HEALTH NEW ENGLAND & SUBSIDIARIES: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH NEW ENGLAND & SUBSIDIARIES (EIN 04-2864973)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202013189349311071
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T15:52:13-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two Jericho Plaza | AddressLine1Txt |
| City | Jericho | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042864973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health New England Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 4137874000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Monarch Place No 1500 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Swift | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 4132333025 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine Kawecki | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.99.255.62 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 15:50:34 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BD88743F010F9F35FF8FC0562FA147AF9CEA6F78 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Marion McGowan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Monarch Place 15th Floor | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $779,575,383 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.HealthNewEngland.Org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Health New England, Inc. is a part of the Baystate Health System formed by its parent and sole member, Baystate Health, Inc., whose mission is "To improve the health of the people in our communities every day with quality and compassion." The mission of Health New England, Inc. based on the mission of our parent, is as follows: "To improve the health and life of our communities by: providing outstanding service; delivering superior value; and acting as a leading corporate citizen." | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 365 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $771,147,965 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $728,266,282 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,712,741 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,219,967 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $865,305 | CYOtherRevenueAmt |
| PY Total Revenue | $773,860,706 | PYTotalRevenueAmt |
| CY Total Revenue | $732,351,554 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $402,488 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $354,372 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $688,933,230 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $658,216,905 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $33,009,484 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,688,009 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $45,037,911 | PYOtherExpensesAmt |
| CY Other Expenses | $39,595,688 | CYOtherExpensesAmt |
| PY Total Expenses | $767,383,113 | PYTotalExpensesAmt |
| CY Total Expenses | $729,854,974 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,477,593 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,496,580 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $185,688,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $219,242,984 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $104,824,912 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $130,755,485 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,863,830 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $88,487,499 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule OThe mission of Health New England, Inc., as part of Baystate Health, Inc. (an integrated health care system), is to improve the overall quality of life and health status of the communities we serve and to contribute to the economic success of our region. Health New England, Inc. is committed to meeting the identified health and wellness needs of our communities served through the combined efforts of Baystate Health, community organization partners, and affiliated providers. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $658,571,277 | ExpenseAmt |
| Grant | $354,372 | GrantAmt |
| Revenue | $729,131,587 | RevenueAmt |
| Desc | Health New England, Inc. makes high quality, low cost health care services available through health plans within a service area that comprises more poor, medically underserved and rural communities than any other part of Massachusetts. A federal Health Resources & Services Administration (HRSA) report stated that of the 102 Massachusetts towns designated as medically underserved, 78 are in the four counties that Health New England, Inc. serves. Based on that statistic, in all, over 45% of Health New England, Inc.'s enrollees live in medically underserved areas.See Schedule O for further information Health New England, Inc.'s service area includes four of the five counties with the highest percentage of poverty and the lowest per capita income in Massachusetts, based on Baystate Health's (the parent) 2019 Community Health Needs Assessment. Many residents in western Massachusetts struggle with poverty and low levels of income. Hampden County has the highest number of homelessness in western Massachusetts. Across the four counties of western Massachusetts, 17% of residents live in poverty, and the median family income in three of the four counties is more than 33% lower than that of the state. The County's average hourly rate of $17.85 is $9.44 lower than the state's living wage average. Lower levels of education contribute to the unemployment and the ability to earn a livable wage. Approximately 10% of Massachusetts residents do not have a high school diploma, with the highest rates observed in Hampden County (16%). Poor housing conditions, limited resources and lack of basic needs leads to higher rates of cardiovascular disease, respiratory conditions and safety within Health New England's service area.Health New England, Inc. makes health care available in this service area and to this population by offering health plans which serve the following: Individuals and Small Groups Enrollees at 12/31/2019: 26,845 Revenue: $156,920,372Program Expenses: $135,953,789Health New England, Inc. offers health plans to individuals and families (both directly and through the Massachusetts Health Connector) and small employer groups (employers with 50 or fewer employees). Health New England, Inc. is one of the leading sources of HMO coverage for individuals and small groups in Western Massachusetts.MedicareEnrollees at 12/31/2019: 9,138Revenue: $94,811,519Program Expense: $84,980,241Health New England, Inc. serves Medicare enrollees through the Health New England, Inc. Medicare Advantage plan. MedicaidEnrollees at 12/31/2019: 38,918Revenue: $270,448,600 Program Expense: $256,234,900 As part of the Commonwealth of Massachusetts redesign of of its MassHealth program, Health New England, Inc. in partnership with Baystate Healthcare Alliance (BHCA) launched its Be Healthy Partnership plan. The partnership will operate under a global risk arrangement for the cost of member's care and receive Delivery System Reform Incentive payment. The goal was to transform health care delivery to an initial population of 38,000 participants of Medicaid recipients. Other Individuals and FamiliesEnrollees at 12/31/2019: 35,001Revenue: $206,755,755Program Expense: $181,047,975 Health New England, Inc. also provides coverage to individuals and families through plans offered by employers which have more than 50 employees. This category includes many municipal employees who do not obtain coverage through the GIC, and also includes many employees of health care and nonprofit organizationsIn 2019, Health New England, Inc. committed $500,000 towards programs that served the needs of specific vulnerable and low-income communities within our service area and aligned with the health priorities and social and economic determinants of health as identified by the 2016 CHNA.All Community Benefit award decisions were determined by their alignment with the following health priorities, determinants of health, and specific target populations: - The Community Benefits program sought to positively impact specific health priority areas: Chronic conditions (asthma, cardiovascular disease, chronic obstructive pulmonary disease, diabetes, obesity); infant and perinatal/maternal health; and Mental health and substance use disorder. - The program addressed several social and economic determinants of health: Food insecurities and lack of basic needs (safe neighborhoods, instituitional racism, poor housing conditions, education). - The program prioritized the unmet needs of specific target populations: At-risk children, youth and adolescents; Communities of color, particularly Latinx and Blacks; Individuals living in poverty or with low-income levels; LGBTQ+individuals; Older adults; Refugees; and Veterans.Accordingly. Health New England has aided or worked with a wide variety of community organizations to support programs for health improvement, support factors that influence overall health and benefit the overall community. Community Benefits include, but are not limited to, the following organizations: - Square One: to support the "DR YUM Program" that is an evidence-based curriculum geared towards preschool aged children and family members that provides an understanding of the connection between food and overall health, as well as empowering with the tools to live a healthier lifestyle. - Martin Luther King Jr. Family Services (MLKFS): to support "Food and Nutrition Service Center" to develop a food insecurity screening and referral initiative model in partnership with Mason Square Health Clinic. - 18 Degrees: to support "Parents Wellness Program" to provide a Parent Support Worker to run evidence-based parent's education and wellness groups and offer community based outreach support to families in Pittsfield using the Economics Mbility Pathways Bridge to Self-Sufficiency. - Men of Color Health Awareness (MOCHA): to support the "MOCHA Coming Home" connecting men to community-based programs and engaging with mentors who have successfully transitioned after incarceration. - Center for Youth Engagement at the University of Massachusetts Amherst (UMASS), to support the "School-based Family Education to Promote Positive Mental Health for Youth and Families" aimed to support disadvantaged families of young children with behavioral and mental health challenges.- Friends of Homeless: Family support services, mental health and addiction services, and housing support services for adults, children and families.- Big Brothers Big Sisters, Hampden County: Youth mentoring program to support educational and life success- Safe Passage: Support and advocacy services for women and children who have experienced domestic violence- Berkshire Health Systems: walking/running program that encourages community members to improve health through physical activity and providing free step counters. - Berkshire South Regional: improving teens well-being through excercise and nutrition classes. - Child Care of the Berkshires: training on Trauma-informed Care for Young Children. - Elizabeth Freeman Center: engages community in efforts to stop violence, support survivors, educate youth and change culture. - Roots Rising: addresses food insecurities and increase access to healthy foods. - UCP of Western Massachusetts: providing postnatal moms support for both Early Intervention and recovery from substance abuse. - Community Action Pioneer Valley: addresses food insecurities and increase access to healthy foods. - Greenfield Recreation Department: physical activity and community engagement - Mary Lyon Foundation: helps young people overcoming trauma, addiction, anxiety and other behavioral health challenges through performing arts. - American Foundation for Suicide Prevention: increase mental health support and reduce suicide rates. - American Red Cross: provides emergency assistance, disaster relief, and disaster preparedness education. - Bay Path University: highr education and empowering women in leadership roles. - Big Brothers of Hampden County: supports youth mentoring program. - Boys & Girls Club of Chicopee: increase healthy habits, good nutrition and physical fitness to children and teens - Brethren Community Foundation: JUNETEENTH Community Celebration - City of Springfield: offers outdoor, nature focused STEM learning opportunities and programming to youth and residents in the city of Springfield - Dress for Success: empower women to achieve economic independence by providing a network of support, professional attire and the development tools to help women thrive in work and in life. - Gandara Mental Health Center: summer camp program for underserved kids. | Desc |
| Total Program Service Expenses | $658,571,277 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7591 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 365 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health New England Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4137874000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Monarch Place Suite 1500 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Dennis Chalke | |||||||||
| SVP CFO Treasurer BH | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $1,133,942 | $87,762 | ||
| Joel Feinman PhD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Segool MD | |||||||||
| Vice Chair/Director | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Richard Shuman MD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard Steele | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Howard G Trietsch MD | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Carol Campbell | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark A Keroack MD | |||||||||
| President & CEO BH | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $2,412,140 | $43,035 | ||
| Tania Barber | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jody Gross | |||||||||
| VP Operations & Gov't Operations | 40.00 | 0.00 | Yes (X) | $694,019 | $0 | $171,651 | |||
| Amy Jamrog | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Bacon | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| William Webber | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| James Conlon | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David Southworth | |||||||||
| Director | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Judith M Danek | |||||||||
| Dir. Office of Pres. & Gov't Relations | 40.00 | 0.00 | Yes (X) | $120,573 | $0 | $26,671 | |||
| Marion McGowan | |||||||||
| Exec. VP & Chief Operating Office BHS | 36.00 | 4.00 | Yes (X) | $319,236 | $0 | $198,763 | |||
| Kenneth Bernard | |||||||||
| VP Information Technology | 40.00 | 0.00 | Yes (X) | $338,934 | $0 | $107,766 | |||
| Jason Rio | |||||||||
| SR Dir. Revenue Assurance & Risk | 40.00 | 0.00 | Yes (X) | $193,338 | $0 | $52,040 | |||
| Laurie Gianturco | |||||||||
| VP & Chief Medical Officer | 40.00 | 0.00 | Yes (X) | $601,242 | $0 | $156,896 | |||
| Susan Silver O'Connor | |||||||||
| Director & General Counsel | 40.00 | 0.00 | Yes (X) | $317,550 | $0 | $105,998 | |||
| Catherine A Allen | |||||||||
| VP of Sales & Marketing | 40.00 | 0.00 | Yes (X) | $215,062 | $0 | $4,766 | |||
| Steven Sigal | |||||||||
| Vice President/CFO | 40.00 | 0.00 | Yes (X) | $417,523 | $0 | $121,361 | |||
| Keith LeDoux | |||||||||
| VP Commercial, LOB & Sales | 40.00 | 0.00 | Yes (X) | $71,401 | $0 | $92,539 | |||
| Brenda Hukel | |||||||||
| Director of Human Resource | 40.00 | 0.00 | $252,332 | $0 | $58,440 | Yes (X) | |||
| Jacqueline Spain | |||||||||
| Medical Director | 32.00 | 0.00 | $293,143 | $0 | $67,316 | Yes (X) | |||
| Andrew Colby | |||||||||
| SR. Dir. Pharmacy Services | 40.00 | 0.00 | $267,167 | $0 | $62,258 | Yes (X) | |||
| Timothy Chrystal | |||||||||
| Dir. of New & Existing Business Sales | 40.00 | 0.00 | $259,503 | $0 | $37,060 | Yes (X) | |||
| Eric Harlow | |||||||||
| Sr. Sales Executive | 40.00 | 0.00 | $241,661 | $0 | $36,792 | Yes (X) | |||
| Maura C McCaffrey | |||||||||
| President & CEO | 40.00 | 0.00 | $101,598 | $0 | $20,622 | Yes (X) | |||
| Thomas J Brown III | |||||||||
| Former Interim CFO | 0.00 | 40.00 | $0 | $225,345 | $32,843 | Yes (X) | |||
| Michelle Sears | |||||||||
| Former Interim CFO & Dir Fin Services | 40.00 | 0.00 | $191,143 | $0 | $50,311 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,895,425 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,771,427 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,534,890 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 117 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OPTUMRX | |||||
| 11000 Optum Circle | Eden Prairie | MN | 55344 | Pharmacy Benefits Manager | $125,700,158 |
| MASSACHUSETTS BEHAVIORAL HEALTH PARTNERS | |||||
| 1000 Washington St Ste 310 | Boston | MA | 02118 | Medical Services Mental Health | $41,935,329 |
| Mercy Hospital | |||||
| 271 Carew Street | Springfield | MA | 01104 | Medical Services | $28,604,937 |
| Pharmaceutical Tech Inc | |||||
| 789 Sherman Street Ste 310 | Denver | CO | 80203 | Medical Services | $18,143,456 |
| BERKSHIRE MEDICAL CENTER | |||||
| PO Box 4999 | Pittsfield | MA | 012024999 | Medical Services | $17,083,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 381 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Medicaid Premium | 524114 | $270,448,600 | $270,448,600 |
| Premium - Commercial Large Group | 524114 | $206,755,755 | $206,755,755 |
| Premium - Commercial Small Group | 524114 | $156,250,408 | $156,250,408 |
| Medicare Advantage Premium | 524114 | $94,811,519 | $94,811,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $728,266,282 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,322,646 | TotalRevenueColumnAmt |
| Exclusion | $3,322,646 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,121,150 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,223,829 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$102,679 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$102,679 | TotalRevenueColumnAmt |
| Exclusion | -$102,679 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DSRIP Revenue | Desc |
| Business | 524114 | BusinessCd |
| Total Revenue Column | $865,305 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $865,305 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $865,305 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $732,351,554 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $729,131,587 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,219,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,372 | TotalAmt |
| Program Services | $354,372 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,216,905 | TotalAmt |
| Program Services | $658,216,905 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,108,821 | TotalAmt |
| Management And General | $6,108,821 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,579,014 | TotalAmt |
| Management And General | $17,579,014 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,236,206 | TotalAmt |
| Management And General | $1,236,206 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,129,818 | TotalAmt |
| Management And General | $5,129,818 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,634,150 | TotalAmt |
| Management And General | $1,634,150 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,887 | TotalAmt |
| Management And General | $301,887 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,802 | TotalAmt |
| Management And General | $189,802 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,790,561 | TotalAmt |
| Management And General | $1,790,561 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,784 | TotalAmt |
| Management And General | $46,784 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,331 | TotalAmt |
| Management And General | $365,331 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,530,827 | TotalAmt |
| Management And General | $9,530,827 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,195,985 | TotalAmt |
| Management And General | $1,195,985 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,375 | TotalAmt |
| Management And General | $586,375 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,848,462 | TotalAmt |
| Management And General | $17,848,462 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,576 | TotalAmt |
| Management And General | $748,576 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,243 | TotalAmt |
| Management And General | $187,243 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,543 | TotalAmt |
| Management And General | $18,543 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,070,536 | TotalAmt |
| Management And General | $2,070,536 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,912 | TotalAmt |
| Management And General | $125,912 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Bad Debt Expense | $2,582,043 | $2,582,043 |
| ACA and Other Taxes | $1,148,707 | $1,148,707 |
| Loss Adjustment Expense | $318,000 | $318,000 |
| Recruiting Fees | $292,670 | $292,670 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,444 | TotalAmt |
| Management And General | $247,444 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $729,854,974 | TotalAmt |
| Program Services | $658,571,277 | ProgramServicesAmt |
| Management And General | $71,283,697 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,192,960 | BOYAmt |
| EOY | $32,312,720 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,250,797 | BOYAmt |
| EOY | $30,122,460 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,251,920 | BOYAmt |
| EOY | $1,257,060 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,473,193 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,544,453 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,860,354 | BOYAmt |
| EOY | $2,928,740 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,863,128 | BOYAmt |
| EOY | $125,639,652 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,455,231 | BOYAmt |
| EOY | $9,385,151 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,814,352 | BOYAmt |
| EOY | $17,597,201 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,688,742 | BOYAmt |
| EOY | $219,242,984 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,430,791 | BOYAmt |
| EOY | $110,619,987 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,394,121 | BOYAmt |
| EOY | $20,135,498 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,824,912 | BOYAmt |
| EOY | $130,755,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,863,830 | BOYAmt |
| EOY | $88,487,499 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,863,830 | BOYAmt |
| EOY | $88,487,499 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,688,742 | BOYAmt |
| EOY | $219,242,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,496,580 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,807,893 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1,504,366 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $10,430,617 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,120,462 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,120,462 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $13,218,135 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $10,289,395 | DepreciationAmt |
| Book Value | $2,928,740 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $25,134,596 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $25,134,596 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,928,740 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $9,385,151 | BookValueAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Health Care Receivables | $9,666,384 |
| Receivable from Subsidiaries | $6,981,769 |
| Accrued Investment Receivable | $740,639 |
| Other Receivable | $208,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,597,201 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Premiums Received in advance | $12,728,671 |
| Reimbursements from Providers to be applied | $1,261,098 |
| Amounts due to Subsidiaries | $170,640 |
| Medical Subsidy Payable | $3,000,000 |
| Valuation Account | $86,824 |
| Medicaid DSRIP | $1,997,564 |
| Cost Share Reduction Liability | $890,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,135,498 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $731,986,224 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $731,986,224 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $365,330 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $365,330 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $732,351,554 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $729,489,644 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $729,489,644 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $365,330 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $365,330 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $729,854,974 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Baystate Health Foundation | ||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 043549011 | 501(c)(3) | $65,750 | Cash | Awards are made where they align with health priorities as identified by the Health New England Community Health Needs Assessment. |
| Clinical and Support Options | ||||||||
| 8 Atwood Drive Suite 301 | Northampton | MA | 01060 | 042206041 | 501(c)(3) | $10,000 | Cash | Awards are made where they align with health priorities as identified by the Health New England Community Health Needs Assessment. |
| 18 Degrees | ||||||||
| 59 Interstate Drive | West Springfield | MA | 01089 | 042226238 | 501(c)(3) | $25,000 | Cash | Awards are made where they align with health priorities as identified by the Health New England Community Health Needs Assessment. |
| Partners for a Healthier Community | ||||||||
| 127 State Street 4th FL | Springfield | MA | 01103 | 043342182 | 501(c)(3) | $42,000 | Cash | Awards are made where they align with health priorities as identified by the Health New England Community Health Needs Assessment. |
| Safe Passage - Hot Chocolate Run | ||||||||
| 43 Center Street | Northampton | MA | 01060 | 042690131 | 501(c)(3) | $7,500 | Cash | Awards are made where they align with health priorities as identified by the Health New England Community Health Needs Assessment. |
| United Way of Pioneer Valley | ||||||||
| 1441 Main Street | Springfield | MA | 01103 | 042152680 | 501(c)(3) | $20,000 | Cash | Awards are made where they align with health priorities as identified by the Health New England Community Health Needs Assessment. |
| Square One | ||||||||
| 1095 Main Street fl 2 | Springfield | MA | 01103 | 042103855 | 501(c)(3) | $25,000 | cash | Awards are made where they align with health priorities as identified by the Health New England Community Health Needs Assessment. |
| YMCA of Greater Springfield | ||||||||
| PO Box 15329 | Springfield | MA | 01105 | 042105885 | 501(c)(3) | $25,000 | Cash | Awards are made where they align with health priorities as identified by the Health New England Community Health Needs Assessment. |
| Martin Luther King Jr Family Services | ||||||||
| 106 Wilbraham Road | Springfield | MA | 01109 | 042647035 | 501(c)(3) | $25,000 | Cash | Awards are made where they align with health priorities as identified by the Health New England Community Health Needs Assessment. |
| University of Massachusetts Foundation | ||||||||
| 134 Hicks Way | Amherst | MA | 01003 | 028856201 | 501(c)(3) | $25,000 | Cash | Awards are made where they align with health priorities as identified by the Health New England Community Health Needs Assessment. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Health New England reviews all requests for grant funds on a quarterly basis through the Community Benefits Committee, which vets and approves all grant awards. Awards are substantiated according to alignment with health priorities as identified by the Health New England Community Health Needs Assessment. In 2019, Health New England prioritizes organizations that support chronic conditions, mental health and substance use disorder, infant and perinatal/maternal health, food insecurities and early literacy/education. All awarded organizations are contacted throughout the year. Organizations are required to confirm use of Health New England's grant funds and submit a year-end report. Community impact data is the basis of reports for the Health New England board of directors and Attorney General Community Benefits annual report. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dennis Chalke | ||||||||||||||
| SVP CFO Treasurer BH | $0 | $595,403 | $0 | $290,718 | $0 | $247,821 | $0 | $57,216 | $0 | $30,546 | $0 | $1,221,704 | $0 | $0 |
| Mark A Keroack MD | ||||||||||||||
| President & CEO BH | $0 | $1,201,546 | $0 | $815,540 | $0 | $395,054 | $0 | $18,200 | $0 | $24,835 | $0 | $2,455,175 | $0 | $0 |
| Jody Gross | ||||||||||||||
| VP Operations & Gov't Operations | $401,518 | $0 | $257,193 | $0 | $35,308 | $0 | $161,290 | $0 | $10,361 | $0 | $865,670 | $0 | $221,094 | $0 |
| Marion McGowan | ||||||||||||||
| Exec. VP & Chief Operating Office BH | $306,791 | $0 | $0 | $0 | $12,445 | $0 | $186,063 | $0 | $12,700 | $0 | $517,999 | $0 | $0 | $0 |
| Kenneth Bernard | ||||||||||||||
| VP Information Technology | $224,331 | $0 | $101,033 | $0 | $13,570 | $0 | $84,726 | $0 | $23,040 | $0 | $446,700 | $0 | $104,413 | $0 |
| Jason Rio | ||||||||||||||
| SR Dir. Revenue Assurance & Risk | $171,447 | $0 | $21,891 | $0 | $0 | $0 | $29,776 | $0 | $22,264 | $0 | $245,378 | $0 | $32,028 | $0 |
| Laurie Gianturco | ||||||||||||||
| VP & Chief Medical Officer | $339,016 | $0 | $229,081 | $0 | $33,145 | $0 | $149,454 | $0 | $7,442 | $0 | $758,138 | $0 | $188,188 | $0 |
| Susan Silver O'Connor | ||||||||||||||
| Director & General Counsel | $215,229 | $0 | $89,425 | $0 | $12,896 | $0 | $83,242 | $0 | $22,756 | $0 | $423,548 | $0 | $92,188 | $0 |
| Catherine A Allen | ||||||||||||||
| VP of Sales & Marketing | $114,151 | $0 | $97,268 | $0 | $3,643 | $0 | $0 | $0 | $4,766 | $0 | $219,828 | $0 | $113,768 | $0 |
| Steven Sigal | ||||||||||||||
| Vice President/CFO | $244,746 | $0 | $148,978 | $0 | $23,799 | $0 | $104,988 | $0 | $16,373 | $0 | $538,884 | $0 | $134,240 | $0 |
| Keith LeDoux | ||||||||||||||
| VP Commercial, LOB & Sales | $57,108 | $0 | $11,340 | $0 | $2,953 | $0 | $92,000 | $0 | $539 | $0 | $163,940 | $0 | $0 | $0 |
| Brenda Hukel | ||||||||||||||
| Director of Human Resource | $190,300 | $0 | $58,885 | $0 | $3,147 | $0 | $56,577 | $0 | $1,863 | $0 | $310,772 | $0 | $71,308 | $0 |
| Jacqueline Spain | ||||||||||||||
| Medical Director | $240,838 | $0 | $38,561 | $0 | $13,744 | $0 | $44,185 | $0 | $23,131 | $0 | $360,459 | $0 | $55,061 | $0 |
| Andrew Colby | ||||||||||||||
| SR. Dir. Pharmacy Services | $215,000 | $0 | $50,920 | $0 | $1,247 | $0 | $39,508 | $0 | $22,750 | $0 | $329,425 | $0 | $45,188 | $0 |
| Timothy Chrystal | ||||||||||||||
| Dir. of New & Existing Business Sale | $144,717 | $0 | $113,939 | $0 | $847 | $0 | $28,724 | $0 | $8,336 | $0 | $296,563 | $0 | $19,138 | $0 |
| Eric Harlow | ||||||||||||||
| Sr. Sales Executive | $103,711 | $0 | $137,950 | $0 | $0 | $0 | $12,083 | $0 | $24,709 | $0 | $278,453 | $0 | $0 | $0 |
| Maura C McCaffrey | ||||||||||||||
| President & CEO | $0 | $0 | $0 | $0 | $101,598 | $0 | $0 | $0 | $20,622 | $0 | $122,220 | $0 | $16,500 | $0 |
| Thomas J Brown III | ||||||||||||||
| Former Interim CFO | $0 | $176,032 | $0 | $28,458 | $0 | $20,855 | $0 | $21,072 | $0 | $11,771 | $0 | $258,188 | $0 | $0 |
| Michelle Sears | ||||||||||||||
| Former Interim CFO & Dir Fin Service | $166,895 | $0 | $23,282 | $0 | $966 | $0 | $29,726 | $0 | $20,585 | $0 | $241,454 | $0 | $23,282 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | Health New England, Inc uses an independent compensation committee, an independent compensation consultant, and appropriate comparability data and approval by the compensation committee to establish the compensation of its key officers, directors, and employees. Each member of the Health New England Executive Leadership team's employment is governed by an Executive Leadership contract. |
| Part I, Line 4b | Dennis Chalke - Supplemental Retirement of $168,412 is included in column B. This amount was earned and paid in 2019. Mark Keroack, MD - Supplemental Retirement of $338,646 is included in column B. This amount was earned and paid in 2019. Laurie Gianturco - Supplemental Retirement of $20,622 is included in column B. This amount was earned and paid in 2019. Effective, Dr. Gianturco resigned her position as Chief Medical Officer, Health New England, Inc. Jody Gross - Supplemental Retirement of $24,013 is included in column B. This amount was earned and paid in 2019. Susan Silver O'Connor - Supplemental Retirement of $11,689 is included in column B. This amount was earened and paid in 2019. Kenneth Bernard - Supplemental Retirement of $12,320 is included in column B. This amount was earned and paid in 2019. |
| Part I, Line 5 | Certain employees of Health New England, Inc are eligible for bonuses in part based on net revenues, employees receive a percentage of the excess revenues, when target underwriting margins are exceeded. |
| Part I, Line 7 | Certain employees of Health New England, Inc are eligible for bonuses in part based on numbers of members by lines of businesses, and quality - Medicare 5 star, PBM, Medicaid and Population Health. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | In 2019, Health New England, Inc. in collaboration with the Coalition of Western Massachusetts Hospitals and Health Plan, completed the 2019 Community Health Needs Assessment (CHNA). The 2019 CHNA was conducted to update the findings of the 2016 CHNA so that Health New England can better understand the health needs of the communities it serves and to meet its fiduciary requirement as a tax exempt HMO. The 2019 CHNA focused on Health New England's primary area of Hampden, Hampshire, Franklin, Berkshire and Worcester counties. The prioritized health needs identified in the 2019 CHNA include community level social and economic issues that impact health, access and barriers to quality healthcare, health conditions and behaviors. The assessment included analysis and synthesis of 1) a variety of social, economic and health data; 2) findings from recent Western Massachusetts assessment reports; 3) information from 14 focus groups and 60 key informant interviews; and 4) community input from five Community Conversations and 46 Community chats. Overall the Coalition engaged a total of 1,224 individuals throughout the CHNA process. Priority populations were identified using a health equity framework with available data. Below is a summary of the regional prioritized community health needs identified in the 2019 CHNA which will guide Health New England's Community Benefits program 2020-2022. - Community Level Social and Economic Determinants that Impact Health: Social, economic and community level factors identified as prioritized community health needs include: Housing needs, built environment (access to healthy food & transportation), lack of resources to meet basic needs, educational attainment, violence & trauma,social environment (interpersonal & institutional racism) and environmental exposures. - Barriers to Accessing Quality Health Care: The lack of affordable and accessible medical care was identified as a need in the region. The following barriers were identified: Insurance and health care system challenges, limited availability of providers, lack of transportation and lack of financial assistance, need for culturally care, lack of care coordination and health literacy, language barriers and cultural humility. - Health Conditions and Behaviors include: Chronic health conditions: High rates of obesity, diabetes, cardiovascular disease, asthma, chronic obstructive pulmonary disease (COPD),cancer, need for increased physical activity and healthy diet, mental health and substance use disorders, infant and perinatal health risk factors and sexual health. - Vulnerable Populations include children and youth; older adults; communities of color, particularly Latinos and Blacks; LGBTQ+individuals, especially LGBTQ youth; people living with disabilities; people living on low or poverty level incomes; homeless; people reentering society after jail or prison; and people with mental health and substance use disorders, particularly those with dual diagnoses. |
| Form 990, Part III, Line 4a: Description of Program Service | - Hampden County Bar Association: free legal clinics for individuals & families dealing with housing, family law, and other civil matters. - Jewish Family Services of Western Mass.: provide culturally and linguistically appropriate care navigation, education, and assistance for at-risk refugee seniors 60 years of age and older. - Junior Achievement of Western Massachusetts: teaches life skills: team building, decision making, problem-solving and communication skills and financial literacy. - Mental Health Association: wellness program for people with mental illness and intellectual disabilities. - Pathlight: providing enrichment for individuals with disabilities. - Springfield Business Improvement District: addresses food insecurities and increase access to healthy foods. - Springfield Museums: early education, literacy and education for at-risk youth. - Stuffing the Pantry: assist people who are hungry, homeless, or disadvantaged to improve the quality of their lives. - Unify Against Bullying: programs to combat bullying & its stigma. - United Way of Pioneer Valley: providing health, education, and financial stability of every person in our community. - Work Opportunity Center: provide adults with disabilities activities that promote health & wellness including nutritional activities. - Center for New Americans: immigrants who are trained and certified as healthcare providers helping place them in healthcare jobs. - Cutchins Programs for Children & Families: enhance knowledge and practices to support mental health care and a healthy community. - Empty Arms Bereavement Support: assist families who have limited access to postpartum and mental health care after a pregnancy loss. - Girls on the Run Western Ma: supports young girls to be joyful, healthy and confident using a fun, experienced-based curriculum which creatively integrates running. - Hampshire Regional YMCA: empowers 7-13 year olds with obesity, with the support of their families, to reach a healthy weight and live a healthier lifestyle. - International Language Inst.: free English classes help immigrants, refugees, and their families shed their vulnerable status and lead more stable, productive, healthy lives. - Tapestry Health Systems: increasing access to health foods, and providing resources for people struggling with addiction. - The Food Bank of Western Massachusetts: educate food-insecure households to improve their diet and health by making informed decisions about the nutritional value of the food they purchase, and how to prepare it. - Treehouse Foundation: improve the health and lives of children and youth who experience foster care, their foster/adoptive families & the caring older adults who volunteer to support them. - United Way of Hampshire County: providing diapers to file local food pantries. - AIDS Project Worcester: public health AIDS prevention testing. - UMASS Medical School: supports innovative research, and treatment programs at the UMASS Cancer Center. - American Heart Association: cardiovascular disease prevention. - Gardening the Community: to increase the food security of Springfield low income seniors while developing the leadership of Springfield youth. - MAB Community Services: promotes access to healthy foods, physical wellness and mental health for seniors with vision loss. Health New England also supports Baystate Health's Children's Hematology/Oncology Management Program (CHOMP) through the Baystate Health Foundation. The CHOMP supports a multi-disciplinary approach to improve education, access to care, compliance with treatment, and psychological support of the small but vulnerable and resource-intense community of children with blood disorders or cancer, primarily through unreimbursed work by nurse practitioners (NP's). In 2019, CHOMP supported approximately 101 children with blood disorders or cancer and their families. Health New England has also traditionally supported other activities and initiatives of its parent, Baystate Health. Health New England has participated in several jointly-sponsored multi-year commitments with the following organizations: - National Conference of Community and Justice - Greater Springfield Chapter, Urban League - Baystate Health Department of Psychiatry Educational Funding - Springfield Health and Human Services Annual Community Baby Shower - Greater Springfield Diaper Bank - Safe Passage Hot Chocolate Run: provides a variety of support and advocacy services for women and children who have experienced domestic violence. The Hot Chocolate Run is the major fundraiser for this organization. Health New England has a long history of supporting community health education programs and initiatives within our service area either through the provision of funding and/or direct delivery. Following are highlights of such educational program offerings supported by Health New England: - The Public Health Institute of Western Massachusetts: the Public Health Institute of Western Massachusetts (PHIWM) is a non profit organization committed to improving the public's health by educating community partners, fostering innovation, leveraging resources, and building partnerships across sectors, including government agencies, communities, the health care delivery system, media and academia. PHI uses a collaborative programming approach to solve pressing community health issues. - Pioneer Valley Asthma Coalition: A community partnership that works to improve the quality of life for individuals, families and communities affected by asthma. The PVAC was formed to address asthma from a community, holistic perspective, bringing together a variety of groups to address the many factors that impact asthma including: healthcare organizations (eg. Baystate Health), health plans, local and state public health agencies (eg. Springfield Health and Human Services), housing organizations, community agencies, academic institutions, community members, and a variety of other types of organizations within the community. - YMCA Summer Camp: YMCA summer camps provide kids with a variety of imaginative activities that make sure they have fun while making new friends, building self-confidence and discovering the world around them. Carefully selected counselors work with campers on creating masterpieces during arts and crafts, explore science and technology, go on field trips, appreciate nature and discover the world around them. Special programs related to fitness, wellness and nutrition are a focus of these camps. - Senior Population Education Events: Health New England addressed more than 827 Medicare eligible individuals lecture style events on topics including: Reducing Your Risk of Falling, Incontinence-When Laughing is No Longer Funny, Weight Loss, What's Your Type-Diabetes, What You Need to Know About Your Lungs and the Health New England annual Health and Wellness fair. Health New England also participated in several regional community health and wellness fairs, offering Bone Density screening in the following towns: Greenfield, Williamstown, Pittsfield, Sheffield, Adams, and Hinsdale. Health New England has also worked with partner agencies and organizations in support of programs related to Chronic Disease Management, including: - Diabetes Programming and Support: Diabetes Education at Brightwood Health Center Diabetes Education Center, Mercy Medical Center, Riverbend Medical Group "Get Informed About Diabetes and Western Massachusetts Diabetic Association. - Cancer Education and Support: Cancer Connection, Rays of Hope Outreach, Mercy Medical Sister Caritas Cancer Center, Cancer House of Hope, Baystate Cancer Center - Heart Disease: American Heart Association Get to Goal Campaign, American Heart Association Heart Walk, Go Red for Women, La Esperanza Latin Health fair, Chicopee Chamber of Commerce Health fair. - Nutrition and Anti-Obesity Outreach: Boys and Girls Clubs Nutrition Counseling and Healthy Weight clinics, Amherst Survival Center Empty Bowls Awareness and Fundraising event, Gardening the Community, Mason Square and Brightwood Farmers Market and Food Bank of Western Massachusetts. - Senior Wellness: Area Senior Centers, Baystate Health Senior Class Programming Franklin County Home Care and Town of Adams Council on Aging. Health New England also conducts community benefit activities outside of the programs described above. Health New England has used its agreements with health care providers to promote quality improvement activities and to finance improved coordination of health care for individuals with severe or chronic diseases. |
| 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 boards of directors/trustees or by serving in employment relationship one or more entities within the network of affiliated organizations. Carol Campbell and Amy Jamrog have a business relationship. |
| Form 990, Part VI, Section A, line 6 | As a Massachusettts nonprofit organization, Health New England, Inc. has no stockholders and one legal Member - Baystate Health, Inc. Health New England, Inc. refers to its enrollees as "members," but Health New England, Inc.'s organizational documents and Bylaws give enrollees no organizational membership status from a legal perspective. |
| Form 990, Part VI, Section A, line 7a | Baystate Health, Inc. is the sole member of Health New England, Inc. Consequently, Baystate Health has final authority on all appointments and elections to the Health New England, Inc. Board. |
| Form 990, Part VI, Section A, line 7b | The functions of a nominating committee are carried out by the Governance Committee of Baystate Health and the Baystate Health Audit and Compliance committee has full audit oversight duties and responsibilities for Health New England, Inc. |
| Form 990, Part VI, Section B, line 11b | Prior to the filing of this return appropriate parts of this Form 990 were reviewed by representatives from the Finance and Legal Departments of Health New England, Inc. some of whom are officers of the filing organization. The entire return was reviewed by a tax expert from an outside accounting firm. The entire return was sent out to the Board of Directors and Officers of Health New England, Inc. for comment and review. |
| Form 990, Part VI, Section B, line 12c | Health New England, Inc. has a comprehensive conflict of interest policy. All directors, officers, key employees, and highest compensated employees of Health New England and its affiliates are asked to complete an annual "conflict of interest" form. We use an electronic database to receive and manage all conflict of interest submissions. This information is reviewed by the Health New England Director of Compliance and the Health New England Legal Department. Potential conflict of interest transactions are reviewed as appropriate under the policy, which provides for recusal from discussion and deliberation by any party with a potential conflict of interest. Health New England employees also sign an annual statement which affirms that such person: (a) has received a copy of the Conflict of Interest Policy; (b) has read and understands the Conflict of Interest Policy; and (c) has agreed to comply with the Conflict of Interest Policy. |
| Form 990, Part VI, Section B, line 15 | The compensation of the President and CEO and of other key officers and key employees is established based on information provided by independent third party consultants (Korn Ferry/Hay Group) for reasonableness and appropriate comparability data. The compensation is then established, reviewed and approved by the independent compensation committee of Health New England, Inc. and all such deliberations and decisions are documented contemporaneously. |
| Form 990, Part VI, Section C, line 19 | Available on request and at management's discretion |
| Part IX Statement of Functional Expenses, Line 11g | Broker Commissions $9,530,827 |
| Form 990, Part XI, line 9: | Increase in non-admitted assets 10,430,617. |
| Form 990, Part XII, Line 1: | The audited financial statements are based on Insurance Statutory Accounting Principles (SAP) promulgated by the Accounting Practices and Procedures Task Force under the auspices of the National Association of Insurance Commissioners (NAIC). This form of accounting is typically looked upon as more conservative than accrual accounting without quite being cash basis. The accompanying statutory basis financial statements have been prepared in accordance with NAIC Statements of Statutory Accounting Principles (SSAP) and in accordance with Statutory Accounting Practices (SAP) prescribed by the State of Massachusetts, which is a comprehensive basis of accounting other than U.S. Generally Accepted Accounting Principles (GAAP). Such practices vary from GAAP principally as follows: Investments - For statutory, investments in bonds are reported at amortized cost or fair value based on their NAIC rating. For GAAP purposes, such fixed maturity investments would be designated at purchase as held-to-maturity trading or available for sale. Held-to-maturity fixed investments would be reported at amortized cost and the remaining fixed maturity investments would be reported at fair value. For statutory purposes, unrealized gains and losses on investments are excluded from net income and reported as an increase or decrease in capital and surplus. Decreases in fair value that are determined by management to be other than temporary are reported as realized losses. The organization has elected the fair value option for certain of its investments. All single class and multi class mortgage backed/asset backed securities (e.g. CMOs) are adjusted for the effects of changes in prepayment assumptions on the related accretion of discount or amortization of premium of such securities using prospective method. If it is determined that a decline in fair value is other than temporary, the cost basis of the security is written down to the present value of estimated future cash flows using the original effective interest rate inherent in the security. Non admitted Assets - Certain assets are designated as non admitted. these assets (which are principally electronic data processing equipment, prepaid items, certain health receivables, receivables over 90 days past due and non-audited equity value of subsidiaries) are excluded from the accompanying statements of admitted assets, liabilities and capital and surplus. These items are charged directly to unassigned surplus. Under GAAP, such assets are included in the balance sheet, to the extent they are not impaired. Surplus Notes-GAAP classifies surplus notes in liabilities, whereas NAIC SAP classifies them in statutory net worth. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Baystate Health Inc | |||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 042105941 | Improve the health of people in our communities every day. | MA | 501(c)(3) | Line 7 | N/A | 0 | |
| Baystate Medical Center Inc | |||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 042790311 | Acute Care Teaching Hospital | MA | 501(c)(3) | Line 3 | 0 | Baystate Health Inc | |
| Baystate Franklin Medical Center | |||||||||||
| 164 High Street | Greenfield | MA | 01301 | 042103575 | Hospital | MA | 501(c)(3) | Line 3 | 0 | Baystate Health Inc | |
| Visiting Nurse Assn and Hospice of Western New England Inc | |||||||||||
| 50 Maple Street | Springfield | MA | 01199 | 042105803 | Homehealth and Hospice care | MA | 501(c)(3) | Line 10 | 0 | Baystate Health Inc | |
| Baystate Health Foundation Inc | |||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 043549011 | Fundraising | MA | 501(c)(3) | Line 7 | 0 | Baystate Health Inc | |
| Baystate Administrative Services Inc | |||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 222747685 | Administrative services | MA | 501(c)(3) | 11c, IIIc | 0 | Baystate Health Inc | |
| Baystate Total Home Care Inc | |||||||||||
| 50 Maple Street | Springfield | MA | 01199 | 203260764 | Real Estate and Other | MA | 501(c)(3) | 11b, II | 0 | Baystate Health Inc | |
| Baystate Wing Hospital Corporation | |||||||||||
| 40 Wright Street | Palmer | MA | 01069 | 222519813 | Hospital | MA | 501(c)(3) | Line 3 | 0 | Baystate Health Inc | |
| Health New England of Connecticut Inc | |||||||||||
| One Monarch Place Suite 1500 | Springfield | MA | 01104 | 465190134 | HMO | CT | 501(c)(4) | Yes (1) | Health New England Inc | ||
| Baystate Noble Hospital Corporation | |||||||||||
| 115 West Silver Street | Westfield | MA | 01085 | 222537423 | Hospital | MA | 501(c)(3) | Line 3 | 0 | Baystate Health Inc | |
| Baystate Medical Practices Inc | |||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 042888373 | Physician Medical Services | MA | 501(c)(3) | Line 3 | 0 | Baystate Health Inc | |
| Pioneer Valley Life Science Institute of Baystate Medical Center and UMASS | |||||||||||
| 3601 Main Street | Springfield | MA | 01199 | 571183126 | Biomedical Research | MA | 501(c)(3) | Line 4 | 0 | Baystate Health Inc | |
| Westfied Medical Corporation | |||||||||||
| 115 West Silver Street | Westfield | MA | 01085 | 043127730 | Medical Practice | MA | 501(c)(3) | Line 3 | 0 | Baystate Franklin Medical Center | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ingraham Corporation | ||||||||||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 043016257 | Health care and other business activities | MA | N/A | C | 0 | |||||||||
| HNE Insurance Services Inc | ||||||||||||||||||
| One Monarch Place Suite 1500 | Springfield | MA | 011441500 | 043183019 | Collection of services for ancillary services | MA | C | Yes (1) | HNE Holding Corporation | $3,051 | $122,774 | 1.00000 | ||||||
| HNE Advisory Services | ||||||||||||||||||
| One Monarch Place Suite 1500 | Springfield | MA | 011441500 | 043012347 | Administrative Services | MA | C | Yes (1) | HNE Holding Corporation | $14,674,801 | $18,303,345 | 1.00000 | ||||||
| HNE Holding Corporation | ||||||||||||||||||
| One Monarch Place Suite 1500 | Springfield | MA | 011441500 | 464620480 | Holding Company | MA | C | Yes (1) | Health New England Inc | -$10,379,631 | $5,208,087 | 1.00000 | ||||||
| Baystate Health Insurance Company Ltd' | ||||||||||||||||||
| 980421413 | Offshore Captive Insurance | N/A | 0 | N Church Street | George Town KY | Grand Cayman, Cay | CJ | CJ | ||||||||||
| HNE Insurance Company Inc | ||||||||||||||||||
| One Monarch Place Suite 1500 | Springfield | MA | 011441500 | 454462433 | Provide Health Care for MA Medicare Supplement members | MA | C | Yes (1) | HNE Holding Corporation | $1,921,260 | $5,664,189 | 1.00000 | ||||||
| Pioneer Valley Accountable Care LLC | ||||||||||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 800812350 | Accountable Care Organization | MA | C | 0 | Baycare Health Partners Inc | |||||||||
| Noble Health Alliance Inc | ||||||||||||||||||
| 115 West Silver Street | Westfield | MA | 01085 | 043164468 | Healthcare Support | MA | C | 0 | Baystate Noble Hospital Corporation | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HNE Advisory Services Inc | ||
| L | $9,389,575 | Ledger Activity |
| HNE Advisory Services Inc | ||
| P | $11,698,641 | Ledger Activity |
| HNE Insurance Corporation | ||
| Q | $787,442 | Ledger Activity |
| HNE Insurance Corporation | ||
| S | $262,851 | Ledger Activity |
Comments