TY 2024 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) PETER D BANKO...................................................................... TRUSTEE/PRESIDENT & CEO - BH	1.00 ................. 49.00	X	X	0	1,514,715	233,002
(2) NICOLAS JABBOUR MD...................................................................... TRUSTEE/CHAIR DEPT. OF SURGERY	1.00 ................. 5.00	X		1,055,742	0	61,744
(3) WAYNE DUKE MD...................................................................... TTEE (THRU 12/31/24)/ASSOCIATE PATHOLOGIST	50.00 ................. 0.00	X		560,717	0	54,573
(4) STUART ANFANG MD...................................................................... TTEE (AS OF 1/1/25)/CHIEF ADULT PSYCHIATRY	50.00 ................. 0.00	X		321,908	0	49,902
(5) AKINYELE K LOVELACE DO...................................................................... VICE CHAIR (AS OF 1/1/25)/TTEE/PER DIEM INTERNIST	1.00 ................. 6.00	X		92,520	0	1,388
(6) SARA ROURKE MD...................................................................... TTEE/PER DIEM URGENT CARE PHYSICIAN	1.00 ................. 5.00	X		31,125	0	467
(7) COLLEEN W HOLMES VICE CHAIR...................................................................... (TO 1/1/25)/CHAIR (AS OF 1/1/25)/TRUSTEE	1.00 ................. 7.00	X	X	0	0	0
(8) ANTONIO E DOS SANTOS...................................................................... TRUSTEE	1.00 ................. 5.00	X		0	0	0
(9) CLAUDIA R COPLEIN DO...................................................................... TRUSTEE	1.00 ................. 5.00	X		0	0	0
(10) DENISE R JORDAN...................................................................... TRUSTEE	1.00 ................. 5.00	X		0	0	0
(11) HARRIET A DEVERRY...................................................................... TRUSTEE	1.00 ................. 7.00	X		0	0	0
(12) IRENE RODRIGUEZ-MARTIN...................................................................... TRUSTEE	1.00 ................. 5.00	X		0	0	0
(13) JULIE QUINK...................................................................... TRUSTEE	1.00 ................. 5.00	X		0	0	0
(14) KEITH NESBITT...................................................................... TRUSTEE (AS OF 1/1/25)	1.00 ................. 5.00	X		0	0	0
(15) LINDA THOMPSON...................................................................... TRUSTEE	1.00 ................. 5.00	X		0	0	0
(16) MADELINE LANDRAU...................................................................... TRUSTEE	1.00 ................. 6.00	X		0	0	0
(17) MARIA P GONCALVES...................................................................... TRUSTEE	1.00 ................. 6.00	X		0	0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) MARK A O'CONNELL........................................................................ TRUSTEE	1.00 .......................5.00	X					0	0	0
(19) PAUL C PICKNELLY........................................................................ TRUSTEE	1.00 .......................5.00	X					0	0	0
(20) RICHARD BOSSIE........................................................................ TRUSTEE	1.00 .......................5.00	X					0	0	0
(21) ROBERT J BACON........................................................................ TRUSTEE (THRU 12/31/24)	1.00 .......................5.00	X					0	0	0
(22) RUTH H CONSTANTINE........................................................................ TRUSTEE	1.00 .......................5.00	X					0	0	0
(23) WILLIAM R WEBBER........................................................................ TRUSTEE	1.00 .......................5.00	X					0	0	0
(24) RAYMOND MCCARTHY........................................................................ SVP, CFO & TREAS BH (THRU 4/22/25)	10.00 .......................40.00		X				0	1,279,577	56,058
(25) RONALD P BRYANT........................................................................ PRES AND COO - BMC (AS OF 10/1/24)	50.00 .......................0.00		X				0	675,791	57,978
(26) LAURIE MARTIN........................................................................ CFO & TREASURER - BH (AS OF 4/22/25)	10.00 .......................40.00		X				0	387,373	55,232
(27) KRISTIN R DELANEY........................................................................ CLERK/DIRECTOR STRATEGY	1.00 .......................49.00		X				0	181,047	28,986
(28) NANCY REMILLARD........................................................................ ASST. CLERK OF THE CORP	1.00 .......................49.00		X				0	62,538	14,312
(29) DOUGLAS SALVADOR MD........................................................................ SVP/CQO BH, CMO BMC (THRU 10/23/24)	40.00 .......................10.00			X			0	819,631	55,245
(30) JOANNE MILLER........................................................................ VP/CHIEF NURSING OFF. (THRU 9/12/25)	50.00 .......................0.00			X			0	478,461	36,166
(31) PETER LINDENAUER MD........................................................................ CHAIR, HEALTHCARE DELIVERY & POPULATION SCIENCE	50.00 .......................0.00				X		470,013	0	48,162
(32) PETER FRIEDMANN MD ASSOC DEAN........................................................................ CHIEF RES OFFICER (THRU 2/2/25)	50.00 .......................0.00				X		475,656	0	39,808
(33) JASMINE J PAADAM MD........................................................................ CIS PHYSICIAN LEADER	50.00 .......................0.00				X		357,435	0	21,583
(34) AARON J MICHELUCCI........................................................................ INTERIM SENIOR DIR. (THRU 5/16/25)	40.00 .......................10.00				X		315,779	0	53,411
(35) ADAM GARRETSON MD........................................................................ CIS PHYSICIAN LEADER	50.00 .......................0.00				X		300,174	0	43,634
(36) MARK A KEROACK MD........................................................................ FORMER TRUSTEE/PRESIDENT & CEO - BH	0.00 .......................0.00					X	0	1,554,650	33,050
(37) SAMUEL SKURA........................................................................ FORMER PRESIDENT BMC, SVP	48.00 .......................2.00					X	0	1,134,934	54,739

(A) Name and business address	(B) Description of services	(C) Compensation
BAYSTATE MEDICAL PRACTICES 759 CHESTNUT ST SPRINGFIELD,MA01199	MEDICAL, EDUCATIONAL & CLINICAL SERVICES	110,446,286
BAYSTATE ADMINISTRATIVE SERVICES 759 CHESTNUT ST SPRINGFIELD,MA01199	MANAGEMENT SERVICES	95,121,458
SHIELDS SPECIALTY PHARMACY 1200 HANCOCK ST QUINCY,MA02169	MANAGEMENT SERVICES	21,773,257
SHIFTWISE 1800 SW 1ST AVE SUITE 510 PORTLAND,OR97201	CONTRACT SERVICES	20,586,402
LABCORP OF AMERICA PO BOX 12140 BURLINGTON,NC91999	MANAGEMENT SERVICES	12,255,930
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 101

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

BAYSTATE MEDICAL CENTER INC

Employer identification number

04-2790311

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

BAYSTATE MEDICAL CENTER INC

Employer identification number

04-2790311

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization BAYSTATE MEDICAL CENTER INC

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization BAYSTATE MEDICAL CENTER INC		Employer identification number 04-2790311

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization BAYSTATE MEDICAL CENTER INC			Employer identification number 04-2790311
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

BAYSTATE MEDICAL CENTER INC

Employer identification number

04-2790311

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2024

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2021	(b) 2022	(c) 2023	(d) 2024	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2024

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

78,632

Total. Add lines 1c through 1i ....................................................................................................

78,632

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
PART II-B, LINE 1:	BAYSTATE MEDICAL CENTER, INC. PAYS MEMBERSHIP DUES TO THE MASSACHUSETTS HOSPITAL ASSOCIATION (MHA) $48,879 AND THE AMERICAN HOSPITAL ASSOCIATION (AHA) $29,753. THESE ORGANIZATIONS HAVE ADVISED US THAT PORTIONS OF THESE DUES ARE USED FOR LOBBYING PURPOSES FOR VARIOUS HEALTHCARE MATTERS AT THE STATE LEVEL. THE PORTION OF DUES LISTED AS LOBBYING EXPENSES FOR THE YEAR ENDING SEPTEMBER 30, 2025 IS $78,632.

Return Reference

Explanation

PART II-B, LINE 1:

BAYSTATE MEDICAL CENTER, INC. PAYS MEMBERSHIP DUES TO THE MASSACHUSETTS HOSPITAL ASSOCIATION (MHA) $48,879 AND THE AMERICAN HOSPITAL ASSOCIATION (AHA) $29,753. THESE ORGANIZATIONS HAVE ADVISED US THAT PORTIONS OF THESE DUES ARE USED FOR LOBBYING PURPOSES FOR VARIOUS HEALTHCARE MATTERS AT THE STATE LEVEL. THE PORTION OF DUES LISTED AS LOBBYING EXPENSES FOR THE YEAR ENDING SEPTEMBER 30, 2025 IS $78,632.

Schedule C (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

BAYSTATE MEDICAL CENTER INC

Employer identification number

04-2790311

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	15,697,770		15,697,770
b	Buildings ....	976,371,050	485,398,674	490,972,376
c	Leasehold improvements	3,798,327	3,309,256	489,071
d	Equipment ....	745,096,157	637,086,253	108,009,904
e	Other .....	60,388,030	42,514,224	17,873,806
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				633,042,927

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........	18,769,823	C
(3) Other (A) SECURITIES OTHER	116,865,916	C
(B) SECURITIES REAL ESTATE	9,157,547	C
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	144,793,286

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DUE TO AFFILIATED COMPANIES	66,986
WMBH-LEASE GUARANTEE-L	7,410,557
PENSION LIABILITY	8,543,794






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	16,021,337
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PART V:	CERTAIN ENDOWMENTS ARE HELD AT BAYSTATE HEALTH FOUNDATION, INC. (BHF), AN AFFILIATE, AND ARE REPORTED AS TEMPORARILY RESTRICTED AND PERMANENTLY RESTRICTED NET ASSETS. HOWEVER, PART V HAS NOT BEEN COMPLETED, AS IT IS BAYSTATE MEDICAL CENTER, INC. (EIN 04-2790311); THESE ENDOWMENTS HAVE ALREADY BEEN ADDRESSED ON BHF'S FORM 990 (EIN 04-3549011).

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

BAYSTATE MEDICAL CENTER INC

Employer identification number

04-2790311

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	16,022,395	3,279,576	12,742,819	0.710 %
b	Medicaid (from Worksheet 3, column a) . . . . .	385,871,843	335,752,716	50,119,127	2.810 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	14,885,907	13,290,195	1,595,712	0.090 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	416,780,145	352,322,487	64,457,658	3.610 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	2,327,743		2,327,743	0.130 %
f	Health professions education (from Worksheet 5) . . .	76,351,463	28,834,325	47,517,138	2.660 %
g	Subsidized health services (from Worksheet 6) . . . .	46,556,214	28,065,469	18,490,745	1.040 %
h	Research (from Worksheet 7) .	31,225,626	20,101,310	11,124,316	0.620 %
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	556,505		556,505	0.030 %
j	Total. Other Benefits . .	157,017,551	77,001,104	80,016,447	4.480 %
k	Total. Add lines 7d and 7j .	573,797,696	429,323,591	144,474,105	8.090 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024

Schedule H (Form 990) 2024

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development			89,170		89,170	0 %
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total			89,170		89,170	0 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

10,863,673

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

632,464

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

403,254,085

Enter Medicare allowable costs of care relating to payments on line 5.....

398,565,851

Subtract line 6 from line 5. This is the surplus (or shortfall)........

4,688,234

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2024

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
1	BAYSTATE MEDICAL CENTER INC 759 CHESTNUT STREET SPRINGFIELD,MA01199 2339	X	X	X	X	X	X

Schedule H (Form 990) 2024

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	BAYSTATE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 24

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): WWW.BAYSTATEHEALTH.ORG/CHNA

Other website (list url): WWW.PUBLICHEALTHWM.ORG

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 24

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): WWW.BAYSTATEHEALTH.ORG/CHNA

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	BAYSTATE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 150.000000000000%
and FPG family income limit for eligibility for discounted care of 300.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE PART V, SECTION C

The FAP application form was widely available on a website (list url):

SEE PART V, SECTION C

A plain language summary of the FAP was widely available on a website (list url):
SEE PART V, SECTION C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

	BAYSTATE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	BAYSTATE MEDICAL CENTER INC
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2024

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
BAYSTATE MEDICAL CENTER, INC.	PART V, SECTION B, LINE 5: BAYSTATE HEALTH HOSPITALS, IN PARTNERSHIP WITH THE COALITION OF WESTERN MASSACHUSETTS HOSPITALS/INSURER, INCORPORATED EXTENSIVE COMMUNITY INPUT INTO THE DEVELOPMENT OF THE FY2025 COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNAS). COMMUNITY PERSPECTIVES DIRECTLY INFORMED THE IDENTIFICATION AND PRIORITIZATION OF REGIONAL HEALTH NEEDS, ENSURING THAT THE CHNA REFLECTS BOTH QUANTITATIVE DATA AND LIVED EXPERIENCE.INPUT WAS GATHERED AND ACTIVELY USED TO CONFIRM DATA FINDINGS, IDENTIFY EMERGING ISSUES, AND PRIORITIZE HEALTH NEEDS THROUGH SEVERAL STRUCTURED ENGAGEMENT STRATEGIES. THESE INCLUDED A REGIONAL ADVISORY COUNCIL (RAC), KEY INFORMANT INTERVIEWS, FOCUS GROUPS, COMMUNITY LISTENING SESSIONS, AND HOSPITAL-BASED COMMUNITY BENEFIT ADVISORY COUNCILS. FEEDBACK FROM THESE SOURCES WAS SYNTHESIZED AND APPLIED TO SHAPE FINAL PRIORITY AREAS AND INFORM IMPLEMENTATION PLANNING. THE HOSPITAL FACILITIES CONSULTED A BROAD AND REPRESENTATIVE GROUP OF INDIVIDUALS AND ORGANIZATIONS, INCLUDING: - LOCAL AND REGIONAL PUBLIC HEALTH OFFICIALS AND HEALTH DEPARTMENT LEADERS - REPRESENTATIVES FROM COMMUNITY-BASED AND ADVOCACY ORGANIZATIONS - MUNICIPAL AGENCY LEADERS - HEALTHCARE PROVIDERS AND ADMINISTRATORS - ORGANIZATIONS SERVING MEDICALLY UNDERSERVED, LOW-INCOME, AND POPULATIONS OF COLOR - COMMUNITY RESIDENTS, INCLUDING INDIVIDUALS WITH LIVED EXPERIENCE RELATED TO PRIORITY HEALTH ISSUESTHE RAC SERVED AS A CENTRAL FORUM FOR ENGAGEMENT, BRINGING TOGETHER REPRESENTATIVES FROM COALITION MEMBER HOSPITALS, THE LOCAL INSURERS, PUBLIC HEALTH EXPERTS, AND COMMUNITY STAKEHOLDERS TO REVIEW DATA, PROVIDE FEEDBACK, AND GUIDE PRIORITY SETTING.ADDITIONAL TARGETED INPUT WAS OBTAINED THROUGH KEY INFORMANT INTERVIEWS WITH HEALTHCARE LEADERS, PUBLIC HEALTH OFFICIALS, AND COMMUNITY-BASED ORGANIZATION REPRESENTATIVES, AS WELL AS FOCUS GROUPS WITH COMMUNITY MEMBERS, INCLUDING INDIVIDUALS FROM DIVERSE SOCIOECONOMIC AND RACIAL/ETHNIC BACKGROUNDS. THESE DISCUSSIONS EXPLORED KEY ISSUES SUCH AS MENTAL HEALTH, SUBSTANCE USE, FOOD INSECURITY, CAREGIVING CHALLENGES, AND OTHER SOCIAL DRIVERS OF HEALTH. PRIMARY DATA COLLECTION OCCURRED BETWEEN FEBRUARY AND MAY 2025 AND WAS COMPLEMENTED BY ANALYSIS OF SECONDARY DATA ON HEALTH OUTCOMES, DISPARITIES, AND SOCIAL DETERMINANTS OF HEALTH. COMMUNITY INPUT WAS SYSTEMATICALLY INTEGRATED WITH THIS DATA TO ENSURE THAT IDENTIFIED PRIORITIES REFLECT BOTH STATISTICAL TRENDS AND COMMUNITY-IDENTIFIED NEEDS.THROUGH THIS COMPREHENSIVE AND INCLUSIVE PROCESS, BAYSTATE HEALTH ENSURED THAT COMMUNITY VOICES WERE NOT ONLY HEARD BUT DIRECTLY INFLUENCED THE CHNA'S FINDINGS AND PRIORITY HEALTH AREAS.
BAYSTATE MEDICAL CENTER, INC.	PART V, SECTION B, LINE 6A: BAYSTATE MEDICAL CENTER (SPRINGFIELD) CONDUCTED ITS 2025 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN COLLABORATION WITH THE FOLLOWING REGIONAL HOSPITALS: BAYSTATE FRANKLIN MEDICAL CENTER (GREENFIELD), BAYSTATE NOBLE HOSPITAL (WESTFIELD), BAYSTATE WING HOSPITAL (PALMER), BERKSHIRE MEDICAL CENTER (PITTSFIELD), FAIRVIEW HOSPITAL (GREAT BARRINGTON), COOLEY DICKINSON HOSPITAL (NORTHAMPTON), HOLYOKE MEDICAL CENTER (HOLYOKE), AND MERCY MEDICAL CENTER (SPRINGFIELD).
BAYSTATE MEDICAL CENTER, INC.	PART V, SECTION B, LINE 6B: THE COALITION OF WESTERN MASSACHUSETTS HOSPITALS/INSURER ENGAGED THE PUBLIC HEALTH INSTITUTE OF WESTERN MASSACHUSETTS (PHIWM), BASED IN SPRINGFIELD, AS THE LEAD CONSULTANT TO CONDUCT THE CHNAS. PHIWM WAS SUPPORTED BY THREE REGIONAL PARTNERS: COMMUNITY HEALTH SOLUTIONS (NORTHAMPTON), THE FRANKLIN REGIONAL COUNCIL OF GOVERNMENTS (GREENFIELD), AND THE BERKSHIRE REGIONAL PLANNING COMMISSION (PITTSFIELD).THE COALITION ALSO INCLUDES HEALTH NEW ENGLAND, A LOCAL HEALTH INSURANCE COMPANY OWNED BY BAYSTATE HEALTH, WHOSE SERVICE AREA SPANS THE FOUR COUNTIES OF WESTERN MASSACHUSETTS AND WORCESTER COUNTY.
BAYSTATE MEDICAL CENTER, INC.	PART V, SECTION B, LINE 7D: IN ADDITION TO POSTING CHNA REPORTS ON THE BAYSTATE HEALTH WEBSITE (WWW.BAYSTATEHEALTH.ORG/CHNA), THE HOSPITAL FACILITY MADE THE REPORTS WIDELY ACCESSIBLE THROUGH EMAIL DISTRIBUTION TO COMMUNITY PARTNERS AND LOCAL ORGANIZATIONS. HOSPITAL AND CONSULTANT STAFF ALSO SHARED KEY FINDINGS AT PUBLIC PRESENTATIONS, COMMUNITY MEETINGS, AND OTHER REGIONAL FORUMS, ENSURING BROAD AWARENESS AND UNDERSTANDING OF COMMUNITY HEALTH PRIORITIES. THE CHNA REPORTS FURTHER INFORMED COUNTYWIDE COMMUNITY HEALTH IMPROVEMENT PLANS IN FRANKLIN AND HAMPDEN COUNTIES AND THE QUABOAG HILLS REGION, SUPPORTING COMMUNITY-DRIVEN HEALTH INITIATIVES AND REGIONAL PLANNING EFFORTS.
BAYSTATE MEDICAL CENTER, INC.	PART V, SECTION B, LINE 11: BAYSTATE MEDICAL CENTER'S MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS COMPLETED IN 2025 AND ADOPTED BY THE BAYSTATE HEALTH BOARD OF TRUSTEES ON SEPTEMBER 9, 2025. THE CHNA IDENTIFIED SIGNIFICANT COMMUNITY HEALTH NEEDS INCLUDING ACCESS TO BASIC NEEDS, BARRIERS TO HEALTHCARE ACCESS, MATERNAL HEALTH, MENTAL HEALTH AND SUBSTANCE USE DISORDERS, EDUCATIONAL ATTAINMENT, EMPLOYMENT AND INCOME, ENVIRONMENTAL EXPOSURES AND CLIMATE CRISIS, VIOLENCE AND TRAUMA, AND CHRONIC CONDITIONS AND OTHER HEALTH OUTCOMES. IN RESPONSE, BAYSTATE MEDICAL CENTER ADOPTED A STRATEGIC IMPLEMENTATION PLAN FOR 2026-2028 THAT FOCUSES ITS RESOURCES ON TWO PRIORITY FOCUS AREAS: FOOD SYSTEMS AND HEALTHY BEGINNINGS (MATERNAL, INFANT, AND EARLY CHILDHOOD HEALTH).THROUGH ITS FOOD SYSTEMS PRIORITY, THE HOSPITAL IS ADDRESSING THE CHNA NEED RELATED TO ACCESS TO BASIC NEEDS, PARTICULARLY EQUITABLE ACCESS TO NUTRITIOUS, AFFORDABLE, AND LOCALLY SOURCED FOOD. THE STRATEGIC IMPLEMENTATION PLAN IDENTIFIES A GOAL FOR THIS FOCUS AREA AND DESCRIBES PLANNED USE OF DATA SOURCES INCLUDING HEALTH NEW ENGLAND, BEHEALTHY PARTNERSHIP ACO, HEALTH-RELATED SOCIAL NEEDS SCREENINGS, THE FOOD BANK OF WESTERN MASSACHUSETTS, AND 413CARES. THE PLAN ALSO IDENTIFIES PLANNED PARTNERSHIPS WITH BAYSTATE COMMUNITY HEALTH CENTERS, COMMUNITY ACTION PIONEER VALLEY, FOOD BANK OF WESTERN MASSACHUSETTS, LOCAL FOOD PANTRIES AND FOOD POLICY COUNCILS, REVITALIZE CDC, SPRINGFIELD FOOD POLICY COUNCIL, AND UNITED WAY OF PIONEER VALLEY, AMONG OTHERS. PLANNED RESOURCES INCLUDE COLLABORATIVE RELATIONSHIPS WITH HOSPITALS, CLINICS, COMMUNITY ORGANIZATIONS, AND PRODUCERS, AND STRATEGIC INVESTMENTS AND COMMUNITY BENEFITS GRANTS TO SCALE EVIDENCE-BASED PROGRAMS AND INNOVATIVE SOLUTIONS.THROUGH ITS HEALTHY BEGINNINGS PRIORITY, THE HOSPITAL IS ADDRESSING MATERNAL HEALTH AND RELATED MATERNAL, INFANT, AND EARLY CHILDHOOD HEALTH NEEDS. THE STRATEGIC IMPLEMENTATION PLAN STATES THAT THIS FOCUS AREA IS INTENDED TO ENSURE FAMILIES HAVE EQUITABLE ACCESS TO HIGH-QUALITY CARE, SUPPORTIVE SERVICES, AND EVIDENCE-BASED PROGRAMS THAT PROMOTE HEALTHY BEGINNINGS FOR MOTHERS, INFANTS, AND YOUNG CHILDREN. THE PLAN FURTHER STATES THAT THE HOSPITAL WILL PURSUE THIS PRIORITY THROUGH DEFINED GOALS, OBJECTIVES, AND STRATEGIES OVER THE THREE-YEAR IMPLEMENTATION PERIOD, WITH ASSOCIATED PARTNERS, RESOURCES, AND EXPECTED OUTCOMES.IMPLEMENTATION AND MONITORING OF THE STRATEGIC IMPLEMENTATION PLAN WILL BE LED BY COMMUNITY BENEFITS AND COMMUNITY RELATIONS, IN COLLABORATION WITH MULTIDISCIPLINARY WORKGROUPS THAT INCLUDE STRATEGY AND QUALITY TEAMS, HEALTH NEW ENGLAND, AND OTHER SUBJECT MATTER EXPERTS. QUARTERLY UPDATES WILL BE PRESENTED TO THE BAYSTATE MEDICAL CENTER COMMUNITY BENEFITS ADVISORY COUNCIL AND THE BH HEALTH QUALITY AND EQUITY COMMITTEE, WITH ADDITIONAL UPDATES PROVIDED TO THE HOSPITAL'S GOVERNING BODY AND OTHER COMMITTEES AS REQUESTED. THE STRATEGIC IMPLEMENTATION PLAN WILL ALSO BE UPDATED ANNUALLY AND REFLECTED IN THE HOSPITAL'S ANNUAL COMMUNITY BENEFIT REPORTING.THE HOSPITAL DOES NOT INTEND TO FOCUS DIRECTLY IN THIS STRATEGIC IMPLEMENTATION PLAN ON BARRIERS TO HEALTHCARE ACCESS, MENTAL HEALTH, SUBSTANCE USE, HOUSING, EDUCATION, EMPLOYMENT/INCOME, ENVIRONMENTAL EXPOSURES, VIOLENCE/TRAUMA, AND CHRONIC CONDITIONS. THE PLAN EXPLAINS THAT NO HOSPITAL OR HEALTH SYSTEM CAN ADDRESS EVERY IDENTIFIED NEED AND THAT BAYSTATE MEDICAL CENTER IS THEREFORE FOCUSING ITS LIMITED RESOURCES AND EXPERTISE ON THE AREAS WHERE IT BELIEVES IT CAN HAVE THE GREATEST IMPACT; THE PLAN ALSO STATES THAT SOME IDENTIFIED ISSUES FALL OUTSIDE THE HOSPITAL'S PRIMARY SERVICES. BAYSTATE MEDICAL CENTER STATES THAT IT WILL CONTINUE SUPPORTING BROADER COMMUNITY-WIDE EFFORTS AND PARTNERSHIPS ADDRESSING HEALTH AND SOCIAL NEEDS.
BAYSTATE MEDICAL CENTER, INC.	PART V, SECTION B, LINE 13B: ALL PATIENTS WITH ACCOUNT BALANCES (OTHER THAN BALANCES RESULTING FROM CO-PAYMENTS OR DEDUCTIBLES ON INSURED SERVICES) ARE ELIGIBLE TO RECEIVE A PROMPT PAY DISCOUNT OF 20% OF THE BALANCE FOR CLAIMS PAID IN FULL AT TIME OF SERVICE OR WITHIN 60 DAYS OF THE DATE OF THE INITIAL BILL. PATIENTS MUST REQUEST THE DISCOUNT. THE DISCOUNT CANNOT BE COMBINED WITH THE HOSPITAL SUPPLEMENTAL FINANCIAL ASSISTANCE PROGRAM. BAYSTATE MEDICAL CENTER OFFERS A CO-PAYMENT DISCOUNT PROGRAM FOR THE PATIENTS RECEIVING SERVICES IN THE EMERGENCY DEPARTMENT OF THE HOSPITAL. THIS DISCOUNT PROGRAM IS AVAILABLE TO ALL HOSPITAL EMERGENCY DEPARTMENT PATIENTS WITH CO-PAYMENT OBLIGATIONS UNDER PRIVATE OR GOVERNMENT HEALTH INSURANCE (UNLESS PROHIBITED BY LAW OR A BAYSTATE MEDICAL CENTER'S CONTRACT WITH A PRIVATE INSURER OR GOVERNMENT AUTHORITY). THESE PATIENTS MAY REDUCE THE OTHERWISE APPLICABLE EMERGENCY DEPARTMENT SERVICE CO-PAYMENT BY 10% IF THE PATIENT ELECTS TO PAY THE CO-PAYMENT AT THE CONCLUSION OF THE PATIENT'S EMERGENCY DEPARTMENT VISIT.
BAYSTATE MEDICAL CENTER, INC.	PART V, SECTION B, LINE 15E: BAYSTATE MEDICAL CENTER (BMC) PROVIDES PATIENTS WITH INFORMATION ABOUT THE AVAILABILITY OF STATE PROGRAMS, HEALTH SAFETY NET, OR THE HOSPITAL SUPPLEMENTAL FINANCIAL ASSISTANCE PROGRAM WHICH MAY COVER ALL OR SOME OF THEIR UNPAID BMC BILLS AS WELL AS ABOUT BMC DISCOUNT PROGRAMS. FOR THOSE PATIENTS WHO REQUEST SUCH ASSISTANCE, THE HOSPITAL ASSISTS PATIENTS BY SCREENING THEM FOR ELIGIBILITY IN AVAILABLE STATE PROGRAMS AND ASSISTING THEM IN APPLYING FOR SUCH PROGRAMS. WHEN APPLICABLE, BMC MAY ALSO ASSIST PATIENTS IN APPLYING FOR COVERAGE OF SERVICES AS A MEDICAL HARDSHIP BASED ON THE PATIENT'S DOCUMENTED INCOME AND ALLOWABLE MEDICAL EXPENSES. BMC HAS CONTRACTED WITH THE EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES AND THE COMMONWEALTH HEALTH INSURANCE CONNECTOR AUTHORITY TO SERVE AS A CERTIFIED APPLICATION COUNSELOR ORGANIZATION. AS A CERTIFIED APPLICATION COUNSELOR (CAC), APPROPRIATE STAFF WILL INFORM A PATIENT OF THE FUNCTIONS AND RESPONSIBILITY OF A CAC, SEEK THAT THE PATIENT SIGN A CERTIFIED APPLICATION COUNSELOR DESIGNATION FORM, AND ASSIST THE PATIENT IN FINDING APPLICABLE FINANCIAL ASSISTANCE.
BAYSTATE MEDICAL CENTER, INC.	PART V, SECTION B, LINE 16J: PAPER COPIES OF OUR FINANCIAL ASSISTANCE POLICY (FAP) AND THE FAP APPLICATION, AND A FAP PLAIN LANGUAGE SUMMARY AS WELL AS THE BILLING AND COLLECTIONS POLICY ARE AVAILABLE UPON REQUEST, IN ENGLISH, SPANISH, AND RUSSIAN, AND FREE OF CHARGE IN THE HOSPITAL AND BY MAIL, AS WELL AS THE HOSPITAL FACILITIES WEBSITE BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING. A PLAIN LANGUAGE SUMMARY OF THE FAP IS OFFERED TO ALL PATIENTS AT ALL REGISTRATION SITES INCLUDING THE FULL SERVICE HEALTH CENTERS IN THE COMMUNITY - BAYSTATE BRIGHTWOOD HEALTH CENTER AND BAYSTATE MASON SQUARE NEIGHBORHOOD HEALTH CENTER. IN ADDITION, COPIES OF THE FULL FAP, FAP APPLICATION AND BILLING AND COLLECTIONS POLICY ARE ALSO AVAILABLE AT ALL REGISTRATION SITES. COPIES OF OUR COMMUNITY HEALTH NEEDS ASSESSMENT ARE AVAILABLE FOR VIEWING AND DOWNLOAD ON OUR WEBSITE AT WWW.BAYSTATEHEALTH.ORG/ABOUT-US/COMMUNITY-PROGRAMS/COMMUNITY-BENEFITS/COMMUNITY-HEALTH-NEEDS-ASSESSMENT. HARD COPIES OF OUR CHNA ARE AVAILABLE UPON REQUEST FREE OF CHARGE. WE HAVE ALSO SHARED OUR CHNA WITH ALL THE COMMUNITY MEMBERS WHO WERE INVOLVED WITH CHNA AS WELL AS EACH HOSPITAL'S COMMUNITY BENEFITS ADVISORY COUNCIL (CBAC). THE HOSPITAL IS COMMITTED TO ONGOING EFFORTS TO WIDELY PUBLICIZE OUR FAP AND CHNA TO THE COMMUNITY, SPECIFICALLY, TO LOW-INCOME POPULATIONS. ADDITIONAL EFFORTS WILL INCLUDE PROMOTION VIA OUR HOSPITAL'S VARIOUS SOCIAL MEDIA PLATFORMS AND PROVIDING PRINTED MATERIALS TO KEY SOCIAL SERVICE AGENCIES AND EDUCATING THEIR STAFF THAT WORK WITH LOW INCOME POPULATIONS IN THE HOSPITAL'S SERVICE AREA.
BAYSTATE MEDICAL CENTER, INC.:	PART V, SECTION B, LINE 16A, FAP WEBSITE: WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING
BAYSTATE MEDICAL CENTER, INC.:	PART V, SECTION B, LINE 16B, FAP APPLICATION WEBSITE: WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING
BAYSTATE MEDICAL CENTER, INC.:	PART V, SECTION B, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE: WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING
PART V, SECTION B, LINE 20F	WE WOULD PERFORM THESE ACTIONS IF NEEDED BUT DID NOT HAVE ANY PATIENT DURING THE TAX YEAR WHERE AN ECA WAS INITIATED.

Schedule H (Form 990) 2024

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?20
Name and address		Type of Facility (describe)
1	1 - BAYSTATE AMBULATORY CARE CTR 3300 MAIN STREET SPRINGFIELD,MA01107	OUTPATIENT PHYSICIAN OFFICES
2	2 - BAYSTATE AMBULATORY CARE CTR 140 HIGH STREET C LEVEL SPRINGFIELD,MA01105	OUTPATIENT FACILITY
3	3 - BAYSTATE BRIGHTWOOD HEALTH CENTER 380 PLAINFIELD STREET SPRINGFIELD,MA01107	OUTPATIENT CLINIC
4	4 - BAYSTATE CHILDREN'S SPECIALTY CENTER 50 WASON AVENUE 1ST FLOOR SPRINGFIELD,MA01107	OUTPATIENT FACILITY
5	5 - BAYSTATE IMAGING & TRANSPLANT SERVICES 100 WASON AVENUE 2ND 3RD FLOORS SPRINGFIELD,MA01107	OUTPATIENT FACILITY
6	6 - BAYSTATE MASON SQ NEIGHBORHOOD HLTH CTR 11 WILBRAHAM ROAD SPRINGFIELD,MA01199	OUTPATIENT CLINIC
7	7 - BAYSTATE REHABILITATION CARE 21 DWIGHT ROAD SUITE 106 LONGMEADOW,MA01106	REHABILITATION CLINIC
8	8 - BAYSTATE REHAB CARE ADULT OP SVS 360 BIRNIE AVENUE SPRINGFIELD,MA01107	REHABILITATION CLINIC
9	9 - BAYSTATE REHABILITATION CARE RYMD CTR 470 GRANBY RD 1ST FLOOR SOUTH HADLEY,MA01075	REHABILITATION CLINIC
10	10 - BMC PAIN MANAGEMENT CENTER 3400 MAIN STREET 2ND FLR SPRINGFIELD,MA01107	OUTPATIENT FACILITY
11	11 - D'AMOUR CENTER FOR CANCER CARE 3350 MAIN STREET SPRINGFIELD,MA01199	OUTPATIENT CANCER CENTER
12	12 - BAYSTATE MEDICAL CENTER INFUSION SUITE 2 MEDICAL CENTER DRIVE 1ST FL SUITE 107 SPRINGFIELD,MA01107	OUTPATIENT FACILITY
13	13 - BAYSTATE REHAB CARE AT AGAWAM 200 SILVER STREET 1ST FLOOR SUITE 101 AGAWAM,MA01101	OUTPATIENT FACILITY
14	14 - BAYSTATE VASCULAR SERVICES COMMERCIAL BUILDING 3500 MAIN ST 2ND FL SPRINGFIELD,MA01107	OUTPATIENT FACILITY
15	15 - BMC MOLECULAR PATHOLOGY LAB 361 WHITNEY AVE HOLYOKE,MA01040	OUTPATIENT FACILITY
16	16 - BAYSTATE CHILD HOSPITALIZATION PROGRAM 150 LOWER WESTFIELD ROAD SUITE 3 HOLYOKE,MA01040	OUTPATIENT FACILITY
17	17 - BAYSTATE HEALTH CLINICAL TRIALS UNIT 80 WASON AVE GROUND FLOOR SPRINGFIELD,MA01199	OUTPATIENT FACILITY
18	18 - D'AMOUR CENTER FOR CANCER CARE ANNEX 3400 MAIN STREET 2ND FLR SPRINGFIELD,MA01199	OUTPATIENT CANCER CENTER
19	19 - BAYSTATE INFUSION CENTER - PALMER 40 WRIGHT STREET 1ST FLOOR PALMER,MA01069	OUTPATIENT FACILITY
20	20 - BAYSTATE INFUSION CENTER - NOBLE HOS 115 WEST SILVER STREET WESTFIELD,MA01085	OUTPATIENT FACILITY

Schedule H (Form 990) 2024

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Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
PART I, LINE 6A:	THE HOSPITAL SUBMITS AN ANNUAL COMMUNITY BENEFITS REPORT ELECTRONICALLY TO THE MASSACHUSETTS OFFICE OF THE ATTORNEY GENERAL VIA WWW.MASS.GOV/NONPROFIT-HOSPITAL-AND-HMO-COMMUNITY-BENEFITS AND MAKES IT PUBLICLY AVAILABLE ON THE BAYSTATE HEALTH WEBSITE AT WWW.BAYSTATEHEALTH.ORG/CHNA. THE REPORT PROVIDES THE ATTORNEY GENERAL AND THE PUBLIC WITH INFORMATION ON HOW THE HOSPITAL COLLABORATES WITH COMMUNITY PARTNERS TO IDENTIFY AND ADDRESS LOCAL HEALTH NEEDS, AND IT DETAILS PROGRAMS AND ACTIVITIES IMPLEMENTED OR SUPPORTED IN RESPONSE TO THOSE NEEDS.
PART I, LINE 7:	LINE 7A (CHARITY CARE) - COMMUNITY BENEFIT EXPENSE WAS CALCULATED BY APPLYING THE RATIO OF PATIENT CARE COST TO CHARGES, CALCULATED ON WORKSHEET 2, AGAINST TOTAL CHARITY CARE GROSS PATIENT CHARGES FROM THE AUDITED FINANCIAL STATEMENTS.LINE 7B (UNREIMBURSED MEDICAID) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM, WHICH TAKES INTO ACCOUNT ALL HOSPITAL INPATIENTS, OUTPATIENTS AND EMERGENCY ROOM PATIENTS FOR WHOM SERVICES WERE PROVIDED AND COVERED UNDER MEDICAID AND MEDICAID MANAGED CARE PLANS.LINE 7C (OTHER MEANS-TESTED PROGRAMS) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM, WHICH TAKES INTO ACCOUNT ALL HOSPITAL INPATIENTS, OUTPATIENTS AND EMERGENCY ROOM PATIENTS FOR WHOM SERVICES WERE PROVIDED AND COVERED UNDER OTHER MEANS-TESTED GOVERNMENT PROGRAMS.LINE 7E (COMMUNITY HEALTH IMPROVEMENT SERVICES & BENEFIT OPERATIONS) - COMMUNITY HEALTH IMPROVEMENT SERVICES CALCULATIONS ARE DERIVED FROM DIRECT AND INDIRECT COSTS ASSOCIATED WITH COMMUNITY BENEFIT ACTIVITIES THAT ARE ALIGNED WITH THE HOSPITAL'S 2025 COMMUNITY HEALTH NEEDS ASSESSMENT. THESE ACTIVITIES ARE CARRIED OUT TO IMPROVE COMMUNITY HEALTH AND WELLNESS AND EXTEND BEYOND PATIENT CARE, BEYOND THE WALLS OF THE HOSPITAL.COMMUNITY BENEFIT OPERATIONS CALCULATIONS ARE DERIVED FROM COSTS ASSOCIATED WITH ASSIGNED STAFF AND COMMUNITY HEALTH NEEDS AND/OR ASSETS ASSESSMENT, AS WELL AS OTHER COSTS ASSOCIATED WITH COMMUNITY BENEFITS STRATEGY AND OPERATIONS.LINE 7F (HEALTH PROFESSIONAL EDUCATION) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM.LINE 7G (SUBSIDIZED PROGRAMS) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM. THE EXPENSE RELATES TO THE INPATIENT BEHAVIORAL HEALTH, ADULT CHEMICAL DEPENDENCY, NICU, AND END OF LIFE CARE, AS WELL AS SPECIFIC OUTPATIENT PROGRAMS. THERE ARE NO COSTS ATTRIBUTABLE TO PHYSICIAN CLINICS REPORTED AS SUBSIDIZED HEALTH SERVICES IN PART I, LINE 7G.LINE 7H (RESEARCH) - COMMUNITY BENEFIT EXPENSE WAS DERIVED USING THE ORGANIZATION'S COST ACCOUNTING SYSTEM. IN ADDITION TO THE RESEARCH COSTS REPORTED ON LINE 7H, THERE WAS $869,077 OF EXPENSES RELATED TO INDUSTRY-SPONSORED GRANTS THAT WE BELIEVE SHOULD BE TREATED AS COMMUNITY BENEFIT EXPENSE BECAUSE THEY WERE INCURRED TO PROMOTE THE HEALTH AND WELL-BEING OF THE LOCAL POPULATION AND ARE A KEY COMPONENT OF OUR COMMITMENT TO THE COMMUNITY.PART I, LN 7 COL(F):ESTIMATED UNCOLLECTIBLE AMOUNTS DUE FROM PATIENTS (BAD DEBT EXPENSE) IS AN IMPLICIT PRICE CONCESSION AND A DIRECT REDUCTION TO NET OPERATING REVENUE. THESE IMPLICIT PRICE CONCESSIONS ARE NOT INCLUDED IN TOTAL EXPENSES REPORTED IN PART IX, LINE 25, COLUMN (A) FOR THE PURPOSE OF CALCULATING THE PERCENTAGES IN PART 1, LINE 7, COLUMN (F).
PART II, COMMUNITY BUILDING ACTIVITIES:	WHILE NOT QUANTIFIED IN PART II OF SCHEDULE H, THE HOSPITAL IS COMMITTED TO BUILDING HEALTHIER COMMUNITIES AND RECOGNIZES THAT COMMUNITY BENEFIT INITIATIVES ALONE CANNOT FULLY ADDRESS ALL IDENTIFIED HEALTH NEEDS. BAYSTATE HEALTH EMBRACES A BROAD DEFINITION OF HEALTH, ACKNOWLEDGING THAT WELL-BEING AND LIFE EXPECTANCY ARE SHAPED BY SOCIAL, ENVIRONMENTAL, BEHAVIORAL, AND HEALTHCARE FACTORS. TO ADVANCE THIS COMMITMENT, THE HOSPITAL INVESTS IN SERVICES, PROGRAMS, AND RESOURCES THAT EXTEND BEYOND ITS WALLS, INCLUDING GRANTS AND SPONSORSHIPS FOR COMMUNITY-BASED ORGANIZATIONS AND ACTIVE ENGAGEMENT OF HOSPITAL LEADERSHIP ON BOARDS AND PARTNERSHIPS ALIGNED WITH ITS MISSION.FOR FY25, BAYSTATE MEDICAL CENTER PAID $249,361 IN PAYMENTS IN LIEU OF TAXES TO THE CITY OF SPRINGFIELD. THE HOSPITAL IS ALSO AN ACTIVE, DUES-PAYING MEMBER OF REGIONAL ECONOMIC ORGANIZATIONS, CONTRIBUTING $57,055 TO THE ECONOMIC DEVELOPMENT COUNCIL OF WESTERN MASSACHUSETTS (EDC) PLUS $24,115 TO ITS CLUSTER INITIATIVE, $7,500 TO THE SPRINGFIELD REGIONAL CHAMBER, AND $500 TO THE GREATER HOLYOKE CHAMBER OF COMMERCE.AS THE REGION'S LARGEST PRIVATE EMPLOYER, THE HOSPITAL ACTIVELY PARTICIPATES IN THESE ORGANIZATIONS THROUGH LEADERSHIP INVOLVEMENT - SUCH AS THE SYSTEM CHIEF ADMINISTRATIVE AND STRATEGY OFFICER ON THE EDC BOARD AND THE VICE PRESIDENT OF GOVERNMENT RELATIONS ON THE SPRINGFIELD REGIONAL CHAMBER BOARD - ALONG WITH REGULAR ATTENDANCE AT EVENTS AND SPONSORSHIP OF CHAMBER ACTIVITIES. THROUGH THESE PARTNERSHIPS, THE HOSPITAL COLLABORATES WITH BUSINESS AND COMMUNITY LEADERS TO SUPPORT REGIONAL SUSTAINABILITY, WORKFORCE DEVELOPMENT, AND ECONOMIC GROWTH.THIS ENGAGEMENT ALIGNS WITH BAYSTATE HEALTH'S 2030 ASPIRATION TO BE THE ECONOMIC AND HEALTH PILLAR, RECOGNIZING THE LINK BETWEEN ECONOMIC STABILITY AND COMMUNITY HEALTH. BY SUPPORTING REGIONAL ECONOMIC DEVELOPMENT, THE HOSPITAL CONTRIBUTES TO CONDITIONS THAT HELP INDIVIDUALS, FAMILIES, AND COMMUNITIES THRIVE.
PART III, LINE 2:	THE COST OF BAD DEBTS REPORTED WAS CALCULATED BY APPLYING A RATIO OF COST TO CHARGES (BASED ON THE ORGANIZATION'S COST ACCOUNTING SYSTEM INCLUDING ALL HOSPITAL INPATIENTS AND OUTPATIENTS) AGAINST TOTAL IMPLICIT PRICE CONCESSIONS AS REFLECTED IN THE AUDITED FINANCIAL STATEMENTS.
PART III, LINE 3:	THE PORTION OF BAD DEBT THAT REASONABLY COULD BE ATTRIBUTABLE TO PATIENTS WHO MAY QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S CHARITY CARE PROGRAM WAS CALCULATED BY APPLYING THE PERCENTAGE OF BAD DEBTS BY ZIP CODE (FOR WHICH THE AVERAGE HOUSEHOLD INCOME FOR EACH ZIP CODE IS LESS THAN 150% OF THE FEDERAL POVERTY LEVEL) TO THE TOTAL COST OF BAD DEBT REPORTED IN PART III LINE 2. SINCE THIS PORTION OF BAD DEBT IS ATTRIBUTABLE TO PATIENTS RESIDING IN AN AREA WHERE THE AVERAGE INCOME IS LESS THAN 150% OF THE FEDERAL POVERTY LEVEL, IT IS HIGHLY LIKELY THESE PATIENTS WOULD HAVE QUALIFIED FOR THE ORGANIZATION'S CHARITY CARE PROGRAM HAD THEY APPLIED. FOR THIS REASON, WE BELIEVE THE AMOUNT, TOTALING $632,464, SHOULD BE TREATED AS COMMUNITY BENEFIT EXPENSE IN PART I.
PART III, LINE 4:	AS NOTED ABOVE, THE ORGANIZATION ADOPTED ACCOUNTING STANDARDS UPDATE 2014-09 EFFECTIVE OCTOBER 1, 2018, WHICH CHANGED THE WAY ENTITIES REPORT AND DISCLOSE CERTAIN FINANCIAL INFORMATION INCLUDING IMPLICIT PRICE CONCESSION (FORMERLY THE PROVISION FOR BAD DEBTS). SEE AUDITED FINANCIAL STATEMENTS, FOOTNOTE #2 (SIGNIFICANT ACCOUNTING POLICIES) ON PAGES 14 AND 15 UNDER THE CAPTION "NET PATIENT SERVICE REVENUE" FOR A DESCRIPTION OF THE ORGANIZATION'S REPORTING OF ITS IMPLICIT PRICE CONCESSIONS (FORMERLY PROVISION FOR BAD DEBTS). IF A PATIENT IS DETERMINED ELIGIBLE FOR FINANCIAL ASSISTANCE, THE APPROPRIATE ADJUSTMENT IS MADE TO THE PATIENT ACCOUNT BASED ON THEIR INCOME LEVEL. ONCE THE NECESSARY APPROVALS ARE OBTAINED, IT THEN FLOWS TO THE GENERAL LEDGER. PATIENTS APPLYING FOR A PROMPT PAYMENT DISCOUNT WILL HAVE THIS ALLOWANCE ENTERED AFTER AGREED UPON PAYMENT IS RECEIVED.
PART III, LINE 8:	LINE 6 - INCLUDED ALL MEDICARE ALLOWABLE COSTS AS CALCULATED IN WORKSHEETS D-1 PART II (INPATIENT) AND D PART V (OUTPATIENT) OF THE HOSPITAL'S 2025 MEDICARE COST REPORT, NET OF MEDICARE COSTS REPORTED IN PART I, LINE 7.G, BASED ON MEDICARE COSTING PRINCIPLES. WE BELIEVE THE SHORTFALL REPORTED OF $16,950,555 SHOULD BE TREATED AS A COMMUNITY BENEFIT EXPENSE FOR TAX REPORTING PURPOSES BECAUSE PROVIDING CARE FOR THE ELDERLY IS A KEY COMPONENT OF OUR COMMITMENT TO THE COMMUNITY. THE UNREIMBURSED EXPENSES SHOULD BE TREATED SIMILARLY TO UNREIMBURSED MEDICAID SINCE THE MAJORITY OF THE LOCAL ELDERLY POPULATION IS NOT AFFLUENT.
PART III, LINE 9B:	FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE: THE PATIENT MAY HAVE REQUESTED ASSISTANCE UP FRONT AT TIME OF SERVICE WITH A FINANCIAL COUNSELOR OR THE PATIENT COULD HAVE ASKED FOR ASSISTANCE AFTER RECEIVING THEIR BILL BY CONTACTING OUR PATIENT BILLING SERVICES REPRESENTATIVES. THE FINANCIAL COUNSELOR WILL ASSIST THE PATIENT IN APPLYING FOR THE APPROPRIATE TYPE OF ASSISTANCE BASED ON THEIR INCOME AND CIRCUMSTANCES. ONCE APPROVED FOR A STATE MEDICAID OR OTHER PROGRAM, ALL BILLING AND COLLECTION ACTIVITY WILL STOP (EXCEPT FOR REQUIRED CO-PAYMENTS OR DEDUCTIBLES). FOR ALL OTHER PATIENTS, OUR STATEMENTS CONTAIN INFORMATION REGARDING HOW TO APPLY FOR FINANCIAL ASSISTANCE. NOTICES CONCERNING AVAILABILITY FOR ASSISTANCE ARE ALSO POSTED AT PATIENT CARE SITES.
PART VI, LINE 2:	THE HOSPITAL ASSESSES THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES THROUGH A COMBINATION OF DATA ANALYSIS AND COMMUNITY-INFORMED INPUT. QUANTITATIVE ASSESSMENTS INCLUDE HOSPITAL UTILIZATION DATA, PATIENT DEMOGRAPHICS, POPULATION HEALTH INDICATORS, AND LOCAL AND REGIONAL PUBLIC HEALTH DATASETS TO IDENTIFY TRENDS IN CHRONIC DISEASE, BEHAVIORAL HEALTH, MATERNAL AND CHILD HEALTH, AND SOCIAL DETERMINANTS OF HEALTH.QUALITATIVE INPUT IS GATHERED THROUGH ADVISORY AND GOVERNANCE STRUCTURES, INCLUDING COMMUNITY ADVISORY COUNCILS (CACS), COMMUNITY BENEFITS ADVISORY COUNCILS (CBACS), PATIENT & FAMILY ADVISORY COUNCILS (PFACS), THE BAYSTATE HEALTH BOARD OF TRUSTEES, AND THE SYSTEM-WIDE HEALTH QUALITY & EQUITY COMMITTEE (HQ&EC). THESE GROUPS PROVIDE GUIDANCE ON EMERGING HEALTH ISSUES, SERVICE GAPS, AND OPPORTUNITIES FOR COLLABORATION, ENSURING THAT COMMUNITY AND LIVED-EXPERIENCE PERSPECTIVES SHAPE HOSPITAL PRIORITIES. PFAC SPECIFICALLY INFORMS BARRIERS TO CARE AND UNMET NEEDS FROM PATIENT AND FAMILY EXPERIENCES.BAYSTATE HOSPITALS ALSO ENGAGE IN LOCAL AND REGIONAL PARTNERSHIPS, INCLUDING THE FRANKLIN COUNTY, HAMPDEN COUNTY, AND QUABOAG HILLS COMMUNITY HEALTH IMPROVEMENT PLANS, AND MAINTAIN ONGOING RELATIONSHIPS WITH PUBLIC HEALTH AGENCIES AND COMMUNITY ORGANIZATIONS. TOGETHER, THESE DATA-DRIVEN AND COMMUNITY-INFORMED APPROACHES PROVIDE A CONTINUOUS ASSESSMENT OF HEALTH NEEDS, ENSURING HOSPITAL PROGRAMS AND INVESTMENTS RESPOND TO EVOLVING PRIORITIES. THIS METHODOLOGY ALIGNS WITH BAYSTATE HEALTH'S STRATEGY 2030 ECONOMIC AND HEALTH PILLAR, EMPHASIZING THE LINK BETWEEN SOCIAL AND ECONOMIC FACTORS AND IMPROVED COMMUNITY HEALTH OUTCOMES.
PART VI, LINE 3:	BAYSTATE HEALTH (BH) IS COMMITTED TO ENSURING THAT ALL PATIENTS HAVE FAIR, DIGNIFIED, AND NONDISCRIMINATORY ACCESS TO MEDICALLY NECESSARY CARE, REGARDLESS OF THEIR ABILITY TO PAY. TO ACHIEVE THIS, THE HOSPITAL INFORMS AND EDUCATES PATIENTS AND INDIVIDUALS WHO MAY BE BILLED FOR CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, AND LOCAL PROGRAMS, AS WELL AS BAYSTATE HEALTH'S OWN FINANCIAL ASSISTANCE POLICIES.PATIENT EDUCATION AND OUTREACH: - WRITTEN MATERIALS: BH'S FINANCIAL ASSISTANCE POLICY (FAP), PLAIN-LANGUAGE SUMMARY, AND RELATED MATERIALS ARE AVAILABLE IN MULTIPLE LANGUAGES ON THE HOSPITAL WEBSITE AND IN PRINT AT KEY LOCATIONS, INCLUDING ADMISSIONS, CLINICS, EMERGENCY DEPARTMENTS, CENTRAL REGISTRATION AREAS, PATIENT FINANCIAL COUNSELOR OFFICES, AND BUSINESS OFFICE AREAS ACCESSIBLE TO PATIENTS. - SIGNAGE: LARGE, CLEARLY VISIBLE SIGNS (8.5 X 11 INCHES; HEADER PRINT FONT IS 24 POINT) NOTIFY PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS. SIGNS ARE DISPLAYED IN PRIMARY LANGUAGES SPOKEN BY SIGNIFICANT PORTIONS OF THE COMMUNITY (SPANISH AND RUSSIAN) TO ENSURE ACCESSIBILITY. - BILLING NOTICES: ALL PATIENT BILLS INCLUDE INFORMATION ABOUT FINANCIAL ASSISTANCE ELIGIBILITY AND INSTRUCTIONS ON HOW TO APPLY.PERSONALIZED ASSISTANCE: - FINANCIAL COUNSELORS: TRAINED AND STATE-CERTIFIED FINANCIAL COUNSELORS ARE AVAILABLE TO HELP PATIENTS APPLY FOR FEDERAL AND STATE PROGRAMS (INCLUDING MEDICAID AND THE MASSACHUSETTS HEALTH SAFETY NET) AS WELL AS BAYSTATE'S INTERNAL FINANCIAL ASSISTANCE PROGRAMS. COUNSELORS GUIDE PATIENTS THROUGH ELIGIBILITY REQUIREMENTS, APPLICATION FORMS, AND DOCUMENTATION NEEDED TO RECEIVE ASSISTANCE. - PAYMENT OPTIONS: PATIENTS ARE INFORMED ABOUT AVAILABLE PAYMENT PLANS AND SLIDING-SCALE DISCOUNTS BASED ON FAMILY SIZE AND INCOME. COUNSELORS ALSO ENSURE PATIENTS UNDERSTAND WHICH PROGRAMS MAY REDUCE OR ELIMINATE THEIR FINANCIAL RESPONSIBILITY.COMMUNITY AWARENESS: - BH ACTIVELY COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE PROGRAMS TO THE BROADER COMMUNITY THROUGH THE HOSPITAL WEBSITE, PRINTED MATERIALS, AND MULTILINGUAL SIGNAGE. THESE EFFORTS ARE DESIGNED TO ENSURE THAT BOTH CURRENT AND PROSPECTIVE PATIENTS UNDERSTAND THEIR OPTIONS FOR FINANCIAL SUPPORT AND ARE ABLE TO ACCESS CARE WITHOUT UNDUE FINANCIAL BURDEN.THROUGH THESE COMBINED STRATEGIES, WRITTEN MATERIALS, MULTILINGUAL SIGNAGE, PERSONALIZED COUNSELING, BILLING NOTICES, AND COMMUNITY OUTREACHBAYSTATE HEALTH ENSURES THAT PATIENTS AND THOSE WHO MAY BE BILLED FOR CARE ARE INFORMED AND EDUCATED ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE UNDER APPLICABLE FEDERAL, STATE, AND LOCAL PROGRAMS, AS WELL AS THE HOSPITAL'S OWN FINANCIAL ASSISTANCE POLICIES.MORE INFORMATION ABOUT BAYSTATE HEALTH'S FINANCIAL ASSISTANCE AND BILLING & COLLECTION POLICIES IS AVAILABLE ONLINE AT: WWW.BAYSTATEHEALTH.ORG/PATIENTS-AND-VISITORS/HEALTHCARE-PRICES-AND-BILLING.
PART VI, LINE 4:	THE FOLLOWING "COMMUNITY INFORMATION" DESCRIPTION IS EXTRACTED FROM THE HOSPITAL'S FY2025 CHNA. BAYSTATE MEDICAL CENTER IS A 791-BED INDEPENDENT ACADEMIC MEDICAL CENTER AND HOME TO THE UMASS CHAN MEDICAL SCHOOL - BAYSTATE. BAYSTATE MEDICAL CENTER HAS ONE OF NEW ENGLAND'S BUSIEST EMERGENCY DEPARTMENTS AND IS THE REGION'S ONLY LEVEL 1 TRAUMA CENTER SERVING OVER 105,000 ADULT AND PEDIATRIC PATIENTS. THE HOSPITAL HAS LONG PROVIDED THE REGION WITH THE HIGHEST LEVEL OF CARE FOR CONDITIONS SUCH AS CANCER, ACUTE AND CHRONIC CARDIOVASCULAR ILLNESS, AND A WIDE RANGE OF OTHER MAJOR DISEASES. THE HOSPITAL ALSO OFFERS PRE- AND POST-NATAL CARE FOR MOTHERS GIVING BIRTH AT ITS WESSON WOMEN & INFANTS' UNIT, WHICH IS HOME TO THE REGION'S ONLY LEVEL III NEONATAL INTENSIVE CARE UNIT (NICU). IN ADDITION, BAYSTATE MEDICAL CENTER OFFERS THE BAYSTATE HEART & VASCULAR PROGRAM AND THE BAYSTATE REGIONAL CANCER PROGRAM, AMONG OTHER ADVANCED SPECIALTY MEDICAL, DIAGNOSTIC, AND SURGICAL SERVICES ARE MADE UP OF DOCTORS, HOSPITALS, AND OTHER PROVIDERS. BAYSTATE MEDICAL CENTER HAS RECEIVED MAGNET DESIGNATION FROM THE AMERICAN NURSES CREDENTIALING CENTER (ANCC) FIVE CONSECUTIVE TIMES, PLACING IT AMONG LEADERS NATIONALLY IN NURSING EXCELLENCE AND QUALITY PATIENT OUTCOMES. BAYSTATE MEDICAL IS PART OF BAYSTATE HEALTH, A NOT-FOR-PROFIT, INTEGRATED HEALTH DELIVERY SYSTEM SERVING MORE THAN 800,000 PEOPLE THROUGHOUT WESTERN MASSACHUSETTS. BAYSTATE HEALTH, WITH A WORKFORCE OF NEARLY 13,000 EMPLOYEES, IS THE LARGEST EMPLOYER IN THE REGION AND INCLUDES: BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE MEDICAL CENTER, BAYSTATE NOBLE HOSPITAL, BAYSTATE WING HOSPITAL, BAYSTATE MEDICAL PRACTICES, BAYSTATE HOME HEALTH, AND BAYSTATE HEALTH FOUNDATION, AS WELL AS HEALTH NEW ENGLAND, THE HEALTH SYSTEM-OWNED AND OPERATED HEALTH INSURER.THE COMMUNITIES SERVED BY BAYSTATE MEDICAL CENTER INCLUDE THE 23 COMMUNITIES IN HAMPDEN COUNTY, PLUS THE TOWNS OF SOUTH HADLEY AND GRANBY (LOCATED IN HAMPSHIRE COUNTY). HAMPDEN COUNTY IS HOME TO 464,575 RESIDENTS. SPRINGFIELD IS THE LARGEST CITY IN THE AREA AND THIRD LARGEST IN MASSACHUSETTS. THREE ADJACENT CITIES (HOLYOKE, CHICOPEE, AND WEST SPRINGFIELD) JOIN SPRINGFIELD TO CREATE A DENSELY POPULATED URBAN CORE THAT HOUSES OVER HALF OF THE COUNTY POPULATION. EAST AND WEST OF THIS CENTRAL CORE ARE SMALLER COMMUNITIES, A MAJORITY WITH POPULATIONS UNDER 20,000. THE PIONEER VALLEY TRANSIT AUTHORITY (PVTA), THE SECOND LARGEST PUBLIC TRANSIT SYSTEM IN THE STATE, SERVES ELEVEN COMMUNITIES IN THE BAYSTATE MEDICAL SERVICE AREA, AND CONNECTS SUBURBAN AREAS TO THE CORE CITIES AND SERVICES. MUCH OF THE SERVICE AREA IS DEFINED AS MEDICALLY UNDERSERVED. THE SERVICE AREA FOR BAYSTATE MEDICAL CENTER IS MORE RACIALLY AND ETHNICALLY DIVERSE THAN MUCH OF WESTERN MASSACHUSETTS, WITH TRENDS SHOWING INCREASING DIVERSITY SINCE THE LAST CHNA. HAMPDEN COUNTY'S POPULATION IS 60% WHITE, 27% LATINO/A/E (PRIMARILY PUERTO RICAN, OTHER LATINO/A/E ETHNICITIES, MEXICAN, AND CUBAN), 8% BLACK, AND 3% ASIAN (PRIMARILY OTHER ASIAN ETHNICITIES, CHINESE, ASIAN INDIAN, AND VIETNAMESE). ABOUT 9% OF RESIDENTS ARE FOREIGN-BORN, AND THE COUNTY HAS A MEDIAN AGE OF 40 YEARS. CHILDREN UNDER 18 COMPRISE 21% OF THE POPULATION, WHILE THOSE OVER 65 REPRESENT 17%. DISABILITY PREVALENCE HAS RISEN TO 16%, ABOVE THE STATEWIDE RATE OF 12%, WITH SPRINGFIELD AT 18% AND HOLYOKE AT 20%.ECONOMIC INDICATORS SHOW A RECOVERING BUT UNEVEN PICTURE. THE 2023 UNEMPLOYMENT RATE RETURNED TO 4.3%, ITS PRE-PANDEMIC LEVEL, THOUGH IT REMAINS HIGHER THAN SURROUNDING COUNTIES. MEDIAN HOUSEHOLD INCOME IS $66,619, BUT INCOME DISPARITIES PERSIST: WHITE HOUSEHOLDS EARN $79,743, BLACK HOUSEHOLDS $52,928, AND LATINE HOUSEHOLDS $36,843. POVERTY RATES ALSO REFLECT INEQUITIES11% FOR WHITE RESIDENTS, 24% FOR BLACK RESIDENTS, AND 32% FOR LATINE RESIDENTS. EDUCATIONAL OUTCOME DISPARITIES CONTINUE ACROSS RACIAL AND ETHNIC GROUPS. MEDIAN HOUSEHOLD INCOME BY CITY RANGES FROM $47,677 IN SPRINGFIELD TO $67,297 IN WEST SPRINGFIELD, HIGHLIGHTING INTRA-COUNTY VARIATION IN ECONOMIC CONDITIONS.
PART VI, LINE 5:	EACH HOSPITAL FACILITY, AS A MEMBER OF BAYSTATE HEALTH, HAS A RESPONSIBILITY TO ADDRESS HEALTH CARE NEEDS NOT FULLY SUPPORTED BY GOVERNMENT PROGRAMS, A KEY FACTOR IN ITS 501(C)(3) TAX-EXEMPT STATUS. IN ADDITION TO PROVIDING MEDICAL CARE TO PATIENTS, THE HOSPITAL OPERATES IN THE PUBLIC INTEREST BY OFFERING PROGRAMS THAT BENEFIT THE BROADER COMMUNITY, NOT ONLY PATIENTS AND EMPLOYEES.GUIDED BY ITS CHARITABLE MISSION, THE HOSPITAL DELIVERS COMPASSIONATE, HIGH-QUALITY, AND ACCESSIBLE CARE ADVANCING THE COMMUNITIES' HEALTH FOR ALL. ITS COMMUNITY BENEFITS COMMITMENT FOCUSES ON REDUCING HEALTH DISPARITIES, PROMOTING WELLNESS, AND IMPROVING ACCESS TO CARE FOR VULNERABLE POPULATIONS THROUGH THE COMBINED EFFORTS OF BAYSTATE HEALTH, AFFILIATED PROVIDERS, AND COMMUNITY PARTNERS.THE HOSPITAL MEETS ALL FACTORS REQUIRED FOR TAX EXEMPTION UNDER REVENUE RULING 69-545. IT EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS AND PRACTITIONERS IN WESTERN MASSACHUSETTS WHO MEET CREDENTIALING STANDARDS, REGARDLESS OF EMPLOYER AFFILIATION, AND ITS EMERGENCY DEPARTMENT IS OPEN TO ALL, WITH NO ONE DENIED CARE. SURPLUS FUNDS ARE REINVESTED IN PATIENT CARE, FACILITY IMPROVEMENTS, EQUIPMENT, STAFF TRAINING AND DEVELOPMENT, AND SUPPORT OF CLINICAL AND TRANSLATIONAL RESEARCH.BAYSTATE HEALTH'S VOLUNTEER BOARD OF TRUSTEES, THE GOVERNING BODY FOR THE ORGANIZATION AND ITS AFFILIATES, INCLUDES THE PRESIDENT & CEO OF BAYSTATE HEALTH AND UP TO 20 ELECTED TRUSTEES WHO REFLECT THE DIVERSE INTERESTS OF THE COMMUNITIES SERVED. THE GOVERNANCE COMMITTEE OVERSEES TRUSTEE NOMINATIONS AND RECOMMENDS CANDIDATES FOR BOARD AND COMMITTEE MEMBERSHIP, PRIORITIZING INDIVIDUALS WHO REPRESENT COMMUNITY PERSPECTIVES AND SUPPORT THE HOSPITAL'S CHARITABLE MISSION.EACH HOSPITAL FACILITY HAS A COMMUNITY ADVISORY COUNCIL(S) (CAC) THAT HAS LINE OF SIGHT TO THE BH BOARD OF TRUSTEES AND IS RESPONSIBLE FOR PROVIDING ADVICE REGARDING THE HEALTH-RELATED NEEDS WITHIN THE COMMUNITY SERVED BY THE HOSPITAL ACROSS THE FULL CONTINUUM OF CARE AND BUILDING RELATIONSHIPS BETWEEN THE COMMUNITY AND THE BH SYSTEM. IN ALIGNMENT WITH THE CHNA, BAYSTATE HEALTH STRATEGICALLY INVESTS IN LOCAL INITIATIVES THAT ADDRESS IDENTIFIED HEALTH NEEDS. THESE INVESTMENTS ARE TAILORED TO BOTH HOSPITAL-SPECIFIC SERVICE AREAS AND REGIONAL PRIORITIES AND ARE INFORMED BY INPUT FROM THE HOSPITALS' COMMUNITY BENEFITS ADVISORY COUNCILS (CBACS), CACS, AND OTHER LOCAL STAKEHOLDERS. ENGAGING THE COMMUNITY IN THESE DECISIONS HELPS MAXIMIZE LOCAL IMPACT AND ENCOURAGES PARTICIPATION FROM OTHER PARTNERS AND FUNDERS IN ADVANCING COMMUNITY HEALTH.
PART VI, LINE 6:	BAYSTATE HEALTH IS A NOT-FOR-PROFIT INTEGRATED HEALTHCARE SYSTEM SERVING OVER 800,000 PEOPLE ACROSS WESTERN MASSACHUSETTS. NATIONALLY RECOGNIZED FOR HEALTHCARE QUALITY AND SAFETY, BAYSTATE HEALTH EMPLOYS NEARLY 13,000 STAFF AND DELIVERS CARE THROUGH ITS ACADEMIC TEACHING FACILITY, BAYSTATE MEDICAL CENTER (SPRINGFIELD), BAYSTATE CHILDREN'S HOSPITAL, THREE COMMUNITY HOSPITALS, URBAN HEALTH CENTERS, HOME CARE AND HOSPICE SERVICES, AND A NETWORK OF OVER 80 MEDICAL PRACTICES. ITS FOUR HOSPITALS ARE BAYSTATE MEDICAL CENTER, BAYSTATE FRANKLIN MEDICAL CENTER, BAYSTATE NOBLE HOSPITAL, AND BAYSTATE WING HOSPITAL. ADDITIONAL 501(C)(3) AFFILIATES INCLUDE BAYSTATE MEDICAL PRACTICES, VISITING NURSE ASSOCIATION AND HOSPICE OF WESTERN NEW ENGLAND, BAYSTATE ADMINISTRATIVE SERVICES, AND BAYSTATE HEALTH FOUNDATION.BAYSTATE MEDICAL CENTER IS A 716-BED INDEPENDENT ACADEMIC MEDICAL CENTER AND HOME TO THE UMASS CHAN MEDICAL SCHOOL - BAYSTATE. IT OPERATES THE REGION'S ONLY LEVEL 1 TRAUMA CENTER AND LEVEL III NEONATAL INTENSIVE CARE UNIT (NICU), AND PROVIDES ADVANCED SPECIALTY SERVICES INCLUDING CARDIAC, CANCER, AND SURGICAL CARE. BAYSTATE CHILDREN'S HOSPITAL, PART OF BMC, IS THE ONLY ACCREDITED FULL-SERVICE CHILDREN'S HOSPITAL AND PEDIATRIC EMERGENCY DEPARTMENT IN WESTERN MASSACHUSETTS.BAYSTATE FRANKLIN MEDICAL CENTER (89 BEDS) SERVES RURAL FRANKLIN COUNTY AND NORTH QUABBIN, PROVIDING INPATIENT SERVICES INCLUDING BEHAVIORAL HEALTH, INTENSIVE CARE, MEDICAL-SURGICAL CARE, AND OBSTETRICS, AS WELL AS OUTPATIENT CARE SUCH AS CANCER, CARDIAC, ORTHOPEDIC, AND RADIOLOGY SERVICES. A DENTAL CLINIC OPERATES ONSITE IN PARTNERSHIP WITH THE COMMUNITY HEALTH CENTER OF FRANKLIN COUNTY.BAYSTATE NOBLE HOSPITAL (85 BEDS) SERVES WESTFIELD AND SURROUNDING COMMUNITIES, OFFERING DIRECT ACCESS TO WORLD-CLASS TECHNOLOGY, DIAGNOSTICS, AND SPECIALISTS. BAYSTATE WING HOSPITAL (46 BEDS) SERVES PALMER AND THE QUABOAG HILLS REGION, PROVIDING COMPREHENSIVE EMERGENCY SERVICES AND A RANGE OF MEDICAL AND SURGICAL SERVICES.BAYSTATE MEDICAL PRACTICES (BMP) INCLUDES 769 PHYSICIANS ACROSS PRIMARY, SPECIALTY, URGENT, AND SURGICAL CARE IN OVER 120 LOCATIONS. MANY SITES ARE DESIGNATED HEALTH AND WELLNESS CENTERS, OFFERING COORDINATED, ONE-STOP CARE. BMP PROVIDES HIGH-VALUE CARE REGARDLESS OF PATIENTS' ABILITY TO PAY, DELIVERING $1,847,079 IN CHARITY CARE IN FY25. BMP COLLABORATES CLOSELY WITH BAYSTATE HEALTH'S CARE MANAGEMENT, BEHAVIORAL HEALTH, AND SOCIAL WORK TEAMS TO IMPROVE OUTCOMES FOR HIGH-RISK AND HIGH-NEED POPULATIONS. ITS PHYSICIANS SERVE AS FACULTY FOR UMASS CHAN MEDICAL SCHOOL - BAYSTATE, TRAINING RESIDENTS, MEDICAL STUDENTS, AND ADVANCED PRACTICE PROVIDERS TO STRENGTHEN THE REGIONAL HEALTHCARE WORKFORCE. BMP ALSO PARTICIPATES IN VALUE-BASED CARE PROGRAMS, INCLUDING ACOS, TO IMPROVE OUTCOMES FOR MEDICAID, MEDICARE, AND UNDERSERVED PATIENTS, AND ENGAGES IN COMMUNITY OUTREACH INITIATIVES ADDRESSING HIV/AIDS AND OTHER UNDERSERVED POPULATION NEEDS.BAYSTATE HOME HEALTH, HOSPICE, AND PEDIATRIC PALLIATIVE CARE PROVIDE COMPASSIONATE, PATIENT- AND FAMILY-CENTERED CARE WHEREVER PATIENTS CALL HOME. EACH PATIENT IS SUPPORTED BY AN INTERDISCIPLINARY TEAM - INCLUDING NURSES, THERAPISTS, SOCIAL WORKERS, HOME HEALTH AND HOSPICE AIDES, SPIRITUAL AND BEREAVEMENT COUNSELORS, AND VOLUNTEERS - WORKING COLLABORATIVELY WITH PRIMARY CARE AND SPECIALTY PROVIDERS. HOME HEALTH SERVICES FOCUS ON SAFE, TIMELY RECOVERY FROM ILLNESS, INJURY, OR SURGERY, MANAGING OVER 130,000 VISITS ANNUALLY.THE HOSPICE PROGRAM, LED BY A BOARD-CERTIFIED HOSPICE AND PALLIATIVE CARE MEDICAL DIRECTOR, DELIVERS MEDICAL, SPIRITUAL, AND SUPPORTIVE SERVICES TO PATIENTS WITH SERIOUS OR LIFE-LIMITING ILLNESSES, PROMOTING COMFORT, DIGNITY, AND PEACE. IN PARTNERSHIP WITH BAYSTATE MEDICAL CENTER, HOSPICE OPERATES AN INPATIENT PROGRAM FOR PATIENTS WITH COMPLEX SYMPTOMS, SERVING MORE THAN 1,200 PATIENTS ANNUALLY.THE PEDIATRIC PALLIATIVE CARE TEAM, LED BY A BOARD-CERTIFIED PEDIATRICIAN, PROVIDES DAILY CARE TO NEARLY 100 CHILDREN AND THEIR FAMILIES, FROM BIRTH THROUGH 19 YEARS, WITH LIFE-LIMITING CONDITIONS. THE INTERDISCIPLINARY TEAM INCLUDES NURSES, SOCIAL WORKERS, SPIRITUAL CARE COUNSELORS, CHILD LIFE SPECIALISTS, MUSIC THERAPISTS, MASSAGE THERAPISTS, AND VOLUNTEERS, ENSURING COMPREHENSIVE SUPPORT FOR PATIENTS AND FAMILIES.HEALTH NEW ENGLAND (HNE), BASED IN SPRINGFIELD, MASSACHUSETTS, IS A NOT-FOR-PROFIT HEALTH PLAN SERVING MEMBERS IN MASSACHUSETTS AND CONNECTICUT. A WHOLLY OWNED SUBSIDIARY OF BAYSTATE HEALTH, HNE OFFERS COMMERCIAL, MEDICAID, AND MEDICARE SUPPLEMENTAL COVERAGE AND HAS BEEN A TRUSTED COMMUNITY HEALTH PARTNER FOR OVER 40 YEARS.BAYSTATE HEALTH IS COMMITTED TO REDUCING HEALTH DISPARITIES IN GREATER SPRINGFIELD AND HAS INVESTED SIGNIFICANT RESOURCES IN ITS THREE COMMUNITY-BASED HEALTH CENTERS LOCATED IN SPRINGFIELD'S LOW-INCOME NEIGHBORHOODS THAT HAVE BOTH HPSA AND MUA/MUP DESIGNATION. THE HEALTH CENTERS ARE PRIMARY CARE FIRST-CONTACT SITES FOR THOUSANDS OF UNDERSERVED, LOW-INCOME PEOPLE. IN FY 2025, HEALTH CENTERS PROVIDED CARE TO 26,251 UNDUPLICATED PATIENTS THROUGH 81,163 ENCOUNTERS. THE BULK OF THESE ENCOUNTERS SERVED OUR MEDICAID PATIENTS (60% OF VISITS), WITH MEDICARE BENEFICIARIES BEING THE SECOND LARGEST GROUP SERVED (29% OF ENCOUNTERS). THROUGH THE VARIOUS SPONSORED PROGRAMS (GRANTS), BMC CAN PROVIDE ENHANCED SERVICES SUCH AS HIV/STI/HEP C SCREENING AND TREATMENT TO HIGH RISK, VULNERABLE POPULATIONS WHO SHARE A DISPROPORTIONATE BURDEN OF CERTAIN DISEASES.THE BAYSTATE MASON SQUARE NEIGHBORHOOD HEALTH CENTER COMMUNITY ADVISORY BOARD (CAB), MADE UP OF PATIENTS, STAFF, AND COMMUNITY MEMBERS, ENSURES COMMUNITY VOICES GUIDE CARE. THE BOARD ADDRESSES HEALTH INEQUITIES, CONNECTS RESIDENTS TO RESOURCES, SUPPORTS INITIATIVES LIKE MEN'S HEALTH AWARENESS DAY, ANNUAL SICKLE CELL DINNER, NATIONAL HEALTH CENTER WEEK, AND PROVIDES GUIDANCE ON USING BAYSTATE HEALTH RESOURCES. SERVING AS A BRIDGE BETWEEN THE HEALTH CENTER AND THE COMMUNITY, THE CAB ALSO SUPPORTS PROGRAMS TARGETING SOCIAL DETERMINANTS OF HEALTH.BEHEALTHY PARTNERSHIP (BHP), BAYSTATE HEALTH'S MEDICAID ACCOUNTABLE CARE ORGANIZATION, SERVES OVER 46,000 MEMBERS ACROSS HAMPDEN, HAMPSHIRE, AND FRANKLIN COUNTIES. IN ITS EIGHTH YEAR, BHP ADVANCED CLINICAL INNOVATION, INTEROPERABILITY, HEALTH EQUITY, AND COMMUNITY LINKAGE PROGRAMS, INCLUDING HEALTH-RELATED SOCIAL NEEDS (HRSN) INITIATIVES, TELEHEALTH EXPANSION, AND INTEGRATED MEDICAL-SOCIAL SUPPORT STRATEGIES.THROUGH ITS INTEGRATED SYSTEM, BAYSTATE HEALTH COMBINES HOSPITAL, PHYSICIAN, HOME CARE, HOSPICE, AND INSURANCE SERVICES TO IMPROVE COMMUNITY HEALTH, ADVANCE EQUITY, AND SUPPORT POPULATION HEALTH STRATEGIES ALIGNED WITH BAYSTATE HEALTH STRATEGY 2030.IN ADDITION TO THE BRIEF DESCRIPTIONS OF THE AFFILIATED ENTITIES ABOVE, THE INFORMATION BELOW SPEAKS ABOUT THE ACTIVITIES OF BAYSTATE HEALTH AND ITS AFFILIATES REGARDING PROMOTION OF COMMUNITY HEALTH.MEDICAL AND HEALTH PROFESSIONS EDUCATIONBAYSTATE HEALTH IS AN ACADEMIC HEALTH SYSTEM THAT HAS BEEN INVOLVED IN MEDICAL EDUCATION FOR MORE THAN A CENTURY. ANNUALLY, OVER 450 MEDICAL STUDENTS, RESIDENTS, AND FELLOWS PARTICIPATE IN EDUCATIONAL TRAINING PROGRAMS ACROSS BAYSTATE HEALTH. OUR INSTITUTION PROVIDES A WIDE RANGE OF ACGME-ACCREDITED RESIDENCY AND FELLOWSHIP PROGRAMS ACROSS VARIOUS SPECIALTIES, FOSTERING CLINICAL EXCELLENCE AND LEADERSHIP IN MEDICAL INNOVATION. ADDITIONALLY, THE INSTITUTION OFFERS OTHER FELLOWSHIP AND HEALTHCARE PROFESSIONS TRAINING PROGRAMS (INCLUDING PHARMACY AND MIDWIFERY) UNDERSCORING ITS COMMITMENT TO LIFELONG LEARNING, ADVANCEMENT IN HEALTHCARE DELIVERY, AND DELIVERING EXCEPTIONAL CARE TO THE PATIENTS AND COMMUNITIES WE SERVE. OVER 1,500 NURSING AND ALLIED HEALTH STUDENTS FROM LOCAL COLLEGES AND UNIVERSITIES COMPLETE CLINICAL TRAINING EACH YEAR AT BAYSTATE HEALTH AS PART OF THEIR ASSOCIATE, BACCALAUREATE, MASTER'S, AND POST-DOCTORAL WORK. THESE EXPERIENCES PROVIDE STUDENTS WITH HANDS-ON EXPERIENCE IN REAL-WORLD CLINICAL SETTINGS, HELPING TO STRENGTHEN THE FUTURE HEALTHCARE WORKFORCE WHILE CONTRIBUTING TO THE DELIVERY OF COMPASSIONATE, HIGH-QUALITY CARE TO THE COMMUNITIES WE SERVE. BAYSTATE HEALTH IS A NATIONALLY ACCREDITED PROVIDER OF CONTINUING EDUCATION FOR THE ENTIRE TEAM OF HEALTH CARE PROFESSIONALS. CONTINUING EDUCATION IS PROVIDED THROUGH REGIONAL CONFERENCES, GRAND ROUNDS, AND INTERNET COURSES.
BAYSTATE GREENFIELD FAMILY MEDICINE RESIDENCY	AT UMASS CHAN MEDICAL SCHOOL - BAYSTATE IS BASED OUT OF THE GREENFIELD FAMILY MEDICINE PRACTICE IN FRANKLIN COUNTY, THE FMR IS THE ONLY FAMILY MEDICINE TRAINING PROGRAM IN WESTERN MASSACHUSETTS AND IS A TEAM OF FAMILY PHYSICIANS WITH A DEFINED MISSION TO PREPARE HEALTH PROFESSIONALS TO CARE FOR THE UNDERSERVED, RURAL POPULATIONS OF THE AREA. AS A NEWER PROGRAM, THE FIRST GRADUATION WAS CELEBRATED IN JUNE OF 2024. THE PROGRAM CURRENTLY HAS 14 FAMILY MEDICINE RESIDENTS. OUR CORE FACULTY WITH DECADES OF EXPERIENCE IN COMMUNITY AND ACADEMIC MEDICINE HAVE CREATED A CURRICULUM TAILORED TOWARDS THE BROAD SCOPE OF OUTPATIENT PRIMARY CARE AND RESIDENT WELL-BEING. BY BUILDING THE PROGRAM FROM THE GROUND UP, THE MOST MODERN AND PROGRESSIVE CONCEPTS OF WHAT FAMILY MEDICINE IS TODAY AND WILL BE IN THE FUTURE HAVE BEEN INTEGRATED.THE BAYSTATE SPRINGFIELD EDUCATIONAL PARTNERSHIP (BSEP) IS BAYSTATE HEALTH'S FLAGSHIP PROGRAM FOR SPRINGFIELD HIGH SCHOOL STUDENTS, PROVIDING MENTORSHIP, CAREER EXPLORATION, AND HANDS-ON HEALTHCARE EXPERIENCE TO DIVERSIFY THE LOCAL WORKFORCE. THROUGH JOB SHADOWING, SUMMER INTERNSHIPS, AND PARTNERSHIPS WITH INSTITUTIONS LIKE SPRINGFIELD TECHNICAL COMMUNITY COLLEGE, BSEP HAS SERVED OVER 4,700 STUDENTS SINCE 2007, AWARDED MORE THAN $915,000 IN SCHOLARSHIPS, AND HELPED OVER 500 ALUMNI SECURE CAREERS AT BAYSTATE HEALTH.BAYSTATE HEALTH CONTINUES TO OFFER A ROBUST NURSE RESIDENCY PROGRAM. THE PROGRAM IS A 10-MONTH LONG PROGRAM FOR REGISTERED NURSES WITH LESS THAN 10 MONTHS EXPERIENCE, OFFERING PRACTICE-BASED EXPERIENCE, IN-DEPTH LEARNING, AND ONGOING PROFESSIONAL DEVELOPMENT. BAYSTATE HEALTH'S NURSE RESIDENCY PROGRAM SUCCESSFULLY ACHIEVED REACCREDITATION IN AUGUST 2025 AS A PRACTICE TRANSITION PROGRAM BY THE AMERICAN NURSES CREDENTIALING CENTER'S (ANCC) COMMISSION ON ACCREDITATION. BAYSTATE HEALTH OFFERS A TUITION ASSISTANCE PROGRAM THAT AFFORDS THE IRS MAX ALLOWABLE BENEFIT OF $5,200 FOR FULL-TIME EMPLOYEES. EMPLOYEES CAN FILE FOR REIMBURSEMENT FOR TUITION OR APPROVED EDUCATIONAL EXPENSES SUCH AS BOOKS AND LAB FEES. FOR FISCAL YEAR 2025, 364 EMPLOYEES ACROSS ALL OCCUPATIONS EXCEPT PHYSICIANS WERE ELIGIBLE TO PARTICIPATE AND RECEIVED $1.5M IN BENEFITS.BAYSTATE HEALTH IN PARTNERSHIP WITH THE MASS HIRE HAMPDEN COUNTY ENROLLED 25 REGISTERED APPRENTICES IN HEALTHCARE OCCUPATIONS SUCH AS CERTIFIED MEDICAL ASSISTANT AND OPERATIONS ASSOCIATE/MONITOR TECHNICIAN. WE ALSO COMPLETED OUR FIRST REGISTERED APPRENTICESHIP FOR MRI TECHNICIANS IN FY2025.BAYSTATE HEALTH HOSPITALS EACH HAVE A PATIENT & FAMILY ADVISORY COUNCIL (PFAC) COMPOSED OF PATIENTS, FAMILY MEMBERS, COMMUNITY MEMBERS, AND STAFF WHO REPRESENT THE COLLECTIVE PATIENT AND FAMILY PERSPECTIVE. THE PFAC'S MISSION IS TO PROMOTE HIGH-QUALITY, SAFE, AND POSITIVE HEALTHCARE EXPERIENCES BY OFFERING INSIGHTS AND RECOMMENDATIONS ON HOSPITAL SERVICES, PROGRAMS, AND PRACTICES. IT FOSTERS UNDERSTANDING OF CARE THROUGH THE PATIENT AND FAMILY LENS, STRENGTHENS PARTNERSHIPS WITH STAFF, COMMUNICATES NEEDS AND FEEDBACK TO HOSPITAL LEADERSHIP, CONTRIBUTES TO PROVIDER EDUCATION, AND SERVES AS A VITAL LINK BETWEEN THE HOSPITALS AND THE COMMUNITY.THE MARK R. TOLOSKY BAYSTATE NEIGHBORS PROGRAM, NAMED IN HONOR OF BAYSTATE HEALTH'S FORMER PRESIDENT AND CEO, SUPPORTS TEAM MEMBERS AND PROMOTES HOMEOWNERSHIP IN COMMUNITIES NEAR OUR HOSPITALS. SINCE 1999, THE PROGRAM HAS INVESTED $2,624,470 THROUGH 363 FORGIVABLE LOANS, HELPING EMPLOYEES AND THEIR FAMILIES PURCHASE HOMES ACROSS BAYSTATE'S SERVICE AREAS, INCLUDING SPRINGFIELD (326), GREENFIELD (14), WARE (15), PALMER (3), AND WESTFIELD (5).THE BAYSTATE MEDICAL CENTER'S MIDWIFERY EDUCATION PROGRAM GRADUATED FIVE STUDENTS IN 2025. FOUR GRADUATES HAVE SUCCESSFULLY PASSED THEIR CERTIFICATION BOARD EXAM AND ARE EMPLOYED AS CERTIFIED NURSE-MIDWIVES IN SPRINGFIELD, MA; ALBANY, NY; NORTHAMPTON, MA; AND PROVIDENCE, RI. THE BAYSTATE MEDICAL CENTER MIDWIFERY EDUCATION PROGRAM CONTINUES TO SUPPORT AREA WORKFORCE, WITH PROGRAM ALUMNI COMPRISING 30% OF CNMS EMPLOYED IN PRACTICES IN SPRINGFIELD AND SURROUNDING AREAS. THERE ARE CURRENTLY 8 STUDENTS ENROLLED FULL-TIME AND THE NEWLY CREATED PART-TIME COURSE OF STUDY. NEW THIS YEAR, BAYSTATE MIDWIFERY STUDENTS MAY CONCURRENTLY ENROLL IN MASTER'S COMPLETION COURSES WITH THE UNIVERSITY OF MASSACHUSETTS AMHERST.IN PARTNERSHIP WITH THE UNIVERSITY OF MASSACHUSETTS CHAN MEDICAL SCHOOL, BAYSTATE HEALTH SERVES AS THE REGIONAL CAMPUS FOR THE POPULATION-BASED URBAN AND RURAL COMMUNITY HEALTH (PURCH) TRACK. THE PURCH TRACK IS A COMMUNITY-ENGAGED MEDICAL EDUCATION CURRICULUM THAT PREPARES MEDICAL STUDENTS TO BECOME THOUGHTFUL, EFFECTIVE LEADERS EQUIPPED WITH THE KNOWLEDGE, SKILLS, AND ATTITUDES TO DELIVER HIGH-QUALITY CARE AND ADVOCATE FOR THE NEEDS OF COMMUNITIES IMPACTED BY COMPLEX HEALTH CHALLENGES. THE PURCH TRACK INTEGRATES COMMUNITY IDENTIFIED PRINCIPLES, IMMERSES STUDENTS IN SURROUNDING COMMUNITIES, AND CULTIVATES A COMMUNITY OF PRACTICE. THROUGH A COMBINATION OF CLASSROOM LEARNING AND HANDS-ON CLINICAL EXPERIENCES ACROSS VARIOUS SETTINGS, STUDENTS ARE GUIDED BY EXPERT FACULTY WITH SPECIALIZED EXPERTISE IN POPULATION HEALTH AND MEDICAL EDUCATION. A UNIQUE FEATURE OF THE PROGRAM IS THE BAYSTATE COMMUNITY FACULTY (BCF), NON-PHYSICIAN VOLUNTEERS WHO PROVIDE REAL-WORLD PERSPECTIVES AND LIVED-EXPERIENCE INSIGHTS, ENRICHING STUDENT LEARNING AND STRENGTHENING CONNECTIONS TO THE COMMUNITIES SERVED.THE UMASS CHAN-BAYSTATE REGIONAL MEDICAL SCHOOL CAMPUS AIMS TO INCREASE ACCESS TO STUDENTS IN MASSACHUSETTS SEEKING AN AFFORDABLE MEDICAL EDUCATION THROUGH ITS PARTNERSHIP WITH UMASS CHAN MEDICAL SCHOOL AND TO RESPOND TO THE HEALTH CARE NEEDS OF THE COMMONWEALTH BY INCREASING THE NUMBER OF MASSACHUSETTS PHYSICIANS TRAINED IN URBAN AND RURAL PRIMARY CARE. AS OF 2025, THE PURCH TRACK HAS GRADUATED 110 STUDENTS. OF THESE GRADUATES, 61% HAVE ENTERED PRIMARY CARE RESIDENCY PROGRAMS, 33% OF OUR GRADUATES PURSUED RESIDENCY OPPORTUNITIES IN MASSACHUSETTS AND 11% HAVE REMAINED AT BAYSTATE HEALTH FOR RESIDENCY TRAINING.FAMILY EDUCATION AND NEWBORN CARE PROGRAMSBAYSTATE HEALTH AND ITS AFFILIATES SUPPORT FAMILIES ACROSS WESTERN MASSACHUSETTS WITH ACCESSIBLE EDUCATIONAL RESOURCES, INCLUDING PRENATAL AND POSTNATAL CHILDBIRTH CLASSES, BREASTFEEDING INSTRUCTION, INFANT SAFETY COURSES, AND A POSTPARTUM ADVICE PHONE LINE. MANY OFFERINGS ARE FREE OR LOW-COST, AND NO FAMILY IS TURNED AWAY DUE TO INABILITY TO PAY. THE BAYSTATE MEDICAL CENTER PARENT EDUCATION TEAM ALSO COLLABORATES WITH COMMUNITY ORGANIZATIONS AND PARTICIPATES IN LOCAL EVENTS TO CONNECT FAMILIES WITH INFORMATION AND RESOURCES THROUGHOUT PREGNANCY, BIRTH, AND EARLY PARENTHOOD.BAYSTATE MEDICAL CENTER'S ROOMING IN PROGRAM ENHANCES CARE FOR NEWBORNS PHYSIOLOGICALLY DEPENDENT ON OPIOIDS AND THEIR MOTHERS. ELIGIBLE BABIES REMAIN WITH THEIR PARENT OR FAMILY IN A PRIVATE ROOM DURING TREATMENT, PROMOTING BONDING AND BREASTFEEDING WHILE REDUCING THE NEED FOR PHARMACOLOGICAL INTERVENTION. PARENTS RECEIVE EDUCATION BEFORE AND AFTER BIRTH, EMPOWERING THEM TO CARE FOR THEIR BABIES AND SUPPORTING SHORTER HOSPITAL STAYS AND IMPROVED OUTCOMES.MOMS DO CARE EMPOWER PROGRAM AT BAYSTATE FRANKLIN MEDICAL CENTER SUPPORTS PREGNANT AND POSTPARTUM WOMEN WITH SUBSTANCE USE DISORDERSINCLUDING OPIOIDS, STIMULANTS, THC, AND ALCOHOLHELPING THEM HAVE HEALTHY BABIES AND PURSUE HEALTHIER FUTURES. FUNDED THROUGH 2028 BY THE STATE OPIOID RESPONSE PROGRAM VIA SAMHSA AND THE MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, THE PROGRAM PROVIDES A MEDICAL AND BEHAVIORAL HEALTH HOME, PEER SUPPORT FROM RECOVERY COACHES, AND DOULA SERVICES. DOULAS WORK ALONGSIDE THE BAYSTATE FRANKLIN MEDICAL CENTER BIRTHPLACE TEAM TO SUPPORT ROOMING IN, BREASTFEEDING, AND THE EAT-SLEEP-CONSOLE APPROACH FOR NEONATES EXPERIENCING NEONATAL ABSTINENCE OR OPIOID WITHDRAWAL SYNDROME.MOMS DO CARE EMPOWER ALSO OFFERS CARE COORDINATION AND SERVICE NAVIGATION THROUGH OBSTETRIC AND MIDWIFERY PROVIDERS AND A LICENSED SOCIAL WORKER. THE PROGRAM CURRENTLY SERVES APPROXIMATELY 30 WOMEN AND FAMILIES ANNUALLY IN FRANKLIN COUNTY, PROVIDING COMPREHENSIVE, EVIDENCE-BASED SUPPORT FROM PREGNANCY THROUGH THREE YEARS POSTPARTUM.
THE BAYSTATE FAMILY ADVOCACY CENTER (BFAC)	OF BAYSTATE HEALTH IS A NATIONALLY ACCREDITED CHILDREN'S ADVOCACY CENTER SERVING CHILDREN AND FAMILIES ACROSS WESTERN MASSACHUSETTS IMPACTED BY ABUSE, VIOLENCE, AND LOSS. IN PARTNERSHIP WITH COMMUNITY ORGANIZATIONS, BFAC PROVIDES CULTURALLY RESPONSIVE, COORDINATED CARE FOLLOWING FORENSIC INTERVIEWS, MEDICAL ASSESSMENTS, OR HOTLINE CALLSOFFERING CASE MANAGEMENT, MEDICAL EVALUATION, AND TRAUMA-INFORMED MENTAL HEALTH SERVICES FOR CHILDREN, YOUTH (AGES 024), AND THEIR FAMILIES. THE CENTER ALSO DELIVERS TRAINING ON TRAUMA, VIOLENCE PREVENTION, AND RESILIENCE TO SCHOOLS AND COMMUNITY PARTNERS. SPECIALIZED PROGRAMS INCLUDE BUILDING RESILIENCY IN YOUNG CHILDREN (BRYC) FOR EARLY CHILDHOOD TRAUMA, HOMICIDE AND SUICIDE BEREAVEMENT SUPPORT, AND THE ONE MISSION PROGRAM FOR YOUTH AFFECTED BY OR AT RISK OF HUMAN TRAFFICKING - ENSURING FAMILIES RECEIVE COMPREHENSIVE SUPPORT, HEALING, AND GUIDANCE AT EVERY STAGE OF RECOVERY.BAYSTATE HEALTH OFFERED FREE PHYSICIAN-LED EDUCATION PROGRAMS INCLUDING VIRTUAL EVENTS FOCUSED ON IMPORTANT HEALTH TOPICS SUCH AS BREAST CANCER AWARENESS, HEART HEALTH, AND STROKE. BAYSTATE HEALTH BEAT, A FREE MONTHLY E-NEWSLETTER WITH OVER 6,000 SUBSCRIBERS, PROVIDES VALUABLE HEALTH ARTICLES, INSPIRING PATIENT STORIES, AND INVITATIONS TO VIRTUAL EVENTS. CONTENT WITH TIPS AND RESOURCES FOR LEARNING MORE WAS ROUTINELY SHARED ACROSS BAYSTATE'S THREE MAIN SOCIAL MEDIA CHANNELS, WITH A COMBINED AUDIENCE OF OVER 65,000 FOLLOWERS. POSTS OFTEN ADDRESSED THEMES RELATED TO HEALTH AWARENESS MONTHS OR SEASONALLY RELEVANT TOPICS, SUCH AS INSECT-BORNE ILLNESSES OR HAND HYGIENE. PHYSICIANS AND OTHER CLINICIANS SERVED AS SUBJECT MATTER EXPERTS IN LOCAL TELEVISION NEWS INTERVIEWS, DISCUSSING TOPICS SUCH AS PACKING HEALTHY SCHOOL LUNCHES, NEW SCREENING GUIDELINES ANNOUNCED BY HEALTH ADVOCACY ORGANIZATIONS, AND DISEASE PREVENTION.SINCE 1994, RAYS OF HOPE (ROH) HAS SUPPORTED INDIVIDUALS FACING BREAST CANCER, WALKING ALONGSIDE THEM THROUGH DIAGNOSIS, TREATMENT, AND SURVIVORSHIP. THROUGH THE BAYSTATE HEALTH BREAST NETWORK, ROH PROVIDES COMPREHENSIVE CARE BY FUNDING STATE-OF-THE-ART EQUIPMENT, SUPPORTING BREAST CANCER RESEARCH AT THE RAYS OF HOPE CENTER FOR BREAST CANCER RESEARCH, AND OFFERING BREAST HEALTH PROGRAMS, OUTREACH, AND EDUCATION ACROSS WESTERN MASSACHUSETTS. ROH ALSO AWARDS GRANTS TO COMMUNITY PARTNERS FOR COMPLEMENTARY THERAPIES AND CANCER SUPPORT PROGRAMS. TO DATE, RAYS OF HOPE HAS RAISED OVER $17.7 MILLION, WITH EVERY DOLLAR STAYING WITHIN WESTERN MASSACHUSETTS TO DIRECTLY BENEFIT THE LOCAL COMMUNITY.IN 2025, BAYSTATE HEALTH PROVIDED OVER 290,000 SPOKEN AND SIGNED LANGUAGE INTERPRETER SESSIONS, IMPROVING PATIENT UNDERSTANDING, ACCESS, AND EQUITY IN CARE. SERVICES INCLUDE IN-PERSON, TELEPHONIC, AND VIDEO INTERPRETATION. ADDITIONALLY, NATIONALLY CERTIFIED TRANSLATORS COMPLETED MORE THAN 9,000 PAGES OF PATIENT MATERIALS AND INSTRUCTIONS, ENSURING THAT PATIENTS RECEIVE CLEAR, ACCURATE INFORMATION IN THEIR PREFERRED LANGUAGE TO SUPPORT INFORMED CARE AND SELF-MANAGEMENT.SEE ALSO ADDITIONAL INFORMATION REGARDING BAYSTATE HEALTH, INC. AND ITS AFFILIATE'S PROMOTION OF COMMUNITY HEALTH ABOVE IN LINE 4.PART VI, LINE 7, LIST OF STATES RECEIVING COMMUNITY BENEFIT REPORT:MA

Schedule H (Form 990) 2024

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Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
BAYSTATE MEDICAL CENTER INC

Employer identification number
04-2790311

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) BAYSTATE HEALTH 759 CHESTNUT STREET SPRINGFIELD,MA01199	04-2105941	501(C)(3)	2,570,339	STRATEGIC INITIATIVES
(2) CHD CANCER HOUSE OF HOPE INC 86 COURT ST WESTFIELD,MA01085	04-3298631	501(C)(3)	30,000	FUNDING EXPENSES OF THE MOST WELL-ATTENDED CHH PROGRAMMING UTILIZED BY WOMEN WITH BREAST CANCER
(3) YMCA OF GREATER SPRINGFIELD 1550 MAIN STREET SPRINGFIELD,MA01115	04-1859893	501(C)(3)	38,670	FUNDING PARTICIPATION FOR BREAST CANCER SURVIVORS IN THE LIVESTRONG PROGRAM. LIVESTRONG AT THE Y IS A 12-WEEK EXERCISE PROGRAM FOR ADULT CANCER SURVIVORS IN ANY STAGE OF THEIR SURVIVORSHIP JOURNEY. THIS PROGRAM HELPS BUILD STRENGTH, ENDURANCE, FLEXIBILITY AND BALANCE TO HELP CANCER SURVIVORS GET STRONGER, FEEL BETTER AND GET BACK TO WHERE THEY WANT TO BE. THE GROUP SETTING PROVIDES CONNECTIONS WITH OTHER CANCER SURVIVORS, WHICH CAN BE EQUALLY IMPORTANT AS THE PHYSICAL COMPONENT.
(4) PARADISE CITY DRAGON BOAT PO BOX 1557 NORTHAMPTON,MA01060	81-2084290	501(C)(3)	17,542	RAYS OF HOPE AWARD VIA OUR COMMUNITY GRANT PROGRAM TO SUPPORT SURVIVORS IN THE COMMUNITY
(5) PIONEER VALLEY RIVERFRONT CLUB PO BOX 3123 SPRINGFIELD,MA01101	26-0251831	501(C)(3)	12,008	RAYS OF HOPE AWARD VIA OUR COMMUNITY GRANT PROGRAM TO SUPPORT SURVIVORS IN THE COMMUNITY
(6) YMCA 451 MAIN STREET GREENFIELD,MA01301	04-2126585	501(C)(3)	10,000	RAYS OF HOPE AWARD VIA OUR COMMUNITY GRANT PROGRAM TO SUPPORT SURVIVORS IN THE COMMUNITY
(7) COMMUNITY ACTION OF PIONEER VALLEY 393 MAIN ST GREENFIELD,MA01301	04-2384972	501(C)(3)	25,000	COMMUNITY BENEFIT GRANT FOR 413CARES CAPACITY BUILDING INTO FRANKLIN COUNTY
(8) COMMUNITY LEGAL AID INC 370 MAIN ST SUITE 200 WORCESTER,MA01608	04-2446242	501(C)(3)	25,000	BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR FAMILY PRESERVATION PROJECT
(9) ECONOMIC DEVELOPMENT COUNCIL 1441 MAIN ST STE 132 SPRINGFIELD,MA01103	04-3237124	501(C)(3)	100,000	COMMUNITY BENEFIT GRANT FOR ANCHOR COLLABORATIVE
(10) FOLLOW MY STEPS FOUNDATION INC 33 HASKIN STREET SPRINGFIELD,MA01109	85-2648252	501(C)(3)	50,000	BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR STEPS TO EMPOWERMENT PROGRAM (YOUTH MENTAL HEALTH AND WELL-BEING INITIATIVE)
(11) HILLTOWN COMMUNITY DEVELOPMENT CORP PO BOX 17 CHESTERFIELD,MA01012	04-2741009	501(C)(3)	15,000	COMMUNITY BENEFITS GRANT
(12) LATINO COUNSELING CENTER 121 STATE ST SPRINGFIELD,MA01103	83-2414372	501(C)(3)	75,000	BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR MINDFUL CONNECTIONS (YOUTH MENTAL HEALTH AND WELL-BEING INITIATIVE)
(13) MARTIN LUTHER KING JR FAMILY SERVICES 106 WILBRAHAM RD SPRINGFIELD,MA01109	04-2647035	501(C)(3)	100,000	BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR BEAT THE ODDS INITIATIVE (YOUTH MENTAL HEALTH AND WELL-BEING INITIATIVE)
(14) NEW NORTH CITIZENS' COUNCIL 2455 MAIN ST SPRINGFIELD,MA01107	23-7371934	501(C)(3)	56,500	COMMUNITY BENEFITS GRANT - NORTH END COMMUNITY CONNECTS
(15) SPRINGFIELD PRIDE PARADE ORGANAZATION PO BOX 30276 SPRINGFIELD,MA01103	87-1620696	501(C)(3)	69,828	BETTER TOGETHER COMMUNITY BENEFITS GRANT FOR SAFE SPACE PROGRAM (YOUTH MENTAL HEALTH AND WELL-BEING INITIATIVE)

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	BAYSTATE MEDICAL CENTER, INC. MAINTAINS A CLOSE RELATIONSHIP WITH ITS GRANTEES, WHICH INCLUDE BAYSTATE HEALTH, INC. (BH). THROUGH THIS CLOSE RELATIONSHIP, MANAGEMENT IS ABLE TO ENSURE THE GRANTED MONEY IS USED FOR THE INTENDED PURPOSES.

Schedule I (Form 990) Rev. 1-2025

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

BAYSTATE MEDICAL CENTER INC

Employer identification number

04-2790311

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Yes

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1PETER D BANKO TRUSTEE/PRESIDENT & CEO - BH	(i) (ii)	0 ------------- 988,761	0 ------------- 514,000	0 ------------- 11,954	0 ------------- 214,052	0 ------------- 18,950	0 ------------- 1,747,717	0 ------------- 0
2MARK A KEROACK MD FORMER TRUSTEE/PRESIDENT & CEO - BH	(i) (ii)	0 ------------- 782,776	0 ------------- 461,744	0 ------------- 310,130	0 ------------- 18,975	0 ------------- 14,075	0 ------------- 1,587,700	0 ------------- 4,350
3RAYMOND MCCARTHY SVP, CFO & TREAS BH (THRU 4/22/25)	(i) (ii)	0 ------------- 719,349	0 ------------- 309,758	0 ------------- 250,470	0 ------------- 29,325	0 ------------- 26,733	0 ------------- 1,335,635	0 ------------- 4,350
4SAMUEL SKURA FORMER PRESIDENT BMC, SVP	(i) (ii)	0 ------------- 733,793	0 ------------- 364,537	0 ------------- 36,604	0 ------------- 43,378	0 ------------- 11,361	0 ------------- 1,189,673	0 ------------- 0
5NICOLAS JABBOUR MD TRUSTEE/CHAIR DEPT. OF SURGERY	(i) (ii)	792,778 ------------- 0	172,092 ------------- 0	90,872 ------------- 0	22,425 ------------- 0	39,319 ------------- 0	1,117,486 ------------- 0	0 ------------- 0
6DOUGLAS SALVADOR MD SVP/CQO BH, CMO BMC (THRU 10/23/24)	(i) (ii)	0 ------------- 440,147	0 ------------- 225,409	0 ------------- 154,075	0 ------------- 20,700	0 ------------- 34,545	0 ------------- 874,876	0 ------------- 4,350
7RONALD P BRYANT PRES AND COO - BMC (AS OF 10/1/24)	(i) (ii)	0 ------------- 502,343	0 ------------- 111,189	0 ------------- 62,259	0 ------------- 25,875	0 ------------- 32,103	0 ------------- 733,769	0 ------------- 4,350
8WAYNE DUKE MD TTEE (THRU 12/31/24)/ASSOCIATE PATHO	(i) (ii)	473,407 ------------- 0	47,251 ------------- 0	40,059 ------------- 0	29,325 ------------- 0	25,248 ------------- 0	615,290 ------------- 0	0 ------------- 0
9PETER LINDENAUER MD CHAIR, HEALTHCARE DELIVERY & POPULAT	(i) (ii)	372,221 ------------- 0	66,617 ------------- 0	31,175 ------------- 0	29,325 ------------- 0	18,837 ------------- 0	518,175 ------------- 0	4,350 ------------- 0
10PETER FRIEDMANN MD ASSOC DEAN CHIEF RES OFFICER (THRU 2/2/25)	(i) (ii)	373,251 ------------- 0	67,123 ------------- 0	35,282 ------------- 0	17,250 ------------- 0	22,558 ------------- 0	515,464 ------------- 0	4,350 ------------- 0
11JOANNE MILLER VP/CHIEF NURSING OFF. (THRU 9/12/25)	(i) (ii)	0 ------------- 404,716	0 ------------- 67,610	0 ------------- 6,135	0 ------------- 22,425	0 ------------- 13,741	0 ------------- 514,627	0 ------------- 0
12LAURIE MARTIN CFO & TREASURER - BH (AS OF 4/22/25)	(i) (ii)	0 ------------- 320,152	0 ------------- 58,696	0 ------------- 8,525	0 ------------- 28,947	0 ------------- 26,285	0 ------------- 442,605	0 ------------- 0
13JASMINE J PAADAM MD CIS PHYSICIAN LEADER	(i) (ii)	324,564 ------------- 0	31,062 ------------- 0	1,809 ------------- 0	19,564 ------------- 0	2,019 ------------- 0	379,018 ------------- 0	0 ------------- 0
14STUART ANFANG MD TTEE (AS OF 1/1/25)/CHIEF ADULT PSYC	(i) (ii)	245,322 ------------- 0	44,517 ------------- 0	32,069 ------------- 0	21,052 ------------- 0	28,850 ------------- 0	371,810 ------------- 0	0 ------------- 0
15AARON J MICHELUCCI INTERIM SENIOR DIR. (THRU 5/16/25)	(i) (ii)	266,969 ------------- 0	47,872 ------------- 0	938 ------------- 0	19,654 ------------- 0	33,757 ------------- 0	369,190 ------------- 0	0 ------------- 0
16ADAM GARRETSON MD CIS PHYSICIAN LEADER	(i) (ii)	259,755 ------------- 0	33,311 ------------- 0	7,108 ------------- 0	16,094 ------------- 0	27,540 ------------- 0	343,808 ------------- 0	0 ------------- 0
17KRISTIN R DELANEY CLERK/DIRECTOR STRATEGY	(i) (ii)	0 ------------- 165,278	0 ------------- 14,257	0 ------------- 1,512	0 ------------- 12,100	0 ------------- 16,886	0 ------------- 210,033	0 ------------- 0
18AKINYELE K LOVELACE DO VICE CHAIR (AS OF 1/1/25)/TTEE/PER D	(i) (ii)	92,520 ------------- 0	0 ------------- 0	0 ------------- 0	1,388 ------------- 0	0 ------------- 0	93,908 ------------- 0	0 ------------- 0
19SARA ROURKE MD TTEE/PER DIEM URGENT CARE PHYSICIAN	(i) (ii)	31,125 ------------- 0	0 ------------- 0	0 ------------- 0	467 ------------- 0	0 ------------- 0	31,592 ------------- 0	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 6	BAYSTATE MAINTAINS A VARIABLE COMPENSATION PROGRAM FOR CERTAIN SENIOR LEADERS THAT INCLUDES A PERFORMANCE-BASED COMPONENT TIED IN PART TO ORGANIZATIONAL MARGIN. THE PROGRAM IS ADMINISTERED UNDER AN ESTABLISHED FORMULA THAT IS APPLIED CONSISTENTLY TO DETERMINE AWARDS. ALTHOUGH THE COMPENSATION ARRANGEMENT IS NOT SET FORTH IN INDIVIDUAL EMPLOYMENT CONTRACTS, THE VARIABLE COMPENSATION IS CONTINGENT UPON ACHIEVEMENT OF SPECIFIED PERFORMANCE OBJECTIVES, INCLUDING MARGIN-RELATED TARGETS, AND IS DETERMINED IN WHOLE OR IN PART BY THE NET EARNINGS OF THE ORGANIZATION.
PART I, LINE 7	BAYSTATE PROVIDES VARIABLE COMPENSATION TO CERTAIN LISTED PERSONS UNDER AN ESTABLISHED COMPENSATION PROGRAM. THE AMOUNT OF VARIABLE COMPENSATION IS DETERMINED USING PRE-ESTABLISHED FORMULAS AND PERFORMANCE CRITERIA APPLIED CONSISTENTLY BY THE ORGANIZATION; HOWEVER, THE COMPENSATION ARRANGEMENTS ARE NOT GENERALLY SET FORTH IN INDIVIDUAL EMPLOYMENT CONTRACTS.
PART I, LINE 3:	THE COMPENSATION 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:	STUART ANFANG, MD - SUPPLEMENTAL RETIREMENT OF $4,222 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2024. SUPPLEMENTAL RETIREMENT OF $4,210 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. PETER D. BANKO - SUPPLEMENTAL RETIREMENT OF $196,802 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. RONALD P. BRYANT - SUPPLEMENTAL RETIREMENT OF $19,514 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $15,164 EARNED AND PAID IN 2024 AND $4,350 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 $5,175 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. WAYNE DUKE, MD - SUPPLEMENTAL RETIREMENT OF $12,832 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2024. SUPPLEMENTAL RETIREMENT OF $5,175 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. PETER FRIEDMANN, MD - SUPPLEMENTAL RETIREMENT OF $8,426 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $4,409 EARNED AND PAID IN 2024 AND $4,350 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. NICHOLAS JABBOUR, MD - SUPPLEMENTAL RETIREMENT OF 49,500 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2024. SUPPLEMENTAL RETIREMENT OF $5,175 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. MARK A. KEROACK, MD - SUPPLEMENTAL RETIREMENT OF $198,902 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $194,552 EARNED AND PAID IN 2024 AND $4,350 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. LAURIE MARTIN - SUPPLEMENTAL RETIREMENT OF 5,108 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. RAYMOND MCCARTHY - SUPPLEMENTAL RETIREMENT OF $194,402 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $190,052 EARNED AND PAID IN 2024 AND $4,350 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 $5,175 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. PETER LINDENAUER, MD - SUPPLEMENTAL RETIREMENT OF $4,295 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2024. SUPPLEMENTAL RETIREMENT OF $5,175 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. JOANNE MILLER SUPPLEMENTAL RETIREMENT OF $5,175 IS INCLUDED IN COLUMN C. THIS AMOUNT WAS EARNED IN 2024. DOUGLAS SALVADOR, MD - SUPPLEMENTAL RETIREMENT OF $105,031 IS INCLUDED IN COLUMN B. THIS AMOUNT CONSISTS OF $105,031 EARNED AND PAID IN 2024 AND $4,350 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. SAMUEL SKURA - SUPPLEMENTAL RETIREMENT OF $26,128 IS INCLUDED IN COLUMN B. THIS AMOUNT WAS EARNED AND PAID IN 2024.

Schedule J (Form 990) (Rev. 1-2025)

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
BAYSTATE MEDICAL CENTER INC

Employer identification number
04-2790311

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	MA HEALTH & EDUC FACIL AUTHORITY	04-2456011	57586EKC4	06-25-2009	198,611,250	MHEFA SERIES IJK - SEE PART VI		X		X		X
B	MA DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	08-31-2021	19,099,659	MDFA SERIES L - SEE PART VI		X		X		X
C	MA DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	08-09-2012	40,137,000	MDFA SERIES M - SEE PART VI		X		X		X
D	MA DEVELOPMENT FINANCE AGENCY	04-3431814	57583UN79	11-06-2014	60,742,119	MDFA SERIES N - SEE PART VI		X		X		X
	MA DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	05-12-2016	20,000,000	MDFA SERIES O - SEE PART VI		X		X		X
	MA DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	09-22-2016	14,062,890	MDFA COGEN LEASE - SEE PART VI		X		X		X
	MA DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	12-21-2017	40,595,000	MDFA LA LEASE - SEE PART VI		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	75,380,000		12,686,334		19,320,000		3,165,000
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	199,122,425		19,099,659		40,137,000		60,786,027
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	1,845,403				229,661		753,513
8 Credit enhancement from proceeds .............	93,479
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	132,183,543		14,076,660				60,032,514
11 Other spent proceeds .............	65,000,000		19,099,659		39,907,339
12 Other unspent proceeds .............
13 Year of substantial completion .............	2012		2021		2004		2016
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X		X		X			X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) (Rev. 1-2025)

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?	X		X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............	X			X	X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?	X				X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0.080 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0.010 %		0 %		0 %
6 Total of lines 4 and 5 .............	0.090 %		0 %		0 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X	X			X		X
b Exception to rebate? ........		X		X	X			X
c No rebate due? .........	X			X		X	X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X		X		X			X

Schedule K (Form 990) (Rev. 1-2025)

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference

Explanation

DATE REBATE COMPUTATION PERFORMED

ISSUER NAME: MA HEALTH & EDUC. FACIL. AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/24/2012 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 02/09/2017 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/11/2019 ISSUER NAME: MA DEVELOPMENT FINANCE AGENCY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/21/2022

BOND ISSUES SUPPLEMENTAL INFORMATION:

A. MHEFA SERIES I, J-1, J-2, K-1, K-2 : PART I, DESCRIPTION OF PURPOSE PER THE OFFICIAL STATEMENT, THE PURPOSE OF THE BOND PROCEEDS IS: (I) TO PAY A PORTION OF THE COSTS ASSOCIATED WITH THE ACQUISITION OF LAND, SITE DEVELOPMENT, CONSTRUCTION OR ALTERATION OF BUILDINGS OR THE ACQUISITION OR INSTALLATION OF FURNISHINGS AND EQUIPMENT, REFINANCING OF, OR ANY COMBINATION OF THE FOREGOING, IN CONNECTION WITH THE CONSTRUCTION, IMPROVEMENT, EQUIPPING, AND OTHER RELATED CAPITAL EXPENDITURES OF A SEVEN-STORY, APPROXIMATELY 599,100 GROSS SQUARE FOOT PRIMARILY INPATIENT BUILDING LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS, INCLUDING DEMOLITION AND SITE WORK, WHICH BUILDING WILL BE CONSTRUCTED BY BAYSTATE TOTAL HOME CARE (BTHC) AND LEASED TO BAYSTATE MEDICAL CENTER BY BTHC; (II) FOR THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND RENOVATIONS TO EXISTING FACILITIES OF THE MEDICAL CENTER AND OTHER ROUTINE CAPITAL EXPENDITURES INCLUDED OR TO BE INCLUDED IN THE MEDICAL CENTER'S CAPITAL BUDGET OVER THE NEXT THREE YEARS FOR USE IN CONNECTION WITH THE MEDICAL CENTER'S HOSPITAL OPERATIONS; (III) FOR THE REFINANCING OF A PORTION OF AN OUTSTANDING COMMERCIAL LOAN IN THE AMOUNT OF $65,000,000 MADE BY BANK OF AMERICA, N.A. ON OCTOBER 20, 2008 TO THE MEDICAL CENTER IN CONNECTION WITH THE DEFEASANCE OF THE AUTHORITY'S REVENUE BONDS, BAYSTATE MEDICAL CENTER ISSUE, SERIES D, ISSUED SEPTEMBER 16, 1993; (IV) FOR THE FINANCING OF COSTS ASSOCIATED WITH THE ISSUANCE OF BONDS AND; (V) FINANCING OF ROUTINE CAPITAL CONSTRUCTION, RENOVATIONS, AND EQUIPPING OF VARIOUS FACILITIES OF BAYSTATE MEDICAL CENTER. B. MDFA REVENUE BONDS, SERIES L (REISSUED): PART I, DESCRIPTION OF PURPOSE - TO REFUND (AS A REISSUANCE) THE SERIES L BONDS ISSUED NOVEMBER 2, 2011. C. MDFA REVENUE BONDS SERIES M: PART I, DESCRIPTION OF PURPOSE - THE PURPOSE OF THE BOND PROCEEDS IS: (I) TO ADVANCE REFUND $39,907,339 PRINCIPAL AMOUNT OF MASSACHUSETTS HEALTH AND EDUCATION FACILITIES AUTHORITY'S REVENUE BONDS, BAYSTATE MEDICAL CENTER (THE INSTITUTION) ISSUE, SERIES F (THE "SERIES F BONDS"), ISSUED JUNE 12, 2002 THE PROCEEDS OF WHICH FINANCED THE CONSTRUCTION OF A NEW CANCER CENTER WITH A PARTIAL THIRD FLOOR MEDICAL RECORD AND SUPPORT AREA; ACQUISITION OF A SURGERY CENTER FACILITY, CERTAIN RENOVATIONS AND EQUIPMENT ACQUISITIONS; AND (II) FINANCE COSTS OF ISSUANCE RELATING TO THE BOND. D. MDFA REVENUE BONDS SERIES N: PART I, DESCRIPTION OF PURPOSE - THE PURPOSE OF THE BOND PROCEEDS IS: (I) CAPITAL EXPENDITURES, INCLUDING CAPITALIZED INTEREST, IN CONNECTION WITH THE FOLLOWING PROJECTS (THE "PROJECT"); A) THE BUILD-OUT OF AND EQUIPPING OF CERTAIN INTERIOR SPACE WITHIN A SEVEN-STORY, APPROXIMATELY 599,100 GROSS SQUARE FOOT PRIMARILY INPATIENT BUILDING OWNED BY BTHC AND LEASED TO BAYSTATE MEDICAL CENTER LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS, SUCH BUILD-OUT TO INCLUDE INPATIENT ROOMS, OPERATING ROOMS, AND INPATIENT PHARMACY, AND B) THE ACQUISITION OF MEDICAL EQUIPMENT, INFORMATION TECHNOLOGY EQUIPMENT, AND OTHER EQUIPMENT AND ASSETS TO BE OWNED OR LEASED AND USED BY THE MEDICAL CENTER AT THE MEDICAL CENTER'S HEALTH CARE FACILITIES LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS, 3300,3350,3400 AND 3601 MAIN STREET, SPRINGFIELD, MASSACHUSETTS AND 50, 80, AND 100 WASON AVENUE, SPRINGFIELD, MASSACHUSETTS, AND (II) COSTS OF ISSUANCE RELATING TO THE BONDS. E. MDFA REVENUE BONDS SERIES O: PART I, DESCRIPTION OF PURPOSE - THE PURPOSE OF THE BOND PROCEEDS IS TO INDIRECTLY FINANCE THE FOLLOWING: (A) THE CONSTRUCTION, IMPROVEMENT, EQUIPPING, AND OTHER RELATED CAPITAL EXPENDITURES OF A SEVEN-STORY, APPROXIMATELY 599,100 GROSS SQUARE FOOT PRIMARILY INPATIENT BUILDING LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS, INCLUDING DEMOLITION AND SITE WORK, WHICH BUILDING WAS CONSTRUCTED BY BTHC AND LEASED TO THE MEDICAL CENTER BY BTHC; AND (B) THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND RENOVATIONS TO EXISTING FACILITIES OF THE MEDICAL CENTER AND OTHER ROUTINE CAPITAL EXPENDITURES INCLUDED OR TO BE INCLUDED IN THE MEDICAL CENTER'S CAPITAL BUDGET OVER A THREE-YEAR PERIOD FOR USE IN CONNECTION WITH THE MEDICAL CENTER'S HOSPITAL OPERATIONS AT THE FOLLOWING FACILITIES OF THE MEDICAL CENTER: SPRINGFIELD BUILDING (INCLUDING ALL WINGS AND ATTACHED BUILDINGS), LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (THE PRINCIPAL USES OF WHICH INCLUDE CARDIAC SERVICES, MEDICAL SERVICES, LAB, AND INPATIENT BEDS); WESSON WOMEN AND INFANTS BUILDING, 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (THE PRINCIPAL USES OF WHICH INCLUDE BIRTHING SERVICES, NEONATAL SERVICES, AND INPATIENT BEDS); DALY BUILDING (FORMERLY THE CENTENNIAL BUILDING), 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (THE PRINCIPAL USES OF WHICH INCLUDE EMERGENCY ROOM, RADIOLOGY, MRI, ULTRASOUND, AMBULATORY AND INPATIENT PHARMACIES, LAB, OPERATING ROOMS, INPATIENT BEDS, ELECTROPHYSIO LABS, ICU, AND PICU); DALY PARKING GARAGE, 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (A PATIENT AND VISITOR PARKING GARAGE); D'AMOUR'S CENTER FOR CANCER CARE, 3350 MAIN STREET, SPRINGFIELD, MASSACHUSETTS (PRIMARILY USED FOR CLINICAL CANCER SERVICES); CHESTNUT BUILDING, 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS (PRIMARILY USED FOR AMBULATORY SURGERY, LIBRARY, AND SIMULATION CENTER); AND WHITNEY AVENUE BUILDING (SPECIFICALLY CAPITAL EXPENDITURES RELATED TO INFORMATION TECHNOLOGY), 361 WHITNEY AVENUE, HOLYOKE, MASSACHUSETTS (USED FOR GENERAL HEALTH SYSTEM PURPOSES). F. MDFA COGEN LEASE A: PART I, DESCRIPTION OF PURPOSE - THE PURPOSE OF THE LEASE IS TO FINANCE THE CONSTRUCTION OF AN APPROXIMATELY 5,000 SQUARE FOOT CO-GENERATIONAL, COMBINED HEAT AND POWER PLANT PROVIDING ELECTRICITY, CHILLED WATER AND STEAM TO THE FACILITIES OF THE INSTITUTION. G. MDFA LA LEASE: PART I, DESCRIPTION OF PURPOSE - THE BOND IS BEING ISSUED FOR THE PURPOSE OF PROVIDING FUNDS TO REFUND ON AN ADVANCE BASIS A PORTION OF THE $63,380,000 AGGREGATE STATED PRINCIPAL AMOUNT OF THE REVENUE BONDS, BAYSTATE MEDICAL CENTER ISSUE, SERIES I ISSUED JUNE 25, 2009 (THE "REFUNDED BONDS"), THE PROCEEDS OF WHICH WERE USED TO PAY A PORTION OF THE CONSTRUCTION COSTS OF A NEW HOSPITAL BUILDING LOCATED AT 759 CHESTNUT STREET, SPRINGFIELD, MASSACHUSETTS. PART I AND PART II: DIFFERENCES BETWEEN THE ISSUE PRICE (PART I) AND TOTAL PROCEEDS (PART II, LINE 3) ARE DUE TO INVESTMENT EARNINGS. PART III, LINES 4 AND 5, COLUMN A (SERIES IJK): AS THE REFUNDED BONDS WERE ISSUED PRIOR TO JANUARY 1, 2003, THIS QUESTION IS BEING ANSWERED SOLELY WITH RESPECT TO THE NEW MONEY PORTION OF THE BONDS. PART III, COLUMN C (SERIES M): AS THESE BONDS REFUNDED DEBT ISSUED PRIOR TO JANUARY 1, 2003, THE ORGANIZATION IS AVAILING ITSELF OF THE PART III REPORTING EXEMPTION AVAILABLE FOR SUCH BONDS. PART IV, LINE 6, COLUMN G (LA LEASE): THIS QUESTION IS BEING ANSWERED WITHOUT REGARD TO A YIELD-RESTRICTED ADVANCE FUNDING ESCROW FINANCED WITH PROCEEDS OF THE BONDS.

Schedule K (Form 990) (Rev. 1-2025)

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
BAYSTATE MEDICAL CENTER INC

Employer identification number
04-2790311

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	MA HEALTH & EDUC FACIL AUTHORITY	04-2456011	57586EKC4	06-25-2009	198,611,250	MHEFA SERIES IJK - SEE PART VI		X		X		X
B	MA DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	08-31-2021	19,099,659	MDFA SERIES L - SEE PART VI		X		X		X
C	MA DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	08-09-2012	40,137,000	MDFA SERIES M - SEE PART VI		X		X		X
D	MA DEVELOPMENT FINANCE AGENCY	04-3431814	57583UN79	11-06-2014	60,742,119	MDFA SERIES N - SEE PART VI		X		X		X
	MA DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	05-12-2016	20,000,000	MDFA SERIES O - SEE PART VI		X		X		X
	MA DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	09-22-2016	14,062,890	MDFA COGEN LEASE - SEE PART VI		X		X		X
	MA DEVELOPMENT FINANCE AGENCY	04-3431814	000000000	12-21-2017	40,595,000	MDFA LA LEASE - SEE PART VI		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	75,380,000		12,686,334		19,320,000		3,165,000
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................	199,122,425		19,099,659		40,137,000		60,786,027
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............	1,845,403				229,661		753,513
8 Credit enhancement from proceeds .............	93,479
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............	132,183,543		14,076,660				60,032,514
11 Other spent proceeds .............	65,000,000		19,099,659		39,907,339
12 Other unspent proceeds .............
13 Year of substantial completion .............	2012		2021		2004		2016
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........	X		X		X			X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) (Rev. 1-2025)

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............	X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?	X		X		X
c Are there any research agreements that may result in private business use of bond-financed property? .............	X			X	X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?	X				X
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0.080 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0.010 %		0 %		0 %
6 Total of lines 4 and 5 .............	0.090 %		0 %		0 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X	X			X		X
b Exception to rebate? ........		X		X	X			X
c No rebate due? .........	X			X		X	X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X		X		X			X

Schedule K (Form 990) (Rev. 1-2025)

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference

Explanation

DATE REBATE COMPUTATION PERFORMED

BOND ISSUES SUPPLEMENTAL INFORMATION:

Schedule K (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

BAYSTATE MEDICAL CENTER INC

Employer identification number

04-2790311

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 1A	THE FILING ORGANIZATION HAS A STANDING EXECUTIVE COMMITTEE, WHICH IS ENTITLED TO ACT BETWEEN MEETINGS OF THE BOARD, ON ALL MATTERS AS TO WHICH THE BOARD IS ENTITLED TO ACT AND PERMITTED BY LAW TO DELEGATE TO A COMMITTEE. THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE THE SAME INDIVIDUALS SERVING ON THE EXECUTIVE COMMITTEE OF BAYSTATE HEALTH, INC.
FORM 990, PART VI, SECTION A, LINE 2	TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES IN THE BAYSTATE GROUP OF AFFILIATED ENTITIES AND IN THE COMMUNITY. THE FOLLOWING TRUSTEES, OFFICERS, OR KEY EMPLOYEES HAVE A BUSINESS RELATIONSHIP: (1) PETER BANKO AND DENISE JORDAN (2) ROBERT BACON AND RONALD BRYANT.
FORM 990, PART VI, SECTION A, LINE 3	BAYSTATE MEDICAL CENTER IS AFFILIATED WITH BAYSTATE ADMINISTRATIVE SERVICES, INC. (BAS) WHICH IS A 501(C)(3) ORGANIZATION. INFORMATION TECHNOLOGY, HUMAN RESOURCES, FINANCE, TREASURY, ACCOUNTING AND OTHER MANAGEMENT AND SUPPORT FUNCTIONS ARE DELEGATED TO BAS.
FORM 990, PART VI, SECTION A, LINE 6	THE FILING ORGANIZATION HAS ONE MEMBER, BAYSTATE HEALTH, INC. (BH).
FORM 990, PART VI, SECTION A, LINE 7A	THE BOARD OF TRUSTEES OF THE FILING ORGANIZATION ARE THE SAME INDIVIDUALS SERVING AS MEMBERS OF THE BOARD OF TRUSTEES OF BAYSTATE HEALTH, INC. (BH) WITH THE ADDITION OF THE PRESIDENT OF THE MEDICAL STAFF OF THE FILING ORGANIZATION. THE BOARD OF TRUSTEES OF BH ARE ELECTED ANNUALLY BY THE BOARD OF TRUSTEES OF BH AT THEIR ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7B	UNDER MASSACHUSETTS LAW, A VOLUNTARY DISSOLUTION OF THE ORGANIZATION IS REQUIRED TO BE APPROVED BY BAYSTATE HEALTH, INC., AS THE SOLE MEMBER OF THE FILING ORGANIZATION. AS THE SOLE MEMBER, BAYSTATE HEALTH ALSO HAS THE AUTHORITY TO AMEND THE BYLAWS OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 8B: THE TRUSTEES OF BAYSTATE MEDICAL CENTER MEET DURING CERTAIN SCHEDULED BAYSTATE HEALTH, INC. (BH) BOARD MEETINGS. THE BH BOARD OF TRUSTEES AND ITS COMMITTEES, INCLUDING THE AUDIT AND COMPLIANCE COMMITTEE, CONTEMPORANEOUSLY DOCUMENT MEETINGS AND ACTIONS RELATIVE TO BAYSTATE MEDICAL CENTER AS WELL AS THE ANNUAL ACCEPTANCE OF THE AUDITED FINANCIAL STATEMENTS.
FORM 990, PART VI, SECTION B, LINE 11B	PRIOR TO FILING THE FORM 990, APPROPRIATE SECTIONS WERE REVIEWED BY THE TAX, FINANCE, AND HUMAN RESOURCES AREAS OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS) AND BY OUTSIDE LEGAL COUNSEL. THE FORM 990 WAS ALSO REVIEWED BY TAX EXPERTS FROM AN INDEPENDENT ACCOUNTING FIRM AND SIGNED-OFF AS A PAID PREPARER. THE PROCESS, KEY AREAS AND ANY NEW CHANGES WERE REVIEWED PRIOR TO FILING WITH THE BAYSTATE HEALTH AUDIT AND COMPLIANCE COMMITTEE (ACC), WHICH IS COMPOSED OF TRUSTEES OF THE FILING ORGANIZATION. THE ACC MEMBERS HAD AN OPPORTUNITY TO ASK QUESTIONS REGARDING THE TAX COMPLIANCE PROCESS AND THE TAX FILINGS IN GENERAL. THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	BAYSTATE MEDICAL CENTER IS AN AFFILIATE OF BAYSTATE HEALTH, INC. (BH). BH AND ITS AFFILIATED ENTITIES HAVE A COMPREHENSIVE CONFLICT OF INTEREST POLICY APPLICABLE TO ALL OF THE AFFILIATED ENTITIES. ALL DIRECTORS, TRUSTEES, OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OF BH AND ITS AFFILIATES ARE ASKED TO COMPLETE AN ANNUAL "CONFLICT OF INTEREST" FORM. WE UTILIZE AN ELECTRONIC DATABASE TO RECEIVE AND MANAGE ALL CONFLICT OF INTEREST SUBMISSIONS. THIS INFORMATION IS REVIEWED BY THE CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHAIR OF THE BOARD OF TRUSTEES, CHIEF GENERAL COUNSEL AND THE CHAIR OF THE AUDIT & COMPLIANCE COMMITTEE.. A SUMMARY OF THE CONFLICT OF INTEREST DISCLOSURES IS PROVIDED TO THE BAYSTATE HEALTH BOARD OF TRUSTEES AND THE TAX DEPARTMENT. POTENTIAL CONFLICT OF INTEREST TRANSACTIONS ARE REVIEWED AS APPROPRIATE UNDER THE POLICY, WHICH PROVIDES FOR RECUSAL FROM DISCUSSION AND DELIBERATION BY ANY PARTY WITH A POTENTIAL CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15	THE COMPENSATION OF THE PRESIDENT IS PAID BY BAYSTATE ADMINISTRATIVE SERVICES, INC., AN AFFILIATE AND RELATED ORGANIZATION OF THE FILING ORGANIZATION. THE COMPENSATION IS REVIEWED AND DETERMINED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS), WHICH HAS BEEN APPOINTED THROUGH BOARD RESOLUTION AS THE COMPENSATION 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 COMPENSATION COMMITTEE OF BAYSTATE HEALTH, INC. THE COMPENSATION COMMITTEE DOCUMENTS ITS DELIBERATIONS AND COMPENSATION DECISIONS CONTEMPORANEOUSLY AT THE TIME SUCH DECISIONS ARE MADE. THE COMPENSATION OF THE CFO AND TREASURER IS PAID BY BAYSTATE ADMINISTRATIVE SERVICES, INC., AN AFFILIATE AND RELATED ORGANIZATION OF THE FILING ORGANIZATION. THE COMPENSATION IS REVIEWED AND DETERMINED ANNUALLY BY THE HUMAN RESOURCES COMMITTEE OF BAYSTATE HEALTH, INC. (THE PARENT ORGANIZATION OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS). THIS COMMITTEE CONSISTS ENTIRELY OF INDIVIDUALS SERVING ON THE BOARD OF BAYSTATE HEALTH, INC. THE INDIVIDUALS RESPONSIBLE FOR DELIBERATING THE COMPENSATION ARRANGEMENT FOR THE CFO AND TREASURER AND OF OTHER OFFICERS 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 CFO AND TREASURER 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 COMPENSATION COMMITTEE OF BAYSTATE HEALTH, INC. THE COMPENSATION COMMITTEE DOCUMENTS ITS DELIBERATIONS AND COMPENSATION DECISIONS CONTEMPORANEOUSLY AT THE TIME SUCH DECISIONS ARE MADE. THE COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES OF THE FILING ORGANIZATION IS DETERMINED IN ACCORDANCE WITH THE EXECUTIVE COMPENSATION PHILOSOPHY STATEMENT, IN CONSULTATION WITH HUMAN RESOURCES, BASED ON THE BAYSTATE HEALTH BOARD APPROVED BUDGET AND WAGE PROGRAM FOR EACH FISCAL YEAR. THE HUMAN RESOURCES COMMITTEE REVIEWED, DETERMINED, AND APPROVED COMPENSATION FOR THE EXECUTIVES ON NOVEMBER 25, 2024.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT WWW.BAYSTATEHEALTH.ORG. ARTICLES OF ORGANIZATION AND BYLAWS ARE GENERALLY AVAILABLE AT THE COMMONWEALTH OF MASSACHUSETTS WEBSITE.
FORM 990, PART VI, SECTION B, LINE 16B:	BAYSTATE HEALTH, INC. HAS A JOINT VENTURE POLICY THAT COVERS AFFILIATED TAX-EXEMPT ENTITIES INCLUDING BAYSTATE MEDICAL CENTER.
FORM 990, PART VII, SECTION A, LINE 5:	CERTAIN OFFICERS OR TRUSTEES OF THE FILING ORGANIZATION ARE PAID BY BAYSTATE MEDICAL PRACTICES, INC. (BMP), EIN 04-2888373, WHICH IS PART OF THE HEALTH CARE SYSTEM TO WHICH THE FILING ORGANIZATION BELONGS BUT DOES NOT MEET THE TECHNICAL REQUIREMENTS AS A "RELATED ORGANIZATION" PER SCHEDULE R. COMPENSATION FROM BMP TO THE OFFICERS AND TRUSTEES OF THE FILING ORGANIZATION IS THEREFORE REPORTED IN LINE 5 AS PAID BY AN UNRELATED ORGANIZATION AND, ACCORDING TO THE INSTRUCTIONS, IS REPORTED AS THOUGH PAID BY THE FILING ORGANIZATION.
FORM 990, PART IX, LINE 11G	OTHER-FEES, BMP SUPPORT: PROGRAM SERVICE EXPENSES 110,446,286. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,446,286. OTHER-FEES, LABORATORY & CLINICAL: PROGRAM SERVICE EXPENSES 7,568,128. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,568,128. OTHER-FEES, PHYSICIANS: PROGRAM SERVICE EXPENSES 27,587,985. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,587,985. OTHER-FEES, PURCHASED SVC: PROGRAM SERVICE EXPENSES 12,751,088. MANAGEMENT AND GENERAL EXPENSES 12,527,117. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,278,205. OTHER-FEES, SUPPLEMENTARY SVC: PROGRAM SERVICE EXPENSES 6,801,845. MANAGEMENT AND GENERAL EXPENSES 2,184,905. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,986,750. OTHER-FEES, SUPPLEMENTARY SVC LINEN SVCS: PROGRAM SERVICE EXPENSES 4,573,038. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,573,038. OTHER-FEES, SUPPLEMENTARY SVC CONTRACT PHARMACY: PROGRAM SERVICE EXPENSES 1,980,031. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,980,031. OTHER-FEES, EQUIP CONTRACTS/MAINT & REPAIRS: PROGRAM SERVICE EXPENSES 4,706,958. MANAGEMENT AND GENERAL EXPENSES 274,861. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,981,819. OTHER-FEES, OUTSOURCING FEES: PROGRAM SERVICE EXPENSES 1,290,408. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,290,408. OTHER-FEES, VEHICLE REPAIRS: PROGRAM SERVICE EXPENSES 168,118. MANAGEMENT AND GENERAL EXPENSES 375,269. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 543,387. OTHER-FEES, TEMPORARY HELP: PROGRAM SERVICE EXPENSES 12,200,591. MANAGEMENT AND GENERAL EXPENSES 267,936. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,468,527. OTHER-FEES, TEMPORARY EMERGENCY SVCS: PROGRAM SERVICE EXPENSES 566,527. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 566,527. OTHER-FEES, TEMPORARY HELP ICU MED, SURG: PROGRAM SERVICE EXPENSES 428,151. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 428,151. OTHER-FEES, TEMPORARY HELP H&V-M3 CARE: PROGRAM SERVICE EXPENSES 351,652. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 351,652. OTHER-FEES, TEMPORARY HELP RESPIRATORY: PROGRAM SERVICE EXPENSES 1,201,811. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,201,811. OTHER-FEES, TEMPORARY HELP SOUTH 5: PROGRAM SERVICE EXPENSES 90,508. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,508. OTHER-FEES, TEMPORARY HELP DALY 6B MED: PROGRAM SERVICE EXPENSES 920,833. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 920,833. OTHER-FEES, TEMPORARY HELP D6A BASELINE: PROGRAM SERVICE EXPENSES 768,577. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 768,577. OTHER-FEES, TEMPORARY HELP H&V-M5 INTERMEDIATE: PROGRAM SERVICE EXPENSES 225,401. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 225,401. OTHER-FEES, TEMPORARY HELP WESSON 4: PROGRAM SERVICE EXPENSES 160,925. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,925. OTHER-FEES, TEMPORARY HELP DALY 5A NEURO: PROGRAM SERVICE EXPENSES 1,580,927. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,580,927. OTHER-FEES, TEMPORARY HELP SHORT STAY: PROGRAM SERVICE EXPENSES 484,328. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 484,328. OTHER-FEES, TEMPORARY HELP SPRINGFIELD: PROGRAM SERVICE EXPENSES 429,949. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 429,949. OTHER-FEES, CONSULTING: PROGRAM SERVICE EXPENSES 3,236,986. MANAGEMENT AND GENERAL EXPENSES 3,541,472. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,778,458. OTHER-FEES, CONTRACTED SVC: PROGRAM SERVICE EXPENSES 7,668,534. MANAGEMENT AND GENERAL EXPENSES 62,344. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,730,878. OTHER FEES, CONTRACT DRUG DISPENSING: PROGRAM SERVICE EXPENSES 2,874,090. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,874,090. OTHER-FEES, SUBCONTRACTOR: PROGRAM SERVICE EXPENSES 2,068,580. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,068,580. OTHER FEES, ACCREDITATION/LICENSING: PROGRAM SERVICE EXPENSES 1,299,543. MANAGEMENT AND GENERAL EXPENSES 913,107. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,212,650. OTHER FEES, COURIER: PROGRAM SERVICE EXPENSES 3,507. MANAGEMENT AND GENERAL EXPENSES 6,013. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,520. OTHER-FEES, TRANSCRIPTION: PROGRAM SERVICE EXPENSES 876,895.
FORM 990, PART XI, LINE 9:	TRANSFER OF FUNDS TO AFFILIATED COMPANIES -75,000,000. TRANSFERS FOR THE COST OF LAND, BUILDING AND EQUIPMENT 155,283. NET ASSETS RELEASED FROM RESTRICTIONS FROM AFFILIATES 23,367.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE MISSION OF THE ORGANIZATION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN OUR COMMUNITIES EVERY DAY, WITH QUALITY AND COMPASSION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	21
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	16
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	11,531
6	Total number of volunteers (estimate if necessary) .............	6	375
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	21,003,275
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	18,957,706	21,336,497
9	Program service revenue (Part VIII, line 2g) .........	1,686,330,216	1,774,812,229
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	16,948,656	11,613,857
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	92,830,445	92,968,437
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,815,067,023	1,900,731,020
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	8,887,935	3,194,887
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	729,667,769	716,873,622
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,032,991,075	1,065,059,435
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,771,546,779	1,785,127,944
19	Revenue less expenses. Subtract line 18 from line 12.......	43,520,244	115,603,076
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,668,673,390	1,721,212,345
21	Total liabilities (Part X, line 26).............	728,412,406	700,315,211
22	Net assets or fund balances. Subtract line 21 from line 20.....	940,260,984	1,020,897,134

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 868,241,989 including grants of $ 3,194,887 ) (Revenue $ 838,520,633 )
	INPATIENT HEALTHCARE SERVICES - PROVIDING INPATIENT COMMUNITY-BASED MEDICINE AND TERTIARY CARE TO THE SURROUNDING REGION. SERVICES ARE AVAILABLE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. DURING FY25, BAYSTATE MEDICAL CENTER, INC. PROVIDED 243,416 PATIENT DAYS OF INPATIENT SERVICES, WITH 45,161 DISCHARGES.

4b	(Code: ) (Expenses $ 558,756,330 including grants of $ ) (Revenue $ 563,417,120 )
	OUTPATIENT HEALTHCARE SERVICES - PROVIDING OUTPATIENT CLINICAL SERVICES TO THE SURROUNDING REGION. SERVICES ARE AVAILABLE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. DURING FY25, BAYSTATE MEDICAL CENTER, INC. HAD 343,639 OUTPATIENT VISITS.

4c	(Code: ) (Expenses $ 67,502,360 including grants of $ ) (Revenue $ 57,050,691 )
	EMERGENCY DEPARTMENT SERVICES - PROVIDING EMERGENCY DEPARTMENT SERVICES TO THE SURROUNDING REGION. SERVICES ARE AVAILABLE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. DURING FY25, BAYSTATE MEDICAL CENTER, INC. HAD 116,938 EMERGENCY DEPARTMENT VISITS.

	(Code: ) (Expenses $ 168,270,001 including grants of $ ) (Revenue $ 380,872,195 )
	PROVIDING PHARMACY AND SUPPORT SERVICES TO THE SURROUNDING REGION. SERVICES AVAILABLE TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 168,270,001 including grants of $ ) (Revenue $ 380,872,195 )
4e	Total program service expenses1,662,770,680

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	3,981,069	8,088,717	999,440

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	4,192,113
e	Government grants (contributions)		1e	15,628,280

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,516,104

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		21,336,497

		Business Code
2a	INPATIENT REVENUE	621990	1,034,179,409	1,034,179,409
b	OUTPATIENT REVENUE	621990	699,044,648	699,044,648
c	MCD WAIVER SAFETY NET	621990	16,589,287	16,589,287
d	SPONSORED PROGRAM REV.	621990	12,838,251	12,838,251
e	INTERCOMPANY REVENUE	621990	6,217,426	6,217,426
f	All other program service revenue.		5,943,208	5,943,208
g	Total. Add lines 2a–2f .....		1,774,812,229

3 Investment income (including dividends, interest, and othersimilar amounts) ......			15,908,678			15,908,678
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	123,419
b	Less: rental expenses	6b	126,251
c	Rental income or (loss)	6c	-2,832
d	Net rental income or (loss).......			-2,832			-2,832
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	125,035,000	12,179,447
b	Less: cost or other basis and sales expenses	7b	129,390,089	12,119,179
c	Gain or (loss)	7c	-4,355,089	60,268
d	Net gain or (loss).........			-4,294,821			-4,294,821
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	PHARMACY SERVICE		621990	49,519,844	28,536,613	20,983,231
b	INTERCOMPANY CHARGES		621990	21,775,872	21,775,872
c	CAFETERIA INCOME		621990	6,919,454			6,919,454
d	All other revenue ....			14,756,099	14,735,925	20,044	130
e	Total. Add lines 11a–11d ......			92,971,269
12	Total revenue. See instructions.....			1,900,731,020	1,839,860,639	21,003,275	18,530,609

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	3,194,887	3,194,887
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	571,272,388	522,821,207	48,451,181
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	26,278,109	24,049,271	2,228,838
9	Other employee benefits .......	77,528,135	70,952,017	6,576,118
10	Payroll taxes ...........	41,794,990	38,250,189	3,544,801
11	Fees for services (non-employees):
a	Management ......	82,091,724	80,097,933	1,993,791
b	Legal .........	120,387		120,387
c	Accounting ...........	647,236		647,236
d	Lobbying ...........	78,632		78,632
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	236,249,233	215,312,200	20,937,033
12	Advertising and promotion ....	48,502	47,655	847
13	Office expenses .......	35,127,519	25,652,503	9,475,016
14	Information technology ......	102,601,479	101,613,879	987,600
15	Royalties ..
16	Occupancy ...........	24,357,087	15,859,517	8,497,570
17	Travel ............	366,525	338,394	28,131
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	912,742	822,565	90,177
20	Interest ...........	15,679,671	15,679,671
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	65,084,893	47,657,878	17,427,015
23	Insurance ...	7,252,287	5,979,396	1,272,891
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MEDICAL SUPPLIES	494,441,518	494,441,518
b
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	1,785,127,944	1,662,770,680	122,357,264	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			106,209,407	2	128,505,418
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			312,628,943	4	349,252,305
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			38,584,007	8	34,353,458
9	Prepaid expenses and deferred charges ......			5,992,282	9	11,048,675
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,801,351,334
b	Less: accumulated depreciation	10b	1,168,308,407	679,578,563	10c	633,042,927
11	Investments—publicly traded securities .			318,247,324	11	365,856,020
12	Investments—other securities. See Part IV, line 11 .....			148,638,564	12	144,793,286
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............			1,550,827	14	1,550,816
15	Other assets. See Part IV, line 11 ...........			57,243,473	15	52,809,440
16	Total assets. Add lines 1 through 15 (must equal line 33)...			1,668,673,390	16	1,721,212,345

17	Accounts payable and accrued expenses .....	180,135,786	17	177,289,652
18	Grants payable ...		18
19	Deferred revenue .........	4,551,620	19	3,253,377
20	Tax-exempt bond liabilities .........	467,716,905	20	455,623,292
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..	58,636,361	23	48,127,553
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	17,371,734	25	16,021,337
26	Total liabilities. Add lines 17 through 25..	728,412,406	26	700,315,211

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	921,746,939	27	1,000,754,936
28	Net assets with donor restrictions ...........	18,514,045	28	20,142,198
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	940,260,984	32	1,020,897,134
33	Total liabilities and net assets/fund balances ........	1,668,673,390	33	1,721,212,345

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) PIONEER VALLEY INFORMATION EXCHANGE 101 WASON AVENUE SUITE 200 SPRINGFIELD,MA01107 04-2790311	OPERATION OF A HEALTH INFORMATION EXCHANGE AND RELATED ACTIVITIES	MA	0	0	BAYSTATE MEDICAL CENTER INC

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)BAYSTATE ADMINISTRATIVE SERVICES INC 759 CHESTNUT STREET SPRINGFIELD,MA01199 22-2747685	ADMINISTRATIVE SERVICES	MA	501(C)(3)	12C, III-FI	BAYSTATE HEALTH INC	Yes
(2)BAYSTATE FRANKLIN MEDICAL CENTER 164 HIGH STREET GREENFIELD,MA01301 04-2103575	HOSPITAL	MA	501(C)(3)	3	BAYSTATE HEALTH INC	Yes
(3)BAYSTATE HEALTH FOUNDATION INC 759 CHESTNUT STREET SPRINGFIELD,MA01199 04-3549011	FUNDRAISING	MA	501(C)(3)	7	BAYSTATE HEALTH INC	Yes
(4)BAYSTATE HEALTH INC 759 CHESTNUT STREET SPRINGFIELD,MA01199 04-2105941	HEALTHCARE SYSTEM PARENT	MA	501(C)(3)	7	N/A		No
(5)BAYSTATE NOBLE HOSPITAL CORPORATION 115 WEST SILVER STREET WESTFIELD,MA010861634 22-2537423	HOSPITAL	MA	501(C)(3)	3	BAYSTATE HEALTH INC	Yes
(6)BAYSTATE TOTAL HOME CARE INC 280 CHESTNUT STREET SPRINGFIELD,MA01104 20-3260764	REAL ESTATE AND OTHER	MA	501(C)(3)	12B, II	BAYSTATE MEDICAL CENTER INC	Yes
(7)BAYSTATE WING HOSPITAL CORPORATION 40 WRIGHT STREET PALMER,MA01069 22-2519813	HOSPITAL	MA	501(C)(3)	3	BAYSTATE HEALTH INC	Yes
(8)HEALTH NEW ENGLAND INC MONARCH PLACE SUITE 1500 SPRINGFIELD,MA011441500 04-2864973	HMO/INSURANCE	MA	501(C)(4)		BAYSTATE HEALTH INC	Yes
(9)HNE OF CONNECTICUT INC MONARCH PLACE SUITE 1500 SPRINGFIELD,MA011441500 46-5190134	HMO/INSURANCE	CT	501(C)(4)		HEALTH NEW ENGLAND INC	Yes
(10)VISITING NURSE ASSN AND HOSPICE OF WESTERN NEW ENGLAND INC 30 CAPITAL DRIVE SUITE A WEST SPRINGFIELD,MA01089 04-2105803	HOMEHEALTH AND HOSPICE CARE	MA	501(C)(3)	10	BAYSTATE HEALTH INC	Yes

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) BAYSTATE HEALTH URGENT CARE LLC 700 CONGRESS STREET SUITE 204 QUINCY,MA02169 38-4059312	URGENT HEALTHCARE FACILITY	MA	N/A				No			No
(2) AMSURG BMC LLC 1A BURTON HILLS BOULEVARD NASHVILLE,TN372156187 84-3258572	MEDICAL SERVICES	TN	BAYSTATE MEDICAL CENTER INC	-348,037	3,876,836		No			No	51.000 %
(3) BAYSTATE NEW ENGLAND ORTHOPEDIC SURGEONS ALLIANCE LLC 9131 ANSON WAY SUITE 304 RALEIGH,NC01199 88-1824108	MEDICAL SERVICES	MA	BAYSTATE MEDICAL CENTER INC	499,388	630,920		No			No	60.000 %

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) HEALTH NEW ENGLAND INC	Q	223,345,075	FMV
(2) BAYSTATE ADMINISTRATIVE SERVICES INC	J	1,049,182	FMV
(3) BAYSTATE ADMINISTRATIVE SERVICES INC	L	370,694	FMV
(4) BAYSTATE ADMINISTRATIVE SERVICES INC	M	153,580,214	FMV
(5) BAYSTATE FRANKLIN MEDICAL CENTER	L	5,505,205	FMV
(6) BAYSTATE HEALTH FOUNDATION INC	C	4,192,113	FMV
(7) BAYSTATE HEALTH FOUNDATION INC	L	799,874	FMV
(8) BAYSTATE HEALTH FOUNDATION INC	S	632,269	FMV
(9) BAYSTATE NOBLE HOSPITAL CORPORATION	K	70,444	FMV
(10) BAYSTATE NOBLE HOSPITAL CORPORATION	L	2,629,037	FMV
(11) BAYSTATE NOBLE HOSPITAL CORPORATION	M	141,685	FMV
(12) BAYSTATE WING HOSPITAL CORPORATION	L	3,467,091	FMV
(13) BAYSTATE WING HOSPITAL CORPORATION	M	63,222	FMV
(14) INGRAHAM CORPORATION	J	131,245	FMV
(15) VISITING NURSE ASSN AND HOSPICE OF WESTERN NEW ENGLAND INC	L	158,782	FMV

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership