YANKEE ALLIANCE INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: YANKEE ALLIANCE INC (EIN 22-2561879)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-09
IRS object ID: 201141299349300919
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
Form 990
Schedule A
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-09T11:04:56-05:00	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	222561879	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Yankee Alliance 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	2011-04-21	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	2011-04-12	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	11977410	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	www.yankeealliance.com	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1984	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	Regional hospital alliance providing education and knowledge transfer activities.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	9	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	9	NbrIndependentVotingMembers
Total Nbr Employees	55	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	865358	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	6132511	ProgramServiceRevenuePriorYear
Program Service Revenue CY	6878904	ProgramServiceRevenueCY
Investment Income Prior Year	4511084	InvestmentIncomePriorYear
Investment Income Current Year	933160	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	10643595	TotalRevenuePriorYear
Total Revenue Current Year	7812064	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	120000	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	2667919	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	5283671	SalariesEtcPriorYear
Salaries Etc Current Year	5947933	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1148508	OtherExpensePriorYear
Other Expenses Current Year	1147292	OtherExpensesCurrentYear
Total Expenses Prior Year	6552179	TotalExpensesPriorYear
Total Expenses Current Year	9763144	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	4091416	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-1951080	RevenuesLessExpensesCY
Total Assets BOY	17991933	TotalAssetsBOY
Total Assets EOY	16145062	TotalAssetsEOY
Total Liabilities BOY	905083	TotalLiabilitiesBOY
Total Liabilities EOY	1009292	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	17086850	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	15135770	NetAssetsOrFundBalancesEOY
Mission Description	Yankee Alliance, Inc. is a regional multihospital alliance whose founding members are either tertiary teaching hospitals or large community hospitals serving distinct geographies with primary, secondary and tertiary level medical services. The current membership of over 50 acute care hospitals and thousands of alternate site facilities benefit from best practice applications and knowledge transfer initiatives generated through the collaborative process Yankee has developed over the past two decades.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	2441335	Expense
Revenue	976809	Revenue
Description	Research, develop and maintain joint venture, best practice applications and knowledge transfer initiatives. The current membership of over 50 acute care hospitals and thousands of alternate site facilities benefit from best-practice applications and knowledge transfer initiatives generated through the collaborative process Yankee has developed over the past two and one half decades.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	3234822	Expense
Revenue	5902095	Revenue
Description	In furtherance of its own tax-exempt purposes, Yankee Alliance, Inc provides management services to related entities, which allow for transformational learning by connecting, collaborating and communicating activities through best practices applications and knowledge transfer initiatives to improve hospital operations and performance.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	2667919	Expense
Grants	2667919	Grants
Description	Yankee Alliance, Inc. provides funds in the form of annual grants to its member hospitals. The Organization was created to foster joint programs and ventures among its not-for-profit hospitals. The grant program helps to fund programs or projects that improve the quality of patient care, expand medical and health related services offered by member institutions, and/or lower the costs of services being provided by member institutions. Grant recipients are expected to share their "lessons learned" with the greater membership.Hospital Breakthrough Series Collaborative - Yankee Alliance made grants to Yankee Alliance Supply Chain Cooperative, Inc. in order to provide 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 6/30/2010 plus an additional $2,779,000 of related savings for implementation in fiscal year 6/30/2011.Data Demand Services - Yankee Alliance provided a grant to Yankee Alliance Supply Chain Cooperative for the entrance into the Demand Data Services Program.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	8344076	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	0	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	0	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	1	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	7	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	55	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
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	9	NbrVotingGoverningBodyMembers
Number Independent Voting Members	9	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
States Where Copy Of Return Is Filed	CA	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

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
David Benfer
Past Director	0.50	X	0	0	0
Norman Dascher
Chairman	0.50	X	0	0	0	X
Dale Lodge
Vice Chairman	0.50	X	0	0	0	X
David G Kruczlnicki
Treasurer	0.50	X	0	0	0	X
John Day
Director	0.50	X	0	0	0
David E Phelps
Director	0.50	X	0	0	0
David R Lincoln
Director	0.50	X	0	0	0
Ronald Bartlett
Director	0.50	X	0	0	0
Michael Guley
Past 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
James Oliver
President, Clerk	40.00		412524	0	31990	X
Charles Manning
VP of Finance	40.00		224680	0	30716	X
Richard Berkman
Senior VP of Member Svcs.	40.00		228312	0	29297		X
John Evans
VP of Clinical Svcs.	40.00		179015	0	27681		X
Cathy Spinney
Senior VP of Bus. Dev.	40.00		197264	0	27790		X
Thomas Wright
Sen. VP Supply Chn Svcs.	40.00		208695	0	29349		X
Jody Daniels
Senior VP of Corp. Svcs.	40.00		196790	0	27841		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1647280	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	204664	TotalOtherCompensation
Number Individuals GT100 K	16	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (3 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
Global Healthcare Exchange LLC
1315 W Century Drive	Louisville	CO	80027	Consulting Services	459188
Caturano & Company
80 City Square	Boston	MA	02029	Consulting Services	162414
Health Information Technics LLC
210 Jamestown Park Road Suite 101	Brentwood	TN	37027	Consulting Services	135000

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	3	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
Management Services	900099	5902095	5036737	865358
Membership Fees	900099	975000	975000
Other Misc. Income	900099	1809	1809

Field	Value	IRS element (for citing)
Total Program Service Revenue	6878904	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	932340	TotalRevenueColumn
Exclusion	$932,340	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	4151166	Securities
Other	15000	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	4151166	Securities
Other	14180	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	0	Securities
Other	820	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	820	TotalRevenueColumn
Exclusion	$820	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	7812064	TotalRevenueColumn
Related Or Exempt Function Income	6013546	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	865358	UnrelatedBusinessRevenue
Exclusion	$933,160	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	2667919	Total
Program Services	2667919	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	699910	Total
Program Services	559928	ProgramServices
Management And General	139982	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	4256693	Total
Program Services	3405354	ProgramServices
Management And General	851339	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	150564	Total
Program Services	120451	ProgramServices
Management And General	30113	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	517091	Total
Program Services	413673	ProgramServices
Management And General	103418	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	323675	Total
Program Services	258940	ProgramServices
Management And General	64735	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	36033	Total
Program Services	28826	ProgramServices
Management And General	7207	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	207783	Total
Program Services	166226	ProgramServices
Management And General	41557	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	150053	Total
Program Services	120042	ProgramServices
Management And General	30011	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	110590	Total
Program Services	88452	ProgramServices
Management And General	22138	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	18322	Total
Program Services	14658	ProgramServices
Management And General	3664	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	327913	Total
Program Services	262330	ProgramServices
Management And General	65583	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	62666	Total
Program Services	50133	ProgramServices
Management And General	12533	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	22869	Total
Program Services	18295	ProgramServices
Management And General	4574	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	138593	Total
Program Services	110874	ProgramServices
Management And General	27719	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	19144	Total
Program Services	15315	ProgramServices
Management And General	3829	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
Regional Fees	31618	25294	6324
Training	11343	9074	2269
Promotional Donations	4650	3720	930
Dues & Subscriptions	3816	3053	763
Taxes - Other	1899	1519	380

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	9763144	Total
Program Services	8344076	ProgramServices
Management And General	1419068	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	980027	BOY
EOY	2907570	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	10346318	BOY
EOY	6098023	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1570	BOY
EOY	20167	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	4547790	BOY
EOY	4914430	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	169285	BOY
EOY	73581	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	740866	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	454172	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	223815	BOY
EOY	286694	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	929143	BOY
EOY	996226	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	793985	BOY
EOY	848371	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	17991933	BOY
EOY	16145062	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	448691	BOY
EOY	596882	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	28010	BOY
EOY	28210	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	428382	BOY
EOY	384200	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	905083	BOY
EOY	1009292	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	17086850	BOY
EOY	15135770	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	17086850	BOY
EOY	15135770	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	17991933	BOY
EOY	16145062	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 Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	10939433	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	16681555	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	13700457	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	6132511	CurrentTaxYearMinus1Year
Current Tax Year	6013546	CurrentTaxYear
Total	53467502	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	10939433	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	16681555	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	13700457	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	6132511	CurrentTaxYearMinus1Year
Current Tax Year	6013546	CurrentTaxYear
Total	53467502	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3242227	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3694249	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3637619	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	5056155	CurrentTaxYearMinus1Year
Current Tax Year	4967278	CurrentTaxYear
Total	20597528	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3242227	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3694249	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3637619	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	5056155	CurrentTaxYearMinus1Year
Current Tax Year	4967278	CurrentTaxYear
Total	20597528	Total

Field	Value	IRS element (for citing)
Public Support Total509	32869974	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	673541	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	447787	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	632219	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	723201	CurrentTaxYearMinus1Year
Current Tax Year	932340	CurrentTaxYear
Total	3409088	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	673541	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	447787	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	632219	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	723201	CurrentTaxYearMinus1Year
Current Tax Year	932340	CurrentTaxYear
Total	3409088	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	11612974	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	17129342	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	14332676	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	6855712	CurrentTaxYearMinus1Year
Current Tax Year	6945886	CurrentTaxYear
Total	56876590	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.57790	PublicSupportPercentage509
Prior Year Support Percentage	0.71600	PriorYearSupportPercentage
Investment Income Percentage	0.05990	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.04800	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	43448	OtherCostOrOtherBasis
Depreciation	26723	Depreciation
Book Value	16725	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	697418	OtherCostOrOtherBasis
Depreciation	427449	Depreciation
Book Value	269969	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	286694	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Investments to Fund Deferred Compensation	184126	C
Premier Inc. Investment	812100	C

Field	Value	IRS element (for citing)
Total Of Book Value Securities	996226	TotalOfBookValueSecurities

Other Assets OtherAssets (2 entries)

DescriptionDescription	Book ValueBookValue
Deposits	32589
CSV of Life Insurance	815782

Field	Value	IRS element (for citing)
Total Book Value Other Assets	848371	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
Due To Affiliates	$200,074
Deferred Compensation	$184,126

Field	Value	IRS element (for citing)
Total Of Amounts	384200	TotalOfAmounts
Total Revenue	7812064	TotalRevenue
Total Expenses	9763144	TotalExpenses
Excess Or Deficit For Year	-1951080	ExcessOrDeficitForYear
Total Adjustments	0	TotalAdjustments
Excess Or Deficit Per FS	-1951080	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	7780446	TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F990	0	RevenueNotRptdF990
Revenue Subtotal	7780446	RevenueSubtotal
Other Revenues Not Included	31618	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	31618	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	7812064	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	9731526	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	9731526	ExpensesSubtotal
Other Expenses Not Included	31618	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	31618	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	9763144	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Explanation	Part XII Line 4b and Part XIII Line 4b are Regional Fees of $31,618 that are included as expenses on Form 990, but are netted against revenue on the financial statements.	Explanation

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (10 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	IRC SectionIRCSection	Amount Of Cash GrantAmountOfCashGrant	Purpose Of GrantPurposeOfGrant
Yankee Alliance Supply Chain Cooperative Inc
138 River Road	Andover	MA	01810	043027064	501(c)(3)	167919	Grant funding to provide access to a supply chain analytics tool to enable hospitals to reduce operating expenses ($80,000). Grant funding to fund clinical and quality breakthrough programs ($87,919).
Glens Falls Hospital
100 Park Street	Glens Falls	NY	12801	141338413	501(c)(3)	286139	Grants to develop and implement a patient telephone system as well as the expansion of the Organization's hospitalist program.
Berkshire Medical Center Inc
725 North Street	Pittsfield	MA	01201	042791396	501(c)(3)	219451	An expense reduction and patient safety grant which upgrades campus lighting and improves way finding.
Boston Medical Center
88 East Newton Street PE Building	Boston	MA	02118	043314093	501(c)(3)	379139	Grants to develop and implement a medication reconciliation program and access to house-wide quality information through an EQUIPS system.
Covenant Health Systems Inc
420 Bedford Street	Lexington	MA	02420	222484505	501(c)(3)	350589	A grant to fund a cogeneration program to install a complete CHP system at five health care facilities in Massachusetts.
Northeast Health Inc
2212 Burdett Avenue	Troy	NY	12180	042450756	501(c)(3)	253589	A grant to participate in an IHI quality initiative with the goal of reducing the 30 day all-cause readmission rate to 15 readmissions per month.
Saint Raphael Healthcare System Inc
1450 Chapel Street	New Haven	CT	06511	061157542	501(c)(3)	250651	A grant to fund an electronic critical results reporting system to improve patient outcomes.
Saints Memorial Medical Center Inc
One Hospital Drive	Lowell	MA	01852	042104885	501(c)(3)	203666	Grant funding for case management software and a self-service patient KIOSK to stream line the check in process, update patient demographics and determine patient co-payments.
Southcoast Hospitals Group Inc
101 Page Street	New Bedford	MA	02740	222592333	501(c)(3)	361364	Funding for a comparative data and safety monitoring program designed to reduce readmission rates, improve core measures, reduce mortality rates, improve quality outcomes and reduce the cost of care generally.
Winchester Hospital
41 Highland Avenue	Winchester	MA	01890	012104434	501(c)(3)	195412	Grant funding for an anticoagulation management unit to optimize anticoagulation management via PT and INR testing.

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	10	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Procedure for Monitoring Grants in the U.S.:	Identifier
Return Reference	Part I, Line 2:	ReturnReference
Explanation	Schedule I, Part I, Line 2: Yankee Alliance, Inc. monitors the grants it provides to Yankee Alliance Supply Chain Cooperative Inc. through the submission of an annual report for the individual Breakthrough Collaborative and Demand Data Services. For Grants that are awarded through the annual Grant Program to member Hospitals, Yankee Alliance, Inc. requires the submission of a quarterly report as well as a presentation of the results of the project or program that the grant funded.	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 (7 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
266798	0	111000	0	34726	0	11025	0	20965	0	444514	0	0	0
Charles Manning
174263	0	10000	0	40417	0	9607	0	21109	0	255396	0	0	0
Richard Berkman
192008	0	12500	0	23804	0	9275	0	20022	0	257609	0	0	0
John Evans
153772	0	12937	0	12306	0	7557	0	20124	0	206696	0	0	0
Cathy Spinney
170358	0	10000	0	16906	0	8052	0	19738	0	225054	0	0	0
Thomas Wright
179821	0	10000	0	18874	0	9013	0	20336	0	238044	0	0	0
Jody Daniels
184743	0	10000	0	2047	0	8555	0	19286	0	224631	0	0	0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
Form 990, Part VI, Section A, line 6	Membership consists of hospitals, medical centers, multi-corporate health care delivery systems and other health-related organizations which are described in Section 501(c)(3) of the Internal Revenue Code and which are exempt from taxation under 501(a) of the Internal Revenue Code.
Form 990, Part VI, Section A, line 7a	The Board of Directors consists of one representative designated and appointed by each member institution, who shall be the chief executive officer of such member institution or such other senior executive officer of such member institution as the Board of Directors may approve.
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, 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. During fiscal year 2010, the Organization expanded the monitoring and enforcement of 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 compensation of all employees, with the exception of the CEO, is based on comparisons to a bi-annual market survey which is performed by an outside firm, and in which the organization gears such salaries toward the 50th percentile of the survey. These salaries are managed through the Human Resources Department. 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.
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 Massachusetts Attorney General's office.
Form 990, Part XI, Line 2c:	The process of overseeing the financial statement audit and selecting an independent accounting firm has not changed from the prior year.	Oversight of Audit
Schedule R Part III	The 9 founding members of Yankee Alliance, Inc. are all, and the only, partners of 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 Supply Chain Cooperative 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	043027064	EIN
Primary Activities	Group Purchasing Services	PrimaryActivities
Legal Domicile State	MA	LegalDomicileState
Exempt Code Section	501(c)(3)	ExemptCodeSection
Public Charity Status	Line 3	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	1	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	0	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	1	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	1	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	0	PerformOfServicesByOtherOrgs
Sharing Of Facilities	0	SharingOfFacilities
Sharing Of Paid Employees	0	SharingOfPaidEmployees
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	0	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
Yankee Alliance LLC
E	52110
Yankee Alliance LLC
P	865358