2023-08-12T06:40:29-05:00 2022-09-30 861065772 DELOITTE TAX LLP 30 ROCKEFELLER PLAZA NEW YORK NY 101120015 990 2021-10-01 042888373 BAYSTATE MEDICAL PRACTICES INC BAYS 4137940000 759 CHESTNUT STREET SPRINGFIELD MA 01199 RAYMOND MCCARTHY SVP FINANCE, CFO & TREASURER 4137940000 2023-07-24 1 RAYMOND MCCARTHY 999009999 TODD P TERESCO P00247720 2124367613 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z RAYMOND MCCARTHY 759 CHESTNUT STREET SPRINGFIELD MA 01199 409876278 0 X WWW.BAYSTATEHEALTH.ORG X 1985 MA THE MISSION OF THE ORGANIZATION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES EVERY DAY, WITH QUALITY AND COMPASSION. BAYSTATE MEDICAL PRACTICES' VISION STATES IT WILL BE THE MULTI-SPECIALTY GROUP PRACTICE OF CHOICE, KNOWN FOR EXCEPTION SERVICE, QUALITY, VALUE AND ACADEMIC LEADERSHIP. 21 1 2236 1 208757 0 5458009 6197100 384949397 403567371 11040 -58084 0 0 390418446 409706387 0 0 0 0 329260669 355772134 0 0 0 120596431 134619901 449857100 490392035 -59438654 -80685648 74830702 65911204 95686197 114095639 -20855495 -48184435 X THE MISSION OF THE ORGANIZATION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES EVERY DAY, WITH QUALITY AND COMPASSION. BAYSTATE MEDICAL PRACTICES' VISION STATES IT WILL BE THE MULTI-SPECIALTY GROUP PRACTICE OF CHOICE, KNOWN FOR EXCEPTIONAL SERVICE, QUALITY, VALUE AND ACADEMIC LEADERSHIP. 0 0 464774987 403567371 BAYSTATE MEDICAL PRACTICES, INC. (BMP) PROVIDES PHYSICIAN SERVICES, MEDICAL EDUCATION AND RESEARCH PROGRAMS TO PEOPLE IN THE COMMUNITY WITHIN ITS GEOGRAPHIC LOCATION. BMP'S POLICY IS TO PROVIDE CARE TO ANY PATIENT IN NEED OF MEDICAL CARE, REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR SUCH CARE. DEPENDENT UPON THE PATIENT'S FINANCIAL CAPABILITY TO PAY, BMP MAY PROVIDE SUCH CARE FREE OF CHARGE OR AT AMOUNTS BELOW ITS NORMAL CHARGES. BECAUSE BMP DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE. IN ADDITION TO THE CHARITY CARE PROVIDED TO PATIENTS, BMP'S PHYSICIANS PARTICIPATE IN MANY AND VARIED ONGOING COMMUNITY OUTREACH INITIATIVES IN THE AREAS OF EDUCATION, EMPLOYMENT, SAFETY AND HEALTH. FOR EXAMPLE, THE BMP PHYSICIANS IN THE DEPARTMENT OF PEDIATRICS, IN COLLABORATION WITH THE SPRINGFIELD SCHOOL DEPARTMENT, STAFF SIX SCHOOL-BASED CLINICS THAT ENHANCE SCHOOL HEALTH EDUCATION PROGRAMS, PROVIDE PROFESSIONAL DEVELOPMENT COURSES FOR TEACHERS AND ADMINISTRATORS AND ESTABLISH A SCHOOL-TO-WORK PROGRAM. BMP HAS ALSO TAKEN A LEADERSHIP ROLE IN STRENGTHENING THE HEALTH OF DISADVANTAGED CITIZENS IN SURROUNDING COMMUNITIES INCLUDING SPECIFIC FOCUS ON AIDS AND HIV AND BY PROVIDING PHYSICIAN STAFFING FOR THREE COMMUNITY-BASED HEALTH CENTERS THROUGH BAYSTATE MEDICAL CENTER. 464774987 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 74 0 1 2236 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 1 1 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 1 0 MA X LAURIE MARTIN BAYSTATE HEALTH INC 4137940000 759 CHESTNUT STREET SPRINGFIELD MA 01199 X MARION MCGOWAN DIRECTOR 1.00 49.00 X 1417231 0 228343 ANDREW ARTENSTEIN MD PRESIDENT 40.00 10.00 X X 1104510 0 37319 RAYMOND MCCARTHY TREASURER/DIRECTOR 3.00 47.00 X X 1045794 0 26405 NICOLAS JABBOUR MD DIRECTOR 50.00 0.00 X 997626 0 52831 AARON KUGELMASS MD DIRECTOR 50.00 0.00 X 849817 0 56271 ABRAHAM THOMAS MD DIRECTOR 50.00 0.00 X 719203 0 66063 HEATHER SANKEY MD DIRECTOR 50.00 0.00 X 684082 0 65631 VENKATRO MEDARAMETLA MD DIRECTOR 50.00 0.00 X 666501 0 45169 NIELS RATHLEV MD DIRECTOR 50.00 0.00 X 652232 0 52084 CHARLOTTE BONEY MD DIRECTOR 50.00 0.00 X 610132 0 38859 RONALD P BRYANT DIRECTOR/PRESIDENT BNH & BFMC 1.00 49.00 X 600324 0 41869 KEVIN HINCHEY MD EX-OFFICO DIRECTOR/ CAO 40.00 10.00 X 539940 0 73769 ASHRAF KHAN MD DIRECTOR 50.00 0.00 X 567119 0 45295 BARRY SARVET MD DIRECTOR 50.00 0.00 X 547782 0 60116 EDWARD FELDMAN MD DIRECTOR 50.00 0.00 X 527067 0 40060 WILSON MERTENS MD DIRECTOR (THRU 4/6/22) 50.00 0.00 X 521238 0 44980 ELIZABETH BOYLE MD DIRECTOR 50.00 0.00 X 454508 0 65674 SUNDEEP M SHUKLA MD DIRECTOR 50.00 0.00 X 446344 0 48304 ANGELA MARTAGON VILLAMIL MD DIRECTOR (THRU 6/10/22) 50.00 0.00 X 402094 0 25043 BENJAMIN FREDA DO DIRECTOR 50.00 0.00 X 317368 0 41880 SCOTT BARNETT MD DIRECTOR 50.00 0.00 X 272572 0 55446 PAULA BROOKS DNP DIRECTOR 50.00 0.00 X 177727 0 34388 KATHLEEN B SCOBLE DIRECTOR 1.00 49.00 X 0 0 0 KRISTIN R DELANEY CLERK 1.00 49.00 X 168920 0 42432 BETTY K LARUE COO 40.00 10.00 X 535565 0 63913 DENNIS OH MD CHIEF DIV OF NEUROSURGERY 50.00 0.00 X 2426422 0 57559 THOMAS A SCHWANN MD CHIEF CARDIAC SURGERY 50.00 0.00 X 1039768 0 85974 ROBERT SCHAPIRO MD NEUROSURGEON 50.00 0.00 X 883699 0 47686 RICHARD J HICKS MD CHAIR RADIOLOGY 50.00 0.00 X 846386 0 43151 KAMAL KALIA MD NEUROSURGEON 50.00 0.00 X 810103 0 51662 20832074 0 1638176 911 0 1 1 VALLEY MEDICAL GROUP 329 CONWAY ST GREENFIELD MA 01301 PHYSICIAN SERVICES 45673594 BAYSTATE OBGYN GROUP 354 BIRNIE AVE STE 202 SPRINGFIELD MA 01107 PHYSICIAN SERVICES 11042213 SPRINGFIELD MEDICAL ASSOCIATES 2150 MAIN ST SPRINGFIELD MA 01104 PHYSICIAN SERVICES 10235314 BAYSTATE ADMINISTRATIVE SERVICES INC 759 CHESTNUT ST SPRINGFIELD MA 01199 MANAGEMENT SERVICES 6776893 BAYSTATE MEDICAL CENTER 759 CHESTNUT ST SPRINGFIELD MA 01199 PHYSICIAN SUPPORT SERVICES 5580550 43 1284128 4912972 6197100 PHYSICIAN PRACTICE FEE 621110 192792254 192792254 HOSPITAL REIMB PROGRAM 621110 113629602 113629602 PRACTICE LEASE AGRMNTS 621110 65006662 65006662 AFF. CONTRACT SERVICES 621110 8855694 8855694 FUNDING-STRTGIC GROWTH 621110 7918001 7918001 15365158 15156401 208757 403567371 11807 11807 100000 169891 -69891 -69891 -69891 409706387 403358614 208757 -58084 X 10865216 10472014 393202 742963 716076 26887 291766436 281207689 10558747 16804414 16196278 608136 19509632 18803597 706035 16083473 15501428 582045 7206837 7206837 322057 322057 49200 49200 94635263 90542275 4092988 2372393 2286555 85838 994889 958885 36004 8277820 7978254 299566 268825 259096 9729 39089 37674 1415 1669990 1609555 60435 10130509 9763896 366613 MEDICAL SUPPLIES 2893884 2893884 PHYSICIAN EXP ALLOWANCE 2514948 2423934 91014 RECRUITMENT 1859122 1791842 67280 DUES/MEMBERSHIPS 1116942 1073626 43316 268133 258429 9704 490392035 464774987 25617048 0 10016646 6148 30101505 30366906 11854983 15931932 34188759 25350565 9501382 8838194 5998491 193503 7357695 10574521 74830702 65911204 60676942 65751117 627722 23496 34381533 48321026 95686197 114095639 X -20855495 -48184435 -20855495 -48184435 74830702 65911204 X -80685648 53356708 X 0 1 X 1 0 X 442650 704205 7033332 5458009 6197100 19835296 306594325 329056490 334291783 384949397 403567371 1758459366 307036975 329760695 341325115 390407406 409764471 1778294662 0 0 0 1778294662 39162 24315 25717 11040 11807 112041 39162 24315 25717 11040 11807 112041 307076137 329785010 341350832 390418446 409776278 1778406703 0.99990 0.99990 0.00010 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1180624 670375 510249 12489657 6696200 5793457 20450220 17983990 2466230 68258 68258 8838194 DUE FROM AFFILIATED COMPANIES 10574521 10574521 DUE TO AFFILIATED COMPANIES 22811205 LEASE LIABILITY 6936473 INSURANCE LIABILITY LOSS RESERVE 11213016 ACCRUED PENSION 7360332 48321026 0 1 0 0 0 0 0 0 0 DENNIS OH MD CHIEF DIV OF NEUROSURGERY 1203395 0 1106061 0 116966 0 21750 0 35809 0 2483981 0 4125 0 MARION MCGOWAN DIRECTOR 761240 0 611713 0 44278 0 203721 0 24622 0 1645574 0 0 0 ANDREW ARTENSTEIN MD PRESIDENT 651619 0 236600 0 216291 0 18850 0 18469 0 1141829 0 4125 0 THOMAS A SCHWANN MD CHIEF CARDIAC SURGERY 740452 0 265503 0 33813 0 52003 0 33971 0 1125742 0 0 0 RAYMOND MCCARTHY TREASURER/DIRECTOR 621140 0 224219 0 200435 0 24650 0 1755 0 1072199 0 0 0 NICOLAS JABBOUR MD DIRECTOR 708254 0 222938 0 66434 0 18850 0 33981 0 1050457 0 4125 0 ROBERT SCHAPIRO MD NEUROSURGEON 658931 0 160920 0 63848 0 21750 0 25936 0 931385 0 4125 0 AARON KUGELMASS MD DIRECTOR 647992 0 136325 0 65500 0 21750 0 34521 0 906088 0 4125 0 RICHARD J HICKS MD CHAIR RADIOLOGY 622348 0 163013 0 61025 0 18850 0 24301 0 889537 0 4125 0 KAMAL KALIA MD NEUROSURGEON 666120 0 136325 0 7658 0 18850 0 32812 0 861765 0 0 0 ABRAHAM THOMAS MD DIRECTOR 550880 0 144781 0 23542 0 37667 0 28396 0 785266 0 4125 0 HEATHER SANKEY MD DIRECTOR 501959 0 133250 0 48873 0 35761 0 29870 0 749713 0 4125 0 VENKATRO MEDARAMETLA MD DIRECTOR 609886 0 15714 0 40901 0 18850 0 26319 0 711670 0 0 0 NIELS RATHLEV MD DIRECTOR 475421 0 126788 0 50023 0 21750 0 30334 0 704316 0 4125 0 CHARLOTTE BONEY MD DIRECTOR 429948 0 136838 0 43346 0 18850 0 20009 0 648991 0 4125 0 RONALD P BRYANT DIRECTOR/PRESIDENT BNH & BFMC 433515 0 115313 0 51496 0 18850 0 23019 0 642193 0 4125 0 KEVIN HINCHEY MD EX-OFFICO DIRECTOR/ CAO 408597 0 87125 0 44218 0 46593 0 27176 0 613709 0 4125 0 ASHRAF KHAN MD DIRECTOR 420974 0 112338 0 33807 0 18850 0 26445 0 612414 0 0 0 BARRY SARVET MD DIRECTOR 414257 0 113063 0 20462 0 39225 0 20891 0 607898 0 4125 0 BETTY K LARUE COO 389546 0 103781 0 42238 0 42710 0 21203 0 599478 0 4125 0 EDWARD FELDMAN MD DIRECTOR 414183 0 84050 0 28834 0 18850 0 21210 0 567127 0 4125 0 WILSON MERTENS MD DIRECTOR (THRU 4/6/22) 395563 0 84050 0 41625 0 24650 0 20330 0 566218 0 4125 0 ELIZABETH BOYLE MD DIRECTOR 340855 0 90563 0 23090 0 30798 0 34876 0 520182 0 4125 0 SUNDEEP M SHUKLA MD DIRECTOR 365182 0 45210 0 35952 0 21750 0 26554 0 494648 0 0 0 ANGELA MARTAGON VILLAMIL MD DIRECTOR (THRU 6/10/22) 355268 0 36421 0 10405 0 21750 0 3293 0 427137 0 0 0 BENJAMIN FREDA DO DIRECTOR 286168 0 21203 0 9997 0 13050 0 28830 0 359248 0 4125 0 SCOTT BARNETT MD DIRECTOR 220698 0 22969 0 28905 0 26629 0 28817 0 328018 0 0 0 PAULA BROOKS DNP DIRECTOR 159283 0 16810 0 1634 0 7631 0 26757 0 212115 0 0 0 KRISTIN R DELANEY CLERK 151546 0 15990 0 1384 0 16223 0 26209 0 211352 0 0 0 PART I, LINE 3 THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS) HAS BEEN APPOINTED THROUGH BOARD RESOLUTION AS THE COMPENSATION COMMITTEE OF THE FILING ORGANIZATION. 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 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 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 HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. AND ALL SUCH DELIBERATIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY. PART I, LINE 4B: ANDREW ARTENSTEIN, MD - TOTAL SUPPLEMENTAL RETIREMENT OF $175,376 INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $171,251 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. ABRAHAM THOMAS, MD - SUPPLEMENTAL RETIREMENT OF $14,467 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $10,342 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. ANGELA MARTAGON-VILLAMIL, MD - SUPPLEMENTAL RETIREMENT OF $5,501 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2021. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. ASHRAF KHAN, MD - SUPPLEMENTAL RETIREMENT OF $4,404 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2021. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. BARRY SARVET, MD - SUPPLEMENTAL RETIREMENT OF $15,390 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $11,265 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. BENJAMIN FREDA, MD - SUPPLEMENTAL RETIREMENT OF $5,851 INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $1,726 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. CHARLOTTE BONEY, MD - SUPPLEMENTAL RETIREMENT OF $16,577 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $12,452 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. EDWARD FELDMANN, MD - SUPPLEMENTAL RETIREMENT OF $14,059 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $9,934 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. ELIZABETH BOYLE, MD - SUPPLEMENTAL RETIREMENT OF $10,846 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $6,721 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. RONALD P. BRYANT - SUPPLEMENTAL RETIREMENT OF $15,522 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $11,397 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. KEVIN HINCHEY, MD - SUPPLEMENTAL RETIREMENT OF $18,198 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $14,073 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. HEATHER SANKEY, MD - SUPPLEMENTAL RETIREMENT OF $23,981 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $19,856 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. MARION MCGOWAN - SUPPLEMENTAL RETIREMENT OF $189,221 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. NICOLAS JABBOUR, MD - SUPPLEMENTAL RETIREMENT OF $35,544 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $31,419 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. AARON KUGELMASS, MD - SUPPLEMENTAL RETIREMENT OF $35,290 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $31,165 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. BETTY K. LARUE - SUPPLEMENTAL RETIREMENT OF $16,445 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $12,320 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. RAYMOND MCCARTHY - SUPPLEMENTAL RETIREMENT OF $160,096 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2021. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. SCOTT BARNETT, MD - SUPPLEMENTAL RETIREMENT OF $4,695 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2021. SUPPLEMENTAL RETIREMENT OF $3,766 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. VENKATRAO MEDARAMETLA, MD - SUPPLEMENTAL RETIREMENT OF $18,512 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2021. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. WILSON MERTENS, MD - SUPPLEMENTAL RETIREMENT OF $15,796 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $11,671 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. THIS AMOUNT WAS EARNED AND PAID IN 2021. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. DENNIS OH, MD - SUPPLEMENTAL RETIREMENT OF $93,956 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $89,831 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. NEILS K. RATHLEV, MD - SUPPLEMENTAL RETIREMENT OF $20,857 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $16,732 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. KAMAL KALIA, MD - SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. ROBERT SCHAPIRO, MD - SUPPLEMENTAL RETIREMENT OF $41,644 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $37,519 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. THOMAS A. SCHWANN, MD - SUPPLEMENTAL RETIREMENT OF $37,503 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. RICHARD J. HICKS, MD - SUPPLEMENTAL RETIREMENT OF $29,892 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $25,767 EARNED AND PAID IN 2021 AND $4,125 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. SUNDEEP SHUKLA, MD - SUPPLEMENTAL RETIREMENT OF $13,287 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2021. SUPPLEMENTAL RETIREMENT OF $4,350 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2021. SCOTT BARNETT MD FAMILY MEMBER OF SCOTT BARNETT, MD 310159 FAMILY MEMBER OF SCOTT BARNETT, MD IS EMPLOYED BY THE FILING ORGANIZATION. 0 ANGELA MARTAGON VILLAMIL MD FAMILY MEMBER OF ANGELA MARTAGON VILLAMIL, MD 390128 FAMILY MEMBER OF ANGELA MARTAGON VILLAMIL, MD IS EMPLOYED BY THE FILING ORGANIZATION. 0 WILSON MERTENS MD FAMILY MEMBER OF WILSON MERTENS, MD 62925 FAMILY MEMBER OF WILSON MERTENS, MD IS EMPLOYED BY THE FILING ORGANIZATION. 0 FORM 990, PART VI, SECTION A, LINE 1A BAYSTATE MEDICAL PRACTICES, INC. (BMP) IS PART OF AN INTEGRATED DELIVERY SYSTEM INCLUDING NOT FOR PROFIT COMMUNITY HOSPITALS, WHICH HAVE COMMUNITY BOARDS. BMP IS A PHYSICIAN ORGANIZATION, WHICH SUPPORTS BAYSTATE HEALTH AND ITS AFFILIATES AND IS COMPRISED PRIMARILY OF BMP EMPLOYEES. THIS BOARD STRUCTURE HAS NOT CHANGED SIGNIFICANTLY SINCE THE ORGANIZATION APPLIED FOR EXEMPT STATUS. 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 OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES IN THE BAYSTATE GROUP OF AFFILIATED ENTITIES AND IN THE COMMUNITY. FORM 990, PART VI, SECTION A, LINE 3 BAYSTATE MEDICAL PRACTICES, 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 6 THE MEMBERS OF THE FILING ORGANIZATION ARE PHYSICIANS, ALL OF WHOM WHO HAVE MEDICAL STAFF APPOINTMENTS AT A BAYSTATE HEALTH, INC. (BH) HOSPITAL AFFILIATE, PROVIDE AT LEAST 1,000 HOURS OF PROFESSIONAL SERVICE ANNUALLY ON BEHALF OF THE FILING ORGANIZATION, AND ARE PARTIES TO A MEMBERSHIP AGREEMENT WITH THE FILING ORGANIZATION APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS CONSISTS OF 23 DIRECTORS, 7 OF WHOM ARE EITHER APPOINTED BY BAYSTATE HEALTH, INC. (BH) OR SERVE EX OFFICIO BASED ON POSITIONS THEY HOLD WITH BH, AND 16 OF WHOM ARE AT LARGE DIRECTORS ELECTED BY THE MEMBERS OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS OF THE FILING ORGANIZATION PROVIDE THAT THE FOLLOWING MATTERS APPROVED BY THE BOARD OF DIRECTORS ARE ALSO SUBJECT TO THE APPROVAL OF BAYSTATE HEALTH, INC. (BH): (1) THE FILING ORGANIZATION'S ANNUAL BUDGET, (2) THE FORM AND CONTENT OF AGREEMENTS WITH MEMBERS AND OTHER EMPLOYEES OF THE FILING ORGANIZATION FOR THEIR COMPENSATION AND BENEFITS, (3) POLICIES REGARDING PERSONAL TIME, SICK TIME, LEAVES OF ABSENCE, HOURS OF WORK, AND NUMBER OF WORKING DAYS, (4) THE ESTABLISHMENT OF RESERVES TO MEET ANY UNUSUAL EXPENSE, LOSS, OR ANTICIPATED YEAR-END EXPENSE OR A DISCRETIONARY FUND TO SUPPORT THE FILING ORGANIZATION'S EDUCATIONAL AND RESEARCH PROGRAMS, (5) ANY PLEDGE OF THE FILING ORGANIZATION'S CREDIT, THE BORROWING OF ANY MONEY, OR THE EXECUTION OF ANY PROMISSORY NOTE BY THE FILING ORGANIZATION, (6) AMENDMENTS TO THE BYLAWS OF THE FILING ORGANIZATION, WITH THE EXCEPTION OF CERTAIN TECHNICAL AMENDMENTS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, APPROPRIATE SECTIONS WERE REVIEWED BY THE TAX, FINANCE, AND HUMAN RESOURCES AREAS OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS) AND BY OUTSIDE LEGAL COUNSEL. THE FORM 990 WAS ALSO REVIEWED BY TAX EXPERTS FROM AN INDEPENDENT ACCOUNTING FIRM AND SIGNED-OFF AS A PAID PREPARER. THE PROCESS, KEY AREAS AND ANY NEW CHANGES WERE REVIEWED PRIOR TO FILING WITH THE BAYSTATE HEALTH AUDIT AND COMPLIANCE COMMITTEE (ACC). THE ACC MEMBERS HAD AN OPPORTUNITY TO ASK QUESTIONS REGARDING THE TAX COMPLIANCE PROCESS AND THE TAX FILINGS IN GENERAL. THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BAYSTATE HEALTH BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BAYSTATE MEDICAL PRACTICES, INC IS AN AFFILIATE OF BAYSTATE HEALTH, INC (BH). BH 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, CHIEF GENERAL COUNSEL 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. 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 15B THE COMPENSATION OF THE PRESIDENT IS REVIEWED AND DETERMINED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS). THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF BAYSTATE HEALTH, INC. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE PRESIDENT 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 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 HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. THE COMPENSATION OF THE SENIOR VICE PRESIDENT, FINANCE, CFO AND TREASURER IS REVIEWED AND DETERMINED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS). THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF BAYSTATE HEALTH, INC. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE SENIOR VICE PRESIDENT, FINANCE, CFO AND TREASURER AND OF OTHER OFFICERS 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 SENIOR VICE PRESIDENT, FINANCE, CFO AND TREASURER 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 HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES OF THE FILING ORGANIZATION IS DETERMINED BY THE PRESIDENT OF THE FILING ORGANIZATION IN ACCORDANCE WITH THE EXECUTIVE COMPENSATION PHILOSOPHY STATEMENT, IN CONSULTATION WITH HUMAN RESOURCES, BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS INCLUDING APPROPRIATE COMPARABILITY DATA OR THE BAYSTATE HEALTH BOARD APPROVED BUDGET AND WAGE PROGRAM FOR EACH FISCAL YEAR. LINE 15A HAS BEEN ANSWERED NO BECAUSE THE PRESIDENT 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 DIRECTORS OF THE FILING ORGANIZATION ARE PAID BY AN ENTITY, BAYSTATE ADMINISTRATIVE SERVICES, INC. (BAS) EIN 22-27447685, 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 BAS TO THE OFFICERS AND DIRECTORS 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 11G PURCHASED SERVICES-MD: PROGRAM SERVICE EXPENSES 79,414,522. MANAGEMENT AND GENERAL EXPENSES 2,981,846. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,396,368. PURCHASED SERVICES-NURSE PRACTITIONERS: PROGRAM SERVICE EXPENSES 453,940. MANAGEMENT AND GENERAL EXPENSES 17,044. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 470,984. BILLING/COLLECTION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 693,319. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 693,319. TRANSCRIPTION/ACCESS SERVICES: PROGRAM SERVICE EXPENSES 5,394,077. MANAGEMENT AND GENERAL EXPENSES 202,536. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,596,613. PURCHASED SERVICES-CLERICAL/TEMP HELP: PROGRAM SERVICE EXPENSES 586,056. MANAGEMENT AND GENERAL EXPENSES 22,005. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 608,061. PURCHASED SERVICES-OTHER HEALTH: PROGRAM SERVICE EXPENSES 4,693,680. MANAGEMENT AND GENERAL EXPENSES 176,238. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,869,918. FORM 990, PART XI, LINE 9: CURRENT YEAR ACQUISITIONS FROM OTHER ENTITIES 12,850. NET TRANSFERS (TO)/FROM AFFILIATES 65,902,163. MINIMUM PENSION LIABILITY ADJUSTMENT -12,558,320. ROUNDING 15.