AUDITED BOOK VALUE |
| HALLMARK HEALTH PROPERTIES | ||
| j | 73846 | FAIR MARKET VALUE |
| HALLMARK HEALTH CORPORATION | ||
| j | 344394 | FAIR MARKET VALUE |
| HALLMARK HEALTH SYSTEM INC | ||
| j | 496965 | FAIR MARKET VALUE |
| HALLMARK HEALTH CORPORATION | ||
| l | 364817 | ACTUAL COST TIME ALLOCATION |
| HALLMARK HEALTH SYSTEM INC | ||
| l | 845037 | ACTUAL COST |
| HALLMARK HEALTH SYSTEM INC | ||
| l | 10150 | ACTUAL COST |
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