BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH INC (EIN 22-2667354)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-17
- IRS object ID
- 202032319349300408
- 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 B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-17T23:08:55-05:00 | 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 | 11753 | 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 | 222667354 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 5087462000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 SANDWICH STREET | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 023602183 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON RADZEVICH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5087462000 | PhoneNum |
| Signature | 2020-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KAWECKI | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Preparation | 2020-08-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.77.226.187 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-17 | IPDt |
| IP Tm | 23:04:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3DF51197B15FC223701F25C7B532545445537CE2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JASON RADZEVICH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 SANDWICH STREET | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 023602183 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $296,618,278 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BIDPLYMOUTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 2140 | TotalEmployeeCnt |
| Total Volunteers | 335 | TotalVolunteersCnt |
| Total Gross UBI | $263,704 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,096,008 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,730,573 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $269,627,909 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $289,922,366 | CYProgramServiceRevenueAmt |
| PY Investment Income | $758,178 | PYInvestmentIncomeAmt |
| CY Investment Income | $820,387 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,939,566 | PYOtherRevenueAmt |
| CY Other Revenue | $2,031,312 | CYOtherRevenueAmt |
| PY Total Revenue | $277,421,661 | PYTotalRevenueAmt |
| CY Total Revenue | $296,504,638 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $33,200 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,822 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $139,013,829 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $143,351,935 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $19,200 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $15,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $615,180 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $124,135,265 | PYOtherExpensesAmt |
| CY Other Expenses | $137,195,976 | CYOtherExpensesAmt |
| PY Total Expenses | $263,201,494 | PYTotalExpensesAmt |
| CY Total Expenses | $280,588,733 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,220,167 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,915,905 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $207,373,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,389,023 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $106,362,894 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $107,136,283 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $101,011,099 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,252,740 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $124,310,316 | ExpenseAmt |
| Grant | $25,822 | GrantAmt |
| Revenue | $145,674,441 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $116,648,281 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $121,855,871 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,012,011 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $22,947,061 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $258,970,608 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 231 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2140 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY DWYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5087462000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 SANDWICH STREET | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02360 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| BABINI MR MICHAEL | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BAZZINOTTI MS LYLE LAWRENCE | ||||||||||
| CHAIR, DIRECTOR | 5.00 | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CARNUCCIO JOHN | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| COUGHLIN KEVIN | ||||||||||
| PRESIDENT; DIR (EX-OFF) | 60.00 | 5.00 | Yes (X) | $473,844 | $118,461 | $61,852 | Yes (X) | |||
| FAIRFIELD SCOTT | ||||||||||
| DIRECTOR (EX-OFFICIO) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| FISCHER STEVEN P | ||||||||||
| DIRECTOR (EX-OFF), TREASURER | 1.00 | 62.00 | Yes (X) | $0 | $770,210 | $75,762 | Yes (X) | |||
| FOSDICK KENNETH | ||||||||||
| VICE CHAIR, DIRECTOR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GAGNON WILLIAM P | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HEWITT CHARLES | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HINKLEY CLARK | ||||||||||
| DIRECTOR | 5.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| HORWITZ-WILLIS NATE | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAPELL JEFF | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KELLY DAVID | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LEWIS MD STANLEY M | ||||||||||
| DIRECTOR | 1.00 | 68.00 | Yes (X) | $0 | $732,103 | $72,582 | ||||
| LONIS-SCHEUB MD KIMBERLY | ||||||||||
| DIRECTOR | 60.00 | 1.00 | Yes (X) | $343,398 | $0 | $65,124 | ||||
| PRIMAVERA DENNIS | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCHEUB KIMBERLY | ||||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| SMALL KEELAS | ||||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STUHLFAUT MD JOSHUA | ||||||||||
| DIR (EX-OFF)/PRES MED STAFF | 5.00 | 61.00 | Yes (X) | $0 | $725,561 | $69,926 | ||||
| TABB MD KEVIN | ||||||||||
| DIRECTOR (EX-OFF), CEO | 1.00 | 65.00 | Yes (X) | $0 | $1,756,953 | $143,704 | Yes (X) | |||
| BARNES JARED | ||||||||||
| ASST. CLERK | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| KATZ JAMIE | ||||||||||
| CLERK | 1.00 | 59.00 | $0 | $560,463 | $44,008 | Yes (X) | ||||
| NORRIS DENISE | ||||||||||
| CONTRACT MGMT SPEC/ADMIN ASST | 39.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| RADZEVICH JASON | ||||||||||
| VP FIN., CFO, ASST. TREASURER | 48.00 | 13.00 | $314,533 | $78,633 | $64,444 | Yes (X) | ||||
| BROWNING MD THOMAS | ||||||||||
| CHIEF OF MEDICINE | 30.00 | 30.00 | $133,309 | $133,309 | $51,618 | Yes (X) | ||||
| CHAPIN MARY | ||||||||||
| VP AMB. SVCS & PROC IMPRVMNT. | 50.00 | 10.00 | $0 | $290,363 | $33,284 | Yes (X) | ||||
| DOHERTY RN DONNA | ||||||||||
| CNO, VP PATIENT CARE SERVICES | 60.00 | 0.00 | $0 | $338,514 | $41,470 | Yes (X) | ||||
| RUTHERFORD RON | ||||||||||
| VP & CIO | 48.00 | 13.00 | $263,086 | $65,772 | $41,658 | Yes (X) | ||||
| FOUNTAIN RAMSEY E | ||||||||||
| PHYSICIAN ASSOCIATE | 50.00 | 0.00 | $265,203 | $0 | $24,895 | Yes (X) | ||||
| GORSUCH BRIAN W | ||||||||||
| CHIEF PHYSICIAN ASSOCIATE | 50.00 | 0.00 | $302,757 | $0 | $42,755 | Yes (X) | ||||
| HOLLERAN ANDREA | ||||||||||
| VICE PRESIDENT | 60.00 | 0.00 | $0 | $276,551 | $41,318 | Yes (X) | ||||
| KING QUINCY | ||||||||||
| PHYSICIAN ASSISTANT | 60.00 | 0.00 | $226,408 | $0 | $1,555 | Yes (X) | ||||
| OUTHOUSE CYNTHIA | ||||||||||
| VICE PRESIDENT - PHILANTHROPY | 30.00 | 0.00 | $183,952 | $45,988 | $38,526 | Yes (X) | ||||
| HOLDEN PETER J | ||||||||||
| FORMER PRESIDENT & CEO | 1.00 | 0.00 | $0 | $541,527 | $0 | Yes (X) | ||||
| BARBOSA LISA BERRY | ||||||||||
| FORMER VP, HR | 54.00 | 6.00 | $253,949 | $28,217 | $51,489 | Yes (X) | ||||
| CONNOLLY MD JOHN | ||||||||||
| FOR. VP MED MGMT/CHR ANES. DPT | 59.00 | 1.00 | $0 | $142,543 | $24,526 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,760,439 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,605,168 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $990,496 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 163 | 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 |
|---|---|---|---|---|---|
| CARDINAL HEALTH 110 LLC | |||||
| 3763 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | MEDICAL | $29,853,224 |
| ALLIANCE ONCOLOGY LLC | |||||
| PO BOX 6600 | NEWPORT BEACH | CA | 92658 | MEDICAL | $2,388,326 |
| ALLIANCE HEALTHCARE SERVICES | |||||
| PO BOX 96485 | CHICAGO | IL | 606936485 | MEDICAL | $1,542,097 |
| DELLBROOK CONSTRUCTION LLC | |||||
| ONE ADAMS PLACE 859 WILLARD STREET | QUINCY | MA | 02169 | CONSTRUCTION | $1,333,128 |
| CAREFUSION SOLUTIONS LLC | |||||
| 25665 NETWORK PLACE | CHICAGO | IL | 606731225 | MEDICAL | $948,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 42 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $150,938 | FundraisingAmt |
| Government Grants | $1,188,833 | GovernmentGrantsAmt |
| All Other Contributions | $2,390,802 | AllOtherContributionsAmt |
| Noncash Contributions | $33,728 | NoncashContributionsAmt |
| Total Contributions | $3,730,573 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INPATIENT | 900099 | $145,388,038 | $145,388,038 | |
| OUTPATIENT | 621400 | $121,587,178 | $121,587,178 | |
| EMERGENCY SERVICES | 642200 | $22,896,470 | $22,896,470 | |
| NON PATIENT LAB | 621500 | $50,680 | $50,680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $289,922,366 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $94,438 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$57,683 | UnrelatedBusinessRevenueAmt |
| Exclusion | $152,121 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $161,939 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,751 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $115,188 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,188 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$14,045 | UnrelatedBusinessRevenueAmt |
| Exclusion | $129,233 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $725,949 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $725,949 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $725,949 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $9,152 | UnrelatedBusinessRevenueAmt |
| Exclusion | $716,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $69,652 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $150,938 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $66,889 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,763 | TotalRevenueColumnAmt |
| Exclusion | $2,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $580 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $580 | TotalRevenueColumnAmt |
| Exclusion | $580 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|---|
| CAFETERIA SALES | 722210 | $1,031,494 | $1,031,494 | ||
| PURCHASE REBATES | 900099 | $331,516 | $331,516 | ||
| PET SCAN INCOME | 900099 | $275,600 | $275,600 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $274,171 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $274,171 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,912,781 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $296,504,638 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $290,477,373 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $263,704 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,032,988 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,822 | TotalAmt |
| Program Services | $25,822 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,053,755 | TotalAmt |
| Program Services | $1,889,455 | ProgramServicesAmt |
| Management And General | $164,300 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,161,858 | TotalAmt |
| Program Services | $102,945,638 | ProgramServicesAmt |
| Management And General | $7,831,673 | ManagementAndGeneralAmt |
| Fundraising | $384,547 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,214,774 | TotalAmt |
| Program Services | $3,902,785 | ProgramServicesAmt |
| Management And General | $297,673 | ManagementAndGeneralAmt |
| Fundraising | $14,316 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,398,813 | TotalAmt |
| Program Services | $16,340,498 | ProgramServicesAmt |
| Management And General | $998,439 | ManagementAndGeneralAmt |
| Fundraising | $59,876 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,522,735 | TotalAmt |
| Program Services | $7,891,860 | ProgramServicesAmt |
| Management And General | $601,927 | ManagementAndGeneralAmt |
| Fundraising | $28,948 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,402,100 | TotalAmt |
| Program Services | $9,427,931 | ProgramServicesAmt |
| Management And General | $974,169 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,478 | TotalAmt |
| Program Services | $369,711 | ProgramServicesAmt |
| Management And General | $107,767 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,150 | TotalAmt |
| Management And General | $139,150 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,170 | TotalAmt |
| Management And General | $147,170 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Fundraising | $15,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,288,761 | TotalAmt |
| Program Services | $11,199,141 | ProgramServicesAmt |
| Management And General | $74,285 | ManagementAndGeneralAmt |
| Fundraising | $15,335 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,298,330 | TotalAmt |
| Program Services | $81,114,169 | ProgramServicesAmt |
| Management And General | $6,099,778 | ManagementAndGeneralAmt |
| Fundraising | $84,383 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,457,764 | TotalAmt |
| Program Services | $10,103,784 | ProgramServicesAmt |
| Management And General | $3,346,135 | ManagementAndGeneralAmt |
| Fundraising | $7,845 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,816 | TotalAmt |
| Program Services | $258,946 | ProgramServicesAmt |
| Management And General | $176,606 | ManagementAndGeneralAmt |
| Fundraising | $2,264 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,968 | TotalAmt |
| Program Services | $296,191 | ProgramServicesAmt |
| Management And General | $43,873 | ManagementAndGeneralAmt |
| Fundraising | $1,904 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,877,157 | TotalAmt |
| Program Services | $2,877,157 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,032,059 | TotalAmt |
| Program Services | $9,032,059 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,198,521 | TotalAmt |
| Program Services | $1,198,521 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES | Desc |
| Total | $97,702 | TotalAmt |
| Program Services | $96,940 | ProgramServicesAmt |
| Fundraising | $762 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,588,733 | TotalAmt |
| Program Services | $258,970,608 | ProgramServicesAmt |
| Management And General | $21,002,945 | ManagementAndGeneralAmt |
| Fundraising | $615,180 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,639,840 | BOYAmt |
| EOY | $10,056,605 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,843,022 | BOYAmt |
| EOY | $28,589,043 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,271,068 | BOYAmt |
| EOY | $4,298,359 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,809,253 | BOYAmt |
| EOY | $8,711,923 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $173,364,645 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $49,650,437 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,550,436 | BOYAmt |
| EOY | $123,714,208 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,772,865 | BOYAmt |
| EOY | $26,519,085 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,487,509 | BOYAmt |
| EOY | $12,499,800 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,373,993 | BOYAmt |
| EOY | $214,389,023 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,874,558 | BOYAmt |
| EOY | $36,294,221 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,032 | BOYAmt |
| EOY | $9,225 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,677,939 | BOYAmt |
| EOY | $58,781,992 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,802,365 | BOYAmt |
| EOY | $12,050,845 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,362,894 | BOYAmt |
| EOY | $107,136,283 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,738,255 | BOYAmt |
| EOY | $94,956,514 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,368,969 | BOYAmt |
| EOY | $1,880,101 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,903,875 | BOYAmt |
| EOY | $10,416,125 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,011,099 | BOYAmt |
| EOY | $107,252,740 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,373,993 | BOYAmt |
| EOY | $214,389,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,915,905 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$188,581 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$9,485,683 | 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 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 | $147,170 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $147,170 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER NETWORK AFFILIATES AND/OR PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS OF WHICH A PORTION MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $147,170 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019. TOTAL LOBBYING EXPENDITURES ARE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,272,847 | BeginningYearBalanceAmt |
| Contributions | $1,433,937 | ContributionsAmt |
| Investment Earnings Or Losses | -$471,841 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $938,718 | OtherExpendituresAmt |
| End Year Balance | $12,296,225 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,323,708 | BeginningYearBalanceAmt |
| Contributions | $1,566,548 | ContributionsAmt |
| Investment Earnings Or Losses | $164,766 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $782,175 | OtherExpendituresAmt |
| End Year Balance | $12,272,847 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,543,116 | BeginningYearBalanceAmt |
| Contributions | $586,128 | ContributionsAmt |
| Investment Earnings Or Losses | $308,650 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $114,186 | OtherExpendituresAmt |
| End Year Balance | $11,323,708 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,350,198 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $261,896 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $68,978 | OtherExpendituresAmt |
| End Year Balance | $10,543,116 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,250,430 | BeginningYearBalanceAmt |
| Contributions | $74,005 | ContributionsAmt |
| Investment Earnings Or Losses | -$955,949 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,288 | OtherExpendituresAmt |
| End Year Balance | $10,350,198 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.85000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $385,907 | OtherCostOrOtherBasisAmt |
| Book Value | $385,907 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $92,215,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,153,881 | DepreciationAmt |
| Book Value | $77,062,007 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,749,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,386,895 | DepreciationAmt |
| Book Value | $16,363,001 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,955,114 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,109,661 | DepreciationAmt |
| Book Value | $25,845,453 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,057,840 | OtherCostOrOtherBasisAmt |
| Book Value | $4,057,840 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $123,714,208 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN SEMASS PET SCAN | $128,981 |
| DEPOSITS | $68,363 |
| OTHER | $6,227 |
| $12,296,229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,499,800 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| PROFESSIONAL LIABILITY | $8,913,837 |
| ESTIMATED SETTLEMENTS TO THIRD PARTIES | $1,124,533 |
| DUE TO AFFILIATES | $1,356,615 |
| ASSET RETIREMENT OBLIGATIONS | $655,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,050,845 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,267,670,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$372,451 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,091,177,604 | OtherRevenueAmt |
| Revenue Not Reported | $3,090,805,153 | RevenueNotReportedAmt |
| Revenue Subtotal | $176,864,847 | RevenueSubtotalAmt |
| Other Revenues Not Included | $119,639,791 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $119,639,791 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $296,504,638 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,594,794,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,428,491,018 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,428,491,018 | ExpensesNotReportedAmt |
| Expenses Subtotal | $166,302,982 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $114,285,751 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $114,285,751 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $280,588,733 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC.'S ENDOWMENT FUNDS ARE INTENDED TO ENSURE THAT BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. ACCOMPLISHES ITS CHARITABLE MISSION OF IMPROVING THE HEALTH AND WELL-BEING OF ITS PATIENTS AND COMMUNITY BY PROVIDING A FULL CONTINUUM OF HEALTHCARE SERVICES. BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. DELIVERS THESE SERVICES WITH EXCELLENCE AND COMPASSION AND PROVIDES ACCESS TO TERTIARY CARE IN CLOSE COLLABORATION WITH BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), REGARDLESS OF THE PATIENT'S ABILITY TO PAY, RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. THE SPECIFIC USES OF THE ENDOWMENT VARY DEPENDING ON THE NATURE OF RESTRICTIONS, IF ANY, IMPOSED BY DONORS. THE BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. ENDOWMENT CONSISTS OF APPROXIMATELY FORTY FUNDS. INVESTMENT INCOME EARNED IS USED FOR HOSPITAL CAPITAL NEEDS, FREE CARE, AND FOR OTHER OPERATING EXPENSES AT THE DIRECTION OF THE DONORS. UNDER BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC.'S CURRENT INVESTMENT SPENDING POLICY, WHICH IS WITHIN THE GUIDELINES SPECIFIED UNDER MASSACHUSETTS STATE LAW, 4% OF THE AVERAGE OF THE FAIR VALUE OF QUALIFYING LONG-TERM INVESTMENTS APPLIED TO A THREE-YEAR MOVING AVERAGE WITH A ONE YEAR LAG IS APPROPRIATED AS STATED BY THE DONOR. IN ESTABLISHING THIS POLICY, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. CONSIDERED THE EXPECTED RETURN ON ITS ENDOWMENT AND ITS PROGRAMMING NEEDS. ACCORDINGLY, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO MAINTAIN ITS PURCHASING POWER AND TO PROVIDE A PREDICTABLE AND STABLE SOURCE OF REVENUE FOR THE ANNUAL OPERATING BUDGET. ADDITIONAL REAL GROWTH WILL BE PROVIDED THROUGH NEW GIFTS OR EXCESS INVESTMENT RETURN. |
| 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: | NET ASSETS RELEASED FROM RESTRICTION 1,090,787. CONSOLIDATED AFFILIATES NET ELIMINATIONS 3,090,086,817. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RESTRICTED CONTRIBUTIONS 1,454,083. RENTAL, FUNDRAISING, GAMING EXPENSE RECLASS -113,640. 5 MONTH REVENUE NOT IN AFS 118,299,348. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CONSOLIDATED AFFILIATES NET ELIMINATIONS 3,428,491,018. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL, FUNDRAISING, GAMING EXPENSE RECLASS -113,640. 5 MONTH EXPENSES NOT IN AFS 114,399,391. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $5,505,495 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTMENTS | $785,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,291,326 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,291,326 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEVELOPMENT GUILD DDI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HARVARD ST - SUITE 107 | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $15,000 | RetainedByContractorAmt |
| Net To Organization | $15,000 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $15,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $15,000 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $220,590 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $150,938 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $69,652 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $66,889 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $220,590 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $150,938 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $69,652 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $66,889 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $66,889 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $2,763 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 400.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | 0 | FinancialAssistanceBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,581,242 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $372,695 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,208,547 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00790 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $27,166,365 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $22,753,735 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,412,630 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01570 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $29,747,607 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $23,126,430 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,621,177 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02360 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,491,853 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,130,666 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,361,187 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00490 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $32,802,639 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $32,802,639 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11690 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $57,413 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $57,413 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $35,351,905 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,130,666 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $34,221,239 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.12200 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $65,099,512 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $24,257,096 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $40,842,416 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.14560 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $5,541,760 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $122,514,292 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $124,702,453 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$2,188,161 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 SANDWICH STREET | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 023602183 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.BIDPLYMOUTH.ORG | WebsiteAddressTxt |
| State License | MA STATE LICENSE #2082 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | COMMUNITY HOSPITAL | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH ISRAEL DEACONESS HOSPITAL - PLYMOUT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 18 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART VI | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 18 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART VI | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 400.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART VI | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART VI | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART VI | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. | PART V, SECTION B, LINE 5: PART V, SECTION B, LINE 5: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION |
| BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. | PART V, SECTION B, LINE 11: PART V, SECTION B, LINE 11: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULE H PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTAL INFORMATION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 3 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - BID-PLYMOUTH REHABILITATION CENTER | ||||
| 10 CORDAGE PARK CIRCLE SUITE 225 | PLYMOUTH | MA | 02360 | OTHER LOCATIONS |
| 2 - BID-PLYMOUTH REHABILITATION CENTER | ||||
| 3 VILLAGE GREEN NORTH SUITE 331 | PLYMOUTH | MA | 02360 | OTHER LOCATIONS |
| 3 - BETH ISRAEL DEACONESS IMAGING THE PARK | ||||
| 45 RESNIK ROADSUITE 104-B106201 | PLYMOUTH | MA | 02360 | OTHER LOCATIONS |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 SCHEDULE H PART V, SECTION C, SUPPLEMENTAL INFORMATION FOR | SCHEDULE H PART V, SECTION BFINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITSCOMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSCOMMUNITY BENEFITS MISSION STATEMENT THE MISSION OF BID PLYMOUTH IS TO SERVE ITS PATIENTS COMPASSIONATELY AND EFFECTIVELY AND TO CREATE A HEALTHY FUTURE FOR THEM AND THEIR FAMILIES. SERVING THE GREATER PLYMOUTH REGION, THE HOSPITAL COLLABORATES WITH COMMUNITY LEADERS, PUBLIC AND PRIVATE AGENCIES AND BUSINESSES TO PROMOTE HEALTH, HEALTH EDUCATION AND PREVENTIVE SERVICES. SERVICE TO COMMUNITY IS AT THE CORE OF THE HOSPITAL'S MISSION AND BID PLYMOUTH IS COMMITTED TO CARING FOR THE UNDERSERVED IN THE HOSPITAL'S SERVICE AREA, ATTENDING TO UNMET NEEDS AND ADDRESSING DISPARITIES IN ACCESS TO CARE AND HEALTH OUTCOMES. THIS COMMUNITY BENEFITS MISSION IS FULFILLED BY: INVOLVING BID PLYMOUTH'S STAFF, INCLUDING ITS LEADERSHIP AND DOZENS OF COMMUNITY PARTNERS, IN THE CHNA PROCESS AS WELL AS IN THE DEVELOPMENT, IMPLEMENTATION AND OVERSIGHT OF THE IMPLEMENTATION STRATEGY; ENGAGING RESIDENTS THROUGHOUT THE HOSPITAL'S SERVICE AREAS IN ALL ASPECTS OF THE COMMUNITY BENEFITS PROCESS, INCLUDING ASSESSMENT, PLANNING, IMPLEMENTATION AND EVALUATION. SPECIAL ATTENTION IS FOCUSED ON ENGAGING DIVERSE PERSPECTIVES, FROM THOSE PATIENTS AND NON-PATIENTS ALIKE, WHO ARE OFTEN LEFT OUT OF SIMILAR ASSESSMENT, PLANNING AND PROGRAM IMPLEMENTATION PROCESSES; ASSESSING UNMET COMMUNITY NEED BY COLLECTING PRIMARY AND SECONDARY DATA (BOTH QUANTITATIVE AND QUALITATIVE) TO IDENTIFY UNMET HEALTH-RELATED NEEDS AND TO CHARACTERIZE THOSE IN THE COMMUNITY WHO ARE MOST VULNERABLE AND FACE DISPARITIES IN ACCESS AND OUTCOMES; IMPLEMENTING COMMUNITY HEALTH PROGRAMS AND SERVICES IN BID PLYMOUTH'S SERVICE AREA GEARED TOWARD IMPROVING CURRENT AND FUTURE HEALTH STATUS OF INDIVIDUALS, FAMILIES AND COMMUNITIES BY REMOVING BARRIERS TO CARE, ADDRESSING SOCIAL DETERMINANTS OF HEALTH, STRENGTHENING THE HEALTHCARE SYSTEM AND WORKING TO DECREASE THE BURDEN OF THE LEADING HEALTH ISSUES; PROMOTING HEALTH EQUITY BY ADDRESSING SOCIAL AND INSTITUTIONAL INEQUITIES, RACISM AND BIGOTRY AND ENSURING THAT ALL PATIENTS ARE WELCOMED AND RECEIVE CARE THAT IS RESPECTFUL AND CULTURALLY RESPONSIVE; AND FACILITATING COLLABORATION AND PARTNERSHIP WITHIN AND ACROSS SECTORS (E.G., STATE/LOCAL PUBLIC HEALTH AGENCIES, HEALTH CARE PROVIDERS, SOCIAL SERVICE ORGANIZATIONS, BUSINESSES, ACADEMIC INSTITUTIONS, COMMUNITY HEALTH COLLABORATIVES, AND OTHER COMMUNITY HEALTH ORGANIZATIONS) TO ADVOCATE FOR, SUPPORT AND IMPLEMENT EFFECTIVE HEALTH POLICIES, COMMUNITY PROGRAMS AND SERVICES.DURING THE FISCAL YEAR COVERED BY THIS FILING, BID PLYMOUTH PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFITS OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $1,418,600 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS LEADERSHIP/TEAMBID PLYMOUTH'S COMMUNITY BENEFITS LEADERSHIP TEAM INCLUDES THE HOSPITAL'S SENIOR ADMINISTRATION, KEY INTERNAL STAKEHOLDERS, MEMBERS OF THE BOARD OF DIRECTORS, AND THE COMMUNITY BENEFITS ADVISORY COMMITTEE, WHICH INCLUDES COMMUNITY SERVICE PROVIDERS. THE HOSPITAL'S COMMUNITY BENEFITS AND COMMUNITY RELATIONS DEPARTMENT MANAGES THE OPERATIONS OF THE PROGRAMS WITH GUIDANCE FROM THE LEADERSHIP TEAM AND THE FINANCE DEPARTMENT.COMMUNITY HEALTH NEEDS ASSESSMENTMOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENTINTERNAL REVENUE CODE SECTION 501(R)INTERNAL REVENUE CODE (IRC) SECTION 501(R), ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, REQUIRES EACH HOSPITAL TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FORMALLY ADOPT AN IMPLEMENTATION STRATEGY PURSUANT TO FEDERAL GUIDELINES TO MAINTAIN ITS TAX-EXEMPT STATUS AS A HOSPITAL UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. BID PLYMOUTH COMPLETED ITS MOST RECENT NEEDS ASSESSMENT IN SEPTEMBER 2019. THAT CHNA WAS APPROVED BY THE BID PLYMOUTH BOARD OF DIRECTORS ON SEPTEMBER 25, 2019. THE ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE MOST RECENT CHNA WAS ALSO APPROVED BY THE BOARD ON SEPTEMBER 25, 2019 WHICH IS WITHIN THE TIMELINE REQUIRED BY THE TREASURY REGULATIONS UNDER 501(R). BID PLYMOUTH'S 2019 CHNA AND THE ASSOCIATED IMPLEMENTATION STRATEGY ARE THE CULMINATION OF SEVERAL MONTHS OF WORK AND WERE BORNE LARGELY OF BID PLYMOUTH'S COMMITMENT TO BETTER UNDERSTAND AND ADDRESS THE HEALTH-RELATED NEEDS OF THOSE LIVING IN ITS COMMUNITY BENEFITS SERVICE AREA WITH AN EMPHASIS ON THOSE WHO ARE MOST DISADVANTAGED. THE PROJECT ALSO FULFILLS COMMONWEALTH ATTORNEY GENERAL'S OFFICE (AGO) AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REGULATIONS THAT REQUIRE THAT BID PLYMOUTH ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW BID PLYMOUTH, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT, WILL ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE CHNA.2019 COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGYCOMMUNITY HEALTH NEEDS ASSESSMENTTARGETED GEOGRAPHY AND POPULATIONSAS NOTED ABOVE, BID PLYMOUTH COMPLETED ITS LAST ASSESSMENT IN 2019. THE GEOGRAPHICAL FOCUS OF BID PLYMOUTH'S MOST RECENTLY COMPLETED CHNA ENCOMPASSES THE COMMUNITIES OF CARVER, DUXBURY, KINGSTON, AND PLYMOUTH, WHICH IS ALSO HOW BID PLYMOUTH DEFINES IT COMMUNITY BENEFITS SERVICE AREA (CBSA). THIS ASSESSMENT FOCUSED ON IDENTIFYING THE LEADING COMMUNITY HEALTH NEEDS AND PRIORITY POPULATIONS LIVING WITHIN THIS PRIMARY SERVICE AREA.TARGET POPULATIONS FOR BID PLYMOUTH'S COMMUNITY BENEFITS INITIATIVES ARE IDENTIFIED THROUGH A COMMUNITY INPUT AND PLANNING PROCESS, COLLABORATIVE EFFORTS AND A CHNA THAT IS CONDUCTED EVERY THREE YEARS IN ACCORDANCE WITH THE REQUIREMENTS UNDER IRC SECTION 501(R).BID PLYMOUTH'S TARGET POPULATIONS FOCUS ON MEDICALLY-UNDERSERVED AND VULNERABLE GROUPS OF ALL AGES IN THE TOWNS OF PLYMOUTH, CARVER, KINGSTON AND DUXBURY, AS FOLLOWS: YOUTH OLDER ADULTS LOW- TO MODERATE-INCOME INDIVIDUALS INDIVIDUALS WITH CHRONIC/COMPLEX CONDITIONSBID PLYMOUTH'S PROGRAMS MIRROR THE FIVE CORE PRINCIPLES OUTLINED BY THE PUBLIC HEALTH INSTITUTE IN TERMS OF THE "EMPHASIS ON COMMUNITIES WITH DISPROPORTIONATE UNMET HEALTH-RELATED NEEDS; EMPHASIS ON PRIMARY PREVENTION; BUILDING A SEAMLESS CONTINUUM OF CARE; BUILDING COMMUNITY CAPACITY; AND COLLABORATIVE GOVERNANCE." PROGRAMS DEVELOPED WILL AIM TO ADDRESS AND IMPROVE UPON THE FOLLOWING PRIORITY AREAS: MENTAL HEALTH AND SUBSTANCE USE CHRONIC/COMPLEX CONDITIONS AND THEIR RISK FACTORS SOCIAL DETERMINANTS OF HEALTH AND ACCESS TO CARECOMMUNITY HEALTH NEEDS ASSESSMENTSUMMARY OF APPROACH AND METHODSBID PLYMOUTH CONDUCTED THIS CHNA PROCESS IN CONJUNCTION WITH BETH ISRAEL DEACONESS MEDICAL CENTER, WHICH SERVES AS THE SOLE MEMBER OF BID PLYMOUTH UNTIL MARCH 1, 2019, AS WELL AS WITH BID NEEDHAM AND BID MILTON, HOSPITALS FOR WHICH THE MEDICAL CENTER ALSO SERVES AS SOLE MEMBER. ALTHOUGH THE PROCESS WAS JOINTLY CONDUCTED, EACH HOSPITAL PRODUCED ITS OWN CHNA AND IMPLEMENTATION STRATEGY (SCHEDULE H, PART V, SECTION B, QUESTIONS 6A AND 6B).THE CHNA USED A PARTICIPATORY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. BID PLYMOUTH HIRED JOHN SNOW, INC., TO CONDUCT AND MANAGE THE CHNA PROCESS UNDERTAKEN DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, AND JSI WORKED CLOSELY WITH BID PLYMOUTH COMMUNITY BENEFITS STAFF THROUGHOUT THE PROCESS. THE 2019 CHNA WAS DESIGNED AS A THREE-PHASE PROCESS:PHASE ONE INVOLVED PRELIMINARY ASSESSMENT AND ENGAGEMENT ACTIVITIES, INCLUDING: COLLECTION AND ANALYSIS OF QUANTITATIVE DATA TO CHARACTERIZE COMMUNITY CHARACTERISTICS AND DISEASE BURDEN KEY INFORMANT INTERVIEWS WITH HOSPITAL LEADERSHIP, LOCAL SERVICE PROVIDERS, AND COMMUNITY STAKEHOLDERS AN EVALUATION OF BID PLYMOUTH'S CURRENT PORTFOLIO OF COMMUNITY BENEFITS ACTIVITIES PHASE TWO INVOLVED TARGETED ENGAGEMENT ACTIVITIES, INCLUDING: FOCUS GROUPS WITH HOSPITAL LEADERSHIP, CLINICAL PROVIDERS, AND COMMUNITY STAKEHOLDERS A COMMUNITY MEETING WITH RESIDENTS, SERVICE PROVIDERS, PUBLIC HEALTH OFFICIALS, AND OTHER COMMUNITY STAKEHOLDERS FROM THE CBSA DISSEMINATION AND ANALYSIS OF A COMMUNITY HEALTH SURVEY TO CAPTURE RESIDENTS' PERCEPTIONS OF BARRIERS TO GOOD HEALTH, LEADING HEALTH ISSUES, VULNERABLE POPULATIONS, ACCESSIBILITY OF HEALTH SERVICES, AND OPPORTUNITIES FOR THE HOSPITAL TO IMPROVE THE SERVICES THEY OFFER TO THE COMMUNITY |
| PHASE THREE INVOLVED A SERIES OF STRATEGIC PLANNING | AND REPORTING ACTIVITIES, INCLUDING: MEETINGS WITH THE BID PLYMOUTH'S CBAC (INCLUDING MEMBERS OF THE BOARD OF DIRECTORS), CBLT, AND SLT TO PRESENT CHNA FINDINGS, PRIORITIZE COMMUNITY HEALTH ISSUES, IDENTIFY VULNERABLE POPULATIONS, AND DISCUSS POTENTIAL RESPONSES CREATION OF A RESOURCE INVENTORY TO CATALOGUE LOCAL ORGANIZATIONS, SERVICE PROVIDERS, AND COMMUNITY ASSETS THAT HAVE THE POTENTIAL TO ADDRESS IDENTIFIED NEEDS LITERATURE REVIEW OF EVIDENCE-BASED STRATEGIES TO RESPOND TO IDENTIFIED HEALTH PRIORITIES DEVELOPMENT OF A FINAL CHNA REPORT AND IMPLEMENTATION STRATEGY2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSDETAIL OF APPROACH AND METHODSTHE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING REGIONAL DATA ON SOCIAL, ECONOMIC AND HEALTH INDICATORS AS WELL AS INFORMATION FROM THE DISSEMINATION AND ANALYSIS OF A COMMUNITY HEALTH SURVEY TO CAPTURE RESIDENTS' PERCEPTIONS OF BARRIERS TO GOOD HEALTH, LEADING HEALTH ISSUES, VULNERABLE POPULATIONS, ACCESSIBILITY OF HEALTH SERVICES AND OPPORTUNITIES FOR THE HOSPITAL TO IMPROVE THE SERVICES THEY OFFER TO THE COMMUNITY. QUANTITATIVE DATA FROM A BROAD RANGE OF SOURCES WAS COLLECTED AND ANALYZED TO CHARACTERIZE COMMUNITIES IN BID MILTON'S CBSA, MEASURE HEALTH STATUS, AND INFORM A COMPREHENSIVE UNDERSTANDING OF THE HEALTH-RELATED ISSUES. SOURCES INCLUDED: U.S. CENSUS BUREAU, AMERICAN COMMUNITY SURVEY 5-YEAR ESTIMATES (2013-2017) MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION: SCHOOL AND DISTRICT PROFILES (2017 AND 2018-2019) FBI UNIFORM CRIME REPORTS (2017) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, REGISTRY OF VITAL RECORDS AND STATISTICS (2015) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, BUREAU OF SUBSTANCE ABUSE SERVICES (2017) MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, ANNUAL REPORTS ON BIRTHS (2016) MASSACHUSETTS BUREAU OF INFECTIOUS DISEASE AND LABORATORY SCIENCES (2017) MASSACHUSETTS CENTER FOR HEALTH INFORMATION ANALYSIS (CHIA) HOSPITAL PROFILES (FY2013-2017) MASSACHUSETTS HEALTHY AGING COLLABORATIVE, COMMUNITY PROFILES (2018) TO AUGMENT THE QUANTITATIVE DATA FROM MDPH, JSI WORKED WITH THE MASSACHUSETTS HEALTH DATA CONSORTIUM (MHDC) AND THE MASSACHUSETTS CENTER FOR HEALTH INFORMATION AND ANALYSIS (CHIA) TO OBTAIN 2018 INPATIENT HOSPITAL DISCHARGE DATA FOR ALL OF THE MUNICIPALITIES IN BID MILTON'S SERVICE AREA. 2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSKEY INFORMANT INTERVIEWS WITH INTERNAL AND EXTERNAL STAKEHOLDERS (SCHEDULE H, PART V, SECTION B, LINE 5)THE CHNA INCLUDES INFORMATION COLLECTED FROM CBAC MEETINGS AND INTERVIEWS WITH INTERNAL AND EXTERNAL STAKEHOLDERS. KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH INDIVIDUALS FROM ACROSS PLYMOUTH, CARVER, KINGSTON AND DUXBURY WITH PEOPLE REPRESENTING DIFFERENT AUDIENCES, INCLUDING LEADERS IN EMERGENCY RESPONSE, EDUCATION, HEALTH CARE AND SOCIAL SERVICE ORGANIZATIONS FOCUSING ON VULNERABLE POPULATIONS (E.G., LOW-INCOME RESIDENTS FROM ALGONQUIN HEIGHTS IN PLYMOUTH. (SCHEDULE H, PART V, SECTION B, QUESTIONS 3 AND 5)2019 COMMUNITY HEATH NEEDS ASSESSMENT PROCESSFOCUS GROUPS AND COMMUNITY FORUMS (SCHEDULE H, PART V, SECTION B, LINE 5)THE CHNA PROCESS INVOLVED A PUBLIC MEETING, COMMUNITY DIALOGUES, AND AN ONLINE AND HARD COPY SURVEY TO MORE THAN 30,000 COMMUNITY MEMBERS IN THE CBSA, INCLUDING THE BRAZILIAN POPULATION AND LOCAL PUBLIC HEALTH OFFICIALS. OF THE MORE THAN 30,000 SURVEYS SENT OUT, THE HOSPITAL RECEIVED 1,200 COMPLETED SURVEYS. ULTIMATELY, THE QUALITATIVE RESEARCH ENGAGED APPROXIMATELY 33,000 PEOPLE.AS NOTED ABOVE, THIS CHNA WAS CONDUCTED AND ADOPTED BY THE BID PLYMOUTH BOARD OF DIRECTORS PRIOR TO SEPTEMBER 30, 2019. THE FINAL REGULATIONS UNDER IRC SECTION 501(R) ARE EFFECTIVE FOR BID PLYMOUTH AS OF OCTOBER 1, 2020, AND THE NEXT CHNA CONDUCTED BY BID PLYMOUTH WILL INCLUDE THIS DETAIL (SCHEDULE H, PART V, SECTION B, QUESTIONS 3I).2019 COMMUNITY HEALTH NEEDS ASSESSMENT PROCESSREVIEWING RESULTS AND COMPILING THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY DOCUMENTS THE BID PLYMOUTH COMMUNITY HEALTH IMPLEMENTATION STRATEGY WAS DEVELOPED BY A TEAM COMPRISED OF HOSPITAL LEADERSHIP, PATIENT ADVOCACY, MEDICAL STAFF, PUBLIC RELATIONS AND COMMUNITY REPRESENTATION. THE GROUP REVIEWED PROGRESS TOWARD GOALS AND OBJECTIVES OF THE PRIOR THREE-YEAR PERIOD, AS WELL AS THE CURRENT DATA COLLECTED THROUGH THE CHNA, TO HELP ENVISION AND DEFINE PRIORITY AREAS FOR THE FUTURE. THE IMPLEMENTATION STRATEGY IDENTIFIED PRIORITY AREAS AND DEFINED GOALS, ALONG WITH OBJECTIVES FOR EACH GOAL AND DRAFTED STRATEGIES TO OPERATIONALIZE THESE OBJECTIVES. 2019 COMMUNITY HEALTH NEEDS ASSESSMENTKEY FINDINGSFOLLOWING IS A SUMMARY OF KEY FINDINGS FROM BID PLYMOUTH'S 2019 CHNA: SOCIAL DETERMINANTS OF HEALTH CONTINUE TO HAVE A SUBSTANTIAL IMPACT ON MANY SEGMENTS OF THE POPULATION. ONE OF THE DOMINANT THEMES FROM THE ASSESSMENT'S FINDINGS WAS THE IMPACT THAT THE UNDERLYING SOCIAL DETERMINANTS OF HEALTH ARE HAVING ON THOSE LIVING IN THE CBSA. THE SEGMENTS OF THE POPULATION MOST CHALLENGED BY THESE ISSUES ARE OLDER ADULTS, LOW INCOME INDIVIDUALS/FAMILIES, RACIAL/ETHNIC MINORITIES, NON-ENGLISH SPEAKERS, AND THOSE WITH DISABILITIES OR WITH CHRONIC/COMPLEX CONDITIONS. MORE SPECIFICALLY, THESE SEGMENTS STRUGGLE WITH FINANCIAL INSECURITY, SAFE/AFFORDABLE HOUSING, TRANSPORTATION, ACCESS TO HEALTHY/AFFORDABLE FOOD, LACK OF SOCIAL SUPPORT, SOCIAL ISOLATION, AND LANGUAGE ACCESS /CULTURAL HUMILITY. THESE ISSUES IMPACT MANY PEOPLE'S AND FAMILIES' ABILITY TO ACCESS OR PAY FOR THE SERVICES, HOUSING, FOOD, OR OTHER ESSENTIAL ITEMS THEY NEED AND/OR TO LIVE A HAPPY, FULFILLING, PRODUCTIVE LIFE. THE BURDEN OF SUBSTANCE USE AND MENTAL HEALTH ISSUES. MENTAL HEALTH AND SUBSTANCE USE ISSUES CONTINUE TO BE ONE OF THE REGION'S MOST PREVALENT AND CHALLENGING ISSUES AND ARE HAVING A PROFOUND IMPACT ON INDIVIDUALS, FAMILIES, AND COMMUNITIES THROUGHOUT THE CBSA. THESE ISSUES ARE ALSO A MAJOR BURDEN ON THE HEALTH AND SOCIAL SERVICE SYSTEM. HEALTH AND SOCIAL SERVICE PROVIDERS, PUBLIC HEALTH AGENCIES, FIRST-RESPONDERS, AND COMMUNITY-BASED ORGANIZATIONS ARE CONFRONTED ON A DAILY BASIS WITH PEOPLE STRUGGLING WITH ACUTE OR CHRONIC CONDITIONS AND STRUGGLE TO PROVIDE OR LINK THEM TO THE CARE THEY NEED. WITH RESPECT TO MENTAL HEALTH ISSUES, DEPRESSION/ANXIETY, STRESS, SOCIAL ISOLATION, AND THE IMPACTS OF TRAUMA ARE THE LEADING ISSUES. WITH RESPECT TO SUBSTANCE USE, THE OPIOID CRISIS CONTINUES TO HAVE A TREMENDOUS IMPACT ON THE REGION, ALONG WITH ALCOHOL USE, MARIJUANA USE, AND VAPING IN YOUTH. THE FACT THAT PHYSICAL, MENTAL HEALTH, AND SUBSTANCE ISSUES ARE SO INTERTWINED COMPOUNDS THE IMPACT OF THESE ISSUES. OF PARTICULAR CONCERN ARE THE INCREASING RATES OF OPIOID USE AND THE IMPACT OF TRAUMA. LIMITED ACCESS TO BEHAVIORAL HEALTH (MENTAL HEALTH AND SUBSTANCE USE) SERVICES. DESPITE THE PREVALENCE OF MENTAL HEALTH AND SUBSTANCE USE ISSUES AND THE IMPACT THAT THESE ISSUES ARE HAVING ON INDIVIDUALS, FAMILIES, AND COMMUNITIES, THE BEHAVIORAL HEALTH SERVICE SYSTEM IN THE REGION IS EXTREMELY LIMITED. THERE ARE MAJOR SHORTAGES OF SPECIALIZED PROVIDERS - SUCH AS PSYCHIATRISTS, THERAPISTS, ADDICTION SPECIALISTS, AND CASE MANAGERS - WHO ARE CAPABLE OF PROVIDING THE FULL BREADTH OF PREVENTIVE, SCREENING, ASSESSMENT, TREATMENT, AND RECOVERY SUPPORT SERVICES THAT THE COMMUNITY NEEDS. THIS IS PARTICULARLY TRUE FOR THOSE WHO HAVE LIMITED ENGLISH SKILLS OR DIFFERENT CULTURAL PERSPECTIVES THAT REQUIRE MORE SPECIALIZED CARE, SUCH AS RECENT IMMIGRANTS, RACIAL/ETHNIC MINORITIES, AND LGBTQ INDIVIDUALS. UNINSURED INDIVIDUALS, THOSE COVERED BY MEDICAID, AND THOSE IN LOW TO MODERATE INCOME BRACKETS ALSO STRUGGLE TO ACCESS OR PAY FOR THE SERVICES THEY NEED OR TO FIND PROVIDERS WHO ARE ABLE TO TAKE THEIR COVERAGE OR INSURANCE. HIGH RATES OF CHRONIC AND ACUTE PHYSICAL HEALTH CONDITIONS. ANOTHER MAJOR FINDING FROM THE ASSESSMENT IS THE HIGH RATES OF CHRONIC AND COMPLEX CONDITIONS THAT EXIST FOR MANY OF THE LEADING PHYSICAL HEALTH CONDITIONS (E.G., HEART DISEASE, HYPERTENSION, CANCER, AND ASTHMA) IN THE CBSA. IN SOME CASES, THE RATES OF ILLNESS AND DEATH ARE STATISTICALLY HIGHER THAN THE RATES FOR THE COMMONWEALTH, INDICATING A PARTICULARLY SIGNIFICANT PROBLEM. EVEN IN THE COMMUNITIES WHERE THE RATES ARE LOWER THAN THE COMMONWEALTH AVERAGE, CHRONIC PHYSICAL HEALTH CONDITIONS, SUCH AS HEART DISEASE, CANCER, STROKE, DIABETES, AND RESPIRATORY DISEASE, ARE STILL BY FAR THE LEADING CAUSES OF DEATH AND NEED TO BE ADDRESSED TO IMPROVE HEALTH STATUS IN THE REGION. |
| HIGH RATES OF THE LEADING HEALTH RISK FACTORS | (E.G., LACK OF NUTRITIONAL FOOD AND PHYSICAL ACTIVITY, ALCOHOL/ILLICIT DRUG USE, AND TOBACCO USE). BASED ON INFORMATION GATHERED FROM FOCUS GROUPS, INTERVIEWS, COMMUNITY MEETINGS, THE COMMUNITY HEALTH SURVEY, AND QUANTITATIVE SOURCES, THE ASSESSMENT FOUND THAT THERE WERE SUBSTANTIAL CONCERNS RELATED TO THE LEADING HEALTH RISK FACTORS, SUCH AS HEALTHY EATING, PHYSICAL ACTIVITY, OBESITY, TOBACCO USE/VAPING, ALCOHOL USE, AND STRESS. MANY OF THOSE WHO WERE INVOLVED IN THE ASSESSMENT BELIEVED THAT THERE WAS A NEED FOR MORE HEALTH EDUCATION AND A GREATER EMPHASIS ON HEALTH PROMOTION AND PREVENTION. CHALLENGES NAVIGATING THE SYSTEM AND COORDINATING NEEDED SERVICES. ANOTHER MAJOR THEME FROM THE INTERVIEWS, FOCUS GROUPS, AND COMMUNITY MEETINGS CONDUCTED FOR THE ASSESSMENT WAS THE CHALLENGES THAT MANY PEOPLE IN THE CBSA FACE NAVIGATING THE HEALTH AND SOCIAL SERVICE SYSTEM. THERE WAS A GENERAL SENSE THAT THERE WAS A BROAD RANGE OF HEALTH AND SOCIAL SERVICES AVAILABLE IN THE REGION BUT THAT MANY DID NOT KNOW WHERE TO GO FOR SERVICES OR STRUGGLED TO ACCESS THE SERVICES EVENIF THEY KNEW WHERE TO GO. ONCE AGAIN, THE POPULATION SEGMENTS WHO STRUGGLE MOST TO NAVIGATE THE SYSTEM ARE OLDER ADULTS; LOW INCOME INDIVIDUALS/FAMILIES, RACIAL/ETHNIC MINORITIES, NON-ENGLISH SPEAKERS, AND THOSE WITH CHRONIC/COMPLEX CONDITIONS. MANY PEOPLE SAID THAT THEY WISHED THERE WAS A RESOURCE INVENTORY THAT WOULD HELP RESIDENTS ACCESS SERVICES, ALONG WITH COUNSELORS OR CASE MANAGERS WHO COULD FURTHER ASSIST PEOPLE TO OBTAIN AND ACCESS THE SERVICES THEY NEEDED.THE CHNA THAT WAS COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, WILL INFORM BID PLYMOUTH'S COMMUNITY BENEFITS INITIATIVES DURING THE FISCAL YEARS ENDED SEPTEMBER 30, 2020; SEPTEMBER 30, 2021; AND SEPTEMBER 30, 2022.COMMUNITY HEALTH NEEDS ASSESSMENT AND ACTIVITIES REPORTED IN THIS FILINGTHE 2016 CHNA AND ACCOMPANYING IMPLEMENTATION STRATEGY WERE APPROVED BY THE MILTON BOARD OF TRUSTEES BEFORE SEPTEMBER 30, 2016, AND INFORMED BID PLYMOUTH'S COMMUNITY BENEFIT PROCESS FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2016; SEPTEMBER 30, 2017; AND SEPTEMBER 30, 2018. AS SUCH, THE ACCOMPLISHMENTS AND ACTIVITIES INCLUDED IN THIS FILING AND REPORTED BELOW RELATE TO THE DOCUMENTS APPROVED AS OF SEPTEMBER 30, 2016. |
| 2016 COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY | THE BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH CHNA AND ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2016, WAS THE CULMINATION OF SEVERAL MONTHS OF WORK AND WERE BORNE LARGELY OF BID PLYMOUTH'S COMMITMENT TO BETTER UNDERSTAND AND ADDRESS THE HEALTH-RELATED NEEDS OF THOSE LIVING IN ITS COMMUNITY BENEFITS SERVICE AREA WITH AN EMPHASIS ON THOSE WHO ARE MOST VULNERABLE OR DISADVANTAGED. THE PROJECT WAS ALSO DESIGNED TO FULFILL COMMONWEALTH ATTORNEY GENERAL'S OFFICE (AGO) AND FEDERAL INTERNAL REVENUE SERVICE (IRS) REGULATIONS THAT REQUIRE THAT BID PLYMOUTH ASSESS COMMUNITY HEALTH NEEDS, ENGAGE THE COMMUNITY, IDENTIFY PRIORITY HEALTH ISSUES AND CREATE A COMMUNITY HEALTH STRATEGY THAT DESCRIBES HOW BID PLYMOUTH, IN COLLABORATION WITH THE COMMUNITY AND LOCAL HEALTH DEPARTMENT, WILL ADDRESS THE NEEDS AND THE PRIORITIES IDENTIFIED BY THE CHNA.22016 COMMUNITY HEALTH NEEDS ASSESSMENTTARGETED GEOGRAPHY AND POPULATIONTHE GEOGRAPHICAL FOCUS OF BID PLYMOUTH'S 2016 CHNA WAS ITS CBSA OF CARVER, DUXBURY, KINGSTON, AND PLYMOUTH. THE CHNA ANALYSIS ALSO INCLUDES SECONDARY SERVICE AREA OF BOURNE, HALIFAX, MARSHFIELD, MIDDLEBOROUGH, PEMBROKE, PLYMPTON, SANDWICH, AND WAREHAM. BID PLYMOUTH CONDUCTED THIS CHNA PROCESS IN CONJUNCTION WITH BETH ISRAEL DEACONESS MEDICAL CENTER, WHICH SERVED AS THE SOLE MEMBER OF BID PLYMOUTH UNTIL MARCH 1, 2019 AS WELL AS WITH BETH ISRAEL DEACONESS HOSPITAL-MILTON AND BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM HOSPITALS FOR WHICH THE MEDICAL CENTER ALSO SERVED AS SOLE MEMBER. ALTHOUGH THE PROCESS WAS JOINTLY CONDUCTED, EACH HOSPITAL PRODUCED ITS OWN CHNA AND IMPLEMENTATION STRATEGY (SCHEDULE H, PART V, SECTION B, QUESTIONS 6A AND 6B).BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH'S TARGET POPULATIONS FOCUS ON MEDICALLY UNDERSERVED AND VULNERABLE GROUPS OF ALL AGES AS FOLLOWS: YOUTH ADULTS WITH BEHAVIORAL HEALTH AND CHRONIC HEALTH CONDITIONS LOW-INCOME FAMILIES OLDER ADULTS 2016 COMMUNITY HEALTH NEEDS ASSESSMENTSUMMARY OF APPROACH AND METHODSTHE BID MILTON CHNA USED A PARTICIPATORY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. THE 2016 CHNA WAS DESIGNED AS A THREE-PHASE PROCESS: PHASE ONE FOCUSED ON IDENTIFYING HEALTH NEEDS, INCLUDING: COLLECTION AND ANALYSIS OF QUANTITATIVE DATA TO CHARACTERIZE COMMUNITY CHARACTERISTICS AND DISEASE BURDEN COLLECTION OF QUALITATIVE ONLINE PARTNER SURVEYPHASE TWO FOCUSED ON ENGAGING KEY STAKEHOLDERS AND DATA ANALYSIS, INCLUDING: ADDITIONAL QUANTITATIVE DATA COLLECTION INTERNAL KEY INFORMANT INTERVIEWS ANALYSIS, BENCHMARKING, AND DATA MAPPINGPHASE THREE FOCUSED ON STRATEGIC PLANNING AND REPORTING ACTIVITIES, INCLUDING: STRATEGIC PLANNING RETREAT DEVELOPMENT OF A FINAL CHNA REPORT AND IMPLEMENTATION STRATEGY2016 COMMUNITY HEALTH NEEDS ASSESSMENTMAJOR HEALTH NEEDS AND HOW PRIORITIES WERE DETERMINEDTHE CHNA'S APPROACH AND PROCESS PROVIDED AMPLE OPPORTUNITY TO VET THE QUANTITATIVE AND QUALITATIVE DATA COMPILED DURING THE ASSESSMENT. BID PLYMOUTH HAS FRAMED THE COMMUNITY HEALTH NEEDS UNDER THREE AREAS, WHICH TOGETHER ENCOMPASS THE BROAD RANGE OF HEALTH ISSUES FACING THE COMMUNITY. THESE THREE AREAS ARE: HEALTH RISK FACTORS PHYSICAL DISEASE MANAGEMENT AND PREVENTION BEHAVIORAL HEALTH INCLUDING MENTAL HEALTH AND SUBSTANCE USE DISORDER.BID PLYMOUTH ALREADY LEADS AND SUPPORTS A NUMBER OF INITIATIVES UNDER THESE AREAS, AND FOR THE PERIODS FOR WHICH THIS CHNA AND ASSOCIATED CHIP WILL INFORM BID PLYMOUTH'S COMMUNITY BENEFITS OPERATIONS (FISCAL YEARS ENDING SEPTEMBER 30, 2017, SEPTEMBER 30, 2018 AND SEPTEMBER 30, 2019), BID PLYMOUTH WILL SEEK TO EXPAND ON THESE INITIATIVES TO FURTHER PROMOTE COMMUNITY HEALTH. 2016 COMMUNITY HEALTH NEEDS ASSESSMENTKEY FINDINGSBID PLYMOUTH'S CHNA IDENTIFIED THE FOLLOWING KEY HEALTH-RELATED OPPORTUNITIES: DECREASING ALCOHOL AND SUBSTANCE USE, INCLUDING OPIOID USE INCREASING ACCESS TO HEALTHY FOOD AND PHYSICAL ACTIVITY BETTER MANAGING MENTAL ILLNESS ADDRESSING THE COMMUNITY'S HIGH PREVALENCE OF CHRONIC DISEASE AND CANCER INCREASING SUPPORT FOR OLDER ADULTS ADDRESSING CONCERNS AROUND LYME DISEASE AND PNEUMONIATHE CHNA'S APPROACH AND PROCESS PROVIDED AMPLE OPPORTUNITY TO VET THE QUANTITATIVE AND QUALITATIVE DATA COMPILED DURING THE ASSESSMENT. BID PLYMOUTH HAS FRAMED THE COMMUNITY HEALTH NEEDS UNDER THREE AREAS, WHICH TOGETHER ENCOMPASS THE BROAD RANGE OF HEALTH ISSUES FACING THE COMMUNITY. THESE THREE AREAS ARE: HEALTH RISK FACTORS PHYSICAL DISEASE MANAGEMENT AND PREVENTION BEHAVIORAL HEALTH INCLUDING MENTAL HEALTH AND SUBSTANCE USE DISORDER.BID PLYMOUTH ALREADY LEADS AND SUPPORTS A NUMBER OF INITIATIVES UNDER THESE AREAS, AND FOR THE PERIODS FOR WHICH THIS CHNA AND ASSOCIATED CHIP WILL INFORM BID PLYMOUTH'S COMMUNITY BENEFITS OPERATIONS (FISCAL YEARS ENDING SEPTEMBER 30, 2017, SEPTEMBER 30, 2018 AND SEPTEMBER 30, 2019), BID PLYMOUTH WILL SEEK TO EXPAND ON THESE INITIATIVES TO FURTHER PROMOTE COMMUNITY HEALTH. 2019 COMMUNITY HEALTH NEEDS ASSESSMENTMAKING THE CHNA AND IMPLEMENTATION STRATEGY WIDELY AVAILABLEBID PLYMOUTH STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY, AVAILABLE UPON REQUEST AND ON THE HOSPITAL'S WEBSITE AT: HTTP://WWW.BIDPLYMOUTH.ORG/WORKFILES/BIDPLYMOUTH%202019%20CHNA%20REPORT%20FINAL%209.25.19.PDF.IN ADDITION, THE CHNA THAT WAS PREVIOUSLY COMPLETED DURING THE FISCAL YEAR ENDING FY16 IS AVAILABLE ON THE HOSPITAL'S WEBSITE AT:HTTP://WWW.BIDPLYMOUTH.ORG/COMMUNITY-BENEFITS. BOTH DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST (SCHEDULE H, PART V, SECTION B, LINE 7A). |
| COMMUNITY HEALTH NEEDS ASSESSMENTADDRESSING COMMUNITY HEALTH NEEDS | (SCHEDULE H, PART V, SECTION B, LINE 11)BID PLYMOUTH'S IMPLEMENTATION STRATEGY, WHICH SUMMARIZES THE COMMUNITY BENEFITS ACTIVITIES THAT ADDRESSES THE NEEDS IDENTIFIED IN THE CHNA COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, IS PROVIDED HERE ALONG WITH THE ENTITIES THAT THE HOSPITAL PARTNERS WITH ON THESE EFFORTS. AS NOTED ABOVE, BID PLYMOUTH'S MOST RECENT CHNA AND IMPLEMENTATION STRATEGY WERE CONDUCTED AND APPROVED BY THE BOARD OF TRUSTEES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019. THAT CHNA AND IMPLEMENTATION STRATEGY WILL INFORM THE COMMUNITY BENEFITS MISSION AND ACTIVITIES OF BID PLYMOUTH FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2019; SEPTEMBER 30, 2020; AND SEPTEMBER 30, 2021. THIS FORM 990 COVERS BID PLYMOUTH'S FISCAL YEAR ENDED SEPTEMBER 30, 2019. THE 2016 CHNA AND ACCOMPANYING IMPLEMENTATION STRATEGY WERE APPROVED BY THE BID PLYMOUTH BOARD OF TRUSTEES BEFORE SEPTEMBER 30, 2016 AND INFORMED THE HOSPITAL'S COMMUNITY BENEFITS PROCESS FOR THE FISCAL YEARS ENDED SEPTEMBER 30, 2016; SEPTEMBER 30, 2017; AND SEPTEMBER 30, 2018. AS SUCH, THE ACCOMPLISHMENTS AND ACTIVITIES INCLUDED IN THIS FILING AND REPORTED BELOW RELATE TO THE DOCUMENTS APPROVED AS OF SEPTEMBER 30, 2016. BID PLYMOUTH'S IMPLEMENTATION STRATEGY FOR ITS COMMUNITY BENEFITS ACTIVITIES IS PROVIDED HERE ALONG WITH THE ENTITIES THAT THE HOSPITAL PARTNERS WITH ON THESE EFFORTS. FY19 SCHEDULE HIMPLEMENTATION STRATEGY UPDATEKEY: BASELINE 2017, YEAR 2 2018, YEAR 3 2019PRIORITY AREA 1: HEALTH RISK FACTORS CERTAIN HEALTH RISK FACTORS, SUCH AS OBESITY, LACK OF PHYSICAL EXERCISE, POOR NUTRITION, TOBACCO USE AND OTHERS HAVE AN IMPACT ON PHYSICAL HEALTH STATUS. IN ADDITION, MENTAL/EMOTIONAL HEALTH PROBLEMS ARE A GROWING CONCERN. TO IMPROVE BID-PLYMOUTH'S COMMUNITY BENEFITS SERVICE AREA'S POPULATION HEALTH, EFFORTS MADE FOCUSED ON PREVENTION, INCLUDING INCREASING ACCESS TO HEALTHY FOODS AND OPPORTUNITIES FOR CONTINUED EDUCATION ON CHRONIC DISEASE AND MENTAL HEALTH. GOAL 1: INCREASE AWARENESS, SUPPORT AND EDUCATE COMMUNITY ON HEALTH RISK ISSUES TARGET POPULATION: YOUTH, ADULTS, SENIORSPROGRAMMATIC OBJECTIVES:1.1 EDUCATE COMMUNITY ON HEALTH RISK ISSUES1.2 SUPPORT COMMUNITY PROGRAMS FOCUSED ON HEALTH RISK ISSUESCOMMUNITY ACTIVITIES/STRATEGIES: SUPPORT HEALTHY PLYMOUTH INITIATIVES PROVIDE EDUCATION TO COMMUNITY ON HEALTHY FOOD CHOICES SUPPORT COMMUNITY PROGRAMS FOCUSED ON MENTAL HEALTH ISSUES AND SUBSTANCE ABUSEMETRICS AND STATUS UPDATE: CONDUCTED SIX FREE COMMUNITY HEALTH EDUCATIONAL LECTURES BY BID-PLYMOUTH MEDICAL STAFF WITH 170 COMMUNITY MEMBERS IN ATTENDANCE PROVIDED 10 HEALTHY FOOD DEMONSTRATIONS/TASTINGS AND GAVE OUT RECIPE CARDS TO 525 INDIVIDUALS AT FOUR DESIGNATED HEALTHY MARKETS PROVIDED A BID-PLYMOUTH SOCIAL WORKER TO TRAIN PLYMOUTH SCHOOL STAFF ON THE PREVENTURE PROGRAM, A SCHOOL-BASED INTERVENTION AIMED AT REDUCING ADOLESCENT DRUG AND ALCOHOL USE IN HIGH-RISK TEENAGERS COMMUNITY PARTNERS: PLYMOUTH SCHOOL SYSTEM, MAYFLOWER PROVISIONS, PERRY'S, THE MARKET AT PINEHILLS, PLYMOUTH AREA COALITION'S FOOD PANTRYGOAL 2: ENCOURAGE PHYSICAL ACTIVITYTARGET POPULATION: CHILDREN, YOUTH, ADULTS PROGRAMMATIC OBJECTIVES: 2.1 PROVIDE/INCREASE OPPORTUNITIES FOR PHYSICAL ACTIVITYCOMMUNITY ACTIVITIES/STRATEGIES: PROVIDE SAFE ACTIVITIES TO HELP KEEP COMMUNITY ACTIVE SUPPORT ORGANIZATIONS THAT PROVIDE PHYSICAL ACTIVITYMETRICS AND STATUS UPDATE: PROVIDED SUPPORT TO HEALTHY PLYMOUTH'S AMAZING RACE, A SCAVENGER HUNT FUNDRAISER THAT PROVIDED COMMUNITY-WIDE PHYSICAL, EDUCATIONAL AND MENTAL CHALLENGES. TEN TEAMS OF TEN PARTICIPATED SUPPORTED SPORTS AND FITNESS PROGRAMS DURING HEALTH PLYMOUTH'S FREE APRIL SCHOOL VACATION WEEK FOR PLYMOUTH YOUTH IN GRADES 6-8 COMMUNITY PARTNERS: HEALTHY PLYMOUTH, TOWN OF PLYMOUTHGOAL 3: PROMOTE/EDUCATE HEALTHY FOOD CHOICESTARGET POPULATION: YOUTH, ADULTS, SENIORS, LOW-INCOMEPROGRAMMATIC OBJECTIVES: 3.1 PROMOTE/EDUCATE HEALTHY FOOD OPTIONS FOR CHILDREN, YOUTH, ADULTS, SENIORS, LOW INCOMECOMMUNITY ACTIVITIES/STRATEGIES: PROVIDE EDUCATION ON PROPER NUTRITIONAL GUIDELINES PROMOTE HEALTHY EATING HABITSMETRICS AND STATUS UPDATE: PROMOTED/EDUCATED ALGONQUIN HEIGHTS RESIDENTS (LOW-INCOME HOUSING) ON HEALTHY EATING FOOD CHOICES THROUGH HEALTH PLYMOUTH. A BID-PLYMOUTH DIETICIAN PROVIDED COOKING DEMONSTRATIONS/TASTINGS OF FRESH PRODUCE GROWN FROM LOCAL FARMS. 40 LOW-INCOME HOUSEHOLDS RECEIVED $20.00 WORTH OF FRESH PRODUCE ALONG WITH RECIPE CARDS PROVIDED/EDUCATED 6TH-8TH GRADERS FROM PLYMOUTH SCHOOLS ABOUT HEALTHY FOOD CHOICES VIA A COOKING DEMONSTRATION AND TASTING DURING HEALTH PLYMOUTH'S APRIL SCHOOL VACATION PROGRAM SUPPORTED HEALTHY PLYMOUTH'S PERMACULTURE SCHOOL GARDEN CLUB, WHICH PROVIDED 150 STUDENTS, WITH OVER HALF RECEIVING FREE OR REDUCED BREAKFAST AND LUNCH, TO EXPERIENCE NATURE AND LEARN ABOUT GROWING, HARVESTING AND CONSUMING FOOD. TOMATOES GROWN IN ALL OF THE GARDENS WERE HARVESTED AND COOKED INTO A TOMATO SAUCE BY PLYMOUTH PUBLIC SCHOOL CHEF AND SERVED TO STUDENTS BID-EMPLOYEES DONATED 275 POUNDS OF FOOD DURING A FOOD DRIVE TO GREATER PLYMOUTH FOOD BANK COMMUNITY PARTNERS: PLYMOUTH SCHOOL SYSTEM, TERRA CURA, OLD COLONY YMCA, ZION LUTHERAN CHURCH/LORING LIBRARY, NEW ENGLAND VILLAGE/COLCHESTER NEIGHBORHOOD FARM, FOUR LOCAL MARKETS, PLYMOUTH AREA COALITION FOR THE HOMELESS AND THEIR FOOD PANTRY, ALGONQUIN HEIGHTS, WIC, HEAD START, MAYFLOWER MUNICIPAL GROUP, PLYMOUTH RECREATION, HEALTHY PLYMOUTH, TERRA CURA AND THE PLYMOUTH LIBRARYGOAL 4: SUPPORT REDUCED TOBACCO USE AMONG ADULTS TARGET POPULATION: ADULTS PROGRAMMATIC OBJECTIVES: 4.1 PROVIDE/SUPPORT CURRENT SMOKERS IN THEIR QUEST TO QUIT SMOKING4.2 EDUCATE SMOKERS ON THE DANGERS OF SMOKING COMMUNITY ACTIVITIES/STRATEGIES: PROVIDE COMMUNITY AND PATIENTS WITH TOOLS TO QUIT SMOKING EDUCATE ON THE DANGERS OF SMOKINGMETRICS AND STATUS UPDATE: PROMOTED THE AMERICAN CANCER SOCIETY'S GREAT AMERICAN SMOKE OUT INTERNALLY TO EMPLOYEES AND HOSPITAL VISITORS BY PROVIDING TOOLS/HANDOUTS ON HOW TO QUIT SMOKING. ALSO PROMOTED VIA SOCIAL MEDIA CHANNELS (FACEBOOK AND TWITTER) FY19 THE NUMBER OF ADULTS ENROLLED IN BID-PLYMOUTH'S QUITTERS TOBACCO TREATMENT PROGRAM WAS ZERO DUE TO IT ISSUES AND THE RESIGNATION OF THE INSTRUCTOR.COMMUNITY PARTNERS: AMERICAN CANCER SOCIETYGOAL 5: ASSIST IN REDUCING THE NUMBER OF INDIVIDUALS WHO ARE UNINSURED OR UNDERINSUREDTARGET POPULATION: ADULTSPROGRAMMATIC OBJECTIVES:5.1 PROVIDE AND EDUCATE COMMUNITY ABOUT FREE FINANCIAL COUNSELING TO THE UNINSURED AND UNDERINSURED COMMUNITY ACTIVITIES/STRATEGIES: ENROLLED UNINSURED/UNDERINSURED PATIENTS AND COMMUNITY MEMBERS INTO ENTITLEMENT PROGRAMS PROMOTED OUR FINANCIAL PROGRAM VIA WEBSITE AND LETTERS TO PRIMARY CARE PHYSICIANS INFORMING THEM OF THIS SERVICE TO THEIR PATIENTS METRICS AND STATUS UPDATE: ENROLLED 11,285 UNINSURED/UNDERINSURED PATIENTS AND COMMUNITY MEMBERS INTO ENTITLEMENT PROGRAMS IN FYI9COMMUNITY PARTNERS: BID HEALTHCARE, PLYMOUTH BAY MEDICAL ASSOCIATES, ATRIUS HEALTH, HARBOR COMMUNITY HEALTH CENTERGOAL 6: REDUCE BARRIERS TO ACCESSING PRIMARY CARETARGET POPULATION: ADULTSPROGRAMMATIC OBJECTIVES: 1.3 IMPROVE ACCESS TO PRIMARY CARE SERVICESCOMMUNITY ACTIVITIES/STRATEGIES: INCREASE ACCESS BY RECRUITING ADDITIONAL PHYSICIANS/NPS PROVIDE LIST OF PHYSICIANS/NPS TAKING NEW PATIENTSMETRICS AND STATUS UPDATE: IMPROVED ACCESS BY RECRUITING TWO PRIMARY CARE PHYSICIANS AND TWO NURSE PRACTITIONERS QUARTERLY, PROVIDED A LIST OF PRIMARY CARE PHYSICIANS ACCEPTING NEW PATIENTS TO CLINICAL DEPARTMENTS AND EMERGENCY ROOM CONTINUED OUR PARTNERSHIP WITH HARBOR COMMUNITY HEALTH CENTER WHO SUPPORTS PRIMARY CARE FOR THE UNDERSERVED SPEAKERS OF SPANISH AND PORTUGUESE IN THE REGIONCOMMUNITY PARTNERS: ATRIUS HEALTH, PLYMOUTH BAY MEDICAL GROUP, HARBOR COMMUNITY HEALTH CENTERPRIORITY AREA 2: PHYSICAL HEALTH AND CHRONIC DISEASE MANAGEMENT AND PREVENTIONHIGH PREVALENCE OF CHRONIC DISEASE. A CHRONIC CONDITION IS DEFINED AS A HEALTH CONDITION OR DISEASE THAT LASTS A YEAR OR MORE AND REQUIRES ONGOING MEDICAL ATTENTION OR THAT LIMITS ACTIVITIES OF DAILY LIVING. IN BID-PLYMOUTH'S COMMUNITY BENEFITS SERVICE AREA, WE FOUND A HIGHER THAN STATE AVERAGE MORTALITY RATE FROM LUNG CANCER; HIGHER THAN STATE AVERAGE PERCENTAGE OF WOMEN REPORTING SMOKING DURING PREGNANCY; HIGHER THAN STATE AVERAGE HOSPITALIZATION FOR CORONARY HEART DISEASE; AND A HIGHER THAN STATE AVERAGE PERCENTAGE OF PEOPLE AGE 18 AND OLDER REPORTING THEY HAD BEEN DIAGNOSED WITH DIABETES.GOAL 1: IMPROVE CHRONIC DISEASE MANAGEMENT AND PREVENTION TARGET POPULATION: ADULTS WITH CHRONIC DISEASEPROGRAMMATIC OBJECTIVES: 1.1 REDUCE IMPACT OF CHRONIC DISEASE1.2 EDUCATE COMMUNITY ON MANAGING/PREVENTING CHRONIC DISEASE |
| COMMUNITY ACTIVITIES/STRATEGIES: | INFORM/EDUCATE COMMUNITY ON HOW TO MANAGE AND/OR PREVENT CHRONIC DISEASES FIND WAYS TO SUPPORT THOSE WHO HAVE A CHRONIC DISEASE AND THEIR FAMILY MEMBERS METRICS AND STATUS UPDATE: PROVIDED ANNUAL FREE SKIN CANCER SCREENING AND AWARENESS TO 50 PEOPLE; NONE NEEDED TO BE REFERRED TO A DERMATOLOGIST PROVIDED SUPPORT FOR FREE WOMEN'S HEALTH SCREENINGS (PAP SMEAR, MAMMOGRAM) EVERY OTHER MONTH TO A TOTAL OF 23 WOMEN PROVIDED WEEKLY CANCER SUPPORT GROUPS TO PATIENTS WITH A COMBINED ATTENDANCE OF 20 PARTICIPANTSCOMMUNITY PARTNERS: PLYMOUTH BAY MEDICAL ASSOCIATESGOAL 2: IMPROVE ACCESS TO PALLIATIVE CARE TARGET POPULATION: MEDICALLY UNDERSERVED CHILDREN UP TO AGE 19 PROGRAMMATIC OBJECTIVES: 1.1 INCREASE THE NUMBER OF CHILDREN WITH LIFE-LIMITING ILLNESSES, AND THEIR FAMILIES, TO OBTAIN LOCAL ACCESS TO PALLIATIVE CARE 1.2 REDUCE WAIT LIST TO ACCESS LOCAL PALLIATIVE CARE COMMUNITY ACTIVITIES/STRATEGIES: SUPPORT MEDICALLY UNDERSERVED CHILDREN METRICS AND STATUS UPDATE: INCREASED OUTREACH FROM SERVING 80 FAMILIES TO 87 IN FY19 REDUCED WAIT LIST FOR FRAGILE FOOTPRINTS, BID-PLYMOUTH'S PALLIATIVE CARE PROGRAM FOR MEDICAL UNDERSERVED CHILDREN, FROM 15 FAMILIES TO 11COMMUNITY PARTNERS: MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, PEDIATRIC PALLIATIVE CARE NETWORKPRIORITY AREA 3: BEHAVIORAL HEALTHDESPITE THE BURDEN OF MENTAL HEALTH AND SUBSTANCE USE ON ALL SEGMENTS OF THE POPULATION, THERE IS AN EXTREMELY LIMITED SERVICE SYSTEM AVAILABLE TO MEET THE NEEDS THAT EXIST FOR THOSE WITH MILD TO MODERATE EPISODIC ISSUES OR THOSE WITH MORE SERIOUS AND COMPLEX, CHRONIC CONDITIONS. EFFORTS NEED TO BE MADE TO EXPAND ACCESS, REDUCE BARRIERS TO CARE (INCLUDING STIGMA), AND IMPROVE THE QUALITY OF PRIMARY CARE AND SPECIALIZED BEHAVIORAL HEALTH SERVICES.GOAL 1: PROVIDE ACCESS AND TREATMENT OF DEPRESSION IN OUTPATIENT SETTINGS TARGET POPULATION: ADULTSPROGRAMMATIC OBJECTIVES: 1.1 INCREASE ACCESS AND TREATMENT OF DEPRESSION 1.2 IMPROVE THE LEVEL OF DEPRESSION AFTER TREATMENT COMMUNITY ACTIVITIES/STRATEGIES: CONTINUE TO PROVIDE ACCESS AND TREATMENT OF DEPRESSION AND SUBSTANCE USE THROUGH BID-PLYMOUTH'S INTEGRATED BEHAVIORAL HEALTH CARE INITIATIVEMETRICS AND STATUS UPDATE: PROVIDED ACCESS AND TREATMENT OF DEPRESSION TO PATIENTS THROUGH THE COORDINATION OF PRIMARY CARE AND SPECIALTY CARE AND THE INTEGRATED BEHAVIORAL HEALTH CLINICIANS. PATIENTS WERE ASKED TO COMPLETE A PATIENT HEALTH QUESTIONNAIRE AND THE RESULTS SHOWED THE SCORES FOR DEPRESSION DECREASED BY 67% FROM INTAKE TO DISCHARGECOMMUNITY PARTNERS: BETH ISRAEL DEACONESS HEALTHCAREGOAL 2: IDENTIFY THOSE WITH OR AT RISK OF BEHAVIORAL HEALTH CONDITIONS AND PROVIDE ENHANCED CARE MANAGEMENT TARGET POPULATION: YOUTH, ADULTSPROGRAMMATIC OBJECTIVES: 1.1 SUPPORT INITIATIVES THAT IDENTIFY AT RISK YOUTH AND ADULTS WITH BEHAVIORAL HEALTH CONDITIONS 1.2 IMPROVE THE LEVEL OF CARE FOR INDIVIDUALS AT RISK FOR BEHAVIORAL HEALTH ISSUES (MENTAL HEALTH AND SUBSTANCE USE)COMMUNITY ACTIVITIES/STRATEGIES: COLLABORATE AND SUPPORT LOCAL ORGANIZATIONS THAT SEEK TO IDENTIFY AT RISK YOUTH AND ADULTS AND PROVIDE CARE MANAGEMENTMETRICS AND STATUS UPDATE: IN COLLABORATION WITH THE PLYMOUTH PUBLIC SCHOOL SYSTEM, HOSPITAL CONTINUED TO SUPPORT THE PREVENTURE PROGRAM, A SCHOOL-BASED INTERVENTION AIMED AT REDUCING ADOLESCENT DRUG AND ALCOHOL USE IN HIGH-RISK TEENAGERS. OUT OF 480 EIGHT GRADERS SCREENED FOR THE PROGRAM, 50% SCREENED IN FOR THE INTERVENTION. IN ADDITION TO FUNDING THE PROGRAM, A BID-PLYMOUTH SOCIAL WORKER TRAINED SCHOOL STAFF IN THE PROGRAM THROUGH PLYMOUTH COUNTY OUTREACH, A PROGRAM THAT PROVIDES FOLLOW UP TO INDIVIDUALS WHO EXPERIENCED AN OVERDOSE IN THE EMERGENCY DEPARTMENT, OF THE 558 INDIVIDUALS WHO RECEIVED FOLLOW UP VISITS TO THEIR HOME, APPROXIMATELY 60% AGREED TO GET HELP INSTITUTED MEDICAL ASSISTED TREATMENT (MAT) IN BID-PLYMOUTH'S EMERGENCY DEPARTMENT. WITH MAT, BID-PLYMOUTH WAS ABLE TO EXPAND ITS PARTNERSHIP WITH GOSNOLD BY ADDING ANOTHER FULL-TIME RECOVERY NAVIGATOR TO THE TEAM. NOW, INDIVIDUALS LIVING WITH AN OPIOID USE DISORDER MAY BEGIN TREATMENT IN THE EMERGENCY DEPARTMENT, RATHER THAN DELAYING TREATMENT UNTIL A PSYCHIATRIC BED IS AVAILABLE. THIS IMMEDIATE CARE OFTEN DECREASES THE LEVEL OF INTERVENTION REQUIRED. PATIENTS CAN ADDRESS MEDICAL AND BEHAVIORAL HEALTH NEEDS IN ONE LOCATION.COMMUNITY PARTNERS: GOSNOLD, PLYMOUTH PUBLIC SCHOOLSCOMMUNITY PARTNERSBID PLYMOUTH IS COMMITTED TO IMPROVING THE HEALTH AND WELLBEING OF RESIDENTS WITHIN ITS SERVICE AREA BY COLLABORATING WITH A DIVERSE GROUP OF COMMUNITY PARTNERS. THE HOSPITAL WORKS TOGETHER WITH THESE PARTNERS TO REDUCE BARRIERS TO HEALTH, INCREASE PREVENTION AND/OR SELF-MANAGEMENT OF CHRONIC DISEASE AND INCREASE THE EARLY DETECTION OF ILLNESS. THE HOSPITAL'S COMMUNITY PARTNERS INCLUDE: BID PLYMOUTH PATIENT AND FAMILY ADVISORY COUNCIL CARVER COUNCIL ON AGING CARVER PUBLIC LIBRARY CARVER MIDDLE SCHOOL AND HIGH SCHOOL COMMUNITY HEALTH NETWORK AREA (CHNA 23) DUXBURY COUNCIL ON AGING DUXBURY FACTS DUXBURY PUBLIC LIBRARY GATRA BUS HARBOR COMMUNITY HEALTH HEALTHY PLYMOUTH KINGSTON COUNCIL ON AGING KINGSTON PUBLIC LIBRARY OLD COLONY ELDER SERVICES PLYMOUTH BOARD OF HEALTH PLYMOUTH COUNCIL ON AGING PLYMOUTH CHAMBER OF COMMERCE PLYMOUTH COALITION FOR THE HOMELESS PLYMOUTH PUBLIC LIBRARY PLYMOUTH POLICE DEPARTMENT PLYMOUTH SCHOOL SYSTEM PLYMOUTH YOUTH DEVELOPMENT COUNCIL ROTARY CLUB SOUTH SHORE ACTION COUNCIL SOUTH SHORE CHAMBER OF COMMERCE TOWN OF KINGSTON UNITED WAY OF GREATER PLYMOUTH YMCA COMMUNITY HEALTH NEEDSOTHER INITIATIVESAS DESCRIBED IN DETAIL IN THIS SUPPORTING NARRATIVE TO THE FORM 990 SCHEDULE H, BID PLYMOUTH IS DEEPLY DEDICATED TO ITS COMMUNITY BENEFITS OPERATIONS AND TO IMPROVING THE HEALTH OF ITS COMMUNITY. HOWEVER, AS NOTED IN SCHEDULE H, PART V, SECTION B, QUESTION 11, BID PLYMOUTH IS UNABLE TO ADDRESS ALL NEEDS. DURING THE PERIOD COVERED BY THIS FILING, BID PLYMOUTH WAS UNABLE TO ADDRESS THE NEED FOR HOUSING/HOMELESSNESS IDENTIFIED IN THE CHNA AND THE IMPLEMENTATION STRATEGY BECAUSE OF LIMITED FINANCIAL RESOURCES. EFFORTS TO IMPROVE HOUSING/HOMELESSNESS SYSTEMS ARE NOT PART OF THE HOSPITAL'S MISSION AND UNLIKE THE MANY PROGRAMS DESCRIBED HEREIN WHERE BID PLYMOUTH IS UNIQUELY SITUATED TO IMPLEMENT SUCH PROGRAMS, IMPROVING HOUSING/HOMELESSNESS IS OUTSIDE OF THE SCOPE OF THE HOSPITAL'S EXPERTISE, AND AS SUCH, THESE NEEDS ARE NOT PART OF THE HOSPITAL'S 2016 IMPLEMENTATION STRATEGY. AS NOTED IN DETAIL ABOVE, THE BID PLYMOUTH'S PRIMARY TOOL FOR ASSESSING THE HEALTH CARE NEEDS OF THE COMMUNITIES SERVED IS THROUGH THE CHNA AND IMPLEMENTATION STRATEGY (SCHEDULE H PART VI QUESTION 2). |
| FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION | THE PURPOSE OF THIS FORM 990 SCHEDULE H NARRATIVE DISCLOSURE IS TO HELP THE READER UNDERSTAND IN MORE DETAIL HOW BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS. AS DEMONSTRATED IN THIS SCHEDULE H, 14.56% OF BID PLYMOUTH'S TOTAL EXPENSES AS REPORTED ON FORM 990 PART IX, LINE 24, ARE INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. IN ADDITION, , THERE ARE ADDITIONAL ACTIVITIES AND EXPENDITURES WHICH BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM CONSIDERS FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. ALTHOUGH THOSE ACTIVITIES ARE NOT QUANTIFIED ON THE BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH SCHEDULE H PER THE INSTRUCTIONS TO THE FORM 990, THOSE ACTIVITIES ARE RELEVANT IN EVALUATING THE TOTAL COMMUNITY BENEFITS PROVIDED. IF BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH HAD INCLUDED THESE IN SCHEDULE H, QUESTION 7, BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH WOULD HAVE REPORTED OVER $43,682,894 IN NET EXPENDITURES AT COST, WHICH REPRESENTED APPROXIMATELY 15.57% OF TOTAL EXPENSES INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST FOR THE FISCAL PERIOD COVERED BY THIS FILING. COMMUNITY BENEFITSANNUAL COMMUNITY BENEFITS REPORTAS PREVIOUSLY NOTED IN THIS FILING, BID PLYMOUTH'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IMPLEMENTATION STRATEGY WERE COMPLETED AND APPROVED BY THE COMMUNITY BENEFITS ADVISORY COMMITTEE AND BOARD OF TRUSTEES DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, AS REQUIRED PURSUANT TO THE REGULATIONS UNDER INTERNAL REVENUE CODE SECTION 501(R). IN ADDITION, AS NOTED IN THIS FORM 990 SCHEDULE H, PART I, LINES 6A AND 6B, THE HOSPITAL PREPARES AN ANNUAL COMMUNITY BENEFITS REPORT THAT IS SUBMITTED TO THE MASSACHUSETTS ATTORNEY GENERAL (SCHEDULE H, PART VI, LINE 7). THAT FILING IS AVAILABLE FOR PUBLIC INSPECTION AT THE ATTORNEY GENERAL'S OFFICE, ON THE ATTORNEY GENERAL'S WEBSITE AND ON THE HOSPITAL WEBSITE AT WWW.BIDPLYMOUTH.ORG/COMMUNITY-BENEFITS.THERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE DEFINITION OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THIS SCHEDULE H DISCLOSURE AND THE REPORT THAT BID PLYMOUTH FILED WITH THE ATTORNEY GENERAL'S OFFICE. EMERGENCY CARE ACCESSIN ADDITION, AS NOTED IN THIS FORM 990, SCHEDULE H, PART V, SECTION A, BID PLYMOUTH IS A GENERAL MEDICAL AND SURGICAL HOSPITAL, PROVIDING 24-HOUR EMERGENCY MEDICAL CARE TO ALL PATIENTS WITHOUT REGARD TO ABILITY TO PAY. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITSCHARITY CARE AND MEANS TESTED GOVERNMENT PROGRAMSFINANCIAL ASSISTANCEBID PLYMOUTH'S NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST, WAS $2,208,547 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019, AND HAS BEEN REPORTED ON THIS SCHEDULE H, PART I, LINE 7A. OTHER UNCOMPENSATED CHARITY CAREMEDICAID AND MEDICAREIN ADDITION TO THE CHARITY CARE REPORTED ABOVE, BID PLYMOUTH ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN OTHER PROGRAMS DESIGNED TO SUPPORT LOW-INCOME FAMILIES, INCLUDING PARTICULARLY THE MEDICAID PROGRAM, WHICH IS JOINTLY FUNDED BY FEDERAL AND STATE GOVERNMENTS. THE MASSACHUSETTS HEALTH REFORM LAW PROVIDED AN INITIATIVE FOR EXPANSION OF MEDICAID COVERAGE TO GREATER POPULATIONS AND FOR ENROLLMENT OF UNINSURED PATIENTS IN OTHER INSURANCE PROGRAMS. PAYMENTS FROM MEDICAID AND OTHER PROGRAMS THAT INSURE LOW-INCOME POPULATIONS DO NOT COVER THE COST OF SERVICES PROVIDED. MEDICAID IS A GOVERNMENT INSURANCE PROGRAM FOR INDIVIDUALS WITH LIMITED INCOME AND RESOURCES, AND BID PLYMOUTH PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICAID PROGRAM. PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION AND ALTHOUGH THE PROVISION OF HEALTH CARE TO THESE PATIENTS GENERATED $22,753,735 IN MEDICAID REVENUE THIS WAS LESS THAN THE COST OF CARE PROVIDED BY BID PLYMOUTH FOR SUCH SERVICES BY $4,412,630 AS REPORTED ON THIS SCHEDULE H, PART I LINE 7B. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 11.1% OR 25,880 OF BID PLYMOUTH'S PATIENT ENCOUNTERS WERE WITH MEDICAID PATIENTS. IN ADDITION, 41% OR 95,493 OF THE HOSPITAL'S PATIENT CASES WERE WITH MEDICARE PATIENTS. THIS TRANSLATED TO AN ADDITIONAL $2,188,161 IN UNCOVERED COST BORNE BY BID PLYMOUTH IN PROVIDING CARE TO MEDICARE PATIENTS. AS PREVIOUSLY NOTED, THIS ADDITIONAL BID PLYMOUTH COST IS NOT QUANTIFIED IN THE BID PLYMOUTH SCHEDULE H. BAD DEBTSIN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, BID PLYMOUTH ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. CHARGES FOR THOSE SERVICES DURING THE FISCAL PERIOD COVERED BY THIS FILING OF $5,541,760 AND ARE REPORTED AS BAD DEBT ON FORM 990, SCHEDULE H, PART III, LINE 2. BID PLYMOUTH SIMILARLY INCURS BAD DEBT LOSSES AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE IN ITS FINANCIAL STATEMENTS. BID PLYMOUTH CHARGES FOR THOSE SERVICES WERE $5,541,760 DURING THE FISCAL PERIOD COVERED BY THIS FILING AS REPORTED IN THE FINANCIAL STATEMENTS AND AS REPORTED ON THE BIDMC FORM 990, SCHEDULE H, PART III, LINE 2. AS REQUIRED BY THE INSTRUCTIONS TO THIS FORM 990 SCHEDULE H, LOSSES RELATED TO BAD DEBTS HAVE NOT BEEN INCLUDED IN THE CALCULATION OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS IN SCHEDULE H PART I LINE 7. RATHER THE AMOUNT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED. THE PERCENTAGES CALCULATED IN PART I, LINE 7, COLUMN F, WERE BASED ON EACH ITEM OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS AS A PERCENTAGE OF TOTAL EXPENSES REPORTED IN PART IX OF THIS FORM 990.THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE BETH ISRAEL LAHEY HEALTH, INC. AND AFFILIATES FOR THE SEVEN MONTHS ENDED SEPTEMBER 30, 2019 INCLUDE THE ACCOUNTS 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 CLINIC FOUNDATION, WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NORTHEAST), ANNA JAQUES HOSPITAL (AJH) AND AFFILIATES. THE FINANCIAL STATEMENTS OF THE SYSTEM ALSO INCLUDE A CONTROLLED AFFILIATE, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP).THE BETH ISRAEL LAHEY HEALTH INC. CONSOLIDATED FINANCIAL STATEMENTS DO NOT INCLUDE A FOOTNOTE REGARDING BAD DEBT EXPENSE. EMERGENCY CARE ACCESSAS PREVIOUSLY NOTED IN THIS FILING, FOR THE PERIOD COVERED BY THIS FILING, BIDMC SERVED AS THE SOLE MEMBER OF BID PLYMOUTH UNTIL MARCH 1, 2019. THE MEDICAL CENTER IS A NATIONALLY RECOGNIZED ACADEMIC MEDICAL CENTER AND TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL. ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (APHMFP) IS AN INTEGRALLY RELATED PHYSICIAN PRACTICE OF BIDMC AND IS ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. APHMFP PHYSICIANS PROVIDE AROUND THE CLOCK PHYSICIAN PATIENT CARE COVERAGE AND MEDICAL DIRECTION OF THE BID PLYMOUTH EMERGENCY DEPARTMENT. THESE PHYSICIANS ARE ALL CERTIFIED OR BOARD-ELIGIBLE IN LEVEL 1 TRAUMA. THE BID PLYMOUTH DEPARTMENT OF EMERGENCY MEDICINE, PROVIDES MEDICALLY NECESSARY CARE FOR ALL PEOPLE REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL OFFERS THIS CARE FOR ALL PATIENTS THAT COME TO THIS FACILITY 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR. |
| FINANCIAL ASSISTANCE POLICYINTERNAL REVENUE CODE SECTION 501(R)(4) | FINANCIAL ASSISTANCE POLICY PURPOSE BID PLYMOUTH IS DEDICATED TO PROVIDING FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE HEALTH CARE NEEDS AND ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR A GOVERNMENT PROGRAM OR OTHERWISE UNABLE TO PAY FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. THIS FINANCIAL ASSISTANCE POLICY IS INTENDED TO BE IN COMPLIANCE WITH APPLICABLE FEDERAL AND STATE LAWS FOR OUR SERVICE AREA. PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE WILL RECEIVE DISCOUNTED CARE RECEIVED FROM QUALIFYING BID PLYMOUTH PROVIDERS.BID PLYMOUTH DOES NOT DISCRIMINATE BASED ON THE PATIENT'S AGE, GENDER, RACE, CREED, RELIGION, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, NATIONAL ORIGIN OR IMMIGRATION STATUS WHEN DETERMINING ELIGIBILITY.FINANCIAL ASSISTANCE POLICY, CREDIT AND COLLECTION POLICY AND EMERGENCY CARE POLICYAS REQUIRED BY IRC SECTION 501(R)(4) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL MAINTAINS A WRITTEN FINANCIAL ASSISTANCE POLICY (FAP) WHICH APPLIES TO ALL EMERGENCY AND OTHER MEDICALLY NECESSARY CARE PROVIDED BY THE HOSPITAL FACILITY (SCHEDULE H PART I QUESTIONS 1A AND 1B). DETAIL RELATED TO EMERGENCY AND OTHER MEDICALLY NECESSARY CARE COVERED BY THE POLICY IS INCLUDED WITHIN THE POLICY AND THE DEFINITION OF EMERGENCY CARE MEETS THE DEFINITION OF THE EMERGENCY MEDICAL TREATMENT AND LABOR ACT (EMTALA), SECTION 1867 OF THE SOCIAL SECURITY ACT (42 USC 1395DD). (SCHEDULE H PART V SECTION B QUESTION 21). THE FAP INCLUDES A LIST OF PROVIDERS OTHER THAN THE HOSPITAL ITSELF, WHICH ARE COVERED BY THE FAP AND SPECIFIES ELIGIBILITY CRITERIA FOR BOTH FREE AND DISCOUNTED CARE. THE FAP ALSO INCLUDES THE BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS. THE HOSPITAL MAINTAINS A SEPARATE CREDIT AND COLLECTION POLICY AS PERMITTED UNDER THE TREASURY REGULATIONS AND THIS CREDIT AND COLLECTION POLICY IS REFERENCED WITHIN THE FAP AS REQUIRED, ALONG WITH INFORMATION ON HOW TO OBTAIN A FREE COPY OF THE CREDIT AND COLLECTION POLICY (SCHEDULE H PART III SECTION C QUESTIONS 9A AND 9B AND PART V SECTION B QUESTION 17). THE HOSPITAL'S FAP AND CREDIT & COLLECTION POLICY WERE ADOPTED BY THE HOSPITAL'S BOARD PRIOR TO AUGUST 15, 2019 AND THESE DOCUMENTS WERE ALL EFFECTIVE AS OF AUGUST 15, 2019 THE FIRST DAY OF THE HOSPITAL'S FISCAL YEAR IN WHICH THE HOSPITAL WAS REQUIRED TO BE IN COMPLIANCE WITH THE REGULATIONS PROMULGATED BY THE TREASURY AND RELATED TO IRC SECTION 501(R). FINANCIAL ASSISTANCE POLICYAPPLYING FOR ASSISTANCE THE HOSPITAL'S FAP INCLUDES INFORMATION ON THE METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE UNDER THE FAP. IN ADDITION, THE HOSPITAL'S FINANCIAL ASSISTANCE APPLICATION INCLUDES A LIST OF INFORMATION/DOCUMENTATION REQUIRED AS PART OF A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE (SCHEDULE H PART V SECTION B QUESTION 15).FINANCIAL ASSISTANCE POLICYELIGIBILITY GUIDELINES THE HOSPITAL'S FAP USES THE FEDERAL POVERTY GUIDELINES IN DETERMINING ELIGIBILITY FOR FREE AND DISCOUNTED CARE (SCHEDULE H PART I QUESTION 3A AND 3B AND PART V SECTION B QUESTION 13). IN ADDITION, THE HOSPITAL'S FAP PROVIDES FOR FINANCIAL ASSISTANCE BASED ON MEDICAL HARDSHIP AND ASSET LEVEL (SCHEDULE H PART I QUESTIONS 3C AND 4, PART V SECTION B QUESTION 13 AND PART VI QUESTION 3). FINALLY, THE HOSPITAL UNDERSTANDS THAT NOT ALL PATIENTS ARE ABLE TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION OR COMPLY WITH REQUESTS FOR DOCUMENTATION. THERE MAY BE INSTANCES UNDER WHICH A PATIENT/GUARANTOR'S QUALIFICATION FOR FINANCIAL ASSISTANCE IS ESTABLISHED WITHOUT COMPLETING THE APPLICATION FORM. OTHER INFORMATION MAY BE USED BY THE HOSPITAL TO DETERMINE WHETHER A PATIENT/GUARANTOR'S ACCOUNT IS UNCOLLECTIBLE, AND THIS INFORMATION MAY BE USED TO DETERMINE PRESUMPTIVE ELIGIBILITY AS OUTLINED IN THE HOSPITAL'S FAP (SCHEDULE H PART I QUESTIONS 3C).FINANCIAL ASSISTANCEPUBLIC ASSISTANCE PROGRAMS (SCHEDULE H PART I QUESTION 3C)IN ADDITION TO FINANCIAL ASSISTANCE ELIGIBILITY UNDER THE HOSPITAL'S FAP, FOR THOSE INDIVIDUALS WHO ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL WORK WITH PATIENTS TO ASSIST THEM IN APPLYING FOR PUBLIC ASSISTANCE AND/OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID HOSPITAL BILLS. TO HELP UNINSURED AND UNDERINSURED INDIVIDUALS FIND AVAILABLE AND APPROPRIATE OPTIONS, THE HOSPITAL WILL PROVIDE ALL INDIVIDUALS WITH A GENERAL NOTICE OF THE AVAILABILITY OF PUBLIC ASSISTANCE AND FINANCIAL ASSISTANCE PROGRAMS DURING THE PATIENT'S INITIAL IN-PERSON REGISTRATION AT A HOSPITAL LOCATION FOR A SERVICE, IN ALL BILLING INVOICES THAT ARE SENT TO A PATIENT OR GUARANTOR, AND WHEN THE PROVIDER IS NOTIFIED OR THROUGH ITS OWN DUE DILIGENCE BECOMES AWARE OF A CHANGE IN THE PATIENT'S ELIGIBILITY STATUS FOR PUBLIC OR PRIVATE INSURANCE COVERAGE.HOSPITAL PATIENTS MAY BE ELIGIBLE FOR FREE OR REDUCED COST OF HEALTH CARE SERVICES THROUGH VARIOUS STATE PUBLIC ASSISTANCE PROGRAMS AS WELL AS THE HOSPITAL FINANCIAL ASSISTANCE PROGRAMS (INCLUDING BUT NOT LIMITED TO MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE HEALTH CONNECTOR, THE CHILDREN'S MEDICAL SECURITY PROGRAM, THE HEALTH SAFETY NET, AND MEDICAL HARDSHIP). SUCH PROGRAMS ARE INTENDED TO ASSIST LOW-INCOME PATIENTS TAKING INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HER OR HIS CARE. FOR THOSE INDIVIDUALS THAT ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL, WHEN REQUESTED, HELP THEM WITH APPLYING FOR EITHER COVERAGE THROUGH PUBLIC ASSISTANCE PROGRAMS OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILLS.THE HOSPITAL IS AVAILABLE TO ASSIST PATIENTS IN ENROLLING INTO STATE HEALTH COVERAGE PROGRAMS. THESE INCLUDE MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE STATE'S HEALTH CONNECTOR, AND THE CHILDREN'S MEDICAL SECURITY PLAN. FOR THESE PROGRAMS, APPLICANTS CAN SUBMIT AN APPLICATION THROUGH AN ONLINE WEBSITE (WHICH IS CENTRALLY LOCATED ON THE STATE'S HEALTH CONNECTOR WEBSITE), A PAPER APPLICATION, OR OVER THE PHONE WITH A CUSTOMER SERVICE REPRESENTATIVE LOCATED AT EITHER MASSHEALTH OR THE CONNECTOR. INDIVIDUALS MAY ALSO ASK FOR ASSISTANCE FROM HOSPITAL FINANCIAL COUNSELORS (ALSO CALLED CERTIFIED APPLICATION COUNSELORS) WITH SUBMITTING THE APPLICATION EITHER ON THE WEBSITE OR THROUGH A PAPER APPLICATION.FINANCIAL ASSISTANCE POLICYTRANSLATIONS THE HOSPITAL'S FAP, CREDIT AND COLLECTION POLICY AND PLAIN LANGUAGE SUMMARY OF THE FAP (SEE DETAIL BELOW) HAVE ALL BEEN TRANSLATED INTO THE LANGUAGES SPOKEN BY THOSE IN THE HOSPITAL'S COMMUNITY WHO MAY COMMUNICATE IN A LANGUAGE OTHER THAN ENGLISH. THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE LANGUAGES OF LIMITED ENGLISH PROFICIENCY (LEP) OF ITS PATIENTS USING THE HEALTH AND HUMAN SECRETARY GUIDANCE SAFE HARBOR OF 5% OF THE POPULATION OR 1,000 PERSONS, WHICHEVER IS LESS. BASED ON THE HOSPITAL'S REVIEW OF THIS SAFE HARBOR, THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE FOLLOWING LANGUAGES: ENGLISH, SPANISH, PORTUGUESE, VIETNAMESE, (SCHEDULE H PART V SECTION B QUESTION 16I).FINANCIAL ASSISTANCE POLICYWIDELY PUBLICIZING AND AVAILABILITYCOPIES OF THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN BOTH ENGLISH AND ALL LEP LANGUAGES AT THE HOSPITAL OR BY MAIL FREE OF CHARGE AND ON THE HOSPITAL'S WEBSITE AT (SCHEDULE H PART V SECTION B QUESTIONS 16A, 16B, 16C, 16D, 16E, 16H) AT: HTTP://WWW.BIDPLYMOUTH.ORG/BODY.CFM?ID=90.IN ADDITION, THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN THE HOSPITAL'S EMERGENCY DEPARTMENT AND FINANCIAL COUNSELING OFFICE (SCHEDULE H PART V SECTION B QUESTION 16F AND SCHEDULE H PART VI QUESTION 3).THE HOSPITAL MAINTAINS SIGNAGE AND CONSPICUOUS PUBLIC DISPLAYS ABOUT FINANCIAL ASSISTANCE AND THE FAP DESIGNED TO ATTRACT THE ATTENTION OF PATIENTS AND VISITORS, INCLUDING BOTH THE EMERGENCY DEPARTMENT AND ADMISSIONS. SUCH SIGNAGE IS POSTED BOTH IN ENGLISH AND THE LEP LANGUAGES NOTED ABOVE. IN ADDITION, FINANCIAL COUNSELING PERSONNEL ROUTINELY VISIT LOCATIONS DESIGNATED FOR SIGNAGE TO ENSURE THAT SUCH SIGNAGE REMAINS VISIBLE TO PATIENTS AND VISITORS AS ATTENDED. THE HOSPITAL PROVIDES INFORMATION ABOUT THE FAP TO PATIENTS CONSPICUOUSLY WITHIN BILLING STATEMENTS. INFORMATION PROVIDED TO PATIENTS IN THESE COMMUNICATIONS INCLUDE CONTACT INFORMATION FOR THOSE THAT CAN HELP PROVIDE ADDITIONAL INFORMATION ABOUT THE FAP, INFORMATION ON THE APPLICATION PROCESS AND THE WEBSITE WHERE THE FAP CAN BE OBTAINED. ADDITIONALLY, A PLAIN LANGUAGE SUMMARY OF THE FAP IS PROVIDED AS PART OF THE INTAKE PROCESS. (SCHEDULE H PART V SECTION B QUESTION 16G). |
| FINANCIAL ASSISTANCE POLICYPLAIN LANGUAGE SUMMARY | AS NOTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H, THE HOSPITAL HAS A PLAIN LANGUAGE SUMMARY OF ITS FAP. THIS IS A WRITTEN STATEMENT DESIGNED TO NOTIFY PATIENTS AND VISITORS THAT THE HOSPITAL HAS A WRITTEN FAP AND PROVIDES FINANCIAL ASSISTANCE. THIS PLAIN LANGUAGE SUMMARY INCLUDES INFORMATION ON FREE AND DISCOUNTED CARE, HOW TO OBTAIN A COPY OF THE FAP POLICY AND APPLICATION. THE PLAIN LANGUAGE SUMMARY ALSO INCLUDES THE LIST OF LANGUAGES INTO WHICH THE FAP AND SUMMARY HAVE BEEN TRANSLATED AS WELL AS HOW TO ACCESS INFORMATION ON PROVIDERS NOT COVERED BY THE FAP AND TO WHICH OTHER RELATED HOSPITALS' APPROVAL UNDER THE FAP WILL APPLY. LIMITATION ON CHARGESINTERNAL REVENUE CODE SECTION 501(R)(5)LIMITATION ON CHARGESAS REQUIRED BY IRC SECTION 501(R)(5) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL LIMITS THE AMOUNTS CHARGED FOR ANY EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IT PROVIDES TO A FINANCIAL ASSISTANCE ELIGIBLE PATIENT, TO NOT MORE THAN AMOUNTS GENERALLY BILLED (AGB) AND LIMITS THE AMOUNTS CHARGED TO ANY FINANCIAL ASSISTANCE ELIGIBLE PATIENT FOR ALL OTHER MEDICAL CARE TO LESS THAN GROSS CHARGES. AMOUNTS GENERALLY BILLEDLOOK BACK METHODPATIENT REFUNDS FOR CHARGES IN EXCESS OF AMOUNTS GENERALLY BILLEDTHE HOSPITAL REGULARLY MONITORS THE FINANCIAL ACCOUNTS OF PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE. WHERE A PATIENT SUBMITS A COMPLETED APPLICATION FOR FINANCIAL ASSISTANCE AND IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL REFUNDS ANY AMOUNTS PREVIOUSLY PAID FOR CARE THAT EXCEED THE AMOUNT THAT THE PATIENT IS PERSONALLY RESPONSIBLE FOR PAYING WHERE SUCH AMOUNTS ARE EQUAL TO OR EXCEED $5.00. BILLING AND COLLECTIONS501(R)(6)EXTRAORDINARY COLLECTION ACTIVITIESTHE HOSPITAL DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITIES (ECAS) FOR FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. SPECIFICALLY, THE HOSPITAL DOES NOT REPORT TO CREDIT AGENCIES, ENGAGE IN LEGAL OR JUDICIAL PROCESSES OR SELL A PATIENT'S OUTSTANDING AMOUNTS OWED FOR PATIENT CARE. IN ADDITION, THIS EXTENDS TO ANY THIRD PARTY CONTRACTED WITH THE HOSPITAL RELATED TO BILLING AND COLLECTIONS (SCHEDULE H PART V SECTION B QUESTIONS 18 AND 19).APPLICATION PERIOD PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE AT ANY TIME UP TO TWO HUNDRED AND FORTY (240) DAYS AFTER THE FIRST POST-DISCHARGE BILLING STATEMENT IS AVAILABLE. ADDITIONAL INFORMATION REGARDING PROMOTING THE HEALTH OF THE COMMUNITY (SCHEDULE H, PART VI, QUESTIONS 5 AND 6)THE HOSPITAL MAINTAINS AN OPEN MEDICAL STAFF AND AS NOTED IN THIS FORM 990 PARTS I AND VI, THE MAJORITY OF BOARD MEMBERS ARE INDEPENDENT COMMUNITY MEMBERS. ON MARCH 1, 2019, THE BETH ISRAEL LAHEY HEALTH SYSTEM WAS FORMED THROUGH THE COMBINATION OF THE HOSPITALS AND OTHER AFFILIATES OF THREE LEGACY HEALTH CARE SYSTEMS BASED PRIMARILY IN EASTERN MASSACHUSETTS, INCLUDING THE FORMER CAREGROUP HEALTH SYSTEM, THE FORMER LAHEY HEALTH SYSTEM, AND THE SEACOAST HEALTH SYSTEM. BETH ISRAEL LAHEY HEALTH, INC. (BILH) IS NOW THE SOLE MEMBER OF THE HOSPITAL AND NINE ADDITIONAL AFFILIATED HOSPITALS. EACH OF THESE ENTITIES MAY HAVE, IN TURN, SERVED AS THE SOLE MEMBER OF ADDITIONAL AFFILIATES. THE BILH HEALTH SYSTEM IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES. |
| AFFILIATED HEALTH CARE SYSTEM | AS NOTED IN VARIOUS NARRATIVE DISCLOSURES THAT SUPPORT THIS FORM 990 AND RELATED SCHEDULES FOR THE PERIOD COVERED BY THIS FILING, BILH IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES. BILH SERVES AS SOLE MEMBER OF 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). LAHEY CLINIC FOUNDATION SERVES AS THE SOLE MEMBER OF LAHEY CLINIC, INC. AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER. EACH OF THESE AFFILIATES MAY IN TURN SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE NETWORK OF AFFILIATES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| PLYMOUTH COUNTY OUTREACH | |||||
| 20 LONG POND RD | PLYMOUTH | MA | 02360 | $11,067 | SUPPORT FOR PLYMOUTH AND BRIDGEWATER STATE POLICE SUBSTANCE ABUSE EFFORTS |
| PCO HOPE | |||||
| PO BOX 401 | EAST BRIDGEWATER | MA | 02333 | $14,755 | SUBSTANCE ABUSE SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AS PREVIOUSLY NOTED IN THE FILING BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC., MAINTAINS STRONG RELATIONSHIP WITH MANY PARTNERS AND BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. WORKS WITH THOSE PARTNERS AS PART OF ITS COMMUNITY BENEFIT MISSION AND ACTIVITIES. PURSUANT TO THOSE RELATIONSHIPS, GRANTS MAY BE DISTRIBUTED TO THESE PARTNERS. BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. ENSURES THAT FUNDS GRANTED ARE USED FOR THE INTENDED PURPOSES AS PART OF ITS ON-GOING AND CLOSE CONNECTIONS WITH THESE COMMUNITY PARTNERS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (20 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COUGHLIN KEVIN | ||||||||||||||
| PRESIDENT; DIR (EX-OFF) | $349,586 | $87,396 | $94,542 | $23,636 | $29,716 | $7,429 | $15,918 | $3,980 | $33,563 | $8,391 | $523,325 | $130,832 | $0 | $0 |
| FISCHER STEVEN P | ||||||||||||||
| DIRECTOR (EX-OFF), TREASURER | $0 | $565,045 | $0 | $151,691 | $0 | $53,474 | $0 | $18,750 | $0 | $57,012 | $0 | $845,972 | $0 | $0 |
| LEWIS MD STANLEY M | ||||||||||||||
| DIRECTOR | $0 | $539,594 | $0 | $145,095 | $0 | $47,414 | $0 | $20,100 | $0 | $52,482 | $0 | $804,685 | $0 | $0 |
| LONIS-SCHEUB MD KIMBERLY | ||||||||||||||
| DIRECTOR | $309,273 | $0 | $28,127 | $0 | $5,998 | $0 | $33,000 | $0 | $32,124 | $0 | $408,522 | $0 | $0 | $0 |
| STUHLFAUT MD JOSHUA | ||||||||||||||
| DIR (EX-OFF)/PRES MED STAFF | $0 | $386,260 | $0 | $308,785 | $0 | $30,516 | $0 | $33,000 | $0 | $36,926 | $0 | $795,487 | $0 | $0 |
| TABB MD KEVIN | ||||||||||||||
| DIRECTOR (EX-OFF), CEO | $0 | $1,184,747 | $0 | $552,000 | $0 | $20,206 | $0 | $93,674 | $0 | $50,030 | $0 | $1,900,657 | $0 | $0 |
| KATZ JAMIE | ||||||||||||||
| CLERK | $0 | $415,671 | $0 | $111,276 | $0 | $33,516 | $0 | $17,792 | $0 | $26,216 | $0 | $604,471 | $0 | $0 |
| RADZEVICH JASON | ||||||||||||||
| VP FIN., CFO, ASST. TREASURER | $259,729 | $64,932 | $53,622 | $13,406 | $1,182 | $295 | $24,469 | $6,117 | $27,086 | $6,772 | $366,088 | $91,522 | $0 | $0 |
| BROWNING MD THOMAS | ||||||||||||||
| CHIEF OF MEDICINE | $130,247 | $130,247 | $0 | $0 | $3,062 | $3,062 | $13,525 | $13,525 | $12,284 | $12,284 | $159,118 | $159,118 | $0 | $0 |
| CHAPIN MARY | ||||||||||||||
| VP AMB. SVCS & PROC IMPRVMNT. | $0 | $238,672 | $0 | $49,613 | $0 | $2,078 | $0 | $0 | $0 | $33,284 | $0 | $323,647 | $0 | $0 |
| DOHERTY RN DONNA | ||||||||||||||
| CNO, VP PATIENT CARE SERVICES | $0 | $264,424 | $0 | $54,219 | $0 | $19,871 | $0 | $10,953 | $0 | $30,517 | $0 | $379,984 | $0 | $0 |
| RUTHERFORD RON | ||||||||||||||
| VP & CIO | $187,162 | $46,790 | $38,494 | $9,624 | $37,430 | $9,358 | $8,842 | $2,210 | $24,485 | $6,121 | $296,413 | $74,103 | $0 | $0 |
| FOUNTAIN RAMSEY E | ||||||||||||||
| PHYSICIAN ASSOCIATE | $265,203 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $24,895 | $0 | $290,098 | $0 | $0 | $0 |
| GORSUCH BRIAN W | ||||||||||||||
| CHIEF PHYSICIAN ASSOCIATE | $291,641 | $0 | $0 | $0 | $11,116 | $0 | $10,587 | $0 | $32,168 | $0 | $345,512 | $0 | $0 | $0 |
| HOLLERAN ANDREA | ||||||||||||||
| VICE PRESIDENT | $0 | $215,789 | $0 | $44,996 | $0 | $15,766 | $0 | $8,129 | $0 | $33,189 | $0 | $317,869 | $0 | $0 |
| KING QUINCY | ||||||||||||||
| PHYSICIAN ASSISTANT | $226,408 | $0 | $0 | $0 | $0 | $0 | $1,555 | $0 | $0 | $0 | $227,963 | $0 | $0 | $0 |
| OUTHOUSE CYNTHIA | ||||||||||||||
| VICE PRESIDENT - PHILANTHROPY | $146,214 | $36,554 | $22,428 | $5,607 | $15,310 | $3,827 | $6,758 | $1,690 | $24,062 | $6,016 | $214,772 | $53,694 | $0 | $0 |
| HOLDEN PETER J | ||||||||||||||
| FORMER PRESIDENT & CEO | $0 | $0 | $0 | $0 | $0 | $541,527 | $0 | $0 | $0 | $0 | $0 | $541,527 | $0 | $0 |
| BARBOSA LISA BERRY | ||||||||||||||
| FORMER VP, HR | $191,456 | $21,273 | $0 | $0 | $62,493 | $6,944 | $19,454 | $2,162 | $26,886 | $2,987 | $300,289 | $33,366 | $0 | $0 |
| CONNOLLY MD JOHN | ||||||||||||||
| FOR. VP MED MGMT/CHR ANES. DPT | $0 | $128,404 | $0 | $12,389 | $0 | $1,750 | $0 | $13,028 | $0 | $11,498 | $0 | $167,069 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 DETAIL. IN ADDITION, AS NOTED THROUGHOUT THIS FILING, JORDAN HEALTH SYSTEMS INC. IS AN AFFILIATE OF BID-PLYMOUTH AND ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED. DURING THE 2018 CALENDAR YEAR, JORDAN HEALTH SYSTEMS, INC. (JHSI) MAINTAINED AN IRC SECTION 457(B) PLAN PURSUANT TO WHICH ELIGIBLE EMPLOYEES COULD DEFER PART OF THEIR COMPENSATION. THIS PLAN WAS STRICTLY EMPLOYEE FUNDED WITH NO EMPLOYER DEFERRALS. UNDER THE DEFINITIONS TO THIS FORM 990, THIS PLAN IS CONSIDERED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. AMOUNTS DEFERRED ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. DURING THAT SAME PERIOD, BID-PLYMOUTH AND JORDAN HEALTH SYSTEMS, INC. (JHSI) MAINTAINED TWO IRC SECTION 457(F) PLANS. THESE PLANS WERE STRICTLY EMPLOYER FUNDED WITH NO EMPLOYEE DEFERRALS. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE CONSIDERED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. EMPLOYER CONTRIBUTIONS TO EMPLOYEES WHICH ARE NOT VESTED ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. DISTRIBUTIONS FROM THESE PLANS AND/OR VESTED CONTRIBUTIONS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II COLUMN B(III), OTHER REPORTABLE COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. IN ADDITION, AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER IS A CLOSE AFFILIATE OF BID-PLYMOUTH AND JHSI. DURING THE 2018 CALENDAR YEAR, THE MEDICAL CENTER WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM AND THE BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN. PURSUANT TO THESE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS AND/OR CAN DEFER PART OF THEIR COMPENSATION. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE CONSIDERED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. AMOUNTS DEFERRED BY PARTICIPANTS OR RECEIVED BY PARTICIPANTS AND RELATED TO THESE PLANS 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. |
| PART I, LINE 7 | BID-PLYMOUTH'S AND JHSI'S EXECUTIVE COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING BID-PLYMOUTH'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BID-PLYMOUTH'S CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. FOR THE 2018 CALENDAR COMPENSATION REPORTED IN THIS FILING, THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE WASS REVIEWED AND APPROVED BY THE BID-PLYMOUTH EXECUTIVE COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, WAS FULLY STAFFED BY INDEPENDENT MEMBERS. |
| SCHEDULE J 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 THE 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/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS/TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES. BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH, BETH ISRAEL DEACONESS HOSPITAL-MILTON, BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM, BETH ISRAEL DEACONESS MEDICAL CENTER, JORDAN PHYSICIAN ASSOCIATES, JORDAN HEALTH SYSTEMS INC, ASSOCIATED PHYSICIANS OF HARVARD MEDICAL PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS 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 BID-PLYMOUTH, BID-MILTON, BID-NEEDHAM, BIDMC, JPA, JHSI, APHMFP AND BIDHC RESPECTIVELY. EACH OF THESE ENTITIES IS AN AFFILIATE OF THE FILING ORGANIZATION AND IS ALSO AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. FINALLY, THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL MAY BE REFERRED TO AS PFHC, HMS OR PFHC/HMS. BABINI, MICHAEL TRUSTEE BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH TRUSTEE JORDAN HEALTH SYSTEMS, INC. BAZZINOTTI, LYLE LAWRENCE CHAIR, DIRECTOR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH CHAIR, DIRECTOR JORDAN HEALTH SYSTEMS, INC. CHAIR, TRUSTEE JORDAN PHYSICIAN AFFILIATES DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER CARNUCCIO, JOHN DIRECTOR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR JORDAN HEALTH SYSTEMS, INC. COUGHLIN, KEVIN DIRECTOR (EX-OFFICIO) AND PRESIDENT BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR (EX-OFFICIO) AND PRESIDENT JORDAN HEALTH SYSTEM, INC. PRESIDENT, TRUSTEE JORDAN PHYSICIAN AFFILIATES FOR THE 2018 CALENDAR YEAR, MR. COUGHLIN PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY BETH ISRAEL DEACONESS MEDICAL CENTERTHE COMPENSATION IS ATTRIBUTABLE TO HIS SERVICES PERFORMED AT BID-PLYMOUTH AND JPA HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 349,586 INCENTIVE COMPENSATION: 94,542 OTHER REPORTABLE COMPENSATION: 29,716 DEFERRED COMPENSATION: 15,918 NON-TAXABLE BENEFITS: 33,563 PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 87,397 INCENTIVE COMPENSATION: 23,636 OTHER REPORTABLE COMPENSATION: 7,429 DEFERRED COMPENSATION: 3,980 NON-TAXABLE BENEFITS: 8,391 OTHER REPORTABLE AND DEFERRED COMPENSATION REPORTED FOR MR. COUGHLIN INCLUDES PAYMENTS TO NONQUALIFIED RETIREMENT PLANS AND A CHANGE IN THE VALUE OF THOSE PLANS TOTALING $18,178. OF THIS AMOUNT, $3,387 IS UNVESTED. FISCHER, STEVEN EFFECTIVE MARCH 1, 2019 MR. FISCHER HELD THE FOLLOWING POSITIONS: EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. TREASURER BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR AND TREASURER BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY, INC. TREASURER (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER BETH ISRAEL DEACONESS HOSPITAL MILTON TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO, CEO DESIGNATE) AND TREASURER (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH TRUSTEE (EX-OFFICIO) AND TREASURER BETH ISRAEL DEACONESS MILTON PHYSICIANS ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION TREASURER (EX-OFFICIO) MOUNT AUBURN HOSPITAL TREASURER (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE AND TREASURER COMMUNITY PHYSICIANS ASSOCIATES TRUSTEE AND TREASURER JORDAN PHYSICIAN ASSOCIATES DIRECTOR AND TREASURER JORDAN HEALTH SYSTEMS, INC. TREASURER (EX-OFFICIO) ANNA JACQUES HOSPITAL TREASURER (EX-OFFICIO) SEACOAST AFFILIATED GROUP PRACTICE TRUSTEE AND TREASURER LAHEY HEALTH SHARED SERVICES, INC. TREASURER (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. F/K/A LAHEY PHYSICIAN COMMUNITY ORGANIZATION I, INC. TREASURER (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND TREASURER NORTHEAST HEALTH SYSTEM, INC. TREASURER NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND TREASURER NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER SEACOAST NURSING & REHABILITATION CENTER, INC. TRUSTEE (EX-OFFICIO) AND TREASURER WINCHESTER HOSPITAL FOUNDATION, INC. TREASURER WINCHESTER HEALTHCARE MANAGEMENT, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC, INC. TREASURER (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TREASURER (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND TREASURER NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO) AND TREASURER NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND TREASURER CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND TREASURER HEALTH & EDUCATION HOUSING SERVICES, INC. TREASURER (EX-OFFICIO) WINCHESTER HOSPITAL ASSISTANT TREASURER MEDICAL CARE OF BOSTON MANAGEMENT CORP A/K/A AFFILIATED PHYSICIANS GROUP TREASURER LEDGEWOOD HEALTH CARE CORP. MR. FISCHER HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: ASSISTANT TREASURER BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR AND TREASURER BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY, INC. DIRECTOR BETH ISRAEL DEACONESS HOSPITAL MILTON DIRECTOR MILTON HOSPITAL FOUNDATION DIRECTOR COMMUNITY PHYSICIANS ASSOCIATES DIRECTOR BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH DIRECTOR JORDAN PHYSICIAN ASSOCIATES DIRECTOR JORDAN HEALTH SYSTEMS, INC. AS NOTED IN THIS FILING, AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 COMPENSATION. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 565,046 INCENTIVE COMPENSATION: 151,691 OTHER REPORTABLE COMPENSATION: 53,474 DEFERRED COMPENSATION: 18,750 NON-TAXABLE BENEFITS: 57,012 OTHER REPORTABLE COMPENSATION FOR MR. FISCHER INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $47,015. FOSDICK, KENNETH DIRECTOR AND VICE CHAIR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR AND VICE CHAIR JORDAN HEALTH SYSTEMS, INC. DIRECTOR MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP |
| SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) | GAGNON, WILLIAM P. DIRECTOR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR JORDAN HEALTH SYSTEMS, INC. HEWITT, CHARLES DIRECTOR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR JORDAN HEALTH SYSTEMS, INC. HINKLEY, CLARK DIRECTOR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR JORDAN HEALTH SYSTEMS, INC. TRUSTEE JORDAN PHYSICIAN ASSOCIATES DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER KATZ, J.D., JAMIE EFFECTIVE MARCH 1, 2019, MR. KATZ HELD THE FOLLOWING POSITIONS: GENERAL COUNSEL AND CLERK (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR AND CLERK BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY, INC. CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM CLERK (EX-OFFICIO) MOUNT AUBURN HOSPITAL CLERK (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL MILTON CLERK COMMUNITY PHYSICIANS ASSOCIATION, INC. CLERK BETH ISRAEL DEACONESS MILTON PHYSICIAN ASSOCIATES F/K/A MILTON HOSPITAL FOUNDATION CLERK (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH CLERK (EX-OFFICIO) JORDAN PHYSICIANS ASSOCIATES, INC. CLERK JORDAN HEALTH SYSTEMS CLERK (EX-OFFICIO) ANNA JACQUES HOSPITAL CLERK (EX-OFFICIO) SEACOAST AFFILIATED GROUP PRACTICE TRUSTEE AND CLERK LAHEY HEALTH SHARED SERVICES, INC. TRUSTEE, CHAIR, PRESIDENT AND CLERK BETH ISRAEL LAHEY HEALTH PRIMARY CARE, INC. CLERK (EX-OFFICIO) ADDISON GILBERT SOCIETY, INC. TRUSTEE (EX-OFFICIO) AND CLERK NORTHEAST HEALTH SYSTEM, INC. CLERK NORTHEAST PROFESSIONAL REGISTRY OF NURSES TRUSTEE (EX-OFFICIO) AND CLERK NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND CLERK SEACOAST NURSING & REHABILITATION CENTER, INC. CLERK (EX-OFFICIO) WINCHESTER HOSPITAL FOUNDATION, INC. CLERK WINCHESTER HEALTHCARE MANAGEMENT, INC. CLERK (EX-OFFICIO) LAHEY CLINIC FOUNDATION, INC. CLERK (EX-OFFICIO) LAHEY CLINIC, INC. CLERK (EX-OFFICIO) LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER CLERK (EX-OFFICIO) NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND CLERK NORTHEAST MEDICAL PRACTICE, INC. TRUSTEE (EX-OFFICIO) AND CLERK NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE AND CLERK CAB HEALTH & RECOVERY SERVICES, INC. TRUSTEE AND CLERK HEALTH & EDUCATION HOUSING SERVICES, INC. CLERK (EX-OFFICIO) WINCHESTER HOSPITAL MR. KATZ HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: SENIOR VICE PRESIDENT AND GENERAL COUNSEL BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR AND CLERK BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY, INC. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 415,671 INCENTIVE COMPENSATION: 111,276 OTHER REPORTABLE COMPENSATION: 33,516 DEFERRED COMPENSATION: 17,792 NON-TAXABLE BENEFITS: 26,216 OTHER REPORTABLE COMPENSATION FOR MR. KATZ INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $30,123. 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. LONIS-SCHEUB, M.D., KIMBERLY DIRECTOR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR JORDAN HEALTH SYSTEMS, INC. EMERGENCY MEDICINE PHYSICIAN BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH COMPENSATION REPORTED BY BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH FOR THE 2018 CALENDAR YEAR REPRESENTS PAYMENTS MADE TO DR. LONIS-SCHEUB BY APHMFP RELATED TO HER POSITION AS AN EMERGENCY MEDICINE PHYSICIAN AT BID-PLYMOUTH. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 309,273 INCENTIVE COMPENSATION: 28,127 OTHER REPORTABLE COMPENSATION: 5,998 DEFERRED COMPENSATION: 33,000 NON-TAXABLE BENEFITS: 32,124 PRIMAVERA, DENNIS DIRECTOR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR JORDAN HEALTH SYSTEMS, INC. SMALL, KEELAS DIRECTOR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR JORDAN HEALTH SYSTEMS, INC. STUHLFAUT, M.D., JOSHUA DIRECTOR (EX-OFFICIO), PRESIDENT OF THE MEDICAL STAFF BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH DIRECTOR (EX-OFFICIO), PRESIDENT OF THE MEDICAL STAFF JORDAN HEALTH SYSTEMS, INC. RADIOLOGIST BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH DR. STUHFAUT'S POSITION AS TRUSTEE EX-OFFICIO AND PRESIDENT OF THE MEDICAL STAFF ENDED ON SEPTEMBER 17, 2019. COMPENSATION REPORTED BY BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH FOR THE 2018 CALENDAR YEAR REPRESENTS PAYMENTS MADE TO DR. STUHLFAUT BY APHMFP RELATED TO HIS POSITION AS THE PRESIDENT OF THE MEDICAL STAFF AND A RADIOLOGIST. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 386,260 INCENTIVE COMPENSATION: 308,785 OTHER REPORTABLE COMPENSATION: 33,793 DEFERRED COMPENSATION: 33,000 NON-TAXABLE BENEFITS: 36,926 |
| SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) | TABB, M.D., KEVIN EFFECTIVE MARCH 1, 2019 DR. TABB HELD THE FOLLOWING POSITIONS: PRESIDENT, CHIEF EXECUTIVE OFFICER, AND TRUSTEE (EX-OFFICIO) BETH ISRAEL LAHEY HEALTH, INC. DIRECTOR AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER, INC. TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER LAHEY CLINIC HOSPITAL, INC. D/B/A LAHEY HOSPITAL AND MEDICAL CENTER TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER LAHEY CLINIC, INC. TRUSTEE, PRESIDENT, AND CHIEF EXECUTIVE OFFICER LAHEY HEALTH SHARED SERVICES, INC. DIRECTOR AND PRESIDENT BIDMC PHARMACY, INC. TRUSTEE (EX-OFFICIO), CHAIRMAN, AND PRESIDENT NORTHEAST HEALTH SYSTEM, INC. TRUSTEE (EX-OFFICIO), PRESIDENT, CHAIRMAN AND CHIEF EXECUTIVE OFFICER NORTHEAST SENIOR HEALTH CORPORATION TRUSTEE (EX-OFFICIO), CHAIRMAN AND PRESIDENT SEACOAST NURSING & REHABILITATION CENTER, INC. TRUSTEE (EX-OFFICIO) AND PRESIDENT WINCHESTER HOSPITAL FOUNDATION, INC. CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER WINCHESTER HEALTHCARE MANAGEMENT, INC. TRUSTEE (EX-OFFICIO), CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER LAHEY CLINIC FOUNDATION, INC. CHIEF EXECUTIVE OFFICER NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER NORTHEAST BEHAVIORAL HEALTH CORPORATION TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER CAB HEALTH & RECOVERY SERVICES, INC. CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL MILTON CHIEF EXECUTIVE OFFICER MILTON HOSPITAL FOUNDATION CHIEF EXECUTIVE OFFICER COMMUNITY PHYSICIANS ASSOCIATION CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL NEEDHAM CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH CHIEF EXECUTIVE OFFICER MOUNT AUBURN HOSPITAL CHIEF EXECUTIVE OFFICER NEW ENGLAND BAPTIST HOSPITAL CHIEF EXECUTIVE OFFICER JORDAN HEALTH SYSTEMS, INC. CHIEF EXECUTIVE OFFICER JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER HEALTH & EDUCATION HOUSING SERVICES, INC. PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL IN ADDITION TO THE POSITIONS NOTED ABOVE, EFFECTIVE MARCH 1, 2019 DR. TABB HELD THE FOLLOWING POSITIONS FOR WHICH HE WAS ENTITLED TO AND DID APPOINT A DESIGNATE: TRUSTEE (EX-OFFICIO NORTHEAST HOSPITAL CORPORATION TRUSTEE (EX-OFFICIO BETH ISRAEL DEACONESS HOSPITAL MILTON, BETH ISRAEL DEACONESS MILTON PHYSICIAN ASSOCIATES AND COMMUNITY PHYSICIANS ASSOCIATION TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL NEEDHAM TRUSTEE (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, JORDAN HEALTH SYSTEMS, INC AND JORDAN PHYSICIAN ASSOCIATES, INC. TRUSTEE (EX-OFFICIO) MOUNT AUBURN HOSPITAL TRUSTEE (EX-OFFICIO) NEW ENGLAND BAPTIST HOSPITAL TRUSTEE (EX-OFFICIO) WINCHESTER HOSPITAL TRUSTEE (EX-OFFICIO) ANNA JACQUES HOSPITAL, INC. TRUSTEE (EX-OFFICIO) SEACOAST AFFILIATED GROUP PRACTICES, INC. DR. TABB HELD THE FOLLOWING POSITIONS FROM OCTOBER 1, 2018 UNTIL MARCH 1, 2019: DIRECTOR AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR (EX-OFFICIO) HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR BETH ISRAEL DEACONESS HOSPITAL MILTON DIRECTOR MILTON HOSPITAL FOUNDATION DIRECTOR COMMUNITY PHYSICIANS ASSOCIATES DIRECTOR JORDAN HEALTH SYSTEMS, INC. DIRECTOR JORDAN PHYSICIAN ASSOCIATES, INC. DIRECTOR BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH DIRECTOR AND PRESIDENT BIDMC PHARMACY, INC. TRUSTEE (EX-OFFICIO) AND CO-CHAIR CARL J. SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD MEDICAL SCHOOL & BETH ISRAEL DEACONESS MEDICAL CENTER, INC. PROFESSOR OF MEDICINE HARVARD MEDICAL SCHOOL AS NOTED IN THIS FILING, AND AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2019 IS CALENDAR YEAR 2018 COMPENSATION. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 1,184,748 INCENTIVE COMPENSATION: 552,000 OTHER REPORTABLE COMPENSATION: 20,206 DEFERRED COMPENSATION: 93,674 NON-TAXABLE BENEFITS: 50,030 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES $94,326 COMBINED PAYMENTS TO NONQUALIFIED RETIREMENT PLANS PLUS THE INCREASE/DECREASE IN VALUE OF THOSE ACCOUNTS DURING THE 2018 CALENDAR YEAR. OF THIS AMOUNT, $80,324 WAS UNVESTED AT SEPTEMBER 30, 2019. AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH FOR THE 2018 CALENDAR YEAR INCLUDES $ PAID TO DR. TREHU BY RADIOLOGY ASSOCIATES OF PLYMOUTH FOR ADMINISTRATIVE AND MEDICAL SERVICES RELATED TO DR. TREHU'S POSITION AS CHIEF OF THE DEPARTMENT OF RADIOLOGY. COMPENSATION FROM APHMFP RELATED TO DR. TREHU'S SERVICES TO BID-PLYMOUTH IS ALSO REPORTED HERE. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: INCENTIVE COMPENSATION: OTHER REPORTABLE COMPENSATION: DEFERRED COMPENSATION: NON-TAXABLE BENEFITS: RADZEVICH, JASON VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER, INTERIM VICE PRESIDENT OF HUMAN RESOURCES BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER, INTERIM VICE PRESIDENT OF HUMAN RESOURCES JORDAN HEALTH SYSTEMS, INC. VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER, INTERIM VICE PRESIDENT OF HUMAN RESOURCES JORDAN PHYSICIAN ASSOCIATES DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, MR. RADZEVICH PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY FORM 990, ALTHOUGH MR. RADZEVICH IS PAID DIRECTLY BY JHSI, HIS COMPENSATION IS ATTRIBUTABLE TO HIS SERVICES PERFORMED AT BID-PLYMOUTH AND JPA AND HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 259,729 INCENTIVE COMPENSATION: 53,622 OTHER REPORTABLE COMPENSATION: 1,182 DEFERRED COMPENSATION: 24,469 NON-TAXABLE BENEFITS: 27,086 PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 64,932 INCENTIVE COMPENSATION: 13,406 OTHER REPORTABLE COMPENSATION: 295 DEFERRED COMPENSATION: 6,117 NON-TAXABLE BENEFITS: 6,772 OTHER REPORTABLE AND DEFERRED COMPENSATION REPORTED FOR MR. RADZEVICH INCLUDES PAYMENTS PURSUANT TO A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT $19,860 WHICH WAS NOT VESTED AT SEPTEMBER 30, 2019. BROWNING, M.D., THOMAS CHIEF OF MEDICINE BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH CHIEF OF MEDICINE JORDAN PHYSICIAN ASSOCIATES DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, DR. BROWNING PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY APHMFP. DR. BROWNING'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 130,247 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,062 DEFERRED COMPENSATION: 13,525 NON-TAXABLE BENEFITS: 12,284 PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 130,247 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 3,062 DEFERRED COMPENSATION: 13,525 NON-TAXABLE BENEFITS: 12,284 CHAPIN, RN, MS, MARY VICE PRESIDENT OF AMBULATORY SERVICES BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH VICE PRESIDENT OF AMBULATORY SERVICES JORDAN HEALTH SYSTEM, INC. TRUSTEE AND VICE PRESIDENT OF AMBULATORY SERVICES JORDAN PHYSICIAN ASSOCIATES PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 238,672 INCENTIVE COMPENSATION: 49,613 OTHER REPORTABLE COMPENSATION: 2,078 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 33,284 DOHERTY, R.N., DONNA CHIEF NURSING OFFICER AND VICE PRESIDENT, PATIENT CARE SERVICES BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, MS. DOHERTY PERFORMED SERVICES FOR BID-PLYMOUTH AND WAS COMPENSATED BY JHSI. ALTHOUGH MS. DOHERTY IS PAID DIRECTLY BY JHSI, THE COMPENSATION IS ATTRIBUTABLE TO HER SERVICES PERFORMED AT BID-PLYMOUTH AND HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 264,424 INCENTIVE COMPENSATION: 54,219 OTHER REPORTABLE COMPENSATION: 19,871 DEFERRED COMPENSATION: 10,953 NON-TAXABLE BENEFITS: 30,517 OTHER REPORTABLE COMPENSATION INCLUDES A DISTRIBUTION FROM A NON-QUALIFIED 457(F) PLAN IN THE AMOUNT OF $16,065. |
| SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) | RUTHERFORD, RON VICE PRESIDENT AND CHIEF INFORMATION OFFICER BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH CHIEF INFORMATION OFFICER JORDAN HEALTH SYSTEMS, INC. CHIEF INFORMATION OFFICER JORDAN PHYSICIAN ASSOCIATES DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, MR. RUTHERFORD PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. THE PORTION OF MR. RUTHERFORD'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 187,162 INCENTIVE COMPENSATION: 38,494 OTHER REPORTABLE COMPENSATION: 37,430 DEFERRED COMPENSATION: 8,842 NON-TAXABLE BENEFITS: 24,485 PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 46,790 INCENTIVE COMPENSATION: 9,624 OTHER REPORTABLE COMPENSATION: 9,358 DEFERRED COMPENSATION: 2,210 NON-TAXABLE BENEFITS: 6,121 OTHER REPORTABLE AND DEFERRED COMPENSATION REPORTED FOR MR. RUTHERFORD INCLUDES PAYMENTS PURSUANT TO A NONQUALIFIED RETIREMENT PLAN AND A CHANGE IN THE ACCOUNT'S VALUE OF $44,165. GORSUCH, PHD., W. BRIAN CHIEF PHYSICIAN ASSISTANT BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 291,641 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 11,116 DEFERRED COMPENSATION: 10,587 NON-TAXABLE BENEFITS: 32,168 BERRY-BARBOSA, LISA FORMER VICE PRESIDENT, HUMAN RESOURCES BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH FORMER VICE PRESIDENT, HUMAN RESOURCES JORDAN HEALTH SYSTEMS, INC. FORMER VICE PRESIDENT, HUMAN RESOURCES JORDAN PHYSICIAN ASSOCIATES AS NOTED BELOW, FOR A PORTION OF THE 2018 CALENDAR YEAR, MS. BERRY-BARBOSA PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. ALTHOUGH MS. BERRY-BARBOSA WAS PAID DIRECTLY BY JHSI, HER COMPENSATION WAS ATTRIBUTABLE TO HER SERVICES PERFORMED AT BID-PLYMOUTH AND JPA AND HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 191,456 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 62,493 DEFERRED COMPENSATION: 19,454 NON-TAXABLE BENEFITS: 26,886 PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 21,273 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,944 DEFERRED COMPENSATION: 2,162 NON-TAXABLE BENEFITS: 2,987 MS. BERRY-BARBOSA SERVED IN THESE ROLES THROUGH SEPTEMBER 18, 2018 AT WHICH TIME SHE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS. SEVERANCE PAID IN THE AMOUNT OF $$67,956 IS REPORTED IN OTHER REPORTABLE COMPENSATION. AS REQUIRED BY THIS FORM 990, SEVERANCE PAID TO MS. BERRY-BARBOSA AFTER DECEMBER 31, 2018 IN THE AMOUNT OF $148,344 HAS BEEN REPORTED AS DEFERRED COMPENSATION. THIS AMOUNT WILL BE REPORTED AGAIN AS OTHER REPORTABLE COMPENSATION IN THE FORM 990 FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2019. IN ADDITION, OTHER REOPRABLE COMPENSATION REPORTED FOR MS. BERRY BARBOSA INCLUDES A 457(F) PLAN DISTRIBUTION OF $37,155. HOLLERAN, ANDREA VICE PRESIDENT STRATEGIC PLANNING, EXTERNAL AFFAIRS BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, MS. HOLLERAN PERFORMED SERVICES FOR BID-PLYMOUTH AND WAS COMPENSATED BY JHSI, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 215,789 INCENTIVE COMPENSATION: 44,996 OTHER REPORTABLE COMPENSATION: 15,766 DEFERRED COMPENSATION: 8,129 NON-TAXABLE BENEFITS: 33,189 OTHER REPORTABLE COMPENSATION INCLUDES A CONTRIBUTION TO AND DISTRIBUTION FROM A NON-QUALIFIED PLANS TOTALING $13,332. FOUNTAIN, M.D., RAMSEY E. PEDIATRICIAN BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 265,203 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 24,895 OUTHOUSE, CYNTHIA VICE PRESIDENT OF PHILANTHROPY JORDAN HEALTH SYSTEMS, INC. VICE PRESIDENT OF PHILANTHROPY BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH MS. OUTHOUSE RETIRED FROM THE ABOVE NAMED POSITIONS ON DECEMBER 31, 2018. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, MS. OUTHOUSE PERFORMS SERVICES FOR BID-PLYMOUTH AND JHSI AND WAS COMPENSATED BY JHSI. THE PORTION OF MS. OUTHOUSE'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JHSI: BASE COMPENSATION: 36,554 INCENTIVE COMPENSATION: 5,607 OTHER REPORTABLE COMPENSATION: 3,827 DEFERRED COMPENSATION: 1,690 NON-TAXABLE BENEFITS: 6,016 PAYMENTS REPORTED BY BID PLYMOUTH: BASE COMPENSATION: 146,214 INCENTIVE COMPENSATION: 22,428 OTHER REPORTABLE COMPENSATION: 15,310 DEFERRED COMPENSATION: 6,758 NON-TAXABLE BENEFITS: 24,062 OTHER REPORTABLE COMPENSATION FOR MS. OUTHOUSE INCLUDES A DISTRIBUTION FROM A 457(F) PLAN IN THE AMOUNT OF $11,214. KING, QUINCY PHYSICIAN ASSISTANT BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 226,408 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 1,555 NON-TAXABLE BENEFITS: 0 BARNES, JARED ASSISTANT GENERAL COUNSEL BETH ISRAEL LAHEY HEALTH (EFFECTIVE MARCH 1, 2019) ASSISTANT LEGAL COUNSEL, BETH ISRAEL DEACONESS MEDICAL CENTER (THROUGH MARCH 1, 2019) ASSISTANT CLERK JORDAN HEALTH SYSTEMS, INC. ASSISTANT CLERK BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH ASSISTANT CLERK JORDAN PHYSICIAN ASSOCIATES FAIRFIELD, SCOTT DIRECTOR (EX-OFFICIO) JORDAN HEALTH SYSTEMS, INC. DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR (EX-OFFICIO) JORDAN PHYSICIAN ASSOCIATES KELLY, DAVID DIRECTOR JORDAN HEALTH SYSTEMS, INC. DIRECTOR BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR JORDAN PHYSICIAN ASSOCIATES DR. KELLY'S TERM ON THE BID-PLYMOUTH'S BOARD BEGAN ON OCTOBER 1, 2018. KAPELL, JEFF DIRECTOR JORDAN HEALTH SYSTEMS, INC. DIRECTOR BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR JORDAN PHYSICIAN ASSOCIATES DR. KAPELL'S TERM ON THE BID-PLYMOUTH'S BOARD BEGAN ON MAY 31, 2019. HOROWITZ-WILLIS, NATE DIRECTOR JORDAN HEALTH SYSTEMS, INC. DIRECTOR BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR JORDAN PHYSICIAN ASSOCIATES DR. HOROWITZ-WILLIS' TERM ON THE BID-PLYMOUTH'S BOARD BEGAN ON MAY 31, 2019. HOLDEN, PETER FORMER PRESIDENT AND CHIEF EXECUTIVE OFFICER BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH FORMER PRESIDENT AND CHIEF EXECUTIVE OFFICER JORDAN HEALTH SYSTEMS, INC FORMER PRESIDENT AND CHIEF EXECUTIVE OFFICER JORDAN PHYSICIAN ASSOCIATES, INC. PAYMENTS REPORTED BY JORDAN HEALTH SYSTEMS, INC: BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 541,527 DEFERRED COMPENSATION: 0 CONNOLLY, M.D., JOHN FORMER VICE PRESIDENT, MEDICAL MANAGEMENT, CHIEF OF ANESTHESIA BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH FORMER VICE PRESIDENT, MEDICAL MANAGEMENT, CHIEF OF ANESTHESIA JORDAN HEALTH SYSTEM, INC. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2018 CALENDAR YEAR, MR. CONOLLY PERFORMED SERVICES FOR BID-PLYMOUTH AND WAS COMPENSATED BY APHMFP. ALTHOUGH MR. CONNOLLY IS PAID DIRECTLY BY APHMFP, THE COMPENSATION IS ATTRIBUTABLE TO HIS SERVICES PERFORMED AT BID-PLYMOUTH AND HAS BEEN REPORTED ON FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 128,404 INCENTIVE COMPENSATION: 12,389 OTHER REPORTABLE COMPENSATION: 1,750 DEFERRED COMPENSATION: 13,028 NON-TAXABLE BENEFITS: 11,498 |
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 | 2019-07-31 | $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 2011F-1 F-2 F-3 | ||||||||
| D | 043431814 | NONEXXXXX | 2011-09-05 | $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 | Yes (1) | 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 L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR #32 | |||
| SUBSTANTIAL CONTRIBUTOR | $19,236,197 | HEALTH INS | 0 |
| SUBSTANTIAL CONTRIBUTOR #33 | |||
| SUBSTANTIAL CONTRIBUTOR | $539,254 | RENT | 0 |
| SUBSTANTIAL CONTRIBUTOR #34 | |||
| SUBSTANTIAL CONTRIBUTOR | $206,637 | BLDG MAINT | 0 |
| SUBSTANTIAL CONTRIBUTOR #40 | |||
| SUBSTANTIAL CONTRIBUTOR | $100,445 | LEGAL | 0 |
| SUBSTANTIAL CONTRIBUTOR #44 | |||
| SUBSTANTIAL CONTRIBUTOR | $186,118 | BANK FEES | 0 |
| TIMOTHY NORRIS | |||
| FAMILY MEMBER OF DENISE NORRIS | $44,137 | SERVICES | 0 |
| GORDON NORRIS | |||
| FAMILY MEMBER OF DENISE NORRIS | $29,825 | SERVICES | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV | FormAndLineReferenceDesc |
| Explanation | DENISE NORRIS, SECRETARY AT BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH (BID-PLYMOUTH), IS THE MOTHER OF TIMOTHY NORRIS WHO IS AN EMPLOYEE AT BID-PLYMOUTH. HIS SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2018 INCLUDE:BASE COMPENSATION: $35,496INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $1,072DEFERRED COMPENSATION: $1,014NON-TAXABLE BENEFITS: $6,555DENISE NORRIS, SECRETARY AT BID-PLYMOUTH, IS THE WIFE OF GORDON NORRIS WHO IS AN EMPLOYEE AT BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH. HIS SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2018 INCLUDE:BASE COMPENSATION: $29,825INCENTIVE COMPENSATION: $0OTHER REPORTABLE COMPENSATION: $0DEFERRED COMPENSATION: $0NON-TAXABLE BENEFITS: $0VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF BID-PLYMOUTH MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO BID-PLYMOUTH. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. BID-PLYMOUTH MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, BID-PLYMOUTH MAY REIMBURSE ITS OFFICERS, DIRECTORS/TRUSTEES AND/OR KEY EMPLOYEES FOR EXPENSES THEY INCURRED AND WHICH ARE PROPERLY ORDINARY AND NECESSARY BUSINESS EXPENSES OF THE REPORTING ENTITY. THE POLICIES AND PROCEDURES REQUIRED BY THE ACCOUNTABLE BUSINESS PLAN MUST BE FOLLOWED IN ORDER TO RECEIVE REIMBURSEMENT FOR SUCH EXPENSES AND IT IS POSSIBLE THAT ONE OR MORE INDIVIDUALS RECEIVED NON-TAXABLE REIMBURSEMENTS WHICH TOTALED $10,000 OR MORE DURING THE FISCAL PERIOD COVERED BY THIS FILING. ALL OF THE ABOVE TRANSACTIONS WERE NEGOTIATED AT ARMS-LENGTH AND IN ACCORDANCE WITH THE BID-PLYMOUTH CONFLICT OF INTEREST POLICIES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,133 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET QUOTE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENTS COST | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,281 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | REPLACEMENTS COST | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | CLOTHES AND ACCESSORIES | 21 | $12,570 | REPLACEMENTS COST |
| Yes (X) | HH FURNISHINGS | 11 | $5,184 | REPLACEMENTS COST |
| Yes (X) | SPORTING GOODS | 1 | $2,754 | REPLACEMENTS COST |
| Yes (X) | TOYS AND BOOKS | 3 | $1,106 | REPLACEMENTS COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I & PART III, LINE 1 | DESCRIPTION OF ORGANIZATION'S MISSION THE MISSION OF THE BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH, INC. (BID-PLYMOUTH OR HOSPITAL) IS TO IMPROVE THE HEALTH AND WELL-BEING OF ITS PATIENTS AND COMMUNITY BY PROVIDING A FULL CONTINUUM OF HEALTHCARE SERVICES WITH EXCELLENCE AND COMPASSION AS WELL AS ACCESS TO TERTIARY CARE IN CLOSE COLLABORATION WITH BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), REGARDLESS OF THE PATIENT'S ABILITY TO PAY, RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. SERVING THE GREATER PLYMOUTH REGION, BID-PLYMOUTH AND ITS AFFILIATES COLLABORATE WITH COMMUNITY LEADERS, PUBLIC AND PRIVATE AGENCIES AND BUSINESSES, TO PROVIDE HEALTH PROMOTION, HEALTH PROTECTION, AND PREVENTIVE SERVICES TO MEET THE BROAD RANGE OF THE COMMUNITY'S HEALTH AND WELLNESS NEEDS AS IDENTIFIED THROUGH COMMUNITY FEEDBACK AND FORMAL COMMUNITY NEEDS ASSESSMENTS. AS PART OF ITS MISSION TO SUPPORT COMMUNITY HEALTH, THE HOSPITAL IS COMMITTED TO ASSESSING ROOT CAUSES OF HEALTH DISPARITIES AND TO ASSISTING IN IMPROVING HEALTH CARE FOR THE DISADVANTAGED AND UNDERSERVED. BID-PLYMOUTH IS A 164-BED ACUTE CARE HOSPITAL SERVING MORE THAN 325,000 RESIDENTS IN PLYMOUTH AND BARNSTABLE COUNTIES, INCLUDING THE COMMUNITIES OF BOURNE, CARVER, DUXBURY, HALIFAX, KINGSTON, LAKEVILLE, PEMBROKE, PLYMPTON, PLYMOUTH, MARSHFIELD, MIDDLEBORO, SANDWICH AND WAREHAM. THE HOSPITAL IS THE REGION'S LEADING PROVIDER OF HIGH-QUALITY HEALTHCARE, PROVIDING COMPREHENSIVE HEALTHCARE RANGING FROM PRIMARY AND PREVENTIVE CARE TO SPECIALTY SERVICES. THROUGHOUT BID-PLYMOUTH, QUALITY IMPROVEMENT IS PARAMOUNT AND ENCOMPASSES BOTH CLINICAL OUTCOMES AND THE SERVICE COMPONENTS OF ALL INTERACTIONS WITH PATIENTS AND THEIR FAMILIES. BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), IS A NATIONALLY RECOGNIZED TERTIARY CARE ACADEMIC MEDICAL CENTER, IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL WAS THE SOLE MEMBER OF BID-PLYMOUTH FOR THE PERIOD COVERED BY THIS FILING. BIDMC IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND IS RECOGNIZED NATIONALLY FOR THE CLINICAL EXCELLENCE OF ITS FACULTY AND THE PATIENT CARE PROVIDED, AS WELL AS FOR THE MAGNITUDE AND BREADTH OF ITS RESEARCH AND FOR ITS COMMITMENT TO MEDICAL EDUCATION. MANY BID-PLYMOUTH PHYSICIANS ALSO HOLD APPOINTMENTS AT HARVARD OR OTHER MAJOR MEDICAL SCHOOLS AND ARE TIED CLOSELY WITH THEIR COLLEAGUES AT OTHER ACADEMIC MEDICAL CENTERS. 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). BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES. |
| FORM 990, PART III, LINE 4A | INPATIENT BID-PLYMOUTH PROVIDES A WIDE RANGE OF INPATIENT CARE INCLUDING SURGICAL SERVICES, INTENSIVE AND CARDIAC CARE, OBSTETRICS, SENIOR BEHAVIORAL HEALTH, AND COMPLETE DIAGNOSTIC FACILITIES. THE HOSPITAL'S INPATIENT UNITS INCLUDE 120 GENERAL MEDICAL/SURGICAL BEDS, 13 CRITICAL CARE BEDS, 12 OBSTETRICS BEDS, 13 NURSERY BASSINETS IN THE BIRTHPLACE, AND 19 BEDS IN A SECURE SENIOR BEHAVIORAL HEALTH UNIT. SURGICAL SERVICES ARE AVAILABLE 24 HOURS A DAY FOR CRITICALLY ILL OR INJURED PATIENTS REQUIRING IMMEDIATE SURGICAL INTERVENTION, OR FOR OTHER PATIENTS ON A NON-EMERGENT OR ELECTIVE BASIS. BID-PLYMOUTH'S HIGHLY QUALIFIED SURGEONS PERFORM ORTHOPEDIC PROCEDURES AND IMPLANTS, NEUROSURGERY, PLASTIC RECONSTRUCTION, GASTROINTESTINAL, GENERAL SURGICAL (INCLUDING BREAST), GYNECOLOGICAL, OPHTHALMOLOGIC, OTOLARYNOGOLOGIC, PODIATRIC, AND UROLOGICAL PROCEDURES. LIMITED VASCULAR AND THORACIC SURGERY IS ALSO PERFORMED. PATIENTS ARE UNDER THE CARE OF THE HOSPITAL'S MEDICAL STAFF, HOSPITALISTS, MID-LEVEL PROVIDERS AND SURGEONS IN GENERAL AND SPECIALTY PRACTICE. THE NURSING CARE TEAM CONSISTS OF REGISTERED NURSES AND QUALIFIED ANCILLARY CLINICIANS WORKING COLLABORATIVELY WITH SURGICAL AND ANESTHESIA PHYSICIANS. THE SCOPE OF NURSING PRACTICE IN THE PERIOPERATIVE AREA INCLUDES PREOPERATIVE ASSESSMENT AND PLANNING, INTRA-OPERATIVE INTERVENTION, POSTOPERATIVE ASSESSMENT AND INTERVENTION, DISCHARGE PLANNING AND DOCUMENTATION TO ENSURE HIGH QUALITY PATIENT CARE AND SAFETY. THE INPATIENT POPULATION THAT IS SERVED INCLUDES CHILDREN UNDER 15 YEARS OF AGE REQUIRING MINOR OUTPATIENT SURGERY AND ANY INDIVIDUALS WHO ARE 15 YEARS AND OLDER WHO REQUIRE MINOR OR MAJOR SURGICAL INTERVENTION. DURING THE PERIOD OCTOBER 1, 2018 TO SEPTEMBER 30, 2019 THE HOSPITAL HAD 12,163 ADMISSIONS, 803 NEWBORN DELIVERIES, 51,210 INPATIENT DAYS, AND PERFORMED 2,277 INPATIENT SURGICAL PROCEDURES. |
| FORM 990, PART III LINE 4B | EMERGENCY DEPARTMENT AS PREVIOUSLY NOTED IN THIS FILING, BIDMC IS A NATIONALLY RECOGNIZED TERTIARY CARE ACADEMIC MEDICAL CENTER AND TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND SERVED AS THE SOLE MEMBER OF BID-PLYMOUTH FOR THE PERIOD COVERED BY THIS FILING. ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (APHMFP) IS AN INTEGRALLY RELATED PHYSICIAN PRACTICE OF BIDMC AND ITS AFFILIATES AND IS ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. APHMFP PHYSICIANS PROVIDE AROUND THE CLOCK PHYSICIAN PATIENT CARE COVERAGE AND MEDICAL DIRECTION OF THE BID-PLYMOUTH EMERGENCY DEPARTMENT. THESE PHYSICIANS ARE ALL CERTIFIED OR BOARD-ELIGIBLE IN LEVEL 1 TRAUMA. DURING THE FISCAL YEAR COVERED BY THIS FILING, BID-PLYMOUTH HAD 45,977EMERGENCY DEPARTMENT VISITS. |
| FORM 990, PART III LINE 4C | OUTPATIENT CLINICS AND SERVICES BID-PLYMOUTH PROVIDES A COMPREHENSIVE PROGRAM OF CLINICAL SERVICES ENCOMPASSING GENERAL INTERNAL MEDICINE AND ALL THE SUBSPECIALTIES OF INTERNAL MEDICINE, COVERING THE GAMUT OF SERVICES FROM PRIMARY TO TERTIARY CARE AS WELL AS PROVIDING SURGICAL SERVICES ON AN OUTPATIENT BASIS. THE HOSPITAL'S MEDICAL STAFF BLENDS EXPERIENCED PRIMARY CARE PHYSICIANS AND SPECIALISTS IN A WIDE VARIETY OF DISCIPLINES. THE BID-PLYMOUTH SERVICES AND CENTERS OF EXCELLENCE INCLUDE: AIDS/HIV CARE, EDUCATION, AND SUPPORT ANTICOAGULATION CLINIC BREAST CENTER CANCER CARE SERVICES: RADIATION AND MEDICAL ONCOLOGY, ONCOLOGY SOCIAL WORK, GENETIC COUNSELING AND TESTING, AND SURGERY CARDIOVASCULAR SERVICES: DIAGNOSTIC AND INTERVENTIONAL CARDIAC & PULMONARY REHABILITATION DIABETES/ENDOCRINOLOGY ENDOSCOPY HOSPICE AND PALLIATIVE CARE IMAGING/RADIOLOGY SERVICES: DIGITAL MAMMOGRAPHY, MRI, BREAST MRI, CT, PET/CT, ULTRASOUND, NUCLEAR MEDICINE, GENERAL X-RAY LUNG CANCER PROGRAM NEUROLOGY OCCUPATIONAL HEALTH OBSTETRICS, GYNECOLOGY, AND MIDWIFERY ORTHOPEDICS PATHOLOGY PAIN MANAGEMENT PODIATRY PRIMARY & FAMILY CARE PHYSICAL THERAPY /REHAB SLEEP CENTER SPINE CARE STROKE SERVICES SUBSTANCE ABUSE & BEHAVIORAL HEALTH SURGERY: GENERAL, LAPAROSCOPIC, NEUROSURGERY, OTOLARYNGOLOGY, THORACIC, VASCULAR UROLOGY VEIN CENTER WOUND HEALING & HYPERBARIC CENTER IN ADDITION, DIAGNOSTIC FACILITIES INCLUDE A COMPLETE 24-HOUR HISTOPATHOLOGY LABORATORY AND BLOOD BANKING SERVICES AS WELL AS DIAGNOSTIC IMAGING INCLUDING CT SCANNING, ULTRASOUND, ULTRASONIC CARDIOGRAPHY, BONE DENSITOMETRY, NUCLEAR MEDICINE, PLAIN FILM RADIOLOGY AND FLUOROSCOPY. IN ADDITION, THE HOSPITAL'S PICTURE ARCHIVAL AND COMMUNICATION SYSTEM (PACS) CAN INSTANTANEOUSLY TRANSMIT RADIOLOGIC IMAGES BETWEEN BID-PLYMOUTH AND BIDMC, MEANING THAT PATIENTS IN PLYMOUTH HAVE ACCESS TO THE SAME WORLD-CLASS SPECIALISTS AS PATIENTS AT BIDMC. THE SYSTEM FACILITATES, WHEN NECESSARY, MULTI-DISCIPLINARY EVALUATION OF IMAGES, RESULTING IN IMPROVED TECHNICAL PERFORMANCE AND FEEDBACK AND DIAGNOSES WITH GREATER DIAGNOSTIC ACCURACY. DURING THE FISCAL PERIOD COVERED BY THIS FILING, THERE WERE 282,000 OUTPATIENT ENCOUNTERS AT BID-PLYMOUTH, INCLUDING 4,351 AMBULATORY SURGICAL PROCEDURES, 19,090 ONCOLOGY VISITS, 27,446 PHYSICAL THERAPY VISITS, 8,354 ENDOSCOPIES, 5,350 PAIN CLINIC VISITS, 4,029 WOUND CENTER VISITS, 38,132 RADIOLOGIC EXAMS, 16,883 MAMMOGRAMS, 23,935 CT SCANS, 11,752 ULTRASOUND SCANS, 1,328NUCLEAR MEDICINE EXAMS, AND 8,0378,182 MRIS. SEE SCHEDULE H FOR ADDITIONAL INFORMATION ON CHARITY CARE AND COMMUNITY BENEFITS. |
| FORM 990, PART IV, QUESTION 12 AND 12A | 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 IV, QUESTION 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 BID-PLYMOUTH. DURING THIS SAME PERIOD BID-PLYMOUTH 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 ONBID-PLYMOUTH'S BALANCE SHEET. |
| FORM 990,PART V,QUESTION 7G | CONTRIBUTIONS OF INTELLECTUAL PROPERTY BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. |
| FORM 990, PART V,QUESTION 7H | CONTRIBUTIONS OF CARS, BOATS, AIRPLANES AND OTHER VEHICLES BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH 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 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 | BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. 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 BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC.. 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 HOSPITAL - PLYMOUTH, INC.. PRIOR TO THAT DATE, BIDMC SERVED AS SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBER HAS THE EXCLUSIVE AUTHORITY TO (A) APPOINT AND REAPPOINT TRUSTEES, (B) FILL ANY VACANCIES IN THE OFFICES OF TRUSTEES, AND (C) ACTING BY VOTE OF NOT LESS THAN THREE QUARTERS (3/4) OF THE MEMBER'S TRUSTEES THEN IN OFFICE, REMOVE, WITH OR WITHOUT CAUSE, A TRUSTEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. HAS THE FOLLOWING RIGHTS, AS DESIGNATED IN BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC.'S BY-LAWS: SUBJECT TO THE PROVISIONS OF THE ARTICLES OF ORGANIZATION AND THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, BOTH POSITIVE AND NEGATIVE, CONFERRED BY MASSACHUSETTS GENERAL LAWS ("M.G.L.") CHAPTER 180, AS AMENDED, ON MEMBERS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. IN ADDITION, EXCEPT AS ARE EXPRESSLY GRANTED TO THE BOARD OF TRUSTEES OF THE CORPORATION ("BOARD") IN THESE BYLAWS, THE MEMBER SHALL HAVE THE RIGHT TO EXERCISE ALL POWERS, POSITIVE AND NEGATIVE, CONFERRED BY M.G.L. CHAPTER 180 ON BOARDS OF CORPORATIONS ORGANIZED UNDER M.G.L. CHAPTER 180. NOTWITHSTANDING THE FOREGOING, THE MEMBER MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF THE BOARD: (A) APPROVE OR REQUIRE ANY CHANGE IN, OR CONSOLIDATION OF PHILANTHROPIC GIFTS, ASSETS, AND PROGRAMS OF THE CORPORATION, WHICH SHALL REMAIN UNDER THE CORPORATION'S CONTROL AND BE USED FOR THE BENEFIT OF THE CORPORATION AND NOT FOR OTHER COMPONENTS OF THE MEMBER'S SYSTEM, EXCEPT TO THE EXTENT THAT SUCH CHANGES INVOLVE BACK-OFFICE CONSOLIDATION WITH OTHER DIRECT OR INDIRECT SUBSIDIARIES OF THE MEMBER; (B) APPROVE OR REQUIRE ANY CHANGE IN THE NAME, BRAND, OR TRADEMARK OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES, EXCEPT SUCH COMPLEMENTARY CHANGES AS THE MEMBER MAY DETERMINE ARE REASONABLY APPROPRIATE IN ESTABLISHING A SYSTEM-WIDE IDENTITY FOR THE AFFILIATED ENTITIES; OR (C) AMEND OR RESTATE THESE BYLAWS TO CHANGE OR ELIMINATE EITHER OF THE FOREGOING LIMITATIONS ON ITS POWERS. FOR THE PERIOD ENDING ON THE THIRD ANNIVERSARY OF THE DATE THE MEMBER BECOMES THE SOLE CORPORATE MEMBER OF THE CORPORATION, THE MEMBER'S AUTHORITY TO CHANGE THE MEDICAL SCHOOL AFFILIATION OF THE CORPORATION OR ANY OF ITS SUBSIDIARIES IS SUBJECT TO THE REQUIREMENT THAT IT OBTAIN THE UNANIMOUS CONSENT OF THE CORPORATION'S DESIGNATED TRUSTEES (AS DEFINED IN THE BYLAWS OF THE MEMBER) AND THE APPROVAL OF THE MEMBER'S BOARD OF TRUSTEES (THE "MEMBER'S BOARD"). THE MEMBER MAY NOT CAUSE THE CORPORATION TO CEASE OPERATING A SEPARATELY LICENSED HOSPITAL FACILITY, OR CLOSE ANY ESSENTIAL SERVICE OF SUCH HOSPITAL FACILITY, WITHOUT CONSULTING WITH THE BOARD PRIOR TO TAKING SUCH ACTION. THE POWERS AND RESPONSIBILITIES OF THE BOARD INCLUDE THE FOLLOWING: (A) PROVIDING RECOMMENDATIONS TO THE MEMBER REGARDING (I) APPOINTMENT, REAPPOINTMENT AND REMOVAL OF TRUSTEES, (II) THE ESTABLISHMENT OF THE CORPORATION'S POLICIES, (III) THE MAINTENANCE OF PATIENT CARE QUALITY, AND (IV) THE PROVISION OF CLINICAL SERVICES AND COMMUNITY SERVICE PLANNING IN A MANNER RESPONSIVE TO LOCAL COMMUNITY NEEDS; (B) ENSURING COMPLIANCE WITH ALL LICENSURE AND ACCREDITATION REQUIREMENTS, INCLUDING CREDENTIALING AND OTHER MEDICAL STAFF MATTERS; (C) PROVIDING OVERSIGHT FOR INSTITUTIONAL PLANNING, MAKING RECOMMENDATIONS FOR NEW CLINICAL SERVICES, AND PARTICIPATING IN AN ANNUAL REVIEW OF THE CORPORATION'S STRATEGIC AND FINANCIAL PLAN AND GOALS; (D) REVIEWING AND RECOMMENDING APPROVAL OF OPERATING AND CAPITAL BUDGETS AS WELL AS MAKING RECOMMENDATIONS WITH RESPECT TO CAPITAL EXPENDITURES; (E) MAKING RECOMMENDATIONS WITH RESPECT TO QUALITY ASSESSMENT AND IMPROVEMENT PROGRAMS; (F) PROVIDING OVERSIGHT OF RISK MANAGEMENT PROGRAMS RELATING TO PATIENT CARE AND SAFETY; (G) REVIEWING DISASTER PLANS THAT DEAL WITH BOTH INTERNAL (E.G., FIRE) AND EXTERNAL DISASTERS; AND (H) EVALUATING RECRUITMENT NEEDS TO ENSURE ADEQUATE MEDICAL STAFF CAPACITY TO CONTINUE TO MEET COMMUNITY NEEDS. EXCEPT AS OTHERWISE PROVIDED IN THESE BYLAWS, THE BOARD SHALL ACT IN AN ADVISORY CAPACITY AND CONSISTENT THEREWITH SHALL HAVE ONLY THE FOLLOWING POWERS: (A) POWERS EXPRESSLY GRANTED BY THE MEMBER FROM TIME TO TIME; (B) POWER TO EXERCISE ITS AUTHORITY AS A MEMBER OF OTHER CORPORATIONS; (C) POWER TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THE BYLAWS OF THE MEMBER (AS DEFINED UNDER THE BYLAWS OF THE MEMBER) OR UNDER THESE BYLAWS WITH RESPECT TO THE MEMBER; AND (D) POWERS TO ENFORCE ANY RIGHTS VESTED IN THE CORPORATION UNDER THAT AGREEMENT DATED JUNE 30, 2017 BY AND AMONG LAHEY HEALTH SYSTEM, INC., BETH ISRAEL DEACONESS MEDICAL CENTER, INC., NEW ENGLAND BAPTIST HOSPITAL, INC., MOUNT AUBURN HOSPITAL, CAREGROUP, INC., AND SEACOAST REGIONAL HEALTH SYSTEMS, INC. THE POWERS OF THE BOARD IN CLAUSES (A) AND (B) OF THE PRECEDING SENTENCE SHALL BE SUBJECT TO THE RESERVED POWERS OF THE MEMBER AS NOTED ABOVE. THE POWERS OF THE BOARD IN CLAUSE (C) AND (D) OF THE FIRST SENTENCE OF THIS PARAGRAPH SHALL BE INDEPENDENT OF THE MEMBER AND NOT SUBJECT TO THE RESERVED POWERS OF THE MEMBER AS NOTED ABOVE. NOTWITHSTANDING CLAUSE (B) ABOVE, THE POWER OF THE CORPORATION TO EXERCISE ITS AUTHORITY AS A MEMBER OF ANOTHER CORPORATION SHALL BE SUBJECT TO THE FOLLOWING LIMITATIONS: (X) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED BY THE CORPORATION ONLY AT THE EXPRESS AND EXPLICIT DIRECTION OF, AND WITH THE APPROVAL OF, THE MEMBER; (Y) ALL STATUTORY POWERS THAT RESIDE IN THE CORPORATION AS A MEMBER OF ANOTHER CORPORATION UNDER MASSACHUSETTS LAW MAY BE EXERCISED DIRECTLY BY THE MEMBER AFTER CONSULTATION WITH THE CHAIR BUT OTHERWISE WITHOUT THE APPROVAL OR PARTICIPATION OF THE CORPORATION; AND (Z) OTHER THAN STATUTORY POWERS, THE CORPORATION SHALL HAVE ONLY THOSE POWERS AND AUTHORITIES OVER AND WITH RESPECT TO THE CORPORATIONS OF WHICH IT IS A MEMBER AS ARE EXPRESSLY AND EXPLICITLY DELEGATED OR DIRECTED TO THE CORPORATION BY ACTION OF THE MEMBER'S BOARD. |
| 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 BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC.. THIS FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC., THE TAX DIRECTOR OF BILH AND DELOITTE TAX, LLP. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH (BIDP) HAS A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THAT POLICY, ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES OF BIDP ARE ASKED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIPS MAINTAINED BY OFFICERS, TRUSTEES OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS AND WHICH MAY RESULT IN A CONFLICT OF INTEREST. BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND IS A SISTER ENTITY TO BIDP. THE BIDMC OFFICE OF COMPLIANCE AND BUSINESS CONDUCT ADMINISTERS A CONFLICT OF INTEREST QUESTIONNAIRE PROCESS ANNUALLY IN CONJUNCTION WITH THE BIDP OFFICE OF COMPLIANCE AND PROVIDES A SUMMARY OF POSITIVE RESPONSES TO BIDP'S COMPLIANCE OFFICER FOR REVIEW AND DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICY IS SUBJECT TO ONGOING REVIEW BY BIDP. PURSUANT TO THE 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 PREVIOUSLY NOTED IN THIS FILING, EFFECTIVE MARCH 1, 2019, BETH ISRAEL LAHEY HEALTH (BILH) BECAME THE SOLE MEMBER OF BID-PLYMOUTH. 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 BIDP BOARD OF TRUSTEES AS WELL AS CURRENT AND FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE PROCESS WAS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR BIDP TO 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, LINE 15 | DESCRIPTION OF PROCESS TO DETERMINE COMPENSATION OF THE ORGANIZATIONS CEO AND OTHER OFFICERS AND KEY EMPLOYEES AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH (BID-PLYMOUTH) ALONG WITH ITS AFFILIATES BECAME MEMBERS OF THE BETH ISRAEL LAHEY HEALTH NETWORK OF AFFILIATES WITH BILH SERVING AS BID-PLYMOUTH'S SOLE MEMBER EFFECTIVE MARCH 1, 2019. PRIOR TO MARCH 1, 2019 BID-PLYMOUTH MAINTAINED A COMPENSATION COMMITTEE THAT WAS COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS. 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 BID-PLYMOUTH OFFICERS, DIRECTORS AND KEY EMPLOYEES WAS SET BY THE BID-PLYMOUTH COMPENSATION COMMITTEE AND GUIDED BY THE COMMITTEE'S OBLIGATIONS AS OUTLINED BELOW. BID-PLYMOUTH HAD AN EXECUTIVE COMPENSATION COMMITTEE WHICH WAS COMPOSED OF MEMBERS OF THE BOARD OF DIRECTORS, THE CHIEF FINANCIAL OFFICER AND THE VICE PRESIDENT OF HUMAN RESOURCES. THE BID-PLYMOUTH EXECUTIVE COMPENSATION COMMITTEE ESTABLISHED THE COMPENSATION STRUCTURE OF THE CHIEF EXECUTIVE OFFICER, CHIEF NURSING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF MEDICAL OFFICER, CHIEF OPERATING OFFICER, CHIEF INFORMATION OFFICER SR. VICE PRESIDENTS AND VICE PRESIDENTS. THE BID-PLYMOUTH EXECUTIVE COMPENSATION COMMITTEE WASS 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 COMPLIED WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE EXECUTIVE COMPENSATION COMMITTEE APPROVED RECOMMENDATIONS FOR INCENTIVE COMPENSATION TO THESE INDIVIDUALS ON AN ANNUAL BASIS AND AS SUCH, REVIEWED TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS ANNUALLY. IN SETTING COMPENSATION, THE EXECUTIVE COMPENSATION COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEY STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSED EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE EXECUTIVE 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 CONSULTING FIRM. TO ENSURE INDEPENDENCE, ONCE THE DATA WAS PRESENTED, NO BID-PLYMOUTH STAFF WAS PRESENT FOR THESE DISCUSSIONS. THE EXECUTIVE COMPENSATION COMMITTEE VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS LISTED ABOVE EXCEPT FOR THE CEO WHICH WAS APPROVED BY THE FULL BID-PLYMOUTH BOARD. IN ADDITION, AS NOTED THROUGHOUT THIS NARRATIVE SUPPORT TO THE FORM 990, BIDMC SERVED AS THE SOLE MEMBER OF BID-PLYMOUTH PRIOR TO BECOMING PART OF THE BILH NETWORK OF AFFILIATES. THE BIDMC COMPENSATION COMMITTEE REVIEWED THE COMPENSATION OF THE BID-PLYMOUTH CEO AND THE INFORMATION WAS REPORTED TO THE FULL BIDMC BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC.'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 TO AFFILIATES -8,209,568. ASSETS RELEASED FROM RESTRICTION 212,068. PENSION ADJUSTMENT -1,106,035. UNREALIZED CHANGE IN EQUITY INTEREST -382,148. MISC |
| 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. |
| FORM 990,PART IV, QUESTION 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (63 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 | Province Or StateForeignAddress/ProvinceOrStateNm | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | 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 | HMFP AT BIDMC | Yes (1) | |||||
| MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE | |||||||||||||||
| 400 HUNNEWELL ST | NEEDHAM | MA | 02494 | 042810972 | OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES | MA | 501(C)(3) | 10 | 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 | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BIDCO PHYSICIAN LLC | |||||||||||||
| ONE UNIVERSITY AVE NORTH ENTRANCE | WESTWOOD | MA | 02090 | 461589743 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | MA | EXCLUDED | 0 | 0 | ||||
| BIDCO HOSPITAL LLC | |||||||||||||
| 247 STATION DRIVE NORTHWEST 1 | WESTWOOD | MA | 02090 | 461643790 | COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC | MA | EXCLUDED | 0 | 0 | -$330,075 | $55,029 | 0.03400 | |
| CAREGROUP CLINICAL RESEARCH LLC | |||||||||||||
| 109 BROOKLINE AVENUE | BOSTON | MA | 02215 | 300228711 | TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP | MA | EXCLUDED | 0 | 0 | ||||
| CAREGROUP INVESTMENT PARTNERSHIP LLP | |||||||||||||
| 109 BROOKLINE AVENUE | BOSTON | MA | 02215 | 043278109 | INVESTMENT PARTNERSHIP | MA | EXCLUDED | 0 | 0 | ||||
| PHYSICIAN PROFESSIONAL SERVICES LLP | |||||||||||||
| 10 CABOT ROAD | MEDFORD | MA | 02215 | 043275078 | TO PROVIDE MEDICAL BILLING SERVICES | MA | EXCLUDED | 0 | 0 | $946,531 | $19,787,441 | 0.02100 | -$47,186 |
| NEW ENGLAND BAPTIST ORTHOPEDIC NETWORK LLC | |||||||||||||
| 125 PARKER HILL AVE | BOSTON | MA | 02120 | 465120176 | TO PROVIDE ORTHOPEDIC MEDICAL SERVICES | MA | EXCLUDED | 0 | 0 | ||||
| WINCHESTER HOSPITALSHIELDS MRI LLC | |||||||||||||
| 700 CONGRESS ST | QUINCY | MA | 02169 | 462523117 | MRI SERVICES | MA | EXCLUDED | 0 | 0 | ||||
| SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC | |||||||||||||
| 700 CONGRESS ST STE 204 | QUINCY | MA | 02169 | 383989358 | MRI SERVICES | MA | EXCLUDED | 0 | 0 | ||||
| HAVERHILL MOB LLC | |||||||||||||
| 50 CHESTNUT ST | NEEDHAM | MA | 02492 | 812856118 | MEDICAL OFFICE BUILDING | MA | EXCLUDED | 0 | 0 | ||||
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 | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | 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 (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BETH ISRAEL LAHEY HEALTH INC | ||
| R | $974,169 | FMV |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||
| S | $132,450 | FMV |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||
| P | $3,630,121 | FMV |
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||
| P | $116,027 | FMV |
| MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE | ||
| A | $73,822 | FMV |
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | ||
| Q | $282,084 | FMV |
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC | ||
| P | $7,237,829 | FMV |
| BIDCO HOSPITAL LLC | ||
| P | $312,813 | FMV |
| BIDCO HOSPITAL LLC | ||
| Q | $97,072 | 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 BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC.'S FORM 990, SCHEDULE R FOR THE CURRENT TAX YEAR. | ExplanationTxt |