2013-05-13T16:23:52-05:00 2012-06-30 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2011-07-01 043167608 Cambridge Health Alliance Physicians ORGANIZATION INC % AVERIL KANE CAMB 7813068872 101 Station Landing 5th Floor Medford MA 02155 GORDON H BOUDROW JR 2013-05-08 true 6175305000 2011 2016-02-24 21:20:13Z PATRICK WARDELL 1493 CAMBRIDGE ST CAMBRIDGE MA 02139 107435225 false X N/A X 1992 MA SEE SCHEDULE O 2 0 544 3 0 0 0 0 106160251 107435225 0 0 0 0 106160251 107435225 0 0 0 0 77244345 78551881 0 0 0 28915906 28883344 106160251 107435225 0 8639309 8854793 6667871 8339177 1971438 515616 X SEE SCHEDULE O false false 104209291 107435225 SEE SCHEDULE O 104209291 true false false false false false false false false false true false false true false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 0 0 true 544 true false false false false false false false false false false X 2 0 true false false false true true true true true false false true true true true true false true false false MA X AVERIL KANE 7813068872 101 STATION LANDING 5TH FLOOR MEDFORD MA 02155 X DENNIS D KEEFE 2.0 X 0 667976 41296 PAUL ALLISON 2.0 X X 0 357657 35165 GERALD STEINBERG MD 50.0 X X 374870 0 13629 DAVID PORELL 50.0 X 0 218500 12556 LISA TRUMBLE 50.0 X 209748 0 6640 SAMUEL DOPPELT MD 50.0 X 741992 0 42740 DEEPAK THATAI MD 50.0 X 584040 0 38133 PAUL LESSER MD 50.0 X 543708 0 32828 STEVEN PATALANO MD 50.0 X 534853 0 36128 VINCENT PATALANO II MD 50.0 X 529108 0 37128 3518319 1244133 296243 265 false true false None PAID BY CAMBRIDGE HEALTH ALLI 0 0 PATIENT SERVICE REVENUE 900099 56076123 56076123 CONTRACTS AND MANAGEMENT FEE 900099 3677128 3677128 OTHER MISC. PROG. REVENUE 900099 2802399 2802399 MEDICAL SERVICE TO RELATED ORGANIZATIONS 900099 20604186 20604186 SUPPORT FROM RELATED ORGANIZATION 900099 24275389 24275389 107435225 0 0 0 0 0 0 0 0 107435225 107435225 0 0 0 0 404964 404964 0 68274395 66548038 1726357 1984418 1946196 38222 4490290 4382307 107983 3397814 3315047 82767 1087103 749402 337701 16245 16245 52335 52335 0 0 0 15113581 15009140 104441 167324 28916 138408 101726 1458 100268 3934 3934 0 37066 10800 26266 23335 3022 20313 0 508490 474939 33551 0 0 78556 62060 16496 4204820 4189836 14984 INTRAGROUP EXPENSE 7381824 7381824 MISCELLANEOUS 107005 106306 699 107435225 104209291 3225934 0 31635 155 0 0 0 0 4095863 4736505 0 0 0 0 0 0 0 0 1673139 1586607 3307183 2913152 472587 394031 0 0 0 0 0 0 0 0 2366085 2137495 8639309 8854793 6641280 8337042 0 0 26591 2135 0 0 0 0 0 0 0 0 0 0 0 0 6667871 8339177 X 1365993 -164121 0 679737 605445 0 1971438 515616 8639309 8854793 X 0 -1455822 X false true true X false X 107453649 107457991 102088483 106160251 107435225 530595599 107453649 107457991 102088483 106160251 107435225 530595599 530595599 107453649 107457991 102088483 106160251 107435225 530595599 1.00000 1.00000 0.00000 0.00000 X 858058 568440 289618 2392430 2302364 90066 56695 42348 14347 394031 OTHER RECEIVABLE 2137495 2137495 Part X, Line 2: THE ORGANIZATION DOES NOT HAVE A FIN 48 FOOTNOTE AS ANY UNCERTAIN TAX POSITIONS WERE DEEMED IMMATERIAL. X X X X false false false false false false false true false DENNIS D KEEFE 0 545815 0 36250 0 85911 0 26300 0 14996 0 709272 0 0 PAUL ALLISON 0 338614 0 17063 0 1980 0 9800 0 25365 0 392822 0 0 GERALD STEINBERG MD 358310 0 14480 0 2080 0 9800 0 3829 0 388499 0 0 0 DAVID PORELL 0 216520 0 0 0 1980 0 8837 0 3719 0 231056 0 0 SAMUEL DOPPELT MD 548822 0 175110 0 18060 0 9800 0 32940 0 784732 0 0 0 DEEPAK THATAI MD 392618 0 188691 0 2731 0 9800 0 28333 0 622173 0 0 0 PAUL LESSER MD 537070 0 0 0 6638 0 9800 0 23028 0 576536 0 0 0 STEVEN PATALANO MD 501609 0 31164 0 2080 0 9800 0 26328 0 570981 0 0 0 VINCENT PATALANO II MD 499430 0 26362 0 3316 0 9800 0 27328 0 566236 0 0 0 LISA TRUMBLE 207751 0 0 0 1997 0 6540 0 100 0 216388 0 0 0 part I, Line 3: EXECUTIVES AND CERTAIN EMPLOYEES ARE COMPENSATED FOR THEIR SERVICES AS EXECUTIVES AND EMPLOYEES OF CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION,INC. THROUGH A RELATED ORGANIZATION'S PAYROLL. TRUSTEES OF CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION,INC. THAT WERE COMPENSATED BY A RELATED ORGANIZATION WERE COMPENSATED FOR SERVICES THAT WERE RENDERED IN OTHER ROLES. TRUSTEES OF CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. RECEIVE NO COMPENSATION AS TRUSTEES. PART I, LINE 7: MANY OF THE EMPLOYEES OF THE CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. PARTICIPATE IN COMPENSATION MODELS WHICH INCLUDE VARIABLE PAY FOR PERFORMANCE. CRITERIA FOR EARNING INCENTIVES CAN INCLUDE PRODUCTIVITY, CITIZENSHIP, ACHIEVEMENT VS. QUALITY MEASURES, OR OTHER FACTORS AS DETERMINED ANNUALLY BY THE ORGANIZATION. PART I, LINE 1 & PART III, LINE 1: THE ORGANIZATION PROVIDES IN-PATIENT AND OUT-PATIENT SERVICES TO PATIENTS OF THE CAMBRIDGE HEALTH ALLIANCE AND SUPPORTS TEACHING AND RESEARCH ACTIVITIES OF THAT INSTITUTION INCLUDING ALL RELATED ORGANIZATIONS. PART III, LINE 4A: THE ORGANIZATION EMPLOYS AND CONTRACTS WITH PHYSICIANS OF VARIOUS SPECIALITIES TO PROVIDE A VARIETY OF SERVICES TO THE PATIENTS OF CAMBRIDGE HEALTH ALLIANCE. CHA PRIMARY CARE PHYSICIANS RENDER SERVICES IN APPROXIMATELY 15 LOCATIONS IN CAMBRIDGE, SOMERVILLE, AND OTHER METRO NORTH COMMUNITIES. PSYCHIATRISTS AND PSYCHOLOGISTS RENDER BOTH OUTPATIENT AND INPATIENT SERVICES. HOSPITAL BASED SERVICES ARE PROVIDED BY PHYSICIANS SUCH AS PATHOLOGY, RADIOLOGY, ANESTHESIA AND HOSPITALIST SERVICES. A WIDE RANGE OF SPECIALIST SERVICES ARE OFFERED TO EMPLOYED AND CONTRACTING PHYSICIANS PRACTICING IN SURGERY, CARDIOLOGY, PULMONOLOGY, ONCOLOGY AND OTHER MEDICAL SPECIALTIES. WHILE THE PRIMARY FOCUS OF MOST PHYSICIANS IS CLINICAL SERVICE TO PATIENTS, MANY PHYSICIANS ALSO PARTICIPATE IN TEACHING AND/OR RESEARCH PROGRAMS. TEACHING RESPONSIBILITIES TO SUPPORT CHA'S OWNERSHIP OF FIVE MEDICAL RESIDENCY PROGRAMS (DENTISTRY, FAMILY MEDICINE, INTERNAL MEDICINE, PSYCHIATRY, AND SURGICAL PODIATRY), PRECEPTING OF MEDICAL RESIDENTS FROM NUMEROUS OTHER ENTITIES INCLUDING MGH, BIDMC, TUFTS MC, AS WELL AS AN AFFILIATION WITH HARVARD MEDICAL SCHOOL FOR MEDICAL STUDENT TRAINING VIA THE INTEGRATED CLERKSHIP PROGRAM. PART VI, LINE 2: CERTAIN TRUSTEES ARE ALSO EMPLOYEES AT OTHER ORGANIZATIONS WITHIN THE CAMBRIDGE HEALTH ALLIANCE SYSTEM. PART VI, LINE 6: CAMBRIDGE HEALTH ALLIANCE IS THE SOLE CORPORATE MEMBER OF CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. PART VI, LINE 7A: CAMBRIDGE HEALTH ALLIANCE HAS THE RIGHT TO APPOINT, AND DOES APPOINT, ALL MEMBERS OF THE CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. BOARD OF TRUSTEES. PART VI, LINE 7B: CERTAIN ACTIONS OF THE BOARD OF TRUSTEES MUST BE APPROVED BY CAMBRIDGE HEALTH ALLIANCE, CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC.'S SOLE CORPORATE MEMBER, AS SET FORTH IN THE BYLAWS, INCLUDING ADOPTION OF THE BUDGET, ANY MERGER, CONSOLIDATION, JOINT VENTURE, OR AFFILIATION WITH CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC., ANY CAPITAL TRANSACTION, AND INCURRENCE OF DEBT. CAMBRIDGE HEALTH ALLIANCE HAS AUTHORITY TO APPROVE OR DENY ANY DECISION MADE BY CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC.'S BOARD OF TRUSTEES. ITEMS CAN BE RECOMMENDED TO THE BOARD OF CAMBRIDGE HEALTH ALLIANCE OR ITS COMMITTEES FOR REVIEW AND APPROVAL. PART VI, LINE 11: CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC.'S FORM 990 WAS PREPARED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ACCOUNTANTS AND PAID PREPARER (PRICEWATERHOUSECOOPERS). CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION'S INTERNAL MANAGEMENT AND CHA EMPLOYEES REVIEWED THE FORM 990 AND PROVIDED COMMENTS AND CHANGES. ONCE THE RETURN WAS UPDATED, THE FORM 990 WAS PRESENTED FOR REVIEW TO EACH VOTING MEMBER OF THE CHA FINANCE COMMITTEE. PRICEWATERHOUSECOOPERS THEN FINALIZED THE FORM 990 BASED ON THE REVIEW AND FEEDBACK OF THE CHA FINANCE COMMITTEE. COPIES OF THE COMPLETED FORM 990 WERE DISTRIBUTED IN ELECTRONIC OR PAPER FORM TO MEMBERS OF THE CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC.'S GOVERNING BODY PRIOR TO FILING WITH IRS. PART VI, LINE 12C: THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY FOR ITS DIRECTORS AND ONE FOR ITS OFFICERS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THESE CONFLICT OF INTEREST POLICIES BY ANNUALLY SURVEYING ITS OFFICERS AND DIRECTORS. OFFICERS AND DIRECTORS ARE ALSO GIVEN A COPY OF THE APPLICABLE CONFLICT OF INTEREST POLICY ALONG WITH THE ANNUAL SURVEY AND ARE REMINDED OF THEIR OBLIGATION TO PROMPTLY REPORT ANY NEW POTENTIAL CONFLICTS THAT ARISE. THE COMPLIANCE OFFICER REVIEWS THE RESPONSES. IF A CONFLICT OF INTEREST IS DETERMINED, THE APPLICABLE INDIVIDUAL IS PRECLUDED FROM PARTICIPATING IN DELIBERATION ON OR DECISION-MAKING REGARDING THE TOPIC GIVING RISE TO THE CONFLICT. EACH CONFLICT POLICY CONTAINS DISCIPLINARY PROVISIONS TO ADDRESS VIOLATIONS OF THE POLICY. PART VI, LINE 14: THE ORGANIZATION HAS AN ACTIVE DOCUMENT RETENTION AND DESTRUCTION POLICY APPROVED BY MANAGEMENT. THIS POLICY HAS NOT BEEN APPROVED BY THE BOARD OR A COMMITTEE OF THE BOARD AS OF JUNE 30, 2012. PART VI, LINES 15A AND 15B: CAMBRIDGE HEALTH ALLIANCE'S (CHA) COMPENSATION COMMITTEE IS THE AUTHORIZED BODY FOR REVIEWING THE PRESIDENT'S COMPENSATION. THE COMMITTEE RELIED UPON COMPARABILITY DATA OBTAINED BY AN INDEPENDENT CONSULTANT WHEN APPROVING THE CEO'S 2011 COMPENSATION AND DISCUSSED THEIR FINDINGS WITH THE ORGANIZATION'S BOARD AND DOCUMENTED THEIR DECISIONS IN THE BOARD MINUTES. CHA'S COMPENSATION COMMITTEE IS THE "AUTHORIZED BODY" OF THE BOARD FOR REVIEWING COMPENSATION OF ALL OFFICERS AND CERTAIN KEY EMPLOYEES OF CHA AND ITS SUBSIDIARIES, INCLUDING THE ORGANIZATION. THE COMPENSATION COMMITTEE CONSISTS OF INDEPENDENT MEMBERS AND REVIEWS AND RECOMMENDS COMPENSATION BASED ON MARKET DATA AND BENCHMARKS PROVIDED BY INDEPENDENT CONSULTANTS. CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC.'S COMPENSATION COMMITTEE REVIEWS ALL PHYSICIAN COMPENSATION METHODOLOGIES. ANNUALLY, THE COMPENSATION COMMITTEE REVIEWS PHYSICIAN COMPENSATION COMPARED TO NATIONAL BENCHMARKS FOR SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE IS COMPRISED SOLELY OF INDEPENDENT MEMBERS. PART VI, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC EITHER BY MAIL OR IN PERSON AT THE ORGANIZATION'S OFFICE, DEPENDING ON THE FORM OF REQUEST. PART VII: THE FOLLOWING INDIVIDUALS WORK AN AVERAGE OF 50 HOURS PER WEEK AT CAMBRIDGE HEALTH ALLIANCE AND ITS RELATED ORGANIZATIONS, AND RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS: DENNIS D. KEEFE PAUL ALLISON DAVID PORELL PART XI, LINE 5: CHANGE IN NET ASSETS OR FUND BALANCE - ($1,455,822) INCLUDED: RESTRICTED FUND RECEIPTS - $381,041 RESTRICTED FUND RELEASED - ($306,749) RETAINED EARNING/FUND EQUITY - ($1,530,114) Whidden Memorial Hospital 101 Station Landing 5th Floor Medford MA 02155 043561265 HOSPITAL MA 501(C)(3) 11A CPHC true Somerville Hospital 101 Station Landing 5th Floor Medford MA 02155 042103852 HOSPITAL MA 501(C)(3) 11A CPHC true CHA MANAGEMENT SERVICESINC 101 Station Landing 5th Floor Medford MA 02155 043476565 Managed Care MA 501(C)(3) 11A CPHC true Institute for Community Health Inc 101 Station Landing 5th Floor Medford MA 02155 043543853 HLTH RESEARCH MA 501(C)(3) 9 CPHC true CAMBRIDGE HEALTH ALLIANCE FOUNDATIONINC 101 Station Landing 5th Floor Medford MA 02155 010676306 Foundation MA 501(C)(3) 11A CPHC true Cambridge Public Health Commission 101 Station Landing 5th Floor Medford MA 02155 043320571 Healthcare MA 115 N/A NA false Cambridge Energy Alliance 1385 Cambridge Street Cambridge MA 02139 260663000 REDUCE ENERGY MA 501(C)(3) 9 NA false false false true false false false false false false false false false false true true true false false INSTITUTE FOR COMMUNITY HEALTH INC N 126589 COST SOMERVILLE HOSPITAL N 539930 COST