HOLYOKE MEDICAL CENTER INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOLYOKE MEDICAL CENTER INC (EIN 22-2520073)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-07
- IRS object ID
- 202612199349303611
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-07T19:48:49-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 280 Fore Street Suite 500 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222520073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyoke Medical Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLY | BusinessNameControlTxt |
| Phone | 4135342667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010402223 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dean Vitarisi | PersonNm |
| Person Title | Treasurer & CFO | PersonTitleTxt |
| Phone | 4135342667 | PhoneNum |
| Signature | 2026-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2026-08-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Spiridon E Hatiras | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010402223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $311,565,390 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.holyokehealth.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Acute care hospital, providing medical and other healthcare services to residents of Holyoke, MA and the surrounding areas. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 2113 | TotalEmployeeCnt |
| Total Volunteers | 65 | TotalVolunteersCnt |
| Total Gross UBI | $2,506,633 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $48,092 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,261,234 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,620,246 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $257,178,852 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $304,022,561 | CYProgramServiceRevenueAmt |
| PY Investment Income | $605,202 | PYInvestmentIncomeAmt |
| CY Investment Income | $457,940 | CYInvestmentIncomeAmt |
| PY Other Revenue | $100,269 | PYOtherRevenueAmt |
| CY Other Revenue | $97,063 | CYOtherRevenueAmt |
| PY Total Revenue | $266,145,557 | PYTotalRevenueAmt |
| CY Total Revenue | $306,197,810 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $56,399 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,810 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $159,757,435 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $203,199,119 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $104,853,790 | PYOtherExpensesAmt |
| CY Other Expenses | $118,013,905 | CYOtherExpensesAmt |
| PY Total Expenses | $264,667,624 | PYTotalExpensesAmt |
| CY Total Expenses | $321,259,834 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,477,933 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$15,062,024 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $129,344,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $144,653,522 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $89,883,786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $83,311,600 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $39,460,872 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,341,922 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Our Mission at Holyoke Medical Center is to improve the health of all people in our community. We do that with honesty, respect and dignity for our patients, visitors and staff. We do that through expert and compassionate care, education and knowledge sharing, community partnerships, fostering innovation and growth and by inspiring hope in all we touch. We do that by being good stewards of our resources and providing efficient and cost effective care to all. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $277,572,713 | ExpenseAmt |
| Grant | $46,810 | GrantAmt |
| Revenue | $301,563,176 | RevenueAmt |
| Desc | Holyoke Medical Center, Inc. (HMC) strives to serve the health needs of their medical service community in a high quality and efficient manner. To this end, HMC shall: (1) provide compassionate care to all of whom it serves with a commitment to developing cultural diversity and competencies in our programs and workforce so that we may better serve our patients; (2) identify and serve those needs which are prevalent and substantial in the community as a whole, or within major population groups, and which can be adequately met by the provision of basic primary and secondary health care services; (3) provide information, education, and expertise to our community in order to promote the general health of its citizens; (4) provide an environment of excellence and growth in which health care professionals can use their skills and abilities to the fullest extent possible; (5) provide competitive wages and benefits, as well as safe and dignified working conditions, for all employees; (6) ensure financial responsibility in the operation of the medical center in order to guarantee the future viability of our mission; (7) provide a formal, public, and ongoing program of community benefits, in cooperation with community individuals and organizations, to improve the health status of the public including especially the medically and economically vulnerable. Holyoke Medical Center, Inc. provided inpatient, outpatient, OB/GYN, and emergency healthcare services and certain physician services to the residents of Holyoke, Massachusetts and the surrounding communities. Inpatient healthcare services included medical, surgical, critical care, cardiac, obstetrical, psychiatric, and oncology services. During FY 2025, HMC provided 43,931 patient days of inpatient services with 7,686 discharges. Outpatient healthcare services included a full array of diagnostic, therapeutic, and behavioral health services. During FY 2025, HMC had 461,203 outpatient visits. Emergency services were provided by a 24-hour emergency department. During FY 2025, HMC had 44,069 emergency department visits. | Desc |
| Total Program Service Expenses | $277,572,713 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 112 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2113 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dean Vitarisi | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4135342667 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010402223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Simon Ahtaridis MD | ||||||||
| Director/Medical Dir. (end 11/24) | 50.00 | 0.00 | Yes (X) | $394,096 | $0 | $37,282 | ||
| John Mazzucco MD | ||||||||
| Director/General Surgeon | 50.00 | 0.00 | Yes (X) | $356,143 | $0 | $20,048 | ||
| Vishal Tiwari MD | ||||||||
| Director/Medical Dir. (start 12/24) | 50.00 | 0.00 | Yes (X) | $11,538 | $0 | $0 | ||
| Kartik Viswanathan MD | ||||||||
| Director/Int. Medicine (start 12/24) | 0.50 | 50.50 | Yes (X) | $0 | $339,918 | $25,391 | ||
| Spiridon E Hatiras | ||||||||
| President & CEO, Clerk | 40.00 | 9.50 | Yes (X) | $0 | $906,011 | $77,893 | Yes (X) | |
| Dean Vitarisi | ||||||||
| Treasurer & CFO | 40.00 | 8.00 | Yes (X) | $0 | $380,743 | $48,873 | Yes (X) | |
| Julie A Beck MD | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Tom Buck MD | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Shannon Gurek | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Jo Maydew | ||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| Gary Rome | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Idelia Smith | ||||||||
| Director | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| George Timmons PhD | ||||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Tricia Koss | ||||||||
| Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Michael Sugrue | ||||||||
| Director/Vice Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Frederik Pennings MD | ||||||||
| Neurosurgeon | 50.00 | 0.00 | $1,414,123 | $0 | $21,941 | Yes (X) | ||
| Andrey Pavlov MD | ||||||||
| Pulmonologist | 50.00 | 0.00 | $898,653 | $0 | $3,063 | Yes (X) | ||
| Noah J Epstein MD | ||||||||
| Orthopedic Surgeon | 50.00 | 0.00 | $1,118,392 | $0 | $25,391 | Yes (X) | ||
| Alexander Berry MD | ||||||||
| Urologist | 50.00 | 0.00 | $826,489 | $0 | $25,391 | Yes (X) | ||
| Nirav R Sheth MD | ||||||||
| Cardiologist | 50.00 | 0.00 | $848,782 | $0 | $25,391 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,868,216 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,626,672 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $310,664 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 326 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Unidine Corporation | |||||
| 1000 Washington Street 510 | Boston | MA | 02118 | Cafeteria staffing | $3,679,925 |
| Valley Health Systems Inc | |||||
| 20 Hospital Drive | Holyoke | MA | 01040 | Management services | $3,348,682 |
| Med-Metrix LLC | |||||
| 9 Entin Road | Parsippany | NJ | 07054 | Billing services | $2,507,340 |
| TriMedx | |||||
| PO Box 636129 | Cincinnati | OH | 45263 | Biomedical services | $1,675,891 |
| Quest Diagnostics Nichols | |||||
| 14225 Newbrook Drive | Chantilly | VA | 20151 | Lab services | $1,322,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 59 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $26,965 | RelatedOrganizationsAmt |
| Government Grants | $1,451,618 | GovernmentGrantsAmt |
| All Other Contributions | $141,663 | AllOtherContributionsAmt |
| Total Contributions | $1,620,246 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Patient services | 621110 | $255,952,260 | $255,952,260 | |
| Hospital relief payments | 621110 | $37,893,939 | $37,893,939 | |
| Pharmacies | 456110 | $4,938,559 | $4,938,559 | |
| Auxiliary and lab services | 621500 | $4,099,712 | $1,640,327 | $2,459,385 |
| Affiliate management fees | 561000 | $822,293 | $822,293 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $315,798 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $315,798 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $304,022,561 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $191,274 | TotalRevenueColumnAmt |
| Exclusion | $191,274 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $231,309 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $134,246 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $97,063 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,063 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $47,248 | UnrelatedBusinessRevenueAmt |
| Exclusion | $49,815 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,500,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,233,334 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $266,666 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $266,666 | TotalRevenueColumnAmt |
| Exclusion | $266,666 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $306,197,810 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $301,563,176 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,506,633 | UnrelatedBusinessRevenueAmt |
| Exclusion | $507,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,000 | TotalAmt |
| Program Services | $37,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,810 | TotalAmt |
| Program Services | $9,810 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,107 | TotalAmt |
| Program Services | $745,627 | ProgramServicesAmt |
| Management And General | $73,480 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,800,503 | TotalAmt |
| Program Services | $130,220,759 | ProgramServicesAmt |
| Management And General | $12,579,744 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,906,721 | TotalAmt |
| Program Services | $28,059,402 | ProgramServicesAmt |
| Management And General | $2,847,319 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,531,285 | TotalAmt |
| Program Services | $15,293,316 | ProgramServicesAmt |
| Management And General | $2,237,969 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,141,503 | TotalAmt |
| Program Services | $10,160,013 | ProgramServicesAmt |
| Management And General | $981,490 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,343,569 | TotalAmt |
| Management And General | $3,343,569 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,564 | TotalAmt |
| Program Services | $150,318 | ProgramServicesAmt |
| Management And General | $105,246 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,915 | TotalAmt |
| Management And General | $128,915 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,469 | TotalAmt |
| Management And General | $84,469 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,372,829 | TotalAmt |
| Program Services | $18,904,141 | ProgramServicesAmt |
| Management And General | $9,468,688 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,936 | TotalAmt |
| Program Services | $18,706 | ProgramServicesAmt |
| Management And General | $305,230 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,619,874 | TotalAmt |
| Program Services | $2,205,910 | ProgramServicesAmt |
| Management And General | $2,413,964 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,230,471 | TotalAmt |
| Program Services | $122,377 | ProgramServicesAmt |
| Management And General | $2,108,094 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,411,645 | TotalAmt |
| Program Services | $3,776,982 | ProgramServicesAmt |
| Management And General | $634,663 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,511 | TotalAmt |
| Program Services | $56,512 | ProgramServicesAmt |
| Management And General | $24,999 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,684 | TotalAmt |
| Program Services | $114,445 | ProgramServicesAmt |
| Management And General | $44,239 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,771 | TotalAmt |
| Program Services | $813,361 | ProgramServicesAmt |
| Management And General | $137,410 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,168,743 | TotalAmt |
| Program Services | $6,132,687 | ProgramServicesAmt |
| Management And General | $1,036,056 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,215,855 | TotalAmt |
| Program Services | $30,520 | ProgramServicesAmt |
| Management And General | $3,185,335 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical supplies | $44,667,326 | $44,660,784 | $6,542 |
| HSN assessment | $7,022,268 | $7,022,268 | |
| Provision for bad debts | $6,970,954 | $6,970,954 | |
| Laboratory tests | $1,807,361 | $1,789,778 | $17,583 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,199,160 | TotalAmt |
| Program Services | $277,043 | ProgramServicesAmt |
| Management And General | $1,922,117 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,259,834 | TotalAmt |
| Program Services | $277,572,713 | ProgramServicesAmt |
| Management And General | $43,687,121 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,780 | BOYAmt |
| EOY | $603,390 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,481,212 | BOYAmt |
| EOY | $16,452,716 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,964,138 | BOYAmt |
| EOY | $50,004,401 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,394,668 | BOYAmt |
| EOY | $3,574,743 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,354,079 | BOYAmt |
| EOY | $2,344,152 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $155,230,712 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,087,527 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,145,911 | BOYAmt |
| EOY | $58,143,185 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,568,889 | BOYAmt |
| EOY | $334,880 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,384,160 | BOYAmt |
| EOY | $4,753,115 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,733,812 | BOYAmt |
| EOY | $3,146,265 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,954,009 | BOYAmt |
| EOY | $5,296,675 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,344,658 | BOYAmt |
| EOY | $144,653,522 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,471,438 | BOYAmt |
| EOY | $45,970,145 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $661,936 | BOYAmt |
| EOY | $1,017,673 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,053,174 | BOYAmt |
| EOY | $12,753,108 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,373,273 | BOYAmt |
| EOY | $8,519,387 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,323,965 | BOYAmt |
| EOY | $15,051,287 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,883,786 | BOYAmt |
| EOY | $83,311,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,109,615 | BOYAmt |
| EOY | $55,623,246 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,351,257 | BOYAmt |
| EOY | $5,718,676 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,460,872 | BOYAmt |
| EOY | $61,341,922 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,344,658 | BOYAmt |
| EOY | $144,653,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$15,062,024 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$180,644 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $37,123,718 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $24,469 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $60,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $84,469 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | During the period covered by this Form 990, the Hospital engaged Dempsey, Lucey & Associates, compensating them $60,000 for services related to lobbying activities on behalf of the Hospital and the Valley Health System. The lobbying services were related to causes and issues of relevance to the organizations' charitable missions. The Hospital was also a member of the Massachusetts Health and Hospital Association (MHHA) during the period covered by this Form 990. A portion of the dues paid to the Association was available for lobbying-related expenditures on behalf of the Hospital and other Valley Health System organizations. Lobbying activities conducted by the Association were related to causes and issues of relevance to the organizations' charitable missions and in furtherance of their exempt purposes. The portion of dues paid to MHHA during this tax year that was available for lobbying was $24,469. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,704,893 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $242,064 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,000 | OtherExpendituresAmt |
| End Year Balance | $1,876,957 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,502,575 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $278,643 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $76,325 | OtherExpendituresAmt |
| End Year Balance | $1,704,893 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,423,090 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $141,046 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $61,561 | OtherExpendituresAmt |
| End Year Balance | $1,502,575 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,527,403 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$42,939 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $61,374 | OtherExpendituresAmt |
| End Year Balance | $1,423,090 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,346,962 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $215,145 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,704 | OtherExpendituresAmt |
| End Year Balance | $1,527,403 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.24496 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.75504 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,942,994 | OtherCostOrOtherBasisAmt |
| Book Value | $1,942,994 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $102,814,688 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,687,328 | DepreciationAmt |
| Book Value | $38,127,360 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,852,391 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,526,794 | DepreciationAmt |
| Book Value | $8,325,597 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,490,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,819,804 | DepreciationAmt |
| Book Value | $7,670,515 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,130,320 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,053,601 | DepreciationAmt |
| Book Value | $2,076,719 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $58,143,185 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Asset retirement obligations | $231,736 |
| Net estimated third-party payor settlements | $4,800,818 |
| Insurance claims payables | $6,812,002 |
| Operating lease liabilities | $3,206,731 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,051,287 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $299,470,761 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$180,644 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $134,246 | OtherRevenueAmt |
| Revenue Not Reported | -$46,398 | RevenueNotReportedAmt |
| Revenue Subtotal | $299,517,159 | RevenueSubtotalAmt |
| Other Revenues Not Included | $6,680,651 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,680,651 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $306,197,810 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $314,423,126 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $134,246 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $134,246 | ExpensesNotReportedAmt |
| Expenses Subtotal | $314,288,880 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $6,970,954 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,970,954 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $321,259,834 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The endowment funds are held and administered by Valley Health Systems, Inc. The intended use of the funds is to provide a predictable, stable, and consistent stream of earnings for Holyoke Medical Center, Inc. to be used for free care and general operations. |
| Part X, Line 2: | The Medical Center is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Tax-exempt organizations could be required to record an obligation for income taxes as the result of a tax position they have historically taken on various tax exposure items including unrelated business income or tax status. Under guidance issued by the Financial Accounting Standards Board (FASB), assets and liabilities are established for uncertain tax positions taken or positions expected to be taken in income tax returns when such positions are judged to not meet the "more-likely-than-not" threshold, based upon the technical merits of the position. Estimated interest and penalties, if applicable, related to uncertain tax positions are included as a component of income tax expense. The Medical Center has evaluated the position taken on its filed tax returns. The Medical Center has concluded no uncertain income tax positions exist at September 30, 2025. The Medical Center's tax years from 2023 through 2025 are open and subject to examination. |
| Part XI, Line 2d - Other Adjustments: | Rental expenses 134,246. |
| Part XI, Line 4b - Other Adjustments: | Change in beneficial interest - VHS -290,303. Provision for bad debts 6,970,954. |
| Part XII, Line 2d - Other Adjustments: | Rental expenses 134,246. |
| Part XII, Line 4b - Other Adjustments: | Provision for bad debts 6,970,954. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent150 | Yes (X) | Percent150Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,922,576 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,156,644 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $765,932 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00240 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $79,332,143 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $79,332,143 | DirectOffsettingRevenueAmt |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $81,254,719 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $80,488,787 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $765,932 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00240 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,383,686 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,383,686 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00760 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,272,414 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $6,272,414 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02000 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,580,693 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,580,693 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01780 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,796,118 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,796,118 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00570 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $16,032,911 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $16,032,911 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05110 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $97,287,630 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $80,488,787 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,798,843 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05350 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,185,890 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,185,890 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00380 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,662 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $4,662 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $16,078 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $16,078 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $103,361 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $103,361 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $193,244 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $193,244 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,503,235 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,503,235 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00480 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $8,639,379 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $52,816,726 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $48,107,265 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $4,709,461 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyoke Medical Center Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Beech Street | AddressLine1Txt |
| City | Holyoke | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.holyokehealth.com | WebsiteAddressTxt |
| State License | 2145 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Holyoke Medical Center Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 24 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Section C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 25 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | see Part V, Section C | StrategyWebsiteURLTxt |
| Strategy Attached | Yes (1) | StrategyAttachedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 150.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Section C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Section C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Section C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare | Yes (X) | LookBackMedicareInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Holyoke Medical Center, Inc. | Part V, Section B, Line 5: Holyoke Medical Center has conducted formal and informal surveys each year to look at the health needs of the people we serve. Starting in 2024, Holyoke Medical Center conducted a year long study that entailed key stakeholder interviews, community resident interviews, workshops, a lengthy survey given in English and Spanish, and data collection, which has been brought together to create the 2025 Holyoke Medical Center Community Health Needs Assessment (CHNA). The CHNA also determines how Holyoke Medical Center will provide support, resources and education to the communities we serve. A CHNA is a federal requirement for nonprofit hospitals and must be done every 3 years with input from the broader community including public health experts and collection of important health data. The complete CHNA, as well as the supplemental narratives included on this Form 990, Schedule H, Part VI, provide additional details regarding the Hospital's processes and procedures for gathering community input for its needs assessments. |
| Holyoke Medical Center, Inc. | Part V, Section B, Line 11: Please see the attached Implementation Plan for details on how the Hospital is addressing the significant needs identified in its most recently conducted CHNA as well as the needs that are not being addressed. The attached Implementation Plan also describes the needs that are not being addressed.The Medical Center approved and published its latest Community Health Needs Assessment before the conclusion of its fiscal year ending September 30, 2025 (tax year 2024). Its associated Implementation Plan was published soon after. While CHIP was published in tax year 2025 (fiscal year ending September 30, 2026), both the CHNA and the CHIP were approved and published within the time periods required under Section 501(r). |
| Holyoke Medical Center, Inc. | Part V, Section B, Line 16j: The Hospital has had a section on its website related to financial assistance for several years. The Hospital has a financial assistance policy, plain language summary, and financial assistance application that was available to our patients along with financial assistance signs in certain locations in the Hospital (such as patient registration, and the Emergency department). |
| Schedule H, Part V, Section B, line 7a & 10a: | The Hospital's 2025 CHNA, covering Tax Years 2024-2026, is available at: https://dashboards.mysidewalk.com/2024-update-community-health-needs-assessment-72029f342411/our-story-2025-09-10-181vvvThe Hospital's 2023-2026 CHNA Implementation Strategy is available on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2024/10/HMC-2023-CB-Strategic-Implementation-Plan-1.pdfThe Hospital's 2026-2028 CHNA Implementation Strategy is available on the Hospital's website at:https://www.holyokehealth.com/wp-content/uploads/2026/02/HMC-2026-2028-Strategic-Implementation-Plan.pdfOther past year CHNA and Implementation Strategy reports can be found on the Hospital's website at:https://www.holyokehealth.com/about-us/community-benefits/ |
| Schedule H, Part V, Section B, Line 16a & 16b: | The Hospital's Financial Assistance Policy is available on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2024/10/Holyoke-Medical-Center-English-Financial-Assistance-Policy-FY-2016.pdfThe Plain Language Summary can be found on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2025/07/Holyoke-Medical-Center-Financial-Assistance-Plain-Language-Summary-ENG_07.2025.pdfThe Financial Assistance Application can be found on the Hospital's website at: https://www.holyokehealth.com/wp-content/uploads/2025/07/Holyoke-Medical-Center-Financial-Assistance-Application-2025-ENG.pdfA list of providers covered by the Hospital's Financial Assistance Program is found online at:https://www.holyokehealth.com/wp-content/uploads/2024/10/Providers-Covered-Under-Financial-Assistance-Rev-05-08-17.pdfAll of the above-linked documents and materials can be accessed from the Hospital's financial assistance home page. These documents are also available in Spanish. The Financial Assistance Home Page web-link is as follows:https://www.holyokehealth.com/Patients-Visitors/Financial-Assistance/ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 22 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - Endocrinology & Diabetes Center | ||||
| 10 Hospital Drive Suite 104 | Holyoke | MA | 01040 | Endocrinology Services |
| 2 - HMC - Urology | ||||
| 10 Hospital Drive Suite 204 | Holyoke | MA | 01040 | Urology Services |
| 3 - HMC - Family Medicine | ||||
| 140 Southampton Road | Westfield | MA | 01085 | Physical Therapy, OB/GYN, Laboratory, Midwifery, Gastroenterology |
| 4 - HMC - Walk in Care | ||||
| 1962 - 1970 Memorial Drive | Chicopee | MA | 01020 | Physical Therapy, Radiology, Ultrasound, Laboratory |
| 5 - HMC - Vascular Center | ||||
| 2 Hospital Drive Suite 203 | Holyoke | MA | 01040 | Heart and Lung |
| 6 - HMC - Wound Care Center | ||||
| 18 Hospital Drive | Holyoke | MA | 01040 | Wound Care |
| 7 - HMC - Women's Center | ||||
| 2 Hospital Drive Suite 202 | Holyoke | MA | 01040 | Women's Services |
| 8 - HMC - Pulmonary Services | ||||
| 5 Hospital Drive | Holyoke | MA | 01040 | Pulmonary Services |
| 9 - Holyoke Orthopedics | ||||
| 10 Hospital Drive | Holyoke | MA | 01040 | Orthopedic Services |
| 10 - HMC - Pain Management | ||||
| 10 Hospital Drive | Holyoke | MA | 01040 | Pain Management Services |
| 11 - HMC - Spine Center | ||||
| 10 Hospital Drive Suite 101 | Holyoke | MA | 01040 | Spinal Surgery |
| 12 - HMC - Kidney Associates | ||||
| 10 Hospital Drive Suite 302 | Holyoke | MA | 01040 | Nephrology Practice |
| 13 - HMC - Ear Nose & Throat | ||||
| 10 Hospital Drive Suite 306 | Holyoke | MA | 01040 | Otolaryngology Services |
| 14 - HMC - Weight Management | ||||
| 10 Hospital Drive | Holyoke | MA | 01040 | Medical/Surgical Weight Management Solutions |
| 15 - HMC - NeurologySleep | ||||
| 260 New Ludlow Road | Chicopee | MA | 01020 | Neurological and Sleep Disorders |
| 16 - HMC - Work Connection | ||||
| 200 North Main Street Suite 5 | East Longmeadow | MA | 01028 | Occupational Medicine Services |
| 17 - HMC - Weight Management | ||||
| 115 Elm Street Suite 110 | Enfield | CT | 06082 | Medical/Surgical Weight Management Solutions |
| 18 - HMC - NeurologySleep | ||||
| 2150 Main Street Suite 110 | Springfield | MA | 01104 | Neurological and Sleep Disorders |
| 19 - HMC - Podiatry | ||||
| 2150 Main Street Suite 100 | Springfield | MA | 01104 | Foot and Ankle |
| 20 - HMC - Rheumatology | ||||
| 2150 Main Street Suite 140 | Springfield | MA | 01104 | Rheumatology |
| 21 - HMC - Specialty Surgeons | ||||
| 2150 Main Street Suite 100 | Springfield | MA | 01104 | Surgical Services |
| 22 - HMC - Family Physiatry | ||||
| 3640 Main Street Suite 204 | Springfield | MA | 01107 | Physiatry Servives |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 7: | Holyoke Medical Center, Inc. used the cost-to-charge ratio method in determining the cost of health services provided. Holyoke Medical Center, Inc. derived this cost-to-charge ratio based on total patient care expenses, divided by gross patient service charges per the state CHIA cost report. |
| Part I, Line 7, Column (f): | The Bad Debt expense included on Form 990, Part IX, Line 25, Column (A), but subtracted for purposes of calculating the percentage in this column is $ 6,970,954. |
| Part II, Community Building Activities: | Holyoke Medical Center, Inc. provides a variety of community sponsorships and ongoing relationships with local community organizations. Our goals for those sponsorships and/or team building are to help support organizations where their programming aligns with Holyoke Medical Center's Community Health Needs Assessment. Our intended outcome is to make this a healthier community. |
| Part III, Line 2: | Holyoke Medical Center, Inc. utilizes a costing methodology in which the ratio of patient care cost to charges is applied to the bad debt expense attributable to patient accounts to calculate the estimated cost of bad debt attributable to patient accounts that is reported on Line 2. Discounts and payments on patient accounts are recorded as adjustments to revenue, not bad debt expense. |
| Part III, Line 3: | See narrative for Part III, Line 2. |
| Part III, Line 4: | See Footnote 2 on Page 11 of the attached audited financial statements. |
| Part III, Line 8: | Holyoke Medical Center, Inc. utilizes generally accepted accounting principles in the preparation of its financial statements.Holyoke Medical Center, Inc. used the cost-to-charge ratio method in determining the cost of health services provided. Holyoke Medical Center, Inc. derived this cost-to-charge ratio based on the total patient care expenses, divided by gross patient service charges per the state CHIA cost report. |
| Part III, Line 9b: | Populations Exempt from Collection Action - The following individuals and patient populations are exempt from any collection actions pursuant to the Massachusetts Health Safety Net Program (HSN) regulations:a. Patients enrolled in, receiving benefits from, or participating in a public health insurance program, including but not limited to MassHealth, Emergency Aid to the Elderly, Disabled and Children (EAEDC), Healthy Start, Children's Medical Security Plan (CMSP (provided the patient's family income is equal to or less than 300% of the FPL)), and low income patients subject to the following:(1) Holyoke Medical Center, Inc. may initiate Collection Action against any patient enrolled in, receiving benefits from, or participating in MassHealth, EAEDC or Healthy Start, and any low income patient, for their required co-payments and deductibles as set forth by each specific program.(2) Holyoke Medical Center, Inc. may also initiate collection action for a patient who alleges that he or she is a participant in MassHealth, EAEDC, Health Start or CMSP but fails to provide proof of such participation. Upon receipt of satisfactory proof that a patient is a participant in such a program (including, in the case of MassHealth, EAEDC or Healthy Start, receipt or verification of a signed application), Holyoke Medical Center, Inc. shall cease billing or collection activities.(3) Low income patients are exempt from Collection Action for Eligible Services (as defined by HSN regulations from time-to-time) they receive during the period for which they have low income patient status.(4) Low income patients with family income between 150% and 300% of FPL are exempt from collection action for the portion of their Holyoke Medical Center, Inc. bill that exceeds the patient's deductible. However, Holyoke Medical Center, Inc. may initiate collection action against patients for their required co-payments and deductibles.(5) Holyoke Medical Center, Inc. may continue collection action on any low income patient for services rendered prior to the low income patient determination, provided that the patient's low income patient status has been terminated or expired. However, once a patient is determined to be eligible and enrolled in the Health Safety Net, MassHealth or certain Commonwealth Care programs, Holyoke Medical Center, Inc. will cease collection action for services rendered prior to the beginning of their eligibility.(6) Holyoke Medical Center, Inc. may pursue collection action against low income patients for services other than eligible services for which the patient has agreed to be responsible, provided Holyoke Medical Center, Inc. obtained the patient's prior written consent to be billed for the services. Holyoke Medical Center, Inc. will not bill low income patients for claims denied by the patient's primary insurer resulting from an administrative or billing error unless the error was initiated by patient/ guarantor.(7) Holyoke Medical Center, Inc. will not undertake collection action against an individual who has been approved for ER Bad Debt Medical Hardship or medical hardship under the Massachusetts Health Safety Net Program with respect to the amount of the bill that exceeds the medical hardship contribution.b. With respect to low income patients injured in motor vehicle accidents, Holyoke Medical Center, Inc. will: (1) investigate whether the patient, driver and/or vehicle owner had a motor vehicle liability policy; (2) make every effort to obtain the third party payor information from the patient; (3) if the hospital has prior knowledge and is legally able, attempt to secure assignment on a patient's right to third party coverage on services provided due to an accident; (4) advise patient of duty to notify HSN/MassHealth within 10 days of filing TPL claim/lawsuit, (5) retain documentation of those efforts; (6) where applicable, submit a claim for payment to the motor vehicle liability insurer; and (7) if any portion of the claim was previously billed to the HSN, report any recovery to the HSN.c. Holyoke Medical Center, Inc. will not garnish a low income patient's or their guarantor's wages or execute a lien on the low income patient's or their guarantor's personal residence or motor vehicle unless: (1) Holyoke Medical Center, Inc. can show that the patient or their guarantor has the ability to pay; (2) the patient/guarantor did not respond to HMC requests for information or the patient/guarantor refused to cooperate with HMC to seek an alternative financial assistance program; or (3) for purposes of a lien, it was approved by Holyoke Medical Center, Inc.'s Board of Trustees on an individual case-by-case basis.d. Holyoke Medical Center, Inc. may cease any collection or billing actions against a patient who is unable to pay Holyoke Medical Center, Inc.'s bill at any time during the billing process, if the patient is eligible for assistance under financial assistance programs that HMC may, in its discretion, make available from time-to-time. Holyoke Medical Center, Inc. will keep any and all documentation that shows a patient met the criteria for such programs.e. Holyoke Medical Center, Inc. and its agents shall not continue collection or billing on a patient who is party to bankruptcy proceedings except to secure its rights as a creditor in the appropriate order.f. Holyoke Medical Center, Inc. and its agents will not charge interest on an overdue balance for a low income patient or for patients who are eligible for financial assistance programs that HMC may in its discretion make available from time-to-time. |
| Part VI, Line 2: | Holyoke Medical Center conducts a Community Health Needs Assessment (CHNA) of the community it serves every three years in conjunction with numerous agencies. As part of the CHNA, community meetings were held with numerous local agencies including Holyoke Housing Authority residents, Holyoke and Chicopee City Officials, Holyoke Public Schools, Holyoke Community Policing, Holyoke Medical Center (Valley Health Systems' staff members, including representatives from Holyoke Medical Center and Holyoke Visiting Nurse Association), MassHire YouthWorks Staff and Students, OneHolyoke CDC Residents and Staff, The Salvation Army Holyoke representatives, and ServiceNet Clinicians. HMC Community Benefits maintains partnerships with many of these agencies throughout the year to continue to assess community needs. HMC conducted over 40 stakeholder interviews for its 2025 CHNA, which included meeting with Board of Health Directors from Holyoke, South Hadley, Chicopee and Westfield; Holyoke's Mayor, Director of Planning and Economic Development, a City Councilor, and Chief of Police; Holyoke's Housing Authority, Holyoke Health Center's Chief Medical Officer, MA State Representative, Pat Duffy, Lorraine's Soup Kitchen Executive Director, Access Care Partners, Westfield Pride, OneHolyoke CDC, two of HMC's Nurse Navigation members, and the Community Benefits Advisory Committee which includes representatives from HMC, OneHolyoke CDC, Hampden County Sheriff's Department, HMC Behavioral Health, Holyoke Health Center and Greater Holyoke YMCA, among others. In addition, as part of the CHNA process, HMC implemented a survey with over 60 questions in English and Spanish, among over 400 community members. These questions were developed with the Western Massachusetts Hospital Coalition so that all involved asked the same questions in the various communities they serve. This collaboration and consistency allows data to be shared and analyzed between the other Western Massachusetts hospitals so that solutions can be worked on regionally through the Community Health Improvement Plan (CHIP). The results help to inform the Holyoke Medical Center's Strategic Implementation Plan and the type of programming to offer in the community to help address the needs identified. In addition to the CHNA, HMC uses the Thrive survey, a tool used to screen for social determinants of health. Based on the responses, providers are able to make referrals for those showing need in areas of housing, food, paying for medication, caring for a dependent, paying for utilities, domestic violence, and transportation. In 2025, HMC provided 13,000 THRIVE screenings and referred those in need to resources.HMC Community Benefits Director also participates in a variety of boards and committees to continually assess the needs of the community and create relationships with non-profit organizations for their feedback. These include the Greater Holyoke Chamber, Girls Inc. of the Valley, The Salvation Army, Hampden County Community Health Improvement Plan committee through Pioneer Valley Planning Authority - Community Team 4 Healthy and Active Living, Holyoke Food & Resources with State Representative, Pat Duffy, Holyoke High Dean Campus Program Advisory Committee, Let's Move Hampden County, 5210 committee, McKinney-Vento Homeless Coalition for Holyoke Public Schools, McKinney-Vento Homeless Coalition for Chicopee Public Schools, Safe Routes to School - Walking School Bus, School Community Health Advisory Council for Holyoke Public Schools, Westover Job Corps Community Relations Council and Western Mass Hospital Coalition. These meetings not only serve the respective organization's specific community, they also connect the hospital to many other community based organizations who are participants. In addition, other HMC staff participate in other committees and boards including the Greater Chicopee Chamber of Commerce, Holyoke Rotary, Holyoke HUB, and the Greater Holyoke YMCA to name a few. Key Objectives:The objective of Holyoke Medical Center's 2025 Community Health Needs Assessment was to: 1. Identify most pressing health needs. 2. Identify contributing factors that create barriers to living a healthy life. 3. Identify vulnerable populations that are experiencing health disparities. 4. Compare findings from this year to the 2022 CHNA to see what issues are still relevant. 5. Use the findings to create a strategic implementation plan to help bridge gaps to good health in our community.CHNA Conclusions: Many of the findings echoed those from the 2022 assessment, including ongoing concerns around mental health, housing instability, substance misuse, and access to healthcare. Persistent challenges such as affordable housing, homelessness and food insecurity seemed heightened in community meetings with increases to cost of living. Support for vulnerable populations remained a central theme.However, the 2025 CHNA also highlights new insights including a rapidly aging population. According to the 2025 Massachusetts Healthy Aging Data Report, within the next decade, one in three residents in many Western Massachusetts communities will be age 65 or older. This demographic shift is expected to significantly impact the local workforce, healthcare systems, home-based services, and the demand for accessible housing. It also underscores the need for increased attention to senior care, caregiver support, and age-friendly infrastructure.Another highlight, Access to technology, while a known challenge for many, was not emphasized in the 2022 assessment. However, by 2025, it has emerged as a key concern due to the increasing reliance on digital tools for telehealth, patient portals, remote work, online learning, job applications, and benefits. There are more than 9% of households in Hampden county without internet access and another 19.7% below the FCC's broadband internet standard, both significantly higher than the rest of the state. This number increases to 31% of households without internet access in some sections of Holyoke and 25% without a computer.Ongoing mental health issues remain a concern for both adults and youth in Hampden County. Since the 2022 CHNA, the average number of mentally unhealthy days reported by adults has risen from 5.2 to 6 days per month, indicating a modest but meaningful increase in emotional distress. Among youth, findings from the Chicopee Youth Health Survey reveal that 32% of 10th and 12th grade students experienced persistent feelings of sadness or hopelessness--lasting nearly every day for two consecutive weeks--severe enough to interfere with their daily activities.HMC reviewed all community feedback and identified the most commonly shared priority areas. To guide decisionmaking around community benefits, a set of guiding principles were established to help determine how best to address these needs. The goals of HMC's community benefits program are to: 1. Increase healthcare access by addressing key social determinants of health. 2. Serve vulnerable and underserved populations especially with chronic conditions. 3. Concentrate on the concerns that are most consistent with the organization's strengths and not addressed byexisting community assets. |
| Part VI, Line 3: | 1) General Principles:Holyoke Medical Center, Inc. or its agents will assist uninsured and underinsured patients with the process of applying for available financial assistance programs that may pay for some or all of their hospital bills. In order to help uninsured and underinsured patients find and apply for available financial assistance, HMC will provide all patients with a general notice of the availability of programs by way of posted notices throughout HMC and by way of individual notices to patients. The goal of these notices is to inform patients regarding the availability of financial assistance, as well as assistance with the application process. Holyoke Medical Center, Inc. will assist patients with the application process for the following Massachusetts programs: MassHealth, Commonwealth Care, CMSP, Healthy Start, Health Safety Net, and Medical Hardship through the Health Safety Net. Holyoke Medical Center, Inc. will provide, upon request, specific information about: (a) the eligibility criteria to be a low income patient under the Massachusetts Health Safety Net program or (b) additional financial assistance programs that HMC may in its discretion make available to low income patients from time-to-time. Holyoke Medical Center, Inc. will also notify the patient about available payment plans that may be available to them pursuant to HSN regulations.2) Role of Hospital Patient Financial Counselors and Other Finance Staff:Holyoke Medical Center, Inc. will attempt to identify available coverage options for patients who may be uninsured or underinsured when the patient is scheduling services, while the patient is at HMC, upon discharge and for a reasonable time following discharge. Holyoke Medical Center, Inc. will direct all patients seeking available coverage options to HMC's Patient Financial Counseling office for eligibility screening and assistance with the application process, including the application process for financial assistance programs that HMC may in its discretion make available to low income patients from time-to-time.Holyoke Medical Center, Inc. will also provide information on how to contact the appropriate staff within the hospital's Finance Department to verify the accuracy of the hospital bill or to dispute certain charges.3) Notification Practices:Holyoke Medical Center, Inc. will post a notice (signs) of availability of financial assistance in the following locations: a. Service delivery areas (e.g., inpatient, clinic, emergency department admission and/or registration areas); b. Patient financial counselor areas; c. Central admission/registration areas; and/or d. Business office areas that are open to patients.Posted signs will be clearly visible and legible to patients visiting these areas. The hospital will also include a notice about the availability of financial assistance in all initial bills.When a patient contacts the hospital, the hospital finance staff will attempt to identify if a patient qualifies for a public financial assistance program or a payment plan. A patient who is enrolled in a public financial assistance program (e.g., MassHealth or the Health Safety Net) may qualify for certain plans. Patients may also qualify for additional assistance based on the hospital's own internal criteria for financial assistance or qualify for coverage of services as a medical hardship based on the patient's documented income and allowable medical expenses.For cases in which the hospital is using the Virtual Gateway application, the hospital will assist the patient in completing the application for MassHealth, Commonwealth Care, Children's Medical Security Plan, Health Start, Health Safety Net, or other forms of financial assistance programs as they become part of the Virtual Gateway program.All signs and notices shall be translated into languages other than English if such language is primarily spoken by 10% or more of the residents in the hospital service area, which is based on the hospital admissions and/or discharge information. |
| Part VI, Line 4: | As reported in its 2025 CHNA (2024 tax year), based on the geographic area where most of its patients come from, HMC's primary service areas are: Holyoke, Chicopee, South Hadley, West Springfield and Westfield. The total population for the primary service area is over 180,000, and reports the following key demographics and statistics: - $53,605 median household income. - 27% of people are considered to be living in poverty. - 58.4% of the population speaks only English; 38.1% can speak Spanish. - 62.7% of all families with children are composed of a single female with children. - The number of people living below the poverty level has decreased from approximately 12,000 to 10,000 over about 10 years. - 29% of adults have obtained at least a high school degree. An additional 16% have completed at least some college education. The rates of adults without a high school degree have decreased over time. - The rates of children enrolled in nursery school or preschool have increased over time. - Approximately 41% of homes are owner occupied. - 19% of homes do not have a vehicle. - 2.3% of the population is deemed White, and 52.4% is deemed Hispanic or Lantino. The final approximately 5% is composed of persons deemed as Black, Hawaiian, Asian, or Other.Additionally, and in coordination with the Massachusetts Department of Public Health Community Health Equity Survey (CHES), Holyoke Medical Center's service area reports the following demographic statistics. Housing Stability and Basic Needs:Housing is a foundation for health. Poor housing conditions can trigger or worsen chronic illnesses and housing instability can impact overall mental health. - 10.6% of respondents in HMC's service area reported no steady place for housing. - 11.5% of respondents in HMC's service area reported being worried about losing housing. - 21.5% of respondents in HMC's service area reported internet connectivity issues. - 37.7% of respondents in HMC's service area reported applying for/received economic assistance. - 51.7% of respondents in HMC's service area reported Trouble paying for any basic needs in past year. Safety & Discrimination:Safety and discrimination are critical factors shaping health and well-being. These issues can be tied to higher rates of anxiety, depression, chronic diseases, substance abuse, and lower life expectancy. In community meetings, sex trafficking, domestic and intimate partner violence were issues raised as health concerns. - 29.2% of respondents in HMC's service area reported experiencing neighborhood violence. - 43.8% of respondents in HMC's service area reported experiencing intimate partner violence. - 28.3% of respondents in HMC's service area reported experiencing sexual violence. - 65.8% of respondents in HMC's service area reported feeling some form of discrimination. Employment:Employment provides income and stability required for basic needs. Many jobs also offer health insurance and paid sick leave, improving access to healthcare and supporting recovery from illness. Work can also provide social connections and a sense of purpose. During community health needs assessment meetings, participants highlighted challenges around earning a livable wage. Many individuals are juggling multiple part-time jobs to stay afloat, often without access to health insurance. Their work schedule may also make it difficult to take time off for medical appointments, further limiting their ability to access the healthcare they need. - 21.1% of respondents in HMC's service area reported holding more than one job. - 77.9% of respondents in HMC's service area reported paid sick leave at work. - 32% of respondents in HMC's service area reported working from home or having a hybrid work environment. Healthcare:Access to telehealth can make it easier for people to get care. While the data shows that even though many people report having chronic conditions, there is still potential for progress in meeting unmet needs for mental health care, help with short-term illness, or ongoing health issues. - 54.2% of respondents in HMC's service area reported at least one telehealth visit in the past year. - 67.8% of respondents in HMC's service area reported reported having a chronic condition. - 20% of respondents in HMC's service area reported having an unmet healthcare need in the past year. - 17.3% of respondents in HMC's service area reported an unmet mental health care need in the past year. - 16.4% of respondents in HMC's service area reported an unmet, ongoing health condition. - 12.1% of respondents in HMC's service area reported an unmet need for a short-term illness. Mental Health:In the HMC service area, over one-third (36.1%) of survey respondents reported having a mental health condition. Feelings of isolation were higher in the HMC area, with 24.6% of respondents reporting feeling isolated, compared to 13% across Massachusetts. Psychological distress was also notably greater, with nearly half (48.5%) of HMC respondents experiencing high or very high levels of distress in the past month, compared to 31.8% of respondents statewide. Overall, survey respondents in the HMC area report experiencing more mental health challenges and feelings of isolation than the state average. Substance Use:Alcohol use in the HMC service area was lower than the state average, with 37.3% of survey respondents reporting drinking in the past month compared to 48.8% of respondents across Massachusetts. Medical marijuana use was higher in the HMC area at 8.8%, while only 6.3% of survey respondents statewide reported using it. Use of nicotine products was also notably higher among survey respondents in the HMC service area at 25.2% compared to Massachusetts overall at 14.2%. Additionally, 17.2% of HMC survey respondents said they used non-medical marijuana in the past month, compared to 13.4% statewide.In summary, while alcohol use is lower among survey respondents in the HMC service area, the use of medical marijuana, nicotine products, and non-medical marijuana is higher among respondents than the Massachusetts average. |
| Part VI, Line 5: | As an independent community hospital, Holyoke Medical Center is committed to addressing the most pressing healthcare needs of those living and working in the surrounding area. Every year the hospital provides expertise, time, and resources to improve the health of all people in our community. Examples of such activities include: 1. CHNA Completion and Continuation: For this tax year, Holyoke Medical Center completed the triennial Community Health Needs Assessment, which provided key data and information about the challenges and opportunities heard through community engagement with residents and community leaders. This information continues to help guide the hospital's Strategic Implementation Plans, as well as to help us to serve those most in need. The Hospital continuously works to address the health needs identified in the CHNA and has outlined its strategies to do so in its 2025 CHNA Implementation Plan reports. 2. 463 employees participated in Adopt-A-Family, where 147 children received 588 gifts, $2,800 in grocery store gift cards, and supported 56 families in need. 3. Nursing students spent 118,000 hours in internships on campus. 4. The Medical Center coordinated over 1,900 rideshares, And also provided door door transportation services for more than 4,000 patients. 5. Over $2.8 million in value of care was provided for those experiencing financial hardship in the emergency department. 6. The Medical Center provide counseling and assistance services to over 700 people. 7. 200,000 educational magazines were distributed to area residents. 8. Over 250 patients received uncompensated legal assistance. 9. The messenger invested over $1.1 million providing interpretive services in 44 languages, with 59,000 encounters. 10. The Medical Center delivered over 3000 meals within the community. 11. Over $2.3 million of uncompensated care for behavioral health patients wwas provided in our community. 12. Because of the Medical Center, 100 mothers are going back to school for their degree, through the HMC Family Nurse Practitioner Program. 13. The Medical Center operates 2 community shuttles, which served over 16,000 patients. 14. Over 1,400 visits were accommodated from teen patients from area high schools. 15. Over $1 million was invested in school events, committees, and educational opportunities for youth. 16. An average of 361 people visited the farmers market at the hospital each week. 17. Addiction counseling services treated over 1,400 patients. 18. HMC providers spent over 14,000 hours with nurse practitioner and physician assistant students. 19. Over 90 volunteers provided services for HMC programs, for a total of 2,090 hours.Through these efforts and more, Holyoke Medical Center remains committed to advancing the general health and wellbeing of its community. |
| Part VI, Line 6: | Holyoke Medical Center (HMC) is a 219-bed independent community hospital with over 1,600 employees serving individuals and families throughout the cities and towns of the Pioneer Valley. The medical staff includes more than 375 physicians and consulting staff. Holyoke Medical Center is a nationally-accredited hospital and is the first and only hospital in Western Massachusetts to obtain the prestigious accomplishment of becoming certified in the ISO 9001:2015 Quality Management System. Among some of the top-rated services at Holyoke Medical Center is the award winning Holyoke Medical Center Stroke Service which has been consistently rated as one of the best in the state. HMC received the Top Hospital Award in 2020, 2016, and 2014 from the Leapfrog Group for excellence in quality of care and patient safety. Areas of clinical emphasis also include behavioral health, critical care, emergency care, orthopedics, oncology, rehabilitation, women's health services, speech and hearing, bariatric, and wound care services.Holyoke Medical Center is a member of Valley Health Systems in Holyoke, which also includes the affiliates Holyoke Medical Group, and the Holyoke Visiting Nurse Association & Hospice Life Care.Our Mission at Holyoke Medical Center is to improve the health of all people in our community. We do that with honesty, respect and dignity for our patients, visitors and staff. We do that through expert and compassionate care, education and knowledge sharing, community partnerships, fostering innovation and growth and by inspiring hope in all we touch. We do that by being good stewards of our resources and providing efficient and cost effective care to all.The Community Benefit Mission Statement is to collaborate with community partners to assess and improve the health needs of our residents. We will do this by providing resources, education, and services to address the needs of our most vulnerable community members |
| Part VI, Line 7, Reports Filed With States | MA |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Nueva Esperanza Inc | ||||||||
| 401 Main Street | Holyoke | MA | 01040 | 042774010 | 501(c)(3) | $20,000 | $0 | Charitable Mission and Event Sponsor |
| St Patrick's Parade Committee of Holyoke | ||||||||
| PO Box 871 | Holyoke | MA | 01040 | 042633859 | 501(c)(3) | $10,000 | $0 | Charitable Mission and Event Sponsor |
| City of Chicopee | ||||||||
| 17 Springfield Street | Chicopee | MA | 01013 | GOV | $7,000 | $0 | Charitable Mission and Event Sponsor | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Employee Emergency Financial Relief | GrantTypeTxt |
| Recipient | 15 | RecipientCnt |
| Cash Grant | $9,810 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Hospital awarded sponsorship and grants to various tax-exempt organizations, public charities, or municipalities, and so additional monitoring is not deemed necessary. The Hospital also maintains a restricted fund to provide emergency financial relief to qualifying employees. Awards for financial relief paid to employees range from $500-$1,000 per payment. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Frederik Pennings MD | ||||||||||||||
| Neurosurgeon | $1,414,123 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,941 | $0 | $1,436,064 | $0 | $0 | $0 |
| Noah J Epstein MD | ||||||||||||||
| Orthopedic Surgeon | $1,118,392 | $0 | $0 | $0 | $0 | $0 | $3,450 | $0 | $21,941 | $0 | $1,143,783 | $0 | $0 | $0 |
| Spiridon E Hatiras | ||||||||||||||
| President & CEO, Clerk | $0 | $906,011 | $0 | $0 | $0 | $0 | $0 | $56,334 | $0 | $21,559 | $0 | $983,904 | $0 | $0 |
| Andrey Pavlov MD | ||||||||||||||
| Pulmonologist | $898,653 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $3,063 | $0 | $901,716 | $0 | $0 | $0 |
| Nirav R Sheth MD | ||||||||||||||
| Cardiologist | $848,782 | $0 | $0 | $0 | $0 | $0 | $3,450 | $0 | $21,941 | $0 | $874,173 | $0 | $0 | $0 |
| Alexander Berry MD | ||||||||||||||
| Urologist | $826,489 | $0 | $0 | $0 | $0 | $0 | $3,450 | $0 | $21,941 | $0 | $851,880 | $0 | $0 | $0 |
| Simon Ahtaridis MD | ||||||||||||||
| Director/Medical Dir. (end 11/24) | $394,096 | $0 | $0 | $0 | $0 | $0 | $23,179 | $0 | $14,103 | $0 | $431,378 | $0 | $0 | $0 |
| Dean Vitarisi | ||||||||||||||
| Treasurer & CFO | $0 | $380,743 | $0 | $0 | $0 | $0 | $0 | $26,932 | $0 | $21,941 | $0 | $429,616 | $0 | $0 |
| John Mazzucco MD | ||||||||||||||
| Director/General Surgeon | $356,143 | $0 | $0 | $0 | $0 | $0 | $3,450 | $0 | $16,598 | $0 | $376,191 | $0 | $0 | $0 |
| Kartik Viswanathan MD | ||||||||||||||
| Director/Int. Medicine (start 12/24) | $0 | $339,918 | $0 | $0 | $0 | $0 | $0 | $3,450 | $0 | $21,941 | $0 | $365,309 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | The compensation for the Organization's CEO was established by a related organization, Valley Health Systems, Inc. That organization established the CEO's compensation by using a compensation committee and a compensation study. The compensation was also approved by the System's compensation committee. |
| Part I, Line 4b | Holyoke Medical Center adopted a 457(f) non-qualified deferred compensation plan that became effective as of July 1, 2017. The Plan allows for eligible individuals and employees of the Medical Center to receive benefits under the Plan until the attainment of age 65. Non-elective contributions made for a Plan participant are tracked and will vest separately based on anniversaries of participants' employment. Each contribution will be 0% vested until the participant reaches the end of their second year of employment after each contribution. Each contribution will become 100% vested as of the last day of the 2nd year of a participant's employment, if the participant is still employed on that date. Only eligible employees are participants in the plan, and the plan does not allow for employee elective deferrals or employer matches. For the 2024 calendar tax year, the following listed individuals received 457(f) contributions under the plan are: - Spiros Hatiras, $52,884. - Dean Vitarisi, $23,482. - Simon Ahtaridis, $23,179. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Development Finance Agency | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 043431814 | BondIssuerEIN |
| Bond Issued | 2015-12-18 | BondIssuedDt |
| Issue Price | $15,000,000 | IssuePriceAmt |
| Purpose | Construction of Addition to Hospital Facility & Parking Lot | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,246,892 | RetiredAmt |
| Total Proceeds | $15,000,000 | TotalProceedsAmt |
| Capitalized Interest | $509,511 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $622,161 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $16,940,433 | CapitalExpendituresAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part III; Part IV; and Part V | FormAndLineReferenceDesc |
| Explanation | Although formal written policies are not in place to ensure that violations are timely identified and corrected, the bonds issuer, monitors regulation Sections 1.141-12, 1.145-2, and 148 requirements for the Organization. Furthermore, the Organization works closely with bond counsel to monitor any lease agreements or management service contracts that have the potential to result in private business use and to ensure that safeguards are in place to take appropriate and timely remedial action should any violations of federal tax requirements occur. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Certain officers and directors of Holyoke Medical Center, Inc. are employed by a related tax-exempt organization with common officers and/or directors with the Medical Center. By virtue of this arrangement, certain individuals listed on this Form 990, Part VII have a business relationship with one another. |
| Form 990, Part VI, Section A, line 6 | The sole member of Holyoke Medical Center is Valley Health Systems, Inc. |
| Form 990, Part VI, Section A, line 7a | Valley Health Systems, Inc. elects the members of the governing body of Holyoke Medical Center, Inc. Valley Health Systems, Inc. also has the power to remove any member of the governing body, with or without cause, at any time by giving written notice to such governing body member. |
| Form 990, Part VI, Section A, line 7b | Significant decisions of the governing body of Holyoke Medical Center, Inc. are subject to the approval of Valley Health Systems, Inc. as specified in the Organization's bylaws. |
| Form 990, Part VI, Section B, line 11b | A copy of the Hospital's Form 990 was provided to each voting member of the governing body prior to its filing with the Internal Revenue Service. The Form 990 was prepared with the assistance of an independent public accounting firm and thoroughly reviewed by the Senior Vice President of Finance and CFO and key financial staff of the Hospital prior to distributing it to the governing body for review. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy of Holyoke Medical Center, Inc. (HMC) is monitored and enforced as part of the Valley Health Systems, Inc. System and is reviewed annually by the System's conflict of interest committee. HMC board members, officers, and key employees complete and sign a conflict of interest questionnaire annually. All signed questionnaires are then submitted to HMC and to Valley Health Systems, Inc. (parent) for review and monitoring. |
| Form 990, Part VI, Section B, line 15 | The compensation committee of the Valley Health System, Inc. utilizes a market compensation survey to recommend to the Board the approval of its determination of the appropriate compensation of the Chief Executive Officer. During that process, the Committee also reviews the compensation levels of other senior management and key employees of the System. These individuals are not members of the compensation committee and do not participate in this process. The CEO, as a member of the Board of VHS, does not participate in the approval process of that officer's compensation. |
| Form 990, Part VI, Section C, line 19 | The governing documents, conflict of interest policy, and financial statements of Valley Health Systems and Affiliates, which includes supplemental information of the filing entity, are available to the public upon request at the Organization's administrative office at 575 Beech Street, Holyoke, MA. |
| Form 990, Part VI, Section B, Line 16b: | Holyoke Medical Center does not have a separate, formal joint venture policy. However, all joint venture arrangements and similar business agreements are subject to the review, approval, and oversight of the Organization's top management and operational officials, including the CEO and COO. The Organization's legal counsel also reviews all joint venture agreements or similar contracts to ensure the arrangements are in compliance with applicable law. Additionally, the Organization's CFO and Director of Financial Planning review any joint venture or similar activities closely and regularly. Accordingly, while there is no separate joint venture policy, any business arrangements that are similar in nature to a joint venture are thoroughly monitored and regularly reviewed to ensure that such activities are compliant with requisite laws and regulations, and that any such activities also contribute meaningfully to the Organization's ability to fulfill its charitable purpose. |
| Form 990, Part VII: | Simon Ahtaridis, MD, Kartik Viswanathan, MD, Vishal Tiwari, MD, and John Mazzucco, MD are listed on Form 990, Part VII as voting members of the Hospital's board of directors. In accordance with IRS instructions, each has reportable compensation and benefit information disclosed on Part VII. However, each person is a licensed, full-time physician-employee of the Hospital or one of its affiliates, and their compensation and benefits represents remuneration in their capacity as such. No part of their reportable compensation or benefits is paid in their capacity as board members of the Hospital. |
| Form 990, Part IX, Column D: | All philanthropic and solicitation activity is carried out by Holyoke Medical Center affiliates. Therefore, no expenses have been allocated as fundraising expenses on Form 990, Part IX. |
| Form 990, Part XI, line 9: | Net transfers (to)/from affiliates 4,741,467. Change in beneficial interest - VHS 290,303. Pension-related changes other than net periodic costs 32,091,948. |
| Form 990, Part XII, Line 2c: | The audit process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Community Health Foundation of Western Mass Inc | |||||||||||
| 575 Beech Street | Holyoke | MA | 01040 | 222568962 | Raise & Invest Funds for Affiliates | MA | 501(c)(3) | Line 7 | Valley Health Systems Inc | 0 | |
| H-C Management Services Inc | |||||||||||
| 20 Hospital Drive | Holyoke | MA | 01040 | 222515981 | Supporting Organization | MA | 501(c)(3) | Line 12b, II | Valley Health Systems Inc | 0 | |
| Holyoke Visiting Nurse Association Inc | |||||||||||
| 575 Beech Street | Holyoke | MA | 01040 | 042104310 | Home Health Care | MA | 501(c)(3) | Line 10 | Valley Health Systems Inc | 0 | |
| MassWest Services Inc | |||||||||||
| 575 Beech Street | Holyoke | MA | 01040 | 222515964 | Health Care | MA | 501(c)(3) | Line 12b, II | Valley Health Systems Inc | 0 | |
| River Valley Counseling Center Inc | |||||||||||
| 187 High Street | Holyoke | MA | 01040 | 042174657 | Outpatient Mental Health | MA | 501(c)(3) | Line 10 | Valley Health Systems Inc (end 72025) | 0 | |
| Valley Health Systems Inc | |||||||||||
| 20 Hospital Drive | Holyoke | MA | 01040 | 042103583 | Health Care | MA | 501(c)(3) | Line 7 | 0 | N/A | |
| Western Mass Physician Associates Inc | |||||||||||
| 15 Hospital Drive | Holyoke | MA | 01040 | 043202198 | Medical Care Services | MA | 501(c)(3) | Line 3 | MassWest Services Inc | 0 | |
| William Skinner TUA-Holyoke Hospital Trust | |||||||||||
| PO Box 1802 | Providence | RI | 029011802 | 046035855 | Grantmaking | MA | 4797(a)(1) | PF | Valley Health Systems Inc | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990, Schedule R, Part II: | FormAndLineReferenceDesc |
| Explanation | On June 30, 2025, Valley Health Services ("VHS") entered into an agreement with Servicenet, an unrelated entity, whereby VHS agreed to transfer its sole member interest in River Valley Counseling Center ("RVCC") to Servicenet for no consideration. VHS was concurrently released from all guarantees and other obligations related to RVCC, and effective July 1, 2025, RVCC ceased to be considered a related organization of VHS or its other affiliated entities. | ExplanationTxt |
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