Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 69,256 | 34,605 | 124,789 | 628,788 | 343,183 | 1,200,621 |
| 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 | 69,256 | 34,605 | 124,789 | 628,788 | 343,183 | 1,200,621 |
| 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. | 1,200,621 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 69,256 | 34,605 | 124,789 | 628,788 | 343,183 | 1,200,621 |
| 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 VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | 1,200,621 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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...... | ||||||
| 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. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| 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. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | GLHA BYLAWS ARTICLE III - MEMBERSHIP: SECTION 1. ELIGIBILITY. MEMBERSHIP IN THE GLHA SHALL BE OPEN TO ANY PERSON INTERESTED IN FURTHERING AND SUPPORTING THE PURPOSE OF THE GLHA. SECTION 1. FOUNDING MEMBERS. THE FOUNDING MEMBERS ARE COMPRISED OF HEALTHCARE PROVIDERS, BUSINESS LEADERS, EDUCATORS, CIVIC, AND COMMUNITY LEADERS WITH A COMMON GOAL TO HELP THE GREATER LOWELL COMMUNITY IDENTIFY AND ADDRESS ITS HEALTH AND WELLNESS PRIORITIES. THE FOUNDING MEMBERS ARE COMPRISED OF ONE MEMBER FROM THE FOLLOWING ORGANIZATIONS: THE CITY OF LOWELL, LOWELL COMMUNITY HEALTH CENTER, LOWELL GENERAL HOSPITAL, LOWELL PUBLIC SCHOOLS, MIDDLESEX COMMUNITY COLLEGE, UNIVERSITY OF MASSACHUSETTS LOWELL, AND VNA OF GREATER LOWELL. PRIOR TO THE ANNUAL MEETING OF THE GLHA, THE PRESIDENT (OR HIS OR HER DESIGNEE) OF EACH ORGANIZATION SHALL CERTIFY BY LETTER THE NAME OF THE INDIVIDUAL, WHO SHALL BE A MEMBER OF THE COMMUNITY, CHOSEN BY THAT ORGANIZATION TO BE A MEMBER OF THE GLHA (EACH A "MEMBER AND, COLLECTIVELY, "MEMBERS"). THESE INDIVIDUALS WILL CONTINUE TO SERVE AS MEMBERS UNTIL THEY ARE REPLACED BY THEIR ORGANIZATION. SUCH ACTION MUST BE COMMUNICATED TO THE GLHA IN WRITING BY THE PRESIDENT OF THE RESPECTIVE ORGANIZATION. IF ANY FOUNDING MEMBER SHOULD CEASE TO EXIST (WHETHER VOLUNTARILY, INVOLUNTARILY, BY MERGER, OR BY OPERATION OF LAW) OR WITHDRAW FROM THE GLHA, THE NUMBER OF MEMBERS SHALL BE REDUCED ACCORDINGLY. |
| FORM 990, PART VI, SECTION A, LINE 7A | ARTICLE V - DIRECTORS SECTION 1.POWERS. THE BUSINESS OF THE GLHA SHALL BE MANAGED BY THE BOARD WHICH SHALL HAVE THE POWERS AND DUTIES OF A BOARD OF DIRECTORS UNDER MASSACHUSETTS LAW. THE BOARD SHALL BE VESTED WITH ALL ADMINISTRATIVE OVERSIGHT OF THE GLHA, INCLUDING THE DISPERSAL OF FUNDS AND ESTABLISHMENT OF ALL COLLATERAL ARRANGEMENTS FOR THE ORGANIZATION. THE BOARD IS CHARGED WITH SELECTING THE EXECUTIVE DIRECTOR AND SETTING THE AGENDA AND PROGRAM OF THE GLHA. SECTION 2.NUMBER AND ELECTION. THERE SHALL BE A MINIMUM OF SEVEN (7) ("MANDATORY DIRECTORS") AND A MAXIMUM OF EIGHTEEN (18) DIRECTORS (THREE OF WHICH SHALL BE THE THREE EX-OFFICIO NON-VOTING DIRECTORS SET FORTH BELOW), AS THE SAME SHALL BE DETERMINED FROM TIME TO TIME BY THE MEMBERS; PROVIDED, HOWEVER, THAT IF THE NUMBER OF MEMBERS IS REDUCED AS PROVIDED IN SECTION 1 OF ARTICLE III THEN THE NUMBER OF MANDATORY DIRECTORS SHALL BE SIMILARLY REDUCED. EACH OF THE SEVEN (7) MEMBERS OF THE GLHA SHALL AUTOMATICALLY SERVE AS A MANDATORY DIRECTOR. ANY DIRECTORS IN EXCESS OF THE MINIMUM OF THE SEVEN MANDATORY DIRECTORS WILL BE ELECTED AT THE DISCRETION OF A MAJORITY OF THE MEMBERS OF GLHA AT THE ANNUAL MEETING AND MAY, OR MAY NOT, COME FROM THE FOUNDING MEMBERS BUT ALL SUCH MEMBERS SHALL BE MEMBERS OF THE COMMUNITY, NOMINATED BY THE NOMINATING COMMITTEE, EXCEPT THAT THE FOLLOWING SHALL SERVE AS EX-OFFICIO NON-VOTING BOARD MEMBERS: (A) A DESIGNEE OF THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH ("DPH"), (B) THE EXECUTIVE DIRECTOR, AND (C) THE CHAIR OF THE STEERING COMMITTEE. SECTION 3.TERM OF DIRECTORS. THE TERM OF AN INDIVIDUAL SERVING AS A MANDATORY DIRECTOR WILL BE CONCURRENT WITH HER OR HIS TERM AS A MEMBER. DIRECTORS OTHER THAN MANDATORY DIRECTORS SHALL BE DIVIDED INTO THREE CLASSES, SUCH CLASSES TO BE AS NEARLY EQUAL IN NUMBER AS POSSIBLE. EXCEPT AS OTHERWISE PROVIDED IN THESE BY-LAWS OR THE ARTICLES OF ORGANIZATION, THE NUMBER OF SUCH DIRECTORS SHALL BE FIXED, AND THE SUCCESSORS TO THE CLASS OF DIRECTORS WHOSE TERM EXPIRES AT THAT MEETING SHALL BE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING. INITIALLY, THE TERMS OF DIRECTORS IN THE FIRST GROUP OR CLASS WILL EXPIRE AT THE FIRST ANNUAL MEETING AFTER THEIR ELECTION, THE TERMS OF THE SECOND GROUP OR CLASS WILL EXPIRE AT THE SECOND ANNUAL MEETING AFTER THEIR ELECTION, AND THE TERMS OF THE THIRD GROUP OR CLASS WILL EXPIRE AT THE THIRD ANNUAL MEETING AFTER THEIR ELECTION. AT EACH ANNUAL MEETING HELD THEREAFTER, DIRECTORS SHALL BE CHOSEN FOR A TERM OF THREE YEARS TO SUCCEED THOSE WHOSE TERMS EXPIRE. A DECREASE IN THE NUMBER OF DIRECTORS DOES NOT SHORTEN AN INCUMBENT DIRECTOR'S TERM. ANY DIRECTOR ELECTED TO FILL A VACANCY SHALL HOLD OFFICE FOR THE REMAINDER OF THE FULL TERM OF THE CLASS OF DIRECTORS IN WHICH THE VACANCY OCCURRED OR THE NEW DIRECTORSHIP WAS CREATED, PROVIDED THAT THE TERM OF A DIRECTOR ELECTED BY THE DIRECTORS TO FILL A VACANCY SHALL EXPIRE AT THE NEXT ANNUAL MEETING AT WHICH DIRECTORS ARE ELECTED. DESPITE THE EXPIRATION OF A DIRECTOR'S TERM, HE SHALL CONTINUE TO SERVE UNTIL HIS SUCCESSOR IS ELECTED AND QUALIFIED OR UNTIL THERE IS A DECREASE IN THE NUMBER OF DIRECTORS. DIRECTORS WHO ARE NOT MANDATORY DIRECTORS MAY SERVE NO MORE THAN TWO (2) SUCCESSIVE THREE-YEAR TERMS ON THE BOARD. SECTION 4.RESIGNATION. ANY DIRECTOR MAY RESIGN AT ANY TIME BY GIVING HIS OR HER RESIGNATION IN WRITING TO THE CHAIRPERSON, CLERK, OR ANY OTHER OFFICER OR DIRECTOR OF THE CORPORATION. SECTION 5.REMOVAL OF DIRECTORS. DIRECTORS OTHER THAN MANDATORY DIRECTORS MAY BE REMOVED FROM OFFICE AT ANY TIME WITH OR WITHOUT CAUSE BY A MAJORITY VOTE OF THE DIRECTORS THEN IN OFFICE OR BY A MAJORITY VOTE OF THE MEMBERS. THE DECISION TO REMOVE A MANDATORY DIRECTOR WILL BE LEFT TO THE ORGANIZATION WHICH APPOINTED HIM. HOWEVER, SHOULD A MANDATORY DIRECTOR FAIL TO ATTEND THREE OR MORE MEETINGS OF THE MEMBERS/DIRECTORS DURING ANY ONE CALENDAR YEAR, OR SHOULD THERE BE, IN THE JUDGMENT OF A MAJORITY OF THE OTHER MEMBERS/DIRECTORS, CAUSE FOR REMOVAL FROM OFFICE, SUCH SHALL BE COMMUNICATED TO THAT ORGANIZATION WHICH APPOINTED THAT INDIVIDUAL. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF IRS FORM 990 IS EMAILED TO OFFICERS AND MEMBERS OF THE BOT FOR THEIR REVIEW AND COMMENTS PRIOR FILING THE FORM. |
| FORM 990, PART VI, SECTION C, LINE 19 | GREATER LOWELL HEALTH ALLIANCE MAKES IS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OUTSIDE PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 23,703. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,703. |
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