TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC (EIN 04-2674079)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443219349301979
- 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 | 2014-11-17T09:04:48-06:00 | 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 SUITE 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 | 042674079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH | BusinessNameLine1 |
| Business Name Line2 | MAINTENANCE ORGANIZATION INC | BusinessNameLine2 |
| 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 | CFO | PersonTitleTxt |
| Signature | 2014-11-14 | 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 | $4,018,536,369 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.tuftshealthplan.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.'S (TAHMO) MISSION IS TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 988 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$16,234 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$16,234 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,527,719,501 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,582,819,558 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,476,848 | PYInvestmentIncomeAmt |
| CY Investment Income | -$1,607,148 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$10,289 | PYOtherRevenueAmt |
| CY Other Revenue | -$16,234 | CYOtherRevenueAmt |
| PY Total Revenue | $3,531,186,060 | PYTotalRevenueAmt |
| CY Total Revenue | $3,581,196,176 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $800,169 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $903,420 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $3,124,496,634 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $3,223,115,840 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $59,617,839 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $62,589,045 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $289,197,586 | PYOtherExpensesAmt |
| CY Other Expenses | $298,215,158 | CYOtherExpensesAmt |
| PY Total Expenses | $3,474,112,228 | PYTotalExpensesAmt |
| CY Total Expenses | $3,584,823,463 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $57,073,832 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,627,287 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,166,144,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,161,585,716 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $504,503,649 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $446,143,354 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $661,640,386 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $715,442,362 | 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 | $1,561,355,765 | ExpenseAmt |
| Revenue | $1,634,223,296 | RevenueAmt |
| Desc | See SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,131,832,630 | ExpenseAmt |
| Revenue | $1,178,633,871 | RevenueAmt |
| Desc | See SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $786,461,324 | ExpenseAmt |
| Revenue | $733,823,559 | RevenueAmt |
| Desc | See SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $28,120,256 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $903,420 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $36,138,832 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,507,769,975 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| 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 | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | 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 | false | 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 | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 15298 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 988 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 |
|---|---|---|---|---|---|---|---|---|
| HARRIS BERMAN | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | |||||
| PETER DROTCH | ||||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $30,000 | ||||
| JACKIE JENKINS-SCOTT | ||||||||
| DIRECTOR | 3.0 | 1.0 | Yes (X) | $28,500 | $500 | |||
| JAMES MCNULTY | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $32,000 | ||||
| THOMAS O'NEILL III | ||||||||
| DIRECTOR | 4.0 | 4.0 | Yes (X) | $30,500 | $2,500 | |||
| DAVEY SCOON | ||||||||
| CHAIRMAN OF THE BOARD | 9.0 | 0.0 | Yes (X) | $60,000 | Yes (X) | |||
| ROBERT SPELLMAN | ||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $36,000 | ||||
| MARY ANNA SULLIVAN | ||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | |||||
| GREG TRANTER | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $29,500 | ||||
| SUSAN WINDHAM-BANNISTER | ||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $31,500 | ||||
| JAMES ROOSEVELT | ||||||||
| CHIEF EXECUTIVE OFFICER | 30.0 | 20.0 | Yes (X) | $0 | $1,998,817 | Yes (X) | $294,031 | |
| THOMAS CROSWELL | ||||||||
| PRESIDENT & COO | 38.0 | 12.0 | $0 | $1,219,524 | Yes (X) | $33,944 | ||
| UMESH KURPAD | ||||||||
| SVP & CFO | 40.0 | 10.0 | $0 | $846,031 | Yes (X) | $64,450 | ||
| PATRICIA TREBINO | ||||||||
| SVP OF OPERATIONS & CIO | 33.0 | 17.0 | $0 | $784,301 | Yes (X) | $39,472 | ||
| LOIS CORNELL | ||||||||
| CAO & GENERAL COUNSEL | 38.0 | 12.0 | $0 | $801,519 | Yes (X) | $46,819 | ||
| BRIAN PAGLIARO | ||||||||
| SVP OF SALES, MKTG AND CLIENT | 25.0 | 25.0 | $0 | $685,435 | Yes (X) | $98,686 | ||
| PATRICIA BLAKE | ||||||||
| SVP SENIOR PRODUCTS | 50.0 | 0.0 | $0 | $693,811 | Yes (X) | $39,486 | ||
| PAUL KASUBA | ||||||||
| SVP & CMO | 38.0 | 12.0 | $0 | $681,675 | Yes (X) | $64,925 | ||
| TRACEY CARTER | ||||||||
| SVP & CHIEF ACTUARY | 36.0 | 14.0 | $0 | $625,950 | Yes (X) | $86,507 | ||
| MARC SPOONER | ||||||||
| SVP HEALTH CARE SERVICES | 36.0 | 14.0 | $0 | $582,993 | Yes (X) | $42,709 | ||
| CHRISTOPHER GORTON | ||||||||
| SVP & PRESIDENT NETWORK HEALTH | 0.0 | 50.0 | $0 | $96,351 | Yes (X) | $6,945 | ||
| ROLAND PRICE | ||||||||
| TREASURER & VP | 34.0 | 16.0 | $0 | $297,638 | Yes (X) | $68,594 | ||
| CHRISTINA SEVERIN | ||||||||
| SVP & PRES - NH (TRM 6/13) | 0.0 | 50.0 | $0 | $464,692 | Yes (X) | $15,469 | ||
| DAVID ABELMAN TRM 82813 | ||||||||
| SVP, GENERAL GC & PRES THP FDN | 17.0 | 33.0 | $0 | $530,899 | Yes (X) | $39,027 | ||
| AIDA MAGARACE | ||||||||
| VP OF FINANCE & CONTROLLER | 36.0 | 14.0 | $0 | $526,225 | $32,795 | Yes (X) | ||
| LYDIA GREENE | ||||||||
| VP, HR & DIVERSITY | 36.0 | 14.0 | $0 | $486,309 | $71,859 | Yes (X) | ||
| JOSEPH IMBIMBO | ||||||||
| VP OF TECHNOLOGY OPERATIONS | 36.0 | 14.0 | $0 | $454,760 | $65,267 | Yes (X) | ||
| MIRIAM SULLIVAN | ||||||||
| VP OF PHARMACY & HLTH PRGRMS | 36.0 | 14.0 | $0 | $442,702 | $34,327 | Yes (X) | ||
| PETER YERACARIS | ||||||||
| CMO, NETWORK HTH (TRM 10/4/13) | 0.0 | 50.0 | $0 | $402,342 | $24,425 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $278,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $12,624,974 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,169,737 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CGI TECHNOLOGIES AND SOLUTIONS | |||||
| 12907 Collections Center Drive | CHICAGO | IL | 60693 | OUTSIDE LABOR | $13,115,504 |
| NTT Data Inc | |||||
| 100 City Square | BOSTON | MA | 02129 | OUTSIDE LABOR | $11,710,119 |
| Deloitte Consulting LLP | |||||
| 200 Berkleley Street | BOSTON | MA | 02116 | OUTSIDE LABOR | $8,814,983 |
| Perficient Inc | |||||
| 5295 Hollister 2nd Fl | HOUSTON | TX | 77040 | CONSULTING | $3,172,903 |
| Censeohealth | |||||
| 4055 Valley View Lane Suite 400 | DALLAS | TX | 75244 | OUTSIDE LABOR | $3,009,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 156 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HMO | 524114 | $1,608,191,852 | $1,608,191,852 |
| MEDICARE | 524114 | $1,178,633,871 | $1,178,633,871 |
| MEDICAID | 524114 | $733,823,559 | $733,823,559 |
| MEDICARE COMPLEMENT | 524114 | $35,460,113 | $35,460,113 |
| POS/PPO | 524114 | $26,031,444 | $26,031,444 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $678,719 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $678,719 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,582,819,558 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,372,577 | TotalRevenueColumnAmt |
| Exclusion | $22,372,577 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$16,234 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$16,234 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,234 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$16,234 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $413,360,468 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $437,340,193 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$23,979,725 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,979,725 | TotalRevenueColumnAmt |
| Exclusion | -$23,979,725 | 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 | $3,581,196,176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,582,819,558 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$16,234 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,607,148 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,420 | TotalAmt |
| Program Services | $903,420 | 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 | $3,223,115,840 | TotalAmt |
| Program Services | $3,223,115,840 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,000 | TotalAmt |
| Management And General | $278,000 | ManagementAndGeneralAmt |
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 | $48,350,529 | TotalAmt |
| Program Services | $48,350,529 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,012,912 | TotalAmt |
| Program Services | $1,012,912 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,692,968 | TotalAmt |
| Program Services | $11,692,968 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,254,636 | TotalAmt |
| Program Services | $1,254,636 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,237,696 | TotalAmt |
| Program Services | $116,990,157 | ProgramServicesAmt |
| Management And General | $29,247,539 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,172 | TotalAmt |
| Management And General | $512,172 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,586 | TotalAmt |
| Management And General | $955,586 | 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 | $2,809,880 | TotalAmt |
| Management And General | $2,809,880 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,370,270 | TotalAmt |
| Program Services | $63,482,416 | ProgramServicesAmt |
| Management And General | $15,887,854 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,167,787 | TotalAmt |
| Management And General | $13,167,787 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,491,833 | TotalAmt |
| Management And General | $5,491,833 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,121,756 | TotalAmt |
| Program Services | $5,121,756 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,464,211 | TotalAmt |
| Program Services | $4,371,369 | ProgramServicesAmt |
| Management And General | $1,092,842 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,699 | TotalAmt |
| Management And General | $949,699 | 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 | $819,943 | TotalAmt |
| Management And General | $819,943 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,147 | TotalAmt |
| Management And General | $544,147 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,335,685 | TotalAmt |
| Program Services | $22,668,548 | ProgramServicesAmt |
| Management And General | $5,667,137 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,106 | TotalAmt |
| Management And General | $94,106 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Charges to affiliates | -$9,966,641 | -$7,973,313 | -$1,993,328 | $0 |
| HEALTH ASSESSMENTS | -$2,666,393 | -$2,666,393 | ||
| ALL OTHER EXPENSES | $20,973,421 | $16,778,737 | $4,194,684 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,584,823,463 | TotalAmt |
| Program Services | $3,507,769,975 | ProgramServicesAmt |
| Management And General | $77,053,488 | 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 | $77,516,647 | BOYAmt |
| EOY | $105,129,725 | 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 | $15,126,633 | BOYAmt |
| EOY | $8,757,284 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $157,393,098 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,174,911 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,658,322 | BOYAmt |
| EOY | $112,218,187 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,292,718 | BOYAmt |
| EOY | $889,200,125 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $33,549,715 | BOYAmt |
| EOY | $46,280,394 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,144,035 | BOYAmt |
| EOY | $1,161,585,716 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,547,732 | BOYAmt |
| EOY | $75,278,304 | 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 | $23,432,880 | BOYAmt |
| EOY | $44,274,558 | 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 | $337,523,037 | BOYAmt |
| EOY | $326,590,492 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,503,649 | BOYAmt |
| EOY | $446,143,354 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,000,000 | BOYAmt |
| EOY | $250,000,000 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,640,386 | BOYAmt |
| EOY | $465,442,362 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $661,640,386 | BOYAmt |
| EOY | $715,442,362 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,166,144,035 | BOYAmt |
| EOY | $1,161,585,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,627,287 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,438,448 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $39,990,815 | OtherChangesInNetAssetsAmt |
| 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 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,052,397 | OtherCostOrOtherBasisAmt |
| Book Value | $14,052,397 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $89,286,219 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,629,749 | DepreciationAmt |
| Book Value | $75,656,470 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,054,482 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,545,162 | DepreciationAmt |
| Book Value | $22,509,320 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $112,218,187 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLAIMS PAYABLE | Desc |
| Amt | $326,590,492 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $326,590,492 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,595,840,978 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $17,438,448 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $17,438,448 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,578,402,530 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,809,880 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$16,234 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,793,646 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,581,196,176 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,582,013,583 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,582,013,583 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,809,880 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,809,880 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,584,823,463 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STMTS WITH REVENUE PER 990 | FormAndLineReferenceDesc |
| Explanation | SCHEDULE D, PART XIII, LINE 4B RENTAL INCOME NOT RECORDED ON FINANCIAL STATEMENTS - $(16,234) | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (39 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Alzheimer's Association | |||||||
| 311 Arsenal Street | Watertown | MA | 02472 | 042731194 | 501(C)3 | $12,900 | Hope on the Harbor ($10,000) and Walk to End Alzhe |
| Berklee School of Music | |||||||
| 1140 Boylston Street | Boston | MA | 02215 | 042300472 | 501(C)3 | $20,000 | Encore Gala |
| Big Sister Association | |||||||
| 161 Massachusetts Avenue | Boston | MA | 02115 | 042150651 | 501(C)3 | $10,000 | Annual Big in Boston |
| Boston Symphony Orchestra | |||||||
| 301 Massachusetts Avenue | Boston | MA | 02115 | 042103550 | 501(C)3 | $14,000 | Annual Presidents at Pops ($7,000) and Company Chr |
| Catholic Charities Greater Boston | |||||||
| 75 Kneeland Street | Boston | MA | 02111 | 042534041 | 501(C)3 | $11,000 | Annual Spring Celebration ($10,000) and Christmas |
| Dimock Center | |||||||
| 55 Dimock Street | Roxbury | MA | 02119 | 043487835 | 501(C)3 | $10,000 | Annual Steppin' Out Christmas at the Pops |
| Dress for Success | |||||||
| 989 Commonwealth Avenue | Boston | MA | 02215 | 043554741 | 501(C)3 | $10,000 | Annual Celebrating Self-Sufficiency - Lois Dinner & Friends Feeding |
| Environmental League of Massachusetts | |||||||
| 14 Beacon St Ste 741 | Boston | MA | 02108 | 042760271 | 501(C)3 | $10,000 | Annual membership dues |
| Greater Boston Chamber of Commerce | |||||||
| 265 Franklin Street | Boston | MA | 02110 | 041103090 | 501(C)6 | $14,350 | Annual Meeting & Dinner and ($10,000) Government A |
| Greater Boston Interfaith Organization | |||||||
| 4 Longfellow Pl Ste 3105 | Boston | MA | 02114 | 043355553 | 501(C)3 | $15,000 | Stronger Together($5,000) and Program support ($10 Fashion Show |
| Hasbro Children's Hospital | |||||||
| Post Office Box H | Providence | RI | 02901 | 050468736 | 501(C)3 | $10,000 | Play-Doh Ball |
| Health Care for All | |||||||
| 30 Winter St 10th Floor | Boston | MA | 02108 | 043071598 | 501(C)3 | $40,000 | Annual For the People Event ($10,000 and NH-$5,000 |
| HomeStart Inc | |||||||
| 105 Chauncy Street | Boston | MA | 20111 | 043311270 | 501(C)3 | $10,000 | Annual Fall Gala |
| Joselin Diabetes Center | |||||||
| 1 Joselin Place | Boston | MA | 02215 | 042203836 | 501(C)3 | $10,000 | Annual High Hopes Gala |
| March of Dimes - Rhode Island Chapter | |||||||
| 1275 Mamaroneck Ave | White Plains | NY | 10605 | 131846366 | 501(C)3 | $10,000 | March for Babies ($5,000) and Citizen of the Year |
| March of Dimes - Massachusetts | |||||||
| 1275 Mamaroneck Ave | White Plains | NY | 10605 | 131846366 | 501(C)3 | $10,000 | Annual FDR Humanitarian Award Gala |
| Massachusetts Association for Mental Health | |||||||
| 130 Bowdoin Street 309 | Boston | MA | 02108 | 042104711 | 501(C)3 | $28,000 | Annual Friend & Leader and Spirit of Compassion Aw |
| Massachusetts Health Council | |||||||
| 200 Reservoir Street 101 | Needham | MA | 02494 | 042296739 | 501(C)3 | $15,750 | Annual Award Dinner Gala ($10,000 and NH-$5,000), |
| Mass Insight | |||||||
| 18 Tremont Street | Boston | MA | 02108 | 043369687 | 501(C)3 | $10,000 | A Guide on How to Talk to Employees About Managing |
| Massachusetts League of Comm Health Centers | |||||||
| 40 Court Street 10th FL | Boston | MA | 02108 | 042507409 | 501(C)3 | $14,400 | Marvels of Massachusetts ($3,000 and NH-$5,000); G |
| MA Women's Political Caucus-EDUCATION FUND | |||||||
| 92 South Street | Boston | MA | 02110 | 042738443 | 501(C)3 | $20,000 | Annual Good Guys ($10,000) and Abigail Adams ($10, |
| National Braille Press | |||||||
| 88 Saint Stephen Street | Boston | MA | 02115 | 042104740 | 501(C)3 | $10,000 | A Million Laughs for Literacy Gala |
| New England Council | |||||||
| 98 North Washington Street | Boston | MA | 02114 | 041661090 | 501(C)3 | $8,000 | Annual Dinner($6,000) and WDC Reception & Congress |
| NEHI (New England Healthcare Institute) | |||||||
| One Broadway 15th Flr | Cambridge | MA | 02142 | 010624865 | 501(C)3 | $10,000 | Annual Innovators in Health Awards ($5,000 and NH- |
| Operation ABLE | |||||||
| 131 Tremont Street | Boston | MA | 02111 | 042761871 | 501(C)3 | $10,000 | Annual Starfish Thrower Award Gala |
| Perkins School for the Blind | |||||||
| 175 N Beacon Street | Watertown | MA | 02472 | 042103616 | 501(C)3 | $25,000 | Annual Perkins Possibility Gala |
| Reliant Medical Group Foundation | |||||||
| 630 Plantation Street | Worcester | MA | 01605 | 222912515 | 501(C)3 | $22,000 | Annual Drive for a Difference Golf Classic and Auc |
| The Family Pantry of Cape Cod | |||||||
| 133 Queeen Anne Road | Harwich | MA | 02645 | 223079904 | 501(C)3 | $10,000 | Summer Gala |
| The Schwartz Center | |||||||
| 205 Portland Street | Boston | MA | 02114 | 041564655 | 501(C)3 | $56,364 | Annual Compassionate Healthcare Dinner ($25,000 an |
| Tufts Health Care Institute | |||||||
| 136 Harrison Avenue | Boston | MA | 02111 | 043289926 | 501(C)3 | $20,000 | Annual program support |
| Tufts Medical Center | |||||||
| 800 Washington St | Boston | MA | 02111 | 043400317 | 501(C)3 | $15,000 | Annual Working Wonders |
| Tufts University School of Medicine | |||||||
| 136 Harrison Avenue | Boston | MA | 02111 | 042103634 | 501(C)3 | $66,000 | Annual Department of Public Health & Family Medici |
| UMass Boston | |||||||
| 225 Franklin Street | Boston | MA | 02110 | 046013152 | 501(C)3 | $10,000 | Gala honoring James T. Brett |
| UMass Memorial's Newborn ICU | |||||||
| 333 South Street | Shrewsbury | MA | 01545 | 043108190 | 501(C)3 | $10,000 | Annual Tee Up for Tots ($5,000) and Winter Ball ($ |
| United Way of MA Bay and Merrimack Valley | |||||||
| 51 Sleeper Street | Boston | MA | 02210 | 042382233 | 501(C)3 | $20,000 | Annual Healthcare Leadership Breakfast ($15,000 an |
| Visiting Nurse Association of Boston | |||||||
| 500 Rutherford Ave | Charlestown | MA | 02129 | 042105800 | 501(C)3 | $5,375 | Annual Heroes in Home Healthcare Gala ($5,000 and |
| Watertown-Belmont Chamber of Commerce | |||||||
| 182 Main Street | Watertown | MA | 02471 | 222140700 | 501(C)6 | $5,895 | Annual Neighbors and Newsmakers and Events |
| Wheelock College | |||||||
| 200 The Riverway | Boston | MA | 02215 | 042103639 | 501(C)3 | $10,000 | Annual Passion for Action |
| YMCA of Greater Boston | |||||||
| 316 Huntington Avenue | Boston | MA | 02115 | 042103551 | 501(C)3 | $15,000 | Annual Y Achievers |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 38 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Description of Organization's Procedures for Monitoring the Use of Grants | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ONLY CONTRIBUTES TO TAX-EXEMPT ORGANIZATIONS UNDER 501(C)AND CERTAIN GOVERNMENTAL UNITS. THE ORGANIZATION CONTRIBUTES TO WELL ESTABLISHED, NON-PROFIT ORGANIZATIONS THAT HAVE ESTABLISHED POLICIES AND PROCEDURES FOR MONITORING THE USE OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 | Yes (true) | 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 | Yes (true) | 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 (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES ROOSEVELT | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $826,245 | $0 | $1,034,838 | $0 | $137,734 | $0 | $283,910 | $0 | $10,121 | $0 | $2,292,848 | $0 | $0 |
| THOMAS CROSWELL | ||||||||||||||
| PRESIDENT & COO | $0 | $575,432 | $0 | $556,177 | $0 | $87,915 | $0 | $27,800 | $0 | $6,144 | $0 | $1,253,468 | $0 | $0 |
| UMESH KURPAD | ||||||||||||||
| SVP & CFO | $0 | $425,284 | $0 | $365,939 | $0 | $54,808 | $0 | $49,813 | $0 | $14,637 | $0 | $910,481 | $0 | $0 |
| PATRICIA TREBINO | ||||||||||||||
| SVP OF OPERATIONS & CIO | $0 | $390,185 | $0 | $342,083 | $0 | $52,033 | $0 | $27,200 | $0 | $12,272 | $0 | $823,773 | $0 | $0 |
| LOIS CORNELL | ||||||||||||||
| CAO & GENERAL COUNSEL | $0 | $403,500 | $0 | $347,195 | $0 | $50,824 | $0 | $32,202 | $0 | $14,617 | $0 | $848,338 | $0 | $0 |
| BRIAN PAGLIARO | ||||||||||||||
| SVP OF SALES, MKTG AND CLIENT | $0 | $349,439 | $0 | $296,553 | $0 | $39,443 | $0 | $84,408 | $0 | $14,278 | $0 | $784,121 | $0 | $0 |
| PATRICIA BLAKE | ||||||||||||||
| SVP SENIOR PRODUCTS | $0 | $351,540 | $0 | $302,486 | $0 | $39,785 | $0 | $25,200 | $0 | $14,286 | $0 | $733,297 | $0 | $0 |
| PAUL KASUBA | ||||||||||||||
| SVP & CMO | $0 | $338,475 | $0 | $296,748 | $0 | $46,452 | $0 | $50,596 | $0 | $14,329 | $0 | $746,600 | $0 | $0 |
| TRACEY CARTER | ||||||||||||||
| SVP & CHIEF ACTUARY | $0 | $314,623 | $0 | $275,837 | $0 | $35,490 | $0 | $72,394 | $0 | $14,113 | $0 | $712,457 | $0 | $0 |
| MARC SPOONER | ||||||||||||||
| SVP HEALTH CARE SERVICES | $0 | $299,392 | $0 | $254,080 | $0 | $29,521 | $0 | $28,670 | $0 | $14,039 | $0 | $625,702 | $0 | $0 |
| ROLAND PRICE | ||||||||||||||
| TREASURER & VP | $0 | $223,981 | $0 | $67,493 | $0 | $6,164 | $0 | $59,363 | $0 | $9,231 | $0 | $366,232 | $0 | $0 |
| CHRISTINA SEVERIN | ||||||||||||||
| SVP & PRES - NH (TRM 6/13) | $0 | $263,619 | $0 | $203,018 | $0 | -$1,945 | $0 | $4,911 | $0 | $10,558 | $0 | $480,161 | $0 | $0 |
| DAVID ABELMAN TRM 82813 | ||||||||||||||
| SVP, GENERAL GC & PRES THP FDN | $0 | $217,638 | $0 | $278,811 | $0 | $34,450 | $0 | $29,553 | $0 | $9,474 | $0 | $569,926 | $0 | $0 |
| AIDA MAGARACE | ||||||||||||||
| VP OF FINANCE & CONTROLLER | $0 | $290,157 | $0 | $199,875 | $0 | $36,193 | $0 | $27,202 | $0 | $5,593 | $0 | $559,020 | $0 | $0 |
| LYDIA GREENE | ||||||||||||||
| VP, HR & DIVERSITY | $0 | $271,924 | $0 | $187,316 | $0 | $27,069 | $0 | $57,831 | $0 | $14,028 | $0 | $558,168 | $0 | $0 |
| JOSEPH IMBIMBO | ||||||||||||||
| VP OF TECHNOLOGY OPERATIONS | $0 | $254,199 | $0 | $175,106 | $0 | $25,455 | $0 | $55,298 | $0 | $9,969 | $0 | $520,027 | $0 | $0 |
| MIRIAM SULLIVAN | ||||||||||||||
| VP OF PHARMACY & HLTH PRGRMS | $0 | $250,998 | $0 | $172,087 | $0 | $19,617 | $0 | $24,816 | $0 | $9,511 | $0 | $477,029 | $0 | $0 |
| PETER YERACARIS | ||||||||||||||
| CMO, NETWORK HTH (TRM 10/4/13) | $0 | $249,847 | $0 | $88,412 | $0 | $64,083 | $0 | $7,444 | $0 | $16,981 | $0 | $426,767 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Supplemental Compensation Information | SCHEDULE J, PART I, LINE 1A CHRISTOPHER GORTON RECEIVED GROSSED-UP PAYMENTS AS PART OF A RELOCATION AGREEMENT. SCHEDULE J, PART I, LINE 4A Peter Yeracaris received a severance payment of $67,071 during 2013. He will receive severance from 10/07/13 - 10/03/14. 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, LINES 6A & 6B | THE OFFICERS AND KEY EMPLOYEES LISTED ON PART VII OF TUFTS HEALTH PLAN 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. IN 2013, THIS COMPONENT AMOUNTED TO 18.45% FOR DIRECTOR LEVEL EMPLOYEES. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ALERE INC | |||
| James Roosevelt, Director | $3,137,056 | SEE SCHEDULE L, PART V | false |
| POINTRIGHT INC | |||
| JAMES ROOSEVELT, DIRECTOR | $388,713 | SEE SCHEDULE L, PART V | false |
| CENTURY BANK TRUST | |||
| Jackie Jenkins-Scott, Dir | $161,351 | SEE SCHEDULE L, PART V | false |
| URGENT CARE CENTERS OF NEW ENGLAND | |||
| UMESH KURPAD, SN VP & CFO | $4,107,000 | SEE SCHEDULE L, PART V | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE L, PART IV JAMES ROOSEVELT, PRESIDENT & CEO AND DIRECTOR, IS ALSO A DIRECTOR OF ALERE, INC. PAYMENTS WERE MADE TO ALERE, INC. FOR SERVICES PROVIDED TO TAHMO. MR. ROOSEVELT DID NOT RECEIVE ANY PORTION OF THESE PAYMENTS. JAMES ROOSEVELT, PRESIDENT & CEO AND DIRECTOR, IS ALSO A DIRECTOR OF POINTRIGHT INC., WHICH PURCHASED GROUP HEALTH INSURANCE COVERAGE FROM TAHMO IN 2013 AND PAID PREMIUMS TO TAHMO IN CONNECTION WITH THIS COVERAGE. MR. ROOSEVELT DID NOT RECEIVE ANY PORTION OF THESE PAYMENTS. JACKIE JENKINS-SCOTT, DIRECTOR, IS ALSO A DIRECTOR OF CENTURY BANK & TRUST. PAYMENTS WERE MADE TO CENTURY BANK & TRUST FOR SERVICES PROVIDED TO TAHMO. MS. JENKINS-SCOTT DID NOT RECEIVE ANY PORTION OF THESE PAYMENTS. UMESH KURPAD, CFO, IS ALSO A DIRECTOR OF URGENT CARE CENTERS OF NEW ENGLAND, INC., A CORPORATION IN WHICH TAHMO HOLDS A MINORITY OWNERSHIP INTEREST AND THAT OWNS URGENT CARE CENTERS IN THE TUFTS HEALTH PLAN NETWORK. CAPITAL INVESTMENTS WERE MADE IN 2013. MR. KURPAD DID NOT RECEIVE ANY PORTION OF THESE PAYMENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ORGANIZATION'S MISSION STATEMENT | FORM 990, PART III, LINE 1 TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.'S (TAHMO) MISSION IS TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES IT SERVES. TAHMO IS RESPONSIBLE FOR ARRANGING THE DELIVERY OF COMPREHENSIVE, PREVENTIVE AND THERAPEUTIC HEALTH CARE SERVICES TO SUBSCRIBING INDIVIDUALS IN RETURN FOR A FIXED MONTHLY PAYMENT. SERVICES ARE PROVIDED THROUGH A CONTRACTED NETWORK OF INDEPENDENT PROVIDER GROUPS AND HOSPITALS WITHIN THE SERVICE AREA. TAHMO PRODUCTS ARE AVAILABLE TO ALL SIZE EMPLOYER GROUPS, INCLUDING A MERGED SMALL GROUP AND INDIVIDUAL MARKET, AND ARE BASED ON A GENERAL COMMUNITY RATING METHODOLOGY. TAHMO ALSO OFFERS PRODUCTS TO INDIVIDUALS WHO ARE MEDICARE AND/ OR MEDICAID ELIGIBLE. TAHMO PROVIDES A BROAD RANGE OF PROGRAMS DESIGNED TO EDUCATE ITS MEMBERS IN HEALTH MAINTENANCE AND DISEASE PREVENTION. TAHMO IS DEDICATED TO OFFERING A VARIETY OF QUALITY, INNOVATIVE HEALTH COVERAGE OPTIONS AT THE LOWEST COST, AND TO IMPROVING ACCESS TO AFFORDABLE HEALTH CARE BY DEVELOPING AND EMPLOYING STRATEGIES THAT IMPROVE THE ALLOCATION OF HEALTH CARE RESOURCES. IN ADDITION TO PROVIDING THESE SERVICES TO ITS MEMBERS, TAHMO IS DEDICATED TO PROVIDING AND FUNDING HEALTH PROGRAMS THAT BENEFIT THE COMMUNITY TAHMO SERVES. |
| PROGRAM SERVICE ACCOMPLISHMENTS | FORM 990, PART III, LINE 4A HMO TAHMO'S MAIN PRODUCT IS ITS COMMERCIAL HMO. IN 2013, THE HMO PROVIDED AFFORDABLE HEALTH COVERAGE TO APPROXIMATELY 234,035 MEMBERS. TAHMO STRIVES TO PROVIDE HMO COVERAGE THAT IS AFFORDABLE, AND PROVIDES ACCESS TO TOP QUALITY HEALTH CARE SERVICES. TAHMO ALSO PROVIDES PROGRAMS THAT TARGET THE IMPROVEMENT OF THE HEALTH OF ITS MEMBERS, AS WELL AS THE COMMUNITY AT LARGE. QUALITY: IN 2013, TAHMO WAS RECOGNIZED BY THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) AS RANKING SIXTH AMONG 484 PLANS REVIEWED NATIONALLY FOR ITS EXCELLENCE IN PROVIDING INNOVATIVE, HIGH-QUALITY HEALTH CARE COVERAGE TO ITS HMO AND POS MEMBERS. TAHMO HAS ATTAINED NCQA'S HIGHEST RATING SINCE 1996. TAHMO HAS ALSO IMPLEMENTED PROGRAMS WITH PROVIDERS THAT FOCUS ON THE QUALITY OF HEALTH CARE SERVICES PROVIDED AND, IN SOME INSTANCES, WHICH TAILOR REIMBURSEMENT FOR SERVICES BASED IN PART ON QUALITY STANDARDS. TUFTS HEALTH PLAN WAS ALSO AWARDED THE WELLNESS AND HEALTH PROMOTION ACCREDITATION BY NCQA FOR 2013. TAHMO PROVIDES SPECIALTY CARE MANAGEMENT SERVICES FOR ITS MEMBERS WITH COMPLEX MEDICAL, MENTAL HEALTH AND SUBSTANCE ABUSE CONDITIONS. TAHMO MEMBERS RECEIVE TARGETED HEALTH REMINDERS TO ENCOURAGE PREVENTIVE HEALTH CARE, SUCH AS FOR FLU VACCINES AND PNEUMOVAX. TAHMO'S CARE MANAGERS ASSIST MEMBERS WHO ARE ILL OR DISABLED IN NAVIGATING THE HEALTH CARE SYSTEM AND PROVIDE REFERRALS TO COMMUNITY RESOURCES. OUR ONLINE HEALTH AND WELLNESS RESOURCE CENTER, AVAILABLE TO THE COMMUNITY AT LARGE, INCLUDES A LIBRARY OF TOOLS AND READY-MADE PRINT AND ELECTRONIC MATERIALS. THESE RESOURCES HELP TO ENCOURAGE HEALTHY BEHAVIORS, INCREASE DEMAND FOR PREVENTIVE HEALTH, AND DRIVE ENGAGEMENT IN PROGRAMS THAT EDUCATE AND EMPOWER HEALTHIER LIFESTYLES AND REDUCE HEALTH RISKS. TOPICS INCLUDE PREVENTIVE CARE BENEFITS, HEALTHY EATING AND WEIGHT CONTROL, EXERCISE AND FITNESS, MANAGING STRESS AND HEART HEALTH, CANCER PREVENTION, AND TOBACCO CESSATION. WE ALSO OFFER A VARIETY OF WELLNESS PROGRAMS AT THE WORKSITE SUCH AS FLU SHOTS, CHOLESTEROL SCREENINGS, STRESS MANAGEMENT, AND MORE. OUR CERTIFIED WELLNESS CONSULTANTS CAN HELP EMPLOYERS FORM A WELLNESS COMMITTEE, ASSESS THE NEEDS OF EMPLOYEES, ASSIST WITH A PERSONAL HEALTH ASSESSMENT CAMPAIGN, AND PROVIDE GUIDANCE ON SUPPORTING A "CULTURE OF WELLNESS." TAHMO'S ONLINE MEMBER PORTAL SERVES AS A CENTRAL HUB FOR LIFESTYLE MANAGEMENT PROGRAM COMPONENTS, HEALTH AND WELLNESS CONTENT, AND TOOLS. THE PORTAL OFFERS A PERSONAL HEALTH ASSESSMENT AND RESOURCES DESIGNED TO ENCOURAGE INDIVIDUALS TO LEAD HEALTHIER LIVES BASED ON THEIR INTERESTS, OVERALL HEALTH CONDITION, AND MANY OTHER PERSONAL ATTRIBUTES. TAHMO ALSO PUBLISHES WELL! MAGAZINE TWO TIMES A YEAR. THE MAGAZINE IS AN EDUCATIONAL RESOURCE ON TOPICS PERTAINING TO ACCESS TO CARE, PREVENTIVE CARE, HEALTH INFORMATION AND HEALTH CARE REMINDERS. IT ALSO PROVIDES INFORMATION FOR MEMBERS ON HOW TO GET THE MOST OF TUFTS HEALTH PLAN'S BENEFITS. WELL IS MAILED TO MEMBERS' HOMES AND IS AVAILABLE TO THE PUBLIC ON THE TUFTS HEALTH PLAN WEBSITE. ACCESS: TAHMO'S MEMBERS HAVE ACCESS TO MORE THAN 88 HOSPITALS AND 29,715 PRIMARY CARE PROVIDERS AND SPECIALISTS, AND OTHER HEALTH CARE PROFESSIONALS, AS WELL AS CONDITION MANAGEMENT PROGRAMS, PREVENTION AND WELLNESS PROGRAMS. AFFORDABILITY: TAHMO'S GOAL IS TO PROVIDE THE HIGHEST QUALITY HEALTH CARE SERVICES AT THE LOWEST COST TO AS MANY MASSACHUSETTS AND RHODE ISLAND RESIDENTS AS POSSIBLE. UNDER THE DIRECTION OF ITS CHIEF MEDICAL DIRECTOR, TAHMO HAS DESIGNED HEALTH MANAGEMENT PROGRAMS TO SIMULTANEOUSLY LOWER MEDICAL COSTS AND IMPROVE QUALITY AND OUTCOMES. BY LOWERING MEDICAL COSTS, TAHMO IS ABLE TO OFFER COMPETITIVE PREMIUM RATES AND PROVIDE COVERAGE TO MORE PEOPLE. TAHMO MEMBERS RECEIVE DISCOUNTS ON A VARIETY OF SERVICES TO MAINTAIN A HEALTHY LIFESTYLE, AND ONLINE TOOLS TO MAXIMIZE BENEFITS OFFERED AND TO MAKE INFORMED HEALTH CARE DECISIONS. EXAMPLES INCLUDE DISCOUNTS ON MEMBERSHIPS IN PARTICIPATING FITNESS CLUBS, NUTRITIONAL COUNSELING VISITS, WEIGHT LOSS PROGRAMS, AND DISCOUNTED MEMBERSHIP IN THE APPALACHIAN MOUNTAIN CLUB - A NONPROFIT ORGANIZATION THAT ENCOURAGES OUTDOOR PHYSICAL ACTIVITY. RECOGNIZING THAT STRESS IS A UNIQUE CONTRIBUTOR TO POOR HEALTH, TAHMO ALSO PROVIDES DISCOUNTS TO MEMBERS FOR A MINDFULNESS AND STRESS REDUCTION PROGRAM, MASSAGE THERAPY, ACUPUNCTURE, AND OTHER SERVICES AND PRODUCTS RELATED TO STRESS RELIEF. TAHMO IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITY AS WELL AS THAT OF ITS MEMBERS. THE ORGANIZATION TAKES THIS COMMITMENT SERIOUSLY AND HAS A DEDICATED COMMUNITY PARTNERSHIP PROGRAM THAT PROVIDES IN-KIND AND FINANCIAL SUPPORT TO NOT-FOR-PROFIT PROGRAMS THROUGHOUT MASSACHUSETTS. SUPPORT IS BROAD BASED AND REFLECTS DIVERSE SPONSORSHIP OF ORGANIZATIONS THAT PROMOTE IMPROVED COMMUNITY HEALTH. SOME EXAMPLES OF PHILANTHROPY INCLUDE FUNDING TO HEALTH CARE FOR ALL, THE ALZHEIMER'S ASSOCIATION, AND THE MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH. TUFTS HEALTH PLAN FOUNDATION, INC: THE FOUNDATION WAS ESTABLISHED BY TAHMO IN 2007 TO SUPPORT TAHMO'S MISSION BY PROMOTING HEALTHY LIFESTYLES AND THE DELIVERY OF QUALITY CARE IN THE COMMUNITIES THAT TAHMO SERVES. IN 2012 THE TUFTS HEALTH PLAN FOUNDATION CONTINUED ITS COMMITMENT TO THE COMMUNITY THROUGH GRANTMAKING AND PROGRAM BUILDING. THE FOUNDATION COMPLETED THE FOURTH YEAR OF ITS STRATEGY TO PROMOTE HEALTHY AGING -- IMPROVING THE LIVES OF OLDER ADULTS AGE 60 AND OVER. IN 2013 THE FOUNDATION AWARDED NEARLY $3.4 MILLION IN GRANTS IN THE HEALTHY AGING FOCUS AREAS OF CAREGIVER SUPPORT, FALL PREVENTION, INTERGENERATIONAL COLLABORATION AND VIBRANT LIFESTYLES. SUMMARY: IN SUMMARY, TAHMO IS DEDICATED TO OFFERING A VARIETY OF QUALITY, INNOVATIVE HEALTH COVERAGE OPTIONS AT THE LOWEST COST AND TO IMPROVING ACCESS TO AFFORDABLE HEALTH CARE BY DEVELOPING AND EMPLOYING STRATEGIES THAT IMPROVE THE ALLOCATION OF HEALTH CARE RESOURCES. IN ADDITION TO PROVIDING THESE SERVICES TO ITS MEMBERS, TAHMO IS DEDICATED TO PROVIDING AND FUNDING HEALTH PROGRAMS THAT BENEFIT THE COMMUNITY TAHMO SERVES. Medicare Advantage FORM 990, PART III, LINE 4B TAHMO ALSO OFFERS PRODUCTS TO MEDICARE ELIGIBLE ENROLLEES. IN 2013, TUFTS HEALTH PLAN MEDICARE PREFERRED (TUFTS MEDICARE PREFERRED) PROVIDED AFFORDABLE HEALTH COVERAGE TO APPROXIMATELY 112,469 MEMBERS IN MASSACHUSETTS. TUFTS MEDICARE PREFERRED STRIVES TO PROVIDE COVERAGE OPTIONS THAT ARE AFFORDABLE AND PROVIDE ACCESS TO TOP QUALITY HEALTH CARE SERVICES FOR SENIORS. TUFTS MEDICARE PREFERRED ALSO OFFERS PROGRAMS THAT TARGET THE IMPROVEMENT OF THE HEALTH OF ITS MEMBERS, AS WELL AS THE COMMUNITY AT LARGE. WITHIN THE MASSACHUSETTS MEDICARE ADVANTAGE MARKET, TUFTS MEDICARE PREFERRED IS THE MARKET LEADER WITH 54% MARKET SHARE - COVERING MORE INDIVIDUALS THROUGH MEDICARE ADVANTAGE PRODUCTS THAN ANY OTHER CARRIER. TUFTS MEDICARE PREFERRED ALSO OFFERS CARE MANAGEMENT AND CONDITION MANAGEMENT SERVICES TO MEMBERS AND PUBLISHES WELL! MAGAZINE FOR ITS MEDICARE POPULATION TWO TIMES A YEAR. THE MAGAZINE IS AN EDUCATIONAL RESOURCE ON TOPICS PERTAINING TO SAFETY, ACCESS TO CARE, PREVENTIVE CARE, HEALTH INFORMATION AND HEALTH CARE REMINDERS, TARGETED TO ITS SPECIFIC POPULATION. IT ALSO PROVIDES INFORMATION FOR MEMBERS ON HOW TO GET THE MOST OF TUFTS HEALTH PLAN'S BENEFITS. WELL IS MAILED TO MEMBERS' HOMES AND IS AVAILABLE TO THE PUBLIC ON THE TUFTS MEDICARE PREFERRED WEBSITE. Medicaid FORM 990, PART III, LINE 4C NETWORK HEALTH, LLC PROVIDED HEALTH INSURANCE COVERAGE FOR LOW-INCOME RESIDENTS OF MASSACHUSETTS THROUGH CONTRACTS WITH THE STATE OF MASSACHUSETTS COMMONWEALTH HEALTH INSURANCE CONNECTOR AUTHORITY AND EXECUTIVE OFFICE OF HEALTH & HUMAN SERVICES. |
| DESCRIPTION OF RELATIONSHIPS | FORM 990, PART VI, QUESTION 2 THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS HEALTH PLAN FOUNDATION, 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 PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS ASSOCIATED HEALTH PLAN, INC: DAVEY SCOON JAMES ROOSEVELT PAUL KASUBA THOMAS CROSWELL PATRICIA TREBINO LOIS CORNELL BRIAN PAGLIARO UMESH KURPAD ROLAND PRICE DAVID ABELMAN (through 8/28/13) PATRICIA BLAKE TRACEY CARTER MARC SPOONER THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TOTAL HEALTH PLAN, INC: JAMES ROOSEVELT THOMAS CROSWELL UMESH KURPAD PAUL KASUBA PATRICIA TREBINO LOIS CORNELL BRIAN PAGLIARO ROLAND PRICE DAVID ABELMAN (through 8/28/13) PATRICIA BLAKE TRACEY CARTER MARC SPOONER THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS INSURANCE COMPANY: DAVEY SCOON JAMES ROOSEVELT THOMAS CROSWELL LOIS CORNELL UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS BENEFIT ADMINISTRATORS, INC: JAMES ROOSEVELT THOMAS CROSWELL LOIS CORNELL UMESH KURPAD ROLAND PRICE THE FOLLOWING PEOPLE SERVED AS A BOARD MEMBER OR OFFICER FOR TUFTS BROKERAGE CORPORATION, INC: JAMES ROOSEVELT THOMAS CROSWELL LOIS CORNELL THE FOLLOWING PEOPLE SERVED AS A BOARD OF MANAGERS MEMBER OR OFFICER FOR CHRISTIE STUDENT HEALTH, LLC: THOMAS CROSWELL UMESH KURPAD THE FOLLOWING PEOPLE SERVED AS A BOARD OF MANAGERS MEMBER OR OFFICER FOR NETWORK HEALTH, LLC: JAMES ROOSEVELT THOMAS CROSWELL UMESH KURPAD LOIS CORNELL ROLAND PRICE |
| DESCRIPTION OF MANAGAMENT ARRANGEMENT | FORM 990, PART VI, QUESTION 3 TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. IS MANAGED BY TUFTS ASSOCIATED HEALTH PLAN, INC., (TAHP) ITS WHOLLY OWNED SUBSIDIARY. TAHP PERFORMS MANAGEMENT, ADMINISTRATIVE, AND MARKETING SERVICES FOR TAHMO, INCLUDING EMPLOYEE DECISIONS AND SUPERVISING AND PLANNING AND EXECUTING BUDGETS AND FINANCIAL OPERATIONS. ALL OF THE OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII, SECTION A ARE EMPLOYEES OF TAHP. THEIR COMPENSATION IS LISTED IN PART VII, SECTION A AND SCHEDULE J. 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 FOR MAJORITY OF THE TIME, THE ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS MEETINGS HELD AND WRITTEN ACTIONS UNDERTAKEN BY ITS COMMITTEES. HOWEVER, ON LIMITED OCCASIONS, THEY MAY HAVE A SERIES OF CONFERENCE CALLS AND MINUTES FOR THOSE CALLS ARE NOT APPROVED UNTIL THE IN-PERSON MEETINGS, WHICH MAY BE SIXTY DAYS OR MORE LATER. |
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, QUESTION 11B THE FORM 990 IS PREPARED IN OUR FINANCE DEPARTMENT, WITH ASSISTANCE FROM OUR EXTERNAL ACCOUNTANTS, ERNST & YOUNG. THIS PREPARATION BEGAN IN MAY 2014. INFORMATION IS PROVIDED BY OUR FINANCE DEPARTMENT, GOVERNANCE MANAGER, COMPLIANCE & PRIVACY OFFICER, AND INTERNAL 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, QUESTION 12C THE TUFTS HEALTH PLAN (THP) CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND REVISED AS NEEDED. THE POLICY REQUIRES MANAGERS WHO OVERSEE OUTSIDE RELATIONSHIPS, AS WELL AS ALL DIRECTORS, AVPS, VPS, SVPS, THE PRESIDENT AND THE CEO, TO ATTEST ANNUALLY THAT THEY WILL ABIDE BY THE POLICY. IT ALSO REQUIRES THEM TO SUBMIT AN ANNUAL DISCLOSURE STATEMENT TO THE COMPLIANCE & PRIVACY OFFICER, LISTING ANY OUTSIDE RELATIONSHIPS, INCLUDING FINANCIAL AND/OR BOARD RELATIONSHIPS, THAT THEY OR A FAMILY MEMBER HAVE WITH THP'S SUPPLIERS, PURCHASERS, PROVIDERS AND/OR COMPETITORS. THERE IS A PROTOCOL TO REVIEW ANY DISCLOSURE THAT MIGHT BE A POTENTIAL CONFLICT OF INTEREST. ALSO, ALL EMPLOYEES ARE REQUIRED TO REPORT THE OFFER BY AN OUTSIDE ENTITY OF ANY GIFTS, HONORARIA OR COVERAGE OF BUSINESS EXPENSES TO THE COMPLIANCE & PRIVACY OFFICER AND A SENIOR LEADER. BOTH MUST APPROVE BEFORE ACCEPTANCE IS ALLOWED. THE LEVELS OF REVIEW ARE: FOR BOARD MEMBERS, THE BOARD CHAIR, CEO, AND BOARD AUDIT & COMPLIANCE COMMITTEE CHAIR - ONCE DISCLOSURES ARE REVIEWED AND APPROVED, THEY ARE COMMUNICATED TO THE GOVERNANCE MANAGER AND TO THE COMPLIANCE AND PRIVACY OFFICER. FOR TUFTS HEALTH PLAN MANAGEMENT, THE COMPLIANCE AND PRIVACY OFFICER, CHIEF COMPLIANCE & ETHICS OFFICER, AND GENERAL COUNSEL. DISCLOSURES THAT NEED FURTHER REVIEW ARE BROUGHT TO THE BOARD AUDIT & COMPLIANCE COMMITTEE CHAIR. IF A CONFLICT OF INTEREST DOES EXIST, A TRANSACTION WITH THE ENTITY WITH WHICH THERE IS A CONFLICT MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1. THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2. THE PERSON WITH THE CONFLICT OF INTEREST MAY PRESENT INFORMATION, BUT THEN SHALL BE EXCUSED FROM FURTHER DISCUSSION AND FROM THE DECISION REGARDING APPROVING SUCH TRANSACTION; 3. IF PRACTICAL, A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4. THE BOARD (OR A DULY CONSTITUTED COMMITTEE THEREOF OR BOARD APPOINTEE) OR THE CHIEF COMPLIANCE & ETHICS OFFICER HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. ALL NEW HIRES, AND ALL EMPLOYEES ON AN ANNUAL BASIS, COMPLETE COMPLIANCE TRAINING THAT ADDRESSES CONFLICT OF INTEREST AND REQUIRES THE EMPLOYEE TO ATTEST THAT THEY DO NOT HAVE ANY POTENTIAL CONFLICTING RELATIONSHIPS THAT THEY HAVE NOT DISCLOSED TO THE PROPER LEVEL OF MANAGEMENT AND TO THE COMPLIANCE & PRIVACY OFFICER. |
| OFFICES & POSITIONS FOR WHICH PROCESS WAS USED & YEAR PROCESS WAS BEGUN | FORM 990, PART VI, QUESTIONS 15A & 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 TOTAL 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 CEO'S 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 BOARD'S 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 COMPANY'S 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 COMPANY'S EXECUTIVES. THE COMMITTEE USES THIS DATA IN ITS REVIEW OF: - SETTING BASE SALARIES - IN LIGHT OF MARKET DATA AND THE INDIVIDUAL'S 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 COMPANY'S 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 INDIVIDUAL'S 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 COMPANY'S 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 COMPANY'S COMPETITIVE MARKET FOR EXECUTIVE POSITIONS (AS DESCRIBED ABOVE); - MATCHED THE COMPANY'S EXECUTIVE POSITIONS IN THE SURVEYS BASED ON THE COMPANY'S 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, QUESTION 19 OUR GOVERNING DOCUMENTS ARE PUBLICLY FILED AND AVAILABLE UPON REQUEST. OUR CONFLICTS OF INTEREST POLICY IS ALSO AVAILABLE UPON REQUEST. OUR ANNUAL FINANCIAL REPORT AND QUARTERLY FINANCIAL UPDATES ARE POSTED ON OUR PUBLIC WEBSITE AND ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 9 INVESTMENT ADJUSTMENT IN NHLLC: $ 60,716,105 CHANGE IN NON ADMITTED ASSETS: ($ 20,741,524) RENTAL INCOME NOT RECORDED ON FINANCIAL STATEMENTS: $ 16,234 TOTAL OTHER CHANGE IN NET ASSETS: ($ 39,990,815) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NETWORK HEALTH LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 STATION LANDING 4TH FLOOR | AddressLine1 |
| City | MEDFORD | City |
| State | MA | State |
| ZIP Code | 02155 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800721489 | EIN |
| Primary Activities | INSURANCE | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Total Income | $1,080,257,550 | TotalIncomeAmt |
| End Of Year Assets | $316,627,023 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAHMO | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS HEALTH PLAN FOUNDATION 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 | 261374263 | EIN |
| Primary Activities | GRANT MAKING | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11 TYPE I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAHMO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| CHRISTIE STUDENT HEALTH PLANS LLC | |||||||
| 80 HAYDEN AVE | LEXINGTON | MA | 02141 | 461875544 | INSURANCE | MA | TAHP |
| KAISER PERMANENTE VENTURES LLC | |||||||
| 1 KAISER PLAZA 15L | OAKLAND | CA | 94612 | 273339892 | HEALTHCARE | DE | NA |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TUFTS ASSOCIATED HEALTH PLANS INC | ||||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 042985923 | MANAGEMENT SV | DE | TAHMO | C CORP | $258,700,339 | $156,857,939 | 1.00000 | Yes (true) |
| TUFTS INSURANCE COMPANY | ||||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 043319729 | INSURANCE | MA | TAHP | C CORP | $235,052,277 | $83,843,441 | 1.00000 | Yes (true) |
| TUFTS BENEFIT ADMINISTRATORS INC | ||||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 043270923 | TPA | MA | TAHP | C CORP | $63,504,361 | $21,649,010 | 1.00000 | Yes (true) |
| TOTAL HEALTH PLAN INC | ||||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 042918943 | TPA | MA | TAHP | C CORP | $27,424,326 | $23,505,447 | 1.00000 | Yes (true) |
| TAHP BROKERAGE CORPORATION | ||||||||||||
| 705 MOUNT AUBURN STREET | WATERTOWN | MA | 02472 | 043072692 | BROKERAGE COM | MA | TAHP | C CORP | $0 | $198,392 | 1.00000 | Yes (true) |
| 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 |
| 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 | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TUFTS INSURANCE COMPANY | ||
| R | $11,500,000 | ACCRUAL |
| TUFTS INSURANCE COMPANY | ||
| S | $6,800,000 | ACCRUAL |
| TOTAL HEALTH PLAN | ||
| R | $2,100,000 | ACCRUAL |
| TOTAL HEALTH PLAN | ||
| S | $39,500,000 | ACCRUAL |
| TUFTS BENEFITS ADMINISTRATORS | ||
| R | $2,700,000 | ACCRUAL |
| TUFTS BENEFIT ADMINISTRATORS | ||
| S | $26,000,000 | ACCRUAL |
| TUFTS ASOCIATED HEALTH PLANS INC | ||
| P | $132,000,000 | ACCRUAL |
| TUFTS ASOCIATED HEALTH PLANS INC | ||
| Q | $1,500,000 | ACCRUAL |