ATRIUS HEALTH INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUS HEALTH INC (EIN 04-3397450)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349311859
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T16:11:14-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CROWN COLONY DRIVE SUITE 400 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 NO 3-300 | 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 | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT V DANDROW | PreparerPersonNm |
| PTIN | P00294799 | PTIN |
| Phone | 6174220007 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.44.61.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 10:33:10 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 21DE93B08DE5D60E6D0CF8C70EA92FC3679ECD03 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21DE93B08DE5D60E6D0CF8C70EA92FC3679ECD03 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN STRONGWATER MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 GROVE STREET NO 3-300 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,194,495,040 | 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 |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 6170 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $594,518 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $355,785 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,082 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,058 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,885,700,282 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,151,361,097 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,925,174 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,240,216 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,535,854 | PYOtherRevenueAmt |
| CY Other Revenue | $9,065,561 | CYOtherRevenueAmt |
| PY Total Revenue | $1,897,163,392 | PYTotalRevenueAmt |
| CY Total Revenue | $2,167,675,932 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,975 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,550 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $614,557,763 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $627,438,844 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,239,682,207 | PYOtherExpensesAmt |
| CY Other Expenses | $1,534,557,086 | CYOtherExpensesAmt |
| PY Total Expenses | $1,854,249,945 | PYTotalExpensesAmt |
| CY Total Expenses | $2,162,002,480 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $42,913,447 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,673,452 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $709,926,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $884,592,057 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $440,345,196 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $610,629,223 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $269,581,073 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $273,962,834 | 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 | $2,057,100,976 | ExpenseAmt |
| Grant | $6,550 | GrantAmt |
| Revenue | $2,151,245,379 | RevenueAmt |
| Desc | STATEMENT 2 AT SCHEDULE O | Desc |
| Total Program Service Expenses | $2,057,100,976 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | 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 | 171 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6170 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | 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 3-300 | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024662275 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| RITA ADVANI | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| HELEN DAJER CNM | |||||||||
| APC TRUSTEE; ASSOC. NURSE LEADER | 50.00 | Yes (X) | $184,056 | $0 | $47,940 | ||||
| STEVEN FERZOCO MD | |||||||||
| PHYSICIAN TRUSTEE; CHIEF SURGERY | 50.00 | Yes (X) | $622,531 | $0 | $65,516 | ||||
| JOO Y KIM MD | |||||||||
| PHY. T'EE; ASSOC CHAIR INTERNAL MED. | 40.00 | Yes (X) | $291,581 | $0 | $64,213 | ||||
| JON KINGSDALE PHD | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| LAURA Z LEE MD | |||||||||
| PHYSICIAN TRUSTEE; CHIEF PEDIATRICS | 40.00 | Yes (X) | $286,151 | $0 | $12,732 | ||||
| RICHARD MACDONALD | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| ROBERT MECHANIC | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| SCOTT R PERMAN MD | |||||||||
| PHYSICIAN TRUSTEE; INTERNIST | 50.00 | Yes (X) | $407,786 | $0 | $16,430 | ||||
| VINOD SAHNEY PHD | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| ELIZA P SHULMAN DO MPH | |||||||||
| PHY. T'EE; SR. CHIEF INNOVATION ENG. | 50.00 | Yes (X) | $310,552 | $0 | $62,342 | ||||
| GUY A SPINELLI MD | |||||||||
| PHY. T'EE; BOARD CHAIR; INTERNIST | 40.00 | Yes (X) | $447,737 | $0 | $51,416 | ||||
| LESLIE TESO-LICHTMAN | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | ||||
| STEPHEN WRIGHT | |||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICK M HOLLAND | |||||||||
| TREASURER AND CFO | 50.00 | $700,330 | $0 | $44,072 | Yes (X) | ||||
| KIMBERLY L NELSON | |||||||||
| CLERK; CHIEF LEGAL OFFICER | 50.00 | $462,312 | $0 | $44,794 | Yes (X) | ||||
| STEVEN L STRONGWATER MD | |||||||||
| PRESIDENT AND CEO | 50.00 | $1,217,648 | $0 | $102,996 | Yes (X) | ||||
| SANDRA GEIGER | |||||||||
| CHIEF PEOPLE OFFICER | 50.00 | $357,007 | $0 | $34,913 | Yes (X) | ||||
| JOE KIMURA MD | |||||||||
| CHIEF MEDICAL OFFICER | 50.00 | $570,592 | $0 | $38,196 | Yes (X) | ||||
| DANIEL D MORIARTY | |||||||||
| CIO | 50.00 | $497,247 | $0 | $36,737 | Yes (X) | ||||
| MARCI SINDELL | |||||||||
| CHIEF STRATEGY OFF.;SVP EXT. AFFAIRS | 50.00 | $444,929 | $0 | $45,662 | Yes (X) | ||||
| RACHEL ROSENBLUM WILSON MHA | |||||||||
| COO | 50.00 | $429,006 | $0 | $22,802 | Yes (X) | ||||
| LOUIS A BLEY MD | |||||||||
| CHIEF ORTHOPEDICS | 50.00 | $1,097,019 | $0 | $48,253 | Yes (X) | ||||
| JOHN B LAZOR MD | |||||||||
| OTOLARYNGOLOGIST | 50.00 | $1,142,709 | $0 | $43,329 | Yes (X) | ||||
| KAI MITHOEFER | |||||||||
| ORTHOPEDIST | 50.00 | $925,951 | $0 | $38,127 | Yes (X) | ||||
| JAMES E PHILLIPS MD | |||||||||
| ORTHOPEDIST | 50.00 | $1,049,510 | $0 | $39,862 | Yes (X) | ||||
| CHRIS SAMBAZIOTIS | |||||||||
| ORTHOPEDIST | 50.00 | $919,850 | $0 | $27,031 | Yes (X) | ||||
| WILLIAM BOYD MD | |||||||||
| ASSOCIATE CMO;FMR SVP NO. REGION | 50.00 | $419,363 | $0 | $42,962 | Yes (X) | ||||
| MICHAEL K PINNOLIS MD | |||||||||
| OPHTHALMOLOGIST; FORMER CMO | 33.40 | $274,807 | $0 | $27,880 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $13,118,674 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $958,205 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1321 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| AMERICAN CLEANING | |||||
| 28 STATE STREET | BOSTON | MA | 02109 | CLEANING SERVICES | $3,581,847 |
| COMPUNNEL HEALTHCARE | |||||
| 103 MORGAN LN | PLAINSBORO | NJ | 08536 | STAFFING SERVICES | $2,237,417 |
| ASSOCIATED REG & UNIVERSITY PATHOLOGIST | |||||
| PO BOX 27964 | SALT LAKE CITY | UT | 84127 | PATHOLOGY SERVICES | $1,508,598 |
| QUEST DIAGNOSTICS | |||||
| 5763 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | LABORATORY SERVICES | $1,264,834 |
| NE ORTHOPAEDIC & SPINE SURGERY | |||||
| 830 BOYLSTON ST STE 211 | CHESTNUT HILL | MA | 02467 | SURGICAL SERVICES | $730,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 40 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $9,058 | RelatedOrganizationsAmt |
| Total Contributions | $9,058 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CAPITATION FEES | 621110 | $1,669,376,136 | $1,669,376,136 | |
| FEE FOR SERVICE | 621110 | $343,651,591 | $343,535,873 | $115,718 |
| MEDICARE/MEDICAID | 621110 | $98,732,968 | $98,732,968 | |
| OTHER | 621110 | $39,600,402 | $39,600,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,151,361,097 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,231,723 | TotalRevenueColumnAmt |
| Exclusion | $7,231,723 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,123,955 | 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 | $3,123,955 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,123,955 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $88,754 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,035,201 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,827,601 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,819,108 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,493 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,493 | TotalRevenueColumnAmt |
| Exclusion | $8,493 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBPART F INCOME | Desc |
| Business | 524298 | BusinessCd |
| Total Revenue Column | $5,941,606 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $390,046 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,551,560 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,941,606 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,167,675,932 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,151,245,379 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $594,518 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,826,977 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,550 | TotalAmt |
| Program Services | $6,550 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,023,282 | TotalAmt |
| Program Services | $8,967,637 | ProgramServicesAmt |
| Management And General | $5,055,645 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,138,157 | TotalAmt |
| Program Services | $428,647,367 | ProgramServicesAmt |
| Management And General | $53,490,790 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,113,974 | TotalAmt |
| Program Services | $30,102,413 | ProgramServicesAmt |
| Management And General | $4,011,561 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,994,621 | TotalAmt |
| Program Services | $58,080,705 | ProgramServicesAmt |
| Management And General | $8,913,916 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,168,810 | TotalAmt |
| Program Services | $26,621,172 | ProgramServicesAmt |
| Management And General | $3,547,638 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,386 | TotalAmt |
| Program Services | $47,642 | ProgramServicesAmt |
| Management And General | $703,744 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,604 | TotalAmt |
| Management And General | $346,604 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,000 | TotalAmt |
| Program Services | $56,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060,822,289 | TotalAmt |
| Program Services | $1,057,281,608 | ProgramServicesAmt |
| Management And General | $3,540,681 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,099,485 | TotalAmt |
| Program Services | $10,460 | ProgramServicesAmt |
| Management And General | $1,089,025 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,307,466 | TotalAmt |
| Program Services | $13,362,763 | ProgramServicesAmt |
| Management And General | $3,944,703 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,442,194 | TotalAmt |
| Program Services | $1,120,990 | ProgramServicesAmt |
| Management And General | $16,321,204 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,700,037 | TotalAmt |
| Program Services | $49,761,569 | ProgramServicesAmt |
| Management And General | $2,938,468 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,585 | TotalAmt |
| Program Services | $125,181 | ProgramServicesAmt |
| Management And General | $355,404 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,454 | TotalAmt |
| Program Services | $96,572 | ProgramServicesAmt |
| Management And General | $242,882 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,937,817 | TotalAmt |
| Program Services | $21,659,042 | ProgramServicesAmt |
| Management And General | $278,775 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,063,808 | TotalAmt |
| Program Services | $15,957,485 | ProgramServicesAmt |
| Management And General | $106,323 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PHARMACY EXPENSE | $315,461,579 | $315,461,579 | |
| MEDICAL SUPPLIES | $29,748,382 | $29,734,241 | $14,141 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,162,002,480 | TotalAmt |
| Program Services | $2,057,100,976 | ProgramServicesAmt |
| Management And General | $104,901,504 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,889 | BOYAmt |
| EOY | $88,551 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,849,619 | BOYAmt |
| EOY | $174,885,197 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,424,759 | BOYAmt |
| EOY | $80,769,313 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,412,061 | BOYAmt |
| EOY | $10,336,818 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,169,209 | BOYAmt |
| EOY | $75,191,373 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $595,658,460 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $378,127,978 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,298,375 | BOYAmt |
| EOY | $217,530,482 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,744,987 | BOYAmt |
| EOY | $169,422,541 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,058,226 | BOYAmt |
| EOY | $2,057,337 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,880,144 | BOYAmt |
| EOY | $154,310,445 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,926,269 | BOYAmt |
| EOY | $884,592,057 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,665,586 | BOYAmt |
| EOY | $270,978,973 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,082,724 | BOYAmt |
| EOY | $3,052,195 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,928,334 | BOYAmt |
| EOY | $146,473,492 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,522,171 | BOYAmt |
| EOY | $190,049,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,381 | BOYAmt |
| EOY | $74,663 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,345,196 | BOYAmt |
| EOY | $610,629,223 | 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 | $269,581,073 | BOYAmt |
| EOY | $273,962,834 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,581,073 | BOYAmt |
| EOY | $273,962,834 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,926,269 | BOYAmt |
| EOY | $884,592,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,673,452 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,141,564 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,433,255 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $14,510 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,058 | CurrentTaxYearAmt |
| Total | $55,110 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,558,108,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,769,305,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,852,314,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,885,571,878 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,151,245,379 | CurrentTaxYearAmt |
| Total | $9,216,545,211 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,558,122,612 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,769,313,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,852,336,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,885,573,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,151,254,437 | CurrentTaxYearAmt |
| Total | $9,216,600,321 | 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 | $9,216,600,321 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,690,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,278,256 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,650,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,744,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,297,284 | CurrentTaxYearAmt |
| Total | $76,661,108 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $4,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,378 | CurrentTaxYearAmt |
| Total | $76,704 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,734,782 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,297,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,650,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,749,134 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,305,662 | CurrentTaxYearAmt |
| Total | $76,737,812 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,574,857,394 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,779,610,872 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,873,986,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,897,323,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,167,560,099 | CurrentTaxYearAmt |
| Total | $9,293,338,133 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99170 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99160 | PublicSupportPY509Pct |
| Investment Income CY | 0.00830 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00840 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 | $31,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $57,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $88,000 | 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 501 (C)3 TAX EXEMPT NON-PROFIT HEALTHCARE ORGANIZATION THAT DELIVERS A SYSTEM OF CONNECTED CARE TO 750,000 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,147,594 | OtherCostOrOtherBasisAmt |
| Book Value | $38,147,594 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $255,480,529 | OtherCostOrOtherBasisAmt |
| Depreciation | $117,033,877 | DepreciationAmt |
| Book Value | $138,446,652 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,728,696 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,068,689 | DepreciationAmt |
| Book Value | $16,660,007 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $210,212,187 | OtherCostOrOtherBasisAmt |
| Depreciation | $192,025,412 | DepreciationAmt |
| Book Value | $18,186,775 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,089,454 | OtherCostOrOtherBasisAmt |
| Book Value | $6,089,454 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $217,530,482 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RENT, SECURITY AND OTHER DEPOSITS | $423,472 |
| UNAMORTIZED BOND ISSUANCE COSTS | $3,232,299 |
| DUE FROM AFFILIATES | $38,642 |
| OPERATING LEASE RIGHT-OF-USE ASSETS - NET | $150,616,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $154,310,445 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Amt | $74,663 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $74,663 | TotalLiabilityAmt |
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 | 0 | 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 (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HELEN DAJER CNM | ||||||||||||||
| APC TRUSTEE; ASSOC. NURSE LEADER | $179,257 | $0 | $2,526 | $0 | $2,273 | $0 | $6,972 | $0 | $40,968 | $0 | $231,996 | $0 | $5,837 | $0 |
| STEVEN FERZOCO MD | ||||||||||||||
| PHYSICIAN TRUSTEE; CHIEF SURGERY | $617,705 | $0 | $3,584 | $0 | $1,242 | $0 | $11,200 | $0 | $54,316 | $0 | $688,047 | $0 | $3,584 | $0 |
| JOO Y KIM MD | ||||||||||||||
| PHY. T'EE; ASSOC CHAIR INTERNAL MED. | $277,331 | $0 | $13,440 | $0 | $810 | $0 | $11,200 | $0 | $53,013 | $0 | $355,794 | $0 | $13,440 | $0 |
| LAURA Z LEE MD | ||||||||||||||
| PHYSICIAN TRUSTEE; CHIEF PEDIATRICS | $278,189 | $0 | $6,720 | $0 | $1,242 | $0 | $10,996 | $0 | $1,736 | $0 | $298,883 | $0 | $6,720 | $0 |
| SCOTT R PERMAN MD | ||||||||||||||
| PHYSICIAN TRUSTEE; INTERNIST | $386,134 | $0 | $0 | $0 | $21,652 | $0 | $11,200 | $0 | $5,230 | $0 | $424,216 | $0 | $0 | $0 |
| ELIZA P SHULMAN DO MPH | ||||||||||||||
| PHY. T'EE; SR. CHIEF INNOVATION ENG. | $299,284 | $0 | $9,085 | $0 | $2,183 | $0 | $11,200 | $0 | $51,142 | $0 | $372,894 | $0 | $8,960 | $0 |
| GUY A SPINELLI MD | ||||||||||||||
| PHY. T'EE; BOARD CHAIR; INTERNIST | $420,469 | $0 | $0 | $0 | $27,268 | $0 | $11,200 | $0 | $40,216 | $0 | $499,153 | $0 | $0 | $0 |
| PATRICK M HOLLAND | ||||||||||||||
| TREASURER AND CFO | $557,758 | $0 | $140,250 | $0 | $2,322 | $0 | $11,200 | $0 | $32,872 | $0 | $744,402 | $0 | $140,250 | $0 |
| KIMBERLY L NELSON | ||||||||||||||
| CLERK; CHIEF LEGAL OFFICER | $365,247 | $0 | $92,091 | $0 | $4,974 | $0 | $11,200 | $0 | $33,594 | $0 | $507,106 | $0 | $92,091 | $0 |
| STEVEN L STRONGWATER MD | ||||||||||||||
| PRESIDENT AND CEO | $965,375 | $0 | $226,415 | $0 | $25,858 | $0 | $74,797 | $0 | $28,199 | $0 | $1,320,644 | $0 | $291,154 | $0 |
| SANDRA GEIGER | ||||||||||||||
| CHIEF PEOPLE OFFICER | $306,966 | $0 | $49,231 | $0 | $810 | $0 | $11,200 | $0 | $23,713 | $0 | $391,920 | $0 | $38,427 | $0 |
| JOE KIMURA MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $437,687 | $0 | $113,095 | $0 | $19,810 | $0 | $11,200 | $0 | $26,996 | $0 | $608,788 | $0 | $113,095 | $0 |
| DANIEL D MORIARTY | ||||||||||||||
| CIO | $389,855 | $0 | $99,124 | $0 | $8,268 | $0 | $11,200 | $0 | $25,537 | $0 | $533,984 | $0 | $99,124 | $0 |
| MARCI SINDELL | ||||||||||||||
| CHIEF STRATEGY OFF.;SVP EXT. AFFAIRS | $331,672 | $0 | $90,525 | $0 | $22,732 | $0 | $11,200 | $0 | $34,462 | $0 | $490,591 | $0 | $90,525 | $0 |
| RACHEL ROSENBLUM WILSON MHA | ||||||||||||||
| COO | $343,512 | $0 | $83,544 | $0 | $1,950 | $0 | $11,200 | $0 | $11,602 | $0 | $451,808 | $0 | $83,544 | $0 |
| LOUIS A BLEY MD | ||||||||||||||
| CHIEF ORTHOPEDICS | $1,088,991 | $0 | $5,376 | $0 | $2,652 | $0 | $11,200 | $0 | $37,053 | $0 | $1,145,272 | $0 | $5,376 | $0 |
| JOHN B LAZOR MD | ||||||||||||||
| OTOLARYNGOLOGIST | $1,119,977 | $0 | $0 | $0 | $22,732 | $0 | $11,200 | $0 | $32,129 | $0 | $1,186,038 | $0 | $0 | $0 |
| KAI MITHOEFER | ||||||||||||||
| ORTHOPEDIST | $904,299 | $0 | $0 | $0 | $21,652 | $0 | $11,200 | $0 | $26,927 | $0 | $964,078 | $0 | $0 | $0 |
| JAMES E PHILLIPS MD | ||||||||||||||
| ORTHOPEDIST | $1,027,858 | $0 | $0 | $0 | $21,652 | $0 | $8,400 | $0 | $31,462 | $0 | $1,089,372 | $0 | $0 | $0 |
| CHRIS SAMBAZIOTIS | ||||||||||||||
| ORTHOPEDIST | $917,900 | $0 | $0 | $0 | $1,950 | $0 | $11,200 | $0 | $15,831 | $0 | $946,881 | $0 | $0 | $0 |
| WILLIAM BOYD MD | ||||||||||||||
| ASSOCIATE CMO;FMR SVP NO. REGION | $361,218 | $0 | $55,493 | $0 | $2,652 | $0 | $11,200 | $0 | $31,762 | $0 | $462,325 | $0 | $55,493 | $0 |
| MICHAEL K PINNOLIS MD | ||||||||||||||
| OPHTHALMOLOGIST; FORMER CMO | $266,656 | $0 | $0 | $0 | $8,151 | $0 | $5,505 | $0 | $22,375 | $0 | $302,687 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | 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. LOUIS BLEY; WILLIAM BOYD; STEVEN FERZOCO; JOO KIM; JOSEPH KIMURA; JOHN LAZOR; LAURA LEE; KAI MITHOEFER: SCOTT PERMAN; JAMES PHILLIPS; MICHAEL PINNOLIS; ELIZA SHULMAN; GUY SPINELLI; STEVEN STRONGWATER; CHRIS SAMBAZIOTIS | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| CUSIP | 57584YSJ9 | CUSIPNum |
| Bond Issued | 2019-05-21 | BondIssuedDt |
| Issue Price | $146,814,340 | IssuePriceAmt |
| Purpose | REFUND PRIOR DEBT (SEE PART VI) | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $146,814,340 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $1,187,746 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.02600 | PrivateBusUseByOthersPct |
| Total Private Business Use | 0.02600 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART 1, LINE B, COLUMN F - NOTE 1 | FormAndLineReferenceDesc |
| Explanation | THE 2019A BONDS REFUNDED A PORTION OF THE REVENUE BONDS, HARVARD VANGUARD MEDICAL ASSOCIATES ISSUE, SERIES A (2012), A PORTION OF THE REVENUE BONDS, HARVARD VANGUARD MEDICAL ASSOCIATES ISSUE, SERIES B (2012), ALL OF THE MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS, HARVARD VANGUARD MEDICAL ASSOCIATES ISSUE, SERIES 2004, AND REPAID A TERM LOAN AND A NON-REVOLVING LINE OF CREDIT. | ExplanationTxt |
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, 32 CLINICAL SITES FROM CHELMSFORD IN THE NORTH TO CAPE COD IN THE SOUTH AND TO RT 495 IN THE WEST. 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 32 CLINICAL SITES FROM CHELMSFORD IN THE NORTH TO CAPE COD IN THE SOUTH AND TO RT 495 IN THE WEST. IN 2019 THE ORGANIZATION PROVIDED MEDICAL, PREVENTATIVE AND OTHER CLINICAL SERVICES TO ITS APPROXIMATELY 589,000 PATIENTS THROUGH 2,331,940 PATIENT VISITS (INCLUDING 149,359 MEDICAID VISITS AND 558,226 MEDICARE VISITS). 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 432 CLINICIAN TEACHERS TEACHING 453 STUDENTS. THE ORGANIZATION CONDUCTED CLINICAL RESEARCH LARGELY AIMED AT IMPROVING THE WAY IN WHICH CARE IS DELIVERED. |
| FORM 990, PART VI, SECTION A, LINE 4 | ON NOVEMBER 6, 2019 THE ORGANIZATION'S BOARD OF TRUSTEES APPROVED THE AMENDED AND RESTATED BYLAWS (BYLAWS). PRIOR TO THE AMENDMENTS, THE BYLAWS PROVIDED FOR A POST-TRANSITION BOARD OF TRUSTEES, AS DEFINED THEREIN, WHICH WAS THE INITIAL BOARD POST- MERGER OF THE MEDICAL GROUPS INTO A SINGLE ENTITY. THE POST-TRANSITION BOARD COMPOSITION WAS NO LONGER IN EFFECT AND THE PERMANENT BOARD STRUCTURE AND COMPOSITION WERE PUT INTO EFFECT. ACCORDINGLY, THE LANGUAGE DESCRIBING THE POST-TRANSITION BOARD OF TRUSTEES WAS NO LONGER NECESSARY AND SUCH LANGUAGE WAS DELETED FROM THE BYLAWS. THERE WERE NO OTHER SIGNIFICANT CHANGES TO THE BYLAWS |
| 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. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE VMOCS ELECT THE PHYSICIAN TRUSTEES WHO SERVE ON THE ORGANIZATION'S BOARD OF TRUSTEES. THE VMOCS HAVE NO STATUTORY OR OTHER GOVERNANCE RIGHTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION ENGAGED AN OUTSIDE TAX/ACCOUNTING FIRM TO REVIEW AND PREPARE THE FORM 990. AN INTERNAL TEAM INCLUDING STAFF FROM THE ORGANIZATION'S LEGAL, ACCOUNTING, AND HUMAN RESOURCES DEPARTMENTS WORKS CLOSELY WITH THE OUTSIDE FIRM TO PREPARE THE DOCUMENT. THE SECTIONS OF THE FORM 990 RELATED TO COMPENSATION WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD, WHOSE VOTING MEMBERS ARE CERTAIN INDEPENDENT COMMUNITY TRUSTEES. THE FORM 990 IN ITS ENTIRETY IS REVIEWED AND APPROVED BY THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD, WHOSE VOTING MEMBERS ARE CERTAIN INDEPENDENT COMMUNITY TRUSTEES. MATERIAL ISSUES (IF ANY) WOULD BE HIGHLIGHTED IN THE OUTSIDE FIRM'S PRESENTATION TO THE AUDIT AND COMPLIANCE COMMITTEE BEFORE FILING. PRIOR TO FILING, THE FULL BOARD OF TRUSTEES RECEIVES A FINAL COPY OF THE FORM 990. |
| 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 1,040,471,298. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,040,471,298. OTHER SERVICES: PROGRAM SERVICE EXPENSES 16,810,310. MANAGEMENT AND GENERAL EXPENSES 3,540,681. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,350,991. |
| FORM 990, PART XI, LINE 9: | CHANGE IN INTEREST IN AFFILIATE -889. SUBPART F INCOME - AWAITING INFORMATION -5,941,606. CRICO DISTRIBUTION IN INCOME FOR FINANCIAL REPORTING 9,240. ESRLY DEBT TERMINATION FEE -500,000. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ATRIUS HEALTH FOUNDATION INC | ||||||||||
| 275 GROVE ST SUITE 3-300 | NEWTON | MA | 02466 | 264517944 | SUPPORT ATRIUS HEALTH AND ITS PARTICIPATING ORGANIZATIONS | MA | 501(C)(3) | LINE 12B, II | ATRIUS HEALTH INC | Yes (1) |
| VISITING NURSE ASSOCIATION OF BOSTON INC | ||||||||||
| 150 MOUNT VERNON ST | DORCHESTER | MA | 02125 | 042105800 | HOME HEALTH CARE | MA | 501 (C)(3) | LINE 10 | VISITING NURSE ASSN OF BOSTON FOUNDATION INC | Yes (1) |
| VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION INC | ||||||||||
| 150 MOUNT VERNON ST | DORCHESTER | MA | 02125 | 042880614 | FUNDRAISING | MA | 501 (C)(3) | LINE 7 | VNA CARE NETWORK FOUNDATION INC | Yes (1) |
| VISITING NURSE ASSOCIATION OF BOSTON MANAGMENT RESOURCES INC | ||||||||||
| 150 MOUNT VERNON ST | DORCHESTER | MA | 02125 | 042880108 | MANAGEMENT SERVICES | MA | 501 (C)(3) | LINE 10 | VISITING NURSE ASSN OF BOSTON FOUNDATION INC | Yes (1) |
| VNA CARE HOSPICE INC | ||||||||||
| 120 THOMAS ST | WORCESTER | MA | 01608 | 043217872 | HOSPICE CARE | MA | 501 (C)(3) | LINE 10 | VNA CARE NETWORK FOUNDATION INC | Yes (1) |
| VNA CARE NETWORK FOUNDATION INC | ||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 042794849 | MANAGEMENT SERVICES | MA | 501 (C)(3) | LINE 10 | ATRIUS HEALTH INC | Yes (1) |
| VNA CARE NETWORK INC | ||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 042103825 | HOME HEALTH CARE | MA | 501 (C)(3) | LINE 10 | VNA CARE NETWORK FOUNDATION INC | Yes (1) |
| VNA CARE ADVANTAGE INC | ||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 042953171 | DAY CARE | MA | 501 (C)(3) | LINE 10 | VNA CARE NETWORK FOUNDATION INC | Yes (1) |
| VNA FIRST CHOICE INC | ||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 812016808 | PROVIDE TEMPORARY STAFFING | MA | 501 (C)(3) | LINE 10 | VNA CARE NETWORK FOUNDATION INC | Yes (1) |
| 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 | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VNA CARE NETWORK FOUNDATION INC | ||
| K | $20,771 | COST |
| VNA CARE NETWORK FOUNDATION INC | ||
| L | $748,747 | COST |
| VNA CARE NETWORK INC | ||
| M | $751,102 | COST |