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 (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) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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 VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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...... | 19,140,938 | 20,923,634 | 27,038,177 | 28,626,672 | 95,729,421 | |
| 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. | 19,140,938 | 20,923,634 | 27,038,177 | 28,626,672 | 95,729,421 | |
| 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.) | 95,729,421 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 19,140,938 | 20,923,634 | 27,038,177 | 28,626,672 | 95,729,421 | |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 138 | 2,125 | 3,825 | 62 | 6,150 | |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 138 | 2,125 | 3,825 | 62 | 6,150 | |
| 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.).. | 19,141,076 | 20,925,759 | 27,042,002 | 28,626,734 | 95,735,571 | |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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 | ||||
| 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 2015 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-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, 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 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
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| PART III, SHORT YEAR EXPLANATION: | THE SUPPORT INFORMATION FOR 2015 IS FOR THE PERIOD JANUARY 1, 2015 THROUGH JUNE 30, 2015. |
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| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| 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 THREE NON-PROFIT MEDICAL GROUP PRACTICES AND 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". |
| FORM 990, PART III, LINE 3 | THE ORGANIZATION, ATRIUS HEALTH, INC. ("LEGACY ATRIUS"), AND ITS PARTICIPATING ORGANIZATIONS (GRANITE MEDICAL GROUP, INC., DEDHAM MEDICAL ASSOCIATES, INC. AND HARVARD VANGUARD MEDICAL ASSOCIATES, INC.) MERGED ON JULY 1, 2015 AND HARVARD VANGUARD MEDICAL ASSOCIATES, NOW KNOWN AS ATRIUS HEALTH, INC., ("NEW ATRIUS") WAS THE SURVIVING ENTITY. IN ANTICIPATION OF THE PLANNED MERGER, BEGINNING JANUARY 1, 2015 THE OPERATING ACTIVITIES OF LEGACY ATRIUS WERE PERFORMED BY NEW ATRIUS. |
| FORM 990, PART V, LINES 1A - 2B | THE INFORMATION REQUIRED TO BE REPORTED IN PART V, 1A THROUGH 2B IS BASED ON CALENDAR YEAR FILINGS. SINCE THE ORGANIZATION IS FILING FOR A SHORT YEAR AND NO CALENDAR YEAR ENDED WITHIN ITS TAX YEAR, ZERO'S ARE ENTERED. |
| FORM 990, PART VI, SECTION A, LINE 4 | AS OF JANUARY 1, 2015, DUE TO THE WITHDRAWAL OF CERTAIN PARTICIPATING ORGANIZATIONS, THE BYLAWS WERE AMENDED. A SUMMARY OF THE 2015 GOVERNANCE AND STRUCTURAL CHANGES ARE AS FOLLOWS: BEGINNING JANUARY 1,2015 THE BYLAWS PROVIDE THAT THE BOARD SHALL CONSIST OF BETWEEN FOURTEEN (14) AND SIXTEEN (16) VOTING TRUSTEES AS FOLLOWS: (I) EIGHT (8) PHYSICIAN TRUSTEES - FOUR (4) APPOINTED BY HARVARD VANGUARD AND TWO (2) APPOINTED BY EACH OF DMA (DEDHAM MEDICAL ASSOCIATES AND GMG (GRANITE MEDICAL GROUP); (II) ONE (1) VNACNF DESIGNATED TRUSTEE; (III) FOUR TO SIX (4-6) COMMUNITY TRUSTEES; AND (IV) ONE (1) HARVARD VANGUARD ADVANCED PRACTICE CLINICIAN. IN ADDITION THERE ARE THREE (3) NON-VOTING, EX-OFFICIO TRUSTEES, THE CEO, THE CMO AND THE CHAIR OF THE CLINICAL ADVISORY COUNCIL THE PHYSICIAN TRUSTEES ALSO SERVED AS THE MEMBERS OF THE BOARD WITHIN THE MEANING OF M.G.L. CHAPTER 180 AND, IN ACCORDANCE WITH THE BYLAWS HAVE A SUBSET OF STATUTORY CORPORATE POWERS SET FORTH IN M.G.L. CHAPTER 180. ALL VOTING TRUSTEES HAVE ONE VOTE. IN ACCORDANCE WITH THE BYLAWS, MOST IMPORTANT CORPORATE VOTES REQUIRE A SUPER-MAJORITY OF THE TRUSTEES TO APPROVE AN ACTION, WITH SUPER-MAJORITY DEFINED AT LEAST 80% OF THE VOTES. A LIMITED SUBSET OF BOARD ACTIONS REQUIRED A UNANIMOUS VOTE BY THE FULL BOARD, IF THE VOTE IS NOT UNANIMOUS THEN A RATIFICATION VOTE BY THE PHYSICIAN TRUSTEE/MEMBERS IS REQUIRED FOR APPROVAL OF THE VOTE. A RATIFICATION VOTE BY THE PHYSICIAN TRUSTEES/MEMBERS WILL BE REQUIRED IF THE FULL BOARD VOTE IS NOT UNANIMOUS FOR; (I) AMENDMENTS TO THE BYLAWS AND ARTICLES OF ORGANIZATION OF ATRIUS HEALTH INC.; (II) APPROVAL OF FUND ALLOCATION FORMULAE UNDER THE PAYER CONTRACTS; AND (III) THE EXERCISE OF ATRIUS HEALTH INC.'S AUTHORITY AS THE CORPORATE MEMBER OF THE PARTICIPATING ORGANIZATIONS TO: (A) LEVY ASSESSMENTS ON THE PARTICIPATING ORGANIZATIONS 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. ANY SUCH RATIFICATION VOTE BY THE PHYSICIAN TRUSTEES/MEMBERS REQUIRED A SUPER-MAJORITY OF THE PHYSICIAN TRUSTEES/MEMBERS TO APPROVE AN ACTION, WITH SUPER-MAJORITY DEFINED AS GREATER THAN 70% OF THE VOTES. HARVARD VANGUARD HAS 50% OF THE RATIFICATION VOTES, ACCORDINGLY NO SUPER-MAJORITY RATIFICATION VOTE CAN BE APPROVED WITHOUT THE PHYSICIAN TRUSTEES/MEMBERS APPOINTED BY HARVARD VANGUARD VOTING IN FAVOR OF THE ACTION. |
| FORM 990, PART VI, SECTION A, LINE 6 | LEGACY ATRIUS HAS ONE CLASS OF MEMBERS. AS DEFINED IN ITS BYLAWS, THE MEMBERS ARE THE PHYSICIAN TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PHYSICIAN TRUSTEES SERVE AS THE ORGANIZATION'S MEMBERS. FOUR PHYSICIAN TRUSTEES ARE APPOINTED BY HARVARD VANGUARD AND TWO ARE APPOINTED BY EACH OF DMA (DEDHAM MEDICAL ASSOCIATES) AND GMG (GRANITE MEDICAL GROUP). |
| FORM 990, PART VI, SECTION A, LINE 7B | IN ACCORDANCE WITH THE BYLAWS, MOST IMPORTANT CORPORATE VOTES REQUIRE A SUPER-MAJORITY OF THE TRUSTEES TO APPROVE AN ACTION, WITH SUPER-MAJORITY DEFINED AT LEAST 80% OF THE VOTES. A LIMITED SUBSET OF BOARD ACTIONS REQUIRED A UNANIMOUS VOTE BY THE FULL BOARD, IF THE VOTE IS NOT UNANIMOUS THEN A RATIFICATION VOTE BY THE PHYSICIAN TRUSTEE/MEMBERS IS REQUIRED FOR APPROVAL OF THE VOTE. A RATIFICATION VOTE BY THE PHYSICIAN TRUSTEES/MEMBERS WILL BE REQUIRED IF THE FULL BOARD VOTE IS NOT UNANIMOUS FOR; (I) AMENDMENTS TO THE BYLAWS AND ARTICLES OF ORGANIZATION OF ATRIUS HEALTH INC.; (II) APPROVAL OF FUND ALLOCATION FORMULAE UNDER THE PAYER CONTRACTS; AND (III) THE EXERCISE OF ATRIUS HEALTH INC.'S AUTHORITY AS THE CORPORATE MEMBER OF THE PARTICIPATING ORGANIZATIONS TO: (A) LEVY ASSESSMENTS ON THE PARTICIPATING ORGANIZATIONS 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. ANY SUCH RATIFICATION VOTE BY THE PHYSICIAN TRUSTEES/MEMBERS REQUIRED A SUPER-MAJORITY OF THE PHYSICIAN TRUSTEES/MEMBERS TO APPROVE AN ACTION, WITH SUPER-MAJORITY DEFINED AS GREATER THAN 70% OF THE VOTES; HARVARD VANGUARD HAS 50% OF THE RATIFICATION VOTES. ACCORDINGLY NO SUPER-MAJORITY RATIFICATION VOTE CAN BE APPROVED WITHOUT AT LEAST TWO (2) PHYSICIAN TRUSTEES/MEMBERS APPOINTED BY HARVARD VANGUARD VOTING IN FAVOR OF THE ACTION. 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. |
| 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 GOVERNANCE 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 GOVERNANCE 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 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 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. FOR EACH CALENDAR YEAR, A REVIEW OF COMPENSATION PAID IS MADE TO CONFIRM THAT THE COMPENSATION PAID WAS IN ACCORDANCE WITH THE COMPENSATION COMMITTEE'S APPROVALS AND TO ASSURE THAT THE COMPENSATION PAID WAS IN COMPLIANCE WITH APPLICABLE REGULATIONS. BECAUSE THE MERGER WAS EFFECTIVE JULY 1, A COMPLETE REVIEW OF COMPENSATION PAID IN THE SHORT STUB PERIOD WAS NOT DONE SINCE OVERALL COMPENSATION IS DETERMINED ON A TWELVE MONTH MODEL. FOR THE STUB PERIOD, A REVIEW OF THE INTERNAL PROCESSES FOR PAYMENT WAS MADE. THE COMPENSATION FOR CALENDAR 2015 WILL BE REVIEWED UNDER THE DESCRIBED PROCEDURES BY THE SURVIVING CORPORATION AT THE USUAL TIME IN 2016. 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 | 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. AUDITED FINANCIAL STATEMENTS WERE NOT PREPARED FOR THE PERIOD COVERED BY THIS RETURN (FINAL). |
| FORM 990, PART VII | COMPENSATION REPORTED IN PART VII IS DETERMINED ON THE PERIOD JANUARY 1 THROUGH JUNE 30, 2015. |
| FORM 990, PART XI, LINE 9: | DISTRIBUTION OF NET ASSETS RE MERGER INTO ATRIUS HEALTH, INC. (FORMERLY KNOWN AS HARVARD VANGUARD MEDICAL ASSOCIATES, INC.) -983,389. |
| FORM 990, PART XII, QUESTIONS 2A - 2C | AUDITED FINANCIAL STATEMENTS WERE NOT PREPARED FOR THE PERIOD JANUARY 1 THROUGH JUNE 30, 2015. THE 2015 CONSOLIDATED FINANCIAL STATEMENTS OF ATRIUS HEALTH, INC. (NEW ATRIUS) WILL INCLUDE THE ORGANIZATION'S INFORMATION FOR THE SIX MONTHS ENDED JUNE 30, 2015. |
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