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RELIANT MEDICAL GROUP INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
RELIANT MEDICAL GROUP INC (EIN 04-2472266)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201543209349308144
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T13:28:00-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043138777PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 CROWN COLONY DRIVE SUITE 400AddressLine1Txt
CityQUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02169ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042472266EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RELIANT MEDICAL GROUP INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRELIBusinessNameControlTxt
Phone5083685437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1630 PLANTATION STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01605ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEON JOSEPHS MDPersonNm
Person TitleACTING PRESIDENTPersonTitleTxt
Phone5083685437PhoneNum
Signature2015-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT V DANDROWPreparerPersonNm
PTINP00294799PTIN
Phone6174220007PhoneNum
Preparation2015-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLEON JOSEPHS MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 FRONT STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01608ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$573,778,826GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RELIANTMEDICALGROUP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE STATEMENT 1 AT SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee2497TotalEmployeeCnt
Total Volunteers43TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$69,806PYContributionsGrantsAmt
CY Contributions Grants$90,231CYContributionsGrantsAmt
PY Program Service Revenue$428,741,753PYProgramServiceRevenueAmt
CY Program Service Revenue$554,028,832CYProgramServiceRevenueAmt
PY Investment Income$278,139PYInvestmentIncomeAmt
CY Investment Income$2,019,710CYInvestmentIncomeAmt
PY Other Revenue-$34,080PYOtherRevenueAmt
CY Other Revenue-$56,628CYOtherRevenueAmt
PY Total Revenue$429,055,618PYTotalRevenueAmt
CY Total Revenue$556,082,145CYTotalRevenueAmt
PY Grants And Similar Paid$170,726PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$179,290CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$200,528,809PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$213,981,857CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$228,971,085PYOtherExpensesAmt
CY Other Expenses$339,478,926CYOtherExpensesAmt
PY Total Expenses$429,670,620PYTotalExpensesAmt
CY Total Expenses$553,640,073CYTotalExpensesAmt
PY Revenues Less Expenses-$615,002PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,442,072CYRevenuesLessExpensesAmt
Total Assets BOY$116,790,348TotalAssetsBOYAmt
Total Assets EOY$137,853,764TotalAssetsEOYAmt
Total Liabilities BOY$83,526,246TotalLiabilitiesBOYAmt
Total Liabilities EOY$111,200,934TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$33,264,102NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$26,652,830NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF RELIANT MEDICAL GROUP IS TO MAXIMIZE THE HEALTH OF OUR PATIENTS AND THE COMMUNITY THROUGH EXPERT MEDICAL CARE, COMPASSION, INNOVATIVE DELIVERY MODELS, MEDICAL RESEARCH AND EDUCATION, AND THE APPROPRIATE USE OF HEALTH CARE RESOURCES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$529,029,793ExpenseAmt
Grant$179,290GrantAmt
Revenue$554,028,832RevenueAmt
DescSTATEMENT 2Desc
Total Program Service Expenses$529,029,793TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document204IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2497EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Foreign CountryFRForeignCountryCd
Foreign CountryEIForeignCountryCd
Foreign CountryLUForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBORAH MORRISONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5083685437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1630 PLANTATION STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01605ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
JOHN ANDREOLI
TRUSTEE (EFF. 4.14)2.00Yes (X)$9,000$0$0
ROBERT ANTONUCCI EDU
TRUSTEE2.00Yes (X)$15,500$0$0
ERIC N BERKOWITZ PHD
TRUSTEE2.00Yes (X)$11,500$0$0
ROBERT BESSETTE MD
T'EE;VICE-CHAIR THRU 4.14; PHYSICIAN50.00Yes (X)$354,549$0$42,900Yes (X)
CRAIG BEST MD
TRUSTEE THRU 4.14; PHYSICIAN50.00Yes (X)$359,965$0$21,646
MICHAEL DIPIERRO
TRUSTEE THRU 4.141.00Yes (X)$4,000$0$01.00
WILLIAM GAINES MD
TRUSTEE; PHYSICIAN50.00Yes (X)$338,541$0$52,844
LEON JOSEPHS MD
T'EE;BOARD CHAIR EFF.10.14;PHYSICIAN50.00Yes (X)$782,127$0$26,482Yes (X)
ROBERT KOSSACK MD
TRUSTEE; PHYSICIAN50.00Yes (X)$235,761$0$39,593
DIANE LECLAIR
TRUSTEE; TREASURER2.00Yes (X)$14,500$17,500$0Yes (X)2.00
ANN LISI
TRUSTEE THRU 4.142.00Yes (X)$0$0$0
SUSAN MAILMAN
TRUSTEE2.00Yes (X)$13,000$0$0
SEEMA NARAVANE MD
T'EE;VICE-CHAIR EFF.4.14; PHYSICIAN50.00Yes (X)$213,061$0$34,599Yes (X)
KEVIN O'SULLIVAN
TRUSTEE1.00Yes (X)$15,000$0$01.00
RALPH RONDINONE JR
TRUSTEE (EFF. 4.14)2.00Yes (X)$9,500$0$0
JOHN SCHNEEWEIS MD
TRUSTEE; CLERK; PHYSICIAN50.00Yes (X)$308,570$0$47,485Yes (X)
SANJAY SHAH PHD
TRUSTEE2.00Yes (X)$15,000$0$0
JOSEPH SIDARI MD
TRUSTEE (EFF. 4.14); PHYSICIAN50.00Yes (X)$647,419$0$48,149
ROBERT YOOD MD
T'EE/BOARD CHAIR THRU 9.14;PHYSICIAN50.00Yes (X)$363,652$10,000$43,199Yes (X)2.00
ERIC BUEHRENS
COO50.00$513,326$0$18,776Yes (X)
ARMIN ERNST MD
PRESIDENT AND CEO50.00$637,741$0$36,514Yes (X)
MARC-DAVID MUNK MD
CMO50.00$423,826$0$21,674Yes (X)
BRUCE PLUMMER
CFO; EXEC VP BUSINESS DEV.49.00$455,742$0$39,805Yes (X)1.00
STEPHEN KNOX
VP, ANCILLARY SERVICES50.00$213,479$0$21,097Yes (X)
NINAD SAMANT MD
CHAIR ADULT GENERAL MEDICINE50.00$346,363$0$41,164Yes (X)
STEPHEN SMITH MD
REGIONAL MEDICAL DIR. (EFF. 5.14)50.00$399,506$0$45,714Yes (X)
PAUL ARCAND MD
PHYSICIAN VASCULAR SURGERY50.00$670,955$0$41,710Yes (X)
WILLIAM BALCOM MD
CHAIR DEPT OF ORTHOPEDICS50.00$1,011,813$0$39,628Yes (X)
MICHAEL KELFER MD
DIV. CHIEF GASTROENTEROLOGY50.00$756,141$0$46,488Yes (X)
MARK STOKER MD
CHAIR SURGICAL SPECIALTIES50.00$747,363$10,000$45,4292.00Yes (X)
JONATHAN TAYLOR MD
PHYSICIAN GASTROENTEROLOGY50.00$708,440$0$42,465Yes (X)
ROBERT BLACK MD
FORMER CLERK; PHYSICIAN50.00$349,369$0$51,680Yes (X)
STEPHEN DOLAT
FORMER EXEC. VP CLINIC OP.0.00$211,014$0$0Yes (X)
STEPHEN PEZZELLA MD
CHAIR MEDICAL SPECIALTIES50.00$582,761$0$38,472Yes (X)
ROBIN RICHMAN MD
FORMER CMO0.00$136,940$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$11,875,424TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$37,500TotReportableCompRltdOrgAmt
Total Other Compensation$887,513TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K372IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ARAMARK HEALTHCARE SUPPORT SERVICES
42 SOUTHBRIDGE STWOBURNMA01801PATIENT SERVICES$2,197,299
MIRICK O'CONNELL LLP
100 FRONT STWORCESTERMA01608LEGAL SERVICES$1,153,966
CHARTIS GROUP LLC
29 COMMONWEALTH AVE 10TH FLRBOSTONMA02116MANAGEMENT CONSULTING$935,801
RDW GROUP
714-B SOUTHBRIDGE STAUBURNMA01501MANAGEMENT CONSULTING$656,753
NEW ENGLAND PHYSICIAN RECRUITMENT CENTER
35 BRAINTREE OFFICE PARK SUITE 106BRAINTREEMA02184RECRUITING SERVICES$435,266
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K19CntrctRcvdGreaterThan100KCnt
Related Organizations$90,231RelatedOrganizationsAmt
Total Contributions$90,231TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT REVENUE - CAPITATION621110$413,103,102$413,103,102
PATIENT REVENUE-FEE FOR SERVICE621110$130,989,725$130,989,725
OUTSIDE CONTRACT REVENUE621110$9,446,752$9,446,752
OTHER621110$489,253$489,253
FieldValueIRS element (for citing)
Total Program Service Revenue$554,028,832TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$329,259TotalRevenueColumnAmt
Exclusion$329,259ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$392,373RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$449,001RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$56,628RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$56,628TotalRevenueColumnAmt
Exclusion-$56,628ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,914,075SecuritiesAmt
Other$7,024,056OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,776,201SecuritiesAmt
Other$5,471,479OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$137,874SecuritiesAmt
Other$1,552,577OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,690,451TotalRevenueColumnAmt
Related Or Exempt Func Income$1,552,577RelatedOrExemptFuncIncomeAmt
Exclusion$137,874ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$556,082,145TotalRevenueColumnAmt
Related Or Exempt Func Income$555,581,409RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$410,505ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$179,290TotalAmt
Program Services$179,290ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,010,679TotalAmt
Program Services$3,964,055ProgramServicesAmt
Management And General$3,046,624ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$378,099TotalAmt
Program Services$366,756ProgramServicesAmt
Management And General$11,343ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$168,270,171TotalAmt
Program Services$160,403,728ProgramServicesAmt
Management And General$7,866,443ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,179,149TotalAmt
Program Services$9,537,044ProgramServicesAmt
Management And General$642,105ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,394,518TotalAmt
Program Services$16,358,391ProgramServicesAmt
Management And General$1,036,127ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,749,241TotalAmt
Program Services$10,071,184ProgramServicesAmt
Management And General$678,057ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,783,617TotalAmt
Program Services$100,287ProgramServicesAmt
Management And General$1,683,330ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,394,201TotalAmt
Management And General$1,394,201ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$176,757TotalAmt
Management And General$176,757ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$54,109TotalAmt
Management And General$54,109ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$68,500TotalAmt
Management And General$68,500ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$269,435,189TotalAmt
Program Services$266,588,342ProgramServicesAmt
Management And General$2,846,847ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,095,158TotalAmt
Program Services$150,230ProgramServicesAmt
Management And General$944,928ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,910,400TotalAmt
Program Services$5,926,527ProgramServicesAmt
Management And General$983,873ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,679,239TotalAmt
Program Services$3,551,185ProgramServicesAmt
Management And General$128,054ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$20,472,593TotalAmt
Program Services$18,989,089ProgramServicesAmt
Management And General$1,483,504ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$727,852TotalAmt
Program Services$568,868ProgramServicesAmt
Management And General$158,984ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,866TotalAmt
Program Services$1,866ProgramServicesAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$123,285TotalAmt
Program Services$123,285ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,176,433TotalAmt
Program Services$7,780,355ProgramServicesAmt
Management And General$396,078ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total-$1,936,033TotalAmt
Program Services-$1,973,746ProgramServicesAmt
Management And General$37,713ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$22,632,610$22,622,208$10,402
BAD DEBTS$3,643,642$3,643,642
MISCELLANEOUS$1,039,508$77,207$962,301

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$553,640,073TotalAmt
Program Services$529,029,793ProgramServicesAmt
Management And General$24,610,280ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$129,950BOYAmt
EOY$110,252EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$19,061,144BOYAmt
EOY$45,006,186EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,283,067BOYAmt
EOY$11,232,275EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$109,568BOYAmt
EOY$91,194EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,486,142BOYAmt
EOY$1,431,318EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,734,734BOYAmt
EOY$2,646,989EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$51,930,548LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$24,976,474LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$29,032,919BOYAmt
EOY$26,954,074EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,883,990BOYAmt
EOY$14,412,312EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$4,061,879BOYAmt
EOY$3,340,580EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$34,006,955BOYAmt
EOY$32,628,584EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$116,790,348BOYAmt
EOY$137,853,764EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$42,765,009BOYAmt
EOY$60,707,474EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$958,377BOYAmt
EOY$323,783EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,199,058BOYAmt
EOY$3,692,055EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,603,802BOYAmt
EOY$46,477,622EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$83,526,246BOYAmt
EOY$111,200,934EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$33,264,102BOYAmt
EOY$26,652,830EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$33,264,102BOYAmt
EOY$26,652,830EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$116,790,348BOYAmt
EOY$137,853,764EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,442,072ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$110,120NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$9,163,464OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$75,526CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,135CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,806CurrentTaxYearMinus1YearAmt
Current Tax Year$90,231CurrentTaxYearAmt
Total$296,448TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$298,666,539CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$296,216,113CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,845,340CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$428,741,753CurrentTaxYearMinus1YearAmt
Current Tax Year$554,028,832CurrentTaxYearAmt
Total$1,654,498,577TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$298,742,065CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$296,260,248CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$76,862,090CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$428,811,559CurrentTaxYearMinus1YearAmt
Current Tax Year$554,119,063CurrentTaxYearAmt
Total$1,654,795,025TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$1,654,795,025PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,296,656CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,126,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$714,844CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$720,784CurrentTaxYearMinus1YearAmt
Current Tax Year$721,632CurrentTaxYearAmt
Total$4,579,918TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,296,656CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,126,002CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$714,844CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$720,784CurrentTaxYearMinus1YearAmt
Current Tax Year$721,632CurrentTaxYearAmt
Total$4,579,918TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,423CurrentTaxYearMinus4YearsAmt
Total$7,423TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$300,046,144CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$297,386,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$77,576,934CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$429,532,343CurrentTaxYearMinus1YearAmt
Current Tax Year$554,840,695CurrentTaxYearAmt
Total$1,659,382,366TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99720PublicSupportCY509Pct
Public Support PY5090.99640PublicSupportPY509Pct
Investment Income CY0.00280InvestmentIncomeCYPct
Investment Income PY0.00350InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, SECTION A: PUBLIC SUPPORTFormAndLineReferenceDesc
ExplanationIN 2012 THE TAXPAYER CHANGED ITS YEAR END FROM SEPTEMBER 30 TO DECEMBER 31. TO EFFECT THE CHANGE, FORM 990 WAS FILED FOR THE PERIOD OCTOBER 1, 2012 THROUGH DECEMBER 31, 2012. THUS, THE INFORMATION IN SCHEDULE A, PART III, SECTION A FOR THE FISCAL YEAR BEGINNING IN 2012 IS FOR THE THREE MONTH PERIOD OCTOBER 1, 2012 THROUGH DECEMBER 31, 2012.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$14,500OtherActivitiesAmt
Total Lobbying Expenditures$14,500TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationRELIANT MEDICAL GROUP ENGAGED A LOBBYING FIRM WORKING WITH MASSACHUSETTS LEGISLATORS REGARDING HEALTH CARE REFORM.ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,538,999OtherCostOrOtherBasisAmt
Depreciation$10,421,209DepreciationAmt
Book Value$13,117,790BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$26,395,116OtherCostOrOtherBasisAmt
Depreciation$13,808,945DepreciationAmt
Book Value$12,586,171BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,996,433OtherCostOrOtherBasisAmt
Depreciation$746,320DepreciationAmt
Book Value$1,250,113BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$26,954,074TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (8 entries)

DescDescBook ValueBookValueAmt
DUE FROM AFFILIATES$183,640
DUE FROM SVH, HRP, FCHP, RX RISK POOL$2,676,311
INVESTMENT IN MAC$120,000
INVESTMENT IN 457B$10,952,596
A/R OTHER$6,782,133
RETROSPECTIVE PREMIUM ADJ$11,855,308
SECURITY DEPOSITS$12,003
MHEFA ACCOUNTS$46,593
FieldValueIRS element (for citing)
Total Book Value Other Assets$32,628,584TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
LTD DEFERRED COM 457B$10,952,596
RETIREMENT BENEFITS$394,113
PROFESSIONAL LIAB CLAIMS$6,001,686
DUE TO AFFILATE$14,334,151
FAIR VALUE OF INTEREST RATE SWAP$6,119
PENSION SETTLEMENT LIABILITY$14,788,957
FieldValueIRS element (for citing)
Total Liability$46,477,622TotalLiabilityAmt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Specific Services ProvidedINSURANCESpecificServicesProvidedTxt
Region Total Expenditures-$2,302,795RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent-$2,302,795SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent-$2,302,795TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1RELIANT MEDICAL GROUP FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 FRONT STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01608ZIPCd
FieldValueIRS element (for citing)
Recipient EIN222912515RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$78,715CashGrantAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS IN THE US. ALL GRANTS ARE MADE TO WELL KNOWN LOCAL 501(C)(3) ORGANIZATIONS. THE ORGANIZATION VERIFIES 501(C)(3) STATUS AND CORRESPONDENCE PROVIDED ALONG WITH THE GRANT STATES THE PURPOSE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROBERT BESSETTE MD
T'EE;VICE-CHAIR THRU 4.14; PHYSICIAN$329,728$0$6,415$0$18,406$0$22,950$0$19,950$0$397,449$0$0$0
CRAIG BEST MD
TRUSTEE THRU 4.14; PHYSICIAN$352,881$0$0$0$7,084$0$17,850$0$3,796$0$381,611$0$0$0
WILLIAM GAINES MD
TRUSTEE; PHYSICIAN$276,156$0$25,981$0$36,404$0$22,950$0$29,894$0$391,385$0$0$0
LEON JOSEPHS MD
T'EE;BOARD CHAIR EFF.10.14;PHYSICIAN$745,305$0$0$0$36,822$0$20,400$0$6,082$0$808,609$0$0$0
ROBERT KOSSACK MD
TRUSTEE; PHYSICIAN$223,465$0$8,732$0$3,564$0$18,455$0$21,138$0$275,354$0$0$0
SEEMA NARAVANE MD
T'EE;VICE-CHAIR EFF.4.14; PHYSICIAN$163,258$0$9,680$0$40,123$0$13,113$0$21,486$0$247,660$0$0$0
JOHN SCHNEEWEIS MD
TRUSTEE; CLERK; PHYSICIAN$259,268$0$29,321$0$19,981$0$22,950$0$24,535$0$356,055$0$0$0
JOSEPH SIDARI MD
TRUSTEE (EFF. 4.14); PHYSICIAN$607,290$0$9,419$0$30,710$0$17,850$0$30,299$0$695,568$0$0$0
ROBERT YOOD MD
T'EE/BOARD CHAIR THRU 9.14;PHYSICIAN$323,347$10,000$7,274$0$33,031$0$22,950$0$20,249$0$406,851$10,000$0$0
ERIC BUEHRENS
COO$510,158$0$0$0$3,168$0$0$0$18,776$0$532,102$0$0$0
ARMIN ERNST MD
PRESIDENT AND CEO$617,619$0$0$0$20,122$0$7,796$0$28,718$0$674,255$0$0$0
MARC-DAVID MUNK MD
CMO$405,186$0$0$0$18,640$0$0$0$21,674$0$445,500$0$0$0
BRUCE PLUMMER
CFO; EXEC VP BUSINESS DEV.$427,238$0$0$0$28,504$0$20,400$0$19,405$0$495,547$0$0$0
STEPHEN KNOX
VP, ANCILLARY SERVICES$202,771$0$6,150$0$4,558$0$13,125$0$7,972$0$234,576$0$0$0
NINAD SAMANT MD
CHAIR ADULT GENERAL MEDICINE$338,603$0$5,000$0$2,760$0$17,850$0$23,314$0$387,527$0$0$0
STEPHEN SMITH MD
REGIONAL MEDICAL DIR. (EFF. 5.14)$380,956$0$17,310$0$1,240$0$22,950$0$22,764$0$445,220$0$0$0
PAUL ARCAND MD
PHYSICIAN VASCULAR SURGERY$651,805$0$750$0$18,400$0$17,850$0$23,860$0$712,665$0$0$0
WILLIAM BALCOM MD
CHAIR DEPT OF ORTHOPEDICS$991,991$0$0$0$19,822$0$17,850$0$21,778$0$1,051,441$0$0$0
MICHAEL KELFER MD
DIV. CHIEF GASTROENTEROLOGY$735,126$0$2,267$0$18,748$0$22,950$0$23,538$0$802,629$0$0$0
MARK STOKER MD
CHAIR SURGICAL SPECIALTIES$703,550$10,000$13,991$0$29,822$0$22,950$0$22,479$0$792,792$10,000$0$0
JONATHAN TAYLOR MD
PHYSICIAN GASTROENTEROLOGY$687,431$0$2,267$0$18,742$0$17,850$0$24,615$0$750,905$0$0$0
ROBERT BLACK MD
FORMER CLERK; PHYSICIAN$336,027$0$6,670$0$6,672$0$22,950$0$28,730$0$401,049$0$0$0
STEPHEN DOLAT
FORMER EXEC. VP CLINIC OP.$0$0$0$0$211,014$0$0$0$0$0$211,014$0$211,014$0
STEPHEN PEZZELLA MD
CHAIR MEDICAL SPECIALTIES$545,400$0$10,222$0$27,139$0$22,950$0$15,522$0$621,233$0$0$0
ROBIN RICHMAN MD
FORMER CMO$0$0$0$0$136,940$0$0$0$0$0$136,940$0$136,940$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationSCHEDULE J, QUESTION 4A - INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A WHO RECEIVED SEVERANCE PAYMENTS IN 2014. STEPHEN DOLAT, FORMER EVP,CLINIC OPERATIONS - $211,014 PAID IN 2014 ROBIN RICHMAN, FORMER CMO - $136,940 PAID IN 2014ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MASSACHUSETTS DEVELOPMENT FINANCE AGENCY (NOTE 1)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN042456011BondIssuerEIN
CUSIP57586CU86CUSIPNum
Bond Issued2008-03-18BondIssuedDt
Issue Price$10,000,000IssuePriceAmt
PurposeEQUIPMENT ACQUISITIONS (NOTE 2)PurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool FinancingYes (1)PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Bond Defeased$6,307,945BondDefeasedAmt
Total Proceeds$10,000,000TotalProceedsAmt
In Reserve Fund$36,755InReserveFundAmt
Issuance Costs From Proceeds$107,331IssuanceCostsFromProceedsAmt
Capital Expenditures$9,798,069CapitalExpendituresAmt
Substantial Completion2009SubstantialCompletionYr
Current Refunding0CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropYes (1)ChangeInUseBondFinancedPropInd
Change In Use Bond Financed Prop0.02540ChangeInUseBondFinancedPropPct
Remedial Action TakenYes (1)RemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And RecYes (1)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1TD BANKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge7.000000000000TermOfHedgePct
Superintegrated Hedge0SuperintegratedHedgeInd
Hedge Terminated0HedgeTerminatedInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, LINE A, COLUMN (A)NOTE 1 - THE ORIGINAL ISSUER OF THE BONDS WAS MASSACHUSETTS HEALTH AND EDUCATIONAL FACILITIES AUTHORITY (MHEFA). IN OCTOBER, 2010, MHEFA MERGED INTO THE MASSACHUSETTS DEVELOPMENT FINANCE AGENCY.
SCHEDULE K, PART I, LINE A, COLUMN (F)NOTE 2 - RELIANT MEDICAL GROUP PURCHASED, REPLACED AND/OR UPGRADED CLINICAL AND NON-CLINICAL EQUIPMENT, INCLUDING INFORMATION TECHNOLOGY HARDWARE AND SOFTWARE LICENSES FOR ITS ELECTRONIC HEALTH RECORDS SYSTEM,AND ALSO PERFORMED LEASEHOLD IMPROVEMENTS. RELIANT MEDICAL GROUP WAS ONE OF THREE RECIPIENTS OF A POOLED LOAN PROGRAM ISSUE. FORM 8038 REPORTS THE TOTAL OF THE THREE RECIPIENTS, $28,500,000. RELIANT MEDICAL GROUP'S SHARE OF THE PROCEEDS WAS $10,000,000 AND HAS BEEN PROPERLY REPORTED ON SCHEDULE K PART I, BOX E.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
STATEMENT 1 - DESCRIPTION OF ORGANIZATION MISSIONFORM 990, PART I, LINE 1 TO PROVIDE COMPASSIONATE AND HIGH-QUALITY HEALTH CARE AND HEALTH EDUCATION TO PATIENTS AND OTHER MEMBERS OF THE COMMUNITY.
STATEMENT 2FORM 990, PART III, LINE 4A, PROGRAM SERVICE RELIANT MEDICAL GROUP (FORMERLY FALLON CLINIC, INC.) IS A MULTI-SPECIALTY MEDICAL GROUP PRACTICE OF 303 PHYSICIANS AND 232 OTHER PRACTICE CLINICIANS THAT PROVIDES PATIENTS WITH A WIDE RANGE OF MEDICAL AND SURGICAL SERVICES THROUGH A NETWORK OF MORE THAN 20 SITES THROUGHOUT CENTRAL MASSACHUSETTS. THE GROUP'S SERVICES ARE SUPPORTED BY CUTTING-EDGE TECHNOLOGIES AND SERVICE-ORIENTED PROCESSES. THE GROUP PROMOTES THE HEALTH OF THE COMMUNITIES IT SERVES BY PROVIDING CLINICALLY SUPERIOR, INTEGRATED HEALTH CARE SERVICES FOR THE PREVENTION, DIAGNOSIS, AND TREATMENT OF DISEASE. THE GROUP'S SERVICES INCLUDE PROVIDING PATIENTS AND OTHER MEMBERS OF THE COMMUNITY WITH ACCESS TO DISEASE-MANAGEMENT SUPPORT GROUPS, AND HEALTH EDUCATION VIA PHYSICIAN LECTURES AND CONTRIBUTIONS TO THE HEALTH AND FITNESS SECTION OF THE REGION'S LARGEST DAILY NEWSPAPER. MANY OF THE GROUP'S PHYSICIANS ARE HIGHLY ENGAGED IN TEACHING RESIDENTS AND INTERNS IN BOTH HOSPITAL AND OFFICE SETTINGS. ADDITIONALLY, MANY PHYSICIANS AND OTHER EMPLOYEES PARTICIPATE IN RESEARCH ACTIVITIES AIMED AT IMPROVING HEALTH CARE SERVICES FOR THE BENEFIT OF THE WHOLE COMMUNITY. WITH MORE THAN 1.4 MILLION ENCOUNTERS, INCLUDING APPROXIMATELY 173,000 MEDICAID AND 382,000 MEDICARE VISITS IN THE MOST RECENT FULL YEAR, THE GROUP PROVIDES OVER 100 HEALTH CARE PROGRAMS AND SERVICES AND CARES FOR APPROXIMATELY 292,000 PATIENTS. THE GROUP WAS ONE OF THE FIRST CLINIC-TYPE ORGANIZATIONS TO ENTER INTO MEDICARE AND MEDICAID MANAGED CARE CONTRACTS, AND HAS ONE OF THE LARGEST PANELS OF SUCH PATIENTS IN MASSACHUSETTS. THE GROUP ALSO PROVIDES APPROXIMATELY $4 MILLION PER YEAR IN UNCOMPENSATED CARE. EACH YEAR THE GROUP SUPPORTS A WIDE RANGE OF NON-PROFIT ENDEAVORS, INCLUDING EVENTS THAT RAISE FUNDS FOR THE ONGOING RESEARCH AND TREATMENT OF MAJOR DISEASES (I.E., HEART WALK, RELAY FOR LIFE, NATIONAL CANCER SURVIVORS' DAY, ETC.), AS WELL AS COMMUNITY-BASED CULTURAL AND FAMILY-CENTERED ACTIVITIES THROUGHOUT THE GROUP'S SERVICE AREA. RELIANT MEDICAL GROUP CONTINUED TO BE A WELL-RECOGNIZED MASSACHUSETTS COMPANY OVER THE PAST YEAR. RELIANT RECEIVED THE ACHIEVERS "50 MOST ENGAGED WORKPLACES" AWARD, WHICH RECOGNIZES TOP EMPLOYERS THAT DISPLAY LEADERSHIP AND INNOVATION IN ENGAGING THEIR WORKPLACES. RELIANT WAS ALSO INCLUDED IN THE BECKER'S HOSPITAL REVIEW "150 GREAT PLACES TO WORK IN HEALTHCARE" LIST, WHICH RECOGNIZES ORGANIZATIONS FOR THEIR WORKPLACE CULTURE, BENEFITS, PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND OVERALL WORKPLACE EXCELLENCE. IN APRIL RELIANT TOOK HOME THE BOSTON BUSINESS JOURNAL'S "BEST PLACES TO WORK" AWARD FOR THE THIRD STRAIGHT YEAR, WHICH HONORS COMPANIES FOR CREATING A POSITIVE WORK ENVIRONMENT THAT ATTRACTS AND RETAINS EMPLOYEES. IN 2013, THE HEALTHCARE INFORMATION AND MANAGEMENT SYSTEMS SOCIETY AWARDED RELIANT MEDICAL GROUP A STAGE 7 AMBULATORY AWARD, THE HIGHEST LEVEL ON THE ELECTRONIC MEDICAL RECORD ADOPTION MODEL , WHICH IS USED TO TRACK EMR PROGRESS AT HOSPITALS AND HEALTH SYSTEMS. ALSO IN 2013, ATRIUS HEALTH (RELIANT MEDICAL GROUP'S PARENT) WAS NAMED BY BECKER'S HOSPITAL REVIEW AS ONE OF THE "100 ACCOUNTABLE CARE ORGANIZATIONS (ACOS) TO KNOW" IN 2013. THESE AWARDS ARE A TESTAMENT TO THE MANY POSITIVE ATTRIBUTES OF RELIANT MEDICAL GROUP.
FORM 990, PART VI, SECTION A, LINE 1BYLAWS STATE THAT PHYSICIAN TRUSTEE TERMS WILL NOT EXCEED 9 CONSECUTIVE YEARS. ALTHOUGH THE BOARD ELECTED A CURRENT TRUSTEE AS BOARD CHAIR IN FY11, A RE-ELECTION TO HIS CURRENT TRUSTEE SEAT WOULD HAVE RESULTED IN HIM SERVING IN EXCESS OF THE 9 YEAR TERM LIMIT. THE BOARD VOTED TO KEEP THE TRUSTEE ON IN BOARD CHAIR CAPACITY AS A VOTING MEMBER, AND ANOTHER EMPLOYED PHYSICIAN WAS ELECTED TO THE TRUSTEE POSITION HE VACATED. THIS CREATED AN EQUAL NUMBER OF PHYSICIAN TRUSTEES AND COMMUNITY TRUSTEES. THE BOARD CHAIR WAS REPLACED EFFECTIVE OCTOBER 1, 2014; AT THE END OF FY14 THERE WAS A MAJORITY OF COMMUNITY TRUSTEES SERVING ON THE BOARD.
FORM 990, PART VI, SECTION A, LINE 2SUSAN MAILMAN, CRAIG BEST MD AND LEON JOSEPHS, MD HAD A BUSINESS RELATIONSHIP SINCE THEY SERVED JOINTLY ON THE BOARD OF MASSACHUSETTS ASSURANCE COMPANY, LTD. ROBERT YOOD MD, ARMIN ERNST MD, LEON JOSEPHS, MD AND JOHN SCHNEEWEIS MD HAD A BUSINESS RELATIONSHIP SINCE THEY SERVED JOINTLY ON THE BOARD OF ASPECTUS, INC. ROBERT YOOD MD AND DIANE LECLAIR HAD A BUSINESS RELATIONSHIP SINCE THEY SERVED JOINTLY ON THE BOARD OF ATRIUS HEALTH, INC.
FORM 990, PART VI, SECTION A, LINE 4PURSUANT TO A CERTAIN WITHDRAWAL AGREEMENT AND IN ACCORDANCE WITH ATRIUS HEALTH BYLAWS, RELIANT MEDICAL EXERCISED ITS RIGHT TO WITHDRAW FROM ATRIUS HEALTH EFFECTIVE JANUARY 1, 2015. AS A RESULT OF THIS WITHDRAWAL AND THE NEGOTIATED WITHDRAWAL AGREEMENT, RELIANT MEDICAL PHYSICIAN TRUSTEES WERE ONLY PERMITTED TO PARTICIPATE IN BOARD MATTERS THAT WERE NOT RELATED TO THE ATRIUS HEALTH MERGER. IN ACCORDANCE WITH THE WITHDRAWAL AGREEMENT, EXECUTED AS OF OCTOBER 17, 2014, RELIANT MEDICAL NO LONGER APPOINTED PHYSICIAN TRUSTEES TO THE ATRIUS BOARD AND THE BYLAWS WERE AMENDED TO REFLECT THIS CHANGE.
FORM 990, PART VI, SECTION A, LINE 6EMPLOYED MDS, DOS AND DPMS ARE ELIGIBLE TO BECOME VOTING MEMBERS OF THE ORGANIZATION. THEY MUST BE EMPLOYED FOR 2 FULL YEARS AND MEET SPECIFIC ELIGIBILITY CRITERIA PRIOR TO BEING APPROVED BY MEDICAL LEADERSHIP. POTENTIAL MEMBERS ARE THEN PLACED ON A BALLOT AND MUST RECEIVE A MAJORITY VOTE OF THE MEMBERS IN ATTENDANCE AT A MEETING CALLED FOR SUCH PURPOSE. ATRIUS HEALTH BECAME THE SOLE CORPORATE MEMBER OF RELIANT MEDICAL GROUP ON OCTOBER 1, 2011. ON JUNE 30, 2014, RELIANT'S PHYSICIAN MEMBERS VOTED TO WITHDRAW FROM ATRIUS HEALTH TO BE EFFECTIVE AT A LATER DATE. NOTICE WAS GIVEN TO ATRIUS ON 7/1/14. A WITHDRAWAL AGREEMENT DATED 10/17/14 WAS SIGNED BY RELIANT AND ATRIUS, WITH AN EFFECTIVE DATE OF WITHDRAWAL OF 1/1/15.
FORM 990, PART VI, SECTION A, LINE 7APER BYLAWS, CURRENT VOTING MEMBERS OF THE ORGANIZATION NOMINATE OTHER VOTING MEMBERS FOR ELECTION TO OPEN BOARD SEATS EACH YEAR. NOMINEES MAY ACCEPT OR DECLINE THE NOMINATION; THOSE WHO ACCEPT ARE PLACED ON A WRITTEN BALLOT AND ELECTED BY A MAJORITY VOTE OF MEMBERS AT EACH ANNUAL MEETING OF THE ORGANIZATION. ATRIUS HEALTH BECAME THE SOLE CORPORATE MEMBER OF RELIANT MEDICAL GROUP ON OCTOBER 1, 2011. THE CORPORATE MEMBER HAS THE AUTHORITY TO APPROVE, OR DISAPPROVE, THE SELECTION OR REMOVAL OF AT LEAST 50% BUT LESS THAN 80% OF RELIANT TRUSTEES ON AN ANNUAL BASIS. ON JUNE 30, 2014, RELIANT'S PHYSICIAN MEMBERS VOTED TO WITHDRAW FROM ATRIUS HEALTH TO BE EFFECTIVE AT A LATER DATE. NOTICE WAS GIVEN TO ATRIUS ON 7/1/14. A WITHDRAWAL AGREEMENT DATED 10/17/14 WAS SIGNED BY RELIANT AND ATRIUS, WITH AN EFFECTIVE DATE OF WITHDRAWAL OF 1/1/15.
FORM 990, PART VI, SECTION A, LINE 7BANY RECOMMENDED CHANGES TO THE ORGANIZATION'S ARTICLES OR BYLAWS MUST BE APPROVED BY A MAJORITY VOTE OF EXISTING VOTING MEMBERS, IN ADDITION TO ANY MERGER OR CONSOLIDATION WITH ANOTHER ENTITY. EFFECTIVE OCTOBER 1, 2011, THE SOLE CORPORATE MEMBER (ATRIUS HEALTH) MUST APPROVE CERTAIN ACTIONS OF RELIANT'S BOARD, WHICH INCLUDE AMENDING ARTICLES OR BYLAWS, ADOPTION OF BUDGETS, SALE OR DISPOSITION OF MATERIAL ASSETS, MERGERS, CONSOLIDATIONS OR AFFILIATIONS AFFECTING GOVERNANCE, LIQUIDATION, DISSOLUTION OR RESTRUCTURING, ADOPTION OF COMPENSATION STRUCTURE AND RANGES FOR EMPLOYED TRUSTEES, PHYSICIAN MEMBERS AND ADMINISTRATIVE OBSERVERS. THEY MUST ALSO APPROVE OR DISAPPROVE THE SELECTION OR REMOVAL OF AT LEAST FIFTY PERCENT BUT LESS THAN EIGHTY PERCENT OF RELIANT TRUSTEES ON AN ANNUAL BASIS. ON JUNE 30, 2014, RELIANT'S PHYSICIAN MEMBERS VOTED TO WITHDRAW FROM ATRIUS HEALTH TO BE EFFECTIVE AT A LATER DATE. NOTICE WAS GIVEN TO ATRIUS ON 7/1/14. A WITHDRAWAL AGREEMENT DATED 10/17/14 WAS SIGNED BY RELIANT AND ATRIUS, WITH AN EFFECTIVE DATE OF WITHDRAWAL OF 1/1/15.
FORM 990, PART VI, SECTION B, LINE 11RELIANT MEDICAL GROUP HAS ENGAGED AN OUTSIDE TAX/ACCOUNTING FIRM TO ASSIST IN THE PREPARATION AND REVIEW OF ITS 2014 FORM 990. AN INTERNAL STAFF COMPRISED OF RELIANT MEDICAL GROUP'S CONTROLLER, CORPORATE PARALEGAL, CHAIRPERSON OF COMPENSATION COMMITTEE, AND ACCOUNTING STAFF WORK IN CONCERT WITH THE OUTSIDE FIRM TO COMPLETE ITS TAX FORM. THE AUDIT AND COMPLIANCE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY BY THE BOARD OF TRUSTEES TO OVERSEE THE PREPARATION AND REVIEW OF THE FORM 990. UPON COMPLETION OF A DRAFT FORM 990, THE CONTROLLER REVIEWS THE FORM IN ITS ENTIRETY WITH THE COMMITTEE, PRESENTING MAJOR HIGHLIGHTS AND ISSUES, IF ANY, AND THEN A FORMAL APPROVAL OF THE 990 FORM IS MADE. A FINAL DRAFT OF FORM 990 IS SUBSEQUENTLY PROVIDED IN EITHER HARD COPY OR ELECTRONIC FORM TO THE BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CMONITORING ANNUALLY, EACH TRUSTEE COMPLETES AND SUBMITS A CONFLICT OF INTEREST (COI) DISCLOSURE STATEMENT. STATEMENTS ARE REVIEWED AS FOLLOWS: THE CEO'S COI IS REVIEWED BY THE CHAIRMAN OF THE BOARD WITH COPY TO EXTERNAL CORPORATE COUNSEL; THE CHAIRMAN'S COI IS REVIEWED BY THE CEO WITH A COPY TO EXTERNAL CORPORATE COUNSEL; INDEPENDENT TRUSTEES' COI'S ARE REVIEWED BY THE CHAIRMAN OR THE CEO WITH COPIES TO EXTERNAL CORPORATE COUNSEL; PHYSICIAN TRUSTEES & SENIOR STAFFS' COI'S ARE REVIEWED BY THE CHAIRMAN OF AUDIT/ COMPLIANCE COMMITTEE OR THE CEO WITH COPIES OF POTENTIAL CONFLICTS COMMUNICATED TO THE CEO AND EXTERNAL CORPORATE COUNSEL. AFTER REVIEW, COIS ARE FILED AND MAINTAINED BY THE ASSISTANT CLERK. ENFORCEMENT IF AN INTERESTED INDIVIDUAL PRESENTS AN ITEM AT A BOARD MEETING, HE/SHE IS REQUIRED TO LEAVE THE MEETING DURING DISCUSSION AND VOTING ON ANY TRANSACTION WHICH MAY RESULT IN A CONFLICT. ANY DISCLOSURE OF A FINANCIAL INTEREST OR CONFLICT OF INTEREST MUST BE DETAILED IN THE MEETING MINUTES. WHO IS COVERED THE ORGANIZATION'S CONFLICT OF INTEREST DISCLOSURE STATEMENT COVERS EACH MEMBER OF THE ORGANIZATION'S BOARD OF TRUSTEES, THE CEO AND SENIOR MANAGEMENT.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION PROGRAMS FOR RELIANT MEDICAL GROUP OFFICERS AND KEY EMPLOYEES AND THE PHYSICIAN COMPENSATION MODELS ARE PREPARED IN COMPLIANCE WITH IRS GUIDELINES. THE PROCESS ESTABLISHED BY THE BOARD OF TRUSTEES ALLOWS FOR THE COMPENSATION COMMITTEE TO HANDLE THE REVIEW AND APPROVAL OF THE COMPENSATION PACKAGE FOR THE CEO, THE EXECUTIVE MANAGEMENT TEAM, ALL PHYSICIANS WHO WILL POTENTIALLY EARN MORE THAN 95% OF THE COMPARABLE LEVEL OF PAY REPORTED IN A NATIONALLY RECOGNIZED COMPENSATION PHYSICIAN SURVEY, STIPENDS FOR MEMBERS OF THE BOARD OF TRUSTEES, AND ANY OTHER MATTERS SO DESIGNATED TO COME BEFORE THE COMMITTEE. THE COMMITTEE MEETS QUARTERLY AND AS NEEDED TO HANDLE ANY MATTER THAT REQUIRES ATTENTION IN A TIMELY MANNER. COMPENSATION DECISIONS BY THE COMMITTEE ARE MADE IN ADVANCE OF IMPLEMENTATION, AND ARE PROPERLY DOCUMENTED ON A TIMELY BASIS IN COMMITTEE MINUTES. THE COMMITTEE USES THE SERVICES OF AN INDEPENDENT, OUTSIDE CONSULTING FIRM TO PROVIDE BACKGROUND INFORMATION AS WELL AS LOCAL AND REGIONAL COMPARISON DATA ON THE AREAS OF OVERSIGHT OF THE COMMITTEE. THE CONSULTANT IS AVAILABLE AT ALL TIMES TO CONSIDER MATTERS WHICH REQUIRE HIS INPUT FOR THE COMMITTEE'S QUESTIONS. THE COMMITTEE CONDUCTS ITS DELIBERATIONS AND REPORTS TO THE FULL BOARD AT EACH MEETING. THE PROCESS WAS LAST COMPLETED IN AUGUST 2014.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VII, COMPENSATION OF LISTED PERSONSBOARD MEMBERS RECEIVE ANNUAL STIPENDS OF $6,000 FOR THEIR ACTIVE ROLE AS A TRUSTEE. THEY ALSO RECEIVE $1,000 PER BOARD MEETING ATTENDED AND $500 PER BOARD APPOINTED COMMITTEE MEETING ATTENDANCE. THE OFFICER WHO SERVES AS VICE CHAIR RECEIVES AN ADDITIONAL $5,000 FOR THEIR ROLE AS AN OFFICER. ALL OTHER COMPENSATION DISCLOSED IS EARNED WHILE PERFORMING NORMAL JOB FUNCTIONS.
FORM 990, PART IX, LINE 11GMEDICAL REFERRAL COSTS (CAPITATION CONTRACTS): PROGRAM SERVICE EXPENSES 266,525,987. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 266,525,987. OTHER: PROGRAM SERVICE EXPENSES 62,355. MANAGEMENT AND GENERAL EXPENSES 2,846,847. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,909,202.
FORM 990, PART XI, LINE 9:CHANGE IN PENSION FUNDING OBLIGATION -9,121,393. RETIREE MEDICAL AOCI CHANGE -82,604. CHANGE IN VALUE OF INTEREST RATE SWAP 40,533.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NEW ENGLAND SURGICAL CENTER FOR OUTPATIENT ENDOSCOPY LLC
100 FRONT STREETWORCESTERMA01608205251393AMBULATORY SURGICAL CENTERMA$6,199,468$14,788,894RELIANT MEDICAL GROUP INC
SURGICAL EYE EXPERTS OF NEW ENGLAND LLC
100 FRONT STREETWORCESTERMA01608651321064AMBULATORY SURGICAL CENTERMA$1,988,273$4,606,104RELIANT MEDICAL GROUP INC
IN STYLE OPTICAL LLC
100 FRONT STREETWORCESTERMA01608273296953OPTICALMA$3,279,793$1,834,771RELIANT MEDICAL GROUP INC
EASYCARE PHARMACY LLC
100 FRONT STREETWORCESTERMA01608454771103RETAIL PHARMACYMA$12,065,681$0RELIANT MEDICAL GROUP INC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
RELIANT MEDICAL GROUP FOUNDATION INC
100 FRONT STREETWORCESTERMA01608222912515FUNDRAISINGMA501(C)(3)LINE 7RELIANT MEDICAL GROUP INCYes (1)
ATRIUS HEALTH INC
275 GROVE STREET SUITE 3-300NEWTONMA02466100803117ORGANIZE AND INTEGRATE HEALTHCARE DELIVERYMA501(C)(3)LINE 90N/A
HARVARD VANGUARD MEDICAL ASSOCIATES INC
275 GROVE STREET SUITE 3-300NEWTONMA02466043397450MULTI-SPECIALTY MEDICAL GROUPMA501(C)(3)LINE 9ATRIUS HEALTH INCYes (1)
GRANITE MEDICAL GROUP INC
500 CONGRESS STREETQUINCYMA02169043341331MULTI-SPECIALTY MEDICAL GROUPMA501(C)(3)LINE 9ATRIUS HEALTH INCYes (1)
DEDHAM MEDICAL ASSOCIATES INC
ONE LYONS STREETDEDHAMMA02026043136240MULTI-SPECIALTY MEDICAL GROUPMA501(C)(3)LINE 9ATRIUS HEALTH INCYes (1)
SOUTH SHORE MEDICAL CENTER INC
141 LONGWATER DRIVENORWELLMA02061042297845MULTI-SPECIALTY MEDICAL GROUPMA501(C)(3)LINE 9ATRIUS HEALTH INCYes (1)
SOUTHBORO MEDICAL GROUP INC
24 NEWTON STREETSOUTHBOROMA01772042487729MULTI-SPECIALTY MEDICAL GROUPMA501(C)(3)LINE 9ATRIUS HEALTH INCYes (1)
ATRIUS HEALTH FOUNDATION INC
275 GROVE STREET SUITE 3-300NEWTONMA02466264517944SUPPORT ATRIUS HEALTH AND ITS SUPPORTING ORGANIZATIONSMA501(C)(3)LINE 11A, IATRIUS HEALTH INCYes (1)
LAKEVIEW MEDICAL INC
42 SOUTHBRIDGE STREETAUBURNMA01501043106404MEDICAL EQUIPMENT SUPPLIERMA501(C)(3)LINE 11A, IRELIANT MEDICAL GROUP INCYes (1)
VISITING NURSE ASSOCIATION OF BOSTON INC
500 RUTHERFORD AVENUECHARLESTOWNMA02129042105800HOME HEALTH CAREMA501 (C)(3)LINE 9VISITING NURSE ASSN OF BOSTON FOUNDATION INCYes (1)
VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION INC
500 RUTHERFORD AVENUECHARLESTOWNMA02129042880614FUND RAISINGMA501 (C)(3)LINE 7VNA CARE NETWORK FOUNDATION INCYes (1)
VNA HOSPICE CARE INC
100 TRADE CENTER SUITE G-500WOBURNMA01801042658051HOSPICE CAREMA501 (C)(3)LINE 9VISITING NURSE ASSN OF BOSTON FOUNDATION INCYes (1)
VISITING NURSE ASSOCIATION OF BOSTON MANAGEMENT RESOURCES INC
500 RUTHERFORD AVENUECHARLESTOWNMA02129042880108MANAGEMENT SERVICESMA501 (C)(3)LINE 9VISITING NURSE ASSN OF BOSTON FOUNDATION INCYes (1)
VNA CARE HOSPICE INC
120 THOMAS STREETWORCESTERMA01608043217872HOSPICE CAREMA501 (C)(3)LINE 9VNA CARE NETWORK FOUNDATION INCYes (1)
VNA CARE NETWORK FOUNDATION INC
120 THOMAS STREETWORCESTERMA01608042794849MANAGEMENT SERVICESMA501 (C)(3)LINE 9ATRIUS HEALTH INCYes (1)
VNA CARE NETWORK INC
120 THOMAS STREETWORCESTERMA01608042103825HOME HEALTH CAREMA501 (C)(3)LINE 9VNA CARE NETWORK FOUNDATION INCYes (1)
VNA CARE ADVANTAGE INC
120 THOMAS STREETWORCESTERMA01608042953171DAY CAREMA501 (C)(3)LINE 9VNA CARE NETWORK FOUNDATION INCYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACd
VENTURE 2-BRN LLC
275 GROVE STREET SUITE 3-300NEWTONMA02466205842227MRI SERVICESMAN/A
VENTURE 3-WW LLC
275 GROVE STREET SUITE 3-300NEWTONMA02466208676840INACTIVEMAN/A
VENTURE 4-WW2 LLC
275 GROVE STREET SUITE 3-300NEWTONMA02466262783850DIGITAL MAMMOGRAPHY, ULTRASOUND AND BONE DENSITYMAN/A
VENTURE V-90 LIBBY LLC
275 GROVE STREET SUITE 3-300NEWTONMA02466274351500GASTROINTES- TINAL ENDOSCOPIC SERVICESMAN/A
HOME STAFF LLC
40 MILLBROOK STREETWORCESTERMA01606421757904HOME CAREMAN/A
DEDHAM MEDICAL URGENT CARE CTR AFFILIATED WITH BID MEDICAL CTR LLC
1177 PROVIDENCE HWYNORWOODMA02062463745783URGENT HEALTH CARE SERVICESMAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdShare Of EOY AssetsShareOfEOYAssetsAmtDirect Controlling NADirectControllingNACd
ASPECTUS INC
100 FRONT STREETWORCESTERMA01608043403101INACTIVEMARELIANT MEDICAL GROUP INCC1.00000Yes (1)
MASSACHUSETTS ASSURANCE COMPANY LTD
980469895INSURANCERELIANT MEDICAL GROUP INCC1.00000Yes (1)FIRST CARIBBEAN HOUSEGEORGETOWNGRAND CAYMANCJCJ$40,891,705
VNA PRIVATE CARE INC
350 GRANITE STREET UNIT 1104BRAINTREEMA02184201916670PRIVATE DUTY HOME CAREMAC0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LAKEVIEW MEDICAL INC
L$476,410COST
MASSACHUSETTS ASSURANCE COMPANY LTD
Q$5,638,169ACTUARIAL
RELIANT MEDICAL GROUP FOUNDATION INC
B$78,715BOARD APPROVAL
RELIANT MEDICAL GROUP FOUNDATION INC
C$90,231BOARD APPROVAL
RELIANT MEDICAL GROUP FOUNDATION INC
L$248,143COST
ATRIUS HEALTH INC
M$2,050,417CONTRACT/ASSESSMENT
LAKEVIEW MEDICAL INC
E$14,334,151BOARD APPROVAL
HARVARD VANGUARD MEDICAL ASSOCIATES INC
L$70,944COST
HARVARD VANGUARD MEDICAL ASSOCIATES INC
M$358,170COST