BAYSTATE HEALTH FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

BAYSTATE HEALTH FOUNDATION INC

EIN 04-3549011 · Single Organization Support (E11)

What they do

THE MISSION of BAYSTATE HEALTH FOUNDATION is to INSPIRE A "CULTURE of PHILANTHROPY and ENCOURAGE PHILANTHROPIC RELATIONSHIPS THAT WILL SUPPORT THE MISSION and VISION of BAYSTATE HEALTH WHICH is to IMPROVE THE HEALTH of THE PEOPLE IN OUR COMMUNITIES EVERY DAY, WITH QUALITY and COMPASSION.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $72.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

61.55%of revenue went to mission work72.7% of expenses · Program services

20.43%of revenue went to fundraising24.1% of expenses

$98.70spent for every $100 of revenueRevenue covered expenses this year.

2.73%of revenue went to management and office costs3.2% of expenses

$16.80in assets for every $1 spent this yearSome assets cannot be spent right away.

58.6%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $186,721 for SAMUEL SKURA (TRUSTEE/PRES BMC SVP). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$13,729,601

Mission workProgram services$8,450,27861.55% of revenue72.7% of expenses

ManagementOffice and general costs$374,3672.73% of revenue3.2% of expenses

FundraisingAsking for donations$2,805,53620.43% of revenue24.1% of expenses

Revenue left after expensesReported annual surplus$2,099,42015.29% of revenueShown in gray on the chart

Total expenses$11,630,18184.71% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 72.7% mission · 3.2% management · 24.1% fundraisingTotal expenses: 84.71% of revenue

2022Expense mix: 62.6% mission · 4.1% management · 33.4% fundraisingTotal expenses: 44.14% of revenue

2021Expense mix: 68.0% mission · 1.8% management · 30.2% fundraisingTotal expenses: 29.09% of revenue

2020Expense mix: 57.2% mission · 2.7% management · 40.1% fundraisingTotal expenses: 73.03% of revenue

2019Expense mix: 62.5% mission · 1.9% management · 35.5% fundraisingTotal expenses: 70.62% of revenue

2018Expense mix: 64.2% mission · 1.7% management · 34.1% fundraisingTotal expenses: 106.16% of revenue

2017Expense mix: 69.7% mission · 1.3% management · 29.0% fundraisingTotal expenses: 80.25% of revenue

2016Expense mix: 61.6% mission · 1.6% management · 36.7% fundraisingTotal expenses: 77.47% of revenue

Money in and money out

Revenue$11,782,962

Expenses$11,630,181

Annual surplus $152,781 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$8,450,278 · 72.7% of expenses

Management and office costs$374,367 · 3.2% of expenses

Fundraising$2,805,536 · 24.1% of expenses

See all reported dollar amounts

Revenue$11,782,962

Expenses$11,630,181

Assets$195,383,128

Income$16,414,377

Contributions$6,908,707

Mission work (program services)$8,450,278

Fundraising$2,805,536

Grants given$44,132,357

Average grant$900,660

Management and general$374,367

Executive compensation (total)$1,031,334

Stocks and bonds$71,295,618

Accounting fees$37,523

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SAMUEL SKURATRUSTEE/PRES BMC SVP · 1 hrs/week $186,721Base · Other $186,721

KATHLEEN L TOBIN MARTINDIRECTOR ANNUAL FUND & EVENTS · 50 hrs/week $166,849Base $148,423 · Other $18,426

KYLIE H JOHNSONPLANNED GIVING DIRECTOR · 50 hrs/week $159,330Base $123,335 · Other $35,995

TERESA GROVEPHILANTHROPY OFFICER · 50 hrs/week $124,204Base $100,294 · Other $23,910

ANDREW ARTENSTEIN MDTRUSTEE/PRES-BMP/CPE, CAO · 1 hrs/week $44,386Base · Other $44,386

MARK A KEROACK MDTRUSTEE (THRU 6/3/24)/PRESIDENT & CEO - BH · 1 hrs/week $44,265Base · Other $44,265

KRISTIN R DELANEYCLERK/DIR CORP GOVERNANCE · 1 hrs/week $40,432Base · Other $40,432

RAYMOND MCCARTHYTRUSTEE/SVP, CFO & TREASURER BH · 1 hrs/week $29,919Base · Other $29,919

SCOTT BERGTRUSTEE/VP PHILANTHROPY · 50 hrs/week $20,676Base · Other $20,676

NANCY REMILLARDASST. CLERK OF THE CORP · 1 hrs/week $13,612Base · Other $13,612

MARION MCGOWANFORMER DIRECTOR/EVP, COO-BH $380Base · Other $380

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

SAMUEL SKURATRUSTEE/PRES BMC SVP

KATHLEEN L TOBIN MARTINDIRECTOR ANNUAL FUND & EVENTS

KYLIE H JOHNSONPLANNED GIVING DIRECTOR

TERESA GROVEPHILANTHROPY OFFICER

ANDREW ARTENSTEIN MDTRUSTEE/PRES-BMP/CPE, CAO

MARK A KEROACK MDTRUSTEE (THRU 6/3/24)/PRESIDENT & CEO - BH

KRISTIN R DELANEYCLERK/DIR CORP GOVERNANCE

RAYMOND MCCARTHYTRUSTEE/SVP, CFO & TREASURER BH

SCOTT BERGTRUSTEE/VP PHILANTHROPY

NANCY REMILLARDASST. CLERK OF THE CORP

MARION MCGOWANFORMER DIRECTOR/EVP, COO-BH

VINCENT J CARDILLOTRUSTEE

STEVEN M DANETRUSTEE (THRU 12/31/23)

SAMUEL HANMERTRUSTEE

PETER D BANKOTRUSTEE (AS OF 6/4/24)/PRESIDENT & CEO - BH

MICHELLE DWYERTRUSTEE

MICHELE MEGAS-DITOMASSITRUSTEE

MAUREEN JAMESVICE CHAIR (AS OF 1/1/24)/TRUSTEE

MARK W TEEDCHAIR/TRUSTEE

MADELINE LANDRAUTRUSTEE

JOHN F MAYBURYTRUSTEE

JEFFREY A AMANTITRUSTEE

JAMES P SADOWSKYTRUSTEE (THRU 12/31/23)

JACQUELINE RODRIQUEZTRUSTEE

DENA M HALLTRUSTEE (AS OF 1/1/24)

CHRISTOPHER ORSZULAKTRUSTEE

ARAM VARTANIANTRUSTEE

About this charity

Recognized since: January 2001
Location: 759 CHESTNUT ST, SPRINGFIELD, MA 01199-1001
County: Hampden
In care of: % KEITH C MCLEAN SCHINAMAN
Primary officer: LAURIE MARTIN, CFO & TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(413) 794-0000

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: DELOITTE TAX LLP
NTEE classification: Single Organization Support (E11)
IRS tax category: Single Organization Support
Grant-giving organization: Yes