STRATEGY STUDIO / PUBLIC DATA EXPLORER

HOLYOKE MEDICAL CENTER INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HOLYOKE MEDICAL CENTER INC (EIN 22-2520073)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-14
IRS object ID
202332269349300113
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

FieldValueIRS element (for citing)
Return2023-08-14T06:41:46-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010494526PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Newman & NoyesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 507AddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222520073EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Holyoke Medical Center IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOLYBusinessNameControlTxt
Phone4135342667PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 Beech StreetAddressLine1Txt
CityHolyokeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP010402223ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDean VitarisiPersonNm
Person TitleTreasurer & CFOPersonTitleTxt
Phone4135342667PhoneNum
Signature2023-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDeanPersonFirstNm
Person LastVitarisiPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonConnor SmartPreparerPersonNm
PTINP02285543PTIN
Phone2078792100PhoneNum
Preparation2023-08-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSpiridon E HatirasPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 Beech StreetAddressLine1Txt
CityHolyokeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP010402223ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$220,745,740GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.holyokehealth.comWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionAcute care hospital, providing medical and other healthcare services to residents of Holyoke, MA and the surrounding areas.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee1875TotalEmployeeCnt
Total Volunteers60TotalVolunteersCnt
Total Gross UBI$1,159,944TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$34,908NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$18,489,157PYContributionsGrantsAmt
CY Contributions Grants$14,199,793CYContributionsGrantsAmt
PY Program Service Revenue$181,927,774PYProgramServiceRevenueAmt
CY Program Service Revenue$204,628,982CYProgramServiceRevenueAmt
PY Investment Income-$287,015PYInvestmentIncomeAmt
CY Investment Income$457,637CYInvestmentIncomeAmt
PY Other Revenue$1,042,232PYOtherRevenueAmt
CY Other Revenue$1,016,186CYOtherRevenueAmt
PY Total Revenue$201,172,148PYTotalRevenueAmt
CY Total Revenue$220,302,598CYTotalRevenueAmt
PY Grants And Similar Paid$11,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$38,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$113,354,052PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$127,595,302CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$82,208,753PYOtherExpensesAmt
CY Other Expenses$91,539,813CYOtherExpensesAmt
PY Total Expenses$195,574,305PYTotalExpensesAmt
CY Total Expenses$219,173,615CYTotalExpensesAmt
PY Revenues Less Expenses$5,597,843PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,128,983CYRevenuesLessExpensesAmt
Total Assets BOY$113,328,179TotalAssetsBOYAmt
Total Assets EOY$113,711,951TotalAssetsEOYAmt
Total Liabilities BOY$102,791,644TotalLiabilitiesBOYAmt
Total Liabilities EOY$79,971,512TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,536,535NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$33,740,439NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOur Mission at Holyoke Medical Center is to improve the health of all people in our community. We do that with honesty, respect and dignity for our patients, visitors and staff. We do that through expert and compassionate care, education and knowledge sharing, community partnerships, fostering innovation and growth and by inspiring hope in all we touch. We do that by being good stewards of our resources and providing efficient and cost effective care to all.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$181,198,415ExpenseAmt
Grant$38,500GrantAmt
Revenue$204,628,982RevenueAmt
DescHolyoke Medical Center, Inc. (HMC) strives to serve the health needs of their medical service community in a high quality and efficient manner. See Schedule O for additional information.To this end, HMC shall: (1) provide compassionate care to all of whom it serves with a commitment to developing cultural diversity and competencies in our programs and workforce so that we may better serve our patients; (2) identify and serve those needs which are prevalent and substantial in the community as a whole, or within major population groups, and which can be adequately met by the provision of basic primary and secondary health care services; (3) provide information, education, and expertise to our community in order to promote the general health of its citizens; (4) provide an environment of excellence and growth in which health care professionals can use their skills and abilities to the fullest extent possible; (5) provide competitive wages and benefits, as well as safe and dignified working conditions, for all employees; (6) ensure financial responsibility in the operation of the medical center in order to guarantee the future viability of our mission; (7) provide a formal, public, and ongoing program of community benefits, in cooperation with community individuals and organizations, to improve the health status of the public including especially the medically and economically vulnerable. Holyoke Medical Center, Inc. provided inpatient, outpatient, OB/GYN, and emergency healthcare services and certain physician services to the residents of Holyoke, Massachusetts and the surrounding communities. Inpatient healthcare services included medical, surgical, critical care, cardiac, obstetrical, psychiatric, and oncology services. During FY 2022, HMC provided 38,188 patient days of inpatient services with 6,168 discharges. Outpatient healthcare services included a full array of diagnostic, therapeutic, and behavioral health services. During FY 2022, HMC had 334,334 outpatient visits. Emergency services were provided by a 24-hour emergency department. During FY 2022, HMC had 42,165 emergency department visits.Desc
Total Program Service Expenses$181,198,415TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document96IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1875EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dean VitarisiBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4135342667PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 Beech StreetAddressLine1Txt
CityHolyokeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP010402223ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Simon Ahtaridis MD
Director/Med. Director50.000.00Yes (X)$332,648$0$43,952
Debra Panitch MD
Director/General Surgeon (end 12/21)50.000.00Yes (X)$197,883$0$10,227
Spiridon E Hatiras
President & CEO, Clerk40.009.50Yes (X)$0$826,583$70,062Yes (X)
Dean Vitarisi
Treasurer & CFO40.008.00Yes (X)$0$279,705$37,139Yes (X)
Tom Buck MD
Director0.500.00Yes (X)$0$0$0
Brian M Canina
Director (end 3/22)0.500.00Yes (X)$0$0$0
Shannon Gurek
Director0.500.00Yes (X)$0$0$0
John Hazen
Director0.500.00Yes (X)$0$0$0
Sara Lawrence
Director0.500.00Yes (X)$0$0$0
Michael Marcotte
Director0.500.00Yes (X)$0$0$0
Mary Jo Maydew
Director0.500.50Yes (X)$0$0$0
Michael Sugrue
Director0.500.00Yes (X)$0$0$0
Idelia Smith
Chair1.000.50Yes (X)$0$0$0Yes (X)
Tricia Koss
Vice Chair1.000.00Yes (X)$0$0$0Yes (X)
Noah J Epstein MD
Orthopedic Surgeon50.000.00$879,348$0$22,532Yes (X)
Marc J Zerbe MD
Obstetrician / Gynecologist50.000.00$834,665$0$22,532Yes (X)
Alexander Berry MD
Urologist50.000.00$803,664$0$22,532Yes (X)
Nirav R Sheth MD
Cardiologist50.000.00$717,997$0$22,532Yes (X)
Hariharan Subramanian MD
Cardiologist50.000.00$704,488$0$6,104Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,470,693TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,106,288TotReportableCompRltdOrgAmt
Total Other Compensation$257,612TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K155IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Valley Health Systems Inc
20 Hospital DriveHolyokeMA01040Management Services$3,233,746
Quest Diagnostics Nichols Institute
14225 Newbrook DriveChantillyVA201512228Laboratory Services$2,799,649
Unidine Corporation
1000 Washington Street 510BostonMA02118Cafeteria Staffing$1,469,032
Sound Physicians of Massachusetts
PO Box 742936Los AngelesCA90074Physician Services$1,449,410
Med-Metrix LLC
9 Entin RoadParsippanyNJ07054Billing Services$983,333
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K42CntrctRcvdGreaterThan100KCnt
Related Organizations$54,610RelatedOrganizationsAmt
Government Grants$13,530,846GovernmentGrantsAmt
All Other Contributions$614,337AllOtherContributionsAmt
Noncash Contributions$6,588NoncashContributionsAmt
Total Contributions$14,199,793TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Patient Service Revenue621110$183,844,326$183,844,326
340B Pharmacy621110$8,165,335$8,165,335
Revenue Relief Payments621110$7,151,704$7,151,704
Miscellaneous Revenue621110$3,945,599$3,945,599
Affiliate Management Fees561000$717,100$717,100

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$804,918TotalRevenueColumnAmt
Related Or Exempt Func Income$804,918RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$204,628,982TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$534,674TotalRevenueColumnAmt
Exclusion$534,674ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$259,869RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$366,105RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$106,236RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$106,236TotalRevenueColumnAmt
Unrelated Business Revenue$37,522UnrelatedBusinessRevenueAmt
Exclusion-$143,758ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$77,037OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$77,037OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$77,037TotalRevenueColumnAmt
Exclusion-$77,037ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescNonPatient Lab (Net Contractuals)Desc
Business621500BusinessCd
Total Revenue Column$1,122,422TotalRevenueColumnAmt
Unrelated Business Revenue$1,122,422UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,122,422OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$220,302,598TotalRevenueColumnAmt
Related Or Exempt Func Income$204,628,982RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,159,944UnrelatedBusinessRevenueAmt
Exclusion$313,879ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$29,350TotalAmt
Program Services$29,350ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$9,150TotalAmt
Program Services$9,150ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$584,710TotalAmt
Program Services$520,944ProgramServicesAmt
Management And General$63,766ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$105,054,849TotalAmt
Program Services$93,773,684ProgramServicesAmt
Management And General$11,281,165ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,076,335TotalAmt
Program Services$1,846,995ProgramServicesAmt
Management And General$229,340ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,940,472TotalAmt
Program Services$10,273,805ProgramServicesAmt
Management And General$1,666,667ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,938,936TotalAmt
Program Services$7,086,425ProgramServicesAmt
Management And General$852,511ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,184,206TotalAmt
Management And General$3,184,206ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$252,657TotalAmt
Program Services$162,991ProgramServicesAmt
Management And General$89,666ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$215,280TotalAmt
Management And General$215,280ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$75,988TotalAmt
Management And General$75,988ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$24,282,134TotalAmt
Program Services$14,867,992ProgramServicesAmt
Management And General$9,414,142ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$233,234TotalAmt
Program Services$7,800ProgramServicesAmt
Management And General$225,434ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,508,643TotalAmt
Program Services$2,114,750ProgramServicesAmt
Management And General$2,393,893ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,992,834TotalAmt
Program Services$82,300ProgramServicesAmt
Management And General$1,910,534ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,915,546TotalAmt
Program Services$2,771,967ProgramServicesAmt
Management And General$143,579ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$22,121TotalAmt
Program Services$13,044ProgramServicesAmt
Management And General$9,077ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$947,778TotalAmt
Program Services$774,388ProgramServicesAmt
Management And General$173,390ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,456,397TotalAmt
Program Services$4,458,184ProgramServicesAmt
Management And General$998,213ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,788,850TotalAmt
Program Services$18,913ProgramServicesAmt
Management And General$2,769,937ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Medical Supplies$29,601,018$29,573,084$27,934
Bad Debt Expense$9,131,308$9,131,308
HSN Assessment$1,952,214$1,952,214
Laboratory Test$1,397,765$1,397,765

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,581,840TotalAmt
Program Services$331,362ProgramServicesAmt
Management And General$2,250,478ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$219,173,615TotalAmt
Program Services$181,198,415ProgramServicesAmt
Management And General$37,975,200ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$331,572BOYAmt
EOY$496,270EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,486,242BOYAmt
EOY$14,703,316EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,936,968BOYAmt
EOY$28,602,575EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$247,854BOYAmt
EOY$100,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,044,797BOYAmt
EOY$3,358,572EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$471,475BOYAmt
EOY$483,189EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$157,183,510LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$112,744,568LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$46,449,107BOYAmt
EOY$44,438,942EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,853,687BOYAmt
EOY$4,241,753EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$4,282,107BOYAmt
EOY$3,487,568EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$14,224,370BOYAmt
EOY$13,799,766EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$113,328,179BOYAmt
EOY$113,711,951EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$29,445,487BOYAmt
EOY$33,011,824EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,884,483BOYAmt
EOY$13,617,602EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$11,113,414BOYAmt
EOY$9,146,941EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$48,348,260BOYAmt
EOY$24,195,145EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$102,791,644BOYAmt
EOY$79,971,512EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,031,963BOYAmt
EOY$28,875,203EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,504,572BOYAmt
EOY$4,865,236EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,536,535BOYAmt
EOY$33,740,439EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$113,328,179BOYAmt
EOY$113,711,951EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,128,983ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,002,719NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$23,077,640OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other OrganizationsYes (1)GrantsOtherOrganizationsInd
Grants Other Organizations$15,988GrantsOtherOrganizationsAmt
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$60,000DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$75,988TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationThe Hospital hires outside consultants from time to time to perform services to further the Hospital's and the other System organizations' mission. A portion of those consulting fees paid to each firm was designated for lobbying endeavors. Dempsey, Lucey & Associates was paid a total of $60,000 by the Hospital related to lobbying activities for the System. The Hospital was also a member of the Massachusetts Health and Hospital Association (MHHA) during the fiscal year. A portion of the dues paid to this organization was available for lobbying expenditures on behalf of the Hospital and the other System organizations in furtherance of their exempt purposes. The portion of dues paid to MHHA that was available for lobbying was $15,988.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,527,403BeginningYearBalanceAmt
Investment Earnings Or Losses-$42,939InvestmentEarningsOrLossesAmt
Other Expenditures$61,374OtherExpendituresAmt
End Year Balance$1,423,090EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,346,962BeginningYearBalanceAmt
Investment Earnings Or Losses$215,145InvestmentEarningsOrLossesAmt
Other Expenditures$34,704OtherExpendituresAmt
End Year Balance$1,527,403EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,453,404BeginningYearBalanceAmt
Investment Earnings Or Losses$23,708InvestmentEarningsOrLossesAmt
Other Expenditures$130,150OtherExpendituresAmt
End Year Balance$1,346,962EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,407,944BeginningYearBalanceAmt
Investment Earnings Or Losses$45,460InvestmentEarningsOrLossesAmt
End Year Balance$1,453,404EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,401,965BeginningYearBalanceAmt
Investment Earnings Or Losses$5,979InvestmentEarningsOrLossesAmt
End Year Balance$1,407,944EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.32308PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.67692TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,942,994OtherCostOrOtherBasisAmt
Book Value$1,942,994BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$79,125,146OtherCostOrOtherBasisAmt
Depreciation$52,913,364DepreciationAmt
Book Value$26,211,782BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,893,903OtherCostOrOtherBasisAmt
Depreciation$10,214,677DepreciationAmt
Book Value$8,679,226BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$54,826,083OtherCostOrOtherBasisAmt
Depreciation$47,790,502DepreciationAmt
Book Value$7,035,581BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,395,384OtherCostOrOtherBasisAmt
Depreciation$1,826,025DepreciationAmt
Book Value$569,359BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$44,438,942TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Due from Affiliates$13,777
New Market Tax Credit Receivable$12,239,000
457(f) Pension Plan Assets$1,546,989
FieldValueIRS element (for citing)
Total Book Value Other Assets$13,799,766TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
Accrued Pension Cost$19,183,087
Asset Retirement Obligation$201,748
Estimated Third Party Payor Settlements, net$2,907,077
Insurance Claims Payable$1,903,233
FieldValueIRS element (for citing)
Total Liability$24,195,145TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$209,817,173TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$1,002,719NetUnrealizedGainsInvstAmt
Other Revenue$366,105OtherRevenueAmt
Revenue Not Reported-$636,614RevenueNotReportedAmt
Revenue Subtotal$210,453,787RevenueSubtotalAmt
Other Revenues Not Included$9,848,811OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$9,848,811RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$220,302,598TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$210,408,412TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$366,105OtherExpensesIncludedAmt
Expenses Not Reported$366,105ExpensesNotReportedAmt
Expenses Subtotal$210,042,307ExpensesSubtotalAmt
Other Expenses Not Included$9,131,308OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$9,131,308ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$219,173,615TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The endowment funds are held and administered by Valley Health Systems, Inc. The intended use of the funds is to provide a predictable, stable, and consistent stream of earnings for Holyoke Medical Center, Inc. to be used for free care and general operations.
Part X, Line 2:The Medical Center is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Tax-exempt organizations could be required to record an obligation for income taxes as the result of a tax position they have historically taken on various tax exposure items including unrelated business income or tax status. Under guidance issued by the Financial Accounting Standards Board, assets and liabilities are established for uncertain tax positions taken or positions expected to be taken in income tax returns when such positions are judged to not meet the "more-likely-than-not" threshold, based upon the technical merits of the position. Estimated interest and penalties, if applicable, related to uncertain tax positions are included as a component of income tax expense. The Medical Center has evaluated the position taken on its filed tax returns. The Medical Center has concluded no uncertain income tax positions exist at September 30, 2022. The Medical Center's tax years from 2020 through 2022 are open and subject to examination.
Part XI, Line 2d - Other Adjustments:Rental Expenses 366,105.
Part XI, Line 4b - Other Adjustments:Change in Beneficial Interest - VHS 717,503. Bad Debts Expense 9,131,308.
Part XII, Line 2d - Other Adjustments:Rental Expenses 366,105.
Part XII, Line 4b - Other Adjustments:Bad Debts Expense 9,131,308.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent150Yes (X)Percent150Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent300Yes (X)Percent300Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed Budget0ExpensesExceedBudgetInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,206,550TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$395,522DirectOffsettingRevenueAmt
Net Community Benefit Expns$811,028NetCommunityBenefitExpnsAmt
Total Expense0.00390TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$60,864,458TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$60,263,784DirectOffsettingRevenueAmt
Net Community Benefit Expns$600,674NetCommunityBenefitExpnsAmt
Total Expense0.00290TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$62,071,008TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$60,659,306DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,411,702NetCommunityBenefitExpnsAmt
Total Expense0.00680TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,694,838TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,694,838NetCommunityBenefitExpnsAmt
Total Expense0.00810TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,440,671TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$3,440,671NetCommunityBenefitExpnsAmt
Total Expense0.01640TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$18,937,237TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$13,817,862DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,119,375NetCommunityBenefitExpnsAmt
Total Expense0.02440TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,049,328TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$2,049,328NetCommunityBenefitExpnsAmt
Total Expense0.00980TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$26,122,074TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$13,817,862DirectOffsettingRevenueAmt
Net Community Benefit Expns$12,304,212NetCommunityBenefitExpnsAmt
Total Expense0.05870TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$88,193,082TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$74,477,168DirectOffsettingRevenueAmt
Net Community Benefit Expns$13,715,914NetCommunityBenefitExpnsAmt
Total Expense0.06550TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$579,000TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$579,000NetCommunityBenefitExpnsAmt
Total Expense0.00280TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$4,512TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$4,512NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$118,083TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$118,083NetCommunityBenefitExpnsAmt
Total Expense0.00060TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$701,595TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$701,595NetCommunityBenefitExpnsAmt
Total Expense0.00340TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$3,127,679BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$46,459,586ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$44,820,454CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall$1,639,132MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Holyoke Medical Center IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 Beech StreetAddressLine1Txt
CityHolyokeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01040ZIPCd
FieldValueIRS element (for citing)
Website Addresswww.holyokehealth.comWebsiteAddressTxt
State License2145StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1Holyoke Medical Center IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted21CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts0CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts0CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSee Part V, Section COwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt21ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLsee Part V, Section CStrategyWebsiteURLTxt
Strategy AttachedYes (1)StrategyAttachedInd
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care150.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care300.000000000000FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSee Part V, Section CFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSee Part V, Section CFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSee Part V, Section CFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back MedicareYes (X)LookBackMedicareInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Holyoke Medical Center, Inc.Part V, Section B, Line 5: Holyoke Medical Center has conducted formal and informal surveys each year to look at the health needs of the people we serve. In the first half of 2021, Holyoke Medical Center conducted a year long study that entailed key stakeholder interviews, community resident interviews, workshops, a lengthy survey given in English and Spanish, and data collection, which has been brought together to create the 2022 Holyoke Medical Center Community Health Needs Assessment (CHNA). The CHNA also determines how Holyoke Medical Center will provide support, resources and education to the communities we serve. A CHNA is a federal requirement for private, nonprofit hospitals and must be done every 3 years with input from the broader community including public health experts and collection of important health data. The 2022 CHNA was published by September 30, 2022, and therefore occurred within the tax year covered by the Hospital's 2021 Form 990. The complete CHNA, as well as the supplemental narratives included on this Form 990, Schedule H, Part VI, provide additional details regarding the Hospital's processes and procedures for gathering community input for its needs assessments.
Holyoke Medical Center, Inc.Part V, Section B, Line 11: Please see the attached Implementation Plan for details on how the Hospital is addressing the significant needs identified in its most recently conducted CHNA as well as the needs that are not being addressed. The attached Implementation Plan also describes the needs that are not being addressed.
Holyoke Medical Center, Inc.Part V, Section B, Line 16j: The Hospital has had a section on its website related to financial assistance for several years. The Hospital has a financial assistance policy, plain language summary, and financial assistance application that was available to our patients along with financial assistance signs in certain locations in the Hospital (such as patient registration, and the Emergency department).
Schedule H, Part V, Section B, line 7a & 10a:The Hospital's 2021 Tax Year CHNA is available at: https://dashboards.mysidewalk.com/community-health-needs-assessment-5367ef8d9744The Hospital's current CHNA Implementation Strategy is available on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2023/02/HMC-2023-CB-Strategic-Implementation-Plan-1.pdf
Schedule H, Part V, Section B, Line 16a & 16b:The Hospital's Financial Assistance Policy is available on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2019/05/Holyoke-Medical-Center-English-Financial-Assistance-Policy-FY-2016.pdfThe Plain Language Summary can be found on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2019/05/Holyoke-Medical-Center-Financial-Assistance-Plain-Language-Summary-ENG.pdfThe Financial Assistance Application can be found on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2020/03/Holyoke-Medical-Center-Financial-Assistance-Application-2020-ENG.pdfAll of the above-linked documents and materials can be accessed from the Hospital's financial assistance home page . These documents are also available in Spanish. Financial Assistance Home Page web-link:https://www.holyokehealth.com/patients-visitors/financial-assistance/
FieldValueIRS element (for citing)
Facility15FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - CMC - Radiology
1962 Memorial DriveChicopeeMA01020Radiology & Ultrasound Services
2 - HMC - Laboratory
1964 Memorial DriveChicopeeMA01020Laboratory Draws
3 - HMC - Physical Therapy
1970 Memorial DriveChicopeeMA01020Physical Therapy Services
4 - HMC - OBGYN & Midwifery
140 Southampton RoadWestfieldMA01085Women's Services
5 - HMC - Physical Therapy
140 Southampton RoadWestfieldMA01085Physical Therapy Services
6 - HMC - Gastroenterology
140 Southampton RoadWestfieldMA01085Gastroenterology
7 - HMC - Laboratory
140 Southampton RoadWestfieldMA01085Laboratory Draws
8 - HMC - Vascular Center
2 Hospital DriveHolyokeMA01040Heart and Lung
9 - HMC - Women's Center
2 Hospital DriveHolyokeMA01040Women's Services
10 - HMC - Pulmonary Services
5 Hospital DriveHolyokeMA01040Pulmonary Services
11 - Endocrinology & Diabetes Center
10 Hospital DriveHolyokeMA01040Endocrinology Services
12 - HMC - Urology
10 Hospital DriveHolyokeMA01040Urology Services
13 - Holyoke Orthopedics
10 Hospital DriveHolyokeMA01040Orthopedic Services
14 - HMC - Pain Management
10 Hospital DriveHolyokeMA01040Pain Management Services
15 - HMC - Wound Care Center
18 Hospital DriveHolyokeMA01040Wound Care

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 3c:Not Applicable.
Part I, Line 6a:Not Applicable.
Part I, Line 7:Holyoke Medical Center, Inc. used the cost-to-charge ratio method in determining the cost of health services provided. Holyoke Medical Center, Inc. derived this cost-to-charge ratio based on total patient care expenses, divided by gross patient service charges per the state CHIA cost report.
Part I, Line 7, Column (f):The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 9,131,308.
Part II, Community Building Activities:Holyoke Medical Center, Inc. provides a variety of community sponsorships and ongoing relationships with local community organizations. Our goals for those sponsorships and/or team building are to help support organizations where their programming aligns with Holyoke Medical Center's Community Health Needs Assessment. Our intended outcome is to make this a healthier community.
Part III, Line 2:Holyoke Medical Center, Inc. utilizes a costing methodology in which the ratio of patient care cost to charges is applied to the bad debt expense attributable to patient accounts to calculate the estimated cost of bad debt attributable to patient accounts that is reported on Line 2. Discounts and payments on patient accounts are recorded as adjustments to revenue, not bad debt expense.
Part III, Line 3:See narrative for Part III, Line 2.
Part III, Line 4:See Footnote 2 on Page 11 of the attached audited financial statements.
Part III, Line 8:Holyoke Medical Center, Inc. utilizes generally accepted accounting principles in the preparation of its financial statements.Holyoke Medical Center, Inc. used the cost-to-charge ratio method in determining the cost of health services provided. Holyoke Medical Center, Inc. derived this cost-to-charge ratio based on the total patient care expenses, divided by gross patient service charges per the state CHIA cost report.
Part III, Line 9b:Populations Exempt from Collection Action - The following individuals and patient populations are exempt from any collection actions pursuant to the Massachusetts Health Safety Net Program (HSN) regulations:a. Patients enrolled in, receiving benefits from, or participating in a public health insurance program, including but not limited to MassHealth, Emergency Aid to the Elderly, Disabled and Children (EAEDC), Healthy Start, Children's Medical Security Plan (CMSP (provided the patient's family income is equal to or less than 300% of the FPL)), and low income patients subject to the following:(1) Holyoke Medical Center, Inc. may initiate Collection Action against any patient enrolled in, receiving benefits from, or participating in MassHealth, EAEDC or Healthy Start, and any low income patient, for their required co-payments and deductibles as set forth by each specific program.(2) Holyoke Medical Center, Inc. may also initiate collection action for a patient who alleges that he or she is a participant in MassHealth, EAEDC, Health Start or CMSP but fails to provide proof of such participation. Upon receipt of satisfactory proof that a patient is a participant in such a program (including, in the case of MassHealth, EAEDC or Healthy Start, receipt or verification of a signed application), Holyoke Medical Center, Inc. shall cease billing or collection activities.(3) Low income patients are exempt from Collection Action for Eligible Services (as defined by HSN regulations from time-to-time) they receive during the period for which they have low income patient status.(4) Low income patients with family income between 150% and 300% of FPL are exempt from collection action for the portion of their Holyoke Medical Center, Inc. bill that exceeds the patient's deductible. However, Holyoke Medical Center, Inc. may initiate collection action against patients for their required co-payments and deductibles.(5) Holyoke Medical Center, Inc. may continue collection action on any low income patient for services rendered prior to the low income patient determination, provided that the patient's low income patient status has been terminated or expired. However, once a patient is determined to be eligible and enrolled in the Health Safety Net, MassHealth or certain Commonwealth Care programs, Holyoke Medical Center, Inc. will cease collection action for services rendered prior to the beginning of their eligibility.(6) Holyoke Medical Center, Inc. may pursue collection action against low income patients for services other than eligible services for which the patient has agreed to be responsible, provided Holyoke Medical Center, Inc. obtained the patient's prior written consent to be billed for the services. Holyoke Medical Center, Inc. will not bill low income patients for claims denied by the patient's primary insurer resulting from an administrative or billing error unless the error was initiated by patient/ guarantor.(7) Holyoke Medical Center, Inc. will not undertake collection action against an individual who has been approved for ER Bad Debt Medical Hardship or medical hardship under the Massachusetts Health Safety Net Program with respect to the amount of the bill that exceeds the medical hardship contribution.b. With respect to low income patients injured in motor vehicle accidents, Holyoke Medical Center, Inc. will: (1) investigate whether the patient, driver and/or vehicle owner had a motor vehicle liability policy; (2) make every effort to obtain the third party payor information from the patient; (3) if the hospital has prior knowledge and is legally able, attempt to secure assignment on a patient's right to third party coverage on services provided due to an accident; (4) advise patient of duty to notify HSN/MassHealth within 10 days of filing TPL claim/lawsuit, (5) retain documentation of those efforts; (6) where applicable, submit a claim for payment to the motor vehicle liability insurer; and (7) if any portion of the claim was previously billed to the HSN, report any recovery to the HSN.c. Holyoke Medical Center, Inc. will not garnish a low income patient's or their guarantor's wages or execute a lien on the low income patient's or their guarantor's personal residence or motor vehicle unless: (1) Holyoke Medical Center, Inc. can show that the patient or their guarantor has the ability to pay; (2) the patient/guarantor did not respond to HMC requests for information or the patient/guarantor refused to cooperate with HMC to seek an alternative financial assistance program; or (3) for purposes of a lien, it was approved by Holyoke Medical Center, Inc.'s Board of Trustees on an individual case-by-case basis.d. Holyoke Medical Center, Inc. may cease any collection or billing actions against a patient who is unable to pay Holyoke Medical Center, Inc.'s bill at any time during the billing process, if the patient is eligible for assistance under financial assistance programs that HMC may, in its discretion, make available from time-to-time. Holyoke Medical Center, Inc. will keep any and all documentation that shows a patient met the criteria for such programs.e. Holyoke Medical Center, Inc. and its agents shall not continue collection or billing on a patient who is party to bankruptcy proceedings except to secure its rights as a creditor in the appropriate order.f. Holyoke Medical Center, Inc. and its agents will not charge interest on an overdue balance for a low income patient or for patients who are eligible for financial assistance programs that HMC may in its discretion make available from time-to-time.
Part VI, Line 2:Holyoke Medical Center conducts a Community Health Needs Assessment (CHNA) of the community it serves every three years in conjunction with numerous agencies. As part of the CHNA, community meetings were held with numerous local agencies including Holyoke Housing Authority residents, Holyoke City Officials, Holyoke High and Dean Vocational High School students, Holyoke Medical Center (Valley Health Systems' staff members, including representatives from Holyoke Medical Center, River Valley Counseling Center and Holyoke Visiting Nurse Association), The Salvation Army Holyoke representatives, Lorraine's Soup Kitchen community members, and board members from the Chicopee Chamber of Commerce, House of Color LGBTQ+ Support Group staff and members of their group, Holyoke residents at Key Foods Grocery Store on three occasions and public school therapists. HMC Community Benefits maintains partnerships with many of these agencies throughout the year to continue to assess community needs. HMC conducted over 30 stakeholder interviews for its 2022 CHNA, which included meeting with two Council on Aging directors from Holyoke, Chicopee and South Hadley; Board of Health Directors from Holyoke, South Hadley, Chicopee and West Springfield; Holyoke's Mayor, Director of Planning and Economic Development, a City Councilor, and Chief of Police; the Holyoke Boys & Girls Club' Executive Director, Holyoke and South Hadley's Housing Authority, Holyoke Health Center's Chief Medical Officer, MA State Representative, Pat Duffy, MA State Senator, John Velis, Valley Opportunity Council, Lorraine's Soup Kitchen Executive Director, WestMass ElderCare, Action Ambulance, River Valley Counseling, OneHolyoke CDC, Holyoke Public Schools Superintendent, two of HMC's Nurse Navigation members, and the Community Benefits Advisory Committee which includes representatives from HMC, The Salvation Army, OneHolyoke CDC, Hampden County Sheriff's Department, HMC Behavioral Health, Holyoke Boys & Girls Club, Holyoke Health Center and River Valley Counseling Center, among others. In addition, as part of the CHNA process, HMC implemented a survey with over 60 questions in English and Spanish, among over 400 community members. These questions were developed with the Western Massachusetts Hospital Coalition so that all involved asked the same questions in the various communities they serve. This collaboration and consistency allows data to be shared and analyzed between the other Western Massachusetts hospitals so that solutions can be worked on regionally through the Community Health Improvement Plan (CHIP). The results help to inform the Holyoke Medical Center's Strategic Implementation Plan and the type of programming to offer in the community to help address the needs identified. In addition to the CHNA, HMC uses the Thrive survey, a tool used to screen for social determinants of health. Based on the responses, providers are able to make referrals for those showing need in areas of housing, food, paying for medication, caring for a dependent, paying for utilities, domestic violence, and transportation. In 2022, HMC provided 13,000 THRIVE screenings and referred those in need to resources. HMC Community Benefits Director also participates in a variety of boards and committees to continually assess the needs of the community and create relationships with non-profit organizations for their feedback. These include the Greater Holyoke Chamber, Girls Inc. of the Valley, The Salvation Army, Hampden County Community Health Improvement Plan committee through Pioneer Valley Planning Authority - Community Team 4 Healthy and Active Living, Holyoke Food & Resources with State Representative, Pat Duffy, Holyoke High Dean Campus Program Advisory Committee, Let's Move Hampden County, 5210 committee, McKinney-Vento Homeless Coalition for Holyoke Public Schools, McKinney-Vento Homeless Coalition for Chicopee Public Schools, Safe Routes to School - Walking School Bus, School Community Health Advisory Council for Holyoke Public Schools, Westover Job Corps Community Relations Council and Western Mass Hospital Coalition. These meetings not only serve the respective organization's specific community, they also connect the hospital to many other community based organizations who are participants. In addition, other HMC staff participate in other committees and boards including the Greater Chicopee Chamber of Commerce, Holyoke Rotary, Holyoke HUB, and the Greater Holyoke YMCA to name a few. Key Objectives:The objective of Holyoke Medical Center's 2022 Community Health Needs Assessment was to: 1. Look at the 2019 findings and identify which key health issues and concerns remain the same for the residents in Holyoke Medical Center's primary service area. 2. Identify the vulnerable populations that are experiencing health disparities. 3. Look at other contributing factors that create barriers to living healthier lives.CHNA Conclusions: Holyoke Medical Center gathered comments put forward from the community and narrowed the list down to the top common priority areas from the community input. HMC also developed a set of principles to help determine our highest priorities and guide our decision-making process regarding community benefits. Holyoke Medical Center's goals are to: 1. Increase access to care centered on the Social Determinants of Health. 2. Serve vulnerable and underserved populations especially with chronic conditions. 3. Concentrate on the greatest level of community concern and most consistent with the organization's strengths.Significant Health Needs Identified in Order of Priority Include: Social and Economic Issues that Impact Health:- Transportation- Cultural awareness- Employment training for youth- Housing Security and HomelessnessAccess to Healthcare in the following areas:- Primary Care- Mental health services- Affordable medications- Assistance with finances and insurance- Educational resources- Food security- Affordable housingCommunication Assistance Needed to Improve Health Outcomes:- Understanding of Doctor's Instructions- Simplified terminology by providers for patients understanding- Instructions provided in preferred language (written and spoken)- Promotion of educational resources and support groups- Social Interactions for Seniors- Medication managementHealth:- Pain management- Substance use of drugs and alcohol- Mental health- Upper respiratory disease- Asthma- Obesity- Dementia and Alzheimer's- DiabetesVulnerable Populations:- Low income residents who lack access to healthcare- Residents that lack transportation- People who struggle with drug addiction/overdose challenges- Older adults especially with language barriers- Residents with chronic mental illness- Children in our target area- Homeless- Veterans- Spanish speaking families- People who are overweight or obese- Youth at RiskIt is important not to overlook the substantial contribution that the hospital makes to the community through our many educational programs, and our support of community events. HMC will continue to monitor these programs for their need and effectiveness in the community, and, working with our community partners, assess for gaps in the needs of the community that are not being filled.The 2022 CHNA was conducted using a social determinant of health framework as it is recognized that social and economic determinants of health contribute substantially to population health. It has been estimated that less than a third of our health is influenced by our genetics or biology. Our health is largely determined by the social, economic, cultural, and physical environments that we live in and the healthcare we receive.Among these "modifiable" factors that impact health, social and economic factors are estimated to have the greatest impact. The County Health Rankings model, developed by the Robert Wood Johnson Foundation and the University of Wisconsin Population Health Institute, estimates the extent to which these modifiable factors contribute to health based on reviews of the scientific literature and a synthesis of data from a number of national sources. It is estimated that social and economic factors account for (40%) of our health, followed by health behaviors (30%), clinical care (20%), and the physical environment (10%). Many health disparities occur as a result of inequities in these determinants of health.In addition to the community meetings, stakeholder meetings, and survey, HMC outsourced MySidewalk to help collect data from a large number of sources that include, USDA, US Census, local data and hospital data and helped HMC develop an online version of our CHNA that will be updated annually and not have to wait for three years for the next CHNA.(This narrative is continued later in the supplemental statements.)
Part VI, Line 3:1) General Principles:Holyoke Medical Center, Inc. or its agents will assist uninsured and underinsured patients with the process of applying for available financial assistance programs that may pay for some or all of their hospital bills. In order to help uninsured and underinsured patients find and apply for available financial assistance, HMC will provide all patients with a general notice of the availability of programs by way of posted notices throughout HMC and by way of individual notices to patients. The goal of these notices is to inform patients regarding the availability of financial assistance, as well as assistance with the application process. Holyoke Medical Center, Inc. will assist patients with the application process for the following Massachusetts programs: MassHealth, Commonwealth Care, CMSP, Healthy Start, Health Safety Net, and Medical Hardship through the Health Safety Net. Holyoke Medical Center, Inc. will provide, upon request, specific information about: (a) the eligibility criteria to be a low income patient under the Massachusetts Health Safety Net program or (b) additional financial assistance programs that HMC may in its discretion make available to low income patients from time-to-time. Holyoke Medical Center, Inc. will also notify the patient about available payment plans that may be available to them pursuant to HSN regulations.2) Role of Hospital Patient Financial Counselors and Other Finance Staff:Holyoke Medical Center, Inc. will attempt to identify available coverage options for patients who may be uninsured or underinsured when the patient is scheduling services, while the patient is at HMC, upon discharge and for a reasonable time following discharge. Holyoke Medical Center, Inc. will direct all patients seeking available coverage options to HMC's Patient Financial Counseling office for eligibility screening and assistance with the application process, including the application process for financial assistance programs that HMC may in its discretion make available to low income patients from time-to-time.Holyoke Medical Center, Inc. will also provide information on how to contact the appropriate staff within the hospital's Finance Department to verify the accuracy of the hospital bill or to dispute certain charges.3) Notification Practices:Holyoke Medical Center, Inc. will post a notice (signs) of availability of financial assistance in the following locations: a. Service delivery areas (e.g., inpatient, clinic, emergency department admission and/or registration areas); b. Patient financial counselor areas; c. Central admission/registration areas; and/or d. Business office areas that are open to patients.Posted signs will be clearly visible and legible to patients visiting these areas. The hospital will also include a notice about the availability of financial assistance in all initial bills.When a patient contacts the hospital, the hospital finance staff will attempt to identify if a patient qualifies for a public financial assistance program or a payment plan. A patient who is enrolled in a public financial assistance program (e.g., MassHealth or the Health Safety Net) may qualify for certain plans. Patients may also qualify for additional assistance based on the hospital's own internal criteria for financial assistance or qualify for coverage of services as a medical hardship based on the patient's documented income and allowable medical expenses.For cases in which the hospital is using the Virtual Gateway application, the hospital will assist the patient in completing the application for MassHealth, Commonwealth Care, Children's Medical Security Plan, Health Start, Health Safety Net, or other forms of financial assistance programs as they become part of the Virtual Gateway program.All signs and notices shall be translated into languages other than English if such language is primarily spoken by 10% or more of the residents in the hospital service area, which is based on the hospital admissions and/or discharge information.
Part VI, Line 4:The primary service area for Holyoke Medical Center includes the five communities of Holyoke, Chicopee, South Hadley, Westfield, and West Springfield, all of which are located in Hampden County and Hampshire Counties. The secondary service area of HMC includes Belchertown, Easthampton, Granby, and Southampton. The total population of the service area is over 180,000 people. The communities served are a mix of urban, suburban and rural. The median age in Hampden County is 39.4, while the median age in Hampshire County is 36.4. In Hampden County, there is a diverse population with 18.4% identifying as Black or African American, American Indian, Asian or a race besides White and 27% identifies as Hispanic or Latino. In Hampshire County, 12.4% of the population identifies as Black or African American, American Indian, Asian, or race besides White and 12.4% identifies as Hispanic or Latino. In Holyoke, more than half of the residents identify as Hispanic or Latino at 53.3% of the population. In Holyoke, 21% of homes do not have a vehicle vs. 11% of homes within HMC's primary service area and 12% of homes in Massachusetts. Public transit access is facilitated by the Pioneer Valley Transit Authority, which provides bus service to all of HMC's service area communities. Paratransit services are offered throughout the service area for people with disabilities within 3/4 mile of a fixed route. In addition, HMC provides free transportation through two shuttles within the city of Holyoke as well as door-to-door van service from areas not serviced by the shuttle. Economically, there is significant variation between communities in the HMC service area. The median income for the service area is $66,200, which is considerably less than the state's median income of $89,026. Within HMC's primary service area, 14% of the population live in poverty vs. 10% of the population in all of Massachusetts. On a community-level, there is wide variation, with Holyoke's median household income at $45,045 and nearby South Hadley's median household income at $82,987. In the service area, the overall percentage of those who pay more than 30% of their income for housing costs is 46% of rented homes and 23% of owned homes. Again, these figures vary within the service area, where 49% of renters and 25% owners in Holyoke are cost-burdened.
Part VI, Line 5:The impact of Holyoke Medical Center, Inc.'s (HMC) outreach efforts are evidenced by the fact that countless service agencies rely on HMC to ensure their own success. HMC conducts a triennial Community Health Needs Assessment which not only helps to guide the Strategic Implementation Plan and Community Benefits programming, it is also used by internal departments and community partners as a resource for grant writing. Key accomplishments from 2022 include: 1. CHNA Completion: Holyoke Medical Center completed the triennial Community Health Needs Assessment, which provided key data and information about the challenges and opportunities heard through community engagement with residents and community leaders. This information will help guide the hospital's Strategic Implementation Plan for the next three years and help us to serve those most in need. 2. Continued to strengthen overdose prevention strategies and provide treatment for substance use disorder: Holyoke Medical Center's Comprehensive Care Center provided outpatient treatment for individuals looking to reduce or stop substance use. Recovery coaches help to support individuals coming through the Emergency Department (ED) for substance misuse. Harm reduction also continued to be a priority. In 2022, the Addiction Consult Services at HMC treated over 1200 patients, with 75% of those patients being seen through the Emergency Department (ED), and 9% due to overdose. That same year, nearly 300 doses of Take Home Naloxone were dispensed to overdose patients in the ED at no cost to them. Dispensing Naloxone, along with safer injection syringes and strips that test for fentanyl in drugs, helps to provide support for any associated negative consequences to using. 3. Implementation of Thrive Screening - Using this social determinants of health screening tool, Holyoke Medical Group providers are able to make referrals for those showing need in areas of housing, food, paying for medication, caring for a dependent, paying for utilities, domestic violence, and transportation. In 2022, more than 13,000 patients were screened. Those needing assistance are provided with referrals for area resources through 413CARES.org. 4. Education on site and in the community continued to be a priority for HMC. Internships and clinical opportunities returned after Covid-19, however job shadowing with high school students did not. HMC welcomed back the MassHire Holyoke YouthWorks summer internship program in 2022 after a two year hiatus due to Covid-19. Holyoke Medical Center, like many hospitals across the country, is facing a nurse staffing shortage.Health education continued in the community both remote and in-person towards the end of the year. HMC staff provided educational health workshops to area residents at senior centers, the public library, schools and non-profit organizations. In addition, HMC continued quarterly distribution of its printed newsletter to 50,000 area residents which included topics such as chronic disease management and prevention. Holyoke Medical Center also continued to support agencies that focus on educational needs for disadvantaged youth. 5. Holyoke Medical Center continued to address food insecurity and proper nutrition with its community dinner distributions twice per month, providing more than 2800 meals in the community. HMC also participated in Let's Move Hampden County 5210 to educate the community on nutrition, the benefits of SNAP and HIP, and the distribution of farmers' market vouchers to patients in need. Through the 5210 group, HMC participates in planning for the local farmers' market to continually try and help bring fresh and healthy foods to those that need it. Community Benefits also facilitated an Adopt-a-Family employee- driven program which provided Christmas gifts and grocery gift cards to families through the Holyoke Boys & Girls Club. 6. HMC also works with numerous non-profit organizations to partner on events and to provide many with financial support and other materials or food. This included The Salvation Army so they were able to provide turkeys at Thanksgiving, school supplies for Holyoke Safe Neighborhood Initiative, hiring youth through MassHire YouthWorks program, collaborating with the YMCA on their Healthy Kids Day, as well as sponsorships through OneHolyoke CDC, NAMI Western MA, New England Minority Nurses Conference, Providence Ministries for the Needy, and more. 7. Transportation to access care remains a significant and high priority for the communities that Holyoke Medical Center serves. 11% of homes in HMC's primary service area and 21% of homes in Holyoke do not have a vehicle. HMC continues to provide free transportation services allowing riders access to hospital services, doctor's appointments, and our neighboring medical practices. There are two shuttles that travel throughout the community and stop at various public transportation routes, senior high rise apartments, and a local health center. In 2022, more than 14,000 people used HMC's shuttle service; over 4,000 used the door-to-door van service to get to their appointments; and more than 12,000 were assisted with valet service from the hospital's main entrance. In addition to these transportation efforts, LYFT services are often provided. 8. For patients whose preferred language is not English, there are many resources available. Over 90% of such patients use Spanish as their preferred language. American Sign Language and Polish are the second and third most frequently used language after Spanish at our campus. HMC's Interpreter Services in-house Spanish speaking Medical Interpreters are available seven days a week. Additionally we have Language Mediators who are staff members with interpretive capabilities serving primarily in their home department in a number of languages. HMC also has service contracts with two local interpretive companies. If an interpreter for a particular language is not available in person, we rely on an appropriate interpreter through several nationally-recognized remote telephonic and video interpreting language company services. Further, the Community Outreach staff is readily available to offer bilingual information about our health services. Support groups and information sessions are usually bilingual in Spanish and English. We have the ability to support other languages. When someone is discharged from the hospital, there is also a Community Navigation team in the Call Center that follows up with the patient to make sure they understand the doctor's instructions and see if they need any additional help or resources. They routinely use the telephonic interpreting services when they do not have the ability to communicate in the preferred language of the patient. For FY22, Interpretive Services performed about 40,000 encounters in 43 languages.In 2022, other Community Benefits included the following: Public School Events: HMC provides services for various school systems in the community including education, volunteerism, sponsorship and internships. The need is based on improving quality of health, workforce development, and health career education, as well as providing health related information. HMC has many partnerships within the schools and respond to their needs as they arise. Currently we work with Holyoke Public Schools and Chicopee Public Schools McKinney Vento homeless coalitions, Holyoke's School Community Health Advisory Council, Safe Routes to School / Walking School Bus, Holyoke High Dean Campus Program Advisory Committee, as well as provide internships and job shadowing opportunities. HMC also partnered with sister Valley Health Systems organization, and River Valley Counseling, to provide behavioral health support and education for teachers and workshops on trauma informed care. Fill the Back Pack Program: Holyoke Medical Center participates on the committee which provides a Back to School event for impoverished children that includes activities, services to go back to school, haircuts, and school supplies through Holyoke Safe Neighborhood's "Fill the Back Pack Program". There are about 2500 students served within the Flats section of the city, a low income neighborhood in Holyoke. HMC provides Nurse Navigators and Community Health Workers to offer education and screenings at this major summer event. In 2022, the Nurse Navigators and Community Health Workers provided nutrition education and passed out healthy portion plates to 2,500 students. We also provided 12,000 pencils to be put in the 2500 backpacks. (This narrative is continued later in the supplemental statements.)
Part VI, Line 6:Holyoke Medical Center (HMC) is a 219-bed independent community hospital with over 1,600 employees serving individuals and families throughout the cities and towns of the Pioneer Valley. The medical staff includes more than 375 physicians and consulting staff. Holyoke Medical Center is a nationally-accredited hospital and is the first and only hospital in Western Massachusetts to obtain the prestigious accomplishment of becoming certified in the ISO 9001:2015 Quality Management System. Among some of the top-rated services at Holyoke Medical Center is the award winning Holyoke Medical Center Stroke Service which has been consistently rated as one of the best in the state. HMC received the Top Hospital Award in 2020, 2016, and 2014 from the Leapfrog Group for excellence in quality of care and patient safety. Areas of clinical emphasis also include behavioral health, critical care, emergency care, orthopedics, oncology, rehabilitation, women's health services, speech and hearing, bariatric, and wound care services.Holyoke Medical Center is a member of Valley Health Systems in Holyoke, which also includes the affiliates Holyoke Medical Group, Holyoke Visiting Nurse Association & Hospice Life Care, and River Valley Counseling Center. Our Mission at Holyoke Medical Center is to improve the health of all people in our community. We do that with honesty, respect and dignity for our patients, visitors and staff. We do that through expert and compassionate care, education and knowledge sharing, community partnerships, fostering innovation and growth and by inspiring hope in all we touch. We do that by being good stewards of our resources and providing efficient and cost effective care to all.The Community Benefit Mission Statement is to collaborate with community partners to assess and improve the health needs of our residents. We will do this by providing resources, education, and services to address the needs of our most vulnerable community members
Part VI, Line 7, Reports Filed With StatesMA
Part VI, Line 5, Continued:Let's Move 5-2-1-0: Holyoke Medical Center is a partner in Let's Move Hampden County 5-2- 1-0 with the Holyoke Health Center as the lead, along with other community based organizations and local schools. This initiative provides educational outreach, supporting materials and training on healthy eating and physical activity with children and their families, as well as supporting a large, diverse group of Holyoke agencies and organizations. Holyoke Medical Center is taking more of a lead this year and has written this initiative into the Implementation Plan to include more community outreach with the 5210 partners and provide a farmers' market to increase access to healthy food and provide education about SNAP and HIP. Ambulance Community Events: Provide ambulance coverage for area community events. Stand by services to provide first aid care if required. Chronic Disease Education: HMC continues to provide chronic disease education within the surrounding communities, including medical topics about high rates of diet and exercise related diseases (obesity, diabetes, stroke, heart disease). - Nutrition for the Cancer Patient. HMC ensures access to care for all oncology patients with lack of food access or financial hardship. Upon admission, patients are evaluated to assess needs and follow-up services are provided. - Survivorship and Support Group. A survivorship care plan is started for all cancer patients. Patients are considered survivors from the beginning of their journey to the end. - Diabetes Community Education Program: Community diabetic education provided to include the understanding of Type 2 diabetes, planning meals, dietary requirements, and management of medications. This is ongoing education that is held regularly at Senior Centers, public libraries, housing authorities and at other locations in the community as requested. - Stroke Community Education, Lectures & Health Fairs: Community stroke education lectures and health fairs that provide information to the public regarding prevention of stroke, recognition of stroke symptoms and/or treatment of stroke. In 2022, HMC's Stroke Services department also provided education in the community by working with nursing students at STCC and made an appearance on local NBC affiliate lifestyle channel, MassAppeal, reaching thousands of viewers. - Smoking Cessation: Ready, Set Quit! Smoking Cessation Workshop is made up of four classes designed to give residents the information and support they need get through one of most important changes of their life. Offering both one on one sessions as well as workshops in the community.Wayfinders Steering Committee: HMC provides social determents of health screening and consults with Wayfinders when someone screens housing insecure. They work on referrals and communication and get case updates at weekly meetings. At monthly meetings, direction and concerns with the program are discussed so that every patient is followed and supported. In 2022, HMC's Community Navigation referred 86 patients to the Wayfinders program that were either "At Risk of Homelessness or "Experiencing Homelessness". Community dinners: Food security is a priority to support lower income residents. Holyoke Medical Center provides two meals on a monthly basis to members of our community identified as having food insecurity. One dinner is held on site and distributed curbside and the other is at a non-profit community organization such as Kate's Kitchen, The Salvation Army, and Holyoke Veterans' Lunch Group. Tickets for the dinners are distributed at the non-profit organization for their community while tickets for the onsite curbside dinners are distributed at numerous non-profit organizations such as Enlace de Familias, and Lorraine's Soup Kitchen as well as through HMC's Community Navigation Department to their patients. Prepared meals are pre-cooked, individually bagged, served to-go style and include a balanced meal with a protein entree, vegetable, fruit, milk, water, and dessert. A health screening such as for blood pressure or anxiety is often provided at the offsite dinner. In 2022, HMC served 2800 meals to community members in need. Behavioral Health, Inpatient- Civil Commitments: Uncompensated legal proceedings to commit patients to inpatient psychiatric treatment when they are assessed to be a danger to themselves or members of the community based on psychiatric symptoms, as well as to enforce compliance with said treatment. In 2022, there were 197 uncompensated legal services provided to patients.Community Health Fairs and Workshops: Participation in health fairs in Holyoke and surrounding communities to provide education and preventative information. Provide health screenings. Various health matters are addressed such as nutrition, stroke, cardiology, pulmonary, cancer, etc. In 2022, HMC worked with the Holyoke Public Library to share programs/ workshops via Zoom due to Covid-19. Health fairs at area Senior Centers were held in person. Community Health Education: Educated and implemented programs at area schools and senior centers to promote access to primary and preventative care, utilizing medical and professional staff to educate the community to encourage routine medical screenings, prevent pulmonary disease, and help address behavioral health issues. Emergency Services: HMC operated the only Emergency Department in the City of Holyoke, providing emergency medical and behavioral health services to the community 24 hours a day, 7 days a week, 365 days per year.Healthcare Student Internships and Clinicals: HMC offered internships and clinicals in partnership with colleges and universities. Students in programs to become Nurse Practitioners and Physician Assistants participate in clinical rotations with various HMC providers to gain the experience they need to make informed decisions about what to practice. In 2022, HMC physicians and advanced practice providers spent nearly 3,000 hours training nurse practitioner and physician assistant students. Over 2,500 hours were invested in nursing student internships. MassHire YouthWorks: HMC partners with MassHire Youth Works on their summer program and hosts students interested in a career in healthcare throughout the school year. The goal of the Summer YouthWorks program is to give youth the opportunity to have a meaningful work experience, obtain training, and acquire useful work habits and skills to prepare youth for future meaningful, unsubsidized employment. In 2022, participating departments included Purchasing, Dietary, Specialty Offices, Lab, Physical Therapy, Human Resources, Orthopedics, Vascular, Oncology, Emergency Department, Med Tele and the ICU. In 2022, HMC professional staff and physicians invested over 1,000 hours in high school student internships.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Nueva Esperanza Inc
401 Main StreetHolyokeMA01040042774010501(c)(3)$20,000$0Charitable Mission and Event Sponsor
St Patrick's Parade Committee of Holyoke
PO Box 871HolyokeMA01040042633859501(c)(3)$9,350$0Charitable Mission and Event Sponsor
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEmployee Emergency Financial ReliefGrantTypeTxt
Recipient13RecipientCnt
Cash Grant$9,150CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe Hospital awarded sponsorship and grants to various 501(c)(3) public charities or municipalities, additional monitoring is not deemed necessary. The Hospital also maintains a restricted fund to provide emergency financial relief to qualifying employees. Awards for financial relief paid to employees range from $500-$1,000 per payment.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Noah J Epstein MD
Orthopedic Surgeon$879,348$0$0$0$0$0$2,900$0$19,632$0$901,880$0$0$0
Spiridon E Hatiras
President & CEO, Clerk$0$826,583$0$0$0$0$0$50,812$0$19,250$0$896,645$0$0
Marc J Zerbe MD
Obstetrician / Gynecologist$834,665$0$0$0$0$0$2,900$0$19,632$0$857,197$0$0$0
Alexander Berry MD
Urologist$803,664$0$0$0$0$0$2,900$0$19,632$0$826,196$0$0$0
Nirav R Sheth MD
Cardiologist$717,997$0$0$0$0$0$2,900$0$19,632$0$740,529$0$0$0
Hariharan Subramanian MD
Cardiologist$704,488$0$0$0$0$0$2,900$0$3,204$0$710,592$0$0$0
Simon Ahtaridis MD
Director/Med. Director$332,648$0$0$0$0$0$24,320$0$19,632$0$376,600$0$0$0
Dean Vitarisi
Treasurer & CFO$0$279,705$0$0$0$0$0$21,700$0$15,439$0$316,844$0$0
Debra Panitch MD
Director/General Surgeon (end 12/21)$197,883$0$0$0$0$0$1,989$0$8,238$0$208,110$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 3The compensation for the Organization's CEO was established by a related organization, Valley Health Systems, Inc. That organization established the CEO's compensation by using a compensation committee and a compensation study. The compensation was also approved by the System's compensation committee.
Part I, Line 4bHolyoke Medical Center adopted a 457(f) non-qualified deferred compensation plan that became effective as of July 1, 2017. The Plan allows for eligible individuals and employees of the Medical Center to receive benefits under the Plan until the attainment of age 65. Non-elective contributions made for a Plan participant are tracked and will vest separately based on anniversaries of participants' employment. Each contribution will be 0% vested until the participant reaches the end of their second year of employment after each contribution. Each contribution will become 100% vested as of the last day of the 2nd year of a participant's employment, if the participant is still employed on that date. Only eligible employees are participants in the plan, and the plan does not allow for employee elective deferrals or employer matches. For the 2021 calendar tax year, the following listed individuals received 457(f) contributions under the plan: Spiros Hatiras, $47,912; Dean Vitarisi, $21,700; and Simon Ahtaridis, $21,420.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Massachusetts Development Finance AgencyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN043431814BondIssuerEIN
Bond Issued2015-12-18BondIssuedDt
Issue Price$15,000,000IssuePriceAmt
PurposeConstruction of Addition to Hospital Facility & Parking LotPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$266,952RetiredAmt
Total Proceeds$15,000,000TotalProceedsAmt
Capitalized Interest$509,511CapitalizedInterestAmt
Issuance Costs From Proceeds$622,161IssuanceCostsFromProceedsAmt
Capital Expenditures$16,940,433CapitalExpendituresAmt
Substantial Completion2017SubstantialCompletionYr
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation Made0FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (1)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (1)EngageBondCounselContractsInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective Action0ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule K, Part III; Part IV; and Part VFormAndLineReferenceDesc
ExplanationAlthough formal written policies are not in place to ensure that violations are timely identified and corrected, the bonds issuer, monitors regulation Sections 1.141-12, 1.145-2, and 148 requirements for the Organization. Furthermore, the Organization works closely with bond counsel to monitor any lease agreements or management service contracts that have the potential to result in private business use and to ensure that safeguards are in place to take appropriate and timely remedial action should any violations of federal tax requirements occur.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Certain officers and directors of Holyoke Medical Center, Inc. are employed by a related tax-exempt organization which has common officers and/or directors. By virtue of this arrangement, certain individuals listed in Form 990, Part VII have a business relationship with one another.
Form 990, Part VI, Section A, line 6The sole member of Holyoke Medical Center is Valley Health Systems, Inc.
Form 990, Part VI, Section A, line 7aValley Health Systems, Inc. elects the members of the governing body of Holyoke Medical Center, Inc. Valley Health Systems, Inc. also has the power to remove any member of the governing body, with or without cause, at any time by giving written notice to such governing body member.
Form 990, Part VI, Section A, line 7bSignificant decisions of the governing body of Holyoke Medical Center, Inc. are subject to the approval of Valley Health Systems, Inc. as specified in the Organization's bylaws.
Form 990, Part VI, Section B, line 11bA copy of the Hospital's Form 990 was provided to each voting member of the governing body prior to its filing with the Internal Revenue Service. The Form 990 was prepared with the assistance of an independent public accounting firm and thoroughly reviewed by the Senior Vice President of Finance and CFO and key financial staff of the Hospital prior to distributing it to the governing body for review.
Form 990, Part VI, Section B, line 12cThe conflict of interest policy of Holyoke Medical Center, Inc. (HMC) is monitored and enforced as part of the Valley Health Systems, Inc. System and is reviewed annually by the System's conflict of interest committee. HMC board members, officers, and key employees complete and sign a conflict of interest questionnaire annually. All signed questionnaires are then submitted to HMC and to Valley Health Systems, Inc. (parent) for review and monitoring.
Form 990, Part VI, Section B, line 15The compensation committee of the Valley Health System, Inc. utilizes a market compensation survey to recommend to the Board the approval of its determination of the appropriate compensation of the Chief Executive Officer. During that process, the Committee also reviews the compensation levels of other senior management and key employees of the System. These individuals are not members of the compensation committee and do not participate in this process. The CEO, as a member of the Board of VHS, does not participate in the approval process of that officer's compensation.
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy, and financial statements of Valley Health Systems and Affiliates, which includes supplemental information of the filing entity, are available to the public upon request at the Organization's administrative office at 575 Beech Street, Holyoke, MA.
Form 990, Part VII:Simon Ahtaridis, MD, and Debra Panitch, MD are listed on Form 990, Part VII as voting members of the Hospital's board of directors. In accordance with IRS instructions, each has reportable compensation and benefit information disclosed on Part VII. However, each person is a licensed, full-time physician employee of the Hospital or one of its affiliates and their compensation and benefits represents remuneration in their capacity as such. No part of their reportable compensation or benefits is paid in their capacity as board members of the Hospital.
Form 990, Part IX, line 11gProfessional Fees: Program service expenses 14,649,084. Management and general expenses 9,414,142. Fundraising expenses 0. Total expenses 24,063,226. Physician Fees: Program service expenses 218,908. Management and general expenses 0. Fundraising expenses 0. Total expenses 218,908.
Form 990, Part IX, Column D:All philanthropic and solicitation activity is carried out by Holyoke Medical Center affiliates. Therefore, no expenses have been allocated as fundraising expenses on Form 990, Part IX.
Form 990, Part XI, line 9:Equity Transfer to Affiliates -486,882. Change in Beneficial Interest - VHS -717,503. Pension Related Charges 24,282,025.
Form 990, Part XII, Line 2c:The audit process has not changed from the prior year.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Community Health Foundation of Western Mass Inc
575 Beech StreetHolyokeMA01040222568962Raise & Invest Funds for AffiliatesMA501(c)(3)Line 7Valley Health Systems Inc0
H-C Management Services Inc
20 Hospital DriveHolyokeMA01040222515981Supporting OrganizationMA501(c)(3)Line 12b, IIValley Health Systems Inc0
Holyoke Visiting Nurse Association Inc
575 Beech StreetHolyokeMA01040042104310Home Health CareMA501(c)(3)Line 10Valley Health Systems Inc0
MassWest Services Inc
575 Beech StreetHolyokeMA01040222515964Health CareMA501(c)(3)Line 12b, IIValley Health Systems Inc0
River Valley Counseling Center Inc
187 High StreetHolyokeMA01040042174657Outpatient Mental HealthMA501(c)(3)Line 10Valley Health Systems Inc0
Valley Health Systems Inc
20 Hospital DriveHolyokeMA01040042103583Health CareMA501(c)(3)Line 70N/A
Western Mass Physician Associates Inc
15 Hospital DriveHolyokeMA01040043202198Medical Care ServicesMA501(c)(3)Line 3MassWest Services Inc0
William Skinner TUA-Holyoke Hospital Trust
PO Box 1802ProvidenceRI029011802046035855GrantmakingMA4797(a)(1)PFValley Health Systems Inc0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd