HOLYOKE MEDICAL CENTER INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOLYOKE MEDICAL CENTER INC (EIN 22-2520073)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-12
- IRS object ID
- 202232249349301408
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-12T09:15:44-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222520073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyoke Medical Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLY | BusinessNameControlTxt |
| Phone | 4135342667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010402223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dean Vitarisi | PersonNm |
| Person Title | Treasurer & CFO | PersonTitleTxt |
| Phone | 4135342667 | PhoneNum |
| Signature | 2022-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Dean | PersonFirstNm |
| Person Last | Vitarisi | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2022-08-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Spiridon E Hatiras | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010402223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $202,042,084 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.holyokehealth.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Acute care hospital, providing medical and other healthcare services to residents of Holyoke, MA and the surrounding areas. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1875 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $1,036,190 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $82,148 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,870,792 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,489,157 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $170,612,989 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $181,927,774 | CYProgramServiceRevenueAmt |
| PY Investment Income | $323,724 | PYInvestmentIncomeAmt |
| CY Investment Income | -$287,015 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,378,390 | PYOtherRevenueAmt |
| CY Other Revenue | $1,042,232 | CYOtherRevenueAmt |
| PY Total Revenue | $198,185,895 | PYTotalRevenueAmt |
| CY Total Revenue | $201,172,148 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,788 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $106,750,077 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $113,354,052 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,995,132 | PYOtherExpensesAmt |
| CY Other Expenses | $82,208,753 | CYOtherExpensesAmt |
| PY Total Expenses | $179,746,997 | PYTotalExpensesAmt |
| CY Total Expenses | $195,574,305 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,438,898 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,597,843 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $108,442,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,328,179 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $119,261,738 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $102,791,644 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$10,819,550 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,536,535 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Our Mission at Holyoke Medical Center is to improve the health of all people in our community. We do that with honesty, respect and dignity for our patients, visitors and staff. We do that through expert and compassionate care, education and knowledge sharing, community partnerships, fostering innovation and growth and by inspiring hope in all we touch. We do that by being good stewards of our resources and providing efficient and cost effective care to all. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $162,795,118 | ExpenseAmt |
| Grant | $11,500 | GrantAmt |
| Revenue | $181,927,774 | RevenueAmt |
| Desc | Holyoke Medical Center, Inc. (HMC) strives to serve the health needs of their medical service community in a high quality and efficient manner. See Schedule O for additional information.To this end, HMC shall: (1) provide compassionate care to all of whom it serves with a commitment to developing cultural diversity and competencies in our programs and workforce so that we may better serve our patients; (2) identify and serve those needs which are prevalent and substantial in the community as a whole, or within major population groups, and which can be adequately met by the provision of basic primary and secondary health care services; (3) provide information, education, and expertise to our community in order to promote the general health of its citizens; (4) provide an environment of excellence and growth in which health care professionals can use their skills and abilities to the fullest extent possible; (5) provide competitive wages and benefits, as well as safe and dignified working conditions, for all employees; (6) ensure financial responsibility in the operation of the medical center in order to guarantee the future viability of our mission; (7) provide a formal, public, and ongoing program of community benefits, in cooperation with community individuals and organizations, to improve the health status of the public including especially the medically and economically vulnerable. Holyoke Medical Center, Inc. provided inpatient, outpatient, OB/GYN, and emergency healthcare services and certain physician services to the residents of Holyoke, Massachusetts and the surrounding communities. Inpatient healthcare services included medical, surgical, critical care, cardiac, obstetrical, psychiatric, and oncology services. During FY 2021, HMC provided 28,904 patient days of inpatient services with 5,443 discharges. Outpatient healthcare services included a full array of diagnostic, therapeutic, and behavioral health services. During FY 2021, HMC had 334,334 outpatient visits. Emergency services were provided by a 24-hour emergency department. During FY 2021, HMC had 38,816 emergency department visits. | Desc |
| Total Program Service Expenses | $162,795,118 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 104 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1875 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dean Vitarisi | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4135342667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010402223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Tom Buck MD | ||||||||
| Director (start Oct 2020) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Byrne MD | ||||||||
| Director (end Oct 2020) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian M Canina | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Shannon Gurek | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| John Hazen | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sara Lawrence | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Marcotte | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Jo Maydew | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Murphy | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Sugrue | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Simon Ahtaridis MD | ||||||||
| Director/Med. Director | 50.00 | 0.00 | Yes (X) | $307,494 | $0 | $23,041 | ||
| Debra Panitch MD | ||||||||
| Director/General Surgeon | 50.00 | 0.00 | Yes (X) | $354,861 | $0 | $12,498 | ||
| Idelia Smith | ||||||||
| Chair | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Tricia Koss | ||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Spiridon E Hatiras | ||||||||
| President & CEO, Clerk | 40.00 | 9.50 | Yes (X) | $0 | $802,073 | $66,770 | Yes (X) | |
| Michael Koziol | ||||||||
| Treasurer & CFO (end Jan 21) | 40.00 | 8.00 | Yes (X) | $0 | $360,379 | $20,271 | Yes (X) | |
| Dean Vitarisi | ||||||||
| Treasurer & CFO (start Jan 21) | 40.00 | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Noah J Epstein MD | ||||||||
| Orthopedic Surgeon | 50.00 | 0.00 | $1,047,794 | $0 | $23,129 | Yes (X) | ||
| Alexander Berry MD | ||||||||
| Urologist | 50.00 | 0.00 | $823,723 | $0 | $23,129 | Yes (X) | ||
| Stanley Swierzewski III MD | ||||||||
| Urologist | 50.00 | 0.00 | $798,799 | $0 | $23,129 | Yes (X) | ||
| Nirav R Sheth MD | ||||||||
| Cardiologist | 50.00 | 0.00 | $728,695 | $0 | $23,129 | Yes (X) | ||
| Khaled A Instrum MD | ||||||||
| Orthopedic Surgeon | 50.00 | 0.00 | $699,719 | $0 | $20,216 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,761,085 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,162,452 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $235,312 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 159 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sound Physicians of Massachusetts | |||||
| PO Box 742936 | Los Angeles | CA | 90074 | Physicians | $3,708,312 |
| Valley Health Systems Inc | |||||
| 20 Hospital Drive | Holyoke | MA | 01040 | Management Services | $2,746,850 |
| Locum Leaders LLC | |||||
| 925 N Point Parkway 160 | Alpharetta | GA | 300054184 | Staffing Services | $1,572,864 |
| Unidine Corporation | |||||
| 1000 Washington Street 510 | Boston | MA | 02118 | Cafeteria Staffing | $1,523,642 |
| Quest Diagnostics Nichols Institute | |||||
| 14225 Newbrook Drive | Chantilly | VA | 201512228 | Laboratory Services | $1,313,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 42 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $204,126 | RelatedOrganizationsAmt |
| Government Grants | $17,724,328 | GovernmentGrantsAmt |
| All Other Contributions | $560,703 | AllOtherContributionsAmt |
| Noncash Contributions | $16,301 | NoncashContributionsAmt |
| Total Contributions | $18,489,157 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Patient Service Revenue | 621110 | $158,660,357 | $158,660,357 |
| 340B Pharmacy | 621110 | $9,378,595 | $9,378,595 |
| Revenue Relief Payments | 621110 | $7,088,184 | $7,088,184 |
| Miscellaneous Revenue | 621110 | $3,313,443 | $3,313,443 |
| Veterans' Housing COVID Support | 624200 | $1,964,591 | $1,964,591 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,522,604 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,522,604 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $181,927,774 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $438,377 | TotalRevenueColumnAmt |
| Exclusion | $438,377 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $230,924 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $144,544 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $86,380 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $86,380 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $80,338 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,042 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $725,392 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$725,392 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$725,392 | TotalRevenueColumnAmt |
| Exclusion | -$725,392 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NonPatient Lab (Net Contractuals) | Desc |
| Business | 621500 | BusinessCd |
| Total Revenue Column | $955,852 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $955,852 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $955,852 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $201,172,148 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $181,927,774 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,036,190 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$280,973 | 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 | $11,500 | TotalAmt |
| Program Services | $11,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $697,894 | TotalAmt |
| Program Services | $615,461 | ProgramServicesAmt |
| Management And General | $82,433 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,115,197 | TotalAmt |
| Program Services | $80,445,193 | ProgramServicesAmt |
| Management And General | $10,670,004 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,912,967 | TotalAmt |
| Program Services | $4,239,922 | ProgramServicesAmt |
| Management And General | $673,045 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,588,148 | TotalAmt |
| Program Services | $8,274,633 | ProgramServicesAmt |
| Management And General | $1,313,515 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,039,846 | TotalAmt |
| Program Services | $6,215,448 | ProgramServicesAmt |
| Management And General | $824,398 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,378,136 | TotalAmt |
| Management And General | $3,378,136 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,551 | TotalAmt |
| Program Services | $77,589 | ProgramServicesAmt |
| Management And General | $203,962 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,500 | TotalAmt |
| Management And General | $155,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,146 | TotalAmt |
| Management And General | $112,146 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,726,873 | TotalAmt |
| Program Services | $14,610,780 | ProgramServicesAmt |
| Management And General | $7,116,093 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,267 | TotalAmt |
| Program Services | $2,530 | ProgramServicesAmt |
| Management And General | $246,737 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,169,030 | TotalAmt |
| Program Services | $1,748,986 | ProgramServicesAmt |
| Management And General | $1,420,044 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,528,004 | TotalAmt |
| Program Services | $269,565 | ProgramServicesAmt |
| Management And General | $2,258,439 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,343,738 | TotalAmt |
| Program Services | $2,914,451 | ProgramServicesAmt |
| Management And General | $429,287 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,982 | TotalAmt |
| Program Services | $9,504 | ProgramServicesAmt |
| Management And General | $46,478 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,192 | TotalAmt |
| Program Services | $70,139 | ProgramServicesAmt |
| Management And General | $6,053 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $984,975 | TotalAmt |
| Program Services | $810,960 | ProgramServicesAmt |
| Management And General | $174,015 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,002,770 | TotalAmt |
| Program Services | $4,118,933 | ProgramServicesAmt |
| Management And General | $883,837 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,766,203 | TotalAmt |
| Program Services | $9,824 | ProgramServicesAmt |
| Management And General | $1,756,379 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $25,646,351 | $25,620,335 | $26,016 |
| Bad Debt Expense | $7,573,265 | $7,573,265 | |
| Laboratory Tests | $3,380,264 | $3,380,264 | |
| HSN Assessment | $1,564,817 | $1,564,817 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,213,689 | TotalAmt |
| Program Services | $211,019 | ProgramServicesAmt |
| Management And General | $1,002,670 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,574,305 | TotalAmt |
| Program Services | $162,795,118 | ProgramServicesAmt |
| Management And General | $32,779,187 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,600 | BOYAmt |
| EOY | $331,572 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,152,389 | BOYAmt |
| EOY | $12,486,242 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,191,476 | BOYAmt |
| EOY | $26,936,968 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $247,854 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,600,450 | BOYAmt |
| EOY | $3,044,797 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,599 | BOYAmt |
| EOY | $471,475 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $163,599,529 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $117,150,422 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,689,001 | BOYAmt |
| EOY | $46,449,107 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,078,154 | BOYAmt |
| EOY | $4,853,687 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,608,799 | BOYAmt |
| EOY | $4,282,107 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,052,720 | BOYAmt |
| EOY | $14,224,370 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,442,188 | BOYAmt |
| EOY | $113,328,179 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,667,005 | BOYAmt |
| EOY | $29,445,487 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,141,146 | BOYAmt |
| EOY | $13,884,483 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,283,669 | BOYAmt |
| EOY | $11,113,414 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,169,918 | BOYAmt |
| EOY | $48,348,260 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,261,738 | BOYAmt |
| EOY | $102,791,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$15,699,388 | BOYAmt |
| EOY | $5,031,963 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,879,838 | BOYAmt |
| EOY | $5,504,572 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$10,819,550 | BOYAmt |
| EOY | $10,536,535 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,442,188 | BOYAmt |
| EOY | $113,328,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,597,843 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $487,049 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $15,271,193 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $52,146 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $60,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $112,146 | 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 | The Hospital hires outside consultants from time to time to perform services to further the Hospital's and the other System organizations' mission. A portion of those consulting fees paid to each firm was designated for lobbying endeavors. Dempsey, Lucey & Associates was paid a total of $60,000 by the Hospital related to lobbying activities for the System. The Hospital was also a member of the Massachusetts Health and Hospital Association (MHHA) during the fiscal year. A portion of the dues paid to this organization was available for lobbying expenditures on behalf of the Hospital and the other System organizations in furtherance of their exempt purposes. The portion of dues paid to MHHA that was available for lobbying was $52,146. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,346,962 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $215,145 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,704 | OtherExpendituresAmt |
| End Year Balance | $1,527,403 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,453,404 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,708 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $130,150 | OtherExpendituresAmt |
| End Year Balance | $1,346,962 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,407,944 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,460 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,453,404 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,401,965 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,979 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,407,944 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,448,847 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,785 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $64,667 | OtherExpendituresAmt |
| End Year Balance | $1,401,965 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.69900 | TermEndowmentBalanceEOYPct |
| 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 | $1,942,994 | OtherCostOrOtherBasisAmt |
| Book Value | $1,942,994 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,827,455 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,947,374 | DepreciationAmt |
| Book Value | $25,880,081 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,893,903 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,640,375 | DepreciationAmt |
| Book Value | $10,253,528 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,100,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,791,853 | DepreciationAmt |
| Book Value | $7,308,742 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,834,582 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,770,820 | DepreciationAmt |
| Book Value | $1,063,762 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $46,449,107 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from Affiliates | $19,178 |
| New Market Tax Credit Receivable | $12,239,000 |
| 457(f) Pension Plan Assets | $1,966,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,224,370 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Pension Cost | $42,820,234 |
| Asset Retirement Obligation | $191,752 |
| Estimated Third Party Payor Settlements, net | $4,203,772 |
| Insurance Claims Payable | $1,132,502 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,348,260 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $194,652,063 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $487,049 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $144,544 | OtherRevenueAmt |
| Revenue Not Reported | $631,593 | RevenueNotReportedAmt |
| Revenue Subtotal | $194,020,470 | RevenueSubtotalAmt |
| Other Revenues Not Included | $7,151,678 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,151,678 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $201,172,148 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $188,145,584 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $144,544 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $144,544 | ExpensesNotReportedAmt |
| Expenses Subtotal | $188,001,040 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $7,573,265 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $7,573,265 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $195,574,305 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The endowment funds are held and administered by Valley Health Systems, Inc. The intended use of the funds is to provide a predictable, stable, and consistent stream of earnings for Holyoke Medical Center, Inc. to be used for free care and general operations. |
| Part X, Line 2: | The Medical Center is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Tax-exempt organizations could be required to record an obligation for income taxes as the result of a tax position they have historically taken on various tax exposure items including unrelated business income or tax status. Under guidance issued by the Financial Accounting Standards Board, assets and liabilities are established for uncertain tax positions taken or positions expected to be taken in income tax returns when such positions are judged to not meet the "more-likely-than-not" threshold, based upon the technical merits of the position. Estimated interest and penalties, if applicable, related to uncertain tax positions are included as a component of income tax expense. The Medical Center has evaluated the position taken on its filed tax returns. The Medical Center has concluded no uncertain income tax positions exist at September 30, 2021. The Medical Center's tax years from 2019 through 2021 are open and subject to examination. |
| Part XI, Line 2d - Other Adjustments: | Rental Expenses 144,544. |
| Part XI, Line 4b - Other Adjustments: | Change in Beneficial Interest - VHS -421,587. Bad Debts Included with Revenue 7,573,265. |
| Part XII, Line 2d - Other Adjustments: | Rental Expenses 144,544. |
| Part XII, Line 4b - Other Adjustments: | Bad Debts Included with Revenue 7,573,265. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent150 | Yes (X) | Percent150Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,379,403 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $719,941 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $659,462 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00350 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $55,193,656 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $54,071,873 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,121,783 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00600 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $56,573,059 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $54,791,814 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,781,245 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00950 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,232,461 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,232,461 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00660 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,100,633 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,100,633 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00590 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $14,924,026 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $8,875,608 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,048,418 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03220 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,460,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,460,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01310 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,717,120 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $8,875,608 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,841,512 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05780 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $76,290,179 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $63,667,422 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $12,622,757 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06730 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $122,096 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $122,096 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,742 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $4,742 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $151,560 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $151,560 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00080 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $278,398 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $278,398 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00140 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $1,125,969 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $40,364,375 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $38,257,740 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $2,106,635 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyoke Medical Center Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.holyokehealth.com | WebsiteAddressTxt |
| State License | 2145 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyoke Medical Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 18 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Section C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 20 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | see Part V, Section C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 150.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Section C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Section C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Section C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare | Yes (X) | LookBackMedicareInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Holyoke Medical Center, Inc. | Part V, Section B, Line 5: Holyoke Medical Center works with a coalition of Western MA Hospitals through the Pioneer Valley Planning Commission. The partnership is between 10 non-profit hospitals and insurers in the region. The partnership formed to share resources and bring hospitals together to share data and best practices, as well as working on common concerns collectively. While conducting the public meetings for our Community Health Needs Assessment, we held 3 focus groups together and each asked the same questions so that we could share data regionally, understand the challenges and work on the issues collectively to make a difference in our region. |
| Holyoke Medical Center, Inc. | Part V, Section B, Line 11: Please see the attached Implementation Plan for details on how the Hospital is addressing the significant needs identified in its most recently conducted CHNA as well as the needs that are not being addressed. The attached Implementation Plan also describes the needs that are not being addressed. |
| Holyoke Medical Center, Inc. | Part V, Section B, Line 16j: The Hospital has had a section on its website related to financial assistance for several years. The Hospital has a financial assistance policy, plain language summary, and financial assistance application that was available to our patients along with financial assistance signs in certain locations in the Hospital (such as patient registration, and the Emergency department). |
| Schedule H, Part V, Section B, line 7a & 10a: | The Hospital's CHNA is available at: https://dashboards.mysidewalk.com/hmc-chnaThe Hospital's 2019 CHNA can be found at the following website:https://dashboards.mysidewalk.com/hmc-chna/how-to-use-this-dashboardThe Hospital's current CHNA Implementation Strategy is available on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2020/08/HMC-2020-CB-Implementation-Strategy_FINAL-1.pdfThe prior CHNA Implementation Strategy is available on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2019/05/pdf7.pdf |
| Schedule H, Part V, Section B, Line 16a & 16b: | The Hospital's Financial Assistance Policy is available on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2019/05/Holyoke-Medical-Center-English-Financial-Assistance-Policy-FY-2016.pdfThe Plain Language Summary can be found on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2019/05/Holyoke-Medical-Center-Financial-Assistance-Plain-Language-Summary-ENG.pdfAnd the Financial Assistance Application can be found on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2020/03/Holyoke-Medical-Center-Financial-Assistance-Application-2020-ENG.pdf |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 15 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - CMC - Radiology | ||||
| 1962 Memorial Drive | Chicopee | MA | 01020 | Radiology & Ultrasound Services |
| 2 - HMC - Laboratory | ||||
| 1964 Memorial Drive | Chicopee | MA | 01020 | Laboratory Draws |
| 3 - HMC - Physical Therapy | ||||
| 1970 Memorial Drive | Chicopee | MA | 01020 | Physical Therapy Services |
| 4 - HMC - OBGYN & Midwifery | ||||
| 140 Southampton Road | Westfield | MA | 01085 | Women's Services |
| 5 - HMC - Physical Therapy | ||||
| 140 Southampton Road | Westfield | MA | 01085 | Physical Therapy Services |
| 6 - HMC - Gastroenterology | ||||
| 140 Southampton Road | Westfield | MA | 01085 | Gastroenterology |
| 7 - HMC - Laboratory | ||||
| 140 Southampton Road | Westfield | MA | 01085 | Laboratory Draws |
| 8 - HMC - Vascular Center | ||||
| 2 Hospital Drive | Holyoke | MA | 01040 | Heart and Lung |
| 9 - HMC - Women's Center | ||||
| 2 Hospital Drive | Holyoke | MA | 01040 | Women's Services |
| 10 - HMC - Pulmonary Services | ||||
| 5 Hospital Drive | Holyoke | MA | 01040 | Pulmonary Services |
| 11 - Endocrinology & Diabetes Center | ||||
| 10 Hospital Drive | Holyoke | MA | 01040 | Endocrinology Services |
| 12 - HMC - Urology | ||||
| 10 Hospital Drive | Holyoke | MA | 01040 | Urology Services |
| 13 - Holyoke Orthopedics | ||||
| 10 Hospital Drive | Holyoke | MA | 01040 | Orthopedic Services |
| 14 - HMC - Pain Management | ||||
| 10 Hospital Drive | Holyoke | MA | 01040 | Pain Management Services |
| 15 - HMC - Wound Care Center | ||||
| 18 Hospital Drive | Holyoke | MA | 01040 | Wound Care |
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | Not Applicable. |
| Part I, Line 6a: | Not Applicable. |
| Part I, Line 7: | Holyoke Medical Center, Inc. used the cost-to-charge ratio method in determining the cost of health services provided. Holyoke Medical Center, Inc. derived this cost-to-charge ratio based on total patient care expenses, divided by gross patient service charges per the state CHIA cost report. |
| Part I, Line 7, Column (f): | The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 7,573,265. |
| Part II, Community Building Activities: | Holyoke Medical Center, Inc. provides a variety of community sponsorships and ongoing relationships with local community organizations. Our goals for those sponsorships and/or team building are to help support organizations where their programming aligns with Holyoke Medical Center's Community Health Needs Assessment. Our intended outcome is to make this a healthier community. |
| Part III, Line 2: | Holyoke Medical Center, Inc. utilizes a costing methodology in which the ratio of patient care cost to charges is applied to the bad debt expense attributable to patient accounts to calculate the estimated cost of bad debt attributable to patient accounts that is reported on Line 2. Discounts and payments on patient accounts are recorded as adjustments to revenue, not bad debt expense. |
| Part III, Line 3: | See narrative for Part III, Line 2. |
| Part III, Line 4: | See Footnote 2 on Page 11 of the attached audited financial statements. |
| Part III, Line 8: | Holyoke Medical Center, Inc. utilizes generally accepted accounting principles in the preparation of its financial statements.Holyoke Medical Center, Inc. used the cost-to-charge ratio method in determining the cost of health services provided. Holyoke Medical Center, Inc. derived this cost-to-charge ratio based on the total patient care expenses, divided by gross patient service charges per the state CHIA cost report. |
| Part III, Line 9b: | Populations Exempt from Collection Action - The following individuals and patient populations are exempt from any collection actions pursuant to the Massachusetts Health Safety Net Program (HSN) regulations:a. Patients enrolled in, receiving benefits from, or participating in a public health insurance program, including but not limited to MassHealth, Emergency Aid to the Elderly, Disabled and Children (EAEDC), Healthy Start, Children's Medical Security Plan (CMSP (provided the patient's family income is equal to or less than 300% of the FPL)), and low income patients subject to the following:(1) Holyoke Medical Center, Inc. may initiate Collection Action against any patient enrolled in, receiving benefits from, or participating in MassHealth, EAEDC or Healthy Start, and any low income patient, for their required co-payments and deductibles as set forth by each specific program.(2) Holyoke Medical Center, Inc. may also initiate collection action for a patient who alleges that he or she is a participant in MassHealth, EAEDC, Health Start or CMSP but fails to provide proof of such participation. Upon receipt of satisfactory proof that a patient is a participant in such a program (including, in the case of MassHealth, EAEDC or Healthy Start, receipt or verification of a signed application), Holyoke Medical Center, Inc. shall cease billing or collection activities.(3) Low income patients are exempt from Collection Action for Eligible Services (as defined by HSN regulations from time-to-time) they receive during the period for which they have low income patient status.(4) Low income patients with family income between 150% and 300% of FPL are exempt from collection action for the portion of their Holyoke Medical Center, Inc. bill that exceeds the patient's deductible. However, Holyoke Medical Center, Inc. may initiate collection action against patients for their required co-payments and deductibles.(5) Holyoke Medical Center, Inc. may continue collection action on any low income patient for services rendered prior to the low income patient determination, provided that the patient's low income patient status has been terminated or expired. However, once a patient is determined to be eligible and enrolled in the Health Safety Net, MassHealth or certain Commonwealth Care programs, Holyoke Medical Center, Inc. will cease collection action for services rendered prior to the beginning of their eligibility.(6) Holyoke Medical Center, Inc. may pursue collection action against low income patients for services other than eligible services for which the patient has agreed to be responsible, provided Holyoke Medical Center, Inc. obtained the patient's prior written consent to be billed for the services. Holyoke Medical Center, Inc. will not bill low income patients for claims denied by the patient's primary insurer resulting from an administrative or billing error unless the error was initiated by patient/ guarantor.(7) Holyoke Medical Center, Inc. will not undertake collection action against an individual who has been approved for ER Bad Debt Medical Hardship or medical hardship under the Massachusetts Health Safety Net Program with respect to the amount of the bill that exceeds the medical hardship contribution.b. With respect to low income patients injured in motor vehicle accidents, Holyoke Medical Center, Inc. will: (1) investigate whether the patient, driver and/or vehicle owner had a motor vehicle liability policy; (2) make every effort to obtain the third party payor information from the patient; (3) if the hospital has prior knowledge and is legally able, attempt to secure assignment on a patient's right to third party coverage on services provided due to an accident; (4) advise patient of duty to notify HSN/MassHealth within 10 days of filing TPL claim/lawsuit, (5) retain documentation of those efforts; (6) where applicable, submit a claim for payment to the motor vehicle liability insurer; and (7) if any portion of the claim was previously billed to the HSN, report any recovery to the HSN.c. Holyoke Medical Center, Inc. will not garnish a low income patient's or their guarantor's wages or execute a lien on the low income patient's or their guarantor's personal residence or motor vehicle unless: (1) Holyoke Medical Center, Inc. can show that the patient or their guarantor has the ability to pay; (2) the patient/guarantor did not respond to HMC requests for information or the patient/guarantor refused to cooperate with HMC to seek an alternative financial assistance program; or (3) for purposes of a lien, it was approved by Holyoke Medical Center, Inc.'s Board of Trustees on an individual case-by-case basis.d. Holyoke Medical Center, Inc. may cease any collection or billing actions against a patient who is unable to pay Holyoke Medical Center, Inc.'s bill at any time during the billing process, if the patient is eligible for assistance under financial assistance programs that HMC may, in its discretion, make available from time-to-time. Holyoke Medical Center, Inc. will keep any and all documentation that shows a patient met the criteria for such programs.e. Holyoke Medical Center, Inc. and its agents shall not continue collection or billing on a patient who is party to bankruptcy proceedings except to secure its rights as a creditor in the appropriate order.f. Holyoke Medical Center, Inc. and its agents will not charge interest on an overdue balance for a low income patient or for patients who are eligible for financial assistance programs that HMC may in its discretion make available from time-to-time. |
| Part VI, Line 2: | Holyoke Medical Center, Inc. (HMC) conducted a needs assessment of the communities it serves in conjunction with numerous community agencies. The assessment process took place with eight focus groups held in the communities we serve. One focus group was held at Morgan Elementary School with Community Based Organizations that included: The Boys and Girls Club, OneHolyoke CDC, EnLace De Familias, Holyoke Media, Nuestras Raices, Action Ambulance, South Holyoke Safe and Secure Neighborhood Organization and River Valley Counseling Center. Additional workshops were held with Holyoke Housing Authority residents, Chicopee Boys and Girls Club staff, Holyoke City Officials that included the Mayor's office, the Board of Health, the Holyoke Fire Department and the Holyoke Police Department. We held two workshops at Dean Vocational High School with two classes of High School aged healthcare students. We held a workshop at the South Hadley Senior Center and one workshop at the Holyoke Medical Center that included a number of different departments and representation from our sister organizations: River Valley Counseling Center, Visiting Nurses Association, and Hospice Life Care. HMC conducted over 20 stakeholder meetings that included meeting with four Council on Aging directors from Holyoke, South Hadley, West Springfield and Southampton, Holyoke Board of Health Director and staff, four area Mayors from Holyoke, Chicopee, South Hadley and Easthampton, the YMCA, Holyoke Housing Authority, Girls Inc, Superintendent of Holyoke Public Schools Dr Stephen Zrike, State Representative Aaron Vega, Captain Miguel Garces of the Salvation Army of Holyoke, and the Valley Opportunity Council WIC Coordinator. Also part of the process HMC sent out a 49 question survey in English and Spanish where close to 400 people responded. Partnering with these organizations and understanding their clients' health needs has allowed HMC to utilize our expertise and assessment of the population we serve to better formulate our community benefit initiatives. Based on the needs assessment, HMC determines which initiatives to continue and which programs to implement within our financial means. Key Objectives:The objective of the Holyoke Medical Center's Community Health Needs Assessment was to:1. Identify key health issues and concerns facing residents of Holyoke Medical Center's primary service area.2. Identify communities that are experiencing health disparities3. Look at other contributing factors that create barriers to living healthier lives.CHNA Conclusions: Holyoke Medical Center gathered comments put forward from the community and narrowed the list down to the top common priority areas from the community input. HMC also developed a set of principles to help determine our highest priorities and guide our decision-making process regarding community benefits. Holyoke Medical Center's goals are to: - Increase access to care centered around the Social Determinants of Health - Serve vulnerable and underserved populations especially with chronic conditions- Greatest level of community concern and most consistent with the organization's strengthsSignificant Health Needs Identified in Order of Priority Include: Social and Economic Issues that Impact Health:1. Transportation2. Cultural awareness3. Employment training for youth4. Housing Security and HomelessnessAccess to Healthcare in the following areas:1. Primary Care2. Mental health services3. Affordable medications4. Assistance with finances and insurance5. Educational resources6. Healthy food7. Affordable housingCommunication Assistance Needed to Improve Health Outcomes:1. Understanding of Doctor's Instructions2. Simplified terminology by providers for patients understanding3. Instructions provided in native language (written and spoken)4. Promotion of educational resources and support groups5. Social Interactions for Seniors6. Medication managementHealth1. Pain management2. Substance use of drugs and alcohol3. Mental health4. Upper respiratory disease5. Asthma6. Obesity7. Dementia and Alzheimer's8. DiabetesIt is important not to overlook the substantial contribution that the hospital makes to the community through our many educational programs, free flu shots, and our support of community events. HMC will continue to monitor these programs for their need and effectiveness in the community, and, working with our community partners, assess for gaps in the needs of the community that are not being filled.The CHNA was conducted using a social determinant of health framework as it is recognized that social and economic determinants of health contribute substantially to population health. It has been estimated that less than a third of our health is influenced by our genetics or biology. Our Health is largely determined by the social, economic, cultural, and physical environments that we live in and the healthcare we receive.Among these "modifiable" factors that impact health, social and economic factors are estimated to have the greatest impact. The County Health Rankings model, developed by the Robert Wood Johnson Foundation and the University of Wisconsin Population Health Institute, estimates the extent to which these modifiable factors contribute to health based on reviews of the scientific literature and a synthesis of data from a number of national sources. It is estimated that social and economic factors account for 40% of our health, followed by health behaviors (30%), clinical care (20%), and the physical environment (10%). Many health disparities occur as a result of inequities in these determinants of health.In addition to all of the community meetings, stakeholder meetings and survey, HMC hired MySidewalk to help collect data from a large number of sources that include, USDA, US Census, local data and hospital data and helped HMC develop an online version of our CHNA that will be updated annually and not have to wait for three years for the next CHNA. The Implementation Plan was completed with our Community Benefits Advisory Committee meeting over several months to help develop. Members include:- Salvation Army of Greater Holyoke- Holyoke YMCA- One Holyoke CDC- Holyoke Housing Authority- Holyoke Boys and Girls Club- River Valley Counseling Center- Nurse Navigation/Community Health Worker- Providence Ministries for the Needy- Holyoke Health Center- Holyoke Medical Center Behavioral Health- Holyoke Medical Center ACO Operations |
| Part VI, Line 3: | 1) General Principles:Holyoke Medical Center, Inc. or its agents will assist uninsured and underinsured patients with the process of applying for available financial assistance programs that may pay for some or all of their hospital bills. In order to help uninsured and underinsured patients find and apply for available financial assistance, HMC will provide all patients with a general notice of the availability of programs by way of posted notices throughout HMC and by way of individual notices to patients. The goal of these notices is to inform patients regarding the availability of financial assistance, as well as assistance with the application process. Holyoke Medical Center, Inc. will assist patients with the application process for the following Massachusetts programs: MassHealth, Commonwealth Care, CMSP, Healthy Start, Health Safety Net, and Medical Hardship through the Health Safety Net. Holyoke Medical Center, Inc. will provide, upon request, specific information about: (a) the eligibility criteria to be a low income patient under the Massachusetts Health Safety Net program or (b) additional financial assistance programs that HMC may in its discretion make available to low income patients from time-to-time. Holyoke Medical Center, Inc. will also notify the patient about available payment plans that may be available to them pursuant to HSN regulations.2) Role of Hospital Patient Financial Counselors and Other Finance Staff:Holyoke Medical Center, Inc. will attempt to identify available coverage options for patients who may be uninsured or underinsured when the patient is scheduling services, while the patient is at HMC, upon discharge and for a reasonable time following discharge. Holyoke Medical Center, Inc. will direct all patients seeking available coverage options to HMC's Patient Financial Counseling office for eligibility screening and assistance with the application process, including the application process for financial assistance programs that HMC may in its discretion make available to low income patients from time-to-time.Holyoke Medical Center, Inc. will also provide information on how to contact the appropriate staff within the hospital's Finance Department to verify the accuracy of the hospital bill or to dispute certain charges.3) Notification Practices:Holyoke Medical Center, Inc. will post a notice (signs) of availability of financial assistance in the following locations:a. Service delivery areas (e.g., inpatient, clinic, emergency department admission and/or registration areas);b. Patient financial counselor areas;c. Central admission/registration areas; and/ord. Business office areas that are open to patients.Posted signs will be clearly visible and legible to patients visiting these areas. The hospital will also include a notice about the availability of financial assistance in all initial bills.When a patient contacts the hospital, the hospital finance staff will attempt to identify if a patient qualifies for a public financial assistance program or a payment plan. A patient who is enrolled in a public financial assistance program (e.g., MassHealth or the Health Safety Net) may qualify for certain plans. Patients may also qualify for additional assistance based on the hospital's own internal criteria for financial assistance or qualify for coverage of services as a medical hardship based on the patient's documented income and allowable medical expenses.For cases in which the hospital is using the Virtual Gateway application, the hospital will assist the patient in completing the application for MassHealth, Commonwealth Care, Children's Medical Security Plan, Health Start, Health Safety Net, or other forms of financial assistance programs as they become part of the Virtual Gateway program.All signs and notices shall be translated into languages other than English if such language is primarily spoken by 10% or more of the residents in the hospital service area, which is based on the hospital admissions and/or discharge information. |
| Part VI, Line 4: | The service area for Holyoke Medical Center includes nine communities, three of which are located in Hampden County (Chicopee, Holyoke, and West Springfield) and six of which are located in Hampshire County (Belchertown, Easthampton, Granby, South Hadley, Southampton, and Westhampton). The total population of the service area is over 171,303 people. The three largest communities in the service area - Holyoke, Chicopee and West Springfield - are located in Hampden County and contain two-thirds of the service area's population. Approximately 89% of the population in the Holyoke Medical Center service area lives in urban areas. Urban areas consist of census tracts and/or blocks meeting the minimum population density requirement (2,500-49,999 for urban clusters and over 50,000 for urbanized areas) or are adjacent and meet additional criteria. The median ages in these cities hover near the Hampden County median age of 39.1 years old. Racial and ethnic diversity is more common in the three largest communities in the service area, where over 15% of the population identifies as Black or African American, American Indian, Asian, or some other race. There is also a sizeable Hispanic or Latino population in this service area, where 54% of the population of Holyoke and 21% of the population in Chicopee identifies as such. In Holyoke, 47.5% of the population speaks a language other than English at home. In Chicopee and West Springfield over 20% of the population speaks a language other than English at home. Public transit access is facilitated by the Pioneer Valley Transit Authority, which provides bus service to all but one of the nine communities (Westhampton). Paratransit services are offered throughout the service area for people with disabilities within 3/4 mile of a fixed route in order to facilitate access to medical care.Economically, there is significant variation between communities in the Holyoke Medical Center service area. Annual per capita income in the service area is $37,185, which is considerably less than the state average of $46,241. On a community-level, there is wide variation, with the per capita income ranging from $23,931 in Holyoke to $48,043 in Belchertown (ACS, 2010-2014). In this service area, the overall percentage of those who pay more than 30% of their income for housing costs is 48. Again, these figures vary within the service area, where 50% of renters and owners in Holyoke are cost-burdened, versus 30% and 31% in Easthampton and Westhampton, respectively. Approximately 16% of Holyoke Medical Center service area residents live below the federal poverty level, as compared to 13.8% of Hampden County residents and the state rate of 10%. The child poverty rate for the Holyoke Medical Center service area is 22%, which is lower than that of Hampden County (25.1%), but higher than that of state (13.2%). At the community level, these rates vary widely. In Holyoke, the overall poverty rate is 29%, and the child poverty rate is nearly 50% - over three times the state rate.As a whole, 85% of the population has a high school diploma, with rates varying from 79% in Holyoke to over 96% in Easthampton and Belchertown. The service area's unemployment rate is 5.7%. The unemployment rate is based on the number of people who are either working or actively seeking work. Some communities struggle with unemployment rates more so than others - Holyoke and Chicopee have rates at 6%, while Belchertown and Easthampton have unemployment rates below 5%. The service industry is the largest employment sector in the area, but the manufacturing and wholesale and retail trade industries are also strong economic drivers in this service area. |
| Part VI, Line 5: | The impact of Holyoke Medical Center, Inc.'s (HMC) outreach efforts are evidenced by the fact that countless service agencies rely on HMC to ensure their own success. Among the key accomplishments were:Transportation: We continue to provide free transportation services for access to hospital services and neighboring medical practices. We shuttles that travel throughout the community and stop at various public transportation routes, senior high rise apartments, and a local health center. We also offer door to door shuttle to those that have difficulty getting to the bus stops and also offer a shuttle service for people to get around our campus. We have increased our routes to include two additional locations based on the need in the community.Public School Events: We provide services for various school systems in the community including education, volunteerism, sponsorship and internships. The need is based on improving quality of health, workforce development and health career education and providing information. We have many partnerships within the schools and respond to their needs as they arise. Currently we work with Chicopee and Holyoke's homeless coalition. HMC participates in the School's health advisory committee, High School redesign team, school attendance committee, internships and job shadowing committees. We have worked with the Holyoke Public Schools to offer behavioral health support and education for teachers. We have hosted and coordinated large gatherings of teachers from all over the area to create Trauma Informed Communities. Lastly, we have worked on a more robust internship program.Dementia Collaborative: We have participated in the Dementia Friendly Community Collaborative that works with surrounding communities to make physical changes, as well as education on how to approach someone with dementia, especially first responders. Currently we are concentrating on the communities of South Hadley and Holyoke. Fill the Back Pack Program: Holyoke Medical Center sits on the coordinating committee which assists impoverished children with regard to school supplies by participating in the "Fill the Back Pack Program". Historically there have been about 2000 students served within the Flats section of the city, a low income neighborhood in Holyoke. We also provide our Nurse Navigators and Community Health Workers to offer education and health screenings.South Holyoke Safe and Secure Neighborhood Initiative: Holyoke Medical Center participates in the South Holyoke Safe and Secure Neighborhood Initiative, which is a partnership between local, state and federal law enforcement; city and state government; civic and human service organizations; faith based organizations; the business community; education providers; property managers; and residents that come together with a goal to create a safe, healthy and economically viable neighborhood through information sharing, referrals and community efforts in the South Holyoke neighborhood. We participate with our Nurse Navigators and Community Health Workers at their events providing nutrition, mental health and health education and screenings. This is another challenged neighborhood in downtown Holyoke with under-performing schools and many neighborhood challenges. We held one of our public meetings for our (CHNA) Community Health Needs Assessment at the same school in an attempt to gather input from one of Holyoke's most challenged neighborhoods.Holyoke Medical Center also partnered with Revitalize CDC to offer help in the home of children that are struggling with asthma. HMC is able to offer cleaning products, cleaning instruction and HEPA filter vacuums. Revitalize CDC is able to make physical repairs in the home, which is something that was needed in order to continue to keep the child safe and healthy after the cleaning is done. We implement the Childhood Asthma Control Test in the Emergency Department and a referral system to PCPs for disease specific follow up. This intervention model triggers the pediatrician to institute an action plan for the child and parent. HMC provides a variety of behavioral health services including community liaison work, education and transportation through LYFT. We also provide narcan right in the emergency room for anyone coming in with a drug overdose and can start them on suboxone. We also provide a variety of behavioral health services including community liaison work, education and reaching out to organizations that provide support services to at-risk children and teens in Holyoke including the Boys and Girls Club, Holyoke Public Schools, and MassHire Program. We offer internships to local colleges in an effort to support a future workforce of local residents. The students work with our Doctors and specialists for the full time they are here. We also have a robust summer internship for "youth at risk" that are interested in getting into the health field. They work for us for 6 weeks, 20 hours a week throughout the hospital. The students are required to go through HMC's new employee orientation and other workshops to learn their role here at the hospital.Let's Move 5-2-1-0: We participate in Let's Move Holyoke 5-2-1-0 with the Holyoke Health Center as the lead, along with other community based organizations and local schools. This initiative provides educational outreach, supporting materials and training on healthy eating and physical activity with children and their families, as well as supporting a large, diverse group of Holyoke agencies and organizations. Holyoke Medical Center is taking more of a lead this year and has written this initiative into the Implementation Plan to do more community outreach with the 5210 partners. HMC continues to provide education within the surrounding communities, including medical topics about high rates of diet and exercise related diseases (obesity, diabetes, stroke, heart disease). We have also started to create educational videos that we put on Holyoke, Chicopee and South Hadley's Cable Access Channels so that we are getting important information to more people in the community. This year, we worked with the Holyoke Public Schools to understand what their most challenging needs are so that we can create educational videos around those topics, which included; walking to school in the cold weather if your child has asthma and the importance of immunizations. We expanded our community dinner to two evenings a month in our hospital cafeteria and then switched to drive up when Covid hit our community. We give out tickets to the Salvation Army, Providence Ministries for the Needy, the Holyoke Boys and Girls Club, Womenshelter Companeras, Holyoke Public Schools Homeless Family Coordinator, and En Lace De Families to hand out to their needy families. They get a warm healthy meal on the second Tuesday of the month and the last Thursday of the month. We average 120 adults and children.5-2-1-05-2-1-0 Let's Go! is a nationally recognized childhood obesity prevention program implemented throughout Holyoke and in communities as far as Maine. It partners with schools, child care and out-of-school programs, health care practices and community organizations to change environments where children and families live, learn, work, and play.Lung Cancer ScreeningHMC provides CT Lung Cancer Screening Services. Studies have shown that Low Dose Lung Cancer Screening Cat Scans can lower the risk of death from lung cancer by 20% in people who are at high risk. HMC has committed the following staffing resources for this service: Radiologist, Technologist for scan, PCP and Nurse Navigator.Nutrition for the Cancer PatientHMC ensures access to care for all oncology patients with lack of food access or financial hardship. Upon admission, patients are evaluated to assess needs and follow-up services are provided.Survivorship with all cancer patientsA survivorship care plan is started for all cancer patients. Patients are considered survivors from the beginning of their journey to the end.Transportation ServicesIf you live in Holyoke and need help getting to and from the medical center campus, Holyoke Medical Center offers a van service with no appointment necessary available Monday through Friday between the hours of 7:30 a.m. and 5 p.m.See Continuation... |
| Part VI, Line 6: | Holyoke Medical Center is a 198-bed facility with over 1,200 employees serving individuals and families throughout the Pioneer Valley. The medical staff includes more than 300 physicians and consulting staff. Among some of the top-rated services at Holyoke Medical Center is the award winning Holyoke Medical Center Stroke Service which has been consistently rated as one of the best in the state. Areas of clinical emphasis also include behavioral health, critical care, emergency care, orthopedics, oncology, rehabilitation, women's health services, speech and hearing, bariatric, and wound care services.Holyoke Medical Center is a member of Valley Health Systems, which also includes the affiliates Holyoke Visiting Nurse Association & Hospice Life Care, Western Mass Physician Associates, and River Valley Counseling Center. For more information, please visit www.HolyokeHealth.com.The mission of Holyoke Medical Center and the affiliated healthcare system is to serve the health needs of the community in a high quality and efficient manner. To this end, Holyoke Medical Center shall:- Provide compassionate care to all whom it serves with a commitment to cultural diversity in our programs and workforce, and the development of cultural competencies in our workforce so that we may better serve our patients;- Identify and serve those needs which are prevalent and substantial in the community as a whole or within major population groups, and which can be adequately met by the provision of basic primary and secondary health care services;- Provide information, education, and expertise to our community in order to promote the general health of its citizens;- Provide an environment of excellence and growth in which health care professionals can use their skills and abilities to the fullest extent possible; - Provide competitive wages and benefits, as well as safe and dignified working conditions, for all employees;- Ensure financial responsibility in the operation of the Medical Center in order to guarantee the future viability of our mission;- Provide a formal, public, and ongoing program of community benefits, in cooperation with community individuals and organizations, to improve the health status of the public including especially the medically and economically vulnerable. |
| Part VI, Line 7, Reports Filed With States | MA |
| Part VI, Line 5: | Continuation...Other Community Health InvolvementOversaw emergency ambulance services for the City of Holyoke in conjunction with American Medical Response;Operated the only Emergency Department in the City of Holyoke, providing emergency medical and behavioral health services to the community 24 hours a day, 7 days a week, 365 days per year;Provided a variety of behavioral health services, including community liaison work with agencies in the mental health community in order to improve the provision of behavioral health/psychiatric services for community members, education lectures and provided transportation to members of the community who do not have their own transportation and are in need of partial hospitalization or intensive outpatient levels of care for mental health treatment;Educated and implemented programs to promote access to primary and preventative care, utilizing medical and professional staff to educate the community to encourage routine medical screenings, education on speech and hearing issues, preventing pulmonary disease, and behavioral health issues. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Valley Blue Sox Foundation Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Congress Street 1100 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 841880796 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Purpose Of Grant | Sponsorship of summer collegiate baseball team | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Hospital awarded sponsorship and grants to various 501(c)(3) public charities or municipalities, additional monitoring is not deemed necessary. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Noah J Epstein MD | ||||||||||||||
| Orthopedic Surgeon | $1,047,794 | $0 | $0 | $0 | $0 | $0 | $2,850 | $0 | $20,279 | $0 | $1,070,923 | $0 | $0 | $0 |
| Spiridon E Hatiras | ||||||||||||||
| President & CEO, Clerk | $0 | $802,073 | $0 | $0 | $0 | $0 | $0 | $46,887 | $0 | $19,883 | $0 | $868,843 | $0 | $0 |
| Alexander Berry MD | ||||||||||||||
| Urologist | $823,723 | $0 | $0 | $0 | $0 | $0 | $2,850 | $0 | $20,279 | $0 | $846,852 | $0 | $0 | $0 |
| Stanley Swierzewski III MD | ||||||||||||||
| Urologist | $798,799 | $0 | $0 | $0 | $0 | $0 | $2,850 | $0 | $20,279 | $0 | $821,928 | $0 | $0 | $0 |
| Nirav R Sheth MD | ||||||||||||||
| Cardiologist | $728,695 | $0 | $0 | $0 | $0 | $0 | $2,850 | $0 | $20,279 | $0 | $751,824 | $0 | $0 | $0 |
| Khaled A Instrum MD | ||||||||||||||
| Orthopedic Surgeon | $699,719 | $0 | $0 | $0 | $0 | $0 | $2,850 | $0 | $17,366 | $0 | $719,935 | $0 | $0 | $0 |
| Michael Koziol | ||||||||||||||
| Treasurer & CFO (end Jan 21) | $0 | $360,379 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,271 | $0 | $380,650 | $0 | $0 |
| Debra Panitch MD | ||||||||||||||
| Director/General Surgeon | $354,861 | $0 | $0 | $0 | $0 | $0 | $2,850 | $0 | $9,648 | $0 | $367,359 | $0 | $0 | $0 |
| Simon Ahtaridis MD | ||||||||||||||
| Director/Med. Director | $307,494 | $0 | $0 | $0 | $0 | $0 | $2,850 | $0 | $20,191 | $0 | $330,535 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | The compensation for the Organization's CEO was established by a related organization, Valley Health Systems, Inc. That organization established the CEO's compensation by using a compensation committee and a compensation study. The compensation was also approved by the System's compensation committee. |
| Part I, Line 4b | Holyoke Medical Center adopted a 457(f) non-qualified deferred compensation plan that became effective as of July 1, 2017. The Plan allows for eligible individuals and employees of the Medical Center to receive benefits under the Plan until the attainment of age 65. Non-elective contributions made for a Plan participant are tracked and will vest separately based on anniversaries of participants' employment. Each contribution will be 0% vested until the participant reaches the end of their second year of employment after each contribution. Each contribution will become 100% vested as of the last day of the 2nd year of a participant's employment, if the participant is still employed on that date. Only eligible employees are participants in the plan, and the plan does not allow for employee elective deferrals or employer matches. For the 2020 Tax Year, Spiros Hatiras received 457(f) contributions of $44,037 under the Plan. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Development Finance Agency | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2015-12-18 | BondIssuedDt |
| Issue Price | $15,000,000 | IssuePriceAmt |
| Purpose | Construction of Addition to Hospital Facility & Parking Lot | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $15,000,000 | TotalProceedsAmt |
| Capitalized Interest | $509,511 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $622,161 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $16,940,433 | CapitalExpendituresAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part III; Part IV; and Part V | FormAndLineReferenceDesc |
| Explanation | Although formal written policies are not in place to ensure that violations are timely identified and corrected, the bonds issuer, monitors regulation Sections 1.141-12, 1.145-2, and 148 requirements for the Organization. Furthermore, the Organization works closely with bond counsel to monitor any lease agreements or management service contracts that have the potential to result in private business use and to ensure that safeguards are in place to take appropriate and timely remedial action should any violations of federal tax requirements occur. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Certain officers and directors of Holyoke Medical Center, Inc. are employed by a related tax-exempt organization which has common officers and/or directors. By virtue of this arrangement, certain individuals listed in Form 990, Part VII have a business relationship with one another. |
| Form 990, Part VI, Section A, line 6 | The sole member of Holyoke Medical Center is Valley Health Systems, Inc. |
| Form 990, Part VI, Section A, line 7a | Valley Health Systems, Inc. elects the members of the governing body of Holyoke Medical Center, Inc. Valley Health Systems, Inc. also has the power to remove any member of the governing body, with or without cause, at any time by giving written notice to such governing body member. |
| Form 990, Part VI, Section A, line 7b | Significant decisions of the governing body of Holyoke Medical Center, Inc. are subject to the approval of Valley Health Systems, Inc. as specified in the Organization's bylaws. |
| Form 990, Part VI, Section B, line 11b | A copy of the Hospital's Form 990 was provided to each voting member of the governing body prior to its filing with the Internal Revenue Service. The Form 990 was prepared with the assistance of an independent public accounting firm and thoroughly reviewed by the Senior Vice President of Finance and CFO and key financial staff of the Hospital prior to distributing it to the governing body for review. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy of Holyoke Medical Center, Inc. (HMC) is monitored and enforced as part of the Valley Health Systems, Inc. System and is reviewed annually by the System's conflict of interest committee. HMC board members, officers, and key employees complete and sign a conflict of interest questionnaire annually. All signed questionnaires are then submitted to HMC and to Valley Health Systems, Inc. (parent) for review and monitoring. |
| Form 990, Part VI, Section B, line 15 | The compensation committee of the Valley Health System, Inc. utilizes a market compensation survey to recommend to the Board the approval of its determination of the appropriate compensation of the Chief Executive Officer. During that process, the Committee also reviews the compensation levels of other senior management and key employees of the System. These individuals are not members of the compensation committee and do not participate in this process. The CEO, as a member of the Board of VHS, does not participate in the approval process of that officer's compensation. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements of Valley Health Systems and Affiliates, which includes supplemental information of the filing entity, are available to the public upon request at the Organization's administrative office at 575 Beech Street, Holyoke, MA. |
| Form 990, Part VII: | Simon Ahtaridis, MD, and Debra Panitch, MD are listed on Form 990, Part VII as voting members of the Hospital's board of directors. In accordance with IRS instructions, each has reportable compensation and benefit information disclosed on Part VII. However, each person is a licensed, full-time physician employee of the Hospital or one of its affiliates and their compensation and benefits represents remuneration in their capacity as such. No part of their reportable compensation or benefits is paid in their capacity as board members of the Hospital. |
| Form 990, Part IX, line 11g | Professional Fees: Program service expenses 14,189,374. Management and general expenses 6,781,980. Fundraising expenses 0. Total expenses 20,971,354. Physician Fees: Program service expenses 421,406. Management and general expenses 180,477. Fundraising expenses 0. Total expenses 601,883. Collection Fees: Program service expenses 0. Management and general expenses 153,636. Fundraising expenses 0. Total expenses 153,636. |
| Form 990, Part IX, Column D: | All philanthropic and solicitation activity is carried out by Holyoke Medical Center affiliates. Therefore, no expenses have been allocated as fundraising expenses on Form 990, Part IX. |
| Form 990, Part XI, line 9: | Equity Transfer to Affiliates -2,477,000. Change in Beneficial Interest - VHS 421,587. Pension Related Charges 17,326,606. |
| Form 990, Part XII, Line 2c: | The audit process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Community Health Foundation of Western Mass Inc | |||||||||||
| 575 Beech Street | Holyoke | MA | 01040 | 222568962 | Raise & Invest Funds for Affiliates | MA | 501(c)(3) | Line 7 | Valley Health Systems Inc | 0 | |
| H-C Management Services Inc | |||||||||||
| 20 Hospital Drive | Holyoke | MA | 01040 | 222515981 | Supporting Organization | MA | 501(c)(3) | Line 12b, II | Valley Health Systems Inc | 0 | |
| Holyoke Visiting Nurse Association Inc | |||||||||||
| 575 Beech Street | Holyoke | MA | 01040 | 042104310 | Home Health Care | MA | 501(c)(3) | Line 10 | Valley Health Systems Inc | 0 | |
| MassWest Services Inc | |||||||||||
| 575 Beech Street | Holyoke | MA | 01040 | 222515964 | Health Care | MA | 501(c)(3) | Line 12b, II | Valley Health Systems Inc | 0 | |
| River Valley Counseling Center Inc | |||||||||||
| 187 High Street | Holyoke | MA | 01040 | 042174657 | Outpatient Mental Health | MA | 501(c)(3) | Line 10 | Valley Health Systems Inc | 0 | |
| Valley Health Systems Inc | |||||||||||
| 20 Hospital Drive | Holyoke | MA | 01040 | 042103583 | Health Care | MA | 501(c)(3) | Line 7 | 0 | N/A | |
| Western Mass Physician Associates Inc | |||||||||||
| 15 Hospital Drive | Holyoke | MA | 01040 | 043202198 | Medical Care Services | MA | 501(c)(3) | Line 3 | MassWest Services Inc | 0 | |
| William Skinner TUA-Holyoke Hospital Trust | |||||||||||
| PO Box 1802 | Providence | RI | 029011802 | 046035855 | Grantmaking | MA | 4797(a)(1) | PF | Valley Health Systems Inc | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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