2012-08-09T15:03:55-05:00 2011-12-31 042684828 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 990 2011-01-01 222581863 HEALTH MANAGEMENT SERVICES INC HEAL 7815982454 210 MARKET STREET LYNN MA 01901 SHAWN POTTER 7815982454 2012-05-31 1 ALAN GAROFALO P00744592 6177427788 2011 2016-02-24 21:20:13Z X SHAWN POTTER 210 MARKET STREET LYNN MA 01901 2765154 0 X HTTP://ALLCARE.ORG X 1985 MA CHARITABLE - COORDINATION AND SUPPORT OF HOME HEALTH SERVICES. 11 9 9 0 0 0 0 0 2875396 2777156 0 0 -12770 -12002 2862626 2765154 0 0 0 0 1585373 1514006 0 0 0 1452275 1388717 3037648 2902723 -175022 -137569 3356554 2954102 4881056 4616173 -1524502 -1662071 THE PROVISION OF MANAGEMENT AND ORGANIZATIONAL SUPPORT SERVICES TO SEVEN AFFILIATES THAT PROVIDE A FULL RANGE OF HOME HEALTH AND RESTORATIVE THERAPY SERVICES. 0 0 2590030 2777156 THE PROVISION OF MANAGEMENT AND ORGANIZATIONAL SUPPORT SERVICES TO SEVEN AFFILIATES THAT PROVIDE A FULL RANGE OF HOME HEALTH AND RESTORATIVE THERAPY SERVICES. 2590030 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 9 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X DANIEL MEYLER 7812441100 210 MARKET STREET LYNN MA 01901 LOUIS FENTON 2.00 X 0 0 0 KEVIN BRANSFIELD 2.00 X 0 0 0 DANIEL CLASBY 2.00 X 0 0 0 ROBERT ALLISON 2.00 X 0 0 0 KENNETH HARDING 2.00 X 0 0 0 KENNETH ELLIS 2.00 X 0 0 0 JAMES SMITH 2.00 X 0 0 0 DOROTHY LANE 111 - 411 2.00 X 0 0 0 CHARLES POWERS 2.00 X 0 0 0 RONALD PLOTKA 2.00 X 0 0 0 WILLIAM FROST 2.00 X 0 0 0 THOMAS ROGERS 2.00 X 0 0 0 SHAWN F POTTER 37.50 X 343535 0 123845 DANIEL MEYLER 37.50 X 150903 0 19154 CHERYL TARRANT 37.50 X 152654 0 8172 JO-MARY KOOPMAN 37.50 X 193274 0 20234 JAMES MURPHY 37.50 X 114684 0 18998 955050 0 190403 5 0 1 0 MCKESSON BOX 98347 CHICAGO IL 60693 IT CONSULTING 333635 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 ACCOUNTING SERVICES 134348 2 MANAGEMENT SERVICE REV 541610 2777156 2777156 2777156 INVESTMENT IN AFFILIAT 900003 -12002 -12002 -12002 2765154 2777156 0 -12002 1159037 1159037 70272 70272 108018 108018 111130 111130 65549 65549 5000 5000 108117 108117 68479 68479 328537 328537 85037 85037 29098 29098 105245 105245 312120 312120 251696 251696 MISCELLANEOUS EXPENSES 53811 53811 STAFF FUNCTIONS 25852 25852 BUILDING REPAIR & MAINT 15725 15725 2902723 2590030 312693 0 67365 21553 3064 22303 85536 136963 1153015 1107060 290318 45955 2910271 2727328 3356554 2954102 565850 375313 4315206 4240860 4881056 4616173 X -1524502 -1662071 -1524502 -1662071 3356554 2954102 -137569 0 X 0 1 1 X 0 X X 0 0 0 ALL CARE VNA OF GREATER LYNN INC 042214847 9 1 1 1 0 ALL CARE RESOURCES INC 042805564 9 1 1 1 0 ALL CARE HOSPICE INC 352231860 9 1 1 1 0 ALL CARE ADULT DAY HEALTH CENTER INC 760799712 9 1 1 1 0 THE VISITING NURSE ASSOCIATION FOUNDATION INC 222581936 11 1 1 1 0 5 0 0 0 0 0 0 0 0 0 1 20000 20000 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: JIM SMITH WAS PAID $20,000 TO HANDLE GOVERNMENT RELATIONS ISSUES. 101958 101958 0 1051057 1005102 45955 45955 GOODWILL 628724 DUE FROM AFFILIATES 1606646 457F ASSET 178377 RIVERSOURCE LIFE ANNUITY 313581 2727328 DUE TO AFFILIATES 3709522 457F LIABILITY 178377 INVESTMENT IN AFFILIATES 39380 RETIREMENT PLAN OBLIGATION 313581 4240860 2765154 2902723 -137569 -137569 2765154 0 2765154 0 2765154 2902723 0 2902723 0 2902723 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: HEALTH MANAGEMENT SERVICES, INC. IS EXEMPT FROM INCOME TAX ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION ANNUALLY EVALUATES ITS TAX STATUS AND TAX POSITIONS TAKEN WITH RESPECT TO ITS OPERATIONS AND FINANCIAL POSITION. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 SHAWN F POTTER 314187 0 25000 0 4348 0 100000 0 23845 0 467380 0 0 0 DANIEL MEYLER 145444 0 0 0 5459 0 0 0 19154 0 170057 0 0 0 CHERYL TARRANT 149541 0 0 0 3113 0 0 0 8172 0 160826 0 0 0 JO-MARY KOOPMAN 188967 0 0 0 4307 0 0 0 20234 0 213508 0 0 0 PART I, LINE 4B THE ORGANIZATION'S PRESIDENT/CEO PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN DEFERRED COMPENSATION REPORTED FOR THE YEAR ENDED DECEMBER 31, 2011 UNDER THIS PLAN IS $100,000. JAMES SMITH SITS ON THE BOARD OF HEALTH MANAGEMENT SYSTEMS 20000 HEALTH MANAGEMENT SERVICES PAID SMITH, SEGEL & RUDDOCK FOR LOBBYING EXPENSES DURING 2011. 0 KEVIN BRANSFIELD SITS ON THE BOARD OF HEALTH MANAGEMENT SYSTEMS 51281 HEALTH MANAGEMENT SERVICES PAID KEVIN BRANSFIELD FOR CONSULTING SERVICES DURING 2011. 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY AT THE HMS, INC. EXECUTIVE COMMITTEE MEETING BEFORE IT IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THROUGH ORIENTATION AND ANNUAL EDUCATION. ENFORCEMENT HAS NOT BEEN ISSUE, BUT WOULD OCCUR IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 ALL OFFICER AND KEY EMPLOYEE SALARIES ARE VOTED UPON AND APPROVED BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATIONS'S FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST AND CAN ALSO BE FOUND ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ARE ALSO LOCATED AT THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. ALL CARE RESOURCES 210 MARKET STREET LYNN MA 01901 042805564 HEALTH SERVICES MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 ALL CARE VISITING NURSES ASSOCIATION OF GREATER LYNN INC 210 MARKET STREET LYNN MA 01901 042214847 HEALTH SERVICES MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 ALL CARE HOSPICE INC 210 MARKET STREET LYNN MA 01901 352231860 HEALTH SERVICES MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 ADULT DAY HEALTH CENTER INC 210 MARKET STREET LYNN MA 01901 760799712 HEALTH SERVICES MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 THE VISITING NURSE ASSOCIATION FOUNDATION 210 MARKET STREET LYNN MA 01901 222581936 DEVELOPMENT & FUNDRAISING MA 501(C)(3) 9 HEALTH MANAGEMENT SERVICES INC 0 VNA VENTURES INC 210 MARKET STREET LYNN MA 01901 042942852 REAL ESTATE MANAGEMENT MA HEALTH MANAGEMENT SERVICES INC C -12002 893292 1.00000 ALL CARE INFUSION THERAPY COMPANY INC 210 MARKET STREET LYNN MA 01901 043120267 INVESTMENTS MA VNA VENTURES INC C 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 ALL CARE HOSPICE INC L 271841 ALL CARE RESOURCES INC L 358647 ALL CARE VISITING NURSE ASSOCIATION L 2121470 VNA FOUNDATION D 1606646 ALL CARE VISITING NURSE ASSOCIATION E 619230 ALL CARE RESOURCES INC E 2146765 VNA VENTURES E 264399 ALL CARE HOSPICE INC E 632950 VNA FOUNDATION K 133401