STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

COMMONWEALTH CARE ALLIANCE INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
COMMONWEALTH CARE ALLIANCE INC (EIN 04-3756900)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202013219349305436
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-11-16T10:13:39-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line180 CITY SQUAREAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021293742ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043756900EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMONWEALTH CARE ALLIANCE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone6174260600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 WINTER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMIHIR SHAHPersonNm
Person TitleTREASURER & CFOPersonTitleTxt
Phone6174260600PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNNE JOHNSONPreparerPersonNm
PTINP00757336PTIN
Phone6179129000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.226.132.236IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm09:57:41IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdAECF77219117B6B1EC9B6AE33341583F740A001DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRISTOPHER D PALMIERIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 WINTER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,586,751,905GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.COMMONWEALTHCARE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionCOMMONWEALTH CARE ALLIANCE, INC.'S MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE WITH SIGNIFICANT NEEDS BY INNOVATING, COORDINATING AND PROVIDING THE HIGHEST QUALITY, INDIVIDUALIZED CARE.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee1489TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,257,605,215PYProgramServiceRevenueAmt
CY Program Service Revenue$1,540,548,178CYProgramServiceRevenueAmt
PY Investment Income$1,254,268PYInvestmentIncomeAmt
CY Investment Income$3,617,066CYInvestmentIncomeAmt
PY Other Revenue$200,672PYOtherRevenueAmt
CY Other Revenue$616,817CYOtherRevenueAmt
PY Total Revenue$1,259,060,155PYTotalRevenueAmt
CY Total Revenue$1,544,782,061CYTotalRevenueAmt
PY Grants And Similar Paid$225,992PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$230,292CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$87,862,425PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$102,203,731CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,155,405,340PYOtherExpensesAmt
CY Other Expenses$1,420,906,809CYOtherExpensesAmt
PY Total Expenses$1,243,493,757PYTotalExpensesAmt
CY Total Expenses$1,523,340,832CYTotalExpensesAmt
PY Revenues Less Expenses$15,566,398PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$21,441,229CYRevenuesLessExpensesAmt
Total Assets BOY$302,580,294TotalAssetsBOYAmt
Total Assets EOY$405,019,704TotalAssetsEOYAmt
Total Liabilities BOY$196,719,255TotalLiabilitiesBOYAmt
Total Liabilities EOY$276,030,718TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$105,861,039NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$128,988,986NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionCOMMONWEALTH CARE ALLIANCE, INC.'S MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE WITH SIGNIFICANT NEEDS BY INNOVATING, COORDINATING AND PROVIDING THE HIGHEST QUALITY, INDIVIDUALIZED CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,342,226,524ExpenseAmt
Grant$230,292GrantAmt
Revenue$1,541,164,995RevenueAmt
DescCOMMONWEALTH CARE ALLIANCE (CCA) HAS CONTRACTED WITH COMMUNITY BASED PRIMARY CARE PRACTICES THAT HAVE DEMONSTRATED EXPERIENCE SERVING ADULTS IN A MANAGED CARE NETWORK. EXAMPLES OF THESE PRIMARY CARE SITES INCLUDE AFFILIATED PHYSICIANS GROUP OF JAMAICA PLAIN, BOSTON UNIVERSITY GERIATRICS, BRIGHTWOOD HEALTH SERVICES, CAMBRIDGE HEALTH ALLIANCE, EAST BOSTON HEALTH CENTER, ELDER SERVICE PLAN OF THE NORTH SHORE, HARBOR HEALTH SERVICE, UPHAM'S CORNER HEALTH CENTER. CCA IS ONE OF THE SIX SENIOR CARE OPTION OR "SCO ORGANIZATIONS IN THE COMMONWEALTH: THE SCO PROGRAM IS A COMPREHENSIVE HEALTH PLAN THAT COVERS ALL SERVICES REIMBURSABLE UNDER A DELIVERY SYSTEM AND ITS PREFERRED NETWORK OF PROVIDERS. CCA IS ALSO ONE OF TWO ORGANIZATIONS THAT OFFERS ONE CARE TO INDIVIDUALS AGED 18 TO 64 RESIDENT IN THE COMMONWEALTH OF MASSACHUSETTS.Desc
Total Program Service Expenses$1,342,226,524TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4038IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1489EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA FLEMING SECRETARY & CLERK GENERAL COUNSELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174260600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 WINTER STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
CHRISTOPHER D PALMIERI
PRESIDENT & CEO, DIRECTOR20.0020.00Yes (X)Yes (X)$1,157,797$0$236,637
LISA FLEMING
SECRETARY & CLERK, CHIEF LEGAL OFFICER20.0020.00Yes (X)$673,661$0$43,764
COURTNEY MURPHY
CHIEF OPERATING OFFICER40.000.00$648,309$0$47,966Yes (X)
ROBERT MACARTHUR
CHIEF MEDICAL OFFICER40.000.00$535,154$0$53,428Yes (X)
LAWRENCE GOTTLIEB
CHIEF QUALITY OFFICER40.000.00$499,417$0$45,159Yes (X)
ERIC PRICE
SPECIAL ASSISTANCE TO THE CEO40.000.00$465,590$0$12,384Yes (X)
JOHN LOUGHNANE
CHIEF OF INNOVATION40.000.00$440,806$0$19,621Yes (X)
KATHLEEN MCCANN
CHIEF HR OFFICER (UNTIL MAY 2019)40.000.00$438,337$0$15,208Yes (X)
SARAH GARRITY
CHIEF MARKETING OFFICER40.000.00$423,889$0$31,934Yes (X)
DONNA MOORE
SENIOR VP, MIH (UNTIL SEPT. 2019)40.000.00$383,218$0$16,362Yes (X)
MIHIR SHAH
TREASURER & CFO20.0020.00Yes (X)$370,680$0$15,945
CAROL RAPHAEL
VICE CHAIR OF THE BOARD3.002.00Yes (X)$0$0$0
LEN FISHMAN
DIRECTOR3.002.00Yes (X)$0$0$0
DAVID KLEIN
DIRECTOR3.002.00Yes (X)$0$0$0
TEJAL GANDHI MD
DIRECTOR3.002.00Yes (X)$0$0$0
ROBERT GITTENS
DIRECTOR3.002.00Yes (X)$0$0$0
IRA GOTTLIEB
DIRECTOR3.002.00Yes (X)$0$0$0
CHARLES CARR
DIRECTOR3.002.00Yes (X)$0$0$0
THOMAS LYNCH
CHAIR OF THE BOARD (UNTIL DEC. 2019)6.004.00Yes (X)$0$0$0
CHRISTOPHER KOLLER
DIRECTOR3.002.00Yes (X)$0$0$0
JOSEPH PADUDA
DIRECTOR3.002.00Yes (X)$0$0$0
J GARRETT PARKER JR
DIRECTOR3.002.00Yes (X)$0$0$0
ROBERT RESTUCCIA
DIRECTOR (UNTIL MARCH 2019)3.002.00Yes (X)$0$0$0
NANCY TURNBALL
DIRECTOR3.002.00Yes (X)$0$0$0
LESLIE KIRWAN
DIRECTOR3.002.00Yes (X)$0$0$0
MARK REYNOLDS
DIRECTOR (UNTIL JUNE 2019)3.002.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,036,858TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$538,408TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K349IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MCKINSEY & COMPANY INC
280 CONGRESS STREET SUITE 1100BOSTONMA02210CONSULTING$5,300,000
CURTIS PERRY BRANDING PLUS LLC
41 EAST 11TH STREET 11TH FLOORNEW YORKNY10003ADVERTISING$2,141,182
HURON TRANSACTION ADVISORY LLC
100 HIGH STREET 2301BOSTONMA02110CONSULTING$1,608,088
DELOITTE CONSULTING LLP
200 BERKELEY STREET 10TH FLOORBOSTONMA02116CONSULTING$1,426,589
CLEARLINK PARTNERS LLC
574 GRAMERCY DRIVEMARIETTAGA30068HEALTHCARE/TECHNOLOGY$1,090,583
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K817CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ENROLLEE FEES621300$1,539,842,432$1,539,842,432
GRANT REVENUE900099$705,746$705,746
FieldValueIRS element (for citing)
Total Program Service Revenue$1,540,548,178TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,608,988TotalRevenueColumnAmt
Exclusion$3,608,988ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$41,977,922SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$41,969,844SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,078SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,078TotalRevenueColumnAmt
Exclusion$8,078ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$616,817TotalRevenueColumnAmt
Related Or Exempt Func Income$616,817RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$616,817OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,544,782,061TotalRevenueColumnAmt
Related Or Exempt Func Income$1,541,164,995RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,617,066ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$230,292TotalAmt
Program Services$230,292ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,575,265TotalAmt
Management And General$6,575,265ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$74,427,387TotalAmt
Management And General$74,427,387ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,330,953TotalAmt
Management And General$4,330,953ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,806,575TotalAmt
Management And General$7,806,575ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,063,551TotalAmt
Management And General$9,063,551ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$623,602TotalAmt
Management And General$623,602ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,733,572TotalAmt
Management And General$1,733,572ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$824,918TotalAmt
Management And General$824,918ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$205,716TotalAmt
Management And General$205,716ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$30,181,400TotalAmt
Management And General$30,181,400ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,563,703TotalAmt
Management And General$2,563,703ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,380,798TotalAmt
Management And General$2,380,798ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$6,892,836TotalAmt
Management And General$6,892,836ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,422,804TotalAmt
Management And General$7,422,804ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,555,658TotalAmt
Management And General$1,555,658ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$360,637TotalAmt
Management And General$360,637ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,485,765TotalAmt
Management And General$3,485,765ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,370,563TotalAmt
Management And General$3,370,563ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL EXPENSES$1,112,406,962$1,112,406,962
CAPITATION EXPENSES$229,589,270$229,589,270
CLAIMS ADJUDICATION$15,256,256$15,256,256
DUES & SUBSCRIPTIONS$426,354$426,354

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,625,995TotalAmt
Management And General$1,625,995ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,523,340,832TotalAmt
Program Services$1,342,226,524ProgramServicesAmt
Management And General$181,114,308ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$55,140,226BOYAmt
EOY$17,291,856EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$65,389,975BOYAmt
EOY$165,080EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$97,094,625BOYAmt
EOY$179,662,989EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,799,336BOYAmt
EOY$3,519,842EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$41,331,466LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,764,497LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,914,233BOYAmt
EOY$23,566,969EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$55,450,446BOYAmt
EOY$119,626,177EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$1,404,999EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$14,791,453BOYAmt
EOY$59,781,792EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$302,580,294BOYAmt
EOY$405,019,704EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$24,639,331BOYAmt
EOY$30,563,964EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$172,079,924BOYAmt
EOY$245,466,754EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$196,719,255BOYAmt
EOY$276,030,718EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$105,861,039BOYAmt
EOY$128,988,986EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$105,861,039BOYAmt
EOY$128,988,986EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$302,580,294BOYAmt
EOY$405,019,704EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$21,441,229ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,686,718NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,150CurrentTaxYearMinus3YearsAmt
Total$5,150TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$762,435,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$833,793,457CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,029,992,170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,257,805,887CurrentTaxYearMinus1YearAmt
Current Tax Year$1,541,164,995CurrentTaxYearAmt
Total$5,425,192,078TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$762,435,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$833,798,607CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,029,992,170CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,257,805,887CurrentTaxYearMinus1YearAmt
Current Tax Year$1,541,164,995CurrentTaxYearAmt
Total$5,425,197,228TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,000CurrentTaxYearMinus3YearsAmt
Total$5,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,000CurrentTaxYearMinus3YearsAmt
Total$5,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$5,425,192,228PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$319,060CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$100,258CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,606CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,254,268CurrentTaxYearMinus1YearAmt
Current Tax Year$3,608,988CurrentTaxYearAmt
Total$4,748,060TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$319,060CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$100,258CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$103,606CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,254,268CurrentTaxYearMinus1YearAmt
Current Tax Year$3,608,988CurrentTaxYearAmt
Total$4,748,060TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$762,116,509CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$833,898,865CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,030,095,776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,259,060,155CurrentTaxYearMinus1YearAmt
Current Tax Year$1,544,773,983CurrentTaxYearAmt
Total$5,429,945,288TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99910PublicSupportCY509Pct
Public Support PY5090.99980PublicSupportPY509Pct
Investment Income CY0.00090InvestmentIncomeCYPct
Investment Income PY0.00020InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$1,897,442DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$184,478OtherActivitiesAmt
Total Lobbying Expenditures$2,081,920TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationCCA PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS, A PIECE OF WHICH MAY BE USED BY SUCH ORGANIZATIONS FOR FEDERAL LOBBYING ACTIVITIES ON BEHALF OF CCA AND OTHER SIMILARLY SITUATED ORGANIZATIONS.ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$119,298OtherCostOrOtherBasisAmt
Book Value$119,298BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,498,744OtherCostOrOtherBasisAmt
Depreciation$338,631DepreciationAmt
Book Value$2,160,113BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,225,565OtherCostOrOtherBasisAmt
Depreciation$1,344,248DepreciationAmt
Book Value$2,881,317BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,799,323OtherCostOrOtherBasisAmt
Depreciation$6,235,697DepreciationAmt
Book Value$2,563,626BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,688,536OtherCostOrOtherBasisAmt
Depreciation$9,845,921DepreciationAmt
Book Value$15,842,615BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$23,566,969TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDescBook ValueBookValueAmt
ASSETS LIMITED AS TO USE$3,733,645
DUE FROM BOSTON COMMUNITY MEDICAL GROUP$19,867,619
DEPOSITS$116,744
DUE FROM COMMONWEALTH CLINICAL ALLIANCE, INC$35,451,585
DUE FROM INSTITUTE FOR ADVANCING CONSUMER CENTERED QUALITY, INC.$513,213
OTHER CURRENT ASSETS - 403(B) FORFEITURE ACCOUNT$98,986
FieldValueIRS element (for citing)
Total Book Value Other Assets$59,781,792TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)

DescDescAmtAmt
MEDICAL EXPENSE OBLIGATIONS$158,435,404
REFUNDABLE ADVANCES$30,330,684
DEFERRED RENT$3,866,871
DEFERRED FUNDRAISING$945,583
OTHER LIABILITIES$9,123,454
UNEARNED ROYALTIES$155,000
DUE TO BOSTON COMMUNITY MEDICAL GROUP$9,586,851
DUE TO COMMONWEALTH CLINICAL ALLIANCE, INC$32,973,085
DUE TO INSTITUTE FOR ADVANCING CONSUMER CENTERED QUALITY, INC.$49,822
FieldValueIRS element (for citing)
Total Liability$245,466,754TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
HEALTHCARE FOR ALL
ONE FEDERAL STBOSTONMA02110043071598501(C)(3)$100,000HOST SPONSORSHIP
BOSTON CENTER FOR INDEPENDENT LIVING
60 TEMPLE PLACEBOSTONMA02111042546595501(C)(3)$22,500HOST SPONSORSHIP
DISABILITY POLICY CONSORTIUM INC
11 DARTMOUTH STREET SUITE 301MALDENMA02148043570281501(C)(3)$15,000HOST SPONSORSHIP
HEALTH LAW ADVOCATES INC
ONE FEDERAL STBOSTONMA02110043298116501(C)(3)$10,000HOST SPONSORSHIP
BOSTON SELF HELP CENTER INC
1534 TREMONT STBOSTONMA02120042649399501(C)(3)$5,300HOST SPONSORSHIP
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationIN 2019, THE ORGANIZATION SPONSORED OTHER HUMAN SERVICES ORGANIZATIONS AND ORGANIZATIONS WITH SIMILAR MISSIONS. MEMBERS OF THE ORGANIZATION'S EXECUTIVE MANAGEMENT TEAM SELECT THE THIRD PARTIES THAT IT WILL SPONSOR, DETERMINE THE AMOUNT OF SPONSORSHIP AND MAINTAIN RECORDS TO SUBSTANTIATE THE CONTRIBUTIONS MADE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (1)InitialContractExceptionInd
Rebuttable Presumption ProcYes (1)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CHRISTOPHER D PALMIERI
PRESIDENT & CEO, DIRECTOR$872,668$0$249,139$0$35,990$0$212,600$0$24,037$0$1,394,434$0$0$0
LISA FLEMING
SECRETARY & CLERK, CHIEF LEGAL OFFIC$407,401$0$261,903$0$4,357$0$12,600$0$31,164$0$717,425$0$0$0
COURTNEY MURPHY
CHIEF OPERATING OFFICER$482,136$0$165,513$0$660$0$12,600$0$35,366$0$696,275$0$0$0
ROBERT MACARTHUR
CHIEF MEDICAL OFFICER$440,100$0$92,216$0$2,838$0$12,600$0$40,828$0$588,582$0$0$0
LAWRENCE GOTTLIEB
CHIEF QUALITY OFFICER$491,035$0$0$0$8,382$0$12,600$0$32,559$0$544,576$0$0$0
ERIC PRICE
SPECIAL ASSISTANCE TO THE CEO$89,695$0$0$0$375,895$0$4,128$0$8,256$0$477,974$0$0$0
JOHN LOUGHNANE
CHIEF OF INNOVATION$349,102$0$90,186$0$1,518$0$12,600$0$7,021$0$460,427$0$0$0
KATHLEEN MCCANN
CHIEF HR OFFICER (UNTIL MAY 2019)$172,075$0$96,517$0$169,745$0$10,947$0$4,261$0$453,545$0$0$0
SARAH GARRITY
CHIEF MARKETING OFFICER$318,353$0$102,698$0$2,838$0$12,600$0$19,334$0$455,823$0$0$0
DONNA MOORE
SENIOR VP, MIH (UNTIL SEPT. 2019)$242,392$0$74,368$0$66,458$0$13,049$0$3,313$0$399,580$0$0$0
MIHIR SHAH
TREASURER & CFO$320,198$0$50,000$0$482$0$12,600$0$3,345$0$386,625$0$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BTHE FOLLOWING MEMBERS OF SENIOR MANAGEMENT SEPARATED FROM THE ORGANIZATION AND PAID SEVERANCE IN ACCORDANCE WITH COMPANY WRITTEN SEVERANCE GUIDELINES. IN 2019, KATHY MCCANN, FORMER CHIEF HUMAN RESOURCE OFFICER, RECEIVED A SEVERANCE PAYMENT OF $169,044 IN ACCORDANCE WITH HER WRITTEN EMPLOYMENT AND SEVERANCE AGREEMENT, AND DONNA MOORE, FORMER SENIOR VICE PRESIDENT, RECEIVED A SEVERANCE PAYMENT OF $60,697 IN ACCORDANCE WITH HER WRITTEN EMPLOYMENT AND SEVERANCE AGREEMENT. ERIC PRICE RESIGNED AS CFO IN AUGUST 2018 AND WAS THE SPECIAL ASSISTANT TO THE CEO THROUGH FEBRUARY 2019. MR. PRICE RECEIVED A SEVERANCE PAYMENT OF $375,057 IN ACCORDANCE WITH HIS WRITTEN EMPLOYMENT AND SEVERANCE AGREEMENT. UNDER MR. PALMIERI'S ORIGINAL EMPLOYMENT CONTRACT, HE WAS AWARDED A $500,000 (NET OF TAX) LONG-TERM INCENTIVE PAYABLE ON THE FIFTH ANNIVERSARY OF HIS EMPLOYMENT, NOVEMBER 2, 2020. AMOUNTS ATTRIBUTABLE TO MR. PALMIERI IN COLUMN C INCLUDE AMOUNTS ACCRUED THROUGH 12/31/19 FOR THIS LONG-TERM INCENTIVE AWARD AS WELL AS $12,600 WHICH REPRESENTS THE ORGANIZATION'S MATCH UNDER ITS 403(B) PLAN AVAILABLE TO ALL EMPLOYEES. THE ORGANIZATION AMENDED AND RESTATED EMPLOYMENT AGREEMENT WITH MR. PALMIERI, ON NOVEMBER 2, 2018 FOR AN ADDITIONAL EMPLOYMENT TERM OF FIVE YEARS (SUBJECT TO RENEWAL FOR TWO ADDITIONAL ONE-YEAR TERMS). ALL AMOUNTS ARE PROPERLY REPORTED ON FORM W-2, ON FORM 990, PART VII, AND ON FORM 990, SCH J, PART II.
PART I, LINE 7BONUSES REPORTED IN PART II, COLUMN (B)(II) WERE DETERMINED BY A FIXED FORMULA BASED ON ATTAINING BOTH COMPANY AND INDIVIDUAL PERFORMANCE GOALS AND PRO-RATED BASED ON AN EMPLOYEE'S DATE OF HIRE AS APPLICABLE. THE CEO'S SHORT-TERM BONUS WAS DETERMINED BY A FIXED FORMULA BASED ON ACHIEVING PRE-ESTABLISHED COMPANY GOALS WHICH WERE APPROVED BY THE BOARD OF DIRECTORS. LISA FLEMING, CHIEF LEGAL OFFICER, RECEIVED A ONE-TIME DISCRETIONARY BONUS AS A RESULT OF ADDITIONAL DUTIES SHE ASSUMED AND SERVICES CONTRIBUTED TO THE ORGANIZATION DURING 2019.
PART I, LINE 8THE ORGANIZATION ENTERED INTO A THREE-YEAR EMPLOYMENT CONTRACT WITH ITS PRESIDENT AND CEO, CHRISTOPHER PALMIERI, ON NOVEMBER 2, 2015 "(THE 2015 CONTRACT)." THE TERMS OF THIS CONTRACT SET FORTH BASE SALARY, SHORT AND LONG-TERM INCENTIVES, RELOCATION, HEALTH AND WELFARE BENEFITS, SEVERANCE PROVISIONS AND OTHER CUSTOMARY TERMS AND RESTRICTIVE COVENANTS. UNDER THIS CONTRACT, MR. PALMIERI WAS AWARDED A $500,000 (NET OF TAX) LONG-TERM INCENTIVE PAYABLE ON THE FIFTH ANNIVERSARY OF HIS EMPLOYMENT, NOVEMBER 2, 2020. ON DECEMBER 18, 2017, THE ORGANIZATION'S BOARD OF DIRECTORS AMENDED THE TERMS OF THIS LONG TERM INCENTIVE AWARD SO THAT IF MR. PALMIERI'S EMPLOYMENT WITH THE ORGANIZATION IS TERMINATED PRIOR TO NOVEMBER 3, 2020 DUE TO ONE OF THE FOLLOWING TERMINATION EVENTS (AS DEFINED IN THE PALMIERI EMPLOYMENT CONTRACT): (A) A CCA NOTICE TERMINATION, (B) A DEATH OR DISABILITY TERMINATION OR A (C) GOOD REASON TERMINATION, MR. PALMIERI SHALL BE ENTITLED TO RECEIVE A PRO RATA PORTION OF THE LONG-TERM INCENTIVE BENEFIT BASED ON THE NUMBER OF MONTHS HE IS EMPLOYED BY THE ORGANIZATION, INCLUDING THE MONTH OF TERMINATION. AMOUNTS ATTRIBUTABLE TO MR. PALMIERI IN COLUMN C INCLUDE AMOUNTS ACCRUED THROUGH 12/31/19 FOR THIS LONG-TERM INCENTIVE AWARD AS WELL AS $12,600 WHICH REPRESENTS THE ORGANIZATION'S MATCH UNDER ITS 403(B) PLAN AVAILABLE TO ALL EMPLOYEES. IN ACCORDANCE WITH TERM OF THE CEO'S EMPLOYMENT CONTRACT, THE BOARD OF DIRECTORS APPROVED A NEW EMPLOYMENT CONTRACT BETWEEN MR. PALMIERI AND THE ORGANIZATION EFFECTIVE NOVEMBER 2, 2018 (THE "2018 CONTRACT"). THE 2018 CONTRACT ESTABLISHED A NEW BASE SALARY AND OTHER COMPENSATION ELEMENTS FOR MR. PALMIERI.
PART II, COLUMN (D):AMOUNTS INCLUDED IN COLUMN D REPRESENT HEALTH AND WELFARE BENEFITS PROVIDED BY THE ORGANIZATION TO THE INDIVIDUALS LISTED ON THIS SCHEDULE. AMOUNTS IN THIS COLUMN ALSO INCLUDE NONTAXABLE TRANSPORTATION BENEFITS FOR LISA FLEMING, SARAH GARRITY, LAWRENCE GOTTLIEB, DONNA MOORE, COURTNEY MURPHY, CHRISTOPHER PALMIERI.
PART II, COLUMN (B)(III):CHRISTOPHER PALMIERI RECEIVES AN ANNUAL STIPEND OF $35,000 TO PURCHASE ADDITIONAL BENEFITS OF HIS CHOOSING.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. THE BOARD ALSO REVIEWS THE ORGANIZATION'S FINANCIAL STATEMENTS ON A QUARTERLY BASIS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ANNUAL COMPLIANCE POLICY AND CONFLICT OF INTEREST FORMS ARE DISTRIBUTED TO THE BOARD, OFFICERS, AND KEY EMPLOYEES, AND THE COMPLIANCE DEPARTMENT MONITORS FOR COMPLETION ANNUALLY. THE BOARD, OFFICERS, AND KEY EMPLOYEES ALSO RECEIVE ANNUAL TRAINING ON CONFLICTS OF INTEREST AND COMPLIANCE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS CCA EMPLOYEES, OFFICERS AND DIRECTORS. THE POLICY CALLS FOR CONFLICT OF INTEREST ANALYSIS AND ACTUAL CONFLICTS ARE REVIEWED AND CONFLICTS DETERMINATIONS ARE MADE FOR EMPLOYEES OF DIRECTOR LEVEL AND ABOVE (DIRECTOR, SENIOR DIRECTOR, VICE PRESIDENT, SENIOR VICE PRESIDENT). WHERE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST INVOLVING A TRANSACTION IS DETERMINED, THE EMPLOYEE IS PROHIBITED FROM PARTICIPATING IN EITHER MANAGEMENT'S OR THE BOARD'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION HAS A COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS. THIS COMMITTEE MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING EXECUTIVE COMPENSATION POLICIES AS WELL AS THE COMPENSATION STRUCTURE OF ITS PRESIDENT AND CHIEF EXECUTIVE OFFICER. AMONG OTHER THINGS, THIS COMMITTEE IS RESPONSIBLE FOR ENSURING THAT THE TOTAL COMPENSATION PROVIDED TO EXECUTIVE OFFICERS IS DETERMINED BY A FAIR AND EQUITABLE PROCESS, INFORMED BY CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION, AND IS COMPLIANT WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE ORGANIZATION ENGAGED COMPENSATION CONSULTANTS TO PROVIDE A COMPREHENSIVE COMPENSATION ASSESSMENT AND RECOMMENDATIONS TO CREATE A REASONABLE COMPENSATION PACKAGE FOR ITS PRESIDENT AND CEO UNDER A NEW EMPLOYMENT AGREEMENT. THE COMMITTEE MET TO REVIEW THE EXECUTIVE COMPENSATION STRUCTURE AND THE CURRENT AND PROPOSED COMPENSATION LEVELS, ALL IN THE CONTEXT OF COMPARABLE MARKET DATA. WITH REGARD TO THE CEO'S COMPENSATION, THE COMMITTEE MET WITHOUT THE CEO PRESENT TO REVIEW INDIVIDUAL ELEMENTS AND HIS TOTAL COMPENSATION AS WELL AS THE CEO'S PERFORMANCE AGAINST PRE-ESTABLISHED GOALS. IN 2019, THE COMMITTEE AND THE BOARD APPROVED THE PAYMENT OF A SHORT TERM INCENTIVE TO THE CEO BASED UPON ACHIEVEMENT OF THESE 2018 PERFORMANCE GOALS. IN ADDITION, IN ESTABLISHING THE CEO'S BASE SALARY AND OTHER COMPENSATION ELEMENTS UNDER THE CEO'S NEW EMPLOYMENT CONTRACT, THE COMMITTEE RECEIVED A MARKET SURVEY PREPARED BY ITS INDEPENDENT COMPENSATION CONSULTANT. THE BOARD OF DIRECTORS VOTED TO APPROVE THE COMMITTEE'S RECOMMENDATION. ALL OF THE DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES OF THE COMMITTEE AND BOARD. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED ANNUALLY AND ARE ADJUSTED BASED UPON PERFORMANCE AND IN RELATION TO MARKET VALUE OF SURVEY OF POSITIONS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
WINTER STREET VENTURES LLC
30 WINTER STREETBOSTONMA02108812358124INVEST IN COMPANIES RELATED TO HEALTH CARE DELIVERY AND PAYMENTDE$0$0COMMONWEALTH CARE ALLIANCE INC
747 CAMBRIDGE STREET LLC
30 WINTER STREETBOSTONMA02108464325429REAL ESTATE HOLDINGMA$0$0COMMONWEALTH CARE ALLIANCE INC
INSTED LLC
30 WINTER STREETBOSTONMA02108831983756BROKERING AND DISPATCHING MOBILE INTEGRATED HEALTH SERVICESMA$616,786$540,358COMMONWEALTH CARE ALLIANCE INC
CCA CAPITAL LLC
30 WINTER STREETBOSTONMA02108999999999BENEFICIARY OF A STANDBY LETTER OF CREDITMA$0$0COMMONWEALTH CARE ALLIANCE INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BOSTON'S COMMUNITY MEDICAL GROUP INC
30 NORTHAMPTON STREETBOSTONMA02118260100022MEDICAL SERVICEMA501(C)(3)LINE 3COMMONWEALTH CARE ALLIANCE INCYes (1)
COMMONWEALTH CLINICAL ALLIANCEINC
30 WINTER STREETBOSTONMA02108562382058MEDICAL SERVICEMA501(C)(3)LINE 10COMMONWEALTH CARE ALLIANCE INCYes (1)
THE CENTER TO ADVANCE CONSUMER PARTNERSHIP INC
30 WINTER STREETBOSTONMA02108822810261INNOVATION HUB FOR DEVELOPMENT IN THE QUALITY OF CARE AND HEALTH SERVICESMA501(C)(3)LINE 12A, ICOMMONWEALTH CARE ALLIANCE INC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
COMMONWEALTH CLINICAL ALLIANCE
M$39,129,271FAIR MARKET VALUE
BOSTON'S COMMUNITY MEDICAL GROUP INC
M$10,362,802FAIR MARKET VALUE