POINT32HEALTH FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- POINT32HEALTH FOUNDATION INC (EIN 26-1374263)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349302380
- Schema version
- 2013v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T08:59:31-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE STE 4000 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261374263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tufts Health Plan Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % UMESH KURPAD | InCareOfNm |
| Business Name Control | TUFT | BusinessNameControlTxt |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 024721508 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMESH A KURPAD | PersonNm |
| Person Title | CF0 | PersonTitleTxt |
| Signature | 2014-11-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN PITCHKITES | PreparerPersonNm |
| PTIN | P00362066 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | James Roosevelt Jr | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Mount Auburn Street | AddressLine1 |
| City | Watertown | City |
| State | MA | State |
| ZIP Code | 024721508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,285,586 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TUFTSHEALTHPLANFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S MISSION IS TO PROMOTE HEALTHY LIFESTYLES AND THE DELIVERY OF QUALITY HEALTHCARE IN OUR COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $87,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,458,852 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,242,204 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,546,352 | PYTotalRevenueAmt |
| CY Total Revenue | $6,242,204 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,895,641 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,482,924 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $432,182 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $608,961 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $687,424 | PYOtherExpensesAmt |
| CY Other Expenses | $794,990 | CYOtherExpensesAmt |
| PY Total Expenses | $4,015,247 | PYTotalExpensesAmt |
| CY Total Expenses | $4,886,875 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,468,895 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,355,329 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,606,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,116,219 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $201,031 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $263,429 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,405,206 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $72,852,790 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,427,418 | ExpenseAmt |
| Grant | $3,480,204 | GrantAmt |
| Desc | SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,460 | ExpenseAmt |
| Grant | $2,720 | GrantAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,430,878 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMESH KURPAD | PersonNm |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 024721508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | OfficerOfficerInd | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID GREEN | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $2,000 | ||||
| JACKIE JENKINS-SCOTT | ||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $500 | $28,500 | |||
| VINCENT MOR | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $1,000 | ||||
| THOMAS P O'NEILL III | ||||||||
| DIRECTOR | 4.0 | 4.0 | Yes (X) | $2,500 | $30,500 | |||
| JAMES ROOSEVELT | ||||||||
| PRESIDENT/DIRECTOR | 0.0 | 50.0 | Yes (X) | $0 | $1,998,817 | Yes (X) | $294,031 | |
| GEORGE A RUSSELL JR | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $2,500 | ||||
| BARBARA SHATTUCK KOHN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $1,500 | ||||
| STEVEN A TOLMAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | ||||
| ELIZABETH A WALKER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $500 | ||||
| DAVID ABELMAN ESQ | ||||||||
| FORMER PRESIDENT UNTIL 8/28/13 | 13.0 | 37.0 | Yes (X) | $0 | $530,899 | Yes (X) | $39,027 | |
| PATRICIA BLAKE | ||||||||
| DIRECTOR | 0.0 | 50.0 | Yes (X) | $0 | $693,811 | $39,486 | ||
| LOIS CORNELL | ||||||||
| CLERK | 0.0 | 50.0 | $0 | $801,519 | Yes (X) | $46,819 | ||
| ROLAND PRICE | ||||||||
| TREASURER | 5.0 | 45.0 | $0 | $297,638 | Yes (X) | $68,594 | ||
| UMESH KURPAD | ||||||||
| CFO | 0.0 | 50.0 | $0 | $846,031 | Yes (X) | $64,450 | ||
| ANNE MARIE BOURISQUOT-KING | ||||||||
| DIRECTOR-GRANTS & OPERATIONS | 50.0 | 0.0 | $0 | $154,629 | $29,239 | Yes (X) | ||
| RUTH PALUMBO | ||||||||
| SR PRGRM & HLTH POLICY OFFICER | 50.0 | 0.0 | $0 | $98,955 | $8,799 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,481,299 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $590,445 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TCC Group Inc | |||||
| 31 WEST 27TH STREET | NEW YORK | NY | 10001 | CONSULTING | $110,534 |
| Prime Buchholz Associates | |||||
| 273 CORPORATE DRIVE | PORTSMOUTH | NH | 03801 | INVSMT CONSULTING | $105,239 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $578,477 | TotalRevenueColumnAmt |
| Exclusion | $578,477 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,707,109 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,043,382 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,663,727 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,663,727 | TotalRevenueColumnAmt |
| Exclusion | $5,663,727 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,242,204 | TotalRevenueColumnAmt |
| Exclusion | $6,242,204 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,482,924 | TotalAmt |
| Program Services | $3,482,924 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,500 | TotalAmt |
| Program Services | $10,500 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,797 | TotalAmt |
| Program Services | $472,797 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,044 | TotalAmt |
| Program Services | $39,044 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,620 | TotalAmt |
| Program Services | $86,620 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,796 | TotalAmt |
| Management And General | $32,796 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,654 | TotalAmt |
| Management And General | $356,654 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,613 | TotalAmt |
| Program Services | $301,613 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,546 | TotalAmt |
| Management And General | $9,546 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,120 | TotalAmt |
| Program Services | $2,120 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,889 | TotalAmt |
| Management And General | $14,889 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,218 | TotalAmt |
| Management And General | $12,218 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,460 | TotalAmt |
| Program Services | $13,460 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,282 | TotalAmt |
| Program Services | $4,282 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Software Dues and Licensing fe | $17,518 | $17,518 | $0 | |
| Annual Report | $3,637 | $3,637 | ||
| Training | $10,470 | $10,470 | ||
| Bank fees | $1,856 | $1,856 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,931 | TotalAmt |
| Management And General | $13,931 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,886,875 | TotalAmt |
| Program Services | $4,430,878 | ProgramServicesAmt |
| Management And General | $455,997 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $952,208 | BOYAmt |
| EOY | $1,166,712 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $63,349,169 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,654,029 | BOYAmt |
| EOY | $8,600,338 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,606,237 | BOYAmt |
| EOY | $73,116,219 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,248 | BOYAmt |
| EOY | $185,794 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,783 | BOYAmt |
| EOY | $77,635 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,031 | BOYAmt |
| EOY | $263,429 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,405,206 | BOYAmt |
| EOY | $72,852,790 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,405,206 | BOYAmt |
| EOY | $72,852,790 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,606,237 | BOYAmt |
| EOY | $73,116,219 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,355,329 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,092,255 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042674079 | EIN |
| Organization Type | 0 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART IV | FormAndLineReferenceDesc |
| Explanation | NO MONETARY SUPPORT IS PROVIDED TO TAHMO. THE FOUNDATION IS THE GRANTMAKING FUNCTION FOR TAHMO AND SUPPORTS ITS MISSION "TO IMPROVE THE HEALTH AND WELLNESS OF THE COMMUNITIES WE SERVE." ADDITIONALLY, THE FOUNDATION PROVIDES PROGRAM SUPPORT TO THE COMMUNITY THROUGH EDUCATIONAL ACTIVITIES AND CONVENINGS OF SUBJECT MATTER EXPERTS. FURTHER MONETARY SUPPORT IS NOT REQUIRED BY THE FOUNDATION TO TAHMO. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp | |
| Total Book Value Securities | $0 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Affiliates | Desc |
| Amt | $77,635 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $77,635 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,977,805 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,092,255 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,092,255 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,885,550 | RevenueSubtotalAmt |
| Other Revenues Not Included | $356,654 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $356,654 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,242,204 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,530,221 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,530,221 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $356,654 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $356,654 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,886,875 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | ASC 740 (FKA FIN 48) FOOTNOTE | FormAndLineReferenceDesc |
| Explanation | SCHEDULE D, PART X, LINE 2 IN 2013, THE AUDITED FINANCIAL STATEMENTS FOR THE FOUNDATION DID NOT DISCLOSE AN ASC 740 FOOTNOTE. OTHER REVENUE SCHEDULE D, PART XI, LINE 4B RECLASS OF INVESTMENT MANAGEMENT EXPENSES $356,654 OTHER EXPENSES SCHEDULE D, PART XII, LINE 4B RECLASS OF INVESTMENT MANAGEMENT EXPENSE $356,654 | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $14,900,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $14,900,000 | SubtotalSpentAmt |
| Total Spent | $14,900,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (80 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AIDS Action Committee of Massachusetts | |||||||
| 75 Amory Street | Boston | MA | 02119 | 222707246 | 501 (c)(3) | $46,659 | Positive Aging, Lasting Strength |
| Advocates Inc | |||||||
| 1 Clarks Hill | Framingham | MA | 017028172 | 237451423 | 501 (c)(3) | $31,440 | Caregiver Telephone Connections (CTC) |
| All Out Adventures Inc | |||||||
| 214 State St | Northampton | MA | 01060 | 043559633 | 501 (c)(3) | $16,863 | Outdoor Recreation for Seniors |
| Alzheimers Disease & Related Disorders Assn | |||||||
| 480 Pleasant St | Watertown | MA | 024722782 | 042731194 | 501 (c)(3) | $127,000 | SUPPORT FOR INFORMAL CAREGIVERS |
| American Red Cross of Massachusetts | |||||||
| 139 Main Street | Cambridge | MA | 02142 | 530196605 | 501 (c)(3) | $40,000 | Food and Nutrition Services |
| Boston Senior Home Care Inc | |||||||
| 89 South St Ste 501 | Boston | MA | 021112748 | 042546251 | 501 (c)(3) | $19,329 | Strong for Life: A Falls Prevention Program |
| Brandeis University | |||||||
| 415 SOUTH ST MSC 110 | Waltham | MA | 024532728 | 042103552 | 501 (c)(3) | $10,000 | Massachusetts Health Policy Forum |
| Brockton Neighborhood Health Center | |||||||
| 63 Main St | Brockton | MA | 02301 | 043165044 | 501 (c)(3) | $45,000 | Vibrant Lifestyles |
| Brown University | |||||||
| 164 Angell St | Providence | RI | 029129002 | 050258809 | 501 (c)(3) | $149,996 | Healthy Aging Communities |
| COMMUNITY HEALTH CHARITIES OF NEW ENGLAND | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 061061361 | 066079596 | 501 (c)(3) | $7,951 | Workplace Giving 2013 |
| COMMUNITY WORKS INC | |||||||
| 25 WEST STREET | BOSTON | MA | 021111213 | 042762623 | 501 (c)(3) | $6,109 | Workplace Giving 2013 |
| Cape Cod Volunteers Inc | |||||||
| 27 WINTER STREET | YARMOUTH PORT | MA | 02675 | 510140462 | 501 (c)(3) | $42,000 | Volunteer Opportunity Centers |
| Community Health Center of Cape Cod | |||||||
| 107 COMMERCIAL ST | MASHPEE | MA | 02649 | 043370560 | 501 (c)(3) | $49,470 | TEAMcare for Seniors with Diabetes and Depression |
| Community Teamwork Inc | |||||||
| 155 MERRIMACK ST | LOWELL | MA | 01852 | 042382027 | 501 (c)(3) | $25,000 | RSVP Bone Builders Program for Wellness |
| Cooperative Elder Services Inc | |||||||
| 9 MERIAM ST STE 28 | LEXINGTON | MA | 024205312 | 042680168 | 501 (c)(3) | $17,804 | Fitness for Life Therapeutic Exercise Program |
| Cornerstone Adult Services Inc | |||||||
| 140 WARWICK NECK AVE | WARWICK | RI | 028895308 | 050429500 | 501 (c)(3) | $54,924 | Healthy Aging through Exercise and Nutrition |
| Developmental Evaluation & Adjustment Fac | |||||||
| 215 BRIGHTON AVENUE | ALLSTON | MA | 021342013 | 042628350 | 501 (c)(3) | $45,000 | Healthy Lifestyles for Older Deaf Adults |
| Discovering What's Next Revitalizing Rtrmt | |||||||
| 225 NEVADA ST | NEWTON | MA | 02460 | 203044597 | 501 (c)(3) | $7,000 | Capacity building assessment through Root Cause |
| Elder Services of Berkshire County Inc | |||||||
| 66 WENDELL AVE | PITTSFIELD | MA | 012016306 | 042542001 | 501 (c)(3) | $65,000 | Healthy Aging, Healthy Living to New Opportunities & Expanding the Encore Work Continuum |
| Elder Services of Worcester Area Inc | |||||||
| 67 MILLBROOK STSTE 100 | WORCESTER | MA | 01606 | 042545221 | 501 (c)(3) | $21,300 | Central Massachusetts Family Caregiver Guide |
| Elder Services of the Merrimack Valley Inc | |||||||
| 360 MERRIMACK ST | LAWRENCE | MA | 01843 | 042545136 | 501 (c)(3) | $300,000 | Healthy Living Center of Excellence: Improving the Curriculum |
| Executive Service Corps of New England | |||||||
| 176 FEDERAL ST | BOSTON | MA | 021102214 | 222815597 | 501 (c)(3) | $50,000 | Meaningful Encore Service Through Volunteer Consul |
| Fenway Community Health Center Inc | |||||||
| 1340 BOYLSSTON STREET | BOSTON | MA | 02215 | 042510564 | 501 (c)(3) | $33,000 | The LGBT Aging Project - Healthy Aging in the LGBT |
| Franklin County Home Care Corporation | |||||||
| 330 MONTAGUE CITY RD | TURNER FALLS | MA | 01376 | 042542539 | 501 (c)(3) | $7,000 | Capacity building assessment through Root Cause |
| Friends of the Amesbury Council on Aging | |||||||
| 68 ELM STREET | AMESBURY | MA | 01913 | 043297941 | 501 (c)(3) | $64,306 | Amesbury Caregiver Essentials (ACE) |
| FriendshipWorks | |||||||
| 105 CHAUNCY ST | BOSTON | MA | 021111758 | 043140541 | 501 (c)(3) | $7,000 | Capacity building assessment through Root Cause |
| Future Philanthropists Inc | |||||||
| 10 FAWN RIDGE ROAD | ASHLAND | MA | 01721 | 421593814 | 501 (c)(3) | $20,000 | Tufts Health Plan Future Philanthropists Initiativ |
| Generations Incorporated (GI) | |||||||
| 25 KINGSTON ST | BOSTON | MA | 021112200 | 043227007 | 501 (c)(3) | $75,000 | Read To Succeed: Inter-generational Literacy Progr Municipal Wellness and Leadership Grant Initiative |
| Greater Providence YMCA | |||||||
| 371 PINE ST | Providence | RI | 029034515 | 050258878 | 501 (c)(3) | $49,583 | Healthy, Safe and Over 60 |
| Health Care For All Inc | |||||||
| 30 WINTER STREET | Boston | MA | 021084753 | 043072598 | 501 (c)(3) | $25,000 | Empowering Seniors Under the Affordable Care Act Training and Education for Seniors |
| Hearth Inc | |||||||
| 1640 WASHINGTON ST | BOSTON | MA | 021182308 | 043206820 | 501 (c)(3) | $50,000 | Housing As the Key to Healthy Aging & Falls in Elders |
| ITN GREATER BOSTON INC | |||||||
| 34 DELOSS STREET | Framingham | MA | 01702 | 451562608 | 501 (c)(3) | $100,000 | Transportation to Seniors and The Visually Impaire |
| Jewish Community Housing for the Elderly | |||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 021354708 | 042607197 | 501 (c)(3) | $25,000 | Generations Together |
| Jewish Family & Children's Service | |||||||
| 1430 MAIN ST | Waltham | MA | 024511623 | 042104356 | 501 (c)(3) | $50,000 | Aging Well at Home |
| Jewish Vocational Service | |||||||
| 29 WINTER STREET | BOSTON | MA | 021084799 | 042104357 | 501 (c)(3) | $60,000 | JVS ReServe Boston: Experience at Work Makes a Dif |
| Joslin Diabetes Center Inc | |||||||
| ONE JOSLIN PLACE | Boston | MA | 022155306 | 042203836 | 501 (c)(3) | $70,089 | Asian American Diabetes Initiative: Healthy Living |
| Jumpstart for Young Children Inc | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 022101015 | 043262046 | 501 (c)(3) | $75,000 | Boston and Merrimack Valley Community Corps Progra |
| Kit Clark Senior Services Inc | |||||||
| 1500 DORCHESTER AVENUE | BOSTON | MA | 02122 | 460516856 | 501 (c)(3) | $79,161 | Fit-4-Life |
| Martha's Vineyard Community Services Inc | |||||||
| 111 EDGARTOWN ROAD | OAK BLUFFS | MA | 02557 | 042301598 | 501 (c)(3) | $17,475 | Caring for Caregivers and Their Loved Ones Community Life |
| MA Coalition for the Homeless Inc | |||||||
| 15 BUBIER STREET | LYNN | MA | 019011704 | 222599662 | 501 (c)(3) | $25,000 | Room to Breathe |
| Massachusetts General Hospital | |||||||
| 101 HUNTINGTON AVE | BOSTON | MA | 02199 | 041564655 | 501 (c)(3) | $50,000 | Senior Wellness Interprofessional Collaboration |
| Massachusetts Senior Action Council | |||||||
| 150 MT VERNON ST | BOSTON | MA | 02125 | 042760902 | 501 (c)(3) | $30,000 | Seniors Power Up! Developing Leaders for Civic Eng |
| Merrimack Valley Food Bank Inc | |||||||
| 735 BROADWAY ST | LOWELL | MA | 018543129 | 223241609 | 501 (c)(3) | $15,000 | Mobile Pantry Program |
| Minuteman Senior Services | |||||||
| 26 CROSBY DRIVE | BEDFORD | MA | 01730 | 042587212 | 501 (c)(3) | $50,372 | Healthy Connections |
| Montachusett Opportunity Council Inc | |||||||
| 133 PRICHARD ST | FITCHBURG | MA | 014207359 | 042401111 | 501 (c)(3) | $39,617 | Linking Initiatives for Vibrant Elders (LIVE) Blue |
| Mystic Valley Elder Services Inc | |||||||
| 300 COMMERCIAL ST | MALDEN | MA | 021487309 | 042562646 | 501 (c)(3) | $10,000 | Reading Partners Program North Central Massachusetts |
| Newton Community Service Center Inc | |||||||
| 492 WALTHAM ST | WEST NEWTON | MA | 024651920 | 042232418 | 501 (c)(3) | $56,854 | Volunteering as a Pathway to Healthy Aging |
| Northeast Hospital Corporation | |||||||
| 298 WASHINGTON ST | GLOUCESTER | MA | 01930 | 042121317 | 501 (c)(3) | $41,026 | Safe Steps for Seniors |
| Ocean State Center for Independent Living | |||||||
| 1944 WARWICK AVE | WARWICK | RI | 02889 | 050439495 | 501 (c)(3) | $55,000 | Home Sweet Accessible Home Project |
| Old Colony Elder Services Inc | |||||||
| 144 MAIN ST | Brockton | MA | 023014046 | 042545236 | 501 (c)(3) | $6,054 | It's About Time |
| One Fund Boston Inc | |||||||
| PO BOX 990009 | BOSTON | MA | 02109 | 462547157 | 501 (c)(3) | $25,000 | Fund to support victims of Boston Marathon bombing |
| Operation ABLE of Greater Boston Inc | |||||||
| 174 PORTLAND STREET | BOSTON | MA | 02114 | 042761871 | 501 (c)(3) | $46,500 | ABLE AgeWorks: ABLE Volunteers and Midternships |
| Pathways to Wellness Inc | |||||||
| 1601 WASHINGTON ST | BOSTON | MA | 021181951 | 043131334 | 501 (c)(3) | $20,000 | Elder Care Program |
| Perkins School for the Blind | |||||||
| 175 N BEACON ST | Watertown | MA | 024722751 | 042103616 | 501 (c)(3) | $20,000 | Thriving with Vision Loss |
| Rhode Island Community Food Bank | |||||||
| 200 NIANTIC AVE | Providence | RI | 029073150 | 050395601 | 501 (c)(3) | $7,000 | Addressing the Meal Gap for Seniors in Rhode Islan |
| Rhode Island Free Clinic Inc | |||||||
| 655 BROAD ST | Providence | RI | 029071444 | 050501276 | 501 (c)(3) | $75,000 | Healthy Lifestyles for Today and Tomorrow |
| Rogerson Communities Inc | |||||||
| ONE FLORENCE STREET | BOSTON | MA | 021313638 | 042104319 | 501 (c)(3) | $40,000 | Rogerson Fitness First as part of Healthy Rogerson Program Business Plan |
| SPRINGWELL INC | |||||||
| 307 WAVERLY OAKS RD | Waltham | MA | 02452 | 042616064 | 501 (c)(3) | $95,549 | Healthy Aging Initiative (Outbound Call Project) |
| Samaritans Inc | |||||||
| 41 WEST ST4TH FLOOR | Boston | MA | 021111208 | 042643466 | 501 (c)(3) | $15,000 | Wellness Approach to Senior Suicide Prevention (Ou |
| Somerville-Cambridge Elder Services Inc | |||||||
| 61 MEDFORD ST | SOMERVILLE | MA | 02143 | 042515020 | 501 (c)(3) | $37,620 | A Collaborative Effort Between Somerville-Cambridg |
| Southwest Boston Senior Services Inc | |||||||
| 555 AMORY ST | JAMAICA PLAIN | MA | 021302652 | 237304163 | 501 (c)(3) | $75,000 | AgeWell SouthWest Boston (AWSW) |
| The Brigham and Women's Hospital Inc | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 042312909 | 501 (c)(3) | $49,878 | ?Our Generation/Nuestra Generacin? |
| The Carroll Center for the Blind Inc | |||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | 042717782 | 501 (c)(3) | $50,000 | Safe Home Project |
| The Greater Boston Food Bank Inc | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 021182700 | 042717782 | 501 (c)(3) | $15,000 | Brown Bag program for seniors in need |
| The Latino Health Insurance Program Inc | |||||||
| 276 UNION STREET | Framingham | MA | 01602 | 300614874 | 501 (c)(3) | $43,802 | ""Mi Vida, Mi Salud"" |
| The Open DoorCape Ann Food Pantry Inc | |||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | 222513482 | 501 (c)(3) | $10,000 | Connecting Seniors to Good Food for Good Health, I |
| The Providence Center | |||||||
| 528 NORTH MAIN ST | Providence | RI | 029045757 | 050316969 | 501 (c)(3) | $52,211 | InShape Seniors |
| Trustees of Tufts College | |||||||
| 136 HARRISON AVE | Boston | MA | 02111 | 042103634 | 501 (c)(3) | $10,000 | Empowering Community-Dwelling Frail Elders in Adva |
| Tufts Health Care Institute | |||||||
| 75 KNEELAND ST | BOSTON | MA | 021111817 | 043289926 | 501 (c)(3) | $25,600 | Mini-Rotation for Residents: Practicing Medicine Environment |
| UNITED WAY OF MASSACHUSETTS BAY INC | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 022101208 | 042382233 | 501 (c)(3) | $21,730 | Workplace Giving 2012 |
| UNITED WAY OF MASSACHUSETTS BAY INC | |||||||
| 52 SLEEPER STREET | BOSTON | MA | 022101209 | 042382233 | 501 (c)(3) | $43,857 | Workplace Giving 2013 for Seniors |
| Urban League of Eastern Massachusetts Inc | |||||||
| 88 WARREN ST | BOSTON | MA | 021193208 | 237349132 | 501 (c)(3) | $40,000 | Mature Workers Program |
| VNA & Hospice of Cooley Dickinson Inc | |||||||
| 168 INDUSTRIAL DR | Northampton | MA | 01060 | 042104788 | 501 (c)(3) | $65,382 | Strength in Numbers Falls Prevention Education |
| VNA Care Network Inc | |||||||
| 120 THOMAS ST | WORCESTER | MA | 016081223 | 042103825 | 501 (c)(3) | $14,000 | Fewer Falls, Safer Seniors Watertown |
| WalkBoston | |||||||
| 45 SCHOOL STREET | Boston | MA | 021083206 | 223061699 | 501 (c)(3) | $12,300 | Tool-Kit to Promote Safe Walking Environments |
| Water Way Arts for Health and Energy Inc | |||||||
| 131 CYPRESS ST | BROOKLINE | MA | 02445 | 202332178 | 501 (c)(3) | $50,967 | Tai Chi for Healthy Aging Program |
| Watertown Community Foundation | |||||||
| 71 BARNARD AVE | Watertown | MA | 02472 | 300229398 | 501 (c)(3) | $25,000 | WCF's Tufts Health Plan Foundation Fund |
| Whittier Street Health Center Committee Inc | |||||||
| 1290 TREMONT STREET | ROXBURY | MA | 021203432 | 042619517 | 501 (c)(3) | $50,000 | Geriatric Chronic Disease Case Management Program |
| Women's Lunch Place Inc | |||||||
| 67 NEWBURY ST | BOSTON | MA | 021163010 | 222514148 | 501 (c)(3) | $10,000 | Improving the well-being of poor and homeless |
| YMCA of Greater Boston | |||||||
| 316 HUNTINGTON AVENUE | BOSTON | MA | 021155019 | 042103551 | 501 (c)(3) | $50,000 | Get Fit, Stay Fit for Life |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 80 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule I | FormAndLineReferenceDesc |
| Explanation | Descrip of Organization's Procedures for Monitoring the Use of Grants COMMUNITY INVESTORS (GRANTMAKERS) BEGIN DUE DILIGENCE BY REQUIRING A LETTER OF INTENT FROM THE REQUESTING COMMUNITY BASED ORGANIZATION (CBO). THE CBO MUST ALSO UNDERGO A FINANCIAL REVIEW AND BE A 501(C)(3). THIS STATUS IS ALSO CHECKED BY THE FOUNDATION STAFF. FOR ALL GRANTS THAT ARE AWARDED THE FOUNDATION REQUIRES SITE VISITS TO THE PROGRAMS BY STAFF, AN INTERIM PROGRESS REPORT WITH FOLLOW-UP AS NEEDED AND ONE POST-GRANT FINAL REPORT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES ROOSEVELT | ||||||||||||||
| PRESIDENT/DIRECTOR | $0 | $826,245 | $1,034,838 | $0 | $137,734 | $283,910 | $10,121 | $0 | $2,292,848 | |||||
| LOIS CORNELL | ||||||||||||||
| CLERK | $0 | $403,500 | $347,195 | $0 | $50,824 | $32,202 | $14,617 | $0 | $848,338 | |||||
| DAVID ABELMAN ESQ | ||||||||||||||
| FORMER PRESIDENT UNTIL 8/28/13 | $0 | $217,638 | $278,811 | $0 | $34,450 | $29,553 | $9,474 | $0 | $569,926 | |||||
| ANNE MARIE BOURISQUOT-KING | ||||||||||||||
| DIRECTOR-GRANTS & OPERATIONS | $0 | $132,382 | $32,150 | $0 | -$9,903 | $16,128 | $13,111 | $0 | $183,868 | |||||
| ROLAND PRICE | ||||||||||||||
| TREASURER | $0 | $223,981 | $67,493 | $0 | $6,164 | $59,363 | $9,231 | $0 | $366,232 | |||||
| UMESH KURPAD | ||||||||||||||
| CFO | $0 | $425,284 | $365,939 | $0 | $54,808 | $49,813 | $14,637 | $0 | $910,481 | |||||
| PATRICIA BLAKE | ||||||||||||||
| DIRECTOR | $0 | $351,540 | $302,486 | $0 | $39,785 | $25,200 | $14,286 | $0 | $733,297 | $0 | $0 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Supplemental Compensation Information | SCHEDULE J, PART I, LINE 3 THE FOUNDATION USES THE COMPENSATION POLICIES OF ITS SOLE MEMBER, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO). |
| SUPPLEMENTAL COMPENSATION INFORMATION | SCHEDULE J, PART I, LINE 4B THE RELATED ORGANIZATION MAINTAINS AN EXECUTIVE SAVINGS PLAN (ESP) FOR ITS SENIOR MANAGERS WITH THE TITLE DIRECTOR AND ABOVE. THE NUMBERS LISTED ON SCHEDULE J PART II COLUMN C REFLECT BOTH THE EMPLOYEE DEFERRALS AS WELL AS THE EMPLOYER CONTRIBUTIONS TO THE ESP. |
| SCHEDULE J, PART I, LINE 6B | THE OFFICERS OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. ARE ELIGIBLE TO PARTICIPATE IN AN EXECUTIVE INCENTIVE PLAN THAT IS BASED ON THE OVERALL ANNUAL SUCCESS OF THE ORGANIZATION. THE ORGANIZATION'S GOALS ARE ESTABLISHED EARLY IN THE YEAR AND APPROVED BY ITS INDEPENDENT BOARD OF DIRECTORS. ONE OF THE COMPONENTS OF THE PLAN IS BASED ON MEETING TARGETED NET EARNINGS. IN 2013, THIS COMPONENT AMOUNTED TO 36.9% OF TARGETED BONUS COMPENSATION. THE EMPLOYEES WHO PARTICIPATE IN THIS PLAN ARE: - JAMES ROOSEVELT - DAVID ABELMAN - UMESH KURPAD - ROLAND PRICE - LOIS CORNELL |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 IN ORDER TO PROVIDE BENEFITS TO THE COMMUNITY IN ADDITION TO [OUTSIDE OF] ITS REGULAR LINES OF BUSINESS, TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO) CREATED THE TUFTS HEALTH PLAN FOUNDATION, A 501(C)(3) CHARITABLE AND SUPPORTING ORGANIZATION OF TAHMO. THE MISSION OF THE FOUNDATION IS TO PROMOTE HEALTHY LIFESTYLES AND THE DELIVERY OF QUALITY CARE. THE FOUNDATION ACHIEVES THIS MISSION PRIMARILY THROUGH GRANTMAKING TO CHARITABLE, DIRECT SERVICE-PROVIDING ORGANIZATIONS, COVENING OF COMMUNITY HEALTHY AGING ISSUES, PROGRAM SUPPORT AND EDUCATIONAL ACTIVITIES. THE FOUNDATION'S FOCUS IS HEALTHY AGING - IMPROVING THE LIVES OF OLDER ADULTS 60 AND OVER. THE TUFTS HEALTH PLAN FOUNDATION HAS CHOSEN TO FOCUS ON HEALTHY AGING IN ORDER TO ADDRESS THE NEEDS OF OUR COMMUNITIES IN MASSACHUSETTS AND RHODE ISLAND, AND TO HELP MEET THE CHALLENGES AND OPPORTUNITIES OF AN AGING SOCIETY. IN 2013 THE FOUNDATION REFRAMED ITS GIVING EMPHASIS AND FOCUSED ON HEALTH & WELLNESS, PURPOSEFUL ENGAGEMENT, AND EMPOWERMENT. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A IN 2013, THE TUFTS HEALTH PLAN FOUNDATION CONTINUED ITS FOCUS ON HEALTHY AGING FOR OLDER ADULTS 60 AND OVER. THE FOUNDATION SUPPORTED PROGRAMS THAT HELP OLDER ADULTS MAINTAIN THEIR HEALTH AND ENGAGE IN COMMUNITY. THE FOUNDATION EXECUTED ITS EFFORTS IN THREE FOCUS AREAS: 1. HEALTH & WELLNESS - SPECIFICALLY PROMOTING CHRONIC DISEASE SELF-MANAGEMENT AND PREVENTION; 2. EXERCISE AND NUTRITION - EMPHASIZING EVIDENCE BASED PROGRAMS WHICH INCLUDE FALL PREVENTION, MOBILITY, AND STRENGTH AND BALANCE. 3. PURPOSEFUL ENGAGEMENT AND EMPOWERMENT - PROMOTING PARTICIPATION IN COMMUNITY AND BY COMMUNITY THROUGH VOLUNTEERISM, INTERGENERATIONAL ACTIVITIES, SOCIAL AND CULTURAL ENGAGEMENT. THE FOUNDATION ALSO SUPPORTS INFORMAL CAREGIVERS THROUGH PROGRAMS THAT PROVIDE INFORMATION AND SUPPORT SERVICES; ACCESS TO INFORMATION SO THAT OLDER ADULTS CAN LEARN ABOUT PROGRAMS AND SERVICES IN THEIR COMMUNITIES; AND, INCREASED ACCESS TO TRANSPORTATION IN A WAY THAT EMPOWERS OLDER ADULTS TO BE MORE ACTIVE IN THEIR COMMUNITIES AND, THEREBY DECREASING SOCIAL ISOLATION. FORM 990, PART III, LINE 4B COMMUNITY SUPPORT GRANTS: IN ADDITION TO ITS HEALTHY AGING FOCUS, THE FOUNDATION ALSO SUPPORTS WORTHY COMMUNITY PROGRAMS SUCH AS THE THE AMERICAN RED CROSS'S FOOD AND NUTRITION PROGRAM THAT PROVIDES EMERGENCY FOOD AND NUTRITION SERVICES TO COMMUNITIES ACROSS EASTERN MASSACHUSETTS. ADDITIONALLY IN 2013, THE FOUNDATION LAUNCHED A CAPACITY-BUILDING PROGRAM THAT HELPED SIX ORGANIZATIONS ASSESS THEIR CAPACITY TO IMPROVE PROGRAMS AND THE LONG-TERM SUSTAINABILITY OF THEIR ORGANIZATIONS. |
| DESCRIPTION OF RELATIONSHIPS | FORM 990, PART VI, LINE 2 THE FOLLOWING PEOPLE SERVED AS BOARD MEMBERS OF POINTRIGHT, INC: JAMES ROOSEVELT VINCENT MOR, PH.D. THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC: JAMES ROOSEVELT JACKIE JENKINS-SCOTT THOMAS P. O'NEILL, III LOIS CORNELL UMESH KURPAD ROLAND PRICE DAVID ABELMAN (THROUGH 8/28/13) PATRICIA BLAKE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS ASSOCIATED HEALTH PLAN, INC: JAMES ROOSEVELT LOIS CORNELL UMESH KURPAD ROLAND PRICE DAVID ABELMAN (THROUGH 8/28/13) PATRICIA BLAKE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TOTAL HEALTH PLAN, INC: JAMES ROOSEVELT UMESH KURPAD LOIS CORNELL ROLAND PRICE DAVID ABELMAN (THROUGH 8/28/13) PATRICIA BLAKE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS INSURANCE COMPANY: JAMES ROOSEVELT LOIS CORNELL UMESH KURPAD ROLAND PRICE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS BENEFIT ADMINISTRATORS, INC: JAMES ROOSEVELT LOIS CORNELL UMESH KURPAD ROLAND PRICE THE FOLLOWING INDIVIDUALS SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS BROKERAGE CORPORATION, INC: JAMES ROOSEVELT LOIS CORNELL THE FOLLOWING PERSON SERVED AS A BOARD OF MANAGERS MEMBER OR OFFICER FOR CHRISTIE STUDENT HEALTH, LLC: UMESH KURPAD THE FOLLOWING PEOPLE SERVED AS A BOARD OF MANAGERS MEMBER OR OFFICER FOR NETWORK HEALTH, LLC: JAMES ROOSEVELT UMESH KURPAD LOIS CORNELL ROLAND PRICE |
| DDESCRIPTION OF MANAGEMENT ARRANGEMENT | FORM 990, PART VI, LINE 3 THE FOUNDATION IS A SUPPORTING ORGANIZATION OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC (TAHMO). TAHMO AND ITS SUBSIDIARY, TUFTS ASSOCIATED HEALTH PLAN, INC (TAHP), PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES TO THE FOUNDATION. |
| MEMBERS | FORM 990, PART VI, LINES 6A AND 7A TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. (TAHMO) AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, ELECTS THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY. |
| DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS | FORM 990, PART VI, LINE 7B TAHMO, AS THE SOLE CORPORATE MEMBER OF THE FOUNDATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE FOUNDATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE FOUNDATION'S BYLAWS. DESCRIBE HOW THE ORGANIZATION DOCUMENTS MEETINGS HELD BY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY FORM 990, PART VI, QUESTION 8B The Foundation, for the most part, contemporaneously documents the meetings on a timely basis, however on limited occasions, may have a conference call followed by another conference call and the first call is not documented and approved until the next meeting in person, which is over 60 days later. |
| PROCESS USED BY GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11B THE FORM 990 IS PREPARED IN THE TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION'S FINANCE DEPARTMENT, WITH ASSISTANCE FROM OUR EXTERNAL ACCOUNTANTS, ERNST & YOUNG. THIS PREPARATION BEGAN IN MAY 2014. SOME INFORMATION IS PROVIDED BY OUR EXECUTIVE DIRECTOR, DIRECTOR OF GRANTS, AND SECTIONS OF THE FORM ARE REVIEWED BY OUR INSIDE LEGAL COUNSEL. CERTAIN SECTIONS OF THE FORM ARE REVIEWED BY A NUMBER OF SENIOR MANAGERS; OUR CHIEF FINANCIAL OFFICER REVIEWS THE FORM IN ITS ENTIRETY. ONCE THE FORM IS COMPLETE, IN NOVEMBER 2014, IT IS FORWARDED ON TO OUR BOARD OF DIRECTORS AND IT IS THEN SUBMITTED FOR FILING. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, LINE 12C ON AN ONGOING BASIS AND BEFORE ANY GRANTS ARE AWARDED, ALL BOARD MEMBERS AND STAFF MEMBERS ARE ASKED TO DISCLOSE ANY RELATIONSHIPS OR POTENTIAL CONFLICTS OF INTEREST WITH ANY GRANTEES OR BUSINESS PARTNERS. ALSO, THE FOUNDATION BOARD MEMBERS RECEIVE ANNUAL CONFLICTS STATEMENTS, WHICH ARE SUBMITTED AND REVIEWED. DURING THE GRANT REVIEW PROCESS, STAFF MEMBERS WITH AN ACTUAL OR POTENTIAL CONFLICT ARE PERMITTED TO COMMENT ON A PARTICULAR REQUEST, BUT ARE NOT ALLOWED TO PARTICIPATE IN FINAL DECISIONS. DISCLOSURES ARE REPORTED IN THE PORTFOLIO OF GRANTS PRESENTED TO THE BOARD FOR VOTE, AND BOARD MEMBERS ARE AGAIN REQUESTED TO DISCLOSE ANY POTENTIAL CONFLICTS JUST PRIOR TO THE VOTE TAKING PLACE. ANY BOARD MEMBER WITH AN ACTUAL OR POTENTIAL CONFLICT IS PERMITTED TO COMMENT, BUT IS NOT ALLOWED TO VOTE ON THE PARTICULAR MATTER. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED, & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, LINES 15A AND 15B THE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE BOARD OF DIRECTORS ("THE BOARD") OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION (TUFTS OR THE "COMPANY") REVIEWS AND ADMINISTERS LOCAL REMUNERATION OPPORTUNITIES, policies, programs, and major changes in Tufts Health Plan's Benefit plans that are applicable to the officers and executives OF THE COMPANY (THE "EXECUTIVES" - THESE INCLUDE THE CEO, COO, AND ALL Senior Vice Presidents), as well as to any other individual or groups the Committee deems appropriate based on its interpretation of the definition OF "DISQUALIFIED PERSONS" IN SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986. The Committee is comprised of independent directors of the Company. The Committee reports to the full Board of Directors. For CEO compensation, the Committee reviews the information described below and recommends the CEOs compensation to the full board for its approval. The Committee reviews and approves compensation recommendations from the CEO for other executives, and provides a report to the full Board on this information. It is the Boards intention that the Committee will perform its duties in a manner that will establish a presumption that the total remuneration OFFERED TO EXECUTIVES AND OTHER "DISQUALIFIED PERSONS" ARE REASONABLE. Comparability Data and Reasonableness The total compensation opportunities provided to Executives of the Company are intended to be competitive with, and in reasonable comparison to, those opportunities provided by organizations in those business sectors with which the Company competes for executive talent. The Board believes that such competitors are not limited to other healthcare institutions and that comparisons should be made to the compensation practices of a cross-section of business sectors in both for-profit and not-for-profit organizations, when appropriate. The Committee retains independent compensation consultants to provide data as necessary, and also uses available sources of independent data on compensation. Peer organizations and published survey sources will be approved by the Committee based on its reasonable determination. The Committee may also rely on members of management and outside advisors, consultants, and counsel to provide market data reports, analysis, and opinions with respect to compensation-related matters. The data reviewed consists of comparable, relevant market data for the Companys positions from published surveys, and other available sources, of health and managed care institutions and the general industry. Other surveys of specialized skill sets or employee attributes critical to the success of the Company, e.g., actuarial, legal, etc., are also incorporated as needed, along with geographic references to the Boston and New England labor markets. The Committee will rely on this market data to assess, determine, and validate compensation levels for the Companys Executives. The Committee uses this data in its review of: - Setting base salaries in light of market data and the individuals performance, background, experiences, and personal skills. Base salary will be set so that the targeted positioning of an executive is at the 50th percentile for each position. Actual base salary may vary based on skills, background, and experience. - Annual incentive compensation the Companys goal is to provide competitive and reasonable opportunities under the terms of an executive annual incentive plan for the selected positions which are responsible for achieving performance goals that reflect the overall mission of the Company, the strategic direction of the Company for the performance year, and the individuals performance during that year. The Committee makes every effort to establish a presumption that the total remuneration opportunities provided to Executives are reasonable; as such presumption is contemplated in Section 4958 of the Internal Revenue Code of 1986, as amended from time to time. In establishing the presumption of reasonableness, the Committee may engage the professional services of independent legal counsel, compensation experts, accountants, and other experts and advisors. Timing Executive benchmarking is completed on an annual basis. For the CEO, benchmarking is completed by the external consultant engaged by the Compensation Committee. For all other officers, benchmarking is completed by an external consultant every two years, and by the internal Compensation team on alternating years. The analysis completed in Q4, 2013 was completed by the external consultant engaged by the Committee for the CEO, and by the internal Compensation team for all other offices. To complete the analysis, the consultant and the internal Compensation team: collected relevant information regarding the Companys operations, complexity, structure, size, and scope, as well as relevant background on the executives duties and scope of responsibilities; determined the survey sources to use in the analysis, based on the Companys competitive market for executive positions (as described above); matched the Companys executive positions in the surveys based on the Companys size complexity, and scope, as well as according to specific position responsibilities and reporting relationships; validated the survey sources and market matches with the internal compensation team to ensure consistency; reviewed, compiled, and summarized the data in report form. The report summarizing the results of the analysis was presented to the Compensation Committee for discussion and deliberation. Documentation A summary of the discussions and deliberations of the Committee are documented in the meeting minutes, which are reviewed and approved by the Committee. Copies of all meeting materials distributed prior to and during the meeting are maintained in the corporate records along with meeting minutes. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE FOUNDATION ARE AVAILABLE AT ITS HEADQUARTERS IN WATERTOWN, MA. ALL REQUESTS CAN BE MADE TO THE CORPORATE COMMUNICATIONS OR FINANCE DEPARTMENTS. SUPPLEMENTAL COMPENSATION INFORMATION FORM 990, PART VII STEVEN TOLMAN DID NOT DIRECTLY EARN COMPENSATION IN 2013. TUFTS HEALTH PLAN DONATED AN AMOUNT EQUIVALENT TO THE COMPENSATION HE WOULD HAVE OTHERWISE DIRECTLY EARNED TO THE CHARITY OF HIS CHOICE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOC HEALTH MAINTENANCE ORG INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 MOUNT AUBURN STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 02472 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042674079 | EIN |
| Primary Activities | HMO | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH PLANS INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 Mount Auburn St | AddressLine1 |
| City | WATERTOWN | City |
| State | MA | State |
| ZIP Code | 024721508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042985923 | EIN |
| Primary Activities | MANAGEMENT SVCS | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAHMO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH MAINTENANCE ORG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionTypeTxt |
| Involved | $598,461 | InvolvedAmt |
| Method Of Amount Determination | ACCRUAL | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | REIMBURSEMENT PAID TO OTHER ORGANIZATION | FormAndLineReferenceDesc |
| Explanation | SCHEDULE R, PART V, LINE 1P THE FOUNDATION REIMBURSES TAHMO FOR ALL PAYMENTS DIRECTLY RELATED TO THE FOUNDATION. | ExplanationTxt |