2012-11-15T08:48:14-06:00 2011-12-31 043138777 PKF PC 300 CROWN COLONY DRIVE SUITE 400 QUINCY MA 02169 990 2011-01-01 042297845 SOUTH SHORE MEDICAL CENTER INC SOUT 7818785200 75 WASHINGTON STREET NORWELL MA 020619147 RICHARD A KAUFF 7818785200 2012-11-12 1 ROBERT V DANDROW P00294799 6174220007 2012-11-12 2011 2016-02-24 21:20:13Z RICHARD A KAUFF 75 WASHINGTON STREET NORWELL MA 020619147 128281441 0 X WWW.SSMEDCENTER.COM X 2004 MA WE CARE FOR PATIENTS COMPASSIONATELY AND EFFECTIVELY, WITH THE HIGHEST MEDICAL AND ETHICAL STANDARDS. WE BUILD A BETTER FUTURE FOR OUR COMMUNITIES THROUGH TEACHING, LEADERSHIP IN HEALTH CARE INNOVATION, AND PHILANTHROPY. 6 0 578 0 0 0 0 0 113499460 127902789 183468 164238 0 0 113682928 128067027 50199 41130 0 0 39040230 40537868 0 0 0 73349190 84576093 112439619 125155091 1243309 2911936 24019919 27778069 14441573 15435561 9578346 12342508 WE CARE FOR PATIENTS COMPASSIONATELY AND EFFECTIVELY, WITH THE HIGHEST MEDICAL AND ETHICAL STANDARDS. WE BUILD A BETTER FUTURE FOR OUR COMMUNITIES THROUGH TEACHING, LEADERSHIP IN HEALTH CARE INNOVATION, AND PHILANTHROPY. 0 0 119449462 41130 127902789 THE ORGANIZATION PROVIDED MEDICAL, PREVENTATIVE AND OTHER CLINICAL SERVICES TO ITS PATIENTS THROUGH 201,335 PATIENT VISITS (INCLUDING 17,620 MEDICAID VISITS AND 21,271 MEDICARE VISITS). THE ORGANIZATION WORKS WITH THE OTHER PARTICIPATING ORGANIZATIONS OF ATRIUS HEALTH, INC. TO IMPROVE THE QUALITY OF HEALTH CARE SERVICES PROVIDED TO PATIENTS IN EASTERN AND CENTRAL MASSACHUSETTS THROUGH CLINICAL INTEGRATION AND THE IMPLEMENTATION OF A UNIFIED ELECTRONIC MEDICAL RECORD SYSTEM. THE ORGANIZATION PARTICIPATED IN EDUCATIONAL AND TRAINING PROGRAMS FOR MEDICAL STUDENTS AND MEDICAL RESIDENTS AND FOR OTHER HEALTHCARE PROFESSIONALS INCLUDING PHYSICIAN ASSISTANTS AND NURSES. 119449462 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 45 0 578 1 0 0 0 0 0 0 0 0 0 0 X 6 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X THOMAS CARROLL 7812614785 75 WASHINGTON STREET NORWELL MA 020619147 X GINA S BOUTWELL MD 50.00 X 262314 0 58135 SCOTT P CORKINS MD 50.00 X 308436 0 48073 RICHARD A KAUFF MD 50.00 X X 283154 0 63320 INGRID E KOTCH MD 40.00 X X 268893 0 58985 ROBERT C MELLORS MD 50.00 X 191520 0 54413 SARAH G MURPHY MD 50.00 X 300180 0 60683 BENJAMIN C RYAN MD 50.00 X X 307307 0 50758 JOHN L TURNER MD 50.00 X X 173681 0 4841 EDWARD W NALBAND MD 60.00 X 323448 27500 55959 THOMAS E CARROLL JR 55.00 X 251145 0 58929 MARK FLIEGER 50.00 X 225515 0 50788 PEGGY S HAFKEMEYER 50.00 X 216336 0 43545 STANLEY R SACON PHD 50.00 X 288652 0 56374 MARK BULMAN MD 50.00 X 390881 0 50656 LISA GIONI DO 50.00 X 330508 0 41780 MATTHEW R HJORT MD 50.00 X 313980 0 53360 ROBERT YOUNG MD 50.00 X 326684 0 56339 KAREN E ZEMEL MD 50.00 X 306195 0 61156 LAURA M NOWOSIELSKI MD 50.00 X 148014 0 44857 ROBERT L VANDERLIN MD 50.00 X 427374 0 67959 5644217 27500 1040910 64 1 1 0 GK DERMATOLOGY PC 316 ADAMS ST MILTON MA 02186 PHYSICIAN 664642 THOMAS KENNEY MD INC 2110 DORCHESTER AVE BOSTON MA 02124 PHYSICIANS 486104 SS ORTHOPEDICS LLC 51 PERFORMANCE DR SUITE 300 WEYMOUTH MA 02189 PHYSICIANS 318866 TAMSIN KNOX MD 43 CHESTNUT ST DEDHAM MA 02026 PHYSICIAN 316823 DOCTOR'S FOOT CARE GROUP PC 111 WILLARD ST SUITE GC QUINCY MA 02169 PHYSICIAN 248566 8 CAPITATION FEES 621110 82903893 82903893 FEE FOR SERVICE 621110 29823365 29823365 MEDICARE/MEDICAID 621110 13037082 13037082 OTHER 621110 2094969 2094969 PROGRAM RELATED INV. 621110 43480 43480 127902789 131061 131061 247591 214414 33177 33177 33177 128067027 127902789 0 164238 41130 41130 3624617 2954219 670398 28850828 27486854 1363974 1428511 1390983 37528 4703979 4400189 303790 1929933 1789274 140659 65989 65989 8000 8000 73809978 71845575 1964403 2600 2600 1469459 894315 575144 429958 197076 232882 2984754 2649531 335223 82907 77868 5039 65601 65601 17134 17134 1323403 1323403 1232274 1232274 MEDICAL GOODS/SUPPLIES 2773076 2773076 BAD DEBT EXPENSE 310960 310960 125155091 119449462 5705629 0 8665065 8479958 3651689 6526936 328179 302484 106566 29167 43182 43252 275324 375846 7875109 4016745 4578719 3858364 2341224 4671676 2680503 1796383 1349468 1694003 24019919 27778069 13221669 14236208 570973 513153 648931 686200 14441573 15435561 X 9578346 12342508 9578346 12342508 24019919 27778069 X 2911936 -147774 X X 1 1 1 X 0 X 82160357 85774572 104173663 113499460 127902789 513510841 82160357 85774572 104173663 113499460 127902789 513510841 0 0 0 513510841 359353 239999 105458 160317 131061 996188 359353 239999 105458 160317 131061 996188 82519710 86014571 104279121 113659777 128033850 514507029 0.99810 0.99740 0.00190 0.00260 X 342296 342296 871553 397803 473750 555932 274585 281347 362473 209188 153285 5742855 3135169 2607686 3858364 VENTURE 2-BRN, LLC (AT EQUITY)-MRI SERVICES 1309528 C VENTURE 3-WW, LLC (AT EQUITY)-CATSCAN & ONCOLOGY SERVICES -798311 C VENTURE 4-WW2, LLC (AT EQUITY)-IMAGING CENTER 1005441 C VENTURE V-90 LIBBEY, LLC (AT EQUITY)-ENDOSCOPY SUITE 279725 C 1796383 DUE FROM RELATED ENTITY - HARVARD VANGUARD MEDICAL ASSOCIATES, INC., INC. 1694003 1694003 PAYABLE TO RELATED ENTITY - GRANITE MEDICAL GROUP, INC. 254001 PAYABLE TO RELATED ENTITY - ATRIUS HEALTH, INC. 432199 686200 128067027 125155091 2911936 -147774 -147774 2764162 134529993 -147774 6610740 6462966 128067027 0 128067027 131765831 6610740 6610740 125155091 0 125155091 PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE ADJUSTMENTS REPORTED AS OTHER REVENUE FOR FINANCIAL REPORTING 5,154,724. PARTNERSHIP LOSS REPORTED AS EXPENSE FOR FINANCIAL REPORTING 1,456,016. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE ADJUSTMENTS REPORTED AS OTHER REVENUE FOR FINANCIAL REPORTING 5,154,724. PARTNERSHIP LOSS REPORTED AS EXPENSE FOR FINANCIAL REPORTING 1,456,016. 1 ATRIUS HEALTH FOUNDATION INC 275 GROVE ST SUITE 3-300 NEWTON MA 02466 264517944 501 (C)(3) 5000 TSUNAMI RELIEF FUND AMERICAN HEART ASSOCIATION 20 SPEEN ST PO BOX 9376 FRAMINGHAM MA 01701 135613797 501 (C)(3) 5000 SUPPORT AMERICAN HEART WALK FUND-RAISER SOUTH SHORE HOUSING DEVELOPMENT CORP 169 SUMMER ST KINGSTON MA 02364 237131446 501 (C)(3) 7500 LOW INCOME HOUSING ASSISTANCE SOUTH SHORE HOSPITAL FOUNDATION 55 FOGG ROAD S WEYMOUTH MA 02190 042769210 501 (C)(3) 5000 GENERAL SUPPORT 4 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SUBSTANTIALLY ALL GRANTS MADE ARE TO WELL KNOWN CHARITIES FOR THE GENERAL PURPOSES OF THE CHARITY; ACCORDINGLY, THE ORGANIZATION'S MONITORING OF GRANTS TO RECIPIENTS IS LIMITED. X X X X X 0 0 0 1 0 0 0 1 0 GINA S BOUTWELL MD 252860 0 6429 0 3025 0 30831 0 27304 0 320449 0 0 0 SCOTT P CORKINS MD 299989 0 6429 0 2018 0 23273 0 24800 0 356509 0 0 0 RICHARD A KAUFF MD 273610 0 6429 0 3115 0 33831 0 29489 0 346474 0 0 0 INGRID E KOTCH MD 259420 0 6429 0 3044 0 30831 0 28154 0 327878 0 0 0 ROBERT C MELLORS MD 181944 0 6429 0 3147 0 25888 0 28525 0 245933 0 0 0 SARAH G MURPHY MD 290705 0 6429 0 3046 0 30831 0 29852 0 360863 0 0 0 BENJAMIN C RYAN MD 298854 0 6429 0 2024 0 23273 0 27485 0 358065 0 0 0 JOHN L TURNER MD 173681 0 0 0 0 0 0 0 4841 0 178522 0 0 0 EDWARD W NALBAND MD 319357 27500 948 0 3143 0 33831 0 22128 0 379407 27500 0 0 THOMAS E CARROLL JR 241687 0 6429 0 3029 0 30831 0 28098 0 310074 0 0 0 MARK FLIEGER 215944 0 7500 0 2071 0 24792 0 25996 0 276303 0 0 0 PEGGY S HAFKEMEYER 206800 0 7500 0 2036 0 24063 0 19482 0 259881 0 0 0 STANLEY R SACON PHD 278951 0 6429 0 3272 0 33831 0 22543 0 345026 0 0 0 MARK BULMAN MD 382197 0 6429 0 2255 0 24831 0 25825 0 441537 0 0 0 LISA GIONI DO 322066 0 6429 0 2013 0 23273 0 18507 0 372288 0 0 0 MATTHEW R HJORT MD 305531 0 6429 0 2020 0 24831 0 28529 0 367340 0 0 0 ROBERT YOUNG MD 318074 0 6429 0 2181 0 26831 0 29508 0 383023 0 0 0 KAREN E ZEMEL MD 296731 0 6429 0 3035 0 30831 0 30325 0 367351 0 0 0 LAURA M NOWOSIELSKI MD 89243 0 6429 0 52342 0 24994 0 19863 0 192871 0 0 0 ROBERT L VANDERLIN MD 318233 0 6429 0 102712 0 33831 0 34128 0 495333 0 58809 0 PART I, LINE 5 WHILE COMPENSATION PROVIDED TO THE PHYSICIAN EMPLOYEES OF THE ORGANIZATION DEPENDS ON THE REVENUE OF THE ORGANIZATION, THE COMPENSATION PAYABLE TO EACH PHYSICIAN IS DETERMINED BASED ON THAT PHYSICIAN'S PRODUCTIVITY AND THE PROFESSIONAL REVENUE THAT THEY PRODUCE. PART I, LINE 7 DISCRETIONARY BONUSES ARE DETERMINED BY THE BOARD/COMPENSATION COMMITTEE BASED ON ORGANIZATIONAL PERFORMANCE, RESULTS AND OTHER FACTS AND CIRCUMSTANCES THAT ARE REVIEWED IN THEIR ENTIRETY IN ASSURING AND CONFIRMING THE REASONABLENESS OF TOTAL COMPENSATION PROVIDED. 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 SSMC AND ULTIMATELY THE CORPORATE MEMBER'S COMPENSATION COMMITTEE. SOUTH SHORE MEDICAL ASSOCIATES DIV FUNDS FOR ADDITION TO PROPERTY LEASED BY SSMC FROM SSMA X 400000 302484 0 1 1 PAYABLE TO VAR SSMC PHYSICIANS AT WORKING CAPITAL X 707000 513153 0 1 1 815637 SOUTH SHORE MEDICAL ASSOCIATES INC OWNED BY SSMC PHYSICIANS - 21.19% BY 7 CURRENT/FORMER O/D/K - PART VII 898804 SSMC LEASES ITS FACILITIES IN NORWELL AND KINGSTON MA FROM SSMA. THE INITIAL LEASE ENDED IN 2009. FROM 2009 THROUGH SEPTEMBER 2011 SSMC LEASED THE FACILITIES UNDER TENANT AT WILL ARRANGEMENTS. THE CURRENT LEASES WERE EFFECTIVE OCTIBER 1, 2011 AND END ON SEPTEMBER 30, 2014 FOR THE NORWELL FACILITY AND SEPTEMBER 30, 2016 FOR THE KINGSTON FACILITY. 0 FORM 990, PART VI, SECTION A, LINE 2 SSMC LEASES ITS NORWELL AND KINGSTON FACILITIES FROM SOUTH SHORE MEDICAL ASSOCIATES ("SSMA"). SSMA IS OWNED BY PHYSICIANS EMPLOYED BY SSMC. 22.19% OF THE TOTAL OWNERSHIP OF SSMA IS HELD BY SEVEN (7) OF THE CURRENT/FORMER OFFICERS, TRUSTEES AND KEY EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A. FORM 990, PART VI, SECTION A, LINE 6 SOUTH SHORE MEDICAL CENTER, INC. ("SSMC") HAS TWO CLASSES OF MEMBERS: THE CORPORATE MEMBER (ATRIUS HEALTH, INC.) - THE CORPORATE MEMBER CAN BE REMOVED ONLY IF SSMC IS REMOVED, BY THE CORPORATE MEMBER, AS A PARTICIPATING ORGANIZATION IN THE ATRIUS HEALTH SYSTEM. THE CORPORATE MEMBER HAS CERTAIN DEFINED APPROVAL RIGHTS OF THE ACTIONS OF THE CORPORATION. THE PHYSICIAN MEMBERS - THE PHYSICIAN MEMBERS ARE NOT MEMBERS OF THE CORPORATION WITHIN THE MEANING OF CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS. ELECTION OF NEW PHYSICIAN MEMBERS REQUIRES AN AFFIRMATIVE VOTE OF TWO-THIRDS OF THE VOTING INTEREST OF THE PHYSICIAN MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS COMPRISED OF SIX VOTING TRUSTEES, ALL OF WHOM MUST BE A PHYSICIAN MEMBER. OF THE SIX TRUSTEES, FOUR MUST BE APPROVED BY THE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B MOST MAJOR DECISIONS OF THE BOARD MUST BE APPROVED BY SSMC'S CORPORATE MEMBER. THE CORPORATE MEMBER MUST APPROVE ALL BUDGETS, PLANS, AND MATERIAL CHANGES; APPROVE ALL PROGRAM CHANGES; APPROVE ANY AMENDMENT TO THE ARTICLES OF ORGANIZATION AND OR BY-LAWS; APPROVE COMPENSATION STRUCTURES AND RANGES FOR SSMC'S DIRECTORS, PHYSICIANS, SENIOR MANAGERS AND OTHER PROFESSIONALS; AND, IN GENERAL APPROVE ANY OTHER ACTIONS NOT IN THE NORMAL COURSE OF BUSINESS. IN ADDITION TO POWERS PROVIDED BY LAW, THE ARTICLES OF ORGANIZATION AND SSMC'S BY-LAWS, THE CORPORATE MEMBER HAS AUTHORITY TO: (A) LEVY ASSESSMENTS TO COVER THE CORPORATE MEMBER'S COSTS OF OPERATIONS; (B) APPROVE, OR DISAPPROVE, THE SELECTION AND REMOVAL OF AT LEAST FIFTY PERCENT (50%) BUT LESS THAN EIGHTY PERCENT (80%) OF THE TRUSTEES; AND, (C) ACT AS SSMC'S EXCLUSIVE AGENT FOR PURPOSES OF NEGOTIATING PAYOR CONTRACTS FOR SSMC AND THE OTHER PARTICIPATING ORGANIZATIONS AS DEFINED IN THE CORPORATE MEMBER'S BY-LAWS. UPON DISSOLUTION OF SSMC, THE NET ASSETS OF SSMC WILL BE DISPOSED OF TO ATRIUS HEALTH, INC. PROVIDED IT IS THEN EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION B, LINE 11 ATRIUS HEALTH ENGAGED AN OUTSIDE TAX/ACCOUNTING FIRM TO REVIEW AND PREPARE FORM 990 FOR SOUTH SHORE MEDICAL CENTER. AN INTERNAL TEAM AT SOUTH SHORE MEDICAL CENTER INCLUDING STAFF FROM ACCOUNTING AND HUMAN RESOURCES DEPARTMENTS WORK CLOSELY WITH THE OUTSIDE FIRM TO PREPARE THE DOCUMENT. IN ADDITION, THE SOUTH SHORE MEDICAL CENTER BOARD OF TRUSTEES AND THE ATRIUS HEALTH AUDIT & COMPLIANCE COMMITTEE JOINTLY OVERSEE THE PREPARATION OF SOUTH SHORE MEDICAL CENTER'S 990. THE SOUTH SHORE MEDICAL CENTER BOARD RECEIVES A FINAL DRAFT OF THE 990 AND FORMALLY REVIEWS AND APPROVES THE ENTIRE DOCUMENT BEFORE FILING. IN ADDITION, MATERIAL ISSUES (IF ANY) WITH THE SOUTH SHORE MEDICAL CENTER 990 WOULD BE HIGHLIGHTED IN THE OUTSIDE FIRM'S PRESENTATION TO THE ATRIUS HEALTH AUDIT & COMPLIANCE COMMITTEE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C SSMC HAS A COMPREHENSIVE COMPLIANCE PROGRAM WHICH IS MONITORED BY THE AUDIT AND COMPLIANCE COMMITTEE AND COMPLIANCE OFFICER. THE NATURE OF THE POTENTIAL OR ACTUAL CONFLICT DETERMINES THE LEVEL(S) AT WHICH A DETERMINATION OF POTENTIAL CONFLICT MAY EXIST. AN INDIVIDUAL INVOLVED WITH A POTENTIAL CONFLICT IS PROHIBITED FROM BEING IN ATTENDANCE AT ANY MEETINGS AT WHICH THE MATTER IS DISCUSSED AND IS NOT ALLOWED TO VOTE ON THE MATTER. ALL MEMBERS OF THE BOARD, SSMC'S OFFICERS AND SENIOR MANAGERS ARE REQUIRED TO ANNUALLY REVIEW, COMPLETE AND CERTIFY COMPLIANCE WITH SSMC'S CONFLICT OF INTEREST POLICY. IN ADDITION ALL NEW HIRES (IN THE CATEGORIES DESCRIBED) ARE REQUIRED TO READ AND ACKNOWLEDGE RECEIPT OF SSMC'S CODE OF CONDUCT. THE CONFLICT OF INTEREST POLICY STATES "AS A GENERAL RULE, CONFLICTS OF INTEREST ARE NOT PERMITTED." SSMC'S POLICY PROVIDES FOR EXCEPTIONS IF DISCLOSED PROMPTLY AND APPROVED BY THE APPROPRIATE LEVEL OF MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, COMPENSATION: SSMC'S COMPENSATION COMMITTEE IS COMPRISED OF PHYSICIANS AND CERTAIN OTHER ADMINISTRATORS OF SSMC. THEY REVIEW AND DETERMINE THE COMPENSATION FOR THE EXECUTIVE TEAM AND THE PHYSICIAN COMPENSATION MODELS. FOR THE PHYSICIANS, THE KEY CRITERIA IN DETERMINING COMPENSATION IS THE PHYSICIAN'S PRODUCTIVITY. THE 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 SSMC AND ULTIMATELY THE CORPORATE MEMBER'S COMPENSATION COMMITTEE. THE COMPENSATION PERSONNEL UTILIZE OUTSIDE CONSULTANTS TO ASSIST THEM IN DETERMINING THE REASONABLENESS OF THE COMPENSATION. ALL MAJOR DECISIONS OF THE BOARD MUST BE APPROVED BY SSMC'S CORPORATE MEMBER. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE ATTACHED TO THE MA FORM PC FILED WITH THE ATTONEY GENERAL'S OFFICE, WHICH IS OPEN TO PUBLIC INSPECTION. THE ARTICLES OF ORGANIZATION ARE AVAILABLE AT THE MASSACHUSETTS SECRETARY OF STATE'S OFFICE, INCLUDING ON-LINE. OTHER GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANZATIONS FORM 990, PART VII EDWARD W. NALBAND, MD - CHIEF MEDICAL OFFICER OF SSMC AND A TRUSTEE OF ATRIUS HEALTH, INC. AND ATRIUS HEALTH FOUNDATION, INC. DR. NALBAND AVERAGED 10 HOURS PER WEEK IN ACTIVITIES RELATED TO ATRIUS HEALTH, INC. (INCLUDING ACTIVITIES OF ITS FOUNDATION WHICH IS A SUPPORTING ORGANZATION). THOMAS E. CARROLL, JR - CFO OF SSMC AND TREASURER OF ATRIUS HEALTH FOUNDATION, INC. MR. CARROLL AVERAGED 1 HOUR PER WEEK IN ACTIVITIES RELATED TO ATRIUS HEALTH FOUNDATION, INC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -147,774. FORM 990, PART XII, LINE 2A THROUGH 2D THERE WAS NO CHANGE TO THE OVERSIGHT OF THE YEAR-END AUDIT OR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT DURING THE TAX YEAR. THE ORGANIZATION'S FINANCIAL STATEMENTS WERE REVIEWED BY AN INDEPENDENT ACCOUNTANT AND THE ORGANIZATION WAS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF ITS CORPORATE MEMBER, WHICH CONSOLIDATED FINANCIAL STATEMENTS WERE AUDITED BY AN INDEPENDENT ACCOUNTANT. 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 ATRIUS HEALTH INC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 010803117 ORGANIZE AND INTEGRATE HEALTHCARE DELIVERY MA 501(C)(3) LINE 9 N/A 0 DEDHAM MEDICAL ASSOCIATES INC ONE LYONS STREET DEDHAM MA 02026 043136240 MULTI-SPECIALTY MEDICAL GROUP MA 501(C)(3) LINE 9 N/A 0 SOUTHBORO MEDICAL GROUP 24 NEWTON STREET SOUTHBORO MA 01772 042487729 MULTI-SPECIALTY MEDICAL GROUP MA 501(C)(3) LINE 9 N/A 0 GRANITE MEDICAL GROUP INC 500 CONGRESS STREET QUINCY MA 02169 043341331 MULTI-SPECIALTY MEDICAL GROUP MA 501(C)(3) LINE 9 N/A 0 ATRIUS HEALTH FOUNDATION INC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 264517944 SUPPORT ATRIUS HEALTH AND ITS 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 AUBURN MA 01501 043106404 MEDICAL EQUIPMENT SUPPLIER MA 501(C)(3) LINE 9 N/A 0 VENTURE 2-BRN LLC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 205842227 MRI SERVICES MA HARVARD VANGUARD MEDICAL ASSOCIATES INC RELATED 925656 1316299 0 0 0.22800 VENTURE 3-WW LLC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 208676840 RADIATION, ONCOLOGY AND CAT SCAN SERVICES MA HARVARD VANGUARD MEDICAL ASSOCIATES INC RELATED -650805 748835 0 0 0.27000 VENTURE 4-WW2 LLC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 262783850 DIGITAL MAMMOGRAPHY, ULTRASOUND AND BONE DENSITY SERVICES MA HARVARD VANGUARD MEDICAL ASSOCIATES INC RELATED 727519 1006804 0 0 0.39000 VENTURE V-90 LIBBEY LLC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 274351500 GASTROINTES- TINAL ENDOSCOPIC SERVICES MA GRANITE MEDICAL ASSOCIATES INC RELATED -153155 578545 0 0 0.30000 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 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 HARVARD VANGUARD MEDICAL ASSOCIATES INC L 851221 COST ATRIUS HEALTH INC L 2648745 SEE STATEMENT ATRIUS HEALTH INC K 121489 SEE STATEMENT HARVARD VANGUARD MEDICAL ASSOCIATES INC J 296452 SUB-LEASE COST SOUTHBORO MEDICAL GROUP INC R 335232 BOARD VOTE - FMV DEDHAM MEDICAL ASSOCIATES INC R 335232 BOARD VOTE - FMV VENTURE 2-BRN LLC Q 1140000 BOARD VOTE - FMV TRANSACTIONS WITH ATRIUS HEALTH INC. (CODE L AND K) SCH R, PART V, ITEM 2 THE GENERAL CORPORATE COSTS OF ATRIUS ARE ALLOCATED TO ATRIUS' PARTICIPATING ORGANIZATIONS (PRACTICE GROUP) USING THE AVERAGE OF FOUR METHODOLOGIES - TOTAL REVENUES OF EACH PRACTICE GROUP; PATIENT VISITS; PHYSICIAN FULL-TIME EQUIVALENTS; AND PATIENTS. SSMC'S CHARGE WAS $ 1,399,141 FOR 2011. IN ADDITION, SSMC IS CHARGED FOR ITS SHARE OF THE COSTS OF THE MEDICAL RECORDS AND PRACTICE MANAGEMENT SYSTEM. FOR 2011, SSMC WAS CHARGED $ 1,249,604 FOR ITS UTILIZATION AND INITIAL IMPLEMENTATION. ATRIUS RECEIVED FUNDING TO ASSIST IN THE IMPLEMENTATION OF ELECTRONIC MEDICAL RECORDS WHICH IT DISTRIBUTED TO ITS PARTICIPATING ORGANIZATIONS. SSMC RECEIVED $ 121,489 IN 2011.