2024-05-12T10:21:25-05:00 2023-06-30 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 021165072 990 2022-07-01 010676306 CAMBRIDGE HEALTH ALLIANCE FOUNDATION INC % AVERIL KANE CAMB 7812880311 COMMERCE PLACE 50 MAIN ST STE 31 MALDEN MA 02148 JILL BATTY CFO/TREASURER 7813380332 2024-04-22 true JILL BATTY 999009999 MIKE A CINCOTTA P01595811 6172662000 2024-04-29 2 2022 2023-04-26 12:10:37Z ASSAAD J SAYAH MD 1493 Cambridge St Cambridge MA 02139 3346189 false X https://www.challiance.org/donate X 2002 MA Fundraising support for the Cambridge Health Alliance and all related organizations. 14 12 0 12 0 0 2996219 3186898 0 0 7450 138528 0 0 3003669 3325426 755873 445721 0 0 504562 383143 0 0 684034 310900 300891 1571335 1129755 1432334 2195671 7044818 7649783 114115 220264 6930703 7429519 X THE ORGANIZATION PROVIDES FUNDRAISING SUPPORT FOR CHA AND ALL RELATED ORGANIZATIONS. PLEASE SEE SCHEDULE O FOR REMAINDER OF DISCLOSURE. false false 445721 445721 CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. (THE "ORGANIZATION") IS THE WHOLLY OWNED FUNDRAISING SUBSIDIARY AND A SUPPORTING ORGANIZATION OF CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"), A PUBLIC HEALTHCARE SYSTEM WHOSE MISSION IS TO IMPROVE THE HEALTH OF OUR COMMUNITIES. THE ORGANIZATION RAISES FUNDS TO SUPPORT CHA'S PROGRAMS, SERVICES, AND OPERATIONAL NEEDS. ALL OF THE ANNUAL FUNDS THAT CHA RECEIVES ARE UTILIZED TO SUPPORT SPECIFIC PROGRAMS AND ACTIVITIES. 445721 true true false false false false false false false true true false false false false false false true false false false false false false true false false true false true false false false false false false false false true false false false false true true true false false true 0 0 0 false false false false false true true false false false false false false X 14 12 true false false false true true true true true false false true true true true true false false false false MA X AVERIL KANE 7813380354 COMMERCE PLACE 350 MAIN STREET ST MALDEN MA 02148 ASSAAD J SAYAH MD CEO/DIRECTOR 2.0 53.0 X 0 959263 50100 JILL BATTY DIRECTOR/TREASURER 2.0 53.0 X X 0 549272 51345 ANDREW FUQUA CLERK 2.0 53.0 X 0 408874 20462 CONNIE YOUNG CLERK - FORMER 2.0 53.0 X 0 185269 38588 NANCY BUSNACH DIRECTOR 2.0 0.0 X 0 0 0 MARY CASSESSO DIRECTOR 0.0 0.0 X X 0 0 0 DENNIS CATALDO DIRECTOR 2.0 0.0 X 0 0 0 ROANN COSTIN DIRECTOR 2.0 0.0 X 0 0 0 CLAUDIA DAVIDOFF DIRECTOR 2.0 0.0 X 0 0 0 JOSEPH KAHAN DIRECTOR 2.0 0.0 X 0 0 0 CHRISTOPHER MCTAGUE DIRECTOR 2.0 0.0 X 0 0 0 ANNE ST GOAR DIRECTOR 2.0 0.0 X 0 0 0 WILLIAM LAHEY DIRECTOR 2.0 0.0 X 0 0 0 JONATHAN FLEMING DIRECTOR 2.0 0.0 X 0 0 0 STEVE CALLAHAN JR DIRECTOR 2.0 0.0 X 0 0 0 JOSHUA POSNER DIRECTOR 2.0 0.0 X 0 0 0 0 2102678 160495 0 true true false NONE 0 450927 2735971 207253 3186898 0 138528 138528 0 0 0 0 0 0 0 20763 450927 20763 0 0 0 0 0 0 0 3325426 138528 0 445721 445721 0 0 0 0 0 297247 297247 4545 4545 60466 60466 20885 20885 5250 5250 0 0 0 0 0 22520 22520 0 155620 155620 0 0 0 0 0 18265 18265 0 0 0 0 OTHER EXPENSES 99236 99236 1129755 445721 0 684034 0 0 6949141 7630829 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3322 166 0 3156 0 0 0 0 0 0 0 0 95677 15798 7044818 7649783 0 0 0 0 114115 220264 0 0 0 0 0 0 0 0 0 0 0 0 114115 220264 X 120369 -149515 6810334 7579034 6930703 7429519 7044818 7649783 X 2195671 -1696855 X false true X true false X X 1 CAMBRIDGE PUBLIC HEALTH COMMISSION 043320571 6 true 455721 0 1 455721 0 1755743 1612505 2543403 2996219 3186898 12094768 0 0 1755743 1612505 2543403 2996219 3186898 12094768 1437082 10657686 34101 22731 1861 7450 138528 204671 0 0 12299439 197280 0.86652 0.85100 X true true false false false false false false false false false false false false false true false PART I, LINE 12G: CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. (THE "ORGANIZATION") IS A WHOLLY-OWNED SUBSIDIARY OF THE CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"). CHA IS A GOVERNMENT ENTITY CREATED BY, AND CURRENTLY EXISTING PURSUANT TO, MASSACHUSETTS STATUTE, CHAPTER 147 OF THE ACTS AND RESOLVES OF 1996. PART IV, SECTION A, LINE 2: THE ORGANIZATION'S SOLE SUPPORTED ORGANIZATION IS THE CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"). CHA DOES NOT HAVE AN IRS DETERMINATION OF STATUS UNDER SECTION 509(A) (1) OR (2) OF THE INTERNAL REVENUE CODE (THE "CODE") BECAUSE IT IS A GOVERNMENTAL UNIT. CHA WAS CREATED IN 1996 BY CHAPTER 147 OF THE ACTS OF 1995 OF THE COMMONWEALTH OF MASSACHUSETTS (THE "ENABLING ACT") AS A "BODY POLITIC AND CORPORATE." IN THE ENABLING ACT, THE MASSACHUSETTS LEGISLATURE DECLARED [CHA] IS HEREBY CONSTITUTED A PUBLIC INSTRUMENTALITY AND THE EXERCISE BY [CHA] OF THE POWERS CONFERRED BY THIS ACT SHALL BE DEEMED AND HELD TO BE THE PERFORMANCE OF AN ESSENTIAL PUBLIC FUNCTION." THE ENABLING ACT FURTHER PROVIDES THAT CHA IS GOVERNED AND CONTROLLED BY A BOARD APPOINTED BY THE CITY MANAGER OF CAMBRIDGE. CONSEQUENTLY, CHA IS AN ORGANIZATION DESCRIBED IN SECTION 170(B) (1) (A) (V) AND, BY EXTENSION, SECTION 509(A) (1) OF THE CODE. CHA OPERATES, SUPERVISES, AND CONTROLS THE ORGANIZATION IN THE SAME MANNER THAT IT OPERATED, SUPERVISED, AND CONTROLLED, SOMERVILLE HOSPITAL, THE ORGANIZATION'S SISTER SUBSIDIARY, UNTIL IT WAS MERGED WITH AND INTO FELLOW SISTER SUBSIDIARY WHIDDEN MEMORIAL HOSPITAL, INC. BY LETTER TO SOMERVILLE HOSPITAL DATED JULY 25, 2013, THE INTERNAL REVENUE SERVICE STATED, "WE DETERMINED THAT YOU ARE A TYPE I SUPPORTING ORGANIZATION UNDER 509(A) (3). A TYPE I SUPPORTING ORGANIZATION IS OPERATED, SUPERVISED, OR CONTROLLED BY ONE OR MORE PUBLICLY SUPPORTED CHARITIES." THERE HAVE BEEN NO CHANGES TO CHA'S OPERATION, SUPERVISION, OR CONTROL OF THE ORGANIZATION SINCE JULY 25, 2013. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 236693 4407 241100 236434 259 236693 236434 41 41 236434 237877 -700 743 236434 236428 5 3018 1574 237877 1.00000 false true true 3322 166 3156 3156 Part V, Line 4: THE PURPOSE OF CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC.'S ENDOWMENT IS TO SUPPORT THE PROGRAMS AND OPERATIONS OF ITS SUPPORTED ORGANIZATION, THE CAMBRIDGE PUBLIC HEALTH COMMISSION. GOLF TOURNAMENT 97710 89547 8163 8163 ART OF HEALING 373980 361380 12600 12600 0 471690 450927 20763 20763 20763 true CAMBRIDGE PUBLIC HEALTH COMMISSION COMMERCE PLACE 350 MAIN STREET MA MALDEN MA 02148 043320571 GOV'T 445721 TO SUPPORT CHA PROGRAMS, SERVICES, AND OPERATIONAL NEEDS. 1 0 PART 1 LINE 2 THE CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. MAKES GRANTS ONLY TO ITS PARENT, CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA") TO SUPPORT CHA'S PROGRAMS AND HEALTH SERVICES. true false false false false false false false false JILL BATTY DIRECTOR/TREASURER 0 503036 0 0 0 46236 0 12131 0 39214 0 600617 0 0 CONNIE YOUNG CLERK - FORMER 0 185269 0 0 0 0 0 0 0 38588 0 223857 0 0 ANDREW FUQUA CLERK 0 382659 0 0 0 26215 0 6040 0 14421 0 429335 0 0 ASSAAD J SAYAH MD CEO/DIRECTOR 0 934243 0 0 0 25020 0 12136 0 37964 0 1009363 0 0 Part I, Line 3: EXECUTIVES ARE COMPENSATED FOR THEIR SERVICES AS EXECUTIVES OF CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. (THE "ORGANIZATION") THROUGH A RELATED ORGANIZATION'S PAYROLL. DIRECTORS OF THE ORGANIZATION WHO WERE COMPENSATED BY A RELATED ORGANIZATION WERE COMPENSATED FOR SERVICES THAT WERE RENDERED IN OTHER ROLES. THE ORGANIZATION RELIES ON ITS SOLE CORPORATE PARENT, CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"), TO DETERMINE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT. THE COMMITTEE IS COMPOSED OF INDEPENDENT PERSONS. TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT, CHA USED A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD OF CHA. CHA HAS ENTERED INTO A WRITTEN CONTRACT WITH SENIOR EXECUTIVES SERVING AS THE ORGANIZATION'S PRESIDENT. PART II: THE FOLLOWING INDIVIDUALS WERE BOARD MEMBERS AND OFFICERS WHO WERE COMPENSATED FOR THEIR POSITIONS AT THE ORGANIZATION'S SOLE CORPORATE MEMBER, CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE, AND ITS RELATED ORGANIZATIONS. CONNIE YOUNG (Former) ASSAAD SAYAH, MD JILL BATTY ANDREW FUQUA X 2 207253 FMV false false false PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER OF ITEMS. PART III, LINE 1: CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. (THE "ORGANIZATION") IS A WHOLLY OWNED SUBSIDIARY OF THE CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"), A PUBLIC HEALTH SYSTEM CREATED BY AND EXISTING PURSUANT TO A SPECIAL ACT OF THE MASSACHUSETTS LEGISLATURE. THE ORGANIZATION PROVIDES FUNDRAISING SUPPORT FOR CHA AND ALL RELATED ORGANIZATIONS IN FURTHERANCE OF CHA'S MISSION TO IMPROVE THE HEALTH OF COMMUNITIES IT SERVES. Part VI, Line 7a: CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE HAS THE RIGHT TO APPOINT, AND DOES APPOINT, ALL MEMBERS OF THE CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. BOARD OF DIRECTORS. Part VI, Line 7b: AS SET FORTH IN THE BYLAWS OF CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. (THE "ORGANIZATION"), CERTAIN ACTIONS OF THE ORGANIZATION'S BOARD OF DIRECTORS MUST BE APPROVED BY CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA"), THE ORGANIZATION'S SOLE CORPORATE MEMBER. THESE ACTIONS REQUIRING CHA APPROVAL INCLUDE ADOPTION OF THE ORGANIZATION'S BUDGET; ANY MERGER, CONSOLIDATION, JOINT VENTURE, OR AFFILIATION; ANY CAPITAL TRANSACTION OR INCURRENCE OF DEBT GREATER THAN $500,000; AMENDMENTS TO THE ORGANIZATION'S BYLAWS OR ARTICLES OF ORGANIZATION; THE SALE OR OTHER DISPOSITION OF OR MORTGAGE OR GRANT OF A SECURITY INTEREST IN ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS; AND DISSOLUTION OR LIQUIDATION OF THE ORGANIZATION. CHA HAS AUTHORITY TO APPROVE OR DENY ANY SUCH DECISION MADE BY THE ORGANIZATION'S BOARD OF DIRECTORS. ITEMS CAN BE RECOMMENDED TO THE BOARD OF CHA OR ITS COMMITTEES FOR REVIEW AND APPROVAL. PART VI, Line 11: CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC.'S FORM 990 WAS PREPARED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ACCOUNTANTS AND PAID PREPARER (ERNST & YOUNG LLP). CAMBRIDGE HEALTH ALLIANCE FOUNDATION INC.'S INTERNAL MANAGEMENT AND CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA") EMPLOYEES REVIEWED THE FORM 990 AND PROVIDED COMMENTS AND CHANGES. ONCE THE RETURN WAS UPDATED THE FORM 990 WAS PRESENTED FOR REVIEW TO EACH VOTING MEMBER OF THE CHA BOARD OF TRUSTEES FINANCE COMMITTEE. ERNST & YOUNG LLP THEN FINALIZED THE FORM 990 BASED ON THE REVIEW AND FEEDBACK OF THE CHA BOARD OF TRUSTEES FINANCE COMMITTEE. COPIES OF THE COMPLETED FORM 990 WERE DISTRIBUTED IN ELECTRONIC OR PAPER FORM TO MEMBERS OF THE CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC.'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. Part VI, Line 12c: THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY FOR ITS DIRECTORS AND ONE FOR ITS OFFICERS. THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THESE CONFLICT OF INTEREST POLICIES BY ANNUALLY SURVEYING ITS OFFICERS AND DIRECTORS. OFFICERS AND DIRECTORS ARE ALSO GIVEN A COPY OF THE APPLICABLE CONFLICT OF INTEREST POLICY ALONG WITH THE ANNUAL SURVEY AND ARE REMINDED OF THEIR OBLIGATION TO PROMPTLY REPORT ANY NEW POTENTIAL CONFLICTS THAT ARISE. THE COMPLIANCE OFFICER REVIEWS THE RESPONSES. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE APPLICABLE INDIVIDUAL IS PRECLUDED FROM PARTICIPATING IN DELIBERATION ON OR DECISION-MAKING REGARDING THE TOPIC GIVING RISE TO THE CONFLICT. EACH CONFLICT POLICY CONTAINS DISCIPLINARY PROVISIONS TO ADDRESS VIOLATIONS OF THE POLICY. Part VI, Line 15a: THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF THE ORGANIZATION'S SOLE MEMBER, CAMRBIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE ("CHA") IS THE AUTHORIZED BODY FOR REVIEWING THE PRESIDENT'S COMPENSATION. THE PRESIDENT IS AN EMPLOYEE OF A RELATED ORGANIZATION THAT PROVIDES THE PRESIDENT'S SERVICES TO THE ORGANIZATION. THE COMMITTEE IS COMPOSED OF INDEPENDENT PERSONS. THE COMMITTEE RELIED UPON COMPARABILITY DATA OBTAINED BY AN INDEPENDENT CONSULTANT WHEN APPROVING THE PRESIDENT'S 2022 COMPENSATION AND DOCUMENTED THEIR DECISION IN THE BOARD MINUTES. Part VI, Line 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC EITHER BY MAIL OR IN PERSON AT THE ORGANIZATION'S OFFICE, DEPENDING ON THE FORM OF REQUEST. PART XI, LINE 9: CHANGE IN NET ASSETS OR FUND BALANCE INCLUDED: NET CHANGE IN GRANT DEFERRED - ($106,149) TRANSFER OF INTERCOMPANY BALANCES TO FUND BALANCE - ($1,590,706) Part VI, Line 2 JILL BATTY, ANDREW FUQUA, ASSAAD SAYAH, MD ARE, AND CONNIE YOUNG WAS, ALSO EMPLOYEES OF CAMBRIDGE PUBLIC HEALTH COMMISSION OR ITS OTHER WHOLLY-OWNED SUBSIDIARIES, AND THEREFORE HAVE A BUSINESS RELATIONSHIP. Part VI, Line 6 CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEALTH ALLIANCE IS THE SOLE CORPORATE MEMBER OF CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. Part VI, Line 14 THE ORGANIZATION HAS AN ACTIVE DOCUMENT RETENTION AND DESTRUCTION POLICY APPROVED BY MANAGEMENT. THIS POLICY HAS NOT BEEN APPROVED BY THE BOARD OR A COMMITTEE OF THE BOARD AS OF JUNE 30, 2023. Part VI, Line 15b THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF CAMBRIDGE PUBLIC HEALTH COMMISSION D/B/A CAMBRIDGE HEATH ALLIANCE ("CHA") IS THE "AUTHORIZED BODY" FOR REVIEWING COMPENSATION OF ALL OFFICERS OF CHA AND ITS SUBSIDIARIES, INCLUDING CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. (THE "ORGANIZATION"). THE COMPENSATION COMMITTEE ALSO REVIEWS ALL COMPENSATION OF CLINICAL DEPARTMENT CHIEFS AND THOSE KEY EMPLOYEES OF CHA AND ITS SUBSIDIARIES (INCLUDING THE ORGANIZATION) WHO ARE "DISQUALIFIED PERSONS" UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE. THE COMPENSATION COMMITTEE CONSISTS OF INDEPENDENT MEMBERS AND REVIEWS AND RECOMMENDS COMPENSATION BASED ON MARKET DATA AND BENCHMARKS PROVIDED BY INDEPENDENT CONSULTANTS. Part VIII, Line 8a THE GROSS RECEIPTS FROM THE GOLF TOURNAMENT EVENT WERE RECORDED AS FULLY RESTRICTED FUNDS DURING THE FISCAL YEAR. Part IX, Line 7 CAMBRIDGE HEALTH ALLIANCE FOUNDATION, INC. DOES NOT HAVE ANY EMPLOYEES. THE FORM 990 PART IX SHOWS SALARIES EXPENSE BECAUSE IT IS REIMBURSED TO A RELATED ORGANIZATION. CHA GENERAL SERVICES INC COMMERCE PLACE 350 MAIN ST MALDEN MA 02148 043561265 SEE PART VII MA 501(C)(3) 12A CPHC false CHA MANAGEMENT SERVICES INC COMMERCE PLACE 350 MAIN ST MALDEN MA 02148 043476565 SEE PART VII MA 501(C)(3) 12A CPHC false INSTITUTE FOR COMMUNITY HEALTHINC COMMERCE PLACE 350 MAIN ST MALDEN MA 02148 043543853 HLTH RESEARCH MA 501(C)(3) 7 CPHC false CAMBRIDGE HEALTH ALLIANCE PHYS ORG INC COMMERCE PLACE 350 MAIN ST MALDEN MA 02148 043167608 PHYSICIAN SVC MA 501(C)(3) 7 CPHC false CAMBRIDGE PUBLIC HEALTH COMMISSION COMMERCE PLACE 350 MAIN ST MALDEN MA 02148 043320571 HEALTHCARE MA N/A NA false false false false false false false false false false false false false false true true true false false CHA GENERAL SERVICES INC O 2170776 COST Cambridge Health Alliance Phy Org Inc O 505734 COST PART II, LINE 1, COLUMN (B) CHA GENERAL SERVICES, INC. PRIMARY ACTIVITY: REAL ESTATE HOLDING AND EMPLOYMENT SERVICES SUPPORTING ORGANIZATION FOR CAMBRIDGE PUBLIC HEALTH COMMISSION. PART II, LINE 3, COLUMN (B) CHA MANAGEMENT SERVICES, INC. PRIMARY ACTIVITY: ASSET HOLDING SUPPORTING ORGANIZATION FOR CAMBRIDGE PUBLIC HEALTH COMMISSION.