CAREGROUP INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: CAREGROUP INC (EIN 22-2629185)
Tax period: 2017-10-01 to 2018-09-30
Filed: 2019-08-15
IRS object ID: 201902279349302585
Schema version: 2017v2.3
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule C
Schedule D
Schedule F
Schedule J
Schedule K
Schedule K
Schedule N
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-08-15T14:09:00-05:00	ReturnTs
Tax Period End	2018-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	TWO JERICHO PLAZA	AddressLine1Txt
City	JERICHO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	117531681	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	222629185	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAREGROUP INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CARE	BusinessNameControlTxt
Phone	6176671700	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	109 BROOKLINE AVENUE NO 300	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02215	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSEPH APPLEYARD	PersonNm
Person Title	EXECUTIVE VP AND CFO	PersonTitleTxt
Phone	6176671700	PhoneNum
Signature	2019-08-14	SignatureDt
Discuss With Paid Preparer	0	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHRISTINE KAWECKI	PreparerPersonNm
PTIN	P00743140	PTIN
Phone	5169187000	PhoneNum
Preparation	2019-08-12	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	167.219.88.224	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-08-15	IPDt
IP Tm	12:42:26	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	0EB4CE1ACD44DB279B6C2D9A8476B20948576B96	AtSubmissionCreationDeviceId
At Submission Filing Device Id	7E530C01EC0DBF1FFF79A5BAD1379F9D370DED1E	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOSEPH APPLEYARD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	109 BROOKLINE AVENUE NO 300	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02215	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$13,229,018	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.CAREGROUP.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1984	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O.	ActivityOrMissionDesc
Contract Termination	Yes (X)	ContractTerminationInd
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	7	VotingMembersIndependentCnt
Total Employee	24	TotalEmployeeCnt
Total Volunteers	7	TotalVolunteersCnt
Total Gross UBI	$2,654,009	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$2,349	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$7,966,669	PYProgramServiceRevenueAmt
CY Program Service Revenue	$8,200,121	CYProgramServiceRevenueAmt
PY Investment Income	$183,692	PYInvestmentIncomeAmt
CY Investment Income	$282,890	CYInvestmentIncomeAmt
PY Other Revenue	$5,351,333	PYOtherRevenueAmt
CY Other Revenue	$4,746,007	CYOtherRevenueAmt
PY Total Revenue	$13,501,694	PYTotalRevenueAmt
CY Total Revenue	$13,229,018	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$7,616,412	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$6,684,079	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$8,824,671	PYOtherExpensesAmt
CY Other Expenses	$14,810,369	CYOtherExpensesAmt
PY Total Expenses	$16,441,083	PYTotalExpensesAmt
CY Total Expenses	$21,494,448	CYTotalExpensesAmt
PY Revenues Less Expenses	-$2,939,389	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$8,265,430	CYRevenuesLessExpensesAmt
Total Assets BOY	$13,828,930	TotalAssetsBOYAmt
Total Assets EOY	$5,477,262	TotalAssetsEOYAmt
Total Liabilities BOY	$2,887,916	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,606,690	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$10,941,014	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,870,572	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$10,185,529	ExpenseAmt
Revenue	$10,301,418	RevenueAmt
Desc	SEE SCHEDULE O.	Desc
Total Program Service Expenses	$10,185,529	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	Yes (1)	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	Yes (1)	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	17	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	24	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	7	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOSEPH APPLEYARD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6176671700	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	109 BROOKLINE AVENUE SUITE 300	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02215	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BARKER ESQ THOMAS R
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
CANEPA JOHN J
DIRECTOR	1.00	7.00	Yes (X)	$0	$0	$0
JICK DANIEL J
DIRECTOR	1.00	1.00	Yes (X)	$0	$0	$0
NICHOLS PETER B
DIRECTOR	1.00	2.00	Yes (X)	$0	$0	$0
NORKUS MICHAEL
DIRECTOR & BOARD CHAIR	2.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
WILKINS JOHN P
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
STRIEDER HELEN R
DIRECTOR	1.00	0.00	Yes (X)	$0	$0	$0
ROBLE DANIEL
VP, GENERAL COUNSEL, CLERK	24.00	0.00		$395,093	$0	$50,025	Yes (X)
SZUM JOHN
CFO, EVP, TREASURER	60.00	0.00		$511,166	$0	$105,400	Yes (X)
DONOVAN SHAWN
INT CHF INV OFF/VP MARKET SEC.	60.00	0.00		$606,179	$0	$96,146		Yes (X)
CLOUGH JEANETTE
PRES/CEO MT AUBURN HOSP	65.00	0.00		$1,301,164	$243,963	$61,981			Yes (X)
ANTONAS JULIE
VP - MARKETABLE SECURITIES	60.00	0.00		$369,784	$0	$32,283			Yes (X)
SCHWAB VALBONA
VP - MARKETABLE SECURITIES	60.00	0.00		$483,745	$0	$67,436			Yes (X)
BOWES GEOFFREY
INVESTMENT ASSOCIATE	60.00	0.00		$276,927	$0	$22,279			Yes (X)
APPLEYARD JOSEPH
CORP DIR - FINANCIAL PLANNING	60.00	0.00		$186,254	$0	$57,500			Yes (X)
MONCREIFF JANE
FMR SVP & CHF INVT OFF	0.00	0.00		$860,020	$0	$344,293				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,990,332	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$243,963	TotReportableCompRltdOrgAmt
Total Other Compensation	$837,343	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	14	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE	BOSTON	MA	02215	PAYROLL & BENEFITS	$6,684,079
KPMG
550 SOUTH HOPE ST STE 1500	LOS ANGELES	CA	90071	ACCOUNTING	$671,355
ERNST & YOUNG US LLP
PO BOX 827006	PHILADELPHIA	PA	19182	ACCOUNTING/TAX	$292,278
ROPES & GRAY LLP
800 BOYLSTON STREET	BOSTON	MA	02199	LEGAL SERVICES	$116,328
DELOITTE & TOUCHE LLP
PO BOX 844736	DALLAS	TX	752844736	ACCOUNTING/TAX	$109,340

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	9	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	MANAGEMENT SERVICE FEE	Desc
Business	900099	BusinessCd
Total Revenue Column	$8,200,121	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,200,121	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$8,200,121	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$31,481	TotalRevenueColumnAmt
Unrelated Business Revenue	-$989	UnrelatedBusinessRevenueAmt
Exclusion	$32,470	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$251,409	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$251,409	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$251,409	TotalRevenueColumnAmt
Unrelated Business Revenue	$10,288	UnrelatedBusinessRevenueAmt
Exclusion	$241,121	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT MANAGEMENT	Desc
Business	523000	BusinessCd
Total Revenue Column	$4,746,007	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,101,297	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$2,644,710	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,746,007	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,229,018	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,301,418	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$2,654,009	UnrelatedBusinessRevenueAmt
Exclusion	$273,591	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,764,010	TotalAmt
Program Services	$882,005	ProgramServicesAmt
Management And General	$882,005	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$963,928	TotalAmt
Program Services	$481,964	ProgramServicesAmt
Management And General	$481,964	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,577,900	TotalAmt
Program Services	$2,577,900	ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$246,276	TotalAmt
Program Services	$246,276	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$905,432	TotalAmt
Program Services	$905,432	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$226,533	TotalAmt
Program Services	$226,533	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$119,886	TotalAmt
Management And General	$119,886	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$759,900	TotalAmt
Management And General	$759,900	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$907,686	TotalAmt
Management And General	$907,686	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$91,884	TotalAmt
Program Services	$91,884	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$419,276	TotalAmt
Program Services	$419,276	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$105,300	TotalAmt
Program Services	$105,300	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,248,959	TotalAmt
Program Services	$4,248,959	ProgramServicesAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	MERGER EXPENSES	Desc
Total	$8,157,478	TotalAmt
Management And General	$8,157,478	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$21,494,448	TotalAmt
Program Services	$10,185,529	ProgramServicesAmt
Management And General	$11,308,919	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,342,602	BOYAmt
EOY	$2,383,271	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,670,523	BOYAmt
EOY	$1,109,406	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,230,574	BOYAmt
EOY	$1,961,585	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$9,561,870	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$23,361	BOYAmt
EOY	$23,000	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$13,828,930	BOYAmt
EOY	$5,477,262	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,887,916	BOYAmt
EOY	$2,606,690	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,887,916	BOYAmt
EOY	$2,606,690	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$10,941,014	BOYAmt
EOY	$2,870,572	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$10,941,014	BOYAmt
EOY	$2,870,572	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$13,828,930	BOYAmt
EOY	$5,477,262	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$8,265,430	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$194,988	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Func Int	Yes (X)	SupportingOrgType3FuncIntInd
Supported Organizations	8	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (8 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
BETH ISRAEL DEACONESS MEDICAL CENTER
042103881	3	Yes (1)	$11,198,672	$0
BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM
043229679	3	Yes (1)	$256,865	$0
MOUNT AUBURN HOSPITAL
042103606	3	Yes (1)	$3,278,066	$0
NEW ENGLAND BAPTIST HOSPITAL
042103612	3	Yes (1)	$1,913,129	$0
HMFP AT BETH ISRAEL DEACONESS MEDICAL CENTER
222768204	10	Yes (1)	$961,070	$0
MEDICAL CARE OF BOSTON MANAGEMENT CORP DBA AFFILIA
042810972	10	0	$126,826	$0
BETH ISRAEL DEACONESS HOSPITAL-MILTON INC
042103604	3	0	$307,284	$0
BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH INC
222667354	3	0	$724,992	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	8	SupportedOrganizationsTotalCnt
Support Sum	$18,766,904	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	0	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	0	TimelyProvidedDocumentsInd
Officers Close Relationship	0	OfficersCloseRelationshipInd
Supported Org Voice Investment	0	SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

Field	Value	IRS element (for citing)
Activities Test	Yes (X)	ActivitiesTestInd
Activities Further Exempt Prps	Yes (1)	ActivitiesFurtherExemptPrpsInd
Activities Engaged Org Invlmnt	Yes (1)	ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE A PART IV SECTION A QUESTION 1

NAME AND RELATIONSHIP OF SUPPORTING ORGANIZATIONS 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 WHICH MADE UP THE CAREGROUP SYSTEM. TO THIS END, 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), NEW ENGLAND BAPTIST HOSPITAL (NEBH) AND MOUNT AUBURN HOSPITAL (MAH). BIDMC IN TURN SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BID-NEEDHAM), MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON), MILTON HOSPITAL FOUNDATION (MHF), BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BID-PLYMOUTH) AND JORDAN HEALTH SYSTEMS, INC. (JHSI). 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 AFFILIATED HOSPITALS ACCOMPLISH THEIR CHARITABLE PURPOSES. EACH OF THE ENTITIES LISTED IN THIS PARAGRAPH MAY HAVE, IN TURN, SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE CAREGROUP NETWORK OF AFFILIATES. THE CAREGROUP RESTATED ARTICLES OF ORGANIZATION IN EFFECT FOR THE PERIOD COVERED BY THIS FILING SPECIFIED THAT THE CORPORATION "SHALL OPERATE EXCLUSIVELY FOR THE BENEFIT OF BETH ISRAEL DEACONESS MEDICAL CENTER, INC., BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC., MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND THEIR AFFILIATED HOSPITALS AND OTHER AFFILIATED CHARITABLE ORGANIZATIONS IN THE CONDUCT OF THEIR CHARITABLE, EDUCATIONAL AND SCIENTIFIC FUNCTIONS..." AS REPORTED IN THIS FORM 990 SCHEDULE A, PART I LINE 11G, DURING THE PERIOD COVERED BY THIS FILING, CAREGROUP PROVIDED SUPPORT TO BIDMC, BID-NEEDHAM, BID-MILTON, BID-PLYMOUTH, APG, MAH, NEBH AND HMFP. ALTHOUGH NOT ALL OF THESE ENTITIES WERE SPECIFICALLY LISTED BY NAME IN THE ARTICLES, ALL WERE DESIGNATED BY CLASS AND PURPOSE AS STATED IN THAT GOVERNING DOCUMENT AS "AFFILIATED HOSPITALS AND OTHER AFFILIATED CHARITABLE ORGANIZATIONS" AS BIDMC SERVES AS THE SOLE MEMBER OF THE ENTITIES NOT OTHERWISE LISTED. IN ADDITION, CAREGROUP HAS AN HISTORIC AND CONTINUING RELATIONSHIP WITH THESE ENTITIES PROVIDING ONGOING SERVICES AS NOTED THROUGHOUT THIS FORM 990, REQUIRED SCHEDULES AND NARRATIVE SUPPORT.

SCHEDULE A PART IV SECTION D QUESTION 3

SIGNIFICANT VOICE IN INVESTMENT POLICIES, OTHER SERVICES AND BOARD REPRESENTATION SCHEDULE A PART IV SECTION E TYPE III FUNCTIONALLY-INTEGRATED SUPPORTING ORGANIZATIONS - ACTIVITIES TEST AS NOTED IN THIS FORM 990 FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP WAS A SUPPORT ORGANIZATION OVERSEEING THE FINANCIAL WELL-BEING OF ITS AFFILIATED ENTITIES. TO THAT END, CAREGROUP PROVIDED, AMONG OTHER THINGS, MANAGEMENT LEADERSHIP, DEBT STRUCTURING SUPPORT, INVESTMENT MANAGEMENT FOR THE ENDOWMENT ASSETS, FINANCING OF CAPITAL PROJECTS THROUGH ITS POOLED AND OBLIGATED GROUP DEBT, AND FINANCIAL SUPPORT SERVICES, INCLUDING INSURANCE AND TAX SERVICES FOR THE CONSOLIDATED NETWORK OF ENTITIES. DURING THE PERIOD COVERED BY THIS FILING, THE CAREGROUP CHIEF INVESTMENT OFFICER (CIO) PROVIDED INVESTMENT REPORTS TO SUPPORTED ORGANIZATIONS' INVESTMENT COMMITTEES, FINANCE COMMITTEES AND/OR BOARDS OF DIRECTORS/TRUSTEES AS WELL AS TO EACH INVESTOR'S SENIOR FINANCIAL MANAGEMENT. IN ADDITION, THE CIO WORKED WITH EACH ENTITY'S SENIOR MANAGEMENT AS NECESSARY RELATED TO ACCESSIBILITY TO CASH AND LIQUIDITY OF INVESTMENTS. THE CAREGROUP BOARD OF MANAGERS, A SUBCOMMITTEE OF THE CAREGROUP BOARD, WAS DESIGNATED TO MAKE INVESTMENT DECISIONS BY THE SUPPORTED ORGANIZATIONS WHOSE ENDOWMENTS AND/OR QUASI ENDOWMENT FUNDS WERE INVESTED; THESE ORGANIZATIONS EACH HAD BOARD REPRESENTATION DIRECTLY ON THE CAREGROUP BOARD OR REPRESENTATION THROUGH AN ENTITY WHICH SERVES AS ITS SOLE MEMBER. THE CAREGROUP EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER WAS INVITED TO BOARD MEETINGS OF SUPPORTED ORGANIZATIONS AS WELL AS MANY MEETINGS OF BOARD SUBCOMMITTEES. IN ADDITION, UNDER THE BY-LAWS WHICH WERE AMENDED AND RESTATED EFFECTIVE MARCH 24, 2016 BETH ISRAEL DEACONESS MEDICAL CENTER, MOUNT AUBURN HOSPITAL AND NEW ENGLAND BAPTIST HOSPITAL EACH HAD THE RIGHT TO DESIGNATE ONE OF CAREGROUP'S DIRECTORS. FOR THE PERIOD COVERED BY THIS FILING AND AS REPORTED IN THIS FORM 990 PART I, SUMMARY, QUESTIONS 3 AND 4 AS WELL AS IN PART VI, GOVERNANCE, MANAGEMENT AND DISCLOSURE, QUESTION 1A AND 1B, CAREGROUP HAD SEVEN VOTING AND SEVEN INDEPENDENT DIRECTORS. ACTIVITIES RELATED TO ISSUING NEW OBLIGATED GROUP DEBT AND/OR REFINANCING ANY EXISTING DEBT REQUIRED EXTENSIVE REVIEW AND COORDINATION WITH EACH MEMBER OF THE CAREGROUP OBLIGATED GROUP, ALL OF WHICH WERE SUPPORTED ORGANIZATIONS, AND BOARD VOTES RELATED TO ANY SUCH ACTION WERE REQUIRED. FINALLY, ON-GOING INSURANCE SERVICES, OTHER FINANCIAL SERVICES, TAX SERVICES AND COSTS WERE REVIEWED ON AN ON-GOING BASIS WITH THE SENIOR MANAGEMENT OF THE SUPPORTED ORGANIZATIONS AND INCLUDED PRESENTATIONS TO THE SUPPORTED ORGANIZATIONS' BOARDS OF DIRECTORS/TRUSTEES AND/OR BOARD SUB-COMMITTEES GENERALLY ON NOT LESS THAN AN ANNUAL BASIS. CAREGROUP'S EXEMPT FUNCTION INCOME WAS EXCLUSIVELY DERIVED FROM PAYMENTS MADE TO CAREGROUP BY ITS SUPPORTED ORGANIZATIONS AND RELATED TO THE SERVICES IT PROVIDED TO THOSE SUPPORTED ORGANIZATIONS AS DESCRIBED ABOVE. THE SUPPORTED ORGANIZATIONS WOULD HAVE NEEDED TO PERFORM THESE FUNCTIONS DIRECTLY IF NOT PROVIDED TO THEM BY CAREGROUP. ANNUALLY, A PERCENTAGE OF CAREGROUP'S INVESTMENT INCOME WAS ALLOCATED TO EACH SUPPORTED ORGANIZATION TO COVER A PORTION OF THE COSTS OF THE SERVICES THAT CAREGROUP PROVIDED TO EACH SUPPORTED ORGANIZATION. AS PREVIOUSLY NOTED, EFFECTIVE MARCH 1, 2019 AND PURSUANT TO A PLAN OF STATUTORY MERGER, CAREGROUP MERGED INTO BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER). PRIOR TO THAT DATE CAREGROUP HAD SERVED AS THE SOLE MEMBER OF THE MEDICAL CENTER. IN ADDITION, EFFECTIVE MARCH 1, 2019 BETH ISRAEL LAHEY HEALTH, INC. (BILH) BECAME THE SOLE MEMBER OF, AMONG OTHER ENTITIES, THE MEDICAL CENTER, MOUNT AUBURN HOSPITAL AND NEW ENGLAND BAPTIST HOSPITAL. CAREGROUP HAD PREVIOUSLY SERVED AS SOLE MEMBER AND A SUPPORT ORGANIZATION FOR THESE ENTITIES. IN ADDITION TO THE SUPPORT ACTIVITIES NOTED ABOVE, DURING THE PERIOD COVERED BY THIS FILING CAREGROUP PROVIDED ADDITIONAL FINANCIAL SUPPORT RELATED TO PRE-MERGER ACTIVITIES, ALL OF WHICH REQUIRED SIGNIFICANT INVOLVEMENT FROM THE SENIOR MANAGEMENT AND BOARDS OF DIRECTORS/TRUSTEES OF THE SUPPORTED ORGANIZATIONS. AS SUCH, THROUGH THESE ACTIVITIES AND ACTIONS, EACH SUPPORTED ORGANIZATION HAD A SIGNIFICANT VOICE IN CAREGROUP'S OVERALL OPERATIONS INCLUDING IN THE INVESTMENT POLICIES AS WELL AS THE USE OF CAREGROUP'S INCOME AND ASSETS.

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	0	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Total Lobbying Expenditures	$0	TotalLobbyingExpendituresAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	- DESCRIPTION OF LOBBYING ACTIVITIES AS PREVIOUSLY NOTED AND FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), MOUNT AUBURN HOSPITAL (MAH) AND NEW ENGLAND BAPTIST HOSPITAL (NEBH). OCCASIONALLY, THESE ENTITIES ENGAGE IN SOME LOBBYING EFFORTS ON BEHALF OF THEMSELVES, CAREGROUP, INC. AND OTHER AFFILIATED NETWORK ENTITIES. ADDITIONALLY, FROM TIME TO TIME CAREGROUP, INC. PAYS 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. TOTAL LOBBYING EXPENDITURES ON BEHALF OF CAREGROUP, INC. WERE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,603,579,000	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$214,531	NetUnrealizedGainsInvstAmt
Other Revenue	$3,590,135,000	OtherRevenueAmt
Revenue Not Reported	$3,590,349,531	RevenueNotReportedAmt
Revenue Subtotal	$13,229,469	RevenueSubtotalAmt
Other Revenues Not Included	-$451	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$451	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$13,229,018	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,493,450,000	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$3,471,955,000	OtherExpensesIncludedAmt
Expenses Not Reported	$3,471,955,000	ExpensesNotReportedAmt
Expenses Subtotal	$21,495,000	ExpensesSubtotalAmt
Other Expenses Not Included	-$552	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$552	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$21,494,448	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	FINANCIAL STATEMENT FOOTNOTE REGARDING LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740) CAREGROUP AND SUBSTANTIALLY ALL 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 CORPORATION 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 TO BE REALIZED UPON SETTLEMENT. CHANGES OF BENEFIT IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE CORPORATION 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. MANAGEMENT HAS REVIEWED ITS PROVISIONS AND THE POTENTIAL IMPACT OF THE LAW AND CONCLUDED THAT THE ENACTMENT OF H. R. 1 DID NOT HAVE A MATERIAL EFFECT ON THE OPERATIONS OF THE ORGANIZATION.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CONSOLIDATED AFFILIATES NET ELIMINATION 3,590,135,000.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	ROUNDING -451.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	CONSOLIDATED AFFILIATES NET ELIMINATION 3,471,955,000.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	ROUNDING -552.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt
CENTRAL AMERICA & THE CARIBBEAN	0	0	INVESTMENTS
EUROPE (INCLUDING ICELAND & GREENLAND)	0	0	INVESTMENETS
NORTH AMERICA	0	0	INVESTMENTS

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$0	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$0	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE F, PART IV - FOREIGN FORMS	FormAndLineReferenceDesc
Explanation	ALTHOUGH CAREGROUP WAS AN INDIRECT TRANSFEROR OF FUNDS TO A FOREIGN CORPORATION DURING THE PERIOD COVERED BY THIS FILING, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 926, RETURN OF A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION. ALTHOUGH CAREGROUP WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR A QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8621, INFORMATION RETURN BY A SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND. ALTHOUGH CAREGROUP 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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROBLE DANIEL
VP, GENERAL COUNSEL, CLERK	$318,223	$0	$55,500	$0	$21,370	$0	$25,030	$0	$24,995	$0	$445,118	$0	$0	$0
SZUM JOHN
CFO, EVP, TREASURER	$439,995	$0	$50,000	$0	$21,171	$0	$67,599	$0	$37,801	$0	$616,566	$0	$0	$0
DONOVAN SHAWN
INT CHF INV OFF/VP MARKET SEC.	$397,531	$0	$190,000	$0	$18,648	$0	$51,180	$0	$44,966	$0	$702,325	$0	$0	$0
CLOUGH JEANETTE
PRES/CEO MT AUBURN HOSP	$771,850	$0	$450,000	$0	$79,314	$243,963	$31,280	$0	$30,701	$0	$1,363,145	$243,963	$0	$0
ANTONAS JULIE
VP - MARKETABLE SECURITIES	$299,505	$0	$70,000	$0	$279	$0	$0	$0	$32,283	$0	$402,067	$0	$0	$0
SCHWAB VALBONA
VP - MARKETABLE SECURITIES	$360,344	$0	$105,000	$0	$18,401	$0	$15,755	$0	$51,681	$0	$551,181	$0	$0	$0
BOWES GEOFFREY
INVESTMENT ASSOCIATE	$216,740	$0	$60,000	$0	$187	$0	$10,747	$0	$11,532	$0	$299,206	$0	$0	$0
APPLEYARD JOSEPH
CORP DIR - FINANCIAL PLANNING	$172,851	$0	$0	$0	$13,403	$0	$26,868	$0	$30,632	$0	$243,754	$0	$0	$0
MONCREIFF JANE
FMR SVP & CHF INVT OFF	$213,021	$0	$0	$0	$646,999	$0	$324,266	$0	$20,027	$0	$1,204,313	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	EXPLANATORY FOOTNOTES AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN CAREGROUP FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 IS CALENDAR YEAR 2017 DETAIL.
PART I, LINES 4A-B	SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE 2017 CALENDAR YEAR, CAREGROUP AND THE MEDICAL CENTER WERE PARTICIPATING EMPLOYERS 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 RECEIVED CERTAIN RETIREMENT BENEFITS AND/OR WERE ABLE TO DEFER PART OF THEIR COMPENSATION. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE CONSIDERED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. AMOUNTS DEFERRED BY PARTICIPANTS OR RECEIVED BY PARTICIPANTS AND RELATED TO THESE PLANS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION AND/OR FORM 990, SCHEDULE J, PART II, COLUMN C, DEFERRED COMPENSATION IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW.
PART I, LINE 7	NON-FIXED PAYMENTS THE CAREGROUP EXECUTIVE COMPENSATION PACKAGES AND CERTAIN EMPLOYEE COMPENSATION PACKAGES INCLUDED OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING PRE-DETERMINED GOALS. FOR THE PERIOD COVERED BY THIS FILING, THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE REPORTED IN THIS FORM 990 WAS REVIEWED AND APPROVED BY THE CAREGROUP EXECUTIVE COMMITTEE, WHICH AS PREVIOUSLY NOTED, WAS FULLY STAFFED BY INDEPENDENT MEMBERS.
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES	AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN CAREGROUP FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2018 IS CALENDAR YEAR 2017 DETAIL. REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: REGULAR WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN. OTHER REPORTABLE COMPENSATION: AMOUNTS QUANTIFIED IN OTHER REPORTABLE COMPENSATION WHICH MAY NOT BE SEPARATELY NOTED IN THIS FILING INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; DISTRIBUTIONS FROM A 457(B) PLAN; AMOUNTS INCLUDIBLE IN INCOME UNDER A 457(F) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED RETIREMENT BENEFITS; OTHER TAXABLE RETIREMENT BENEFITS. DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN AND/OR THE CHANGE IN ACTUARIAL VALUE OF THE PENSION PLAN BENEFIT, UNFUNDED AND UNVESTED AMOUNTS DEFERRED UNDER 457(F) PLAN. NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THESE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, ADOPTION ASSISTANCE, TUITION ASSISTANCE PURSUANT TO AN EMPLOYER PLAN, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE. ALL DIRECTORS SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS, OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR, AS DENOTED BY THE LISTED TITLES. BETH ISRAEL DEACONESS MEDICAL CENTER AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS BIDMC AND HMFP RESPECTIVELY. BARKER, ESQ., THOMAS R. DIRECTOR - CAREGROUP, INC. MR. BARKER DEVOTED, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. CANEPA, JOHN J. DIRECTOR - CAREGROUP, INC. TRUSTEE, CO-CHAIR - MOUNT AUBURN HOSPITAL TRUSTEE - MOUNT AUBURN PROFESSIONAL SERVICES TRUSTEE - CAREGROUP PARMENTER HOME CARE & HOSPICE MR. CANEPA DEVOTED, ON AVERAGE, A COMBINED 8 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. JICK, DANIEL J. DIRECTOR - CAREGROUP, INC. DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER MR. JICK DEVOTED, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. NICHOLS, PETER B. DIRECTOR- CAREGROUP, INC. TRUSTEE, CO-VICE CHAIR - NEW ENGLAND BAPTIST HOSPITAL MR. NICHOLS DEVOTED, ON AVERAGE, A COMBINED 3 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. NORKUS, MICHAEL DIRECTOR AND BOARD CHAIR - CAREGROUP, INC. MR. NORKUS DEVOTED, ON AVERAGE, 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION. STRIEDER, HELEN R. DIRECTOR - CAREGROUP, INC. MS. STRIEDER DEVOTED, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. WILKINS, JOHN P. DIRECTOR - CAREGROUP, INC. MR. WILKINS DEVOTED, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. ROBLE, ESQ., DANIEL VICE PRESIDENT, GENERAL COUNSEL AND CLERK - CAREGROUP, INC. MR. ROBLE DEVOTED, ON AVERAGE, 24 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY CAREGROUP, INC. BASE COMPENSATION: 318,223 BONUS AND INCENTIVE COMPENSATION: 55,500 OTHER REPORTABLE COMPENSATION: 21,370 DEFERRED COMPENSATION: 25,030 NON-TAXABLE BENEFITS: 24,995 OTHER REPORTABLE COMPENSATION FOR MR. ROBLE INCLUDES PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $18,000. SZUM, JOHN T. EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER - CAREGROUP, INC. TREASURER - CAREGROUP, INC. MR. SZUM DEVOTED, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY CAREGROUP, INC. BASE COMPENSATION: 439,995 BONUS AND INCENTIVE COMPENSATION: 50,000 OTHER REPORTABLE COMPENSATION: 21,171 DEFERRED COMPENSATION: 67,599 NON-TAXABLE BENEFITS: 37,801 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. SZUM INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $50,750. OF THIS AMOUNT, $32,750 WAS BOTH UNFUNDED AND UNVESTED ON THE DATE THE CONTRIBUTION WAS CREDITED. DONOVAN, SHAWN INTERIM CHIEF INVESTMENT OFFICER - CAREGROUP, INC. VICE PRESIDENT MARKETABLE SECURITIES - CAREGROUP MR. DONOVAN'S ROLE AS CAREGROUP INTERIM CHIEF INVESTMENT OFFICER ENDED JULY 20, 2018. MR. DONOVAN DEVOTED, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 397,531 INCENTIVE COMPENSATION: 190,000 OTHER REPORTABLE COMPENSATION: 18,648 DEFERRED COMPENSATION: 51,180 NON-TAXABLE BENEFITS: 44,966 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. DONOVAN INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $52,100. OF THIS AMOUNT, $34,100 IS BOTH UNFUNDED AND UNVESTED. CLOUGH, JEANETTE G. TRUSTEE (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER - MOUNT AUBURN HOSPITAL TRUSTEE, PRESIDENT AND CHIEF EXECUTIVE OFFICER - MOUNT AUBURN PROFESSIONAL SERVICES TRUSTEE - CAREGROUP PARMENTER HOME CARE & HOSPICE MS. CLOUGH DEVOTED, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. IN HER POSITIONS AS PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR MOUNT AUBURN HOSPITAL (MAH) AND MOUNT AUBURN PROFESSIONAL SERVICES (MAPS), MS. CLOUGH RECEIVED PAYMENTS DIRECTLY FROM MAH AS WELL AS FROM CAREGROUP, WHICH, FOR THE PERIOD COVERED BY THIS FILING, SERVED AS THE SOLE MEMBER OF MAH. IN ADDITION, FOR THIS SAME PERIOD, CAREGROUP WAS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND A SUPPORT ORGANIZATION OF MAH. FINALLY, FOR THE PERIOD COVERED BY THIS FILING, MS. CLOUGH PERFORMED SERVICES FOR BOTH MAH AND MAPS BUT NOT DIRECTLY FOR CAREGROUP. THE COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON FORM 990, AS FURTHER OUTLINED BELOW. MS. CLOUGH'S COMPENSATION PAID BY CAREGROUP AND MAH IS REPORTED BELOW. THESE AMOUNTS ARE SIMILARLY REPORTED ON THE MAH AND MAPS RETURNS BASED ON THE SERVICES SHE PROVIDED TO THESE ENTITIES FOR THE POSITIONS NOTED ABOVE. PAYMENTS MADE BY CAREGROUP AND REPORTED BY MAH AND MAPS: BASE COMPENSATION: 771,850 INCENTIVE COMPENSATION: 450,000 OTHER REPORTABLE COMPENSATION: 79,314 DEFERRED COMPENSATION: 31,280 NON-TAXABLE BENEFITS: 30,701 PAYMENTS MADE BY MAH AND REPORTED BY MAH AND MAPS: BASE COMPENSATION: 0 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 243,963 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 INCENTIVE COMPENSATION REPORTED FOR THE 2017 CALENDAR YEAR INCLUDES 1) PAYMENT IN 2017 PURSUANT TO AN ANNUAL INCENTIVE PLAN RELATED TO MOUNT AUBURN HOSPITAL'S FISCAL YEAR ENDED SEPTEMBER 30, 2015 IN THE AMOUNT OF $262,500 AND 2) A PAYMENT PURSUANT TO AN ANNUAL INCENTIVE PLAN RELATED TO THE FISCAL YEAR ENDED SEPTEMBER 30, 2016 IN THE AMOUNT OF $187,500. AS REQUIRED BY THIS FORM 990, THE INCENTIVE COMPENSATION PAYMENT IN THE AMOUNT OF $262,500 WAS REPORTED AS DEFERRED COMPENSATION IN THE PRIOR YEAR FORM 990. OTHER REPORTABLE COMPENSATION REPORTED FOR THE 2017 CALENDAR YEAR INCLUDES RETENTION PAYMENTS OF $178,324 PURSUANT TO MS. CLOUGH'S SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) AGREEMENT. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. CLOUGH INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS, INCLUDING THE INCREASE/DECREASE IN ACCOUNT VALUE, IN THE AMOUNT OF $139,409. SCHWAB, VALBONA VICE PRESIDENT, MARKETABLE SECURITIES - CAREGROUP, INC. MS. SCHWAB DEVOTED, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION.
SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES (CONTINUED)	PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 360,344 INCENTIVE COMPENSATION: 105,000 OTHER REPORTABLE COMPENSATION: 18,401 DEFERRED COMPENSATION: 15,755 NON-TAXABLE BENEFITS: 51,681 OTHER REPORTABLE COMPENSATION FOR MS. SCHWAB INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $18,000. ANTONAS, JULIE VICE PRESIDENT, MARKETABLE SECURITIES - CAREGROUP, INC. MS. ANTONAS DEVOTED, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 299,505 INCENTIVE COMPENSATION: 70,000 OTHER REPORTABLE COMPENSATION: 279 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 32,283 BOWES, GEOFFREY INVESTMENT ASSOCIATE - CAREGROUP, INC. MR. BOWES DEVOTED, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 216,740 INCENTIVE COMPENSATION: 60,000 OTHER REPORTABLE COMPENSATION: 187 DEFERRED COMPENSATION: 10,747 NON-TAXABLE BENEFITS: 11,532 APPLEYARD, JOSEPH CORPORATE DIRECTOR - FINANCIAL PLANNING - CAREGROUP, INC. MR. APPLEYARD DEVOTED, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 172,851 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 13,403 DEFERRED COMPENSATION: 26,868 NON-TAXABLE BENEFITS: 30,632 OTHER REPORTABLE COMPENSATION REPORTED FOR MR. APPLEYARD INCLUDES DEFERRALS RELATED TO A NON-QUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $13,000. MONCREIFF, JANE FORMER SENIOR VICE PRESIDENT AND CHIEF INVESTMENT OFFICER - CAREGROUP, INC. MS. MONCREIFF'S POSITION AS CAREGROUP'S SENIOR VICE PRESIDENT AND CHIEF INVESTMENT OFFICER ENDED MAY 2, 2017. PAYMENTS REPORTED BY CAREGROUP: BASE COMPENSATION: 213,021 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 646,999 DEFERRED COMPENSATION: 324,266 NON-TAXABLE BENEFITS: 20,027 OTHER REPORTABLE COMPENSATION FOR MS. MONCREIFF INCLUDES SEVERANCE PAYMENTS OF $627,974. OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MS. MONCREIFF INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $82,125. OF THIS AMOUNT, $64,125 WAS BOTH UNFUNDED AND UNVESTED ON THE DATE CREDITED. DEFERRED COMPENSATION FOR MS. MONCREIFF INCLUDES SEVERANCE OF $240,385 WHICH WAS PAID TO MS. MONCRIEFF AFTER DECEMBER 31, 2017. THIS AMOUNT WILL BE REPORTED AGAIN AS OTHER REPORTABLE COMPENSATION IN THE FORM 990 AND THE MASSACHUSETTS FORM PC FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2019.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
MASS DEVELOPMENT FINANCE AGENCY
A	043431814	57584YJW0	2018-06-13	$479,594,374	SEE PART VI	0	0	0
MASS DEVELOPMENT FINANCE AGENCY
B	043431814	57584XMT5	2016-05-12	$257,611,877	SEE PART VI	0	0	0
MASS DEVELOPMENT FINANCE AGENCY
C	043431814	57584XDH1	2015-09-02	$203,702,204	SEE PART VI	0	0	0
MASS DEVELOPMENT FINANCE AGENCY
D	043431814	000000000	2012-07-11	$49,910,000	REFUND ISSUE DATED 02/11/1998	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd	RetiredRetiredAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr
A	$482,429,721	$4,594,374	$26,884,283	$450,951,064	0	0	0	Yes (1)
B	$257,618,370	$2,515,889	$19,006,493		0	Yes (1)	Yes (1)	Yes (1)	$8,805,000	$236,095,988	2016
C	$203,702,204	$2,348,479			Yes (1)	Yes (1)	Yes (1)	Yes (1)	$22,970,000	$201,353,725
D	$49,910,000	$368,094			Yes (1)	0	Yes (1)	Yes (1)		$49,541,906

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct
A	0	0	Yes (1)	Yes (1)	Yes (1)
B	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)
C	Yes (1)	Yes (1)	Yes (1)	Yes (1)	Yes (1)	0.00500	0.00500	0.01000
D	0	0	0		Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	Yes (1)	0	Yes (1)
B	Yes (1)	0	Yes (1)
C	Yes (1)	0	Yes (1)
D	0	Yes (1)	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)
C	Yes (1)
D	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K - EXPLANATORY STATEMENT	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 AND SERVED AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL - MILTON, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL AND THESE ENTITIES' PHYSICIAN GROUPS AND OTHER AFFILIATED ENTITIES. CAREGROUP'S PURPOSE WAS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP AND SOME OF ITS AFFILIATES JOINTLY BORROWED DEBT AS AN OBLIGATED GROUP. THE FOLLOWING IS A LIST OF THE ENTITIES WHICH PARTICIPATED AS MEMBERS OF THE CAREGROUP OBLIGATED GROUP: CAREGROUP, BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS - NEEDHAM (BID-NEEDHAM), MOUNT AUBURN PROFESSIONAL SERVICES (MAPS), MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - MILTON AND BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH. THE INFORMATION REPORTED ON SCHEDULE K FOR BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER) REFLECTS THE COMBINED CAREGROUP OBLIGATED GROUP DEBT ISSUED AFTER DECEMBER 31, 2002 WITH AN OUTSTANDING PRINCIPAL BALANCE IN EXCESS OF $100,000.
SCHEDULE K, PART 1, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE	PURPOSES OF CAREGROUP SERIES J BONDS: -TO CONSTRUCT A NEW INPATIENT BUILDING AT BETH ISRAEL DEACONESS MEDICAL CENTER INCLUDING ACUTE AND INTENSIVE CARE, OPERATING/PROCEDURE ROOMS, ANCILLARY CLINICAL AND CLINICAL SUPPORT SPACES -TO CONSTRUCT AN OUTPATIENT AMBULATORY CARE BUILDING AT BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM -FACILITY AND COMPUTER SYSTEM UPGRADES AT BETH ISRAEL DEACONESS HOSPITAL - MILTON, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM AND BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH SCHEDULE K (1 OF 2), PART 1, LINE B, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES I BONDS: -REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES B BONDS, A PORTION OF THE CAREGROUP SERIES D BONDS AND ALL OF THE CAREGROUP SERIES E-1 BONDS CREATING AN IRREVOCABLE REFUNDING TRUST DATED MAY 12, 2016 -TO FINANCE AND REFINANCE THE ACQUISITION AND IMPLEMENTATION OF AN INTEGRATED INFORMATION TECHNOLOGY PLATFORM FOR MOUNT AUBURN HOSPITAL -TO FINANCE AND REFINANCE THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND THE CONSTRUCTION OF IMPROVEMENTS AND RENOVATIONS TO MISCELLANEOUS OBLIGATED GROUP FACILITIES SCHEDULE K (1 OF 2), PART 1, LINE C, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES H BONDS: -REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE MILTON SERIES D BONDS, THE PLYMOUTH SERIES D BONDS, THE PLYMOUTH SERIES E BONDS, AND A PORTION OF THE CAREGROUP SERIES E BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED SEPTEMBER 2, 2015 SCHEDULE K (1 OF 2), PART 1, LINE D, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES G BONDS: -REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 1, 2012 SCHEDULE K (2 OF 2), PART 1, LINE A, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES F BONDS: -REFUNDING OF A PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED SEPTEMBER 1, 2011 SCHEDULE K (1 OF 2) PART II, COLUMN A, LINE 3 THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $26,884,283 OF INVESTMENT EARNINGS. SCHEDULE K (1 OF 2) PART II, COLUMN B, LINE 3 THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE DUE TO THE $6,493 OF INVESTMENT EARNINGS. SCHEDULE K (1 OF 2) PART II, COLUMNS B, C & D, LINE 11 THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. SCHEDULE K (2 OF 2) PART II, COLUMN A, 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. SCHEDULE K (1 OF 2) PART III, COLUMN B, LINE 6 TOTAL FINANCED PROPERTY USED IN A PRIVATE BUSINESS USE BY ENTITIES OTHER THAN A SECTION 501(C)(3) ORGANIZATION OR A STATE OR LOCAL GOVERNMENT AND FINANCED PROPERTY USED IN A PRIVATE BUSINESS USE AS A RESULT OF UNRELATED TRADE OR BUSINESS ACTIVITY CARRIED ON BY THE MEMBERS OF THE CAREGROUP OBLIGATED GROUP OR ANOTHER SECTION 501(C)(3) ORGANIZATION, OR A STATE OR LOCAL GOVERNMENT IS LESS THAN .1%. AS SUCH AND IN ACCORDANCE WITH THE INSTRUCTIONS FOR THE FORM 990, SCHEDULE K, THIS AMOUNT HAS BEEN REPORTED AS 0%. SCHEDULE K (1 OF 2) PART III, COLUMN D AND SCHEDULE K (2 OF 2) PART III, COLUMN A BOTH THE 2012 AND 2011 ISSUES ARE EXEMPT FROM COMPLETING PART III AS BOTH ISSUES WERE REFUNDINGS OF BONDS ISSUED PRIOR TO DECEMBER 31, 2002.
SCHEDULE K PART III QUESTIONS 2 AND 3	FOR THE PERIOD COVERED BY THIS FILING, FACILITIES FINANCED WITH TAX-EXEMPT BONDS WERE PRIMARILY OCCUPIED BY CAREGROUP AND ITS AFFILIATED TAX-EXEMPT ENTITIES, INCLUDING BUT NOT LIMITED TO THE MEDICAL CENTER, BID-NEEDHAM, BID-PLYMOUTH, BID-MILTON, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, NEBH, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, MAH, MAPS AND APG. SOME FINANCED SPACE MAY CONTAIN LEASE ARRANGEMENTS, AND THE AFFILIATES WHICH OWN THE DEBT FINANCED SPACE MAY OPT TO ENGAGE A MANAGEMENT SERVICES COMPANY (I.E. CLEANING, PATIENT TRANSPORT, AND FOOD SERVICES) OR ENGAGE IN RESEARCH PURSUANT TO RESEARCH AGREEMENTS WITHIN TAX EXEMPT DEBT FINANCED SPACE. ANY SUCH AGREEMENTS IN PLACE AS OF SEPTEMBER 30, 2018 WERE REVIEWED TO ENSURE PROPER ACCOUNTING OF ANY PRIVATE USE GENERATED FROM SUCH ACTIVITIES. IN ADDITION, SUCH AGREEMENTS ARE GENERALLY REVIEWED BY INSIDE COUNSEL PRIOR TO FINALIZING.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	MASS DEVELOPMENT FINANCE AGENCY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	043431814	BondIssuerEIN
CUSIP	000000000	CUSIPNum
Bond Issued	2011-09-15	BondIssuedDt
Issue Price	$120,280,000	IssuePriceAmt
Purpose	REFUND ISSUE DATED 02/11/1998	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$75,775,000	RetiredAmt
Total Proceeds	$120,280,000	TotalProceedsAmt
Issuance Costs From Proceeds	$290,672	IssuanceCostsFromProceedsAmt
Other Spent Proceeds	$119,989,328	OtherSpentProceedsAmt
Current Refunding	Yes (1)	CurrentRefundingInd
Advance Refunding	0	AdvanceRefundingInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	0	OwningBondFinancedPropertyInd
Any Lease Arrangements	0	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	0	MgmtContractBondFincdPropInd
Any Research Agreements	0	AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test	0	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	0	ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd	Yes (1)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	Yes (1)	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Schedule N IRS990ScheduleN

Disposition Of Assets Detail DispositionOfAssetsDetail (12 entries)

Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc	DistributionDistributionDt	Fair Market Value Of AssetFairMarketValueOfAssetAmt	Method Of FMV DeterminationMethodOfFMVDeterminationTxt	EINEIN	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	IRC SectionIRCSectionTxt
BDO
DON FACTOR	2017-10-04	$3,131	INVOICE AMOUNT	135381590	ONE INTERNATIONAL PLACE	BOSTON	MA	02110	LLP
CONSILIO
CONSULTING	2018-07-03	$2,630,102	INVOICE AMOUNT	542019342	1828 L ST NW SUITE 1070	WASHINGTON	DC	20036	LLC
DENTERLEIN
PUBLIC RELATIONS	2018-06-26	$76,714	INVOICE AMOUNT	043544313	3 POST OFFICE SQUARE SUITE 701	BOSTON	MA	02109	CORPORATION
GOODWIN PROCTER
ANTITRUST AND AFFILIATION CONSULTING	2018-08-24	$1,520,274	INVOICE AMOUNT	041378465	901 NY AVENUE NW	WASHINGTON	DC	20001	LLP
COMMONWEALTH OF MASSACHUSETTS
DETERMINATION OF NEED	2017-10-01	$142,867	INVOICE AMOUNT		250 WASHINGTON STREET	BOSTON	MA	02108	STATE GOVERNMENT
MINTZ LEVIN & COHN
STRATEGIC CONSULTING	2018-06-12	$32,706	INVOICE AMOUNT	042718459	ONE FINANCIAL CENTER	BOSTON	MA	02111	LLC
ML STRATEGIES LLC
PUBLIC RELATIONS	2018-07-06	$235,998	INVOICE AMOUNT	042718459	ONE FINANCIAL CENTER	BOSTON	MA	02111	LLC
MURPHY DONOGHUE
STRATEGIC CONSULTING	2018-06-05	$42,000	INVOICE AMOUNT	821796019	100 CAMBRIDGE ST	BOSTON	MA	02114	LLC
NATIONAL ECONOMIC RESEARCH ADMINISTRATION
ANTITRUST CONSULTING	2018-08-10	$2,509,277	INVOICE AMOUNT	952879539	99 HIGH ST	BOSTON	MA	02211	CORPORATION
SPENCER STUART
EXECUTIVE SEARCH	2018-08-14	$72,411	INVOICE AMOUNT	363538416	225 FRANKLIN ST	BOSTON	MA	02211	CORPORATION
THE CHARTIS GROUP
STRATEGIC AND TRANSACTIONAL CONSULTING	2017-07-31	$22,601	INVOICE AMOUNT	364450952	560 HARRISON AVE SUITE 501	BOSTON	MA	02118	CORPORATION
VERALON PARTNERS
HPC FILING SUPPORT	2018-08-13	$745,256	INVOICE AMOUNT	020542726	1628 JFK BLVD	PHILEDELPHIA	PA	19103	CORPORATION

Field	Value	IRS element (for citing)
Director Of Successor2	0	DirectorOfSuccessor2Ind
Employee Of Successor2	0	EmployeeOfSuccessor2Ind
Owner Of Successor2	0	OwnerOfSuccessor2Ind
Receive Compensation2	0	ReceiveCompensation2Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1 AND PART III, LINE 1	THE PURPOSE OF CAREGROUP, INC. (CAREGROUP) WAS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MADE UP THE CAREGROUP SYSTEM. FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP SERVED AS THE SOLE MEMBER AND AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER). FOR THE SAME PERIOD BIDMC SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BIDN), MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BID-PLYMOUTH) AND JORDAN HEALTH SYSTEMS, INC. (JHSI). 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 ACCOMPLISH ITS CHARITABLE PURPOSES. DURING THIS SAME PERIOD CAREGROUP ALSO SERVED AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF NEW ENGLAND BAPTIST HOSPITAL (NEBH) WHICH IN TURN SERVED AS THE SOLE MEMBER OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA), AND MOUNT AUBURN HOSPITAL (MAH), WHICH IN TURN SERVED AS THE SOLE MEMBER OF MOUNT AUBURN PROFESSIONAL SERVICES (MAPS) AND CAREGROUP PARMENTER HOME CARE AND HOSPICE (CPHCH). EACH OF THE ENTITIES LISTED IN THIS PARAGRAPH MAY, IN TURN, HAVE SERVED AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE CAREGROUP NETWORK OF AFFILIATES.
FORM 990, PART III, LINE 4A	EXEMPT PURPOSE ACHIEVEMENTS AS A SUPPORT ORGANIZATION OVERSEEING THE FINANCIAL WELL-BEING OF ITS AFFILIATED ENTITIES, FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP PROVIDED, AMONG OTHER THINGS, MANAGEMENT LEADERSHIP, DEBT STRUCTURING SUPPORT, INVESTMENT MANAGEMENT FOR THE ENDOWMENT ASSETS, FINANCING OF CAPITAL PROJECTS THROUGH ITS OBLIGATED GROUP DEBT, AND FINANCIAL SUPPORT SERVICES, INCLUDING INSURANCE AND TAX SERVICES FOR THE CONSOLIDATED NETWORK OF ENTITIES. IN ADDITION, CAREGROUP PARTICIPATED IN THE DEVELOPMENT OF HEALTH RELATED VENTURES AND PARTNERSHIPS AND GENERALLY SUPPORTED THE DELIVERY OF HEALTHCARE SERVICES, RESEARCH AND TEACHING SERVICES THROUGHOUT THE NETWORK. ALL OF THESE ACTIVITIES FURTHERED BOTH THE EXEMPT PURPOSES OF CAREGROUP AND THE ENTITIES WHICH IT SUPPORTED.
PART IV, QUESTION 24B	INVESTMENT OF TAX-EXEMPT BOND PROCEEDS BEYOND THE TEMPORARY PERIOD EXCEPTION PROCEEDS IN THE PROJECT FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, BUT WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS.
PART IV, QUESTION 12B	STATEMENT RE AUDITED FINANCIAL STATEMENTS THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CAREGROUP AND AFFILIATES CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR FISCAL YEAR ENDED SEPTEMBER 30, 2018. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDE THE ACCOUNTS OF CAREGROUP, BETH ISRAEL DEACONESS MEDICAL CENTER, INC. AND ITS AFFILIATES, MOUNT AUBURN HOSPITAL AND ITS AFFILIATES, AND NEW ENGLAND BAPTIST HOSPITAL AND ITS AFFILIATE.
PART IV, QUESTION 24A	STATEMENT REGARDING TAX EXEMPT BOND ISSUE AS DESCRIBED IN THIS FORM 990, FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP, INC., WAS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND A MEMBER OF THE CAREGROUP OBLIGATED GROUP. THE SCHEDULE K AS INCLUDED IN THIS FORM 990 INCLUDES ALL OF THE CAREGROUP OBLIGATED GROUP OUTSTANDING DEBT FOR BONDS ISSUED AFTER DECEMBER 31, 2002, NONE OF WHICH IS ALLOCABLE TO AND REPORTED ON CAREGROUP'S BALANCE SHEET.
PART V, QUESTION 2A	STATEMENT RE PAYROLL FOR THE PERIOD COVERED BY THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER, INC. SERVED AS THE COMMON PAY AGENT FOR CAREGROUP, INC. IN ACCORDANCE WITH INSTRUCTIONS TO THE 2017 FORM 990, CAREGROUP IS REPORTING THE NUMBER OF FORMS W-2 ISSUED AS IF THEY HAD BEEN ISSUED DIRECTLY BY CAREGROUP.
FORM 990, PART VI, SECTION A, LINE 2	OFFICER, DIRECTOR/TRUSTEE AND KEY EMPLOYEE BUSINESS AND FAMILY RELATIONSHIPS AS NOTED IN VARIOUS NARRATIVE DISCLOSURES WHICH SUPPORT THIS FORM 990 AND RELATED SCHEDULES, FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP SERVED AS THE SOLE MEMBER OF BIDMC AND SERVED AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BIDN), MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON), MILTON HOSPITAL FOUNDATION, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BID-PLYMOUTH) AND JORDAN HEALTH SYSTEMS, INC. (JHSI). 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 ACCOMPLISH ITS CHARITABLE PURPOSES. FOR THIS SAME PERIOD, CAREGROUP ALSO SERVED AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF NEW ENGLAND BAPTIST HOSPITAL (NEBH) WHICH IN TURN SERVED AS THE SOLE MEMBER OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA), AND MOUNT AUBURN HOSPITAL (MAH) WHICH IN TURN SERVED AS THE SOLE MEMBER OF MOUNT AUBURN PROFESSIONAL SERVICES (MAPS) AND CAREGROUP PARMENTER HOME CARE AND HOSPICE (CPHCH). 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 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 B, LINE 11B	FORM 990 REVIEW PROCESS EFFECTIVE MARCH 1, 2019, PURSUANT TO A PLAN OF STATUTORY MERGER, CAREGROUP MERGED INTO BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER). PRIOR TO THAT DATE CAREGROUP HAD SERVED AS THE SOLE MEMBER OF THE MEDICAL CENTER. IN ADDITION, EFFECTIVE MARCH 1, 2019 BETH ISRAEL LAHEY HEALTH, INC. (BILH) BECAME THE SOLE MEMBER OF, AMONG OTHER ENTITIES, THE MEDICAL CENTER, MOUNT AUBURN HOSPITAL AND NEW ENGLAND BAPTIST HOSPITAL. CAREGROUP HAD PREVIOUSLY SERVED AS SOLE MEMBER AND A SUPPORT ORGANIZATION FOR THESE ENTITIES. THIS FORM 990 HAS BEEN REVIEWED BY THE EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER OF BILH, THE TAX DIRECTOR OF BILH AND DELOITTE TAX, LLP.
FORM 990, PART VI, SECTION B, LINE 12C	EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS FOR THE PERIOD COVERED BY THIS FILING CAREGROUP, INC. HAD A COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THAT POLICY, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES WERE ASKED TO COMPLETE AN ANNUAL CONFLICT DISCLOSURE DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIPS MAINTAINED BY OFFICERS, DIRECTORS OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS WHICH MAY HAVE RESULTED IN A CONFLICT OF INTEREST. FOR THE PERIOD COVERED BY THIS FILING, THE CAREGROUP CHIEF OF STAFF COLLECTED THE RESPONSES AND PROVIDED THEM TO THE CAREGROUP EXECUTIVE COMMITTEE WHICH REVIEWED POSITIVE RESPONSES FOR ULTIMATE DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRED ACTION UNDER THE CONFLICT OF INTEREST POLICY WAS SUBJECT TO ONGOING REVIEW AND ACTION THROUGH THE EXECUTIVE COMMITTEE WORKING WITH THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER. PURSUANT TO THE CONFLICT OF INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST WOULD HAVE BEEN PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS MAY HAVE BEEN PERMITTED, SUBJECT TO COMPLIANCE WITH A PLAN TO REQUIRE DISCLOSURE AND RECUSAL, INCLUDING APPROPRIATE DOCUMENTATION IN THE MINUTES. A SUMMARY OF THE ANNUAL CONFLICT OF INTEREST PROCESS WAS PROVIDED TO THE CAREGROUP AUDIT COMMITTEE. 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 CAREGROUP BOARD OF DIRECTORS AS WELL AS CURRENT AND FORMER OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE WAS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR CAREGROUP 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	DESCRIPTION OF PROCESS TO DETERMINE COMPENSATION OF THE ORGANIZATIONS CEO AND OTHER OFFICERS AND KEY EMPLOYEES FOR THE PERIOD COVERED BY THIS FILING, CAREGROUP HAD AN EXECUTIVE COMMITTEE, A SUBCOMMITTEE OF THE CAREGROUP BOARD OF DIRECTORS. ALL MEMBERS ARE INDEPENDENT. THE COMMITTEE ESTABLISHED THE POLICIES AND THE COMPENSATION STRUCTURE OF THE CAREGROUP EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL OFFICER AND CHIEF INVESTMENT OFFICER. IN SETTING COMPENSATION, THE COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEYS/STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY DATA PREPARED BY THE INDEPENDENT COMPENSATION CONSULTING FIRM. THE COMMITTEE RECOMMENDED THE REVIEWED PACKAGES WHICH WERE SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. THE COMMITTEE WAS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIES WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES.
FORM 990, PART VI, SECTION C, LINE 19	OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE AS PREVIOUSLY NOTED, EFFECTIVE MARCH 1, 2019, PURSUANT TO A PLAN OF STATUTORY MERGER, CAREGROUP MERGED INTO BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER). PRIOR TO THAT DATE CAREGROUP HAD SERVED AS THE SOLE MEMBER OF THE MEDICAL CENTER. IN ADDITION, EFFECTIVE MARCH 1, 2019 BETH ISRAEL LAHEY HEALTH, INC. (BILH) BECAME THE SOLE MEMBER OF THE MEDICAL CENTER. THE CAREGROUP GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WHICH COVER THE REPORTING PERIOD ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL LAHEY HEALTH, INC. ATTN: TAX DEPARTMENT 109 BROOKLINE AVENUE, SUITE 300 BOSTON, MA 02215
SCHEDULE L, PART IV	BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS FOR THE PERIOD COVERED BY THIS FILING CAREGROUP AND EACH OF ITS AFFILIATES MAINTAINED ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLANS. FROM TIME TO TIME, THESE ENTITIES MAY HAVE REIMBURSED ITS OFFICERS, DIRECTORS/TRUSTEES AND/OR KEY EMPLOYEES FOR EXPENSES THEY INCURRED AND WHICH WERE 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 CAREGROUP CONFLICT OF INTEREST POLICY.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (35 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
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		0	N/A
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		0	N/A
BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
330 BROOKLINE AVE	BOSTON	MA	02215	042794855	SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS	MA	501(C)(3)	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
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		0	N/A
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		0	N/A
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVE	BOSTON	MA	02215	222768204	GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS	MA	501(C)(3)	LINE 10		0	N/A
BETH ISRAEL DEACONESS HOSPITAL - MILTON INC
199 REEDSDALE RD	MILTON	MA	02186	042103604	HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.	MA	501(C)(3)	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		0	N/A
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

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd
BIDCO PHYSICIAN LLC
ONE UNIVERSITY AVE NORTH ENTRANCE	WESTWOOD	MA	02090	461589743	COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC	MA	N/A
BIDCO HOSPITAL LLC
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		BIDMC	EXCLUDED	$3,965,441	0	$9,306	0
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 &	DE	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	DE	N/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
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

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (1)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	Yes (1)	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd