MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION (EIN 04-2810972)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-17
- IRS object ID
- 202002319349300400
- Schema version
- 2018v3.2
- 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 C
- Schedule D
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T22:42:23-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO JERICHO PLAZA | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117531683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042810972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICAL CARE OF BOSTON MANAGEMENT CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 6177540707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 464 HILLSIDE AVENUE NO 304 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DESOCIO | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6177540707 | PhoneNum |
| Signature | 2020-08-17 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KAWECKI | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Preparation | 2020-08-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.41.244.123 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-17 | IPDt |
| IP Tm | 22:36:26 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 22F636E8762F93B47E1CDE50E2F84F46B1793BF4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ISRAEL DEACONESS HEALTHCARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL DESOCIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 464 HILLSIDE AVENUE NO 304 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $88,718,288 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | MYBIDHC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE (APG) IS A NETWORK OF COMMUNITY BASED PHYSICIANS AFFILIATED WITH BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER OR BIDMC) IN BOSTON, MASSACHUSETTS, BETH ISRAEL LAHEY HOSPITAL - NEEDHAM, BETH ISRAEL LAHEY HOSPITAL - MILTON, BETH ISRAEL LAHEY HOSPITAL - PLYMOUTH AND BETH ISRAEL LAHEY HOSPITAL - ANNA JAQUES IN NEEDHAM, MILTON, PLYMOUTH AND NEWBURYPORT MASSACHUSETTS, RESPECTIVELY. APG IS DEDICATED TO PROVIDING HIGH - QUALITY, CUTTING - EDGE CARE TO PATIENTS IN THE COMMUNITIES WHERE THEY LIVE AND WORK. IN ADDITION, APG PROVIDES MANAGEMENT AND SUPPORT SERVICES TO ITS NETWORK OF COMMUNITY BASED PHYSICIANS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 792 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $8,676,034 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $72,548,924 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $79,813,700 | CYProgramServiceRevenueAmt |
| PY Investment Income | $737 | PYInvestmentIncomeAmt |
| CY Investment Income | $870 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,414,067 | PYOtherRevenueAmt |
| CY Other Revenue | $8,646,660 | CYOtherRevenueAmt |
| PY Total Revenue | $80,963,728 | PYTotalRevenueAmt |
| CY Total Revenue | $88,461,230 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,950 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,150 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $70,350,492 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $91,335,969 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $37,364,017 | PYOtherExpensesAmt |
| CY Other Expenses | $26,697,683 | CYOtherExpensesAmt |
| PY Total Expenses | $107,729,459 | PYTotalExpensesAmt |
| CY Total Expenses | $118,040,802 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$26,765,731 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$29,579,572 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,340,938 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,670,493 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,340,938 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,543,795 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,126,698 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE (APG) IS A NETWORK OF COMMUNITY BASED PHYSICIANS AFFILIATED WITH BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER OR BIDMC) IN BOSTON, MASSACHUSETTS, BETH ISRAEL LAHEY HOSPITAL - NEEDHAM, BETH ISRAEL LAHEY HOSPITAL - MILTON, BETH ISRAEL LAHEY HOSPITAL - PLYMOUTH AND BETH ISRAEL LAHEY HOSPITAL - ANNA JAQUES IN NEEDHAM, MILTON, PLYMOUTH AND NEWBURYPORT MASSACHUSETTS, RESPECTIVELY. APG IS DEDICATED TO PROVIDING HIGH - QUALITY, CUTTING - EDGE CARE TO PATIENTS IN THE COMMUNITIES WHERE THEY LIVE AND WORK. IN ADDITION, APG PROVIDES MANAGEMENT AND SUPPORT SERVICES TO ITS NETWORK OF COMMUNITY BASED PHYSICIANS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $89,898,050 | ExpenseAmt |
| Grant | $7,150 | GrantAmt |
| Revenue | $69,805,019 | RevenueAmt |
| Desc | PRIMARY CARE SERVICES:MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG) HAS APPROXIMATELY THIRTY NINE PHYSICIAN OFFICES THAT SPECIALIZE IN THE DELIVERY OF PRIMARY CARE AND FAMILY MEDICINE IN TWENTY THREE COMMUNITIES IN AND AROUND THE BOSTON, MASSACHUSETTS AREA. PRIMARY CARE PHYSICIANS (PCPS) ARE COMMUNITY BASED MEDICAL DOCTORS WHO GENERALLY PROVIDE THE FIRST CONTACTFOR A PATIENT WITH A NON-EMERGENT UNDIAGNOSED HEALTH CONCERN, AS WELL AS CONTINUING CARE FOR A VARIETY OF MEDICAL CONDITIONS, KEEPING CARE IN THE COMMUNITY WHEN IT IS APPROPRIATE. WHEN ADVANCED CARE IS NEEDED, PATIENTS HAVE SEAMLESS ACCESS TO LEADING-EDGE TREATMENT FROM BETH ISRAEL DEACONESS MEDICAL CENTER, A WORLD RENOWNED TERTIARY CARE ACADEMIC MEDICAL CENTER, AND THE SOLE MEMBER OF APG OR BETH ISRAEL LAHEY HOSPITAL - NEEDHAM, BETH ISRAEL LAHEY HOSPITAL - MILTON, BETH ISRAEL LAHEY HOSPITAL PLYMOUTH, BETH ISRAEL LAHEY ANNA JAQUES FOR CARE MORE LOCALLY IN THE PATIENTS' COMMUNITIES. DURING THE FISCAL YEAR COVERED BY THIS RETURN, APG PHYSICIANS HAD APPROXIMATELY 358,200 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,971,895 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,818,493 | RevenueAmt |
| Desc | EXTENDED CARE COMMUNITY PRACTICE ANDHOME CARE:THE EXTENDED CARE COMMUNITY PROGRAM (ECCP) IS COMPRISED OF SIX PHYSICIANS AND THIRTEEN NURSE PRACTITIONERS WHO SPECIALIZE IN THE CARE OF PATIENTS IN THE POST-ACUTE ENVIRONMENT INCLUDING SKILLED NURSING, ASSISTED LIVING AND REST HOME FACILITIES. THESE CLINICIANS PROVIDE CONTINUITY OF CARE FOR APG PATIENTS WHEN THEY ARE IN NEED OF POST-ACUTE CARE. THEIR EXCLUSIVE FOCUS IS PROVIDING THE BEST PATIENT CARE FOR THE PATIENT DURING A POST-ACUTE STAY. ECCP PROVIDERS ARE LOCATED AT 39 POST-ACUTE FACILITIES, PRIMARILY NEAR OR WITHIN THE PATIENT SERVICE AREAS OF BETH ISRAEL DEACONESS MEDICAL CENTER AND ITS AFFILIATED HOSPITALS, AND ON A FULL-TIME BASIS AND CAN QUICKLY FOLLOW-UP ON PATIENT CARE ISSUES AND PROGRESS. ECCP PROVIDERS COMMUNICATE DIRECTLYWITH PATIENTS, FAMILY MEMBERS, PCPS AND DIRECT CARE STAFF AT THE FACILITIES WHERE PATIENTS ARE PHYSICALLY BASED ON A ROUTINE BASIS. THEY DO NOT SEE PATIENTS IN THE PRIMARY CARE OFFICES SO THEIR SOLE FOCUS IS TO TREAT AND COORDINATE TREATMENT OF APG PATIENTS WHO HAVE BEEN ADMITTED TO A POST-ACUTE CARE FACILITY WHILE COMMUNICATING DIRECTLY WITH AN APG PCP AND/OR SPECIALISTS DURING THEIR STAY AND UPON DISCHARGE BACK TO THE COMMUNITY. DURING THE FISCAL YEAR COVERED BY THIS RETURN,THE ECCP PROGRAM INCLUDED APPROXIMATELY 43,325 PATIENT VISITS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,159,637 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,160,814 | RevenueAmt |
| Desc | SPECIALTY CARE:APG SPECIALISTS LOCATED IN NEEDHAM, MASSACHUSETTS PROVIDE OFFICE BASEDLOCAL COMMUNITY ACCESS TO SPECIALTY CARE. WHEN ADVANCED CARE IS NEEDED, PATIENTS ARE REFERRED TO THE BETH ISRAEL MEDICAL CENTER OR OTHER AFFILIATED BIDMC COMMUNITY HOSPITALS. DURING THE FISCAL YEAR COVERED BY THIS RETURN, APG SPECIALISTS HAD APPROXIMATELY 2,526 PATIENT VISITS RELATED TO NEUROLOGY.IN ADDITION, APG PROVIDES SUPPORT SERVICES TO EMPLOYED PHYSICIANS IN PLYMOUTH, MASSACHUSETTS AND NEWBURYPORT, MASSACHUSETTS AND THE OTHER COMMUNITIES SERVED BY BID-PLYMOUTH AND ANNA JAQUES HOSPITAL-NEWBURYPORT. THESE SERVICES SUPPORT THE PROVISION OF OFFICE BASED LOCAL COMMUNITY ACCESS TO SPECIALTY CARE IN THE AREAS OF SPINE, NEUROLOGY AND NEUROSURGERY, OBSTETRICS AND GYNECOLOGY, ENDOCRINOLOGY AND GERIATRICS. WHEN ADVANCED CARE IS NEEDED, PATIENTS ARE REFERRED TO THE BETH ISRAEL MEDICAL CENTER OR OTHER AFFILIATED BIDMC COMMUNITY HOSPITALS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN ADDITION, APG PROVIDES SUPPORT SERVICES TO EMPLOYED PHYSICIANS IN PLYMOUTH, MASSACHUSETTS AND THE OTHER COMMUNITIES SERVED BY BID-PLYMOUTH. THESE SERVICES SUPPORT THE PROVISION OF OFFICE BASED LOCAL COMMUNITY ACCESS TO SPECIALTY CARE IN THE AREAS OF SPINE, NEUROLOGY AND NEUROSURGERY, OBSTETRICS AND GYNECOLOGY, ENDOCRINOLOGY AND GERIATRICS. WHEN ADVANCED CARE IS NEEDED, PATIENTS ARE REFERRED TO THE BETH ISRAEL MEDICAL CENTER OR OTHER AFFILIATED BIDMC COMMUNITY HOSPITALS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $100,029,582 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 127 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 792 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 0 | LocalChaptersInd |
| 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL DESOCIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175740744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 464 HILLSIDE AVE SUITE 304 | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BUCKLE MD DAVID | ||||||||||
| DIRECTOR, MD FAMILY MEDICINE | 58.00 | 2.00 | Yes (X) | $319,532 | $0 | $45,552 | ||||
| CARR MD JAYSON | ||||||||||
| DIRECTOR, MD INTERNAL MEDICINE | 60.00 | 0.00 | Yes (X) | $412,246 | $0 | $64,026 | ||||
| CHRISTROFORO JOHN | ||||||||||
| PRES/CEO/SEC; DIR (EX-OFF) | 65.00 | 0.00 | Yes (X) | $456,793 | $0 | $56,092 | Yes (X) | |||
| CICHELLO ANTHONY | ||||||||||
| DIRECTOR; CHAIR | 5.00 | 15.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| FOSDICK KENNETH | ||||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| GOLDBERG DEBORAH | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GOLDSTEIN ALAN R | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HELLER IRWIN | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KIMBALL MD MPH ALEXA B | ||||||||||
| DIRECTOR | 1.00 | 59.00 | Yes (X) | $0 | $901,525 | $85,926 | ||||
| KORN MD RISA | ||||||||||
| DIRECTOR, MD INTERNAL MEDICINE | 60.00 | 0.00 | Yes (X) | $390,649 | $0 | $43,902 | ||||
| LEWIS MD STANLEY M | ||||||||||
| DIRECTOR (EX-OFFICIO) | 1.00 | 64.00 | Yes (X) | $0 | $732,103 | $72,582 | ||||
| MACDOWELL VIRGINIA | ||||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MAHONEY WILLIAM D | ||||||||||
| DIRECTOR, TREASURER | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ZEIDEL MD MARK L | ||||||||||
| DIRECTOR (EX-OFFICIO) | 1.00 | 64.00 | Yes (X) | $0 | $807,792 | $73,326 | ||||
| ARMSTRONG EMILY | ||||||||||
| ASSISTANT SECRETARY | 1.00 | 59.00 | $0 | $193,981 | $34,421 | Yes (X) | ||||
| DESOCIO MICHAEL | ||||||||||
| CHIEF FINANCIAL OFFICER | 60.00 | 0.00 | $336,227 | $0 | $61,653 | Yes (X) | ||||
| JUDGE MD DAVID | ||||||||||
| CHIEF MEDICAL OFFICER | 60.00 | 0.00 | $417,675 | $0 | $33,240 | Yes (X) | ||||
| ARMITAGE MD MARSHAL | ||||||||||
| PHYS, ORTHOPEDIC SURGERY | 60.00 | 0.00 | $839,113 | $0 | $59,931 | Yes (X) | ||||
| FRETER MD ROLF | ||||||||||
| PHYSICIAN, HEMATOLOGY/ONCOLOGY | 60.00 | 0.00 | $911,975 | $0 | $63,541 | Yes (X) | ||||
| KEHLMANN MD GLENN | ||||||||||
| PHYSICIAN, INTERNAL MEDICINE | 60.00 | 0.00 | $646,356 | $0 | $63,213 | Yes (X) | ||||
| MCCORMICK FRANCIS | ||||||||||
| PHYS, ORTHOPEDIC SURGERY | 60.00 | 0.00 | $852,605 | $0 | $36,772 | Yes (X) | ||||
| MULROY MD RICHARD | ||||||||||
| PHYS, ORTHOPEDIC SURGERY | 60.00 | 0.00 | $756,986 | $0 | $58,436 | Yes (X) | ||||
| WAYNE ANGELA | ||||||||||
| FORMER COO | 60.00 | 0.00 | $165,292 | $0 | $42,376 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,505,449 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,635,401 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $894,989 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | 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 |
|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | LEASED STAFF, SERVICES | $41,372,673 |
| HARVARD MEDICAL FACULTY PHYSICIANS AT BI | |||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | LEASED PHYSICIANS AND FEES | $40,614,403 |
| ATHENAHEALTH INC | |||||
| 311 ARSENAL STREET | WATERTOWN | MA | 02472 | BILLING SERVICES | $2,160,594 |
| LAWRENCE GENERAL HOSPITAL | |||||
| 1 GENERAL ST | LAWRENCE | MA | 01841 | LEASED PHYSICIANS | $1,773,734 |
| KNF&T INC | |||||
| 260 FRANKLIN STREET 8TH FLOOR | BOSTON | MA | 02110 | TEMPORARY STAFFING | $531,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PATIENT CARE REVENUE | 900099 | $69,805,019 | $69,805,019 | |
| SPECIALISTS | 900099 | $5,001,971 | $5,001,971 | |
| SUBACUTE AND HOMECARE | 900099 | $4,818,493 | $4,818,493 | |
| RELATED PARTY RENT | 900099 | $158,843 | $158,843 | |
| BILLING FEE | 900099 | $29,374 | $29,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $79,813,700 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $870 | TotalRevenueColumnAmt |
| Exclusion | $870 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $257,058 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $257,058 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| SMG ORTHO | 900099 | $4,347,301 | $4,347,301 |
| MSO REVENUE | 900099 | $2,324,956 | $2,324,956 |
| SMG ONC | 900099 | $1,480,080 | $1,480,080 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $494,323 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $494,323 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,646,660 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,461,230 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $79,784,326 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,676,034 | UnrelatedBusinessRevenueAmt |
| Exclusion | $870 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,150 | TotalAmt |
| Program Services | $7,150 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,845,255 | TotalAmt |
| Program Services | $2,411,069 | ProgramServicesAmt |
| Management And General | $434,186 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,899,446 | TotalAmt |
| Program Services | $64,218,028 | ProgramServicesAmt |
| Management And General | $7,681,418 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,080,235 | TotalAmt |
| Program Services | $3,910,427 | ProgramServicesAmt |
| Management And General | $169,808 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,078,338 | TotalAmt |
| Program Services | $6,176,525 | ProgramServicesAmt |
| Management And General | $1,901,813 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,432,695 | TotalAmt |
| Program Services | $4,255,243 | ProgramServicesAmt |
| Management And General | $177,452 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,467,588 | TotalAmt |
| Program Services | $282,975 | ProgramServicesAmt |
| Management And General | $1,184,613 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,329 | TotalAmt |
| Program Services | $3,977 | ProgramServicesAmt |
| Management And General | $51,352 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,211 | TotalAmt |
| Program Services | $72,777 | ProgramServicesAmt |
| Management And General | $12,434 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,195 | TotalAmt |
| Program Services | $514,780 | ProgramServicesAmt |
| Management And General | $7,415 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,015,258 | TotalAmt |
| Program Services | $1,527,155 | ProgramServicesAmt |
| Management And General | $488,103 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,919 | TotalAmt |
| Program Services | $533,586 | ProgramServicesAmt |
| Management And General | $87,333 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,012,027 | TotalAmt |
| Program Services | $5,611,550 | ProgramServicesAmt |
| Management And General | $400,477 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,554 | TotalAmt |
| Program Services | $115,558 | ProgramServicesAmt |
| Management And General | $175,996 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,021 | TotalAmt |
| Program Services | $57,331 | ProgramServicesAmt |
| Management And General | $179,690 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,061,704 | TotalAmt |
| Program Services | $1,113,210 | ProgramServicesAmt |
| Management And General | $948,494 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,862,382 | TotalAmt |
| Program Services | $1,862,382 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PURCHASED SERVICES | $5,478,616 | $1,727,013 | $3,751,603 |
| MEDICAL SUPPLIES | $4,964,761 | $4,933,368 | $31,393 |
| WRITE OFF OF ASSET | $465,832 | $189,232 | $276,600 |
| TRANSCRIPTION | $268,153 | $268,153 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,133 | TotalAmt |
| Program Services | $238,093 | ProgramServicesAmt |
| Management And General | $51,040 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,040,802 | TotalAmt |
| Program Services | $100,029,582 | ProgramServicesAmt |
| Management And General | $18,011,220 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,127,697 | BOYAmt |
| EOY | $3,100,208 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,782 | BOYAmt |
| EOY | $402,574 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,134,829 | BOYAmt |
| EOY | $4,411,977 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,721,682 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,026,877 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,214,020 | BOYAmt |
| EOY | $12,694,805 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,462,610 | BOYAmt |
| EOY | $8,060,929 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,340,938 | BOYAmt |
| EOY | $28,670,493 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,402,791 | BOYAmt |
| EOY | $16,653,646 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,056,598 | BOYAmt |
| EOY | $2,014,491 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,881,549 | BOYAmt |
| EOY | $8,875,658 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,340,938 | BOYAmt |
| EOY | $27,543,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,126,698 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,126,698 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,340,938 | BOYAmt |
| EOY | $28,670,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$29,579,572 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $30,706,270 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,498,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,525,991 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,982,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,534,657 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,784,326 | CurrentTaxYearAmt |
| Total | $379,325,350 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,498,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,525,991 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,982,295 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,534,657 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,784,326 | CurrentTaxYearAmt |
| Total | $379,325,350 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $379,325,350 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $212,904 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $257,928 | CurrentTaxYearAmt |
| Total | $854,903 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $185,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $212,904 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $257,928 | CurrentTaxYearAmt |
| Total | $854,903 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $244,277 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $270,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $188,621 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,886 | CurrentTaxYearMinus1YearAmt |
| Total | $772,614 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,742,437 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,982,396 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,383,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,801,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,042,254 | CurrentTaxYearAmt |
| Total | $380,952,867 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99570 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99630 | PublicSupportPY509Pct |
| Investment Income CY | 0.00220 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00160 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C PART II-B AND PART IV | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF LOBBYING ACTIVITIES MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE (APG) DOES NOT ENGAGE IN ANY DIRECT LOBBYING EFFORTS. HOWEVER, APG MAY PAY DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS, A PIECE OF WHICH MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. IN ADDITION, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), APG'S SOLE MEMBER, ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER AFFILIATED NETWORK ENTITIES. TOTAL LOBBYING EXPENDITURES WERE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,401,442 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,226,530 | DepreciationAmt |
| Book Value | $9,174,912 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,320,240 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,800,347 | DepreciationAmt |
| Book Value | $3,519,893 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,694,805 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM BIDCO (RISK CONTRACT SETTLEMENTS) | $2,175,745 |
| DUE FROM AFFILIATES (SIGNATURE AND LGH) | $1,326,498 |
| OTHER ACCOUNTS RECEIVABLE | $3,514,833 |
| PREPAID EXPENSES | $853,983 |
| LEASE DEPOSITS | $189,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,060,929 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OTHER BILH ENTITIES (HMFP) | $1,416,299 |
| DUE TO BIDMC | $6,659,410 |
| ACCRUED MALPRACTICE | $799,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,875,658 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,267,670,000 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $3,178,951,712 | OtherRevenueAmt |
| Revenue Not Reported | $3,178,951,712 | RevenueNotReportedAmt |
| Revenue Subtotal | $88,718,288 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$257,058 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$257,058 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $88,461,230 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,594,794,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,476,753,198 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,476,753,198 | ExpensesNotReportedAmt |
| Expenses Subtotal | $118,040,802 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $118,040,802 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | EACH ENTITY WITHIN THE BETH ISRAEL LAHEY HEALTH, INC. (BILH) SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGEMENT OCCURS. THE SYSTEM DID NOT RECOGNIZED THE EFFECT OF ANY INCOME TAX POSITIONS IN 2019. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED AFFILIATES NET ELIMINATIONS 3,141,357,604. 5 MONTH REVENUE NOT IN AFS 37,594,108. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -257,058. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 257,058. CONSOLIDATED AFFILIATES NET ELIMINATIONS 3,427,475,991. 5 MONTH EXPENSES NOT IN AFS 49,020,149. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BUCKLE MD DAVID | ||||||||||||||
| DIRECTOR, MD FAMILY MEDICINE | $296,636 | $0 | $18,862 | $0 | $4,034 | $0 | $33,000 | $0 | $12,552 | $0 | $365,084 | $0 | $0 | $0 |
| CARR MD JAYSON | ||||||||||||||
| DIRECTOR, MD INTERNAL MEDICINE | $394,279 | $0 | $10,433 | $0 | $7,534 | $0 | $33,000 | $0 | $31,026 | $0 | $476,272 | $0 | $0 | $0 |
| CHRISTROFORO JOHN | ||||||||||||||
| PRES/CEO/SEC; DIR (EX-OFF) | $334,606 | $0 | $96,862 | $0 | $25,325 | $0 | $16,050 | $0 | $40,042 | $0 | $512,885 | $0 | $0 | $0 |
| KIMBALL MD MPH ALEXA B | ||||||||||||||
| DIRECTOR | $0 | $738,539 | $0 | $151,754 | $0 | $11,232 | $0 | $44,000 | $0 | $41,926 | $0 | $987,451 | $0 | $0 |
| KORN MD RISA | ||||||||||||||
| DIRECTOR, MD INTERNAL MEDICINE | $365,904 | $0 | $16,300 | $0 | $8,445 | $0 | $33,000 | $0 | $10,902 | $0 | $434,551 | $0 | $0 | $0 |
| LEWIS MD STANLEY M | ||||||||||||||
| DIRECTOR (EX-OFFICIO) | $0 | $539,594 | $0 | $145,095 | $0 | $47,414 | $0 | $20,100 | $0 | $52,482 | $0 | $804,685 | $0 | $0 |
| ZEIDEL MD MARK L | ||||||||||||||
| DIRECTOR (EX-OFFICIO) | $0 | $788,842 | $0 | $2,300 | $0 | $16,650 | $0 | $47,038 | $0 | $26,288 | $0 | $881,118 | $0 | $0 |
| ARMSTRONG EMILY | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $172,842 | $0 | $20,994 | $0 | $145 | $0 | $4,413 | $0 | $30,008 | $0 | $228,402 | $0 | $0 |
| DESOCIO MICHAEL | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $254,507 | $0 | $73,900 | $0 | $7,820 | $0 | $31,440 | $0 | $30,213 | $0 | $397,880 | $0 | $0 | $0 |
| JUDGE MD DAVID | ||||||||||||||
| CHIEF MEDICAL OFFICER | $325,000 | $0 | $88,900 | $0 | $3,775 | $0 | $33,000 | $0 | $240 | $0 | $450,915 | $0 | $0 | $0 |
| ARMITAGE MD MARSHAL | ||||||||||||||
| PHYS, ORTHOPEDIC SURGERY | $646,735 | $0 | $186,497 | $0 | $5,881 | $0 | $27,500 | $0 | $32,431 | $0 | $899,044 | $0 | $0 | $0 |
| FRETER MD ROLF | ||||||||||||||
| PHYSICIAN, HEMATOLOGY/ONCOLOGY | $778,602 | $0 | $122,607 | $0 | $10,766 | $0 | $27,500 | $0 | $36,041 | $0 | $975,516 | $0 | $0 | $0 |
| KEHLMANN MD GLENN | ||||||||||||||
| PHYSICIAN, INTERNAL MEDICINE | $632,646 | $0 | $820 | $0 | $12,890 | $0 | $33,000 | $0 | $30,213 | $0 | $709,569 | $0 | $0 | $0 |
| MCCORMICK FRANCIS | ||||||||||||||
| PHYS, ORTHOPEDIC SURGERY | $596,486 | $0 | $250,125 | $0 | $5,994 | $0 | $27,500 | $0 | $9,272 | $0 | $889,377 | $0 | $0 | $0 |
| MULROY MD RICHARD | ||||||||||||||
| PHYS, ORTHOPEDIC SURGERY | $724,403 | $0 | $19,000 | $0 | $13,583 | $0 | $27,500 | $0 | $30,936 | $0 | $815,422 | $0 | $0 | $0 |
| WAYNE ANGELA | ||||||||||||||
| FORMER COO | $161,608 | $0 | $0 | $0 | $3,684 | $0 | $20,235 | $0 | $22,141 | $0 | $207,668 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | AS NOTED THROUGHOUT THIS FILING, FOR THE PERIOD COVERED BY THIS FILING BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS THE SOLE MEMBER OF BIDHC. AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 DETAIL. DURING THE 2018 CALENDAR YEAR, THE MEDICAL CENTER WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM WHICH IS A NON-QUALIFIED DEFERRED COMPENSATION PLAN AND PURSUANT TO THE PLAN ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS. AMOUNTS RECEIVED BY PARTICIPANTS AND RELATED TO THIS PLAN ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. |
| PART I, LINE 7 | APG'S EXECUTIVE AND PHYSICIAN COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. AS NOTED PREVIOUSLY IN THIS RETURN, FOR THE PERIOD COVERED BY THIS FILING THE MEDICAL CENTER SERVED AS SOLE MEMBER OF BIAPG AND HARVARD MEDICAL FACULTY PHYSICIAN AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER, AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER AND BID-HEALTHCARE ACCOMPLISH THEIR CHARITABLE PURPOSES. THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE IS REVIEWED AND APPROVED BY THE BID-HEALTHCARE COMPENSATION COMMITTEE. PHYSICIAN INCENTIVES ARE REVIEWED IN ACCORDANCE WITH THE HMFP COMPENSATION COMMITTEE INCENTIVE COMPENSATION REVIEW PROCESS. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: | THE FILING ORGANIZATION HAS PROVIDED DETAILED NARRATIVE DISCLOSURE FOR EACH INDIVIDUAL LISTED IN PART VII. NOTE, HOWEVER, THAT THE ORDER OF THE NARRATIVE DISCLOSURE INCLUDED BELOW MAY NOT COINCIDE WITH THE ORDER OF THE INDIVIDUALS LISTED IN PART VII. REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: REGULAR WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS QUANTIFIED IN OTHER REPORTABLE COMPENSATION WHICH MAY NOT BE SEPARATELY NOTED IN THIS FILING INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; DISTRIBUTIONS FROM A 457(B) PLAN; AMOUNTS INCLUDIBLE IN INCOME UNDER A 457(F) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED RETIREMENT BENEFITS; OTHER TAXABLE RETIREMENT BENEFITS DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT, UNFUNDED AND UNVESTED AMOUNTS DEFERRED UNDER 457(F) PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THESE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ALL DIRECTORS SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS, OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR, AS DENOTED BY THE LISTED TITLES. MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BID-HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS APG OR BIDHC. ADDITIONALLY, BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL MILTON, BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH AND JORDAN HEALTH SYSTEMS, INC. MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS BIDMC, BID-NEEDHAM, BID-MILTON, BID-PLYMOUTH, AND JHSI, RESPECTIVELY. FINALLY, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS HMFP, PFHC, HMS OR PFHC/HMS RESPECTIVELY. BUCKLE, M.D., DAVID DIRECTOR AND PHYSICIAN OF FAMILY MEDICINE MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE AND CLERK BETH ISRAEL DEACONESS NEEDHAM INSTRUCTOR IN MEDICINE HARVARD MEDICAL SCHOOL DR. BUCKLE'S POSITION AS CLERK FOR BID-NEEDHAM ENDED ON MARCH 1, 2019. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, DR. BUCKLE PERFORMED SERVICES FOR BID-HEALTHCARE AND WAS COMPENSATED BY HMFP. DR. BUCKLE'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-HEALTHCARE: BASE COMPENSATION: 296,635 INCENTIVE COMPENSATION: 18,862 OTHER REPORTABLE COMPENSATION: 4,034 DEFERRED COMPENSATION: 33,000 NON-TAXABLE BENEFITS: 12,552 CARR, M.D., JAYSON DIRECTOR AND PHYSICIAN, INTERNAL MEDICINE MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, DR. CARR PERFORMED SERVICES FOR BID-HC AND WAS COMPENSATED BY HMFP. AS REQUIRED BY THIS FORM 990, DR. CARR'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-HEALTHCARE: BASE COMPENSATION: 394,280 INCENTIVE COMPENSATION: 10,433 OTHER REPORTABLE COMPENSATION: 7,534 DEFERRED COMPENSATION: 33,000 NON-TAXABLE BENEFITS: 31,026 CHRISTOFORO, JOHN DIRECTOR (EX-OFFICIO), PRESIDENT, CHIEF EXECUTIVE OFFICER AND SECRETARY MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, MR. CHRISTOFORO PERFORMED SERVICES FOR BID-HC AND WAS COMPENSATED BY BIDMC. MR. CHRISTOFORO'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-HEALTHCARE: BASE COMPENSATION: 334,607 BONUS AND INCENTIVE COMPENSATION: 96,862 OTHER REPORTABLE COMPENSATION: 25,325 DEFERRED COMPENSATION: 16,050 NON-TAXABLE BENEFITS: 40,042 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. CHRISTOFORO INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $23,020. CICHELLO, ANTHONY DIRECTOR AND BOARD CHAIR MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE AND CLERK BETH ISRAEL DEACONESS HOSPITAL-MILTON TRUSTEE AND CLERK MILTON HOSPITAL FOUNDATION TRUSTEE AND CLERK COMMUNITY PHYSICIAN ASSOCIATES |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES (CONTINUED): | FOSDICK, KENNETH DIRECTOR MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH TRUSTEE JORDAN HEALTH SYSTEMS, INC. GOLDBERG, DEBORAH DIRECTOR MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP GOLDSTEIN, ALAN R. DIRECTOR MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP HELLER, IRWIN DIRECTOR MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP KIMBALL, M.D., MPH, ALEXA B. EFFECTIVE MARCH 1, 2019 DR. KIMBALL HELD THE FOLLOWING POSITIONS: PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE DIRECTOR (EX-OFFICIO) CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION DIRECTOR (EX OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS EMERGENCY MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) MEDICAL CARE OF BOSTON MANAGEMENT CORP., D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP PROFESSOR OF DERMATOLOGY HARVARD MEDICAL SCHOOL DR. KIMBALL JOINED THE BOARD OF BETH ISRAEL LAHEY HEALTH EFFECTIVE MARCH 1, 2019. SHE HELD ALL OTHER POSITIONS LISTED HERE FOR THE FULL FISCAL YEAR. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 738,539 INCENTIVE COMPENSATION: 151,754 OTHER REPORTABLE COMPENSATION: 11,232 DEFERRED COMPENSATION: 44,000 NON-TAXABLE BENEFITS: 41,926 KORN, M.D., RISA DIRECTOR AND PHYSICIAN-INTERNAL MEDICINE MEDICAL CARE OF BOSTON MANAGEMENT CORP., D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DR. KORN'S TERM ON THE BID-HEALTHCARE BOARD ENDED MARCH 5, 2019. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, DR. KORN PERFORMED SERVICES FOR BID-HEALTHCARE AND WAS COMPENSATED BY HMFP. AS REQUIRED BY THIS FORM 990, DR. KORN'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-HEALTHCARE: BASE COMPENSATION: 365,904 INCENTIVE COMPENSATION: 16,300 OTHER REPORTABLE COMPENSATION: 8,445 DEFERRED COMPENSATION: 33,000 NON-TAXABLE BENEFITS: 10,902 LEWIS, M.D., STANLEY CHIEF OF STRATEGY BETH ISRAEL LAHEY HEALTH (EFFECTIVE MARCH 1, 2019) SENIOR VICE PRESIDENT AND CHIEF SYSTEM DEVELOPMENT & STRATEGY OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER (THROUGH MARCH 1, 2019) TRUSTEE (EX-OFFICIO, CEO DESIGNATE) NEW ENGLAND BAPTIST HOSPITAL (EFFECTIVE MARCH 1, 2019) TRUSTEE BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH (THROUGH MARCH 1,2019) TRUSTEE JORDAN HEALTH SYSTEMS, INC. (THROUGH MARCH 1, 2019) DIRECTOR (EX-OFFICIO) MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE (EX-OFFICIO, CEO DESIGNATE) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM (EFFECTIVE MARCH 1, 2019) TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON (THROUGH MARCH 1, 2019) DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MILTON PHYSICIANS ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION (THROUGH MARCH 1, 2019) DIRECTOR (EX-OFFICIO) COMMUNITY PHYSICIANS ASSOCIATES (THROUGH MARCH 1, 2019) TRUSTEE (EX-OFFICIO, CEO DESIGNATE) MOUNT AUBURN HOSPITAL (EFFECTIVE MARCH 1, 2019) ASSOCIATE PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 539,594 INCENTIVE COMPENSATION: 145,095 OTHER REPORTABLE COMPENSATION: 47,414 DEFERRED COMPENSATION: 20,100 NON-TAXABLE BENEFITS: 52,482 OTHER REPORTABLE COMPENSATION FOR DR. LEWIS INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $42,720. |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES (CONTINUED): | MACDOWELL, VIRGINIA DIRECTOR MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP MAHONEY, WILLIAM D. DIRECTOR AND TREASURER MEDICAL CARE OF BOSTON MANAGEMENT CORP., D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP TRUSTEE BETH ISRAEL DEACONESS HOSPITAL NEEDHAM ZEIDEL, M.D. MARK L. DIRECTOR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DIRECTOR (EX-OFFICIO) AND CHIEF (MEDICINE) BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHAIR (MEDICINE) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS DEPT. OF MEDICINE FOUNDATION DIRECTOR LONGWOOD MEDICAL INTERNATIONAL FOUNDATION HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. ZEIDEL PERFORMS SERVICES FOR BOTH BIDMC AND HMFP. ALTHOUGH DR. ZEIDEL IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. ZEIDEL'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 394,421 INCENTIVE COMPENSATION: 1,150 OTHER REPORTABLE COMPENSATION: 8,325 DEFERRED COMPENSATION: 23,519 NON-TAXABLE BENEFITS: 13,144 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 394,421 INCENTIVE COMPENSATION: 1,150 OTHER REPORTABLE COMPENSATION: 8,325 DEFERRED COMPENSATION: 23,519 NON-TAXABLE BENEFITS: 13,144 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2018 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. ZEIDEL'S POSITION AS CHIEF OF MEDICINE AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF MEDICINE AND HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL: $155,985 BASE AND OTHER REPORTABLE COMPENSATION, $16,788 DEFERRED COMPENSATION AND $2,037 NON-TAXABLE BENEFITS. JUDGE, M.D., DAVID CHIEF MEDICAL OFFICER MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DR. JUDGE SERVED AS THE CHIEF MEDICAL OFFICER FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP THROUGH FEBRUARY 2019. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, DR. JUDGE PERFORMED SERVICES FOR BID-HEALTHCARE AND WAS COMPENSATED BY HMFP. AS REQUIRED BY THIS FORM 990, DR. JUDGE'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-HEALTHCARE: BASE COMPENSATION: 325,000 BONUS AND INCENTIVE COMPENSATION: 88,900 OTHER REPORTABLE COMPENSATION: 3,775 DEFERRED COMPENSATION: 33,000 NON-TAXABLE BENEFITS: 240 ARMSTRONG, EMILY ASSISTANT SECRETARY MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP BASE COMPENSATION: 172,842 BONUS AND INCENTIVE COMPENSATION: 20,994 OTHER REPORTABLE COMPENSATION: 145 DEFERRED COMPENSATION: 4,413 NON-TAXABLE BENEFITS: 30,008 DESOCIO, MICHAEL CHIEF FINANCIAL OFFICER MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, MR. DESOCIO PERFORMED SERVICES FOR BID-HEALTHCARE AND WAS COMPENSATED BY HMFP. MR. DESOCIO'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-HEALTHCARE: BASE COMPENSATION: 254,507 BONUS AND INCENTIVE COMPENSATION: 73,900 OTHER REPORTABLE COMPENSATION: 7,820 DEFERRED COMPENSATION: 31,440 NON-TAXABLE BENEFITS: 30,213 |
| SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES (CONTINUED): | WAYNE, ANGELA FORMER CHIEF OPERATING OFFICER MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP MS. WAYNE SERVED AS THE CHIEF OPERATING OFFICER FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP THROUGH JULY 2018. AS NOTED PREVIOUSLY AND AS REQUIRED, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR COMPENSATION AND ALL COMPENSATION REPORTED FOR MS. WAYNE WAS EARNED WHILE SHE WAS EMPLOYED AT BIDHC. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, MS. WAYNE PERFORMED SERVICES FOR BID-HEALTHCARE AND WAS COMPENSATED BY HMFP. MS. WAYNE'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-HEALTHCARE: BASE COMPENSATION: 161,607 BONUS AND INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,684 DEFERRED COMPENSATION: 20,235 NON-TAXABLE BENEFITS: 22,141 FRETER, M.D., ROLF PHYSICIAN, HEMATOLOGY/ONCOLOGY MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DURING THE PERIOD COVERED BY THIS FILLING AND FOR THE 2018 CALENDAR YEAR, DR. FRETER PERFORMED SERVICES FOR BID-HEALTHCARE AND WAS COMPENSATED BY APHMFP. DR. FRETER'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-HEALTHCARE: BASE COMPENSATION: 778,602 BONUS AND INCENTIVE COMPENSATION: 122,607 OTHER REPORTABLE COMPENSATION: 10,766 DEFERRED COMPENSATION: 27,500 NON-TAXABLE BENEFITS: 36,041 MULROY, M.D., RICHARD ORTHOPEDIC SURGEON MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DURING THE PERIOD COVERED BY THIS FILLING AND FOR THE 2018 CALENDAR YEAR, DR. MULROY PERFORMED SERVICES FOR BID HEALTHCARE AND WAS COMPENSATED BY APHMFP. DR. MULROY'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-HEALTHCARE: BASE COMPENSATION: 724,403 BONUS AND INCENTIVE COMPENSATION: 19,000 OTHER REPORTABLE COMPENSATION: 13,583 DEFERRED COMPENSATION: 27,500 NON-TAXABLE BENEFITS: 30,936 KEHLMANN, M.D., GLENN PHYSICIAN, INTERNAL MEDICINE MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP CLINICAL INSTRUCTOR IN MEDICINE HARVARD MEDICAL SCHOOL DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, DR. KEHLMANN PERFORMED SERVICES FOR BID-HEALTHCARE AND WAS COMPENSATED BY HMFP. DR. KEHLMANN'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-HEALTHCARE: BASE COMPENSATION: 632,646 BONUS AND INCENTIVE COMPENSATION: 820 OTHER REPORTABLE COMPENSATION: 12,890 DEFERRED COMPENSATION: 33,000 NON-TAXABLE BENEFITS: 30,213 ARMITAGE, M.D., MARSHAL ORTHOPEDIC SURGEON MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DURING THE PERIOD COVERED BY THIS FILLING AND FOR THE 2018 CALENDAR YEAR, DR. ARMITAGE PERFORMED SERVICES FOR BID-HEALTHCARE AND WAS COMPENSATED BY APHMFP. DR. ARMITAGE'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-HEALTHCARE: BASE COMPENSATION: 646,735 BONUS AND INCENTIVE COMPENSATION:186,497 OTHER REPORTABLE COMPENSATION: 5,881 DEFERRED COMPENSATION: 27,500 NON-TAXABLE BENEFITS: 32,431 MCCORMICK, M.D., FRANCIS ORTHOPEDIC SURGEON MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DURING THE PERIOD COVERED BY THIS FILLING AND FOR THE 2018 CALENDAR YEAR, DR. MCCORMICK PERFORMED SERVICES FOR BID-HEALTHCARE AND WAS COMPENSATED BY APHMFP. DR. MCCORMICK'S COMPENSATION ATTRIBUTABLE TO THIS POSITION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-HEALTHCARE: BASE COMPENSATION: 596,485 BONUS AND INCENTIVE COMPENSATION: 250,125 OTHER REPORTABLE COMPENSATION: 5,994 DEFERRED COMPENSATION: 27,500 NON-TAXABLE BENEFITS: 9,272 |
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 |
|---|---|---|---|---|---|---|---|---|
| MDFA - SERIES 2019K | ||||||||
| A | 043431814 | 57584YTK5 | 2019-07-13 | $211,922,775 | SEE PART VI | 0 | 0 | 0 |
| MDFA - SERIES 2018J-1 J-2 | ||||||||
| B | 043431814 | 57584YJW0 | 2018-06-13 | $479,594,374 | SEE PART VI | 0 | 0 | 0 |
| MDFA - SERIES 2016I | ||||||||
| C | 043431814 | 57584XMT5 | 2016-05-12 | $257,611,877 | SEE PART VI | 0 | 0 | 0 |
| MDFA - LAHEY SERIES F | ||||||||
| D | 042323457 | NONEXXXXX | 2015-10-21 | $262,828,878 | RETIRE BONDS & CAP ACQUISITION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | UnspentUnspentAmt | RetiredRetiredAmt | Other Spent ProceedsOtherSpentProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $211,922,775 | $2,931,137 | $208,991,638 | 0 | 0 | 0 | Yes (1) | |||||
| B | $493,298,411 | $4,594,374 | $114,836,435 | 0 | 0 | Yes (1) | Yes (1) | $362,998,912 | ||||
| C | $257,618,370 | $2,515,889 | $19,006,493 | 0 | Yes (1) | Yes (1) | Yes (1) | $8,805,000 | $236,095,988 | |||
| D | $261,009,548 | $1,310,144 | $64,587,388 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $31,060,330 | $28,000,000 | $4,857,465 | $160,202,232 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | 0 |
| C | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | 0 |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BOND A, ENTITY 1: | PART I, ROW A, COLUMN F, DESCRIPTION OF PURPOSE: THE ISSUE REFUNDED ISSUES DATED 06/09/2008, 11/30/2005, 6/16/2003, AND 6/4/1998. |
| BOND B, ENTITY 1: | PART I, ROW B, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE CAPITAL PROJECTS AND REFUND ISSUES DATED 6/9/2008; 7/13/2004; 2/11/1998 PART II, COLUMN B, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $13,704,037 OF INVESTMENT EARNINGS |
| BOND C, ENTITY 1: | PART I, ROW C, COLUMN F: THE ISSUE'S PURPOSE WAS TO FINANCE AN OUTPATIENT AMBULATORY CARE BUILDING, FACILITY UPGRADES, AND COMPUTER UPGRADES AT CERTAIN BIDMC AFFILIATES. PART II, COLUMN C, LINE 3: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $26,884,283 OF INVESTMENT EARNINGS PART II, COLUMN C, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW |
| BOND D, ENTITY 1: | PART III, COLUMN D, LINE 9: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE THAT ALL NONQUALIFIED BONDS OF THE THESE ISSUES ARE REMEDIATED IN ACCORDANCE WITH THE REQUIREMENTS UNDER REGULATIONS SECTIONS 1.141-12 AND 1.145-2. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. PART V, COLUMN D: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH VOLUNTARY CLOSING AGREEMENT PROGRAM AND SELF-REMEDIATION ISN'T AVAILABLE. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. |
| BOND A, ENTITY 2: | PART I, ROW A, COLUMN F: THE ISSUE'S PURPOSE WAS TO REFINANCE SEVERAL DIFFERENT ISSUES, FUND TERMINATION PAYMENTS, AND FUND BUILDING IMPROVEMENTS, EQUIPMENT AND LAND IMPROVEMENTS. PART IV, COLUMN A, LINE 2(C): ARBITRAGE REBATE & YIELD RESTRICTION LIABILITY CALCULATION PERFORMED ON OCTOBER 29, 2019. |
| BOND B, ENTITY 2: | PART I, ROW B, COLUMN F: DESCRIPTION OF PURPOSE: CONSTRUCTION & EQUIPPING OF A POWER PLANT AND ACQUISITION OF CAPITAL ASSETS. PART III, COLUMN D, LINE 9: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE THAT ALL NONQUALIFIED BONDS OF THE THESE ISSUES ARE REMEDIATED IN ACCORDANCE WITH THE REQUIREMENTS UNDER REGULATIONS SECTIONS 1.141-12 AND 1.145-2. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. PART V, COLUMN B: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH VOLUNTARY CLOSING AGREEMENT PROGRAM AND SELF-REMEDIATION ISN'T AVAILABLE. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. |
| BOND C, ENTITY 2: | PART II, COLUMN C, LINE 11: 8,993,760 OF THE PROCEEDS LISTED WERE USED FOR TERMINATION OF THE HEDGE AGREEMENT, WITH THE REMAINDER BEING REFUNDING PROCEEDS THAT ARE NO LONGER IN ESCROW PART III, COLUMN C: THE 2012 ISSUE ARE EXEMPT FROM COMPLETING PART III AS THE ISSUE ARE REFUNDINGS OF BONDS ISSUED PRIOR TO 12/31/2002. |
| BOND D, ENTITY 2: | PART II, COLUMNS D, LINE 11: THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW PART III, COLUMN C: THE 2011 ISSUE ARE EXEMPT FROM COMPLETING PART III AS THE ISSUE ARE REFUNDINGS OF BONDS ISSUED PRIOR TO 12/31/2002. |
| BOND A, ENTITY 3: | PART III, COLUMN D, LINE 9: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE THAT ALL NONQUALIFIED BONDS OF THE THESE ISSUES ARE REMEDIATED IN ACCORDANCE WITH THE REQUIREMENTS UNDER REGULATIONS SECTIONS 1.141-12 AND 1.145-2. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. PART V, COLUMN B: AS OF FISCAL YEAR END 2019, BETH ISRAEL LAHEY HEALTH HAS PLANS TO INCLUDE BOTH LAHEY SERIES F AND LAHEY SERIES E UNDER ITS WRITTEN POLICIES AND PROCEDURES TO ENSURE VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH VOLUNTARY CLOSING AGREEMENT PROGRAM AND SELF-REMEDIATION ISN'T AVAILABLE. THE DELAY IN ADOPTING UPDATED POLICIES AND PROCEDURES HAS RESULTED, IN LARGE PART, DUE TO COMPLICATIONS RESULTING FROM COVID-19. |
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 |
|---|---|---|---|---|---|---|---|---|
| MDFA - SERIES 2015 H-1 | ||||||||
| A | 043431814 | 57584XDH1 | 2015-09-02 | $203,702,204 | SEE PART VI | 0 | 0 | 0 |
| MDFA - LAHEY SERIES E | ||||||||
| B | 043431814 | NONEXXXXX | 2013-03-07 | $130,000,000 | POWER PLANT & CAPITAL ACQUISITION | 0 | 0 | 0 |
| MDFA - SERIES 2012G | ||||||||
| C | 043431814 | NONEXXXXX | 2012-07-11 | $49,910,000 | REFUND ISSUE DATED 02/11/1998 | 0 | 0 | 0 |
| MDFA - SERIES 2011 F-1 F-2 F-3 | ||||||||
| D | 043431814 | NONEXXXXX | 2011-09-15 | $120,280,000 | REFUND ISSUE DATED 02/11/1998 | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $42,965,000 | $203,702,204 | $2,348,479 | $201,353,725 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| B | $77,815,000 | $130,050,301 | $500,000 | 0 | 0 | Yes (1) | Yes (1) | $129,550,301 | |
| C | $49,910,000 | $368,094 | $49,541,906 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| D | $88,820,000 | $120,280,000 | $290,672 | $119,989,328 | Yes (1) | 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 | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00500 | 0.00400 | 0.00900 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) | |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | ||||
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHEFA - WINCHESTER SERIES F | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042456011 | BondIssuerEIN |
| CUSIP | 57586CDD4 | CUSIPNum |
| Bond Issued | 2004-07-08 | BondIssuedDt |
| Issue Price | $30,340,000 | IssuePriceAmt |
| Purpose | SERIAL BOND SERIES F - ADV REFUND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,330,000 | RetiredAmt |
| Total Proceeds | $30,340,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $412,448 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $29,927,552 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | Yes (1) | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART IV, LINE 12: | THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2019. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. (BILH), AND THE ENTITIES FOR WHICH BETH ISRAEL LAHEY HEALTH, INC. (BILH) SERVED AS SOLE MEMBER DURING THE FISCAL PERIOD COVERED BY THIS FILING, (BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY CLINIC FOUNDATION, LAHEY HEALTH SHARED SERVICES, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL HEALTH CORPORATION (NBHC) AND ANNA JAQUES HOSPITAL). EACH OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES, AND WHOSE ACCOUNTS ARE INCLUDED IN THE BILH AUDITED FINANCIAL STATEMENTS. THE FINANCIAL STATEMENTS ALSO INCLUDE THE ACCOUNTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING BIDMC ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER. |
| FORM 990, PART V, LINE 7G: | MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. |
| FORM 990, PART V, LINE 7H: | MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS,BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C. |
| FORM 990, PART IV, LINE 24A: | STATEMENT REGARDING TAX EXEMPT BOND ISSUE AS DESCRIBED IN THIS FORM 990, FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. WAS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND SERVED AS A SUPPORT ORGANIZATION OF AND SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP. DURING THIS SAME PERIOD MEDICAL CARE OF BOSTON MANAGEMENT CORP. WAS A MEMBER OF THE BETH ISRAEL LAHEY HEALTH, INC. OBLIGATED GROUP AND ITS TAX EXEMPT BOND FINANCING WASS ISSUED THROUGH BETH ISRAEL LAHEY HEALTH, INC. THE SCHEDULE K AS INCLUDED IN THIS FORM 990 INCLUDES ALL OF THE BETH ISRAEL LAHEY HEALTH, INC. OBLIGATED GROUP OUTSTANDING DEBT FOR BONDS ISSUED AFTER DECEMBER 31, 2002 ONLY A PORTION OF WHICH IS ALLOCABLE TO AND REPORTED ON MEDICAL CARE OF BOSTON MANAGEMENT CORP'S BALANCE SHEET. |
| FORM 990, PART IV, LINE 24B: | INVESTMENT OF TAX-EXEMPT BOND PROCEEDS BEYOND THE TEMPORARY PERIOD EXCEPTION PROCEEDS IN THE PROJECT FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, BUT WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. |
| FORM 990, PART V, LINE 2: | STATEMENT RE PAYROLL BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), THE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP, SERVES AS MEDICAL CARE OF BOSTON MANAGEMENT CORP'S COMMON PAY AGENT. IN ACCORDANCE WITH INSTRUCTIONS TO THE 2018 FORM 990, MEDICAL CARE OF BOSTON MANAGEMENT CORP IS REPORTING THE NUMBER OF FORMS W-2 ISSUED AS IF THEY HAD BEEN ISSUED DIRECTLY BY MEDICAL CARE OF BOSTON MANAGEMENT CORP. IN ADDITION, MEDICAL CARE OF BOSTON MANAGEMENT CORP'S WAGES AND WITHHOLDING ARE REPORTED ON THE BIDMC FORM 941, SCHEDULE R, ALLOCATION SCHEDULE FOR AGGREGATE FORM 941 FILERS, EACH QUARTER AS REQUIRED. |
| FORM 990, PART VI, SECTION A, LINE 2 | FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH, INC. SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL CORPORATION (NBC), AND ANNA JAQUES HOSPITAL. THE LAHEY CLINIC FOUNDATION IN TURN SERVES AS SOLE MEMBER TO LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL DBA LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). ADDITIONAL ENTITIES LISTED HERE MAY ALSO IN TURN SERVE AS MEMBER TO OTHER NETWORK AFFILIATES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE NETWORK OF AFFILIATED ORGANIZATIONS. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. |
| FORM 990, PART VI, SECTION A, LINE 4 | MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP MADE CHANGES TO ITS BYLAWS DURING THE FISCAL PERIOD ENDED SEPTEMBER 30, 2019 AS PART OF THE CREATION OF THE BETH ISRAEL LAHEY HEALTH (BILH), AN INTEGRATED HEALTH CARE SYSTEM PROVIDING PATIENT CARE INFORMED BY WORLD-CLASS RESEARCH AND EDUCATION. BETH ISRAEL LAHEY HEALTH, INC. BECAME THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP'S MEMBER. CHANGES TO THE BYLAWS AFFECT: - FREQUENCY OF MEETINGS - MINIMUM & MAXIMUM NUMBER OF TRUSTEES - EX-OFFICIO TRUSTEES - APPOINTMENT, REAPPOINTMENT AND REMOVAL OF TRUSTEES - COMMITTEES - OFFICERS - TERMS AND TERM LIMITS |
| FORM 990, PART VI, SECTION A, LINE 6 | EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, THE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP. |
| FORM 990, PART VI, SECTION A, LINE 7A | FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER SERVED AS SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP. BIDMC DID NOT HAVE THE AUTHORIZATION TO APPOINT MEMBERS OF THE MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP BOARD OF DIRECTORS, HOWEVER, BIDMC DID HAVE THE RIGHT TO APPROVE MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP'S DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | FOR THE PERIOD COVERED BY THIS FILING, THE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP'S BYLAWS: - THE POWER AND AUTHORITY TO APPROVE ANNUAL OPERATING AND CAPITAL BUDGETS FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP AS WELL AS THE POWER TO APPROVE THE OVERALL STRATEGIC AND FINANCIAL PLANS FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP CONSISTENT WITH THE STRATEGIC AND FINANCIAL PLANS OF THE MEMBER. IN ADDITION, UNDER CERTAIN CIRCUMSTANCES THE MEMBER ALSO APPROVES ANNUAL OPERATING BUDGET VARIANCES OF OVER $500,000 PER FISCAL YEAR; - TO APPROVE ANY CAPITAL EXPENDITURE NOT REFLECTED IN AN APPROVED CAPITAL BUDGET PROVIDED THAT THE PRESIDENT MAY APPROVE CAPITAL EXPENDITURES NOT REFLECTED IN AN APPROVED CAPITAL BUDGET TO THE EXTENT (IF ANY) APPROVED BY THE MEMBER PURSUANT TO A STANDING AUTHORIZATION AS REFLECTED IN A BOARD RESOLUTION ADOPTED BY THE MEMBER; - TO APPROVE THE BORROWING OF, OR INCURRENCE OF DEBT IN, ANY AMOUNT OTHER THAN (A) FOR PURPOSES OF SECURING WORKING CAPITAL FROM A LENDER WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER AND PURSUANT TO THEN EXISTING LOAN DOCUMENTATION CONTAINING THE TERMS AND PROVISIONS RELATING TO SUCH BORROWING WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER, AND (B) DEBT INCURRED IN THE ORDINARY COURSE OF BUSINESS WHICH IS ANTICIPATED IN AND CONSISTENT WITH THE ANNUAL OPERATING BUDGET OR A CAPITAL BUDGET WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER FOR THE YEAR IN WHICH INCURRED; - TO SELECT IN CONSULTATION WITH THE AUDIT, COMPLIANCE AND RISK COMMITTEE OF THE AUDIT, COMPLIANCE AND RISK OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP, AN INDEPENDENT AUDITOR TO EXAMINE THE FINANCIAL ACCOUNTS OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP; - TO APPROVE THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ENTERING INTO OF ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENT BY MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP; - TO APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP OR ANY SUBSIDIARY, OR THE SALE, LEASE, TRANSFER, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP OR ANY SUBSIDIARY; - TO APPROVE THE ELECTION OF ELECTED DIRECTORS, THE APPOINTMENT OF THE PRESIDENT OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP, THE REMOVAL OF ANY ELECTED DIRECTOR OR THE PRESIDENT OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP, AND THE FILLING OF VACANCIES IN BOARD SEATS HELD BY ELECTED DIRECTORS OR IN THE OFFICE OF PRESIDENT; - TO APPROVE THE APPOINTMENT OR REMOVAL OF THE MANAGED CARE CONTRACTING ORGANIZATION FOR MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP, CONTRACTS INCLUDING MATERIAL EXCLUSIVITY OR NON-COMPETITION PROVISIONS, AND ANY MULTI-YEAR CONTRACT WITH AN ANNUAL BUDGET IMPACT OF $500,000 OR MORE, SHALL BE SUBJECT TO APPROVAL BY THE MEMBER. THE MEMBER IS ALSO AUTHORIZED TO ACT AS MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP'S NON-EXCLUSIVE AGENT AND ATTORNEY-IN-FACT FOR PURPOSES OF NEGOTIATING AND EXECUTING MANAGED CARE CONTRACTS; - TO TAKE ACTION TO CAUSE ASSETS OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP TO BE TRANSFERRED, OTHER THAN IN THE ORDINARY COURSE OF CONDUCT OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP'S BUSINESS, TO THE MEMBER TO ADVANCE THE CHARITABLE PURPOSES OF THE MEMBER OR OF AN AFFILIATE OF THE MEMBER; AND, - OTHER POWERS AND RIGHTS AS VESTED BY LAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | AS NOTED IN VARIOUS DISCLOSURES THROUGHOUT THIS FILING, EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) BECAME THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP. THIS FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP, THE TAX DIRECTOR OF BILH AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) SERVED AS THE SOLE MEMBER OF THE MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE (BIDHC) A/K/A AFFILIATED PHYSICIANS GROUP. THE BIDMC OFFICE OF COMPLIANCE AND BUSINESS CONDUCT INCLUDES THE BIDHC IN ITS CONFLICT OF INTEREST PROCESS. A DESCRIPTION OF THE BIDMC CONFLICT OF INTEREST PROCESS IS BELOW. FOR THE PERIOD COVERED BY THIS FILING, THE MEDICAL CENTER MAINTAINED A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY THAT APPLIED TO ALL MEMBERS OF ITS WORKFORCE, INCLUDING EMPLOYEES, PROFESSIONAL STAFF, TRAINEES, CONSULTANTS, CONTRACTORS, AGENTS, AND VENDORS, AND TO THE MEMBERS OF THE BOARD OF DIRECTORS. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS AN INTEGRALLY RELATED ENTITY TO THE MEDICAL CENTER AND EMPLOYS THE MAJORITY OF PHYSICIANS PROVIDING PATIENT CARE AT THE MEDICAL CENTER. HMFP ALSO HAS A COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THESE POLICIES, ALL MEMBERS OF THE MEDICAL CENTER'S WORKFORCE MUST DISCLOSE CONFLICTS OF INTEREST AT THE TIME OF INSTITUTIONAL TRANSACTIONS AND MUST RECUSE THEMSELVES FROM THE DECISION-MAKING REGARDING THE TRANSACTION BETWEEN THE MEDICAL CENTER AND THE OUTSIDE BUSINESS IN WHICH THEY OR A FAMILY MEMBER HAVE A POSITION OR A FINANCIAL INTEREST. LIMITED PARTICIPATION IN THE DISCUSSION AND/OR RECOMMENDATIONS ABOUT A TRANSACTION MAY BE ALLOWED, PROVIDED THAT THE PERSON WITH AUTHORITY OF THE FINAL DECISION-MAKING DETERMINES THAT THE INVOLVEMENT IS APPROPRIATE, AND THE OTHERS INVOLVED IN THE DISCUSSION ARE AWARE OF THE FINANCIAL INTEREST OF THE CONFLICTED PARTY. THE MEDICAL CENTER MONITORS COMPLIANCE WITH THIS POLICY BY REQUIRING ALL MEMBERS OF THE WORKFORCE PARTICIPATING IN THE PROCESS TO COMPLETE A WRITTEN DISCLOSURE FORM AT THE TIME OF DISCUSSIONS AND NEGOTIATIONS WITH A SUPPLIER AND BY REQUIRING THE SUPPLIER TO IDENTIFY IN WRITING THOSE PARTICIPANTS WHO HAVE AN OUTSIDE RELATIONSHIP WITH THE SUPPLIER. A SUPPLIER'S FAILURE TO MAKE A REQUIRED DISCLOSURE MAY RESULT IN DISQUALIFICATION FROM BEING A SUPPLIER AND CAN BE GROUNDS FOR TERMINATION OF THE CONTRACT. SIMILARLY, ANY MEMBER OF THE MEDICAL CENTER BOARD OF DIRECTORS WHO IS IN A POSITION TO VOTE ON OR INFLUENCE A PARTICULAR TRANSACTION OR DECISION OF THE MEDICAL CENTER MUST NOTIFY THE BOARD OR THE COMMITTEE IF THEY OR A FAMILY MEMBER MIGHT MATERIALLY BENEFIT AND THEY MUST RECUSE THEMSELVES FROM PARTICIPATION AND VOTING ON THE DECISION. IN ADDITION, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES OF BOTH THE MEDICAL CENTER AND HMFP ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT DISCLOSURE WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIPS MAINTAINED BY OFFICERS, DIRECTORS OR KEY EMPLOYEES AND THEIR IMMEDIATE FAMILY MEMBERS WHICH MAY RESULT IN A CONFLICT OF INTEREST. PURSUANT TO THE MEDICAL CENTER'S CONFLICT OF INTEREST POLICY, MANY INDIVIDUALS IN ADDITION TO THOSE REPORTED ON THE TAX RETURNS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT DISCLOSURE. THESE ADDITIONAL CATEGORIES INCLUDE OFFICERS, SENIOR MANAGEMENT, CHIEFS OF SERVICE, DIVISION CHIEFS, AND OTHER WORKFORCE AND PROFESSIONAL STAFF CATEGORIES AS IDENTIFIED FROM TIME TO TIME BY THE PRESIDENT, THE SENIOR VICE PRESIDENT FOR COMPLIANCE, AUDIT, AND RISK OR THE CONFLICTS OF INTEREST COMMITTEE. FOR THESE EMPLOYEES, PROVIDING A DISCLOSURE IS A CONDITION OF EMPLOYMENT AND/OR MEDICAL STAFF APPOINTMENT. THE OFFICE OF COMPLIANCE AND BUSINESS CONDUCT (OCBC) COLLECTS, REVIEWS, AND DETERMINES APPROPRIATE ACTION FOR THE ANNUAL CONFLICT OF INTEREST DISCLOSURES ON BEHALF OF THE MEDICAL CENTER. THE DISCLOSURE MAY BE REFERRED TO MANAGEMENT AND TO THE CONFLICT OF INTEREST COMMITTEE FOR REVIEW. THE HMFP COMPLIANCE OVERSIGHT COMMITTEE REVIEWS ANNUAL CONFLICT OF INTEREST DISCLOSURES ON BEHALF OF HMFP. BECAUSE OF THE INTEGRAL RELATIONSHIP BETWEEN THE MEDICAL CENTER AND HMFP, MANY INDIVIDUALS ARE COVERED BY BOTH ENTITIES' CONFLICT OF INTEREST POLICIES AND ANNUAL DISCLOSURE REQUIREMENTS. IN CASES OF DUAL RESPONSIBILITIES, THE RESPONSES ARE REVIEWED BY BOTH THE MEDICAL CENTER AND HMFP FOR DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. PURSUANT TO EACH INSTITUTION'S CONFLICT OF INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED, WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A PLAN TO REQUIRE DISCLOSURE AND RECUSAL INCLUDING APPROPRIATE DOCUMENTATION IN THE MINUTES. AS NOTED THROUGHOUT THIS FILING, EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH, INC. (BILH) BECAME THE MEDICAL CENTER'S THE SOLE MEMBER. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE BILH TAX DEPARTMENT ISSUED A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE MEDICAL CENTER BOARD OF DIRECTORS, OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS WAS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR THE MEDICAL CENTER, BIDHC AND ALL OF THE BILH AFFILIATESTO COMPLETELY AND ACCURATELY PROCESS AND COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, QUESTION 14 - WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY AS PREVIOUSLY NOTED, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE (APG). APG DOES NOT MAINTAIN ITS OWN WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY; HOWEVER, BIDMC HAS A WRITTEN RECORDS MANAGEMENT POLICY WHICH APG INFORMALLY USES FOR GUIDANCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | AS PREVIOUSLY NOTED, FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) SERVED AS THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (BIDHC). AS ALSO NOTED THROUGHOUT THIS FILING, BIDHC AND BIDMC ALONG WITH THEIR ADDITIONAL AFFILIATES ALL BECAME MEMBERS OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES WITH BILH SERVING AS BIDMC'S SOLE MEMBER EFFECTIVE MARCH 1, 2019. PRIOR TO MARCH 1, 2019 BIDHC MAINTAINED A COMPENSATION COMMITTEE. ALL MEMBERS WERE INDEPENDENT. AS REQUIRED BY THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, COMPENSATION REPORTED HEREIN IS CALENDAR YEAR 2018 COMPENSATION. AS SUCH, COMPENSATION REPORTED IN THIS FORM 990 FOR BIDHC OFFICERS, DIRECTORS AND KEY EMPLOYEES WAS SET BY THE BIDHC COMPENSATION COMMITTEE AND GUIDED BY THE COMMITTEE'S OBLIGATIONS AS OUTLINED BELOW. FOR THE PERIOD COVERED BY THIS FILING MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (BIDHC) MAINTAINED A COMPENSATION COMMITTEE COMPOSED OF MEMBERS OF ITS BOARD OF DIRECTORS. THE CHAIR AND THE MAJORITY OF ITS MEMBERS WERE INDEPENDENT. THE COMPENSATION COMMITTEE ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE OF THE CHIEF EXECUTIVE OFFICER (CEO), CHIEF FINANCIAL OFFICER (CFO) AND CHIEF OPERATING OFFICER (COO). AS NOTED PREVIOUSLY, FOR THAT FISCAL PERIOD, BIDMC WAS THE SOLE MEMBER OF BIDHC AND THE BIDMC SENIOR VICE PRESIDENT OF HUMAN RESOURCES SUPPORTED THE BIDHC COMPENSATION COMMITTEE IN RETAINING COUNSEL TO PROVIDE COMPARABILITY DATA RELATED TO THIS PROCESS. THE BIDHC COMPENSATION COMMITTEE WAS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS WAS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIES WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIED UPON BI-ANNUAL WRITTEN COMPENSATION SURVEYS/STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. BIDHC REVIEWED INDUSTRY TRENDS WITH THE CONSULTANT IN THE INTERVENING YEARS. THE COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY DATA PREPARED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM. TO ENSURE INDEPENDENCE, NO BIDHC STAFF THAT MIGHT PROVIDE ADMINISTRATIVE SUPPORT TO THIS COMMITTEE WAS PRESENT FOR THESE DISCUSSIONS. THE COMPENSATION COMMITTEE VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS FOR THE CFO AND COO AND THE COMPENSATION PACKAGE FOR THE CEO WAS SUBMITTED TO THE FULL BIDHC BOARD OF DIRECTORS FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. IN ADDITION, AS NOTED THROUGHOUT THIS NARRATIVE SUPPORT TO THE FORM 990, FOR THE CALENDAR YEAR 2018 FOR WHICH COMPENSATION IN THIS FILING IS REPORTED, BIDMC WAS THE SOLE MEMBER OF BIDHC AND THE BIDMC COMPENSATION COMMITTEE REVIEWED THE COMPENSATION OF THE BIDHC CEO AND THE INFORMATION WAS REPORTED TO THE FULL BIDMC BOARD OF DIRECTORS. THE BIDHC CHIEF MEDICAL OFFICER (CMO) WAS EMPLOYED BY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP). AS NOTED PREVIOUSLY IN THIS RETURN, HMFP IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER, AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER AND BIDHC ACCOMPLISH THEIR CHARITABLE PURPOSES. FOR THE PERIOD COVERED BY THIS FILING BIDHC HAD IMPLEMENTED AN INCENTIVE COMPENSATION PROGRAM FOR THE BIDHC CMO BASED ON INDEPENDENT GOALS AND OBJECTIVES. THE BIDHC COMPENSATION COMMITTEE APPROVED THE INCENTIVE PAYMENT. IN ADDITION, THE CMO'S OVERALL COMPENSATION PACKAGE WAS SUBJECT TO THE POLICIES AND PROCEDURES OF THE HMFP COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH TAX DEPARTMENT 109 BROOKLINE AVENUE, SUITE 300 BOSTON, MA 02215 |
| FORM 990, PART XI, LINE 9: | TRANSFER FROM AFFILIATES 30,706,270. |
| FORM 990, PART XII, LINE 2C: | ON MARCH 1, 2019, LAHEY HEALTH SYSTEM INCLUDING THE LAHEY CLINIC AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER, WINCHESTER HOSPITAL, NORTHEAST HOSPITAL CORPORATION D/B/A BEVERLY HOSPITAL, ADDISON GILBERT HOSPITAL AND BAYRIDGE HOSPITAL, THE BETH ISRAEL DEACONESS SYSTEM INCLUDING BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS MILTON, BETH ISRAEL DEACONESS NEEDHAM AND BETH ISRAEL DEACONESS PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL, ANNA JAQUES HOSPITAL AS WELL AS ENTITIES FOR WHICH THESE LISTED ORGANIZATIONS SERVE AS SOLE MEMBER AND ADDITIONAL AFFILIATES CAME TOGETHER TO FORM BETH ISRAEL LAHEY HEALTH (BILH). AS A NEWLY CREATED HEALTHCARE SYSTEM, BILH ENGAGED KPMG TO PERFORM A FINANCIAL AUDIT OF THE SYSTEM. THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR FISCAL PERIOD ENDED SEPTEMBER 30, 2019. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND ITS AFFILIATES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (62 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 | Direct Controlling NADirectControllingNACd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADDISON GILBERT SOCIETY INC | |||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 464371382 | SUPPORT | MA | 501(C)(3) | 7 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | |||||
| ANNA JAQUES COMMUNITY HEALTH FOUNDATION | |||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 043318952 | FUNDRSG ORG | MA | 501(C)(3) | 12A, I | ANNA JAQUES HOSPITAL INC | Yes (1) | |||||
| ANNA JAQUES HOSPITAL INC | |||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 042104338 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | |||||
| ASSOC PHYS HARVARD MED FAC PHY AT BIDMC | |||||||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 320058309 | TO PROVIDE EMERGENCY MEDICAL SERVICES | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| BAIM INSTITUTE OF CLINICAL RESEARCH INC FKA HCRI | |||||||||||||||
| 930 COMMONWEALTH AVE | BOSTON | MA | 02215 | 043521077 | SCIENTIFIC & MEDICAL RESEARCH | MA | 501(C)(3) | 7 | Yes (1) | N/A | |||||
| BETH ISRAEL DEACONESS HOSPITAL - MILTON INC | |||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 042103604 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | |||||
| BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC | |||||||||||||||
| 148 CHESTNUT ST | NEEDHAM | MA | 02492 | 043229679 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | |||||
| BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC | |||||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 222667354 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | |||||
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042103881 | THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | |||||
| BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LPCO | |||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 472248298 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | |||||
| BETH ISRAEL LAHEY HEALTH INC | |||||||||||||||
| 20 UNIVERSITY ROAD | CAMBRIDGE | MA | 02138 | 832671600 | SUPPORT | MA | 501(C)(3) | 12A, I | Yes (1) | N/A | |||||
| BI ANAESTHESIA FOUNDATION INC | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042997215 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| BI COMMUNITY FOUNDATION INC | |||||||||||||||
| 330 BROOKLINE AVE STE 300 | BOSTON | MA | 02215 | 042776678 | INACTIVE CORPORATION | MA | 501(C)(3) | 7 | Yes (1) | N/A | |||||
| BI DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC | |||||||||||||||
| 330 BROOKLINE AVE W/CC-2 | BOSTON | MA | 02215 | 364803234 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043079630 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 208253452 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043030397 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 204974585 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 020671240 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| BI DERMATOLOGY FOUNDATION INC | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043117601 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP | |||||||||||||||
| 482 BEDFORD STREET | LEXINGTON | MA | 02420 | 043200113 | SUPPORT | MA | 501(C)(3) | 12A, I | 0 | N/A | |||||
| BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042794855 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| BIDMC PHARMACY INC | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 822526816 | OPERATE A SPECIALTY PHARMACY | MA | 501(C)(3) | 12A, I | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF | |||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 222566792 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 12A, I | BETH ISRAEL DEACONESS HOSPITAL - MILTON | Yes (1) | |||||
| BIH PATHOLOGY FOUNDATION INC | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 222548374 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| BIH RADIOLOGIC FOUNDATION INC | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042571853 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| CAB HEALTH AND RECOVERY SERVICES INC | |||||||||||||||
| 199 ROSEWOOD DRIVE SUITE 250 | DANVERS | MA | 01923 | 042400270 | SUBSTANCE ABUSE | MA | 501(C)(3) | 10 | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | |||||
| CAREGROUP PARMENTER HOME CARE & HOSPICE INC | |||||||||||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 473111453 | HOME CARE & HOSPICE | MA | 501(C)(3) | 12A, I | MOUNT AUBURN HOSPITAL | Yes (1) | |||||
| CAREGROUP INC | |||||||||||||||
| 109 BROOKLINE AVE STE 300 | BOSTON | MA | 02215 | 222629185 | OVERSEE FINANCIAL HEALTH OF AFFILIATES | MA | 501(C)(3) | 12C, III-FI | 0 | N/A | |||||
| CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH | |||||||||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 043326928 | DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCH | MA | 501(C)(3) | 12A, I | 0 | N/A | |||||
| COMMUNITY PHYSICIAN ASSOCIATES INC | |||||||||||||||
| 199 REEDSDALE RD | MILTON | MA | 02186 | 043243146 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 3 | MILTON HOSPITAL FOUNDATION | Yes (1) | |||||
| CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN | |||||||||||||||
| 185 PILGRIM ROAD | BOSTON | MA | 02215 | 043242952 | SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | |||||||||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 222768204 | GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS | MA | 501(C)(3) | 10 | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| HEALTH AND EDUCATION HOUSING SERVICES | |||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 223232914 | HUD HOUSING | MA | 501(C)(3) | 10 | NORTHEAST BEHAVIORAL HEALTH CORPORATION | Yes (1) | |||||
| JORDAN HEALTH SYSTEMS INC | |||||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 042103805 | PROMOTE HEALTHCARE | MA | 501(C)(3) | 7 | BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| JORDAN PHYSICIANS ASSOCIATES INC | |||||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 043228556 | OUTPATIENT AND PRIMARY CARE SERVICES | MA | 501(C)(3) | 10 | JORDAN HEALTH SYSTEMS INC | Yes (1) | |||||
| LAHEY CLINIC CANADIAN FOUNDATION | |||||||||||||||
| FUNDRSG ORG | NON-US | 0 | N/A | 130 KING STREET WEST | TORONTO | CA | CA | ||||||||
| LAHEY CLINIC FOUNDATION INC | |||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 042323457 | SUPPORT | MA | 501(C)(3) | 7 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | |||||
| LAHEY CLINIC HOSPITAL INC | |||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 018050001 | 042704686 | HEALTHCARE | MA | 501(C)(3) | 3 | LAHEY CLINIC FOUNDATION INC | Yes (1) | |||||
| LAHEY CLINIC INC | |||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 018050001 | 042704683 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY CLINIC FOUNDATION INC | Yes (1) | |||||
| LAHEY HEALTH SHARED SERVICES INC | |||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 043178972 | ADMINISTRATION | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | |||||
| LAHEY HEALTH SYSTEMS INC | |||||||||||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | 611665701 | SUPPORT | MA | 501(C)(3) | 12C, III-FI | 0 | N/A | |||||
| LONGWOOD MEDICAL ENERGY COLLABORATIVE | |||||||||||||||
| 160 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043476764 | COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS | MA | 501(C)(3) | 12A, I | Yes (1) | N/A | |||||
| LONGWOOD MEDICAL INTL FOUNDATION | |||||||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02215 | 043208878 | INACTIVE CORPORATION | MA | 501(C)(3) | 12A, I | HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER | Yes (1) | |||||
| MOUNT AUBURN HOSPITAL | |||||||||||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 042103606 | HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | |||||
| MOUNT AUBURN PROFESSIONAL SERVICES INC | |||||||||||||||
| 330 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | 043026897 | OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES | MA | 501(C)(3) | 12A, I | MOUNT AUBURN HOSPITAL | Yes (1) | |||||
| NEW ENGLAND BAPTIST HOSPITAL | |||||||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 042103612 | ORTHOPEDIC SPECIALTY HOSPITAL | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | |||||
| NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC | |||||||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 043235796 | OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH | MA | 501(C)(3) | 3 | NEW ENGLAND BAPTIST HOSPITAL | Yes (1) | |||||
| NORTHEAST BEHAVIORAL HEALTH CORPORATION | |||||||||||||||
| 199 ROSEWOOD DRIVE | DANVERS | MA | 01923 | 042777145 | HEALTHCARE | MA | 501(C)(3) | 10 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | |||||
| NORTHEAST HEALTH SYSTEM INC | |||||||||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | 043240453 | SUPPORT | MA | 501(C)(3) | 12A, I | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | |||||
| NORTHEAST HOSPITAL CORPORATION | |||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042121317 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | |||||
| NORTHEAST MEDICAL PRACTICE INC | |||||||||||||||
| 85 HERRICK ST | BEVERLY | MA | 01915 | 043201853 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST HOSPITAL CORPORATION | Yes (1) | |||||
| NORTHEAST PROFESSIONAL REGISTRY OF NURSES | |||||||||||||||
| 800NCUMMINGS CENTER | BEVERLY | MA | 01915 | 201287349 | HEALTHCARE | MA | 501(C)(3) | 10 | NORTHEAST SENIOR HEALTH CORPORATION | Yes (1) | |||||
| NORTHEAST SENIOR HEALTH CORPORATION | |||||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042731137 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | |||||
| SEACOAST AFFILIATED GROUP PRACTICE INC | |||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01915 | 043485648 | PHYSICIAN GROUP | MA | 501(C)(3) | 10 | ANNA JAQUES HOSPITAL INC | Yes (1) | |||||
| SEACOAST NURSING AND REHABILITION CENTER | |||||||||||||||
| 300 WASHINGTON ST | GLOUCESTER | MA | 01930 | 041305001 | HEALTHCARE | MA | 501(C)(3) | 10 | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | |||||
| SEACOAST REGIONAL HEALTH SYSTEMS INC | |||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01915 | 222814214 | SUPPORT ORG | MA | 501(C)(3) | 12A, I | 0 | N/A | |||||
| SEACOAST REGIONAL MRI INC | |||||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01915 | 320443663 | HEALTH SVCS | MA | 501(C)(3) | 10 | 0 | N/A | |||||
| WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC | |||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 223137856 | ACO | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | |||||
| WINCHESTER HEALTHCARE MANAGEMENT INC | |||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 222701817 | MANAGEMENT | MA | 501(C)(3) | 12A, I | LAHEY HEALTH SHARED SERVICES INC | Yes (1) | |||||
| WINCHESTER HOSPITAL | |||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 018900000 | 042104434 | HEALTHCARE | MA | 501(C)(3) | 3 | BETH ISRAEL LAHEY HEALTH INC | Yes (1) | |||||
| WINCHESTER HOSPITAL FOUNDATION INC | |||||||||||||||
| 41 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | 043399570 | SUPPORT | MA | 501(C)(3) | 12A, I | WINCHESTER HEALTHCARE MANAGEMENT INC | Yes (1) | |||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| BIDCO PHYSICIAN LLC | |||||||
| ONE UNIVERSITY AVE NORTH ENTRANCE | WESTWOOD | MA | 02090 | 461589743 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | MA | N/A |
| BIDCO HOSPITAL LLC | |||||||
| 247 STATION DRIVE NORTHWEST 1 | WESTWOOD | MA | 02090 | 461643790 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | MA | N/A |
| CAREGROUP CLINICAL RESEARCH LLC | |||||||
| 109 BROOKLINE AVENUE | BOSTON | MA | 02215 | 300228711 | TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP | MA | N/A |
| CAREGROUP INVESTMENT PARTNERSHIP LLP | |||||||
| 109 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043278109 | INVESTMENT PARTNERSHIP | MA | N/A |
| PHYSICIAN PROFESSIONAL SERVICES LLP | |||||||
| 10 CABOT ROAD | MEDFORD | MA | 02215 | 043275078 | TO PROVIDE MEDICAL BILLING SERVICES | MA | N/A |
| NEW ENGLAND BAPTIST ORTHOPEDIC NETWORK LLC | |||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 465120176 | TO PROVIDE ORTHOPEDIC MEDICAL SERVICES | MA | N/A |
| WINCHESTER HOSPITALSHIELDS MRI LLC | |||||||
| 700 CONGRESS ST | QUINCY | MA | 02169 | 462523117 | MRI SERVICES | MA | N/A |
| SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC | |||||||
| 700 CONGRESS ST STE 204 | QUINCY | MA | 02169 | 383989358 | MRI SERVICES | MA | N/A |
| HAVERHILL MOB LLC | |||||||
| 50 CHESTNUT ST | NEEDHAM | MA | 02492 | 812856118 | MEDICAL OFFICE BUILDING | MA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JORDAN COMMUNITY ACO INC | |||||||||||||
| 275 SANDWICH ST | PLYMOUTH | MA | 02360 | 454047430 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTH | MA | N/A | C | Yes (1) | ||||
| GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC | |||||||||||||
| 25 HIGHLAND AVE | NEWBURYPORT | MA | 01950 | 161744477 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| LAHEY CLINIC INSURANCE CO LTD | |||||||||||||
| INSURANCE | N/A | C | Yes (1) | CRAIG APPIN HOUSE PO BOX HM 2450 | HAMILTON | BD | BD | ||||||
| LEDGEWOOD HEALTHCARE CORPORATION | |||||||||||||
| 680 SOUTH FOURTH STREET | LOUISVILLE | KY | 40202 | 042855189 | NURSING HOME | KY | N/A | C | Yes (1) | ||||
| NORTHEAST PROPRIETARY CORP | |||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042855191 | MEDICAL SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER PHYSICIAN ASSOCIATES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 043262963 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER HEALTHCARE ENTERPRISES INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 042932059 | MANAGEMENT SERVICES | MA | N/A | C | Yes (1) | ||||
| WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||||||
| 41 HIGHLAND AVE | WINCHESTER | MA | 01890 | 472646454 | PHYS HOSP ORG | MA | N/A | C | Yes (1) | ||||
| NORTHEAST HEALTH SYSTEMS PHYSICIAN HOSPITAL ORGANIZATION INC | |||||||||||||
| 500 CUMMINGS CENTER STE 6500 | BEVERLY | MA | 01915 | 043258053 | MEDICAL SERVICES | MA | N/A | C | Yes (1) | ||||
| NORTHEAST PHYSICIAN PRACTICE | |||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 043285837 | PHYSICIAN OFFICE | MA | N/A | C | Yes (1) | ||||
| NPP SUPPORT SERVICES | |||||||||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | 042721511 | PHYSICIAN OFFICE | MA | N/A | C | Yes (1) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | 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 | Yes (1) | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ANNA JAQUES HOSPITAL INC | ||
| Q | $439,852 | FMV |
| BETH ISRAEL DEACONESS HOSPITAL - MILTON INC | ||
| P | $195,891 | FMV |
| BETH ISRAEL DEACONESS HOSPITAL - MILTON INC | ||
| Q | $738,000 | FMV |
| BETH ISRAEL DEACONESS HOSPITAL - MILTON INC | ||
| R | $198,804 | FMV |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||
| P | $1,040,770 | FMV |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||
| Q | $10,466,244 | FMV |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||
| S | $29,579,573 | FMV |
| BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC | ||
| R | $73,822 | FMV |
| JORDAN PHYSICIANS ASSOCIATES INC | ||
| Q | $4,234,708 | FMV |
| BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC | ||
| P | $72,930 | FMV |
| BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC | ||
| Q | $1,290,000 | FMV |
| ASSOC PHYS HARVARD MED FAC PHY AT BIDMC | ||
| P | $10,728,473 | FMV |
| ASSOC PHYS HARVARD MED FAC PHY AT BIDMC | ||
| Q | $613,369 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I - V: | FormAndLineReferenceDesc |
| Explanation | AS NOTED THROUGHOUT THIS FILING, ON MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH (BILH) BECAME SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES, LAHEY CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC), NORTHEAST BEHAVIORAL CORPORATION (NBC), AND ANNA JAQUES HOSPITAL. THE LAHEY CLINIC FOUNDATION IN TURN SERVES AS SOLE MEMBER TO LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL DBA LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). ADDITIONAL ENTITIES LISTED HERE MAY ALSO IN TURN SERVE AS MEMBER TO OTHER NETWORK AFFILIATES. BY-LAW CHANGES WERE MADE TO REFLECT THE CENTRALIZATION OF THE SYSTEM, AND AS SUCH, AFFILIATES WITHIN THE BILH SYSTEM ARE CONSIDERED CONTROLLED ENTITIES UNDER IRC SECTION 512(B)(13), AS EACH AFFILIATE IS UNDER COMMON GOVERNANCE CONTROL, AS DESCRIBED IN TREAS. REGS. 1.512(B)-1(L)(4). UNDER IRC SEC. 512, CONTROL MEANS THAT MORE THAN 50 PERCENT OF THE DIRECTORS OR TRUSTEES OF AN ORGANIZATION ARE EITHER REPRESENTATIVES OF, OR DIRECTLY OR INDIRECTLY CONTROLLED, BY AN EXEMPT ORGANIZATION. A TRUSTEE OR DIRECTOR IS A REPRESENTATIVE OF AN EXEMPT ORGANIZATION IF THEY ARE A TRUSTEE, DIRECTOR, AGENT, OR EMPLOYEE OF SUCH EXEMPT ORGANIZATION. UNDER THIS DEFINITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND AFFILIATES ARE INCLUDED IN MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP'S FORM 990, SCHEDULE R FOR THE CURRENT TAX YEAR. | ExplanationTxt |