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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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-17T23:08:55-05:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO JERICHO PLAZAAddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222667354EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTHBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBETHBusinessNameControlTxt
Phone5087462000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 SANDWICH STREETAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP023602183ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON RADZEVICHPersonNm
Person TitleCFOPersonTitleTxt
Phone5087462000PhoneNum
Signature2020-08-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KAWECKIPreparerPersonNm
PTINP00743140PTIN
Phone5169187000PhoneNum
Preparation2020-08-17PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address107.77.226.187IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-17IPDt
IP Tm23:04:59IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id3DF51197B15FC223701F25C7B532545445537CE2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-22 18:59:49ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJASON RADZEVICHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 SANDWICH STREETAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP023602183ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$296,618,278GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BIDPLYMOUTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee2140TotalEmployeeCnt
Total Volunteers335TotalVolunteersCnt
Total Gross UBI$263,704TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,096,008PYContributionsGrantsAmt
CY Contributions Grants$3,730,573CYContributionsGrantsAmt
PY Program Service Revenue$269,627,909PYProgramServiceRevenueAmt
CY Program Service Revenue$289,922,366CYProgramServiceRevenueAmt
PY Investment Income$758,178PYInvestmentIncomeAmt
CY Investment Income$820,387CYInvestmentIncomeAmt
PY Other Revenue$1,939,566PYOtherRevenueAmt
CY Other Revenue$2,031,312CYOtherRevenueAmt
PY Total Revenue$277,421,661PYTotalRevenueAmt
CY Total Revenue$296,504,638CYTotalRevenueAmt
PY Grants And Similar Paid$33,200PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$25,822CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$139,013,829PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$143,351,935CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$19,200PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$15,000CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$615,180CYTotalFundraisingExpenseAmt
PY Other Expenses$124,135,265PYOtherExpensesAmt
CY Other Expenses$137,195,976CYOtherExpensesAmt
PY Total Expenses$263,201,494PYTotalExpensesAmt
CY Total Expenses$280,588,733CYTotalExpensesAmt
PY Revenues Less Expenses$14,220,167PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,915,905CYRevenuesLessExpensesAmt
Total Assets BOY$207,373,993TotalAssetsBOYAmt
Total Assets EOY$214,389,023TotalAssetsEOYAmt
Total Liabilities BOY$106,362,894TotalLiabilitiesBOYAmt
Total Liabilities EOY$107,136,283TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$101,011,099NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$107,252,740NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$124,310,316ExpenseAmt
Grant$25,822GrantAmt
Revenue$145,674,441RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$116,648,281ExpenseAmt
Grant$0GrantAmt
Revenue$121,855,871RevenueAmt
DescSEE SCHEDULE ODesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$18,012,011ExpenseAmt
Grant$0GrantAmt
Revenue$22,947,061RevenueAmt
DescSEE SCHEDULE ODesc
FieldValueIRS element (for citing)
Total Program Service Expenses$258,970,608TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt BondsYes (1)InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document231IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2140EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or Procedure0WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY DWYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5087462000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 SANDWICH STREETAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02360ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BABINI MR MICHAEL
DIRECTOR1.001.00Yes (X)$0$0$0
BAZZINOTTI MS LYLE LAWRENCE
CHAIR, DIRECTOR5.008.00Yes (X)$0$0$0Yes (X)
CARNUCCIO JOHN
DIRECTOR1.001.00Yes (X)$0$0$0
COUGHLIN KEVIN
PRESIDENT; DIR (EX-OFF)60.005.00Yes (X)$473,844$118,461$61,852Yes (X)
FAIRFIELD SCOTT
DIRECTOR (EX-OFFICIO)1.002.00Yes (X)$0$0$0
FISCHER STEVEN P
DIRECTOR (EX-OFF), TREASURER1.0062.00Yes (X)$0$770,210$75,762Yes (X)
FOSDICK KENNETH
VICE CHAIR, DIRECTOR3.002.00Yes (X)$0$0$0
GAGNON WILLIAM P
DIRECTOR1.001.00Yes (X)$0$0$0
HEWITT CHARLES
DIRECTOR1.001.00Yes (X)$0$0$0
HINKLEY CLARK
DIRECTOR5.002.00Yes (X)$0$0$0
HORWITZ-WILLIS NATE
DIRECTOR1.002.00Yes (X)$0$0$0
KAPELL JEFF
DIRECTOR1.002.00Yes (X)$0$0$0
KELLY DAVID
DIRECTOR1.002.00Yes (X)$0$0$0
LEWIS MD STANLEY M
DIRECTOR1.0068.00Yes (X)$0$732,103$72,582
LONIS-SCHEUB MD KIMBERLY
DIRECTOR60.001.00Yes (X)$343,398$0$65,124
PRIMAVERA DENNIS
DIRECTOR1.001.00Yes (X)$0$0$0
SCHEUB KIMBERLY
DIRECTOR1.002.00Yes (X)$0$0$0
SMALL KEELAS
DIRECTOR1.001.00Yes (X)$0$0$0
STUHLFAUT MD JOSHUA
DIR (EX-OFF)/PRES MED STAFF5.0061.00Yes (X)$0$725,561$69,926
TABB MD KEVIN
DIRECTOR (EX-OFF), CEO1.0065.00Yes (X)$0$1,756,953$143,704Yes (X)
BARNES JARED
ASST. CLERK1.001.00$0$0$0Yes (X)
KATZ JAMIE
CLERK1.0059.00$0$560,463$44,008Yes (X)
NORRIS DENISE
CONTRACT MGMT SPEC/ADMIN ASST39.001.00$0$0$0Yes (X)
RADZEVICH JASON
VP FIN., CFO, ASST. TREASURER48.0013.00$314,533$78,633$64,444Yes (X)
BROWNING MD THOMAS
CHIEF OF MEDICINE30.0030.00$133,309$133,309$51,618Yes (X)
CHAPIN MARY
VP AMB. SVCS & PROC IMPRVMNT.50.0010.00$0$290,363$33,284Yes (X)
DOHERTY RN DONNA
CNO, VP PATIENT CARE SERVICES60.000.00$0$338,514$41,470Yes (X)
RUTHERFORD RON
VP & CIO48.0013.00$263,086$65,772$41,658Yes (X)
FOUNTAIN RAMSEY E
PHYSICIAN ASSOCIATE50.000.00$265,203$0$24,895Yes (X)
GORSUCH BRIAN W
CHIEF PHYSICIAN ASSOCIATE50.000.00$302,757$0$42,755Yes (X)
HOLLERAN ANDREA
VICE PRESIDENT60.000.00$0$276,551$41,318Yes (X)
KING QUINCY
PHYSICIAN ASSISTANT60.000.00$226,408$0$1,555Yes (X)
OUTHOUSE CYNTHIA
VICE PRESIDENT - PHILANTHROPY30.000.00$183,952$45,988$38,526Yes (X)
HOLDEN PETER J
FORMER PRESIDENT & CEO1.000.00$0$541,527$0Yes (X)
BARBOSA LISA BERRY
FORMER VP, HR54.006.00$253,949$28,217$51,489Yes (X)
CONNOLLY MD JOHN
FOR. VP MED MGMT/CHR ANES. DPT59.001.00$0$142,543$24,526Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,760,439TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$6,605,168TotReportableCompRltdOrgAmt
Total Other Compensation$990,496TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K163IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CARDINAL HEALTH 110 LLC
3763 COLLECTIONS CENTER DRIVECHICAGOIL60693MEDICAL$29,853,224
ALLIANCE ONCOLOGY LLC
PO BOX 6600NEWPORT BEACHCA92658MEDICAL$2,388,326
ALLIANCE HEALTHCARE SERVICES
PO BOX 96485CHICAGOIL606936485MEDICAL$1,542,097
DELLBROOK CONSTRUCTION LLC
ONE ADAMS PLACE 859 WILLARD STREETQUINCYMA02169CONSTRUCTION$1,333,128
CAREFUSION SOLUTIONS LLC
25665 NETWORK PLACECHICAGOIL606731225MEDICAL$948,193
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K42CntrctRcvdGreaterThan100KCnt
Fundraising$150,938FundraisingAmt
Government Grants$1,188,833GovernmentGrantsAmt
All Other Contributions$2,390,802AllOtherContributionsAmt
Noncash Contributions$33,728NoncashContributionsAmt
Total Contributions$3,730,573TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
INPATIENT900099$145,388,038$145,388,038
OUTPATIENT621400$121,587,178$121,587,178
EMERGENCY SERVICES642200$22,896,470$22,896,470
NON PATIENT LAB621500$50,680$50,680
FieldValueIRS element (for citing)
Total Program Service Revenue$289,922,366TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$94,438TotalRevenueColumnAmt
Unrelated Business Revenue-$57,683UnrelatedBusinessRevenueAmt
Exclusion$152,121ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$161,939RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$46,751RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$115,188RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$115,188TotalRevenueColumnAmt
Unrelated Business Revenue-$14,045UnrelatedBusinessRevenueAmt
Exclusion$129,233ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$725,949SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$725,949SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$725,949TotalRevenueColumnAmt
Unrelated Business Revenue$9,152UnrelatedBusinessRevenueAmt
Exclusion$716,797ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$69,652FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$150,938ContriRptFundraisingEventAmt
Fundraising Direct Expenses$66,889FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,763TotalRevenueColumnAmt
Exclusion$2,763ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$580GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$580TotalRevenueColumnAmt
Exclusion$580ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CAFETERIA SALES722210$1,031,494$1,031,494
PURCHASE REBATES900099$331,516$331,516
PET SCAN INCOME900099$275,600$275,600

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$274,171TotalRevenueColumnAmt
Related Or Exempt Func Income$274,171RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,912,781OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$296,504,638TotalRevenueColumnAmt
Related Or Exempt Func Income$290,477,373RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$263,704UnrelatedBusinessRevenueAmt
Exclusion$2,032,988ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$25,822TotalAmt
Program Services$25,822ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,053,755TotalAmt
Program Services$1,889,455ProgramServicesAmt
Management And General$164,300ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$111,161,858TotalAmt
Program Services$102,945,638ProgramServicesAmt
Management And General$7,831,673ManagementAndGeneralAmt
Fundraising$384,547FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,214,774TotalAmt
Program Services$3,902,785ProgramServicesAmt
Management And General$297,673ManagementAndGeneralAmt
Fundraising$14,316FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,398,813TotalAmt
Program Services$16,340,498ProgramServicesAmt
Management And General$998,439ManagementAndGeneralAmt
Fundraising$59,876FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,522,735TotalAmt
Program Services$7,891,860ProgramServicesAmt
Management And General$601,927ManagementAndGeneralAmt
Fundraising$28,948FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$10,402,100TotalAmt
Program Services$9,427,931ProgramServicesAmt
Management And General$974,169ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$477,478TotalAmt
Program Services$369,711ProgramServicesAmt
Management And General$107,767ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$139,150TotalAmt
Management And General$139,150ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$147,170TotalAmt
Management And General$147,170ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$15,000TotalAmt
Fundraising$15,000FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,288,761TotalAmt
Program Services$11,199,141ProgramServicesAmt
Management And General$74,285ManagementAndGeneralAmt
Fundraising$15,335FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$87,298,330TotalAmt
Program Services$81,114,169ProgramServicesAmt
Management And General$6,099,778ManagementAndGeneralAmt
Fundraising$84,383FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,457,764TotalAmt
Program Services$10,103,784ProgramServicesAmt
Management And General$3,346,135ManagementAndGeneralAmt
Fundraising$7,845FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$437,816TotalAmt
Program Services$258,946ProgramServicesAmt
Management And General$176,606ManagementAndGeneralAmt
Fundraising$2,264FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$341,968TotalAmt
Program Services$296,191ProgramServicesAmt
Management And General$43,873ManagementAndGeneralAmt
Fundraising$1,904FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,877,157TotalAmt
Program Services$2,877,157ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,032,059TotalAmt
Program Services$9,032,059ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,198,521TotalAmt
Program Services$1,198,521ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUESDesc
Total$97,702TotalAmt
Program Services$96,940ProgramServicesAmt
Fundraising$762FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$280,588,733TotalAmt
Program Services$258,970,608ProgramServicesAmt
Management And General$21,002,945ManagementAndGeneralAmt
Fundraising$615,180FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$7,639,840BOYAmt
EOY$10,056,605EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,843,022BOYAmt
EOY$28,589,043EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,271,068BOYAmt
EOY$4,298,359EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,809,253BOYAmt
EOY$8,711,923EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$173,364,645LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$49,650,437LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$121,550,436BOYAmt
EOY$123,714,208EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$25,772,865BOYAmt
EOY$26,519,085EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,487,509BOYAmt
EOY$12,499,800EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$207,373,993BOYAmt
EOY$214,389,023EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$32,874,558BOYAmt
EOY$36,294,221EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,032BOYAmt
EOY$9,225EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$62,677,939BOYAmt
EOY$58,781,992EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,802,365BOYAmt
EOY$12,050,845EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$106,362,894BOYAmt
EOY$107,136,283EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$88,738,255BOYAmt
EOY$94,956,514EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,368,969BOYAmt
EOY$1,880,101EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,903,875BOYAmt
EOY$10,416,125EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$101,011,099BOYAmt
EOY$107,252,740EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$207,373,993BOYAmt
EOY$214,389,023EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$15,915,905ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$188,581NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$9,485,683OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$147,170OtherActivitiesAmt
Total Lobbying Expenditures$147,170TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationBETH 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

FieldValueIRS element (for citing)
Beginning Year Balance$12,272,847BeginningYearBalanceAmt
Contributions$1,433,937ContributionsAmt
Investment Earnings Or Losses-$471,841InvestmentEarningsOrLossesAmt
Other Expenditures$938,718OtherExpendituresAmt
End Year Balance$12,296,225EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,323,708BeginningYearBalanceAmt
Contributions$1,566,548ContributionsAmt
Investment Earnings Or Losses$164,766InvestmentEarningsOrLossesAmt
Other Expenditures$782,175OtherExpendituresAmt
End Year Balance$12,272,847EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,543,116BeginningYearBalanceAmt
Contributions$586,128ContributionsAmt
Investment Earnings Or Losses$308,650InvestmentEarningsOrLossesAmt
Other Expenditures$114,186OtherExpendituresAmt
End Year Balance$11,323,708EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,350,198BeginningYearBalanceAmt
Investment Earnings Or Losses$261,896InvestmentEarningsOrLossesAmt
Other Expenditures$68,978OtherExpendituresAmt
End Year Balance$10,543,116EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,250,430BeginningYearBalanceAmt
Contributions$74,005ContributionsAmt
Investment Earnings Or Losses-$955,949InvestmentEarningsOrLossesAmt
Other Expenditures$18,288OtherExpendituresAmt
End Year Balance$10,350,198EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.85000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.15000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$385,907OtherCostOrOtherBasisAmt
Book Value$385,907BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$92,215,888OtherCostOrOtherBasisAmt
Depreciation$15,153,881DepreciationAmt
Book Value$77,062,007BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,749,896OtherCostOrOtherBasisAmt
Depreciation$4,386,895DepreciationAmt
Book Value$16,363,001BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$55,955,114OtherCostOrOtherBasisAmt
Depreciation$30,109,661DepreciationAmt
Book Value$25,845,453BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,057,840OtherCostOrOtherBasisAmt
Book Value$4,057,840BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$123,714,208TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
INVESTMENT IN SEMASS PET SCAN$128,981
DEPOSITS$68,363
OTHER$6,227
$12,296,229
FieldValueIRS element (for citing)
Total Book Value Other Assets$12,499,800TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
PROFESSIONAL LIABILITY$8,913,837
ESTIMATED SETTLEMENTS TO THIRD PARTIES$1,124,533
DUE TO AFFILIATES$1,356,615
ASSET RETIREMENT OBLIGATIONS$655,860
FieldValueIRS element (for citing)
Total Liability$12,050,845TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,267,670,000TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$372,451NetUnrealizedGainsInvstAmt
Other Revenue$3,091,177,604OtherRevenueAmt
Revenue Not Reported$3,090,805,153RevenueNotReportedAmt
Revenue Subtotal$176,864,847RevenueSubtotalAmt
Other Revenues Not Included$119,639,791OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$119,639,791RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$296,504,638TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,594,794,000TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$3,428,491,018OtherExpensesIncludedAmt
Expenses Not Reported$3,428,491,018ExpensesNotReportedAmt
Expenses Subtotal$166,302,982ExpensesSubtotalAmt
Other Expenses Not Included$114,285,751OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$114,285,751ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$280,588,733TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$5,505,495
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTS$785,831
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$6,291,326SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$6,291,326TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1DEVELOPMENT GUILD DDIBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1HARVARD ST - SUITE 107AddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02446ZIPCd
FieldValueIRS element (for citing)
ActivityCONSULTINGActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$15,000RetainedByContractorAmt
Net To Organization$15,000NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Retained By Contractors$15,000TotalRetainedByContractorsAmt
Total Net To Organization$15,000TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesVALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$220,590GrossReceiptsEvent1Amt
Charitable Contri Event1$150,938CharitableContriEvent1Amt
Gross Revenue Event1$69,652GrossRevenueEvent1Amt
Other Direct Expenses Event1$66,889OtherDirectExpensesEvent1Amt
Gross Receipts Total$220,590GrossReceiptsTotalAmt
Charitable Contributions Tot$150,938CharitableContributionsTotAmt
Gross Revenue Total Events$69,652GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$66,889OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$66,889DirectExpenseSummaryEventsAmt
Net Income Summary$2,763NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other400.000000000000FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance Budget0FinancialAssistanceBudgetInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,581,242TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$372,695DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,208,547NetCommunityBenefitExpnsAmt
Total Expense0.00790TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$27,166,365TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$22,753,735DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,412,630NetCommunityBenefitExpnsAmt
Total Expense0.01570TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$29,747,607TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$23,126,430DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,621,177NetCommunityBenefitExpnsAmt
Total Expense0.02360TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,491,853TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,130,666DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,361,187NetCommunityBenefitExpnsAmt
Total Expense0.00490TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$32,802,639TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$32,802,639NetCommunityBenefitExpnsAmt
Total Expense0.11690TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$57,413TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$57,413NetCommunityBenefitExpnsAmt
Total Expense0.00020TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$35,351,905TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,130,666DirectOffsettingRevenueAmt
Net Community Benefit Expns$34,221,239NetCommunityBenefitExpnsAmt
Total Expense0.12200TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$65,099,512TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$24,257,096DirectOffsettingRevenueAmt
Net Community Benefit Expns$40,842,416NetCommunityBenefitExpnsAmt
Total Expense0.14560TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$5,541,760BadDebtExpenseAmt
Reimbursed By Medicare$122,514,292ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$124,702,453CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$2,188,161MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 SANDWICH STREETAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP023602183ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.BIDPLYMOUTH.ORGWebsiteAddressTxt
State LicenseMA STATE LICENSE #2082StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
OtherCOMMUNITY HOSPITALOtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
CHNA Conducted18CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts0CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE PART VIOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt18ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLSEE PART VIStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care400.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.000000000000FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE PART VIFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE PART VIFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSEE PART VIFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
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FAP TranslatedYes (X)FAPTranslatedInd
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Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
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Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
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Supplemental Information SupplementalInformationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
FieldValueIRS element (for citing)
Facility3FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - BID-PLYMOUTH REHABILITATION CENTER
10 CORDAGE PARK CIRCLE SUITE 225PLYMOUTHMA02360OTHER LOCATIONS
2 - BID-PLYMOUTH REHABILITATION CENTER
3 VILLAGE GREEN NORTH SUITE 331PLYMOUTHMA02360OTHER LOCATIONS
3 - BETH ISRAEL DEACONESS IMAGING THE PARK
45 RESNIK ROADSUITE 104-B106201PLYMOUTHMA02360OTHER LOCATIONS

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 SCHEDULE H PART V, SECTION C, SUPPLEMENTAL INFORMATION FORSCHEDULE 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 PLANNINGAND 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 STRATEGYTHE 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 INFORMATIONTHE 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 SUMMARYAS 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 SYSTEMAS 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
PLYMOUTH COUNTY OUTREACH
20 LONG POND RDPLYMOUTHMA02360$11,067SUPPORT FOR PLYMOUTH AND BRIDGEWATER STATE POLICE SUBSTANCE ABUSE EFFORTS
PCO HOPE
PO BOX 401EAST BRIDGEWATERMA02333$14,755SUBSTANCE ABUSE SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAS 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

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BAS 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 7BID-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 FOOTNOTESTHE 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MDFA - SERIES 2019K
A04343181457584YTK52019-07-31$211,922,775SEE PART VI000
MDFA - SERIES 2018J-1 J-2
B04343181457584YJW02018-06-13$479,594,374SEE PART VI000
MDFA - SERIES 2016I
C04343181457584XMT52016-05-12$257,611,877SEE PART VI000
MDFA - LAHEY SERIES F
D042323457NONEXXXXX2015-10-21$262,828,878RETIRE BONDS & CAP ACQUISITION000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndUnspentUnspentAmtRetiredRetiredAmtOther Spent ProceedsOtherSpentProceedsAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmt
A$211,922,775$2,931,137$208,991,638000Yes (1)
B$493,298,411$4,594,374$114,836,43500Yes (1)Yes (1)$362,998,912
C$257,618,370$2,515,889$19,006,4930Yes (1)Yes (1)Yes (1)$8,805,000$236,095,988
D$261,009,548$1,310,144$64,587,388Yes (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 ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndEngage Bond Counsel ResearchEngageBondCounselResearchInd
A0Yes (1)Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
B0Yes (1)Yes (1)Yes (1)Yes (1)0.000000.000000.0000000Yes (1)0
C0Yes (1)Yes (1)Yes (1)00.000000.000000.0000000Yes (1)
D00000.000000.000000.00000000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A0Yes (1)000000Yes (1)
B0Yes (1)000000Yes (1)
C0Yes (1)000000Yes (1)
D0Yes (1)0000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
D0

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MDFA - SERIES 2015 H-1
A04343181457584XDH12015-09-02$203,702,204SEE PART VI000
MDFA - LAHEY SERIES E
B043431814NONEXXXXX2013-03-07$130,000,000POWER PLANT & CAPITAL ACQUISITION000
MDFA - SERIES 2012G
C043431814NONEXXXXX2012-07-11$49,910,000REFUND ISSUE DATED 02/11/1998000
MDFA - SERIES 2011F-1 F-2 F-3
D043431814NONEXXXXX2011-09-05$120,280,000REFUND ISSUE DATED 02/11/1998000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndCapital ExpendituresCapitalExpendituresAmt
A$42,965,000$203,702,204$2,348,479$201,353,725Yes (1)Yes (1)Yes (1)Yes (1)
B$77,815,000$130,050,301$500,00000Yes (1)Yes (1)$129,550,301
C$49,910,000$368,094$49,541,906Yes (1)0Yes (1)Yes (1)
D$88,820,000$120,280,000$290,672$119,989,328Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A0Yes (1)Yes (1)Yes (1)00.005000.004000.0090000Yes (1)
B00000.000000.000000.0000000Yes (1)
C0Yes (1)00000
D00Yes (1)00000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)00000Yes (1)
B000Yes (1)0000Yes (1)
C00Yes (1)00000Yes (1)
D00Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MHEFA - WINCHESTER SERIES FBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN042456011BondIssuerEIN
CUSIP57586CDD4CUSIPNum
Bond Issued2004-07-08BondIssuedDt
Issue Price$30,340,000IssuePriceAmt
PurposeSERIAL BOND SERIES F - ADV REFUNDPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$2,330,000RetiredAmt
Total Proceeds$30,340,000TotalProceedsAmt
Issuance Costs From Proceeds$412,448IssuanceCostsFromProceedsAmt
Other Spent Proceeds$29,927,552OtherSpentProceedsAmt
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable BondsYes (1)RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledYes (1)Form8038TFiledInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And RecYes (1)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1MORGAN STANLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge20.000000000000TermOfHedgePct
Superintegrated Hedge0SuperintegratedHedgeInd
Hedge Terminated0HedgeTerminatedInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SUBSTANTIAL CONTRIBUTOR #32
SUBSTANTIAL CONTRIBUTOR$19,236,197HEALTH INS0
SUBSTANTIAL CONTRIBUTOR #33
SUBSTANTIAL CONTRIBUTOR$539,254RENT0
SUBSTANTIAL CONTRIBUTOR #34
SUBSTANTIAL CONTRIBUTOR$206,637BLDG MAINT0
SUBSTANTIAL CONTRIBUTOR #40
SUBSTANTIAL CONTRIBUTOR$100,445LEGAL0
SUBSTANTIAL CONTRIBUTOR #44
SUBSTANTIAL CONTRIBUTOR$186,118BANK FEES0
TIMOTHY NORRIS
FAMILY MEMBER OF DENISE NORRIS$44,137SERVICES0
GORDON NORRIS
FAMILY MEMBER OF DENISE NORRIS$29,825SERVICES0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCH L, PART IVFormAndLineReferenceDesc
ExplanationDENISE 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$10,133NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK MARKET QUOTEMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$700NoncashContributionsRptF990Amt
Method Of Determining RevenuesREPLACEMENTS COSTMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution12ContributionCnt
Noncash Contributions Rpt F990$1,281NoncashContributionsRptF990Amt
Method Of Determining RevenuesREPLACEMENTS COSTMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)CLOTHES AND ACCESSORIES21$12,570REPLACEMENTS COST
Yes (X)HH FURNISHINGS11$5,184REPLACEMENTS COST
Yes (X)SPORTING GOODS1$2,754REPLACEMENTS COST
Yes (X)TOYS AND BOOKS3$1,106REPLACEMENTS COST
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (20 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I & PART III, LINE 1DESCRIPTION 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 4AINPATIENT 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 4BEMERGENCY 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 4COUTPATIENT 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 12ATHE 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 24ASTATEMENT 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 7GCONTRIBUTIONS 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 7HCONTRIBUTIONS 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 2FOR 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 4BETH 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 6EFFECTIVE 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 7ATHE 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 7BTHE 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 11BAS 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 12CEXPLANATION 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 15DESCRIPTION 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 19BETH 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 24BINVESTMENT 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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
ADDISON GILBERT SOCIETY INC
41 MALL ROADBURLINGTONMA01805464371382SUPPORTMA501(C)(3)7LAHEY HEALTH SHARED SERVICES INCYes (1)
ANNA JAQUES COMMUNITY HEALTH FOUNDATION
25 HIGHLAND AVENEWBURYPORTMA01950043318952FUNDRSG ORGMA501(C)(3)12A, IANNA JAQUES HOSPITAL INCYes (1)
ANNA JAQUES HOSPITAL INC
25 HIGHLAND AVENEWBURYPORTMA01950042104338HEALTHCAREMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
ASSOC PHYS HARVARD MED FAC PHY AT BIDMC
375 LONGWOOD AVEBOSTONMA02215320058309TO PROVIDE EMERGENCY MEDICAL SERVICESMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
BAIM INSTITUTE OF CLINICAL RESEARCH INC FKA HCRI
930 COMMONWEALTH AVEBOSTONMA02215043521077SCIENTIFIC & MEDICAL RESEARCHMA501(C)(3)7Yes (1)N/A
BETH ISRAEL DEACONESS HOSPITAL - MILTON INC
199 REEDSDALE RDMILTONMA02186042103604HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM INC
148 CHESTNUT STNEEDHAMMA02492043229679HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC
275 SANDWICH STPLYMOUTHMA02360222667354HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVEBOSTONMA02215042103881THE OPERATION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MAMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
BETH ISRAEL LAHEY HEALTH PRIMARY CARE FKA LPCO
41 MALL ROADBURLINGTONMA01805472248298HEALTHCAREMA501(C)(3)10LAHEY HEALTH SHARED SERVICES INCYes (1)
BETH ISRAEL LAHEY HEALTH INC
20 UNIVERSITY ROADCAMBRIDGEMA02138832671600SUPPORTMA501(C)(3)12A, IYes (1)N/A
BI ANAESTHESIA FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042997215SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
BI COMMUNITY FOUNDATION INC
330 BROOKLINE AVE STE 300BOSTONMA02215042776678INACTIVE CORPORATIONMA501(C)(3)7Yes (1)N/A
BI DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC
330 BROOKLINE AVE W/CC-2BOSTONMA02215364803234SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043079630SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215208253452SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043030397SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215204974585SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215020671240SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
BI DERMATOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043117601SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP
482 BEDFORD STREETLEXINGTONMA02420043200113SUPPORTMA501(C)(3)12A, I0N/A
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042794855SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
BIDMC PHARMACY INC
330 BROOKLINE AVEBOSTONMA02215822526816OPERATE A SPECIALTY PHARMACYMA501(C)(3)12A, IBETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
BID-MILTON PHYSICIAN ASSOCIATES INC FKA MHF
199 REEDSDALE RDMILTONMA02186222566792PROMOTE HEALTHCAREMA501(C)(3)12A, IBETH ISRAEL DEACONESS HOSPITAL - MILTONYes (1)
BIH PATHOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215222548374SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
BIH RADIOLOGIC FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042571853SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
CAB HEALTH AND RECOVERY SERVICES INC
199 ROSEWOOD DRIVE SUITE 250DANVERSMA01923042400270SUBSTANCE ABUSEMA501(C)(3)10NORTHEAST BEHAVIORAL HEALTH CORPORATIONYes (1)
CAREGROUP PARMENTER HOME CARE & HOSPICE INC
330 MOUNT AUBURN STCAMBRIDGEMA02138473111453HOME CARE & HOSPICEMA501(C)(3)12A, IMOUNT AUBURN HOSPITALYes (1)
CAREGROUP INC
109 BROOKLINE AVE STE 300BOSTONMA02215222629185OVERSEE FINANCIAL HEALTH OF AFFILIATESMA501(C)(3)12C, III-FI0N/A
CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH
330 BROOKLINE AVEBOSTONMA02215043326928DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCHMA501(C)(3)12A, I0N/A
COMMUNITY PHYSICIAN ASSOCIATES INC
199 REEDSDALE RDMILTONMA02186043243146OUTPATIENT AND PRIMARY CARE SERVICESMA501(C)(3)3MILTON HOSPITAL FOUNDATIONYes (1)
CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
185 PILGRIM ROADBOSTONMA02215043242952SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVEBOSTONMA02215222768204GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERSMA501(C)(3)10BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
HEALTH AND EDUCATION HOUSING SERVICES
199 ROSEWOOD DRIVEDANVERSMA01923223232914HUD HOUSINGMA501(C)(3)10NORTHEAST BEHAVIORAL HEALTH CORPORATIONYes (1)
JORDAN HEALTH SYSTEMS INC
275 SANDWICH STPLYMOUTHMA02360042103805PROMOTE HEALTHCAREMA501(C)(3)7BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
JORDAN PHYSICIANS ASSOCIATES INC
275 SANDWICH STPLYMOUTHMA02360043228556OUTPATIENT AND PRIMARY CARE SERVICESMA501(C)(3)10JORDAN HEALTH SYSTEMS INCYes (1)
LAHEY CLINIC CANADIAN FOUNDATION
FUNDRSG ORGNON-US0N/A130 KING STREET WESTTORONTOCACA
LAHEY CLINIC FOUNDATION INC
41 MALL ROADBURLINGTONMA01805042323457SUPPORTMA501(C)(3)7BETH ISRAEL LAHEY HEALTH INCYes (1)
LAHEY CLINIC HOSPITAL INC
41 MALL ROADBURLINGTONMA018050001042704686HEALTHCAREMA501(C)(3)3LAHEY CLINIC FOUNDATION INCYes (1)
LAHEY CLINIC INC
41 MALL ROADBURLINGTONMA018050001042704683HEALTHCAREMA501(C)(3)10LAHEY CLINIC FOUNDATION INCYes (1)
LAHEY HEALTH SHARED SERVICES INC
41 MALL ROADBURLINGTONMA01805043178972ADMINISTRATIONMA501(C)(3)10BETH ISRAEL LAHEY HEALTH INCYes (1)
LAHEY HEALTH SYSTEMS INC
41 MALL ROADBURLINGTONMA01805611665701SUPPORTMA501(C)(3)12C, III-FI0N/A
LONGWOOD MEDICAL ENERGY COLLABORATIVE
160 LONGWOOD AVENUEBOSTONMA02215043476764COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMSMA501(C)(3)12A, IYes (1)N/A
LONGWOOD MEDICAL INTL FOUNDATION
375 LONGWOOD AVENUEBOSTONMA02215043208878INACTIVE CORPORATIONMA501(C)(3)12A, IHMFP AT BIDMCYes (1)
MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE
400 HUNNEWELL STNEEDHAMMA02494042810972OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICESMA501(C)(3)10BETH ISRAEL DEACONESS MEDICAL CENTERYes (1)
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN STCAMBRIDGEMA02138042103606HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONSMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
MOUNT AUBURN PROFESSIONAL SERVICES INC
330 MOUNT AUBURN STCAMBRIDGEMA02138043026897OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICESMA501(C)(3)12A, IMOUNT AUBURN HOSPITALYes (1)
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVEBOSTONMA02120042103612ORTHOPEDIC SPECIALTY HOSPITALMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
125 PARKER HILL AVEBOSTONMA02120043235796OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBHMA501(C)(3)3NEW ENGLAND BAPTIST HOSPITALYes (1)
NORTHEAST BEHAVIORAL HEALTH CORPORATION
199 ROSEWOOD DRIVEDANVERSMA01923042777145HEALTHCAREMA501(C)(3)10BETH ISRAEL LAHEY HEALTH INCYes (1)
NORTHEAST HEALTH SYSTEM INC
85 HERRICK STBEVERLYMA01915043240453SUPPORTMA501(C)(3)12A, ILAHEY HEALTH SHARED SERVICES INCYes (1)
NORTHEAST HOSPITAL CORPORATION
85 HERRICK STREETBEVERLYMA01915042121317HEALTHCAREMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
NORTHEAST MEDICAL PRACTICE INC
85 HERRICK STBEVERLYMA01915043201853HEALTHCAREMA501(C)(3)10NORTHEAST HOSPITAL CORPORATIONYes (1)
NORTHEAST PROFESSIONAL REGISTRY OF NURSES
800NCUMMINGS CENTERBEVERLYMA01915201287349HEALTHCAREMA501(C)(3)10NORTHEAST SENIOR HEALTH CORPORATIONYes (1)
NORTHEAST SENIOR HEALTH CORPORATION
85 HERRICK STREETBEVERLYMA01915042731137HEALTHCAREMA501(C)(3)10LAHEY HEALTH SHARED SERVICES INCYes (1)
SEACOAST AFFILIATED GROUP PRACTICE INC
25 HIGHLAND AVENEWBURYPORTMA01915043485648PHYSICIAN GROUPMA501(C)(3)10ANNA JAQUES HOSPITAL INCYes (1)
SEACOAST NURSING AND REHABILITION CENTER
300 WASHINGTON STGLOUCESTERMA01930041305001HEALTHCAREMA501(C)(3)10LAHEY HEALTH SHARED SERVICES INCYes (1)
SEACOAST REGIONAL HEALTH SYSTEMS INC
25 HIGHLAND AVENEWBURYPORTMA01915222814214SUPPORT ORGMA501(C)(3)12A, I0N/A
SEACOAST REGIONAL MRI INC
25 HIGHLAND AVENEWBURYPORTMA01915320443663HEALTH SVCSMA501(C)(3)100N/A
WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC
41 HIGHLAND AVENUEWINCHESTERMA01890223137856ACOMA501(C)(3)12A, IWINCHESTER HEALTHCARE MANAGEMENT INCYes (1)
WINCHESTER HEALTHCARE MANAGEMENT INC
41 HIGHLAND AVENUEWINCHESTERMA01890222701817MANAGEMENTMA501(C)(3)12A, ILAHEY HEALTH SHARED SERVICES INCYes (1)
WINCHESTER HOSPITAL
41 HIGHLAND AVENUEWINCHESTERMA018900000042104434HEALTHCAREMA501(C)(3)3BETH ISRAEL LAHEY HEALTH INCYes (1)
WINCHESTER HOSPITAL FOUNDATION INC
41 HIGHLAND AVENUEWINCHESTERMA01890043399570SUPPORTMA501(C)(3)12A, IWINCHESTER HEALTHCARE MANAGEMENT INCYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctUBI Code VUBICodeVAmt
BIDCO PHYSICIAN LLC
ONE UNIVERSITY AVE NORTH ENTRANCEWESTWOODMA02090461589743COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAEXCLUDED00
BIDCO HOSPITAL LLC
247 STATION DRIVE NORTHWEST 1WESTWOODMA02090461643790COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMCMAEXCLUDED00-$330,075$55,0290.03400
CAREGROUP CLINICAL RESEARCH LLC
109 BROOKLINE AVENUEBOSTONMA02215300228711TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIPMAEXCLUDED00
CAREGROUP INVESTMENT PARTNERSHIP LLP
109 BROOKLINE AVENUEBOSTONMA02215043278109INVESTMENT PARTNERSHIPMAEXCLUDED00
PHYSICIAN PROFESSIONAL SERVICES LLP
10 CABOT ROADMEDFORDMA02215043275078TO PROVIDE MEDICAL BILLING SERVICESMAEXCLUDED00$946,531$19,787,4410.02100-$47,186
NEW ENGLAND BAPTIST ORTHOPEDIC NETWORK LLC
125 PARKER HILL AVEBOSTONMA02120465120176TO PROVIDE ORTHOPEDIC MEDICAL SERVICESMAEXCLUDED00
WINCHESTER HOSPITALSHIELDS MRI LLC
700 CONGRESS STQUINCYMA02169462523117MRI SERVICESMAEXCLUDED00
SHIELDS IMAGING AT ANNA JAQUES HOSPITAL LLC
700 CONGRESS ST STE 204QUINCYMA02169383989358MRI SERVICESMAEXCLUDED00
HAVERHILL MOB LLC
50 CHESTNUT STNEEDHAMMA02492812856118MEDICAL OFFICE BUILDINGMAEXCLUDED00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
JORDAN COMMUNITY ACO INC
275 SANDWICH STPLYMOUTHMA02360454047430COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTHMAN/ACYes (1)
GREATER NEWBURYPORT MANAGEMENT SERVICES ORGANIZATION INC
25 HIGHLAND AVENEWBURYPORTMA01950161744477MANAGEMENT SERVICESMAN/ACYes (1)
LAHEY CLINIC INSURANCE CO LTD
INSURANCEN/ACYes (1)CRAIG APPIN HOUSE PO BOX HM 2450HAMILTONBDBD
LEDGEWOOD HEALTHCARE CORPORATION
680 SOUTH FOURTH STREETLOUISVILLEKY40202042855189NURSING HOMEKYN/ACYes (1)
NORTHEAST PROPRIETARY CORP
85 HERRICK STREETBEVERLYMA01915042855191MEDICAL SERVICESMAN/ACYes (1)
WINCHESTER PHYSICIAN ASSOCIATES INC
41 HIGHLAND AVEWINCHESTERMA01890043262963MANAGEMENT SERVICESMAN/ACYes (1)
WINCHESTER HEALTHCARE ENTERPRISES INC
41 HIGHLAND AVEWINCHESTERMA01890042932059MANAGEMENT SERVICESMAN/ACYes (1)
WINCHESTER PHYSICIAN HOSPITAL ORGANIZATION INC
41 HIGHLAND AVEWINCHESTERMA01890472646454PHYS HOSP ORGMAN/ACYes (1)
NORTHEAST HEALTH SYSTEMS PHYSICIAN HOSPITAL ORGANIZATION INC
500 CUMMINGS CENTER STE 6500BEVERLYMA01915043258053MEDICAL SERVICESMAN/ACYes (1)
NORTHEAST PHYSICIAN PRACTICE
85 HERRICK STREETBEVERLYMA01915043285837PHYSICIAN OFFICEMAN/ACYes (1)
NPP SUPPORT SERVICES
85 HERRICK STREETBEVERLYMA01915042721511PHYSICIAN OFFICEMAN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BETH ISRAEL LAHEY HEALTH INC
R$974,169FMV
BETH ISRAEL DEACONESS MEDICAL CENTER
S$132,450FMV
BETH ISRAEL DEACONESS MEDICAL CENTER
P$3,630,121FMV
BETH ISRAEL DEACONESS MEDICAL CENTER
P$116,027FMV
MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE
A$73,822FMV
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
Q$282,084FMV
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
P$7,237,829FMV
BIDCO HOSPITAL LLC
P$312,813FMV
BIDCO HOSPITAL LLC
Q$97,072FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I - V:FormAndLineReferenceDesc
ExplanationAS 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