MASSACHUSETTS HEALTH & HOSPITAL ASSOC INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MASSACHUSETTS HEALTH & HOSPITAL ASSOC INC (EIN 04-2106700)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-05
- IRS object ID
- 201312179349301116
- Schema version
- 2011v1.5
- 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 | 2013-08-05T17:29:52-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042106700 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Hospital Association Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JAMES A VAHEY | InCareOfName |
| Name Control | MASS | NameControl |
| Phone | 7812626000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 New England Executive Park | AddressLine1 |
| City | Burlington | City |
| State | MA | State |
| ZIP Code | 01803 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNN NICHOLAS | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2013-07-29 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA J KENNEY | Name |
| Phone | 6177237900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Patricia Lynn Nicholas | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 New England Executive Park | AddressLine1 |
| City | Burlington | City |
| State | MA | State |
| ZIP Code | 01803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13259149 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.mhalink.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE ASSOCIATION PROVIDES ADVOCACY, EDUCATION, AND INFORMATION SERVICES TO MASSACHUSETTS HEALTHCARE PROVIDERS, SUPPLIERS, AND OTHERS INTERESTED IN THE HEALTHCARE INDUSTRY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 50 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 314178 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -140769 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10207584 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9609670 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 132824 | InvestmentIncomePriorYear |
| Investment Income Current Year | 102572 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 823980 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3449422 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11164388 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13161664 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 76428 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6231461 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6163832 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3812180 | OtherExpensePriorYear |
| Other Expenses Current Year | 3663696 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10120069 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9827528 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1044319 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3334136 | RevenuesLessExpensesCY |
| Total Assets BOY | 13901786 | TotalAssetsBOY |
| Total Assets EOY | 17641096 | TotalAssetsEOY |
| Total Liabilities BOY | 8157396 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7876693 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5744390 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9764403 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ASSOCIATION PROVIDES ADVOCACY, EDUCATION, AND INFORMATION SERVICES TO MASSACHUSETTS HEALTHCARE PROVIDERS, SUPPLIERS, AND OTHERS INTERESTED IN THE HEALTHCARE INDUSTRY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | THE ASSOCIATION PROVIDES ADVOCACY, EDUCATION, AND INFORMATION SERVICES TO MASSACHUSETTS HEALTHCARE PROVIDERS, SUPPLIERS, AND OTHERS INTERESTED IN THE HEALTHCARE INDUSTRY. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | true | SubjectToProxyTax |
| 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 | true | 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 | true | 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 |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | 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 | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 50 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JAMES A VAHEY | NamePerson |
| Telephone Number | 7812626062 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 NEW ENGLAND EXECUTIVE PARK | AddressLine1 |
| City | Burlington | City |
| State | MA | State |
| ZIP Code | 01803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| PATRICIA LYNN NICHOLAS | |||||||
| PRESIDENT AND CEO | 37.5 | X | X | 656285 | 0 | 157888 | |
| PETER L SLAVIN MD | |||||||
| CHAIR | 1.5 | X | 0 | 0 | 0 | ||
| PATRICK L MULDOON FACHE | |||||||
| CHAIRMAN-ELECT | 0.75 | X | 0 | 0 | 0 | ||
| MICHAEL V SACK FACHE | |||||||
| TREASURER | 1.0 | X | 0 | 0 | 0 | ||
| PETER J HOLDEN | |||||||
| SECRETARY | 0.75 | X | 0 | 0 | 0 | ||
| NORMAND E DESCHENE FACHE | |||||||
| IMMEDIATE PAST CHAIRMAN | 0.75 | X | 0 | 0 | 0 | ||
| ELLEN M ZANE MA | |||||||
| IMMEDIATE PAST CHAIR | 0.75 | X | 0 | 0 | 0 | ||
| BRUCE S AUERBACH MD FACEP | |||||||
| CIAC CHAIR | 0.75 | X | 0 | 0 | 0 | ||
| CHARLES D GIJANTO | |||||||
| SCOF CHAIR | 0.75 | X | 0 | 0 | 0 | ||
| JOHN M LOWE III PHD MS | |||||||
| TAC CHAIR | 0.75 | X | 0 | 0 | 0 | ||
| ANDREI SORAN MSM | |||||||
| SCOPA CHAIR | 0.75 | X | 0 | 0 | 0 | ||
| DAVID E STORTO | |||||||
| SPECIALTY HOSPITAL CHAIR | 0.75 | X | 0 | 0 | 0 | ||
| KATHY SCHULER RN MS NE-BC | |||||||
| ONL REPRESENTATIVE | 0.6 | X | 0 | 0 | 0 | ||
| DELIA VETTER | |||||||
| NON-TYPE 1 MEMBER AT LARGE | 0.6 | X | 0 | 0 | 0 | ||
| KEITH A HOVAN | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| DAVID E PHELPS MBA | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| FRANCIS M SABA | |||||||
| SCOPA CHAIR | 0.75 | X | 0 | 0 | 0 | ||
| KEVIN F SMITH | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| KEVIN TABB MD | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| NEAL J CURTIN ESQ | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| JOHN R FERNANDEZ | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| EDWARD H MOORE MBA | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| PETER W SIERSMA MD | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| KATE WALSH MPH | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| DIANNE J ANDERSON RN MS | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| HOWARD R GRANT JD MD | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| TRISH L HANNON FACHE | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| MICHAEL K LAUF MBA | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| JOEL M RUDIN | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| JOSEPH J MULLANY | |||||||
| PAST TREASURER | 0.7 | X | 0 | 0 | 0 | ||
| WALTER H ETTINGER MD | |||||||
| PAST SECRETARY | 0.7 | X | 0 | 0 | 0 | ||
| DALE M LODGE | |||||||
| IMMEDIATE PAST CHAIRMAN | 0.7 | X | 0 | 0 | 0 | ||
| JOHN W POLANOWICZ MBA | |||||||
| PAST CIAC CHAIR | 0.6 | X | 0 | 0 | 0 | ||
| R DAVID RICHER | |||||||
| SPECIALTY HOSPITAL CHAIR | 0.6 | X | 0 | 0 | 0 | ||
| ELAINE L BRIDGE RN MBA DNP | |||||||
| MONE REPRESENTATIVE | 0.6 | X | 0 | 0 | 0 | ||
| RICHARD C LORD | |||||||
| FMR NON TYPE I MEMBER AT LARGE | 0.6 | X | 0 | 0 | 0 | ||
| PAUL J ANDREWS | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| RICHARD H AUBUT RN | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| DELIA O'CONNOR FACHE | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| MARK J RICH | |||||||
| DIRECTOR | 0.6 | X | 0 | 0 | 0 | ||
| WALTER RAMOS | |||||||
| VP OPERATIONS | 37.5 | X | 196423 | 0 | 7424 | ||
| TIMOTHY GENS | |||||||
| EVP AND GENERAL COUNSEL | 37.5 | X | 323817 | 0 | 20458 | ||
| KAREN NELSON | |||||||
| SR. VP CLINICAL AFFAIRS | 37.5 | X | 170844 | 0 | 19296 | ||
| JAMES KIRKPATRICK | |||||||
| SR. VP HEALTHCARE FINANCE | 37.5 | X | 156121 | 0 | 16955 | ||
| CHRISTINE BARATTA | |||||||
| VP MARKETING & COMMUNICATIONS | 37.5 | X | 223345 | 0 | 18388 | ||
| PATRICIA CROWLEY | |||||||
| VP GOVERNANCE/MEMBER RELATIONS | 37.5 | 153219 | 0 | 7183 | X | ||
| MICHAEL SROCZYNSKI | |||||||
| VP GOVERNMENT ADVOCACY | 37.5 | 166291 | 0 | 17262 | X | ||
| PATRICIA NOGA | |||||||
| VP CLINICAL AFFAIRS | 22.5 | 111112 | 33357 | 28455 | X | ||
| ANUJ GOEL | |||||||
| VP LEGAL REGULATORY AFFAIRS | 37.5 | 159615 | 0 | 17219 | X | ||
| DAVID SMITH | |||||||
| SR. DIR. HEALTH DATA ANALYSIS | 37.5 | 142290 | 0 | 17021 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2459362 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 33357 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 327549 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NONE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 611710 | 8511999 | 8511999 |
| PROGRAM FEES | 611710 | 1097671 | 1097671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9609670 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102572 | TotalRevenueColumn |
| Exclusion | $102,572 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 58140 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 58512 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -372 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -372 | TotalRevenueColumn |
| Unrelated Business Revenue | -315 | UnrelatedBusinessRevenue |
| Exclusion | -$57 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 95410 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 38973 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56437 | TotalRevenueColumn |
| Exclusion | $56,437 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| OTHER INCOME | 900099 | 952614 | 638121 | 314493 |
| LEGAL SETTLEMENT | 900099 | 2440743 | 2440743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3393357 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13161664 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12688534 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 314178 | UnrelatedBusinessRevenue |
| Exclusion | $158,952 | ExclusionAmount |
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 | 2416367 | 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 | 2489399 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 451224 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 481272 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325570 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 369771 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38775 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51148 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250334 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35645 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84258 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 415995 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 231441 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 456730 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102635 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319058 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184003 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271392 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32695 | Total |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER EXPENSES | Description |
| Total | 819816 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9827528 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436943 | BOY |
| EOY | 443403 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96721 | BOY |
| EOY | 4314 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 361181 | BOY |
| EOY | 230836 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8548758 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5537626 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1887467 | BOY |
| EOY | 3011132 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9809779 | BOY |
| EOY | 12239754 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1309695 | BOY |
| EOY | 1711657 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13901786 | BOY |
| EOY | 17641096 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1260136 | BOY |
| EOY | 1056503 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 529073 | BOY |
| EOY | 451115 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3720967 | BOY |
| EOY | 3577309 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2647220 | BOY |
| EOY | 2791766 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8157396 | BOY |
| EOY | 7876693 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5744390 | BOY |
| EOY | 9764403 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5744390 | BOY |
| EOY | 9764403 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13901786 | BOY |
| EOY | 17641096 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3334136 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 685877 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Substantially All Dues Nondeduct | false | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | false | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | true | AgreeToCarryoverPriorYear |
| Dues Assessments | 8511999 | DuesAssessments |
| Non Ded Lobby Political Current | 1661918 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 1661918 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 1661918 | AggrAmtReportedInDuesNotices |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 132000 | OtherCostOrOtherBasis |
| Book Value | 132000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1196684 | OtherCostOrOtherBasis |
| Depreciation | 1196684 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4478168 | OtherCostOrOtherBasis |
| Depreciation | 2150617 | Depreciation |
| Book Value | 2327551 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2741906 | OtherCostOrOtherBasis |
| Depreciation | 2190325 | Depreciation |
| Book Value | 551581 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3011132 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| LOAN ORIGINATION FEES | 18460 |
| AMORTIZATION RESERVE | -4385 |
| CASH VALUE OF LIFE INSURANCE | 310206 |
| 457 F ASSETS | 662737 |
| 457 B ASSETS | 724639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1711657 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATE | $320,827 |
| LT RETIREMENT PLAN OBLIGATION | $1,387,376 |
| INTEREST RATE SWAP | $1,083,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2791766 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE D, PART X, LINE 2 | Identifier |
| Explanation | THE ASSOCIATION FOLLOWS ASC 740, INCOME TAXES UNDER ASC 740. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE-LIKELY-THAN-NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. AS A RESULT OF THE ASSOCIATION'S ASSESSMENT OF ITS TAX POSITIONS, THE ASSOCIATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AT SEPTEMBER 30, 2012 AND 2011 THAT REQUIRE ACCRUAL OR DISCLOSURE. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 40615 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 40615 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 4565 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 20573 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 775 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 54795 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 54795 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 500 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 8795 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 1194 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 2571 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 95410 | GrossReceiptsTotal |
| Gross Revenue Total Events | 95410 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 5065 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 29368 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 1194 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 3346 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 38973 | DirectExpenseSummaryEvents |
| Net Income Summary | 56437 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICIA LYNN NICHOLAS | |||||||||||||
| 532205 | 0 | 107580 | 0 | 16500 | 0 | 120925 | 0 | 36963 | 0 | 814173 | 0 | 0 | 0 |
| WALTER RAMOS | |||||||||||||
| 176023 | 0 | 20400 | 0 | 0 | 0 | 0 | 0 | 7424 | 0 | 203847 | 0 | 0 | 0 |
| TIMOTHY GENS | |||||||||||||
| 260143 | 0 | 47174 | 0 | 16500 | 0 | 0 | 0 | 20458 | 0 | 344275 | 0 | 0 | 0 |
| KAREN NELSON | |||||||||||||
| 125704 | 0 | 28640 | 0 | 16500 | 0 | 0 | 0 | 19296 | 0 | 190140 | 0 | 0 | 0 |
| JAMES KIRKPATRICK | |||||||||||||
| 107781 | 0 | 31840 | 0 | 16500 | 0 | 0 | 0 | 16955 | 0 | 173076 | 0 | 0 | 0 |
| CHRISTINE BARATTA | |||||||||||||
| 178262 | 0 | 28583 | 0 | 16500 | 0 | 0 | 0 | 18388 | 0 | 241733 | 0 | 0 | 0 |
| PATRICIA CROWLEY | |||||||||||||
| 135727 | 0 | 17492 | 0 | 0 | 0 | 0 | 0 | 7183 | 0 | 160402 | 0 | 0 | 0 |
| MICHAEL SROCZYNSKI | |||||||||||||
| 145433 | 0 | 20858 | 0 | 0 | 0 | 0 | 0 | 17262 | 0 | 183553 | 0 | 0 | 0 |
| PATRICIA NOGA | |||||||||||||
| 105274 | 33357 | 5838 | 0 | 0 | 0 | 0 | 0 | 20115 | 8340 | 131227 | 41697 | 0 | 0 |
| ANUJ GOEL | |||||||||||||
| 141626 | 0 | 17989 | 0 | 0 | 0 | 0 | 0 | 17219 | 0 | 176834 | 0 | 0 | 0 |
| DAVID SMITH | |||||||||||||
| 139477 | 0 | 2813 | 0 | 0 | 0 | 0 | 0 | 17021 | 0 | 159311 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental nonqualified retirement plan | Identifier |
| Return Reference | Schedule J, Part I, Line 4b | ReturnReference |
| Explanation | The following participated in a 457(F) plan - $120,925: Patricia Lynn Nicholas | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Robert Gibbons | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Former Key Employee | Relationship |
| Amount Of Transaction | 18334 | AmountOfTransaction |
| Description Of Transaction | Consulting for grassroots | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, SECTION A, Line 4 | Included statutory protection for trustees to the Articles of Organization. | |
| Form 990, Part VI, SECTION A, Line 6 | The Organization has dues paying members. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MHA HOLDS A GOVERNANCE COMMITTEE MEETING EACH YEAR TO DEVELOP A LIST OF OFFICERS WHO ARE PRESENTED TO THE ANNUAL MEMBERSHIP MEETING (WHICH IS HELD IN JUNE) FOR VOTING OF THE MHA BOARD OF TRUSTEES FOR EACH YEAR. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY CHANGES TO THE MHA BYLAWS OR CORPORATE GOVERNANCE DOCUMENTS MUST BE APPROVED AT THE ANNUAL MEMBERSHIP MEETING HELD IN JUNE OF EACH YEAR. OTHER CHANGES TO CORPORATE POLICIES AND PROCEDURES ARE APPROVED BY THE BOARD OR OTHER GOVERNANCE COMMITTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED BY THE ORGANIZATION'S TAX SERVICE PROVIDER WITH INFORMATION PROVIDED BY THE CONTROLLER. THE FORM WAS REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND GENERAL COUNSEL PRIOR TO BEING PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE REVIEWED THE FORM 990 IN DETAIL AND APPROVED FOR SUBMISSION TO THE INTERNAL REVENUE SERVICE. PRIOR TO THE FINAL FORM BEING ELECTRONICALLY SUBMITTED TO THE INTERNAL REVENUE SERVICE, A COPY WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ASSOCIATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS INCLUDED IN THE ASSOCIATION'S POLICIES AND PROCEDURES MANUAL WHICH IS UPDATED AND DISSEMINATED TO EMPLOYEES AND TRUSTEES ANNUALLY. AT THE START OF EACH FISCAL YEAR, THE SENIOR DIRECTOR OF HUMAN RESOURCES OF THE ORGANIZATION REQUIRES THAT EACH KEY EMPLOYEE, OFFICER, AND TRUSTEE COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION'S COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS AN INDEPENDENT COMMITTEE THAT DOES NOT HAVE ANY CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION PAID TO THE ORGANIZATION'S EXECUTIVES. THIS COMMITTEE REVIEWS THE CHIEF EXECUTIVE OFFICER'S ANNUAL GOALS AND PERFORMANCE. THE COMMITTEE SETS AND APPROVES THE COMPENSATION PACKAGE OF THE CHIEF EXECUTIVE OFFICER EACH YEAR. THE COMMITTEE HIRES A COMPENSATION CONSULTING FIRM TO PROVIDE EXPERTISE AND GUIDANCE REGARDING COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PEOPLE IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR SIZED ORGANIZATIONS, AND PERIODIC UPDATES AS PRUDENT. THE COMPENSATION REVIEW IS AN ANNUAL PROCESS AND IS DOCUMENTED EACH YEAR IN THE COMPENSATION COMMITTEE MINUTES, IN WHICH THE DELIBERATION AND DECISION REGARDING THE COMPENSATION ARRANGEMENT FOR THE CEO IS RECORDED. THE COMPENSATION COMMITTEE REPORTS ON ITS MEETINGS AND ACTIONS TO THE FULL BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 15B | THE ORGANIZATION'S COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS AN INDEPENDENT COMMITTEE THAT DOES NOT HAVE ANY CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION PAID TO THE ORGANIZATION'S EXECUTIVES. THIS COMMITTEE REVIEWS THE CHIEF EXECUTIVES OFFICER'S KEY EMPLOYEE COMPENSATION RECOMMENDATIONS. ON A BIENNIAL BASIS, THE COMMITTEE HIRES A COMPENSATION CONSULTING FIRM TO PROVIDE EXPERTISE AND GUIDANCE REGARDING COMPARABLE COMPENSATION DATA FOR SIMILARLY QUALIFIED PEOPLE IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR SIZED ORGANIZATIONS, AND PERIODIC UPDATES AS PRUDENT. THE COMPENSATION REVIEW IS DOCUMENTED IN THE COMPENSATION COMMITTEE MINUTES, IN WHICH THE DELIBERATION AND DECISION REGARDING THE COMPENSATION ARRANGEMENT FOR KEY EMPLOYEES IS RECORDED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5 | RECONCILIATION OF NET ASSETS LOSS ON INTEREST RATE SWAPS (42,834) UNREALIZED GAIN ON INVESTMENTS 610,674 SUBSIDIARY EARNINGS 118,037 TOTAL 685,877 | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:PATRICIA NOGA TITLE:VP CLINICAL AFFAIRS HOURS:15 | FORM 990 PART VII |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| MA HOSPITAL RESEARCH ED ASSOCIATION | ||||||||||
| 5 NEW ENGLAND EXECUTIVE PARK | BURLINGTON | MA | 01803 | 237039401 | EDUCATION | MA | 501(C)(3) | 9 | MHA | true |
| NEW ENGLAND HEALTHCARE ASSEMBLY INC | ||||||||||
| 5 NEW ENGLAND EXECUTIVE PARK | BURLINGTON | MA | 01803 | 237418007 | SUPPORT | MA | 501(C)(3) | 7 | MHA | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MHA INSURANCE AGENCY INC | |||||||||||
| 5 NEW ENGLAND EXECUTIVE PARK | BURLINGTON | MA | 01803 | 042915488 | INSURANCE AGENCY | MA | MHA SUBHOLD | C CORP | 963844 | 306701 | 1.00000 |
| MHA SUBHOLD INC | |||||||||||
| 5 NEW ENGLAND EXECUTIVE PARK | BURLINGTON | MA | 01803 | 042986641 | HOLDING COMPANY | MA | MHA | C CORP | 118037 | 283508 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | 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 | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (10 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| MHAIA | ||
| K | 193004 | FMV |
| MHAIA | ||
| P | 28000 | CASH |
| MHAIA | ||
| A | 50700 | FMV |
| MHAIA | ||
| R | 137600 | FMV |
| MHAIA | ||
| Q | 142160 | CASH |
| MHREA | ||
| K | 108284 | FMV |
| MHREA | ||
| R | 326895 | CASH |
| MHA SUBHOLD | ||
| R | 118036 | CASH |
| MHA SUBHOLD | ||
| Q | 118037 | CASH |
| NEHA | ||
| Q | 1530 | CASH |
Comments