HOLYOKE VISITING NURSE ASSOCIATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOLYOKE VISITING NURSE ASSOCIATION INC (EIN 04-2104310)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-12
- IRS object ID
- 202242249349301219
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-12T09:17:19-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyoke Visiting Nurse Association Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLY | BusinessNameControlTxt |
| Phone | 4135345691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dean Vitarisi | PersonNm |
| Person Title | Treasurer & CFO | PersonTitleTxt |
| Phone | 4135345691 | PhoneNum |
| Signature | 2022-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Dean | PersonFirstNm |
| Person Last | Vitarisi | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2022-08-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Spiridon E Hatiras | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,659,717 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.holyokevna.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1905 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | The Holyoke Visiting Nurse Association, Inc., established in 1905, is dedicated to providing quality home health care to individuals who are elderly, impoverished and medically needy. We coordinate and deliver comprehensive, cost effective services including nursing, physical therapy, occupational therapy, speech therapy, social work and home health aide care. In addition, we are committed to promoting community health through education and special programs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 96 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $316,847 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,297 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,280,246 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,590,743 | CYProgramServiceRevenueAmt |
| PY Investment Income | $39,756 | PYInvestmentIncomeAmt |
| CY Investment Income | $47,677 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,636,849 | PYTotalRevenueAmt |
| CY Total Revenue | $6,659,717 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,098,271 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,152,341 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,965,238 | PYOtherExpensesAmt |
| CY Other Expenses | $2,073,896 | CYOtherExpensesAmt |
| PY Total Expenses | $7,063,509 | PYTotalExpensesAmt |
| CY Total Expenses | $7,226,237 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$426,660 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$566,520 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,979,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,945,624 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,789,458 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,148,421 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $189,879 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$202,797 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Holyoke Visiting Nurse Association, Inc., established in 1905, is dedicated to providing quality home health care to individuals who are elderly, impoverished and medically needy. We coordinate and deliver comprehensive, cost effective services, including nursing, physical therapy, occupational therapy, speech therapy, social work and home health aide care. In addition, we are committed to promoting community health through education and special programs. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,198,597 | ExpenseAmt |
| Revenue | $6,590,743 | RevenueAmt |
| Desc | Home Care - provides acute health care services to patients who can be cared for at home and provides supportive care for the terminally ill on a 24 hour basis. | Desc |
| Total Program Service Expenses | $5,198,597 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 96 | 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | Dean Vitarisi | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4135345691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Carl Cameron | ||||||||
| Director | 1.00 | 42.00 | Yes (X) | $0 | $378,527 | $45,162 | ||
| Bryarly Lehmann | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jon Lumbra | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Spiridon E Hatiras | ||||||||
| President & Clerk | 1.00 | 48.50 | Yes (X) | $0 | $802,073 | $66,770 | ||
| Michael Koziol | ||||||||
| Treasurer/CFO (end Jan 21) | 1.00 | 47.00 | Yes (X) | $0 | $360,379 | $20,271 | Yes (X) | |
| Dean Vitarisi | ||||||||
| Treasurer/CFO (start Jan 21) | 1.00 | 47.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Eileen O'Leary-Sullivan | ||||||||
| Chairperson | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| William Rogalski | ||||||||
| Vice Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Debra Strempek | ||||||||
| Executive Director (end May 21) | 40.00 | 0.00 | Yes (X) | $0 | $149,089 | $8,035 | Yes (X) | |
| Jason Kazeroid | ||||||||
| Finance Director (end April 21) | 40.00 | 0.00 | Yes (X) | $0 | $93,671 | $18,347 | Yes (X) | |
| Brad Borbidge CPA | ||||||||
| Delegated Exec. & Finance Director | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Stacie Carlin | ||||||||
| Registered Nurse | 40.00 | 0.00 | $133,454 | $0 | $12,086 | Yes (X) | ||
| Maureen Gronden | ||||||||
| Registered Nurse | 40.00 | 0.00 | $110,715 | $0 | $2,899 | Yes (X) | ||
| Barbara Kelly-Kinney | ||||||||
| Registered Nurse | 40.00 | 0.00 | $104,309 | $0 | $8,120 | Yes (X) | ||
| Natalya Gavel | ||||||||
| Registered Nurse | 40.00 | 0.00 | $102,809 | $0 | $11,998 | Yes (X) | ||
| Stephen Chevalier | ||||||||
| Registered Nurse | 40.00 | 0.00 | $102,025 | $0 | $8,099 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $553,312 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,783,739 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $201,787 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Valley Health Systems Inc | |||||
| 20 Hospital Drive | Holyoke | MA | 01040 | Management Services | $280,505 |
| Core Medical Group | |||||
| PO Box 306478 | Nashville | TN | 37230 | Staffing Services | $157,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $21,297 | AllOtherContributionsAmt |
| Total Contributions | $21,297 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Home Care | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $6,590,743 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,590,743 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,590,743 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,677 | TotalRevenueColumnAmt |
| Exclusion | $47,677 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,659,717 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,590,743 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $47,677 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,385,176 | TotalAmt |
| Program Services | $3,502,534 | ProgramServicesAmt |
| Management And General | $882,642 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,673 | TotalAmt |
| Program Services | $316,831 | ProgramServicesAmt |
| Management And General | $79,842 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,492 | TotalAmt |
| Program Services | $296,394 | ProgramServicesAmt |
| Management And General | $74,098 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,915 | TotalAmt |
| Management And General | $423,915 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,879 | TotalAmt |
| Management And General | $2,879 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,184 | TotalAmt |
| Management And General | $40,184 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,955 | TotalAmt |
| Management And General | $2,955 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,063 | TotalAmt |
| Program Services | $126,469 | ProgramServicesAmt |
| Management And General | $428,594 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,203 | TotalAmt |
| Program Services | $2,558 | ProgramServicesAmt |
| Management And General | $645 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,586 | TotalAmt |
| Program Services | $115,808 | ProgramServicesAmt |
| Management And General | $29,778 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,306 | TotalAmt |
| Program Services | $79,318 | ProgramServicesAmt |
| Management And General | $19,988 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,680 | TotalAmt |
| Program Services | $82,013 | ProgramServicesAmt |
| Management And General | $20,667 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,128 | TotalAmt |
| Program Services | $124,870 | ProgramServicesAmt |
| Management And General | $7,258 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776 | TotalAmt |
| Program Services | $620 | ProgramServicesAmt |
| Management And General | $156 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,135 | TotalAmt |
| Program Services | $4,101 | ProgramServicesAmt |
| Management And General | $1,034 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,441 | TotalAmt |
| Program Services | $37,892 | ProgramServicesAmt |
| Management And General | $9,549 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Program Supplies | $340,830 | $340,830 | |
| Bad Debt | $154,644 | $154,644 | |
| Other Expenses | $17,171 | $13,715 | $3,456 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,226,237 | TotalAmt |
| Program Services | $5,198,597 | ProgramServicesAmt |
| Management And General | $2,027,640 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,156 | BOYAmt |
| EOY | $732,815 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $511,599 | BOYAmt |
| EOY | $9,564 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,249,307 | BOYAmt |
| EOY | $890,285 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,600 | BOYAmt |
| EOY | $46,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $501,420 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $488,868 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,687 | BOYAmt |
| EOY | $12,552 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,210 | BOYAmt |
| EOY | $639,465 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,778 | BOYAmt |
| EOY | $614,836 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,979,337 | BOYAmt |
| EOY | $2,945,624 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,544,616 | BOYAmt |
| EOY | $1,903,579 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,244,842 | BOYAmt |
| EOY | $1,244,842 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,789,458 | BOYAmt |
| EOY | $3,148,421 | 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 | -$444,847 | BOYAmt |
| EOY | -$885,581 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $634,726 | BOYAmt |
| EOY | $682,784 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,879 | BOYAmt |
| EOY | -$202,797 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,979,337 | BOYAmt |
| EOY | $2,945,624 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$566,520 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $125,786 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $48,058 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,569 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $316,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,297 | CurrentTaxYearAmt |
| Total | $387,260 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,620,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,254,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,578,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,280,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,590,743 | CurrentTaxYearAmt |
| Total | $32,324,606 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,624,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,285,204 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,592,559 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,597,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,612,040 | CurrentTaxYearAmt |
| Total | $32,711,866 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $32,711,866 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,677 | CurrentTaxYearAmt |
| Total | $281,724 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,897 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,677 | CurrentTaxYearAmt |
| Total | $281,724 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,699,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,340,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,656,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,636,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,659,717 | CurrentTaxYearAmt |
| Total | $32,993,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99150 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99150 | PublicSupportPY509Pct |
| Investment Income CY | 0.00850 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00850 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,948 | BeginningYearBalanceAmt |
| End Year Balance | $67,948 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,948 | BeginningYearBalanceAmt |
| End Year Balance | $67,948 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,948 | BeginningYearBalanceAmt |
| End Year Balance | $67,948 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,948 | BeginningYearBalanceAmt |
| End Year Balance | $67,948 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,948 | BeginningYearBalanceAmt |
| End Year Balance | $67,948 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $501,420 | OtherCostOrOtherBasisAmt |
| Depreciation | $488,868 | DepreciationAmt |
| Book Value | $12,552 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,552 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial Interest in Perpetual Trust Held by Others | Desc |
| Book Value | $614,836 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $614,836 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Affiliates | Desc |
| Amt | $1,244,842 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,244,842 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,675,962 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $125,786 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $48,058 | OtherRevenueAmt |
| Revenue Not Reported | $173,844 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,502,118 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,955 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $154,644 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $157,599 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,659,717 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,068,638 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,068,638 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,955 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $154,644 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $157,599 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,226,237 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Association's spending policy is equal to investment returns. All available investment returns earned on endowments are expended in the year earned. |
| Part X, Line 2: | The Foundation and the VNA are public charities under Section 501(c)(3) of the Internal Revenue Code. As public charities, the Foundation and the VNA are exempt from state and federal income taxes on income earned in accordance with their tax-exempt purpose. Under guidance issued by the FASB, 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. Unrelated business income is subject to state and federal income tax. Management has evaluated the Foundation's and the VNA's tax positions and concluded that they have no unrelated business income or uncertain tax positions that require adjustment to the combined financial statements. |
| Part XI, Line 2d - Other Adjustments: | Change in market value of beneficial interest in perpetual trust 48,058. |
| Part XI, Line 4b - Other Adjustments: | Bad debts included with revenue 154,644. |
| Part XII, Line 4b - Other Adjustments: | Bad debts included with Revenue 154,644. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Spiridon E Hatiras | ||||||||||||||
| President & Clerk | $0 | $802,073 | $0 | $0 | $0 | $0 | $0 | $46,887 | $0 | $19,883 | $0 | $868,843 | $0 | $0 |
| Carl Cameron | ||||||||||||||
| Director | $0 | $378,527 | $0 | $0 | $0 | $0 | $0 | $24,888 | $0 | $20,274 | $0 | $423,689 | $0 | $0 |
| Michael Koziol | ||||||||||||||
| Treasurer/CFO (end Jan 21) | $0 | $360,379 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,271 | $0 | $380,650 | $0 | $0 |
| Debra Strempek | ||||||||||||||
| Executive Director (end May 21) | $0 | $149,089 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,035 | $0 | $157,124 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | The compensation for the Organization's executive director and finance director was established by a related organization, Valley Health Systems, Inc. That organization established their compensation by using a compensation committee and a compensation study. The compensation was also approved by the System's compensation committee. |
| Part I, Line 4b | Holyoke 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 2020 Tax Year, the following listed individuals received 457(f) contributions under the plan: Spiros Hatiras, $44,037; and Carl Cameron, $23,869. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 3 | Starting in May of 2021, the roles and control of the Executive Director and the Finance Director positions were outsourced and delegated to the public accounting and financial services firm BerryDunn; Brad Borbidge, CPA, is the Principal with BerryDunn who was assigned to supervise and overview these managerial responsibilities once they were delegated to BerryDunn. As this management transition and outsourcing did not begin until May, 2021, there was no calendar year 2020 compensation or fees paid to BerryDunn or Brad Borbidge for these services. In accordance with IRS Instructions for the recognition of compensation on fiscal year tax returns, the Organization will not be required to disclose any compensation related to these management services until the Organization files its Form 990 for the year ending September 30, 2022, even though the arrangement is disclosed on this Form 990, Schedule O, and Brad Borbidge is named on this Form 990, Part VII. |
| Form 990, Part VI, Section A, line 6 | The sole member of the Corporation shall be Valley Health Systems, Inc. acting through its Board of Directors. Any membership action or vote required or permitted by law shall be taken by the Board of Directors of the Member. |
| Form 990, Part VI, Section A, line 7a | The Member shall be required to approve the appointment of the Executive Director; The Executive Director is subject to the discretionary appointment and removal by the President of the Member. The Executive Director is selected, appointed and subject to removal solely by the President of the Member. In addition, the President of the Member, or his designee, shall be an ex-officio member of the Board of Directors. The Board of Directors of the Member may fill vacancies in the Corporation's Board of Directors. Any office (other than the Executive Director) that becomes vacant may be filled by the Board of Directors of the Member and each such successor shall hold office for the unexpired term or until he or she sooner dies, resigns, is removed or becomes disqualified. Any vacancy in the office of the Executive Director shall be appointed by the President of the Member. A Director may be removed with or without cause by vote of at least two-thirds (2/3) of the Board of Directors of the Member at any regular meeting or at any special meeting called for such purpose. The officers of the Corporation, chosen from among the members of its Board of Directors, shall be a Chair, a Vice Chair, a Treasurer, a Clerk, and such other officers as the Board of Directors of the Member may authorize. The officers shall be elected by the Board of Directors of the Member at the Annual Meeting of the Member. The Nominating Committee shall consist of such Directors as the Chair may designate. The Committee shall make nominations and submit them to the President of the Member for consideration and approval. |
| Form 990, Part VI, Section A, line 7b | The Member shall be required to approve the following decisions or actions of the Corporation: (a) Approval of the annual operating and capital budget for the next fiscal year; (b) Selection of the independent public accounting firm engaged to conduct and report upon the annual audit of the Corporation's books of account; (c) Sale, assignment, transfer or exchange of any property, assets and real property, of the Corporation in excess of $10,000; (d) Merger or consolidation with or acquisition of another corporation, organization, or other similar entity; (e) Borrowings or financings in excess of $50,000; (f) Changes in the strategic focus or purpose of the Corporation; (g) Changes in the Articles of Organization or the Bylaws of the Corporation; (h) All other decisions or actions of the Board that the Member determines in its reasonable discretion affect the overall efficiency and effectiveness of the integrated health care delivery system of which the Corporation is a part. In no event shall the Board of Directors take any action that restricts, reduces or eliminates the authority of the Member or the President and CEO of the Member. In all cases of disputed authority or uncertainty as to the meaning of the Bylaws of the Corporation the Board of Directors of the Member shall rule and such ruling shall be sought at the next meeting of the Board. The Finance and Investment Committee shall meet annually with representatives of the Member-approved independent certified public accounting firm to review such firm's audit and recommendations as necessary. The Corporation's bylaws may be altered, amended or repealed in whole or in part only by action of the Member. |
| Form 990, Part VI, Section B, line 11b | A copy of the VNA'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 distibuting it to the governing body for review. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy of the Holyoke Visiting Nurse Association (VNA) 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. VNA board members and officers complete and sign a conflict of interest questionnaire annually. All signed questionnaires are then submitted to VNA and to Valley Health Systems, Inc. (parent) for review and monitoring. |
| Form 990, Part VI, Section B, line 15 | The 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 19 | Available upon written request. |
| Form 990, Part VII-A and Schedule J, Part II: | In accordance with IRS instructions, compensation is to be reported for individuals listed on Form 990, Part VII, Section A based on the calendar year ending within the reportable fiscal year. Therefore, no compensation has been listed for Mr. Dean Vitarisi, who began serving as Chief Financial Officer of Valley Health Systems (a related entity) in January of 2021. Compensation information for Mr. Vitarisi will be reported beginning with the Organization's Form 990 for the fiscal year ending September 30, 2022. |
| Form 990, Part XI, line 9: | Change in Market Value of Beneficial Interest in Perpetual Trust 48,058. |
| Form 990, Part XII, Line 2c: | For its current tax year, the Organization engaged a different independent public accounting firm to perform an audit of the Organization's financial statements, and to assist in the preparation of the Organization's Form 990 than it has used in the past. The audit was subject to the review and oversight by the Organization's Senior Vice President of Finance and CFO and key financial staff, as well as oversight by the audit committee of its sole corporate member, Valley Health Systems, Inc. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Community Health Foundation of Western Mass Inc | |||||||||||
| 575 Beech Street | Holyoke | MA | 01040 | 222568962 | Raise & Invest Funds for Affiliates | MA | 501(c)(3) | Line 7 | Valley Health Systems Inc | 0 | |
| H-C Management Services Inc | |||||||||||
| 20 Hospital Drive | Holyoke | MA | 01040 | 222515981 | Supporting Organization | MA | 501(c)(3) | Line 12b, II | Valley Health Systems Inc | 0 | |
| Holyoke Medical Center Inc | |||||||||||
| 575 Beech Street | Holyoke | MA | 01040 | 222520073 | Hospital | MA | 501(c)(3) | Line 3 | Valley Health Systems Inc | 0 | |
| MassWest Services Inc | |||||||||||
| 575 Beech Street | Holyoke | MA | 01040 | 222515964 | Health Care | MA | 501(c)(3) | Line 12b, II | Valley Health Systems Inc | 0 | |
| River Valley Counseling Center Inc | |||||||||||
| 187 High Street | Holyoke | MA | 01040 | 042174657 | Outpatient Mental Health | MA | 501(c)(3) | Line 10 | Valley Health Systems Inc | 0 | |
| Valley Health Systems Inc | |||||||||||
| 20 Hospital Drive | Holyoke | MA | 01040 | 042103583 | Health Care | MA | 501(c)(3) | Line 7 | 0 | N/A | |
| Western Mass Physician Associates Inc | |||||||||||
| 15 Hospital Drive | Holyoke | MA | 01040 | 043202198 | Medical Care Services | MA | 501(c)(3) | Line 3 | MassWest Services Inc | 0 | |
| William Skinner TUA-Holyoke Hospital Trust | |||||||||||
| PO Box 1802 | Providence | RI | 029011802 | 046035855 | Grantmaking | MA | 4797(a)(1) | PF | Valley Health Systems Inc | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |