HARVARD PILGRIM HEALTH CARE FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HARVARD PILGRIM HEALTH CARE FOUNDATION INC (EIN 04-2708004)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349304161
- Schema version
- 2011v1.3
- 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 | 2012-11-15T11:27:20-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | 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 | 042708004 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD PILGRIM HEALTH CARE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BETH CREAVIN | InCareOfName |
| Name Control | HARV | NameControl |
| Phone | 7812636000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 024819181 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELLE CLAYMAN TREASURER | Name |
| Title | VP/CONTROLLER | Title |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175305000 | Phone |
| 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 | LAURA S PEABODY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER ST | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 024819181 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14376949 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HARVARDPILGRIM.ORG/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | SEE ATTACHMENT 1 | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2860871 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14294396 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 64634 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 33542 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 60424 | InvestmentIncomePriorYear |
| Investment Income Current Year | 49011 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2985929 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14376949 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1284050 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1126530 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 261228 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1202010 | 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 | 1813543 | OtherExpensePriorYear |
| Other Expenses Current Year | 979659 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3358821 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3308199 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -372892 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 11068750 | RevenuesLessExpensesCY |
| Total Assets BOY | 3314422 | TotalAssetsBOY |
| Total Assets EOY | 14298666 | TotalAssetsEOY |
| Total Liabilities BOY | 600285 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 476567 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2714137 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13822099 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. (HPHC FOUNDATION) PROVIDES FINANCIAL ASSISTANCE TO SUPPORT SOCIALLY BENEFICIAL COMMUNITY ACTIVITIES THROUGH THE USE OF GRANTS TO NON-PROFIT ORGANIZATIONS FOR PREVENTION ORIENTED PROGRAMS THAT PROMOTE HEALTH AND WELLNESS WITHIN THE SPHERE OF ONE OR MORE PRIORITY FUNDING AREAS. THE HPHC FOUNDATION ALSO DEVELOPS AND MANAGES EMPLOYEE SERVICE AND GIVING ACTIVITIES FOR HARVARD PILGRIM HEALTH CARE, INC., AND PROVIDES CULTURAL COMPETENCY AND MEDICAL INTERPRETER TRAINING PROGRAMS FOR HEALTH CARE PROVIDERS IN THE HARVARD PILGRIM SERVICE AREA. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3142823 | Expense |
| Grants | 1126530 | Grants |
| Revenue | 33542 | Revenue |
| Description | THE HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. OPERATES EXCLUSIVELY IN CONNECTION WITH HARVARD PILGRIM HEALTH CARE, INC. IN 2011, THE HARVARD PILGRIM HEALTH CARE FOUNDATION SUPPORTED HEALTH AND WELLNESS INITIATIVES IN CONNECTION WITH A NUMBER OF COMMUNITY ORGANIZATIONS, SUPPORTED A NUMBER OF NON-PROFIT ORGANIZATIONS THROUGH ITS EMPLOYEE MINI-GRANT AND COMMUNITY SERVICE PROGRAMS AND PROVIDED HEALTH CARE PROVIDERS WITH CULTURAL COMPETENCY AND MEDICAL INTERPRETOR TRAINING PROGRAMS. | Description |
| Total Program Service Expense | 3142823 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | 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 |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| 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 |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | 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 | BETH CREAVIN | NamePerson |
| Telephone Number | 6175095692 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 024819181 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| LAURA S PEABODY | |||||||
| PRESIDENT/CHAIR | 5.0 | X | X | 0 | 546625 | 129238 | |
| JOSEPH L DORSEY MD | |||||||
| DIRECTOR (UNTIL 4/14/11) | 2.0 | X | 0 | 0 | 0 | ||
| RUTH ELLEN FITCH | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| ELINOR GOLDBERG LSW | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| JOSHUA KRAFT | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| SHARON MCCARTHY | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| JOSEPH F O'DONNELL md | |||||||
| DIRECTOR | 2.0 | X | 0 | 27300 | 0 | ||
| PATRICIA A WALRATH | |||||||
| DIRECTOR | 2.0 | X | 0 | 0 | 0 | ||
| MARTIN COHEN | |||||||
| DIRECTOR (AS OF 4/14/11) | 2.0 | X | 0 | 0 | 0 | ||
| MARIANNE E FELICE MD | |||||||
| DIRECTOR (AS OF 4/14/11) | 2.0 | X | 0 | 0 | 0 | ||
| CARTER FRIEND | |||||||
| DIRECTOR (AS OF 11/17/11) | 2.0 | X | 0 | 0 | 0 | ||
| MICHELLE J CLAYMAN | |||||||
| TREASURER | 5.0 | X | 0 | 241970 | 37323 | ||
| THOMAS F MALONEY | |||||||
| CLERK (UNTIL 11/17/11) | 5.0 | X | 0 | 195261 | 42382 | ||
| SUZANNE M FINN | |||||||
| CLERK (AS OF 11/17/11) | 5.0 | X | 0 | 131573 | 32669 | ||
| KAREN VOCI | |||||||
| EXECUTIVE DIRECTOR | 40.0 | 0 | 188270 | 37146 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1330999 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 278758 | 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 | SEE SCHEDULE O | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 14275269 | RelatedOrganizations |
| All Other Contributions | 19127 | AllOtherContributions |
| Total Contributions | 14294396 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONSULTING FEES | 900099 | 5641 | 5641 |
| TUITION FEES | 900099 | 27901 | 27901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 33542 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 49011 | TotalRevenueColumn |
| Exclusion | $49,011 | 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 |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 | 14376949 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33542 | RelatedOrExemptFunctionIncome |
| Exclusion | $49,011 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1126530 | Total |
| Program Services | 1126530 | 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 | 188270 | Total |
| Program Services | 150616 | ProgramServices |
| Management And General | 37654 | ManagementAndGeneral |
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 | 741146 | Total |
| Program Services | 734864 | ProgramServices |
| Management And General | 6282 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272594 | Total |
| Program Services | 259708 | ProgramServices |
| Management And General | 12886 | ManagementAndGeneral |
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 | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147692 | Total |
| Program Services | 147692 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38668 | Total |
| Program Services | 38236 | ProgramServices |
| Management And General | 432 | ManagementAndGeneral |
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 | 135148 | Total |
| Program Services | 132467 | ProgramServices |
| Management And General | 2681 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32504 | Total |
| Program Services | 30681 | ProgramServices |
| Management And General | 1823 | 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 | 4573 | Total |
| Program Services | 4418 | ProgramServices |
| Management And General | 155 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 |
|---|---|---|---|
| TRAINING EXPENSE | 19364 | 15491 | 3873 |
| BUSINESS EXPENSE | 2426 | 1941 | 485 |
| MANAGEMENT SERVICE EXPENSE | 495419 | 396335 | 99084 |
| VOLUNTEER EVENT EXPENSE | 76461 | 76461 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27404 | Total |
| Program Services | 27383 | ProgramServices |
| Management And General | 21 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3308199 | Total |
| Program Services | 3142823 | ProgramServices |
| Management And General | 165376 | 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 | 607932 | BOY |
| EOY | 11429745 | 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 | 4500 | 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 | 2694588 | BOY |
| EOY | 2848939 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 7402 | BOY |
| EOY | 19982 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3314422 | BOY |
| EOY | 14298666 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3689 | BOY |
| EOY | 22577 | 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 | 596596 | BOY |
| EOY | 453990 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600285 | BOY |
| EOY | 476567 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2714137 | BOY |
| EOY | 13822099 | 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 | 2714137 | BOY |
| EOY | 13822099 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3314422 | BOY |
| EOY | 14298666 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 11068750 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 39212 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | true | 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 | HARVARD PILGRIM HEALTH CARE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042452600 | EIN |
| Type Of Organization | 0 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
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 | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO HPHC, INC. | Description |
| Amount | $453,990 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 453990 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART X, LINE 2: | Identifier |
| Explanation | THIS IS THE FIN48 FOOTNOTE FROM HARVARD PILGRIM HEALTH CARE, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. HPHC, INC., NEW ENGLAND, AND THE FOUNDATION ARE TAX-EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE SERVICE REGULATIONS. THE INSTITUTE HAS NO TAX STATUS AND THEREFORE FOLLOWS THE TAX EXEMPT STATUS OF HPHC, INC., AS ITS SOLE MEMBER. THE INSURANCE AGENCY, THE INSURANCE COMPANY AND HPI ARE TAXABLE ENTITIES. AMOUNTS PROVIDED FOR FEDERAL, AND STATE INCOME TAXES RELATED TO THE TAXABLE ENTITIES HAVE BEEN CLASSIFIED AS OPERATING EXPENSES BECAUSE THEY ARE IMMATERIAL. IN ADDITION, THE AGENCY, INSURANCE COMPANY, AND HPI HAVE IMMATERIAL CURRENT AND DEFERRED TAX ASSETS AND LIABILITIES RELATED TO TEMPORARY DIFFERENCES BETWEEN THE TAX AND FINANCIAL STATEMENT BASIS OF ASSETS AND LIABILITIES. HARVARD PILGRIM DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2011 AND 2010. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (35 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| BIG SISTER ASSOC OF GREATER BOSTON | ||||||||||
| 161 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | 042150651 | 501(C)(3) | 8000 | 0 | N/A | N/A | PROGRAMS & EVENTS |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC | ||||||||||
| 729 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | 043160480 | 501(C)(3) | 9446 | 0 | N/A | N/A | HOMELESS PROGRAM |
| BOYS & GIRLS CLUBS OF BOSTON | ||||||||||
| 50 CONGRESS ST STE 730 | BOSTON | MA | 02109 | 042103922 | 501(C)(3) | 70005 | 0 | N/A | N/A | GROWING UP HEALTHY |
| CAMP SUNSHINE | ||||||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | 222582877 | 501(C)(3) | 22645 | 0 | N/A | N/A | SUPPORT CAMP |
| CITY YEAR INC | ||||||||||
| 200 DOMAINE DRIVE | STRATHAM | NH | 03885 | 222882549 | 501(C)(3) | 21000 | 0 | N/A | N/A | FUND PRGMS & EVENTS |
| CRADLES TO CRAYONS | ||||||||||
| 82 MYRTLE STREET | QUINCY | MA | 02171 | 043584367 | 501(C)(3) | 10250 | 0 | N/A | N/A | BACK PACKS PROG |
| DANIEL HANLEY CENTER FOR HEALTH LEADERSHIP | ||||||||||
| PO BOX 15275 | PORTLAND | ME | 04112 | 204271488 | 501(C)(3) | 12000 | 0 | N/A | N/A | CHILD OBESITY |
| EARTHSHARE OF NEW ENGLAND | ||||||||||
| 675 VFW PKWY 167 | CHESTNUT HILL | MA | 02467 | 223151372 | 501(C)(3) | 8446 | 0 | N/A | N/A | SERVICE |
| EDWARD M KENNEDY INST FOR THE US SENATE | ||||||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | 270963869 | 501(C)(3) | 20000 | 0 | N/A | N/A | STUDY OF US SENATE |
| FOUNDATION FOR HEALTHY COMMUNITIES | ||||||||||
| 125 AIRPORT ROAD | CONCORD | NH | 03301 | 020275078 | 501(C)(3) | 10000 | 0 | N/A | N/A | WALK NH EVENT |
| BARBARA BUSH CHLDRN HSPTL AT ME MED CTR | ||||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | 010238552 | 501(C)(3) | 105307 | 0 | N/A | N/A | GROWING UP HEALTHY |
| MANCHESTER MONARCHS - ANSCHUTZ MANCHESTER HOCKEY | ||||||||||
| 555 ELM STREET | MANCHESTER | NH | 03101 | 020525904 | 501(C)(3) | 10000 | N/A | N/A | FITNESS PROGRAM | |
| CITY OF MANCHESTER | ||||||||||
| 1 CITY HALL PLAZA | MANCHESTER | NH | 03101 | 026000517 | 115 | 10000 | 0 | N/A | N/A | GROWING UP HEALTHY |
| MA FARM BUREAU AGRICULTURAL PRESERVTN CORP | ||||||||||
| 466 CHESTNUT STREET | ASHLAND | MA | 01721 | 043247332 | 501(C)(3) | 25000 | 0 | N/A | N/A | FARM TO SCHL PROJ |
| MASSACHUSETTS PUBLIC HEALTH ASSOCIATION | ||||||||||
| 305 SOUTH STREET | JAMAICA PLAIN | MA | 02130 | 042326503 | 501(C)(3) | 25000 | 0 | N/A | N/A | NUTRITION STANDARDS |
| NEW ENGLAND HANDICAPPED SPORTS ASSN | ||||||||||
| PO BOX 03255 | NEWBURY | NH | 03255 | 237398657 | 501(C)(3) | 6850 | 0 | N/A | N/A | WINTER SPORTS PROG |
| ROSIE'S PLACE | ||||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | 042582187 | 501(C)(3) | 11100 | 0 | N/A | N/A | MEALS/SHLTR INITIATIVE |
| UNITED WAY OF MASSACHUSETTS BAY INC | ||||||||||
| 51 SLEEPER ST 3RD FLR | BOSTON | MA | 02210 | 042382233 | 501(C)(3) | 8446 | 0 | N/A | N/A | SERVICE PROJECT |
| UPPER VALLEY TRAILS ALLIANCE | ||||||||||
| PO BOX 1215 | NORWICH | VT | 05055 | 030369847 | 501(C)(3) | 15000 | 0 | N/A | N/A | WINTER FITNESS |
| AMERICAN RED CROSS | ||||||||||
| 139 MAIN STREET | CAMBRIDGE | MA | 02142 | 530196605 | 501(C)(3) | 14838 | 0 | N/A | N/A | DISASTER RELIEF |
| BOSTON ELITE SWIM TEAM INC | ||||||||||
| PO BOX 300407 | JAMAICA PLAIN | MA | 02130 | 263919137 | 501(C)(3) | 6800 | 0 | N/A | N/A | SWIM PROGRAM |
| FEDERATION OF MASSACHUSETTS FARMERS MARKETS | ||||||||||
| 240 BEAVER STREET | WALTHAM | MA | 02452 | 042666643 | 501(C)(3) | 10000 | 0 | N/A | N/A | FARM TO SCHOOL |
| FITGERALD ELEMENTARY SCHOOL | ||||||||||
| 140 BEAL ROAD | WALTHAM | MA | 02453 | 046001416 | 115 | 5500 | 0 | N/A | N/A | LITERACY PROJECT |
| FOOD PROJECT | ||||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | 043262532 | 501(c)(3) | 5600 | 0 | N/A | N/A | GARDEN PROJECT |
| FRANCISCAN HOSPITAL FOR CHILDREN | ||||||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | 042156082 | 501(C)(3) | 10500 | 0 | N/A | N/A | GROWING UP HEALTHY |
| HEALTH RESOURCES IN ACTION INC | ||||||||||
| 95 BERKLEY STREET | BOSTON | MA | 02116 | 042229839 | 501(c)(3) | 50000 | 0 | N/A | N/A | WELLNESS INITIATIVE |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||||
| 9 ERIE DRIVE | NATICK | MA | 01760 | 135644916 | 501(C)(3) | 6000 | 0 | N/A | N/A | RESEARCH INITIATIVE |
| MASSACHUSETTS HOSPITAL SCHOOL | ||||||||||
| 3 RANDOLPH STREET | CANTON | MA | 02021 | 460446569 | 115 | 6000 | 0 | N/A | N/A | GROWING UP HEALTHY |
| MUSEUM OF SCIENCE | ||||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | 042103916 | 501(C)(3) | 5981 | 0 | n/a | n/a | GROWING UP HEALTHY |
| NASHUA SOUP KITCHEN & SHELTER INC | ||||||||||
| 42 CHESTNUT STREET | NASHUA | NH | 03061 | 020359239 | 501(C)(3) | 10000 | 0 | N/A | N/A | FOOD PANTRY & SHLTR |
| NORWOOD PUBLIC SCHOOLS | ||||||||||
| 1170 WASHINGTON STREET | NORWOOD | MA | 02062 | 046001254 | 115 | 5500 | 0 | N/A | N/A | FITNESS PROGRAM |
| ROCKPORT MUSIC | ||||||||||
| PO BOX 312 | ROCKPORT | MA | 01966 | 222479696 | 501(C)(3) | 5500 | 0 | N/A | N/A | COMMUNITY EVENT |
| SAINT FRANCIS HOUSE INC | ||||||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | 222519129 | 501(C)(3) | 5500 | 0 | N/A | N/A | MOVING AHEAD PROGRAM |
| SEWA INTERNATIONAL USA | ||||||||||
| 78 RATTLESNAKE HILL ROAD | ANDOVER | MA | 01810 | 200638718 | 501(C)(3) | 6000 | 0 | N/A | N/A | CULTURAL EVENT |
| WACHUSETT REGIONAL SCHOOL DISTRICT | ||||||||||
| 285 MAIN STREET | RUTLAND | MA | 01543 | 046006005 | 501(C)(3) | 6000 | 0 | N/A | N/A | HEALTHIER SCHL LUNCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 35 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 2 | Identifier |
| Explanation | MINIGRANTS OF $500 EACH ARE APPROVED BY AN APPOINTED COMMITTEE BEFORE THEY ARE ISSUED, BUT NO FURTHER OVERSIGHT IS DONE SUBSEQUENT TO THEIR ISSUANCE DUE TO THE SMALL DOLLAR VALUE. OTHER MORE SIGNIFICANT COMMUNITY GRANTS REQUIRE A CONCEPT PROPOSAL TO BE SUBMITTED AND APPROVED BY AN APPOINTED COMMITTEE. ONCE THE GRANTS ARE APPROVED, THE FOUNDATION EMPLOYEES PERFORM SITE VISITS AND PERFORM REGULAR EVALUATIONS OF THE GRANTS. ADDITIONALLY, FORMAL FISCAL REPORTING OF ALL GRANTS IS PERFORMED AND REVIEWED BY EMPLOYEES OF THE FOUNDATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURA S PEABODY | |||||||||||||
| 0 | 364721 | 0 | 179282 | 0 | 2622 | 0 | 99600 | 0 | 29638 | 0 | 675863 | 0 | 0 |
| MICHELLE J CLAYMAN | |||||||||||||
| 0 | 187725 | 0 | 53619 | 0 | 626 | 0 | 16643 | 0 | 20680 | 0 | 279293 | 0 | 0 |
| THOMAS F MALONEY | |||||||||||||
| 0 | 164688 | 0 | 29733 | 0 | 840 | 0 | 16144 | 0 | 26238 | 0 | 237643 | 0 | 0 |
| KAREN VOCI | |||||||||||||
| 0 | 155964 | 0 | 28800 | 0 | 3506 | 0 | 14062 | 0 | 23084 | 0 | 225416 | 0 | 0 |
| SUZANNE M FINN | |||||||||||||
| 0 | 121368 | 0 | 9965 | 0 | 240 | 0 | 10777 | 0 | 21892 | 0 | 164242 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART I, LINE 3: | THE FOUNDATION RELIED ON HARVARD PILGRIM HEALTH CARE, INC. (HPHC, INC.), A RELATED ORGANIZATION OF THE FOUNDATION, TO ESTABLISH ITS PRESIDENT AND EXECUTIVE DIRECTOR'S COMPENSATION. THE METHODS USED BY HPHC, INC. ARE AS FOLLOWS: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINE 6B: | HPHC, INC. HAS AN EXECUTIVE INCENTIVE PLAN TO INCENT AND REWARD PARTICIPANTS AND PERMIT THEM TO SHARE IN COMPANY FINANCIAL RESULTS, ENCOURAGE THEM TO WORK AS A TEAM AND PAY COMPETITIVELY, CONSIDERING FINANCIAL CONSTRAINTS. ANNUALLY, SUBJECT TO ORGANIZATION AND INDIVIDUAL PERFORMANCE, THE COMPANY PAYS ELIGIBLE PARTICIPANTS THEIR INCENTIVE COMPENSATION, PART OF WHICH (NO MORE THAN 40% OF THE GOAL) IS CONTINGENT ON OPERATING EARNINGS OF HPHC & AFFILIATES (ON A COMBINED STATUTORY ACCOUNTING BASIS). HPHC adopted a Long-Term Incentive Plan for its Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Chief Legal Officer, Chief Information Officer, and Chief Human ResourceS Officer for fiscal years 2010 - 2012. The plan is based on a variety of performance measures and is earned over a three year period. Some or all of the deferred compensation amounts reported herein for the potential earnings under this plan may or may not be paid to the executives based on the actual results of the performance measures as determined at the end of the three year period. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (16 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| PART I, LINE 6: | THE FOUNDATION'S VOLUNTEERS INCLUDE UNCOMPENSATED DIRECTORS WHO SERVE ON A VOLUNTARY BASIS. | |
| PART VI, LINE 2: | BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVE ON THE BOARDS OF ONE OR MORE FOR PROFIT ORGANIZATIONS RELATED TO THE FOUNDATION: LAURA S. PEABODY - PRESIDENT AND DIRECTOR MICHELLE CLAYMAN - TREASURER | |
| PART VI, LINE 6: | HARVARD PILGRIM HEALTH CARE, INC. IS THE PARENT AND SOLE MEMBER OF THE FOUNDATION. | |
| PART VI, LINE 7A: | HARVARD PILGRIM HEALTH CARE, INC. (HPHC, INC.) IS THE SOLE MEMBER OF THE FOUNDATION. THE HPHC, INC. BOARD OF DIRECTORS AT ITS ANNUAL MEETING RATIFIES THE SLATE OF ELECTED FOUNDATION DIRECTORS WHEN IT ELECTS THE DIRECTORS OF ITS SUBSIDIARIES. ANY VACANCY IN THE FOUNDATION'S BOARD OF DIRECTORS MAY BE FILLED BY THE HPHC, INC. BOARD OF DIRECTORS OR BY THE MAJORITY OF THE FOUNDATION DIRECTORS THEN IN OFFICE. | |
| PART VI, LINE 7B: | THE FOUNDATION'S BYLAWS SET FORTH RESERVED POWERS OF THE SOLE MEMBER, HPHC, INC., WHICH INCLUDE THE POWER TO APPROVE CERTAIN ACTIONS, SUCH AS ANY AMENDMENT TO THE FOUNDATION'S ARTICLES OF ORGANIZATION OR BYLAWS; THE MERGER, CONSOLIDATION OR DISSOLUTION OF THE FOUNDATION; AND THE SALE, LEASE, TRANSFER OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS. | |
| PART VI, LINE 11B: | ONCE THE FOUNDATION'S FORM 990 IS COMPLETED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ACCOUNTANTS, IT IS FIRST REVIEWED BY HARVARD PILGRIM'S INTERNAL MANAGEMENT AND THEN BY HARVARD PILGRIM'S AUDIT COMMITTEE CHAIRPERSON (AN INDEPENDENT MEMBER OF THE BOARD OF DIRECTORS OF HARVARD PILGRIM HEALTH CARE, INC.). THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE HPHC, INC. BOARD OF DIRECTORS AS WELL AS THE FOUNDATION BOARD OF DIRECTORS PRIOR TO THE FORM BEING FILED WITH THE IRS. | |
| PART VI, LINE 12C: | THE FOUNDATION'S DIRECTORS, OFFICERS, AND KEY EMPLOYEE ARE SUBJECT TO HARVARD PILGRIM HEALTH CARE'S CODE OF CONDUCT WHICH INCLUDES A CONFLICTS OF INTEREST POLICY. THE CONFLICTS OF INTEREST POLICY REQUIRES DIRECTORS, OFFICERS, AND THE KEY EMPLOYEE TO DISCLOSE ON AN ONGOING BASIS THE OCCURRENCE OF ANY SITUATION WHEN THEIR OUTSIDE ACTIVITIES, PERSONAL INTERESTS OR RELATIONSHIPS MIGHT INFLUENCE, OR APPEAR TO INFLUENCE, THEIR ABILITY TO MAKE OBJECTIVE DECISIONS IN THE COURSE OF PERFORMING THEIR JOB RESPONSIBILITIES, HINDER OR DISTRACT FROM THE PERFORMANCE OF THEIR JOB RESPONSIBILITIES, ARE PREJUDICIAL TO THE LEGITIMATE INTERESTS OF THE FOUNDATION, OR CAUSES THE USE OF THE FOUNDATION RESOURCES FOR OTHER THAN FOUNDATION PURPOSES. IN ADDITION TO BEING SUBJECT TO THE FOUNDATION'S CONFLICTS OF INTEREST POLICY, THE FOUNDATION'S BOARD OF DIRECTORS ARE ANNUALLY REQUIRED TO COMPLETE AND SIGN A CONFLICTS OF INTEREST DISCLOSURE FORM, WHICH IS REPORTED TO THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE DISCLOSURE AND REVIEW PROCESS SET FORTH IN THE FOUNDATION'S BYLAWS. IN ADDITION, THE FOUNDATION'S KEY EMPLOYEE MAKES DECISIONS ON BEHALF OF THE ORGANIZATION AND IS IN A POSITION TO INFLUENCE DECISIONS MADE ON BEHALF OF THE FOUNDATION. THE KEY EMPLOYEE IS SURVEYED ON AN ANNUAL BASIS. THE EMPLOYEE MUST COMPLETE AND SIGN A CONFLICTS OF INTEREST DISCLOSURE FORM AND SUBMIT IT TO THE VICE PRESIDENT OF CORPORATE COMPLIANCE PROGRAMS (COMPLIANCE OFFICER). THESE FORMS ARE THEN REVIEWED BY THE COMPLIANCE OFFICER AND THE ASSOCIATE GENERAL COUNSEL RESPONSIBLE FOR CORPORATE COMPLIANCE & SPECIAL INVESTIGATIONS (COUNSEL). IF A DISCLOSURE OF A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST IS MADE, THE COMPLIANCE OFFICER AND COUNSEL MAKE A DETERMINATION IF SUCH DISCLOSURE IS MATERIAL AND NEEDS TO BE MANAGED, MITIGATED OR ELIMINATED. AS A GENERAL RULE, CONFLICTS OF INTEREST ARE NOT PERMITTED. HOWEVER, IN CERTAIN AREAS, IF THE CONFLICT IS NOT MATERIAL AND IS PROMPTLY AND FULLY DISCLOSED AND IS APPROVED BY THE COMPLIANCE OFFICER, A WAIVER OF THE CONFLICT MAY BE GRANTED AND APPROPRIATE STEPS WILL BE TAKEN TO MITIGATE THE CONFLICT. | |
| PART VI, LINE 15: | THE FOUNDATION DOES NOT COMPENSATE ITS PRESIDENT, OFFICERS, AND KEY EMPLOYEE. THE COMPENSATION REPORTED FOR THESE INDIVIDUALS ARE PAID BY HARVARD PILGRIM HEALTH CARE, INC. (HPHC, INC.), A RELATED ORGANIZATION OF THE FOUNDATION. THEREFORE, THEIR COMPENSATION AND BENEFITS ARE DETERMINED BY HPHC, INC. | |
| PART VI, LINE 19: | THE FOUNDATION FURNISHES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY TO THE PUBLIC UPON REQUEST. | |
| PART VII, SECTION B, LINE 1: | ANY INDEPENDENT CONTRACTORS ARE RETAINED BY THE PARENT COMPANY, HARVARD PILGRIM HEALTH CARE, INC. PART IX SOME EXPENSES WERE RECLASSED FROM RESEARCH GRANT EXPENSE TO MORE SPECIFIC EXPENSE LINE ITEMS DUE TO ACCESS TO MORE DETAILED INFORMATION. | |
| PART XI, LINE 5: | OTHER CHANGES IN NET ASSETS: UNREALIZED GAIN ON INVESTMENTS $39,212. | |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:LAURA S. PEABODY TITLE:PRESIDENT/CHAIR HOURS:50 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:JOSEPH F. O'DONNELL, m.d. TITLE:DIRECTOR HOURS:3 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:MICHELLE J. CLAYMAN TITLE:TREASURER HOURS:50 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:THOMAS F. MALONEY TITLE:CLERK (UNTIL 11/17/11) HOURS:50 | FORM 990 PART VII |
| HOURS DEVOTED FOR RELATED ORGANIZATION | NAME:SUZANNE M. FINN TITLE:CLERK (AS OF 11/17/11) HOURS:50 | FORM 990 PART VII |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| HPHC Inc | ||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 02481 | 042452600 | HEALTH INSUR | MA | 501(C)(3) | 9 | NA | false |
| HPHC OF NEW ENGLAND INC | ||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 02481 | 042663394 | HEALTH INSUR | MA | 501(C)(4) | HPHC INC | false | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | EINEIN |
|---|---|---|---|---|---|---|---|---|
| HARVARD PILGRIM PHYSICIANS ASSOC INC | ||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | PHYSICIAN ORG | MA | HPHC INC | SEE PART VII | |
| HPHC INSURANCE COMPANY INC | ||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | HEALTH INSURANCE | MA | HPHC INC | C Corp | 043149694 |
| HPHC HOLDING COMPANY INC | ||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | HOLDING CO. | MA | HPHC INC | C CORP | 043306439 |
| PLAN MARKETING INSURANCE AGENCY INC | ||||||||
| 1500 WEST PARK DRIVE SUITE 330 | WESTBOROUGH | MA | 01581 | BROKERAGE | MA | HEALTH PLANS | C CORP | 042734281 |
| HPHC INSURANCE AGENCY INC | ||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | BROKERAGE | MA | HPHC INC | C CORP | 043016201 |
| HEALTH PLANS INC | ||||||||
| 1500 WEST PARK DRIVE SUITE 330 | WESTBOROUGH | MA | 01581 | ASO SERVICES | MA | HPHC INC | C CORP | 042734278 |
| CARE MANAGEMENT SERVICES INC | ||||||||
| 1500 WEST PARK DRIVE SUITE 330 | WESTBOROUGH | MA | 01581 | ASO SERVICES | MA | HEALTH PLANS | C CORP | 043438779 |
| 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 | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| 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 | true | 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 |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART IV, LINE (1): | Identifier |
| Explanation | HARVARD PILGRIM PHYSICIANS ASSOCIATES, INC. IS A NONPROFIT ORGANIZED UNDER THE LAWS OF MASSACHUSETTS. IT HAS NOT APPLIED FOR AN EIN OR TAX-EXEMPT STATUS AT THE FEDERAL LEVEL. | Explanation |
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