ATRIUS HEALTH INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUS HEALTH INC (EIN 01-0803117)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-09
- IRS object ID
- 201223149349302147
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-09T15:43:55-06:00 | 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 | 010803117 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUS HEALTH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | 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 | 024662275 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS M CONGORAN | Name |
| Title | CFO AND TREASURER | Title |
| Phone | 6175598181 | Phone |
| Date Signed | 2012-10-29 | 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 | 2012-10-29 | 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 MD | 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 | 024662275 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19141076 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | ATRIUSHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | ATRIUS HEALTH SUPPORTS ITS AFFILIATED GROUPS TO IMPROVE THE HEALTH OF THEIR PATIENTS AND COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3860 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17265299 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19140938 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 821 | InvestmentIncomePriorYear |
| Investment Income Current Year | 138 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17269980 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19141076 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 10000 | 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 | 7521053 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8213236 | 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 | 9279653 | OtherExpensePriorYear |
| Other Expenses Current Year | 11227588 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16810706 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19440824 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 459274 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -299748 | RevenuesLessExpensesCY |
| Total Assets BOY | 4918497 | TotalAssetsBOY |
| Total Assets EOY | 8892957 | TotalAssetsEOY |
| Total Liabilities BOY | 3828603 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8684728 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1089894 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 208229 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ATRIUS HEALTH SUPPORTS ITS AFFILIATED GROUPS TO IMPROVE THE HEALTH OF THEIR PATIENTS AND COMMUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19294323 | Expense |
| Revenue | 19140938 | Revenue |
| Description | PROVIDED OVERSIGHT AND COORDINATION OF SERVICES AS THE SOLE CORPORATE MEMBER OF FIVE TAX-EXEMPT MEDICAL GROUP PRACTICES IN EASTERN AND CENTRAL MASSACHUSETTS, ALSO REFERRED TO AS THE PARTICIPATING ORGANIZATIONS. IN 2011 THE PRIMARY PROJECTS INCLUDED:(1) OPERATING AN ELECTRONIC MEDICAL RECORD AND PRACTICE MANAGEMENT SYSTEM.(2) NEGOTIATING PAYOR AND HOSPITAL CONTRACTS FOR THE PARTICIPATING GROUPS.(3) FACILITATING THE DEVELOPMENT OF SHARED JOINT ANCILLARY CLINICAL SERVICES AND OTHER JOINT CLINICAL PROGRAMS, SUCH AS THE CLINICAL PHARMACY PROGRAM AND THE HOSPITALIST PROGRAM, TO BETTER SERVE THE PATIENTS OF THE PARTICIPATING ORGANIZATIONS THROUGH IMPROVED ACCESS, QUALITY AND LOWER COST.(4) PROVIDING OVERSIGHT, ANALYSIS AND REPORTING OF QUALITY METRICS ACROSS ALL PARTICIPATING ORGANIZATIONS AS NEEDED FOR PAY-FOR-PERFORMANCE GOALS, HEIDIS MEASURES, THE MASSACHUSETTS HEALTH QUALITY PARTNERSHIP, RESULTING IN SOME OF THE HIGHEST QUALITY SCORES IN THE COMMONWEALTH. | Description |
| Total Program Service Expense | 19294323 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | 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 | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | 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 | 0 | TaxExemptBonds |
| 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 | 0 | 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 | 1 | 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 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | 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 | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| 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 | 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 (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| NEIL J BERMAN MD | |||||||
| TRUSTEE | 52.00 | X | 6000 | 395536 | 55162 | ||
| DANIEL BURNES MD | |||||||
| TRUSTEE | 44.40 | X | 6000 | 382656 | 76983 | ||
| JOSEPH DORSEY MD | |||||||
| INDEPENDENT TRUSTEE | 4.00 | X | 6000 | 0 | 0 | ||
| HIKARU ISIHARA MD | |||||||
| TRUSTEE | 50.00 | X | 6000 | 264235 | 82829 | ||
| RICHARD MACDONALD | |||||||
| INDEPENDENT TRUSTEE | 4.00 | X | 6000 | 0 | 0 | ||
| ROBERT MECHANIC | |||||||
| INDEPENDENT TRUSTEE | 4.00 | X | 6000 | 0 | 0 | ||
| EDWARD W NALBAND MD | |||||||
| TRUSTEE | 60.00 | X | 27500 | 323448 | 55959 | ||
| MARVIN C OSTROVSKY MD | |||||||
| TRUSTEE | 49.50 | X | 6000 | 356259 | 43907 | ||
| SCOTT R PERMAN MD | |||||||
| TRUSTEE | 52.00 | X | 6000 | 520310 | 145839 | ||
| PATRICK RYAN | |||||||
| INDEPENDENT TRUSTEE | 4.00 | X | 0 | 0 | 0 | ||
| VINOD SAHNEY | |||||||
| INDEPENDENT TRUSTEE | 4.00 | X | 3000 | 0 | 0 | ||
| MARK STOKER MD | |||||||
| TRUSTEE | 50.00 | X | 0 | 0 | 0 | ||
| ROBERT YOOD MD | |||||||
| TRUSTEE | 50.00 | X | 0 | 0 | 0 | ||
| THOMAS M CONGORAN | |||||||
| CFO & TREASURER | 50.00 | 321228 | 214152 | 225749 | X | ||
| H EUGENE LINDSEY MD | |||||||
| PRESIDENT & CEO | 50.00 | 458768 | 152923 | 263933 | X | ||
| JOSEPH K NUNES | |||||||
| CLERK | 52.00 | 0 | 259505 | 41577 | X | ||
| KATHLEEN T GARDNER | |||||||
| VP & EXECUTIVE DIRECTOR | 50.00 | 283531 | 0 | 160613 | X | ||
| RICHARD LOPEZ MD | |||||||
| CHIEF PHYSICIAN EXECUTIVE | 50.00 | 512836 | 0 | 240460 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1654863 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2869024 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1393011 | TotalOtherCompensation |
| Number Individuals GT100 K | 19 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ARCADIA SOLUTIONS LLC | |||||
| 20 BLANCHARD ROAD UNIT 10 | BURLINGTON | MA | 01803 | INFORMATION TECHNOLOGY SERVICES | 298577 |
| MAXIT HEALTHCARE LLC | |||||
| 705 E MAIN STREET | WESTFIELD | IN | 46074 | INFORMATION TECHNOLOGY SERVICES | 226275 |
| MCDERMOTT WILL & EMERY | |||||
| 28 STATE STREET | BOSTON | MA | 02109 | LEGAL | 212864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CORP. OVERSIGHT/ADM. | 900099 | 17647016 | 17647016 |
| INFRASTRUCTURE SUPPORT | 900099 | 1444016 | 1444016 |
| PROGRAM RELATED INV. | 900099 | 49906 | 49906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19140938 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 138 | TotalRevenueColumn |
| Exclusion | $138 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19141076 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19140938 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $138 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2078276 | Total |
| Program Services | 1999776 | ProgramServices |
| Management And General | 78500 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4885067 | Total |
| Program Services | 4885067 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341955 | Total |
| Program Services | 341955 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515542 | Total |
| Program Services | 515542 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392396 | Total |
| Program Services | 392396 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2649888 | Total |
| Program Services | 2649888 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257208 | Total |
| Program Services | 257208 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68001 | Total |
| Management And General | 68001 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132202 | Total |
| Program Services | 132202 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1452696 | Total |
| Program Services | 1452696 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99998 | Total |
| Program Services | 99998 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349585 | Total |
| Program Services | 349585 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6076418 | Total |
| Program Services | 6076418 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78803 | Total |
| Program Services | 78803 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62789 | Total |
| Program Services | 62789 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19440824 | Total |
| Program Services | 19294323 | ProgramServices |
| Management And General | 146501 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1472095 | BOY |
| EOY | 4223641 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1022464 | BOY |
| EOY | 1022624 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1514948 | BOY |
| EOY | 2494835 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129748 | BOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 779242 | BOY |
| EOY | 629742 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 522115 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4918497 | BOY |
| EOY | 8892957 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1625626 | BOY |
| EOY | 3584997 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2202977 | BOY |
| EOY | 5099731 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3828603 | BOY |
| EOY | 8684728 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1089894 | BOY |
| EOY | 208229 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1089894 | BOY |
| EOY | 208229 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4918497 | BOY |
| EOY | 8892957 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -299748 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -581917 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 Minus3 Years | 1700 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 3860 | CurrentTaxYearMinus1Year |
| Total | 5560 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7915717 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8965931 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10342692 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17265299 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19140938 | CurrentTaxYear |
| Total | 63630577 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7915717 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8967631 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10342692 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17269159 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19140938 | CurrentTaxYear |
| Total | 63636137 | 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 | 63636137 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 133575 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 66517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8088 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 821 | CurrentTaxYearMinus1Year |
| Current Tax Year | 138 | CurrentTaxYear |
| Total | 209139 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 133575 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 66517 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8088 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 821 | CurrentTaxYearMinus1Year |
| Current Tax Year | 138 | CurrentTaxYear |
| Total | 209139 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8049292 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9034148 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10350780 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17269980 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19141076 | CurrentTaxYear |
| Total | 63845276 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99670 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99010 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00330 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00990 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 1 | MailingsMembers |
| Publications Or Broadcast | 1 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $76,150 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $92,407 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 168557 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | ATRIUS HEALTH IS A 501(C)(3) ORGANIZATION THAT SUPPORTS ITS AFFILIATED GROUPS TO IMPROVE THE HEALTH OF THEIR PATIENTS AND COMMUNITIES. IN FULFILLMENT OF THE ABOVE MISSION, ATRIUS HEALTH ADVOCATES ON A NUMBER OF ISSUES ON BEHALF OF OUR CLINICIANS AND PATIENTS ON ISSUES RELATED TO PAYMENT REFORM, HEALTH CARE REFORM AND FUNDING FOR HEALTH INFORMATION TECHNOLOGY. THE OFFICE OF EXTERNAL AFFAIRS DIRECTS THESE ACTIVITIES AND COORDINATES OUR ADVOCACY EFFORTS IN THIS REGARD. ON OCCASION, ATRIUS HEALTH PROVIDES WRITTEN CORRESPONDENCE AND TESTIMONY TO KEY LEGISLATORS AND MEETS WITH STATE AND LOCAL LEGISLATORS AND OFFICIALS ON AN AS NEEDED BASIS. ATRIUS HEALTH UTILIZED THE SERVICES OF TWO OUTSIDE CONSULTANTS, ONE OF WHOM ASSISTED SOLELY ON STATE MATTERS AND THE SECOND DEVOTED TO FEDERAL ADVOCACY MATTERS. IN BOTH CASES, THESE GROUPS FOCUSED THEIR EFFORTS PRIMARILY ON HEALTH CARE REFORM. THESE CONSULTANTS, ON BEHALF OF ATRIUS HEALTH, PROVIDED PERIODIC UPDATES, FOLLOWED UP WITH LEGISLATORS AND THEIR STAFF AND ASSISTED IN SETTING UP MEETINGS AND PROVIDING GENERAL INFORMATION ON ACTIVITIES ON THE STATE AND FEDERAL LEVEL. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| VENTURE 2-BRN, LLC (AT EQUITY) -MRI SERVICES | 574365 | C |
| VENTURE 3-WW, LLC (AT EQUITY) -CATSCAN & ONCOLOGY SERVICES | -295670 | C |
| VENTURE 4-WW2, LLC (AT EQUITY) -IMAGING CENTER | 257805 | C |
| VENTURE V-90 LIBBEY, LLC (AT EQUITY) -MRI SERVICES | 93242 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 629742 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM RELATED ENTITY - SOUTH SHORE MEDICAL CENTER, INC. | 432199 |
| DUE FROM RELATED ENTITY - VENTURE 2-BRN, LLC | 26184 |
| DUE FROM RELATED ENTITY - VENTURE 3-WW, LLC | 62562 |
| DUE FROM RELATED ENTITY - VENTURE V-90 LIBBEY, LLC | 1170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 522115 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PAYABLE TO RELATED ENTITY - DEDHAM MEDICAL ASSOCIATES, INC. | $451,826 |
| PAYABLE TO RELATED ENTITY - GRANITE MEDICAL GROUP, INC. | $142,879 |
| PAYABLE TO RELATED ENTITY - SOUTHBORO MEDICAL GROUP, INC. | $660,957 |
| PAYABLE TO RELATED ENTITY - HARVARD VANGUARD MEDICAL ASSOC., INC. | $3,693,255 |
| PAYABLE TO RELATED ENTITY - ATRIUS HEALTH FOUNDATION INC. | $150,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5099731 | TotalOfAmounts |
| Total Revenue | 19141076 | TotalRevenue |
| Total Expenses | 19440824 | TotalExpenses |
| Excess Or Deficit For Year | -299748 | ExcessOrDeficitForYear |
| Other | -$581,917 | OtherAmount |
| Total Adjustments | -581917 | TotalAdjustments |
| Excess Or Deficit Per FS | -881665 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 19733166 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 592090 | OtherRevenues |
| Revenue Not Rptd F990 | 592090 | RevenueNotRptdF990 |
| Revenue Subtotal | 19141076 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19141076 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20032914 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 592090 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 592090 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19440824 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 19440824 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XI, LINE 8 - OTHER ADJUSTMENTS: | Identifier |
| Explanation | TRANSFERS TO 501(C)(3) AFFILIATE -581,917. | 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 | 0 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEIL J BERMAN MD | |||||||||||||
| 6000 | 252349 | 0 | 126687 | 0 | 16500 | 0 | 32500 | 0 | 22662 | 6000 | 450698 | 0 | 93797 |
| DANIEL BURNES MD | |||||||||||||
| 6000 | 367008 | 0 | 0 | 0 | 15648 | 0 | 55299 | 0 | 21684 | 6000 | 459639 | 0 | 21581 |
| HIKARU ISIHARA MD | |||||||||||||
| 6000 | 256950 | 0 | 0 | 0 | 7285 | 0 | 56743 | 0 | 26086 | 6000 | 347064 | 0 | 16438 |
| EDWARD W NALBAND MD | |||||||||||||
| 27500 | 319357 | 0 | 948 | 0 | 3143 | 0 | 33831 | 0 | 22128 | 27500 | 379407 | 0 | 0 |
| MARVIN C OSTROVSKY MD | |||||||||||||
| 6000 | 254904 | 0 | 91321 | 0 | 10034 | 0 | 21472 | 0 | 22435 | 6000 | 400166 | 0 | 27772 |
| SCOTT R PERMAN MD | |||||||||||||
| 6000 | 471559 | 0 | 0 | 0 | 48751 | 0 | 134900 | 0 | 10939 | 6000 | 666149 | 0 | 175917 |
| THOMAS M CONGORAN | |||||||||||||
| 235164 | 156776 | 78100 | 52067 | 7964 | 5309 | 117035 | 78023 | 18415 | 12276 | 456678 | 304451 | 92800 | 61867 |
| H EUGENE LINDSEY MD | |||||||||||||
| 319253 | 106418 | 129560 | 43187 | 9955 | 3318 | 178020 | 59340 | 19930 | 6643 | 656718 | 218906 | 149375 | 49792 |
| JOSEPH K NUNES | |||||||||||||
| 0 | 203450 | 0 | 55678 | 0 | 377 | 0 | 18142 | 0 | 23435 | 0 | 301082 | 0 | 55678 |
| KATHLEEN T GARDNER | |||||||||||||
| 212538 | 0 | 64771 | 0 | 6222 | 0 | 132586 | 0 | 28027 | 0 | 444144 | 0 | 79771 | 0 |
| RICHARD LOPEZ MD | |||||||||||||
| 370159 | 0 | 135392 | 0 | 7285 | 0 | 214217 | 0 | 26243 | 0 | 753296 | 0 | 157392 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | PART I, LINE 5: SOME OF THE ORGANIZATION'S TRUSTEES ARE PHYSICIAN EMPLOYEES EMPLOYED AND COMPENSATED BY RELATED ORGANIZATIONS. WHILE COMPENSATION PROVIDED TO THE PHYSICIAN EMPLOYEES OF THE RELATED ORGANIZATIONS DEPENDS ON THE REVENUE OF THE RESPECTIVE ORGANIZATIONS, THE COMPENSATION PAYABLE TO EACH PHYSICIAN IS DETERMINED BASED ON THAT PHYSICIAN'S PRODUCTIVITY AND THE PROFESSIONAL REVENUE THAT THEY PRODUCE. PROVIDED, HOWEVER, SUCH COMPENSATION PAID TO PHYSICIANS IS CONSISTENT WITH THE ANALYSIS OF NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS REGARDING MARKET COMPETITIVENESS AND REASONABLENESS OF THE COMPENSATION, INCLUDING DEFINING COMPENSATION THRESHOLDS, THAT, IF EXCEEDED, REQUIRE FURTHER REVIEW AND APPROVAL OR MODIFICATION AS APPROPRIATE BY THE ORGANIZATION'S COMPENSATION COMMITTEE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | DISCUSSION OF SIGNIFICANT CHANGES TO BYLAWS OF ATRIUS HEALTH, INC. UNDER DATE OF JANUARY 12, 2012 ATRIUS HEALTH, INC. ("THE CORPORATION") REVISED ITS BY-LAWS. THE PRIMARY REASON WAS TO UPDATE THE SECTIONS OF THE BYLAWS AFFECTED BY THE ADMISSION OF THE RELIANT MEDICAL GROUP, INC. ("RELIANT") AS AN ATRIUS HEALTH NON-PROFIT COMMUNITY BASED PHYSICIAN GROUP ("PARTICIPATING ORGANIZATION"). THE FOLLOWING IS A DESCRIPTION OF THE SIGNIFICANT CHANGES. ARTICLE II, SECTION 2.1, THE BOARD OF TRUSTEES COMPOSITION WAS REVISED. THE NUMBER OF MEMBERS WHO ARE PHYSICIAN TRUSTEES INCREASED BY TWO, APPOINTED BY RELIANT. A CONFORMING CHANGE TO SECTION 2.8 (QUORUM AND LIMITATION ON VOTING) WAS MADE. ARTICLE II, SECTION 2.2, PARTICIPATING ORGANIZATIONS, WAS REVISED TO INCLUDE RELIANT. ARTICLE II, SECTION 2.7, VOTING AND POWERS, WAS CONFORMED FOR THE ADMISSION OF RELIANT. IN ADDITION, THE DEFINITION OF AN AFFIRMATIVE SUPER-MAJORITY VOTE OF THE MEMBERS WAS CHANGED FROM MORE THAN 60% TO MORE THAN 70% OF THE VOTES OF THOSE MEMBERS PRESENT AND ELIGIBLE TO VOTE. A SUPER-MAJORITY VOTE (AS DEFINED) IS REQUIRED FOR ENUMERATED CORPORATE ACTIONS. THE ENUMERATED ACTIONS WERE NOT CHANGED; HOWEVER, THE ACTION UNDER SECTION 2.7(J), ANY EXERCISE OF THE CORPORATION'S AUTHORITY AS A CORPORATE MEMBER OF A PARTICIPATING ORGANIZATION, WAS EXPANDED TO SPECIFICALLY PROVIDE THAT SUCH AUTHORITY SHALL INCLUDE APPROVING MORE THAN FIFTY (50%) BUT LESS THAN EIGHTY PERCENT (80%) OF THE TRUSTEES OF EACH PARTICIPATING ORGANIZATION'S BOARD OF TRUSTEES PROVIDED SUCH APPROVED TRUSTEES SHALL INCLUDE ANY INDIVIDUAL APPOINTED BY THE RESPECTIVE PARTICIPATING ORGANIZATION TO SERVE AS A PHYSICIAN TRUSTEE/MEMBER OF THE CORPORATION AND NO TRUSTEE, DIRECTOR, AGENT OR EMPLOYEE OF THE CORPORATION MAY SERVE AS A TRUSTEE OF A PARTICIPATING ORGANIZATION, UNLESS INCLUDED WITHIN THOSE TRUSTEES APPROVED BY THE CORPORATION AS NOTED IN THE CORPORATION'S BYLAWS. EXERCISE OF THE CORPORATION'S AUTHORITY AS A CORPORATE MEMBER TO AMEND A PARTICIPATING ORGANIZATION'S ARTICLES OF ORGANIZATION OR BYLAWS WILL BE A VALID ACT OF THE CORPORATION ONLY WHEN A MAJORITY OF THE MEMBERS OF THAT PARTICIPATING ORGANIZATION ARE AMONG THE AFFIRMATIVE SUPER-MAJORITY THAT VOTES IN FAVOR OF THE AMENDMENT; PROVIDED, HOWEVER, ANY VOTE BY THE CORPORATION TO AMEND THE ARTICLES OF ORGANIZATION AND/OR BYLAWS OF ALL THE PARTICIPATING ORGANIZATIONS WITH THE SAME AMENDMENT SHALL BE SUBJECT TO A SUPER MAJORITY VOTE OF 70% OF THE VOTES OF THOSE MEMBERS PRESENT AND ELIGIBLE TO VOTE. ARTICLE II, SECTION 2.11 WAS ADDED WHICH PROVIDES FOR A LIMITED ELECTION TO WITHDRAW AS A PARTICIPATING ORGANIZATION UPON THE OCCURRENCE OF ANY EVENTS SPECIFIED IN SECTION 2.11. ARTICLE III, SECTION 3.2 SETS FORTH THE NUMBER, APPOINTMENT OR ELECTION, AND TERM OF OFFICE. THE BYLAWS PROVIDED THAT THE BOARD OF TRUSTEES CONSIST OF BETWEEN 9 TO 11 VOTING TRUSTEES, COMPRISED OF SIX (6) PHYSICIAN TRUSTEES, AND BETWEEN THREE (3) AND FIVE (5) ADDITIONAL TRUSTEES ("COMMUNITY TRUSTEES"). AS AMENDED, THE BOARD OF TRUSTEES CONSISTS OF BETWEEN 13 TO 15 TRUSTEES, COMPRISED OF EIGHT (8) PHYSICIAN TRUSTEES AND BETWEEN FIVE (5) AND SEVEN (7) ADDITIONAL TRUSTEES ("COMMUNITY TRUSTEES"). THERE WERE CONFORMING CHANGES WITHIN ARTICLE III CONSISTENT WITH THE CHANGES IN ARTICLE II REGARDING QUORUMS AND VOTING RIGHTS. ARTICLE VI - COMMITTEES, SECTION 6.4 COMPENSATION COMMITTEE ADDED A NEW SUB-SECTION (C) AND MOVED THE EXISTING (C) TO (D). THE NEW SUB-SECTION 6.4 (C) PROVIDES THAT A PARTICIPATING ORGANIZATION THAT HAS ITS OWN COMPENSATION COMMITTEE WHOSE MEMBERSHIP IS COMPRISED EXCLUSIVELY OF INDIVIDUALS WHO MEET THE CRITERIA SET FORTH IN SECTION 3.2 (CRITERIA FOR THE CORPORATION'S COMPENSATION COMMITTEE) MAY INDEPENDENTLY REVIEW AND APPROVE THE COMPENSATION OF SUCH PARTICIPATING ORGANIZATION'S PHYSICIANS AND EXECUTIVES; PROVIDED, THAT SUCH REVIEWS AND APPROVALS ARE CONDUCTED IN ACCORDANCE WITH IRS GUIDELINES FOR ORGANIZATIONS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE CODE AND THE PARTICIPATING ORGANIZATION'S COMPENSATION COMMITTEE PROVIDES A REPORT TO THE CORPORATION'S COMPENSATION COMMITTEE SUMMARIZING THE REVIEW AND APPROVAL PROCESS, WHICH IS APPROVED BY THE CORPORATION'S COMPENSATION COMMITTEE. | |
| FORM 990, PART VI, SECTION A, LINE 6 | ATRIUS HEALTH, INC. (THE CORPORATION) HAS ONE CLASS OF MEMBERS. AS DEFINED IN ITS BYLAWS, THE MEMBERS ARE THE PHYSICIAN TRUSTEES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS APPOINT THE COMMUNITY TRUSTEES. IN ADDITION, EACH PARTICIPATING ORGANIZATION APPOINTS ONE PHYSICIAN TRUSTEE, EXCEPT HARVARD VANGUARD MEDICAL ASSOCIATES, INC. AND RELIANT MEDICAL GROUP, INC. EACH OF WHICH APPOINTS TWO PHYSICIAN TRUSTEES. THE PHYSICIAN TRUSTEES SERVE AS MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN MAJOR DECISIONS AS DEFINED IN THE BYLAWS REQUIRE APPROVAL BY A SUPER-MAJORITY (GREATER THAN 70%) OF THE MEMBERS. EACH PARTICIPATING ORGANIZATION APPOINTS ONE PHYSICIAN TRUSTEE, EXCEPT HARVARD VANGUARD MEDICAL ASSOCIATES, INC. AND RELIANT MEDICAL GROUP, INC. EACH OF WHICH APPOINTS TWO PHYSICIAN TRUSTEES. THE PHYSICIAN TRUSTEES SERVE AS MEMBERS. EACH OF THE MEMBERS, EXCEPT THE HARVARD VANGUARD MEMBERS, HAS ONE VOTE. THE HARVARD VANGUARD MEMBERS EACH HAVE ONE AND ONE-HALF VOTES. AS OF DECEMBER 31, 2011 THERE WERE FIVE COMMUNITY TRUSTEES. CERTAIN OF THE COMMUNITY TRUSTEES SERVE AS THE MEMBERS OF THE COMPENSATION COMMITTEE FOR THE CORPORATION. THE CORPORATION'S BYLAWS 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. THE ATRIUS HEALTH COMPENSATION COMMITTEE ALSO SERVES AS THE COMPENSATION COMMITTEE FOR THE PARTICIPATING ORGANIZATIONS, EXCEPT HARVARD VANGUARD WHICH HAS ITS OWN COMPENSATION COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ATRIUS HEALTH ENGAGED AN OUTSIDE TAX/ACCOUNTING FIRM TO REVIEW AND PREPARE FORM 990 FOR ATRIUS HEALTH. AN INTERNAL TEAM AT ATRIUS HEALTH 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 ATRIUS HEALTH COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF INDEPENDENT TRUSTEES. IN ADDITION, THE ATRIUS HEALTH AUDIT & COMPLIANCE COMMITTEE FORMALLY REVIEWS AND APPROVES THE ENTIRE 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 ATRIUS HEALTH BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ARTICLE VIII OF ATRIUS HEALTH INC.'S BY-LAWS, TITLED "CONFLICTS OF INTEREST", CONTAINS ATRIUS HEALTH INC.'S POLICY AND COMPLIANCE PROCEDURES. ATRIUS HEALTH INC.'S 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 AUDIT AND COMPLIANCE COMMITTEE AND/OR THE BOARD OF TRUSTEES. 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 ATRIUS HEALTH CEO ALSO SERVES AS THE HARVARD VANGUARD MEDICAL ASSOCIATES (A RELATED ORGANIZATION) CEO. THE HARVARD VANGUARD COMPENSATION COMMITTEE AND ATRIUS HEALTH COMPENSATION COMMITTEE ARE RESPONSIBLE FOR THE REVIEW AND APPROVAL OF THE CEO'S COMPENSATION, GOALS AND RELATED COMPENSATION. THE ORGANIZATION'S (ATRIUS HEALTH) COMPENSATION COMMITTEE CONSISTING OF INDEPENDENT, COMMUNITY MEMBERS DETERMINES COMPENSATION FOR OFFICERS AND KEY EMPLOYEES, APPROVES GOALS AND INCENTIVE COMPENSATION. DECISIONS BY THE COMPENSATION COMMITTEES ARE BASED ON RESEARCH AND STATEMENTS OF REASONABLENESS FROM NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS, WHICH ASSISTS THE COMMITTEE(S) IN DETERMINING THE MARKET COMPETITIVENESS AND REASONABLENESS OF THE COMPENSATION. COMPENSATION DECISIONS BY THE COMMITTEES ARE MADE IN ADVANCE OF IMPLEMENTATION AND ARE PROPERLY DOCUMENTED ON A TIMELY BASIS IN COMMITTEE MINUTES. STIPENDS WERE AWARDED TO THE TRUSTEES OF THE CORPORATION IN RECOGNITION OF THE TIME DEVOTED TO PARTICIPATE IN BOARD ACTIVITIES. THE BOARD ELECTED TO NO LONGER PAY STIPENDS TO TRUSTEES BEGINNING JULY 2011. STIPENDS WERE AWARDED TO THE TRUSTEES OF THE CORPORATION IN RECOGNITION OF THE TIME DEVOTED TO PARTICIPATE IN BOARD ACTIVITIES. 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 CONFLICTS 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, X AND SCHEDULE J | COMPENSATION PAID BY ORGANIZATION - LEASED EMPLOYEES (REPORTING): THE ORGANIZATION'S EMPLOYEES ARE LEASED FROM A RELATED ORGANIZATION (HARVARD VANGUARD MEDICAL ASSOCIATES, INC.) FOR WHICH HVMA IS REIMBURSED. FOR REPORTING OF COMPENSATION IN PARTS VII AND X OF FORM 990 AND SCHEDULE J (FORM 990), THE REIMBURSED COMPENSATION IS REPORTED AS PAID BY THIS ORGANIZATION. FORM 990, PART VII, AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS: NEIL J. BERMAN, MD IS A PHYSICIAN AT GRANITE MEDICAL GROUP, INC. AND A TRUSTEE OF GMG AND AH. DR. BERMAN AVERAGED 50 HOURS PER WEEK IN ACTIVITIES RELATED TO GMG. DANIEL BURNES IS A PHYSICIAN AT HARVARD VANGUARD MEDICAL ASSOCIATES, INC. AND A TRUSTEE OF HVMA AND AH. DR. BURNES AVERAGED 50 HOURS PER WEEK IN ACTIVITIES RELATED TO HVMA. HIKARU ISIHARA, MD IS A PHYSICIAN AT HVMA AND A TRUSTEE OF HVMA, AH AND ITS FOUNDATION. DR ISIHARA AVERAGED 50 HOURS PER WEEK IN ACTIVITIES RELATED TO HVMA. EDWARD W. NALBAND, MD IS THE CHIEF MEDICAL OFFICER AT SOUTH SHORE MEDICAL CENTER, INC. AND A TRUSTEE OF AH AND ITS FOUNDATION. DR NALBAND AVERAGED 50 HOURS PER WEEK IN ACTIVITIES RELATED TO SSMC. JOSEPH NUNES IS THE EXECUTIVE ADMINISTRATOR OF SOUTHBORO MEDICAL GROUP AND THE CLERK OF AH. MR. NUNES AVERAGED 50 HOURS PER WEEK IN ACTIVITIES RELATED TO SMG. MARVIN C. OSTROVSKY, MD IS PRESIDENT AND CEO OF SOUTHBORO MEDICAL GROUP, INC. AND A TRUSTEE OF AH. DR. OSTROVSKY AVERAGED 47.50 HOURS PER WEEK IN ACTIVITIES RELATED TO SMG. SCOTT R. PERMAN, MD IS A PHYSICIAN AT DEDHAM MEDICAL ASSOCIATES, INC. AND A TRUSTEE OF AH. DR. PERMAN AVERAGED 50 HOURS PER WEEK IN ACTIVITIES RELATED TO DMA. THE FOLLOWING INDIVIDUALS ACT IN THE SAME CAPACITY FOR AH AND HARVARD VANGUARD MEDICAL ASSOCIATES, INC. 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) | |
| FORM 990, PART XI, LINE 5: | TRANSFERS TO 501(C)(3) AFFILIATE -581,917. TOTAL TO FORM 990, PART XI, LINE 5: -581,917. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2A THROUGH 2D | THERE WAS NO CHANGE TO THE OVERSIGHT OF THE YEAR-END AUDIT NOR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| HARVARD VANGUARD MEDICAL ASSOCIATES INC | ||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 043397450 | 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 |
| 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 INC | ||||||||||
| 75 WASHINGTON STREET | NORWELL | MA | 02061 | 042297845 | MULTI-SPECIALTY MEDICAL GROUP | MA | 501 (C)(3) | LINE 9 | N/A | 0 |
| SOUTHBORO MEDICAL GROUP INC | ||||||||||
| 24 NEWTON STREET | SOUTHBORO | MA | 01772 | 042487729 | 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 SUPPORTING ORGANIZATIONS | MA | 501(C)(3) | LINE 11A, I | N/A | 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 | 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 | RELATED | 281561 | 577327 | 0 | 0 | 0.10000 |
| VENTURE 3-WW LLC | ||||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 208676840 | RADIATION, ONCOLOGY AND CAT SCAN SERVICES | MA | RELATED | -278957 | 277347 | 0 | 0 | 0.10000 |
| VENTURE 4-WW2 LLC | ||||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 262783850 | DIGITAL MAMMOGRAPHY, ULTRASOUND AND BONE DENSITY SERVICES | MA | RELATED | 186543 | 258154 | 0 | 0 | 0.10000 |
| VENTURE V-90 LIBBEY LLC | ||||||||||||
| 275 GROVE STREET SUITE 3-300 | NEWTON | MA | 02466 | 274351500 | GASTROINTES- TINAL ENDOSCOPIC SERVICES | MA | RELATED | -51052 | 192848 | 0 | 0 | 0.10000 |
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 | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | 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 | 0 | 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 (14 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| DEDHAM MEDICAL ASSOCIATES INC | ||
| K | 2593652 | SEE STATEMENT |
| GRANITE MEDICAL GROUP INC | ||
| K | 1217444 | SEE STATEMENT |
| HARVARD VANGUARD MEDICAL ASSOCIATES INC | ||
| K | 8994608 | SEE STATEMENT |
| SOUTHBORO MEDICAL GROUP INC | ||
| K | 2192557 | SEE STATEMENT |
| SOUTH SHORE MEDICAL CENTER INC | ||
| K | 2648745 | SEE STATEMENT |
| DEDHAM MEDICAL ASSOCIATES INC | ||
| L | 128001 | SEE STATEMENT |
| GRANITE MEDICAL GROUP INC | ||
| L | 52058 | SEE STATEMENT |
| HARVARD VANGUARD MEDICAL ASSOCIATES INC | ||
| L | 18671509 | SEE STATEMENT |
| SOUTHBORO MEDICAL GROUP INC | ||
| L | 113852 | SEE STATEMENT |
| SOUTH SHORE MEDICAL CENTER INC | ||
| L | 121489 | SEE STATEMENT |
| ATRIUS HEALTH FOUNDATION INC | ||
| B | 581917 | COVER OPERATING COSTS |
| DEDHAM MEDICAL ASSOCIATES INC | ||
| R | 86400 | BOARD VOTE-FMV |
| SOUTHBORO MEDICAL GROUP INC | ||
| R | 86400 | BOARD VOTE-FMV |
| VENTURE 2-BRN LLC | ||
| Q | 500000 | BOARD VOTE-FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHARGES TO RELATED ORGANIZATIONS (CODES K,N & P) | SCH. R, PART V, ITEM 2 | 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. HVMA CHARGED ATRIUS FOR THE MEDICAL RECORDS AND PRACTICE MANAGEMENT SYSTEM ("EPIC") USED BY THE PRACTICE GROUPS, OTHER THAN HVMA. EPIC COSTS WERE CHARGED BASED ON UTILIZATION. THE CHARGES TO THE PARTICIPATING ORGANZATION FOR 2011 WERE: CORPORATE EPIC DEDHAM MEDICAL ASSOCIATES, INC. $1,333,127 $1,260,525 GRANITE MEDICAL GROUP, INC. $ 501,507 $ 715,937 HARVARD VANGUARD MEDICAL ASSOC., INC. $8,994,608 RELIANT MEDICAL GROUP, INC. SOUTH SHORE MEDICAL CENTER, INC. $1,399,141 $1,249,604 SOUTHBORO MEDICAL GROUP, INC. $1,113,649 $1,078,908 RELIANT JOINED THE ATRIUS HEALTH FAMILY EFFECTIVE OCTOBER 1, 2011. THERE WERE NO CORPORATE COSTS ALLOCABLE TO RELIANT FOR THE PERIOD OCTOBER 1 THROUGH DECEMBER 31, 2011. |
| PAYMENTS TO HVMA (CODES L,M,N & O) | SCHEDULE R, PART V, ITEM 2 | ATRIUS HEALTH, INC. ("ATRIUS") PROVIDED OVERSIGHT AND COORDINATION OF SERVICES AS THE SOLE CORPORATE MEMBER OF FIVE TAX-EXEMPT MEDICAL GROUP PRACTICES (PARTICIPATING ORGANIZATIONS) IN EASTERN AND CENTRAL MASSACHUSETTS. ATRIUS' PRIMARY ACTIVITIES IN 2011 ARE DESCRIBED IN PART III OF FORM 990 (STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS). ATRIUS LEASES ITS EMPLOYEES FROM HARVARD VANGUARD MEDICAL ASSOCIATES, INC. ("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. |
| CODE L OTHER | SCH. R, PART V, ITEM 2 | ATRIUS RECEIVED FUNDING TO ASSIST THE ONGOING OPERATIONS OF THE ELECTRONIC MEDICAL RECORDS SYSTEM. IT IS ATRIUS' POLICY TO ALLOCATE SUCH FUNDING TO ITS PARTICIPATING ORGANIZATIONS. THE TOTAL FUNDING RECEIVED IN 2011 AND DISTRIBUTED WAS $1,534,246. |
Comments