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HEALTH NEW ENGLAND & SUBSIDIARIES: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HEALTH NEW ENGLAND & SUBSIDIARIES (EIN 04-2864973)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-13
IRS object ID
202123179349302552
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-13T19:16:38-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO JERICHO PLAZAAddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042864973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTH NEW ENGLAND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone4137874000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE MONARCH PLACE NO 1500AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP011441500ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA COHENPersonNm
Person TitleCHIEF FINANCIAL OFICERPersonTitleTxt
Phone4137874000PhoneNum
Signature2021-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastCOHENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KAWECKIPreparerPersonNm
PTINP00743140PTIN
Phone5169187000PhoneNum
Preparation2021-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD SWIFTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE MONARCH PLACE NO 1500AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP011441500ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$810,770,205GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.HEALTHNEWENGLAND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2013FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE 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 Body14VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee372TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$728,266,282PYProgramServiceRevenueAmt
CY Program Service Revenue$773,438,302CYProgramServiceRevenueAmt
PY Investment Income$3,219,967PYInvestmentIncomeAmt
CY Investment Income$3,804,860CYInvestmentIncomeAmt
PY Other Revenue$865,305PYOtherRevenueAmt
CY Other Revenue$739,235CYOtherRevenueAmt
PY Total Revenue$732,351,554PYTotalRevenueAmt
CY Total Revenue$777,982,397CYTotalRevenueAmt
PY Grants And Similar Paid$354,372PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$627,500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$658,216,905PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$669,167,164CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$31,688,009PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$40,690,405CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$39,595,688PYOtherExpensesAmt
CY Other Expenses$50,638,322CYOtherExpensesAmt
PY Total Expenses$729,854,974PYTotalExpensesAmt
CY Total Expenses$761,123,391CYTotalExpensesAmt
PY Revenues Less Expenses$2,496,580PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,859,006CYRevenuesLessExpensesAmt
Total Assets BOY$219,242,984TotalAssetsBOYAmt
Total Assets EOY$254,172,988TotalAssetsEOYAmt
Total Liabilities BOY$130,755,485TotalLiabilitiesBOYAmt
Total Liabilities EOY$143,653,780TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$88,487,499NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$110,519,208NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 PROVIDERSMissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$669,794,664ExpenseAmt
Grant$627,500GrantAmt
Revenue$774,177,537RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$669,794,664TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (1)BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6969IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee372EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTH NEW ENGLAND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4137874000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE MONARCH PLACE SUITE 1500AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP011441500ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
RICHARD SWIFT
PRESIDENT & CEO39.001.00Yes (X)Yes (X)$190,743$0$109,538
MARK A KEROACK MD
PRESIDENT & CEO BH1.0039.00Yes (X)Yes (X)$0$2,511,656$39,342
RAYMOND MCCARTHY
SVP CFO TREAS BH1.0039.00Yes (X)Yes (X)$0$668,402$25,713
RICHARD A SEGOOL MD
VICE CHAIR / DIRECTOR1.001.00Yes (X)Yes (X)$0$0$0
AMY JAMROG
DIRECTOR1.000.00Yes (X)$0$0$0
CAROL F CAMPBELL
DIRECTOR1.000.00Yes (X)$0$0$0
HOWARD G TRIETSCH MD
DIRECTOR1.000.00Yes (X)$0$0$0
JAMES F CONLON
DIRECTOR1.000.00Yes (X)$0$0$0
JOEL A FEINMAN PHD
DIRECTOR1.000.00Yes (X)$0$0$0
RICHARD A SHUMAN MD
DIRECTOR1.000.00Yes (X)$0$0$0
RICHARD B STEELE
DIRECTOR1.000.00Yes (X)$0$0$0
TANIA M BARBER
DIRECTOR1.000.00Yes (X)$0$0$0
WILLIAM R WEBBER
DIRECTOR1.000.00Yes (X)$0$0$0
ROBERT J BACON
DIRECTOR1.000.00Yes (X)$0$0$0
JODY GROSS
VP OPERATIONS & GOVT OPERATION40.000.00Yes (X)$680,996$0$198,830
STEVEN SIGAL
VICE PRESIDENT/CFO (THROUGH 05/2020)40.000.00Yes (X)$680,933$0$29,144
KEITH M LEDOUX
VP COMMERCIAL, LOB & SALES39.001.00Yes (X)$512,723$0$133,042
MARION A MCGOWAN PHD
EVP/COO - BH39.001.00Yes (X)$579,564$436,766$130,374
SUSAN S O'CONNOR
DIRECTOR & GENERAL COUNSEL40.000.00Yes (X)$348,506$0$149,609
KENNETH BERNARD
VP INFORMATION TECHNOLOGY40.000.00Yes (X)$337,683$0$143,173
JASON RIO
SR DIR REVENUE A&R40.000.00Yes (X)$288,308$0$71,848
LAURIE GIANTURCO
VP & CHIEF MEDICAL OFFICER (THROUGH 01/2020)40.000.00Yes (X)$312,071$0$17,424
IRA KLEIN
CHIEF MEDICAL OFFICER (THROUGH 9/2020)40.000.00Yes (X)$150,130$0$66,182
JUDITH MICHELE DANEK
DIR OFFICE OF GOVT RELATION39.001.00Yes (X)$165,819$0$31,984
DENNIS CHALKE
SVP CFO TREAS BH (LEFT 03/2020)39.001.00Yes (X)$0$898,889$76,372
MICHAEL J FASO
INTERIM CFO40.000.00Yes (X)$0$0$0
VINIL DEVABHAKTUNI
CHIEF TECHNOLOGY OFFICER40.000.00$307,196$0$65,965Yes (X)
JACQUELINE SPAIN
MEDICAL DIRECTOR40.000.00$295,230$0$77,331Yes (X)
TIMOTHY CHRYSTAL
DIR OF NEW & EXISTING SALE40.000.00$274,004$0$46,717Yes (X)
ANDREW COLBY
SR. DIR. PHARMACY SERVICES40.000.00$237,787$0$82,696Yes (X)
ERIC HARLOW
SR. SALES EXECUTIVE40.000.00$179,537$0$27,080Yes (X)
MICHELLE SEARS
FORMER CFO & DIR FIN SERVICES0.000.00$122,525$0$12,646Yes (X)
THOMAS J BROWN III
FORMER INTERIM CFO0.000.00$0$246,899$35,906Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,663,755TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,762,612TotReportableCompRltdOrgAmt
Total Other Compensation$1,570,916TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K143IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THE MERCY HOSPITAL INC
PO BOX 531870ATLANTAGA30353MEDICAL SERVICES$36,448,773
BERKSHIRE MEDICAL CENTER
725 NORTH STREETPITTSFIELDMA01201MEDICAL SERVICES$26,741,328
UMASS MEMORIAL MEDICAL GROUP INC
PO BOX 415348BOSTONMA02241MEDICAL SERVICES$12,718,551
HOLYOKE MEDICAL CENTER
575 BEECH STREETHOLYOKEMA01040MEDICAL SERVICES$12,623,626
MASSACHUSETTS GENERAL HOSPITAL
PO BOX 3947BOSTONMA02241MEDICAL SERVICES$10,351,666
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K328CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICAID PREMIUM524114$279,843,172$279,843,172
COMMERCIAL LARGE GROUP524114$233,907,400$233,907,400
COMMERCIAL SMALL GROUP524114$155,824,170$155,824,170
MEDICARE PREMIUM524114$103,285,557$103,285,557
DSRIP524114$578,003$578,003
FieldValueIRS element (for citing)
Total Program Service Revenue$773,438,302TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,222,581TotalRevenueColumnAmt
Exclusion$3,222,581ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$33,370,087SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$32,787,808SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$582,279SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$582,279TotalRevenueColumnAmt
Exclusion$582,279ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$739,235TotalRevenueColumnAmt
Related Or Exempt Func Income$739,235RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$739,235OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$777,982,397TotalRevenueColumnAmt
Related Or Exempt Func Income$774,177,537RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,804,860ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$627,500TotalAmt
Program Services$627,500ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$669,167,164TotalAmt
Program Services$669,167,164ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,228,870TotalAmt
Management And General$5,228,870ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$192,477TotalAmt
Management And General$192,477ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$30,117,036TotalAmt
Management And General$30,117,036ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,122,375TotalAmt
Management And General$1,122,375ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,543,613TotalAmt
Management And General$1,543,613ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,486,034TotalAmt
Management And General$2,486,034ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$354,686TotalAmt
Management And General$354,686ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,608,855TotalAmt
Management And General$4,608,855ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$52,484TotalAmt
Management And General$52,484ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$497,238TotalAmt
Management And General$497,238ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,681,147TotalAmt
Management And General$9,681,147ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$973,293TotalAmt
Management And General$973,293ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,037,173TotalAmt
Management And General$1,037,173ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,161,319TotalAmt
Management And General$18,161,319ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$869,631TotalAmt
Management And General$869,631ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$27,757TotalAmt
Management And General$27,757ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$33,943TotalAmt
Management And General$33,943ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,017,643TotalAmt
Management And General$3,017,643ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$129,761TotalAmt
Management And General$129,761ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
REGULATORY FEES AND OTH$7,494,517$7,494,517
MISCELLANEOUS$1,201,940$1,201,940
EXCHANGE ADMIN FEES$1,017,913$1,017,913
BAD DEBT EXPENSE$730,312$730,312

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$748,710TotalAmt
Management And General$748,710ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$761,123,391TotalAmt
Program Services$669,794,664ProgramServicesAmt
Management And General$91,328,727ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$32,312,720BOYAmt
EOY$68,407,909EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$30,122,460BOYAmt
EOY$16,111,049EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,257,060BOYAmt
EOY$731,418EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$42,602,847LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$39,249,909LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,928,740BOYAmt
EOY$3,352,938EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$125,639,652BOYAmt
EOY$130,766,648EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,385,151BOYAmt
EOY$9,236,320EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$17,597,201BOYAmt
EOY$25,566,706EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$219,242,984BOYAmt
EOY$254,172,988EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$110,619,987BOYAmt
EOY$125,118,592EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,135,498BOYAmt
EOY$18,535,188EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$130,755,485BOYAmt
EOY$143,653,780EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$88,487,499BOYAmt
EOY$110,519,208EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$88,487,499BOYAmt
EOY$110,519,208EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$219,242,984BOYAmt
EOY$254,172,988EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$16,859,006ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$949,863NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$3,792,229PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$430,611OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,120,462OtherCostOrOtherBasisAmt
Depreciation$1,120,462DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,735,295OtherCostOrOtherBasisAmt
Depreciation$12,382,357DepreciationAmt
Book Value$3,352,938BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,747,090OtherCostOrOtherBasisAmt
Depreciation$25,747,090DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,352,938TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
HEALTH CARE RECEIVABLES$16,604,884
RECEIVABLES FROM SUBS$6,942,684
ACCRUED INVESTMENT RECEIVABLE$640,092
OTHER RECEIVABLES$1,379,046
FieldValueIRS element (for citing)
Total Book Value Other Assets$25,566,706TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
MEDICAL SUBSIDY PAYABLE$4,533,290
PREMIUMS RECEIVED IN ADVANCE$12,337,001
PAYABLE TO AFFILIATES$1,664,897
FieldValueIRS element (for citing)
Total Liability$18,535,188TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$777,485,159TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$777,485,159RevenueSubtotalAmt
Investment Expenses Not Incld$497,238InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$497,238RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$777,982,397TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$760,626,153TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$760,626,153ExpensesSubtotalAmt
Investment Expenses Not Incld2$497,238InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$497,238ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$761,123,391TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BAYSTATE HEALTH FOUNDATION
759 CHESTNUT STSPRINGFIELDMA01199043549011501(C)(3)$100,000AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
CHILDRENS ADVOCACY CENTER OF FRANKLIN AND NORTH QUABBIN INC
WISDOM WAYGREENFIELDMA01301474386987501(C)(3)$10,000AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
CLINICAL & SUPPORT OPTIONS
8 ATWOOD DR STE 301NORTHAMPTONMA01060042206041501(C)(3)$35,000AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
COMMUNITY LEGAL AID INC
405 MAIN STREET 4TH FLWORCESTERMA01608042446242501(C)(3)$10,000AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
FRANKLIN COUNTY DIALSELF INC
198 FEDERAL STREETGREENFIELDMA01301042619617501(C)(3)$5,285AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
LORRAINE'S SOUP KITCHEN & PANTRY INC
70 PENDEXTER AVENUECHICOPEEMA01013042616751501(C)(3)$11,000AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
NEW NORTH CITIZENS' COUNCIL
2455 MAIN STREETSPRINGFIELDMA01107237371934501(C)(3)$28,750AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
NUESTRAS RAICES INC
4318 PARKSIDE DRIVEBALTIMOREMD21206833734567501(C)(3)$6,000AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
PARTNERS FOR A HEALTHIER COMMUNITY
PO BOX 4895SPRINGFIELDMA01101043342182501(C)(3)$55,000AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
SURVIVAL CENTERS INC
PO BOX 9629 138 SUNDERLAND RDN AMHERSTMA01059042698462501(C)(3)$7,000AWARDS 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
PO BOX 160 97 N HATFIELD RDHATFIELDMA01038042751023501(C)(3)$30,000AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
THIRD SECTOR NEW ENGLAND INC
225 FRANKLIN STREET SUITE 30BOSTONMA02110461301032501(C)(3)$11,000AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
UNITED WAY OF PIONEER VALLEY
1411 MAIN STSPRINGFIELDMA01103042152680501(C)(3)$20,000AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
VOLUNTEERS IN MEDICINE BERKSHIRES INC
777 MAIN STREET SUITE 4GREAT BARRINGTONMA01230900140004501(C)(3)$6,000AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
WESTERN NEW ENGLAND UNIVERSITY
1215 WILBRAHAM ROADSPRINGFIELDMA01119042108376501(C)(3)$6,000AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND COMMUNITY HEALTH NEEDS ASSESSMENT.
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationHEALTH 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 2020, 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

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (1)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARK A KEROACK MD
PRESIDENT & CEO BH$0$1,425,333$0$677,350$0$408,973$0$12,825$0$26,517$0$2,550,998$0$0
MARION A MCGOWAN PHD
EVP/COO - BH$357,687$306,038$186,063$92,087$35,814$38,641$17,100$84,555$13,520$15,199$610,184$536,520$186,063$0
DENNIS CHALKE
SVP CFO TREAS BH (LEFT 03/2020)$0$406,832$0$175,603$0$316,454$0$58,690$0$17,682$0$975,261$0$0
JODY GROSS
VP OPERATIONS & GOVT OPERATION$335,291$0$302,286$0$43,419$0$190,883$0$7,947$0$879,826$0$144,490$0
STEVEN SIGAL
VICE PRESIDENT/CFO (THROUGH 05/2020)$111,715$0$151,663$0$417,555$0$17,100$0$12,044$0$710,077$0$88,188$0
RAYMOND MCCARTHY
SVP CFO TREAS BH$0$487,508$0$154,214$0$26,680$0$21,375$0$4,338$0$694,115$0$0
KEITH M LEDOUX
VP COMMERCIAL, LOB & SALES$249,828$0$262,895$0$0$0$131,865$0$1,177$0$645,765$0$92,000$0
SUSAN S O'CONNOR
DIRECTOR & GENERAL COUNSEL$244,290$0$92,067$0$12,149$0$131,532$0$18,077$0$498,115$0$66,442$0
KENNETH BERNARD
VP INFORMATION TECHNOLOGY$230,580$0$94,165$0$12,938$0$125,018$0$18,155$0$480,856$0$67,926$0
VINIL DEVABHAKTUNI
CHIEF TECHNOLOGY OFFICER$224,183$0$74,711$0$8,302$0$57,455$0$8,510$0$373,161$0$0$0
JACQUELINE SPAIN
MEDICAL DIRECTOR$267,845$0$27,385$0$0$0$59,118$0$18,213$0$372,561$0$27,385$0
JASON RIO
SR DIR REVENUE A&R$220,102$0$68,206$0$0$0$53,975$0$17,873$0$360,156$0$18,176$0
LAURIE GIANTURCO
VP & CHIEF MEDICAL OFFICER (THROUGH$34,456$0$247,441$0$30,174$0$17,100$0$324$0$329,495$0$132,654$0
TIMOTHY CHRYSTAL
DIR OF NEW & EXISTING SALE$156,794$0$111,428$0$5,782$0$39,862$0$6,855$0$320,721$0$13,154$0
ANDREW COLBY
SR. DIR. PHARMACY SERVICES$150,559$0$87,228$0$0$0$64,531$0$18,165$0$320,483$0$23,478$0
RICHARD SWIFT
PRESIDENT & CEO$133,243$0$50,000$0$7,500$0$105,664$0$3,874$0$300,281$0$0$0
THOMAS J BROWN III
FORMER INTERIM CFO$0$182,495$0$42,944$0$21,460$0$23,751$0$12,155$0$282,805$0$0
IRA KLEIN
CHIEF MEDICAL OFFICER (THROUGH 9/202$110,130$0$40,000$0$0$0$64,195$0$1,987$0$216,312$0$0$0
ERIC HARLOW
SR. SALES EXECUTIVE$110,570$0$68,967$0$0$0$8,977$0$18,103$0$206,617$0$0$0
JUDITH MICHELE DANEK
DIR OFFICE OF GOVT RELATION$119,757$0$32,816$0$13,246$0$20,680$0$11,304$0$197,803$0$4,952$0
MICHELLE SEARS
FORMER CFO & DIR FIN SERVICES$79,715$0$18,258$0$24,552$0$7,352$0$5,294$0$135,171$0$18,258$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3HEALTH NEW ENGLAND, INC USES AN INDEPENDENT COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, AND APPROPRIATE COMPARABILITY DATA AND APPROVAL BY THE COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF ITS KEY OFFICERS, DIRECTORS, AND EMPLOYEES. EACH MEMBER OF THE HEALTH NEW ENGLAND EXECUTIVE LEADERSHIP TEAM'S EMPLOYMENT IS GOVERNED BY AN EXECUTIVE LEADERSHIP CONTRACT.
PART I, LINES 4A-BSEVERANCE WAS PAID TO STEVEN SIGAL IN 2020 ($394,783) AND IS REPORTED AS TAXABLE COMPENSATION IN COL B(III). DENNIS W. CHALKE - SUPPLEMENTAL RETIREMENT OF $146,109 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2020. MARK A. KEROACK, MD - SUPPLEMENTAL RETIREMENT OF $363,205 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2020. RAYMOND MCCARTHY - SUPPLEMENTAL RETIREMENT OF $187 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2020. MARION A. MCGOWAN, PHD - SERP PAYMENT OF $70,834 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED, BUT NOT PAID IN 2020.
PART I, LINE 5CERTAIN EMPLOYEES OF HEALTH NEW ENGLAND, INC ARE ELIGIBLE FOR BONUSES IN PART BASED ON NET REVENUES, EMPLOYEES RECEIVE A PERCENTAGE OF THE EXCESS REVENUES, WHEN TARGET UNDERWRITING MARGINS ARE EXCEEDED.
PART I, LINE 7CERTAIN 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 (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
MEDWISE CONSULTING PARTNERS
OWNED BY RICHARD SWIFT, CEO$1,038,639HEALTH NEW ENGLAND, INC. ENGAGED MEDWISE CONSULTING PARTNERS ("MEDWISE"), FOR PROFESSIONAL CONSULTING SERVICES FROM JANUARY THROUGH SEPTEMBER 2020. DURING THIS PERIOD, MEDWISE PROVIDED HEALTH NEW ENGLAND INC. WITH INTERIM CFO SERVICES, PERFORMED BY RICHARD SWIFT, ALONG WITH OTHER CONSULTANT SERVICES, PERFORMED BY OTHER MEDWISE ASSOCIATES. ON OCTOBER 1, 2020 RICHARD SWIFT BECAME CEO OF HEALTH NEW ENGLAND INC. AND ALL BUSINESS WITH MEDWISE CEASED.0
GINLILL LLC
OWNED BY MICHAEL FASO, INTERIM CFO$120,000HEALTH NEW ENGLAND, INC. UTILIZED GINLILL LLC, FOR INTERIM CFO SERVICES FROM OCTOBER THROUGH DECEMBER 2020. DURING THIS PERIOD, GINLILL LLC PROVIDED HEALTH NEW ENGLAND INC. WITH INTERIM CFO SERVICES, PERFORMED BY MICHAEL FASO.0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 2IN 2020, HEALTH NEW ENGLAND DEDICATED $300,000 TOWARDS TWO NEW COMMUNITY BENEFITS FUNDING PROGRAMS: (1) COVID-19 RESPONSE MINI GRANT AND (2) DIVERSITY, EQUITY, INCLUSION, BELONGING (DEIB) MINI GRANT. HEALTH NEW ENGLAND COMMITTED $250,000 IN COVID-19 MINI GRANTS TO PROVIDE FLEXIBLE RESOURCES TO LOCAL NON-PROFIT ORGANIZATIONS THAT SERVE THE MOST VULNERABLE COMMUNITIES IMPACTED BY THE CORONAVIRUS PANDEMIC. IN ADDITION TO THE IMPACT OF COVID-19, HEALTH NEW ENGLAND DEDICATED $50,000 IN DEIB MINI GRANTS TO SUPPORT PROGRAMS THAT ADDRESS RACIAL HEALTH EQUITY AND DISPARITIES AND FOCUS ON AT LEAST ONE SOCIAL DETERMINANT OF HEALTH. HEALTH NEW ENGLAND AWARDED $250,000 IN COVID-19 MINI GRANTS TO OVER 76 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 CORONAVIRUS, AND FOCUSED ON ADDRESSING ADDRESS-HOUSING NEEDS, ACCESS TO HEALTHY FOOD, EDUCATION, CHILDCARE, BEHAVIORAL HEALTH, SUBSTANCE ABUSE, CHRONIC CONDITIONS, PREVENTIVE HEALTH, AND RACIAL HEALTH EQUITIES AND DISPARITIES. DIVERSITY, EQUITY, INCLUSION, BELONGING (DEIB) MINI GRANTS HEALTH NEW ENGLAND AWARDED $50,000 IN DEIB MINI GRANTS TO 18 LOCAL NONPROFIT ORGANIZATIONS THAT SUPPORT PROGRAMS THAT ADDRESS HEALTH DISPARITIES THAT AFFECT RACIAL AND ETHNIC MINORITY GROUPS AND FOCUS ON AT LEAST ONE SOCIAL DETERMINANT OF HEALTH.
FORM 990, PART III, LINE 4A: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 12/31/2020: 27,352 REVENUE: $156,767,446 PROGRAM EXPENSES: $137,652,031 HEALTH 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 12/31/2020: 9,277 REVENUE: $103,778,874 PROGRAM EXPENSE: $82,901,775 HEALTH NEW ENGLAND SERVES MEDICARE ENROLLEES THROUGH HEALTH NEW ENGLAND MEDICARE ADVANTAGE PLANS. MEDICAID: ENROLLEES AT 12/31/2020: 43,434 REVENUE: $279,870,737 PROGRAM EXPENSE: $256,946,718 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 MORE THAN 66,000 ENROLLEES IN 2016. OTHER INDIVIDUALS AND FAMILIES: ENROLLEES AT 12/31/2020: 36,347 REVENUE: $235,220,824 PROGRAM EXPENSE: $192,294,735 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; 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 2020, HEALTH NEW ENGLAND COMMITTED APPROXIMATELY $640,000 IN INVESTMENTS BACK TO THE COMMUNITY, A $140,000 INCREASE FROM 2019. IN 2020, MAJOR PROGRAM COMPONENTS INCLUDE: -COVID-19 MINI GRANTS, ACCOUNTING FOR 40% OF ALL FUNDING -WHERE HEALTH MATTERS GRANTS, ACCOUNTING FOR 23% OF ALL FUNDING -BAYSTATE HEALTH FOUNDATION ACCOUNTING FOR 16% OF ALL FUNDS -DEIB MINI GRANTS, ACCOUNTING FOR 8% OF ALL FUNDING -PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS, ACCOUNTING FOR 8% OF ALL FUNDS -MINI GRANTS OF AWARDS UP TO $5,000, ACCOUNTING FOR 3% OF ALL FUNDS -COMMUNITY SPONSORSHIPS OF AWARDS UP TO $2,500, ACCOUNTING FOR 2% OF ALL FUNDS ALL 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); INFANT AND PERINATAL/MATERNAL HEALTH; 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 "WHERE HEALTH MATTERS" GRANT PROGRAM - AWARDED A TOTAL OF $350,000 IN GRANTS TO SUPPORT PROGRAMS IN THREE ORGANIZATIONS: 1) NEW NORTH CITIZEN COUNCIL RECEIVED $50,000 FOR "PROJECT COACH" TO IMPROVE HEALTH AND EDUCATIONAL OUTCOMES FOR YOUTH IN SPRINGFIELD BY EMPOWERING TEENS TO SERVE AS MENTORS AND COACHES TO YOUNGER CHILDREN, THEREBY INCREASING OPPORTUNITIES FOR YOUTH TO BE PHYSICALLY ACTIVE AND ENGAGE IN ACTIVITIES PROMOTING HEALTH AND WELLNESS AND IMPROVING SOCIAL COHESION. 2) THE FOOD BANK OF WESTERN MA RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THE "FOOD INSECURITY SCREENING AND REFERRAL INITIATIVE" THAT SERVES FOOD INSECURE PATIENTS WHO SCREEN POSITIVE FOR FOOD INSECURITY, BUT DO NOT QUALIFY FOR MASSHEALTH FLEXIBLE SERVICES (FS) BECAUSE THEY DO NOT FALL MEET SPECIFIC QUALIFICATIONS. 3) CLINICAL & SUPPORT OPTIONS RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THE "FRIENDS OF THE HOMELESS CARE COORDINATION SUPPORT" PROGRAM AND ESTABLISH A TRIAGE NURSING SERVICE LOCATED AT THE FRIENDS OF THE HOMELESS (FOH) SHELTER. THE NURSE WILL PROVIDE HEALTH ASSESSMENT, CARE COORDINATION AND TRIAGE OF ACUTE PROBLEMS AS A "SECOND SHIFT" PROGRAM DURING EVENING SHELTER HOURS, WHEN MEDICAL INCIDENTS MOST COMMONLY PRESENT AND THE CO-LOCATED MEDICAL CLINIC IS CLOSED.
FORM 990, PART III, LINE 4A CONT.:-"COVID-19 MINI GRANT" PROGRAM AWARDED A TOTAL OF $250,000 IN GRANTS TO OVER 76 NON-PROFIT ORGANIZATIONS. AMHERST SURVIVAL CENTER - FOOD PANTRY DELIVERY PROGRAM PROVIDES MONTHLY FOOD PANTRY DELIVERY TO ENSURE ACCESS TO HEALTHY FOODS. -BARRINGTON STAGE COMPANY - PLAYWRIGHT MENTORING PROJECT TEACHES UNDERSERVED YOUTH CONFLICT/RESOLUTION SKILLS. -BEHAVIORAL HEALTH NETWORK - BASIC NEED SUPPORT PROVIDES BHN CLIENTS WITH GIFT CARDS FOR GROCERIES AND CLEANING SUPPLIES. -BERKSHIRE COUNTY ARC - PROVIDES COVID-19 PERSONAL PROTECTIVE EQUIPMENT (PPE) SUPPORT. -BERKSHIRE FAMILY YMCA - PROVIDES EMERGENCY CHILDCARE FOR ESSENTIAL WORKERS. -BERKSHIRE HEALTH SYSTEMS - PROVIDES COVID-19 CARE PACKAGES TO HIGH RISK AND VULNERABLE PATIENTS WHO TEST POSITIVE FOR COVID-19 AFTER THEIR DISCHARGE FROM THE EMERGENCY DEPARTMENT. -BFAIR - PROVIDES COVID-19 PPE SUPPORT. -BIG BROTHERS BIG SISTERS OF FRANKLIN COUNTY - YOUTH MENTORING PROGRAM HELPS AT-RISK YOUTH REACH THEIR POTENTIAL THROUGH 1:1 MENTORING -BOYS & GIRLS CLUB FAMILY CENTER - VIRTUAL CLUB PROGRAMMING SUPPORTS VIRTUAL LEARNING 5 DAYS A WEEK. -BOYS & GIRLS CLUB OF CHICOPEE GRAB & GO DINNERS FEEDS MEMBERS DINNER TWICE A WEEK. -BOYS & GIRLS CLUB OF CHICOPEE - WEEKEND WARRIOR FOOD PROGRAM PROVIDES ACCESS TO FOOD DURING THE WEEKEND. -BOYS & GIRLS CLUB OF GREATER HOLYOKE - EXEMPT EMERGENCY CHILDCARE AND FOOD PROGRAM. -CANCER CONNECTION - REMOTE PROGRAMS CONTINUE SUPPORT SERVICES TO THOSE WITH A CANCER DIAGNOSIS. -CENTER FOR NEW AMERICANS - CRITICAL CONNECTIONS FOR IMMIGRANTS HELPS CONNECT IMMIGRANTS TO COMMUNITY SUPPORT SERVICES (FOOD PANTRIES, HEALTH CENTERS, CHILDCARE, AND HOUSING SUPPORT). -CHILDREN'S ADVOCACY CENTER FRANKLIN COUNTY AND NORTH QUABBIN - PROVIDES COVID-19 ESSENTIAL PACKAGES TO ENSURE FAMILIES' BASIC NEEDS ARE MET, SUCH AS FOOD AND GAS CARDS. -CHILDREN'S ADVOCACY CENTER OF HAMPSHIRE COUNTY - PROVIDES COVID-19 ESSENTIAL PACKAGES TO ENSURE FAMILIES' BASIC NEEDS ARE MET, SUCH AS FOOD AND GAS CARDS. -CHRISTINA'S HOUSE - FOOD FOR THOUGHT PROGRAM FAMILIES RECEIVE NUTRITION COUNSELING BASED ON THEIR DIETARY GUIDELINES FOR CHRONIC CONDITIONS. -CLINICAL AND SUPPORT OPTIONS - FRIENDS OF THE HOMELESS PROVIDES COVID-19 ISOLATION TENT SUPPORT. -COLLABORATIVE FOR EDUCATION SERVICES - HEALTHY FOOD PANDEMIC RESPONSE FOCUSES INCREASED ACCESS TO HEALTHY FOOD. -COMMUNITY ACTION PIONEER VALLEY - FOOD PANTRY INCREASES ACCESS TO HEALTHY FOOD. -COMMUNITY LEGAL AID - EVICTION CASE MANAGER HELPS TENANTS NAVIGATE AND CONNECTS THEM WITH SOCIAL SERVICES TO ADDRESS MENTAL HEALTH AND SUBSTANCE USE. -CRIMINAL JUSTICE ORG. OF HAMPDEN COUNTY - YOUTH LEADERSHIP ACADEMY SUMMER CAMP. -EDUCARE SPRINGFIELD - ENRICHMENT BOXES THAT CONTAIN AGE APPROPRIATE MANIPULATIVE MATERIALS (I.E. BOOKS, ART SUPPLIES, SENSORY PROJECTS) ARE DISTRIBUTED. -ELDER SERVICES OF BERKSHIRE COUNTY - MEALS ON WHEELS INCREASES ACCESS TO HEALTHY FOOD. -ELIZABETH FREEMAN CENTER - EMERGENCY RESPONSE PROGRAM PROVIDES SAFETY, HOUSING, FOOD, BASIC NEEDS TO DOMESTIC & SEXUAL VIOLENCE SURVIVORS. -FRIENDS OF AMHERST SENIOR CENTER - OLDER ADULT DIGITAL DIVIDE PROGRAM PROVIDES A TECHNOLOGY LENDING LIBRARY FOR OLDER ADULTS. -GARDENING THE COMMUNITY - ELDER FARM SHARE PROGRAM INCREASES ACCESS TO HEALTHY FOOD. -GIRLS INC. OF THE VALLEY - PROJECT PERIOD PROVIDES MENSTRUAL PRODUCTS AND BASIC HYGIENE PRODUCTS. -GIRLS ON THE RUN WESTERN MA - PROVIDES FINANCIAL SUPPORT FOR AT-RISK GIRLS WHOSE FAMILIES ARE LIVING ON LOW, OR POVERTY LEVEL INCOMES. -GREATER SPRINGFIELD HABITAT FOR HUMANITY - MORTGAGE DELINQUENCY PROGRAM PROVIDES FINANCIAL ASSISTANCE TO FAMILIES IMPACTED BY COVID-19. -GROW FOOD NORTHAMPTON - COMMUNITY FOOD DISTRIBUTION PROJECT INCREASES ACCESS TO HEALTHY FOOD. -HAMPDEN COUNTY BAR FOUNDATION - LEGAL CLINIC PROVIDES FREE ESSENTIAL LEGAL AND LAW-RELATED SERVICES TO RESIDENTS IN NEED. -HAMPSHIRE REGIONAL YMCA - SAVE SUMMER WITH A SAFE SUMMER CHILDREN'S CAMP. -HOLYOKE YMCA - PROVIDES EMERGENCY CHILDCARE FOR ESSENTIAL WORKERS. -INTERNATIONAL LANGUAGE INSTITUTE OF MA - PROVIDES FREE ENGLISH CLASSES FOR IMMIGRANTS AND REFUGEES. -JUNIOR ACHIEVEMENT OF WESTERN MA - JA TOMORROW PROGRAM PROVIDES ONLINE PROGRAMMING FOCUSING ON FINANCIAL LITERACY. -JUST ROOTS - FOOD SECURITY PROGRAM INCREASES ACCESS TO HEALTHY FOOD. -LINK TO LIBRARIES - CHILDREN DIVERSITY BOOKS PURCHASES K-12 BOOKS WRITTEN BY MULTICULTURAL AUTHORS ADDRESSING RACE AND SOCIAL INJUSTICE. -LORRAINE'S SOUP KITCHEN - FOOD PANTRY & BAG GROCERIES PROGRAM INCREASES ACCESS TO HEALTHY FOOD. -MENTAL HEALTH ASSOCIATION - ELDERLY IN RECOVERY PROGRAM SUPPORTS PEOPLE RECOVERING FROM SUBSTANCE USE THAT NEED TO SHELTER AT HOME. -MONTAGUE CATHOLIC SOCIAL MINISTRIES - VIRTUAL SUENOS PROGRAM PROVIDES TABLETS TO WOMEN ENROLLED IN THE CLASS. -NORTHAMPTON SURVIVAL CENTER - EMERGENCY FOOD PANTRY INCREASES ACCESS TO HEALTHY FOOD. -PATHLIGHT - CONNECTIONS PROGRAM HELPS ADDRESS THE DIGITAL DIVIDE AND INCREASES ACCESS IN TECHNOLOGY AND WI-FI. -PROJECT 13/OASIS FOOD PANTRY - OASIS FOOD PANTRY INCREASES ACCESS TO HEALTHY FOOD. -PROVIDENCE MINISTRIES - KATE'S KITCHEN INCREASES ACCESS TO HEALTHY FOOD. -PUBLIC HEALTH INSTITUTE OF WESTERN MA - GO FRESH EMERGENCY FOOD DISTRIBUTION INCREASES ACCESS TO HEALTHY FOOD. -RACHEL'S TABLE - EMERGENCY FOOD INCREASES ACCESS TO HEALTHY FOOD. -REVITALIZE CDC - DOORWAY TO AN ACCESSIBLE, SAFE, AND HEALTHY HOME PROGRAM SUPPORTS EMERGENCY REPAIRS IN HOMES. -RIVER VALLEY COUNSELING CENTER - TELEHEALTH PROGRAM HELPS ADDRESS THE DIGITAL DIVIDE AND INCREASE ACCESS IN TECHNOLOGY AND WI-FI. -RIVERMILLS SENIOR CENTER - DINNERS TO GO INCREASES ACCESS TO HEALTHY FOOD. -RONALD MCDONALD HOUSE OF SPRINGFIELD MA - COVID-19 ESSENTIAL ITEMS PROVIDES HOUSING, BASIC NEEDS AND FOOD TO FAMILIES STAYING AT THE RONALD MCDONALD HOUSE. -ROOTS RISING - VIRTUAL FAMERS MARKET INCREASES ACCESS TO HEALTHY FOOD. -SPRINGFIELD FOOD POLICY COUNCIL - URBAN GROWING/HEALTHY PRODUCE ACCESS PROVIDING SUPPORT AND ACCESS TO INSTALL BACKYARD GARDENS. -SPRINGFIELD JEWISH COMMUNITY CENTER - KEHILLAH SPECIAL NEEDS PROGRAM SUPPORTS CHILDREN AND ADULTS WITH DISABILITIES. -SQUARE ONE - FAMILY SUPPORT SERVICE PROGRAM SUPPORTS THE IMMEDIATE NEEDS OF FAMILIES FOR SUPPLIES OF DIAPERS, WIPES, FORMULA, FOOD AND CLOTHING. -SQUARE ONE - DIAPER BANK PROVIDES FREE DIAPERS AND WIPES TO FAMILIES WITH YOUNG CHILDREN. -SUNSHINE VILLAGE - DAY HAB SAFEGUARDS PURCHASES "SNEEZE GUARDS" TO HELP KEEP STUDENTS SAFE WHEN IN-PERSON CLASSES START. -THE BRIEN CENTER - SDOH PROGRAM PROVIDES PATIENTS WITH GIFT CARDS FOR GAS, FOOD, AND HELPS PATIENTS ATTAIN MASSACHUSETTS STATE ISSUED ID CARDS. -THE CARE CENTER - COVID RELIEF PROVIDES BASIC ESSENTIALS FOR YOUNG ISOLATED MOTHERS. -THE FOOD BANK OF WESTERN MA - EMERGENCY FOOD ACCESS INCREASES ACCESS TO HEALTHY FOOD. -THE GRAY HOUSE - THE MARKET PROGRAM INCREASES ACCESS TO HEALTHY FOOD. -THE HARTSBROOK SCHOOL - AGENCY, COMMUNITY, TERRA AND SOCIAL JUSTICE PROGRAM BRINGS PRODUCE TO AREA FOOD BANKS IN NORTHAMPTON, AMHERST, AND GARDENING THE COMMUNITY. -UCP OF WESTERN MA - ASSISTIVE TECHNOLOGY FOR STUDENTS WITH DISABILITIES PROGRAM ADDRESSES THE DIGITAL DIVIDE. -UMASS MEDICAL SCHOOL - RESOURCE PARENT CURRICULUM PROGRAM PROVIDES VIRTUAL TRAINING FOR FOSTER PARENTS. -UNITED WAY OF FRANKLIN COUNTY - DIAPER BANK PROVIDES FREE DIAPERS AND WIPES TO FAMILIES WITH YOUNG CHILDREN. -UNITED WAY OF PIONEER VALLEY - FINANCIAL COACHING PROGRAM WORKS WITH PEOPLE RECENTLY UNEMPLOYED WHO ARE LOW TO MODERATE INCOME. -URBAN LEAGUE OF SPRINGFIELD - GRANDPARENTS TAKING CARE GRANDS PROGRAM PROVIDES SDOH SERVICES TO SENIORS WHO SUPPORT THEIR GRANDCHILDREN AND ARE THEIR SOLE SUPPORTERS. -VALLEY EYE RADIO - ACCESSIBLE COVID-19 10 BROADCASTING EXPANSION PROGRAM PROVIDES REGULAR BROADCASTING TO PEOPLE WHO CANNOT READ INDEPENDENTLY. -VALLEY HEALTH SYSTEMS / HOLYOKE MEDICAL CENTER - COMMUNITY BASED TELEHEALTH CARE SPONSORED A TELEHEALTH BOOTH IN THE COMMUNITY. -VILLAGE NEIGHBORS - PANDEMIC MEMBER OUTREACH PROJECT PROVIDED CARE PACKAGES INCLUDING PPE. -VOLUNTEERS IN MEDICINE BERKSHIRES - SDOH PROGRAM PROVIDES VULNERABLE PATIENTS WITH ESSENTIAL SUPPLIES (FOOD AND GAS CARDS, PPE, CLOTHES, PAYING BILLS). -WELLSPRING COOPERATIVE CORPORATION - FOOD ACCESS WINTER MOBILE MARKET INCREASES ACCESS TO HEALTHY FOOD. -WHEELHOUSE FARM LLC - ESSENTIAL MEAL PROJECT INCREASES ACCESS TO HEALTHY FOOD. -WOMANSHELTER COMPANERAS - EMERGENCY CRISIS HOTLINE SPONSORS ADDITIONAL DOMESTIC VIOLENCE ADVOCATES TO SUPPORT THE CRISIS SUPPORT CALLS. -YMCA OF GREATER SPRINGFIELD - EMERGENCY CHILDCARE SERVICES PROVIDES CHILDCARE TO ESSENTIAL WORKERS. -SAFE PASSAGE, SUPPORT AND ADVOCACY SERVICES FOR WOMEN AND CHILDREN.
FORM 990, PART III, LINE 4A CONT.:HEALTH NEW ENGLAND ALSO SUPPORTS THE BAYSTATE RAPID ACCESS PEDIATRIC MENTAL HEALTH EVALUATION AND MANAGEMENT SERVICE PROGRAM (RAPMH) THROUGH THE BAYSTATE HEALTH FOUNDATION. THE PROGRAM SEEKS TO DEVELOP AN ENHANCED MULTI-DISCIPLINARY SERVICE TO HELP INCREASE THE TIMELY AVAILABILITY AND IMPROVE THE QUALITY OF CARE OF BEHAVIORAL HEALTH SERVICES PROVIDED TO YOUTH AND THEIR FAMILIES RECEIVING CARE IN THE PEDIATRIC EMERGENCY DEPARTMENT (PEDI ED) OR ON THE MEDICAL SERVICES OF THE BAYSTATE CHILDREN'S' HOSPITAL (BCH). . 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. - SENIOR POPULATION EDUCATION EVENTS: HEALTH NEW ENGLAND ADDRESSED MORE THAN 2,000 MEDICARE ELIGIBLE INDIVIDUALS LECTURE STYLE EVENTS ON TOPICS INCLUDING: REDUCING YOUR RISK OF FALLING, INCONTINENCE WHEN LAUGHING IS NO LONGER FUNNY, WEIGHT LOSS, WHAT'S YOUR TYPE DIABETES, WHAT YOU NEED TO KNOW ABOUT YOUR LUNGS, AND THE HEALTH NEW ENGLAND ANNUAL HEALTH AND WELLNESS FAIR. HEALTH NEW ENGLAND ALSO PARTICIPATED IN SEVERAL REGIONAL COMMUNITY HEALTH AND WELLNESS FAIRS, OFFERING BONE DENSITY SCREENING IN THE FOLLOWING TOWNS: GREENFIELD, WILLIAMSTOWN, PITTSFIELD, SHEFFIELD, ADAMS, AND HINSDALE. 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 2TWO 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 3DURING THE PERIOD COVERED BY THIS FILING, HEALTH NEW ENGLAND INC. ENGAGED MEDWISE CONSULTING PARTNERS ("MEDWISE") AS A MANAGEMENT COMPANY, FOR INTERIM CFO SERVICES ALONG WITH VARIOUS OTHER CONSULTING SERVICES. RICHARD SWIFT WAS EMPLOYED BY, AND, LIKEWISE, MICHAEL FASO AND OTHERS WERE ENGAGED BY, MEDWISE TO SERVE HEALTH NEW ENGLAND, INC. FOR THE PERIOD JANUARY 1, 2020 THROUGH SEPTEMBER 30, 2020 AND HEALTH NEW ENGLAND TERMINATED ITS RELATIONSHIP WITH MEDWISE ONCE RICHARD SWIFT WAS APPOINTED CHIEF EXECUTIVE OFFICER AS OF OCTOBER 1, 2020. DURING THIS PERIOD, MEDWISE WAS PAID A TOTAL OF $1,038,639 FOR ITS MANAGEMENT AND CONSULTING SERVICES PROVIDED TO HEALTH NEW ENGLAND INC. IN ADDITION, HEALTH NEW ENGLAND ENGAGED GINLILL, LLC FOR MICHAEL FASO TO PROVIDE INTERIM CFO SERVICES BEGINNING OCTOBER 1, 2020 AND HNE PAID $120,000 DURING THIS PERIOD.
FORM 990, PART VI, SECTION A, LINE 4THE ORGANIZATION CHANGED THE BYLAWS TO INCREASE THE NUMBER OF EX-OFFICIO MEMBERS FROM 4 TO 5."
FORM 990, PART VI, SECTION A, LINE 6AS 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 7ABAYSTATE 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 7BTHE FUNCTIONS OF A NOMINATING COMMITTEE ARE CARRIED OUT BY THE GOVERNANCE COMMITTEE OF BAYSTATE HEALTH AND THE BAYSTATE HEALTH AUDIT AND COMPLIANCE COMMITTEE HAS FULL AUDIT OVERSIGHT DUTIES AND RESPONSIBILITIES FOR HEALTH NEW ENGLAND, INC.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR 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 PREPARED 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 12CHEALTH 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 15HEALTH NEW ENGLAND, INC. (HNE) HAS ADOPTED THE COMPENSATION REVIEW AND APPROVAL POLICY AND PROCEDURES OF ITS PARENT AND SOLE MEMBER, BAYSTATE HEALTH INC. ACCORDINGLY, THE COMPENSATION OF THE PRESIDENT AND CEO OF HNE IS REVIEWED AND DETERMINED ANNUALLY BY THE COMPENSATION COMMITTEE OF HEALTH NEW ENGLAND, INC. THIS COMMITTEE IS COMPOSED OF A MAJORITY OF INDEPENDENT INDIVIDUALS NOT COMPENSATED BY BAYSTATE HEALTH, AND A NUMBER OF BAYSTATE HEALTH EXECUTIVES. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE PRESIDENT AND CEO WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE PRESIDENT AND CEO IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD-PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA. THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED COMPENSATION COMMITTEE OF HEALTH NEW ENGLAND, INC. SIMILARLY, THE COMPENSATION OF THE EXECUTIVE LEADERSHIP TEAM, AS DETERMINED BY HNE, IS REVIEWED, AND DETERMINED ANNUALLY BY THE COMPENSATION COMMITTEE OF HEALTH NEW ENGLAND, INC. THIS COMMITTEE CONSISTS OF A MAJORITY OF INDEPENDENT MEMBERS AND A MINORITY OF BAYSTATE HEALTH EXECUTIVES SERVING ON THE BOARD OF HEALTH NEW ENGLAND, INC. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE EXECUTIVE LEADERSHIP TEAM WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE EXECUTIVE LEADERSHIP TEAM IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA. THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED COMPENSATION COMMITTEE OF BAYSTATE HEALTH, INC.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION
FORM 990, PART XI, LINE 9:CHANGE IN NON ADMITTED ASSETS 430,611.
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. SURPLUS NOTES-GAAP CLASSIFIES SURPLUS NOTES IN LIABILITIES, WHEREAS NAIC SAP CLASSIFIES THEM IN STATUTORY NET WORTH.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
BAYSTATE ADMINISTRATIVE SERVICES INC
759 CHESTNUT STREETSPRINGFIELDMA01199222747685ADMINISTRATIVE SERVICESMA501(C)(3)LINE 12C, III-FIBAYSTATE HEALTH INC0
BAYSTATE FRANKLIN MEDICAL CENTER
164 HIGH STREETGREENFIELDMA01301042103575HOSPITALMA501(C)(3)LINE 3BAYSTATE HEALTH INC0
BAYSTATE HEALTH FOUNDATION INC
759 CHESTNUT STREETSPRINGFIELDMA01199043549011FUNDRAISINGMA501(C)(3)LINE 7BAYSTATE HEALTH INC0
BAYSTATE HEALTH INC
759 CHESTNUT STREETSPRINGFIELDMA01199042105941IMPROVE THE HEALTH OF PEOPLE IN OUR COMMUNITIES EVERY DAY.MA501(C)(3)LINE 70N/A
BAYSTATE MEDICAL CENTER INC
759 CHESTNUT STREETSPRINGFIELDMA01199042790311ACUTE CARE TEACHING HOSPITALMA501(C)(3)LINE 3BAYSTATE HEALTH INC0
BAYSTATE MEDICAL PRACTICES INC
759 CHESTNUT STREETSPRINGFIELDMA01199042888373PHYSICIAN MEDICAL SERVICESMA501(C)(3)LINE 3BAYSTATE HEALTH INC0
BAYSTATE NOBLE HOSPITAL CORPORATION
115 WEST SILVER STREETWESTFIELDMA01085222537423HOSPITALMA501(C)(3)LINE 3BAYSTATE HEALTH INC0
BAYSTATE TOTAL HOME CARE INC
50 MAPLE STREETSPRINGFIELDMA01199203260764REAL ESTATE AND OTHERMA501(C)(3)LINE 12B, IIBAYSTATE HEALTH INC0
BAYSTATE WING HOSPITAL CORPORATION
40 WRIGHT STREETPALMERMA01069222519813HOSPITALMA501(C)(3)LINE 3BAYSTATE HEALTH INC0
HEALTH NEW ENGLAND OF CONNECTICUT INC
ONE MONARCH PLACE SUITE 1500SPRINGFIELDMA01104465190134HMOCT501(C)(4)HEALTH NEW ENGLAND INCYes (1)
PIONEER VALLEY LIFE SCIENCE INSTITUTE OF BAYSTATE MEDICAL CENTER AND UMASS
3601 MAIN STREETSPRINGFIELDMA01199BIOMEDICAL RESEARCHMA501(C)(3)LINE 4BAYSTATE HEALTH INC0
VISITING NURSE ASSN AND HOSPICE OF WESTERN NEW ENGLAND INC
50 MAPLE STREETSPRINGFIELDMA01199042105803HOMEHEALTH AND HOSPICE CAREMA501(C)(3)LINE 10BAYSTATE HEALTH INC0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
INGRAHAM CORPORATION
759 CHESTNUT STREETSPRINGFIELDMA01199043016257HEALTH CARE AND OTHER BUSINESS ACTIVITIESMAN/AC0
HNE INSURANCE SERVICES INC
ONE MONARCH PLACE SUITE 1500SPRINGFIELDMA011441500043183019COLLECTION OF SERVICES FOR ANCILLARY SERVICESMACYes (1)HNE HOLDING CORPORATION$2,555$125,3301.00000
HNE ADVISORY SERVICES
ONE MONARCH PLACE SUITE 1500SPRINGFIELDMA011441500043012347ADMINISTRATIVE SERVICESMACYes (1)HNE HOLDING CORPORATION-$1,693,201$15,879,8241.00000
HNE HOLDING CORPORATION
ONE MONARCH PLACE SUITE 1500SPRINGFIELDMA011441500464620480HOLDING COMPANYMACYes (1)HEALTH NEW ENGLAND INC-$1,832,205$5,069,0841.00000
BAYSTATE HEALTH INSURANCE COMPANY LTD
980421413OFFSHORE CAPTIVE INSURANCEN/AC0N CHURCH STREET GEORGE TOWNGRAND CAYMANCJKYI-1104CJ
HNE INSURANCE COMPANY INC
ONE MONARCH PLACE SUITE 1500SPRINGFIELDMA011441500454462433PROVIDE HEALTH CARE FOR MA MEDICARE SUPPLEMENT MEMBERSMACYes (1)HNE HOLDING CORPORATION-$157,689$5,527,1191.00000
PIONEER VALLEY ACCOUNTABLE CARE LLC
759 CHESTNUT STREETSPRINGFIELDMA01199800812350ACCOUNTABLE CARE ORGANIZATIONMAC0BAYCARE HEALTH PARTNERS INC
NOBLE HEALTH ALLIANCE INC
115 WEST SILVER STREETWESTFIELDMA01085043164468HEALTHCARE SUPPORTMAC0BAYSTATE NOBLE HOSPITAL CORPORATION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
HNE ADVISORY SERVICES
L$7,335,824LEDGER ACTIVITY
HNE ADVISORY SERVICES
P$12,680,203LEDGER ACTIVITY
HNE INSURANCE COMPANY INC
Q$1,163,276LEDGER ACTIVITY
HNE INSURANCE COMPANY INC
S$272,345LEDGER ACTIVITY