HEALTH NEW ENGLAND & SUBSIDIARIES: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH NEW ENGLAND & SUBSIDIARIES (EIN 04-2864973)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349308122
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:26:36-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ROCKEFELLER PLAZA 41ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101120015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042864973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH NEW ENGLAND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 4137874000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE 1500 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SWIFT | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4137874000 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | SWIFT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD P TERESCO | PreparerPersonNm |
| PTIN | P00247720 | PTIN |
| Phone | 2124924000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD SWIFT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE 1500 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,013,026,237 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.HEALTHNEWENGLAND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF HEALTH NEW ENGLAND, INC., AS PART OF BAYSTATE HEALTH, INC. (AN INTEGRATED HEALTH CARE SYSTEM), IS TO IMPROVE THE OVERALL QUALITY OF LIFE AND HEALTH STATUS OF THE COMMUNITIES WE SERVE AND TO CONTRIBUTE TO THE ECONOMIC SUCCESS OF OUR REGION. HEALTH NEW ENGLAND IS COMMITTED TO MEETING THE IDENTIFIED HEALTH AND WELLNESS NEEDS OF OUR COMMUNITIES SERVED THROUGH THE COMBINED EFFORTS OF BAYSTATE HEALTH, COMMUNITY ORGANIZATION PARTNERS, AND AFFILIATED PROVIDERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 405 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $852,776,589 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $923,861,185 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,618,649 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,426,145 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,945,735 | PYOtherRevenueAmt |
| CY Other Revenue | $3,258,315 | CYOtherRevenueAmt |
| PY Total Revenue | $871,340,973 | PYTotalRevenueAmt |
| CY Total Revenue | $930,545,645 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $610,870 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $486,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $789,240,469 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $824,760,596 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,781,039 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,840,354 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $49,030,958 | PYOtherExpensesAmt |
| CY Other Expenses | $54,470,667 | CYOtherExpensesAmt |
| PY Total Expenses | $882,663,336 | PYTotalExpensesAmt |
| CY Total Expenses | $923,558,117 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$11,322,363 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,987,528 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $263,944,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $292,952,185 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $171,034,362 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $201,033,166 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $92,909,850 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $91,919,019 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF HEALTH NEW ENGLAND, INC., AS PART OF BAYSTATE HEALTH, INC. (AN INTEGRATED HEALTH CARE SYSTEM), IS TO IMPROVE THE OVERALL QUALITY OF LIFE AND HEALTH STATUS OF THE COMMUNITIES WE SERVE AND TO CONTRIBUTE TO THE ECONOMIC SUCCESS OF OUR REGION. HEALTH NEW ENGLAND IS COMMITTED TO MEETING THE IDENTIFIED HEALTH AND WELLNESS NEEDS OF OUR COMMUNITIES SERVED THROUGH THE COMBINED EFFORTS OF BAYSTATE HEALTH, COMMUNITY ORGANIZATION PARTNERS, AND AFFILIATED PROVIDERS | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $825,247,096 | ExpenseAmt |
| Grant | $486,500 | GrantAmt |
| Revenue | $927,119,500 | RevenueAmt |
| Desc | HEALTH NEW ENGLAND, INC MAKES HIGH QUALITY, LOW COST HEALTH CARE SERVICES AVAILABLE THROUGH HEALTH PLANS WITHIN A SERVICE AREA THAT COMPRISES MORE POOR, MEDICALLY UNDERSERVED AND RURAL COMMUNITIES THAN ANY OTHER PART OF MASSACHUSETTS. A FEDERAL HEALTH RESOURCES & SERVICES ADMINISTRATION REPORT STATED THAT OF THE 102 MASSACHUSETTS TOWNS DESIGNATED AS MEDICALLY UNDERSERVED, 78 ARE IN THE FOUR COUNTIES THAT HEALTH NEW ENGLAND SERVES. BASED ON THAT STATISTIC, IN ALL OVER 45% OF HEALTH NEW ENGLAND'S ENROLLEES LIVE IN MEDICALLY UNDERSERVED AREAS.HEALTH NEW ENGLAND'S SERVICE AREA INCLUDES FOUR OF THE FIVE COUNTIES WITH THE HIGHEST PERCENTAGE OF POVERTY AND THE LOWEST PER CAPITA INCOME IN MASSACHUSETTS, BASED ON US CENSUS BUREAU DATA. MANY RESIDENTS IN WESTERN MASSACHUSETTS THUS STRUGGLE WITH POVERTY AND LOW LEVELS OF INCOME. ACROSS THE FOUR COUNTIES OF WESTERN MASSACHUSETTS, 16% OF RESIDENTS LIVE IN POVERTY, AND THE MEDIAN FAMILY INCOME IN THREE OF THE FOUR COUNTIES IS MORE THAN 20% LOWER THAN THAT OF THE STATE. CHILD POVERTY RATES ARE HIGH WITH 23% OF CHILDREN IN THE REGION LIVING IN POVERTY. HAMPDEN COUNTY HAS THE HIGHEST RATES OF POVERTY AND UNEMPLOYMENT IN HEALTH NEW ENGLAND'S SERVICE AREA AND THE LOWEST MEDIAN INCOME. ALSO, LOWER LEVELS OF EDUCATION CONTRIBUTE TO UNEMPLOYMENT AND THE ABILITY TO EARN A LIVABLE WAGE. APPROXIMATELY 12% OF RESIDENTS AGE 25 AND OLDER IN WESTERN MASSACHUSETTS DO NOT HAVE A HIGH SCHOOL DIPLOMA, WITH THE HIGHEST RATES OBSERVED IN HAMPDEN COUNTY (16%). IN THE COMMUNITIES OF SPRINGFIELD, HOLYOKE, CHICOPEE, LUDLOW, WEST SPRINGFIELD AND PITTSFIELD, OVER 20% OF ELIGIBLE INDIVIDUALS DO NOT HAVE A HIGH SCHOOL DIPLOMA, WHICH IS NEARLY DOUBLE THE STATEWIDE RATE.HEALTH NEW ENGLAND MAKES HEALTH CARE AVAILABLE IN THIS SERVICE AREA AND TO THIS POPULATION BY OFFERING HEALTH PLANS WHICH SERVE THE FOLLOWING:INDIVIDUALS AND SMALL GROUPS:ENROLLEES AT 12/31/22: 35,053REVENUE: $225,124,622PROGRAM EXPENSES: $236,399,074HEALTH NEW ENGLAND OFFERS HEALTH PLANS TO INDIVIDUALS AND FAMILIES (BOTH DIRECTLY AND THROUGH THE MASSACHUSETTS HEALTH CONNECTOR) AND SMALL EMPLOYER GROUPS (EMPLOYERS WITH 50 OR FEWER EMPLOYEES).MEDICARE:ENROLLEES AT 12/31/22: 10,384REVENUE: $115,190,510PROGRAM EXPENSES: $113,036,904HEALTH NEW ENGLAND SERVES MEDICARE ENROLLEES THROUGH HEALTH NEW ENGLAND MEDICARE ADVANTAGE PLANS.MEDICAID: ENROLLEES: 50,274REVENUE: $354,396,790PROGRAM EXPENSES: $352,045,867HEALTH NEW ENGLAND PARTICIPATES IN MASSHEALTH, THE MASSACHUSETTS MEDICAID PROGRAM, THROUGH A MEDICAID MANAGED CARE PLAN. THE NUMBER OF HEALTH NEW ENGLAND'S MEDICAID PLAN ENROLLEES HAS GENERALLY INCREASED SINCE 2010 WHEN HEALTH NEW ENGLAND BEGAN OFFERING SUCH PLANS, WITH AN INCREASE OF 10% FROM CALENDAR 2021 TO 2022.OTHER INDIVIDUALS AND FAMILIES:ENROLLEES AT 12/31/22: 33,849REVENUE: $230,846,997PROGRAM EXPENSES: $232,232,385HEALTH NEW ENGLAND ALSO PROVIDES COVERAGE TO INDIVIDUALS AND FAMILIES THROUGH PLANS OFFERED BY EMPLOYERS WHICH HAVE MORE THAN 50 EMPLOYEES. THIS CATEGORY INCLUDES MANY MUNICIPAL EMPLOYEES WHO DO NOT OBTAIN COVERAGE THROUGH THE GIC, AND ALSO INCLUDES MANY EMPLOYEES OF HEALTH CARE AND NONPROFIT ORGANIZATIONS.IN 2022, HEALTH NEW ENGLAND CONTINUED COMMITTING TO IMPROVE THE HEALTH STATUS IN COMMUNITIES WE SERVE BY ADDRESSING RACIAL, ETHNIC, ECONOMIC AND GENDER HEALTH DISPARITIES AND IMPROVING HEALTH EQUITY FOR ALL. HEALTH NEW ENGLAND'S COMMUNITY BENEFITS PROGRAM IS INTENDED TO HELP PEOPLE ATTAIN THEIR FULL HEALTH POTENTIAL AND REDUCE BARRIERS THAT CAUSE DISADVANTAGES DUE TO SOCIAL DETRMINANTS OF HEALTH FACTORS THAT ADVERSELY AFFECT THE HEALTH OF THE COMMUNITY. OUR COMMUNITY BENEFITS STRATEGY IS A PLANNED, MANAGED AND MEASURED ORGANIZATIONAL APPROACH TO MEETING IDENTIFIED COMMUNITY HEALTH NEEDS BASED OFF THE 2019 COMMUNITY HEALTHY NEEDS ASSESSMENT (CHNA), AND ALIGNS WITH HEALTH NEW ENGLAND'S POPULATION HEALTH MANAGEMENT, DIVERSITY, EQUITY, INCLUSION, BELONGING (DEIB), AND HEALTH EQUITY COMMITTEE STRATEGIES.IN 2022, HEALTH NEW ENGLAND COMMITTED $540,000 IN INVESTMENTS BACK TO THE COMMUNITY. IN 2021, MAJOR COMPONENTS INCLUDE: - WHERE HEALTH MATTERS GRANTS, ACCOUNTING FOR 46% OF ALL FUNDING; - BAYSTATE HEALTH FOUNDATION ACCOUNTING FOR 19% OF ALL FUNDS: - DIVERSITY, EQUITY, INCLUSION, BELONGING (DEIB) MINI GRANTS, ACCOUNTING FOR 19% OF ALL FUNDING; - PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS, ACCOUNTING FOR 11% OF ALL FUNDS: AND - LONG TERM COMMUNITY GRANT COMMITMENTS, ACCOUNTING FOR 6% OF ALL FUNDS.THE GRANT PROGRAMS MAKES IT POSSIBLE TO STRATEGICALLY ALIGN INVESTMENTS ACROSS IDENTIFIED HEALTH PRIORITIES TO HAVE A MORE EQUAL DISTRIBUTION OF FUNDING SUPPORT IN THE COMMUNITIES HEALTH NEW ENGLAND SERVES. THE COMMUNITY BENEFITS PROGRAM FUNDED NONPROFIT COMMUNITY ORGANIZATIONS IN THE FOLLOWING AREAS: - MATERNAL & INFANT HEALTH (37%) - FOOD INSECURITY (19%) - HEALTH EQUITY (12%) - HOUSING (11%), SOCIAL ENVIRONMENT (9%), CARE COORDINATION (9%) AND CHNA (3%).ALL FIVE COUNTIES IN HEALTH NEW ENGLAND'S SERVICE AREA RECEIVED COMMUNITY BENEFIT FUNDING SUPPORT:HAMPDEN COUNTY 83%, HAMPSHIRE COUNTY 10%, FRANKLIN COUNTY 3%, BERKSHIRE COUNTY 3% AND WORCESTER COUNTY 1%.ACCORDINGLY, HEALTH NEW ENGLAND HAS AIDED OR WORKED WITH A WIDE VARIETY OF COMMUNITY ORGANIZATIONS TO SUPPORT PROGRAMS FOR HEALTH IMPROVEMENT, SUPPORT FACTORS THAT INFLUENCE OVERALL HEALTH AND BENEFIT THE OVERALL COMMUNITY. COMMUNITY BENEFITS INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING ORGANIZATIONS:IN 2022, HEALTH NEW ENGLAND BUILT ON THE EXISTING MULTIYEAR COMMITMENTS TO ORGANIZATIONS THROUGH THE WHERE HEALTH MATTERS GRANT PROGRAM IN $250,000 GRANT FUNDS. THE GRANT PROGRAM COMPLEMENTS AND MIRRORS HEALTH NEW ENGLAND'S COMMUNITY BENEFITS MISSION BY: - ENCOURAGING PROGRAMS TO ADDRESS HEALTH PRIORITIES AS WELL AS SOCIAL DETERMINANTS OF HEALTH TO IMPROVE HEALTH EQUITY ACROSS OUR VULNERABLE POPULATIONS. - BRINGING VALUE TO COMMUNITY ORGANIZATIONS BY PROVIDING GRANT RECIPIENTS WITH EDUCATION AND TECHNICAL ASSISTANCE IN THE PLANNING AND IMPLEMENTATION OF THEIR GRANT PROGRAMS. - INCORPORATING A POPULATION HEALTH PERSPECTIVE, DRIVE HEALTH IMPROVEMENTS USING EVIDENCE-BASED METHODOLOGIES. - FACILITATING COLLABORATION WITH COMMUNITY PARTNERS TO LEVERAGE EXISTING RELATIONSHIPS TO DEVELOP NEW PROGRAMS, EXTEND THE CAPACITY OF AN ORGANIZATION, AND INTEGRATE PROGRAMS TO ULTIMATELY EXPAND SERVICES AND HAVE A GREATER IMPACT ON TARGETED POPULATIONS AND COMMUNITIES. - PROVIDING PROGRAM SUSTAINABILITY TO STRENGTHEN PROGRAM IMPACT AND MOVE THE NEEDLE IN COMMUNITY HEALTH OUTCOMES.CLINICAL & SUPPORT OPTIONS (CSO) RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THEIR "FRIENDS OF THE HOMELESS - CARE COORDINATION SUPPORT". THE GOAL IS TO DEVELOP AND IMPLEMENT MEDICAL PREVENTION AND RESPONSE STRATEGIES AND COORDINATE MEDICAL CARE AND CREATE GREATER ACCESS TO BEHAVIORAL HEALTH CARE FOR THOSE WHO ARE HOMELESS WHILE IMPROVING INDIVIDUAL CAPACITY FOR SELF-EFFICACY. SHORT-TERM OUTCOMES ARE IN PROGRESS, AS THE GRANT RUNS FROM OCTOBER 2020 - SEPTEMBER 2023. - GIRLS ON THE RUN WESTERN MA (GOTR) RECEIVED $100,000 IN FUNDING OVER TWO YEARS TO SUPPORT THEIR "EXPANSION OF GIRLS ON THE RUN PROGRAM". GOTR WILL DOUBLE THEIR PROGRAMMING WITH THE GOAL OF IMPROVING PHYSICAL AND SOCIAL EMOTIONAL HEALTH OUTCOMES AMONG 3-8 GRADE GIRLS IN CHICOPEE, HOLYOKE AND SPRINGFIELD SCHOOLS. SHORT-TERM OUTCOMES ARE IN PROGRESS, AS THE GRANT RUNS FROM OCTOBER 2021-SEPTEMBER 2023. - THE CARE CENTER RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THE "ROQUE HOUSE AND CULTURAL CENTER". OVER THE NEXT 3, THE CARE CENTER WILL PROVIDE A STABLE, INSPIRING, AND SAFE HOME FOR YOUNG FAMILIES BY SUPPORTING A LIVE-IN ARTIST AND COUNSELOR TO SUPPORTING A VIBRANT LEARNING COMMUNITY OF YOUNG MOTHERS IN THE PROCESS OF ATTAINING THEIR COLLEGE DEGREE. SHORT-TERM OUTCOMES ARE IN PROGRESS, AS THE GRANT RUNS FROM OCTOBER 2021 - SEPTEMBER 2024. - THE FOOD BANK OF WESTERN MA RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THEIR "FOOD INSECURITY SCREENING AND REFERRAL INITIATIVE" TO IDENTIFY AND SERVE FOOD INSECURE INDIVIDUALS, INCREASE ACCESS TO SERVICES TO ADDRESS INSECURITY. SHORT-TERM OUTCOMES ARE IN PROGRESS, AS THE GRANT RUNS FROM OCTOBER 2020 - SEPTEMBER 2023. - WELLSPRING RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THE "GO FRESH MOBILE MARKET PROGRAM". GO FRESH MARKET WILL 1) DOUBLE THE NUMBER OF PEOPLE IT PROVIDES ACCESS TO FRESH, HEALTHY, LOCAL FOODS: 2) ENACT A PILOT PROGRAM TO EXPAND THE GO FRESH FARMERS MARKET THROUGHOUT THE WINTER PROVIDING YEAR ROUND ACCESS TO HEALTH FOODS: 3) PARTNER WITH LOCAL HEALTH CLINICS TO ESTABLISH A FOOD REFERRAL PROGRAM THAT MEETS THE NEEDS OF PATIENTS WITH CHRONIC CONDITIONS THROUGH EDUCATION AND ACCESS TO HEALTHY FOODS: AND 4) CONTINUE TO SUPPORT MINORITY AND IMMIGRANT FARMERS VIA THE WELLSPRING HARVEST GREENHOUSE PROGRAM IN THE INDIAN ORCHARD NEIGHBORHOODS. | Desc |
| Total Program Service Expenses | $825,247,096 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4482 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 405 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH NEW ENGLAND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4137874000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARION A MCGOWAN TERMED 123122 | |||||||||
| DIRECTOR, EVP/COO - BH | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $3,024,136 | $61,001 | ||
| MARK ALVIN KEROACK MD | |||||||||
| CHAIR/DIRECTOR, PRESIDENT&CEO BH | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $2,590,235 | $42,643 | ||
| RICHARD SWIFT | |||||||||
| PRESIDENT & CEO | 39.00 | 1.00 | Yes (X) | Yes (X) | $957,826 | $0 | $421,961 | ||
| RAYMOND MCCARTHY | |||||||||
| SVP CFO TREAS BH | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $1,132,360 | $27,717 | ||
| RICHARD ALLEN SEGOOL MD | |||||||||
| VICE CHAIR / DIRECTOR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREA PIATT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL CAMPBELL TERMED 4122 | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRIET A DEVERRY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN OESTREICH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PIA D FLANAGAN ESQ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD BEAUCHAMP STEELE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TANIA MARIE BARBER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDOLYN C BELL MD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM RANDALL WEBBER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JODY GROSS | |||||||||
| VP OPERATIONS & GOVT OPERATION | 40.00 | 0.00 | Yes (X) | $616,668 | $0 | $170,157 | |||
| KEITH M LEDOUX | |||||||||
| VP COMMERCIAL, LOB & SALES | 39.00 | 1.00 | Yes (X) | $452,129 | $0 | $145,445 | |||
| KATE H MCINTOSH MD | |||||||||
| VP & CHIEF MEDICAL OFFICER | 40.00 | 0.00 | Yes (X) | $384,552 | $0 | $200,684 | |||
| LISA COHEN | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $390,552 | $0 | $180,933 | |||
| SUSAN SILVER O'CONNOR | |||||||||
| GENERAL COUNSEL | 40.00 | 0.00 | Yes (X) | $388,841 | $0 | $151,316 | |||
| CASEY HOSSA | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 0.00 | Yes (X) | $325,000 | $0 | $165,566 | |||
| JASON RIO | |||||||||
| SR DIR REVENUE A&R | 40.00 | 0.00 | Yes (X) | $270,150 | $0 | $81,693 | |||
| JUDITH MICHELE DANEK | |||||||||
| DIR OFFICE OF GOVT RELATION | 39.00 | 1.00 | Yes (X) | $147,500 | $0 | $48,590 | |||
| JACQUELINE SPAIN TERMED 2723 | |||||||||
| MEDICAL DIRECTOR | 40.00 | 0.00 | $276,608 | $0 | $70,879 | Yes (X) | |||
| TYLER HUTCHISON | |||||||||
| CHIEF ACTUARY | 40.00 | 0.00 | $261,274 | $0 | $75,131 | Yes (X) | |||
| TIMOTHY CHRYSTAL | |||||||||
| DIR OF NEW & EXISTING SALES | 40.00 | 0.00 | $282,490 | $0 | $44,310 | Yes (X) | |||
| GARY TERESO | |||||||||
| DIRECTOR OF PHARMACY | 40.00 | 0.00 | $237,822 | $0 | $65,968 | Yes (X) | |||
| MICHAEL GAUVIN | |||||||||
| DIRECTOR PRODUCT DEVELOPMENT | 40.00 | 0.00 | $224,548 | $0 | $23,846 | Yes (X) | |||
| MICHAEL FASO | |||||||||
| FORMER INTERIM CFO | 39.00 | 1.00 | $173,387 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,389,347 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,746,731 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,977,840 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 141 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE MERCY HOSPITAL INC | |||||
| PO BOX 531870 | ATLANTA | GA | 30353 | MEDICAL SERVICES | $29,490,990 |
| BERKSHIRE MEDICAL CENTER | |||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | MEDICAL SERVICES | $26,681,293 |
| UMASS MEMORIAL MEDICAL CENTER INC | |||||
| PO BOX 415353 | BOSTON | MA | 02241 | MEDICAL SERVICES | $18,218,020 |
| THE COOLEY DICKINSON HOSPITAL | |||||
| PO BOX 412026 | BOSTON | MA | 02241 | MEDICAL SERVICES | $14,630,346 |
| HOLYOKE MEDICAL CENTER INC | |||||
| 575 BEECH STREET | HOLYOKE | MA | 01040 | MEDICAL SERVICES | $11,670,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 412 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICAID PREMIUM | 524114 | $354,396,790 | $354,396,790 |
| COMMERCIAL LARGE GROUP | 524114 | $229,570,956 | $229,570,956 |
| COMMERCIAL SMALL GROUP | 524114 | $223,844,423 | $223,844,423 |
| MEDICARE PREMIUM | 524114 | $115,184,403 | $115,184,403 |
| DSRIP | 524114 | $864,613 | $864,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $923,861,185 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,406,598 | TotalRevenueColumnAmt |
| Exclusion | $4,406,598 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $81,500,139 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82,480,592 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$980,453 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$980,453 | TotalRevenueColumnAmt |
| Exclusion | -$980,453 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OPTUM GROWTH CREDIT | 524114 | $3,515,023 | $3,515,023 |
| RETROSPECTIVE RATED CO | 524114 | -$418,583 | -$418,583 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,875 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $161,875 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,258,315 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $930,545,645 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $927,119,500 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,426,145 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,500 | TotalAmt |
| Program Services | $486,500 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,760,596 | TotalAmt |
| Program Services | $824,760,596 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,330,632 | TotalAmt |
| Management And General | $5,330,632 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,684,437 | TotalAmt |
| Management And General | $31,684,437 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,116,822 | TotalAmt |
| Management And General | $2,116,822 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,685,606 | TotalAmt |
| Management And General | $1,685,606 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,022,857 | TotalAmt |
| Management And General | $3,022,857 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,075,036 | TotalAmt |
| Management And General | $1,075,036 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,056,182 | TotalAmt |
| Management And General | $3,056,182 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,788 | TotalAmt |
| Management And General | $119,788 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,283 | TotalAmt |
| Management And General | $459,283 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,271,179 | TotalAmt |
| Management And General | $12,271,179 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,128 | TotalAmt |
| Management And General | $1,009,128 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,267,903 | TotalAmt |
| Management And General | $2,267,903 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,510,124 | TotalAmt |
| Management And General | $25,510,124 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,246 | TotalAmt |
| Management And General | $761,246 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,787 | TotalAmt |
| Management And General | $49,787 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,790 | TotalAmt |
| Management And General | $116,790 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,306 | TotalAmt |
| Management And General | $471,306 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,563 | TotalAmt |
| Management And General | $156,563 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| EXCHANGE ADMIN FEES | $2,714,373 | $2,714,373 |
| MISCELLANEOUS | $2,004,534 | $2,004,534 |
| REGULATORY FEES AND OTH | $1,698,517 | $1,698,517 |
| BAD DEBT EXPENSE | $297,861 | $297,861 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,067 | TotalAmt |
| Management And General | $431,067 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $923,558,117 | TotalAmt |
| Program Services | $825,247,096 | ProgramServicesAmt |
| Management And General | $98,311,021 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,085,986 | BOYAmt |
| EOY | $18,357,359 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $62,698,139 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,799,826 | BOYAmt |
| EOY | $4,269,221 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,626 | BOYAmt |
| EOY | $6,324,629 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,345,631 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,467,888 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,617,375 | BOYAmt |
| EOY | $1,877,743 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,388,536 | BOYAmt |
| EOY | $172,917,096 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,331,050 | BOYAmt |
| EOY | $7,523,904 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,382,813 | BOYAmt |
| EOY | $18,984,094 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,944,212 | BOYAmt |
| EOY | $292,952,185 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,899,378 | BOYAmt |
| EOY | $173,718,411 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,134,984 | BOYAmt |
| EOY | $27,314,755 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,034,362 | BOYAmt |
| EOY | $201,033,166 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,909,850 | BOYAmt |
| EOY | $91,919,019 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,909,850 | BOYAmt |
| EOY | $91,919,019 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,944,212 | BOYAmt |
| EOY | $292,952,185 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,987,528 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,634,537 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,343,822 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $373,380 | OtherCostOrOtherBasisAmt |
| Depreciation | $373,380 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,774,437 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,595,477 | DepreciationAmt |
| Book Value | $178,960 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,197,814 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,499,031 | DepreciationAmt |
| Book Value | $1,698,783 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,877,743 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| HEALTH CARE RECEIVABLES | $13,443,310 |
| RECEIVABLES FROM SUBS | $4,780,812 |
| ACCRUED INVESTMENT RECEIVABLE | $716,128 |
| OTHER RECEIVABLES | $43,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $18,984,094 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MEDICAL SUBSIDY PAYABLE | $10,943,547 |
| PREMIUMS RECEIVED IN ADVANCE | $16,231,356 |
| PAYABLE TO AFFILIATES | $139,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,314,755 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $930,086,362 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $930,086,362 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $459,283 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $459,283 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $930,545,645 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $923,098,834 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $923,098,834 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $459,283 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $459,283 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $923,558,117 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BAYSTATE HEALTH FOUNDATION | ||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 043549011 | 501(C)(3) | $100,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| CHRISTINA'S HOUSE INC | ||||||||
| 38 MADISON AVENUE | SPRINGFIELD | MA | 01105 | 364726957 | 501(C)(3) | $6,500 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| CLINICAL & SUPPORT OPTIONS INC | ||||||||
| 8 ATWOOD DRIVE SUITE 301 | NORTHAMPTON | MA | 01060 | 042206041 | 501(C)(3) | $60,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| EMPTY ARMS BEREAVEMENT SUPPORT | ||||||||
| 140 PINE STREET RM B2 | FLORENCE | MA | 01062 | 001049739 | 501(C)(3) | $8,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| FRANKLIN COUNTY COMMUNITY MEALS PROGRAM INC | ||||||||
| 118 E MAIN STREET | ORANGE | MA | 01364 | 043312968 | 501(C)(3) | $15,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| GIRLS ON THE RUN WESTERN MA | ||||||||
| 670 LINWOOD AVENUE SUITE 11 | WHITINSVILLE | MA | 01588 | 001194294 | 501(C)(3) | $50,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| INDIAN ORCHARD CITIZENS COUNCIL | ||||||||
| 117 MAIN STREET | INDIAN ORCHARD | MA | 01151 | 042702761 | 501(C)(3) | $7,500 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| JUST ROOTS INC | ||||||||
| 34 GLENBROOK DRIVE | GREENFIELD | MA | 01301 | 371637062 | 501(C)(3) | $7,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| PARTNERS FOR A HEALTHIER COMMUNITY INC | ||||||||
| 127 STATE STREET 4TH FL | SPRINGFIELD | MA | 01103 | 043342182 | 501(C)(3) | $45,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| THE CARE CENTER | ||||||||
| 247 CABOT STREET | HOLYOKE | MA | 01040 | 001095978 | 501(C)(3) | $60,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | ||||||||
| 97 N HATFIELD ROAD | HATFIELD | MA | 01038 | 042751023 | 501(C)(3) | $50,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| VALLEY OPPORTUNITY COUNCIL INC | ||||||||
| 374 MONTGOMERY STREET | CHICOPEE | MA | 01020 | 042692763 | 501(C)(3) | $7,500 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| WELLSPRING COOPERATIVE CORPORATION | ||||||||
| 143 MAIN STREET | SPRINGFIELD | MA | 01105 | 465509253 | 501(C)(3) | $50,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| UNITED WAY OF PIONEER VALLEY INC | ||||||||
| 1441 MAIN STREET STE147 | SPRINGFIELD | MA | 01103 | 042152680 | 501(C)(3) | $20,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HEALTH NEW ENGLAND REVIEWS ALL REQUESTS FOR GRANT FUNDS ON A QUARTERLY BASIS THROUGH THE COMMUNITY BENEFITS COMMITTEE, WHICH VETS AND APPROVES ALL GRANT AWARDS. AWARDS ARE SUBSTANTIATED ACCORDING TO ALIGNMENT WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. IN 2022, HEALTH NEW ENGLAND PRIORITIZED ORGANIZATIONS THAT SUPPORT CHRONIC CONDITIONS, MENTAL HEALTH AND SUBSTANCE USE DISORDER, INFANT AND PERINATAL/MATERNAL HEALTH, FOOD INSECURITIES AND EARLY LITERACY/EDUCATION. ALL AWARDED ORGANIZATIONS ARE CONTACTED THROUGHOUT THE YEAR. ORGANIZATIONS ARE REQUIRED TO CONFIRM USE OF HEALTH NEW ENGLAND'S GRANT FUNDS AND SUBMIT A YEAR END REPORT. COMMUNITY IMPACT DATA IS THE BASIS OF REPORTS FOR THE HEALTH NEW ENGLAND BOARD OF DIRECTORS AND ATTORNEY GENERAL COMMUNITY BENEFITS ANNUAL REPORT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARION A MCGOWAN TERMED 123122 | ||||||||||||||
| DIRECTOR, EVP/COO - BH | $0 | $852,779 | $0 | $337,658 | $0 | $1,833,699 | $0 | $41,609 | $0 | $19,392 | $0 | $3,085,137 | $0 | $0 |
| MARK ALVIN KEROACK MD | ||||||||||||||
| CHAIR/DIRECTOR, PRESIDENT&CEO BH | $0 | $1,542,937 | $0 | $619,496 | $0 | $427,802 | $0 | $22,875 | $0 | $19,768 | $0 | $2,632,878 | $0 | $4,200 |
| RICHARD SWIFT | ||||||||||||||
| PRESIDENT & CEO | $590,774 | $0 | $357,500 | $0 | $9,552 | $0 | $404,284 | $0 | $17,677 | $0 | $1,379,787 | $0 | $357,500 | $0 |
| RAYMOND MCCARTHY | ||||||||||||||
| SVP CFO TREAS BH | $0 | $700,431 | $0 | $215,579 | $0 | $216,350 | $0 | $25,925 | $0 | $1,792 | $0 | $1,160,077 | $0 | $26,405 |
| JODY GROSS | ||||||||||||||
| VP OPERATIONS & GOVT OPERATION | $465,294 | $0 | $121,743 | $0 | $29,631 | $0 | $161,130 | $0 | $9,027 | $0 | $786,825 | $0 | $121,743 | $0 |
| KEITH M LEDOUX | ||||||||||||||
| VP COMMERCIAL, LOB & SALES | $251,204 | $0 | $191,373 | $0 | $9,552 | $0 | $115,182 | $0 | $30,263 | $0 | $597,574 | $0 | $191,373 | $0 |
| KATE H MCINTOSH MD | ||||||||||||||
| VP & CHIEF MEDICAL OFFICER | $375,000 | $0 | $0 | $0 | $9,552 | $0 | $185,302 | $0 | $15,382 | $0 | $585,236 | $0 | $0 | $0 |
| LISA COHEN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $321,179 | $0 | $59,821 | $0 | $9,552 | $0 | $179,568 | $0 | $1,365 | $0 | $571,485 | $0 | $59,821 | $0 |
| SUSAN SILVER O'CONNOR | ||||||||||||||
| GENERAL COUNSEL | $267,811 | $0 | $96,110 | $0 | $24,920 | $0 | $128,335 | $0 | $22,981 | $0 | $540,157 | $0 | $96,110 | $0 |
| CASEY HOSSA | ||||||||||||||
| CHIEF INFORMATION OFFICER | $325,000 | $0 | $0 | $0 | $0 | $0 | $148,917 | $0 | $16,649 | $0 | $490,566 | $0 | $0 | $0 |
| JASON RIO | ||||||||||||||
| SR DIR REVENUE A&R | $242,933 | $0 | $26,056 | $0 | $1,161 | $0 | $58,962 | $0 | $22,731 | $0 | $351,843 | $0 | $26,056 | $0 |
| JACQUELINE SPAIN TERMED 2723 | ||||||||||||||
| MEDICAL DIRECTOR | $246,361 | $0 | $28,749 | $0 | $1,498 | $0 | $55,651 | $0 | $15,228 | $0 | $347,487 | $0 | $28,749 | $0 |
| TYLER HUTCHISON | ||||||||||||||
| CHIEF ACTUARY | $241,873 | $0 | $19,401 | $0 | $0 | $0 | $56,604 | $0 | $18,527 | $0 | $336,405 | $0 | $19,401 | $0 |
| TIMOTHY CHRYSTAL | ||||||||||||||
| DIR OF NEW & EXISTING SALES | $164,013 | $0 | $117,630 | $0 | $847 | $0 | $36,248 | $0 | $8,062 | $0 | $326,800 | $0 | $117,629 | $0 |
| GARY TERESO | ||||||||||||||
| DIRECTOR OF PHARMACY | $217,689 | $0 | $19,205 | $0 | $928 | $0 | $52,186 | $0 | $13,782 | $0 | $303,790 | $0 | $19,205 | $0 |
| MICHAEL GAUVIN | ||||||||||||||
| DIRECTOR PRODUCT DEVELOPMENT | $121,725 | $0 | $102,823 | $0 | $0 | $0 | $23,597 | $0 | $249 | $0 | $248,394 | $0 | $102,823 | $0 |
| JUDITH MICHELE DANEK | ||||||||||||||
| DIR OFFICE OF GOVT RELATION | $135,218 | $0 | $11,636 | $0 | $646 | $0 | $28,425 | $0 | $20,165 | $0 | $196,090 | $0 | $17,261 | $0 |
| MICHAEL FASO | ||||||||||||||
| FORMER INTERIM CFO | $173,387 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $173,387 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | MARK A. KEROACK, MD - SUPPLEMENTAL RETIREMENT OF $382,688 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $378,488 EARNED AND PAID IN 2022 AND $4,200 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FROM FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. RAYMOND MCCARTHY - SUPPLEMENTAL RETIREMENT OF $175,124 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2022. SUPPLEMENTAL RETIREMENT OF $4,575 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2022. MARION MCGOWAN - SUPPLEMENTAL RETIREMENT OF $35,509 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2022. |
| PART I, LINE 6 | CERTAIN EMPLOYEES OF HEALTH NEW ENGLAND, INC ARE ELIGIBLE FOR BONUSES IN PART BASED ON NET EARNINGS, EMPLOYEES RECEIVE A PERCENTAGE OF THE EXCESS REVENUES WHEN TARGET UNDERWRITING MARGINS ARE EXCEEDED. |
| PART I, LINE 7 | CERTAIN EMPLOYEES OF HEALTH NEW ENGLAND, INC ARE ELIGIBLE FOR BONUSES IN PART BASED ON NUMBERS OF MEMBERS BY LINES OF BUSINESSES, AND QUALITY - MEDICARE 5 STAR, PBM, MEDICAID AND POPULATION HEALTH. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINLILL LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | OWNED BY MICHAEL FASO | RelationshipDescriptionTxt |
| Transaction | $173,387 | TransactionAmt |
| Transaction | DURING THE 2022 TAX REPORTING PERIOD, GINLILL, LLC PROVIDED HEALTH NEW ENGLAND, INC. WITH DATA MODERNIZATION AND FORECASTING ANALYSIS TOOLS. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | IN 2022, HEALTH NEW ENGLAND FUNDED PROGRAMS THAT SERVED THE NEEDS OF SPECIFIC VULNERABLE AND LOW-INCOME COMMUNITIES WITHIN OUR SERVICE AREA AND ALIGN WITH THE HEALTH PRIORITIES AND SOCIAL AND ECONOMIC DETERMINANTS OF HEALTH AS IDENTIFIED BY THE 2019 CHNA. IN 2022, HEALTH NEW ENGLAND BUILT ON THE EXISTING MULTIYEAR COMMITMENTS TO ORGANIZATIONS THROUGH THE WHERE HEALTH MATTERS GRANT PROGRAM IN $250,000 GRANT FUNDS. - CLINICAL & SUPPORT OPTIONS (CSO) RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THEIR "FRIENDS OF THE HOMELESS" - CARE COORDINATION SUPPORT". THE GOAL IS TO DEVELOP AND IMPLEMENT MEDICAL PREVENTION AND RESPONSE STRATEGIES AND COORDINATE MEDICAL CARE AND CREATE GREATER ACCESS TO BEHAVIORAL HEALTH CARE FOR THOSE WHO ARE HOMELESS WHILE IMPROVING INDIVIDUAL CAPACITY FOR SELF-EFFICACY. (YEAR 3 OUT OF 3) - GIRLS ON THE RUN WESTERN MA (GOTR) RECEIVED $100,000 IN FUNDING OVER TWO YEARS TO SUPPORT THEIR "EXPANSION OF GIRLS ON THE RUN PROGRAM". GOTR WILL DOUBLE THEIR PROGRAMMING WITH THE GOAL OF IMPROVING PHYSICAL AND SOCIAL EMOTIONAL HEALTH OUTCOMES AMONG 3-8TH GRADE GIRLS IN CHICOPEE, HOLYOKE AND SPRINGFIELD SCHOOLS (YEAR 2 OUT OF 2). - THE CARE CENTER RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THE "ROQUE HOUSE AND CULTURAL CENTER". OVER THE NEXT 3 YEARS, THE CARE CENTER WILL PROVIDE A STABLE, INSPIRING AND SAFE HOME FOR YOUNG FAMILIES BY SUPPORTING A LIVE-IN ARTIST AND COUNSELOR TO SUPPORTING A VIBRANT LEARNING COMMUNITY OF YOUNG MOTHERS IN THE PROCESS OF ATTAINING THEIR COLLEGE DEGREE. (YEAR 2 OUT OF 3). - WELLSPRING RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT "GO FRESH MOBILE MARKET PROGRAM". GO FRESH MARKET WILL 1) DOUBLE THE NUMBER OF PEOPLE IT PROVIDES ACCESS TO FRESH, HEALTHY, LOCAL FOODS: 2) ENACT A PILOT PROGRAM TO EXPAND THE GO FRESH FARMERS MARKET THROUGHOUT WINTER PROVIDING YEAR-ROUND ACCESS TO HEALTH FOODS: 3) PARTNER WITH LOCAL HEALTH CLINICS TO ESTABLISH A FOOD REFERRAL PROGRAM THAT MEETS THE NEEDS OF PATIENTS WITH CHRONIC CONDITIONS THROUGH EDUCATION AND ACCESS TO HEALTHY FOODS: AND 4) CONTINUE TO SUPPORT MINORITY AND IMMIGRANT FARMERS VIA THE WELLSPRING HARVEST GREENHOUSE PROGRAM IN THE INDIAN ORCHARD NEIGHBORHOODS. (YEAR 2 OUT OF 3) IN 2022, HEALTH NEW ENGLAND AWARDED $100,000 IN DIVERSITY, EQUITY, INCLUSION AND BELONGING GRANTS TO 18 LOCAL NON-PROFIT ORGANIZATIONS, SUPPORTING PROGRAMS THAT ADDRESS MATERNAL AND INFANT HEALTH, WITH A FOCUS ON BOTH HEALTH EQUITY AND AT LEAST ONE SOCIAL DETERMINANT OF HEALTH. HEALTH NEW ENGLAND CONTINUED TO SUPPORT ITS PARENT ORGANIZATION BY AWARDING THE BAYSTATE HEALTH FOUNDATION A $102,250 GRANT FOR THE "COMMUNITY CONNECTIONS PROGRAM". IMPLEMENTATION OF THE COMMUNITY CONNECTIONS PROGRAM WILL ALLOW BAYSTATE DIVISION OF MIDEWIFERY AND COMMUNITY HEALTH TO HIRE A COMMUNITY HEALTH WORKER (CHW) FOCUSED ON 1) IMPROVING UTILIZATION AND PREVENTATIVE SCREENING RATES AT MASON SQUARE; 2) INCREASE PATIENT EXPERIENCE; AND 3) IMPROVE PATIENT AND INFANT HEALTH OUTCOMES. |
| FORM 990, PART III, LINE 4A | SHORT-TERM OUTCOMES ARE IN PROGRESS, AS THE GRANT RUNS FROM OCTOBER 2021 - SEPTEMBER 2024. IN 2022, HEALTH NEW ENGLAND AWARDED $100,000 IN DIVERSITY, EQUITY, INCLUSION AND BELONGING (DEIB) MINI GRANTS TO 19 LOCAL NON-PROFIT ORGANIZATIONS, SUPPORTING PROGRAMS THAT ADDRESS MATERNAL AND INFANT HEALTH, WITH A FOCUS ON BOTH HEALTH EQUITY AND AT LEAST ONE SOCIAL DETERMINANT OF HEALTH. ORGANIZATIONS INCLUDED BERKSHIRE FAMILY YMCA, BERKSHIRE HEALTH SYSTEM/OPERATION BETTER START, CHRISTINA'S HOUSE, DOUGLAS THOM CLINIC INC., EDUCARE SPRINGFIELD, EMPTY ARMS BEREAVEMENT SUPPORT, FRANKLIN COUNTY COMMUNITY MEALS PROGRAM, HILLTOWN VILLAGE INC., DBA IT TAKES VILLAGE, HOLYOKE HEALTH CENTER, INDIAN ORCHARD CITIZENS COUNCIL, INTERNATIONAL LANGUAGE INST. OF MA, JUST ROOTS, NEW VILLAGE CAR, NONOTUCK COMMUNITY SCHOOL, NORTH STAR FAMILY SERVICES, PIONEER VALLEY WALDORF ASSOCIATION - THE HARTSBROOK SCHOOL, THE CARE CENTER, VALLEY OPPORTUNITY COUNCIL AND VOLUNTEERS IN MEDICINE BERKSHIRES. HEALTH NEW ENGLAND CONTINUED TO SUPPORT ITS PARENT ORGANIZATION BY AWARDING THE BAYSTATE HEALTH FOUNDATION A $102,250 GRANT FOR THE "COMMUNITY CONNECTIONS PROGRAM." IMPLEMENTATION OF THE COMMUNITY CONNECTIONS PROGRAM". IMPLEMENTATION OF THE COMMUNITY CONNECTIONS PROGRAM WILL ALLOW BAYSTATE DIVISION OF MIDWIFERY AND COMMUNITY HEALTH TO HIRE A COMMUNITY HEALTH WORKER (CHW) FOCUSED ON 1) IMPROVING UTILIZATION AND PREVENTATIVE SCREENING RATES AT MASON SQUARE; 2) INCREASE PATIENT EXPERIENCE; AND 3) IMPROVE PATIENT AND INFANT HEALTH OUTCOMES. IN 2022, HEALTH NEW ENGLAND STRENGTHENED ITS POLICIES AND PRACTICES OF COMMUNITY GIVING, AND WORKED WITH KEY COMMUNITY PARTNERS TO ADVANCE SYSTEMATIC AND MEANINGFUL SOLUTIONS OF HEALTH IMPACTED BY SOCIAL INFLUENCES, INCLUDING RACISM IN OUR COMMUNITY. LONG TERM COMMUNITY PARTNERS HEALTH NEW ENGLAND SUPPORTED THIS YEAR WERE FRIENDS OF THE HOMELESS, UNITED WAY OF PIONEER VALLEY AND PUBLIC HEALTH INSTITUTE OF WESTERN MA. IN JUNE 2022, HEALTH NEW ENGLAND PARTNER WITH BAYSTATE HEALTH AND HOSTED FOUR VIRTUAL COMMUNITY BENEFIT FORUMS. DESIRED OUTCOME: - UPDATES ON RESPECTIVE COMMUNITY BENEFIT EFFORTS AND INVESTMENTS, PROGRAM, INITIATIVES, ACTIVITIES, INVESTMENT: HNE HAS DONE OVER THE PAST YEAR; - UNDERSTANDING OF 2022 CHNA, OVERVIEW OF HOSPITAL/HNE PRIORITIES/REGIONAL PRIORITY, AND SAMPLING OF DATA FINDINGS; AND - NEXT STEPS - HOW TO STAY ENGAGED AND WHAT TO EXPECT FOR CHNA. IN DECEMBER 2022, HEALTH NEW ENGLAND COMPLETED AND RELEASED THE UPDATED 2022 CHNA. THE 2022 CHNA UPDATES THE PRIORITIZED COMMUNITY HEALTH NEEDS IDENTIFIED IN THE 2016 AND 2019 REPORTS IN THREE AREAS: THE SOCIAL AND ECONOMIC FACTORS OR "DETERMINANTS" THAT INFLUENCE HEALTH, BARRIERS TO HEALTHCARE ACCESS, AND HEALTH BEHAVIORS AND OUTCOMES. THIS CHNA FOCUSED ON BERKSHIRE, HAMPDEN, HAMPSHIRE, FRANKLIN AND WORCESTER COUNTY-LEVEL DATA AND DATA FOR SELECT COMMUNITIES AS AVAILABLE: CHICOPEE, HOLYOKE, SPRINGFIELD AND WEST SPRINGFIELD. THE PROCESS CONSISTED OF: A REVIEW OF EXISTING ASSESSMENT REPORTS; SURVEY OF PUBLIC HEALTH OFFICIALS; PRELIMINARY ANALYSIS OF COVID-19'S IMPACT ON THE REGION; AND ANALYSIS OF QUANTITATIVE DATA, WITH EFFORTS WHERE POSSIBLE TO DISAGGREGATE (EG. BY RACE, ETHNICITY, GENDER, AGE, LGBTQIA+, GEOGRAPHY) TO UNDERSTAND HEALTH DISPARITIES. QUALITATIVE DATA FROM COMMUNITY "CHATS", KEY INFORMANT INTERVIEWS, AND FOCUS GROUPS CONDUCTED THROUGHOUT THE SERVICE AREA OF HAMPDEN, HAMPSHIRE, FRANKLIN, BERKSHIRE AND WORCESTER COUNTIES. THE INTERVIEWS AND FOCUS GROUPS WERE PRIMARILY ABOUT YOUTH MENTAL HEALTH. HEALTH NEW ENGLAND'S 2022 CHNA INCLUDES THE IMPACT OF COVID-19 ON HEALTH NEEDS IN THE REGION, AND LIFTS UP THE PRIORITIZED NEED OF YOUTH MENTAL HEALTH AS A REGIONAL FOCUS AREA FOR ADDITIONAL DATA GATHERING. FURTHER, HEALTH NEW ENGLAND PRIORITIZED TWO OF THE IDENTIFIED HEALTH NEEDS FOR A DEEPER DIVE AND ADDITIONAL DATA GATHERING: CHRONIC CONDITIONS AND MENTAL HEALTH/SUBSTANCE USE DISORDER. THE 2022 CHNA FOCUSES ON INEQUITIES AMONG YOUTH, OLDER ADULTS AND JUSTICE-INVOLVED INDIVIDUALS. HEALTH NEW ENGLAND HAS ALSO TRADITIONALLY SUPPORTED OTHER ACTIVITIES AND INITIATIVES OF ITS PARENT, BAYSTATE HEALTH. HEALTH NEW ENGLAND HAS PARTICIPATED IN SEVERAL JOINTLY-SPONSORED MULTI-YEAR COMMITMENTS WITH THE FOLLOWING ORGANIZATIONS. - NATIONAL CONFERENCE OF COMMUNITY AND JUSTICE - GREATER SPRINGFIELD CHAPTER, URBAN LEAGUE - BAYSTATE HEALTH DEPARTMENT OF PSYCHIATRY EDUCATIONAL FUNDING - SPRINGFIELD HEALTH AND HUMAN SERVICES ANNUAL COMMUNITY BABY SHOWER - GREATER SPRINGFIELD DIAPER BANK - SAFE PASSAGE HOT CHOCOLATE RUN, PROVIDES A VARIETY OF SUPPORT AND ADVOCACY SERVICES FOR WOMEN AND CHILDREN WHO HAVE EXPERIENCED DOMESTIC VIOLENCE. THE HOT CHOCOLATE RUN IS THE MAJOR FUNDRAISER FOR THIS ORGANIZATION. HEALTH NEW ENGLAND HAS A LONG HISTORY OF SUPPORTING COMMUNITY HEALTH EDUCATION PROGRAMS AND INITIATIVES WITHIN OUR SERVICE AREA WITHER THROUGH THE PROVISION OF FUNDING AND/OR DIRECT DELIVERY. FOLLOWING ARE HIGHLIGHTS OF SUCH EDUCATIONAL PROGRAM OFFERINGS SUPPORTED BY HEALTH NEW ENGLAND: - THE PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS: THE PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS (PHIWM) IS A NONPROFIT ORGANIZATION COMMITTED TO IMPROVING THE PUBLIC'S HEALTH BY EDUCATING COMMUNITY PARTNERS, FOSTERING INNOVATION, LEVERAGING RESOURCES AND BUILDING PARTNERSHIPS ACROSS THE SECTORS, INCLUDING GOVERNMENT AGENCIES, COMMUNITIES, THE HEALTH CARE DELIVERY SYSTEM, MEDIA AND ACADEMIA. PHI USES A COLLABORATIVE PROGRAMMING APPROACH TO SOLVE PRESSING COMMUNITY HEALTH ISSUES. - PIONEER VALLEY ASTHMA COALITION: A COMMUNITY PARTNERSHIP THAT WORKS TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS, FAMILIES AND COMMUNITIES AFFECTED BY ASTHMA. THE PVAC WAS FORMED TO ADDRESS ASTHMA FROM A COMMUNITY, HOLISTIC PERSPECTIVE, BRINGING TOGETHER A VARIETY OF GROUPS TO ADDRESS THE MANY FACTORS THAT IMPACT ASTHMA, INCLUDING: HEALTHCARE ORGANIZATIONS (EG. BAYSTATE HEALTH), HEALTH PLANS, LOCAL AND STATE PUBLIC HEALTH AGENCIES (EG. SPRINGFIELD HEALTH AND HUMAN SERVICES), HOUSING ORGANIZATIONS, COMMUNITY AGENCIES, ACADEMIC INSTITUTIONS, COMMUNITY MEMBERS AND A VARIETY OF OTHER TYPES OF ORGANIZATIONS WITHIN THE COMMUNITY. HEALTH NEW ENGLAND HAS ALSO WORKED WITH PARTNER AGENCIES AND ORGANIZATIONS IN SUPPORT OF PROGRAMS RELATED TO CHRONIC DISEASE MANAGEMENT, INCLUDING: - DIABETES PROGRAMMING AND SUPPORT: DIABETES EDUCATION AT BRIGHTWOOD HEALTH CENTER, DIABETES EDUCATION CENTER, MERCY MEDICAL CENTER, RIVERBEND MEDICAL GROUP "GET INFORMED ABOUT DIABETES AND WESTERN MASSACHUSETTS DIETETIC ASSOCIATION - CANCER EDUCATION AND SUPPORT: CANCER CONNECTION, RAYS OF HOPE OUTREACH, MERCY MEDICAL SISTER CARITAS CANCER CENTER, CANCER HOUSE OF HOPE, BAYSTATE CANCER CENTER - HEART DISEASE: AMERICAN HEART ASSOCIATION GET TO GOAL CAMPAIGN, AMERICAN HEART ASSOCIATION HEART WALK, GO RED FOR WOMEN, LA ESPERANZA LATINA HEALTH FAIR, CHICOPEE CHAMBER OF COMMERCE HEALTH FAIR - NUTRITION AND ANTI-OBESITY OUTREACH: BOYS AND GIRLS CLUBS NUTRITION COUNSELING AND HEALTHY WEIGHT CLINICS, AMHERST SURVIVAL CENTER EMPTY BOWLS AWARENESS AND FUNDRAISING EVENT, GARDENING THE COMMUNITY, MASON SQUARE AND BRIGHTWOOD FARMERS MARKETS, AND FOOD BANK OF WESTERN MASSACHUSETTS - SENIOR WELLNESS: AREA SENIOR CENTERS, BAYSTATE HEALTH SENIOR CLASS PROGRAMMING FRANKLIN COUNTY HOME CARE, AND TOWN OF ADAMS COUNCIL OF AGING HEALTH NEW ENGLAND ALSO CONDUCTS COMMUNITY BENEFITS ACTIVITIES OUTSIDE OF THE PROGRAMS DESCRIBED ABOVE. HEALTH NEW ENGLAND HAS USED ITS AGREEMENTS WITH HEALTH CARE PROVIDERS TO PROMOTE QUALITY IMPROVEMENT ACTIVITIES AND TO FINANCE IMPROVED COORDINATION OF HEALTH CARE FOR INDIVIDUALS WITH SEVERE OR CHRONIC DISEASES. |
| FORM 990, PART VI, SECTION A, LINE 2 | TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990, PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF AFFILIATED ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | AS A MASSACHUSETTS NONPROFIT ORGANIZATION, HEALTH NEW ENGLAND, INC. HAS NO STOCKHOLDERS AND ONE LEGAL MEMBER - BAYSTATE HEALTH, INC. HEALTH NEW ENGLAND, INC. REFERS TO ITS ENROLLEES AS "MEMBERS", BUT HEALTH NEW ENGLAND, INC.'S ORGANIZATIONAL DOCUMENTS AND BY LAWS GIVE ENROLLEES NO ORGANIZATIONAL MEMBERSHIP STATUS FROM A LEGAL PERSPECTIVE. |
| FORM 990, PART VI, SECTION A, LINE 7A | BAYSTATE HEALTH, INC. IS THE SOLE MEMBER OF HEALTH NEW ENGLAND, INC. CONSEQUENTLY, BAYSTATE HEALTH HAS FINAL AUTHORITY ON ALL APPOINTMENTS AND ELECTIONS TO THE HEALTH NEW ENGLAND, INC BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE HEALTH NEW ENGLAND, INC. ("HNE") GOVERNANCE COMMITTEE (THE "COMMITTEE") IS MADE UP OF MEMBERS OF THE HNE BOARD OF DIRECTORS AND THE HNE GENERAL COUNSEL, WHO SERVES IN AN ADVISORY, NON-VOTING CAPACITY. THE COMMITTEE IS RESPONSIBLE FOR OVERSEEING AND MAKING RECOMMENDATIONS ON MATTERS AFFECTING THE GOVERNANCE OF HNE AND ITS AFFILIATES, CONSISTENT WITH THE HNE BYLAWS. THE PRINCIPAL ACTIVITIES OF THE COMMITTEE ARE TO DEVELOP AND RECOMMEND TO THE BOARD PROCEDURES AND POLICIES DESIGNED TO PROVIDE FOR EFFECTIVE AND EFFICIENT GOVERNANCE, INCLUDING BUT NOT LIMITED TO: EVALUATION OF THE BOARD AND THE BOARD CHAIR; RECRUITMENT AND RECOMMENDATION OF CANDIDATES FOR BOARD MEMBERSHIP; BOARD ORIENTATION AND EDUCATION; SUCCESSION PLANNING FOR THE BOARD CHAIR AND OTHER BOARD LEADERS AND PERIODIC REVIEW AND AMENDMENT OF COMMITTEE CHARTERS AND CORPORATE BY LAWS AS NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO THE FILING OF THIS RETURN APPROPRIATE PARTS OF THIS FORM 990 WERE REVIEWED BY REPRESENTATIVES FROM THE FINANCE AND LEGAL DEPARTMENTS OF HEALTH NEW ENGLAND, INC., SOME OF WHOM ARE OFFICERS OF THE FILING ORGANIZATION. THE ENTIRE RETURN WAS REVIEWED BY A TAX EXPERT FROM AN OUTSIDE ACCOUNTING FIRM. THE ENTIRE RETURN WAS SENT OUT TO THE BOARD OF DIRECTORS AND OFFICERS OF HEALTH NEW ENGLAND, INC. FOR COMMENT AND REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | HEALTH NEW ENGLAND, INC. HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. ALL DIRECTORS, OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OF HEALTH NEW ENGLAND AND ITS AFFILIATES ARE ASKED TO COMPLETE AN ANNUAL "CONFLICT OF INTEREST" FORM. WE USE AN ELECTRONIC DATABASE TO RECEIVE AND MANAGE ALL CONFLICT OF INTEREST SUBMISSIONS. THIS INFORMATION IS REVIEWED BY THE HEALTH NEW ENGLAND DIRECTOR OF COMPLIANCE AND THE HEALTH NEW ENGLAND LEGAL DEPARTMENT. POTENTIAL CONFLICT OF INTEREST TRANSACTIONS ARE REVIEWED AS APPROPRIATE UNDER THE POLICY, WHICH PROVIDES FOR RECUSAL FROM DISCUSSION AND DELIBERATION BY ANY PARTY WITH A POTENTIAL CONFLICT OF INTEREST. HEALTH NEW ENGLAND EMPLOYEES ALSO SIGN AN ANNUAL STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY; AND (C) HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE PRESIDENT AND CEO AND OF OTHER KEY OFFICERS IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS (KORN FERRY/HAY GROUP) FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA. THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE INDEPENDENT COMPENSATION COMMITTEE OF HEALTH NEW ENGLAND, INC. AND ALL SUCH DELIBERATIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION |
| FORM 990, PART XI, LINE 9: | CHANGE IN NON ADMITTED ASSETS -1,343,822. |
| FORM 990, PART XII, LINE 1: | THE AUDITED FINANCIAL STATEMENTS ARE BASED ON INSURANCE STATUTORY ACCOUNTING PRINCIPLES (SAP) PROMULGATED BY THE ACCOUNTING PRACTICES AND PROCEDURES TASK FORCE UNDER THE AUSPICES OF THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS (NAIC). THIS FORM OF ACCOUNTING IS TYPICALLY LOOKED UPON AS MORE CONSERVATIVE THAN ACCRUAL ACCOUNTING WITHOUT QUITE BEING CASH BASIS. THE ACCOMPANYING STATUTORY BASIS FINANCIAL STATEMENTS HAVE BEEN PREPARED IN ACCORDANCE WITH NAIC STATEMENTS OF STATUTORY ACCOUNTING PRINCIPLES (SSAP) AND IN ACCORDANCE WITH STATUTORY ACCOUNTING PRACTICES (SAP) PRESCRIBED BY THE STATE OF MASSACHUSETTS, WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). SUCH PRACTICES VARY FROM GAAP PRINCIPALLY AS FOLLOWS: INVESTMENTS - FOR STATUTORY, INVESTMENTS IN BONDS ARE REPORTED AT AMORTIZED COST OR FAIR VALUE BASED ON THEIR NAIC RATING. FOR GAAP PURPOSES, SUCH FIXED MATURITY INVESTMENTS WOULD BE DESIGNATED AT PURCHASE AS HELD-TO-MATURITY TRADING OR AVAILABLE FOR SALE. HELD-TO-MATURITY FIXED INVESTMENTS WOULD BE REPORTED AT AMORTIZED COST AND THE REMAINING FIXED MATURITY INVESTMENTS WOULD BE REPORTED AT FAIR VALUE. FOR STATUTORY PURPOSES, UNREALIZED GAINS AND LOSSES ON INVESTMENTS ARE EXCLUDED FROM NET INCOME AND REPORTED AS AN INCREASE OR DECREASE IN CAPITAL AND SURPLUS. DECREASES IN FAIR VALUE THAT ARE DETERMINED BY MANAGEMENT TO BE OTHER THAN TEMPORARY ARE REPORTED AS REALIZED LOSSES. THE ORGANIZATION HAS ELECTED THE FAIR VALUE OPTION FOR CERTAIN OF ITS INVESTMENTS. ALL SINGLE CLASS AND MULTI CLASS MORTGAGE BACKED/ASSET BACKED SECURITIES (E.G. CMOS) ARE ADJUSTED FOR THE EFFECTS OF CHANGES IN PREPAYMENT ASSUMPTIONS ON THE RELATED ACCRETION OF DISCOUNT OR AMORTIZATION OF PREMIUM OF SUCH SECURITIES USING PROSPECTIVE METHOD. IF IT IS DETERMINED THAT A DECLINE IN FAIR VALUE IS OTHER THAN TEMPORARY, THE COST BASIS OF THE SECURITY IS WRITTEN DOWN TO THE PRESENT VALUE OF ESTIMATED FUTURE CASH FLOWS USING THE ORIGINAL EFFECTIVE INTEREST RATE INHERENT IN THE SECURITY. NON ADMITTED ASSETS - CERTAIN ASSETS ARE DESIGNATED AS NON- ADMITTED. THESE ASSETS (WHICH ARE PRINCIPALLY ELECTRONIC DATA PROCESSING EQUIPMENT, PREPAID ITEMS, CERTAIN HEALTH RECEIVABLES, RECEIVABLES OVER 90 DAYS PAST DUE AND NON-AUDITED EQUITY VALUE OF SUBSIDIARIES) ARE EXCLUDED FROM THE ACCOMPANYING STATEMENTS OF ADMITTED ASSETS, LIABILITIES AND CAPITAL AND SURPLUS. THESE ITEMS ARE CHARGED DIRECTLY TO UNASSIGNED SURPLUS. UNDER GAAP, SUCH ASSETS ARE INCLUDED IN THE BALANCE SHEET, TO THE EXTENT THEY ARE NOT IMPAIRED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAYSTATE HEALTH INC | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 042105941 | IMPROVE THE HEALTH OF PEOPLE IN OUR COMMUNITITES EVERY DAY | MA | 501(C)(3) | 7 | N/A | 0 | |
| BAYSTATE MEDICAL CENTER INC | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 042790311 | ACUTE CARE TEACHING HOSPITAL | MA | 501(C)(3) | 3 | 0 | BAYSTATE HEALTH INC | |
| VISITING NURSE ASSN AND HOSPICE OF WESTERN NEW ENGLAND INC | |||||||||||
| 30 CAPITAL DRIVE SUITE A | WEST SPRINGFIELD | MA | 01089 | 042105803 | HOMEHEALTH AND HOSPICE CARE | MA | 501(C)(3) | 10 | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE HEALTH FOUNDATION INC | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 043549011 | FUNDRAISING | MA | 501(C)(3) | 7 | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE ADMINISTRATIVE SERVICES INC | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 222747685 | ADMINISTRATIVE SERVICES | MA | 501(C)(3) | 12C, III-FI | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE TOTAL HOME CARE INC | |||||||||||
| 280 CHESTNUT STREET | SPRINGFIELD | MA | 01104 | 203260764 | REAL ESTATE AND OTHER | MA | 501(C)(3) | 12B, II | 0 | BAYSTATE MEDICAL CENTER INC | |
| BAYSTATE WING HOSPITAL CORPORATION | |||||||||||
| 40 WRIGHT STREET | PALMER | MA | 01069 | 222519813 | HOSPITAL | MA | 501(C)(3) | 3 | 0 | BAYSTATE HEALTH INC | |
| HNE OF CONNECTICUT INC | |||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 01104 | 465190134 | HMO | CT | 501(C)(4) | Yes (1) | HEALTH NEW ENGLAND INC | ||
| BAYSTATE NOBLE HOSPITAL CORPORATION | |||||||||||
| 115 WEST SILVER STREET | WESTFIELD | MA | 010861634 | 222537423 | HOSPITAL | MA | 501(C)(3) | 3 | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE FRANKLIN MEDICAL CENTER | |||||||||||
| 164 HIGH STREET | GREENFIELD | MA | 01301 | 042103575 | HOSPITAL | MA | 501(C)(3) | 3 | 0 | BAYSTATE HEALTH INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| BAYSTATE HEALTH URGENT CARE | |||||||||
| 700 CONGRESS STREET | QUINCY | MA | 02169 | 384059312 | URGENT HEALTHCARE | MA | N/A | 0 | 0 |
| AMSURG BMC LLC | |||||||||
| 1A BURTON HILLS BOULEVARD | NASHVILLE | TN | 372156187 | 843258572 | MEDICAL SERVICES | MA | N/A | 0 | 0 |
| BAYSTATE NEW ENGLAND ORTHOPEDIC SURGEONS ALLIANCE | |||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 881824108 | MEDICAL SERVICES | MA | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INGRAHAM CORPORATION | ||||||||||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 043016257 | HEALTH CARE AND OTHER BUSINESS ACTIVITIES | MA | N/A | C | 0 | |||||||||
| HNE INSURANCE SERVICES INC | ||||||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 043183019 | COLLECTION OF SERVICES FOR ANCILLARY SERVICES | MA | C | Yes (1) | HNE HOLDING CORPORATION | $11,063 | $139,852 | 1.00000 | ||||||
| HNE ADVISORY SERVICES | ||||||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 043012347 | ADMINISTRATIVE SERVICES | MA | C | Yes (1) | HNE HOLDING CORPORATION | -$168,921 | $13,021,733 | 1.00000 | ||||||
| HNE HOLDING CORPORATION | ||||||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 464620480 | HOLDING COMPANY | MA | C | Yes (1) | HEALTH NEW ENGLAND INC | -$2,500,953 | $3,347,095 | 1.00000 | ||||||
| BAYSTATE HEALTH INSURANCE COMPANY LTD | ||||||||||||||||||
| 980421413 | OFFSHORE CAPTIVE INSURANCE | N/A | C | 0 | N CHURCH STREET GEORGETOWN | GRAND CAYMAN | CJ | KYI-1104 | CJ | |||||||||
| HNE INSURANCE COMPANY INC | ||||||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 454462433 | PROVIDE HEALTH CARE FOR MA MEDICARE SUPPLEMENT MEMBERS | MA | C | Yes (1) | HNE HOLDING CORPORATION | -$2,234,716 | $5,108,036 | 1.00000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HNE ADVISORY SERVICES | ||
| L | $18,390,967 | LEDGER ACTIVITY |
| HNE INSURANCE COMPANY INC | ||
| L | $2,414,612 | LEDGER ACTIVITY |
| HNE ADVISORY SERVICES | ||
| P | $17,172,570 | LEDGER ACTIVITY |
| HNE INSURANCE COMPANY INC | ||
| P | $494,641 | LEDGER ACTIVITY |