HEALTH NEW ENGLAND & SUBSIDIARIES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH NEW ENGLAND & SUBSIDIARIES (EIN 04-2864973)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202423109349300802
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T01:39:37-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042864973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH NEW ENGLAND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 4137874000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE 1500 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SWIFT | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4137874000 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONIKA YADAV | PreparerPersonNm |
| PTIN | P01473820 | PTIN |
| Phone | 3124861000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD SWIFT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE 1500 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,012,803,996 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.HEALTHNEWENGLAND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF HEALTH NEW ENGLAND, INC., IS TO IMPROVE THE HEALTH AND LIVES OF THE PEOPLE IN THE COMMUNITIES WE SERVE. AS PART OF BAYSTATE HEALTH, INC. (AN INTEGRATED HEALTH CARE SYSTEM), HEALTH NEW ENGLAND CONTRIBUTES TO THE ECONOMIC SUCCESS OF OUR REGION AND IS COMMITTED TO MEETING THE IDENTIFIED HEALTH AND WELLNESS NEEDS OF OUR COMMUNITIES SERVED THROUGH THE COMBINED EFFORTS OF BAYSTATE HEALTH, COMMUNITY ORGANIZATION PARTNERS, AND AFFILIATED PROVIDERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 511 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $923,861,185 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $980,354,680 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,426,145 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,194,460 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,258,315 | PYOtherRevenueAmt |
| CY Other Revenue | $2,231,792 | CYOtherRevenueAmt |
| PY Total Revenue | $930,545,645 | PYTotalRevenueAmt |
| CY Total Revenue | $990,780,932 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $486,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $421,150 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $824,760,596 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $917,102,933 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,840,354 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,209,209 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $54,470,667 | PYOtherExpensesAmt |
| CY Other Expenses | $54,997,729 | CYOtherExpensesAmt |
| PY Total Expenses | $923,558,117 | PYTotalExpensesAmt |
| CY Total Expenses | $1,016,731,021 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,987,528 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$25,950,089 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $292,952,185 | TotalAssetsBOYAmt |
| Total Assets EOY | $295,692,088 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $201,033,166 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $231,030,207 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $91,919,019 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $64,661,881 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF HEALTH NEW ENGLAND, INC., IS TO IMPROVE THE HEALTH AND LIVES OF THE PEOPLE IN THE COMMUNITIES WE SERVE. AS PART OF BAYSTATE HEALTH, INC. (AN INTEGRATED HEALTH CARE SYSTEM), HEALTH NEW ENGLAND CONTRIBUTES TO THE ECONOMIC SUCCESS OF OUR REGION AND IS COMMITTED TO MEETING THE IDENTIFIED HEALTH AND WELLNESS NEEDS OF OUR COMMUNITIES SERVED THROUGH THE COMBINED EFFORTS OF BAYSTATE HEALTH, COMMUNITY ORGANIZATION PARTNERS, AND AFFILIATED PROVIDERS. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $917,524,083 | ExpenseAmt |
| Grant | $421,150 | GrantAmt |
| Revenue | $982,586,472 | RevenueAmt |
| Desc | COMMERCIAL SMALL AND LARGE GROUP AND INDIVIDUAL PRODUCTS:ENROLLEES AT 12/31/23: 59,979REVENUE: $417.1 MILLIONPROGRAM EXPENSES: $399.8 MILLIONHEALTH NEW ENGLAND, INC MAKES HIGH QUALITY, LOW COST HEALTH CARE SERVICES AVAILABLE THROUGH HEALTH PLANS WITHIN A SERVICE AREA THAT COMPRISES MORE POOR, MEDICALLY UNDERSERVED AND RURAL COMMUNITIES THAN ANY OTHER PART OF MASSACHUSETTS. A FEDERAL HEALTH RESOURCES & SERVICES ADMINISTRATION REPORT STATED THAT OF THE 102 MASSACHUSETTS TOWNS DESIGNATED AS MEDICALLY UNDERSERVED, 78 ARE IN THE FOUR COUNTIES THAT HEALTH NEW ENGLAND SERVES. BASED ON THAT STATISTIC, IN ALL OVER 45% OF HEALTH NEW ENGLAND'S ENROLLEES LIVE IN MEDICALLY UNDERSERVED AREAS.HEALTH NEW ENGLAND'S SERVICE AREA INCLUDES FOUR OF THE FIVE COUNTIES WITH THE HIGHEST PERCENTAGE OF POVERTY AND THE LOWEST PER CAPITA INCOME IN MASSACHUSETTS, BASED ON US CENSUS BUREAU DATA. MANY RESIDENTS IN WESTERN MASSACHUSETTS THUS STRUGGLE WITH POVERTY AND LOW LEVELS OF INCOME. ACROSS THE FOUR COUNTIES OF WESTERN MASSACHUSETTS, 16% OF RESIDENTS LIVE IN POVERTY, AND THE MEDIAN FAMILY INCOME IN THREE OF THE FOUR COUNTIES IS MORE THAN 20% LOWER THAN THAT OF THE STATE. CHILD POVERTY RATES ARE HIGH WITH 23% OF CHILDREN IN THE REGION LIVING IN POVERTY. HAMPDEN COUNTY HAS THE HIGHEST RATES OF POVERTY AND UNEMPLOYMENT IN HEALTH NEW ENGLAND'S SERVICE AREA AND THE LOWEST MEDIAN INCOME. ALSO, LOWER LEVELS OF EDUCATION CONTRIBUTE TO UNEMPLOYMENT AND THE ABILITY TO EARN A LIVABLE WAGE. APPROXIMATELY 12% OF RESIDENTS AGE 25 AND OLDER IN WESTERN MASSACHUSETTS DO NOT HAVE A HIGH SCHOOL DIPLOMA, WITH THE HIGHEST RATES OBSERVED IN HAMPDEN COUNTY (16%). IN THE COMMUNITIES OF SPRINGFIELD, HOLYOKE, CHICOPEE, LUDLOW, WEST SPRINGFIELD AND PITTSFIELD, THERE IS A HIGHER PERCENTAGE OF ELIGIBLE INDIVIDUALS DO NOT HAVE A HIGH SCHOOL DIPLOMA, COMPARED TO STATEWIDE RATE.HEALTH NEW ENGLAND MAKES HEALTH CARE AVAILABLE IN THIS SERVICE AREA AND TO THIS POPULATION BY OFFERING HEALTH PLANS WHICH SERVE INDIVIDUALS AND SMALL GROUPS.HEALTH NEW ENGLAND OFFERS HEALTH PLANS TO INDIVIDUALS AND FAMILIES (BOTH DIRECTLY AND THROUGH THE MASSACHUSETTS HEALTH CONNECTOR) AND SMALL EMPLOYER GROUPS (EMPLOYERS WITH 50 OR FEWER EMPLOYEES).HEALTH NEW ENGLAND ALSO PROVIDES COVERAGE TO INDIVIDUALS AND FAMILIES THROUGH PLANS OFFERED BY EMPLOYERS WHICH HAVE MORE THAN 50 EMPLOYEES. THIS CATEGORY INCLUDES MANY MUNICIPAL EMPLOYEES WHO DO NOT OBTAIN COVERAGE THROUGH THE GIC, AND ALSO INCLUDES MANY EMPLOYEES OF HEALTH CARE AND NONPROFIT ORGANIZATIONS.MEDICARE:ENROLLEES AT 12/31/23: 11,166REVENUE: $127.7 MILLIONPROGRAM EXPENSES: $118.3 MILLIONHEALTH NEW ENGLAND SERVES MEDICARE ENROLLEES THROUGH HEALTH NEW ENGLAND MEDICARE ADVANTAGE PLANS.MEDICAID: ENROLLEES: 50,829REVENUE: $434.9 MILLIONPROGRAM EXPENSES: $404.2 MILLIONHEALTH NEW ENGLAND PARTICIPATES IN MASSHEALTH, THE MASSACHUSETTS MEDICAID PROGRAM, THROUGH A MEDICAID MANAGED CARE PLAN. THE NUMBER OF HEALTH NEW ENGLAND'S MEDICAID PLAN ENROLLEES HAS GENERALLY INCREASED SINCE 2010 WHEN HEALTH NEW ENGLAND BEGAN OFFERING SUCH PLANS. | Desc |
| Total Program Service Expenses | $917,524,083 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3681 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 511 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH NEW ENGLAND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4137874000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARK A KEROACK MD | |||||||||
| CHAIR/DIRECTOR, PRES. & CEO BH | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $2,718,608 | $42,615 | ||
| RICHARD SWIFT | |||||||||
| PRESIDENT & CEO | 39.00 | 1.00 | Yes (X) | Yes (X) | $1,203,119 | $0 | $371,042 | ||
| RAYMOND MCCARTHY | |||||||||
| TREASURER & DIRECTOR, SVP CFO BH | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $1,181,243 | $24,432 | ||
| HARRIET DEVERRY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN OESTREICH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PIA FLANAGAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD BEAUCHAMP STEELE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TANIA BARBER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDOLYN BELL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM WEBBER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JODY GROSS | |||||||||
| VP OPS & GOVT OPS (TERM 4/8/2023) | 40.00 | 0.00 | Yes (X) | $800,739 | $0 | $22,023 | |||
| LISA M COHEN | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $578,571 | $0 | $202,947 | |||
| KATE MCINTOSH | |||||||||
| VP & CHIEF MEDICAL OFFICER | 40.00 | 0.00 | Yes (X) | $579,230 | $0 | $166,097 | |||
| CASEY J HOSSA | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 0.00 | Yes (X) | $479,542 | $0 | $149,483 | |||
| SUSAN O'CONNOR | |||||||||
| GENERAL COUNSEL | 40.00 | 0.00 | Yes (X) | $433,578 | $0 | $133,378 | |||
| JASON RIO | |||||||||
| SR. DIR. REVENUE ASSUR. & RISK MGMT | 40.00 | 0.00 | Yes (X) | $287,280 | $0 | $79,896 | |||
| JUDITH DANEK | |||||||||
| DIR OFFICE OF PRES & GOVT RELATIONS | 39.00 | 1.00 | Yes (X) | $169,728 | $0 | $47,154 | |||
| LAURIE DORAN | |||||||||
| VP NETWORK MGMT & CORP STRATEGY | 40.00 | 0.00 | $441,575 | $0 | $0 | Yes (X) | |||
| TIMOTHY CHRYSTAL | |||||||||
| DIR. OF SALES & ACCT MGMT. | 40.00 | 0.00 | $284,293 | $0 | $111,344 | Yes (X) | |||
| MICHAEL GAUVIN | |||||||||
| DIR. PROGRAM DVP. & MARKET INTEL. | 40.00 | 0.00 | $288,548 | $0 | $93,565 | Yes (X) | |||
| TYLER HUTCHISON | |||||||||
| CHIEF ACTUARY | 40.00 | 0.00 | $311,241 | $0 | $68,384 | Yes (X) | |||
| SEAN NOONE | |||||||||
| SR. DIRECTOR CHIEF OF OPERATIONS | 40.00 | 0.00 | $284,772 | $0 | $83,456 | Yes (X) | |||
| MICHAEL FASO | |||||||||
| FORMER INTERIM CFO | 39.00 | 1.00 | $248,050 | $0 | $0 | Yes (X) | |||
| KEITH LEDOUX | |||||||||
| VP COMM. LOB & SALES (TERM 12/31/22) | 39.00 | 1.00 | $193,347 | $0 | $21,524 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,583,613 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,899,851 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,617,340 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 176 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OPTUMRX INC | |||||
| 9900 BREN RD | MINNETONKA | MN | 55343 | PHARMACY MANAGEMENT | $252,732,697 |
| UMASS MEMORIAL MEDICAL CENTER INC | |||||
| PO BOX 415353 | BOSTON | MA | 02241 | MEDICAL SERVICES | $68,530,128 |
| CARELON BEHAVIORAL HEALTH INC | |||||
| 5800 NORTHAMPTON BLVD | NORFOLK | VA | 23502 | MEDICAL SERVICES | $57,973,912 |
| BERKSHIRE MEDICAL CENTER | |||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | MEDICAL SERVICES | $40,026,857 |
| THE MERCY HOSPITAL INC | |||||
| PO BOX 531870 | ATLANTA | GA | 30353 | MEDICAL SERVICES | $36,533,018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 519 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICAID PREMIUM | 524114 | $434,933,660 | $434,933,660 |
| COMMERCIAL LARGE GROUP | 524114 | $226,904,137 | $226,904,137 |
| COMMERCIAL SMALL GROUP | 524114 | $190,204,067 | $190,204,067 |
| MEDICARE PREMIUM | 524114 | $127,669,082 | $127,669,082 |
| DSRIP | 524114 | $643,734 | $643,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $980,354,680 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,248,581 | TotalRevenueColumnAmt |
| Exclusion | $8,248,581 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,968,943 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,023,064 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$54,121 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$54,121 | TotalRevenueColumnAmt |
| Exclusion | -$54,121 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OPTUM GROWTH CREDIT | 524114 | $2,315,667 | $2,315,667 |
| RETROSPECTIVE RATED CO | 524114 | -$83,875 | -$83,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,231,792 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $990,780,932 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $982,586,472 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,194,460 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,150 | TotalAmt |
| Program Services | $421,150 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $917,102,933 | TotalAmt |
| Program Services | $917,102,933 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,885,343 | TotalAmt |
| Management And General | $3,885,343 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,035,818 | TotalAmt |
| Management And General | $32,035,818 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,620,313 | TotalAmt |
| Management And General | $1,620,313 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,254,840 | TotalAmt |
| Management And General | $4,254,840 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,412,895 | TotalAmt |
| Management And General | $2,412,895 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,907 | TotalAmt |
| Management And General | $191,907 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,160,523 | TotalAmt |
| Management And General | $4,160,523 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,884 | TotalAmt |
| Management And General | $139,884 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,962 | TotalAmt |
| Management And General | $307,962 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,599,705 | TotalAmt |
| Management And General | $11,599,705 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,249,181 | TotalAmt |
| Management And General | $1,249,181 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,452,852 | TotalAmt |
| Management And General | $2,452,852 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,754,706 | TotalAmt |
| Management And General | $23,754,706 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,569,484 | TotalAmt |
| Management And General | $1,569,484 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,875 | TotalAmt |
| Management And General | $66,875 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,190 | TotalAmt |
| Management And General | $111,190 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,340,387 | TotalAmt |
| Management And General | $1,340,387 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,492 | TotalAmt |
| Management And General | $164,492 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| PBM FEES | $3,711,543 | $3,711,543 |
| REGULATORY FEES AND OTH | $1,891,200 | $1,891,200 |
| EXCHANGE ADMIN FEES | $1,858,803 | $1,858,803 |
| ASSOC DUES | $353,997 | $353,997 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,038 | TotalAmt |
| Management And General | $73,038 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,016,731,021 | TotalAmt |
| Program Services | $917,524,083 | ProgramServicesAmt |
| Management And General | $99,206,938 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,357,359 | BOYAmt |
| EOY | $8,868,581 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,698,139 | BOYAmt |
| EOY | $63,688,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,269,221 | BOYAmt |
| EOY | $5,129,526 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,324,629 | BOYAmt |
| EOY | $2,107,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,963,041 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,124,482 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,877,743 | BOYAmt |
| EOY | $838,559 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,917,096 | BOYAmt |
| EOY | $179,017,069 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,523,904 | BOYAmt |
| EOY | $8,130,852 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,984,094 | BOYAmt |
| EOY | $27,911,712 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,952,185 | BOYAmt |
| EOY | $295,692,088 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,718,411 | BOYAmt |
| EOY | $200,098,289 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,314,755 | BOYAmt |
| EOY | $30,931,918 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,033,166 | BOYAmt |
| EOY | $231,030,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,919,019 | BOYAmt |
| EOY | $64,661,881 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,919,019 | BOYAmt |
| EOY | $64,661,881 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,952,185 | BOYAmt |
| EOY | $295,692,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$25,950,089 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,859,649 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,166,698 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $373,380 | OtherCostOrOtherBasisAmt |
| Depreciation | $373,380 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,423,333 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,584,774 | DepreciationAmt |
| Book Value | $838,559 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,166,328 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,166,328 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $838,559 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| HEALTH CARE RECEIVABLES | $16,154,524 |
| RECEIVABLES FROM SUBS | $8,260,390 |
| ACCRUED INVESTMENT RECEIVABLE | $797,309 |
| OTHER RECEIVABLES | $2,699,489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $27,911,712 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MEDICAL SUBSIDY PAYABLE | $14,670,590 |
| PREMIUMS RECEIVED IN ADVANCE | $16,103,628 |
| PAYABLE TO AFFILIATES | $157,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $30,931,918 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $990,472,970 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $990,472,970 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $307,962 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $307,962 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $990,780,932 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,016,423,059 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,016,423,059 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $307,962 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $307,962 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,016,731,021 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| PARTNERS FOR A HEALTHIER COMMUNITY INC | ||||||||
| 127 STATE STREET 4TH FLOOR | SPRINGFIELD | MA | 01103 | 043342182 | 501(C)(3) | $45,000 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| BERKSHIRE NURSING FAMILIES (BNF) | ||||||||
| 1 FENN STREET SUITE 201 | PITTSFIELD | MA | 01201 | 043529643 | 501(C)(3) | $50,000 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| THE CARE CENTER | ||||||||
| 247 CABOT STREET | HOLYOKE | MA | 01040 | 001095978 | 501(C)(3) | $50,000 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| WELLSPRING COOPERATIVE CORPORATION | ||||||||
| 143 MAIN STREET | S | MA | 01105 | 465509253 | 501(C)(3) | $50,000 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| UNITED WAY OF PIONEER VALLEY | ||||||||
| 1441 MAIN STREET SUITE 147 | S | MA | 01103 | 042152680 | 501(C)(3) | $20,000 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| ALIANZA DV SERVICES INC | ||||||||
| 208 RACE STREET | HOLYOKE | MA | 01040 | 042716766 | 501(C)(3) | $5,400 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| BERKSHIRES TOMMOROW INC | ||||||||
| 1 FENN STREET SUITE 201 | PITTSFIELD | MA | 01201 | 030572303 | 501(C)(3) | $5,400 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| BIG BROTHERS BIG SISTERS OF FRANKLIN COUNTY | ||||||||
| 16 COURT SQUARE | GREENFEILD | MA | 01302 | 042491950 | 501(C)(3) | $8,000 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| CENTER FOR HUMAN DEVELOPMENT | ||||||||
| 332 BERNIE AVENUE | SPRINGFIELD | MA | 01107 | 042503926 | 501(C)(3) | $7,500 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| COOLEY DICKINSON HOSPITAL | ||||||||
| PO BOX 329 | NORTHHAMPTON | MA | 01061 | 222617175 | 501(C)(3) | $7,000 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| COMMUNITY LEGAL AID INC | ||||||||
| 370 MAIN ST | WORCESTER | MA | 01608 | 042446242 | 501(C)(3) | $7,000 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| IT TAKES A VILLAGE | ||||||||
| 2 EAST MAIN STREET | HUNTINGTON | MA | 01050 | 471394720 | 501(C)(3) | $6,500 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| LIFEPATH | ||||||||
| 101 MUNSON STREET SUITE 201 | GREENFIELD | MA | 01301 | 042542539 | 501(C)(3) | $5,250 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| TAPESTRY HEALTH SYSTEMS INC | ||||||||
| 1985 MAIN STREET SUITE 202 | SPRINGFIELD | MA | 01103 | 237303142 | 501(C)(3) | $8,500 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| THIRD SECTOR NEW ENGLAND INC | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | 042261109 | 501(C)(3) | $50,000 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| VOLUNTEERS IN MEDICINE BERKSHIRE | ||||||||
| 774 MAIN STREET SUITE 4 | GREAT BARRINGTON | MA | 01230 | 900140004 | 501(C)(3) | $50,000 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| WESTFIELD FOOD PANTRY | ||||||||
| 101 MEADOW STREET | WESTFIELD | MA | 01085 | 043049616 | 501(C)(3) | $7,500 | $0 | AWARDS IN ALIGNMENT WITH HEALTH NEW ENGLAND MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HEALTH NEW ENGLAND'S COMMUNITY BENEFIT STRATEGY IS PLANNED, MANAGED AND MEASURED ORGANIZATIONAL APPROACH TO MEETING IDENTIFIED COMMUNITY HEALTH NEEDS BASED OFF THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT, ALIGNING WITH HEALTH NEW ENGLAND'S POPULATION HEALTH STRATEGY, DIVERSITY, EQUITY, INCLUSION, BELONGING (DEIB) AND HEALTH EQUITY COMMITTE STRATEGIES WHILE COMPLYING WITH REGULATORY REQUIREMENTS. HEALTH NEW ENGLAND REVIEWS ALL REQUESTS FOR GRANT FUNDS THROUGH THE COMMUNITY BENEFITS COMMITTEE, WHICH VETS AND APPROVES ALL GRANT AWARDS. AWARDS ARE SUBSTANTIATED ACCORDING TO ALIGNMENT WITH THE HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. IN 2023, HEALTH NEW ENGLAND PRIORITIZED ORGANIZATIONS THAT SUPPORT CHRONIC CONDITIONS, MENTAL HEALTH AND SUBSTANCE USE DISORDER, INFANT AND PERINATAL/MATERNAL HEALTH, FOOD INSECURITIES AND EDUCATION. ALL AWARDED ORGANIZATIONS ARE CONTACTED THROUGHOUT THE YEAR. ORGANIZATIONS ARE REQUIRED TO CONFIRM USE OF HEALTH NEW ENGLAND'S GRANT FUNDS AND SUBMIT A YEAR END REPORT. COMMUNITY IMPACT DATA IS THE BASIS OF REPORTS FOR THE HEALTH NEW ENGLAND BOARD OF DIRECTORS AND ATTORNEY GENERAL COMMUNITY BENEFITS ANNUAL REPORT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK A KEROACK MD | ||||||||||||||
| CHAIR/DIRECTOR, PRES. & CEO BH | $0 | $1,487,186 | $0 | $683,230 | $0 | $548,192 | $0 | $23,100 | $0 | $19,515 | $0 | $2,761,223 | $0 | $4,275 |
| RICHARD SWIFT | ||||||||||||||
| PRESIDENT & CEO | $805,783 | $0 | $387,784 | $0 | $9,552 | $0 | $352,094 | $0 | $18,948 | $0 | $1,574,161 | $0 | $387,784 | $0 |
| RAYMOND MCCARTHY | ||||||||||||||
| TREASURER & DIRECTOR, SVP CFO BH | $0 | $709,330 | $0 | $234,559 | $0 | $237,354 | $0 | $22,563 | $0 | $1,869 | $0 | $1,205,675 | $0 | $4,275 |
| JODY GROSS | ||||||||||||||
| VP OPS & GOVT OPS (TERM 4/8/2023) | $159,334 | $0 | $148,708 | $0 | $492,697 | $0 | $13,753 | $0 | $8,270 | $0 | $822,762 | $0 | $0 | $0 |
| LISA M COHEN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $403,434 | $0 | $165,585 | $0 | $9,552 | $0 | $168,596 | $0 | $34,351 | $0 | $781,518 | $0 | $165,585 | $0 |
| KATE MCINTOSH | ||||||||||||||
| VP & CHIEF MEDICAL OFFICER | $389,711 | $0 | $179,967 | $0 | $9,552 | $0 | $149,500 | $0 | $16,597 | $0 | $745,327 | $0 | $0 | $0 |
| CASEY J HOSSA | ||||||||||||||
| CHIEF INFORMATION OFFICER | $337,750 | $0 | $141,792 | $0 | $0 | $0 | $132,699 | $0 | $16,784 | $0 | $629,025 | $0 | $0 | $0 |
| SUSAN O'CONNOR | ||||||||||||||
| GENERAL COUNSEL | $305,296 | $0 | $117,360 | $0 | $10,922 | $0 | $108,537 | $0 | $24,841 | $0 | $566,956 | $0 | $0 | $0 |
| LAURIE DORAN | ||||||||||||||
| VP NETWORK MGMT & CORP STRATEGY | $441,575 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $441,575 | $0 | $0 | $0 |
| TIMOTHY CHRYSTAL | ||||||||||||||
| DIR. OF SALES & ACCT MGMT. | $167,849 | $0 | $115,597 | $0 | $847 | $0 | $103,236 | $0 | $8,108 | $0 | $395,637 | $0 | $0 | $0 |
| MICHAEL GAUVIN | ||||||||||||||
| DIR. PROGRAM DVP. & MARKET INTEL. | $177,035 | $0 | $111,513 | $0 | $0 | $0 | $93,304 | $0 | $261 | $0 | $382,113 | $0 | $0 | $0 |
| TYLER HUTCHISON | ||||||||||||||
| CHIEF ACTUARY | $270,098 | $0 | $41,143 | $0 | $0 | $0 | $59,027 | $0 | $9,357 | $0 | $379,625 | $0 | $0 | $0 |
| SEAN NOONE | ||||||||||||||
| SR. DIRECTOR CHIEF OF OPERATIONS | $247,109 | $0 | $37,663 | $0 | $0 | $0 | $58,897 | $0 | $24,559 | $0 | $368,228 | $0 | $0 | $0 |
| JASON RIO | ||||||||||||||
| SR. DIR. REVENUE ASSUR. & RISK MGMT | $243,366 | $0 | $42,753 | $0 | $1,161 | $0 | $55,306 | $0 | $24,590 | $0 | $367,176 | $0 | $0 | $0 |
| MICHAEL FASO | ||||||||||||||
| FORMER INTERIM CFO | $248,050 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $248,050 | $0 | $0 | $0 |
| JUDITH DANEK | ||||||||||||||
| DIR OFFICE OF PRES & GOVT RELATIONS | $149,639 | $0 | $19,443 | $0 | $646 | $0 | $24,600 | $0 | $22,554 | $0 | $216,882 | $0 | $19,443 | $0 |
| KEITH LEDOUX | ||||||||||||||
| VP COMM. LOB & SALES (TERM 12/31/22) | $82,107 | $0 | $109,648 | $0 | $1,592 | $0 | $16,500 | $0 | $5,024 | $0 | $214,871 | $0 | $109,648 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | MARK A. KEROACK, MD - SUPPLEMENTAL RETIREMENT OF $431,879 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $427,604 EARNED AND PAID IN 2023 AND $4,275 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. RAYMOND MCCARTHY - SUPPLEMENTAL RETIREMENT OF $189,906 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $185,631 EARNED AND PAID IN 2023 AND $4,275 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. DURING 2023 JODY GROSS RECEIVED SEVERANCE FROM HEALTH NEW ENGLAND, INC IN THE AMOUNT OF $488,136. |
| PART I, LINE 6 | CERTAIN EMPLOYEES OF HEALTH NEW ENGLAND, INC ARE ELIGIBLE FOR BONUSES IN PART BASED ON NET EARNINGS, EMPLOYEES RECEIVE A PERCENTAGE OF THE EXCESS REVENUES WHEN TARGET UNDERWRITING MARGINS ARE EXCEEDED. CERTAIN EMPLOYEES OF HEALTH NEW ENGLAND, INC ARE ALSO ELIGIBLE FOR A BONUS BASED ON THE PERFORMANCE OF BAYSTATE HEALTH, INC. |
| PART I, LINE 7 | CERTAIN EMPLOYEES OF HEALTH NEW ENGLAND, INC ARE ELIGIBLE FOR BONUSES IN PART BASED ON NUMBERS OF MEMBERS BY LINES OF BUSINESSES, QUALITY MEASURES, ACHIEVEMENT OF MEDICARE STAR RATINGS, NCQA EVALUATION, MEDICAID QUALITY AND PERFORMANCE AND QUALITY STANDARDS AROUND POPULATION HEALTH ALONG WITH OTHER OPERATIONAL METRICS OF PERFORMANCE. |
| SCHEDULE J, PART I, LINE 3 | HEALTH NEW ENGLAND, INC USES AN INDEPENDENT COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, AND APPROPRIATE COMPARABILITY DATA AND APPROVAL BY THE COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF ITS KEY OFFICERS, DIRECTORS, AND EMPLOYEES. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINLILL LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | OWNED BY MICHAEL FASO | RelationshipDescriptionTxt |
| Transaction | $248,050 | TransactionAmt |
| Transaction | DURING THE 2023 TAX REPORTING PERIOD, GINLILL, LLC PROVIDED HEALTH NEW ENGLAND, INC. WITH DATA MODERNIZATION AND CORE SYSTEM UPGRADE SERVICES. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | IN 2023, HEALTH NEW ENGLAND FUNDED PROGRAMS THAT SERVED THE NEEDS OF SPECIFIC VULNERABLE AND LOW-INCOME COMMUNITIES WITHIN OUR SERVICE AREA AND ALIGN WITH THE HEALTH PRIORITIES AND SOCIAL AND ECONOMIC DETERMINANTS OF HEALTH AS IDENTIFIED BY THE 2022 CHNA. IN 2023, HEALTH NEW ENGLAND FURTHER ADVANCED EXISTING MULTIYEAR COMMITMENTS TO ORGANIZATIONS THROUGH THE WHERE HEALTH MATTERS GRANT PROGRAM, WITH $250,000 ADDITIONAL GRANT FUNDS. BERKSHIRES NURSING FAMILIES (BNF) RECEIVED $50,000 IN FUNDING TO SUPPORT THE "INVESTING IN LACTATION SUPPORT FOR FAMILIES OF COLOR AND BLACK BIRTHING SUPPORT IN THE BERKSHIRES." OVER THE NEXT YEAR, BNF WILL PROVIDE ACCESS TO CULTURALLY RELEVANT AND RESPONSIVE PERINATAL HEALTH SUPPORTS FOR BIRTHING PEOPLE OF COLOR AND INFANTS OF COLOR IN BERKSHIRE COUNTY. (YEAR 1 OUT OF 1) GARDENING THE COMMUNITY (GTC) RECEIVED $50,000 IN FUNDING TO SUPPORT THE "USE HIP, GET HEALTHY". OVER THE NEXT YEAR, GTC WILL FORMALIZE OUTREACH STRATEGIES AND STRENGTHEN ORGANIZATIONAL PARTNERSHIPS TO DEVELOP A CITYWIDE SYSTEMS APPROACH TO HEALTHY INCENTIVE PROGRAM (HIP) OUTREACH. ACTIVITIES INCLUDE BUT ARE NOT LIMITED TO: 1) HIRING A HIP OUTREACH MANAGER AND SIX RESIDENT PEER HIP EDUCATORS (3 BILINGUAL); 2) EDUCATING PARENT LIAISONS AT SPRINGFIELD AND HOLYOKE ELEMENTARY SCHOOLS; 3) IDENTIFYING 35 AGENCIES TO RECEIVE HIP TRAININGS; AND 4) HOSTING BIWEEKLY POP-UP PRODUCE MARKETS AT BRIGHTWOOD AND CARING HEALTH CENTERS, SQUARE ONE, AND SUMMER MEAL DISTRIBUTION SITES. (YEAR 1 OUT OF 1) VOLUNTEERS IN MEDICINE BERKSHIRES (VIM) RECEIVED $50,000 IN FUNDING TO SUPPORT THE "TRAINING FOR TRAUMA-INFORMED CARE AND BUILDING A MEDICAL/LEGAL/BEHAVIORAL HEALTH CARE MODEL." OVER THE NEXT YEAR, VIM WILL IMPROVE HEALTH OUTCOMES AND REDUCE HEALTH CARE COSTS BY PROVIDING INTEGRATED MEDICAL, BEHAVIORAL, SOCIAL AND LEGAL SERVICES AND ADDRESSING SOCIAL DETERMINANTS OF HEALTH FOR BERKSHIRE COUNTY IMMIGRANTS. (YEAR 1 OUT OF 1) THE CARE CENTER RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO PROVIDE A STABLE, INSPIRING, AND SAFE HOME FOR YOUNG FAMILIES BY SUPPORTING YOUNG MOTHERS IN THE PROCESS OF ATTAINING THEIR COLLEGE DEGREE. IN MAY OF 2023, THE CARE CENTER DISCONTINUED THEIR PARTNERSHIP WITH WAY FINDERS, AND DEVELOPED A NEW PARTNERSHIP WITH HOLYOKE HOUSING AUTHORITY. THE CARE CENTER HAS RECEIVED TEN HOUSING VOUCHERS, WITH TWO CARE CENTER STUDENTS AND THEIR FAMILIES MOVED INTO THEIR NEW HOMES. (YEAR 3 OUT OF 3) WELLSPRING RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THE "GO FRESH MOBILE MARKET PROGRAM". GO FRESH MARKET WILL 1) DOUBLE THE NUMBER OF PEOPLE IT PROVIDES ACCESS TO FRESH, HEALTHY, LOCAL FOODS; 2) ENACT A PILOT PROGRAM TO EXPAND THE GO FRESH FARMERS MARKET THROUGHOUT WINTER PROVIDING YEAR-ROUND ACCESS TO HEALTH FOODS; 3) PARTNER WITH LOCAL HEALTH CLINICS TO ESTABLISH A FOOD REFERRAL PROGRAM THAT MEETS THE NEEDS OF PATIENTS WITH CHRONIC CONDITIONS THROUGH EDUCATION AND ACCESS TO HEALTHY FOODS; AND 4) CONTINUE TO SUPPORT MINORITY AND IMMIGRANT FARMERS VIA THE WELLSPRING HARVEST GREENHOUSE PROGRAM IN THE INDIAN ORCHARD NEIGHBORHOODS. (YEAR 3 OUT OF 3) IN 2023, HEALTH NEW ENGLAND AWARDED $97,500 IN DEIB MINI GRANTS TO 18 LOCAL NON-PROFIT ORGANIZATIONS (AVERAGE GRANT $5,400) TO SUPPORT PROGRAMS THAT ADDRESS MENTAL HEALTH AND COMBATTING THE OPIOID CRISIS. EACH PROGRAM FOCUSED ON BOTH HEALTH EQUITY AND SOCIAL DETERMINANTS OF HEALTH. IN 2023, HEATLH NEW ENGLAND AWARDED CLINICAL & SUPPORT OPTIONS (CSO) $10,000 GRANT TO SUPPORT THEIR FRIENDS OF THE HOMELESS (FOH) PROGRAM. FUNDS FROM THE GRANT HELPED IMPROVE THE FOOD QUALITY AND NUTRITIONAL VALUE OF THE CRITICAL MEALS BEING SERVED AT THE FOH EMERGENCY SHELTER PROGRAM IN SPRINGFIELD, MA. FOH SERVES UNHOUSED OR HOUSING INSECURE, LOW INCOME ADULT INDIVIDUALS IN THE GREATER SPRINGFIELD AREA, AND IN 2023 SERVED OVER 160,000 HOT NUTRITIOUS MEALS. IN 2023, HEALTH NEW ENGLAND AWARDED INDIAN ORCHARD CITIZENS COUNCIL WITH A $20,000 PLANNNING GRANT TO SUPPORT THEIR HEALTH EQUITY AND ACCESS PROGRAM MOTHERS OF COLOR MATERNAL HEALTH PROGRAM (HEAP). THE GOAL OF THE HEAP PLANNING GRANT IS TO DEVELOP FOUNDATIONAL COMMUNITY INITIATIVE CAPABLE OF SUPPORTING FAMILY AND COMMUNITY ENGAGEMENT NEEDS OF NEW AND EXPECTANT MOTHERS OF COLOR AND FAMILIES OF INDIAN ORCHARD. THE PUBLIC HEALTH INSTITUTE OF WESTERN MA RECEIVED $45,000 TO HELP PROVIDE INFRASTUCTURE SUPPORT TO THE REGION IN A VARIETY OF AREAS, INCLUDING CONVENING MULTI-SECTOR PARTNERSHIPS; DESIGN AND IMPLEMENTATION OF HEALTH PROGRAMS TARGETED TO ENTIRE POPULATIONS; POLICY ADVOCACY AND RESEARCH AND EVALUATION. THE UNITED WAY OF PIONEER VALLEY RECEIVED A $20,000 GRANT TO SUPPORT THEIR CHICOPEE, HOLYOKE AND SPRINGFIELD SERVICE CENTERS THAT PROVIDE BASIC NEEDS AND FINANCIAL WELLNESS TO COMMUNITY MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990, PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIPS WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF AFFILIATED ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | AS A MASSACHUSETTS NONPROFIT ORGANIZATION, HEALTH NEW ENGLAND, INC. HAS NO STOCKHOLDERS AND ONE LEGAL MEMBER - BAYSTATE HEALTH, INC. HEALTH NEW ENGLAND, INC. REFERS TO ITS ENROLLEES AS "MEMBERS", BUT HEALTH NEW ENGLAND, INC.'S ORGANIZATIONAL DOCUMENTS AND BY LAWS GIVE ENROLLEES NO ORGANIZATIONAL MEMBERSHIP STATUS FROM A LEGAL PERSPECTIVE. |
| FORM 990, PART VI, SECTION A, LINE 7A | BAYSTATE HEALTH, INC. IS THE SOLE MEMBER OF HEALTH NEW ENGLAND, INC. CONSEQUENTLY, BAYSTATE HEALTH HAS FINAL AUTHORITY ON ALL APPOINTMENTS AND ELECTIONS TO THE HEALTH NEW ENGLAND, INC BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE HEALTH NEW ENGLAND, INC. ("HNE") GOVERNANCE COMMITTEE (THE "COMMITTEE") IS MADE UP OF MEMBERS OF THE HNE BOARD OF DIRECTORS AND THE HNE GENERAL COUNSEL, WHO SERVES IN AN ADVISORY, NON-VOTING CAPACITY. THE COMMITTEE IS RESPONSIBLE FOR OVERSEEING AND MAKING RECOMMENDATIONS ON MATTERS AFFECTING THE GOVERNANCE OF HNE AND ITS AFFILIATES, CONSISTENT WITH THE HNE BYLAWS. THE PRINCIPAL ACTIVITIES OF THE COMMITTEE ARE TO DEVELOP AND RECOMMEND TO THE BOARD PROCEDURES AND POLICIES DESIGNED TO PROVIDE FOR EFFECTIVE AND EFFICIENT GOVERNANCE, INCLUDING BUT NOT LIMITED TO: EVALUATION OF THE BOARD AND THE BOARD CHAIR; RECRUITMENT AND RECOMMENDATION OF CANDIDATES FOR BOARD MEMBERSHIP; BOARD ORIENTATION AND EDUCATION; SUCCESSION PLANNING FOR THE BOARD CHAIR AND OTHER BOARD LEADERS AND PERIODIC REVIEW AND AMENDMENT OF COMMITTEE CHARTERS AND CORPORATE BY LAWS AS NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO THE FILING OF THIS RETURN APPROPRIATE PARTS OF THIS FORM 990 WERE REVIEWED BY REPRESENTATIVES FROM THE FINANCE AND LEGAL DEPARTMENTS OF HEALTH NEW ENGLAND, INC., SOME OF WHOM ARE OFFICERS OF THE FILING ORGANIZATION. THE ENTIRE RETURN WAS REVIEWED BY A TAX EXPERT FROM AN OUTSIDE ACCOUNTING FIRM. THE ENTIRE RETURN WAS SENT OUT TO THE BOARD OF DIRECTORS AND OFFICERS OF HEALTH NEW ENGLAND, INC. FOR COMMENT AND REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | HEALTH NEW ENGLAND, INC. HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. ALL DIRECTORS, OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OF HEALTH NEW ENGLAND AND ITS AFFILIATES ARE ASKED TO COMPLETE AN ANNUAL "CONFLICT OF INTEREST" DISCLOSURE SURVEY. WE USE AN ELECTRONIC DATABASE TO RECEIVE AND MANAGE ALL ANNUAL CONFLICT OF INTEREST SUBMISSIONS. THIS INFORMATION IS REVIEWED BY THE HEALTH NEW ENGLAND DIRECTOR OF COMPLIANCE AND SHARED WITH THE HNE COMPLIANCE COMMITTEE. POTENTIAL CONFLICT OF INTEREST ARE REVIEWED AS APPROPRIATE UNDER THE POLICY, WHICH PROVIDES FOR RECUSAL FROM DISCUSSION AND DELIBERATION BY ANY PARTY WITH A POTENTIAL CONFLICT OF INTEREST AND WELL AS OTHER PERTINENT MANAGEMENT ACTIONS. HEALTH NEW ENGLAND EMPLOYEES ALSO SIGN AN ANNUAL STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY; AND (C) HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE PRESIDENT AND CEO AND OF OTHER KEY OFFICERS IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS (KORN FERRY/HAY GROUP) FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA. THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE INDEPENDENT COMPENSATION COMMITTEE OF HEALTH NEW ENGLAND, INC. AND ALL SUCH DELIBERATIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION |
| FORM 990, PART XI, LINE 9: | CHANGE IN NON ADMITTED ASSETS -3,166,698. |
| FORM 990, PART XII, LINE 1: | THE AUDITED FINANCIAL STATEMENTS ARE BASED ON INSURANCE STATUTORY ACCOUNTING PRINCIPLES (SAP) PROMULGATED BY THE ACCOUNTING PRACTICES AND PROCEDURES TASK FORCE UNDER THE AUSPICES OF THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS (NAIC). THIS FORM OF ACCOUNTING IS TYPICALLY LOOKED UPON AS MORE CONSERVATIVE THAN ACCRUAL ACCOUNTING WITHOUT QUITE BEING CASH BASIS. THE ACCOMPANYING STATUTORY BASIS FINANCIAL STATEMENTS HAVE BEEN PREPARED IN ACCORDANCE WITH NAIC STATEMENTS OF STATUTORY ACCOUNTING PRINCIPLES (SSAP) AND IN ACCORDANCE WITH STATUTORY ACCOUNTING PRACTICES (SAP) PRESCRIBED BY THE STATE OF MASSACHUSETTS, WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). SUCH PRACTICES VARY FROM GAAP PRINCIPALLY AS FOLLOWS: INVESTMENTS - FOR STATUTORY, INVESTMENTS IN BONDS ARE REPORTED AT AMORTIZED COST OR FAIR VALUE BASED ON THEIR NAIC RATING. FOR GAAP PURPOSES, SUCH FIXED MATURITY INVESTMENTS WOULD BE DESIGNATED AT PURCHASE AS HELD-TO-MATURITY TRADING OR AVAILABLE FOR SALE. HELD-TO-MATURITY FIXED INVESTMENTS WOULD BE REPORTED AT AMORTIZED COST AND THE REMAINING FIXED MATURITY INVESTMENTS WOULD BE REPORTED AT FAIR VALUE. FOR STATUTORY PURPOSES, UNREALIZED GAINS AND LOSSES ON INVESTMENTS ARE EXCLUDED FROM NET INCOME AND REPORTED AS AN INCREASE OR DECREASE IN CAPITAL AND SURPLUS. DECREASES IN FAIR VALUE THAT ARE DETERMINED BY MANAGEMENT TO BE OTHER THAN TEMPORARY ARE REPORTED AS REALIZED LOSSES. THE ORGANIZATION HAS ELECTED THE FAIR VALUE OPTION FOR CERTAIN OF ITS INVESTMENTS. ALL SINGLE CLASS AND MULTI CLASS MORTGAGE BACKED/ASSET BACKED SECURITIES (E.G. CMOS) ARE ADJUSTED FOR THE EFFECTS OF CHANGES IN PREPAYMENT ASSUMPTIONS ON THE RELATED ACCRETION OF DISCOUNT OR AMORTIZATION OF PREMIUM OF SUCH SECURITIES USING PROSPECTIVE METHOD. IF IT IS DETERMINED THAT A DECLINE IN FAIR VALUE IS OTHER THAN TEMPORARY, THE COST BASIS OF THE SECURITY IS WRITTEN DOWN TO THE PRESENT VALUE OF ESTIMATED FUTURE CASH FLOWS USING THE ORIGINAL EFFECTIVE INTEREST RATE INHERENT IN THE SECURITY. NON ADMITTED ASSETS - CERTAIN ASSETS ARE DESIGNATED AS NON- ADMITTED. THESE ASSETS (WHICH ARE PRINCIPALLY ELECTRONIC DATA PROCESSING EQUIPMENT, PREPAID ITEMS, CERTAIN HEALTH RECEIVABLES, RECEIVABLES OVER 90 DAYS PAST DUE AND NON-AUDITED EQUITY VALUE OF SUBSIDIARIES) ARE EXCLUDED FROM THE ACCOMPANYING STATEMENTS OF ADMITTED ASSETS, LIABILITIES AND CAPITAL AND SURPLUS. THESE ITEMS ARE CHARGED DIRECTLY TO UNASSIGNED SURPLUS. UNDER GAAP, SUCH ASSETS ARE INCLUDED IN THE BALANCE SHEET, TO THE EXTENT THEY ARE NOT IMPAIRED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAYSTATE HEALTH INC | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 042105941 | IMPROVE HEALTH OF PEOPLE IN THE COMMUNITY | MA | 501(C)(3) | 7 | N/A | 0 | |
| BAYSTATE MEDICAL CENTER INC | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 042790311 | ACUTE CARE TEACHING HOSPITAL | MA | 501(C)(3) | 3 | 0 | BAYSTATE HEALTH INC | |
| VISITING NURSE ASSN AND HOSPICE OF WESTERN NEW ENGLAND INC | |||||||||||
| 30 CAPITAL DRIVE SUITE A | WEST SPRINGFIELD | MA | 01089 | 042105803 | HOME HEALTH AND HOSPICE CARE | MA | 501(C)(3) | 10 | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE HEALTH FOUNDATION INC | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01099 | 042790311 | FUNDRAISING | MA | 501(C)(3) | 7 | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE ADMINISTRATIVE SERVICES INC | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01099 | 222747685 | ADMINISTRATIVE SERVICES | MA | 501(C)(3) | 12C, III-FI | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE TOTAL HOMECARE INC | |||||||||||
| 280 CHESTNUT STREET | SPRINGFIELD | MA | 01104 | 203260764 | REAL ESTATE AND OTHER | MA | 501(C)(3) | 12B, II | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE WING HOSPITAL CORPORATION | |||||||||||
| 40 WRIGHT STREET | PALMER | MA | 01069 | 222519813 | HOSPITAL | MA | 501(C)(3) | 3 | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE NOBLE HOSPITAL CORPORATION | |||||||||||
| 115 WEST SILVER STREET | WESTFIELD | MA | 010861634 | 222537423 | HOSPITAL | MA | 501(C)(3) | 3 | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE FRANKLIN MEDICAL CENTER | |||||||||||
| 164 HIGH STREET | GREENFIELD | MA | 01301 | 042103575 | HOSPITAL | MA | 501(C)(3) | 3 | 0 | BAYSTATE HEALTH INC | |
| HNE OF CONNECTICUT INC | |||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 01104 | 465190134 | HMO | CT | 501(C)(4) | Yes (1) | HEALTH NEW ENGLAND INC | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| BAYSTATE HEALTH URGENT CARE | |||||||||
| 700 CONGRESS ST | QUINCY | MA | 02169 | 384059312 | URGENT HEALTCARE | MA | N/A | 0 | 0 |
| AMSURG BMC LLC | |||||||||
| 1A BURTON HILLS BOULEVARD | NASHVILLE | TN | 372156187 | 843258572 | MEDICAL SERVICES | MA | N/A | 0 | 0 |
| ORTHOPEDIC SURGEONS ALLIANCE | |||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 881824108 | MEDICAL SERVICES | MA | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INGRAHAM CORPORATION | ||||||||||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 043016257 | HEALTH CARE AND OTHER BUSINESS ACTIVITY | MA | N/A | C | 0 | |||||||||
| HNE INSURANCE SERVICES INC | ||||||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 043183019 | COLLECTION OF SERVICES FOR ANCILLARY SERVICES | MA | C | Yes (1) | HNE HOLDING CORPORATION | $17,848 | $157,699 | 1.00000 | ||||||
| HNE ADVISORY SERVICES | ||||||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 043012347 | ADMINISTRATIVE SERVICES | MA | C | Yes (1) | HNE HOLDING CORPORATION | -$438,208 | $16,199,581 | 1.00000 | ||||||
| HNE HOLDING CORPORATION | ||||||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 464620480 | HOLDING COMPANY | MA | C | Yes (1) | HEALTH NEW ENGLAND INC | -$2,083,180 | $3,802,115 | 1.00000 | ||||||
| BAYSTATE HEALTH INSURANCE COMPANY LTD | ||||||||||||||||||
| 980421413 | OFFSHORE CAPTIVE INSURANCE | N/A | C | 0 | N CHURCH STREET | GEORGETOWN GRAND CAYMAN | CJ | KYI - 1104 | CJ | |||||||||
| HNE INSURANCE COMPANY INC | ||||||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 454462433 | PROVIDE MEDICARE MED SUPP SERVICES | MA | C | Yes (1) | HNE HOLDING CORPORATION | -$1,688,740 | $5,881,335 | 1.00000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HNE ADVISORY SERVICES | ||
| L | $17,303,025 | LEDGER ACTIVITY |
| HNE INSURANCE COMPANY INC | ||
| L | $735,969 | LEDGER ACTIVITY |
| HNE ADVISORY SERVICES | ||
| Q | $14,000,000 | LEDGER ACTIVITY |
| HNE INSURANCE COMPANY INC | ||
| Q | $1,174,873 | LEDGER ACTIVITY |
| HNE HOLDING CORPORATION | ||
| B | $2,100,000 | LEDGER ACTIVITY |
| HNE INSURANCE SERVICES INC | ||
| L | $17,848 | LEDGER ACTIVITY |