2013-08-15T08:33:42-05:00 2012-09-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2011-10-01 042678774 CODMAN SQUARE HEALTH CENTER INC CODM 6178259660 637 WASHINGTON STREET DORCHESTER MA 02124 ROBERT MACEACHERN 6178259660 2013-08-13 1 JOHN T FINNING CPA P01445870 5083669100 2013-08-13 2011 2016-02-24 21:20:13Z ROBERT MACEACHERN 637 WASHINGTON STREET DORCHESTER MA 02124 32871280 0 X WWW.CODMAN.ORG X 1975 MA TO SERVE AS A RESOURCE FOR IMPROVING THE PHYSICAL, MENTAL AND SOCIAL WELL-BEING OF THE COMMUNITY. 15 15 276 1 0 0 4251895 10774098 18086202 17687443 378393 473399 245116 220810 22961606 29155750 0 7288786 0 0 13304954 14222177 0 0 0 9668687 9695557 22973641 31206520 -12035 -2050770 22171364 26759178 1898922 8239544 20272442 18519634 X TO SERVE AS A RESOURCE FOR IMPROVING THE PHYSICAL, MENTAL AND SOCIAL WELL-BEING OF THE COMMUNITY. 0 0 14229448 7288786 12576836 THE LARGEST PROGRAM BY EXPENSE IS FAMILY MEDICINE, WHICH IS A PART OF OUR PRIMARY CARE DEPARTMENT. THIS IS THE BACKBONE OF OUR PATIENT CENTERED MEDICAL HOME EFFORTS. FAMILY MEDICINE PROVIDERS CARE FOR PATIENTS THROUGHOUT ALL STAGES OF LIFE, INCLUDING BOTH WELLNESS APPOINTMENTS AND VISITS REQUIRING ATTENTION TO A SPECIFIC ILLNESS OR INJURY. THE HEALTH CENTER CARES FOR BOTH THE INDIVIDUAL AND HIS/HER FAMILY THROUGH THE INTEGRATION OF BIOLOGICAL, CLINICAL AND BEHAVIORAL SCIENCES. OUR APPROACH IS INTEGRATED AND HOLISTIC, AND ADDRESSES BOTH THE CLINICAL AND NON-CLINICAL (SOCIAL SERVICES, COMMUNITY BASED PROGRAMS). WHEN SPECIALTY SERVICES ARE NEEDED WE COORDINATE THAT CARE. THE FAMILY MEDICINE DEPARTMENT RECORDED 62,062 VISITS IN FY 2012. 2010119 1115194 OUR DENTAL DEPARTMENT PROVIDES PREVENTATIVE AND RESTORATIVE WORK, ORAL SURGERY, AND PERIODONTAL CARE. WE OFFER A STATE-OF-THE-ART DENTAL CLINIC CONSISTING OF SEVEN DENTAL OPERATORIES EQUIPPED WITH FULLY AUTOMATIC DENTAL CHAIRS AND A COMPUTER DESKTOP WITH DUAL MONITORS FOR PATIENTS CASE PRESENTATIONS AND DIGITAL RADIOGRAPHY. WE USE THE DENTRIX SYSTEM, A DENTAL PRACTICE MANAGEMENT SOFTWARE SYSTEM, THAT ALLOWS STAFF TO TAKE AND STORE DIGITAL X-RAYS. DENTAL STAFF INCLUDES GENERAL DENTISTS, HYGIENISTS, AND ORAL AND GUM SURGERY SPECIALISTS. TREATMENT IS AVAILABLE TO ALL MEMBERS OF THE COMMUNITY, INCLUDING UNINSURED PATIENTS AND PATIENTS WITH MEDICAID, MEDICARE, AND HEALTH SAFETY NET. WE ALSO SERVE AS A ROTATING SITE FOR SENIOR DENTAL STUDENTS AT TUFTS AND BOSTON UNIVERSITY DENTAL SCHOOLS. OUR PRIMARY CARE PROVIDERS COORDINATE CARE WITH THE DENTAL DEPARTMENT, AS NURSES ARE TRAINED TO SCREEN PATIENTS FOR ORAL HEALTH DISEASE AND TO ASSURE THAT THEY HAVE A YEARLY DENTAL VISIT. OUR DENTAL DEPARTMENT ALSO HAS A SATELLITE OFFICE AT TECHBOSTON ACADEMY, A LOCAL HIGH SCHOOL, WHERE STUDENTS ARE PROVIDED CHECK-UPS, CLEANINGS, X-RAYS AND FILLINGS. THE DENTAL DEPARTMENT RECORDED 9,329 VISITS IN FY 2012. 2684574 2534902 OUR URGENT CARE DEPARTMENT PROVIDES SAME DAY TREATMENT FOR ILLNESSES OR CONDITIONS THAT NEED IMMEDIATE ATTENTION. OUR STAFF IS COMPRISED OF PHYSICIANS, PHYSICIAN ASSISTANTS, NURSE PRACTITIONERS, NURSES AND MEDICAL ASSISTANTS. URGENT CARE IS OFTEN A GATEWAY FOR PATIENTS TO BECOME A PART OF THE PATIENT CENTERED MEDICAL HOME, AND OUR STAFF IS TRAINED TO IDENTIFY THOSE INDIVIDUALS THAT NEED A PRIMARY CAREGIVER. URGENT CARE IS OPEN SEVEN DAYS A WEEK AND IS A KEY RESOURCE IN THE COMMUNITY TO ADDRESS URGENT NEEDS THAT SHOULD NOT REQUIRE A VISIT TO A HOSPITAL EMERGENCY ROOM. THE URGENT CARE DEPARTMENT RECORDED 16,230 VISITS IN FY 2012. 589140 COMMUNITY SERVICES 634399 749773 EYECARE 1499502 814032 MENTAL HEALTH 4087024 23370 PATIENT SUPPORT SERVICES 6810065 1587175 25734206 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 0 0 0 1 17 0 276 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X X CODMAN SQUARE HEALTH CENTER 6178259660 637 WASHINGTON STREET DORCHESTER MA 02124 X ROBERT J MACEACHERN 3.00 X X 0 0 0 STEPHEN WEYMOUTH 3.00 X 0 0 0 GARVIN WARDEN 3.00 X X 0 0 0 SUSAN MONAHAN 3.00 X X 0 0 0 THABITI BROWN 3.00 X X 0 0 0 EMMETT SCHMARSOW 3.00 X 0 0 0 SEABORN SCOTT 3.00 X 0 0 0 CHARLES O'HARA 3.00 X 0 0 0 MONA SCANTLEBURY 3.00 X 0 0 0 JULIA CHARLEY 3.00 X 0 0 0 ARDIS VAUGHAN 3.00 X 0 0 0 EGOBUDIKE J EZEDI 3.00 X 0 0 0 MARVA SEROTKIN 3.00 X X 0 0 0 ISAAC COLBERT 3.00 X 0 0 0 SANDRA WARREN 3.00 X 0 0 0 PATRICIA ROSS 20.00 X 0 154688 23758 SANDRA COTTERELL 40.00 X 158514 0 17639 ANTHONY STANKIEWICZ 40.00 X 134424 0 837 PHILIP SEVERIN 40.00 X 175799 0 2462 GABRIEL VONLEH 40.00 X 70192 0 775 KAREN KENNEDY 40.00 X 162098 0 17529 STEPHENSON TOBIERRE 40.00 X 183766 0 853 JONATHAN PINCUS 40.00 X 153039 0 17420 MATTHEW HORAN 40.00 X 156224 0 6709 1194056 154688 87982 7 0 1 0 DOTWELL 1452 DORCHESTER AVENUE DORCHESTER MA 02122 IT/FINANCIAL SERVICES 902700 HKT ARCHITECTS 35 MEDFORD STREET SOMERVILLE MA 02143 ARCHITECTURE 726999 SHAWMUT DESIGN AND CONSTRUCTION 560 HARRISON AVE BOSTON MA 02118 CONSTRUCTION MANAGEMENT 520304 INX INC 10101 SW BARBUR BOULEVARD 207 PORTLAND OR 97219 COMPUTER DESIGN & INSTALL SERVICES 359434 DIVERSIFIED PROJECT MANAGEMENT 300 WASHINGTON STREET NEWTON MA 02458 CONSTRUCTION MANAGEMENT 231986 7 237665 840949 9695484 293000 10774098 PATIENT SERVICE REVENU 621400 17687443 17687443 17687443 243813 243813 132869 0 132869 132869 132869 3870879 3641293 229586 229586 229586 35514 237665 74237 -38723 -38723 MISC. REVENUE 900099 119626 119626 SETTLEMENTS 900099 7038 7038 126664 29155750 17814107 0 567545 7288786 7288786 872132 132500 739632 11207507 10471754 735753 64971 54695 10276 1249524 1148149 101375 828043 660861 167182 74462 6907 67555 38876 6484 32392 39671 39671 25952 25952 396429 188127 208302 695102 12946 682156 30084 23676 6408 740922 64160 676762 114367 52000 62367 CONTRACTED SERVICES 2434920 1001033 1433887 PHARMACY 1936019 1936019 MEDICAL SUPPLIES 1177015 1177001 14 BAD DEBTS 1039786 1039786 951952 443370 508582 31206520 25734206 5472314 0 1280 1280 1350291 604767 534521 590875 2014665 2556175 12713464 199884 220981 107236 211149 9186880 4990551 11722819 4196329 6240668 5024158 0 640000 22171364 26759178 1898922 2889544 5350000 1898922 8239544 X 19681420 18230204 591022 289430 20272442 18519634 22171364 26759178 X -2050770 297962 X X 0 1 1 X 1 1 X 3578661 3800036 3451925 4173354 10774098 25778074 13334155 15286149 15918154 18226253 17820312 80585023 16912816 19086185 19370079 22399607 28594410 106363097 0 0 0 106363097 408002 320442 237804 273526 243813 1483587 408002 320442 237804 273526 243813 1483587 32554 367321 95608 161306 87941 744730 17353372 19773948 19703491 22834439 28926164 108591414 0.97950 0.96950 0.01370 0.01650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 564639 564639 8622241 4990551 3631690 0 4196329 29155750 31206520 -2050770 297962 297962 -1752808 29528912 297962 75200 373162 29155750 0 29155750 31281720 75200 75200 31206520 0 31206520 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE HEALTH CENTER FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD, WHICH REQUIRES THE HEALTH CENTER TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF SEPTEMBER 30, 2012, THE HEALTH CENTER DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. PART XI, LINE 8 - OTHER ADJUSTMENTS: NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS 297,962. MEN OF BOSTON COOK EVENT 273179 237665 35514 36535 11169 26533 273179 237665 35514 36535 11169 26533 74237 -38723 1 CODMAN SQUARE HEALTH AND EDUCATION CENTER INC 637 WASHINGTON STREET DORCHESTER MA 02124 453666184 7288786 NET BOOK VALUE FIXED ASSETS FOR BUILDING/RENOVATION OF HEALTH CENTER 1 0 X X X 0 0 0 0 0 0 0 0 0 PATRICIA ROSS 0 154688 0 0 0 0 0 1500 0 22258 0 178446 0 0 SANDRA COTTERELL 158514 0 0 0 0 0 1500 0 16139 0 176153 0 0 0 PHILIP SEVERIN 175799 0 0 0 0 0 1500 0 962 0 178261 0 0 0 KAREN KENNEDY 162098 0 0 0 0 0 1500 0 16029 0 179627 0 0 0 STEPHENSON TOBIERRE 183766 0 0 0 0 0 0 0 853 0 184619 0 0 0 JONATHAN PINCUS 153039 0 0 0 0 0 1500 0 15920 0 170459 0 0 0 MATTHEW HORAN 156224 0 0 0 0 0 1500 0 5209 0 162933 0 0 0 PATRICIA ROSS SHARED EMPLOYEE 132350 SHARED CHIEF FINANCIAL OFFICER OF CODMAN SQUARE HEALTH CENTER (THE HEALTH CENTER) AND DORCHESTER HOUSE MULTI-SERVICE CENTER, INC. (DOT HOUSE). BOTH DOT HOUSE AND THE HEALTH CENTER ARE MEMBERS OF HEALTH SERVICES PARTNERSHIP OF DORCHESTER (D/B/A DOTWELL), WHICH THE HEALTH CENTER PAID $1,260,665 FOR MANAGEMENT FEES. FOR THE PERIOD FROM OCTOBER 2011 TO APRIL 2012, PATRICIA ROSS WAS THE SHARED CFO BETWEEN CODMAN SQUARE AND A RELATED ORGANIZATION. THE CFO POSITION WAS NOT FILLED FOR THE REMAINDER OF FY2012 AFTER HER RESIGNATION. 0 ANTHONY STANKIEWICZ OFFICER - CSHC; BOARD MEMBER - CSHEC 154430 BOARD MEMBER FOR CSHEC, A RELATED ORGANIZATION. 0 GABE VONLEH OFFICER - CSHC; BOARD MEMBER - CSHEC 170232 BOARD MEMBER FOR CSHEC, A RELATED ORGANIZATION. 0 X 1 293000 BOOK VALUE 0 0 0 PROPERTY TRANSFER TO CSHEC 2012-12-31 7288786 BOOK VALUE 453666184 CODMAN SQUARE HEALTH AND EDUCATION CENTER INC 637 WASHINGTON STREET DORCHESTER MA 02124 501(C)(3) 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 DURING THE CURRENT YEAR, THE CFO POSITION WAS PURCHASED FROM AN ORGANIZATION THAT THE CODMAN SQUARE HEALTH CENTER HAS A 50% INTEREST IN. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND MEMBERS OF THE BOARD MUST COMPLETE ANNUAL SIGN OFFS ON THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CEO IS DETERMINED AND EVALUATED BY THE BOARD OF DIRECTORS. THE BOARD HAS ENGAGED AN INDEPENDENT CONSULTANT TO REVIEW AND MAKE RECOMMENDATIONS REGARDING COMPENSATION AND BENEFITS. COMPENSATION OF OTHER OFFICERS AND KEY STAFF MEMBERS IS DETERMINED BY THE HUMAN RESOURCES, IN CONJUNCTION WITH THE CEO AND EXECUTIVE TEAM. THE MASSACHUSETTS LEAGUE OF COMMUNITY HEALTH CENTERS ANNUAL SALARY AND COMPENSATION SURVEY IS USED DURING SUCH REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 CODMAN SQUARE HEALTH CENTER MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII FOR THE PERIOD FROM OCTOBER 2011 THROUGH APRIL 2012, PATRICIA ROSS WAS THE SHARED CFO BETWEEN CODMAN SQUARE AND A RELATED ORGANIZATION. THE CFO POSITION WAS NOT FILLED FOR THE REMAINDER OF FY2012 AFTER HER RESIGNATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 297,962. THERE HAS BEEN NO CHANGE TO THE PROCESS SINCE THE PRIOR YEAR. HEALTH SERVICES PARTNERSHIP OF DORCESTER INC DBA DOTWELL 1452 DORCHESTER AVE DORCHESTER MA 02122 043433538 COMMUNITY BASED SERVICES MA 501(C)3 509(A)(3) N/A 0 CODMAN SQUARE HEALTH AND EDUCATION CENTER INC 637 WASHINGTON STREET DORCHESTER MA 02122 PROVIDE EDUCATIONAL HEALTH RELATED SERVICES. MA 501(C)3 509(A)(2) N/A 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 CODMAN SQUARE HEALTH AND EDUCATION CENTER INC E 500000 AMOUNT DUE FROM CSHEC HEALTH SERVICES PARTNERSHIP OF DORCHESTER INC DBA DOTWELL N 1260665 MANAGEMENT FEES PAID TO DOTWELL HEALTH SERVICES PARTNERSHIP OF DORCHESTER INC DBA DOTWELL D 14140 AMOUNT DUE TO DOTWELL CODMAN SQUARE HEALTH AND EDUCATION CENTER INC Q 7288786 CONTRIBUTED PROPERTY