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Nonprofiteer
← TUFTS MEDICINE INTEGRATED NETWORK I NC

Form 990 for tax year 2024

Filed by TUFTS MEDICINE INTEGRATED NETWORK I NC.

Totals

Total revenue
$68,967,834
Total expenses
$65,379,975
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$65,745,960
Investment income
$3,221,874
Other revenue
$0
Total assets, end of year
$186,863,023
Total liabilities, end of year
$107,619,194
Net assets or fund balances, end of year
$79,243,829
Program services expenses (Part IX)
$42,273,413
Management and general expenses
$23,106,562
Fundraising expenses
$0
Program service expenses (Part III)
$42,273,413

Program services were 64.7% 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: PATIENT SERVICE

    total $65,745,960 · related or exempt $65,745,960

  • 3 · Investment income

    total $2,718,109 · excluded $2,718,109

  • 7a · Gross sales of assets other than inventory

    securities $503,765

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

    securities $0

  • 7c · Gain or loss

    securities $503,765

  • 7d · Net gain or loss

    total $503,765 · excluded $503,765

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,005,129 · management and general $1,005,129

  • 7 · Other salaries and wages

    total $20,810,847 · program services $19,066,534 · management and general $1,744,313

  • 9 · Other employee benefits

    total $1,316,759 · program services $1,185,083 · management and general $131,676

  • 10 · Payroll taxes

    total $1,296,597 · program services $1,166,937 · management and general $129,660

  • 11c · Fees: accounting

    total $17,472 · management and general $17,472

  • 11g · Fees: other

    total $17,352,939 · program services $6,264,966 · management and general $11,087,973

  • 13 · Office expenses

    total $395,131 · program services $307,713 · management and general $87,418

  • 14 · Information technology

    total $2,552,266 · program services $1,582,405 · management and general $969,861

  • 16 · Occupancy

    total $88,370 · program services $33,581 · management and general $54,789

  • 17 · Travel

    total $72,080 · program services $61,268 · management and general $10,812

  • 23 · Insurance

    total $561,046 · program services $244,394 · management and general $316,652

  • 24a · Other expenses: DELEGATED EXPENSES

    total $19,654,431 · program services $12,200,146 · management and general $7,454,285

  • 24b · Other expenses: DUES & FEES

    total $164,361 · program services $101,904 · management and general $62,457

  • 24c · Other expenses: TRAINING & SEMINARS

    total $25,273 · program services $15,669 · management and general $9,604

  • 24d · Other expenses: EQUIPMENT

    total $6,250 · program services $3,875 · management and general $2,375

  • 24e · All other expenses

    total $61,024 · program services $38,938 · management and general $22,086

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $28,471,414 · end of year $52,105,966

  • 4 · Accounts receivable

    beginning of year $31,507,398 · end of year $50,969,690

  • 9 · Prepaid expenses and deferred charges

    beginning of year $70,304 · end of year $50,325

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $13,348

  • 11 · Investments: publicly traded securities

    beginning of year $33,678,825 · end of year $76,004,269

  • 15 · Other assets

    beginning of year $0 · end of year $7,732,773

  • 17 · Accounts payable and accrued expenses

    beginning of year $47,999,397 · end of year $90,883,852

  • 25 · Other liabilities

    beginning of year $15,089,422 · end of year $16,735,342

  • 27 · Net assets without donor restrictions

    beginning of year $30,652,470 · end of year $79,243,829

Mission and programs · 2024

Mission

TO BRING TOGETHER PRIVATE PRACTICE AND EMPLOYED PHYSICIANS, COMMUNITY-BASED AND ACADEMIC CARE PROVIDERS, AND PRIMARY CARE AND MEDICAL AND SURGICAL SPECIALISTS TO IMPROVE CARE AND REDUCE COSTS FOR DEFINED POPULATIONS.

  • PARTICIPATING IN THE CENTER FOR MEDICARE AND MEDICAID SERVICES ("CMS") ACO PROGRAMS.IMPLEMENTING HEALTHCARE PROGRAMS DESIGNED TO PROMOTE QUALITY IMPROVEMENTS AND COST SAVINGS AND THEREBY LESSENING THE GOVERNMENT'S BURDEN ASSOCIATED WITH PROVIDING MEDICARE BENEFITS.ESTABLISHING AN INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT IMPROVES THE QUALITY OF MEDICAL, SURGICAL, BEHAVIORAL AND OTHER RELATED HEALTH CARE SERVICES PROVIDED TO PATIENTS THROUGH FOSTERING SUCH INITIATIVES AS CLINICAL INTEGRATION AMONG PRIMARY CARE PHYSICIANS AND SPECIALISTS AND AMONG COMMUNITY AND ACADEMIC PHYSICIANS AND HOSPITALS, IMPLEMENTING COORDINATED ELECTRONIC HEALTH RECORD SYSTEMS, DEVELOPING BEST-PRACTICE-BASED PROTOCOLS, AND PROVIDING WELLNESS CARE AND OTHER TECHNIQUES AND SYSTEMS.IMPROVING THE PROVISION OF MEDICAL AND HEALTH CARE TO PATIENTS THROUGH THE CREATION OF A DATA BASE OF MEDICAL RECORDS, PUBLIC HEALTH INFORMATION AND POPULATION DEMOGRAPHICS.DEVELOPING FINANCIAL INCENTIVES THROUGH PAYER CONTRACTING TO IMPROVE THE QUALITY, EFFICIENCY AND EFFECTIVENESS OF CARE AND TO ENHANCE HEALTH CARE OUTCOMES FOR THE POPULATIONS SERVED BY THE PHYSICIANS AND HOSPITALS ASSOCIATED WITH THE CORPORATION.

    Expenses $42,273,413 · Revenue $65,745,960

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Emily Young

    PRESIDENT/TRUSTEE

    Total calculated
    $638,968
    From this org
    $535,876
    From related orgs
    $0
    Other
    $103,092
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $449,585
    Bonus
    $40,297
    Other
    $45,994
    Deferred
    $79,934
    Nontaxable benefits
    $23,158
    Filer's total
    $638,968
  • David Criss MD

    DIRECTOR

    Total calculated
    $79,299
    From this org
    $0
    From related orgs
    $79,299
    Other
    $0
    Hours/week
    1 + 39 related
  • Karen Freund MD

    DIRECTOR/VICE CHAIR (AS OF 2/25)

    Total calculated
    $638,250
    From this org
    $0
    From related orgs
    $578,276
    Other
    $59,974
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,443 related
    Bonus
    $0 + $24,975 related
    Other
    $0 + $6,858 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $25,474 related
    Filer's total
    $0 + $638,250 related
  • William Galvin III MD

    DIRECTOR

    Total calculated
    $628,985
    From this org
    $0
    From related orgs
    $596,905
    Other
    $32,080
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $539,393 related
    Bonus
    $0 + $54,365 related
    Other
    $0 + $3,147 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $22,180 related
    Filer's total
    $0 + $628,985 related
  • Phil Okala

    DIRECTOR (UNTIL 7/25)

    Total calculated
    $1,816,696
    From this org
    $0
    From related orgs
    $1,780,793
    Other
    $35,903
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,332,791 related
    Bonus
    $0 + $337,500 related
    Other
    $0 + $110,502 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $26,003 related
    Filer's total
    $0 + $1,816,696 related
  • Mark Gilchrist MD

    TREASURER/DIRECTOR(UNTIL 1/25)/CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Michele Crage MD

    CHAIR (UNTIL 1/25)/DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Alain Chaoui MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Shirley Huang MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Tushar Patel MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Andrew Devoe

    DIRECTOR (AS OF 7/25)

    Total calculated
    $1,148,895
    From this org
    $0
    From related orgs
    $1,123,052
    Other
    $25,843
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $853,264 related
    Bonus
    $0 + $256,959 related
    Other
    $0 + $12,829 related
    Deferred
    $0 + $6,578 related
    Nontaxable benefits
    $0 + $19,265 related
    Filer's total
    $0 + $1,148,895 related
  • Zachary Redmond

    SECRETARY

    Total calculated
    $693,637
    From this org
    $0
    From related orgs
    $586,258
    Other
    $107,379
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $494,363 related
    Bonus
    $0 + $37,950 related
    Other
    $0 + $53,945 related
    Deferred
    $0 + $81,422 related
    Nontaxable benefits
    $0 + $25,957 related
    Filer's total
    $0 + $693,637 related
  • Adam Russman

    TREASURER (AS OF 1/25)

    Total calculated
    $244,663
    From this org
    $218,119
    From related orgs
    $0
    Other
    $26,544
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $212,078
    Bonus
    $5,882
    Other
    $159
    Deferred
    $3,597
    Nontaxable benefits
    $22,947
    Filer's total
    $244,663
  • Jennifer Tolkoff Esq

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • James Gagnon

    DIRECTOR OF NETWORK PERFORMANCE

    Total calculated
    $202,251
    From this org
    $196,017
    From related orgs
    $0
    Other
    $6,234
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,983
    Bonus
    $5,777
    Other
    $257
    Deferred
    $5,326
    Nontaxable benefits
    $908
    Filer's total
    $202,251
  • Lisa Mann Reed

    VP, POPULATION HEALTH MANAGEMENT

    Total calculated
    $286,077
    From this org
    $262,677
    From related orgs
    $0
    Other
    $23,400
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,592
    Bonus
    $11,705
    Other
    $380
    Deferred
    $7,803
    Nontaxable benefits
    $15,597
    Filer's total
    $286,077
  • Kathleen Garland

    VP, NETWORK ENGAGEMENT

    Total calculated
    $281,227
    From this org
    $254,282
    From related orgs
    $0
    Other
    $26,945
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,022
    Bonus
    $30,745
    Other
    $515
    Deferred
    $5,177
    Nontaxable benefits
    $21,768
    Filer's total
    $281,227
  • Dawn Nee

    EXEC DIR, COMMUNITY PHYS MGMT

    Total calculated
    $278,985
    From this org
    $251,988
    From related orgs
    $0
    Other
    $26,997
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,920
    Bonus
    $7,957
    Other
    $1,111
    Deferred
    $5,746
    Nontaxable benefits
    $21,251
    Filer's total
    $278,985
  • David Wyeth

    DIRECTOR, PHO CONTRACT

    Total calculated
    $216,797
    From this org
    $190,237
    From related orgs
    $0
    Other
    $26,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,944
    Bonus
    $5,888
    Other
    $405
    Deferred
    $1,795
    Nontaxable benefits
    $24,765
    Filer's total
    $216,797
  • Daniel Driscoll MD

    FORMER DIRECTOR

    Total calculated
    $439,107
    From this org
    $0
    From related orgs
    $388,383
    Other
    $50,724
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,543 related
    Bonus
    $0 + $102,685 related
    Other
    $0 + $3,155 related
    Deferred
    $0 + $25,650 related
    Nontaxable benefits
    $0 + $25,074 related
    Filer's total
    $0 + $439,107 related
  • Nathan Gagne

    FORMER TREASURER

    Total calculated
    $335,396
    From this org
    $0
    From related orgs
    $335,396
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $318 related
    Bonus
    $0
    Other
    $0 + $335,078 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $335,396 related
  • Charles R Whipple Esq

    FORMER SECRETARY

    Total calculated
    $219,724
    From this org
    $0
    From related orgs
    $163,145
    Other
    $56,579
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $109,321 related
    Bonus
    $0
    Other
    $0 + $53,824 related
    Deferred
    $0 + $48,454 related
    Nontaxable benefits
    $0 + $8,125 related
    Filer's total
    $0 + $219,724 related

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

  • 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, LINE 3
COMPENSATION SETTING PROCEEDURES OF THE PRESIDENT/CEO ARE ESTABLISHED BY TUFTS MEDICINE, INC., A RELATED ORGANIZATION.
PART I, LINES 4A-B
NATHAN GAGNE RECEIVED $335,078 OF SEVERANCE IN CALENDAR YEAR 2024. SECTION 457(F) RETIREMENT PLAN EMPLOYER DEFERRALS: CHARLES WHIPPLE, ESQ. - $44,923 EMILY YOUNG - $70,034 ZACHARY REDMOND - $74,285
PART I, LINE 7
BONUSES ARE APPROVED BY THE BOARD AND ARE BASED ON PERFORMANCE.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • LGH MEDICAL GROUP LLC

    MEDICAL SERVICES · MA · income $0 · assets $0

    Directly controlled by CIRCLE HEALTH PHYSICIANS INC

  • LGH CANCERCARE ASSOCIATES LLC

    MEDICAL SERVICES · MA · income $0 · assets $0

    Directly controlled by CIRCLE HEALTH PHYSICIANS INC

  • CIRCLE HEALTH OBGYN

    MEDICAL SERVICES · MA · income $0 · assets $0

    Directly controlled by CIRCLE HEALTH PHYSICIANS INC

  • LGH MERRIMACK VALLEY CARDIOLOGY ASSOCIATES LLC

    MEDICAL SERVICES · MA · income $0 · assets $0

    Directly controlled by CIRCLE HEALTH PHYSICIANS INC

  • CIRCLE HEALTH URGENT CARE LLC

    MEDICAL SERVICES · MA · income $0 · assets $0

    Directly controlled by CIRCLE HEALTH PHYSICIANS INC

  • CIRCLE HEALTH PHARMACY LLC

    MEDICAL SERVICES · MA · income $0 · assets $0

    Directly controlled by CIRCLE HEALTH PHYSICIANS INC

  • LGH PROFESSIONAL SERVICES LLC

    MEDICAL SERVICES · MA · income $0 · assets $0

    Directly controlled by CIRCLE HEALTH PHYSICIANS INC

  • TUFTS MEDICINE PARTNERSHIP ACO LLC

    ACO · MA · income $7,289,942 · assets $37,304,048

    Directly controlled by TUFTS MEDICINE INTEGRATED NETWORK INC

  • TUFTS MEDICINE PHARMACY LLC

    PHARMACY · MA · income $0 · assets $0

    Directly controlled by TUFTS MEDICINE INC

  • WELLFORCE ACO LLC

    ACO · MA · income $242,803 · assets $9,818,897

    Directly controlled by TUFTS MEDICINE INTEGRATED NETWORK INC

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

  • TUFTS MEDICINE SHIELDS PETCT LLC

    RELATED · PET/CT SCANS · MA

    Directly controlled by MELROSEWAKEFIELD HEALTHCARE 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 · controlled entity

    Directly controlled by LGH SERVICES INC

  • LGH MEDICAL BUILDING SERVICES INC

    C · MEDICAL OFFICE BUILDING · MA · controlled entity

    Directly controlled by LGH SERVICES INC

  • LGH MEDICAL SERVICES INC

    C · MEDICAL SERVICES · MA · controlled entity

    Directly controlled by LGH SERVICES INC

  • LGH SERVICES INC

    C · MEDICAL SERVICES · MA · controlled entity

    Directly controlled by CIRCLE HEALTH INC

  • TUFTS MEDICINE INDEMNITY COMPANY LTD

    C · CAPTIVE INSURANCE · CJ · controlled entity

    Directly controlled by TUFTS MEDICINE INC

  • TMIN SERVICES INC

    C · HEALTHCARE SERVICES · MA · 100% owned · share of income $6,619,309 · share of assets $438,469 · controlled entity

    Directly controlled by TUFTS MEDICINE INTEGRATED NETWORK INC

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.5
Source object
202622269349302297

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