HNE OF CONNECTICUT INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HNE OF CONNECTICUT INC (EIN 46-5190134)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-13
- IRS object ID
- 202133179349302438
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-13T19:18:36-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465190134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HNE OF CONNECTICUT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HNEO | BusinessNameControlTxt |
| Phone | 4137874000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE NO 1500 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA COHEN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER. | PersonTitleTxt |
| Phone | 4137874000 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | COHEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KAWECKI | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD SWIFT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE NO 1500 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,374 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | HNE.HEALTHNEWENGLAND.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF HNE OF CONNECTICUT, INC., LIKE THAT OF ITS SOLE MEMBER HEALTH NEW ENGLAND, INC, ("HNE"), 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | 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 | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,497 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,374 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,497 | PYTotalRevenueAmt |
| CY Total Revenue | $9,374 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | -$21,904 | PYOtherExpensesAmt |
| CY Other Expenses | $1,561 | CYOtherExpensesAmt |
| PY Total Expenses | -$21,904 | PYTotalExpensesAmt |
| CY Total Expenses | $1,561 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,401 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,813 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,308,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,316,969 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $385 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,308,771 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,316,584 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF HNE OF CONNECTICUT, INC., LIKE THAT OF ITS SOLE MEMBER HEALTH NEW ENGLAND, INC, ("HNE"), 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 | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | SEE SCHEDULE O | Desc |
| 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | 01104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID L FRIED DDS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FREDERIC W FULLER III | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES M KESSLER ESQ | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEITH M LEDOUX | ||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $512,723 | $133,042 | ||
| MARK A KEROACK MD | ||||||||
| CHAIR / DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $2,511,656 | $39,342 | ||
| MARYLYNN E OSTROWSKI PHD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND MCCARTHY | ||||||||
| SVP CFO TREAS BH | 1.00 | 39.00 | Yes (X) | $0 | $668,402 | $25,713 | ||
| RICHARD A SEGOOL MD | ||||||||
| VICE CHAIR / DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SWIFT | ||||||||
| PRESIDENT & CEO | 1.00 | 39.00 | Yes (X) | $0 | $190,743 | $109,538 | Yes (X) | |
| JUDITH M DANEK | ||||||||
| DIR OFFICE OF GOVT RELATION | 1.00 | 39.00 | $0 | $165,819 | $31,984 | Yes (X) | ||
| MARION A MCGOWAN PHD | ||||||||
| EVP/COO - BH | 1.00 | 39.00 | $0 | $1,016,330 | $130,374 | Yes (X) | ||
| DENNIS CHALKE | ||||||||
| SVP CFO TREAS BH (LEFT 03/2020) | 1.00 | 39.00 | $0 | $898,889 | $76,372 | Yes (X) | ||
| MICHELLE SEARS | ||||||||
| FORMER CFO & DIR FIN SERVICES | 0.00 | 0.00 | $0 | $122,525 | $12,646 | Yes (X) | ||
| THOMAS J BROWN III | ||||||||
| FORMER INTERIM CFO | 0.00 | 0.00 | $0 | $246,899 | $35,906 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,333,986 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $594,917 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,374 | TotalRevenueColumnAmt |
| Exclusion | $9,374 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,374 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,374 | ExclusionAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNDERWRITING EXPENSES | Desc |
| Total | $1,561 | TotalAmt |
| Management And General | $1,561 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,561 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,561 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,804,971 | BOYAmt |
| EOY | $3,813,152 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,638 | BOYAmt |
| EOY | $500,638 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,162 | BOYAmt |
| EOY | $3,179 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,308,771 | BOYAmt |
| EOY | $4,316,969 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $108 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $277 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $385 | 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 | $4,308,771 | BOYAmt |
| EOY | $4,316,584 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,308,771 | BOYAmt |
| EOY | $4,316,584 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,308,771 | BOYAmt |
| EOY | $4,316,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,813 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO AFFILIATES | Desc |
| Amt | $277 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $277 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,374 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,374 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,374 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,561 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,561 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,561 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | 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 (9 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 A KEROACK MD | ||||||||||||||
| CHAIR / DIRECTOR | $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 | $0 | $663,725 | $0 | $278,150 | $0 | $74,455 | $0 | $101,655 | $0 | $28,719 | $0 | $1,146,704 | $0 | $186,063 |
| 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 |
| 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 | ||||||||||||||
| DIRECTOR | $0 | $249,828 | $0 | $262,895 | $0 | $0 | $0 | $131,865 | $0 | $1,177 | $0 | $645,765 | $0 | $92,000 |
| RICHARD SWIFT | ||||||||||||||
| PRESIDENT & CEO | $0 | $133,243 | $0 | $50,000 | $0 | $7,500 | $0 | $105,664 | $0 | $3,874 | $0 | $300,281 | $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 |
| JUDITH M DANEK | ||||||||||||||
| DIR OFFICE OF GOVT RELATION | $0 | $119,757 | $0 | $32,816 | $0 | $13,246 | $0 | $20,680 | $0 | $11,304 | $0 | $197,803 | $0 | $4,952 |
| MICHELLE SEARS | ||||||||||||||
| FORMER CFO & DIR FIN SERVICES | $0 | $79,715 | $0 | $18,258 | $0 | $24,552 | $0 | $7,352 | $0 | $5,294 | $0 | $135,171 | $0 | $18,258 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | HEALTH NEW ENGLAND, INC USES AN INDEPENDENT COMPENSATION COMMITTEE, AN APPROVAL BY THE COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF ITS HAVE ITS OWN COMPENSATION COMMITTEE. THE ORGANIZATION RELIES UPON THE INDEPENDENT COMPENSATION CONSULTANT, AND APPROPRIATE COMPARABILITY DATA AND KEY OFFICERS, DIRECTORS, AND EMPLOYEES. HNE OF CONNECTICUT, INC DOES NOT OPINION PROVIDED TO HEALTH NEW ENGLAND, INC. |
| PART I, LINES 4A-B | SEVERANCE 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 5 | CERTAIN EMPLOYEES OF HEALTH NEW ENGLAND, INC ("THE PARENT") 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 7 | CERTAIN EMPLOYEES OF HEALTH NEW ENGLAND, INC ("THE PARENT") 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | IN 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, DESCRIPTION OF PROGRAM SERVICE: | HNE OF CONNECTICUT WAS LICENSED AS A HEALTH CARE CENTER (HMO) UNDER CHAPTER 698A OF THE CONNECTICUT GENERAL STATUTES IN 2014. SINCE JANUARY 1, 2015, THE ORGANIZATION'S MAIN ACTIVITY WAS TO OFFER, THROUGH THE MEDICARE ADVANTAGE PROGRAM, LOW COST, HIGH QUALITY HEALTH CARE COVERAGE TO PERSONS ELIGIBLE FOR MEDICARE. EFFECTIVE JANUARY 1, 2018 THE ORGANIZATION CEASED OFFERING COVERAGE THROUGH ITS MEDICARE ADVANTAGE PROGRAM, BUT CONTINUES TO REMAIN IN EXISTENCE. MEDICARE ENROLLEES: 0 REVENUE: $0 PROGRAM EXPENSE: $0 THE MEDICARE ADVANTAGE PROGRAM INVOLVED A NUMBER OF INTERRELATED ACTIVITIES, SUCH AS: 1) SELECTION AND CREDENTIALING OF A NETWORK OF HEALTH CARE PROVIDERS CAPABLE OF PROVIDING COMPREHENSIVE HEALTH CARE SERVICES; 2) MONITORING AND PROMOTING THE QUALITY OF CARE PROVIDED; 3) OFFERING PREVENTIVE HEALTH CARE AND WELLNESS SERVICES AND HEALTH EDUCATION THAT SUPPLEMENT BASIC MEDICARE COVERAGE; 4) PROVIDING SERVICES TO COORDINATE AND ENHANCE CARE FOR INDIVIDUAL'S WITH SEVERE OR CHRONIC ILLNESS; 5) OFFERING SERVICES ALLOWING ENROLLEES TO MAKE INQUIRIES AND OBTAIN INFORMATION ABOUT AVAILABLE HEALTH CARE SERVICES, SUBMIT QUESTIONS AND COMPLAINTS ABOUT SERVICE FROM THE ORGANIZATION OR FROM PROVIDERS, ETC. SOME OF THE COMMUNITY HEALTH EDUCATION AND HEALTH PROMOTION ACTIVITIES INCLUDED BONE DENSITY SCREENINGS, HEALTH COOKING CLASSES AND FITNESS EVENTS, IN CONJUNCTION WITH LOCAL SENIOR CENTERS. IN ADDITION TO ITS OWN DIRECT SERVICE PROGRAMS, HNE OF CONNECTICUT, WITH AND AS A SUBSIDIARY OF ITS SOLE MEMBER (HNE), HAS WORKED WITH A WIDE VARIETY OF COMMUNITY ORGANIZATIONS TO SUPPORT PROGRAMS FOR HEALTH IMPROVEMENT AND COMMUNITY BENEFIT, SUCH AS: - PUBLIC HEALTH INSTITUTE OF WESTERN MA: PUBLIC HEALTH INSTITUTE OF WESTERN MA (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. PHIWM 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, 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. HNE OF CONNECTICUT, WITH AND AS A SUBSIDIARY OF ITS SOLE MEMBER (HNE) 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. HNE OF CONNECTICUT, WITH AND AS A SUBSIDIARY OF ITS SOLE MEMBER (HNE), ALSO SUPPORTS 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). HNE, INCLUDING ITS SUBSIDIARY HNE OF CONNECTICUT, HAS ALSO WORKED WITH PARTNER AGENCIES AND ORGANIZATIONS IN SUPPORT OF PROGRAMS RELATED TO THE FOLLOWING HEALTH PRIORITIES, DETERMINANTS OF HEALTH, AND SPECIFIC TARGET POPULATIONS: 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. HNE, INCLUDING ITS SUBSIDIARY HNE OF CONNECTICUT, AWARDED $250,000 IN COVID-19 MINI GRANTS TO PROVIDE FLEXIBLE RESOURCES TO OVER 76 LOCAL NON-PROFIT ORGANIZATIONS THAT SERVE THE MOST VULNERABLE COMMUNITIES IMPACTED BY THE COVID-19 PANDEMIC. ALL FUNDED PROGRAMS FOCUSED ON ADDRESSING HOUSING NEEDS, ACCESS TO HEALTHY FOOD, EDUCATION, CHILDCARE, BEHAVIORAL HEALTH, SUBSTANCE ABUSE, CHRONIC CONDITIONS, PREVENTIVE HEALTH, AND RACIAL HEALTH EQUITIES AND DISPARITIES. ORGANIZATIONS INCLUDED BEHAVIORAL HEALTH NETWORK, BOYS & GIRLS CLUB OF CHICOPEE, COLLABORATIVE FOR EDUCATION SERVICES, COMMUNITY LEGAL AID, WELLSPRING COOPERATIVE CORP., GROW FOOD NORTHAMPTON, JUST ROOTS, AND PROVIDENCE MINISTRIES. HNE, INCLUDING ITS SUBSIDIARY HNE OF CONNECTICUT, 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. ORGANIZATIONS THAT RECEIVE DEIB MINI GRANTS INCLUDED: MOTHERWOMEN, 18 DEGREES, REVITALIZE CDC, VOLUNTEERS IN MEDICINE BERKSHIRES, WAY FINDERS, AND WESTERN NEW ENGLAND UNIVERSITY. |
| 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 EMPLOYMENT RELATIONSHIP 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. 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, 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. |
| FORM 990, PART VI, SECTION A, LINE 6 | AS A CONNECTICUT NONPROFIT ORGANIZATION, THE COMPANY HAS NO STOCKHOLDERS. THE COMPANY HAS ONE LEGAL MEMBER HEALTH NEW ENGLAND, INC. HNE OF CONNECTICUT REFERS TO ITS ENROLLEES AS "MEMBERS", BUT HNE OF CONNECTICUT'S ORGANIZATIONAL DOCUMENTS AND BYLAWS GIVE ENROLLEES NO ORGANIZATIONAL MEMBERSHIP STATUS FROM A LEGAL PERSPECTIVE. |
| FORM 990, PART VI, SECTION A, LINE 7A | HEALTH NEW ENGLAND, INC. IS THE SOLE MEMBER OF THE HNE OF CONNECTICUT, WHILE BAYSTATE HEALTH, INC. IS THE SOLE MEMBER OF HEALTH NEW ENGLAND. CONSEQUENTLY, BAYSTATE HEALTH HAS FINAL AUTHORITY ON ALL APPOINTMENTS AND ELECTIONS OF THE HNE OF CONNECTICUT BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FUNCTIONS OF THE NOMINATING COMMITTEE ARE CARRIED OUT BY THE GOVERNANCE COMMITTEE OF BAYSTATE HEALTH. IN ADDITION, THE HNE OF CONNECTICUT BOARD OF DIRECTORS HAS DELEGATED TO THE BAYSTATE HEALTH AUDIT AND COMPLIANCE COMMITTEE FULL AUDIT OVERSIGHT DUTIES AND RESPONSIBILITIES FOR THE COMPANY. FINDINGS OF THE BAYSTATE HEALTH AUDIT AND COMPLIANCE COMMITTEE ARE REPORTED BACK TO THE HNE OF CONNECTICUT BOARD. THIS DELEGATION ALLOWS HNE OF CONNECTICUT TO HAVE AN AUDIT COMMITTEE WITH APPROPRIATE INDEPENDENCE AND EXPERTISE. |
| 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 HNE OF CONNECTICUT, 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 HNE OF CONNECTICUT, INC. FOR COMMENT AND REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | HNE OF CONNECTICUT, INC. RELIES UPON THE COMPREHENSIVE CONFLICT OF INTEREST POLICY USED BY ITS PARENT, HEALTH NEW ENGLAND, INC.. ALL DIRECTORS, OFFICERS OF THE COMPANY 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 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE ON REQUEST AND AT MANAGEMENT'S DISCRETION |
| FORM 990, PART VI, SECTION B LINE 13 | HNE OF CONNECTICUT, INC. RELIES UPON THE COMPREHENSIVE WHISTLEBLOWER POLICY USED BY ITS PARENT, HEALTH NEW ENGLAND, INC. |
| FORM 990, PART VI, SECTION B LINE 14 | HNE OF CONNECTICUT, INC. RELIES UPON THE COMPREHENSIVE DOCUMENTATION RETENTION POLICY USED BY ITS PARENT, HEALTH NEW ENGLAND, INC. |
| 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 CONNECTICUT, 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 (12 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 | |
| BAYSTATE FRANKLIN MEDICAL CENTER | |||||||||||
| 164 HIGH STREET | GREENFIELD | MA | 01301 | 042103575 | HOSPITAL | MA | 501(C)(3) | LINE 3 | 0 | BAYSTATE HEALTH INC | |
| VISITING NURSE ASSN AND HOSPICE OF WESTERN NEW ENGLAND INC | |||||||||||
| 50 MAPLE STREET | SPRINGFIELD | MA | 01199 | 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 | |||||||||||
| 50 MAPLE STREET | SPRINGFIELD | MA | 01199 | 203260764 | 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 | |
| HEALTH NEW ENGLAND INC | |||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 01104 | 042864973 | HMO | MA | 501(C)(4) | 0 | BAYSTATE HEALTH INC | ||
| BAYSTATE NOBLE HOSPITAL CORPORATION | |||||||||||
| 115 WEST SILVER STREET | WESTFIELD | MA | 01085 | 222537423 | HOMEHEALTH AND HOSPICE CARE | MA | 501(C)(3) | LINE 3 | 0 | BAYSTATE HEALTH INC | |
| BAYSTATE MEDICAL PRACTICES INC | |||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 042888373 | PHYSICIAN MEDICAL SERVICES | MA | 501(C)(3) | LINE 3 | 0 | BAYSTATE HEALTH INC | |
| PIONEER VALLEY LIFE SCIENCE INSTITUTE OF BAYSTATE MEDICAL CENTER AND UMASS | |||||||||||
| 3601 MAIN STREET | SPRINGFIELD | MA | 01199 | BIOMEDICAL RESEARCH | MA | 501(C)(3) | LINE 4 | 0 | BAYSTATE HEALTH INC | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 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 | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | 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 | 0 | HNE HOLDING CORPORATION | |||||
| HNE ADVISORY SERVICES | ||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 043012347 | ADMINISTRATIVE SERVICES | MA | C | 0 | HNE HOLDING CORPORATION | |||||
| HNE HOLDING CORPORATION | ||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 464620480 | HOLDING COMPANY | MA | C | 0 | HEALTH NEW ENGLAND INC | |||||
| BAYSTATE HEALTH INSURANCE COMPANY LTD | ||||||||||||||
| 980421413 | OFFSHORE CAPTIVE INSURANCE | N/A | C | 0 | N CHURCH STREET GEORGE TOWN | GRAND CAYMAN | CJ | CJ | ||||||
| HNE INSURANCE COMPANY INC | ||||||||||||||
| ONE MONARCH PLACE SUITE 1500 | SPRINGFIELD | MA | 011441500 | 454462433 | PROVIDE HEALTH CARE FOR MA MEDICARE SUPPLEMENT MEMBERS | MA | C | 0 | HNE HOLDING CORPORATION | |||||
| PIONEER VALLEY ACCOUNTABLE CARE LLC | ||||||||||||||
| 759 CHESTNUT STREET | SPRINGFIELD | MA | 01199 | 800812350 | ACCOUNTABLE CARE ORGANIZATION | MA | C | 0 | BAYCARE HEALTH PARTNERS INC | |||||
| NOBLE HEALTH ALLIANCE INC | ||||||||||||||
| 115 WEST SILVER STREET | WESTFIELD | MA | 01085 | 043164468 | HEALTHCARE SUPPORT | MA | C | 0 | BAYSTATE NOBLE HOSPITAL CORPORATION | |||||
| 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |