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Nonprofiteer
← BAYSTATE HEALTH FOUNDATION INC

Form 990 for tax year 2023

Filed by BAYSTATE HEALTH FOUNDATION INC.

Totals

Total revenue
$13,729,601
Total expenses
$11,630,181
Contributions and grants received
$6,908,707
Grants paid
$8,450,278
Program services expenses (Part IX)
$8,450,278
Management and general expenses
$374,367
Fundraising expenses
$2,805,536
Program service expenses (Part III)
$8,450,278

Program services were 72.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARK A KEROACK MD

    TRUSTEE (THRU 6/3/24)/PRESIDENT & CEO - BH

    Total calculated
    $2,758,272
    From this org
    $0
    From related orgs
    $2,714,007
    Other
    $44,265
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,487,185 related
    Bonus
    $0 + $683,230 related
    Other
    $0 + $543,592 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $19,515 related
    Filer's total
    $0 + $2,758,272 related

  • ANDREW ARTENSTEIN MD

    TRUSTEE/PRES-BMP/CPE, CAO

    Total calculated
    $1,328,735
    From this org
    $0
    From related orgs
    $1,284,349
    Other
    $44,386
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $737,819 related
    Bonus
    $0 + $245,372 related
    Other
    $0 + $301,158 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $19,636 related
    Filer's total
    $0 + $1,328,735 related

  • RAYMOND MCCARTHY

    TRUSTEE/SVP, CFO & TREASURER BH

    Total calculated
    $1,211,162
    From this org
    $0
    From related orgs
    $1,181,243
    Other
    $29,919
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $709,330 related
    Bonus
    $0 + $234,559 related
    Other
    $0 + $237,354 related
    Deferred
    $0 + $28,050 related
    Nontaxable benefits
    $0 + $1,869 related
    Filer's total
    $0 + $1,211,162 related

  • SAMUEL SKURA

    TRUSTEE/PRES BMC SVP

    Total calculated
    $1,202,943
    From this org
    $0
    From related orgs
    $1,016,222
    Other
    $186,721
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $718,579 related
    Bonus
    $0 + $261,625 related
    Other
    $0 + $36,018 related
    Deferred
    $0 + $182,910 related
    Nontaxable benefits
    $0 + $3,811 related
    Filer's total
    $0 + $1,202,943 related

  • SCOTT BERG

    TRUSTEE/VP PHILANTHROPY

    Total calculated
    $365,336
    From this org
    $0
    From related orgs
    $344,660
    Other
    $20,676
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $273,976 related
    Bonus
    $0 + $62,748 related
    Other
    $0 + $7,936 related
    Deferred
    $0 + $17,976 related
    Nontaxable benefits
    $0 + $2,700 related
    Filer's total
    $0 + $365,336 related

  • MARK W TEED

    CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PETER D BANKO

    TRUSTEE (AS OF 6/4/24)/PRESIDENT & CEO - BH

    Total calculated
    $0
    Hours/week
    1 + 49 related

  • ARAM VARTANIAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER ORSZULAK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DENA M HALL

    TRUSTEE (AS OF 1/1/24)

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE RODRIQUEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES P SADOWSKY

    TRUSTEE (THRU 12/31/23)

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY A AMANTI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN F MAYBURY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MADELINE LANDRAU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MAUREEN JAMES

    VICE CHAIR (AS OF 1/1/24)/TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHELE MEGAS-DITOMASSI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE DWYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SAMUEL HANMER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVEN M DANE

    TRUSTEE (THRU 12/31/23)

    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
    $217,312
    From this org
    $0
    From related orgs
    $176,880
    Other
    $40,432
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,929 related
    Bonus
    $0 + $15,361 related
    Other
    $0 + $2,590 related
    Deferred
    $0 + $11,919 related
    Nontaxable benefits
    $0 + $28,513 related
    Filer's total
    $0 + $217,312 related

  • NANCY REMILLARD

    ASST. CLERK OF THE CORP

    Total calculated
    $76,724
    From this org
    $0
    From related orgs
    $63,112
    Other
    $13,612
    Hours/week
    1 + 49 related

  • KATHLEEN L TOBIN MARTIN

    DIRECTOR ANNUAL FUND & EVENTS

    Total calculated
    $166,849
    From this org
    $148,423
    From related orgs
    $0
    Other
    $18,426
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $131,783
    Bonus
    $12,422
    Other
    $4,218
    Deferred
    $6,994
    Nontaxable benefits
    $11,432
    Filer's total
    $166,849

  • KYLIE H JOHNSON

    PLANNED GIVING DIRECTOR

    Total calculated
    $159,330
    From this org
    $123,335
    From related orgs
    $0
    Other
    $35,995
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $116,661
    Bonus
    $6,250
    Other
    $424
    Deferred
    $6,403
    Nontaxable benefits
    $29,592
    Filer's total
    $159,330

  • TERESA GROVE

    PHILANTHROPY OFFICER

    Total calculated
    $124,204
    From this org
    $100,294
    From related orgs
    $0
    Other
    $23,910
    Hours/week
    50

  • MARION MCGOWAN

    FORMER DIRECTOR/EVP, COO-BH

    Total calculated
    $15,999
    From this org
    $0
    From related orgs
    $15,619
    Other
    $380
    Hours/week
    0

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 — 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4B:
ANDREW ARTENSTEIN, MD - SUPPLEMENTAL RETIREMENT OF $194,107 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $189,832 EARNED AND PAID IN 2023 AND $4,275 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 $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. SCOTT BERG - SUPPLEMENTAL RETIREMENT OF $5,365 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2023. SUPPLEMENTAL RETIREMENT OF $4,148 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. MARK A. KEROACK, MD - SUPPLEMENTAL RETIREMENT OF $431,905 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $427,630 EARNED AND PAID IN 2023 AND $4,275 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 $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. RAYMOND MCCARTHY - SUPPLEMENTAL RETIREMENT OF $190,955 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $186,680 EARNED AND PAID IN 2023 AND $4,275 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 $4,950 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023. SAMUEL SKURA - SUPPLEMENTAL RETIREMENT OF $166,410 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2023.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
31 July 2025
IRS schema version
2023v6.0
Source object
202502239349301300

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

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