Yankee Alliance Supply Chain Cooperative Inc: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- Yankee Alliance Supply Chain Cooperative Inc (EIN 04-3027064)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-09
- IRS object ID
- 201121299349300127
- Schema version
- 2009v1.7
- 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 | 2011-05-09T10:20:03-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 041041100 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043027064 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance Supply Chain Cooperative Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YANK | NameControl |
| Phone | 9784702000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 018101083 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Kruczlnicki | Name |
| Title | Treasurer | Title |
| Phone | 9784702000 | Phone |
| Date Signed | 2011-03-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barbara J McGuan CPA | Name |
| Phone | 2077752387 | Phone |
| Date Prepared | 2011-03-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | James Oliver | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 018101083 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11582694 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.yankeealliance.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Group purchasing activities for acute care providers | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 120000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 167919 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10412269 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11384186 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4829 | InvestmentIncomePriorYear |
| Investment Income Current Year | 30589 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10537098 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11582694 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6812674 | OtherExpensePriorYear |
| Other Expenses Current Year | 7481846 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6812674 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7481846 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3724424 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4100848 | RevenuesLessExpensesCY |
| Total Assets BOY | 4347958 | TotalAssetsBOY |
| Total Assets EOY | 5652419 | TotalAssetsEOY |
| Total Liabilities BOY | 3416534 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3968585 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 931424 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1683834 | NetAssetsOrFundBalancesEOY |
| Mission Description | Co-operative hospital service organization that provides group purchasing services to nonprofit acute health care providers. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1462459 | Expense |
| Revenue | 217500 | Revenue |
| Description | Hospital Supply Chain Analytics Services - Yankee Alliance Supply Chain Cooperative, Inc. supply chain analytics programs provide patron-hospitals with insight into product utilization and price with the goal of implementing industry best practices that support quality of care and the reduction of supply chain expense. Supply chain analytics services provide analysis and recommendations in four specific areas: (1) Identifies opportunities for members to improve product prices by accessing available contracts, (2) Suggests areas to standardize products resulting in less variability of care and lower cost, (3) Benchmarks product prices against a national database to identify opportunities to improve product pricing and (4) Recommends best practices for product utilization that result in less variability and lower cost of care. During fiscal year ended 06/30/2010 patron hospitals were able to document savings from Supply Chain Analytics Programs of $6,650,000 plus an additional $12,706,000 of related savings for implementation in fiscal year 06/30/2011. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3928713 | Expense |
| Revenue | 11166686 | Revenue |
| Description | Hospital Group Purchasing - The group purchasing programs offered by Yankee Alliance Supply Chain Cooperative, Inc. provides patron-hospitals access to a wide range of portfolio options including but not limited to negotiated contracts for the purchase of food, pharmaceuticals, and medical/surgical products. During the fiscal year ended 06/30/2010 patron-hospitals were able to document contract-related savings of $17,700,000 plus an additional $9,400,000 of contract related savings for implementation in fiscal year ended 06/30/2011. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 470799 | Expense |
| Revenue | 0 | Revenue |
| Description | Hospital Breakthrough Series Collaborative - Yankee Alliance Supply Chain Cooperative, Inc. provides services to patron-hospitals in multiple areas that serve to improve clinical processes and reduce supply chain expense (purchasing) without negatively impacting the quality of patient care. Patron-hospitals work together to identify and implement supply chain cost savings through peer group networking and information sharing. These programs bring patron-hospitals together to enable members to collaborate on best practices (clinical and supply chain) and to learn how to implement both clinical and operational (supply chain) best practices. Yankee members that participated in the Orthopedics and Cardiovascular services were able to document savings of approximately $2,225,000 in the fiscal year ended 06/30/2010, plus an additional $2,779,000 of related savings for implementation in fiscal year 06/30/2011. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 5861971 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Oliver President | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9784702000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 01810 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| David Phelps | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Christopher O'Connor | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Steve Guimond | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Ronald Bartlett | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| David Lincoln | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| David Kruczlnicki | ||||||
| Treasurer | 0.50 | X | 0 | 0 | 0 | X |
| David Benfer | ||||||
| Past Director | 0.50 | X | 0 | 0 | 0 | |
| Norman Dascher | ||||||
| Chairman | 0.50 | X | 0 | 0 | 0 | X |
| Michael Guley | ||||||
| Past Director | 0.50 | X | 0 | 0 | 0 | |
| John Day | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| Dale Lodge | ||||||
| Vice Chairman | 0.50 | X | 0 | 0 | 0 | X |
| Paul Milton | ||||||
| Director | 0.50 | X | 0 | 0 | 0 | |
| James Oliver | ||||||
| President, Clerk | 40.00 | 0 | 412524 | 31990 | X | |
| Charles Manning | ||||||
| VP of Finance | 40.00 | 0 | 224680 | 30716 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 637204 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 62706 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance Inc | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 01810 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Management Services | DescriptionOfServices |
| Compensation | 5036737 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Related Organizations | 167919 | RelatedOrganizations |
| Total Contributions | 167919 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Group Purchasing | 900099 | 11066633 | 11066633 |
| DDS Income | 900099 | 217500 | 217500 |
| Annual Meeting Income | 900099 | 100053 | 100053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11384186 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30589 | TotalRevenueColumn |
| Exclusion | $30,589 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11582694 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11384186 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $30,589 | ExclusionAmount |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 536645 | Total |
| Program Services | 420457 | ProgramServices |
| Management And General | 116188 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36484 | Total |
| Management And General | 36484 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5128892 | Total |
| Program Services | 3813542 | ProgramServices |
| Management And General | 1315350 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4022 | Total |
| Management And General | 4022 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101524 | Total |
| Program Services | 74890 | ProgramServices |
| Management And General | 26634 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14291 | Total |
| Program Services | 9947 | ProgramServices |
| Management And General | 4344 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256681 | Total |
| Program Services | 175920 | ProgramServices |
| Management And General | 80761 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148263 | Total |
| Program Services | 148263 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148422 | Total |
| Program Services | 148422 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108105 | Total |
| Program Services | 75241 | ProgramServices |
| Management And General | 32864 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10617 | Total |
| Program Services | 7389 | ProgramServices |
| Management And General | 3228 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Membership Fees | 975000 | 975000 |
| Training | 12900 | 12900 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7481846 | Total |
| Program Services | 5861971 | ProgramServices |
| Management And General | 1619875 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167176 | BOY |
| EOY | 902614 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 980124 | BOY |
| EOY | 1560713 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2924126 | BOY |
| EOY | 2953098 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65959 | BOY |
| EOY | 65450 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210573 | BOY |
| EOY | 170544 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4347958 | BOY |
| EOY | 5652419 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 615241 | BOY |
| EOY | 620147 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2801293 | BOY |
| EOY | 3348438 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3416534 | BOY |
| EOY | 3968585 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 931424 | BOY |
| EOY | 1683834 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 931424 | BOY |
| EOY | 1683834 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4347958 | BOY |
| EOY | 5652419 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Distributions Payable | Description |
| Amount | $3,348,438 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3348438 | TotalOfAmounts |
| Total Revenue | 11582694 | TotalRevenue |
| Total Expenses | 7481846 | TotalExpenses |
| Excess Or Deficit For Year | 4100848 | ExcessOrDeficitForYear |
| Other | -$3,348,438 | OtherAmount |
| Total Adjustments | -3348438 | TotalAdjustments |
| Excess Or Deficit Per FS | 752410 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11502694 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 11502694 | RevenueSubtotal |
| Other Revenues Not Included | 80000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 80000 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11582694 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7401846 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7401846 | ExpensesSubtotal |
| Other Expenses Not Included | 80000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 80000 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7481846 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Part XI, Line 8 - Other Adjustments: Distributions to Members: -$3,348,438 Part XII, Line 4b - Other Adjustments: DDS Program Expenses: $80,000 Part XIII, Line 4b - Other Adjustments: DDS Program Expenses: $80,000 | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 Oliver | |||||||||||||
| 0 | 266798 | 0 | 111000 | 0 | 34726 | 0 | 11025 | 0 | 20965 | 0 | 444514 | 0 | 0 |
| Charles Manning | |||||||||||||
| 0 | 174263 | 0 | 10000 | 0 | 40417 | 0 | 9607 | 0 | 21109 | 0 | 255396 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part III | ReturnReference |
| Explanation | The Organization has no employees, and does not pay compensation to its officers and directors. The Organization's president is the CEO of Yankee Alliance, Inc. and is compensated by Yankee Alliance, Inc. for services performed as an employee of that organization. The CEO's salary is reviewed annually and also compared to a market survey performed by an outside firm, and is geared toward the 50th percentile plus 10 percent. The CEO's salary is determined by the compensation committee of the board of directors of Yankee Alliance, Inc. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | Membership consists of certain hospitals which are described in Section 501(c)(3) of the Internal Revenue Code which are exempt from taxation under Section 501(a) of the Internal Revenue Code; a hospital which is a constituent part of an organization described in Section 501(c)(3) of the Internal Revenue Code which is exempt from taxation under Section 501(a) of the Internal Revenue Code and which, if organized and operated as a separate entity, would constitute an organization described in Section 501(c)(3) of the Internal Revenue Code; and hospitals that are owned and operated by the United States, a State, or a political subdivision or an agency or instrumentality of any of the foregoing. | |
| Form 990, Part VI, Section A, line 7a | Class A members have the right to designate and appoint one individual to serve as a director. | |
| Form 990, Part VI, Section B, line 11 | Form 990 is reviewed internally by the Organization's Financial Analyst, Senior Vice President of Finance and CEO. The return is compared to the current year audited financial statements, internal data and prior year tax return to insure that the information to be filed is complete and accurate. After the internal review is complete the return is forwarded to legal counsel for their review. Once the internal and legal review is complete the tax return is provided to all board members with the final review and approval resting with the Board Officers. Once the tax return is approved the Treasurer will sign and have the return filed electronically by the Organization's tax preparer. | |
| Form 990, Part VI, Section B, line 12c | Yankee Alliance Supply Chain Cooperative, Inc. monitors and enforces compliance with the Organization's conflict of interest policy by providing board members with a conflict of interest statement for their review and signature. If a conflict does exist the board member is required to disclose that conflict in the disclosure section of the document. Conflict of interest statements are presented to the board members at the Organization's annual meeting in October. The Organization monitors and enforces the conflict of interest policy by including a standing agenda item asking board members to self-disclose any conflicts of interest that may have arisen since the last disclosure document was signed. | |
| Form 990, Part VI, Section B, line 15 | The Organization has no employees, and does not pay compensation to its officers and directors. The Organization's president is the CEO of Yankee Alliance, Inc. and is compensated by Yankee Alliance, Inc. for services performed as an employee of that organization. The CEO's salary is reviewed annually and also compared to a market survey performed by an outside firm, and is geared toward the 50th percentile plus 10 percent. The CEO's salary is determined by the compensation committee of the board of directors of Yankee Alliance, Inc. | |
| Form 990, Part VI, Section C, line 19 | The conflict of interest policy is available to the public on the Organization's website and upon request. Financial statements and governing documents are available to the public upon request and through the Office of the Attorney General of Massachusetts. | |
| Form 990: Part XI, Line 2c: | The process of overseeing the financial statement audit and selection of the independent accounting firm has not changed from the prior year. | Oversight of Audit |
| Form 990, Part IX | Yankee Alliance Supply Chain Cooperative Inc. pays a management fee to Yankee Alliance Inc. for services rendered as well as occupancy, office and other administrative costs. The management fee is determined by Yankee Alliance, Inc's actual costs. In addition Yankee Alliance Supply Chain Cooperative Inc. pays a membership fee to Yankee Alliance Inc. for services such as educational, networking, benchmarking and collaborative activities that foster sharing best practices and learning innovative approaches to hospital operations and performance improvement, leading to transformative changes in understanding and actions. The membership fee is determined by Yankee Alliance, Inc's actual other costs related to membership services. | |
| Schedule A, Page 1 Line 3: | The entity is not licensed by the state as a hospital; therefore Schedule H is not applicable. | |
| Schedule R, Page 2, Part III: | The founding members of Yankee Alliance Supply Chain Cooperative, Inc. are all, and the only, partners in Yankee Alliance, LLC. | Relation to Yankee Alliance, LLC |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 018101083 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222561879 | EIN |
| Primary Activities | Knowledge Transfer | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 018101083 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300486661 | EIN |
| Primary Activity | Group Purchasing Services | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionType |
| Amount Involved | 22580 | AmountInvolved |
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