ATRIUS HEALTH INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUS HEALTH INC (EIN 04-3397450)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201843179349301239
- Schema version
- 2017v2.3
- 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 | 2018-11-13T09:56:30-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-05 | 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 | 2018-11-05 | IPDt |
| IP Tm | 10:38:45 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BB12664BE1E3D4BC08488640412F20C0F7A39D48 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9C924457B5D275461852EC86B70A375E5271692 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $1,959,462,155 | 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 | 6435 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $214,606 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$27,734 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,517 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,943 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,769,432,593 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,852,436,407 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,015,582 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,496,357 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,449,971 | PYOtherRevenueAmt |
| CY Other Revenue | $4,012,697 | CYOtherRevenueAmt |
| PY Total Revenue | $1,780,905,663 | PYTotalRevenueAmt |
| CY Total Revenue | $1,872,967,404 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $46,328 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $22,010 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $618,010,062 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $630,592,745 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,189,125,548 | PYOtherExpensesAmt |
| CY Other Expenses | $1,202,857,749 | CYOtherExpensesAmt |
| PY Total Expenses | $1,807,181,938 | PYTotalExpensesAmt |
| CY Total Expenses | $1,833,472,504 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$26,276,275 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $39,494,900 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $630,778,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $660,711,098 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $439,807,846 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $428,493,145 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $190,970,994 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $232,217,953 | 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 | $1,731,541,847 | ExpenseAmt |
| Grant | $22,010 | GrantAmt |
| Revenue | $1,852,314,101 | RevenueAmt |
| Desc | STATEMENT 2 AT SCHEDULE O | Desc |
| Total Program Service Expenses | $1,731,541,847 | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 205 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6435 | 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 |
| 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 (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THERESA BRESTEN | ||||||||||
| COMMUNITY TRUSTEE (TO 12.31.17) | 4.00 | Yes (X) | $20,000 | $0 | $0 | |||||
| PATRICE CLIFFORD | ||||||||||
| COMMUNITY TRUSTEE (TO 12.31.17) | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| HELEN DAJER CNM | ||||||||||
| APC TRUSTEE; ASSOC. NURSE LEADER | 50.00 | Yes (X) | $185,484 | $0 | $21,278 | |||||
| STEVEN FERZOCO MD | ||||||||||
| PHYSICIAN TRUSTEE; CHIEF SURGERY | 50.00 | Yes (X) | $504,830 | $0 | $81,438 | |||||
| JOO Y KIM MD | ||||||||||
| PHY. T'EE; ASSOC CHAIR INTERNAL MED. | 40.00 | Yes (X) | $289,835 | $0 | $117,353 | |||||
| DIANE LECLAIR | ||||||||||
| COMMUNITY TRUSTEE (TO 12.31.17) | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| LAURA Z LEE MD | ||||||||||
| PHYSICIAN TRUSTEE; CHIEF PEDIATRICS | 40.00 | Yes (X) | $245,730 | $0 | $42,280 | |||||
| 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) | $476,435 | $0 | $33,675 | |||||
| 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) | $276,392 | $0 | $100,662 | |||||
| GUY A SPINELLI MD | ||||||||||
| PHY. T'EE; BOARD CHAIR; INTERNIST | 50.00 | Yes (X) | $499,586 | $0 | $67,359 | |||||
| LESLIE TESO-LICHTMAN | ||||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| PATRICK M HOLLAND | ||||||||||
| TREASURER AND CFO | 50.00 | $548,366 | $0 | $149,479 | Yes (X) | |||||
| KIMBERLY L NELSON | ||||||||||
| CLERK; CHIEF LEGAL OFFICER | 50.00 | $361,709 | $0 | $128,586 | Yes (X) | |||||
| STEVEN L STRONGWATER MD | ||||||||||
| PRESIDENT AND CEO | 50.00 | $868,504 | $0 | $344,145 | Yes (X) | |||||
| ELYSE A KAPLAN | ||||||||||
| CHIEF PEOPLE OFFICER | 50.00 | $321,258 | $0 | $78,217 | Yes (X) | |||||
| JOE KIMURA MD | ||||||||||
| CHIEF MEDICAL OFFICER | 50.00 | $415,228 | $0 | $167,634 | Yes (X) | |||||
| RICHARD LOPEZ MD | ||||||||||
| SVP OF POPULATION HEALTH;VNA CMO | 45.00 | $401,219 | $44,579 | $145,782 | Yes (X) | 5.00 | ||||
| DANIEL D MORIARTY | ||||||||||
| CIO | 50.00 | $396,893 | $0 | $146,543 | Yes (X) | |||||
| RACHEL ROSENBLUM MHA | ||||||||||
| COO (EFF. 4.9.2017) | 50.00 | $280,862 | $0 | $87,707 | Yes (X) | |||||
| MARCI SINDELL | ||||||||||
| CHIEF STRATEGY OFF.;SVP EXT. AFFAIRS | 50.00 | $356,292 | $0 | $130,551 | Yes (X) | |||||
| LOUIS A BLEY MD | ||||||||||
| CHIEF ORTHOPEDICS | 50.00 | $965,210 | $0 | $65,001 | Yes (X) | |||||
| RALPH A IANNUZZI MD | ||||||||||
| REGIONAL MEDICAL DIRECTOR | 50.00 | $859,526 | $0 | $42,515 | Yes (X) | |||||
| PETER S KIM MD | ||||||||||
| ORTHOPEDIST | 50.00 | $778,810 | $0 | $56,664 | Yes (X) | |||||
| KAI MITHOEFER MD | ||||||||||
| ORTHOPEDIST | 50.00 | $845,622 | $0 | $33,019 | Yes (X) | |||||
| JAMES E PHILLIPS MD | ||||||||||
| ORTHOPEDIST | 50.00 | $920,320 | $0 | $50,943 | Yes (X) | |||||
| WILLIAM BOYD MD | ||||||||||
| ASSOCIATE CMO; FMR SVP NO. REGION | 50.00 | $382,919 | $0 | $147,815 | Yes (X) | |||||
| DANIEL C BURNES MD | ||||||||||
| DERMATOLOGIST; FMR TRANS. PRES/CEO | 27.80 | $233,403 | $0 | $48,216 | Yes (X) | |||||
| ROBERT CALWAY | ||||||||||
| FMR CLERK; FMR SVP SO. REGION | 0.00 | $111,525 | $0 | $10,696 | Yes (X) | |||||
| MICHAEL K PINNOLIS MD | ||||||||||
| OPHTHALMOLOGIST; FORMER CMO | 36.10 | $272,335 | $0 | $42,800 | Yes (X) | |||||
| LESLIE E SCHWAB MD | ||||||||||
| INTERNIST; FORMER CMO | 25.00 | $149,213 | $0 | $18,867 | Yes (X) | |||||
| LELAND J STACY | ||||||||||
| FORMER TREASURER AND CFO | 0.00 | $399,343 | $0 | $27,301 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $12,426,849 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $44,579 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,386,526 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1366 | 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 | $3,641,520 |
| ASSOCIATED REG & UNIVERSITY PATHOLOGIST | |||||
| PO BOX 27964 | SALT LAKE CITY | UT | 84127 | PATHOLOGY SERVICES | $1,517,612 |
| QUEST DIAGNOSTICS | |||||
| 5763 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | LABORATORY SERVICES | $1,475,495 |
| AP STAFFING | |||||
| 133 FEDERAL STREET | BOSTON | MA | 02110 | STAFFING SERVICES | $1,436,565 |
| COMMONWEALTH RADIOLOGY ASSOCIATES | |||||
| 1342 BELMONT STREET | BROCKTON | MA | 02301 | RADIOLOGY SERVICES | $1,028,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 46 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $21,943 | RelatedOrganizationsAmt |
| Total Contributions | $21,943 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CAPITATION FEES | 621110 | $1,319,819,955 | $1,319,819,955 | |
| FEE FOR SERVICE | 621110 | $426,924,058 | $426,801,752 | $122,306 |
| MEDICARE/MEDICAID | 621110 | $83,423,836 | $83,423,836 | |
| OTHER | 621110 | $22,268,558 | $22,268,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,852,436,407 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,637,933 | TotalRevenueColumnAmt |
| Exclusion | $17,637,933 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,233,233 | 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 | $3,233,233 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,233,233 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $92,300 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,140,933 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,353,175 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,494,751 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,141,576 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,141,576 | TotalRevenueColumnAmt |
| Exclusion | -$1,141,576 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBPART F - FORMS 5471 | Desc |
| Business | 524298 | BusinessCd |
| Total Revenue Column | $779,464 | TotalRevenueColumnAmt |
| Exclusion | $779,464 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $779,464 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,872,967,404 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,852,314,101 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $214,606 | UnrelatedBusinessRevenueAmt |
| Exclusion | $20,416,754 | 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 | $22,010 | TotalAmt |
| Program Services | $22,010 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,611,944 | TotalAmt |
| Program Services | $9,686,458 | ProgramServicesAmt |
| Management And General | $3,925,486 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,290,789 | TotalAmt |
| Program Services | $434,294,956 | ProgramServicesAmt |
| Management And General | $53,995,833 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,654,975 | TotalAmt |
| Program Services | $29,782,870 | ProgramServicesAmt |
| Management And General | $3,872,105 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,618,241 | TotalAmt |
| Program Services | $55,597,410 | ProgramServicesAmt |
| Management And General | $8,020,831 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,416,796 | TotalAmt |
| Program Services | $27,802,200 | ProgramServicesAmt |
| Management And General | $3,614,596 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $828,177 | TotalAmt |
| Program Services | $93,221 | ProgramServicesAmt |
| Management And General | $734,956 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,836 | TotalAmt |
| Management And General | $293,836 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,000 | TotalAmt |
| Program Services | $53,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,985,782 | TotalAmt |
| Program Services | $751,416,366 | ProgramServicesAmt |
| Management And General | $3,569,416 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,020,443 | TotalAmt |
| Program Services | $15,347 | ProgramServicesAmt |
| Management And General | $1,005,096 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,454,564 | TotalAmt |
| Program Services | $16,643,553 | ProgramServicesAmt |
| Management And General | $3,811,011 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,685,205 | TotalAmt |
| Program Services | $721,044 | ProgramServicesAmt |
| Management And General | $14,964,161 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,082,549 | TotalAmt |
| Program Services | $45,487,520 | ProgramServicesAmt |
| Management And General | $3,595,029 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,323 | TotalAmt |
| Program Services | $238,998 | ProgramServicesAmt |
| Management And General | $135,325 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,344 | TotalAmt |
| Program Services | $83,158 | ProgramServicesAmt |
| Management And General | $85,186 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,958,283 | TotalAmt |
| Program Services | $26,765,481 | ProgramServicesAmt |
| Management And General | $192,802 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,170,009 | TotalAmt |
| Program Services | $12,072,759 | ProgramServicesAmt |
| Management And General | $97,250 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PHARMACY EXPENSE | $285,558,802 | $285,551,445 | $7,357 |
| MEDICAL SUPPLIES | $29,684,219 | $29,673,838 | $10,381 |
| BAD DEBT AND COLLECTION | $5,540,213 | $5,540,213 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,833,472,504 | TotalAmt |
| Program Services | $1,731,541,847 | ProgramServicesAmt |
| Management And General | $101,930,657 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,383 | BOYAmt |
| EOY | $89,830 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,849,458 | BOYAmt |
| EOY | $153,584,592 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,685,304 | BOYAmt |
| EOY | $75,362,885 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,962 | BOYAmt |
| EOY | $61,193 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,665,315 | BOYAmt |
| EOY | $12,836,542 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,255,927 | BOYAmt |
| EOY | $77,769,455 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $576,976,035 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $332,358,584 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,874,230 | BOYAmt |
| EOY | $244,617,451 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,641,695 | BOYAmt |
| EOY | $92,272,091 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,184,286 | BOYAmt |
| EOY | $2,037,736 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,233,280 | BOYAmt |
| EOY | $2,079,323 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,778,840 | BOYAmt |
| EOY | $660,711,098 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,956,570 | BOYAmt |
| EOY | $263,375,130 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,162,661 | BOYAmt |
| EOY | $4,146,495 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,293,573 | BOYAmt |
| EOY | $91,697,620 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,083,000 | BOYAmt |
| EOY | $68,795,836 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,042 | BOYAmt |
| EOY | $478,064 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,807,846 | BOYAmt |
| EOY | $428,493,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,970,994 | BOYAmt |
| EOY | $232,217,953 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,970,994 | BOYAmt |
| EOY | $232,217,953 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,778,840 | BOYAmt |
| EOY | $660,711,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $39,494,900 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,776,083 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$24,024 | 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 | $42,475 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,510 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,943 | CurrentTaxYearAmt |
| Total | $123,278 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,273,889,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,452,199,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,558,108,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,769,305,751 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,852,314,101 | CurrentTaxYearAmt |
| Total | $7,905,817,090 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,273,932,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,452,236,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,558,122,612 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,769,313,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,852,336,044 | CurrentTaxYearAmt |
| Total | $7,905,940,368 | 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 | $7,905,940,368 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,551,933 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,453,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,690,117 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,278,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,650,630 | CurrentTaxYearAmt |
| Total | $71,624,185 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $44,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,348 | CurrentTaxYearMinus1YearAmt |
| Total | $64,013 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,551,933 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,453,249 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,734,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,297,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,650,630 | CurrentTaxYearAmt |
| Total | $71,688,198 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,285,484,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,463,689,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,574,857,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,779,610,872 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,873,986,674 | CurrentTaxYearAmt |
| Total | $7,977,628,566 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99100 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99150 | PublicSupportPY509Pct |
| Investment Income CY | 0.00900 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00850 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
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 | $54,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $85,000 | 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 720,000 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 ISSUES 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 | $255,190,483 | OtherCostOrOtherBasisAmt |
| Depreciation | $97,307,395 | DepreciationAmt |
| Book Value | $157,883,088 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,232,591 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,224,728 | DepreciationAmt |
| Book Value | $19,007,863 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $199,873,632 | OtherCostOrOtherBasisAmt |
| Depreciation | $172,826,461 | DepreciationAmt |
| Book Value | $27,047,171 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,531,735 | OtherCostOrOtherBasisAmt |
| Book Value | $2,531,735 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $244,617,451 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $231,224 |
| DUE TO AFFILIATES | $246,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $478,064 | 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 | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 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 | $177,422 | $0 | $6,581 | $0 | $1,481 | $0 | $17,368 | $0 | $3,910 | $0 | $206,762 | $0 | $965 | $0 |
| STEVEN FERZOCO MD | ||||||||||||||
| PHYSICIAN TRUSTEE; CHIEF SURGERY | $503,588 | $0 | $0 | $0 | $1,242 | $0 | $31,480 | $0 | $49,958 | $0 | $586,268 | $0 | $0 | $0 |
| JOO Y KIM MD | ||||||||||||||
| PHY. T'EE; ASSOC CHAIR INTERNAL MED. | $274,421 | $0 | $0 | $0 | $15,414 | $0 | $63,684 | $0 | $53,669 | $0 | $407,188 | $0 | $0 | $0 |
| LAURA Z LEE MD | ||||||||||||||
| PHYSICIAN TRUSTEE; CHIEF PEDIATRICS | $237,625 | $0 | $0 | $0 | $8,105 | $0 | $40,643 | $0 | $1,637 | $0 | $288,010 | $0 | $6,863 | $0 |
| SCOTT R PERMAN MD | ||||||||||||||
| PHYSICIAN TRUSTEE; INTERNIST | $456,215 | $0 | $0 | $0 | $20,220 | $0 | $27,000 | $0 | $6,675 | $0 | $510,110 | $0 | $0 | $0 |
| ELIZA P SHULMAN DO MPH | ||||||||||||||
| PHY. T'EE; SR. CHIEF INNOVATION ENG. | $270,657 | $0 | $1,575 | $0 | $4,160 | $0 | $45,923 | $0 | $54,739 | $0 | $377,054 | $0 | $0 | $0 |
| GUY A SPINELLI MD | ||||||||||||||
| PHY. T'EE; BOARD CHAIR; INTERNIST | $471,908 | $0 | $1,500 | $0 | $26,178 | $0 | $27,000 | $0 | $40,359 | $0 | $566,945 | $0 | $0 | $0 |
| PATRICK M HOLLAND | ||||||||||||||
| TREASURER AND CFO | $546,044 | $0 | $0 | $0 | $2,322 | $0 | $122,371 | $0 | $27,108 | $0 | $697,845 | $0 | $0 | $0 |
| KIMBERLY L NELSON | ||||||||||||||
| CLERK; CHIEF LEGAL OFFICER | $339,614 | $0 | $0 | $0 | $22,095 | $0 | $114,511 | $0 | $14,075 | $0 | $490,295 | $0 | $17,121 | $0 |
| STEVEN L STRONGWATER MD | ||||||||||||||
| PRESIDENT AND CEO | $834,201 | $0 | $0 | $0 | $34,303 | $0 | $316,403 | $0 | $27,742 | $0 | $1,212,649 | $0 | $12,739 | $0 |
| ELYSE A KAPLAN | ||||||||||||||
| CHIEF PEOPLE OFFICER | $314,400 | $0 | $0 | $0 | $6,858 | $0 | $73,700 | $0 | $4,517 | $0 | $399,475 | $0 | $0 | $0 |
| JOE KIMURA MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $381,672 | $0 | $0 | $0 | $33,556 | $0 | $141,628 | $0 | $26,006 | $0 | $582,862 | $0 | $0 | $0 |
| RICHARD LOPEZ MD | ||||||||||||||
| SVP OF POPULATION HEALTH;VNA CMO | $381,010 | $42,334 | $0 | $0 | $20,209 | $2,245 | $119,840 | $13,316 | $11,363 | $1,263 | $532,422 | $59,158 | $17,001 | $1,889 |
| DANIEL D MORIARTY | ||||||||||||||
| CIO | $373,397 | $0 | $0 | $0 | $23,496 | $0 | $123,364 | $0 | $23,179 | $0 | $543,436 | $0 | $18,522 | $0 |
| RACHEL ROSENBLUM MHA | ||||||||||||||
| COO (EFF. 4.9.2017) | $279,201 | $0 | $0 | $0 | $1,661 | $0 | $78,446 | $0 | $9,261 | $0 | $368,569 | $0 | $0 | $0 |
| MARCI SINDELL | ||||||||||||||
| CHIEF STRATEGY OFF.;SVP EXT. AFFAIRS | $331,414 | $0 | $0 | $0 | $24,878 | $0 | $102,850 | $0 | $27,701 | $0 | $486,843 | $0 | $3,146 | $0 |
| LOUIS A BLEY MD | ||||||||||||||
| CHIEF ORTHOPEDICS | $962,990 | $0 | $0 | $0 | $2,220 | $0 | $31,020 | $0 | $33,981 | $0 | $1,030,211 | $0 | $0 | $0 |
| RALPH A IANNUZZI MD | ||||||||||||||
| REGIONAL MEDICAL DIRECTOR | $836,552 | $0 | $0 | $0 | $22,974 | $0 | $41,100 | $0 | $1,415 | $0 | $902,041 | $0 | $0 | $0 |
| PETER S KIM MD | ||||||||||||||
| ORTHOPEDIST | $778,270 | $0 | $0 | $0 | $540 | $0 | $27,000 | $0 | $29,664 | $0 | $835,474 | $0 | $0 | $0 |
| KAI MITHOEFER MD | ||||||||||||||
| ORTHOPEDIST | $824,970 | $0 | $0 | $0 | $20,652 | $0 | $27,000 | $0 | $6,019 | $0 | $878,641 | $0 | $0 | $0 |
| JAMES E PHILLIPS MD | ||||||||||||||
| ORTHOPEDIST | $898,168 | $0 | $1,500 | $0 | $20,652 | $0 | $24,300 | $0 | $26,643 | $0 | $971,263 | $0 | $0 | $0 |
| WILLIAM BOYD MD | ||||||||||||||
| ASSOCIATE CMO; FMR SVP NO. REGION | $364,087 | $0 | $0 | $0 | $18,832 | $0 | $118,978 | $0 | $28,837 | $0 | $530,734 | $0 | $16,612 | $0 |
| DANIEL C BURNES MD | ||||||||||||||
| DERMATOLOGIST; FMR TRANS. PRES/CEO | $226,358 | $0 | $0 | $0 | $7,045 | $0 | $23,689 | $0 | $24,527 | $0 | $281,619 | $0 | $0 | $0 |
| ROBERT CALWAY | ||||||||||||||
| FMR CLERK; FMR SVP SO. REGION | $0 | $0 | $0 | $0 | $111,525 | $0 | $0 | $0 | $10,696 | $0 | $122,221 | $0 | $111,525 | $0 |
| MICHAEL K PINNOLIS MD | ||||||||||||||
| OPHTHALMOLOGIST; FORMER CMO | $264,763 | $0 | $0 | $0 | $7,572 | $0 | $20,581 | $0 | $22,219 | $0 | $315,135 | $0 | $0 | $0 |
| LESLIE E SCHWAB MD | ||||||||||||||
| INTERNIST; FORMER CMO | $142,860 | $0 | $0 | $0 | $6,353 | $0 | $14,607 | $0 | $4,260 | $0 | $168,080 | $0 | $0 | $0 |
| LELAND J STACY | ||||||||||||||
| FORMER TREASURER AND CFO | $9,312 | $0 | $0 | $0 | $390,031 | $0 | $618 | $0 | $26,683 | $0 | $426,644 | $0 | $386,250 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | SCHEDULE J, QUESTION 4A - INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A WHO RECEIVED SEVERANCE PAYMENTS IN 2017 ROBERT CALWAY - $ 113,884 PAID IN 2017; $0 UNPAID AT 12.31.17 LELAND J. STACY - $ 386,250 PAID IN 2017; $ 15,450 UNPAID AT 12.31.17 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; DANIEL BURNES; STEVEN FERZOCO; RALPH IANNUZZI; YOO KIM; PETER KIM; JOSEPH KIMURA; LAURA LEE; RICHARD LOPEZ; KAI MITHOEFER; SCOTT PERMAN; JAMES PHILLIPS; MICHAEL PINNOLIS; LESLIE SCHWAB; ELIZA SHULMAN; GUY SPINELLI; STEVEN STRONGWATER | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| A | 043431814 | 57586CCZ6 | 2014-04-22 | $29,980,000 | FINANCE ACQUISITION OF 4 PRACTICE FACILITIES | 0 | 0 | 0 |
| MASSACHUSETTS DEVELOPMENT FINANCE AGENCY | ||||||||
| B | 043431814 | 2012-04-25 | $86,095,000 | REFINANCE CAPITAL COSTS (NOTE 1) | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $5,802,380 | $29,980,000 | $29,980,000 | 2004 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $18,575,000 | $86,095,000 | $68,256,651 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | $568,546 | $17,269,803 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0.03000 | 0.03000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
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 2012 ISSUE REFINANCED THE 2007 ISSUE. THE PROCEEDS OF THE 2012 ISSUE WERE USED TO: RETIRE THE 2007 ISSUE - $68,256,651; PAY ISSUANCE COSTS - $568,546; AND PAY THE SWAP TERMINATION CHARGES - $17,269,803 (PART II, LINE 11 - OTHER SPENT PROCEEDS). | 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 2017 THE ORGANIZATION PROVIDED MEDICAL, PREVENTATIVE AND OTHER CLINICAL SERVICES TO ITS APPROXIMATELY 608,000 PATIENTS THROUGH 2,371,031 PATIENT VISITS (INCLUDING 144,097 MEDICAID VISITS AND 531,752 MEDICARE VISITS). THE ORGANIZATION PARTICIPATED IN EDUCATIONAL AND TRAINING PROGRAMS FOR THE NEXT GENERATION OF CLINICIANS, INCLUDING RESIDENTS, FELLOWS, MEDICAL STUDENTS, NURSING STUDENTS, PA STUDENTS, PHARMACY STUDENTS AND PT STUDENTS FROM HARVARD MEDICAL SCHOOL, TUFTS MEDICAL SCHOOL, COLLEGE OF PHARMACY AND OTHER PROGRAMS. SUCH PROGRAMS INCLUDED 300 CLINICIAN TEACHERS, TEACHING 346 STUDENTS AND ANOTHER 35 STUDENTS PARTICIPATING IN A SHADOWING ROTATION. THE ORGANIZATION CONDUCTED CLINICAL RESEARCH LARGELY AIMED AT IMPROVING THE WAY IN WHICH CARE IS DELIVERED. |
| FORM 990, PART VI, SECTION A, LINE 4 | IN 2017 THE ATRIUS HEALTH BYLAWS ("BYLAWS") WERE AMENDED TO INCLUDE THE FOLLOWING CHANGES: (I) ONE OF THE PHYSICIAN TRUSTEE SEATS WAS TRANSITIONED TO AN ADVANCED PRACTICE CLINICIAN TRUSTEE; AND (II) A NEW SECTION WAS ADDED TO FORMALLY STATE THAT THE ATRIUS HEALTH BOARD ALSO SERVES AS THE ATRIUS HEALTH ACCOUNTABLE CARE ORGANIZATION BOARD OF TRUSTEES AS APPROPRIATE. |
| 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, WHICH INCORPORATES THE IRS CONFLICT OF INTEREST RECOMMENDATIONS.. THE RESPONSES ARE REVIEWED BY THE CHIEF LEGAL OFFICER. IN THE EVENT A CONFLICT IS DISCLOSED THE CHIEF LEGAL OFFICER REVIEWS SUCH CONFLICT WITH THE CHAIR OF THE GOVERNANCE COMMITTEE. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, ANY SUCH DISCLOSURE THAT MEETS THE DEFINITION OF A POTENTIAL CONFLICT IS REVIEWED BY THE BOARD OF TRUSTEES AND ADDRESSED AS DIRECTED BY 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 CONFLICT 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 ALL OFFICERS AND KEY EMPLOYEES 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 KEY EMPLOYEES. THE KEY CRITERIA FOR OFFICERS, KEY 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 KEY 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 736,265,548. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 736,265,548. OTHER SERVICES: PROGRAM SERVICE EXPENSES 15,150,818. MANAGEMENT AND GENERAL EXPENSES 3,569,416. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,720,234. |
| FORM 990, PART XI, LINE 9: | CHANGE IN INTEREST IN AFFILIATE -24,024. |
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 STREET 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 | ||||||||||
| 500 RUTHERFORD AVENUE | CHARLESTOWN | MA | 02129 | 042105800 | HOME HEALTH CARE | MA | 501 (C)(3) | LINE 11 | VISITING NURSE ASSN OF BOSTON FOUNDATION INC | Yes (1) |
| VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION INC | ||||||||||
| 500 RUTHERFORD AVENUE | CHARLESTOWN | MA | 02129 | 042880614 | FUNDRAISING | MA | 501 (C)(3) | LINE 7 | VNA CARE NETWORK FOUNDATION INC | Yes (1) |
| VISITING NURSE ASSOCIATION OF BOSTON MANAGMENT RESOURCES INC | ||||||||||
| 500 RUTHERFORD AVENUE | CHARLESTOWN | MA | 02129 | 042880108 | MANAGEMENT SERVICES | MA | 501 (C)(3) | LINE 11 | VISITING NURSE ASSN OF BOSTON FOUNDATION INC | Yes (1) |
| VNA CARE HOSPICE INC | ||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 043217872 | HOSPICE CARE | MA | 501 (C)(3) | LINE 11 | 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 11 | ATRIUS HEALTH INC | Yes (1) |
| VNA CARE NETWORK INC | ||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 042103825 | HOME HEALTH CARE | MA | 501 (C)(3) | LINE 11 | 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 11 | 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 11 | VNA CARE NETWORK FOUNDATION INC | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOME STAFF LLC | |||||||||||||
| 40 MILLBROOK STREET | WORCESTER | MA | 01606 | 421757904 | HOME CARE (INTEREST SOLD 2.1.17) | MA | N/A | ||||||
| DEDHAM MEDICAL URGENT CARE CTR AFFILIATED WITH BID MED CTR LLC | |||||||||||||
| 1177 PROVIDENCE HWY | NORWOOD | MA | 02062 | 463745783 | URGENT HEALTH CARE SERVICES (CEASED OPERATIONS IN 2017) | MA | ATRIUS HEALTH INC | RELATED | -$156,207 | 0 | Yes (1) | 0.65000 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VNA PRIVATE CARE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 GRANITE STREET UNIT 1104 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201916670 | EIN |
| Primary Activities | PRIVATE DUTY HOME CARE (DISSOLVED EFFECTIVE 12.31.17) | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VNA CARE NETWORK FOUNDATION INC | ||
| K | $86,828 | COST |
| VNA CARE NETWORK FOUNDATION INC | ||
| L | $826,750 | COST |
| VNA CARE NETWORK INC | ||
| M | $1,114,527 | COST |
| VISITING NURSE ASSOCIATION OF BOSTON INC | ||
| M | $215,255 | COST |