Nonprofit · EIN 04-2674079
TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC
Tax-exempt · CANTON, MA 02021
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,560,964,361 | $2,756,754,110 | -$195,789,749 | $945,362,421 | $562,061,393 | $383,301,028 |
| December 31, 2023 | 990 | $2,738,046,962 | $2,745,241,289 | -$7,194,327 | $1,164,875,660 | $467,949,630 | $696,926,030 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,547,132,725
- Investment income
- $13,748,886
- Net rental income
- $82,750
- Net gain from sales of assets
- -$8,291,587
- Other revenue
- $82,750
Expenses
- Grants and similar amounts paid
- $193,003
- Benefits paid to members
- $2,298,356,932
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $36,604,553
- Salaries, compensation and benefits (total)
- $41,119,444
- Professional fundraising fees
- $0
- Accounting fees
- $8,543,779
- Occupancy
- -$1,743
- Travel
- $679,875
- Depreciation
- $33,921,091
- Program services (functional)
- $2,554,282,643
- Management and general (functional)
- $202,471,467
Balance sheet and other
- Total assets, start of year
- $1,164,875,660
- Total assets, end of year
- $945,362,421
- Total liabilities, end of year
- $562,061,393
- Net assets, end of year
- $383,301,028
- Land, buildings and equipment
- $191,368,188
- Publicly traded securities
- $554,434,845
- Gross unrelated business income
- -$27,040
- Gross receipts
- $2,953,330,321
- Employees
- 662
- Volunteers
- 0
- Year formed
- 1979
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAIN HAYES | DIR. PRES. & CEO (END 9/24) Trustee or director, Officer | 10 | $0 | $4,532,289 | $42,363 |
| PHILIP BARR | EVP, PRESIDENT, MARKETS Key employee | 10 | $0 | $1,580,792 | $159,172 |
| TRACEY CARTER | FORMER SVP, CHIEF ACTUARY Former | 0 | $0 | $1,598,732 | $18,185 |
| PETE CHURCH | CHIEF PEOPLE & CULTURE OFFICER Highest-paid employee | 10 | $0 | $1,284,213 | $156,654 |
| PATRICIA BLAKE | FORMER SVP, PRES MEDICARE Former | 0 | $0 | $1,330,488 | $19,544 |
| ROLAND PRICE | FORMER TREASURER Former | 0 | $0 | $1,299,914 | $15,069 |
| R SCOTT WALKER | CFO & PRESIDENT (START 9/24) Officer | 10 | $0 | $1,041,266 | $162,232 |
| MARK PORTER | TREASURER Officer | 10 | $0 | $1,024,863 | $112,221 |
| KRISTIN LEWIS | CHIEF PUB & COMM AFF OFFICER Highest-paid employee | 10 | $0 | $998,596 | $118,145 |
| UMESH KURPAD | FORMER CFO Former | 0 | $0 | $1,087,771 | $21,702 |
| KATIE CATLENDER | COO (START 1/24) Key employee | 12.5 | $0 | $880,347 | $67,611 |
| ROBERT WILLIAMS | SVP, BUSINESS PERFORMANCE Highest-paid employee | 10 | $0 | $836,744 | $105,431 |
| DEAN PEASLEY | SVP, OPERATIONS (END 4/24) Highest-paid employee | 12.5 | $0 | $840,092 | $31,405 |
| URCEL FIELDS | SVP, PRES. GOVT MKT(END 11/24) Highest-paid employee | 12.5 | $0 | $842,020 | $16,316 |
| TISA HUGHES | FORMER CLERK/SECRETARY Former | 0 | $0 | $824,422 | $31,490 |
20 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SUSAN KEE | CLERK/SECRETARY, CLO Officer | 10 | $0 | $696,820 | $93,265 |
| MARY MAHONEY | FORMER SVP, CLO Former | 0 | $0 | $705,784 | $0 |
| PATRICIA TREBINO | FORMER SVP, COO Former | 0 | $0 | $553,026 | $0 |
| EILEEN AUEN | EXECUTIVE CHAIR (START 9/24) Trustee or director, Officer | 10 | $0 | $533,336 | $0 |
| THOMAS CROSWELL | FORMER CEO Former | 0 | $0 | $404,893 | $9,900 |
| PATRICIA HOWARD | FORMER COO Former | 0 | $0 | $232,740 | $0 |
| MICHAEL J MCCOLGAN | DIRECTOR Trustee or director | 1 | $0 | $141,000 | $0 |
| BERTRAM L SCOTT | LEAD DIR/VICE CHR(START 10/24) Trustee or director, Officer | 1 | $0 | $138,000 | $0 |
| MICHAEL SHEA | DIRECTOR Trustee or director | 1 | $0 | $136,000 | $0 |
| TODD WHITBECK | DIRECTOR Trustee or director | 1 | $0 | $135,500 | $0 |
| HEDWIG VEITH WHITNEY | DIRECTOR Trustee or director | 1 | $0 | $135,000 | $0 |
| GREGORY D TRANTER | DIRECTOR Trustee or director | 1 | $0 | $133,000 | $0 |
| PETER SLAVIN MD | DIRECTOR (END 9/24) Trustee or director | 1 | $0 | $124,306 | $0 |
| RAYMOND PAWLICKI | DIRECTOR Trustee or director | 1 | $0 | $120,000 | $0 |
| IRINA SIMMONS | DIRECTOR (END 6/24) Trustee or director | 1 | $0 | $79,778 | $0 |
| JOYCE MURPHY | DIRECTOR (END 6/24) Trustee or director | 1 | $0 | $79,778 | $0 |
| GAUROV DAYAL MD | DIRECTOR (START 6/24) Trustee or director | 1 | $0 | $44,695 | $0 |
| ELIZABETH BIERBOWER | DIRECTOR (START 6/24) Trustee or director | 1 | $0 | $42,223 | $0 |
| MICHAEL TARNOFF MD | DIRECTOR (START 12/24) Trustee or director | 1 | $0 | $0 | $0 |
| GREG SHELL | DIRECTOR, VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAIN HAYES | PRESIDENT & CEO Trustee or director, Officer | 10 | $0 | $3,859,017 | $387,442 |
| PHILIP BARR | EVP, PRESIDENT, MARKETS Key employee | 10 | $0 | $1,750,853 | $201,705 |
| PATRICIA HOWARD | COO (END 5/3) Key employee | 12.5 | $0 | $1,613,105 | $59,229 |
| UMESH KURPAD | CFO (END 7/4) Officer | 10 | $0 | $1,454,835 | $166,409 |
| PETE CHURCH | CHIEF PEOPLE OFFICER Highest-paid employee | 10 | $0 | $1,348,346 | $199,722 |
| TISA HUGHES | CLERK/SECRETARY Officer | 10 | $0 | $1,330,477 | $135,726 |
| TRACEY CARTER | SVP, CHIEF ACTUARY Highest-paid employee | 12.5 | $0 | $1,175,535 | $167,611 |
| SELMA FERHATBEGOVIC | SVP, CHIEF INFORMATION OFFICER Highest-paid employee | 12.5 | $0 | $1,107,453 | $152,803 |
| MARK PORTER | TREASURER (START 10/12) Officer | 10 | $0 | $1,055,628 | $166,825 |
| PATRICIA BLAKE | SVP, PRESIDENT MEDICARE Highest-paid employee | 17.5 | $0 | $1,051,263 | $160,733 |
| KRISTIN LEWIS | CHIEF PUB & COMM AFF OFFICER Highest-paid employee | 10 | $0 | $1,034,645 | $152,533 |
| MICHAEL CARSON | FORMER PRESIDENT (END 10/1/21) Former | 0 | $0 | $866,154 | $0 |
| R SCOTT WALKER | CFO (START 7/5) Officer | 10 | $0 | $727,951 | $117,945 |
| SUSAN KEE | CLERK/SECRETARY (START 12/11) Officer | 10 | $0 | $645,368 | $72,203 |
| ROLAND PRICE | TREASURER (END 10/11) Officer | 10 | $0 | $596,123 | $79,256 |
| THOMAS CROSWELL | FORMER CEO Former | 0 | $0 | $612,500 | $9,150 |
| EILEEN AUEN | DIRECTOR, CHAIR Trustee or director, Officer | 2 | $0 | $161,250 | $0 |
| MICHAEL J MCCOLGAN | DIRECTOR Trustee or director | 1 | $0 | $131,750 | $0 |
| GREGORY D TRANTER | DIRECTOR Trustee or director | 1 | $0 | $129,375 | $0 |
| MICHAEL SHEA | DIRECTOR Trustee or director | 1 | $0 | $123,375 | $0 |
| BERTRAM L SCOTT | DIRECTOR Trustee or director | 1 | $0 | $119,375 | $0 |
| HEDWIG VEITH WHITNEY | DIRECTOR Trustee or director | 1 | $0 | $117,375 | $0 |
| MYECHIA MINTER-JORDAN MD | DIRECTOR (END 12/8) Trustee or director | 1 | $0 | $116,375 | $0 |
| TODD WHITBECK | DIRECTOR Trustee or director | 1 | $0 | $113,000 | $0 |
| PETER SLAVIN MD | DIRECTOR Trustee or director | 1 | $0 | $112,000 | $0 |
| RAYMOND PAWLICKI | DIRECTOR Trustee or director | 1 | $0 | $111,000 | $0 |
| IRINA SIMMONS | DIRECTOR Trustee or director | 1 | $0 | $109,000 | $0 |
| JOYCE MURPHY | DIRECTOR Trustee or director | 1 | $0 | $107,000 | $0 |
| GREG SHELL | DIRECTOR, VICE CHAIR Trustee or director, Officer | 1 | $0 | $13,000 | $0 |
Address and contacts
- Address (IRS master file)
- 1 WELLNESS WAY, CANTON, MA 02021-1166
- In care of
- % MARK PORTER TREASURER
- Principal officer (990 for 2024)
- SCOTT WALKER, 1 WELLNESS WAY, CANTON, MA 020211166
- Signed the 990
- MARK PORTER, TREASURER
- Phone
- (617) 972-9400
- Website
- WWW.TUFTSHEALTHPLAN.COM
- Return prepared by
- PwC US Tax LLP
Mission
SEE SCHEDULE O
Program accomplishments
- PROGRAM SERVICE ACCOMPLISHMENTS - COMMERCIAL HMO PRODUCT ONE OF TAHMO'S LARGEST PRODUCTS IS ITS COMMERCIAL HMO WHICH PROVIDES AFFORDABLE HEALTH COVERAGE TO ITS MEMBERS. TAHMO STRIVES TO PROVIDE HMO COVERAGE THAT IS AFFORDABLE, AND PROVIDES ACCESS TO TOP QUALITY HEALTH CARE SERVICES. TAHMO ALSO PROVIDES PROGRAMS THAT TARGET THE IMPROVEMENT OF THE HEALTH OF ITS MEMBERS, AS WELL AS THE COMMUNITY AT LARGE. QUALITY: NCQA EVALUATES HEALTH PLANS ON THE QUALITY OF CARE PATIENTS RECEIVE, HOW SATISFIED PATIENTS ARE WITH THEIR CARE, AND HEALTH PLANS' EFFORTS TO KEEP IMPROVING. TUFTS HEALTH PLAN HMO/POS/EPO's NCQA QUALITY RATING IS CONSISTENTLY WITHIN THE TOP 10% OF PLANS THROUGHOUT THE COUNTRY. TAHMO CONTINUES TO IMPLEMENT OUTREACH PROGRAMS WITH BOTH PROVIDERS AND MEMBERS WITH THE GOAL OF IMPROVING THE QUALITY OF CARE PROVIDED AND RECEIVED. UPDATED RATINGS WILL BE RELEASED IN SEPTEMBER 2025. TAHMO PROVIDES SPECIALTY CARE MANAGEMENT SERVICES FOR ITS MEMBERS WITH COMPLEX MEDICAL AND BEHAVIORAL HEALTH CONDITIONS. TAHMO MEMBERS RECEIVE TARGETED HEALTH REMINDERS TO ENCOURAGE PREVENTIVE HEALTH CARE.TAHMO'S CARE MANAGERS ASSIST MEMBERS WHO ARE ILL OR DISABLED IN NAVIGATING THE HEALTH CARE SYSTEM AND PROVIDE REFERRALS TO COMMUNITY RESOURCES. OUR WEBSITE, WWW.TUFTSHEALTHPLAN.COM , IS AVAILABLE TO THE COMMUNITY AT LARGE, AND INCLUDES A LIBRARY OF TOOLS AND READY-MADE PRINT AND ELECTRONIC MATERIALS. THESE RESOURCES HELP TO ENCOURAGE HEALTHY BEHAVIORS, INCREASE DEMAND FOR PREVENTIVE HEALTH, AND DRIVE ENGAGEMENT IN PROGRAMS THAT EDUCATE AND EMPOWER HEALTHIER LIFESTYLES AND REDUCE HEALTH RISKS. TOPICS INCLUDE PREVENTIVE CARE BENEFITS, HEALTHY EATING AND WEIGHT CONTROL, EXERCISE AND FITNESS, MANAGING STRESS AND HEART HEALTH, CANCER PREVENTION, AND TOBACCO CESSATION. WE ALSO OFFER A VARIETY OF WELLNESS PROGRAMS AT THE WORKSITE SUCH AS FLU SHOTS, CHOLESTEROL SCREENINGS, STRESS MANAGEMENT, AND MORE. TAHMO'S SECURE ONLINE ACCOUNT SERVES AS A CENTRAL HUB FOR LIFESTYLE MANAGEMENT PROGRAM COMPONENTS, HEALTH AND WELLNESS CONTENT, AND TOOLS. THE ONLINE ACCOUNT OFFERS A PERSONAL HEALTH ASSESSMENT AND RESOURCES DESIGNED TO ENCOURAGE INDIVIDUALS TO LEAD HEALTHIER LIVES BASED ON THEIR INTERESTS, OVERALL HEALTH CONDITION, AND OTHER PERSONAL ATTRIBUTES. COMMERCIAL MEMBERS OF TUFTS HEALTH PLAN CONTINUE TO RECEIVE THE MEMBER NEWSLETTER. THE NEWSLETTER IS AN EDUCATIONAL RESOURCE ON TOPICS PERTAINING TO ACCESS TO SERVICES, PREVENTIVE CARE, HEALTH EDUCATION AND LIFESTYLE REMINDERS. IT ALSO HELPS MEMBERS UTILIZE THEIR COVERED HEALTH PLAN BENEFITS, SERVICES AND FEATURES TO THE FULLEST AND IS AIMED AT SUPPORTING THEIR IMPROVED HEALTH. ACCESS: TAHMO'S MEMBERS HAVE ACCESS TO HOSPITALS, PRIMARY CARE PROVIDERS AND SPECIALISTS AND ALLIED HEALTH PROFESSIONALS, AS WELL AS CONDITION MANAGEMENT PROGRAMS, PREVENTION AND WELLNESS PROGRAMS. AFFORDABILITY: TAHMO'S GOAL IS TO PROVIDE ACCESS TO THE HIGHEST QUALITY HEALTH CARE SERVICES THROUGH AFFORDABLE HEALTH COVERAGE TO AS MANY MASSACHUSETTS AND RHODE ISLAND RESIDENTS AS POSSIBLE. TAHMO HAS DESIGNED HEALTH MANAGEMENT PROGRAMS TO SIMULTANEOUSLY LOWER MEDICAL COSTS AND IMPROVE QUALITY AND OUTCOMES. BY LOWERING MEDICAL COSTS, TAHMO IS ABLE TO OFFER COMPETITIVE PREMIUM RATES AND PROVIDE COVERAGE TO MORE PEOPLE. TAHMO IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITY AS WELL AS THAT OF ITS MEMBERS. THE ORGANIZATION TAKES THIS COMMITMENT SERIOUSLY AND HAS A DEDICATED COMMUNITY PARTNERSHIP PROGRAM THAT PROVIDES IN-KIND AND FINANCIAL SUPPORT TO NOT-FOR-PROFIT PROGRAMS THROUGHOUT MASSACHUSETTS. SUPPORT IS BROAD BASED AND REFLECTS DIVERSE SPONSORSHIP OF ORGANIZATIONS THAT PROMOTE IMPROVED COMMUNITY HEALTH. ----------Expenses $305,546,500 · grants $24,388 · revenue $321,855,248
- PROGRAM SERVICE ACCOMPLISHMENTS - MASSACHUSETTS MEDICARE PRODUCT TAHMO ALSO OFFERS PRODUCTS TO MEDICARE ELIGIBLE ENROLLEES. TUFTS HEALTH PLAN MEDICARE PREFERRED (TUFTS MEDICARE PREFERRED) PROVIDES AFFORDABLE HEALTH COVERAGE TO ITS MEMBERS IN MASSACHUSETTS. TUFTS MEDICARE PREFERRED STRIVES TO PROVIDE COVERAGE OPTIONS THAT ARE AFFORDABLE AND PROVIDE ACCESS TO TOP QUALITY HEALTH CARE SERVICES FOR SENIORS. TUFTS MEDICARE PREFERRED ALSO OFFERS PROGRAMS THAT TARGET THE IMPROVEMENT OF THE HEALTH OF ITS MEMBERS, AS WELL AS THE COMMUNITY AT LARGE. WITHIN THE MASSACHUSETTS MEDICARE ADVANTAGE MARKET, TUFTS MEDICARE PREFERRED IS THE MARKET LEADER - COVERING MORE INDIVIDUALS THROUGH MEDICARE ADVANTAGE PRODUCTS THAN ANY OTHER CARRIER. TUFTS MEDICARE PREFERRED ALSO OFFERS CARE MANAGEMENT AND CONDITION MANAGEMENT SERVICES TO MEMBERS AND PUBLISHES WELL! MAGAZINE FOR ITS MEDICARE POPULATION ONCE A YEAR. THE MAGAZINE IS AN EDUCATIONAL RESOURCE ON TOPICS PERTAINING TO GENERAL HEALTH, ACCESS TO CARE, PREVENTIVE CARE, HEALTH INFORMATION AND HEALTH CARE REMINDERS, TARGETED TO ITS SPECIFIC POPULATION. IT ALSO PROVIDES INFORMATION FOR MEMBERS ON HOW TO GET THE MOST OF TUFTS HEALTH PLAN'S BENEFITS. ----------Expenses $1,842,968,015 · grants $138,387 · revenue $1,826,346,090
- PROGRAM SERVICE ACCOMPLISHMENTS - DUAL-ELIGIBLE PROGRAM THE ORGANIZATION ALSO PROVIDES ACCESS TO AFFORDABLE CARE THROUGH A DUAL-ELIGIBLE PROGRAM. TAHMO PROVIDES COVERAGE FOR PEOPLE AGE 65 OR OLDER WHO ARE ELIGIBLE FOR MASSHEALTH STANDARD, HAVE BOTH MEDICARE PART A AND B, AND HAVE NOT BEEN DIAGNOSED AS HAVING END STAGE RENAL DISEASE. THIS PROGRAM, CALLED SENIOR CARE OPTIONS, INTEGRATES MEDICAID AND MEDICARE BENEFITS AND SERVICES, PROVIDING THOSE ELIGIBLE WITH COORDINATED HIGH-QUALITY AND COST-EFFECTIVE HEALTH CARE. ----------Expenses $405,656,209 · grants $30,222 · revenue $398,857,927
- MEDICARE COMPLEMENTExpenses $111,919 · grants $6 · revenue $73,460
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2674079
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $945,362,421
- Income (IRS master file)
- $2,953,330,321
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,560,964,361 | $2,756,754,110 | $945,362,421 | XML |
| 990 | December 2023 | $2,738,046,962 | $2,745,241,289 | $1,164,875,660 | XML |
| 990 | December 2022 | $3,001,930,351 | $2,996,373,090 | $1,252,410,168 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2674079).
Questions about TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC
- What is the EIN of TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC?
- The employer identification number (EIN) of TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC is 04-2674079.
- Is TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1979.
- Are donations to TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC?
- The 990 for the year ended December 31, 2024 names SCOTT WALKER.
- Who are the officers and directors of TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC?
- The 990 for the year ended December 31, 2024 lists 35 people; 0 received compensation from the organization.
- How much revenue does TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,560,964,361, expenses of $2,756,754,110 and total assets of $945,362,421 at year end.
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