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← COMMUNITY HEALTH FOUNDATION OF WESTERN MASSACHUSETTS INC

Form 990 for tax year 2023

Filed by COMMUNITY HEALTH FOUNDATION OF WESTERN MASSACHUSETTS INC.

Totals

Total revenue
$8,441
Total expenses
$0
Contributions and grants received
$8,418
Grants paid
$0
Program service revenue
$0
Investment income
$23
Other revenue
$0
Total assets, end of year
$1,418,329
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,418,329
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $8,418

  • 3 · Investment income

    total $23 · excluded $23

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $8,418

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $22,764 · end of year $20,383

  • 2 · Savings and temporary cash investments

    beginning of year $46,894 · end of year $46,917

  • 10a · Land, buildings and equipment: cost or other basis

    $2,195

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,195

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $1,340,230 · end of year $1,351,029

  • 27 · Net assets without donor restrictions

    beginning of year $1,409,888 · end of year $1,418,329

Mission and programs · 2023

Mission

The mission of the Community Health Foundation is to undertake activities which are for the sole benefit of Holyoke Visiting Nurse Association, Inc. and its affiliated corporations. Specifically, the Community Health Foundation shall: raise and invest funds for the benefit of Holyoke Visiting Nurse Association, Inc. and its affiliates; coordinate the multi-corporate system and the long range strategic planning for the corporations; support the growth and development of its corporate subsidiaries by whatever means deemed necessary; and act as the Member of each of its subsidiary corporations.

  • The Foundation serves as a holding company for its Affiliates. The Foundation raises and invests funds for the benefit of its Affiliates.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Carl Cameron

    Director

    Total calculated
    $523,264
    From this org
    $0
    From related orgs
    $478,507
    Other
    $44,757
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $478,507 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $29,705 related
    Nontaxable benefits
    $0 + $15,052 related
    Filer's total
    $0 + $523,264 related

  • Spiridon E Hatiras

    President & Clerk

    Total calculated
    $996,930
    From this org
    $0
    From related orgs
    $920,224
    Other
    $76,706
    Hours/week
    1 + 48.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $920,224 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $55,147 related
    Nontaxable benefits
    $0 + $21,559 related
    Filer's total
    $0 + $996,930 related

  • Dean Vitarisi

    Treasurer/CFO

    Total calculated
    $399,993
    From this org
    $0
    From related orgs
    $351,730
    Other
    $48,263
    Hours/week
    1 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $351,730 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,322 related
    Nontaxable benefits
    $0 + $21,941 related
    Filer's total
    $0 + $399,993 related

  • Bryarly Lehmann

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jon Lumbra

    Director

    Total calculated
    $0
    Hours/week
    1

  • Eileen O'Leary-Sullivan

    Chairperson

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brad Borbidge CPA

    Delegated Exec. & Finance

    Total calculated
    $68,900
    From this org
    $0
    From related orgs
    $68,900
    Other
    $0
    Hours/week
    1 + 1 related

  • April Bartley

    Executive Director

    Total calculated
    $171,033
    From this org
    $0
    From related orgs
    $162,009
    Other
    $9,024
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $162,009 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $520 related
    Nontaxable benefits
    $0 + $8,504 related
    Filer's total
    $0 + $171,033 related

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

  • 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 compensation for the Organization's executive director and finance director was established by a related organization, Valley Health Systems, Inc. That organization established their 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 2023 Tax Year, the following listed individuals received 457(f) contributions under the plan: - Spiros Hatiras, $51,847. - Carl Cameron, $29,705. And, - Dean Vitarisi, $23,022.

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

No itemized grants to organizations 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
8 August 2025
IRS schema version
2023v6.0
Source object
202522249349302712

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