Form 990 for tax year 2022

Totals

Total revenue

$930,545,645

Total expenses

$923,558,117

Contributions and grants received

$0

Grants paid

$486,500

Program service revenue

$923,861,185

Investment income

$3,426,145

Other revenue

$3,258,315

Total assets, end of year

$292,952,185

Total liabilities, end of year

$201,033,166

Net assets or fund balances, end of year

$91,919,019

Program services expenses (Part IX)

$825,247,096

Management and general expenses

$98,311,021

Fundraising expenses

$0

Program service expenses (Part III)

$825,247,096

Program services were 89.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2022

• HEALTH NEW ENGLAND, INC MAKES HIGH QUALITY, LOW COST HEALTH CARE SERVICES AVAILABLE THROUGH HEALTH PLANS WITHIN A SERVICE AREA THAT COMPRISES MORE POOR, MEDICALLY UNDERSERVED AND RURAL COMMUNITIES THAN ANY OTHER PART OF MASSACHUSETTS. A FEDERAL HEALTH RESOURCES & SERVICES ADMINISTRATION REPORT STATED THAT OF THE 102 MASSACHUSETTS TOWNS DESIGNATED AS MEDICALLY UNDERSERVED, 78 ARE IN THE FOUR COUNTIES THAT HEALTH NEW ENGLAND SERVES. BASED ON THAT STATISTIC, IN ALL OVER 45% OF HEALTH NEW ENGLAND'S ENROLLEES LIVE IN MEDICALLY UNDERSERVED AREAS.HEALTH NEW ENGLAND'S SERVICE AREA INCLUDES FOUR OF THE FIVE COUNTIES WITH THE HIGHEST PERCENTAGE OF POVERTY AND THE LOWEST PER CAPITA INCOME IN MASSACHUSETTS, BASED ON US CENSUS BUREAU DATA. MANY RESIDENTS IN WESTERN MASSACHUSETTS THUS STRUGGLE WITH POVERTY AND LOW LEVELS OF INCOME. ACROSS THE FOUR COUNTIES OF WESTERN MASSACHUSETTS, 16% OF RESIDENTS LIVE IN POVERTY, AND THE MEDIAN FAMILY INCOME IN THREE OF THE FOUR COUNTIES IS MORE THAN 20% LOWER THAN THAT OF THE STATE. CHILD POVERTY RATES ARE HIGH WITH 23% OF CHILDREN IN THE REGION LIVING IN POVERTY. HAMPDEN COUNTY HAS THE HIGHEST RATES OF POVERTY AND UNEMPLOYMENT IN HEALTH NEW ENGLAND'S SERVICE AREA AND THE LOWEST MEDIAN INCOME. ALSO, LOWER LEVELS OF EDUCATION CONTRIBUTE TO UNEMPLOYMENT AND THE ABILITY TO EARN A LIVABLE WAGE. APPROXIMATELY 12% OF RESIDENTS AGE 25 AND OLDER IN WESTERN MASSACHUSETTS DO NOT HAVE A HIGH SCHOOL DIPLOMA, WITH THE HIGHEST RATES OBSERVED IN HAMPDEN COUNTY (16%). IN THE COMMUNITIES OF SPRINGFIELD, HOLYOKE, CHICOPEE, LUDLOW, WEST SPRINGFIELD AND PITTSFIELD, OVER 20% OF ELIGIBLE INDIVIDUALS DO NOT HAVE A HIGH SCHOOL DIPLOMA, WHICH IS NEARLY DOUBLE THE STATEWIDE RATE.HEALTH NEW ENGLAND MAKES HEALTH CARE AVAILABLE IN THIS SERVICE AREA AND TO THIS POPULATION BY OFFERING HEALTH PLANS WHICH SERVE THE FOLLOWING:INDIVIDUALS AND SMALL GROUPS:ENROLLEES AT 12/31/22: 35,053REVENUE: $225,124,622PROGRAM EXPENSES: $236,399,074HEALTH NEW ENGLAND OFFERS HEALTH PLANS TO INDIVIDUALS AND FAMILIES (BOTH DIRECTLY AND THROUGH THE MASSACHUSETTS HEALTH CONNECTOR) AND SMALL EMPLOYER GROUPS (EMPLOYERS WITH 50 OR FEWER EMPLOYEES).MEDICARE:ENROLLEES AT 12/31/22: 10,384REVENUE: $115,190,510PROGRAM EXPENSES: $113,036,904HEALTH NEW ENGLAND SERVES MEDICARE ENROLLEES THROUGH HEALTH NEW ENGLAND MEDICARE ADVANTAGE PLANS.MEDICAID: ENROLLEES: 50,274REVENUE: $354,396,790PROGRAM EXPENSES: $352,045,867HEALTH NEW ENGLAND PARTICIPATES IN MASSHEALTH, THE MASSACHUSETTS MEDICAID PROGRAM, THROUGH A MEDICAID MANAGED CARE PLAN. THE NUMBER OF HEALTH NEW ENGLAND'S MEDICAID PLAN ENROLLEES HAS GENERALLY INCREASED SINCE 2010 WHEN HEALTH NEW ENGLAND BEGAN OFFERING SUCH PLANS, WITH AN INCREASE OF 10% FROM CALENDAR 2021 TO 2022.OTHER INDIVIDUALS AND FAMILIES:ENROLLEES AT 12/31/22: 33,849REVENUE: $230,846,997PROGRAM EXPENSES: $232,232,385HEALTH NEW ENGLAND ALSO PROVIDES COVERAGE TO INDIVIDUALS AND FAMILIES THROUGH PLANS OFFERED BY EMPLOYERS WHICH HAVE MORE THAN 50 EMPLOYEES. THIS CATEGORY INCLUDES MANY MUNICIPAL EMPLOYEES WHO DO NOT OBTAIN COVERAGE THROUGH THE GIC, AND ALSO INCLUDES MANY EMPLOYEES OF HEALTH CARE AND NONPROFIT ORGANIZATIONS.IN 2022, HEALTH NEW ENGLAND CONTINUED COMMITTING TO IMPROVE THE HEALTH STATUS IN COMMUNITIES WE SERVE BY ADDRESSING RACIAL, ETHNIC, ECONOMIC AND GENDER HEALTH DISPARITIES AND IMPROVING HEALTH EQUITY FOR ALL. HEALTH NEW ENGLAND'S COMMUNITY BENEFITS PROGRAM IS INTENDED TO HELP PEOPLE ATTAIN THEIR FULL HEALTH POTENTIAL AND REDUCE BARRIERS THAT CAUSE DISADVANTAGES DUE TO SOCIAL DETRMINANTS OF HEALTH FACTORS THAT ADVERSELY AFFECT THE HEALTH OF THE COMMUNITY. OUR COMMUNITY BENEFITS STRATEGY IS A PLANNED, MANAGED AND MEASURED ORGANIZATIONAL APPROACH TO MEETING IDENTIFIED COMMUNITY HEALTH NEEDS BASED OFF THE 2019 COMMUNITY HEALTHY NEEDS ASSESSMENT (CHNA), AND ALIGNS WITH HEALTH NEW ENGLAND'S POPULATION HEALTH MANAGEMENT, DIVERSITY, EQUITY, INCLUSION, BELONGING (DEIB), AND HEALTH EQUITY COMMITTEE STRATEGIES.IN 2022, HEALTH NEW ENGLAND COMMITTED $540,000 IN INVESTMENTS BACK TO THE COMMUNITY. IN 2021, MAJOR COMPONENTS INCLUDE: - WHERE HEALTH MATTERS GRANTS, ACCOUNTING FOR 46% OF ALL FUNDING; - BAYSTATE HEALTH FOUNDATION ACCOUNTING FOR 19% OF ALL FUNDS: - DIVERSITY, EQUITY, INCLUSION, BELONGING (DEIB) MINI GRANTS, ACCOUNTING FOR 19% OF ALL FUNDING; - PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS, ACCOUNTING FOR 11% OF ALL FUNDS: AND - LONG TERM COMMUNITY GRANT COMMITMENTS, ACCOUNTING FOR 6% OF ALL FUNDS.THE GRANT PROGRAMS MAKES IT POSSIBLE TO STRATEGICALLY ALIGN INVESTMENTS ACROSS IDENTIFIED HEALTH PRIORITIES TO HAVE A MORE EQUAL DISTRIBUTION OF FUNDING SUPPORT IN THE COMMUNITIES HEALTH NEW ENGLAND SERVES. THE COMMUNITY BENEFITS PROGRAM FUNDED NONPROFIT COMMUNITY ORGANIZATIONS IN THE FOLLOWING AREAS: - MATERNAL & INFANT HEALTH (37%) - FOOD INSECURITY (19%) - HEALTH EQUITY (12%) - HOUSING (11%), SOCIAL ENVIRONMENT (9%), CARE COORDINATION (9%) AND CHNA (3%).ALL FIVE COUNTIES IN HEALTH NEW ENGLAND'S SERVICE AREA RECEIVED COMMUNITY BENEFIT FUNDING SUPPORT:HAMPDEN COUNTY 83%, HAMPSHIRE COUNTY 10%, FRANKLIN COUNTY 3%, BERKSHIRE COUNTY 3% AND WORCESTER COUNTY 1%.ACCORDINGLY, HEALTH NEW ENGLAND HAS AIDED OR WORKED WITH A WIDE VARIETY OF COMMUNITY ORGANIZATIONS TO SUPPORT PROGRAMS FOR HEALTH IMPROVEMENT, SUPPORT FACTORS THAT INFLUENCE OVERALL HEALTH AND BENEFIT THE OVERALL COMMUNITY. COMMUNITY BENEFITS INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING ORGANIZATIONS:IN 2022, HEALTH NEW ENGLAND BUILT ON THE EXISTING MULTIYEAR COMMITMENTS TO ORGANIZATIONS THROUGH THE WHERE HEALTH MATTERS GRANT PROGRAM IN $250,000 GRANT FUNDS. THE GRANT PROGRAM COMPLEMENTS AND MIRRORS HEALTH NEW ENGLAND'S COMMUNITY BENEFITS MISSION BY: - ENCOURAGING PROGRAMS TO ADDRESS HEALTH PRIORITIES AS WELL AS SOCIAL DETERMINANTS OF HEALTH TO IMPROVE HEALTH EQUITY ACROSS OUR VULNERABLE POPULATIONS. - BRINGING VALUE TO COMMUNITY ORGANIZATIONS BY PROVIDING GRANT RECIPIENTS WITH EDUCATION AND TECHNICAL ASSISTANCE IN THE PLANNING AND IMPLEMENTATION OF THEIR GRANT PROGRAMS. - INCORPORATING A POPULATION HEALTH PERSPECTIVE, DRIVE HEALTH IMPROVEMENTS USING EVIDENCE-BASED METHODOLOGIES. - FACILITATING COLLABORATION WITH COMMUNITY PARTNERS TO LEVERAGE EXISTING RELATIONSHIPS TO DEVELOP NEW PROGRAMS, EXTEND THE CAPACITY OF AN ORGANIZATION, AND INTEGRATE PROGRAMS TO ULTIMATELY EXPAND SERVICES AND HAVE A GREATER IMPACT ON TARGETED POPULATIONS AND COMMUNITIES. - PROVIDING PROGRAM SUSTAINABILITY TO STRENGTHEN PROGRAM IMPACT AND MOVE THE NEEDLE IN COMMUNITY HEALTH OUTCOMES.CLINICAL & SUPPORT OPTIONS (CSO) RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THEIR "FRIENDS OF THE HOMELESS - CARE COORDINATION SUPPORT". THE GOAL IS TO DEVELOP AND IMPLEMENT MEDICAL PREVENTION AND RESPONSE STRATEGIES AND COORDINATE MEDICAL CARE AND CREATE GREATER ACCESS TO BEHAVIORAL HEALTH CARE FOR THOSE WHO ARE HOMELESS WHILE IMPROVING INDIVIDUAL CAPACITY FOR SELF-EFFICACY. SHORT-TERM OUTCOMES ARE IN PROGRESS, AS THE GRANT RUNS FROM OCTOBER 2020 - SEPTEMBER 2023. - GIRLS ON THE RUN WESTERN MA (GOTR) RECEIVED $100,000 IN FUNDING OVER TWO YEARS TO SUPPORT THEIR "EXPANSION OF GIRLS ON THE RUN PROGRAM". GOTR WILL DOUBLE THEIR PROGRAMMING WITH THE GOAL OF IMPROVING PHYSICAL AND SOCIAL EMOTIONAL HEALTH OUTCOMES AMONG 3-8 GRADE GIRLS IN CHICOPEE, HOLYOKE AND SPRINGFIELD SCHOOLS. SHORT-TERM OUTCOMES ARE IN PROGRESS, AS THE GRANT RUNS FROM OCTOBER 2021-SEPTEMBER 2023. - THE CARE CENTER RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THE "ROQUE HOUSE AND CULTURAL CENTER". OVER THE NEXT 3, THE CARE CENTER WILL PROVIDE A STABLE, INSPIRING, AND SAFE HOME FOR YOUNG FAMILIES BY SUPPORTING A LIVE-IN ARTIST AND COUNSELOR TO SUPPORTING A VIBRANT LEARNING COMMUNITY OF YOUNG MOTHERS IN THE PROCESS OF ATTAINING THEIR COLLEGE DEGREE. SHORT-TERM OUTCOMES ARE IN PROGRESS, AS THE GRANT RUNS FROM OCTOBER 2021 - SEPTEMBER 2024. - THE FOOD BANK OF WESTERN MA RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THEIR "FOOD INSECURITY SCREENING AND REFERRAL INITIATIVE" TO IDENTIFY AND SERVE FOOD INSECURE INDIVIDUALS, INCREASE ACCESS TO SERVICES TO ADDRESS INSECURITY. SHORT-TERM OUTCOMES ARE IN PROGRESS, AS THE GRANT RUNS FROM OCTOBER 2020 - SEPTEMBER 2023. - WELLSPRING RECEIVED $150,000 IN FUNDING OVER 3 YEARS TO SUPPORT THE "GO FRESH MOBILE MARKET PROGRAM". GO FRESH MARKET WILL 1) DOUBLE THE NUMBER OF PEOPLE IT PROVIDES ACCESS TO FRESH, HEALTHY, LOCAL FOODS: 2) ENACT A PILOT PROGRAM TO EXPAND THE GO FRESH FARMERS MARKET THROUGHOUT THE WINTER PROVIDING YEAR ROUND ACCESS TO HEALTH FOODS: 3) PARTNER WITH LOCAL HEALTH CLINICS TO ESTABLISH A FOOD REFERRAL PROGRAM THAT MEETS THE NEEDS OF PATIENTS WITH CHRONIC CONDITIONS THROUGH EDUCATION AND ACCESS TO HEALTHY FOODS: AND 4) CONTINUE TO SUPPORT MINORITY AND IMMIGRANT FARMERS VIA THE WELLSPRING HARVEST GREENHOUSE PROGRAM IN THE INDIAN ORCHARD NEIGHBORHOODS.

  Expenses $825,247,096 · Grants $486,500 · Revenue $927,119,500

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• BAYSTATE HEALTH FOUNDATION

  $100,000

  AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND

• CLINICAL & SUPPORT OPTIONS INC

  $60,000

  AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND

• THE CARE CENTER

  $60,000

  AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND

• GIRLS ON THE RUN WESTERN MA

  $50,000

  AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND

• THE FOOD BANK OF WESTERN MASSACHUSETTS

  $50,000

  AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND

• WELLSPRING COOPERATIVE CORPORATION

  $50,000

  AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND

• PARTNERS FOR A HEALTHIER COMMUNITY INC

  $45,000

  AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND

• UNITED WAY OF PIONEER VALLEY INC

  $20,000

  AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND

• FRANKLIN COUNTY COMMUNITY MEALS PROGRAM INC

  $15,000

  AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND

• EMPTY ARMS BEREAVEMENT SUPPORT

  $8,000

  AWARDS ARE MADE WHERE THEY ALIGN WITH HEALTH PRIORITIES AS IDENTIFIED BY THE HEALTH NEW ENGLAND

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• BAYSTATE HEALTH INC

  501(C)(3) · IMPROVE THE HEALTH OF PEOPLE IN OUR COMMUNITITES EVERY DAY · MA

• BAYSTATE MEDICAL CENTER INC

  501(C)(3) · ACUTE CARE TEACHING HOSPITAL · MA

  Directly controlled by BAYSTATE HEALTH INC

• VISITING NURSE ASSN AND HOSPICE OF WESTERN NEW ENGLAND INC

  501(C)(3) · HOMEHEALTH AND HOSPICE CARE · MA

  Directly controlled by BAYSTATE HEALTH INC

• BAYSTATE HEALTH FOUNDATION INC

  501(C)(3) · FUNDRAISING · MA

  Directly controlled by BAYSTATE HEALTH INC

• BAYSTATE ADMINISTRATIVE SERVICES INC

  501(C)(3) · ADMINISTRATIVE SERVICES · MA

  Directly controlled by BAYSTATE HEALTH INC

• BAYSTATE TOTAL HOME CARE INC

  501(C)(3) · REAL ESTATE AND OTHER · MA

  Directly controlled by BAYSTATE MEDICAL CENTER INC

• BAYSTATE WING HOSPITAL CORPORATION

  501(C)(3) · HOSPITAL · MA

  Directly controlled by BAYSTATE HEALTH INC

• HNE OF CONNECTICUT INC

  501(C)(4) · HMO · CT · controlled entity

  Directly controlled by HEALTH NEW ENGLAND INC

• BAYSTATE NOBLE HOSPITAL CORPORATION

  501(C)(3) · HOSPITAL · MA

  Directly controlled by BAYSTATE HEALTH INC

• BAYSTATE FRANKLIN MEDICAL CENTER

  501(C)(3) · HOSPITAL · MA

  Directly controlled by BAYSTATE HEALTH INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2022

Filed

14 November 2023

IRS schema version

2022v5.0

Source object

202323189349308122

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.