HEALTH NEW ENGLAND & SUBSIDIARIES: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH NEW ENGLAND & SUBSIDIARIES (EIN 04-2864973)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202223159349301527
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T08:25:38-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | TWO JERICHO PLAZA | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-11-10 | 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 | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KAWECKI | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Preparation | 2022-11-04 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $927,623,800 | 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 | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 383 | 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 | $773,438,302 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $852,776,589 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,804,860 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,618,649 | CYInvestmentIncomeAmt |
| PY Other Revenue | $739,235 | PYOtherRevenueAmt |
| CY Other Revenue | $3,945,735 | CYOtherRevenueAmt |
| PY Total Revenue | $777,982,397 | PYTotalRevenueAmt |
| CY Total Revenue | $871,340,973 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $627,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $610,870 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $669,167,164 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $789,240,469 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,690,405 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,781,039 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $50,638,322 | PYOtherExpensesAmt |
| CY Other Expenses | $49,030,958 | CYOtherExpensesAmt |
| PY Total Expenses | $761,123,391 | PYTotalExpensesAmt |
| CY Total Expenses | $882,663,336 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,859,006 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$11,322,363 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $254,172,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $263,944,212 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $143,653,780 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $171,034,362 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $110,519,208 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $92,909,850 | 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 | $789,851,339 | ExpenseAmt |
| Grant | $610,870 | GrantAmt |
| Revenue | $856,722,324 | 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 12/31/2021: 37,559 REVENUE: $204,385,290PROGRAM EXPENSES: $209,340,467HEALTH NEW ENGLAND OFFERS HEALTH PLANS TO INDIVIDUALS AND FAMILIES (BOTH DIRECTLY AND THROUGH THE MASSACHUSETTS HEALTH CONNECTOR) AND SMALL EMPLOYER GROUPS (EMPLOYERS WITH 50 OR FEWER EMPLOYEES). HEALTH NEW ENGLAND IS ONE OF THE LEADING SOURCES OF HMO COVERAGE FOR INDIVIDUALS AND SMALL GROUPS IN WESTERN MASSACHUSETTS.MEDICARE:ENROLLEES AT 12/31/2021: 9,651REVENUE: $102,078,903PROGRAM EXPENSE: $91,336,206HEALTH NEW ENGLAND SERVES MEDICARE ENROLLEES THROUGH HEALTH NEW ENGLAND MEDICARE ADVANTAGE PLANS. MEDICAID:ENROLLEES AT 12/31/2021: 45,720REVENUE: $318,203,260PROGRAM EXPENSE: $286,028,322 HEALTH 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 AVERAGE ANNUAL INCREASES OF 3-5%.OTHER INDIVIDUALS AND FAMILIES:ENROLLEES AT 12/31/2021: 35,678REVENUE: $230,929,677PROGRAM EXPENSE: $201,276,965 HEALTH NEW ENGLAND ALSO PROVIDES COVERAGE TO INDIVIDUALS AND FAMILIES THROUGH PLANS OFFERED BY EMPLOYERS WHICH HAVE MORE THAN 50 EMPLOYEES. THIS CATEGORY INCLUDES MANY MUNICIPAL EMPLOYEES WHO DO NOT OBTAIN COVERAGE THROUGH THE GIC, AND ALSO INCLUDES MANY EMPLOYEES OF HEALTH CARE AND NONPROFIT ORGANIZATIONS. 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 DETERMINANTS OF HEALTH FACTORS THAT ADVERSELY AFFECT THE HEALTH OF THE COMMUNITY. THE PROGRAM SEEKS TO POSITIVELY IMPACT SEVERAL HEALTH PRIORITY AREAS: BUILT ENVIRONMENT (FOOD INSECURITY, HOUSING, TRANSPORTATION); CARE COORDINATION; CHRONIC CONDITIONS; MENTAL HEALTH AND SUBSTANCE USE DISORDER; HEALTH EQUITY; AND THE NEED FOR INCREASED PHYSICAL ACTIVITY AND A HEALTHY DIET. ADDITIONALLY, THE OVERALL PROGRAM ADDRESSES SEVERAL SOCIAL DETERMINANTS OF HEALTH: LACK OF RESOURCES TO MEET BASIC NEEDS (SAFE NEIGHBORHOODS, POVERTY, AND EMPLOYMENT), EDUCATIONAL ATTAINMENT AND LITERACY, AND INSTITUTIONAL RACISM.IN 2021, HEALTH NEW ENGLAND COMMITTED APPROXIMATELY $700,000 IN INVESTMENTS BACK TO THE COMMUNITY. IN 2021, MAJOR PROGRAM COMPONENTS INCLUDE: WHERE HEALTH MATTERS GRANTS, ACCOUNTING FOR 36% OF ALL FUNDING COVID-19 MINI GRANTS, ACCOUNTING FOR 29% OF ALL FUNDING BAYSTATE HEALTH FOUNDATION ACCOUNTING FOR 14% OF ALL FUNDS DIVERSITY, EQUITY, INCLUSION, BELONGING (DEIB) MINI GRANTS, ACCOUNTING FOR 9% OF ALL FUNDING PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS, ACCOUNTING FOR 7% OF ALL FUNDS LONG TERM COMMUNITY GRANT COMMITMENTS, ACCOUNTING FOR 5% OF ALL FUNDSALL COMMUNITY BENEFIT AWARD DECISIONS WERE DETERMINED BY THEIR ALIGNMENT WITH THE FOLLOWING HEALTH PRIORITIES, DETERMINANTS OF HEALTH, AND SPECIFIC TARGET POPULATIONS: THE COMMUNITY BENEFITS PROGRAM SOUGHT TO POSITIVELY IMPACT SPECIFIC HEALTH PRIORITY AREAS: COVID-19, CHRONIC CONDITIONS (ASTHMA, CARDIOVASCULAR DISEASE, CHRONIC OBSTRUCTIVE PULMONARY DISEASE, DIABETES, OBESITY); HEALTH EQUITY; AND, MENTAL HEALTH AND SUBSTANCE USE DISORDER. THE PROGRAM ADDRESSED SEVERAL SOCIAL AND ECONOMIC DETERMINANTS OF HEALTH: FOOD INSECURITIES AND LACK OF BASIC NEEDS (SAFE NEIGHBORHOODS, INSTITUTIONAL RACISM, POOR HOUSING CONDITIONS, EDUCATION). THE PROGRAM PRIORITIZED THE UNMET NEEDS OF SPECIFIC TARGET POPULATIONS: AT-RISK CHILDREN, YOUTH AND ADOLESCENTS; COMMUNITIES OF COLOR, PARTICULARLY LATINX AND BLACKS; INDIVIDUALS LIVING IN POVERTY OR WITH LOW-INCOME LEVELS; LGBTQ+ INDIVIDUALS; OLDER ADULTS; REFUGEES; AND, VETERANS.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 2021, 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. THE 2021 "WHERE HEALTH MATTERS" GRANT PROGRAM TARGETED THREE PRIORITY AREAS: CHRONIC CONDITIONS, MEETING BASIC NEEDS, AND SOCIAL ENVIRONMENT, AS IDENTIFIED BY THE 2019 CHNA. IN OCTOBER 2021, $400,000 WERE AWARDED TO THREE COMMUNITY NONPROFIT ORGANIZATIONS. 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". OVER THE NEXT 2-YEARS 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. 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. WELLSPRING RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THE "GO FRESH MOBILE MARKET PROGRAM". OVER THE NEXT 3 YEARS, 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. IN 2021, HEALTH NEW ENGLAND BUILT ON THE EXISTING MULTIYEAR COMMITMENTS TO ORGANIZATIONS THROUGH THE WHERE HEALTH MATTERS GRANT PROGRAM IN $100,000 GRANT FUNDS. THE FOOD BANK OF WESTERN MA CONTINUED THEIR "FOOD INSECURITY SCREENING AND REFERRAL INITIATIVE" TO IDENTIFY AND SERVE FOOD INSECURE INDIVIDUALS, INCREASE ACCESS TO SERVICES TO ADDRESS FOOD INSECURITY. (YEAR 2 OUT OF 3) CLINICAL & SUPPORT OPTIONS (CSO) CONTINUED 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 2 OUT OF 3)IN 2021, HEALTH NEW ENGLAND AWARDED $200,000 IN COVID-19 MINI GRANTS TO OVER 67 NON-PROFIT ORGANIZATIONS. ORGANIZATIONS COULD RECEIVE UP TO $5,000 FOR PROGRAMS AND HEALTH NEW ENGLAND AWARDED AN AVERAGE GRANT AMOUNT OF $3,000. ALL FUNDED PROGRAMS SUPPORTED THE MOST VULNERABLE COMMUNITIES IMPACTED BY THE PANDEMIC, AND FOCUSED ON ADDRESSING ACCESS TO HEALTHY FOODS, CHILD CARE, CHRONIC CONDITIONS, COVID-19 VACCINE | Desc |
| Total Program Service Expenses | $789,851,339 | 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 | 7891 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 383 | 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 |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 SUITE 1500 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARK ALVIN KEROACK MD | |||||||||
| PRESIDENT & CEO BH | 1.00 | 41.00 | Yes (X) | Yes (X) | $0 | $2,310,852 | $37,309 | ||
| RICHARD SWIFT | |||||||||
| PRESIDENT & CEO | 39.00 | 1.00 | Yes (X) | Yes (X) | $705,659 | $0 | $392,048 | ||
| RAYMOND MCCARTHY | |||||||||
| SVP CFO TREAS BH | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $1,045,794 | $26,405 | ||
| RICHARD ALLEN SEGOOL MD | |||||||||
| VICE CHAIR / DIRECTOR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AMY JAMROG | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL FUSIA CAMPBELL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRIET A DEVERRY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES FRANCIS CONLON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD BEAUCHAMP STEELE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD SHUMAN MD TERMED 52221 | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT J BACON TERMED 1121 | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TANIA MARIE BARBER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM RANDALL WEBBER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARION ANNE MCGOWAN PHD | |||||||||
| EVP/COO - BH | 1.00 | 39.00 | Yes (X) | $0 | $1,417,231 | $228,343 | |||
| IRA KLEIN | |||||||||
| CHIEF MEDICAL OFFICER | 40.00 | 0.00 | Yes (X) | $952,973 | $0 | $18,674 | |||
| KENNETH BERNARD | |||||||||
| VP INFORMATION TECHNOLOGY | 40.00 | 0.00 | Yes (X) | $751,671 | $0 | $38,335 | |||
| JODY GROSS | |||||||||
| VP OPERATIONS & GOVT OPERATION | 40.00 | 0.00 | Yes (X) | $533,448 | $0 | $147,945 | |||
| KEITH M LEDOUX | |||||||||
| VP COMMERCIAL, LOB & SALES | 39.00 | 1.00 | Yes (X) | $514,616 | $0 | $126,853 | |||
| SUSAN SILVER O'CONNOR | |||||||||
| DIRECTOR & GENERAL COUNSEL | 40.00 | 0.00 | Yes (X) | $385,270 | $0 | $120,575 | |||
| JASON RIO | |||||||||
| SR DIR REVENUE A&R | 40.00 | 0.00 | Yes (X) | $244,544 | $0 | $60,700 | |||
| LISA COHEN | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.00 | Yes (X) | $178,828 | $0 | $69,144 | |||
| JUDITH MICHELE DANEK | |||||||||
| DIR OFFICE OF GOVT RELATION | 40.00 | 1.00 | Yes (X) | $141,871 | $0 | $34,714 | |||
| KATE H MCINTOSH MD | |||||||||
| VP & CHIEF MEDICAL OFFICER | 40.00 | 0.00 | Yes (X) | $93,707 | $0 | $2,236 | |||
| CASEY HOSSA | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 0.00 | Yes (X) | $70,000 | $0 | $2,475 | |||
| MICHAEL FASO END JUNE 2021 | |||||||||
| INTERIM CFO | 39.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VISHAL TIWARI | |||||||||
| SR. MEDICAL DIR OF MEDICAL MGMNT | 40.00 | 0.00 | $362,575 | $0 | $54,201 | Yes (X) | |||
| ANDREW COLBY | |||||||||
| SR. DIR. PHARMACY SERVICES | 40.00 | 0.00 | $310,674 | $0 | $62,512 | Yes (X) | |||
| JACQUELINE SPAIN | |||||||||
| MEDICAL DIRECTOR | 40.00 | 0.00 | $291,031 | $0 | $68,231 | Yes (X) | |||
| TIMOTHY CHRYSTAL | |||||||||
| DIR OF NEW & EXISTING SALE | 40.00 | 0.00 | $279,219 | $0 | $39,656 | Yes (X) | |||
| VINIL DEVABHAKTUNI | |||||||||
| CHIEF TECHNOLOGY OFFICER | 40.00 | 0.00 | $251,846 | $0 | $23,686 | Yes (X) | |||
| THOMAS J BROWN III | |||||||||
| FORMER INTERIM CFO | 0.00 | 0.00 | $0 | $242,478 | $19,459 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,067,932 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,016,355 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,573,501 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 133 | 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 | $29,880,907 |
| BERKSHIRE MEDICAL GROUP | |||||
| 725 NORTH STREET | PITTSFIELD | MA | 01201 | MEDICAL SERVICES | $24,741,934 |
| UMASS MEMORIAL MEDICAL CENTER INC | |||||
| PO BOX 415353 | BOSTON | MA | 02241 | MEDICAL SERVICES | $18,341,269 |
| THE COOLEY DICKINSON HOSPITAL | |||||
| 30 LOCUST STREET | NORTHAMPTON | MA | 01060 | MEDICAL SERVICES | $17,242,113 |
| HOLYOKE MEDICAL CENTER | |||||
| 57 BEECH STREET | HOLYOKE | MA | 01040 | MEDICAL SERVICES | $10,791,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 390 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICAID PREMIUM | 524114 | $318,203,125 | $318,203,125 |
| COMMERCIAL LARGE GROUP | 524114 | $223,229,536 | $223,229,536 |
| COMMERCIAL SMALL GROUP | 524114 | $209,010,154 | $209,010,154 |
| MEDICARE PREMIUM | 524114 | $102,047,836 | $102,047,836 |
| DSRIP | 524114 | $285,938 | $285,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $852,776,589 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,162,015 | TotalRevenueColumnAmt |
| Exclusion | $3,162,015 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,739,461 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,282,827 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,456,634 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,456,634 | TotalRevenueColumnAmt |
| Exclusion | $11,456,634 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OPTUM GROWTH CREDIT | 524114 | $3,325,085 | $3,325,085 |
| RETROSPECTIVE RATED CO | 524114 | $330,693 | $330,693 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,957 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $289,957 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,945,735 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $871,340,973 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $856,722,324 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,618,649 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,870 | TotalAmt |
| Program Services | $610,870 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,240,469 | TotalAmt |
| Program Services | $789,240,469 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,281,045 | TotalAmt |
| Management And General | $5,281,045 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,838,604 | TotalAmt |
| Management And General | $31,838,604 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060,598 | TotalAmt |
| Management And General | $1,060,598 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,087,701 | TotalAmt |
| Management And General | $3,087,701 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,513,091 | TotalAmt |
| Management And General | $2,513,091 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,973 | TotalAmt |
| Management And General | $294,973 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,726,935 | TotalAmt |
| Management And General | $3,726,935 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,730 | TotalAmt |
| Management And General | $55,730 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $585,221 | TotalAmt |
| Management And General | $585,221 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,462,265 | TotalAmt |
| Management And General | $8,462,265 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,015,369 | TotalAmt |
| Management And General | $1,015,369 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982,196 | TotalAmt |
| Management And General | $982,196 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,821,520 | TotalAmt |
| Management And General | $25,821,520 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,755 | TotalAmt |
| Management And General | $922,755 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,074 | TotalAmt |
| Management And General | $22,074 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,260 | TotalAmt |
| Management And General | $55,260 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,588 | TotalAmt |
| Management And General | $670,588 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,884 | TotalAmt |
| Management And General | $150,884 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| MISCELLANEOUS | $1,900,084 | $1,900,084 |
| EXCHANGE ADMIN FEES | $1,878,353 | $1,878,353 |
| REGULATORY FEES AND OTH | $1,204,852 | $1,204,852 |
| BAD DEBT EXPENSE | $746,347 | $746,347 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,552 | TotalAmt |
| Management And General | $535,552 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $882,663,336 | TotalAmt |
| Program Services | $789,851,339 | ProgramServicesAmt |
| Management And General | $92,811,997 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,407,909 | BOYAmt |
| EOY | $73,085,986 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,111,049 | BOYAmt |
| EOY | $19,799,826 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $731,418 | BOYAmt |
| EOY | $338,626 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $31,886,840 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,269,465 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,352,938 | BOYAmt |
| EOY | $2,617,375 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,766,648 | BOYAmt |
| EOY | $136,388,536 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,236,320 | BOYAmt |
| EOY | $8,331,050 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,566,706 | BOYAmt |
| EOY | $23,382,813 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,172,988 | BOYAmt |
| EOY | $263,944,212 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,118,592 | BOYAmt |
| EOY | $144,899,378 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,535,188 | BOYAmt |
| EOY | $26,134,984 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,653,780 | BOYAmt |
| EOY | $171,034,362 | 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 | $110,519,208 | BOYAmt |
| EOY | $92,909,850 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,519,208 | BOYAmt |
| EOY | $92,909,850 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,172,988 | BOYAmt |
| EOY | $263,944,212 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$11,322,363 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$10,442,470 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,155,475 | 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 | $644,101 | OtherCostOrOtherBasisAmt |
| Depreciation | $639,781 | DepreciationAmt |
| Book Value | $4,320 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,500,171 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,693,633 | DepreciationAmt |
| Book Value | $1,806,538 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,742,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,936,051 | DepreciationAmt |
| Book Value | $806,517 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,617,375 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| HEALTH CARE RECEIVABLES | $14,826,102 |
| RECEIVABLES FROM SUBS | $7,618,205 |
| ACCRUED INVESTMENT RECEIVABLE | $557,525 |
| OTHER RECEIVABLES | $380,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $23,382,813 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MEDICAL SUBSIDY PAYABLE | $11,465,959 |
| PREMIUMS RECEIVED IN ADVANCE | $14,540,237 |
| PAYABLE TO AFFILIATES | $128,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,134,984 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $870,755,752 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $870,755,752 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $585,221 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $585,221 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $871,340,973 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $882,078,115 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $882,078,115 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $585,221 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $585,221 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $882,663,336 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BAYSTATE HEALTH FOUNDATION | |||||||||
| 759 CHESTNUT CIRCLE | 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 COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| BUILDING FOOD SECURITY | |||||||||
| 118 EAST MAIN STREET | ORANGE | MA | 01364 | 043517520 | 501(C)(3) | $7,500 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| CENTER FOR NEW AMERICANS | |||||||||
| 42 GOTHIC STREET | NORTHAMPTON | MA | 01060 | 043224215 | 501(C)(3) | $6,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| 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 COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| 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 COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| MENTAL HEALTH ASSOCIATION INC | |||||||||
| COUNSELING MENTAL HLTH 995 | SPRINGFIELD | MA | 01104 | 042104711 | 501(C)(3) | $6,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. | WORTHINGTON STREET |
| NORTHEAST ORGANIC FARMING ASSOC | |||||||||
| 411 SHELDON ROAD | BARRE | MA | 01005 | 222987723 | 501(C)(3) | $6,250 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| PARTNERS FOR A HEALTHIER COMMUNITY INC | |||||||||
| 127 STATE STREET 4TH FLOOR | SPRINGFIELD | MA | 01103 | 043342182 | 501(C)(3) | $50,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| PROVIDENCE MINISTRIES FOR THE NEEDY | |||||||||
| 5 GAMELIN STREET | HOLYOKE | MA | 01040 | 042898893 | 501(C)(3) | $7,500 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| REVITALIZE COMMUNITY DEVELOPMENT | |||||||||
| 1145 MAIN STREET SUITE 107 | SPRINGFIELD | MA | 01103 | 043172737 | 501(C)(3) | $10,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| SURVIVAL CENTERS INC | |||||||||
| 138 SUNDERLAND ROAD | AMHERST | MA | 01002 | 042698462 | 501(C)(3) | $10,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| TAPESTRY HEALTH SYSTEMS INC | |||||||||
| 1985 MAIN STREET SUITE I | SPRINGFIELD | MA | 01103 | 237303142 | 501(C)(3) | $11,250 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| THE CARE CENTER | |||||||||
| 247 CABOT STREET | HOLYOKE | MA | 01040 | 001095978 | 501(C)(3) | $50,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | |||||||||
| 97 N HATFIELD RD | HATFIELD | MA | 01038 | 042751023 | 501(C)(3) | $52,000 | $0 | AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| UNITED WAY OF PIONEER VALLEY | |||||||||
| 1441 MAIN STREET | 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 COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| 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 COMMUNITY HEALTH NEEDS ASSESSMENT. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | 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 2021, HEALTH NEW ENGLAND PRIORITIZES 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 | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK ALVIN KEROACK MD | ||||||||||||||
| PRESIDENT & CEO BH | $0 | $1,265,624 | $0 | $635,250 | $0 | $409,978 | $0 | $18,850 | $0 | $18,459 | $0 | $2,348,161 | $0 | $0 |
| MARION ANNE MCGOWAN PHD | ||||||||||||||
| EVP/COO - BH | $0 | $761,240 | $0 | $611,713 | $0 | $44,278 | $0 | $203,721 | $0 | $24,622 | $0 | $1,645,574 | $0 | $0 |
| RICHARD SWIFT | ||||||||||||||
| PRESIDENT & CEO | $590,443 | $0 | $105,664 | $0 | $9,552 | $0 | $374,900 | $0 | $17,148 | $0 | $1,097,707 | $0 | $105,664 | $0 |
| RAYMOND MCCARTHY | ||||||||||||||
| SVP CFO TREAS BH | $0 | $621,140 | $0 | $224,219 | $0 | $200,435 | $0 | $24,650 | $0 | $1,755 | $0 | $1,072,199 | $0 | $0 |
| IRA KLEIN | ||||||||||||||
| CHIEF MEDICAL OFFICER | $313,731 | $0 | $232,688 | $0 | $406,554 | $0 | $17,400 | $0 | $1,274 | $0 | $971,647 | $0 | $64,195 | $0 |
| KENNETH BERNARD | ||||||||||||||
| VP INFORMATION TECHNOLOGY | $557,121 | $0 | $109,510 | $0 | $85,040 | $0 | $17,400 | $0 | $20,935 | $0 | $790,006 | $0 | $109,510 | $0 |
| JODY GROSS | ||||||||||||||
| VP OPERATIONS & GOVT OPERATION | $328,288 | $0 | $173,782 | $0 | $31,378 | $0 | $139,143 | $0 | $8,802 | $0 | $681,393 | $0 | $173,783 | $0 |
| KEITH M LEDOUX | ||||||||||||||
| VP COMMERCIAL, LOB & SALES | $245,064 | $0 | $260,000 | $0 | $9,552 | $0 | $98,188 | $0 | $28,665 | $0 | $641,469 | $0 | $114,765 | $0 |
| SUSAN SILVER O'CONNOR | ||||||||||||||
| DIRECTOR & GENERAL COUNSEL | $245,518 | $0 | $114,432 | $0 | $25,320 | $0 | $98,343 | $0 | $22,232 | $0 | $505,845 | $0 | $114,432 | $0 |
| VISHAL TIWARI | ||||||||||||||
| SR. MEDICAL DIR OF MEDICAL MGMNT | $312,803 | $0 | $48,367 | $0 | $1,405 | $0 | $52,911 | $0 | $1,290 | $0 | $416,776 | $0 | $48,367 | $0 |
| ANDREW COLBY | ||||||||||||||
| SR. DIR. PHARMACY SERVICES | $261,946 | $0 | $47,481 | $0 | $1,247 | $0 | $47,070 | $0 | $15,442 | $0 | $373,186 | $0 | $47,431 | $0 |
| JACQUELINE SPAIN | ||||||||||||||
| MEDICAL DIRECTOR | $246,049 | $0 | $43,484 | $0 | $1,498 | $0 | $46,149 | $0 | $22,082 | $0 | $359,262 | $0 | $42,018 | $0 |
| TIMOTHY CHRYSTAL | ||||||||||||||
| DIR OF NEW & EXISTING SALE | $154,772 | $0 | $123,600 | $0 | $847 | $0 | $31,844 | $0 | $7,812 | $0 | $318,875 | $0 | $23,421 | $0 |
| JASON RIO | ||||||||||||||
| SR DIR REVENUE A&R | $205,043 | $0 | $38,340 | $0 | $1,161 | $0 | $38,661 | $0 | $22,039 | $0 | $305,244 | $0 | $36,875 | $0 |
| VINIL DEVABHAKTUNI | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $196,997 | $0 | $53,806 | $0 | $1,043 | $0 | $15,111 | $0 | $8,575 | $0 | $275,532 | $0 | $40,355 | $0 |
| THOMAS J BROWN III | ||||||||||||||
| FORMER INTERIM CFO | $0 | $106,928 | $0 | $31,857 | $0 | $103,693 | $0 | $12,103 | $0 | $7,356 | $0 | $261,937 | $0 | $0 |
| LISA COHEN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $174,052 | $0 | $0 | $0 | $4,776 | $0 | $68,698 | $0 | $446 | $0 | $247,972 | $0 | $0 | $0 |
| JUDITH MICHELE DANEK | ||||||||||||||
| DIR OFFICE OF GOVT RELATION | $123,913 | $0 | $17,312 | $0 | $646 | $0 | $20,148 | $0 | $14,566 | $0 | $176,585 | $0 | $17,261 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | SEVERANCE WAS PAID TO IRA KLEIN, FORMER CHIEF MEDICAL OFFICER, IN 2021 ($400,000) AND IS REPORTED AS TAXABLE COMPENSATION IN COL. B(III). MARK A. KEROACK, MD - SUPPLEMENTAL RETIREMENT OF $363,307 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2021. RAYMOND MCCARTHY - SUPPLEMENTAL RETIREMENT OF $154,955 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2021. MARION MCGOWAN - SUPPLEMENTAL RETIREMENT OF $184,871 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. |
| 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 | $393,959 | TransactionAmt |
| Transaction | HEALTH NEW ENGLAND, INC. UTILIZED GINILL, LLC FOR INTERIM CFO SERVICES FROM OCTOBER 1, 2020 THROUGH JUNE 28, 2021. DURING THIS PERIOD, GINILL, LLC PROVIDED HEALTH NEW ENGLAND, INC. WITH INTERIM CFO SERVICES, PERFORMED BY MICHAEL FASO. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | IN 2021, 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. THE 2021 "WHERE HEALTH MATTERS" GRANT PROGRAM TARGETED THREE PRIORITY AREAS: CHRONIC CONDITIONS, MEETING BASIC NEEDS, AND SOCIAL ENVIRONMENT, AS IDENTIFIED BY THE 2019 CHNA. IN OCTOBER 2021, $400,000 WERE AWARDED TO THREE COMMUNITY NONPROFIT ORGANIZATIONS. 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". OVER THE NEXT 2-YEARS 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. 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. WELLSPRING RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THE "GO FRESH MOBILE MARKET PROGRAM". OVER THE NEXT 3 YEARS, 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. HEALTH NEW ENGLAND AWARDED $200,000 IN COVID-19 MINI GRANTS TO 67 LOCAL NON-PROFIT ORGANIZATIONS. ORGANIZATIONS COULD RECEIVE UP TO $5,000 FOR PROGRAMS AND HEALTH NEW ENGLAND AWARDED AN AVERAGE GRANT AMOUNT OF $3,000. ALL FUNDED PROGRAMS SUPPORTED THE MOST VULNERABLE COMMUNITIES IMPACTED BY THE PANDEMIC, AND FOCUSED ON ADDRESSING ACCESS TO HEALTHY FOODS, CHILD CARE, CHRONIC CONDITIONS, COVID-19 VACCINE EDUCATION AND OUTREACH, DIGITAL DIVIDE, EDUCATION, HOUSING NEEDS, LACK OF RESOURCES TO MEET BASIC NEEDS, MENTAL HEALTH AND SUBSTANCE USE, PEDIATRIC/ADOLESCENT ISOLATION AND ANXIETY DUE TO COVID, AND PREVENTATIVE HEALTH (I.E. PHYSICAL ACTIVITY & NUTRITION). HEALTH NEW ENGLAND AWARDED $64,000 IN DEIB MINI GRANTS TO 15 LOCAL NON-PROFIT ORGANIZATIONS. A TOTAL OF $5,000 WAS AWARDED TO TWO ORGANIZATIONS SUPPORTING PAID INTERNSHIPS FOR EMERGING YOUTH LEADERS. A TOTAL OF $20,250 WAS AWARDED TO FIVE ORGANIZATIONS SUPPORTING PROGRAMS THAT ADDRESS GENDER IDENTITY AND SEXUAL ORIENTATION. A TOTAL OF $38,750 WAS AWARDED TO EIGHT ORGANIZATIONS SUPPORTING PROGRAMS THAT ADDRESS FOOD INSECURITY. |
| FORM 990, PART III, LINE 4A | EDUCATION AND OUTREACH, DIGITAL DIVIDE, EDUCATION, HOUSING NEEDS, LACK OF RESOURCES TO MEET BASIC NEEDS, MENTAL HEALTH AND SUBSTANCE USE, PEDIATRIC/ADOLESCENT ISOLATION AND ANXIETY DUE TO COVID, AND PREVENTATIVE HEALTH (I.E. PHYSICAL ACTIVITY & NUTRITION). ORGANIZATIONS INCLUDED AMHERST SURVIVAL CENTER, BARRINGTON STAGE COMPANY, BERKSHIRE COUNTY ARC, BERKSHIRE FAMILY YMCA, BIG BROTHERS BIG SISTERS OF FRANKLIN COUNTY, BIG BROTHERS BIG SISTERS OF HAMPDEN COUNTY, BOYS & GIRLS CLUB OF CHICOPEE, BOYS & GIRLS CLUB OF GREATER HOLYOKE, BOYS & GIRLS CLUB OF SPRINGFIELD, CANCER CONNECTIONS, CENTER FOR NEW AMERICANS, CENTER FOR SELF RELIANCE, CHILDREN'S ADVOCACY CENTER FRANKLIN COUNTY & NORTH QUABBIN, CHILDREN'S ADVOCACY CENTER OF HAMPSHIRE COUNTY, CHRISTINA'S HOUSE, CRIMINAL JUSTICE, ORGANIZATION OF HAMPDEN COUNTY, EXTREME SCIENCE KID, GIRLS INC. OF THE VALLEY, GREATER SPRINGFIELD, HABITAT FOR HUMANITY, HAMPSHIRE REGIONAL YMCA, HOLYOKE HEALTH CENTER, HOLYOKE YMCA, HONEST BEGINNINGS, INDIAN ORCHARD COMMUNITY SURVIVAL CENTER, INTERNATIONAL LANGUAGE INSTITUTE OF MA, JUNIOR ACHIEVEMENT OF WESTERN MA, JUST ROOTS, LEE FOOD PANTRY AT GRACE CHURCH, LINK TO LIBRARIES, MANY HANDS FARM CORPS, MENTAL HEALTH ASSOCIATION, MENTAL HEALTH ASSOCIATION, MICHAEL J DIAS FOUNDATION, NEW NORTH CITIZEN'S COUNCIL, NORTH STAR FAMILY SERVICE, NORTHAMPTON SURVIVAL CENTER, NOTRE DAME ACADEMY, NUESTRAS RAICES, OPEN PANTRY COMMUNITY SERVICES, OPERATION BETTER STAR, PARISH CUPBOARD, PIONEER VALLEY WORKERS CENTER, PROVIDENCE MINISTRIES FOR THE NEEDY, REVITALIZE CDC, RIVER EAST SCHOOL-TO-CAREER, RONALD MCDONALD HOUSE, ROOT STUDIO, ROOTS RISING, SOUTH WORCESTER NEIGHBORHOOD CENTER, SPRINGFIELD BUSINESS IMPROVEMENT DISTRICT, SUNSHINE VILLAGE, TAPESTRY HEALTH, THE BRIEN CENTER, THE FOOD BANK OF WESTERN MA, THE HARTSBROOK SCHOOL, THE MEN OF HONOR YOUTH MENTORSHIP PROGRAM, TRANSTIONS THROUGH MOTION, VALLEY EYE RADIO, VOLUNTEER IN MEDICINE BERKSHIRES, WAY FINDERS, WESTFIELD FOOD PANTRY, WOMANSHELTER COMPANERAS AND YMCA OF GREATER SPRINGFIELD. HEALTH NEW ENGLAND AWARDED $64,000 IN DEIB MINI GRANTS TO FIFTEEN LOCAL NON-PROFIT ORGANIZATIONS. A TOTAL OF $5,000 WAS AWARDED TO TWO ORGANIZATIONS SUPPORTING PAID INTERNSHIPS FOR EMERGING YOUTH LEADERS. A TOTAL OF $20,250 WAS AWARDED TO FIVE ORGANIZATIONS SUPPORTING PROGRAMS THAT ADDRESS GENDER IDENTITY AND SEXUAL ORIENTATION. A TOTAL OF $38,750 WAS AWARDED TO EIGHT ORGANIZATIONS SUPPORTING PROGRAMS THAT ADDRESS FOOD INSECURITY. ORGANIZATIONS INCLUDED 18 DEGREES, CENTRAL WEST JUSTICE CENTER (CLA), COMMUNITY ROOTS, BUILDING FOOD SECURITY IN FRANKLIN COUNTY, GARDENING THE COMMUNITY, GIRLS INC. OF THE VALLEY, MANY HANDS FARM CORPS, MASSEQUALITY, MENTAL HEALTH ASSOCIATION, MONTAGUE CATHOLIC SOCIAL MINISTRIES, NORTHEAST ORGANIC FARMING ASSOCIATION, SURVIVAL CENTER, TAPESTRY HEALTH, TRANSHEALTH, AND WOMEN'S FUND OF WESTERN MA. HEALTH NEW ENGLAND CONTINUED TO SUPPORT ITS PARENT ORGANIZATION BY AWARDING THE BAYSTATE HEALTH FOUNDATION A $102,250 GRANT FOR THE "BAYSTATE COLLABORATIVE PROBLEM SOLVING (CPS) TRAINING PROGRAM". IMPLEMENTATION OF THE CPS MODEL WILL HELP HOSPITAL STAFF, FAMILIES AND YOUTH TO DEVELOP SKILLS TO BETTER MANAGE THE CHALLENGES ASSOCIATED WITH PEDIATRIC BEHAVIORAL HEALTH PATIENTS BEING TREATED ACROSS THE BAYSTATE CHILDREN'S HOSPITAL CONTINUUM OF CARE. USE OF RESTRICTIVE INTERVENTIONS IN THESE SETTINGS WILL BE DECREASED AND QUALITY OF CARE WILL BE IMPROVED. IN 2021, HEALTH NEW ENGLAND IN COLLABORATION WITH THE COALITION OF WESTERN MASSACHUSETTS HOSPITALS AND HEALTH PLAN, CONSULTANTS, AND REGIONAL ADVISORY COUNCIL (RAC) BEGAN THE PROCESS OF COMPLETING THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. ON SEPTEMBER 9TH, HEALTH NEW ENGLAND HOSTED VIA ZOOM ITS FIRST COMMUNITY BENEFIT FORUM WITH 50 COMMUNITY PARTNERS IN ATTENDANCE. COMMUNITY MEMBERS LEFT WITH AN INCREASED UNDERSTANDING OF HEALTH NEW ENGLAND'S COMMUNITY BENEFIT PROGRAM, AND ENGAGED IN A RICH DIALOGUE FOCUSING ON COMMUNITY HEALTH NEEDS: WHAT ARE THE TOP 3 THINGS IN YOUR COMMUNITY THAT HELP PEOPLE LEAD HEALTHY LIVES? WHAT ARE THE TOP 3 THINGS IN YOUR COMMUNITY THAT MAKE IT HARD TO LEAD HEALTHY LIVES? HOW CAN HEALTH NEW ENGLAND INCREASE COMMUNITY ENGAGEMENT OPPORTUNITIES? 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 EITHER 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 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 (E.G. BAYSTATE HEALTH), HEALTH PLANS, LOCAL AND STATE PUBLIC HEALTH AGENCIES (E.G. 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 ON AGING HEALTH NEW ENGLAND ALSO CONDUCTS COMMUNITY BENEFIT 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 3 | DURING THE PERIOD COVERED BY THIS FILING, HEALTH NEW ENGLAND INC. ENGANGED GINLILL, LLC AS A MANAGEMENT COMPANY, FOR INTERIM CFO SERVICES. HNE PAID GINLILL, LLC $393,959 DURING THIS PERIOD. |
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE JULY 1, 2021, HEALTH NEW ENGLAND, INC AND SUBSIDIARIES VOTED TO INCREASE THE NUMBER OF EX-OFFICIO MEMBERS TO 5. THIS ONE CHANGE SIMULTANEOUSLY INCREASED THE AVAILABLE SEATS ON THE BOARD OF DIRECTORS FROM 16 TO 17. |
| 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 4,155,475. |
| 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 (11 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 COMMUNITIES EVERY DAY. | MA | 501(C)(3) | LINE 7 | N/A | 0 | |
| BAYSTATE MEDICAL CENTER INC | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 042790311 | ACUTE CARE TEACHING HOSPITAL | MA | 501(C)(3) | LINE 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) | LINE 10 | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE HEALTH FOUNDATION INC | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 043549011 | FUNDRAISING | MA | 501(C)(3) | LINE 7 | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE ADMINISTRATIVE SERVICES INC | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 222747685 | ADMINISTRATIVE SERVICES | MA | 501(C)(3) | LINE 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) | LINE 12B, II | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE WING HOSPITAL CORPORATION | |||||||||||
| 40 WRIGHT STREET | PALMER | MA | 01069 | 222519813 | HOSPITAL | MA | 501(C)(3) | LINE 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) | LINE 3 | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE FRANKLIN MEDICAL CENTER | |||||||||||
| 164 HIGH STREET | GREENFIELD | MA | 01301 | 042103575 | HOSPITAL | MA | 501(C)(3) | LINE 3 | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE HEALTH SYSTEMS INC HEALTH & WELFARE BENEFITS PLAN | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 222531644 | VOLUNTARY EMPLOYEES BENEFIT ASSOCIATION | MA | 501(C)(9) | 0 | BAYSTATE HEALTH INC | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAYSTATE HEALTH URGENT CARE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 CONGRESS STREET | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 384059312 | EIN |
| Primary Activities | URGENT HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
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 | $3,459 | $128,788 | 1.00000 | ||||||
| HNE ADVISORY SERVICES | ||||||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 043012347 | ADMINISTRATIVE SERVICES | MA | C | Yes (1) | HNE HOLDING CORPORATION | -$1,408,521 | $16,795,312 | 1.00000 | ||||||
| HNE HOLDING CORPORATION | ||||||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 464620480 | HOLDING COMPANY | MA | C | Yes (1) | HEALTH NEW ENGLAND INC | -$2,631,336 | $4,182,441 | 1.00000 | ||||||
| BAYSTATE HEALTH INSURANCE COMPANY LTD | ||||||||||||||||||
| 980421413 | OFFSHORE CAPTIVE INSURANCE | N/A | C | 0 | N CHURCH STREET GEORGE TOWN | 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 | -$840,035 | $5,670,236 | 1.00000 | ||||||
| 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 | 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 | $16,225,934 | LEDGER ACTIVITY |
| HNE ADVISORY SERVICES | ||
| P | $17,176,897 | LEDGER ACTIVITY |
| HNE INSURANCE COMPANY INC | ||
| P | $105,824 | LEDGER ACTIVITY |
| HNE INSURANCE COMPANY INC | ||
| L | $1,155,340 | LEDGER ACTIVITY |