Totals
- Total revenue
- -$10,023,856
- Total expenses
- $11,303,663
- Contributions and grants received
- $6,000,000
- Grants paid
- $9,305,429
- Program service revenue
- $0
- Investment income
- -$16,023,856
- Other revenue
- $0
- Total assets, end of year
- $108,794,480
- Total liabilities, end of year
- $1,955,968
- Net assets or fund balances, end of year
- $106,838,512
- Program services expenses (Part IX)
- $10,929,090
- Management and general expenses
- $374,573
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $10,929,090
Program services were 96.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
CAIN HAYES
DIRECTOR
- Total calculated
- $2,776,610
- From this org
- $0
- From related orgs
- $2,440,620
- Other
- $335,990
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $1,139,681 related
- Bonus
- $0 + $1,300,939 related
- Other
- $0
- Deferred
- $0 + $308,583 related
- Nontaxable benefits
- $0 + $27,407 related
- Filer's total
- $0 + $2,776,610 related
-
UMESH KURPAD
CFO
- Total calculated
- $1,692,603
- From this org
- $0
- From related orgs
- $1,495,153
- Other
- $197,450
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $612,783 related
- Bonus
- $0 + $715,141 related
- Other
- $0 + $167,229 related
- Deferred
- $0 + $184,011 related
- Nontaxable benefits
- $0 + $13,439 related
- Filer's total
- $0 + $1,692,603 related
-
TISA HUGHES
FORMER CLERK
- Total calculated
- $1,308,884
- From this org
- $0
- From related orgs
- $1,189,371
- Other
- $119,513
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $473,550 related
- Bonus
- $0 + $667,925 related
- Other
- $0 + $47,896 related
- Deferred
- $0 + $95,697 related
- Nontaxable benefits
- $0 + $23,816 related
- Filer's total
- $0 + $1,308,884 related
-
KRISTIN LEWIS
DIRECTOR
- Total calculated
- $959,056
- From this org
- $0
- From related orgs
- $816,127
- Other
- $142,929
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $397,792 related
- Bonus
- $0 + $350,765 related
- Other
- $0 + $67,570 related
- Deferred
- $0 + $122,986 related
- Nontaxable benefits
- $0 + $19,943 related
- Filer's total
- $0 + $959,056 related
-
ROLAND PRICE
TREASURER
- Total calculated
- $652,120
- From this org
- $0
- From related orgs
- $541,488
- Other
- $110,632
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $321,763 related
- Bonus
- $0 + $160,064 related
- Other
- $0 + $59,661 related
- Deferred
- $0 + $97,563 related
- Nontaxable benefits
- $0 + $13,069 related
- Filer's total
- $0 + $652,120 related
-
NORA MORENO CARGIE
DIR; PRES FND & VP CORP CSHIP
- Total calculated
- $593,417
- From this org
- $0
- From related orgs
- $516,584
- Other
- $76,833
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $308,025 related
- Bonus
- $0 + $169,945 related
- Other
- $0 + $38,614 related
- Deferred
- $0 + $63,537 related
- Nontaxable benefits
- $0 + $13,296 related
- Filer's total
- $0 + $593,417 related
-
SUSAN KEE
CLERK/SECRETARY (START 6/7)
- Total calculated
- $589,334
- From this org
- $0
- From related orgs
- $528,322
- Other
- $61,012
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $327,011 related
- Bonus
- $0 + $158,172 related
- Other
- $0 + $43,139 related
- Deferred
- $0 + $59,955 related
- Nontaxable benefits
- $0 + $1,057 related
- Filer's total
- $0 + $589,334 related
-
PHILLIP GONZALEZ
DIRECTOR, COMM. INVESTMENTS
- Total calculated
- $255,941
- From this org
- $0
- From related orgs
- $205,731
- Other
- $50,210
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $157,421 related
- Bonus
- $0 + $48,310 related
- Other
- $0
- Deferred
- $0 + $34,595 related
- Nontaxable benefits
- $0 + $15,615 related
- Filer's total
- $0 + $255,941 related
-
ALRIE DANIELCZYK
DIR, COMM. & STKHOLDER ENGAGE.
- Total calculated
- $233,132
- From this org
- $0
- From related orgs
- $193,539
- Other
- $39,593
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $149,016 related
- Bonus
- $0 + $43,320 related
- Other
- $0 + $1,203 related
- Deferred
- $0 + $39,494 related
- Nontaxable benefits
- $0 + $99 related
- Filer's total
- $0 + $233,132 related
-
NATALIE MACLEAN LEINO
CLERK/SECRETARY (END 6/9)
- Total calculated
- $198,869
- From this org
- $0
- From related orgs
- $157,754
- Other
- $41,115
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $100,566 related
- Bonus
- $0 + $56,950 related
- Other
- $0 + $238 related
- Deferred
- $0 + $40,828 related
- Nontaxable benefits
- $0 + $287 related
- Filer's total
- $0 + $198,869 related
-
BERTRAM L SCOTT
DIRECTOR, CO-CHAIR (END 6/7)
- Total calculated
- $62,375
- From this org
- $500
- From related orgs
- $61,875
- Other
- $0
- Hours/week
- 1 + 4 related
-
GREG SHELL
DIR,CO-CHAIR(END6/6)/CHAIR 6/7
- Total calculated
- $61,000
- From this org
- $6,000
- From related orgs
- $55,000
- Other
- $0
- Hours/week
- 1 + 4 related
-
JO ANN SIMONS
DIRECTOR
- Total calculated
- $5,000
- From this org
- $5,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
HEIDI BROOKS
DIRECTOR
- Total calculated
- $4,000
- From this org
- $4,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
CHARLOTTE GOLAR RICHIE
DIRECTOR
- Total calculated
- $4,000
- From this org
- $4,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
BENJAMIN PERKINS
DIRECTOR
- Total calculated
- $4,000
- From this org
- $4,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
MARY SKELTON ROBERTS
DIRECTOR
- Total calculated
- $4,000
- From this org
- $4,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
LEN FISHMAN
DIRECTOR
- Total calculated
- $3,500
- From this org
- $3,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
ROBERT LEWIS JR
DIRECTOR
- Total calculated
- $1,000
- From this org
- $1,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
MARTY COHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NANCY GARRABRANTS
DIRECTOR (END 9/28)
- Total calculated
- $0
- Hours/week
- 1
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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- FORM 990, SCHEDULE J, PART I, LINE 3
- METHOD USED TO ESTABLISH CEO COMPENSATION TUFTS ASSOCIATED HEALTH MAINTENANCE ORGRANIZATION, INC. (TAHMO) IS THE SOLE CORPORATE MEMBER OF POINT32HEALTH FOUNDATION, INC. TAHMO RELIED ON ITS PARENT AND SOLE CORPORATE MEMBER, POINT32HEALTH, INC., TO ESTABLISH COMPENSATION FOR ITS CEO. THE METHODS USED BY POINT32HEALTH, INC. ARE AS FOLLOWS: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE -WRITTEN EMPLOYMENT AGREEMENT ----------
- FORM 990, SCHEDULE J, PART I, LINE 4B
- DISCRETIONARY RETIREMENT PLAN THE ORGANIZATION'S LEADERS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SPONSORED BY THEIR EMPLOYER, POINT32HEALTH SERVICES, INC., A RELATED PARTY. THE EMPLOYEES AND AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMN C REFLECT EMPLOYER CONTRIBUTIONS TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN.
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
-
$706,850
RACIAL EQUITY FUND CIVIC LEADERSHIP
-
AGE-FRIENDLY LOWELL NE AGING REPORTS
-
COMMTY PARTNER ALZ WALK/MATCH
-
MHAC/MENTAL HEALTH LGBTQ+ELDERS CONF
-
CONNECTICUT COMMUNITY CARE INC
$149,000
CT AGE WELL COLL AGE, DEMENTIA CMTY
-
THE GREATER BOSTON FOOD BANK INC
$118,210
FOOD DISTRIBUTION MATCHING GIFTS
-
CAPACITY BUILDING 40TH ANN CELEBRATION
-
RHODE ISLAND COLLEGE FOUNDATION
$110,000
AGE-FRIENDLY RHODE ISLAND
-
WORCESTER COUNTY FOOD BANK INC
$106,143
ACCESS TO FOOD MATCHING GIFTS
-
$102,500
CONNECT OLDER ADULTS IN ISOLATION
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
501(C)(4) · HEALTH INSURA · MA · controlled entity
Directly controlled by HPHCINC
-
501(C)(4) · HMO · MA · controlled entity
Directly controlled by P32H
-
501(C)(4) · HEALTHCARE · MA
Directly controlled by NA
-
CARE PARTNERS OF CONNECTICUT INC
501(C)(4) · HMO · CT · controlled entity
Directly controlled by TAHMO
-
TUFTS ASSOC HEALTH MAINTEN ORG INC
501(C)(4) · HMO · MA · controlled entity
Directly controlled by P32H
-
501(C)(3) · HEALTH INSURA · MA · controlled entity
Directly controlled by P32H
-
501(C)(3) · COMMUNITY SVC · MA · controlled entity
Directly controlled by HPHCINC
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.
-
CAREPARTNERS OF CT HOLDINGS LLC
N/A · HOLDING COMPANY · CT
Directly controlled by TAHMO
-
CLARION MANAGEMENT SOLUTIONS LLC
N/A · CLINICAL CONSULTG · DE
Directly controlled by EH NEXUS
-
N/A · HOLDING COMPANY · MA
Directly controlled by HEALTH PLANS
-
N/A · SELF INSURANCE · DE
Directly controlled by EH NEXUS
-
N/A · HEALTHCARE · CA
Directly controlled by TAHMO
-
N/A · HEALTHCARE · CA
Directly controlled by TAHMO
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C CORP · HEALTH INSURANCE · MA · controlled entity
Directly controlled by NEW HPHC HOLDCO
-
PLAN MARKETING INSURANCE AGENCY INC
C CORP · BROKERAGE · MA · controlled entity
Directly controlled by HEALTH PLANS
-
C CORP · BROKERAGE · MA · controlled entity
Directly controlled by NEW HPHC HOLDCO
-
C CORP · TPA · MA · controlled entity
Directly controlled by NEW HPHC HOLDCO
-
C CORP · CARE MANAGEMENT · MA · controlled entity
Directly controlled by HEALTH PLANS
-
C CORP · HOLDING COMPANY · DE · controlled entity
Directly controlled by HPHC INC
-
C CORP · MANAGEMENT SVCS · DE · controlled entity
Directly controlled by TAHMO
-
C CORP · INSURANCE · MA · controlled entity
Directly controlled by P32H SRVCS INC
-
TUFTS BENEFIT ADMINISTRATORS INC
C CORP · TPA · MA · controlled entity
Directly controlled by P32H SRVCS INC
-
C CORP · TPA · MA · controlled entity
Directly controlled by P32H SRVCS INC
-
C CORP · BROKERAGE · MA · controlled entity
Directly controlled by P32H SRVCS INC
-
C CORP · MED EQUIPT & SVCS · NY · controlled entity
Directly controlled by TAHMO
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313199349305061
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.