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Nonprofiteer
← NEW ENGLAND QUALITY CARE ALLIANCE INC

Form 990 for tax year 2022

Filed by NEW ENGLAND QUALITY CARE ALLIANCE INC.

Totals

Total revenue
$10,532,585
Total expenses
$11,996,084
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$12,596,034
Investment income
-$2,063,449
Other revenue
$0
Total assets, end of year
$72,322,887
Total liabilities, end of year
$39,038,344
Net assets or fund balances, end of year
$33,284,543
Program services expenses (Part IX)
$9,976,497
Management and general expenses
$2,019,587
Fundraising expenses
$0
Program service expenses (Part III)
$9,976,497

Program services were 83.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: INFRASTRUCTURE AND RISK REVENUE

    total $12,596,034 · related or exempt $12,596,034

  • 3 · Investment income

    total $219,421 · excluded $219,421

  • 7b · Less cost or other basis and sales expenses

    securities $2,282,870

  • 7c · Gain or loss

    securities -$2,282,870

  • 7d · Net gain or loss

    total -$2,282,870 · excluded -$2,282,870

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $441,738 · program services $397,564 · management and general $44,174

  • 7 · Other salaries and wages

    total $6,776,238 · program services $6,098,614 · management and general $677,624

  • 8 · Pension plan contributions

    total $139,633 · program services $125,670 · management and general $13,963

  • 9 · Other employee benefits

    total $1,670,242 · program services $1,503,218 · management and general $167,024

  • 10 · Payroll taxes

    total $680,396 · program services $612,356 · management and general $68,040

  • 11b · Fees: legal

    total $1,729 · management and general $1,729

  • 11c · Fees: accounting

    total $13,092 · management and general $13,092

  • 11g · Fees: other

    total $316,783 · program services $114,042 · management and general $202,741

  • 13 · Office expenses

    total $129,117 · program services $80,053 · management and general $49,064

  • 14 · Information technology

    total $874,013 · program services $541,888 · management and general $332,125

  • 16 · Occupancy

    total $160,097 · program services $60,837 · management and general $99,260

  • 17 · Travel

    total $14,487 · program services $12,314 · management and general $2,173

  • 22 · Depreciation, depletion and amortization

    total $263,191 · program services $152,651 · management and general $110,540

  • 23 · Insurance

    total $93,166 · management and general $93,166

  • 24a · Other expenses: DELEGATION AGREEMENTS

    total $335,411 · program services $207,955 · management and general $127,456

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $58,047 · program services $52,242 · management and general $5,805

  • 24c · Other expenses: EQUIPMENT

    total $6,370 · program services $1,847 · management and general $4,523

  • 24d · Other expenses: RECRUITING

    total $5,000 · program services $4,500 · management and general $500

  • 24e · All other expenses

    total $17,334 · program services $10,746 · management and general $6,588

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $21,756,104 · end of year $7,759,248

  • 2 · Savings and temporary cash investments

    beginning of year $10,096,231 · end of year $7,398,046

  • 4 · Accounts receivable

    beginning of year $16,211,662 · end of year $15,523,984

  • 9 · Prepaid expenses and deferred charges

    beginning of year $322,556 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $3,794,815

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,739,083

  • 10c · Land, buildings and equipment, net

    beginning of year $1,166,925 · end of year $1,055,732

  • 11 · Investments: publicly traded securities

    beginning of year $38,130,692 · end of year $33,583,800

  • 15 · Other assets

    beginning of year $11,096,365 · end of year $7,002,077

  • 17 · Accounts payable and accrued expenses

    beginning of year $40,661,974 · end of year $31,065,137

  • 25 · Other liabilities

    beginning of year $40,327,998 · end of year $7,973,207

  • 27 · Net assets without donor restrictions

    beginning of year $17,790,563 · end of year $33,284,543

Mission and programs · 2022

Mission

NEQCA IS A PARTNERSHIP OF COMMUNITY AND ACADEMIC PHYSICIANS DEDICATED TO PROVIDING COMPREHENSIVE, INNOVATIVE, HIGH QUALITY, AND AFFORDABLE HEALTH CARE THAT BRINGS VALUE TO THEIR PATIENTS AND THE COMMUNITY, AND EXPANDS THE TEACHING AND RESEARCH MISSION OF TUFTS MEDICAL CENTER.

  • NEW ENGLAND QUALITY CARE ALLIANCE, INC. IS A NONPROFIT CARE ORGANIZATION FORMED TO IMPROVE THE HEALTH OF PATIENTS, AND TO ENHANCE THE PATIENT'S EXPERIENCE OF CARE AND THE REDUCTION OF THE PER CAPITA COST OF CARE, THROUGH INTEGRATED CARE COORDINATION, SHARED SAVINGS, AND QUALITY INCENTIVES.

    Expenses $9,976,497 · Revenue $12,596,034

As filed on the 2022 return.

Listed in Part VII

  • Michael Wagner MD

    TRUSTEE (UNTIL NOV. 2022)

    Total calculated
    $1,010,313
    From this org
    $0
    From related orgs
    $974,085
    Other
    $36,228
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $820,604 related
    Bonus
    $0
    Other
    $0 + $153,481 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $27,078 related
    Filer's total
    $0 + $1,010,313 related

  • Alain Chaoui MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michele Crage MD

    CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Criss MD

    TRUSTEE

    Total calculated
    $235,397
    From this org
    $0
    From related orgs
    $235,397
    Other
    $0
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,397 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $235,397 related

  • Daniel Driscoll MD

    TRUSTEE

    Total calculated
    $451,491
    From this org
    $0
    From related orgs
    $400,645
    Other
    $50,846
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,457 related
    Bonus
    $0 + $95,988 related
    Other
    $0 + $13,200 related
    Deferred
    $0 + $27,500 related
    Nontaxable benefits
    $0 + $23,346 related
    Filer's total
    $0 + $451,491 related

  • William Galvin III MD

    TRUSTEE

    Total calculated
    $702,225
    From this org
    $0
    From related orgs
    $664,380
    Other
    $37,845
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $489,437 related
    Bonus
    $0 + $174,943 related
    Other
    $0
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $28,695 related
    Filer's total
    $0 + $702,225 related

  • Mark Gilchrist MD

    VICE CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Karen Freund MD

    TRUSTEE

    Total calculated
    $703,774
    From this org
    $0
    From related orgs
    $649,618
    Other
    $54,156
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $538,371 related
    Bonus
    $0 + $98,872 related
    Other
    $0 + $12,375 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $23,656 related
    Filer's total
    $0 + $703,774 related

  • Kelli Kennedy MD

    TRUSTEE (UNTIL 1/1/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Peter Roman MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Emily Young

    PRESIDENT/TRUSTEE

    Total calculated
    $631,330
    From this org
    $0
    From related orgs
    $552,989
    Other
    $78,341
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $416,567 related
    Bonus
    $0 + $115,205 related
    Other
    $0 + $21,217 related
    Deferred
    $0 + $49,287 related
    Nontaxable benefits
    $0 + $29,054 related
    Filer's total
    $0 + $631,330 related

  • Joseph White

    TRUSTEE

    Total calculated
    $1,164,969
    From this org
    $0
    From related orgs
    $1,132,076
    Other
    $32,893
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $835,766 related
    Bonus
    $0 + $127,934 related
    Other
    $0 + $168,376 related
    Deferred
    $0 + $11,325 related
    Nontaxable benefits
    $0 + $21,568 related
    Filer's total
    $0 + $1,164,969 related

  • Nathan Gagne

    TREASURER

    Total calculated
    $491,671
    From this org
    $457,880
    From related orgs
    $0
    Other
    $33,791
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $343,592
    Bonus
    $106,458
    Other
    $7,830
    Deferred
    $9,150
    Nontaxable benefits
    $24,641
    Filer's total
    $491,671

  • Charles R Whipple Esq

    SECRETARY

    Total calculated
    $487,304
    From this org
    $0
    From related orgs
    $407,469
    Other
    $79,835
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,203 related
    Bonus
    $0 + $31,940 related
    Other
    $0 + $70,326 related
    Deferred
    $0 + $51,967 related
    Nontaxable benefits
    $0 + $27,868 related
    Filer's total
    $0 + $487,304 related

  • Benjamin Kruskal

    MEDICAL DIRECTOR

    Total calculated
    $292,217
    From this org
    $267,649
    From related orgs
    $0
    Other
    $24,568
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,210
    Bonus
    $11,018
    Other
    $46,421
    Deferred
    $0
    Nontaxable benefits
    $24,568
    Filer's total
    $292,217

  • James Gagnon

    MEDICAL DIRECTOR

    Total calculated
    $220,322
    From this org
    $214,264
    From related orgs
    $0
    Other
    $6,058
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,295
    Bonus
    $32,335
    Other
    $634
    Deferred
    $5,953
    Nontaxable benefits
    $105
    Filer's total
    $220,322

  • Lisa Mann Reed

    VP PERFORMANCE MANAGEMENT

    Total calculated
    $335,433
    From this org
    $311,292
    From related orgs
    $0
    Other
    $24,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,007
    Bonus
    $64,427
    Other
    $858
    Deferred
    $8,905
    Nontaxable benefits
    $15,236
    Filer's total
    $335,433

  • Adam Russman

    DIRECTOR, DATA AND INFORMATICS

    Total calculated
    $210,519
    From this org
    $206,509
    From related orgs
    $0
    Other
    $4,010
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,868
    Bonus
    $17,000
    Other
    $641
    Deferred
    $3,909
    Nontaxable benefits
    $101
    Filer's total
    $210,519

  • Margaret Holda

    CHIEF OF STAFF/HEAD OF COMMUNICATION

    Total calculated
    $193,118
    From this org
    $186,686
    From related orgs
    $0
    Other
    $6,432
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,858
    Bonus
    $46,148
    Other
    $1,680
    Deferred
    $0
    Nontaxable benefits
    $6,432
    Filer's total
    $193,118

  • Michael Apkon

    FORMER TRUSTEE/CEO/PRESIDENT

    Total calculated
    $251,139
    From this org
    $0
    From related orgs
    $251,139
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $251,139 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $251,139 related

  • Craig Best

    FORMER TRUSTEE

    Total calculated
    $700,000
    From this org
    $0
    From related orgs
    $700,000
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $700,000 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $700,000 related

  • Deeb Salem MD

    FORMER TRUSTEE

    Total calculated
    $634,229
    From this org
    $0
    From related orgs
    $608,383
    Other
    $25,846
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $523,944 related
    Bonus
    $0
    Other
    $0 + $84,439 related
    Deferred
    $0 + $5,048 related
    Nontaxable benefits
    $0 + $20,798 related
    Filer's total
    $0 + $634,229 related

  • Joseph Frolkis

    FORMER PRESIDENT & CEO/TRUSTEE

    Total calculated
    $420,635
    From this org
    $420,635
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $420,635
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $420,635

  • Margaret Costello

    FORMER COO

    Total calculated
    $445,969
    From this org
    $445,969
    From related orgs
    $0
    Other
    $0
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $110,012
    Other
    $335,957
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $445,969

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
CRAIG BEST RECEIVED $700,000 OF SEVERANCE IN CALENDAR YEAR 2022. JOSEPH FROLKIS RECEIVED $420,635 OF SEVERANCE IN CALENDAR YEAR 2022. MARGARET COSTELLO RECEIVED $314,152 OF SEVERANCE IN CALENDAR YEAR 2022. MICHAEL APKON RECEIVED $251,139 OF SEVERANCE IN CALENDAR YEAR 2022. SECTION 457(F) RETIREMENT PLAN EMPLOYER DEFERRALS: CHARLES WHIPPLE, ESQ. - $42,953 EMILY YOUNG - $43,122
PART I, LINE 7
BONUSES ARE PAID AS INDICATED ON SCHEDULE J, PART II. BONUS PAID TO OFFICERS ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. OTHER BONUSES ARE APPROVED BY THE OFFICERS OF THE HOSPITAL.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MONTVALE PETCT LLC

    RELATED · CAT SCAN · DE

    Directly controlled by MELROSEWAKEFIELD HEALTHCARE INC

  • SHIELDS-TUFTS MEDICAL CENTER IMAGING MANAGEMENT LLC

    RELATED · MEDICAL SERVICES (MRI) · MA

    Directly controlled by TUFTS MEDICAL CENTER INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HALLMARK HEALTH PHO INC

    C · PHYSICIAN HOSPITAL ORGANIZATION · MA

    Directly controlled by MELROSEWAKEFIELD HEALTHCARE INC

  • LAWRENCE MELROSE MEDICAL ELECTRONICS RECORD INC

    C · ELECTRONIC MEDICAL RECORDS · MA

    Directly controlled by MELROSEWAKEFIELD HEALTHCARE INC

  • LGH MANAGEMENT SERVICES INC

    C · MEDICAL SERVICES · MA

    Directly controlled by LGH SERVICES INC

  • LGH MEDICAL BUILDING SERVICES INC

    C · MEDICAL OFFICE BUILDING · MA

    Directly controlled by LGH SERVICES INC

  • LGH MEDICAL SERVICES INC

    C · MEDICAL SERVICES · MA

    Directly controlled by LGH SERVICES INC

  • LGH SERVICES INC

    C · MEDICAL SERVICES · MA

    Directly controlled by CIRCLE HEALTH INC

  • TUFTS MEDICINE INDEMNITY COMPANY LTD

    C · CAPTIVE INSURANCE · CJ

    Directly controlled by TUFTS MEDICINE INC

  • TMIN SERVICES INC

    C · HEALTH CARE · MA · controlled entity

    Directly controlled by TUFTS MEDICINE INTEGRATED NETWORK INC

Provenance

Return type
form_990
Tax year
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202432289349302848

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