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Yankee Alliance Supply Chain Cooperative Inc: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
Yankee Alliance Supply Chain Cooperative Inc (EIN 04-3027064)
Tax period
2011-07-01 to 2012-06-30
Filed
2013-05-01
IRS object ID
201331219349300618
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

FieldValueIRS element (for citing)
Timestamp2013-05-01T10:22:24-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN010523282EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Berry Dunn McNeil & Parker LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1100AddressLine1
CityPortlandCity
StateMEState
ZIP Code041041100ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043027064EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Yankee Alliance Supply Chain Cooperative IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlYANKNameControl
Phone9784702000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1138 River RoadAddressLine1
CityAndoverCity
StateMAState
ZIP Code018101083ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKeith HovanName
TitleTreasurerTitle
Phone9784702000Phone
Date Signed2013-04-16DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBarbara J McGuan CPAName
PTINP00219457PTIN
Phone2077752387Phone
Date Prepared2013-04-16DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJames OliverNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1138 River RoadAddressLine1
CityAndoverCity
StateMAState
ZIP Code018101083ZIPCode
FieldValueIRS element (for citing)
Gross Receipts12504676GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.yankeealliance.comWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1988YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionGroup purchasing activities for acute care providersActivityOrMissionDescription
Nbr Voting Members Governing Body9NbrVotingMembersGoverningBody
Nbr Independent Voting Members9NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year58891ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year12935694ProgramServiceRevenuePriorYear
Program Service Revenue CY12496064ProgramServiceRevenueCY
Investment Income Prior Year14125InvestmentIncomePriorYear
Investment Income Current Year8612InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year13008710TotalRevenuePriorYear
Total Revenue Current Year12504676TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year7761453OtherExpensePriorYear
Other Expenses Current Year7271633OtherExpensesCurrentYear
Total Expenses Prior Year7761453TotalExpensesPriorYear
Total Expenses Current Year7271633TotalExpensesCurrentYear
Revenues Less Expenses Prior Year5247257RevenuesLessExpensesPriorYear
Revenues Less Expenses CY5233043RevenuesLessExpensesCY
Total Assets BOY7890247TotalAssetsBOY
Total Assets EOY9144724TotalAssetsEOY
Total Liabilities BOY5279156TotalLiabilitiesBOY
Total Liabilities EOY6500590TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2611091NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2644134NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionCo-operative hospital service organization that provides group purchasing services to nonprofit acute health care providers.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change1SignificantChange
Expense5459317Expense
Revenue12496064Revenue
DescriptionHospital Group Purchasing - The group purchasing programs offered by Yankee Alliance Supply Chain Cooperative, Inc. provides patron-hospitals access to a wide range of portfolio options including but not limited to negotiated contracts for the purchase of food, pharmaceuticals, and medical/surgical products.During the fiscal year ended June 30, 2012, patron-hospitals were able to document contract-related savings of $25,491,789 plus an additional $2,779,450 of contract related savings for implementation in the fiscal year ended June 30, 2013.Description
Total Program Service Expense5459317TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
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 Organizations0GrantsToOrganizations
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 Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
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 Members9NbrVotingGoverningBodyMembers
Number Independent Voting Members9NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
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
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1James Oliver PresidentBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9784702000TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1138 River RoadAddressLine1
CityAndoverCity
StateMAState
ZIP Code01810ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
Norman Dascher
Past Chairman0.50XX000
Dale Lodge
Chairman0.50XX000
David Kruczlnicki
Vice Chairman0.50XX000
Steve Guimond
Director0.50X000
Keith Hovan
Treasurer0.50XX000
David Lincoln
Director0.50X000
Paul Milton
Director0.50X000
Christopher O'Connor
Director0.50X000
David Phelps
Director0.50X000
Richard Silveria
Director0.50X000
James Oliver
President, Clerk24.00X045554932128
Charles Manning
Senior VP of Finance36.00X023784931299
John Evans
VP of Pharmacy Svcs.40.00018271627998X
Cathy Spinney
Senior VP of Member Svcs.24.00021671230217X
Thomas Wright
Senior VP of Operations Improvement0.10022557830371X
Jody Daniels
Senior VP of Corp. Svcs.36.00022823029529X
Richard Berkman
Senior VP of Operations Improvement0.10022708729108X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1773721TotalReportableCompFrmRltdOrgs
Total Other Compensation210650TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Yankee Alliance IncBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1138 River RoadAddressLine1
CityAndoverCity
StateMAState
ZIP Code01810ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesManagement ServicesDescriptionOfServices
Compensation4785060Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Group Purchasing9000991237245812372458
Annual Meeting Income900099123606123606
FieldValueIRS element (for citing)
Total Program Service Revenue12496064TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column8612TotalRevenueColumn
Exclusion$8,612ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column12504676TotalRevenueColumn
Related Or Exempt Function Income12496064RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$8,612ExclusionAmount

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total383745Total
Program Services288104ProgramServices
Management And General95641ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total22507Total
Management And General22507ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total16117Total
Management And General16117ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3646511Total
Program Services2127609ProgramServices
Management And General1518902ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total5272Total
Management And General5272ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total109642Total
Program Services81802ProgramServices
Management And General27840ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total15018Total
Program Services9011ProgramServices
Management And General6007ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total145190Total
Program Services86040ProgramServices
Management And General59150ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total106724Total
Program Services101071ProgramServices
Management And General5653ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total151143Total
Program Services144204ProgramServices
Management And General6939ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total89228Total
Program Services53537ProgramServices
Management And General35691ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total14509Total
Program Services8705ProgramServices
Management And General5804ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Expense Reimbursement14852351485235
Membership Fees10458331045833
Bad Debt Expense1950019500
Training1444486665778

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total1015Total
Management And General1015ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total7271633Total
Program Services5459317ProgramServices
Management And General1812316ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2295388BOY
EOY4136222EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1574837BOY
EOY1583449EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3702062BOY
EOY3345222EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY66075BOY
EOY79831EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY251885BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7890247BOY
EOY9144724EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY959156BOY
EOY648279EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY4320000BOY
EOY5852311EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY5279156BOY
EOY6500590EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2611091BOY
EOY2644134EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2611091BOY
EOY2644134EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7890247BOY
EOY9144724EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses5233043ReconcilationRevenueExpenses
Reconcilation Other Changes-5200000ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Distributions Payable$5,200,000
Due to Affiliates$652,311
FieldValueIRS element (for citing)
Total Of Amounts5852311TotalOfAmounts
Total Revenue12504676TotalRevenue
Total Expenses7271633TotalExpenses
Excess Or Deficit For Year5233043ExcessOrDeficitForYear
Other-$5,200,000OtherAmount
Total Adjustments-5200000TotalAdjustments
Excess Or Deficit Per FS33043ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt12504676TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal12504676RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99012504676TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt7271633TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal7271633ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9907271633TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
ExplanationPart XI, Line 8 - Other Adjustments: Distributions to Members: -$5,200,000Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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 (7 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
James Oliver
03194920247600111297011025021103048767700
Charles Manning
020315001638701831209999021300026914800
John Evans
01676580137570130107677020321021071400
Cathy Spinney
0201024015237045109124021093024692900
Thomas Wright
020968201586902709479020892025594900
Jody Daniels
017687701602103533209705019824025775900
Richard Berkman
02040900202370276009265019843025619500

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSupplemental InformationIdentifier
Return ReferencePart IIIReturnReference
ExplanationThe Organization has no employees, and does not pay compensation to its officers and directors. The Organization's president is the CEO of Yankee Alliance, LLC and is compensated by Yankee Alliance, LLC for services performed as an employee of that organization. The CEO's salary is reviewed annually and also compared to a market survey performed by an outside firm, and is geared toward the 50th percentile. The CEO's salary is determined by the compensation committee of the board of directors of Yankee Alliance, LLC.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (13 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Changes in Program ServicesForm 990, Part III, line 3Two of the Organization's program activities -- Hospital Supply Chain Analytics Services, and Hospital Breakthrough Series Collaborative are now conducted through Yankee Alliance, LLC, a related organization.
Form 990, Part VI, Section A, line 6Membership consists of certain hospitals which are described in Section 501(c)(3) of the Internal Revenue Code which are exempt from taxation under Section 501(a) of the Internal Revenue Code; a hospital which is a constituent part of an organization described in Section 501(c)(3) of the Internal Revenue Code which is exempt from taxation under Section 501(a) of the Internal Revenue Code and which, if organized and operated as a separate entity, would constitute an organization described in Section 501(c)(3) of the Internal Revenue Code; and hospitals that are owned and operated by the United States, a State, or a political subdivision or an agency or instrumentality of any of the foregoing.
Form 990, Part VI, Section A, line 7aClass A members have the right to designate and appoint one individual to serve as a director.
Form 990, Part VI, Section B, line 11Form 990 is reviewed internally by the Organization's Financial Analyst, Senior Vice President of Finance and CEO. The return is compared to the current year audited financial statements, internal data and prior year tax return to insure that the information to be filed is complete and accurate. After the internal review is complete the return is forwarded to legal counsel for their review. Once the internal and legal review is complete the tax return is provided to all board members with the final review and approval resting with the Board Officers. Once the tax return is approved the Treasurer will sign and have the return filed electronically by the Organization's tax preparer.
Form 990, Part VI, Section B, line 12cYankee Alliance Supply Chain Cooperative, Inc. monitors and enforces compliance with the Organization's conflict of interest policy by providing board members with a conflict of interest statement for their review and signature. If a conflict does exist the board member is required to disclose that conflict in the disclosure section of the document. Conflict of interest statements are presented to the board members at the Organization's annual meeting in October. The Organization monitors and enforces the conflict of interest policy by including a standing agenda item asking board members to self-disclose any conflicts of interest that may have arisen since the last disclosure document was signed.
Form 990, Part VI, Section B, line 15The Organization has no employees, and does not pay compensation to its officers and directors. Beginning January 1, 2012, the Organization went through a corporate restructure and all employees are now paid by Yankee Alliance, LLC. Currently, the Organization's president is the CEO of Yankee Alliance, LLC and is compensated by Yankee Alliance, LLC for services performed as an employee of that organization. The CEO's salary is reviewed annually and also compared to a market survey performed by an outside firm, and is geared toward the 50th percentile. The CEO's salary is determined by the compensation committee of the board of directors of Yankee Alliance, LLC. Prior to the corporate restructure, the Organization's president was the CEO of Yankee Alliance, Inc. and was compensated by Yankee Alliance, Inc. for the services performed as an employee of that organization.
Form 990, Part VI, Section C, line 19The conflict of interest policy is available to the public on the Organization's website and upon request. Financial statements and governing documents are available to the public upon request and through the Office of the Attorney General of Massachusetts.
Changes in Net Assets or Fund Balances:Form 990, Part XI, line 5:Distributions to Members -5,200,000. Total to Form 990, Part XI, Line 5: -5,200,000.
Oversight of AuditForm 990: Part XI, Line 2c:The process of overseeing the financial statement audit and selection of the independent accounting firm has not changed from the prior year.
Form 990, Part IXYankee Alliance Supply Chain Cooperative Inc. pays a management fee to Yankee Alliance Inc. and Yankee Alliance, LLC for services rendered as well as occupancy, office and other administrative costs. The management fee is determined by Yankee Alliance, Inc's and Yankee Alliance LLC's actual costs. In addition Yankee Alliance Supply Chain Cooperative Inc. pays a membership fee to Yankee Alliance Inc. for services such as educational, networking, benchmarking and collaborative activities that foster sharing best practices and learning innovative approaches to hospital operations and performance improvement, leading to transformative changes in understanding and actions. The membership fee is determined by Yankee Alliance, Inc's actual other costs related to membership services.
Schedule A, Page 1 Line 3:The entity is not licensed by the state as a hospital; therefore Schedule H is not applicable.
Relation to Yankee Alliance, LLCSchedule R, Page 2, Part III:The founding members of Yankee Alliance Supply Chain Cooperative, Inc. are all, and the only, partners in Yankee Alliance, LLC.
Allocation of Hours Worked990, Part VII, Section A:The employees listed on Form 990, Part VII, Section A are paid by Yankee Alliance, Inc. through December 31, 2011. Beginning January 1, 2012 the Organization went through a corporate restructure and now employees are paid by Yankee Alliance, LLC. However, their time is allocated between Yankee Alliance, Yankee Alliance Supply Chain Cooperative Inc., and Yankee Alliance, LLC. In addition, the employing entity is reimbursed for the services performed. All employees work 40 hours per week, allocated as follows: James Oliver: Yankee Alliance: 4 hours/week Yankee Alliance Supply Chain Cooperative Inc.: 24 hours/week Yankee Alliance, LLC: 12 hours/week Charles Manning: Yankee Alliance: 2 hours/week Yankee Alliance Supply Chain Cooperative Inc.: 36 hours/week Yankee Alliance, LLC: 2 hours/week Richard Berkman: Yankee Alliance: 40 hours/week John Evans: Yankee Alliance Supply Chain Cooperative Inc.: 40 hours/week Cathy Spinney: Yankee Alliance Supply Chain Cooperative Inc.: 24 hours/week Yankee Alliance, LLC: 16 hours/week Thomas Wright: Yankee Alliance, LLC: 40 hours/week Jody Daniels: Yankee Alliance: 2 hours/week Yankee Alliance Supply Chain Cooperative Inc.: 36 hours/week Yankee Alliance, LLC: 2 hours/week

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Yankee Alliance IncBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1138 River RoadAddressLine1
CityAndoverCity
StateMAState
ZIP Code018101083ZIPCode
FieldValueIRS element (for citing)
EIN222561879EIN
Primary ActivitiesKnowledge TransferPrimaryActivities
Legal Domicile StateMALegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity StatusLine 9PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1Yankee Alliance LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1138 River RoadAddressLine1
CityAndoverCity
StateMAState
ZIP Code018101083ZIPCode
FieldValueIRS element (for citing)
EIN300486661EIN
Primary ActivityGroup Purchasing ServicesPrimaryActivity
Legal Domicile StateDELegalDomicileState
Direct Controlling Entity NAN/ADirectControllingEntityNA
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 Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org1LoansOrGuaranteesFromOtherOrg
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 Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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