HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC (EIN 04-2633274)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-14
IRS object ID
201303189349305090
Schema version
2012v2.1
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

FieldValueIRS element (for citing)
Timestamp2013-11-14T15:09:29-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN043037870EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BOLLUS LYNCH LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line189 SHREWSBURY STREETAddressLine1
CityWORCESTERCity
StateMAState
ZIP Code01604ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042633274EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE HEALTH FOUNDATION OF CENTRALBusinessNameLine1
Business Name Line2MASSACHUSETTS INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlHEALNameControl
Phone5084380009Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1446 MAIN STREET 20TH FLOORAddressLine1
CityWORCESTERCity
StateMAState
ZIP Code01608ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJANICE B YOST EDDName
TitlePRESIDENT AND CEOTitle
Phone5084380009Phone
Date Signed2013-11-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDAVID EATONName
PTINP00545132PTIN
Phone5087557107Phone
Date Prepared2013-11-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonJANICE B YOST EDDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1446 MAIN STREET 20TH FLOORAddressLine1
CityWORCESTERCity
StateMAState
ZIP Code01608ZIPCode
FieldValueIRS element (for citing)
Gross Receipts10731968GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteHFCM.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1977YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS.ActivityOrMissionDescription
Nbr Voting Members Governing Body13NbrVotingMembersGoverningBody
Nbr Independent Voting Members13NbrIndependentVotingMembers
Total Nbr Employees5TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year3094299InvestmentIncomePriorYear
Investment Income Current Year3352283InvestmentIncomeCurrentYear
Other Revenue Prior Year356019OtherRevenuePriorYear
Other Revenue Current Year139684OtherRevenueCurrentYear
Total Revenue Prior Year3450318TotalRevenuePriorYear
Total Revenue Current Year3491967TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2149125GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2229549GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year591945SalariesEtcPriorYear
Salaries Etc Current Year613235SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year626117OtherExpensePriorYear
Other Expenses Current Year703027OtherExpensesCurrentYear
Total Expenses Prior Year3367187TotalExpensesPriorYear
Total Expenses Current Year3545811TotalExpensesCurrentYear
Revenues Less Expenses Prior Year83131RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-53844RevenuesLessExpensesCY
Total Assets BOY60409777TotalAssetsBOY
Total Assets EOY64111552TotalAssetsEOY
Total Liabilities BOY968353TotalLiabilitiesBOY
Total Liabilities EOY676519TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY59441424NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY63435033NetAssetsOrFundBalancesEOY
Mission DescriptionTO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2729328Expense
Grants2229549Grants
DescriptionTO PROVIDE FUNDING TO NON-PROFIT ORGANIZATIONS FOR THE PURPOSE OF IMPROVING THE HEALTH AND WELFARE OF THOSE WHO LIVE AND WORK IN CENTRAL MASSACHUSETTS.Description
Total Program Service Expense2729328TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10966NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees5NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members13NbrVotingGoverningBodyMembers
Number Independent Voting Members13NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5084380009TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1446 MAIN STREET 20TH FLOORAddressLine1
CityWORCESTERCity
StateMAState
ZIP Code01608ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (15 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
HENRY L FERGUSON III JD
DIRECTOR1.50X000
LISA R FORTUNA MD
DIRECTOR1.50X000
JAY S HIMMELSTEINMDMPH
DIRECTOR1.50X000
ROBIN B MCFEEDOMPH
DIRECTOR1.50X000
MICHAEL J MUTCHLER MD
DIRECTOR1.50X000
LUIS G PEREZ JD
DIRECTOR1.50X000
BRIAN J PERRY
DIRECTOR1.50X000
DEBORAH L PLUMMER PHD
DIRECTOR1.50X000
ANN K TRIPP MBA
DIRECTOR1.50X000
GEORGE ABRAHAMMDMPH
CHAIR2.00000X
JOHN P GUSHA DMD
VICE CHAIR2.00000X
JEFFREY W HILLISJDMBA
TREASURER2.00000X
LYNDA M YOUNG MD
SECRETARY2.00000X
JANICE B YOST EDD
PRESIDENT/CEO37.50229248024988X
ELAINE CINELLI
VICE PRESIDENT OF PROGRAMS37.50123419012562X
FieldValueIRS element (for citing)
Total Reportable Comp From Org352667TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation37550TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column852009TotalRevenueColumn
Exclusion$852,009ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities9740275Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities7240001Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities2500274Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column2500274TotalRevenueColumn
Exclusion$2,500,274ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column139684TotalRevenueColumn
Related Or Exempt Function Income139684RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue139684TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3491967TotalRevenueColumn
Related Or Exempt Function Income139684RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$3,352,283ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2229549Total
Program Services2229549ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total229248Total
Program Services157402ProgramServices
Management And General71846ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total263631Total
Program Services181009ProgramServices
Management And General82622ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total18699Total
Program Services12839ProgramServices
Management And General5860ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total69044Total
Program Services50746ProgramServices
Management And General18298ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total32613Total
Program Services22392ProgramServices
Management And General10221ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total8280Total
Management And General8280ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total20000Total
Management And General20000ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total544393Total
Management And General544393ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total5427Total
Program Services2997ProgramServices
Management And General2430ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total64047Total
Program Services38428ProgramServices
Management And General25619ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total11165Total
Program Services6961ProgramServices
Management And General4204ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total4666Total
Program Services2799ProgramServices
Management And General1867ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total6846Total
Program Services4108ProgramServices
Management And General2738ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
OUTSIDE SERVICES1545786506807
OFFICE SUPPLIES1268176095072
PUBLICATIONS AND SPECIA666437852879
OTHER EXPENSE3401543347

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3545811Total
Program Services2729328ProgramServices
Management And General816483ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY98837BOY
EOY124591EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY178842BOY
EOY94240EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY5770BOY
EOY6034EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis179130LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec165368LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY18429BOY
EOY13762EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY39412749BOY
EOY40048247EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY20127904BOY
EOY23253352EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY427207BOY
EOY404958EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY140039BOY
EOY166368EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY60409777BOY
EOY64111552EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY87168BOY
EOY88753EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY741146BOY
EOY421398EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY140039BOY
EOY166368EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY968353BOY
EOY676519EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY59441424BOY
EOY63435033EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY59441424BOY
EOY63435033EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY60409777BOY
EOY64111552EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-53844ReconcilationRevenueExpenses
Reconciliation Unrealized Invest4047453ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance59783196BeginningOfYearBalance
Investment Earnings Or Losses6962985InvestmentEarningsOrLosses
Grants Or Scholarships2229549GrantsOrScholarships
Other Expenditures698240OtherExpenditures
Administrative Expenses153026AdministrativeExpenses
End Of Year Balance63665366EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance61935980BeginningOfYearBalance
Investment Earnings Or Losses368941InvestmentEarningsOrLosses
Grants Or Scholarships2149125GrantsOrScholarships
Other Expenditures219054OtherExpenditures
Administrative Expenses153546AdministrativeExpenses
End Of Year Balance59783196EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance56996509BeginningOfYearBalance
Investment Earnings Or Losses7298261InvestmentEarningsOrLosses
Grants Or Scholarships1911087GrantsOrScholarships
Other Expenditures298924OtherExpenditures
Administrative Expenses148779AdministrativeExpenses
End Of Year Balance61935980EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance49252271BeginningOfYearBalance
Investment Earnings Or Losses10135553InvestmentEarningsOrLosses
Grants Or Scholarships1788998GrantsOrScholarships
Other Expenditures463601OtherExpenditures
Administrative Expenses138716AdministrativeExpenses
End Of Year Balance56996509EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance65137195BeginningOfYearBalance
Contributions4670933Contributions
Investment Earnings Or Losses-18023302InvestmentEarningsOrLosses
Grants Or Scholarships2239539GrantsOrScholarships
Other Expenditures174170OtherExpenditures
Administrative Expenses118846AdministrativeExpenses
End Of Year Balance49252271EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis179130OtherCostOrOtherBasis
Depreciation165368Depreciation
Book Value13762BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings13762TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionINVESTMENT LIMITED PARTNERSHIPSDescription
Book Value23253352BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities23253352TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEFERRED COMPENSATION PLANSDescription
Amount$166,368Amount
FieldValueIRS element (for citing)
Total Of Amounts166368TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt7110984TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments4047453NetUnrealizedGainsInvestments
Revenue Not Rptd F9904047453RevenueNotRptdF990
Revenue Subtotal3063531RevenueSubtotal
Investment Expenses Not Included428436InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt428436RevenueNotRptdOnFinStmt
Total Revenue Per Form9903491967TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3117375TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal3117375ExpensesSubtotal
Investment Expenses Not Included2428436InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt428436ExpensesNotRptdOnFinStmt
Total Expenses Per Form9903545811TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X, LINE 2:ReturnReference
ExplanationTHE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS, INC. QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE (IRC). ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX IS REQUIRED. MANAGEMENT ANNUALLY REVIEWS FOR UNCERTAIN TAX POSITIONS ALONG WITH ANY RELATED INTEREST AND PENALTIES AND BELIEVES THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL STATEMENTS. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (18 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationPurpose Of GrantPurposeOfGrant
NATIONAL ALLIANCE ON MENTAL ILLNESS
400 WEST CUMMINGS PARK SUITE 6650WOBURNMA01801042777012501(C)(3)25000BOOKCRISIS INTERVENTION AND DIVERSION PROJECT
WORCESTER COUNTY FOOD BANK
474 BOSTON TURNPIKESHREWSBURYMA01545043071457501(C)(3)5000BOOKWORCESTER COUNTY FOOD BANK
WINCHENDON PUBLIC SCHOOLS
175 GROVE STREETWINCHENDONMA014751162046001370501(C)(3)75049BOOKTHE WINCHENDON PROJECT
MASS LEAGUE OF COMMUNITY HEALTH CENTERS
40 COURT STREET 10TH FLOORBOSTONMA02108042507409501(C)(3)33607BOOKDENTAL RESIDENCY
WORCESTER HOUSING AUTHORITY
40 BELMONT STREETWORCESTERMA01605046004472501(C)(3)554313BOOKA BETTER LIFE: HELPING FAMILIES FIND THEIR WAY
15-40 CONNECTION
53 OTIS STREETWESTBOROUGHMA015819998262873903501(C)(3)5000BOOK15-40 CONNECTION
MILFORD REGIONAL MEDICAL CENTER
14 PROSPECT STREETMILFORDMA01757042103602501(C)(3)442695BOOKIMPROVE ACCESS TO CARE
LUK INC
545 WESTMINSTER STREETFITCHBURGMA01520042483679501(C)(3)397595BOOKTHE COMPASS PROJECT
THE SALVATION ARMY
640 MAIN STREETWORCESTERMA01608135562351501(C)(3)10000BOOKTHE SALVATION ARMY
COMMUNITY HEALTHLINK INC
72 JACQUES AVENUEWORCESTERMA016102480042626179501(C)(3)68526BOOKHOME AGAIN
WORCESTER FOOD ADVISORY COUNCIL
132 TURNPIKE ROAD SUITE 200SOUTHBOROMA01772043071457501(C)(3)109465BOOKHUNGER-FREE AND HEALTHY
STRAIGHT AHEAD MINISTRIES
791 MAIN STREETWORCESTERMA01610043103694501(C)(3)62000BOOKSTRAIGHT UP KITCHEN: COMMUNITY KITCHEN & CATERING PROJECT
RCAP SOLUTIONS
205 SCHOOL STREETGARDNERMA01440042454675501(C)(3)55825BOOKCOMMUNITY SEPTIC MANAGEMENT TECHNICAL ASSISTANCE PROGRAM
(no name)
DEVELOPMENT OF PHARMACY PROGRAM
MONTACHUSETT OPPORTUNITY COUNCIL
133 PRITCHARD STREETFITCHBURGMA01420042401111501(C)(3)90215BOOKGREEN AND HEALTHY HOMES PROJECT
VNA CARE NETWORK & HOSPICE
120 THOMAS STREETWORCESTERMA01608042103825501(C)(3)75000BOOKHOME HEALTH CARE PRECEPTOR AND NURSE TRAINING PROGRAM
SOUTH MIDDLESEX OPPORTUNITY COUNCIL
300 HOWARD STREETFRAMINGHAMMA017028313042389659501(C)(3)71148BOOKREADY, WILLING & ABLE:ADDRESSING THE WORKFORCE DEVELOPMENT GAP
CENTRO LAS AMERICAS
11 SYCAMORE STREETWORCESTERMA01608042714991501(C)(3)92050BOOKREDUCING DEPRESSION AMONG LATINO ELDERS
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants17TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: THE HEALTH FOUNDATION AND THE GRANTEE SIGN A CONTRACT OUTLINING THE DELIVERABLES, PAYMENT, AND REPORTING REQUIREMENTS FOR THE PROJECT. TYPICALLY, PROJECT PROCESS EVALUATION REPORTS ARE SUBMITTED TO THE FOUNDATION MIDWAY THROUGH THE CONTRACT YEAR. A PROJECT SUMMARY REPORT IS ALSO REQUIRED TO BE SUBMITTED TO THE FOUNDATION APPROXIMATELY TWO MONTHS AFTER THE CONTRACT END DATE, OUTLINING THE RESULTS AND EXPENSES. IN ADDITION, MULTI-YEAR GRANTEES ARE REQUIRED TO MEET WITH FOUNDATION STAFF ON A QUARTERLY BASIS TO ASSESS PROJECT PROGRESS.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonJANICE B YOST EDDNamePerson
TitlePRESIDENT/CEOTitle
Base Compensation Filing Org207494BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org10000BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org11754OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org7836DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org17152NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org254236TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePART I, LINE 1AReturnReference
ExplanationTHE FOUNDATION PAYS FOR HEALTH CLUB MEMBERSHIP FOR THE PRESIDENT.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE BOARD AND IS FILED UPON RECEIVING BOARD MEMBER APPROVAL.
FORM 990, PART VI, SECTION B, LINE 12CANNUAL DISCLOSURE BY STAFF AND DIRECTORS, WITH A REVIEW OF THE POLICY EVERY THREE YEARS.
FORM 990, PART VI, SECTION B, LINE 15NO OFFICER OR DIRECTOR RECEIVES COMPENSATION EXCEPT FOR THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE REVIEWS SALARY DATA COMPILED BY THE "COUNCIL ON FOUNDATIONS" IN SETTING AND RECOMMENDING TO THE FULL BOARD FOR APPROVAL THE PRESIDENT/CEO'S SALARY AND BENEFITS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE WEBSITE OF THE COMMONWEALTH OF MASSACHUSETTS.
FORM 990, PART X, LINE 13DURING 2008, THE FOUNDATION LOANED $492,000 TO AN INTERMEDIARY FOR A PROGRAM-RELATED INVESTMENT. THE FUND IS TO BE USED FOR ACQUIRING AND DEVELOPING AFFORDABLE HOUSING FOR THE ADULT CHRONICALLY HOMELESS IN THE WORCESTER AREA. THE FUND IS ADMINISTERED BY AN INTERMEDIARY. THE BALANCE IN THIS FUND AT DECEMBER 31, 2012 AND 2011 TOTALED $404,958 AND $427,207, RESPECTIVELY.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1THE HEALTH FOUNDATION FUND INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1446 MAIN STREET 20TH FLAddressLine1
CityWORCESTERCity
StateMAState
ZIP Code01608ZIPCode
FieldValueIRS element (for citing)
EIN043521743EIN
Primary ActivitiesTO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION.PrimaryActivities
Legal Domicile StateMALegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 7PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
THE HEALTH FOUNDATION FUND INC
N64047STANDARD ACCOUNTING PROCEDURES
THE HEALTH FOUNDATION FUND INC
O16530STANDARD ACCOUNTING PROCEDURES

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