2013-11-14T15:09:29-06:00 2012-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990 2012-01-01 042633274 THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS INC HEAL 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 JANICE B YOST EDD 5084380009 2013-11-12 1 DAVID EATON P00545132 5087557107 2013-11-12 2012 2016-02-24 21:20:13Z X JANICE B YOST EDD 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 10731968 0 X HFCM.ORG X 1977 MA TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 13 13 5 0 0 0 0 0 0 0 3094299 3352283 356019 139684 3450318 3491967 2149125 2229549 0 0 591945 613235 0 0 0 626117 703027 3367187 3545811 83131 -53844 60409777 64111552 968353 676519 59441424 63435033 TO IMPROVE THE HEALTH STATUS OF THOSE WHO LIVE OR WORK IN CENTRAL MASSACHUSETTS. 0 0 2729328 2229549 TO PROVIDE FUNDING TO NON-PROFIT ORGANIZATIONS FOR THE PURPOSE OF IMPROVING THE HEALTH AND WELFARE OF THOSE WHO LIVE AND WORK IN CENTRAL MASSACHUSETTS. 2729328 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 6 0 5 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE FOUNDATION 5084380009 446 MAIN STREET 20TH FLOOR WORCESTER MA 01608 HENRY L FERGUSON III JD 1.50 X 0 0 0 LISA R FORTUNA MD 1.50 X 0 0 0 JAY S HIMMELSTEINMDMPH 1.50 X 0 0 0 ROBIN B MCFEEDOMPH 1.50 X 0 0 0 MICHAEL J MUTCHLER MD 1.50 X 0 0 0 LUIS G PEREZ JD 1.50 X 0 0 0 BRIAN J PERRY 1.50 X 0 0 0 DEBORAH L PLUMMER PHD 1.50 X 0 0 0 ANN K TRIPP MBA 1.50 X 0 0 0 GEORGE ABRAHAMMDMPH 2.00 X 0 0 0 JOHN P GUSHA DMD 2.00 X 0 0 0 JEFFREY W HILLISJDMBA 2.00 X 0 0 0 LYNDA M YOUNG MD 2.00 X 0 0 0 JANICE B YOST EDD 37.50 X 229248 0 24988 ELAINE CINELLI 37.50 X 123419 0 12562 352667 0 37550 2 0 1 0 0 852009 852009 9740275 7240001 2500274 2500274 2500274 OTHER INCOME 900099 139684 139684 139684 3491967 139684 0 3352283 2229549 2229549 229248 157402 71846 263631 181009 82622 18699 12839 5860 69044 50746 18298 32613 22392 10221 8280 8280 20000 20000 544393 544393 5427 2997 2430 64047 38428 25619 11165 6961 4204 4666 2799 1867 6846 4108 2738 OUTSIDE SERVICES 15457 8650 6807 OFFICE SUPPLIES 12681 7609 5072 PUBLICATIONS AND SPECIA 6664 3785 2879 OTHER EXPENSE 3401 54 3347 3545811 2729328 816483 0 98837 124591 178842 94240 5770 6034 179130 165368 18429 13762 39412749 40048247 20127904 23253352 427207 404958 140039 166368 60409777 64111552 87168 88753 741146 421398 140039 166368 968353 676519 X 59441424 63435033 59441424 63435033 60409777 64111552 -53844 4047453 0 X 0 1 X 1 0 59783196 6962985 2229549 698240 153026 63665366 61935980 368941 2149125 219054 153546 59783196 56996509 7298261 1911087 298924 148779 61935980 49252271 10135553 1788998 463601 138716 56996509 65137195 4670933 -18023302 2239539 174170 118846 49252271 1.00000 0 0 179130 165368 13762 13762 INVESTMENT LIMITED PARTNERSHIPS 23253352 F 23253352 DEFERRED COMPENSATION PLANS 166368 166368 X 7110984 4047453 4047453 3063531 428436 428436 3491967 3117375 0 3117375 428436 428436 3545811 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE 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. 1 NATIONAL ALLIANCE ON MENTAL ILLNESS 400 WEST CUMMINGS PARK SUITE 6650 WOBURN MA 01801 042777012 501(C)(3) 25000 BOOK CRISIS INTERVENTION AND DIVERSION PROJECT WORCESTER COUNTY FOOD BANK 474 BOSTON TURNPIKE SHREWSBURY MA 01545 043071457 501(C)(3) 5000 BOOK WORCESTER COUNTY FOOD BANK WINCHENDON PUBLIC SCHOOLS 175 GROVE STREET WINCHENDON MA 014751162 046001370 501(C)(3) 75049 BOOK THE WINCHENDON PROJECT MASS LEAGUE OF COMMUNITY HEALTH CENTERS 40 COURT STREET 10TH FLOOR BOSTON MA 02108 042507409 501(C)(3) 33607 BOOK DENTAL RESIDENCY WORCESTER HOUSING AUTHORITY 40 BELMONT STREET WORCESTER MA 01605 046004472 501(C)(3) 554313 BOOK A BETTER LIFE: HELPING FAMILIES FIND THEIR WAY 15-40 CONNECTION 53 OTIS STREET WESTBOROUGH MA 015819998 262873903 501(C)(3) 5000 BOOK 15-40 CONNECTION MILFORD REGIONAL MEDICAL CENTER 14 PROSPECT STREET MILFORD MA 01757 042103602 501(C)(3) 442695 BOOK IMPROVE ACCESS TO CARE LUK INC 545 WESTMINSTER STREET FITCHBURG MA 01520 042483679 501(C)(3) 397595 BOOK THE COMPASS PROJECT THE SALVATION ARMY 640 MAIN STREET WORCESTER MA 01608 135562351 501(C)(3) 10000 BOOK THE SALVATION ARMY COMMUNITY HEALTHLINK INC 72 JACQUES AVENUE WORCESTER MA 016102480 042626179 501(C)(3) 68526 BOOK HOME AGAIN WORCESTER FOOD ADVISORY COUNCIL 132 TURNPIKE ROAD SUITE 200 SOUTHBORO MA 01772 043071457 501(C)(3) 109465 BOOK HUNGER-FREE AND HEALTHY STRAIGHT AHEAD MINISTRIES 791 MAIN STREET WORCESTER MA 01610 043103694 501(C)(3) 62000 BOOK STRAIGHT UP KITCHEN: COMMUNITY KITCHEN & CATERING PROJECT RCAP SOLUTIONS 205 SCHOOL STREET GARDNER MA 01440 042454675 501(C)(3) 55825 BOOK COMMUNITY SEPTIC MANAGEMENT TECHNICAL ASSISTANCE PROGRAM DEVELOPMENT OF PHARMACY PROGRAM MONTACHUSETT OPPORTUNITY COUNCIL 133 PRITCHARD STREET FITCHBURG MA 01420 042401111 501(C)(3) 90215 BOOK GREEN AND HEALTHY HOMES PROJECT VNA CARE NETWORK & HOSPICE 120 THOMAS STREET WORCESTER MA 01608 042103825 501(C)(3) 75000 BOOK HOME HEALTH CARE PRECEPTOR AND NURSE TRAINING PROGRAM SOUTH MIDDLESEX OPPORTUNITY COUNCIL 300 HOWARD STREET FRAMINGHAM MA 017028313 042389659 501(C)(3) 71148 BOOK READY, WILLING & ABLE:ADDRESSING THE WORKFORCE DEVELOPMENT GAP CENTRO LAS AMERICAS 11 SYCAMORE STREET WORCESTER MA 01608 042714991 501(C)(3) 92050 BOOK REDUCING DEPRESSION AMONG LATINO ELDERS 17 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JANICE B YOST EDD 207494 0 10000 0 11754 0 7836 0 17152 0 254236 0 0 0 PART I, LINE 1A THE FOUNDATION PAYS FOR HEALTH CLUB MEMBERSHIP FOR THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE BOARD AND IS FILED UPON RECEIVING BOARD MEMBER APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE BY STAFF AND DIRECTORS, WITH A REVIEW OF THE POLICY EVERY THREE YEARS. FORM 990, PART VI, SECTION B, LINE 15 NO 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 19 THE 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 13 DURING 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. THE HEALTH FOUNDATION FUND INC 446 MAIN STREET 20TH FL WORCESTER MA 01608 043521743 TO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION. MA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE HEALTH FOUNDATION FUND INC N 64047 STANDARD ACCOUNTING PROCEDURES THE HEALTH FOUNDATION FUND INC O 16530 STANDARD ACCOUNTING PROCEDURES