RELIANT MEDICAL GROUP INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RELIANT MEDICAL GROUP INC (EIN 04-2472266)
- Tax period
- 2018-01-01 to 2018-03-31
- Filed
- 2019-02-14
- IRS object ID
- 201930459349300728
- Schema version
- 2018v3.1
- 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 F
- Schedule I
- Schedule J
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-14T10:06:23-06:00 | ReturnTs |
| Tax Period End | 2018-03-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042472266 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELIANT MEDICAL GROUP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RELI | BusinessNameControlTxt |
| Phone | 5083685437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 NEPONSET STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAREK ELSAWY | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 5083685437 | PhoneNum |
| Signature | 2019-02-14 | 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 | 6172160007 | PhoneNum |
| Preparation | 2019-02-14 | PreparationDt |
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 | 2019-02-14 | IPDt |
| IP Tm | 11:06:00 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 43152AFBE94F7FD88F3A8DA2CBE42262C66E813E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21DE93B08DE5D60E6D0CF8C70EA92FC3679ECD03 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Principal Officer | TAREK ELSAWY MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FRONT STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $170,479,713 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RELIANTMEDICALGROUP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE STATEMENT 1 AT SCHEDULE O | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 2650 | TotalEmployeeCnt |
| Total Volunteers | 39 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $275,863 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,109 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $655,882,835 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $168,324,726 | CYProgramServiceRevenueAmt |
| PY Investment Income | $555,815 | PYInvestmentIncomeAmt |
| CY Investment Income | -$203,104 | CYInvestmentIncomeAmt |
| PY Other Revenue | $411,981 | PYOtherRevenueAmt |
| CY Other Revenue | $10,764 | CYOtherRevenueAmt |
| PY Total Revenue | $657,126,494 | PYTotalRevenueAmt |
| CY Total Revenue | $168,149,495 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $198,540 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $74,550 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $244,780,449 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $66,039,623 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $411,821,028 | PYOtherExpensesAmt |
| CY Other Expenses | $110,321,911 | CYOtherExpensesAmt |
| PY Total Expenses | $656,800,017 | PYTotalExpensesAmt |
| CY Total Expenses | $176,436,084 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $326,477 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,286,589 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $211,489,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $160,619,316 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,869,991 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF RELIANT MEDICAL GROUP IS TO MAXIMIZE THE HEALTH OF OUR PATIENTS AND THE COMMUNITY THROUGH EXPERT MEDICAL CARE, COMPASSION, INNOVATIVE DELIVERY MODELS, MEDICAL RESEARCH AND EDUCATION, AND THE APPROPRIATE USE OF HEALTH CARE RESOURCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $168,987,869 | ExpenseAmt |
| Grant | $74,550 | GrantAmt |
| Revenue | $167,976,110 | RevenueAmt |
| Desc | STATEMENT 2 | Desc |
| Total Program Service Expenses | $168,987,869 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | Yes (1) | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 101 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2650 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | LU | ForeignCountryCd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | DEBORAH MORRISON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5083685437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 NEPONSET STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN ANDREOLI | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $4,000 | $0 | $0 | ||||
| ROBERT ANTONUCCI EDD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $5,500 | $0 | $0 | ||||
| WILLIAM BALCOM MD | |||||||||
| TRUSTEE;CLERK;CHAIR-ORTHO DEPT | 50.00 | Yes (X) | $225,112 | $0 | $22,180 | Yes (X) | |||
| MICHAEL COOPER MD | |||||||||
| TRUSTEE; VICE-CHAIR; PHYSICIAN | 50.00 | Yes (X) | $62,071 | $0 | $17,818 | Yes (X) | |||
| JUSTIN DORFMAN MD | |||||||||
| TRUSTEE; PHYSICIAN | 50.00 | Yes (X) | $97,668 | $0 | $16,953 | ||||
| MARY ELLEN DUGAN MD | |||||||||
| TRUSTEE; PHYSICIAN | 50.00 | Yes (X) | $67,202 | $0 | $15,870 | ||||
| KATHY GIBNEY | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $3,500 | $0 | $0 | ||||
| SUSAN MAILMAN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $4,500 | $0 | $0 | ||||
| KEVIN MARTIN MD | |||||||||
| TRUSTEE; PHYSICIAN | 50.00 | Yes (X) | $80,045 | $0 | $16,496 | ||||
| SEEMA NARAVANE MD | |||||||||
| TRUSTEE; PHYSICIAN | 50.00 | Yes (X) | $57,568 | $0 | $17,179 | ||||
| KEVIN O'SULLIVAN | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $3,500 | $0 | $0 | 1.00 | |||
| RALPH RONDINONE JR | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $5,500 | $0 | $0 | ||||
| JOHN SCHNEEWEIS MD | |||||||||
| TRUSTEE; PHYSICIAN | 50.00 | Yes (X) | $108,425 | $0 | $25,035 | ||||
| LISA SCOPA | |||||||||
| TRUSTEE; TREASURER | 2.00 | Yes (X) | $6,500 | $0 | $0 | Yes (X) | |||
| LINDA SHYAVITZ | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $4,000 | $0 | $0 | ||||
| JOSEPH SIDARI MD | |||||||||
| TRUSTEE; BOARD CHAIR; PHYSICIAN | 50.00 | Yes (X) | $170,257 | $0 | $21,214 | Yes (X) | |||
| TAREK ELSAWY MD | |||||||||
| PRESIDENT AND CEO | 50.00 | $480,001 | $0 | $21,010 | Yes (X) | ||||
| STEPHEN KNOX | |||||||||
| COO | 50.00 | $84,532 | $0 | $16,695 | Yes (X) | ||||
| BRUCE PLUMMER | |||||||||
| CFO | 50.00 | $130,950 | $0 | $22,439 | Yes (X) | ||||
| PAUL ARCAND | |||||||||
| PHYSICIAN VASCULAR SURGERY | 50.00 | $192,804 | $0 | $22,257 | Yes (X) | ||||
| MICHAEL KELFER MD | |||||||||
| DIV. CHIEF GASTROENTEROLOGY | 50.00 | $189,088 | $0 | $25,093 | Yes (X) | ||||
| DAVID KIM MD | |||||||||
| DIV.CHIEF ORTHO. & PLASTIC SURGERY | 50.00 | $191,777 | $0 | $22,393 | Yes (X) | ||||
| JONATHAN TAYLOR MD | |||||||||
| PHYSICIAN GASTROENTEROLOGY | 50.00 | $182,362 | $0 | $22,851 | Yes (X) | ||||
| JEFFREY ZAREF | |||||||||
| PEDIATRICIAN | 50.00 | $212,943 | $0 | $17,170 | Yes (X) | ||||
| LEON JOSEPHS MD | |||||||||
| FORMER ACTING CEO; PHYSICIAN | 50.00 | $153,523 | $0 | $21,518 | Yes (X) | ||||
| STEPHEN SMITH MD | |||||||||
| FMR REGIONAL MEDICAL DIR.; PHYSICIAN | 50.00 | $104,257 | $0 | $24,555 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,827,585 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $368,726 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | 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 |
|---|---|---|---|---|---|
| ARAMARK HEALTHCARE SUPPORT SERVICES | |||||
| 42 SOUTHBRIDGE ST | WOBURN | MA | 01801 | PATIENT SERVICES | $374,007 |
| ARAMARK HEALTHCARE TECHNOLOGIES | |||||
| 42 SOUTHBRIDGE ST | WOBURN | MA | 01801 | IT SERVICES | $243,155 |
| OPTUMINSIGHT | |||||
| 11000 OPTUM CIRCLE | EDEN PRAIRIE | MN | 55344 | MANAGEMENT CONSULTING | $210,000 |
| MCDERMOTT WILL & EMERY | |||||
| 28 STATE ST STE 3400 | BOSTON | MA | 02109 | LEGAL SERVICES | $209,358 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| 101 SEAPORT BLVD | BOSTON | MA | 02210 | MANAGEMENT CONSULTING | $116,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $17,109 | RelatedOrganizationsAmt |
| Total Contributions | $17,109 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT REVENUE - CAPITATION | 621110 | $123,083,360 | $123,083,360 |
| PATIENT REVENUE-FEE FOR SERVICE | 621110 | $44,013,986 | $44,013,986 |
| MEDICARE/MEDICAID | 621110 | $1,161,782 | $1,161,782 |
| OTHER | 621110 | $65,598 | $65,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $168,324,726 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,733 | TotalRevenueColumnAmt |
| Exclusion | $144,733 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $170,255 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $159,491 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,764 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,764 | TotalRevenueColumnAmt |
| Exclusion | $10,764 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $779 | SecuritiesAmt |
| Other | $1,822,111 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $2,170,727 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $779 | SecuritiesAmt |
| Other | -$348,616 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$347,837 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$348,616 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $779 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,149,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $167,976,110 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $156,276 | 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 | $74,550 | TotalAmt |
| Program Services | $74,550 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,041,437 | TotalAmt |
| Program Services | $1,097,271 | ProgramServicesAmt |
| Management And General | $944,166 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,505 | TotalAmt |
| Program Services | $554,360 | ProgramServicesAmt |
| Management And General | $17,145 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,789,409 | TotalAmt |
| Program Services | $48,339,693 | ProgramServicesAmt |
| Management And General | $3,449,716 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,407,187 | TotalAmt |
| Program Services | $2,383,327 | ProgramServicesAmt |
| Management And General | $23,860 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,133,417 | TotalAmt |
| Program Services | $4,759,713 | ProgramServicesAmt |
| Management And General | $373,704 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,096,668 | TotalAmt |
| Program Services | $3,784,997 | ProgramServicesAmt |
| Management And General | $311,671 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,702 | TotalAmt |
| Program Services | $2,063 | ProgramServicesAmt |
| Management And General | $50,639 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,661 | TotalAmt |
| Management And General | $132,661 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,700 | TotalAmt |
| Management And General | $28,700 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,609 | TotalAmt |
| Management And General | $13,609 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,889 | TotalAmt |
| Management And General | $23,889 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,458,377 | TotalAmt |
| Program Services | $82,260,406 | ProgramServicesAmt |
| Management And General | $197,971 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,666 | TotalAmt |
| Program Services | $21,987 | ProgramServicesAmt |
| Management And General | $142,679 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,911,504 | TotalAmt |
| Program Services | $1,602,407 | ProgramServicesAmt |
| Management And General | $309,097 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,348,140 | TotalAmt |
| Program Services | $1,314,466 | ProgramServicesAmt |
| Management And General | $33,674 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,901,142 | TotalAmt |
| Program Services | $9,242,975 | ProgramServicesAmt |
| Management And General | $658,167 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,443 | TotalAmt |
| Program Services | $48,389 | ProgramServicesAmt |
| Management And General | $86,054 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,463 | TotalAmt |
| Management And General | $84,463 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,262,355 | TotalAmt |
| Program Services | $4,083,446 | ProgramServicesAmt |
| Management And General | $178,909 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,771,239 | TotalAmt |
| Program Services | $3,758,589 | ProgramServicesAmt |
| Management And General | $12,650 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $4,708,213 | $4,707,335 | $878 |
| BAD DEBTS | $939,006 | $939,006 | |
| MISCELLANEOUS | $386,802 | $12,889 | $373,913 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,436,084 | TotalAmt |
| Program Services | $168,987,869 | ProgramServicesAmt |
| Management And General | $7,448,215 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,694 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,283,154 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,312,844 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,562 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,418,626 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,665,736 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,296,647 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,582,496 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,545,682 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,210,866 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,489,307 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,370,852 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,321,217 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,000,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,927,247 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,619,316 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,869,991 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,869,991 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,489,307 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,286,589 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$330,271 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$42,253,131 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,231 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,013 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $228,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $275,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,109 | CurrentTaxYearAmt |
| Total | $768,194 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $554,028,832 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $665,162,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $672,402,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $655,882,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,324,726 | CurrentTaxYearAmt |
| Total | $2,715,800,821 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $554,119,063 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $665,318,391 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $672,631,028 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $656,158,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,341,835 | CurrentTaxYearAmt |
| Total | $2,716,569,015 | 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 | $2,716,569,015 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $721,632 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,116,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,078,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,816,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,988 | CurrentTaxYearAmt |
| Total | $5,049,067 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $721,632 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,116,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,078,875 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,816,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,988 | CurrentTaxYearAmt |
| Total | $5,049,067 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $554,840,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $666,435,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $673,709,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $657,975,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,656,823 | CurrentTaxYearAmt |
| Total | $2,721,618,082 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99810 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99820 | PublicSupportPY509Pct |
| Investment Income CY | 0.00190 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, SHORT YEAR EXPLANATION: | FormAndLineReferenceDesc |
| Explanation | THE SUPPORT INFORMATION FOR 2018 COVERS THE PERIOD JANUARY 1 THROUGH MARCH 31, 2018. AS OF APRIL 1, 2018, RELIANT MEDICAL GROUP IS NOT A QUALIFIED PUBLIC CHARITY UNDER IRC 2015(C)(3) AND INELIGIBLE TO FILE AS A TAX-EXEMPT ENTITY AFTER MARCH 31, 2018. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $3,625 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,625 | 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 | RELIANT MEDICAL GROUP ENGAGED A LOBBYING FIRM WORKING WITH MASSACHUSETTS LEGISLATORS REGARDING HEALTH CARE REFORM. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | INSURANCE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $3,559,984 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,559,984 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,559,984 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| RELIANT MEDICAL GROUP FOUNDATION INC | |||||||
| 100 FRONT STREET | WORCESTER | MA | 01608 | 222912515 | 501(C)(3) | $37,500 | GENERAL SUPPORT |
| HANOVER THEATER FOR THE PERFORMING ARTS | |||||||
| 2 SOUTHBRIDGE ST | WORCESTER | MA | 01608 | 050521735 | 501(C)(3) | $7,500 | GENERAL SUPPORT |
| (no name) | |||||||
| GENERAL SUPPORT | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS IN THE US. ALL GRANTS ARE MADE TO WELL KNOWN LOCAL 501(C)(3) ORGANIZATIONS. THE ORGANIZATION VERIFIES 501(C)(3) STATUS AND CORRESPONDENCE PROVIDED ALONG WITH THE GRANT STATES THE PURPOSE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM BALCOM MD | ||||||||||||||
| TRUSTEE;CLERK;CHAIR-ORTHO DEPT | $220,962 | $0 | $169 | $0 | $3,981 | $0 | $15,525 | $0 | $6,655 | $0 | $247,292 | $0 | $0 | $0 |
| JOSEPH SIDARI MD | ||||||||||||||
| TRUSTEE; BOARD CHAIR; PHYSICIAN | $165,129 | $0 | $473 | $0 | $4,655 | $0 | $12,825 | $0 | $8,389 | $0 | $191,471 | $0 | $0 | $0 |
| TAREK ELSAWY MD | ||||||||||||||
| PRESIDENT AND CEO | $217,883 | $0 | $255,000 | $0 | $7,118 | $0 | $12,825 | $0 | $8,185 | $0 | $501,011 | $0 | $0 | $0 |
| BRUCE PLUMMER | ||||||||||||||
| CFO | $118,235 | $0 | $10,000 | $0 | $2,715 | $0 | $18,225 | $0 | $4,214 | $0 | $153,389 | $0 | $0 | $0 |
| PAUL ARCAND | ||||||||||||||
| PHYSICIAN VASCULAR SURGERY | $192,176 | $0 | $318 | $0 | $310 | $0 | $15,525 | $0 | $6,732 | $0 | $215,061 | $0 | $0 | $0 |
| MICHAEL KELFER MD | ||||||||||||||
| DIV. CHIEF GASTROENTEROLOGY | $188,248 | $0 | $260 | $0 | $580 | $0 | $18,225 | $0 | $6,868 | $0 | $214,181 | $0 | $0 | $0 |
| DAVID KIM MD | ||||||||||||||
| DIV.CHIEF ORTHO. & PLASTIC SURGERY | $191,102 | $0 | $95 | $0 | $580 | $0 | $15,525 | $0 | $6,868 | $0 | $214,170 | $0 | $0 | $0 |
| JONATHAN TAYLOR MD | ||||||||||||||
| PHYSICIAN GASTROENTEROLOGY | $181,778 | $0 | $274 | $0 | $310 | $0 | $15,525 | $0 | $7,326 | $0 | $205,213 | $0 | $0 | $0 |
| JEFFREY ZAREF | ||||||||||||||
| PEDIATRICIAN | $210,670 | $0 | $2,195 | $0 | $78 | $0 | $10,125 | $0 | $7,045 | $0 | $230,113 | $0 | $0 | $0 |
| LEON JOSEPHS MD | ||||||||||||||
| FORMER ACTING CEO; PHYSICIAN | $152,423 | $0 | $209 | $0 | $891 | $0 | $18,225 | $0 | $3,293 | $0 | $175,041 | $0 | $0 | $0 |
| STEPHEN SMITH MD | ||||||||||||||
| FMR REGIONAL MEDICAL DIR.; PHYSICIAN | $100,837 | $0 | $2,981 | $0 | $439 | $0 | $18,225 | $0 | $6,330 | $0 | $128,812 | $0 | $0 | $0 |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | SEE SCHEDULE O STATEMENT | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2018-03-31 | DistributionDt |
| Fair Market Value Of Asset | $28,350,000 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | SEE SCHEDULE O STATEMENT | MethodOfFMVDeterminationTxt |
| EIN | 222912515 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELIANT FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 FRONT ST | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(C)(3) | IRCSectionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | 0 | DirectorOfSuccessorInd |
| Employee Of Successor | Yes (1) | EmployeeOfSuccessorInd |
| Owner Of Successor | 0 | OwnerOfSuccessorInd |
| Receive Compensation | 0 | ReceiveCompensationInd |
| Assets Distributed | Yes (1) | AssetsDistributedInd |
| Required To Notify AG | Yes (1) | RequiredToNotifyAGInd |
| Attorney General Notified | Yes (1) | AttorneyGeneralNotifiedInd |
| Liabilities Paid | Yes (1) | LiabilitiesPaidInd |
| Bonds Outstanding | 0 | BondsOutstandingInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2E: | PERSON(S) INVOLVED: INDIVIDUALS WHO BECAME AN OFFICER OF RELIANT MSO:TAREK ELSAWY, MD : PRESIDENT AND CEOSTEPHEN KNOX : COOBRUCE PLUMMER : CFO |
| PART I, LINE 2E: | EXPLANATION OF INVOLVEMENT: UPON THEIR TRANSFER TO RELIANT MSO, THE INDIVIDUALS RESPONSIBILITIES AND COMPENSATION DID NOT CHANGE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| STATEMENT 1 - DESCRIPTION OF ORGANIZATION MISSION | FORM 990, PART I, LINE 1 TO PROVIDE COMPASSIONATE AND HIGH-QUALITY HEALTH CARE AND HEALTH EDUCATION TO PATIENTS AND OTHER MEMBERS OF THE COMMUNITY. |
| STATEMENT 2 | FORM 990, PART III, LINE 4A, PROGRAM SERVICE RELIANT MEDICAL GROUP IS A MULTI-SPECIALTY MEDICAL GROUP PRACTICE OF 287 PHYSICIANS AND 262 OTHER PRACTICE CLINICIANS THAT PROVIDES PATIENTS WITH A WIDE RANGE OF MEDICAL AND SURGICAL SERVICES THROUGH A NETWORK OF MORE THAN 31 SITES THROUGHOUT CENTRAL MASSACHUSETTS. THE GROUP'S SERVICES ARE SUPPORTED BY CUTTING-EDGE TECHNOLOGIES AND SERVICE-ORIENTED PROCESSES. THE GROUP PROMOTES THE HEALTH OF THE COMMUNITIES IT SERVES BY PROVIDING CLINICALLY SUPERIOR, INTEGRATED HEALTH CARE SERVICES FOR THE PREVENTION, DIAGNOSIS, AND TREATMENT OF DISEASE. THE GROUP'S SERVICES INCLUDE PROVIDING PATIENTS AND OTHER MEMBERS OF THE COMMUNITY WITH ACCESS TO DISEASE-MANAGEMENT SUPPORT GROUPS, AND HEALTH EDUCATION VIA PHYSICIAN LECTURES AND CONTRIBUTIONS TO THE HEALTH AND FITNESS SECTION OF THE REGION'S LARGEST DAILY NEWSPAPER. MANY OF THE GROUP'S PHYSICIANS ARE HIGHLY ENGAGED IN TEACHING RESIDENTS AND INTERNS IN BOTH HOSPITAL AND OFFICE SETTINGS. ADDITIONALLY, MANY PHYSICIANS AND OTHER EMPLOYEES PARTICIPATE IN RESEARCH ACTIVITIES AIMED AT IMPROVING HEALTH CARE SERVICES FOR THE BENEFIT OF THE WHOLE COMMUNITY. WITH MORE THAN 413,000 ENCOUNTERS, INCLUDING APPROXIMATELY 48,000 MEDICAID AND 106,000 MEDICARE VISITS IN THE THREE MONTHS ENDED MARCH 31, 2018, THE GROUP PROVIDES OVER 100 HEALTH CARE PROGRAMS AND SERVICES AND CARES FOR APPROXIMATELY 385,000 PATIENTS. THE GROUP WAS ONE OF THE FIRST CLINIC-TYPE ORGANIZATIONS TO ENTER INTO MEDICARE AND MEDICAID MANAGED CARE CONTRACTS, AND HAS ONE OF THE LARGEST PANELS OF SUCH PATIENTS IN MASSACHUSETTS. THE GROUP ALSO PROVIDED APPROXIMATELY $900,000 IN UNCOMPENSATED CARE IN THE THREE MONTHS ENDED MARCH 31, 2018. EACH YEAR THE GROUP SUPPORTS A WIDE RANGE OF NON-PROFIT ENDEAVORS, INCLUDING EVENTS THAT RAISE FUNDS FOR THE ONGOING RESEARCH AND TREATMENT OF MAJOR DISEASES (I.E., HEART WALK, RELAY FOR LIFE, NATIONAL CANCER SURVIVORS' DAY, ETC.), AS WELL AS COMMUNITY-BASED CULTURAL AND FAMILY-CENTERED ACTIVITIES THROUGHOUT THE GROUP'S SERVICE AREA. RELIANT MEDICAL GROUP CONTINUES TO BE RECOGNIZED BOTH LOCALLY AND NATIONALLY FOR ITS EXCELLENCE OVER THE PAST YEAR. IN 2017, RELIANT WAS PRESENTED WITH THE BOSTON BUSINESS JOURNAL'S "BEST PLACES TO WORK" AWARD FOR THE FOURTH STRAIGHT YEAR. RELIANT WAS ALSO NAMED TO THE 2017 EDITION OF BECKER'S HOSPITAL REVIEW'S PRESTIGIOUS "150 GREAT PLACES TO WORK IN HEALTHCARE" LIST. DURING 2017, THE BOSTON GLOBE ALSO HONORED RELIANT MEDICAL GROUP IN THEIR ANNUAL TOP PLACES TO WORK AWARD - THE FIFTH STRAIGHT YEAR THE ORGANIZATION HAS RECEIVED THIS SPECIAL HONOR. ALL OF THIS RECOGNITION IS A TESTAMENT THAT RELIANT MEDICAL GROUP IS JUST AS COMMITTED TO ITS EMPLOYEES AS IT IS TO ITS PATIENTS. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE BYLAWS IN EFFECT THROUGH MARCH 31, 2018 STATE THAT AN EXECUTIVE COMMITTEE WILL BE FORMED AND BE COMPRISED OF THREE MEMBER TRUSTEES AND TWO COMMUNITY TRUSTEES. THE COMMITTEE "SHALL POSSESS AND MAY EXERCISE ALL THE POWERS AND FUNCTIONS OF THE BOARD OF TRUSTEES IN THE MANAGEMENT AND DIRECTION OF THE AFFAIRS OF THE CORPORATION" WITH A NUMBER OF EXCEPTIONS. ALTHOUGH THE COMMITTEE HAS AUTHORITY AS LISTED ABOVE, IT HAS STATED TO THE BOARD THAT "IT IS PRIMARILY TO SUPPORT CEO AND WILL TRY TO AVOID ANY DECISION MAKING" IN BETWEEN BOARD MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL COOPER MD, TAREK ELSWAY MD, AND SEEMA NARAVANE MD HAD A BUSINESS RELATIONSHIP SINCE THEY SERVED JOINTLY ON THE BOARD OF ASPECTUS, INC. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BY-LAWS OF RELIANT MEDICAL GROUP, INC. ("RMG") WERE AMENDED AND RESTATED, EFFECTIVE AT THE CLOSE OF BUSINESS MARCH 31, 2018, THE DATE ON WHICH THE TRANSACTION DESCRIBED IN SCHEDULE O, CHANGE IN ORGANIZATION STRUCTURE, WAS EFFECTIVE. |
| FORM 990, PART VI, SECTION A, LINE 6 | EMPLOYED MDS, ODS, DPMS AND OPTOMETRISTS ARE ELIGIBLE TO BECOME VOTING MEMBERS OF THE ORGANIZATION. THEY MUST BE EMPLOYED FOR 2 FULL YEARS AND MEET SPECIFIC ELIGIBILITY CRITERIA PRIOR TO BEING APPROVED BY MEDICAL LEADERSHIP. POTENTIAL MEMBERS ARE THEN PLACED ON A BALLOT AND MUST RECEIVE A MAJORITY VOTE OF THE MEMBERS IN ATTENDANCE AT A MEETING CALLED FOR SUCH PURPOSE. EFFECTIVE UPON COMPLETION OF THE TRANSACTION DESCRIBED IN SCHEDULE O - CHANGE IN ORGANIZATION STRUCTURE, RELIANT SHALL HAVE A SOLE MEMBER WHO IS APPOINTED EITHER BY OPTUMCARE OR OPTUMCARE-APPOINTED DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | PER THE BYLAWS IN EFFECT THROUGH MARCH 31, 2018, CURRENT VOTING MEMBERS OF THE ORGANIZATION NOMINATE OTHER VOTING MEMBERS FOR ELECTION TO OPEN BOARD SEATS EACH YEAR. NOMINEES MAY ACCEPT OR DECLINE THE NOMINATION; THOSE WHO ACCEPT ARE PLACED ON A WRITTEN BALLOT AND ELECTED BY A MAJORITY VOTE OF MEMBERS AT EACH ANNUAL MEETING OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BYLAWS IN EFFECT THROUGH MARCH 31, 2018 PROVIDED THAT ANY RECOMMENDED CHANGES TO THE ORGANIZATION'S ARTICLES OR BYLAWS MUST BE APPROVED BY A MAJORITY VOTE OF EXISTING VOTING MEMBERS, IN ADDITION TO ANY MERGER OR CONSOLIDATION WITH ANOTHER ENTITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF TRUSTEES RESIGNED ON MARCH 31, 2018, IN CONJUNCTION WITH THE TRANSACTION DESCRIBED IN THE NEXT PARAGRAPH. RELIANT MEDICAL ENGAGED AN OUTSIDE TAX/ACCOUNTING FIRM TO ASSIST IN THE PREPARATION AND REVIEW OF ITS 2018 FORM 990. STAFF OF THE SUCCESSOR ORGANIZATION, CONSISTING OF FORMER RELIANT MEDICAL GROUP STAFF MEMBERS, INCLUDING ITS CONTROLLER, DIRECTOR OF COMPENSATION AND CORPORATE PARALEGAL WORKED IN CONCERT WITH THE OUTSIDE FIRM TO COMPLETE THE TAX FORM. EFFECTIVE AT THE CLOSE OF BUSINESS MARCH 31, 2018, PURSUANT TO VARIOUS DEFINITIVE AGREEMENTS, INCLUDING A UNIT PURCHASE AND SALE AGREEMENT DATED NOVEMBER 22, 2017 BY AND AMONG COLLABORATIVE CARE HOLDINGS, LLC D/B/A OPTUMCARE, A DELAWARE LIMITED LIABILITY COMPANY ("OPTUMCARE"), RELIANT MEDICAL, AND RELIANT MSO, LLC, A DELAWARE LIMITED LIABILITY COMPANY ("RELIANT MSO"), RELIANT MEDICAL CONTRIBUTED SUBSTANTIALLY ALL OF ITS ASSETS AND OPERATIONS TO RELIANT MSO, A WHOLLY-OWNED SUBSIDIARY OF RELIANT MEDICAL, AND THEN TRANSFERRED ALL OF ITS MEMBERSHIP INTERESTS IN RELIANT MSO TO OPTUMCARE, ALL IN CONSIDERATION FOR AMOUNTS PAID DIRECTLY TO THE RELIANT FOUNDATION AT THE CLOSING (REQUIRED BY MASSACHUSETTS LAW APPLICABLE TO CHARITABLE CORPORATIONS) AND CERTAIN POST-CLOSING CAPITAL COMMITMENTS FROM OPTUMCARE TO RELIANT MEDICAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING ANNUALLY, EACH TRUSTEE, THE ORGANIZATION'S CEO, AND MEMBERS OF SENIOR MANAGEMENT COMPLETES AND SUBMITS A CONFLICT OF INTEREST (COI) DISCLOSURE STATEMENT. STATEMENTS ARE REVIEWED AS FOLLOWS: THE CEO'S COI IS REVIEWED BY THE CHAIRMAN OF THE BOARD WITH COPY TO EXTERNAL CORPORATE COUNSEL; THE CHAIRMAN'S COI IS REVIEWED BY THE CEO WITH A COPY TO EXTERNAL CORPORATE COUNSEL; INDEPENDENT TRUSTEES' COI'S ARE REVIEWED BY THE CHAIRMAN OR THE CEO WITH COPIES TO EXTERNAL CORPORATE COUNSEL; PHYSICIAN TRUSTEES & SENIOR MANAGEMENT'S COI'S ARE REVIEWED BY THE CHAIRMAN OF AUDIT/ COMPLIANCE COMMITTEE OR THE CEO WITH COPIES OF POTENTIAL CONFLICTS COMMUNICATED TO THE CEO AND EXTERNAL CORPORATE COUNSEL. AFTER REVIEW, COIS ARE FILED AND MAINTAINED BY THE ASSISTANT CLERK. ENFORCEMENT IF AN INTERESTED INDIVIDUAL PRESENTS AN ITEM AT A BOARD MEETING, HE/SHE IS REQUIRED TO LEAVE THE MEETING DURING DISCUSSION AND VOTING ON ANY TRANSACTION WHICH MAY RESULT IN A CONFLICT. ANY DISCLOSURE OF A FINANCIAL INTEREST OR CONFLICT OF INTEREST MUST BE DETAILED IN THE MEETING MINUTES. WHO IS COVERED THE ORGANIZATION'S CONFLICT OF INTEREST DISCLOSURE STATEMENT COVERS EACH MEMBER OF THE ORGANIZATION'S BOARD OF TRUSTEES, THE CEO AND SENIOR MANAGEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION PROGRAMS FOR RELIANT MEDICAL GROUP OFFICERS AND KEY EMPLOYEES AND THE PHYSICIAN COMPENSATION MODELS ARE PREPARED IN COMPLIANCE WITH IRS GUIDELINES. THE PROCESS ESTABLISHED BY THE BOARD OF TRUSTEES ALLOWS FOR THE COMPENSATION COMMITTEE TO HANDLE THE REVIEW AND APPROVAL OF THE COMPENSATION PACKAGE FOR THE CEO, THE EXECUTIVE MANAGEMENT TEAM, ALL PHYSICIANS WHO WILL POTENTIALLY EARN MORE THAN 95% OF THE COMPARABLE LEVEL OF PAY REPORTED IN A NATIONALLY RECOGNIZED COMPENSATION PHYSICIAN SURVEY, STIPENDS FOR MEMBERS OF THE BOARD OF TRUSTEES, AND ANY OTHER MATTERS SO DESIGNATED TO COME BEFORE THE COMMITTEE. THE COMMITTEE MEETS QUARTERLY AND AS NEEDED TO HANDLE ANY MATTER THAT REQUIRES ATTENTION IN A TIMELY MANNER. COMPENSATION DECISIONS BY THE COMMITTEE ARE MADE IN ADVANCE OF IMPLEMENTATION, AND ARE PROPERLY DOCUMENTED ON A TIMELY BASIS IN COMMITTEE MINUTES. THE COMMITTEE USES THE SERVICES OF AN INDEPENDENT, OUTSIDE CONSULTING FIRM TO PROVIDE BACKGROUND INFORMATION AS WELL AS LOCAL AND REGIONAL COMPARISON DATA ON THE AREAS OF OVERSIGHT OF THE COMMITTEE. THE CONSULTANT IS AVAILABLE AT ALL TIMES TO CONSIDER MATTERS WHICH REQUIRE HIS INPUT FOR THE COMMITTEE'S QUESTIONS. THE COMMITTEE CONDUCTS ITS DELIBERATIONS AND REPORTS TO THE FULL BOARD AT EACH MEETING. THE PROCESS WAS LAST COMPLETED IN DECEMBER 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, COMPENSATION OF LISTED PERSONS | BOARD MEMBERS RECEIVE ANNUAL STIPENDS OF $10,000 FOR THEIR ACTIVE ROLE AS A TRUSTEE. THEY ALSO RECEIVE $1,000 PER BOARD MEETING ATTENDED AND $500 PER BOARD APPOINTED COMMITTEE MEETING ATTENDANCE. THE OFFICER WHO SERVES AS VICE CHAIR RECEIVES AN ADDITIONAL $5,000 FOR THEIR ROLE AS AN OFFICER. ALL OTHER COMPENSATION DISCLOSED IS EARNED WHILE PERFORMING NORMAL JOB FUNCTIONS. |
| FORM 990, PART IX, LINE 11G | MEDICAL REFERRAL COSTS (CAPITATION CONTRACTS): PROGRAM SERVICE EXPENSES 82,195,962. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,195,962. OTHER: PROGRAM SERVICE EXPENSES 64,444. MANAGEMENT AND GENERAL EXPENSES 197,971. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 262,415. |
| FORM 990, PART XI, LINE 9: | DISPOSITION OF NET ASSETS PURSUANT TO PLAN APPROVED BY MA AGO (SEE SCH. O) -42,253,131. |
| CHANGE IN ORGANIZATION STRUCTURE - FINAL FORM 990 | AFTER THE CLOSE OF BUSINESS ON MARCH 31, 2018, RELIANT MEDICAL GROUP, INC. ("RMG") AND ITS AFFILIATE ORGANIZATIONS BECAME PART OF OPTUMCARE. OPTUMCARE IS A NATIONAL, PHYSICIAN-LED, CARE DELIVERY ORGANIZATION COMPRISED OF MULTI-SPECIALTY PHYSICIAN GROUPS, A NATIONAL URGENT CARE PLATFORM, AND A NATIONAL PLATFORM OF OWNED AND MANAGED AMBULATORY SURGERY CENTERS. OPTUMCARE IS BUT ONE DIVISION OF OPTUM, INC., A MULTI-NATIONAL ORGANIZATION THAT IN ADDITION TO CARE DELIVERY AND SERVICES PROVIDED BY ITS OPTUM HEALTH SEGMENT PROVIDES HEALTHCARE ANALYTICS AND PAYMENT SUPPORT SERVICES THROUGH OPTUM INSIGHT, AND PHARMACY BENEFIT MANAGEMENT AND PHARMACY CARE SERVICES THROUGH OPTUMRX. OPTUM IS PART OF UNITED HEALTH GROUP, INC. A PUBLICLY-TRADED ORGANIZATION THAT ALSO INCLUDES A HEALTH INSURANCE AND BENEFITS ORGANIZATION, UNITED HEALTHCARE. TRANSACTION FORMAT RMG IS A MASSACHUSETTS NON-STOCK (I.E. NONPROFIT) CORPORATION THAT PRIOR TO THE OPTUM TRANSACTION WAS RECOGNIZED AS A PUBLIC CHARITY UNDER STATE LAW, AS WELL AS A PUBLIC CHARITY EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). IN JOINING OPTUM, RMG NO LONGER SATISFIES IRC REQUIREMENTS TO REMAIN A FEDERAL TAX EXEMPT ORGANIZATION. ADDITIONALLY, RMG COULD NO LONGER BE RECOGNIZED AS A CHARITY UNDER MASSACHUSETTS LAW, AND THUS NEEDED TO FORMALLY SEPARATE FROM ITS WHOLLY-OWNED SUBSIDIARY, RELIANT MEDICAL GROUP FOUNDATION, INC. ("FOUNDATION"). HOWEVER, RMG REMAINS A MASSACHUSETTS NON-STOCK CORPORATION, ALBEIT ONE THAT IS NO LONGER A PUBLIC CHARITY UNDER FEDERAL AND STATE LAW. IN ITS REQUEST TO THE OAG FOR APPROVAL OF THE TRANSACTION, RMG COMMITTED TO OPERATING EXCLUSIVELY AND USE PROFITS SOLELY TO FURTHER ITS MEDICAL PURPOSES (G.L. CH. 180, S. 4), TO NOT DISTRIBUTE PROFITS TO PRIVATE PARTIES, AND TO ENGAGE IN FAIR MARKET VALUE CONTRACTING. TO EFFECTUATE THE TRANSACTION WITH OPTUM, A NEW MANAGEMENT SERVICES ORGANIZATION, RELIANT MSO, LLC ("MSO") WAS FORMED. MSO IS WHOLLY-OWNED BY AN OPTUM COMPANY, COLLABORATIVE CARE HOLDINGS, LLC ("CCH"). RMG CONTRIBUTED SUBSTANTIALLY ALL OF ITS ASSETS AND OPERATIONS TO THE MSO. BY WAY OF EXAMPLE, THE CONTRIBUTED ASSETS INCLUDED RMG'S LEASES, VENDOR AND SERVICES AGREEMENTS, PROPERTY AND EQUIPMENT AND TRADE AND SERVICE MARKS. ADDITIONALLY, CERTAIN CLINICAL AND NON-CLINICAL EMPLOYEES THAT HAD BEEN EMPLOYED BY RMG BECAME EMPLOYEES OF THE MSO. RMG RETAINED ALL CONTRACTS WITH THIRD PARTY PAYERS AND SUBSTANTIALLY ALL OF ITS CLINICAL EMPLOYEES. UNDER A LONG-TERM ADMINISTRATIVE SERVICES AGREEMENT, THE MSO PROVIDES A RANGE OF MANAGEMENT, FINANCIAL, AND TECHNICAL SERVICES TO RMG. PAYMENT OF NET PROCEEDS AND SEPARATION FROM RELIANT FOUNDATION AFTER RMG CONTRIBUTED THE ASSETS TO THE MSO, CCH PAID $28.35 MILLION FOR THE CONTRIBUTED RMG ASSETS. HOWEVER, SINCE THIS AMOUNT WOULD HAVE CONSTITUTED CHARITABLE PROCEEDS, AND RMG NO LONGER QUALIFIED AS A CHARITABLE ORGANIZATION, RMG DISTRIBUTED SUCH FUNDS TO THE FOUNDATION. CONCURRENTLY, THE FOUNDATION AMENDED ITS ARTICLES AND BYLAWS TO SEVER ALL LEGAL TIES TO RMG, AND THE FOUNDATION NOW OPERATES AS A SEPARATE ORGANIZATION CALLED "RELIANT FOUNDATION". IN MASSACHUSETTS THE STATE'S OFFICE OF THE ATTORNEY GENERAL ("OAG") ENFORCES CHARITIES LAW AND THUS WAS REQUIRED TO APPROVE RMG'S TRANSACTION WITH OPTUM AND TO ASSENT TO THE PAYMENT OF THE TRANSACTION SALE PROCEEDS TO THE FOUNDATION. RMG ENGAGED IN EXTENSIVE DISCUSSIONS WITH OAG REGARDING THE TRANSACTION, AND THE OAG CONDUCTED ITS OWN FINANCIAL ANALYSIS AND INVESTIGATION. THE OAG DETERMINED THAT THROUGH THE PURCHASE PRICE AND ADDITIONALLY THROUGH OPTUMCARE'S POST-CLOSING COMMITMENTS OUTLINED IN THE TRANSACTION DOCUMENTS IN EXHIBIT 5, THE TRANSACTION INCLUDED FAIR VALUE IN EXCHANGE FOR RMG'S ASSETS. THE OAG APPROVED THE TRANSACTION SUBJECT TO RMG AND THE FOUNDATION BOTH AGREEING TO CERTAIN CONDITIONS THAT FURTHER CEMENTED THEIR LEGAL SEPARATION (NO GRANTS FROM THE FOUNDATION TO OPTUM, NO BOARD MEMBERSHIPS FOR RMG EMPLOYEES). AFTER RECEIVING APPROVAL FROM THE OAG, RMG RECEIVED FINAL AUTHORIZATION FROM THE MASSACHUSETTS SUPREME JUDICIAL COURT TO PROCEED WITH THE TRANSACTION. |
| SCHEDULE N, PART I, 2(B) AND (D) | EFFECTIVE AT THE CLOSE OF BUSINESS MARCH 31, 2018, PURSUANT TO VARIOUS DEFINITIVE AGREEMENTS, INCLUDING A UNIT PURCHASE AND SALE AGREEMENT DATED NOVEMBER 22, 2017 BY AND AMONG COLLABORATIVE CARE HOLDINGS, LLC D/B/A OPTUMCARE, A DELAWARE LIMITED LIABILITY COMPANY ("OPTUMCARE"), RELIANT MEDICAL, AND RELIANT MSO, LLC, A DELAWARE LIMITED LIABILITY COMPANY ("RELIANT MSO"), RELIANT MEDICAL CONTRIBUTED SUBSTANTIALLY ALL OF ITS ASSETS AND OPERATIONS TO RELIANT MSO, A WHOLLY-OWNED SUBSIDIARY OF RELIANT MEDICAL, AND THEN TRANSFERRED ALL OF ITS MEMBERSHIP INTERESTS IN RELIANT MSO TO OPTUMCARE, ALL IN CONSIDERATION FOR AMOUNTS PAID DIRECTLY TO THE RELIANT FOUNDATION AT THE CLOSING (REQUIRED BY MASSACHUSETTS LAW APPLICABLE TO CHARITABLE CORPORATIONS) AND CERTAIN POST-CLOSING CAPITAL COMMITMENTS FROM OPTUMCARE TO RELIANT MEDICAL. A COMPLETE COPY OF THE COMMONWEALTH OF MASSACHUSETTS SUPREME JUDICIAL COURT DECISION APPROVING THE TRANSACTION IN WHICH RELIANT MEDICAL SOLD SUBSTANTIALLY ALL OF ITS ASSETS AND OPERATIONS TO COLLABORATIVE CARE HOLDINGS, LLC D/B/A OPTUMCARE IS ATTACHED. THE COURT'S APPROVAL AND THE AGO REQUEST DESCRIBES THE PROCESS USED TO DETERMINE FAIR MARKET VALUE. |
| SCHEDULE F, PART IV, FOREIGN FORMS | FORM 5471 IS NOT INCLUDED FOR RELIANT MEDICAL GROUP, INC.'S TAX YEAR JANUARY 1, 2018 TO MARCH 31, 2018 BECAUSE THE TAX YEAR-END OF MASSACHUSETTS ASSURANCE COMPANY, LTD, A CONTROLLED FOREIGN CORPORATION, IS DECEMBER 31, 2018 WHICH YEAR-END DOES NOT END WITH OR WITHIN THE TAX YEAR JANUARY 1, 2018 TO MARCH 31, 2018. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| RELIANT MEDICAL GROUP THE ENDOSCOPY CENTER LLC | |||||||||
| 100 FRONT STREET | WORCESTER | MA | 01608 | 205251393 | AMBULATORY SURGICAL CENTER | MA | $1,803,638 | $21,597,836 | RELIANT MEDICAL GROUP INC |
| SURGICAL EYE EXPERTS LLC | |||||||||
| 100 FRONT STREET | WORCESTER | MA | 01608 | 651321064 | AMBULATORY SURGICAL CENTER | MA | $496,223 | $6,030,828 | RELIANT MEDICAL GROUP INC |
| IN STYLE OPTICAL LLC | |||||||||
| 100 FRONT STREET | WORCESTER | MA | 01608 | 273296953 | OPTICAL | MA | $715,192 | $586,528 | RELIANT MEDICAL GROUP INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RELIANT FOUNDATION INC (FKA RELIANT MEDICAL GROUP FOUNDATION INC) | ||||||||||
| 120 FRONT STREET | WORCESTER | MA | 01608 | 222912515 | FUNDRAISING | MA | 501(C)(3) | LINE 7 | RELIANT MEDICAL GROUP INC | Yes (1) |
| DURABLE MEDICAL EQUIPMENT INC | ||||||||||
| 42 SOUTHBRIDGE STREET | AUBURN | MA | 01501 | 043106404 | MEDICAL EQUIPMENT SUPPLIER | MA | 501(C)(3) | LINE 12B, II | RELIANT MEDICAL GROUP INC | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASPECTUS INC | ||||||||||||||||
| 100 FRONT STREET | WORCESTER | MA | 01608 | 043403101 | INACTIVE | MA | RELIANT MEDICAL GROUP INC | C | 1.00000 | Yes (1) | ||||||
| MASSACHUSETTS ASSURANCE COMPANY LTD | ||||||||||||||||
| 980469895 | INSURANCE | RELIANT MEDICAL GROUP INC | C | 1.00000 | Yes (1) | FIRST CARIBBEAN HOUSE | GEORGETOWN | GRAND CAYMAN | CJ | CJ | $38,803,335 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DURABLE MEDICAL EQUIPMENT INC | ||
| L | $139,257 | COST |
| MASSACHUSETTS ASSURANCE COMPANY LTD | ||
| Q | $3,758,602 | INSURANCE INDEMNITY PAYMENTS |
| RELIANT MEDICAL GROUP FOUNDATION INC | ||
| B | $37,500 | BOARD APPROVAL |
| RELIANT MEDICAL GROUP FOUNDATION INC | ||
| C | $17,109 | BOARD APPROVAL |
| RELIANT MEDICAL GROUP FOUNDATION INC | ||
| L | $71,684 | COST |
| DURABLE MEDICAL EQUIPMENT INC | ||
| E | $19,046,410 | ACCRUAL |