2026-08-12T02:01:03-05:00 2025-09-30 861065772 DELOITTE TAX LLP 2 JERICHO PLAZA JERICHO NY 11753 990 2024-10-01 042790311 BAYSTATE MEDICAL CENTER INC BAYS 4137940000 759 CHESTNUT STREET SPRINGFIELD MA 01199 LAURIE MARTIN CFO & TREASURER 4137940000 2026-08-11 1 0 KRISTIN RUFFINI P00741491 5169187000 2024 2025-03-06 01:10:19Z LAURIE MARTIN 759 CHESTNUT STREET SPRINGFIELD MA 01199 2042366539 0 X WWW.BAYSTATEHEALTH.ORG X 1983 MA THE MISSION OF THE ORGANIZATION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES EVERY DAY, WITH QUALITY AND COMPASSION. 21 16 11531 375 21003275 0 18957706 21336497 1686330216 1774812229 16948656 11613857 92830445 92968437 1815067023 1900731020 8887935 3194887 0 0 729667769 716873622 0 0 0 1032991075 1065059435 1771546779 1785127944 43520244 115603076 1668673390 1721212345 728412406 700315211 940260984 1020897134 X THE MISSION OF THE ORGANIZATION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES EVERY DAY, WITH QUALITY AND COMPASSION. 0 0 868241989 3194887 838520633 INPATIENT HEALTHCARE SERVICES - PROVIDING INPATIENT COMMUNITY-BASED MEDICINE AND TERTIARY CARE TO THE SURROUNDING REGION. SERVICES ARE AVAILABLE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. DURING FY25, BAYSTATE MEDICAL CENTER, INC. PROVIDED 243,416 PATIENT DAYS OF INPATIENT SERVICES, WITH 45,161 DISCHARGES. 558756330 563417120 OUTPATIENT HEALTHCARE SERVICES - PROVIDING OUTPATIENT CLINICAL SERVICES TO THE SURROUNDING REGION. SERVICES ARE AVAILABLE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. DURING FY25, BAYSTATE MEDICAL CENTER, INC. HAD 343,639 OUTPATIENT VISITS. 67502360 57050691 EMERGENCY DEPARTMENT SERVICES - PROVIDING EMERGENCY DEPARTMENT SERVICES TO THE SURROUNDING REGION. SERVICES ARE AVAILABLE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. DURING FY25, BAYSTATE MEDICAL CENTER, INC. HAD 116,938 EMERGENCY DEPARTMENT VISITS. 168270001 380872195 PROVIDING PHARMACY AND SUPPORT SERVICES TO THE SURROUNDING REGION. SERVICES AVAILABLE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. 168270001 380872195 1662770680 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 1 332 0 1 11531 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 16 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 1 MA X LAURIE MARTIN 4137940000 759 CHESTNUT STREET SPRINGFIELD MA 01199 X PETER D BANKO TRUSTEE/PRESIDENT & CEO - BH 1.00 49.00 X X 0 1514715 233002 NICOLAS JABBOUR MD TRUSTEE/CHAIR DEPT. OF SURGERY 1.00 5.00 X 1055742 0 61744 WAYNE DUKE MD TTEE (THRU 12/31/24)/ASSOCIATE PATHOLOGIST 50.00 0.00 X 560717 0 54573 STUART ANFANG MD TTEE (AS OF 1/1/25)/CHIEF ADULT PSYCHIATRY 50.00 0.00 X 321908 0 49902 AKINYELE K LOVELACE DO VICE CHAIR (AS OF 1/1/25)/TTEE/PER DIEM INTERNIST 1.00 6.00 X 92520 0 1388 SARA ROURKE MD TTEE/PER DIEM URGENT CARE PHYSICIAN 1.00 5.00 X 31125 0 467 COLLEEN W HOLMES VICE CHAIR (TO 1/1/25)/CHAIR (AS OF 1/1/25)/TRUSTEE 1.00 7.00 X X 0 0 0 ANTONIO E DOS SANTOS TRUSTEE 1.00 5.00 X 0 0 0 CLAUDIA R COPLEIN DO TRUSTEE 1.00 5.00 X 0 0 0 DENISE R JORDAN TRUSTEE 1.00 5.00 X 0 0 0 HARRIET A DEVERRY TRUSTEE 1.00 7.00 X 0 0 0 IRENE RODRIGUEZ-MARTIN TRUSTEE 1.00 5.00 X 0 0 0 JULIE QUINK TRUSTEE 1.00 5.00 X 0 0 0 KEITH NESBITT TRUSTEE (AS OF 1/1/25) 1.00 5.00 X 0 0 0 LINDA THOMPSON TRUSTEE 1.00 5.00 X 0 0 0 MADELINE LANDRAU TRUSTEE 1.00 6.00 X 0 0 0 MARIA P GONCALVES TRUSTEE 1.00 6.00 X 0 0 0 MARK A O'CONNELL TRUSTEE 1.00 5.00 X 0 0 0 PAUL C PICKNELLY TRUSTEE 1.00 5.00 X 0 0 0 RICHARD BOSSIE TRUSTEE 1.00 5.00 X 0 0 0 ROBERT J BACON TRUSTEE (THRU 12/31/24) 1.00 5.00 X 0 0 0 RUTH H CONSTANTINE TRUSTEE 1.00 5.00 X 0 0 0 WILLIAM R WEBBER TRUSTEE 1.00 5.00 X 0 0 0 RAYMOND MCCARTHY SVP, CFO & TREAS BH (THRU 4/22/25) 10.00 40.00 X 0 1279577 56058 RONALD P BRYANT PRES AND COO - BMC (AS OF 10/1/24) 50.00 0.00 X 0 675791 57978 LAURIE MARTIN CFO & TREASURER - BH (AS OF 4/22/25) 10.00 40.00 X 0 387373 55232 KRISTIN R DELANEY CLERK/DIRECTOR STRATEGY 1.00 49.00 X 0 181047 28986 NANCY REMILLARD ASST. CLERK OF THE CORP 1.00 49.00 X 0 62538 14312 DOUGLAS SALVADOR MD SVP/CQO BH, CMO BMC (THRU 10/23/24) 40.00 10.00 X 0 819631 55245 JOANNE MILLER VP/CHIEF NURSING OFF. (THRU 9/12/25) 50.00 0.00 X 0 478461 36166 PETER LINDENAUER MD CHAIR, HEALTHCARE DELIVERY & POPULATION SCIENCE 50.00 0.00 X 470013 0 48162 PETER FRIEDMANN MD ASSOC DEAN CHIEF RES OFFICER (THRU 2/2/25) 50.00 0.00 X 475656 0 39808 JASMINE J PAADAM MD CIS PHYSICIAN LEADER 50.00 0.00 X 357435 0 21583 AARON J MICHELUCCI INTERIM SENIOR DIR. (THRU 5/16/25) 40.00 10.00 X 315779 0 53411 ADAM GARRETSON MD CIS PHYSICIAN LEADER 50.00 0.00 X 300174 0 43634 MARK A KEROACK MD FORMER TRUSTEE/PRESIDENT & CEO - BH 0.00 0.00 X 0 1554650 33050 SAMUEL SKURA FORMER PRESIDENT BMC, SVP 48.00 2.00 X 0 1134934 54739 3981069 8088717 999440 1375 1 1 1 BAYSTATE MEDICAL PRACTICES 759 CHESTNUT ST SPRINGFIELD MA 01199 MEDICAL, EDUCATIONAL & CLINICAL SERVICES 110446286 BAYSTATE ADMINISTRATIVE SERVICES 759 CHESTNUT ST SPRINGFIELD MA 01199 MANAGEMENT SERVICES 95121458 SHIELDS SPECIALTY PHARMACY 1200 HANCOCK ST QUINCY MA 02169 MANAGEMENT SERVICES 21773257 SHIFTWISE 1800 SW 1ST AVE SUITE 510 PORTLAND OR 97201 CONTRACT SERVICES 20586402 LABCORP OF AMERICA PO BOX 12140 BURLINGTON NC 91999 MANAGEMENT SERVICES 12255930 101 4192113 15628280 1516104 21336497 INPATIENT REVENUE 621990 1034179409 1034179409 OUTPATIENT REVENUE 621990 699044648 699044648 MCD WAIVER SAFETY NET 621990 16589287 16589287 SPONSORED PROGRAM REV. 621990 12838251 12838251 INTERCOMPANY REVENUE 621990 6217426 6217426 5943208 5943208 1774812229 15908678 15908678 123419 126251 -2832 -2832 -2832 125035000 12179447 129390089 12119179 -4355089 60268 -4294821 -4294821 PHARMACY SERVICE 621990 49519844 28536613 20983231 INTERCOMPANY CHARGES 621990 21775872 21775872 CAFETERIA INCOME 621990 6919454 6919454 14756099 14735925 20044 130 92971269 1900731020 1839860639 21003275 18530609 X 3194887 3194887 571272388 522821207 48451181 26278109 24049271 2228838 77528135 70952017 6576118 41794990 38250189 3544801 82091724 80097933 1993791 120387 120387 647236 647236 78632 78632 236249233 215312200 20937033 48502 47655 847 35127519 25652503 9475016 102601479 101613879 987600 24357087 15859517 8497570 366525 338394 28131 912742 822565 90177 15679671 15679671 65084893 47657878 17427015 7252287 5979396 1272891 MEDICAL SUPPLIES 494441518 494441518 1785127944 1662770680 122357264 0 106209407 128505418 312628943 349252305 38584007 34353458 5992282 11048675 1801351334 1168308407 679578563 633042927 318247324 365856020 148638564 144793286 1550827 1550816 57243473 52809440 1668673390 1721212345 180135786 177289652 4551620 3253377 467716905 455623292 58636361 48127553 17371734 16021337 728412406 700315211 X 921746939 1000754936 18514045 20142198 940260984 1020897134 1668673390 1721212345 X 115603076 39854424 -74821350 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 78632 78632 0 PART II-B, LINE 1: BAYSTATE MEDICAL CENTER, INC. PAYS MEMBERSHIP DUES TO THE MASSACHUSETTS HOSPITAL ASSOCIATION (MHA) $48,879 AND THE AMERICAN HOSPITAL ASSOCIATION (AHA) $29,753. THESE ORGANIZATIONS HAVE ADVISED US THAT PORTIONS OF THESE DUES ARE USED FOR LOBBYING PURPOSES FOR VARIOUS HEALTHCARE MATTERS AT THE STATE LEVEL. THE PORTION OF DUES LISTED AS LOBBYING EXPENSES FOR THE YEAR ENDING SEPTEMBER 30, 2025 IS $78,632. 15697770 15697770 976371050 485398674 490972376 3798327 3309256 489071 745096157 637086253 108009904 60388030 42514224 17873806 633042927 18769823 C SECURITIES OTHER 116865916 C SECURITIES REAL ESTATE 9157547 C 144793286 DUE TO AFFILIATED COMPANIES 66986 WMBH-LEASE GUARANTEE-L 7410557 PENSION LIABILITY 8543794 16021337 SCHEDULE D, PART V: CERTAIN ENDOWMENTS ARE HELD AT BAYSTATE HEALTH FOUNDATION, INC. (BHF), AN AFFILIATE, AND ARE REPORTED AS TEMPORARILY RESTRICTED AND PERMANENTLY RESTRICTED NET ASSETS. HOWEVER, PART V HAS NOT BEEN COMPLETED, AS IT IS BAYSTATE MEDICAL CENTER, INC. (EIN 04-2790311); THESE ENDOWMENTS HAVE ALREADY BEEN ADDRESSED ON BHF'S FORM 990 (EIN 04-3549011). 1 1 X 1 X 1 X 1 1 1 0 1 1 16022395 3279576 12742819 0.00710 385871843 335752716 50119127 0.02810 14885907 13290195 1595712 0.00090 416780145 352322487 64457658 0.03610 2327743 2327743 0.00130 76351463 28834325 47517138 0.02660 46556214 28065469 18490745 0.01040 31225626 20101310 11124316 0.00620 556505 556505 0.00030 157017551 77001104 80016447 0.04480 573797696 429323591 144474105 0.08090 89170 89170 0.00000 89170 89170 0.00000 1 10863673 632464 403254085 398565851 4688234 X 1 1 1 1 BAYSTATE MEDICAL CENTER INC 759 CHESTNUT STREET SPRINGFIELD MA 01199 2339 X X X X X X BAYSTATE MEDICAL CENTER INC 1 0 0 1 X X X X X X X X X 24 1 1 1 1 X WWW.BAYSTATEHEALTH.ORG/CHNA X WWW.PUBLICHEALTHWM.ORG X X 1 24 1 WWW.BAYSTATEHEALTH.ORG/CHNA 0 1 X 150.000000000000 300.000000000000 X X X 1 1 X X X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X X 1 X 0 X 1 X 0 0 BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 5: BAYSTATE HEALTH HOSPITALS, IN PARTNERSHIP WITH THE COALITION OF WESTERN MASSACHUSETTS HOSPITALS/INSURER, INCORPORATED EXTENSIVE COMMUNITY INPUT INTO THE DEVELOPMENT OF THE FY2025 COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS). COMMUNITY PERSPECTIVES DIRECTLY INFORMED THE IDENTIFICATION AND PRIORITIZATION OF REGIONAL HEALTH NEEDS, ENSURING THAT THE CHNA REFLECTS BOTH QUANTITATIVE DATA AND LIVED EXPERIENCE.INPUT WAS GATHERED AND ACTIVELY USED TO CONFIRM DATA FINDINGS, IDENTIFY EMERGING ISSUES, AND PRIORITIZE HEALTH NEEDS THROUGH SEVERAL STRUCTURED ENGAGEMENT STRATEGIES. THESE INCLUDED A REGIONAL ADVISORY COUNCIL (RAC), KEY INFORMANT INTERVIEWS, FOCUS GROUPS, COMMUNITY LISTENING SESSIONS, AND HOSPITAL-BASED COMMUNITY BENEFIT ADVISORY COUNCILS. FEEDBACK FROM THESE SOURCES WAS SYNTHESIZED AND APPLIED TO SHAPE FINAL PRIORITY AREAS AND INFORM IMPLEMENTATION PLANNING. THE HOSPITAL FACILITIES CONSULTED A BROAD AND REPRESENTATIVE GROUP OF INDIVIDUALS AND ORGANIZATIONS, INCLUDING: - LOCAL AND REGIONAL PUBLIC HEALTH OFFICIALS AND HEALTH DEPARTMENT LEADERS - REPRESENTATIVES FROM COMMUNITY-BASED AND ADVOCACY ORGANIZATIONS - MUNICIPAL AGENCY LEADERS - HEALTHCARE PROVIDERS AND ADMINISTRATORS - ORGANIZATIONS SERVING MEDICALLY UNDERSERVED, LOW-INCOME, AND POPULATIONS OF COLOR - COMMUNITY RESIDENTS, INCLUDING INDIVIDUALS WITH LIVED EXPERIENCE RELATED TO PRIORITY HEALTH ISSUESTHE RAC SERVED AS A CENTRAL FORUM FOR ENGAGEMENT, BRINGING TOGETHER REPRESENTATIVES FROM COALITION MEMBER HOSPITALS, THE LOCAL INSURERS, PUBLIC HEALTH EXPERTS, AND COMMUNITY STAKEHOLDERS TO REVIEW DATA, PROVIDE FEEDBACK, AND GUIDE PRIORITY SETTING.ADDITIONAL TARGETED INPUT WAS OBTAINED THROUGH KEY INFORMANT INTERVIEWS WITH HEALTHCARE LEADERS, PUBLIC HEALTH OFFICIALS, AND COMMUNITY-BASED ORGANIZATION REPRESENTATIVES, AS WELL AS FOCUS GROUPS WITH COMMUNITY MEMBERS, INCLUDING INDIVIDUALS FROM DIVERSE SOCIOECONOMIC AND RACIAL/ETHNIC BACKGROUNDS. THESE DISCUSSIONS EXPLORED KEY ISSUES SUCH AS MENTAL HEALTH, SUBSTANCE USE, FOOD INSECURITY, CAREGIVING CHALLENGES, AND OTHER SOCIAL DRIVERS OF HEALTH. PRIMARY DATA COLLECTION OCCURRED BETWEEN FEBRUARY AND MAY 2025 AND WAS COMPLEMENTED BY ANALYSIS OF SECONDARY DATA ON HEALTH OUTCOMES, DISPARITIES, AND SOCIAL DETERMINANTS OF HEALTH. COMMUNITY INPUT WAS SYSTEMATICALLY INTEGRATED WITH THIS DATA TO ENSURE THAT IDENTIFIED PRIORITIES REFLECT BOTH STATISTICAL TRENDS AND COMMUNITY-IDENTIFIED NEEDS.THROUGH THIS COMPREHENSIVE AND INCLUSIVE PROCESS, BAYSTATE HEALTH ENSURED THAT COMMUNITY VOICES WERE NOT ONLY HEARD BUT DIRECTLY INFLUENCED THE CHNA'S FINDINGS AND PRIORITY HEALTH AREAS. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 6A: BAYSTATE MEDICAL CENTER (SPRINGFIELD) CONDUCTED ITS 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN COLLABORATION WITH THE FOLLOWING REGIONAL HOSPITALS: BAYSTATE FRANKLIN MEDICAL CENTER (GREENFIELD), BAYSTATE NOBLE HOSPITAL (WESTFIELD), BAYSTATE WING HOSPITAL (PALMER), BERKSHIRE MEDICAL CENTER (PITTSFIELD), FAIRVIEW HOSPITAL (GREAT BARRINGTON), COOLEY DICKINSON HOSPITAL (NORTHAMPTON), HOLYOKE MEDICAL CENTER (HOLYOKE), AND MERCY MEDICAL CENTER (SPRINGFIELD). BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 6B: THE COALITION OF WESTERN MASSACHUSETTS HOSPITALS/INSURER ENGAGED THE PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS (PHIWM), BASED IN SPRINGFIELD, AS THE LEAD CONSULTANT TO CONDUCT THE CHNAS. PHIWM WAS SUPPORTED BY THREE REGIONAL PARTNERS: COMMUNITY HEALTH SOLUTIONS (NORTHAMPTON), THE FRANKLIN REGIONAL COUNCIL OF GOVERNMENTS (GREENFIELD), AND THE BERKSHIRE REGIONAL PLANNING COMMISSION (PITTSFIELD).THE COALITION ALSO INCLUDES HEALTH NEW ENGLAND, A LOCAL HEALTH INSURANCE COMPANY OWNED BY BAYSTATE HEALTH, WHOSE SERVICE AREA SPANS THE FOUR COUNTIES OF WESTERN MASSACHUSETTS AND WORCESTER COUNTY. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 7D: IN ADDITION TO POSTING CHNA REPORTS ON THE BAYSTATE HEALTH WEBSITE (WWW.BAYSTATEHEALTH.ORG/CHNA), THE HOSPITAL FACILITY MADE THE REPORTS WIDELY ACCESSIBLE THROUGH EMAIL DISTRIBUTION TO COMMUNITY PARTNERS AND LOCAL ORGANIZATIONS. HOSPITAL AND CONSULTANT STAFF ALSO SHARED KEY FINDINGS AT PUBLIC PRESENTATIONS, COMMUNITY MEETINGS, AND OTHER REGIONAL FORUMS, ENSURING BROAD AWARENESS AND UNDERSTANDING OF COMMUNITY HEALTH PRIORITIES. THE CHNA REPORTS FURTHER INFORMED COUNTYWIDE COMMUNITY HEALTH IMPROVEMENT PLANS IN FRANKLIN AND HAMPDEN COUNTIES AND THE QUABOAG HILLS REGION, SUPPORTING COMMUNITY-DRIVEN HEALTH INITIATIVES AND REGIONAL PLANNING EFFORTS. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 11: BAYSTATE MEDICAL CENTER'S MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS COMPLETED IN 2025 AND ADOPTED BY THE BAYSTATE HEALTH BOARD OF TRUSTEES ON SEPTEMBER 9, 2025. THE CHNA IDENTIFIED SIGNIFICANT COMMUNITY HEALTH NEEDS INCLUDING ACCESS TO BASIC NEEDS, BARRIERS TO HEALTHCARE ACCESS, MATERNAL HEALTH, MENTAL HEALTH AND SUBSTANCE USE DISORDERS, EDUCATIONAL ATTAINMENT, EMPLOYMENT AND INCOME, ENVIRONMENTAL EXPOSURES AND CLIMATE CRISIS, VIOLENCE AND TRAUMA, AND CHRONIC CONDITIONS AND OTHER HEALTH OUTCOMES. IN RESPONSE, BAYSTATE MEDICAL CENTER ADOPTED A STRATEGIC IMPLEMENTATION PLAN FOR 2026-2028 THAT FOCUSES ITS RESOURCES ON TWO PRIORITY FOCUS AREAS: FOOD SYSTEMS AND HEALTHY BEGINNINGS (MATERNAL, INFANT, AND EARLY CHILDHOOD HEALTH).THROUGH ITS FOOD SYSTEMS PRIORITY, THE HOSPITAL IS ADDRESSING THE CHNA NEED RELATED TO ACCESS TO BASIC NEEDS, PARTICULARLY EQUITABLE ACCESS TO NUTRITIOUS, AFFORDABLE, AND LOCALLY SOURCED FOOD. THE STRATEGIC IMPLEMENTATION PLAN IDENTIFIES A GOAL FOR THIS FOCUS AREA AND DESCRIBES PLANNED USE OF DATA SOURCES INCLUDING HEALTH NEW ENGLAND, BEHEALTHY PARTNERSHIP ACO, HEALTH-RELATED SOCIAL NEEDS SCREENINGS, THE FOOD BANK OF WESTERN MASSACHUSETTS, AND 413CARES. THE PLAN ALSO IDENTIFIES PLANNED PARTNERSHIPS WITH BAYSTATE COMMUNITY HEALTH CENTERS, COMMUNITY ACTION PIONEER VALLEY, FOOD BANK OF WESTERN MASSACHUSETTS, LOCAL FOOD PANTRIES AND FOOD POLICY COUNCILS, REVITALIZE CDC, SPRINGFIELD FOOD POLICY COUNCIL, AND UNITED WAY OF PIONEER VALLEY, AMONG OTHERS. PLANNED RESOURCES INCLUDE COLLABORATIVE RELATIONSHIPS WITH HOSPITALS, CLINICS, COMMUNITY ORGANIZATIONS, AND PRODUCERS, AND STRATEGIC INVESTMENTS AND COMMUNITY BENEFITS GRANTS TO SCALE EVIDENCE-BASED PROGRAMS AND INNOVATIVE SOLUTIONS.THROUGH ITS HEALTHY BEGINNINGS PRIORITY, THE HOSPITAL IS ADDRESSING MATERNAL HEALTH AND RELATED MATERNAL, INFANT, AND EARLY CHILDHOOD HEALTH NEEDS. THE STRATEGIC IMPLEMENTATION PLAN STATES THAT THIS FOCUS AREA IS INTENDED TO ENSURE FAMILIES HAVE EQUITABLE ACCESS TO HIGH-QUALITY CARE, SUPPORTIVE SERVICES, AND EVIDENCE-BASED PROGRAMS THAT PROMOTE HEALTHY BEGINNINGS FOR MOTHERS, INFANTS, AND YOUNG CHILDREN. THE PLAN FURTHER STATES THAT THE HOSPITAL WILL PURSUE THIS PRIORITY THROUGH DEFINED GOALS, OBJECTIVES, AND STRATEGIES OVER THE THREE-YEAR IMPLEMENTATION PERIOD, WITH ASSOCIATED PARTNERS, RESOURCES, AND EXPECTED OUTCOMES.IMPLEMENTATION AND MONITORING OF THE STRATEGIC IMPLEMENTATION PLAN WILL BE LED BY COMMUNITY BENEFITS AND COMMUNITY RELATIONS, IN COLLABORATION WITH MULTIDISCIPLINARY WORKGROUPS THAT INCLUDE STRATEGY AND QUALITY TEAMS, HEALTH NEW ENGLAND, AND OTHER SUBJECT MATTER EXPERTS. QUARTERLY UPDATES WILL BE PRESENTED TO THE BAYSTATE MEDICAL CENTER COMMUNITY BENEFITS ADVISORY COUNCIL AND THE BH HEALTH QUALITY AND EQUITY COMMITTEE, WITH ADDITIONAL UPDATES PROVIDED TO THE HOSPITAL'S GOVERNING BODY AND OTHER COMMITTEES AS REQUESTED. THE STRATEGIC IMPLEMENTATION PLAN WILL ALSO BE UPDATED ANNUALLY AND REFLECTED IN THE HOSPITAL'S ANNUAL COMMUNITY BENEFIT REPORTING.THE HOSPITAL DOES NOT INTEND TO FOCUS DIRECTLY IN THIS STRATEGIC IMPLEMENTATION PLAN ON BARRIERS TO HEALTHCARE ACCESS, MENTAL HEALTH, SUBSTANCE USE, HOUSING, EDUCATION, EMPLOYMENT/INCOME, ENVIRONMENTAL EXPOSURES, VIOLENCE/TRAUMA, AND CHRONIC CONDITIONS. THE PLAN EXPLAINS THAT NO HOSPITAL OR HEALTH SYSTEM CAN ADDRESS EVERY IDENTIFIED NEED AND THAT BAYSTATE MEDICAL CENTER IS THEREFORE FOCUSING ITS LIMITED RESOURCES AND EXPERTISE ON THE AREAS WHERE IT BELIEVES IT CAN HAVE THE GREATEST IMPACT; THE PLAN ALSO STATES THAT SOME IDENTIFIED ISSUES FALL OUTSIDE THE HOSPITAL'S PRIMARY SERVICES. BAYSTATE MEDICAL CENTER STATES THAT IT WILL CONTINUE SUPPORTING BROADER COMMUNITY-WIDE EFFORTS AND PARTNERSHIPS ADDRESSING HEALTH AND SOCIAL NEEDS. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 13B: ALL PATIENTS WITH ACCOUNT BALANCES (OTHER THAN BALANCES RESULTING FROM CO-PAYMENTS OR DEDUCTIBLES ON INSURED SERVICES) ARE ELIGIBLE TO RECEIVE A PROMPT PAY DISCOUNT OF 20% OF THE BALANCE FOR CLAIMS PAID IN FULL AT TIME OF SERVICE OR WITHIN 60 DAYS OF THE DATE OF THE INITIAL BILL. PATIENTS MUST REQUEST THE DISCOUNT. THE DISCOUNT CANNOT BE COMBINED WITH THE HOSPITAL SUPPLEMENTAL FINANCIAL ASSISTANCE PROGRAM. BAYSTATE MEDICAL CENTER OFFERS A CO-PAYMENT DISCOUNT PROGRAM FOR THE PATIENTS RECEIVING SERVICES IN THE EMERGENCY DEPARTMENT OF THE HOSPITAL. THIS DISCOUNT PROGRAM IS AVAILABLE TO ALL HOSPITAL EMERGENCY DEPARTMENT PATIENTS WITH CO-PAYMENT OBLIGATIONS UNDER PRIVATE OR GOVERNMENT HEALTH INSURANCE (UNLESS PROHIBITED BY LAW OR A BAYSTATE MEDICAL CENTER'S CONTRACT WITH A PRIVATE INSURER OR GOVERNMENT AUTHORITY). THESE PATIENTS MAY REDUCE THE OTHERWISE APPLICABLE EMERGENCY DEPARTMENT SERVICE CO-PAYMENT BY 10% IF THE PATIENT ELECTS TO PAY THE CO-PAYMENT AT THE CONCLUSION OF THE PATIENT'S EMERGENCY DEPARTMENT VISIT. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 15E: BAYSTATE MEDICAL CENTER (BMC) PROVIDES PATIENTS WITH INFORMATION ABOUT THE AVAILABILITY OF STATE PROGRAMS, HEALTH SAFETY NET, OR THE HOSPITAL SUPPLEMENTAL FINANCIAL ASSISTANCE PROGRAM WHICH MAY COVER ALL OR SOME OF THEIR UNPAID BMC BILLS AS WELL AS ABOUT BMC DISCOUNT PROGRAMS. FOR THOSE PATIENTS WHO REQUEST SUCH ASSISTANCE, THE HOSPITAL ASSISTS PATIENTS BY SCREENING THEM FOR ELIGIBILITY IN AVAILABLE STATE PROGRAMS AND ASSISTING THEM IN APPLYING FOR SUCH PROGRAMS. WHEN APPLICABLE, BMC MAY ALSO ASSIST PATIENTS IN APPLYING FOR COVERAGE OF SERVICES AS A MEDICAL HARDSHIP BASED ON THE PATIENT'S DOCUMENTED INCOME AND ALLOWABLE MEDICAL EXPENSES. BMC HAS CONTRACTED WITH THE EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES AND THE COMMONWEALTH HEALTH INSURANCE CONNECTOR AUTHORITY TO SERVE AS A CERTIFIED APPLICATION COUNSELOR ORGANIZATION. AS A CERTIFIED APPLICATION COUNSELOR (CAC), APPROPRIATE STAFF WILL INFORM A PATIENT OF THE FUNCTIONS AND RESPONSIBILITY OF A CAC, SEEK THAT THE PATIENT SIGN A CERTIFIED APPLICATION COUNSELOR DESIGNATION FORM, AND ASSIST THE PATIENT IN FINDING APPLICABLE FINANCIAL ASSISTANCE. BAYSTATE MEDICAL CENTER, INC. PART V, SECTION B, LINE 16J: PAPER COPIES OF OUR FINANCIAL ASSISTANCE POLICY (FAP) AND THE FAP APPLICATION, AND A FAP PLAIN LANGUAGE SUMMARY AS WELL AS THE BILLING AND COLLECTIONS POLICY ARE AVAILABLE UPON REQUEST, IN ENGLISH, SPANISH, AND RUSSIAN, AND FREE OF CHARGE IN THE HOSPITAL AND BY MAIL, AS WELL AS THE HOSPITAL FACILITIES WEBSITE BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING. A PLAIN LANGUAGE SUMMARY OF THE FAP IS OFFERED TO ALL PATIENTS AT ALL REGISTRATION SITES INCLUDING THE FULL SERVICE HEALTH CENTERS IN THE COMMUNITY - BAYSTATE BRIGHTWOOD HEALTH CENTER AND BAYSTATE MASON SQUARE NEIGHBORHOOD HEALTH CENTER. IN ADDITION, COPIES OF THE FULL FAP, FAP APPLICATION AND BILLING AND COLLECTIONS POLICY ARE ALSO AVAILABLE AT ALL REGISTRATION SITES. COPIES OF OUR COMMUNITY HEALTH NEEDS ASSESSMENT ARE AVAILABLE FOR VIEWING AND DOWNLOAD ON OUR WEBSITE AT WWW.BAYSTATEHEALTH.ORG/ABOUT-US/COMMUNITY-PROGRAMS/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENT. HARD COPIES OF OUR CHNA ARE AVAILABLE UPON REQUEST FREE OF CHARGE. WE HAVE ALSO SHARED OUR CHNA WITH ALL THE COMMUNITY MEMBERS WHO WERE INVOLVED WITH CHNA AS WELL AS EACH HOSPITAL'S COMMUNITY BENEFITS ADVISORY COUNCIL (CBAC). THE HOSPITAL IS COMMITTED TO ONGOING EFFORTS TO WIDELY PUBLICIZE OUR FAP AND CHNA TO THE COMMUNITY, SPECIFICALLY, TO LOW-INCOME POPULATIONS. ADDITIONAL EFFORTS WILL INCLUDE PROMOTION VIA OUR HOSPITAL'S VARIOUS SOCIAL MEDIA PLATFORMS AND PROVIDING PRINTED MATERIALS TO KEY SOCIAL SERVICE AGENCIES AND EDUCATING THEIR STAFF THAT WORK WITH LOW INCOME POPULATIONS IN THE HOSPITAL'S SERVICE AREA. BAYSTATE MEDICAL CENTER, INC.: PART V, SECTION B, LINE 16A, FAP WEBSITE: WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING BAYSTATE MEDICAL CENTER, INC.: PART V, SECTION B, LINE 16B, FAP APPLICATION WEBSITE: WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING BAYSTATE MEDICAL CENTER, INC.: PART V, SECTION B, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE: WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING PART V, SECTION B, LINE 20F WE WOULD PERFORM THESE ACTIONS IF NEEDED BUT DID NOT HAVE ANY PATIENT DURING THE TAX YEAR WHERE AN ECA WAS INITIATED. 20 1 - BAYSTATE AMBULATORY CARE CTR 3300 MAIN STREET SPRINGFIELD MA 01107 OUTPATIENT PHYSICIAN OFFICES 2 - BAYSTATE AMBULATORY CARE CTR 140 HIGH STREET C LEVEL SPRINGFIELD MA 01105 OUTPATIENT FACILITY 3 - BAYSTATE BRIGHTWOOD HEALTH CENTER 380 PLAINFIELD STREET SPRINGFIELD MA 01107 OUTPATIENT CLINIC 4 - BAYSTATE CHILDREN'S SPECIALTY CENTER 50 WASON AVENUE 1ST FLOOR SPRINGFIELD MA 01107 OUTPATIENT FACILITY 5 - BAYSTATE IMAGING & TRANSPLANT SERVICES 100 WASON AVENUE 2ND 3RD FLOORS SPRINGFIELD MA 01107 OUTPATIENT FACILITY 6 - BAYSTATE MASON SQ NEIGHBORHOOD HLTH CTR 11 WILBRAHAM ROAD SPRINGFIELD MA 01199 OUTPATIENT CLINIC 7 - BAYSTATE REHABILITATION CARE 21 DWIGHT ROAD SUITE 106 LONGMEADOW MA 01106 REHABILITATION CLINIC 8 - BAYSTATE REHAB CARE ADULT OP SVS 360 BIRNIE AVENUE SPRINGFIELD MA 01107 REHABILITATION CLINIC 9 - BAYSTATE REHABILITATION CARE RYMD CTR 470 GRANBY RD 1ST FLOOR SOUTH HADLEY MA 01075 REHABILITATION CLINIC 10 - BMC PAIN MANAGEMENT CENTER 3400 MAIN STREET 2ND FLR SPRINGFIELD MA 01107 OUTPATIENT FACILITY 11 - D'AMOUR CENTER FOR CANCER CARE 3350 MAIN STREET SPRINGFIELD MA 01199 OUTPATIENT CANCER CENTER 12 - BAYSTATE MEDICAL CENTER INFUSION SUITE 2 MEDICAL CENTER DRIVE 1ST FL SUITE 107 SPRINGFIELD MA 01107 OUTPATIENT FACILITY 13 - BAYSTATE REHAB CARE AT AGAWAM 200 SILVER STREET 1ST FLOOR SUITE 101 AGAWAM MA 01101 OUTPATIENT FACILITY 14 - BAYSTATE VASCULAR SERVICES COMMERCIAL BUILDING 3500 MAIN ST 2ND FL SPRINGFIELD MA 01107 OUTPATIENT FACILITY 15 - BMC MOLECULAR PATHOLOGY LAB 361 WHITNEY AVE HOLYOKE MA 01040 OUTPATIENT FACILITY 16 - BAYSTATE CHILD HOSPITALIZATION PROGRAM 150 LOWER WESTFIELD ROAD SUITE 3 HOLYOKE MA 01040 OUTPATIENT FACILITY 17 - BAYSTATE HEALTH CLINICAL TRIALS UNIT 80 WASON AVE GROUND FLOOR SPRINGFIELD MA 01199 OUTPATIENT FACILITY 18 - D'AMOUR CENTER FOR CANCER CARE ANNEX 3400 MAIN STREET 2ND FLR SPRINGFIELD MA 01199 OUTPATIENT CANCER CENTER 19 - BAYSTATE INFUSION CENTER - PALMER 40 WRIGHT STREET 1ST FLOOR PALMER MA 01069 OUTPATIENT FACILITY 20 - BAYSTATE INFUSION CENTER - NOBLE HOS 115 WEST SILVER STREET WESTFIELD MA 01085 OUTPATIENT FACILITY PART I, LINE 6A: THE HOSPITAL SUBMITS AN ANNUAL COMMUNITY BENEFITS REPORT ELECTRONICALLY TO THE MASSACHUSETTS OFFICE OF THE ATTORNEY GENERAL VIA WWW.MASS.GOV/NONPROFIT-HOSPITAL-AND-HMO-COMMUNITY-BENEFITS AND MAKES IT PUBLICLY AVAILABLE ON THE BAYSTATE HEALTH WEBSITE AT WWW.BAYSTATEHEALTH.ORG/CHNA. THE REPORT PROVIDES THE ATTORNEY GENERAL AND THE PUBLIC WITH INFORMATION ON HOW THE HOSPITAL COLLABORATES WITH COMMUNITY PARTNERS TO IDENTIFY AND ADDRESS LOCAL HEALTH NEEDS, AND IT DETAILS PROGRAMS AND ACTIVITIES IMPLEMENTED OR SUPPORTED IN RESPONSE TO THOSE NEEDS. PART I, LINE 7: LINE 7A (CHARITY CARE) - COMMUNITY BENEFIT EXPENSE WAS CALCULATED BY APPLYING THE RATIO OF PATIENT CARE COST TO CHARGES, CALCULATED ON WORKSHEET 2, AGAINST TOTAL CHARITY CARE GROSS PATIENT CHARGES FROM THE AUDITED FINANCIAL STATEMENTS.LINE 7B (UNREIMBURSED MEDICAID) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM, WHICH TAKES INTO ACCOUNT ALL HOSPITAL INPATIENTS, OUTPATIENTS AND EMERGENCY ROOM PATIENTS FOR WHOM SERVICES WERE PROVIDED AND COVERED UNDER MEDICAID AND MEDICAID MANAGED CARE PLANS.LINE 7C (OTHER MEANS-TESTED PROGRAMS) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM, WHICH TAKES INTO ACCOUNT ALL HOSPITAL INPATIENTS, OUTPATIENTS AND EMERGENCY ROOM PATIENTS FOR WHOM SERVICES WERE PROVIDED AND COVERED UNDER OTHER MEANS-TESTED GOVERNMENT PROGRAMS.LINE 7E (COMMUNITY HEALTH IMPROVEMENT SERVICES & BENEFIT OPERATIONS) - COMMUNITY HEALTH IMPROVEMENT SERVICES CALCULATIONS ARE DERIVED FROM DIRECT AND INDIRECT COSTS ASSOCIATED WITH COMMUNITY BENEFIT ACTIVITIES THAT ARE ALIGNED WITH THE HOSPITAL'S 2025 COMMUNITY HEALTH NEEDS ASSESSMENT. THESE ACTIVITIES ARE CARRIED OUT TO IMPROVE COMMUNITY HEALTH AND WELLNESS AND EXTEND BEYOND PATIENT CARE, BEYOND THE WALLS OF THE HOSPITAL.COMMUNITY BENEFIT OPERATIONS CALCULATIONS ARE DERIVED FROM COSTS ASSOCIATED WITH ASSIGNED STAFF AND COMMUNITY HEALTH NEEDS AND/OR ASSETS ASSESSMENT, AS WELL AS OTHER COSTS ASSOCIATED WITH COMMUNITY BENEFITS STRATEGY AND OPERATIONS.LINE 7F (HEALTH PROFESSIONAL EDUCATION) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM.LINE 7G (SUBSIDIZED PROGRAMS) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM. THE EXPENSE RELATES TO THE INPATIENT BEHAVIORAL HEALTH, ADULT CHEMICAL DEPENDENCY, NICU, AND END OF LIFE CARE, AS WELL AS SPECIFIC OUTPATIENT PROGRAMS. THERE ARE NO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS REPORTED AS SUBSIDIZED HEALTH SERVICES IN PART I, LINE 7G.LINE 7H (RESEARCH) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM. IN ADDITION TO THE RESEARCH COSTS REPORTED ON LINE 7H, THERE WAS $869,077 OF EXPENSES RELATED TO INDUSTRY-SPONSORED GRANTS THAT WE BELIEVE SHOULD BE TREATED AS COMMUNITY BENEFIT EXPENSE BECAUSE THEY WERE INCURRED TO PROMOTE THE HEALTH AND WELL-BEING OF THE LOCAL POPULATION AND ARE A KEY COMPONENT OF OUR COMMITMENT TO THE COMMUNITY.PART I, LN 7 COL(F):ESTIMATED UNCOLLECTIBLE AMOUNTS DUE FROM PATIENTS (BAD DEBT EXPENSE) IS AN IMPLICIT PRICE CONCESSION AND A DIRECT REDUCTION TO NET OPERATING REVENUE. THESE IMPLICIT PRICE CONCESSIONS ARE NOT INCLUDED IN TOTAL EXPENSES REPORTED IN PART IX, LINE 25, COLUMN (A) FOR THE PURPOSE OF CALCULATING THE PERCENTAGES IN PART 1, LINE 7, COLUMN (F). PART II, COMMUNITY BUILDING ACTIVITIES: WHILE NOT QUANTIFIED IN PART II OF SCHEDULE H, THE HOSPITAL IS COMMITTED TO BUILDING HEALTHIER COMMUNITIES AND RECOGNIZES THAT COMMUNITY BENEFIT INITIATIVES ALONE CANNOT FULLY ADDRESS ALL IDENTIFIED HEALTH NEEDS. BAYSTATE HEALTH EMBRACES A BROAD DEFINITION OF HEALTH, ACKNOWLEDGING THAT WELL-BEING AND LIFE EXPECTANCY ARE SHAPED BY SOCIAL, ENVIRONMENTAL, BEHAVIORAL, AND HEALTHCARE FACTORS. TO ADVANCE THIS COMMITMENT, THE HOSPITAL INVESTS IN SERVICES, PROGRAMS, AND RESOURCES THAT EXTEND BEYOND ITS WALLS, INCLUDING GRANTS AND SPONSORSHIPS FOR COMMUNITY-BASED ORGANIZATIONS AND ACTIVE ENGAGEMENT OF HOSPITAL LEADERSHIP ON BOARDS AND PARTNERSHIPS ALIGNED WITH ITS MISSION.FOR FY25, BAYSTATE MEDICAL CENTER PAID $249,361 IN PAYMENTS IN LIEU OF TAXES TO THE CITY OF SPRINGFIELD. THE HOSPITAL IS ALSO AN ACTIVE, DUES-PAYING MEMBER OF REGIONAL ECONOMIC ORGANIZATIONS, CONTRIBUTING $57,055 TO THE ECONOMIC DEVELOPMENT COUNCIL OF WESTERN MASSACHUSETTS (EDC) PLUS $24,115 TO ITS CLUSTER INITIATIVE, $7,500 TO THE SPRINGFIELD REGIONAL CHAMBER, AND $500 TO THE GREATER HOLYOKE CHAMBER OF COMMERCE.AS THE REGION'S LARGEST PRIVATE EMPLOYER, THE HOSPITAL ACTIVELY PARTICIPATES IN THESE ORGANIZATIONS THROUGH LEADERSHIP INVOLVEMENT - SUCH AS THE SYSTEM CHIEF ADMINISTRATIVE AND STRATEGY OFFICER ON THE EDC BOARD AND THE VICE PRESIDENT OF GOVERNMENT RELATIONS ON THE SPRINGFIELD REGIONAL CHAMBER BOARD - ALONG WITH REGULAR ATTENDANCE AT EVENTS AND SPONSORSHIP OF CHAMBER ACTIVITIES. THROUGH THESE PARTNERSHIPS, THE HOSPITAL COLLABORATES WITH BUSINESS AND COMMUNITY LEADERS TO SUPPORT REGIONAL SUSTAINABILITY, WORKFORCE DEVELOPMENT, AND ECONOMIC GROWTH.THIS ENGAGEMENT ALIGNS WITH BAYSTATE HEALTH'S 2030 ASPIRATION TO BE THE ECONOMIC AND HEALTH PILLAR, RECOGNIZING THE LINK BETWEEN ECONOMIC STABILITY AND COMMUNITY HEALTH. BY SUPPORTING REGIONAL ECONOMIC DEVELOPMENT, THE HOSPITAL CONTRIBUTES TO CONDITIONS THAT HELP INDIVIDUALS, FAMILIES, AND COMMUNITIES THRIVE. PART III, LINE 2: THE COST OF BAD DEBTS REPORTED WAS CALCULATED BY APPLYING A RATIO OF COST TO CHARGES (BASED ON THE ORGANIZATION'S COST ACCOUNTING SYSTEM INCLUDING ALL HOSPITAL INPATIENTS AND OUTPATIENTS) AGAINST TOTAL IMPLICIT PRICE CONCESSIONS AS REFLECTED IN THE AUDITED FINANCIAL STATEMENTS. PART III, LINE 3: THE PORTION OF BAD DEBT THAT REASONABLY COULD BE ATTRIBUTABLE TO PATIENTS WHO MAY QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S CHARITY CARE PROGRAM WAS CALCULATED BY APPLYING THE PERCENTAGE OF BAD DEBTS BY ZIP CODE (FOR WHICH THE AVERAGE HOUSEHOLD INCOME FOR EACH ZIP CODE IS LESS THAN 150% OF THE FEDERAL POVERTY LEVEL) TO THE TOTAL COST OF BAD DEBT REPORTED IN PART III LINE 2. SINCE THIS PORTION OF BAD DEBT IS ATTRIBUTABLE TO PATIENTS RESIDING IN AN AREA WHERE THE AVERAGE INCOME IS LESS THAN 150% OF THE FEDERAL POVERTY LEVEL, IT IS HIGHLY LIKELY THESE PATIENTS WOULD HAVE QUALIFIED FOR THE ORGANIZATION'S CHARITY CARE PROGRAM HAD THEY APPLIED. FOR THIS REASON, WE BELIEVE THE AMOUNT, TOTALING $632,464, SHOULD BE TREATED AS COMMUNITY BENEFIT EXPENSE IN PART I. PART III, LINE 4: AS NOTED ABOVE, THE ORGANIZATION ADOPTED ACCOUNTING STANDARDS UPDATE 2014-09 EFFECTIVE OCTOBER 1, 2018, WHICH CHANGED THE WAY ENTITIES REPORT AND DISCLOSE CERTAIN FINANCIAL INFORMATION INCLUDING IMPLICIT PRICE CONCESSION (FORMERLY THE PROVISION FOR BAD DEBTS). SEE AUDITED FINANCIAL STATEMENTS, FOOTNOTE #2 (SIGNIFICANT ACCOUNTING POLICIES) ON PAGES 14 AND 15 UNDER THE CAPTION "NET PATIENT SERVICE REVENUE" FOR A DESCRIPTION OF THE ORGANIZATION'S REPORTING OF ITS IMPLICIT PRICE CONCESSIONS (FORMERLY PROVISION FOR BAD DEBTS). IF A PATIENT IS DETERMINED ELIGIBLE FOR FINANCIAL ASSISTANCE, THE APPROPRIATE ADJUSTMENT IS MADE TO THE PATIENT ACCOUNT BASED ON THEIR INCOME LEVEL. ONCE THE NECESSARY APPROVALS ARE OBTAINED, IT THEN FLOWS TO THE GENERAL LEDGER. PATIENTS APPLYING FOR A PROMPT PAYMENT DISCOUNT WILL HAVE THIS ALLOWANCE ENTERED AFTER AGREED UPON PAYMENT IS RECEIVED. PART III, LINE 8: LINE 6 - INCLUDED ALL MEDICARE ALLOWABLE COSTS AS CALCULATED IN WORKSHEETS D-1 PART II (INPATIENT) AND D PART V (OUTPATIENT) OF THE HOSPITAL'S 2025 MEDICARE COST REPORT, NET OF MEDICARE COSTS REPORTED IN PART I, LINE 7.G, BASED ON MEDICARE COSTING PRINCIPLES. WE BELIEVE THE SHORTFALL REPORTED OF $16,950,555 SHOULD BE TREATED AS A COMMUNITY BENEFIT EXPENSE FOR TAX REPORTING PURPOSES BECAUSE PROVIDING CARE FOR THE ELDERLY IS A KEY COMPONENT OF OUR COMMITMENT TO THE COMMUNITY. THE UNREIMBURSED EXPENSES SHOULD BE TREATED SIMILARLY TO UNREIMBURSED MEDICAID SINCE THE MAJORITY OF THE LOCAL ELDERLY POPULATION IS NOT AFFLUENT. PART III, LINE 9B: FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE: THE PATIENT MAY HAVE REQUESTED ASSISTANCE UP FRONT AT TIME OF SERVICE WITH A FINANCIAL COUNSELOR OR THE PATIENT COULD HAVE ASKED FOR ASSISTANCE AFTER RECEIVING THEIR BILL BY CONTACTING OUR PATIENT BILLING SERVICES REPRESENTATIVES. THE FINANCIAL COUNSELOR WILL ASSIST THE PATIENT IN APPLYING FOR THE APPROPRIATE TYPE OF ASSISTANCE BASED ON THEIR INCOME AND CIRCUMSTANCES. ONCE APPROVED FOR A STATE MEDICAID OR OTHER PROGRAM, ALL BILLING AND COLLECTION ACTIVITY WILL STOP (EXCEPT FOR REQUIRED CO-PAYMENTS OR DEDUCTIBLES). FOR ALL OTHER PATIENTS, OUR STATEMENTS CONTAIN INFORMATION REGARDING HOW TO APPLY FOR FINANCIAL ASSISTANCE. NOTICES CONCERNING AVAILABILITY FOR ASSISTANCE ARE ALSO POSTED AT PATIENT CARE SITES. PART VI, LINE 2: THE HOSPITAL ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES THROUGH A COMBINATION OF DATA ANALYSIS AND COMMUNITY-INFORMED INPUT. QUANTITATIVE ASSESSMENTS INCLUDE HOSPITAL UTILIZATION DATA, PATIENT DEMOGRAPHICS, POPULATION HEALTH INDICATORS, AND LOCAL AND REGIONAL PUBLIC HEALTH DATASETS TO IDENTIFY TRENDS IN CHRONIC DISEASE, BEHAVIORAL HEALTH, MATERNAL AND CHILD HEALTH, AND SOCIAL DETERMINANTS OF HEALTH.QUALITATIVE INPUT IS GATHERED THROUGH ADVISORY AND GOVERNANCE STRUCTURES, INCLUDING COMMUNITY ADVISORY COUNCILS (CACS), COMMUNITY BENEFITS ADVISORY COUNCILS (CBACS), PATIENT & FAMILY ADVISORY COUNCILS (PFACS), THE BAYSTATE HEALTH BOARD OF TRUSTEES, AND THE SYSTEM-WIDE HEALTH QUALITY & EQUITY COMMITTEE (HQ&EC). THESE GROUPS PROVIDE GUIDANCE ON EMERGING HEALTH ISSUES, SERVICE GAPS, AND OPPORTUNITIES FOR COLLABORATION, ENSURING THAT COMMUNITY AND LIVED-EXPERIENCE PERSPECTIVES SHAPE HOSPITAL PRIORITIES. PFAC SPECIFICALLY INFORMS BARRIERS TO CARE AND UNMET NEEDS FROM PATIENT AND FAMILY EXPERIENCES.BAYSTATE HOSPITALS ALSO ENGAGE IN LOCAL AND REGIONAL PARTNERSHIPS, INCLUDING THE FRANKLIN COUNTY, HAMPDEN COUNTY, AND QUABOAG HILLS COMMUNITY HEALTH IMPROVEMENT PLANS, AND MAINTAIN ONGOING RELATIONSHIPS WITH PUBLIC HEALTH AGENCIES AND COMMUNITY ORGANIZATIONS. TOGETHER, THESE DATA-DRIVEN AND COMMUNITY-INFORMED APPROACHES PROVIDE A CONTINUOUS ASSESSMENT OF HEALTH NEEDS, ENSURING HOSPITAL PROGRAMS AND INVESTMENTS RESPOND TO EVOLVING PRIORITIES. THIS METHODOLOGY ALIGNS WITH BAYSTATE HEALTH'S STRATEGY 2030 ECONOMIC AND HEALTH PILLAR, EMPHASIZING THE LINK BETWEEN SOCIAL AND ECONOMIC FACTORS AND IMPROVED COMMUNITY HEALTH OUTCOMES. PART VI, LINE 3: BAYSTATE HEALTH (BH) IS COMMITTED TO ENSURING THAT ALL PATIENTS HAVE FAIR, DIGNIFIED, AND NONDISCRIMINATORY ACCESS TO MEDICALLY NECESSARY CARE, REGARDLESS OF THEIR ABILITY TO PAY. TO ACHIEVE THIS, THE HOSPITAL INFORMS AND EDUCATES PATIENTS AND INDIVIDUALS WHO MAY BE BILLED FOR CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, AND LOCAL PROGRAMS, AS WELL AS BAYSTATE HEALTH'S OWN FINANCIAL ASSISTANCE POLICIES.PATIENT EDUCATION AND OUTREACH: - WRITTEN MATERIALS: BH'S FINANCIAL ASSISTANCE POLICY (FAP), PLAIN-LANGUAGE SUMMARY, AND RELATED MATERIALS ARE AVAILABLE IN MULTIPLE LANGUAGES ON THE HOSPITAL WEBSITE AND IN PRINT AT KEY LOCATIONS, INCLUDING ADMISSIONS, CLINICS, EMERGENCY DEPARTMENTS, CENTRAL REGISTRATION AREAS, PATIENT FINANCIAL COUNSELOR OFFICES, AND BUSINESS OFFICE AREAS ACCESSIBLE TO PATIENTS. - SIGNAGE: LARGE, CLEARLY VISIBLE SIGNS (8.5 X 11 INCHES; HEADER PRINT FONT IS 24 POINT) NOTIFY PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS. SIGNS ARE DISPLAYED IN PRIMARY LANGUAGES SPOKEN BY SIGNIFICANT PORTIONS OF THE COMMUNITY (SPANISH AND RUSSIAN) TO ENSURE ACCESSIBILITY. - BILLING NOTICES: ALL PATIENT BILLS INCLUDE INFORMATION ABOUT FINANCIAL ASSISTANCE ELIGIBILITY AND INSTRUCTIONS ON HOW TO APPLY.PERSONALIZED ASSISTANCE: - FINANCIAL COUNSELORS: TRAINED AND STATE-CERTIFIED FINANCIAL COUNSELORS ARE AVAILABLE TO HELP PATIENTS APPLY FOR FEDERAL AND STATE PROGRAMS (INCLUDING MEDICAID AND THE MASSACHUSETTS HEALTH SAFETY NET) AS WELL AS BAYSTATE'S INTERNAL FINANCIAL ASSISTANCE PROGRAMS. COUNSELORS GUIDE PATIENTS THROUGH ELIGIBILITY REQUIREMENTS, APPLICATION FORMS, AND DOCUMENTATION NEEDED TO RECEIVE ASSISTANCE. - PAYMENT OPTIONS: PATIENTS ARE INFORMED ABOUT AVAILABLE PAYMENT PLANS AND SLIDING-SCALE DISCOUNTS BASED ON FAMILY SIZE AND INCOME. COUNSELORS ALSO ENSURE PATIENTS UNDERSTAND WHICH PROGRAMS MAY REDUCE OR ELIMINATE THEIR FINANCIAL RESPONSIBILITY.COMMUNITY AWARENESS: - BH ACTIVELY COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS TO THE BROADER COMMUNITY THROUGH THE HOSPITAL WEBSITE, PRINTED MATERIALS, AND MULTILINGUAL SIGNAGE. THESE EFFORTS ARE DESIGNED TO ENSURE THAT BOTH CURRENT AND PROSPECTIVE PATIENTS UNDERSTAND THEIR OPTIONS FOR FINANCIAL SUPPORT AND ARE ABLE TO ACCESS CARE WITHOUT UNDUE FINANCIAL BURDEN.THROUGH THESE COMBINED STRATEGIES, WRITTEN MATERIALS, MULTILINGUAL SIGNAGE, PERSONALIZED COUNSELING, BILLING NOTICES, AND COMMUNITY OUTREACHBAYSTATE HEALTH ENSURES THAT PATIENTS AND THOSE WHO MAY BE BILLED FOR CARE ARE INFORMED AND EDUCATED ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE UNDER APPLICABLE FEDERAL, STATE, AND LOCAL PROGRAMS, AS WELL AS THE HOSPITAL'S OWN FINANCIAL ASSISTANCE POLICIES.MORE INFORMATION ABOUT BAYSTATE HEALTH'S FINANCIAL ASSISTANCE AND BILLING & COLLECTION POLICIES IS AVAILABLE ONLINE AT: WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING. PART VI, LINE 4: THE FOLLOWING "COMMUNITY INFORMATION" DESCRIPTION IS EXTRACTED FROM THE HOSPITAL'S FY2025 CHNA. BAYSTATE MEDICAL CENTER IS A 791-BED INDEPENDENT ACADEMIC MEDICAL CENTER AND HOME TO THE UMASS CHAN MEDICAL SCHOOL - BAYSTATE. BAYSTATE MEDICAL CENTER HAS ONE OF NEW ENGLAND'S BUSIEST EMERGENCY DEPARTMENTS AND IS THE REGION'S ONLY LEVEL 1 TRAUMA CENTER SERVING OVER 105,000 ADULT AND PEDIATRIC PATIENTS. THE HOSPITAL HAS LONG PROVIDED THE REGION WITH THE HIGHEST LEVEL OF CARE FOR CONDITIONS SUCH AS CANCER, ACUTE AND CHRONIC CARDIOVASCULAR ILLNESS, AND A WIDE RANGE OF OTHER MAJOR DISEASES. THE HOSPITAL ALSO OFFERS PRE- AND POST-NATAL CARE FOR MOTHERS GIVING BIRTH AT ITS WESSON WOMEN & INFANTS' UNIT, WHICH IS HOME TO THE REGION'S ONLY LEVEL III NEONATAL INTENSIVE CARE UNIT (NICU). IN ADDITION, BAYSTATE MEDICAL CENTER OFFERS THE BAYSTATE HEART & VASCULAR PROGRAM AND THE BAYSTATE REGIONAL CANCER PROGRAM, AMONG OTHER ADVANCED SPECIALTY MEDICAL, DIAGNOSTIC, AND SURGICAL SERVICES ARE MADE UP OF DOCTORS, HOSPITALS, AND OTHER PROVIDERS. BAYSTATE MEDICAL CENTER HAS RECEIVED MAGNET DESIGNATION FROM THE AMERICAN NURSES CREDENTIALING CENTER (ANCC) FIVE CONSECUTIVE TIMES, PLACING IT AMONG LEADERS NATIONALLY IN NURSING EXCELLENCE AND QUALITY PATIENT OUTCOMES. BAYSTATE MEDICAL IS PART OF BAYSTATE HEALTH, A NOT-FOR-PROFIT, INTEGRATED HEALTH DELIVERY SYSTEM SERVING MORE THAN 800,000 PEOPLE THROUGHOUT WESTERN MASSACHUSETTS. BAYSTATE HEALTH, WITH A WORKFORCE OF NEARLY 13,000 EMPLOYEES, IS THE LARGEST EMPLOYER IN THE REGION AND INCLUDES: BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE MEDICAL CENTER, BAYSTATE NOBLE HOSPITAL, BAYSTATE WING HOSPITAL, BAYSTATE MEDICAL PRACTICES, BAYSTATE HOME HEALTH, AND BAYSTATE HEALTH FOUNDATION, AS WELL AS HEALTH NEW ENGLAND, THE HEALTH SYSTEM-OWNED AND OPERATED HEALTH INSURER.THE COMMUNITIES SERVED BY BAYSTATE MEDICAL CENTER INCLUDE THE 23 COMMUNITIES IN HAMPDEN COUNTY, PLUS THE TOWNS OF SOUTH HADLEY AND GRANBY (LOCATED IN HAMPSHIRE COUNTY). HAMPDEN COUNTY IS HOME TO 464,575 RESIDENTS. SPRINGFIELD IS THE LARGEST CITY IN THE AREA AND THIRD LARGEST IN MASSACHUSETTS. THREE ADJACENT CITIES (HOLYOKE, CHICOPEE, AND WEST SPRINGFIELD) JOIN SPRINGFIELD TO CREATE A DENSELY POPULATED URBAN CORE THAT HOUSES OVER HALF OF THE COUNTY POPULATION. EAST AND WEST OF THIS CENTRAL CORE ARE SMALLER COMMUNITIES, A MAJORITY WITH POPULATIONS UNDER 20,000. THE PIONEER VALLEY TRANSIT AUTHORITY (PVTA), THE SECOND LARGEST PUBLIC TRANSIT SYSTEM IN THE STATE, SERVES ELEVEN COMMUNITIES IN THE BAYSTATE MEDICAL SERVICE AREA, AND CONNECTS SUBURBAN AREAS TO THE CORE CITIES AND SERVICES. MUCH OF THE SERVICE AREA IS DEFINED AS MEDICALLY UNDERSERVED. THE SERVICE AREA FOR BAYSTATE MEDICAL CENTER IS MORE RACIALLY AND ETHNICALLY DIVERSE THAN MUCH OF WESTERN MASSACHUSETTS, WITH TRENDS SHOWING INCREASING DIVERSITY SINCE THE LAST CHNA. HAMPDEN COUNTY'S POPULATION IS 60% WHITE, 27% LATINO/A/E (PRIMARILY PUERTO RICAN, OTHER LATINO/A/E ETHNICITIES, MEXICAN, AND CUBAN), 8% BLACK, AND 3% ASIAN (PRIMARILY OTHER ASIAN ETHNICITIES, CHINESE, ASIAN INDIAN, AND VIETNAMESE). ABOUT 9% OF RESIDENTS ARE FOREIGN-BORN, AND THE COUNTY HAS A MEDIAN AGE OF 40 YEARS. CHILDREN UNDER 18 COMPRISE 21% OF THE POPULATION, WHILE THOSE OVER 65 REPRESENT 17%. DISABILITY PREVALENCE HAS RISEN TO 16%, ABOVE THE STATEWIDE RATE OF 12%, WITH SPRINGFIELD AT 18% AND HOLYOKE AT 20%.ECONOMIC INDICATORS SHOW A RECOVERING BUT UNEVEN PICTURE. THE 2023 UNEMPLOYMENT RATE RETURNED TO 4.3%, ITS PRE-PANDEMIC LEVEL, THOUGH IT REMAINS HIGHER THAN SURROUNDING COUNTIES. MEDIAN HOUSEHOLD INCOME IS $66,619, BUT INCOME DISPARITIES PERSIST: WHITE HOUSEHOLDS EARN $79,743, BLACK HOUSEHOLDS $52,928, AND LATINE HOUSEHOLDS $36,843. POVERTY RATES ALSO REFLECT INEQUITIES11% FOR WHITE RESIDENTS, 24% FOR BLACK RESIDENTS, AND 32% FOR LATINE RESIDENTS. EDUCATIONAL OUTCOME DISPARITIES CONTINUE ACROSS RACIAL AND ETHNIC GROUPS. MEDIAN HOUSEHOLD INCOME BY CITY RANGES FROM $47,677 IN SPRINGFIELD TO $67,297 IN WEST SPRINGFIELD, HIGHLIGHTING INTRA-COUNTY VARIATION IN ECONOMIC CONDITIONS. PART VI, LINE 5: EACH HOSPITAL FACILITY, AS A MEMBER OF BAYSTATE HEALTH, HAS A RESPONSIBILITY TO ADDRESS HEALTH CARE NEEDS NOT FULLY SUPPORTED BY GOVERNMENT PROGRAMS, A KEY FACTOR IN ITS 501(C)(3) TAX-EXEMPT STATUS. IN ADDITION TO PROVIDING MEDICAL CARE TO PATIENTS, THE HOSPITAL OPERATES IN THE PUBLIC INTEREST BY OFFERING PROGRAMS THAT BENEFIT THE BROADER COMMUNITY, NOT ONLY PATIENTS AND EMPLOYEES.GUIDED BY ITS CHARITABLE MISSION, THE HOSPITAL DELIVERS COMPASSIONATE, HIGH-QUALITY, AND ACCESSIBLE CARE ADVANCING THE COMMUNITIES' HEALTH FOR ALL. ITS COMMUNITY BENEFITS COMMITMENT FOCUSES ON REDUCING HEALTH DISPARITIES, PROMOTING WELLNESS, AND IMPROVING ACCESS TO CARE FOR VULNERABLE POPULATIONS THROUGH THE COMBINED EFFORTS OF BAYSTATE HEALTH, AFFILIATED PROVIDERS, AND COMMUNITY PARTNERS.THE HOSPITAL MEETS ALL FACTORS REQUIRED FOR TAX EXEMPTION UNDER REVENUE RULING 69-545. IT EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS AND PRACTITIONERS IN WESTERN MASSACHUSETTS WHO MEET CREDENTIALING STANDARDS, REGARDLESS OF EMPLOYER AFFILIATION, AND ITS EMERGENCY DEPARTMENT IS OPEN TO ALL, WITH NO ONE DENIED CARE. SURPLUS FUNDS ARE REINVESTED IN PATIENT CARE, FACILITY IMPROVEMENTS, EQUIPMENT, STAFF TRAINING AND DEVELOPMENT, AND SUPPORT OF CLINICAL AND TRANSLATIONAL RESEARCH.BAYSTATE HEALTH'S VOLUNTEER BOARD OF TRUSTEES, THE GOVERNING BODY FOR THE ORGANIZATION AND ITS AFFILIATES, INCLUDES THE PRESIDENT & CEO OF BAYSTATE HEALTH AND UP TO 20 ELECTED TRUSTEES WHO REFLECT THE DIVERSE INTERESTS OF THE COMMUNITIES SERVED. THE GOVERNANCE COMMITTEE OVERSEES TRUSTEE NOMINATIONS AND RECOMMENDS CANDIDATES FOR BOARD AND COMMITTEE MEMBERSHIP, PRIORITIZING INDIVIDUALS WHO REPRESENT COMMUNITY PERSPECTIVES AND SUPPORT THE HOSPITAL'S CHARITABLE MISSION.EACH HOSPITAL FACILITY HAS A COMMUNITY ADVISORY COUNCIL(S) (CAC) THAT HAS LINE OF SIGHT TO THE BH BOARD OF TRUSTEES AND IS RESPONSIBLE FOR PROVIDING ADVICE REGARDING THE HEALTH-RELATED NEEDS WITHIN THE COMMUNITY SERVED BY THE HOSPITAL ACROSS THE FULL CONTINUUM OF CARE AND BUILDING RELATIONSHIPS BETWEEN THE COMMUNITY AND THE BH SYSTEM. IN ALIGNMENT WITH THE CHNA, BAYSTATE HEALTH STRATEGICALLY INVESTS IN LOCAL INITIATIVES THAT ADDRESS IDENTIFIED HEALTH NEEDS. THESE INVESTMENTS ARE TAILORED TO BOTH HOSPITAL-SPECIFIC SERVICE AREAS AND REGIONAL PRIORITIES AND ARE INFORMED BY INPUT FROM THE HOSPITALS' COMMUNITY BENEFITS ADVISORY COUNCILS (CBACS), CACS, AND OTHER LOCAL STAKEHOLDERS. ENGAGING THE COMMUNITY IN THESE DECISIONS HELPS MAXIMIZE LOCAL IMPACT AND ENCOURAGES PARTICIPATION FROM OTHER PARTNERS AND FUNDERS IN ADVANCING COMMUNITY HEALTH. PART VI, LINE 6: BAYSTATE HEALTH IS A NOT-FOR-PROFIT INTEGRATED HEALTHCARE SYSTEM SERVING OVER 800,000 PEOPLE ACROSS WESTERN MASSACHUSETTS. NATIONALLY RECOGNIZED FOR HEALTHCARE QUALITY AND SAFETY, BAYSTATE HEALTH EMPLOYS NEARLY 13,000 STAFF AND DELIVERS CARE THROUGH ITS ACADEMIC TEACHING FACILITY, BAYSTATE MEDICAL CENTER (SPRINGFIELD), BAYSTATE CHILDREN'S HOSPITAL, THREE COMMUNITY HOSPITALS, URBAN HEALTH CENTERS, HOME CARE AND HOSPICE SERVICES, AND A NETWORK OF OVER 80 MEDICAL PRACTICES. ITS FOUR HOSPITALS ARE BAYSTATE MEDICAL CENTER, BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE NOBLE HOSPITAL, AND BAYSTATE WING HOSPITAL. ADDITIONAL 501(C)(3) AFFILIATES INCLUDE BAYSTATE MEDICAL PRACTICES, VISITING NURSE ASSOCIATION AND HOSPICE OF WESTERN NEW ENGLAND, BAYSTATE ADMINISTRATIVE SERVICES, AND BAYSTATE HEALTH FOUNDATION.BAYSTATE MEDICAL CENTER IS A 716-BED INDEPENDENT ACADEMIC MEDICAL CENTER AND HOME TO THE UMASS CHAN MEDICAL SCHOOL - BAYSTATE. IT OPERATES THE REGION'S ONLY LEVEL 1 TRAUMA CENTER AND LEVEL III NEONATAL INTENSIVE CARE UNIT (NICU), AND PROVIDES ADVANCED SPECIALTY SERVICES INCLUDING CARDIAC, CANCER, AND SURGICAL CARE. BAYSTATE CHILDREN'S HOSPITAL, PART OF BMC, IS THE ONLY ACCREDITED FULL-SERVICE CHILDREN'S HOSPITAL AND PEDIATRIC EMERGENCY DEPARTMENT IN WESTERN MASSACHUSETTS.BAYSTATE FRANKLIN MEDICAL CENTER (89 BEDS) SERVES RURAL FRANKLIN COUNTY AND NORTH QUABBIN, PROVIDING INPATIENT SERVICES INCLUDING BEHAVIORAL HEALTH, INTENSIVE CARE, MEDICAL-SURGICAL CARE, AND OBSTETRICS, AS WELL AS OUTPATIENT CARE SUCH AS CANCER, CARDIAC, ORTHOPEDIC, AND RADIOLOGY SERVICES. A DENTAL CLINIC OPERATES ONSITE IN PARTNERSHIP WITH THE COMMUNITY HEALTH CENTER OF FRANKLIN COUNTY.BAYSTATE NOBLE HOSPITAL (85 BEDS) SERVES WESTFIELD AND SURROUNDING COMMUNITIES, OFFERING DIRECT ACCESS TO WORLD-CLASS TECHNOLOGY, DIAGNOSTICS, AND SPECIALISTS. BAYSTATE WING HOSPITAL (46 BEDS) SERVES PALMER AND THE QUABOAG HILLS REGION, PROVIDING COMPREHENSIVE EMERGENCY SERVICES AND A RANGE OF MEDICAL AND SURGICAL SERVICES.BAYSTATE MEDICAL PRACTICES (BMP) INCLUDES 769 PHYSICIANS ACROSS PRIMARY, SPECIALTY, URGENT, AND SURGICAL CARE IN OVER 120 LOCATIONS. MANY SITES ARE DESIGNATED HEALTH AND WELLNESS CENTERS, OFFERING COORDINATED, ONE-STOP CARE. BMP PROVIDES HIGH-VALUE CARE REGARDLESS OF PATIENTS' ABILITY TO PAY, DELIVERING $1,847,079 IN CHARITY CARE IN FY25. BMP COLLABORATES CLOSELY WITH BAYSTATE HEALTH'S CARE MANAGEMENT, BEHAVIORAL HEALTH, AND SOCIAL WORK TEAMS TO IMPROVE OUTCOMES FOR HIGH-RISK AND HIGH-NEED POPULATIONS. ITS PHYSICIANS SERVE AS FACULTY FOR UMASS CHAN MEDICAL SCHOOL - BAYSTATE, TRAINING RESIDENTS, MEDICAL STUDENTS, AND ADVANCED PRACTICE PROVIDERS TO STRENGTHEN THE REGIONAL HEALTHCARE WORKFORCE. BMP ALSO PARTICIPATES IN VALUE-BASED CARE PROGRAMS, INCLUDING ACOS, TO IMPROVE OUTCOMES FOR MEDICAID, MEDICARE, AND UNDERSERVED PATIENTS, AND ENGAGES IN COMMUNITY OUTREACH INITIATIVES ADDRESSING HIV/AIDS AND OTHER UNDERSERVED POPULATION NEEDS.BAYSTATE HOME HEALTH, HOSPICE, AND PEDIATRIC PALLIATIVE CARE PROVIDE COMPASSIONATE, PATIENT- AND FAMILY-CENTERED CARE WHEREVER PATIENTS CALL HOME. EACH PATIENT IS SUPPORTED BY AN INTERDISCIPLINARY TEAM - INCLUDING NURSES, THERAPISTS, SOCIAL WORKERS, HOME HEALTH AND HOSPICE AIDES, SPIRITUAL AND BEREAVEMENT COUNSELORS, AND VOLUNTEERS - WORKING COLLABORATIVELY WITH PRIMARY CARE AND SPECIALTY PROVIDERS. HOME HEALTH SERVICES FOCUS ON SAFE, TIMELY RECOVERY FROM ILLNESS, INJURY, OR SURGERY, MANAGING OVER 130,000 VISITS ANNUALLY.THE HOSPICE PROGRAM, LED BY A BOARD-CERTIFIED HOSPICE AND PALLIATIVE CARE MEDICAL DIRECTOR, DELIVERS MEDICAL, SPIRITUAL, AND SUPPORTIVE SERVICES TO PATIENTS WITH SERIOUS OR LIFE-LIMITING ILLNESSES, PROMOTING COMFORT, DIGNITY, AND PEACE. IN PARTNERSHIP WITH BAYSTATE MEDICAL CENTER, HOSPICE OPERATES AN INPATIENT PROGRAM FOR PATIENTS WITH COMPLEX SYMPTOMS, SERVING MORE THAN 1,200 PATIENTS ANNUALLY.THE PEDIATRIC PALLIATIVE CARE TEAM, LED BY A BOARD-CERTIFIED PEDIATRICIAN, PROVIDES DAILY CARE TO NEARLY 100 CHILDREN AND THEIR FAMILIES, FROM BIRTH THROUGH 19 YEARS, WITH LIFE-LIMITING CONDITIONS. THE INTERDISCIPLINARY TEAM INCLUDES NURSES, SOCIAL WORKERS, SPIRITUAL CARE COUNSELORS, CHILD LIFE SPECIALISTS, MUSIC THERAPISTS, MASSAGE THERAPISTS, AND VOLUNTEERS, ENSURING COMPREHENSIVE SUPPORT FOR PATIENTS AND FAMILIES.HEALTH NEW ENGLAND (HNE), BASED IN SPRINGFIELD, MASSACHUSETTS, IS A NOT-FOR-PROFIT HEALTH PLAN SERVING MEMBERS IN MASSACHUSETTS AND CONNECTICUT. A WHOLLY OWNED SUBSIDIARY OF BAYSTATE HEALTH, HNE OFFERS COMMERCIAL, MEDICAID, AND MEDICARE SUPPLEMENTAL COVERAGE AND HAS BEEN A TRUSTED COMMUNITY HEALTH PARTNER FOR OVER 40 YEARS.BAYSTATE HEALTH IS COMMITTED TO REDUCING HEALTH DISPARITIES IN GREATER SPRINGFIELD AND HAS INVESTED SIGNIFICANT RESOURCES IN ITS THREE COMMUNITY-BASED HEALTH CENTERS LOCATED IN SPRINGFIELD'S LOW-INCOME NEIGHBORHOODS THAT HAVE BOTH HPSA AND MUA/MUP DESIGNATION. THE HEALTH CENTERS ARE PRIMARY CARE FIRST-CONTACT SITES FOR THOUSANDS OF UNDERSERVED, LOW-INCOME PEOPLE. IN FY 2025, HEALTH CENTERS PROVIDED CARE TO 26,251 UNDUPLICATED PATIENTS THROUGH 81,163 ENCOUNTERS. THE BULK OF THESE ENCOUNTERS SERVED OUR MEDICAID PATIENTS (60% OF VISITS), WITH MEDICARE BENEFICIARIES BEING THE SECOND LARGEST GROUP SERVED (29% OF ENCOUNTERS). THROUGH THE VARIOUS SPONSORED PROGRAMS (GRANTS), BMC CAN PROVIDE ENHANCED SERVICES SUCH AS HIV/STI/HEP C SCREENING AND TREATMENT TO HIGH RISK, VULNERABLE POPULATIONS WHO SHARE A DISPROPORTIONATE BURDEN OF CERTAIN DISEASES.THE BAYSTATE MASON SQUARE NEIGHBORHOOD HEALTH CENTER COMMUNITY ADVISORY BOARD (CAB), MADE UP OF PATIENTS, STAFF, AND COMMUNITY MEMBERS, ENSURES COMMUNITY VOICES GUIDE CARE. THE BOARD ADDRESSES HEALTH INEQUITIES, CONNECTS RESIDENTS TO RESOURCES, SUPPORTS INITIATIVES LIKE MEN'S HEALTH AWARENESS DAY, ANNUAL SICKLE CELL DINNER, NATIONAL HEALTH CENTER WEEK, AND PROVIDES GUIDANCE ON USING BAYSTATE HEALTH RESOURCES. SERVING AS A BRIDGE BETWEEN THE HEALTH CENTER AND THE COMMUNITY, THE CAB ALSO SUPPORTS PROGRAMS TARGETING SOCIAL DETERMINANTS OF HEALTH.BEHEALTHY PARTNERSHIP (BHP), BAYSTATE HEALTH'S MEDICAID ACCOUNTABLE CARE ORGANIZATION, SERVES OVER 46,000 MEMBERS ACROSS HAMPDEN, HAMPSHIRE, AND FRANKLIN COUNTIES. IN ITS EIGHTH YEAR, BHP ADVANCED CLINICAL INNOVATION, INTEROPERABILITY, HEALTH EQUITY, AND COMMUNITY LINKAGE PROGRAMS, INCLUDING HEALTH-RELATED SOCIAL NEEDS (HRSN) INITIATIVES, TELEHEALTH EXPANSION, AND INTEGRATED MEDICAL-SOCIAL SUPPORT STRATEGIES.THROUGH ITS INTEGRATED SYSTEM, BAYSTATE HEALTH COMBINES HOSPITAL, PHYSICIAN, HOME CARE, HOSPICE, AND INSURANCE SERVICES TO IMPROVE COMMUNITY HEALTH, ADVANCE EQUITY, AND SUPPORT POPULATION HEALTH STRATEGIES ALIGNED WITH BAYSTATE HEALTH STRATEGY 2030.IN ADDITION TO THE BRIEF DESCRIPTIONS OF THE AFFILIATED ENTITIES ABOVE, THE INFORMATION BELOW SPEAKS ABOUT THE ACTIVITIES OF BAYSTATE HEALTH AND ITS AFFILIATES REGARDING PROMOTION OF COMMUNITY HEALTH.MEDICAL AND HEALTH PROFESSIONS EDUCATIONBAYSTATE HEALTH IS AN ACADEMIC HEALTH SYSTEM THAT HAS BEEN INVOLVED IN MEDICAL EDUCATION FOR MORE THAN A CENTURY. ANNUALLY, OVER 450 MEDICAL STUDENTS, RESIDENTS, AND FELLOWS PARTICIPATE IN EDUCATIONAL TRAINING PROGRAMS ACROSS BAYSTATE HEALTH. OUR INSTITUTION PROVIDES A WIDE RANGE OF ACGME-ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS ACROSS VARIOUS SPECIALTIES, FOSTERING CLINICAL EXCELLENCE AND LEADERSHIP IN MEDICAL INNOVATION. ADDITIONALLY, THE INSTITUTION OFFERS OTHER FELLOWSHIP AND HEALTHCARE PROFESSIONS TRAINING PROGRAMS (INCLUDING PHARMACY AND MIDWIFERY) UNDERSCORING ITS COMMITMENT TO LIFELONG LEARNING, ADVANCEMENT IN HEALTHCARE DELIVERY, AND DELIVERING EXCEPTIONAL CARE TO THE PATIENTS AND COMMUNITIES WE SERVE. OVER 1,500 NURSING AND ALLIED HEALTH STUDENTS FROM LOCAL COLLEGES AND UNIVERSITIES COMPLETE CLINICAL TRAINING EACH YEAR AT BAYSTATE HEALTH AS PART OF THEIR ASSOCIATE, BACCALAUREATE, MASTER'S, AND POST-DOCTORAL WORK. THESE EXPERIENCES PROVIDE STUDENTS WITH HANDS-ON EXPERIENCE IN REAL-WORLD CLINICAL SETTINGS, HELPING TO STRENGTHEN THE FUTURE HEALTHCARE WORKFORCE WHILE CONTRIBUTING TO THE DELIVERY OF COMPASSIONATE, HIGH-QUALITY CARE TO THE COMMUNITIES WE SERVE. BAYSTATE HEALTH IS A NATIONALLY ACCREDITED PROVIDER OF CONTINUING EDUCATION FOR THE ENTIRE TEAM OF HEALTH CARE PROFESSIONALS. CONTINUING EDUCATION IS PROVIDED THROUGH REGIONAL CONFERENCES, GRAND ROUNDS, AND INTERNET COURSES. BAYSTATE GREENFIELD FAMILY MEDICINE RESIDENCY AT UMASS CHAN MEDICAL SCHOOL - BAYSTATE IS BASED OUT OF THE GREENFIELD FAMILY MEDICINE PRACTICE IN FRANKLIN COUNTY, THE FMR IS THE ONLY FAMILY MEDICINE TRAINING PROGRAM IN WESTERN MASSACHUSETTS AND IS A TEAM OF FAMILY PHYSICIANS WITH A DEFINED MISSION TO PREPARE HEALTH PROFESSIONALS TO CARE FOR THE UNDERSERVED, RURAL POPULATIONS OF THE AREA. AS A NEWER PROGRAM, THE FIRST GRADUATION WAS CELEBRATED IN JUNE OF 2024. THE PROGRAM CURRENTLY HAS 14 FAMILY MEDICINE RESIDENTS. OUR CORE FACULTY WITH DECADES OF EXPERIENCE IN COMMUNITY AND ACADEMIC MEDICINE HAVE CREATED A CURRICULUM TAILORED TOWARDS THE BROAD SCOPE OF OUTPATIENT PRIMARY CARE AND RESIDENT WELL-BEING. BY BUILDING THE PROGRAM FROM THE GROUND UP, THE MOST MODERN AND PROGRESSIVE CONCEPTS OF WHAT FAMILY MEDICINE IS TODAY AND WILL BE IN THE FUTURE HAVE BEEN INTEGRATED.THE BAYSTATE SPRINGFIELD EDUCATIONAL PARTNERSHIP (BSEP) IS BAYSTATE HEALTH'S FLAGSHIP PROGRAM FOR SPRINGFIELD HIGH SCHOOL STUDENTS, PROVIDING MENTORSHIP, CAREER EXPLORATION, AND HANDS-ON HEALTHCARE EXPERIENCE TO DIVERSIFY THE LOCAL WORKFORCE. THROUGH JOB SHADOWING, SUMMER INTERNSHIPS, AND PARTNERSHIPS WITH INSTITUTIONS LIKE SPRINGFIELD TECHNICAL COMMUNITY COLLEGE, BSEP HAS SERVED OVER 4,700 STUDENTS SINCE 2007, AWARDED MORE THAN $915,000 IN SCHOLARSHIPS, AND HELPED OVER 500 ALUMNI SECURE CAREERS AT BAYSTATE HEALTH.BAYSTATE HEALTH CONTINUES TO OFFER A ROBUST NURSE RESIDENCY PROGRAM. THE PROGRAM IS A 10-MONTH LONG PROGRAM FOR REGISTERED NURSES WITH LESS THAN 10 MONTHS EXPERIENCE, OFFERING PRACTICE-BASED EXPERIENCE, IN-DEPTH LEARNING, AND ONGOING PROFESSIONAL DEVELOPMENT. BAYSTATE HEALTH'S NURSE RESIDENCY PROGRAM SUCCESSFULLY ACHIEVED REACCREDITATION IN AUGUST 2025 AS A PRACTICE TRANSITION PROGRAM BY THE AMERICAN NURSES CREDENTIALING CENTER'S (ANCC) COMMISSION ON ACCREDITATION. BAYSTATE HEALTH OFFERS A TUITION ASSISTANCE PROGRAM THAT AFFORDS THE IRS MAX ALLOWABLE BENEFIT OF $5,200 FOR FULL-TIME EMPLOYEES. EMPLOYEES CAN FILE FOR REIMBURSEMENT FOR TUITION OR APPROVED EDUCATIONAL EXPENSES SUCH AS BOOKS AND LAB FEES. FOR FISCAL YEAR 2025, 364 EMPLOYEES ACROSS ALL OCCUPATIONS EXCEPT PHYSICIANS WERE ELIGIBLE TO PARTICIPATE AND RECEIVED $1.5M IN BENEFITS.BAYSTATE HEALTH IN PARTNERSHIP WITH THE MASS HIRE HAMPDEN COUNTY ENROLLED 25 REGISTERED APPRENTICES IN HEALTHCARE OCCUPATIONS SUCH AS CERTIFIED MEDICAL ASSISTANT AND OPERATIONS ASSOCIATE/MONITOR TECHNICIAN. WE ALSO COMPLETED OUR FIRST REGISTERED APPRENTICESHIP FOR MRI TECHNICIANS IN FY2025.BAYSTATE HEALTH HOSPITALS EACH HAVE A PATIENT & FAMILY ADVISORY COUNCIL (PFAC) COMPOSED OF PATIENTS, FAMILY MEMBERS, COMMUNITY MEMBERS, AND STAFF WHO REPRESENT THE COLLECTIVE PATIENT AND FAMILY PERSPECTIVE. THE PFAC'S MISSION IS TO PROMOTE HIGH-QUALITY, SAFE, AND POSITIVE HEALTHCARE EXPERIENCES BY OFFERING INSIGHTS AND RECOMMENDATIONS ON HOSPITAL SERVICES, PROGRAMS, AND PRACTICES. IT FOSTERS UNDERSTANDING OF CARE THROUGH THE PATIENT AND FAMILY LENS, STRENGTHENS PARTNERSHIPS WITH STAFF, COMMUNICATES NEEDS AND FEEDBACK TO HOSPITAL LEADERSHIP, CONTRIBUTES TO PROVIDER EDUCATION, AND SERVES AS A VITAL LINK BETWEEN THE HOSPITALS AND THE COMMUNITY.THE MARK R. TOLOSKY BAYSTATE NEIGHBORS PROGRAM, NAMED IN HONOR OF BAYSTATE HEALTH'S FORMER PRESIDENT AND CEO, SUPPORTS TEAM MEMBERS AND PROMOTES HOMEOWNERSHIP IN COMMUNITIES NEAR OUR HOSPITALS. SINCE 1999, THE PROGRAM HAS INVESTED $2,624,470 THROUGH 363 FORGIVABLE LOANS, HELPING EMPLOYEES AND THEIR FAMILIES PURCHASE HOMES ACROSS BAYSTATE'S SERVICE AREAS, INCLUDING SPRINGFIELD (326), GREENFIELD (14), WARE (15), PALMER (3), AND WESTFIELD (5).THE BAYSTATE MEDICAL CENTER'S MIDWIFERY EDUCATION PROGRAM GRADUATED FIVE STUDENTS IN 2025. FOUR GRADUATES HAVE SUCCESSFULLY PASSED THEIR CERTIFICATION BOARD EXAM AND ARE EMPLOYED AS CERTIFIED NURSE-MIDWIVES IN SPRINGFIELD, MA; ALBANY, NY; NORTHAMPTON, MA; AND PROVIDENCE, RI. THE BAYSTATE MEDICAL CENTER MIDWIFERY EDUCATION PROGRAM CONTINUES TO SUPPORT AREA WORKFORCE, WITH PROGRAM ALUMNI COMPRISING 30% OF CNMS EMPLOYED IN PRACTICES IN SPRINGFIELD AND SURROUNDING AREAS. THERE ARE CURRENTLY 8 STUDENTS ENROLLED FULL-TIME AND THE NEWLY CREATED PART-TIME COURSE OF STUDY. NEW THIS YEAR, BAYSTATE MIDWIFERY STUDENTS MAY CONCURRENTLY ENROLL IN MASTER'S COMPLETION COURSES WITH THE UNIVERSITY OF MASSACHUSETTS AMHERST.IN PARTNERSHIP WITH THE UNIVERSITY OF MASSACHUSETTS CHAN MEDICAL SCHOOL, BAYSTATE HEALTH SERVES AS THE REGIONAL CAMPUS FOR THE POPULATION-BASED URBAN AND RURAL COMMUNITY HEALTH (PURCH) TRACK. THE PURCH TRACK IS A COMMUNITY-ENGAGED MEDICAL EDUCATION CURRICULUM THAT PREPARES MEDICAL STUDENTS TO BECOME THOUGHTFUL, EFFECTIVE LEADERS EQUIPPED WITH THE KNOWLEDGE, SKILLS, AND ATTITUDES TO DELIVER HIGH-QUALITY CARE AND ADVOCATE FOR THE NEEDS OF COMMUNITIES IMPACTED BY COMPLEX HEALTH CHALLENGES. THE PURCH TRACK INTEGRATES COMMUNITY IDENTIFIED PRINCIPLES, IMMERSES STUDENTS IN SURROUNDING COMMUNITIES, AND CULTIVATES A COMMUNITY OF PRACTICE. THROUGH A COMBINATION OF CLASSROOM LEARNING AND HANDS-ON CLINICAL EXPERIENCES ACROSS VARIOUS SETTINGS, STUDENTS ARE GUIDED BY EXPERT FACULTY WITH SPECIALIZED EXPERTISE IN POPULATION HEALTH AND MEDICAL EDUCATION. A UNIQUE FEATURE OF THE PROGRAM IS THE BAYSTATE COMMUNITY FACULTY (BCF), NON-PHYSICIAN VOLUNTEERS WHO PROVIDE REAL-WORLD PERSPECTIVES AND LIVED-EXPERIENCE INSIGHTS, ENRICHING STUDENT LEARNING AND STRENGTHENING CONNECTIONS TO THE COMMUNITIES SERVED.THE UMASS CHAN-BAYSTATE REGIONAL MEDICAL SCHOOL CAMPUS AIMS TO INCREASE ACCESS TO STUDENTS IN MASSACHUSETTS SEEKING AN AFFORDABLE MEDICAL EDUCATION THROUGH ITS PARTNERSHIP WITH UMASS CHAN MEDICAL SCHOOL AND TO RESPOND TO THE HEALTH CARE NEEDS OF THE COMMONWEALTH BY INCREASING THE NUMBER OF MASSACHUSETTS PHYSICIANS TRAINED IN URBAN AND RURAL PRIMARY CARE. AS OF 2025, THE PURCH TRACK HAS GRADUATED 110 STUDENTS. OF THESE GRADUATES, 61% HAVE ENTERED PRIMARY CARE RESIDENCY PROGRAMS, 33% OF OUR GRADUATES PURSUED RESIDENCY OPPORTUNITIES IN MASSACHUSETTS AND 11% HAVE REMAINED AT BAYSTATE HEALTH FOR RESIDENCY TRAINING.FAMILY EDUCATION AND NEWBORN CARE PROGRAMSBAYSTATE HEALTH AND ITS AFFILIATES SUPPORT FAMILIES ACROSS WESTERN MASSACHUSETTS WITH ACCESSIBLE EDUCATIONAL RESOURCES, INCLUDING PRENATAL AND POSTNATAL CHILDBIRTH CLASSES, BREASTFEEDING INSTRUCTION, INFANT SAFETY COURSES, AND A POSTPARTUM ADVICE PHONE LINE. MANY OFFERINGS ARE FREE OR LOW-COST, AND NO FAMILY IS TURNED AWAY DUE TO INABILITY TO PAY. THE BAYSTATE MEDICAL CENTER PARENT EDUCATION TEAM ALSO COLLABORATES WITH COMMUNITY ORGANIZATIONS AND PARTICIPATES IN LOCAL EVENTS TO CONNECT FAMILIES WITH INFORMATION AND RESOURCES THROUGHOUT PREGNANCY, BIRTH, AND EARLY PARENTHOOD.BAYSTATE MEDICAL CENTER'S ROOMING IN PROGRAM ENHANCES CARE FOR NEWBORNS PHYSIOLOGICALLY DEPENDENT ON OPIOIDS AND THEIR MOTHERS. ELIGIBLE BABIES REMAIN WITH THEIR PARENT OR FAMILY IN A PRIVATE ROOM DURING TREATMENT, PROMOTING BONDING AND BREASTFEEDING WHILE REDUCING THE NEED FOR PHARMACOLOGICAL INTERVENTION. PARENTS RECEIVE EDUCATION BEFORE AND AFTER BIRTH, EMPOWERING THEM TO CARE FOR THEIR BABIES AND SUPPORTING SHORTER HOSPITAL STAYS AND IMPROVED OUTCOMES.MOMS DO CARE EMPOWER PROGRAM AT BAYSTATE FRANKLIN MEDICAL CENTER SUPPORTS PREGNANT AND POSTPARTUM WOMEN WITH SUBSTANCE USE DISORDERSINCLUDING OPIOIDS, STIMULANTS, THC, AND ALCOHOLHELPING THEM HAVE HEALTHY BABIES AND PURSUE HEALTHIER FUTURES. FUNDED THROUGH 2028 BY THE STATE OPIOID RESPONSE PROGRAM VIA SAMHSA AND THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, THE PROGRAM PROVIDES A MEDICAL AND BEHAVIORAL HEALTH HOME, PEER SUPPORT FROM RECOVERY COACHES, AND DOULA SERVICES. DOULAS WORK ALONGSIDE THE BAYSTATE FRANKLIN MEDICAL CENTER BIRTHPLACE TEAM TO SUPPORT ROOMING IN, BREASTFEEDING, AND THE EAT-SLEEP-CONSOLE APPROACH FOR NEONATES EXPERIENCING NEONATAL ABSTINENCE OR OPIOID WITHDRAWAL SYNDROME.MOMS DO CARE EMPOWER ALSO OFFERS CARE COORDINATION AND SERVICE NAVIGATION THROUGH OBSTETRIC AND MIDWIFERY PROVIDERS AND A LICENSED SOCIAL WORKER. THE PROGRAM CURRENTLY SERVES APPROXIMATELY 30 WOMEN AND FAMILIES ANNUALLY IN FRANKLIN COUNTY, PROVIDING COMPREHENSIVE, EVIDENCE-BASED SUPPORT FROM PREGNANCY THROUGH THREE YEARS POSTPARTUM. THE BAYSTATE FAMILY ADVOCACY CENTER (BFAC) OF BAYSTATE HEALTH IS A NATIONALLY ACCREDITED CHILDREN'S ADVOCACY CENTER SERVING CHILDREN AND FAMILIES ACROSS WESTERN MASSACHUSETTS IMPACTED BY ABUSE, VIOLENCE, AND LOSS. IN PARTNERSHIP WITH COMMUNITY ORGANIZATIONS, BFAC PROVIDES CULTURALLY RESPONSIVE, COORDINATED CARE FOLLOWING FORENSIC INTERVIEWS, MEDICAL ASSESSMENTS, OR HOTLINE CALLSOFFERING CASE MANAGEMENT, MEDICAL EVALUATION, AND TRAUMA-INFORMED MENTAL HEALTH SERVICES FOR CHILDREN, YOUTH (AGES 024), AND THEIR FAMILIES. THE CENTER ALSO DELIVERS TRAINING ON TRAUMA, VIOLENCE PREVENTION, AND RESILIENCE TO SCHOOLS AND COMMUNITY PARTNERS. SPECIALIZED PROGRAMS INCLUDE BUILDING RESILIENCY IN YOUNG CHILDREN (BRYC) FOR EARLY CHILDHOOD TRAUMA, HOMICIDE AND SUICIDE BEREAVEMENT SUPPORT, AND THE ONE MISSION PROGRAM FOR YOUTH AFFECTED BY OR AT RISK OF HUMAN TRAFFICKING - ENSURING FAMILIES RECEIVE COMPREHENSIVE SUPPORT, HEALING, AND GUIDANCE AT EVERY STAGE OF RECOVERY.BAYSTATE HEALTH OFFERED FREE PHYSICIAN-LED EDUCATION PROGRAMS INCLUDING VIRTUAL EVENTS FOCUSED ON IMPORTANT HEALTH TOPICS SUCH AS BREAST CANCER AWARENESS, HEART HEALTH, AND STROKE. BAYSTATE HEALTH BEAT, A FREE MONTHLY E-NEWSLETTER WITH OVER 6,000 SUBSCRIBERS, PROVIDES VALUABLE HEALTH ARTICLES, INSPIRING PATIENT STORIES, AND INVITATIONS TO VIRTUAL EVENTS. CONTENT WITH TIPS AND RESOURCES FOR LEARNING MORE WAS ROUTINELY SHARED ACROSS BAYSTATE'S THREE MAIN SOCIAL MEDIA CHANNELS, WITH A COMBINED AUDIENCE OF OVER 65,000 FOLLOWERS. POSTS OFTEN ADDRESSED THEMES RELATED TO HEALTH AWARENESS MONTHS OR SEASONALLY RELEVANT TOPICS, SUCH AS INSECT-BORNE ILLNESSES OR HAND HYGIENE. PHYSICIANS AND OTHER CLINICIANS SERVED AS SUBJECT MATTER EXPERTS IN LOCAL TELEVISION NEWS INTERVIEWS, DISCUSSING TOPICS SUCH AS PACKING HEALTHY SCHOOL LUNCHES, NEW SCREENING GUIDELINES ANNOUNCED BY HEALTH ADVOCACY ORGANIZATIONS, AND DISEASE PREVENTION.SINCE 1994, RAYS OF HOPE (ROH) HAS SUPPORTED INDIVIDUALS FACING BREAST CANCER, WALKING ALONGSIDE THEM THROUGH DIAGNOSIS, TREATMENT, AND SURVIVORSHIP. THROUGH THE BAYSTATE HEALTH BREAST NETWORK, ROH PROVIDES COMPREHENSIVE CARE BY FUNDING STATE-OF-THE-ART EQUIPMENT, SUPPORTING BREAST CANCER RESEARCH AT THE RAYS OF HOPE CENTER FOR BREAST CANCER RESEARCH, AND OFFERING BREAST HEALTH PROGRAMS, OUTREACH, AND EDUCATION ACROSS WESTERN MASSACHUSETTS. ROH ALSO AWARDS GRANTS TO COMMUNITY PARTNERS FOR COMPLEMENTARY THERAPIES AND CANCER SUPPORT PROGRAMS. TO DATE, RAYS OF HOPE HAS RAISED OVER $17.7 MILLION, WITH EVERY DOLLAR STAYING WITHIN WESTERN MASSACHUSETTS TO DIRECTLY BENEFIT THE LOCAL COMMUNITY.IN 2025, BAYSTATE HEALTH PROVIDED OVER 290,000 SPOKEN AND SIGNED LANGUAGE INTERPRETER SESSIONS, IMPROVING PATIENT UNDERSTANDING, ACCESS, AND EQUITY IN CARE. SERVICES INCLUDE IN-PERSON, TELEPHONIC, AND VIDEO INTERPRETATION. ADDITIONALLY, NATIONALLY CERTIFIED TRANSLATORS COMPLETED MORE THAN 9,000 PAGES OF PATIENT MATERIALS AND INSTRUCTIONS, ENSURING THAT PATIENTS RECEIVE CLEAR, ACCURATE INFORMATION IN THEIR PREFERRED LANGUAGE TO SUPPORT INFORMED CARE AND SELF-MANAGEMENT.SEE ALSO ADDITIONAL INFORMATION REGARDING BAYSTATE HEALTH, INC. AND ITS AFFILIATE'S PROMOTION OF COMMUNITY HEALTH ABOVE IN LINE 4.PART VI, LINE 7, LIST OF STATES RECEIVING COMMUNITY BENEFIT REPORT:MA 1 BAYSTATE HEALTH 759 CHESTNUT STREET SPRINGFIELD MA 01199 042105941 501(C)(3) 2570339 0 STRATEGIC INITIATIVES CHD CANCER HOUSE OF HOPE INC 86 COURT ST WESTFIELD MA 01085 043298631 501(C)(3) 30000 0 FUNDING EXPENSES OF THE MOST WELL-ATTENDED CHH PROGRAMMING UTILIZED BY WOMEN WITH BREAST CANCER YMCA OF GREATER SPRINGFIELD 1550 MAIN STREET SPRINGFIELD MA 01115 041859893 501(C)(3) 38670 0 FUNDING PARTICIPATION FOR BREAST CANCER SURVIVORS IN THE LIVESTRONG PROGRAM. LIVESTRONG AT THE Y IS A 12-WEEK EXERCISE PROGRAM FOR ADULT CANCER SURVIVORS IN ANY STAGE OF THEIR SURVIVORSHIP JOURNEY. THIS PROGRAM HELPS BUILD STRENGTH, ENDURANCE, FLEXIBILITY AND BALANCE TO HELP CANCER SURVIVORS GET STRONGER, FEEL BETTER AND GET BACK TO WHERE THEY WANT TO BE. THE GROUP SETTING PROVIDES CONNECTIONS WITH OTHER CANCER SURVIVORS, WHICH CAN BE EQUALLY IMPORTANT AS THE PHYSICAL COMPONENT. PARADISE CITY DRAGON BOAT PO BOX 1557 NORTHAMPTON MA 01060 812084290 501(C)(3) 17542 0 RAYS OF HOPE AWARD VIA OUR COMMUNITY GRANT PROGRAM TO SUPPORT SURVIVORS IN THE COMMUNITY PIONEER VALLEY RIVERFRONT CLUB PO BOX 3123 SPRINGFIELD MA 01101 260251831 501(C)(3) 12008 0 RAYS OF HOPE AWARD VIA OUR COMMUNITY GRANT PROGRAM TO SUPPORT SURVIVORS IN THE COMMUNITY YMCA 451 MAIN STREET GREENFIELD MA 01301 042126585 501(C)(3) 10000 0 RAYS OF HOPE AWARD VIA OUR COMMUNITY GRANT PROGRAM TO SUPPORT SURVIVORS IN THE COMMUNITY COMMUNITY ACTION OF PIONEER VALLEY 393 MAIN ST GREENFIELD MA 01301 042384972 501(C)(3) 25000 0 COMMUNITY BENEFIT GRANT FOR 413CARES CAPACITY BUILDING INTO FRANKLIN COUNTY COMMUNITY LEGAL AID INC 370 MAIN ST SUITE 200 WORCESTER MA 01608 042446242 501(C)(3) 25000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR FAMILY PRESERVATION PROJECT ECONOMIC DEVELOPMENT COUNCIL 1441 MAIN ST STE 132 SPRINGFIELD MA 01103 043237124 501(C)(3) 100000 0 COMMUNITY BENEFIT GRANT FOR ANCHOR COLLABORATIVE FOLLOW MY STEPS FOUNDATION INC 33 HASKIN STREET SPRINGFIELD MA 01109 852648252 501(C)(3) 50000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR STEPS TO EMPOWERMENT PROGRAM (YOUTH MENTAL HEALTH AND WELL-BEING INITIATIVE) HILLTOWN COMMUNITY DEVELOPMENT CORP PO BOX 17 CHESTERFIELD MA 01012 042741009 501(C)(3) 15000 0 COMMUNITY BENEFITS GRANT LATINO COUNSELING CENTER 121 STATE ST SPRINGFIELD MA 01103 832414372 501(C)(3) 75000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR MINDFUL CONNECTIONS (YOUTH MENTAL HEALTH AND WELL-BEING INITIATIVE) MARTIN LUTHER KING JR FAMILY SERVICES 106 WILBRAHAM RD SPRINGFIELD MA 01109 042647035 501(C)(3) 100000 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR BEAT THE ODDS INITIATIVE (YOUTH MENTAL HEALTH AND WELL-BEING INITIATIVE) NEW NORTH CITIZENS' COUNCIL 2455 MAIN ST SPRINGFIELD MA 01107 237371934 501(C)(3) 56500 0 COMMUNITY BENEFITS GRANT - NORTH END COMMUNITY CONNECTS SPRINGFIELD PRIDE PARADE ORGANAZATION PO BOX 30276 SPRINGFIELD MA 01103 871620696 501(C)(3) 69828 0 BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR SAFE SPACE PROGRAM (YOUTH MENTAL HEALTH AND WELL-BEING INITIATIVE) 15 0 PART I, LINE 2: BAYSTATE MEDICAL CENTER, INC. MAINTAINS A CLOSE RELATIONSHIP WITH ITS GRANTEES, WHICH INCLUDE BAYSTATE HEALTH, INC. (BH). THROUGH THIS CLOSE RELATIONSHIP, MANAGEMENT IS ABLE TO ENSURE THE GRANTED MONEY IS USED FOR THE INTENDED PURPOSES. 0 1 0 0 0 1 0 1 0 PETER D BANKO TRUSTEE/PRESIDENT & CEO - BH 0 988761 0 514000 0 11954 0 214052 0 18950 0 1747717 0 0 MARK A KEROACK MD FORMER TRUSTEE/PRESIDENT & CEO - BH 0 782776 0 461744 0 310130 0 18975 0 14075 0 1587700 0 4350 RAYMOND MCCARTHY SVP, CFO & TREAS BH (THRU 4/22/25) 0 719349 0 309758 0 250470 0 29325 0 26733 0 1335635 0 4350 SAMUEL SKURA FORMER PRESIDENT BMC, SVP 0 733793 0 364537 0 36604 0 43378 0 11361 0 1189673 0 0 NICOLAS JABBOUR MD TRUSTEE/CHAIR DEPT. OF SURGERY 792778 0 172092 0 90872 0 22425 0 39319 0 1117486 0 0 0 DOUGLAS SALVADOR MD SVP/CQO BH, CMO BMC (THRU 10/23/24) 0 440147 0 225409 0 154075 0 20700 0 34545 0 874876 0 4350 RONALD P BRYANT PRES AND COO - BMC (AS OF 10/1/24) 0 502343 0 111189 0 62259 0 25875 0 32103 0 733769 0 4350 WAYNE DUKE MD TTEE (THRU 12/31/24)/ASSOCIATE PATHO 473407 0 47251 0 40059 0 29325 0 25248 0 615290 0 0 0 PETER LINDENAUER MD CHAIR, HEALTHCARE DELIVERY & POPULAT 372221 0 66617 0 31175 0 29325 0 18837 0 518175 0 4350 0 PETER FRIEDMANN MD ASSOC DEAN CHIEF RES OFFICER (THRU 2/2/25) 373251 0 67123 0 35282 0 17250 0 22558 0 515464 0 4350 0 JOANNE MILLER VP/CHIEF NURSING OFF. (THRU 9/12/25) 0 404716 0 67610 0 6135 0 22425 0 13741 0 514627 0 0 LAURIE MARTIN CFO & TREASURER - BH (AS OF 4/22/25) 0 320152 0 58696 0 8525 0 28947 0 26285 0 442605 0 0 JASMINE J PAADAM MD CIS PHYSICIAN LEADER 324564 0 31062 0 1809 0 19564 0 2019 0 379018 0 0 0 STUART ANFANG MD TTEE (AS OF 1/1/25)/CHIEF ADULT PSYC 245322 0 44517 0 32069 0 21052 0 28850 0 371810 0 0 0 AARON J MICHELUCCI INTERIM SENIOR DIR. (THRU 5/16/25) 266969 0 47872 0 938 0 19654 0 33757 0 369190 0 0 0 ADAM GARRETSON MD CIS PHYSICIAN LEADER 259755 0 33311 0 7108 0 16094 0 27540 0 343808 0 0 0 KRISTIN R DELANEY CLERK/DIRECTOR STRATEGY 0 165278 0 14257 0 1512 0 12100 0 16886 0 210033 0 0 AKINYELE K LOVELACE DO VICE CHAIR (AS OF 1/1/25)/TTEE/PER D 92520 0 0 0 0 0 1388 0 0 0 93908 0 0 0 SARA ROURKE MD TTEE/PER DIEM URGENT CARE PHYSICIAN 31125 0 0 0 0 0 467 0 0 0 31592 0 0 0 PART I, LINE 6 BAYSTATE MAINTAINS A VARIABLE COMPENSATION PROGRAM FOR CERTAIN SENIOR LEADERS THAT INCLUDES A PERFORMANCE-BASED COMPONENT TIED IN PART TO ORGANIZATIONAL MARGIN. THE PROGRAM IS ADMINISTERED UNDER AN ESTABLISHED FORMULA THAT IS APPLIED CONSISTENTLY TO DETERMINE AWARDS. ALTHOUGH THE COMPENSATION ARRANGEMENT IS NOT SET FORTH IN INDIVIDUAL EMPLOYMENT CONTRACTS, THE VARIABLE COMPENSATION IS CONTINGENT UPON ACHIEVEMENT OF SPECIFIED PERFORMANCE OBJECTIVES, INCLUDING MARGIN-RELATED TARGETS, AND IS DETERMINED IN WHOLE OR IN PART BY THE NET EARNINGS OF THE ORGANIZATION. PART I, LINE 7 BAYSTATE PROVIDES VARIABLE COMPENSATION TO CERTAIN LISTED PERSONS UNDER AN ESTABLISHED COMPENSATION PROGRAM. THE AMOUNT OF VARIABLE COMPENSATION IS DETERMINED USING PRE-ESTABLISHED FORMULAS AND PERFORMANCE CRITERIA APPLIED CONSISTENTLY BY THE ORGANIZATION; HOWEVER, THE COMPENSATION ARRANGEMENTS ARE NOT GENERALLY SET FORTH IN INDIVIDUAL EMPLOYMENT CONTRACTS. PART I, LINE 3: THE COMPENSATION COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS) HAS BEEN APPOINTED THROUGH BOARD RESOLUTION AS THE HUMAN RESOURCES COMMITTEE OF THE FILING ORGANIZATION. THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF THE FILING ORGANIZATION. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE PRESIDENT WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE PRESIDENT IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA. THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. AND ALL SUCH DELIBERATIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY. PART I, LINE 4B: STUART ANFANG, MD - SUPPLEMENTAL RETIREMENT OF $4,222 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2024. SUPPLEMENTAL RETIREMENT OF $4,210 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. PETER D. BANKO - SUPPLEMENTAL RETIREMENT OF $196,802 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. RONALD P. BRYANT - SUPPLEMENTAL RETIREMENT OF $19,514 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $15,164 EARNED AND PAID IN 2024 AND $4,350 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $5,175 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. WAYNE DUKE, MD - SUPPLEMENTAL RETIREMENT OF $12,832 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2024. SUPPLEMENTAL RETIREMENT OF $5,175 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. PETER FRIEDMANN, MD - SUPPLEMENTAL RETIREMENT OF $8,426 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $4,409 EARNED AND PAID IN 2024 AND $4,350 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. NICHOLAS JABBOUR, MD - SUPPLEMENTAL RETIREMENT OF 49,500 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2024. SUPPLEMENTAL RETIREMENT OF $5,175 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. MARK A. KEROACK, MD - SUPPLEMENTAL RETIREMENT OF $198,902 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $194,552 EARNED AND PAID IN 2024 AND $4,350 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. LAURIE MARTIN - SUPPLEMENTAL RETIREMENT OF 5,108 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. RAYMOND MCCARTHY - SUPPLEMENTAL RETIREMENT OF $194,402 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $190,052 EARNED AND PAID IN 2024 AND $4,350 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $5,175 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. PETER LINDENAUER, MD - SUPPLEMENTAL RETIREMENT OF $4,295 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2024. SUPPLEMENTAL RETIREMENT OF $5,175 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. JOANNE MILLER SUPPLEMENTAL RETIREMENT OF $5,175 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. DOUGLAS SALVADOR, MD - SUPPLEMENTAL RETIREMENT OF $105,031 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $105,031 EARNED AND PAID IN 2024 AND $4,350 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SAMUEL SKURA - SUPPLEMENTAL RETIREMENT OF $26,128 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2024. A MA HEALTH & EDUC FACIL AUTHORITY 042456011 57586EKC4 2009-06-25 198611250 MHEFA SERIES IJK - SEE PART VI 0 0 0 B MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2021-08-31 19099659 MDFA SERIES L - SEE PART VI 0 0 0 C MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2012-08-09 40137000 MDFA SERIES M - SEE PART VI 0 0 0 D MA DEVELOPMENT FINANCE AGENCY 043431814 57583UN79 2014-11-06 60742119 MDFA SERIES N - SEE PART VI 0 0 0 A 75380000 199122425 1845403 93479 132183543 65000000 2012 1 0 1 1 B 19099659 19099659 2021 1 0 1 1 C 19320000 40137000 229661 39907339 2004 1 0 1 1 D 3165000 60786027 753513 60032514 2016 0 0 1 1 A 0 0 1 1 1 1 0.00080 0.00010 0.00090 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 1 0 0 1 0 0 0 1 C 0 0 1 0 1 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: MA HEALTH & EDUC. FACIL. AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/24/2012 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/09/2017 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/11/2019 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/21/2022 BOND ISSUES SUPPLEMENTAL INFORMATION: A. MHEFA SERIES I, J-1, J-2, K-1, K-2 : PART I, DESCRIPTION OF PURPOSE PER THE OFFICIAL STATEMENT, THE PURPOSE OF THE BOND PROCEEDS IS: (I) TO PAY A PORTION OF THE COSTS ASSOCIATED WITH THE ACQUISITION OF LAND, SITE DEVELOPMENT, CONSTRUCTION OR ALTERATION OF BUILDINGS OR THE ACQUISITION OR INSTALLATION OF FURNISHINGS AND EQUIPMENT, REFINANCING OF, OR ANY COMBINATION OF THE FOREGOING, IN CONNECTION WITH THE CONSTRUCTION, IMPROVEMENT, EQUIPPING, AND OTHER RELATED CAPITAL EXPENDITURES OF A SEVEN-STORY, APPROXIMATELY 599,100 GROSS SQUARE FOOT PRIMARILY INPATIENT BUILDING LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS, INCLUDING DEMOLITION AND SITE WORK, WHICH BUILDING WILL BE CONSTRUCTED BY BAYSTATE TOTAL HOME CARE (BTHC) AND LEASED TO BAYSTATE MEDICAL CENTER BY BTHC; (II) FOR THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND RENOVATIONS TO EXISTING FACILITIES OF THE MEDICAL CENTER AND OTHER ROUTINE CAPITAL EXPENDITURES INCLUDED OR TO BE INCLUDED IN THE MEDICAL CENTER'S CAPITAL BUDGET OVER THE NEXT THREE YEARS FOR USE IN CONNECTION WITH THE MEDICAL CENTER'S HOSPITAL OPERATIONS; (III) FOR THE REFINANCING OF A PORTION OF AN OUTSTANDING COMMERCIAL LOAN IN THE AMOUNT OF $65,000,000 MADE BY BANK OF AMERICA, N.A. ON OCTOBER 20, 2008 TO THE MEDICAL CENTER IN CONNECTION WITH THE DEFEASANCE OF THE AUTHORITY'S REVENUE BONDS, BAYSTATE MEDICAL CENTER ISSUE, SERIES D, ISSUED SEPTEMBER 16, 1993; (IV) FOR THE FINANCING OF COSTS ASSOCIATED WITH THE ISSUANCE OF BONDS AND; (V) FINANCING OF ROUTINE CAPITAL CONSTRUCTION, RENOVATIONS, AND EQUIPPING OF VARIOUS FACILITIES OF BAYSTATE MEDICAL CENTER. B. MDFA REVENUE BONDS, SERIES L (REISSUED): PART I, DESCRIPTION OF PURPOSE - TO REFUND (AS A REISSUANCE) THE SERIES L BONDS ISSUED NOVEMBER 2, 2011. C. MDFA REVENUE BONDS SERIES M: PART I, DESCRIPTION OF PURPOSE - THE PURPOSE OF THE BOND PROCEEDS IS: (I) TO ADVANCE REFUND $39,907,339 PRINCIPAL AMOUNT OF MASSACHUSETTS HEALTH AND EDUCATION FACILITIES AUTHORITY'S REVENUE BONDS, BAYSTATE MEDICAL CENTER (THE INSTITUTION) ISSUE, SERIES F (THE "SERIES F BONDS"), ISSUED JUNE 12, 2002 THE PROCEEDS OF WHICH FINANCED THE CONSTRUCTION OF A NEW CANCER CENTER WITH A PARTIAL THIRD FLOOR MEDICAL RECORD AND SUPPORT AREA; ACQUISITION OF A SURGERY CENTER FACILITY, CERTAIN RENOVATIONS AND EQUIPMENT ACQUISITIONS; AND (II) FINANCE COSTS OF ISSUANCE RELATING TO THE BOND. D. MDFA REVENUE BONDS SERIES N: PART I, DESCRIPTION OF PURPOSE - THE PURPOSE OF THE BOND PROCEEDS IS: (I) CAPITAL EXPENDITURES, INCLUDING CAPITALIZED INTEREST, IN CONNECTION WITH THE FOLLOWING PROJECTS (THE "PROJECT"); A) THE BUILD-OUT OF AND EQUIPPING OF CERTAIN INTERIOR SPACE WITHIN A SEVEN-STORY, APPROXIMATELY 599,100 GROSS SQUARE FOOT PRIMARILY INPATIENT BUILDING OWNED BY BTHC AND LEASED TO BAYSTATE MEDICAL CENTER LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS, SUCH BUILD-OUT TO INCLUDE INPATIENT ROOMS, OPERATING ROOMS, AND INPATIENT PHARMACY, AND B) THE ACQUISITION OF MEDICAL EQUIPMENT, INFORMATION TECHNOLOGY EQUIPMENT, AND OTHER EQUIPMENT AND ASSETS TO BE OWNED OR LEASED AND USED BY THE MEDICAL CENTER AT THE MEDICAL CENTER'S HEALTH CARE FACILITIES LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS, 3300,3350,3400 AND 3601 MAIN STREET, SPRINGFIELD, MASSACHUSETTS AND 50, 80, AND 100 WASON AVENUE, SPRINGFIELD, MASSACHUSETTS, AND (II) COSTS OF ISSUANCE RELATING TO THE BONDS. E. MDFA REVENUE BONDS SERIES O: PART I, DESCRIPTION OF PURPOSE - THE PURPOSE OF THE BOND PROCEEDS IS TO INDIRECTLY FINANCE THE FOLLOWING: (A) THE CONSTRUCTION, IMPROVEMENT, EQUIPPING, AND OTHER RELATED CAPITAL EXPENDITURES OF A SEVEN-STORY, APPROXIMATELY 599,100 GROSS SQUARE FOOT PRIMARILY INPATIENT BUILDING LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS, INCLUDING DEMOLITION AND SITE WORK, WHICH BUILDING WAS CONSTRUCTED BY BTHC AND LEASED TO THE MEDICAL CENTER BY BTHC; AND (B) THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND RENOVATIONS TO EXISTING FACILITIES OF THE MEDICAL CENTER AND OTHER ROUTINE CAPITAL EXPENDITURES INCLUDED OR TO BE INCLUDED IN THE MEDICAL CENTER'S CAPITAL BUDGET OVER A THREE-YEAR PERIOD FOR USE IN CONNECTION WITH THE MEDICAL CENTER'S HOSPITAL OPERATIONS AT THE FOLLOWING FACILITIES OF THE MEDICAL CENTER: SPRINGFIELD BUILDING (INCLUDING ALL WINGS AND ATTACHED BUILDINGS), LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (THE PRINCIPAL USES OF WHICH INCLUDE CARDIAC SERVICES, MEDICAL SERVICES, LAB, AND INPATIENT BEDS); WESSON WOMEN AND INFANTS BUILDING, 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (THE PRINCIPAL USES OF WHICH INCLUDE BIRTHING SERVICES, NEONATAL SERVICES, AND INPATIENT BEDS); DALY BUILDING (FORMERLY THE CENTENNIAL BUILDING), 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (THE PRINCIPAL USES OF WHICH INCLUDE EMERGENCY ROOM, RADIOLOGY, MRI, ULTRASOUND, AMBULATORY AND INPATIENT PHARMACIES, LAB, OPERATING ROOMS, INPATIENT BEDS, ELECTROPHYSIO LABS, ICU, AND PICU); DALY PARKING GARAGE, 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (A PATIENT AND VISITOR PARKING GARAGE); D'AMOUR'S CENTER FOR CANCER CARE, 3350 MAIN STREET, SPRINGFIELD, MASSACHUSETTS (PRIMARILY USED FOR CLINICAL CANCER SERVICES); CHESTNUT BUILDING, 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (PRIMARILY USED FOR AMBULATORY SURGERY, LIBRARY, AND SIMULATION CENTER); AND WHITNEY AVENUE BUILDING (SPECIFICALLY CAPITAL EXPENDITURES RELATED TO INFORMATION TECHNOLOGY), 361 WHITNEY AVENUE, HOLYOKE, MASSACHUSETTS (USED FOR GENERAL HEALTH SYSTEM PURPOSES). F. MDFA COGEN LEASE A: PART I, DESCRIPTION OF PURPOSE - THE PURPOSE OF THE LEASE IS TO FINANCE THE CONSTRUCTION OF AN APPROXIMATELY 5,000 SQUARE FOOT CO-GENERATIONAL, COMBINED HEAT AND POWER PLANT PROVIDING ELECTRICITY, CHILLED WATER AND STEAM TO THE FACILITIES OF THE INSTITUTION. G. MDFA LA LEASE: PART I, DESCRIPTION OF PURPOSE - THE BOND IS BEING ISSUED FOR THE PURPOSE OF PROVIDING FUNDS TO REFUND ON AN ADVANCE BASIS A PORTION OF THE $63,380,000 AGGREGATE STATED PRINCIPAL AMOUNT OF THE REVENUE BONDS, BAYSTATE MEDICAL CENTER ISSUE, SERIES I ISSUED JUNE 25, 2009 (THE "REFUNDED BONDS"), THE PROCEEDS OF WHICH WERE USED TO PAY A PORTION OF THE CONSTRUCTION COSTS OF A NEW HOSPITAL BUILDING LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS. PART I AND PART II: DIFFERENCES BETWEEN THE ISSUE PRICE (PART I) AND TOTAL PROCEEDS (PART II, LINE 3) ARE DUE TO INVESTMENT EARNINGS. PART III, LINES 4 AND 5, COLUMN A (SERIES IJK): AS THE REFUNDED BONDS WERE ISSUED PRIOR TO JANUARY 1, 2003, THIS QUESTION IS BEING ANSWERED SOLELY WITH RESPECT TO THE NEW MONEY PORTION OF THE BONDS. PART III, COLUMN C (SERIES M): AS THESE BONDS REFUNDED DEBT ISSUED PRIOR TO JANUARY 1, 2003, THE ORGANIZATION IS AVAILING ITSELF OF THE PART III REPORTING EXEMPTION AVAILABLE FOR SUCH BONDS. PART IV, LINE 6, COLUMN G (LA LEASE): THIS QUESTION IS BEING ANSWERED WITHOUT REGARD TO A YIELD-RESTRICTED ADVANCE FUNDING ESCROW FINANCED WITH PROCEEDS OF THE BONDS. A MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2016-05-12 20000000 MDFA SERIES O - SEE PART VI 0 0 0 B MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2016-09-22 14062890 MDFA COGEN LEASE - SEE PART VI 0 0 0 C MA DEVELOPMENT FINANCE AGENCY 043431814 000000000 2017-12-21 40595000 MDFA LA LEASE - SEE PART VI 0 0 0 A 8306295 20000000 20000000 2016 0 0 1 1 B 12686334 14076660 14076660 2017 0 0 1 1 C 14388216 40595000 40595000 2017 0 1 1 1 A 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 FORM 990, PART VI, SECTION A, LINE 1A THE FILING ORGANIZATION HAS A STANDING EXECUTIVE COMMITTEE, WHICH IS ENTITLED TO ACT BETWEEN MEETINGS OF THE BOARD, ON ALL MATTERS AS TO WHICH THE BOARD IS ENTITLED TO ACT AND PERMITTED BY LAW TO DELEGATE TO A COMMITTEE. THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE THE SAME INDIVIDUALS SERVING ON THE EXECUTIVE COMMITTEE OF BAYSTATE HEALTH, INC. FORM 990, PART VI, SECTION A, LINE 2 TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES IN THE BAYSTATE GROUP OF AFFILIATED ENTITIES AND IN THE COMMUNITY. THE FOLLOWING TRUSTEES, OFFICERS, OR KEY EMPLOYEES HAVE A BUSINESS RELATIONSHIP: (1) PETER BANKO AND DENISE JORDAN (2) ROBERT BACON AND RONALD BRYANT. FORM 990, PART VI, SECTION A, LINE 3 BAYSTATE MEDICAL CENTER IS AFFILIATED WITH BAYSTATE ADMINISTRATIVE SERVICES, INC. (BAS) WHICH IS A 501(C)(3) ORGANIZATION. INFORMATION TECHNOLOGY, HUMAN RESOURCES, FINANCE, TREASURY, ACCOUNTING AND OTHER MANAGEMENT AND SUPPORT FUNCTIONS ARE DELEGATED TO BAS. FORM 990, PART VI, SECTION A, LINE 6 THE FILING ORGANIZATION HAS ONE MEMBER, BAYSTATE HEALTH, INC. (BH). FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES OF THE FILING ORGANIZATION ARE THE SAME INDIVIDUALS SERVING AS MEMBERS OF THE BOARD OF TRUSTEES OF BAYSTATE HEALTH, INC. (BH) WITH THE ADDITION OF THE PRESIDENT OF THE MEDICAL STAFF OF THE FILING ORGANIZATION. THE BOARD OF TRUSTEES OF BH ARE ELECTED ANNUALLY BY THE BOARD OF TRUSTEES OF BH AT THEIR ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B UNDER MASSACHUSETTS LAW, A VOLUNTARY DISSOLUTION OF THE ORGANIZATION IS REQUIRED TO BE APPROVED BY BAYSTATE HEALTH, INC., AS THE SOLE MEMBER OF THE FILING ORGANIZATION. AS THE SOLE MEMBER, BAYSTATE HEALTH ALSO HAS THE AUTHORITY TO AMEND THE BYLAWS OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE TRUSTEES OF BAYSTATE MEDICAL CENTER MEET DURING CERTAIN SCHEDULED BAYSTATE HEALTH, INC. (BH) BOARD MEETINGS. THE BH BOARD OF TRUSTEES AND ITS COMMITTEES, INCLUDING THE AUDIT AND COMPLIANCE COMMITTEE, CONTEMPORANEOUSLY DOCUMENT MEETINGS AND ACTIONS RELATIVE TO BAYSTATE MEDICAL CENTER AS WELL AS THE ANNUAL ACCEPTANCE OF THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING THE FORM 990, APPROPRIATE SECTIONS WERE REVIEWED BY THE TAX, FINANCE, AND HUMAN RESOURCES AREAS OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS) AND BY OUTSIDE LEGAL COUNSEL. THE FORM 990 WAS ALSO REVIEWED BY TAX EXPERTS FROM AN INDEPENDENT ACCOUNTING FIRM AND SIGNED-OFF AS A PAID PREPARER. THE PROCESS, KEY AREAS AND ANY NEW CHANGES WERE REVIEWED PRIOR TO FILING WITH THE BAYSTATE HEALTH AUDIT AND COMPLIANCE COMMITTEE (ACC), WHICH IS COMPOSED OF TRUSTEES OF THE FILING ORGANIZATION. THE ACC MEMBERS HAD AN OPPORTUNITY TO ASK QUESTIONS REGARDING THE TAX COMPLIANCE PROCESS AND THE TAX FILINGS IN GENERAL. THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BAYSTATE MEDICAL CENTER IS AN AFFILIATE OF BAYSTATE HEALTH, INC. (BH). BH AND ITS AFFILIATED ENTITIES HAVE A COMPREHENSIVE CONFLICT OF INTEREST POLICY APPLICABLE TO ALL OF THE AFFILIATED ENTITIES. ALL DIRECTORS, TRUSTEES, OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OF BH AND ITS AFFILIATES ARE ASKED TO COMPLETE AN ANNUAL "CONFLICT OF INTEREST" FORM. WE UTILIZE AN ELECTRONIC DATABASE TO RECEIVE AND MANAGE ALL CONFLICT OF INTEREST SUBMISSIONS. THIS INFORMATION IS REVIEWED BY THE CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHAIR OF THE BOARD OF TRUSTEES, CHIEF GENERAL COUNSEL AND THE CHAIR OF THE AUDIT & COMPLIANCE COMMITTEE.. A SUMMARY OF THE CONFLICT OF INTEREST DISCLOSURES IS PROVIDED TO THE BAYSTATE HEALTH BOARD OF TRUSTEES AND THE TAX DEPARTMENT. POTENTIAL CONFLICT OF INTEREST TRANSACTIONS ARE REVIEWED AS APPROPRIATE UNDER THE POLICY, WHICH PROVIDES FOR RECUSAL FROM DISCUSSION AND DELIBERATION BY ANY PARTY WITH A POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT IS PAID BY BAYSTATE ADMINISTRATIVE SERVICES, INC., AN AFFILIATE AND RELATED ORGANIZATION OF THE FILING ORGANIZATION. THE COMPENSATION IS REVIEWED AND DETERMINED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS), WHICH HAS BEEN APPOINTED THROUGH BOARD RESOLUTION AS THE COMPENSATION COMMITTEE OF THE FILING ORGANIZATION. THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF THE FILING ORGANIZATION. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE PRESIDENT WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE PRESIDENT IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA. THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED COMPENSATION COMMITTEE OF BAYSTATE HEALTH, INC. THE COMPENSATION COMMITTEE DOCUMENTS ITS DELIBERATIONS AND COMPENSATION DECISIONS CONTEMPORANEOUSLY AT THE TIME SUCH DECISIONS ARE MADE. THE COMPENSATION OF THE CFO AND TREASURER IS PAID BY BAYSTATE ADMINISTRATIVE SERVICES, INC., AN AFFILIATE AND RELATED ORGANIZATION OF THE FILING ORGANIZATION. THE COMPENSATION IS REVIEWED AND DETERMINED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS). THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF BAYSTATE HEALTH, INC. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE CFO AND TREASURER AND OF OTHER OFFICERS WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE CFO AND TREASURER IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA. THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED COMPENSATION COMMITTEE OF BAYSTATE HEALTH, INC. THE COMPENSATION COMMITTEE DOCUMENTS ITS DELIBERATIONS AND COMPENSATION DECISIONS CONTEMPORANEOUSLY AT THE TIME SUCH DECISIONS ARE MADE. THE COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES OF THE FILING ORGANIZATION IS DETERMINED IN ACCORDANCE WITH THE EXECUTIVE COMPENSATION PHILOSOPHY STATEMENT, IN CONSULTATION WITH HUMAN RESOURCES, BASED ON THE BAYSTATE HEALTH BOARD APPROVED BUDGET AND WAGE PROGRAM FOR EACH FISCAL YEAR. THE HUMAN RESOURCES COMMITTEE REVIEWED, DETERMINED, AND APPROVED COMPENSATION FOR THE EXECUTIVES ON NOVEMBER 25, 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT WWW.BAYSTATEHEALTH.ORG. ARTICLES OF ORGANIZATION AND BYLAWS ARE GENERALLY AVAILABLE AT THE COMMONWEALTH OF MASSACHUSETTS WEBSITE. FORM 990, PART VI, SECTION B, LINE 16B: BAYSTATE HEALTH, INC. HAS A JOINT VENTURE POLICY THAT COVERS AFFILIATED TAX-EXEMPT ENTITIES INCLUDING BAYSTATE MEDICAL CENTER. FORM 990, PART VII, SECTION A, LINE 5: CERTAIN OFFICERS OR TRUSTEES OF THE FILING ORGANIZATION ARE PAID BY BAYSTATE MEDICAL PRACTICES, INC. (BMP), EIN 04-2888373, WHICH IS PART OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS BUT DOES NOT MEET THE TECHNICAL REQUIREMENTS AS A "RELATED ORGANIZATION" PER SCHEDULE R. COMPENSATION FROM BMP TO THE OFFICERS AND TRUSTEES OF THE FILING ORGANIZATION IS THEREFORE REPORTED IN LINE 5 AS PAID BY AN UNRELATED ORGANIZATION AND, ACCORDING TO THE INSTRUCTIONS, IS REPORTED AS THOUGH PAID BY THE FILING ORGANIZATION. FORM 990, PART IX, LINE 11G OTHER-FEES, BMP SUPPORT: PROGRAM SERVICE EXPENSES 110,446,286. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,446,286. OTHER-FEES, LABORATORY & CLINICAL: PROGRAM SERVICE EXPENSES 7,568,128. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,568,128. OTHER-FEES, PHYSICIANS: PROGRAM SERVICE EXPENSES 27,587,985. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,587,985. OTHER-FEES, PURCHASED SVC: PROGRAM SERVICE EXPENSES 12,751,088. MANAGEMENT AND GENERAL EXPENSES 12,527,117. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,278,205. OTHER-FEES, SUPPLEMENTARY SVC: PROGRAM SERVICE EXPENSES 6,801,845. MANAGEMENT AND GENERAL EXPENSES 2,184,905. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,986,750. OTHER-FEES, SUPPLEMENTARY SVC LINEN SVCS: PROGRAM SERVICE EXPENSES 4,573,038. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,573,038. OTHER-FEES, SUPPLEMENTARY SVC CONTRACT PHARMACY: PROGRAM SERVICE EXPENSES 1,980,031. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,980,031. OTHER-FEES, EQUIP CONTRACTS/MAINT & REPAIRS: PROGRAM SERVICE EXPENSES 4,706,958. MANAGEMENT AND GENERAL EXPENSES 274,861. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,981,819. OTHER-FEES, OUTSOURCING FEES: PROGRAM SERVICE EXPENSES 1,290,408. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,290,408. OTHER-FEES, VEHICLE REPAIRS: PROGRAM SERVICE EXPENSES 168,118. MANAGEMENT AND GENERAL EXPENSES 375,269. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 543,387. OTHER-FEES, TEMPORARY HELP: PROGRAM SERVICE EXPENSES 12,200,591. MANAGEMENT AND GENERAL EXPENSES 267,936. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,468,527. OTHER-FEES, TEMPORARY EMERGENCY SVCS: PROGRAM SERVICE EXPENSES 566,527. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 566,527. OTHER-FEES, TEMPORARY HELP ICU MED, SURG: PROGRAM SERVICE EXPENSES 428,151. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 428,151. OTHER-FEES, TEMPORARY HELP H&V-M3 CARE: PROGRAM SERVICE EXPENSES 351,652. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 351,652. OTHER-FEES, TEMPORARY HELP RESPIRATORY: PROGRAM SERVICE EXPENSES 1,201,811. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,201,811. OTHER-FEES, TEMPORARY HELP SOUTH 5: PROGRAM SERVICE EXPENSES 90,508. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,508. OTHER-FEES, TEMPORARY HELP DALY 6B MED: PROGRAM SERVICE EXPENSES 920,833. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 920,833. OTHER-FEES, TEMPORARY HELP D6A BASELINE: PROGRAM SERVICE EXPENSES 768,577. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 768,577. OTHER-FEES, TEMPORARY HELP H&V-M5 INTERMEDIATE: PROGRAM SERVICE EXPENSES 225,401. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 225,401. OTHER-FEES, TEMPORARY HELP WESSON 4: PROGRAM SERVICE EXPENSES 160,925. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,925. OTHER-FEES, TEMPORARY HELP DALY 5A NEURO: PROGRAM SERVICE EXPENSES 1,580,927. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,580,927. OTHER-FEES, TEMPORARY HELP SHORT STAY: PROGRAM SERVICE EXPENSES 484,328. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 484,328. OTHER-FEES, TEMPORARY HELP SPRINGFIELD: PROGRAM SERVICE EXPENSES 429,949. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 429,949. OTHER-FEES, CONSULTING: PROGRAM SERVICE EXPENSES 3,236,986. MANAGEMENT AND GENERAL EXPENSES 3,541,472. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,778,458. OTHER-FEES, CONTRACTED SVC: PROGRAM SERVICE EXPENSES 7,668,534. MANAGEMENT AND GENERAL EXPENSES 62,344. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,730,878. OTHER FEES, CONTRACT DRUG DISPENSING: PROGRAM SERVICE EXPENSES 2,874,090. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,874,090. OTHER-FEES, SUBCONTRACTOR: PROGRAM SERVICE EXPENSES 2,068,580. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,068,580. OTHER FEES, ACCREDITATION/LICENSING: PROGRAM SERVICE EXPENSES 1,299,543. MANAGEMENT AND GENERAL EXPENSES 913,107. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,212,650. OTHER FEES, COURIER: PROGRAM SERVICE EXPENSES 3,507. MANAGEMENT AND GENERAL EXPENSES 6,013. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,520. OTHER-FEES, TRANSCRIPTION: PROGRAM SERVICE EXPENSES 876,895. FORM 990, PART XI, LINE 9: TRANSFER OF FUNDS TO AFFILIATED COMPANIES -75,000,000. TRANSFERS FOR THE COST OF LAND, BUILDING AND EQUIPMENT 155,283. NET ASSETS RELEASED FROM RESTRICTIONS FROM AFFILIATES 23,367. PIONEER VALLEY INFORMATION EXCHANGE 101 WASON AVENUE SUITE 200 SPRINGFIELD MA 01107 042790311 OPERATION OF A HEALTH INFORMATION EXCHANGE AND RELATED ACTIVITIES MA 0 0 BAYSTATE MEDICAL CENTER INC BAYSTATE ADMINISTRATIVE SERVICES INC 759 CHESTNUT STREET SPRINGFIELD MA 01199 222747685 ADMINISTRATIVE SERVICES MA 501(C)(3) 12C, III-FI BAYSTATE HEALTH INC 1 BAYSTATE FRANKLIN MEDICAL CENTER 164 HIGH STREET GREENFIELD MA 01301 042103575 HOSPITAL MA 501(C)(3) 3 BAYSTATE HEALTH INC 1 BAYSTATE HEALTH FOUNDATION INC 759 CHESTNUT STREET SPRINGFIELD MA 01199 043549011 FUNDRAISING MA 501(C)(3) 7 BAYSTATE HEALTH INC 1 BAYSTATE HEALTH INC 759 CHESTNUT STREET SPRINGFIELD MA 01199 042105941 HEALTHCARE SYSTEM PARENT MA 501(C)(3) 7 N/A 0 BAYSTATE NOBLE HOSPITAL CORPORATION 115 WEST SILVER STREET WESTFIELD MA 010861634 222537423 HOSPITAL MA 501(C)(3) 3 BAYSTATE HEALTH INC 1 BAYSTATE TOTAL HOME CARE INC 280 CHESTNUT STREET SPRINGFIELD MA 01104 203260764 REAL ESTATE AND OTHER MA 501(C)(3) 12B, II BAYSTATE MEDICAL CENTER INC 1 BAYSTATE WING HOSPITAL CORPORATION 40 WRIGHT STREET PALMER MA 01069 222519813 HOSPITAL MA 501(C)(3) 3 BAYSTATE HEALTH INC 1 HEALTH NEW ENGLAND INC MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 042864973 HMO/INSURANCE MA 501(C)(4) BAYSTATE HEALTH INC 1 HNE OF CONNECTICUT INC MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 465190134 HMO/INSURANCE CT 501(C)(4) HEALTH NEW ENGLAND INC 1 VISITING NURSE ASSN AND HOSPICE OF WESTERN NEW ENGLAND INC 30 CAPITAL DRIVE SUITE A WEST SPRINGFIELD MA 01089 042105803 HOMEHEALTH AND HOSPICE CARE MA 501(C)(3) 10 BAYSTATE HEALTH INC 1 BAYSTATE HEALTH URGENT CARE LLC 700 CONGRESS STREET SUITE 204 QUINCY MA 02169 384059312 URGENT HEALTHCARE FACILITY MA N/A 0 0 AMSURG BMC LLC 1A BURTON HILLS BOULEVARD NASHVILLE TN 372156187 843258572 MEDICAL SERVICES TN BAYSTATE MEDICAL CENTER INC -348037 3876836 0 0 0.51000 BAYSTATE NEW ENGLAND ORTHOPEDIC SURGEONS ALLIANCE LLC 9131 ANSON WAY SUITE 304 RALEIGH NC 01199 881824108 MEDICAL SERVICES MA BAYSTATE MEDICAL CENTER INC 499388 630920 0 0 0.60000 BAYSTATE HEALTH INSURANCE COMPANY LTD NORTH CHURCH ST GEORGETOWN CJ 980421413 OFFSHORE CAPTIVE INSURANCE CJ N/A C 0 HNE ADVISORY SERVICES INC MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 043012347 ADMINISTRATIVE SERVICES MA N/A C 0 HNE HOLDING CORPORATION MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 464620480 HOLDING SHARES IN SUBSIDIARY CORPORATIONS MA N/A C 0 HNE INSURANCE COMPANY INC MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 454462433 HEALTH INS SVCS FOR MASS MEDICARE SUPPLEMENT MEMBERS MA N/A C 0 HNE INSURANCE SERVICES INC MONARCH PLACE SUITE 1500 SPRINGFIELD MA 011441500 043183019 ANCILLARY INSURANCE MA N/A C 0 INGRAHAM CORPORATION 759 CHESTNUT STREET SPRINGFIELD MA 01199 043016257 HEALTH CARE AND OTHER BUSINESS ACTIVITIES MA N/A C 0 0 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 0 1 HEALTH NEW ENGLAND INC Q 223345075 FMV BAYSTATE ADMINISTRATIVE SERVICES INC J 1049182 FMV BAYSTATE ADMINISTRATIVE SERVICES INC L 370694 FMV BAYSTATE ADMINISTRATIVE SERVICES INC M 153580214 FMV BAYSTATE FRANKLIN MEDICAL CENTER L 5505205 FMV BAYSTATE HEALTH FOUNDATION INC C 4192113 FMV BAYSTATE HEALTH FOUNDATION INC L 799874 FMV BAYSTATE HEALTH FOUNDATION INC S 632269 FMV BAYSTATE NOBLE HOSPITAL CORPORATION K 70444 FMV BAYSTATE NOBLE HOSPITAL CORPORATION L 2629037 FMV BAYSTATE NOBLE HOSPITAL CORPORATION M 141685 FMV BAYSTATE WING HOSPITAL CORPORATION L 3467091 FMV BAYSTATE WING HOSPITAL CORPORATION M 63222 FMV INGRAHAM CORPORATION J 131245 FMV VISITING NURSE ASSN AND HOSPICE OF WESTERN NEW ENGLAND INC L 158782 FMV