TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC Charity Report

Public IRS 990 nonprofit record

TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC

EIN 04-2674079 · Health (General & Financing) (E80)

What they do

SEE SCHEDULE O

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $92.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe explanation is very short. Ask what work they really do.

They name their leaders35 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

99.74%of revenue went to mission work92.7% of expenses · Program services

$107.65spent for every $100 of revenueSpending was higher than revenue this year.

7.91%of revenue went to management and office costs7.3% of expenses

$0.34in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $195,789,749 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $162,232 for R SCOTT WALKER (CFO & PRESIDENT (START 9/24)). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,560,964,361

Mission workProgram services$2,554,282,64399.74% of revenue92.7% of expenses

ManagementOffice and general costs$202,471,4677.91% of revenue7.3% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$2,756,754,110107.65% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 92.7% mission · 7.3% management · 0.0% fundraisingTotal expenses: 107.65% of revenue

2023Expense mix: 93.3% mission · 6.7% management · 0.0% fundraisingTotal expenses: 100.26% of revenue

2022Expense mix: 93.4% mission · 6.6% management · 0.0% fundraisingTotal expenses: 99.81% of revenue

2021Expense mix: 89.0% mission · 11.0% management · 0.0% fundraisingTotal expenses: 92.73% of revenue

2020Expense mix: 87.5% mission · 12.5% management · 0.0% fundraisingTotal expenses: 97.20% of revenue

2019Expense mix: 89.1% mission · 10.9% management · 0.0% fundraisingTotal expenses: 97.01% of revenue

2018Expense mix: 88.6% mission · 11.4% management · 0.0% fundraisingTotal expenses: 96.58% of revenue

2017Expense mix: 90.0% mission · 10.0% management · 0.0% fundraisingTotal expenses: 96.68% of revenue

Money in and money out

Revenue$2,560,964,361

Expenses$2,756,754,110

Annual shortfall $195,789,749 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,554,282,643 · 92.7% of expenses

Management and office costs$202,471,467 · 7.3% of expenses

See all reported dollar amounts

Revenue$2,560,964,361

Expenses$2,756,754,110

Assets$945,362,421

Income$2,953,330,321

Mission work (program services)$2,554,282,643

Grants given$22,559,173

Average grant$172,207

Management and general$202,471,467

Stocks and bonds$554,434,845

Accounting fees$8,543,779

Investing fees$2,514,902

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

R SCOTT WALKERCFO & PRESIDENT (START 9/24) · 10 hrs/week $162,232Base · Other $162,232

PHILIP BARREVP, PRESIDENT, MARKETS · 10 hrs/week $159,172Base · Other $159,172

PETE CHURCHCHIEF PEOPLE & CULTURE OFFICER · 10 hrs/week $156,654Base · Other $156,654

KRISTIN LEWISCHIEF PUB & COMM AFF OFFICER · 10 hrs/week $118,145Base · Other $118,145

MARK PORTERTREASURER · 10 hrs/week $112,221Base · Other $112,221

ROBERT WILLIAMSSVP, BUSINESS PERFORMANCE · 10 hrs/week $105,431Base · Other $105,431

SUSAN KEECLERK/SECRETARY, CLO · 10 hrs/week $93,265Base · Other $93,265

KATIE CATLENDERCOO (START 1/24) · 12 hrs/week $67,611Base · Other $67,611

CAIN HAYESDIR. PRES. & CEO (END 9/24) · 10 hrs/week $42,363Base · Other $42,363

TISA HUGHESFORMER CLERK/SECRETARY $31,490Base · Other $31,490

DEAN PEASLEYSVP, OPERATIONS (END 4/24) · 12 hrs/week $31,405Base · Other $31,405

UMESH KURPADFORMER CFO $21,702Base · Other $21,702

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (35)

R SCOTT WALKERCFO & PRESIDENT (START 9/24)

PHILIP BARREVP, PRESIDENT, MARKETS

PETE CHURCHCHIEF PEOPLE & CULTURE OFFICER

KRISTIN LEWISCHIEF PUB & COMM AFF OFFICER

MARK PORTERTREASURER

ROBERT WILLIAMSSVP, BUSINESS PERFORMANCE

SUSAN KEECLERK/SECRETARY, CLO

KATIE CATLENDERCOO (START 1/24)

CAIN HAYESDIR. PRES. & CEO (END 9/24)

TISA HUGHESFORMER CLERK/SECRETARY

DEAN PEASLEYSVP, OPERATIONS (END 4/24)

UMESH KURPADFORMER CFO

PATRICIA BLAKEFORMER SVP, PRES MEDICARE

TRACEY CARTERFORMER SVP, CHIEF ACTUARY

URCEL FIELDSSVP, PRES. GOVT MKT(END 11/24)

ROLAND PRICEFORMER TREASURER

THOMAS CROSWELLFORMER CEO

RAYMOND PAWLICKIDIRECTOR

BERTRAM L SCOTTLEAD DIR/VICE CHR(START 10/24)

EILEEN AUENEXECUTIVE CHAIR (START 9/24)

ELIZABETH BIERBOWERDIRECTOR (START 6/24)

TODD WHITBECKDIRECTOR

GAUROV DAYAL MDDIRECTOR (START 6/24)

GREG SHELLDIRECTOR, VICE CHAIR

GREGORY D TRANTERDIRECTOR

MICHAEL SHEADIRECTOR

HEDWIG VEITH WHITNEYDIRECTOR

IRINA SIMMONSDIRECTOR (END 6/24)

PETER SLAVIN MDDIRECTOR (END 9/24)

JOYCE MURPHYDIRECTOR (END 6/24)

PATRICIA TREBINOFORMER SVP, COO

PATRICIA HOWARDFORMER COO

MARY MAHONEYFORMER SVP, CLO

MICHAEL TARNOFF MDDIRECTOR (START 12/24)

MICHAEL J MCCOLGANDIRECTOR

About this charity

Recognized since: January 1979
Location: 1 WELLNESS WAY, CANTON, MA 02021-1166
County: Norfolk
In care of: % MARK PORTER TREASURER
Primary officer: MARK PORTER, TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(617) 972-9400

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: PWC US TAX LLP
NTEE classification: Health (General & Financing) (E80)
IRS tax category: Health (General & Financing)
Grant-giving organization: Yes