POINT32HEALTH FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- POINT32HEALTH FOUNDATION INC (EIN 26-1374263)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201333189349307898
- Schema version
- 2012v2.1
- Note
- A later return for the same period supersedes this one.
- 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 | 2013-11-14T19:09:24-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE STE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261374263 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tufts Health Plan Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % UMESH KURPAD | InCareOfName |
| Name Control | TUFT | NameControl |
| Phone | 6179729400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 024721508 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | UMESH KURPAD | Name |
| Title | SVP & CFO | Title |
| Date Signed | 2013-11-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | James Roosevelt Jr | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Mount Auburn Street | AddressLine1 |
| City | Watertown | City |
| State | MA | State |
| ZIP Code | 024721508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3606293 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.TUFTSHEALTHPLANFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION'S MISSION IS TO PROMOTE HEALTHY LIFESTYLES AND THE DELIVERY OF QUALITY HEALTHCARE IN OUR COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 15150000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 87500 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3038558 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1458852 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18188558 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1546352 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2931918 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2895641 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 401538 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 432182 | 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 | 540984 | OtherExpensePriorYear |
| Other Expenses Current Year | 687424 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3874440 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4015247 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 14314118 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2468895 | RevenuesLessExpensesCY |
| Total Assets BOY | 72206529 | TotalAssetsBOY |
| Total Assets EOY | 70606237 | TotalAssetsEOY |
| Total Liabilities BOY | 137083 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 201031 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 72069446 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 70405206 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3221337 | Expense |
| Grants | 2589141 | Grants |
| Revenue | 0 | Revenue |
| Description | See Schedule O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 272474 | Expense |
| Grants | 219000 | Grants |
| Revenue | 0 | Revenue |
| Description | See Schedule O | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 87500 | Expense |
| Grants | 87500 | Grants |
| Revenue | 0 | Revenue |
| Description | See Schedule O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3581311 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | 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 | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | 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 | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | 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 | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | NL | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | 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 | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | UMESH KURPAD | NamePerson |
| Telephone Number | 6179729400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 024721508 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JOHN BAACKES | ||||||||
| DIRECTOR (PART YEAR) | 1.0 | 0.0 | X | 1000 | 0 | 0 | ||
| DAVID GREEN | ||||||||
| DIRECTOR | 2.0 | 0.0 | X | 3000 | 18000 | 0 | ||
| JACKIE JENKINS-SCOTT | ||||||||
| DIRECTOR | 1.0 | 3.0 | X | 1500 | 30000 | 0 | ||
| VINCENT MOR | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | 1000 | 0 | 0 | ||
| THOMAS P O'NEILL III | ||||||||
| DIRECTOR | 4.0 | 2.0 | X | 2000 | 27000 | 0 | ||
| JAMES ROOSEVELT | ||||||||
| DIRECTOR | 2.0 | 48.0 | X | 0 | 1890084 | 227795 | ||
| GEORGE A RUSSELL JR | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | 1500 | 0 | 0 | ||
| BARBARA SHATTUCK KOHN | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | 2000 | 0 | 0 | ||
| STEVEN A TOLMAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | 0 | 0 | 0 | ||
| ELIZABETH A WALKER | ||||||||
| DIRECTOR | 1.0 | 0.0 | X | 1000 | 0 | 0 | ||
| DAVID ABELMAN ESQ | ||||||||
| DIRECTOR & PRESIDENT | 13.0 | 37.0 | X | 0 | 541881 | 47841 | X | |
| PATRICIA BLAKE | ||||||||
| DIRECTOR | 0.0 | 50.0 | X | 0 | 648028 | 44256 | ||
| LOIS CORNELL | ||||||||
| CLERK | 0.0 | 50.0 | 0 | 753967 | 44014 | X | ||
| ROLAND PRICE | ||||||||
| TREASURER | 5.0 | 45.0 | 0 | 300660 | 64742 | X | ||
| UMESH KURPAD | ||||||||
| CFO | 0.0 | 50.0 | 0 | 887888 | 113161 | X | ||
| ANNE MARIE BOURISQUOT-KING | ||||||||
| DIRECTOR-GRANTS & OPERATIONS | 50.0 | 0.0 | 0 | 148468 | 27780 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 13000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 5245976 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 569589 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | 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 |
| All Other Contributions | 87500 | AllOtherContributions |
| Total Contributions | 87500 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 831226 | TotalRevenueColumn |
| Exclusion | $831,226 | 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 |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2687567 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2059941 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 627626 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 627626 | TotalRevenueColumn |
| Exclusion | $627,626 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1546352 | TotalRevenueColumn |
| Exclusion | $1,458,852 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2895641 | Total |
| Program Services | 2895641 | ProgramServices |
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 | 13000 | Total |
| Program Services | 13000 | ProgramServices |
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 | 336769 | Total |
| Program Services | 336769 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18966 | Total |
| Program Services | 18966 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63447 | Total |
| Program Services | 63447 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 959 | Total |
| Management And General | 959 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32004 | Total |
| Management And General | 32004 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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 | 346893 | Total |
| Management And General | 346893 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203692 | Total |
| Program Services | 203692 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13050 | Total |
| Management And General | 13050 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 986 | Total |
| Program Services | 986 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15252 | Total |
| Management And General | 15252 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4615 | Total |
| Management And General | 4615 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18160 | Total |
| Program Services | 18160 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SOFTWARE DUES | 30650 | 30650 | |
| TRAINING | 15704 | 15704 | |
| ANNUAL REPORT | 2852 | 2852 | |
| BANK FEES | 636 | 636 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1971 | Total |
| Management And General | 1971 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4015247 | Total |
| Program Services | 3581311 | ProgramServices |
| Management And General | 433936 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8908434 | BOY |
| EOY | 952208 | 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 | 0 | BOY |
| EOY | 0 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63298095 | BOY |
| EOY | 69654029 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72206529 | BOY |
| EOY | 70606237 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78950 | BOY |
| EOY | 166248 | 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 | 0 | BOY |
| EOY | 0 | 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 | 0 | BOY |
| EOY | 0 | 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 | 58133 | BOY |
| EOY | 34783 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137083 | BOY |
| EOY | 201031 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72069446 | BOY |
| EOY | 70405206 | 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 | 72069446 | BOY |
| EOY | 70405206 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72206529 | BOY |
| EOY | 70606237 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -2468895 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 804655 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | false | FSAudited |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042674079 | EIN |
| Type Of Organization | 0 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
| General Explanation | NO MONETARY SUPPORT IS PROVIDED TO THE SUPPORTED ORGANIZATION. THE SUPPORTING ORGANIZATION (THE FOUNDATION) PERFORMS SERVICES FOR THE SUPPORTED ORGANIZATION WHICH ARE GRANTMAKING, PROGRAM SUPPORT AND EDUCATIONAL ACTIVITIES. FURTHER MONETARY SUPPORT IS NOT REQUIRED. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
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 | |
| Current Year Minus4 Years | CurrentYearMinus4Years | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POOLED INVESTMENTS | Description |
| Book Value | 69654029 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 69654029 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $34,783 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 34783 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 2004114 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 804655 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 804655 | RevenueNotRptdF990 |
| Revenue Subtotal | 1199459 | RevenueSubtotal |
| Investment Expenses Not Included | 346893 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 346893 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1546352 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3668354 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 3668354 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 346893 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 346893 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4015247 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ASC 740 (FKA FIN 48) FOOTNOTE | Identifier |
| Return Reference | SCHEDULE D, PART X, LINE 2 | ReturnReference |
| Explanation | IN 2012, THE AUDITED FINANCIAL STATEMENTS FOR THE FOUNDATION DID NOT DISCLOSE AN ASC 740 FOOTNOTE. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (78 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Action for Boston Community Development | |||||||
| 178 Tremont Street | Boston | MA | 02111 | 042304133 | 501(C)(3) | 55000 | The Good Life : A Healthy Living Club to Better He |
| AIDS Action Committee of Massachusetts | |||||||
| 75 Armory Street | Boston | MA | 02119 | 222707246 | 501(C)(3) | 40000 | Positive Aging/Lasting Strength (PALS) |
| All Out Adventures Inc | |||||||
| 184 Northampton St | EASTHAMPTON | MA | 01027 | 043559633 | 501(C)(3) | 20718 | Outdoor Recreation for Seniors |
| Alzheimers Disease & Related Disorders Assn | |||||||
| 311 Arsenal St | Watertown | MA | 024722782 | 042731194 | 501(C)(3) | 25000 | Support for Informal Caregivers of Persons with Al Diabetes |
| American Red Cross | |||||||
| 139 Main Street | Cambridge | MA | 02142 | 530196605 | 501(C)(3) | 20000 | Hurricane Sandy 2012 - Disaster Relief Alzheimers in MA |
| Atrius Health Foundation | |||||||
| 275 GROVE ST | AMERICAN CANYON | MA | 024662274 | 264517944 | 501(C)(3) | 57301 | Fall Prevention Training for Seniors At Risk |
| Available Potential Enterprises Ltd | |||||||
| PO Box 61 | Williamsburg | MA | 01096 | 042685501 | 501(C)(3) | 14504 | Williamsburg Intergenerational Gardening Program (Reaching out to Cambridge Seniors) |
| BayPath Elder Services Inc | |||||||
| 33 Boston Post Rd | Marlboro | MA | 017521867 | 042608708 | 501(C)(3) | 14672 | Healthy Aging Metrowest: Making Cultural Connectio |
| Boston Medical Center | |||||||
| 801 Massachusetts Ave | Boston | MA | 021182308 | 043314093 | 501(C)(3) | 23407 | A Matter of Balance: Managing Concerns about Falls |
| Brigham and Women's Hospital | |||||||
| 75 Francis Streeet | Boston | MA | 02115 | 042312909 | 501(C)(3) | 48416 | Southern Jamaica Plain Health Center Program for H |
| Brockton Neighborhood Health Center | |||||||
| 63 Main Street | Boston | MA | 02301 | 043165044 | 501(C)(3) | 45000 | Managing Chronic Diseases in Low-Income Elderly (Reaching Out to Cambridge Seniors) |
| Cambridge Community Foundation | |||||||
| 99 Bishop Allen Dr | Cambridge | MA | 02139 | 046012492 | 501(C)(3) | 10000 | Matching Grant Program: Healthy Aging R.O.C.S. (Re |
| Cape Cod Volunteers Inc | |||||||
| 27 Winter Street | Yarmouth Port | MA | 02675 | 510140462 | 501(C)(3) | 20000 | CCV Opportunity Centers Communities |
| Community Action Committee of Cape Cod | |||||||
| 115 ENTERPRISE RD | HYANNIS | MA | 026012212 | 042396835 | 501(C)(3) | 24085 | Caregiver Support Advisor Service for Wellness |
| Community Health Center of Cape Cod | |||||||
| 107 Commercial St | Mashpee | MA | 02649 | 043370560 | 501(C)(3) | 48500 | Case Management for Healthy Seniors |
| Community Health Charities of New England Inc | |||||||
| 30 Laurel Street | Hartford | CT | 061061361 | 066079596 | 501(C)(3) | 5090 | Workplace Giving 2012 |
| Community Health Programs Inc | |||||||
| 444 Stockbridge Rd | Great Barrington | MA | 012300030 | 042582119 | 501(C)(3) | 17000 | Senior Life History project |
| Cornerstone Adult Services Inc | |||||||
| 140 Warwick Neck Ave | Warwick | RI | 028895308 | 050429500 | 501(C)(3) | 11150 | Expansion of Enhanced Fall Prevention Program |
| Developmental Evaluation & Adjustment Fac | |||||||
| 215 Brighton Ave | Allston | MA | 021342013 | 042628350 | 501(C)(3) | 40000 | Healthy Lifestyles for Deaf Seniors to New Opportunities & Expanding the Encore Work Continuum |
| EDWARD M KENNEDY CNTR FOR STUDY | |||||||
| 400 Atlantic Ave | Boston | MA | 02110 | 020705535 | 501(C)(3) | 20000 | Planning Grant for Developing Healthcare Curriculu |
| Elder Services of Berkshire County Inc | |||||||
| 66 Wendell Ave | Pittsfield | MA | 012016306 | 042542001 | 501(C)(3) | 64078 | Healthy Aging, Healthy Living Curriculum |
| Elder Services of Merrimack Valley | |||||||
| 360 Merrimack St | Lawrence | MA | 01843 | 042545136 | 501(C)(3) | 45000 | The Healthy Ideas Program |
| Elder Services of Worcester Area Inc | |||||||
| 67 Millbrook St | Worcester | MA | 01606 | 042545221 | 501(C)(3) | 15000 | Healthy Aging (Evidence Based) Programs |
| Families First Parenting Programs Inc | |||||||
| 99 Bishop Allen Dr | Cambridge | MA | 021393428 | 043413397 | 501(C)(3) | 15000 | Grandparents Parenting Again |
| Family Service of Rhode Island | |||||||
| 55 Hope Street | Providence | RI | 02906 | 050258858 | 501(C)(3) | 44992 | Positive Aging And Living Program for Individuals |
| Franklin County Home Care Corporation | |||||||
| 330 Montague City Rd | Turners Falls | MA | 01376 | 042542539 | 501(C)(3) | 65000 | Take Steps to Healthy Aging |
| Friends of the Amesbury Council on Aging | |||||||
| 9 School Street | Amesbury | MA | 019132812 | 043297941 | 501(C)(3) | 58910 | Amesbury Caregiver Essentials (ACE) |
| FriendshipWorks | |||||||
| 105 Chauncey St Ste 801 | Boston | MA | 02111 | 043140541 | 501(C)(3) | 10000 | Friendly Visiting Program Municipal Wellness and Leadership Grant Initiative |
| Generations Incorporated | |||||||
| 25 KINGSTON ST | Boston | MA | 021112200 | 043227007 | 501(C)(3) | 40000 | Healthy Aging Initiative |
| Greater Providence YMCA | |||||||
| 371 PINE ST | Providence | RI | 02903 | 050258878 | 501(C)(3) | 45000 | Healthy, Safe, and Over 60: Programs for Older Adu Training and Education for Seniors |
| Health Resources in Action Inc | |||||||
| 95 Berkeley Street | Boston | MA | 02116 | 042229839 | 501(C)(3) | 25000 | Mass in Motion Municipal Wellness and Leadership G & Falls in Elders |
| Hearth Inc | |||||||
| 1640 Washington St | Boston | MA | 02118 | 043206820 | 501(C)(3) | 50000 | Housing as the Key to Healthy Aging |
| Hebrew SeniorLife | |||||||
| 1200 CENTRE ST | Boston | MA | 021311011 | 900183119 | 501(C)(3) | 138000 | Prevention Through Action: Culturally Inclusive Tr |
| ITN GREATER BOSTON INC | |||||||
| 34 Deloss St Fl 1 | Framingham | MA | 01702 | 451562608 | 501(C)(3) | 93944 | Transportation Services for Seniors and Visually I |
| Jewish Community Housing for the Elderly | |||||||
| 30 Wallingford Road | Brighton | MA | 021354708 | 422607197 | 501(C)(3) | 25000 | Generations Together |
| Jewish Family & Children's Service | |||||||
| 1430 MAIN ST | Waltham | MA | 024511623 | 422104356 | 501(C)(3) | 45000 | Aging Well at Home: A Community Based Health Initi |
| Jewish Vocational Service | |||||||
| 29 WINTER ST 5TH FL | Boston | MA | 021084799 | 422104357 | 501(C)(3) | 42000 | JVS ReServe Boston: Experience at Work Makes a Dif |
| Jumpstart for Young Children Inc | |||||||
| 308 Congress St | Boston | MA | 022101015 | 433262046 | 501(C)(3) | 60000 | Jumpstart Massachusetts Community Corps |
| Kit Clark Senior Services Inc | |||||||
| 1500 Dorchester Avenue | Boston | MA | 02122 | 460516856 | 501(C)(3) | 71156 | Fit-4-Life Community Life |
| Little Brothers-Friends of the Elderly | |||||||
| 3305 Washington St | Jamaica Plain | MA | 02130 | 042681294 | 501(C)(3) | 10000 | Intergenerational Matching, and supporting program |
| Longy School of Music | |||||||
| 27 Garden Street | Cambridge | MA | 02138 | 042130848 | 501(C)(3) | 7000 | Creative Aging Program for Seniors Interprofessional Collaboration |
| Massachusetts General Hospital Revere Cntr | |||||||
| 101 Huntington Ave | Boston | MA | 02199 | 041564655 | 501(C)(3) | 50000 | Senior Wellness Program |
| Merrimack Valley Food Bank | |||||||
| 725 Broadway Street | Lowell | MA | 018543129 | 223241609 | 501(C)(3) | 10000 | Mobile Pantry Program |
| Minuteman Senior Services | |||||||
| 24 3rd Avenue | Burlington | MA | 018034414 | 042587212 | 501(C)(3) | 32000 | Healthy Connections |
| Montachusett Opportunity Council | |||||||
| 133 Prichard St | Fitchburg | MA | 014207539 | 422401111 | 501(C)(3) | 30155 | Linking Initiatives for Vibrant Elders (LIVE) in N |
| Mystic Valley Elder Services Inc | |||||||
| 300 Commercial St 19 | Malden | MA | 021487309 | 042562646 | 501(C)(3) | 10000 | Reading Partners Program North Central Massachusetts |
| National Council on the Aging Inc | |||||||
| 1901 L Street NW | Washington | DC | 200363506 | 131932384 | 501(C)(3) | 50000 | Self-Management Alliance |
| Newton Community Service Center Inc | |||||||
| 492 Waltham St | West Newton | MA | 024651920 | 422232418 | 501(C)(3) | 48994 | Volunteering as a Pathway to Vibrant Aging |
| Ocean State Center for Independent Living | |||||||
| 1944 Warwick Avenue | Warwick | RI | 028892448 | 050439495 | 501(C)(3) | 45000 | Home Sweet Accessible Home |
| Old Colony Elder Services Inc | |||||||
| 144 MAIN ST | Brockton | MA | 023014046 | 422545236 | 501(C)(3) | 6054 | It's About Time |
| Operation ABLE of Greater Boston Inc | |||||||
| 131 TREMONT ST | Boston | MA | 021111317 | 042761871 | 501(C)(3) | 40000 | ABLE Volunteers Program |
| Perkins School for the Blind | |||||||
| 175 N BEACON ST | Watertown | MA | 024722751 | 422103616 | 501(C)(3) | 20000 | Thriving with Vision Loss |
| Project RIGHT Inc | |||||||
| 320 A Blue Hill Ave | Dorchester | MA | 02121 | 043265420 | 501(C)(3) | 12500 | Grove Hall Senior Empowerment Initiative |
| Rhode Island Free Clinic Inc | |||||||
| 655 BROAD ST | Providence | RI | 029071444 | 050501276 | 501(C)(3) | 70000 | Healthy Lifestyles for Today and Tomorrow |
| Rogerson Communities Inc | |||||||
| One Florence St | Boston | MA | 021313638 | 042104319 | 501(C)(3) | 30000 | Rogerson Fitness First as part of Healthy Rogerson |
| Root Cause Institute | |||||||
| One Canal Pk 3rd Fl | Cambridge | MA | 02141 | 200703238 | 501(C)(3) | 50000 | 2012-2013 Social Issue Track |
| Samaritans Inc | |||||||
| 41 West St 4th Fl | Boston | MA | 021111209 | 042643466 | 501(C)(3) | 15000 | Wellness Approach to Senior Suicide Prevention (Ou Program Business Plan |
| SCM Community Transportation | |||||||
| 167 HOLLAND ST | SOMERVILLE | MA | 021442401 | 042743790 | 501(C)(3) | 22400 | Door2Door to the Arts (Outbound Call Project) |
| Somerville Cambridge Elder Services | |||||||
| 61 Medford St 2ND FL | Somerville | MA | 02143 | 042515020 | 501(C)(3) | 36190 | A Collaborative Effort Between Somerville-Cambridg |
| Southwest Boston Senior Services Inc | |||||||
| 555 Armory St | Jamaica Plain | MA | 02130 | 237304163 | 501(C)(3) | 70000 | AgeWell Southwest Boston (AWSW) |
| SPRINGWELL INC | |||||||
| 125 WALNUT ST | Watertown | MA | 024724052 | 042616064 | 501(C)(3) | 58406 | Healthy Aging Initiative |
| The Carroll Center for the Blind Inc | |||||||
| 770 Centre St | Newton | MA | 02458 | 042106173 | 501(C)(3) | 50000 | Project Safe Home |
| The Family Van | |||||||
| 1542 Tremont Street | Boston | MA | 02120 | 042103580 | 501(C)(3) | 10000 | Family Van Seniors - Together for Health |
| The Food Bank of Western Massachusetts | |||||||
| 97 N Hatfield Rd | Hatfield | MA | 010380160 | 042751023 | 501(C)(3) | 10000 | Brown Bag for Elders |
| The Greater Boston Food Bank | |||||||
| 70 South Bay Avenue | Boston | MA | 021182700 | 042717782 | 501(C)(3) | 15000 | The Brown Bag program for seniors in need |
| The Latino Health Insurance Program Inc | |||||||
| 12 IRVING ST | FRAMINGHAM | MA | 017027357 | 300614874 | 501(C)(3) | 43802 | ""Mi Vida, Mi salud"" |
| The Providence Center | |||||||
| 528 North Main St | Providence | RI | 029045757 | 050316969 | 501(C)(3) | 52211 | InShape Seniors |
| Third Sector New England | |||||||
| 555 Amory St | Jamaica Plain | MA | 02130 | 042261109 | 501(C)(3) | 30000 | Healthy Aging in the LGBT Community |
| Tufts Health Care Institute | |||||||
| 136 Harrison Ave | Boston | MA | 02210 | 043289926 | 501(C)(3) | 22000 | Mini-Rotation for Residents: Practicing Medicine i Environment |
| United Way of Massachusetts Bay Inc | |||||||
| 51 Sleeper St | Boston | MA | 02118 | 042382233 | 501(C)(3) | 41749 | Workplace Giving 2012 |
| Urban League of Eastern Massachusetts | |||||||
| 88 Warren Street | Boston | MA | 02210 | 237349132 | 501(C)(3) | 40000 | Mature Worker Program for Seniors |
| VNA Care Network Inc | |||||||
| 65 Chilton St | Cambridge | MA | 02138 | 042103825 | 501(C)(3) | 14000 | Fewer Falls, Safer Seniors |
| Water Way Arts for Health and Energy Inc | |||||||
| 1615 BEACON ST | BROOKLINE | MA | 024464602 | 202332178 | 501(C)(3) | 25000 | Tai Chi for Healthy Aging |
| Watertown Community Foundation | |||||||
| 71 Barnard Ave | Watertown | MA | 02472 | 300229398 | 501(C)(3) | 30000 | WCF's Tufts Health Plan Foundation Fund for a ""He Watertown |
| Westbay Community Action Inc | |||||||
| 224 Buttonwoods Ave | Warwick | RI | 02886 | 050311985 | 501(C)(3) | 42000 | Keeping Seniors Safe |
| Whittier Street Health Center Committee Inc | |||||||
| 1290 Tremont Street | Roxbury | MA | 021203432 | 042619517 | 501(C)(3) | 50000 | Geriatric Chronic Disease Case Management Program Program |
| Women of Means | |||||||
| 148 LINDEN ST STE 208 | WELLESLEY | MA | 99999 | 043487205 | 501(C)(3) | 25000 | Access to Health Care for Poor and Homeless Women |
| YMCA of Greater Boston | |||||||
| 316 Huntington Avenue | Boston | MA | 021155019 | 042103551 | 501(C)(3) | 50000 | Get Fit, Stay Fit for Life |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 78 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | FOR ALL GRANTS THE FOUNDATION REQUIRES A SITE VISIT BY OUR STAFF, ONGOING MONITORING, ONE INTERIM PROGRESS REPORT WITH FOLLOW-UP AS NEEDED AND ONE POST-GRANT FINAL REPORT. THE FOUNDATION ALSO CHECKS THE GRANTEES 501(C)(3) STATUS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | true | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| TitleTitle | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES ROOSEVELT | ||||||||||||||
| DIRECTOR | 0 | 802373 | 0 | 951695 | 0 | 136016 | 0 | 217489 | 0 | 10306 | 0 | 2117879 | 0 | 0 |
| LOIS CORNELL | ||||||||||||||
| CLERK | 0 | 384574 | 0 | 319300 | 0 | 50093 | 0 | 29152 | 0 | 14862 | 0 | 797981 | 0 | 0 |
| DAVID ABELMAN ESQ | ||||||||||||||
| DIRECTOR & PRESIDENT | 0 | 308827 | 0 | 201465 | 0 | 31589 | 0 | 33326 | 0 | 14515 | 0 | 589722 | 0 | 0 |
| ANNE MARIE BOURISQUOT-KING | ||||||||||||||
| DIRECTOR-GRANTS & OPERATIONS | 0 | 128532 | 0 | 31291 | 0 | -11355 | 0 | 14349 | 0 | 13431 | 0 | 176248 | 0 | 0 |
| ROLAND PRICE | ||||||||||||||
| TREASURER | 0 | 216771 | 0 | 78220 | 0 | 5669 | 0 | 55330 | 0 | 9412 | 0 | 365402 | 0 | 0 |
| UMESH KURPAD | ||||||||||||||
| CFO | 0 | 495191 | 0 | 330128 | 0 | 62569 | 0 | 98190 | 0 | 14971 | 0 | 1001049 | 0 | 0 |
| PATRICIA BLAKE | ||||||||||||||
| DIRECTOR | 0 | 334932 | 0 | 272884 | 0 | 40212 | 0 | 29750 | 0 | 14506 | 0 | 692284 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINE 3 | THE FOUNDATION USES THE COMPENSATION POLICIES OF ITS SOLE MEMBER, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANZIATION, INC. (TAHMO). |
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINE 4B | THE RELATED ORGANIZATION MAINTAINS AN EXECUTIVE SAVINGS PLAN (ESP) FOR ITS SENIOR MANAGERS WITH THE TITLE DIRECTOR AND ABOVE. THE NUMBERS LISTED ON SCHEDULE J, PART II, COLUMN C REFLECT BOTH THE EMPLOYEE DEFERRALS AS WELL AS THE EMPLOYER CONTRIBUTIONS TO THE ESP. |
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINE 6B | THE OFFICERS OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. ARE ELIGIBLE TO PARTICIPATE IN AN EXECUTIVE INCENTIVE PLAN THAT IS BASED ON THE OVERALL ANNUAL SUCCESS OF THE ORGANIZATION. THE ORGANIZATION'S GOALS ARE ESTABLISHED EARLY IN THE YEAR AND APPROVED BY ITS INDEPENDENT BOARD OF DIRECTORS. ONE OF THE COMPONENTS OF THE PLAN IS BASED ON MEETING TARGETED NET EARNINGS. IN 2012, THIS COMPONENT AMOUNTED TO 25% OF TARGETED BONUS COMPENSATION. THE EMPLOYEES WHO PARTICIPATE IN THIS PLAN ARE: - JAMES ROOSEVELT - DAVID ABELMAN - UMESH KURPAD - ROLAND PRICE - LOIS CORNELL - PATRICIA BLAKE |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | IN ORDER TO PROVIDE BENEFITS TO THE COMMUNITY OUTSIDE OF ITS REGULAR LINES OF BUSINESS, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO) CREATED THE TUFTS HEALTH PLAN FOUNDATION, A 501(C)(3) CHARITABLE AND SUPPORTING ORGANIZATION OF TAHMO. THE MISSION OF THE FOUNDATION IS TO PROMOTE HEALTHY LIFESTYLES AND THE DELIVERY OF QUALITY CARE. THE FOUNDATION ACHIEVES THIS MISSION PRIMARILY THROUGH GRANTMAKING TO CHARITABLE, SERVICE-PROVIDING ORGANIZATIONS, PROGRAM SUPPORT AND EDUCATIONAL ACTIVITIES. THE FOUNDATION'S FOCUS IS HEALTHY AGING - IMPROVING THE LIVES OF OLDER ADULTS 60 AND OVER. THE TUFTS HEALTH PLAN FOUNDATION HAS CHOSEN TO FOCUS ON HEALTHY AGING IN ORDER TO ADDRESS THE NEEDS OF OUR COMMUNITIES IN MASSACHUSETTS AND RHODE ISLAND, AND TO HELP MEET THE CHALLENGES AND OPPORTUNITIES OF AN AGING SOCIETY. IN 2012 THE FOUNDATION MADE GRANTS THROUGH THE FOUR AREAS OF CAREGIVER SUPPORT, FALL PREVENTION, INTERGENERATIONAL COLLABORATION AND VIBRANT LIFESTYLES. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A | IN 2012, THE TUFTS HEALTH PLAN FOUNDATION COMPLETED ITS FOURTH YEAR FOCUSING ON HEALTHY AGING FOR OLDER ADULTS 60-PLUS AND OVER TO ENSURE THAT OLDER ADULTS SPEND MORE YEARS IN GOOD HEALTH AND ENGAGED AS VITAL MEMBERS OF OUR COMMUNITIES. THE FOUNDATION WORKED WITH PROGRAMS THAT ADDRESS THE DEVELOPMENT AND MAINTENANCE OF OPTIMAL PHYSICAL, MENTAL AND SOCIAL WELL-BEING AND FUNCTION IN OLDER ADULTS THROUGH FOUR AREAS: 1. CAREGIVER SUPPORT - TRAINING, EDUCATION AND RESOURCES TO SUPPORT CAREGIVERS AND CARE RECIPIENTS. 2. FALL PREVENTION - EXERCISE AND EDUCATION FOR OLDER ADULTS THAT WILL REDUCE FEAR OF FALLS AND INCREASE MOBILITY, STRENGTH AND BALANCE. 3. INTERGENERATIONAL COLLABORATION - OLDER ADULTS AND YOUNGER GENERATIONS ENRICHING EACH OTHER'S LIVES THROUGH MENTORING, TUTORING AND VOLUNTEER ACTIVITIES. 4. VIBRANT LIFESTYLES - EXERCISE, NUTRITION AND EVIDENCE-BASED CHRONIC DISEASE MANAGEMENT, SOCIAL AND RECREATIONAL ACTIVITIES, AND PROGRAMS THAT PROMOTE CIVIC AND COMMUNITY ENGAGEMENT. FORM 990, PART III, LINE 4B COMMUNITY SUPPORT GRANTS: IN ADDITION TO ITS HEALTHY AGING FOCUS, THE FOUNDATION ALSO SUPPORTS WORTHY COMMUNITY PROGRAMS SUCH AS THE GREATER BOSTON FOOD BANK'S BROWN BAG PROGRAM THAT PROVIDES HEALTHY, NUTRITIOUS FOOD TO INDIVIDUALS IN NEED. FORM 990, PART III, LINE 4C THE TUFTS HEALTH PLAN FOUNDATION WAS ONE OF 19 FOUNDATIONS NATIONWIDE TO RECEIVE A ROBERT WOOD JOHNSON FOUNDATION PARTNERS INVESTING IN NURSING'S FUTURE GRANT IN 2009. THE TWO-YEAR, $250,000 GRANT WAS TO DEVELOP A REGIONAL APPROACH TO NURSING EDUCATION WITH PARTNERS IN MA, NH AND RI. THE MASSACHUSETTS HOSPITAL RESEARCH AND EDUCATION ASSOCIATION WAS THE FISCAL AGENT FOR THIS TRI-STATE COLLABORATION CALLED "CREATIVITY AND CONNECTIONS: BUILDING A REGIONAL NURSING EDUCATION FRAMEWORK." THIS WORK IS COMPLETED. |
| DESCRIPTION OF RELATIONSHIPS | FORM 990, PART VI, LINE 2 | THE FOLLOWING PEOPLE SERVED AS BOARD MEMBERS OF POINTRIGHT, INC: JAMES ROOSEVELT VINCENT MOR, PH.D. THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS ASSOCIATED HEALTH PLAN, INC: JAMES ROOSEVELT LOIS CORNELL UMESH KURPAD ROLAND PRICE DAVID ABELMAN PATRICIA BLAKE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TOTAL HEALTH PLAN, INC: JAMES ROOSEVELT UMESH KURPAD LOIS CORNELL ROLAND PRICE DAVID ABELMAN PATRICIA BLAKE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS INSURANCE COMPANY: JAMES ROOSEVELT LOIS CORNELL UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS BENEFIT ADMINISTRATORS, INC: JAMES ROOSEVELT LOIS CORNELL UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS BROKERAGE CORPORATION, INC: JAMES ROOSEVELT LOIS CORNELL |
| DESCRIPTION OF MANAGEMENT ARRANGEMENT | FORM 990, PART VI, LINE 3 | THE FOUNDATION IS A SUPPORTING ORGANIZATION OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC (TAHMO). TAHMO AND ITS SUBSIDIARY, TUFTS ASSOCIATED HEALTH PLAN, INC (TAHP), PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO THE FOUNDATION. |
| MEMBERS | FORM 990, PART VI, LINES 6A AND 7A | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. (TAHMO) AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, ELECTS THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY. |
| DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS | FORM 990, PART VI, LINE 7B | TAHMO, AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE FOUNDATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS. |
| PROCESS USED BY GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11B | THE FORM 990 IS PREPARED IN THE TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION'S FINANCE DEPARTMENT, WITH ASSISTANCE FROM OUR EXTERNAL ACCOUNTANTS, ERNST & YOUNG. THIS PREPARATION BEGAN IN JUNE 2013. SOME INFORMATION IS PROVIDED BY OUR DIRECTOR OF GRANTS, AND SECTIONS OF THE FORM ARE REVIEWED BY OUR INSIDE LEGAL COUNSEL. CERTAIN SECTIONS OF THE FORM ARE REVIEWED BY A NUMBER OF SENIOR MANAGERS; OUR CHIEF FINANCIAL OFFICER REVIEWS THE FORM IN ITS ENTIRETY. ONCE THE FORM IS COMPLETE, IN NOVEMBER 2013, IT IS FORWARDED ON TO OUR BOARD OF DIRECTORS AND IT IS THEN SUBMITTED FOR FILING. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12C | ON AN ONGOING BASIS AND BEFORE ANY GRANTS ARE AWARDED, ALL BOARD MEMBERS AND STAFF MEMBERS ARE ASKED TO DISCLOSE ANY RELATIONSHIPS OR POTENTIAL CONFLICTS OF INTEREST WITH ANY GRANTEES OR BUSINESS PARTNERS. ALSO, THE FOUNDATION BOARD MEMBERS RECEIVE ANNUAL CONFLICTS STATEMENTS, WHICH ARE REVIEWED. DURING THE GRANT REVIEW PROCESS, STAFF MEMBERS WITH AN ACTUAL OR POTENTIAL CONFLICT ARE PERMITTED TO COMMENT ON A PARTICULAR REQUEST, BUT ARE NOT ALLOWED TO PARTICIPATE IN FINAL DECISIONS. DISCLOSURES ARE REPORTED IN THE DOCKET OF GRANTS PRESENTED TO THE BOARD FOR VOTE, AND BOARD MEMBERS ARE AGAIN REQUESTED TO DISCLOSE ANY POTENTIAL CONFLICTS JUST PRIOR TO THE VOTE TAKING PLACE. ANY BOARD MEMBER WITH AN ACTUAL OR POTENTIAL CONFLICT IS PERMITTED TO COMMENT, BUT IS NOT ALLOWED TO VOTE ON THE PARTICULAR MATTER. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, LINES 15A AND 15B | THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE EMPLOYEES OF RELATED ORGANIZATIONS PROVIDE SERVICES TO THE FOUNDATION. THE PRESIDENT IS COMPENSATED SOLELY FOR HIS DUTIES PERFORMED IN THE CAPACITY AS AN OFFICER OF TAHMO AND TAHP. THERE IS NO REMUNERATION FOR DUTIES RELATED TO THE TUFTS HEALTH PLAN FOUNDATION. THE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE BOARD OF DIRECTORS (THE "BOARD") OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION (TUFTS OR THE "COMPANY") REVIEWS AND ADMINISTERS TOTAL REMUNERATION OPPORTUNITIES, POLICIES, PROGRAMS, AND MAJOR CHANGES IN TUFTS' BENEFIT PLANS THAT ARE APPLICABLE TO THE OFFICERS AND EXECUTIVES OF THE COMPANY (THE "EXECUTIVES" - THESE INCLUDE THE CEO, COO, AND ALL SENIOR VICE PRESIDENTS), AS WELL AS TO ANY OTHER INDIVIDUAL OR GROUPS THE COMMITTEE DEEMS APPROPRIATE BASED ON ITS INTERPRETATION OF THE DEFINITION OF "DISQUALIFIED PERSONS" IN SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986. THE COMMITTEE IS COMPRISED OF INDEPENDENT DIRECTORS OF THE COMPANY. THE COMMITTEE REPORTS TO THE FULL BOARD OF DIRECTORS OF TAHMO. FOR CEO COMPENSATION, THE COMMITTEE REVIEWS THE INFORMATION DESCRIBED BELOW AND RECOMMENDS THE CEO'S COMPENSATION TO THE FULL BOARD FOR ITS APPROVAL. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION RECOMMENDATIONS FROM THE CEO FOR OTHER EXECUTIVES, AND PROVIDES A REPORT TO THE FULL BOARD ON THIS INFORMATION. IT IS THE BOARD'S INTENTION THAT THE COMMITTEE WILL PERFORM ITS DUTIES IN A MANNER THAT WILL ESTABLISH A PRESUMPTION THAT THE TOTAL REMUNERATION OFFERED TO EXECUTIVES AND OTHER "DISQUALIFIED PERSONS" ARE REASONABLE. COMPARABILITY DATA AND REASONABLENESS THE TOTAL COMPENSATION OPPORTUNITIES PROVIDED TO EXECUTIVES OF THE COMPANY ARE INTENDED TO BE COMPETITIVE WITH, AND IN REASONABLE COMPARISON TO, THOSE OPPORTUNITIES PROVIDED BY ORGANIZATIONS IN THOSE BUSINESS SECTORS WITH WHICH THE COMPANY COMPETES FOR EXECUTIVE TALENT. THE BOARD BELIEVES THAT SUCH COMPETITORS ARE NOT LIMITED TO OTHER HEALTHCARE INSTITUTIONS AND THAT COMPARISONS SHOULD BE MADE TO THE COMPENSATION PRACTICES OF A CROSS-SECTION OF BUSINESS SECTORS IN BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS, WHEN APPROPRIATE. THE COMMITTEE RETAINS INDEPENDENT COMPENSATION CONSULTANTS TO PROVIDE DATA AS NECESSARY, AND ALSO USES AVAILABLE SOURCES OF INDEPENDENT DATA ON COMPENSATION. PEER ORGANIZATIONS AND PUBLISHED SURVEY SOURCES WILL BE APPROVED BY THE COMMITTEE BASED ON ITS REASONABLE DETERMINATION. THE COMMITTEE MAY ALSO RELY ON MEMBERS OF MANAGEMENT AND OUTSIDE ADVISORS, CONSULTANTS, AND COUNSEL TO PROVIDE MARKET DATA REPORTS, ANALYSIS, AND OPINIONS WITH RESPECT TO COMPENSATION-RELATED MATTERS. THE DATA REVIEWED CONSISTS OF COMPARABLE, RELEVANT MARKET DATA FOR THE COMPANY'S POSITIONS FROM PUBLISHED SURVEYS, AND OTHER AVAILABLE SOURCES, OF HEALTH AND MANAGED CARE INSTITUTIONS AND THE GENERAL INDUSTRY. OTHER SURVEYS OF SPECIALIZED SKILL SETS OR EMPLOYEE ATTRIBUTES CRITICAL TO THE SUCCESS OF THE COMPANY, E.G., ACTUARIAL, LEGAL, ETC., ARE ALSO INCORPORATED AS NEEDED, ALONG WITH GEOGRAPHIC REFERENCES TO THE BOSTON AND NEW ENGLAND LABOR MARKETS. THE COMMITTEE WILL RELY ON THIS MARKET DATA TO ASSESS, DETERMINE, AND VALIDATE COMPENSATION LEVELS FOR THE COMPANY'S EXECUTIVES. THE COMMITTEE USES THIS DATA IN ITS REVIEW OF: - SETTING BASE SALARIES - IN LIGHT OF MARKET DATA AND THE INDIVIDUAL'S PERFORMANCE, BACKGROUND, EXPERIENCES, AND PERSONAL SKILLS. BASE SALARY WILL BE SET SO THAT THE TARGETED POSITIONING OF AN EXECUTIVE IS AT THE 50TH PERCENTILE FOR EACH POSITION. ACTUAL BASE SALARY MAY VARY BASED ON SKILLS, BACKGROUND, AND EXPERIENCE. - ANNUAL INCENTIVE COMPENSATION - THE COMPANY'S GOAL IS TO PROVIDE COMPETITIVE AND REASONABLE OPPORTUNITIES UNDER THE TERMS OF AN EXECUTIVE ANNUAL INCENTIVE PLAN FOR THE SELECTED POSITIONS WHICH ARE RESPONSIBLE FOR ACHIEVING PERFORMANCE GOALS THAT REFLECT THE OVERALL MISSION OF THE COMPANY, THE STRATEGIC DIRECTION OF THE COMPANY FOR THE PERFORMANCE YEAR, AND THE INDIVIDUAL'S PERFORMANCE DURING THAT YEAR. THE COMMITTEE MAKES EVERY EFFORT TO ESTABLISH A PRESUMPTION THAT THE TOTAL REMUNERATION OPPORTUNITIES PROVIDED TO EXECUTIVES ARE REASONABLE; AS SUCH PRESUMPTION IS CONTEMPLATED IN SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME. IN ESTABLISHING THE PRESUMPTION OF REASONABLENESS, THE COMMITTEE MAY ENGAGE THE PROFESSIONAL SERVICES OF INDEPENDENT LEGAL COUNSEL, COMPENSATION EXPERTS, ACCOUNTANTS, AND OTHER EXPERTS AND ADVISORS. TIMING EXECUTIVE BENCHMARKING IS COMPLETED ON AN ANNUAL BASIS. FOR THE CEO, BENCHMARKING IS COMPLETED BY THE EXTERNAL CONSULTANT ENGAGED BY THE COMPENSATION COMMITTEE. FOR ALL OTHER OFFICERS, BENCHMARKING IS COMPLETED BY AN EXTERNAL CONSULTANT EVERY TWO YEARS, AND BY THE INTERNAL COMPENSATION TEAM ON ALTERNATING YEARS. THE ANALYSIS COMPLETED IN Q4, 2012 WAS COMPLETED BY THE EXTERNAL CONSULTANT ENGAGED BY THE COMMITTEE FOR THE CEO, AND BY THE INTERNAL COMPENSATION TEAM FOR ALL OTHER OFFICERS. TO COMPLETE THE ANALYSIS, THE CONSULTANT AND THE INTERNAL COMPENSATION TEAM: - COLLECTED RELEVANT INFORMATION REGARDING THE COMPANY'S OPERATIONS, COMPLEXITY, STRUCTURE, SIZE, AND SCOPE, AS WELL AS RELEVANT BACKGROUND ON THE EXECUTIVES' DUTIES AND SCOPE OF RESPONSIBILITIES; - DETERMINED THE SURVEY SOURCES TO USE IN THE ANALYSIS, BASED ON THE COMPANY'S COMPETITIVE MARKET FOR EXECUTIVE POSITIONS (AS DESCRIBED ABOVE); - MATCHED THE COMPANY'S EXECUTIVE POSITIONS IN THE SURVEYS BASED ON THE COMPANY'S SIZE COMPLEXITY, AND SCOPE, AS WELL AS ACCORDING TO SPECIFIC POSITION RESPONSIBILITIES AND REPORTING RELATIONSHIPS; - VALIDATED THE SURVEY SOURCES AND MARKET MATCHES WITH THE INTERNAL COMPENSATION TEAM TO ENSURE CONSISTENCY; - REVIEWED, COMPILED, AND SUMMARIZED THE DATA IN REPORT FORM. THE REPORT SUMMARIZING THE RESULTS OF THE ANALYSIS WAS PRESENTED TO THE COMPENSATION COMMITTEE FOR DISCUSSION AND DELIBERATION. DOCUMENTATION A SUMMARY OF THE DISCUSSIONS AND DELIBERATIONS OF THE COMMITTEE ARE DOCUMENTED IN THE MEETING MINUTES, WHICH ARE REVIEWED AND APPROVED BY THE COMMITTEE. COPIES OF ALL MEETING MATERIALS DISTRIBUTED PRIOR TO AND DURING THE MEETING ARE MAINTAINED IN THE CORPORATE RECORDS ALONG WITH MEETING MINUTES. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE AT ITS HEADQUARTERS IN WATERTOWN, MA. ALL REQUESTS CAN BE MADE TO THE CORPORATE COMMUNICATIONS OR FINANCE DEPARTMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOC HEALTH MAINTENANCE ORG INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042674079 | EIN |
| Primary Activities | HMO | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(4) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH PLANS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Mount Auburn St | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 024721508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042985923 | EIN |
| Primary Activity | MANAGEMENT SVCS | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAHMO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C Corp | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | 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 | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| 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 | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionType |
| Amount Involved | 396000 | AmountInvolved |
| Method Of Amt Determination | ACCRUAL | MethodOfAmtDetermination |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REIMBURSEMENT PAID TO OTHER ORGANIZATION | Identifier |
| Return Reference | SCHEDULE R, PART V, LINE 1P | ReturnReference |
| Explanation | THE FOUNDATION REIMBURSES TAHMO FOR ALL PAYMENTS DIRECTLY RELATED TO THE FOUNDATION. | Explanation |
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