YANKEE ALLIANCE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- YANKEE ALLIANCE INC (EIN 22-2561879)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-01
- IRS object ID
- 201341219349300619
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-01T10:22:24-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010523282 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1100 | AddressLine1 |
| City | Portland | City |
| State | ME | State |
| ZIP Code | 041041100 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222561879 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YANK | NameControl |
| Phone | 9784702000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 018101083 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Keith Hovan | Name |
| Title | Treasurer | Title |
| Phone | 9784702000 | Phone |
| Date Signed | 2013-04-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barbara J McGuan CPA | Name |
| PTIN | P00219457 | PTIN |
| Phone | 2077752387 | Phone |
| Date Prepared | 2013-04-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | James Oliver | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 018101083 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4722412 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.yankeealliance.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | Regional hospital alliance providing education and knowledge transfer activities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 67 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 1550457 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7493492 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4670326 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 443310 | InvestmentIncomePriorYear |
| Investment Income Current Year | 52086 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7936802 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4722412 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3058891 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3726294 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6693870 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3468618 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1065428 | OtherExpensePriorYear |
| Other Expenses Current Year | 1287658 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10818189 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8482570 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2881387 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3760158 | RevenuesLessExpensesCY |
| Total Assets BOY | 13655623 | TotalAssetsBOY |
| Total Assets EOY | 9877591 | TotalAssetsEOY |
| Total Liabilities BOY | 1401240 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1383366 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12254383 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8494225 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Yankee Alliance, Inc. is a regional multihospital alliance whose founding members are either tax-exempt tertiary teaching hospitals or large tax-exempt community hospitals serving distinct geographies with primary, secondary and tertiary level medical services. The current membership of over 50 acute care hospitals benefit from best practice applications and knowledge transfer initiatives generated through the collaborative process Yankee has developed over the past two and one half decades. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 878749 | Expense |
| Revenue | 1137987 | Revenue |
| Description | Research, develop and maintain joint venture, best practice applications and knowledge transfer initiatives. The current membership of over 50 acute care hospitals and thousands of alternate site facilities benefit from best-practice applications and knowledge transfer initiatives generated through the collaborative process Yankee has developed over the past two and one half decades.In addition beginning in January 2012, the Center for Medicare and Medicaid Innovation (CMMI) announced the availability of funding to help hospitals reduce preventable readmissions by twenty percent and reduce preventable hospital-acquired conditions by forty percent through the Partnership for Patients (PFP). To facilitate meeting these goals and spreading innovation across the hospital community, CMMI has approved Premier as a "Hospital Engagement Contractor" or HEC. Yankee Alliance is working with Premier as an Affinity Group to support our member hospitals in efforts regionally while utilizing the support of the Premier national member network. This is a two year program with an optional third year of funding if the goals are met. We currently have four separate hospital systems and a total of eight hospitals involved in the program. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2636247 | Expense |
| Revenue | 3532339 | Revenue |
| Description | In furtherance of its own tax-exempt purposes, Yankee Alliance, Inc. provides management services to related entities, which allow for transformational learning by connecting, collaborating and communicating activities through best practices applications and knowledge transfer initiatives to improve hospital operations and performance. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3726294 | Expense |
| Grants | 3726294 | Grants |
| Revenue | 0 | Revenue |
| Description | Yankee Alliance, Inc. provides funds in the form of annual grants to its tax-exempt member hospitals. The Organization was created to foster joint programs and ventures among its not-for-profit hospital members. The grant program helps to fund programs or projects that improve the quality of patient care, expand medical and health related services offered by member institutions, and/or lower the costs of services being provided by member institutions. Grant recipients are expected to share their "lessons learned" with the greater membership. During FY12, Yankee Alliance, Inc. also provided grants to its tax-exempt hospital members in the amount of $1,275,000 to support the Yankee Alliance Supply View Program. This program provides patron-hospitals with the insight into product utilization and price with the goal of implementing industry best practices that support quality of care and reduction of supply chain expense through the use of a data analytics software known as SUPPLYview. The SUPPLYview program provides analysis and recommendations in four specific areas: (1) Identifies opportunities for members to improve product prices by accessing available contracts, (2) Suggests areas to standardize products resulting in less variability of care and lower cost, (3) Benchmarks product prices against a national database to identify opportunities to improve product pricing and (4) Recommends best practices for product utilization that result in less variability and lower cost of care.During the fiscal year ended June 30, 2012, patron hospitals were able to document savings from the Supply View Program of $11,514,662 plus an additional $25,778,219 of related savings for implementation in the fiscal year of June 30, 2013. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7241290 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 6 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 67 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Oliver President | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9784702000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 01810 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Norman Dascher | |||||||
| Past Chairman | 0.50 | X | X | 0 | 0 | 0 | |
| Dale Lodge | |||||||
| Chairman | 0.50 | X | X | 0 | 0 | 0 | |
| David Kruczlnicki | |||||||
| Vice Chairman | 0.50 | X | X | 0 | 0 | 0 | |
| David Phelps | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| David Lincoln | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Richard Silveria | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Christopher O'Connor | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Steve Guimond | |||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||
| Keith Hovan | |||||||
| Treasurer | 0.50 | X | X | 0 | 0 | 0 | |
| James Oliver | |||||||
| President, Clerk | 4.00 | X | 455549 | 0 | 32128 | ||
| Charles Manning | |||||||
| Senior VP of Finance | 2.00 | X | 237849 | 0 | 31299 | ||
| Richard Berkman | |||||||
| Senior VP of Operations Improvement | 40.00 | 227087 | 0 | 29108 | X | ||
| John Evans | |||||||
| VP of Pharmacy Svcs. | 0.10 | 182716 | 0 | 27998 | X | ||
| Cathy Spinney | |||||||
| Senior VP of Member Svcs. | 0.10 | 216712 | 0 | 30217 | X | ||
| Thomas Wright | |||||||
| Senior VP of Operations Improvement | 0.10 | 225578 | 0 | 30371 | X | ||
| Jody Daniels | |||||||
| Senior VP of Corp. Svcs. | 2.00 | 228230 | 0 | 29529 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1773721 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 210650 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Global Healthcare Exchange LLC | |||||
| 1315 W Century Drive | Louisville | CO | 80027 | Consulting Services | 484625 |
| Meritage - Andover Holdings LLC | |||||
| 2 Overhill Road 425 | Scarsdale | NY | 10583 | Real Estate Lease | 265633 |
| Ropes & Gray LLP | |||||
| 800 Boylston Street | Boston | MA | 02199 | Legal Services | 217746 |
| PC Connection | |||||
| Route 101A 730 Milford Road | Merrimack | NH | 03054 | Consulting Services | 130054 |
| McGladrey | |||||
| 80 City Square | Boston | MA | 02129 | Consulting Services | 100465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| Management Services | 900099 | 3532339 | 1981882 | 1550457 |
| Membership Fees | 900099 | 1045833 | 1045833 | |
| Other Misc. Income | 900099 | 92154 | 92154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4670326 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52086 | TotalRevenueColumn |
| Exclusion | $52,086 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4722412 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3119869 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1550457 | UnrelatedBusinessRevenue |
| Exclusion | $52,086 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3726294 | Total |
| Program Services | 3726294 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 756825 | Total |
| Program Services | 567619 | ProgramServices |
| Management And General | 189206 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2159808 | Total |
| Program Services | 1619856 | ProgramServices |
| Management And General | 539952 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73794 | Total |
| Program Services | 55345 | ProgramServices |
| Management And General | 18449 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328405 | Total |
| Program Services | 246304 | ProgramServices |
| Management And General | 82101 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149786 | Total |
| Program Services | 112339 | ProgramServices |
| Management And General | 37447 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 432828 | Total |
| Program Services | 324621 | ProgramServices |
| Management And General | 108207 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57893 | Total |
| Management And General | 57893 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11695 | Total |
| Management And General | 11695 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177589 | Total |
| Program Services | 133192 | ProgramServices |
| Management And General | 44397 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79376 | Total |
| Program Services | 59532 | ProgramServices |
| Management And General | 19844 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81644 | Total |
| Program Services | 61213 | ProgramServices |
| Management And General | 20431 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17259 | Total |
| Program Services | 12944 | ProgramServices |
| Management And General | 4315 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131260 | Total |
| Program Services | 98445 | ProgramServices |
| Management And General | 32815 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55515 | Total |
| Program Services | 41636 | ProgramServices |
| Management And General | 13879 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19883 | Total |
| Program Services | 14912 | ProgramServices |
| Management And General | 4971 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186988 | Total |
| Program Services | 140241 | ProgramServices |
| Management And General | 46747 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22967 | Total |
| Program Services | 17225 | ProgramServices |
| Management And General | 5742 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Training | 5544 | 4158 | 1386 |
| Dues & Subscriptions | 4552 | 3414 | 1138 |
| Taxes - Other | 1844 | 1383 | 461 |
| Promotional Donations | 732 | 549 | 183 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89 | Total |
| Program Services | 68 | ProgramServices |
| Management And General | 21 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8482570 | Total |
| Program Services | 7241290 | ProgramServices |
| Management And General | 1241280 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8108047 | BOY |
| EOY | 4207901 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3145130 | BOY |
| EOY | 3165096 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12700 | BOY |
| EOY | 62223 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107426 | BOY |
| EOY | 48258 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1167440 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 750101 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 333106 | BOY |
| EOY | 417339 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1106939 | BOY |
| EOY | 1128766 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 842275 | BOY |
| EOY | 848008 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13655623 | BOY |
| EOY | 9877591 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 910851 | BOY |
| EOY | 116636 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27530 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462859 | BOY |
| EOY | 1266730 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1401240 | BOY |
| EOY | 1383366 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12254383 | BOY |
| EOY | 8494225 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12254383 | BOY |
| EOY | 8494225 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13655623 | BOY |
| EOY | 9877591 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -3760158 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13700457 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6132511 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6013546 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6243741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3119869 | CurrentTaxYear |
| Total | 35210124 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13700457 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6132511 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6013546 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6243741 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3119869 | CurrentTaxYear |
| Total | 35210124 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3637619 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5056155 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4967278 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5224827 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1950162 | CurrentTaxYear |
| Total | 20836041 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3637619 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5056155 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4967278 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5224827 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1950162 | CurrentTaxYear |
| Total | 20836041 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 14374083 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 632219 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 723201 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 932340 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 443310 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52086 | CurrentTaxYear |
| Total | 2783156 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 632219 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 723201 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 932340 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 443310 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52086 | CurrentTaxYear |
| Total | 2783156 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14332676 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6855712 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6945886 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6687051 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3171955 | CurrentTaxYear |
| Total | 37993280 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.37830 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.50420 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07330 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06120 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 116368 | OtherCostOrOtherBasis |
| Depreciation | 41619 | Depreciation |
| Book Value | 74749 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1051072 | OtherCostOrOtherBasis |
| Depreciation | 708482 | Depreciation |
| Book Value | 342590 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 417339 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Investments to Fund Deferred Compensation | 316666 | C |
| Premier Inc. Investment | 812100 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1128766 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Deposits | 3609 |
| CSV of Life Insurance | 844399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 848008 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Due To Affiliates | $950,064 |
| Deferred Compensation | $316,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1266730 | TotalOfAmounts |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Glens Falls Hospital | |||||||
| 100 Park Street | Glens Falls | NY | 12801 | 141338413 | 501(c)(3) | 523367 | A grant to enhance the current Electronic Medical Record System by implementing three additional capabilities: e-prescribing, remote physician access and voice recognition. These capabilities will impact both quality of patient care and lower cost of care.Additionally, a grant was made to support the Yankee Alliance Supply View Program to improve supply chain management through a data analytics software utilized to reduce costs, improve quality and streamline operations. |
| Berkshire Medical Center Inc | |||||||
| 725 North Street | Pittsfield | MA | 01201 | 042791396 | 501(c)(3) | 443341 | To fund the implementation of a clinical documentation improvement program with the purpose of comprehensively improving clinical documentation for inpatient care.Additionally, a grant was made to support the Yankee Alliance Supply View Program to improve supply chain management through a data analytics software utilized to reduce costs, improve quality and streamline operations. |
| Boston Medical Center | |||||||
| 88 East Newton Street PE Building | Boston | MA | 02118 | 043314093 | 501(c)(3) | 634967 | A grant to complete funding of the BMC Scorecard project. The BMC Scorecard provides critically important, actionable information to managers and clinicians, allowing them to measure and improve patient safety and quality of care.Additionally, a grant was provided to fund the Safe Sign-Outs project. This initiative will create a form, IT-based process for residents shift hand offs, with the objective of reducing medical errors resulting from gaps in communication.Additionally, a grant was made to support the Yankee Alliance Supply View Program to improve supply chain management through a data analytics software utilized to reduce costs, improve quality and streamline operations. |
| Covenant Health Systems Inc | |||||||
| 100 Ames Pond Drive Suite 102 | Tewksbury | MA | 018761293 | 222484505 | 501(c)(3) | 420707 | A grant to continue funding a clinical supply chain expert to help and support value analysis teams in acute care hospitals in long term care. A grant to utilize an environmental dashboard software for measuring water and other utility consumption, audit of bills and highlight ways to reduce costs.Additionally, a grant was provided to fund the purchase and installation of the EPSi Strategic Budget and Productivity Module to complete the 2011 installation with the goal to help identify cost variances and reduce these costs from the sponsored facilities. |
| Saint Raphael Hospital | |||||||
| 1450 Chapel Street | New Haven | CT | 06511 | 060653171 | 501(c)(3) | 480781 | A grant to fund the implementation of an advance barcode and tracking application to improve patient identification, and safety.Additionally, a grant was provided to fund consulting and project management to support a number of Value Analysis Committees. Includes clinical support and benchmark data to achieve cost reduction opportunities through product utilization review and product contract conversion opportunities and implementation of a web-based value analysis management tool.Additionally, a grant was made to support the Yankee Alliance Supply View Program to improve supply chain management through a data analytics software utilized to reduce costs, improve quality and streamline operations. |
| Saints Memorial Medical Center Inc | |||||||
| One Hospital Drive | Lowell | MA | 01852 | 042104885 | 501(c)(3) | 15000 | A grant to support the Yankee Alliance Supply View Program to improve supply chain management through a data analytics software utilized to reduce costs, improve quality and streamline operations. |
| Southcoast Hospitals Group Inc | |||||||
| 101 Page Street | New Bedford | MA | 02740 | 222592333 | 501(c)(3) | 613637 | A grant to fund the preventable harm due to hospital acquired C Diff infections and device-related infections, while lowering the cost of care. C-Diff funding is a combination of additional environmental improvements combined with a pharmacist-led, formalized and multidisciplinary antibiotic stewardship program. Device-related funding includes advanced training and educational materials.Additionally, a grant was made to support the Yankee Alliance Supply View Program to improve supply chain management through a data analytics software utilized to reduce costs, improve quality and streamline operations. |
| Winchester Hospital | |||||||
| 41 Highland Avenue | Winchester | MA | 01890 | 012104434 | 501(c)(3) | 414494 | A grant to fund services to incorporate hyperbaric oxygen therapy (HBOT). HBOT facilitates wound healing through increasing levels of oxygen in tissues, enhancing growth of reparative tissue and new blood vessels, destruction of harmful bacteria and enhancing cell activity to fight infection.Additionally, a grant was made to support the Yankee Alliance Supply View Program to improve supply chain management through a data analytics software utilized to reduce costs, improve quality and streamline operations. |
| St Mary's Medical Center | |||||||
| 45 Golder Street | Lewiston | ME | 042406033 | 010211551 | 501(c)(3) | 180000 | A grant to support the Yankee Alliance Supply View Program to improve supply chain management through a data analytics software utilized to reduce costs, improve quality and streamline operations. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: For Grants that are awarded to member Hospitals, Yankee Alliance, Inc. requires the submission of a quarterly report as well as a presentation of the results of the project or program that the grant funded. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| James Oliver | |||||||||||||
| 319492 | 0 | 24760 | 0 | 111297 | 0 | 11025 | 0 | 21103 | 0 | 487677 | 0 | 0 | 0 |
| Charles Manning | |||||||||||||
| 203150 | 0 | 16387 | 0 | 18312 | 0 | 9999 | 0 | 21300 | 0 | 269148 | 0 | 0 | 0 |
| Richard Berkman | |||||||||||||
| 204090 | 0 | 20237 | 0 | 2760 | 0 | 9265 | 0 | 19843 | 0 | 256195 | 0 | 0 | 0 |
| John Evans | |||||||||||||
| 167658 | 0 | 13757 | 0 | 1301 | 0 | 7677 | 0 | 20321 | 0 | 210714 | 0 | 0 | 0 |
| Cathy Spinney | |||||||||||||
| 201024 | 0 | 15237 | 0 | 451 | 0 | 9124 | 0 | 21093 | 0 | 246929 | 0 | 0 | 0 |
| Thomas Wright | |||||||||||||
| 209682 | 0 | 15869 | 0 | 27 | 0 | 9479 | 0 | 20892 | 0 | 255949 | 0 | 0 | 0 |
| Jody Daniels | |||||||||||||
| 176877 | 0 | 16021 | 0 | 35332 | 0 | 9705 | 0 | 19824 | 0 | 257759 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Changes in Program Services | Form 990, Part III, line 3 | Beginning January 1, 2012, the Organization went through a corporate restructure. As of that date, all of Yankee Alliance Inc.'s employees became employees of Yankee Alliance LLC. In addition, management services to related entities and operations are performed by Yankee Alliance LLC. |
| Form 990, Part VI, Section A, line 6 | Membership consists of hospitals, medical centers, multi-corporate health care delivery systems and other health-related organizations which are described in Section 501(c)(3) of the Internal Revenue Code and which are exempt from taxation under 501(a) of the Internal Revenue Code. | |
| Form 990, Part VI, Section A, line 7a | The Board of Directors consists of one representative designated and appointed by each member institution, who shall be the chief executive officer of such member institution or such other senior executive officer of such member institution as the Board of Directors may approve. | |
| Form 990, Part VI, Section B, line 11 | Form 990 is reviewed internally by the Organization's Financial Analyst, Senior Vice President of Finance and CEO. The return is compared to the current year audited financial statements, internal data and prior year tax return to insure that the information to be filed is complete and accurate. After the internal review is complete the return is forwarded to legal counsel for their review. Once the internal and legal review is complete the tax return is provided to all board members with the final review and approval resting with the Board Officers. Once the tax return is approved the Treasurer will sign and have the return filed electronically by the Organization's tax preparer. | |
| Form 990, Part VI, Section B, line 12c | Yankee Alliance, Inc. monitors and enforces compliance with the Organization's conflict of interest policy by providing board members with a conflict of interest statement for their review and signature. If a conflict does exist the board member is required to disclose that conflict in the disclosure section of the document. Conflict of interest statements are presented to the board members at the Organization's annual meeting in October. The Organization monitors and enforces the conflict of interest policy by including a standing agenda item asking board members to self-disclose any conflicts of interest that may have arisen since the last disclosure document was signed. | |
| Form 990, Part VI, Section B, line 15 | The compensation of all employees, with the exception of the CEO, is based on comparisons to an annual market survey which is performed by an outside firm, and in which the organization gears such salaries toward the 50th percentile of the survey. These salaries are managed through the Human Resources Department. The CEO's salary is reviewed annually and also compared to a market survey performed by an outside firm, and is geared toward the 50th percentile. The CEO's salary is determined by the compensation committee of the board of directors. | |
| Form 990, Part VI, Section C, line 19 | The conflict of interest policy is available to the public on the Organization's website and upon request. Financial statements and governing documents are available to the public upon request and through the Massachusetts Attorney General's office. | |
| Oversight of Audit | Form 990, Part XI, Line 2c: | The process of overseeing the financial statement audit and selecting an independent accounting firm has not changed from the prior year. |
| Relation to Yankee Alliance, LLC | Schedule R Part III | Eight of the nine founding members of Yankee Alliance, Inc. are all, and the only, partners of Yankee Alliance, LLC. |
| Allocation of Hours Worked | 990, Part VII, Section A: | The employees listed on Form 990, Part VII, Section A are paid by Yankee Alliance, Inc. through December 31, 2011. Beginning January 1, 2012 the Organization went through a corporate restructure and all employees are now paid by Yankee Alliance, LLC. However, their time is allocated between Yankee Alliance, Yankee Alliance Supply Chain Cooperative Inc., and Yankee Alliance, LLC. In addition, the employing entity is reimbursed for the services performed. All employees work 40 hours per week, allocated as follows: James Oliver: Yankee Alliance: 4 hours/week Yankee Alliance Supply Chain Cooperative Inc.: 24 hours/week Yankee Alliance, LLC: 12 hours/week Charles Manning: Yankee Alliance: 2 hours/week Yankee Alliance Supply Chain Cooperative Inc.: 36 hours/week Yankee Alliance, LLC: 2 hours/week Richard Berkman: Yankee Alliance: 40 hours/week John Evans: Yankee Alliance Supply Chain Cooperative Inc.: 40 hours/week Cathy Spinney: Yankee Alliance Supply Chain Cooperative Inc.: 24 hours/week Yankee Alliance, LLC: 16 hours/week Thomas Wright: Yankee Alliance, LLC: 40 hours/week Jody Daniels: Yankee Alliance: 2 hours/week Yankee Alliance Supply Chain Cooperative Inc.: 36 hours/week Yankee Alliance, LLC: 2 hours/week |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance Supply Chain Cooperative Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 018101083 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043027064 | EIN |
| Primary Activities | Group Purchasing Services | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | Line 3 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yankee Alliance LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 River Road | AddressLine1 |
| City | Andover | City |
| State | MA | State |
| ZIP Code | 018101083 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300486661 | EIN |
| Primary Activity | Group Purchasing Services | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |