TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC (EIN 04-2674079)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201103199349305935
- Schema version
- 2010v3.4
- 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 | 2011-11-15T12:52:13-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE STE 2600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042674079 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH | BusinessNameLine1 |
| Business Name Line2 | MAINTENANCE ORGANIZATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TUFT | NameControl |
| Phone | 6179729400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | UMESH KURPAD | Name |
| Title | CFO | Title |
| Date Signed | 2011-11-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176817000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | James Roosevelt Jr | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Mount Auburn Street | AddressLine1 |
| City | Watertown | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2620301985 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.tuftshealthplan.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Tufts Associated Health Maintenance Organization, Inc. (TAHMO) sets the standard for outstanding quality health care, service and value. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 293 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -53118 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -53118 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2273692530 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2339347036 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10492310 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17958316 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -38882 | OtherRevenuePriorYear |
| Other Revenue Current Year | -53118 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2284145958 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2357252234 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 807521 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 731310 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 2051946266 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 2072669632 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14813234 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17929813 | 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 | 202775036 | OtherExpensePriorYear |
| Other Expenses Current Year | 227615093 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2270342057 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2318945848 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13803901 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 38306386 | RevenuesLessExpensesCY |
| Total Assets BOY | 801335751 | TotalAssetsBOY |
| Total Assets EOY | 869343231 | TotalAssetsEOY |
| Total Liabilities BOY | 284534641 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 317638988 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 516801110 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 551704243 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1174492371 | Expense |
| Grants | 0 | Grants |
| Revenue | 1246452309 | Revenue |
| Description | SEE SCHEDULE O. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 45913712 | Expense |
| Grants | 0 | Grants |
| Revenue | 41724639 | Revenue |
| Description | SEE SCHEDULE O. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1006184934 | Expense |
| Grants | 0 | Grants |
| Revenue | 1017370101 | Revenue |
| Description | SEE SCHEDULE O. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 29891724 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 731310 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 33799987 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2256482741 | TotalProgramServiceExpense |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 14617 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 293 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | UMESH KURPAD | NamePerson |
| Telephone Number | 6179729400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Peter Drotch | ||||||||
| Director | 5.0 | X | 33000 | 0 | 0 | |||
| David Green | ||||||||
| Director | 5.0 | X | 34000 | 2500 | 0 | |||
| Jackie Jenkins-Scott | ||||||||
| Director | 4.0 | X | 27000 | 1500 | 0 | |||
| James McNulty | ||||||||
| Director | 4.0 | X | 28500 | 0 | 0 | |||
| Thomas P O'Neill III | ||||||||
| Director | 3.0 | X | 26000 | 1500 | 0 | |||
| Davey Scoon | ||||||||
| Chairman of the Board | 9.0 | X | 82500 | 0 | 0 | |||
| Robert Spellman | ||||||||
| Director | 4.0 | X | 32000 | 0 | 0 | |||
| Gregory Tranter | ||||||||
| Director | 4.0 | X | 29500 | 0 | 0 | |||
| Susan Windham-Bannister PHD | ||||||||
| Director | 4.0 | X | 28500 | 0 | 0 | |||
| Elaine Ullian | ||||||||
| Director | 3.0 | X | 19500 | 0 | 0 | |||
| James Roosevelt | ||||||||
| President & CEO | 32.0 | X | 0 | 1293094 | 157461 | X | ||
| Paul Kasuba MD | ||||||||
| SVP and CMO | 43.0 | X | 17500 | 215574 | 25344 | X | ||
| Thomas Croswell | ||||||||
| Chief Operating Officer | 34.0 | 0 | 788836 | 35370 | X | |||
| Robert Egan | ||||||||
| SVP Mktg & Product Strategy | 37.0 | 0 | 594058 | 21772 | X | |||
| Patricia Trebino | ||||||||
| SVP of Operations & CIO | 32.0 | 0 | 567482 | 50321 | X | |||
| Lois Cornell | ||||||||
| SVP of HR and General Counsel | 33.0 | 0 | 556104 | 45942 | X | |||
| Brian Pagliaro | ||||||||
| SVP of Sales and Client Svcs | 24.0 | 0 | 556906 | 81229 | X | |||
| Umesh Kurpad | ||||||||
| SVP and CFO | 39.0 | 0 | 544126 | 120179 | X | |||
| Patricia Blake | ||||||||
| SVP Senior Products | 50.0 | 0 | 441827 | 53811 | X | |||
| Roland Price | ||||||||
| Treasurer | 34.0 | 0 | 227933 | 58977 | X | |||
| Tracey Carter | ||||||||
| VP and Chief Actuary | 38.0 | 0 | 372930 | 96872 | X | |||
| David Abelman | ||||||||
| VP and Deputy General Counsel | 14.0 | 0 | 398437 | 49079 | X | |||
| Aida Guida | ||||||||
| VP of Finance and Controller | 38.0 | 0 | 392182 | 39736 | X | |||
| Marc Spooner | ||||||||
| VP PROVIDER CONTRACTING | 38.0 | 0 | 391614 | 28703 | X | |||
| Lydia Greene | ||||||||
| VP HR and Diversity | 38.0 | 0 | 379859 | 31885 | X | |||
| Allen Hinkle | ||||||||
| SVP & Chief Medical Officer | 0 | 817092 | 49141 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 358000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 8543554 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 945822 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | Province Or StateAddressOfContractor/AddressForeign/ProvinceOrState | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|
| Keane Inc | ||||||||||
| 100 City Square | Boston | MA | 02129 | oustide labor | 6337450 | |||||
| Deloitte Consulting | ||||||||||
| 200 Berkeley Street | Boston | MA | 02116 | outside labor | 4941794 | |||||
| Ingenix Inc | ||||||||||
| 2771 Momentum Place | Chicago | IL | 60689 | consulting | 2580300 | |||||
| CGI Technologies Solutions | ||||||||||
| outside labor | 2535363 | 1130 SHERBROOKE STREET WEST 7TH FL | MONTREAL | QU | CA | H3A 2M8 | ||||
| DMW Worldwide LLC | ||||||||||
| 701 Lee Road Suite 103 | Chesterbrook | PA | 19087 | Promotional material | 2465239 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 129 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HMO | 524114 | 1246452309 | 1246452309 |
| Medicare | 524114 | 1017370101 | 1017370101 |
| POS/PPO | 524292 | 41724639 | 41724639 |
| Medicare Compliment | 524114 | 33093901 | 33093901 |
| All other program service revenue | 900099 | 706086 | 706086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2339347036 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22042185 | TotalRevenueColumn |
| Exclusion | $22,042,185 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -53118 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -53118 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -53118 | TotalRevenueColumn |
| Unrelated Business Revenue | -53118 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 258965882 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 263049751 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -4083869 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4083869 | TotalRevenueColumn |
| Exclusion | -$4,083,869 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2357252234 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2339347036 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -53118 | UnrelatedBusinessRevenue |
| Exclusion | $17,958,316 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 731310 | Total |
| Program Services | 731310 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2072669632 | Total |
| Program Services | 2072669632 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359600 | Total |
| Management And General | 359600 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13584906 | Total |
| Program Services | 13584906 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1174118 | Total |
| Program Services | 1174118 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2811189 | Total |
| Program Services | 2811189 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123122759 | Total |
| Program Services | 98498207 | ProgramServices |
| Management And General | 24624552 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 680856 | Total |
| Management And General | 680856 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201771 | Total |
| Management And General | 201771 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2109155 | Total |
| Management And General | 2109155 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31769297 | Total |
| Program Services | 25415438 | ProgramServices |
| Management And General | 6353859 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6593711 | Total |
| Management And General | 6593711 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182325 | Total |
| Management And General | 182325 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133799 | Total |
| Program Services | 133799 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2444784 | Total |
| Program Services | 1955827 | ProgramServices |
| Management And General | 488957 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251657 | Total |
| Management And General | 251657 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170858 | Total |
| Management And General | 170858 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 567827 | Total |
| Management And General | 567827 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13010917 | Total |
| Program Services | 10408734 | ProgramServices |
| Management And General | 2602183 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Charges to Affiliates | -7225141 | -5780113 | -1445028 |
| CONTRIBUTION TO FOUNDATION | 10000000 | 10000000 | |
| All other expenses | 43600518 | 34879694 | 8720824 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2318945848 | Total |
| Program Services | 2256482741 | ProgramServices |
| Management And General | 62463107 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65505229 | BOY |
| EOY | 31216720 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6008575 | BOY |
| EOY | 6191057 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 154215989 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 46735858 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108360708 | BOY |
| EOY | 107480131 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 594980597 | BOY |
| EOY | 694850743 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26480642 | BOY |
| EOY | 29604580 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 801335751 | BOY |
| EOY | 869343231 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43900260 | BOY |
| EOY | 50738503 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30608598 | BOY |
| EOY | 38359788 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210025783 | BOY |
| EOY | 228540697 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 284534641 | BOY |
| EOY | 317638988 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 516801110 | BOY |
| EOY | 551704243 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 516801110 | BOY |
| EOY | 551704243 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 801335751 | BOY |
| EOY | 869343231 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 38306386 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3403253 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14052397 | OtherCostOrOtherBasis |
| Book Value | 14052397 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 84535102 | OtherCostOrOtherBasis |
| Depreciation | 7110591 | Depreciation |
| Book Value | 77424511 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55628489 | OtherCostOrOtherBasis |
| Depreciation | 39625266 | Depreciation |
| Book Value | 16003223 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 107480131 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CLAIMS PAYABLE | $216,139,137 |
| DUE TO AFFILIATES | $12,401,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 228540697 | TotalOfAmounts |
| Total Revenue | 2357252234 | TotalRevenue |
| Total Expenses | 2318945848 | TotalExpenses |
| Excess Or Deficit For Year | 38306386 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 22996343 | NetUnrealizedGLOnInvestments |
| Other | -$26,399,598 | OtherAmount |
| Total Adjustments | -3403255 | TotalAdjustments |
| Excess Or Deficit Per FS | 34903131 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2378192540 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 22996343 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 22996343 | RevenueNotRptdF990 |
| Revenue Subtotal | 2355196197 | RevenueSubtotal |
| Investment Expenses Not Included | 2109155 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -53118 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2056037 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2357252234 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2316836693 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 2316836693 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2109155 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 2109155 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2318945848 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 FOOTNOTE | SCHEDULE D, PART X, LINE 2 | EFFECTIVE JANUARY 1, 2009, THE COMPANY ADOPTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FORMERLY FINANCIAL ACCOUNTING STANDARDS BOARD INTERPRETATION (FIN) 48), WHICH REQUIRES COMPANIES TO RECOGNIZE THE TAX BENEFITS OF UNCERTAIN TAX POSITIONS ONLY WHERE THE POSITION IS "MORE LIKELY THAN NOT" TO BE SUSTAINED ASSUMING EXAMINATION BY TAX AUTHORITIES. AS A RESULT OF THE ADOPTION, THE COMPANY DID NOT RECOGNIZE ANY INCREASE OR DECREASE IN THE LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE COMPANY RECOGNIZES INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. THE AMOUNTS FOR INTEREST, PENALTIES, AND ACCRUED INTEREST WERE IMMATERIAL FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009. |
| Reconciliation of change in net assets from 990 to financial statements | SCHEDULE D, PART XI, LINE 8 | Change in nonadmitted assets - ($26,452,716) Rental income not recorded on financial statements - $53,118 |
| Reconciliation of revenue per audited financial stmts with revenue per 990 | SCHEDULE D, PART XII, LINE 4B | RENTAL INCOME NOT RECORDED ON FINANCIAL STATEMENTS - ($53,118) |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (35 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Arthritis Foundation-Mass Chapter | |||||||
| 29 Crafts Street Suite 450 | Newton | MA | 02458 | 042113261 | 501( C)(3) | 50000 | Lifetime Achievement Award Dinner honoring Jim Roosevelt |
| Tufts University School of Medicine | |||||||
| 136 Harrison Avenue | Boston | MA | 02111 | 042103634 | 501( C)(3) | 30000 | Global and Community Health programs support |
| Massachusetts Women's Political Caucus | |||||||
| 11 Beacon Street | Boston | MA | 02108 | 042738443 | 501( C)(3) | 20000 | Annual Abigail Adams |
| Mount Auburn Hospital | |||||||
| 330 Mount Auburn Street | Cambridge | MA | 02138 | 042103606 | 501( C)(3) | 20000 | Annual Bridge to Healthcare Initiative |
| Tufts Health Care Institute | |||||||
| 136 Harrison Avenue | Boston | MA | 02111 | 043289926 | 501( C)(3) | 20000 | Residency Program |
| Tufts Health Care Institute | |||||||
| 136 Harrison Avenue | Boston | MA | 02111 | 043289926 | 501( C)(3) | 20000 | Strategic planning |
| Health Care for All | |||||||
| 30 Winter Street | Boston | MA | 02108 | 043071598 | 501( C)(3) | 15000 | HelpLine |
| Huntington Theatre Company | |||||||
| 264 Huntington Avenue | Boston | MA | 02115 | 222659560 | 501( C)(3) | 15000 | Annual Spotlight Spectacular! |
| The Schwartz CTR for Compassionate Healthcare | |||||||
| 205 Portland Street | Boston | MA | 02114 | 041564655 | 501( C)(3) | 15000 | Annual Dinner |
| Tufts Medical Center | |||||||
| 800 Washington Street | Boston | MA | 02111 | 043400617 | 501( C)(3) | 15000 | Annual Working Wonders |
| Environmental League of Massachusetts | |||||||
| 14 Beacon Street Suite 714 | Boston | MA | 02108 | 042760271 | 501( C)(3) | 12500 | Membership dues |
| Whittier Street Health Center | |||||||
| 1125 Tremont Street | Roxbury | MA | 02138 | 042619517 | 501( C)(3) | 12500 | Wellness Education Initiative and Clive Killingsworth Roast |
| Watertown-Belmont Chamber of Commerce | |||||||
| 182 Main Street | Watertown | MA | 02471 | 222140700 | 501( C)(6) | 11600 | Community support/local visibility |
| American Heart Association | |||||||
| 20 Speen Street | Framingham | MA | 01701 | 135613797 | 501( C)(3) | 10000 | Tufts 10K |
| Arsenal Center for the Arts | |||||||
| 321 Arsenal Street | Watertown | MA | 02472 | 043430963 | 501( C)(3) | 10000 | 2009 Chamber Music |
| Big Sister Association of Greater Boston | |||||||
| 161 Massachusetts Avenue | Boston | MA | 02115 | 042150651 | 501( C)(3) | 10000 | Annual Big in Boston |
| Catholic Charities | |||||||
| 75 Kneeland Street | Boston | MA | 02111 | 042534041 | 501( C)(3) | 10000 | Annual Spring Celebration |
| Fallon Clinic Foundation | |||||||
| 100 Front Street | Worcester | MA | 01608 | 222912515 | 501( C)(3) | 10000 | Health care access for seniors |
| Greater Boston Interfaith Organization | |||||||
| 594 Columbia Road Suite 203 | Dorchester | MA | 02125 | 043355553 | 501( C)(3) | 10000 | Massachusetts health care payment reform educational campaign |
| Hasbro Children's Hospital A Lifespan Ptr | |||||||
| 139 Point Street | Providence | MA | 02903 | 050468736 | 501( C)(3) | 10000 | The Game of Life Gala |
| Health Care for All | |||||||
| 30 Winter Street | Boston | MA | 02108 | 043071598 | 501( C)(3) | 10000 | Annual For the People Celebration of Health Care Leaders |
| March of Dimes Massachusetts Chapter | |||||||
| 114 Turnpike Road | Westboro | MA | 01581 | 131846366 | 501( C)(3) | 10000 | Annual Franklin Delano Roosevelt Humanitarian Award Gala |
| Massachusetts Women's Political Caucus | |||||||
| 11 Beacon Street | Boston | MA | 02108 | 042738443 | 501( C)(3) | 10000 | Annual Good Guys |
| MassINC | |||||||
| 18 Tremont Street | Boston | MA | 02108 | 043271457 | 501( C)(3) | 10000 | Annual Sponsorship Renewal; ad in CommonWealth |
| National Braille Press | |||||||
| 88 St Stephen Street | Boston | MA | 02115 | 042104740 | 501( C)(3) | 10000 | A Million Laughs for Literacy Gala |
| Partners In Health (LSO) | |||||||
| 888 Commonwealth Avenue | Boston | MA | 02215 | 043567502 | 501( C)(3) | 10000 | Symphonic Relief for Haiti |
| Perkins School for the Blind | |||||||
| 175 North Beacon Street | Watertown | MA | 02472 | 042103616 | 501( C)(3) | 10000 | Annual Perkins Possibility Gala |
| The Dimock Center | |||||||
| 55 Dimock Street | Roxbury | MA | 02119 | 043487827 | 501( C)(3) | 10000 | Annual Steppin' Out |
| The Patrick-Murray Inauguration Committee Inc | |||||||
| 56 Roland Street Suite 206 | Boston | MA | 02129 | 205965004 | 501(c)(4) | 10000 | Gov. Patrick's inauguration on 1/6/11 |
| Visiting Nurse Association of Boston | |||||||
| 500 Rutherford Avenue Suite 101 | Charlestown | MA | 02129 | 042880614 | 501( C)(3) | 10000 | Annual Heroes in Home Healthcare Gala |
| YMCA Achievers | |||||||
| 316 Huntington Avenue | Boston | MA | 02115 | 042103551 | 501( C)(3) | 10000 | Annual Gala |
| Harvard University-EMHI | |||||||
| 12 Holyoke Street | Cambridge | MA | 02138 | 042103580 | 501( C)(3) | 8000 | Interfaculty Program for Health Systems Improvement |
| Boston Symphony Orchestra | |||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | 042103550 | 501( C)(3) | 7000 | Presidents at Pops |
| Boston Symphony Orchestra | |||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | 042103550 | 501( C)(3) | 7000 | A Company Christmas at Pops |
| UMass Memorial Foundation | |||||||
| 333 South Street | Shrewsbury | MA | 01545 | 043108190 | 501( C)(3) | 6250 | Winter Ball and Auction |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 30 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Organization's Procedures for Monitoring the Use of Grants | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | THE ORGANIZATION CONTRIBUTES TO WELL ESTABLISHED, NON-PROFIT ORGANIZATIONS THAT HAVE ESTABLISHED POLICIES AND PROCEDURES FOR MONITORING THE USE OF FUNDS. THE ORGANIZATION ONLY CONTRIBUTES TO TAX-EXEMPT ORGANIZATIONS UNDER 501(C) AND CERTAIN GOVERNMENTAL UNITS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | true | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | true | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| James Roosevelt | |||||||||||||
| 0 | 708581 | 0 | 462703 | 0 | 121810 | 0 | 142626 | 0 | 14835 | 0 | 1450555 | 0 | 0 |
| Allen Hinkle | |||||||||||||
| 0 | 0 | 0 | 186231 | 0 | 630861 | 0 | 39300 | 0 | 9841 | 0 | 866233 | 0 | 0 |
| Thomas Croswell | |||||||||||||
| 0 | 494000 | 0 | 258066 | 0 | 36770 | 0 | 28950 | 0 | 6420 | 0 | 824206 | 0 | 0 |
| Robert Egan | |||||||||||||
| 0 | 275018 | 0 | 125711 | 0 | 193329 | 0 | 19900 | 0 | 1872 | 0 | 615830 | 0 | 0 |
| Patricia Trebino | |||||||||||||
| 0 | 357361 | 0 | 163350 | 0 | 46771 | 0 | 38998 | 0 | 11323 | 0 | 617803 | 0 | 0 |
| Lois Cornell | |||||||||||||
| 0 | 349142 | 0 | 159593 | 0 | 47369 | 0 | 28950 | 0 | 16992 | 0 | 602046 | 0 | 0 |
| Brian Pagliaro | |||||||||||||
| 0 | 290082 | 0 | 132597 | 0 | 134227 | 0 | 65073 | 0 | 16156 | 0 | 638135 | 0 | 0 |
| Umesh Kurpad | |||||||||||||
| 0 | 375000 | 0 | 171413 | 0 | -2287 | 0 | 103824 | 0 | 16355 | 0 | 664305 | 0 | 0 |
| Patricia Blake | |||||||||||||
| 0 | 290250 | 0 | 118458 | 0 | 33119 | 0 | 39745 | 0 | 14066 | 0 | 495638 | 0 | 0 |
| Paul Kasuba MD | |||||||||||||
| 17500 | 157385 | 0 | 60000 | 0 | -1811 | 0 | 17226 | 0 | 8118 | 17500 | 240918 | 0 | 0 |
| Roland Price | |||||||||||||
| 0 | 182972 | 0 | 37807 | 0 | 7154 | 0 | 48712 | 0 | 10265 | 0 | 286910 | 0 | 0 |
| Tracey Carter | |||||||||||||
| 0 | 273077 | 0 | 95175 | 0 | 4678 | 0 | 80758 | 0 | 16114 | 0 | 469802 | 0 | 0 |
| David Abelman | |||||||||||||
| 0 | 270300 | 0 | 97078 | 0 | 31059 | 0 | 32356 | 0 | 16723 | 0 | 447516 | 0 | 0 |
| Aida Guida | |||||||||||||
| 0 | 265748 | 0 | 95443 | 0 | 30991 | 0 | 28950 | 0 | 10786 | 0 | 431918 | 0 | 0 |
| Marc Spooner | |||||||||||||
| 0 | 231002 | 0 | 82964 | 0 | 77648 | 0 | 14840 | 0 | 13863 | 0 | 420317 | 0 | 0 |
| Lydia Greene | |||||||||||||
| 0 | 232200 | 0 | 83754 | 0 | 63905 | 0 | 15290 | 0 | 16595 | 0 | 411744 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINE 4A | ALLEN HINKLE RECEIVED A SEVERANCE PAYMENT OF $422,419. |
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINE 4B | THE RELATED ORGANIZATION MAINTAINS AN EXECUTIVE SAVINGS PLAN (ESP) FOR ITS SENIOR MANAGERS WITH THE TITLE DIRECTOR AND ABOVE. THE NUMBERS LISTED ON SCHEDULE J, PART II, COLUMN C, REFLECT BOTH THE EMPLOYEE DEFERRALS AS WELL AS THE EMPLOYER CONTRIBUTIONS TO THE ESP. |
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINES 6A & 6B | THE LISTED EMPLOYEES ON PART VII OF THE FORM 990, OF TUFTS HEALTH PLANS, INC. PARTICIPATE IN AN EXECUTIVE INCENTIVE PLAN THAT IS BASED ON THE OVERALL ANNUAL SUCCESS OF THE ORGANIZATION. THE ORGANIZATION'S GOALS ARE ESTABLISHED EARLY IN THE YEAR AND APPROVED BY ITS INDEPENDENT BOARD OF DIRECTORS. ONE OF THE COMPONENTS OF THE PLAN IS BASED ON MEETING TARGETED NET EARNINGS. IN 2010, THIS COMPONENT AMOUNTED TO 25% OF TARGETED BONUS COMPENSATION. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JAMES ROOSEVELT | |||
| Director | 1549910 | SEE SCHEDULE L, PART V | false |
| JACKIE JENKINS-SCOTT | |||
| Director | 171459 | SEE SCHEDULE L, PART V | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | James Roosevelt, President & CEO and Director, is also a Director of Alere, Inc. Payments were made to Alere, Inc. for services provided to TAHMO. Mr. Roosevelt did not receive any portion of these payments. JACKIE JENKINS-SCOTT, MS. JENKINS-SCOTT, DIRECTOR, IS ALSO A DIRECTOR OF CENTURY BANK & TRUST. PAYMENTS WERE MADE TO CENTURY BANK & TRUST FOR SERVICES PROVIDED TO TAHMO. MS. JENKINS-SCOTT DID NOT RECEIVE ANY PORTION OF THESE PAYMENTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION STATEMENT | FORM 990, PART III, LINE 1 | Tufts Associated Health Maintenance Organization, Inc. (TAHMO) sets the standard for outstanding quality health care, service and value. TAHMO is responsible for arranging the delivery of comprehensive preventive and therapeutic health care services to subscribing individuals in return for a fixed monthly payment. Services are provided through a contracted network of independent provider groups and hospitals within the service area. TAHMO products are available to all size employer groups, including a merged small group and individual market, and are based on a general community rating methodology. TAHMO also offers products to individuals who are Medicare eligible. TAHMO provides a broad range of programs designed to educate its members in health maintenance and disease prevention. TAHMO is dedicated to offering a variety of quality, innovative health coverage options at the lowest cost, and to improving access to affordable health care by developing and employing strategies that improve the allocation of health care resources. In addition to providing these services to its members, TAHMO is dedicated to providing and funding health programs that benefit the community TAHMO serves. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A HMO TAHMO'S MAIN PRODUCT IS ITS COMMERCIAL HMO. IN 2010, THE HMO PROVIDED AFFORDABLE HEALTH COVERAGE TO APPROXIMATELY 261,000 MEMBERS. TAHMO STRIVES TO PROVIDE HMO COVERAGE THAT IS AFFORDABLE, AND PROVIDES ACCESS TO TOP QUALITY HEALTH CARE SERVICES. TAHMO ALSO PROVIDES PROGRAMS THAT TARGET THE IMPROVEMENT OF THE HEALTH OF ITS MEMBERS, AS WELL AS THE COMMUNITY AT LARGE. QUALITY: IN 2010, TAHMO WAS RECOGNIZED BY THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) AS RANKING SECOND AMONG 300 PLANS REVIEWED NATIONALLY FOR ITS EXCELLENCE IN PROVIDING INNOVATIVE, HIGH-QUALITY HEALTH CARE COVERAGE TO ITS HMO AND POS MEMBERS. TAHMO HAS ATTAINED NCQA'S HIGHEST RATING SINCE 1996. TAHMO HAS ALSO IMPLEMENTED PROGRAMS WITH PROVIDERS THAT FOCUS ON THE QUALITY OF HEALTH CARE SERVICES PROVIDED AND, IN SOME INSTANCES, WHICH TAILOR REIMBURSEMENT FOR SERVICES BASED IN PART ON QUALITY STANDARDS. TAHMO PROVIDES SPECIALTY CASE MANAGEMENT SERVICES FOR ITS MEMBERS WITH COMPLEX MEDICAL, MENTAL HEALTH AND SUBSTANCE ABUSE CONDITIONS. TAHMO MEMBERS RECEIVE TARGETED HEALTH REMINDER MAILINGS TO ENCOURAGE PREVENTIVE HEALTH CARE, SUCH AS FOR FLU VACCINES, PNEUMOVAX VACCINES AND MAMMOGRAPHY. TAHMO'S CASE MANAGERS ASSIST MEMBERS WHO ARE ILL OR DISABLED IN NAVIGATING THE HEALTH CARE SYSTEM AND PROVIDE REFERRALS TO COMMUNITY RESOURCES. TAHMO ALSO PUBLISHES WELL! MAGAZINE THREE TIMES A YEAR. THE MAGAZINE IS AN EDUCATIONAL RESOURCE ON TOPICS PERTAINING TO ACCESS TO CARE, PREVENTIVE CARE, HEALTH INFORMATION AND HEALTH CARE REMINDERS. IT ALSO PROVIDES INFORMATION FOR MEMBERS ON HOW TO GET THE MOST OF TUFTS HEALTH PLAN'S BENEFITS. WELL IS MAILED TO MEMBERS' HOMES AND IS AVAILABLE TO THE PUBLIC ON THE TUFTS HEALTH PLAN WEBSITE. ACCESS: TAHMO'S MEMBERS HAVE ACCESS TO MORE THAN 90 HOSPITALS AND 24,000 PRIMARY CARE PHYSICIANS AND SPECIALISTS, AND OTHER HEALTH CARE PROFESSIONALS, AS WELL AS DISEASE MANAGEMENT PROGRAMS, PREVENTION AND WELLNESS PROGRAMS. AFFORDABILITY: TAHMO'S GOAL IS TO PROVIDE THE HIGHEST QUALITY HEALTH CARE SERVICES AT THE LOWEST COST TO AS MANY MASSACHUSETTS AND RHODE ISLAND RESIDENTS AS POSSIBLE. UNDER THE DIRECTION OF ITS CHIEF MEDICAL DIRECTOR, TAHMO HAS DESIGNED HEALTH MANAGEMENT PROGRAMS TO SIMULTANEOUSLY LOWER MEDICAL COSTS AND IMPROVE QUALITY AND OUTCOMES. BY LOWERING MEDICAL COSTS, TAHMO IS ABLE TO OFFER COMPETITIVE PREMIUM RATES AND PROVIDE COVERAGE TO MORE PEOPLE. TAHMO MEMBERS RECEIVE DISCOUNTS ON A VARIETY OF SERVICES TO MAINTAIN A HEALTHY LIFESTYLE, AND ONLINE TOOLS TO MAXIMIZE BENEFITS OFFERED AND TO MAKE INFORMED HEALTH CARE DECISIONS. EXAMPLES INCLUDE DISCOUNTS ON MEMBERSHIPS IN PARTICIPATING FITNESS CLUBS, NUTRITIONAL COUNSELING VISITS, WEIGHT WATCHERS PROGRAMS, AND DISCOUNTED MEMBERSHIP IN THE APPALACHIAN MOUNTAIN CLUB - A NONPROFIT ORGANIZATION THAT ENCOURAGES OUTDOOR PHYSICAL ACTIVITY. RECOGNIZING THAT STRESS IS A UNIQUE CONTRIBUTOR TO POOR HEALTH, TAHMO ALSO PROVIDES DISCOUNTS TO MEMBERS FOR MASSAGE THERAPY, ACUPUNCTURE, AND OTHER SERVICES AND PRODUCTS RELATED TO STRESS RELIEF. TAHMO IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITY AS WELL AS THAT OF ITS MEMBERS. THE ORGANIZATION TAKES THIS COMMITMENT SERIOUSLY AND HAS A DEDICATED COMMUNITY PARTNERSHIP PROGRAM THAT PROVIDES IN-KIND AND FINANCIAL SUPPORT TO NOT-FOR-PROFIT PROGRAMS THROUGHOUT MASSACHUSETTS. SUPPORT IS BROAD BASED AND REFLECTS DIVERSE SPONSORSHIP OF ORGANIZATIONS THAT PROMOTE IMPROVED COMMUNITY HEALTH. SOME EXAMPLES OF PHILANTHROPY INCLUDE FUNDING TO HEALTH CARE FOR ALL AND THE AMERICAN HEART ASSOCIATION. THE FOUNDATION WAS ESTABLISHED BY TAHMO IN 2007 TO SUPPORT TAHMO'S MISSION BY PROMOTING HEALTHY LIFESTYLES AND THE DELIVERY OF QUALITY CARE IN THE COMMUNITIES THAT TAHMO SERVES. IN 2010 THE TUFTS HEALTH PLAN FOUNDATION CONTINUED ITS COMMITMENT TO THE COMMUNITY THROUGH GRANTMAKING AND PROGRAM BUILDING. THE FOUNDATION COMPLETED THE SECOND YEAR OF ITS STRATEGY TO PROMOTE HEALTHY AGING -- IMPROVING THE LIVES OF OLDER ADULTS AGE 60 AND OVER. IN 2010 THE FOUNDATION AWARDED $2.3 MILLION IN GRANTS IN THE HEALTHY AGING FOCUS AREAS OF CAREGIVER SUPPORT, FALL PREVENTION, INTERGENERATIONAL COLLABORATION AND VIBRANT LIFESTYLES. SUMMARY: IN SUMMARY, TAHMO IS DEDICATED TO OFFERING A VARIETY OF QUALITY, INNOVATIVE HEALTH COVERAGE OPTIONS AT THE LOWEST COST, AND TO IMPROVING ACCESS TO AFFORDABLE HEALTH CARE BY DEVELOPING AND EMPLOYING STRATEGIES THAT IMPROVE THE ALLOCATION OF HEALTH CARE RESOURCES. IN ADDITION TO PROVIDING THESE SERVICES TO ITS MEMBERS, TAHMO IS DEDICATED TO PROVIDING AND FUNDING HEALTH PROGRAMS THAT BENEFIT THE COMMUNITY TAHMO SERVES. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4B POS/PPO TAHMO ALSO OFFERS POS AND PPO HEALTH COVERAGE OPTIONS. IN 2010, TAHMO'S POS AND PPO PLANS PROVIDED HEALTH COVERAGE TO APPROXIMATELY 7,000 MEMBERS. IN A POS PLAN, A MEMBER MAY CHOOSE FROM TWO COVERAGE LEVELS - AUTHORIZED OR UNAUTHORIZED. THE AUTHORIZED LEVEL HAS THE SAME FEATURES AS AN HMO WITH A PRIMARY CARE PHYSICIAN (PCP) PROVIDING OR ARRANGING THE MEMBER'S CARE WITHIN THE NETWORK. MEMBERS CAN ALSO SELECT THEIR OWN SPECIALIST OR HOSPITAL THROUGH SELF REFERRAL AND BE COVERED AT THE UNAUTHORIZED LEVEL SUBJECT TO A DEDUCTIBLE AND COINSURANCE. IN A PPO PLAN, MEMBERS ARE NOT REQUIRED TO SELECT A PCP. MEMBERS CAN RECEIVE CARE FROM ANY PROVIDER WITHIN THE TUFTS HEALTH PLAN NETWORK AND PAY ONLY A COPAYMENT. MEMBERS CAN ALSO SEE ANY PROVIDER OUTSIDE OF THE NETWORK WITHOUT A REFERRAL, ALTHOUGH THEY WILL PAY A DEDUCTIBLE AND COINSURANCE FOR COVERED INPATIENT AND OUTPATIENT SERVICES. MEDICAL COSTS FOR POS AND PPO MEMBERS ARE TYPICALLY HIGHER THAN HMO MEMBERS, BUT SOME PREFER THESE OPTIONS BECAUSE THEY OFFER FLEXIBILITY REGARDING PROVIDER SELECTION. TO BE COMPETITIVE IN THE MARKETPLACE, TAHMO NEEDS TO OFFER A BROAD PORTFOLIO OF PRODUCTS. ITS POS AND PPO HEALTH CARE COVERAGE OPTIONS ARE SIMILAR TO OPTIONS CUSTOMARILY PROVIDED BY OTHER HMO'S. TAHMO PROVIDES MEDICAL MANAGEMENT PROGRAMS FOR THESE PRODUCTS THAT ARE SIMILAR TO THOSE PROVIDED TO ITS HMO MEMBERS. AS A RESULT, THESE PRODUCTS ARE SIGNIFICANTLY IMPORTANT TO TAHMO AND THESE REVENUES ARE EXEMPT FUNCTION INCOME. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4C | MEDICARE ADVANTAGE TAHMO ALSO OFFERS PRODUCTS TO MEDICARE ELIGIBLE ENROLLEES. IN 2010, TUFTS HEALTH PLAN MEDICARE PREFERRED (TUFTS MEDICARE PREFERRED) PROVIDED AFFORDABLE HEALTH COVERAGE TO APPROXIMATELY 91,000 MEMBERS IN MASSACHUSETTS. TUFTS MEDICARE PREFERRED STRIVES TO PROVIDE COVERAGE OPTIONS THAT ARE AFFORDABLE AND PROVIDE ACCESS TO TOP QUALITY HEALTH CARE SERVICES FOR SENIORS. TUFTS MEDICARE PREFERRED ALSO OFFERS PROGRAMS THAT TARGET THE IMPROVEMENT OF THE HEALTH OF ITS MEMBERS, AS WELL AS THE COMMUNITY AT LARGE. IN 2010, TAHMO WAS RECOGNIZED BY NCQA AS RANKING SEVENTH IN THE NATION FOR ITS MEDICARE ADVANTAGE PROGRAM. OUR HIGH RANKING RECOGNIZES TUFTS MEDICARE PREFERRED'S EXCEPTIONAL PERFORMANCE IN CLINICAL QUALITY, MEMBER SATISFACTION, AND OVERALL QUALITY MANAGEMENT. WITHIN THE MASSACHUSETTS MEDICARE ADVANTAGE MARKET, TUFTS MEDICARE PREFERRED IS THE MARKET LEADER WITH 47% MARKET SHARE - COVERING MORE INDIVIDUALS THROUGH MEDICARE ADVANTAGE PRODUCTS THAN ANY OTHER CARRIER. TUFTS MEDICARE PREFERRED ALSO PUBLISHES WELL! MAGAZINE FOR ITS MEDICARE POPULATION THREE TIMES A YEAR. THE MAGAZINE IS AN EDUCATIONAL RESOURCE ON TOPICS PERTAINING TO SAFETY, ACCESS TO CARE, PREVENTIVE CARE, HEALTH INFORMATION AND HEALTH CARE REMINDERS, TARGETED TO ITS SPECIFIC POPULATION. IT ALSO PROVIDES INFORMATION FOR MEMBERS ON HOW TO GET THE MOST OF TUFTS HEALTH PLAN'S BENEFITS. WELL IS MAILED TO MEMBERS' HOMES AND IS AVAILABLE TO THE PUBLIC ON THE TUFTS MEDICARE PREFERRED WEBSITE. Description of Relationships Form 990, Part VI, Question 2 THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS ASSOCIATED HEALTH PLAN, INC.: DAVEY SCOON JAMES ROOSEVELT PAUL KASUBA THOMAS CROSWELL ROBERT EGAN PATRICIA TREBINO LOIS CORNELL BRIAN PAGLIARO UMESH KURPAD ROLAND PRICE PATRICIA BLAKE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS HEALTH PLAN FOUNDATION, INC: DAVID GREEN JACKIE JENKINS-SCOTT THOMAS P. O'NEILL, III JAMES ROOSEVELT LOIS CORNELL ROLAND PRICE Description of Management Arrangement Form 990, Part VI, Question 3 TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. IS MANAGED BY TUFTS ASSOCIATED HEALTH PLAN, INC., ITS WHOLLY OWNED SUBSIDIARY. |
| Describe the Process used by Management &/or Governing Body to Review 990 | Form 990, Part VI, Question 11B | The Form 990 is prepared in our finance department, with assistance from our external accountants, Ernst & Young. This preparation began in May 2011. Some information is provided by our inside legal counsel, who also reviews sections of the form. Certain sections of the form are reviewed by a number of senior managers; our chief financial officer reviews the form in its entirety. Once the form is complete, in November 2011, it is forwarded on to our board of directors and it is then submitted for filing. |
| Description of Process to Monitor Transactions for Conflicts of Interest | Form 990, Part VI, Question 12c | THE TUFTS HEALTH PLAN CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND REVISED AS NEEDED. THE POLICY REQUIRES MANAGERS WHO OVERSEE OUTSIDE RELATIONSHIPS, AS WELL AS ALL DIRECTORS, AVPS, VPS AND SVPS, AND THE PRESIDENT AND CEO, TO ATTEST ANNUALLY THAT THEY WILL ABIDE BY THE POLICY. IT ALSO REQUIRES THEM TO SUBMIT AN ANNUAL DISCLOSURE STATEMENT TO THE COMPLIANCE & PRIVACY OFFICER, LISTING ANY OUTSIDE RELATIONSHIPS, INCLUDING FINANCIAL AND/OR BOARD RELATIONSHIPS, THAT THEY OR A FAMILY MEMBER HAVE WITH THP'S SUPPLIERS, PURCHASERS, PROVIDERS AND/OR COMPETITORS. THERE IS A PROTOCOL TO REVIEW ANY DISCLOSURE THAT MIGHT BE A POTENTIAL CONFLICT OF INTEREST. ALSO, ALL EMPLOYEES ARE REQUIRED TO REPORT THE OFFER BY AN OUTSIDE ENTITY OF ANY GIFTS, HONORARIA OR COVERAGE OF BUSINESS EXPENSES TO THE COMPLIANCE & PRIVACY OFFICER AND A SENIOR LEADER. BOTH MUST APPROVE BEFORE ACCEPTANCE IS ALLOWED. THE LEVELS OF REVIEW ARE: FOR BOARD MEMBERS, THE BOARD CHAIR, PRESIDENT & CEO, AND BOARD AUDIT & COMPLIANCE COMMITTEE CHAIR - ONCE DISCLOSURES ARE REVIEWED AND APPROVED, THEY ARE COMMUNICATED TO THE GOVERNANCE MANAGER AND TO THE COMPLIANCE AND PRIVACY OFFICER. FOR TUFTS HEALTH PLAN MANAGEMENT, THE COMPLIANCE AND PRIVACY OFFICER, SENIOR COMPLIANCE OFFICER, AND GENERAL COUNSEL. DISCLOSURES THAT NEED FURTHER REVIEW ARE BROUGHT TO THE BOARD AUDIT & COMPLIANCE COMMITTEE CHAIR. IF A CONFLICT OF INTEREST DOES EXIST, A TRANSACTION WITH THE ENTITY WITH WHICH THERE IS A CONFLICT MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2. THE PERSON WITH THE CONFLICT OF INTEREST MAY PRESENT INFORMATION, BUT THEN SHALL BE EXCUSED FROM FURTHER DISCUSSION AND FROM THE DECISION REGARDING APPROVING SUCH TRANSACTION; 3. IF PRACTICAL, A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE BOARD (OR A DULY CONSTITUTED COMMITTEE THEREOF OR BOARD APPOINTEE) OR THE COMPLIANCE OFFICER HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. ALL NEW HIRES, AND ALL EMPLOYEES ON AN ANNUAL BASIS, COMPLETE COMPLIANCE TRAINING THAT ADDRESSES CONFLICT OF INTEREST AND REQUIRES THE EMPLOYEE TO ATTEST THAT THEY DO NOT HAVE ANY POTENTIAL CONFLICTING RELATIONSHIPS THAT THEY HAVE NOT DISCLOSED TO THE PROPER LEVEL OF MANAGEMENT AND TO THE COMPLIANCE & PRIVACY OFFICER. |
| Offices & Positions for Which Process was Used, & Year Process was Begun | Form 990, Part VI, Questions 15a & 15b | The Compensation Committee (the "Committee") of the Board of Directors (the "Board") of Tufts Associated Health Maintenance Organization (Tufts or the "Company") reviews and adminnisters total remuneration opportunities, policies, programs, and major changes in Tufts benefit plans that are applicable to the officers and executives of the company (The "Executives" - these include the CEO, COO, and all senior vice Presidents), as well as to any other individual or groups the Committee deems appropriate based on its interpretation of the definition of "Disqualified Persons" in Section 4958 of the Internal Revenue Code of 1986. The Committee is comprised of independent directors of the Company. The Committee reports to the full Board of Directors. For CEO compensation, the Committee reviews the information described below and recommends the CEOs compensation to the full board for its approval. The Committee reviews and approves compensation recommendations from the CEO for other executives, and provides a report to the full Board on this information. It is the Boards intention that the Committee will perform its duties in a manner that will establish a presumption that the total remuneration offered to Executives and other "Disqualified Persons" are reasonable. Comparability Data and Reasonableness The total compensation opportunities provided to Executives of the Company are intended to be competitive with, and in reasonable comparison to, those opportunities provided by organizations in those business sectors with which the Company competes for executive talent. The Board believes that such competitors are not limited to other healthcare institutions and that comparisons should be made to the compensation practices of a cross-section of business sectors in both for-profit and not-for-profit organizations, when appropriate. The Committee retains independent compensation consultants to provide data as necessary, and also uses available sources of independent data on compensation. Peer organizations and published survey sources will be approved by the Committee based on its reasonable determination. The Committee may also rely on members of management and outside advisors, consultants, and counsel to provide market data reports, analysis, and opinions with respect to compensation-related matters. The data reviewed consists of comparable, relevant market data for the Companys positions from published surveys, and other available sources, of health and managed care institutions and the general industry. Other surveys of specialized skill sets or employee attributes critical to the success of the Company, e.g., actuarial, legal, etc., are also incorporated as needed, along with geographic references to the Boston and New England labor markets. The Committee will rely on this market data to assess, determine, and validate compensation levels for the Companys Executives. The Committee uses this data in its review of: - Setting base salaries in light of market data and the individuals performance, background, experiences, and personal skills. Base salary will be set so that the targeted positioning of an executive is at the 50th percentile for each position. Actual base salary may vary based on skills, background, and experience. - Annual incentive compensation the Companys goal is to provide competitive and reasonable opportunities under the terms of an executive annual incentive plan for the selected positions which are responsible for achieving performance goals that reflect the overall mission of the Company, the strategic direction of the Company for the performance year, and the individuals performance during that year. The Committee makes every effort to establish a presumption that the total remuneration opportunities provided to Executives are reasonable; as such presumption is contemplated in Section 4958 of the Internal Revenue Code of 1986, as amended from time to time. In establishing the presumption of reasonableness, the Committee may engage the professional services of independent legal counsel, compensation experts, accountants, and other experts and advisors. Timing Executive benchmarking is completed on an annual basis. Benchmarking is completed by the external consultant engaged by the Compensation Committee every two years, and by the internal Compensation team on alternating years. The analysis completed in Q4, 2010 was completed by the internal Compensation team. To complete the analysis, the internal Compensation team: collected relevant information regarding the Companys operations, complexity, structure, size, and scope, as well as relevant background on the executives duties and scope of responsibilities; determined the survey sources to use in the analysis, based on the Companys competitive market for executive positions (as described above); matched the Companys executive positions in the surveys based on the Companys size complexity, and scope, as well as according to specific position responsibilities and reporting relationships; validated the survey sources and market matches to ensure consistency with those used by the external consultant in the prior years analysis; reviewed, compiled, and summarized the data in report form. A report summarizing the results of the analysis was presented to the Compensation Committee for discussion and deliberation. Documentation A summary of the discussions and deliberations of the Committee are documented in the meeting minutes, which are reviewed and approved by the Committee. Copies of all meeting materials distributed prior to and during the meeting are maintained in the corporate records along with meeting minutes. |
| Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public | Form 990, Part VI, Question 19 | OUR GOVERNING DOCUMENTS ARE PUBLICLY FILED AND AVAILABLE UPON REQUEST. OUR CONFLICTS OF INTEREST POLICY IS ALSO AVAILABLE UPON REQUEST. OUR ANNUAL FINANCIAL REPORT AND QUARTERLY FINANCIAL UPDATES ARE POSTED ON OUR PUBLIC WEBSITE AND ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. |
| HOURS WORKED FOR RELATED ORGANIZATIONS | FORM 990, PART VII, SECTION A, COLUMN B | HOURS LISTED BELOW ARE FOR TUFTS ASSOCIATED HEALTH PLANS, INC. (TAHP), TUFTS BENEFIT ADMINISTRATORS, INC. (TBA), TOTAL HEALTH PLAN, INC. (THP), AND TUFTS HEALTH PLAN FOUNDATION, INC. (THPF). DAVID GREEN: 1 HOUR WITH THPF. JACKIE JENKINS-SCOTT: 1 HOUR WITH THPF. THOMAS P. O'NEILL, III: 1 HOUR WITH THPF. JAMES ROOSEVELT: 5 HOURS WITH TAHP, 8 HOURS WITH TBA, 3 HOURS WITH THP AND 2 HOURS WITH THPF. PAUL KASUBA: 3 HOURS WITH TAHP AND 4 HOURS WITH TBA. THOMAS CROSWELL: 3 HOURS WITH TAHP, 5 HOURS WITH TBA, AND 8 HOURS WITH THP. ROBERT EGAN: 5 HOURS WITH TAHP, 5 HOURS WITH TBA AND 3 HOURS WITH THP. PATRICIA TREBINO: 10 HOURS WITH TBA, AND 8 HOURS WITH THP. LOIS CORNELL: 5 HOURS WITH TAHP, 8 HOURS WITH TBA, 3 HOURS WITH THP AND 1 HOUR WITH THPF. BRIAN PAGLIARO: 13 HOURS WITH TBA AND 13 HOURS WITH THP. UMESH KURPAD: 3 HOURS WITH TAHP, 3 HOURS WITH THP AND 5 HOURS WITH TBA. ROLAND PRICE: 5 HOURS WITH TAHP, 3 HOURS WITH TBA, 3 HOURS WITH THP AND 5 HOURS WITH THPF. TRACEY CARTER: 7 HOURS WITH TBA AND 5 HOURS WITH THP. DAVE ABELMAN: 17 HOURS WITH TAHP, 3 HOURS WITH TBA, 3 HOURS WITH THP, AND 13 HOURS WITH THPF. AIDA GUIDA: 7 HOURS WITH TBA AND 5 HOURS WITH THP. MARC SPOONER: 7 HOURS WITH TBA AND 5 HOURS WITH THP. LYDIA GREENE: 7 HOURS WITH TBA AND 5 HOURS WITH THP. TUFTS HEALTH PLANS IS A FAMILY OF COMPANIES. THE EXECUTIVES ARE EMPLOYED BY TUFTS ASSOCIATED HEALTH PLANS, INC. (TAHP). PART VII OF THE FORM 990 SHOWS THE NUMBER OF HOURS ALLOCATED TO THE ORGANIZATION (TAHMO) FOR EACH EXECUTIVE BASED ON A 50 HOUR WORK WEEK, RATHER THAN ACTUAL HOURS WORKED WHICH IS HIGHER. THE REMAINDER OF THE 50 HOURS ARE ALLOCATED TO OTHER ORGANIZATIONS WITHIN THE FAMILY OF COMPANIES. THE PURPOSE OF THIS ALLOCATION IS TO ALLOW FOR AN ALLOCATION OF EXPENSES BASED ON PERCENTAGE OF TIME ATTRIBUTED TO EACH ORGANIZATION. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 5 | Change in nonadmitted assets - $(26,452,716) Rental income not recorded on financial statements - $53,118 Change in net unrealized capital gains - $22,996,343 Rounding - $2 Total - $(3,403,253) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAISER PERMANENTE VENTURES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 KAISER PLAZA 15L | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273339892 | EIN |
| Primary Activities | SUPPORT | PrimaryActivities |
| Legal Domicile State | DE | LegalDomicileState |
| Total Income | -377918 | TotalIncome |
| EOY Assets | 5381110 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS HEALTH PLAN FOUNDATION INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261374263 | EIN |
| Primary Activities | GRANT MAKING | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 11 TYPE I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TUFTS ASSOCIATED HEALTH PLANS INC | |||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 042985923 | MANAGEMENT SVCS | DE | TAHMO | C CORP | 210794780 | 134831296 | 1.00000 |
| TUFTS INSURANCE COMPANY | |||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 043319729 | INSURANCE | MA | TAHP | C CORP | 138999971 | 61163042 | 1.00000 |
| TUFTS BENEFIT ADMINISTRATORS INC | |||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 043270923 | TPA | MA | TAHP | C CORP | 50379978 | 39315992 | 1.00000 |
| TOTAL HEALTH PLAN INC | |||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 042918943 | TPA | MA | TAHP | C CORP | 34601324 | 20286091 | 1.00000 |
| TAHP BROKERAGE CORPORATION | |||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 043072692 | BROKERAGE COMPANY | MA | TAHP | C CORP | 323 | 199669 | 1.00000 |
| TUFTS HEALTH PLAN OF NE | |||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 043266023 | HEALTH INSURANCE | NH | TAHP | C CORP | 0 | 0 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Tufts Insurance Company | |
| B | 20000000 |
| Tufts Benefit Administrators | |
| B | 20000000 |
| Tufts Insurance Company | |
| Q | 94500000 |
| Total Health Plan | |
| Q | 41900000 |
| Tufts Benefit Administrators | |
| R | 31900000 |
| Tufts Associated Health Plans Inc | |
| O | 116300000 |
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