2013-02-13T10:44:35-06:00 2012-08-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2011-09-01 450484533 HEALTH LEADS INC HEAL 6173913633 2 OLIVER STREET 10TH FLOOR BOSTON MA 02109 REBECCA ONIE 6173913633 2013-01-17 1 THOMAS A WASHBURN P00537319 5083669100 2013-01-17 2011 2016-03-07 17:11:31Z SARAH DITROIA 2 OLIVER STREET 10TH FLOOR BOSTON MA 02109 7127392 0 X WWW.HEALTHLEADSUSA.ORG X 2003 MA HEALTH LEADS ENVISIONS A HEALTHCARE SYSTEM THAT ADDRESSES ALL PATIENTS' BASIC RESOURCE NEEDS AS A STANDARD PART OF QUALITY CARE. HEALTH LEADS' MISSION IS TO CATALYZE THIS HEALTHCARE SYSTEM BY CONNECTING PATIENTS WITH THE BASIC RESOURCES THEY NEED TO BE HEALTHY, AND IN DOING SO, BUILD LEADERS WITH THE CONVICTION AND ABILITY TO CHAMPION QUALITY CARE FOR ALL PATIENTS. 11 10 59 927 0 0 7002446 6331852 0 706384 20122 89156 -5751 0 7016817 7127392 0 0 0 0 3235957 4647123 0 0 785210 1444793 1804535 4680750 6451658 2336067 675734 13511928 13946092 382564 213994 13129364 13732098 X HEALTH LEADS ENVISIONS A HEALTHCARE SYSTEM THAT ADDRESSES ALL PATIENTS' BASIC RESOURCE NEEDS AS A STANDARD PART OF QUALITY CARE. HEALTH LEADS' MISSION IS TO CATALYZE THIS HEALTHCARE SYSTEM BY CONNECTING PATIENTS WITH THE BASIC RESOURCES THEY NEED TO BE HEALTHY, AND IN DOING SO, BUILD LEADERS WITH THE CONVICTION AND ABILITY TO CHAMPION QUALITY CARE FOR ALL PATIENTS. 0 0 4387156 706384 IN CLINICS WHERE HEALTH LEADS OPERATES, PHYSICIANS CAN "PRESCRIBE" FOOD, HOUSING, OR OTHER CRITICAL RESOURCES - JUST AS THEY WOULD MEDICATION. PATIENTS TAKE THEIR PRESCRIPTIONS TO THE CLINIC WAITING ROOM, WHERE HEALTH LEADS' RIGOROUSLY TRAINED COLLEGE VOLUNTEERS CONNECT THEM TO THESE RESOURCES. DURING THE 2012 TAX YEAR, HEALTH LEADS' CORPS OF 927 VOLUNTEERS ASSISTED 32,100 CHILDREN AND ADULTS WITH ACCESSING THE RESOURCES THEY NEED TO BE HEALTHY, IN BOSTON, PROVIDENCE, NEW YORK, BALTIMORE, WASHINGTON, D.C., AND CHICAGO. 4387156 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 59 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA NY RI IL MD X X VICTORIA JALAL 6178618024 2 OLIVER STREET 10TH FLOOR BOSTON MA 02109 REBECCA ONIE 40.00 X X 125529 0 28304 MICHAEL BLAU 1.50 X X 0 0 0 LARRY COHEN 0.50 X 0 0 0 SUSAN DONAHUE 0.50 X X 0 0 0 MARK EDWARDS 0.50 X 0 0 0 ELIZA GREENBERG 0.50 X 0 0 0 JUDITH KURLAND 0.50 X 0 0 0 SARAH LUKAS 2.00 X X 0 0 0 JOHN MANDILE 0.50 X X 0 0 0 LAURA SAMBERG 0.50 X 0 0 0 SANDY STONESIFER 0.50 X 0 0 0 ALEXANDRA QUINN 40.00 X 142922 0 25449 SARAH DITROIA 40.00 X 139423 0 23187 ALIINA HIRSSCHOFF 40.00 X 104249 0 2938 512123 0 79878 4 0 1 1 THE HARWICH GROUP LLC 48 HARWICH ROAD PROVIDENCE RI 02906 RECRUITMENT/ CREATE BUSINESS CASE 361991 DEVELOPMENT GUILD 233 HARVARD STREET SUITE 107 BROOKLINE MA 02446 RECRUITMENT/ DEVELOPMENT ASSESSMENT 254807 2 6331852 6331852 PROGRAM REVENUE 900099 706384 706384 706384 89156 89156 7127392 706384 0 89156 X 853591 458039 188306 207246 2959236 2105844 577048 276344 582529 420217 78732 83580 251767 176313 37336 38118 26600 26600 748521 529415 142364 76742 639 399 240 237037 125379 94009 17649 170854 93372 38741 38741 286142 237982 28513 19647 157009 134665 19963 2381 22349 16538 3352 2459 8457 8457 STIPENDS 63985 63985 REPAIRS AND MAINTENANCE 34149 34149 MISCELLANEOUS 17989 10240 1722 6027 BAD DEBT 15626 15626 15178 14768 410 6451658 4387156 1279292 785210 1010896 1274557 3021416 2517029 9077986 9436213 4983 24840 118067 39392 52054 78675 77000 512521 267593 102257 13511928 13946092 337917 189174 24820 44647 0 382564 213994 X 1257494 1578178 11871870 12153920 13129364 13732098 13511928 13946092 X 675734 -73000 X X 0 1 1 X 0 X 1524891 4003194 10129886 6942446 6331852 28932269 1524891 4003194 10129886 6942446 6331852 28932269 10061962 18870307 211 1194 1896 20122 89156 112579 110 843 -5751 -4798 29040050 0.64980 0.76230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118067 39392 78675 78675 7127392 6451658 675734 -73000 -73000 602734 10093222 -73000 3038830 2965830 7127392 0 7127392 9490488 3038830 3038830 6451658 0 6451658 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: HEALTH LEADS FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD UNDER U.S. GAAP, WHICH REQUIRES HEALTH LEADS TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF AUGUST 31, 2012, HEALTH LEADS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. HEALTH LEADS FILES INFORMATIONAL RETURNS IN THE UNITED STATES (FEDERAL) AND VARIOUS STATE JURISDICTIONS. THESE RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE LAST THREE YEARS. HEALTH LEADS DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. X X X 0 0 0 0 0 0 0 0 0 REBECCA ONIE 125529 0 0 0 0 0 5147 0 23157 0 153833 0 0 0 ALEXANDRA QUINN 142922 0 0 0 0 0 4488 0 20961 0 168371 0 0 0 SARAH DITROIA 139423 0 0 0 0 0 5351 0 17836 0 162610 0 0 0 SUPPLEMENTAL INFORMATION PART III THE CEO RECEIVED COMPENSATION TOTALING, $76,963, FROM BOSTON MEDICAL CENTER IN 2011. FORM 990, PART VI, SECTION B, LINE 11 THE FEDERAL FORM 990 IS REVIEWED BY MANAGEMENT, THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE, AND THEN REVIEWED AND APPROVED BY THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED AT LEAST ONCE PER YEAR TO DISCLOSE ANY CONFLICTS OF INTEREST AT A BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COMPENSATION COMMITTEE RESEARCHED MARKET SALARIES FOR THE EXECUTIVE TEAM. COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR WAS PROPOSED BY THE BOARD CHAIR AND APPROVED BY THE BOARD COMPENSATION COMMITTEE AND DOCUMENTED IN COMMITTEE MINUTES. COMPARATIVE SALARY STUDIES WERE PERFORMED FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 PROVIDED UPON REQUEST SUPPORTING SERVICES DURING TAX YEAR 2011, HEALTH LEADS BEGAN ITS PROGRAM EXPANSION PHASE BY HIRING MANAGEMENT PERSONNEL AS SUCH, GENERAL AND ADMINISTRATIVE COSTS WERE UNUSUALLY HIGH. HEALTH LEADS WILL SIGNIFICANTLY BE INCREASING ITS PROGRAM BASE DURING TAX YEAR 2012 AS PART OF ITS STRATEGIC PLAN. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -73,000. FORM 990, PART XI, LINE 2C HEALTH LEADS HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.