BAYSTATE ADMINISTRATIVE SERVICES INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BAYSTATE ADMINISTRATIVE SERVICES INC (EIN 22-2747685)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-12
- IRS object ID
- 202332249349300203
- Schema version
- 2021v4.2
- 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 | 2023-08-12T06:27:36-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | 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 | 30 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101120015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222747685 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAYSTATE ADMINISTRATIVE SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYS | BusinessNameControlTxt |
| Phone | 4137947872 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 759 CHESTNUT STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011990001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAYMOND MCCARTHY | PersonNm |
| Person Title | SVP FINANCE, CFO & TREASURER | PersonTitleTxt |
| Phone | 4137947872 | PhoneNum |
| Signature | 2023-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAYMOND | PersonFirstNm |
| Person Last | MCCARTHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD P TERESCO | PreparerPersonNm |
| PTIN | P00247720 | PTIN |
| Phone | 2124367613 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RAYMOND MCCARTHY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 759 CHESTNUT STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011990001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $166,039,560 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 5611 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BAYSTATEHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ORGANIZATION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES EVERY DAY, WITH QUALITY AND COMPASSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 611 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $379,368 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $91,741 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $146,792,789 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $163,593,315 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,003 | PYInvestmentIncomeAmt |
| CY Investment Income | -$19,951 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,867,829 | PYOtherRevenueAmt |
| CY Other Revenue | $2,196,480 | CYOtherRevenueAmt |
| PY Total Revenue | $148,686,621 | PYTotalRevenueAmt |
| CY Total Revenue | $165,861,585 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $75,489,748 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $80,919,746 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,994,774 | PYOtherExpensesAmt |
| CY Other Expenses | $85,124,453 | CYOtherExpensesAmt |
| PY Total Expenses | $148,484,522 | PYTotalExpensesAmt |
| CY Total Expenses | $166,044,199 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $202,099 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$182,614 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,895,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,589,563 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $65,857,966 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73,612,570 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$23,962,905 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$30,023,007 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE ORGANIZATION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES EVERY DAY, WITH QUALITY AND COMPASSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,907,317 | ExpenseAmt |
| Revenue | $65,447,523 | RevenueAmt |
| Desc | BAYSTATE ADMINISTRATIVE SERVICES PROVIDES MANAGEMENT AND ADMINISTRATIVE SUPPORT TO BAYSTATE HEALTH AND ITS AFFILIATES. THESE SERVICES ARE AN INTEGRAL PART OF THE HEALTHCARE DELIVERY SYSTEM AND INCLUDE STRATEGIC PLANNING, HUMAN RESOURCES, RISK MANAGEMENT (INSURANCE) PROGRAMS, MARKETING, FINANCIAL SERVICES AND BENEFIT PLANS ADMINISTRATION FOR ALL HEALTH SYSTEM EMPLOYEES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $98,350,174 | ExpenseAmt |
| Revenue | $100,200,883 | RevenueAmt |
| Desc | BAYSTATE ADMINISTRATIVE SERVICES PROVIDES INFORMATION TECHNOLOGY SUPPORT TO BAYSTATE HEALTH AND ITS AFFILIATES. THESE SERVICES ARE AN INTEGRAL PART OF THE HEALTHCARE DELIVERY SYSTEM AND INCLUDE ALL SOFTWARE APPLICATIONS, TELECOMMUNICATIONS, CLINICAL ENGINEERING, AND COMPUTERIZED EQUIPMENT AT THE HOSPITALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $137,257,491 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| 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 | 0 | 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 | 0 | 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 | 0 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 166 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 611 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | 0 | 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 | LAURIE MARTIN BAYSTATE HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4137940000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 759 CHESTNUT STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01199 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MARK A KEROACK MD | ||||||||||
| PRESIDENT/DIRECTOR | 8.00 | 42.00 | Yes (X) | Yes (X) | $2,310,853 | $0 | $32,959 | |||
| MARION MCGOWAN | ||||||||||
| DIRECTOR/EVP COO | 5.00 | 45.00 | Yes (X) | $1,417,231 | $0 | $228,343 | ||||
| ANDREW ARTENSTEIN MD | ||||||||||
| DIRECTOR/PRESIDENT BMP CPE | 5.00 | 45.00 | Yes (X) | $1,104,510 | $0 | $37,319 | ||||
| RAYMOND MCCARTHY | ||||||||||
| TREASURER/DIRECTOR | 5.00 | 45.00 | Yes (X) | Yes (X) | $1,045,794 | $0 | $26,405 | |||
| VANESSA L SMITH | ||||||||||
| DIRECTOR/SVP/CLO | 50.00 | 0.00 | Yes (X) | $678,833 | $0 | $41,927 | ||||
| JANE E ALBERT | ||||||||||
| DIRECTOR (THRU 7/1/22)/SVP COMM | 50.00 | 0.00 | Yes (X) | $607,350 | $0 | $61,601 | ||||
| KRISTIN MORALES-LEMIEUX | ||||||||||
| DIRECTOR/SVP/CHRO | 49.00 | 1.00 | Yes (X) | $537,121 | $0 | $120,578 | ||||
| KRISTIN R DELANEY | ||||||||||
| CLERK | 8.00 | 42.00 | Yes (X) | $168,920 | $0 | $42,432 | ||||
| NANCY REMILLARD | ||||||||||
| ASSISTANT CLERK | 43.00 | 7.00 | Yes (X) | $60,157 | $0 | $12,044 | ||||
| JOEL L VENGCO | ||||||||||
| VP INFORMATION SERVICES | 50.00 | 0.00 | $727,477 | $0 | $48,288 | Yes (X) | ||||
| TINA BASCH | ||||||||||
| VP/CHIEF INFO SECURITY OFFICER | 50.00 | 0.00 | $250,896 | $0 | $36,755 | Yes (X) | ||||
| DOUGLAS SALVADOR MD | ||||||||||
| SVP/CQO BH, CMO BMC | 10.00 | 40.00 | $716,693 | $0 | $50,605 | Yes (X) | ||||
| TEJAS GANDHI | ||||||||||
| VP/CHIEF OPERATING OFFICER | 10.00 | 40.00 | $693,184 | $0 | $34,524 | Yes (X) | ||||
| RONALD P BRYANT | ||||||||||
| PRES BAYSTATE NOBLE & FRANKLIN | 2.00 | 48.00 | $600,324 | $0 | $41,869 | Yes (X) | ||||
| BETTY K LARUE | ||||||||||
| COO BMP/VP AMBULATORY OFFICER | 10.00 | 40.00 | $535,565 | $0 | $63,913 | Yes (X) | ||||
| PATRICK SHEEHY | ||||||||||
| VP FINANCE/HOSP OPS/SUP CHAIN | 50.00 | 0.00 | $464,869 | $0 | $38,265 | Yes (X) | ||||
| NANCY SHENDELL-FALIK | ||||||||||
| FORMER DIRECTOR/PRES BMC | 0.00 | 0.00 | $2,436,285 | $0 | $26,936 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $14,356,062 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $944,763 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 223 | 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 |
|---|---|---|---|---|---|
| BAYTECHIT LLC | |||||
| 4 OPEN SQUARE WAY STE 310 | HOLYOKE | MA | 01040 | IT SERVICES | $4,166,692 |
| WITTKEIFFER INC | |||||
| 2015 SPRING RD STE 510 | OAK BROOK | IL | 60523 | CONSULTING | $1,794,207 |
| CERNER CORP | |||||
| PO BOX 959156 | ST LOUIS | MO | 63195 | IT SERVICES | $1,770,902 |
| VVC HOLDING CORP | |||||
| PO BOX 840952 | DALLAS | TX | 75284 | SOFTWARE MAINTENANCE | $1,248,756 |
| PARTS SOURCE | |||||
| PO BOX 645186 | CINCINNATI | OH | 45264 | IT SERVICES | $1,166,322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 71 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $91,741 | RelatedOrganizationsAmt |
| Total Contributions | $91,741 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AFFILIATE SUPPORT | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $163,593,315 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $163,355,336 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $237,979 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $163,593,315 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,024 | TotalRevenueColumnAmt |
| Exclusion | $58,024 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $177,975 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$77,975 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$77,975 | TotalRevenueColumnAmt |
| Exclusion | -$77,975 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PARTNERS FOR A HEALTH | 624200 | $1,169,789 | $1,169,789 | |
| WORKERS FOR REHAB | 621990 | $885,082 | $885,082 | |
| BAYCARE HEALTH PARTNER | 623000 | $141,389 | $141,389 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $220 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,196,480 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,861,585 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $165,410,427 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $379,368 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$19,951 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,597,792 | TotalAmt |
| Program Services | $8,029,346 | ProgramServicesAmt |
| Management And General | $1,568,446 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,463,220 | TotalAmt |
| Program Services | $2,060,687 | ProgramServicesAmt |
| Management And General | $402,533 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,663,865 | TotalAmt |
| Program Services | $46,567,423 | ProgramServicesAmt |
| Management And General | $9,096,442 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,883,534 | TotalAmt |
| Program Services | $3,248,897 | ProgramServicesAmt |
| Management And General | $634,637 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,943,737 | TotalAmt |
| Program Services | $4,135,844 | ProgramServicesAmt |
| Management And General | $807,893 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,367,598 | TotalAmt |
| Program Services | $3,653,857 | ProgramServicesAmt |
| Management And General | $713,741 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,506,142 | TotalAmt |
| Management And General | $1,506,142 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,500 | TotalAmt |
| Management And General | $34,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,649,299 | TotalAmt |
| Program Services | $10,582,184 | ProgramServicesAmt |
| Management And General | $2,067,115 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,344,759 | TotalAmt |
| Program Services | $1,125,002 | ProgramServicesAmt |
| Management And General | $219,757 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,553 | TotalAmt |
| Program Services | $230,523 | ProgramServicesAmt |
| Management And General | $45,030 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,205,047 | TotalAmt |
| Program Services | $46,183,587 | ProgramServicesAmt |
| Management And General | $9,021,460 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,646,488 | TotalAmt |
| Program Services | $2,214,006 | ProgramServicesAmt |
| Management And General | $432,482 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,486 | TotalAmt |
| Program Services | $140,116 | ProgramServicesAmt |
| Management And General | $27,370 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,773 | TotalAmt |
| Program Services | $465,787 | ProgramServicesAmt |
| Management And General | $90,986 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,353 | TotalAmt |
| Program Services | $40,451 | ProgramServicesAmt |
| Management And General | $7,902 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,015 | TotalAmt |
| Program Services | $94,546 | ProgramServicesAmt |
| Management And General | $18,469 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIP. REPAIRS/SUPPLIES | $5,030,306 | $4,208,267 | $822,039 |
| WORKFORCE REDUCTION | $2,837,786 | $2,374,042 | $463,744 |
| RECRUITMENT | $1,084,802 | $907,527 | $177,275 |
| DUES & MEMBERSHIP | $785,852 | $657,430 | $128,422 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,292 | TotalAmt |
| Program Services | $337,969 | ProgramServicesAmt |
| Management And General | $500,323 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,044,199 | TotalAmt |
| Program Services | $137,257,491 | ProgramServicesAmt |
| Management And General | $28,786,708 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,133,471 | BOYAmt |
| EOY | $10,364,406 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707,325 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,510,699 | BOYAmt |
| EOY | $1,900,408 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,988 | BOYAmt |
| EOY | $848,663 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,960,680 | BOYAmt |
| EOY | $10,903,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,680,479 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,571,472 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,228 | BOYAmt |
| EOY | $109,007 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,657,009 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,289,661 | BOYAmt |
| EOY | $19,463,763 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,895,061 | BOYAmt |
| EOY | $43,589,563 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,319,428 | BOYAmt |
| EOY | $41,924,624 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,538,538 | BOYAmt |
| EOY | $31,687,946 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,857,966 | BOYAmt |
| EOY | $73,612,570 | 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 | -$23,962,905 | BOYAmt |
| EOY | -$30,023,007 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$23,962,905 | BOYAmt |
| EOY | -$30,023,007 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,895,061 | BOYAmt |
| EOY | $43,589,563 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$182,614 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$105,218 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5,772,270 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 9 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (9 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| BAYSTATE HEALTH INC | ||||
| 042105941 | 7 | Yes (1) | $3,701,266 | $0 |
| BAYSTATE MEDICAL CENTER INC | ||||
| 042790311 | 3 | Yes (1) | $130,508,388 | $0 |
| BAYSTATE FRANKLIN MEDICAL CENTER | ||||
| 042103575 | 3 | Yes (1) | $8,305,353 | $0 |
| BAYSTATE WING HOSPITAL CORPORATION | ||||
| 222519813 | 3 | Yes (1) | $6,130,537 | $0 |
| VISITING NURSE ASSOCIATION & HOSPICE OF WNE INC | ||||
| 042105803 | 10 | Yes (1) | $1,820,447 | $0 |
| BAYSTATE MEDICAL PRACTICES INC | ||||
| 042888373 | 10 | Yes (1) | $6,776,893 | $0 |
| BAYSTATE HEALTH FOUNDATION INC | ||||
| 043549011 | 1 | Yes (1) | $112,931 | $0 |
| BAYSTATE NOBLE HOSPITAL | ||||
| 222537423 | 3 | Yes (1) | $2,936,978 | $0 |
| HEALTH NEW ENGLAND INC | ||||
| 042864973 | 10 | Yes (1) | $552,275 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 9 | SupportedOrganizationsTotalCnt |
| Support Sum | $160,845,068 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (1) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (1) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (1) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (1) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 3B: | A PRO FORMA FORM 990 SCHEDULE A PART III SUPPORTING ORGANIZATION SCHEDULE WAS PREPARED USING THE 4 YEARS THAT HEALTH NEW ENGLAND, INC., A 501(C)(4) ORGANIZATION HAS BEEN SO DESIGNATED. THE PRO FORMA SCHEDULE A RESULTED IN A 99.55% PUBLIC SUPPORT PERCENTAGE WHICH SUPPORTS THAT IF HEALTH NEW ENGLAND, INC. WAS A 501(C)(3) ORGANIZATION, IT WOULD QUALIFY AS A SUPPORTING ORGANIZATION UNDER 509(A)(2). |
| SCHEDULE A, PART IV, SECTION A, LINE 3C: | BAYSTATE HEALTH, INC. IS THE PARENT ORGANIZATION OF HEALTH NEW ENGLAND, INC. AND BAYSTATE ADMINISTRATIVE SERVICES, INC. BAYSTATE HEALTH, INC. HAS OVERLAPPING GOVERNANCE WITH HEALTH NEW ENGLAND, INC., INCLUDING THE TREASURER AND SEVERAL BOARD MEMBERS. THEY ALSO SHARE THE SAME AUDIT AND COMPLIANCE COMMITTEE. IN ADDITION, THE MISSION OF HEALTH NEW ENGLAND, INC., AS PART OF BAYSTATE HEALTH, INC. (AN INTEGRATED HEALTH CARE SYSTEM), IS TO IMPROVE THE OVERALL QUALITY OF LIFE AND HEALTH STATUS OF THE COMMUNITIES WE SERVE AND TO CONTRIBUTE TO THE ECONOMIC SUCCESS OF OUR REGION. HEALTH NEW ENGLAND, INC. 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. |
| SCHEDULE A, PART IV, SECTION D, LINE 3: | THE BOARD OF DIRECTORS OF BAYSTATE ADMINISTRATIVE SERVICES, INC. IS COMPRISED OF SR. MANAGEMENT OF ITS SUPPORTED ORGANIZATIONS INCLUDING ITS PARENT BAYSTATE HEALTH, INC. AND THUS ALL FINANCIALLY RELATED DECISIONS ARE MADE BY THE SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, PART IV, SECTION E, LINE 2A: | ORGANIZATIONS SUPPORTED BY BAS ARE LISTED ON SCHEDULE R, PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS AND PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST. ARTICLE II OF THE BAS ARTICLES OF ORGANIZATION STATES THE PURPOSES FOR WHICH THE CORPORATION WAS FORMED: TO PROMOTE THE HEALTH, CHARITABLE AND EDUCATIONAL PURPOSES OF BAYSTATE HEALTH, INC. AND ITS TAX EXEMPT AFFILIATES INCLUDING BAYSTATE MEDICAL CENTER, INC., BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE WING HOSPITAL CORPORATION, BAYSTATE NOBLE HOSPITAL CORPORATION, BAYSTATE HEALTH FOUNDATION, INC., BAYSTATE MEDICAL PRACTICES, INC., VISITING NURSE ASSOCIATION AND HOSPICE OF WESTERN NEW ENGLAND, INC., AND HEALTH NEW ENGLAND, INC., BY MANAGING, OPERATING, AND PROVIDING MANAGEMENT COUNSEL AND ADVICE IN CONNECTION WITH THE PROVISION OF MEDICAL OR HEALTH CARE AND SERVICES ANCILLARY THERETO, AND BY ENGAGING IN SUCH OTHER ACTIVITIES AS MAY BE APPROPRIATE AND AS ARE CONSISTENT WITH CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS, AS NOW IN FORCE OR HEREAFTER AMENDED, AND WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATE INTERNAL REVENUE LAW). |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $89,268 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $89,268 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT RECORDED AS TOTAL LOBBYING EXPENDITURES REPRESENTS BAS SALARIES AND OPERATING EXPENSES AS REPORTED ON MASSACHUSETTS PUBLIC RECORDS DIVISION LOBBYIST DISCLOSURE FOR ACTIVITIES RELATED TO HEALTH CARE POLICY, BILLS, AND APPROPRIATIONS | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $531,417 | OtherCostOrOtherBasisAmt |
| Depreciation | $514,004 | DepreciationAmt |
| Book Value | $17,413 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,148,937 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,057,468 | DepreciationAmt |
| Book Value | $91,469 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125 | OtherCostOrOtherBasisAmt |
| Book Value | $125 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $109,007 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATED COMPANIES | Desc |
| Book Value | $19,463,763 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $19,463,763 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATED COMPANIES | $28,293,685 |
| ACCRUED PENSION LIABILITY | $3,394,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $31,687,946 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NANCY SHENDELL-FALIK | ||||||||||||||
| FORMER DIRECTOR/PRES BMC | $370,367 | $0 | $0 | $0 | $2,065,918 | $0 | $5,800 | $0 | $21,136 | $0 | $2,463,221 | $0 | $4,125 | $0 |
| MARK A KEROACK MD | ||||||||||||||
| PRESIDENT/DIRECTOR | $1,265,625 | $0 | $635,250 | $0 | $409,978 | $0 | $14,500 | $0 | $18,459 | $0 | $2,343,812 | $0 | $4,125 | $0 |
| MARION MCGOWAN | ||||||||||||||
| DIRECTOR/EVP COO | $761,240 | $0 | $611,713 | $0 | $44,278 | $0 | $203,721 | $0 | $24,622 | $0 | $1,645,574 | $0 | $0 | $0 |
| ANDREW ARTENSTEIN MD | ||||||||||||||
| DIRECTOR/PRESIDENT BMP CPE | $651,619 | $0 | $236,600 | $0 | $216,291 | $0 | $18,850 | $0 | $18,469 | $0 | $1,141,829 | $0 | $4,125 | $0 |
| RAYMOND MCCARTHY | ||||||||||||||
| TREASURER/DIRECTOR | $621,140 | $0 | $224,219 | $0 | $200,435 | $0 | $24,650 | $0 | $1,755 | $0 | $1,072,199 | $0 | $0 | $0 |
| JOEL L VENGCO | ||||||||||||||
| VP INFORMATION SERVICES | $420,304 | $0 | $158,004 | $0 | $149,169 | $0 | $18,850 | $0 | $29,438 | $0 | $775,765 | $0 | $4,125 | $0 |
| DOUGLAS SALVADOR MD | ||||||||||||||
| SVP/CQO BH, CMO BMC | $407,963 | $0 | $154,347 | $0 | $154,383 | $0 | $18,850 | $0 | $31,755 | $0 | $767,298 | $0 | $4,125 | $0 |
| TEJAS GANDHI | ||||||||||||||
| VP/CHIEF OPERATING OFFICER | $382,974 | $0 | $111,263 | $0 | $198,947 | $0 | $5,800 | $0 | $28,724 | $0 | $727,708 | $0 | $4,125 | $0 |
| VANESSA L SMITH | ||||||||||||||
| DIRECTOR/SVP/CLO | $397,095 | $0 | $149,100 | $0 | $132,638 | $0 | $18,850 | $0 | $23,077 | $0 | $720,760 | $0 | $0 | $0 |
| JANE E ALBERT | ||||||||||||||
| DIRECTOR (THRU 7/1/22)/SVP COMM | $334,778 | $0 | $128,310 | $0 | $144,262 | $0 | $35,823 | $0 | $25,778 | $0 | $668,951 | $0 | $8,475 | $0 |
| KRISTIN MORALES-LEMIEUX | ||||||||||||||
| DIRECTOR/SVP/CHRO | $365,109 | $0 | $136,710 | $0 | $35,302 | $0 | $103,220 | $0 | $17,358 | $0 | $657,699 | $0 | $0 | $0 |
| RONALD P BRYANT | ||||||||||||||
| PRES BAYSTATE NOBLE & FRANKLIN | $433,515 | $0 | $115,313 | $0 | $51,496 | $0 | $18,850 | $0 | $23,019 | $0 | $642,193 | $0 | $4,125 | $0 |
| BETTY K LARUE | ||||||||||||||
| COO BMP/VP AMBULATORY OFFICER | $389,546 | $0 | $103,781 | $0 | $42,238 | $0 | $42,710 | $0 | $21,203 | $0 | $599,478 | $0 | $4,125 | $0 |
| PATRICK SHEEHY | ||||||||||||||
| VP FINANCE/HOSP OPS/SUP CHAIN | $313,020 | $0 | $138,550 | $0 | $13,299 | $0 | $24,650 | $0 | $13,615 | $0 | $503,134 | $0 | $0 | $0 |
| TINA BASCH | ||||||||||||||
| VP/CHIEF INFO SECURITY OFFICER | $193,108 | $0 | $56,750 | $0 | $1,038 | $0 | $11,720 | $0 | $25,035 | $0 | $287,651 | $0 | $0 | $0 |
| KRISTIN R DELANEY | ||||||||||||||
| CLERK | $151,546 | $0 | $15,990 | $0 | $1,384 | $0 | $16,223 | $0 | $26,209 | $0 | $211,352 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TAX GROSS UP / DISCRETIONARY SPENDING ACCOUNT - A FEW KEY EMPLOYEES WERE PROVIDED WITH REIMBURSEMENT FOR FINANCIAL AND TAX AND ESTATE PLANNING REQUIRING A TAX GROSS UP. THE ITEM ABOVE WAS TREATED AS TAXABLE COMPENSATION AS APPROPRIATE IN ACCORDANCE WITH BAYSTATE'S WRITTEN POLICIES WHICH REQUIRE COMPLIANCE WITH THE IRS'S ACCOUNTABLE PLAN RULES. |
| PART I, LINE 3 | THE COMPENSATION OF THE PRESIDENT IS REVIEWED AND DETERMINED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS). THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE PRESIDENT WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE PRESIDENT IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA.THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. AND ALL SUCH DELIBERATIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY. THE BAYSTATE ADMINISTRATIVE SERVICES, INC. BOARD OF DIRECTORS IS COMPOSED OF MANAGEMENT OF BAYSTATE HEALTH, INC. AND ITS AFFILIATES. THEREFORE IT IS MORE APPROPRIATE THAT THE ESTABLISHMENT AND REVIEW OF THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS BE PERFORMED AT THE BAYSTATE HEALTH LEVEL, WHICH HAS A MORE INDEPENDENT BOARD. |
| PART I, LINE 4A: | A SEVERANCE AGREEMENT WAS IN PLACE BETWEEN BAS AND KEY EXECUTIVES STATING THAT UNDER CERTAIN CIRCUMSTANCES THE EXECUTIVE WOULD RECEIVE COMPENSATION. NANCY SHENDELL-FALIK RECEIVED $2,000,000 IN 2021. TEJAS GANDHI RECEIVED $172,713 IN 2021. |
| PART I, LINE 4B: | JANE ALBERT - SUPPLEMENTAL RETIREMENT OF $108,333 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $99,858 EARNED AND PAID IN 2021 AND $8,475 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 $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. ANDREW ARTENSTEIN, MD TOTAL SUPPLEMENTAL RETIREMENT OF $175,376 INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $171,251 EARNED AND PAID IN 2021 AND $4,125 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 $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. RONALD P. BRYANT - SUPPLEMENTAL RETIREMENT OF $15,522 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $11,397 EARNED AND PAID IN 2021 AND $4,125 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 $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. TEJAS GANDHI - SUPPLEMENTAL RETIREMENT OF $5,966 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $1,841 EARNED AND PAID IN 2021 AND $4,125 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. MARK A. KEROACK, MD - SUPPLEMENTAL RETIREMENT OF $367,713 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $363,588 EARNED AND PAID IN 2021 AND $4,125 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. BETTY K. LARUE - SUPPLEMENTAL RETIREMENT OF $16,445 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $12,320 EARNED AND PAID IN 2021 AND $4,125 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 $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. RAYMOND MCCARTHY - SUPPLEMENTAL RETIREMENT OF $160,096 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2021. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. KRISTIN MORALES-LEMIEUX - SUPPLEMENTAL RETIREMENT OF $4,922 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2021. SUPPLEMENTAL RETIREMENT OF $88,720 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. VANESSA L. SMITH - SUPPLEMENTAL RETIREMENT OF $99,437 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2021. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. DOUGLAS SALVADOR, MD - SUPPLEMENTAL RETIREMENT OF $109,101 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $104,976 EARNED AND PAID IN 2021 AND $4,125 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 $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. JOEL L. VENGCO - SUPPLEMENTAL RETIREMENT OF $112,670 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $108,545 EARNED AND PAID IN 2021 AND $4,125 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 $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. PATRICK SHEEHY - SUPPLEMENTAL RETIREMENT OF $8,518 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2021. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. MARION MCGOWAN SUPPLEMENTAL RETIREMENT OF $189,221 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. NANCY SHENDELL-FALIK - SUPPLEMENTAL RETIREMENT OF $5,607 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $1,482 EARNED AND PAID IN 2021 AND $4,125 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | BAYSTATE ADMINISTRATIVE SERVICES (BAS) IS PART OF AN INTEGRATED DELIVERY SYSTEM INCLUDING NOT FOR PROFIT COMMUNITY HOSPITALS, WHICH HAVE COMMUNITY BOARDS. BAS IS A MANAGEMENT SERVICES SUPPORTING ORGANIZATION, WHICH SUPPORTS BAYSTATE HEALTH AND ITS AFFILIATES AND IS COMPRISED PRIMARILY OF BAS EMPLOYEES. THIS BOARD STRUCTURE HAS NOT CHANGED SIGNIFICANTLY SINCE THE ORGANIZATION APPLIED FOR EXEMPT STATUS. |
| 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 OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES IN THE BAYSTATE GROUP OF AFFILIATED ENTITIES AND IN THE COMMUNITY. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE FILING ORGANIZATION HAS ONE MEMBER, BAYSTATE HEALTH, INC. (BH). |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION ARE INDIVIDUALS SERVING EX OFFICIO BASED ON POSITIONS THEY HOLD WITH BAYSTATE HEALTH, INC. (BH). |
| FORM 990, PART VI, SECTION A, LINE 7B | UNDER MASSACHUSETTS LAW, A VOLUNTARY DISSOLUTION OF THE ORGANIZATION IS REQUIRED TO BE APPROVED BY BAYSTATE HEALTH, INC., AS THE SOLE MEMBER OF THE FILING ORGANIZATION. AS THE SOLE MEMBER, BAYSTATE HEALTH ALSO HAS THE AUTHORITY TO AMEND THE BYLAWS OF THE FILING ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING THE FORM 990, APPROPRIATE SECTIONS WERE REVIEWED BY THE TAX, FINANCE, AND HUMAN RESOURCES AREAS OF BAYSTATE HEALTH, INC. (THE SOLE MEMBER OF THE FILING ORGANIZATION AND THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS) AND BY OUTSIDE LEGAL COUNSEL. THE FORM 990 WAS ALSO REVIEWED BY TAX EXPERTS FROM AN INDEPENDENT ACCOUNTING FIRM AND SIGNED-OFF AS A PAID PREPARER. THE PROCESS, KEY AREAS AND ANY NEW CHANGES WERE REVIEWED PRIOR TO FILING WITH THE BAYSTATE HEALTH AUDIT AND COMPLIANCE COMMITTEE (ACC). THE ACC MEMBERS HAD AN OPPORTUNITY TO ASK QUESTIONS REGARDING THE TAX COMPLIANCE PROCESS AND THE TAX FILINGS IN GENERAL. THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BAYSTATE HEALTH BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BAYSTATE ADMINISTRATIVE SERVICE, INC. IS AN AFFILIATE OF BAYSTATE HEALTH, INC. (BH). BH AND ITS AFFILIATED ENTITIES HAVE A COMPREHENSIVE CONFLICT OF INTEREST POLICY APPLICABLE TO ALL OF THE AFFILIATED ENTITIES. ALL DIRECTORS, TRUSTEES, OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OF BH AND ITS AFFILIATES ARE ASKED TO COMPLETE AN ANNUAL "CONFLICT OF INTEREST" FORM. WE UTILIZE AN ELECTRONIC DATABASE TO RECEIVE AND MANAGE ALL CONFLICT OF INTEREST SUBMISSIONS. THIS INFORMATION IS REVIEWED BY THE CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHAIR OF THE BOARD OF TRUSTEES, CHIEF GENERAL COUNSEL AND THE CHAIR OF THE AUDIT & COMPLIANCE COMMITTEE. A SUMMARY OF THE CONFLICT OF INTEREST DISCLOSURES IS PROVIDED TO THE BAYSTATE HEALTH BOARD OF TRUSTEES AND THE TAX DEPARTMENT. POTENTIAL CONFLICT OF INTEREST TRANSACTIONS ARE REVIEWED AS APPROPRIATE UNDER THE POLICY, WHICH PROVIDES FOR RECUSAL FROM DISCUSSION AND DELIBERATION BY ANY PARTY WITH A POTENTIAL CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE PRESIDENT AND CEO IS REVIEWED AND DETERMINED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS). THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF BAYSTATE HEALTH, INC. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE PRESIDENT AND CEO AND OF OTHER OFFICERS WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE PRESIDENT AND CEO IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA. THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. THE COMPENSATION OF THE SENIOR VICE PRESIDENT, FINANCE, CFO AND TREASURER IS REVIEWED AND DETERMINED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS). THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF BAYSTATE HEALTH, INC. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE SENIOR VICE PRESIDENT, FINANCE, CFO AND TREASURER AND OF OTHER OFFICERS WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE SENIOR VICE PRESIDENT, FINANCE, CFO AND TREASURER IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA. THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES OF THE FILING ORGANIZATION IS DETERMINED BY THE PRESIDENT OF THE FILING ORGANIZATION IN ACCORDANCE WITH THE EXECUTIVE COMPENSATION PHILOSOPHY STATEMENT, IN CONSULTATION WITH HUMAN RESOURCES, BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS INCLUDING APPROPRIATE COMPARABILITY DATA OR THE BAYSTATE HEALTH BOARD APPROVED BUDGET AND WAGE PROGRAM FOR EACH FISCAL YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT WWW.BAYSTATEHEALTH.ORG. ARTICLES OF ORGANIZATION AND BYLAWS ARE GENERALLY AVAILABLE AT THE COMMONWEALTH OF MASSACHUSETTS WEBSITE. |
| FORM 990, PART XI, LINE 9: | ADJUSTMENT FOR MINIMUM PENSION LIABILITY -5,772,270. |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BAYSTATE HEALTH INC | ||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 042105941 | HEALTHCARE SYSTEM PARENT | MA | 501(C)(3) | 7 | BAYSTATE HEALTH INC | 0 |
| BAYSTATE MEDICAL CENTER INC | ||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 042790311 | ACUTE CARE TEACHING HOSPITAL | MA | 501(C)(3) | 3 | BAYSTATE HEALTH INC | 0 |
| BAYSTATE FRANKLIN MEDICAL CENTER | ||||||||||
| 164 HIGH STREET | GREENFIELD | MA | 01301 | 042103575 | HOSPITAL | MA | 501(C)(3) | 3 | BAYSTATE HEALTH INC | 0 |
| BAYSTATE WING HOSPITAL CORPORATION | ||||||||||
| 40 WRIGHT STREET | PALMER | MA | 01069 | 222519813 | HOSPITAL | MA | 501(C)(3) | 3 | BAYSTATE HEALTH INC | 0 |
| VISITING NURSE ASSN AND HOSPICE OF WESTERN NEW ENGLAND INC | ||||||||||
| 30 CAPITAL DRIVE SUITE A | WEST SPRINGFIELD | MA | 01089 | 042105803 | HOMEHEALTH AND HOSPICE CARE | MA | 501(C)(3) | 10 | BAYSTATE HEALTH INC | 0 |
| BAYSTATE TOTAL HOME CARE INC | ||||||||||
| 280 CHESTNUT STREET | SPRINGFIELD | MA | 01104 | 203260764 | REAL ESTATE AND OTHER | MA | 501(C)(3) | 12B, II | BAYSTATE MEDICAL CENTER INC | 0 |
| BAYSTATE HEALTH FOUNDATION INC | ||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 043549011 | FUNDRAISING | MA | 501(C)(3) | 7 | BAYSTATE HEALTH INC | 0 |
| BAYSTATE NOBLE HOSPITAL CORPORATION | ||||||||||
| 115 WEST SILVER STREET | WESTFIELD | MA | 010861634 | 222537423 | HOSPITAL | MA | 501(C)(3) | 3 | BAYSTATE HEALTH INC | 0 |
| HEALTH NEW ENGLAND INC | ||||||||||
| MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 042864973 | HMO/INSURANCE | MA | 501(C)(4) | BAYSTATE HEALTH INC | 0 | |
| HNE OF CONNECTICUT INC | ||||||||||
| MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 465190134 | HMO/INSURANCE | CT | 501(C)(4) | HEALTH NEW ENGLAND | 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HNE ADVISORY SERVICES INC | |||||||||||||
| MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 043012347 | ADMINISTRATIVE SERVICES | MA | N/A | C | 0 | ||||
| HNE INSURANCE SERVICES INC | |||||||||||||
| MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 043183019 | ANCILLIARY INSURANCE | MA | N/A | C | 0 | ||||
| INGRAHAM CORPORATION | |||||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 043016257 | HEALTH CARE AND OTHER BUSINESS ACTIVITIES | MA | N/A | C | 0 | ||||
| HNE HOLDING CORPORATION | |||||||||||||
| MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 464620480 | HOLDING SHARES IN SUBSIDIARY CORPORATIONS | MA | N/A | C | 0 | ||||
| HNE INSURANCE COMPANY INC | |||||||||||||
| MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 454462433 | HEALTH INS SVCS FOR MASS MEDICARE SUPPLEMENT MEMBERS | MA | N/A | C | 0 | ||||
| BAYSTATE HEALTH INSURANCE COMPANY LTD | |||||||||||||
| 980421413 | OFFSHORE CAPTIVE INSURANCE | N/A | C | 0 | NORTH CHURCH ST | GEORGETOWN | CJ | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HNE ADVISORY SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $72,812,631 | InvolvedAmt |
| Method Of Amount Determination | BOOK VALUE | MethodOfAmountDeterminationTxt |