Form990
Click to see attachment
Department of the TreasuryInternal 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)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020
BCheck if applicable:
CName of organization
ALLWAYS HEALTH PARTNERS INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
399 REVOLUTION DRIVE NO 645
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOMERVILLE, MA021451446
D Employer identification number

04-2932021
E Telephone number

G Gross receipts $ 1,028,127,582
F Name and address of principal officer:
STEVEN J TRINGALE
399 REVOLUTION DRIVE
SOMERVILLE,MA02145
I
Tax-exempt status: ( 4 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.ALLWAYSHEALTHPARTNERS.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: 1986
M State of legal domicile: MA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: ALLWAYS HEALTH PARTNER'S MISSION IS TO PROMOTE THE HEALTH AND WELLNESS OF OUR MEMBERS, AND TO HELP ENSURE EQUITABLE, AFFORDBALE HEALTH CARE FOR THE DIVERSE COMMUNITIES WE SERVE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 7
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 4
5 Total number of individuals employed in calendar year 2020 (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 39 ......... 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) ......... 796,193,243 859,113,733
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 8,759,743 4,005,541
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) 804,952,986 863,119,274
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)..... 729,196,456 763,703,075
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 46,642,893 44,751,236
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).... 53,443,721 65,867,923
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 829,283,070 874,322,234
19 Revenue less expenses. Subtract line 18 from line 12....... -24,330,084 -11,202,960
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 279,512,164 294,485,442
21 Total liabilities (Part X, line 26)............. 116,732,394 131,460,375
22 Net assets or fund balances. Subtract line 21 from line 20..... 162,779,770 163,025,067
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
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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 (2020)
Form 990 (2020)
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: SEE SCHEDULE O
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 $ 840,965,891 including grants of $ 0 ) (Revenue $ 859,113,733 )
HEALTH CARE DELIVERY: ALLWAYS HEALTH PARTNERS (AHP) PROMOTES THE GENERAL WELFARE OF THE PEOPLE IN THE COMMUNITY BY FACILITATING THE DELIVERY OF COMPREHENSIVE HEALTH SERVICES ON A PREPAID BASIS TO MEMBERS AT 1,673 PRIMARY CARE LOCATIONS. FULLY INSURED MEMBERS INCLUDE APPROXIMATELY 124 THOUSAND INDIVIDUALS COVERED BY MEDICAID, SMALL AND LARGE EMPLOYER GROUPS AND LOW INCOME, HIGH RISK INDIVIDUALS. DURING 2020, MEMBERS INCURRED APPROXIMATELY 1.7 MILLION AMBULATORY ENCOUNTERS AND INCURRED APPROXIMATELY 54 THOUSAND HOSPITAL PATIENT DAYS. AHP OFFERS MEMBERS ACCESS TO APPROXIMATELY 5 THOUSAND PRIMARY CARE PHYSICIANS AND APPROXIMATELY 17 THOUSAND SPECIALISTS. SINCE 2008 ALLWAYS HEALTH PARTNERS HAS BEEN ACCREDITED BY THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA). NCQA ACCREDITATION SURVEY PROCESS INCLUDES ON AND OFF SITE EVALUATIONS OF OVER 60 STANDARDS AND PERFORMANCE MEASURES CONDUCTED BY A TEAM OF PHYSICIANS AND MANAGED CARE EXPERTS. EVERY PART OF ALLWAYS HEALTH PARTNERS HEALTHCARE DELIVERY SYSTEM WAS EVALUATED INCLUDING PHYSICIANS, HOSPITALS, AFFILIATED PROVIDERS, AND ADMINISTRATIVE SERVICES. ALLWAYS HEALTH PARTNERS VOLUNTARILY PURSUED NCQA ACCREDITATION AND WILL CONTINUE TO STRIVE FOR THIS RECOGNITION BECAUSE WE KNOW OUR MEMBERS DESERVE THE HIGHEST QUALITY CARE. IN THE LATEST HEALTH PLAN SURVEY RATINGS, WE ACHIEVED A 4.5 OUT OF 5.0 STAR RATING FOR BOTH OUR COMMERCIAL AND MEDICAID PLANS, WHICH IS CONSIDERED EXCELLENT.
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 expensesMediumBullet840,965,891
Form 990 (2020)
Form 990 (2020)
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 A.....................
1
 
No
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 I.............
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 II.........
4
 
 
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 III..
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 IIIClick 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 V......
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
 
No
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
Yes
 
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
 
No
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.........Click to see attachment
14b
Yes
 
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.....Click to see attachment
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...Click to see attachment
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
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2020)
Form 990 (2020)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals 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), 501(c)(4), and 501(c)(29) 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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? 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.............
36
 
 
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
 
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
4,271
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
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
Yes
 
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2020)
Form 990 (2020)
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
7
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
4
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
Yes
 
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
 
No
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
 
 
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-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTAK TANG CONTROLLER399 REVOLUTION DRIVE SUITE 645   SOMERVILLE,MA02145 (857) 282-3317
Form 990 (2020)
Form 990 (2020)
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.

See instructions for the order in which to list the persons above.
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) ALLEN L SMITH MD MS......................................................................
DIRECTOR, OFF 08/31/20
1.00
.................
50.00
X           0 851,852 56,717
(2) ALAN ANTHONY JAMES......................................................................
DIRECTOR
1.00
.................
50.00
X           0 713,187 60,739
(3) DAVID SEGAL......................................................................
PRESIDENT & DIRECTOR, OFF 07/06/20
50.00
.................
1.00
X   X       0 610,841 86,706
(4) MATTHEW FISHMAN......................................................................
DIRECTOR
1.00
.................
50.00
X           0 492,480 62,314
(5) STEVEN J TRINGALE......................................................................
PRESIDENT & DIRECTOR, ON 07/06/20
50.00
.................
1.00
X   X       0 256,439 6,073
(6) RICHARD E HOLBROOK......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(7) JAMES W HUNT JR......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(8) ANTONIA G MCGUIRE......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(9) ANNE M WILKINS......................................................................
DIRECTOR
1.00
.................
1.00
X           0 0 0
(10) PETER K MARKELL......................................................................
TREASURER
1.00
.................
50.00
    X       0 2,715,239 52,463
(11) JOSEPH CAPEZZA......................................................................
CHIEF FINANCIAL OFFICER
50.00
.................
1.00
    X       0 579,908 74,391
(12) JOHN R HIGHAM ESQ......................................................................
SECRETARY
1.00
.................
50.00
    X       0 386,366 48,471
(13) VINCENT CAPOZZI......................................................................
SENIOR VP SALES
50.00
.................
1.00
      X     0 513,303 52,644
(14) SUJATA SANGHVI......................................................................
DEPUTY CHIEF FINANCIAL OFFICER
50.00
.................
1.00
      X     0 471,109 52,377
(15) ANTON DODEK MD......................................................................
CHIEF MEDICAL OFFICER
50.00
.................
1.00
      X     0 488,746 13,685
(16) MARISSA FOX-FOLEY......................................................................
CHIEF STRATEGY & MARKETING OFFICER
50.00
.................
1.00
      X     0 462,307 24,097
(17) FARAH SHAFI......................................................................
DEPUTY CHIEF MEDICAL OFFICER
50.00
.................
1.00
      X     0 429,220 33,481
Form 990 (2020)
Form 990 (2020)
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) MARK MCCORMICK........................................................................
CHIEF OPERATING OFFICER
50.00
.......................1.00
      X     0 406,149 38,866
(19) DANA RASHTI........................................................................
CHIEF OF STAFF
50.00
.......................1.00
      X     0 359,520 38,620
(20) CHRISTINE MURPHY........................................................................
VP NETWORK MANAGEMENT
50.00
.......................1.00
      X     0 318,603 34,726
(21) ALICE MOORE........................................................................
SVP LEGAL, REGULATORY AFFAIRS AND
50.00
.......................1.00
      X     0 251,320 40,107
(22) JENNIFER B ST THOMAS........................................................................
VP, NEW BUSINESS SALES
50.00
.......................1.00
        X   0 426,003 54,693
(23) LISA SCARFO........................................................................
MEDICAL DIRECTOR
50.00
.......................1.00
        X   0 377,350 39,384
(24) PATRICIA RICH........................................................................
VP SALES
50.00
.......................1.00
        X   0 365,742 42,098
(25) JAMES HELLINGER........................................................................
MEDICAL DIRECTOR
50.00
.......................1.00
        X   0 297,277 58,539
(26) TIM WALSH........................................................................
CHIEF STRATEGY & MARKETING OFFICER
50.00
.......................1.00
        X   0 275,616 23,161
(27) ELIZABETH M AZANO ESQ........................................................................
FORMER SECRETARY
1.00
.......................50.00
          X 0 234,392 46,454
(28) RAGAVAN RAMALINGAM........................................................................
FORMER KE
50.00
.......................1.00
          X 0 186,139 18,511




1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 12,469,108 1,059,317
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
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
Yes
 
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
UNITED BEHAVIORAL HEALTH

PO BOX 30755
SALT LAKE CITY,UT84130
CLAIMS ADMINSTRATION 123,371,958
HARVARD VANGUARD MEDICAL ASSOCIATES

275 GROVE ST STE 3-300
AUBURNDALE,MA02466
MEDICAL SERVICES 18,182,558
MERRIMACK VALLEY ACCOUNTABLE CARE ORGANI

15 UNION ST STE 555
LAWRENCE,MA01840
MEDICAL SERVICES 7,347,068
HEALTHSCOPE BENEFITS INC

27 CORPORATE HILL DRIVE
LITTLE ROCK,AR72205
MANAGEMENT SERVICES 4,827,743
COGNIZANT TRIZETTO SOFTWARE GROUP INC

28125 NETWORK PLACE
CHICAGO,IL60673
HEALTHCARE IT SERVICES 3,536,394
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet50
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet  
 Program Service RevenueAmt Business Code
2a COMMERCIAL PREMIUM REV 524114 658,923,592 658,923,592    
b MEDICAID PREMIUM REVEN 524114 200,190,141 200,190,141    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 859,113,733
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,750,522     1,750,522
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   167,263,327 7a
b Less: cost or other basis and sales expenses   165,008,308 7b
c Gain or (loss)   2,255,019 7c
d Net gain or (loss).........MediumBullet 2,255,019     2,255,019
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 863,119,274 859,113,733 0 4,005,541
Form 990 (2020)
Form 990 (2020)
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 domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members ....... 763,703,075 763,703,075
5 Compensation of current officers, directors, trustees, and key employees ...........        
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........ 33,713,657 23,936,696 9,776,961  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 10,390,637 7,377,352 3,013,285  
10 Payroll taxes ........... 646,942 459,329 187,613  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 458,257   458,257  
c Accounting ........... 577,605   577,605  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 208,213   208,213  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)        
12 Advertising and promotion .... 3,446,782 2,447,215 999,567  
13 Office expenses ....... 21,679,365 15,392,349 6,287,016  
14 Information technology ...... 9,994,610 7,096,173 2,898,437  
15 Royalties ..        
16 Occupancy ........... 3,082,022 2,188,236 893,786  
17 Travel ............ 13,675 9,709 3,966  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 173,793 123,393 50,400  
20 Interest ........... 48,170   48,170  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 506,045   506,045  
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 BROKER COMMISSIONS 11,127,142 7,900,271 3,226,871  
b GENERAL CONSULTING SERV 8,033,490 5,703,778 2,329,712  
c MEMBERSHIPS, TAXES, REC 5,468,942 3,882,949 1,585,993  
d TEMP AGENCIES 844,669 599,715 244,954  
e All other expenses 205,143 145,651 59,492  
25 Total functional expenses. Add lines 1 through 24e 874,322,234 840,965,891 33,356,343 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 (2020)
Form 990 (2020)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 5,243,036 1 11,090,608
2 Savings and temporary cash investments ......... 1,889,598 2 1,797,828
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 82,390,661 4 88,784,506
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 7,685,043 9 100,000
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 . 126,262,722 11 155,378,804
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 56,041,104 15 37,333,696
16 Total assets. Add lines 1 through 15 (must equal line 33)... 279,512,164 16 294,485,442
Liabilities 17 Accounts payable and accrued expenses ..... 112,660,126 17 120,240,412
18 Grants payable ...   18  
19 Deferred revenue ......... 4,072,268 19 11,219,963
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  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   25  
26 Total liabilities. Add lines 17 through 25.. 116,732,394 26 131,460,375
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 162,779,770 27 163,025,067
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 162,779,770 32 163,025,067
33 Total liabilities and net assets/fund balances ........ 279,512,164 33 294,485,442
Form 990 (2020)
Form 990 (2020)
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
863,119,274
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
874,322,234
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-11,202,960
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
162,779,770
5
Net unrealized gains (losses) on investments ...............
5
11,448,257
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
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
163,025,067
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 (2020)
Form 990 (2020)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
ALLWAYS HEALTH PARTNERS INC
 
Employer identification number

04-2932021
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on 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) 2020

Schedule D (Form 990) 2020
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" on 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, for escrow or custodial account liability? ...
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (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
Term endowment SchDMd Bullet  
The percentages on 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" on 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" on 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) 2020

Schedule D (Form 990) 2020
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on 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........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
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' on 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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)ACCRUED INTEREST RECEIVABLE 434,671
(2)PHARMACY REBATE RECEIVABLE 21,199,264
(3)OTHER RECEIVABLE 13,171,767
(4)INTERCOMPANY 2,527,994
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 37,333,696
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
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) 2020

Schedule D (Form 990) 2020
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 859,113,733
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) 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.................. 3 859,113,733
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 4,005,541
c Add lines 4a and 4b.................... 4c 4,005,541
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 863,119,274
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 874,065,851
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................... 3 874,065,851
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 208,213
b Other (Describe in Part XIII.) ............ 4b 48,170
c Add lines 4a and 4b..................... 4c 256,383
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 874,322,234
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 X, LINE 2: ALLWAYS HEALTH PARTNERS, INC. DOES NOT HAVE A FIN 48 (ASC 740) FOOTNOTE DISCLOSURE IN IT'S AUDITED FINANCIAL STATEMENTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME 1,750,522. NET GAIN ON SALE OF ASSETS 2,255,019.
PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 48,170.
Schedule D (Form 990) 2020


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
ALLWAYS HEALTH PARTNERS INC
 
Employer identification number

04-2932021
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES JOINTLY OWNED FOREIGN INSURANCE 113,311
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 113,311
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 113,311
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2020
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
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
ALLWAYS HEALTH PARTNERS INC
 
Employer identification number

04-2932021
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 on 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 on 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 on 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on 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" on 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) 2020

Schedule J (Form 990) 2020
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 on 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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1PETER K MARKELL
TREASURER
(i)

(ii)
0
-------------
1,888,100
0
-------------
619,563
0
-------------
207,576
0
-------------
31,350
0
-------------
21,113
0
-------------
2,767,702
0
-------------
0
2ALLEN L SMITH MD MS
DIRECTOR, OFF 08/31/20
(i)

(ii)
0
-------------
792,115
0
-------------
1,100
0
-------------
58,637
0
-------------
38,715
0
-------------
18,002
0
-------------
908,569
0
-------------
0
3ALAN ANTHONY JAMES
DIRECTOR
(i)

(ii)
0
-------------
585,500
0
-------------
55,556
0
-------------
72,131
0
-------------
42,819
0
-------------
17,920
0
-------------
773,926
0
-------------
0
4DAVID SEGAL
PRESIDENT & DIRECTOR, OFF 07/06/20
(i)

(ii)
0
-------------
427,149
0
-------------
0
0
-------------
183,692
0
-------------
57,000
0
-------------
29,706
0
-------------
697,547
0
-------------
0
5JOSEPH CAPEZZA
CHIEF FINANCIAL OFFICER
(i)

(ii)
0
-------------
524,000
0
-------------
0
0
-------------
55,908
0
-------------
53,142
0
-------------
21,249
0
-------------
654,299
0
-------------
0
6VINCENT CAPOZZI
SENIOR VP SALES
(i)

(ii)
0
-------------
481,115
0
-------------
0
0
-------------
32,188
0
-------------
31,350
0
-------------
21,294
0
-------------
565,947
0
-------------
0
7MATTHEW FISHMAN
DIRECTOR
(i)

(ii)
0
-------------
408,353
0
-------------
22,618
0
-------------
61,509
0
-------------
30,224
0
-------------
32,090
0
-------------
554,794
0
-------------
0
8SUJATA SANGHVI
DEPUTY CHIEF FINANCIAL OFFICER
(i)

(ii)
0
-------------
441,895
0
-------------
0
0
-------------
29,214
0
-------------
21,691
0
-------------
30,687
0
-------------
523,487
0
-------------
0
9ANTON DODEK MD
CHIEF MEDICAL OFFICER
(i)

(ii)
0
-------------
85,176
0
-------------
0
0
-------------
403,570
0
-------------
9,522
0
-------------
4,162
0
-------------
502,430
0
-------------
0
10MARISSA FOX-FOLEY
CHIEF STRATEGY & MARKETING OFFICER
(i)

(ii)
0
-------------
322,299
0
-------------
120,000
0
-------------
20,008
0
-------------
0
0
-------------
24,097
0
-------------
486,404
0
-------------
0
11JENNIFER B ST THOMAS
VP, NEW BUSINESS SALES
(i)

(ii)
0
-------------
341,949
0
-------------
75,000
0
-------------
9,054
0
-------------
15,357
0
-------------
39,336
0
-------------
480,696
0
-------------
0
12FARAH SHAFI
DEPUTY CHIEF MEDICAL OFFICER
(i)

(ii)
0
-------------
305,156
0
-------------
108,000
0
-------------
16,064
0
-------------
17,100
0
-------------
16,381
0
-------------
462,701
0
-------------
0
13MARK MCCORMICK
CHIEF OPERATING OFFICER
(i)

(ii)
0
-------------
388,192
0
-------------
0
0
-------------
17,957
0
-------------
19,950
0
-------------
18,916
0
-------------
445,015
0
-------------
0
14JOHN R HIGHAM ESQ
SECRETARY
(i)

(ii)
0
-------------
326,684
0
-------------
48,631
0
-------------
11,051
0
-------------
26,100
0
-------------
22,371
0
-------------
434,837
0
-------------
0
15LISA SCARFO
MEDICAL DIRECTOR
(i)

(ii)
0
-------------
279,257
0
-------------
37,661
0
-------------
60,432
0
-------------
24,225
0
-------------
15,159
0
-------------
416,734
0
-------------
0
16PATRICIA RICH
VP SALES
(i)

(ii)
0
-------------
302,251
0
-------------
29,250
0
-------------
34,241
0
-------------
27,970
0
-------------
14,128
0
-------------
407,840
0
-------------
0
17DANA RASHTI
CHIEF OF STAFF
(i)

(ii)
0
-------------
329,747
0
-------------
161
0
-------------
29,612
0
-------------
29,925
0
-------------
8,695
0
-------------
398,140
0
-------------
0
18JAMES HELLINGER
MEDICAL DIRECTOR
(i)

(ii)
0
-------------
248,473
0
-------------
0
0
-------------
48,804
0
-------------
29,925
0
-------------
28,614
0
-------------
355,816
0
-------------
0
19CHRISTINE MURPHY
VP NETWORK MANAGEMENT
(i)

(ii)
0
-------------
291,923
0
-------------
0
0
-------------
26,680
0
-------------
24,100
0
-------------
10,626
0
-------------
353,329
0
-------------
0
20TIM WALSH
CHIEF STRATEGY & MARKETING OFFICER
(i)

(ii)
0
-------------
193,801
0
-------------
0
0
-------------
81,815
0
-------------
16,065
0
-------------
7,096
0
-------------
298,777
0
-------------
0
21ALICE MOORE
SVP LEGAL, REGULATORY AFFAIRS AND
(i)

(ii)
0
-------------
214,413
0
-------------
0
0
-------------
36,907
0
-------------
8,925
0
-------------
31,182
0
-------------
291,427
0
-------------
0
22ELIZABETH M AZANO ESQ
FORMER SECRETARY
(i)

(ii)
0
-------------
212,862
0
-------------
5,319
0
-------------
16,211
0
-------------
17,333
0
-------------
29,121
0
-------------
280,846
0
-------------
0
23STEVEN J TRINGALE
PRESIDENT & DIRECTOR, ON 07/06/20
(i)

(ii)
0
-------------
226,720
0
-------------
0
0
-------------
29,719
0
-------------
0
0
-------------
6,073
0
-------------
262,512
0
-------------
0
24RAGAVAN RAMALINGAM
FORMER KE
(i)

(ii)
0
-------------
24,805
0
-------------
0
0
-------------
161,334
0
-------------
3,528
0
-------------
14,984
0
-------------
204,651
0
-------------
0
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
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 LINE 4A SCHEDULE J: SERVERANCE PAYMENTS INCLUDED IN AMOUNTS REPORTED IN SCHEDULE J: ANTON DODEK $387,166 RAGAVAN RAMALINGAM $140,450 DAVID H. SEGAL $150,000 TIM WALSH $30,962
PART I LINE 4B SCHEDULE J: PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, PART I, LINE 4B: THE AMOUNT LISTED IS INCLUDED IN THE COMPENSATION TOTALS REPORTED: PETER K. MARKELL $110,167
PART I, LINE 7: CERTAIN EMPLOYEES RECEIVED INCENTIVE COMPENSATION BASED ON ACHIEVEMENT OF ORGANIZATIONAL AND INDIVIDUAL GOALS. THE COMPENSATION COMMITTEE OF MASS GENERAL BRIGHAM INCORPORATED OR THE COMPENSATION COMMITTEES OF MASS GENERAL BRIGHAM SUBRODINATE ENTITIES HAVE THE FINAL AUTHORITY FOR SUCH PAYMENTS.
DIRECTOR COMPENSATION DIRECTORS RECEIVE NO COMPENSATION OR CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS FOR SERVICE ON THE BOARD OR ITS COMMITTEES. BOARD MEMBERS WHO ARE ALSO EMPLOYED BY THE CORPORATION OR A MASS GENERAL BRIGHAM AFFILIATE RECEIVE COMPENSATION ONLY FOR THEIR SERVICES AS EMPLOYEES.
PART II STEVEN J. TRINGALE BECAME INTERIM PRESIDENT AND CEO ON JULY 6, 2020 AND THEN ASSUMED THE TITLE OF PRESIDENT AND CEO ON OCTOBER 29, 2020.
Schedule J (Form 990) 2020

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
ALLWAYS HEALTH PARTNERS INC
 
Employer identification number

04-2932021
Return Reference Explanation
FORM 990, PART III, LINE 1: ALLWAYS HEALTH PARTNERS, INC. A NOT-FOR-PROFIT CORPORATION, IN PARTNERSHIP WITH COMMUNITY HEALTH CENTERS AND OTHER COMMUNITY-RESPONSIVE PROVIDERS, DEVELOPS AND OPERATES COOPERATIVE MANAGED CARE SYSTEMS WHICH ARE MEMBER FOCUSED, QUALITY DRIVEN, COMMUNITY BASED, CULTURALLY RESPONSIVE, AND FINANCIALLY VIABLE IN CONTEMPORARY AND FUTURE HEALTH CARE ENVIRONMENTS.
FORM 990, PART VI, SECTION A, LINE 2 BUSINESS AND FAMILY RELATIONSHIPS: PETER K. MARKELL AND RICHARD F. HOLBROOK - BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 6 MEMBER AUTHORITY: PURSUANT TO THE CORPORATE BYLAWS OF THE ORGANIZATION, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE SOLE MEMBER OF THE ORGANIZATION. THE SOLE MEMBER OF THE ORGANIZATION IS MASS GENERAL BRIGHAM INCORPORATED (MGB), ACTING THROUGH ITS BOARD OF DIRECTORS. (1) APPOINT A FIRM OF PUBLIC ACCOUNTANTS ANNUALLY TO CONDUCT AN INDEPENDENT AUDIT OF THE CORPORATION'S FINANCIAL AFFAIRS DURING THE FISCAL YEAR LAST ENDED; (2) REVIEW AND APPROVE ALL PROPOSED CAPITAL AND OPERATING BUDGETS OF THE CORPORATION; (3) REVIEW AND APPROVE EACH UNBUDGETED OPERATING OR CAPITAL EXPENDITURE OF THE CORPORATION THAT EXCEEDS SUCH AMOUNT AS HAS BEEN SPECIFIED BY THE MEMBER FROM TIME TO TIME; (4) REVIEW AND APPROVE EACH TRANSACTION PURSUANT TO WHICH THE CORPORATION WOULD INCUR NEW DEBT THROUGH LENDER FINANCING OR WOULD GUARANTY THE LENDER-FINANCED DEBT OF OTHERS; (5) REVIEW AND APPROVE EACH AGREEMENT OR OTHER COMMITMENT BINDING ON THE CORPORATION THAT IS OF SUCH A TYPE, OR THAT REQUIRES AN EXPENDITURE OF FUNDS IN EXCESS OF SUCH AMOUNT, AS HAS BEEN SPECIFIED BY THE MEMBER FROM TIME TO TIME; (6) REVIEW AND APPROVE ANY PLEDGE, SALE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OR ASSETS OF THE CORPORATION; (7) REVIEW AND APPROVE A LIQUIDATION, DISSOLUTION OR OTHER RESTRUCTURING OF THE CORPORATION; AND (8) REVIEW AND APPROVE THE ELECTION BY THE DIRECTORS OF A PERSON TO FILL A VACANCY IN THE OFFICE OF PRESIDENT AND CEO OF THE CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION IS INCLUDED IN LINE 6 EXPLANATION.
FORM 990, PART VI, SECTION A, LINE 7B EXPLANATION IS INCLUDED IN LINE 6 EXPLANATION.
FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE MASS GENERAL BRIGHAM INCORPORATED TAX DEPARTMENT. THE CONTROLLER REVIEWED AND SIGNED THE TAX RETURN. THE PROCESS FOR PREPARING AND REVIEWING FORM 990 WAS DISCUSSED AT THE MEETING OF THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE FINAL FILING VERSION OF THE FORM 990 WAS PROVIDED TO VOTING BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C RELATED PARTY TRANSACTIONS: MASS GENERAL BRIGHAM INCORPORATED (MGB) IS A LARGE ORGANIZATION WITH A NUMBER OF AFFILIATED CORPORATIONS. OFFICERS AND TRUSTEES/DIRECTORS OF MASS GENERAL BRIGHAM AND ITS AFFILIATED ENTITIES MAY HAVE OVERLAPPING OFFICER AND TRUSTEE/DIRECTOR POSITIONS WITH OTHER ORGANIZATIONS, RESULTING IN A NUMBER OF RELATED PARTY RELATIONSHIPS. MASS GENERAL BRIGHAM HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL ENTITIES IN THE SYSTEM, AND WHICH IS DESIGNED TO: (1) IDENTIFY RELATIONSHIPS AND CONDUCT THAT CREATE EITHER CONFLICTS OF INTEREST OR CONFLICTS OF COMMITMENT; (2) ESTABLISH A SYSTEM FOR DISCLOSING AND RESOLVING POTENTIAL CONFLICTS; AND (3) ENSURE THAT TRANSACTIONS ARE NEGOTIATED AT ARMS LENGTH AND THAT PAYMENTS ARE AT FAIR MARKET VALUE. UNDER OUR POLICY, WHEN A CONFLICT ARISES, THE INDIVIDUAL ASSOCIATED WITH THE OUTSIDE ENTITY IN QUESTION MUST PROVIDE FULL DISCLOSURE AND COMPLETELY RECUSE HIM/HERSELF FROM ANY INSTITUTIONAL DECISION-MAKING ABOUT THE TRANSACTION. IN APPROPRIATE CIRCUMSTANCES, (I) THE CORPORATION MUST CONSIDER AT LEAST TWO ALTERNATIVE DISINTERESTED COMPETITIVE PROPOSALS; OR MUST DETERMINE THAT TWO SUCH COMPETITIVE PROPOSALS DO NOT EXIST OR THAT IT WOULD BE IMPRACTICAL TO ELICIT OR CONSIDER SUCH COMPETITIVE PROPOSALS; AND (II) THE CORPORATION MUST DETERMINE THAT, NOTWITHSTANDING THE APPARENT CONFLICT, THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AND IS IN THE BEST INTERESTS OF THE CORPORATION. A WRITTEN RECORD MUST BE MADE OF THESE DETERMINATIONS. FURTHERMORE, TRANSACTIONS THAT PRESENT PARTICULARLY SIGNIFICANT CONFLICTS ARE REVIEWED BY AN INDEPENDENT COMMITTEE OF PARTNERS, WHICH REVIEW IS ALSO DOCUMENTED.
FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A BOARD LEVEL COMPENSATION COMMITTEE THAT REVIEWS AND APPROVES THE COMPENSATION FOR ALL LISTED OFFICERS AND KEY EMPLOYEES EXCEPT THE SECRETARY. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD WHO ARE NOT EMPLOYED BY THE ORGANIZATION, AND NO MEMBER MAY PARTICIPATE IN THE REVIEW AND APPROVAL OF COMPENSATION IF THE MEMBER HAS A CONFLICT OF INTEREST WITH RESPECT TO THAT COMPENSATION ARRANGEMENT. THE COMMITTEE RELIES ON DATA, PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH INCLUDES COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS, IN FUNCTIONALLY COMPARABLE POSITIONS, AT SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN MINUTES OF THE MEETING. THIS REVIEW PROCESS OCCURS ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC BY REQUEST AND IS ALSO AVAILBLE ON THE MASSACHUSETTS ATTORNEY GENERAL, DIVISION OF PUBLIC CHARITIES, PUBLIC WEBSITE AS REQUIRED BY MASSACHUSETTS REGULATION. THE FORM 990 IS A REQUIRED ATTACHMENT TO THE STATE FORM PC THAT IS FILED ANNUALLY BY ALL NON-PROFIT CHARITABLE ORGANIZATIONS CONDUCTING BUSINESS IN MASSACHUSETTS. ON A QUARTERLY BASIS THE COMPANY FILES FINANCIAL STATEMENTS WITH THE MASSACHUSETTS DIVISION OF INSURANCE AND THESE STATEMENTS ARE PUBLIC DOCUMENTS AVAILABLE ON REQUEST.
PART XII LINE 2C NO CHANGES FROM PRIOR YEAR.
FORM 990, PART XI, LINE 9: PURSUANT TO A GUARANTY ENTERED INTO BY MGB WHEN IT ACQUIRED AHP IN 2012 (THE RISK BASED CAPITAL GUARANTY), MASS GENERAL BRIGHAM INCORPORATED (MGB) HAS COMMITTED TO MAINTAIN AHP'S CAPITAL SURPLUS AT A SPECIFIED MINIMUM LEVEL, MEASURED QUARTERLY IN ACCORDANCE WITH AN RBC METHODOLOGY PERMITTED BY THE MASSACHUSETTS DEPARTMENT OF INSURANCE. THE RBC GUARANTY MAY BE ENFORCED BY THE DOI. NO CAPITAL AMOUNTS WERE RETURNED IN 2020.
FORM 990, PART XI, LINE 5: OTHER CHANGES IN NET ASSETS: UNREALIZED GAIN ON INVESTMENTS $11,448,257.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
ALLWAYS HEALTH PARTNERS INC
 
Employer identification number

04-2932021
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

(1) PARTNERS HEALTHCARE INTERNATIONAL LLC
800 BOYLSTON STREET
BOSTON,MA02199
20-5281203
GLOBAL HEALTH CARE MA 10,030,835 11,728,877 MGB
 
(2) MERRIMACK VALLEY ENDOSCOPY LLC
ONE PARKWAY
HAVERHILL,MA01830
04-3578297
MEDICAL SERVICES MA 0 0 MGBCP
 
(3) PARTNERS INNOVATION II LLC
800 BOYLSTON STREET
BOSTON,MA02199
81-4444790
INVESTMENTS MA 2,385,003 28,939,028 MGB
 
(4) MASS GENERAL BRIGHAM VENTURES LLC
800 BOYLSTON STREET
BOSTON,MA02199
81-4431654
INVESTMENTS MA 0 0 MGB
 
(5) MASSACHUSETTS EYE & EAR ASSOCIATES LLC
243 CHARLES STREET
BOSTON,MA02114
47-4262843
BILLING SERVICES MA 0 0 MEEA
 
(6) WDPC ORTHOPEDICS LLC
789 CENTRAL AVENUE
DOVER,NH03820
82-4754998
BILLING SERVICES NH 0 0 WDH
 
(7) PORTLAND INVESTMENTS-PIA LLC
101 MERRIMAC STREET
BOSTON,MA02114
INVESTMENTS ME 0 0 PIA
 
(8) PORTLAND INVESTMENTS-EP LLC
101 MERRIMAC STREET
BOSTON,MA02114
INVESTMENTS ME 0 0 PIA
 
(9) MASS GENERAL INTERNATIONAL LLC
55 FRUIT STREET
BOSTON,MA02114
83-1131673
GLOBAL HEALTH CARE MA 2,287,000 5,652,000 MGPO
 
(10) CODAMETRIX LLC
55 FRUIT STREET
BOSTON,MA02114
82-3924135
MEDICAL CODING SOFTWARE MA 4,906,000 307,000 MGPO
 
(11) COCHECO DEVELOPMENT LLC
95 MARKET STREET
MANCHESTER,NH03101
ACQUISITION ENTITY NH 0 0 WDH
 
(12) BRIGHAM HEALTH INTERNATIONAL LLC
75 FRANCIS STREET
BOSTON,MA02115
83-1118331
GLOBAL HEALTH CARE MA 4,623,000 5,248,000 BH
 
(13) SPAULDING INTERNATIONAL LLC
300 FIRST AVENUE
CHARLESTOWN,MA02129
83-1146009
GLOBAL HEALTH CARE MA 547,000 873,000 SRH
 
(14) MCLEAN INTERNATIONAL LLC
399 REVOLUTION DRIVE
SOMERVILLE,MA02145
37-1930840
GLOBAL HEALTH CARE MA 978,000 728,000 MCLEAN
 
(15) MEEA - CAPE COD PHO LLC
243 CHARLES STREET
BOSTON,MA02114
83-3091607
BILLING SERVICES MA 0 0 MEEA
 
(16) MEEA - WINCHESTER PHO LLC
243 CHARLES STREET
BOSTON,MA02114
83-3077580
BILLING SERVICES MA 0 0 MEEA
 
(17) ALLWAYS HEALTH PARTNERS SELECT LLC
399 REVOLUTION DRIVE
SOMERVILLE,MA02145
84-4317115
INSURANCE COMPANY - HMO MA 0 0 AHP
 
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)THE MASSACHUSETTS GENERAL HOSPITAL (MGH)
55 FRUIT STREET

BOSTON,MA02114
04-1564655
HEALTHCARE MA 501(C)(3) 7 MGB
 
Yes
 
(2)THE GENERAL HOSPITAL COPORATION (GHC)
55 FRUIT STREET

BOSTON,MA02114
04-2697983
HOSPITAL MA 501(C)(3) 3 MGH
 
Yes
 
(3)MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC (MGPO)
55 FRUIT STREET

BOSTON,MA02114
04-2807148
HEALTHCARE MA 501(C)(3) 10 MGH
 
Yes
 
(4)THE MGH HEALTH SERVICES CORPORATION (HSC)
55 FRUIT STREET

BOSTON,MA02114
22-2717383
HEALTHCARE MA 501(C)(3) 12A MGH
 
Yes
 
(5)THE MGH INSTITUTE OF HEALTH PROFESSIONS INC (IHP)
36 FIRST AVENUE

CHARLESTOWN,MA02129
04-2868893
MED EDUCATION MA 501(C)(3) 2 MGH
 
Yes
 
(6)MCLEAN HEALTHCARE INC (MHC)
115 MILL STREET

BELMONT,MA02478
20-4572876
ADMIN SUPPORT MA 501(C)(3) 12A MGH
 
Yes
 
(7)THE MCLEAN HOSPITAL CORPORATION (MCL)
115 MILL STREET

BELMONT,MA02478
04-2697981
HOSPITAL MA 501(C)(3) 3 MHC
 
Yes
 
(8)MARTHA'S VINEYARD HOSPITAL INC (MVH)
LINTON LANE PO BOX 1477

OAK BLUFFS,MA02557
04-2104691
HEALTHCARE MA 501(C)(3) 3 MGH
 
Yes
 
(9)WNR INC (WNR)
1 LINTON LANE

OAK BLUFFS,MA02557
04-3419920
NURSING SVCS. MA 501(C)(3) 10 MVH
 
Yes
 
(10)NANTUCKET COTTAGE HOSPITAL (NCH)
57 PROSPECT STREET

NANTUCKET,MA02554
04-2103823
HOSPITAL MA 501(C)(3) 3 MGH
 
Yes
 
(11)NANTUCKET COTTAGE HOSPITAL FOUNDATION INC (NCHF)
57 PROSPECT STREET

NANTUCKET,MA02554
04-3829745
ADMIN SUPPORT MA 501(C)(3) 12A NCH
 
Yes
 
(12)BRIGHAM HEALTH INC (BH)
75 FRANCIS STREET

BOSTON,MA02115
04-2921338
ADMIN SUPPORT MA 501(C)(3) 7 MGB
 
Yes
 
(13)THE BRIGHAM AND WOMEN'S HOSPITAL INC (BWH)
75 FRANCIS STREET

BOSTON,MA02115
04-2312909
HOSPITAL MA 501(C)(3) 3 BH
 
Yes
 
(14)BIOSCIENCES RESEARCH FOUNDATION INC (BRF)
75 FRANCIS STREET

BOSTON,MA02115
22-2483849
PROMOTE RES. MA 501(C)(3) 12A BH
 
Yes
 
(15)BWH RESEARCH INC (BWHR)
75 FRANCIS STREET

BOSTON,MA02115
04-3011445
MED RESEARCH MA 501(C)(3) 12A BH
 
Yes
 
(16)BRIGHAM COMMUNITY PRACTICES INC (BCP)
75 FRANCIS STREET

BOSTON,MA02115
22-2588069
HEALTHCARE MA 501(C)(3) 10 BH
 
Yes
 
(17)BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC (BWPO)
75 FRANCIS STREET

BOSTON,MA02115
04-3466314
HEALTHCARE MA 501(C)(3) 10 BH
 
Yes
 
(18)BRIGHAM MEDICAL RESEARCH AND EDUCATION FOUNDATION INC (MED)
75 FRANCIS STREET

BOSTON,MA02115
04-3539249
MED RES & EDU MA 501(C)(3) 12A BWPO
 
Yes
 
(19)BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC (BWFH)
1153 CENTRE STREET

BOSTON,MA02130
04-2768256
HOSPITAL MA 501(C)(3) 3 BH
 
Yes
 
(20)SPAULDING REHABILITATION INC (SR)
PRUDENTIAL TOWER 800 BOYLSTON STREE

BOSTON,MA02199
26-0003495
ADMIN SUPPORT MA 501(C)(3) 12A MGB
 
Yes
 
(21)THE SPAULDING REHABILITATION HOSPITAL CORPORATION (SRH)
300 FIRST AVENUE

CHARLESTOWN,MA02129
04-2551124
HOSPITAL MA 501(C)(3) 3 SR
 
Yes
 
(22)REHABILITATION HOSPITAL OF THE CAPE & ISLANDS CORPORATION (RHCI)
311 SERVICE ROAD

EAST SANDWICH,MA02537
04-3071419
HOSPITAL MA 501(C)(3) 3 SR
 
Yes
 
(23)SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL INC (SKRH)
DOVE AVENUE

SALEM,MA01970
04-3067082
HEALTHCARE MA 501(C)(3) 3 SR
 
Yes
 
(24)MASS GENERAL BRIGHAM HOME CARE INC (MGBHC)
281 WINTER STREET

WALTHAM,MA02451
04-2918280
HOME HEALTH MA 501(C)(3) 10 SR
 
Yes
 
(25)SPAULDING NURSING AND THERAPY CENTER BRIGHTON INC (SNTCB)
101 MERRIMAC STREET

BOSTON,MA02114
22-2632121
HEALTHCARE MA 501(C)(3) 3 SR
 
Yes
 
(26)NSMC HEALTHCARE INC (NSHC)
81 HIGHLAND AVENUE

SALEM,MA01970
04-3294420
ADMIN SUPPORT MA 501(C)(3) 12A MGB
 
Yes
 
(27)NORTH SHORE MEDICAL CENTER INC (NSMC)
81 HIGHLAND AVENUE

SALEM,MA01970
04-3399616
HOSPITAL MA 501(C)(3) 3 NSHC
 
Yes
 
(28)NORTH SHORE PHYSICIANS GROUP INC (NSPG)
81 HIGHLAND AVENUE

SALEM,MA01970
04-3080484
HEALTHCARE MA 501(C)(3) 12A NSHC
 
Yes
 
(29)NEWTON-WELLESLEY HEALTH CARE SYSTEM (NWHC)
2014 WASHINGTON STREET

NEWTON,MA02462
20-4295282
ADMIN SUPPORT MA 501(C)(3) 12A MGB
 
Yes
 
(30)NEWTON-WELLESLEY HOSPITAL (NWH)
2014 WASHINGTON STREET

NEWTON,MA02462
04-2103611
HOSPITAL MA 501(C)(3) 3 NWHC
 
Yes
 
(31)NEWTON-WELLESLEY MEDICAL GROUP INC (NWMG)
2014 WASHINGTON STREET

NEWTON,MA02462
22-2560501
HEALTHCARE MA 501(C)(3) 12A NWHC
 
Yes
 
(32)PARTNERS MEDICAL INTERNATIONAL INC (PMI)
100 CAMBRIDGE STREET

BOSTON,MA02114
04-3197711
MED. TRAINING MA 501(C)(3) 12A MGB
 
Yes
 
(33)SPAULDING HOSPITAL-CAMBRIDGE INC (SHC)
1575 CAMBRIDGE STREET

CAMBRIDGE,MA02138
27-0273715
HOSPITAL MA 501(C)(3) 3 SR
 
Yes
 
(34)NANTUCKET PHYSICIAN ORGANIZATION INC(NPO)
57 PROSPECT STREET

NANTUCKET,MA02554
26-4349357
HEALTHCARE MA 501(C)(3) 10 MGH
 
Yes
 
(35)COOLEY DICKINSON HOSPITAL INC (CDH)
30 LOCUST STREET

NORTHAMPTON,MA01060
22-2617175
HOSPITAL MA 501(C)(3) 3 CDHC
 
Yes
 
(36)VNA & HOSPICE OF COOLEY DICKINSON INC (VHCD)
168 INDUSTRIAL DRIVE

NORTHAMPTON,MA01060
04-2104788
HOME HEALTH MA 501(C)(3) 10 CDHC
 
Yes
 
(37)COOLEY DICKINSON HEALTH CARE CORPORATION (CDHC)
30 LOCUST STREET

NORTHAMPTON,MA01060
04-2103561
ADMIN SUPPORT MA 501(C)(3) 12B MGH
 
Yes
 
(38)CD PRACTICE ASSOCIATES INC (CDPA)
POBOX 911

NORTHAMPTON,MA01060
04-3194547
HEALTHCARE MA 501(C)(3) 10 CDHC
 
Yes
 
(39)WENTWORTH-DOUGLASS HOSPITAL (WDH)
789 CENTRAL AVE

DOVER,NH03820
02-0260334
HOSPITAL NH 501(C)(3) 3 MGH
 
Yes
 
(40)WENTWORTH-DOUGLASS PHYSICIAN CORPORATION (WDPC)
789 CENTRAL AVE

DOVER,NH03820
02-0497927
HEALTHCARE NH 501(C)(3) 3 WDH
 
Yes
 
(41)WENTWORTH-DOUGLASS HOSPITAL & HEALTH FOUNDATION (WDHF)
789 CENTRAL AVE

DOVER,NH03820
51-0491062
SUPPORT NH 501(C)(3) 12B WDH
 
Yes
 
(42)FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIMARY INC (FMMEI)
243 CHARLES STREET

BOSTON,MA02114
04-2785453
SUPPORT MA 501(C)(3) 7 MGB
 
Yes
 
(43)MASSACHUSETTS EYE & EAR INFIRMARY (MEEI)
243 CHARLES STREET

BOSTON,MA02114
04-2103591
HOSPITAL MA 501(C)(3) 3 FMEEI
 
Yes
 
(44)MASSACHUSETTS EYE & EAR ASSOCIATES INC (MEEA)
243 CHARLES STREET

BOSTON,MA02114
22-2658209
HEALTHCARE MA 501(C)(3) 10 FMEEI
 
Yes
 
(45)PARTNERS POOLED INVESTMENT HOLDINGS LLC (PPIH)
800 BOYLSTON STREET

BOSTON,MA02199
82-1715859
SUPPORT ORGANIZATION - HOLDS INTERESTS IN PPIA MA 501(C)(3) 12A MGB
 
Yes
 
(46)MASS GENERAL BRIGHAM SPECIALTY PHARMACY INC (MGBSP)
800 BOYLSTON STREET

BOSTON,MA02199
82-1707493
SPECIALTY PHARMACY MA 501(C)(3) 12A MGB
 
Yes
 
(47)MASS GENERAL BRIGHAM URGENT CARE LLC (MGBUC)
920 WINTER STREET

WALTHAM,MA02451
47-1683619
URGENT CARE CENTERS MA 501(C)(3) 10 MGB
 
Yes
 
(48)HARBOR MEDICAL ASSOCIATES INC (HMA)
541 MAIN STREET SUITE 400

SO WEYMOUTH,MA02190
04-2702579
PROVIDES PHYSICIAN SERVICES TO PATIENTS MA 501(C)(3) 10 BH
 
Yes
 
(49)SOUTH SHORE ENDOSCOPY CENTER INC (SSEC)
541 MAIN STREET SUITE 400

SO WEYMOUTH,MA02190
04-3306443
PROVIDES PHYSICIAN SERVICES TO PATIENTS MA 501(C)(3) 10 BH
 
Yes
 
(50)MASS GENERAL BRIGHAM COMMUNITY PHYSICIANS INC (MGBCP)
800 BOYLSTON STREET

BOSTON,MA02199
04-3236175
ORGANIZE AND OPERATE PHYSICIAN NETWORK MA 501(C)(3) 10 MGB
 
Yes
 
(51)EMBANKMENT SERVICES INC (ESI)
14 DAVID MUGAR WAY

BOSTON,MA02114
04-3272965
SUPPORT ORGANIZATION MA 501(C)(3) 12A FMEEI
 
Yes
 
(52)CIRCLE COMPANY INC (CCI)
243 CHARLES STREET

BOSTON,MA02114
04-2801797
TITLE HOLDING COMPANY MA 501(C)(25) NONE FMEEI
 
Yes
 
(53)SCHEPENS EYE RESEARCH INSTITUTE INC (SERI)
20 STANIFORD STREET

BOSTON,MA02114
04-2129889
RESEARCH MA 501(C)(3) 7 FMEEI
 
Yes
 
(54)MASS GENERAL BRIGHAM INTEGRATED CARE INC (MGBIC)
800 BOYLSTON STREET

BOSTON,MA02199
84-1908707
AMBULATORY CARE CENTERS MA 501(C)(3) 10 MGB
 
Yes
 
(55)FRIENDS OF MASS GENERAL CANADA INC
160 ELGIN STREET SUITE 2600
OTTAWA,ONTARIO  
CA
ADVANCE EDUCATION THROUGH RESEARCH AT MGH CA   12A MGH
 
Yes
 
(56)ALLWAYS HEALTH PARTNERS HOLDING COMPANY INC (AHPHC)
399 REVOLUTION DRIVE

SOMERVILLE,MA02145
83-1039882
HOLDING COMPANY MA 501(C)(3) 12B MGB
 
Yes
 
(57)STRAFFORD HEALTH ALLIANCE (SHA)
200 ROUTE 108 NO 3

SOMERSWORTH,NH03878
02-0389434
PHYSICAL THERAPY & BREAST IMAGING SERVICES NH 501(C)(3) 10 WDH
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
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) PHS BAY COLONY FUND LP

245 PARK AVENUE
NEW YORK,NY10167
13-3887448
INVESTMENTS DE PPIA
 
EXCLUDED -592,755     No     No 93.760 %
(2) PARTNERS HEALTHCARE SYSTEM POOLED INVESTMENT ACCOUNTS LLC

101 MERRIMAC STREET
BOSTON,MA02114
04-3268842
INVESTMENTS MA MGB
 
EXCLUDED 516,430,690 13,993,784,118   No   Yes   100.000 %
(3) PARTNERS INNOVATION FUND LLC

101 HUNTINGTON AVENUE
BOSTON,MA02199
26-2899986
INVESTMENTS MA MGB
 
EXCLUDED 27,231,119 74,819,947   No   Yes   100.000 %
(4) RADIATION THERAPY OF SOUTHEASTERN MA LLC

375 LONGWOOD AVENUE
BOSTON,MA02115
01-0873580
RADIATION THERAPY SERVICES MA BH
 
EXCLUDED -743,980 4,772,711   No   Yes   51.000 %
(5) MASS GENERAL BRIGHAM ACO LLC

399 REVOLUTION DRIVE
SOMERVILLE,MA02145
81-2762122
ACCOUNTABLE CARE ORGANIZATION MA MGB
 
EXCLUDED -3,520,449 21,184,282   No   Yes   100.000 %
(6) MCLEAN HOUSTON OCD PROGRAM LLC

115 MILL STREET
BELMONT,MA02478
84-3042963
PSYCHIATRIC TREATMENT FACILLITY TX MCLEAN
 
EXCLUDED -5,663 6,740,348   No   Yes   60.000 %
(7) WENTWORTH SURGERY CENTER LLC

6 WORKS WAY
SOMERSWORTH,NH03878
90-0975583
SURGICAL CENTER NH WDH
 
EXCLUDED 251,938 1,244,694   No   Yes   98.000 %
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) NEWTON-WELLESLEY PHYSICIAN HOSPITAL ORG

2014 WASHINGTON STREET
NEWTON,MA02462
04-3209749
HEALTHCARE MA NWHC
 
C 4,805,237 6,286,819 100.000 %   No
(2) ALLWAYS HEALTH PARTNERS INSURANCE COMPANY

399 REVOLUTION DRIVE
SOMERVILLE,MA02145
83-0970929
INSURANCE COMPANY MA MGB
 
C 32,018,742 32,983,381 100.000 %   No










Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
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
 
No
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
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
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) MASS GENERAL BRIGHAM INCORPORATED

P 22,491,773 ACTUAL COST ALLOCATION
(2) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC

L 2,051,926 ACTUAL COST, PREMIUMS
(3) MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC

L 701,073 ACTUAL COST, PREMIUMS
(4) THE BRIGHAM AND WOMENS'S HOSPITAL INC

M 134,831,366 ACTUAL COST, MEDICAL SERVICES
(5) THE GENERAL HOSPITAL CORP

M 217,357,074 ACTUAL COST, MEDICAL SERVICES
(6) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC

M 15,483,073 ACTUAL COST, MEDICAL SERVICES
(7) BRIGHAM AND WOMEN'S PHYSICANS ORGANIZATION INC

M 47,117,849 ACTUAL COST, MEDICAL SERVICES
(8) MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC

M 76,247,081 ACTUAL COST, MEDICAL SERVICES
(9) MARTHA'A VINEYARD HOSPITAL INC

M 12,806,899 ACTUAL COST, MEDICAL SERVICES
(10) NANTUCKET COTTAGE HOSPITAL

M 6,843,626 ACTUAL COST, MEDICAL SERVICES
(11) NORTH SHORE MEDICAL CENTER INC

M 31,631,229 ACTUAL COST, MEDICAL SERVICES
(12) NEWTON-WELLESLEY HOSPITAL

M 21,507,268 ACTUAL COST, MEDICAL SERVICES
(13) THE SPAULDING REHABILITATION HOSPITAL CORPORATION

M 8,243,081 ACTUAL COST, MEDICAL SERVICES
(14) REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORPORATION

M 481,846 ACTUAL COST, MEDICAL SERVICES
(15) MASS GENERAL BRIGHAM HOME CARE INC

M 1,939,793 ACTUAL COST, MEDICAL SERVICES
(16) MASS GENERAL BRIGHAM COMMUNITY PHYSICIANS INC

M 4,235,594 ACTUAL COST, MEDICAL SERVICES
(17) MASS GENERAL BRIGHAM INCORPORATED

M 40,108,871 ACTUAL COST, MEDICAL SERVICES
(18) HARBOR MEDICAL ASSOCIATES INC

M 3,035,158 ACTUAL COST, MEDICAL SERVICES
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
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) 2020
Schedule R (Form 990) 2020
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2020

Additional Data


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