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Nonprofiteer
← BAYSTATE HEALTH FOUNDATION INC

Form 990 for tax year 2022

Filed by BAYSTATE HEALTH FOUNDATION INC.

Totals

Total revenue
$19,230,995
Total expenses
$8,489,441
Contributions and grants received
$10,390,021
Grants paid
$5,312,289
Program service revenue
$2,200,000
Investment income
$6,632,236
Other revenue
$8,738
Total assets, end of year
$158,241,695
Total liabilities, end of year
$3,469,815
Net assets or fund balances, end of year
$154,771,880
Program services expenses (Part IX)
$5,312,289
Management and general expenses
$344,388
Fundraising expenses
$2,832,764
Program service expenses (Part III)
$5,312,289

Program services were 62.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARION MCGOWAN

    TRUSTEE (THRU 12/31/22)/EVP, COO-BH

    Total calculated
    $3,085,137
    From this org
    $0
    From related orgs
    $3,024,136
    Other
    $61,001
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $852,779 related
    Bonus
    $0 + $337,658 related
    Other
    $0 + $1,833,699 related
    Deferred
    $0 + $41,609 related
    Nontaxable benefits
    $0 + $19,392 related
    Filer's total
    $0 + $3,085,137 related

  • MARK A KEROACK MD

    TRUSTEE/PRESIDENT & CEO - BH

    Total calculated
    $2,632,878
    From this org
    $0
    From related orgs
    $2,590,235
    Other
    $42,643
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,542,937 related
    Bonus
    $0 + $619,496 related
    Other
    $0 + $427,802 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $19,768 related
    Filer's total
    $0 + $2,632,878 related

  • ANDREW ARTENSTEIN MD

    TRUSTEE/PRES-BMP/CPE, CAO

    Total calculated
    $1,281,891
    From this org
    $0
    From related orgs
    $1,243,342
    Other
    $38,549
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $766,810 related
    Bonus
    $0 + $231,840 related
    Other
    $0 + $244,692 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $18,724 related
    Filer's total
    $0 + $1,281,891 related

  • RAYMOND MCCARTHY

    TRUSTEE/SVP, CFO & TREASURER BH

    Total calculated
    $1,160,077
    From this org
    $0
    From related orgs
    $1,132,360
    Other
    $27,717
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $700,431 related
    Bonus
    $0 + $215,579 related
    Other
    $0 + $216,350 related
    Deferred
    $0 + $25,925 related
    Nontaxable benefits
    $0 + $1,792 related
    Filer's total
    $0 + $1,160,077 related

  • SCOTT BERG

    TRUSTEE/VP PHILANTHROPY

    Total calculated
    $354,893
    From this org
    $0
    From related orgs
    $334,761
    Other
    $20,132
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $267,799 related
    Bonus
    $0 + $61,590 related
    Other
    $0 + $5,372 related
    Deferred
    $0 + $17,494 related
    Nontaxable benefits
    $0 + $2,638 related
    Filer's total
    $0 + $354,893 related

  • SAMUEL SKURA

    TRUSTEE (AS OF 4/5/23)/PRES BMC SVP

    Total calculated
    $295,403
    From this org
    $0
    From related orgs
    $290,811
    Other
    $4,592
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,004 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $19,807 related
    Deferred
    $0 + $3,519 related
    Nontaxable benefits
    $0 + $1,073 related
    Filer's total
    $0 + $295,403 related

  • ALI SALEHI

    VICE CHAIR/TRUSTEE (THRU 12/31/22)

    Total calculated
    $0
    Hours/week
    1

  • MARK W TEED

    CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ARAM VARTANIAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER ORSZULAK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DENA M HALL

    TRUSTEE (THRU 12/31/22)

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE RODRIQUEZ

    TRUSTEE (AS OF 1/25/23)

    Total calculated
    $0
    Hours/week
    1

  • JAMES P SADOWSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEAN DELISO

    TRUSTEE (THRU 12/31/22)

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY A AMANTI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN F MAYBURY

    TRUSTEE (AS OF 1/25/23)

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MADELINE LANDRAU

    TRUSTEE (AS OF 5/21/21)

    Total calculated
    $0
    Hours/week
    1

  • MAUREEN JAMES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHELE MEGAS-DITOMASSI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE DWYER

    TRUSTEE (AS OF 7/13/23)

    Total calculated
    $0
    Hours/week
    1

  • SAMUEL HANMER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVEN M DANE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VINCENT J CARDILLO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KRISTIN R DELANEY

    CLERK/DIR CORP GOVERNANCE

    Total calculated
    $219,573
    From this org
    $0
    From related orgs
    $171,356
    Other
    $48,217
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $154,852 related
    Bonus
    $0 + $15,079 related
    Other
    $0 + $1,425 related
    Deferred
    $0 + $21,673 related
    Nontaxable benefits
    $0 + $26,544 related
    Filer's total
    $0 + $219,573 related

  • NANCY REMILLARD

    ASST. CLERK OF THE CORP

    Total calculated
    $72,736
    From this org
    $0
    From related orgs
    $60,294
    Other
    $12,442
    Hours/week
    1 + 49 related

  • ALLISON GOMES

    DIR, MAJOR GIFTS

    Total calculated
    $171,061
    From this org
    $140,916
    From related orgs
    $0
    Other
    $30,145
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $127,674
    Bonus
    $12,604
    Other
    $638
    Deferred
    $2,753
    Nontaxable benefits
    $27,392
    Filer's total
    $171,061

  • TIMOTHY CANEY

    DIR FINANCE BHF

    Total calculated
    $162,487
    From this org
    $131,484
    From related orgs
    $0
    Other
    $31,003
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $119,430
    Bonus
    $11,831
    Other
    $223
    Deferred
    $4,484
    Nontaxable benefits
    $26,519
    Filer's total
    $162,487

  • KATHLEEN L TOBIN MARTIN

    DIRECTOR ANNUAL FUND & EVENTS

    Total calculated
    $159,970
    From this org
    $142,484
    From related orgs
    $0
    Other
    $17,486
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $128,566
    Bonus
    $12,218
    Other
    $1,700
    Deferred
    $6,688
    Nontaxable benefits
    $10,798
    Filer's total
    $159,970

  • KYLIE H JOHNSON

    PLANNED GIVING DIRECTOR

    Total calculated
    $151,967
    From this org
    $117,547
    From related orgs
    $0
    Other
    $34,420
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $114,140
    Bonus
    $3,000
    Other
    $407
    Deferred
    $6,238
    Nontaxable benefits
    $28,182
    Filer's total
    $151,967

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

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS) HAS BEEN APPOINTED THROUGH BOARD RESOLUTION AS THE HUMAN RESOURCES COMMITTEE OF THE FILING ORGANIZATION. THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF THE FILING ORGANIZATION. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE PRESIDENT WOULD BE THOSE INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AND WOULD BE CONSIDERED INDEPENDENT FOR COMPENSATION DELIBERATION PURPOSES. THE COMPENSATION OF THE PRESIDENT IS ESTABLISHED BASED ON INFORMATION PROVIDED BY INDEPENDENT THIRD PARTY CONSULTANTS FOR REASONABLENESS AND APPROPRIATE COMPARABILITY DATA. THE COMPENSATION IS THEN ESTABLISHED, REVIEWED AND APPROVED BY THE DULY AUTHORIZED HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. AND ALL SUCH DELIBERATIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY.
PART I, LINE 4A:
A SEVERANCE AGREEMENT WAS IN PLACE BETWEEN BAYSTATE ADMINISTRATIVE SERVICES, INC. (BAS) AND KEY EXECUTIVES STATING THAT UNDER CERTAIN CIRCUMSTANCES THE EXECUTIVE WOULD RECEIVE COMPENSATION. MARION MCGOWAN RECEIVED $1,790,420 FROM BAS IN 2022.
PART I, LINE 4B:
ANDREW ARTENSTEIN, MD TOTAL SUPPLEMENTAL RETIREMENT OF $181,932 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $177,732 EARNED AND PAID IN 2022 AND $4,200 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,575 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2022. SCOTT BERG TOTAL SUPPLEMENTAL RETIREMENT OF $4,030 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2022. SUPPLEMENTAL RETIREMENT OF $4,037 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2022. MARK A. KEROACK, MD - SUPPLEMENTAL RETIREMENT OF $382,689 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $378,489 EARNED AND PAID IN 2022 AND $4,200 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,575 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2022. RAYMOND MCCARTHY - SUPPLEMENTAL RETIREMENT OF $175,124 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $170,924 EARNED AND PAID IN 2022 AND $4,200 THAT WAS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS FORMS 990 AND THAT IS CURRENTLY REPORTED AS TAXABLE INCOME. THE AMOUNT IS LISTED IN COLUMN F IN ACCORDANCE WITH REPORTING REQUIREMENTS. SUPPLEMENTAL RETIREMENT OF $4,575 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2022. MARION MCGOWAN SUPPLEMENTAL RETIREMENT OF $35,509 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2022.

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

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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HNE ADVISORY SERVICES INC

    C · ADMINISTRATIVE SERVICES · MA

  • HNE INSURANCE SERVICES INC

    C · ANCILLARY INSURANCE · MA

  • INGRAM CORPORATION

    C · HEALATH CARE AND OTHER BUSINESS ACTIVITIES · MA

  • HNE HOLDING CORPORATION

    C · HOLDING SHARES IN SUBSIDIARY CORPORATE · MA

  • HNE INSURANCE COMPANY INC

    C · HEALTH INS SERVICES FOR MASS MEDICARE SUPPLEMENTAL MEMBER · MA

  • BAYSTATE HEALTH INSURANCE COMPANY LTD

    C · OFFSHORE CAPTIVE INSURANCE · CJ

  • COL ALTERIO GALLERANI & MARY D GALLERANI CHARITABLE TRUST

    T · TRUST · MA · 100% owned · share of income $73,089 · share of assets $1,105,776

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • TR UW H DEXTER FB WESSON W

    T · TRUST · MA · 100% owned · share of income $11,486 · share of assets $257,287

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • TR UW H DEXTER FB WESSON M

    T · TRUST · MA · 100% owned · share of income $24,187 · share of assets $573,449

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • TW D B WESSON FB W M H

    T · TRUST · MA · 100% owned · share of income $51,474 · share of assets $1,097,384

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • TW D B WESSON FB WWH

    T · TRUST · MA · 100% owned · share of income $39,962 · share of assets $859,334

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • GERTRUDE HIBBARD TUW W MEM

    T · TRUST · MA · 100% owned · share of income $69,533 · share of assets $1,514,115

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • FRANCES LUTOLF BO WESSON HOSP

    T · TRUST · MA · 100% owned · share of income $7,888 · share of assets $181,576

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • LOUISE G PEASE BO BAYSTATE MED

    T · TRUST · MA · 100% owned · share of income $123,008 · share of assets $2,488,892

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • HERBERT THRESHER UW W HOSP

    T · TRUST · MA · 100% owned · share of income $30,467 · share of assets $661,547

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • L & F TIFFT BO BSHS TR UA

    T · TRUST · MA · 100% owned · share of assets $2,407,087

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • DANIEL WESSON TUW W MEMORIAL

    T · TRUST · MA · 100% owned · share of income $53,108 · share of assets $1,149,723

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • DANIEL WESSON TUW W MATERNITY

    T · TRUST · MA · 100% owned · share of income $31,726 · share of assets $725,796

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • ADA B DARLING UW

    T · TRUST · MA · 100% owned · share of income $9,319 · share of assets $206,914

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • TR UW JOHN H SANDERSON

    T · TRUST · MA · 100% owned · share of income $232,272 · share of assets $3,793,168

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • TTEE UW L GILBERT FBO LANE HOSPITAL

    T · TRUST · MA · 100% owned · share of income $248,481 · share of assets $6,705,508

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • FRANK HAMILTON TUW

    T · TRUST · MA · 100% owned · share of income $16,667 · share of assets $367,000

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • C LYELL & C WOODWARD TUA

    T · TRUST · MA · share of income $11,646 · share of assets $258,108

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • DONROE PARKER

    T · TRUST · MA · 100% owned · share of income $33,406 · share of assets $877,491

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • ANDREW RATHBONE - 1950

    T · TRUST · MA · 100% owned · share of income $13,328 · share of assets $334,480

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

  • ANDREW RATHBONE -1951

    T · TRUST · MA · 100% owned · share of income $23,776 · share of assets $591,798

    Directly controlled by BAYSTATE HEALTH FOUNDATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
9 August 2024
IRS schema version
2022v5.0
Source object
202402269349300305

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