Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
ATRIUS HEALTH INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
275 GROVE STREET NO 3-300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWTON, MA024662275
D Employer identification number

01-0803117
E Telephone number

G Gross receipts $ 27,042,002
F Name and address of principal officer:
DANIEL C BURNES
275 GROVE STREET NO 3-300
NEWTON,MA024662275
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
ATRIUSHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 2004
M State of legal domicile: MA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: STATEMENT 1 AT SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 5
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 20,923,634 27,038,177
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,125 3,825
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 20,925,759 27,042,002
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 8,123,455 9,861,595
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 11,536,005 16,387,218
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 19,659,460 26,248,813
19 Revenue less expenses. Subtract line 18 from line 12....... 1,266,299 793,189
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 14,878,965 12,657,473
21 Total liabilities (Part X, line 26)............. 14,139,798 11,383,689
22 Net assets or fund balances. Subtract line 21 from line 20..... 739,167 1,273,784
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: ATRIUS HEALTH SUPPORTS ITS PARTICIPATING ORGANIZATIONS TO IMPROVE THE HEALTH OF THEIR PATIENTS AND COMMUNITIES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 26,102,163 including grants of $   ) (Revenue $ 27,038,177 )
STATEMENT 2 AT SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet26,102,163
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
20
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
5
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletJEFFREY SAVASTANO275 GROVE STREETNEWTONMA024662275 (617) 559-8181
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) NEIL J BERMAN MD........................................................................
TRUSTEE
 2.00
.......................50.00 		X           20,000 452,444 53,903
(2) DANIEL BURNES MD........................................................................
T'EE TO 11.1.13;CO-CEO EFF. 10.17.13
 2.00
.......................48.00 		X   X       17,500 550,414 80,568
(3) JOSEPH DORSEY MD........................................................................
INDEPENDENT TRUSTEE TO 3.1.13
 4.00
.......................   		X           12,500 0 0
(4) CYNTHIA FELDMAN........................................................................
INDEPENDENT TRUSTEE TO 9.17.13
 4.00
.......................   		X           17,500 0 0
(5) HIKARU ISIHARA MD........................................................................
TRUSTEE
 2.00
.......................48.00 		X           0 326,875 87,904
(6) RICHARD KAUFF MD........................................................................
TRUSTEE, EFF 7.1.13
 1.00
.......................49.00 		X           5,000 276,929 38,821
(7) DIANE LECLAIR........................................................................
TRUSTEE, EFF 3.1.13
 2.00
.......................2.00 		X           0 16,500 7,500
(8) ALAN D LOBOVITS MD........................................................................
TRUSTEE, EFF 1.1.13
 .30
.......................49.70 		X           10,000 336,714 15,938
(9) RICHARD MACDONALD........................................................................
INDEPENDENT TRUSTEE
 4.00
.......................   		X           20,000 0 0
(10) ROBERT MECHANIC........................................................................
INDEPENDENT TRUSTEE
 4.00
.......................   		X           20,000 0 0
(11) EDWARD W NALBAND MD........................................................................
TRUSTEE/CHAIRMAN TO 6.1.13
 3.30
.......................46.70 		X           0 414,503 31,216
(12) MARVIN C OSTROVSKY MD........................................................................
TRUSTEE TO 1.1.13
 1.00
.......................50.00 		X           10,000 302,114 39,420
(13) SCOTT R PERMAN MD........................................................................
TRUSTEE
 2.00
.......................50.00 		X           20,000 422,706 149,406
(14) PATRICK RYAN........................................................................
INDEPENDENT TRUSTEE
 4.00
.......................   		X           20,000 0 0
(15) VINOD SAHNEY........................................................................
INDEPENDENT TRUSTEE
 4.00
.......................   		X           20,000 0 0
(16) MARK STOKER MD........................................................................
TRUSTEE
 2.00
.......................50.00 		X           20,000 739,911 44,816
(17) LESLIE TESO-LICHTMAN........................................................................
INDEPENDENT TRUSTEE EFF 11.1.13
 4.00
.......................   		X           1,667 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) LORI A WROBLE MD........................................................................
TRUSTEE EFF 11.1.13
 1.00
.......................49.00 		X           0 395,471 51,381
(19) ROBERT YOOD MD........................................................................
TRUSTEE
 2.00
.......................50.00 		X           20,000 362,839 43,653
(20) THOMAS M CONGORAN........................................................................
CFO & TREASURER
 30.00
.......................20.00 		    X       331,985 221,324 162,858
(21) ARMIN ERNST MD........................................................................
CO-CEO EFF 10.17.13
 1.00
.......................50.00 		    X       0 507,070 33,395
(22) H EUGENE LINDSEY MD........................................................................
PRESIDENT & CEO TO 9.17.13
 37.50
.......................12.50 		    X       536,548 178,849 684,263
(23) JOSEPH K NUNES........................................................................
CLERK
 7.00
.......................45.00 		    X       0 256,927 39,453
(24) GUY A SPINELLI MD........................................................................
CHAIRMAN OF THE BOARD (EFF. 7.17.13)
 10.00
.......................40.00 		    X       25,000 427,396 61,198
(25) ROBERTA S ZYSMAN........................................................................
CO-CEO EFF 10.17.13
 1.00
.......................50.00 		    X       0 349,382 129,162
(26) KATHLEEN T GARDNER........................................................................
CHIEF ADM. OFFICER (VP/EXEC. DIR.)
 50.00
.......................   		      X     291,915 0 95,058
(27) RICHARD LOPEZ MD........................................................................
CHIEF PHYSICIAN EXECUTIVE
 50.00
.......................   		      X     368,343 122,781 120,363
(28) DANIEL D MORIARTY........................................................................
CIO
 45.00
.......................5.00 		      X     338,571 37,618 92,842




1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,126,529 6,698,767 2,063,118
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet33
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
MCDERMOTT WILL & EMERY28 STATE STREETBOSTONMA02109 LEGAL 745,913
TRUEPOINT25 BURLINGTON MALL ROADSTE 502BURLINGTONMA01803 PATIENT SERVICE IMPROVEMENTS 641,775
PRESS GANEY ASSOCIATES INCPO BOX 88335MILWAUKEEWI53288 HEALTHCARE PERFORMANCE IMPROVEMENT 577,332
THE CHARTIS GROUP LLCDEPARTMENT 5925CAROL STREAMIL60122 HEALTHCARE STRATEGIC PLANNING 299,873
CXO COMMUNICATION LLC123 NEWBURY ST SUITE 4BOSTONMA02116 ADVERTISING SERVICES 148,500
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet  
Program Service RevenueAmt Business Code
2a CORP. OVERSIGHT/ADM. 900099 25,707,930 25,707,930    
b PROGRAM RELATED INVESTMENTS 900099 563,517 563,517    
c OTHER PROGRAM REVENUE 900099 453,640 453,640    
d INFRASTRUCTURE SUPPORT 900099 313,090 313,090    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 27,038,177
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 3,825     3,825
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 27,042,002 27,038,177 0 3,825
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 2,678,925 2,678,925    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 5,701,596 5,701,596    
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 399,112 399,112    
9 Other employee benefits ....... 612,275 612,275    
10 Payroll taxes ........... 469,687 469,687    
11 Fees for services (non-employees):        
a Management ...... 3,805,234 3,805,234    
b Legal ......... 848,255 848,255    
c Accounting ........... 146,650   146,650  
d Lobbying ........... 120,000 120,000    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 2,562,917 2,562,917    
12 Advertising and promotion .... 130,010 130,010    
13 Office expenses ....... 548,528 548,528    
14 Information technology ...... 8,056,622 8,056,622    
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............ 106,031 106,031    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 62,971 62,971    
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .....        
23 Insurance ..............        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 26,248,813 26,102,163 146,650 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 3,954,244 1 4,765,389
2 Savings and temporary cash investments ......... 622,716 2 622,779
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 4,772,932 4 6,060,635
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ..........   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation ..... 10b     10c  
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..... 1,039,879 13 1,053,568
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 4,489,194 15 155,102
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 14,878,965 16 12,657,473
Liabilities 17 Accounts payable and accrued expenses ......... 3,992,904 17 1,273,245
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 10,146,894 25 10,110,444
26 Total liabilities. Add lines 17 through 25......... 14,139,798 26 11,383,689
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 739,167 27 1,273,784
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 739,167 33 1,273,784
34 Total liabilities and net assets/fund balances ........ 14,878,965 34 12,657,473
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
27,042,002
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
26,248,813
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
793,189
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
739,167
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-258,572
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,273,784
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
ATRIUS HEALTH INC
 
Employer identification number

01-0803117
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .   3,860       3,860
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 10,342,692 17,265,299 19,140,938 20,923,634 27,038,177 94,710,740
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5. 10,342,692 17,269,159 19,140,938 20,923,634 27,038,177 94,714,600
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...           0
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.           0
c Add lines 7a and 7b..           0
8 Public support (Subtract line 7c from line 6.) 94,714,600
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6... 10,342,692 17,269,159 19,140,938 20,923,634 27,038,177 94,714,600
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 8,088 821 138 2,125 3,825 14,997
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 8,088 821 138 2,125 3,825 14,997
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.).. 10,350,780 17,269,980 19,141,076 20,925,759 27,042,002 94,729,597
14
Section C. Computation of Public Support Percentage
15
15
99.980 %
16
16
99.900 %
Section D. Computation of Investment Income Percentage
17
17
0.020 %
18
18
0.100 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
ATRIUS HEALTH INC
 
Employer identification number

01-0803117
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
53,180
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
96,032
j
Total. Add lines 1c through 1i ...............................
149,212
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: ATRIUS HEALTH IS A 501 (C)(3) ORGANIZATION THAT SUPPORTS ITS AFFILIATED GROUPS TO IMPROVE THE HEALTH OF THEIR PATIENTS AND COMMUNITIES. IN FULFILLMENT OF THE ABOVE MISSION, ATRIUS HEALTH ADVOCATES ON A NUMBER OF ISSUES ON BEHALF OF OUR CLINICIANS AND PATIENTS ON ISSUES SUCH AS PAYMENT REFORM, HEALTH CARE REFORM AND HEALTH INFORMATION TECHNOLOGY. THE OFFICE OF EXTERNAL AFFAIRS DIRECTS THESE ACTIVITIES AND COORDINATES OUR ADVOCACY EFFORTS IN THIS REGARD. ON OCCASION, ATRIUS HEALTH PROVIDES WRITTEN CORRESPONDENCE AND TESTIMONY TO LEGISLATORS AND MEETS WITH STATE AND LOCAL LEGISLATORS AND OFFICIALS ON AS-NEEDED BASIS. THE GOVERNMENT RELATIONS MANAGER AND CHIEF EXTERNAL AFFAIRS OFFICER ARE REGISTERED WITH THE STATE AS LOBBYISTS, IN ACCORDANCE WITH STATE LAW. ATRIUS HEALTH ALSO UTILIZES THE SERVICES OF TWO OUTSIDE CONSULTANTS, ONE OF WHOM ASSISTED SOLELY ON STATE MATTERS AND THE SECOND DEVOTED TO FEDERAL ADVOCACY MATTERS. THESE CONSULTANTS, ON BEHALF OF ATRIUS HEALTH, PROVIDED PERIODIC UPDATES ON PENDING LEGISLATION AND REGULATIONS, FOLLOWED UP WITH GOVERNMENT AGENCIES AND LEGISLATORS AND THEIR STAFF ON ISSUES, AND ASSISTED IN SETTING UP MEETINGS.
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
ATRIUS HEALTH INC
 
Employer identification number

01-0803117
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................        
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 0
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) VENTURE 2-BRN, LLC (AT EQUITY) -MRI SERVICES 589,711 C
(2) VENTURE 3-WW, LLC (AT EQUITY) -CATSCAN & ONCOLOGY SERVICES 2,252 C
(3) VENTURE 4-WW2, LLC (AT EQUITY) -IMAGING CENTER 302,504 C
(4) VENTURE V-90 LIBBEY, LLC (AT EQUITY) -MRI SERVICES 159,101 C





Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 1,053,568
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
PAYABLE TO RELATED ENTITY - DEDHAM MEDICAL ASSOCIATES, INC. 1,296,116
PAYABLE TO RELATED ENTITY - GRANITE MEDICAL GROUP, INC. 83,879
PAYABLE TO RELATED ENTITY - SOUTHBORO MEDICAL GROUP, INC. 832,168
PAYABLE TO RELATED ENTITY - HARVARD VANGUARD MEDICAL ASSOC., INC. 6,279,329
PAYABLE TO RELATED ENTITY - ATRIUS HEALTH FOUNDATION INC. 68,369
PAYABLE TO RELATED ENTITY - SOUTH SHORE MEDICAL CENTER, INC. 1,089,609
PAYABLE TO RELATED ENTITY - RELIANT MEDICAL GROUP, INC. 460,974


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 10,110,444
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 26,588,362
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1..................... 3 26,588,362
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 453,640
c Add lines 4a and 4b....................... 4c 453,640
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 27,042,002
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 25,795,173
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e 0
3 Subtract line 2e from line 1..................... 3 25,795,173
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 453,640
c Add lines 4a and 4b....................... 4c 453,640
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 26,248,813
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE NETTED AGAINST EXPENSE
PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE NETTED AGAINST EXPENSE
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
ATRIUS HEALTH INC
 
Employer identification number

01-0803117
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)NEIL J BERMAN MDTRUSTEE (i)
(ii)		 20,000
300,416 		0
134,528 		0
17,500 		0
33,500 		0
20,403 		20,000
506,347 		10,000
0
(2)DANIEL BURNES MDT'EE TO 11.1.13;CO-CEO EFF. 10.17.13 (i)
(ii)		 17,500
533,556 		0
10,000 		0
6,858 		0
41,823 		0
38,745 		17,500
630,982 		10,000
17,710
(3)HIKARU ISIHARA MDTRUSTEE (i)
(ii)		 0
323,311 		0
0 		0
3,564 		0
36,273 		0
51,631 		0
414,779 		10,000
12,370
(4)RICHARD KAUFF MDTRUSTEE, EFF 7.1.13 (i)
(ii)		 5,000
252,668 		0
23,384 		0
877 		0
3,825 		0
34,996 		5,000
315,750 		0
0
(5)ALAN D LOBOVITS MDTRUSTEE, EFF 1.1.13 (i)
(ii)		 10,000
280,091 		0
50,337 		0
6,286 		0
13,131 		0
2,807 		10,000
352,652 		0
0
(6)EDWARD W NALBAND MDTRUSTEE/CHAIRMAN TO 6.1.13 (i)
(ii)		 0
366,890 		0
45,000 		0
2,613 		0
3,825 		0
27,391 		0
445,719 		0
0
(7)MARVIN C OSTROVSKY MDTRUSTEE TO 1.1.13 (i)
(ii)		 10,000
239,359 		0
52,637 		0
10,118 		0
13,092 		0
26,328 		10,000
341,534 		10,000
0
(8)SCOTT R PERMAN MDTRUSTEE (i)
(ii)		 20,000
344,757 		0
28,198 		0
49,751 		0
138,226 		0
11,180 		20,000
572,112 		10,000
101,130
(9)MARK STOKER MDTRUSTEE (i)
(ii)		 20,000
682,650 		0
37,439 		0
19,822 		0
22,950 		0
21,866 		20,000
784,727 		10,000
0
(10)LORI A WROBLE MDTRUSTEE EFF 11.1.13 (i)
(ii)		 0
391,739 		0
2,490 		0
1,242 		0
47,665 		0
3,716 		0
446,852 		0
0
(11)ROBERT YOOD MDTRUSTEE (i)
(ii)		 20,000
306,140 		0
14,330 		0
42,369 		0
22,950 		0
20,703 		20,000
406,492 		10,000
0
(12)THOMAS M CONGORANCFO & TREASURER (i)
(ii)		 294,256
196,171 		30,269
20,180 		7,460
4,973 		80,079
53,386 		17,636
11,757 		429,700
286,467 		42,558
28,372
(13)ARMIN ERNST MDCO-CEO EFF 10.17.13 (i)
(ii)		 0
480,322 		0
25,000 		0
1,748 		0
7,650 		0
25,745 		0
540,465 		0
0
(14)H EUGENE LINDSEY MDPRESIDENT & CEO TO 9.17.13 (i)
(ii)		 464,857
154,952 		65,566
21,855 		6,125
2,042 		494,988
164,996 		18,209
6,070 		1,049,745
349,915 		82,068
27,356
(15)JOSEPH K NUNESCLERK (i)
(ii)		 0
228,504 		0
27,959 		0
464 		0
12,185 		0
27,268 		0
296,380 		0
0
(16)GUY A SPINELLI MDCHAIRMAN OF THE BOARD (EFF. 7.17.13) (i)
(ii)		 25,000
354,154 		0
55,742 		0
17,500 		0
33,500 		0
27,698 		25,000
488,594 		0
0
(17)ROBERTA S ZYSMANCO-CEO EFF 10.17.13 (i)
(ii)		 0
324,382 		0
25,000 		0
0 		0
101,403 		0
27,759 		0
478,544 		0
0
(18)KATHLEEN T GARDNERCHIEF ADM. OFFICER (VP/EXEC. DIR.) (i)
(ii)		 256,148
0 		34,525
0 		1,242
0 		64,767
0 		30,291
0 		386,973
0 		46,658
0
(19)RICHARD LOPEZ MDCHIEF PHYSICIAN EXECUTIVE (i)
(ii)		 314,665
104,888 		51,005
17,002 		2,673
891 		69,155
23,052 		21,117
7,039 		458,615
152,872 		66,440
22,147
(20)DANIEL D MORIARTYCIO (i)
(ii)		 294,727
32,747 		39,458
4,384 		4,386
487 		63,958
7,106 		19,600
2,178 		422,129
46,902 		53,361
5,929
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINES 4A-B SCHEDULE J, QUESTION 4A - INDIVIDUAL LISTED IN FORM 990, PART VII, SECTION A WHO RECEIVED SEVERANCE PAYMENTS IN 2013 EUGENE LINDSEY, MD - $0 PAID IN 2013; $599,900 UNPAID AT 12.31.13 SCHEDULE J, QUESTION 4B - INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A WHO PARTICIPATED IN, OR RECEIVED PAYMENT FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. DANIEL BURNES; HIKARU ISIHARA; EUGENE LINDSEY; RICHARD LOPEZ; LORI WROBLE
PART I, LINE 5  
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
ATRIUS HEALTH INC
 
Employer identification number

01-0803117
Return Reference Explanation
STATEMENT 1: PART I, LINE 1, DESCRIPTION OF ORGANIZATION'S MISSION ATRIUS HEALTH SUPPORTS ITS PARTICIPATING ORGANIZATIONS TO IMPROVE THE HEALTH OF THEIR PATIENTS AND COMMUNITIES. PARTICIPATING ORGANIZATIONS ARE DEFINED IN THE ATRIUS HEALTH BYLAWS AND INCLUDE SIX NON-PROFIT MEDICAL GROUP PRACTICES AND, AS OF FEBRUARY 1, 2013, ONE NON-PROFIT HOME CARE AND HOSPICE ORGANIZATION, ALL OF WHICH ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS AMENDED, REFERRED TO IN THIS FILING AS THE "PARTICIPATING ORGANIZATIONS".
STATEMENT 2: DESCRIPTION OF ORGANIZATION'S PROGRAM SERVICE ACCOMPLISHMENTS PROVIDED OVERSIGHT AND COORDINATION OF SERVICES AS THE SOLE CORPORATE MEMBER OF SIX TAX-EXEMPT PARTICIPATING ORGANIZATIONS. IN 2013 THE PRIMARY PROJECTS INCLUDED: (1) OPERATING AN ELECTRONIC MEDICAL RECORD AND PRACTICE MANAGEMENT SYSTEM. (2) NEGOTIATING PAYOR AND HOSPITAL CONTRACTS FOR THE PARTICIPATING ORGANIZATIONS. (3) FACILITATING THE DEVELOPMENT OF SHARED JOINT ANCILLARY CLINICAL SERVICES AND OTHER JOINT CLINICAL PROGRAMS, SUCH AS THE CLINICAL PHARMACY PROGRAM AND THE HOSPITALIST PROGRAM, TO BETTER SERVE THE PATIENTS OF THE PARTICIPATING ORGANIZATIONS THROUGH IMPROVED ACCESS, QUALITY AND LOWER COST. (4) PROVIDING OVERSIGHT, ANALYSIS AND REPORTING OF QUALITY METRICS ACROSS ALL PARTICIPATING ORGANIZATIONS AS NEEDED FOR PAY-FOR-PERFORMANCE GOALS, HEIDIS MEASURES, THE MASSACHUSETTS HEALTH QUALITY PARTNERSHIP, RESULTING IN SOME OF THE HIGHEST QUALITY SCORES IN THE COMMONWEALTH.
FORM 990, PART VI, SECTION A, LINE 6 ATRIUS HEALTH, INC. (THE CORPORATION) HAS ONE CLASS OF MEMBERS. AS DEFINED IN ITS BYLAWS, THE MEMBERS ARE THE PHYSICIAN TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7A EACH PARTICIPATING ORGANIZATION APPOINTS ONE PHYSICIAN TRUSTEE, EXCEPT HARVARD VANGUARD MEDICAL ASSOCIATES, INC. AND RELIANT MEDICAL GROUP, INC. WHICH APPOINT TWO PHYSICIAN TRUSTEES. THE PHYSICIAN TRUSTEES SERVE AS MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7B CERTAIN MAJOR DECISIONS AS SUMMARIZED BELOW REQUIRE APPROVAL OF A SUPER-MAJORITY (GREATER THAN 70%) OF THE MEMBERS/PHYSICIAN TRUSTEES. EACH PARTICIPATING ORGANIZATION, EXCEPT HARVARD VANGUARD AND RELIANT MEDICAL, HAS ONE APPOINTED PHYSICIAN TRUSTEE. HARVARD VANGUARD AND RELIANT MEDICAL EACH HAVE TWO APPOINTED PHYSICIAN TRUSTEES. THE PHYSICIAN TRUSTEES ALSO SERVE AS THE MEMBERS WITH CERTAIN OF THE STATUTORY CORPORATE POWERS SET FORTH IN M.G.L. CHAPTER 180 AS WELL AS THE POWERS ENUMERATED IN THE BYLAWS. FOR A LIMITED SUBSET OF MATTERS, IF THE VOTE OF THE FULL BOARD IS NOT UNANIMOUS, A 70% SUPER-MAJORITY RATIFICATION VOTE BY THE PHYSICIAN TRUSTEES/MEMBERS IS REQUIRED FOR THE VOTE TO BE APPROVED BY THE BOARD. THE MATTERS THAT MUST BE APPROVED UNANIMOUSLY BY THE FULL BOARD OR RATIFIED BY THE PHYSICIAN TRUSTEES/MEMBERS INCLUDE: (I) AMENDMENTS TO THE BYLAWS AND ARTICLES OF ORGANIZATION OF ATRIUS HEALTH; (II) APPROVAL OF FUND ALLOCATION FORMULAE UNDER THE PAYER CONTRACTS; AND (III) THE EXERCISE OF ATRIUS HEALTH'S AUTHORITY AS THE CORPORATE MEMBER OF A PARTICIPATING ORGANIZATION TO: (A) LEVY ASSESSMENTS ON A PARTICIPATING ORGANIZATION TO COVER THE COSTS, INCLUDING THE COST OF OPERATIONS, OF THE CORPORATE MEMBER; AND (B) TO AMEND A PARTICIPATING ORGANIZATION'S ARTICLES OF ORGANIZATION OR BYLAWS. EACH OF THE TRUSTEES/MEMBERS, EXCEPT THE HARVARD VANGUARD TRUSTEES/MEMBERS, HAS ONE VOTE. THE HARVARD VANGUARD TRUSTEES/MEMBERS EACH HAVE ONE AND ONE-HALF VOTES, WHICH RESULTS IN HARVARD VANGUARD HAVING APPROXIMATELY 33% OF THE VOTES. ACCORDINGLY, IN ORDER FOR AN ACTION THAT REQUIRES A 70% SUPER-MAJORITY RATIFICATION VOTE TO BE APPROVED BY THE ATRIUS HEALTH BOARD THE HARVARD VANGUARD TRUSTEE/MEMBERS, ALONG WITH THE TRUSTEES/MEMBERS OF AT LEAST THREE OR FOUR OTHER PARTICIPATING ORGANIZATIONS, MUST VOTE IN FAVOR OF THE ACTION. NO SUPER-MAJORITY VOTE CAN BE APPROVED WITHOUT THE HARVARD VANGUARD TRUSTEES/MEMBERS VOTING IN FAVOR OF THE ACTION. AS OF DECEMBER 31, 2013 THERE WERE FOUR (4) COMMUNITY TRUSTEES. CERTAIN COMMUNITY TRUSTEES SERVE AS THE MEMBERS OF THE COMPENSATION COMMITTEE FOR THE ORGANIZATION. THE ORGANIZATION'S BYLAWS DIRECT THE COMPENSATION COMMITTEE TO: (I) CONSULT WITH A NATIONALLY-RECOGNIZED COMPENSATION CONSULTING COMPANY TO ASSIST IT IN DETERMINING THAT SUCH COMPENSATION RANGES AND STRUCTURE ARE REASONABLE (AS DEFINED BY APPLICABLE INTERNAL REVENUE SERVICE REGULATIONS AND RULINGS); (II) ADOPT AND IMPLEMENT POLICIES AND PROCEDURES CONSISTENT WITH SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME, AND THE REGULATIONS ISSUED THEREUNDER. THE ATRIUS HEALTH COMPENSATION COMMITTEE ALSO SERVES AS THE COMPENSATION COMMITTEE FOR THE PARTICIPATING ORGANIZATIONS, EXCEPT HARVARD VANGUARD AND RELIANT MEDICAL GROUP WHICH HAVE THEIR OWN RESPECTIVE COMPENSATION COMMITTEE. THE ORGANIZATION'S COMPENSATION COMMITTEE MUST ALSO APPROVE THE RECOMMENDATIONS OF THE HARVARD VANGUARD AND RELIANT MEDICAL COMPENSATION COMMITTEES, WHICH ALSO MEET THE CRITERIA STATED HEREIN.
FORM 990, PART VI, SECTION B, LINE 11 ATRIUS HEALTH ENGAGED AN OUTSIDE TAX/ACCOUNTING FIRM TO REVIEW AND PREPARE FORM 990 FOR ATRIUS HEALTH. AN INTERNAL TEAM AT ATRIUS HEALTH INCLUDING STAFF FROM LEGAL, ACCOUNTING, AND HUMAN RESOURCES DEPARTMENTS WORK CLOSELY WITH THE OUTSIDE FIRM TO PREPARE THE DOCUMENT. ALL INFORMATION ON THE 990 RELATING TO COMPENSATION (INCLUDING PART VI, PART VII, AND SCHEDULE J) IS FORMALLY REVIEWED AND APPROVED BY THE ATRIUS HEALTH COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS COMPOSED OF INDEPENDENT TRUSTEES. IN ADDITION, THE ATRIUS HEALTH AUDIT & COMPLIANCE COMMITTEE FORMALLY REVIEWS AND APPROVES THE ENTIRE 990. A DRAFT 990 IS PROVIDED TO THE MEMBERS OF THE AUDIT & COMPLIANCE COMMITTEE IN ADVANCE OF A MEETING WHERE THE OUTSIDE FIRM PRESENTS MAJOR HIGHLIGHTS AND ISSUES (IF ANY). THEN, A FINAL DRAFT 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES OF ATRIUS HEALTH BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12C ARTICLE VIII OF ATRIUS HEALTH INC.'S BY-LAWS, TITLED "CONFLICTS OF INTEREST", PROVIDES THAT ATRIUS HEALTH'S OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AS DEFINED BY THE ATRIUS HEALTH POLICY AND THE INTERNAL REVENUE CODE AS AMENDED.. OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICTS OF INTEREST DISCLOSURE FORM. THE RESPONSES ARE REVIEWED BY THE CHIEF LEGAL OFFICER. IN THE EVENT A CONFLICT IS DISCLOSED THE CHIEF LEGAL OFFICER REVIEWS SUCH CONFLICT WITH THE AUDIT AND COMPLIANCE COMMITTEE OR THE BOARD OF TRUSTEES. IN ACCORDANCE WITH THE CONFLICTS OF INTEREST POLICY, ANY SUCH DISCLOSURE THAT MEETS THE DEFINITION OF A POTENTIAL CONFLICT IS REVIEWED BY THE AUDIT AND COMPLIANCE COMMITTEE OR THE BOARD OF TRUSTEES AND ADDRESSED AS DIRECTED BY THE COMMITTEE OR THE BOARD. IN ACCORDANCE WITH THE POLICY, OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE EXPECTED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST THAT ARISES DURING THE YEAR AND ANY SUCH POTENTIAL CONFLICT WOULD BE REVIEWED IN ACCORDANCE WITH THE PROCESS NOTED ABOVE.
FORM 990, PART VI, SECTION B, LINE 15 THE ATRIUS HEALTH CEO ALSO SERVED AS THE HARVARD VANGUARD MEDICAL ASSOCIATES (A RELATED ORGANIZATION) CEO. THE HARVARD VANGUARD COMPENSATION COMMITTEE AND ATRIUS HEALTH COMPENSATION COMMITTEE ARE RESPONSIBLE FOR DEVELOPING, REVIEWING AND APPROVING THE CEO'S GOALS AND RELATED COMPENSATION AND CONDUCTING PERFORMANCE ASSESSMENTS AND REVIEW PROCESS. THE ORGANIZATION'S COMPENSATION COMMITTEE CONSISTING OF INDEPENDENT, COMMUNITY MEMBERS, DETERMINES COMPENSATION FOR OFFICERS AND KEY EMPLOYEES, APPROVES GOALS AND INCENTIVE COMPENSATION. DECISIONS BY THE COMPENSATION COMMITTEE ARE BASED ON RESEARCH AND STATEMENTS OF REASONABLENESS FROM NATIONALLY RECOGNIZED COMPENSATION CONSULTANTS, WHICH ASSIST THE COMMITTEE(S) IN DETERMINING THE MARKET COMPETITIVENESS AND REASONABLENESS OF THE COMPENSATION. COMPENSATION DECISIONS BY THE COMMITTEE ARE MADE IN ADVANCE OF IMPLEMENTATION AND ARE PROPERLY DOCUMENTED ON A TIMELY BASIS IN COMMITTEE MINUTES. THE BOARD HAS APPROVED THE STIPEND PROGRAM FOR THE TRUSTEES OF THE ORGANIZATION IN RECOGNITION OF THE COMPLEXITY OF THE ORGANIZATION AND OF THE TIME DEVOTED TO BOARD ACTIVITIES.
FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE ATTACHED TO THE MA FORM PC FILED WITH THE ATTORNEY GENERAL'S OFFICE, WHICH IS OPEN TO PUBLIC INSPECTION. THE ARTICLES OF ORGANIZATION ARE AVAILABLE AT THE MASSACHUSETTS SECRETARY OF STATE'S OFFICE, INCLUDING ON-LINE. OTHER GOVERNING DOCUMENTS AND THE CONFLICTS OF INTEREST POLICY ARE NOT GENERALLY AVAILABLE TO THE PUBLIC. REQUESTS FOR COPIES OF SUCH DOCUMENTS ARE CONSIDERED ON A CASE BY CASE BASIS.
FORM 990 - PARTS VII, X AND SCHEDULE J COMPENSATION PAID BY ORGANIZATION - LEASED EMPLOYEES (REPORTING): THE ORGANIZATION'S EMPLOYEES ARE LEASED FROM A RELATED ORGANIZATION (HARVARD VANGUARD MEDICAL ASSOCIATES, INC.) FOR WHICH HARVARD VANGUARD IS REIMBURSED. FOR REPORTING OF COMPENSATION IN PARTS VII AND X OF FORM 990 AND SCHEDULE J (FORM 990), THE REIMBURSED COMPENSATION IS REPORTED AS PAID BY THIS RELATED ORGANIZATION. THE FOLLOWING INDIVIDUALS ACT IN THE SAME CAPACITY FOR ATRIUS HEALTH AND HARVARD VANGUARD MEDICAL ASSOCIATES, INC. ATRIUS HEALTH REIMBURSES HARVARD VANGUARD FOR THE SERVICES PROVIDED. H. EUGENE LINDSEY - PRESIDENT AND CEO TO 9.17.13 (ALSO FOUNDATION TRUSTEE TO 9.17.13) THOMAS M. CONGORAN - CFO AND TREASURER (HARVARD VANGUARD CFO TO 9.30.13) KIMBERLY L. NELSON - CHIEF LEGAL OFFICER MARCI SINDELL - CHIEF OF EXTERNAL AFFAIRS DANIEL MORIARTY - CHIEF INFORMATION OFFICER
FORM 990, PART XI, LINE 9: TRANSFERS TO 501(C)(3) AFFILIATE -258,572.
FORM 990, PART XI, LINE 2A THROUGH 2D THERE WAS NO CHANGE TO THE OVERSIGHT OF THE YEAR-END AUDIT NOR THE SELECTION PROCESS OF THE INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
ATRIUS HEALTH INC
 
Employer identification number

01-0803117
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) HARVARD VANGUARD MEDICAL ASSOCIATES INC

275 GROVE STREET SUITE 3-300

NEWTON,MA02466
04-3397450 		MULTI-SPECIALTY MEDICAL GROUP MA 501 (C)(3) LINE 9 ATRIUS HEALTH INC
 
Yes
 
(2) GRANITE MEDICAL GROUP INC

500 CONGRESS STREET

QUINCY,MA02169
04-3341331 		MULTI-SPECIALTY MEDICAL GROUP MA 501 (C)(3) LINE 9 ATRIUS HEALTH INC
 
Yes
 
(3) DEDHAM MEDICAL ASSOCIATES INC

ONE LYONS STREET

DEDHAM,MA02026
04-3136240 		MULTI-SPECIALTY MEDICAL GROUP MA 501 (C)(3) LINE 9 ATRIUS HEALTH INC
 
Yes
 
(4) SOUTH SHORE MEDICAL CENTER INC

75 WASHINGTON STREET

NORWELL,MA02061
04-2297845 		MULTI-SPECIALTY MEDICAL GROUP MA 501 (C)(3) LINE 9 ATRIUS HEALTH INC
 
Yes
 
(5) SOUTHBORO MEDICAL GROUP INC

24 NEWTON STREET

SOUTHBORO,MA01772
04-2487729 		MULTI-SPECIALTY MEDICAL GROUP MA 501 (C)(3) LINE 9 ATRIUS HEALTH INC
 
Yes
 
(6) ATRIUS HEALTH FOUNDATION INC

275 GROVE STREET SUITE 3-300

NEWTON,MA02466
26-4517944 		SUPPORT ATRIUS HEALTH AND ITS SUPPORTING ORGANIZATIONS MA 501(C)(3) LINE 11A, I ATRIUS HEALTH INC
 
Yes
 
(7) RELIANT MEDICAL GROUP INC (FORMERLY FALLON CLINIC INC)

630 PLANTATION STREET

WORCESTER,MA01605
04-2472266 		PROVIDE MEDICAL SERVICES MA 501(C)(3) LINE 9 ATRIUS HEALTH INC
 
Yes
 
(8) RELIANT MEDICAL GROUP FOUNDATION INC (FORMERLY FALLON CLINIC FOUNDATION)

630 PLANTATION STREET

WORCESTER,MA01605
22-2912515 		PROMOTE COMMUNITY HEALTH MA 501(C)(3) LINE 7 RELIANT MEDICAL GROUP INC
 
Yes
 
(9) LAKEVIEW MEDICAL INC

44 SOUTHBRIDGE STREET

AUBURN,MA01501
04-3106404 		MEDICAL EQUIPMENT SUPPLIER MA 501(C)(3) LINE 9 RELIANT MEDICAL GROUP INC
 
Yes
 
(10) VISITING NURSE ASSOCIATION OF BOSTON INC

500 RUTHERFORD AVENUE

CHARLESTOWN,MA02129
04-2105800 		HOME HEALTH CARE MA 501(C)(3) LINE 9 VISITING NURSE ASSN OF BOSTON FOUNDATION INC
 
Yes
 
(11) VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION INC

500 RUTHERFORD AVENUE

CHARLESTOWN,MA02129
04-2880614 		FUND RAISING MA 501(C)(3) LINE 7 VNA CARE NETWORK FOUNDATION INC
 
Yes
 
(12) VNA HOSPICE CARE INC

100 TRADE CENTER SUITE G-500

WOBURN,MA01801
04-2658051 		HOSPICE CARE MA 501(C)(3) LINE 9 VISITING NURSE ASSN OF BOSTON FOUNDATION INC
 
Yes
 
(13) VISITING NURSE ASSOCIATION OF BOSTON MANAGMENT RESOURCES INC

500 RUTHERFORD AVENUE

CHARLESTOWN,MA02129
04-2880108 		MANAGEMENT SERVICES MA 501(C)(3) LINE 9 VISITING NURSE ASSN OF BOSTON FOUNDATION INC
 
Yes
 
(14) VNA CARE HOSPICE INC

120 THOMAS STREET

WORCESTER,MA01608
04-3217872 		HOSPICE CARE MA 501(C)(3) LINE 9 VNA CARE NETWORK FOUNDATION INC
 
Yes
 
(15) VNA CARE NETWORK FOUNDATION INC

120 THOMAS STREET

WORCESTER,MA01608
04-2794849 		MANAGEMENT SERVICES MA 501(C)(3) LINE 9 ATRIUS HEALTH INC
 
Yes
 
(16) VNA CARE NETWORK INC

120 THOMAS STREET

WORCESTER,MA01608
04-2103825 		HOME HEALTH CARE MA 501(C)(3) LINE 9 VNA CARE NETWORK FOUNDATION INC
 
Yes
 
(17) VNA CARE ADVANTAGE INC

120 THOMAS STREET

WORCESTER,MA01608
04-2953171 		DAY CARE MA 501(C)(3) LINE 9 VNA CARE NETWORK FOUNDATION INC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) VENTURE 2-BRN LLC

275 GROVE STREET SUITE 3-300
NEWTON,MA02466
20-5842227 		MRI SERVICES MA HARVARD VANGUARD MEDICAL ASSOCIATES INC
  		RELATED 350,684 589,710   No     No 10.000 %
(2) VENTURE 3-WW LLC

275 GROVE STREET SUITE 3-300
NEWTON,MA02466
20-8676840 		RADIATION, ONCOLOGY AND CAT SCAN SERVICES MA HARVARD VANGUARD MEDICAL ASSOCIATES INC
  		RELATED 962 3,124   No     No 10.000 %
(3) VENTURE 4-WW2 LLC

275 GROVE STREET SUITE 3-300
NEWTON,MA02466
26-2783850 		DIGITAL MAMMOGRAPHY, ULTRASOUND AND BONE DENSITY SERVICES MA HARVARD VANGUARD MEDICAL ASSOCIATES INC
  		RELATED 188,761 302,501   No     No 10.000 %
(4) VENTURE V-90 LIBBEY LLC

275 GROVE STREET SUITE 3-300
NEWTON,MA02466
27-4351500 		GASTROINTES- TINAL ENDOSCOPIC SERVICES MA GRANITE MEDICAL ASSOCIATES INC
  		RELATED 23,107 201,715   No     No 10.000 %
(5) HOME STAFF LLC

40 MILLBROOK STREET
WORCESTER,MA01606
42-1757904 		HOME CARE MA N/A
                  




Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) MASSACHUSETTS ASSURANCE COMPANY LTD

FIRST CARIBBEAN HOUSE GEORGE TOWN
GRAND CAYMAN    
CJ
98-0469895 		INSURANCE CJ N/A
 C       Yes  
(2) ASPECTUS INC

630 PLANTATION ST
WORCESTER,MA01605
04-3403101 		INACTIVE MA N/A
 C       Yes  
(3) VNA PRIVATE CARE INC

350 GRANITE STREET UITE 1104
BRAINTREE,MA02184
20-1916670 		PRIVATE DUTY HOME CARE MA N/A
 C       Yes  








Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) DEDHAM MEDICAL ASSOCIATES INC

 L 3,517,339 SEE STATEMENT
(2) GRANITE MEDICAL GROUP INC

 L 1,516,760 SEE STATEMENT
(3) HARVARD VANGUARD MEDICAL ASSOCIATES INC

 L 11,131,026 SEE STATEMENT
(4) SOUTHBORO MEDICAL GROUP INC

 L 3,265,244 SEE STATEMENT
(5) SOUTH SHORE MEDICAL CENTER INC

 L 3,534,769 SEE STATEMENT
(6) DEDHAM MEDICAL ASSOCIATES INC

 M 23,211 SEE STATEMENT
(7) GRANITE MEDICAL GROUP INC

 M 10,264 SEE STATEMENT
(8) HARVARD VANGUARD MEDICAL ASSOCIATES INC

 M 25,144,381 SEE STATEMENT
(9) SOUTHBORO MEDICAL GROUP INC

 M 21,766 SEE STATEMENT
(10) SOUTH SHORE MEDICAL CENTER INC

 M 24,382 SEE STATEMENT
(11) ATRIUS HEALTH FOUNDATION INC

 B 258,572 COVER OPERATING COSTS
(12) RELIANT MEDICAL GROUP INC

 L 2,288,598 SEE STATEMENT
(13) VNA CARE NETWORK FOUNDATION INC

 L 389,195 SEE STATEMENT
(14) GRANITE MEDICAL GROUP INC

 M 59,231 COST
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCH. R, PART V, ITEM 2 CHARGES TO RELATED ORGANIZATIONS (CODES L,O AND Q) ATRIUS HEALTH'S GENERAL AND ACO CORPORATE COSTS ARE ALLOCATED TO ATRIUS HEALTH'S PARTICIPATING ORGANIZATIONS, OTHER THAN RELIANT MEDICAL GROUP, INC. USING THE AVERAGE OF FOUR METHODOLOGIES - REVENUE; PATIENT VISITS; PHYSICIAN FULL-TIME EQUIVALENTS; AND PATIENTS. HARVARD VANGUARD CHARGED ATRIUS HEALTH FOR THE MEDICAL RECORDS AND PRACTICE MANAGEMENT SYSTEM ("EPIC") USED BY THE PARTICIPATING ORGANIZATIONS, OTHER THAN HARVARD VANGUARD AND RELIANT MEDICAL GROUP, INC. EPIC COSTS WERE CHARGED BASED ON UTILIZATION. THE CHARGES TO THE PARTICIPATING ORGANIZATIONS FOR 2013 WERE: CORPORATE/ACO EPIC DEDHAM MEDICAL ASSOCIATES, INC. (DMA) $1,360,546 $2,156,793 GRANITE MEDICAL GROUP, INC. (GMG) $ 600,614 $ 916,146 HARVARD VANGUARD MEDICAL ASSOCIATES, INC. $9,978,550 RELIANT MEDICAL GROUP, INC. (PER CONTRACT) $1,981,211 $ 307,387 SOUTH SHORE MEDICAL CENTER, INC. (SSMC) $1,401,420 $2,133,349 SOUTHBORO MEDICAL GROUP, INC. (SMG) $1,266.982 $1,998,262 VNA CARE NETWORK FOUNDATION, INC. $ 383,910 $ 5,285
SCHEDULE R, PART V, ITEM 2 PAYMENTS TO HVMA (CODES M, N,O,& P) ATRIUS HEALTH, INC. ("ATRIUS HEALTH" OR THE "ORGANIZATION") PROVIDED OVERSIGHT AND COORDINATION OF SERVICES AS THE SOLE CORPORATE MEMBER OF SEVEN TAX-EXEMPT PARTICIPATING ORGANIZATIONS IN EASTERN AND CENTRAL MASSACHUSETTS AS DESCRIBED IN PART III, LINE 1. ATRIUS HEALTH'S PRIMARY ACTIVITIES IN 2013 ARE DESCRIBED IN PART III OF FORM 990 (STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS). ATRIUS HEALTH LEASES ITS EMPLOYEES FROM HARVARD VANGUARD MEDICAL ASSOCIATES, INC. ("HARVARD VANGUARD") AND OCCUPIES HARVARD VANGUARD SPACE. ATRIUS HEALTH REIMBURSES HARVARD VANGUARD FOR THE PAYROLL COSTS, SPACE OCCUPIED AND SUPPORT SERVICES RECEIVED. THE REIMBURSEMENTS ARE BASED ON PAYROLL PAID, ASSOCIATED EMPLOYEE COSTS AT A SET RATE (DETERMINED ON THE RATIO OF PAYROLL TAXES, EMPLOYEE BENEFITS AND OTHER PAYROLL RELATED COSTS TO THE PAYROLL PAID), AND ALLOCATION OF OTHER COSTS, INCLUDING HARVARD VANGUARD OFFICE SPACE OCCUPIED BY ATRIUS HEALTH PERSONNEL. ADDITIONALLY, HARVARD VANGUARD WAS REIMBURSED FOR OTHER DIRECT EXPENSES INCURRED BY HARVARD VANGUARD ON BEHALF OF ATRIUS HEALTH. ATRIUS HEALTH'S GENERAL AND ACO CORPORATE COSTS ARE ALLOCATED TO ATRIUS HEALTH'S PARTICIPATING ORGANIZATIONS, OTHER THAN RELIANT MEDICAL GROUP, INC., USING THE AVERAGE OF FOUR METHODOLOGIES - REVENUE; PATIENT VISITS; PHYSICIAN FULL-TIME EQUIVALENTS; AND PATIENTS.
SCH. R, PART V, ITEM 2 CODE M OTHER ATRIUS RECEIVED FUNDING TO ASSIST THE ONGOING OPERATIONS OF THE ELECTRONIC MEDICAL RECORDS SYSTEM. IT IS ATRIUS' POLICY TO ALLOCATE SUCH FUNDING TO THE PARTICIPATING ORGANIZATIONS USING THE EPIC SYSTEM. THE TOTAL FUNDING RECEIVED AND DISTRIBUTED WAS $300,000.
Schedule R (Form 990) 2013
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