2021-08-06T15:27:11-05:00 2020-09-30 ERNST & YOUNG US LLP 200 CLARENDON STREET BOSTON MA 02116 990 2019-10-01 042263040 Dana-Farber Cancer Institute Inc % MELISSA CHAMMAS DANA 6176323000 450 Brookline Avenue BP418 Boston MA 02215 MICHAEL L RENEY CFO & ASST TREASURER 2021-07-27 true EMILY CINCOTTA P01272146 6172662000 2021-07-26 2019 2022-09-23 18:48:47Z Laurie H Glimcher MD 450 BROOKLINE AVE Boston MA 02215 2007519961 false X www.dana-farber.org X 1951 MA THE MISSION OF DFCI IS TO PROVIDE EXPERT, COMPASSIONATE CARE TO CHILDREN AND ADULTS WITH CANCER & ADVANCE THE TREATMENT, CURE, AND PREVENTION OF CANCER & RELATED DISEASES. 60 59 6972 600 126581 0 604363420 629412126 1270430919 1310450921 2681916 1119608 108033389 64222756 1985509644 2005205411 5367834 3795934 0 0 608704290 660439151 4127668 2561617 38133765 1265093471 1302561710 1883293263 1969358412 102216381 35846999 3127097000 3905849954 1182642732 1750598738 1944454268 2155251216 X THE MISSION OF DANA-FARBER CANCER INSTITUTE IS TO OPERATE, CONDUCT AND SUPPORT AN INSTITUTE FOR RESEARCH INTO THE CAUSES, TREATMENT AND PREVENTION OF CANCER AND OTHER DISEASES IN CHILDREN AND ADULTS AND TO PROVIDE FOR THE CARE, TREATMENT AND NURSING OF PERSONS HAVING SUCH DISEASES, AND IN FURTHERANCE OF THE FOREGOING, TO CONSTRUCT, OPERATE AND MAINTAIN A HOSPITAL OR HOSPITALS, A CANCER CENTER AND OTHER FACILITIES IN BOSTON, MASSACHUSETTS, ANYWHERE IN THE UNITED STATES OF AMERICA OR ELSEWHERE IN THE WORLD TO PROVIDE FOR PERSONS WITH CANCER AND OTHER DISEASES REGARDLESS OF AGE; TO PROMOTE HEALTH CARE IN COMMUNITIES AROUND THE WORLD BY EDUCATING AND SUPPORTING OTHER PROVIDERS IN EFFECTIVE CANCER CARE AND RESEARCH; AND TO CARRY ON ALL ACTIVITIES RELATED OR INCIDENT THERETO INCLUDING, BUT WITHOUT LIMITATION HERETO, RESEARCH, STUDY, TEACHING, CLINICAL INVESTIGATION, CARE OF PATIENTS AND TRAINING OF MEDICAL STUDENTS, SCIENTISTS, NURSES, RESEARCH ASSISTANTS AND PARAMEDICAL PERSONNEL. false false 1154317979 0 1310450921 Clinical Care - SEE SCHEDULE O 593013789 0 0 Research - SEE SCHEDULE O 30034235 3795934 0 Community Benefits - SEE SCHEDULE O 0 0 0 1777366003 true true false true false false false false false true true false false true true false false true false false true false false true true false true true true true true true false false false false false true false false false false true false false false true true true true true false true 646 0 true 6972 true true true true CJ false false false true true false false false false true false X 60 59 true false false false false false false true true false false true true true true true true true true false AL AK AZ CA CO CT DC DE FL GA HI ID IL IN IA KS KY LA ME MH MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VI VA WA WV WI WY X MELISSA CHAMMAS 6175828311 450 BROOKLINE AVE BP418 Boston MA 02115 X Glimcher Laurie H MD Trustee, President and CEO 44.0 6.0 X X 1714926 36189 298313 Benz Edward J JR MD President and CEO Emeritus 50.0 0.0 X 1361343 0 57539 Reney Michael L CFO and Asst. 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MCDERMOTT, QUILTY & MILLER LLP PROVIDED STATE LEGISLATIVE AND GOVERNMENT RELATIONS CONSULTING ON HEALTH INTERESTS TO DFCI. CONFERENCE OF BOSTON HOSPITALS PROVIDED STATE AND FEDERAL LOBBYING SUPPORT TO DFCI. ALLIANCE OF DEDICATED CANCER CENTERS REPRESENTS THE NATION'S TEN FREESTANDING CANCER CENTERS. WE WORK TOGETHER ON FEDERAL REGULATORY, LEGISLATIVE AND REIMBURSEMENT ISSUES UNIQUE TO DEDICATED CANCER CENTERS. CQ Roll Call provides grassroots advocacy software used for emails and action alerts on advocacy issues which are sent to members of Dana-Farbers Legislative Action Network (LAN). DFCIs LAN advocates for legislation and policies that improve the lives of cancer patients. DFCI IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION AND THE MASSACHUSETTS HOSPITAL ASSOCIATION, NOT-FOR-PROFIT ORGANIZATIONS THAT REPRESENT AND ADVOCATE FOR THE COLLECTIVE INTERESTS OF THEIR MEMBER HOSPITALS AND HEALTH SYSTEMS THROUGH LEADERSHIP IN PUBLIC ADVOCACY, EDUCATION, AND INFORMATION. A PORTION OF THE MEMBERSHIP DUES TO THESE ORGANIZATIONS ARE USED FOR LOBBYING ACTIVITIES. ON OCCASION, DFCI EXECUTIVE LEADERSHIP MEET WITH STATE AND FEDERAL ELECTED OFFICIALS TO ADVOCATE FOR THE PASSAGE OF LEGISLATION AND FUNDING TO ADVANCE CANCER RESEARCH AND TREATMENT, AND LEGISLATION TO SUPPORT SERVICES FOR CANCER PATIENTS AND CANCER SURVIVORS. IN ADDITION, DFCI SUBMITS LETTERS AND/OR TESTIMONY TO ELECTED OFFICIALS AND POLICY MAKERS on these issues. 313020000 21879000 41043000 18521000 357421000 301578000 11140000 18454000 18152000 313020000 276248000 12288000 30131000 17089000 301578000 252162000 9815000 32600000 18329000 276248000 238449000 10151000 20243000 16681000 252162000 0.66610 0.33390 false true true 7640445 7640445 1254139876 563255508 690884368 215036102 104413612 110622490 436457968 334256112 102201856 134696994 134696994 1046046153 INTEREST IN DANA-FARBER, INC. 1740971675 MISCELLANEOUS ASSETS 538689578 INTEREST IN DFCCN 45917000 2325578253 0 AMOUNTS DUE 3RD PARTY PAYOR 57904330 RESEARCH ADVANCES 127047190 PROV FOR MED MALPRACTICE CLAIM 2979000 SWAP VALUATION LIABILITY 73351000 MISCELLANEOUS LIABILITIES 151827068 OPERATING LEASE LIABILITY 425408691 838517279 SCHEDULE D, PART V, LINE 4 USES OF ENDOWMENT FUNDS DANA-FARBER, INC. (DFI) A RELATED ORGANIZATION OF DANA-FARBER CANCER INSTITUTE, INC. (DFCI) HOLDS THE ENDOWMENTS FOR DFCI. AS DESCRIBED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS, DFCI'S ENDOWMENTS CONSIST SOLELY OF DONOR-RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR PURPOSES DIRECTLY RELATED TO DFCI'S EXEMPT MISSION AND PURPOSES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NEW ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. ALL USES OF DFCI'S ENDOWMENT FUNDS ARE IN FURTHERANCE OF DFCI'S EXEMPT MISSION AND PURPOSES. 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X true true X X X true X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X true X false X X X true X false false Part V, SECTION B, Line 5 IN SEPTEMBER 2019, DANA-FARBER'S BOARD OF TRUSTEES APPROVED THE 2020-2023 CANCER-FOCUSED COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IMPLEMENTATION PLAN TO ENSURE THAT OUR COLLECTIVE EFFORTS HAVE THE MAXIMUM POSSIBLE IMPACT WITHIN THE INSTITUTE'S PRIORITY NEIGHBORHOODS. DANA-FARBER'S COMMUNITY BENEFITS OFFICE RETAINED HEALTH RESOURCES IN ACTION (HRIA), A NON-PROFIT PUBLIC HEALTH CONSULTANCY ORGANIZATION IN BOSTON, TO UNDERTAKE A COMPREHENSIVE ASSESSMENT OF THE HEALTH NEEDS WITHIN OUR PRIORITY COMMUNITIES, INCLUDING HOW THOSE NEEDS ARE CURRENTLY BEING ADDRESSED AND WHERE THERE ARE OPPORTUNITIES TO ADDRESS THESE NEEDS IN THE FUTURE. DANA-FARBER'S 2020-2023 CANCER CHNA BUILDS OFF OF INFORMATION GATHERED FOR BOSTON'S FIRST LARGE-SCALE COLLABORATIVE CITYWIDE COMMUNITY HEALTH NEEDS ASSESSMENT IN WHICH TARGET NEIGHBORHOODS SUCH AS DORCHESTER, ROXBURY, JAMAICA PLAIN, MISSION HILL, AND MATTAPAN WERE INVESTIGATED THOROUGHLY. THE PURPOSE OF THE CHNA IS TO ADVANCE COMMUNITY EFFORTS AND PRIORITY AREAS BY: ASSESSING CANCER BURDEN IN THE COMMUNITY AS WELL AS ACCESS TO AND AVAILABILITY OF CANCER-RELATED SERVICES; IDENTIFYING KEY AREAS OF SIGNIFICANT COMMUNITY NEED AND VULNERABLE POPULATIONS; EXAMINING THE IMPACT AND ROLE OF SOCIAL DETERMINANTS OF HEALTH; AND FACILITATING THE DEVELOPMENT OF MULTI-YEAR IMPLEMENTATION STRATEGIES TO GUIDE THE HOSPITALS' COMMUNITY HEALTH INITIATIVES AND COMMUNITY INVESTMENTS. IN ADDITION TO IDENTIFYING BROAD HEALTH ISSUES FACING RESIDENTS, THE 2019 CHNA INVESTIGATES THE FULL CONTINUUM OF CANCER CARE; IT EXPLORES DIFFERENT ASPECTS OF CARE FROM INITIAL SCREENING, TO TREATMENT, AND CULMINATES WITH CONSIDERATIONS OF SURVIVORSHIP. THE BOSTON CHNA-CHIP COLLABORATIVE IS A NEW INITIATIVE THAT WAS CREATED AND LAUNCHED BY A NUMBER OF STAKEHOLDERS-COMMUNITY ORGANIZATIONS, HEALTH CENTERS, COMMUNITY DEVELOPMENT CORPORATIONS, HOSPITALS, AND THE BOSTON PUBLIC HEALTH COMMISSION. IT AIMS TO UNDERTAKE THE FIRST LARGE-SCALE COLLABORATIVE CITYWIDE COMMUNITY HEALTH NEEDS ASSESSMENT (BOSTON CHNA) AND COMMUNITY HEALTH IMPROVEMENT PLANNING (BOSTON CHIP) PROCESS. THE GOALS OF THE BOSTON CHNA ARE TO SYSTEMATICALLY IDENTIFY THE HEALTH-RELATED NEEDS, STRENGTHS, AND RESOURCES OF COMMUNITIES TO INFORM FUTURE PLANNING, UNDERSTAND THE CURRENT HEALTH STATUS OF BOSTON OVERALL AND ITS SUB-POPULATIONS WITHIN THEIR SOCIAL CONTEXT, AND MEET REGULATORY REQUIREMENTS FOR A NUMBER OF INSTITUTIONS, ORGANIZATIONS, AND AGENCIES (E.G. IRS REQUIREMENTS FOR NON-PROFIT HOSPITALS, PHAB FOR HEALTH DEPARTMENTS). DURING THE CITYWIDE CHNA: AS A MEMBER OF THE STEERING COMMITTEE AND CO-CHAIR OF THE COMMUNITY ENGAGEMENT WORK GROUP, DANA-FARBER WORKED CLOSELY WITH MEMBERS OF THE BOSTON CHNA/CHIP COLLABORATIVE TO CONDUCT A ROBUST DATA COLLECTION AND ENGAGEMENT PROCESS FOR THE BOSTON CHNA. CITYWIDE SURVEY ADMINISTERED ONLINE AND IN-PERSON IN 7 LANGUAGES (ENGLISH, SPANISH, PORTUGUESE, HAITIAN CREOLE, CHINESE, VIETNAMESE, AND ARABIC), ENGAGING OVER 90 ORGANIZATIONS AND OVER 2,400 BOSTON RESIDENTS, WITH A FOCUS ON TARGETING HARD TO REACH POPULATIONS NOT TYPICALLY REPRESENTED. A TOTAL OF 13 FOCUS GROUPS WERE CONDUCTED WITH SPECIFIC POPULATIONS, 45 INTERVIEWS WERE HELD WITH ORGANIZATIONAL AND COMMUNITY LEADERS ACROSS VARIOUS SECTORS TO GAUGE THEIR PERCEPTIONS OF COMMUNITY NEEDS, STRENGTHS, AND OPPORTUNITIES. SECTORS REPRESENTED IN THESE INTERVIEWS INCLUDED: PUBLIC HEALTH, HEALTH CARE, HOUSING AND HOMELESSNESS, TRANSPORTATION, COMMUNITY DEVELOPMENT, FAITH, EDUCATION, PUBLIC SAFETY, ENVIRONMENTAL JUSTICE, GOVERNMENT, WORKFORCE DEVELOPMENT, SOCIAL SERVICES, FOOD INSECURITY, AND BUSINESS ORGANIZATIONAL STAFF THAT WORK WITH SPECIFIC POPULATION SUCH AS YOUTH, SENIORS, DISABLED, LGBTQ, AND IMMIGRANTS. DURING THE CANCER CHNA: 8 FOCUS GROUPS WERE CONDUCTED WITH ADULT CANCER PATIENTS IN ACTIVE TREATMENT, SURVIVORS, AND CAREGIVERS IN ENGLISH, SPANISH, AND CHINESE. 7 CANCER-SPECIFIC KEY INFORMANT INTERVIEWS WERE HELD WITH CANCER REPRESENTATIVES FROM ROLES RELATED TO PRIMARY CARE, PATIENT NAVIGATION AND ADVOCACY. KEY INFORMANTS REPRESENTED A NUMBER OF SECTORS INCLUDING ACADEMIC RESEARCH, HEALTH CARE, PUBLIC HEALTH, SOCIAL SERVICE, AND CITY GOVERNMENT. DISCUSSIONS EXPLORED PARTICIPANTS' PERCEPTIONS OF THEIR COMMUNITIES, PRIORITY HEALTH CONCERNS, PERCEPTIONS OF CANCER AND RELATED SERVICES ACROSS THE CANCER CONTINUUM (PREVENTION, SCREENING, TREATMENT, SURVIVORSHIP), AND SUGGESTIONS FOR FUTURE SERVICES AND RESOURCES TO ADDRESS THESE ISSUES. THE STRATEGIES AND GOALS OUTLINED IN OUR 2020-2023 CHNA IMPLEMENTATION PLAN ARE A NATURAL CONTINUATION OF THE EFFORTS IDENTIFIED IN OUR 2016-2019 PLAN AND ARE DESIGNED TO ADVANCE AND STRENGTHEN OUR EXISTING COMMUNITY-BASED INITIATIVES WHILE ALSO SEEKING TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH THROUGH COLLABORATIVE PARTNERSHIPS. PART V, SECTION B, LINE 7A DFCI'S COMMUNITY HEALTH NEEDS ASSESSMENT REPORT IS AVAILABE ON THE DFCI WEBSITE. https://www.dana-farber.org/uploadedFiles/Pages/About_Us/Community_Outreac h/cancer-chna-report-2019.pdf PART V, SECTION B, LINE 10A DFCI'S IMPLEMENTATION STRATEGY IS AVAILABLE ON THE DFCI WEBSITE. https://www.dana-farber.org/uploadedFiles/Pages/About_Us/Community_Outreac h/chna-implementation-plan.pdf PART V, SECTION B, LINE 11 DANA-FARBER CANCER INSTITUTE ADDRESSED ALL THE NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT AND THE ACCOMPANYING IMPLEMENTATION PLAN. A FULL DESCRIPTION OF OUR PROGRAMS IS AVAILABLE ON OUR WEBSITE BOTH IN THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND IN THE COMMUNITY HEALTH IMPLEMENTATION PLAN. WHILE OUR EXPERTISE AS A COMPREHENSIVE CANCER CENTER LEADS US TO FOCUS LARGELY ON REDUCING CANCER INCIDENCE AND MORTALITY AMONG MEDICALLY UNDERSERVED POPULATIONS THROUGH OUR CLINICAL COMMUNITY SCREENING AND OUTREACH PROGRAMS THAT INCLUDE MOBILE MAMMOGRAPHY AND BREAST HEALTH EDUCATION, SKIN CANCER EDUCATION AND SCREENING, HPV EDUCATION AND VACCINATION, TOBACCO CESSATION AND INCREASING AWARENESS ABOUT SURVIVORSHIP IN COMMUNITIES OF COLOR, WE RECOGNIZE THAT OUR PRIORITY NEIGHBORHOODS ARE ALSO DEALING DISPROPORTIONATELY WITH CHALLENGING SITUATIONS RELATED TO SOCIAL AND ECONOMIC FACTORS SUCH AS LIMITED EMPLOYMENT OPPORTUNITIES, SUBSTANCE ABUSE AND OPIOID ADDICTION, LOW EDUCATION LEVELS, LACK OF AFFORDABLE HOUSING, AND COMMUNITY VIOLENCE, AMONG OTHERS. WE WORK ON THESE BROADER ISSUES BY ADVOCATING AND BY PARTNERING WITH LOCAL COALITIONS AND COMMUNITY BASED ORGANIZATIONS SUCH AS BOSTON ALLIANCE FOR COMMUNITY HEALTH AND MEMBER ORGANIZATIONS. PART V, SECTION B, LINE 16A DFCI'S FINANCIAL ASSISTANCE POLICY IS AVAILABLE ON THE DFCI WEBSITE. https://www.dana-farber.org/uploadedFiles/Pages/For_Patients_and_Families/ Care_and_Treatment/Support_Services_and_Amenities/financial-assistance-ful l-policy.pdf PART V, SECTION B, LINE 16B DFCI'S FINANCIAL ASSISTANCE POLICY APPLICATION FORM IS AVAILABLE ON THE DFCI WEBSITE. https://www.dana-farber.org/uploadedFiles/Pages/For_Patients_and_Families/ Care_and_Treatment/Support_Services_and_Amenities/financial-assistance-app lication.pdf PART V, SECTION B, LINE 16C DFCI'S FINANCIAL ASSISTANCE POLICY PLAIN LANGUAGE SUMMARY IS AVAILABLE ON THE DFCI WEBSITE. https://www.dana-farber.org/uploadedFiles/Pages/For_Patients_and_Families/ Care_and_Treatment/Support_Services_and_Amenities/financial-assistance-sum mary.pdf PART V, SECTION B, LINE 22 DEPENDING ON A PATIENT'S FINANCIAL SITUATION, FAP-ELIGIBLE PATIENTS WERE CHARGED BETWEEN 0% TO 30% OF BILLED CHARGES, WHICH WAS NOT MORE THAN THE AGB. IN FY20, DFCI DETERMINED AGB ON AN ANNUAL BASIS USING THE "LOOK-BACK METHOD," DESCRIBED UNDER TREASURY REGULATION SECTION 1.501(R)-5(B)(1). SPECIFICALLY, DFCI'S ANNUAL AGB PERCENTAGE WAS EQUAL TO SUM OF ALL GROSS CHARGES DURING THE PRIOR FISCAL YEAR DIVIDED BY CLAIMS PAID IN CONNECTION WITH THOSE CHARGES. FOR PURPOSES OF THE AGB CALCULATION, CLAIMS PAID INCLUDED CLAIMS FOR EMERGENCY AND MEDICALLY NECESSARY CARE PAID BY BOTH MEDICARE FEE-FOR-SERVICE AND ALL PRIVATE HEALTH INSURERS AS PRIMARY PAYERS, TOGETHER WITH ANY ASSOCIATED PORTIONS OF THESE CLAIMS PAID BY MEDICARE BENEFICIARIES OR INSURED INDIVIDUALS IN THE FORM OF CO-PAYMENTS, CO-INSURANCE OR DEDUCTIBLES. 1 DFNH ONCOLOGY-HEMATOLOGY ELLIOTT MED CENTER 40 BUTTRICK RD LONDONDERRY NH 03053 MED ONCOLOGY & INFUSION UNIT Part I, Line 3c IN ADDITION TO DETERMINING ELIGIBILITY FOR DISCOUNTED CARE BASED ON FAMILY INCOME, DFCI OFFERS ASSISTANCE TO PATIENTS WHO HAVE EXCESSIVE MEDICAL BILLS (EXCEEDING 30-40% OF FAMILY INCOME). Part I, Line 6a THE COMMUNITY BENEFIT REPORT WAS COMPLETED BY DFCI AND IS ANNUALLY PROVIDED TO THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE, WHERE IT IS THEN MADE PUBLIC ON ITS WEBSITE. Part I, Line 7 DFCI'S STATE COST REPORT WAS USED TO DEVELOP THE INSTITUTE'S COST TO CHARGE RATIO THAT WAS APPLIED TO CHARITY CARE CHARGES TO DETERMINE THE COST OF FINANCIAL ASSISTANCE (LINE 7A). LINE 7B REFLECTS THE SPECIFIC LOSS INCURRED FOR THE INSTITUTE'S MEDICAID ACTIVITY. THE INSTITUTE IS A PREEMINENT PROVIDER OF HEALTH TRAINING TO HEALTH PROFESSIONALS WHO DESIRE TRAINING IN THE SKILLS NECESSARY TO TREAT CANCER PATIENTS. THE INSTITUTE TRAINS PHYSICIANS, SCIENTISTS, MEDICAL STUDENTS AND INDIVIDUALS LOOKING TO CREATE A CAREER IN THE FIELD OF CANCER. THE AMOUNT REPORTED AS HEALTH TRAINING REPRESENT COSTS IN EXCESS OF AMOUNTS REIMBURSED BY THIRD PARTY PAYERS SUCH AS TRAINING GRANT REVENUES AND DIRECT MEDICAL EDUCATION PAYMENTS FROM THE MEDICARE PROGRAM. DEPARTMENT LEADERS SUBMIT EXPENDITURES TO COMMUNITY BENEFITS ALONG WITH A DESCRIPTION OF THE SERVICES PROVIDED TO MEDICALLY UNDERSERVED POPULATIONS. LINE 7F EXPENDITURES ARE REVIEWED BY LEADERSHIP AND IN PARTNERSHIP WITH DFCI'S OFFICE OF FINANCE, THE EXPENDITURES ARE APPROVED. THE AMOUNTS ARE CAPTURED IN THREE BUCKETS - CB EXPENDITURES (ALL PROGRAMS); LEVERAGED FUNDS (THOSE FUNDS SUPPORTED IN FULL OR PART THROUGH GRANTS/DONATIONS) AND COMMUNITY SPONSORSHIPS. Part II, Line 1 PHYSICAL IMPROVEMENTS AND HOUSING - DFCI PROVIDES A LIMITED NUMBER OF LOW COST ROOMS THAT SERVE AS A HOME AWAY FROM HOME FOR ONCOLOGY PATIENTS AND THEIR FAMILIES WHILE THEY ARE RECEIVING TREATMENT. Part II, Line 8 WORKFORCE DEVELOPMENT - TO ENCOURAGE UNDERREPRESENTED STUDENTS OF COLOR TO EXPLORE AND PURSUE CAREERS IN HEALTH AND SCIENCE, DANA-FARBER MAINTAINS EDUCATIONAL PARTNERSHIPS WITH BOSTON AREA HIGH SCHOOLS AND COLLEGES. DURING ACADEMIC YEAR 2020 20 STUDENTS PARTICIPATED IN A COLLEGE AND CAREER READINESS TRAINING PROGRAM. AN ADDITIONAL 57 STUDENTS WERE ENROLLED DURING THE 2020 SUMMER JOBS PROGRAM AT DANA-FARBER. ELIGIBLE STUDENTS EITHER ATTENDED OR GRADUATED FROM BOSTON PUBLIC SCHOOLS. DURING THE SUMMER PROGRAM, STUDENTS INTERNED THROUGH A HYBRID PROGRAM, SOME INTERNS SERVED DEPARTMENTS REMOTELY AND OTHERS WERE ON-SITE AT DANA-FARBER. ALL PARTICIPATED IN COLLEGE TOURS AND CAREER READINESS WORKSHOPS THAT WERE HELD VIRTUALLY. PART III, SECTION A, LINES 2 & 3 IN CALCULATING BAD DEBT EXPENSE, DFCI USES A COMBINATION OF ACTUAL BAD DEBT WRITE OFFS AND HISTORICAL BAD DEBT FACTORS IN DETERMINING WHICH CURRENT ACCOUNTS RECEIVABLE ARE NOT LIKELY TO BE COLLECTED. IN FY20, DFCI INCLUDED AN ADDITIONAL RESERVE FOR SOME INTERNATIONAL ACCOUNTS THAT WERE DEEMED NOT LIKELY TO BE COLLECTED. ADDITIONALLY, DFCI DETERMINES THE AMOUNT OF BAD DEBT ATTRIBUTABLE TO INDIVIDUALS WHO ARE ELIGIBLE FOR FINANCIAL ASSISTANCE BASED ON A HISTORICAL ESTIMATE OF THE PERCENTAGE OF PATIENTS THAT HAVE QUALIFIED FOR FINANCIAL ASSISTANCE, WHICH IS APPLIED AGAINST TOTAL BAD DEBT. PART III, SECTION A, LINE 4 CONSISTENT WITH THE INSTITUTE'S MISSION, CARE IS PROVIDED TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE INSTITUTE HAS DETERMIEND IT HAS PROVIDED IMPLICIT PRICE CONCESSIONS TO UNINSURED PATIENTS AND PATIENTS WITH OTHER UNINSURED BALANCES (E.G. COPAYS AND DEDUCTIBLES). THE IMPLICIT PRICE CONCESSIONS INCLUDED IN ESTIMATING THE TRANSACTION PRICE REPRESENT THE DIFFERENCE BETWEEN AMOUNTS BILLED TO PATIENTS AND THE AMOUNTS THE INSTITUTE EXPECTS TO COLLECT BASED ON ITS COLLECTION HISTORY WITH THOSE PATIENTS. PATIENTS WHO MEET THE INSTITUTE'S CRITERIA FOR CHARITY CARE ARE PROVIDED CARE WITHOUT CHARGE OR AT AMOUTNS LESS THAN ESTABLISHED RATES. THE INSTITUTE HAS DETERMINED THAT IT HAS PROVIDED SUFFICIENT IMPLICIT PRICE CONCESSIONS FOR THESE ACCOUNTS. PRICE CONCESSIONS, INCLUDING CHARITY CARE, ARE NOT REPORTED AS REVENUE. PART III, SECTION B, LINE 8 THE MEDICARE COST ON LINE 6 COMES FROM THE MEDICARE COST REPORT AND IS BASED ON MEDICARE'S COST FINDING PRINCIPLES AND METHODOLOGIES. WE STRONGLY BELIEVE THAT THE ENTIRE AMOUNT OF THE SHORTFALL OF $36,402,592 SHOULD BE TREATED AS A COMMUNITY BENEFIT AS THIS REPRESENTS THE INSTITUTE'S COMMITMENT TO THE ELDERLY AND DISABLED COMMUNITY BY PROVIDING SERVICES THAT ARE NOT REIMBURSED. PART III, SECTION C, LINE 9B WITHIN DFCI'S CREDIT AND COLLECTIONS POLICY THERE ARE PROVISIONS THAT DESCRIBE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE IN ACCORDANCE WITH FEDERAL AND MASSACHUSETTS LAW. Part V, Section A DFCI MAIN CAMPUS IS AT 450 BROOKLINE AVE., BOSTON, MA. DFCI'S SATELLITE LOCATIONS (BELOW) EACH OPERATE UNDER THE SAME HOSPITAL LICENSE. DANA-FARBER/BRIGHAM AND WOMEN'S CANCER CENTER AT MILFORD HOSPITAL 20 PROSPECT STREET, MILFORD, MA 01757 DANA-FARBER/BRIGHAM AND WOMEN'S CANCER CENTER AT SOUTH SHORE HOSPITAL 101 COLUMBIAN STREET, SOUTH WEYMOUTH, MA 02190 DANA-FARBER AT ST. ELIZABETH'S MEDICAL CENTER 736 CAMBRIDGE STREET, CUSHING PAVILION, 5TH FLOOR, BRIGHTON MA 02135, DANA-FARBER CANCER INSTITUTE CHESTNUT HILL 300 BOYLSTON STREET NEWTON MA 02459, DANA-FARBER CANCER INSTITUTE -MERRIMACK VALLEY 5 BRANCH STREET METHUEN, MA 01844. Part VI, Line 2 DANA-FARBER CANCER INSTITUTE CONTINUOUSLY ASSESSES THE COMMUNITY NEEDS THROUGH OUR PARTICIPATION IN COMMUNITY COALITIONS, TASK FORCES, WORKING GROUPS AND DIRECT COMMUNICATION WITH THE COMMUNITY RESIDENTS THAT SERVE ON OUR EXTERNAL ADVISORY COMMITTEE AND ON OUR PATIENT AND FAMILY ADVISORY BOARD. A FULL DESCRIPTION OF OUR COMMUNITY ENGAGEMENT PROCESS CAN BE FOUND ON OUR WEBSITE BOTH IN THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND IN THE COMMUNITY HEALTH IMPLEMENTATION PLAN. Part VI, Line 3 DFCI IS COMMITTED TO OFFERING FINANCIAL ASSISTANCE TO ELIGIBLE PATIENTS WHO DO NOT HAVE THE ABILITY TO PAY FOR THEIR MEDICAL SERVICES IN WHOLE OR IN PART. IN ORDER TO ACCOMPLISH THIS CHARITABLE GOAL, DFCI WIDELY PUBLICIZES ITS PATIENT FINANCIAL ASSISTANCE (PFA) POLICY WITHIN ITS FACILITIES, IN DIRECT COMMUNICATIONS WITH PATIENTS AND IN THE COMMUNITIES THAT IT SERVICES, PARTICULARLY IN THE COMMUNITIES WITH THE GREATEST UNMET HEALTH NEEDS. THE PFA POLICY, A PLAIN LANGUAGE PFA SUMMARY AND THE PFA APPLICATION ARE POSTED ON DFCI'S WEBSITE IN ENGLISH AND SPANISH. IN ADDITION, INFORMATION ABOUT THE PFA IS PROVIDED TO ALL PATIENTS AT REGISTRATION AND/OR ADMISSION, AND IS AVAILABLE UPON REQUEST, WITHOUT CHARGE, THROUGH A DFCI FINANCIAL COUNSELOR, CUSTOMER SERVICE REPRESENTATIVE, OR BY MAIL. FOLLOWING CARE, ALL BILLING STATEMENTS SENT TO A PATIENT INDICATE HOW THE PATIENT CAN OBTAIN INFORMATION ABOUT THE PFA POLICY. IN COLLABORATION WITH DFCI'S COMMUNITY PARTNERS, INFORMATION ABOUT THE FAP IS SHARED WITH RESIDENTS OF DFCI'S PRIORITY NEIGHBORHOODS. EFFORTS TO NOTIFY COMMUNITY MEMBERS MOST LIKELY TO REQUIRE ASSISTANCE INCLUDE DISTRIBUTING PLAIN LANGUAGE SUMMARIES OF THIS POLICY TO LOCAL COMMUNITY HEALTH CENTERS AND OTHER NON-PROFIT ORGANIZATIONS. Part VI, Line 4 DFCI SERVES THE COMMUNITY OF EASTERN MASSACHUSETTS AND NEW ENGLAND, INCLUDING THE COMMUNITIES SURROUNDING ITS PRIMARY LOCATION IN BOSTON AND ITS SATELLITE LOCATIONS IN MILFORD, MASSACHUSETTS, WEYMOUTH, MASSACHUSETTS, BRIGHTON, MASSACHUSETTS, NEWTON, MASSACHUSETTS, METHUEN, MASSACHUSETTS AND LONDONDERRY, NEW HAMPSHIRE. DFCI'S COMMUNITY INCLUDES ADULTS AND CHILDREN WITH CANCER OR AT RISK OF DEVELOPING CANCER, AND THEIR FAMILIES. DFCI FOCUSES ITS COMMUNITY OUTREACH EFFORTS ON ITS PRIORITY BOSTON NEIGHBORHOODS OF ROXBURY, MISSION HILL, DORCHESTER, MATTAPAN AND JAMAICA PLAIN (WHICH COLLECTIVELY COMPRISE 39% OF BOSTON'S OVERALL POPULATION). TWO OF BOSTON'S MOST POPULATED NEIGHBORHOODS ARE DFCI'S PRIORITY NEIGHBORHOODS-DORCHESTER WITH 122,598 RESIDENTS, FOLLOWED BY ROXBURY WITH 49,028. WHITE RESIDENTS NOW MAKE UP LESS THAN HALF OF THE CITY'S RACIAL AND ETHNIC COMPOSITION (46%). BLACK OR AFRICAN AMERICAN RESIDENTS WERE THE SECOND LARGEST RACIAL AND ETHNIC GROUP (23%), FOLLOWED BY HISPANICS (18%) AND ASIANS (9%). THERE IS SUBSTANTIAL VARIATION IN THE RACIAL AND ETHNIC DIVERSITY BY DFCI PRIORITY NEIGHBORHOOD, WITH NEARLY THREE-QUARTERS OF MATTAPAN RESIDENTS AND HALF OF ROXBURY RESIDENTS IDENTIFYING AS BLACK OR AFRICAN AMERICAN. AMONG DFCI PRIORITY NEIGHBORHOODS, ROXBURY AND JAMAICA PLAIN HAVE THE LARGEST HISPANIC POPULATIONS WITH 29% AND 24% RESPECTIVELY, WHILE MISSION HILL AND DORCHESTER HAVE THE LARGEST ASIAN POPULATIONS AMONG THE PRIORITY NEIGHBORHOODS WITH 14% AND 10% RESPECTIVELY. THE MEDIAN INCOMES OF DFCI'S PRIORITY COMMUNITIES ARE GENERALLY MUCH LOWER THAN BOSTON OVERALL, WITH ROXBURY AT A MEDIAN INCOME OF $25,254, MISSION HILL AT $35,020, AND MATTAPAN AT $42,206. MANY OF DFCI'S PRIORITY NEIGHBORHOODS, ROXBURY AND MATTAPAN, ARE MORE LIKELY TO HAVE A GREATER POPULATION AT THE LOWER END OF THE INCOME SPECTRUM. RESIDENTS IN DFCI'S PRIORITY NEIGHBORHOODS APPEAR TO EXPERIENCE HIGHER RATES OF POVERTY THAN BOSTON OVERALL. FEMALE HEADED HOUSEHOLDS ARE ESPECIALLY VULNERABLE, WITH 45% OF ROXBURY FEMALE-HEADED HOUSEHOLDS LIVING BELOW THE POVERTY LINE. DESPITE ITS STATEWIDE REACH AND SERVICES PROVIDED THROUGH OUR SATELLITE OPERATIONS IN WEYMOUTH, ALLSTON/BRIGHTON, AND MILFORD, DANA-FARBER'S PRIORITIZATION OF THESE FIVE NEIGHBORHOODS WITHIN ITS LOCAL SERVICE AREA REFLECTS A COMMITMENT TO REDUCING DISPARITIES IN CANCER CARE AND IMPROVING THE HEALTH AND WELL-BEING OF NEIGHBORHOOD RESIDENTS. THROUGH OUR COLLABORATIVE APPROACH, THE SATELLITE LOCATIONS HAVE AGREED TO LEVERAGE EACH OTHER'S CANCER CONTROL EXPERTISE TO EXPAND AND STRENGTHEN OUR PROGRAMS SUCH AS BRINGING CANCER PREVENTION EFFORTS IN SPANISH TO THE WEYMOUTH AREA. THE ALLSTON/BRIGHTON SATELLITES HAVE ALSO MUTUALLY AGREED TO CONTINUE TO WORK TOGETHER TO STRENGTHEN MAMMOGRAPHY SCREENING RATES THROUGH OUR PARTNERSHIP WITH THE LOCAL COMMUNITY HEALTH CENTER AND TO EXPLORE OTHER OPPORTUNITIES TO HAVE GREATER IMPACT ON THE HEALTH AND WELL-BEING OF LOCAL RESIDENTS. DANA-FARBER ALSO AIMS TO PRIORITIZE POPULATIONS DISPROPORTIONATELY IMPACTED BY CANCER, INCLUDING DIVERSE RACIAL AND ETHNIC POPULATIONS, INDIVIDUALS FROM LOW SOCIOECONOMIC BACKGROUNDS, AND IMMIGRANTS. BASED ON THE CHNA DATA, THE POPULATIONS BELOW APPEAR TO HAVE DISPROPORTIONATELY HIGHER LEVELS OF DISEASE RISK AND BURDEN, WARRANTING INCREASED ATTENTION. Part VI, Line 5 DANA-FARBER'S 2020-2023 COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN PROVIDE A ROBUST DESCRIPTION OF OUR COMPREHENSIVE CANCER CONTROL PROGRAMS AND SERVICES. THE REPORT ALSO PROVIDES A SUMMARY OF ACCOMPLISHMENTS FROM OUR LAST NEEDS ASSESSMENT AND SETS FORTH OUR COMMITMENT TO ADDRESSING THE NEW OPPORTUNITIES TO REDUCE THE CANCER BURDEN IN MEDICALLY UNDERSERVED COMMUNITIES IN BOSTON. THE REPORTS CAN BE FOUND USING THE FOLLOWING LINKS: COMMUNITY HEALTH NEEDS ASSESSMENT - https://www.dana-farber.org/uploadedFiles/Pages/About_Us/Community_Outreac h/cancer-chna-report-2019.pdf IMPLEMENTATION PLAN - https://www.dana-farber.org/uploadedFiles/Pages/About_Us/Community_Outreac h/chna-implementation-plan.pdf IN ADDITION, DFCI FURTHERS ITS EXEMPT PURPOSE BY PROMOTING THE HEALTH OF THE COMMUNITY THROUGH DEVOTING THE VAST MAJORITY OF ITS SURPLUS FUNDS TO INSTITUTIONAL SUPPORTED RESEARCH (131 MILLION), BY PROVIDING FINANCIAL ASSISTANCE TO PATIENTS UNABLE TO AFFORD CARE AND BY MAINTAINING A COMMUNITY BOARD. Part VI, Line 7 DFCI FILES ITS COMMUNITY BENEFIT REPORT WITH THE STATE OF MASSACHUSETTS. true AMERICAN CANCER SOCIETY 250 Williams St Atlanta GA 30303 131788491 501(c)(3) 10000 CANCER RES AND DEVLP Asian Women for Health 83 Wallace St Sommerville MA 02144 320390494 501(c)(3) 10000 COMMUNITY SUPPORT BIOMEDICAL SCIENCE CAREERS PROGRAM 164 Longwood Ave No 204 Boston MA 02115 043241307 501(c)(3) 7500 CANCER RES AND DEVLP BOSTON MUNICIPAL RESEARCH BUREAU 333 Washington St 3854 Boston MA 02108 222673755 501(c)(3) 10000 CANCER RES AND DEVLP BOSTON PRIVATE INDUSTRY COUNCIL 2 Oliver St Boston MA 02109 042676661 501(c)(3) 10000 CANCER RES AND DEVLP Charles River Community Health 495 Western Ave Brighton MA 02135 237221597 501(c)(3) 40000 COMMUNITY SUPPORT City of Boston City Hall Plaza Boston MA 02114 046001380 115 998480 COMMUNITY PRTNRSHIP CONEXION INC 75 State St 9th Floor Boston MA 02109 208056726 501(c)(3) 11500 Community Support The Urban Food Initiative 420 Washington St Dorchester MA 02124 460673197 501(c)(3) 20000 Community Support Dimock Center 55 Dimock St Roxbury MA 02119 043487835 501(c)(3) 20000 Community Support Enhance Asian Community on Health 1 Frankline St 1207 Boston MA 02110 472130807 501(c)(3) 10000 Community Support Friends of Dana-Farber 450 Brookline Ave Boston MA 02215 371613621 501(c)(3) 50000 CANCER RES AND DEVLP Inquilinos Boricuas en Accion (IBA) 405 Shawmut Ave Boston MA 02118 237090081 501(c)(3) 10000 COMMUNITY SUPPORT Latino Health Insurance Program 88 Waverly St 1st Fl Framingham MA 01702 300614874 501(c)(3) 20000 COMMUNITY SUPPORT LEUKEMIA & LYMPHOMA SOCIETY INC 1311 MAMARONECK AVE WHITE PLANES NY 10605 135644916 501(c)(3) 40000 CANCER RES AND DEVLP Madison Park Development Corporation 184 Dudley St Roxbury MA 02119 237164223 501(c)(3) 40000 COMMUNITY SUPPORT NATIONAL MEDICAL FELLOWSHIPS INC 12 East 46th St No 5E New York NY 10017 010963657 501(c)(3) 7500 CANCER RES AND DEVLP NETWORK EXCELLENCE IN HEALTH INNOVATION 133 Federal St 9th Fl Boston MA 02110 010624865 501(c)(3) 8250 CANCER RES AND DEVLP PROSTATE HEALTH EDUCATION NETWORK INC 500 Victory Rd 4th FL Quincy MA 02453 331042404 501(c)(3) 30000 CANCER RES AND DEVLP RESEARCH AMERICA 241 18th St South 501 Arlington VA 22202 521609875 501(c)(3) 8600 CANCER RES AND DEVLP Roxbury Tenants of Harvard 11 New Whitney Street Boston MA 02215 042555987 501(c)(3) 10000 COMMUNITY SUPPORT Sociedad Latina 1530 Tremont St Boston MA 02120 042678255 501(c)(3) 20000 COMMUNITY SUPPORT Susan G Komen breast cancer foundation 5005 lBJ Freeway Suite 526 Dallas TX 75244 751835298 501(c)(3) 10000 CANCER RES AND DEVLP THE BREAST CANCER RESEARCH FOUNDATION 60 EAST 56TH ST 8TH FL NEW YORK NY 10022 133727250 501(c)(3) 15000 CANCER RES AND DEVLP THE LUSTGARTEN FOUNDATION 414 Crosswars Park Drive Woodbury NY 11797 311611837 501(c)(3) 6000 CANCER RES AND DEVLP THE PARTNERSHIP INC 1201 N Orange St 200 Wlimington DE 19801 510385339 501(c)(3) 7000 COMMUNITY SUPPORT Union Capital Boston 1544 Columbus Ave Boston MA 02119 471136081 501(c)(3) 20000 COMMUNITY SUPPORT UNITED WAY OF MASSACHUSETTS BAY 51 Sleeper St Boston MA 02210 042382233 501(c)(3) 10000 Community Support Whittier Street Health Center 1125 TREMONT STREET ROXBURY MA 02120 042619517 501(c)(3) 35000 COMMUNITY SUPPORT 28 1 Patient Assistance 324 299459 Patient Assistance 2835 1841566 FMV ASST LIVING & TRAVEL Schedule I, Part I, Line 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS All grants and donations to Domestic Organizations were given to 501(c)(3) organizations to fulfill their missions, or government entities. All grant funds to individuals were provided based on either (and only) 1) means-tested financial need, or 2) clinically-determined improvement to quality-of-life. X X X X X false true false false false false false true false Glimcher Laurie H MD Trustee, President and CEO 1169192 36189 414966 0 130768 0 285196 0 13117 0 2013239 36189 0 0 Benz Edward J JR MD President and CEO Emeritus 754765 0 0 0 606578 0 39555 0 17984 0 1418882 0 278626 0 Reney Michael L CFO and Asst. Treasurer 666922 0 115046 0 53769 0 39555 0 6060 0 881352 0 0 0 Winer Eric MD CHIEF of Div of WMNS Cancers 574540 0 116013 0 121726 0 39555 0 14704 0 866538 0 0 0 BUNNELL CRAIG A MD Chief Medical Officer 627785 0 114334 0 49525 0 39555 0 6398 0 837597 0 0 0 Soiffer Robert MD Chief of Hemotologic Malig. 560848 0 128831 0 52966 0 39555 0 19270 0 801470 0 0 0 Constantine Michael MD Milford Med Dir-Hematology 632734 0 44634 0 49688 0 25555 0 32457 0 785068 0 0 0 Rollins Barrett J MD PHD Chief Scientific Officer 573649 0 99272 0 49868 0 39554 0 20757 0 783100 0 0 0 Armstrong Scott MD Chair of Pediatric Oncology 570268 0 98851 0 41808 0 39555 0 28929 0 779411 0 0 0 Terwilliger James COO & EVP 615355 0 75000 0 62679 0 0 0 18801 0 771835 0 0 0 JOHNSON BRUCE MD Chief Clinical Research Off 538714 0 100122 0 55116 0 38033 0 22308 0 754293 0 0 0 Boskey Richard S ESQ Asst. SEC. & General Counsel 525869 0 91695 0 43337 0 39555 0 30797 0 731253 0 0 0 Griffin James D MD PROFESSOR OF MEDICINE 602459 0 0 0 54800 0 39556 0 25388 0 722203 0 0 0 Hahn William MD PHD CHIEF OPER OFF (AS OF 7/1/20) 515098 0 88740 0 31711 0 39555 0 3897 0 679001 0 0 0 Duval Melany SVP of DEVELOPMENT 596577 0 0 0 57383 0 0 0 18320 0 672280 0 0 0 Megdal Maria SVP of Institute Operations 413273 0 79850 0 18910 0 39555 0 19559 0 571147 0 0 0 Stone Richard M MD PROFESSOR OF MEDICINE 432869 0 25489 0 32731 0 39555 0 27989 0 558633 0 0 0 Memmott Drew SVP Research Administration 386334 0 67299 0 15561 0 39555 0 27738 0 536487 0 0 0 EBERT BENJAMIN MD PHD Chair of Med Oncology 163166 0 220677 0 103252 0 20197 0 25557 0 532849 0 0 0 Liebow Elizabeth CHIEF STRATEGY OFFICER 369258 0 60343 0 13282 0 39555 0 28027 0 510465 0 0 0 Bird Karen FORMER OFFICER 424254 0 0 0 5029 0 0 0 32188 0 461471 0 0 0 PUHY DOROTHY FORMER COO & EVP 120964 0 186029 0 87007 0 13944 0 1568 0 409512 0 0 0 Gettleman Wendy VP of Facilities Mgmt & RE 285699 0 27652 0 1088 0 39258 0 35328 0 389025 0 0 0 Bartel Sylvia R Ph MHP VP of Pharmacy Services 268937 0 25183 0 7883 0 39555 0 36925 0 378483 0 0 0 Paresky Susan FORMER SVP of Development 0 0 106924 0 41768 0 0 0 0 0 148692 0 0 0 SCHEDULE J, PART I, LINE 4B The following individuals participate in 457(f) plans established by DFCI; taxable amounts are included in reportable compensation in schedule J, Part II, column (B)(iii): GLIMCHER, LAURIE, MD 116,290 BENZ, EDWARD J. JR., MD 583,720 RENEY, MICHAEL 48,888 WINER, ERIC, MD 37,608 BUNNELL, CRAIG A. MD 43,896 SOIFFER, ROBERT, MD 35,695 CONSTANTINE, MICHAEL, MD 44,990 ROLLINS, BARRETT J., MD, PHD 37,386 ARMSTRONG, SCOTT, MD 37,079 JOHNSON, BRUCE MD 32,942 BOSKEY, RICHARD S., ESQ 31,861 GRIFFIN, JAMES D., MD 41,310 HAHN, WILLIAM, MD, PHD 29,706 MEGDAL, MARIA 17,314 STONE, RICHARD M., MD 19,904 MEMMOTT, DREW 14,072 LIEBOW, ELIZABETH 11,888 PUHY, DOROTHY 83,388 PARESKY, SUSAN 41,768 SCHEDULE J, PART I, LINE 7 DURING THE YEAR, THE CEO, COO, CFO, GENERAL COUNSEL AND CERTAIN KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES WERE ELIGIBLE TO RECEIVE AN INCENTIVE PAYMENT, A PORTION OF WHICH HAS A NON-FIXED PAYMENT PAYABLE AT THE DISCRETION OF THE CEO AND IN THE CASE OF THE CEO, THE BOARD OF TRUSTEES, IF THE ORGANIZATION MEETS CERTAIN FINANCIAL PERFORMANCE GOALS. THE MAXIMUM NON-FIXED PORTION OF THESE INCENTIVE PAYMENTS IS BETWEEN 8% (CEO - 40% MAX, OF THAT 32% TEAM, 8% INDIVIDUAL) AND 4% (SVP - 20% MAX, OF THAT 16% TEAM AND 4% INDIVIDUAL; VP - 10% MAX, OF THAT 6% TEAM AND 4% INDIVIDUAL). OTHER REPORTABLE COMPENSATION INCLUDES CURRENT YEAR VESTING AMOUNTS IN DANA-FARBER INSTITUTE'S SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. COMPENSATION FOR KAREN BIRD, FORMER CHIEF FINANCIAL OFFICER, IS PRIMARILY DERIVED FROM HER WORK AS EXECUTIVE DIRECTOR OF THE ALLIANCE OF DEDICATED CANCER CENTERS (ADCC). THE ADCC FULLY REIMBURSES DANA-FARBER CANCER INSTITUTE, INC. FOR HER COMPENSATION AND BENEFITS RELATED TO HER WORK AT ADCC. THE REMAINDER OF HER COMPENSATION IS DERIVED FROM HER WORK AS A SENIOR POLICY ADVISOR FOR DANA-FARBER CANCER INSTITUTE, INC. A Massachusetts Development Finance Agency 042456011 57586CZ24 2008-05-22 236234830 See Part VI true false false B Massachusetts Development Finance Agency 043431814 2012-07-02 57500000 See Part VI false false false C Massachusetts Development Finance Agency 043431814 2015-08-03 92500000 See Part VI false false false D Massachusetts Development Finance Agency 043431814 5758XNZ01 2016-06-23 281786480 See Part VI false false false A 150000000 71025000 302259341 0 4119476 0 2015100 116494 0 90335422 205672849 0 2011 true false true true B 0 0 57500000 0 0 0 0 0 0 0 57500000 0 2012 true false true true C 0 0 92500000 0 0 0 0 0 0 0 92500000 0 2015 true false true true D 0 0 282856392 0 1655104 0 2486701 0 0 282856392 0 0 2019 false false true true A false false true true true true 0 false false false true B false false true true true true 0 false false false true C false false true true true true 0 false false false true D false false false true true 0 false false false true A false false false true true true MORGAN STANLEY 39.8 false false true TRINITY FUNDING 2.8 true false true B false false false true true true MORGAN STANLEY 39.8 false false false 0 false true C false false false true true true MORGAN STANLEY 39.8 false false false 0 false true D false false false true false false 0 false 0 false true A true B true C true D true Schedule K, PART I (BOND ISSUES): A (a) Issuer name: Massachusetts Health and Educational Facilities Authority, succeeded by Massachusetts Development Finance Agency A (f) Description of purpose: The bond issue was used to refund Pool J-1 issued on June 30, 1993; Pool J-2 issued on June 8, 1995; Pool M-2 issued on May 30, 2002; Series H issued on May 4, 2004; Series I issued on February 8, 2007 and to partially finance the construction of the Yawkey Center for Cancer Care. A (g) Defeased: Issuance A consisted of Series L and Series K. DFCI has refunded the $71,025,000 outstanding principal amount of Series K bonds, which Bonds were defeased and paid, together with accrued interest thereon, on September 3, 2019. B (f) Description of purpose: The bond issue was used to refund part of Series L-2 bonds issued on 5/22/2008. C (f) Description of purpose: The bond issue was used to refund Series L-1 bonds issued on 5/22/2008. D (f) Description of purpose: The bond issue was used to partially cover the acquisition and fit-out of research space and vivarium at the Longwood Center; to partially cover the replacement of HVAC system at the Smith Building; to cover the relocation to, reconstruction and equipping of the Institute's Cell Manipulation Core Facility; and to cover the costs of bond issuance and interest during the construction period as well as other capital projects. E (f) Description of purpose: The bond issue was used to refund Series K bonds issued on 5/22/2008. Schedule K, PART IV (ARBITRAGE): A 2(c) Did the following apply "No rebate due" - rebate calculation was performed in November 2020 B 2(c) Did the following apply "No rebate due" - rebate calculation was performed in November 2020 C 2(c) Did the following apply "No rebate due" - rebate calculation was performed in November 2020 D 2(c) Did the following apply "No rebate due" - rebate calculation was performed in November 2020 E 2(c) Did the following apply "No rebate due" - rebate calculation was performed in November 2020 A 4(b) Name of provider: Morgan Stanley Capital Services, Inc. B 4(b) Name of provider: Morgan Stanley Capital Services, Inc. C 4(b) Name of provider: Morgan Stanley Capital Services, Inc. A 5(B) NAME OF PROVIDER: TRINITY FUNDING COMPANY, LLC A Massachusetts Development Finance Agency 043431814 57584YVC0 2019-09-03 60255238 See Part VI false false false A 0 0 60255238 0 0 0 1163957 0 0 0 0 0 2011 true false true true A false false true true true true 0 false false false true A false false false true false false 0 false 0 false true A true Bird Karen Employee Tuition Assistance X 49550 7059 false true true Duval Melany Employee Housing Loan X 150000 123750 false true true Ebert Benjamin Employee Housing Loan X 500000 333333 false true true Haigis Kevin Employee Housing Loan X 100000 95833 false true true Megdal Maria Employee Housing Loan X 150000 147075 false true true Memmott Drew Employee Housing Loan X 75000 28125 false true true 735175 X 745053 Letter from Donor X 240 14407683 Fair Market Value X 8 24095 Letter from Donor X 41 1200216 Letter from Donor X Miscellaneous 5 181696 Letter from Donor false true false SCHEDULE M, PART I, LINES 20 & 25 DFCI received many in-kind gifts of PPE in response to the COVID-19 crisis, including N95, KN95 and other face masks, isolation gowns, face shields, gloves, shoes, etc. Schedule M, Part I, Line 33 DFCI received donations of art, books, and other goods that it displays in its properties. These goods have values that are either nominal or are not readily determinable and are, therefore, not included as revenue. FORM 990, PART III, LINE 4A CLINICAL CARE AS ONE OF THE LEADING CANCER CENTERS IN THE WORLD, DANA-FARBER CANCER INSTITUTE (DFCI) PROVIDES COMPASSIONATE, COMPREHENSIVE, AND PERSONALIZED CARE TO ADULTS AND CHILDREN WITH CANCER, BLOOD DISORDERS, AND RELATED DISEASES. IN FISCAL YEAR 2020, OUR EXPERT CLINICIANS AND CAREGIVERS AT OUR SPECIALIZED TREATMENT CENTERS WORKED TOGETHER TO DELIVER THE LATEST THERAPIES TO OUR PATIENTS THROUGH 1,421 INPATIENT ADMISSIONS, 313,358 OUTPATIENT MD VISITS, AND 174,239 INFUSION TREATMENTS. SINCE ITS FOUNDING IN 1947 BY SIDNEY FARBER, MD, DANA-FARBER HAS FOLLOWED HIS VISION FOR A CANCER CENTER THAT IS JUST AS DEDICATED TO DISCOVERIES IN CANCER RESEARCH AS IT IS TO DELIVERING EXPERT, COMPASSIONATE CARE. DANA-FARBER IS A FOUNDING MEMBER OF DANA-FARBER/HARVARD CANCER CENTER AND ONE OF 51 NCI-DESIGNATED COMPREHENSIVE CANCER CENTERS IN THE U.S. DANA-FARBER IS THE ONLY HOSPITAL RANKED IN THE TOP FOUR NATIONALLY BY U.S. NEWS AND WORLD REPORT IN BOTH ADULT AND PEDIATRIC CANCER CARE. IN 2020, WE OFFERED MORE THAN 1,100 CLINICAL TRIALS. FORM 990, PART III, LINE 4B RESEARCH SCIENTIFIC WORK AT DANA-FARBER IS BASED ON THE PREMISE THAT BASIC AND CLINICAL INVESTIGATION ARE COMPLEMENTARY AND REINFORCING ACTIVITIES. TO ENCOURAGE THIS CROSS-POLLINATION OF IDEAS, THE INSTITUTE HAS DEVELOPED AN ORGANIZATIONAL FRAMEWORK THAT FOSTERS COLLABORATIONS AMONG INVESTIGATORS FROM DIFFERENT DISCIPLINES. THE RESULT IS AN INTENSE SCIENTIFIC IMPACT ON A GROUP OF DISEASES THAT CONTINUE TO REPRESENT ONE OF HUMANITYS GREATEST HEALTH CHALLENGES. SOME RECENT ADVANCES INCLUDE: IDENTIFYING POTENTIAL ANTICANCER DRUGS: USING A MASSIVE SEARCH STRATEGY, RESEARCHERS AT DANA-FARBER AND THE BROAD INSTITUTE OF MIT AND HARVARD IDENTIFIED DOZENS OF DRUGS FOR CONDITIONS RANGING FROM DIABETES TO INFLAMMATION THAT HAVE POTENTIAL FOR TREATING CANCER. IMMUNOTHERAPY FOR ORAL CANCER: A CLINICAL TRIAL LED BY DANA-FARBER INVESTIGATORS INDICATED THAT IMMUNOTHERAPY GIVEN BEFORE OTHER TREATMENTS FOR ORAL CANCER CAN TRIGGER AN IMMUNE RESPONSE THAT SHRINKS TUMORS, POTENTIALLY PROVIDING LONG-TERM BENEFIT FOR PATIENTS. EARLY WARNING OF BREAST CANCER RECURRENCE: SCIENTISTS AT DANA-FARBER AND THE BROAD INSTITUTE DEVELOPED A HIGHLY SENSITIVE TYPE OF BLOOD BIOPSY THAT CAN POTENTIALLY DETECT THE RECURRENCE OF BREAST CANCER YEARS BEFORE TRADITIONAL APPROACHES CAN. IDENTIFYING PATIENTS AT HIGH RISK OF MYELOMA: FOR PEOPLE WITH A COMMON PRECURSOR OF MULTIPLE MYELOMA, A GENOMIC TEST OF BONE MARROW TISSUE CAN INDICATE WHETHER THEY HAVE A HIGH RISK OF DEVELOPING THE FULL-BLOWN FORM OF THE DISEASE, DANA-FARBER SCIENTISTS REPORTED. THOSE FOUND TO BE AT INCREASED RISK COULD BENEFIT FROM CLOSE MONITORING OF THEIR HEALTH OR FROM CLINICAL TRIALS OF THERAPIES INTENDED TO HALT THE PROGRESSION OF THE DISEASE. TARGETED AGENT SHOWS PROMISE IN UTERINE CANCER: IN ITS FIRST CLINICAL TRIAL IN PATIENTS WITH A HARD-TO-TREAT FORM OF UTERINE CANCER, A TARGETED DRUG THAT SUBJECTS TUMOR CELLS TO MASSIVE AMOUNTS OF DNA DAMAGE CAUSED TUMORS TO SHRINK IN NEARLY ONE-THIRD OF PATIENTS, DANA-FARBER LEADERS OF THE TRIAL REPORTED. THE DRUG, ADAVOSERTIB, TARGETS A PROTEIN CALLED WEE1 THAT PLAYS A KEY ROLE IN THE CELL CYCLE. PREDICTING EFFECTIVE THERAPIES FOR SOLID TUMORS: DANA-FARBER RESEARCHERS DEVELOPED A NEW METHOD OF SCREENING THOUSANDS OF DRUGS IN FRESHLY COLLECTED HUMAN TUMOR CELLS. BY USING FRESH TUMOR CELLS, THE TECHNIQUE MAY PROVE MORE ACCURATE THAN TRADITIONAL DRUG-SCREENING APPROACHES THAT EMPLOY LABORATORY CELLS THAT MAY HAVE BEEN COLLECTED WEEKS OR EVEN YEARS EARLIER. NEW DRUG COMBINATION FOR OVARIAN CANCER PRODUCED ENCOURAGING RESULTS: IN ITS FIRST CLINICAL TRIAL, A DRUG THAT TARGETS A PROTEIN CRITICAL FOR CANCER CELL GROWTH SHOWED CONSIDERABLE PROMISE IN COMBINATION WITH CHEMOTHERAPY IN PATIENTS WITH A COMMON FORM OF OVARIAN CANCER, DANA-FARBER INVESTIGATORS REPORTED. PATIENTS WHO RECEIVED THE DRUG, BERZOSERTIB, PLUS CHEMOTHERAPY LIVED SUBSTANTIALLY LONGER BEFORE THEIR DISEASE BEGAN TO WORSEN THAN DID THOSE TREATED WITH CHEMOTHERAPY ALONE. EARLY KIDNEY CANCER DETECTION: A NEW LIQUID BIOPSY, WHICH DETECTS DNA FROM TUMOR CELLS IN A BLOOD SAMPLE, CAN DETECT KIDNEY CANCERS AT AN EARLY STAGE WITH HIGH ACCURACY, DANA-FARBER RESEARCHERS FOUND. IF THE TEST PROVES EFFECTIVE IN LARGER STUDIES, IT COULD HELP DOCTORS FIND MORE KIDNEY CANCERS BEFORE THEYVE SPREAD, REDUCING MORTALITY FROM THE DISEASE. COFFEE AND COLON CANCER SURVIVAL: IN A STUDY INVOLVING MORE THAN 1,000 PATIENTS WITH METASTATIC COLORECTAL CANCER, CONSUMPTION OF A FEW CUPS OF COFFEE A DAY WAS ASSOCIATED WITH LONGER SURVIVAL AND A LOWER RISK OF THE CANCER WORSENING, DANA-FARBER RESEARCHERS FOUND. CLINICAL RESEARCH DURING A PANDEMIC: BY ADOPTING ALTERNATIVES TO IN-PERSON VISITS DURING THE COVID-19 PANDEMIC, DANA-FARBER WAS ABLE TO KEEP CLINICAL TRIALS LARGELY ON COURSE, A STUDY FOUND. NOT ONLY DID ALMOST ALL PATIENTS REMAIN ON TRIALS AT THE INSTITUTE DURING THE FIRST SURGE OF THE PANDEMIC, BUT NEW ENROLLMENTS CONTINUED AS WELL. DRUG COMBINATION FOUND BENEFICIAL FOR EARLY-STAGE BREAST CANCER: ADDING THE IMMUNOTHERAPY AGENT ATEZOLIZUMAB TO A THREE-DRUG CHEMOTHERAPY REGIMEN CAN IMPROVE THE LIKELIHOOD THAT EARLY-STAGE TRIPLE-NEGATIVE BREAST CANCER WILL RECEDE TO UNDETECTABLE LEVELS, DATA FROM A CLINICAL TRIAL LED BY DANA-FARBER/BRIGHAM AND WOMENS CANCER CENTER INVESTIGATORS INDICATED. IMMUNOTHERAPY COMBINATION FOR ADVANCED KIDNEY CANCER: AN IMMUNOTHERAPY AGENT PLUS A TARGETED DRUG SIGNIFICANTLY IMPROVED PROGRESSION-FREE SURVIVAL THE LENGTH OF TIME BEFORE CANCER WORSENS AND REDUCED THE RISK OF DEATH COMPARED TO A SINGLE-AGENT TREATMENT IN PATIENTS WITH ADVANCED KIDNEY CANCER, A CLINICAL TRIAL LED BY DANA-FARBER INVESTIGATORS FOUND. DRUG TARGETING HARD-TO-BLOCK GENE SHOWS PROMISE IN LUNG AND BOWEL TUMORS: A NOVEL DRUG THAT TARGETS A MUTATED FORM OF THE KRAS GENE THE MOST COMMONLY ALTERED ONCOGENE IN HUMAN CANCERS AND ONE LONG CONSIDERED "UNDRUGGABLE" SHRANK TUMOR IN MOST PATIENTS WITH NON-SMALL CELL LUNG CANCER, COLORECTAL CANCER, AND OTHER SOLID TUMOR, DANA-FARBER SCIENTISTS REPORTED. CANCER TREATMENT AND RESEARCH DURING COVID-19 OUTBREAK: THE COVID-19 PANDEMIC IMPACTED VIRTUALLY EVERY ASPECT OF CANCER CARE AND RESEARCH FROM INTRODUCING NEW RISKS FOR CANCER PATIENTS TO DISRUPTING THE DELIVERY OF CANCER TREATMENT AND THE CONTINUITY OF CANCER RESEARCH, A REVIEW OF SCIENTIFIC LITERATURE BY DANA-FARBER RESEARCHERS FOUND. THE FINDINGS SUGGEST THAT WHILE COVID-19 HAS COMPLICATED CANCER TREATMENT, IT HAS ALSO SPURRED CREATIVE SOLUTIONS TO CHALLENGES IN CLINICAL CARE. IDENTIFYING PATIENTS WITH LOBULAR BREAST CANCER AT HIGHEST RISK OF RECURRENCE: A TEST THAT SCANS THE ACTIVITY OF 70 GENES IN BREAST CANCER TISSUE CAN HELP IDENTIFY PATIENTS WITH INVASIVE LOBULAR CARCINOMA WHO HAVE A HIGH RISK OF THE CANCER RECURRING OR PROGRESSING AFTER SURGERY, A DANA-FARBER STUDY FOUND. MEDICAID EXPANSION AND LOWER CANCER MORTALITY: IN STATES THAT HAVE EXPANDED MEDICAID AVAILABILITY AS PART OF THE AFFORDABLE CARE ACT, MORTALITY RATES FOR THREE MAJOR FORMS OF CANCER WERE SIGNIFICANTLY LOWER THAN IN STATES THAT HAD NOT EXPANDED THEIR MEDICAID, A STUDY BY RESEARCHERS AT DANA-FARBER AND BRIGHAM AND WOMENS HOSPITAL FOUND. DATA FROM THE STUDY SUGGEST THAT THE IMPROVEMENT RESULTS FROM CANCERS BEING DIAGNOSED AT AN EARLIER STAGE IN STATES WITH MEDICAID EXPANSION. CAR T-CELL THERAPY EFFECTIVE IN HIGH-RISK NON-HODGKIN LYMPHOMA: A CAR T-CELL THERAPY KNOWN AS AXI-CEL DROVE CANCER CELLS TO UNDETECTABLE LEVELS IN NEARLY 80% OF PATIENTS WITH ADVANCED NON-HODGKIN LYMPHOMA IN A PHASE 2 CLINICAL TRIAL, DANA-FARBER CANCER INVESTIGATORS REPORTED. MORTALITY RATES FOR CANCER SURGERY DECLINE FOR BLACK AND WHITE PATIENTS: MORTALITY RATES AFTER CANCER SURGERY DECLINED FOR BLACK AS WELL AS WHITE PATIENTS DURING A RECENT TEN-YEAR PERIOD, ALTHOUGH THE MORTALITY GAP BETWEEN THE TWO GROUPS DID NOT NARROW, A STUDY BY DANA-FARBER RESEARCHERS FOUND. THE FINDINGS SUGGEST THAT MORE TARGETED EFFORTS ARE NEEDED TO REDUCE THIS DISPARITY. FORM 990, PART III, LINE 4C COMMUNITY BENEFITS THE ROLE OF DANA-FARBER'S COMMUNITY BENEFITS OFFICE IS TO SUPPORT THE INSTITUTE'S GOAL TO REDUCE CANCER RISK AMONG MEDICALLY UNDERSERVED POPULATIONS. TO THAT END, WE WORK WITH CITY AND STATE HEALTH DEPARTMENTS, COMMUNITY PARTNERS, AND BOSTON-BASED COALITIONS TO ASSESS AND MONITOR THE NEEDS OF LOCAL RESIDENTS WITH RESPECT TO CANCER CONTROL. WE ARE ON THE FRONT LINES OF SUPPORTING AND COLLABORATING ON PROGRAMS DESIGNED TO ELIMINATE DISPARITIES IN BREAST, COLON, SKIN, AND PROSTATE CANCER; EDUCATE DIVERSE POPULATIONS ABOUT TOBACCO CESSATION, HUMAN PAPILLOMAVIRUS (HPV) PREVENTION AND SCREENING, AND CLINICAL TRIALS; AND STRENGTHEN THE SUPPORT SYSTEM FOR MEDICALLY UNDERSERVED POPULATIONS. IN SHORT, WE ARE COMMITTED TO MAKING DANA-FARBER'S CARE AND RESEARCH FINDINGS MORE ACCESSIBLE TO EVERYONE WITHIN AND OUTSIDE ITS WALLS. IN FY 2020: PROGRAM VOLUMES WERE IMPACTED SIGNIFICANTLY BY THE COVID-19 PANDEMIC AND CITY AND STATE RESTRICTIONS ON IN-PERSON PROGRAMMING. COMMUNITY BENEFITS OFFICE WAS ABLE TO ADAPT PROGRAMMING FOR A VIRTUAL FORMAT AND PROVIDED EDUCATION VIRTUALLY BY LEVERAGING THE ONLINE PLATFORMS OF COMMUNITY PARTNERS SUCH AS UNION CAPITAL BOSTON (UCB). IN ADDITION, THE COMMUNITY BENEFITS OFFICE PIVOTED BY PROVIDING MASK DONATIONS AND EMERGENCY GRANT FUNDING TO COMMUNITY PARTNERS TO ADDRESS FOOD ACCESS AND OTHER CRITICAL COMMUNITY NEEDS DURING THE PANDEMIC. DANA-FARBERS MAMMOGRAPHY SERVICES PROVIDED 1,620 MAMMOGRAMS IN THE VAN AND AT THE MAMMOGRAPHY SUITE IN ROXBURY. THE SUN SAFETY PROGRAM WAS ABLE TO PIVOT BY ADAPTING ITS CURRICULUM AND PROVIDING A VIRTUAL SUN SAFETY EDUCATION SESSION TAILORED TO COMMUNITIES OF COLOR IN PARTNERSHIP WITH UCB, WHICH ENGAGED APPROXIMATELY 90 COMMUNITY RESIDENTS. IN PREPARATION FOR THE POSSIBILITY THAT THE STATE OF MASSACHUSETTS AND THE CITY OF BOSTON WOULD ALLOW IN-PERSON SCREENINGS AND EDUCATION, SUN SAFETY STAFF ALSO PROVIDED VIRTUAL TRAINING TO A TEAM OF STUDENT HEALTH EDUCATORS. THE TOBACCO TREATMENT PROGRAM RECEIVED 126 REFERRALS AND PROVIDED 95 INDIVIDUAL TOBACCO CESSATION COUNSELING SESSIONS TO 40 PATIENTS. 29 PARTICIPANTS WERE ABLE TO REDUCE THEIR TOTAL NUMBER OF CIGARETTES SMOKED PER DAY, AND 15 OF THESE REPORTED BEING ABLE TO QUIT COMPLETELY. A TOTAL OF 519 INDIVIDUALS WERE REACHED THROUGH 27 COMMUNITY EDUCATION, OUTREACH, AND SCREENING EVENTS. DFCI AWARDED $200K IN EMERGENCY GRANT FUNDING TO TWELVE COMMUNITY-BASED PARTNER ORGANIZATIONS IN THE BOSTON AREA THAT ARE ON THE FRONT LINES IN ADDRESSING FOOD ACCESS, HOUSING SECURITY, AND OTHER CRITICAL COMMUNITY NEEDS. DFCI ALSO DISTRIBUTED OVER 50,000 MASKS TO 31 ORGANIZATIONS IN GREATER BOSTON. DFCI LAUNCHED A NEW PUBLIC SERVICE ANNOUNCEMENT ENCOURAGING INDIVIDUALS TO GET SCREENED FOR CANCER, WHICH AIRED ON MULTIPLE CABLE NETWORKS IN QUINCY AND SELECT BOSTON NEIGHBORHOODS, FOLLOWING THE STATES PAUSE ON PREVENTIVE CARE. DUE TO CITY AND STATE RESTRICTIONS DANA-FARBER HAD TO TEMPORARILY SUSPEND SUN SAFETY VAN OPERATIONS, BUT COMMUNITY BENEFITS STAFF WERE ABLE TO PROVIDE TWO VIRTUAL TABLE TALK SESSIONS ON SUN SAFETY AND HPV-RELATED CANCER PREVENTION, REACHING APPROXIMATELY 120 RESIDENTS. FORM 990, PART VI, LINE 2 FAMILY OR BUSINESS RELATIONSHIP FAMILY RELATIONSHIP: JOHN O'CONNOR AND LAURA SEN BUSINESS RELATIONSHIP: RICHARD LUBIN, CHRISTOPHER HADLEY AND JANE BROCK-WILSON Business Relationship: Josh Bekenstein, Andrew Kaplan, Nancy Lotane Form 990, Part VI, Line 11B PROCESS USED TO REVIEW THE FORM 990 THE DANA-FARBER CANCER INSTITUTE TAX DEPARTMENT PROVIDES ALL FINANCIAL ANALYSIS AND OTHER INFORMATION TO BE INCLUDED ON THE TAX RETURN TO ITS EXTERNAL TAX PREPARER, ERNST & YOUNG LLP, WHICH PREPARES THE DRAFT RETURN. THE DRAFT RETURN IS THEN REVIEWED BY THE DFCI TAX MANAGER, AS WELL AS THE DFCI OFFICE OF GENERAL COUNSEL AND SENIOR MANAGEMENT, BEFORE IT IS SUBMITTED FOR DFCI AUDIT COMMITTEE REVIEW. AFTER THE AUDIT COMMITTEE REVIEWS THE TAX RETURN, AN ELECTRONIC MESSAGE IS SENT TO ALL BOARD MEMBERS WITH A SECURE LINK TO THE TAX RETURN. THE BOARD HAS THE OPPORTUNITY TO REVIEW THE RETURN AND BRING ANY ISSUES TO THE ATTENTION OF THE APPROPRIATE EXECUTIVE MANAGEMENT INDIVIDUALS. A FINAL VERSION OF THE FORM IS APPROVED BY THE CFO AND FILED ELECTRONICALLY BY ERNST & YOUNG LLP WITH THE IRS. FORM 990, PART VI, LINE 12C MONITORING & ENFORCEMENT OF CONFLICT OF INTEREST POLICY THE OFFICE OF GENERAL COUNSEL AND THE TAX DEPARTMENT DRAFT A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE EACH YEAR AND REQUIRES THAT ALL TRUSTEES, OFFICERS, AND KEY EMPLOYEES FILL OUT A QUESTIONNAIRE IN ORDER TO IDENTIFY POTENTIAL DISCLOSURES FOR DFCI'S RETURNS. THE OFFICE OF GENERAL COUNSEL COMPILES THE LIST OF DISCLOSURES AND GATHERS FINANCIAL DATA FROM THE ACCOUNTS PAYABLE AND PAYROLL DEPARTMENT FOR ALL ORGANIZATIONS, EMPLOYEES, INDEPENDENT CONTRACTORS, AND OTHER MISCELLANEOUS TRANSACTIONS WHICH WERE DISCLOSED BY ALL INDIVIDUALS. ONCE ALL OF THIS INFORMATION IS COMPILED, THE OFFICE OF GENERAL COUNSEL AND THE TAX DEPARTMENT GO THROUGH EACH TRANSACTION AND DISCLOSURE TO DETERMINE WHAT NEEDS TO BE DISCLOSED ON THE TAX RETURN. THE TAX DEPARTMENT AND THE OFFICE OF GENERAL COUNSEL ALSO DISCUSS IF THERE ARE ANY OTHER KNOWN TRANSACTIONS THAT HAVE NOT BEEN DISCLOSED. IF THERE ARE ANY QUESTIONS REGARDING SUCH SITUATION, THE OFFICE OF GENERAL COUNSEL WILL DISCUSS THE QUESTIONS WITH THE INDIVIDUAL TRUSTEES, OFFICERS AND KEY EMPLOYEES INVOLVED. IN ADDITION TO THE PROCESS DESCRIBED ABOVE, THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS ANY NEW CONFLICT OF INTEREST DISCLOSURES AND THEY ADDRESS ANY ISSUES THAT MAY ARISE. The Governance Committee is also responsible to bring any major issues related to the conflict of interest policy to the Conflict of Interest Oversight Committee if deemed necessary. PER DFCI'S CONFLICT OF INTEREST POLICY, IN ORDER TO AVOID A CONFLICT OF INTEREST OR AN APPEARANCE OF A CONFLICT OF INTEREST: 1. A TRUSTEE SHOULD NOT PARTICIPATE IN A VOTE ON A TRANSACTION IN WHICH THE TRUSTEE OR FAMILY MEMBER HAS A FINANCIAL INTEREST AND SHOULD DISCLOSE ANY POTENTIAL CONFLICT BEFORE DFCI ACTS ON THE TRANSACTION. 2. A TRUSTEE, A MEMBER OF HIS OR HER FAMILY, OR AN ENTITY WITH WHICH ONE OR MORE OF THEM HAS A MATERIAL INTEREST, MAY NOT DO BUSINESS WITH DFCI UNLESS EXPRESSLY AUTHORIZED BY DFCI AFTER FULL DISCLOSURE. 3. A TRUSTEE SHOULD FULLY DISCLOSE HIS OR HER ASSOCIATION (INCLUDING EMPLOYMENT, CONSULTING, OR MEMBERSHIP ON A GOVERNING BOARD BY THE TRUSTEE OR A FAMILY MEMBER) WITH AN ENTITY THAT COMPETES WITH OR HAS INTERESTS CONFLICTING WITH THOSE OF DFCI AND SHOULD REFRAIN FROM PARTICIPATING IN ANY VOTE IF THE VOTE AFFECTS DFCI. ONCE A DISCLOSURE HAS BEEN MADE, DFCI'S OFFICE OF GENERAL COUNSEL REVIEWS SUCH CONFLICT WITH THE CHAIR OF THE BOARD WHO DETERMINES IF A CONFLICT EXISTS. WHEN A CONFLICT EXISTS, THE APPROPRIATE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES IF A MORE ADVANTAGEOUS ALTERNATIVE WITHOUT A CONFLICT OF INTEREST EXISTS AND WHETHER ENTERING INTO THE ARRANGEMENT IS IN THE BEST INTEREST OF DANA-FARBER. FORM 990, PART VI, LINE 15A PROCESS FOR DETERMINING COMPENSATION OF PRESIDENT PER DFCI'S EXECUTIVE COMPENSATION PHILOSOPHY, ANNUALLY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE PRESIDENT'S (DFCI'S CHIEF EXECUTIVE OFFICER) PERFORMANCE AND MAKES A RECOMMENDATION REGARDING COMPENSATION TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE ACTS ON THE RECOMMENDATION. TO ENSURE COMPLIANCE WITH THE PHILOSOPHY, THE COMPENSATION COMMITTEE BI-ANNUALLY COMMISSIONS AN INDEPENDENT REVIEW BY A THIRD PARTY EXECUTIVE COMPENSATION CONSULTANT TO COMPARE SUCH COMPENSATION WITH THAT OF OTHER SIMILARLY SITUATED INDIVIDUALS IN THE HEALTHCARE FIELD IN AND OUTSIDE OF THE REGION. THE DECISION OF THE EXECUTIVE COMMITTEE IS REPORTED TO THE FULL BOARD. THE BOARD COMPLETED THIS PROCESS AS OF SEPTEMBER 2020. FORM 990, PART VI, LINE 15B PROCESS FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES PER DFCI'S EXECUTIVE COMPENSATION PHILOSOPHY, ANNUALLY THE DFCI PRESIDENT REVIEWS THE PERFORMANCE OF OFFICERS AND KEY EMPLOYEES. THE PRESIDENT MAKES A RECOMMENDATION AS TO THE COMPENSATION OF THOSE INDIVIDUALS WHO ARE DISQUALFIED PERSONS OF DFCI TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE APPROVES COMPENSATION FOR THOSE INDIVIDUALS BASED ON THAT RECOMMENDATION. FOR KEY EMPLOYEES WHO ARE NOT DISQIALFIED PERSONS, THE PRESIDENT REPORTS TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES ON HER DETERMINATION OF COMPENSATION FOR THOSE INDIVIDUALS. TO ENSURE COMPLIANCE WITH THE PHILOSOPHY, THE PRESIDENT AND COMPENSATION COMMITTEE BI-ANNUALLY RECEIVES THE REPORT OF AN INDEPENDENT REVIEW BY A THIRD PARTY EXECUTIVE COMPENSATION CONSULTANT TO COMPARE SUCH COMPENSATION WITH THAT OF OTHER SIMILARLY SITUATED INDIVIDUALS IN THE HEALTHCARE FIELD IN AND OUTSIDE OF THE REGION. THE APPROVAL OF THE COMPENSATION COMMITTEE IS REPORTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES AND TO THE FULL BOARD. THE BOARD COMPLETED THIS PROCESS AS OF SEPTEMBER 2020. FORM 990, PART VI, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC GOVERNING DOCUMENTS THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS ARE ALSO AVAILABLE TO THE PUBLIC ON THE SECRETARY OF THE COMMONWEALTH'S WEBSITE. CONFLICT OF INTEREST POLICY DANA-FARBER CANCER INSTITUTE'S BOARD OF TRUSTEES CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS THE ORGANIZATION USES THE SERVICES OF DIGITAL ASSURANCE CERTIFICATION LLC (DAC) TO REPORT ANNUAL AUDITED FINANCIAL STATEMENTS AND OTHER RELEVANT ORGANIZATIONAL INFORMATION AS REQUIRED BY CERTAIN REGULATORY AND TAX LAWS. DAC IS A WEBSITE (WWW.DACBOND.COM) FREE TO THE PUBLIC THAT PUBLISHES TAX-EXEMPT BOND ISSUERS' FINANCIAL AND LEGAL DOCUMENTS SUCH AS THE AUDITED FINANCIAL STATEMENTS. FISCAL YEAR 2001 THROUGH THE LATEST ISSUE DATE OF THE AUDITED FINANCIAL STATEMENTS FOR DANA-FARBER CANCER INSTITUTE, INC. CAN BE FOUND ON THE DAC WEBSITE. FORM 990, PART VII, SECTION B THE AMOUNT PAID TO BOND BROTHERS AND WALSH BROTHERS, INC. INCLUDED COSTS FOR BUILDING SERVICES AND MATERIALS. HOWEVER, THE ORGANIZATION WAS UNABLE TO OBTAIN INFORMATION TO BREAKOUT THE EXACT AMOUNT FOR MATERIAL COSTS. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS CHANGE IN INTEREST IN ASSETS HELD BY AFFILIATES $ 192,657,436 CHANGE IN VALUE OF SWAP AGREEMENT $ (11,700,882) PENSION ADJUSTMENT $ (6,006,605) ---------------------- TOTAL OTHER CHANGES IN NET ASSETS $ 174,949,949 Dana-Farber Global Oncology LLC 450 BROOKLINE AVENUE BP418 BOSTON MA 02215 851914853 Int. Oncology MA 2681070 2734954 DFCI Dana-Farber Inc 450 Brookline Avenue BP418 Boston MA 02215 043102433 INVEST MGMT MA 501(c)(3) 12A, TYPE I DFCI true Dana-Farber Trust Inc 450 Brookline Avenue BP418 Boston MA 02215 300195757 DFCI RE HOLDI MA 501(c)(3) 12a, type 1 DFCI true DANA-FARBER MASS GEN BRIGHAM CANCER CARE 450 Brookline Avenue BP418 Boston MA 02215 043320640 ONC RESEARCH MA 501(c)(3) 12C, type 1 DFCI false RMSA Trust 450 Brookline Avenue BP418 Boston MA 02215 562656539 RETRMT TRUST MA 501(c)(9) DFCI true Friends of Dana-Farber Cancer Institute 450 BROOKLINE AVENUE BP418 Boston MA 02215 371613621 Fundraising MA 501(c)(3) 12A, Type I DFCI true Dana-FarberChildren's Hosp Cancer Care 450 Brookline Avenue BP418 Boston MA 02215 043554536 Pediatric Onc MA 501(c)(3) 12A, type I NA false Dana-Farber Cancer Care Network Inc 450 Brookline Avenue BP418 Boston MA 02215 465138314 ONCOLOGY CARE MA 501(c)(3) 509(A)(2) DFCI true false false true false false false false false false false false false true false true true false true true DANA-FARBER INC R 158849948 CASH DANA-FARBER INC S 284867424 CASH FRIENDS OF DANA-FARBER CANCER INSTITUTE INC O 280712 ACTUAL EXP FRIENDS OF DANA-FARBER CANCER INSTITUTE INC C 705922 CASH RMSA TRUST R 215311 CASH DANA-FARBER CANCER CARE NETWORK INC M 22857440 COST DANA-FARBER CANCER CARE NETWORK INC P 27264760 COST