2025-08-11T09:18:58-05:00 2024-09-30 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET SUITE 2800 MINNEAPOLIS MN 55402 990 2023-10-01 042790311 BAYSTATE MEDICAL CENTER INC BAYS 4137940000 759 CHESTNUT STREET SPRINGFIELD MA 01199 LAURIE MARTIN CFO & TREASURER 4137940000 2025-08-04 1 0 CHRIS MESKIMEN P01314196 6123974000 2023 2025-03-06 01:10:19Z LAURIE MARTIN 759 CHESTNUT STREET SPRINGFIELD MA 01199 2354100797 0 X WWW.BAYSTATEHEALTH.ORG X 1983 MA THE MISSION OF THE ORGANIZATION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES EVERY DAY, WITH QUALITY AND COMPASSION. 21 16 11035 347 34170806 0 69376365 18957706 1598776357 1686330216 7750622 16948656 77642139 92830445 1753545483 1815067023 12713500 8887935 0 0 716172555 729667769 0 0 0 1004975462 1032991075 1733861517 1771546779 19683966 43520244 1607948248 1668673390 848314942 728412406 759633306 940260984 X THE MISSION OF THE ORGANIZATION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES EVERY DAY, WITH QUALITY AND COMPASSION. 0 0 880373377 8887935 806500203 INPATIENT HEALTHCARE SERVICES - PROVIDING INPATIENT COMMUNITY-BASED MEDICINE AND TERTIARY CARE TO THE SURROUNDING REGION. SERVICES ARE AVAILABLE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. DURING FY24, BAYSTATE MEDICAL CENTER, INC. PROVIDED 241,130 PATIENT DAYS OF INPATIENT SERVICES, WITH 44,630 DISCHARGES. 582805011 544772123 OUTPATIENT HEALTHCARE SERVICES - PROVIDING OUTPATIENT CLINICAL SERVICES TO THE SURROUNDING REGION. SERVICES ARE AVAILABLE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. DURING FY24, BAYSTATE MEDICAL CENTER, INC. HAD 346,127 OUTPATIENT VISITS. 69721055 50654819 EMERGENCY DEPARTMENT SERVICES - PROVIDING EMERGENCY DEPARTMENT SERVICES TO THE SURROUNDING REGION. SERVICES ARE AVAILABLE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. DURING FY24, BAYSTATE MEDICAL CENTER, INC. HAD 111,652 EMERGENCY DEPARTMENT VISITS. 119733272 370641621 PROVIDING PHARMACY AND SUPPORT SERVICES TO THE SURROUNDING REGION. SERVICES AVAILABLE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. 119733272 370641621 1652632715 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 1 0 1 362 0 1 11035 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 16 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 1 MA X LAURIE MARTIN 4137940000 759 CHESTNUT STREET SPRINGFIELD MA 01199 X MARK A KEROACK MD TRUSTEE (THRU 6/3/24)/PRESIDENT & CEO - BH 1.00 49.00 X 0 2714007 44265 NICOLAS JABBOUR MD TRUSTEE (AS OF 1/1/24)/CHAIR DEPT. OF SURGERY 1.00 49.00 X 0 1026932 56490 KEVIN P MORIARTY MD TRUSTEE (THRU 12/31/23)/CHIEF PED SURGERY 1.00 49.00 X 772803 0 54493 WAYNE DUKE MD TRUSTEE/ASSOCIATE PATHOLOGIST 50.00 0.00 X 517957 0 53098 AKINYELE K LOVELACE DO TRUSTEE/PER DIEM INTERNIST 1.00 49.00 X 102600 0 4617 SARA ROURKE MD TRUSTEE/PER DIEM URGENT CARE PHYSICIAN 1.00 49.00 X 31250 0 1719 COLLEEN W HOLMES VICE CHAIR/TRUSTEE 1.00 7.00 X X 0 0 0 HARRIET A DEVERRY CHAIR/TRUSTEE 1.00 7.00 X X 0 0 0 PETER D BANKO TRUSTEE (AS OF 6/4/24)/PRESIDENT & CEO - BH 1.00 49.00 X X 0 0 0 ANTONIO E DOS SANTOS TRUSTEE 1.00 5.00 X 0 0 0 CLAUDIA R COPLEIN DO TRUSTEE 1.00 5.00 X 0 0 0 DENISE R JORDAN TRUSTEE 1.00 5.00 X 0 0 0 ELIZABETH CARDONA TRUSTEE (THRU 12/31/23) 1.00 4.00 X 0 0 0 IRENE RODRIGUEZ-MARTIN TRUSTEE 1.00 5.00 X 0 0 0 JAMES R PHANEUF TRUSTEE (THRU 12/31/23) 1.00 4.00 X 0 0 0 JULIE QUINK TRUSTEE (AS OF 1/1/24) 1.00 5.00 X 0 0 0 LINDA THOMPSON TRUSTEE 1.00 5.00 X 0 0 0 MADELINE LANDRAU TRUSTEE (AS OF 1/1/24) 1.00 5.00 X 0 0 0 MARIA P GONCALVES TRUSTEE 1.00 6.00 X 0 0 0 MARK A O'CONNELL TRUSTEE 1.00 5.00 X 0 0 0 PAUL C PICKNELLY TRUSTEE 1.00 5.00 X 0 0 0 PAUL R MURPHY TRUSTEE (THRU 12/31/23) 1.00 4.00 X 0 0 0 RICHARD BOSSIE TRUSTEE 1.00 5.00 X 0 0 0 ROBERT J BACON TRUSTEE 1.00 5.00 X 0 0 0 RUTH H CONSTANTINE TRUSTEE 1.00 5.00 X 0 0 0 WILLIAM R WEBBER TRUSTEE 1.00 5.00 X 0 0 0 RAYMOND MCCARTHY TRUSTEE/SVP, CFO & TREASURER BH 10.00 40.00 X 0 1181243 29919 SAMUEL SKURA TRUSTEE/PRES BMC SVP 48.00 2.00 X 0 1016222 186721 KRISTIN R DELANEY CLERK/DIR CORP GOVERNANCE 1.00 49.00 X 0 176880 40432 NANCY REMILLARD ASST. CLERK OF THE CORP 1.00 49.00 X 0 63112 13612 DOUGLAS SALVADOR MD SVP/CQO BH, CMO BMC 40.00 10.00 X 0 831740 53642 JOANNE MILLER VP/CHIEF NURSING OFFICER 50.00 0.00 X 0 442833 34805 PETER FRIEDMANN MD ASSOC DEAN CHIEF RES OFFICER 50.00 0.00 X 479261 0 47359 PETER LINDENAUER MD ASST DEAN POPULATION HEALTH 50.00 0.00 X 463358 0 38836 JASMINE J PAADAM MD CIS PHYSICIAN LEADER 50.00 0.00 X 351046 0 21807 CHRISTIAN LAGIER VP DIGITAL INNOVATION/EXEC DIR OF TECHSPRING 50.00 0.00 X 324703 0 45175 AARON J MICHELUCCI VP CLINICAL SUPPORT SERVICES 50.00 0.00 X 303464 0 55280 MARION MCGOWAN FORMER DIRECTOR/EVP, COO-BH 0.00 0.00 X 0 15619 380 3346442 7468588 782650 1243 1 1 1 BAYSTATE ADMINISTRATIVE SERVICES IN 759 CHESTNUT ST SPRINGFIELD MA 011990001 MANAGEMENT SERVICES 100364814 BAYSTATE MEDICAL PRACTICES INC 759 CHESTNUT ST SPRINGFIELD MA 011990001 MEDICAL, EDUCATIONAL & CLINICAL SERVICES 93413901 SHIFTWISE 1800 SW 1ST AVE SUITE 510 PORTLAND OR 97201 CONTRACT SERVICES 37234620 SHIELDS SPECIALTY PHARMACY 1200 HANCOCK ST 300 QUINCY MA 02169 MANAGEMENT SERVICES 17607904 LABCORP OF AMERICA PO BOX 12140 BURLINGTON NC 12140 MANAGEMENT SERVICES 5567208 127 5732403 11844476 1380827 18957706 INPATIENT REVENUE 621990 884481411 884481411 OUTPATIENT REVENUE 621990 760175200 726022731 34152469 SPONSORED PROGRAM REV. 621990 17293101 17293101 MCD WAIVER SAFETY NET 621990 16988754 16988754 INTERCOMPANY REVENUE 621990 5163261 5163261 2228489 2228489 1686330216 17138978 17138978 159688 348854 -189166 -189166 -189166 493000000 45494598 497528412 41156508 -4528412 4338090 -190322 -190322 INTERCOMPANY CHARGES 621990 23854424 23854424 PHARMACY SERVICE 621990 18765830 18765830 CAFETERIA INCOME 621990 6762704 6762704 43636653 43618296 18337 20 93019611 1815067023 1738416297 34170806 23522214 X 8887935 8887935 77614 77614 584114177 532699324 51414853 29051664 26494479 2557185 73696152 67210096 6486056 42728162 38967623 3760539 72847217 70974264 1872953 279353 279353 663336 663336 76077 76077 227860080 215017413 12842667 109256 107981 1275 38620002 35342549 3277453 109387827 108346470 1041357 22503014 14056411 8446603 765850 706872 58978 2058776 1851241 207535 19224527 19224527 69445698 50271547 19174151 7648719 6464282 1184437 MEDICAL SUPPLIES 461501343 455932087 5569256 1771546779 1652632715 118914064 0 91755342 106209407 271360952 312628943 40180899 38584007 7477004 5992282 1796359031 1116780468 713719014 679578563 289263212 318247324 148418003 148638564 1550832 1550827 44222990 57243473 1607948248 1668673390 173340414 180135786 3179933 4551620 479500624 467716905 53630641 58636361 138663330 17371734 848314942 728412406 X 743682241 921746939 15951065 18514045 759633306 940260984 1607948248 1668673390 X 43520244 1835750 135271684 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 76077 76077 0 PART II-B, LINE 1: BAYSTATE MEDICAL CENTER, INC. PAYS MEMBERSHIP DUES TO THE MASSACHUSETTS HOSPITAL ASSOCIATION (MHA) $47,191 AND THE AMERICAN HOSPITAL ASSOCIATION (AHA) $28,886. THESE ORGANIZATIONS HAVE ADVISED US THAT PORTIONS OF THESE DUES ARE USED FOR LOBBYING PURPOSES FOR VARIOUS HEALTHCARE MATTERS AT THE STATE LEVEL. THE PORTION OF DUES LISTED AS LOBBYING EXPENSES FOR THE YEAR ENDING SEPTEMBER 30, 2024 IS $76,077. 15697770 15697770 968216460 458907651 509308809 3798327 3137411 660916 742927760 613354578 129573182 65718714 41380828 24337886 679578563 21478662 C SECURITIES OTHER 118191947 C SECURITIES REAL ESTATE 8967955 C 148638564 DUE TO AFFILIATED COMPANIES 338168 WMBH-LEASE GUARANTEE-L 7410557 PENSION LIABILITY 9623009 17371734 SCHEDULE D, PART V: CERTAIN ENDOWMENTS ARE HELD AT BAYSTATE HEALTH FOUNDATION, INC. (BHF), AN AFFILIATE, AND ARE REPORTED AS TEMPORARILY RESTRICTED AND PERMANENTLY RESTRICTED NET ASSETS. HOWEVER, PART V HAS NOT BEEN COMPLETED, AS IT IS BAYSTATE MEDICAL CENTER, INC. (EIN 04-2790311); THESE ENDOWMENTS HAVE ALREADY BEEN ADDRESSED ON BHF'S FORM 990 (EIN 04-3549011). 1 1 X 1 X 1 X 1 1 1 0 1 1 12096528 3570973 8525555 0.00480 385443027 306469875 78973152 0.04460 12388593 10427478 1961115 0.00110 409928148 320468326 89459822 0.05050 2264203 0 2264203 0.00130 73172393 26819705 46352688 0.02620 50966328 29901749 21064579 0.01190 33805733 24303063 9502670 0.00540 1044663 1044663 0.00060 161253320 81024517 80228803 0.04540 571181468 401492843 169688625 0.09590 32115 0 32115 0.00000 32115 32115 0.00000 1 10008604 588798 364722100 381672655 -16950555 X 1 1 1 1 BAYSTATE MEDICAL CENTER INC 759 CHESTNUT STREET SPRINGFIELD MA 01199 2339 X X X X X X BAYSTATE MEDICAL CENTER INC 1 0 0 1 X X X X X X X X X 21 1 1 1 1 X HTTPS://WWW.BAYSTATEHEALTH.ORG/CHNA X HTTPS://WWW.PUBLICHEALTHWM.ORG/ X X 1 21 1 BAYSTATEHEALTH.ORG/CHNA 0 1 X 150.000000000000 300.000000000000 X X X 1 1 X X X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X X 1 X 0 X 1 X 0 0 BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 5: BAYSTATE HEALTH HOSPITALS SERVE AS PART OF THE COALITION OF WESTERN MASSACHUSETTS HOSPITALS/INSURER (COALITION). THE COALITION IS A PARTNERSHIP BETWEEN TEN NON-PROFIT HOSPITALS AND ONE HEALTH INSURER IN WESTERN MASSACHUSETTS: BAYSTATE MEDICAL CENTER, BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE NOBLE HOSPITAL, BAYSTATE WING HOSPITAL, BERKSHIRE MEDICAL CENTER, COOLEY DICKINSON HOSPITAL, FAIRVIEW HOSPITAL, HOLYOKE MEDICAL CENTER, MERCY MEDICAL CENTER (A MEMBER OF TRINITY HEALTH NEW ENGLAND), NORTH ADAMS REGIONAL HOSPITAL, AND HEALTH NEW ENGLAND, A LOCAL HEALTH INSURER OWNED BY BAYSTATE HEALTH WHOSE SERVICE AREAS COVERS THE FOUR COUNTIES OF WESTERN MASSACHUSETTS. THE COALITION WAS FORMED IN 2012 TO BRING HOSPITALS WITHIN WESTERN MASSACHUSETTS TOGETHER TO SHARE RESOURCES AND WORK IN PARTNERSHIP TO CONDUCT THEIR TRIENNIAL COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS) AND ADDRESS REGIONAL NEEDS IDENTIFIED THROUGH THE CHNA. THE INPUT OF THE COMMUNITY AND OTHER IMPORTANT REGIONAL STAKEHOLDERS WAS AN IMPORTANT PART OF THE CHNA PROCESS. A WIDE RANGE OF STAKEHOLDERS TOOK PART IN THE 2022 CHNA PROCESS, INCLUDING LOCAL AND REGIONAL PUBLIC HEALTH AND HEALTH DEPARTMENTS, OTHER LOCAL MUNICIPAL AGENCIES, DIVERSE COMMUNITY-BASED ORGANIZATIONS, ADVOCACY ORGANIZATIONS, HEALTHCARE PROVIDERS, AND COMMUNITY RESIDENTS. THESE STAKEHOLDERS PROVIDED INPUT THROUGH A CHNA REGIONAL ADVISORY COUNCIL (RAC), FOCUS GROUPS, KEY INFORMANT INTERVIEWS, COMMUNITY CHATS, AND HOSPITAL COMMUNITY BENEFITS ADVISORY COUNCILS. ADDITIONALLY, COMMUNITY FORUMS WERE CONDUCTED TOWARDS THE END OF THE CHNA PROCESS TO VET PRELIMINARY FINDINGS WITH COMMUNITY MEMBERS. PLEASE REFER TO THE HOSPITALS' CHNA APPENDIX I FOR A COMPLETE LISTING OF PUBLIC HEALTH, COMMUNITY REPRESENTATIVES, AND OTHER STAKEHOLDERS INCLUDED IN THE PROCESS. THE CHNA RAC INCLUDED REPRESENTATIVES FROM EACH COALITION MEMBER HOSPITAL/INSURER, AS WELL AS PUBLIC HEALTH AND COMMUNITY STAKEHOLDERS FROM EACH HOSPITAL SERVICE AREA. STAKEHOLDERS ON THE RAC INCLUDED LOCAL AND REGIONAL PUBLIC HEALTH AND HEALTH DEPARTMENT REPRESENTATIVES; REPRESENTATIVES FROM LOCAL AND REGIONAL ORGANIZATIONS SERVING OR REPRESENTING MEDICALLY UNDERSERVED, LOW-INCOME OR POPULATIONS OF COLOR; AND INDIVIDUALS FROM ORGANIZATIONS THAT REPRESENT THE BROAD INTERESTS OF THE COMMUNITY. IN DECEMBER 2020 PREVIOUS RAC MEMBERS CONDUCTED A NEW STAKEHOLDER ANALYSIS TO ENSURE GEOGRAPHIC, SECTOR (E.G., SCHOOLS, COMMUNITY SERVICE ORGANIZATIONS, HEALTHCARE PROVIDERS, PUBLIC HEALTH, AND HOUSING), AND RACIAL/ETHNIC DIVERSITY OF RAC. THE RAC MET IN WORKGROUPS (DATA AND REPORTS, ENGAGEMENT AND DISSEMINATION, AND HEALTH EQUITY) TO GUIDE THE CONSULTANTS IN THE PROCESS OF CONDUCTING THE CHNA, PRIORITIZING COMMUNITY HEALTH NEEDS, CHNA FINDINGS, AND DISSEMINATION OF INFORMATION. ASSESSMENT METHODS AND FINDINGS WERE MODIFIED BASED ON THE RAC'S FEEDBACK. THE RAC CONSISTED OF ABOUT FIFTY PARTICIPANTS, INCLUDING COALITION MEMBERS AND CONSULTANTS. THE RAC MET MONTHLY FROM FEBRUARY 2021 THROUGH JULY 2022. KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WERE CONDUCTED TO GATHER INFORMATION USED TO IDENTIFY PRIORITY HEALTH NEEDS AND ENGAGE THE COMMUNITY. KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH HEALTH CARE PROVIDERS, HEALTH CARE ADMINISTRATORS, LOCAL AND REGIONAL PUBLIC HEALTH OFFICIALS, AND LOCAL LEADERS THAT REPRESENT THE INTERESTS OF THE COMMUNITY OR THAT SERVE MEDICALLY UNDERSERVED, LOW-INCOME, OR POPULATIONS OF COLOR IN THE SERVICE AREA. INTERVIEWS WITH LOCAL AND REGIONAL PUBLIC HEALTH OFFICIALS IDENTIFIED PRIORITY HEALTH AREAS AND COMMUNITY FACTORS THAT CONTRIBUTE TO HEALTH NEEDS. FOCUS GROUP PARTICIPANTS INCLUDED COMMUNITY ORGANIZATION REPRESENTATIVES, COMMUNITY MEMBERS (LOW SOCIO-ECONOMIC STATUS, PEOPLE OF COLOR, AND OTHERS), AND OTHER COMMUNITY STAKEHOLDERS. TOPICS INCLUDED, BUT WERE NOT LIMITED TO, ACCESS TO BASIC NEEDS, HEALTHCARE LANDSCAPE AND ACCESS, MENTAL HEALTH, AND DOMESTIC VIOLENCE. KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WERE CONDUCTED FROM FEBRUARY 2022 THROUGH MAY 2022. FOCUS GROUPS AND KEY INFORMANT INTERVIEWS ENGAGED RESIDENTS PRIMARILY IN HAMPDEN COUNTY, BUT ALSO ACROSS THE REGION. THE CHNA ALSO USED QUALITATIVE DATA FROM OTHER HOSPITAL SERVICE AREAS AS APPROPRIATE. BAYSTATE HEALTH HELD TWENTY-TWO CHATS, A COMMUNITY ENGAGEMENT APPROACH DEVELOPED DURING THE 2019 CHNA ITERATION. DURING COMMUNITY CHATS, RAC MEMBERS BROUGHT INFORMATION ABOUT THE CHNA AND GATHERED PRIORITIES IN REGULAR MEETINGS OF SERVICE PROVIDERS, COMMUNITY-BASED ORGANIZATIONS, AND HOSPITAL CLINICAL STAFF AND ADMINISTRATORS. WHILE THESE OUTREACH EFFORTS WERE SPEARHEADED BY BAYSTATE HEALTH, THE ENGAGEMENT AND FINDINGS BENEFITTED ALL COALITION MEMBER HOSPITALS/INSURER. CHATS WERE HELD FROM JANUARY 2022 THROUGH APRIL 2022 AND ENGAGED APPROXIMATELY THREE HUNDRED INDIVIDUALS. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 6A: THE COALITION OF WESTERN MASSACHUSETTS HOSPITALS/INSURER (COALITION) IS A PARTNERSHIP BETWEEN TEN NON-PROFIT HOSPITALS AND ONE HEALTH INSURER IN WESTERN MASSACHUSETTS: BAYSTATE MEDICAL CENTER, BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE NOBLE HOSPITAL, BAYSTATE WING HOSPITAL, BERKSHIRE MEDICAL CENTER, COOLEY DICKINSON HOSPITAL, FAIRVIEW HOSPITAL, HOLYOKE MEDICAL CENTER, MERCY MEDICAL CENTER (A MEMBER OF TRINITY HEALTH NEW ENGLAND), NORTH ADAMS REGIONAL HOSPITAL, AND HEALTH NEW ENGLAND, A LOCAL HEALTH INSURER OWNED BY BAYSTATE HEALTH WHOSE SERVICE AREAS COVERS THE FOUR COUNTIES OF WESTERN MASSACHUSETTS. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 6B: THE COALITION OF WESTERN MASSACHUSETTS HOSPITALS/INSURER (COALITION) IS A PARTNERSHIP BETWEEN TEN NON-PROFIT HOSPITALS AND ONE HEALTH INSURER IN WESTERN MASSACHUSETTS: BAYSTATE MEDICAL CENTER, BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE NOBLE HOSPITAL, BAYSTATE WING HOSPITAL, BERKSHIRE MEDICAL CENTER, COOLEY DICKINSON HOSPITAL, FAIRVIEW HOSPITAL, HOLYOKE MEDICAL CENTER, MERCY MEDICAL CENTER (A MEMBER OF TRINITY HEALTH NEW ENGLAND), NORTH ADAMS REGIONAL HOSPITAL, AND HEALTH NEW ENGLAND, A LOCAL HEALTH INSURER OWNED BY BAYSTATE HEALTH WHOSE SERVICE AREAS COVERS THE FOUR COUNTIES OF WESTERN MASSACHUSETTS. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 7D: THE HOSPITAL FACILITY MADE ITS CHNA REPORT WIDELY AVAILABLE TO THE PUBLIC VIA AN EMAIL DISTRIBUTION (WITH LINKS TO THE HOSPITAL'S WEBSITE) TO COMMUNITY PARTNERS, AND ORGANIZATIONS. IN ADDITION, THE CHNA REPORTS HAVE INFORMED THE IMPLEMENTATION OF COUNTY WIDE COMMUNITY HEALTH IMPROVEMENT PLANS IN FRANKLIN AND HAMPDEN COUNTIES AS WELL AS THE QUABOAG HILLS REGION (AN AREA THAT INTERSECTS PARTS OF HAMPSHIRE, HAMPDEN, AND WORCESTER COUNTIES). HOSPITAL AND CHNA CONSULTANT STAFF HAVE BEEN INVITED TO VARIOUS VENUES AND AUDIENCES TO PRESENT ON THE CHNA PROCESS AND KEY FINDINGS. ALL COALITION CHNAS WERE POSTED TO THE HEALTH SYSTEM WEBSITE AND SHARED VIA THE OFFICE OF GOVERNMENT AND COMMUNITY RELATIONS NEWSLETTER TO OVER 1,200 RECIPIENTS. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 11: BAYSTATE HEALTH AND ITS FOUR HOSPITALS ANTICIPATE HEALTH NEEDS AND AVAILABLE RESOURCES MAY CHANGE; THEREFORE, A FLEXIBLE APPROACH IS ADOPTED IN THE DEVELOPMENT OF ITS IMPLEMENTATION STRATEGY. FOR EXAMPLE, CERTAIN COMMUNITY HEALTH NEEDS MAY BECOME MORE PRONOUNCED AND REQUIRE CHANGES TO THE INITIATIVES IDENTIFIED BY THE HOSPITAL IN THE STRATEGY. OTHER COMMUNITY ORGANIZATIONS MAY ADDRESS CERTAIN NEEDS, INDICATING THAT THE HOSPITAL'S STRATEGIES SHOULD BE REFOCUSED ON ALTERNATIVE COMMUNITY HEALTH NEEDS OR ASSUME A DIFFERENT FOCUS ON THE NEEDS IDENTIFIED IN THE 2022 CHNA.THE HOSPITAL FACILITY VIEWS A COMMUNITY BENEFITS IMPLEMENTATION STRATEGY AS A "LIVING" DOCUMENT. BAYSTATE HOSPITALS HAVE ADOPTED THE TERM STRATEGIC IMPLEMENTATION PLAN (SIP), IN LIEU OF IMPLEMENTATION STRATEGY. THE SIGNIFICANT HEALTH NEEDS TO BE ADDRESSED BY THE HOSPITAL ARE REFERRED TO AS PRIORITY FOCUS AREAS IN THE SIP. DUE TO THE EVOLVING CLIMATE IN HEALTH CARE, THE HOSPITAL'S FINANCIAL HEALTH YEAR TO YEAR REMAINS UNKNOWN; THEREFORE, HOSPITAL RESOURCES AND INPUTS MAY INCREASE, DECREASE, OR NEED TO BE MODIFIED. THE HOSPITAL'S SIP WORK PLAN PROVIDES AN OPPORTUNITY FOR THE HOSPITAL TO BE STRATEGIC AND FOCUSED, YET FLEXIBLE IN ITS COMMUNITY HEALTH PLANNING AND IMPROVEMENT EFFORTS. THE HOSPITAL FACILITY, IN PARTNERSHIP WITH ITS COMMUNITY BENEFITS ADVISORY COUNCILS REVIEWS THE WORK PLANS QUARTERLY AND THE HOSPITAL UPDATES THE WORK PLANS ON THE HOSPITAL WEBSITE ANNUALLY. NO HEALTH CARE SYSTEM OR HOSPITAL FACILITY CAN ADDRESS ALL THE SIGNIFICANT HEALTH NEEDS PRESENT IN ITS COMMUNITY. THE HOSPITAL FACILITY IS COMMITTED TO ADHERING TO ITS MISSION AND REMAINING FINANCIALLY HEALTHY SO THAT IT CAN CONTINUE TO ENHANCE ITS CLINICAL EXCELLENCE AND PATIENT EXPERIENCE, AS WELL AS ADDRESS SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE CHNA. THE HOSPITAL FACILITY'S IMPLEMENTATION STRATEGY DOES NOT EXPLICITLY ADDRESS ALL SIGNIFICANT COMMUNITY HEALTH NEEDS IDENTIFIED IN THE 2022 CHNA DUE TO: 1. LIMITED RESOURCES (TIME, TALENT, AND FINANCIAL RESOURCES), 2. THE HOSPITAL IS A STAKEHOLDER AND/OR PARTNER IN ADDRESSING THE NEED DIRECTLY OR INDIRECTLY THROUGH OTHER HOSPITAL CLINICAL AND SERVICE LINES AND COMMUNITY PARTNERSHIPS, 3. OTHER HOSPITALS OR COMMUNITY ORGANIZATIONS WITHIN THE SERVICE AREA ARE ADDRESSING THE NEED; 4. THE NEED FALLS OUTSIDE OF THE HOSPITAL'S MISSION OR LIMITED RESOURCE CAPACITY. SIGNIFICANT HEALTH NEEDS, REFERRED TO BY THE HOSPITAL AS PRIORITY FOCUS AREAS, BEING ADDRESSED BY THE HOSPITAL INCLUDE LACK OF RESOURCES TO MEET BASIC NEEDS, WORKFORCE DEVELOPMENT, VIOLENCE, TRAUMA, MENTAL HEALTH; AND SUBSTANCE USE WITH A FOCUS ON YOUTH MENTAL HEALTH. SIGNIFICANT HEALTH NEEDS NOT TO BE ADDRESSED INCLUDE ENVIRONMENTAL EXPOSURES, AVAILABILITY OF PROVIDERS AND TELEHEALTH, OTHER BARRIERS TO HEALTHCARE, CHRONIC DISEASES, AND OTHER HEALTH OUTCOMES. BMC AWARDED $500,000 TO FIVE SPRINGFIELD; MA BASED LOCAL YOUTH MENTAL HEALTH INITIATIVES IN 2024. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 13B: ALL PATIENTS WITH ACCOUNT BALANCES (OTHER THAN BALANCES RESULTING FROM CO-PAYMENTS OR DEDUCTIBLES ON INSURED SERVICES) ARE ELIGIBLE TO RECEIVE A PROMPT PAY DISCOUNT OF 20% OF THE BALANCE FOR CLAIMS PAID IN FULL AT TIME OF SERVICE OR WITHIN 60 DAYS OF THE DATE OF THE INITIAL BILL. PATIENTS MUST REQUEST THE DISCOUNT. THE DISCOUNT CANNOT BE COMBINED WITH THE HOSPITAL SUPPLEMENTAL FINANCIAL ASSISTANCE PROGRAM. BAYSTATE MEDICAL CENTER OFFERS A CO-PAYMENT DISCOUNT PROGRAM FOR THE PATIENTS RECEIVING SERVICES IN THE EMERGENCY DEPARTMENT OF THE HOSPITAL. THIS DISCOUNT PROGRAM IS AVAILABLE TO ALL HOSPITAL EMERGENCY DEPARTMENT PATIENTS WITH CO-PAYMENT OBLIGATIONS UNDER PRIVATE OR GOVERNMENT HEALTH INSURANCE (UNLESS PROHIBITED BY LAW OR A BAYSTATE MEDICAL CENTER'S CONTRACT WITH A PRIVATE INSURER OR GOVERNMENT AUTHORITY). THESE PATIENTS MAY REDUCE THE OTHERWISE APPLICABLE EMERGENCY DEPARTMENT SERVICE CO-PAYMENT BY 10% IF THE PATIENT ELECTS TO PAY THE CO-PAYMENT AT THE CONCLUSION OF THE PATIENT'S EMERGENCY DEPARTMENT VISIT. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 15E: BAYSTATE MEDICAL CENTER (BMC) PROVIDES PATIENTS WITH INFORMATION ABOUT THE AVAILABILITY OF STATE PROGRAMS, HEALTH SAFETY NET, OR THE HOSPITAL SUPPLEMENTAL FINANCIAL ASSISTANCE PROGRAM WHICH MAY COVER ALL OR SOME OF THEIR UNPAID BMC BILLS AS WELL AS ABOUT BMC DISCOUNT PROGRAMS. FOR THOSE PATIENTS WHO REQUEST SUCH ASSISTANCE, THE HOSPITAL ASSISTS PATIENTS BY SCREENING THEM FOR ELIGIBILITY IN AVAILABLE STATE PROGRAMS AND ASSISTING THEM IN APPLYING FOR SUCH PROGRAMS. WHEN APPLICABLE, BMC MAY ALSO ASSIST PATIENTS IN APPLYING FOR COVERAGE OF SERVICES AS A MEDICAL HARDSHIP BASED ON THE PATIENT'S DOCUMENTED INCOME AND ALLOWABLE MEDICAL EXPENSES. BMC HAS CONTRACTED WITH THE EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES AND THE COMMONWEALTH HEALTH INSURANCE CONNECTOR AUTHORITY TO SERVE AS A CERTIFIED APPLICATION COUNSELOR ORGANIZATION. AS A CERTIFIED APPLICATION COUNSELOR (CAC), APPROPRIATE STAFF WILL INFORM A PATIENT OF THE FUNCTIONS AND RESPONSIBILITY OF A CAC, SEEK THAT THE PATIENT SIGN A CERTIFIED APPLICATION COUNSELOR DESIGNATION FORM, AND ASSIST THE PATIENT IN FINDING APPLICABLE FINANCIAL ASSISTANCE. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 16J: PAPER COPIES OF OUR FINANCIAL ASSISTANCE POLICY (FAP) AND THE FAP APPLICATION, AND A FAP PLAIN LANGUAGE SUMMARY AS WELL AS THE BILLING AND COLLECTIONS POLICY ARE AVAILABLE UPON REQUEST, IN ENGLISH, SPANISH, AND RUSSIAN, AND FREE OF CHARGE IN THE HOSPITAL AND BY MAIL, AS WELL AS THE HOSPITAL FACILITIES WEBSITE HTTPS://WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING. A PLAIN LANGUAGE SUMMARY OF THE FAP IS OFFERED TO ALL PATIENTS AT ALL REGISTRATION SITES INCLUDING THE FULL SERVICE HEALTH CENTERS IN THE COMMUNITY - BAYSTATE BRIGHTWOOD HEALTH CENTER AND BAYSTATE MASON SQUARE NEIGHBORHOOD HEALTH CENTER. IN ADDITION, COPIES OF THE FULL FAP, FAP APPLICATION AND BILLING AND COLLECTIONS POLICY ARE ALSO AVAILABLE AT ALL REGISTRATIONS SITES. COPIES OF OUR COMMUNITY HEALTH NEEDS ASSESSMENT ARE AVAILABLE FOR VIEWING AND DOWNLOAD ON OUR WEBSITE AT HTTPS://WWW.BAYSTATEHEALTH.ORG/ABOUT-US/COMMUNITY-PROGRAMS/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENT. HARD COPIES OF OUR CHNA ARE AVAILABLE UPON REQUEST FREE OF CHARGE. WE HAVE ALSO SHARED OUR CHNA WITH ALL THE COMMUNITY MEMBERS WHO WERE INVOLVED WITH CHNA AS WELL AS EACH HOSPITALS COMMUNITY BENEFITS ADVISORY COUNCIL (CBAC). THE HOSPITAL IS COMMITTED TO ONGOING EFFORTS TO WIDELY PUBLICIZE OUR FAP AND CHNA TO THE COMMUNITY, SPECIFICALLY, TO LOW-INCOME POPULATIONS. ADDITIONAL EFFORTS WILL INCLUDE PROMOTION VIA OUR HOSPITALS VARIOUS SOCIAL MEDIA PLATFORMS AND PROVIDING PRINTED MATERIALS TO KEY SOCIAL SERVICE AGENCIES AND EDUCATING THEIR STAFF THAT WORK WITH LOW INCOME POPULATIONS IN THE HOSPITALS SERVICE AREA. BAYSTATE MEDICAL CENTER, INC.: PART V, SECTION B, LINE 16A, FAP WEBSITE: HTTPS://WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING BAYSTATE MEDICAL CENTER, INC.: PART V, SECTION B, LINE 16B, FAP APPLICATION WEBSITE: HTTPS://WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING BAYSTATE MEDICAL CENTER, INC.: PART V, SECTION B, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE: HTTPS://WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING PART V, SECTION B, LINE 20F WE WOULD PERFORM THESE ACTIONS IF NEEDED BUT DID NOT HAVE ANY PATIENT DURING THE TAX YEAR WHERE AN ECA WAS INITIATED. 20 1 - BAYSTATE AMBULATORY CARE CTR 3300 MAIN STREET SPRINGFIELD MA 01107 OUTPATIENT PHYSICIAN OFFICES 2 - BAYSTATE AMBULATORY CARE CTR 140 HIGH STREET SPRINGFIELD MA 01105 OUTPATIENT FACILITY 3 - BAYSTATE BRIGHTWOOD HEALTH CENTER 380 PLAINFIELD STREET SPRINGFIELD MA 01107 OUTPATIENT CLINIC 4 - BAYSTATE CHILDREN'S SPECIALTY CENTER 50 WASON AVENUE 1ST FLOOR SPRINGFIELD MA 01107 OUTPATIENT FACILITY 5 - BAYSTATE IMAGING & TRANSPLANT SERVICES 100 WASON AVENUE 2ND 3RD FLOORS SPRINGFIELD MA 01107 OUTPATIENT FACILITY 6 - BAYSTATE MASON SQ NEIGHBORHOOD HLTH CTR 11 WILBRAHAM ROAD SPRINGFIELD MA 01199 OUTPATIENT CLINIC 7 - BAYSTATE REHABILITATION CARE 21 DWIGHT ROAD SUITE 106 LONGMEADOW MA 01106 REHABILITATION CLINIC 8 - BAYSTATE REHAB CARE ADULT OP SVS 360 BIRNIE AVENUE SPRINGFIELD MA 01107 REHABILITATION CLINIC 9 - BAYSTATE REHABILITATION CARE RYMD CTR 470 GRANBY RD STE 4 SOUTH HADLEY MA 01075 REHABILITATION CLINIC 10 - BMC PAIN MANAGEMENT CENTER 3400 MAIN STREET 2ND FLR SPRINGFIELD MA 01107 OUTPATIENT FACILITY 11 - D'AMOUR CENTER FOR CANCER CARE 3350 MAIN STREET SPRINGFIELD MA 01199 OUTPATIENT CANCER CENTER 12 - BAYSTATE MEDICAL CENTER INFUSION SUITE 2 MEDICAL CENTER DRIVE 1ST FL SUITE 1 SPRINGFIELD MA 01107 OUTPATIENT FACILITY 13 - BAYSTATE REHAB CARE AT AGAWAM 200 SILVER STREET 1ST FLOOR SUITE 101 AGAWAM MA 01101 OUTPATIENT FACILITY 14 - BAYSTATE VASCULAR SERVICES COMMERCIAL BUILDING 3500 MAIN ST 2ND FL SPRINGFIELD MA 01107 OUTPATIENT FACILITY 15 - BAYSTATE MEDICAL CENTER LABORATORIES 361 WHITNEY AVE HOLYOKE MA 01040 OUTPATIENT FACILITY 16 - BAYSTATE CHILD HOSPITALIZATION PROGRAM 150 LOWER WESTFIELD ROAD SUITE 3 HOLYOKE MA 01040 OUTPATIENT FACILITY 17 - BAYSTATE HEALTH CLINICAL TRIALS UNIT 80 WASON AVE GROUND FLOOR SPRINGFIELD MA 01199 OUTPATIENT FACILITY 18 - D'AMOUR CENTER FOR CANCER CARE ANNEX 3400 MAIN STREET 2ND FLR SPRINGFIELD MA 01199 OUTPATIENT CANCER CENTER 19 - BAYSTATE INFUSION CENTER - PALMER 40 WRIGHT STREET 1ST FLOOR PALMER MA 01069 OUTPATIENT FACILITY 20 - BAYSTATE INFUSION CENTER - NOBLE HOS 115 WEST SILVER STREET WESTFIELD MA 01085 OUTPATIENT FACILITY PART I, LINE 6A: THE HOSPITAL FACILITY FILES AN ANNUAL COMMUNITY BENEFITS REPORT ELECTRONICALLY WITH THE MASSACHUSETTS OFFICE OF THE ATTORNEY GENERAL VIA THEIR WEBSITE AT HTTPS://WWW.MASS.GOV/NONPROFIT-HOSPITAL-AND-HMO-COMMUNITY-BENEFITS. THE HOSPITAL FACILITY'S ANNUAL COMMUNITY BENEFITS REPORT IS ALSO PUBLISHED ON THE BAYSTATE HEALTH WEBSITE AT HTTPS://WWW.BAYSTATEHEALTH.ORG/ABOUT-US/COMMUNITY-PROGRAMS/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENT. THE HOSPITAL'S COMMUNITY BENEFITS REPORT PROVIDES THE OFFICE OF THE ATTORNEY GENERAL AND THE GENERAL PUBLIC IMPORTANT INFORMATION ABOUT HOW THE HOSPITAL PARTNERS WITH THE COMMUNITY TO IDENTIFY AND ADDRESS HEALTH NEEDS. PART I, LINE 7: LINE 7A (CHARITY CARE) - COMMUNITY BENEFIT EXPENSE WAS CALCULATED BY APPLYING THE RATIO OF PATIENT CARE COST TO CHARGES, CALCULATED ON WORKSHEET 2, AGAINST TOTAL CHARITY CARE GROSS PATIENT CHARGES FROM THE AUDITED FINANCIAL STATEMENTS.LINE 7B (UNREIMBURSED MEDICAID) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM, WHICH TAKES INTO ACCOUNT ALL HOSPITAL INPATIENTS, OUTPATIENTS AND EMERGENCY ROOM PATIENTS FOR WHOM SERVICES WERE PROVIDED AND COVERED UNDER MEDICAID AND MEDICAID MANAGED CARE PLANS.LINE 7C (OTHER MEANS-TESTED PROGRAMS) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM, WHICH TAKES INTO ACCOUNT ALL HOSPITAL INPATIENTS, OUTPATIENTS AND EMERGENCY ROOM PATIENTS FOR WHOM SERVICES WERE PROVIDED AND COVERED UNDER OTHER MEANS-TESTED GOVERNMENT PROGRAMS.LINE 7E (COMMUNITY HEALTH IMPROVEMENT SERVICES & BENEFIT OPERATIONS) - COMMUNITY HEALTH IMPROVEMENT SERVICES CALCULATIONS ARE DERIVED FROM DIRECT AND INDIRECT COSTS ASSOCIATED WITH COMMUNITY BENEFIT ACTIVITIES THAT ARE ALIGNED WITH THE HOSPITAL'S 2021 COMMUNITY HEALTH NEEDS ASSESSMENT. THESE ACTIVITIES ARE CARRIED OUT TO IMPROVE COMMUNITY HEALTH AND WELLNESS AND EXTEND BEYOND PATIENT CARE, BEYOND THE WALLS OF THE HOSPITAL.COMMUNITY BENEFIT OPERATIONS CALCULATIONS ARE DERIVED FROM COSTS ASSOCIATED WITH ASSIGNED STAFF AND COMMUNITY HEALTH NEEDS AND/OR ASSETS ASSESSMENT, AS WELL AS OTHER COSTS ASSOCIATED WITH COMMUNITY BENEFITS STRATEGY AND OPERATIONS.LINE 7F (HEALTH PROFESSIONAL EDUCATION) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM.LINE 7G (SUBSIDIZED PROGRAMS) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM. THE EXPENSE RELATES TO THE INPATIENT BEHAVIORAL HEALTH, ADULT CHEMICAL DEPENDENCY, NICU, AND END OF LIFE CARE, AS WELL AS SPECIFIC OUTPATIENT PROGRAMS. THERE ARE NO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS REPORTED AS SUBSIDIZED HEALTH SERVICES IN PART I, LINE 7G.LINE 7H (RESEARCH) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM. IN ADDITION TO THE RESEARCH COSTS REPORTED ON LINE 7H, THERE WAS $1,742,710 OF EXPENSES RELATED TO INDUSTRY-SPONSORED GRANTS THAT WE BELIEVE SHOULD BE TREATED AS COMMUNITY BENEFIT EXPENSE BECAUSE THEY WERE INCURRED TO PROMOTE THE HEALTH AND WELL-BEING OF THE LOCAL POPULATION AND ARE A KEY COMPONENT OF OUR COMMITMENT TO THE COMMUNITY.PART I, LN 7 COL(F):ESTIMATED UNCOLLECTIBLE AMOUNTS DUE FROM PATIENTS (BAD DEBT EXPENSE) IS AN IMPLICIT PRICE CONCESSION AND A DIRECT REDUCTION TO NET OPERATING REVENUE. THESE IMPLICIT PRICE CONCESSIONS ARE NOT INCLUDED IN TOTAL EXPENSES REPORTED IN PART IX, LINE 25, COLUMN (A) FOR THE PURPOSE OF CALCULATING THE PERCENTAGES IN PART 1, LINE 7, COLUMN (F). PART II, COMMUNITY BUILDING ACTIVITIES: THE HOSPITAL FACILITY IS COMMITTED TO CREATING HEALTHIER COMMUNITIES AND UNDERSTANDS THAT MANY STATE AND FEDERALLY MANDATED COMMUNITY BENEFIT PROGRAMS AND SERVICES ARE NOT SUFFICIENT TO ADDRESS ETHNIC, RACIAL, AND ECONOMIC HEALTH DISPARITIES AND INEQUITIES. THE HOSPITAL EMBRACES THE TRADITIONAL DEFINITION OF "HEALTH" TO INCLUDE ECONOMIC OPPORTUNITY, AFFORDABLE HOUSING, QUALITY EDUCATION, SAFE NEIGHBORHOODS, FOOD SECURITY, SOCIAL JUSTICE, AND THE ARTS/CULTURE ALL ELEMENTS THAT ARE NEEDED FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES TO THRIVE. THE HOSPITAL PROVIDES MANY VALUABLE SERVICES, RESOURCES, PROGRAMS, AND FINANCIAL SUPPORT - BEYOND THE WALLS OF THE HOSPITAL AND INTO THE COMMUNITIES AND HOMES OF THE PEOPLE IT SERVES; INCLUDING GRANTS AND SPONSORSHIP OF LOCAL COMMUNITY-BASED ORGANIZATIONS AND THE INVOLVEMENT OF BAYSTATE HEALTH LEADERSHIP WITH VARIOUS COMMUNITY BOARDS THAT ALIGN WITH ITS MISSION. FOR FY24, BMC PAID $243,278 IN PAYMENTS IN LIEU OF TAXES TO THE CITY OF SPRINGFIELD. NO PAYMENTS WERE MADE TO THE CITY OF CHICOPEE IN FY24.THE HOSPITAL FACILITY IS A DUES PAYING MEMBER OF THE ECONOMIC DEVELOPMENT COUNCIL OF WESTERN MASSACHUSETTS (EDC) IN THE AMOUNT OF $24,115, SPRINGFIELD REGIONAL CHAMBER IN THE AMOUNT OF $7,500, AND THE GREATER HOLYOKE CHAMBER OF COMMERCE IN THE AMOUNT OF $500. THE HOSPITAL PARTICIPATES IN THE EDC AND LOCAL CHAMBERS AS IT IS THE LARGEST PRIVATE EMPLOYER IN THE REGION. THE CHAMBER AND ITS MEMBERS COORDINATE ACTIVITIES TOWARD A COMMON PURPOSE OF SUSTAINABILITY AND ECONOMIC GROWTH FOR THE REGION. PART III, LINE 2: THE COST OF BAD DEBTS REPORTED WAS CALCULATED BY APPLYING A RATIO OF COST TO CHARGES (BASED ON THE ORGANIZATION'S COST ACCOUNTING SYSTEM INCLUDING ALL HOSPITAL INPATIENTS AND OUTPATIENTS) AGAINST TOTAL IMPLICIT PRICE CONCESSIONS AS REFLECTED IN THE AUDITED FINANCIAL STATEMENTS. PART III, LINE 3: THE PORTION OF BAD DEBT THAT REASONABLY COULD BE ATTRIBUTABLE TO PATIENTS WHO MAY QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S CHARITY CARE PROGRAM WAS CALCULATED BY APPLYING THE PERCENTAGE OF BAD DEBTS BY ZIP CODE (FOR WHICH THE AVERAGE HOUSEHOLD INCOME FOR EACH ZIP CODE IS LESS THAN 150% OF THE FEDERAL POVERTY LEVEL) TO THE TOTAL COST OF BAD DEBT REPORTED IN PART III LINE 2. SINCE THIS PORTION OF BAD DEBT IS ATTRIBUTABLE TO PATIENTS RESIDING IN AN AREA WHERE THE AVERAGE INCOME IS LESS THAN 150% OF THE FEDERAL POVERTY LEVEL, IT IS HIGHLY LIKELY THESE PATIENTS WOULD HAVE QUALIFIED FOR THE ORGANIZATION'S CHARITY CARE PROGRAM HAD THEY APPLIED. FOR THIS REASON, WE BELIEVE THE AMOUNT, TOTALING $588,798, SHOULD BE TREATED AS COMMUNITY BENEFIT EXPENSE IN PART I. PART III, LINE 4: AS NOTED ABOVE, THE ORGANIZATION ADOPTED ACCOUNTING STANDARDS UPDATE 2014-09 EFFECTIVE OCTOBER 1, 2018, WHICH CHANGED THE WAY ENTITIES REPORT AND DISCLOSE CERTAIN FINANCIAL INFORMATION INCLUDING IMPLICIT PRICE CONCESSION (FORMERLY THE PROVISION FOR BAD DEBTS). SEE AUDITED FINANCIAL STATEMENTS, FOOTNOTE #2 (SIGNIFICANT ACCOUNTING POLICIES) ON PAGES 14 AND 15 UNDER THE CAPTION "NET PATIENT SERVICE REVENUE" FOR A DESCRIPTION OF THE ORGANIZATION'S REPORTING OF ITS IMPLICIT PRICE CONCESSIONS (FORMERLY PROVISION FOR BAD DEBTS). IF A PATIENT IS DETERMINED ELIGIBLE FOR FINANCIAL ASSISTANCE, THE APPROPRIATE ADJUSTMENT IS MADE TO THE PATIENT ACCOUNT BASED ON THEIR INCOME LEVEL. ONCE THE NECESSARY APPROVALS ARE OBTAINED, IT THEN FLOWS TO THE GENERAL LEDGER. PATIENTS APPLYING FOR A PROMPT PAYMENT DISCOUNT WILL HAVE THIS ALLOWANCE ENTERED AFTER AGREED UPON PAYMENT IS RECEIVED. PART III, LINE 8: LINE 6 - INCLUDED ALL MEDICARE ALLOWABLE COSTS AS CALCULATED IN WORKSHEETS D-1 PART II (INPATIENT) AND D PART V (OUTPATIENT) OF THE HOSPITAL'S 2024 MEDICARE COST REPORT, NET OF MEDICARE COSTS REPORTED IN PART I, LINE 7.G, BASED ON MEDICARE COSTING PRINCIPLES. WE BELIEVE THE SHORTFALL REPORTED OF $16,950,555 SHOULD BE TREATED AS A COMMUNITY BENEFIT EXPENSE FOR TAX REPORTING PURPOSES BECAUSE PROVIDING CARE FOR THE ELDERLY IS A KEY COMPONENT OF OUR COMMITMENT TO THE COMMUNITY. THE UNREIMBURSED EXPENSES SHOULD BE TREATED SIMILARLY TO UNREIMBURSED MEDICAID SINCE THE MAJORITY OF THE LOCAL ELDERLY POPULATION IS NOT AFFLUENT. PART III, LINE 9B: FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE: THE PATIENT MAY HAVE REQUESTED ASSISTANCE UP FRONT AT TIME OF SERVICE WITH A FINANCIAL COUNSELOR OR THE PATIENT COULD HAVE ASKED FOR ASSISTANCE AFTER RECEIVING THEIR BILL BY CONTACTING OUR PATIENT BILLING SERVICES REPRESENTATIVES. THE FINANCIAL COUNSELOR WILL ASSIST THE PATIENT IN APPLYING FOR THE APPROPRIATE TYPE OF ASSISTANCE BASED ON THEIR INCOME AND CIRCUMSTANCES. ONCE APPROVED FOR A STATE MEDICAID OR OTHER PROGRAM, ALL BILLING AND COLLECTION ACTIVITY WILL STOP (EXCEPT FOR REQUIRED CO-PAYMENTS OR DEDUCTIBLES). FOR ALL OTHER PATIENTS, OUR STATEMENTS CONTAIN INFORMATION REGARDING HOW TO APPLY FOR FINANCIAL ASSISTANCE. NOTICES CONCERNING AVAILABILITY FOR ASSISTANCE ARE ALSO POSTED AT PATIENT CARE SITES. PART VI, LINE 2: THE BAYSTATE BOARD CONVENES ITS COMMITTEES AT LEAST TWICE A YEAR (STRATEGY AND GOVERNANCE) AND IS CHARGED WITH ADVOCATING FOR COMMUNITY BENEFITS AT THE BOARD LEVEL AND THROUGHOUT THE HEALTH SYSTEM AND BROADER COMMUNITY; ALIGNING THE SYSTEM'S FOUR (4) HOSPITAL-SPECIFIC COMMUNITY BENEFITS IMPLEMENTATION STRATEGIES WITH THE HEALTH SYSTEM'S STRATEGIC PLAN; REVIEWING CHNA REPORTS; APPROVING OF THE COMMUNITY BENEFITS MISSION STATEMENT AND HEALTH PRIORITIES; REVIEWING IMPACTS OF COMMUNITY BENEFITS ACTIVITIES AND INVESTMENTS; AND ENSURING BAYSTATE HEALTH'S COMMUNITY BENEFITS ARE IN COMPLIANCE WITH GUIDELINES ESTABLISHED BY THE MA ATTORNEY GENERAL AND IRS. AS OF THIS YEAR, THE OFFICE OF DIVERSITY, EQUITY, AND INCLUSION IS NOW TASKED WITH PROVIDING UPDATES TO THE BAYSTATE BOARD OF TRUSTEES, BAYSTATE PRESIDENT'S COUNCIL, AND OTHER BAYSTATE LEADERSHIP TEAMS, AS REQUESTED. THE HOSPITAL COMMUNITY BENEFITS ADVISORY COUNCIL (CBAC) CONTINUES TO BRING A COMMUNITY LENS AND FILTER FOR THE HOSPITAL'S HEALTH PRIORITIES. THE CBAC PROVIDES A COMMUNITY PERSPECTIVE ON HOW TO INCREASE WELLNESS AND RESILIENCE OPPORTUNITIES FOR OPTIMAL HEALTH FOR AN ENTIRE POPULATION, AS WELL AS PROVIDES GUIDANCE IN MATCHING HOSPITAL RESOURCES TO COMMUNITY RESOURCES, THUS MAKING THE MOST OF WHAT IS POSSIBLE WITH THE GOAL TO IMPROVE HEALTH STATUS, QUALITY IN CARE, POLICY ADVOCACY AND HEALTH EQUITY FOR RESIDENTS. PARTICIPANTS ON THE HOSPITAL CBAC REPRESENT CONSTITUENCIES AND COMMUNITIES SERVED BY THE HOSPITAL. CBAC MEMBERS ARE RESPONSIBLE FOR REVIEWING COMMUNITY NEEDS ASSESSMENT DATA AND USING THIS ANALYSIS AS A FOUNDATION FOR PROVIDING THE HOSPITAL WITH INPUT ON ITS COMMUNITY BENEFITS PLANNING PROCESS.BAYSTATE HEALTH PATIENT & FAMILY ADVISORY COUNCIL (PFAC) MEMBERS PROVIDE VALUABLE INPUT IN ENHANCING CARE AT BAYSTATE HEALTH BASED ON THE KNOWLEDGE OF THE UNIQUE NEEDS OF PATIENTS AND FAMILIES. INFORMATION FROM PFAC PROVIDES HOSPITAL LEADERSHIP WITH AN ENHANCED UNDERSTANDING OF HOW TO IMPROVE QUALITY, PROGRAM DEVELOPMENT, SERVICE EXCELLENCE, COMMUNICATIONS, PATIENT SAFETY, FACILITY DESIGN, PATIENT AND FAMILY EDUCATION, PATIENT AND FAMILY SATISFACTION, AND LOYALTY. PFAC IS MADE UP OF A DIVERSE GROUP OF PATIENTS, FAMILY MEMBERS, AND COMMUNITY MEMBERS WHO REPRESENT THE COLLECTIVE VOICE OF THE PATIENTS AND FAMILIES AT BAYSTATE MEDICAL CENTER, BAYSTATE CHILDREN'S HOSPITAL, BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE NOBLE HOSPITAL, BAYSTATE WING HOSPITAL, THE D'AMOUR CENTER FOR CANCER CARE, AND THE BEHEALTHY ACCOUNTABLE CARE ORGANIZATION (ACO) IN BAYSTATE MANAGED HEALTH CENTERS. BAYSTATE HOSPITALS ADDITIONALLY ENGAGE WITH OTHER REGIONAL AND COUNTY-BASED HEALTH IMPROVEMENT PLAN NETWORKS TO UNDERSTAND HOW THE HOSPITAL CAN ADVANCE LARGER, REGIONAL-BASED PUBLIC HEALTH INITIATIVES. A BAYSTATE EMPLOYEE PARTICIPATES IN EACH OF THREE NETWORKS THAT CURRENTLY CONVENE IN OUR SERVICE AREAS TO ENSURE THE HOSPITAL IS STAYING APPRISED AND ENGAGED IN THE DEVELOPMENT OF THIS WORK. THE NETWORKS INCLUDE FRANKLIN COUNTY HEALTH IMPROVEMENT PLAN, HAMPDEN COUNTY HEALTH IMPROVEMENT PLAN, AND THE QUABOAG HILLS COMMUNITY HEALTH IMPROVEMENT PLAN. PART VI, LINE 3: THE HOSPITAL IS COMMITTED TO ENSURING THAT PATIENTS IN ITS COMMUNITY HAVE ACCESS TO QUALITY HEALTH CARE SERVICES WITH FAIRNESS AND RESPECT WITHOUT REGARD TO THE PATIENTS' ABILITY TO PAY. THE HOSPITAL RECOGNIZES THAT THE COST OF NECESSARY HEALTH CARE SERVICES CAN IMPOSE A SIGNIFICANT FINANCIAL BURDEN ON PATIENTS WHO ARE UNINSURED OR UNDERINSURED AND ACTS AFFIRMATIVELY TO LESSEN THAT BURDEN BY OFFERING ELIGIBLE PATIENTS THE OPPORTUNITY TO APPLY FOR FREE OR REDUCED COST SERVICES. THE HOSPITAL NOT ONLY OFFERS FREE AND REDUCED COST CARE AS REQUIRED BY LAW BUT HAS ALSO VOLUNTARILY ESTABLISHED DISCOUNT AND FINANCIAL ASSISTANCE PROGRAMS THAT PROVIDE ADDITIONAL FREE AND REDUCED COST CARE TO MORE PATIENTS RESIDING WITHIN THE COMMUNITIES SERVED BY THE HOSPITAL.THE HOSPITAL RECOGNIZES THE BILLING AND COLLECTION PROCESS CAN BE BEWILDERING AND BURDENSOME FOR PATIENTS AND HAS IMPLEMENTED PROCEDURES TO MAKE THE PROCESS UNDERSTANDABLE FOR PATIENTS; TO INFORM PATIENTS ABOUT DISCOUNT AND FINANCIAL ASSISTANCE OPTIONS; AND TO ENSURE THAT PATIENTS ARE NOT SUBJECT TO AGGRESSIVE COLLECTION ACTIVITIES. CONSISTENT WITH ITS PATIENT COMMITMENT, THE HOSPITAL IS REQUIRED TO MAINTAIN A FINANCIAL ASSISTANCE POLICY AND A BILLING AND COLLECTION POLICY THAT REFLECTS ITS FINANCIAL ASSISTANCE OPTIONS AND PATIENT BILLING AND COLLECTION PROCEDURES AND COMPLIES WITH APPLICABLE FEDERAL AND STATE LAWS AND REGULATIONS.THE HOSPITAL HAS FINANCIAL COUNSELORS AVAILABLE TO HELP PATIENTS APPLY FOR FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER UNPAID HOSPITAL BILLS, INCLUDING A VARIETY OF FEDERAL AND STATE PROGRAMS AS WELL AS FINANCIAL ASSISTANCE THROUGH THE HOSPITAL. HOSPITAL FINANCIAL COUNSELORS HAVE ALL BEEN TRAINED AND CERTIFIED BY THE STATE AS CERTIFIED ACCOUNT COUNSELORS TO ASSIST PATIENTS IN APPLYING FOR AVAILABLE STATE PROGRAMS. THE HOSPITAL IS COMMITTED TO ENSURING THAT PATIENTS OR PROSPECTIVE PATIENTS IN THE COMMUNITY ARE AWARE OF FINANCIAL ASSISTANCE PROGRAMS. FOR UNINSURED OR UNDERINSURED PATIENTS, THE HOSPITAL WILL ASSIST IN APPLYING FOR AVAILABLE FINANCIAL ASSISTANCE PROGRAMS. THE HOSPITAL NOTIFIES PATIENTS OF THE AVAILABILITY OF ASSISTANCE IN BOTH THE INITIAL BILL SENT TO PATIENTS, AS WELL AS IN GENERAL NOTICES POSTED THROUGHOUT THE HOSPITAL.THE HOSPITAL PROVIDES, UPON REQUEST, SPECIFIC INFORMATION ABOUT THE ELIGIBILITY PROCESS TO BE A LOW-INCOME PATIENT UNDER EITHER THE MASSACHUSETTS HEALTH SAFETY NET PROGRAM OR ADDITIONAL ASSISTANCE FOR PATIENTS WHO ARE LOW INCOME THROUGH BAYSTATE'S OWN INTERNAL FINANCIAL ASSISTANCE PROGRAM. THE HOSPITAL ALSO NOTIFIES PATIENTS ABOUT AVAILABLE PAYMENT PLANS BASED ON THEIR FAMILY SIZE AND INCOME. BAYSTATE HEALTH'S FINANCIAL ASSISTANCE POLICY AND BILLING AND COLLECTION POLICY ARE POSTED ON THE BAYSTATEHEALTH.ORG WEBSITE AT HTTPS://WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING. THE GOAL OF POSTING THE FINANCIAL ASSISTANCE POLICY AND THE BILLING AND COLLECTION POLICY IS TO ENSURE THAT PATIENTS OR PROSPECTIVE PATIENTS IN THE COMMUNITY ARE AWARE OF THE FINANCIAL ASSISTANCE PROGRAMS. SIGNS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS AT THE HOSPITAL ARE TRANSLATED INTO SPANISH AND RUSSIAN AS THESE LANGUAGES ARE PRIMARILY SPOKEN BY MORE THAN 1,000 OR 1% OF THE RESIDENTS IN THE HOSPITAL'S SERVICE AREA. SIGNS ARE LARGE AND CLEARLY VISIBLE. HOSPITAL SIGNS ARE 8.5 X 11 INCHES, AND THE HEADER PRINT FONT IS 24 POINTS. NOTICE OF AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS ARE POSTED IN THE FOLLOWING LOCATIONS: INPATIENT, CLINIC, EMERGENCY DEPARTMENT ADMISSIONS AND/OR REGISTRATION AREAS, CENTRAL ADMISSION/REGISTRATION AREA, PATIENT FINANCIAL COUNSELOR AREAS, AND BUSINESS OFFICE AREAS THAT ARE OPEN TO PATIENTS. PART VI, LINE 4: THE FOLLOWING "COMMUNITY INFORMATION" DESCRIPTION IS EXTRACTED FROM THE HOSPITAL'S 2022 CHNA. BAYSTATE MEDICAL CENTER (BAYSTATE MEDICAL) IS A 768-BED (PLUS 50 BASSINETS) INDEPENDENT ACADEMIC MEDICAL CENTER AND HOME TO THE UMASS CHAN MEDICAL SCHOOL BAYSTATE. BAYSTATE MEDICAL HAS ONE OF NEW ENGLAND'S BUSIEST EMERGENCY ROOMS AND IS THE REGION'S ONLY LEVEL 1 TRAUMA CENTER. BAYSTATE MEDICAL HAS LONG PROVIDED THE REGION WITH THE HIGHEST LEVEL OF CARE FOR CONDITIONS SUCH AS CANCER, ACUTE AND CHRONIC CARDIOVASCULAR ILLNESS, AND A WIDE RANGE OF OTHER MAJOR DISEASES. THE HOSPITAL ALSO OFFERS PRE- AND POST-NATAL CARE FOR MOTHERS GIVING BIRTH AT ITS WESSON WOMEN & INFANTS' UNIT, WHICH IS HOME TO THE REGION'S ONLY LEVEL III NEONATAL INTENSIVE CARE UNIT (NICU). IN ADDITION, THE MEDICAL CENTER OFFERS THE BAYSTATE HEART & VASCULAR PROGRAM AND THE BAYSTATE REGIONAL CANCER PROGRAM, AMONG OTHER ADVANCED SPECIALTY MEDICAL, DIAGNOSTIC, AND SURGICAL SERVICES. BAYSTATE MEDICAL CENTER IS A MEMBER OF BAYSTATE HEALTH, A NOT-FOR-PROFIT, MULTI-INSTITUTIONAL, INTEGRATED HEALTH CARE ORGANIZATION SERVING MORE THAN 800,000 PEOPLE THROUGHOUT WESTERN MASSACHUSETTS. BAYSTATE HEALTH, WITH A WORKFORCE OF 13,000 EMPLOYEES, IS THE LARGEST EMPLOYER IN THE REGION AND INCLUDES BAYSTATE MEDICAL CENTER, BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE WING HOSPITAL, BAYSTATE NOBLE HOSPITAL, BAYSTATE MEDICAL PRACTICES, BAYSTATE HOME HEALTH, AND BAYSTATE HEALTH FOUNDATION.THE COMMUNITIES SERVED BY BAYSTATE MEDICAL INCLUDE THE 23 COMMUNITIES IN HAMPDEN COUNTY, PLUS THE TOWNS OF SOUTH HADLEY AND GRANBY (LOCATED IN HAMPSHIRE COUNTY). HAMPDEN COUNTY IS HOME TO 467,871 RESIDENTS. SPRINGFIELD IS THE LARGEST CITY IN THE AREA AND THIRD LARGEST IN MASSACHUSETTS. THREE ADJACENT CITIES (HOLYOKE, CHICOPEE, AND WEST SPRINGFIELD) JOIN SPRINGFIELD TO CREATE A DENSELY POPULATED URBAN CORE THAT HOUSES OVER HALF OF THE COUNTY POPULATION. EAST AND WEST OF THIS CENTRAL CORE ARE SMALLER COMMUNITIES, A MAJORITY WITH POPULATIONS UNDER 20,000. THE PIONEER VALLEY TRANSIT AUTHORITY (PVTA), THE SECOND LARGEST PUBLIC TRANSIT SYSTEM IN THE STATE, SERVES ELEVEN COMMUNITIES IN THE BAYSTATE MEDICAL SERVICE AREA, AND CONNECTS SUBURBAN AREAS TO THE CORE CITIES AND SERVICES. MUCH OF THE SERVICE AREA IS DEFINED AS MEDICALLY UNDERSERVED. THE SERVICE AREA HAS MORE RACIAL AND ETHNIC DIVERSITY THAN MANY OTHER PARTS OF WESTERN MASSACHUSETTS. ACCORDING TO CENSUS ESTIMATES, THE COMMUNITIES SERVED BY BAYSTATE MEDICAL HAVE BECOME SLIGHTLY MORE DIVERSE SINCE THE LAST CHNA. HAMPDEN COUNTY EXPERIENCED SMALL INCREASES IN THE PROPORTION OF ALL RACIAL AND ETHNIC GROUPS EXCEPT WHITE RESIDENTS, ESPECIALLY IN THE LARGER CITIES. THE HAMPDEN COUNTY POPULATION IS NOW 60% WHITE, 23% LATINO/A/E, 8% BLACK, 5% TWO OR MORE RACES, 3% ASIAN, AND 0.1% INDIGENOUS. THE BIGGEST SUBPOPULATIONS OF LATINO/A/E RESIDENTS IN HAMPDEN COUNTY ARE PUERTO RICAN, "OTHER" LATINO/A/E ETHNICITIES, MEXICAN, AND CUBAN. FOR ASIAN RESIDENTS IN HAMPDEN COUNTY, THE BIGGEST SUBPOPULATIONS ARE "OTHER ASIAN" ETHNICITIES, CHINESE, ASIAN INDIAN, AND VIETNAMESE. THE PROPORTION OF FOREIGN-BORN RESIDENTS IN THE COMMUNITIES SERVED BY BAYSTATE MEDICAL IS CLOSE TO 9%, HALF THE STATEWIDE PROPORTION. IN SPRINGFIELD, ONE IN TEN RESIDENTS IS FOREIGN BORN. THE MEDIAN AGE OF THE COUNTY IS 39 YEARS AND CONTINUES TO CLOSELY MIRROR THE STATE, WHILE SPRINGFIELD REMAINS A YOUNGER CITY WITH A MEDIAN AGE OF JUST OVER 33 YEARS. THE AGING POPULATION OF THE COMMUNITIES SERVED BY BAYSTATE MEDICAL IS GROWING SLOWLY OVER TIME, ALTHOUGH NOT AS FAST AS IN OTHER COUNTIES IN PIONEER VALLEY. THE COUNTY HAS A HIGHER PROPORTION OF RESIDENTS UNDER 65 WITH A DISABILITY (12%) THAN THE STATE OVERALL (8%), AND SPRINGFIELD'S PROPORTION OF RESIDENTS WITH A DISABILITY (16%) IS DOUBLE THAT OF THE STATE. REGARDING INCOME, A SINGLE PARENT WITH ONE CHILD IN HAMPDEN COUNTY WOULD NEED TO EARN $31.30 AN HOUR, OR $65,096 A YEAR, TO MEET LIVING EXPENSES. MEDIAN INCOME BY RACE IS AS FOLLOWS: $61,394 FOR ASIAN, $40,902 FOR BLACK, $27,151 FOR LATINE, $67,601 FOR WHITE, AND $36,665 FOR MULTIPLE RACES. 36.16% OF THE INSURED POPULATION IN HAMPDEN COUNTY ARE MEDICAID BENEFICIARIES, AS COMPARED TO THE STATEWIDE PERCENTAGE OF 23.45%. THE PERCENTAGE OF THE POPULATION THAT IS UNINSURED IN HAMPDEN COUNTY IS 3.14%, WHICH IS 15% HIGHER THAN THE STATEWIDE AVERAGE OF 2.72%. THERE ARE TWO OTHER NON-BAYSTATE HOSPITALS THAT SERVE THE SERVICE AREA. IN THE 2022 ROBERT WOOD JOHNSON FOUNDATION COUNTY HEALTH STATE RANKINGS REPORT, HAMPDEN COUNTY RANKS LAST (14TH OF FOURTEEN COUNTIES). PART VI, LINE 5: THE HOSPITAL FACILITY HAS A RESPONSIBILITY TO RESPOND TO HEALTH CARE NEEDS UNSUPPORTED BY GOVERNMENT PROGRAMS. IN EXCHANGE FOR THIS RESPONSIBILITY, THE HOSPITAL QUALIFIES FOR TAX-EXEMPT STATUS UNDER 501(C)(3). HOWEVER, PROVIDING HOSPITAL CARE ALONE IS NOT ENOUGH TO QUALIFY FOR TAX-EXEMPT STATUS. HOSPITALS ALSO MUST OPERATE IN THE PUBLIC INTEREST AND PROVIDE PROGRAMS THAT BENEFIT THE COMMUNITY.THE CHARITABLE MISSION OF THE HOSPITAL FACILITY, A MEMBER HOSPITAL OF BAYSTATE HEALTH, IS TO IMPROVE THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES EVERY DAY, WITH QUALITY AND COMPASSION. THE HOSPITAL'S COMMUNITY BENEFITS MISSION IS TO REDUCE HEALTH DISPARITIES, PROMOTE COMMUNITY WELLNESS, AND IMPROVE ACCESS TO CARE FOR VULNERABLE POPULATIONS. THE HOSPITAL IS COMMITTED TO MEETING THE IDENTIFIED HEALTH AND WELLNESS NEEDS OF CONSTITUENCIES AND COMMUNITIES SERVED THROUGH THE COMBINED EFFORTS OF BAYSTATE HEALTH'S MEMBER ORGANIZATIONS, AFFILIATED PROVIDERS, AND COMMUNITY PARTNERS.THE HOSPITAL FACILITY MEETS ALL THE FACTORS REQUIRED OF MEDICAL FACILITIES TO MAINTAIN TAX EXEMPTION, AS FIRST DESCRIBED IN REVENUE RULING 69-545. IN SUPPORT OF PATIENT CARE AND THE MEDICAL NEEDS OF THE COMMUNITIES SERVED BY THE HOSPITAL, MEDICAL STAFF MEMBERSHIP AND PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS AND PRACTITIONERS IN WESTERN MASSACHUSETTS WHO MEET THE REQUIREMENTS FOR CREDENTIALING AND CLINICAL PRIVILEGES, WHETHER EMPLOYED BY A RELATED BAYSTATE HEALTH OR COMMUNITY-BASED ENTITY. THE HOSPITAL'S EMERGENCY DEPARTMENT IS OPEN TO ALL IN NEED OF CARE AND SERVICES; NO ONE REQUIRING EMERGENCY CARE IS DENIED TREATMENT. IN ADDITION, SURPLUS FUNDS FROM OPERATIONS ARE GENERALLY APPLIED, AS PERMITTED, TO THE FOLLOWING: IMPROVEMENTS IN PATIENT CARE, EXPANSION AND RENOVATION OF EXISTING FACILITIES, PURCHASE AND REPLACEMENT OF EQUIPMENT, DEBT SERVICE, EXPENSES ASSOCIATED WITH TRAINING OF PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS, PROFESSIONAL DEVELOPMENT OF MEDICAL AND OTHER CLINICAL STAFF, AND THE SUPPORT OF SCIENTIFIC, TRANSLATIONAL, AND CLINICAL RESEARCH.BAYSTATE HEALTH'S VOLUNTEER BOARD OF TRUSTEES, THE GOVERNING BODY OF THE ORGANIZATION AND ITS AFFILIATES, IS COMPRISED OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BAYSTATE HEALTH AND UP TO TWENTY-TWO (22) OTHER ELECTED TRUSTEES WHO ARE REPRESENTATIVE OF THE BROAD RANGE OF INTERESTS WHICH EXIST IN THE COMMUNITIES SERVED BY BAYSTATE HEALTH AND ITS AFFILIATES. THE GOVERNANCE COMMITTEE OVERSEES THE NOMINATION OF TRUSTEES AND SUBMITS RECOMMENDATIONS TO THE BOARD OF TRUSTEES FOR MEMBERSHIP ON THE VARIOUS BOARD COMMITTEES. IN CONSIDERING NOMINATIONS OR RECOMMENDATIONS FOR TRUSTEES, DIRECTORS, COMMITTEE MEMBERS, OR OFFICERS, THE GOVERNANCE COMMITTEE SELECTS NOMINEES WHO ARE REPRESENTATIVE OF THE VARIOUS AND DIVERSE CONSTITUENCIES SERVED BY BAYSTATE HEALTH AND ITS AFFILIATES. THE COMMITTEE NOMINATES PERSONS WHO ARE REPRESENTATIVE OF THE COMMUNITY CONSUMER INTERESTS OF THE VARIOUS NEIGHBORHOODS AND LOCALITIES WHICH ARE SERVED BY BAYSTATE HEALTH AND ITS AFFILIATES IN THE CARRYING OUT OF AND PURSUANT TO THE CHARITABLE MISSION OF THE BAYSTATE HEALTH AND ITS AFFILIATES.GIVEN ITS LIMITED RESOURCES, BAYSTATE HEALTH HAS CONTINUED TO ENGAGE IN STRATEGIC AND THOUGHTFUL PROCESSES REGARDING FINANCIAL INVESTMENTS IN LOCAL INITIATIVES THAT ADDRESS NEEDS IDENTIFIED IN THE CHNA. THESE INVESTMENTS BOTH ALIGN TO LOCAL NEEDS OF EACH HOSPITAL SERVICE AREA, AS WELL AS REGIONAL NEEDS THAT APPLY TO ALL COMMUNITIES SERVED. MANY OF THESE INVESTMENTS ENGAGE COMMUNITY INPUT FROM CBAC MEMBERS AND OTHER LOCAL STAKEHOLDERS TO PROMOTE THE INITIATIVE'S LOCAL IMPACT AND ENCOURAGE OTHER STAKEHOLDERS AND FUNDERS TO PARTICIPATE IN THE ADVANCEMENT OF THE COMMUNITY HEALTH TRANSFORMATION. PART VI, LINE 6: BAYSTATE HEALTH IS A NOT-FOR-PROFIT INTEGRATED HEALTHCARE SYSTEM SERVING OVER 800,000 PEOPLE THROUGHOUT WESTERN MASSACHUSETTS. NATIONALLY RECOGNIZED AS A LEADER IN HEALTHCARE QUALITY AND SAFETY, BAYSTATE HEALTH HAS MORE THAN 13,000 EMPLOYEES AND SERVES A DIVERSE POPULATION OF PATIENTS AT ITS TEACHING HOSPITAL, BAYSTATE MEDICAL CENTER IN SPRINGFIELD, AS WELL AS AT BAYSTATE CHILDREN'S HOSPITAL, ITS THREE COMMUNITY HOSPITALS, SEVERAL URBAN HEALTH CENTERS, HOME CARE AND HOSPICE SERVICES, AND A NETWORK OF OVER 80 MEDICAL PRACTICES. THE FOUR HOSPITALS INCLUDE BAYSTATE MEDICAL CENTER, BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE NOBLE HOSPITAL, AND BAYSTATE WING HOSPITAL; THE OTHER 501(C)(3) ORGANIZATIONS INCLUDE BAYSTATE MEDICAL PRACTICES, VISITING NURSE ASSOCIATION AND HOSPICE OF WESTERN NEW ENGLAND, BAYSTATE ADMINISTRATIVE SERVICES, AND BAYSTATE HEALTH FOUNDATION. BAYSTATE MEDICAL CENTER (BAYSTATE MEDICAL) IS A 716-BED INDEPENDENT ACADEMIC MEDICAL CENTER AND HOME TO THE UMASS CHAN MEDICAL SCHOOL BAYSTATE. BAYSTATE MEDICAL HAS ONE OF NEW ENGLAND'S BUSIEST EMERGENCY ROOMS AND IS THE REGION'S ONLY LEVEL 1 TRAUMA CENTER. THE HOSPITAL ALSO OFFERS PRE- AND POST-NATAL CARE FOR MOTHERS GIVING BIRTH AT ITS WESSON WOMEN & INFANTS' UNIT, WHICH IS HOME TO THE REGION'S ONLY LEVEL III NEONATAL INTENSIVE CARE UNIT (NICU). IN ADDITION, THE MEDICAL CENTER OFFERS THE BAYSTATE HEART & VASCULAR PROGRAM AND THE BAYSTATE REGIONAL CANCER PROGRAM, AMONG OTHER ADVANCED SPECIALTY MEDICAL, DIAGNOSTIC, AND SURGICAL SERVICEBAYSTATE CHILDREN'S HOSPITAL, PART OF BAYSTATE MEDICAL, IS THE ONLY ACCREDITED FULL-SERVICE CHILDREN'S HOSPITAL AND PEDIATRIC-SPECIFIC EMERGENCY DEPARTMENT IN WESTERN MASSACHUSETTS. IT PROVIDES PRIMARY AND ADVANCED MEDICAL CARE TO BABIES, CHILDREN, ADOLESCENTS, AND THEIR FAMILIES.BAYSTATE FRANKLIN MEDICAL CENTER (BAYSTATE FRANKLIN) IS AN 89-BED FACILITY LOCATED IN GREENFIELD, MASSACHUSETTS, WHICH PROVIDES HIGH-QUALITY INPATIENT AND OUTPATIENT SERVICES TO RESIDENTS OF RURAL FRANKLIN COUNTY AND NORTH QUABBIN. INPATIENT SERVICES INCLUDE BEHAVIORAL HEALTH, INTENSIVE CARE, MEDICAL-SURGICAL CARE, AND OBSTETRICS/ MIDWIFERY. OUTPATIENT SERVICES INCLUDE 3D MAMMOGRAPHY, BEHAVIORAL HEALTH, CANCER CARE AND INFUSION, CARDIAC REHABILITATION AND WELLNESS, EMERGENCY CARE, HEART AND VASCULAR PRACTICE AND CLINICAL SERVICES, INTENSIVE CARE, LABORATORY SERVICES, ORTHOPEDIC SURGERY, PAIN MANAGEMENT, ENDOSCOPY AND MINOR PROCEDURES, PULMONARY REHABILITATION, RADIOLOGY, SLEEP MEDICINE, WOUND CARE, AND HYPERBARIC MEDICINE. ADDITIONALLY, THROUGH A PARTNERSHIP WITH THE COMMUNITY HEALTH CENTER OF FRANKLIN COUNTY (CHCFC), A DENTAL CLINIC IS LOCATED ONSITE, ADJACENT TO THE BAYSTATE FRANKLIN EMERGENCY DEPARTMENT.BAYSTATE NOBLE HOSPITAL (BAYSTATE NOBLE) IS AN 85-BED ACUTE CARE COMMUNITY HOSPITAL HELPING PEOPLE IN THE GREATER WESTFIELD COMMUNITY, OFFERING DIRECT ACCESS TO WORLD-CLASS TECHNOLOGY, DIAGNOSTICS, AND SPECIALISTS. THE HOSPITAL WORKS TO ENSURE THAT PATIENTS HAVE ACCESS TO EXCEPTIONAL HEALTHCARE, CLOSE TO HOME. SKILLED AND COMPASSIONATE NURSES AND MEDICAL SUPPORT STAFF OFFER AN IDEAL COMBINATION OF "HIGH TECH AND "HIGH TOUCH," COMPLEMENTING AN OUTSTANDING TEAM OF DOCTORS. SERVICES INCLUDE OBSTETRICS AND GYNECOLOGY, EMERGENCY, LABORATORY, GASTROENTEROLOGY, SURGERY, CARDIOPULMONARY SERVICES AND REHABILITATION, CANCER CARE, UROLOGY, NEUROLOGY, INPATIENT REHABILITATION, AND DIAGNOSTIC IMAGING, INCLUDING 3D MAMMOGRAPHY.BAYSTATE WING HOSPITAL (BAYSTATE WING) IS A 46-BED FACILITY LOCATED IN PALMER, MASSACHUSETTS SERVING PEOPLE THROUGHOUT THE QUABOAG HILLS AND THE PIONEER VALLEY. THE HOSPITAL OFFERS A BROAD RANGE OF MEDICAL AND SURGICAL SERVICES. OUR EXPANDED EMERGENCY DEPARTMENT (ED) OFFERS TWENTY TREATMENT BAYS, INCLUDING TWO BAYS DESIGNATED FOR THE CARE OF TRAUMA PATIENTS AND THREE BAYS FOR PATIENTS WITH BEHAVIORAL HEALTH NEEDS. THE ED PROVIDES COMPREHENSIVE EMERGENCY SERVICES FOR ADULTS AND CHILDREN AROUND THE CLOCK. BAYSTATE WING IS A PRIMARY STROKE CENTER DESIGNATED BY THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, AND OUR ED IS RECOGNIZED WITH A GET WITH THE GUIDELINES GOLD PLUS QUALITY AWARD FOR STROKE CARE FROM THE AMERICAN HEART ASSOCIATION.BAYSTATE MEDICAL PRACTICES (BMP) IS A HEALTH CARE ORGANIZATION CONSISTING OF 769 PHYSICIANS IN A VARIETY OF DISCIPLINES, INCLUDING BUT NOT LIMITED TO PRIMARY, COMMUNITY, SPECIALTY, URGENT AND SURGICAL CARE. OUR FOOTPRINT EXPANDS ACROSS WESTERN MASS WITH OVER 120 DIFFERENT PRACTICES IN FIFTY-FIVE RURAL AND SUBURBAN LOCATIONS. MANY SITES ARE DESIGNATED HEALTH AND WELLNESS CENTERS, SIGNIFYING OUR EMPHASIS ON CONVENIENT, ONE STOP CARE, EMPHASIZING COLLABORATION AMONG PROVIDERS, BETTER COMMUNICATION, AND CONTINUITY OF CARE. BMP'S MISSION IS TO PROVIDE HIGH VALUE CARE TO ANY PATIENT IN NEED, REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR SUCH CARE. DEPENDING ON THE PATIENT'S FINANCIAL ABILITY TO PAY AND CONSISTENT WITH BAYSTATE HEALTH AND BMP GUIDELINES, BMP MAY PROVIDE CARE FREE OF CHARGE OR AT A SIGNIFICANTLY REDUCED RATE. IN TAX YEAR 2023 BMP PROVIDED $1,509,566 IN CHARITY CARE. IN ADDITION TO THE CHARITY CARE PROVIDED TO PATIENTS, BMP'S PHYSICIANS PARTICIPATE IN MANY VARIOUS AND ONGOING COMMUNITY OUTREACH INITIATIVES IN AREAS OF EDUCATION, EMPLOYMENT, SAFETY, AND HEALTH. BMP HAS ALSO TAKEN A LEADERSHIP ROLE IN STRENGTHENING THE HEALTH OF DISADVANTAGED CITIZENS IN SURROUNDING COMMUNITIES, INCLUDING SPECIFIC FOCUS ON HIV/AIDS AND THE UNDERSERVED POPULATION AREAS. MANY OF THESE PROGRAMS ARE STAFFED WITH PHYSICIANS WITHIN THE THREE COMMUNITY-BASED HEALTH CENTERS. BAYSTATE HOME HEALTH, HOSPICE AND PEDIATRIC PALLIATIVE CARE PROVIDES COMPASSIONATE, RESPECTFUL CARE TO PATIENTS AND FAMILIES WHEREVER THEY CALL HOME. EACH PATIENT AND FAMILY ARE CARED FOR BY LICENSED AND EXPERIENCED NURSES, THERAPISTS, SOCIAL WORKERS, HOME HEALTH AND HOSPICE AIDES, SPIRITUAL AND BEREAVEMENT COUNSELORS, AND VOLUNTEERS IN COLLABORATION WITH THEIR PRIMARY CARE PHYSICIANS AND/OR OTHER PROVIDERS. THE HOME HEALTH TEAM WORKS TOGETHER TO ENSURE A SAFE AND SWIFT RECOVERY FROM ILLNESS, ACCIDENT, OR SURGERY IN THE COMFORT OF PATIENTS' HOME. BAYSTATE HOME HEALTH MANAGES OVER 130,000 VISITS ANNUALLY. UNDER THE DIRECTION OF A BOARD-CERTIFIED HOSPICE AND PALLIATIVE CARE MEDICAL DIRECTOR, THE INTERDISCIPLINARY TEAM OFFERS MEDICAL, SPIRITUAL, AND OTHER SUPPORT SERVICES THROUGH ITS EXTENSIVE NETWORK OF CAREGIVERS TO SUPPORT PATIENTS FACING A SERIOUS OR LIFE LIMITING ILLNESS. THIS CARE TEAM WORKS TOGETHER, WITH BOTH THE PATIENT AND FAMILY, TO BRING UNDERSTANDING, COMFORT, DIGNITY, AND A SENSE OF PEACE, AS EACH PATIENT JOURNEYS TOWARDS THE FINAL STAGE OF LIFE. HOSPICE HAS WORKED WITH BMC TO CREATE AN INPATIENT HOSPICE PROGRAM FOR PATIENTS AT END OF LIFE WITH SYMPTOMS THAT ARE DIFFICULT TO MANAGE OUTSIDE OF THE HOSPITAL ALLOWING HOSPICE LEVEL OF CARE IN AN ACUTE SETTING. BAYSTATE HOSPICE CARES FOR OVER 1,200 PATIENTS EACH YEAR. THE PEDIATRIC PALLIATIVE CARE TEAM OF NURSES, SOCIAL WORKERS, SPIRITUAL CARE COUNSELOR, CHILD LIFE SPECIALISTS, MUSIC THERAPISTS, MASSAGE THERAPISTS AND VOLUNTEERS LED BY A BOARD-CERTIFIED PEDIATRICIAN CARE FOR ALMOST ONE HUNDRED PATIENTS AND THEIR FAMILIES EVERY DAY. THEIR PATIENTS RANGE FROM BIRTH TO 19 YEARS OF AGE AND SUFFER WITH LIFE-LIMITING CONDITIONS AND DISEASES. BASED IN SPRINGFIELD, MASSACHUSETTS, HEALTH NEW ENGLAND (HNE) IS A NOT-FOR-PROFIT HEALTH PLAN SERVING MEMBERS IN MASSACHUSETTS AND CONNECTICUT. A WHOLLY OWNED SUBSIDIARY OF BAYSTATE HEALTH, HNE OFFERS A RANGE OF HEALTH CARE PLANS INCLUDING COMMERCIAL, MEDICAID, AND MEDICARE SUPPLEMENTAL COVERAGE. FOR OVER 30 YEARS, HNE HAS BEEN MEETING THE HEALTH CARE NEEDS OF OUR MEMBERS AND CONTINUE TO BE THE MOST TRUSTED AND VALUED HEALTH PLAN IN OUR COMMUNITY. HNE AND BAYSTATE HEALTH PARTNER ON VARIOUS COMMUNITY BENEFIT INITIATIVES INCLUDING HOSTING ANNUAL FORUMS THAT CONVENE COMMUNITY MEMBERS TO SHARE CHNA OUTCOMES, STRATEGIC IMPLEMENTATION PLAN GOALS, INSTITUTIONAL UPDATES, AND CREATE SPACE FOR COMMUNITY INPUT AND DISCUSSION. BAYSTATE HEALTH'S MEDICAID ACCOUNTABLE CARE ORGANIZATION (ACO), THE BEHEALTHY PARTNERSHIP (BHP) IN PARTNERSHIP WITH HEALTH NEW ENGLAND, INCLUDES PRIMARY CARE PROVIDERS (PCPS) WHO ARE BASED AT BAYSTATE HEALTH'S NEARBY HEALTH CENTERS IN SPRINGFIELD, MASSACHUSETTS, AND AT BAYSTATE MEDICAL PRACTICES PRIMARY CARE OFFICES LOCATED IN HAMPDEN, HAMPSHIRE AND FRANKLIN COUNTIES IN WESTERN MASSACHUSETTS. BHP SERVES OVER 48,000 PEOPLE IN THE REGION. IN ITS SEVENTH YEAR, BHP FOCUSED ON CONTINUING TO BUILD OUT ITS CLINICAL INNOVATION STRATEGIES, INTEROPERABILITY INFRASTRUCTURE, AS WELL AS MEET ITS QUALITY STANDARDS. IN ADDITION, HEALTH EQUITY WORK WAS PRIORITIZED IN THE CLINICAL AND DATA ARENAS. THE ACO ALSO DEEPENED COMMUNITY LINKAGE EFFORTS TO BETTER SUPPORT OUR MEMBERS THROUGH THE HEALTH-RELATED SOCIAL NEEDS (HRSN) PROGRAM. COMMUNITY OUTREACH EFFORTS ARE INTRICATELY LINKED TO FUTURE STRATEGIES OF TELEHEALTH, FLEXIBLE SERVICES PROGRAMMING, AND BALANCING MEDICAL AND SOCIAL SUPPORTS FOR BETTER HEALTH OUTCOMES AND REDUCTION OF TOTAL COST OF CARE. A PRIMARY FOCUS OF BHP THIS YEAR WAS STRENGTHENING OUR QUALITY AND HEALTH EQUITY EFFORTS, CONTINUING TO IMPLEMENT CARE DELIVERY INNOVATIONS, AND EXTENDING THE REACH OF OUR CARE MANAGEMENT PROGRAM.IN ADDITION TO THE BRIEF DESCRIPTIONS OF THE AFFILIATED ENTITIES ABOVE, THE INFORMATION BELOW SPEAKS TO ACTIVITIES OF BAYSTATE HEALTH AND ITS AFFILIATES REGARDING PROMOTION OF COMMUNITY HEALTH.HEALTHCARE AND MEDICAL EDUCATIONIN ADDITION TO ITS 13,000 EMPLOYEES, BAYSTATE HEALTH HAS MEDICAL STAFF, NURSES, RESIDENTS AND FELLOWS, MEDICAL STUDENTS, NURSING STUDENTS, AND ALLIED HEALTH STUDENTS WHO GAIN COMPREHENSIVE MEDICAL EDUCATION DURING THE YEAR. A RECOGNIZED LEADER IN EDUCATIONAL INNOVATION, BAYSTATE HEALTH HAS BEEN TRAINING DOCTORS SINCE 1914. HUNDREDS OF RESIDENTS AND FELLOWS IN 11 RESIDENCY AND 20+ FELLOWSHIP PROGRAMS TRAIN AT BAYSTATE HEALTH. IN ADDITION, BAYSTATE HEALTH PROVIDED TRAINING TO OVER 150 MEDICAL STUDENTS COMPLETING CLERKSHIPS AND ELECTIVES IN VARIOUS SPECIALTIES.HUNDREDS OF NURSING AND ALLIED HEALTH STUDENTS FROM LOCAL COLLEGES AND UNIVERSITIES COMPLETE CLINICAL TRAINING EACH YEAR AS PART OF THEIR ASSOCIATE, BACCALAUREATE, MASTER'S, AND POST-DOCTORAL WORK. BAYSTATE HEALTH IS A NATIONALLY ACCREDITED PROVIDER OF CONTINUING EDUCATION FOR THE ENTIRE TEAM OF HEALTH CARE PROFESSIONALS. CONTINUING EDUCATION IS PROVIDED THROUGH REGIONAL CONFERENCES, GRAND ROUNDS, AND INTERNET COURSES. BAYSTATE HEALTH CONTINUES TO OFFER A ROBUST NURSE RESIDENCY PROGRAM. THE PROGRAM IS A 10-MONTH LONG PROGRAM FOR REGISTERED NURSES WITH LESS THAN 10 MONTHS EXPERIENCE, OFFERING PRACTICE-BASED EXPERIENCE, IN-DEPTH LEARNING, AND ONGOING PROFESSIONAL DEVELOPMENT. BAYSTATE HEALTH'S NURSE RESIDENCY PROGRAM SUCCESSFULLY ACHIEVED REACCREDITATION IN JULY 2021 AS A PRACTICE TRANSITION PROGRAM BY THE AMERICAN NURSES CREDENTIALING CENTER'S (ANCC) COMMISSION ON ACCREDITATION WITH A PLAN TO REACCREDIT IN 2025. BAYSTATE HEALTH CONTINUES TO PROVIDE A SUBSET OF NURSES WITH FORGIVABLE NURSING LOANS TOWARDS EARNING THEIR ADN, BSN, MASTERS, DNP, OR PHD IN NURSING. THE PROGRAM WAS ESTABLISHED IN 2002 AND TO DATE HAS SUPPORTED MORE THAN 1,782 RNS AND STUDENT NURSES PROVIDING MORE THAN $2.8M IN FORGIVABLE LOANS. IN EARLY 2024, THE DECISION WAS REACHED TO CONSOLIDATE THE NURSING FORGIVABLE LOAN PROGRAM WITH AN ENHANCED TUITION ASSISTANCE PROGRAM. EMPLOYEES WORKING 30 HOURS, OR MORE ARE ELIGIBLE FOR THE MAX IRS ALLOWED BENEFIT OF $5,250 PER CALENDAR YEAR WITH PART-TIME EMPLOYEES PRORATED. BAYSTATE HEALTH CONTRIBUTES $300,000 PER YEAR IN TUITION ASSISTANCE FOR EMPLOYEES.THE BAYSTATE MEDICAL CENTER'S MIDWIFERY EDUCATION PROGRAM GRADUATED FOUR STUDENTS IN 2024. ALL FOUR STUDENTS HAVE SUCCESSFULLY PASSED THEIR CERTIFICATION BOARD EXAM AND ARE EMPLOYED AS CERTIFIED NURSE-MIDWIVES IN BOSTON, PITTSFIELD, AND WORCESTER, MA; AND HARTFORD, CT. THE BAYSTATE MEDICAL CENTER MIDWIFERY EDUCATION PROGRAM CONTINUES TO SUPPORT AREA WORKFORCE, WITH PROGRAM ALUMNI COMPRISING 30% OF CNMS EMPLOYED IN PRACTICES IN SPRINGFIELD AND SURROUNDING AREAS.IN PARTNERSHIP WITH THE UNIVERSITY OF MASSACHUSETTS CHAN MEDICAL SCHOOL, BAYSTATE HEALTH IS THE REGIONAL CAMPUS FOR AN INNOVATIVE CURRICULUM TRACK CALLED POPULATION-BASED URBAN AND RURAL COMMUNITY HEALTH (PURCH). THE PURCH TRACK IS AN INNOVATIVE, COMMUNITY-CENTERED, EQUITY-FOCUSED, EXPERIENTIAL CURRICULUM TO HELP STUDENTS DEVELOP INTO PHYSICIANS WHO WILL BE TRANSFORMATIVE LEADERS WITH KNOWLEDGE, SKILLS, AND MINDSET TO ADVOCATE FOR AND PROVIDE EQUITABLE, HIGH-QUALITY CARE TO COMMUNITIES FACING SYSTEMIC HEALTH DISPARITIES. THE PURCH TRACK IS DESIGNED TO EQUIP STUDENTS THE SKILLS NECESSARY TO PROVIDE HIGH-QUALITY CARE TO BAYSTATE HEALTH'S DIVERSE PATIENT POPULATIONS. THE PURCH TRACK INTEGRATES COMMUNITY IDENTIFIED PRINCIPLES, IMMERSES STUDENTS IN SURROUNDING COMMUNITIES, AND CULTIVATES A COMMUNITY OF PRACTICE. THROUGH A COMBINATION OF CLASSROOM LEARNING AND HANDS-ON CLINICAL EXPERIENCES ACROSS VARIOUS SETTINGS, STUDENTS ARE GUIDED BY EXPERT FACULTY WITH SPECIALIZED EXPERTISE IN POPULATION HEALTH AND MEDICAL EDUCATION. THE GOALS OF THE PROGRAM ARE TO INCREASE ACCESS TO STUDENTS IN MASSACHUSETTS SEEKING AN AFFORDABLE MEDICAL EDUCATION; TO RESPOND TO THE HEALTH CARE NEEDS OF THE COMMONWEALTH BY INCREASING THE NUMBER OF MASSACHUSETTS PHYSICIANS TRAINED IN URBAN AND RURAL PRIMARY CARE; AND TO IMPROVE POPULATION HEALTH AND CREATE FUTURE PHYSICIANS WITH THE SKILLS NEEDED TO IMPACT HEALTH DISPARITIES. AS OF 2024 PURCH HAS GRADUATED NINETY-ONE STUDENTS, 71% HAVE PURSUED PRIMARY CARE RESIDENCIES, 11% HAVE STAYED AT BAYSTATE TO PURSUE RESIDENCY TRAINING. TWO PURCH GRADUATES HAVE STAYED IN OUR REGION AS A FELLOW AND FACULTY. FOR THE GRADUATING CLASS OF 2024, 32% OF STUDENTS STAYED IN MASSACHUSETTS. UNIQUE TO THE PURCH PROGRAM IS OUR BAYSTATE COMMUNITY FACULTY. THESE TEN INDIVIDUALS ARE NON-PHYSICIANS WHO ARE DEEPLY CONNECTED TO THE COMMUNITIES SERVED BY BAYSTATE HEALTH. THEY BRING VALUABLE REAL-WORLD EXPERIENCE FROM THEIR ROLES AS RESIDENTS OF THOSE COMMUNITIES, CONTRIBUTING TO THE EDUCATION OF MEDICAL STUDENTS. THEY WORK TO ADDRESS HEALTH, SOCIAL, AND ECONOMIC DISPARITIES BY SHARING THEIR LIFE EXPERIENCES AND LEADERSHIP IN VARIOUS FIELDS, HELPING STUDENTS DEVELOP SKILLS TO IMPROVE SOCIAL OUTCOMES. THROUGH THEIR INVOLVEMENT, THEY ENRICH THE ACADEMIC SETTING BY INTEGRATING PRACTICAL KNOWLEDGE WITH MEDICAL EDUCATION.IN 2024, OVER 285,000 SPOKEN AND SIGNED LANGUAGE INTERPRETER SESSIONS HELPED PATIENTS AND FAMILIES BETTER UNDERSTAND THEIR CARE RESULTING IN BETTER ACCESS TO AND EQUITY IN THEIR HEALTHCARE. BAYSTATE PROVIDES IN-PERSON INTERPRETERS AS WELL AS TELEPHONIC AND VIDEO INTERPRETERS OFF-SITE. OUR NATIONALLY CERTIFIED TRANSLATORS TRANSLATED MORE THAN 11,000 PAGES OF PATIENT-RELATED INFORMATION AND INSTRUCTIONS, HELPING TO ENSURE THAT OUR PATIENTS WERE WELL-INFORMED ABOUT THEIR HEALTH CONDITION(S) AND HOW TO CARE FOR THOSE CONDITIONS IN SIMPLE TERMS AND IN A LANGUAGE THEY PREFER. MATERNAL HEALTH AND PARENTAL EDUCATIONBAYSTATE HEALTH AND ITS AFFILIATES ARE COMMITTED TO PROVIDING THE COMMUNITIES THEY SERVE THROUGHOUT WESTERN MASSACHUSETTS WITH THE RESOURCES NECESSARY TO STAY INFORMED AND HEALTHY BY PROVIDING BOTH BASIC AND EXTENSIVE EDUCATIONAL OPPORTUNITIES SUCH AS PARENT EDUCATION CLASSES, INCLUDING "BAYSTATE'S BABIES" AT BAYSTATE MEDICAL CENTER, A PERINATAL EDUCATION AND SUPPORT PROGRAM. ALSO OFFERED ARE BREASTFEEDING CLASSES, PRENATAL/POSTNATAL CHILDBIRTH EDUCATION CLASSES, AND INFANT SAFETY CLASSES. SOME CLASSES ARE FREE WHILE OTHERS ARE OFFERED AT A REASONABLE FEE. NO ONE IS TURNED AWAY DUE TO INABILITY TO PAY.THE MOMS DO CARE EMPOWER PROGRAM AT BAYSTATE FRANKLIN WAS INITIALLY DESIGNED TO HELP PREGNANT WOMEN WITH OPIOID USE DISORDER (OUD) HAVE HEALTHY BABIES AND PURSUE HEALTHIER FUTURES. MDC-E IS SUPPORTED BY STATE OPIOID RESPONSE FUNDING THROUGH 2028 FROM THE SUBSTANCE ABUSE AND MENTAL HEALTH SERVICE ADMINISTRATION (SAMHSA) AND THE MA DEPARTMENT OF PUBLIC HEALTH, BUREAU OF SUBSTANCE ADDICTION SERVICES. THE PROGRAM'S EXPANDED ELIGIBILITY CRITERIA INCLUDE OPIOIDS, STIMULANTS, THC AND ALCOHOL. MDC-E PROVIDES A MEDICAL/BEHAVIORAL HEALTH HOME, OFFERING PEER SUPPORT THROUGH RECOVERY COACHES AND DOULAS WHO PARTNER WITH WOMEN IN PREGNANCY AND UP TO 3 YEARS POSTPARTUM. DOULAS COMPLEMENT THE EXPERT CARE PROVIDED BY THE FRANKLIN MEDICAL CENTER BIRTHPLACE TO SUPPORT ROOMING IN, BREASTFEEDING AND THE IMPLEMENTATION OF EAT-SLEEP-CONSOLE TO ENSURE THE MOST FAVORABLE OUTCOMES FOR NEONATES EXPERIENCING NEONATAL ABSTINENCE SYNDROME (NAS) OR NEONATAL OPIOID WITHDRAWAL SYNDROME (NOWS) AND THEIR MOTHER'S CARE COORDINATION AND SERVICE NAVIGATION ARE ALSO PROVIDED THROUGH OBSTETRIC AND MIDWIFERY PROVIDERS AS WELL AS A LICENSED SOCIAL WORKER. THE EMPOWER PROGRAM CURRENTLY SERVES APPROXIMATELY THIRTY WOMEN AND FAMILIES IN FRANKLIN COUNTY EACH YEAR. BAYSTATE MEDICAL CONTINUES IMPLEMENTATION OF AN ENHANCED WAY TO CARE FOR NEWBORNS PHYSIOLOGICALLY DEPENDENT ON OPIOIDS AND THEIR MOTHERS CALLED THE ROOMING-IN PROGRAM.PREVIOUSLY, BABIES IMPACTED BY MATERNAL OUD WERE ADMITTED TO THE NEONATAL INTENSIVE CARE UNIT IF THEY REQUIRED PHARMACOLOGICAL TREATMENT FOR NEONATAL ABSTINENCE SYNDROME. PARENTS UNDERSTOOD LITTLE ABOUT THE PROCESS AND LENGTH OF STAY AVERAGED SEVERAL WEEKS. WITH THE ROOMING-IN PROGRAM, ELIGIBLE BABIES REMAIN WITH THEIR MOTHERS IN A PRIVATE ROOM THROUGHOUT TREATMENT, ENCOURAGING BREASTFEEDING AND BONDING. MOTHERS RECEIVE PRENATAL AND POSTNATAL EDUCATION TO BETTER UNDERSTAND THE PROCESS AND HOW TO CARE FOR THEIR BABIES, LEAVING THEM EMPOWERED WHILE SIGNIFICANTLY DECREASING LENGTH OF STAY FOR THESE BABIES.IN FY2024, BAYSTATE HEALTH OFFERED FREE EDUCATION PROGRAMS TO WOMEN AND SENIORS 55+. BAYSTATE HEALTH SENIOR CLASS IS A FREE LOYALTY PROGRAM DEDICATED TO HEALTH AND WELLNESS OFFERED EXCLUSIVELY FOR MEN AND WOMEN AGES FIFTY-FIVE AND OVER. THE 21,000+ SENIOR CLASS MEMBERS RECEIVED A QUARTERLY NEWSLETTER AND BI-MONTHLY ENEWS WITH VALUABLE HEALTH INFORMATION, BENEFITS, AND INVITATIONS TO UNIQUE EVENTS, INCLUDING VIRTUAL EVENTS DESIGNED WITH THEIR INTERESTS IN MIND. THE FREE BAYSTATE HEALTH EVERY WOMAN LOYALTY PROGRAM OFFERS ITS 15,000+ MEMBERS THE LATEST WOMEN'S HEALTH INFORMATION THROUGH SEMINARS WITH PHYSICIANS, NURSES, AND OTHER MEDICAL PROFESSIONALS IN A COMFORTABLE AND LIVELY SETTING AS WELL AS VIRTUAL EVENTS. MEMBERS RECEIVE A QUARTERLY NEWSLETTER AND MONTHLY ENEWS. THE PROGRAM IS DESIGNED TO INCREASE KNOWLEDGE OF WOMEN'S HEALTH ISSUES, AND IN TURN, PROVIDE WOMEN WITH THE INFORMATION THEY NEED TO MAKE THE BEST DECISIONS REGARDING THEIR HEALTH.SINCE ITS INCEPTION IN 1994, RAYS OF HOPE HAS BEEN HELPING PEOPLE IN THE FIGHT AGAINST BREAST CANCER BY WALKING ALONGSIDE THEM ON THEIR CANCER JOURNEY. THROUGH THE BAYSTATE HEALTH BREAST NETWORK, RAYS OF HOPE CARES FOR THE WHOLE PERSON FROM DIAGNOSIS, THROUGHOUT TREATMENT, AND BEYOND BY SUPPORTING RESEARCH AT THE RAYS OF HOPE CENTER FOR BREAST CANCER RESEARCH, PROVIDING FUNDING FOR STATE-OF-THE-ART EQUIPMENT, BREAST HEALTH PROGRAMS, AND OUTREACH AND EDUCATION THROUGHOUT BAYSTATE HEALTH AS WELL AS PROVIDING GRANTS FOR COMPLEMENTARY THERAPIES AND CANCER PROGRAMS TO OUR COMMUNITY PARTNERS THROUGHOUT WESTERN MASSACHUSETTS. RAYS OF HOPE HAS RAISED MORE THAN $17.7 MILLION IN FUNDS, TO DATE, WITH EVERY DOLLAR REMAINING IN WESTERN MASSACHUSETTS.THE UNITED WAY DEVELOPS AND SUPPORTS PROGRAMS THAT DIRECTLY IMPROVE THE LIVES OF PEOPLE IN OUR COMMUNITIES, A MISSION PROUDLY SHARED BY BAYSTATE HEALTH. BAYSTATE HEALTH IS A LONG-TIME SUPPORTER OF THE UNITED WAY, AND A MAJOR CONTRIBUTOR TO THE ORGANIZATION WITH WORKFORCE CAMPAIGNS AND THOUSANDS OF EMPLOYEE DONORS AND VOLUNTEERS. BAYSTATE HEALTH'S CONTRIBUTIONS HELP THE UNITED WAY SERVE OUR FAMILIES, FRIENDS, COLLEAGUES, AND OTHERS WHO SEEK HELP IN DIFFERENT WAYS AND AT VARIOUS TIMES IN THEIR LIVES. THREE COMMUNITY CAMPAIGNS ARE HELD ANNUALLY: SPRINGFIELD, WESTFIELD, AND PALMER WORKPLACE TO SUPPORT THE UNITED WAY OF PIONEER VALLEY, GREENFIELD WORKPLACE TO SUPPORT THE UNITED WAY OF FRANKLIN COUNTY, AND WARE WORKPLACE TO SUPPORT THE UNITED WAY OF HAMPSHIRE COUNTY. EMPLOYEES CAN DIRECT THEIR DONATIONS TO ONE OR ALL THE UNITED WAY'S ACTION AREAS: EDUCATION, INCOME, AND HEALTH, OR DESIGNATE TO A QUALIFIED AGENCY WITH A MINIMUM CONTRIBUTION.SEE ALSO ADDITIONAL INFORMATION REGARDING BAYSTATE HEALTH, INC. AND ITS AFFILIATE'S PROMOTION OF COMMUNITY HEALTH ABOVE IN LINE 4.PART VI, LINE 7, LIST OF STATES RECEIVING COMMUNITY BENEFIT REPORT:MA 1 BAYSTATE HEALTH 759 CHESTNUT STREET SPRINGFIELD MA 01199 042105941 501(C)(3) 7797644 0 STRATEGIC INITIATIVES CHD CANCER HOUSE OF HOPE INC 1999 WESTFIELD ST WEST SPRINGFIELD MA 01089 042503926 501(C)(3) 9000 0 FUNDING EXPENSES OF THE MOST WELL-ATTENDED CHH PROGRAMMING UTILIZED BY WOMEN WITH BREAST CANCER YMCA OF GREATER SPRINGFIELD 1550 MAIN STREET SPRINGFIELD MA 01115 041859893 501(C)(3) 14384 0 FUNDING PARTICIPATION FOR BREAST CANCER SURVIVORS IN THE LIVESTRONG PROGRAM. LIVESTRONG AT THE Y IS A 12-WEEK EXERCISE PROGRAM FOR ADULT CANCER SURVIVORS IN ANY STAGE OF THEIR SURVIVORSHIP JOURNEY. THIS PROGRAM HELPS BUILD STRENGTH, ENDURANCE, FLEXIBILITY AND BALANCE TO HELP CANCER SURVIVORS GET STRONGER, FEEL BETTER AND GET BACK TO WHERE THEY WANT TO BE. THE GROUP SETTING PROVIDES CONNECTIONS WITH OTHER CANCER SURVIVORS, WHICH CAN BE EQUALLY IMPORTANT AS THE PHYSICAL COMPONENT. PARADISE CITY DRAGON BOAT PO BOX 1557 NORTHAMPTON MA 01060 812084290 501(C)(3) 8482 0 RAYS OF HOPE AWARD VIA OUR COMMUNITY GRANT PROGRAM TO SUPPORT SURVIVORS IN THE COMMUNITY PIONEER VALLEY RIVERFRONT CLUB PO BOX 3123 SPRINGFIELD MA 01101 260251831 501(C)(3) 8762 0 RAYS OF HOPE AWARD VIA OUR COMMUNITY GRANT PROGRAM TO SUPPORT SURVIVORS IN THE COMMUNITY COMMUNITY ADOLESCENT RESOURCE AND EDUCATION CENTER INC 247 CABOT STREET HOLYOKE MA 01040 042962882 501(C)(3) 200000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR CABOT STREET COLLEGE, IN PARTNERSHIP WITH GREENFIELD COMMUNITY COLLEGE, OFFERING A YEAR-ROUND SERIES OF THREE-CREDIT COLLEGE COURSES. WESTFIELD STATE UNIVERSITY 577 WESTERN AVE WESTFIELD MA 01085 043062617 501(C)(3) 130490 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR HEALTHCARE CAREER NAVIGATOR INITIATIVE PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS 1350 MAIN STREET SUITE 1006 SPRINGFIELD MA 01103 043342182 501(C)(3) 100000 0 COMMUNITY BENEFIT GRANT TO SUPPORT 413CARES (ONLINE COMMUNITY RESOURCE DATABASE) TOWN OF WARE 126 MAIN STREET WARE MA 01082 046001335 134000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR QUABOAG REGION ENGAGING YOUTH IN EDUCATION TO EMPLOYMENT INITIATIVE MONTAGUE CATHOLIC SOCIAL MINISTRIES 41 3RD STREET TURNERS FALLS MA 01376 043274078 501(C)(3) 75366 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR DIRECTOR OF POLICY, ADVOCACY AND DEVELOPMENT NEW NORTH CITIZENS' COUNCIL 2455 MAIN STREET SPRINGFIELD MA 01107 237371934 501(C)(3) 45500 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR PROJECT COACH COMMUNITY ADOLESCENT RESOURCE AND EDUCATION CENTER INC 247 CABOT STREET HOLYOKE MA 01040 042962882 501(C)(3) 40000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR BARD MICROCOLLEGE HOLYOKE, THE NATION'S FIRST COLLEGE FOR YOUNG MOTHERS AND LOW-INCOME WOMEN. THE FOOD BANK OF WESTERN MA 25 CAREW STREET CHICOPEE MA 01020 042751023 501(C)(3) 35209 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR FOOD INSECURITY SCREENING AND REFERRAL INITIATIVE (FISRI)-WESTFIELD FOOD INSECURITY REFERRAL PROGRAM MENTAL HEALTH ASSOCIATION 350 MEMORIAL DRIVE CHICOPEE MA 01020 046197938 501(C)(3) 28166 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR SUBSTANCE USE RECOVERY COACH COMMUNITY LEGAL AID 370 MAIN STREET 200 WORCESTER MA 01608 042446242 501(C)(3) 25000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR FAMILY PRESERVATION PROJECT FOLLOW MY STEPS FOUNDATION 33 HASKIN STREET SPRINGFIELD MA 01109 852648252 501(C)(3) 25000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR STEPS TO EMPOWERMENT PROGRAM (YOUTH MENTAL HEALTH AND WELL-BEING INITIATIVE) LATINO COUNSELING CENTER 125 LIBERTY STREET SPRINGFIELD MA 01103 832414372 501(C)(3) 25000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR MINDFUL CONNECTIONS/CONEXIONES CONSCIENTES (YOUTH MENTAL HEALTH AND WELL-BEING INITIATIVE) MARTIN LUTHER KING JR FAMILY SERVICES 106 WILBRAHAM ROAD SPRINGFIELD MA 01109 042647035 501(C)(3) 25000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR BEAT THE ODDS INITIATIVE (YOUTH MENTAL HEALTH AND WELL-BEING INITIATIVE) SPRINGFIELD PRIDE PARADE ORGANIZATION 63 CHESTER STREET SPRINGFIELD MA 01105 871620696 501(C)(3) 25000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR SAFE SPACE PROGRAM (YOUTH MENTAL HEALTH AND WELL-BEING INITIATIVE) GIRLS INC OF THE VALLEY 480 HAMPDEN STREET HOLYOKE MA 01040 042748244 501(C)(3) 20000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR GROWING THE GIRLS INC. EXPERIENCE THE LITERACY PROJECT 15 BANK ROW SUITE C GREENFIELD MA 01301 042907399 501(C)(3) 14464 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR BUILDING HEALTHY LIFESTYLES TOGETHER INITIATIVE PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS 1350 MAIN STREET SUITE 1006 SPRINGFIELD MA 01103 043342182 501(C)(3) 90255 0 EVALUATION AND TECHNICAL ASSISTANCE SUPPORT OF BETTER TOGETHER COMMUNITY BENEFIT GRANTEES 21 1 PART I, LINE 2: BAYSTATE MEDICAL CENTER, INC. MAINTAINS A CLOSE RELATIONSHIP WITH ITS GRANTEES, WHICH INCLUDE BAYSTATE HEALTH, INC. (BH). THROUGH THIS CLOSE RELATIONSHIP, MANAGEMENT IS ABLE TO ENSURE THE GRANTED MONEY IS USED FOR THE INTENDED PURPOSES. 0 1 0 0 0 0 0 0 0 MARK A KEROACK MD TRUSTEE (THRU 6/3/24)/PRESIDENT & CE 0 1487185 0 683230 0 543592 0 24750 0 19515 0 2758272 0 4275 RAYMOND MCCARTHY TRUSTEE/SVP, CFO & TREASURER BH 0 709330 0 234559 0 237354 0 28050 0 1869 0 1211162 0 4275 SAMUEL SKURA TRUSTEE/PRES BMC SVP 0 718579 0 261625 0 36018 0 182910 0 3811 0 1202943 0 0 NICOLAS JABBOUR MD TRUSTEE (AS OF 1/1/24)/CHAIR DEPT. O 0 772014 0 185418 0 69500 0 21450 0 35040 0 1083422 0 0 DOUGLAS SALVADOR MD SVP/CQO BH, CMO BMC 0 497329 0 170687 0 163724 0 21450 0 32192 0 885382 0 4275 KEVIN P MORIARTY MD TRUSTEE (THRU 12/31/23)/CHIEF PED SU 584263 0 127644 0 60896 0 28050 0 26443 0 827296 0 4275 0 WAYNE DUKE MD TRUSTEE/ASSOCIATE PATHOLOGIST 406566 0 72578 0 38813 0 28050 0 25048 0 571055 0 0 0 PETER FRIEDMANN MD ASSOC DEAN CHIEF RES OFFICER 364230 0 72320 0 42711 0 21450 0 25909 0 526620 0 4275 0 PETER LINDENAUER MD ASST DEAN POPULATION HEALTH 360361 0 71775 0 31222 0 28050 0 10786 0 502194 0 0 0 JOANNE MILLER VP/CHIEF NURSING OFFICER 0 361270 0 66830 0 14733 0 21450 0 13355 0 477638 0 0 JASMINE J PAADAM MD CIS PHYSICIAN LEADER 314382 0 35173 0 1491 0 18951 0 2856 0 372853 0 0 0 CHRISTIAN LAGIER VP DIGITAL INNOVATION/EXEC DIR OF TE 257767 0 59624 0 7312 0 11147 0 34028 0 369878 0 0 0 AARON J MICHELUCCI VP CLINICAL SUPPORT SERVICES 253856 0 48740 0 868 0 22684 0 32596 0 358744 0 0 0 KRISTIN R DELANEY CLERK/DIR CORP GOVERNANCE 0 158929 0 15361 0 2590 0 11919 0 28513 0 217312 0 0 PART I, LINE 3: THE COMPENSATION COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS) HAS BEEN APPOINTED THROUGH BOARD RESOLUTION AS THE HUMAN RESOURCES COMMITTEE OF THE FILING ORGANIZATION. THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF THE FILING ORGANIZATION. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE PRESIDENT WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE PRESIDENT IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA. THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. AND ALL SUCH DELIBERATIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY. PART I, LINE 4B: WAYNE DUKE, MD - SUPPLEMENTAL RETIREMENT OF $12,100 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2023. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. PETER FRIEDMANN, MD - SUPPLEMENTAL RETIREMENT OF $14,436 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $5,211 EARNED AND PAID IN 2023 AND $4,275 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. MARK A. KEROACK, MD - SUPPLEMENTAL RETIREMENT OF $431,905 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $427,630 EARNED AND PAID IN 2023 AND $4,275 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. NICHOLAS JABBOUR, MD - SUPPLEMENTAL RETIREMENT OF 33,852 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2023. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. CHRISTIAN LAGIER - SUPPLEMENTAL RETIREMENT OF $4,761 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2023. PETER LINDENAUER, MD - SUPPLEMENTAL RETIREMENT OF $4,932 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2023. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. JOANNE MILLER - SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. AARON MICHELUCCI - SUPPLEMENTAL RETIREMENT OF $4,003 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. KEVIN P. MORIARTY, MD - SUPPLEMENTAL RETIREMENT OF $29,104 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $24,829 EARNED AND PAID IN 2023 AND $4,275 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. RAYMOND MCCARTHY - SUPPLEMENTAL RETIREMENT OF $190,955 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $186,680 EARNED AND PAID IN 2023 AND $4,275 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. DOUGLAS SALVADOR, MD - SUPPLEMENTAL RETIREMENT OF $128,870 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $124,595 EARNED AND PAID IN 2023 AND $4,275 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. SAMUEL SKURA - SUPPLEMENTAL RETIREMENT OF $166,410 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. A MA HEALTH & EDUC FACIL AUTHORITY 042456011 57586EKC4 2009-06-25 198611250 MA HEFA SERIES IJK - SEE PART VI 0 0 0 B MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2021-08-31 19099659 MA DFA SERIES L - SEE PART VI 0 0 0 C MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2012-08-09 40137000 MA DFA SERIES M - SEE PART VI 0 0 0 D MA DEVELOPMENT FINANCE AGENCY 043431814 57583UN79 2014-11-06 60742119 MA DFA SERIES N - SEE PART VI 0 0 0 A 75380000 199122425 1845403 93479 132183543 65000000 2012 1 0 1 1 B 19099659 19099659 2021 1 0 1 1 C 15380000 40137000 229661 39907339 2004 1 0 1 1 D 3020000 60786027 753513 60032514 2016 0 0 1 1 A 0 0 1 1 1 1 0.00070 0.00050 0.00120 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 1 0 0 1 0 0 0 1 C 0 0 1 0 1 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MA HEALTH & EDUC. FACIL. AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/24/2012 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/09/2017 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/11/2019 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/21/2022 BOND ISSUES SUPPLEMENTAL INFORMATION: A MHEFA SERIES I, J-1, J-2, K-1, K-2 PART I, DESCRIPTION OF PURPOSE PER THE OFFICIAL STATEMENT, THE PURPOSE OF THE BOND PROCEEDS IS: (I) TO PAY A PORTION OF THE COSTS ASSOCIATED WITH THE ACQUISITION OF LAND, SITE DEVELOPMENT, CONSTRUCTION OR ALTERATION OF BUILDINGS OR THE ACQUISITION OR INSTALLATION OF FURNISHINGS AND EQUIPMENT, REFINANCING OF, OR ANY COMBINATION OF THE FOREGOING, IN CONNECTION WITH THE CONSTRUCTION, IMPROVEMENT, EQUIPPING, AND OTHER RELATED CAPITAL EXPENDITURES OF A SEVEN-STORY, APPROXIMATELY 599,100 GROSS SQUARE FOOT PRIMARILY INPATIENT BUILDING LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS, INCLUDING DEMOLITION AND SITE WORK, WHICH BUILDING WILL BE CONSTRUCTED BY BAYSTATE TOTAL HOME CARE (BTHC) AND LEASED TO BAYSTATE MEDICAL CENTER BY BTHC; (II) FOR THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND RENOVATIONS TO EXISTING FACILITIES OF THE MEDICAL CENTER AND OTHER ROUTINE CAPITAL EXPENDITURES INCLUDED OR TO BE INCLUDED IN THE MEDICAL CENTER'S CAPITAL BUDGET OVER THE NEXT THREE YEARS FOR USE IN CONNECTION WITH THE MEDICAL CENTER'S HOSPITAL OPERATIONS; (III) FOR THE REFINANCING OF A PORTION OF AN OUTSTANDING COMMERCIAL LOAN IN THE AMOUNT OF $65,000,000 MADE BY BANK OF AMERICA, N.A. ON OCTOBER 20, 2008 TO THE MEDICAL CENTER IN CONNECTION WITH THE DEFEASANCE OF THE AUTHORITY'S REVENUE BONDS, BAYSTATE MEDICAL CENTER ISSUE, SERIES D, ISSUED SEPTEMBER 16, 1993; (IV) FOR THE FINANCING OF COSTS ASSOCIATED WITH THE ISSUANCE OF BONDS AND; (V) FINANCING OF ROUTINE CAPITAL CONSTRUCTION, RENOVATIONS, AND EQUIPPING OF VARIOUS FACILITIES OF BAYSTATE MEDICAL CENTER. B MDFA REVENUE BONDS, SERIES L (REISSUED) PART I, DESCRIPTION OF PURPOSE TO REFUND (AS A REISSUANCE) THE SERIES L BONDS ISSUED NOVEMBER 2, 2011. C - MDFA REVENUE BONDS SERIES M PART I, DESCRIPTION OF PURPOSE - THE PURPOSE OF THE BOND PROCEEDS IS: (I) TO ADVANCE REFUND $39,907,339 PRINCIPAL AMOUNT OF MASSACHUSETTS HEALTH AND EDUCATION FACILITIES AUTHORITY'S REVENUE BONDS, BAYSTATE MEDICAL CENTER (THE INSTITUTION) ISSUE, SERIES F (THE "SERIES F BONDS"), ISSUED JUNE 12, 2002 THE PROCEEDS OF WHICH FINANCED THE CONSTRUCTION OF A NEW CANCER CENTER WITH A PARTIAL THIRD FLOOR MEDICAL RECORD AND SUPPORT AREA; ACQUISITION OF A SURGERY CENTER FACILITY, CERTAIN RENOVATIONS AND EQUIPMENT ACQUISITIONS; AND (II) FINANCE COSTS OF ISSUANCE RELATING TO THE BOND. D MDFA REVENUE BONDS SERIES N PART I, DESCRIPTION OF PURPOSE THE PURPOSE OF THE BOND PROCEEDS IS: (I) CAPITAL EXPENDITURES, INCLUDING CAPITALIZED INTEREST, IN CONNECTION WITH THE FOLLOWING PROJECTS (THE "PROJECT"); A) THE BUILD-OUT OF AND EQUIPPING OF CERTAIN INTERIOR SPACE WITHIN A SEVEN-STORY, APPROXIMATELY 599,100 GROSS SQUARE FOOT PRIMARILY INPATIENT BUILDING OWNED BY BTHC AND LEASED TO BAYSTATE MEDICAL CENTER LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS, SUCH BUILD-OUT TO INCLUDE INPATIENT ROOMS, OPERATING ROOMS, AND INPATIENT PHARMACY, AND B) THE ACQUISITION OF MEDICAL EQUIPMENT, INFORMATION TECHNOLOGY EQUIPMENT, AND OTHER EQUIPMENT AND ASSETS TO BE OWNED OR LEASED AND USED BY THE MEDICAL CENTER AT THE MEDICAL CENTER'S HEALTH CARE FACILITIES LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS, 3300,3350,3400 AND 3601 MAIN STREET, SPRINGFIELD, MASSACHUSETTS AND 50, 80, AND 100 WASON AVENUE, SPRINGFIELD, MASSACHUSETTS, AND (II) COSTS OF ISSUANCE RELATING TO THE BONDS. E MDFA REVENUE BONDS SERIES O PART I, DESCRIPTION OF PURPOSE THE PURPOSE OF THE BOND PROCEEDS IS TO INDIRECTLY FINANCE THE FOLLOWING: (A) THE CONSTRUCTION, IMPROVEMENT, EQUIPPING, AND OTHER RELATED CAPITAL EXPENDITURES OF A SEVEN-STORY, APPROXIMATELY 599,100 GROSS SQUARE FOOT PRIMARILY INPATIENT BUILDING LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS, INCLUDING DEMOLITION AND SITE WORK, WHICH BUILDING WAS CONSTRUCTED BY BTHC AND LEASED TO THE MEDICAL CENTER BY BTHC; AND (B) THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND RENOVATIONS TO EXISTING FACILITIES OF THE MEDICAL CENTER AND OTHER ROUTINE CAPITAL EXPENDITURES INCLUDED OR TO BE INCLUDED IN THE MEDICAL CENTER'S CAPITAL BUDGET OVER A THREE-YEAR PERIOD FOR USE IN CONNECTION WITH THE MEDICAL CENTER'S HOSPITAL OPERATIONS AT THE FOLLOWING FACILITIES OF THE MEDICAL CENTER: SPRINGFIELD BUILDING (INCLUDING ALL WINGS AND ATTACHED BUILDINGS), LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (THE PRINCIPAL USES OF WHICH INCLUDE CARDIAC SERVICES, MEDICAL SERVICES, LAB, AND INPATIENT BEDS); WESSON WOMEN AND INFANTS BUILDING, 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (THE PRINCIPAL USES OF WHICH INCLUDE BIRTHING SERVICES, NEONATAL SERVICES, AND INPATIENT BEDS); DALY BUILDING (FORMERLY THE CENTENNIAL BUILDING), 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (THE PRINCIPAL USES OF WHICH INCLUDE EMERGENCY ROOM, RADIOLOGY, MRI, ULTRASOUND, AMBULATORY AND INPATIENT PHARMACIES, LAB, OPERATING ROOMS, INPATIENT BEDS, ELECTROPHYSIO LABS, ICU, AND PICU); DALY PARKING GARAGE, 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (A PATIENT AND VISITOR PARKING GARAGE); D'AMOUR'S CENTER FOR CANCER CARE, 3350 MAIN STREET, SPRINGFIELD, MASSACHUSETTS (PRIMARILY USED FOR CLINICAL CANCER SERVICES); CHESTNUT BUILDING, 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (PRIMARILY USED FOR AMBULATORY SURGERY, LIBRARY, AND SIMULATION CENTER); AND WHITNEY AVENUE BUILDING (SPECIFICALLY CAPITAL EXPENDITURES RELATED TO INFORMATION TECHNOLOGY), 361 WHITNEY AVENUE, HOLYOKE, MASSACHUSETTS (USED FOR GENERAL HEALTH SYSTEM PURPOSES). F MDFA COGEN LEASE A PART I, DESCRIPTION OF PURPOSE THE PURPOSE OF THE LEASE IS TO FINANCE THE CONSTRUCTION OF AN APPROXIMATELY 5,000 SQUARE FOOT CO-GENERATIONAL, COMBINED HEAT AND POWER PLANT PROVIDING ELECTRICITY, CHILLED WATER AND STEAM TO THE FACILITIES OF THE INSTITUTION. G MDFA LA #1 LEASE B PART I, DESCRIPTION OF PURPOSE THE PURPOSE OF THE LEASE IS TO FINANCE THE ACQUISITION AND INSTALLATION OF A LINEAR ACCELERATOR. H MDFA LA #2 LEASE PART I, DESCRIPTION OF PURPOSE THE PURPOSE OF THE LEASE IS TO FINANCE THE ACQUISITION AND INSTALLATION OF A LINEAR ACCELERATOR. I MDFA SERIES P-1 PART I, DESCRIPTION OF PURPOSE THE BOND IS BEING ISSUED FOR THE PURPOSE OF PROVIDING FUNDS TO REFUND ON AN ADVANCE BASIS A PORTION OF THE $63,380,000 AGGREGATE STATED PRINCIPAL AMOUNT OF THE REVENUE BONDS, BAYSTATE MEDICAL CENTER ISSUE, SERIES I ISSUED JUNE 25, 2009 (THE "REFUNDED BONDS"), THE PROCEEDS OF WHICH WERE USED TO PAY A PORTION OF THE CONSTRUCTION COSTS OF A NEW HOSPITAL BUILDING LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS. PART I AND PART II: DIFFERENCES BETWEEN THE ISSUE PRICE (PART I) AND TOTAL PROCEEDS (PART II, LINE 3) ARE DUE TO INVESTMENT EARNINGS. PART III, LINES 4 AND 5, COLUMN A (SERIES IJK): AS THE REFUNDED BONDS WERE ISSUED PRIOR TO JANUARY 1, 2003, THIS QUESTION IS BEING ANSWERED SOLELY WITH RESPECT TO THE NEW MONEY PORTION OF THE BONDS. PART III, COLUMN C (SERIES M): AS THESE BONDS REFUNDED DEBT ISSUED PRIOR TO JANUARY 1, 2003, THE ORGANIZATION IS AVAILING ITSELF OF THE PART III REPORTING EXEMPTION AVAILABLE FOR SUCH BONDS. PART IV, LINE 6, COLUMN I (SERIES P-1): THIS QUESTION IS BEING ANSWERED WITHOUT REGARD TO A YIELD-RESTRICTED ADVANCE FUNDING ESCROW FINANCED WITH PROCEEDS OF THE BONDS. A MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2016-05-12 20000000 MDFA SERIES O - SEE PART VI 0 0 0 B MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2016-09-22 14062890 MDFA COGEN LEASE - SEE PART VI 0 0 0 C MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2016-12-29 3000000 MDFA LA #1 LEASE - SEE PART VI 0 0 0 D MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2017-11-15 2937110 MDFA LA #2 LEASE - SEE PART VI 0 0 0 A 7341217 20000000 20000000 2016 0 0 1 1 B 11197077 14076660 14076660 2017 0 0 1 1 C 3000000 3000772 3000772 2017 0 0 1 1 D 2901025 2939696 2939696 2017 0 0 1 1 A 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 1 0 0 0 0 0 1 D 0 0 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 A MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2017-12-21 40595000 MA DFA SERIES P-1 - SEE PART VI 0 0 0 A 12379200 40595000 40595000 2017 0 1 1 1 A 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 A 0 JAMES R PHANEUF CIC FAMILY MEMBER OF JAMES R. PHANEUF, CIC 77164 FAMILY MEMBER OF JAMES R. PHANEUF, CIC IS EMPLOYED BY THE FILING ORGANIZATION. 0 FORM 990, PART VI, SECTION A, LINE 1A THE FILING ORGANIZATION HAS A STANDING EXECUTIVE COMMITTEE, WHICH IS ENTITLED TO ACT BETWEEN MEETINGS OF THE BOARD, ON ALL MATTERS AS TO WHICH THE BOARD IS ENTITLED TO ACT AND PERMITTED BY LAW TO DELEGATE TO A COMMITTEE. THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE THE SAME INDIVIDUALS SERVING ON THE EXECUTIVE COMMITTEE OF BAYSTATE HEALTH, INC. FORM 990, PART VI, SECTION A, LINE 2 TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES IN THE BAYSTATE GROUP OF AFFILIATED ENTITIES AND IN THE COMMUNITY. THE FOLLOWING TRUSTEES, OFFICERS, OR KEY EMPLOYEES HAVE A BUSINESS RELATIONSHIP: (1) MARK A. KEROACK, MD AND PAUL R. MURPHY FORM 990, PART VI, SECTION A, LINE 3 BAYSTATE MEDICAL CENTER IS AFFILIATED WITH BAYSTATE ADMINISTRATIVE SERVICES, INC. (BAS) WHICH IS A 501(C) (3) ORGANIZATION. INFORMATION TECHNOLOGY, HUMAN RESOURCES, FINANCE, TREASURY, ACCOUNTING AND OTHER MANAGEMENT AND SUPPORT FUNCTIONS ARE DELEGATED TO BAS. FORM 990, PART VI, SECTION A, LINE 6 THE FILING ORGANIZATION HAS ONE MEMBER, BAYSTATE HEALTH, INC. (BH). FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES OF THE FILING ORGANIZATION ARE THE SAME INDIVIDUALS SERVING AS MEMBERS OF THE BOARD OF TRUSTEES OF BAYSTATE HEALTH, INC. (BH) WITH THE ADDITION OF THE PRESIDENT OF THE MEDICAL STAFF OF THE FILING ORGANIZATION. THE BOARD OF TRUSTEES OF BH ARE ELECTED ANNUALLY BY THE BOARD OF TRUSTEES OF BH AT THEIR ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B UNDER MASSACHUSETTS LAW, A VOLUNTARY DISSOLUTION OF THE ORGANIZATION IS REQUIRED TO BE APPROVED BY BAYSTATE HEALTH, INC., AS THE SOLE MEMBER OF THE FILING ORGANIZATION. AS THE SOLE MEMBER, BAYSTATE HEALTH ALSO HAS THE AUTHORITY TO AMEND THE BYLAWS OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE TRUSTEES OF BAYSTATE MEDICAL CENTER MEET DURING CERTAIN SCHEDULED BAYSTATE HEALTH, INC. (BH) BOARD MEETINGS. THE BH BOARD OF TRUSTEES AND ITS COMMITTEES, INCLUDING THE AUDIT AND COMPLIANCE COMMITTEE, CONTEMPORANEOUSLY DOCUMENT MEETINGS AND ACTIONS RELATIVE TO BAYSTATE MEDICAL CENTER AS WELL AS THE ANNUAL ACCEPTANCE OF THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, APPROPRIATE SECTIONS WERE REVIEWED BY THE TAX, FINANCE, AND HUMAN RESOURCES AREAS OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS) AND BY OUTSIDE LEGAL COUNSEL. THE FORM 990 WAS ALSO REVIEWED BY TAX EXPERTS FROM AN INDEPENDENT ACCOUNTING FIRM AND SIGNED-OFF AS A PAID PREPARER. THE PROCESS, KEY AREAS AND ANY NEW CHANGES WERE REVIEWED PRIOR TO FILING WITH THE BAYSTATE HEALTH AUDIT AND COMPLIANCE COMMITTEE (ACC), WHICH IS COMPOSED OF TRUSTEES OF THE FILING ORGANIZATION. THE ACC MEMBERS HAD AN OPPORTUNITY TO ASK QUESTIONS REGARDING THE TAX COMPLIANCE PROCESS AND THE TAX FILINGS IN GENERAL. THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BAYSTATE MEDICAL CENTER IS AN AFFILIATE OF BAYSTATE HEALTH, INC. (BH). BH AND ITS AFFILIATED ENTITIES HAVE A COMPREHENSIVE CONFLICT OF INTEREST POLICY APPLICABLE TO ALL OF THE AFFILIATED ENTITIES. ALL DIRECTORS, TRUSTEES, OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OF BH AND ITS AFFILIATES ARE ASKED TO COMPLETE AN ANNUAL "CONFLICT OF INTEREST" FORM. WE UTILIZE AN ELECTRONIC DATABASE TO RECEIVE AND MANAGE ALL CONFLICT OF INTEREST SUBMISSIONS. THIS INFORMATION IS REVIEWED BY THE CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHAIR OF THE BOARD OF TRUSTEES, CHIEF GENERAL COUNSEL AND THE CHAIR OF THE AUDIT & COMPLIANCE COMMITTEE. A SUMMARY OF THE CONFLICT OF INTEREST DISCLOSURES IS PROVIDED TO THE BAYSTATE HEALTH BOARD OF TRUSTEES AND THE TAX DEPARTMENT. POTENTIAL CONFLICT OF INTEREST TRANSACTIONS ARE REVIEWED AS APPROPRIATE UNDER THE POLICY, WHICH PROVIDES FOR RECUSAL FROM DISCUSSION AND DELIBERATION BY ANY PARTY WITH A POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT IS PAID BY BAYSTATE ADMINISTRATIVE SERVICES, INC., AN AFFILIATE AND RELATED ORGANIZATION OF THE FILING ORGANIZATION. THE COMPENSATION IS REVIEWED AND DETERMINED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS), WHICH HAS BEEN APPOINTED THROUGH BOARD RESOLUTION AS THE COMPENSATION COMMITTEE OF THE FILING ORGANIZATION. THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF THE FILING ORGANIZATION. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE PRESIDENT WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE PRESIDENT IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA.THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED COMPENSATION COMMITTEE OF BAYSTATE HEALTH, INC. THE COMPENSATION OF THE SENIOR VICE PRESIDENT, FINANCE, CFO AND TREASURER IS PAID BY BAYSTATE ADMINISTRATIVE SERVICES, INC., AN AFFILIATE AND RELATED ORGANIZATION OF THE FILING ORGANIZATION. THE COMPENSATION IS REVIEWED AND DETERMINED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS). THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF BAYSTATE HEALTH, INC. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE SENIOR VICE PRESIDENT, FINANCE, CFO AND TREASURER AND OF OTHER OFFICERS WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE SENIOR VICE PRESIDENT, FINANCE, CFO AND TREASURER IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA.THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED COMPENSATION COMMITTEE OF BAYSTATE HEALTH, INC. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES OF THE FILING ORGANIZATION IS DETERMINED BY IN ACCORDANCE WITH THE EXECUTIVE COMPENSATION PHILOSOPHY STATEMENT, IN CONSULTATION WITH HUMAN RESOURCES, BASED ON THE BAYSTATE HEALTH BOARD APPROVED BUDGET AND WAGE PROGRAM FOR EACH FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT WWW.BAYSTATEHEALTH.ORG. ARTICLES OF ORGANIZATION AND BYLAWS ARE GENERALLY AVAILABLE AT THE COMMONWEALTH OF MASSACHUSETTS WEBSITE. FORM 990, PART VI, SECTION B, LINE 16B: BAYSTATE HEALTH, INC. HAS A JOINT VENTURE POLICY THAT COVERS AFFILIATED TAX EXEMPT ENTITIES INCLUDING BAYSTATE MEDICAL CENTER. FORM 990, PART VII, SECTION A, LINE 5: CERTAIN OFFICERS OR TRUSTEES OF THE FILING ORGANIZATION ARE PAID BY AN ENTITY, BAYSTATE MEDICAL PRACTICES, INC. (BMP) EIN 04-2888373, WHICH IS PART OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS BUT DOES NOT MEET THE TECHNICAL REQUIREMENTS AS A "RELATED ORGANIZATION" PER SCHEDULE R. COMPENSATION FROM BMP TO THE OFFICERS AND TRUSTEES OF THE FILING ORGANIZATION THEREFORE, IS REPORTED AS PAID FROM AN UNRELATED ORGANIZATION IN LINE 5 AND ACCORDING TO THE INSTRUCTIONS REPORTED AS THOUGH PAID BY THE FILING ORGANIZATION. FORM 990, PART IX, LINE 11G OTHER-FEES, BMP SUPPORT: PROGRAM SERVICE EXPENSES 93,413,901. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,413,901. OTHER-FEES, LABORATORY & CLINICAL: PROGRAM SERVICE EXPENSES 10,180,356. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,180,356. OTHER-FEES, PHYSICIANS: PROGRAM SERVICE EXPENSES 22,221,455. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,221,455. OTHER-FEES, PURCHASED SVC: PROGRAM SERVICE EXPENSES 14,078,273. MANAGEMENT AND GENERAL EXPENSES 4,875,796. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,954,069. OTHER-FEES, SUPPLEMENTARY SVC: PROGRAM SERVICE EXPENSES 6,638,745. MANAGEMENT AND GENERAL EXPENSES 2,302,649. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,941,394. OTHER-FEES, SUPPLEMENTARY SVC LINEN SVCS: PROGRAM SERVICE EXPENSES 5,172,234. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,172,234. OTHER-FEES, SUPPLEMENTARY SVC CONTRACT PHARMACY: PROGRAM SERVICE EXPENSES 1,841,192. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,841,192. OTHER-FEES, EQUIP CONTRACTS/MAINT & REPAIRS: PROGRAM SERVICE EXPENSES 3,652,823. MANAGEMENT AND GENERAL EXPENSES 505,880. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,158,703. OTHER-FEES, OUTSOURCING FEES: PROGRAM SERVICE EXPENSES 1,543,196. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,543,196. OTHER-FEES, VEHICLE REPAIRS: PROGRAM SERVICE EXPENSES 238,563. MANAGEMENT AND GENERAL EXPENSES 652,773. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 891,336. OTHER-FEES, TEMPORARY HELP: PROGRAM SERVICE EXPENSES 22,239,259. MANAGEMENT AND GENERAL EXPENSES 533,609. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,772,868. OTHER-FEES, TEMPORARY EMERGENCY SVCS: PROGRAM SERVICE EXPENSES 2,402,526. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,402,526. OTHER-FEES, TEMPORARY HELP ICU MED, SURG: PROGRAM SERVICE EXPENSES 1,262,489. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,262,489. OTHER-FEES, TEMPORARY HELP H&V-M3 CARE: PROGRAM SERVICE EXPENSES 1,169,658. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,169,658. OTHER-FEES, TEMPORARY HELP RESPIRATORY: PROGRAM SERVICE EXPENSES 961,685. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 961,685. OTHER-FEES, TEMPORARY HELP SOUTH 5: PROGRAM SERVICE EXPENSES 224,712. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 224,712. OTHER-FEES, TEMPORARY HELP DALY 6B MED: PROGRAM SERVICE EXPENSES 2,661,065. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,661,065. OTHER-FEES, TEMPORARY HELP D6A BASELINE: PROGRAM SERVICE EXPENSES 1,287,228. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,287,228. OTHER-FEES, TEMPORARY HELP H&V-M5 INTERMEDIATE: PROGRAM SERVICE EXPENSES 901,810. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 901,810. OTHER-FEES, TEMPORARY HELP WESSON 4: PROGRAM SERVICE EXPENSES 295,745. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 295,745. OTHER-FEES, TEMPORARY HELP DALY 5A NEURO: PROGRAM SERVICE EXPENSES 2,216,001. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,216,001. OTHER-FEES, TEMPORARY HELP SHORT STAY: PROGRAM SERVICE EXPENSES 1,230,679. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,230,679. OTHER-FEES, TEMPORARY HELP SPRINGFIELD: PROGRAM SERVICE EXPENSES 1,687,952. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,687,952. OTHER-FEES, CONSULTING: PROGRAM SERVICE EXPENSES 3,051,699. MANAGEMENT AND GENERAL EXPENSES 1,728,337. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,780,036. OTHER-FEES, CONTRACTED SVC: PROGRAM SERVICE EXPENSES 6,514,100. MANAGEMENT AND GENERAL EXPENSES 103,588. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,617,688. OTHER FEES, CONTRACT DRUG DISPENSING: PROGRAM SERVICE EXPENSES 1,522,092. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,522,092. OTHER-FEES, SUBCONTRACTOR: PROGRAM SERVICE EXPENSES 3,394,866. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,394,866. OTHER FEES, ACCREDITATION/LICENSING: PROGRAM SERVICE EXPENSES 1,152,329. MANAGEMENT AND GENERAL EXPENSES 1,040,815. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,193,144. OTHER FEES, COURIER: PROGRAM SERVICE EXPENSES 1,022,078. MANAGEMENT AND GENERAL EXPENSES 7,456. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,029,534. OTHER-FEES, TRANSCRIPTION: PROGRAM SERVICE EXPENSES 838,702. FORM 990, PART XI, LINE 9: TRANSFER OF FUNDS TO AFFILIATED COMPANIES -75,000,000. MINIMUM PENSION LIABILITY ADJUSTMENT 210,241,894. NET ASSETS RELEASED FROM RESTRICTIONS FROM AFFILIATES 29,790. PIONEER VALLEY INFORMATION EXCHANGE LLC 101 WASON AVENUE SUITE 200 SPRINGFIELD MA 01107 042790311 OPERATION OF A HEALTH INFORMATION EXCHANGE AND RELATED ACTIVITIES MA 0 333 BAYSTATE MEDICAL CENTER INC BAYSTATE ADMINISTRATIVE SERVICES INC 759 CHESTNUT STREET SPRINGFIELD MA 01199 222747685 ADMINISTRATIVE SERVICES MA 501(C)(3) 12C, III-FI BAYSTATE HEALTH INC 0 BAYSTATE FRANKLIN MEDICAL CENTER 164 HIGH STREET GREENFIELD MA 01301 042103575 HOSPITAL MA 501(C)(3) 3 BAYSTATE HEALTH INC 0 BAYSTATE HEALTH FOUNDATION INC 759 CHESTNUT STREET SPRINGFIELD MA 01199 043549011 FUNDRAISING MA 501(C)(3) 7 BAYSTATE HEALTH INC 0 BAYSTATE HEALTH INC 759 CHESTNUT STREET SPRINGFIELD MA 01199 042105941 HEALTHCARE SYSTEM PARENT MA 501(C)(3) 7 0 BAYSTATE NOBLE HOSPITAL CORPORATION 115 WEST SILVER STREET WESTFIELD MA 010861634 222537423 HOSPITAL MA 501(C)(3) 3 BAYSTATE HEALTH INC 0 BAYSTATE TOTAL HOME CARE INC 280 CHESTNUT STREET SPRINGFIELD MA 01104 203260764 REAL ESTATE AND OTHER MA 501(C)(3) 12B, II BAYSTATE MEDICAL CENTER INC 0 BAYSTATE WING HOSPITAL CORPORATION 40 WRIGHT STREET PALMER MA 01069 222519813 HOSPITAL MA 501(C)(3) 3 BAYSTATE HEALTH INC 0 HEALTH NEW ENGLAND INC MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 042864973 HMO/INSURANCE MA 501(C)(4) BAYSTATE HEALTH INC 0 HNE OF CONNECTICUT INC MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 465190134 HMO/INSURANCE CT 501(C)(4) HEALTH NEW ENGLAND INC 0 VISITING NURSE ASSN AND HOSPICE OF WESTERN NEW ENGLAND INC 30 CAPITAL DRIVE SUITE A WEST SPRINGFIELD MA 01089 042105803 HOMEHEALTH AND HOSPICE CARE MA 501(C)(3) 10 BAYSTATE HEALTH INC 0 AMSURG BMC LLC 1A BURTON HILLS BOULEVARD NASHVILLE TN 372156187 843258572 MEDICAL SERVICES TN BAYSTATE MEDICAL CENTER INC 45930 4382744 0 0 0.51000 BAYSTATE NEW ENGLAND ORTHOPEDIC SURGEONS ALLIANCE LLC 9131 ANSON WAY SUITE 304 RALEIGH NC 27165 881824108 MEDICAL SERVICES NC BAYSTATE MEDICAL CENTER INC -2034770 825479 0 0 0.60000 BAYSTATE HEALTH URGENT CARE LLC 700 CONGRESS STREET SUITE 204 QUINCY MA 02169 384059312 URGENT HEALTHCARE FACILITY MA N/A 0 0 BAYSTATE HEALTH INSURANCE COMPANY LTD NORTH CHURCH ST GEORGETOWN CJ 980421413 OFFSHORE CAPTIVE INSURANCE CJ N/A C 0 HNE ADVISORY SERVICES INC MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 043012347 ADMINISTRATIVE SERVICES MA N/A C 0 HNE HOLDING CORPORATION MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 464620480 HOLDING SHARES IN SUBSIDIARY CORPORATIONS MA N/A C 0 HNE INSURANCE COMPANY INC MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 454462433 HEALTH INS SVCS FOR MASS MEDICARE SUPPLEMENT MEMBERS MA N/A C 0 HNE INSURANCE SERVICES INC MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 043183019 ANCILLARY INSURANCE MA N/A C 0 INGRAHAM CORPORATION 759 CHESTNUT STREET SPRINGFIELD MA 01199 043016257 HEALTH CARE AND OTHER BUSINESS ACTIVITIES MA N/A C 0 0 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 HEALTH NEW ENGLAND INC Q 222621723 FMV