Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 | |||||
| (A)
TUFTS MEDICAL CENTER INC |
043400617 | 3 | Yes | 0 | 0 | |
| (B)
NEW ENGLAND LONG-TERM CARE INC |
042912578 | 3 | Yes | 0 | 0 | |
| (C)
THE CAMERON M NEELY FOUNDATION FOR CANCER CARE INC |
043265628 | 7 | Yes | 0 | 0 | |
| (D)
TUFTS MEDICAL CENTER COMMUNITY CARE INC |
473046563 | 10 | Yes | 0 | 0 | |
| (E)
NEQCA ACCOUNTABLE CARE INC |
800824142 | 7 | Yes | 0 | 0 | |
|
Total 5
|
0 | 0 | ||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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 | ||||
| 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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART IV, SECTION A, LINE 1: | TUFTS MEDICAL CENTER REAL ESTATE COMPANY, INC. IS ORGANIZED TO PROMOTE THE INTERESTS OF TUFTS MEDICAL CENTER, INC. AND ITS AFFILIATED ORGANIZATIONS. NEW ENGLAND QUALITY CARE ALLIANCE, INC. IS ORGANIZED TO SUPPORT THE ACTIVITIES OF TUFTS MEDICAL CENTER PARENT, INC. AND THOSE ORGANIZATIONS THAT IT DIRECTLY OR INDIRECTLY OWNS OR CONTROLS. |
| SCHEDULE A, GENERAL INFORMATION: | PUBLIC CHARITY STATUS OF THE GROUP MEMBERS IS AS FOLLOWS: TUFTS MEDICAL CENTER, INC. - LINE 3 NEW ENGLAND LONG-TERM CARE, INC. - LINE 3 TUFTS MEDICAL CENTER REAL ESTATE COMPANY, INC. - LINE 12B NEW ENGLAND QUALITY CARE ALLIANCE, INC. - LINE 12B TUFTS MEDICAL CENTER COMMUNITY CARE, INC. - LINE 10 NEW ENGLAND QUALITY CARE ALLIANCE ACCOUNTABLE CARE, INC. - LINE 7 |
| PART IV, SECTION A, LINE 2: | AS MEMBERS OF THE SAME GROUP EXEMPTION (GEN 5466), THE SUPPORTED ORGANIZATIONS DO NOT HAVE SEPARATE IRS DETERMINATION LETTERS. HOWEVER, AS PART OF THE TAX PREPARATION PROCESS, CONSIDERATION IS GIVEN TO EACH SUPPORTED ORGANIZATION'S STATUS UNDER SECTION 509(A)(1) OR 509(A)(2). |
| PART IV, SECTION C, LINE 1: | AS TYPE II SUPPORTING ORGANIZATIONS, TUFTS MEDICAL CENTER REAL ESTATE COMPANY, INC. AND NEW ENGLAND QUALITY CARE ALLIANCE, INC. MUST BE UNDER COMMON SUPERVISION OR CONTROL WITH THEIR SUPPORTED ORGANIZATIONS TO ENSURE THAT THE SUPPORTING ORGANIZATIONS WILL BE RESPONSIVE TO THE NEEDS AND REQUIREMENTS OF THE SUPPORTED ORGANIZATIONS. IN THE CASE OF TUFTS MEDICAL CENTER REAL ESTATE COMPANY, INC. AND NEW ENGLAND QUALITY CARE ALLIANCE, INC., THESE ENTITIES HAVE A BROTHER/SISTER RELATIONSHIP WITH THEIR SUPPORTED ORGANIZATIONS, ALL UNDER THE COMMON SUPERVISION OR CONTROL OF PARENT ENTITY, TUFTS MEDICAL CENTER PARENT, INC. TUFTS MEDICAL CENTER PARENT, INC. IS THE SOLE CORPORATE MEMBER OF TUFTS MEDICAL CENTER, INC., TUFTS MEDICAL CENTER REAL ESTATE COMPANY, INC., THE CAMERON M. NEELY FOUNDATION FOR CANCER CARE, INC., NEW ENGLAND QUALITY CARE ALLIANCE, INC., NEW ENGLAND LONG-TERM CARE, INC. AND TUFTS MEDICAL CENTER COMMUNITY CARE, INC. MOREOVER, TUFTS MEDICAL CENTER PARENT, INC. HAS RECEIVED A GROUP EXEMPTION RULING (GEN 5466) BASED UPON ITS SUPERVISION OR CONTROL OVER ITS SUBORDINATE ORGANIZATIONS, ALL ENUMERATED ABOVE. CONSEQUENTLY, THE SUPPORTING ORGANIZATIONS ARE UNDER COMMON SUPERVISION OR CONTROL WITH THEIR SUPPORTED ORGANIZATIONS, ENSURING RESPONSIVENESS TO THE NEEDS AND REQUIREMENTS OF THE SUPPORTED ORGANIZATIONS. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | WE STRIVE TO HEAL, TO COMFORT, TO TEACH, TO LEARN, AND TO SEEK THE KNOWLEDGE TO PROMOTE HEALTH AND PREVENT DISEASE. OUR PATIENTS AND THEIR FAMILIES ARE AT THE CENTER OF EVERYTHING WE DO. WE DEDICATE OURSELVES TO FURTHERING OUR RICH TRADITION OF HEALTH CARE INNOVATION, LEADERSHIP, CHARITY AND THE HIGHEST STANDARD OF CARE TO ALL IN OUR COMMUNITY. TO PROVIDE LONG-TERM CARE FOR CHILDREN WHO ARE SEVERELY MENTALLY HANDICAPPED AND/OR MULTIPLY PHYSICALLY HANDICAPPED. RENTAL SERVICE PROGRAMS TO PROMOTE THE INTEREST OF TUFTS MEDICAL CENTER, INC. AND ITS AFFILIATED ORGANIZATIONS BY ACQUIRING, MANAGING, MAINTAINING, DEVELOPING, LEASING AND DISPOSING OF REAL ESTATE PROPERTIES. NEW ENGLAND QUALITY CARE ALLIANCE, INC. OPERATES FOR THE PURPOSE OF SUPPORTING ACTIVITIES OF TUFTS MEDICAL CENTER PARENT, INC. AND ITS AFFILIATES. NEW ENGLAND QUALITY CARE ALLIANCE ACCOUNTABLE CARE, INC. WAS FORMED TO IMPROVE THE HEALTH OF PATIENTS AND TO ENHANCE THE PATIENT'S EXPERIENCE OF CARE. TUFTS MEDICAL CENTER COMMUNITY CARE, INC. WORKS JOINTLY WITH TUFTS MEDICAL CENTER PARENT, INC. AND ITS AFFILIATES TO DEVELOP, IMPLEMENT, AND OPERATE AN INTEGRATED HEALTH CARE DELIVERY SYSTEM AND TO PROVIDE COST-EFFECTIVE AND HIGH-QUALITY PATIENT CARE WITHIN SUCH SYSTEM. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO AND CONTROLLER REVIEW THE FORM 990 WITH TAX ADVISORS FROM A NATIONAL ACCOUNTING FIRM. A COPY OF THE FORM 990 AS IT WILL BE ULTIMATELY FILED IS POSTED TO AN INTERNAL WEBSITE. PRIOR TO FILING, THE ORGANIZATION EMAILS ALL OF ITS GOVERNING BODY MEMBERS A LINK TO A PASSWORD PROTECTED WEBSITE, ADVISING THEM THAT THE FORM 990 IS AVAILABLE FOR REVIEW ON THAT SITE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ENFORCES COMPLIANCE BY PROCEDURES INCLUDING ANNUAL DISCLOSURE AND REVIEW OF SUCH DISCLOSURE BY MANAGEMENT. CONFLICTS ARE RESOLVED BY THE APPROPRIATE HEAD OF THE DEPARTMENT AND REVIEWED BY LEGAL. THE JOINT COMPLIANCE COMMITTEE WILL DISCUSS ANY APPEAL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES MET ON DECEMBER 13, 2017 TO REVIEW EXECUTIVE COMPENSATION FOR 2017. SULLIVAN AND COTTER, AN INDEPENDENT CONSULTANT TO THE BOARD, PROVIDED A COMPETITIVENESS ASSESSMENT BASED ON COMPARATOR INFORMATION INCLUDING NATIONAL, NORTHEAST AND BOSTON AREA DATA. TOTAL COMPENSATION FOR THE EXECUTIVE GROUP, INCLUDING THE PRESIDENT/CEO , COO AND VICE PRESIDENTS, WAS DETERMINED TO BE CONSERVATIVE AND WELL WITHIN MARKET AVERAGES, THE PROCESS HAS NOT CHANGED SINCE THEN. THE LAST MEETING WAS HELD DECEMBER 13, 2017. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST EITHER BY MAIL OR IN PERSON AT THE OFFICE, DEPENDING ON THE FORM OF THE REQUEST. |
| FORM 990, PART VI, SECTION B., LINE 16A: | TUFTS MEDICAL CENTER, INC. OWNED 30% INTEREST IN PROVIDER NETWORK ALLIANCE, LLC NEW EGLAND QUALITY CARE ALLIANCE, INC. OWNED 10% INTEREST IN PROVIDER NETWORK ALLIANCE, LLC. DURING 2018, PROVIDER NETWORK ALLIANCE, LLC WAS ELIMINATED AND THE INTEREST IN THE ENTITY BECAME 0%. TUFTS MEDICAL CENTER, INC. HOLDS A 65% INTEREST IN SHIELDS-TUFTS MEDICAL CENTER IMAGING MANAGEMENT, LLC. |
| FORM 990, PART VI, SECTION B., LINE 16B: | THE ORGANIZATION ROUTINELY CONSULTS WITH INTERNAL AND OUTSIDE COUNSEL PRIOR TO ENTERING INTO JOINT VENTURE ARRANGEMENTS. THE ORGANIZATION IS CURRENTLY CONSIDERING IMPLEMENTATION OF WRITTEN POLICIES AND PROCEDURES TO EVALUATE PARTICIPATION OF JOINT VENTURE ARRANGEMENTS TO SAFEGUARD THE ORGANIZATION'S EXEMPT STATUS WITH RESPECT TO SUCH ARRANGEMENTS. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF NET ASSETS -6,586,000. PENSION-RELATED ADJUSTMENTS 13,883,000. OTHER COMPONENTS OF NET PERIODIC PENSION COSTS -491,000. NET ASSETS RELEASED FROM RESTRICTION 2,118,949. OTHER ADJUSTMENTS 2,145. |
| Software ID: | |
| Software Version: |
| Name | Address | EIN | Name control |
|---|---|---|---|
| NEW ENGLAND QUALITY CARE ALLIANCE INC |
800 WASHINGTON STREET BOX 468 BOSTON, MA 021111533 |
04-3040427 |
NEWE |
| NEW ENGLAND LONG-TERM CARE INC |
800 WASHINGTON STREET BOX 468 BOSTON, MA 021111533 |
04-2912578 |
NEWE |
| TUFTS MEDICAL CENTER REAL ESTATE COMPANY INC |
800 WASHINGTON STREET BOX 468 BOSTON, MA 021111533 |
04-2772654 |
TUFT |
| TUFTS MEDICAL CENTER INC |
800 WASHINGTON STREET BOX 468 BOSTON, MA 021111533 |
04-3400617 |
TUFT |
| TUFTS MEDICAL CENTER COMMUNITY CARE INC |
800 WASHINGTON STREET BOX 468 BOSTON, MA 021111533 |
47-3046563 |
TUFT |
| NEQCA ACCOUNTABLE CARE INC |
800 WASHINGTON STREET BOX 468 BOSTON, MA 021111533 |
80-0824142 |
NEQC |