FALLON COMMUNITY HEALTH PLAN INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FALLON COMMUNITY HEALTH PLAN INC (EIN 23-7442369)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349305652
- Schema version
- 2023v5.1
- 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) |
|---|---|---|
| Return | 2024-11-13T11:43:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237442369 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FALLON COMMUNITY HEALTH PLAN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELIZABETH CREAVIN | InCareOfNm |
| Business Name Control | FALL | BusinessNameControlTxt |
| Phone | 5087992100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MERCANTILE STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD BAILEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5087992100 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICA R MCREYNOLDS | PreparerPersonNm |
| PTIN | P00977806 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2024-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FALLON HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TODD BAILEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MERCANTILE STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,828,103,053 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.fchp.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O Improving Health and Inspiring Hope | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1407 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,739,420,952 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,731,530,749 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,960,215 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,690,098 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$37,281 | PYOtherRevenueAmt |
| CY Other Revenue | $5,417,810 | CYOtherRevenueAmt |
| PY Total Revenue | $1,747,343,886 | PYTotalRevenueAmt |
| CY Total Revenue | $1,751,638,657 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,056,023 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $888,536 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $1,564,698,348 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $1,653,274,959 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $114,149,739 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $117,484,945 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $49,136,525 | PYOtherExpensesAmt |
| CY Other Expenses | $46,288,790 | CYOtherExpensesAmt |
| PY Total Expenses | $1,729,040,635 | PYTotalExpensesAmt |
| CY Total Expenses | $1,817,937,230 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,303,251 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$66,298,573 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $698,844,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $759,646,277 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $442,003,253 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $543,577,481 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $256,841,236 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $216,068,796 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BE THE LEADER IN PROVIDING EXCEPTIONAL COORDINATED CARE AND COVERAGE THAT MEETS THE UNIQUE, DIVERSE AND CHANGING NEEDS OF OUR MEMBERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,653,274,959 | ExpenseAmt |
| Revenue | $1,731,530,749 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $114,605,723 | ExpenseAmt |
| Grant | $888,536 | GrantAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,767,880,682 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4259 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1407 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH CREAVIN | PersonNm |
| Phone | 5087992100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MERCANTILE STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD P BURKE | ||||||||||
| PRESIDENT & CEO | 44.0 | 6.0 | Yes (X) | Yes (X) | $2,063,580 | $0 | $300,277 | |||
| TODD BAILEY | ||||||||||
| SVP, CHIEF FINANCIAL OFFICER | 47.0 | 3.0 | Yes (X) | $693,317 | $0 | $70,715 | ||||
| DAVID BRUMLEY MD | ||||||||||
| SVP and Chief Medical Officer | 50.0 | 0.0 | $610,843 | $0 | $90,026 | Yes (X) | ||||
| EMILY L WEST | ||||||||||
| SVP, CHIEF OPERATING OFFICER | 50.0 | 0.0 | $593,098 | $0 | $83,485 | Yes (X) | ||||
| JILL GREEN LEBOW | ||||||||||
| SVP, CHIEF HR OFFICER | 48.0 | 2.0 | $570,576 | $0 | $88,084 | Yes (X) | ||||
| MARY RITTER | ||||||||||
| SVP, CHIEF STRTGY & GOVT. PROG | 49.0 | 1.0 | $563,884 | $0 | $88,583 | Yes (X) | ||||
| MATTHEW HERNDON | ||||||||||
| SVP, Chief State Prog. Officer | 50.0 | 0.0 | $496,743 | $0 | $81,490 | Yes (X) | ||||
| LINDA WEINREB | ||||||||||
| MEDICAL DIRECTOR, MCD ACO | 50.0 | 0.0 | $445,640 | $0 | $96,077 | Yes (X) | ||||
| SEAN MURPHY | ||||||||||
| CHIEF NETWORK STRATEGIST | 45.0 | 5.0 | $429,183 | $0 | $96,372 | Yes (X) | ||||
| ELIZABETH CREAVIN | ||||||||||
| VP, CORPORATE CONTROLLER | 45.0 | 5.0 | $428,932 | $0 | $70,800 | Yes (X) | ||||
| JAMES GENTILE | ||||||||||
| SVP, CHIEF COMPLIANCE OFFICER | 48.0 | 2.0 | $431,600 | $0 | $63,644 | Yes (X) | ||||
| KRISTINE BOSTEK | ||||||||||
| SVP, PACE Programs | 35.0 | 15.0 | $401,130 | $0 | $76,853 | Yes (X) | ||||
| CHRISTINE CASSIDY | ||||||||||
| SVP, CHIEF COMM. OFFICER | 49.5 | 0.5 | $396,155 | $0 | $70,166 | Yes (X) | ||||
| DEBORAH DAVIAU | ||||||||||
| VP,MEDICARE AND NAVICARE | 50.0 | 0.0 | $311,418 | $0 | $20,551 | Yes (X) | ||||
| JANIS LIEPINS | ||||||||||
| VP Medicaid | 49.5 | 0.5 | $263,303 | $0 | $24,186 | Yes (X) | ||||
| FREDERICK MISILO ESQ | ||||||||||
| CHAIR | 3.0 | 2.0 | Yes (X) | Yes (X) | $68,250 | $0 | $0 | |||
| JAMES R BUONOMO | ||||||||||
| CLERK | 2.0 | 2.0 | Yes (X) | Yes (X) | $62,000 | $0 | $0 | |||
| B JOHN DILL | ||||||||||
| VICE CHAIR | 2.0 | 2.0 | Yes (X) | Yes (X) | $61,250 | $0 | $0 | |||
| JOSEPH N STOLBERG CPA | ||||||||||
| TREASURER | 1.5 | 0.5 | Yes (X) | Yes (X) | $59,750 | $0 | $0 | |||
| DEBORAH C ENOS | ||||||||||
| DIRECTOR | 1.0 | 0.5 | Yes (X) | $59,500 | $0 | $0 | ||||
| PETER F STRALEY | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $51,750 | $0 | $0 | ||||
| WANDA J MCCLAIN | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $51,750 | $0 | $0 | ||||
| JANET S RICO | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $40,250 | $0 | $0 | ||||
| VICTOR WOOLRIDGE | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $34,250 | $0 | $0 | ||||
| ALICE BONNER | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $33,750 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,221,902 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,321,309 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 371 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAFEWAY LUXURY TRANSPORTATION | |||||
| 112 GROVE ST REAR | WORCESTER | MA | 01605 | TRANSPORTATION SERVI | $1,899,204 |
| EPSTEIN BECKER AND GREEN PC | |||||
| 1227 25TH ST NW STE 700 | WASHINGTON | DC | 20037 | LEGAL SERVICES | $1,301,482 |
| CDW DIRECT LLC | |||||
| PO BOX 75723 | CHICAGO | IL | 60675 | TECHNOLOGY PRODUCTS | $781,316 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| PO BOX 7247-8001 | PHILADELPHIA | PA | 19170 | AUDIT/TAXES | $720,682 |
| CHANGE HEALTHCARE LLC | |||||
| 5995 WINDWARD PARKWAY | ALTHARETTA | GA | 30005 | HEALTHCARE CONSULTIN | $645,258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREMIUM REVENUE | Desc |
| Business | 524114 | BusinessCd |
| Total Revenue Column | $1,731,530,749 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,731,530,749 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,731,530,749 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,329,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,329,302 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,598 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,598 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $73,760,595 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $76,399,798 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,639,203 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,639,204 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,639,204 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| SUBSIDIARY LOSS/GAIN | 524298 | $5,932,045 | $0 | $0 | $5,932,045 |
| MINORITY INTEREST | 900099 | -$687,806 | $0 | $0 | -$687,806 |
| CLASS ACTION LAWSUIT & PACE EDUCATION | 900099 | $170,571 | $0 | $0 | $170,571 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,417,810 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,751,638,657 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,731,530,749 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,107,908 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888,536 | TotalAmt |
| Program Services | $888,536 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,653,274,959 | TotalAmt |
| Program Services | $1,653,274,959 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,258,540 | TotalAmt |
| Program Services | $4,193,045 | ProgramServicesAmt |
| Management And General | $2,065,495 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,717,667 | TotalAmt |
| Program Services | $1,985,877 | ProgramServicesAmt |
| Management And General | $731,790 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,100,680 | TotalAmt |
| Program Services | $61,454,782 | ProgramServicesAmt |
| Management And General | $22,645,898 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,786,030 | TotalAmt |
| Program Services | $2,766,561 | ProgramServicesAmt |
| Management And General | $1,019,469 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,303,370 | TotalAmt |
| Program Services | $8,990,426 | ProgramServicesAmt |
| Management And General | $3,312,944 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,318,658 | TotalAmt |
| Program Services | $6,078,682 | ProgramServicesAmt |
| Management And General | $2,239,976 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,832,047 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,832,047 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,875,805 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,875,805 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,439 | TotalAmt |
| Program Services | $252,439 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,158,775 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,158,775 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,576,567 | TotalAmt |
| Program Services | $7,291,657 | ProgramServicesAmt |
| Management And General | $2,284,910 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,420,391 | TotalAmt |
| Program Services | $681,681 | ProgramServicesAmt |
| Management And General | $738,710 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,215,621 | TotalAmt |
| Program Services | $3,104,835 | ProgramServicesAmt |
| Management And General | $2,110,786 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,044,760 | TotalAmt |
| Program Services | $15,608,382 | ProgramServicesAmt |
| Management And General | $436,378 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,483,320 | TotalAmt |
| Program Services | $185,363 | ProgramServicesAmt |
| Management And General | $1,297,957 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,004 | TotalAmt |
| Program Services | $51,793 | ProgramServicesAmt |
| Management And General | $35,211 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,400 | TotalAmt |
| Program Services | $94,295 | ProgramServicesAmt |
| Management And General | $64,105 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,752 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $9,752 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,492,288 | TotalAmt |
| Program Services | $140,993 | ProgramServicesAmt |
| Management And General | $3,351,295 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,084 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,198,084 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DUES/SUBSCRIPTIONS | $1,215,537 | $836,376 | $379,161 |
| OTHER TAXES | $268,000 | $0 | $268,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,817,937,230 | TotalAmt |
| Program Services | $1,767,880,682 | ProgramServicesAmt |
| Management And General | $50,056,548 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,971,299 | BOYAmt |
| EOY | $74,074,095 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,743,675 | BOYAmt |
| EOY | $134,214,823 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,665,677 | BOYAmt |
| EOY | $4,881,221 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $44,396,052 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,432,030 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,688,784 | BOYAmt |
| EOY | $7,964,022 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,738,109 | BOYAmt |
| EOY | $479,453,303 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,036,945 | BOYAmt |
| EOY | $59,058,813 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,844,489 | BOYAmt |
| EOY | $759,646,277 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,783,190 | BOYAmt |
| EOY | $539,617,647 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,220,063 | BOYAmt |
| EOY | $3,959,834 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442,003,253 | BOYAmt |
| EOY | $543,577,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,841,236 | BOYAmt |
| EOY | $216,068,796 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,841,236 | BOYAmt |
| EOY | $216,068,796 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,844,489 | BOYAmt |
| EOY | $759,646,277 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$66,298,573 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,526,133 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $5,000 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,569,180,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,629,023,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,764,526,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,739,420,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,731,530,749 | CurrentTaxYearAmt |
| Total | $8,433,682,305 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,569,180,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,629,023,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,764,531,148 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,739,420,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,731,530,749 | CurrentTaxYearAmt |
| Total | $8,433,687,305 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,794,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,713,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,157,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,369,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,546,950 | CurrentTaxYearAmt |
| Total | $133,582,904 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,794,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,713,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,157,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,369,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,546,950 | CurrentTaxYearAmt |
| Total | $133,582,904 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $8,300,104,401 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,252,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,017,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,580,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,277,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,393,900 | CurrentTaxYearAmt |
| Total | $60,521,248 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,252,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,017,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,580,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,277,048 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,393,900 | CurrentTaxYearAmt |
| Total | $60,521,248 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $270,778 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,571 | CurrentTaxYearAmt |
| Total | $812,763 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,578,585,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,638,311,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,775,165,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,753,860,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,749,098,220 | CurrentTaxYearAmt |
| Total | $8,495,021,316 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97706 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97235 | PublicSupportPY509Pct |
| Investment Income CY | 0.00712 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00618 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPORT TEST | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE A, PART III THE ORGANIZATION'S IRS DETERMINATION LETTER INDICATES THAT THIS ORGANIZATION QUALIFIES AS A PUBLICLY SUPPORTED CHARITY UNDER SECTION 170(B)(1)(a)(vi); HOWEVER, THE ORGANIZATION QUALIFIES AS A 509(A)(2) ORGANIZATION. SCHEDULE A HAS BEEN COMPLETED IN ACCORDANCE WITH THE FORM INSTRUCTIONS UNDER THE 509(A)(2) TEST. | ExplanationTxt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Form4720 Filed | false | Form4720FiledInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $303,520 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $303,520 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Direct Lobbying Expense | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE C, PART IV SUPPLEMENTAL INFORMATION: FCHP PAID A TOTAL OF $303,520 LOBBYING EXPENSES AS FOLLOWS: MAHP DUES (MASS ASSOC OF HEALTH PLANS) 107,562 BERNSTEIN SHUR SWAYER & NELSON PA 63,000 ALLIANCE OF COMMUNITY HEALTH PLANS 55,136 MASSPACE INC 17,725 ASSOCIATION FOR COMM AFFILIATED PLANS 5,390 NATIONAL PACE ASSOCIATION 3,626 ----------- SUBTOTAL NON-EMPLOYEES $252,439 STAFF SALARIES ASSOCIATED WITH LOBBYING 51,081 ------------ TOTAL OF ALL LOBBYING EXPENSES PAID $303,520 IN 2023, FALLON STAFF ENGAGED WITH VARIOUS REGULATORY AGENCIES ON HEALTHCARE POLICIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,890,814 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,610,907 | DepreciationAmt |
| Book Value | $279,907 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,597,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,927,925 | DepreciationAmt |
| Book Value | $1,669,973 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,907,340 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,893,198 | DepreciationAmt |
| Book Value | $6,014,142 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,964,022 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN FHLAC | $24,331,994 |
| INVESTMENT IN FTC | $217,636 |
| INVESTMENT IN FHW | $14,266,430 |
| OPERATING LEASE ROU ASSET | $20,242,753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $59,058,813 | TotalBookValueOtherAssetsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (34 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Worcester Regional Chamber of Commerce | ||||||||
| 311 Main St Suite 200 | Worcester | MA | 01608 | 041988780 | 501(c)(6) | $32,050 | GENERAL SUPPORT | |
| WORCESTER COUNTY FOOD BANK | ||||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | 043071457 | 501(C)(3) | $55,000 | GENERAL SUPPORT | |
| United Way of Central MA | ||||||||
| 18 Chestnut St Ste 530 | Worcester | MA | 01608 | 042104017 | 501(C)(3) | $15,000 | GENERAL SUPPORT | |
| Worcester Regional Research Bureau | ||||||||
| 100 Front St FL 19 | WORCESTER | MA | 01608 | 042901298 | 501(C)(3) | $7,000 | GENERAL SUPPORT | |
| MERRIMACK VALLEY FOOD BANK INC | ||||||||
| PO Box 8638 | LOWELL | MA | 01853 | 223241609 | 501(C)(3) | $12,000 | GENERAL SUPPORT | |
| CENTRAL MA HOUSING ALLIANCE | ||||||||
| 6 INSTITUTE ROAD | WORCESTER | MA | 01609 | 042791488 | 501(C)(3) | $10,000 | GENERAL SUPPORT | |
| RON BURTON TRAINING VILLAGE | ||||||||
| PO BOX 2 | HUBBARDSTON | MA | 01452 | 222570218 | 501(C)(3) | $26,350 | GENERAL SUPPORT | |
| VETERANS INC | ||||||||
| 69 Grove Street | WORCESTER | MA | 01605 | 043098024 | 501(C)(3) | $7,500 | GENERAL SUPPORT | |
| Community Harvest Project | ||||||||
| 37 Wheeler Road | North Grafton | MA | 01536 | 043424018 | 501(C)(3) | $15,000 | GENERAL SUPPORT | |
| Boston Area Gleaners Inc | ||||||||
| 91 Martin Street | Acton | MA | 01720 | 300434755 | 501(c)(3) | $15,000 | GENERAL SUPPORT | |
| Discover Central MA | ||||||||
| 311 Main Street | Worcester | MA | 01608 | 474881059 | 501(c)(6) | $30,000 | GENERAL SUPPORT | Suite 200 |
| Food Link Inc | ||||||||
| 108 Summer Street | Arlington | MA | 02474 | 471840355 | 501(c)(3) | $10,000 | GENERAL SUPPORT | |
| Massachusetts Taxpayers Foundation | ||||||||
| 333 Washington St Ste 853 | Boston | MA | 02108 | 041590310 | 501(c)(3) | $7,000 | GENERAL SUPPORT | |
| Southeast Asian Coalition of Central MA | ||||||||
| 50 Portland St Ste 521 | Worcester | MA | 01608 | 043393955 | 501(c)(3) | $18,500 | GENERAL SUPPORT | |
| Worcester Railers HC Charitable Foundation | ||||||||
| 500 Cummings Center | Beverly | MA | 01915 | 811645767 | 501(c)(3) | $125,000 | GENERAL SUPPORT | Ste 6050 |
| Berkshire Bounty | ||||||||
| PO Box 1037 | Great Barrington | MA | 01230 | 830905992 | 501(c)(3) | $15,000 | GENERAL SUPPORT | |
| Cambodian Mutual Assist Assoc of Greater Lowell | ||||||||
| 465 School st | Lowell | MA | 01851 | 222553560 | 501(c)(3) | $11,000 | GENERAL SUPPORT | |
| Community Access to the Arts | ||||||||
| 420 Stockbridge Rd | Gt Barrington | MA | 01230 | 043196265 | 501(c)(3) | $10,000 | GENERAL SUPPORT | Ste 2 |
| Digger Foods | ||||||||
| 63 Pleasant St | Sharon | MA | 02067 | 874490352 | 501(c)(3) | $15,000 | GENERAL SUPPORT | |
| Elder Services of Worcester Area Inc | ||||||||
| 67 Millbrook St | Worcester | MA | 01606 | 042545221 | 501(c)(3) | $10,000 | GENERAL SUPPORT | Ste 100 |
| Foundant | ||||||||
| 149 Willow Peak Dr | Bozeman | MT | 59718 | 208081996 | 501(c)(3) | $10,500 | GENERAL SUPPORT | |
| Greater Worcester Community Foundation | ||||||||
| 1 Mercantile St | Worcester | MA | 01608 | 042572276 | 501(c)(3) | $150,000 | GENERAL SUPPORT | Ste 010 |
| Hanover Theatre for the Performing Arts | ||||||||
| 2 Southbridge st | Worcester | MA | 01608 | 050521735 | 501(c)(3) | $7,605 | GENERAL SUPPORT | |
| Making Opportunity Count | ||||||||
| 601 River St | Fitchburg | MA | 01420 | 042401111 | 501(c)(3) | $17,611 | GENERAL SUPPORT | |
| MA Association of Health Plans | ||||||||
| 20 Ashburton Place | Boston | MA | 02108 | 222518016 | 501(c)(4) | $5,170 | GENERAL SUPPORT | |
| MA League of Community Health Centers | ||||||||
| 40 Court St | Boston | MA | 02108 | 042507409 | 501(c)(3) | $10,000 | GENERAL SUPPORT | |
| Mill City Grows | ||||||||
| 650 Suffolk St Ste G10 | Lowell | MA | 01854 | 472096070 | 501(c)(3) | $15,000 | GENERAL SUPPORT | |
| Neighbors in Need | ||||||||
| PO BOX 447 | Lawrence | MA | 01842 | 222481699 | 501(c)(3) | $15,000 | GENERAL SUPPORT | |
| New England Council | ||||||||
| 98 N Washington St Ste 201 | Boston | MA | 02114 | 041661090 | 501(c)(6) | $12,500 | GENERAL SUPPORT | |
| Spoonfuls Inc | ||||||||
| 189 Wells Ave Ste 100 | Newton | MA | 02459 | 271810597 | 501(c)(3) | $15,000 | GENERAL SUPPORT | |
| The Salvation Army - Springfield | ||||||||
| 170 Pearl St | Springfield | MA | 01105 | 135562351 | 501(c)(3) | $10,000 | GENERAL SUPPORT | |
| UMASS Memorial Health Care | ||||||||
| 365 Plantation St | Worcester | MA | 01605 | 043358566 | 501(c)(3) | $16,000 | GENERAL SUPPORT | |
| Worcester Art Museum | ||||||||
| 55 Morgan Rd | Worcester | MA | 01609 | 050521735 | 501(c)(3) | $10,000 | GENERAL SUPPORT | |
| Worcester Regional Strategic Opport Foundation | ||||||||
| 311 Main St Suite 200 | Worcester | MA | 01608 | 043265642 | 501(c)(3) | $20,000 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS: FCHP GRANTS ARE CLASSIFIED EITHER AS A COMMUNITY BENEFIT GRANT OR A COMMUNITY RELATIONS GRANT. THE COMMUNITY BENEFIT GRANTS ARE VERIFIED TO ENSURE THAT EACH RECIPIENT IS A 501(C)(3) ORGANIZATION. THE COMMUNITY RELATIONS GRANTS ARE VERIFIED TO ENSURE THAT THE RECIPIENT ORGANIZATION'S IRS STATUS IS LISTED AS A TAX-EXEMPT ORGANIZATION IN THE INTERNAL REVENUE CODE SECTION 501(C). EACH RECIPIENT OF FCHP GRANT HAS SPECIFIC INSTRUCTIONS TO BE FOLLOWED AS TO THE USE OF THE GRANT, AND THAT THE GRANT IS TO BE EXPENDED WITHIN 1 YEAR FROM THE AWARD. FOR ANY GRANTS IN EXCESS OF $10,000, FCHP REQUESTS A GRANT REPORT DETAILING THE GRANT USES. THESE REPORTS ARE REVIEWED AND KEPT ON FILE AT FCHP. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD P BURKE | ||||||||||||||
| PRESIDENT & CEO | $948,432 | $0 | $565,820 | $0 | $549,328 | $0 | $254,850 | $0 | $45,427 | $0 | $2,363,857 | $0 | $1,078,170 | $0 |
| TODD BAILEY | ||||||||||||||
| SVP, CHIEF FINANCIAL OFFICER | $481,934 | $0 | $186,149 | $0 | $25,234 | $0 | $61,260 | $0 | $9,455 | $0 | $764,032 | $0 | $196,483 | $0 |
| DAVID BRUMLEY MD | ||||||||||||||
| SVP and Chief Medical Officer | $437,129 | $0 | $163,046 | $0 | $10,668 | $0 | $50,227 | $0 | $39,799 | $0 | $700,869 | $0 | $163,046 | $0 |
| EMILY L WEST | ||||||||||||||
| SVP, CHIEF OPERATING OFFICER | $432,739 | $0 | $152,250 | $0 | $8,109 | $0 | $53,800 | $0 | $29,685 | $0 | $676,583 | $0 | $152,250 | $0 |
| JILL GREEN LEBOW | ||||||||||||||
| SVP, CHIEF HR OFFICER | $403,398 | $0 | $146,660 | $0 | $20,518 | $0 | $48,832 | $0 | $39,252 | $0 | $658,660 | $0 | $155,758 | $0 |
| MARY RITTER | ||||||||||||||
| SVP, CHIEF STRTGY & GOVT. PROG | $394,398 | $0 | $144,433 | $0 | $25,053 | $0 | $51,850 | $0 | $36,733 | $0 | $652,467 | $0 | $163,942 | $0 |
| MATTHEW HERNDON | ||||||||||||||
| SVP, Chief State Prog. Officer | $352,960 | $0 | $140,288 | $0 | $3,495 | $0 | $47,831 | $0 | $33,659 | $0 | $578,233 | $0 | $130,288 | $0 |
| LINDA WEINREB | ||||||||||||||
| MEDICAL DIRECTOR, MCD ACO | $333,136 | $0 | $98,861 | $0 | $13,643 | $0 | $57,006 | $0 | $39,071 | $0 | $541,717 | $0 | $98,861 | $0 |
| SEAN MURPHY | ||||||||||||||
| CHIEF NETWORK STRATEGIST | $310,301 | $0 | $116,560 | $0 | $2,322 | $0 | $54,827 | $0 | $41,545 | $0 | $525,555 | $0 | $0 | $0 |
| ELIZABETH CREAVIN | ||||||||||||||
| VP, CORPORATE CONTROLLER | $314,722 | $0 | $112,918 | $0 | $1,292 | $0 | $63,000 | $0 | $7,800 | $0 | $499,732 | $0 | $0 | $0 |
| JAMES GENTILE | ||||||||||||||
| SVP, CHIEF COMPLIANCE OFFICER | $301,412 | $0 | $112,047 | $0 | $18,141 | $0 | $43,350 | $0 | $20,294 | $0 | $495,244 | $0 | $127,206 | $0 |
| KRISTINE BOSTEK | ||||||||||||||
| SVP, PACE Programs | $289,167 | $0 | $109,069 | $0 | $2,894 | $0 | $36,857 | $0 | $39,996 | $0 | $477,983 | $0 | $109,069 | $0 |
| CHRISTINE CASSIDY | ||||||||||||||
| SVP, CHIEF COMM. OFFICER | $253,820 | $0 | $100,880 | $0 | $41,455 | $0 | $40,908 | $0 | $29,258 | $0 | $466,321 | $0 | $115,599 | $0 |
| DEBORAH DAVIAU | ||||||||||||||
| VP,MEDICARE AND NAVICARE | $232,961 | $0 | $71,458 | $0 | $6,999 | $0 | $6,374 | $0 | $14,177 | $0 | $331,969 | $0 | $71,458 | $0 |
| JANIS LIEPINS | ||||||||||||||
| VP Medicaid | $134,120 | $0 | $107,475 | $0 | $21,708 | $0 | $11,759 | $0 | $12,427 | $0 | $287,489 | $0 | $107,475 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3: | THE FCHP BOARD HAS THE AUTHORITY AND DISCRETION TO DETERMINE COMPENSATION OF THE SENIOR EXECUTIVES AND EXECUTIVE INCENTIVES. THE DISCRETION IS TYPICALLY EXERCISED THROUGH THE BOARD'S EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE, WHICH HAS THE AUTHORITY TO DISCHARGE THE BOARD'S RESPONSIBILITIES FOR COMPENSATION AND EXECUTIVE INCENTIVES. HOWEVER, THE DISCRETIONARY COMPENSATION/INCENTIVES RECOMMENDED MUST BE WITHIN THE PARAMETERS OF THE STANDARDS THAT THE COMMITTEE HAS ESTABLISHED AND NEEDS TO BE CONSISTENT WITH THE IRS STANDARDS OF REASONABLENESS FOR SUCH INCENTIVES PROVIDED TO NONPROFIT EXECUTIVES. |
| SCHEDULE J, PART I, LINE 4B: | SEE ALSO PART I, LINE 7 SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FCHP OFFERED A SUPPLEMENTAL EXECUTIVE RETIREMENT 457(F) PLAN (SERP), THAT COVERED CERTAIN EXECUTIVES IN THE ORGANIZATION. PARTICIPANTS IN THIS PLAN VESTED ANNUALLY AND RECEIVED DISTRIBUTIONS ONCE VESTING REQUIREMENTS WERE MET. SERP CONTRIBUTIONS COULD BE MADE ON BEHALF OF AN EMPLOYEE WHO WAS THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, THE DIVISION PRESIDENT, SENIOR CARE SERVICES, AN EXECUTIVE OR SENIOR VICE PRESIDENT. IN ADDITION, CONTRIBUTIONS COULD BE MADE ON BEHALF OF ANY EMPLOYEE WHO WAS DESIGNATED AS ELIGIBLE FOR A PLAN BY THE BOARD AT ITS DISCRETION. THE 457 (F) PLAN SERP WAS FROZEN ON DECEMBER 31, 2021 AND THE BOARD DECIDED IT WOULD NO LONGER MAKE DISCRETIONARY CONTRIBUTIONS ON BEHALF OF ANY PARTICIPANT FOR THE YEARS 2018 - 2021. IN 2023, THE FOLLOWING INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED DISTRUBTIONS FROM THE 457 (F) SERP PLAN FOR YEARS 2018 - 2021. AMOUNTS PAID UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B) (III) AND ARE LISTED BELOW. AMOUNTS DEFERRED IN PRIOR YEARS WERE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). CONTRIBUTIONS THAT WERE PREVIOUSLY REPORTED ON A PRIOR FORM 990 AND ARE PAID OUT IN THE CURRENT YEAR ARE REPORTED IN SCHEDULE J, PART II, COLUMN (F). NAME AMOUNT VESTED AND PAID RICHARD P. BURKE 512,350 TODD BAILEY 20,334 MARY RITTER 19,509 JILL GREEN LEBOW 19,098 JAMES GENTILE 15,159 CHRISTINE CASSIDY 14,719 FCHP ESTABLISHED A NEW NON-QUALIFIED DEFERRED COMPENSATION PLAN (THE "PLAN"), WHICH PROVIDES DISCRETIONARY INCENTIVE AWARDS TO EXECUTIVE OFFICERS AND OTHER SELECTED EMPLOYEES OF THE COMPANY TO INCENTIVIZE THEM TO REINFORCE CRITICAL LONG-TERM STRATEGIC GOALS AND ENCOURAGE SUSTAINED YEAR-TO-YEAR PERFORMANCE RELATIVE TO KEY FINANCIAL AND STRATEGIC INDICATORS. THE PLAN REPLACED THE AFOREMENTIONED 457 (F) PLAN (SERP), EFFECTIVE JANUARY 1, 2022. THIS LONG-TERM INCENTIVE PLAN QUALIFIES AS 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE PARTICIPANT WILL RECEIVE A CASH DISTRIBUTION AFTER THE END OF THE APPLICABLE PERFORMANCE PERIOD, IN MARCH OR APRIL OF THE CALENDAR YEAR FOLLOWING THE LAST DAY OF THE APPLICABLE PERFORMANCE PERIOD. IF THE PARTICIPANT'S EMPLOYMENT TERMINATES OR HAS A SEPARATION FROM SERVICE FOR ANY REASON OTHER THAN IN THE EVENT OF DEATH, DISABILITY, RETIREMENT OR CHANGE OF CONTROL PRIOR TO THE DATE OF THE CASH DISTRIBUTION, THE PARTICIPANT WILL NOT BE ELIGIBLE TO RECEIVE PAYMENT AND THE AWARD WILL BE CANCELLED AND FORFEITED IN ITS ENTIRETY. AMOUNTS DEFERRED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). THESE AMOUNTS WOULD NOT BE CONSIDERED VESTED AS OF 12/31/2023, AS THE PLAN HAS A THREE-YEAR PERFORMANCE PERIOD WITH OVERLAPPING CYCLES WITH THE FIRST CYCLE COMMENCING JANUARY 1, 2022. |
| SCHEDULE J, PART I, LINE 7: | CORPORATE INCENTIVE PLAN FCHP HAS A CORPORATE INCENTIVE PLAN FOR CERTAIN EMPLOYEES TO REWARD ACHIEVEMENT OF FINANCIAL AND STRATEGIC GOALS OF THE ORGANIZATION. ON AN ANNUAL BASIS, THE ORGANIZATION PAYS ELIGIBLE PARTICIPANTS THEIR INCENTIVE COMPENSATION, PART OF WHICH IS BASED OFF OPERATING INCOME TARGETS. EMPLOYEES MUST BE EMPLOYED IN GOOD STANDING THROUGH THE TIME OF PAYOUT. INCENTIVE PAYMENTS ARE TYPICALLY PLANNED FOR MARCH OR APRIL. IN 2023 CERTAIN EMPLOYEES LISTED IN SCHEDULE J, PART II PARTICIPATED IN THE PLAN. AMOUNTS PAID BY THE ORGANIZATION UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II). CONTRIBUTIONS THAT WERE PREVIOUSLY REPORTED ON A PRIOR FORM 990 IN SCHEDULE J, PART II, COLUMN (C) ARE PAID OUT IN THE CURRENT YEAR AND ARE REPORTED IN SCHEDULE J, PART II, COLUMN (F). SEE ALSO SCHEDULE J, PART 1, LINE 3. |
| SCHEDULE J, PART I, LINE 1A | FCHP HAS A GIFT CARD POLICY THAT THE COMPANY PAYS ALL APPLICABLE TAXES ON BEHALF OF THE EMPLOYEE. THE VALUE OF THE GIFT CARD IS INCLUDED IN THE EMPLOYEE'S TAXABLE INCOME. THIS POLICY APPLIES TO ALL FCHP EMPLOYEES. IN 2023, THE FOLLOWING INDIVIDUALS LISTED IN SCHEDULE J, PART II RECEIVED GIFT CARDS FROM FCHP DURING THE YEAR. NAME AMOUNT PAID JANIS LIEPINS $550 CHRISTINE CASSIDY $175 MARK DITCHER $100 DEBORAH DAVIAU $100 RANDI BERKOWITZ $85 EMILY WEST $75 TODD BAILEY $50 ELIZABETH CREAVIN $50 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION MISSION AND PROGRAM ACTIVITIES | FORM 990, PART I LINE 1 ORGANIZATION MISSION AND PROGRAM ACTIVITIES FOUNDED IN 1977, FALLON COMMUNITY HEALTH PLAN, INC. ("FALLON HEALTH") IS A LEADING HEALTH CARE SERVICES ORGANIZATION WITH A MISSION TO PROVIDE CARE, COVERAGE AND SERVICES DESIGNED TO MEET THE UNIQUE AND CHANGING NEEDS OF THE COMMUNITIES IT SERVES. IN ADDITION TO OFFERING INNOVATIVE HEALTH INSURANCE SOLUTIONS, FALLON HEALTH EXCELS AT CREATING UNIQUE HEALTH CARE PROGRAMS AND SERVICES THAT PROVIDE COORDINATED, INTEGRATED CARE FOR OLDER ADULTS AND INDIVIDUALS WITH COMPLEX HEALTH NEEDS. WITH A PREDOMINANT FOCUS ON GOVERNMENT SPONSORED HEALTH INSURANCE PROGRAMS, FALLON HEALTH'S PRODUCT PORTFOLIO INCLUDES A VARIETY OF MEDICAID AND MEDICARE ADVANTAGE PLANS. AS A PROVIDER OF CARE, FALLON OFFERS A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY. |
| FORM 990, PART III, LINE 4A | GOVERNMENT PROGRAMS FROM ITS VERY START IN 1977, FALLON HEALTH HAS ALWAYS BEEN COMMITTED TO SERVING THE HEALTH CARE NEEDS OF INDIVIDUALS ENROLLED IN MEDICARE AND MEDICAID PROGRAMS. IT HAS WORKED TO EXPAND THOSE OFFERINGS OVER THE YEARS, ANNOUNCING IN 2021 THAT IT WOULD PRIMARILY FOCUS ITS RESOURCES ON GOVERNMENT-SPONSORED HEALTH INSURANCE PROGRAMS. LISTED BELOW IS THE COMPLETE LIST OF THE GOVERNMENT-SPONSORED PROGRAMS FALLON HEALTH OFFERED IN 2023 IN MASSACHUSETTS. . MEDICARE ADVANTAGE (MASSACHUSETTS) . MASSHEALTH ACCOUNTABLE CARE ORGANIZATION PARTNERSHIP PLANS (MASSACHUSETTS) . MEDICARE ADVANTAGE SPECIAL NEEDS PLAN AND SENIOR CARE OPTIONS (MASSACHUSETTS) . PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) (MASSACHUSETTS) . SUBSIDIZED, LIMITED-NETWORK PLAN (MASSACHUSETTS) THESE PROGRAMS ENABLE FALLON HEALTH TO SERVE MEMBERS OF ALL AGES, AT ALL INCOME LEVELS AND WITH ALL TYPES OF HEALTH NEEDS. THERE ARE SEVERAL NOTABLE FACTS WHEN IT COMES TO FALLON HEALTH'S HISTORY IN GOVERNMENT PROGRAMS: . IN 1979, FALLON HEALTH RECEIVED THE FIRST CONTRACT IN MASSACHUSETTS TO COVER MEDICAID BENEFICIARIES. . IN 1980, FALLON HEALTH WAS THE FIRST HEALTH PLAN IN THE COUNTRY TO OFFER A MEDICARE ADVANTAGE PLAN. . IN 1995, FALLON HEALTH STARTED ITS PACE PROGRAM IN MASSACHUSETTS, KNOWN TODAY AS SUMMIT ELDERCARE. IT IS THE LARGEST PACE PROGRAM IN NEW ENGLAND AND INCLUDES FIVE PACE CENTERS IN MASSACHUSETTS. . IN 2010, FALLON HEALTH LAUNCHED NAVICARE, A MEDICARE ADVANTAGE SPECIAL NEEDS PLAN AND SENIOR CARE OPTIONS PROGRAM IN MASSACHUSETTS. . IN 2017, FALLON HEALTH WAS SELECTED TO PARTICIPATE IN THE REDESIGN OF MASSACHUSETTS' MEDICAID PROGRAM AND FORMED THREE MASSHEALTH ACCOUNTABLE CARE ORGANIZATION PARTNERSHIP PLANS. ON MARCH 31, 2021, FALLON HEALTH ANNOUNCED THAT IT WOULD BEGIN PRIMARILY FOCUSING ITS RESOURCES ON SUPPORTING THE HEALTH CARE NEEDS OF INDIVIDUALS ENROLLED IN GOVERNMENT-SPONSORED HEALTH INSURANCE PROGRAMS. THESE ACTIONS RESULTED IN THE COMPLETE WITHDRAWAL FROM THE COMMERCIAL MARKET OF FALLON HEALTH'S SELECT CARE AND DIRECT CARE HMO PRODUCTS BY THE END OF AUGUST 2022. FALLON HEALTH CONTINUES TO SELL ITS COMMUNITY CARE PRODUCT ON THE HEALTH CONNECTOR. THE PRODUCT IS AVAILABLE TO INDIVIDUALS AND SMALL GROUPS IN SUFFOLK, BERKSHIRE, MIDDLESEX AND WORCESTER COUNTIES, PARTS OF NORFOLK COUNTY, AND IN ONE TOWN IN BRISTOL COUNTY (MANSFIELD). IN 2022, FALLON HEALTH WAS SELECTED TO CONTINUE ITS PARTICIPATION IN THE MASSHEALTH ACCOUNTABLE CARE PARTNERSHIP PROGRAM. |
| FORM 990, PART III, LINE 4B | COMMUNITY GIVING FALLON HEALTH'S COMMUNITY BENEFITS PROGRAM IS RUN IN ACCORDANCE WITH THE MASS. ATTORNEY GENERAL'S GUIDELINES FOR HEALTH MAINENANCE ORGANIZATIONS. OUR COMMITMENT TO THE ORGANIZATION'S MISSION GUIDES US IN THE WORK WE DO IN SUPPORT OF THE DIVERSE COMMUNITIES WE SERVE. THE GOALS OF THE FALLON HEALTH COMMUNITY BENEFITS PROGRAM ARE TO: . DEVELOP, IMPLEMENT, AND SUPPORT PROGRAMS THAT IMPROVE THE HEALTH STATUS OF UNDERSERVED OR AT-RISK POPULATIONS WITHIN OUR SERVICE AREA AS DETERMINED BY THE NEEDS OF THE COMMUNITIES WE SERVE. . CONTINUE FALLON HEALTH'S ROLE AS A HEALTH EDUCATOR BY PROVIDING RESOURCES, HOSTING HEALTH AND INFORMATION PROGRAMS, AND BY BRINGING GENERAL INFORMATION TO THE PUBLIC THROUGH SPEAKING ENGAGEMENTS, PROGRAMS, AND THE USE OF OUR COMMUNICATION PLATFORMS. . CONVENE KEY COMMUNITY STAKEHOLDERS, PROVIDERS, COMMUNITY-BASED ORGANIZATIONS, AND INDIVIDUALS TO DISCUSS ESCALATING HEALTH ISSUES THAT HAVE A SIGNIFICANT EFFECT ON THE COMMUNITY'S POSITIVE HEALTH OUTCOMES, ACCESS TO QUALITY CARE, AND OVERALL COST OF CARE. . DEVELOP PARTNERSHIPS THAT ALLOW US TO SUPPORT AND/OR IMPLEMENT COMMUNITY HEALTH IMPROVEMENT PLANS AND PROGRAMS THAT ARE IDENTIFIED THROUGH LOCAL COMMUNITY HEALTH ASSESSMENTS AND ADDRESS THE BARRIERS THAT IMPACT POSITIVE HEALTH OUTCOMES. . CONTINUE TO FIND WAYS TO DELIVER OR PROVIDE ACCESS TO CULTURALLY COMPETENT, HIGH-QUALITY, LOW-COST HEALTH CARE COVERAGE TO PEOPLE OF ANY AGE, RACE, ETHNICITY, RELIGION, ABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, HEALTH STATUS AND INCOME LEVEL. IN 2023, OUR LONG-STANDING COMMITMENT TO THE COMMUNITIES WE SERVE WAS DEMONSTRATED IN A NUMBER OF WAYS, INCLUDING: . SUPPORTING FOOD INSECURITY INITIATIVES WITH COMMUNITY PARTNERS INCLUDING THE WORCESTER RAILERS HOCKEY CLUB FOUNDATION (SKATE TO SUCCESS) AND THE WORCESTER RED SOX (STRIKE OUT HUNGER) . PARTNERING WITH THE CITY OF WORCESTER TO SUPPORT ITS FIVE YEARS OF FITNESS PROGRAM AT THE WORCESTER SENIOR CENTER . AWARDING $150,000 IN COMMUNITY IMPACT GRANTS FOR PROJECTS TARGETING FOOD INSECURITY AND HEALTH INITIATIVES FOR OLDER ADULTS . RAISING MORE THAN $44,000 IN EMPLOYEE DONATIONS TO BENEFIT THE UNITED WAY OF CENTRAL MA'S ANNUAL WORKPLACE CAMPAIGN . VOLUNTEERING MORE THAN 5,000 HOURS OF COMMUNITY SERVICE FROM DOZENS OF EMPLOYEES FALLON HEALTH'S FUNDING PRIORITY AREAS AFTER A COMPREHENSIVE REVIEW OF THE FINDINGS OF THE 2021 GREATER WORCESTER COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), THE IDENTIFIED OBJECTIVES AND STRATEGIES FROM THE GREATER WORCESTER COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP) COMPLETED IN 2022, AND A REVIEW OF THE CHNAS CONDUCTED IN BERKSHIRE COUNTY, GREATER LOWELL, METRO WEST, NORTHERN WORCESTER COUNTY, SOUTH SHORE AND WESTERN MASS., THE FOLLOWING RECOMMENDATIONS WERE PRESENTED AS THE FUNDING PRIORITIES FOR FALLON'S COMMUNITY BENEFITS PROGRAM FOR 2021-2023: . FOOD INSECURITY - TO HELP MAINTAIN FOOD ASSISTANCE PROGRAMS FOR THOSE AREAS OR POPULATIONS THAT ARE PARTICULARLY VULNERABLE TO FOOD INSECURITY. IN ADDITION TO TRADITIONAL RESOURCES, FALLON SUPPORTS NEW, INNOVATIVE PROGRAMMING. . HEALTH INITIATIVES FOR OLDER ADULTS - TO SUPPORT OLDER ADULTS THROUGH PROGRAMS THAT PROVIDE ACCESS TO CARE INCLUDING BEHAVIORAL HEALTH RESOURCES, SAFETY MEASURES IN THEIR HOMES AND COMMUNITIES, AND ACCESS TO FOOD AND UTILITIES. IN 2023, FALLON HEALTH DISTRIBUTED $1,351,680 TO PROGRAMS THAT MET THE GOALS OF FALLON HEALTH'S COMMUNITY BENEFITS PROGRAM. THIS WAS ACCOMPLISHED THROUGH THE DISTRIBUTION OF MORE THAN $503,723 IN SUPPORT OF OUR FUNDING PRIORITIES, INCLUDING GRANTS, DIRECT EXPENSES, LEVERAGED EXPENSES, STAFF VOLUNTEER TIME AND PHILANTHROPIC INITIATIVES THROUGH CORPORATE SPONSORSHIPS, TOTALING $847,957. FALLON HEALTH'S EMPLOYEES ARE ALSO ENCOURAGED TO VOLUNTEER IN THE COMMUNITY AND ARE GIVEN EIGHT HOURS OF PAID WORK TIME EACH YEAR TO USE FOR THIS PURPOSE. IN 2023, OUR EMPLOYEES LOGGED 5,158 HOURS OF COMMUNITY SERVICE WITH 893 HOURS OF THAT PUT TOWARDS FALLON HEALTH DRIVEN INITIATIVES. FALLON HEALTH ALSO GIVES BACK THROUGH CORPORATE GIVING AND GENEROUS EMPLOYEE DONATIONS IN 2023, EMPLOYEES USED APPROXIMATELY 102 HOURS SUPPORTING THE UNITED WAY'S CAMPAIGN ACTIVITIES. THESE EFFORTS HELPED TO RAISE APPROXIMATELY $44,864 WITH A MAJORITY OF THE FUNDS DISTRIBUTED TO THE UNITED WAY OF CENTRAL MASS. THE REMAINING FUNDS WERE DISTRIBUTED TO THE UNITED WAY OF TRI-COUNTY, INC., UNITED WAY OF MASS. BAY & MERRIMACK VALLEY, THE UNITED WAY OF NORTH CENTRAL MASS., UNITED WAY OF SOUTH CENTRAL MASS., THE UNITED WAY OF GREATER FALL RIVER, BERKSHIRE COUNTY UNITED WAY, UNITED WAY OF FRANKLIN COUNTY, AND THE UNITED WAY OF GREATER PLYMOUTH COUNTY. IN 2023, WE CONTINUED OUR FOCUS ON SUPPORTING FOOD PANTRIES TO FEED UNDERSERVED OR AT-RISK OLDER ADULTS, FAMILIES AND CHILDREN, INCLUDING THE COMMUNITY FOUNDATION OF NORTH CENTRAL MA, MILL CITY GROWS, THE SHARON COOPERATIVE SCHOOL, DIGGER FOODS, BERKSHIRE BOUNTY, AND THE MERRIMACK VALLEY FOOD BANK. IN ADDITION, EMPLOYEES PROVIDED MEALS FOR 519 FAMILIES THROUGH OUR FEED-A-FAMILY PROGRAM IN BERKSHIRE COUNTY, SPRINGFIELD, LEOMINSTER, LOWELL, WEBSTER, AND WORCESTER TOTALING $31,140 IN FOOD DONATIONS. FOOD INSECURITY HAS LONG BEEN AN ISSUE NATIONALLY AND IN THE LOCAL COMMUNITY. FALLON HEALTH AND THE WORCESTER RED SOX PARTNERED TOGETHER TO RAISE CRITICAL FUNDS AND AWARENESS ON THE ISSUE. IN 2023, THE STRIKE OUT HUNGER CAMPAIGN CULMINATED IN A $50,000 DONATION TO THE WORCESTER COUNTY FOOD BANK. SIGNATURE HEALTH AND WELLNESS PROGRAMS ARE ALSO KEY TO OUR MISSION AT FALLON. IN 2023, WE REACHED 1,800 PEOPLE IN MASSACHUSETTS. THIS WAS ACHIEVED IN A VARIETY OF WAYS INCLUDING PROVIDING VIRAL SCREENINGS AND WELLNESS EMAIL COMMUNICATIONS TO UNDERSERVED POPULATIONS. |
| FORM 990, PART VI, LINE 2 | FAMILY OR BUSINESS RELATIONSHIP BETWEEN OFFICERS, DIRECTORS, AND KEY EMPLOYEES. FALLON HEALTH & LIFE ASSURANCE CO., INC. (FHLAC) IS A WHOLLY-OWNED SUBSIDIARY OF FCHP. THE FOLLOWING FCHP BOARD MEMBERS AND OFFICERS SERVED ON THE FHLAC BOARD OF DIRECTORS IN 2023: JAMES R. BUONOMO, JOHN B. DILL, FREDERICK MISILO, ESQ., JANET S. RICO, DEBORAH C. ENOS, JOSEPH N. STOLBERG, CPA, AND RICHARD P. BURKE (EX OFFICIO). ULTRABENEFITS, INC. (UBI) WAS A WHOLLY-OWNED SUBSIDIARY OF FHLAC UNTIL DECEMBER 15, 2023. AFTER RECEIVING BOARD APPROVAL IN DECEMBER 2023, UBI ENTERED INTO A SECURITIES PURCHASE AGREEMENT DATED DECEMBER 15, 2023, TO SELL UBI TO BENEFIT PLAN ADMINISTRATORS OF EAU CLARIE, LLC. THE FOLLOWING FCHP OFFICERS AND KEY EMPLOYEES SERVED ON THE UB BOARD OF DIRECTORS THROUGH THE UBI SALE: RICHARD P. BURKE AND TODD BAILEY. GROUP INSURANCE SERVICE CENTER AGENCY, INC (GISC AGENCY), WAS A WHOLLY-OWNED SUBSIDIARY OF UBI UNTIL THE APPROVAL OF ITS VOLUNTARY DISSOLUTION ON DECEMBER 8, 2023 BY THE SECRETARY OF THE COMMONWEALTH OF MASSACHUSETTS. THE VOLUNTARY DISSOLUTION WAS PRECEDED BY AN UNANIMOUS WRITTEN CONSENT OF THE GISC AGENCY'S BOARD OF DIRECTORS AND APPROVAL BY ITS SOLE SHAREHOLDER, UBI, TO DISSOLVE THIS ENTITY. THE FOLLOWING FCHP OFFICERS AND KEY EMPLOYEES SERVED ON THE GISC AGENCY BOARD OF DIRECTORS THROUGH ITS DISSOLUTION ON DECEMBER 8, 2023: RICHARD P. BURKE AND TODD BAILEY. |
| FORM 990, PART VI, LINE 11B | THE PROCESS USED BY MANAGEMENT AND GOVERNING BODY TO REVIEW FORM 990 A DRAFT OF THE FORM 990 IS PREPARED BY FCHP AND REVIEWED BY ITS TAX CONSULTING FIRM. THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, LINE 12C | THE PROCESS USED TO MONITOR CONFLICTS OF INTEREST FCHP'S BYLAWS REQUIRE ALL DIRECTORS AND OFFICERS TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AS DEFINED IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY RELATING TO DIRECTORS, OFFICERS AND MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS. THIS IS ENFORCED BY THE REQUIREMENT THAT SUCH INDIVIDUALS ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. EACH YEAR THE COMPLETED CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REVIEWED BY THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD WHICH REPORTS ANY ACTUAL OR POTENTIAL CONFLICTS TO THE FULL BOARD. ANY BOARD MEMBER OR OFFICER WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN ANY DISCUSSION OF, OR VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. TWO INDEPENDENT BOARD MEMBERS ALSO CONDUCT AN ANNUAL REVIEW OF ANY BUSINESS TRANSACTIONS INVOLVING ORGANIZATIONS THAT COULD POTENTIALLY BENEFIT A BOARD MEMBER OR OFFICER, TO ENSURE THAT THE TRANSACTIONS DO NOT INVOLVE ANY UNDUE INFLUENCE, ARE AT FAIR MARKET VALUE, AND ARE IN THE ORGANIZATION'S BEST INTEREST. THE REVIEWING BOARD MEMBERS REPORT THEIR FINDINGS TO THE FULL BOARD. FURTHERMORE, AT BOARD MEETINGS, INDIVIDUAL BOARD MEMBERS ARE ASKED TO IDENTIFY, AND RECUSE THEMSELVES FROM ANY DISCUSSION AND VOTE ON ANY MATTER BEFORE THE BOARD IN WHICH THEY MAY HAVE A CONFLICT. FCHP ALSO REQUIRES ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO COMPLETE A WRITTEN DISCLOSURE STATEMENT DESIGNED TO IDENTIFY POTENTIAL CONFLICTS. FCHP ALSO HAS GENERAL CORPORATE-WIDE CONFLICT OF INTEREST POLICIES THAT REQUIRE REPORTING OF POTENTIAL CONFLICTS AND MANAGEMENT APPROVAL OF CERTAIN TRANSACTIONS, AND PROHIBITS CERTAIN SPECIFIC TRANSACTIONS. THESE POLICIES ARE ENFORCED BY SENIOR MANAGEMENT, INCLUDING THE CHIEF COMPLIANCE OFFICER. |
| FORM 990, PART VI, LINES 15A & 15B | PROCESS OF DETERMINING COMPENSATION FOR CEO, TOP MANAGEMENT OFFICIALS, OFFICERS, AND KEY EMPLOYEES. FCHP HAS ESTABLISHED AN EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE BOARD OF DIRECTORS THAT ESTABLISHES POLICIES AND THE COMPENSATION STRUCTURE OF CERTAIN FCHP EXECUTIVE OFFICERS. THIS COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE EXECUTIVE OFFICERS IS DETERMINED BY A FAIR AND EQUITABLE PROCESS, INFORMED BY CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION, AND COMPLIANT WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. IN 2023, THE COMMITTEE CONSISTED OF THREE MEMBERS OF FCHP'S BOARD OF DIRECTORS WHO ARE NOT EMPLOYED BY THE ORGANIZATION. FCHP'S CEO SERVED AS AN EX OFFICIO MEMBER OF THE COMMITTEE WITHOUT A VOTING RIGHT. THE EXECUTIVE OFFICERS OVER WHOSE COMPENSATION THE COMMITTEE IS RESPONSIBLE ARE COMPRISED OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER ("CEO"), AND THE EXECUTIVE VICE PRESIDENT, AND SENIOR VICE PRESIDENT POSITIONS THAT REPORT DIRECTLY TO THE CEO ("EXECUTIVE GROUP"). IN 2023, TO DETERMINE THE COMPENSATION STRUCTURE OF THE EXECUTIVE GROUP, THE COMMITTEE RELIED ON A WRITTEN COMPENSATION SURVEY PRODUCED BY AN INDEPENDENT CONSULTING FIRM THAT ASSESSES EXECUTIVE COMPENSATION AND BENEFITS. THE COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE EXECUTIVE GROUP AND REVIEWED THE COMPENSATION SURVEY PREPARED BY THE INDEPENDENT CONSULTING FIRM. THE COMMITTEE THEN VOTED TO APPROVE THE COMPENSATION OF THE EXECUTIVE GROUP (OTHER THAN THE CEO). FOR THE CEO'S COMPENSATION THE COMMITTEE (MEETING WITHOUT THE CEO) RECOMMENDED A COMPENSATION STRUCTURE THAT WAS PRESENTED TO THE FCHP'S BOARD OF DIRECTORS. THE BOARD OF DIRECTORS (WITHOUT THE CEO PRESENT), VOTED TO APPROVE THE COMMITTEE'S RECOMMENDATION. ALL THESE DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE COMMITTEE AND BOARD OF DIRECTORS. |
| FORM 990, PART VI, LINES 18 AND 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO PUBLIC FCHP'S FORM 990 AND ANNUAL AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FCHP'S 990, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ANNUAL REPORT ARE ALSO PROVIDED UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FCHP NEW YORK LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 CHESTNUT ST | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464193932 | EIN |
| Primary Activities | HEALTH CARE | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FCHP | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FALLON TOTAL CARE INC | ||||||||||
| 10 CHESTNUT STREET | WORCESTER | MA | 01608 | 455591420 | HEALTH CARE | MA | 501(C)(3) | PF | FCHP | Yes (true) |
| FALLON HEALTH WEINBERG INC | ||||||||||
| 2700 NORTH FOREST RD | GETZVILLE | NY | 14068 | 161580245 | HEALTH CARE | NY | 501(C)(3) | 10 | FCHP | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FALLON HEALTH & LIFE ASSURANCE COinc | ||||||||||||
| 10 CHESTNUT STREET | WORCESTER | MA | 01608 | 043169246 | HEALTH INS. | MA | FCHP | C CORP | $13,375,352 | $28,561,103 | 1.00000 | Yes (true) |
| ULTRABENEFITS INC | ||||||||||||
| 22 ELM STREET | WORCESTER | MA | 01608 | 043525752 | 3RD PARTY ADM | MA | FHLAC | C CORP | $7,662,547 | $0 | 0.00000 | Yes (true) |
| GISC INSurance AGENCY INC | ||||||||||||
| 22 ELM STREET | WORCESTER | MA | 01608 | 043273688 | INSURANCE AGENCY | MA | UBI | C CORP | $0 | $0 | 0.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ULTRABENEFITS INC | ||
| A,J | $70,513 | CASH |
| FALLON HEALTH WEINBERG INC | ||
| L | $1,450,853 | CASH |
| ULTRABENEFITS INC | ||
| L | $144,000 | CASH |
| FALLON HEALTH & LIFE ASSURANCE CO INC | ||
| N, O | $2,302,876 | CASH |