ATRIUS HEALTH INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUS HEALTH INC (EIN 04-3397450)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-09
- IRS object ID
- 201213149349302356
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-09T15:44:13-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043138777 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CROWN COLONY DRIVE SUITE 400 | AddressLine1 |
| City | QUINCY | City |
| State | MA | State |
| ZIP Code | 02169 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043397450 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD VANGUARD MEDICAL ASSOCIATES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARV | NameControl |
| Phone | 6175598181 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 GROVE STREET NO 3-300 | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02466 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS M CONGORAN | Name |
| Title | CFO | Title |
| Phone | 6175598181 | Phone |
| Date Signed | 2012-11-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT V DANDROW | Name |
| PTIN | P00294799 | PTIN |
| Phone | 6174220007 | Phone |
| Date Prepared | 2012-11-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | H EUGENE LINDSEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 GROVE STREET NO 3-300 | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02466 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1352649314 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HARVARDVANGUARD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | WE CARE FOR PATIENTS COMPASSIONATELY AND EFFECTIVELY, WITH THE HIGHEST MEDICAL AND ETHICAL STANDARDS. WE BUILD A BETTER FUTURE FOR OUR COMMUNITIES THROUGH TEACHING, LEADERSHIP IN HEALTH CARE INNOVATION, AND PHILANTHROPY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5166 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 294208 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -23562 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 44284 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 113619 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1275208465 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1321459939 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1295033 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2337607 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 8502008 | OtherRevenuePriorYear |
| Other Revenue Current Year | 8812066 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1285049790 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1332723231 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 56704 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 444523260 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 477191645 | 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 | 812201647 | OtherExpensePriorYear |
| Other Expenses Current Year | 814553353 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1256781611 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1291744998 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 28268179 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 40978233 | RevenuesLessExpensesCY |
| Total Assets BOY | 455110441 | TotalAssetsBOY |
| Total Assets EOY | 597716711 | TotalAssetsEOY |
| Total Liabilities BOY | 311626162 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 428989496 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 143484279 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 168727215 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE CARE FOR PATIENTS COMPASSIONATELY AND EFFECTIVELY, WITH THE HIGHEST MEDICAL AND ETHICAL STANDARDS. WE BUILD A BETTER FUTURE FOR OUR COMMUNITIES THROUGH TEACHING, LEADERSHIP IN HEALTH CARE INNOVATION, AND PHILANTHROPY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1208301864 | Expense |
| Revenue | 1326080119 | Revenue |
| Description | IN 2011 HARVARD VANGUARD PROVIDED MEDICAL, PREVENTATIVE AND OTHER CLINICAL SERVICES TO ITS APPROXIMATELY 420,000 PATIENTS THROUGH 1,817,277 PATIENT VISITS (INCLUDING 123,006 MEDICAID VISITS AND 297,209 MEDICARE VISITS). HARVARD VANGUARD WORKS WITH THE OTHER PARTICIPATING ORGANIZATIONS OF ATRIUS HEALTH, INC. TO IMPROVE THE QUALITY OF HEALTH CARE SERVICES PROVIDED TO PATIENTS IN EASTERN AND CENTRAL MASSACHUSETTS THROUGH CLINICAL INTEGRATION AND THE IMPLEMENTATION OF A UNIFIED ELECTRONIC MEDICAL RECORD SYSTEM. HARVARD VANGUARD PARTICIPATED IN EDUCATIONAL AND TRAINING PROGRAMS FOR MEDICAL STUDENTS AND MEDICAL RESIDENTS AND FOR OTHER HEALTHCARE PROFESSIONALS INCLUDING PHYSICIAN ASSISTANTS AND NURSES, SUCH PROGRAMS INCLUDED 184 CLINICIAN TEACHERS. HARVARD VANGUARD CONDUCTED CLINICAL RESEARCH ACTIVITIES WHICH WILL IMPACT THE COMMUNITIES AT LARGE. | Description |
| Total Program Service Expense | 1208301864 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 223 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5166 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY SAVASTANO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6175598181 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 GROVE STREET SUITE 3-300 | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 024662275 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DANIEL C BURNES MD | |||||||||
| TRUSTEE; DERMATOLOGIST | 44.40 | X | 382656 | 6000 | 76983 | ||||
| GERARD COX | |||||||||
| INDEPENDENT TRUSTEE (TO 3.14.11) | 4.00 | X | 26950 | 0 | 0 | ||||
| HELEN DAJER CNM | |||||||||
| APC TRUSTEE (EFF 11.14.11); NURSE LEADER | 40.00 | X | 150752 | 0 | 15490 | ||||
| ELIZABETH Z FEIN | |||||||||
| APC TRUSTEE (TO 10.18.11); NURSE LEADER | 50.00 | X | 183902 | 0 | 32936 | ||||
| GLADYS M GIBBS MD | |||||||||
| TRUSTEE (TO 5.9.11); CHIEF-OB/GYN | 50.00 | X | 322748 | 0 | 41463 | ||||
| JAMES HOYTE | |||||||||
| INDEPENDENT TRUSTEE (EFF 7.11.11) | 4.00 | X | 0 | 0 | 0 | ||||
| JOHN V INGARD MD | |||||||||
| TRUSTEE; CHIEF-INTERNAL MEDICINE | 40.00 | X | 246206 | 0 | 88926 | ||||
| HIKARU ISIHARA MD | |||||||||
| TRUSTEE; INTERNIST | 50.00 | X | 264235 | 6000 | 82829 | ||||
| BARBARA KIVOWITZ | |||||||||
| INDEPENDENT TRUSTEE (EFF 7.11.11) | 4.00 | X | 0 | 0 | 0 | ||||
| ADELE LANGEVIN | |||||||||
| INDEPENDENT TRUSTEE (TO 11.15.11) | 4.00 | X | 0 | 0 | 0 | ||||
| NOELLE S LAWLER PA-C MHP | |||||||||
| APC TRUSTEE; ASSOCIATE CHIEF-PA | 50.00 | X | 162953 | 0 | 39647 | ||||
| JOSEPH MCCABE MD | |||||||||
| TRUSTEE; CHIEF-BEHAVIORAL HEALTH | 50.00 | X | 260657 | 0 | 85871 | ||||
| DANIEL H SLATER MD | |||||||||
| TRUSTEE (TO 9.13.11); CHIEF-PED. | 50.00 | X | 275001 | 0 | 99488 | ||||
| RANDY SUSAN STONE | |||||||||
| INDEPENDENT TRUSTEE | 4.00 | X | 18550 | 0 | 0 | ||||
| LESLIE TESO-LICHTMAN | |||||||||
| INDEPENDENT TRUSTEE (TO 5.15.11) | 4.00 | X | 14075 | 0 | 0 | ||||
| LORI WROBLE MD | |||||||||
| TRUSTEE (EFF 6.13.11); CHIEF-OB/GYN | 50.00 | X | 317212 | 0 | 56664 | ||||
| THOMAS M CONGORAN | |||||||||
| CFO | 50.00 | 214152 | 321228 | 225749 | X | ||||
| H EUGENE LINDSEY MD | |||||||||
| PRES & CEO | 50.00 | 152923 | 458768 | 263933 | X | ||||
| KIMBERLY L NELSON | |||||||||
| CLERK, VP, CHIEF LEGAL OFFICER | 50.00 | 132867 | 246753 | 157714 | X | ||||
| LESLIE E SCHWAB MD | |||||||||
| CMO | 50.00 | 504443 | 0 | 240198 | X | ||||
| LELAND J STACY | |||||||||
| TREASURER | 50.00 | 157965 | 157965 | 160040 | X | ||||
| MARY M DAWLEY | |||||||||
| CHIEF-OPERATIONS | 50.00 | 467505 | 0 | 186852 | X | ||||
| DANIEL D MORIARTY | |||||||||
| CIO | 50.00 | 35141 | 316277 | 193058 | X | ||||
| MICHAEL K PINNOLIS | |||||||||
| EXECUTIVE VICE PRESIDENT | 50.00 | 535439 | 0 | 223951 | X | ||||
| LOUIS A BLEY MD | |||||||||
| ORTHOPEDIST | 50.00 | 829813 | 0 | 113089 | X | ||||
| RALPH IANNUZZI MD | |||||||||
| CHIEF-OTOLARYNGOLOGY | 50.00 | 845689 | 0 | 58712 | X | ||||
| KAI MITHOEFER MD | |||||||||
| ORTHOPEDIST | 50.00 | 761462 | 0 | 80385 | X | ||||
| JAMES E PHILLIPS MD | |||||||||
| ORTHOPEDIST | 50.00 | 800910 | 0 | 102586 | X | ||||
| YVONA TRNKA MD | |||||||||
| CHIEF-GASTROENTEROLOGY | 50.00 | 722974 | 0 | 120037 | X | ||||
| RICHARD MARSHALL MD | |||||||||
| FMR CMO; DIRECTOR-RESEARCH | 37.50 | 209882 | 0 | 61197 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 8997062 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1512991 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2807798 | TotalOtherCompensation |
| Number Individuals GT100 K | 923 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ALLIANCE ONCOLOGY LLC | |||||
| PO BOX 6600 | NEWPORT BEACH | CA | 92658 | ONCOLOGY SERVICES | 3739145 |
| UMASS MEMORIAL MEDICAL CENTER | |||||
| PO BOX 15492 | WORCESTER | MA | 01615 | LABORATORY SERVICES | 3268312 |
| AMERICAN CLEANING COMPANY | |||||
| PO BOX 390702 | CAMBRIDGE | MA | 02139 | CLEANING SERVICES | 2268345 |
| EPIC | |||||
| PO BOX 88314 | MILWAUKEE | WI | 53288 | INFORMATION SYSTEMS SUPPORT | 2162740 |
| COMMONWEALTH HEMATOLOGY ONCOLOGY PC | |||||
| 10 WILLARD STREET | QUINCY | MA | 02169 | HEMATOLOGY/ONCOLOGY SERVICES | 2012810 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 53 | NumberOfContractorsGT100K |
| Related Organizations | 113619 | RelatedOrganizations |
| Noncash Contributions | 72390 | NoncashContributions |
| Total Contributions | 113619 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CAPITATION FEES | 621110 | 921764753 | 921764753 | |
| FEE FOR SERVICE | 621110 | 326867243 | 326698849 | 168394 |
| OTHER | 621110 | 38288358 | 38288358 | |
| MEDICARE/MEDICAID | 621110 | 31848910 | 31848910 | |
| PROGRAM RELATED INVEST | 621500 | 2690675 | 2690675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1321459939 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2866832 | TotalRevenueColumn |
| Exclusion | $2,866,832 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4023492 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4023492 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4023492 | TotalRevenueColumn |
| Unrelated Business Revenue | 125814 | UnrelatedBusinessRevenue |
| Exclusion | $3,897,678 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19396858 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19926083 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -529225 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -529225 | TotalRevenueColumn |
| Exclusion | -$529,225 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUBPART F - FORM 5471 | Description |
| Business Code | 524298 | BusinessCode |
| Total Revenue Column | 4788574 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4788574 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4788574 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1332723231 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1326080119 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 294208 | UnrelatedBusinessRevenue |
| Exclusion | $6,235,285 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9244084 | Total |
| Program Services | 7393329 | ProgramServices |
| Management And General | 1850755 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 369388545 | Total |
| Program Services | 330713742 | ProgramServices |
| Management And General | 38674803 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30386941 | Total |
| Program Services | 27140825 | ProgramServices |
| Management And General | 3246116 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45489868 | Total |
| Program Services | 41055697 | ProgramServices |
| Management And General | 4434171 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22682207 | Total |
| Program Services | 20259157 | ProgramServices |
| Management And General | 2423050 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 980972 | Total |
| Program Services | 521828 | ProgramServices |
| Management And General | 459144 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226500 | Total |
| Management And General | 226500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515473418 | Total |
| Program Services | 503202562 | ProgramServices |
| Management And General | 12270856 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1499392 | Total |
| Program Services | 143338 | ProgramServices |
| Management And General | 1356054 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41509295 | Total |
| Program Services | 38410681 | ProgramServices |
| Management And General | 3098614 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12026644 | Total |
| Program Services | 325312 | ProgramServices |
| Management And General | 11701332 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38148467 | Total |
| Program Services | 35941404 | ProgramServices |
| Management And General | 2207063 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902417 | Total |
| Program Services | 592279 | ProgramServices |
| Management And General | 310138 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507579 | Total |
| Program Services | 220742 | ProgramServices |
| Management And General | 286837 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22593618 | Total |
| Program Services | 21786977 | ProgramServices |
| Management And General | 806641 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21814624 | Total |
| Program Services | 21737933 | ProgramServices |
| Management And General | 76691 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PHARMACY EXPENSE | 132973818 | 132973818 | |
| MEDICAL SUPPLIES | 20642965 | 20628596 | 14369 |
| BAD DEBT EXPENSE | 5253644 | 5253644 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1291744998 | Total |
| Program Services | 1208301864 | ProgramServices |
| Management And General | 83443134 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55678 | BOY |
| EOY | 64462 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113534816 | BOY |
| EOY | 142203597 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46836133 | BOY |
| EOY | 47409518 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11963061 | BOY |
| EOY | 11225505 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5612452 | BOY |
| EOY | 85886638 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 371996000 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 161893111 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208941921 | BOY |
| EOY | 210102889 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59298921 | BOY |
| EOY | 84702807 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3527868 | BOY |
| EOY | 3104193 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5339591 | BOY |
| EOY | 13017102 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 455110441 | BOY |
| EOY | 597716711 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 177352033 | BOY |
| EOY | 284354297 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2266581 | BOY |
| EOY | 2169615 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115015000 | BOY |
| EOY | 111535000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 566029 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16426519 | BOY |
| EOY | 30930584 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 311626162 | BOY |
| EOY | 428989496 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143484279 | BOY |
| EOY | 168727215 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143484279 | BOY |
| EOY | 168727215 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 455110441 | BOY |
| EOY | 597716711 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 40978233 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -15735297 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 15731 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 44284 | CurrentTaxYearMinus1Year |
| Current Tax Year | 113619 | CurrentTaxYear |
| Total | 173634 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1006095065 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1089653913 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1246432091 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1275041613 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1321291545 | CurrentTaxYear |
| Total | 5938514227 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1006095065 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1089653913 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1246447822 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1275085897 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1321405164 | CurrentTaxYear |
| Total | 5938687861 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 5938687861 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9873056 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10091595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6577113 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9763627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11678898 | CurrentTaxYear |
| Total | 47984289 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9873056 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10091595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6577113 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9763627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11678898 | CurrentTaxYear |
| Total | 47984289 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1015968121 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1099745508 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1253024935 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1284849524 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1333084062 | CurrentTaxYear |
| Total | 5986672150 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99200 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99200 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00800 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00800 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23710000 | OtherCostOrOtherBasis |
| Book Value | 23710000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 174531635 | OtherCostOrOtherBasis |
| Depreciation | 40307352 | Depreciation |
| Book Value | 134224283 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 53548619 | OtherCostOrOtherBasis |
| Depreciation | 40002752 | Depreciation |
| Book Value | 13545867 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 114869334 | OtherCostOrOtherBasis |
| Depreciation | 81583007 | Depreciation |
| Book Value | 33286327 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5336412 | OtherCostOrOtherBasis |
| Book Value | 5336412 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 210102889 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OBLIGATION ON INTEREST RATE SWAP | $22,163,855 |
| PAYABLE TO RELATED ENTITY - DEDHAM MEDICAL ASSOCIATES, INC. | $1,321,818 |
| PAYABLE TO RELATED ENTITY - SOUTH SHORE MEDICAL CENTER, INC. | $1,694,003 |
| PAYABLE TO RELATED ENTITY - GRANITE MEDICAL GROUP, INC. | $450,593 |
| PAYABLE TO RELATED ENTITY - VENTURE 2-BRN, LLC | $3,579,743 |
| PAYABLE TO RELATED ENTITY - SOUTHBORO MEDICAL GROUP, INC. | $1,190,157 |
| PAYABLE TO RELATED ENTITY - VENTURE 4 WW2, LLC | $530,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 30930584 | TotalOfAmounts |
| Total Revenue | 1332723231 | TotalRevenue |
| Total Expenses | 1291744998 | TotalExpenses |
| Excess Or Deficit For Year | 40978233 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -10914539 | NetUnrealizedGLOnInvestments |
| Other | -$4,820,758 | OtherAmount |
| Total Adjustments | -15735297 | TotalAdjustments |
| Excess Or Deficit Per FS | 25242936 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1327196527 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -665740 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -665740 | RevenueNotRptdF990 |
| Revenue Subtotal | 1327862267 | RevenueSubtotal |
| Other Revenues Not Included | 4860964 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4860964 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1332723231 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1291672608 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1291672608 | ExpensesSubtotal |
| Other Expenses Not Included | 72390 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 72390 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1291744998 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XI, LINE 8 - OTHER ADJUSTMENTS: | Identifier |
| Explanation | CRICO SUBPART F INCOME - INCOME FOR FORM 990, NOT FOR FINANCIAL REPORTING -4,788,574. CHANGE IN INTEREST IN AFFILIATE -32,184. TOTAL TO SCHEDULE D, PART XI, LINE 8: -4,820,758. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (24 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL C BURNES MD | |||||||||||||
| 367008 | 6000 | 0 | 0 | 15648 | 0 | 55299 | 0 | 21684 | 0 | 459639 | 6000 | 21581 | 0 |
| HELEN DAJER CNM | |||||||||||||
| 150111 | 0 | 0 | 0 | 641 | 0 | 11593 | 0 | 3897 | 0 | 166242 | 0 | 0 | 0 |
| ELIZABETH Z FEIN | |||||||||||||
| 169795 | 0 | 7548 | 0 | 6559 | 0 | 22269 | 0 | 10667 | 0 | 216838 | 0 | 25998 | 0 |
| GLADYS M GIBBS MD | |||||||||||||
| 174146 | 0 | 8164 | 0 | 140438 | 0 | 25417 | 0 | 16046 | 0 | 364211 | 0 | 119389 | 0 |
| JOHN V INGARD MD | |||||||||||||
| 211764 | 0 | 11528 | 0 | 22914 | 0 | 58179 | 0 | 30747 | 0 | 335132 | 0 | 30679 | 0 |
| HIKARU ISIHARA MD | |||||||||||||
| 256950 | 6000 | 0 | 0 | 7285 | 0 | 56743 | 0 | 26086 | 0 | 347064 | 6000 | 16438 | 0 |
| NOELLE S LAWLER PA-C MHP | |||||||||||||
| 146152 | 0 | 11565 | 0 | 5236 | 0 | 38330 | 0 | 1317 | 0 | 202600 | 0 | 16565 | 0 |
| JOSEPH MCCABE MD | |||||||||||||
| 239360 | 0 | 7790 | 0 | 13507 | 0 | 58616 | 0 | 27255 | 0 | 346528 | 0 | 28556 | 0 |
| DANIEL H SLATER MD | |||||||||||||
| 250106 | 0 | 6623 | 0 | 18272 | 0 | 69257 | 0 | 30231 | 0 | 374489 | 0 | 28287 | 0 |
| LORI WROBLE MD | |||||||||||||
| 308824 | 0 | 7166 | 0 | 1222 | 0 | 52662 | 0 | 4002 | 0 | 373876 | 0 | 0 | 0 |
| THOMAS M CONGORAN | |||||||||||||
| 156776 | 235164 | 52067 | 78100 | 5309 | 7964 | 78023 | 117035 | 12276 | 18415 | 304451 | 456678 | 61867 | 92800 |
| H EUGENE LINDSEY MD | |||||||||||||
| 106418 | 319253 | 43187 | 129560 | 3318 | 9955 | 59340 | 178020 | 6643 | 19930 | 218906 | 656718 | 49792 | 149375 |
| KIMBERLY L NELSON | |||||||||||||
| 100455 | 186560 | 29700 | 55157 | 2712 | 5036 | 53169 | 98742 | 2031 | 3772 | 188067 | 349267 | 36366 | 67536 |
| LESLIE E SCHWAB MD | |||||||||||||
| 347814 | 0 | 141597 | 0 | 15032 | 0 | 211624 | 0 | 28574 | 0 | 744641 | 0 | 164097 | 0 |
| LELAND J STACY | |||||||||||||
| 116205 | 116205 | 37402 | 37402 | 4358 | 4358 | 66945 | 66945 | 13075 | 13075 | 237985 | 237985 | 45505 | 45505 |
| MARY M DAWLEY | |||||||||||||
| 334066 | 0 | 100129 | 0 | 33310 | 0 | 173875 | 0 | 12977 | 0 | 654357 | 0 | 120623 | 0 |
| DANIEL D MORIARTY | |||||||||||||
| 28926 | 260336 | 5376 | 48387 | 839 | 7554 | 17137 | 154237 | 2168 | 19516 | 54446 | 490030 | 7260 | 65337 |
| MICHAEL K PINNOLIS | |||||||||||||
| 400069 | 0 | 126863 | 0 | 8507 | 0 | 196552 | 0 | 27399 | 0 | 759390 | 0 | 0 | 0 |
| LOUIS A BLEY MD | |||||||||||||
| 811257 | 0 | 0 | 0 | 18556 | 0 | 75384 | 0 | 37705 | 0 | 942902 | 0 | 41576 | 0 |
| RALPH IANNUZZI MD | |||||||||||||
| 817173 | 0 | 8206 | 0 | 20310 | 0 | 54962 | 0 | 3750 | 0 | 904401 | 0 | 13944 | 0 |
| KAI MITHOEFER MD | |||||||||||||
| 734990 | 0 | 24150 | 0 | 2322 | 0 | 75459 | 0 | 4926 | 0 | 841847 | 0 | 36158 | 0 |
| JAMES E PHILLIPS MD | |||||||||||||
| 782354 | 0 | 0 | 0 | 18556 | 0 | 76343 | 0 | 26243 | 0 | 903496 | 0 | 38188 | 0 |
| YVONA TRNKA MD | |||||||||||||
| 700946 | 0 | 11996 | 0 | 10032 | 0 | 86846 | 0 | 33191 | 0 | 843011 | 0 | 52336 | 0 |
| RICHARD MARSHALL MD | |||||||||||||
| 189996 | 0 | 8938 | 0 | 10948 | 0 | 47034 | 0 | 14163 | 0 | 271079 | 0 | 20338 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | PART I, LINE 4B: SCHEDULE J, QUESTION 4B - INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A WHO PARTICIPATED IN, OR RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN - 2011 ALLOCATION LOUIS A. BLEY - $15,000; RALPH A. IANNUZZI - $15,000; KAI MITHOEFER - $15,000; JAMES E. PHILLIPS - $15,000; DANIEL SLATER - $15,000; LORI A. WROBLE - $15,000 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| MA HEALTH & ED FACILITIES AUTHORITY | |||||||
| 042456011 | 57586CCZ6 | 2004-07-01 | 38680000 | FINANCE ACQUISITION OF 4 PRACTICE FACILITIES | 0 | 0 | 0 |
| MA HEALTH & ED FACILITIES AUTHORITY | |||||||
| 042456011 | 57586CQR9 | 2007-03-30 | 88895000 | FINANCE ACQUISITION OF A PRACTICE FACILITY | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|
| 2004 | 0 | 0 | 1 | 1 |
| 2007 | 0 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|
| 0 | 1 | 0 | 0 | 0.03000 | 0.03000 | 1 |
| 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | |||||||||
| 0 | 1 | 1 | 25.000000000000 | 0 | 0 | 0 | 0 | 0 | |
| J P MORGAN & BANK | |||||||||
| 0 | 1 | 1 | 24.700000000000 | 0 | 0 | 0 | 0 | 0 | OF AMERICA |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 72390 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV WITH QUANT. DISC | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | UNDER DATE OF FEBRUARY 14, 2012 HARVARD VANGUARD MEDICAL ASSOCIATES, INC. ("HVMA") AMENDED AND RESTATED ITS BY-LAWS. THE FOLLOWING IS A DESCRIPTION OF THE SUBSTANTIVE CHANGES. ARTICLE II, SECTION 2.02 SETS FORTH THE POWERS OF THE CORPORATE MEMBER (ATRIUS HEALTH, INC.). SECTION 2.02.2 (B) PROVIDED FOR THE CORPORATE MEMBER TO APPROVE, OR DISAPPROVE, THE SELECTION OR REMOVAL OF AT LEAST SIXTY PERCENT (60%) OF THE VOTING MEMBER TRUSTEES AND THE APC TRUSTEES BOTH AS DEFINED IN SECTION 4.02(B) AND (D) OF HVMA'S BYLAWS. AS REVISED, THE CORPORATE MEMBER HAS THE AUTHORITY TO APPROVE, OR DISAPPROVE, THE SELECTION OR REMOVAL OF MORE THAN FIFTY PERCENT (50%) BUT LESS THAN EIGHTY PERCENT (80%) OF THE TRUSTEES AS DEFINED IN SECTION 4.02 OF THE BYLAWS PROVIDED THE TRUSTEES PRESENTED FOR APPROVAL SHALL INCLUDE ANY INDIVIDUAL APPOINTED BY HVMA TO SERVE AS A PHYSICIAN TRUSTEE/MEMBER OF THE CORPORATE MEMBER AND NO TRUSTEE, DIRECTOR, AGENT OR EMPLOYEE OF THE CORPORATE MEMBER MAY SERVE AS A TRUSTEE OF HVMA, UNLESS INCLUDED WITHIN THOSE TRUSTEES APPROVED BY THE CORPORATE MEMBER AS NOTED IN THE BYLAWS. ARTICLE IV, SECTION 4.02 SETS FORTH THE NUMBER AND QUALIFICATIONS OF HVMA TRUSTEES. SECTION 4.02 PROVIDED THAT THE BOARD OF TRUSTEES CONSIST OF BETWEEN 11 TO 13 TRUSTEES, COMPRISED OF SIX (6) VOTING MEMBER TRUSTEES, NO LESS THAN THREE (3) AND NO MORE THAN FIVE (5) INDEPENDENT TRUSTEES, AND TWO (2) ADVANCED PRACTICE TRUSTEES ("APC TRUSTEES"). AS AMENDED, THE BOARD OF TRUSTEES CONSISTS BETWEEN 13 TO 15 TRUSTEES, WITH THE INCREASE IN THE NUMBER OF INDEPENDENT TRUSTEES TO NO LESS THAN FIVE (5) AND NO MORE THAN SEVEN (7) INDEPENDENT TRUSTEES. THE AMENDED BYLAW CLARIFIED THAT THE APPOINTMENT OF INDEPENDENT TRUSTEES IS SUBJECT TO THE APPROVAL OF HVMA'S CORPORATE MEMBER AND PROVIDED THAT THE APPOINTMENT OF INDEPENDENT TRUSTEES IS EFFECTED BY A MAJORITY VOTE OF THE TRUSTEES. ARTICLE IV, SECTION 4.03 PROVIDED THAT ALL CATEGORIES OF TRUSTEES COULD BE RE-ELECTED FOR AN UNLIMITED NUMBER OF TERMS. AS REVISED, APC TRUSTEES AND INDEPENDENT TRUSTEES MAY BE APPOINTED FOR NO MORE THAN THREE CONSECUTIVE THREE-YEAR TERMS. | |
| FORM 990, PART VI, SECTION A, LINE 6 | HARVARD VANGUARD MEDICAL ASSOCIATES, INC. (THE CORPORATION) HAS THREE CLASSES OF MEMBERS: 1. THE CORPORATE MEMBER (ATRIUS HEALTH, INC.) - THE CORPORATE MEMBER CAN BE REMOVED ONLY IF HARVARD VANGUARD IS REMOVED, BY THE CORPORATE MEMBER, AS A PARTICIPATING ORGANIZATION IN THE ATRIUS HEALTH SYSTEM. THE CORPORATE MEMBER HAS CERTAIN DEFINED APPROVAL RIGHTS OF THE ACTIONS OF THE CORPORATION. 2. THE FOUNDING MEMBERS (ALSO REFERRED TO AS THE VOTING MEMBER TRUSTEES OR THE PHYSICIAN TRUSTEES) ARE THE PHYSICIAN TRUSTEES ELECTED TO THE BOARD BY THE VOTING MEMBERS OF THE CORPORATION (DEFINED BELOW) WHO HAVE CERTAIN STATUTORY POWERS AND OTHER POWERS DEFINED IN THE BYLAWS. 3. THE VOTING MEMBERS OF THE CORPORATION (VMOC)- VMOCS ARE THE PHYSICIAN OR DENTIST EMPLOYEES OF THE CORPORATION WHO MUST (A) BE AN EMPLOYEE OF THE CORPORATION IN GOOD STANDING; (B) HAVE A MINIMUM WORK SCHEDULE REQUIREMENT OF .5 FTE; (C) BE EMPLOYED BY THE CORPORATION FOR AT LEAST 2 YEARS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE VOTING MEMBERS OF THE CORPORATION ELECT THE PHYSICIAN TRUSTEES (ALSO KNOWN AS THE FOUNDING MEMBERS AND THE VOTING MEMBER TRUSTEES). | |
| FORM 990, PART VI, SECTION A, LINE 7B | MOST MAJOR DECISIONS OF THE BOARD MUST BE APPROVED BY THE CORPORATE MEMBER. THE CORPORATE MEMBER MUST APPROVE ALL BUDGETS, PLANS, AND MATERIAL CHANGES; APPROVE ALL PROGRAM CHANGES; APPROVE ANY AMENDMENT TO THE ARTICLES OF ORGANIZATION AND OR BY-LAWS; APPROVE COMPENSATION STRUCTURES AND RANGES FOR DIRECTORS, PHYSICIANS, SENIOR MANAGERS AND OTHER PROFESSIONALS; AND, IN GENERAL APPROVE ANY OTHER ACTIONS NOT IN THE NORMAL COURSE OF BUSINESS. IN ADDITION TO POWERS PROVIDED BY LAW, THE ARTICLES OF ORGANIZATION AND HARVARD VANGUARD'S BYLAWS, THE CORPORATE MEMBER HAS AUTHORITY TO: (A) LEVY ASSESSMENTS TO COVER THE CORPORATE MEMBER'S COSTS OF OPERATIONS; (B) APPROVE, OR DISAPPROVE, THE SELECTION OR REMOVAL OF MORE THAN FIFTY PERCENT (50)%, BUT LEAA THAN EIGHTY PERCENT (80%) OF HARVARD VANGUARD'S TRUSTEES AND, ACT AS HARVARD VANGUARD'S EXCLUSIVE AGENT FOR PURPOSES OF NEGOTIATING PAYOR CONTRACTS FOR HARVARD VANGUARD AND THE OTHER PARTICIPATING ORGANIZATIONS AS DEFINED IN THE CORPORATE MEMBER'S BYLAWS. UPON DISSOLUTION OF HARVARD VANGUARD, THE NET ASSETS OF HARVARD VANGUARD WILL BE DISPOSED OF TO ATRIUS HEALTH, INC. PROVIDED IT IS THEN EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE VOTING MEMBER TRUSTEES (ALSO KNOWN AS FOUNDING MEMBERS AND PHYSICIAN TRUSTEES) HAVE CERTAIN DEFINED POWERS AS SET FORTH IN THE BYLAWS INCLUDING: (A) AMENDMENT OF THE CORPORATION'S ARTICLES OF ORGANIZATION; (B) AMENDMENT OF THE CORPORATION'S BYLAWS; (C) SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; (D) MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION; AND (E) HAVE THE POWERS RESERVED TO MEMBERS SET FORTH IN CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS. THESE ACTIONS ARE SUBJECT TO THE APPROVAL OF THE CORPORATE MEMBER AS DESCRIBED ABOVE. CERTAIN OF THE INDEPENDENT TRUSTEES SERVE AS THE MEMBERS OF THE COMPENSATION COMMITTEE FOR THE CORPORATION. THE CORPORATIONS BY-LAWS DIRECT THE COMPENSATION COMMITTEE TO: (I) CONSULT WITH A NATIONALLY RECOGNIZED COMPENSATION CONSULTING COMPANY TO ASSIST IT IN DETERMINING THAT SUCH COMPENSATION RANGES AND STRUCTURE ARE REASONABLE (AS DEFINED BY APPLICABLE INTERNAL REVENUE SERVICE REGULATIONS AND RULINGS); (II) ADOPT AND IMPLEMENT POLICIES AND PROCEDURES CONSISTENT WITH SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME, AND THE REGULATIONS ISSUED THEREUNDER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ATRIUS HEALTH ENGAGED AN OUTSIDE TAX/ACCOUNTING FIRM TO REVIEW AND PREPARE THE FORM 990 FOR HARVARD VANGUARD. AN INTERNAL TEAM AT HARVARD VANGUARD INCLUDING STAFF FROM LEGAL, ACCOUNTING, AND HUMAN RESOURCES DEPARTMENTS WORK CLOSELY WITH THE OUTSIDE FIRM TO PREPARE THE DOCUMENT. ALL INFORMATION ON THE 990 RELATING TO COMPENSATION (INCLUDING PART VI, PART VII, AND SCHEDULE J) IS FORMALLY REVIEWED AND APPROVED BY THE HARVARD VANGUARD COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF INDEPENDENT TRUSTEES, AND BY THE COMPENSATION COMMITTEE OF ATRIUS HEALTH (HVMA'S CORPORATE MEMBER), WHICH IS COMPOSED OF INDEPENDENT TRUSTEES. IN ADDITION, THE ATRIUS HEALTH AUDIT & COMPLIANCE COMMITTEE, ACTING IN ITS DELEGATED ROLE TO OVERSEE THE PREPARATION OF HARVARD VANGUARD'S 990, FORMALLY REVIEWS AND APPROVES THE 990. A DRAFT 990 IS PROVIDED TO THE MEMBERS OF THE AUDIT & COMPLIANCE COMMITTEE IN ADVANCE OF A MEETING WHERE THE OUTSIDE FIRM PRESENTS MAJOR HIGHLIGHTS AND ISSUES (IF ANY). THEN, A FINAL DRAFT 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES OF HARVARD VANGUARD BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ARTICLE 11 OF HARVARD VANGUARD'S BY-LAWS, TITLED "CONFLICTS OF INTEREST", CONTAINS HARVARD VANGUARD'S POLICY AND COMPLIANCE PROCEDURES. HARVARD VANGUARD OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AS DEFINED BY THE POLICY AND THE IRS. OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICTS OF INTEREST DISCLOSURE FORM. THE RESPONSES ARE REVIEWED BY THE GENERAL COUNSEL. IN THE EVENT A CONFLICT IS DISCLOSED THE GENERAL COUNSEL REVIEWS SUCH CONFLICT WITH THE CHAIR OF THE BOARD OF TRUSTEES AND THE CHAIR OF THE GOVERNANCE COMMITTEE. IN ACCORDANCE WITH THE CONFLICTS OF INTEREST POLICY, ANY SUCH DISCLOSURE THAT MEETS THE DEFINITION OF A POTENTIAL CONFLICT IS REVIEWED BY THE BOARD OF TRUSTEES AND ADDRESSED AS DIRECTED BY THE BOARD. IN ACCORDANCE WITH THE POLICY, OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST THAT ARISES DURING THE YEAR AND ANY SUCH POTENTIAL CONFLICT WOULD BE REVIEWED IN ACCORDANCE WITH THE PROCESS NOTED ABOVE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION PROGRAMS FOR THE HARVARD VANGUARD MEDICAL ASSOCIATES OFFICERS AND KEY EMPLOYEES AND THE PHYSICIAN COMPENSATION MODELS ARE PREPARED IN COMPLIANCE WITH IRS GUIDELINES. COMPENSATION RECOMMENDATIONS ARE MADE BASED ON A PAY FOR PERFORMANCE COMPENSATION MODEL AND A COMPENSATION PHILOSOPHY APPROVED BY THE HARVARD VANGUARD COMPENSATION COMMITTEE WHICH IS MADE UP OF INDEPENDENT TRUSTEES. THE INDEPENDENT COMPENSATION COMMITTEE DETERMINES COMPENSATION FOR ALL OFFICERS AND KEY EMPLOYEES BASED ON RESEARCH AND STATEMENTS OF REASONABLENESS FROM NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS TO ASSIST THEM IN DETERMINING THE MARKET COMPETITIVENESS AND REASONABLENESS OF THE COMPENSATION. THE KEY CRITERIA FOR THE OFFICERS, KEY EMPLOYEES AND PHYSICIANS ARE MARKET COMPETITIVENESS AND INDIVIDUAL PERFORMANCE. COMPENSATION DECISIONS BY THE COMMITTEE ARE MADE IN ADVANCE OF IMPLEMENTATION, AND ARE PROPERLY DOCUMENTED ON A TIMELY BASIS IN COMMITTEE MINUTES. ALL COMPENSATION DECISIONS RELATED TO OFFICERS AND KEY EMPLOYEES AND THE PHYSICIAN COMPENSATION MODELS MUST BE APPROVED BY THE HARVARD VANGUARD COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES AND BY HVMA'S CORPORATE MEMBER. STIPENDS ARE AWARDED TO THE TRUSTEES OF THE CORPORATION IN RECOGNITION OF THE TIME DEVOTED TO PARTICIPATE IN BOARD ACTIVITIES. TRUSTEE STIPENDS WERE REVIEWED AND DEEMED REASONABLE BY NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS. THE BOARD ELECTED TO NO LONGER PAY STIPENDS TO TRUSTEES BEGINNING JULY 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE ATTACHED TO THE MA FORM PC FILED WITH THE ATTORNEY GENERAL'S OFFICE, WHICH IS OPEN TO PUBLIC INSPECTION. THE ARTICLES OF ORGANIZATION ARE AVAILABLE AT THE MASSACHUSETTS SECRETARY OF STATE'S OFFICE, INCLUDING ON-LINE. OTHER GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. REQUESTS FOR COPIES OF SUCH DOCUMENTS ARE CONSIDERED ON A CASE BY CASE BASIS. | |
| FORM 990 - PARTS VII, IX, X AND SCHEDULE J | HVMA LEASES EMPLOYEES TO RELATED ORGANIZATIONS AND IS REIMBURSED. THE REIMBURSEMENTS ARE REPORTED AS REVENUE. SCHEDULE J (FORM 990) AND PARTS VII AND X OF FORM 990 REPORT THE COMPENSATION OF INDIVIDUALS LISTED IN PART VII AS PAID BY HVMA AND AH BASED ON THE COMPENSATION CHARGED TO EACH ORGANIZATION. FORM 990, PART VII - AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS DANIEL BURNES, MD IS A PHYSICIAN AT HVMA AND A TRUSTEE OF HVMA AND ATRIUS HEALTH, INC. DR. BURNES AVERAGED 2 HOURS PER WEEK IN ACTIVITIES RELATED TO ATRIUS HEALTH, INC. HIKARU ISIHARA, MD IS A PHYSICIAN AT HVMA AND A TRUSTEE OF HVMA, ATRIUS HEALTH, INC. AND ATRIUS HEALTH FOUNDATION, INC. DR ISIHARA AVERAGED 2 HOURS PER WEEK IN ACTIVITIES RELATED TO ATRIUS HEALTH, INC. (INCLUDING ACTIVITIES OF ITS FOUNDATION WHICH IS A SUPPORTING ORGANIZATION). LESLIE SCHWAB, MD IS THE CHIEF MEDICAL OFFICER OF HVMA AND A TRUSTEE OF ATRIUS HEALTH FOUNDATION, INC. DR. SCHWAB'S TIME DEVOTED TO FOUNDATION ACTIVITIES WAS MINIMAL. LELAND J.STACY IS HVMA'S TREASURER AND VICE PRESIDENT OF FINANCE. MR. STACY AVERAGED 25 HOURS PER WEEK IN ACTIVITES RELATED TO ATRIUS HEALTH, INC. THE FOLLOWING INDIVIDUALS ACT IN THE SAME CAPACITY FOR HVMA AND ATRIUS HEALTH, INC. (AH). AH REIMBURSES HVMA FOR THE VALUE OF THE SERVICES PROVIDED. H. EUGENE LINDSEY - PRESIDENT AND CEO (ALSO FOUNDATION TRUSTEE ) THOMAS M. CONGORAN - CFO (ALSO TREASURER OF AH) KIMBERLY L. NELSON - CHIEF LEGAL OFFICER (ALSO CLERK OF HVMA) DANIEL D. MORIARTY - CIO | COMPENSATION REIMBURSED FOR LEASED EMPLOYEES (REPORTING): |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -10,914,539. CRICO SUBPART F INCOME - INCOME FOR FORM 990, NOT FOR FINANCIAL REPORTING -4,788,574. CHANGE IN INTEREST IN AFFILIATE -32,184. TOTAL TO FORM 990, PART XI, LINE 5: -15,735,297. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ATRIUS HEALTH INC | ||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 010803117 | ORGANIZE AND INTEGRATE HEALTHCARE DELIVERY | MA | 501(C)(3) | LINE 9 | N/A | 0 |
| DEDHAM MEDICAL ASSOCIATES INC | ||||||||||
| ONE LYONS STREET | DEDHAM | MA | 02026 | 043136240 | MULTI-SPECIALTY MEDICAL GROUP | MA | 501(C)(3) | LINE 9 | N/A | 0 |
| SOUTH SHORE MEDICAL CENTER | ||||||||||
| 75 WASHINGTON STREET | NORWELL | MA | 02061 | 042297845 | MULTI-SPECIALTY MEDICAL GROUP | MA | 501(C)(3) | LINE 9 | N/A | 0 |
| SOUTHBORO MEDICAL GROUP | ||||||||||
| 24 NEWTON STREET | SOUTHBORO | MA | 01772 | 042487729 | MULTI-SPECIALTY MEDICAL GROUP | MA | 501(C)(3) | LINE 9 | N/A | 0 |
| GRANITE MEDICAL GROUP INC | ||||||||||
| 500 CONGRESS STREET | QUINCY | MA | 02169 | 043341331 | MULTI-SPECIALTY MEDICAL GROUP | MA | 501(C)(3) | LINE 9 | N/A | 0 |
| ATRIUS HEALTH FOUNDATION INC | ||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 264517944 | SUPPORT ATRIUS HEALTH AND ITS PARTICIPATING ORGANIZATIONS | MA | 501(C)(3) | LINE 11A, I | 0 | |
| RELIANT MEDICAL GROUP INC (FORMERLY FALLON CLINIC INC) | ||||||||||
| 630 PLANTATION STREET | WORCESTER | MA | 01605 | 042472266 | PROVIDE MEDICAL SERVICES | MA | 501(C)(3) | LINE 9 | N/A | 0 |
| RELIANT MEDICAL GROUP FOUNDATION INC (FORMERLY FALLON CLINIC FOUNDATION) | ||||||||||
| 630 PLANTATION STREET | WORCESTER | MA | 01605 | 222912515 | PROMOTE COMMUNITY HEALTH | MA | 501(C)(3) | LINE 7 | N/A | 0 |
| LAKEVIEW MEDICAL INC | ||||||||||
| 44 SOUTHBRIDGE STREET | AUBURN | MA | 01501 | 043106404 | MEDICAL EQUIPMENT SUPPLIER | MA | 501(C)(3) | LINE 9 | N/A | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VENTURE 2-BRN LLC | |||||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 205842227 | MRI SERVICES | MA | N/A | RELATED | 1157079 | 2597958 | 0 | 1 | 0.45000 |
| VENTURE 3-WW LLC | |||||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 208676840 | RADIATION, ONCOLOGY AND CAT SCAN SERVICES | MA | N/A | RELATED | -1338996 | 1331262 | 0 | 1 | 0.48000 |
| VENTURE 4-WW2 LLC | |||||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 262783850 | DIGITAL MAMMOGRAPHY, ULTRASOUND AND BONE DENSITY SERVICES | MA | N/A | RELATED | 858099 | 1187513 | 0 | 1 | 0.46000 |
| VENTURE V-90 LIBBEY LLC | |||||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 274351500 | GASTROINTES- TINAL ENDOSCOPIC SERVICES | MA | N/A | RELATED | -153156 | 578544 | 0 | 0 | 0.30000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|
| CENTRAL MASSACHUSETTS INDEMNITY CO INC | |||||||
| FIRST CARIBBEAN HOUSE GEORGE TOWN | GRAND CAYMAN | CJ | 980405037 | INSURANCE | CJ | N/A | C |
| MASSACHUSETTS ASSURANCE COMPANY LTD | |||||||
| FIRST CARIBBEAN HOUSE GEORGE TOWN | GRAND CAYMAN | CJ | INSURANCE | CJ | N/A | C | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (19 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SOUTH SHORE MEDICAL CENTER INC | ||
| K | 851221 | COST |
| ATRIUS HEALTH INC | ||
| K | 18671509 | SEE STATEMENT |
| VENTURE 2-BRN LLC | ||
| K | 35160 | COST OF SERVICES |
| VENTURE 3-WW LLC | ||
| K | 35160 | COST OF SERVICES |
| VENTURE 4-WW2 LLC | ||
| K | 35160 | COST OF SERVICES |
| DEDHAM MEDICAL ASSOCIATES INC | ||
| K | 359555 | COST |
| SOUTHBORO MEDICAL GROUP INC | ||
| K | 102523 | COST |
| DEDHAM MEDICAL ASSOCIATES INC | ||
| L | 1089715 | COST |
| ATRIUS HEALTH INC | ||
| L | 8994608 | SEE STATEMENT |
| ATRIUS HEALTH FOUNDATION INC | ||
| C | 113619 | COST |
| SOUTH SHORE MEDICAL CENTER INC | ||
| I | 296452 | SUB-LEASE COST |
| ATRIUS HEALTH FOUNDATION INC | ||
| K | 622062 | COST |
| ATRIUS HEALTH FOUNDATION INC | ||
| K | 23817 | COST |
| GRANITE MEDICAL GROUP INC | ||
| K | 268584 | COST |
| VENTURE V-90 LIBBEY LLC | ||
| K | 16500 | COST |
| GRANITE MEDICAL GROUP INC | ||
| L | 46758 | COST |
| DEDHAM MEDICAL ASSOCIATES INC | ||
| R | 335232 | BOARD VOTE-FMV |
| SOUTHBORO MEDICAL GROUP INC | ||
| R | 335232 | BOARD VOTE-FMV |
| VENTURE 2-BRN LLC | ||
| Q | 2250000 | BOARD VOTE-FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHARGES TO/FROM ATRIUS HEALTH, INC. | SCHEDULE R, PART V, LINE 2 | ATRIUS HEALTH, INC. ("ATRIUS") PROVIDES OVERSIGHT AND COORDINATION OF SERVICES AS THE SOLE CORPORATE MEMBER OF SIX TAX-EXEMPT MEDICAL GROUP PRACTICES (PARTICIPATING ORGANIZATIONS) IN EASTERN AND CENTRAL MASSACHUSETTS, OF WHICH HARVARD VANGUARD MEDICAL ASSOCIATES, INC. ("HVMA") IS ONE OF THE PARTICIPATING ORGANIZATIONS. ATRIUS LEASES ITS EMPLOYEES FROM HVMA AND OCCUPIES HVMA SPACE. ATRIUS REIMBURSES HVMA FOR THE PAYROLL COSTS, SPACE OCCUPIED AND SUPPORT SERVICES RECEIVED. THE REIMBURSEMENTS ARE BASED ON PAYROLL PAID, ASSOCIATED EMPLOYEE COSTS AT A SET RATE (DETERMINED ON THE RATIO OF COSTS OF PAYROLL TAXES, EMPLOYEE BENEFITS AND OTHER PAYROLL RELATED COSTS TO THE PAYROLL PAID), AND ALLOCATION OF OTHER COSTS, INCLUDING HVMA OFFICE SPACE OCCUPIED BY ATRIUS PERSONNEL. ADDITIONALLY, HVMA WAS REIMBURSED FOR OTHER DIRECT EXPENSES INCURRED BY HVMA ON BEHALF OF ATRIUS. THE GENERAL CORPORATE COSTS OF ATRIUS ARE ALLOCATED TO THE PARTICIPATING ORGANIZATIONS (PRACTICE GROUP) USING THE AVERAGE OF FOUR METHODOLOGIES - TOTAL REVENUES OF EACH PRACTICE GROUP; PATIENT VISITS; PHYSICIAN FULL TIME EQUIVALENTS; AND PATIENTS. |
| TRANSACTIONS WITH DEDHAM MEDICAL ASSOCIATES, INC. (CODE K AND L) | SCHEDULE R, PART V, LINE 2 | HARVARD VANGUARD MEDICAL ASSOCIATES AND DEDHAM MEDICAL ASSOCIATES HAVE ENTERED INTO SEVERAL JOINT CLINICAL AND ADMINISTRATIVE PROGRAMS. |
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