VISITING NURSE ASSOCIATION AND HOSPICE OF WESTERN NEW ENGLAND INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VISITING NURSE ASSOCIATION AND HOSPICE OF WESTERN NEW ENGLAND INC (EIN 04-2105803)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-09
- IRS object ID
- 201832219349300973
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-09T13:11:28-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two Jericho Plaza | AddressLine1Txt |
| City | Jericho | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Visiting Nurse Association & Hospice of | BusinessNameLine1Txt |
| Business Name Line2 | Western New England Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VISI | BusinessNameControlTxt |
| Phone | 4137940000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Maple St PO Box 9058 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011029058 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dennis W Chalke | PersonNm |
| Person Title | SVP Finance, CFO & Treasurer | PersonTitleTxt |
| Phone | 4137940000 | PhoneNum |
| Signature | 2018-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine Kawecki | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dennis W Chalke | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 759 Chestnut Street | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,324,559 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | See Schedule O | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1914 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | The mission of the organization is to improve the health of the people in our communities every day,with quality and compassion. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 264 | TotalEmployeeCnt |
| Total Volunteers | 84 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $181,932 | PYContributionsGrantsAmt |
| CY Contributions Grants | $192,410 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,988,696 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,686,123 | CYProgramServiceRevenueAmt |
| PY Investment Income | $68,105 | PYInvestmentIncomeAmt |
| CY Investment Income | $70,359 | CYInvestmentIncomeAmt |
| PY Other Revenue | $130,542 | PYOtherRevenueAmt |
| CY Other Revenue | $405,667 | CYOtherRevenueAmt |
| PY Total Revenue | $20,369,275 | PYTotalRevenueAmt |
| CY Total Revenue | $21,354,559 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,269,591 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,463,091 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,388,867 | PYOtherExpensesAmt |
| CY Other Expenses | $7,447,032 | CYOtherExpensesAmt |
| PY Total Expenses | $21,658,458 | PYTotalExpensesAmt |
| CY Total Expenses | $22,910,123 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,289,183 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,555,564 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,039,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,397,848 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,079,892 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,206,972 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,040,648 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,809,124 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the organization is to improve the health of the people in our communities every day, with quality and compassion. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,093,123 | ExpenseAmt |
| Revenue | $13,642,804 | RevenueAmt |
| Desc | Home Care: The Home Care Program of Visiting Nurse Association and Hospice of Western New England serves about 7000 patients annually. The services, aimed at allowing patients to recuperate while remaining in the comfort of their homes, include skilled nursing, rehabilitation therapy, medical social work and personal care. The organization assists patients with self-management of chronic disease such as heart failure through technology and teaching by incorporating telemonitoring into the plan of care. Currently, VNAH provides remote telemonitoring to approximately 125 patients. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,186,919 | ExpenseAmt |
| Revenue | $7,562,856 | RevenueAmt |
| Desc | Hospice: The Hospice and Palliative Care Program of Visiting Nurse Association and Hospice of Western New England provides end of life care for patients in the community, assisted living facilities and skilled nursing facilities. The program coordinates care for an average daily census of about 100 to 150 patients of all ages. Hospice has an interdisciplinary approach using nursing, social work, chaplains and hospice aides. A unique feature of hospice is its strong team of volunteers which number nearly a 100 and who provide such services as errands, respite and companionship as well as legal counsel from volunteer attorneys. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,280,042 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | 0 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 264 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peter Lyons Baystate Health Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4137940000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 759 Chestnut Street | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 |
|---|---|---|---|---|---|---|---|---|
| Anne M Paradis | ||||||||
| Chair (as of 1/1/17) | 1.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John F Maybury | ||||||||
| Vice Chair (as of 1/1/17) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Adrian J Levsky | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Claudia R Coplein DO | ||||||||
| Trustee (as of 1/1/17) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Colleen W Holmes | ||||||||
| Trustee (as of 1/1/17) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| David C Southworth | ||||||||
| Trustee (through 12/31/16) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward J Noonan | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Grace Makari-Judson MD | ||||||||
| Trustee/Hematologist | 1.00 | 40.00 | Yes (X) | $347,988 | $0 | $78,646 | ||
| Gregory L Braden MD | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Harriet A DeVerry | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Hector Toledo | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| James P Sadowsky | ||||||||
| Trustee | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| James R Phaneuf | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John A Egelhofer MD | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John H Davis | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen B Scoble | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kevin P Moriarty MD | ||||||||
| Trustee/ Chief Ped Surgery | 1.00 | 40.00 | Yes (X) | $699,348 | $0 | $45,950 | ||
| Mark A Keroack MD | ||||||||
| Trustee | 1.00 | 40.00 | Yes (X) | $0 | $2,182,220 | $38,487 | ||
| Paul R Murphy | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert J Bacon | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert L Pura PhD | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Steven M Mitus | ||||||||
| Trustee (through 12/31/16) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Timothy F Farrell | ||||||||
| Trustee (as of 1/1/17) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Victor Woolridge | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| William R Webber | ||||||||
| Trustee (as of 1/1/17) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dennis Chalke | ||||||||
| Treasurer | 1.00 | 50.00 | Yes (X) | $0 | $935,201 | $89,071 | ||
| Kristin R Delaney | ||||||||
| Clerk | 1.00 | 39.00 | Yes (X) | $0 | $137,437 | $37,010 | ||
| Madeline Torres | ||||||||
| Assistant Clerk | 1.00 | 40.00 | Yes (X) | $0 | $56,586 | $13,801 | ||
| Maura McQueeney | ||||||||
| President | 50.00 | 0.00 | Yes (X) | $0 | $242,315 | $33,454 | ||
| Linda L Twyeffort | ||||||||
| Hospice RN IV | 50.00 | 0.00 | $179,985 | $0 | $29,484 | Yes (X) | ||
| Anna M Michaud | ||||||||
| Hospice RN | 50.00 | 0.00 | $129,375 | $0 | $29,468 | Yes (X) | ||
| Jody A Dion | ||||||||
| Dir Hospice & Palliative Care | 50.00 | 0.00 | $122,259 | $0 | $11,622 | Yes (X) | ||
| Sally B Kaufmann | ||||||||
| Dir Post Acute Integration VNA | 50.00 | 0.00 | $110,435 | $0 | $11,742 | Yes (X) | ||
| Thomas V Sibilia | ||||||||
| Baylor RN | 50.00 | 0.00 | $107,640 | $0 | $26,566 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,697,030 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,553,759 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $445,301 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Baystate Administrative Services | |||||
| 759 Chestnut St | Springfield | MA | 01079 | Administrative Services | $2,068,025 |
| Verizon Wireless | |||||
| PO Box 15108 | Albany | NY | 122125108 | Telephone Services | $312,798 |
| Medtronic Care MGMT | |||||
| EB 113 PO Box 1691 | Minneapolis | MN | 55480 | Consulting Services | $271,107 |
| TCG Services LLC | |||||
| PO Box 17844 | Clearwater | FL | 337620844 | Consulting Services | $262,819 |
| Fazzi Associates Inc | |||||
| 11 Village Hill Rd | Northampton | MA | 01060 | Consulting Services | $180,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $166,418 | GovernmentGrantsAmt |
| All Other Contributions | $25,992 | AllOtherContributionsAmt |
| Total Contributions | $192,410 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Net Patient Services | 621610 | $20,268,163 | $20,268,163 |
| Rents from Affiliates | 531120 | $160,740 | $160,740 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $257,220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $257,220 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,686,123 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,979 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,254 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $13,725 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,989,380 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,970,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,380 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,380 | TotalRevenueColumnAmt |
| Exclusion | $19,380 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Management Assessment | 900099 | $316,332 | $316,332 |
| Operations Transfers | 900099 | $76,616 | $76,616 |
| HNE Surplus Sharing | 900099 | $12,719 | $12,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $405,667 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,354,559 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,129,044 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,105 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,629 | TotalAmt |
| Program Services | $77,629 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,150,691 | TotalAmt |
| Program Services | $11,670,412 | ProgramServicesAmt |
| Management And General | $1,480,279 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,454 | TotalAmt |
| Program Services | $290,259 | ProgramServicesAmt |
| Management And General | $17,195 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,935 | TotalAmt |
| Program Services | $941,080 | ProgramServicesAmt |
| Management And General | $13,855 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $972,382 | TotalAmt |
| Program Services | $918,001 | ProgramServicesAmt |
| Management And General | $54,381 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,657,107 | TotalAmt |
| Program Services | $66,735 | ProgramServicesAmt |
| Management And General | $2,590,372 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38 | TotalAmt |
| Management And General | $38 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,903 | TotalAmt |
| Program Services | $44,498 | ProgramServicesAmt |
| Management And General | $5,405 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,648 | TotalAmt |
| Management And General | $2,648 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,199,024 | TotalAmt |
| Program Services | $739,977 | ProgramServicesAmt |
| Management And General | $459,047 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,138 | TotalAmt |
| Program Services | $11,327 | ProgramServicesAmt |
| Management And General | $15,811 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,257,613 | TotalAmt |
| Program Services | $1,190,828 | ProgramServicesAmt |
| Management And General | $66,785 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,773 | TotalAmt |
| Program Services | $499,082 | ProgramServicesAmt |
| Management And General | $341,691 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,498 | TotalAmt |
| Management And General | $233,498 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $492,588 | TotalAmt |
| Program Services | $468,845 | ProgramServicesAmt |
| Management And General | $23,743 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,511 | TotalAmt |
| Program Services | $12,204 | ProgramServicesAmt |
| Management And General | $7,307 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,535 | TotalAmt |
| Program Services | $79,514 | ProgramServicesAmt |
| Management And General | $247,021 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,275 | TotalAmt |
| Program Services | $91,233 | ProgramServicesAmt |
| Management And General | $15,042 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Ambulance Services | $86,224 | $86,224 | |
| Recruitment | $53,160 | $51,687 | $1,473 |
| Temp Help | $48,010 | $48,010 | |
| Dues/Subscriptions | $2,535 | $975 | $1,560 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,452 | TotalAmt |
| Program Services | $39,532 | ProgramServicesAmt |
| Management And General | $4,920 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,910,123 | TotalAmt |
| Program Services | $17,280,042 | ProgramServicesAmt |
| Management And General | $5,630,081 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,355 | BOYAmt |
| EOY | $182,620 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,799,807 | BOYAmt |
| EOY | $4,459,682 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,117 | BOYAmt |
| EOY | $82,365 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,903,457 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,445,941 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,463 | BOYAmt |
| EOY | $2,457,516 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,180,502 | BOYAmt |
| EOY | $2,215,665 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,039,244 | BOYAmt |
| EOY | $9,397,848 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,280,981 | BOYAmt |
| EOY | $3,110,995 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,021 | BOYAmt |
| EOY | $756,047 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,296,890 | BOYAmt |
| EOY | $8,339,930 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,079,892 | BOYAmt |
| EOY | $12,206,972 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,750,088 | BOYAmt |
| EOY | -$4,626,975 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,832 | BOYAmt |
| EOY | $209,714 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,572,608 | BOYAmt |
| EOY | $1,608,137 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,040,648 | BOYAmt |
| EOY | -$2,809,124 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,039,244 | BOYAmt |
| EOY | $9,397,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,555,564 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,039 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $783,049 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $87,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,859 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $181,932 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $192,410 | CurrentTaxYearAmt |
| Total | $804,851 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,610,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,392,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,813,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,156,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,160,550 | CurrentTaxYearAmt |
| Total | $106,133,127 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,697,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,578,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,971,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,338,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,352,960 | CurrentTaxYearAmt |
| Total | $106,937,978 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $106,937,978 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,105 | CurrentTaxYearAmt |
| Total | $98,459 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,105 | CurrentTaxYearAmt |
| Total | $98,459 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,702,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,586,710 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,991,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,369,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,386,065 | CurrentTaxYearAmt |
| Total | $107,036,437 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99910 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99940 | PublicSupportPY509Pct |
| Investment Income CY | 0.00090 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00060 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $2,648 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,648 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Line 1(i), Other activities: Lobbying expenditures are incurred through membership dues paid to home health care industry trade associations. Lobbying Expenses: Home Care Alliance of MA: Dues: $12,850 Lobbying amount: 14.10% = $1,812 Hospice Palliative Care of MA: Dues: $5,304 Lobbying amount: 9.5% = $504 NHPCO Dues: $6,897 Lobbying amount: 4.82% = $332 Total lobbying amount = $2,648 | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $126,516 | OtherCostOrOtherBasisAmt |
| Book Value | $126,516 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,019,198 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,875,594 | DepreciationAmt |
| Book Value | $1,143,604 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $929,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $879,547 | DepreciationAmt |
| Book Value | $49,677 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,828,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,690,800 | DepreciationAmt |
| Book Value | $1,137,719 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,457,516 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due From Affiliated Entities | $31,287 |
| Beneficial Interest in Baystate Health Foundation | $2,184,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,215,665 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliated Entities | $5,826,622 |
| Estimated Settlements Due to Third Parties | $190,646 |
| Malpractice Reserve | $64,000 |
| Pension Liability | $2,258,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,339,930 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D Part V | FormAndLineReferenceDesc |
| Explanation | Additional Information: Part V: Certain endowments are held at Baystate Health Foundation (BHF), an affiliate, and are reported as temporarily restricted and permanently restricted but Part V has not been completed as it is already addressed on BHF's Form 990 (EIN 04-3549011). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Grace Makari-Judson MD | ||||||||||||||
| Trustee/Hematologist | $275,652 | $0 | $50,668 | $0 | $21,668 | $0 | $60,173 | $0 | $18,473 | $0 | $426,634 | $0 | $0 | $0 |
| Kevin P Moriarty MD | ||||||||||||||
| Trustee/ Chief Ped Surgery | $537,664 | $0 | $124,279 | $0 | $37,405 | $0 | $26,500 | $0 | $19,450 | $0 | $745,298 | $0 | $0 | $0 |
| Mark A Keroack MD | ||||||||||||||
| Trustee | $0 | $876,848 | $0 | $401,474 | $0 | $903,898 | $0 | $19,875 | $0 | $18,612 | $0 | $2,220,707 | $0 | $562,123 |
| Dennis Chalke | ||||||||||||||
| Treasurer | $0 | $489,983 | $0 | $162,064 | $0 | $283,154 | $0 | $63,576 | $0 | $25,495 | $0 | $1,024,272 | $0 | $0 |
| Kristin R Delaney | ||||||||||||||
| Clerk | $0 | $122,188 | $0 | $14,668 | $0 | $581 | $0 | $18,742 | $0 | $18,268 | $0 | $174,447 | $0 | $0 |
| Maura McQueeney | ||||||||||||||
| President | $0 | $199,321 | $0 | $36,372 | $0 | $6,622 | $0 | $18,181 | $0 | $15,273 | $0 | $275,769 | $0 | $0 |
| Linda L Twyeffort | ||||||||||||||
| Hospice RN IV | $143,741 | $0 | $1,500 | $0 | $34,744 | $0 | $21,728 | $0 | $7,756 | $0 | $209,469 | $0 | $0 | $0 |
| Anna M Michaud | ||||||||||||||
| Hospice RN | $125,315 | $0 | $1,000 | $0 | $3,060 | $0 | $7,466 | $0 | $22,002 | $0 | $158,843 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 compensation committee of the filing organization. The compensation committee reviews and approves the compensation philosophy that is used to administer the specific pay decisions for the President of the filing organization. The compensation committee consists entirely of individuals serving on the board of the filing organization. The compensation of the President of the filing organization is determined by the member of the President's Cabinet (the Health System's senior leadership) responsible for that filing organization, in consultation with Human Resources, based on information provided by independent third party consultants for reasonableness including appropriate comparability data and based on the Executive Compensation Philosophy Statement established by the compensation committee. |
| Part I, Lines 4a-b | Line 4a: Lynda L. Twyeffort received $16,450 in 2016. Line 4b: Dennis W. Chalke - Supplemental Retirement of $257,706 is included in column E. This amount was earned and paid in 2016. Mark A. Keroack, MD - Total Supplemental Retirement of $881,458 is included in column E. This amount consists of $264,321 earned and paid in 2016 and $562,123 that was previously reported as deferred compensation in prior years Forms 990, and that is currently reported as taxable income. This also includes $55,014 of investment earnings on prior year contributions. The amount is listed in Column F in accordance with reporting requirements. Grace Makari-Judson, MD- Supplemental Retirement of $16,599 is included in column E. This amount was earned in 2016. Kevin P. Moriarty, MD - Supplemental Retirement of $33,542 is included in column E. This amount was earned and paid in 2016. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul R Murphy | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of Paul R. Murphy | RelationshipDescriptionTxt |
| Transaction | $77,629 | TransactionAmt |
| Transaction | See Part V - Family member of Paul R. Murphy is employed by the filing organization. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The filing organization has a standing executive committee, which is entitled to act between meetings of the Board, on all matters as to which the Board is entitled to act and permitted by law to delegate to a committee. |
| Form 990, Part VI, Section A, line 2 | 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) Grace P. Makari-Judson, MD, James P. Sadowsky and John H. Davis (2) Paul R. Murphy and Robert L. Pura, PhD, (3) John F. Maybury and Mark A. Keroack, MD, (4) Claudia R. Coplein, DO and Victor Woolridge (5) John F. Maybury and Anne M. Paradis. |
| Form 990, Part VI, Section A, line 3 | Visiting Nurse Association and Hospice of Western New England, Inc. is affiliated with Baystate Administrative Services, Inc. (BAS) which is a 501(c) (3) organization. Information Technology, Human Resources, Finance, Treasury, Accounting and other management and support functions are delegated to BAS. |
| Form 990, Part VI, Section A, line 6 | The 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 BH. 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 8b: The Trustees of Visiting Nurse Association & Hospice of Western New England, Inc. 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 Visiting Nurse Association & Hospice of Western New England, Inc. as well as the annual acceptance of the audited financial statements. |
| 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 Tax, Finance, and Human Resources Departments of Baystate Health, Inc. (the parent organization of the health care system to which the filing organization belongs) and by outside legal counsel. The entire return was reviewed by a tax expert from an outside accounting firm. The entire return was also reviewed prior to filing by the Audit and Compliance Committee of Baystate Health, Inc., which also includes some of the officers and trustees of the filing organization. This committee also reviews the audited financial statements for the health system. The Form 990 was provided to all members of the Board of Trustees prior to filing. |
| Form 990, Part VI, Section B, line 12c | Visiting Nurse Association & Hospice of Western New England, Inc. is an affiliate of Baystate Health, Inc. Baystate Health, Inc. and its affiliated entities have a comprehensive conflict of interest policy applicable to all of the affiliated entities. All directors, trustees, officers, key employees, and highest compensated employees of BH and its affiliates are asked to complete an annual "conflict of interest" form. We utilize an electronic database to receive and manage all conflict of interest submissions. This information is reviewed by the Chief Compliance Officer, Chief Executive Officer, Chair of the Board of Trustees, 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 committee of Baystate Health, Inc. (the parent organization of the health care system to which the filing organization belongs) has been appointed through board resolution as the compensation committee of the filing organization. The compensation committee reviews and approves the compensation philosophy that is used to administer the specific pay decisions for the President and employees of the filing organization. The compensation of the President of the filing organization is determined by the member of the President's Cabinet (the Health System's senior leadership) responsible for that filing organization, in consultation with Human Resources, based on information provided by independent third party consultants for reasonableness including appropriate comparability data and based on the Executive Compensation Philosophy Statement established by the compensation committee. The compensation of other officers and employees of the filing organization is determined by the President of the filing organization in accordance with the Executive Compensation Philosophy Statement, in consultation with Human Resources, based on information provided by independent third party consultants for reasonableness including appropriate comparability data or the Baystate Health Board approved budget and wage program for each fiscal year. |
| 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 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 XI, line 9: | Minimum Pension Liability Adjustment 541,132. Change in Value of Beneficial Interest in Net Assets-Temporarily Restricted 72,882. Change in Value of Beneficial Interest in Net Assets-Permanently Restricted 35,529. Transfer to Affiliates 102,000. Net Assets Released from Restrictions 31,506. |
| Website Address | www.baystatehealth.org/services/home-health |
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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Baystate Administrative Services Inc | ||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 222747685 | Administrative services | MA | 501 (c ) (3) | 12c, IIIc | 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 Systems Inc Health & Welfare Benefits Plan | ||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 222531644 | Voluntary Employees' Benefit Association | MA | 501 (c ) (9) | Baystate Health Inc | 0 | |
| Baystate Health Inc | ||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 042105941 | Healthcare System Parent | MA | 501 (c ) (3) | 7 | Baystate Health Inc | 0 |
| Baystate Medical Center Inc | ||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 042790311 | Acute Care Teaching 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 | 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 | 455190134 | HMO/Insurance | CT | 501 (c ) (4) | Health New England Inc | 0 | |
| Baystate Noble Hospital Corporation | ||||||||||
| 115 West Silver Street PO Box 1634 | Westfield | MA | 010861634 | 222537423 | Hospital | MA | 501 (c ) (3) | 3 | Baystate Health Inc | 0 |
| Westfield Medical Corporation | ||||||||||
| 115 West Silver Street PO Box 1634 | Westfield | MA | 010861634 | 043127730 | Physician Services | MA | 501 (c ) (3) | 12a | Baystate Noble Hospital Corp | 0 |
| Noble Visiting Nurse Services Inc | ||||||||||
| 77 Mill Street Suite 201 | Westfield | MA | 01085 | 222757446 | Home Health Care and Hospice | MA | 501 (c ) (3) | 10 | Visiting Nurse Association & Hospice of Western New England Inc | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HNE Advisory Services Inc | |||||||||||||
| Monarch Place Suite 1500 | Springfield | MA | 011441500 | 043012347 | Administrative services | MA | Health New England Inc | C | 0 | ||||
| HNE Insurance Services Corporation | |||||||||||||
| Monarch Place Suite 1500 | Springfield | MA | 011441500 | 043183019 | Ancilliary Insurance | MA | Health New England Inc | C | 0 | ||||
| HNE Insursance Company Inc | |||||||||||||
| Monarch Place Suite 1500 | Springfield | MA | 011441500 | 454462433 | Health Services for Mass Medicare Supplement Members | MA | Health New England Inc | C | 0 | ||||
| Ingraham Corporation | |||||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 043016257 | Health care and other business activities | MA | Baystate Health Inc | C | 0 | ||||
| Baystate Health Insurance Company Ltd | |||||||||||||
| 980421413 | Offshore captive Insurance | Baystate Health Inc | C | 0 | North Church Street | Georgetown | CJ | CJ | |||||
| HNE Holding Corporation | |||||||||||||
| Monarch Place Suite 1500 | Springfield | MA | 011441500 | 464620480 | Holding shares in subsidiary corporations | MA | Health New England Inc | C | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Noble Visiting Nurse ServicesInc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionTypeTxt |
| Involved | $316,332 | InvolvedAmt |
Comments