ATRIUS HEALTH INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUS HEALTH INC (EIN 04-3397450)
- Tax period
- 2022-01-01 to 2022-05-31
- Filed
- 2023-04-13
- IRS object ID
- 202311039349301131
- Schema version
- 2022v5.0
- 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 | 2023-04-13T12:57:26-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043138777 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF JND PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CROWN COLONY DRIVE SUITE 102 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043397450 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUS HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATRI | BusinessNameControlTxt |
| Phone | 6175598181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 GROVE STREET 2-300 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK M HOLLAND | PersonNm |
| Person Title | TREASURER AND CFO | PersonTitleTxt |
| Phone | 6175598181 | PhoneNum |
| Signature | 2023-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICK | PersonFirstNm |
| Person Last | HOLLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT V DANDROW | PreparerPersonNm |
| PTIN | P00294799 | PTIN |
| Phone | 6174220007 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Principal Officer | CHRISTOPHER M ANDREOLI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 GROVE STREET 2-300 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $944,599,029 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ATRIUSHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | STATEMENT 1 AT SCHEDULE O | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 5240 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $87,422 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $6,667 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,158,479,702 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $918,605,916 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,009,736 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,945,275 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,756,748 | PYOtherRevenueAmt |
| CY Other Revenue | $991,661 | CYOtherRevenueAmt |
| PY Total Revenue | $2,171,246,186 | PYTotalRevenueAmt |
| CY Total Revenue | $921,542,852 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,358 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $591,583,378 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $255,089,993 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,601,486,042 | PYOtherExpensesAmt |
| CY Other Expenses | $700,101,301 | CYOtherExpensesAmt |
| PY Total Expenses | $2,193,072,778 | PYTotalExpensesAmt |
| CY Total Expenses | $955,191,294 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$21,826,592 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$33,648,442 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $910,090,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $656,766,898 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $253,323,607 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE PROVIDE THE RIGHT CARE WITH KINDNESS AND COMPASSION EVERY DAY FOR EVERY PERSON WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $907,119,001 | ExpenseAmt |
| Revenue | $918,557,439 | RevenueAmt |
| Desc | STATEMENT 2 AT SCHEDULE O | Desc |
| Total Program Service Expenses | $907,119,001 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | Yes (1) | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 160 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 5240 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY SAVASTANO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175598181 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 GROVE STREET SUITE 2-300 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024662275 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HELEN DAJER CNM | ||||||||
| APC TRUSTEE; CLINICAL NURSE MGR. | 50.00 | Yes (X) | $68,467 | $0 | $24,513 | |||
| KAREN DASILVA MD | ||||||||
| PHYSICIAN TRUSTEE; INTERNIST | 25.00 | Yes (X) | $64,641 | $0 | $23,698 | |||
| CRISTINA J DIAZ MD | ||||||||
| PHY. T'EE; CHIEF OB/GYN | 50.00 | Yes (X) | $171,745 | $0 | $37,189 | |||
| JOO Y KIM MD | ||||||||
| PHY. T'EE; ASSOC CHAIR IM-NORTH | 50.00 | Yes (X) | $136,559 | $0 | $40,108 | |||
| JON KINGSDALE PHD | ||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $4,167 | $0 | $0 | |||
| LAURA Z LEE MD | ||||||||
| PHY T'EE&BOARD CHAIR; CH.PEDIATRICS | 50.00 | Yes (X) | $135,759 | $0 | $15,502 | |||
| RICHARD MACDONALD | ||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $4,167 | $0 | $0 | |||
| ROBERT MECHANIC | ||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $4,167 | $0 | $0 | |||
| SCOTT R PERMAN MD | ||||||||
| PHYSICIAN TRUSTEE; INTERNIST | 50.00 | Yes (X) | $145,755 | $0 | $7,994 | |||
| VINOD SAHNEY PHD | ||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $4,167 | $0 | $0 | |||
| LESLIE TESO-LICHTMAN | ||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $4,167 | $0 | $0 | |||
| STEPHEN WRIGHT | ||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK M HOLLAND | ||||||||
| TREASURER AND CFO | 50.00 | $217,619 | $0 | $33,253 | Yes (X) | |||
| KIMBERLY L NELSON | ||||||||
| CLERK; CHIEF LEGAL OFFICER | 50.00 | $153,404 | $0 | $33,897 | Yes (X) | |||
| STEVEN L STRONGWATER MD | ||||||||
| PRESIDENT AND CEO | 50.00 | $690,950 | $0 | $41,469 | Yes (X) | |||
| CHRISTOPHER M ANDREOLI MD | ||||||||
| CHIEF OPERATING & TRANSFORMATION OFF | 50.00 | $237,485 | $0 | $10,185 | Yes (X) | |||
| JOE KIMURA MD | ||||||||
| CHIEF MEDICAL OFFICER | 50.00 | $188,883 | $0 | $35,395 | Yes (X) | |||
| DANIEL D MORIARTY | ||||||||
| CIO | 50.00 | $153,557 | $0 | $27,959 | Yes (X) | |||
| LOUIS A BLEY MD | ||||||||
| ASSO. CHAIR, SPECIALTIES | 50.00 | $371,417 | $0 | $45,614 | Yes (X) | |||
| JOHN B LAZOR MD | ||||||||
| OTOLARYNGOLOGIST | 50.00 | $431,291 | $0 | $48,420 | Yes (X) | |||
| KAI MITHOEFER MD | ||||||||
| ORTHOPEDIST | 40.00 | $291,583 | $0 | $25,219 | Yes (X) | |||
| JAMES E PHILLIPS MD | ||||||||
| ORTHOPEDIST | 50.00 | $653,650 | $0 | $37,089 | Yes (X) | |||
| CHRIS SAMBAZIOTIS MD | ||||||||
| ORTHOPEDIST | 50.00 | $425,233 | $0 | $41,258 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,558,833 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $528,762 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 398 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EPIC | |||||
| PO BOX 88314 | MILWAUKEE | WI | 53288 | IT SERVICES | $2,003,498 |
| QUEST DIAGNOSTICS | |||||
| PO BOX 844226 | BOSTON | MA | 02284 | LABORATORY SERVICES | $936,984 |
| MCDERMOTT WILL & EMERY | |||||
| PO BOX 6043 | CHICAGO | IL | 60680 | LEGAL SERVICES | $647,986 |
| MOTION PT MANAGEMENT INC | |||||
| 1516 HWY STE 138 1C | WALL | NJ | 07719 | PHYSICAL THERAPY | $366,025 |
| PREMIER DIAGNOSTIC SERVICES | |||||
| 54 BODWELL ST | AVON | MA | 02322 | LABORATORY SERVICES | $353,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 160 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CAPITATION FEES | 621110 | $716,776,697 | $716,776,697 | |
| FEE FOR SERVICE | 621110 | $159,659,400 | $159,610,923 | $48,477 |
| MEDICARE/MEDICAID | 621110 | $33,464,578 | $33,464,578 | |
| OTHER | 621110 | $8,705,241 | $8,705,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $918,605,916 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,972,452 | TotalRevenueColumnAmt |
| Exclusion | $1,972,452 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $991,661 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $991,661 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $991,661 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $38,945 | UnrelatedBusinessRevenueAmt |
| Exclusion | $952,716 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,029,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,056,177 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$27,177 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,177 | TotalRevenueColumnAmt |
| Exclusion | -$27,177 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $921,542,852 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $918,557,439 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $87,422 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,897,991 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,459,016 | TotalAmt |
| Program Services | $3,346,283 | ProgramServicesAmt |
| Management And General | $2,112,733 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,832,757 | TotalAmt |
| Program Services | $173,541,928 | ProgramServicesAmt |
| Management And General | $24,290,829 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,600,165 | TotalAmt |
| Program Services | $10,106,879 | ProgramServicesAmt |
| Management And General | $1,493,286 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,935,243 | TotalAmt |
| Program Services | $22,245,148 | ProgramServicesAmt |
| Management And General | $3,690,095 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,262,812 | TotalAmt |
| Program Services | $12,426,764 | ProgramServicesAmt |
| Management And General | $1,836,048 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,379 | TotalAmt |
| Program Services | $2,220 | ProgramServicesAmt |
| Management And General | $654,159 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,550 | TotalAmt |
| Program Services | $79,550 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,839,239 | TotalAmt |
| Program Services | $455,403,269 | ProgramServicesAmt |
| Management And General | $1,435,970 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,443 | TotalAmt |
| Program Services | $200,000 | ProgramServicesAmt |
| Management And General | $283,443 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,049,032 | TotalAmt |
| Program Services | $4,953,749 | ProgramServicesAmt |
| Management And General | $2,095,283 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,801,594 | TotalAmt |
| Program Services | $364,702 | ProgramServicesAmt |
| Management And General | $8,436,892 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,453,925 | TotalAmt |
| Program Services | $21,092,394 | ProgramServicesAmt |
| Management And General | $1,361,531 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,362 | TotalAmt |
| Program Services | $44,476 | ProgramServicesAmt |
| Management And General | $47,886 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,432 | TotalAmt |
| Program Services | $47,871 | ProgramServicesAmt |
| Management And General | $5,561 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,235,246 | TotalAmt |
| Program Services | $6,982,397 | ProgramServicesAmt |
| Management And General | $252,849 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,545,561 | TotalAmt |
| Program Services | $5,499,833 | ProgramServicesAmt |
| Management And General | $45,728 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PHARMACY EXPENSE | $175,554,444 | $175,554,444 |
| MEDICAL SUPPLIES | $15,155,394 | $15,155,394 |
| INCOME TAX EXPENSE | $71,700 | $71,700 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,191,294 | TotalAmt |
| Program Services | $907,119,001 | ProgramServicesAmt |
| Management And General | $48,072,293 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,575 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,711,986 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,291,341 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,596,079 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,855,678 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,363,602 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,232,987 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,037,275 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,911,982 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $910,090,505 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,538,284 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,566,569 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,383,996 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,241,570 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,479 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,766,898 | BOYAmt |
| EOY | $0 | 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 | $253,323,607 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,323,607 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $910,090,505 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$33,648,442 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$10,051,919 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$209,623,246 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | 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 | $2,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,058 | CurrentTaxYearMinus3YearsAmt |
| Total | $11,140 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,885,571,878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,151,245,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,076,028,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,158,344,544 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $918,577,439 | CurrentTaxYearAmt |
| Total | $9,189,767,877 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,885,573,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,151,254,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,076,028,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,158,344,544 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $918,577,439 | CurrentTaxYearAmt |
| Total | $9,189,779,017 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $9,189,779,017 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,744,821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,297,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,229,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,539,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,925,168 | CurrentTaxYearAmt |
| Total | $58,736,259 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,794 | CurrentTaxYearAmt |
| Total | $50,280 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,749,134 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,305,662 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,238,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,560,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,931,962 | CurrentTaxYearAmt |
| Total | $58,786,539 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,897,323,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,167,560,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,091,267,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,170,905,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $921,509,401 | CurrentTaxYearAmt |
| Total | $9,248,565,556 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99240 | PublicSupportPY509Pct |
| Investment Income CY | 0.00640 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00760 | 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 | PART III, SHORT YEAR EXPLANATION: | FormAndLineReferenceDesc |
| Explanation | THE SUPPORT INFORMATION FOR 2022 COVERS THE PERIOD JANUARY 1 THROUGH MAY 31, 2022. AS OF JUNE 1, 2022, ATRIUS HEALTH IS NOT A QUALIFIED PUBLIC CHARITY UNDER IRC 501(C)(3) AND INELIGIBLE TO FILE AS A TAX-EXEMPT ENTITY AFTER MAY 31, 2022. | ExplanationTxt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $40,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $59,550 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $99,550 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | ATRIUS HEALTH IS AN INNOVATIVE NON-PROFIT HEALTHCARE ORGANIZATION THAT IS TAX EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS AMENDED THAT DELIVERS A SYSTEM OF CONNECTED CARE TO 705,000 PATIENTS ACROSS EASTERN MASSACHUSETTS. IN FULFILLMENT OF THE ATRIUS HEALTH MISSION TO PROVIDE THE RIGHT CARE WITH KINDNESS AND COMPASSION EVERY DAY TO EVERY PERSON THAT WE SERVE, ATRIUS HEALTH ADVOCATES ON BEHALF OF OUR CLINICIANS, EMPLOYEES AND PATIENTS ON ISSUES SUCH AS PAYMENT REFORM, HEALTH CARE REFORM, PHARMACY AND ISSUES AFFECTING EMPLOYERS TO INCREASE THE QUALITY OF CARE AND HEALTH OF OUR COMMUNITY, MAKE CARE MORE AFFORDABLE, IMPROVE THE PATIENT EXPERIENCE AND CREATE A MEANINGFUL WORK EXPERIENCE. ACTIVITIES IN 2022 ARE DESCRIBED BELOW: MONITORED VARIOUS LEGISLATIVE AND REGULATORY HEARINGS, PREPARED WRITTEN AND ORAL TESTIMONY WHERE NECESSARY. TRACKED KEY LEGISLATION RELATED TO HEALTH CARE AFFECTING ATRIUS HEALTH, INCLUDING OUR CLINICIANS, EMPLOYEES AS WELL AS OUR PATIENTS. PARTICIPATED IN VARIOUS COALITIONS AND ASSOCIATIONS BOTH STATE AND FEDERALLY ON A WIDE VARIETY OF ISSUES (E.G. AMGA, BETTER MEDICARE ALLIANCE, MASSACHUSETTS MEDICAL SOCIETY, MASSACHUSETTS HEALTH & HOSPITAL ASSOCIATION, ETC..) IN ORDER TO ENSURE THAT ISSUES AFFECTING PHYSICIAN PRACTICES ARE INCLUDED IN ONGOING ASSOCIATION ACTIVITIES. PERIODICALLY PARTICIPATED IN LEGISLATIVE BRIEFINGS AND PANELS AS WELL AS ONGOING INTERACTIONS WITH STATE AND FEDERAL POLICYMAKERS TO PROVIDE EDUCATION ON KEY ISSUES SUCH AS TELEHEALTH, PRIMARY CARE, WORKFORCE ISSUES AND VALUE-BASED PAYMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRISTINA J DIAZ MD | ||||||||||||||
| PHY. T'EE; CHIEF OB/GYN | $152,299 | $0 | $0 | $0 | $19,446 | $0 | $13,747 | $0 | $23,442 | $0 | $208,934 | $0 | $0 | $0 |
| JOO Y KIM MD | ||||||||||||||
| PHY. T'EE; ASSOC CHAIR IM-NORTH | $136,155 | $0 | $0 | $0 | $404 | $0 | $18,846 | $0 | $21,262 | $0 | $176,667 | $0 | $0 | $0 |
| LAURA Z LEE MD | ||||||||||||||
| PHY T'EE&BOARD CHAIR; CH.PEDIATRICS | $134,774 | $0 | $0 | $0 | $985 | $0 | $14,830 | $0 | $672 | $0 | $151,261 | $0 | $0 | $0 |
| SCOTT R PERMAN MD | ||||||||||||||
| PHYSICIAN TRUSTEE; INTERNIST | $124,143 | $0 | $0 | $0 | $21,612 | $0 | $5,689 | $0 | $2,305 | $0 | $153,749 | $0 | $0 | $0 |
| PATRICK M HOLLAND | ||||||||||||||
| TREASURER AND CFO | $216,248 | $0 | $0 | $0 | $1,371 | $0 | $19,800 | $0 | $13,453 | $0 | $250,872 | $0 | $0 | $0 |
| KIMBERLY L NELSON | ||||||||||||||
| CLERK; CHIEF LEGAL OFFICER | $151,491 | $0 | $0 | $0 | $1,913 | $0 | $21,776 | $0 | $12,121 | $0 | $187,301 | $0 | $0 | $0 |
| STEVEN L STRONGWATER MD | ||||||||||||||
| PRESIDENT AND CEO | $339,858 | $0 | $0 | $0 | $351,092 | $0 | $39,200 | $0 | $2,269 | $0 | $732,419 | $0 | $0 | $0 |
| CHRISTOPHER M ANDREOLI MD | ||||||||||||||
| CHIEF OPERATING & TRANSFORMATION OFF | $236,539 | $0 | $0 | $0 | $946 | $0 | $9,462 | $0 | $723 | $0 | $247,670 | $0 | $0 | $0 |
| JOE KIMURA MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $168,071 | $0 | $0 | $0 | $20,812 | $0 | $23,123 | $0 | $12,272 | $0 | $224,278 | $0 | $0 | $0 |
| DANIEL D MORIARTY | ||||||||||||||
| CIO | $150,377 | $0 | $0 | $0 | $3,180 | $0 | $16,874 | $0 | $11,085 | $0 | $181,516 | $0 | $0 | $0 |
| LOUIS A BLEY MD | ||||||||||||||
| ASSO. CHAIR, SPECIALTIES | $349,897 | $0 | $0 | $0 | $21,520 | $0 | $30,966 | $0 | $14,648 | $0 | $417,031 | $0 | $0 | $0 |
| JOHN B LAZOR MD | ||||||||||||||
| OTOLARYNGOLOGIST | $412,385 | $0 | $0 | $0 | $18,906 | $0 | $33,923 | $0 | $14,497 | $0 | $479,711 | $0 | $0 | $0 |
| KAI MITHOEFER MD | ||||||||||||||
| ORTHOPEDIST | $281,276 | $0 | $0 | $0 | $10,307 | $0 | $11,831 | $0 | $13,388 | $0 | $316,802 | $0 | $0 | $0 |
| JAMES E PHILLIPS MD | ||||||||||||||
| ORTHOPEDIST | $365,140 | $0 | $72,000 | $0 | $216,510 | $0 | $22,755 | $0 | $14,334 | $0 | $690,739 | $0 | $0 | $0 |
| CHRIS SAMBAZIOTIS MD | ||||||||||||||
| ORTHOPEDIST | $365,891 | $0 | $58,500 | $0 | $842 | $0 | $29,248 | $0 | $12,010 | $0 | $466,491 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, QUESTION 4B - INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A WHO PARTICIPATED IN, OR RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. CHRISTOPHER ANDREOLI; LOUIS BLEY; KAREN DASILVA; CRISTINA DIAZ; JOO KIM; JOSEPH KIMURA; LAURA LEE; KAI MITHOEFER: JAMES PHILLIPS; CHRIS SAMBAZIOTIS; STEVEN STRONGWATER | ExplanationTxt |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | SEE SCHEDULE O STATEMENT | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2022-05-31 | DistributionDt |
| Fair Market Value Of Asset | $236,000,000 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | SEE SCHEDULE O STATEMENT | MethodOfFMVDeterminationTxt |
| EIN | 264517944 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUS HEALTH EQUITY FOUNDATION INC (FKA ATRIUS HEALTH FOUNDATION INC) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 PERKINS ST SUITE C210 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | 0 | DirectorOfSuccessorInd |
| Employee Of Successor | Yes (1) | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | Yes (1) | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | Yes (1) | LiabilitiesPaidInd |
| Bonds Outstanding | Yes (1) | BondsOutstandingInd |
| Bond Liabilities Discharged | Yes (1) | BondLiabilitiesDischargedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2E: | PERSON(S) INVOLVED: INDIVIDUALS WHO BECAME AN OFFICER OF ATRIUS MSO:STEVEN L. STRONGWATER, MD : PRESIDENT AND CEOPATRICK HOLLAND : CFOCHRISTOPHER ANDREOLI : CHIEF TRANSFORMATION OFFICER AND CHIEF OPERATING OFFICER |
| PART I, LINE 2E: | EXPLANATION OF INVOLVEMENT: UPON THEIR TRANSFER TO ATRIUS MSO, THE INDIVIDUALS RESPONSIBILITIES AND COMPENSATION DID NOT CHANGE. |
| PART I, LINE 6C: | TAX-EXEMPT BONDS OUTSTANDING IN 2022 - EXPLANATION OF HOW THE ORGANIZATION DEFEASED OR OTHERWISE SETTLED THE LIABILITIES:EFFECTIVE AS OF MAY 31, 2022 (THE "EFFECTIVE DATE"), ATRIUS HEALTH, INC. HAS REDEEMED OR MADE PROVISION FOR THE PAYMENT, DISCHARGE AND DEFEASANCE OF THE REMAINING OUTSTANDING PRINCIPAL OF THE BONDS LISTED BELOW. THE SERIES A BONDS (AS DEFINED BELOW) MATURING ON OR AFTER JUNE 1, 2029 WILL BE CALLED FOR OPTIONAL REDEMPTION ON JUNE 1, 2029. THE SERIES B BONDS (AS DEFINED BELOW) WERE OPTIONALLY REDEEMED AS OF THE EFFECTIVE DATE. MASSACHUSETTS DEVELOPMENT FINANCE AGENCYREVENUE BONDS, ATRIUS HEALTH ISSUE, SERIES A (2019) (THE "SERIES A BONDS")DEFEASED OUTSTANDING PRINCIPAL: MATURITY DATE: JUNE 1, 2039; PRINCIPAL: $53,735,000; CUSIP: 57584YSJ9 MATURITY DATE: JUNE 1, 2049; PRINCIPAL: $83,950,000; CUSIP: 57584YSK6 MASSACHUSETTS DEVELOPMENT FINANCE AGENCYREVENUE BONDS, ATRIUS HEALTH ISSUE, SERIES B (2019) (FEDERALLY TAXABLE) (THE "SERIES B BONDS")REDEEMED OUTSTANDING PRINCIPAL: MATURITY DATE: JUNE 1, 2024; PRINCIPAL: $ 9,660,000; CUSIP: 57584YSG5 MATURITY DATE: JUNE 1, 2029; PRINCIPAL: $19,115,000; CUSIP: 57584YSH3 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | ATRIUS HEALTH'S MOST SIGNIFICANT ACTIVITIES ARE: 1) PROVIDING OUTSTANDING HEALTHCARE FOR PATIENTS ACROSS EASTERN MASSACHUSETTS, 30 CLINICAL SITES FROM CHELMSFORD IN THE NORTH TO CAPE COD IN THE SOUTH AND TO RT 495 IN THE WEST AND INNOVATING THE WAY IN WHICH CARE IS DELIVERED. 2) TEACHING THE NEXT GENERATION OF CLINICIANS, INCLUDING MEDICAL STUDENTS AND RESIDENTS FROM HARVARD MEDICAL SCHOOL AND TUFTS MEDICAL SCHOOL, AS WELL AS MASSACHUSETTS COLLEGE OF PHARMACY AND OTHER NURSING AND ANCILLARY PROGRAMS. 3) CONDUCTING CLINICAL RESEARCH LARGELY AIMED AT IMPROVING THE WAY IN WHICH CARE IS DELIVERED. |
| STATEMENT 2: DESCRIPTION OF ORGANIZATION'S PROGRAM SERVICE ACCOMPLISHMENTS | ATRIUS HEALTH PROVIDES OUTSTANDING AND INNOVATIVE HEALTHCARE TO PATIENTS ACROSS EASTERN MASSACHUSETTS, IN 30 CLINICAL SITES FROM CHELMSFORD IN THE NORTH TO CAPE COD IN THE SOUTH AND TO RT 495 IN THE WEST. IN 2022 THE ORGANIZATION PROVIDED MEDICAL, PREVENTATIVE AND OTHER CLINICAL SERVICES TO ITS APPROXIMATELY 554,000 PATIENTS THROUGH 845,057 PATIENT ENCOUNTERS (INCLUDING 78,928 MEDICAID AND 212,097 MEDICARE ENCOUNTERS). THE ORGANIZATION PARTICIPATED IN EDUCATIONAL AND TRAINING PROGRAMS FOR THE NEXT GENERATION OF CLINICIANS, INCLUDING RESIDENTS, FELLOWS, MEDICAL STUDENTS, NURSING STUDENTS, NP AND PA STUDENTS, PHARMACY STUDENTS AND PT STUDENTS FROM HARVARD MEDICAL SCHOOL, TUFTS MEDICAL SCHOOL, MCPHS UNIVERSITY AND OTHERS. SUCH PROGRAMS INCLUDED CLINICIAN TEACHERS. THE ORGANIZATION CONDUCTED CLINICAL RESEARCH LARGELY AIMED AT IMPROVING THE WAY IN WHICH CARE IS DELIVERED. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE VOTING MEMBERS OF THE CORPORATION ("VMOCS") ARE EMPLOYED PHYSICIANS WHO HAVE BEEN EMPLOYED BY THE ORGANIZATION FOR 2 YEARS AND ACHIEVE VMOC STATUS IN ACCORDANCE WITH ORGANIZATION'S POLICY AND PROCEDURES. THE VMOCS DO NOT HAVE ANY GOVERNANCE RIGHTS AND DO NOT SERVE AS STATUTORY MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | PER THE BYLAWS IN EFFECT THROUGH MAY 31, 2022, THE VMOCS ELECT THE PHYSICIAN TRUSTEES WHO SERVE ON THE ORGANIZATION'S BOARD OF TRUSTEES. THE VMOCS HAVE NO STATUTORY MEMBER AUTHORITY OR OTHER GOVERNANCE RIGHTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | AS OF CLOSE OF BUSINESS ON MAY 31, 2022, ATRIUS HEALTH, INC. CONSUMMATED A TRANSACTION WITH COLLABORATIVE CARE HOLDINGS, INC, A WHOLLY-OWNED SUBSIDIARY OF OPTUM CARE, IN WHICH ALL OF THE ASSETS OF ATRIUS HEALTH, INC. WERE PURCHASED AND ATRIUS HEALTH'S TAX-EXEMPT STATUS WAS TERMINATED. IN ADDITION, EFFECTIVE WITH THE CONSUMMATION OF THE TRANSACTION, THE ATRIUS HEALTH, INC. BOARD OF TRUSTEES WAS DISBANDED, AND ATRIUS HEALTH FOUNDATION, INC. (NOW KNOWN AS ATRIUS HEALTH EQUITY FOUNDATION) BECAME INDEPENDENT OF ATRIUS HEALTH, INC. BECAUSE THE ATRIUS HEALTH, INC. BOARD OF TRUSTEES HAS BEEN DISBANDED, ATRIUS HEALTH ASKED THE CURRENT TREASURER OF THE ATRIUS HEALTH EQUITY FOUNDATION, AND A FORMER BOARD MEMBER OF ATRIUS HEALTH, INC. TO REVIEW THE FILING PRIOR TO SUBMISSION. IN ADDITION, MANAGEMENT OF ATRIUS HEALTH REVIEWED AND PROVIDED SOURCE DATA AND DOCUMENTATION FOR THE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S OFFICERS, TRUSTEES, KEY EMPLOYEES, SENIOR MANAGERS AND CERTAIN OTHER EMPLOYEES AS APPROPRIATE ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AS DEFINED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY (POLICY), WHICH INCORPORATES THE IRS CONFLICT OF INTEREST RECOMMENDATIONS. THE RESPONSES ARE REVIEWED BY THE CHIEF LEGAL OFFICER. IN THE EVENT THE CHIEF LEGAL OFFICER DETERMINES THAT A DISCLOSURE MAY RESULT IN A REAL OR POTENTIAL CONFLICT OF INTEREST, THEN THE CHIEF LEGAL OFFICER REVIEWS SUCH POTENTIAL CONFLICT WITH THE CHAIR OF THE GOVERNANCE COMMITTEE. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, AS DETERMINED BY THE CHAIR OF THE GOVERNANCE COMMITTEE, ANY SUCH DISCLOSURE THAT MEETS THE DEFINITION OF A POTENTIAL CONFLICT IS REVIEWED BY EITHER THE GOVERNANCE COMMITTEE OR THE BOARD OF TRUSTEES AND IS ADDRESSED AS DIRECTED BY THE GOVERNANCE COMMITTEE OR THE BOARD. IN ACCORDANCE WITH THE POLICY, OFFICERS, TRUSTEES, KEY EMPLOYEES, SENIOR MANAGERS AND CERTAIN OTHER EMPLOYEES AS APPROPRIATE ARE EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST THAT ARISES DURING THE YEAR AND ANY SUCH POTENTIAL CONFLICT WOULD BE REVIEWED IN ACCORDANCE WITH THE PROCESS NOTED ABOVE. |
| FORM 990, PART VI, SECTION B, LINE 15 | CERTAIN COMMUNITY TRUSTEES, WHO MEET THE IRS'S DEFINITION OF INDEPENDENCE, SERVE AS THE VOTING MEMBERS OF THE COMPENSATION COMMITTEE, A COMMITTEE OF THE ORGANIZATION'S BOARD OF TRUSTEES. IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS, THE COMPENSATION COMMITTEE: (I) CONSULTS WITH A NATIONALLY RECOGNIZED COMPENSATION CONSULTING COMPANY TO ASSIST IT IN DETERMINING THAT COMPENSATION RANGES AND STRUCTURES ARE REASONABLE (AS DEFINED BY APPLICABLE INTERNAL REVENUE SERVICE (IRS) REGULATIONS AND RULINGS); AND (II) ADOPTS AND IMPLEMENTS POLICIES AND PROCEDURES CONSISTENT WITH SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME, AND THE REGULATIONS ISSUED THEREUNDER. THE COMPENSATION COMMITTEE APPROVES COMPENSATION FOR OFFICERS AND OTHER EMPLOYEES AS APPROPRIATE BASED ON RESEARCH AND STATEMENTS OF REASONABLENESS FROM NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS WHO PROVIDE AN ANALYSIS OF THE MARKET COMPETITIVENESS AND REASONABLENESS OF THE COMPENSATION. ANNUALLY THE COMPENSATION COMMITTEE APPROVES THE ORGANIZATIONAL GOALS AND RELATED METRICS FOR THE CEO, OFFICERS AND CERTAIN OTHER EMPLOYEES. THE KEY CRITERIA FOR OFFICERS, CERTAIN EMPLOYEES AND PHYSICIANS ARE MARKET COMPETITIVENESS, ORGANIZATIONAL ACHIEVEMENT AND INDIVIDUAL PERFORMANCE. CEO COMPENSATION IS BASED ON MARKET COMPETITIVENESS, AN EVALUATION OF INDIVIDUAL PERFORMANCE, AN ASSESSMENT OF ACHIEVEMENT OF ORGANIZATIONAL GOALS AND SUBJECTIVE AND OBJECTIVE MEASUREMENTS APPROVED BY THE COMPENSATION COMMITTEE. COMPENSATION DECISIONS BY THE COMPENSATION COMMITTEE ARE MADE IN ADVANCE OF IMPLEMENTATION AND ARE PROPERLY DOCUMENTED ON A TIMELY BASIS IN COMPENSATION COMMITTEE MINUTES. ALL COMPENSATION DECISIONS RELATED TO OFFICERS AND CERTAIN DEFINED EMPLOYEES AND THE PHYSICIAN COMPENSATION MODELS MUST BE APPROVED BY THE ORGANIZATION'S COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE ATTACHED TO THE MA FORM PC FILED WITH THE ATTORNEY GENERAL'S OFFICE, WHICH IS AVAILABLE TO THE PUBLIC FOR INSPECTION. THE ARTICLES OF ORGANIZATION ARE AVAILABLE AT THE MASSACHUSETTS SECRETARY OF STATE'S OFFICE, INCLUDING THROUGH ITS WEBSITE. OTHER GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. REQUESTS FOR COPIES OF SUCH DOCUMENTS ARE CONSIDERED ON A CASE BY CASE BASIS. |
| FORM 990, PART IX, LINE 11G | OUTSIDE UTILIZATION CHARGES (CAPITATION CONTRACTS): PROGRAM SERVICE EXPENSES 447,666,279. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 447,666,279. OTHER SERVICES: PROGRAM SERVICE EXPENSES 7,736,990. MANAGEMENT AND GENERAL EXPENSES 1,435,970. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,172,960. |
| FORM 990, PART XI, LINE 9: | DISPOSITION OF NET ASSETS PURSUANT TO PLAN APPROVED BY MA AGO (SEE SCH. O) -209,623,246. |
| CHANGE IN ORGANIZATION STRUCTURE - FINAL FORM 990 | AFTER THE CLOSE OF BUSINESS ON MAY 31, 2022, ATRIUS HEALTH, INC. ("ATRIUS") BECAME PART OF OPTUMCARE. OPTUMCARE IS A NATIONAL, PHYSICIAN-LED, CARE DELIVERY ORGANIZATION COMPRISED OF MULTI-SPECIALTY PHYSICIAN GROUPS, A NATIONAL URGENT CARE PLATFORM, AND A NATIONAL PLATFORM OF OWNED AND MANAGED AMBULATORY SURGERY CENTERS. OPTUMCARE IS BUT ONE DIVISION OF OPTUM, INC., A MULTI-NATIONAL ORGANIZATION THAT IN ADDITION TO CARE DELIVERY AND SERVICES PROVIDED BY ITS OPTUM HEALTH SEGMENT PROVIDES HEALTHCARE ANALYTICS AND PAYMENT SUPPORT SERVICES THROUGH OPTUM INSIGHT, AND PHARMACY BENEFIT MANAGEMENT AND PHARMACY CARE SERVICES THROUGH OPTUMRX. OPTUM IS PART OF UNITED HEALTH GROUP, INC. A PUBLICLY-TRADED ORGANIZATION THAT ALSO INCLUDES A HEALTH INSURANCE AND BENEFITS ORGANIZATION, UNITED HEALTHCARE. TRANSACTION FORMAT ATRIUS IS A MASSACHUSETTS NON-STOCK (I.E. NONPROFIT) CORPORATION THAT PRIOR TO THE OPTUM TRANSACTION WAS RECOGNIZED AS A PUBLIC CHARITY UNDER STATE LAW, AS WELL AS A PUBLIC CHARITY EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). IN JOINING OPTUM, ATRIUS NO LONGER SATISFIES IRC REQUIREMENTS TO REMAIN A FEDERAL TAX EXEMPT ORGANIZATION. ADDITIONALLY, ATRIUS COULD NO LONGER BE RECOGNIZED AS A CHARITY UNDER MASSACHUSETTS LAW, AND THUS NEEDED TO FORMALLY SEPARATE FROM ITS WHOLLY-OWNED SUBSIDIARY, ATRIUS HEALTH FOUNDATION, INC. ("FOUNDATION"). HOWEVER, ATRIUS REMAINS A MASSACHUSETTS NON-STOCK CORPORATION, ALBEIT ONE THAT IS NO LONGER A PUBLIC CHARITY UNDER FEDERAL AND STATE LAW. IN ITS REQUEST TO THE OAG FOR APPROVAL OF THE TRANSACTION, ATRIUS COMMITTED TO OPERATING EXCLUSIVELY AND USE PROFITS SOLELY TO FURTHER ITS MEDICAL PURPOSES (G.L. CH. 180, S. 4), TO NOT DISTRIBUTE PROFITS TO PRIVATE PARTIES, AND TO ENGAGE IN FAIR MARKET VALUE CONTRACTING. IN ANTICIPATION OF THE TRANSACTION WITH OPTUM, IN LATE 2021, ATRIUS FORMED A NEW MANAGEMENT SERVICES ORGANIZATION, ATRIUS MSO, LLC ("MSO"), WHICH WAS WHOLLY-OWNED BY ATRIUS UNTIL THE TRANSACTION WITH OPTUM WAS CONSUMMATED. EFFECTIVE JANUARY 1, 2022, THE MSO EMPLOYED CERTAIN CLINICAL AND NON-CLINICAL EMPLOYEES THAT HAD BEEN EMPLOYED BY ATRIUS. ATRIUS CONTRIBUTED SUBSTANTIALLY ALL OF ITS ASSETS AND OPERATIONS TO THE MSO, NOW WHOLLY-OWNED BY AN OPTUM COMPANY,COLLABORATIVE CARE HOLDINGS, LLC ("CCH"). THE CONTRIBUTED ASSETS INCLUDED ATRIUS' LEASES, VENDOR AND SERVICES AGREEMENTS, PROPERTY AND EQUIPMENT AND TRADE AND SERVICE MARKS. ATRIUS RETAINED ALL CONTRACTS WITH THIRD PARTY PAYERS AND SUBSTANTIALLY ALL OF ITS CLINICAL EMPLOYEES. UNDER A LONG-TERM ADMINISTRATIVE SERVICES AGREEMENT, THE MSO PROVIDES A RANGE OF MANAGEMENT, FINANCIAL, AND TECHNICAL SERVICES TO ATRIUS. PAYMENT OF NET PROCEEDS AND SEPARATION FROM ATRIUS HEALTH FOUNDATION (RENAMED ATRIUS HEALTH EQUITY FOUNDATION) AFTER ATRIUS CONTRIBUTED THE ASSETS TO THE MSO, CCH PAID $236 MILLION FOR THE CONTRIBUTED ATRIUS ASSETS. HOWEVER, SINCE THIS AMOUNT WOULD HAVE CONSTITUTED CHARITABLE PROCEEDS, AND ATRIUS NO LONGER QUALIFIED AS A CHARITABLE ORGANIZATION, ATRIUS DISTRIBUTED SUCH FUNDS TO THE FOUNDATION. CONCURRENTLY, THE FOUNDATION AMENDED ITS ARTICLES AND BYLAWS TO SEVER ALL LEGAL TIES TO ATRIUS, AND THE FOUNDATION NOW OPERATES AS A SEPARATE ORGANIZATION CALLED "ATRIUS HEALTH EQUITY FOUNDATION". IN MASSACHUSETTS THE STATE'S OFFICE OF THE ATTORNEY GENERAL ("OAG") ENFORCES CHARITIES LAW AND THUS WAS REQUIRED TO APPROVE ATRIUS' TRANSACTION WITH OPTUM AND TO ASSENT TO THE PAYMENT OF THE TRANSACTION SALE PROCEEDS TO THE FOUNDATION. ATRIUS ENGAGED IN EXTENSIVE DISCUSSIONS WITH OAG REGARDING THE TRANSACTION, AND THE OAG CONDUCTED ITS OWN FINANCIAL ANALYSIS AND INVESTIGATION. THE OAG DETERMINED THAT THROUGH THE PURCHASE PRICE AND ADDITIONALLY THROUGH OPTUMCARE'S POST-CLOSING COMMITMENTS OUTLINED IN THE TRANSACTION DOCUMENTS IN EXHIBIT 5, THE TRANSACTION INCLUDED FAIR VALUE IN EXCHANGE FOR ATRIUS'' ASSETS. THE OAG APPROVED THE TRANSACTION SUBJECT TO ATRIUS AND THE FOUNDATION BOTH AGREEING TO CERTAIN CONDITIONS THAT FURTHER CEMENTED THEIR LEGAL SEPARATION (NO GRANTS FROM THE FOUNDATION TO OPTUM, NO BOARD MEMBERSHIPS FOR ATRIUS EMPLOYEES). AFTER RECEIVING APPROVAL FROM THE OAG, ATRIUS RECEIVED FINAL AUTHORIZATION FROM THE MASSACHUSETTS SUPREME JUDICIAL COURT TO PROCEED WITH THE TRANSACTION. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUS MSO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 GROVE ST SUITE 2-300 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871803974 | EIN |
| Primary Activities | ADMINISTRATIVE SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUS HEALTH INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUS HEALTH FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 GROVE ST SUITE 2-300 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264517944 | EIN |
| Primary Activities | SUPPORT ATRIUS HEALTH AND ITS PARTICIPATING ORGANIZATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUS HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |