MASS GENERAL BRIGHAM INCORPORATED: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MASS GENERAL BRIGHAM INCORPORATED (EIN 04-3230035)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-13
- IRS object ID
- 202122259349301902
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-13T09:39:17-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043230035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASS GENERAL BRIGHAM INCORPORATED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASS | BusinessNameControlTxt |
| Phone | 8572820747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 REVOLUTION DRIVE NO 645 | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NIYUM GANDHI | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Phone | 8572820747 | PhoneNum |
| Signature | 2021-08-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANNE KLIBANSKI MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,268,328,876 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.MASSGENERALBRIGHAM.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PATIENT CARE, TEACHING, RESEARCH AND SERVING THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 7726 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $9,935,223 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,961,141 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $205,843,904 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,209,696,539 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $899,331,514 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,040,305,329 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$190,413,284 | PYInvestmentIncomeAmt |
| CY Investment Income | -$75,604,148 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,087,717 | PYOtherRevenueAmt |
| CY Other Revenue | $7,026,069 | CYOtherRevenueAmt |
| PY Total Revenue | $923,849,851 | PYTotalRevenueAmt |
| CY Total Revenue | $2,181,423,789 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $530,144,805 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $652,391,156 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $584,284,056 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $880,305,910 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $998,908 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $553,014,511 | PYOtherExpensesAmt |
| CY Other Expenses | $767,535,336 | CYOtherExpensesAmt |
| PY Total Expenses | $1,667,443,372 | PYTotalExpensesAmt |
| CY Total Expenses | $2,300,232,402 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$743,593,521 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$118,808,613 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,381,428,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,885,097,202 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,916,598,390 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,837,702,742 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,535,170,049 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,952,605,540 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $763,162,992 | ExpenseAmt |
| Grant | $652,391,156 | GrantAmt |
| Revenue | $1,038,983,629 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $763,162,992 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6570 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7726 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASS GENERAL BRIGHAM FINANCE - TAX DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8572820747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 REVOLUTION DRIVE SUITE 645 | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02145 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANNE KLIBANSKI MD | ||||||||||
| PRESIDENT, CEO & DIRECTOR | 50.00 | 1.00 | Yes (X) | Yes (X) | $4,044,895 | $0 | $91,230 | |||
| ALI SALIM MD | ||||||||||
| DIRECTOR | 1.00 | 50.00 | Yes (X) | $0 | $715,378 | $47,518 | ||||
| ROCHELLE P WALENSKY MD MPH | ||||||||||
| DIRECTOR 10/22/19 | 1.00 | 50.00 | Yes (X) | $0 | $414,425 | $59,093 | ||||
| ROBERT G ATCHINSON | ||||||||||
| DIRECTOR 07/28/20 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE M FINUCANE | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN F FISH | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WYCLIFFE K GROUSBECK | ||||||||||
| DIRECTOR UNTIL 05/21/20 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN J HOCKFIELD PHD | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD E HOLBROOK | ||||||||||
| DIRECTOR UNTIL 06/30/20 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALBERT A HOLMAN III | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID W IVES | ||||||||||
| DIRECTOR 07/01/20 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES L KAPLAN PHD | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN A KRAFT | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CARL J MARTIGNETTI | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIANE B PATRICK ESQ | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILLIP TERRY RAGON | ||||||||||
| DIRECTOR 10/22/19 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA D A REEVE | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT A SCHOEN | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT M SPERLING | ||||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEXANDER L THORNDIKE | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GWILL YORK | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER K MARKELL | ||||||||||
| EXEC. VP, CFO & TREASURER | 50.00 | 1.00 | Yes (X) | $3,610,203 | $0 | $79,701 | ||||
| MAUREEN GOGGIN | ||||||||||
| SECRETARY | 50.00 | 0.00 | Yes (X) | $191,949 | $0 | $41,005 | ||||
| GREGG S MEYER MD MSC | ||||||||||
| CHIEF CLINICAL OFFICER | 50.00 | 1.00 | $4,139,802 | $0 | $62,209 | Yes (X) | ||||
| JOHN R BARKER | ||||||||||
| CHIEF INVESTMENT OFFICER | 50.00 | 0.00 | $2,879,562 | $0 | $29,170 | Yes (X) | ||||
| JAMES W NOGA | ||||||||||
| VP & CHIEF INFORMATION OFFICER | 50.00 | 0.00 | $1,199,205 | $0 | $62,509 | Yes (X) | ||||
| ROSEMARY R SHEEHAN | ||||||||||
| CHIEF HUMAN RESOURCES OFFICER | 50.00 | 0.00 | $965,718 | $0 | $62,769 | Yes (X) | ||||
| LAURA PEABODY | ||||||||||
| CHIEF LEGAL OFFICER & GEN. COUNS. | 50.00 | 0.00 | $1,512,877 | $0 | $48,965 | Yes (X) | ||||
| ELIZABETH L BALDWIN | ||||||||||
| PORTFOLIO MANAGER | 50.00 | 0.00 | $1,300,108 | $0 | $65,110 | Yes (X) | ||||
| KATHERINE L KAMM | ||||||||||
| PORTFOLIO MANAGER | 50.00 | 0.00 | $971,916 | $0 | $32,442 | Yes (X) | ||||
| CHRISTOPHER M COBURN | ||||||||||
| CHIEF INNOVATION OFFICER | 50.00 | 1.00 | $986,309 | $0 | $53,374 | Yes (X) | ||||
| JEFF A WEISS | ||||||||||
| CHIEF STRATEGY & TRANSF. OFFICER | 50.00 | 0.00 | $968,909 | $0 | $46,032 | Yes (X) | ||||
| DAVID F TORCHIANA MD | ||||||||||
| FORMER PRESIDENT & CEO | 50.00 | 0.00 | $5,244,099 | $0 | $39,765 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $28,015,552 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,129,803 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $820,892 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1482 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RANDSTAD HEALTHCARE | |||||
| PO BOX 7247-6655 | PHILADELPHIA | PA | 191706655 | STAFFING SERVICES | $12,807,727 |
| ACCENTURE LLP | |||||
| PO BOX 70629 | CHICAGO | IL | 60673 | CONSULTING SERVICES | $11,183,251 |
| VEE TECHNOLOGIES | |||||
| PO BOX 732709 | DALLAS | TX | 753732709 | CONSULTING SERVICES | $5,308,370 |
| WALSH BROTHERS | |||||
| 210 COMMERCIAL STREET | BOSTON | MA | 02109 | CONSTRUCTION SERVICES | $5,282,170 |
| QUARLES AND BRADY LLP | |||||
| BIN 88895 | MILWAUKEE | WI | 532880895 | LEGAL SERVICES | $3,788,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 133 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,209,696,539 | RelatedOrganizationsAmt |
| Noncash Contributions | $110,000 | NoncashContributionsAmt |
| Total Contributions | $1,209,696,539 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $1,040,305,329 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,038,983,629 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,321,700 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,040,305,329 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,285,786 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,262,807 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,022,979 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,153 | TotalRevenueColumnAmt |
| Exclusion | $15,153 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,158,759 | TotalRevenueColumnAmt |
| Exclusion | $1,158,759 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $636,741 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $636,741 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $636,741 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,650 | UnrelatedBusinessRevenueAmt |
| Exclusion | $639,391 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,905,087 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$86,905,087 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$86,905,087 | TotalRevenueColumnAmt |
| Exclusion | -$86,905,087 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CFC INSURANCE INCOME | 900099 | $2,350,716 | $2,350,716 | |
| CHILD CARE REVENUE | 624410 | $1,479,276 | $1,479,276 | |
| PARKING INCOME | 812930 | $1,155,528 | $1,155,528 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $245,049 | TotalRevenueColumnAmt |
| Exclusion | $245,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,230,569 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,181,423,789 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,038,983,629 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,932,573 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$77,188,952 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,391,156 | TotalAmt |
| Program Services | $652,391,156 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,031,334 | TotalAmt |
| Management And General | $17,031,334 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,726,749 | TotalAmt |
| Management And General | $506,379,356 | ManagementAndGeneralAmt |
| Fundraising | $347,393 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,455,272 | TotalAmt |
| Program Services | $22,933,525 | ProgramServicesAmt |
| Management And General | $211,521,747 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,840,863 | TotalAmt |
| Program Services | $8,005,362 | ProgramServicesAmt |
| Management And General | $73,727,464 | ManagementAndGeneralAmt |
| Fundraising | $108,037 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,251,692 | TotalAmt |
| Program Services | $3,937,268 | ProgramServicesAmt |
| Management And General | $36,314,424 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,749,586 | TotalAmt |
| Program Services | $1,051,484 | ProgramServicesAmt |
| Management And General | $9,698,102 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,576,886 | TotalAmt |
| Program Services | $154,245 | ProgramServicesAmt |
| Management And General | $1,422,641 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,535,281 | TotalAmt |
| Management And General | $1,535,281 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,246,440 | TotalAmt |
| Program Services | $8,925,380 | ProgramServicesAmt |
| Management And General | $81,980,733 | ManagementAndGeneralAmt |
| Fundraising | $340,327 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $841,073 | TotalAmt |
| Program Services | $82,271 | ProgramServicesAmt |
| Management And General | $755,372 | ManagementAndGeneralAmt |
| Fundraising | $3,430 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,731,830 | TotalAmt |
| Program Services | $5,842,741 | ProgramServicesAmt |
| Management And General | $53,752,726 | ManagementAndGeneralAmt |
| Fundraising | $136,363 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,759,567 | TotalAmt |
| Program Services | $11,518,794 | ProgramServicesAmt |
| Management And General | $106,240,773 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,172,880 | TotalAmt |
| Program Services | $1,484,153 | ProgramServicesAmt |
| Management And General | $13,633,685 | ManagementAndGeneralAmt |
| Fundraising | $55,042 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,955,171 | TotalAmt |
| Program Services | $191,247 | ProgramServicesAmt |
| Management And General | $1,763,833 | ManagementAndGeneralAmt |
| Fundraising | $91 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,057 | TotalAmt |
| Program Services | $23,775 | ProgramServicesAmt |
| Management And General | $219,083 | ManagementAndGeneralAmt |
| Fundraising | $199 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,371,465 | TotalAmt |
| Program Services | $23,414,408 | ProgramServicesAmt |
| Management And General | $215,957,057 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,353,044 | TotalAmt |
| Program Services | $6,881,668 | ProgramServicesAmt |
| Management And General | $63,471,376 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,814,065 | TotalAmt |
| Program Services | $177,445 | ProgramServicesAmt |
| Management And General | $1,636,620 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $117,632,390 | $12,579,820 | $105,052,570 |
| UNRELATED BUSINESS TAX | $1,073,466 | $1,073,466 | |
| PROGRAM SUPPORT/SUBSIDY | $32,319,617 | $3,161,382 | $29,158,235 |
| NON CAPITAL EQUIPMENT | $2,154,342 | $210,730 | $1,943,612 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,005,176 | TotalAmt |
| Program Services | $196,138 | ProgramServicesAmt |
| Management And General | $1,801,012 | ManagementAndGeneralAmt |
| Fundraising | $8,026 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,300,232,402 | TotalAmt |
| Program Services | $763,162,992 | ProgramServicesAmt |
| Management And General | $1,536,070,502 | ManagementAndGeneralAmt |
| Fundraising | $998,908 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$81,102,507 | BOYAmt |
| EOY | $295,855,917 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,649,064 | BOYAmt |
| EOY | $39,015,569 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,877,972,708 | BOYAmt |
| EOY | $3,830,128,726 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,604,828 | BOYAmt |
| EOY | $30,223,864 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $909,613,297 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $209,631,986 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,497,677 | BOYAmt |
| EOY | $699,981,311 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,455,967,943 | BOYAmt |
| EOY | $2,212,712,462 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,838,628 | BOYAmt |
| EOY | $777,179,353 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,381,428,341 | BOYAmt |
| EOY | $7,885,097,202 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,122,442,890 | BOYAmt |
| EOY | $2,701,569,102 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,603,717,554 | BOYAmt |
| EOY | $4,572,912,586 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,190,437,946 | BOYAmt |
| EOY | $2,563,221,054 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,916,598,390 | BOYAmt |
| EOY | $9,837,702,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,536,440,982 | BOYAmt |
| EOY | -$1,983,150,319 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,270,933 | BOYAmt |
| EOY | $30,544,779 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,535,170,049 | BOYAmt |
| EOY | -$1,952,605,540 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,381,428,341 | BOYAmt |
| EOY | $7,885,097,202 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$118,808,613 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $191,420,005 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $509,953,117 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $225,341,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,658,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $284,715,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $205,843,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,209,696,539 | CurrentTaxYearAmt |
| Total | $2,194,256,233 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $225,341,569 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,658,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $284,715,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $205,843,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,209,696,539 | CurrentTaxYearAmt |
| Total | $2,194,256,233 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,194,256,233 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,775,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $903,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,344,453 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,454,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,327,008 | CurrentTaxYearAmt |
| Total | $39,804,898 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $429,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,382,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,399,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,961,141 | CurrentTaxYearAmt |
| Total | $7,171,982 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,241,233,113 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,375,607,163 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,169,631 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,169,631 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LOBBYING EXPENSES | FormAndLineReferenceDesc |
| Explanation | THE CORPORATION MAY ON OCCASION CONTACT ITS EMPLOYEES WITH A VOLUNTARY OPPORTUNITY TO PARTICIPATE IN THE CONVERSATION TO PROTECT AGAINST CUTS IN FEDERAL FUNDING THAT WOULD HAVE AN ADVERSE IMPACT ON THE CORPORATION AND ITS AFFILIATES AS WELL AS THE PACE OF MEDICAL ADVANCES, THE ECONOMY, AND THE GLOBAL COMPETITIVENESS OF THE CORPORATION. THE CORPORATION MAY ON OCCASION REVIEW PROPOSED LEGISLATION FOR THE PURPOSE OF DETERMINING THE EFFECT UPON ITS TAX-EXEMPT PURPOSES. THE CORPORATION MAY ON OCCASION ALSO APPEAR BEFORE A LEGISLATIVE COMMITTEE, CONFER WITH LEGISLATORS OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION. HOWEVER, IT WILL NOT PARTICIPATE, IN ANY WAY, IN POLITICAL CAMPAIGNS. THE CORPORATION'S INVOLVEMENT IN LEGISLATIVE ACTIVITIES CONSTITUTES AN INSUBSTANTIAL PART OF ITS ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,550,317 | BeginningYearBalanceAmt |
| Contributions | $299,379 | ContributionsAmt |
| Investment Earnings Or Losses | $768,774 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $447,755 | OtherExpendituresAmt |
| End Year Balance | $11,170,715 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,313,374 | BeginningYearBalanceAmt |
| Contributions | $297,434 | ContributionsAmt |
| Investment Earnings Or Losses | $390,831 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $451,322 | OtherExpendituresAmt |
| End Year Balance | $10,550,317 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,793,133 | BeginningYearBalanceAmt |
| Contributions | $276,966 | ContributionsAmt |
| Investment Earnings Or Losses | $669,855 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $426,580 | OtherExpendituresAmt |
| End Year Balance | $10,313,374 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,832,078 | BeginningYearBalanceAmt |
| Contributions | -$9,637,179 | ContributionsAmt |
| Investment Earnings Or Losses | $1,760,903 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,162,669 | OtherExpendituresAmt |
| End Year Balance | $9,793,133 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,088,489 | BeginningYearBalanceAmt |
| Contributions | $7,313,016 | ContributionsAmt |
| Investment Earnings Or Losses | $977,078 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $546,505 | OtherExpendituresAmt |
| End Year Balance | $18,832,078 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.88400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10290 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01310 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $13,601,826 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $58,165,612 | OtherCostOrOtherBasisAmt |
| Book Value | $71,767,438 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $32,749,406 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $514,680,290 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,034,910 | DepreciationAmt |
| Book Value | $453,394,786 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,456,731 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,269,368 | DepreciationAmt |
| Book Value | $5,187,363 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $262,382,087 | OtherCostOrOtherBasisAmt |
| Depreciation | $108,718,092 | DepreciationAmt |
| Book Value | $153,663,995 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,577,345 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,609,616 | DepreciationAmt |
| Book Value | $15,967,729 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $699,981,311 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INV IN PARTNERS POOLED INV ACC | $31,085,890 | F |
| INV IN PARTNERS POOLED INV HOLDING LLC | $2,181,626,572 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,212,712,462 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $438,554,488 |
| DUE FROM AFFILIATES | $338,624,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $777,179,353 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SETTLEMENTS - THIRD PARTY PAYORS | -$11,506,082 |
| TAXABLE BONDS | $1,878,644,000 |
| INTEREST RATE SWAPS LIABILITY | $662,383,613 |
| OTHER LIABILITIES | $33,699,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,563,221,054 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MASS GENERAL BRIGHAM INCORPORATED DOES NOT HAVE A FIN 48 (ASC 740) FOOTNOTE DISCLOSURE IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. |
| INTENDED USE OF ENDOWMENT FUNDS | THE ENDOWMENT FUNDS OF MASS GENERAL BRIGHAM INCORPORATED ARE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT MISSION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA/CARIBBEAN | 0 | 0 | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $63,103 |
| CENTRAL AMERICA/CARIBBEAN | 0 | 0 | PROGRAM SERVICES | JOINTLY OWNED FOREIGN INSURANCE | $666,862 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $134,443 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $930,533 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $30,685 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $1,176,742 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL GRANTS | $698 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $320,922 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $8,429 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $1,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,323,988 | SubtotalSpentAmt |
| Continuation Spent | $9,704 | ContinuationSpentAmt |
| Total Spent | $3,333,692 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| ACCOUNTING METHOD | THE ORGANIZATION USES THE ACCRUAL METHOD TO REPORT FOREIGN EXPENDITURES TO BE CONSISTENT WITH THE REPORTING USED FOR THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (64 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOSTON CHARITABLE TRUST FUND | |||||||
| 1 CITY HALL SQUARE SUITE 550 | BOSTON | MA | 02201 | 046528581 | 501(C)(1) | $1,000,000 | COMMUNITY BENEFIT PROGRAM |
| LYNN COMMUNITY HEALTH CENTER INC | |||||||
| 269 UNION STREET | LYNN | MA | 01906 | 042525066 | 501(C)(3) | $821,364 | COMMUNITY BENEFIT PROGRAM |
| MASS LEAGUE OF COMMUNITY HEALTH CENTERS | |||||||
| 40 COURT STREET | BOSTON | MA | 02108 | 042507409 | 501(C)(3) | $242,230 | COMMUNITY BENEFIT PROGRAM |
| UPHAMS CORNER HEALTH CENTER | |||||||
| 415 COLUMBIA ROAD | BOSTON | MA | 02125 | 237211732 | 501(C)(3) | $230,500 | COMMUNITY BENEFIT PROGRAM |
| CAMP HARBORVIEW FOUNDATION | |||||||
| 200 CLARENDON STREET 60TH FLOOR | BOSTON | MA | 02116 | 753235491 | 501(C)(3) | $200,000 | COMMUNITY BENEFIT PROGRAM |
| HEALTH CARE FOR ALL | |||||||
| ONE FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | 043071598 | 501(C)(3) | $183,855 | COMMUNITY BENEFIT PROGRAM |
| MATTAPAN COMMUNITY HEALTH CENTER INC | |||||||
| 1575 BLUE HILL AVENUE | BOSTON | MA | 02126 | 042544151 | 501(C)(3) | $158,000 | COMMUNITY BENEFIT PROGRAM |
| ROXBURY PRESBYTERIAN CHURCH | |||||||
| 328 WARREN STREET | BOSTON | MA | 02119 | 043506648 | 501(C)(3) | $70,000 | COMMUNITY BENEFIT PROGRAM |
| SOUTH BOSTON COMMUNITY HEALTH CENTER INC | |||||||
| 409 W BROADWAY | BOSTON | MA | 02127 | 042682152 | 501(C)(3) | $60,500 | COMMUNITY BENEFIT PROGRAM |
| DIMOCK COMMUNITY HEALTH CENTER INC | |||||||
| 45 DIMOCK STREET | BOSTON | MA | 02119 | 043487835 | 501(C)(3) | $60,000 | COMMUNITY BENEFIT PROGRAM |
| HEALTH LAW ADVOCATES INC | |||||||
| 1 FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | 043298116 | 501(C)(3) | $50,000 | COMMUNITY BENEFIT PROGRAM |
| HILLTOWN COMMUNITY HEALTH CENTERS INC | |||||||
| 9 RUSSELL ROAD | HUNTINGTON | MA | 01050 | 042161484 | 501(C)(3) | $50,000 | COMMUNITY BENEFIT PROGRAM |
| HEALTH CAREER CONNECTION INC | |||||||
| PO BOX 398731 | SAN FRANCISCO | CA | 94139 | 251904312 | 501(C)(3) | $32,250 | COMMUNITY BENEFIT PROGRAM |
| GREATER BOSTON CHAMBER OF COMMERCE | |||||||
| 265 FRANKLIN STREET 12TH FLOOR | BOSTON | MA | 02110 | 041103090 | 501(C)(6) | $27,000 | COMMUNITY BENEFIT PROGRAM |
| SCHOLAR ATHLETES | |||||||
| 57 MAGAZINE STREET | ROXBURY | MA | 02119 | 273987854 | 501(C)(3) | $25,000 | COMMUNITY BENEFIT PROGRAM |
| SOMERVILLE EDUCATION FOUNDATION INC | |||||||
| 17 KIDDER AVENUE | SOMERVILLE | MA | 02144 | 814505509 | 501(C)(3) | $25,000 | COMMUNITY BENEFIT PROGRAM |
| MASSACHUSETTS HEALTH QUALITY PARTNERS INC | |||||||
| 42 PLEASANT STREET | WATERTOWN | MA | 02472 | 043542817 | 501(C)(3) | $22,500 | COMMUNITY BENEFIT PROGRAM |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC | |||||||
| 178 TREMONT ST 2ND FLOOR | BOSTON | MA | 02111 | 042304133 | 501(C)(3) | $20,000 | COMMUNITY BENEFIT PROGRAM |
| NEW ENGLAND COUNCIL INC | |||||||
| 98 NORTH WASHINGTON ST SUITE 303 | BOSTON | MA | 02114 | 041661090 | 501(C)(3) | $20,000 | COMMUNITY BENEFIT PROGRAM |
| THE SCHWARTZ CENTER FOR COMPASSIONATE HEALTHCARE | |||||||
| 100 CAMBRIDGE STREET SUITE 2100 | BOSTON | MA | 02114 | 041564655 | 501(C)(3) | $20,000 | COMMUNITY BENEFIT PROGRAM |
| HEALTH RESOURCES IN ACTION INC | |||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | 042229839 | 501(C)(3) | $16,668 | COMMUNITY BENEFIT PROGRAM |
| FOUNDATION FOR BCYF | |||||||
| 1483 TREMONT STREET | BOSTON | MA | 02120 | 042602576 | 501(C)(3) | $15,000 | COMMUNITY BENEFIT PROGRAM |
| MASSACHUSETTS LGBT CHAMBER OF COMMERCE | |||||||
| 50 MILK STREET | BOSTON | MA | 02109 | 823342211 | 501(C)(6) | $15,000 | COMMUNITY BENEFIT PROGRAM |
| UNITED WAY MASS BAY AND MERRIMACK VALLEY | |||||||
| 9 CHANNEL STREET UNIT 500 | BOSTON | MA | 02210 | 042382233 | 501(C)(3) | $15,000 | COMMUNITY BENEFIT PROGRAM |
| BOSTON CENTER FOR INDEPENDENT LIVING | |||||||
| 60 TEMPLE PLACE 5TH FLOOR | BOSTON | MA | 02111 | 042546595 | 501(C)(3) | $12,500 | COMMUNITY BENEFIT PROGRAM |
| BOSTON FOUNDATION INC | |||||||
| 75 ARLINGTON STREET SUITE 1000 | BOSTON | MA | 02116 | 042104021 | 501(C)(3) | $11,111 | COMMUNITY BENEFIT PROGRAM |
| CODMAN SQUARE HEALTH CENTER | |||||||
| 637 WASHINGTON STREET | BOSTON | MA | 02124 | 042678774 | 501(C)(3) | $10,500 | COMMUNITY BENEFIT PROGRAM |
| MUSEUM OF AFRICAN AMERICAN HISTORY INC | |||||||
| 14 BEACON STREET SUITE 401 | BOSTON | MA | 02108 | 042429556 | 501(C)(3) | $10,500 | COMMUNITY BENEFIT PROGRAM |
| JANE DOE INC | |||||||
| 745 ATLANTIC AVENUE | BOSTON | MA | 02111 | 042676138 | 501(C)(3) | $10,000 | COMMUNITY BENEFIT PROGRAM |
| LEARN TO COPE INC | |||||||
| 4 COURT STREET | TAUNTON | MA | 02780 | 260236431 | 501(C)(3) | $10,000 | COMMUNITY BENEFIT PROGRAM |
| MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION | |||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | 043274599 | 501(C)(3) | $10,000 | COMMUNITY BENEFIT PROGRAM |
| YW BOSTON INC | |||||||
| 140 CLARENDON STREET SUITE 403 | BOSTON | MA | 02116 | 042103548 | 501(C)(3) | $10,000 | COMMUNITY BENEFIT PROGRAM |
| NORTHEAST HUMAN RESOURCES ASSOCIATION | |||||||
| PO BOX 151 | WALPOLE | MA | 02081 | 042901371 | 501(C)(3) | $9,000 | COMMUNITY BENEFIT PROGRAM |
| COMMUNITY SERVINGS INC | |||||||
| 18 MARBURY TERRACE | JAMAICA PLAIN | MA | 02130 | 223154028 | 501(C)(3) | $8,334 | COMMUNITY BENEFIT PROGRAM |
| SIMMONS UNIVERSITY | |||||||
| 300 FENWAY | BOSTON | MA | 02115 | 042103629 | 501(C)(3) | $6,750 | COMMUNITY BENEFIT PROGRAM |
| HARBOR HEALTH SERVICES INC | |||||||
| 1135 MORTON STREET | MATTAPAN | MA | 02126 | 237100550 | 501(C)(3) | $6,000 | COMMUNITY BENEFIT PROGRAM |
| DOTHOUSE HEALTH INC | |||||||
| 1353 DORCHESTER AVENUE | DORCHESTER | MA | 02122 | 237125970 | 501(C)(3) | $5,500 | COMMUNITY BENEFIT PROGRAM |
| WHITTIER STREET HEALTH CENTER INC | |||||||
| 1290 TREMONT STREET | ROXBURY | MA | 02120 | 042619517 | 501(C)(3) | $5,500 | COMMUNITY BENEFIT PROGRAM |
| UASPIRE | |||||||
| 31 MILK STREET SUITE 900 | BOSTON | MA | 02109 | 043564307 | 501(C)(3) | $390,350 | COMMUNITY BENEFIT PROGRAM |
| ACCELERATED COLLEGE EXPERIENCES INC | |||||||
| 251 HEATH STREET APT 207 | JAMAICA PLAIN | MA | 02130 | 454101866 | 501(C)(3) | $159,645 | COMMUNITY BENEFIT PROGRAM |
| UNIVERSITY OF MASSACHUSETTS BOSTON | |||||||
| 100 MORRISSEY BOULEVARD | BOSTON | MA | 02125 | 043167352 | STATE OF MA | $48,500 | COMMUNITY BENEFIT PROGRAM |
| SIMMONS UNIVERSITY | |||||||
| 300 FENWAY | BOSTON | MA | 02115 | 042103629 | 501(C)(3) | $40,000 | COMMUNITY BENEFIT PROGRAM |
| HEALTH RESOURCES IN ACTION (HRIA) | |||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | 042229839 | 501(C)(3) | $36,620 | COMMUNITY BENEFIT PROGRAM |
| HORIZON EDUCATION CONSULTATION | |||||||
| 168 POND STREET | RANDOLPH | MA | 02368 | 474999752 | 501(C)(3) | $27,940 | COMMUNITY BENEFIT PROGRAM |
| BOSTON UNIVERSITY | |||||||
| ONE SILBER WAY | BOSTON | MA | 02215 | 042103547 | 501(C)(3) | $27,000 | COMMUNITY BENEFIT PROGRAM |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 041679980 | 501(C)(3) | $24,000 | COMMUNITY BENEFIT PROGRAM |
| UNIVERSITY OF MASSACHUSETTS DARTMOUTH | |||||||
| 285 OLD WESTPORT ROAD | NORTH DARTMOUTH | MA | 02747 | 043167352 | STATE OF MA | $24,000 | COMMUNITY BENEFIT PROGRAM |
| UNIVERSITY OF MASSACHUSETTS AMHERST | |||||||
| 181 PRESIDENTS DRIVE | AMHERT | MA | 01003 | 542084125 | STATE OF MA | $23,500 | COMMUNITY BENEFIT PROGRAM |
| UNIVERSITY OF MASSACHUSETTS LOWELL | |||||||
| 1 UNIVERSITY AVENUE | LOWELL | MA | 01854 | 043167352 | STATE OF MA | $20,500 | COMMUNITY BENEFIT PROGRAM |
| BUNKER HILL COMMUNITY COLLEGE | |||||||
| 250 NEW RUTHERFORD AVENUE | BOSTON | MA | 02129 | 042710011 | STATE OF MA | $18,500 | COMMUNITY BENEFIT PROGRAM |
| TUFTS UNIVERSITY | |||||||
| 419 BOSTON AVENUE | MEDFORD | MA | 02155 | 042103634 | 501(C)(3) | $16,500 | COMMUNITY BENEFIT PROGRAM |
| MASSBAY COMMUNITY COLLEGE | |||||||
| 50 OAKLAND STREET | WELLESLEY HILLS | MA | 02481 | 222581930 | STATE OF MA | $16,000 | COMMUNITY BENEFIT PROGRAM |
| SALEM STATE UNIVERSITY | |||||||
| 352 LAFAYETTE STREET | SALEM | MA | 01970 | 042325342 | STATE OF MA | $15,500 | COMMUNITY BENEFIT PROGRAM |
| LESLEY UNIVERSITY | |||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | 042103589 | 501(C)(3) | $15,000 | COMMUNITY BENEFIT PROGRAM |
| MASSACHUSETTS COLLEGE OF PHARMACY AND HEALTH SCIENCES | |||||||
| 179 LONGWOOD AVENUE | BOSTON | MA | 02115 | 042104700 | 501(C)(3) | $15,000 | COMMUNITY BENEFIT PROGRAM |
| CURRY COLLEGE | |||||||
| 1071 BLUE HILL AVENUE | MILTON | MA | 02186 | 042199867 | 501(C)(3) | $12,500 | COMMUNITY BENEFIT PROGRAM |
| EMMANUEL COLLEGE | |||||||
| 400 THE FENWAY | BOSTON | MA | 02115 | 042105769 | 501(C)(3) | $8,500 | COMMUNITY BENEFIT PROGRAM |
| HOWARD UNIVERSITY | |||||||
| 2400 6TH STREET NW | WASHINGTON | DC | 20059 | 530204707 | 501(C)(3) | $5,500 | COMMUNITY BENEFIT PROGRAM |
| MILLS COLLEGE | |||||||
| 5000 MACARTHUR BOULEVARD | OAKLAND | CA | 94613 | 941156566 | 501(C)(3) | $5,500 | COMMUNITY BENEFIT PROGRAM |
| WHEATON COLLEGE | |||||||
| 26 E MAIN STREET | NORTON | MA | 02766 | 042103638 | 501(C)(3) | $5,500 | COMMUNITY BENEFIT PROGRAM |
| SPAULDING REHABILITATION INC | |||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVILLE | MA | 02145 | 260003495 | 501(C)(3) | $38,419,200 | EXEMPT AFFILIATE SUPPORT |
| NORTH SHORE MEDICAL CENTER INC | |||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVILLE | MA | 02145 | 043399616 | 501(C)(3) | $601,607,418 | EXEMPT AFFILIATE SUPPORT |
| MASS GENERAL BRIGHAM COMMUNITY PHYSICIANS INC | |||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVILLE | MA | 02145 | 043236175 | 501(C)(3) | $3,752,921 | EXEMPT AFFILIATE SUPPORT |
| MASS GENERAL BRIGHAM URGENT CARE LLC | |||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVILLE | MA | 02145 | 471683619 | 501(C)(3) | $4,150,000 | EXEMPT AFFILIATE SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 55 | Total501c3OrgCnt |
| Total Other Org | 10 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | MASS GENERAL BRIGHAM INCORPORATED MAKES DONATIONS TO VARIOUS TAX-EXEMPT ORGANIZATIONS. THESE DONATIONS CAN BE USED BY THE RECIPIENT ONLY IN FURTHERANCE OF THEIR TAX-EXEMPT MISSION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANNE KLIBANSKI MD | ||||||||||||||
| PRESIDENT, CEO & DIRECTOR | $1,970,030 | $0 | $1,968,976 | $0 | $105,889 | $0 | $68,011 | $0 | $23,219 | $0 | $4,136,125 | $0 | $0 | $0 |
| ALI SALIM MD | ||||||||||||||
| DIRECTOR | $0 | $590,000 | $0 | $89,700 | $0 | $35,678 | $0 | $25,200 | $0 | $22,318 | $0 | $762,896 | $0 | $0 |
| ROCHELLE P WALENSKY MD MPH | ||||||||||||||
| DIRECTOR 10/22/19 | $0 | $346,336 | $0 | $32,673 | $0 | $35,416 | $0 | $38,155 | $0 | $20,938 | $0 | $473,518 | $0 | $0 |
| PETER K MARKELL | ||||||||||||||
| EXEC. VP, CFO & TREASURER | $1,888,100 | $0 | $1,493,600 | $0 | $228,503 | $0 | $56,000 | $0 | $23,701 | $0 | $3,689,904 | $0 | $0 | $0 |
| MAUREEN GOGGIN | ||||||||||||||
| SECRETARY | $171,494 | $0 | $500 | $0 | $19,955 | $0 | $21,594 | $0 | $19,411 | $0 | $232,954 | $0 | $0 | $0 |
| GREGG S MEYER MD MSC | ||||||||||||||
| CHIEF CLINICAL OFFICER | $1,154,400 | $0 | $291,370 | $0 | $2,694,032 | $0 | $30,800 | $0 | $31,409 | $0 | $4,202,011 | $0 | $2,522,209 | $0 |
| JOHN R BARKER | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $605,600 | $0 | $2,186,078 | $0 | $87,884 | $0 | $22,400 | $0 | $6,770 | $0 | $2,908,732 | $0 | $0 | $0 |
| JAMES W NOGA | ||||||||||||||
| VP & CHIEF INFORMATION OFFICER | $748,321 | $0 | $118,575 | $0 | $332,309 | $0 | $30,800 | $0 | $31,709 | $0 | $1,261,714 | $0 | $0 | $0 |
| ROSEMARY R SHEEHAN | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $728,107 | $0 | $160,146 | $0 | $77,465 | $0 | $30,800 | $0 | $31,969 | $0 | $1,028,487 | $0 | $0 | $0 |
| LAURA PEABODY | ||||||||||||||
| CHIEF LEGAL OFFICER & GEN. COUNS. | $978,126 | $0 | $353,000 | $0 | $181,751 | $0 | $25,200 | $0 | $23,765 | $0 | $1,561,842 | $0 | $0 | $0 |
| ELIZABETH L BALDWIN | ||||||||||||||
| PORTFOLIO MANAGER | $369,682 | $0 | $901,750 | $0 | $28,676 | $0 | $19,600 | $0 | $45,510 | $0 | $1,365,218 | $0 | $0 | $0 |
| KATHERINE L KAMM | ||||||||||||||
| PORTFOLIO MANAGER | $311,442 | $0 | $618,500 | $0 | $41,974 | $0 | $16,800 | $0 | $15,642 | $0 | $1,004,358 | $0 | $0 | $0 |
| CHRISTOPHER M COBURN | ||||||||||||||
| CHIEF INNOVATION OFFICER | $630,651 | $0 | $279,440 | $0 | $76,218 | $0 | $30,800 | $0 | $22,574 | $0 | $1,039,683 | $0 | $0 | $0 |
| JEFF A WEISS | ||||||||||||||
| CHIEF STRATEGY & TRANSF. OFFICER | $806,000 | $0 | $0 | $0 | $162,909 | $0 | $22,400 | $0 | $23,632 | $0 | $1,014,941 | $0 | $0 | $0 |
| DAVID F TORCHIANA MD | ||||||||||||||
| FORMER PRESIDENT & CEO | $749,048 | $0 | $900,000 | $0 | $3,595,051 | $0 | $30,800 | $0 | $8,965 | $0 | $5,283,864 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| TRUSTEE COMPENSATION | TRUSTEES RECEIVE NO COMPENSATION OR CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS FOR SERVICE ON THE BOARD OR ITS COMMITTEES. BOARD MEMBERS WHO ARE ALSO EMPLOYED BY THE CORPORATION OR A MASS GENERAL BRIGHAM INCORPORATED AFFILIATE RECEIVE COMPENSATION ONLY FOR THEIR SERVICES AS EMPLOYEES. |
| PART I, LINE 1A | FIRST CLASS TRAVEL FIRST CLASS TRAVEL WAS PROVIDED TO AN OFFICER LISTED ON FORM 990, PART VII. THIS BENEFIT WAS PROVIDED PURSUANT TO A WRITTEN POLICY AND TREATED AS NON-TAXABLE BUSINESS EXPENSES. THE BENEFIT WAS REVIEWED AND APPROVED BY THE MASS GENERAL BRIGHAM INCORPORATED COMPENSATION COMMITTEE. |
| PART I, LINES 4A-B: | RECEIPT OF SEVERANCE PAYMENT DAVID F. TORCHIANA, M.D. - $3,519,000 NONQUALIFIED RETIREMENT PLAN PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THESE AMOUNTS ARE ALREADY INCLUDED IN THE COMPENSATION DISCLOSED ON SCHEDULE J, PART II PETER K. MARKELL - $137,443 GREGG S. MEYER, M.D - $2,601,574 JAMES W. NOGA - $251,010 |
| PART I, LINE 7 | CERTAIN EMPLOYEES RECEIVED INCENTIVE COMPENSATION BASED ON ACHIEVEMENT OF ORGANIZATIONAL AND INDIVIDUAL GOALS. THE COMPENSATION COMMITTEE OF MASS GENERAL BRIGHAM INCORPORATED OR THE COMPENSATION COMMITTEES OF MASS GENERAL BRIGHAM INCORPORATED SUBORDINATE ENTITIES HAVE THE FINAL AUTHORITY FOR SUCH PAYMENTS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES F | ||||||||
| A | 042456011 | 57586CGW9 | 2005-06-10 | $411,566,153 | SERIES F - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MHEFA PARTNERS HEALTHCARE SER G-1G-2G-3G-4G-6 | ||||||||
| B | 042456011 | 57586CZW8 | 2007-06-07 | $380,000,000 | SERIES G - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES H | ||||||||
| C | 042456011 | 57586CW27 | 2008-04-01 | $171,320,000 | SERIES H - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES I | ||||||||
| D | 042456011 | 57586EHR5 | 2009-05-14 | $229,977,036 | SERIES I - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $177,875,000 | $419,448,101 | $18,398,432 | $2,671,595 | $2,650,000 | $326,493,380 | $69,234,694 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $305,000,000 | $386,190,828 | $20,479,076 | $2,776,551 | $4,696,147 | $358,239,054 | 2009 | 0 | 0 | Yes (1) | Yes (1) | |
| C | $6,125,000 | $171,320,000 | $420,000 | $170,900,000 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| D | $225,000,000 | $229,981,250 | $2,556,080 | $116,071 | $227,309,098 | 2009 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line2GICProviderName/BusinessNameLine2Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEAR STEARNS | ||||||||||||||||
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | CAPITAL MARKETS | 35.000000000000 | 0 | 0 | Yes (1) | COMPANY I LLC | 1.800000000000 | Yes (1) | 0 | Yes (1) |
| GOLDMAN SACHS | ||||||||||||||||
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | CAPITAL MARKETS | 35.000000000000 | 0 | 0 | Yes (1) | PRODUCTS INC | 1.700000000000 | Yes (1) | 0 | Yes (1) |
| CITIGROUP FINANCIAL | ||||||||||||||||
| C | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | Yes (1) | PRODUCTS INC | 0.800000000000 | Yes (1) | 0 | Yes (1) | ||||
| MERRILL LYNCH | ||||||||||||||||
| D | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | CAPITAL SERVICES | 35.000000000000 | 0 | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE | (A) FINANCING A PORTION OF THE FOLLOWING PROJECTS: TENANT IMPROVEMENTS AND FIT OUT OF LEASED SPACE; CONSTRUCTION AND RENOVATION OF OPERATING ROOMS AT AN AMBULATORY SURGERY CENTER; RENOVATIONS TO VARIOUS CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: ACQUISITION OF A FACILITY AND A SMALL PARCEL OF VACANT LAND; CONSTRUCTION OF A CARDIOVASCULAR CENTER; THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND CONSTRUCTION OF IMPROVEMENTS AND RENOVATIONS TO VARIOUS EXISTING FACILITIES. FINANCING A PORTION OF THE CONSTRUCTION AND RENOVATION OF FACILITIES. FINANCING THE ACQUISITION AND IMPROVEMENTS OF A PORTION OF A BUILDING AND INSTALLATION OF CAPITAL EQUIPMENT THEREIN. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, NEWTON-WELLESLEY HOSPITAL ISSUE, SERIES E, ISSUED 9/20/95. (B) FINANCING A PORTION OF CONSTRUCTION OF A CARDIOVASCULAR CENTER. FINANCING THE FOLLOWING PROJECTS: A PORTION OF THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; A PORTION OF THE COST OF ACQUISITION OF CONDOMINIUM UNITS; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: CONSTRUCTION AND EQUIPPING OF AN AMBULATORY CARE CENTER; THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM. (C) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-1 AND G-3, ISSUED 6/28/07. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS, NEWTON-WELLESLEY HOSPITAL ISSUE, SERIES F, ISSUED 11/16/1995. (D) FINANCING A PORTION OF THE FIT-OUT AND EQUIPPING OF AN AMBULATORY CARE CENTER. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBULATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE COST OF RENOVATIONS, EQUIPPING AND FURNISHING OF CLINICAL SPACE TO HOUSE A CANCER CENTER. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. (E) FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBULATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING THE ACQUISITION OF AND IMPROVEMENTS TO A HOSPITAL FACILITY. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-4. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES A. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES B. (F) FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBLUATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES C. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES D-1, D-2 & D-4. (G) FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. FINANCING PLANNING COSTS AND CONSTRUCTION OF BUILDING TO HOUSE CLINICAL AND RESEARCH SPACE AND UNDERGROUND PARKING SPACES. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE ACQUISITION OF LAND AND BUILDING TO HOUSE WET AND DRY RESEARCH SPACE, AND PARKING GARAGE. FINANCING THE ACQUISITION, RENOVATION, EQUIPPING AND FURNISHING OF AN OUTPATIENT SURGICAL CENTER. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES B. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES C. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES E. |
| PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (CONTINUE) | (H) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS AND A NEW BUILDING TO HOUSE A 132-BED REPLACEMENT FACILITY FOR SPAULDING REHABILITATION HOSPITAL. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER AND A NEW POWER PLANT. FINANCING THE RENOVATION, EQUIPPING AND FURNISHING OF VARIOUS FACILITIES. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES K-3. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES D-3. (I) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-4. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES I-1. (J) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER AND A NEW POWER PLANT. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-5. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-5. (K) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS. FINANCING THE RENOVATION OF A NEONATAL INTENSIVE CARE UNIT AND CONSTRUCTION OF A SPECIAL CARE NURSERY. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. REFINANCING INTERIM BORROWING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES K-4. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-5. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-5. (L) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER. |
| PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (CONTINUE) | (M) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-5. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-6. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES I-2 & I-3. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES J-1. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES K-5. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES L. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES M-3 & M-5. REFINANCING NEW HAMPSHIRE HEALTH AND EDUCATION FACILITIES AUTHORITY REVENUE BONDS, WENTWORTH-DOUGLAS HOSPITAL ISSUE, SERIES 2011 A. REFINANCING NEW HAMPSHIRE HEALTH AND EDUCATION FACILITIES AUTHORITY REVENUE BONDS, WENTWORTH-DOUGLAS HOSPITAL ISSUE, SERIES 2016 A & B. (N) REFINANCING LINE OF CREDIT DRAW, WHICH WAS USED TO FINANCE A PORTION OF THE COSTS OF CONSTRUCTION, IMPROVEMENT, RENOVATION AND EQUIPPING OF CERTAIN MASSACHUSETTS EYE AND EAR (MEE) FACILITIES. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, MASSACHUSETTS EYE AND EAR INFIRMARY ISSUE, SERIES D. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES M-2. |
| PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (CONTINUE) | (O) CONSTRUCTION OF A BUILDING AND RENOVATION OF AN EXISTING BUILDING, ON THE MAIN CAMPUS OF NORTH SHORE MEDICAL CENTER, INC.'S SALEM HOSPITAL. RENOVATION AND EQUIPPING OF THE BRIGHAM AND WOMEN'S HEALTH CARE CENTER IN WESTWOOD. ACQUISITION, RENOVATION AND EQUIPPING OF 830 AND 850 BOYLSTON STREET IN BOSTON. RENOVATION AND EQUIPPING OF THE BRIGHAM AND WOMEN'S/MASS GENERAL HEALTH CARE CENTER AT FOXBOROUGH. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES O-3. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES M-1. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES J-2. |
| PART II PROCEEDS (3) | TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS. |
| PART III, LINE 9 | WITH RESPECT TO PROPERTY FOR WHICH POTENTIAL PRIVATE USE HAS BEEN IDENTIFIED AT THE TIME OF ISSUANCE OR MAY BE ANTICIPATED, MASS GENERAL BRIGHAM INCORPORATED DOES NOT UTILIZE TAX-EXEMPT BOND FINANCING FOR THAT PORTION OF THE PROPERTY. MASS GENERAL BRIGHAM INCORPORATED HAS PROCEDURES IN PLACE THAT PERMITS MONITORING OF ANY PRIVATE USES ARISING POST-ISSUANCE. |
| PART IV ARBITRAGE (1) | FORM 8038-T HAS NOT BEEN FILED AS ARBITRAGE REBATE PAYMENTS HAVE NOT BEEN REQUIRED. A 9/9/2010 B 8/3/2012 C 5/8/2013 D 6/19/2014 E 2/9/2015 F 2/19/2016 G 2/9/2017 H 1/25/2019 I 10/11/2019 J 3/5/2020 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES J | ||||||||
| A | 042456011 | 57586ENK3 | 2010-01-05 | $509,178,736 | SERIES J - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES K | ||||||||
| B | 043431814 | 57583R6W0 | 2011-01-13 | $436,019,104 | SERIES K - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES L | ||||||||
| C | 043431814 | 57583UMV7 | 2012-01-04 | $353,501,227 | SERIES L - SEE SCHEDULE K PART VI | Yes (1) | 0 | 0 |
| MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES M | ||||||||
| D | 043431814 | 57583UG77 | 2014-01-30 | $510,376,675 | SERIES M - SEE SCHEDULE K PART VI | Yes (1) | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Bond DefeasedBondDefeasedAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $499,410,000 | $509,258,319 | $5,151,067 | $249,983,765 | $254,123,487 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $312,445,000 | $436,030,814 | $3,523,063 | $201,342,457 | $231,165,294 | 2011 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| C | $54,920,000 | $353,570,173 | $3,056,210 | $260,903,277 | $89,610,686 | 2012 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $260,630,000 |
| D | $253,540,000 | $510,376,950 | $4,042,015 | $360,854,935 | $145,480,000 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | $215,665,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||||
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||||
| MERRILL LYNCH | |||||||||||||
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | CAPITAL SERVICES | 35.000000000000 | 0 | 0 |
| (no name) | |||||||||||||
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||||
| BEAR STEARNS | |||||||||||||
| D | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | CAPITAL MARKETS | 35.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| MDFA PARTNERS HEALTHCARE SYSTEM SERIES N-1 AND N-2 | ||||||||
| A | 043431814 | 2014-08-27 | $141,350,000 | SERIES N - SEE SCHEDULE K PART VI | 0 | 0 | 0 | |
| MDFA PARTNERS HEALTHCARE SYSTEM SERIES O | ||||||||
| B | 043431814 | 2015-01-29 | $357,583,529 | SERIES O - SEE SCHEDULE K PART VI | Yes (1) | 0 | 0 | 57583UW20 |
| MDFA PARTNERS HEALTHCARE SYSTEM SERIES Q | ||||||||
| C | 043431814 | 2016-01-28 | $491,625,624 | SERIES Q - SEE SCHEDULE K PART VI | 0 | 0 | 0 | 57584XJG7 |
| MDFA PARTNERS HEALTHCARE SYSTEM SERIES R-1 AND R-2 | ||||||||
| D | 043431814 | 2016-03-31 | $100,000,000 | SERIES R - SEE SCHEDULE K PART VI | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Bond DefeasedBondDefeasedAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $11,700,000 | $141,350,000 | $141,350,000 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $65,970,000 | $359,440,557 | $141,922,969 | 2015 | 0 | Yes (1) | Yes (1) | Yes (1) | $58,100,000 | $2,813,646 | $214,703,942 |
| C | $6,145,000 | $492,608,063 | $86,101,415 | 2016 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $3,731,911 | $402,774,737 | |
| D | $100,000,000 | 2016 | 0 | 0 | Yes (1) | Yes (1) | $100,000,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | |||||||||||||
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | NA | 35.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| BEAR STEARNS | |||||||||||||
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | CAPITAL MARKETS | 35.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | |||||||||||||
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
| BANK OF AMERICA | |||||||||||||
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | NA | 36.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA PARTNERS HEALTHCARE SYSTEM SERIES S | ||||||||
| A | 043431814 | 57584X8W4 | 2017-12-28 | $1,187,892,482 | SERIES S - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MDFA PARTNERS HEALTHCARE SYSTEM SERIES T-1 AND T-2 | ||||||||
| B | 043431814 | 57584YPF0 | 2019-01-29 | $158,250,000 | SERIES T - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MDFA MASS GENERAL BRIGHAM INCORPORATED SERIES 2020 A | ||||||||
| C | 043431814 | 57584YWK1 | 2020-01-29 | $384,146,531 | SERIES A - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $12,380,000 | $1,211,688,937 | $292,779,265 | $5,920,978 | $912,988,693 | 2016 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| B | $158,250,000 | $158,250,000 | 2014 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | ||||
| C | $384,146,531 | $1,510,330 | $138,795,169 | 2019 | Yes (1) | 0 | Yes (1) | Yes (1) | $243,871,031 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | |||||||||||||
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | NA | 27.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| JPMORGAN CHASE BANK | |||||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | NA | 29.400000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | |||||||||||||
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| T BYRNE | |||
| FAMILY - HOCKFIELD | $38,340 | SALARY-MGPO | 0 |
| R SOBERMAN | |||
| FAMILY - KLIBANSKI | $130,499 | SALARY-MGPO | 0 |
| A THORNDIKE | |||
| FAMILY - THORNDIKE | $209,032 | SALARY-MGPO | 0 |
| SUFFOLK CONSTRUCTION | |||
| DIRECTOR - FISH | $29,560,967 | CONSTR SVCS | 0 |
| BANNER SEVENTEEN | |||
| DIRECTOR GROUSBECK | $140,000 | PROD & SVCS | 0 |
| NPP DEVELOPMENT | |||
| DIRECTOR - KRAFT | $9,615,711 | LEASE | 0 |
| INTERSYSTEMS | |||
| DIRECTOR - RAGON | $673,899 | PROD & SVCS | 0 |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | COMPUTER EQUIPMENT | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $110,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | MASS GENERAL BRIGHAM INCORPORATED ESTABLISHED IN MARCH 1994, IS THE CORPORATION OVERSEEING THE AFFILIATION OF BRIGHAM HEALTH, THE MASSACHUSETTS GENERAL HOSPITAL, NSMC HEALTHCARE, INC., NEWTON-WELLESLEY HEALTH CARE SYSTEM, INC., SPAULDING REHABILITATION, INC., ALLWAYS HEALTH PARTNERS, INC., AND THE FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY, INC. MASS GENERAL BRIGHAM IS DEVELOPING AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGHOUT THE REGION THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED, HIGH-QUALITY CARE. THE SYSTEM INCLUDES PRIMARY CARE PHYSICIANS AND SPECIALISTS, COMMUNITY HOSPITALS, THE TWO FOUNDING ACADEMIC MEDICAL CENTERS (MGH AND BWH) AND OTHER HEALTH-RELATED ENTITIES. MASS GENERAL BRIGHAM IS CREATING A FRAMEWORK IN WHICH ALL ASPECTS OF THE HEALTH CARE DELIVERY SYSTEM ARE COORDINATED BETWEEN AND AMONG PROVIDERS AND FACILITIES. MASS GENERAL BRIGHAM IMPROVES THE QUALITY OF HEALTH CARE AND FURTHER SERVES THE PUBLIC AT LARGE BY SUPPORTING ITS MEMBER ORGANIZATIONS SO THAT THEY MAY PURSUE THEIR PATIENT CARE, TEACHING AND RESEARCH MISSIONS. THE MEMBER ORGANIZATIONS OF MASS GENERAL BRIGHAM HAVE JOINED TOGETHER IN A COMMITMENT TO SERVE THE COMMUNITY. TOGETHER, THESE ORGANIZATIONS ARE DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH, AND TO TAKING A LEADERSHIP ROLE AS AN INTEGRATED HEALTH CARE SYSTEM. MASS GENERAL BRIGHAM IS COMMITTED TO LEADING THE WAY IN DESIGNING INTEGRATED PATIENT AND FAMILY-CENTERED CARE WITH THE GOALS OF ENHANCING THE QUALITY OF PATIENT CARE AND SLOWING THE INCREASE IN HEALTH CARE COSTS. MASS GENERAL BRIGHAM INCORPORATED IS COMMITTED TO WORKING WITH COMMUNITY RESIDENTS AND ORGANIZATIONS TO MAKE MEASURABLE, SUSTAINABLE IMPROVEMENTS IN THE HEALTH STATUS OF UNDERSERVED POPULATIONS. MASS GENERAL BRIGHAM AND ITS HOSPITALS ARE MAKING A DIFFERENCE IN THE COMMUNITIES IN WHICH WE LIVE AND WORK THROUGH INITIATIVES ON WORKFORCE DEVELOPMENT, PREVENTION AND ACCESS TO HEALTH CARE. IN ADDITION, MASS GENERAL BRIGHAM HOSPITALS HAVE PROVIDED CARE TO MORE THAN 100,000 UNINSURED AND MEDICAID PATIENTS ANNUALLY. MASS GENERAL BRIGHAM COMMUNITY BENEFIT PROGRAMS AND GRANTS FOCUS ON THREE IMPORTANT AREAS: ENHANCING ACCESS TO HEALTH CARE - MASS GENERAL BRIGHAM AND ITS HOSPITALS ARE COMMITTED TO WORKING WITH COMMUNITY RESIDENTS AND ORGANIZATIONS TO MAKE MEASURABLE AND SUSTAINABLE IMPROVEMENTS IN THE HEALTH STATUS OF UNDERSERVED POPULATIONS. WE SEEK TO INCREASE ACCESS TO QUALITY CARE REGARDLESS OF PATIENTS' ABILITY TO PAY, INSURANCE STATUS, OR OTHER POTENTIAL BARRIERS TO CARE. - MASS GENERAL BRIGHAM LICENSED AND AFFILIATED HEALTH CENTERS PROVIDE CARE TO 325,000 PATIENTS. - SINCE 1998, MASS GENERAL BRIGHAM HAS COMMITTED A TOTAL OF MORE THAN $83 MILLION TO ENSURE THAT HEALTH CENTERS HAVE THE SPACE AND TECHNOLOGY THEY NEED TO PROVIDE THEIR PATIENTS WITH EXCELLENT CARE. - MASS GENERAL BRIGHAM INVESTS MORE THAN $27 MILLION ANNUALLY IN OPERATING FUNDS TO STRENGTHEN COMMUNITY HEALTH CENTERS. BUILDING TOMORROW'S HEALTH CARE WORKFORCE - MASS GENERAL BRIGHAM INCORPORATED'S COMMITMENT TO PROVIDING ACCESS TO JOBS WITH FAMILY-SUSTAINING WAGES, EXCELLENT BENEFITS, AND OPPORTUNITIES FOR ADVANCEMENT IS A FOUNDATIONAL PRINCIPLE FOR MASS GENERAL BRIGHAM'S WORKFORCE DEVELOPMENT PROGRAMS. THROUGH CAREER PIPELINES FOR YOUTH, ADULT COMMUNITY RESIDENTS, AND CURRENT WORKERS, MBG CREATES EMPLOYMENT, TRAINING, AND EDUCATIONAL OPPORTUNITIES FOR INDIVIDUALS AND CONTRIBUTES TO THE ECONOMIC HEALTH OF COMMUNITIES IN WHICH THEY LIVE. - THOUSANDS OF MASS GENERAL BRIGHAM EMPLOYEES HAVE PARTICIPATED IN INTERNAL SKILL DEVELOPMENT OPPORTUNITIES. - MORE THAN 600 ADULT COMMUNITY RESIDENTS HAVE GRADUATED FROM OUR HEALTH CARE TRAINING AND EDUCATION PROGRAM OVER THE PAST 14 YEARS. - MORE THAN 400 STUDENTS EACH YEAR ARE EMPLOYED BY BRIGHAM AND WOMEN'S HOSPITAL (BWH), BRIGHAM AND WOMEN'S FAULKNER HOSPITAL (BWFH), MASSACHUSETTS GENERAL HOSPITAL (MGH), AND NORTH SHORE MEDICAL CENTER (NSMC) DURING THE SUMMER. MASS GENERAL BRIGHAM OFFERS MENTORING, ACADEMIC TUTORING, CAREER EXPOSURE, AND SCHOLARSHIP PROGRAMS TO AREA HIGH SCHOOL STUDENTS IMPROVING HEALTH THROUGH PREVENTION - MASS GENERAL BRIGHAM AND ITS HOSPITALS PROVIDE EFFECTIVE, COORDINATED, AND MEASURABLE LOCAL SUPPORT TO ADDRESS AND PREVENT SOCIO-MEDICAL PROBLEMS THAT FACE OUR COMMUNITIES. WE RAISE AWARENESS, ADVOCATE FOR PUBLIC POLICY CHANGES, IMPLEMENT PREVENTION PROGRAMS, AND SUCCESSFULLY DEVELOP ADDITIONAL TREATMENT RESOURCES TO HELP COMMUNITY RESIDENTS STAY HEALTHY. - MASS GENERAL BRIGHAM HOSPITALS' DOMESTIC VIOLENCE PROGRAMS HAVE SERVED 17,000 CLIENTS SINCE 1997. - OVER THE PAST 13 YEARS THE REVERE CARES SUBSTANCE ABUSE PREVENTION PROGRAM HAS HELPED REDUCE BINGE DRINKING BY 39% AND SMOKING BY 32% AMONG REVERE HIGH SCHOOL STUDENTS. CLINICIAN-LED INITIATIVES MASS GENERAL BRIGHAM'S PEOPLE SHARE A PASSIONATE COMMITMENT TO HEAL AND TO CARE FOR THOSE IN NEED. MASS GENERAL BRIGHAM SUPPORTS THE PASSION OF DEDICATED CLINICIANS BOTH DIRECTLY AND BY "SEEDING" THEIR START-UP INITIATIVES SO THEY CAN TACKLE COMPLEX HEALTH CARE CHALLENGES AND HELP MEET THE EVOLVING MEDICAL NEEDS OF THE GLOBAL COMMUNITY. FROM RESEARCH ON INFECTIOUS DISEASES INCLUDING HIV/AIDS AND TUBERCULOSIS AND BUILDING COMMUNITY-BASED TREATMENT PROGRAMS FOR THESE DISEASES, TO BUILDING CARDIAC SURGERY CENTERS IN RWANDA AND TRAINING PHYSICIANS IN UGANDA, INITIATIVES FUNDED BY MASS GENERAL BRIGHAM HAVE GROWN INTO WORLD-CLASS INSTITUTES SUPPORTED BY MAJOR PHILANTHROPISTS AND FOUNDATIONS. PLEASE VISIT: HTTPS://WWW.MASSGENERALBRIGHAM.ORG/WHO-WE-ARE FOR MORE INFORMATION ABOUT SPECIFIC MASS GENERAL BRIGHAM'S PROGRAMS AND INITIATIVES. |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS AND FAMILY RELATIONSHIPS PETER MARKELL, & RICHARD HOLBROOK - BUSINESS RELATIONSHIP DAVID TORCHIANA, PETER MARKELL & GREGG MEYER - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 6 | DECISIONS OF GOVERNING BODY SUBJECT TO MEMBER APPROVAL PURSUANT TO THE CORPORATE BYLAWS OF THE ORGANIZATION, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE MEMBERS OF THE ORGANIZATION: - MEMBERS SHALL DETERMINE THE NUMBER OF MASS GENERAL BRIGHAM DIRECTORS AND SHALL ELECT MASS GENERAL BRIGHAM DIRECTORS. MEMBERS MAY, BY A VOTE, INCREASE THE NUMBER OF MASS GENERAL BRIGHAM DIRECTORS. - MEMBERS MAY DECREASE THE NUMBER OF MASS GENERAL BRIGHAM DIRECTORS, BUT ONLY TO ELIMINATE VACANCIES EXISTING BY REASON OF THE DEATH, RESIGNATION OR REMOVAL OF ONE OR MORE ELECTED MASS GENERAL BRIGHAM DIRECTORS. - MEMBERS MAY REMOVE A MASS GENERAL BRIGHAM DIRECTOR WITH OR WITHOUT CAUSE BY VOTE. - MEMBERS MAY AMEND MASS GENERAL BRIGHAM BYLAWS IN WHOLE OR IN PART OR MAY REPEAL AND ADOPT NEW BYLAWS. MEMBERS MAY ADOPT, AMEND OR REPEAL ANY BYLAW, INCLUDING ANY BYLAWS ADOPTED, AMENDED OR REPEALED BY THE DIRECTORS. PURSUANT TO THE LAWS OF MASSACHUSETTS, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE MEMBER OF THE ORGANIZATION: - AMEND OR RESTATE THE ARTICLES OF ORGANIZATION - CONSOLIDATION OR MERGER - SALE, LEASE, EXCHANGE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATIONS PROPERTY OR ASSETS. |
| FORM 990, PART VI, SECTION A, LINE 7A | EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE HAS ALL OF THE RESPONSIBILITIES AND AUTHORITY OF THE DIRECTORS DURING INTERVALS BETWEEN MEETINGS OF THE DIRECTORS EXCEPT FOR THE POWERS SPECIFIED IN SECTION 55 OF MASSACHUSETTS GENERAL LAWS, CHAPTER 156B. THE COMMITTEE CONSISTS OF THREE TO FIVE DIRECTORS OF THE CORPORATION APPOINTED ANNUALLY BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | SEE STATEMENT ON QUESTION 6 |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW THE FORM 990 WAS PREPARED AND REVIEWED BY THE MASS GENERAL BRIGHAM TAX DEPARTMENT. CERTAIN KEY SECTIONS WERE ALSO REVIEWED BY THE MASS GENERAL BRIGHAM CFO AND TREASURER; AND BY THE MASS GENERAL BRIGHAM GENERAL COUNSEL. THE CFO AND TREASURER REVIEWED AND SIGNED THE FORM 990. THE COMPENSATION DISCLOSURES WERE PRESENTED TO AND DISCUSSED WITH THE MASS GENERAL BRIGHAM COMPENSATION COMMITTEE AT THE APRIL 28, 2021 MEETING. THE PROCESS FOR PREPARING AND REVIEWING FORM 990 WAS DISCUSSED AT THE MAY 6, 2021 MEETING OF THE AUDIT AND COMPLIANCE COMMITTEE OF THE MASS GENERAL BRIGHAM BOARD OF DIRECTORS. THE FINAL FILING VERSION OF THE FORM 990 WAS PROVIDED TO EACH VOTING BOARD MEMBER PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY FOR PURPOSES OF ITS ANNUAL TAX FILING, MASS GENERAL BRIGHAM INCORPORATED HAS AN ANNUAL QUESTIONNAIRE PROCESS FOR OBTAINING INFORMATION ON INTERESTS THAT MAY GIVE RISE TO CONFLICTS FROM ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES. IN ADDITION, IN CONNECTION WITH MASS GENERAL BRIGHAM'S CONFLICT OF INTEREST POLICY, THE MASS GENERAL BRIGHAM OFFICE FOR INTERACTIONS WITH INDUSTRY AND OFFICE OF THE GENERAL COUNSEL WORK TOGETHER TO PERIODICALLY DISTRIBUTE, COLLECT AND REVIEW DISCLOSURE STATEMENTS FROM THESE INDIVIDUALS. THE INFORMATION ON EACH SUCH DISCLOSURE IS REVIEWED BY EACH INDIVIDUAL'S SUPERVISOR (WHO IN THE CASE OF DIRECTORS AND TRUSTEES IS DEEMED TO CONSIST OF THE CHAIRMAN OF THE BOARD AND THE ENTITY'S PRESIDENT/CEO, WHO REVIEW THE DISCLOSURES WITH THE ASSISTANCE OF THE GENERAL COUNSEL OR ATTORNEY REPRESENTATIVES OF HER OFFICE). MASS GENERAL BRIGHAM HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL ENTITIES IN THE SYSTEM*, AND WHICH IS DESIGNED TO: (1) IDENTIFY RELATIONSHIPS AND CONDUCT THAT CREATE EITHER CONFLICTS OF INTEREST OR CONFLICTS OF COMMITMENT; (2) ESTABLISH A SYSTEM FOR DISCLOSING AND RESOLVING POTENTIAL CONFLICTS; AND (3) ENSURE THAT TRANSACTIONS ARE NEGOTIATED AT ARM'S LENGTH AND THAT PAYMENTS ARE AT FAIR MARKET VALUE. UNDER OUR POLICY, WHEN A CONFLICT ARISES, THE INDIVIDUAL ASSOCIATED WITH THE OUTSIDE ENTITY IN QUESTION MUST PROVIDE FULL DISCLOSURE AND COMPLETELY RECUSE HIM/HERSELF FROM ANY INSTITUTIONAL DECISION-MAKING ABOUT THE TRANSACTION. IN APPROPRIATE CIRCUMSTANCES, (I) THE CORPORATION MUST CONSIDER AT LEAST TWO ALTERNATIVE DISINTERESTED COMPETITIVE PROPOSALS; OR MUST DETERMINE THAT TWO SUCH COMPETITIVE PROPOSALS DO NOT EXIST OR THAT IT WOULD BE IMPRACTICAL TO ELICIT OR CONSIDER SUCH COMPETITIVE PROPOSALS; AND (II) THE CORPORATION MUST DETERMINE THAT, NOTWITHSTANDING THE APPARENT CONFLICT, THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AND IS IN THE BEST INTERESTS OF THE CORPORATION. A WRITTEN RECORD MUST BE MADE OF THESE DETERMINATIONS. FURTHERMORE, TRANSACTIONS THAT PRESENT PARTICULARLY SIGNIFICANT CONFLICTS ARE REVIEWED BY AN INDEPENDENT COMMITTEE OF MASS GENERAL BRIGHAM, WHICH REVIEW IS ALSO DOCUMENTED. CONFLICTS OF COMMITMENT BY THE MASS GENERAL BRIGHAM PRESIDENT AND CEO ARE ADDRESSED BY REQUIRING OUTSIDE ACTIVITIES TO BE APPROVED BY THE MASS GENERAL BRIGHAM BOARD CHAIR. * AS INSTITUTIONS ARE ADDED TO MASS GENERAL BRIGHAM INCORPORATED THERE IS A TRANSITION PERIOD. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION HAS A BOARD LEVEL COMPENSATION COMMITTEE THAT REVIEWS AND APPROVES THE COMPENSATION FOR ALL LISTED OFFICERS AND KEY EMPLOYEES EXCEPT THE SECRETARY. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD WHO ARE NOT EMPLOYED BY THE ORGANIZATION, AND NO MEMBER MAY PARTICIPATE IN THE REVIEW AND APPROVAL OF COMPENSATION IF THE MEMBER HAS A CONFLICT OF INTEREST WITH RESPECT TO THAT COMPENSATION ARRANGEMENT. THE COMMITTEE RELIES ON DATA, PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH INCLUDES COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS, IN FUNCTIONALLY COMPARABLE POSITIONS, AT SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN MINUTES OF THE MEETING. THIS REVIEW PROCESS OCCURS ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 18 | N/A |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS THE ORGANIZATION'S GOVERNING DOCUMENTS ARE FILED WITH THE MASSACHUSETTS SECRETARY OF STATE AND THE FINANCIAL STATEMENTS ARE FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL, ALL OF WHICH ARE OPEN TO PUBLIC INSPECTION. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FUNDED STATUS OF DEFINED BENEFIT PLANS 387,888,733. RETURN OF RISK BASED CAPITAL GUARANTY 50,000,000. HOLDING CO. ASSETS 13,747,384. NON-SERVICE RELATED PENSION INCOME 58,317,000. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| PARTNERS HEALTHCARE INTERNATIONAL LLC | |||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 205281203 | GLOBAL HEALTH CARE | MA | $10,030,835 | $11,728,877 | MGB |
| MERRIMACK VALLEY ENDOSCOPY LLC | |||||||||
| ONE PARKWAY | HAVERHILL | MA | 01830 | 043578297 | MEDICAL SERVICES | MA | $0 | $0 | MGBCP |
| PARTNERS INNOVATION II LLC | |||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 814444790 | INVESTMENTS | MA | $2,385,003 | $28,939,028 | MGB |
| MASS GENERAL BRIGHAM VENTURES LLC | |||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 814431654 | INVESTMENTS | MA | $0 | $0 | MGB |
| MASSACHUSETTS EYE & EAR ASSOCIATES LLC | |||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | 474262843 | BILLING SERVICES | MA | $0 | $0 | MEEA |
| WDPC ORTHOPEDICS LLC | |||||||||
| 789 CENTRAL AVENUE | DOVER | NH | 03820 | 824754998 | BILLING SERVICES | NH | $0 | $0 | WDH |
| PORTLAND INVESTMENTS-PIA LLC | |||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | INVESTMENTS | ME | $0 | $0 | PIA | |
| PORTLAND INVESTMENTS-EP LLC | |||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | INVESTMENTS | ME | $0 | $0 | PIA | |
| MASS GENERAL INTERNATIONAL LLC | |||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 831131673 | GLOBAL HEALTH CARE | MA | $2,287,000 | $5,652,000 | MGPO |
| CODAMETRIX LLC | |||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 823924135 | MEDICAL CODING SOFTWARE | MA | $4,906,000 | $307,000 | MGPO |
| COCHECO DEVELOPMENT LLC | |||||||||
| 95 MARKET STREET | MANCHESTER | NH | 03101 | ACQUISITION ENTITY | NH | $0 | $0 | WDH | |
| BRIGHAM HEALTH INTERNATIONAL LLC | |||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 831118331 | GLOBAL HEALTH CARE | MA | $4,623,000 | $5,248,000 | BH |
| SPAULDING INTERNATIONAL LLC | |||||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | 831146009 | GLOBAL HEALTH CARE | MA | $547,000 | $873,000 | SRH |
| MCLEAN INTERNATIONAL LLC | |||||||||
| 399 REVOLUTION DRIVE | SOMERVILLE | MA | 02145 | 371930840 | GLOBAL HEALTH CARE | MA | $978,000 | $728,000 | MCLEAN |
| MEEA - CAPE COD PHO LLC | |||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | 833091607 | BILLING SERVICES | MA | $0 | $0 | MEEA |
| MEEA - WINCHESTER PHO LLC | |||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | 833077580 | BILLING SERVICES | MA | $0 | $0 | MEEA |
| ALLWAYS HEALTH PARTNERS SELECT LLC | |||||||||
| 399 REVOLUTION DRIVE | SOMERVILLE | MA | 02145 | 844317115 | INSURANCE COMPANY - HMO | MA | $0 | $0 | AHP |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (58 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE MASSACHUSETTS GENERAL HOSPITAL (MGH) | |||||||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 041564655 | HEALTHCARE | MA | 501(C)(3) | 7 | MGB | Yes (1) | |||||
| THE GENERAL HOSPITAL COPORATION (GHC) | |||||||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 042697983 | HOSPITAL | MA | 501(C)(3) | 3 | MGH | Yes (1) | |||||
| MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC (MGPO) | |||||||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 042807148 | HEALTHCARE | MA | 501(C)(3) | 10 | MGH | Yes (1) | |||||
| THE MGH HEALTH SERVICES CORPORATION (HSC) | |||||||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 222717383 | HEALTHCARE | MA | 501(C)(3) | 12A | MGH | Yes (1) | |||||
| THE MGH INSTITUTE OF HEALTH PROFESSIONS INC (IHP) | |||||||||||||||
| 36 FIRST AVENUE | CHARLESTOWN | MA | 02129 | 042868893 | MED EDUCATION | MA | 501(C)(3) | 2 | MGH | Yes (1) | |||||
| MCLEAN HEALTHCARE INC (MHC) | |||||||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | 204572876 | ADMIN SUPPORT | MA | 501(C)(3) | 12A | MGH | Yes (1) | |||||
| THE MCLEAN HOSPITAL CORPORATION (MCL) | |||||||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | 042697981 | HOSPITAL | MA | 501(C)(3) | 3 | MHC | Yes (1) | |||||
| MARTHA'S VINEYARD HOSPITAL INC (MVH) | |||||||||||||||
| LINTON LANE PO BOX 1477 | OAK BLUFFS | MA | 02557 | 042104691 | HEALTHCARE | MA | 501(C)(3) | 3 | MGH | Yes (1) | |||||
| WNR INC (WNR) | |||||||||||||||
| 1 LINTON LANE | OAK BLUFFS | MA | 02557 | 043419920 | NURSING SVCS. | MA | 501(C)(3) | 10 | MVH | Yes (1) | |||||
| NANTUCKET COTTAGE HOSPITAL (NCH) | |||||||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | 042103823 | HOSPITAL | MA | 501(C)(3) | 3 | MGH | Yes (1) | |||||
| NANTUCKET COTTAGE HOSPITAL FOUNDATION INC (NCHF) | |||||||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | 043829745 | ADMIN SUPPORT | MA | 501(C)(3) | 12A | NCH | Yes (1) | |||||
| BRIGHAM HEALTH INC (BH) | |||||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 042921338 | ADMIN SUPPORT | MA | 501(C)(3) | 7 | MGB | Yes (1) | |||||
| THE BRIGHAM AND WOMEN'S HOSPITAL INC (BWH) | |||||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 042312909 | HOSPITAL | MA | 501(C)(3) | 3 | BH | Yes (1) | |||||
| BIOSCIENCES RESEARCH FOUNDATION INC (BRF) | |||||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 222483849 | PROMOTE RES. | MA | 501(C)(3) | 12A | BH | Yes (1) | |||||
| BWH RESEARCH INC (BWHR) | |||||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 043011445 | MED RESEARCH | MA | 501(C)(3) | 12A | BH | Yes (1) | |||||
| BRIGHAM COMMUNITY PRACTICES INC (BCP) | |||||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 222588069 | HEALTHCARE | MA | 501(C)(3) | 10 | BH | Yes (1) | |||||
| BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC (BWPO) | |||||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 043466314 | HEALTHCARE | MA | 501(C)(3) | 10 | BH | Yes (1) | |||||
| BRIGHAM MEDICAL RESEARCH AND EDUCATION FOUNDATION INC (MED) | |||||||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 043539249 | MED RES & EDU | MA | 501(C)(3) | 12A | BWPO | Yes (1) | |||||
| BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC (BWFH) | |||||||||||||||
| 1153 CENTRE STREET | BOSTON | MA | 02130 | 042768256 | HOSPITAL | MA | 501(C)(3) | 3 | BH | Yes (1) | |||||
| SPAULDING REHABILITATION INC (SR) | |||||||||||||||
| PRUDENTIAL TOWER 800 BOYLSTON STREE | BOSTON | MA | 02199 | 260003495 | ADMIN SUPPORT | MA | 501(C)(3) | 12A | MGB | Yes (1) | |||||
| THE SPAULDING REHABILITATION HOSPITAL CORPORATION (SRH) | |||||||||||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | 042551124 | HOSPITAL | MA | 501(C)(3) | 3 | SR | Yes (1) | |||||
| REHABILITATION HOSPITAL OF THE CAPE & ISLANDS CORPORATION (RHCI) | |||||||||||||||
| 311 SERVICE ROAD | EAST SANDWICH | MA | 02537 | 043071419 | HOSPITAL | MA | 501(C)(3) | 3 | SR | Yes (1) | |||||
| SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL INC (SKRH) | |||||||||||||||
| DOVE AVENUE | SALEM | MA | 01970 | 043067082 | HEALTHCARE | MA | 501(C)(3) | 3 | SR | Yes (1) | |||||
| MASS GENERAL BRIGHAM HOME CARE INC (MGBHC) | |||||||||||||||
| 281 WINTER STREET | WALTHAM | MA | 02451 | 042918280 | HOME HEALTH | MA | 501(C)(3) | 10 | SR | Yes (1) | |||||
| SPAULDING NURSING AND THERAPY CENTER BRIGHTON INC (SNTCB) | |||||||||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | 222632121 | HEALTHCARE | MA | 501(C)(3) | 3 | SR | Yes (1) | |||||
| NSMC HEALTHCARE INC (NSHC) | |||||||||||||||
| 81 HIGHLAND AVENUE | SALEM | MA | 01970 | 043294420 | ADMIN SUPPORT | MA | 501(C)(3) | 12A | MGB | Yes (1) | |||||
| NORTH SHORE MEDICAL CENTER INC (NSMC) | |||||||||||||||
| 81 HIGHLAND AVENUE | SALEM | MA | 01970 | 043399616 | HOSPITAL | MA | 501(C)(3) | 3 | NSHC | Yes (1) | |||||
| NORTH SHORE PHYSICIANS GROUP INC (NSPG) | |||||||||||||||
| 81 HIGHLAND AVENUE | SALEM | MA | 01970 | 043080484 | HEALTHCARE | MA | 501(C)(3) | 12A | NSHC | Yes (1) | |||||
| NEWTON-WELLESLEY HEALTH CARE SYSTEM(NWHC) | |||||||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 204295282 | ADMIN SUPPORT | MA | 501(C)(3) | 12A | MGB | Yes (1) | |||||
| NEWTON-WELLESLEY HOSPITAL (NWH) | |||||||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 042103611 | HOSPITAL | MA | 501(C)(3) | 3 | NWHC | Yes (1) | |||||
| NEWTON-WELLESLEY MEDICAL GROUP INC (NWMG) | |||||||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 222560501 | HEALTHCARE | MA | 501(C)(3) | 12A | NWHC | Yes (1) | |||||
| PARTNERS MEDICAL INTERNATIONAL INC (PMI) | |||||||||||||||
| 100 CAMBRIDGE STREET | BOSTON | MA | 02114 | 043197711 | MED. TRAINING | MA | 501(C)(3) | 12A | MGB | Yes (1) | |||||
| SPAULDING HOSPITAL-CAMBRIDGE INC (SHC) | |||||||||||||||
| 1575 CAMBRIDGE STREET | CAMBRIDGE | MA | 02138 | 270273715 | HOSPITAL | MA | 501(C)(3) | 3 | SR | Yes (1) | |||||
| NANTUCKET PHYSICIAN ORGANIZATION INC(NPO) | |||||||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | 264349357 | HEALTHCARE | MA | 501(C)(3) | 10 | MGH | Yes (1) | |||||
| ALLWAYS HEALTH PARTNERS INC (AHP) | |||||||||||||||
| 253 SUMMER STREET | BOSTON | MA | 02210 | 042932021 | INSURANCE | MA | 501(C)(4) | NONE | MGB | Yes (1) | |||||
| COOLEY DICKINSON HOSPITAL INC (CDH) | |||||||||||||||
| 30 LOCUST STREET | NORTHAMPTON | MA | 01060 | 222617175 | HOSPITAL | MA | 501(C)(3) | 3 | CDHC | Yes (1) | |||||
| VNA & HOSPICE OF COOLEY DICKINSON INC (VHCD) | |||||||||||||||
| 168 INDUSTRIAL DRIVE | NORTHAMPTON | MA | 01060 | 042104788 | HOME HEALTH | MA | 501(C)(3) | 10 | CDHC | Yes (1) | |||||
| COOLEY DICKINSON HEALTH CARE CORPORATION (CDHC) | |||||||||||||||
| 30 LOCUST STREET | NORTHAMPTON | MA | 01060 | 042103561 | ADMIN SUPPORT | MA | 501(C)(3) | 12B | MGH | Yes (1) | |||||
| CD PRACTICE ASSOCIATES INC (CDPA) | |||||||||||||||
| POBOX 911 | NORTHAMPTON | MA | 01060 | 043194547 | HEALTHCARE | MA | 501(C)(3) | 10 | CDHC | Yes (1) | |||||
| WENTWORTH-DOUGLASS HOSPITAL (WDH) | |||||||||||||||
| 789 CENTRAL AVE | DOVER | NH | 03820 | 020260334 | HOSPITAL | NH | 501(C)(3) | 3 | MGH | Yes (1) | |||||
| WENTWORTH-DOUGLASS PHYSICIAN CORPORATION (WDPC) | |||||||||||||||
| 789 CENTRAL AVE | DOVER | NH | 03820 | 020497927 | HEALTHCARE | NH | 501(C)(3) | 3 | WDH | Yes (1) | |||||
| WENTWORTH-DOUGLASS HOSPITAL & HEALTH FOUNDATION (WDHF) | |||||||||||||||
| 789 CENTRAL AVE | DOVER | NH | 03820 | 510491062 | SUPPORT | NH | 501(C)(3) | 12B | WDH | Yes (1) | |||||
| FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIMARY INC (FMMEI) | |||||||||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | 042785453 | SUPPORT | MA | 501(C)(3) | 7 | MGB | Yes (1) | |||||
| MASSACHUSETTS EYE & EAR INFIRMARY (MEEI) | |||||||||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | 042103591 | HOSPITAL | MA | 501(C)(3) | 3 | FMEEI | Yes (1) | |||||
| MASSACHUSETTS EYE & EAR ASSOCIATES INC (MEEA) | |||||||||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | 222658209 | HEALTHCARE | MA | 501(C)(3) | 10 | FMEEI | Yes (1) | |||||
| PARTNERS POOLED INVESTMENT HOLDINGS LLC (PPIH) | |||||||||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 821715859 | SUPPORT ORGANIZATION - HOLDS INTERESTS IN PPIA | MA | 501(C)(3) | 12A | MGB | Yes (1) | |||||
| MASS GENERAL BRIGHAM SPECIALTY PHARMACY INC (MGBSP) | |||||||||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 821707493 | SPECIALTY PHARMACY | MA | 501(C)(3) | 12A | MGB | Yes (1) | |||||
| MASS GENERAL BRIGHAM URGENT CARE LLC (MGBUC) | |||||||||||||||
| 920 WINTER STREET | WALTHAM | MA | 02451 | 471683619 | URGENT CARE CENTERS | MA | 501(C)(3) | 10 | MGB | Yes (1) | |||||
| HARBOR MEDICAL ASSOCIATES INC (HMA) | |||||||||||||||
| 541 MAIN STREET SUITE 400 | SO WEYMOUTH | MA | 02190 | 042702579 | PROVIDES PHYSICIAN SERVICES TO PATIENTS | MA | 501(C)(3) | 10 | BH | Yes (1) | |||||
| SOUTH SHORE ENDOSCOPY CENTER INC (SSEC) | |||||||||||||||
| 541 MAIN STREET SUITE 400 | SO WEYMOUTH | MA | 02190 | 043306443 | PROVIDES PHYSICIAN SERVICES TO PATIENTS | MA | 501(C)(3) | 10 | BH | Yes (1) | |||||
| MASS GENERAL BRIGHAM COMMUNITY PHYSICIANS INC (MGBCP) | |||||||||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 043236175 | ORGANIZE AND OPERATE PHYSICIAN NETWORK | MA | 501(C)(3) | 10 | MGB | Yes (1) | |||||
| EMBANKMENT SERVICES INC (ESI) | |||||||||||||||
| 14 DAVID MUGAR WAY | BOSTON | MA | 02114 | 043272965 | SUPPORT ORGANIZATION | MA | 501(C)(3) | 12A | FMEEI | Yes (1) | |||||
| CIRCLE COMPANY INC (CCI) | |||||||||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | 042801797 | TITLE HOLDING COMPANY | MA | 501(C)(25) | NONE | FMEEI | Yes (1) | |||||
| SCHEPENS EYE RESEARCH INSTITUTE INC (SERI) | |||||||||||||||
| 20 STANIFORD STREET | BOSTON | MA | 02114 | 042129889 | RESEARCH | MA | 501(C)(3) | 7 | FMEEI | Yes (1) | |||||
| MASS GENERAL BRIGHAM INTEGRATED CARE INC (MGBIC) | |||||||||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 841908707 | AMBULATORY CARE CENTERS | MA | 501(C)(3) | 10 | MGB | Yes (1) | |||||
| FRIENDS OF MASS GENERAL CANADA INC | |||||||||||||||
| ADVANCE EDUCATION THROUGH RESEARCH AT MGH | 12A | MGH | Yes (1) | 160 ELGIN STREET SUITE 2600 | OTTAWA | ONTARIO | CA | CA | |||||||
| ALLWAYS HEALTH PARTNERS HOLDING COMPANY INC (AHPHC) | |||||||||||||||
| 399 REVOLUTION DRIVE | SOMERVILLE | MA | 02145 | 831039882 | HOLDING COMPANY | MA | 501(C)(3) | 12B | MGB | Yes (1) | |||||
| STRAFFORD HEALTH ALLIANCE (SHA) | |||||||||||||||
| 200 ROUTE 108 NO 3 | SOMERSWORTH | NH | 03878 | 020389434 | PHYSICAL THERAPY & BREAST IMAGING SERVICES | NH | 501(C)(3) | 10 | WDH | Yes (1) | |||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHS BAY COLONY FUND LP | |||||||||||||
| 245 PARK AVENUE | NEW YORK | NY | 10167 | 133887448 | INVESTMENTS | DE | PPIA | EXCLUDED | -$592,755 | 0 | 0 | 0.93760 | |
| PARTNERS HEALTHCARE SYSTEM POOLED INVESTMENT ACCOUNTS LLC | |||||||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | 043268842 | INVESTMENTS | MA | MGB | EXCLUDED | $516,430,690 | 0 | Yes (1) | 1.00000 | $13,993,784,118 |
| PARTNERS INNOVATION FUND LLC | |||||||||||||
| 101 HUNTINGTON AVENUE | BOSTON | MA | 02199 | 262899986 | INVESTMENTS | MA | MGB | EXCLUDED | $27,231,119 | 0 | Yes (1) | 1.00000 | $74,819,947 |
| RADIATION THERAPY OF SOUTHEASTERN MA LLC | |||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02115 | 010873580 | RADIATION THERAPY SERVICES | MA | BH | EXCLUDED | -$743,980 | 0 | Yes (1) | 0.51000 | $4,772,711 |
| MASS GENERAL BRIGHAM ACO LLC | |||||||||||||
| 399 REVOLUTION DRIVE | SOMERVILLE | MA | 02145 | 812762122 | ACCOUNTABLE CARE ORGANIZATION | MA | MGB | EXCLUDED | -$3,520,449 | 0 | Yes (1) | 1.00000 | $21,184,282 |
| MCLEAN HOUSTON OCD PROGRAM LLC | |||||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | 843042963 | PSYCHIATRIC TREATMENT FACILLITY | TX | MCLEAN | EXCLUDED | -$5,663 | 0 | Yes (1) | 0.60000 | $6,740,348 |
| WENTWORTH SURGERY CENTER LLC | |||||||||||||
| 6 WORKS WAY | SOMERSWORTH | NH | 03878 | 900975583 | SURGICAL CENTER | NH | WDH | EXCLUDED | $251,938 | 0 | Yes (1) | 0.98000 | $1,244,694 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEWTON-WELLESLEY PHYSICIAN HOSPITAL ORGANIZATION INC | ||||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 043209749 | HEALTHCARE | MA | NWHC | C | $4,805,237 | $6,286,819 | 1.00000 | 0 |
| ALLWAYS HEALTH PARTNERS INSURANCE COMPANY | ||||||||||||
| 399 REVOLUTION DRIVE | SOMERVILLE | MA | 02145 | 830970929 | INSURANCE COMPANY | MA | MGB | C | $32,018,742 | $32,983,381 | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (88 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC | ||
| A | $179,156 | FMV |
| MARTHA'S VINEYARD HOSPITAL INC | ||
| A | $6,535 | FMV |
| THE MGH INSTITUTE OF HEALTH PROFESSIONS INC | ||
| A | $28,125 | FMV |
| THE BRIGHAM AND WOMEN'S HOSPITAL INC | ||
| A | $71,173,902 | FMV |
| THE GENERAL HOSPITAL CORPORATION | ||
| A | $17,359,459 | FMV |
| THE MASSACHUSETTS GENERAL HOSPITAL | ||
| A | $42,420,350 | FMV |
| THE MCLEAN HOSPITAL CORPORATION | ||
| A | $3,219,197 | FMV |
| THE SPAULDING REHABILITATION HOSPITAL CORPORATION | ||
| A | $279,610 | FMV |
| REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORPORATION | ||
| A | $188,529 | FMV |
| BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC | ||
| A | $408,053 | FMV |
| NORTH SHORE MEDICAL CENTER INC | ||
| A | $7,139,258 | FMV |
| NEWTON-WELLESLEY HOSPITAL | ||
| A | $7,509,391 | FMV |
| SPAULDING NURSING AND THERAPY CENTER BRIGHTON INC | ||
| A | $82,580 | FMV |
| SPAULDING REHABILITATION INC | ||
| A | $75,740 | FMV |
| MASS GENERAL BRIGHAM COMMUNITY PHYSICIANS INC | ||
| A | $7,725 | FMV |
| WENTWORTH-DOUGLASS HOSPITAL | ||
| A | $4,228,509 | FMV |
| MASSACHUSETTS EYE & EAR INFIRMARY | ||
| A | $5,565,155 | FMV |
| COOLEY DICKINSON HOSPITAL INC | ||
| A | $1,722,080 | FMV |
| MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC | ||
| A | $148,033 | FMV |
| MASS GENERAL BRIGHAM URGENT CARE LLC | ||
| B | $4,150,000 | FMV |
| SPAULDING REHABILITATION INC | ||
| B | $38,419,200 | FMV |
| NORTH SHORE MEDICAL CENTER INC | ||
| B | $601,607,418 | FMV |
| NEWTON-WELLESLEY PHYSICIAN HOSPITAL ORGANIZATION INC | ||
| B | $3,213,718 | FMV |
| MASS GENERAL BRIGHAM COMMUNITY PHYSICIANS INC | ||
| B | $3,752,921 | FMV |
| MASS GENERAL BRIGHAM INTEGRATED CARE INC | ||
| C | $1,318,481 | FMV |
| THE MASSACHUSETTS GENERAL HOSPITAL | ||
| C | $333,810,079 | FMV |
| THE GENERAL HOSPITAL CORPORATION | ||
| C | $94,261,238 | FMV |
| MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC | ||
| C | $15,577,969 | FMV |
| THE SPAULDING REHABILITATION HOSPITAL CORPORATION | ||
| C | $4,391,699 | FMV |
| REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORPORATION | ||
| C | $549,075 | FMV |
| THE MCLEAN HOSPITAL CORPORATION | ||
| C | $9,176,500 | FMV |
| COOLEY DICKINSON HOSPITAL INC | ||
| C | $1,179,372 | FMV |
| MASS GENERAL BRIGHAM HOME CARE INC | ||
| C | $2,195,397 | FMV |
| SPAULDING HOSPITAL-CAMBRIDGE INC | ||
| C | $1,412,037 | FMV |
| MARTHA'S VINEYARD HOSPITAL INC | ||
| C | $917,667 | FMV |
| WENTWORTH-DOUGLASS HOSPITAL | ||
| C | $5,425,300 | FMV |
| THE BRIGHAM AND WOMEN'S HOSPITAL INC | ||
| C | $305,505,342 | FMV |
| BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC | ||
| C | $13,489,814 | FMV |
| BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC | ||
| C | $2,009,060 | FMV |
| NORTH SHORE PHYSICIANS GROUP INC | ||
| C | $1,921,160 | FMV |
| NEWTON-WELLESLEY HOSPITAL | ||
| C | $53,392,131 | FMV |
| MASSACHUSETTS EYE & EAR INFIRMARY | ||
| C | $5,903,587 | FMV |
| SPAULDING NURSING AND THERAPY CENTER BRIGHTON INC | ||
| C | $314,791 | FMV |
| ALLWAYS HEALTH PARTNERS INC | ||
| C | $1,812,000 | FMV |
| BRIGHAM HEALTH INC | ||
| C | $54,963,051 | FMV |
| COOLEY DICKINSON HEALTH CARE CORPORATION | ||
| C | $3,832,959 | FMV |
| FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY INC | ||
| C | $4,370,237 | FMV |
| MCLEAN HEALTHCARE INC | ||
| C | $3,496,208 | FMV |
| THE MASSACHUSETTS GENERAL HOSPITAL | ||
| C | $63,389,393 | FMV |
| MARTHA'S VINEYARD HOSPITAL | ||
| C | $1,221,614 | FMV |
| NANTUCKET COTTAGE HOSPITAL | ||
| C | $890,057 | FMV |
| NSMC HEALTHCARE INC | ||
| C | $8,688,358 | FMV |
| NEWTON-WELLESLEY HEALTH CARE SYSTEM INC | ||
| C | $10,170,140 | FMV |
| SPAULDING REHABILITATION INC | ||
| C | $7,293,455 | FMV |
| WENTWORTH-DOUGLASS HOSPITAL | ||
| C | $7,133,751 | FMV |
| THE BRIGHAM AND WOMEN'S HOSPITAL INC | ||
| D | $37,040,000 | FMV |
| THE GENERAL HOSPITAL CORPORATION | ||
| D | $2,420,000 | FMV |
| THE MCLEAN HOSPITAL CORPORATION | ||
| D | $21,560,000 | FMV |
| NORTH SHORE MEDICAL CENTER INC | ||
| D | $32,100,000 | FMV |
| NEWTON-WELLESLEY HOSPITAL | ||
| D | $15,500,000 | FMV |
| MASSACHUSETTS EYE & EAR INFIRMARY | ||
| D | $6,500,000 | FMV |
| THE MASSACHUSETTS GENERAL HOSPITAL | ||
| K | $1,347,946 | FMV |
| THE MASSACHUSETTS GENERAL HOSPITAL | ||
| L | $69,559,917 | FMV |
| THE GENERAL HOSPITAL CORPORATION | ||
| L | $288,156,128 | FMV |
| MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC | ||
| L | $17,090,603 | FMV |
| THE SPAULDING REHABILITATION HOSPITAL CORPORATION | ||
| L | $14,175,653 | FMV |
| MASS GENERAL BRIGHAM HOME CARE INC | ||
| L | $5,421,075 | FMV |
| SPAULDING NURSING AND THERAPY CENTER BRIGHTON INC | ||
| L | $1,989,962 | FMV |
| SPAULDING HOSPITAL-CAMBRIDGE INC | ||
| L | $4,684,575 | FMV |
| SPAULDING REHABILITATION INC | ||
| L | $8,532,616 | FMV |
| REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORPORATION | ||
| L | $3,060,501 | FMV |
| MARTHA'S VINEYARD HOSPITAL INC | ||
| L | $4,999,805 | FMV |
| NANTUCKET COTTAGE HOSPITAL | ||
| L | $2,941,137 | FMV |
| THE MCLEAN HOSPITAL CORPORATION | ||
| L | $19,742,729 | FMV |
| THE MGH INSTITUTE OF HEALTH PROFESSIONS INC | ||
| L | $1,222,059 | FMV |
| WENTWORTH-DOUGLASS HOSPITAL | ||
| L | $23,265,800 | FMV |
| COOLEY DICKINSON HOSPITAL INC | ||
| L | $8,223,529 | FMV |
| BRIGHAM HEALTH INC | ||
| L | $49,136,537 | FMV |
| THE BRIGHAM AND WOMEN'S HOSPITAL INC | ||
| L | $230,408,502 | FMV |
| BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC | ||
| L | $12,848,249 | FMV |
| BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC | ||
| L | $22,431,298 | FMV |
| NORTH SHORE MEDICAL CENTER INC | ||
| L | $37,624,471 | FMV |
| NORTH SHORE PHYSICIANS GROUP INC | ||
| L | $10,932,383 | FMV |
| NEWTON-WELLESLEY HOSPITAL | ||
| L | $46,951,443 | FMV |
| NEWTON-WELLESLEY MEDICAL GROUP INC | ||
| L | $185,572 | FMV |
| MASSACHUSETTS EYE & EAR INFIRMARY | ||
| L | $30,130,865 | FMV |
| MASS GENERAL BRIGHAM COMMUNITY PHYSICIANS INC | ||
| L | $10,964,634 | FMV |
| ALLWAYS HEALTH PARTNERS INC | ||
| L | $6,912,101 | FMV |