2018-08-14T16:24:57-05:00 2017-09-30 861065772 DELOITTE TAX LLP TWO JERICHO PLAZA JERICHO NY 11753 990 2016-10-01 043229679 BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM BETH 7814533000 148 CHESTNUT STREET NEEDHAM MA 02492 NANCY A HOFFMANN CHIEF FINANCIAL OFFICER 7814533000 2018-08-09 0 CHRISTINE KAWECKI P00743140 5169187000 2016 2022-09-23 18:48:47Z NANCY A HOFFMANN 148 CHESTNUT STREET NEEDHAM MA 02492 89136907 0 X WWW.BIDNEEDHAM.ORG X 1994 MA SEE SCHEDULE O. 21 13 780 80 -11126 -21809 775527 1919156 81815216 86014985 421497 179461 497010 559563 83509250 88673165 1500 15000 0 0 39062951 42283624 793591 536708 1066727 43620486 42963873 83478528 85799205 30722 2873960 109313192 110557445 66446609 64212733 42866583 46344712 X SEE SCHEDULE O. 0 0 37555973 15000 47414663 SEE SCHEDULE O. 22363499 16379611 SEE SCHEDULE O. 4616936 6896678 SEE SCHEDULE O. 14350007 15517527 OTHER PROGRAM SERVICE ACCOMPLISHMENTSANCILLARY SERVICES AND COMMUNITY SERVICE - IN ADDITION TO THE INPATIENT AND OUTPATIENT SERVICES DETAILED ABOVE, BIDN PROVIDES RADIOLOGIC PROCEDURES AS PART OF INPATIENT CARE AS WELL AS LABORATORY SERVICES FOR BOTH INPATIENTS AND OUTPATIENTS. DIAGNOSTIC FACILITIES INCLUDE COMPLETE 24-HOUR HISTOPATHOLOGY LABORATORY AND BLOOD BANKING SERVICES AS WELL AS DIAGNOSTIC IMAGING INCLUDING CT SCANNING, ULTRASOUND, ULTRASONIC CARDIOGRAPHY, BONE DENSITOMETRY, NUCLEAR MEDICINE, PLAIN FILM RADIOLOGY AND FLUOROSCOPY. BIDN IS ACCREDITED BY MASSACHUSETTS MEDICAL SOCIETY TO PROVIDE MEDICAL EDUCATION FOR PHYSICIANS. IT'S CRUCIAL FOR PRIMARY CARE PRACTITIONERS TO CONTINUOUSLY UPDATE THEIR KNOWLEDGE AND SKILLS IN THE AREA OF EVIDENCE BASED MEDICINE, SPECIFICALLY - CURRENT BEST PRACTICES, DIAGNOSTIC SKILLS, RISK FACTOR IDENTIFICATION AND CURRENT TREATMENT OPTIONS.BIDN ALSO OFFERS COMMUNITY SERVICE PROGRAMS, INCLUDING PREVENTIVE HEALTH SCREENINGS AND EDUCATIONAL LECTURES, CPR AND FIRST AID TRAINING, SMOKING CESSATION AND STRESS MANAGEMENT AND RELAXATION COURSES.SEE SCHEDULE H FOR ADDITIONAL INFORMATION ON FINANCIAL ASSISTANCE, CHARITY CARE AND COMMUNITY BENEFITS. 14350007 15517527 78886415 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 1 1 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 163 0 1 780 1 1 1 0 0 0 0 1 1 0 0 0 0 X 21 13 1 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL MA NH NY X NANCY HOFFMANN 7184533000 148 CHESTNUT STREET NEEDHAM MA 02492 ANTIN MR FRANCIS TRUSTEE 1.00 0.00 X 0 0 0 AUTH JOSEPH TRUSTEE 1.00 0.00 X 0 0 0 BURKE KEVIN TRUSTEE 1.00 0.00 X 0 0 0 BURMAN SAMANTHA TROTMAN TRUSTEE 1.00 0.00 X 0 0 0 CARNAHAN VIRGINIA TRUSTEE 1.00 0.00 X 0 0 0 COFFMAN BARRY TRUSTEE 1.00 0.00 X 0 0 0 CONNELLY ESQ JOHN P TRUSTEE 1.00 0.00 X 0 0 0 COOLEY MARIANNE TRUSTEE 1.00 0.00 X 0 0 0 FISCHER STEVEN TRUSTEE; ASST TREAS, BIDMC 1.00 64.00 X 0 595328 75402 HOFFMEISTER GREGORY TRUSTEE 1.00 0.00 X 0 0 0 KANNAM MD JOSEPH P TRUSTEE; CARDIOLOGIST 30.00 30.00 X 224977 224977 59586 LEWIS MD STANLEY M TRUSTEE; CHF SYS DEV OFF BIDMC 1.00 59.00 X 0 582311 73531 LIPCHITZ JOSEPH D TRUSTEE 1.00 0.00 X 0 0 0 LISBON CAROL TRUSTEE 1.00 0.00 X 0 0 0 LOMBARD MICHAEL TTEE (EX-OFF)/CHAIR, ADVISORS 1.00 0.00 X 0 0 0 MAHONEY WILLIAM D TRUSTEE 1.00 1.00 X 0 0 0 PLINE JENNIFER TRUSTEE & BOARD CHAIR 10.00 1.00 X 0 0 0 STONE MD REBECCA TRUSTEE (EX-OFF), PRES OF THE MEDICAL STAFF 5.00 0.00 X 48000 0 0 TABB MD KEVIN TRUSTEE (EX-OFFICIO) 1.00 64.00 X 0 1445730 170597 VANOURNY STEPHEN E TRUSTEE, VICE CHAIR 1.00 0.00 X 0 0 0 BUCKLE MD DAVID TRUSTEE, CLERK; APG MD FAM MED 2.00 58.00 X X 0 297702 43443 FOGARTY JOHN TRUSTEE (EX-OFF)/CEO/PRESIDENT 60.00 0.00 X X 406628 0 60953 HOFFMANN NANCY CFO & TREASURER 60.00 0.00 X 283354 0 18276 DAVIDSON KATHLEEN CHIEF NURSING OFFICER 60.00 0.00 X 244559 0 34102 MCSWEENEY MD GREGORY CHIEF MEDICAL OFFICER 60.00 0.00 X 257797 0 34493 HAFFENREFFER MD MARK ORTHOPEDIC SURGEON 30.00 30.00 X 154333 154333 49554 QURESHI MD ALIA GENERAL SURGEON 30.00 30.00 X 152782 152782 67336 SHERMAN EILEEN SAMANTHA CHIEF DEVELOPMENT OFFICER 54.00 6.00 X 178696 19855 37756 WAYLER MD DEBORAH CHIEF OF PATHOLOGY 30.00 30.00 X 146430 146430 51672 WILLIAMS ANDREA CHIEF COMPLIANCE OFFICER 30.00 30.00 X 86457 86457 38436 2184013 3705905 815137 70 0 1 1 BIDMC 330 LONGWOOD AVENUE BOSTON MA 02115 PAYROLL, PURCHASED AND MANAGEMENT SVS 42117983 HARVARD MED FACULTY PHYS (HMFP) 375 LONGWOOD AVENUE BOSTON MA 02115 PHYSICIANS SERVICES 3956684 NEURO CARE 70 WELLS AVENUE NEWTON MA 02459 MEDICAL SERVICES 1563597 SODEXO SERVICES 9801 WASHINGTONIAN BLVD GAITHERSBURG MD 20878 DIETARY SERVICES 823210 NAVIX DIAGNOSTIX 100 MYLES STANDISH BLVD TAUNTON MA 02780 LAB SERVICES 660756 34 276476 8607 1634073 1919156 OUTPATIENT CLINICS 621400 47095234 47095234 ANCILLIARY SERVICES 621990 21345174 21345174 INPATIENT 621110 16576448 16576448 CANCER CENTER 900099 609342 609342 CPR CLASSES AND MEDICA 900099 232907 232907 155880 155880 86014985 86465 -3342 89807 6440 16214 -9774 -9774 -9774 92996 0 92996 92996 1990 91006 349682 276476 446536 -96854 -96854 16708 992 15716 15716 CAFE INCOME 541380 363101 363101 MEDICAL STAFF DUES 812930 115475 115475 GIFTS SHOPS 722210 93880 93880 78019 78019 650475 88673165 86208479 -11126 556656 X 15000 15000 1642832 873721 769111 32563138 29983938 2360831 218369 1098647 983866 99795 14986 4509267 4038164 409597 61506 2469740 2211714 224338 33688 750618 721240 26942 2436 25619 24103 1390 126 141460 141460 17512 17512 536708 536708 13666106 12874041 754121 37944 187707 19579 163298 4830 15304196 15019610 204350 80236 1265496 1190645 68645 6206 2669008 2516206 140294 12508 139363 126195 8212 4956 22165 21717 395 53 823209 823209 5572758 5126937 445821 365722 365722 UNCOMPENSATED CARE 1573631 1573631 LICENSE, FEES & DUES 312997 306172 5857 968 DONATION/COMMUNITY BENE 75469 71005 4094 370 FUNDRAISING EXPENSES 50837 50837 85799205 78886415 5846063 1066727 7799582 8177144 1580021 1275705 7658391 8226160 15954 1988952 2084629 384050 523532 124606681 49507312 75773167 75099369 7440584 8162659 3063430 3097555 3609061 3910692 109313192 110557445 7718095 8221398 19203247 18697898 28890850 28000096 10634417 9293341 66446609 64212733 X 38099666 41028733 3150796 3699858 1616121 1616121 42866583 46344712 109313192 110557445 X 2873960 226091 378079 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 17512 17512 0 PART II-B, LINE 1: BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) DOES NOT ENGAGE IN ANY DIRECT LOBBYING EFFORTS. HOWEVER, BIDN 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. IN ADDITION, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), BIDN'S SOLE MEMBER, ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER AFFILIATED NETWORK ENTITIES. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $17,512 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2017. TOTAL LOBBYING EXPENDITURES WERE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. 4766917 1391618 179750 1022306 5315979 6199718 891411 118822 2443034 4766917 4649741 2467237 -37925 879335 6199718 5050885 1003959 121345 1526448 4649741 4160646 1512756 193038 815555 5050885 0.30400 0.69600 0 0 3148397 3148397 80465739 23309195 57156544 1415245 857742 557503 34747224 24555693 10191531 4830076 784682 4045394 75099369 THIRD PARTY PAYORS SETTLEMENTS 1312867 DUE TO AFFILIATES 1264194 LOAN PAYMENT TO AFFILIATES 3008796 ACC UNPAID MALPRACTICE LOSSES 3707484 9293341 X 2725168000 2638244474 2638244474 86923526 1749639 1749639 88673165 2636962000 2551508214 2551508214 85453786 345419 345419 85799205 PART V, LINE 4: BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. ENDOWMENT FUND BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM'S (BIDN) ENDOWMENT FUNDS ARE INTENDED TO ENSURE THAT THE BIDN ACCOMPLISHES ITS CHARITABLE MISSION, TO PROVIDE SAFE, HIGH-QUALITY, COMMUNITY-BASED HEALTH CARE AND ACCESS TO TERTIARY CARE IN CLOSE COLLABORATION WITH ITS SOLE MEMBER, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), REGARDLESS OF THE PATIENT'S ABILITY TO PAY, RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. THE SPECIFIC USES OF THE ENDOWMENT VARY DEPENDING ON THE NATURE OF RESTRICTIONS, IF ANY, IMPOSED BY DONORS. THE BIDN ENDOWMENT CONSISTS OF APPROXIMATELY TEN FUNDS AND INTEREST EARNED IS USED FOR HOSPITAL CAPITAL NEEDS, FREE CARE, AND NURSING EDUCATION. PART X, LINE 2: AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) AND BIDN IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF BIDMC AND AFFILIATES. THE TEXT OF THE FOOTNOTE BELOW IS FROM THE BIDMC CONSOLIDATED FINANCIAL STATEMENTS. THE MEDICAL CENTER, MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN), BETH ISRAEL DEACONESS HOSPITAL - MILTON (BIDM), BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BIDP), JORDAN HEALTH SYSTEMS, INC. AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) HAVE ALL 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 MEDICAL CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE MEDICAL CENTER DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN EITHER 2017 OR 2016 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION 355,395. CHANGES IN EQUITY INTERESTS IN LIMITED PARTNERSHIP 378,079. CONSOLIDATED AFFILIATES NET ELIMINATIONS 2,637,511,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: RESTRICTED CONTRIBUTIONS 1,391,618. DEVELOPMENT EXPENSE RECLASSED 346,154. RENTAL AND FUNDRAISING EXPENSE RECLASS -16,214. RESTRICTED REVENUE 28,853. ROUNDING -772. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL AND FUNDRAISING EXPENSE RECLASS 16,214. CONSOLIDATED AFFILIATES NET ELIMINATIONS 2,551,492,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: DEVELOPMENT EXPENSE RECLASSED 346,154. ROUNDING -735. CENTRAL AMERICA & THE CARIBBEAN 0 0 INVESTMENTS 1458247 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 182989 NORTH AMERICA 0 0 INVESTMENTS 62890 0 0 0 0 0 0 1704126 0 1704126 1 0 1 1 1 0 SCHEDULE F, PART IV: FOREIGN FORMS FORM 990, SCHEDULE F, PART IV, LINE 1 ALTHOUGH BIDN WAS AN INDIRECT U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION DURING THE TAX YEAR, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 926, RETURN BY A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION. FORM 990, SCHEDULE F, PART IV, LINE 3 ALTHOUGH BIDN HAD AN INDIRECT OWNERSHIP INTEREST IN A FOREIGN CORPORATION DURING THE TAX YEAR, IT DID NOT MEET ANY OF THE FIVE CATEGORIES OF REQUIRED FILER AND AS SUCH WAS NOT REQUIRED TO FILE FORM 5471, INFORMATION RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN CORPORATIONS. FORM 990, SCHEDULE F, PART IV, LINE 4 ALTHOUGH BIDN WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR A QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, SUCH OWNERSHIP 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. FORM 990, SCHEDULE F, PART IV, LINE 5 ALTHOUGH BIDN 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. X X X X X X 1 BIDMC 330 BROOKLINE AVE BOSTON MA 02215 FUNDRAISING SERVICES 1 2115552 536708 1578844 2115552 536708 1578844 CT FL MA NH NY RI GALA 626158 276476 349682 26543 265702 21425 132866 626158 276476 349682 26543 265702 21425 132866 446536 -96854 16708 992 0 16708 992 992 15716 MA 1 0 0 0 0.12000 0.88000 BID-NEEDHAM ACCOUNTING DEPARTMENT 464 HILLSIDE AVE NEEDHAM MA 02494 0 NANCY HOFFMANN 0 SEE SCHEDULE J X 1 15716 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROFESSIONAL FUNDRAISING SERVICES AS PREVIOUSLY NOTED, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN). DURING THE PERIOD COVERED BY THIS FILING, BIDMC PROCESSED CONTRIBUTIONS FOR BIDN. UPON RECEIPT, THE CONTRIBUTIONS WERE DEPOSITED INTO A BIDMC ACCOUNT. AT THE END OF EACH MONTH THE TOTAL OF THE DEPOSITS WERE TRANSFERRED FROM BIDMC TO BIDN. PAYMENTS TO BIDMC REPORTED HERE REPRESENT A REIMBURSEMENT TO BIDMC FOR THESE SERVICES. 1 1 1 X 1 X 1 1 0 1 1 890298 890298 0.01040 6985606 6079206 906400 0.01060 7875904 6079206 1796698 0.02100 305184 305184 0.00360 255457 255457 0.00300 5765118 5765118 0.06720 37525 37525 0.00040 6363284 6363284 0.07420 14239188 6079206 8159982 0.09520 1 1763723 28290152 30888066 -2597914 X 1 1 1 1 BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 148 CHESTNUT STREET NEEDHAM MA 02492 WWW.BIDNEEDHAM.COM MA STATE LICENSE #2054 X X X X COMMUNITY HOSPITAL BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM 1 0 0 1 X X X X X X X 15 1 1 0 1 X SEE PART VI X 1 15 1 SEE PART VI 0 1 X 200.000000000000 400.000000000000 X X 1 1 X X X X 1 X SEE PART VI X SEE PART VI X SEE PART VI X X X X X X 1 X 0 X X X 1 X 0 0 BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM PART V, SECTION B, LINE 5: FOR DISCLOSURES RELATED TO FORM 990 SCHEDULEH PART V, SECTION B PLEASE SEE SCHEDULE H PART VI SUPPLEMENTALINFORMATION. FORM 990 SCHEDULE H PART V, SECTION C: SUPPLEMENTAL INFORMATION FOR SCHEDULE H PART V, SECTION BFINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSCOMMUNITY BENEFITS MISSION STATEMENT BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM (BID-NEEDHAM OR HOSPITAL) IS COMMITTED TO WORKING IN PARTNERSHIP WITH RESIDENTS AND COMMUNITY LEADERS AS WELL AS CIVIC, SOCIAL AND MEDICAL ORGANIZATIONS FROM THE COMMUNITIES SERVED. THE HOSPITAL IS DEDICATED TO THE PLANNING, DEVELOPMENT, IMPLEMENTATION, AND MONITORING OF PROGRAMS THAT ADDRESS THE HEALTH CARE NEEDS OF OUR COMMUNITY. BID-NEEDHAM HAS MAINTAINED A TRADITION OF EXTENSIVE COMMUNITY SERVICE PROGRAMMING THROUGHOUT ITS HISTORY. THROUGH THE HOSPITAL'S COMMUNITY BENEFIT PROGRAMS, BID-NEEDHAM OFFERS CLINICAL, EDUCATIONAL AND FINANCIAL RESOURCES. THESE PROGRAMS ARE DESIGNED TO IMPROVE AWARENESS OF COMMUNITY HEALTHCARE ISSUES AND INCREASE PARTICIPATION IN WELLNESS AND PREVENTATIVE HEALTH ACTIVITIES. THE HOSPITAL'S COMMITMENT TO THE COMMUNITY BENEFIT IDEALS ALSO INCLUDES CONDUCTING PERIODIC COMMUNITY HEALTH NEEDS ASSESSMENTS AND PROVIDING EXTENSIVE OPPORTUNITIES FOR PUBLIC INPUT AND PARTICIPATION IN ONGOING EVALUATIVE PROCESSES. BID-NEEDHAM BELIEVES THAT THE COOPERATIVE AND COLLABORATIVE PARTNERSHIPS DEVELOPED THROUGH COMMUNITY BENEFIT PROGRAMS WILL HELP ADDRESS THE HEALTH AND WELFARE NEEDS OF THE COMMUNITY. AS NOTED THROUGHOUT THIS NARRATIVE, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), IS A NATIONALLY RECOGNIZED TERTIARY CARE ACADEMIC MEDICAL CENTER, IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND IS THE SOLE MEMBER OF BID-NEEDHAM. THE MEDICAL CENTER IS COMMITTED TO ITS COMMUNITY. THE MEDICAL CENTER'S MISSION IS TO SERVE PATIENTS COMPASSIONATELY AND EFFECTIVELY, AND TO CREATE A HEALTHY FUTURE FOR THEM AND THEIR FAMILIES. THAT MISSION IS SUPPORTED BY THE MEDICAL CENTER'S COMMITMENT TO PERSONALIZED, EXCELLENT CARE FOR OUR PATIENTS; A WORKFORCE COMMITTED TO INDIVIDUAL ACCOUNTABILITY, MUTUAL RESPECT AND COLLABORATION; AND A COMMITMENT TO MAINTAINING OUR FINANCIAL HEALTH. THE MEDICAL CENTER IS COMMITTED TO BEING ACTIVE IN THE COMMUNITY AS WELL. SERVICE TO COMMUNITY IS AT THE CORE AND AN IMPORTANT PART OF THE MEDICAL CENTER'S MISSION. BIDMC HAS A COVENANT TO CARE FOR THE UNDERSERVED AND TO WORK TO CHANGE DISPARITIES IN ACCESS TO CARE. THE MEDICAL CENTER KNOWS THAT TO BE SUCCESSFUL WE NEED TO LEARN FROM THOSE WE SERVE. THIS COMMUNITY BENEFIT MISSION IS FULFILLED BY:- IMPLEMENTING PROGRAMS AND SERVICES IN GREATER BOSTON AND OUTER CAPE COD TO IMPROVE THE CURRENT AND FUTURE HEALTH STATUS OF MEDICALLY UNDERSERVED COMMUNITIES WHICH ARE CHALLENGED BY BARRIERS IN ACCESSING AND INTERACTING EFFECTIVELY WITH THE HEALTHCARE SYSTEM AND IMPACTED BY OTHER SOCIAL DETERMINANTS OF HEALTH.- ENSURING THAT ALL PATIENTS RECEIVE EQUITABLE CARE THAT IS RESPECTFUL AND CULTURALLY RESPONSIVE AND THAT THE MEDICAL CENTER IS WELCOMING AND INCLUSIVE; AND- ENCOURAGING COLLABORATIVE RELATIONSHIPS WITH OTHER PROVIDERS AND GOVERNMENT ENTITIES TO SUPPORT AND ENHANCE RATIONAL AND EFFECTIVE HEALTH POLICIES AND PROGRAMS. DURING THE FISCAL YEAR COVERED BY THIS FILING, BID-NEEDHAM PROVIDED COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BENEFIT OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $342,709 AS REPORTED ON THIS SCHEDULE H, PART I, LINES 7E AND 7I. IN ADDITION, DURING THE FISCAL YEAR COVERED BY THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER, THE SOLE MEMBER OF BID-NEEDHAM, PROVIDED NET COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS OF $16,283,021 AS REPORTED ON THE MEDICAL CENTER'S SCHEDULE H, PART I, LINES 7E AND 7I. COMMUNITY BENEFITS LEADERSHIPBID-NEEDHAM'S PRESIDENT AND CEO, LEADERSHIP STAFF AND MEMBERS OF THE BOARD OF TRUSTEES, IN COLLABORATION WITH COMMUNITY BENEFITS STAFF, INCLUDING THE COMMUNITY RELATIONS COORDINATOR AND CHIEF EXTERNAL RELATIONS OFFICER, ARE RESPONSIBLE FOR ENSURING THAT THE HOSPITAL'S COMMUNITY BENEFIT MANDATE IS EXECUTED EFFECTIVELY. COMMUNITY HEALTH NEEDS ASSESSMENT COMMUNITY HEALTH NEEDS ASSESSMENT - INTERNAL REVENUE CODE SECTION 501(R)INTERNAL REVENUE CODE SECTION 501(R), ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, REQUIRES EACH HOSPITAL TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FORMALLY ADOPT AN IMPLEMENTATION STRATEGY PURSUANT TO FEDERAL GUIDELINES, IN ORDER MAINTAIN ITS TAX EXEMPT STATUS AS A HOSPITAL UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED. BID-NEEDHAM COMPLETED ITS MOST RECENT NEEDS ASSESSMENT IN SEPTEMBER 2016. THAT CHNA WAS COMPLETED IN CONJUNCTION WITH BETH ISRAEL DEACONESS MEDICAL CENTER WHICH SERVES AS BID-NEEDHAM'S SOLE MEMBER AND THE OTHER COMMUNITY HOSPITALS FOR WHICH BIDMC SERVES AS SOLE MEMBER (BID-MILTON AND BID-PLYMOUTH). THE CHNA WAS APPROVED BY THE BID-NEEDHAM BOARD OF TRUSTEES ON SEPTEMBER 1, 2016. THE ACCOMPANYING IMPLEMENTATION STRATEGY FOR THE MOST RECENT CHNA WAS APPROVED BY THE BOARD ON SEPTEMBER 1, 2016 WHICH IS WITHIN THE TIMELINE REQUIRED BY THE TREASURY REGULATIONS UNDER IRC SECTION 501(R). COMMUNITY HEALTH NEEDS ASSESSMENT - TARGETED GEOGRAPHY AND POPULATIONTHE 2016 COMMUNITY HEALTH ASSESSMENT (CHNA) FOCUSED ON THE FOUR TOWNS THAT COMPRISE THE HOSPITAL'S PRIMARY SERVICE AREA. THESE COMMUNITIES INCLUDE DEDHAM, DOVER, NEEDHAM, AND WESTWOOD (REFERRED TO AS THE NEEDHAM REGION). WHILE THE CHNA PROCESS AIMED TO EXAMINE THE HEALTH CONCERNS ACROSS THE ENTIRE REGION, THERE WAS A PARTICULAR FOCUS ON IDENTIFYING THE NEEDS OF THE MOST UNDERSERVED POPULATION GROUPS OF THE REGION, INCLUDING YOUTH, ADULTS WITH BEHAVIORAL HEALTH AND CHRONIC HEALTH CONDITIONS, LOW-INCOME FAMILIES, AND OLDER ADULTS. COMMUNITY HEALTH NEEDS ASSESSMENT - APPROACH AND METHODSBID-NEEDHAM ENGAGED JOHN SNOW INC. (JSI), A NON-PROFIT HEALTH ORGANIZATION, TO CONDUCT ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE PURPOSE OF THE CHNA WAS TO PROVIDE AN EMPIRICAL FOUNDATION FOR FUTURE HEALTH PLANNING AS WELL AS FULFILL THE CHNA REQUIREMENT FOR BOTH THE MASSACHUSETTS ATTORNEY GENERAL AND IRS. THE RESULTS OF THIS PROCESS HELP GUIDE THE HOSPITAL'S EFFORTS TO IMPROVE THE HEALTH OF THE POPULATION SERVED. THE PROCESS INCLUDED BOTH QUALITATIVE AND QUANTITATIVE REVIEW OF COMMUNITY DATA AND THE CHNA EVALUATED HEALTH NEEDS OF DISADVANTAGED POPULATIONS, AMONG OTHER COMMUNITY HEALTH NEEDS.QUANTITATIVE DATA: REVIEWING EXISTING SECONDARY DATAEXISTING DATA WAS DRAWN FROM STATE, COUNTY AND LOCAL SOURCES IN ORDER TO DEVELOP A SOCIAL, ECONOMIC, AND HEALTH PORTRAIT OF THE NEEDHAM REGION, THROUGH A "SOCIAL DETERMINANTS OF HEALTH FRAMEWORK." SOURCES OF DATA INCLUDED, BUT WERE NOT LIMITED TO, THE U.S. CENSUS, MASSACHUSETTS DEPARTMENT OF PUBLIC HEALTH, AND CHIA INPATIENT DISCHARGES. OTHER TYPES OF DATA INCLUDED SELF-REPORT OF HEALTH BEHAVIORS FROM LARGE, POPULATION-BASED SURVEYS SUCH AS THE BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS), AS WELL AS VITAL STATISTICS BASED ON BIRTH AND DEATH RECORDS. IT SHOULD BE NOTED THAT ASIDE FROM POPULATION COUNTS, AGE AND RACIAL/ETHNIC DISTRIBUTION, OTHER DATA FROM THE U.S. CENSUS DERIVE FROM THE AMERICAN COMMUNITY SURVEY, WHICH IS COMPRISED OF DATA FROM A SAMPLE OF A GIVEN GEOGRAPHIC AREA. QUALITATIVE DATA: COMMUNITY DIALOGUERESIDENTS AND COMMUNITY MEMBERS FROM THE BID-NEEDHAM SERVICE AREA ATTENDED A COMMUNITY FORUM AT THE NEEDHAM PUBLIC LIBRARY TO DISCUSS HEALTH NEEDS AND PRIORITIES. PARTICIPANTS REPRESENTED A RANGE OF POPULATION GROUPS, LOCAL ORGANIZATIONS, SENIORS, LEADERS AND HEALTH PROVIDERS IN THE SPECIFIC COMMUNITIES. COMMUNICATION ABOUT THE EVENTS WAS DISTRIBUTED THROUGH BID-NEEDHAM CONTACTS IN EACH AREA, INCLUDING THE LOCAL HEALTH DEPARTMENTS, PUBLIC SCHOOLS, AND COUNCILS ON AGING. THE EVENT WAS ALSO ADVERTISED IN THE LOCAL PAPERS. THE DISCUSSION AIMED TO EXPLORE PARTICIPANTS' PERCEPTIONS OF THEIR COMMUNITIES, WHAT ASPECTS OF THE COMMUNITIES MAKE IT EASIER OR HARDER TO BE HEALTHY, AND THEIR SUGGESTIONS FOR FUTURE PROGRAMMING AND SERVICES TO ADDRESS THEIR PERCEIVED HEALTH ISSUES. THE DIALOGUES WERE MODERATED BY TRAINED JSI PERSONNEL. KEY INFORMANT INTERVIEWS JSI CONDUCTED 23 STAKEHOLDER INTERVIEWS IN THE HOSPITAL'S SERVICE AREA. INTERVIEWEES INCLUDED STAFF AT BID-NEEDHAM, PRIMARY CARE PROVIDERS, BEHAVIORAL HEALTH AND MENTAL HEALTH PROVIDERS, COMMUNITY-BASED SERVICE ORGANIZATIONS, COMMUNITY LEADERS, AND LOCAL HEALTH OFFICIALS. INTERVIEWS WERE CONDUCTED USING A STANDARD INTERVIEW GUIDE, AND INFORMATION WAS GATHERED RELATED TO MAJOR HEALTH ISSUES, MORTALITY/MORBIDITY, BARRIERS TO CARE, UNDERLYING DETERMINANTS OF HEALTH, AND SERVICE GAPS THAT COULD NOT BE IDENTIFIED THROUGH QUANTITATIVE DATA. ONE JSI STAFF PERSON WAS THE LEAD ON ALL INTERVIEWS TO ENSURE CONTINUITY OF UNDERSTANDING OF THE SERVICE AREA'S NEEDS AND RESOURCES.IN ADDITION, THERE WERE SOME STAKEHOLDERS THAT WERE UNABLE TO PARTICIPATE IN AN INTERVIEW, SO A SURVEY WAS DEVELOPED FOR THOSE STAKEHOLDERS TO COMPLETE AT THEIR CONVENIENCE. THE SURVEY GATHERED SIMILAR INFORMATION TO THE INTERVIEWS, AND A TOTAL OF 9 PARTICIPANTS COMPLETED THE SURVEY. ANALYSES THE FINAL PHASE OF THE ASSESSMENT WAS TO REVIEW THE RESULTS OF THE QUALITATIVE AND QUANTITATIVE DATA AND IDENTIFY PRIORITIES, FOCUSING ON THE KEY THEMES THAT EMERGED ACROSS DATA, GROUPS AND INTERVIEWS. THE CHNA UTILIZED A PARTICIPATORY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. AS NOTED ABOVE, THE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING DATA ON SOCIAL, ECONOMIC, AND HEALTH INDICATORS IN THE REGION AS WELL AS INFORMATION FROM COMMUNITY DIALOGUES CONDUCTED WITH COMMUNITY RESIDENTS, AND INTERVIEWS WITH COMMUNITY STAKEHOLDERS. (SCHEDULE H, PART V, SECTION B, QUESTION 5). BID-NEEDHAM CONDUCTED THIS CHNA PROCESS IN CONJUNCTION WITH ITS SOLE MEMBER, BETH ISRAEL DEACONESS MEDICAL CENTER, AS WELL AS THE OTHER HOSPITALS FOR WHICH BIDMC SERVES AS SOLE MEMBER, BID-MILTON AND BID-PLYMOUTH. ALTHOUGH THESE HOSPITALS WORKED TOGETHER ON THE CHNA PROCESS, EACH HOSPITAL ULTIMATELY COMPILED ITS OWN INDEPENDENT CHNA AND IMPLEMENTATION STRATEGY. (SCHEDULE H, PART V, SECTION B, QUESTION 6A AND 6B).COMMUNITY HEALTH NEEDS ASSESSMENT - KEY FINDINGSBID-NEEDHAM'S CHNA RESULTED IN KEY FINDINGS RELATED TO HEALTH INSURANCE COVERAGE AND ACCESS TO PRIMARY CARE, HEALTH RISK FACTORS, OVERALL MORTALITY, HEALTH CARE UTILIZATION, CHRONIC DISEASE, CANCER, INFECTIOUS DISEASE, BEHAVIORAL HEALTH (MENTAL HEALTH AND SUBSTANCE ABUSE), ELDER HEALTH, AND MATERNAL AND CHILD HEALTH. SEVERAL OVERARCHING THEMES EMERGED FROM THIS SYNTHESIS OF DATA, INCLUDING: LACK OF TRANSPORTATION SERVICES IN THE REGION PREVENTS RESIDENTS FROM ACCESSING SERVICES; HEALTHY EATING, PHYSICAL ACTIVITY AND OBESITY ARE ISSUES AFFECTING RESIDENTS IN THE NEEDHAM REGION AS THEY ARE SEEN NATIONALLY; SUBSTANCE ABUSE AND MENTAL HEALTH ARE PRESSING HEALTH CONCERNS IN THE COMMUNITY, FOR WHICH THE CURRENT SYSTEM WAS PERCEIVED AS INSUFFICIENT; AND, DESPITE STRONG HEALTH CARE SERVICES IN THE REGION, VULNERABLE POPULATIONS ENCOUNTER CONTINUED DIFFICULTIES IN ACCESSING RESOURCES. IN RESPONSE, THERE ARE SEVERAL EFFORTS CURRENTLY UNDERWAY IN THE NEEDHAM REGION WORKING TO MEET THE HEALTH AND SOCIAL SERVICE NEEDS OF RESIDENTS. COMMUNITY HEALTH NEEDS ASSESSMENT - ADDRESSING COMMUNITY HEALTH NEEDS BID-NEEDHAM STRIVES TO ADDRESS THE PRIORITY AREAS IN ITS CHNA AND IMPLEMENTATION STRATEGY WHICH ARE AVAILABLE ON THE BID-NEEDHAM WEBSITE. AS NOTED THROUGHOUT THIS FORM 990 SCHEDULE H, BID-NEEDHAM'S MOST RECENTLY COMPLETED CHNA WAS COMPLETED DURING THE FISCAL YEAR ENDED 2016 AND THE FIRST YEAR OF ACCOMPLISHMENTS UNDER THAT CHNA AND IMPLEMENTATION STRATEGY (CHIP) WILL BE REPORTED IN THE FORM 990 FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2017. THAT CHNA AND CHIP ARE AVAILABLE ON THE HOSPITAL'S WEBSITE AT:HTTPS://WWW.BIDNEEDHAM.ORG/WRITABLE/IMAGES/NEEDHAM-CHNA-REPORT-FINAL.PDFHTTPS://WWW.BIDNEEDHAM.ORG/WRITABLE/FILES/NEEDHAM-CHIP-REPORT-FINAL.PDFIN ADDITION, THE CHNA AND CHIP WHICH WERE PREVIOUSLY COMPLETED DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2013 AND UNDER WHICH COMMUNITY BENEFITS ACTIVITIES WERE GUIDED FOR THE PERIOD COVERED BY THIS FILING IS AVAILABLE ON THE HOSPITAL'S WEBSITE AT: HTTPS://WWW.BIDNEEDHAM.ORG/WRITABLE/FILES/BID-NEEDHAM-CB-PLAN-FINAL-9-6-13-AK.PDFHTTPS://WWW.BIDNEEDHAM.ORG/WRITABLE/FILES/BID-NEEDHAM-FINAL-CHNA-REPORT_8.15.13.PDFBOTH DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST. (SCHEDULE H, PART V, SECTION B, LINE 7A.) 1. HEALTH RISK FACTORS AND PRIMARY PREVENTION TO ADDRESS HEALTH RISK FACTORS AND PREVENTION OF CHRONIC DISEASE, THE HOSPITAL WORKED WITHIN THE COMMUNITY AND WITH COMMUNITY PARTNERS, ON HEALTH LITERACY AND EDUCATION FOR RESIDENTS ON HEALTHY LIFESTYLES, INCLUDING MENTAL WELL-BEING, PHYSICAL ACTIVITY, NUTRITION AND SCREENINGS.IN THE AREA OF MENTAL WELL-BEING, BID-NEEDHAM CONTINUED TO PROVIDE FUNDING FOR THE WILLIAM JAMES INTERFACE REFERRAL SERVICE. INTERFACE PROVIDES PERSONALIZED COUNSELING REFERRALS MATCHED FOR LOCATION, SPECIALTY AND INSURANCE OR FEE REQUIREMENTS. MEMBERS OF THE COMMUNITY CAN CALL THE COMPLIMENTARY REFERRAL HELPLINE TO CONSULT WITH A RESOURCE AND REFERRAL COUNSELOR TO RECEIVE SERVICES. THE HOSPITAL ALSO WORKED WITH CHNA 18 TO HOST A THREE-PART MENTAL HEALTH TRAINING AND WORKSHOP SERIES.NUTRITION IS A KEY COMPONENT OF A HEALTHY LIFESTYLE AND A FOCUS OF THE CHIP. THE HOSPITAL'S NUTRITION TEAM DID COMMUNITY AND IN-HOSPITAL EDUCATION ABOUT HEALTHY EATING. BID-NEEDHAM ALSO WORKED WITH NEEDHAM BANK AND NEEDHAM COMMUNITY FARM TO PROVIDE FREE PRODUCE TO UNDERSERVED RESIDENTS THROUGH NEEDHAM COMMUNITY FARM'S "MOBILE MARKET." THE HOSPITAL CREATED A FREE COOKBOOK ON HOW TO STORE, CLEAN AND USE FRESH PRODUCE. THE COOKBOOK WAS DISTRIBUTED AT THE MOBILE MARKET AND AT THE LOCAL FOOD PANTRY. BID-NEEDHAM ALSO SUPPORTED MANY LOCAL ORGANIZATIONS THAT DISTRIBUTE FOOD TO THE UNDERSERVED IN THE COMMUNITY, SUCH AS THREE SQUARES RIDE FOR FOOD, THE GREATER BOSTON FOOD BANK, NEEDHAM COMMUNITY COUNCIL AND RIPPLES OF HOPE.FINALLY, BID-NEEDHAM ATTENDED SEVERAL COMMUNITY AND HEALTH FAIRS AND DISTRIBUTED INFORMATION ON CHRONIC DISEASE PREVENTION AND HEALTHY LIVING FOR ALL AGES. IN ADDITION, THE HOSPITAL SUPPORTED COMMUNITY ACTIVITIES AND ORGANIZATIONS THAT PROMOTE PHYSICAL FITNESS, INCLUDING THE CHARLES RIVER YMCA, NEEDHAM TOUCHDOWN CLUB AND THE NEEDHAM BOOSTERS. 2. PHYSICAL DISEASE MANAGEMENT: CHRONIC DISEASE, CANCER & INFECTIOUS DISEASE TO ADDRESS THE RANGE OF CHRONIC AND INFECTIOUS DISEASES IN THE BID-NEEDHAM SERVICE AREA, THE HOSPITAL FOCUSED ON COMMUNITY EDUCATION, THE IMPORTANCE OF SCREENING, TIMELY ACCESS TO TREATMENT AND COORDINATION OF FOLLOW-UP CARE.BID-NEEDHAM PARTNERED WITH LOCAL COMMUNITY ORGANIZATIONS SUCH AS NEEDHAM COMMUNITY EDUCATION, SPRINGWELL AND JEWISH COMMUNITY CENTERS OF BOSTON TO PROVIDE EDUCATION TO THE COMMUNITY ON CHRONIC DISEASE MANAGEMENT. THE HOSPITAL ALSO CONTINUED THE "BE SEEN, GET SCREENED" CAMPAIGN WITHIN THE COMMUNITY, FOCUSING ON THE IMPORTANCE OF SCREENING.WITHIN THE HOSPITAL, EFFORTS WERE MADE TO IMPROVE EDUCATION AND FOLLOW-UP CARE FOR PATIENTS WITH CHRONIC DISEASES. THE HOSPITAL'S CONGESTIVE HEART FAILURE TEAM MET MONTHLY TO EVALUATE READMISSION RATES AND DISCUSS AT-RISK PATIENTS, AND ALSO HIRED A CHF NURSE TO BETTER SERVE PATIENTS AT HOSPITAL DISCHARGE AND REDUCE READMISSION RATES. THE PATIENT AND FAMILY ADVISORY COUNCIL (PFAC) CONTINUED TO MEET TO LOOK AT READMISSION RATES, AS WELL AS PATIENT QUALITY OF CARE AND ACCESS.TO ENSURE THAT PATIENTS ARE GETTING THE PROPER CARE AND COVERAGE, BID-NEEDHAM EMPLOYED TWO CERTIFIED APPLICATION COUNSELORS (CAC) TO HELP PATIENTS WITH INSURANCE APPLICATIONS AND RENEWALS. IN FY17 OUR FINANCIAL COUNSELORS ASSISTED 230 PEOPLE WITH THE ENROLLMENT PROCESS, AND SUCCESSFULLY ENROLLED 99 PATIENTS IN MASSHEALTH.FINALLY, THE HOSPITAL CONTINUED TO FOCUS ON RELATIONSHIPS AND TRAINING WITH LOCAL EMS. A PARTNERSHIP BETWEEN BID-NEEDHAM AND LOCAL EMS ALLOWED EMS WORKERS TO IDENTIFY A STROKE IN THE FIELD, AND CREATED EXPEDITED CARE FOR STROKE PATIENTS. IN ADDITION, EMERGENCY DEPARTMENT STAFF HAD A TRAINING PROGRAM FOR LOCAL EMT'S, WHERE TRAINEES SPENT 40 HOURS EACH IN THE ED TO TRAIN WITH A BID-NEEDHAM ED NURSE.3. BEHAVIORAL HEALTH: MENTAL HEALTH AND SUBSTANCE ABUSETHE BURDEN OF MENTAL ILLNESS AND SUBSTANCE ABUSE IS SUBSTANTIAL. BID-NEEDHAM WORKED TO INTEGRATE BEHAVIORAL HEALTH INTO CARE, TO REDUCE THE BURDEN OF OPIOID USE, AND TO ASSIST WITH ENHANCED CARE MANAGEMENT.BID-NEEDHAM PARTNERED WITH RIVERSIDE AND APG (AFFILIATED PHYSICIAN'S GROUP) TO FUND A SOCIAL WORKER AT A LOCAL PRIMARY CARE PHYSICIAN'S OFFICE TO ADDRESS THE DEMAND FOR BEHAVIORAL HEALTH SERVICES IN THE AREA. THE HOSPITAL PROVIDED A GRANT THAT SUPPORTED NON-BILLABLE ACTIVITIES, FREE CARE, AND URGENT INTERVENTIONS FOR PATIENTS THAT HAD INSURANCES THAT DID NOT INCLUDE RIVERSIDE IN THEIR PANEL. THE SOCIAL WORKER IS AT THE DEDHAM AVENUE PRACTICE, BUT WILL ALSO SEE PATIENTS FROM OTHER BIDHC PRACTICES. THE LICSW WORKED 33 HOURS PER WEEK AND BENEFITTED 60 PATIENTS IN FY17.WITHIN THE HOSPITAL, A PSYCHOLOGIST IS EMPLOYED TO PROVIDE PSYCHIATRIC CONSULTATIONS ON THE INPATIENT UNITS, AND THE HOSPITAL HAS A REFERRING PARTNERSHIP WITH RIVERSIDE TO PROVIDE EVALUATIONS, CARE AND PLACEMENTS FOR BEHAVIORAL HEALTH PATIENTS THAT COME INTO THE EMERGENCY DEPARTMENT (ED). IN ADDITION, "GRAND ROUNDS" PROVIDER EDUCATION WORKSHOPS WERE HOSTED WEEKLY AT THE HOSPITAL, ON A VARIETY OF TOPICS INCLUDING OVERDOSE PREVENTION. IN THE COMMUNITY, THE HOSPITAL PROVIDED NARCAN TO THE NEEDHAM FIRE DEPARTMENT TO USE IN EMERGENCY SITUATIONS, AND IS ALSO PART OF TWO COMMUNITY GROUPS TO FIGHT THE OPIOID CRISIS LOCALLY, THE PRESCRIPTION DRUG ACTION COMMITTEE AND THE COMMUNITY CRISIS INTERVENTION TEAM (CCIT). BOTH GROUPS SERVE TO EDUCATE AND ADDRESS SUBSTANCE USE IN THE COMMUNITY. THE CCIT WORKS TO CONFIDENTIALLY ADDRESS CHRONIC RESIDENT NEEDS RELATED TO SUBSTANCE USE DISORDERS, MENTAL HEALTH CONDITIONS AND DOMESTIC VIOLENCE. A HOSPITAL REPRESENTATIVE SERVES ON LOCAL SUBSTANCE PREVENTION COMMITTEES AND THE HOSPITAL PROVIDES FUNDING FOR STUDENT EDUCATION AND ACTIVITIES IN NEEDHAM AND DOVER THROUGH SPAN AND SPAN-DS.4. HEALTHY AGINGTHE SERVICE AREA OF BID-NEEDHAM HAS A LARGER POPULATION OF OLDER ADULTS. THE HOSPITAL HAS FOCUSED ON THIS POPULATION TO REDUCE FALLS AND ISOLATION, INCREASE ACCESS TO CARE AND SERVICES, AND TO IMPROVE CARE TRANSITIONS.BID-NEEDHAM SERVED AS A HOSPICE FOUNDATION OF AMERICA HOST FOR THEIR "BEING MORTAL PROJECT, AND PARTNERED WITH LOCAL COMMUNITY GROUPS TO OFFER 4 SCREENINGS OF THE FRONTLINE FILM BEING MORTAL, FOLLOWED BY PHYSICIAN-LED DISCUSSIONS ON ADVANCED CARE PLANNING, INCLUDING CHOOSING A HEALTH CARE PROXY AND PALLIATIVE CARE. MORE THAN 200 PEOPLE ATTENDED THESE EVENTS.THE HOSPITAL WORKED WITH LOCAL COUNCILS ON AGING TO PROVIDE OPPORTUNITIES FOR SOCIALIZATION AND PHYSICAL ACTIVITY. BID-NEEDHAM FUNDED LUNCH PROGRAMS FOR SENIORS AT THE WESTWOOD AND DOVER COUNCILS ON AGING, DONATED FUNDS FOR NEW EXERCISE EQUIPMENT AT THE DEDHAM COUNCIL ON AGING, AND "ADOPTED" THE FITNESS CENTER AT THE NEEDHAM COUNCIL ON AGING FOR ONE MONTH. THE HOSPITAL SPONSORED THE "ADVENTURES IN CREATIVE RETIREMENT" CONFERENCE, HOSTED BY THE OSHER CENTER FOR LIFELONG LEARNING AT BRANDEIS UNIVERSITY. 175 PEOPLE ATTENDED THE CONFERENCE FOCUSING ON RETIREMENT AND AGING, INCLUDING HEALTH AND WELLNESS, HOUSING, AND COMMUNITY.TO SUPPORT TRANSPORTATION IN THE COMMUNITY, BID-NEEDHAM PROVIDED 167 TAXI VOUCHERS TO PATIENTS DURING FY17 AT A VALUE OF $3,633. THE HOSPITAL ALSO DONATED TO THE ELLIE FUND TO PAY FOR TAXI RIDES AND/OR GAS GIFT CARDS FOR PATIENTS WHO COULD NOT AFFORD THEIR OWN RIDES OR GAS, AND SPONSORED THE NEEDHAM COMMUNITY COUNCIL'S MEDICAL TRANSPORTATION PROGRAM, WHICH WAS EXPANDED TO INCLUDE UBER AND LYFT SERVICE, FOR THOSE RESIDENTS WHO COULD NOT OTHERWISE GET TO MEDICAL APPOINTMENTS. IN CONJUNCTION WITH THE NEEDHAM BOARD OF HEALTH, TO PREVENT INJURY DUE TO BURNS AND TO PROMOTE OVERALL HEALTH AND NUTRITION FOR THE SENIOR POPULATION, BID-NEEDHAM CONTINUED THE TRAVELING MEALS PROGRAM FOR SENIORS AND THOSE UNABLE TO PROVIDE FOOD FOR THEMSELVES. MORE THAN 8,100 MEALS WERE DELIVERED TO RESIDENTS THROUGHOUT THE COMMUNITY. THE HOSPITAL'S NUTRITIONISTS, PHYSICIANS, AND PHYSICAL THERAPISTS VISITED LOCAL SENIOR LIVING CENTERS, COUNCILS ON AGING, THE YMCA AND JCC TO DISCUSS HEALTHY FOOD, ACTIVE LIFESTYLES, HEALTHY AGING AND FALL PREVENTION FOR SENIORS. WITHIN THE HOSPITAL, CASE MANAGERS CONTINUED TO MEET WITH PATIENTS AND FAMILIES TO DISCUSS ADVANCED CARE PLANNING OPTIONS AND HELP COMPLETE HEALTH CARE PROXY DOCUMENTS, WHICH ARE KEPT ON FILE AT THE HOSPITAL. THE HOSPITAL MAINTAINED RELATIONSHIPS WITH LOCAL PALLIATIVE-HOSPICE CARE AGENCIES IN ORDER TO ASSIST PATIENTS WITH THIS TRANSITION. IN ADDITION, THE CASE MANAGEMENT TEAM WORKED CLOSELY WITH PATIENTS AND FAMILIES UPON DISCHARGE TO COORDINATE APPROPRIATE FOLLOW UP AND SUPPORT SERVICES. FINALLY, THE HOSPITAL CONTINUED THE WORK OF THE FALLS COMMITTEE, WHICH DEVELOPS EDUCATION AND STRATEGIES TO REDUCE INJURIES FROM FALLS. THE COMMITTEE WORKED ON FALL PREVENTION PROGRAMS, CONDUCTED POST-FALL ANALYSIS, DEVELOPED EDUCATIONAL/COLLATERAL MATERIALS FOR PATIENTS AND FAMILY MEMBERS, AND OFFERED DIVERSIONARY ACTIVITIES FOR PATIENTS AT RISK OF FALLING. THE HOSPITAL CONTINUED TO USE THEIR STANDARDIZED FALL ASSESSMENT SCALE TO DETERMINE WHICH PATIENTS ARE AT RISK. PATIENTS SCREENED POSITIVE WEAR A YELLOW WRIST BAND AND ARE PLACED ON THE BID-NEEDHAM FALL PRECAUTION WHILE IN THE HOSPITAL. THESE PATIENTS ARE ALSO PROVIDED WITH EDUCATIONAL MATERIALS AND HOSPITAL STAFF DISCUSSES WHAT CAN BE DONE AT HOME TO PREVENT FALLS.5. OTHER COMMUNITY HEALTH AND SUPPORT INITIATIVESSTROKE EDUCATION:BID-NEEDHAM CONTINUED TO EDUCATE THE COMMUNITY ABOUT THE SIGNS OF A STROKE AND THE IMPORTANCE OF GETTING A STROKE PATIENT TO AN EMERGENCY DEPARTMENT AS QUICKLY AS POSSIBLE. MAGNETS AND FLYERS WERE DISTRIBUTED AT COMMUNITY EVENTS TO EDUCATE THE PUBLIC ON THE SIGNS OF A STROKE AND THE URGENCY REQUIRED TO GET MEDICAL TREATMENT. THE HOSPITAL ALSO HAD INFORMATION AT TABLES THROUGHOUT THE HOSPITAL DURING STROKE MONTH IN MAY, AND HAD A PHYSICIAN SPEAK IN THE COMMUNITY. CANCER AWARENESS:THE MAMMOGRAPHY DEPARTMENT SUPPORTED BREAST CANCER AWARENESS MONTH AND MADE EFFORTS TO EMPHASIZE THE IMPORTANCE OF HAVING AN ANNUAL SCREENING MAMMOGRAM. IN ADDITION, THE HOSPITAL SUPPORTED THE COMMUNITY-WIDE "NEEDHAM GOES PINK" EVENT TO INCREASE BREAST CANCER AWARENESS, BY DONATING PINK SOCKS AND RIBBONS TO NEEDHAM JUNIOR FOOTBALL AND CHEER TO WEAR THROUGHOUT THE MONTH OF OCTOBER. THE HOSPITAL ALSO SUPPORTED THE SEAN D. BIGGS "BIGGSTEPS 5K" RACE TO SUPPORT CANCER RESEARCH, BY ATTENDING THE RACE AND DISTRIBUTING CANCER-RELATED RESOURCES. FINALLY, THE HOSPITAL CONTINUED THE COMMUNITY-WIDE INITIATIVE TO PROMOTE THE IMPORTANCE OF SCREENING FOR CHRONIC DISEASE PREVENTION, CALLED "BE SEEN, GET SCREENED." THIS MESSAGE WAS PROMOTED AT SEVERAL COMMUNITY EVENTS AND ON SOCIAL MEDIA. COMMUNITY PARTNERS BID-NEEDHAM PARTNERS WITH A WIDE RANGE OF COMMUNITY LEADERS AND LOCAL GROUPS TO IMPROVE THE HEALTH STATUS OF THE PEOPLE LIVING IN THE HOSPITAL'S SERVICE AREA AND TO PROVIDE CARE FOR THEM AT THE RIGHT PLACE, AT THE RIGHT TIME. BID-NEEDHAM IS AN IMPORTANT MEMBER OF LOCAL PUBLIC HEALTH TEAMS ADDRESSING THE NEEDS OF AREA COMMUNITIES. BID-NEEDHAM CRAFTS ITS COMMUNITY BENEFITS INITIATIVES WITH AREA BOARDS OF HEALTH, PUBLIC SAFETY, COUNCILS ON AGING, AND SCHOOLS TO COLLECTIVELY PROMOTE THE HEALTH AND WELLBEING OF THE BID-NEEDHAM COMMUNITY. AS NOTED IN THIS NARRATIVE SUPPORT TO FORM 990 SCHEDULE H, BOTH WITHIN AND BEYOND ITS WALLS, BID-NEEDHAM PLAYS AN ACTIVE ROLE IN COALITION BUILDING, WORKING TO EMPOWER A RANGE OF COMMUNITY LEADERS TO FOSTER SUSTAINABLE, HEALTHY LIFESTYLES THAT LEAD TO BETTER HEALTH FOR ALL MEMBERS OF THE COMMUNITY. IN FY17 THE HOSPITAL STARTED A "COMMUNITY RESOURCE GROUP," CONSISTING OF LOCAL HEALTH DEPARTMENTS, COUNCILS ON AGING, SCHOOLS, SENIOR HOUSING, HOUSING AUTHORITIES, AND OTHER ORGANIZATIONS DEDICATED TO THE HEALTH AND WELLBEING OF RESIDENTS. THERE ARE 45 PEOPLE IN THE GROUP, REPRESENTING 29 ORGANIZATIONS. THE MEETINGS AND EMAIL LIST HAVE PROVEN TO BE A VALUABLE WAY TO SHARE RESOURCES AND COMMUNICATION ABOUT EVENTS, HEALTH NEEDS AND PROGRAMMING IN THE COMMUNITY. BID-NEEDHAM WORKS CLOSELY WITH SEVERAL COMMUNITY PARTNERS TO SUPPORT EXISTING PROGRAMMING AND TO PROVIDE HEALTH EDUCATION AND INFORMATION TO AREA RESIDENTS. WE WORK CLOSELY WITH THE LOCAL PUBLIC HEALTH DEPARTMENTS, AS WELL AS LOCAL COUNCILS ON AGING, TO ADDRESS SUBSTANCE ABUSE PREVENTION, MENTAL HEALTH, HEALTHY AGING AND TRANSPORTATION. WE ALSO SUPPORT LOCAL FITNESS FACILITIES THAT PROVIDE HEALTHY OPPORTUNITIES FOR THE UNDERSERVED, SUCH AS THE COUNCIL ON AGING, THE BOSTON JCC AND THE CHARLES RIVER YMCA. THE HOSPITAL PROVIDES FUNDING TO AND PROGRAMMING WITH MENTAL HEALTH ORGANIZATIONS SUCH AS CHARLES RIVER CENTER, WALKER AND RIVERSIDE. WE SERVE ON COALITIONS AND PROVIDE FUNDING FOR PROGRAMS FOR LOCAL SUBSTANCE PREVENTION COALITIONS AND SUBSTANCE PREVENTION CURRICULUM IN THE SCHOOLS. THE HOSPITAL SUPPORTS ORGANIZATIONS THAT PROVIDE FOOD AND OTHER BASIC NECESSITIES TO THE UNDERSERVED, SUCH AS RIPPLES OF HOPE, THREE SQUARES RIDE FOR FOOD, DEDHAM HOUSING AUTHORITY, THE GREATER BOSTON FOOD BANK, FAMILY PROMISE METROWEST, NEEDHAM COMMUNITY COUNCIL, NEEDHAM STEPS UP AND THE ELLIE FUND. WE PROVIDE EDUCATION TO THE AGING POPULATION WITH FOX HILL, NORTH HILL, AVITA, THE NEWTON NEEDHAM REGIONAL CHAMBER AND THE UNITED INDIA ASSOCIATION. BID-NEEDHAM ALSO PROMOTES HEALTH AND WELLNESS THROUGH PARTNERSHIPS WITH COMMUNITY GROUPS THAT ADVOCATE FOR HEALTHY LIFESTYLES, EXERCISE, SOCIALIZING AND MENTAL WELLNESS SUCH AS NEEDHAM JUNIOR FOOTBALL AND CHEER, NEEDHAM TRACK CLUB, GREAT HALL CONCERT SERIES AND RELIGIOUS ORGANIZATIONS.THE HOSPITAL WORKS WITH SEVERAL AREA GROUPS INCLUDING: -AA-AMERICAN CANCER SOCIETY-AMERICAN LUNG ASSOCIATION-AMERICAN HEART ASSOCIATION-AVITA OF NEEDHAM-BRANDEIS OSHER CENTER FOR LIFELONG LEARNING-CHARLES RIVER CENTER-CHARLES RIVER YMCA-CHNA 18-DEDHAM COUNCIL ON AGING-DEDHAM DEPARTMENT OF PUBLIC HEALTH-DEDHAM HOUSING AUTHORITY-DODGING ADDICTION FOR AMY-DOVER COUNCIL ON AGING-DOVER PARKS AND RECREATION-FAMILY PROMISE METROWEST-FOX HILL VILLAGE-GLOBAL INITIATIVE FOR COPD (GOLD)-GREAT HALL PERFORMANCE FOUNDATION-GREATER BOSTON FOOD BANK-HEALTHCARE FOR HOMELESS-HEBREW SENIOR LIFE-HOSPICE FOUNDATION OF AMERICA-JEWISH COMMUNITY CENTERS OF GREATER BOSTON-JOSLIN DIABETES CENTER-MEDFIELD EMPLOYERS AND MERCHANTS ASSOCIATION-NEEDHAM BANK-NEEDHAM BUSINESS ASSOCIATION-NEEDHAM COALITION FOR SUICIDE PREVENTION-NEEDHAM COMMUNITY COUNCIL-NEEDHAM COMMUNITY EDUCATION-NEEDHAM COMMUNITY FARM-NEEDHAM COUNCIL ON AGING-NEEDHAM DEPARTMENT OF PUBLIC HEALTH-NEEDHAM EDUCATION FOUNDATION-NEEDHAM EXCHANGE CLUB-NEEDHAM FARMERS MARKET-NEEDHAM FIRE DEPARTMENT-NEEDHAM HOUSING AUTHORITY-NEEDHAM JUNIOR FOOTBALL AND CHEER-NEEDHAM POLICE DEPARTMENT-NEEDHAM PUBLIC SCHOOLS-NEEDHAM ROTARY CLUB-NEEDHAM STEPS UP-NEEDHAM TOUCHDOWN CLUB-NEEDHAM TRACK CLUB-NEEDHAM WOMEN'S CLUB-NEEDHAM YOUTH SERVICES-NEW YEAR'S NEEDHAM-NEWTON NEEDHAM REGIONAL CHAMBER -NORTH HILL-PARENT TALK-RIPPLES OF HOPE-RIVERSIDE COMMUNITY CARE-SAINT SUSANNA NEEDHAM-SEAN D. BIGGS FOUNDATION-SPAN-DS (SUBSTANCE PREVENTION AND AWARENESS NETWORK OF DOVER)-SPAN (SUBSTANCE PREVENTION ALLIANCE OF NEEDHAM)-SPRINGWELL-ST. JOSEPH'S PARISH NEEDHAM-TAKE BACK THE NIGHT-THE ELLIE FUND-TEMPLE BETH SHALOM-THREE SQUARES NEW ENGLAND-TOWN OF DOVER-TOWN OF NEEDHAM-UNITED INDIA ASSOCIATION OF NEW ENGLAND-VNA CARE NETWORK-WALKER -WESTWOOD COUNCIL ON AGING-WESTWOOD DEPARTMENT OF PUBLIC HEALTH-WILLIAM JAMES COLLEGEAS DESCRIBED IN DETAIL IN THIS SUPPORTING NARRATIVE TO THE FORM 990 SCHEDULE H, BID-NEEDHAM IS DEEPLY DEDICATED TO ITS COMMUNITY BENEFITS OPERATIONS AND TO IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES. DUE TO LIMITED FINANCIAL AND STAFF RESOURCES, THE HOSPITAL'S COMMUNITY BENEFITS EFFORTS WERE DEVOTED TO THE PRIORITY AREAS IDENTIFIED BY THE CHNA AND THE HOSPITAL DID NOT IMPLEMENT SPECIFIC COMMUNITY BENEFITS PROGRAMMING FOR ISSUES THAT WERE NOT CITED AS PRESSING HEALTH CONCERNS, ISSUES WHERE THE REGIONAL RATES OF OCCURRENCE FELL BELOW THE STATEWIDE AVERAGE, OR THOSE ISSUES WHERE THE CONCERN WAS BEING ADDRESSED BY OTHER COMMUNITY PARTNERS. THESE AREAS INCLUDE REPRODUCTIVE AND MATERNAL HEALTH AND AFFORDABLE HOUSING. IN ADDITION, EFFORTS TO IMPROVE TRANSPORTATION SYSTEMS ARE NOT PART OF THE HOSPITAL'S MISSION AND UNLIKE THE MANY PROGRAMS DESCRIBED HEREIN WHERE BID-NEEDHAM IS UNIQUELY SITUATED TO IMPLEMENT OR PARTICIPATE IN SUCH PROGRAMS, IMPROVING TRANSPORTATION SYSTEMS IS OUTSIDE THE SCOPE OF THE HOSPITAL'S EXPERTISE, AS REFLECTED IN THE EFFORTS DEVOTED TO THAT NEED. (SCHEDULE H, PART V, SECTION B, QUESTION 11). AS NOTED IN DETAIL ABOVE, THE BID-NEEDHAM'S PRIMARY TOOL FOR ASSESSING THE HEALTH CARE NEEDS OF THE COMMUNITIES SERVED IS THROUGH THE CHNA AND CHIP (SCHEDULE H PART VI QUESTION 2). FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION THE PURPOSE OF THIS FORM 990 SCHEDULE H NARRATIVE DISCLOSURE IS TO HELP THE READER UNDERSTAND IN MORE DETAIL HOW BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BID-NEEDHAM OR HOSPITAL) CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS. AS REPORTED IN THIS SCHEDULE H, 9.51% OF BID-NEEDHAM'S TOTAL EXPENSES AS REPORTED ON FORM 990 PART IX, LINE 24, ARE INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. IN ADDITION AS NOTED THROUGHOUT THIS SCHEDULE H NARRATIVE, THERE ARE SIGNIFICANT ADDITIONAL ACTIVITIES AND EXPENDITURES WHICH BID-NEEDHAM CONSIDERS FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. UNDER THE INSTRUCTIONS TO THIS SCHEDULE H QUESTION 7 THESE ITEMS ARE NOT QUANTIFIED IN SCHEDULE H QUESTION 7, BUT IT IS WORTH NOTING THAT IF BID-NEEDHAM HAD INCLUDED THESE IN SCHEDULE H QUESTION 7, THE FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST WOULD BE 9.38% FOR THE PERIOD COVERED BY THIS FILING. IN ADDITION, IT IS IMPORTANT TO NOTE IN THIS CONTEXT THAT BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER, ENTITY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND THE SOLE MEMBER OF BID-NEEDHAM. THE FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS PROVIDED BY BIDMC ARE PROVIDED BY THE SAME HEALTH CARE SYSTEM, AND ALTHOUGH THOSE ACTIVITIES ARE NOT QUANTIFIED ON THE BID-NEEDHAM SCHEDULE H PER THE INSTRUCTIONS TO THE FORM 990, THOSE ACTIVITIES ARE RELEVANT IN EVALUATING THE TOTAL COMMUNITY BENEFIT PROVIDED. BIDMC REPORTED APPROXIMATELY 16% OF TOTAL EXPENSES INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. COMMUNITY BENEFITS - ANNUAL COMMUNITY BENEFITS REPORT AS PREVIOUSLY NOTED IN THIS FILING, THE HOSPITAL'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP) WERE APPROVED BY THE COMMUNITY BENEFITS COMMITTEE AND BOARD OF DIRECTORS DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2016 AND RELATE TO THE COMMUNITY BENEFIT ACTIVITIES REPORTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H. IN ADDITION, AS NOTED IN THIS FORM 990 SCHEDULE H, PART I, LINES 6A AND 6B, THE HOSPITAL PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IS SUBMITTED TO THE MASSACHUSETTS ATTORNEY GENERAL (SCHEDULE H, PART VI, LINE 7). THAT FILING IS AVAILABLE FOR PUBLIC INSPECTION AT THE ATTORNEY GENERAL'S OFFICE, ON THE ATTORNEY GENERAL'S WEBSITE AND UPON REQUEST AT THE HOSPITAL. THERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF CHARITY CARE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE DEFINITION OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THIS SCHEDULE H DISCLOSURE AND THE REPORT THE MEDICAL CENTER FILED WITH THE ATTORNEY GENERAL'S OFFICE. COMMUNITY BENEFITS - EMERGENCY ROOM OPERATIONIN ADDITION, AS NOTED IN THIS FORM 990, SCHEDULE H, PART V, SECTION A, BID-NEEDHAM IS A GENERAL MEDICAL AND SURGICAL COMMUNITY HOSPITAL, PROVIDING 24 HOUR EMERGENCY MEDICAL CARE TO ALL PATIENTS WITHOUT REGARD TO ABILITY TO PAY. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS CHARITY CARE AND MEANS TESTED GOVERNMENT PROGRAMSFINANCIAL ASSISTANCEBIDN'S NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST, WAS $890,298 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2016 AND HAS BEEN REPORTED ON THIS SCHEDULE H, PART I, LINE 7A. THE MEDICAL CENTER, WHICH AS PREVIOUSLY NOTED IS THE SOLE MEMBER OF BID-NEEDHAM, PROVIDED AN ADDITIONAL $12,852,350 OF FINANCIAL ASSISTANCE AND CHARITY CARE AT COST WHICH IS REPORTED ON THE MEDICAL CENTER FORM 990, SCHEDULE H, PART I, LINE 7A FOR THE SAME FISCAL PERIOD. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. HMFP IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER. THE OPERATIONS OF HMFP AND THE ENTITIES FOR WHICH HMFP SERVES AS MEMBER ARE INTEGRALLY RELATED TO THE MEDICAL CENTER'S ACCOMPLISHMENTS OF ITS PURPOSES. HMFP AND ITS AFFILIATES ARE INTEGRALLY RELATED TO BIDN AND TO SERVING THE COMMUNITIES SERVED BY BID-NEEDHAM. AS PART OF THIS RELATIONSHIP, HMFP PATIENTS WHO MEET THE FREE CARE CRITERIA OF THE MEDICAL CENTER ARE PROVIDED FREE CARE AT HMFP AND ITS AFFILIATED ENTITIES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, HMFP AND ITS AFFILIATED ENTITIES PROVIDED ADDITIONAL NET FREE CARE TO PATIENTS IN THE AMOUNT OF $1,851,463. SEE ADDITIONAL INFORMATION BELOW IN THIS SCHEDULE H NARRATIVE. OTHER UNCOMPENSATED CHARITY CARE - MEDICAID AND MEDICARE IN ADDITION TO THE CHARITY CARE REPORTED ABOVE, BIDN ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN OTHER PROGRAMS DESIGNED TO SUPPORT LOW INCOME FAMILIES, INCLUDING PARTICULARLY THE MEDICAID PROGRAM, WHICH IS JOINTLY FUNDED BY FEDERAL AND STATE GOVERNMENTS. THE MASSACHUSETTS HEALTH REFORM LAW PROVIDED AN INITIATIVE FOR EXPANSION OF MEDICAID COVERAGE TO GREATER POPULATIONS AND FOR ENROLLMENT OF UNINSURED PATIENTS IN OTHER INSURANCE PROGRAMS. PAYMENTS FROM MEDICAID AND OTHER PROGRAMS WHICH INSURE LOW INCOME POPULATIONS DO NOT COVER THE COST OF SERVICES PROVIDED. MEDICAID IS A GOVERNMENT INSURANCE PROGRAM FOR INDIVIDUALS WITH LIMITED INCOME AND RESOURCES, AND BIDN PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICAID PROGRAM. PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION AND ALTHOUGH THE PROVISION OF HEALTH CARE TO THESE PATIENTS GENERATED $6,079,206 IN REVENUE, THIS AMOUNT WAS LESS THAN THE COST OF CARE PROVIDED BY BIDN FOR SUCH SERVICES BY $906,400 AS REPORTED ON THIS SCHEDULE H, PART I LINE 7B. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 11.20% OR 16,483 OF BID-NEEDHAM'S PATIENT ENCOUNTERS WERE WITH MEDICAID PATIENTS. IN ADDITION 21.9% OR 253,831 OF THE MEDICAL CENTER'S PATIENT CASES WERE WITH MEDICAID PATIENTS. THIS TRANSLATED TO AN ADDITIONAL $54,311,343 IN UNCOVERED COST BORNE BY BIDMC IN PROVIDING CARE TO MEDICAID PATIENTS. AS PREVIOUSLY NOTED, THE MEDICAL CENTER IS THE SOLE MEMBER OF BID-NEEDHAM AND THIS ADDITIONAL BIDMC COST IS NOT QUANTIFIED IN THE BID-NEEDHAM SCHEDULE H. MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS, AND BIDN PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE ALSO NOT KEPT PACE WITH INFLATION AND ALTHOUGH THE PROVISION OF HEALTH CARE TO THESE PATIENTS GENERATED $28,290,152 IN REVENUE, THIS AMOUNT WAS LESS THAN THE COST OF CARE PROVIDED BY BIDN FOR SUCH SERVICES BY $2,597,914. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 51,999 OR 35.3%OF BID-NEEDHAM'S PATIENT ENCOUNTERS WERE WITH MEDICARE PATIENTS. IN RESPONSE TO THE FORM 990, SCHEDULE H, PART III, LINE 8, ALTHOUGH BIDN CONSIDERS THE PROVISION OF CLINICAL CARE TO ALL MEDICARE PATIENTS AS PART OF ITS COMMUNITY BENEFIT, THIS MEDICARE SHORTFALL IS NOT QUANTIFIED ON PAGE 1 OF THE SCHEDULE H. INSTEAD, PER THE IRS INSTRUCTIONS TO SCHEDULE H, BIDN HAS SEPARATELY REPORTED THIS AMOUNT IN SCHEDULE H, PART III, LINE 7, AS REQUIRED.MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS, AND THE MEDICAL CENTER PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 30.5% OR 352,952 OF THE MEDICAL CENTER'S PATIENT ENCOUNTERS WERE WITH MEDICARE PATIENTS. THIS TRANSLATED TO MEDICARE REVENUE OF $402,276,572. HOWEVER, BECAUSE PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION, REVENUE COLLECTED WAS LESS THAN THE COST OF SERVICES BY $24,617,418. OF THIS AMOUNT, $10,344,897 IS INCLUDED IN FORM 990 SCHEDULE H PART I, LINE 7G AND RELATED TO THE PROVISION OF SUBSIDIZED HEALTH SERVICES FOR INPATIENT PSYCHIATRIC PATIENTS, THE MEDICAL CENTER'S BOWDOIN STREET COMMUNITY FACILITY, THE MEDICAL CENTER'S PROVISION OF OUTPATIENT AMBULATORY CARE AND CERTAIN PRIMARY CARE VISITS THROUGH BIDMC'S ONSITE PRIMARY CARE OFFICES AND $14,272,521 OF WHICH IS REPORTED IN THIS FORM 990 SCHEDULE H PART III LINE 7. IN RESPONSE TO THE FORM 990, SCHEDULE H, PART III, LINE 8, ALTHOUGH THE MEDICAL CENTER CONSIDERS THE PROVISION OF CLINICAL CARE TO ALL MEDICARE PATIENTS AS PART OF ITS COMMUNITY BENEFIT, THE ADDITIONAL MEDICARE SHORTFALL OF $14,272,521 IS NOT QUANTIFIED ON PAGE 1 OF THE SCHEDULE H. INSTEAD, PER THE IRS INSTRUCTIONS TO SCHEDULE H, THE MEDICAL CENTER HAS SEPARATELY REPORTED THIS AMOUNT IN SCHEDULE H, PART III, LINE 7, AS REQUIRED. BIDMC SIMILARLY PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 30.5% OR 352,952 OF THE MEDICAL CENTER'S PATIENT ENCOUNTERS WERE WITH MEDICARE PATIENTS. THIS TRANSLATED TO MEDICARE REVENUE OF $402,276,572. HOWEVER, BECAUSE PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION, REVENUE COLLECTED WAS LESS THAN THE COST OF SERVICES BY $24,617,418. THIS ADDITIONAL BIDMC COST IS NOT QUANTIFIED IN THE BID-NEEDHAM SCHEDULE H. BAD DEBTS IN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, BIDN ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS, AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. CHARGES FOR THOSE SERVICES DURING THE FISCAL PERIOD COVERED BY THIS FILING OF $1,763,723 AND ARE REPORTED AS BAD DEBT ON FORM 990, SCHEDULE H, PART III, LINE 2. BIDMC SIMILARLY INCURS BAD DEBT LOSSES AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE IN ITS FINANCIAL STATEMENTS. BIDMC CHARGES FOR THOSE SERVICES WERE $22,472,200 DURING THE FISCAL PERIOD COVERED BY THIS FILING AS REPORTED IN THE FINANCIAL STATEMENTS AND AS REPORTED ON THE BIDMC FORM 990, SCHEDULE H, PART III, LINE 2. AS REQUIRED BY THE INSTRUCTIONS TO THIS FORM 990 SCHEDULE H, LOSSES RELATED TO BAD DEBTS HAVE NOT BEEN INCLUDED IN THE CALCULATION OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS IN SCHEDULE H PART I LINE 7. RATHER IT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED. THE PERCENTAGES CALCULATED IN PART I, LINE 7, COLUMN F WERE BASED ON EACH ITEM OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT AS A PERCENTAGE OF TOTAL EXPENSES REPORTED IN PART IX OF THIS FORM 990. AS REQUIRED BY THIS FORM 990, SCHEDULE H, PART III, LINE 4, BELOW ARE THE BAD DEBT AND ALLOWANCE FOR DOUBTFUL ACCOUNTS FOOTNOTES FROM THE BETH ISRAEL DEACONESS MEDICAL CENTER'S (BIDMC OR MEDICAL CENTER) AUDITED FINANCIAL STATEMENTS. AS PREVIOUSLY NOTED IN THIS FORM 990, THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE MEDICAL CENTER AND AFFILIATES FOR FISCAL YEAR ENDED SEPTEMBER 30, 2017 INCLUDE THE ACCOUNTS OF THE MEDICAL CENTER AND ITS SUBSIDIARIES, (BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (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 - PLYMOUTH (BID-PLYMOUTH), JORDAN HEALTH SYSTEMS, INC., BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON)) AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER. THE BIDN FORM 990 IS PREPARED FOR BIDN ONLY AND AS SUCH, THE METRICS INCLUDED IN THESE FOOTNOTES WILL NOT TIE TO THE FACE OF THE BIDN FORM 990, SCHEDULE H.FINANCIAL STATEMENT FOOTNOTES:BAD DEBTSIN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, THE MEDICAL CENTER ALSO INCURS LOSSES RELATED TO SELF PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBTS ARE INCLUDED AS A COMPONENT OF NET PATIENT SERVICE REVENUE IN THE CONSOLIDATED FINANCIAL STATEMENTS, AND INCLUDE THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. THE ESTIMATED COST OF PROVIDING SUCH SERVICES WAS $16,928,000 AND $16,257,000 IN 2017 AND 2016, RESPECTIVELY.PATIENT ACCOUNTS RECEIVABLE AND RELATED ALLOWANCE FOR DOUBTFUL ACCOUNTSPATIENT ACCOUNTS RECEIVABLE ARE REFLECTED NET OF AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTIBILITY OF PATIENT ACCOUNTS RECEIVABLE, THE MEDICAL CENTER ANALYZES ITS PAST COLLECTION HISTORY, BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN GOVERNMENTAL AND EMPLOYEE HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS FOR EACH OF ITS MAJOR CATEGORIES OF REVENUE BY PAYOR TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR CATEGORIES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. THROUGHOUT THE YEAR, THE MEDICAL CENTER, AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED, WILL WRITE OFF PATIENTS' UNMET OR UNCOLLECTED RESPONSIBILITY AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN ADDITION TO THE REVIEW OF THE CATEGORIES OF REVENUE, MANAGEMENT MONITORS THE WRITE OFFS AGAINST ESTABLISHED ALLOWANCES TO DETERMINE THE APPROPRIATENESS OF THE UNDERLYING ASSUMPTIONS USED IN ESTIMATING THE ALLOWANCE FOR DOUBTFUL ACCOUNTS.THE MEDICAL CENTER'S METHODOLOGY FOR VALUING THE COLLECTIBILITY OF ACCOUNTS RECEIVABLE REMAINED SUBSTANTIALLY CONSISTENT IN 2017 AND 2016. THE MEDICAL CENTER'S ALLOWANCE FOR DOUBTFUL ACCOUNTS REPRESENTED APPROXIMATELY 9.3% OF PATIENT ACCOUNTS RECEIVABLE NET OF CONTRACTUAL ALLOWANCES IN 2017 AND 11.3% IN 2016. EMERGENCY CARE ACCESS AS PREVIOUSLY NOTED IN THIS FILING, BIDMC IS THE SOLE MEMBER OF BIDN. THE MEDICAL CENTER IS A NATIONALLY RECOGNIZED ACADEMIC MEDICAL CENTER AND TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL. ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (APHMFP) IS AN INTEGRALLY RELATED PHYSICIAN PRACTICE OF BIDMC AND IS ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. APHMFP PHYSICIANS PROVIDE AROUND THE CLOCK PHYSICIAN PATIENT CARE COVERAGE AND MEDICAL DIRECTION OF THE BIDN EMERGENCY DEPARTMENT. THESE PHYSICIANS ARE ALL CERTIFIED OR BOARD-ELIGIBLE IN LEVEL 1 TRAUMA. THE BIDN DEPARTMENT OF EMERGENCY MEDICINE, PROVIDES MEDICALLY NECESSARY CARE FOR ALL PEOPLE REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL OFFERS THIS CARE FOR ALL PATIENTS THAT COME TO THIS FACILITY 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR. FINANCIAL ASSISTANCE POLICY FINANCIAL ASSISTANCE POLICY PURPOSE BID-NEEDHAM'S MISSION IS TO DISTINGUISH ITSELF FROM OTHER PROVIDERS THROUGH EXCELLENCE IN PATIENT CARE, EDUCATION, RESEARCH AND THROUGH IMPROVED HEALTH IN THE COMMUNITIES SERVED.BID-NEEDHAM IS DEDICATED TO PROVIDING FINANCIAL ASSISTANCE TO PATIENTS WHO HAVE HEALTH CARE NEEDS AND ARE UNINSURED, UNDERINSURED INELIGIBLE FOR A GOVERNMENT PROGRAM, OR OTHERWISE UNABLE TO PAY FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. THIS FINANCIAL ASSISTANCE POLICY IS INTENDED TO BE IN COMPLIANCE WITH APPLICABLE FEDERAL AND STATE LAWS FOR OUR SERVICE AREA. PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE WILL RECEIVE DISCOUNTED CARE RECEIVED FROM QUALIFYING BIDMC PROVIDERS.BID-NEEDHAM DOES NOT DISCRIMINATE BASED ON THE PATIENT'S AGE, GENDER, RACE, CREED, RELIGION, DISABILITY, SEXUAL ORIENTATION, GENDER IDENTITY, NATIONAL ORIGIN OR IMMIGRATION STATUS WHEN DETERMINING ELIGIBILITY. FINANCIAL ASSISTANCE POLICY, CREDIT AND COLLECTION POLICY AND EMERGENCY CARE AS REQUIRED BY IRC SECTION 501(R)(4) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL MAINTAINS A WRITTEN FINANCIAL ASSISTANCE POLICY (FAP) WHICH APPLIES TO ALL EMERGENCY AND OTHER MEDICALLY NECESSARY CARE PROVIDED BY THE HOSPITAL FACILITY. (SCHEDULE H PART I QUESTIONS 1A AND 1B). DETAIL RELATED TO EMERGENCY AND OTHER MEDICALLY NECESSARY CARE COVERED BY THE POLICY IS INCLUDED WITHIN THE POLICY AND THE DEFINITION OF EMERGENCY CARE MEETS THE DEFINITION OF THE EMERGENCY MEDICAL TREATMENT AND LABOR ACT (EMTALA), SECTION 1867 OF THE SOCIAL SECURITY ACT (42 USC 1395DD). (SCHEDULE H PART V SECTION B QUESTION 21). THE FAP INCLUDES A LIST OF PROVIDERS OTHER THAN THE HOSPITAL ITSELF, WHICH ARE COVERED BY THE FAP AND SPECIFIES ELIGIBILITY CRITERIA FOR BOTH FREE AND DISCOUNTED CARE. THE FAP ALSO INCLUDES THE BASIS FOR CALCULATING AMOUNTS CHARGED TO PATIENTS. THE HOSPITAL MAINTAINS A SEPARATE CREDIT AND COLLECTION POLICY AS PERMITTED UNDER THE TREASURY REGULATIONS AND THIS CREDIT AND COLLECTION POLICY IS REFERENCED WITHIN THE FAP AS REQUIRED, ALONG WITH INFORMATION ON HOW TO OBTAIN A FREE COPY OF THE CREDIT AND COLLECTION POLICY. (SCHEDULE H PART III SECTION C QUESTIONS 9A AND 9B AND PART V SECTION B QUESTION 17). THE HOSPITAL'S FAP AND CREDIT & COLLECTION POLICY WERE ADOPTED BY THE HOSPITAL'S BOARD PRIOR TO SEPTEMBER 30, 2017 AND THESE DOCUMENTS WERE ALL EFFECTIVE AS OF OCTOBER 1, 2017, THE FIRST DAY OF THE HOSPITAL'S FISCAL YEAR IN WHICH THE HOSPITAL WAS REQUIRED TO BE IN COMPLIANCE WITH THE REGULATIONS PROMULGATED BY THE TREASURY AND RELATED TO IRC SECTION 501(R). FINANCIAL ASSISTANCE POLICY - APPLYING FOR ASSISTANCE THE HOSPITAL'S FAP INCLUDES INFORMATION ON THE METHOD FOR APPLYING FOR FINANCIAL ASSISTANCE UNDER THE FAP. IN ADDITION, THE HOSPITAL'S FINANCIAL ASSISTANCE APPLICATION INCLUDES A LIST OF INFORMATION/DOCUMENTATION REQUIRED AS PART OF A PATIENT'S APPLICATION FOR FINANCIAL ASSISTANCE. (SCHEDULE H PART V SECTION B QUESTION 15). FINANCIAL ASSISTANCE POLICY - ELIGIBILITY GUIDELINES THE HOSPITAL'S FAP USES THE FEDERAL POVERTY GUIDELINES IN DETERMINING ELIGIBILITY FOR FREE AND DISCOUNTED CARE. (SCHEDULE H PART I QUESTION 3A AND 3B AND PART V SECTION B QUESTION 13). IN ADDITION, THE HOSPITAL'S FAP PROVIDES FOR FINANCIAL ASSISTANCE BASED ON MEDICAL HARDSHIP AND ASSET LEVEL (SCHEDULE H PART I QUESTIONS 3C AND 4, PART V SECTION B QUESTION 13 AND PART VI QUESTION 3). FINALLY, THE HOSPITAL UNDERSTANDS THAT NOT ALL PATIENTS ARE ABLE TO COMPLETE A FINANCIAL ASSISTANCE APPLICATION OR COMPLY WITH REQUESTS FOR DOCUMENTATION. THERE MAY BE INSTANCES UNDER WHICH A PATIENT/GUARANTOR'S QUALIFICATION FOR FINANCIAL ASSISTANCE IS ESTABLISHED WITHOUT COMPLETING THE APPLICATION FORM. OTHER INFORMATION MAY BE USED BY THE HOSPITAL TO DETERMINE WHETHER A PATIENT/GUARANTOR'S ACCOUNT IS UNCOLLECTIBLE AND THIS INFORMATION WILL BE USED TO DETERMINE PRESUMPTIVE ELIGIBILITY AS OUTLINED IN THE HOSPITAL'S FAP. (SCHEDULE H PART I QUESTIONS 3C). FINANCIAL ASSISTANCE - PUBLIC ASSISTANCE PROGRAMS (SCHEDULE H PART I QUESTION 3C)IN ADDITION TO FINANCIAL ASSISTANCE ELIGIBILITY UNDER THE HOSPITAL'S FAP, FOR THOSE INDIVIDUALS WHO ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL WORK WITH PATIENTS TO ASSIST THEM IN APPLYING FOR PUBLIC ASSISTANCE AND/OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID HOSPITAL BILLS. IN ORDER TO HELP UNINSURED AND UNDERINSURED INDIVIDUALS FIND AVAILABLE AND APPROPRIATE OPTIONS, THE HOSPITAL WILL PROVIDE ALL INDIVIDUALS WITH A GENERAL NOTICE OF THE AVAILABILITY OF PUBLIC ASSISTANCE AND FINANCIAL ASSISTANCE PROGRAMS DURING THE PATIENT'S INITIAL IN-PERSON REGISTRATION AT A HOSPITAL LOCATION FOR A SERVICE, IN ALL BILLING INVOICES THAT ARE SENT TO A PATIENT OR GUARANTOR, AND WHEN THE PROVIDER IS NOTIFIED OR THROUGH ITS OWN DUE DILIGENCE BECOMES AWARE OF A CHANGE IN THE PATIENT'S ELIGIBILITY STATUS FOR PUBLIC OR PRIVATE INSURANCE COVERAGE.HOSPITAL PATIENTS MAY BE ELIGIBLE FOR FREE OR REDUCED COST OF HEALTH CARE SERVICES THROUGH VARIOUS STATE PUBLIC ASSISTANCE PROGRAMS AS WELL AS THE HOSPITAL FINANCIAL ASSISTANCE PROGRAMS (INCLUDING BUT NOT LIMITED TO MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE HEALTH CONNECTOR, THE CHILDREN'S MEDICAL SECURITY PROGRAM, THE HEALTH SAFETY NET, AND MEDICAL HARDSHIP). SUCH PROGRAMS ARE INTENDED TO ASSIST LOW-INCOME PATIENTS TAKING INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. FOR THOSE INDIVIDUALS THAT ARE UNINSURED OR UNDERINSURED, THE HOSPITAL WILL, WHEN REQUESTED, HELP THEM WITH APPLYING FOR EITHER COVERAGE THROUGH PUBLIC ASSISTANCE PROGRAMS OR HOSPITAL FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILLS.THE HOSPITAL IS AVAILABLE TO ASSIST PATIENTS IN ENROLLING INTO STATE HEALTH COVERAGE PROGRAMS. THESE INCLUDE MASSHEALTH, THE PREMIUM ASSISTANCE PAYMENT PROGRAM OPERATED BY THE STATE'S HEALTH CONNECTOR, AND THE CHILDREN'S MEDICAL SECURITY PLAN. FOR THESE PROGRAMS, APPLICANTS CAN SUBMIT AN APPLICATION THROUGH AN ONLINE WEBSITE (WHICH IS CENTRALLY LOCATED ON THE STATE'S HEALTH CONNECTOR WEBSITE), A PAPER APPLICATION, OR OVER THE PHONE WITH A CUSTOMER SERVICE REPRESENTATIVE LOCATED AT EITHER MASSHEALTH OR THE CONNECTOR. INDIVIDUALS MAY ALSO ASK FOR ASSISTANCE FROM HOSPITAL FINANCIAL COUNSELORS (ALSO CALLED CERTIFIED APPLICATION COUNSELORS) WITH SUBMITTING THE APPLICATION EITHER ON THE WEBSITE OR THROUGH A PAPER APPLICATION. FINANCIAL ASSISTANCE POLICY - TRANSLATIONS THE HOSPITAL'S FAP, CREDIT AND COLLECTION POLICY AND PLAIN LANGUAGE SUMMARY OF THE FAP (SEE DETAIL BELOW) HAVE ALL BEEN TRANSLATED INTO THE LANGUAGES SPOKEN BY THOSE IN THE HOSPITAL'S COMMUNITY WHO MAY COMMUNICATE IN A LANGUAGE OTHER THAN ENGLISH. THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE LANGUAGES OF LIMITED ENGLISH PROFICIENCY (LEP) OF ITS PATIENTS, USING THE HEALTH AND HUMAN SECRETARY GUIDANCE SAFE HARBOR OF 5% OF THE POPULATION OR 1000 PERSONS, WHICHEVER IS LESS. BASED ON THE HOSPITAL'S REVIEW OF THIS SAFE HARBOR, THE HOSPITAL HAS TRANSLATED THESE DOCUMENTS INTO THE FOLLOWING LANGUAGES: SPANISH, TRADITIONAL CHINESE AND VIETNAMESE. (SCHEDULE H PART V SECTION B QUESTION 16I) FINANCIAL ASSISTANCE POLICY - WIDELY PUBLICIZING AND AVAILABILITY COPIES OF THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN BOTH ENGLISH AND ALL LEP LANGUAGES AT THE HOSPITAL OR BY MAIL FREE OF CHARGE AND ON THE HOSPITAL'S WEBSITE AT (SCHEDULE H PART V SECTION B QUESTIONS 16A, 16B, 16C, 16D, 16E, 16H):HTTPS://WWW.BIDNEEDHAM.ORG/YOUR-VISIT/INSURANCE-AND-FINANCIAL-INFORMATIONIN ADDITION, THE FAP, CREDIT AND COLLECTION POLICY, FAP SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE ARE ALL AVAILABLE IN THE HOSPITAL'S EMERGENCY DEPARTMENT AND FINANCIAL COUNSELING OFFICE. (SCHEDULE H PART V SECTION B QUESTION 16F AND SCHEDULE H PART VI QUESTION 3).THE HOSPITAL MAINTAINS SIGNAGE AND CONSPICUOUS PUBLIC DISPLAYS ABOUT FINANCIAL ASSISTANCE AND THE FAP DESIGNED TO ATTRACT THE ATTENTION OF PATIENTS AND VISITORS, INCLUDING BOTH THE EMERGENCY DEPARTMENT AND ADMISSIONS. SUCH SIGNAGE IS POSTED BOTH IN ENGLISH AND THE LEP LANGUAGES NOTED ABOVE. IN ADDITION, FINANCIAL COUNSELING PERSONNEL ROUTINELY VISIT LOCATIONS DESIGNATED FOR SIGNAGE TO ENSURE THAT SUCH SIGNAGE REMAINS VISIBLE TO PATIENTS AND VISITORS AS ATTENDED. THE HOSPITAL PROVIDES INFORMATION ABOUT THE FAP TO PATIENTS BEFORE DISCHARGE AND CONSPICUOUSLY WITHIN BILLING STATEMENTS. INFORMATION PROVIDED TO PATIENTS IN THESE COMMUNICATIONS INCLUDE CONTACT INFORMATION FOR THOSE THAT CAN HELP PROVIDE ADDITIONAL INFORMATION ABOUT THE FAP, INFORMATION ON THE APPLICATION PROCESS AND THE WEBSITE WHERE THE FAP CAN BE OBTAINED. ADDITIONALLY, A PLAIN LANGUAGE SUMMARY OF THE FAP IS PROVIDED TO PATIENTS AS PART OF THE INTAKE PROCESS. (SCHEDULE H PART V SECTION B QUESTION 16G). FINANCIAL ASSISTANCE POLICY - PLAIN LANGUAGE SUMMARY AS NOTED IN THIS NARRATIVE SUPPORT TO THE FORM 990 SCHEDULE H, THE HOSPITAL HAS A PLAIN LANGUAGE SUMMARY OF ITS FAP. THIS IS A WRITTEN STATEMENT DESIGNED TO NOTIFY PATIENTS AND VISITORS THAT THE HOSPITAL HAS A WRITTEN FAP AND PROVIDES FINANCIAL ASSISTANCE. THIS PLAIN LANGUAGE SUMMARY INCLUDES INFORMATION ON FREE AND DISCOUNTED CARE, HOW TO OBTAIN A COPY OF THE FAP POLICY AND APPLICATION, INCLUDING THE WEBSITE ADDRESS, THE LOCATION (INCLUDING THE BUILDING AND ROOM NUMBER) AND PHONE NUMBER OF THE FINANCIAL COUNSELING OFFICE. THE PLAIN LANGUAGE SUMMARY ALSO INCLUDES THE LIST OF LANGUAGES INTO WHICH THE FAP AND SUMMARY HAVE BEEN TRANSLATED AS WELL AS HOW TO ACCESS INFORMATION ON PROVIDERS NOT COVERED BY THE FAP AND TO WHICH OTHER RELATED HOSPITALS APPROVAL UNDER THE FAP WILL APPLY. LIMITATION ON CHARGES - INTERNAL REVENUE CODE SECTION 501(R)(5) LIMITATION ON CHARGESAS REQUIRED BY IRC SECTION 501(R)(5) AND THE REGULATIONS PROMULGATED THEREUNDER, THE HOSPITAL LIMITS THE AMOUNTS CHARGED FOR ANY EMERGENCY OR OTHER MEDICALLY NECESSARY CARE IT PROVIDES TO A FINANCIAL ASSISTANCE ELIGIBLE PATIENT, TO NOT MORE THAN AMOUNTS GENERALLY BILLED (AGB) AND LIMITS THE AMOUNTS CHARGED TO ANY FINANCIAL ASSISTANCE ELIGIBLE PATIENT FOR ALL OTHER MEDICAL CARE TO LESS THAN GROSS CHARGES. AMOUNTS GENERALLY BILLED - LOOK BACK METHODTHE HOSPITAL CALCULATES ITS AGB, USING THE LOOK BACK METHOD, DIVIDING THE TOTAL PAYMENTS RECEIVED FROM ALL COMMERCIAL PLANS AND MEDICARE BY THE TOTAL CHARGES SENT TO THOSE SAME PAYERS FOR THE PREVIOUS FISCAL YEAR. CALCULATED AGB IS INCLUDED IN THE HOSPITAL'S FAP AS REQUIRED UNDER THE REGULATIONS DETAILING THE REQUIREMENTS UNDER IRC SECTION 501(R)(5). (SCHEDULE H PART V SECTION B QUESTION 22). PATIENT REFUNDS FOR CHARGES IN EXCESS OF AMOUNTS GENERALLY BILLEDTHE HOSPITAL REGULARLY MONITORS THE FINANCIAL ACCOUNTS OF FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. WHERE A PATIENT SUBMITS A COMPLETED APPLICATION FOR FINANCIAL ASSISTANCE AND IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE, THE HOSPITAL REFUNDS ANY AMOUNTS PREVIOUSLY PAID FOR CARE THAN EXCEEDS THE AMOUNT THAT THE PATIENT IS PERSONALLY RESPONSIBLE FOR PAYING WHERE SUCH AMOUNTS ARE EQUAL TO OR EXCEED $5.00. BILLING AND COLLECTIONS - 501(R)(6) EXTRAORDINARY COLLECTION ACTIVITIESTHE HOSPITAL DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIVITIES (ECAS) FOR FINANCIAL ASSISTANCE ELIGIBLE PATIENTS. SPECIFICALLY, THE HOSPITAL DOES NOT REPORT TO CREDIT AGENCIES, ENGAGE IN LEGAL OR JUDICIAL PROCESSES OR SELL A PATIENT'S OUTSTANDING AMOUNTS OWED FOR PATIENT CARE. IN ADDITION, THIS EXTENDS TO ANY THIRD PARTY CONTRACTED WITH THE HOSPITAL RELATED TO BILLING AND COLLECTIONS. (SCHEDULE H PART V SECTION B QUESTIONS 18 AND 19).APPLICATION PERIOD PATIENTS MAY APPLY FOR FINANCIAL ASSISTANCE AT ANY TIME UP TO TWO HUNDRED FORTY (240) DAYS AFTER THE FIRST POST-DISCHARGE BILLING STATEMENT IS AVAILABLE. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPSCOMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY HEALTH IMPLEMENTATION PLANDETAIL TO BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM'S (BID-NEEDHAM OR HOSPITAL) COMMUNITY HEALTH NEEDS ASSESSMENT, IMPLEMENTATION STRATEGY AND COMMUNITY BENEFITS ACTIVITIES HAVE BEEN PROVIDED IN FORM 990, SCHEDULE H, PART V SECTION C ABOVE. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - GRADUATE MEDICAL EDUCATIONTHE MEDICAL CENTER'S DEVOTION TO TEACHING, RESPECT FOR STUDENTS/TRAINEES AND WILLINGNESS TO EMBRACE TECHNOLOGICAL AND CLINICAL PRACTICE INNOVATION MAKE THE MEDICAL CENTER A TOP CHOICE AMONG MEDICAL STUDENTS AND HEALTH CARE PROFESSIONALS. THE MEDICAL CENTER TRAINS HUNDREDS OF MEDICAL STUDENTS, INTERNS, RESIDENTS AND FELLOWS, AS WELL AS PROFESSIONALS IN NURSING, SOCIAL WORK AND THE ALLIED HEALTH SCIENCES. THE MEDICAL CENTER HAS 52 ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME) APPROVED CLINICAL RESIDENCY AND FELLOWSHIP PROGRAMS WITH 627 RESIDENTS AND CLINICAL FELLOWS. IN ADDITION, THE MEDICAL CENTER HAS 42 NONSTANDARD CLINICAL FELLOWSHIP PROGRAMS WITH 62 TRAINEES PER YEAR. STAFF PHYSICIANS AT THE MEDICAL CENTER WHO HOLD FACULTY APPOINTMENTS AT HARVARD MEDICAL SCHOOL INSTRUCT THE DOCTORS OF TOMORROW THROUGH SUPERVISION OF THEIR DAILY PATIENT CARE AND A RANGE OF INTERACTIVE LEARNING EXPERIENCES.CORE CLINICAL TRAINING PROGRAMSTHE MEDICAL CENTER SPONSORS CORE CLINICAL TRAINING PROGRAMS IN THE FOLLOWING FIELDS:- ANESTHESIOLOGY- EMERGENCY MEDICINE- INTERNAL MEDICINE- NEUROLOGY- NEUROSURGERY- OBSTETRICS AND GYNECOLOGY- PATHOLOGY- PSYCHIATRY- RADIOLOGY- SURGERY- TRANSITIONAL YEARDURING THE FISCAL YEAR COVERED BY THIS FILING, THE MEDICAL CENTER HAD NET EXPENDITURES OF $72,842,238 REPORTED ON THIS SCHEDULE H, PART I, LINE 7F RELATED TO THE MEDICAL CENTER'S TEACHING FUNCTION WHICH REPRESENTED 4.62% OF THE MEDICAL CENTER'S TOTAL EXPENSES.RESIDENCY PROGRAMSTHE MEDICAL CENTER SPONSORS ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME) APPROVED RESIDENCY PROGRAMS IN EACH OF THE CORE CLINICAL TRAINING PROGRAMS LISTED ABOVE. FELLOWSHIP PROGRAMSIN ADDITION TO THE RESIDENT TRAINING PROGRAMS LISTED ABOVE, THE MEDICAL CENTER SPONSORS A WIDE VARIETY OF FELLOWSHIP TRAINING PROGRAMS FOR ELIGIBLE DOCTORS WHO HAVE COMPLETED THEIR RESIDENCY AND WANT TO ENGAGE IN MORE SPECIALIZED STUDY. OVER HALF OF THESE PROGRAMS (55 OF 90) ARE ACGME APPROVED OR APPROVED BY A COMPARABLE BODY RELATED TO THE PARTICULAR SUBSPECIALTY. THE MEDICAL CENTER SPONSORS THE FOLLOWING FELLOWSHIP PROGRAMS:- ANESTHESIA: ADULT CARDIOTHORACIC ANESTHESIOLOGY, ADVANCED CLINICAL ANESTHESIA, CRITICAL CARE MEDICINE, NEUROANESTHESIA, OBSTETRIC ANESTHESIOLOGY, PAIN MEDICINE, REGIONAL ANESTHESIA, VASCULAR ANESTHESIA- EMERGENCY MEDICINE: EMERGENCY MEDICAL SERVICES, EMERGENCY ULTRASOUND, DISASTER MEDICINE, ACADEMIC EMERGENCY MEDICINE- INTERNAL MEDICINE: ADVANCED CARDIAC NON-INVASIVE IMAGING, ADVANCED ENDOSCOPY, CARDIAC MAGNETIC RESONANCE IMAGING CARDIOVASCULAR DISEASE, CELIAC DISEASE, CLINICAL CARDIAC ELECTROPHYSIOLOGY, CLINICAL INFORMATICS, ENDOCRINOLOGY, DIABETES, AND METABOLISM, GASTROENTEROLOGY, GENERAL MEDICINE, GERIATRIC MEDICINE, GI MOTILITY/FUNCTIONAL BOWEL DISORDERS, GLOBAL HEALTH, HEMATOLOGY AND ONCOLOGY, HEPATOLOGY, HOSPICE AND PALLIATIVE CARE, INFECTIOUS DISEASE, INFLAMMATORY BOWEL DISEASE, INTERVENTIONAL CARDIOLOGY, INTERVENTIONAL PULMONOLOGY, NEPHROLOGY, PULMONARY CRITICAL CARE, RHEUMATOLOGY, SLEEP MEDICINE, SLEEP RESPIRATION, TRANSPLANT HEPATOLOGY, TRANSPLANT NEPHROLOGY- NEUROLOGY: AUTONOMIC DISORDERS, COGNITIVE BEHAVIORAL NEUROLOGY, CLINICAL NEUROPHYSIOLOGY, EPILEPSY, MOVEMENT DISORDERS, MULTIPLE SCLEROSIS, NEUROLOGY-HIV, NEUROMUSCULAR MEDICINE, NEURO-ONCOLOGY, VASCULAR NEUROLOGY- OBSTETRICS AND GYNECOLOGY: FEMALE PELVIC MEDICINE & RECONSTRUCTIVE SURGERY, MATERNAL FETAL MEDICINE, MINIMALLY INVASIVE GYNECOLOGIC SURGERY, REPRODUCTIVE ENDOCRINOLOGY- PATHOLOGY: CYTOPATHOLOGY, HEMATOLOGY, MEDICAL MICROBIOLOGY, MEDICAL MICROBIOLOGY - CPEP, SELECTIVE PATHOLOGY - RADIOLOGY-DIAGNOSTIC: ABDOMINAL RADIOLOGY, BREAST IMAGING RADIOLOGY, INTERVENTIONAL RADIOLOGY-INDEPENDENT, INTERVENTIONAL RADIOLOGY-INTEGRATED MRI, MUSCULOSKELETAL IMAGING - MSK, NEURORADIOLOGY, THORACIC IMAGING RADIOLOGY, VASCULAR AND INTERVENTIONAL RADIOLOGY, RADIATION ONCOLOGY- SURGERY: ABDOMINAL TRANSPLANT SURGERY/KIDNEY, COLORECTAL SURGERY, CORNEA AND REFRACTIVE SURGERY, CEREBROVASCULAR AND ENDOVASCULAR NEUROSURGERY, INTERDISCIPLINARY BREAST SURGERY, MINIMALLY INVASIVE BARIATRIC SURGERY, NEUROSURGERY/ORTHO SPINE, NEUROSURGICAL ONCOLOGY & STERIOTACTIC NEUROSURGERY, ORTHOPAEDIC HAND SURGERY, ORTHOPAEDIC SPINE SURGERY, PLASTIC HAND SURGERY, PLASTIC SURGERY/AESTHETIC RECONSTRUCTION, PODIATRY, SURGICAL CRITICAL CARE, THORACIC SURGERY, UROLOGY MALE INFERTILITY/SEXUAL DYSFUNCTION, VASCULAR SURGERY, VASCULAR SURGERY-INTEGRATEDADDITIONAL INFORMATION ON THE MEDICAL CENTER'S CLINICAL RESIDENCY AND FELLOWSHIPS IS AVAILABLE IN THE SUPPORTING DETAIL TO THE MEDICAL CENTER'S FORM 990, SCHEDULE H. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - RESEARCH AS PREVIOUSLY NOTED IN THROUGHOUT THIS FORM 990, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS THE SOLE MEMBER OF BID-NEEDHAM. ALTHOUGH BID-NEEDHAM DOES NOT ENGAGE DIRECTLY IN RESEARCH, CONDUCTING RESEARCH IS PART OF BIDMC'S MISSION. THE MEDICAL CENTER IS A WORLD-CLASS RESEARCH INSTITUTION WHERE OUTSTANDING SCIENTISTS WORK TO DEVELOP NEW KNOWLEDGE FOR THE BETTERMENT OF THE HEALTH OF LOCAL AND EXTENDED COMMUNITIES. THE BIDMC RESEARCH PROGRAM STRIVES TO BE, AND IS, RENOWNED FOR ITS BENCH-TO-BEDSIDE MODEL OF TRANSLATIONAL RESEARCH AND FOR ITS COLLABORATION WITH INDUSTRY AS A PATHWAY FOR TRANSFERRING THE FRUITS OF RESEARCH INTO PRODUCTS THAT IMPROVE THE QUALITY OF LIFE.THE MEDICAL CENTER'S NOTABLE RESEARCH ACCOMPLISHMENTS INCLUDE CONSISTENTLY BEING RANKED IN THE TOP TIER OF INDEPENDENT HOSPITALS IN NATIONAL INSTITUTES OF HEALTH (NIH) FUNDING. THE MEDICAL CENTER SCIENTISTS CONTINUE TO SEARCH FOR IMPROVED UNDERSTANDING OF DISEASES AND BETTER TREATMENTS FOR PATIENTS, WHICH IN TURN DIRECTLY IMPACT THE LIVES OF OUR PATIENTS AND IMPROVE THE MEDICAL CENTER'S PATIENT CARE. DURING THE FISCAL PERIOD COVERED BY THIS FILING, MORE THAN 1,300 ACTIVE FEDERAL, INDUSTRY, AND FOUNDATION SPONSORED PROJECTS AND MORE THAN 2,500 ACTIVE EXEMPT, EXPEDITED, AND FULL BOARD-REVIEWED CLINICAL RESEARCH STUDIES. BIDMC RESEARCH LED BY MORE THAN 250 PRINCIPAL INVESTIGATORS, THE MAJORITY OF WHOM ARE HARVARD MEDICAL SCHOOL FACULTY. THE KEY AREAS OF RESEARCH INCLUDE VASCULAR BIOLOGY, MOLECULAR IMAGING, TRANSPLANTATION, SIGNAL TRANSDUCTION, CANCER BIOLOGY, METABOLIC DISEASE, NEUROBIOLOGY, AIDS, AND CARDIOLOGY/CARDIAC SURGERY.AS NOTED IN THIS FILING, THE MEDICAL CENTER IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND IS COMMITTED TO MAINTAINING A COLLABORATIVE CULTURE; TO MAINTAINING MODERN, HIGH-QUALITY FACILITIES, AND TO TAKING FULL ADVANTAGE OF THE UNIQUE RELATIONSHIPS THAT EXIST AMONG THE HARVARD MEDICAL SCHOOL AND THE HARVARD TEACHING HOSPITALS. THE MEDICAL CENTER DESIGNS AND IMPLEMENTS MANY INTERDEPARTMENTAL AND INTERDISCIPLINARY RESEARCH PROGRAMS WITHIN THE INSTITUTION. THE MEDICAL CENTER ALSO COLLABORATES WITH OTHER NATIONALLY RECOGNIZED AND WORLD RENOWNED EXPERTS IN VARIOUS FIELDS IN AN EFFORT TO TRANSLATE NEW KNOWLEDGE INTO NOVEL MEDICAL TREATMENTS AND PATIENT CARE. THE MEDICAL CENTER PARTICIPATES IN HARVARD CATALYST, THE HARVARD CLINICAL AND TRANSLATIONAL SCIENCE CENTER, WHICH BRINGS TOGETHER THE INTELLECTUAL FORCE, TECHNOLOGIES, AND CLINICAL EXPERTISE AT HARVARD UNIVERSITY AND ITS ACADEMIC, HEALTH CARE, AND COMMUNITY PARTNERS TO CREATE CONNECTIONS, ENABLE RESEARCH AT THE CUTTING EDGE OF DISCOVERY, AND NURTURE CLINICAL AND TRANSLATIONAL RESEARCHERS WITH THE GOAL OF IMPROVING HUMAN HEALTH.STUDIES BY MEDICAL CENTER RESEARCHERS ARE ROUTINELY PUBLISHED IN THE WORLD'S LEADING SCIENTIFIC JOURNALS, INCLUDING NATURE, SCIENCE AND THE NEW ENGLAND JOURNAL OF MEDICINE, WHICH HELPS TO BRING THE RESEARCH FINDINGS TO CLINICIANS AND PATIENTS BEYOND THE MEDICAL CENTER. THE MEDICAL CENTER ENGAGES IN RESEARCH IN ALL OF THE FOLLOWING DISCIPLINES:- ANESTHESIA, CRITICAL CARE, AND PAIN MEDICINE - EMERGENCY MEDICINE - MEDICINE - ALLERGY AND INFLAMMATION - CARDIOVASCULAR MEDICINE - CENTER FOR VASCULAR BIOLOGY RESEARCH - CENTER FOR VIROLOGY AND VACCINE RESEARCH - CLINICAL INFORMATICS - CLINICAL NUTRITION - ENDOCRINOLOGY - EXPERIMENTAL MEDICINE - GASTROENTEROLOGY - GENERAL MEDICINE AND PRIMARY CARE - GENETICS - GERONTOLOGY - HEMATOLOGY AND ONCOLOGY - HEMOSTASIS AND THROMBOSIS - IMMUNOLOGY - INFECTIOUS DISEASE - INTERDISCIPLINARY MEDICINE AND BIOTECHNOLOGY - MOLECULAR AND VASCULAR MEDICINE - NEPHROLOGY - PULMONOLOGY - RHEUMATOLOGY - SIGNAL TRANSDUCTION - TRANSLATIONAL RESEARCH -TRANSPLANT IMMUNOLOGY- NEONATOLOGY - NEUROLOGY - OBSTETRICS AND GYNECOLOGY - ORTHOPAEDIC SURGERY - PATHOLOGY - PSYCHIATRY - RADIOLOGY - SURGERY - CARDIAC SURGERY - CENTER FOR MINIMALLY INVASIVE SURGERY - NEUROSURGERY - PLASTIC AND RECONSTRUCTIVE SURGERY - VASCULAR SURGERY- TRANSPLANT INSTITUTEDURING THE FISCAL YEAR COVERED BY THIS FILING, THE MEDICAL CENTER REPORTED $81,492,965 OF NET INTERNALLY FUNDED RESEARCH ON THIS SCHEDULE H, PART I, LINE 7H RELATED TO RESEARCH TO FURTHER SCIENCE AND PATIENT CARE, WHICH REPRESENTED 4.90% OF THE MEDICAL CENTER'S TOTAL EXPENSES. ADDITIONALLY, THE MEDICAL CENTER REPORTED $215,267,238 OF RESEARCH EXPENSES FUNDED BY GOVERNMENTS AND OTHER TAX-EXEMPT ENTITIES INCLUDING OTHER HOSPITALS, UNIVERSITIES AND FOUNDATIONS WHICH, IF INCLUDED IN THE BIDMC SCHEDULE H, PART I, LINE 7H CALCULATION, WOULD INCREASE THE NET COMMUNITY BENEFIT REPORTED FROM RESEARCH ACTIVITIES ON THE MEDICAL CENTER'S FORM SCHEDULE H, PART I, LINE 7H TO 17.84%. SCHEDULE H PART VI QUESTIONS 5 AND 6 ADDITIONAL PROMOTION OF COMMUNITY HEALTH AND AFFILIATED HEALTH CARE SYSTEMBIDN MAINTAINS AN OPEN MEDICAL STAFF AND AS NOTED IN THIS FORM 990 PARTS I AND VI, THE MAJORITY OF BOARD MEMBERS ARE INDEPENDENT COMMUNITY MEMBERS. IN ADDITION, AS NOTED THROUGHOUT THIS NARRATIVE SUPPORT TO THE BID-NEEDHAM FORM 990 AND SCHEDULES, THE MEDICAL CENTER IS PART OF THE CAREGROUP NETWORK OF AFFILIATES AND CAREGROUP SERVES AS THE MEDICAL CENTER'S SOLE MEMBER. THE MEDICAL CENTER SERVES AS THE SOLE MEMBER TO BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL - MILTON, BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP AND JORDAN HEALTH SYSTEMS, INC. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER IS THE DEDICATED PHYSICIAN PRACTICE OF BIDMC. EACH OF THESE ENTITIES MAY, IN TURN, SERVE AS THE SOLE MEMBER OF ADDITIONAL AFFILIATES. BID-NEEDHAM, THE MEDICAL CENTER AND EACH OF ITS AFFILIATES IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITIES THEY SERVE. 0 TOWN OF NEEDHAM 1471 HIGHLAND AVENUE NEEDHAM MA 02492 15000 GENERAL SUPPORT 1 X X X X 0 1 0 0 0 0 0 1 0 FISCHER STEVEN TRUSTEE; ASST TREAS, BIDMC 0 533797 0 13648 0 47883 0 23850 0 51552 0 670730 0 0 KANNAM MD JOSEPH P TRUSTEE; CARDIOLOGIST 170632 170632 51295 51295 3050 3050 14575 14575 15218 15218 254770 254770 0 0 LEWIS MD STANLEY M TRUSTEE; CHF SYS DEV OFF BIDMC 0 531104 0 13475 0 37732 0 29150 0 44381 0 655842 0 0 TABB MD KEVIN TRUSTEE (EX-OFFICIO) 0 1019207 0 405820 0 20703 0 127000 0 43597 0 1616327 0 0 BUCKLE MD DAVID TRUSTEE, CLERK; APG MD FAM MED 0 272504 0 21339 0 3859 0 31800 0 11643 0 341145 0 0 FOGARTY JOHN TRUSTEE (EX-OFF)/CEO/PRESIDENT 329550 0 57375 0 19703 0 18550 0 42403 0 467581 0 0 0 HOFFMANN NANCY CFO & TREASURER 241001 0 41344 0 1009 0 7104 0 11172 0 301630 0 0 0 DAVIDSON KATHLEEN CHIEF NURSING OFFICER 206995 0 36260 0 1304 0 6156 0 27946 0 278661 0 0 0 MCSWEENEY MD GREGORY CHIEF MEDICAL OFFICER 227475 0 28865 0 1457 0 6555 0 27938 0 292290 0 0 0 HAFFENREFFER MD MARK ORTHOPEDIC SURGEON 97665 97665 53575 53575 3093 3093 20231 20231 4546 4546 179110 179110 0 0 QURESHI MD ALIA GENERAL SURGEON 150470 150470 0 0 2312 2312 18550 18550 15118 15118 186450 186450 0 0 SHERMAN EILEEN SAMANTHA CHIEF DEVELOPMENT OFFICER 150804 16756 27746 3083 146 16 3287 365 30694 3410 212677 23630 0 0 WAYLER MD DEBORAH CHIEF OF PATHOLOGY 138887 138887 5000 5000 2543 2543 15900 15900 9936 9936 172266 172266 0 0 WILLIAMS ANDREA CHIEF COMPLIANCE OFFICER 85111 85111 875 875 471 471 1914 1914 17304 17304 105675 105675 0 0 PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS THE SOLE MEMBER OF BID-NEEDHAM. AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2017 IS CALENDAR YEAR 2016 DETAIL. DURING THE 2016 CALENDAR YEAR, THE MEDICAL CENTER WAS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE RETIREMENT PROGRAM AND THE BETH ISRAEL DEACONESS MEDICAL CENTER 457(B) PLAN. PURSUANT TO THESE PLANS, ELIGIBLE EMPLOYEES RECEIVE CERTAIN RETIREMENT BENEFITS AND/OR CAN DEFER PART OF THEIR COMPENSATION. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE CONSIDERED A 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 BIDN'S EXECUTIVE COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BUDGETED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE IS REVIEWED AND APPROVED BY BIDN'S COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, IS FULLY STAFFED BY INDEPENDENT MEMBERS. IN ADDITION, INDIVIDUALS REPORTED IN THIS BIDN FORM 990, SCHEDULE J WHO PERFORMED SERVICES FOR OTHER AFFILIATES HAD SIMILAR OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON SIMILAR GOALS. SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. BASE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN BASE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: REGULAR WAGES, EMPLOYEE DEFERRALS TO A 401(K) AND/OR 403(B) PLAN OTHER REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED FULLY VESTED 457(B) PLAN; VESTED AMOUNTS UNDER 457(F) PLAN; TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AND 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, UNFUNDED AND UNVESTED AMOUNTS DEFERRED UNDER 457(F) PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ALL TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS MEDICAL CENTER, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER AND MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 900 PART VII AND FORM 990 SCHEDULE J AS BIDN, BIDMC, HMFP AND BID-HEALTHCARE RESPECTIVELY. SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) ANTIN, FRANCIS TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. ANTIN DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. AUTH, JOSEPH TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. AUTH'S TERM ON THE BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM BOARD BEGAN OCTOBER 1, 2016. MR. AUTH DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. BUCKLE, M.D., DAVID TRUSTEE AND CLERK - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DIRECTOR AND PHYSICIAN, FAMILY MEDICINE - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BID HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP INSTRUCTOR IN MEDICINE - HARVARD MEDICAL SCHOOL DR. BUCKLE DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS MADE BY HMFP: BASE COMPENSATION: 272,504 INCENTIVE COMPENSATION: 21,339 OTHER REPORTABLE COMPENSATION: 3,859 DEFERRED COMPENSATION: 31,800 NON-TAXABLE BENEFITS: 11,643 BURKE, KEVIN TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. BURKE'S TERM ON THE BETH ISRAEL DEACONESS NEEDHAM - HOSPITAL BOARD BEGAN OCTOBER 1, 2016 AND ENDED JUNE 16, 2017. MR. BURKE DEVOTED, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. BURMAN, SAMANTHA TROTMAN TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. BURMAN DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. CARNAHAN, VIRGINIA TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. CARNAHAN DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. COFFMAN, BARRY TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. COFFMAN DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. CONNELLY, ESQ., JOHN TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. CONNELLY DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. COOLEY, MARIANNE TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. COOLEY DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. FISCHER, STEVEN TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER ASSISTANT TREASURER - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - MILTON DIRECTOR - MILTON HOSPITAL FOUNDATION DIRECTOR - COMMUNITY PHYSICIANS ASSOCIATES DIRECTOR AND TREASURER - BETH ISRAEL MEDICAL DEACONESS MEDICAL CENTER PHARMACY MR. FISCHER DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 533,797 INCENTIVE COMPENSATION: 13,648 OTHER REPORTABLE COMPENSATION: 47,883 DEFERRED COMPENSATION: 23,850 NON-TAXABLE BENEFITS: 51,552 OTHER REPORTABLE COMPENSATION FOR MR. FISCHER INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $43,955. FOGARTY, JOHN TRUSTEE (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. FOGARTY DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MR. FOGARTY WAS PAID DIRECTLY BY BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), THE SOLE MEMBER OF BIDN AND AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. AS REQUIRED BY FORM 990, MR. FOGARTY'S COMPENSATION IS REPORTED AS IF PAID DIRECTLY BY BIDN. PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 329,550 BONUS AND INCENTIVE COMPENSATION: 57,375 OTHER REPORTABLE COMPENSATION: 19,703 DEFERRED COMPENSATION: 18,550 NON-TAXABLE BENEFITS: 42,403 OTHER REPORTABLE COMPENSATION FOR MR. FOGARTY INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $18,000. SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) HOFFMEISTER, GREGORY TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. HOFFMEISTER DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. KANNAM, M.D., JOSEPH P. TRUSTEE AND CARDIOLOGIST - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM CARDIOLOGIST - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER ASSISTANT PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. KANNAM'S POSITION AS A TRUSTEE ON THE BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM BOARD BEGAN OCTOBER 1, 2016. DR. KANNAM PERFORMS SERVICES FOR BOTH BIDN AND HMFP AND DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. KANNAM IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. KANNAM'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS ALLOCATED TO BIDN: BASE COMPENSATION: 170,632 INCENTIVE COMPENSATION: 51,295 OTHER REPORTABLE COMPENSATION: 3,050 DEFERRED COMPENSATION: 14,575 NON-TAXABLE BENEFITS: 15,218 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 170,632 INCENTIVE COMPENSATION: 51,295 OTHER REPORTABLE COMPENSATION: 3,050 DEFERRED COMPENSATION: 14,575 NON-TAXABLE BENEFITS: 15,218 LEWIS, M.D., STANLEY TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM SENIOR VICE PRESIDENT AND CHIEF SYSTEM DEVELOPMENT & STRATEGY OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - MILTON DIRECTOR - MILTON HOSPITAL FOUNDATION DIRECTOR - COMMUNITY PHYSICIANS ASSOCIATES DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. ASSOCIATE PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. LEWIS DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 531,104 INCENTIVE COMPENSATION: 13,475 OTHER REPORTABLE COMPENSATION: 37,732 DEFERRED COMPENSATION: 29,150 NON-TAXABLE BENEFITS: 44,381 OTHER REPORTABLE COMPENSATION FOR DR. LEWIS INCLUDES COMBINED PAYMENTS RELATED TO NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $33,859. LIPCHITZ, JOSEPH D. TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. LIPCHITZ DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. LISBON, CAROL TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. LISBON DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. LOMBARD, MICHAEL J. TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM CHAIR OF BOARD OF ADVISORS - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. LOMBARD DEVOTES, ON AVERAGE, 1 HOUR PER WEEK TO THE REPORTING ORGANIZATION. MAHONEY, WILLIAM D. TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DIRECTOR - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP MR. MAHONEY DEVOTES, ON AVERAGE, A COMBINED 2 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PLINE, JENNIFER TRUSTEE & BOARD CHAIR - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER MS. PLINE DEVOTES, ON AVERAGE, A COMBINED 11 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. STONE, M.D., REBECCA PRESIDENT OF THE MEDICAL STAFF - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. STONE DEVOTES, ON AVERAGE, A COMBINED 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 48,000 BONUS AND INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 TABB, M.D., KEVIN TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DIRECTOR (EX-OFFICIO) AND CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - MILTON DIRECTOR - MILTON HOSPITAL FOUNDATION DIRECTOR - COMMUNITY PHYSICIANS ASSOCIATES DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH DIRECTOR - JORDAN HEALTH SYSTEMS, INC. PRESIDENT AND DIRECTOR - BETH ISRAEL DEACONESS MEDICAL CENTER PHARMACY PROFESSOR OF MEDICINE - HARVARD MEDICAL SCHOOL DR. TABB DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 1,019,207 INCENTIVE COMPENSATION: 405,820 OTHER REPORTABLE COMPENSATION: 20,703 DEFERRED COMPENSATION: 127,000 NON-TAXABLE BENEFITS: 43,597 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR DR. TABB INCLUDES COMBINED PAYMENTS FROM NONQUALIFIED RETIREMENT PLANS IN THE AMOUNT OF $127,775. OF THIS AMOUNT, $109,775 IS BOTH UNFUNDED AND UNVESTED. SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED) VANOURNY, STEPHEN, E. TRUSTEE, VICE CHAIR - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. VANOURNY DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. HOFFMANN, NANCY CHIEF FINANCIAL OFFICER & TREASURER - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. HOFFMANN DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 241,001 BONUS AND INCENTIVE COMPENSATION: 41,344 OTHER REPORTABLE COMPENSATION: 1,009 DEFERRED COMPENSATION: 7,104 NON-TAXABLE BENEFITS: 11,172 DAVIDSON, R.N., KATHLEEN CHIEF NURSING OFFICER- BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. DAVIDSON DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 206,995 BONUS AND INCENTIVE COMPENSATION: 36,260 OTHER REPORTABLE COMPENSATION: 1,304 DEFERRED COMPENSATION: 6,156 NON-TAXABLE BENEFITS: 27,946 MCSWEENEY, M.D., GREGORY CHIEF MEDICAL OFFICER - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DR. MCSWEENEY DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 227,475 BONUS AND INCENTIVE COMPENSATION: 28,865 OTHER REPORTABLE COMPENSATION: 1,457 DEFERRED COMPENSATION: 6,555 NON-TAXABLE BENEFITS: 27,938 HAFFENREFFER, M.D., MARK E. ORTHOPEDIC SURGEON - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM ORTHOPEDIC SURGEON - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL MEDICAL CENTER DR. HAFFENREFFER PERFORMS SERVICES FOR BOTH BIDN AND HMFP AND DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATIONS AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY FORM 990, ALTHOUGH DR. HAFFENREFFER IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. HAFFENREFFER'S COMPENSATION ATTRIBUTABLE TO HIS SERVICES PERFORMED AT BIDN HAS BEEN SEPARATELY REPORTED ON FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS ALLOCATED TO BIDN: BASE COMPENSATION: 97,665 INCENTIVE COMPENSATION: 53,575 OTHER REPORTABLE COMPENSATION: 3,093 DEFERRED COMPENSATION: 20,231 NON-TAXABLE BENEFITS: 4,546 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 97,665 INCENTIVE COMPENSATION: 53,575 OTHER REPORTABLE COMPENSATION: 3,093 DEFERRED COMPENSATION: 20,231 NON-TAXABLE BENEFITS: 4,546 QURESHI, M.D., ALIA GENERAL SURGEON - BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM GENERAL SURGEON - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DR. QURESHI PERFORMS SERVICES FOR BOTH BIDN AND HMFP AND DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. QURESHI IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. QURESHI'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS ALLOCATED TO BIDN: BASE COMPENSATION: 150,470 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 2,312 DEFERRED COMPENSATION: 18,550 NON-TAXABLE BENEFITS: 15,118 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 150,470 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 2,312 DEFERRED COMPENSATION: 18,550 NON-TAXABLE BENEFITS: 15,118 SHERMAN, E. SAMANTHA CHIEF DEVELOPMENT OFFICER AND EXTERNAL RELATIONS OFFICER - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. SHERMAN PERFORMS SERVICES FOR BOTH BIDN AND BIDMC AND DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH MS. SHERMAN IS PAID DIRECTLY BY BIDMC, THE PORTION OF MS. SHERMAN'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS ALLOCATED TO BIDN: BASE COMPENSATION: 150,804 INCENTIVE COMPENSATION: 27,746 OTHER REPORTABLE COMPENSATION: 146 DEFERRED COMPENSATION: 3,287 NON-TAXABLE BENEFITS: 30,694 PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 16,756 INCENTIVE COMPENSATION: 3,083 OTHER REPORTABLE COMPENSATION: 16 DEFERRED COMPENSATION: 365 NON-TAXABLE BENEFITS: 3,410 WAYLER, M.D., SCD, DEBORAH CHIEF OF PATHOLOGY - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM PATHOLOGIST - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DR. WAYLER PERFORMS SERVICES FOR BOTH BIDN AND HMFP AND DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH DR. WAYLER IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. WAYLER'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS ALLOCATED TO BIDN: BASE COMPENSATION: 138,887 INCENTIVE COMPENSATION: 5,000 OTHER REPORTABLE COMPENSATION: 2,543 DEFERRED COMPENSATION: 15,900 NON-TAXABLE BENEFITS: 9,936 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 138,887 INCENTIVE COMPENSATION: 5,000 OTHER REPORTABLE COMPENSATION: 2,543 DEFERRED COMPENSATION: 15,900 NON-TAXABLE BENEFITS: 9,936 WILLIAMS, ANDREA CHIEF COMPLIANCE OFFICER - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM CHIEF COMPLIANCE OFFICER - BETH ISRAEL DEACONESS HOSPITAL - MILTON MS. WILLIAMS PERFORMS SERVICES FOR BOTH BID-NEEDHAM AND BID-MILTON AND DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, ALTHOUGH MS. WILLIAMS IS PAID DIRECTLY BY BIDMC, THE PORTION OF MS. WILLIAMS' COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990 AS FURTHER OUTLINED BELOW. PAYMENTS ALLOCATED TO BIDN: BASE COMPENSATION: 85,111 INCENTIVE COMPENSATION: 875 OTHER REPORTABLE COMPENSATION: 471 DEFERRED COMPENSATION: 1,914 NON-TAXABLE BENEFITS: 17,304 PAYMENTS REPORTED BY BIDM: BASE COMPENSATION: 85,111 INCENTIVE COMPENSATION: 875 OTHER REPORTABLE COMPENSATION: 471 DEFERRED COMPENSATION: 1,914 NON-TAXABLE BENEFITS: 17,304 A MASS DEVELOPMENT FINANCE AGENCY 043431814 57584XMT5 2016-05-12 257611877 SEE PART VI 0 0 0 B MASS DEVELOPMENT FINANCE AGENCY 043431814 57584XDH1 2015-09-02 203702204 SEE PART VI 0 0 0 C MASS DEVELOPMENT FINANCE AGENCY 043431814 2012-07-11 49910000 REFUND ISSUE DATED 2/11/1998 0 0 0 D MASS DEVELOPMENT FINANCE AGENCY 043431814 2011-09-15 120280000 REFUND ISSUE DATED 2/11/1998 0 0 0 A 2980000 257618370 222053917 2515889 19006493 14042071 2016 0 1 1 1 B 14295000 203702204 97328921 2348479 104024804 1 1 1 1 C 49910000 368094 49541906 1 0 1 1 D 63350000 120280000 290672 119989328 1 0 1 1 A 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 1 1 1 0 0.00500 0.00300 0.00800 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 C 0 0 1 0 0 0 0 0 1 D 0 0 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 SCHEDULE K - EXPLANATORY STATEMENT CAREGROUP, INC., (CAREGROUP) IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED THAT SERVES 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 IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP AND SOME OF ITS AFFILIATES JOINTLY BORROW DEBT AS AN OBLIGATED GROUP. THE OBLIGATED GROUP MEMBERS ARE: 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 (1 OF 2), PART 1, LINE A, 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 B, 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 C, 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 (1 OF 2), PART 1, LINE D, 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 (2 OF 2), PART 1, LINE A, COLUMN F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES E BONDS: - TO FINANCE OR REFINANCE VARIOUS RENOVATION AND CONSTRUCTION PROJECTS AND CAPITAL EQUIPMENT ACQUISITIONS FOR THE MEDICAL CENTER - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR MAH'S NEW AND EXPANDED FACILITIES WITH APPROXIMATELY 250,000 SQUARE FEET OF NEW AND RENOVATED SPACE TO INCLUDE: A NEW SIX-STORY ACUTE CARE FACILITY TO SUPPORT ADDITIONAL CRITICAL CARE AND MEDICAL/SURGICAL BEDS, EXPANDED OPERATING ROOMS AND INTERVENTIONAL RADIOLOGY ROOMS AND A NEW PARKING GARAGE - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR NEBH'S MASTER FACILITY PLAN, INCLUDING A NEW ATRIUM OF APPROXIMATELY 2,740 SQUARE FEET, A PRE-OPERATIVE AND POST ANESTHESIA UNIT OF APPROXIMATELY 14, 310 SQUARE FEET, CONSTRUCTION OF A CENTRAL STERILE SUPPLY AREA OF APPROXIMATELY 8,290 SQUARE FEET AND CONSTRUCTION OF NEW OPERATING ROOMS OF APPROXIMATELY 18,615 SQUARE FEET; - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR BID-NEEDHAM'S NEW AND EXPANDED FACILITIES INCLUDING AN APPROXIMATELY 59,000 SQUARE FOOT PROJECT ON TWO FLOORS TO RENOVATE AND EXPAND SERVICES IN THE EMERGENCY DEPARTMENT, INPATIENT UNITS, RADIOLOGY DEPARTMENT AND ASSOCIATED SUPPORT SERVICES; - TO REFINANCE $201,975,000 OF DEBT PREVIOUSLY ISSUED BY MEMBERS OF THE OBLIGATED GROUP, INCLUDING $138,075,000 OF THE CAREGROUP SERIES C BONDS DESCRIBED BELOW. PURPOSES OF CAREGROUP SERIES D BONDS: - REFUNDING OF THE OUTSTANDING PRINCIPAL BALANCE OF THE MAH SERIES B BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 13, 2004 PURPOSES OF CAREGROUP SERIES C BONDS: - REFUNDING OF THE OUTSTANDING PRINCIPAL BALANCE OF THE BETH ISRAEL HOSPITAL ASSOCIATION SERIES G BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 13, 2004 SCHEDULE K (1 OF 2) PART II, COLUMN A, 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 A, B & C, LINE 11 THE OTHER SPENT PROCEEDS ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW SCHEDULE K (1 OF 2) PART II, COLUMNS D, 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 (2 OF 2) PART II, COLUMN A, LINE 2 THE AMOUNT OF BONDS LEGALLY DEFEASED: THE 2015 ISSUE ADVANCE REFUNDED $100,675,000 OF THE 1998 AND 2008 ISSUES. THESE BONDS WILL BE CALLED BY JULY 1, 2018; THE 2016 ISSUE ADVANCED REFUNDED $143,845,000 OF THE E-1 ISSUE. THOSE BONDS WILL BE CALLED BY JULY 1, 2018. SCHEDULE K (2 OF 2) PART II, COLUMN A, LINE 3 THE TOTAL PROCEEDS OF THE ISSUE EXCEED THE ISSUE PRICE DUE TO THE INVESTMENT EARNINGS ON THE PROJECT FUND. SCHEDULE K (2 OF 2) PART II, COLUMN A, LINE 11 THE OTHER SPENT PROCEEDS ARE THE PROCEEDS USED TO REFUND PRIOR ISSUE(S). THE AMOUNTS ARE NOT LISTED ON LINE 6 BECAUSE THEY ARE NO LONGER IN ESCROW. SCHEDULE K (1 OF 2) PART III, COLUMNS C AND D 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 (2 OF 2) PART IV, COLUMN A, LINE 2C AN ARBITRAGE REBATE CALCULATION WAS COMPLETED AS OF SEPTEMBER 30, 2012. SCHEDULE K PART III QUESTIONS 2 AND 3 FACILITIES FINANCED WITH TAX-EXEMPT BONDS ARE 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, 2017 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. A MASS HEALTH AND ED FACILITIES AUTH 042456011 57586C3S2 2008-06-09 377527010 SEE PART VI 1 0 0 A 117220000 244520000 378911689 3929290 134556855 213068927 2011 1 0 1 1 A 0 1 1 1 0 0.00200 0.00100 0.00300 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 629091 CONSTRUCTION SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 234331 ARCHITECT SERVICES 0 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 186330 SPACE RENTAL 0 MICHAEL J LOMBARD BUSINESS RELATIONSHIP 186330 RENT 0 GREGORY L PETRINI BUSINESS RELATIONSHIP 186330 RENT 0 STEVEN B COHEN MD TRUSTEE 210000 SERVICES 0 PART IV COLUMN (D) DESCRIPTION OF TRANSACTIONS INVOLVING INTERESTED PERSONS MICHAEL J. LOMBARD SERVED ON THE BID-NEEDHAM BOARD OF TRUSTEES FOR THE PERIOD COVERED BY THIS FILING AND GREGORY L. PETRINI IS A FORMER MEMBER OF THE BOARD OF TRUSTEES, SERVING IN THAT CAPACITY THROUGH SEPTEMBER 30, 2016. MR PETRINI IS THE CHIEF EXECUTIVE OFFICER AND PRINCIPAL OF PETRINI CORP. PETRINI CORP AND MR. LOMBARD INDIRECTLY HOLD AN INTEREST IN COMMERCIAL PROPERTY LOCATED IN NEEDHAM, MASSACHUSETTS. DURING THE PERIOD COVERED BY THIS FILING, BIDN LEASED THIS COMMERCIAL PROPERTY AND PAID RENTAL FEES IN THE AMOUNT OF $186,330. RENTS PAID FOR THE LEASED SPACE REFLECT FAIR MARKET VALUE.STEVEN B. COHEN, M.D., IS THE CHIEF OF THE DEPARTMENT OF GASTROENTEROLOGY AT BIDN. HE ALSO SERVED AS THE CORPORATE CLERK AND A MEMBER OF THE BIDN BOARD OF TRUSTEES THROUGH SEPTEMBER 30, 2016. DR. COHEN IS ALSO THE PRESIDENT AND TREASURER OF NEEDHAM GASTROENTEROLOGY ASSOCIATES (NGA). DURING THE PERIOD COVERED BY THIS FILING, BIDN PAID $210,000 TO NGA FOR THE PROVISION OF SERVICES INCLUDING SERVICES FOR THE CHIEF OF THE DEPARTMENT OF GASTROENTEROLOGY, THE CHAIR OF THE DEPARTMENT OF MEDICINE AND PHYSICIAN ON-CALL SERVICES. VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF BIDN MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO BIDN OR BIDMC. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. BIDN MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, BIDN MAY REIMBURSE ITS OFFICERS, DIRECTORS/TRUSTEES AND/OR KEY EMPLOYEES FOR EXPENSES THEY INCURRED AND WHICH ARE PROPERLY ORDINARY AND NECESSARY BUSINESS EXPENSES OF THE REPORTING ENTITY. THE POLICIES AND PROCEDURES REQUIRED BY THE ACCOUNTABLE BUSINESS PLAN MUST BE FOLLOWED IN ORDER TO RECEIVE REIMBURSEMENT FOR SUCH EXPENSES AND IT IS POSSIBLE THAT ONE OR MORE INDIVIDUALS RECEIVED NON-TAXABLE REIMBURSEMENTS WHICH TOTALED $10,000 OR MORE DURING THE FISCAL PERIOD COVERED BY THIS FILING. ALL OF THE ABOVE TRANSACTIONS WERE NEGOTIATED AT ARMS-LENGTH AND IN ACCORDANCE WITH THE BIDN CONFLICT OF INTEREST POLICIES. X 4 20886 STOCK MARKET QUOTE X 12 1415 REPLACEMENT COST X WINE 4 2156 REPLACEMENT COST X CLOTHING/JEWELRY 2 750 REPLACEMENT COST X HH FURNISHINGS, TOYS 2 380 REPLACEMENT COST 0 0 1 0 PART I, COLUMN (B): BID-NEEDHAM REPORTS THE NUMBER OF EACH SEPARATE GIFT AS AN ITEM FOR PURPOSES OF REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32B: BID-NEEDHAM ENGAGES THE SERVICES OF A PROFESSIONAL AUCTIONEER IN CONNECTION WITH THE ANNUAL GALA. FORM 990, PART I, LINE 1 AND PART III, LINE 1 DESCRIPTION OF ORGANIZATION'S MISSION THE MISSION OF THE BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM, INC. (BIDN) IS TO PROVIDE SAFE, HIGH-QUALITY, COMMUNITY-BASED HEALTH CARE AND ACCESS TO TERTIARY CARE IN CLOSE COLLABORATION WITH ITS SOLE MEMBER, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), REGARDLESS OF THE PATIENT'S ABILITY TO PAY, RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. THE COMMUNITY BENEFITS MISSION STATES THAT BIDN IS COMMITTED TO WORKING IN PARTNERSHIP WITH RESIDENTS AND COMMUNITY LEADERS AS WELL AS CIVIC, SOCIAL AND MEDICAL ORGANIZATIONS FROM THE COMMUNITIES THAT WE SERVE. BIDN IS DEDICATED TO THE PLANNING, DEVELOPMENT, IMPLEMENTATION AND MONITORING OF PROGRAMS THAT ADDRESS THE HEALTH CARE NEEDS OF THE COMMUNITY AND OFFER CLINICAL, EDUCATIONAL AND FINANCIAL RESOURCES. THESE PROGRAMS ARE DESIGNED TO IMPROVE AWARENESS OF COMMUNITY HEALTH CARE ISSUES AND INCREASE PARTICIPATION IN WELLNESS AND PREVENTATIVE HEALTH ACTIVITIES. FOR ADDITIONAL DETAIL SEE FORM 990 SCHEDULE H. FORM 990, PART III, LINE 4A OUTPATIENT CLINICS AND SERVICES BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN OR HOSPITAL), IS A 58-BED ACUTE CARE COMMUNITY HOSPITAL THAT HAS SERVED THE RESIDENTS OF NEEDHAM AND SURROUNDING COMMUNITIES CONTINUOUSLY FOR MORE THAN 100 YEARS. THE HOSPITAL PROVIDES A COMPREHENSIVE PROGRAM OF CLINICAL SERVICES ENCOMPASSING GENERAL INTERNAL MEDICINE AND ALL THE SUBSPECIALTIES OF INTERNAL MEDICINE, COVERING THE GAMUT OF SERVICES FROM PRIMARY TO TERTIARY CARE AS WELL AS PROVIDING SURGICAL SERVICES ON AN OUTPATIENT BASIS. BIDN'S MEDICAL STAFF BLENDS EXPERIENCED PRIMARY CARE PHYSICIANS AND SPECIALISTS IN A WIDE VARIETY OF DISCIPLINES. BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), IS A NATIONALLY RECOGNIZED TERTIARY CARE ACADEMIC MEDICAL CENTER, IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND IS THE SOLE MEMBER OF BIDN. BIDMC IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND IS RECOGNIZED NATIONALLY FOR THE CLINICAL EXCELLENCE OF ITS FACULTY AND THE PATIENT CARE PROVIDED, AS WELL AS FOR THE MAGNITUDE AND BREADTH OF ITS RESEARCH AND FOR ITS COMMITMENT TO MEDICAL EDUCATION. MANY BIDN PHYSICIANS ALSO HOLD APPOINTMENTS AT HARVARD OR OTHER MAJOR MEDICAL SCHOOLS AND ARE TIED CLOSELY WITH THEIR COLLEAGUES AT OTHER ACADEMIC MEDICAL CENTERS. THE PRIMARY CARE AND SPECIALISTS AT BIDN PROVIDE OUTPATIENT PRIMARY CARE AS WELL AS ENDOSCOPIC, OPHTHALMOLOGIC, DERMATOLOGIC AND PODIATRIC PROCEDURES, CHEMOTHERAPEUTIC AND CANCER MANAGEMENT, CARDIAC REHABILITATION AND DIABETES MANAGEMENT SERVICES, WOUND CARE AND HYPERBARIC PROGRAM, SLEEP CLINIC, AND ELDER ASSESSMENT PROGRAMS. BIDN ALSO OFFERS OCCUPATIONAL HEALTH SERVICES AND NUTRITIONAL COUNSELING. DIAGNOSTIC FACILITIES INCLUDE COMPLETE 24-HOUR HISTOPATHOLOGY LABORATORY AND BLOOD BANKING SERVICES AS WELL AS DIAGNOSTIC IMAGING INCLUDING CT SCANNING, ULTRASOUND, ULTRASONIC CARDIOGRAPHY, BONE DENSITOMETRY, NUCLEAR MEDICINE, PLAIN FILM RADIOLOGY AND FLUOROSCOPY. IN ADDITION, THE BIDN PICTURE ARCHIVAL AND COMMUNICATION SYSTEM (PACS) CAN INSTANTANEOUSLY TRANSMIT RADIOLOGIC IMAGES BETWEEN BIDN AND BIDMC, MEANING THAT PATIENTS IN NEEDHAM HAVE ACCESS TO THE SAME WORLD-CLASS SPECIALISTS AS PATIENTS AT BIDMC. THE SYSTEM FACILITATES, WHEN NECESSARY, MULTI-DISCIPLINARY EVALUATION OF IMAGES, RESULTING IN IMPROVED TECHNICAL PERFORMANCE AND FEEDBACK AND DIAGNOSES WITH GREATER DIAGNOSTIC ACCURACY. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BIDN PHYSICIANS HAD 157,799 OUTPATIENT ENCOUNTERS. IN ADDITION, BIDN CLINICS HAD 4,930 VISITS FOR DIABETES CARE, PERFORMED 3,079 ENDOSCOPY PROCEDURES AND PERFORMED 2,363 SLEEP STUDIES. BIDN OUTPATIENT CARDIOLOGY PHYSICIANS AND PROFESSIONALS PERFORMED 11,456 EKG EXAMS, 3,364 ECHO NON-INVASIVE EXAMS AND 738 STRESS TESTS. BIDN GENERAL RADIOLOGY PERFORMED 19,766 OUTPATIENT EXAMS, 9,363 CT SCAN OUTPATIENT EXAMS, 6,092 OUTPATIENT ULTRASOUND PROCEDURES, 5,441 MRI EXAMS, 8,701 BREAST IMAGING EXAMS AND 594 NUCLEAR MEDICINE TESTS. THE CENTER FOR WOUND CARE AND HYPERBARIC MEDICINE PERFORMED 4,221 WOUND CLINIC VISITS AND 1,702 HYPERBARIC PROCEDURES. FORM 990, PART III, LINE 4B INPATIENT MEDICAL/SURGICAL AND INTENSIVE CARE; OPERATING ROOMS BIDN PROVIDES A WIDE RANGE OF INPATIENT CARE INCLUDING SURGICAL SERVICES, INTENSIVE AND CARDIAC CARE AND COMPLETE DIAGNOSTIC FACILITIES. BIDN'S INPATIENT FACILITIES INCLUDE MEDICAL/SURGICAL BEDS AND A SEVEN-BED INTENSIVE AND CARDIAC CARE UNIT. BIDN HAS A FULLY RENOVATED STATE-OF-THE ART SURGICAL SUITE WITH THREE FULLY EQUIPPED OPERATING ROOMS, ONE MINOR SURGERY ROOM AND A POST-OPERATIVE ANESTHESIA CARE UNIT. SURGICAL SERVICES ARE AVAILABLE 24 HOURS A DAY FOR CRITICALLY ILL OR INJURED PATIENTS REQUIRING IMMEDIATE SURGICAL INTERVENTION, OR FOR OTHER PATIENTS ON A NON-EMERGENT OR ELECTIVE BASIS. BIDN'S HIGHLY QUALIFIED SURGEONS PERFORM ORTHOPEDIC PROCEDURES AND IMPLANTS, PLASTIC / RECONSTRUCTION, GASTROINTESTINAL, GENERAL SURGICAL (INCLUDING BREAST) GYNECOLOGICAL, OPHTHALMOLOGIC, PODIATRIC, AND UROLOGICAL PROCEDURES. LIMITED VASCULAR AND THORACIC SURGERY IS ALSO PERFORMED. PATIENTS ARE UNDER THE CARE OF OUR MEDICAL STAFF, HOSPITALISTS AND/OR GENERAL SURGEONS ALONG WITH NURSES WHO ARE TRAINED IN CARING FOR PATIENTS WITH COMPLEX MEDICAL NEEDS. THE NURSING CARE TEAM CONSISTS OF REGISTERED NURSES, SURGICAL TECHNICIANS AND QUALIFIED ANCILLARY PERSONNEL WORKING COLLABORATIVELY WITH SURGICAL AND ANESTHESIA PHYSICIANS. THE SCOPE OF NURSING PRACTICE IN THE PERIOPERATIVE AREA INCLUDES PREOPERATIVE ASSESSMENT AND PLANNING, INTRA-OPERATIVE INTERVENTION, POSTOPERATIVE ASSESSMENT AND INTERVENTION, DISCHARGE PLANNING AND DOCUMENTATION TO ENSURE HIGH QUALITY PATIENT CARE AND SAFETY. THE INPATIENT POPULATION THAT IS SERVED INCLUDES CHILDREN UNDER 15 YEARS OF AGE REQUIRING MINOR OUTPATIENT SURGERY AND ANY INDIVIDUALS WHO ARE 15 YEARS AND OLDER WHO REQUIRE MINOR OR MAJOR SURGICAL INTERVENTION. DURING ITS FISCAL YEAR ENDED SEPTEMBER 30, 2017, BIDN HAD 2,686 INPATIENT DISCHARGES WITH 9,898 PATIENT DAYS, 1,734 OBSERVATION PATIENTS AND PERFORMED 3,705 OUTPATIENT SURGERIES AND 390 INPATIENT SURGERIES. FORM 990, PART III, LINE 4C EMERGENCY DEPARTMENT AS PREVIOUSLY NOTED, BIDMC IS A NATIONALLY RECOGNIZED TERTIARY CARE ACADEMIC MEDICAL CENTER AND TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND THE SOLE MEMBER OF BIDN. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS THE INTEGRALLY RELATED DEDICATED PHYSICIAN PRACTICE OF BIDMC AND IS ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. HMFP PHYSICIANS, HARVARD MEDICAL SCHOOL FACULTY AND ATTENDING PHYSICIANS FROM THE BIDMC DEPARTMENT OF EMERGENCY MEDICINE, PROVIDE ROUND THE CLOCK PHYSICIAN PATIENT CARE COVERAGE AND MEDICAL DIRECTION OF THE BIDN EMERGENCY DEPARTMENT. THESE PHYSICIANS ARE ALL CERTIFIED OR BOARD-ELIGIBLE IN LEVEL 1 TRAUMA. DURING THE FISCAL YEAR COVERED BY THIS FILING, BIDN HAD 16,285 EMERGENCY DEPARTMENT VISITS. FORM 990, PART IV, QUESTION 12 AND 12A STATEMENT RE AUDITED FINANCIAL STATEMENTS THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE MEDICAL CENTER AND AFFILIATES FOR FISCAL YEAR ENDED SEPTEMBER 30, 2017. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE MEDICAL CENTER AND ITS SUBSIDIARIES, (MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A BETH ISRAEL DEACONESS HEALTHCARE A/K/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BID-NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON), BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH, INC. (BID-PLYMOUTH) AND JORDAN HEALTH SERVICES, INC.) AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER). ORM 990, PART IV, QUESTION 24A STATEMENT REGARDING TAX EXEMPT BOND ISSUE AS DESCRIBED IN THIS FORM 990, CAREGROUP, INC., IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, IS A SUPPORT ORGANIZATION OF AND SOLE MEMBER OF THE MEDICAL CENTER. THE MEDICAL CENTER IS THE SOLE MEMBER OF BIDN. BIDN IS A MEMBER OF THE CAREGROUP OBLIGATED GROUP AND ITS TAX EXEMPT BOND FINANCING IS ISSUED THROUGH CAREGROUP. 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 ONLY A PORTION OF WHICH IS ALLOCABLE TO AND REPORTED ON THE BIDN BALANCE SHEET. FORM 990, PART IV, QUESTION 24B INVESTMENT OF TAX-EXEMPT BOND PROCEEDS BEYOND THE TEMPORARY PERIOD EXCEPTION PROCEEDS IN THE PROJECT FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, BUT WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. FORM 990, PART V, QUESTION 2B STATEMENT RE PAYROLL BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), THE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN), SERVES AS BIDN'S COMMON PAY AGENT. IN ACCORDANCE WITH INSTRUCTIONS TO THE 2016 FORM 990, BIDN IS REPORTING THE NUMBER OF FORMS W-2 ISSUED AS IF THEY HAD BEEN ISSUED DIRECTLY BY BIDN. FORM 990, PART V, QUESTION 7G CONTRIBUTIONS OF INTELLECTUAL PROPERTY BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. FORM 990, PART V, QUESTION 7H CONTRIBUTIONS OF CARS, BOATS, AIRPLANES AND OTHER VEHICLES BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C FORM 990, PART VI, SECTION A, LINE 2 BUSINESS AND FAMILY RELATIONSHIPS AS NOTED IN VARIOUS NARRATIVE DISCLOSURES WHICH SUPPORT THIS FORM 990 AND RELATED SCHEDULES, CAREGROUP IS 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 IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP SERVES AS THE SOLE MEMBER OF THE MEDICAL CENTER. THE MEDICAL CENTER IS THE SOLE MEMBER OF BID-NEEDHAM, APG, BID-MILTON, AND BID-PLYMOUTH AND JORDAN HEALTH SYSTEMS, INC. (JHSI). IN ADDITION, HMFP IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES. CAREGROUP ALSO SERVES AS THE SOLE MEMBER OF NEW ENGLAND BAPTIST HOSPITAL (NEBH) AND MOUNT AUBURN HOSPITAL (MAH). EACH OF THE ENTITIES LISTED IN THIS PARAGRAPH MAY, IN TURN, SERVE 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 CAREGROUP NETWORK OF AFFILIATED ORGANIZATIONS. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J. FORM 990, PART VI, SECTION A, LINE 4 CHANGES TO GOVERNING DOCUMENTS DURING THE FISCAL YEAR COVERED BY THIS FILING, BID-NEEDHAM AMENDED ITS BY-LAWS TO REDUCE THE NUMBER OF TRUSTEES ELECTED BY THE BOARD OF TRUSTEES FROM SEVENTEEN TO SIXTEEN. FORM 990, PART VI, SECTION A, LINE 6 PART VI SECTION A LINE 6 STATEMENT RE MEMBERS OR STOCKHOLDERS PART VI SECTION A LINE 7A STATEMENT RE ELECTION OF MEMBERS OF GOVERNING BODY PART VI SECTION A LINE 7B STATEMENT RE DECISION OF GOVERNING BODY SUBJECT TO APPROVAL BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER. BIDMC, A FLAGSHIP TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, IS KNOWN FOR ITS EXEMPLARY PATIENT CARE, CONDUCTING "LEADING EDGE" CLINICAL AND BASIC SCIENCE RESEARCH AND SUPPORTING OUTSTANDING EDUCATIONAL PROGRAMS. BIDMC IS A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986 AS AMENDED, AND ACTING THROUGH ITS BOARD OF DIRECTORS, IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL, NEEDHAM, INC. (BIDN). PURSUANT TO THE GOVERNING DOCUMENTS OF BIDN, THE MEDICAL CENTER AS SOLE MEMBER HAS THE RIGHT TO APPOINT TWO OF BIDN'S UP TO TWENTY-THREE (22) VOTING TRUSTEES, TWO OF WHOM WILL BE APPOINTED BY THE MEMBER. ADDITIONALLY, PURSUANT TO THE BIDN BY-LAWS, THE MEDICAL CENTER HAS THE FOLLOWING RIGHTS: - TO APPROVE STRATEGIC AND FINANCIAL PLANS, WHICH SHALL BE CONSISTENT WITH THE STRATEGIC AND FINANCIAL PLANS AND PROGRAMS OF THE MEMBER. BIDN'S STRATEGIC AND FINANCIAL PLANS SHALL BE DEVELOPED IN COLLABORATION BY THE BIDN PRESIDENT AND CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVE STAFF OF THE MEMBER WITH CONSULTATION WITH THE BIDN BOARD OF TRUSTEES; - TO APPROVE BIDN'S ANNUAL OPERATING AND CAPITAL BUDGETS; PROVIDED, HOWEVER THAT THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE HOSPITAL MAY APPROVE CAPITAL EXPENDITURES NOT REFLECTED IN AN APPROVED CAPITAL BUDGET TO THE EXTENT APPROVED BY THE MEMBER PURSUANT TO A STANDING AUTHORIZATION AS REFLECTED IN A BOARD RESOLUTION ADOPTED BY THE MEMBER; - TO APPROVE THE BORROWING OF, OR INCURRENCE OF DEBT IN, ANY AMOUNT OTHER THAN (A) FOR PURPOSES OF SECURING WORKING CAPITAL FROM A LENDER WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER AND PURSUANT TO THEN EXISTING LOAN DOCUMENTATION CONTAINING THE TERMS AND PROVISIONS RELATING TO SUCH BORROWING WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER, AND (B) DEBT INCURRED IN THE ORDINARY COURSE OF BUSINESS WHICH IS ANTICIPATED IN AND CONSISTENT WITH THE ANNUAL OPERATING BUDGET OR A CAPITAL BUDGET WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER FOR THE YEAR IN WHICH INCURRED FOR BIDN OR ANY SUBSIDIARY; - TO SELECT AN INDEPENDENT AUDITOR TO EXAMINE THE FINANCIAL ACCOUNTS OF BIDN; -TO APPROVE ALL MANAGED CARE CONTRACTS, EXCLUSIVE CONTRACTS, AGREEMENTS WHICH OBLIGATE BIDN NOT TO COMPETE WITH ANY OTHER ENTITY OR TO LIMIT COMPETITION OR SIMILAR ARRANGEMENTS, CONTRACTS FOR MANAGEMENT SERVICES WITH POTENTIALLY SIGNIFICANT MULTI-YEAR BUDGETARY IMPACT, OR OTHER MULTI-YEAR SERVICE CONTRACTS WITH POTENTIALLY SIGNIFICANT MULTI-YEAR BUDGETARY IMPACT; - TO DIRECT BIDN TO ENTER INTO ANY SUCH CONTRACT AT THE DIRECTION OF THE MEMBER MADE IN ACCORDANCE WITH THE BY-LAWS OF THE MEMBER AS SUCH BY-LAWS MAY, AT THE TIME OF SUCH DIRECTION, PROVIDE. WITHOUT LIMITING THE FOREGOING, THE MEMBER IS AUTHORIZED AS BIDN'S NON-EXCLUSIVE AGENT AND ATTORNEY-IN-FACT FOR PURPOSES OF NEGOTIATING AND EXECUTING MANAGED CARE CONTRACTS. BIDN SHALL NOT EXECUTE ANY CONTRACT FOR CARE WITH A THIRD PARTY PAYOR OR EMPLOYER WITHOUT THE APPROVAL OF THE CHIEF EXECUTIVE OFFICER OF THE MEMBER; - TO APPROVE THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ADDITION OR ELIMINATION OF ANY CLINICAL DEPARTMENT OR PROGRAM, OR THE ENTERING INTO OF ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENT BY BIDN. BIDN SHALL TAKE ANY SUCH ACTION AT THE DIRECTION OF THE MEMBER MADE IN ACCORDANCE WITH THE BY-LAWS OF THE MEMBER AS SUCH BY-LAWS MAY AT THE TIME OF SUCH DIRECTION PROVIDE; - TO APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF BIDN OR ANY SUBSIDIARY, OR THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF BIDN OR ANY SUBSIDIARY. BIDN SHALL TAKE ANY SUCH ACTION AT THE DIRECTION OF THE MEMBER MADE IN ACCORDANCE WITH THE BY-LAWS OF THE MEMBER AS SUCH BY-LAWS MAY AT THE TIME OF SUCH DIRECTION PROVIDE; - TO TAKE ACTION TO CAUSE ASSETS OF BIDN TO BE TRANSFERRED, OTHER THAN IN THE ORDINARY COURSE OF CONDUCT OF BIDN, TO THE MEMBER TO ADVANCE THE CHARITABLE PURPOSES OF THE MEMBER OR OF AN AFFILIATE OF THE MEMBER; AND, - OTHER POWERS AND RIGH AS VESTED BY LAW. IN ADDITION, CAREGROUP, INC. (CAREGROUP) IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED, AS WELL AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF THE MEDICAL CENTER. - CAREGROUP HAS THE EXCLUSIVE POWER AND AUTHORITY TO INITIATE ANY BANKRUPTCY OR INSOLVENCY ACTION ON BEHALF OF BIDN OR ANY SUBSIDIARY OF BIDN. FORM 990, PART VI, SECTION A, LINE 7A SEE STATEMENT ABOVE. FORM 990, PART VI, SECTION A, LINE 7B SEE STATEMENT ABOVE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN), THE TAX DIRECTOR OF CAREGROUP, WHICH IS THE MEMBER OF THE MEDICAL CENTER AND DELOITTE TAX, LLP. THE COMPLETE FORM 990, INCLUDING ALL SCHEDULES AND ATTACHMENTS, IS PRESENTED TO THE BIDN COMPLIANCE, AUDIT AND RISK COMMITTEE FOR REVIEW AND DISCUSSION. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES OF THE FILING ENTITY PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) HAS A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THAT POLICY, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES OF BIDN ARE ASKED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIPS MAINTAINED BY OFFICERS, DIRECTORS OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS AND WHICH MAY RESULT IN A CONFLICT OF INTEREST. BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND IS THE SOLE MEMBER OF BIDN. THE BIDMC OFFICE OF COMPLIANCE AND BUSINESS CONDUCT ADMINISTERS A CONFLICT OF INTEREST QUESTIONNAIRE PROCESS ANNUALLY IN CONJUNCTION WITH THE BIDN OFFICE OF COMPLIANCE AND PROVIDES A SUMMARY OF POSITIVE RESPONSES TO BIDN'S COMPLIANCE OFFICER FOR REVIEW AND DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICY IS SUBJECT TO ONGOING REVIEW BY BIDN. PURSUANT TO THE CONFLICT OF INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A PLAN TO REQUIRE DISCLOSURE AND RECUSAL, INCLUDING APPROPRIATE DOCUMENTATION IN THE MINUTES. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE CAREGROUP TAX DEPARTMENT ISSUES AN ANNUAL TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE BIDN BOARD OF DIRECTORS AS WELL AS CURRENT AND FORMER BIDN OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR THE HOSPITAL TO COMPLETELY AND ACCURATELY PROCESS AND COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990 PART VI QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 15 DESCRIPTION OF PROCESS TO DETERMINE COMPENSATION OF THE ORGANIZATIONS CEO AND OTHER OFFICERS AND KEY EMPLOYEES BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) HAS A COMPENSATION COMMITTEE THAT IS COMPOSED OF MEMBERS OF THE BOARD OF TRUSTEES AND THE BOARD OF ADVISORS. ALL MEMBERS ARE INDEPENDENT. THE BIDN COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE OF THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF NURSING OFFICER, CHIEF MEDICAL OFFICER AND CHIEF DEVELOPMENT OFFICER. AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF BIDN. DURING THE PERIOD COVERED BY THIS FILING, BOTH THE BIDMC CHIEF HUMAN RESOURCES OFFICER AND THE BIDMC DIRECTOR OF COMPENSATION AND HUMAN RESOURCES INFORMATION SYSTEMS PROVIDED SUPPORT TO THE BIDN COMPENSATION COMMITTEE IN RETAINING COUNSEL TO PROVIDE COMPARABILITY DATA RELATED TO THIS PROCESS. THE BIDN COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIES WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. IN SETTING COMPENSATION, THE COMPENSATION 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 COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY DATA PREPARED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM. TO ENSURE INDEPENDENCE, NO BID-NEEDHAM STAFF THAT MIGHT PROVIDE ADMINISTRATIVE SUPPORT TO THIS COMMITTEE WAS PRESENT FOR THESE DISCUSSIONS. THE COMPENSATION COMMITTEE VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE CEO WHICH WAS APPROVED BY THE FULL BID-NEEDHAM BOARD. IN ADDITION, AS NOTED THROUGHOUT THIS NARRATIVE SUPPORT TO THE FORM 990, BIDMC IS THE SOLE MEMBER OF BID-NEEDHAM AND THE BIDMC COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE BID-NEEDHAM CEO AND THE INFORMATION IS REPORTED TO THE FULL BIDMC BOARD OF DIRECTORS. THE COMPENSATION PACKAGE FOR THE CEO WAS SUBMITTED TO THE FULL BIDN BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM, INC. 464 HILLSIDE AVENUE NEEDHAM, MA 02494 FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 6,614,107. MANAGEMENT AND GENERAL EXPENSES 690,889. FUNDRAISING EXPENSES 37,944. TOTAL EXPENSES 7,342,940. PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 6,259,934. MANAGEMENT AND GENERAL EXPENSES 63,232. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,323,166. FORM 990, PART XI, LINE 9: CHANGE IN EQUITY INTEREST IN LIMITED PARTNERSHIP 378,079. FORM 990 PART XII QUESTION 2B, 2C AND 2D FINANCIAL STATEMENTS AND COMMITTEE OVERSIGHT AS PREVIOUSLY REPORTED IN THIS FILING, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) IS A PUBLIC CHARITY AND A COMMUNITY HOSPITAL, EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. ALSO AS PREVIOUSLY NOTED, BETH ISRAEL DEACONESS MEDICAL CENTER, A TERTIARY CARE ACADEMIC MEDICAL CENTER, FLAGSHIP TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, AN ENTITY EXEMPT FROM INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, IS THE SOLE MEMBER OF BIDN. THE FINANCIAL RECORDS OF BIDN ARE AUDITED EACH YEAR AS PART OF THE BIDMC CONSOLIDATED AUDITED FINANCIAL STATEMENT PROCESS, AND FOR THE PERIOD COVERED BY THIS FILING THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THESE FINANCIAL STATEMENTS. THIS PROCESS IS MONITORED AND REVIEWED INTERNALLY BY BOTH THE BIDMC AND BIDN COMPLIANCE, AUDIT AND RISK COMMITTEES. ASSOC PHYS HARVARD MED FAC PHY AT BIDMC 375 LONGWOOD AVE BOSTON MA 02215 320058309 TO PROVIDE EMERGENCY MEDICAL SERVICES MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI ANAESTHESIA FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042997215 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI COMMUNITY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042776678 INACTIVE CORPORATION MA 501(C)(3) LINE 7 N/A 0 BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043079630 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 208253452 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043030397 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 204974585 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC 110 FRANCIS STREET BOSTON MA 02215 020671240 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02215 042103881 THE OPERAION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MA MA 501(C)(3) LINE 3 CAREGROUP INC 0 BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP 300 LONGWOOD AVE BOSTON MA 02215 043200113 OUTPATIENT AMBULATORY CARE CENTER IN LEXINGTON, MA MA 501(C)(3) LINE 12A, I N/A 0 BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042794855 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BI DERMATOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043117601 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BIH PATHOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 222548374 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 BIH RADIOLOGIC FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042571853 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 LONGWOOD MEDICAL INTL FOUNDATION 185 PILGRIM ROAD BOSTON MA 02215 043208878 INACTIVE CORPORATION MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 CAREGROUP INC 109 BROOKLINE AVE BOSTON MA 02215 222629185 OVERSEE FINCIAL HEALTH OF AFFILIATES MA 501(C)(3) LINE 12C, III-FI N/A 0 CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH 330 BROOKLINE AVE BOSTON MA 02215 043326928 DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCH MA 501(C)(3) LINE 12A, I N/A 0 CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN 330 BROOKLINE AVE RABB 2 BOSTON MA 02215 043242952 SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 12A, I HMFP AT BIDMC 0 MED CARE OF BOSTON MGMT CORP DBA BID HEALTHCARE 400 HUNNEWELL ST NEEDHAM MA 02494 042810972 OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICES MA 501(C)(3) LINE 10 BETH ISRAEL DEACONESS MEDICAL CENTER INC 0 MOUNT AUBURN HOSPITAL 330 MOUNT AUBURN ST CAMBRIDGE MA 02138 042103606 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS MA 501(C)(3) LINE 3 CAREGROUP INC 0 MOUNT AUBURN PROFESSIONAL SERVICES INC 330 MOUNT AUBURN ST CAMBRIDGE MA 02138 043026897 OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICES MA 501(C)(3) LINE 12A, I MOUNT AUBURN HOSPITAL 0 NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVE BOSTON MA 02120 042103612 ORTHOPEDIC SPECIALTY HOSPITAL MA 501(C)(3) LINE 3 CAREGROUP INC 0 NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC 125 PARKER HILL AVE BOSTON MA 02120 043235796 OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBH MA 501(C)(3) LINE 3 NEW ENGLAND BAPTIST HOSPITAL INC 0 LONGWOOD MEDICAL ENERGY COLLABORATIVE 25 SHATTUCK ST BOSTON MA 02115 043476764 COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS MA 501(C)(3) LINE 12A, I N/A 0 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 N/A 0 BETH ISRAEL DEACONESS HOSPITAL - MILTON INC 199 REEDSDALE RD MILTON MA 02186 042103604 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. 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