HOLYOKE MEDICAL CENTER INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOLYOKE MEDICAL CENTER INC (EIN 22-2520073)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-14
- IRS object ID
- 201832269349302308
- 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 H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T15:18:13-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222520073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyoke Medical Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLY | BusinessNameControlTxt |
| Phone | 4135342567 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010402223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael J Koziol | PersonNm |
| Person Title | Treasurer & CFO | PersonTitleTxt |
| Phone | 4135342567 | PhoneNum |
| Signature | 2018-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2018-08-07 | PreparationDt |
| 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 | Spiridon E Hatiras | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010402223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $158,498,662 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.holyokehealth.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Acute care hospital, providing medical and other healthcare services to residents of Holyoke, MA and the surrounding areas. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1516 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | $2,543,910 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $28,166 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,280,058 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,531,954 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $141,584,553 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $151,824,684 | CYProgramServiceRevenueAmt |
| PY Investment Income | $318,869 | PYInvestmentIncomeAmt |
| CY Investment Income | $348,356 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,843,941 | PYOtherRevenueAmt |
| CY Other Revenue | $2,635,781 | CYOtherRevenueAmt |
| PY Total Revenue | $147,027,421 | PYTotalRevenueAmt |
| CY Total Revenue | $158,340,775 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $42,775 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $90,353,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $95,346,347 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,077,410 | PYOtherExpensesAmt |
| CY Other Expenses | $58,671,815 | CYOtherExpensesAmt |
| PY Total Expenses | $141,453,910 | PYTotalExpensesAmt |
| CY Total Expenses | $154,060,937 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,573,511 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,279,838 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $82,908,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,798,346 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $98,824,599 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $97,501,271 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$15,916,074 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$10,702,925 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Our Mission at Holyoke Medical Center is to improve the health of all people in our community. We do that with honesty, respect and dignity for our patients, visitors and staff. We do that through expert and compassionate care, education and knowledge sharing, community partnerships, fostering innovation and growth and by inspiring hope in all we touch. We do that by being good stewards of our resources and providing efficient and cost effective care to all. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $126,007,112 | ExpenseAmt |
| Grant | $42,775 | GrantAmt |
| Revenue | $151,824,684 | RevenueAmt |
| Desc | Holyoke Medical Center, Inc. (HMC) strives to serve the health needs of their medical service community in a high quality and efficient manner. See Schedule O for additional information.To this end, HMC shall: (1) provide compassionate care to all of whom it serves with a commitment to developing cultural diversity and competencies in our programs and workforce so that we may better serve our patients; (2) identify and serve those needs which are prevalent and substantial in the community as a whole, or within major population groups, and which can be adequately met by the provision of basic primary and secondary health care services; (3) provide information, education, and expertise to our community in order to promote the general health of its citizens; (4) provide an environment of excellence and growth in which health care professionals can use their skills and abilities to the fullest extent possible; (5) provide competitive wages and benefits, as well as safe and dignified working conditions, for all employees; (6) ensure financial responsibility in the operation of the medical center in order to guarantee the future viability of our mission; (7) provide a formal, public, and ongoing program of community benefits, in cooperation with community individuals and organizations, to improve the health status of the public including especially the medically and economically vulnerable. Holyoke Medical Center, Inc. provided inpatient, outpatient, and emergency healthcare services and certain physician services to the residents of Holyoke, Massachusetts and the surrounding communities. Inpatient healthcare services included medical, surgical, critical care, cardiac, obstetrical, psychiatric, and oncology services. During FY 2017, HMC provided 28,396 patient days of inpatient services with 6,676 discharges. Outpatient healthcare services included a full array of diagnostic, therapeutic, and behavioral health services. During FY 2017, HMC had 308,308 outpatient visits. Emergency services were provided by a 24-hour emergency department. During FY 2017, HMC had 43,016 emergency department visits. | Desc |
| Total Program Service Expenses | $126,007,112 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 212 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1516 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael J Koziol | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4135342567 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010402223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| Michael Murphy | |||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Byrne MD | |||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mary Jo Maydew | |||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Doris Ransford | |||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| Tricia Koss | |||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jon Lumbra | |||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Marc Joyce | |||||||||
| Director | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Ferroni MD | |||||||||
| Director/Medical Director | 50.00 | 0.00 | Yes (X) | $286,366 | $0 | $15,184 | |||
| Marc Zerbe MD | |||||||||
| Director/VP Medical Staff | 0.50 | 50.00 | Yes (X) | $0 | $568,872 | $17,294 | |||
| Idelia Smith | |||||||||
| Chair | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Shannon Gurek | |||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Spiridon E Hatiras | |||||||||
| President & CEO, Clerk | 40.00 | 6.50 | Yes (X) | $0 | $633,533 | $16,222 | Yes (X) | ||
| Paul M Silva | |||||||||
| Treasurer & CFO (end 4/17) | 40.00 | 6.50 | Yes (X) | $0 | $269,652 | $15,893 | Yes (X) | ||
| Michael Koziol | |||||||||
| Treasurer & CFO | 40.00 | 6.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Stanley Swierzewski III MD | |||||||||
| Urologist | 50.00 | 0.00 | $1,336,360 | $0 | $19,187 | Yes (X) | |||
| Noah J Epstein MD | |||||||||
| Orthopedic Surgeon | 50.00 | 0.00 | $832,114 | $0 | $18,935 | Yes (X) | |||
| Khaled A Instrum MD | |||||||||
| Orthopedic Surgeon | 50.00 | 0.00 | $589,760 | $0 | $16,004 | Yes (X) | |||
| Nirav Sheth MD | |||||||||
| Cardiologist | 50.00 | 0.00 | $568,791 | $0 | $7,858 | Yes (X) | |||
| Mary E Norris MD | |||||||||
| Gastroenterologist | 50.00 | 0.00 | $462,483 | $0 | $11,542 | Yes (X) | |||
| James M Keefe | |||||||||
| Former Key Employee | 50.00 | 0.00 | $232,816 | $0 | $15,433 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,308,690 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,472,057 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $153,552 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 90 | 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 |
|---|---|---|---|---|---|
| Valley Health Systems Inc | |||||
| 20 Hospital Drive | Holyoke | MA | 01040 | Management Services | $2,930,287 |
| Sound Physicians of Massachusetts | |||||
| PO Box 742936 | Los Angeles | CA | 90074 | Physicians | $2,389,679 |
| G Greene Construction Co Inc | |||||
| PO Box 160 | Allston | MA | 02134 | General Contractor Services | $1,344,386 |
| Huron Consulting Group Inc | |||||
| 550 W Van Buren Street | Chicago | IL | 60607 | Consulting Services | $1,016,501 |
| Quest Diagnostics Nichols Institute | |||||
| 14225 Newbrook Drive | Chantilly | VA | 201512228 | Laboratory Services | $910,946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 47 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,423,109 | RelatedOrganizationsAmt |
| Government Grants | $1,953,712 | GovernmentGrantsAmt |
| All Other Contributions | $155,133 | AllOtherContributionsAmt |
| Total Contributions | $3,531,954 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Patient Service Revenue | 621110 | $138,536,637 | $138,536,637 |
| Miscellaneous Revenue | 621110 | $12,063,087 | $12,063,087 |
| Affiliate Rent | 531110 | $659,175 | $659,175 |
| Affiliate Management Fees | 561000 | $421,984 | $421,984 |
| Food Services/Coffee Shop | 561000 | $128,121 | $128,121 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,680 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,680 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $151,824,684 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $348,356 | TotalRevenueColumnAmt |
| Exclusion | $348,356 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $270,726 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $157,887 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $112,839 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,839 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $20,968 | UnrelatedBusinessRevenueAmt |
| Exclusion | $91,871 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NonPatient Lab (Net Contractuals) | Desc |
| Business | 621500 | BusinessCd |
| Total Revenue Column | $2,522,942 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,522,942 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,522,942 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,340,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $151,824,684 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,543,910 | UnrelatedBusinessRevenueAmt |
| Exclusion | $440,227 | 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 | $42,775 | TotalAmt |
| Program Services | $42,775 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,550 | TotalAmt |
| Program Services | $264,580 | ProgramServicesAmt |
| Management And General | $36,970 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,907,719 | TotalAmt |
| Program Services | $67,501,942 | ProgramServicesAmt |
| Management And General | $9,405,777 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,158,787 | TotalAmt |
| Program Services | $2,753,705 | ProgramServicesAmt |
| Management And General | $405,082 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,685,498 | TotalAmt |
| Program Services | $8,443,431 | ProgramServicesAmt |
| Management And General | $1,242,067 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,292,793 | TotalAmt |
| Program Services | $4,614,046 | ProgramServicesAmt |
| Management And General | $678,747 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,057,949 | TotalAmt |
| Management And General | $3,057,949 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,185 | TotalAmt |
| Program Services | $21,066 | ProgramServicesAmt |
| Management And General | $72,119 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,190 | TotalAmt |
| Management And General | $83,190 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,336 | TotalAmt |
| Management And General | $98,336 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,111,546 | TotalAmt |
| Program Services | $10,699,597 | ProgramServicesAmt |
| Management And General | $4,411,949 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,893 | TotalAmt |
| Program Services | $14,945 | ProgramServicesAmt |
| Management And General | $249,948 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,149,290 | TotalAmt |
| Program Services | $2,910,138 | ProgramServicesAmt |
| Management And General | $2,239,152 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,713,884 | TotalAmt |
| Program Services | $975,255 | ProgramServicesAmt |
| Management And General | $1,738,629 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,300,967 | TotalAmt |
| Program Services | $1,978,713 | ProgramServicesAmt |
| Management And General | $322,254 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,373 | TotalAmt |
| Program Services | $33,350 | ProgramServicesAmt |
| Management And General | $20,023 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,183 | TotalAmt |
| Management And General | $446,183 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,144,985 | TotalAmt |
| Program Services | $2,273,038 | ProgramServicesAmt |
| Management And General | $1,871,947 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,785,350 | TotalAmt |
| Program Services | $997,833 | ProgramServicesAmt |
| Management And General | $787,517 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $16,991,996 | $16,976,676 | $15,320 |
| Bad Debt Expense | $3,576,403 | $3,576,403 | |
| Laboratory Tests | $1,478,399 | $1,478,399 | |
| Billing & Collection Fe | $250,988 | $250,988 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,070,898 | TotalAmt |
| Program Services | $451,220 | ProgramServicesAmt |
| Management And General | $619,678 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,060,937 | TotalAmt |
| Program Services | $126,007,112 | ProgramServicesAmt |
| Management And General | $28,053,825 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,091 | BOYAmt |
| EOY | $100,275 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,649,495 | BOYAmt |
| EOY | $8,374,389 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,615,083 | BOYAmt |
| EOY | $18,228,548 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $876,357 | BOYAmt |
| EOY | $930,010 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,345,234 | BOYAmt |
| EOY | $1,031,605 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $149,906,814 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $114,560,368 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,745,935 | BOYAmt |
| EOY | $35,346,446 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,159,284 | BOYAmt |
| EOY | $3,468,285 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,786,382 | BOYAmt |
| EOY | $4,516,472 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,118 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,515,546 | BOYAmt |
| EOY | $14,802,316 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,908,525 | BOYAmt |
| EOY | $86,798,346 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,139,241 | BOYAmt |
| EOY | $18,444,945 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000,000 | BOYAmt |
| EOY | $14,920,305 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,081,547 | BOYAmt |
| EOY | $8,238,052 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,603,811 | BOYAmt |
| EOY | $55,897,969 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,824,599 | BOYAmt |
| EOY | $97,501,271 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$20,860,776 | BOYAmt |
| EOY | -$16,215,355 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,634,735 | BOYAmt |
| EOY | $3,083,753 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,309,967 | BOYAmt |
| EOY | $2,428,677 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$15,916,074 | BOYAmt |
| EOY | -$10,702,925 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,908,525 | BOYAmt |
| EOY | $86,798,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,279,838 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $196,505 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $736,806 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $98,336 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $98,336 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The Hospital hires outside consultants from time to time to perform services to further the Hospital's and the other System organizations' mission. A portion of those consulting fees paid to each firm was designated for lobbying endeavors. Ellen Murphy & Associates was paid a total of $55,063 by the Hospital related to lobbying activities for the System. Murphy Donoghue Partners was paid a total of $35,000 by the Hospital related to lobbying activities for the System. The Hospital was also a member of the American Hospital Association and the Massachusetts Council of Community Hospitals (MCCH) during the fiscal year. A portion of the dues paid to the MCCH was available for lobbying expenditures on behalf of the Hospital and the other System organizations in furtherance of their exempt purposes. The portion of dues used for lobbying were $8,273. The Hospital did not pay any dues to the American Hospital Association in FY 2017. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,448,847 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,785 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $64,667 | OtherExpendituresAmt |
| End Year Balance | $1,401,965 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,389,593 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $59,854 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $600 | AdministrativeExpensesAmt |
| End Year Balance | $1,448,847 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,500,861 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$110,968 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $300 | AdministrativeExpensesAmt |
| End Year Balance | $1,389,593 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,392,894 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $108,387 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $420 | AdministrativeExpensesAmt |
| End Year Balance | $1,500,861 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,315,055 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $165,085 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $86,886 | OtherExpendituresAmt |
| Administrative Expenses | $360 | AdministrativeExpensesAmt |
| End Year Balance | $1,392,894 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33640 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.66360 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,819,096 | OtherCostOrOtherBasisAmt |
| Book Value | $2,819,096 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,033,104 | OtherCostOrOtherBasisAmt |
| Depreciation | $45,333,721 | DepreciationAmt |
| Book Value | $18,699,383 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,503,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,837,772 | DepreciationAmt |
| Book Value | $11,665,886 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,550,956 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,388,875 | DepreciationAmt |
| Book Value | $2,162,081 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,346,446 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial Interest - VHS | Desc |
| Book Value | $4,516,472 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $4,516,472 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other Assets | $607,331 |
| Due from Affiliates | $1,955,985 |
| New Market Tax Credit Receivable | $12,239,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $14,802,316 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Pension Cost | $52,726,845 |
| Asset Retirement Obligation | $159,543 |
| Estimated Third Party Payor Settlements, net | $837,081 |
| Insurance Claims Payable | $2,174,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $55,897,969 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $162,663,418 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $196,505 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $4,126,138 | OtherRevenueAmt |
| Revenue Not Reported | $4,322,643 | RevenueNotReportedAmt |
| Revenue Subtotal | $158,340,775 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $158,340,775 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $154,218,824 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $157,887 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $157,887 | ExpensesNotReportedAmt |
| Expenses Subtotal | $154,060,937 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $154,060,937 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The endowment funds are held and administered by Valley Health Systems, Inc. The intended use of the funds is to provide a predictable, stable, and consistent stream of earnings for Holyoke Medical Center, Inc. to be used for free care and general operations. |
| Part X, Line 2: | The Medical Center is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Tax-exempt organizations could be required to record an obligation for income taxes as the result of a tax position they have historically taken on various tax exposure items including unrelated business income or tax status. Under guidance issued by the Financial Accounting Standards Board, assets and liabilities are established for uncertain tax positions taken or positions expected to be taken in income tax returns when such positions are judged to not meet the "more-likely-than-not" threshold, based upon the technical merits of the position. Estimated interest and penalties, if applicable, related to uncertain tax positions are included as a component of income tax expense. The Medical Center has evaluated the position taken on its filed tax returns. The Medical Center has concluded no uncertain income tax positions exist at September 30, 2017. The Medical Center's tax years from 2015 through 2017 are open and subject to examination. |
| Part XI, Line 2d - Other Adjustments: | Rental Expenses 157,887. Pension Related Charges 3,238,161. Change in Beneficial Interest - VHS 730,090. |
| Part XII, Line 2d - Other Adjustments: | Rental Expenses 157,887. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent150 | Yes (X) | Percent150Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 4819 | PersonsServedCnt |
| Total Community Benefit Expns | $1,774,305 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,150,026 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $624,279 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00410 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 86057 | PersonsServedCnt |
| Total Community Benefit Expns | $40,360,076 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $36,727,346 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,632,730 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02410 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 90876 | PersonsServedCnt |
| Total Community Benefit Expns | $42,134,381 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $37,877,372 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,257,009 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02820 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 29 | ActivitiesOrProgramsCnt |
| Persons Served | 836069 | PersonsServedCnt |
| Total Community Benefit Expns | $829,938 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $829,938 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00550 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 288 | PersonsServedCnt |
| Total Community Benefit Expns | $30,050 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $30,050 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4 | ActivitiesOrProgramsCnt |
| Persons Served | 838 | PersonsServedCnt |
| Total Community Benefit Expns | $11,781,616 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,627,750 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,153,866 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01430 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Total Community Benefit Expns | $2,400,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,400,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01590 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 36 | ActivitiesOrProgramsCnt |
| Persons Served | 837195 | PersonsServedCnt |
| Total Community Benefit Expns | $15,041,604 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,627,750 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,413,854 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03590 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 36 | ActivitiesOrProgramsCnt |
| Persons Served | 928071 | PersonsServedCnt |
| Total Community Benefit Expns | $57,175,985 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $47,505,122 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,670,863 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06410 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 6 | ActivitiesOrProgramsCnt |
| Persons Served | 92796 | PersonsServedCnt |
| Total Community Benefit Expns | $28,695 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $28,695 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4 | ActivitiesOrProgramsCnt |
| Persons Served | 356 | PersonsServedCnt |
| Total Community Benefit Expns | $10,831 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $10,831 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 155 | PersonsServedCnt |
| Total Community Benefit Expns | $3,887 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,550 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,337 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 34 | PersonsServedCnt |
| Total Community Benefit Expns | $81,262 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $81,262 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00050 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 12 | ActivitiesOrProgramsCnt |
| Persons Served | 93341 | PersonsServedCnt |
| Total Community Benefit Expns | $124,675 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,550 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $123,125 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00080 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $1,716,673 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $38,314,267 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $36,563,648 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $1,750,619 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyoke Medical Center Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.holyokehealth.com | WebsiteAddressTxt |
| State License | 2145 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyoke Medical Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 15 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Section C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 15 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | see Part V, Section C | StrategyWebsiteURLTxt |
| Strategy Attached | Yes (1) | StrategyAttachedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 150.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Section C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Section C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Section C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare | Yes (X) | LookBackMedicareInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Holyoke Medical Center, Inc. | Part V, Section B, Line 5: Holyoke Medical Center is a member of the Coalition of Western MA Hospitals ("the Coalition") a partnership between ten non-profit hospitals and insurers in the region. The Coalition formed in 2012 to bring hospitals in Western Massachusetts together to share resources and work in partnership to conduct their community health needs assessments (CHNA) and address regional needs. Holyoke Medical Center worked in collaboration with the Coalition to conduct its current assessment. The assessment was conducted so that Holyoke Medical Center can better understand the health needs of the communities it serves and to meet its fiduciary requirement as a tax-exempt hospital.The assessment focused on the nine communities in Holyoke Medical Center's service area, which are found in Hampden and Hampshire Counties and generally center around the Medical Center's location in northern Hampden County. Holyoke comprises the bulk of the Holyoke Medical Center service area. When identifying the areas that can be addressed to improve the health of the population, the assessment used the determinants of health framework since it is recognized that these factors contribute substantially to population health. The prioritized health needs identified in its current CHNA include community level social and economic determinants that impact health, barriers to quality health care, and health conditions and behaviors.The assessment included analysis and synthesis of 1) a variety of social, economic and health data; 2) findings from recent community assessment reports; and 3) information from five focus groups and 21 key informant interviews, some of which were conducted specifically for Holyoke MedicalCenter, and others which were conducted by other Coalition members and were relevant to this CHNA. Vulnerable populations were identified using a health equity framework with available data. Information from this CHNA will be used to inform the updating of Holyoke Medical Center's community health improvement strategies and to inform the Coalition's regional efforts to improve health. |
| Holyoke Medical Center, Inc. | Part V, Section B, Line 6a: Holyoke Medical Center is a member of the Coalition of Western Massachusetts Hospitals ("the Coalition") which also includes Baystate Medical Center and its affiliates, Mercy Medical Center, Cooley Dickinson Hospital, Shriners and Health New England. The Coalition hospitals collaborated in preparing their CHNAs. |
| Holyoke Medical Center, Inc. | Part V, Section B, Line 11: Please see the attached Implementation Plan for details on how the Hospital is addressing the significant needs identified in its most recently conducted CHNA as well as the needs that are not being addressed. The attached Implementation Plan also describes the reasons any needs are not being addressed and why. |
| Holyoke Medical Center, Inc. | Part V, Section B, Line 16j: The Hospital has had a section on their website related to financial assistance for several years. The Hospital has a financial assistance policy, plain language summary, and financial assistance application that was available to our patients along with financial assistance signs in certain locations in the Hospital (such as patient registration, and the Emergency department). |
| Schedule H, Part V, Section B, line 7a & 10a: | The CHNA and Implementation Strategy are available at the Hospital facility's website by going to: www.holyokehealth.com/About-Us/Community-Benefits |
| Schedule H, Part V, Section B, Line 16a & 16b: | The Hospital's Financial Assistance Policy, Plain Language Summary, and Financial Assistance Applications can be found at: www.holyokehealth.com/Patients-Visitors/Financial-Assistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 8 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - HMC - Rheumatology | ||||
| 75 Springfield Street Suite 3 | Westfield | MA | 01085 | Rheumatology |
| 2 - HMC - Endocrinology & Diabetes Ctr | ||||
| 8 Isabella Street | Holyoke | MA | 01040 | Endocrinology |
| 3 - HMC - Breast Health Center | ||||
| 94 North Elm Street Suite 102 | Westfield | MA | 01085 | Breast Health |
| 4 - HMC - Cardiovascular Specialties | ||||
| 505 Front Street | Chicopee | MA | 01013 | Cardiovascular |
| 5 - HMC - Urology (Springfield) | ||||
| 100 Wason Avenue Suite 240 | Springfield | MA | 01107 | Urology |
| 6 - HMC - Health Tracks Fitness & Wellness | ||||
| 155 Ashley Avenue | West Springfield | MA | 01089 | Physical Therapy |
| 7 - HMC - Holyoke Health Center | ||||
| 230 Maple Street | Holyoke | MA | 01040 | Lab & Ultrasounds |
| 8 - HMC - Physical Therapy | ||||
| 138 College Street | South Hadley | MA | 01075 | Physical Therapy |
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | Not Applicable. |
| Part I, Line 6a: | Not Applicable. |
| Part I, Line 7: | Holyoke Medical Center, Inc. used the cost-to-charge ratio method in determining the cost of health services provided. Holyoke Medical Center, Inc. derived this cost-to-charge ratio based on the total patient care expense, after step-down adjustment, divided by gross patient charges per the Medicare 2552 cost report. |
| Part I, Line 7, Column (f): | The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 3,576,403. |
| Part II, Community Building Activities: | Holyoke Medical Center, Inc. provides a variety of community sponsorships and ongoing relationships with local community organizations. Our goals for those sponsorships and/or team building are to help support cultural and healthy lifestyle events, whether it be to support youth sports teams, celebrate youth academic leaders and their families and teachers, or support of a community celebration. Our intended outcome is to make this a healthier and livelier community.The majority of our community support is a result of requests from civic, social, and athletic groups within our community. As an example, working with three community partners, Holyoke Medical Center, Inc. staff help coordinate a children's grant to specifically assist speech and language screening and education for children and parents in the community for children with speech and hearing difficulties. Working with our partners, this program helps assist families with obtaining public school services for their children. Our ongoing involvement helps oversee budgets and assure flow to appropriate allocation of funds to those community services which will support those children and their families for speech, occupational and physical therapy, behavioral counseling, therapeutic play, hearing screenings, family literacy, and nutrition. In addition, HMC also partners with a variety of local community agencies to help oversee specific grants that have been awarded for the broader community for children with childhood developmental delays in their cognitive speech and hearing. Family support and teaching pre-school and grammar school educational programs for teachers are held to assist in minimizing the delays that these children would otherwise undergo without this service. |
| Part III, Line 2: | Holyoke Medical Center, Inc. utilizes a costing methodology in which the ratio of patient care cost to charges is applied to the bad debt expense attributable to patient accounts to calculate the estimated cost of bad debt attributable to patient accounts that is reported on Line 2. Discounts and payments on patient accounts are recorded as adjustments to revenue, not bad debt expense. |
| Part III, Line 3: | See narrative for Part III, Line 2. |
| Part III, Line 4: | See Footnote 2 on Page 9 of the attached audited financial statements. |
| Part III, Line 8: | Holyoke Medical Center, Inc. utilizes generally accepted accounting principles in the preparation of its financial statements.Holyoke Medical Center, Inc. used the cost-to-charge ratio method in determining the cost of health services provided. Holyoke Medical Center, Inc. derived this cost-to-charge ratio based on the total patient care expense, after step-down adjustment, divided by gross patient charges per the Medicare 2552 Cost Report. |
| Part III, Line 9b: | Populations Exempt from Collection Action - The following individuals and patient populations are exempt from any collection actions pursuant to the Massachusetts Health Safety Net Program (HSN) regulations:a. Patients enrolled in, receiving benefits from, or participating in a public health insurance program, including but not limited to MassHealth, Emergency Aid to the Elderly, Disabled and Children (EAEDC), Healthy Start, Children's Medical Security Plan (CMSP (provided the patient's family income is equal to or less than 300% of the FPL)), and low income patients subject to the following:(1) Holyoke Medical Center, Inc. may initiate Collection Action against any patient enrolled in, receiving benefits from, or participating in MassHealth, EAEDC or Healthy Start, and any low income patient, for their required co-payments and deductibles as set forth by each specific program.(2) Holyoke Medical Center, Inc. may also initiate collection action for a patient who alleges that he or she is a participant in MassHealth, EAEDC, Health Start or CMSP but fails to provide proof of such participation. Upon receipt of satisfactory proof that a patient is a participant in such a program (including, in the case of MassHealth, EAEDC or Healthy Start, receipt or verification of a signed application), Holyoke Medical Center, Inc. shall cease billing or collection activities.(3) Low income patients are exempt from Collection Action for Eligible Services (as defined by HSN regulations from time-to-time) they receive during the period for which they have low income patient status.(4) Low income patients with family income between 150% and 300% of FPL are exempt from collection action for the portion of their Holyoke Medical Center, Inc. bill that exceeds the patient's deductible. However, Holyoke Medical Center, Inc. may initiate collection action against patients for their required co-payments and deductibles.(5) Holyoke Medical Center, Inc. may continue collection action on any low income patient for services rendered prior to the low income patient determination, provided that the patient's low income patient status has been terminated or expired. However, once a patient is determined to be eligible and enrolled in the Health Safety Net, MassHealth or certain Commonwealth Care programs, Holyoke Medical Center, Inc. will cease collection action for services rendered prior to the beginning of their eligibility.(6) Holyoke Medical Center, Inc. may pursue collection action against low income patients for services other than eligible services for which the patient has agreed to be responsible, provided Holyoke Medical Center, Inc. obtained the patient's prior written consent to be billed for the services. Holyoke Medical Center, Inc. will not bill low income patients for claims denied by the patient's primary insurer resulting from an administrative or billing error unless the error was initiated by patient/ guarantor.(7) Holyoke Medical Center, Inc. will not undertake collection action against an individual who has been approved for ER Bad Debt Medical Hardship or medical hardship under the Massachusetts Health Safety Net Program with respect to the amount of the bill that exceeds the medical hardship contribution.b. With respect to low income patients injured in motor vehicle accidents, Holyoke Medical Center, Inc. will: (1) investigate whether the patient, driver and/or vehicle owner had a motor vehicle liability policy; (2) make every effort to obtain the third party payor information from the patient; (3) if the hospital has prior knowledge and is legally able, attempt to secure assignment on a patient's right to third party coverage on services provided due to an accident; (4) advise patient of duty to notify HSN/MassHealth within 10 days of filing TPL claim/lawsuit, (5) retain documentation of those efforts; (6) where applicable, submit a claim for payment to the motor vehicle liability insurer; and (7) if any portion of the claim was previously billed to the HSN, report any recovery to the HSN.c. Holyoke Medical Center, Inc. will not garnish a low income patient's or their guarantor's wages or execute a lien on the low income patient's or their guarantor's personal residence or motor vehicle unless: (1) Holyoke Medical Center, Inc. can show that the patient or their guarantor has the ability to pay; (2) the patient/guarantor did not respond to HMC requests for information or the patient/guarantor refused to cooperate with HMC to seek an alternative financial assistance program; or (3) for purposes of a lien, it was approved by Holyoke Medical Center, Inc.'s Board of Trustees on an individual case-by-case basis.d. Holyoke Medical Center, Inc. may cease any collection or billing actions against a patient who is unable to pay Holyoke Medical Center, Inc.'s bill at any time during the billing process, if the patient is eligible for assistance under financial assistance programs that HMC may, in its discretion, make available from time-to-time. Holyoke Medical Center, Inc. will keep any and all documentation that shows a patient met the criteria for such programs.e. Holyoke Medical Center, Inc. and its agents shall not continue collection or billing on a patient who is party to bankruptcy proceedings except to secure its rights as a creditor in the appropriate order.f. Holyoke Medical Center, Inc. and its agents will not charge interest on an overdue balance for a low income patient or for patients who are eligible for financial assistance programs that HMC may in its discretion make available from time-to-time. |
| Part VI, Line 2: | Holyoke Medical Center, Inc. (HMC) conducts a needs assessment of the communities it serves in conjunction with numerous community agencies. These include Holyoke Health Center, Inc., our sister organizations River Valley Counseling Center, Inc. and Holyoke Visiting Nurse Association, Inc., as well as Holyoke Community College and a wide variety of education institutions in the Holyoke/Springfield area, including the University of Massachusetts Medical School in Worcester. Partnering with these organizations has allowed HMC to utilize our expertise and assessment of the population we serve to better formulate our community benefit initiatives. Based on the needs assessment, HMC determines which initiatives to continue and which programs to implement within our financial means. This includes a focus on community education and community outreach. It is important not to overlook the substantial contribution that the hospital makes to the community through our many educational programs, free flu shots, and our support of community events. HMC will continue to monitor these programs for their need and effectiveness in the community, and, working with our community partners, assess for gaps in the needs of the community that are not being filled. The formal needs assessment done in 2016 by Partners For A Healthier Community, Pioneer Valley Planning Commision, and Collaborative Educational Services combined with our own data and information of our patient population including what is publicly reported by the Department of Public Health - Massachusetts Community Health Information Profiles and other public sources has enabled us to focus our limited resources to better serve our community.The 2016 (tax year 2015) CHNA was conducted using a determinant of health framework as it is recognized that social and economic determinants of health contribute substantially to population health. It has been estimated that less than a third of our health is influenced by our genetics or biology. Our Health is largely determined by the social, economic, cultural, and physical environments that we live in and the healthcare we receive.Among these "modifiable" factors that impact health, social and economic factors are estimated to have the greatest impact. The County Health Rankings model, developed by the Robert Wood Johnson Foundation and the University of Wisconsin Population Health Institute, estimates the extent to which these modifiable factors contribute to health based on reviews of the scientific literature and a synthesis of data from a number of national sources. It is estimated that social and economic factors account for 40% of our health, followed by health behaviors (30%), clinical care (20%), and the physical environment (10%). Many health disparities occur as a result of inequities in these determinants of health.Among the fourteen Massachusetts counties, County Health Rankings ranked Hampden County last in the state for both health factors and health outcomes in 2016. Hampshire County ranked fifth in health outcomes and third in health factors.Assessment Methods:The primary goals of the 2016 CHNA were to update the list of prioritized community health needs identified in the 2013 CHNA conducted by Verite Healthcare Consulting, and to the extent possible, identify potential areas of action. The prioritized health needs identified in this CHNA include community-level social and economic determinants that impact health, barriers to accessing quality health care, and specific health conditions and behaviors within the population. Assessment methods included:- Analysis of social, economic, and health quantitative data from Massachusetts Department of Public Health, the U.S. Census Bureau, the Centers for Disease Control and Prevention, Behavioral Risk Factor Surveillance System, the County Health Ranking Reports, Community Commons, and a variety of other data sources;- Analysis of findings from one focus group and four key informant interviews conducted specifically for Holyoke Medical Center;- Analysis of findings from an additional four focus groups and 17 key informant interviews that were conducted for other Coalition members and considered relevant for this CHNA;- Review of 12 existing assessment reports published since 2013 that were completed by community and regional agencies serving Holyoke Medical Center's service area.The assessment focused on community-level data as available. In some instances, data constraints related to accessibility and availability limited analyses to select communities in the Holyoke Medical Center service area. In these instances, analyses focused on Chicopee, Holyoke, West Springfield, and Easthampton. To the extent possible given data and resource constraints, vulnerable populations were identified using information from focus groups and interviews as well as quantitative data stratified (or broken down) by race/ethnicity and age with a focus on children/youth and older adults.Prioritization ProcessA systematic process was conducted to develop a list of prioritized community health needs. Community level social and economic determinant of health factor related needs and access to care needs were assessed using quantitative and qualitative data gathered for the 2016 CHNA. Health conditions were identified based on consideration of the following: magnitude of impact (low, moderate, high), severity of impact (low, moderate, high), populations impacted (including vulnerable populations), and rates compared to a referent (generally the state rate). Prioritized health needs were those that had the greatest combined magnitude and severity or that disproportionately impacted vulnerable populations in the community. |
| Part VI, Line 3: | 1) General Principles:Holyoke Medical Center, Inc. or its agents will assist uninsured and underinsured patients with the process of applying for available financial assistance programs that may pay for some or all of their hospital bills. In order to help uninsured and underinsured patients find and apply for available financial assistance, HMC will provide all patients with a general notice of the availability of programs by way of posted notices throughout HMC and by way of individual notices to patients. The goal of these notices is to inform patients regarding the availability of financial assistance, as well as assistance with the application process. Holyoke Medical Center, Inc. will assist patients with the application process for the following Massachusetts programs: MassHealth, Commonwealth Care, CMSP, Healthy Start, Health Safety Net, and Medical Hardship through the Health Safety Net. Holyoke Medical Center, Inc. will provide, upon request, specific information about: (a) the eligibility criteria to be a low income patient under the Massachusetts Health Safety Net program or (b) additional financial assistance programs that HMC may in its discretion make available to low income patients from time-to-time. Holyoke Medical Center, Inc. will also notify the patient about available payment plans that may be available to them pursuant to HSN regulations.2) Role of Hospital Patient Financial Counselors and Other Finance Staff:Holyoke Medical Center, Inc. will attempt to identify available coverage options for patients who may be uninsured or underinsured when the patient is scheduling services, while the patient is at HMC, upon discharge and for a reasonable time following discharge. Holyoke Medical Center, Inc. will direct all patients seeking available coverage options to HMC's Patient Financial Counseling office for eligibility screening and assistance with the application process, including the application process for financial assistance programs that HMC may in its discretion make available to low income patients from time-to-time.Holyoke Medical Center, Inc. will also provide information on how to contact the appropriate staff within the hospital's Finance Department to verify the accuracy of the hospital bill or to dispute certain charges.3) Notification Practices:Holyoke Medical Center, Inc. will post a notice (signs) of availability of financial assistance in the following locations:a. Service delivery areas (e.g., inpatient, clinic, emergency department admission and/or registration areas);b. Patient financial counselor areas;c. Central admission/registration areas; and/ord. Business office areas that are open to patients.Posted signs will be clearly visible and legible to patients visiting these areas. The hospital will also include a notice about the availability of financial assistance in all initial bills.When a patient contacts the hospital, the hospital finance staff will attempt to identify if a patient qualifies for a public financial assistance program or a payment plan. A patient who is enrolled in a public financial assistance program (e.g., MassHealth or the Health Safety Net) may qualify for certain plans. Patients may also qualify for additional assistance based on the hospital's own internal criteria for financial assistance or qualify for coverage of services as a medical hardship based on the patient's documented income and allowable medical expenses.For cases in which the hospital is using the Virtual Gateway application, the hospital will assist the patient in completing the application for MassHealth, Commonwealth Care, Children's Medical Security Plan, Health Start, Health Safety Net, or other forms of financial assistance programs as they become part of the Virtual Gateway program.All signs and notices shall be translated into languages other than English if such language is primarily spoken by 10% or more of the residents in the hospital service area, which is based on the hospital admissions and/or discharge information. |
| Part VI, Line 4: | The service area for Holyoke Medical Center includes nine communities, three of which are located in Hampden County (Chicopee, Holyoke, and West Springfield) and six of which are located in Hampshire County (Belchertown, Easthampton, Granby, South Hadley, Southampton, and Westhampton). The total population of the service area is over 180,000 people. The three largest communities in the service area - Holyoke, Chicopee and West Springfield - are located in Hampden County and contain two-thirds of the service area's population. Approximately 89% of the population in the Holyoke Medical Center service area lives in urban areas. Urban areas consist of census tracts and/or blocks meeting the minimum population density requirement (2,500-49,999 for urban clusters and over 50,000 for urbanized areas) or are adjacent and meet additional criteria. The median ages in these cities hover near the Hampden County median age of 40 years old. Racial and ethnic diversity is more common in the three largest communities in the service area, where over 15% of the population identifies as Black or African American, American Indian, Asian, or some other race. There is also a sizeable Hispanic or Latino population in this service area, where 47% of the population of Holyoke and almost 17% of the population in Chicopee identifies as such. In Holyoke, 44% of the population speaks a language other than English at home. In Chicopee and West Springfield over 20% of the population speaks a language other than English at home. Public transit access is facilitated by the Pioneer Valley Transit Authority, which provides bus service to all but one of the nine communities (Westhampton). Paratransit services are offered throughout the service area for people with disabilities within 3/4 mile of a fixed route in order to facilitate access to medical care.Economically, there is significant variation between communities in the Holyoke Medical Center service area. Annual per capita income in the service area is $27,165, which is considerably less than the state average of $36,440. On a community-level, there is wide variation, with the per capita income ranging from $19,997 in Holyoke to $32,459 in Belchertown (ACS, 2010-2014). In this service area, the overall percentage of those who pay more than 30% of their income for housing costs is 35. Again, these figures vary within the service area, where 42% of renters and owners in Holyoke are cost-burdened, versus 30% and 31% in Easthampton and Westhampton, respectively. Approximately 15% of Holyoke Medical Center service area residents live below the federal poverty level, as compared to 17% of Hampden County residents and the state rate of 12%. The child poverty rate for the Holyoke Medical Center service area is 22%, which is lower than that of Hampden County (27%), but higher than that of state (15%). At the community level, these rates vary widely. In Holyoke, the overall poverty rate is 30%, and the child poverty rate is nearly 50% - over three times the state rate.As a whole, 85% of the population has a high school diploma, with rates varying from 77% in Holyoke to over 92% in Easthampton and Belchertown. The service area's unemployment rate is 6%. The unemployment rate is based on the number of people who are either working or actively seeking work. Some communities struggle with unemployment rates more so than others - Holyoke and Chicopee have rates at 8% and 7% respectively, while Belchertown and Easthampton have unemployment rates below 5%. The service industry is the largest employment sector in the area, but the manufacturing and wholesale and retail trade industries are also strong economic drivers in this service area. |
| Part VI, Line 5: | The impact of Holyoke Medical Center, Inc.'s (HMC) outreach efforts are evidenced by the fact that countless service agencies rely on HMC to ensure their own success. Among the key accomplishments this year were:Kate's KitchenKate's Kitchen, a program of Providence Ministries, serves a noontime meal 365 days a year to anyone with no questions asked. Kate's also offers a brown bag supper to people from 5-6pm. It served its first lunchtime meal in 1980, and since that day, the program has run continuously, providing a total of over one million meals. The kitchen depends heavily on volunteers to assure the smooth running of the kitchen.Homework HouseThe mission of Homework House is to rekindle a love of learning, one page and one child at a time. Homework house is an arena to assist children with homework after the school hours. It is open from 3 to 5pm Monday -Friday at the Immaculate Conception Church or Sacred Heart Church.5-2-1-05-2-1-0 Let's Go! is a nationally recognized childhood obesity prevention program implemented throughout Holyoke and in communities as far as Maine. It partners with schools, child care and out-of-school programs, health care practices and community organizations to change environments where children and families live, learn, work, and play.Lung Cancer ScreeningHMC provides CT Lung Cancer Screening Services. Studies have shown that Low Dose Lung Cancer Screening Cat Scans can lower the risk of death from lung cancer by 20% in people who are at high risk. HMC has committed the following staffing resources for this service: Radiologist, Technologist for scan, PCP and Nurse Navigator.Nutrition for the Cancer PatientHMC ensures access to care for all oncology patients with lack of food access or financial hardship. Upon admission, patients are evaluated to assess needs and follow-up services are provided.Survivorship with all cancer patientsA survivorship care plan is started for all cancer patients. Patients are considered survivors from the beginning of their journey to the end.Transportation ServicesIf you live in Holyoke and need help getting to and from the medical center campus, Holyoke Medical Center offers a van service with no appointment necessary available Monday through Friday between the hours of 7:30 a.m. and 5 p.m.Other Community Health Involvement:- Oversaw emergency ambulance services for the City of Holyoke in conjunction with American Medical Response;- Operated the only Emergency Department in the City of Holyoke, providing emergency medical and behavioral health services to the community 24 hours a day, 7 days a week, 365 days per year;- Provided a variety of behavioral health services, including community liaison work with agencies in the mental health community in order to improve the provision of behavioral health/psychiatric services for community members, education lectures and provided transportation to members of the community who do not have their own transportation and are in need of partial hospitalization or intensive outpatient levels of care for mental health treatment;- Provided numerous outreach classes and services, through the Medical Center's Speech and Hearing department, to members of the community with hearing and speech difficulties. The department has also worked with a variety of long-term care facilities and elder communities to educate elders on hearing loss, hearing aids, medical conditions, speech, and swallowing issues.- Promoted health care career education throughout the community, such as hosting site visits to high school students to expand their knowledge of community hospitals and encourage youth to enter healthcare professions;- Provided numerous educational programs to promote healthy behaviors, encourage routine medical screenings to prevent a variety of common diseases in our community. For example, conducted diabetes education classes, conducted programs that provided information regarding the recognition, treatment, and prevention of stroke, and conducted CPR classes for the community;- Provided education on infectious disease and flu vaccine clinics which administered free flu vaccines to the general public;- Educated and implemented programs to promote access to primary and preventative care, utilizing medical and professional staff to educate the community to encourage routine medical screenings, education on speech and hearing issues, preventing pulmonary disease, and behavioral health issues;- Provided birthing, lactation and parenting skill education classes. |
| Part VI, Line 6: | Holyoke Medical Center is a 198-bed facility with over 1,200 employees serving individuals and families throughout the Pioneer Valley. The medical staff includes more than 300 physicians and consulting staff. Among some of the top-rated services at Holyoke Medical Center is the award winning Holyoke Medical Center Stroke Service which has been consistently rated as one of the best in the state. Areas of clinical emphasis also include behavioral health, critical care, emergency care, orthopedics, oncology, rehabilitation, women's health services, and speech and hearing services.Holyoke Medical Center is a member of Valley Health Systems, which also includes the affiliates Holyoke Visiting Nurse Association & Hospice Life Care, Western Mass Physician Associates, and River Valley Counseling Center. For more information, please visit www.HolyokeHealth.com.The mission of Holyoke Medical Center and the affiliated healthcare system is to serve the health needs of the community in a high quality and efficient manner. To this end, Holyoke Medical Center shall:- Provide compassionate care to all whom it serves with a commitment to cultural diversity in our programs and workforce, and the development of cultural competencies in our workforce so that we may better serve our patients;- Identify and serve those needs which are prevalent and substantial in the community as a whole or within major population groups, and which can be adequately met by the provision of basic primary and secondary health care services;- Provide information, education, and expertise to our community in order to promote the general health of its citizens;- Provide an environment of excellence and growth in which health care professionals can use their skills and abilities to the fullest extent possible; - Provide competitive wages and benefits, as well as safe and dignified working conditions, for all employees;- Ensure financial responsibility in the operation of the Medical Center in order to guarantee the future viability of our mission;- Provide a formal, public, and ongoing program of community benefits, in cooperation with community individuals and organizations, to improve the health status of the public including especially the medically and economically vulnerable. |
| Part VI, Line 7, Reports Filed With States | MA |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Holyoke | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 536 Dwight Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | Municipality | IRCSectionDesc |
| Cash Grant | $9,350 | CashGrantAmt |
| Purpose Of Grant | St. Patrick's Committee of Holyoke Sponsorship | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Hospital awarded sponsorship and grants to various 501(c)(3) public charities or municipalities, additional monitoring is not deemed necessary. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Karen Ferroni MD | ||||||||||||||
| Director/Medical Director | $284,439 | $0 | $0 | $0 | $1,927 | $0 | $0 | $0 | $15,184 | $0 | $301,550 | $0 | $0 | $0 |
| Marc Zerbe MD | ||||||||||||||
| Director/VP Medical Staff | $0 | $568,872 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,294 | $0 | $586,166 | $0 | $0 |
| Spiridon E Hatiras | ||||||||||||||
| President & CEO, Clerk | $0 | $632,843 | $0 | $0 | $0 | $690 | $0 | $0 | $0 | $16,222 | $0 | $649,755 | $0 | $0 |
| Paul M Silva | ||||||||||||||
| Treasurer & CFO (end 4/17) | $0 | $269,039 | $0 | $0 | $0 | $613 | $0 | $0 | $0 | $15,893 | $0 | $285,545 | $0 | $0 |
| Stanley Swierzewski III MD | ||||||||||||||
| Urologist | $1,336,162 | $0 | $0 | $0 | $198 | $0 | $0 | $0 | $19,187 | $0 | $1,355,547 | $0 | $0 | $0 |
| Noah J Epstein MD | ||||||||||||||
| Orthopedic Surgeon | $831,664 | $0 | $0 | $0 | $450 | $0 | $0 | $0 | $18,935 | $0 | $851,049 | $0 | $0 | $0 |
| Khaled A Instrum MD | ||||||||||||||
| Orthopedic Surgeon | $588,470 | $0 | $0 | $0 | $1,290 | $0 | $0 | $0 | $16,004 | $0 | $605,764 | $0 | $0 | $0 |
| Nirav Sheth MD | ||||||||||||||
| Cardiologist | $568,491 | $0 | $0 | $0 | $300 | $0 | $0 | $0 | $7,858 | $0 | $576,649 | $0 | $0 | $0 |
| Mary E Norris MD | ||||||||||||||
| Gastroenterologist | $456,731 | $0 | $0 | $0 | $5,752 | $0 | $0 | $0 | $11,542 | $0 | $474,025 | $0 | $0 | $0 |
| James M Keefe | ||||||||||||||
| Former Key Employee | $231,854 | $0 | $0 | $0 | $962 | $0 | $0 | $0 | $15,433 | $0 | $248,249 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | The compensation for the Organization's CEO was established by a related organization, Valley Health Systems, Inc. That organization established the CEO's compensation by using a compensation committee and a compensation study. The compensation was also approved by the System's compensation committee. |
| Part I, Line 4a | Paul Silva received severance payments of $125,943 from Valley Health Systems, Inc. and James Keefe received severance payments of $60,696 from Holyoke Medical Center, Inc. during fiscal year ending 9/30/17. These amounts will be reflected in Box 5 of their 2017 W-2 wages and are reportable on the Hospital's 2017 Form 990, Part VII and Schedule J, Part II. |
| Schedule J, Part II: | James M. Keefe is listed on Form 990, Part VII as a former key employee of the Hospital but was still a current employee of the Hospital in the same or similar capacity as in prior years until June 19, 2017. Due to IRS reporting requirements, he did not qualify as a key employee in the current year. In accordance with IRS instructions, he has been listed as a former key employee. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Development Finance Agency | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2015-12-18 | BondIssuedDt |
| Issue Price | $15,000,000 | IssuePriceAmt |
| Purpose | Construction of Addition to Hospital Facility & Parking Lot | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $15,000,000 | TotalProceedsAmt |
| In Reserve Fund | $2,258,670 | InReserveFundAmt |
| Capitalized Interest | $509,955 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $622,161 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $5,429,877 | CapitalExpendituresAmt |
| Unspent | $9,447,723 | UnspentAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | Yes (1) | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part III; Part IV; and Part V | FormAndLineReferenceDesc |
| Explanation | Although formal written policies are not in place to ensure that violations are timely identified and corrected, the bonds issuer, monitors regulation Sections 1.141-12, 1.145-2, and 148 requirements for the Organization. Furthermore, the Organization works closely with bond counsel to monitor any lease agreements or management service contracts that have the potential to result in private business use and to ensure that safeguards are in place to take appropriate and timely remedial action should any violations of federal tax requirements occur. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James M Keefe | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member Salary | RelationshipDescriptionTxt |
| Transaction | $71,659 | TransactionAmt |
| Transaction | The son of Holyoke Medical Center, Inc. former key employee, James M. Keefe, received compensation as an employee (registered nurse) of Holyoke Medical Center, Inc. Dr. Keefe's son was paid a salary of $66,226 with employee benefits of $5,443. Salary and benefits paid to Dr. Keefe's son are in line with the salary structure for similarly employed persons at the Hospital and do not represent higher than market rate compensation due to his familial relationship with Dr. Keefe. | 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 2 | Certain officers and directors of Holyoke Medical Center, Inc. are employed by a related tax-exempt organization which has common officers and/or directors. By virtue of this arrangement, certain individuals listed in Form 990, Part VII have a business relationship with one another. |
| Form 990, Part VI, Section A, line 6 | The sole member of Holyoke Medical Center is Valley Health Systems, Inc. |
| Form 990, Part VI, Section A, line 7a | Valley Health Systems, Inc. elects the members of the governing body of Holyoke Medical Center, Inc. Valley Health Systems, Inc. also has the power to remove any member of the governing body, with or without cause, at any time by giving written notice to such governing body member. |
| Form 990, Part VI, Section A, line 7b | Significant decisions of the governing body of Holyoke Medical Center, Inc. are subject to the approval of Valley Health Systems, Inc. as specified in the Organization's bylaws. |
| Form 990, Part VI, Section B, line 11b | A copy of the Hospital's Form 990 was provided to each voting member of the governing body prior to its filing with the Internal Revenue Service. The Form 990 was prepared with the assistance of an independent public accounting firm and thoroughly reviewed by the Senior Vice President of Finance and CFO and key financial staff of the Hospital prior to distibuting it to the governing body for review. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy of Holyoke Medical Center, Inc. (HMC) is monitored and enforced as part of the Valley Health Systems, Inc. System and is reviewed annually by the System's conflict of interest committee. HMC board members, officers, and key employees complete and sign a conflict of interest questionnaire annually. All signed questionnaires are then submitted to HMC and to Valley Health Systems, Inc. (parent) for review and monitoring. |
| Form 990, Part VI, Section B, line 15 | The compensation committee of the Valley Health System, Inc. utilizes a market compensation survey to recommend to the Board the approval of its determination of the appropriate compensation of the Chief Executive Officer. During that process, the Committee also reviews the compensation levels of other senior management and key employees of the System. These individuals are not members of the compensation committee and do not participate in this process. The CEO, as a member of the Board of VHS, does not participate in the approval process of that officer's compensation. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements of Valley Health Systems and Affiliates, which includes supplemental information of the filing entity, are available to the public upon request at the Organization's administrative office at 575 Beech Street, Holyoke, MA. |
| Form 990, Part VII: | Karen M. Ferroni, MD, and Marc Zerbe, MD are listed on Form 990, Part VII as voting members of the Hospital's board of directors. In accordance with IRS instructions, each has reportable compensation and benefit information disclosed on Part VII. However, each are licensed, full-time physician employees of the Hospital or one of its affiliates and their compensation and benefits represents remuneration in their capacity as such. No part of their reportable compensation or benefits is paid in their capacity as board members of the Hospital. James M. Keefe is listed on Form 990, Part VII as a former key employee of the Hospital but was still a current employee of the Hospital in the same or similar capacity as in prior years until June 19, 2017. Due to IRS reporting requirements, he did not qualify as a key employee in the current year. In accordance with IRS instructions, he has been listed as a former key employee. During the fiscal year, the Medical Center's CFO and Treasurer, Paul M. Silva, resigned his position within the affiliated hospital system. Michael J. Koziol became CFO in April of 2017. Accordingly, both Mr. Silva and Mr. Koziol are listed in Part VII. IRS instructions stipulate that compensation information is to be reported on Form 990, Part VII and Schedule J, Part II on a calendar year basis. As the Medical Center's current fiscal year (September 30, 2017) being covered by this Form 990 filing is for tax year 2016, no compensation information is being reported for Mr. Koziol as he did not begin his tenure with the organization until 2017. Salary and benefit information will be reported for Mr. Koziol on the Medical Center's next Form 990 which will be for fiscal year ending September 30, 2018 (tax year 2017). |
| Form 990, Part IX, Column D: | All philanthropic and solicitation activity is carried out by Holyoke Medical Center affiliates. Therefore, no expenses have been allocated as fundraising expenses on Form 990, Part IX. |
| Form 990, Part XI, line 9: | Equity Transfer to Affiliates -3,280,397. Equity Transfer from Affiliates 48,952. Change in Beneficial Interest - VHS 730,090. Pension Related Charges 3,238,161. |
| Form 990, Part XII, Line 2c: | The audit process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Community Health Foundation of Western Mass Inc | |||||||||||
| 113 Hampden Street | Holyoke | MA | 01040 | 222568962 | Raise & Invest Funds for Affiliates | MA | 501(c)(3) | Line 7 | Valley Health Systems Inc | 0 | |
| H-C Management Services Inc | |||||||||||
| 20 Hospital Drive | Holyoke | MA | 01040 | 222515981 | Supporting Organization | MA | 501(c)(3) | Line 12b, II | Valley Health Systems Inc | 0 | |
| Holyoke Visiting Nurse Association Inc | |||||||||||
| 113 Hampden Street | Holyoke | MA | 01040 | 042104310 | Home Health Care | MA | 501(c)(3) | Line 10 | Valley Health Systems Inc | 0 | |
| MassWest Services Inc | |||||||||||
| 575 Beech Street | Holyoke | MA | 01040 | 222515964 | Health Care | MA | 501(c)(3) | Line 12b, II | Valley Health Systems Inc | 0 | |
| River Valley Counseling Center Inc | |||||||||||
| 319 Beech Street | Holyoke | MA | 01040 | 042174657 | Outpatient Mental Health | MA | 501(c)(3) | Line 10 | Valley Health Systems Inc | 0 | |
| Valley Health Systems Inc | |||||||||||
| 20 Hospital Drive | Holyoke | MA | 01040 | 042103583 | Healthcare | MA | 501(c)(3) | Line 7 | 0 | N/A | |
| Western Mass Physician Associates Inc | |||||||||||
| 15 Hospital Drive | Holyoke | MA | 01040 | 043202198 | Medical Care Services | MA | 501(c)(3) | Line 3 | MassWest Services Inc | 0 | |
| William Skinner TUA-Holyoke Hospital Trust | |||||||||||
| PO Box 1802 | Providence | RI | 029011802 | 046035855 | Grantmaking | MA | 4797(a)(1) | PF | Valley Health Systems Inc | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |