2013-06-28T09:20:04-05:00 2012-12-31 042684828 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 990 2012-01-01 222581863 HEALTH MANAGEMENT SERVICES INC HEAL 7815982454 210 MARKET STREET LYNN MA 01901 SHAWN POTTER 7815982454 2013-06-24 1 ALAN GAROFALO P00744592 6177427788 2012 2016-02-24 21:20:13Z SHAWN POTTER 210 MARKET STREET LYNN MA 01901 2784665 0 X HTTP://ALLCARE.ORG X 1985 MA CHARITABLE - COORDINATION AND SUPPORT OF HOME HEALTH SERVICES. 11 11 9 0 0 0 0 0 2777156 2797220 0 0 -12002 -12555 2765154 2784665 0 0 0 0 1514006 1511636 0 0 0 1388717 1382600 2902723 2894236 -137569 -109571 2954102 3570898 4616173 5342540 -1662071 -1771642 THE PROVISION OF MANAGEMENT AND ORGANIZATIONAL SUPPORT SERVICES TO SEVEN AFFILIATES THAT PROVIDE A FULL RANGE OF HOME HEALTH AND RESTORATIVE THERAPY SERVICES. 0 0 2517541 2797220 THE PROVISION OF MANAGEMENT AND ORGANIZATIONAL SUPPORT SERVICES TO SEVEN AFFILIATES THAT PROVIDE A FULL RANGE OF HOME HEALTH AND RESTORATIVE THERAPY SERVICES. 2517541 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 15 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X DANIEL MEYLER 7812441100 210 MARKET STREET LYNN MA 01901 LOUIS FENTON 2.00 X 0 0 0 KEVIN BRANSFIELD 2.00 X 0 0 0 DANIEL CLASBY 2.00 X 0 0 0 ROBERT ALLISON 2.00 X 0 0 0 KENNETH HARDING 2.00 X 0 0 0 KENNETH ELLIS 2.00 X 0 0 0 JAMES SMITH 2.00 X 0 0 0 CHARLES POWERS 2.00 X 0 0 0 RONALD PLOTKA 2.00 X 0 0 0 WILLIAM FROST 2.00 X 0 0 0 THOMAS ROGERS 2.00 X 0 0 0 SHAWN F POTTER 37.50 X 307733 0 123819 DANIEL MEYLER 37.50 X 145569 0 19207 CHERYL TARRANT 37.50 X 150175 0 8199 JO-MARY KOOPMAN 37.50 X 187484 0 20182 JAMES MURPHY 37.50 X 117067 0 19178 908028 0 190585 5 0 1 0 MCKESSON BOX 98347 CHICAGO IL 60693 IT CONSULTING 312657 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 ACCOUNTING SERVICES 115620 2 MANAGEMENT SERVICE REV 541610 2797220 2797220 2797220 INVESTMENT IN AFFILIAT 900003 -12555 -12555 -12555 2784665 2797220 0 -12555 962368 962368 275617 275617 24360 24360 180863 180863 68428 68428 5525 5525 105156 105156 46045 46045 67527 67527 334105 334105 19176 19176 3175 3175 123260 123260 21166 21166 114381 114381 342556 342556 MISCELLANEOUS EXPENSES 82049 82049 PARKING 38974 38974 MOVING EXPENSES 33010 33010 STAFF FUNCTIONS 29182 29182 17313 17313 2894236 2517541 376695 0 21553 9018 22303 6452 136963 161259 1024899 1004380 45955 20519 2727328 3373650 2954102 3570898 375313 439081 4240860 4903459 4616173 5342540 X -1662071 -1771642 -1662071 -1771642 2954102 3570898 -109571 0 X 0 1 X 1 0 X X 0 0 0 ALL CARE VNA OF GREATER LYNN INC 042214847 9 1 1 1 0 ALL CARE RESOURCES INC 042805564 9 1 1 1 0 ALL CARE HOSPICE INC 352231860 9 1 1 1 0 ALL CARE ADULT DAY HEALTH CENTER INC 760799712 9 1 1 1 0 THE VISITING NURSE ASSOCIATION FOUNDATION INC 222581936 11 1 1 1 0 5 0 0 0 0 0 0 0 0 0 1 46045 46045 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: JAMES SMITH, AN INTERESTED PERSON, AS DISCLOSED ON SCHEDULE L, WAS PAID $20,000 TO HANDLE GOVERNMENT RELATIONS ISSUES. VARIOUS FIRMS WERE PAID A TOTAL OF $26,045 TO HANDLE OTHER GOVERNMENT RELATIONS ISSUES. 1024899 1004380 20519 20519 GOODWILL 565924 DUE FROM AFFILIATES 2137980 457F ASSET 230425 RIVERSOURCE LIFE ANNUITY 439321 3373650 DUE TO AFFILIATES 4181778 457F LIABILITY 230425 INVESTMENT IN AFFILIATES 51935 RETIREMENT PLAN OBLIGATION 439321 4903459 X 2784665 0 2784665 0 2784665 2894236 0 2894236 0 2894236 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: HEALTH MANAGEMENT SERVICES, INC. IS EXEMPT FROM INCOME TAX ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION ANNUALLY EVALUATES ITS TAX STATUS AND TAX POSITIONS TAKEN WITH RESPECT TO ITS OPERATIONS AND FINANCIAL POSITION. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 SHAWN F POTTER 302068 0 0 0 5665 0 100000 0 23819 0 431552 0 0 0 DANIEL MEYLER 139306 0 0 0 6263 0 0 0 19207 0 164776 0 0 0 CHERYL TARRANT 146305 0 0 0 3870 0 0 0 8199 0 158374 0 0 0 JO-MARY KOOPMAN 182379 0 0 0 5105 0 0 0 20182 0 207666 0 0 0 PART I, LINE 4B THE ORGANIZATION'S PRESIDENT/CEO SHAWN POTTER PARTICIPATES IN A SUPPLMENTAL NON-QUALIFIED RETIREMENT PLAN. DEFERRED COMPENSATION REPORTED FOR YEAR ENDED DECEMBER 31,2012 WAS $100,000 JAMES SMITH SITS ON THE BOARD OF HEALTH MANAGEMENT SYSTEMS 20000 HEALTH MANAGEMENT SERVICES PAID SMITH, SEGEL & RUDDOCK FOR LOBBYING EXPENSES DURING 2012. 0 KEVIN BRANSFIELD SITS ON THE BOARD OF HEALTH MANAGEMENT SYSTEMS 17970 HEALTH MANAGEMENT SERVICES PAID KEVIN BRANSFIELD FOR CONSULTING SERVICES DURING 2012. 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY AT THE HMS, INC. EXECUTIVE COMMITTEE MEETING BEFORE IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THROUGH ORIENTATION AND ANNUAL EDUCATION. ENFORCEMENT HAS NOT BEEN ISSUE, BUT WOULD OCCUR IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 ALL OFFICER AND KEY EMPLOYEE SALARIES ARE VOTED UPON AND APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATIONS'S FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST AND CAN ALSO BE FOUND ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE ALSO LOCATED AT THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. ALL CARE RESOURCES 210 MARKET STREET LYNN MA 01901 042805564 HEALTH SERVICES MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 ALL CARE VISITING NURSES ASSOCIATION OF GREATER LYNN INC 210 MARKET STREET LYNN MA 01901 042214847 HEALTH SERVICES MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 ALL CARE HOSPICE INC 210 MARKET STREET LYNN MA 01901 352231860 HEALTH SERVICES MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 ADULT DAY HEALTH CENTER INC 210 MARKET STREET LYNN MA 01901 760799712 HEALTH SERVICES MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 THE VISITING NURSE ASSOCIATION FOUNDATION 210 MARKET STREET LYNN MA 01901 222581936 DEVELOPMENT & FUNDRAISING MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 VNA VENTURES INC 210 MARKET STREET LYNN MA 01901 042942852 REAL ESTATE MANAGEMENT MA HEALTH MANAGEMENT SERVICES INC C -12555 926574 1.00000 0 ALL CARE INFUSION THERAPY COMPANY INC 210 MARKET STREET LYNN MA 01901 043120267 INVESTMENTS, HEALTH SERVICES MA VNA VENTURES INC C -175 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 0 0 0 ALL CARE RESOURCES INC L 361238 VNA FOUNDATION L 14088 ALL CARE HOSPICE INC L 273805 ALL CARE VENTURES L 11292 ALL CARE VISITING NURSE ASSOCIATION L 2136796 ALL CARE VENTURES P 2269 VNA FOUNDATION P 44195