2015-11-16T08:50:49-06:00 2014-12-31 043138777 PKF PC 300 CROWN COLONY DRIVE SUITE 400 QUINCY MA 02169 990 2014-01-01 042487729 SOUTHBORO MEDICAL GROUP INC SOUT 5084603020 24 NEWTON STREET SOUTHBORO MA 01772 ALAN LOBOVITS FMR PRES, TRUSTEE OF SUCCESSOR 5084603020 2015-11-11 1 ROBERT V DANDROW P00294799 6174220007 2015-11-11 2014 2016-04-25 22:37:26Z X MICHAEL E GALLAGHER 24 NEWTON STREET SOUTHBORO MA 01772 113612017 0 X SOUTHBOROMEDICAL.COM X 1971 MA SEE STATEMENT 1 AT SCHEDULE O 6 0 536 0 0 0 0 0 102763916 112623387 85480 126698 0 0 102849396 112750085 9447 0 0 0 35980834 35449919 0 0 0 65808576 79394313 101798857 114844232 1050539 -2094147 44058969 0 34041659 0 10017310 0 X SEE STATEMENT 2 AT SCHEDULE O 0 0 106895711 0 112623387 THE ORGANIZATION PROVIDED MEDICAL, PREVENTATIVE AND OTHER CLINICAL SERVICES TO ITS PATIENTS THROUGH 246,234 PATIENT VISITS (INCLUDING 15,033 MEDICAID VISITS AND 22,915 MEDICARE VISITS). THE ORGANIZATION WORKS WITH THE OTHER PARTICIPATING ORGANIZATIONS OF ATRIUS HEALTH, INC. TO IMPROVE THE QUALITY OF HEALTH CARE SERVICES PROVIDED TO PATIENTS IN EASTERN AND CENTRAL MASSACHUSETTS THROUGH CLINICAL INTEGRATION AND THE IMPLEMENTATION OF A UNIFIED ELECTRONIC MEDICAL RECORDS SYSTEM. THE ORGANIZATION PARTICIPATED IN EDUCATIONAL AND TRAINING PROGRAMS FOR MEDICAL STUDENTS AND MEDICAL RESIDENTS AND FOR OTHER HEALTHCARE PROFESSIONALS INCLUDING PHYSICIAN ASSISTANTS AND NURSES, SUCH PROGRAMS INCLUDED 18 CLINICIAN TEACHERS. THE ORGANIZATION CONDUCTED CLINICAL RESEARCH ACTIVITIES WHICH WILL IMPACT THE COMMUNITY AT LARGE. 106895711 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 17 0 536 1 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 1 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X MICHAEL GALLAGHER ADMIN EXECUTIVE 5084603020 24 NEWTON STREET SOUTHBORO MA 01772 MATTHEW BENZ MD TRUSTEE; PEDIATRICIAN 50.00 X 374983 0 44285 ALLA BOLKHOVSKY MD TRUSTEE TO 1.7.14; INTERNIST 44.00 X 135609 0 5945 STEPHEN S BUCHANAN MD TRUSTEE; FAMILY PRACTICE 50.00 X 278558 0 9177 MICHAEL COOPER MD TRUSTEE; INTERNIST 50.00 X 247399 0 12453 CHRISTIAN A CORREIA MD TRUSTEE EFF. 1.7.14; INTERNIST 40.00 X 389992 0 31721 JUSTIN N DORFMAN DO TRUSTEE; FAMILY PRACTICE; SPORTS MED. 50.00 X 344145 0 34182 MARY ELLEN DUGAN MD TRUSTEE/CLERK;PEDIATRICIAN 44.00 X X 349618 0 46785 MICHAEL E GALLAGHER ADMIN EXEC. DIR (EFF 7.26.14), CFO 50.00 X 232827 0 34055 JAMES E HOWE MD TREASURER; INTERNIST 50.00 X 322738 0 18361 ROBERT JANDL MD MED. DIR.; INTERNIST 46.00 4.00 X 307312 0 82019 ALAN M LOBOVITS MD PRESIDENT; PEDIATRICIAN 49.70 0.30 X 419810 10000 10619 JOSEPH K NUNES ADMIN EXECUTIVE DIRECTOR TO 7.25.14 45.00 7.00 X 294004 0 122119 MARVIN C OSTROVSKY MD PHY. EX DIR TO 9.1.14; PEDIATRICIAN 49.00 1.00 X 211703 0 24330 ANDREA C BIBEAULT COO 50.00 X 226928 0 30935 PAULA ANGELINI DPM PODIATRIST 45.00 X 577501 0 44321 AFARIN GREIGER MD OBSTETRICIAN 50.00 X 357234 0 57462 STACEY MASLOW MD PEDIATRICIAN 50.00 X 356565 0 22145 MATTHIAS NURNBERGER MD INTERNIST 50.00 X 451871 0 33021 JEFFREY ZAREF MD PEDIATRICIAN 50.00 X 365492 0 46290 JULIA Y LOGAN MD FMR HEAD-OB/GYN; OBSTETRICIAN 50.00 X 291481 0 31759 6535770 10000 741984 64 1 1 0 QUEST DIAGNOSTICS 5035 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 LABORATORY SERVICES 933681 HEART CENTER OF METROWEST 99 LINCOLN STREET FRAMINGHAM MA 01702 CARDIOLOGY SERVICES 378904 MARLBORO HOSPITAL 157 UNION STREET MARLBORO MA 01752 MGMT/IMAGING SERVICES 351567 3 CAPITATION FEES 621110 75488717 75488717 FEE FOR SERVICE 621110 32106527 32106527 MEDICARE/MEDICAID 621110 3856729 3856729 OTHER 621110 931531 931531 PROGRAM RELATED INVESTMENT 621110 239883 239883 112623387 111662 111662 876968 861932 15036 15036 15036 112750085 112623387 0 126698 X 4818927 3884274 934653 25157941 21773883 3384058 526526 455702 70824 3074517 2660956 413561 1872008 1639092 232916 1981644 793488 1188156 91128 91128 25000 25000 22999 22999 62322147 62175125 147022 62732 24629 38103 1064118 933837 130281 2113717 1827967 285750 4948765 4257270 691495 138356 96901 41455 57760 49674 8086 1767257 1558769 208488 1530323 1495777 34546 MEDICAL SUPPLIES 3004143 3004143 BAD DEBT EXPENSE 264224 264224 114844232 106895711 7948521 0 5514 0 19861756 0 0 3460549 0 0 0 0 43126 0 345567 0 0 18710617 0 0 0 353826 0 0 1278014 0 44058969 0 9075643 24966016 0 34041659 0 X 10017310 0 10017310 0 44058969 0 X -2094147 -35156 -7888007 X X 0 1 X 1 0 X 101577102 103560136 102357471 102763916 112623387 522882012 101577102 103560136 102357471 102763916 112623387 522882012 0 0 0 522882012 41971 74566 84787 85480 111662 398466 41971 74566 84787 85480 111662 398466 101619073 103634702 102442258 102849396 112735049 523280478 0.99920 0.99930 0.00080 0.00070 X X X X X 1 0 0 0 0 0 0 0 0 MATTHEW BENZ MD TRUSTEE; PEDIATRICIAN 329580 0 45242 0 161 0 7800 0 36485 0 419268 0 0 0 STEPHEN S BUCHANAN MD TRUSTEE; FAMILY PRACTICE 238920 0 39544 0 94 0 7258 0 1919 0 287735 0 0 0 MICHAEL COOPER MD TRUSTEE; INTERNIST 211901 0 35402 0 96 0 6188 0 6265 0 259852 0 0 0 CHRISTIAN A CORREIA MD TRUSTEE EFF. 1.7.14; INTERNIST 348871 0 40854 0 267 0 7800 0 23921 0 421713 0 0 0 JUSTIN N DORFMAN DO TRUSTEE; FAMILY PRACTICE; SPORTS MED 300866 0 43209 0 70 0 7800 0 26382 0 378327 0 0 0 MARY ELLEN DUGAN MD TRUSTEE/CLERK;PEDIATRICIAN 301954 0 47396 0 268 0 7800 0 38985 0 396403 0 0 0 MICHAEL E GALLAGHER ADMIN EXEC. DIR (EFF 7.26.14), CFO 210041 0 22570 0 216 0 6673 0 27382 0 266882 0 0 0 JAMES E HOWE MD TREASURER; INTERNIST 291621 0 29681 0 1436 0 7800 0 10561 0 341099 0 0 0 ROBERT JANDL MD MED. DIR.; INTERNIST 267873 0 39274 0 165 0 54601 0 27418 0 389331 0 0 0 ALAN M LOBOVITS MD PRESIDENT; PEDIATRICIAN 364156 10000 54339 0 1315 0 7800 0 2819 0 430429 10000 0 0 JOSEPH K NUNES ADMIN EXECUTIVE DIRECTOR TO 7.25.14 143310 0 30501 0 120193 0 105193 0 16926 0 416123 0 0 0 MARVIN C OSTROVSKY MD PHY. EX DIR TO 9.1.14; PEDIATRICIAN 165664 0 44213 0 1826 0 5164 0 19166 0 236033 0 0 0 ANDREA C BIBEAULT COO 204244 0 22571 0 113 0 6414 0 24521 0 257863 0 0 0 PAULA ANGELINI DPM PODIATRIST 537669 0 39671 0 161 0 7800 0 36521 0 621822 0 0 0 AFARIN GREIGER MD OBSTETRICIAN 331074 0 25999 0 161 0 56143 0 1319 0 414696 0 0 0 STACEY MASLOW MD PEDIATRICIAN 322107 0 34401 0 57 0 7800 0 14345 0 378710 0 0 0 MATTHIAS NURNBERGER MD INTERNIST 407237 0 44473 0 161 0 7800 0 25221 0 484892 0 0 0 JEFFREY ZAREF MD PEDIATRICIAN 327840 0 37584 0 68 0 7800 0 38490 0 411782 0 0 0 JULIA Y LOGAN MD FMR HEAD-OB/GYN; OBSTETRICIAN 266834 0 24547 0 100 0 7372 0 24387 0 323240 0 0 0 PART I, LINE 4A SCHEDULE J, QUESTION 4A - INDIVIDUAL LISTED IN FORM 990, PART VII, SECTION A WHO RECEIVED SEVERANCE PAYMENTS IN 2014 JOSEPH K. NUNES - $107,545 PAID IN 2014; $153,779 UNPAID AT 12.31.14 CASH 2014-12-31 11528082 COST 042472266 RELIANT MEDICAL GROUP INC 630 PLANTATION STREET WORCESTER MA 01605 501(C)(3) INVESTMENTS HELD BY MORGAN STANLEY: CASH, ETF'S & CEF'S, CORPORATE FIXED INCOME AND MUTUAL FUNDS 2014-12-31 6539395 FAIR VALUE PER MORGAN STANLEY 12.31.14 STMT 042472266 RELIANT MEDICAL GROUP INC 630 PLANTATION STREET WORCESTER MA 01605 501(C)(3) RECEIVABLES 2014-12-31 4669012 BOOK VALUE 042472266 RELIANT MEDICAL GROUP INC 630 PLANTATION STREET WORCESTER MA 01605 501(C)(3) INVENTORY - OPTICAL FRAMES 2014-12-31 38710 BOOK VALUE 042472266 RELIANT MEDICAL GROUP INC 630 PLANTATION STREET WORCESTER MA 01605 501(C)(3) PREPAID EXPENSES 2014-12-31 633918 BOOK VALUE 042472266 RELIANT MEDICAL GROUP INC 630 PLANTATION STREET WORCESTER MA 01605 501(C)(3) PROPERTY AND EQUIPMENT 2014-12-31 17305585 BOOK VALUE 042472266 RELIANT MEDICAL GROUP INC 630 PLANTATION STREET WORCESTER MA 01605 501(C)(3) PARTNERSHIP INTEREST IN VENTURE 2-BRN, LLC 2014-12-31 417903 BOOK VALUE 042472266 RELIANT MEDICAL GROUP INC 630 PLANTATION STREET WORCESTER MA 01605 501(C)(3) 1 1 0 0 1 1 1 0 0 PART I, LINE 2E: PERSON(S) INVOLVED: 1. MATTHEW BENZ, MD (PEDIATICIAN)2. ALLA BOLKHOVSKY, MD (INTERNIST)3. JUSTIN N. DORFMAN, DO (FAMILY PRACTICE AND SPORTS MEDICINE)4. JAMES E. HOWE, MD (INTERNIST)5. ROBERT JANDL, MD (INTERNIST)6. STEPHEN S. BUCHANAN, MD (FAMILY PRACTICE)7. CHRISTIAN A. CORREIA, MD (INTERNIST)8. MARY ELLEN DUGAN, MD (PEDIATRICIAN)9. ALAN M. LOBOVITS, MD (PEDIATRICIAN)10. MICHAEL COOPER, MD (INTERNIST) 11. MICHAEL E. GALLAGHER12. ANDREA C. BIBEAULT PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: EXPLANATION OF INVOLVEMENT FOR PHYSICIANS LISTED ABOVE - #'S 1 THROUGH 5PRACTICING PHYSICIAN - COMPENSATION BASED ON THE ORGANIZATION'S PHYSICIAN COMPENSATION MODELEXPLANATION OF INVOLVEMENT FOR PHYSICIANS LISTED ABOVE - #'S 6 THROUGH 9DIRECTOR OF RELIANT MEDICAL GROUP, INC. AND PRACTICING PHYSICIAN - COMPENSATION BASED ON THE ORGANIZATION'S PHYSICIAN COMPENSATION MODELEXPLANATION OF INVOLVEMENT BY MICHAEL COOPER, MD - DIRECTOR AND BOARD VICE CHAIR OF RELIANT MEDICAL GROUP AND PRACTICING PHYSICIAN - COMPENSATION BASED ON THE ORGANIZATION'S PHYSICIAN COMPENSATION MODELEXPLANATION OF INVOLVEMENT BY MICHAEL GALLAGHER - CONTINUED AS ADMINISTRATIVE EXECUTIVE DIRECTOR OF SOUTHBORO MEDICAL GROUP DIVISION OF RELIANT MEDICAL GROUP - NO CHANGE IN COMPENSATION MODELEXPLANATION OF INVOLVEMENT BY ANDREA BIBEAULT - CONTINUED AS COO OF SOUTHBORO MEDICAL GROUP DIVISION OF RELIANT MEDICAL GROUP - NO CHANGE IN COMPENSATION MODEL PART I, LINE 6C: PART I, QUESTION 6 EXPLANATION:IN ACCORDANCE WITH THE TERMS OF THE MERGER AGREEMENT WITH RELIANT MEDICAL GROUP, INC, ALL LIABILITIES WERE ASSUMED BY RELIANT MEDICAL GROUP, INC., PAYMENT OF WHICH WERE OR WILL BE PAID IN ACCORDANCE WITH THE TERMS OF THE OBLIGATIONS. STATEMENT 1 TO OFFER A COMPREHENSIVE, INTEGRATED HEALTHCARE SYSTEM TO THE METROWEST COMMUNITY DISTINGUISHED BY RESPONSIVENESS TO PATIENT NEEDS, QUALITY OF CARE, PATIENT EDUCATION, AND HEALTH PROMOTION. THE SUCCESS OF OUR SERVICE IS MEASURED BY THE SATISFACTION OF OUR PATIENTS AND PROFESSIONAL STAFF. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION'S MISSION STATEMENT 2 TO OFFER A COMPREHENSIVE, INTEGRATED HEALTHCARE SYSTEM TO THE METROWEST COMMUNITY DISTINGUISHED BY RESPONSIVENESS TO PATIENT NEEDS, QUALITY OF CARE, PATIENT EDUCATION, AND HEALTH PROMOTION. THE SUCCESS OF OUR SERVICE IS MEASURED BY THE SATISFACTION OF OUR PATIENTS AND PROFESSIONAL STAFF. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE AS OF JANUARY 1, 2015, SOUTHBORO MEDICAL GROUP, INC. ("SMG") WITHDREW FROM THE ATRIUS HEALTH SYSTEM AND MERGED WITH RELIANT MEDICAL GROUP, INC. UNDER THE TERMS OF THE WITHDRAWAL AGREEMENT WITH ATRIUS HEALTH, INC., THE CORPORATE MEMBER OF SMG, THE POWERS OF THE CORPORATE MEMBER WERE AMENDED TO PREVENT THE CORPORATE MEMBER FROM TAKING ANY ACTION TO MODIFY OR CHANGE SMG'S WITHDRAWAL FROM THE ATRIUS HEALTH SYSTEM. FORM 990, PART VI, SECTION A, LINE 6 SOUTHBORO MEDICAL GROUP, INC. ("SMG") HAS TWO CLASSES OF MEMBERS. THE CORPORATE MEMBER (ATRIUS HEALTH, INC.) CAN BE REMOVED ONLY IF SMG IS REMOVED, BY THE CORPORATE MEMBER, AS A PARTICIPATING ORGANIZATION IN THE ATRIUS HEALTH SYSTEM. THE CORPORATE MEMBER HAS CERTAIN DEFINED APPROVAL RIGHTS OF THE ACTIONS OF THE CORPORATION.BY A WITHDRAWAL AGREEMENT EXECUTED AS OF OCTOBER 17, 2014 TO BE EFFECTIVE JANUARY 1, 2015 BY AND BETWEEN ATRIUS HEALTH INC. AND SMG, SMG WITHDREW FROM THE ATRIUS HEALTH SYSTEM AND ATRIUS HEALTH WAS REMOVED AS THE SOLE CORPORATE MEMBER OF SMG. THE WITHDRAWAL AGREEMENT REQUIRED BOTH PARTIES TO AMEND THEIR RESPECTIVE BY-LAWS FOR THESE CHANGES. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS COMPRISED OF SIX VOTING TRUSTEES, ALL OF WHOM MUST BE A PHYSICIAN MEMBER. THROUGH DECEMBER 31, 2014, OF THE SIX TRUSTEES, FOUR HAD TO BE APPROVED BY THE CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B APPLICABLE THROUGH DECEMBER 31, 2014: MOST MAJOR DECISIONS OF THE BOARD MUST BE APPROVED BY THE CORPORATE MEMBER. THE CORPORATE MEMBER MUST APPROVE ALL BUDGETS, PLANS, AND MATERIAL CHANGES; APPROVE ALL PROGRAM CHANGES; APPROVE ANY AMENDMENT TO THE ARTICLES OF ORGANIZATION AND OR BY-LAWS; APPROVE COMPENSATION STRUCTURES AND RANGES FOR DIRECTORS, PHYSICIANS, SENIOR MANAGERS AND OTHER PROFESSIONALS; AND, IN GENERAL APPROVE ANY OTHER ACTIONS NOT IN THE NORMAL COURSE OF BUSINESS. IN ADDITION TO POWERS PROVIDED BY LAW, THE ARTICLES OF ORGANIZATION AND SMG'S BY-LAWS, THE CORPORATE MEMBER HAS AUTHORITY TO: (A) LEVY ASSESSMENTS TO COVER THE CORPORATE MEMBER'S COSTS OF OPERATIONS; (B) APPROVE, OR DISAPPROVE, THE SELECTION AND REMOVAL OF MORE THAN FIFTY PERCENT (50%)BUT LESS THAN EIGHTY (80%) OF SMG'S TRUSTEES; AND, (C) ACT AS SMG'S EXCLUSIVE AGENT FOR PURPOSES OF NEGOTIATING PAYOR CONTRACTS FOR SMG AND THE OTHER PARTICIPATING ORGANIZATIONS AS DEFINED IN THE CORPORATE MEMBER'S BY-LAWS. UPON DISSOLUTION OF SMG, THE NET ASSETS OF SMG WILL BE DISPOSED OF TO ATRIUS HEALTH, INC. PROVIDED IT IS THEN EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION B, LINE 11 ATRIUS HEALTH ENGAGED AN OUTSIDE TAX/ACCOUNTING FIRM TO REVIEW AND PREPARE THE FORM 990 FOR SMG. AN INTERNAL TEAM AT SMG INCLUDING STAFF FROM ACCOUNTING AND HUMAN RESOURCES DEPARTMENTS WORKED CLOSELY WITH THE OUTSIDE FIRM TO PREPARE THE DOCUMENT. THE FINAL 990 WAS REVIEWED BY SMG'S ADMINISTRATIVE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12C SMG HAS A COMPREHENSIVE COMPLIANCE PROGRAM WHICH IS MONITORED BY SMG'S AUDIT AND COMPLIANCE COMMITTEE AND COMPLIANCE OFFICER. THE NATURE OF THE POTENTIAL OR ACTUAL CONFLICT DETERMINES THE LEVEL(S) AT WHICH A DETERMINATION OF POTENTIAL CONFLICT MAY EXIST. AN INDIVIDUAL INVOLVED WITH A POTENTIAL CONFLICT IS PROHIBITED FROM BEING IN ATTENDANCE AT ANY MEETINGS AT WHICH THE MATTER IS DISCUSSED AND IS NOT ALLOWED TO VOTE ON THE MATTER. ALL MEMBERS OF SMG'S BOARD, OFFICERS AND SENIOR MANAGERS ARE REQUIRED TO ANNUALLY REVIEW, COMPLETE AND CERTIFY COMPLIANCE WITH SMG'S CONFLICT OF INTEREST POLICY. IN ADDITION ALL NEW HIRES (IN THE CATEGORIES DESCRIBED) ARE REQUIRED TO READ AND ACKNOWLEDGE RECEIPT OF SMG'S CODE OF CONDUCT. THE CONFLICT OF INTEREST POLICY STATES "AS A GENERAL RULE, CONFLICTS OF INTEREST ARE NOT PERMITTED". SMG'S POLICY PROVIDES FOR EXCEPTIONS IF DISCLOSED PROMPTLY AND APPROVED BY THE APPROPRIATE LEVEL OF MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION: SMG'S PRESIDENT, ALL OF ITS STATUTORY OFFICERS AND ITS PHYSICIAN MEMBERS ARE EMPLOYED BY SMG AS PRACTICING PHYSICIANS. FOR THE PHYSICIANS, THE KEY CRITERIA IS THE PHYSICIAN'S PRODUCTIVITY. THE COMPENSATION RANGES FOR THE PHYSICIANS ARE REVIEWED BY THE COMPENSATION PERSONNEL EMPLOYED BY THE CORPORATE MEMBER. THE COMPENSATION PAID TO PHYSICIANS IS CONSISTENT WITH THE ANALYSIS OF NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS REGARDING MARKET COMPETITIVENESS AND REASONABLENESS OF THE COMPENSATION, INCLUDING DEFINING COMPENSATION THRESHOLDS THAT, IF EXCEEDED, REQUIRE FURTHER REVIEW AND APPROVAL OR MODIFICATION AS APPROPRIATE BY SMG AND ULTIMATELY THE CORPORATE MEMBER'S COMPENSATION COMMITTEE. STIPENDS ARE AWARDED TO THE OFFICERS OF SMG'S BOARD TO COMPENSATE FOR THE TIME REQUIRED TO ACCOMPLISH THOSE ADMINISTRATIVE DUTIES. ALL MAJOR DECISIONS OF THE BOARD MUST BE APPROVED BY SMG'S CORPORATE MEMBER. 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 OPEN TO PUBLIC INSPECTION. THE ARTICLES OF ORGANIZATION ARE AVAILABLE AT THE MASSACHUSETTS SECRETARY OF STATE'S OFFICE, INCLUDING ON-LINE. OTHER GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OUTSIDE UTILIZATION CHARGES (CAPITATION CONTRACTS): PROGRAM SERVICE EXPENSES 60,226,544. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,226,544. CONTRACTED MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 1,940,323. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,940,323. OTHER SERVICES: PROGRAM SERVICE EXPENSES 8,258. MANAGEMENT AND GENERAL EXPENSES 147,022. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 155,280. FORM 990, PART XI, LINE 9: DISTRIBUTION OF NET ASSETS RE MERGER WITH RELIANT MEDICAL GROUP EFF. 1.1.15 -7,888,007. FORM 990, PART XII THE ORGANIZATION WAS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF ATRIUS HEALTH, INC. ("ATRIUS HEALTH"). ATRIUS HEALTH'S AUDIT AND COMPLIANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT. THERE WERE NO CHANGES IN THE OVERSIGHT PROCESS DURING THE TAX YEAR. HARVARD VANGUARD MEDICAL ASSOCIATES INC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 043397450 MULTI-SPECIALTY MEDICAL GROUP MA 501(C)(3) 12 ATRIUS HEALTH INC 1 ATRIUS HEALTH INC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 010803117 ORGANIZE AND INTEGRATE HEALTHCARE DELIVERY MA 501(C)(3) 12 N/A 0 DEDHAM MEDICAL ASSOCIATES INC ONE LYONS STREET DEDHAM MA 02026 043136240 MULTI-SPECIALTY MEDICAL GROUP MA 501(C)(3) 12 ATRIUS HEALTH INC 1 SOUTH SHORE MEDICAL CENTER 75 WASHINGTON STREET NORWELL MA 02061 042297845 MULTI-SPECIALTY MEDICAL GROUP MA 501(C)(3) 12 ATRIUS HEALTH INC 1 GRANITE MEDICAL GROUP INC 500 CONGRESS STREET QUINCY MA 02169 043341331 MULTI-SPECIALTY MEDICAL GROUP MA 501(C)(3) 12 ATRIUS HEALTH INC 1 ATRIUS HEALTH FOUNDATION INC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 264517944 SUPPORTS ATRIUS HEALTH AND ITS PARTICIPATING ORGANIZATIONS MA 501(C)(3) LINE 11A, I ATRIUS HEALTH INC 1 RELIANT MEDICAL GROUP INC (FORMERLY FALLON CLINIC INC) 630 PLANTATION STREET WORCESTER MA 01605 042472266 PROVIDE MEDICAL SERVICES MA 501(C)(3) LINE 9 ATRIUS HEALTH INC 1 RELIANT MEDICAL GROUP FOUNDATION INC (FORMERLY FALLON CLINIC FOUNDATION) 630 PLANTATION STREET WORCESTER MA 01605 222912515 PROMOTE COMMUNITY HEALTH MA 501(C)(3) LINE 7 RELIANT MEDICAL GROUP INC 1 LAKEVIEW MEDICAL INC 44 SOUTHBRIDGE STREET AUBURN MA 01501 043106404 MEDICAL EQUIPMENT SUPPLIER MA 501(C)(3) LINE 9 RELIANT MEDICAL GROUP INC 1 VISITING NURSE ASSOCIATION OF BOSTON INC 500 RUTHERFORD AVENUE CHARLESTOWN MA 02129 042105800 HOME HEALTH CARE MA 501 (C)(3) LINE 9 VISITING NURSE ASSN OF BOSTON FOUNDATION INC 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 1 VNA HOSPICE CARE INC 100 TRADE CENTER SUITE G-500 WOBURN MA 01801 042658051 HOSPICE CARE MA 501 (C)(3) LINE 9 VISITING NURSE ASSN OF BOSTON FOUNDATION INC 1 VISITING NURSE ASSOCIATION OF BOSTON MANAGMENT RESOURCES INC 500 RUTHERFORD AVENUE CHARLESTOWN MA 02129 042880108 MANAGEMENT SERVICES MA 501 (C)(3) LINE 9 VISITING NURSE ASSN OF BOSTON FOUNDATION INC 1 VNA CARE HOSPICE INC 120 THOMAS STREET WORCESTER MA 01608 043217872 HOSPICE CARE MA 501 (C)(3) LINE 9 VNA CARE NETWORK FOUNDATION INC 1 VNA CARE NETWORK FOUNDATION INC 120 THOMAS STREET WORCESTER MA 01608 042794849 MANAGEMENT SERVICES MA 501 (C)(3) LINE 9 ATRIUS HEALTH INC 1 VNA CARE NETWORK INC 120 THOMAS STREET WORCESTER MA 01608 042103825 HOME HEALTH CARE MA 501 (C)(3) LINE 9 VNA CARE NETWORK FOUNDATION INC 1 VNA CARE ADVANTAGE INC 120 THOMAS STREET WORCESTER MA 01608 042953171 DAY CARE MA 501 (C)(3) LINE 9 VNA CARE NETWORK FOUNDATION INC 1 VENTURE 2-BRN LLC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 205842227 MRI SERVICES MA HARVARD VANGUARD MEDICAL ASSOCIATES INC RELATED 239883 417903 0 0 0.06000 VENTURE 3-WW LLC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 208676840 INACTIVE MA N/A VENTURE 4-WW2 LLC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 262783850 DIGITAL MAMMOGRAPHY, ULTRASOUND AND BONE DENSITY MA N/A VENTURE V-90 LIBBEY LLC 275 GROVE STREET SUITE 3-300 NEWTON MA 02466 274351500 GASTROINTES- TINAL ENDOSCOPIC SERVICES MA N/A HOME STAFF LLC 40 MILLBROOK STREET WORCESTER MA 01606 421757904 HOME CARE MA N/A DEDHAM MEDICAL URGENT CARE CTR AFFILIATED WITH B I DEACONESS MED CTR LLC 1177 PROVIDENCE HWY NORWOOD MA 02062 463745783 MA N/A MASSACHUSETTS ASSURANCE COMPANY LTD FIRST CARIBBEAN HOUSE GEORGE TOWN GRAND CAYMAN CJ 980469895 INSURANCE CJ N/A C 0 ASPECTUS INC 630 PLANTATION STREET WORCESTER MA 01605 043403101 INACTIVE MA N/A C 0 VNA PRIVATE CARE INC 350 GRANITE STREET UNIT 1104 BRAINTREE MA 02184 201916670 PRIVATE DUTY HOME CARE MA VISITING NURSE ASSN OF BOSTON FOUNDATION INC C 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 ATRIUS HEALTH INC L 22215 SEE STATEMENT HARVARD VANGUARD MEDICAL ASSOCIATES INC M 107395 COST ATRIUS HEALTH INC M 3383791 SEE STATEMENT DEDHAM MEDICAL ASSOCIATES INC M 58837 COST SCH R, PART V, ITEM 2 ATRIUS HEALTH'S GENERAL AND ACO CORPORATE COSTS ARE ALLOCATED TO ATRIUS HEALTH'S PARTICIPATING ORGANIZATIONS, OTHER THAN RELIANT MEDICAL GROUP, INC., PRIMARILY USING THE AVERAGE OF FOUR METHODOLOGIES - REVENUE; PATIENT VISITS; PHYSICIAN FULL-TIME EQUIVALENTS; AND PATIENTS. SMG'S CHARGE WAS $1,133,554 FOR 2014. IN ADDITION, SMG IS CHARGED FOR ITS SHARE OF THE COSTS OF THE MEDICAL RECORDS AND PRACTICE MANAGEMENT SYSTEM. FOR 2014, SMG WAS CHARGED $2,250,237 FOR ITS UTILIZATION. ATRIUS HEALTH RECEIVED FUNDING TO ASSIST IN THE IMPLEMENTATION OF ELECTRONIC MEDICAL RECORDS WHICH IT DISTRIBUTED TO CERTAIN PARTICIPATING ORGANIZATIONS. SMG RECEIVED $22,215 IN 2014.