2012-05-14T12:13:18-04:00 2011-06-30 PricewaterhouseCoopers LLP 125 High Street Boston MA 02110 990 2010-07-01 043167608 Cambridge Health Alliance Physicians ORGANIZATION INC CAMB 7813068872 101 Station Landing 5th Floor Medford MA 02155 GORDON H BOUDROW JR 2012-05-07 6175305000 2010 2016-02-24 21:20:13Z PATRICK WARDELL 1493 CAMBRIDGE ST CAMBRIDGE MA 02139 106160251 false X N/A X 1992 MA SEE SCHEDULE O 3 0 566 3 0 0 0 0 102088483 106160251 0 0 0 0 102088483 106160251 0 0 0 0 71467701 77244345 0 0 0 30620782 28915906 102088483 106160251 0 8023891 8639309 8076838 6667871 -52947 1971438 X SEE SCHEDULE O false false 103604561 0 106160251 SEE SCHEDULE O 103604561 true false false false false false false false false true false false true false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 0 0 true 566 true false false false false false false false false false false X 3 0 true false false false true true true true true false false true true true true true false true false MA X AVERIL KANE 7813068872 101 STATION LANDING 5TH FLOOR MEDFORD MA 02155 X DENNIS KEEFE 2.0 X 0 747314 47404 PAUL ALLISON 2.0 X X 0 311881 32919 GERALD STEINBERG MD 50.0 X X 293042 0 13627 DAVID PORELL 50.0 X 0 202130 11909 PAUL LESSER MD 50.0 X 571291 0 30799 SAMUEL DOPPELT MD 50.0 X 619904 0 39939 VINCENT PATALANO II MD 50.0 X 522508 0 33919 LOUIS LIOU MD 50.0 X 575747 0 11109 DEEPAK THATAI MD 50.0 X 547205 0 33122 3129697 1261325 254747 244 false true false None Paid by Cambridge Health Alli 0 0 PATIENT SERVICE REVENUE 900099 54625259 54625259 CONTRACTS AND MANAGEMENT FEE 900099 3275367 3275367 OTHER MISC. PROG. REVENUE 900099 2301549 2301549 MEDICAL SERVICE TO RELATED ORGANIZATIONS 900099 20542465 20542465 SUPPORT FROM RELATED ORGANIZATION 900099 25415611 25415611 106160251 0 0 0 0 0 0 0 0 106160251 106160251 0 0 0 0 366465 366465 0 66059466 64643296 1416170 2116097 2087391 28706 5356744 5253112 103632 3345573 3280049 65524 629517 455558 173959 11465 825 10640 32480 32480 0 0 0 15567559 15567559 132366 21236 111130 104774 5086 99688 479 280 199 0 106375 24683 81692 5230 821 4409 0 462821 433319 29502 0 0 79482 62211 17271 4111192 4100444 10748 INTRAGROUP EXPENSE 7381824 7381824 MISCELLANEOUS 290342 286867 3475 106160251 103604561 2555690 0 26709 31635 3858833 4095863 1563422 1673139 3307508 2834921 552069 472587 2022858 2366085 8023891 8639309 8055505 6641280 21333 26591 8076838 6667871 X -608237 1365993 555290 605445 -52947 1971438 8023891 8639309 X 0 2024385 X false true true X false X 100093508 107453649 107457991 102088483 106160251 523253882 100093508 107453649 107457991 102088483 106160251 523253882 523253882 100093508 107453649 107457991 102088483 106160251 523253882 1.00000 1.00000 0.00000 0.00000 X 858058 522662 335396 2392755 2275580 117175 56695 36679 20016 472587 OTHER RECEIVABLE 2366085 2366085 Part X, Line 2: THE ORGANIZATION DOES NOT HAVE A FIN 48 FOOTNOTE AS ANY UNCERTAIN TAX POSITIONS WERE DEEMED IMMATERIAL. false false false false false false false true false DAVID PORELL 0 200840 0 0 0 1290 0 8213 0 3696 0 214039 0 0 DENNIS KEEFE 0 652575 0 0 0 94739 0 26300 0 21104 0 794718 0 0 PAUL LESSER MD 550996 0 0 0 20295 0 9800 0 20999 0 602090 0 0 0 SAMUEL DOPPELT MD 454205 0 119411 0 46288 0 9800 0 30139 0 659843 0 0 0 VINCENT PATALANO II MD 419445 0 79076 0 23987 0 9800 0 24119 0 556427 0 0 0 PAUL ALLISON 0 309901 0 0 0 1980 0 9800 0 23119 0 344800 0 0 GERALD STEINBERG MD 282619 0 0 0 10423 0 9800 0 3827 0 306669 0 0 0 LOUIS LIOU MD 379965 0 172821 0 22961 0 9800 0 1309 0 586856 0 0 0 DEEPAK THATAI MD 352212 0 168871 0 26122 0 9800 0 23322 0 580327 0 0 0 part I, Line 3: EXECUTIVES AND CERTAIN EMPLOYEES ARE COMPENSATED FOR THEIR SERVICES AS EXECUTIVES AND EMPLOYEES OF CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. THROUGH A RELATED ORGANIZATION'S PAYROLL. TRUSTEES OF CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. THAT WERE COMPENSATED BY A RELATED ORGANIZATION WERE COMPENSATED FOR SERVICES THAT WERE RENDERED IN OTHER ROLES. TRUSTEES OF CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. RECEIVE NO COMPENSATION AS TRUSTEES. PART I, LINE 7: MANY OF THE EMPLOYEES OF THE CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION PARTICIPATE IN COMPENSATION MODELS WHICH INCLUDE VARIABLE PAY FOR PERFORMANCE. CRITERIA FOR EARNING INCENTIVES CAN INCLUDE PRODUCTIVITY, CITIZENSHIP, ACHIEVEMENT VS. QUALITY MEASURES OR OTHER FACTORS AS DETERMINED ANNUALLY BY THE ORGANIZATION. PART I & III, LINE 1: THE CORPORATION PROVIDES IN-PATIENT AND OUT-PATIENT SERVICES TO PATIENTS OF THE CAMBRIDGE HEALTH ALLIANCE AND SUPPORTS TEACHING AND RESEARCH ACTIVITIES OF THAT INSTITUTION INCLUDING ALL RELATED ORGANIZATIONS. PART III, LINE 4A: THE CORPORATION EMPLOYS AND CONTRACTS WITH PHYSICIANS OF VARIOUS SPECIALITIES TO PROVIDE A VARIETY OF SERVICES TO THE PATIENTS OF CAMBRIDGE HEALTH ALLIANCE. CHA PRIMARY CARE PHYSICIANS RENDER SERVICES IN APPROXIMATELY 15 LOCATIONS, IN CAMBRIDGE, SOMERVILLE, AND OTHER METRO NORTH COMMUNITIES. PSYCHIATRISTS AND PSYCHOLOGISTS RENDER BOTH OUTPATIENT AND INPATIENT SERVICES. HOSPITAL BASED SERVICES ARE PROVIDED BY PHYSICIANS SUCH AS PATHOLOGY, RADIOLOGY, ANESTHESIA AND HOSPITALIST SERVICES. A WIDE RANGE OF SPECIALIST SERVICES ARE OFFERED TO EMPLOYED AND CONTRACTING PHYSICIANS PRACTICING IN SURGERY, CARDIOLOGY, PULMONOLOGY, ONCOLOGY AND OTHER MEDICAL SPECIALTIES. WHILE THE PRIMARY FOCUS OF MOST PHYSICIANS IS CLINICAL SERVICE TO PATIENTS, MANY PHYSICIANS ALSO PARTICIPATE IN TEACHING AND/OR RESEARCH PROGRAMS. TEACHING RESPONSIBILITIES TO SUPPORT CHA'S OWNERSHIP OF FIVE MEDICAL RESIDENCY PROGRAMS (DENTISTRY, FAMILY MEDICINE, INTERNAL MEDICINE, PSYCHIATRY, AND SURGICAL PODIATRY), PRECEPTING OF MEDICAL RESIDENTS FROM NUMEROUS OTHER ENTITIES INCLUDING MGH, BIDMC, TUFTS MC, AS WELL AS AN AFFILIATION WITH HARVARD MEDICAL SCHOOL FOR MEDICAL STUDENT TRAINING VIA THE INTEGRATED CLERKSHIP PROGRAM. PART VI, LINE 2: CERTAIN TRUSTEES ARE ALSO EMPLOYEES AT OTHER ORGANIZATIONS WITHIN THE CAMBRIDGE HEALTH ALLIANCE SYSTEM. PART VI, LINE 6: CAMBRIDGE HEALTH ALLIANCE IS THE SOLE CORPORATE MEMBER OF CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. PART VI, LINE 7A: CAMBRIDGE HEALTH ALLIANCE HAS THE RIGHT TO APPOINT, AND DOES APPOINT, ALL MEMBERS OF THE CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC. BOARD OF TRUSTEES. PART VI, LINE 7B: CERTAIN ACTIONS OF THE BOARD OF TRUSTEES MUST BE APPROVED BY CAMBRIDGE HEALTH ALLIANCE, CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC'S SOLE CORPORATE MEMBER, AS SET FORTH IN THE BYLAWS, INCLUDING ADOPTION OF THE BUDGET, ANY MERGER, CONSOLIDATION, JOINT VENTURE, OR AFFILIATION WITH CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC., ANY CAPITAL TRANSACTION, AND INCURRENCE OF DEBT. CAMBRIDGE HEALTH ALLIANCE HAS AUTHORITY TO APPROVE OR DENY ANY DECISION MADE BY CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC'S BOARD OF TRUSTEES. ITEMS CAN BE RECOMMENDED TO THE BOARD OF CAMBRIDGE HEALTH ALLIANCE OR ITS COMMITTEES FOR REVIEW AND APPROVAL. PART VI, LINE 11: CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC'S FORM 990 WAS PREPARED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ACCOUNTANTS AND PAID PREPARER (PRICEWATERHOUSECOOPERS). CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION'S INTERNAL MANAGEMENT AND CHA EMPLOYEES REVIEWED THE FORM 990 AND PROVIDED COMMENTS AND CHANGES. ONCE THE RETURN WAS UPDATED, THE FORM 990 WAS PRESENTED FOR REVIEW TO EACH VOTING MEMBER OF THE CHA FINANCE COMMITTEE. PRICEWATERHOUSECOOPERS THEN FINALIZED THE FORM 990 BASED ON THE REVIEW AND FEEDBACK OF THE CHA FINANCE COMMITTEE. COPIES OF THE COMPLETED FORM 990 WERE DISTRIBUTED IN ELECTRONIC OR PAPER FORM TO MEMBERS OF THE CAMBRIDGE HEALTH ALLIANCE PHYSICIANS ORGANIZATION, INC GOVERNING BODY PRIOR TO FILING WITH IRS. PART VI, LINE 12C: THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY FOR ITS DIRECTORS AND ONE FOR ITS OFFICERS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THESE CONFLICT OF INTEREST POLICIES BY ANNUALLY SURVEYING EACH OF ITS DIRECTORS AND OFFICERS. OFFICERS AND DIRECTORS ARE ALSO GIVEN A COPY OF THE APPLICABLE CONFLICT OF INTEREST POLICY ALONG WITH THE ANNUAL SURVEY AND ARE REMINDED OF THEIR OBLIGATION TO PROMPTLY REPORT ANY NEW POTENTIAL CONFLICTS THAT ARISE. THE COMPLIANCE OFFICER REVIEWS THE RESPONSES. IF A CONFLICT OF INTEREST IS DETERMINED, THE APPLICABLE INDIVIDUAL IS PRECLUDED FROM PARTICIPATING IN DELIBERATION ON OR DECISION-MAKING REGARDING THE TOPIC GIVING RISE TO THE CONFLICT. EACH CONFLICT POLICY CONTAINS DISCIPLINARY PROVISIONS TO ADDRESS VIOLATIONS OF THE POLICY. PART VI, LINE 14: THE ORGANIZATION HAS AN ACTIVE DOCUMENT RETENTION AND DESTRUCTION POLICY APPROVED BY MANAGEMENT. THIS POLICY HAS NOT BEEN APPROVED BY THE BOARD OR A COMMITTEE OF THE BOARD AS OF JUNE 30, 2011. PART VI, LINES 15A AND 15B: CAMBRIDGE HEALTH ALLIANCE'S (CHA) COMPENSATION COMMITTEE IS THE AUTHORIZED BODY FOR REVIEWING THE PRESIDENT'S COMPENSATION. THE COMMITTEE RELIED UPON COMPARABILITY DATA OBTAINED BY AN INDEPENDENT CONSULTANT WHEN APPROVING THE CEO'S 2010 COMPENSATION AND DISCUSSED THEIR FINDNGS WITH THE ORGANIZATION'S BOARD AND DOCUMENTED THEIR DECISIONS IN THE BOARD MINUTES CHA'S COMPENSATION COMMITTEE IS THE "AUTHORIZED BODY" OF THE BOARD FOR REVIEWING COMPENSATION OF ALL OFFICERS AND KEY EMPLOYEES OF CHA AND ITS SUBSIDIARIES, INCLUDING THE ORGANIZATION. THE COMPENSATION COMMITTEE CONSISTS OF INDEPENDENT MEMBERS AND REVIEWS AND RECOMMENDS COMPENSATION BASED ON MARKET DATA AND BENCHMARKS PROVIDED BY INDEPENDENT CONSULTANTS. PART VI, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC EITHER BY MAIL OR IN PERSON AT THE ORGANIZATION'S OFFICE, DEPENDING ON THE FORM OF REQUEST. PART VII: THE FOLLOWING INDIVIDUALS WORK AN AVERAGE OF 50 HOURS PER WEEK AT CAMBRIDGE HEALTH ALLIANCE AND ITS RELATED ORGANIZATIONS, AND RECEIVE COMPENSATION FROM RELATED ORGANIZATIONS: DENNIS KEEFE PAUL ALLISON DAVID PORELL PART XI, LINE 5: CHANGE IN NET ASSETS OR FUND BALANCE - $2,024,385 INCLUDED: RESTRICTED FUND RECEIPTS - $176,852 RESTRICTED FUND RELEASED - ($126,697) RETAINED EARNINGS/FUND EQUITY - $1,974,230 Whidden Memorial Hospital 101 Station Landing 5th Floor Medford MA 02155 043561265 HOSPITAL MA 501(C)(3) 11A CPHC true Somerville Hospital 101 Station Landing 5th Floor Medford MA 02155 042103852 HOSPITAL MA 501(C)(3) 11A CPHC true Network Health Inc 101 Station Landing 5th Floor Medford MA 02155 043476565 Managed Care MA 501(C)(3) 11A CPHC true Institute for Community Health Inc 101 Station Landing 5th Floor Medford MA 02155 043543853 HLTH RESEARCH MA 501(C)(3) 9 CPHC true Alliance Foundation for Community Health 101 Station Landing 5th Floor Medford MA 02155 010676306 Foundation MA 501(C)(3) 11A CPHC true Cambridge Public Health Commission 101 Station Landing 5th Floor Medford MA 02155 043320571 Healthcare MA 115 N/A NA false Cambridge Energy Alliance 1385 Cambridge Street Cambridge MA 02139 260663000 Energy Effici MA 501(C)(3) 9 NA false false false true false false false false false false false false false false true true true false false SOMERVILLE HOSPITAL N 411351 COST NETWORK HEALTH INC N 117749 COST INSTITUTE FOR COMMUNITY HEALTH INC N 136718 COST