2019-08-14T16:42:35-05:00 2018-09-30 990 2017-10-01 043230035 PARTNERS HEALTHCARE SYSTEM INC PART 8572820747 399 REVOLUTION DRIVE NO 645 SOMERVILLE MA 02145 PETER K MARKELL EXEC. VP, CFO, & TREASURER 8572820747 2019-08-14 132.183.13.91 2019-08-14 16:42:31 ED P 7E244D95FC793C4360FCD4CAE62EA7EF84AABB47 5F07D259A38B92E3CAE05DF7E1122BA202831AB9 2017 2019-02-21 02:37:17Z ANNE KLIBANSKI MD 800 BOYLSTON STREET BOSTON MA 02199 1319609417 0 X HTTP:WWW.PARTNERS.ORG X 1993 MA PATIENT CARE, TEACHING, RESEARCH AND SERVING THE COMMUNITY. 19 14 7428 18 7848124 3382175 268658863 284715358 835119820 871158461 174816215 161771759 4166515 1963839 1282761413 1319609417 211645435 73540901 0 0 526413781 567534312 0 0 829933 532077989 537434493 1270137205 1178509706 12624208 141099711 5422733376 5788383697 6055002240 6273928070 -632268864 -485544373 PARTNERS HEALTHCARE SYSTEM, INC. (PARTNERS) IS COMMITTED TO SERVING THE COMMUNITY AND IS DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH, AND TO TAKING A LEADERSHIP ROLE AS AN INTEGRATED HEALTH CARE SYSTEM. 0 0 268545463 73540901 867542963 SEE SCHEDULE O 268545463 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 1 0 0 1 5980 0 1 7428 1 1 1 0 0 0 0 1 1 0 0 0 0 X 19 14 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 AL AR CA CO FL GA KS LA ME SC MA NH NJ NY NC OH PA TX WI HI IL KY MD MN MO NV VT VA WI X PARTNERS FIN-TAX DIR 8572820747 399 REVOLUTION DRIVE SUITE 645 SOMERVILLE MA 02145 DAVID W RATTNER MD DIRECTOR (AS OF 07/01/2018) 1.00 50.00 X 0 953008 62911 JERROLD F ROSENBAUM MD DIRECTOR (UNTIL 06/30/2018) 1.00 50.00 X 0 510025 57144 YOLONDA LORIG COLSONMDPHD DIRECTOR (UNTIL 07/01/2018) 1.00 50.00 X 0 474925 61881 KATHRYN A BRITTON MD DIRECTOR (UNTIL 06/30/2018) 1.00 50.00 X 0 387703 26822 EARL M COLLIER JR DIRECTOR (UNTIL 06/30/2018) 1.00 1.00 X 0 0 0 WILLIAM MAURICE COWAN DIRECTOR 1.00 1.00 X 0 0 0 ANNE M FINUCANE DIRECTOR 1.00 1.00 X 0 0 0 JOHN F FISH DIRECTOR (AS OF 01/17/2018) 1.00 1.00 X 0 0 0 WYCLIFFE K GROUSBECK DIRECTOR (AS OF 03/27/2018) 1.00 1.00 X 0 0 0 SUSAN J HOCKFIELD PHD DIRECTOR 1.00 0.00 X 0 0 0 RICHARD E HOLBROOK DIRECTOR 1.00 1.00 X 0 0 0 ALBERT A HOLMAN III DIRECTOR (AS OF 06/26/2018) 1.00 1.00 X 0 0 0 JAMES L KAPLAN PHD DIRECTOR (AS OF 06/27/2018) 1.00 1.00 X 0 0 0 EDWARD P LAWRENCE ESQ DIRECTOR (AS OF 06/30/2018) 1.00 1.00 X 0 0 0 CARL J MARTIGNETTI DIRECTOR 1.00 1.00 X 0 0 0 CATHY E MINEHAN DIRECTOR 1.00 1.00 X 0 0 0 DIANE B PATRICK ESQ DIRECTOR 1.00 1.00 X 0 0 0 PAMELA D A REEVE DIRECTOR 1.00 1.00 X 0 0 0 SCOTT A SCHOEN DIRECTOR 1.00 1.00 X 0 0 0 ALEXANDER L THORNDIKE DIRECTOR 1.00 1.00 X 0 0 0 GWILL YORK DIRECTOR 1.00 1.00 X 0 0 0 SCOTT M SPERLING CHAIRMAN (AS OF 01/01/2018) 1.00 1.00 X 0 0 0 DAVID F TORCHIANA MD PRESIDENT & CEO 50.00 1.00 X 6075834 0 52251 PETER K MARKELL TREASURER 50.00 1.00 X 5293969 0 51722 MAUREEN GOGGIN SECRETARY 50.00 1.00 X 172197 0 38297 JOHN R BARKER CHIEF INVESTMENT OFFICER 50.00 1.00 X 2747470 0 19763 GREGG S MEYER MD CHIEF CLINICAL OFFICER 50.00 1.00 X 1403206 0 622232 JOSEPH CABRAL CHIEF HR OFFICER (UNTIL 12/14/17) 50.00 1.00 X 1334641 0 27665 ANNE KLIBANSKI MD CHIEF ACADEMIC OFFICER 50.00 1.00 X 975365 0 57402 JAMES W NOGA VICE PRESIDENT & CIO 50.00 1.00 X 974007 0 58352 ROSEMARY R SHEEHAN CHIEF HR OFFICER (AS OF 5/1/2018) 50.00 1.00 X 523823 0 55311 ELIZABETH L BALDWIN PORTFOLIO MANAGER 50.00 1.00 X 1212912 0 58105 CHRISTOPHER MARK COBURN CHIEF INNOVATION OFFICER 50.00 1.00 X 1016771 0 47460 KATHERINE L KAMM PORTFOLIO MANAGER 50.00 1.00 X 904752 0 17522 SEAN P BLATCHLEY PORTFOLIO MANAGER 50.00 1.00 X 820646 0 50630 ROGER KITTERMAN VICE PRESIDENT 50.00 1.00 X 772293 0 46631 24227886 2325661 1412101 1092 0 1 0 ACCENTURE LLP PO BOX 70629 CHICAGO IL 60673 CONSULTING SERVICES 36768052 MCKINSEY & CO INC 280 CONGRESS ST 1100 BOSTON MA 02210 CONSULTING SERVICES 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87368788 0 0 429083 3382175 3811258 1212510516 626079064 0.92480 0.90470 X 0 1 0 1 0 0 1 1463432 0 0 1463432 0 LOBBYING EXPENSES THE CORPORATION MAY ON OCCASION CONTACT ITS EMPLOYEES WITH A VOLUNTARY OPPORTUNITY TO PARTICIPATE IN THE CONVERSATION TO PROTECT AGAINST CUTS IN FEDERAL FUNDING THAT WOULD HAVE AN ADVERSE IMPACT ON THE CORPORATION AND ITS AFFILIATES AS WELL AS THE PACE OF MEDICAL ADVANCES, THE ECONOMY, AND THE GLOBAL COMPETITIVENESS OF THE CORPORATION. THE CORPORATION MAY ON OCCASION REVIEW PROPOSED LEGISLATION FOR THE PURPOSE OF DETERMINING THE EFFECT UPON ITS TAX-EXEMPT PURPOSES. THE CORPORATION MAY ON OCCASION ALSO APPEAR BEFORE A LEGISLATIVE COMMITTEE, CONFER WITH LEGISLATORS OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION. HOWEVER, IT WILL NOT PARTICIPATE, IN ANY WAY, IN POLITICAL CAMPAIGNS. THE CORPORATION'S INVOLVEMENT IN LEGISLATIVE ACTIVITIES CONSTITUTES AN INSUBSTANTIAL PART OF ITS ACTIVITIES. 9793133 276966 669855 426580 10313374 18832078 -9637179 1760903 1162669 9793133 11088489 7313016 977078 546505 18832078 6562989 5072977 -260929 286548 11088489 6069859 216931 542631 266432 6562989 0.87710 0.11150 0.01140 0 0 14581260 58165612 72746872 30359751 512858781 56798165 486420367 15041041 6974827 8066214 268484150 139721916 128762234 19409778 19409778 715405465 INV IN PARTNERS POOLED INV ACC 25475726 F INV IN PARTNERS POOLED INV HOLDING LLC 1088561261 F 1114036987 SETTLEMENTS - THIRD PARTY PAYORS 33960066 TAXABLE BONDS, SERIES C & SERI 1934280639 1968240705 INTENDED USE OF ENDOWMENT FUNDS THE ENDOWMENT FUNDS OF PARTNERS HEALTHCARE SYSTEM, INC. ARE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT MISSION. FIN 48 FOOTNOTE PARTNERS HEALTHCARE SYSTEM, INC. DOES NOT HAVE A FIN 48 FOOTNOTE DISCLOSURE IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. 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MAKES DONATIONS TO VARIOUS TAX-EXEMPT ORGANIZATIONS. THESE DONATIONS CAN BE USED BY THE RECIPIENT ONLY IN FURTHERANCE OF THEIR TAX-EXEMPT MISSION. X X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 DAVID W RATTNER MD DIRECTOR (AS OF 07/01/2018) 0 737825 0 102000 0 113183 0 36842 0 26069 0 1015919 0 0 JERROLD F ROSENBAUM MD DIRECTOR (UNTIL 06/30/2018) 0 395857 0 80250 0 33918 0 36844 0 20300 0 567169 0 0 YOLONDA LORIG COLSONMDPHD DIRECTOR (UNTIL 07/01/2018) 0 426840 0 21241 0 26844 0 36840 0 25041 0 536806 0 0 KATHRYN A BRITTON MD DIRECTOR (UNTIL 06/30/2018) 0 293375 0 65248 0 29080 0 26511 0 311 0 414525 0 0 DAVID F TORCHIANA MD PRESIDENT & CEO 2280892 0 1500000 0 2294942 0 29700 0 22551 0 6128085 0 0 0 PETER K MARKELL TREASURER 1448400 0 692198 0 3153371 0 29700 0 22022 0 5345691 0 2500000 0 MAUREEN GOGGIN SECRETARY 152602 0 300 0 19295 0 19296 0 19001 0 210494 0 0 0 JOHN R BARKER CHIEF INVESTMENT OFFICER 562314 0 2101190 0 83966 0 18900 0 863 0 2767233 0 0 0 GREGG S MEYER MD CHIEF CLINICAL OFFICER 1111400 0 205050 0 86756 0 597503 0 24729 0 2025438 0 0 0 JOSEPH CABRAL CHIEF HR OFFICER (UNTIL 12/14/17) 1063215 0 115566 0 155860 0 18900 0 8765 0 1362306 0 0 0 ANNE KLIBANSKI MD CHIEF ACADEMIC OFFICER 736162 0 119525 0 119678 0 36843 0 20559 0 1032767 0 0 0 JAMES W NOGA VICE PRESIDENT & CIO 676750 0 70000 0 227257 0 29700 0 28652 0 1032359 0 0 0 ROSEMARY R SHEEHAN CHIEF HR OFFICER (AS OF 5/1/2018) 401750 0 42500 0 79573 0 27000 0 28311 0 579134 0 0 0 ELIZABETH L BALDWIN PORTFOLIO MANAGER 314000 0 875000 0 23912 0 16200 0 41905 0 1271017 0 0 0 CHRISTOPHER MARK COBURN CHIEF INNOVATION OFFICER 605417 0 337286 0 74068 0 27000 0 20460 0 1064231 0 0 0 KATHERINE L KAMM PORTFOLIO MANAGER 282000 0 600000 0 22752 0 7269 0 10253 0 922274 0 0 0 SEAN P BLATCHLEY PORTFOLIO MANAGER 257008 0 550000 0 13638 0 21600 0 29030 0 871276 0 0 0 ROGER KITTERMAN VICE PRESIDENT 383972 0 246837 0 141484 0 24453 0 22178 0 818924 0 0 0 TRUSTEE COMPENSATION TRUSTEES RECEIVE NO COMPENSATION OR CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS FOR SERVICE ON THE BOARD OR ITS COMMITTEES. BOARD MEMBERS WHO ARE ALSO EMPLOYED BY THE CORPORATION OR A PARTNERS AFFILIATE RECEIVE COMPENSATION ONLY FOR THEIR SERVICES AS EMPLOYEES. PART I, LINE 1A FIRST CLASS TRAVEL FIRST CLASS TRAVEL WAS PROVIDED TO AN OFFICER LISTED ON FORM 990, PART VII. THIS BENEFIT WAS PROVIDED PURSUANT TO A WRITTEN POLICY AND TREATED AS NON-TAXABLE BUSINESS EXPENSES. THE BENEFIT WAS REVIEWED AND APPROVED BY THE PARTNERS HEALTHCARE COMPENSATION COMMITTEE. TRAVEL FOR COMPANIONS TRAVEL FOR COMPANIONS WAS PROVIDED TO AN OFFICER LISTED ON FORM 990, PART VII AS THE COMPANIONS ATTENDANCE WAS REQUIRED TO FULFILL A BONA FIDE BUSINESS PURPOSE. THESE PAYMENTS WERE PROVIDED PURSUANT TO A WRITTEN POLICY AND WERE TREATED AS NON-TAXABLE BUSINESS EXPENSES. PART I, LINE 4B PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DAVID F. TORCHIANA, M.D. - $2,193,186 GREGG S. MEYER, M.D. - $567,803 PETER K. MARKELL - $411,586 JAMES W. NOGA - $149,607 PART I, LINE 7 CERTAIN EMPLOYEES RECEIVED INCENTIVE COMPENSATION BASED ON ACHIEVEMENT OF ORGANIZATIONAL AND INDIVIDUAL GOALS. THE COMPENSATION COMMITTEE OF PARTNERS HEALTHCARE OR THE COMPENSATION COMMITTEES OF PARTNERS SUBORDINATE ENTITIES HAVE THE FINAL AUTHORITY FOR SUCH PAYMENTS. A MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES F 042456011 57586CGW9 2005-06-10 411566153 SERIES F - SEE SCHEDULE K PART VI 0 0 0 B MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES G-5 042456011 57586CZL2 2007-06-07 326508722 SERIES G5 - SEE SCHEDULE K PART VI 0 0 0 C MHEFA PARTNERS HEALTHCARE SER G-1G-2G-3G-4G-6 042456011 57586CZW8 2007-06-07 380000000 SERIES G - SEE SCHEDULE K PART VI 0 0 0 D MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES H 042456011 57586CW27 2008-04-01 171320000 SERIES H - SEE SCHEDULE K PART VI 0 0 0 A 174675000 419448101 18398432 2671595 2650000 326493380 69234694 2007 1 0 1 1 B 320000000 329345063 9382534 2338149 164128012 153496369 2009 1 1 1 1 C 305000000 386190828 20479076 2776551 4696147 358239054 2009 0 0 1 1 D 1315000 171320000 420000 170900000 2009 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 1 1 1 BEAR STEARNS CAPITAL MARKETS 35.000000000000 0 0 1 XL ASSET FUNDING COMPANY I LLC 1.800000000000 1 0 1 B 0 0 1 1 0 0 1 CITIGROUP FINANCIAL PRODUCTS INC 1.700000000000 0 0 1 C 0 0 1 1 1 1 GOLDMAN SACHS CAPITAL MARKETS 35.000000000000 0 0 1 CITIGROUP FINANCIAL PRODUCTS INC 1.700000000000 1 0 1 D 0 0 1 1 1 0 1 CITIGROUP FINANCIAL PRODUCTS INC 0.800000000000 1 0 1 A 1 B 1 C 1 D 1 PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (A) FINANCING A PORTION OF THE FOLLOWING PROJECTS: TENANT IMPROVEMENTS AND FIT OUT OF LEASED SPACE; CONSTRUCTION AND RENOVATION OF OPERATING ROOMS AT AN AMBULATORY SURGERY CENTER; RENOVATIONS TO VARIOUS CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: ACQUISITION OF A FACILITY AND A SMALL PARCEL OF VACANT LAND; CONSTRUCTION OF A CARDIOVASCULAR CENTER; THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND CONSTRUCTION OF IMPROVEMENTS AND RENOVATIONS TO VARIOUS EXISTING FACILITIES. FINANCING A PORTION OF THE CONSTRUCTION AND RENOVATION OF FACILITIES. FINANCING THE ACQUISITION AND IMPROVEMENTS OF A PORTION OF A BUILDING AND INSTALLATION OF CAPITAL EQUIPMENT THEREIN. (B) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES A, ISSUED 9/18/97. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES C, ISSUED 4/26/01. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, NEWTON-WELLESLEY HOSPITAL ISSUE, SERIES G, ISSUED 2/6/97. (C) FINANCING A PORTION OF CONSTRUCTION OF A CARDIOVASCULAR CENTER. FINANCING THE FOLLOWING PROJECTS: A PORTION OF THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; A PORTION OF THE COST OF ACQUISITION OF CONDOMINIUM UNITS; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: CONSTRUCTION AND EQUIPPING OF AN AMBULATORY CARE CENTER; THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM. (D) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-1 AND G-3, ISSUED 6/28/07. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS, NEWTON-WELLESLEY HOSPITAL ISSUE, SERIES F, ISSUED 11/16/1995. (E) FINANCING A PORTION OF THE FIT-OUT AND EQUIPPING OF AN AMBULATORY CARE CENTER. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBLUATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE COST OF RENOVATIONS, EQUIPPING AND FURNISHING OF CLINICAL SPACE TO HOUSE A CANCER CENTER. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. (F) FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBLUATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING THE ACQUISITION OF AND IMPROVEMENTS TO A HOSPITAL FACILITY. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-4. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES A. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES B. PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (CONTINUE) (G) FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBLUATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES C. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES D-1, D-2 & D-4. (H) FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. FINANCING PLANNING COSTS AND CONSTRUCTION OF BUILDING TO HOUSE CLINICAL AND RESEARCH SPACE AND UNDERGROUND PARKING SPACES. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE ACQUISITION OF LAND AND BUILDING TO HOUSE WET AND DRY RESEARCH SPACE, AND PARKING GARAGE. FINANCING THE ACQUISITION, RENOVATION, EQUIPPING AND FURNISHING OF AN OUTPATIENT SURGICAL CENTER. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES B REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES C. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES E. (I) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS AND A NEW BUILDING TO HOUSE A 132-BED REPLACEMENT FACILITY FOR SPAULDING REHABILITATION HOSPITAL. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER AND A NEW POWER PLANT. FINANCING THE RENOVATION, EQUIPPING AND FURNISHING OF VARIOUS FACILITIES. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES K-3. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES D-3. PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (CONTINUE) (J) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-4. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES I-1. (K) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER AND A NEW POWER PLANT. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-5. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-5. (L) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS. FINANCING THE RENOVATION OF A NEONATAL INTENSIVE CARE UNIT AND CONSTRUCTION OF A SPECIAL CARE NURSERY. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. REFINANCING INTERIM BORROWING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES K-4. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-5. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-5. PART I BOND ISSUES (M) DESCRIPTION OF PURPOSE (CONTINUE) (M) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER. (N) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-5. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-6. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES I-2 & I-3. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES J-1. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES K-5. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES L. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES M-3 & M-5. REFINANCING NEW HAMPSHIRE HEALTH AND EDUCATION FACILITIES AUTHORITY REVENUE BONDS, WENTWORTH-DOUGLAS HOSPITAL ISSUE, SERIES 2011 A. REFINANCING NEW HAMPSHIRE HEALTH AND EDUCATION FACILITIES AUTHORITY REVENUE BONDS, WENTWORTH-DOUGLAS HOSPITAL ISSUE, SERIES 2016 A & B. PART II PROCEEDS (3) TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS. PART III, LINE 9 WITH RESPECT TO PROPERTY FOR WHICH POTENTIAL PRIVATE USE HAS BEEN IDENTIFIED AT THE TIME OF ISSUANCE OR MAY BE ANTICIPATED, PARTNERS HEALTHCARE DOES NOT UTILIZE TAX-EXEMPT BOND FINANCING FOR THAT PORTION OF THE PROPERTY. PARTNERS HEALTHCARE HAS PROCEDURES IN PLACE THAT PERMITS MONITORING OF ANY PRIVATE USES ARISING POST-ISSUANCE. PART IV ARBITRAGE (1) FORM 8038-T HAS NOT BEEN FILED AS ARBITRAGE REBATE PAYMENTS HAVE NOT BEEN REQUIRED. A 9/9/2010 B 8/3/2012 C 8/3/2012 D 5/8/2013 E 6/19/2014 F 2/9/2015 G 2/19/2016 H 2/9/2017 A MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES I 042456011 57586EHR5 2009-05-14 229977036 SERIES I - SEE SCHEDULE K PART VI 1 0 0 B MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES J 042456011 57586ENK3 2010-01-05 509178736 SERIES J - SEE SCHEDULE K PART VI 1 0 0 C MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES K 043431814 57583R6W0 2011-01-13 436019104 SERIES K - SEE SCHEDULE K PART VI 1 0 0 D MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES L 043431814 57583UMV7 2012-01-04 353501227 SERIES L - SEE SCHEDULE K PART VI 1 0 0 A 138000000 57520000 229981250 2556080 116071 227309098 2009 0 0 1 1 B 107830000 321210000 509258319 5151067 249983765 254123487 2010 1 0 1 1 C 241805000 45000000 436030814 3523063 201342457 231165294 2011 1 1 1 1 D 30105000 206150000 353570173 3056210 260903277 89610686 2012 1 1 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 0 1 1 1 1 MERRILL LYNCH CAPITAL SERVICES 35.000000000000 0 0 0 0 1 B 0 0 1 1 0 0 0 0 1 C 0 0 1 1 1 1 MERRILL LYNCH CAPITAL SERVICES 35.000000000000 0 0 0 0 1 D 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 A MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES M 043431814 57583UG77 2014-01-30 510376675 SERIES M - SEE SCHEDULE K PART VI 0 0 0 B MDFA PARTNERS HEALTHCARE SYSTEM SERIES N-1 AND N-2 043431814 2014-08-27 141350000 SERIES N - SEE SCHEDULE K PART VI 0 0 0 C MDFA PARTNERS HEALTHCARE SYSTEM SERIES O 043431814 57583UW20 2015-01-29 357583529 SERIES O - SEE SCHEDULE K PART VI 0 0 0 D MDFA PARTNERS HEALTHCARE SYSTEM SERIES Q 043431814 57584XJG7 2016-01-28 491625624 SERIES Q - SEE SCHEDULE K PART VI 0 0 0 A 148540000 510376950 4042015 360854935 145480000 2014 1 0 1 1 B 8500000 141350000 141350000 2009 1 0 1 1 C 5575000 359440557 2813646 214703942 141922969 2015 0 1 1 1 D 1295000 492608063 3731911 402774737 86101415 2016 1 1 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 D 0 0 0 0 0 0 1 A 0 1 0 0 1 1 BEAR STEARNS CAPITAL MARKETS 35.000000000000 0 0 0 0 1 B 0 1 0 0 1 1 BANK OF AMERICA NA 35.000000000000 0 0 0 0 1 C 0 1 0 0 1 1 BEAR STEARNS CAPITAL MARKETS 35.000000000000 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 A MDFA PARTNERS HEALTHCARE SYSTEM SERIES R-1 AND R-2 043431814 2016-03-31 100000000 SERIES R-1 AND R-2 - SEE SCHEDULE K PART VI 0 0 0 B MDFA PARTNERS HEALTHCARE SYSTEM SERIES S 043431814 57584X8W4 2017-12-28 1187892482 SERIES S - SEE SCHEDULE K PART VI 0 0 0 A 100000000 100000000 2016 0 0 1 1 B 1195451221 707099630 5920978 482430613 2016 1 1 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 1 0 0 1 1 BANK OF AMERICA NA 36.000000000000 0 0 0 0 1 B 0 0 1 0 1 1 BANK OF AMERICA NA 27.000000000000 0 0 0 0 1 A 1 B 1 R SOBERMAN FAMILY - KLIBANSKI 161333 SALARY-GHC 0 B BLANCHFIELD FAMILY - MEYER 110551 SALARY-GHC 0 C MEYER FAMILY - MEYER 120329 SALARY-GHC 0 SUFFOLK CONSTRUCTION DIRECTOR - FISH 71613257 CONTR. SERVICES 0 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PARTNERS HEALTHCARE SYSTEM, INC., (PARTNERS) ESTABLISHED IN MARCH 1994, IS THE CORPORATION OVERSEEING THE AFFILIATION OF BRIGHAM HEALTH, THE MASSACHUSETTS GENERAL HOSPITAL, NSMC HEALTHCARE, INC., NEWTON-WELLESLEY HEALTH CARE SYSTEM, INC., PARTNERS CONTINUING CARE, INC., ALLWAYS HEALTH PARTNERS, INC., AND THE FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIRMARY, INC. PARTNERS IS DEVELOPING AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGHOUT THE REGION THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED, HIGH-QUALITY CARE. THE SYSTEM INCLUDES PRIMARY CARE PHYSICIANS AND SPECIALISTS, COMMUNITY HOSPITALS, THE TWO FOUNDING ACADEMIC MEDICAL CENTERS (MGH AND BWH) AND OTHER HEALTH-RELATED ENTITIES. PARTNERS IS CREATING A FRAMEWORK IN WHICH ALL ASPECTS OF THE HEALTH CARE DELIVERY SYSTEM ARE COORDINATED BETWEEN AND AMONG PROVIDERS AND FACILITIES. PARTNERS IMPROVES THE QUALITY OF HEALTH CARE AND FURTHER SERVES THE PUBLIC AT LARGE BY SUPPORTING ITS MEMBER ORGANIZATIONS SO THAT THEY MAY PURSUE THEIR PATIENT CARE, TEACHING AND RESEARCH MISSIONS. THE MEMBER ORGANIZATIONS OF PARTNERS HAVE JOINED TOGETHER IN A COMMITMENT TO SERVE THE COMMUNITY. TOGETHER, THESE ORGANIZATIONS ARE DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH, AND TO TAKING A LEADERSHIP ROLE AS AN INTEGRATED HEALTH CARE SYSTEM. PARTNERS IS COMMITTED TO LEADING THE WAY IN DESIGNING INTEGRATED PATIENT AND FAMILY-CENTERED CARE WITH THE GOALS OF ENHANCING THE QUALITY OF PATIENT CARE AND SLOWING THE INCREASE IN HEALTH CARE COSTS. SEVERAL YEARS AGO, PARTNERS HEALTHCARE LAUNCHED A SERIES OF STRATEGIC INITIATIVES TO REDESIGN CARE WITH AN EMPHASIS ON IMPROVING QUALITY AND AFFORDABILITY. MULTI-DISCIPLINARY TEAMS FROM PHS AND FROM PARTNERS HEALTHCARE HOSPITALS WERE ASSEMBLED TO DEVELOP AND IMPLEMENT STRATEGIES FOR CHANGE THAT FOCUSED ON CARE REDESIGN INITIATIVES TO IMPROVE PATIENT CARE QUALITY AND OUTCOMES AND ON PATIENT AFFORDABILITY INITIATIVES TO MANAGE COST GROWTH AND REDUCE PER-UNIT COSTS IN DIRECT PATIENT CARE AND OVERHEAD. SINCE PARTNERS HEALTHCARE BEGAN THOSE INITIATIVES, THE PRESSURE TO REDUCE HEALTHCARE COSTS HAS CONTINUED, AND THE HEALTHCARE INDUSTRY HAS ALSO BEEN CHARACTERIZED BY THE GROWTH OF ALTERNATIVE PAYMENT MODELS THAT EMPHASIZE COST CONTROL AND QUALITY IMPROVEMENT OVER VOLUME, BY TIGHTER REFERRAL MANAGEMENT BY PROVIDER NETWORKS THAT ARE PARTICIPATING IN RISK CONTRACTS, AND BY INCREASED PRICE SENSITIVITY ON THE PART OF CONSUMERS, EMPLOYERS AND PROVIDER GROUPS. BUILDING ON THE CARE REDESIGN AND PATIENT AFFORDABILITY INITIATIVES THAT WERE STARTED SEVERAL YEARS AGO, PARTNERS HEALTHCARE IS COMMITTED TO CONTINUING TO BE A LEADER IN CLINICAL CARE AND SYSTEM INNOVATION AND TO LEAD IN THE SHIFT TO VALUE-DRIVEN HEALTHCARE IN MASSACHUSETTS THROUGH THE FOLLOWING STRATEGIC INITIATIVES: 1) POPULATION HEALTH MANAGEMENT 2) NETWORK STRATEGY 3) CONTRACTING AND INSURANCE MODELS 4) REFERRAL NETWORKS 5) PATIENT AFFORDABILITY/COST MANAGEMENT PLEASE VISIT HTTP://WWW.PARTNERS.ORG/ABOUT/PHILANTHROPY/COMMITMENT-TO-GIVING/DEFAULT. ASPX FOR MORE INFORMATION ABOUT SPECIFIC PARTNERS' PROGRAMS AND INITIATIVES. FORM 990, PART VI, SECTION A, LINE 2 BUSINESS AND FAMILY RELATIONSHIPS PETER MARKELL, RICHARD HOLBROOK & WILLIAM MAURICE COWAN- BUSINESS RELATIONSHIP SUSAN HOCKFIELD & WILLIAM MAURICE COWAN - BUSINESS RELATIONSHIP DAVID TORCHIANA, PETER MARKELL & GREG MEYER - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 DECISIONS OF GOVERNING BODY SUBJECT TO MEMBER APPROVAL PURSUANT TO THE CORPORATE BYLAWS OF THE ORGANIZATION, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE MEMBERS OF THE ORGANIZATION: - MEMBERS SHALL DETERMINE THE NUMBER OF PHS DIRECTORS AND SHALL ELECT PHS DIRECTORS. MEMBERS MAY, BY A VOTE, INCREASE THE NUMBER OF PHS DIRECTORS. - MEMBERS MAY DECREASE THE NUMBER OF PHS DIRECTORS, BUT ONLY TO ELIMINATE VACANCIES EXISTING BY REASON OF THE DEATH, RESIGNATION OR REMOVAL OF ONE OR MORE ELECTED PHS DIRECTORS. - MEMBERS MAY REMOVE A PHS DIRECTOR WITH OR WITHOUT CAUSE BY VOTE. - MEMBERS MAY AMEND PHS BYLAWS IN WHOLE OR IN PART OR MAY REPEAL AND ADOPT NEW BYLAWS. MEMBERS MAY ADOPT, AMEND OR REPEAL ANY BYLAW, INCLUDING ANY BYLAWS ADOPTED, AMENDED OR REPEALED BY THE DIRECTORS. PURSUANT TO THE LAWS OF MASSACHUSETTS, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE MEMBER OF THE ORGANIZATION: - AMEND OR RESTATE THE ARTICLES OF ORGANIZATION - CONSOLIDATION OR MERGER - SALE, LEASE, EXCHANGE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATIONS PROPERTY OR ASSETS. FORM 990, PART VI, SECTION A, LINE 7A EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE HAS ALL OF THE RESPONSIBILITIES AND AUTHORITY OF THE DIRECTORS DURING INTERVALS BETWEEN MEETINGS OF THE DIRECTORS EXCEPT FOR THE POWERS SPECIFIED IN SECTION 55 OF MASSACHUSETTS GENERAL LAWS, CHAPTER 156B. THE COMMITTEE CONSISTS OF THREE TO FIVE DIRECTORS OF THE CORPORATION APPOINTED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B SEE STATEMENT ON QUESTION 6 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW THE FORM 990 WAS PREPARED AND REVIEWED BY THE PARTNERS HEALTHCARE SYSTEM, INC. (PHS) TAX DEPARTMENT. CERTAIN KEY SECTIONS WERE ALSO REVIEWED BY THE PHS EXECUTIVE VICE PRESIDENT OF ADMINISTRATION AND FINANCE, CFO AND TREASURER; AND BY THE PHS GENERAL COUNSEL. THE EXECUTIVE VICE PRESIDENT OF ADMINISTRATION AND FINANCE, CFO AND TREASURER REVIEWED AND SIGNED THE FORM 990. THE COMPENSATION DISCLOSURES WERE PRESENTED TO AND DISCUSSED WITH THE PHS COMPENSATION COMMITTEE AT THE APRIL 26, 2019 MEETING. THE PROCESS FOR PREPARING AND REVIEWING FORM 990 WAS DISCUSSED AT THE MAY 2, 2019 MEETING OF THE AUDIT AND COMPLIANCE COMMITTEE OF THE PHS BOARD OF DIRECTORS. THE FINAL FILING VERSION OF THE FORM 990 WAS PROVIDED TO EACH VOTING BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY FOR PURPOSES OF ITS ANNUAL TAX FILING, PARTNERS HEALTHCARE HAS AN ANNUAL QUESTIONNAIRE PROCESS FOR OBTAINING INFORMATION ON INTERESTS THAT MAY GIVE RISE TO CONFLICTS FROM ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES. IN ADDITION, IN CONNECTION WITH PARTNERS' CONFLICT OF INTEREST POLICY, THE PARTNERS OFFICE FOR INTERACTIONS WITH INDUSTRY AND OFFICE OF THE GENERAL COUNSEL WORK TOGETHER TO PERIODICALLY DISTRIBUTE, COLLECT AND REVIEW DISCLOSURE STATEMENTS FROM THESE INDIVIDUALS. THE INFORMATION ON EACH SUCH DISCLOSURE IS REVIEWED BY EACH INDIVIDUAL'S SUPERVISOR (WHO IN THE CASE OF DIRECTORS AND TRUSTEES IS DEEMED TO CONSIST OF THE CHAIRMAN OF THE BOARD AND THE ENTITY'S PRESIDENT/CEO, WHO REVIEW THE DISCLOSURES WITH THE ASSISTANCE OF THE GENERAL COUNSEL OR ATTORNEY REPRESENTATIVES OF HER OFFICE). PARTNERS HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL ENTITIES IN THE SYSTEM*, AND WHICH IS DESIGNED TO: (1) IDENTIFY RELATIONSHIPS AND CONDUCT THAT CREATE EITHER CONFLICTS OF INTEREST OR CONFLICTS OF COMMITMENT; (2) ESTABLISH A SYSTEM FOR DISCLOSING AND RESOLVING POTENTIAL CONFLICTS; AND (3) ENSURE THAT TRANSACTIONS ARE NEGOTIATED AT ARM'S LENGTH AND THAT PAYMENTS ARE AT FAIR MARKET VALUE. UNDER OUR POLICY, WHEN A CONFLICT ARISES, THE INDIVIDUAL ASSOCIATED WITH THE OUTSIDE ENTITY IN QUESTION MUST PROVIDE FULL DISCLOSURE AND COMPLETELY RECUSE HIM/HERSELF FROM ANY INSTITUTIONAL DECISION-MAKING ABOUT THE TRANSACTION. IN APPROPRIATE CIRCUMSTANCES, (I) THE CORPORATION MUST CONSIDER AT LEAST TWO ALTERNATIVE DISINTERESTED COMPETITIVE PROPOSALS; OR MUST DETERMINE THAT TWO SUCH COMPETITIVE PROPOSALS DO NOT EXIST OR THAT IT WOULD BE IMPRACTICAL TO ELICIT OR CONSIDER SUCH COMPETITIVE PROPOSALS; AND (II) THE CORPORATION MUST DETERMINE THAT, NOTWITHSTANDING THE APPARENT CONFLICT, THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AND IS IN THE BEST INTERESTS OF THE CORPORATION. A WRITTEN RECORD MUST BE MADE OF THESE DETERMINATIONS. FURTHERMORE, TRANSACTIONS THAT PRESENT PARTICULARLY SIGNIFICANT CONFLICTS ARE REVIEWED BY AN INDEPENDENT COMMITTEE OF PARTNERS, WHICH REVIEW IS ALSO DOCUMENTED. CONFLICTS OF COMMITMENT BY THE PARTNERS PRESIDENT AND CEO ARE ADDRESSED BY REQUIRING OUTSIDE ACTIVITIES TO BE APPROVED BY THE PARTNERS BOARD CHAIR. * AS INSTITUTIONS ARE ADDED TO PARTNERS HEALTHCARE SYSTEM, INC. THERE IS A TRANSITION PERIOD. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION HAS A BOARD LEVEL COMPENSATION COMMITTEE THAT REVIEWS AND APPROVES THE COMPENSATION FOR ALL LISTED OFFICERS AND KEY EMPLOYEES EXCEPT THE SECRETARY. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD WHO ARE NOT EMPLOYED BY THE ORGANIZATION, AND NO MEMBER MAY PARTICIPATE IN THE REVIEW AND APPROVAL OF COMPENSATION IF THE MEMBER HAS A CONFLICT OF INTEREST WITH RESPECT TO THAT COMPENSATION ARRANGEMENT. THE COMMITTEE RELIES ON DATA, PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH INCLUDES COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS, IN FUNCTIONALLY COMPARABLE POSITIONS, AT SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN MINUTES OF THE MEETING. THIS REVIEW PROCESS OCCURS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 18 N/A FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS THE ORGANIZATION'S GOVERNING DOCUMENTS ARE FILED WITH THE MASSACHUSETTS SECRETARY OF STATE AND THE FINANCIAL STATEMENTS ARE FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL, ALL OF WHICH ARE OPEN TO PUBLIC INSPECTION. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN FUNDED STATUS OF DEFINED BENEFIT PLANS 1,731,044. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. 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