ATRIUS HEALTH INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ATRIUS HEALTH INC (EIN 04-3397450)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201743189349305159
- Schema version
- 2016v3.0
- 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 I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T11:55:53-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-08 | 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 | 96.86.101.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-08 | IPDt |
| IP Tm | 08:42:28 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 740422934F62E9BE416042B99E120C1CA73D1CB0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 740422934F62E9BE416042B99E120C1CA73D1CB0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $1,851,794,322 | 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 | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 6433 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $1,148,411 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $605,785 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,510 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,517 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,558,247,089 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,769,432,593 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,029,992 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,015,582 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,742,640 | PYOtherRevenueAmt |
| CY Other Revenue | $7,449,971 | CYOtherRevenueAmt |
| PY Total Revenue | $1,577,034,231 | PYTotalRevenueAmt |
| CY Total Revenue | $1,780,905,663 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,328 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $563,999,293 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $618,010,062 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,041,512,285 | PYOtherExpensesAmt |
| CY Other Expenses | $1,189,125,548 | CYOtherExpensesAmt |
| PY Total Expenses | $1,605,511,578 | PYTotalExpensesAmt |
| CY Total Expenses | $1,807,181,938 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$28,477,347 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$26,276,275 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $656,376,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $630,778,840 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $435,418,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $439,807,846 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $220,958,667 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $190,970,994 | 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 | $1,705,344,178 | ExpenseAmt |
| Grant | $46,328 | GrantAmt |
| Revenue | $1,769,305,751 | RevenueAmt |
| Desc | STATEMENT 2 AT SCHEDULE O | Desc |
| Total Program Service Expenses | $1,705,344,178 | 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 | Yes (1) | 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 | 236 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6433 | 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 | 16 | 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 (35 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| NEIL J BERMAN MD | ||||||||||
| PHY. T'EE THRU 2016;CHIEF CARDIOLOGY | 50.00 | Yes (X) | $412,753 | $0 | $67,327 | |||||
| THERESA BRESTEN | ||||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| PATRICE CLIFFORD | ||||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| HELEN DAJER CNM | ||||||||||
| APC TRUSTEE; ASSOC. NURSE LEADER | 50.00 | Yes (X) | $188,584 | $0 | $18,626 | |||||
| STEVEN FERZOCO MD | ||||||||||
| PHYSICIAN TRUSTEE; CHIEF SURGERY | 50.00 | Yes (X) | $598,917 | $0 | $74,111 | |||||
| RALPH A IANNUZZI MD | ||||||||||
| PHY. T'EE THRU 2016;REG. MED. DIR. | 50.00 | Yes (X) | $881,727 | $0 | $25,241 | |||||
| HIKARU ISIHARA MD | ||||||||||
| PHY. T'EE THRU 2016;INTERNIST | 37.50 | Yes (X) | $257,767 | $0 | $109,155 | |||||
| DIANE LECLAIR | ||||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| LAURA Z LEE MD | ||||||||||
| PHYSICIAN TRUSTEE; CHIEF PEDIATRICS | 40.00 | Yes (X) | $286,203 | $0 | $41,610 | |||||
| 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) | $414,893 | $0 | $32,905 | |||||
| VINOD SAHNEY PHD | ||||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| GUY A SPINELLI MD | ||||||||||
| PHY. T'EE; BOARD CHAIR; INTERNIST | 50.00 | Yes (X) | $572,787 | $0 | $64,852 | |||||
| MARK STOCKMAN MD | ||||||||||
| PHY. T'EE THRU 2016; CARDIOLOGIST | 50.00 | Yes (X) | $397,429 | $0 | $65,770 | |||||
| LESLIE TESO-LICHTMAN | ||||||||||
| COMMUNITY TRUSTEE | 4.00 | Yes (X) | $10,000 | $0 | $0 | |||||
| PATRICK M HOLLAND | ||||||||||
| TREASURER AND CFO EFF. 10.24.16 | 50.00 | $84,517 | $0 | $3,023 | Yes (X) | |||||
| KIMBERLY L NELSON | ||||||||||
| CLERK; CHIEF LEGAL OFFICER | 50.00 | $355,511 | $0 | $64,638 | Yes (X) | |||||
| LELAND J STACY | ||||||||||
| TREASURER AND CFO TO 10.24.16 | 50.00 | $462,763 | $0 | $450,666 | Yes (X) | |||||
| STEVEN L STRONGWATER MD | ||||||||||
| PRESIDENT AND CEO | 50.00 | $1,036,347 | $0 | $128,725 | Yes (X) | |||||
| WILLIAM BOYD MD | ||||||||||
| SVP NORTHERN REGION | 50.00 | $371,213 | $0 | $87,417 | Yes (X) | |||||
| ROBERT CALWAY | ||||||||||
| SVP SOUTH-WEST REGION TO 10.31.16 | 50.00 | $238,222 | $0 | $252,955 | Yes (X) | |||||
| JOE KIMURA MD | ||||||||||
| CHIEF MEDICAL OFFICER | 50.00 | $414,351 | $0 | $76,946 | Yes (X) | |||||
| STEVEN LAMPERT MD | ||||||||||
| CHIEF CLINICAL OFFICER TO 10.15.16 | 50.00 | $387,021 | $0 | $37,469 | Yes (X) | |||||
| RICHARD LOPEZ MD | ||||||||||
| SVP OF POPULATION HEALTH; VNA CMO | 45.00 | $401,302 | $44,590 | $75,945 | Yes (X) | 5.00 | ||||
| DANIEL D MORIARTY | ||||||||||
| CIO | 50.00 | $385,311 | $0 | $86,009 | Yes (X) | |||||
| MARCI SINDELL | ||||||||||
| CHIEF STRATEGY OFF.;SVP EXT. AFFAIRS | 50.00 | $340,794 | $0 | $59,309 | Yes (X) | |||||
| LOUIS A BLEY MD | ||||||||||
| CHIEF ORTHOPEDICS | 50.00 | $914,573 | $0 | $56,330 | Yes (X) | |||||
| DANIEL MISHKIN MD | ||||||||||
| CHIEF GASTROENTEROLOGY | 44.00 | $770,739 | $0 | $61,185 | Yes (X) | |||||
| KAI MITHOEFER MD | ||||||||||
| ORTHOPEDIST | 50.00 | $842,235 | $0 | $30,102 | Yes (X) | |||||
| JAMES E PHILLIPS MD | ||||||||||
| ORTHOPEDIST | 50.00 | $880,974 | $0 | $48,538 | Yes (X) | |||||
| STEVEN SHIELDS MD | ||||||||||
| GASTROENTEROLOGIST | 50.00 | $910,502 | $0 | $55,136 | Yes (X) | |||||
| DANIEL C BURNES MD | ||||||||||
| FMR TRANS. PRES/CEO; DERMATOLOGIST | 27.80 | $329,195 | $0 | $51,107 | Yes (X) | |||||
| KATHLEEN T GARDNER | ||||||||||
| FMR CHIEF ADM. OFFICER | 50.00 | $284,307 | $0 | $38,975 | Yes (X) | |||||
| LESLIE E SCHWAB MD | ||||||||||
| FORMER CMO; INTERNIST | 25.00 | $138,450 | $0 | $17,715 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $13,629,387 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $44,590 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,181,787 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1299 | 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 | $2,952,352 |
| QUEST DIAGNOSTICS | |||||
| 5763 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | LABORATORY SERVICES | $1,656,866 |
| ASSOCIATED REG & UNIVERSITY PATHOLOGIST | |||||
| PO BOX 27964 | SALT LAKE CITY | UT | 84127 | PATHOLOGY SERVICES | $1,619,730 |
| GOODMAN FACTORS | |||||
| PO BOX 29647 | DALLAS | TX | 75229 | STAFFING SERVICES | $1,436,565 |
| COMMONWEALTH RADIOLOGY ASSOCIATES | |||||
| 1342 BELMONT STREET | BROCKTON | MA | 02301 | RADIOLOGY SERVICES | $1,217,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 44 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $7,517 | RelatedOrganizationsAmt |
| Total Contributions | $7,517 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CAPITATION FEES | 621110 | $1,279,305,739 | $1,279,305,739 | |
| FEE FOR SERVICE | 621110 | $399,185,195 | $399,058,353 | $126,842 |
| MEDICARE/MEDICAID | 621110 | $71,313,520 | $71,313,520 | |
| OTHER | 621110 | $19,628,139 | $19,628,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,769,432,593 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,735,795 | TotalRevenueColumnAmt |
| Exclusion | $2,735,795 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,929,733 | 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 | $2,929,733 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,929,733 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $97,071 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,832,662 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,504,663 | SecuritiesAmt |
| Other | $1,663,783 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,405,518 | SecuritiesAmt |
| Other | $483,141 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,145 | SecuritiesAmt |
| Other | $1,180,642 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,279,787 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $998,984 | UnrelatedBusinessRevenueAmt |
| Exclusion | $280,803 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SUBPART F - FORMS 5471 | 524298 | $4,612,728 | $4,612,728 | |
| PASS-THRU FROM PARTNERSHIP | 531390 | $19,348 | $19,348 | |
| PASS-THRU FROM PARTNERSHIP | 531120 | -$111,838 | -$18,004 | -$93,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,520,238 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,780,905,663 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,769,305,751 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,148,411 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,443,984 | 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 | $46,328 | TotalAmt |
| Program Services | $46,328 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,990,993 | TotalAmt |
| Program Services | $12,401,268 | ProgramServicesAmt |
| Management And General | $2,589,725 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,626,528 | TotalAmt |
| Program Services | $425,607,725 | ProgramServicesAmt |
| Management And General | $53,018,803 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,426,207 | TotalAmt |
| Program Services | $27,887,708 | ProgramServicesAmt |
| Management And General | $3,538,499 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,742,058 | TotalAmt |
| Program Services | $53,982,663 | ProgramServicesAmt |
| Management And General | $8,759,395 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,224,276 | TotalAmt |
| Program Services | $26,821,111 | ProgramServicesAmt |
| Management And General | $3,403,165 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,926 | TotalAmt |
| Program Services | $85,162 | ProgramServicesAmt |
| Management And General | $808,764 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,606 | TotalAmt |
| Management And General | $462,606 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,000 | TotalAmt |
| Program Services | $60,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,809,009 | TotalAmt |
| Program Services | $737,680,925 | ProgramServicesAmt |
| Management And General | $3,128,084 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,229,158 | TotalAmt |
| Program Services | $39,520 | ProgramServicesAmt |
| Management And General | $1,189,638 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,919,305 | TotalAmt |
| Program Services | $19,269,295 | ProgramServicesAmt |
| Management And General | $4,650,010 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,764,294 | TotalAmt |
| Program Services | $480,758 | ProgramServicesAmt |
| Management And General | $15,283,536 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,371,528 | TotalAmt |
| Program Services | $46,568,174 | ProgramServicesAmt |
| Management And General | $3,803,354 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867,683 | TotalAmt |
| Program Services | $386,653 | ProgramServicesAmt |
| Management And General | $481,030 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,501 | TotalAmt |
| Program Services | $217,306 | ProgramServicesAmt |
| Management And General | $129,195 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,363,914 | TotalAmt |
| Program Services | $27,204,279 | ProgramServicesAmt |
| Management And General | $159,635 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,034,589 | TotalAmt |
| Program Services | $11,944,893 | ProgramServicesAmt |
| Management And General | $89,696 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PHARMACY EXPENSE | $274,112,732 | $274,105,858 | $6,874 |
| MEDICAL SUPPLIES | $34,629,626 | $34,625,875 | $3,751 |
| BAD DEBT AND COLLECTION | $5,928,677 | $5,928,677 | |
| INCOME TAX EXPENSE | $332,000 | $332,000 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,807,181,938 | TotalAmt |
| Program Services | $1,705,344,178 | ProgramServicesAmt |
| Management And General | $101,837,760 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,700 | BOYAmt |
| EOY | $83,383 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,662,638 | BOYAmt |
| EOY | $74,849,458 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,892,250 | BOYAmt |
| EOY | $66,685,304 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,732 | BOYAmt |
| EOY | $305,962 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,620,729 | BOYAmt |
| EOY | $14,665,315 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,644,776 | BOYAmt |
| EOY | $83,255,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $568,581,563 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $305,707,333 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,990,789 | BOYAmt |
| EOY | $262,874,230 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,191,348 | BOYAmt |
| EOY | $124,641,695 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,306 | BOYAmt |
| EOY | $1,184,286 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,438,725 | BOYAmt |
| EOY | $2,233,280 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,376,993 | BOYAmt |
| EOY | $630,778,840 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,042,780 | BOYAmt |
| EOY | $267,956,570 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,491,705 | BOYAmt |
| EOY | $4,162,661 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,689,525 | BOYAmt |
| EOY | $97,293,573 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,805,288 | BOYAmt |
| EOY | $70,083,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,028 | BOYAmt |
| EOY | $312,042 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,418,326 | BOYAmt |
| EOY | $439,807,846 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,958,667 | BOYAmt |
| EOY | $190,970,994 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,958,667 | BOYAmt |
| EOY | $190,970,994 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,376,993 | BOYAmt |
| EOY | $630,778,840 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$26,276,275 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $910,543 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,621,941 | 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 | $44,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,475 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,517 | CurrentTaxYearAmt |
| Total | $145,603 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,295,369,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,273,889,842 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,452,199,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,558,108,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,769,305,751 | CurrentTaxYearAmt |
| Total | $7,348,872,171 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,295,413,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,273,932,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,452,236,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,558,122,612 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,769,313,268 | CurrentTaxYearAmt |
| Total | $7,349,017,774 | 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 | $7,349,017,774 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,083,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,551,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,453,249 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,690,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,278,256 | CurrentTaxYearAmt |
| Total | $63,057,246 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $44,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,348 | CurrentTaxYearAmt |
| Total | $64,013 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,083,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,551,933 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,453,249 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,734,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,297,604 | CurrentTaxYearAmt |
| Total | $63,121,259 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,308,497,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,285,484,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,463,689,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,574,857,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,779,610,872 | CurrentTaxYearAmt |
| Total | $7,412,139,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99150 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99070 | PublicSupportPY509Pct |
| Investment Income CY | 0.00850 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00930 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $32,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $60,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $92,000 | 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 HEALTHCARE ORGANIZATION THAT DELIVERS A SYSTEM OF CONNECTED CARE TO 740,000 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 FOR A NUMBER OF ISSUES ON BEHALF OF OUR CLINICIANS, STAFF, AND PATIENTS THAT WILL 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 | $254,049,045 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,774,459 | DepreciationAmt |
| Book Value | $167,274,586 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,170,915 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,819,301 | DepreciationAmt |
| Book Value | $19,351,614 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $194,003,345 | OtherCostOrOtherBasisAmt |
| Depreciation | $160,113,573 | DepreciationAmt |
| Book Value | $33,889,772 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,210,664 | OtherCostOrOtherBasisAmt |
| Book Value | $4,210,664 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $262,874,230 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATION | Desc |
| Amt | $312,042 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $312,042 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASACHUSETTS EYE AND EAR INFIRMARY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 243 CHARLES ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 042103591 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $6,000 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | 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 U.S. ALL GRANTS ARE MADE TO WELL KNOWN LOCAL 501(C)(3) ORGANIZATIONS. THE ORGANIZATION VERIFIES 501(C)(3) STATUS AND CORRESPONDENCE PROVDED 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEIL J BERMAN MD | ||||||||||||||
| PHY. T'EE THRU 2016;CHIEF CARDIOLOGY | $375,145 | $0 | $12,750 | $0 | $24,858 | $0 | $26,500 | $0 | $40,827 | $0 | $480,080 | $0 | $0 | $0 |
| HELEN DAJER CNM | ||||||||||||||
| APC TRUSTEE; ASSOC. NURSE LEADER | $182,738 | $0 | $4,365 | $0 | $1,481 | $0 | $14,773 | $0 | $3,853 | $0 | $207,210 | $0 | $4,365 | $0 |
| STEVEN FERZOCO MD | ||||||||||||||
| PHYSICIAN TRUSTEE; CHIEF SURGERY | $477,723 | $0 | $120,000 | $0 | $1,194 | $0 | $26,500 | $0 | $47,611 | $0 | $673,028 | $0 | $0 | $0 |
| RALPH A IANNUZZI MD | ||||||||||||||
| PHY. T'EE THRU 2016;REG. MED. DIR. | $859,258 | $0 | $0 | $0 | $22,469 | $0 | $23,850 | $0 | $1,391 | $0 | $906,968 | $0 | $0 | $0 |
| HIKARU ISIHARA MD | ||||||||||||||
| PHY. T'EE THRU 2016;INTERNIST | $236,092 | $0 | $0 | $0 | $21,675 | $0 | $61,249 | $0 | $47,906 | $0 | $366,922 | $0 | $0 | $0 |
| LAURA Z LEE MD | ||||||||||||||
| PHYSICIAN TRUSTEE; CHIEF PEDIATRICS | $278,100 | $0 | $0 | $0 | $8,103 | $0 | $40,224 | $0 | $1,386 | $0 | $327,813 | $0 | $0 | $0 |
| SCOTT R PERMAN MD | ||||||||||||||
| PHYSICIAN TRUSTEE; INTERNIST | $394,119 | $0 | $1,125 | $0 | $19,649 | $0 | $26,500 | $0 | $6,405 | $0 | $447,798 | $0 | $0 | $0 |
| GUY A SPINELLI MD | ||||||||||||||
| PHY. T'EE; BOARD CHAIR; INTERNIST | $547,024 | $0 | $0 | $0 | $25,763 | $0 | $26,500 | $0 | $38,352 | $0 | $637,639 | $0 | $0 | $0 |
| MARK STOCKMAN MD | ||||||||||||||
| PHY. T'EE THRU 2016; CARDIOLOGIST | $388,454 | $0 | $0 | $0 | $8,975 | $0 | $26,500 | $0 | $39,270 | $0 | $463,199 | $0 | $0 | $0 |
| KIMBERLY L NELSON | ||||||||||||||
| CLERK; CHIEF LEGAL OFFICER | $335,188 | $0 | $0 | $0 | $20,323 | $0 | $60,741 | $0 | $3,897 | $0 | $420,149 | $0 | $0 | $0 |
| LELAND J STACY | ||||||||||||||
| TREASURER AND CFO TO 10.24.16 | $396,492 | $0 | $0 | $0 | $66,271 | $0 | $428,200 | $0 | $22,466 | $0 | $913,429 | $0 | $0 | $0 |
| STEVEN L STRONGWATER MD | ||||||||||||||
| PRESIDENT AND CEO | $834,691 | $0 | $167,370 | $0 | $34,286 | $0 | $101,977 | $0 | $26,748 | $0 | $1,165,072 | $0 | $0 | $0 |
| WILLIAM BOYD MD | ||||||||||||||
| SVP NORTHERN REGION | $352,912 | $0 | $0 | $0 | $18,301 | $0 | $59,722 | $0 | $27,695 | $0 | $458,630 | $0 | $0 | $0 |
| ROBERT CALWAY | ||||||||||||||
| SVP SOUTH-WEST REGION TO 10.31.16 | $203,633 | $0 | $0 | $0 | $34,589 | $0 | $227,049 | $0 | $25,906 | $0 | $491,177 | $0 | $0 | $0 |
| JOE KIMURA MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $380,842 | $0 | $0 | $0 | $33,509 | $0 | $56,531 | $0 | $20,415 | $0 | $491,297 | $0 | $0 | $0 |
| STEVEN LAMPERT MD | ||||||||||||||
| CHIEF CLINICAL OFFICER TO 10.15.16 | $356,893 | $0 | $0 | $0 | $30,128 | $0 | $26,500 | $0 | $10,969 | $0 | $424,490 | $0 | $0 | $0 |
| RICHARD LOPEZ MD | ||||||||||||||
| SVP OF POPULATION HEALTH; VNA CMO | $381,119 | $42,347 | $0 | $0 | $20,183 | $2,243 | $57,850 | $6,428 | $10,500 | $1,167 | $469,652 | $52,185 | $0 | $0 |
| DANIEL D MORIARTY | ||||||||||||||
| CIO | $362,347 | $0 | $0 | $0 | $22,964 | $0 | $63,545 | $0 | $22,464 | $0 | $471,320 | $0 | $0 | $0 |
| MARCI SINDELL | ||||||||||||||
| CHIEF STRATEGY OFF.;SVP EXT. AFFAIRS | $316,426 | $0 | $0 | $0 | $24,368 | $0 | $32,792 | $0 | $26,517 | $0 | $400,103 | $0 | $0 | $0 |
| LOUIS A BLEY MD | ||||||||||||||
| CHIEF ORTHOPEDICS | $912,800 | $0 | $0 | $0 | $1,773 | $0 | $23,850 | $0 | $32,480 | $0 | $970,903 | $0 | $0 | $0 |
| DANIEL MISHKIN MD | ||||||||||||||
| CHIEF GASTROENTEROLOGY | $723,169 | $0 | $28,125 | $0 | $19,445 | $0 | $26,500 | $0 | $34,685 | $0 | $831,924 | $0 | $0 | $0 |
| KAI MITHOEFER MD | ||||||||||||||
| ORTHOPEDIST | $814,530 | $0 | $7,500 | $0 | $20,205 | $0 | $26,500 | $0 | $3,602 | $0 | $872,337 | $0 | $0 | $0 |
| JAMES E PHILLIPS MD | ||||||||||||||
| ORTHOPEDIST | $861,201 | $0 | $0 | $0 | $19,773 | $0 | $23,850 | $0 | $24,688 | $0 | $929,512 | $0 | $0 | $0 |
| STEVEN SHIELDS MD | ||||||||||||||
| GASTROENTEROLOGIST | $907,217 | $0 | $0 | $0 | $3,285 | $0 | $26,500 | $0 | $28,636 | $0 | $965,638 | $0 | $159,679 | $0 |
| DANIEL C BURNES MD | ||||||||||||||
| FMR TRANS. PRES/CEO; DERMATOLOGIST | $315,421 | $0 | $2,650 | $0 | $11,124 | $0 | $26,500 | $0 | $24,607 | $0 | $380,302 | $0 | $0 | $0 |
| KATHLEEN T GARDNER | ||||||||||||||
| FMR CHIEF ADM. OFFICER | $12,815 | $0 | $0 | $0 | $271,492 | $0 | $11,671 | $0 | $27,304 | $0 | $323,282 | $0 | $0 | $0 |
| LESLIE E SCHWAB MD | ||||||||||||||
| FORMER CMO; INTERNIST | $132,375 | $0 | $0 | $0 | $6,075 | $0 | $13,552 | $0 | $4,163 | $0 | $156,165 | $0 | $0 | $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 2016 ROBERT CALWAY - $32,267 PAID IN 2016; $205,940 UNPAID AT 12.31.16 KATHLEEN T. GARDNER - $271,492 PAID IN 2016; $10,769 UNPAID AT 12.31.16 LELAND J. STACY - $0 PAID IN 2016; $401,700 UNPAID AT 12.31.16 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. NEIL BERMAN; LOUIS BLEY; WILLIAM BOYD; DANIEL BURNES; STEVEN FERZOCO; RALPH IANNUZZI; HIKARU ISIHARA; JOSEPH KIMURA; STEVEN LAMPERT; LAURA LEE; RICHARD LOPEZ; DANIEL MISHKIN; KAI MITHOEFER; SCOTT PERMAN; JAMES PHILLIPS; LESLIE SCHWAB; STEVEN SHIELDS; GUY SPINELLI; MARK STOCKMAN; STEVEN STR0NGWATER | 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 | $4,121,428 | $29,980,000 | $29,980,000 | 2004 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $14,660,000 | $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. 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 CLINICAL SITES FROM CHELMSFORD IN THE NORTH TO CAPE COD IN THE SOUTH AND TO RT 495 IN THE WEST. IN 2016 THE ORGANIZATION PROVIDED MEDICAL, PREVENTATIVE AND OTHER CLINICAL SERVICES TO ITS APPROXIMATELY 578,000 PATIENTS THROUGH 2,282,733 PATIENT VISITS (INCLUDING 147,095 MEDICAID VISITS AND 425,018 MEDICARE VISITS). THE ORGANIZATION PARTICIPATED IN EDUCATIONAL AND TRAINING PROGRAMS FOR THE NEXT GENERATION OF CLINICIANS, INCLUDING MEDICAL STUDENTS AND RESIDENTS FROM HARVARD MEDICAL SCHOOL. SUCH PROGRAMS INCLUDED 149 CLINICIAN TEACHERS. 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 LATE 2016, IN ACCORDANCE WITH THE ATRIUS HEALTH BYLAWS (BYLAWS), AT THE END OF THE FOURTH QUARTER OF 2016, THE BOARD APPOINTED FOUR (4) OF THE SITTING PHYSICIAN TRUSTEES TO ONE (1) YEAR TERMS BEGINNING JANUARY 1, 2017. IN ADDITION, IN ACCORDANCE WITH THE BYLAWS, THE VOTING MEMBERS OF THE CORPORATION (VMOCS) (ATRIUS HEALTH PHYSICIANS WHO MEET CERTAIN CRITERIA ATTAIN VMOC STATUS - NO GOVERNANCE ROLE), ELECTED THREE (3) PHYSICIAN TRUSTEES TO THE BOARD EACH TO SERVE A THREE (3) YEAR TERM. AS OF JANUARY 1, 2017, THE BOARD HAD 14 VOTING TRUSTEES, INCLUDING (7) PHYSICIAN TRUSTEES AND SEVEN (7) COMMUNITY TRUSTEES. IN ADDITION, IN LATE 2016 THE BYLAWS WERE AMENDED AS FOLLOWS: (I) TO BE ELIGIBLE TO RUN FOR ELECTION AS A PHYSICIAN TRUSTEE THE VMOC CANDIDATE (OR APC CANDIDATE) MUST WORK AT LEAST A .5 CLINICAL FTE AND MUST NOT REPORT TO THE CEO OR CMO OR SERVE AS SPECIALTY DIRECTOR WITH ATRIUS-WIDE RESPONSIBILITIES; (II) TO PROVIDE THAT, SO LONG AS A QUORUM IS ESTABLISHED, MATTERS REQUIRING A SUPER-MAJORITY VOTE REQUIRE A VOTE OF 70% OF THE TRUSTEES PRESENT AND VOTING, PRIOR TO THIS AMENDMENT THERE WERE CERTAIN MATTERS THAT REQUIRED A SUPER-MAJORITY VOTE OF 80%; AND (III) TO ADD LANGUAGE THAT PROVIDES THAT INDIVIDUALS FROM THE COMMUNITY MAY BE APPOINTED TO COMMITTEES OF THE BOARD PROVIDED THEY MEET THE INDEPENDENCE CRITERIA SET FORTH IN BYLAWS ESTABLISHED FOR COMMUNITY TRUSTEES AND THEY WOULD BE REFERRED TO AS COMMUNITY MEMBERS. IN FEBRUARY OF 2017 THE BYLAWS WERE AMENDED TO TRANSITION ONE ELECTED PHYSICIAN TRUSTEE SEAT ON THE BOARD TO AN ELECTED ADVANCED PRACTICE CLINICIAN SEAT ON THE BOARD. |
| 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 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 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 OTHER EMPLOYEES AS APPROPRIATE ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AS DEFINED BY THE POLICY AND IRS. 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 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 727,470,202. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 727,470,202. OTHER SERVICES: PROGRAM SERVICE EXPENSES 10,210,723. MANAGEMENT AND GENERAL EXPENSES 3,128,084. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,338,807. |
| FORM 990, PART XI, LINE 9: | CRICO SUBPART F INCOME - INCOME FOR FORM 990, NOT FOR FINANCIAL REPORTING -4,612,728. CHANGE IN INTEREST IN AFFILIATE 20,135. TRANSFERS TO 501(C)(3) AFFILIATE -29,348. |
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 12A, I | 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 10 | VISITING NURSE ASSN OF BOSTON FOUNDATION INC | Yes (1) |
| VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION INC | ||||||||||
| 500 RUTHERFORD AVENUE | CHARLESTOWN | MA | 02129 | 042880614 | FUND RAISING | 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 10 | 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 10 | VNA CARE NETWORK FOUNDATION INC | Yes (1) |
| VNA CARE NETWORK FOUNDATION INC | ||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 042794849 | MANAGEMENT SERVICES | MA | 501 (C)(3) | LINE 10 | ATRIUS HEALTH INC | Yes (1) |
| VNA CARE NETWORK INC | ||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 042103825 | HOME HEALTH CARE | MA | 501 (C)(3) | LINE 10 | VNA CARE NETWORK FOUNDATION INC | Yes (1) |
| VNA CARE ADVANTAGE INC | ||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 042953171 | DAY CARE | MA | 501 (C)(3) | LINE 10 | VNA CARE NETWORK FOUNDATION INC | Yes (1) |
| VNA FIRST CHOICE INC | ||||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | 812016808 | TEMPORARY STAFFING | MA | 501 (C)(3) | LINE 10 | 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 | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOME STAFF LLC | ||||||||||||||
| 40 MILLBROOK STREET | WORCESTER | MA | 01606 | 421757904 | HOME CARE | 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 | MA | ATRIUS HEALTH INC | RELATED | -$395,751 | $385,478 | 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 | 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 | 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 | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VNA CARE NETWORK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $602,620 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |