2018-11-15T15:24:26-06:00 2017-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 021293742 990 2017-01-01 562382058 COMMONWEALTH CLINICAL ALLIANCE INC COMM 6174260600 30 WINTER STREET BOSTON MA 02108 CHRISTOPHER D PALMIERI PRESIDENT & CEO 6174260600 2018-11-15 1 LYNNE JOHNSON P00757336 6179129000 108.171.131.187 2018-11-15 16:11:23 ES P 537009A0A005A6691AF8E3CD281085943AFA35D8 93DCBEFAA18E51E34D8F84E5D1CC4DB28D8C7E60 2017 2019-02-21 02:37:17Z CHRISTOPHER D PALMIERI 30 WINTER STREET BOSTON MA 02108 33260202 0 X N/A X 2004 MA SERVES AS A PRIMARY CARE SITE WITH NUMEROUS LOCATIONS IN MASSACHUSETTS, FOR THE COMMONWEALTH CARE ALLIANCE'S SENIOR CARE AND ONE CARE OPTIONS PROGRAMS. 15 12 0 25 0 0 0 0 28201433 33260202 0 0 0 0 28201433 33260202 0 0 0 0 26066377 31135062 0 0 0 2119785 2358733 28186162 33493795 15271 -233593 1716547 1868049 2524018 2909113 -807471 -1041064 SERVES AS A PRIMARY CARE SITE WITH NUMEROUS LOCATIONS IN MASSACHUSETTS, FOR THE COMMONWEALTH CARE ALLIANCE'S SENIOR CARE AND ONE CARE OPTIONS PROGRAMS. 0 0 33493795 33260202 PROVIDES CARE MANAGEMENT SERVICES TO CHRONICALLY ILL ADULTS. 33493795 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X LISA FLEMING CLERK 6174260600 30 WINTER STREET BOSTON MA 02108 DEAN RICHLIN DIRECTOR (UNTIL 12/18/17) 2.00 8.00 X 0 0 0 ALAN LONG DIRECTOR (UNTIL 10/18/17) 1.00 4.00 X 0 0 0 CAROL RAPHAEL DIRECTOR 1.00 4.00 X 0 0 0 CHRISTOPHER KOLLER DIRECTOR 1.00 4.00 X 0 0 0 CHARLES CARR DIRECTOR (FROM 7/1/17) 1.00 4.00 X 0 0 0 ROBERT GITTENS DIRECTOR (FROM 4/1/17) 1.00 4.00 X 0 0 0 IRA GOTTLIEB DIRECTOR 1.00 4.00 X 0 0 0 LEN FISHMAN DIRECTOR 1.00 4.00 X 0 0 0 LISA IEZZONI DIRECTOR (UNTIL 7/6/17) 1.00 4.00 X 0 0 0 DAVID KLEIN DIRECTOR (FROM 7/1/17) 1.00 4.00 X 0 0 0 MARK REYNOLDS DIRECTOR 1.00 4.00 X 0 0 0 NANCY TURNBULL DIRECTOR 1.00 4.00 X 0 0 0 ROBERT RESTUCCIA DIRECTOR 1.00 4.00 X 0 0 0 THOMAS LYNCH CHAIR OF THE BOARD 2.00 8.00 X X 0 0 0 CHRISTOPHER D PALMIERI PRESIDENT & CEO 10.00 30.00 X X 0 857418 465229 JOSEPH PADUDA DIRECTOR (FROM 7/1/17) 1.00 4.00 X 0 0 0 LISA FLEMING SECRETARY & CLERK 10.00 30.00 X X 0 427758 39771 ERIC PRICE TREASURER & CFO 10.00 30.00 X X 0 438133 62691 0 1723309 567691 0 0 1 0 DELTA DENTAL PO BOX 415566 BOSTON MA 02129 MEDICAL SUPPORT 666429 BAYSTATE MEDICAL PRACTICES INC 280 CHESTNUT STREET SPRINGFIELD MA 01104 MEDICAL SUPPORT 207917 2 ENROLLEE REVENUE 621610 33260202 33260202 33260202 33260202 33260202 0 0 22953726 22953726 949270 949270 5395420 5395420 1836646 1836646 216116 216116 530514 530514 34521 34521 652699 652699 446920 446920 54353 54353 155630 155630 144586 144586 MEDICAL SUPPLIES 86110 86110 DUES AND SUBSCRIPTIONS 26469 26469 EDUCATION & TRAINING 7785 7785 BANK CHARGES 3030 3030 33493795 33493795 0 0 454786 635060 1209557 947863 405167 261694 856594 971295 1716547 1868049 1832516 1646209 691502 1262904 2524018 2909113 X -807471 -1041064 -807471 -1041064 1716547 1868049 -233593 0 X 0 1 X 1 0 X 15414232 20000037 23402348 28201433 33260202 120278252 15414232 20000037 23402348 28201433 33260202 120278252 0 0 0 120278252 13 13 13 13 15414245 20000037 23402348 28201433 33260202 120278265 1.00000 1.00000 0.00000 X 227711 159785 67926 374855 360898 13957 606991 427180 179811 261694 DEPOSITS 97300 DUE FROM BOSTON'S COMMUNITY MEDICAL GROUP 873995 971295 DUE TO COMMONWEALTH CARE ALLIANCE 1249234 OTHER LIABILITIES 13670 1262904 X PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 1 0 CHRISTOPHER D PALMIERI PRESIDENT & CEO 0 756758 0 100000 0 660 0 445483 0 19746 0 1322647 0 0 LISA FLEMING SECRETARY & CLERK 0 357066 0 66000 0 4692 0 12150 0 27621 0 467529 0 0 ERIC PRICE TREASURER & CFO 0 377389 0 31438 0 29306 0 12150 0 50541 0 500824 0 0 PART I, LINE 7 THE CLERK'S BONUS IS TIED TO MEETING BOTH COMPANY AND INDIVIDUAL PERFORMANCE GOALS. PART I, LINE 3: THE ORGANIZATION RELIED ON COMMONWEALTH CARE ALLIANCE, A RELATED ORGANIZATION, THAT USED ONE OR MORE OF THE METHODS TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 COMMONWEALTH CLINICAL ALLIANCE HAS ONE CORPORATE MEMBER WHICH IS COMMONWEALTH CARE ALLIANCE, INC. FORM 990, PART VI, SECTION A, LINE 7A IN ACCORDANCE WITH THE CLINICAL ALLIANCE'S BYLAWS, THE CORPORATE MEMBER HAS THE POWERS AND AUTHORITY TO APPOINT ADDITIONAL MEMBERS AND ELECT CLINICAL ALLIANCE'S DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B IN ACCORDANCE WITH THE CLINICAL ALLIANCE'S BYLAWS, THE CORPORATE MEMBER HAS THE POWERS AND AUTHORITY TO ADOPT AND APPROVE BYLAWS AND AMENDMENTS TO THE ARTICLES OF ORGANIZATION OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEW THE FORM 990 BEFORE THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. THE BOARD ALSO REVIEWS THE FINANCIAL STATEMENTS ON A QUARTERLY BASIS. FORM 990, PART VI, SECTION B, LINE 12C THE ANNUAL COMPLIANCE POLICY AND CONFLICT OF INTEREST FORMS ARE DISTRIBUTED TO THE BOARD AND OFFICERS AND THE COMPLIANCE DEPARTMENT MONITORS FOR COMPLETION ANNUALLY. THE BOARD AND OFFICERS ALSO RECEIVE ANNUAL TRAINING ON CONFLICT OF INTEREST. THE COMPANY'S CONFLICT OF INTEREST POLICY COVERS CCA EMPLOYEES, OFFICERS AND DIRECTORS. THE POLICY CALLS FOR CONFLICT OF INTEREST ANALYSIS AND ACTUAL CONFLICTS ARE REVIEWED AND CONFLICTS DETERMINATIONS ARE MADE FOR EMPLOYEES OF DIRECTOR LEVEL AND ABOVE (DIRECTOR, SENIOR DIRECTOR, VICE PRESIDENT, SENIOR VICE PRESIDENT). WHERE AN ACTUAL OR PERCEIVED CONFLICT OF INTEREST INVOLVING A TRANSACTION IS DETERMINED, THE EMPLOYEE IS PROHIBITED FROM PARTICIPATING IN EITHER MANAGEMENT'S OR THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION ENGAGED COMPENSATION CONSULTANTS TO PROVIDE A COMPREHENSIVE COMPENSATION ASSESSMENT AND RECOMMENDATIONS TO CREATE A REASONABLE COMPENSATION PACKAGE FOR TOP MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. COMMONWEALTH CARE ALLIANCEINC 30 WINTER ST BOSTON MA 02108 043756900 SUPPORT FOR CARE DELIVERANCY MA 501(C)(3) LINE 10 N/A 0 BOSTON'S COMMUNITY MEDICAL GROUP INC 30 NORTHAMPTON STREET BOSTON MA 02118 260100022 MEDICAL SUPPORT MA 501(C)(3) LINE 3 COMMONWEALTH CARE ALLIANCE INC 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0