HOLYOKE MEDICAL CENTER INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HOLYOKE MEDICAL CENTER INC (EIN 22-2520073)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-10
- IRS object ID
- 201602239349300005
- Schema version
- 2014v6.0
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-10T07:16:41-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | 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 | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222520073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyoke Medical Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLY | BusinessNameControlTxt |
| Phone | 4135342667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010402223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul M Silva | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 4135342667 | PhoneNum |
| Signature | 2016-08-04 | 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 | 2016-08-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | 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 | $130,410,321 | 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 | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1390 | TotalEmployeeCnt |
| Total Volunteers | 72 | TotalVolunteersCnt |
| Total Gross UBI | $2,327,372 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $74,332 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $763,167 | PYContributionsGrantsAmt |
| CY Contributions Grants | $772,717 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $125,026,193 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $126,744,771 | CYProgramServiceRevenueAmt |
| PY Investment Income | $260,089 | PYInvestmentIncomeAmt |
| CY Investment Income | $214,733 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,441,109 | PYOtherRevenueAmt |
| CY Other Revenue | $2,444,947 | CYOtherRevenueAmt |
| PY Total Revenue | $128,490,558 | PYTotalRevenueAmt |
| CY Total Revenue | $130,177,168 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $23,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $79,378,511 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $80,977,228 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,701,027 | PYOtherExpensesAmt |
| CY Other Expenses | $45,136,533 | CYOtherExpensesAmt |
| PY Total Expenses | $122,084,038 | PYTotalExpensesAmt |
| CY Total Expenses | $126,136,761 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,406,520 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,040,407 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,985,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $67,874,221 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,011,284 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,680,053 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,974,069 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$13,805,832 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To serve the health needs of the community in a high quality and efficient manner. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $101,404,665 | ExpenseAmt |
| Grant | $23,000 | GrantAmt |
| Revenue | $126,744,771 | 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 2015, HMC provided 23,913 patient days of inpatient services with 5,728 discharges. Outpatient healthcare services included a full array of diagnostic, therapeutic, and behavioral health services. During FY 2015, HMC had 248,254 outpatient visits. Emergency services were provided by a 24-hour emergency department. During FY 2015, HMC had 41,446 emergency department visits. | Desc |
| Total Program Service Expenses | $101,404,665 | 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 | 0 | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 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 | 193 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1390 | 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 | 12 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul M Silva | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4135342667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010402223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|
| Peter Connor | |||||||||
| Director | 0.50 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Shannon Gurek | |||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Kathleen Hankel | |||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| Priscilla Mandrachia | |||||||||
| Director | 0.50 | 1.50 | 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 | |||
| Robert Byrne MD | |||||||||
| Director/Pres. Medical Staff | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Karen Ferroni MD | |||||||||
| Director/Medical Director | 50.00 | 0.00 | Yes (X) | $281,719 | $0 | $17,301 | |||
| Theodore Mlapah MD | |||||||||
| Director/VP, Medical Staff | 50.00 | 0.00 | Yes (X) | $446,840 | $0 | $19,158 | |||
| Idelia Smith | |||||||||
| Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Mark Joyce | |||||||||
| Vice Chair | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Spiridon E Hatiras | |||||||||
| President & CEO, Clerk | 40.00 | 6.50 | Yes (X) | $0 | $567,796 | $18,499 | Yes (X) | ||
| Paul M Silva | |||||||||
| Treasurer & CFO | 40.00 | 6.50 | $258,018 | $0 | $18,093 | Yes (X) | |||
| Noah J Epstein MD | |||||||||
| Orthopedic Surgeon | 50.00 | 0.00 | $629,837 | $0 | $18,735 | Yes (X) | |||
| Nirav Sheth MD | |||||||||
| Cardiologist | 50.00 | 0.00 | $515,366 | $0 | $18,871 | Yes (X) | |||
| Anthony L Rhodes MD | |||||||||
| Orthopedic Surgeon | 50.00 | 0.00 | $497,343 | $0 | $17,192 | Yes (X) | |||
| Khaled A Instrum MD | |||||||||
| Orthopedic Surgeon | 50.00 | 0.00 | $468,142 | $0 | $18,268 | Yes (X) | |||
| Mary E Norris MD | |||||||||
| Gastroenterologist | 50.00 | 0.00 | $465,450 | $0 | $13,221 | Yes (X) | |||
| Antonio Correia | |||||||||
| Former Treasurer | 22.00 | 8.00 | $0 | $164,937 | $17,301 | Yes (X) | |||
| James M Keefe | |||||||||
| Former Key Employee | 50.00 | 0.00 | $222,764 | $0 | $17,929 | Yes (X) | |||
| Clark A Fenn | |||||||||
| Former Key Employee | 50.00 | 0.00 | $226,543 | $0 | $18,022 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,012,022 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $732,733 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $212,590 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 93 | 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 |
|---|---|---|---|---|---|
| H-C Management Services Inc | |||||
| 20 Hospital Drive | Holyoke | MA | 01040 | Management Services | $1,366,302 |
| Quest Diagnostics Nichols Institute | |||||
| 14225 Newbrook Drive | Chantilly | VA | 201512228 | Laboratory Services | $722,966 |
| Medical Information Technology Inc | |||||
| Meditech Circle | Westwood | MA | 02090 | Medical Software Support | $562,878 |
| PST Services Inc | |||||
| 5995 Windward Parkway | Alpharetta | GA | 300054184 | Billing Services | $559,809 |
| A&P Coat Apron & Linen Supply | |||||
| 161 South Macquesten Parkway | Mount Vernon | NY | 10550 | Laundry Services | $537,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 35 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $273,995 | GovernmentGrantsAmt |
| All Other Contributions | $498,722 | AllOtherContributionsAmt |
| Total Contributions | $772,717 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Patient Service Revenue | 621110 | $115,896,262 | $115,896,262 |
| Miscellaneous Revenue | 621110 | $9,591,209 | $9,591,209 |
| Affiliate Rent | 531110 | $661,872 | $661,872 |
| Meaningful Use Revenue | 621110 | $474,621 | $474,621 |
| Food Services/Coffee Shop | 561000 | $120,807 | $120,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $126,744,771 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,733 | TotalRevenueColumnAmt |
| Exclusion | $214,733 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $371,693 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $233,153 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $138,540 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,540 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $20,965 | UnrelatedBusinessRevenueAmt |
| Exclusion | $117,575 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non-Patient Lab Revenue | Desc |
| Business | 621500 | BusinessCd |
| Total Revenue Column | $2,306,407 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,306,407 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,306,407 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,177,168 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $126,744,771 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,327,372 | UnrelatedBusinessRevenueAmt |
| Exclusion | $332,308 | 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 | $23,000 | TotalAmt |
| Program Services | $23,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,041,129 | TotalAmt |
| Program Services | $887,215 | ProgramServicesAmt |
| Management And General | $153,914 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,572,531 | TotalAmt |
| Program Services | $56,752,191 | ProgramServicesAmt |
| Management And General | $9,820,340 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,536 | TotalAmt |
| Program Services | $237,436 | ProgramServicesAmt |
| Management And General | $43,100 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,267,370 | TotalAmt |
| Program Services | $6,997,213 | ProgramServicesAmt |
| Management And General | $1,270,157 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,815,662 | TotalAmt |
| Program Services | $4,075,808 | ProgramServicesAmt |
| Management And General | $739,854 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,412 | TotalAmt |
| Management And General | $1,366,412 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,500 | TotalAmt |
| Management And General | $143,500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,827 | TotalAmt |
| Management And General | $80,827 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,987 | TotalAmt |
| Management And General | $87,987 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,275,889 | TotalAmt |
| Program Services | $6,257,862 | ProgramServicesAmt |
| Management And General | $4,018,027 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,172 | TotalAmt |
| Program Services | $17,271 | ProgramServicesAmt |
| Management And General | $319,901 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,622,608 | TotalAmt |
| Program Services | $2,763,974 | ProgramServicesAmt |
| Management And General | $1,858,634 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,088,725 | TotalAmt |
| Program Services | $1,000,849 | ProgramServicesAmt |
| Management And General | $1,087,876 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,044,480 | TotalAmt |
| Program Services | $1,783,370 | ProgramServicesAmt |
| Management And General | $261,110 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,371 | TotalAmt |
| Program Services | $37,689 | ProgramServicesAmt |
| Management And General | $22,682 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,389 | TotalAmt |
| Management And General | $251,389 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,964,097 | TotalAmt |
| Program Services | $2,113,450 | ProgramServicesAmt |
| Management And General | $1,850,647 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,984,948 | TotalAmt |
| Program Services | $1,088,685 | ProgramServicesAmt |
| Management And General | $896,263 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $12,333,185 | $12,314,867 | $18,318 |
| Bad Debt Expense | $3,316,768 | $3,316,768 | |
| Laboratory Tests | $1,088,259 | $1,088,259 | |
| Billing & Collection Fe | $248,252 | $248,252 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $841,664 | TotalAmt |
| Program Services | $648,758 | ProgramServicesAmt |
| Management And General | $192,906 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,136,761 | TotalAmt |
| Program Services | $101,404,665 | ProgramServicesAmt |
| Management And General | $24,732,096 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,640 | BOYAmt |
| EOY | $409,376 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,805,455 | BOYAmt |
| EOY | $6,057,161 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,780,591 | BOYAmt |
| EOY | $21,421,346 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $762,064 | BOYAmt |
| EOY | $814,183 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,044 | BOYAmt |
| EOY | $812,451 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $137,191,438 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $107,418,336 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,749,081 | BOYAmt |
| EOY | $29,773,102 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,858,895 | BOYAmt |
| EOY | $2,859,164 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,187,879 | BOYAmt |
| EOY | $3,814,362 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,389 | BOYAmt |
| EOY | $51,563 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,716,315 | BOYAmt |
| EOY | $1,861,513 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,985,353 | BOYAmt |
| EOY | $67,874,221 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,240,157 | BOYAmt |
| EOY | $22,405,203 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,034,468 | BOYAmt |
| EOY | $5,705,016 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,736,659 | BOYAmt |
| EOY | $53,569,834 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,011,284 | BOYAmt |
| EOY | $81,680,053 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$833,964 | BOYAmt |
| EOY | -$18,496,443 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,400,148 | BOYAmt |
| EOY | $2,445,848 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,407,885 | BOYAmt |
| EOY | $2,244,763 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,974,069 | BOYAmt |
| EOY | -$13,805,832 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,985,353 | BOYAmt |
| EOY | $67,874,221 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,040,407 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$129,074 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$21,691,234 | 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 | $87,987 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $87,987 | 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 $60,000 by the Hospital related to lobbying activities for the System. Murphy Donoghue Partners was paid a total of $7,000 by the Hospital related to lobbying activities for the System. The Hospital was also a member of the American Hospital Association and the Massachusetts Hospital Association during the fiscal year. A portion of the dues paid to the Massachusetts Hospital Association 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 $20,987. The Hospital did not pay any dues to the American Hospital Association in FY 2015. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,105,474 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $209,881 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $300 | AdministrativeExpensesAmt |
| End Year Balance | $1,315,055 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,154,521 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$18,890 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $29,827 | OtherExpendituresAmt |
| Administrative Expenses | $330 | AdministrativeExpensesAmt |
| End Year Balance | $1,105,474 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.66910 | 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 | $2,772,196 | OtherCostOrOtherBasisAmt |
| Book Value | $2,772,196 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,798,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,624,153 | DepreciationAmt |
| Book Value | $17,174,212 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,534,839 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,440,717 | DepreciationAmt |
| Book Value | $8,094,122 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,086,038 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,353,466 | DepreciationAmt |
| Book Value | $1,732,572 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,773,102 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Beneficial Interest - VHS | Desc |
| Book Value | $3,814,362 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $3,814,362 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Pension Cost | $53,393,613 |
| Asset Retirement Obligation | $176,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $53,569,834 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $110,290,013 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$129,074 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $233,153 | OtherRevenueAmt |
| Revenue Not Reported | $104,079 | RevenueNotReportedAmt |
| Revenue Subtotal | $110,185,934 | RevenueSubtotalAmt |
| Other Revenues Not Included | $19,991,234 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $19,991,234 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $130,177,168 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $126,369,914 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $233,153 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $233,153 | ExpensesNotReportedAmt |
| Expenses Subtotal | $126,136,761 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $126,136,761 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 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 federal and state income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision has been made for income taxes within the financial statements. Tax-exempt organizations could be required to record an obligation for income taxes as a result of a tax position they have historically taken on various tax exposure items including unrelated business income or tax status. Under guidance issues by the Financial Accounting Standards Board (FASB), 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 that no uncertain tax provisions exist at September 30, 2015. The Medical Center's tax years from 2012 through 2015 are open and subject to inspection. |
| Part XI, Line 2d - Other Adjustments: | Rental Expenses 233,153. |
| Part XI, Line 4b - Other Adjustments: | Pension Related Charges 19,617,717. Change in Beneficial Interest - VHS 373,517. |
| Part XII, Line 2d - Other Adjustments: | Rental Expenses 233,153. |
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 |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| 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 | 4446 | PersonsServedCnt |
| Total Community Benefit Expns | $1,756,906 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $838,820 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $918,086 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00750 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 74939 | PersonsServedCnt |
| Total Community Benefit Expns | $36,399,154 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $33,289,607 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,109,547 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02530 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 79385 | PersonsServedCnt |
| Total Community Benefit Expns | $38,156,060 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $34,128,427 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,027,633 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03280 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 46 | ActivitiesOrProgramsCnt |
| Persons Served | 17758 | PersonsServedCnt |
| Total Community Benefit Expns | $875,543 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $875,543 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00710 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4 | ActivitiesOrProgramsCnt |
| Persons Served | 1179 | PersonsServedCnt |
| Total Community Benefit Expns | $51,112 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $51,112 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 4 | ActivitiesOrProgramsCnt |
| Persons Served | 980 | PersonsServedCnt |
| Total Community Benefit Expns | $10,418,927 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $8,584,075 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,834,852 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01490 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $1,643,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,643,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01340 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 55 | ActivitiesOrProgramsCnt |
| Persons Served | 19917 | PersonsServedCnt |
| Total Community Benefit Expns | $12,988,582 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $8,584,075 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,404,507 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03580 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 55 | ActivitiesOrProgramsCnt |
| Persons Served | 99302 | PersonsServedCnt |
| Total Community Benefit Expns | $51,144,642 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $42,712,502 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,432,140 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06860 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 13 | ActivitiesOrProgramsCnt |
| Persons Served | 3400 | PersonsServedCnt |
| Total Community Benefit Expns | $105,215 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $105,215 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00090 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 5 | ActivitiesOrProgramsCnt |
| Persons Served | 456 | PersonsServedCnt |
| Total Community Benefit Expns | $5,198 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,198 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 2 | ActivitiesOrProgramsCnt |
| Persons Served | 222 | PersonsServedCnt |
| Total Community Benefit Expns | $8,044 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $8,044 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 1 | ActivitiesOrProgramsCnt |
| Persons Served | 82 | PersonsServedCnt |
| Total Community Benefit Expns | $38,174 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $38,174 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 21 | ActivitiesOrProgramsCnt |
| Persons Served | 4160 | PersonsServedCnt |
| Total Community Benefit Expns | $156,631 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $156,631 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00130 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $1,535,664 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $34,525,057 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $29,593,156 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $4,931,901 | 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 |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 12 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | see Part V, Section C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 13 | 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 | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| 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 VI, Section C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part VI, Section C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Medicare Rates | Yes (X) | MedicareRatesInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Holyoke Medical Center, Inc. | Part V, Section B, Line 5: Verite Healthcare Consulting met with community stakeholders, including 11 public health officials and experts; 16 individuals affiliated with Health Departments or Agencies; and various other community leaders and HMC-affiliated clinicians, administrators, and staff during a series of interviews and "listening sessions" to review and respond to preliminary findings.Additionally, HMC collaborated with organizations that participated in a "Design Team" established to develop the CHNA. Representatives from community organizations, regional government, and public health departments particiated in this Team.Finally, a community survey was conducted as a major element of the CHNA, garnering responses from 1,083 community members. Survey results were post-stratified to accurately reflect the community's demographics. Responses were also assessed by race, insurance status, and education status. |
| Holyoke Medical Center, Inc. | Part V, Section B, Line 6a: Holyoke Medical Center, Inc. is a member of the Coalition of Western Massachusetts Hospitals, which also includes Baystate Medical Center, Baystate Mary Lane Hospital, Baystate Franklin Medical Center, Mercy Medical Center, Cooley Dickinson Hospital, and Wing Memorial Hospital. The Coalition hospitals collaborated in preparing their CHNAs. However, each Coalition hospital conducted their own separate CHNA. |
| 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 covered by this filing.Holyoke Medical Center, Inc. prioritized services based on resources and duplication of services from other community organizations. The following needs identified in HMC's most recently conducted community health needs assessment that have not been addressed and the reasons why are: 1. Dental health - lack of access to dental care: this service is being provided by the Holyoke Health Center; 2. Health behaviors - high rates of alcohol and drug use/high rates of unsafe sex, teen pregnancy, and chlamydia: these needs are being met by HMC's sister organization, River Valley Counseling Center, Inc.; 3. Maternal and child health - prevalent infant health risk factors: HMC has not discovered an avenue to capture pre-natal patients at this time; 4. Maternal and child health - pediatric disability: HMC does not offer in-house pediatric services; 5. Physical environment - poor community safety/poor built environment and environmental quality: these issues are already addressed by the Holyoke Safe Neighborhoods Initiative; 6. Social and economic factors - basic needs insecurity: financial hardship, housing, and food access: many of these issues are already addressed by the South Holyoke Safe Neighborhoods Initiative.7. Access to Care - Health system complexity along with regulatory and administrative burdens result in frustration for both patients and providers. Cost and an undersupply of healthcare providers in the HMC community are resulting in barriers to accessing primary care, mental health services, and dental care. The community has a variety of resources working to address access barriers. There are 15 Federally Qualified Health Centers (FQHC) and FQHC site partners located in the community. All serve medically underserved areas and populations.8. Morbidity and Mortality - The community experiences comparatively high rates of chronic disease and disease related mortality, including cancer, stroke, diseases of the circulatory system, and chronic liver disease. Racial and ethnic disparities for a variety of morbidity and mortality indicators are evident, particularly in Hampden County. Poor mental and dental health affects many in the community, particularly low-income residents, homeless residents, and children. The community also exhibits comparatively high suicide rates, particularly within the White population. Asthma and air quality are community health issues. Asthma is more prevalent in Hampden County across all age groups with Holyoke having the highest prevalence of asthma in schoolchildren.9. Mental Health - Lack of access to mental health services and poor mental health status. The Massachusetts Department of Mental Health (DMH) developed the State Mental Health Plan 2012-2014 as part of its application for a Mental Health Block Grant from the Center for Mental Health Services and the Substance Abuse and Mental Health Services Administration. Please see the attached Implementation Plan for details on how the Hospital is addressing the significant needs identified in its most recently conducted CHNA covered by this filing. |
| Holyoke Medical Center, Inc. | Part V, Section B, Line 16i: The Hospital has had a section on their website related to financial assistance for some time; however, the Hospital did not have an official Plain Language Summary during the fiscal year covered by this return. The Hospital did have a financial assistance policy 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). While the Hospital did not have a formal plain language summary, we believe that we made a reasonable and good faith effort to provide such a document because the back of each patient statement is a plain language summary of our policy. The Hospital is diligently reviewing all policies and compliance matters to ensure it will be in complete compliance with question 501(r) as addressed with Schedule H, Part V, Lines 16a through 16i by 9/30/16 including posting the updated full policy, application, and plain language summary on the organization's website at www.holyokehealth.com/Patient_Default.aspxThis is consistent with the guidance that the final regulations under section 501(r) apply to a hospital facility's taxable years beginning after December 29, 2015. |
| Holyoke Medical Center, Inc. | Part V, Section B, Line 22d: It is the policy of Holyoke Medical Center to charge all patients with and without insurance its standard rates on file with the Commonwealth of Massachusetts Division of Heathcare and Policy. The amount ultimately collected will vary depending on the Federal or State financial assistance program for which the patient qualifies or under the terms of the contract negotiated with the patient's insurance company. The amount ultimately collected from patients without insurance is handled on a case-by-case basis. Effective July 1, 2012, Holyoke Medical Center implemented a hospital specific financial assistance program which provides a discount to qualified patients (patients that meet certain financial requirements and do not qualify for a Federal or State program) and provides a discount consistent with Medicare. |
| Schedule H, Part V, Section B, line 7a & 10a: | The CHNA is available at the Hospital facility's website: https://www.holyokehealth.com/uploadedFiles/Content/Holyoke%20Medical%20Center%20CHNA%205%2022%2013%20Final.pdf Implementation Strategy:https://www.holyokehealth.com/uploadedFiles/Holyoke%20Implementation%20Strategy%20-%20Final.pdf |
| Schedule H, Part V, Section B, Line 16a & 16b: | The Hospital's Financial Assistance Policy (Benevolence Program) and Financial Assistance Applications can be found at: Policy:https://www.holyokehealth.com/pdf/2015%20C_C%20Policy%20final-no%20attachments.pdf Application:https://www.holyokehealth.com/pdf/Holyoke_Medical_Center_Financial_Assistance_Application_2016.pdf |
| Part V, Section B, Line 16 | Financial Assistance Policy Website Availability |
| Holyoke Medical Center, Inc. Part V, Section B, line 16a website: | See Part VI, Section C |
| Holyoke Medical Center, Inc. Part V, Section B, line 16b website: | See Part VI, Section C |
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 $ 3,316,768. |
| 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 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 400% 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 200% and 400% 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. conducts a needs assessment of the communities it serves in conjunction with numerous community agencies. These include the United Way of Pioneer Valley, 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 2010 by the United Way of Pioneer Valley, 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. |
| 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: | While the geographic boundary includes cities and towns in Hampden and Hampshire counties, our organization focuses its resources on the eight cities and towns in our primary service area: Holyoke, Chicopee, South Hadley, Granby, Easthampton, Belchertown, West Springfield, and Southampton, with a total population of about 185,000 people. Within this population are subsets of individuals with specific needs such as elderly, poor, and those who exhibit a health profile with higher-than-average morbidity.For example, statistics from the 2013 Massachusetts Department of Public Health Massachusetts Community Health Information Profile show that for the city of Holyoke, where the majority of our patients reside, indicate that:- per capita income is 61% of the state average;- Adults over 65-years-old are 103% of the state average;- AFDC Medicaid recipients are 383% of the state average;- Hispanic persons are 504% of the state average;- Births to adolescent mothers are 394% of the state average;- Asthma is 262% of the state average;- Gonorrhea is 173% of the state average;- Chlamydia is 378% of the state average;- AIDS/HIV-related deaths are 278% of the state average;- Cardiovascular disease deaths are 124% of the state average;- Alcohol and other drug related hospital discharge rate is 273% of the state average.Prioritizing the needs is an ongoing process and is dependent upon a multitude of factors such as the Mission of the organization, the scope and depth of the specific need, and available resources. As the sole acute care provider in this area, we attempt to include the needs of all residents in our decisions, without regard to demographic or health status. |
| Part VI, Line 5: | The impact of Holyoke Medical Center, Inc.'s 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 was:- 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, Inc. (HMC) is an affiliate of Valley Health Systems, Inc. (VHS). The mission of VHS is to enhance the delivery of broadly diverse, high-quality and coordinated healthcare services and products to consumers in a fiscally-sound, efficient and effective manner. To this end, VHS maintains a network of systems, facilities, services, and products that provide compassionate care consistent with its philanthropic purposes. This will be achieved in an environment of growth, dignity, and respect for its employees.VHS is a tax-exempt organization which, through its affiliated organizations, operates a healthcare delivery system in the greater Holyoke/Chicopee area. The services provided by the system include:- Acute inpatient and outpatient services- Inpatient and Outpatient psychiatric services- Home health services- Occupational health services- Primary care services- Hospice services |
| 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 | $8,500 | CashGrantAmt |
| Purpose Of Grant | St. Patrick's Committee of Holyoke Sponsorship | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
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 (12 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 | $281,719 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,301 | $0 | $299,020 | $0 | $0 | $0 |
| Theodore Mlapah MD | ||||||||||||||
| Director/VP, Medical Staff | $446,840 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,158 | $0 | $465,998 | $0 | $0 | $0 |
| Spiridon E Hatiras | ||||||||||||||
| President & CEO, Clerk | $0 | $567,796 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,499 | $0 | $586,295 | $0 | $0 |
| Paul M Silva | ||||||||||||||
| Treasurer & CFO | $258,018 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,093 | $0 | $276,111 | $0 | $0 | $0 |
| Noah J Epstein MD | ||||||||||||||
| Orthopedic Surgeon | $629,837 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,735 | $0 | $648,572 | $0 | $0 | $0 |
| Nirav Sheth MD | ||||||||||||||
| Cardiologist | $515,366 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,871 | $0 | $534,237 | $0 | $0 | $0 |
| Anthony L Rhodes MD | ||||||||||||||
| Orthopedic Surgeon | $497,343 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,192 | $0 | $514,535 | $0 | $0 | $0 |
| Khaled A Instrum MD | ||||||||||||||
| Orthopedic Surgeon | $468,142 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,268 | $0 | $486,410 | $0 | $0 | $0 |
| Mary E Norris MD | ||||||||||||||
| Gastroenterologist | $465,450 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $13,221 | $0 | $478,671 | $0 | $0 | $0 |
| Antonio Correia | ||||||||||||||
| Former Treasurer | $0 | $164,937 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,301 | $0 | $182,238 | $0 | $0 |
| James M Keefe | ||||||||||||||
| Former Key Employee | $222,764 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,929 | $0 | $240,693 | $0 | $0 | $0 |
| Clark A Fenn | ||||||||||||||
| Former Key Employee | $226,543 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $18,022 | $0 | $244,565 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 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 | Clark A. Fenn, a former key employee of the Hospital received severance payments during the fiscal year ending 9/30/15 of $114,577. This amount will be reported on the Hospital's 9/30/16 Form 990, Part VII and Schedule J, Part II, Column B(iii). |
| Schedule J, Part I, Line 4a: | Clark A. Fenn and James M. Keefe are individuals listed as former key employees of the Hospital. James M. Keefe is still a current employee of the Hospital in the same or similar capacity as in prior years. Additionally, Clark A. Fenn continued to serve in a similar capacity as in prior years until his departure from the Hospital this fiscal year. However, due to IRS reporting thresholds, they no longer qualify as current key employees. In accordance with IRS instructions, they have been listed as former key employees. |
| Schedule J, Part II: | Antonio Correia, though no longer an officer of the filing organization, remains employed by the H-C Management Services, Inc. as Chief Strategy Officer. Compensation and hours reflected on Form 990, Part VII and Schedule J, Part II is for his services as Chief Strategy Officer and does not reflect compensation in his capacity as a former officer of the organization. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick J Keefe | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member Salary | RelationshipDescriptionTxt |
| Transaction | $62,025 | TransactionAmt |
| Transaction | Patrick J. Keefe, the son of Holyoke Medical Center, Inc. key employee, James M. Keefe, received compensation as an employee (registered nurse) of Holyoke Medical Center, Inc. | 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 11 | 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 office'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: | Antonio Correia, though no longer an officer of the filing organization, remains employed by the H-C Management Services, Inc. as Chief Strategy Officer. Compensation and hours reflected on Form 990, Part VII is for his services as Chief Strategy Officer and does not reflect compensation in his capacity as a former officer of the organization. Karen M. Ferroni, MD and Theodore K. Mlapah, 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 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. Clark A. Fenn and James M. Keefe are individuals listed as former key employees of the Hospital. James M. Keefe is still a current employee of the Hospital in the same or similar capacity as in prior years. Additionally, Clark A. Fenn continued to serve in a similar capacity as in prior years until his departure from the Hospital this fiscal year. However, due to IRS reporting thresholds, they no longer qualify as current key employees. In accordance with IRS instructions, they have been listed as former key employees. |
| Form 990, Part IX, Column D: | All philanthropic 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 -1,700,000. Change in Beneficial Interest - VHS -373,517. Pension Related Charges -19,617,717. |
| 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 | Management Services | MA | 501(c)(3) | Line 11b, 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 9 | Valley Health Systems Inc | 0 | |
| MassWest Services Inc | |||||||||||
| 575 Beech Street | Holyoke | MA | 01040 | 222515964 | Health Care | MA | 501(c)(3) | Line 11b, 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 9 | 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 |