BAYSTATE HEALTH INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BAYSTATE HEALTH INC (EIN 04-2105941)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-11
- IRS object ID
- 201622249349302242
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-11T15:14:59-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | 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 | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105941 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baystate Health Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAYS | BusinessNameControlTxt |
| Phone | 4137940000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 759 Chestnut Street | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01199 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dennis W Chalke | PersonNm |
| Person Title | SVP Finance, CFO & Treasurer | PersonTitleTxt |
| Phone | 4137940000 | PhoneNum |
| Signature | 2016-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine Kawecki | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dennis W Chalke | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 759 Chestnut Street | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $55,920,525 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.baystatehealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | The mission of the organization is to improve the health of people in our communities every day, with quality and compassion. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 23 | TotalVolunteersCnt |
| Total Gross UBI | $1,650,758 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,284,966 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,882,171 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,809,195 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,526,576 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,517,911 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,612,414 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,647,853 | CYInvestmentIncomeAmt |
| PY Other Revenue | $904,912 | PYOtherRevenueAmt |
| CY Other Revenue | $922,061 | CYOtherRevenueAmt |
| PY Total Revenue | $20,926,073 | PYTotalRevenueAmt |
| CY Total Revenue | $17,897,020 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $315,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $315,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,343,448 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $914,472 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,512,593 | PYOtherExpensesAmt |
| CY Other Expenses | $18,455,930 | CYOtherExpensesAmt |
| PY Total Expenses | $22,171,041 | PYTotalExpensesAmt |
| CY Total Expenses | $19,685,402 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,244,968 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,788,382 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $182,232,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $180,011,969 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $73,585,883 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $74,153,002 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $108,646,385 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $105,858,967 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the organization is to improve the health of the people in our communities every day, with quality and compassion. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,760,461 | ExpenseAmt |
| Grant | $315,000 | GrantAmt |
| Revenue | $1,874,358 | RevenueAmt |
| Desc | Baystate Health, Inc. (Baystate Health or BH) based in Springfield, Massachusetts is the parent corporation of an integrated health care delivery system with the mission "to improve the health of the people in our community every day, with quality and compassion." BH provides funding for strategic initiatives, as necessary, funding for research & education initiatives and support of community health, development, and outreach activities, mostly funded by BH board-designated funds. Partners for a Healthier Community is the primary recipient of BH support.Baystate Health currently includes the following:Baystate Medical Center (BMC) located in Springfield, Massachusetts, is the largest of the five hospitals in the Baystate Health system. BMC, the leading health facility in western Massachusetts is the only tertiary care referral medical center and level I trauma center in the region. It is also home to western New England's only neonatal and pediatric intensive care units. BMC is a 710-bed, tax exempt, not-for-profit, academic teaching hospital affiliated with University of MA Medical School and Tufts University School of Medicine.Baystate Franklin Medical Center (BFMC) located in Greenfield, Massachusetts, is a 89-bed, tax exempt, not-for-profit, acute care community hospital. BFMC serves the northern tier of northwestern Massachusetts and southern Vermont.Baystate Wing Hospital Corporation (BWH), located in Palmer, Massachusetts, is a 74-bed, tax-exempt, not-for-profit, acute care community hospital acquired in 2014.Baystate Total Home Care, Inc. (BTHC), located in Springfield, Massachusetts, is a tax exempt, not-for-profit corporation organized to benefit, support and further the charitable activities of BMC by holding, leasing, improving and managing real estate held by or acquired on behalf of BMC.Baystate Noble Hospital, Inc. and affiliates consists of three tax-exempt, not-for-profit corporations located in Westfield, Massachusetts, acquired in 2015: Baystate Noble Hospital, Inc. (BNH) is a 97-bed tax-exempt, not-for- profit acute care community hospital. BNH provides inpatient, outpatient and emergency care services for residents in the greater Westfield community. BNH is the sole corporate member of the two following organizations: Westfield Medical Corporation (WMC) is a tax-exempt, not-for-profit physician practice that provides medical services to residents of the greater Westfield community. Noble Visiting Nurse and Hospice Services, Inc. (BNVNAH) is a tax-exempt,not-for-profit community-based home health care and hospice agency, whose primary purpose is to provide home health care services and promote and maintain community health to the city of Westfield and surrounding communities.Baystate Mary Lane Hospital Corporation (BMLH) located in Ware, Massachusetts, is a 25-bed, tax exempt, not-for-profit, acute care community hospital. BMLH provides services to more than sixteen central Massachusetts communities.Baystate Medical Practices, Inc.(BMP)is a multi-specialty academic group practice established as a tax exempt, not-for-profit foundation to support the educational and research programs of Baystate Health as well as numerous community primary care and outreach services.Visiting Nurse Association and Hospice of Western New England, Inc. (BVNAH) is a tax exempt, not-for-profit organization that provides comprehensive home health care committed to providing the highest quality care to patients and families, primarily in the home setting. BVNAH meets individual needs by bringing experienced nurses, rehabilitation therapists, social workers, and home care aides to patients' homes. Health New England, Inc. (HNE) is a health maintenance organization that converted from a taxable for profit corporation to a non-profit corporation as of January 1, 2013. It is located in Springfield, Massachusetts. HNE's service area in Massachusetts includes Franklin, Berkshire, Hampden and Hampshire counties and part of Worcester county. HNE also serves Hartford, Litchfield and Tolland counties in Connecticut.Ingraham Corporation (IC) is a for-profit, taxable corporation that currently serves as a holding company for Baystate Health Ambulance, Inc.Baystate Health System Ambulance, Inc. (BHA) is a for-profit, taxable corporation that delivers the latest in mobile critical care providing 24-hour service throughout western New England.Baystate Administrative Services, Inc. (BAS) is a tax exempt, not-for-profit corporation that provides management support for the BH subsidiaries, including human resources, marketing, strategic planning, information services and financial services.Baystate Health Foundation, Inc. (BHF) is a tax exempt, charitable organization established for the purpose of fund-raising for healthcare related activities, in support, and for the benefit, of BH and those subsidiaries of BH that are tax exempt, not-for-profit corporations, and to hold endowment, charitable donations, and other funds for their benefit.Baystate Health Insurance Company, Ltd. (BHIC) is a captive insurance company organized and licensed in the Cayman Islands, British West Indies. BHIC provides professional liability and other insurance coverage to BH and its corporate affiliates and their employees. In 2004, BHIC began offering malpractice insurance to members of BH's medical staff who meet criteria for participation. | Desc |
| Total Program Service Expenses | $16,760,461 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Peter Lyons Baystate Health Inc | PersonNm |
| Phone | 4137940000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 759 Chestnut Street | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011990001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Mark A Keroack MD | ||||||||
| President, CEO, & Trustee | 40.00 | 10.00 | Yes (X) | Yes (X) | $0 | $980,230 | $203,356 | |
| James P Sadowsky | ||||||||
| Chair 1/1/15-9/30/15 | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Anne M Paradis | ||||||||
| Vice Chair 1/1/15-9/30/15 | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Robert J Bacon | ||||||||
| Trustee 7/1/15-9/30/15 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Gregory L Braden MD | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John H Davis | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Harriet A DeVerry | ||||||||
| Trustee 7/1/15-9/30/15 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John A Egelhofer MD | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John E Kole | ||||||||
| Trustee 10/1/14-12/31/14 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Grace P Makari-Judson MD | ||||||||
| Trustee/ Hematologist, MD | 1.00 | 49.00 | Yes (X) | $369,844 | $0 | $85,491 | ||
| John F Maybury | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Steven M Mitus | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kevin P Moriarty MD | ||||||||
| Trustee1/1-9/30/15 Chief Ped Surgery | 1.00 | 49.00 | Yes (X) | $594,308 | $0 | $43,650 | ||
| Paul R Murphy | ||||||||
| Trustee 1/1/15-9/30/15 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward J Noonan | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John M O'Brien III | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| James R Phaneuf CIC | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert L Pura PhD | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Timothy S Rice | ||||||||
| Trustee 10/1/14-12/31/14 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen B Scoble | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David C Southworth | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard B Steele Jr | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Katherine McG Sullivan | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Howard G Trietsch MD | ||||||||
| Trustee 10/1/14-12/31/14 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Hector Toledo | ||||||||
| Trustee 1/1/15-9/30/15 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Victor Woolridge | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dennis W Chalke | ||||||||
| Treasurer | 40.00 | 10.00 | Yes (X) | $0 | $929,051 | $79,645 | ||
| Kristin R Delaney | ||||||||
| Clerk | 40.00 | 10.00 | Yes (X) | $0 | $107,000 | $29,470 | ||
| Madeline Torres | ||||||||
| Assistant Clerk | 40.00 | 10.00 | Yes (X) | $0 | $28,799 | $7,703 | ||
| Mark R Tolosky | ||||||||
| President Emeritus | 20.00 | 5.00 | $0 | $1,089,033 | $234,000 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $964,152 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,134,113 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $683,315 | 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 | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Baystate Administrative Services Inc | |||||
| 759 Chestnut Street | Springfield | MA | 011990001 | Management Services | $1,884,417 |
| Alvarez & Marsal Healthcare Industry Grp | |||||
| 600 Madison Ave 8th Floor | New York | NY | 10022 | Consulting Services | $386,108 |
| John F Gabranski | |||||
| 116 Nash Hill Road | Haydenville | MA | 01039 | Consulting Services | $143,900 |
| PriceWaterhouseCoopers LLP | |||||
| 101 Seaport Blvd Suite 500 | Boston | MA | 02210 | Consulting Services | $122,712 |
| Veralon Partners Inc | |||||
| 1628 John F Kennedy Blvd Ste 50 | Philadelphia | PA | 19103 | Consulting Services | $101,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $11,609,667 | RelatedOrganizationsAmt |
| All Other Contributions | $199,528 | AllOtherContributionsAmt |
| Total Contributions | $11,809,195 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Ins and Prship UBI | 525990 | $1,338,553 | $1,338,553 | |
| Premier Purchasing Partners, L.P. | 525990 | $1,262,725 | $1,262,725 | |
| Misc (incl CPIP admin revenue) | 524298 | $378,558 | $305,000 | $73,558 |
| Intercompany Rent | 531120 | $277,197 | $277,197 | |
| Medical Staff Dues | 524298 | $260,878 | $260,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,517,911 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,099,813 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $7,205 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,092,608 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $380 | TotalRevenueColumnAmt |
| Exclusion | $380 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,571,545 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,023,505 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $548,040 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $548,040 | TotalRevenueColumnAmt |
| Exclusion | $548,040 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BHF/BH TRR & BINA INC | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $921,681 | TotalRevenueColumnAmt |
| Exclusion | $921,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $921,681 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,897,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,874,358 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,650,758 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,562,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,000 | TotalAmt |
| Program Services | $315,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,472 | TotalAmt |
| Program Services | $914,472 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,180 | TotalAmt |
| Management And General | $48,180 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,946 | TotalAmt |
| Management And General | $28,946 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,000 | TotalAmt |
| Program Services | $275,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,450 | TotalAmt |
| Management And General | $69,450 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $843,944 | TotalAmt |
| Program Services | $819,773 | ProgramServicesAmt |
| Management And General | $24,171 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,824 | TotalAmt |
| Program Services | $3,824 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,491 | TotalAmt |
| Program Services | $341 | ProgramServicesAmt |
| Management And General | $22,150 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,996 | TotalAmt |
| Management And General | $69,996 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,632 | TotalAmt |
| Program Services | $63,632 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,473 | TotalAmt |
| Program Services | $41,473 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,117 | TotalAmt |
| Management And General | $119,117 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,278,875 | TotalAmt |
| Program Services | $1,309,320 | ProgramServicesAmt |
| Management And General | $969,555 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,782 | TotalAmt |
| Program Services | $2,782 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,781 | TotalAmt |
| Management And General | $50,781 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| STRATEGIC INITIATIVES | $8,100,816 | $8,100,816 |
| WING HOSPITAL ACQ.EXP | $2,394,247 | $2,394,247 |
| RESEARCH INITIATIVES | $1,138,025 | $1,138,025 |
| NOBLE HOSPITAL ACQ. EXP | $705,597 | $705,597 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,198,754 | TotalAmt |
| Program Services | $676,159 | ProgramServicesAmt |
| Management And General | $1,522,595 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,685,402 | TotalAmt |
| Program Services | $16,760,461 | ProgramServicesAmt |
| Management And General | $2,924,941 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,289,655 | BOYAmt |
| EOY | $19,168,456 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,152 | BOYAmt |
| EOY | $295,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,115 | BOYAmt |
| EOY | $29,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $378,983 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $258,994 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,232 | BOYAmt |
| EOY | $119,989 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,594,754 | BOYAmt |
| EOY | $27,694,788 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,321,963 | BOYAmt |
| EOY | $46,109,448 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,132,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,601,397 | BOYAmt |
| EOY | $82,462,707 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,232,268 | BOYAmt |
| EOY | $180,011,969 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,916,525 | BOYAmt |
| EOY | $1,973,986 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,000 | BOYAmt |
| EOY | $600,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,500,000 | BOYAmt |
| EOY | $17,760,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,864,358 | BOYAmt |
| EOY | $53,819,016 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,585,883 | BOYAmt |
| EOY | $74,153,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,338,324 | BOYAmt |
| EOY | $78,394,244 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,210,000 | BOYAmt |
| EOY | $5,234,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,098,061 | BOYAmt |
| EOY | $22,230,723 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,646,385 | BOYAmt |
| EOY | $105,858,967 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,232,268 | BOYAmt |
| EOY | $180,011,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,788,382 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,459,317 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $460,281 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,440,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,531,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,536,957 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,882,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,809,195 | CurrentTaxYearAmt |
| Total | $39,199,964 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,440,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,531,372 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,536,957 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,882,171 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,809,195 | CurrentTaxYearAmt |
| Total | $39,199,964 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $39,199,964 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,022,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $887,897 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $987,657 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,035,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,073,789 | CurrentTaxYearAmt |
| Total | $5,007,863 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $167,675 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $833,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $760,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,312,952 | CurrentTaxYearAmt |
| Total | $3,136,522 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $955,876 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,069,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $917,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $904,912 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $921,681 | CurrentTaxYearAmt |
| Total | $4,769,705 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $52,114,054 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,631,651 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10, Explanation of Other Income: | Misc Other Income |
| Part II, line 10 activity | TRR operations transactions TRR adjustment TRR adjustment: Unrestricted - BHF |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $275,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $275,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | BH paid Rauschenbach Associates for lobbying activities related to healthcare policy, bills and appropriations-related activities. BH paid HospitalMax Associates, Inc. and Philip W. Johnston Associates for technical and strategic advisory services including advice, public advocacy and interpretation of proposed and actual program and legislative changes. BH paid the Coalition to Protect America's Healthcare for services in support of the Healthcare industry. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,376,609 | BeginningYearBalanceAmt |
| Contributions | $103,225 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,611,667 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $18,868,167 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,758,115 | BeginningYearBalanceAmt |
| Contributions | $100,868 | ContributionsAmt |
| Investment Earnings Or Losses | $517,626 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $20,376,609 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,718,148 | BeginningYearBalanceAmt |
| Contributions | $170,271 | ContributionsAmt |
| Investment Earnings Or Losses | $869,696 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $19,758,115 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,468,653 | BeginningYearBalanceAmt |
| Contributions | $79,814 | ContributionsAmt |
| Investment Earnings Or Losses | $1,169,681 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $18,718,148 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,056,698 | BeginningYearBalanceAmt |
| Contributions | $70,532 | ContributionsAmt |
| Investment Earnings Or Losses | -$658,577 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $17,468,653 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,124 | OtherCostOrOtherBasisAmt |
| Book Value | $59,124 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $233,233 | OtherCostOrOtherBasisAmt |
| Depreciation | $226,548 | DepreciationAmt |
| Book Value | $6,685 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,589 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,947 | DepreciationAmt |
| Book Value | $7,642 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,295 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,742 | OtherCostOrOtherBasisAmt |
| Depreciation | $204 | DepreciationAmt |
| Book Value | $46,538 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $119,989 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments - Other Securities | Desc |
| Book Value | $46,109,448 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $46,109,448 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from Affiliated Companies | $1,134,054 |
| Equity Investment in Subsidiaries (Ingraham, Wing and Noble) | $48,090,015 |
| Line of Credit -- Affiliate | $1,348,487 |
| Interest in Net Assets in BHF | $20,717,697 |
| Rounding | $1 |
| Deferred Expenses | $11,172,453 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $82,462,707 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $32,735 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliated Companies | $4,104,001 |
| Due to Board-Designated Funds | $971,767 |
| Insurance Reserves | $10,250,000 |
| Deferred Compensation Obligations | $38,460,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $53,819,016 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4 | FormAndLineReferenceDesc |
| Explanation | Endowment assets are to provide funding to support programs that further Baystate Health's mission. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Caribbean | 0 | 0 | Insurance | $16,507,000 |
| United Kingdom | 0 | 0 | Investments | $31,800,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $48,307,623 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $48,307,623 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Expenditures of $16,507,000 in the Caribbean are comprised of insurance related cash transfers of $16,387,000 and Baystate Health's book value of $120,000 BHIC investment. Baystate Health's capital balance of an investment fund domiciled in the Caribbean is $31,800,623 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Partners for a Healthier Community Inc | |||||||
| PO Box 15769 | Springfield | MA | 01115 | 043342182 | 501(c)(3) | $250,000 | To assist Partner's for a Healthier Community to narrow the gap in health disparities for some of Springfield's most vulnerable citizens, and to be a source of support for building civic leaders, creating strategies for change, and promoting policy actions to create healthier communities. |
| Baystate Health Foundation Inc | |||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 043549011 | 501(c)(3) | $65,000 | To provide support for the Health Science Library and Medical Staff Pledge. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, lines 1 | FormAndLineReferenceDesc |
| Explanation | Baystate Health, Inc. has a close relationship with its grantees, which includes Baystate Health Foundation (BHF). Through this close relationship, management is able to ensure the granted money is used for the intended purposes. For BHF, funds are accounted for and monitored in individual temporarily restricted purpose funds in accordance with the restrictions. Fund administrators of the related entity are assigned responsibility to assure that the fund purpose is met before releasing from restrictions. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 | ||||||||||||||
| President, CEO, & Trustee | $0 | $658,452 | $0 | $301,313 | $0 | $20,465 | $0 | $185,350 | $0 | $18,006 | $0 | $1,183,586 | $0 | $0 |
| Grace P Makari-Judson MD | ||||||||||||||
| Trustee/ Hematologist, MD | $300,766 | $0 | $36,984 | $0 | $32,094 | $0 | $53,652 | $0 | $31,839 | $0 | $455,335 | $0 | $0 | $0 |
| Kevin P Moriarty MD | ||||||||||||||
| Trustee1/1-9/30/15 Chief Ped Surgery | $467,406 | $0 | $92,796 | $0 | $34,106 | $0 | $27,300 | $0 | $16,350 | $0 | $637,958 | $0 | $0 | $0 |
| Dennis W Chalke | ||||||||||||||
| Treasurer | $0 | $432,876 | $0 | $264,360 | $0 | $231,815 | $0 | $55,591 | $0 | $24,054 | $0 | $1,008,696 | $0 | $0 |
| Mark R Tolosky | ||||||||||||||
| President Emeritus | $0 | $571,202 | $0 | $306,472 | $0 | $211,359 | $0 | $202,614 | $0 | $31,386 | $0 | $1,323,033 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | The compensation of the President and CEO is reviewed and determined annually by the compensation committee of Baystate Health, Inc. This committee consists entirely of individuals serving on the board of the filing organization. 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 Baystate Health, Inc and all such deliberations and decisions are documented contemporaneously. |
| Part I, Line 4b | Dennis W. Chalke - Supplemental Retirement of $146,489 is included in column E. This amount was earned and paid in 2014. Mark A. Keroack, MD - Supplemental Retirement of $164,550 is included in column E. This amount was earned in 2014. Grace Makari-Judson, MD- Supplemental Retirement of $15,889 is included in column E. This amount was earned and paid in 2014. Kevin P. Moriarty, MD - Supplemental Retirement of $31,163 is included in column E. This amount was earned and paid in 2014. Mark R. Tolosky - Supplemental Retirement of $150,900 is included in column E. This amount was earned and paid in 2014. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The filing organization has a standing executive committee, which is entitled to act between meetings of the Board, on all matters as to which the Board is entitled to act and permitted by law to delegate to a committee. |
| Form 990, Part VI, Section A, line 2 | Robert J. Bacon, Gregory L. Braden, MD, Dennis W. Chalke, John H. Davis, Kristin R. Delaney, Harriet Deverry, John A. Egelhofer, MD, Mark A. Keroack, MD, John E. Kole, Grace P. Makari-Judson, MD, John E. Maybury, Steven M. Mitus, Kevin P. Moriarty, MD, Paul R. Murphy, Edward Noonan, John M. OBrien, III, Ann M. Paradis, James Phaneuf, CIC, Donald F. Pion, Robert L. Pura, PhD, Timothy S. Rice, James P. Sadowsky, Kathleen B. Scoble, David C. Southworth, Richard B. Steele, Jr., Katherine McG. Sullivan, Hector Toledo, Mark R. Tolosky, Madeline Torres, Howard G. Trietsch, MD, and Victor Woolridge are also officers or trustees of the filing organization and its affiliated entities. The following trustees, officers, or key employees serve on a common board of a non-affiliated entity: (1) Richard B. Steele, Jr., Katherine McG. Sullivan, James P. Sadowsky and John H. Davis (2) Steven M. Mitus, Robert L. Pura, PhD. and Richard B. Steele, Jr. (3)John F. Maybury, David C. Southworth, Mark R. Tolosky, Mark A. Keroack MD and John H. Davis (4) John M. O'Brien, III and Victor Woolridge (5) John E. Kole and Richard B. Steele, Jr. (6) John F. Maybury and Anne M. Paradis |
| Form 990, Part VI, Section A, line 3 | Baystate Health, Inc. is affiliated with Baystate Administrative Services, Inc. (BAS) which is a 501(c) (3) organization. Information Technology, Human Resources, Finance, Treasury, Accounting and other management and support functions are delegated to BAS. |
| Form 990, Part VI, Section A, line 7a | Two of the Trustees of the filing organization are required to be members of the Board of Directors of BWH, an affiliated organization, and their election is subject to approval by the Board of Directors of BWH. |
| Form 990, Part VI, Section B, line 11 | Before the filing of this return, appropriate parts of this Form 990 were reviewed by representatives from the Tax, Finance, and Human Resources Departments of Baystate Health, Inc., some of whom are officers or trustees of the filing organization and by outside legal counsel. The entire return was reviewed by a tax expert from an outside accounting firm. The entire return was also reviewed before filing by the Audit and Compliance Committee of Baystate Health, Inc., which also includes some of the officers of the filing organization. The Form 990 was provided to all members of the Board of Trustees before filing. |
| Form 990, Part VI, Section B, line 12c | Baystate Health, Inc. and its affiliated entities have a comprehensive conflict of interest policy applicable to all of the affiliated entities. All directors, trustees, officers, key employees, and highest compensated employees of BH and its affiliates are asked to complete an annual "conflict of interest" form. We utilize an electronic database to receive and manage all conflict of interest submissions. This information is reviewed by the Chief Compliance Officer, Chief Executive Officer, Chair of the Board of Trustees, and the Chair of the Audit & Compliance Committee. A summary of the conflict of interest disclosures is provided to the Baystate Health Board of Trustees and the Tax Department and reviewed by outside counsel. 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 B, line 15 | The compensation of the President and CEO is reviewed and determined annually by the compensation committee of Baystate Health, Inc. This committee consists entirely of individuals serving on the board of the filing organization. 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. The compensation of other officers is administered under the Executive Compensation Philosophy Statement or the Baystate Health Board approved budget and wage program for each fiscal year. Line 15a has been answered No because the President and CEO is paid by Baystate Administrative Services, Inc., an affiliate and related organization of the filing organization. |
| Form 990, Part VI, Section C, line 19 | The organization makes its conflict of interest policy and financial statements available to the public at www.baystatehealth.org. Articles of organization and bylaws are generally available at the Commonwealth of Massachusetts website. |
| Part VII, Section A, Line 5 | Certain officers or trustees of the filing organization are paid by an entity, Baystate Medical Practices, Inc. (BMP) EIN 04-2888373, which is part of the health care system to which the filing organization belongs but does not meet the technical requirements as a "Related Organization" per Schedule R. Compensation from BMP to the officers and trustees of the filing organization therefore, is reported as paid from an unrelated organization in Line 5 and according to the instructions reported as though paid by the filing organization. |
| Form 990, Part IX, line 24e | SPONSORSHIP: Program service expenses 0. Management and general expenses 507,251. Fundraising expenses 0. Total expenses 507,251. MEMBERSHIP-PHO: Program service expenses 0. Management and general expenses 319,996. Fundraising expenses 0. Total expenses 319,996. SPF VARIOUS PRG SVCS EXP: Program service expenses 289,759. Management and general expenses 0. Fundraising expenses 0. Total expenses 289,759. 457b PENSION PLAN EXP: Program service expenses 0. Management and general expenses 283,739. Fundraising expenses 0. Total expenses 283,739. GRANTS & CONTRIBUTIONS: Program service expenses 116,382. Management and general expenses 45,000. Fundraising expenses 0. Total expenses 161,382. NURSING INITIATIVES: Program service expenses 147,528. Management and general expenses 0. Fundraising expenses 0. Total expenses 147,528. INCOME TAX PROVISION: Program service expenses 0. Management and general expenses 131,657. Fundraising expenses 0. Total expenses 131,657. FRINGE ALLOCATION: Program service expenses 0. Management and general expenses 106,926. Fundraising expenses 0. Total expenses 106,926. DUES, MEMBERSHIPS: Program service expenses 0. Management and general expenses 86,832. Fundraising expenses 0. Total expenses 86,832. MEDICAL STAFF STIPENDS: Program service expenses 59,850. Management and general expenses 0. Fundraising expenses 0. Total expenses 59,850. MD PROFESSIONAL DEVELOPMENT: Program service expenses 33,915. Management and general expenses 0. Fundraising expenses 0. Total expenses 33,915. MISC: Program service expenses 0. Management and general expenses 33,365. Fundraising expenses 0. Total expenses 33,365. I/C CATERING / A/V EVENT: Program service expenses 0. Management and general expenses 28,871. Fundraising expenses 0. Total expenses 28,871. PROFESSIONAL DEVELOPMENT: Program service expenses 24,203. Management and general expenses 0. Fundraising expenses 0. Total expenses 24,203. MISC EXP - R/E: Program service expenses 0. Management and general expenses 14,685. Fundraising expenses 0. Total expenses 14,685. INTERCOMPANY EXP: Program service expenses 0. Management and general expenses 7,672. Fundraising expenses 0. Total expenses 7,672. BANK CHARGES: Program service expenses 0. Management and general expenses 6,000. Fundraising expenses 0. Total expenses 6,000. INDIRECT COST TRANSFER: Program service expenses 0. Management and general expenses 2,851. Fundraising expenses 0. Total expenses 2,851. RECRUITMENT EXP: Program service expenses 1,511. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,511. MINOR EQUIPMENT: Program service expenses 1,344. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,344. MINOR EQUIP, FURNISHINGS: Program service expenses 1,307. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,307. RECORDS-DATA STORAGE: Program service expenses 0. Management and general expenses 901. Fundraising expenses 0. Total expenses 901. FREIGHT: Program service expenses 0. Management and general expenses 154. Fundraising expenses 0. Total expenses 154. PEA NON-TAXABLE: Program service expenses 150. Management and general expenses 0. Fundraising expenses 0. Total expenses 150. DONATIONS: Program service expenses 109. Management and general expenses 0. Fundraising expenses 0. Total expenses 109. ACCRUED EXP: Program service expenses 75. Management and general expenses 0. Fundraising expenses 0. Total expenses 75. EQUIP CONTRACTS, MAINT: Program service expenses 26. Management and general expenses 0. Fundraising expenses 0. Total expenses 26. EXP REDUCTION: Program service expenses 0. Management and general expenses -53,305. Fundraising expenses 0. Total expenses -53,305. |
| Form 990, Part XI, line 9: | Transfers from/to Affiliated Companies, Net 5,068,747. Transfer BHSA Net Assets to BH - BHSA dissolved in FY15 4,637,678. BHSA Minimum Pension Liability - BHSA dissolved in FY15 -2,130,994. Property, Plant & Equipment Transfers -6,422,948. Equity Gain / (Loss) in Baycare -340,571. Equity Gain / (Loss) in Ingraham -2,144,717. Equity Gain / (Loss) in Wing Inherent Contribution in Wing (PURCHASE ACCOUNTING) Net Assets in Noble acquisition - temp restricted (PURCHASE ACCOUNTING) 4,024,000. Net Assets in Noble acquisition - perm restricted (PURCHASE ACCOUNTING) 881,000. Change in Interest of Net Assets of BHF -1,748,338. Net Assets in Wing acquisition - temp restricted (PURCHASE ACCOUNTING) Net Assets in Wing acquisition - perm restricted (PURCHASE ACCOUNTING) SPF capital equipment transfer Premier Purchasing Partners, L.P. - Interest (incl in part VIII, ln 3D) -26,024. Premier Purchasing Partners, L.P. - Net long-term capital gain / (loss) 0. K-1 UBIT NET GAIN -513,159. BHIC UBTI -825,394. Rounding 1,001. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Baystate Administrative Services Inc | ||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 222747685 | Administrative services | MA | 501 (c ) (3) | 11c, IIIc | Baystate Health Inc | Yes (1) |
| Baystate Franklin Medical Center | ||||||||||
| 164 High Street | Greenfield | MA | 01301 | 042103575 | Hospital | MA | 501 (c ) (3) | 3 | Baystate Health Inc | Yes (1) |
| Baystate Health Foundation Inc | ||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 043549011 | Fundraising | MA | 501 (c ) (3) | 7 | Baystate Health Inc | Yes (1) |
| Baystate Health Systems Inc Health & Welfare Benefits Plan | ||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 222531644 | Voluntary Employees' Benefit Association | MA | 501 (c ) (9) | Baystate Health Inc | Yes (1) | |
| Baystate Mary Lane Hospital Corporation | ||||||||||
| 85 South Street | Ware | MA | 01082 | 042103584 | Hospital | MA | 501 (c ) (3) | 3 | Baystate Health Inc | Yes (1) |
| Baystate Medical Center Inc | ||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 042790311 | Acute Care Teaching Hospital | MA | 501 (c ) (3) | 3 | Baystate Health Inc | Yes (1) |
| Baystate Total Home Care Inc | ||||||||||
| 280 Chestnut Street | Springfield | MA | 01104 | 203260764 | Real Estate and Other | MA | 501 (c ) (3) | 11b, II | Baystate Medical Center Inc | 0 |
| Baystate Wing Hospital Corporation | ||||||||||
| 40 Wright Street | Palmer | MA | 01069 | 222519813 | Hospital | MA | 501 (c ) (3) | 3 | Baystate Health Inc | Yes (1) |
| Health New England Inc | ||||||||||
| Monarch Place Suite 1500 | Springfield | MA | 011441500 | 042864973 | HMO/Insurance | MA | 501 (c ) (4) | Baystate Health Inc | Yes (1) | |
| HNE of Connecticut Inc | ||||||||||
| Monarch Place Suite 1500 | Springfield | MA | 011441500 | 455190134 | HMO/Insurance | CT | 501 (c ) (4) | Health New England Inc | 0 | |
| 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) | 9 | Baystate Health Inc | Yes (1) |
| Baystate Noble Hospital Corporation | ||||||||||
| 115 West Silver Street PO Box 1634 | Westfield | MA | 010861634 | 222537423 | Hospital | MA | 501 (c ) (3) | 3 | Baystate Health Inc | Yes (1) |
| Westfield Medical Corporation | ||||||||||
| 115 West Silver Street PO Box 1634 | Westfield | MA | 010861634 | 043127730 | Physician Services | MA | 501 (c ) (3) | 11a, I | Baystate Noble Hospital Corporation | 0 |
| Noble Visiting Nurse and Hospice Services Inc | ||||||||||
| 77 Mill Street | Westfield | MA | 01085 | 222757446 | Homehealth and Hospice care | MA | 501 (c ) (3) | 9 | Baystate Noble Hospital Corporation | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baystate Health Insurance Company Ltd | ||||||||||||||||
| North Church Street | Georgetown | Cayman Islands | CJ | 980421413 | Offshore Captive Insurance | CJ | Baystate Health Inc | Yes (1) | ||||||||
| Baystate Health System Ambulance Inc | ||||||||||||||||
| 043018550 | Ambulance Svs | Ingraham Corporation | 0 | 759 Chestnut Street | Springfield | MA | 01199 | MA | C | 1.00000 | ||||||
| HNE Advisory Services Inc | ||||||||||||||||
| 043012347 | Administrative Svs | Health New England Inc | 0 | Monarch Place Suite 1500 | Springfield | MA | 011441500 | MA | C | |||||||
| HNE Holding Corporation | ||||||||||||||||
| 464620480 | Holding shares in subsidiary corporations | Health New England Inc | 0 | Monarch Place Suite 1500 | Springfield | MA | 011441500 | MA | C | |||||||
| HNE Insurance Services Corporation | ||||||||||||||||
| 043183019 | Ancillary Insurance | Health New England Inc | 0 | Monarch Place Suite 1500 | Springfield | MA | 011441500 | MA | C | |||||||
| HNE Insurance Company | ||||||||||||||||
| 454462433 | Health Insurance Services for Mass Medicare Supplement Members | Health New England Inc | 0 | Monarch Place Suite 1500 | Springfield | MA | 011441500 | MA | C | 1.00000 | ||||||
| Ingraham Corporation | ||||||||||||||||
| 043016257 | Health care and other business activities | Baystate Health Inc | Yes (1) | 759 Chestnut Street | Springfield | MA | 01199 | MA | C | 1.00000 | ||||||
| Frances Lutolf BO Wesson Hosp | ||||||||||||||||
| 046019056 | Trust | 0 | Bank of America 100 Federal St | Boston | MA | 02110 | MA | T | 1.00000 | N/A | ||||||
| Daniel Wesson TUW W Maternity | ||||||||||||||||
| 046019096 | Trust | 0 | Bank of America 100 Federal St | Boston | MA | 02110 | MA | T | 1.00000 | N/A | ||||||
| Daniel Wesson TUW W Memorial | ||||||||||||||||
| 046019097 | Trust | 0 | Bank of America 100 Federal St | Boston | MA | 02110 | MA | T | 1.00000 | N/A | ||||||
| Louise G Pease BO Baystate Med | ||||||||||||||||
| 046019113 | Trust | 0 | Bank of America 100 Federal St | Boston | MA | 02110 | MA | T | 1.00000 | N/A | ||||||
| Gertrude Hibbard TUW W Mem | ||||||||||||||||
| 046019230 | Trust | 0 | Bank of America 100 Federal St | Boston | MA | 02110 | MA | T | 1.00000 | N/A | ||||||
| Herbert Thresher UW W Hosp | ||||||||||||||||
| 046088132 | Trust | 0 | Bank of America 100 Federal St | Boston | MA | 02110 | MA | T | 1.00000 | N/A | ||||||
| Tr UW H Dexter FB Wesson M | ||||||||||||||||
| 046018707 | Trust | 0 | Bank of America 100 Federal St | Boston | MA | 02110 | MA | T | 1.00000 | N/A | ||||||
| Tr UW H Dexter FB Wesson W | ||||||||||||||||
| 046018708 | Trust | 0 | Bank of America 100 Federal St | Boston | MA | 02110 | MA | T | 1.00000 | N/A | ||||||
| L & F Tifft BO BSHS Tr UA | ||||||||||||||||
| 046046282 | Trust | 0 | Bank of America 100 Federal St | Boston | MA | 02110 | MA | T | 1.00000 | N/A | ||||||
| TW D B Wesson FB W M H | ||||||||||||||||
| 046018682 | Trust | 0 | Bank of America 100 Federal St | Boston | MA | 02110 | MA | T | 1.00000 | N/A | ||||||
| TW D B Wesson FB WWH | ||||||||||||||||
| 046018681 | Trust | 0 | Bank of America 100 Federal St | Boston | MA | 02110 | MA | T | 1.00000 | N/A | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| Baystate Administrative Services Inc | |
| M | $2,235,657 |
| Baystate Health Foundation Inc | |
| B | $65,000 |
| Baystate Health Foundation Inc | |
| M | $386,000 |
| Baystate Health Foundation Inc | |
| S | |
| Baystate Medical Center Inc | |
| C | $47,485,000 |
| Baystate Medical Center Inc | |
| K | $277,197 |
| Baystate Medical Center Inc | |
| L | $11,609,667 |
| Baystate Medical Center Inc | |
| M | $1,930,569 |
| Baystate Medical Center Inc | |
| R | $2,690,685 |
| Health New England Inc | |
| B | |
| Ingraham Corporation | |
| D | $144,049 |
| Baystate Mary Lane Hospital Inc | |
| B | $883,000 |
| Visiting Nurse Assn and Hospice of Western New England Inc | |
| B | $771,000 |
| Visiting Nurse Assn and Hospice of Western New England Inc | |
| P | $204,020 |
| L & F Tifft BO BSHS Tr UA | |
| A | $103,225 |
| BH Insurance Company Ltd | |
| P | $3,412,128 |
| Baystate Noble Hospital | |
| B | $2,300,000 |