2019-08-13T13:53:04-05:00 2018-09-30 861065772 DELOITTE TAX LLP TWO JERICHO PLAZA JERICHO NY 11753 990 2017-10-01 222768204 HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER INC HARV 6176329744 375 LONGWOOD AVENUE 3RD FLOOR BOSTON MA 02215 ALEXANDRA KIMBALL PRESIDENT & CEO 6176329744 2019-08-13 0 CHRISTINE KAWECKI P00743140 5169187000 71.79.13.120 2019-08-13 12:55:51 ED P 7E530C01EC0DBF1FFF79A5BAD1379F9D370DED1E 7E530C01EC0DBF1FFF79A5BAD1379F9D370DED1E 2017 2019-02-21 02:37:17Z ALEXA B KIMBALL MD MPH 375 LONGWOOD AVENUE 3RD FLOOR BOSTON MA 02215 530779145 0 X WWW.HMFP.CAREGROUP.ORG X 1998 MA SEE SCHEDULE O. 23 4 1421 3 5651421 2354500 0 0 495137014 527523143 2120937 3256002 0 0 497257951 530779145 258639 179903 0 0 417595299 432727104 0 0 0 75404364 81219458 493258302 514126465 3999649 16652680 227586531 248059460 87970669 89848334 139615862 158211126 X SEE SCHEDULE O. 0 0 343208282 124651 361707552 PATIENT SERVICES - SEE SCHEDULE O. 32926880 11959 34701672 TEACHING - SEE SCHEDULE O. 33700778 12240 35517284 RESEARCH - SEE SCHEDULE O. 85500095 31053 90108636 OTHER - SEE SCHEDULE O. 85500095 31053 90108636 495336035 1 0 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 X 188 0 1 1421 1 1 1 0 0 0 0 0 0 0 0 0 X 23 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 MA X AMY GUAY 7815282856 375 LONGWOOD AVENUE 3RD FLOOR BOSTON MA 02215 BARNETT MD SHEILA DIRECTOR 12.00 48.00 X 95301 381203 85720 CHAIKOF MD PHD ELLIOT L DIR (EX-OFF.) & SURGERY CHAIR 33.00 32.00 X 530893 530893 119926 GEBHARDT MD MARK C DIR (EX-OFF) 33.00 32.00 X 421578 421578 88152 GREENBERG MD WILLIAM DIR (EX-OFF) & PSYCH CHAIR 33.00 32.00 X 251220 251220 50360 KIMBALL MD MPH ALEXA B DIR (EX-OFF), PRESIDENT & CEO 60.00 5.00 X X 882658 0 79251 KRUSKAL MD PHD JONATHAN B DIR (EX-OFF) & RADIOLOGY CHAIR 33.00 32.00 X 377772 377772 66602 MCDERMOTT ESQ SHAW DIRECTOR 1.00 0.00 X 0 0 0 MEHTA MD MPH TEJAS S DIR & CHF OF BR IMG, RAD DEPT 59.00 1.00 X 374766 0 70331 OLBRICHT MD SUZANNE DIRECTOR (EX-OFF) & DERM CHAIR 33.00 32.00 X 297057 297057 69890 PURSLEY MD DEWAYNE M DIR (EX-OFF) & NEONAT CHAIR 33.00 32.00 X 321065 321065 85760 RICCIOTTI MD HOPE A DIR (EX-OFF) & OBGYN CHAIR 33.00 32.00 X 330453 330453 86978 SAFFITZ MD PHD JEFFREY E DIR (EX-OFF) & PATHOLOGY CHAIR 33.00 32.00 X 327802 327802 53804 SAPER MD CLIFFORD B DIR (EX-OFF) & NEURO CHAIR 33.00 32.00 X 282559 282559 61686 SINGER MBA PHD SARAH J DIRECTOR 1.00 0.00 X 0 0 0 STEVENSON MD PHD MARY ANN CHAIR/EXO DIR/CLRK/RADONC CHR 33.00 32.00 X X 369746 369746 76474 SWARTZ PHD KATHERINE DIRECTOR 60.00 0.00 X 0 0 0 TABB MD KEVIN DIRECTOR (EX-OFFICIO) 1.00 64.00 X 0 1594288 204209 TALMOR MD MPH DANIEL DIR. (EX-OFF) & ANES CHAIRMAN 33.00 32.00 X 377150 377150 85720 UHL MD LYNNE DIR; CHIEF, LAB & TRANSF. DIV. 59.00 1.00 X 388132 0 66759 WASHINGTON MD VINDELL DIRECTOR 1.00 0.00 X 0 0 0 WEE MD MPH CHRISTINA DIRECTOR 60.00 0.00 X 229375 0 26894 WOLF MD JACQUELINE DIRECTOR; GASTROENTEROLOGIST 60.00 0.00 X 221740 0 44571 WOLFE MD RICHARD E DIR (EX-OFF) & EMER MED CHAIR 33.00 32.00 X 313087 313087 57564 ZALE DONALD DIRECTOR 1.00 0.00 X 0 0 0 ZEIDEL MD MARK L DIRECTOR (EX-OFF) & MED CHAIR 33.00 32.00 X 392009 392009 72380 GUAY AMY TREASURER, CFO, VP OF FINANCE 55.00 5.00 X 458572 0 68810 ARROYO MD JORGE DOC MGMT RSCHASSOC PROFESSOR 60.00 0.00 X 1163329 0 67890 KHABBAZ MD KAMAL DOC CLIN RSCH MGMT ASSOC PROF 60.00 0.00 X 1160236 0 82187 LEE MD BERNARD DOC CLIN RSCH MGMT PROFESSOR 60.00 0.00 X 1026463 0 86938 ROZENTAL MD TAMARA DOC HMS FT ASST PROF 60.00 0.00 X 1033249 0 78287 WHITE MD ANDREW DOC HMS FT INSTRUCTOR 60.00 0.00 X 933355 0 80162 ROSENBERG MD STUART A FRMR -DIR (EX-OFF), PRES & CEO 0.00 1.00 X 272686 0 0 STERN MD ROBERT S FRMR DIR (EX-OFF) & DERM CHAIR 33.00 32.00 X 343180 343180 89268 13175433 6911062 2106573 1150 1 1 0 BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVENUE BOSTON MA 02215 SUPPORT SERVICES 256451405 CHANGE HEALTHCARE 5995 WINDWARD PKWY ALPHARETTA GA 30005 PROFESSIONAL BILLING SERVICES 4474992 ANESTHESIA FINANCIAL SOLUTIONS LLC 144 GOULD STREET SUITE 150 SUITE NEEDHAM MA 02494 PROFESSIONAL BILLING SERVICES 2618541 MEDICAL HEALTHCARE SOLUTIONS INC 300 BRICKSTONE SQUARE ANDOVER MA 01810 PROFESSIONAL BILLING SERVICES 1383248 LOGIXHEALTH INC 8 OAK PARK DRIVE BEDFORD MA 01730 PROFESSIONAL BILLING SERVICES 942623 63 PATIENT SERVICE 900099 361707552 361707552 OTHER MEDICAL SERVICES 541700 95596635 90108636 5487999 RESEARCH 611710 35517284 35517284 TEACHING 541700 34701672 34701672 527523143 1387824 74970 1312854 1868178 0 1868178 1868178 88452 1779726 530779145 522035144 5651421 3092580 179903 179903 8104343 4018810 4085533 660500 660500 349352588 340842355 8510233 33574353 32483335 1091018 26113385 25264816 848569 14921935 14437038 484897 624832 268184 356648 22046 21385 661 390050 365285 24765 5813730 5584899 228831 2930983 2617925 313058 5137385 4291943 845442 1024065 941083 82982 819333 774061 45272 854536 764921 89615 11257 10919 338 PHYSICIAN FEES 21802345 21752709 49636 PROF. LIAB. INSURANCE 14601340 14142627 458713 BILLING SERVICE FEES 13755549 13755549 PARKING 3259203 3185865 73338 10172804 8971923 1200881 514126465 495336035 18790430 0 21079259 20592452 20411145 22795114 131353 146158 11240529 7105843 2788041 4134686 98385085 102133288 10261009 10977356 74530639 87280406 227586531 248059460 21994983 22623222 5093039 3025388 60882647 64199724 87970669 89848334 X 139615862 158211126 139615862 158211126 227586531 248059460 X 16652680 1027330 915254 X X 0 1 X 1 0 X 2478248 2040996 660848 5180092 447175841 477291401 488994579 489771548 522035144 2425268513 449654089 479332397 489655427 489771548 522035144 2430448605 0 0 0 2430448605 597911 564972 918984 1281179 1312854 4675900 597911 564972 918984 1281179 1312854 4675900 90979 2354500 2445479 450252000 479897369 490665390 491052727 525702498 2437569984 0.99710 0.99840 0.00190 0.00150 X 0 0 0 0 0 0 0 0 1 0 PART II-B, LINE 1: BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) OCCASIONALLY ENGAGES IN LOBBYING EFFORTS ON BEHALF OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) AND OTHER AFFILIATED NETWORK ENTITIES. ADDITIONALLY, HMFP MAY PAY DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS, A PIECE OF WHICH MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. HMFP TOTAL LOBBYING EXPENDITURES WERE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. 4559840 1828550 2731290 6680689 5277293 1403396 4134686 CAREGROUP INVESTMENT PARTNERSHIP, LLP 77043153 F SAWGRASS 25090135 F 102133288 OTHER CURRENT ASSETS 15021050 DUE FROM AFFILIATES 21319963 PROFESS LIAB REINSUR RECOVERY 50939393 87280406 PROFESSIONAL LIABILITY 64199724 64199724 X 635399000 1027330 103592525 104619855 530779145 0 530779145 612637000 98510535 98510535 514126465 0 514126465 PART X, LINE 2: THE TEXT OF THE FOOTNOTE TO THE CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS IS AS FOLLOWS: HMFP AND CERTAIN OF ITS SUBSIDIARIES HAVE BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3) AND, THEREFORE, ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE COMPANY 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 THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT. CHANGES IN RECOGNITION IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. HMFP DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN EITHER 2018 OR 2017. ON DECEMBER 22, 2017, THE PRESIDENT OF THE UNITED STATES SIGNED INTO LAW H.R. 1, ORIGINALLY KNOWN AS THE TAX CUTS AND JOBS ACTS. THE NEW LAW (PUBLIC LAW NO. 115-97) INCLUDES SUBSTANTIAL CHANGES TO THE TAXATION OF INDIVIDUALS, BUSINESSES, MULTINATIONAL ENTERPRISES AND OTHERS. IN ADDITION TO THE MANY GENERALLY APPLICABLE PROVISIONS, THE LAW CONTAINS SEVERAL SPECIFIC PROVISIONS THAT RESULT IN CHANGES TO THE TAX TREATMENT OF TAX-EXEMPT ORGANIZATIONS AND THEIR DONORS. THE COMPANY HAS REVIEWED ITS PROVISIONS AND THE POTENTIAL IMPACT OF THE LAW AND CONCLUDED THAT THE ENACTMENT OF H. R. 1 WILL NOT HAVE A MATERIAL EFFECT ON THE OPERATIONS OF THE ORGANIZATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED AFFILIATES REVENUE NET OF ELIMINATIONS 103,592,525. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED AFFILIATES EXPENSE NET OF ELIMINATIONS 98,510,535. CENTRAL AMERICA & THE CARIBBEAN 0 0 INVESTMENTS 11243323 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 1724623 NORTH AMERICA 0 0 INVESTMENTS 375073 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES TRAVEL 11519 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAVEL 117435 MIDDLE EAST & NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL 31373 NORTH AMERICA 0 0 PROGRAM SERVICES TRAVEL 87177 SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL 3236 SOUTH ASIA 0 0 PROGRAM SERVICES TRAVEL 4274 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TRAVEL 16445 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 UNRELATED BUSINESS HEALTHCARE CONSULTING 174309 MIDDLE EAST & NORTH AFRICA 0 0 UNRELATED BUSINESS HEALTHCARE CONSULTING 1542688 EAST ASIA & THE PACIFIC 0 0 UNRELATED BUSINESS HEALTHCARE CONSULTING 560358 0 0 0 0 0 0 13593759 2298074 15891833 1 0 1 1 1 1 SCHEDULE F, PART IV, QUESTION 3: ALTHOUGH HMFP HAD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN CORPORATION DURING THE TAX YEAR, IT DID NOT MEET ANY OF THE FIVE CATEGORIES OF REQUIRED FILER AND AS SUCH WAS NOT REQUIRED TO FILE FORM 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS. SCHEDULE F, PART IV, QUESTION 4: ALTHOUGH HMFP WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, BIDMC WAS NOT REQUIRED TO FILE FORM 8621, INFORMATION RETURNS BY A SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND. SCHEDULE F, PART IV, QUESTION 5: ALTHOUGH HMFP HELD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN PARTNERSHIP DURING THE TAX YEAR, THE INTEREST DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS. 0 BID-NEEDHAM 148 CHESTNUT STREET NEEDHAM MA 02492 043229679 501(C)(3) 34500 GENERAL SUPPORT THE GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 042717782 501(C)(3) 22000 GALA SUPPORT APGO 860 WINTER STREET WALTHAM MA 02451 223234975 501(C)(3) 10000 GENERAL SUPPORT BID-MILTON 199 REEDSDALE ROAD MILTON MA 02186 042103601 501(C)(3) 23900 GENERAL SUPPORT PHYSICIAN HEALTH SERVICES INC 199 REEDSDALE ROAD MILTON MA 02186 042103601 501(C)(3) 20000 GENERAL SUPPORT ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION 6300 NORTH RIVER ROAD STE 700 ROSEMONT IL 60018 366009467 501(C)(3) 18000 GENERAL SUPPORT ARTHRITIS FOUNDATION NEW ENGLAND REGION 29 CRAFTS STREET NEWTON MA 02458 581341679 501(C)(3) 11300 GENERAL SUPPORT BIDN CANCER CENTER 330 BROOKLINE AVENUE BOSTON MA 02215 042103881 501(C)(3) 20000 GENERAL SUPPORT 8 0 PART I, LINE 2: DURING THE PERIOD COVERED BY THIS FILING, HMFP MADE UNRESTRICTED GIFTS TO ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. SEVERAL OF THESE ENTITIES ARE ENTITIES WITHIN HMFP'S NETWORK OF AFFILIATES AND ARE LISTED IN THIS FORM 990 SCHEDULE R PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS. THESE GIFTS WERE MADE AS UNRESTRICTED SUPPORT TO AFFILIATES WHICH SHARE HMFP'S TAX-EXEMPT MISSION. UNRESTRICTED SUPPORT DONATED TO ENTITIES NOT REPORTED IN THIS FORM 990 SCHEDULE R PART II, WAS DONATED TO OTHER ENTITIES EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND WHICH SHARE HMFP'S PURPOSES. THESE ORGANIZATIONS WERE SELECTED BECAUSE OF THE COMMON MISSIONS AND THEIR TAX EXEMPT STATUS. X 0 1 X X X X 1 1 0 0 0 0 0 1 1 1 BARNETT MD SHEILA DIRECTOR 88554 354214 3660 14640 3087 12349 10800 43200 6344 25376 112445 449779 0 0 CHAIKOF MD PHD ELLIOT L DIR (EX-OFF.) & SURGERY CHAIR 522384 522384 0 0 8509 8509 39780 39780 20183 20183 590856 590856 0 0 GEBHARDT MD MARK C DIR (EX-OFF) 410871 410871 0 0 10707 10707 32288 32288 11788 11788 465654 465654 0 0 GREENBERG MD WILLIAM DIR (EX-OFF) & PSYCH CHAIR 245308 245308 0 0 5912 5912 14850 14850 10330 10330 276400 276400 0 0 KIMBALL MD MPH ALEXA B DIR (EX-OFF), PRESIDENT & CEO 724061 0 147700 0 10897 0 37800 0 41451 0 961909 0 0 0 KRUSKAL MD PHD JONATHAN B DIR (EX-OFF) & RADIOLOGY CHAIR 371175 371175 0 0 6597 6597 16200 16200 17101 17101 411073 411073 0 0 MEHTA MD MPH TEJAS S DIR & CHF OF BR IMG, RAD DEPT 343631 0 22400 0 8735 0 32400 0 37931 0 445097 0 0 0 OLBRICHT MD SUZANNE DIRECTOR (EX-OFF) & DERM CHAIR 290446 290446 0 0 6611 6611 27000 27000 7945 7945 332002 332002 0 0 PURSLEY MD DEWAYNE M DIR (EX-OFF) & NEONAT CHAIR 313867 313867 0 0 7198 7198 27000 27000 15880 15880 363945 363945 0 0 RICCIOTTI MD HOPE A DIR (EX-OFF) & OBGYN CHAIR 325420 325420 0 0 5033 5033 25313 25313 18176 18176 373942 373942 0 0 SAFFITZ MD PHD JEFFREY E DIR (EX-OFF) & PATHOLOGY CHAIR 318085 318085 0 0 9717 9717 16992 16992 9910 9910 354704 354704 0 0 SAPER MD CLIFFORD B DIR (EX-OFF) & NEURO CHAIR 275786 275786 0 0 6773 6773 19064 19064 11779 11779 313402 313402 0 0 STEVENSON MD PHD MARY ANN CHAIR/EXO DIR/CLRK/RADONC CHR 362330 362330 0 0 7416 7416 25313 25313 12924 12924 407983 407983 0 0 TABB MD KEVIN DIRECTOR (EX-OFFICIO) 0 1088019 0 485375 0 20894 0 158280 0 45929 0 1798497 0 0 TALMOR MD MPH DANIEL DIR. (EX-OFF) & ANES CHAIRMAN 372391 372391 0 0 4759 4759 27000 27000 15860 15860 420010 420010 0 0 UHL MD LYNNE DIR; CHIEF, LAB & TRANSF. DIV. 360519 0 15000 0 12613 0 32400 0 34359 0 454891 0 0 0 WEE MD MPH CHRISTINA DIRECTOR 224394 0 1404 0 3577 0 24750 0 2144 0 256269 0 0 0 WOLF MD JACQUELINE DIRECTOR; GASTROENTEROLOGIST 213115 0 0 0 8625 0 24201 0 20370 0 266311 0 0 0 WOLFE MD RICHARD E DIR (EX-OFF) & EMER MED CHAIR 304832 304832 0 0 8255 8255 16200 16200 12582 12582 341869 341869 0 0 ZEIDEL MD MARK L DIRECTOR (EX-OFF) & MED CHAIR 382881 382881 0 0 9128 9128 23282 23282 12908 12908 428199 428199 0 0 GUAY AMY TREASURER, CFO, VP OF FINANCE 390055 0 59918 0 8599 0 32400 0 36410 0 527382 0 0 0 ARROYO MD JORGE DOC MGMT RSCHASSOC PROFESSOR 1150828 0 3709 0 8792 0 50625 0 17265 0 1231219 0 0 0 KHABBAZ MD KAMAL DOC CLIN RSCH MGMT ASSOC PROF 1056385 0 90502 0 13349 0 50625 0 31562 0 1242423 0 0 0 LEE MD BERNARD DOC CLIN RSCH MGMT PROFESSOR 966268 0 51000 0 9195 0 50625 0 36313 0 1113401 0 0 0 ROZENTAL MD TAMARA DOC HMS FT ASST PROF 592864 0 431011 0 9374 0 48600 0 29687 0 1111536 0 0 0 WHITE MD ANDREW DOC HMS FT INSTRUCTOR 740989 0 183719 0 8647 0 48600 0 31562 0 1013517 0 0 0 ROSENBERG MD STUART A FRMR -DIR (EX-OFF), PRES & CEO 0 0 12985 0 259701 0 0 0 0 0 272686 0 0 0 STERN MD ROBERT S FRMR DIR (EX-OFF) & DERM CHAIR 329125 329125 0 0 14055 14055 33892 33892 10742 10742 387814 387814 0 0 PART I, LINE 1B THE POLICIES OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER INCLUDE THE PROVISION THAT THE ORGANIZATION WILL PAY FOR A MEMBERSHIP IN LIMITED CIRCUMSTANCES WHEN IT IS USED PRINCIPALLY FOR BONA FIDE BUSINESS PURPOSES NECESSARY TO ADVANCE THE CHARITABLE MISSION OF THE ORGANIZATION, SUBJECT TO ADVANCE APPROVAL BY SENIOR OFFICIALS. PART I, LINE 7 HMFP EXECUTIVES: HMFP'S EXECUTIVE COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON THE ACHIEVEMENT OF ANNUAL GOALS AND OBJECTIVES FOR THE ORGANIZATION AND ON AN INDIVIDUAL LEVEL. THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE IS REVIEWED AND APPROVED BY HMFP'S COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, IS FULLY STAFFED BY INDEPENDENT MEMBERS. SEE FORM 990 PART VI SECTION B LINE 15A AND 15B FOR ADDITIONAL INFORMATION ON THE HMFP COMPENSATION COMMITTEE. BIDMC CHIEFS/HMFP CHAIRS OF SERVICE: AS NOTED THROUGHOUT THIS FILING, HMFP IS THE DEDICATED PHYSICIAN PRACTICE OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), A TERTIARY CARE ACADEMIC MEDICAL CENTER KNOWN FOR EXEMPLARY CARE AND CUTTING EDGE TEACHING AND RESEARCH AND A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL. THE HMFP CHAIRS OF SERVICE ALSO SERVE AS THE BIDMC CHIEFS OF SERVICE AND THESE INDIVIDUALS' COMPENSATION PACKAGES ARE ANNUALLY REVIEWED AND APPROVED BY THE HMFP COMPENSATION COMMITTEE WHICH IS COMPOSED OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. IN SETTING COMPENSATION FOR THE HMFP CHAIRS, THE COMPENSATION COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEYS AND STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM AND THEN VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS. SEE FORM 990 PART VI SECTION B LINE 15A AND 15B FOR ADDITIONAL INFORMATION. HMFP PHYSICIANS (OTHER THAN HMFP EXECUTIVES AND CHAIRS OF SERVICE): EACH DEPARTMENT MAINTAINS A COMPREHENSIVE PHYSICIAN COMPENSATION STRUCTURE WHICH IS APPROVED BY THE HMFP COMPENSATION COMMITTEE. EACH SUCH STRUCTURE PROVIDES FOR PHYSICIAN INCENTIVE COMPENSATION. INCENTIVE PAYMENTS MADE PURSUANT TO THESE ARRANGEMENTS ARE REVIEWED BY THE HMFP CFO PRIOR TO PROCESSING PAYMENT TO ENSURE THAT THE CALCULATIONS ARE ACCURATE AND REASONABLE. PART I, LINE 8 DR. ALEXA KIMBALL COMMENCED HER POSITION AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HMFP AND APHMFP DURING THE 2016 CALENDAR YEAR. ALL AMOUNTS PAID TO DR. KIMBALL DURING THE CALENDAR YEAR 2017 AND REPORTED IN THIS FORM 990 WERE PAID PURSUANT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-4(A)(3) AND HMFP FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-6(C) IN SETTING DR. KIMBALL'S COMPENSATION. PART I, LINE 4A: AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THE FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 IS CALENDAR YEAR 2017 DETAIL. DR. ROSENBERG RETIRED AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF HMFP ON SEPTEMBER 1, 2016 AND BECAME ELIGIBLE FOR SEPARATION PAY AT THAT TIME. SEVERANCE PAID HAS BEEN REPORTED IN THIS FORM 990 SCHEDULE J PART II IN OTHER REPORTABLE COMPENSATION. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. PART I, LINE 4B: AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN HMFP'S FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 IS CALENDAR YEAR 2017 DETAIL. DURING THE 2017 CALENDAR YEAR, CERTAIN CURRENT OR FORMER HMFP DIRECTORS REPORTED IN PART VII AND ON THIS SCHEDULE J PARTICIPATED 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. SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: 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. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND BETH ISRAEL DEACONESS MEDICAL CENTER MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS HMFP AND BIDMC RESPECTIVELY. IN ADDITION, THE ENTITIES BELOW MAY BE REFERENCED AS FOLLOWS: - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION, INC. (SURGERY FDN.) - BETH ISRAEL DEACONESS ORTHOPAEDIC SURGERY FOUNDATION (ORTHOPAEDIC SURGERY FDN) - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION (PSYCHIATRY FDN) - BIH RADIOLOGIC FOUNDATION, INC. (RADIOLOGY FDN) - BETH ISRAEL ANAESTHESIA FOUNDATION, INC. (BIAF); - BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION (EMERGENCY MEDICINE FDN) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION, INC. (BIDDM) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION, INC. (OB/GYN FDN) - BIH PATHOLOGY FOUNDATION, INC. (PATHOLOGY FDN) - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION (NEONATOLOGY FDN) - BETH ISRAEL DERMATOLOGY FOUNDATION (DERMATOLOGY FDN) - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION (NEUROLOGY FDN) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BID-NEEDHAM) - BETH ISRAEL DEACONESS HOSPITAL - MILTON (BID-MILTON) - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. (LMIF) - MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG) BARNETT, M.D., SHEILA DIRECTOR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF ANESTHESIOLOGY - BETH ISRAEL DEACONESS HOSPITAL - MILTON DR. BARNETT'S TERM ON THE HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER BOARD BEGAN MARCH 26, 2018. DR. BARNETT DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. BARNETT PERFORMS SERVICES FOR BOTH HMFP AND BID-MILTON. AS REQUIRED BY FORM 990, ALTHOUGH DR. BARNETT IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. BARNETT'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 88,554 INCENTIVE COMPENSATION: 3,660 OTHER REPORTABLE COMPENSATION: 3,087 DEFERRED COMPENSATION: 10,800 NON-TAXABLE BENEFITS: 6,344 PAYMENTS REPORTED BY BID-MILTON: BASE COMPENSATION: 354,214 INCENTIVE COMPENSATION: 14,640 OTHER REPORTABLE COMPENSATION: 12,349 DEFERRED COMPENSATION: 43,200 NON-TAXABLE BENEFITS: 25,376 CHAIKOF, M.D., PHD, ELLIOT DIRECTOR (EX-OFFICIO) AND CHAIR (SURGERY) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHIEF (SURGERY) - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION JOHNSON & JOHNSON PROFESSOR OF SURGERY - HARVARD MEDICAL SCHOOL DR. CHAIKOF DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. CHAIKOF PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY FORM 990, ALTHOUGH DR. CHAIKOF IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. CHAIKOF'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 522,384 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,509 DEFERRED COMPENSATION: 39,780 NON-TAXABLE BENEFITS: 20,183 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 522,384 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,509 DEFERRED COMPENSATION: 39,780 NON-TAXABLE BENEFITS: 20,183 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2017 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. CHAIKOF'S POSITION AS CHIEF OF SURGERY AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF SURGERY AND JOHNSON & JOHNSON PROFESSOR OF SURGERY, HARVARD MEDICAL SCHOOL: $232,621 BASE AND OTHER REPORTABLE COMPENSATION, $28,934 DEFERRED COMPENSATION AND $4,349 NON-TAXABLE BENEFITS. GEBHARDT, M.D., MARK C. DIRECTOR (EX-OFFICIO) AND CHAIR OF ORTHOPEDIC SURGERY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF ORTHOPEDIC SURGERY - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT - BETH ISRAEL DEACONESS ORTHOPAEDIC SURGERY FOUNDATION FREDERIC W. & JANE M. ILFELD PROFESSOR OF ORTHOPEDIC SURGERY - HARVARD MEDICAL SCHOOL DR. GEBHARDT DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. GEBHARDT PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. GEBHARDT IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. GEBHARDT'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 410,871 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 10,707 DEFERRED COMPENSATION: 32,288 NON-TAXABLE BENEFITS: 11,788 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 410,871 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 10,707 DEFERRED COMPENSATION: 32,288 NON-TAXABLE BENEFITS: 11,788 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY BIDMC AND HMFP FOR THE 2017 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. GEBHARDT'S POSITION AS CHIEF OF ORTHOPEDIC SURGERY AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF ORTHOPEDIC SURGERY AND FREDERIC W. & JAMES M. ILFELD PROFESSOR OF ORTHOPEDIC SURGERY, HARVARD MEDICAL SCHOOL: $97,470 BASE AND OTHER REPORTABLE COMPENSATION, $10,575 DEFERRED COMPENSATION AND $23,325 NON-TAXABLE BENEFITS. SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) GREENBERG, M.D., WILLIAM DIRECTOR (EX-OFFICIO) AND CHAIRMAN OF PSYCHIATRY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF PSYCHIATRY - BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION ASSISTANT PROFESSOR OF PSYCHIATRY - HARVARD MEDICAL SCHOOL DR. GREENBERG DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. GREENBERG PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. GREENBERG IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. GREENBERG'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 245,308 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,912 DEFERRED COMPENSATION: 14,850 NON-TAXABLE BENEFITS: 10,330 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 245,308 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,912 DEFERRED COMPENSATION: 14,850 NON-TAXABLE BENEFITS: 10,330 KIMBALL, M.D., MPH, ALEXA B. PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION DIRECTOR (EX-OFFICIO) - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION,INC. DIRECTOR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORP., D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP PROFESSOR OF DERMATOLOGY - HARVARD MEDICAL SCHOOL DR. KIMBALL DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 724,061 INCENTIVE COMPENSATION: 147,700 OTHER REPORTABLE COMPENSATION: 10,897 DEFERRED COMPENSATION: 37,800 NON-TAXABLE BENEFITS: 41,451 KRUSKAL, M.D., PHD, JONATHAN B. DIRECTOR (EX-OFFICIO) AND CHAIR (RADIOLOGY) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF RADIOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) - BIH RADIOLOGIC FOUNDATION PROFESSOR OF RADIOLOGY - HARVARD MEDICAL SCHOOL DR. KRUSKAL DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. KRUSKAL PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. KRUSKAL IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. KRUSKAL'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 371,175 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,597 DEFERRED COMPENSATION: 16,200 NON-TAXABLE BENEFITS: 17,101 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 371,175 INCENTIVE COMPENSATION:0 OTHER REPORTABLE COMPENSATION: 6,597 DEFERRED COMPENSATION: 16,200 NON-TAXABLE BENEFITS: 17,101 MCDERMOTT, ESQ., SHAW DIRECTOR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER MR. MCDERMOTT DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. MEHTA, M.D., M.P.H., TEJAS S. DIRECTOR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF BREAST IMAGING - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CO-DIRECTOR OF BETH ISRAEL DEACONESS MEDICAL CENTER AND BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM BREASTCARE CENTERS DIRECTOR - BIH RADIOLOGIC FOUNDATION ASSISTANT PROFESSOR OF RADIOLOGY - HARVARD MEDICAL SCHOOL DR. MEHTA'S TERM ON THE HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER BOARD ENDED DECEMBER 18, 2017. DR. MEHTA DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 343,631 INCENTIVE COMPENSATION: 22,400 OTHER REPORTABLE COMPENSATION: 8,735 DEFERRED COMPENSATION: 32,400 NON-TAXABLE BENEFITS: 37,931 SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) OLBRICHT, M.D., SUZANNE DIRECTOR (EX-OFFICIO) AND DERMATOLOGY CHAIR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF DERMATOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT - BETH ISRAEL DERMATOLOGY FOUNDATION DR. OLBRICHT DEVOTES, ON AVERAGE, 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. OLBRICHT PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. OLBRICHT IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. OLBRICHT'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 290,446 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,611 DEFERRED COMPENSATION: 27,000 NON-TAXABLE BENEFITS: 7,945 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 290,446 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,611 DEFERRED COMPENSATION: 27,000 NON-TAXABLE BENEFITS: 7,945 PURSLEY, M.D., DEWAYNE M. DIRECTOR (EX-OFFICIO) AND CHAIR OF NEONATOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF NEONATOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION ASSOCIATE PROFESSOR OF PEDIATRICS - HARVARD MEDICAL SCHOOL DR. PURSLEY DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. PURSLEY PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. PURSLEY IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. PURSLEY'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 313,867 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,198 DEFERRED COMPENSATION: 27,000 NON-TAXABLE BENEFITS: 15,880 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 313,867 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,198 DEFERRED COMPENSATION: 27,000 NON-TAXABLE BENEFITS: 15,880 RICCIOTTI, M.D., HOPE A. DIRECTOR (EX-OFFICIO) AND CHAIR OF OBSTETRICS AND GYNECOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF OBSTETRICS AND GYNECOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION ASSOCIATE PROFESSOR OF OBSTETRICS, GYNECOLOGY AND REPRODUCTIVE BIOLOGY - HARVARD MEDICAL SCHOOL DR. RICCIOTTI DEVOTED, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. RICCIOTTI PERFORMED SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY FORM 990, ALTHOUGH DR. RICCIOTTI IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. RICCIOTTI'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 325,420 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,033 DEFERRED COMPENSATION: 25,313 NON-TAXABLE BENEFITS: 18,176 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 325,420 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 5,033 DEFERRED COMPENSATION: 25,313 NON-TAXABLE BENEFITS: 18,176 SAFFITZ, M.D., PHD, JEFFREY E. DIRECTOR (EX-OFFICIO) AND CHAIR OF PATHOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF PATHOLOGY AND INTERIM CHIEF ACADEMIC OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT - BIH PATHOLOGY FOUNDATION MALLINCKRODT PROFESSOR OF PATHOLOGY - HARVARD MEDICAL SCHOOL DR. SAFFITZ DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. SAFFITZ PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. SAFFITZ IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. SAFFITZ'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 318,085 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 9,717 DEFERRED COMPENSATION: 16,992 NON-TAXABLE BENEFITS: 9,910 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 318,085 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 9,717 DEFERRED COMPENSATION: 16,992 NON-TAXABLE BENEFITS: 9,910 AS REQUIRED IN FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2017 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. SAFFITZ'S POSITIONS AS CHIEF OF PATHOLOGY AT BIDMC, CHAIR OF PATHOLOGY AT HMFP AND MALLINCKRODT PROFESSOR OF PATHOLOGY, HARVARD MEDICAL SCHOOL: $15,836 BASE AND OTHER REPORTABLE COMPENSATION, $1,584 DEFERRED COMPENSATION AND $141 NON-TAXABLE BENEFITS. SAPER, M.D., CLIFFORD B. DIRECTOR (EX-OFFICIO) AND CHAIR OF NEUROLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF NEUROLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION JAMES JACKSON PUTNAM PROFESSOR OF NEUROLOGY- HARVARD MEDICAL SCHOOL DR. SAPER DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. SAPER PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. SAPER IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. SAPER'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 275,786 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,773 DEFERRED COMPENSATION: 19,064 NON-TAXABLE BENEFITS: 11,779 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 275,786 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,773 DEFERRED COMPENSATION: 19,064 NON-TAXABLE BENEFITS: 11,779 AS REQUIRED IN FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2017 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. SAPER'S POSITION AS CHIEF OF NEUROLOGY AT BIDMC, CHAIR OF NEUROLOGY AT HMFP AND JAMES JACKSON PUTNAM PROFESSOR OF NEUROLOGY, HARVARD MEDICAL SCHOOL: $57,271 BASE AND OTHER REPORTABLE COMPENSATION, $5,727 DEFERRED COMPENSATION AND $141 NON-TAXABLE BENEFITS. SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) SINGER, MBA, PH.D., SARAH J. DIRECTOR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DR. SINGER'S TERM ON THE HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER BOARD BEGAN JUNE 25, 2018. DR. SINGER DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. STEVENSON, M.D., PH.D., MARY ANN DIRECTOR (EX-OFFICIO), BOARD CHAIR, BOARD SECRETARY AND CHAIR OF RADIATION ONCOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF RADIATION ONCOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF RADIATION ONCOLOGY - HARVARD MEDICAL SCHOOL DIRECTOR (EX-OFFICIO) - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION DR. STEVENSON DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. STEVENSON PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. STEVENSON IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. STEVENSON'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 362,330 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,416 DEFERRED COMPENSATION: 25,313 NON-TAXABLE BENEFITS: 12,924 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 362,330 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 7,416 DEFERRED COMPENSATION: 25,313 NON-TAXABLE BENEFITS: 12,924 SWARTZ, PH.D., KATHERINE DIRECTOR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DR. SWARTZ'S TERM ON THE HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER BOARD ENDED DECEMBER 18, 2017. DR. SWARTZ DEVOTED, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. TABB, M.D., KEVIN DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER PRESIDENT AND DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - MILTON DIRECTOR - MILTON HOSPITAL FOUNDATION DIRECTOR - COMMUNITY PHYSICIANS ASSOCIATES PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. TABB DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 1,088,019 INCENTIVE COMPENSATION: 485,375 OTHER REPORTABLE COMPENSATION: 20,894 DEFERRED COMPENSATION: 158,280 NON-TAXABLE BENEFITS: 45,929 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $156,550. OF THIS AMOUNT, $138,550 IS BOTH UNFUNDED AND UNVESTED. TALMOR, M.D., M.P.H., DANIEL DIRECTOR (EX-OFFICIO) AND CHAIR, ANESTHESIA - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF, ANESTHESIA - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT - BETH ISRAEL ANAESTHESIA FOUNDATION PROFESSOR OF ANAESTHESIA - HARVARD MEDICAL SCHOOL DR. TALMOR DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. TALMOR PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. TALMOR IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. TALMOR'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 372,391 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 4,759 DEFERRED COMPENSATION: 27,000 NON-TAXABLE BENEFITS: 15,860 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 372,391 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 4,759 DEFERRED COMPENSATION: 27,000 NON-TAXABLE BENEFITS: 15,860 UHL, M.D., LYNNE DIRECTOR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF, DIVISION OF LABORATORY AND TRANSFUSION MEDICINE - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF, DIVISION OF LABORATORY AND TRANSFUSION MEDICINE - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - BIH PATHOLOGY FOUNDATION, INC. ASSOCIATE PROFESSOR OF PATHOLOGY - HARVARD MEDICAL SCHOOL DR. UHL'S TERM ON THE HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER BOARD ENDED DECEMBER 18, 2017. DR. UHL DEVOTED, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 360,519 INCENTIVE COMPENSATION: 15,000 OTHER REPORTABLE COMPENSATION: 12,613 DEFERRED COMPENSATION: 32,400 NON-TAXABLE BENEFITS: 34,359 WASHINGTON, M.D., VINDELL DIRECTOR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DR. WASHINGTON DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. WEE, M.D., CHRISTINA DIRECTOR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE SECTION CHIEF OF RESEARCH, DIVISION OF GENERAL MEDICINE AND PRIMARY CARE - BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROGRAM DIRECTOR FOR RESEARCH, BETH ISRAEL DEACONESS MEDICAL CENTER INTERNAL MEDICINE RESIDENCY PROGRAM MS. WEE DEVOTES, ON AVERAGE, 60 HOUR PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 224,394 INCENTIVE COMPENSATION: 1,404 OTHER REPORTABLE COMPENSATION: 3,577 DEFERRED COMPENSATION: 24,750 NON-TAXABLE BENEFITS: 2,144 SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) WOLF, M.D., JACQUELINE DIRECTOR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER GASTROENTEROLOGIST, -- HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. WOLFE DEVOTES, ON AVERAGE, 60 HOUR PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 213,115 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,625 DEFERRED COMPENSATION: 24,201 NON-TAXABLE BENEFITS: 20,370 WOLFE, M.D., RICHARD E. DIRECTOR (EX-OFFICIO) AND CHAIR OF EMERGENCY MEDICINE - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF EMERGENCY MEDICINE - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND PRESIDENT - BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION, INC. ASSOCIATE PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. WOLFE DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. WOLFE PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. WOLFE IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. WOLFE'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 304,832 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,255 DEFERRED COMPENSATION: 16,200 NON-TAXABLE BENEFITS: 12,582 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 304,832 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 8,255 DEFERRED COMPENSATION: 16,200 NON-TAXABLE BENEFITS: 12,582 ZALE, DONALD L. DIRECTOR - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER MR. ZALE DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. ZEIDEL, M.D., MARK L. DIRECTOR (EX-OFFICIO) AND CHAIR (MEDICINE) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) AND CHIEF (MEDICINE) - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DIRECTOR - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION PRESIDENT AND DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPT. OF MEDICINE FOUNDATION HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. ZEIDEL DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. ZEIDEL PERFORMS SERVICES FOR BOTH HMFP AND BIDMC. AS REQUIRED BY FORM 990, ALTHOUGH DR. ZEIDEL IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. ZEIDEL'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 382,881 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 9,128 DEFERRED COMPENSATION: 23,282 NON-TAXABLE BENEFITS: 12,908 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 382,881 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 9,128 DEFERRED COMPENSATION: 23,282 NON-TAXABLE BENEFITS: 12,908 AS REQUIRED IN THIS FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2017 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. ZEIDEL'S POSITION AS CHIEF OF MEDICINE AT BIDMC, CHAIR OF THE HMFP DEPARTMENT OF MEDICINE AND HERMAN LUDWIG BLUMGART PROFESSOR OF MEDICINE, HARVARD MEDICAL SCHOOL: $155,888 BASE AND OTHER REPORTABLE COMPENSATION, $16,863 DEFERRED COMPENSATION AND $1,913 NON-TAXABLE BENEFITS. GUAY, AMY TREASURER, CHIEF FINANCIAL OFFICER AND VP OF FINANCE - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR, TREASURER AND CLERK - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER TREASURER AND CLERK - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. MS. GUAY DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 390,055 INCENTIVE COMPENSATION: 59,918 OTHER REPORTABLE COMPENSATION: 8,599 DEFERRED COMPENSATION: 32,400 NON-TAXABLE BENEFITS: 36,410 ARROYO, M.D., JORGE PHYSICIAN (OPHTHALMOLOGY) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF OPHTHALMOLOGY - HARVARD MEDICAL SCHOOL DR. ARROYO DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 1,150,828 INCENTIVE COMPENSATION: 3,709 OTHER REPORTABLE COMPENSATION: 8,792 DEFERRED COMPENSATION: 50,625 NON-TAXABLE BENEFITS: 17,265 SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) KHABBAZ, M.D., KAMAL CHIEF OF CARDIAC SURGERY; THORACIC AND CARDIAC SURGEON - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF OF CARDIAC SURGERY - BETH ISRAEL DEACONESS MEDICAL CENTER DAVID S. GINSBURG ASSOCIATE PROFESSOR OF SURGERY IN THE FIELD OF CARDIOTHORACIC SURGERY - HARVARD MEDICAL SCHOOL DR. KHABBAZ DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 1,056,385 INCENTIVE COMPENSATION: 90,502 OTHER REPORTABLE COMPENSATION: 13,349 DEFERRED COMPENSATION: 50,625 NON-TAXABLE BENEFITS: 31,562 LEE, M.D., BERNARD CHIEF, DIVISION OF PLASTIC AND RECONSTRUCTIVE SURGERY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER CHIEF, DIVISION OF PLASTIC AND RECONSTRUCTIVE SURGERY - BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF SURGERY - HARVARD MEDICAL SCHOOL DR. LEE DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 966,268 INCENTIVE COMPENSATION: 51,000 OTHER REPORTABLE COMPENSATION: 9,195 DEFERRED COMPENSATION: 50,625 NON-TAXABLE BENEFITS: 36,313 ROZENTAL, M.D., TAMARA ORTHOPEDIC SURGEON - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIVISION CHIEF, HAND AND UPPER EXTREMITY SURGERY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIVISION CHIEF, HAND AND UPPER EXTREMITY SURGERY - BETH ISRAEL DEACONESS MEDICAL CENTER ASSOCIATE PROFESSOR OF ORTHOPEDIC SURGERY - HARVARD MEDICAL SCHOOL DR. ROZENTAL DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 592,864 INCENTIVE COMPENSATION: 431,011 OTHER REPORTABLE COMPENSATION: 9,374 DEFERRED COMPENSATION: 48,600 NON-TAXABLE BENEFITS: 29,687 WHITE, M.D., ANDREW ORTHOPEDIC SURGEON - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSISTANT PROFESSOR OF ORTHOPEDIC SURGERY - HARVARD MEDICAL SCHOOL DR. WHITE DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 740,989 INCENTIVE COMPENSATION: 183,719 OTHER REPORTABLE COMPENSATION: 8,647 DEFERRED COMPENSATION: 48,600 NON-TAXABLE BENEFITS: 31,562 ROSENBERG, M.D., STUART A. FORMER DIRECTOR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER FORMER PRESIDENT AND DIRECTOR (EX-OFFICIO) - ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER FORMER PRESIDENT AND DIRECTOR (EX-OFFICIO) - LONGWOOD MEDICAL INTERNATIONAL FOUNDATION, INC. FORMER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER FORMER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION FORMER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION FORMER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION FORMER DIRECTOR (EX-OFFICIO) - CONTINUING EDUCATION PROGRAM, INC. D/B/A BETH ISRAEL DEACONESS DEPARTMENT OF PSYCHIATRY FOUNDATION FORMER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION FORMER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION FORMER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION FORMER DIRECTOR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORP., D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP FORMER DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - MILTON FORMER DIRECTOR - MILTON HOSPITAL FOUNDATION FORMER DIRECTOR - COMMUNITY PHYSICIANS ASSOCIATES SENIOR LECTURER ON MEDICINE - HARVARD MEDICAL SCHOOL PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 12,985 OTHER REPORTABLE COMPENSATION: 259,701 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 DR. ROSENBERG RETIRED ON SEPTEMBER 1, 2016 AND BECAME ELIGIBLE FOR SEPARATION PAY AT THAT TIME. AS NOTED ABOVE, THE PAYMENTS REPORTED HERE ARE FOR THE CALENDAR YEAR 2017. STERN, M.D., ROBERT S. FORMER, DIRECTOR (EX-OFFICIO) AND CHAIR OF DERMATOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER FORMER, CHIEF OF DERMATOLOGY - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - BETH ISRAEL DERMATOLOGY FOUNDATION CARL J. HERZOG PROFESSOR OF DERMATOLOGY - HARVARD MEDICAL SCHOOL DR. STERN RETIRED FROM HIS POSITIONS AS CHAIR OF DERMATOLOGY AT HMFP, CHIEF OF DERMATOLOGY AT BIDMC AND PRESIDENT OF THE DERMATOLOGY FOUNDATION ON FEBRUARY 14, 2017. DR. STERN REMAINS AS A DIRECTOR ON THE DERMATOLOGY FOUNDATION. DR. STERN DEVOTED, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. STERN PREVIOUSLY PERFORMED SERVICES FOR BOTH HMFP AND BIDMC AND COMPENSATION REPORTED HERE IS FOR THE CALENDAR YEAR 2017. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 329,125 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 14,055 DEFERRED COMPENSATION: 33,892 NON-TAXABLE BENEFITS: 10,742 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 329,125 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 14,055 DEFERRED COMPENSATION: 33,892 NON-TAXABLE BENEFITS: 10,742 AS REQUIRED IN FORM 990, COMPENSATION REPORTED BY HMFP AND BIDMC FOR THE 2017 CALENDAR YEAR INCLUDES THE FOLLOWING PAYMENTS FROM THE PRESIDENT AND FELLOWS OF HARVARD COLLEGE/HARVARD MEDICAL SCHOOL RELATED TO DR. STERN'S POSITION AS CHIEF OF DERMATOLOGY AT BIDMC, CHAIR OF DERMATOLOGY AT HMFP AND CARL J. HERZOG PROFESSOR OF DERMATOLOGY, HARVARD MEDICAL SCHOOL: $133,679 BASE AND OTHER REPORTABLE COMPENSATION, $13,784 DEFERRED COMPENSATION AND $1,749 NON-TAXABLE BENEFITS. GAYLE MATHESON FAMILY MEMBER 232155 SEE PART V 0 SCHEDULE L PART IV AS PREVIOUSLY NOTED AND FOR THE PERIOD COVERED BY THIS FILING, DEWAYNE PURSLEY, M.D., SERVED A DIRECTOR (EX-OFFICIO) AND CHAIR OF NEONATOLOGY FOR HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER. FOR THE PERIOD COVERED BY THIS FILING DR. PURSLEY'S WIFE, GAYLE MATHESON, SERVED AS THE CHIEF ADMINISTRATIVE OFFICER FOR THE DEPARTMENT OF NEONATOLOGY AT HMFP AND BETH ISRAEL DEACONESS MEDICAL CENTER. HER SALARY AND OTHER INCOME FOR THE CALENDAR YEAR 2017 INCLUDE:BASE COMPENSATION: 163,200 INCENTIVE COMPENSATION: 24,480 OTHER REPORTABLE COMPENSATION: 8,409 DEFERRED COMPENSATION: 33,864 NON-TAXABLE BENEFITS: 2,202 HMFP MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, HMFP 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 AT ARMS-LENGTH AND IN ACCORDANCE WITH THE HMFP CONFLICT OF INTEREST POLICY. FORM 990, PART I, LINE 1: THE MISSION OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS TO PROVIDE EXTRAORDINARY CARE, WHERE THE PATIENT COMES FIRST, SUPPORTED BY WORLD-CLASS EDUCATION, RESEARCH AND TRAINING. HMFP SUPPORTS MEDICAL RESEARCH, PROVIDES TEACHING INSTRUCTION AND PARTICIPATES IN CLINICAL ACTIVITIES DESIGNED TO IMPROVE THE GENERAL PUBLIC HEALTH OF PATIENTS SERVED BY THE BETH ISRAEL DEACONESS MEDICAL CENTER AND ITS AFFILIATES. HMFP USES ITS FUNDS TO SUPPORT THE PHYSICIAN WORK IN THE DEPARTMENTS OF ANESTHESIA, DERMATOLOGY, EMERGENCY MEDICINE, MEDICINE, NEONATOLOGY, NEUROLOGY, OBSTETRICS AND GYNECOLOGY, ORTHOPEDICS, PATHOLOGY, PSYCHIATRY, RADIOLOGY, RADIATION ONCOLOGY, AND SURGERY TO PROVIDE EXTRAORDINARY HEALTHCARE SERVICES, WORLD CLASS EDUCATION, AND RESEARCH AND TRAINING INITIATIVES. FORM 990, PART III, LINE 1: AS PREVIOUSLY NOTED IN THIS FORM 990, THE MISSION OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. IS TO PROVIDE EXTRAORDINARY HEALTHCARE SERVICES, WHERE THE PATIENT COMES FIRST, SUPPORTED BY WORLD-CLASS EDUCATION, RESEARCH AND TRAINING. FORM 990, PART III, LINE 4A: PATIENT SERVICES HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC.'S (HMFP) PROVIDES MEDICAL CARE AND IMPROVES THE HEALTH OF PATIENTS OF THE BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND AFFILIATES, AS WELL AS IN THE COMMUNITIES IN WHICH WE SERVE. SOME OF HMFP'S KEY STATISTICS FOR FY2018 REGARDING PATIENT VOLUME ARE IDENTIFIED BELOW: HOSPITAL BASED CLINIC VISITS 57,747 EMERGENCY VISITS 57,364 NEONATAL VISITS 25,616 OUTPATIENT VISITS 468,876 ANESTHESIA CASES 71,282 SURGICAL CASES 79,600 OB DELIVERIES 2,423 CARDIAC CAUTERIZATIONS PROCEDURES 5,016 DERMATOLOGY PROCEDURES 49,040 GASTROINTESTINAL PROCEDURES 32,570 SURGICAL PATHOLOGY EXAMS 133,619 RADIATION ONCOLOGY TREATMENTS 25,714 OTHER UNCOMPENSATED CARE HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) 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, WHICH INSURE LOW-INCOME POPULATIONS, DO NOT COVER THE FULL COST OF SERVICES PROVIDED. HMFP ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM, THE FEDERALLY SPONSORED GOVERNMENT HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS. BECAUSE PAYMENTS TO HOSPITALS HAVE NOT KEPT PACE WITH INFLATION IN RECENT YEARS, PAYMENTS TO THE HARVARD MEDICAL FACULTY PHYSICIANS FOR THOSE SERVICES ALSO DO NOT COVER THE FULL COSTS OF SERVICES PROVIDED TO THE PATIENTS SERVED. IN AGGREGATE, THE COST OF CARE PROVIDED BY HMFP FOR SUCH SERVICES EXCEEDED REIMBURSEMENT BY APPROXIMATELY $3.6 MILLION IN FY 2018. IN ADDITION, TOTAL BAD DEBT EXPENSE WAS $12.9 MILLION IN FY 2018. BAD DEBTS IN ADDITION TO THE SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL GOVERNMENT PROGRAMS, HARVARD MEDICAL FACULTY PHYSICIANS ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE AND/OR DEDUCTIBLE AMOUNTS FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE FINANCIAL STATEMENTS AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. FORM 990, PART III, LINE 4B: TEACHING TEACHING IS A MAJOR COMPONENT OF THE WORK DONE BY HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) PHYSICIANS AND STAFF. THE FACULTY OF HMFP IS EXTREMELY ACTIVE IN MEDICAL SCHOOL EDUCATION AS LECTURERS, TUTORS, TEACHING ATTENDEES, AND SMALL GROUP LEADERS. THE STAFF OF HMFP IS AN IMPRESSIVE COURSE LEADERSHIP GROUP, AS STAFF PHYSICIANS AT HMFP HOLD FACULTY APPOINTMENTS AT HARVARD MEDICAL SCHOOL. THE HMFP PHYSICIANS INSTRUCT THE DOCTORS OF TOMORROW THROUGH SUPERVISION OF THEIR DAILY PATIENT CARE ACTIVITIES AND A RANGE OF INTERACTIVE LEARNING EXPERIENCES. THE MAJOR TEACHING MISSION OF THE PHYSICIAN GROUP AT HMFP INCLUDES DEVELOPING FUTURE LEADERS IN CLINICAL CARE, EDUCATION, AND RESEARCH BY FOSTERING A CULTURE OF QUALITY INFORMED BY CUTTING EDGE KNOWLEDGE, HUMANE PHYSICIAN ROLE MODELS, AND AN EMPHASIS ON CURIOSITY AND LIFELONG LEARNING. PARTICULAR COURSES INCLUDE PATIENT DOCTOR I AND PATIENT DOCTOR II, WHICH ARE BOTH YEARLONG COURSES TO TEACH STUDENTS INTERVIEWING SKILLS AND PHYSICAL DIAGNOSIS. OTHER COURSES ARE DESIGNED TO FOCUS ON HEALTH CARE QUALITY, RESEARCH, PHYSIOLOGY, AND GLOBAL HEALTH INITIATIVES. IN THE HEALTHCARE QUALITY COURSE, RESIDENTS ROTATE ON GEOGRAPHIC UNITS AND WORK IN MULTIDISCIPLINARY GROUPS TO IMPROVE QUALITY IN THEIR "BASE UNITS." TRAINING CLINICAL RESIDENTS INCLUDES TEACHING RESIDENTS HOW TO DO RESEARCH TO FOSTER RESEARCH CAREERS AND TO GAIN AN UNDERSTANDING OF HOW RESEARCH IMPACTS THE OVERALL MEDICAL FIELD. ONE PARTICULAR RESEARCH COURSE ENTITLED "RESEARCH FOR RESIDENTS" IS COMPLETED BY THREE-QUARTERS OF THE RESIDENTS IN THE INTERNAL MEDICINE RESIDENCY PROGRAM. FOR EXAMPLE, THE DEPARTMENT OF MEDICINE HAS DEVELOPED AN INTENSIVE COURSE IN COMPARATIVE PHYSIOLOGY. THE GOALS OF THE COURSE ARE TO INCREASE APPRECIATION FOR PHYSIOLOGY AND TO ENHANCE RESIDENTS' ROUTINE INCORPORATION OF PATHOPHYSIOLOGY INTO THEIR TEACHING AND CLINICAL ROLES. TRAINING IN GLOBAL HEALTH IS DONE TO ENCOURAGE RESIDENTS TO EXPAND THEIR MEDICAL EDUCATION BEYOND TRADITIONAL ROLES AND TO DEVELOP A MORE GLOBAL VISION OF HEALTH CARE. THROUGH WORLD-CLASS TEACHING, HMFP IS ABLE TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES SERVED, AND THE RESIDENTS ARE ABLE TO GAIN KNOWLEDGE AND SELF-RELIANCE AND ENRICH THEIR MEDICAL KNOWLEDGE AND CLINICAL SKILLS BY PRACTICING IN UNIQUE SETTINGS WITH LIMITED RESOURCES. FORM 990, PART III, LINE 4C: RESEARCH PART OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC.'S (HMFP) THREE-PRONG MISSION IS TO PARTICIPATE WITH BIDMC AS A WORLD-CLASS RESEARCH INSTITUTION WHERE OUTSTANDING SCIENTISTS WORK TO DEVELOP NEW KNOWLEDGE FOR THE BETTERMENT OF THE HEALTH OF OUR LOCAL AND EXTENDED COMMUNITIES. THE RESEARCH PROGRAM STRIVES TO BE RENOWNED FOR ITS BENCH-TO-BEDSIDE MODEL OF TRANSLATIONAL RESEARCH AND FOR ITS COLLABORATION WITH INDUSTRY AS A PATHWAY FOR TRANSFERRING THE FRUITS OF RESEARCH INTO MEDICAL PRODUCTS AND TREATMENTS THAT IMPROVE THE QUALITY OF LIFE. HMFP COMMITS TO MAINTAIN A COLLABORATIVE CULTURE AND MODERN, HIGH-QUALITY FACILITIES, AND TO TAKE FULL ADVANTAGE OF THE UNIQUE RELATIONSHIPS THAT EXIST AMONG HARVARD MEDICAL SCHOOL AND THE HARVARD TEACHING HOSPITALS, AS WELL AS REACHING OUT AND COLLABORATING WITH NATIONALLY RECOGNIZED AND WORLD-RENOWNED EXPERTS IN VARIOUS FIELDS. HMFP SCIENTISTS CONTINUALLY SEARCH FOR IMPROVED UNDERSTANDING OF DISEASES AND BETTER TREATMENTS FOR PATIENTS, WHICH IN TURN DIRECTLY IMPACT BOTH FUNDAMENTAL RESEARCH AND CLINICAL TRIALS. THIS RESEARCH IS LED BY MORE THAN 275 PRINCIPAL INVESTIGATORS WHO ARE HARVARD MEDICAL SCHOOL FACULTY AND KEY AREAS OF RESEARCH INCLUDE VASCULAR BIOLOGY, MOLECULAR IMAGING, TRANSPLANTATION, SIGNAL TRANSDUCTION, CANCER BIOLOGY, METABOLIC DISEASE, NEUROBIOLOGY, AIDS AND CARDIOLOGY/CARDIAC SURGERY. OUR EXTRAORDINARY FACULTY HAS ESTABLISHED A CULTURE THAT IS COLLABORATIVE AND ORIENTED TOWARD TRANSLATING NEW KNOWLEDGE INTO NOVEL MEDICAL TREATMENTS AND PATIENT CARE. FORM 990, PART III, LINE 4D: OTHER MEDICAL SERVICES OTHER REVENUE CONSISTS OF SUPPORT RECEIVED FROM BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND HARVARD MEDICAL SCHOOL FOR ADMINISTRATIVE SERVICES THAT HMFP EMPLOYEES PERFORM FOR RELATED ORGANIZATIONS. ALSO, INCLUDED IN OTHER REVENUE IS A MANAGEMENT FEE FROM THE CONSOLIDATED ENTITIES OF HMFP AND THE REVENUES GENERATED FROM EXTERNAL ORGANIZATIONS OF HMFP FOR ADMINISTRATIVE AND CLINICAL SERVICES PERFORMED AT LOCATIONS IN THE COMMUNITY. IN ADDITION TO THE SERVICES OUTLINED ABOVE, HMFP PERFORMED EDUCATIONAL RELATED ACTIVITIES RESEARCH INITIATIVES OVERSEAS. THE REVENUES RECEIVED FOR WORK PERFORMED ABROAD IS INCLUDED IN THE FINANCIAL STATEMENTS AS OTHER REVENUE. FORM 990, PART VI, SECTION B, LINE 16B: ALTHOUGH HMFP HAD NOT ADOPTED A FORMAL JOINT VENTURE POLICY FOR THE FISCAL PERIOD COVERED BY THIS FILING, ANY HMFP ACTIVITY AS A PARTICIPANT IN A JOINT VENTURE IS REVIEWED WITH LEGAL COUNSEL TO ENSURE HMFP'S TAX-EXEMPT STATUS IS PROTECTED. PART V, QUESTION 7G: CONTRIBUTIONS OF INTELLECTUAL PROPERTY HMFP DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. PART V QUESTION 7H: CONTRIBUTIONS OF CARS, BOATS, AIRPLANES AND OTHER VEHICLES HMFP DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C. FORM 990, PART VI, SECTION A, LINE 2 AS NOTED IN VARIOUS NARRATIVE DISCLOSURES, WHICH SUPPORT THIS FORM 990 AND RELATED SCHEDULES, FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP, INC.(CAREGROUP) WAS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. CAREGROUP'S PURPOSE WAS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES THAT MAKE UP THE CAREGROUP SYSTEM. FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP SERVED AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER). IN TURN, FOR THIS SAME PERIOD BIDMC SERVED AS THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON), MILTON HOSPITAL FOUNDATION, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. (BID-PLYMOUTH), AND JORDAN HEALTH SYSTEMS, INC. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER AND ITS AFFILIATES ACCOMPLISH THEIR CHARITABLE PURPOSES. CAREGROUP ALSO SERVED AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF NEW ENGLAND BAPTIST HOSPITAL (NEBH) AND MOUNT AUBURN HOSPITAL (MAH). EACH OF THE ENTITIES LISTED IN THIS PARAGRAPH MAY HAVE, IN TURN, SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE CAREGROUP NETWORK OF AFFILIATES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII MAY HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY HAVING SERVED IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE CAREGROUP NETWORK OF AFFILIATED ORGANIZATIONS. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARATION AND THE FILING OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER INC. (HMFP) FORM 990 AND SUPPORTING SCHEDULES ARE THE RESPONSIBILITY OF THE HMFP CHIEF FINANCIAL OFFICER. FOR FISCAL YEAR 2018, THE ACCOUNTING FIRM DELOITTE TAX LLP PREPARED THE FORM 990 WITH ASSISTANCE AND GUIDANCE FROM HMFP'S ACCOUNTING AND FINANCE STAFF. THE DIRECTOR OF TAXATION OF CAREGROUP, INC/BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) ALSO OVERSAW THE TAX PREPARATION PROCESS. AS PREVIOUSLY NOTED, FOR THE PERIOD COVERED BY THIS FILING CAREGROUP SERVED AS THE SOLE MEMBER OF BIDMC AND HMFP IS AN ENTITY INTEGRALLY RELATED TO BIDMC. THE COMPLETE FORM 990 IS PRESENTED TO THE INDEPENDENT HMFP DIRECTORS FOR DISCUSSION AND REVIEW AT AN AUDIT COMMITTEE AND/OR BOARD OF DIRECTORS MEETING. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. THE COMPLETED FORM 990 IS FILED WITH THE PROPER AUTHORITIES BY HMFP'S CFO AND HER TEAM. FORM 990, PART VI, SECTION B, LINE 12C HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS COMMITTED TO PURSUING ITS CHARITABLE MISSIONS AND CONDUCTING BUSINESS IN A RESPONSIBLE AND ETHICAL MANNER. MANY INDIVIDUALS SERVE HMFP IN A VARIETY OF CAPACITIES THAT INVOLVE MAKING OR INFLUENCING SIGNIFICANT DECISIONS. SOME OF THESE INDIVIDUALS MAY HAVE OR DEVELOP PERSONAL INTERESTS WHICH CREATE A CONFLICT BETWEEN THOSE PERSONAL INTERESTS AND THE INTERESTS OF HMFP OR WHICH COULD BE PERCEIVED AS CREATING SUCH A CONFLICT. HMFP HAS ADOPTED A COMPREHENSIVE CONFLICT OF INTEREST POLICY WHICH APPLIES TO HMFP DIRECTORS, STAFF AND NON-VOTING MEMBERS OF BOARD LEVEL COMMITTEES, OFFICERS, SENIOR MANAGEMENT, CHIEFS OF SERVICE, DIVISION CHIEFS, MEDICAL DIRECTORS AND OTHER EMPLOYEES AND PROFESSIONAL STAFF CATEGORIES AS IDENTIFIED FROM TIME TO TIME BY THE CHIEF EXECUTIVE OFFICER AND/OR DIRECTORS OF HMFP AND AS FILED WITH THE MEDICAL CENTER'S OFFICE OF COMPLIANCE AND BUSINESS CONDUCT. THE STANDARDS IN THE POLICY REQUIRE THAT HMFP OFFICERS AND MANAGEMENT (AS DESCRIBED ABOVE) SHALL NOT VOTE ON, INFLUENCE, OR MAKE RECOMMENDATIONS REGARDING A TRANSACTION OR DECISION WHEN THE INDIVIDUAL OR A MEMBER OF HIS OR HER FAMILY HAS A MATERIAL INTEREST IN AN ENTITY OR PROPERTY INVOLVED IN THE TRANSACTION OR DECISION. A MATERIAL INTEREST INCLUDES, BUT IS NOT LIMITED TO AN INDIVIDUAL OR FAMILY MEMBER HAVING A COMBINED INVESTMENT INTEREST OF GREATER THAN 5% OF AN ENTITY OR PROPERTY, AN INDIVIDUAL OR FAMILY MEMBER SERVING AS A DIRECTOR, TRUSTEE, OFFICER, PARTNER, EMPLOYEE, CONSULTANT, AGENT, MEMBER OF THE ACTIVE PROFESSIONAL STAFF, RESEARCHER OR ADVISOR (WHETHER IN A PAID OR VOLUNTARY CAPACITY) OF OR TO AN ENTITY (INCLUDING BUT NOT LIMITED TO HEALTH CARE PROVIDERS) OTHER THAN HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC, INC AND ITS AFFILIATES, AN INDIVIDUAL HOLDING AN ELECTED OR APPOINTED OFFICE OR POSITION IN A BRANCH OF GOVERNMENT OR IN A REGULATORY AGENCY HAVING AUTHORITY OR JURISDICTION OVER PROVIDERS OF HEALTH CARE (FOR MEMBERS OF THE JUDICIARY, AREAS OF CONFLICT WILL BE DEFINED IN THE CODE OF JUDICIAL CONDUCT, AND AN INDIVIDUAL (OR MEMBER OF HIS OR HER FAMILY) COMPETING WITH HMFP IN THE PURCHASE OR SALE OR ANY PROPERTY RIGHT, INTEREST OR SERVICE. AN INDIVIDUAL, MEMBER OF HIS OR HER FAMILY, OR AN ENTITY IN WHICH ONE OR MORE OF THEM HAS A MATERIAL INTEREST MAY NOT DO BUSINESS WITH, OR COMPETE WITH HMFP UNLESS EXPRESSLY AUTHORIZED BY THE APPROPRIATE GOVERNING BODY OR OFFICER AFTER FULL DISCLOSURE. THE STANDARDS ALSO REQUIRE THAT AN INDIVIDUAL OR MEMBER OF HIS OR HER FAMILY NOT ACCEPT GIFTS OR OTHER FAVORS OF VALUE GREATER THAN FIFTY DOLLARS UNDER CIRCUMSTANCES THAT MIGHT LEAD TO THE INFERENCE THAT THE GIFT OR FAVOR WAS INTENDED TO INFLUENCE HIS OR HER DECISION-MAKING WHILE SERVING HMFP. AN INDIVIDUAL SHOULD NOT DISCLOSE OR USE THE HMFP INFORMATION FOR PERSONAL PROFIT OR ADVANTAGE OR USE OR DISCLOSE CONFIDENTIAL AND/OR STRATEGIC INFORMATION IN ADVANCE OF ITS AUTHORIZED RELEASE. HMFP HAS PREPARED A FORMAL CONFLICT OF INTEREST DISCLOSURE STATEMENT THAT IS REQUIRED TO BE COMPLETED ANNUALLY BY ALL INDIVIDUALS TO WHOM THE CONFLICT OF INTEREST POLICY APPLIES (SEE ABOVE) AND OTHER KEY HMFP PERSONNEL. IN ADDITION, ANY INDIVIDUAL COVERED BY THIS POLICY IS REQUIRED TO IMMEDIATELY UPDATE THEIR DISCLOSURE STATEMENT AT ANY TIME DURING THE YEAR THAT THE INFORMATION REQUESTED ON THE STATEMENT CHANGES. THE POLICY ALSO REQUIRES ANY HMFP EMPLOYEE WHO IS IN A POSITION TO APPROVE OR INFLUENCE A PARTICULAR TRANSACTION OR DECISION IN WHICH THE EMPLOYEE (OR HIS/HER FAMILY MEMBER) HAS A MATERIAL INTEREST TO DISCLOSE SUCH RELATIONSHIP(S) TO HIS OR HER SUPERVISOR AND AS APPROPRIATE THEN TO THE HMFP COMPLIANCE DEPARTMENT FOR REVIEW AND RESOLUTION PRIOR TO ANY ACTION BY HMFP. THE HMFP COMPLIANCE DEPARTMENT SHALL SEEK GUIDANCE IN THESE MATTERS FROM THE HMFP CEO OR HIS OR HER DESIGNEE AND HMFP LEGAL COUNSEL AS APPROPRIATE. A REPORT DOCUMENTING THE RESULTS OF ANY SUCH REVIEW SHALL BE PREPARED BY HMFP LEGAL COUNSEL FOR PRESENTATION TO THE HMFP CEO. DIRECTORS HAVE SPECIFICALLY DEFINED PROCEDURES TO REPORT CONFLICTS TO THE BOARD OR BOARD COMMITTEE AND ARE DIRECTED NOT TO PARTICIPATE IN DISCUSSION OR DECISIONS AND NOT TO VOTE OR BE COUNTED IN A QUORUM FOR PURPOSES OF THE RELATED VOTE. IF THE BOARD (OR ANY COMMITTEE THEREOF) OF HMFP FEELS THAT ANY INDIVIDUAL HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, IT WILL INFORM THE INDIVIDUAL OF THE BASIS OF THE BELIEF AND AFFORD THE INDIVIDUAL AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INDIVIDUAL AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED UNDER THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE INDIVIDUAL FAILED TO PROPERLY DISCLOSE A CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTIONS. THE MINUTES OF THE HMFP BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS WILL CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A MATERIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE NATURE OF THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE NAMES OF THE PERSON WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, A SUMMARY OF THE DISCUSSION, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. THE CONFLICT OF INTEREST POLICY ALSO PROVIDES FOR PERIODIC REVIEW OF VARIOUS ARRANGEMENTS AND AGREEMENTS TO PROMOTE REGULATORY COMPLIANCE, INCLUDING AVOIDANCE OF IMPERMISSIBLE PRIVATE BENEFIT, PRIVATE INUREMENT OR EXCESS BENEFIT TO PERSONS POSSESSING SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF HMFP. THERE ARE ALSO LIMITATIONS OF VOTING POWERS REGARDING COMPENSATION AND LIMITATIONS ON THE USE OF THE CORPORATE NAME TO PROTECT THE INTEGRITY AND REPUTATION OF HMFP. AS PREVIOUSLY NOTED IN THIS FILING, FOR THE PERIOD COVERED BY THIS FILING CAREGROUP SERVED AS THE SOLE MEMBER OF THE MEDICAL CENTER AND HMFP IS AN ENTITY INTEGRALLY RELATED TO THE MEDICAL CENTER. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE CAREGROUP TAX DEPARTMENT ISSUED A TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE HMFP BOARD OF DIRECTORS AS WELL AS CURRENT AND FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE WASS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR HMFP TO COMPLETELY AND ACCURATELY COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990, PART VI, QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 HMFP HAS A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE HMFP BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE CONDUCTS THE PROCESS OF DETERMINING COMPENSATION OF ALL INDIVIDUALS EMPLOYED BY HMFP AND FOR SPECIFICALLY THE CHIEF EXECUTIVE OFFICER, CHIEFS/CHAIRS OF SERVICE AND OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE COMPENSATION COMMITTEE UTILIZES COMPARATIVE INDUSTRY DATA, OUTSIDE CONSULTANTS, AND OTHER OUTSIDE MARKET DATA TO HELP DETERMINE COMPENSATION. HMFP HAS FORMAL COMPENSATION POLICIES THAT ARE DOCUMENTED AND REVIEWED BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE PRE-APPROVES COMPENSATION PLANS WHICH ARE DOCUMENTED IN A FORMALIZED MANNER BEFORE BEING PRESENTED TO EMPLOYEES. THE COMPENSATION COMMITTEE WAS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION COMPLIED WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES AND THAT COMPENSATION PROVIDED TO THESE INDIVIDUALS WAS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION, NATIONAL DATA BENCHMARKING AND HARVARD MEDICAL SCHOOL GUIDELINES. IN SETTING COMPENSATION, THE HMFP COMPENSATION COMMITTEE ALSO RELIED UPON WRITTEN COMPENSATION SURVEYS AND STUDIES THAT REGULARLY ASSESS COMPENSATION AND BENEFITS FOR CLINICAL CHIEFS OF SERVICE COMPARED WITH SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC.'S (HMFP) GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE OFFICES OF HMFP LOCATED AT 375 LONGWOOD AVENUE, BOSTON, MA 02215. FORM 990, PART IV, LINE 12 AND 12A: THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) AND SUBSIDIARIES FOR FISCAL YEAR ENDED SEPTEMBER 30, 2018. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF HMFP AND ALL ENTITIES FOR WHICH HMFP SERVES AS SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A: HERE ARE NO MEMBERS, STOCKHOLDERS OR OTHER PERSONS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B: NO. THE MEMBERS OF THE GOVERNING BODY HAVE THE FOLLOWING RIGHTS BY A SUPERMAJORITY VOTE: - TO APPROVE THE SALE, TRANSFER OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE HMFP'S ASSETS; - TO APPROVE THE PETITION FOR VOLUNTARY DISSOLUTION OR BANKRUPTCY OF HMFP; - TO APPROVE ANY AMENDMENT OF HMFP'S ARTICLES OF ORGANIZATION; - TO APPROVE ANY ACTION THAT WOULD CAUSE, OR COULD REASONABLY BE EXPECTED TO CAUSE, HMFP TO BREACH, WITH OR WITHOUT NOTICE OR THE PASSAGE OF TIME, ANY PROVISION OF THE AFFILIATION AGREEMENT DATED AS OF OCTOBER 1, 2006, BETWEEN HMFP AND BIDMC; - TO APPROVE ANY MERGER OR CONSOLIDATION OF HMFP; - TO APPROVE CERTAIN AMENDMENTS TO HMFP'S BYLAWS; - TO APPROVE THE ADOPTION OR IMPLEMENTATION OF ANY PLAN FOR THE SOLICITATION OF CHARITABLE CONTRIBUTIONS BY HMFP, OR THE ACCEPTANCE BY HMFP OF ANY CHARITABLE CONTRIBUTION, DONATION, AWARD OR GIFT OF ANY TYPE THAT WOULD, OR COULD REASONABLY BE EXPECTED TO, IMPOSE A MATERIAL OBLIGATION ON BIDMC OR WOULD, OR COULD REASONABLY BE EXPECTED TO, HAVE AN ADVERSE IMPACT HMFP'S OR BIDMC'S RIGHTS AND OBLIGATIONS UNDER THE AFFILIATION AGREEMENT, PROVIDED HOWEVER, THAT THIS SHALL NOT APPLY TO UNSOLICITED DONATIONS; - TO APPROVE THE INCURRENCE OF INDEBTEDNESS BY HMFP THAT WOULD RESULT IN A CONSOLIDATED DEBT TO CAPITALIZATION RATIO GREATER THAN 0.4:1.0; - TO APPROVE ANY CAPITAL EXPENDITURE OR COMMITMENT BY HMFP THAT IS REASONABLY EXPECTED TO RESULT IN DAYS OF UNRESTRICTED CONSOLIDATED CASH ON HAND BEING LESS THAN 60 DAYS; - TO APPROVE THE TRANSFER BY HMFP TO ANY OTHER ENTITY OR ENTITIES, INDIVIDUALLY OR IN THE AGGREGATE, IN ANY FISCAL YEAR OF MORE THAN 5% OF THE CONSOLIDATED UNRESTRICTED NET ASSETS (DETERMINED AS OF THE END OF THE IMMEDIATELY PRECEDING FISCAL YEAR) FOR LESS THAN FAIR MARKET VALUE; - TO APPROVE OF THE BUDGETING OF A CONSOLIDATED OPERATING LOSS BY HMFP; AND, - OTHER POWERS AND RIGHTS AS VESTED BY LAW. FORM 990, PART VI, SECTION A, LINE 6: ACCORDING TO THE BY-LAWS, THE MEMBERS OF THE HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) ARE THE INDIVIDUALS SERVING ON THE BOARD OF DIRECTORS. FORM 990, PART XI, LINE 9: OTHER CHANGES IN NET ASSETS 915,254. LONGWOOD ACADEMIC PHYSICIANS LLC 375 LONGWOOD AVE BOSTON MA 02215 222768204 TO PROVIDE PROFESSIONAL MEDICAL AND SURGICAL SERVICES MA 0 0 HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSOC PHYS HARVARD MED FAC PHY AT BIDMC 375 LONGWOOD AVE BOSTON MA 02215 320058309 TO PROVIDE EMERGENCY MEDICAL SERVICES MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI ANAESTHESIA FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042997215 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI COMMUNITY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042776678 INACTIVE CORPORATION MA 501(C)(3) LINE 7 N/A 0 BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043079630 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 208253452 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043030397 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 204974585 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC 110 FRANCIS STREET BOSTON MA 02215 020671240 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI DEACONESS HOSPITAL - NEEDHAM INC 148 CHESTNUT ST NEEDHAM MA 02492 043229679 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. MA 501(C)(3) LINE 3 BETH ISRAEL DEACONESS MEDICAL CENTER INC 0 BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 042103881 THE OPERAION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA MA 501(C)(3) LINE 3 CAREGROUP INC 0 BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP 300 LONGWOOD AVE BOSTON MA 02215 043200113 OUTPATIENT AMBULATORY CARE CENTER IN LEXINGTON, MA MA 501(C)(3) LINE 12A, I N/A 0 BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042794855 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI DERMATOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043117601 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BIH PATHOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 222548374 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BIH RADIOLOGIC FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042571853 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 CAREGROUP INC 109 BROOKLINE AVE BOSTON MA 02215 222629185 OVERSEE FINCIAL HEALTH OF AFFILIATES MA 501(C)(3) LINE 12 C N/A 0 CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH 330 BROOKLINE AVE BOSTON MA 02215 043326928 DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCH MA 501(C)(3) LINE 12A, I N/A 0 CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN 330 BROOKLINE AVE RABB 2 BOSTON MA 02215 043242952 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE 400 HUNNEWELL ST NEEDHAM MA 02494 042810972 OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES MA 501(C)(3) LINE 10 BETH ISRAEL DEACONESS MEDICAL CENTER INC 0 MOUNT AUBURN HOSPITAL 330 MOUNT AUBURN ST CAMBRIDGE MA 02138 042103606 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS MA 501(C)(3) LINE 3 CAREGROUP INC 0 MOUNT AUBURN PROFESSIONAL SERVICES INC 330 MOUNT AUBURN ST CAMBRIDGE MA 02138 043026897 OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES MA 501(C)(3) LINE 12A, I MOUNT AUBURN HOSPITAL 0 NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVE BOSTON MA 02120 042103612 ORTHOPEDIC SPECIALTY HOSPITAL MA 501(C)(3) LINE 3 CAREGROUP INC 0 NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC 125 PARKER HILL AVE BOSTON MA 02120 043235796 OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH MA 501(C)(3) LINE 3 NEW ENGLAND BAPTIST HOSPITAL INC 0 LONGWOOD MEDICAL ENERGY COLLABORATIVE 164 LONGWOOD AVE STE 110 BOSTON MA 02115 043476764 COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS MA 501(C)(3) LINE 12A, I N/A 0 BETH ISRAEL DEACONESS HOSPITAL - MILTON INC 199 REEDSDALE RD MILTON MA 02186 042103604 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. MA 501(C)(3) LINE 3 BETH ISRAEL DEACONESS MEDICAL CENTER INC 0 COMMUNITY PHYSICIAN ASSOCIATES INC 199 REEDSDALE RD MILTON MA 02186 043243146 OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) LINE 3 MILTON HOSPITAL FOUNDATION INC 0 MILTON HOSPITAL FOUNDATION INC 199 REEDSDALE RD MILTON MA 02186 222566792 PROMOTE HEALTHCARE MA 501(C)(3) LINE 12A, I BETH ISRAEL DEACONESS MEDICAL CENTER INC 0 BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC 275 SANDWICH ST PLYMOUTH MA 02186 222667354 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. MA 501(C)(3) LINE 3 BETH ISRAEL DEACONESS MEDICAL CENTER INC 0 JORDAN HEALTH SYSTEMS INC 275 SANDWICH ST PLYMOUTH MA 02360 042103805 PROMOTE HEALTHCARE MA 501(C)(3) LINE 7 BETH ISRAEL DEACONESS MEDICAL CENTER INC 0 JORDAN PHYSICIANS ASSOCIATES INC 275 SANDWICH ST PLYMOUTH MA 02360 043228556 OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) LINE 10 JORDAN HEALTH SYSTEMS INC 0 BI DEACONESS DEPARTMENT OF EMERGENCY MEDICINE FOUNDATION INC 330 BROOKLINE AVE W/CC-2 BOSTON MA 02215 364803234 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 CAREGROUP PARMENTER HOME CARE & HOSPICE INC 330 MT AUBURN ST CAMBRIDGE MA 02138 473111453 HOME CARE & HOSPICE MA 501(C)(3) LINE 12A, I MOUNT AUBURN HOSPITAL 0 BAIM INSTITUTE OF CLINICAL RESERCH INC FKA HCRI 930 W COMMONWEALTH AVE BOSTON MA 02215 043521077 SCIENTIFIC & MEDICAL RESEARCH MA 501(C)(3) LINE 7 N/A 0 LONGWOOD MEDICAL INTL FOUNDATION 185 PILGRIM ROAD BOST BOSTON MA 02215 043208878 INACTIVE CORPORATION MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BIDMC PHARMACY INC 330 BROOKLINE AVE BOSTON MA 02215 822526816 OPERATE A SPECIALTY PHARMACY MA 501(C)(3) LINE 12A, I BETH ISRAEL DEACONESS MEDICAL CENTER INC 0 BETH ISRAEL DEACONESS PHYS ORG LLC DBA BIDCO ONE UNIVERSITY AVE NORTH ENTRANCE WESTWOOD MA 02090 043426253 COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA N/A BIDCO PHYSICIAN LLC ONE UNIVERSITY AVE NORTH ENTRANCE WESTWOOD MA 02090 461589743 COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER RELATED 737199 9231267 0 0 0.49850 BIDCO HOSPITAL LLC ONE UNIVERSITY AVE NORTH ENTRANCE WESTWOOD MA 02090 461643790 COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA N/A CAREGROUP CLINICAL RESEARCH LLC 109 BROOKLINE AVENUE BOSTON MA 02215 300228711 TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP MA N/A CAREGROUP INVESTMENT PARTNERSHIP LLP 109 BROOKLINE AVENUE BOSTON MA 02215 043278109 INVESTMENT PARTNERSHIP MA BETH ISRAEL DEACONESS MEDICAL CENTER EXCLUDED 2187360 60409819 0 80014 0 0.05990 PHYSICIAN PROFESSIONAL SERVICES LLP 10 CABOT ROAD MEDFORD MA 02215 043275078 TO PROVIDE MEDICAL BILLING SERVICES MA N/A NEW ENGLAND BAPTIST ORTHOPEDIC NETWORK LLC 125 PARKER HILL AVE BOSTON MA 02120 465120176 TO PROVIDE ORTHOPEDIC MEDICAL SERVICES MA N/A DEDHAM MEDICAL URGENT CARE CENTER AFFILIATED WITH BETH ISRAEL DEACONESS MED 275 GROVE STREET STE 3-300 NEWTON MA 02466 463745783 URGENT CARE CENTER PROVIDING TREATMENT FOR NON-LIFE THREATENING ILLNESSES & MA N/A BCD HOSPITAL ENERGY COLLABORATIVE LLC 375 LONGWOOD AVE BOSTON MA 02215 821711826 LONG-TERM ENERGY SUPPLY PLANNING & ACQUISITION OF RELIABLE LOW-COST ENERGY MA N/A ANESTHESIA FINANCIAL SOLUTIONS INC 330 BROOKLINE AVE BOSTON MA 02215 043571311 INACTIVE CORPORATION MA N/A C 0 JORDON COMMUNITY ACO INC 275 SANDWICH ST PLYMOUTH MA 02360 454047430 COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTH MA N/A C 0 0 1 0 0 0 0 1 0 0 1 1 1 1 1 1 1 1 1 1