POINT32HEALTH FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- POINT32HEALTH FOUNDATION INC (EIN 26-1374263)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201123199349305937
- 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 | 261374263 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tufts Health Plan Foundation Inc | BusinessNameLine1 |
| 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 | 26310819 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | n/a | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION'S MISSION IS TO PROMOTE HEALTHY LIFESTYLES AND THE DELIVERY OF QUALITY HEALTHCARE IN OUR COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | 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 | 62500 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 10062500 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 923863 | InvestmentIncomePriorYear |
| Investment Income Current Year | 807095 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 986363 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10869595 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2387447 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2328940 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 341218 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 355273 | 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 | 241080 | OtherExpensePriorYear |
| Other Expenses Current Year | 303996 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2969745 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2988209 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1983382 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7881386 | RevenuesLessExpensesCY |
| Total Assets BOY | 49431813 | TotalAssetsBOY |
| Total Assets EOY | 57583228 | TotalAssetsEOY |
| Total Liabilities BOY | 110230 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 103596 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 49321583 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 57479632 | 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 | 2339827 | Expense |
| Grants | 1925801 | Grants |
| Revenue | 0 | Revenue |
| Description | See Schedule O | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 413431 | Expense |
| Grants | 340639 | Grants |
| Revenue | 0 | Revenue |
| Description | See Schedule O | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2815758 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | false | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | 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 | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | NT | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | 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 | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | 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 (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| James Roosevelt | |||||||
| President & CEO | 2.0 | X | X | 0 | 1293094 | 157461 | |
| John Baackes | |||||||
| DIRECTOR | 1.0 | X | 2000 | 0 | 0 | ||
| David Green | |||||||
| DIRECTOR | 1.0 | X | 2500 | 34000 | 0 | ||
| Jackie Jenkins-Scott | |||||||
| DIRECTOR | 1.0 | X | 1500 | 27000 | 0 | ||
| Barbara Shattuck Kohn | |||||||
| DIRECTOR | 1.0 | X | 1000 | 0 | 0 | ||
| Thomas P O'Neill III | |||||||
| DIRECTOR | 1.0 | X | 1500 | 26000 | 0 | ||
| Vincent Mor | |||||||
| DIRECTOR | 1.0 | X | 1000 | 0 | 0 | ||
| George A Russell Jr | |||||||
| DIRECTOR | 1.0 | X | 1500 | 0 | 0 | ||
| Steven A Tolman | |||||||
| DIRECTOR | 1.0 | X | 2000 | 0 | 0 | ||
| Elizabeth A Walker | |||||||
| DIRECTOR | 1.0 | X | 1000 | 0 | 0 | ||
| Lois Cornell | |||||||
| Clerk & Director | 1.0 | X | 0 | 556104 | 45942 | ||
| Roland Price | |||||||
| Treasurer | 5.0 | X | 0 | 227933 | 58977 | ||
| David Abelman | |||||||
| Executive Director | 13.0 | X | 0 | 398437 | 49079 | ||
| Umesh Kurpad | |||||||
| CHIEF FINANCIAL OFFICER | 1.0 | X | 0 | 544126 | 120179 | ||
| AnnMarie Boursiquot-King | |||||||
| Director of Grants | 50.0 | 0 | 137899 | 19684 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 14000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3244593 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 451322 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | None | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 10000000 | RelatedOrganizations |
| All Other Contributions | 62500 | AllOtherContributions |
| Total Contributions | 10062500 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 814146 | TotalRevenueColumn |
| Exclusion | $814,146 | 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 Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15434173 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15441224 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7051 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7051 | TotalRevenueColumn |
| Exclusion | -$7,051 | 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 | 10869595 | TotalRevenueColumn |
| Exclusion | $807,095 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2328940 | Total |
| Program Services | 2328940 | 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 | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14000 | Total |
| Program Services | 14000 | ProgramServices |
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 | 265758 | Total |
| Program Services | 265758 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35164 | Total |
| Program Services | 35164 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40351 | Total |
| Program Services | 40351 | 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 | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30500 | Total |
| Management And General | 30500 | 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 | 105983 | Total |
| Management And General | 105983 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85736 | Total |
| Program Services | 85736 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5769 | Total |
| Management And General | 5769 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1319 | Total |
| Program Services | 1319 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4282 | Total |
| Management And General | 4282 | 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 | 2884 | Total |
| Management And General | 2884 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18640 | Total |
| Program Services | 18640 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4400 | Total |
| Management And General | 4400 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Software dues | 25850 | 25850 | |
| Annual report | 6866 | 6866 | |
| Training | 5900 | 5900 | |
| All other expenses | 5867 | 5867 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2988209 | Total |
| Program Services | 2815758 | ProgramServices |
| Management And General | 172451 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3250836 | BOY |
| EOY | 7990176 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46180265 | BOY |
| EOY | 49592850 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 712 | BOY |
| EOY | 202 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49431813 | BOY |
| EOY | 57583228 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64921 | BOY |
| EOY | 77533 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45309 | BOY |
| EOY | 26063 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110230 | BOY |
| EOY | 103596 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49321583 | BOY |
| EOY | 57479632 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49321583 | BOY |
| EOY | 57479632 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49431813 | BOY |
| EOY | 57583228 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7881386 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 276663 | 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042674079 | EIN |
| Type Of Organization | 0 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
| General Explanation | NO MONETARY SUPPORT IS PROVIDED TO THE SUPPORTED ORGANIZATION. THE SUPPORTING ORGANIZATION (THE FOUNDATION) PERFORMS SERVICES FOR THE SUPPORTED ORGANIZATION WHICH ARE GRANTMAKING, PROGRAM SUPPORT AND EDUCATIONAL ACTIVITIES. FURTHER MONETARY SUPPORT IS NOT REQUIRED. | GeneralExplanation |
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) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POOLED INVESTMENTS | Description |
| Book Value | 49592850 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 49592850 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $26,063 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 26063 | TotalOfAmounts |
| Total Revenue | 10869595 | TotalRevenue |
| Total Expenses | 2988209 | TotalExpenses |
| Excess Or Deficit For Year | 7881386 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 276663 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 276663 | TotalAdjustments |
| Excess Or Deficit Per FS | 8158049 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11040275 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 276663 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 276663 | RevenueNotRptdF990 |
| Revenue Subtotal | 10763612 | RevenueSubtotal |
| Investment Expenses Not Included | 105983 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 105983 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10869595 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2882226 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 2882226 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 105983 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 105983 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2988209 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FIN 48 FOOTNOTE | Identifier |
| Return Reference | SCHEDULE D, PART X, LINE 2 | ReturnReference |
| Explanation | In 2010, the audited financial statements for the Foundation did not disclose an ASC 740 footnote. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (62 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT | |||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | 042304133 | 501(C)(3) | 52194 | StayStrong Initiative |
| AIDS ACTION COMMITTEE OF MASSACHUSETTS | |||||||
| 75 AMORY STREET | BOSTON | MA | 02119 | 222707246 | 501(C)(3) | 40229 | Positive Aging/Lasting Strength |
| ALL OUT ADVENTURES INC | |||||||
| 184 NORTHAMPTON ST SUITE H | EASTHAMPTON | MA | 01027 | 043559633 | 501(C)(3) | 17295 | Outdoor Recreation for Seniors |
| ARTHRITIS FDN NORTHERN & SOUTHERN NE CHAPTER | |||||||
| 2348 POST RD SUITE 104 | WARWICK | RI | 02886 | 060672782 | 501(C)(3) | 16058 | Walk with Ease |
| AVAILABLE POTENTIAL ENTERPRISES LTD | |||||||
| PO BOX 61 | WILLIAMSBURG | MA | 01096 | 042685501 | 501(C)(3) | 14000 | Williamsburg Intergeneratioal Gardening Program |
| BROCKTON NEIGHBORHOOD HEALTH CENTER | |||||||
| 63 MAIN STREET | BROCKTON | MA | 02301 | 043165044 | 501(C)(3) | 45000 | Managing Chronic Diseases in the Elderly |
| CAMBRIDGE COMMUNITY FOUNDATION | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 021393428 | 046012492 | 501(C)(3) | 10000 | Matching Grant Program: Healthy Aging ROCS (Reaching out to Cambridge Seniors) |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| 27 PARK STREET | HYANNIS | MA | 026015230 | 043475950 | 501(C)(3) | 25000 | Fall Prevention and Safety for Seniors and Caregivers |
| CENTURY HEALTH SYSTEMS | |||||||
| 209 WEST CENTRAL STREET SUITE 316 | NATICK | MA | 01760 | 043566661 | 501(C)(3) | 16434 | Caregiver Care |
| COMMUNITY ACTION COMMITTEE OF CAPE COD | |||||||
| 115 ENTERPRISE ROAD | HYANNIS | MA | 026012212 | 042396835 | 501(C)(3) | 25000 | Skill Building Supports For Caregivers |
| COMMUNITY HEALTH CENTER OF CAPE COD | |||||||
| 107 COMMERCIAL STREET | MASHPEE | MA | 026490000 | 043370560 | 501(C)(3) | 41250 | Case Management for Healthy Seniors |
| COMMUNITY HEALTH CHARITIES OF NE | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 061061361 | 066079596 | 501(C)(3) | 6499 | ThP Workplace Giving match - 2010 |
| COMMUNITY MUSIC CENTER OF BOSTON | |||||||
| 34 WARREN AVE | BOSTON | MA | 021166104 | 042437973 | 501(C)(3) | 30000 | Una Voce - "One Voice" - Intergenerational Choru |
| CORNERSTONE ADULT SERVICES INC | |||||||
| 140 WARWICK NECK AVENUE | WARWICK | RI | 028895308 | 050429500 | 501(C)(3) | 43150 | Enhanced Fall Prevention |
| DEVELOPMENTAL EVALUATION & ADJSTMNT FACILITIES | |||||||
| 215 BRIGHTON AVENUE | ALLSTON | MA | 021342013 | 042628350 | 501(C)(3) | 40000 | Healthy Lifestyles for Deaf Seniors |
| DISCOVERING WHAT'S NEXT REVITALIZING RTMNT | |||||||
| 225 NEVADA STREET | NEWTON | MA | 02460 | 203044597 | 501(C)(3) | 45000 | Transition to Encore Careers: Building Pathways to |
| EDUCATIONAL DEVELOPMENT CENTER INC | |||||||
| 55 CHAPEL STREET | NEWTON | MA | 024581060 | 042241718 | 501(C)(3) | 50000 | Chronic Care Community Corps |
| EDWARD M KENNEDY INSTITUTE | |||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | 020705535 | 501(C)(3) | 20000 | Planning Grant for Developing H/C Curriculum |
| ELDER SERVICES OF THE MERRIMACK VALLEY INC | |||||||
| 360 MERRIMACK STREET BLDG 5 | LAWRENCE | MA | 01843 | 042545136 | 501(C)(3) | 42953 | Evidenced-Based Programs: Impact on Healthy Aging |
| FRANKLIN COUNTY HOME CARE CORPORATION | |||||||
| 330 MONTAGUE CITY ROAD STE 1 | TURNERS FALLS | MA | 013762530 | 042542539 | 501(C)(3) | 58884 | Take Steps to Healthy Aging Falls |
| GENERATIONS INCORPORATED | |||||||
| 25 KINGSTON ST 4TH FLR | BOSTON | MA | 021112200 | 043227007 | 501(C)(3) | 25000 | Reading Coaches |
| HEALTH CARE FOR ALL | |||||||
| 30 WINTER STREET 10TH FLOOR | BOSTON | MA | 021084753 | 043071598 | 501(C)(3) | 35000 | Health Care For All HelpLine Connecting Older Adults to Coverage |
| HEALTH RESOURCES IN ACTION | |||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | 042229839 | 501(C)(3) | 86692 | Development of Greater Boston ITN Affiliate Curriculum |
| HEALTH SERVICES IN ACTION | |||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | 042229839 | 501(C)(3) | 25000 | Mass in Motion Municipal Wellness and Leadership Grant Program |
| HEARTH INC | |||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 021183380 | 043206820 | 501(C)(3) | 40000 | Housing as the Key to Healthy Aging and Vibrant Living: Finding and Securing Housing and Resources for Homeless Elders through Hearth's Outreach Program |
| HEBREW SENIORLIFE | |||||||
| 1200 CENTRE STREET | BOSTON | MA | 021311011 | 900183119 | 501(C)(3) | 150000 | Prevention Through Action: Culturally Inclusive Training and Education for Seniors |
| JEWISH COMMUNITY HOUSING FOR THE ELDERLY | |||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 021354708 | 042607197 | 501(C)(3) | 25000 | Generations Together |
| JEWISH FAMILY & CHILDREN'S SERVICE | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 024511623 | 042104356 | 501(C)(3) | 45000 | Steps for LIfe |
| KIT CLARK SENIOR SERVICES INC | |||||||
| 1500 DORCHESTER AVENUE | BOSTON | MA | 02122 | 460516856 | 501(C)(3) | 68676 | Fit-4-Life |
| LA ALIANZA HISPANA | |||||||
| 409 DUDLEY STREET | ROXBURY | MA | 021193366 | 237121158 | 501(C)(3) | 30000 | La Alianza Hispana's Expressive Arts Therapy and Physical Exercise Program |
| LITTLE BROTHERS-FRIENDS OF THE EDERLY | |||||||
| 3305 WASHINGTON STREET | JAMAICA PLAIN | MA | 021302639 | 042681294 | 501(C)(3) | 10000 | Intergenerational Matching Program |
| MASSACHUSETTS PUBLIC HEALTH ASSN | |||||||
| 434 JAMAICAWAY | JAMAICA PLAIN | MA | 021302009 | 042326503 | 501(C)(3) | 15000 | Act FRESH Senior |
| MERRIMACK VALLEY FOOD BANK | |||||||
| 735 BROADWAY STREET | LOWElL | MA | 018543129 | 223241609 | 501(C)(3) | 10000 | Mobile Pantry Program |
| NEWTON COMMUNITY SERVICE CENTER INC | |||||||
| 492 WALTHAM STREET | NEWTON | MA | 024651920 | 042232418 | 501(C)(3) | 49958 | Volunteering: A Pathway to Vibrant Aging |
| NORTHEAST HOSPITAL CORPORATION | |||||||
| 298 WASHINGTON STREET | GLOUCESTER | MA | 01930 | 042121317 | 501(C)(3) | 31000 | Safe Steps for Seniors |
| OCEAN STATE CENTER FOR INDEPENDENT LIVING | |||||||
| 1944 WARWICK AVE | WARWICK | RI | 028892448 | 050439495 | 501(C)(3) | 50000 | "Home Sweet Accessible Home" |
| OPERATION ABLE OF GREATER BOSTON INC | |||||||
| 131 TREMONT STREET | BOSTON | MA | 021111317 | 042761871 | 501(C)(3) | 35000 | ABLE Volunteer Services |
| OVERLOOK VISITING NURSE ASSOCIATION | |||||||
| 88 MASONIC HOME ROAD | CHARLTON | MA | 01507 | 043515687 | 501(C)(3) | 25000 | Medication Management Neighborhood Programs |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | 043567502 | 501(C)(3) | 8812 | THP Employee Match for '10 Haiti Earthquake |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | 043567502 | 501(C)(3) | 20000 | Stand With Haiti (Earthquake Relief) |
| RHODE ISLAND FREE CLINIC INC | |||||||
| 655 BROAD STREET | PROVIDENCE | RI | 029071444 | 050501276 | 501(C)(3) | 72225 | Healthy Lifestyles for Today and Tomorrow |
| ROGERSON COMMUNITIES | |||||||
| 1 FLORENCE STREET | BOSTON | MA | 021313638 | 042104319 | 501(C)(3) | 50000 | Healthy Rogerson |
| ROOT CAUSE INSTITUTE | |||||||
| ONE CANAL PARK 3RD FLOOR | CAMBRIDGE | MA | 02141 | 200703238 | 501(C)(3) | 45000 | 2011 Social Issue Track on Healthy Aging |
| SAMARITANS INC | |||||||
| 41 WEST STREET 4TH FLOOR | BOSTON | MA | 021111209 | 042643466 | 501(C)(3) | 10000 | Wellness Approach to Senior Suicide Prevention (Outbound Call Project) |
| SCM COMMMUNITY TRANSPORTATION | |||||||
| 167 HOLLAND STREET | SOMERVILLE | MA | 021442401 | 042743790 | 501(C)(3) | 70000 | SCM and the Arts |
| SCM COMMMUNITY TRANSPORTATION | |||||||
| 167 HOLLAND STREET | SOMERVILLE | MA | 021442401 | 042743790 | 501(C)(3) | 6558 | Seniors See the Red Sox |
| SOMERVILLE-CAMBRIDGE ELDER SERVICES INC | |||||||
| 61 MEDFORD STREET 2ND FLOOR | SOMERVILLE | MA | 021430000 | 042515020 | 501(C)(3) | 35000 | A Collaborative Effort Between Somerville-Cambridge Elder Services and the Cambridge Health Alliance to Prevent Falls Among Seniors |
| SOUTHWEST BOSTON SENIOR SERVICES INC | |||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 021302652 | 237304163 | 501(C)(3) | 63000 | Vibrant Aging at Home and in the Community |
| SPRINGWELL INC | |||||||
| 125 WALNUT STREET | WATERTOWN | MA | 024724052 | 042616064 | 501(C)(3) | 51378 | Healthy Aging Initiative |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY | BOSTON | MA | 021180000 | 042717782 | 501(C)(3) | 15000 | Brown Bag Program |
| THE PROVIDENCE CENTER | |||||||
| 528 NORTH MAIN STREET | PROVIDENCE | RI | 029045757 | 050316969 | 501(C)(3) | 52300 | In Shape Seniors Unemployed Professionals |
| THIRD SECTOR NEW ENGLAND | |||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 02130 | 042261109 | 501(C)(3) | 37682 | Healthy Aging in the LGBT Community |
| TUFTS HEALTH CARE INSTITUTE | |||||||
| 136 HARRISON AVENUE | BOSTON | MA | 021111817 | 043289926 | 501(C)(3) | 20000 | Practicing Medicine in a Changing Health Care Environment The Challenges of Caring for Complex and Chronically Ill Patients |
| UNITED WAY OF MASS BAY INC | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 022101208 | 042382233 | 501(C)(3) | 14642 | ThP Workplace Giving match - 2010 |
| URBAN LEAGUE OF EASTERN MASSACHUSETTS | |||||||
| 88 WARREN STREET | BOSTON | MA | 02210 | 237349132 | 501(C)(3) | 35000 | Community Service Give Back Program for Mature Workers Program |
| VNA & HOSPICE OF COOLEY DICKINSON INC | |||||||
| 168 INDUSTRIAL DRIVE | NORTHAMPTON | MA | 010602379 | 222617175 | 501(C)(3) | 50000 | Strength in Numbers Falls Prevention Education for Seniors |
| WATER WAY ARTS FOR HEALTH AND ENERGY INC | |||||||
| 1615 BEACON STREET | BROOKLINE | MA | 024464602 | 202332178 | 501(C)(3) | 50000 | Tai Chi for Healthy Aging |
| WESTBAY COMMUNITY ACTION INC | |||||||
| 224 BUTTONWOODS AVE | WARWICK | RI | 028867541 | 050311985 | 501(C)(3) | 40000 | Elder Safety |
| WHITTIER STREET HEALTH CENTER COMMITTEE INC | |||||||
| 1125 TREMONT STREET | ROXBURY | MA | 021202178 | 042619517 | 501(C)(3) | 47560 | Geriatric Chronic Care Case Management Program |
| WINCHESTER HOSPITAL | |||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 018901446 | 043399570 | 501(C)(3) | 17611 | Family Caregiver Program |
| YMCA OF GREATER BOSTON | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 021155019 | 042103551 | 501(C)(3) | 50000 | Get Fit, Stay Fit for Life |
| YWCAGRI | |||||||
| 324 BROAD STREET | CENTRAL FALLS | RI | 02863 | 050310596 | 501(C)(3) | 9935 | GEM - Gentle Easy Movement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 62 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | 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 | FOR ALL GRANTS THE FOUNDATION REQUIRES A SITE VISIT BY OUR STAFF, ONGOING MONITORING, ONE INTERIM PROGRESS REPORT WITH FOLLOW-UP AS NEEDED AND ONE POST-GRANT FINAL REPORT. THE FOUNDATION ALSO CHECKS THE GRANTEES 501(C)(3) STATUS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | 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 | false | 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 (6 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 |
| Lois Cornell | |||||||||||||
| 0 | 349142 | 0 | 159593 | 0 | 47369 | 0 | 28950 | 0 | 16992 | 0 | 602046 | 0 | 0 |
| Roland Price | |||||||||||||
| 0 | 182972 | 0 | 37807 | 0 | 7154 | 0 | 48712 | 0 | 10265 | 0 | 286910 | 0 | 0 |
| David Abelman | |||||||||||||
| 0 | 270300 | 0 | 97078 | 0 | 31059 | 0 | 32356 | 0 | 16723 | 0 | 447516 | 0 | 0 |
| AnnMarie Boursiquot-King | |||||||||||||
| 0 | 113673 | 0 | 28750 | 0 | -4524 | 0 | 9970 | 0 | 9714 | 0 | 157583 | 0 | 0 |
| Umesh Kurpad | |||||||||||||
| 0 | 375000 | 0 | 171413 | 0 | -2287 | 0 | 103824 | 0 | 16355 | 0 | 664305 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Supplemental Compensation Information | SCHEDULE J, PART I, LINE 3 | THE FOUNDATION USES THE COMPENSATION POLICIES OF ITS SOLE MEMBER, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. (TAHMO). 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, LINE 6B | The officers of Tufts Associated Health Maintenance Organization, Inc. are eligible to participate in an executive incentive plan, paid by the related organization for services provided to the related organization. The incentive plan 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. The employees who participate in this plan are: - David Abelman - Roland Price - Lois Cornell - James Roosevelt |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Organization's Mission | Form 990, Part III, Line 1 | IN ORDER TO PROVIDE BENEFITS TO THE COMMUNITY OUTSIDE OF ITS REGULAR LINES OF BUSINESS, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO) CREATED THE TUFTS HEALTH PLAN FOUNDATION, A 501(C)(3) CHARITABLE AND SUPPORTING ORGANIZATION OF TAHMO. THE MISSION OF THE FOUNDATION IS TO PROMOTE HEALTHY LIFESTYLES AND THE DELIVERY OF QUALITY CARE. THE FOUNDATION ACHIEVES THIS MISSION PRIMARILY THROUGH GRANTMAKING TO CHARITABLE, SERVICE-PROVIDING ORGANIZATIONS, PROGRAM SUPPORT AND EDUCATIONAL ACTIVITIES. THE FOUNDATION'S FOCUS IS HEALTHY AGING - IMPROVING THE LIVES OF OLDER ADULTS 60 AND OVER. THE TUFTS HEALTH PLAN FOUNDATION HAS CHOSEN TO FOCUS ON HEALTHY AGING IN ORDER TO ADDRESS THE NEEDS OF OUR COMMUNITIES IN MASSACHUSETTS AND RHODE ISLAND, AND TO HELP MEET THE CHALLENGES AND OPPORTUNITIES OF AN AGING SOCIETY. THE FOUNDATION MAKES GRANTS THROUGH THE FOUR AREAS OF CAREGIVER SUPPORT, FALL PREVENTION, INTERGENERATIONAL COLLABORATION AND VIBRANT LIFESTYLES. |
| Program Service Accomplishments | Form 990, Part III, Line 4 | Form 990, Part III, Line 4a IN 2010, THE TUFTS HEALTH PLAN FOUNDATION COMPLETED ITS SECOND YEAR FOCUSING ON HEALTHY AGING FOR OLDER ADULTS 60-PLUS AND OVER TO ENSURE THAT OLDER ADULTS SPEND MORE YEARS IN GOOD HEALTH AND ENGAGED AS VITAL MEMBERS OF OUR COMMUNITIES. THE FOUNDATION WORKS WITH PROGRAMS THAT ADDRESS THE DEVELOPMENT AND MAINTENANCE OF OPTIMAL PHYSICAL, MENTAL AND SOCIAL WELL-BEING AND FUNCTION IN OLDER ADULTS THROUGH FOUR AREAS: 1. CAREGIVER SUPPORT - TRAINING, EDUCATION AND RESOURCES TO SUPPORT CAREGIVERS AND CARE RECIPIENTS. 2. FALL PREVENTION - EXERCISE AND EDUCATION FOR OLDER ADULTS THAT WILL REDUCE FEAR OF FALLS AND INCREASE MOBILITY, STRENGTH AND BALANCE. 3. INTERGENERATIONAL COLLABORATION - OLDER ADULTS AND YOUNGER GENERATIONS ENRICHING EACH OTHER'S LIVES THROUGH MENTORING, TUTORING AND VOLUNTEER ACTIVITIES. 4. VIBRANT LIFESTYLES - EXERCISE, NUTRITION AND EVIDENCE-BASED CHRONIC DISEASE MANAGEMENT, SOCIAL AND RECREATIONAL ACTIVITIES, AND PROGRAMS THAT PROMOTE CIVIC AND COMMUNITY ENGAGEMENT. Form 990, Part III, Line 4b COMMUNITY SUPPORT GRANTS: IN ADDITION TO ITS HEALTHY AGING FOCUS, THE FOUNDATION ALSO SUPPORTS WORTHY COMMUNITY PROGRAMS SUCH AS THE GREATER BOSTON FOOD BANK'S BROWN BAG PROGRAM THAT PROVIDES HEALTHY, NUTRITIOUS FOOD TO INDIVIDUALS IN NEED. Form 990, Part III, Line 4c In 2009, the Tufts Health Plan Foundation (THPF) was chosen as one of 19 foundations nationwide to receive funding from the Robert Wood Johnson Foundation Partners Investing in Nursings Future, a national initiative to help address the long-term shortage of nurses across the country. The two-year, $250,000 matching grant funded a three-state collaboration in Massachusetts, New Hampshire and Rhode Island titled "Creativity and Connections: Building a Regional Nursing Education Framework." THPF is the lead foundation in this three-state initiative in partnership with the Massachusetts Hospital Research and Education Association (MHREA), which is the fiscal agent for this grant. This collaborative effort focuses on increasing nursing faculty through scholarships, increasing nursing program capacity through the use of a computerized centralized clinical placement (CCP) system and redesigning nursing education to meet future needs in health care. 2010 marked the second year of this matching grant. By the end of 2010, 36 scholarships have been awarded to masters and doctoral nursing students in partnership with MHREA. In addition, 104 health care facilities and 92 nursing programs were participating in the CCP program, filling 2,837 placements. Lastly, a gap analysis was conducted in the three states to examine nursing school curricula and the education of nurses, and where curricula would need to be redesigned to ensure that nursing education is preparing nurses to meet the demands of the current and future health care environment. |
| Description of Relationships | Form 990, Part VI, Line 2 | Two directors of the foundation also serve as directors of another unrelated organization. The unrelated organization does not have a business relationship with the foundation. |
| Description of Management Arrangement | FORM 990, PART VI, LINE 3 | The Foundation is a supporting organization of Tufts Associated Health Maintenance Organization, Inc. (TAHMO). TAHMO and its subsidiary, Tufts Associated Health Plan, Inc. (TAHP), provide administrative and management services to the Foundation. |
| MEMBERS | FORM 990, PART VI, LINES 6 AND 7A | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. (TAHMO) as the sole corporate member of the Foundation, elects the members of the Foundation's governing body. |
| Descr Classes of Persons, Decisions Requiring Appr & Type of Voting Rights | Form 990, Part VI, Line 7b | TAHMO, as the sole corporate member of the Foundation, has the right to make certain decisions regarding the Foundation, and is required to approve any changes to the Foundation's bylaws. |
| Process used by Governing Body to Review 990 | Form 990, Part VI, Line 11B | The Form 990 is prepared in our finance department, with assistance from our external accountants, Ernst & Young. This preparation began in June 2011. Some information is provided by our Director of Grants, and sections of the form are reviewed by our inside legal counsel. 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, LINE 12C | On an ongoing basis and before any grants were awarded, all board members, staff and internal review committee members were asked to disclose any relationships or potential conflicts of interest with any grantees or business partners. Any person with an actual or potential conflict was permitted to make a presentation to the reviewing body, but was not allowed to vote on the particular matter. |
| Offices & Positions for Which Process was Used, & Year Process was Begun | FORM 990, PART VI, LINES 15A AND 15B | The Foundation does not have any employees. The employees of related organizations provide services to the Foundation. The President is compensated solely for his duties performed in his capacity as Chief Executive Officer and President of TAHMO and TAHP. There is no remuneration for duties related to the Tufts Health Plan Foundation. The Executive Director of the Foundation is compensated solely for his duties performed in his capacity as the Vice President and Deputy General Counsel of TAHMO and TAHP. There is no remuneration for duties related to the Tufts Health Plan Foundation. The Compensation Committee (the "Committee") of the Board of Directors (the "Board") of Tufts Associated Health Maintenance Organization (Tufts or the "Company") reviews and administers 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. It is the Board's 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 Company's 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 Company's executives. The Committee uses this data in its review of: - Setting base salaries - in light of market data and the individual's 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 Company's goal is to provide competitive and reasonable opportunities under the terms of an executive annual incentive plan for 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 individual's 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. Compensation survey data (as described above) was reviewed, compiled, and summarized in report form by the Senior Compensation Consultant for each individual executive/job based on a match of the internal job function to the survey job function. Each job match was validated to ensure that the same/similar market matches as used by the external consultant in the prior year were used by the internal team to ensure consistency with the prior analysis methodology. A report was provided 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 the meeting minutes. |
| Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public | FORM 990, PART VI, LINE 19 | The governing documents, conflicts of interest policy and financial statements of the Foundation are available at its headquarters in Watertown, MA. All requests can be made to the Corporate Communications or Finance departments. |
| HOURS WORKED FOR RELATED ORGANIZATION | FORM 990, PART VII | HOURS LISTED BELOW ARE FOR TUFTS ASSOCIATED HEALTH PLANS (TAHP), TUFTS BENEFIT ADMINISTRATORS, INC. (TBA), TOTAL HEALTH PLAN, INC. (THP), AND TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). 1) JAMES ROOSEVELT: 5 HOURS WITH TAHP, 8 HOURS WITH TBA, 3 HOURS WITH THP AND 32 HOURS WITH TAHMO. 2) DAVID GREEN: 5 HOURS WITH TAHMO. 3) JACKIE JENKINS-SCOTT: 4 HOURS WITH TAHMO. 4) THOMAS O'NEILL, III: 3 HOURS WITH TAHMO. 5) LOIS CORNELL: 5 HOURS WITH TAHP, 8 HOURS WITH TBA, 3 HOURS WITH THP AND 33 HOURS WITH TAHMO. 6) ROLAND PRICE: 5 HOURS WITH TAHP, 3 HOURS WITH TBA, 3 HOURS WITH THP AND 34 HOURS WITH TAHMO. 7) DAVID ABELMAN: 17 HOURS WITH TAHP, 3 HOURS WITH TBA, 3 HOURS WITH THP, AND 14 HOURS WITH TAHMO. 8) UMESH KURPAD: 3 HOURS WITH TAHP, 3 HOURS WITH THP, 5 HOURS WITH TBA, AND 39 HOURS WITH TAHMO. ALL DIRECTORS' COMPENSATION FOR TUFTS HEALTH PLAN FOUNDATION, INC. IS PAID THROUGH TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (EIN:04-2674079, ADDRESS: 705 MOUNT AUBURN STREET, WATERTOWN, MA 02472). TUFTS HEALTH PLAN FOUNDATION, INC. REIMBURSES TUFTS HEALTH MAINTENANCE ORGANIZATION, INC. FOR THE DIRECTORS' COMPENSATION. ALL OFFICERS' COMPENSATION FOR TUFTS HEALTH PLAN FOUNDATION, INC. IS PAID THROUGH TUFTS ASSOCIATED HEALTH PLANS, INC. (EIN: 04-2985923, ADDRESS: 705 MOUNT AUBURN STREET, WATERTOWN, MA 02472). THE STAFF OF TUFTS HEALTH PLAN FOUNDATION, INC. IS PAID THROUGH TUFTS HEALTH MAINTENANCE ORGANIZATION, INC. BUT IS THEN REIMBURSED THROUGH TUFTS HEALTH PLAN FOUNDATION, INC. |
| Other Changes in net assets or fund balances | Form 990, Part IX, Line 5 | In 2010, net assets were increased by an unrealized gain on investments of $276,663. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOC HEALTH MAINTENANCE ORG 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 | 042674079 | EIN |
| Primary Activities | HMO | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(c)(4) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH PLANS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Mount Auburn St | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 024721508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042985923 | EIN |
| Primary Activity | MANAGEMENT SVCS | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C Corp | TypeOfEntity |
| Share Of Total Income | 0 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Percentage Ownership | 0.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | 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 | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REIMBURSEMENT PAID TO OTHER ORGANIZATION | Identifier |
| Return Reference | SCHEDULE R, PART V, LINE 1O | ReturnReference |
| Explanation | THE FOUNDATION REIMBURSES TAHMO FOR ALL PAYMENTS DIRECTLY RELATED TO THE FOUNDATION. | Explanation |
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