MASS GENERAL BRIGHAM INCORPORATED: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MASS GENERAL BRIGHAM INCORPORATED (EIN 04-3230035)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-14
- IRS object ID
- 201702279349300815
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T20:32:47-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043230035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERS HEALTHCARE SYSTEM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 8572820747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 REVOLUTION DRIVE NO 645 | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER K MARKELL | PersonNm |
| Person Title | EXEC. VP, CFO, & TREASURER | PersonTitleTxt |
| Phone | 8572820747 | PhoneNum |
| Signature | 2017-08-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID F TORCHIANA MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $963,154,256 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP:WWW.PARTNERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PARTNERS HEALTHCARE SYSTEM, INC. IS COMMITTED TO SERVING THE COMMUNITY LOCALLY AND GLOBALLY AND IS DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 7357 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $6,468,969 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $183,067,721 | PYContributionsGrantsAmt |
| CY Contributions Grants | $225,341,569 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $668,849,624 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $729,692,039 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$22,012,219 | PYInvestmentIncomeAmt |
| CY Investment Income | -$70,992,487 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,216,617 | PYOtherRevenueAmt |
| CY Other Revenue | -$75,027 | CYOtherRevenueAmt |
| PY Total Revenue | $847,121,743 | PYTotalRevenueAmt |
| CY Total Revenue | $883,966,094 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $210,726,810 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $205,239,662 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $448,744,504 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $490,126,249 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,871,420 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $363,620,404 | PYOtherExpensesAmt |
| CY Other Expenses | $481,564,157 | CYOtherExpensesAmt |
| PY Total Expenses | $1,023,091,718 | PYTotalExpensesAmt |
| CY Total Expenses | $1,176,930,068 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$175,969,975 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$292,963,974 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,019,256,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,622,437,123 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,390,400,491 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,287,907,484 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$371,144,113 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$665,470,361 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PARTNERS HEALTHCARE SYSTEM, INC. (PARTNERS) IS COMMITTED TO SERVING THE COMMUNITY AND IS DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH, AND TO TAKING A LEADERSHIP ROLE AS AN INTEGRATED HEALTH CARE SYSTEM. PARTNERS RECOGNIZES THAT INCREASING VALUE AND CONTINUOUSLY IMPROVING QUALITY ARE ESSENTIAL TO MAINTAINING EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $211,624,382 | ExpenseAmt |
| Grant | $205,239,662 | GrantAmt |
| Revenue | $883,966,094 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $211,624,382 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5651 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7357 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERS FIN-TAX DIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8572820747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 399 REVOLUTION DRIVE SUITE 645 | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02145 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LORI W TISHLER MD MPH | ||||||||||
| DIRECTOR | 1.00 | 50.00 | Yes (X) | $0 | $222,064 | $54,253 | ||||
| JERROLD F ROSENBAUM MD | ||||||||||
| DIRECTOR | 1.00 | 50.00 | Yes (X) | $0 | $505,892 | $55,993 | ||||
| MAURY E MCGOUGH MD | ||||||||||
| DIRECTOR | 1.00 | 50.00 | Yes (X) | $0 | $636,126 | $70,212 | ||||
| EARL M COLLIER JR | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| WILLIAM MAURICE COWAN | ||||||||||
| DIRECTOR (AS OF 07/01/2016) | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| ANNE M FINUCANE | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| CHARLES K GIFFORD | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SUSAN J HOCKFIELD PHD | ||||||||||
| DIRECTOR (AS OF 11/24/2015) | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| RICHARD E HOLBROOK | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| ALBERT A HOLMAN III | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| EDWARD P LAWRENCE ESQ | ||||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| CATHY E MINEHAN | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SCOTT A SCHOEN | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| SCOTT M SPERLING | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| HENRI A TERMEER | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| DOROTHY A TERRELL | ||||||||||
| DIRECTOR (UNTIL 06/30/2016) | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| GWILL YORK | ||||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID F TORCHIANA MD | ||||||||||
| PRESIDENT & CEO | 50.00 | 1.00 | $4,194,081 | $0 | $70,895 | Yes (X) | ||||
| PETER K MARKELL | ||||||||||
| EXECUTIVE VP, CFO & TREASURER | 50.00 | 1.00 | $1,723,946 | $0 | $613,517 | Yes (X) | ||||
| MAUREEN GOGGIN | ||||||||||
| SECRETARY | 50.00 | $168,621 | $0 | $34,991 | Yes (X) | |||||
| ANNE KLIBANSKI MD | ||||||||||
| CHIEF ACADEMIC OFFICER | 50.00 | $823,078 | $0 | $56,059 | Yes (X) | |||||
| JAMES W NOGA | ||||||||||
| VICE PRESIDENT & CIO | 50.00 | $669,610 | $0 | $498,991 | Yes (X) | |||||
| JOHN R BARKER | ||||||||||
| CHIEF INVESTMENT OFFICER | 50.00 | $2,131,822 | $0 | $44,240 | Yes (X) | |||||
| GREGG S MEYER MD | ||||||||||
| CHIEF CLINICAL OFFICER | 50.00 | $1,066,799 | $0 | $521,014 | Yes (X) | |||||
| BRENT L HENRY ESQ | ||||||||||
| GENERAL COUNSEL | 50.00 | 1.00 | $959,963 | $0 | $61,936 | Yes (X) | ||||
| CHRISTOPHER MARK COBURN | ||||||||||
| CHIEF INNOVATION OFFICER | 50.00 | $885,743 | $0 | $62,389 | Yes (X) | |||||
| TIMOTHY G FERRIS MD | ||||||||||
| VICE PRESIDENT | 50.00 | $801,344 | $0 | $58,690 | Yes (X) | |||||
| LYNNE J EICKHOLT | ||||||||||
| CHIEF STRATEGY OFFICER | 50.00 | $680,324 | $0 | $55,828 | Yes (X) | |||||
| PETER BROWN | ||||||||||
| CHIEF OF STAFF | 50.00 | $729,187 | $0 | $16,421 | Yes (X) | |||||
| GARY L GOTTLIEB MD MBA | ||||||||||
| FORMER OFFICER | 50.00 | $2,608,756 | $0 | $45,552 | Yes (X) | |||||
| MICHAEL S JELLINEK MD | ||||||||||
| FORMER HIGHEST PAID | 50.00 | $1,028,396 | $0 | $246 | Yes (X) | |||||
| PATRICIA SALAMONE | ||||||||||
| FORMER OFFICER | 50.00 | $101,655 | $0 | $24,939 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,573,325 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,364,082 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,346,166 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1176 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SUFFOLK CONSTRUCTION CO | |||||
| 99 CONIFER HILL DRIVE | DANVERS | MA | 606895330 | CONSTRUCTION SVCS | $138,128,107 |
| ACCENTURE LLP | |||||
| PO BOX 70629 | CHICAGO | IL | 60673 | CONSULTING SERVICES | $79,697,133 |
| RANDSTAD | |||||
| PO BOX 7247-6655 | PHILADELPHIA | PA | 191706655 | STAFFING SERVICES | $41,721,372 |
| EPIC SYSTEMS CORPORATION | |||||
| 1979 MILKY WAY | VERONA | WI | 53593 | CONSULTING SERVICES | $14,706,490 |
| HCTEC LLC | |||||
| 5106 MARYLAND WAY | BRENTWOOD | TN | 37027 | STAFFING SERVICES | $11,510,888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 88 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $26,905 | FundraisingAmt |
| Related Organizations | $225,012,759 | RelatedOrganizationsAmt |
| All Other Contributions | $301,905 | AllOtherContributionsAmt |
| Total Contributions | $225,341,569 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $729,692,039 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $729,692,039 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $729,692,039 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,586,056 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $6,503,475 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,082,581 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $606,166 | TotalRevenueColumnAmt |
| Exclusion | $606,166 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,456 | TotalRevenueColumnAmt |
| Exclusion | $37,456 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,454,623 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,454,623 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,454,623 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$37,959 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,416,664 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,453 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $79,188,162 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$79,184,709 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$79,184,709 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,453 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$79,188,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $26,905 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CHILD CARE REVENUE | 624410 | $1,666,628 | $1,666,628 | |
| PARKING INCOME | 812930 | $198,211 | $198,211 | |
| PARTNERSHIP INCOME | 621400 | -$522,699 | -$522,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,342,140 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $883,966,094 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $729,169,340 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,468,969 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$77,013,784 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,239,662 | TotalAmt |
| Program Services | $205,239,662 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,777,957 | TotalAmt |
| Management And General | $10,777,957 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,115,075 | TotalAmt |
| Program Services | $2,448,652 | ProgramServicesAmt |
| Management And General | $351,943,758 | ManagementAndGeneralAmt |
| Fundraising | $722,665 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,646,465 | TotalAmt |
| Program Services | $293,591 | ProgramServicesAmt |
| Management And General | $41,352,874 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,185,795 | TotalAmt |
| Program Services | $353,790 | ProgramServicesAmt |
| Management And General | $49,613,154 | ManagementAndGeneralAmt |
| Fundraising | $218,851 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,400,957 | TotalAmt |
| Program Services | $228,414 | ProgramServicesAmt |
| Management And General | $32,172,543 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,861,479 | TotalAmt |
| Program Services | $55,420 | ProgramServicesAmt |
| Management And General | $7,806,059 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,591,595 | TotalAmt |
| Program Services | $11,220 | ProgramServicesAmt |
| Management And General | $1,580,375 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,930 | TotalAmt |
| Management And General | $840,930 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,983,821 | TotalAmt |
| Program Services | $373,515 | ProgramServicesAmt |
| Management And General | $52,233,381 | ManagementAndGeneralAmt |
| Fundraising | $376,925 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,300,208 | TotalAmt |
| Program Services | $9,166 | ProgramServicesAmt |
| Management And General | $1,279,181 | ManagementAndGeneralAmt |
| Fundraising | $11,861 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,699,393 | TotalAmt |
| Program Services | $103,625 | ProgramServicesAmt |
| Management And General | $14,498,839 | ManagementAndGeneralAmt |
| Fundraising | $96,929 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,729,453 | TotalAmt |
| Program Services | $576,160 | ProgramServicesAmt |
| Management And General | $81,153,293 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,175,802 | TotalAmt |
| Program Services | $339,620 | ProgramServicesAmt |
| Management And General | $47,416,869 | ManagementAndGeneralAmt |
| Fundraising | $419,313 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,700,517 | TotalAmt |
| Program Services | $19,038 | ProgramServicesAmt |
| Management And General | $2,672,870 | ManagementAndGeneralAmt |
| Fundraising | $8,609 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $567,099 | TotalAmt |
| Program Services | $3,998 | ProgramServicesAmt |
| Management And General | $562,801 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,824,181 | TotalAmt |
| Program Services | $950,457 | ProgramServicesAmt |
| Management And General | $133,873,724 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,315,684 | TotalAmt |
| Program Services | $509,797 | ProgramServicesAmt |
| Management And General | $71,805,887 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,258,650 | TotalAmt |
| Program Services | $8,873 | ProgramServicesAmt |
| Management And General | $1,249,777 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPORT/SUBSIDY | $28,188,363 | $28,188,363 | ||
| OTHER RESEARCH EXPENSES | $19,200,860 | $19,198,623 | $2,237 | |
| MISCELLANEOUS EXPENSES | $11,703,097 | $11,606,801 | $85,705 | $10,591 |
| MEALS | $1,306,616 | $1,292,029 | $9,211 | $5,376 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,409 | TotalAmt |
| Program Services | $2,231 | ProgramServicesAmt |
| Management And General | $314,178 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,176,930,068 | TotalAmt |
| Program Services | $211,624,382 | ProgramServicesAmt |
| Management And General | $963,434,266 | ManagementAndGeneralAmt |
| Fundraising | $1,871,420 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,819,779 | BOYAmt |
| EOY | $94,198,894 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,458,376 | BOYAmt |
| EOY | $5,379,914 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,039,889 | BOYAmt |
| EOY | $59,674,396 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,314,128,196 | BOYAmt |
| EOY | $3,568,558,575 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,777,778 | BOYAmt |
| EOY | $37,305,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $898,415,523 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $188,577,395 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,025,451 | BOYAmt |
| EOY | $709,838,128 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,707,930 | BOYAmt |
| EOY | $879,388,989 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,298,979 | BOYAmt |
| EOY | $268,092,259 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,019,256,378 | BOYAmt |
| EOY | $5,622,437,123 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,478,705 | BOYAmt |
| EOY | $1,237,870,020 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,035,744,542 | BOYAmt |
| EOY | $3,467,622,659 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,354,177,244 | BOYAmt |
| EOY | $1,582,414,805 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,390,400,491 | BOYAmt |
| EOY | $6,287,907,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$385,521,288 | BOYAmt |
| EOY | -$678,834,186 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,389,298 | BOYAmt |
| EOY | $2,313,825 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,987,877 | BOYAmt |
| EOY | $11,050,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$371,144,113 | BOYAmt |
| EOY | -$665,470,361 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,019,256,378 | BOYAmt |
| EOY | $5,622,437,123 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$292,963,974 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,340 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,374,614 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $197,858,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $295,077,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,546,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $183,067,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,645,801 | CurrentTaxYearAmt |
| Total | $856,195,596 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $197,858,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $295,077,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,546,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $183,067,721 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,645,801 | CurrentTaxYearAmt |
| Total | $856,195,596 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $856,195,596 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,902,859 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,177,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,350,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,995,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $516,424 | CurrentTaxYearAmt |
| Total | $116,941,979 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $324,178 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,787 | CurrentTaxYearAmt |
| Total | $406,965 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $973,544,540 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,749,218,496 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $840,930 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $840,930 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LOBBYING EXPENSES | FormAndLineReferenceDesc |
| Explanation | THE CORPORATION MAY ON OCCASION CONTACT ITS EMPLOYEES WITH A VOLUNTARY OPPORTUNITY TO PARTICIPATE IN THE CONVERSATION TO PROTECT AGAINST CUTS IN FEDERAL FUNDING THAT WOULD HAVE AN ADVERSE IMPACT ON THE CORPORATION AND ITS AFFILIATES AS WELL AS THE PACE OF MEDICAL ADVANCES, THE ECONOMY, AND THE GLOBAL COMPETITIVENESS OF THE CORPORATION. THE CORPORATION MAY ON OCCASION REVIEW PROPOSED LEGISLATION FOR THE PURPOSE OF DETERMINING THE EFFECT UPON ITS TAX-EXEMPT PURPOSES. THE CORPORATION MAY ON OCCASION ALSO APPEAR BEFORE A LEGISLATIVE COMMITTEE, CONFER WITH LEGISLATORS OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION. HOWEVER, IT WILL NOT PARTICIPATE, IN ANY WAY, IN POLITICAL CAMPAIGNS. THE CORPORATION'S INVOLVEMENT IN LEGISLATIVE ACTIVITIES CONSTITUTES AN INSUBSTANTIAL PART OF ITS ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,088,489 | BeginningYearBalanceAmt |
| Contributions | $7,313,016 | ContributionsAmt |
| Investment Earnings Or Losses | $977,078 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $546,505 | OtherExpendituresAmt |
| End Year Balance | $18,832,078 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,562,989 | BeginningYearBalanceAmt |
| Contributions | $5,072,977 | ContributionsAmt |
| Investment Earnings Or Losses | -$260,929 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $286,548 | OtherExpendituresAmt |
| End Year Balance | $11,088,489 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,069,859 | BeginningYearBalanceAmt |
| Contributions | $216,931 | ContributionsAmt |
| Investment Earnings Or Losses | $542,631 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $266,432 | OtherExpendituresAmt |
| End Year Balance | $6,562,989 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,609,796 | BeginningYearBalanceAmt |
| Contributions | $199,812 | ContributionsAmt |
| Investment Earnings Or Losses | $507,611 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $247,360 | OtherExpendituresAmt |
| End Year Balance | $6,069,859 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,162,396 | BeginningYearBalanceAmt |
| Contributions | $189,373 | ContributionsAmt |
| Investment Earnings Or Losses | $447,400 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $189,373 | OtherExpendituresAmt |
| End Year Balance | $5,609,796 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.40000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $17,091,511 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $22,104,889 | OtherCostOrOtherBasisAmt |
| Book Value | $39,196,399 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $29,942,857 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $325,918,406 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,803,554 | DepreciationAmt |
| Book Value | $333,057,709 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,028,597 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,822,657 | DepreciationAmt |
| Book Value | $4,205,939 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $297,649,922 | OtherCostOrOtherBasisAmt |
| Depreciation | $139,951,184 | DepreciationAmt |
| Book Value | $157,698,738 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $175,679,341 | OtherCostOrOtherBasisAmt |
| Book Value | $175,679,343 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $709,838,128 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTED CASH EQUIVALENTS | $167,995,810 | F |
| EQUITIES | $15,683,102 | F |
| U.S. GOV'T & FIXED INCOME SEC. | $7,104,952 | F |
| PRIVATE PARTNERSHIPS & OTHER | $44,758,825 | C |
| INV IN PARTNERS POOLED INV ACC | $643,846,300 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $879,388,989 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SETTLEMENTS - THIRD PARTY PAYORS | $4,159,084 |
| TAXABLE BONDS, SERIES C & SERI | $1,578,255,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,582,414,805 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| INTENDED USE OF ENDOWMENT FUNDS | THE ENDOWMENT FUNDS OF PARTNERS HEALTHCARE SYSTEM, INC. ARE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT MISSION. |
| FIN 48 FOOTNOTE | PARTNERS HEALTHCARE SYSTEM, INC. DOES NOT HAVE A FIN 48 FOOTNOTE DISCLOSURE IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| CENTRAL AMERICA/CARIBBEAN | PROGRAM SERVICES | JOINTLY OWNED FOR INS | $647,641 |
| EAST ASIA AND THE PACIFIC | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $245,805 |
| EUROPE | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $534,480 |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $2,095,018 |
| NORTH AMERICA | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $210,425 |
| RUSSIA AND NEWLY INDEPENDENT STATES | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $4,512 |
| SOUTH ASIA | PROGRAM SERVICES | PAT. CARE, RESEARCH & EDUCATION | $630,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $4,368,437 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $4,368,437 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | ACCOUNTING METHOD | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES THE BOOK VALUE METHOD TO REPORT FOREIGN EXPENDITURES TO BE CONSISTENT WITH THE REPORTING USED FOR THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PGCALC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 PATRIOT PLACE | AddressLine1Txt |
| City | FOXBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING STRATEGY | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $85,943 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $85,943 | TotalRetainedByContractorsAmt |
| Licensed States | MA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HARVARD PILGRIM FINISH AT THE 50 | Event1Nm |
| Gross Receipts Event1 | $26,905 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $26,905 | CharitableContriEvent1Amt |
| Gross Receipts Total | $26,905 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $26,905 | CharitableContributionsTotAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (98 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HARVARD MEDICAL SCHOOL | ||||||||
| 25 SHATTUCK ST | BOSTON | MA | 02115 | 042103580 | 501 (C) (3) | $8,174,312 | COMMUNITY BENEFIT PROGRAM | |
| CAMP HARBOR VIEW | ||||||||
| 200 CLARENDON STREET 60TH FLOOR | BOSTON | MA | 02116 | 753235491 | 501 (C) (3) | $1,200,000 | COMMUNITY BENEFIT PROGRAM | |
| LYNN COMMUNITY HEALTH CENTER | ||||||||
| 269 UNION STREET | LYNN | MA | 01901 | 042525066 | 501 (C) (3) | $839,364 | COMMUNITY BENEFIT PROGRAM | |
| EAST BOSTON COMMUNITY HEALTH CENTER | ||||||||
| 10 GOVE STREET | BOSTON | MA | 02128 | 237425849 | 501 (C) (3) | $525,000 | COMMUNITY BENEFIT PROGRAM | |
| MASS LEAGUE OF COMMUNITY HEALTH CENTERS | ||||||||
| 40 COURT STREET 10TH FLOOR | BOSTON | MA | 02128 | 042507409 | 501 (C) (3) | $462,053 | COMMUNITY BENEFIT PROGRAM | |
| HEALTH CARE FOR ALL | ||||||||
| ONE FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | 043071598 | 501 (C) (3) | $427,710 | COMMUNITY BENEFIT PROGRAM | |
| UPHAM'S CORNER HEALTH CENTER | ||||||||
| 500 COLOMBIA RD | DORCHESTER | MA | 02125 | 042708670 | 501 (C) (3) | $315,464 | COMMUNITY BENEFIT PROGRAM | |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM | ||||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | 043160480 | 501 (C) (3) | $214,867 | COMMUNITY BENEFIT PROGRAM | |
| MATTAPAN COMMUNITY HEALTH CENTER | ||||||||
| 1425 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | 042544151 | 501 (C) (3) | $187,500 | COMMUNITY BENEFIT PROGRAM | |
| THE BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON STREET | BOSTON | MA | 02116 | 042104021 | 501 (C) (3) | $75,000 | COMMUNITY BENEFIT PROGRAM | |
| SOUTH BOSTON COMMUNITY HEALTH CENTER | ||||||||
| 409 WEST BROADWAY STREET | SOUTH BOSTON | MA | 02127 | 042682152 | 501 (C) (3) | $55,000 | COMMUNITY BENEFIT PROGRAM | |
| THE PARTNERSHIP | ||||||||
| 155 SEAPORT BOULEVARD 13TH FLOOR | BOSTON | MA | 02210 | 042879910 | 501 (C) (3) | $45,000 | COMMUNITY BENEFIT PROGRAM | |
| PROJECT BREAD | ||||||||
| 145 BORDER STREET | BOSTON | MA | 02128 | 042931195 | 501 (C) (3) | $40,000 | COMMUNITY BENEFIT PROGRAM | |
| BLACK PHILANTHROPY FUND (FUND 4635) | ||||||||
| C/O THE BOSTON FOUNDATION 75 | BOSTON | MA | 02116 | 461721740 | 501 (C) (3) | $35,000 | COMMUNITY BENEFIT PROGRAM | ARLINGTON ST 10TH FL |
| MASSACHUSETTS PUBLIC HEALTH ASSOCIATION | ||||||||
| 101 TREMONT STREET SUITE 1011 | BOSTON | MA | 02108 | 042326503 | 501 (C) (3) | $35,000 | COMMUNITY BENEFIT PROGRAM | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) | ||||||||
| SCHRAFFTS CENTER 529 MAIN STREET | BOSTON | MA | 02129 | 042777012 | 501 (C) (3) | $35,000 | COMMUNITY BENEFIT PROGRAM | SUITE 1M17 |
| NEW ENGLAND HEALTHCARE INSTITUTE | ||||||||
| ONE BROADWAY 15TH FLOOR | CAMBRIDGE | MA | 02142 | 010624865 | 501 (C) (3) | $35,000 | COMMUNITY BENEFIT PROGRAM | |
| DIMOCK CHC | ||||||||
| 55 DIMOCK STREET | ROXBURY | MA | 02119 | 043487835 | 501 (C) (3) | $30,000 | COMMUNITY BENEFIT PROGRAM | |
| HEALTH LAW ADVOCATES | ||||||||
| 30 WINTER STREET SUITE 1004 | BOSTON | MA | 02108 | 043298116 | 501 (C) (3) | $30,000 | COMMUNITY BENEFIT PROGRAM | |
| MASSACHUSETTS BUDGET AND POLICY CENTER | ||||||||
| 15 COURT SQUARE SUITE 700 | BOSTON | MA | 02108 | 042967537 | 501 (C) (3) | $30,000 | COMMUNITY BENEFIT PROGRAM | |
| THE FOUNDATION FOR BOSTON CENTERS FOR YOUTH AND FAMILIES | ||||||||
| 885 WASHINGTON ST | BOSTON | MA | 02111 | 042602576 | 501 (C) (3) | $30,000 | COMMUNITY BENEFIT PROGRAM | |
| MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH | ||||||||
| 130 BOWDOIN STREET SUITE 309 | BOSTON | MA | 02108 | 042104711 | 501 (C) (3) | $27,500 | COMMUNITY BENEFIT PROGRAM | |
| THE SCHWARTZ CENTER FOR COMPASSIONATE HEALTHCARE | ||||||||
| 205 PORTLAND STREET 6TH FLOOR | BOSTON | MA | 02114 | 041564655 | 501 (C) (3) | $26,250 | COMMUNITY BENEFIT PROGRAM | |
| AMERICAN CANCER SOCIETY | ||||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 01701 | 131788491 | 501 (C) (3) | $25,000 | COMMUNITY BENEFIT PROGRAM | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | 135613797 | 501 (C) (3) | $25,000 | COMMUNITY BENEFIT PROGRAM | |
| GREATER BOSTON CHAMBER OF COMMERCE | ||||||||
| 265 FRANKLIN STREET 12TH FLOOR | BOSTON | MA | 02110 | 041103090 | 501 (C) (3) | $25,000 | COMMUNITY BENEFIT PROGRAM | |
| HARBOR HEALTH SERVICES | ||||||||
| 1135 MORTON STREET | MATTAPAN | MA | 02126 | 237100550 | 501 (C) (3) | $25,000 | COMMUNITY BENEFIT PROGRAM | |
| MASSACHUSETTS HEALTH QUALITY PARTNERS | ||||||||
| 42 PLEASANT ST 3 | WATERTOWN | MA | 02472 | 043542817 | 501 (C) (3) | $25,000 | COMMUNITY BENEFIT PROGRAM | |
| SCHOLAR ATHLETE PROGRAM | ||||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | 273987854 | 501 (C) (3) | $25,000 | COMMUNITY BENEFIT PROGRAM | |
| ABCD | ||||||||
| 178 TREMONT STREET 2ND FLOOR | BOSTON | MA | 02111 | 042304133 | 501 (C) (3) | $20,000 | COMMUNITY BENEFIT PROGRAM | |
| COMMUNITY WORKS | ||||||||
| 25 WEST STREET | BOSTON | MA | 02111 | 042762623 | 501 (C) (3) | $16,000 | COMMUNITY BENEFIT PROGRAM | |
| ALPFA | ||||||||
| 801 SOUTH GRAND AVE 400 | LOS ANGELES | CA | 90017 | 320178401 | 501 (C) (3) | $15,000 | COMMUNITY BENEFIT PROGRAM | |
| BIG SISTER ASSOCIATION | ||||||||
| 161 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | 042150651 | 501 (C) (3) | $15,000 | COMMUNITY BENEFIT PROGRAM | |
| JOHN F KENNEDY LIBRARY FOUNDATION | ||||||||
| COLUMBIA POINT | BOSTON | MA | 02125 | 046113130 | 501 (C) (3) | $15,000 | TO SUPPORT ITS TAX EXEMPT | |
| RAISING A READER | ||||||||
| 9B HAMILTON PLACE | BOSTON | MA | 02108 | 800297898 | 501 (C) (3) | $15,000 | COMMUNITY BENEFIT PROGRAM | |
| BOSTON CENTER FOR INDEPENDENT LIVING | ||||||||
| 60 TEMPLE PLACE 5TH FLOOR | BOSTON | MA | 02111 | 042546595 | 501 (C) (3) | $12,500 | COMMUNITY BENEFIT PROGRAM | |
| BOSTON MUNICIPAL RESEARCH BUREAU | ||||||||
| 333 WASHINGTON STREET SUITE 854 | BOSTON | MA | 02108 | 222673755 | 501 (C) (3) | $12,500 | COMMUNITY BENEFIT PROGRAM | |
| EMERSON HEALTH CARE FOUNDATION | ||||||||
| OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | 042770980 | 501 (C) (3) | $12,500 | COMMUNITY BENEFIT PROGRAM | |
| GLAAD | ||||||||
| 30 WINTER STREET SUITE 800 | BOSTON | MA | 02108 | 042660498 | 501 (C) (3) | $12,500 | COMMUNITY BENEFIT PROGRAM | |
| JEWISH VOCATIONAL SERVICES | ||||||||
| 75 FEDERAL STREET3RD FLOOR | BOSTON | MA | 02110 | 042144357 | 501 (C) (3) | $11,834 | COMMUNITY BENEFIT PROGRAM | |
| ARTHRITIS FOUNDATION | ||||||||
| 29 CRAFTS STREET SUITE 450 | NEWTOWN | MA | 02458 | 042113261 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| BAY STATE BANNER | ||||||||
| 1100 WASHINGTON STREET | DORCHESTER | MA | 02124 | 042457942 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| COLOR MEDIA GROUP LLC | ||||||||
| 4 COPLEY PLACE | BOSTON | MA | 02116 | 392065974 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| CONEXION INC | ||||||||
| 151 COOLIDGE AVE SUITE 609 | WATERTOWN | MA | 02472 | 208056726 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| INNER-CITY SCHOLARSHIP FUND | ||||||||
| 260 FRANKLIN STREET SUITE 630 | BOSTON | MA | 02110 | 222485502 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| JANE DOE INC | ||||||||
| 14 BEACON STREET SUITE 507 | BOSTON | MA | 02108 | 042676138 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| MA COALITION FOR THE HOMELESS | ||||||||
| 15 BUBIER ST | LYNN | MA | 01901 | 222599662 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| MASSACHUSETTS COMMUNITIES ACTION NETWORK | ||||||||
| 150 MOUNT VERNON STREET SUITE 200E | DORCHESTER | MA | 02125 | 042863903 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| MSAC - MASS SENIOR ACTION COUNCIL | ||||||||
| 150 MT VERNON STREET - 2ND FL | DORCHESTER | MA | 02125 | 042760902 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| SISTERS OF SAINT JOSEPH OF BOSTON | ||||||||
| 637 CAMBRIDGE ST | BRIGHTON | MA | 02135 | 042160625 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| THE ADVERTISING CLUB GREATER BOSTON (ROSOFF AWARD) | ||||||||
| 222 BATTERY MARCH STREET | BOSTON | MA | 02109 | 041016880 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| UNITED WAY OF MASSACHUSETTS BAY | ||||||||
| PO BOX 51381 | BOSTON | MA | 02205 | 042382233 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| VICTORY PROGRAMS | ||||||||
| 965 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | 042575322 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| WHITTIER STREET HC | ||||||||
| 1290 TREMONT STREET | ROXBURY | MA | 02120 | 042619517 | 501 (C) (3) | $10,000 | COMMUNITY BENEFIT PROGRAM | |
| THE NEW ENGLAND COUNCIL | ||||||||
| 98 NORTH WASHINGTON STREET SUITE | BOSTON | MA | 02114 | 041661090 | 501 (C) (3) | $8,931 | COMMUNITY BENEFIT PROGRAM | 201 |
| URBAN LEAGUE OF BOSTON | ||||||||
| 88 WARREN STREET | ROXBURY | MA | 02119 | 237349132 | 501 (C) (3) | $8,000 | COMMUNITY BENEFIT PROGRAM | |
| BOSTON BRANCH NAACP | ||||||||
| PO BOX 300159 | BOSTON | MA | 02130 | 043574060 | 501 (C) (3) | $7,500 | COMMUNITY BENEFIT PROGRAM | |
| NAACP | ||||||||
| 60 TEMPLE PLACE 5TH FLOOR | BOSTON | MA | 02111 | 042546595 | 501 (C) (3) | $7,500 | COMMUNITY BENEFIT PROGRAM | |
| BIG BROTHER BIG SISTER | ||||||||
| 75 FEDERAL STREET 8TH FLOOR | BOSTON | MA | 02110 | 042074462 | 501 (C) (3) | $6,000 | COMMUNITY BENEFIT PROGRAM | |
| UASPIRE | ||||||||
| 31 MILK STREET 900 | BOSTON | MA | 02109 | 043564307 | 501 (C) (3) | $253,247 | COMMUNITY BENEFIT PROGRAM | |
| ACCELERATED COLLEGE EXPERIENCES INC | ||||||||
| 251 HEATH STREET APT 207 | JAMAICA PLAIN | MA | 02130 | 454101866 | 501 (C) (3) | $76,018 | COMMUNITY BENEFIT PROGRAM | |
| UMASS BOSTON | ||||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 02125 | 043167352 | 501 (C) (3) | $74,500 | COMMUNITY BENEFIT PROGRAM | |
| THIRD SECTOR NEW ENGLAND | ||||||||
| NONPROFIT CENTER 89 SOUTH ST SUITE | BOSTON | MA | 02111 | 042261109 | 501 (C) (3) | $31,150 | COMMUNITY BENEFIT PROGRAM | 700 |
| BOSTON COLLEGE | ||||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | 042103545 | 501 (C) (3) | $28,500 | COMMUNITY BENEFIT PROGRAM | |
| UMASS AMHERST | ||||||||
| 181 PRESIDENTS DRIVE | AMHERT | MA | 01003 | 542084125 | 501 (C) (3) | $28,000 | COMMUNITY BENEFIT PROGRAM | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | 042103634 | 501 (C) (3) | $24,000 | COMMUNITY BENEFIT PROGRAM | |
| BUNKER HILL COMMUNITY COLLEGE FOUNDATION | ||||||||
| 250 NEW RUTHERFORD AVE | CHARLESTOWN | MA | 02129 | 222757389 | 501 (C) (3) | $21,500 | COMMUNITY BENEFIT PROGRAM | |
| BRIDGEWATER STATE UNIVERSITY | ||||||||
| 131 SUMMER ST | BRIDGEWATER | MA | 02324 | 222678005 | 501 (C) (3) | $15,500 | COMMUNITY BENEFIT PROGRAM | |
| UMASS LOWELL | ||||||||
| 1 UNIVERSITY AVE | LOWELL | MA | 01854 | 043167352 | 501 (C) (3) | $15,000 | COMMUNITY BENEFIT PROGRAM | |
| SIMMONS COLLEGE | ||||||||
| 300 FENWAY | BOSTON | MA | 02115 | 042103629 | 501 (C) (3) | $14,500 | COMMUNITY BENEFIT PROGRAM | |
| UMASS DARTMOUTH | ||||||||
| 285 OLD WESTPORT RD | NORTH DARTMOUTH | MA | 02747 | 043167352 | 501 (C) (3) | $14,000 | COMMUNITY BENEFIT PROGRAM | |
| CURRY COLLEGE | ||||||||
| 1071 BLUE HILL AVENUE | MILTON | MA | 02186 | 042199867 | 501 (C) (3) | $13,500 | COMMUNITY BENEFIT PROGRAM | |
| MOUNT HOLYOKE COLLEGE | ||||||||
| 50 COLLEGE STREET | SOUTH HADLEY | MA | 01075 | 042103578 | 501 (C) (3) | $13,500 | COMMUNITY BENEFIT PROGRAM | |
| COLLEGE OF THE HOLY CROSS | ||||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | 042103558 | 501 (C) (3) | $12,500 | COMMUNITY BENEFIT PROGRAM | |
| HEALTH RESOURCES IN ACTION | ||||||||
| 95 BERKELEY STREET | BOSTON | MA | 02116 | 042229839 | 501 (C) (3) | $12,326 | COMMUNITY BENEFIT PROGRAM | |
| HARVARD UNIVERSITY | ||||||||
| 1350 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | 042103580 | 501 (C) (3) | $11,500 | COMMUNITY BENEFIT PROGRAM | |
| BOSTON UNIVERSITY | ||||||||
| ONE SILBER WAY | BOSTON | MA | 02215 | 042103547 | 501 (C) (3) | $10,500 | COMMUNITY BENEFIT PROGRAM | |
| SALEM STATE UNIVERSITY | ||||||||
| 352 LAFAYETTE ST | SALEM | MA | 01970 | 042620632 | 501 (C) (3) | $10,500 | COMMUNITY BENEFIT PROGRAM | |
| HARVARD MEDICAL SCHOOL | ||||||||
| 25 SHATTUCK ST | BOSTON | MA | 02115 | 042103580 | 501 (C) (3) | $9,800 | COMMUNITY BENEFIT PROGRAM | |
| FRAMINGHAM STATE UNIVERSITY | ||||||||
| 100 STATE STREET | FRAMINGHAM | MA | 01701 | 046002284 | 501 (C) (3) | $9,500 | COMMUNITY BENEFIT PROGRAM | |
| MA COLLEGE OF PHARMACY & HEALTH SCIENCES | ||||||||
| 179 LONGWOOD AV | BOSTON | MA | 02115 | 042104700 | 501 (C) (3) | $9,500 | COMMUNITY BENEFIT PROGRAM | |
| DARTMOUTH COLLEGE | ||||||||
| 6024 MCNUTT HALL | HANOVER | MA | 03755 | 020222111 | 501 (C) (3) | $8,500 | COMMUNITY BENEFIT PROGRAM | |
| NORTHEASTERN UNIVERSITY | ||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | 041679980 | 501 (C) (3) | $8,500 | COMMUNITY BENEFIT PROGRAM | |
| TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| 595 COMMONWEATLH AVENUE SUITE 700 | BOSTON | MA | 02215 | 042103547 | 501 (C) (3) | $7,500 | COMMUNITY BENEFIT PROGRAM | WEST ENTRANCE |
| ASSUMPTION COLLEGE | ||||||||
| 500 SALISBURY ST | WORCESTER | MA | 01609 | 042105776 | 501 (C) (3) | $5,500 | COMMUNITY BENEFIT PROGRAM | |
| ITHACA COLLEGE | ||||||||
| 953 DANBY RD | ITHACA | NY | 14850 | 150532204 | 501 (C) (3) | $5,500 | COMMUNITY BENEFIT PROGRAM | |
| UNIVERSITY OF CONNECTICUT | ||||||||
| 1346 STORRS ROAD | STORRS | CT | 06269 | 060772160 | 501 (C) (3) | $5,500 | COMMUNITY BENEFIT PROGRAM | |
| WENTWORTH INSTITUTE OF TECHNOLOGY | ||||||||
| 550 HUNTINGTON AVE | BOSTON | MA | 02115 | 041958460 | 501 (C) (3) | $5,500 | COMMUNITY BENEFIT PROGRAM | |
| PARTNERS CONTINUING CARE INC | ||||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVLLE | MA | 02145 | 260003495 | 501 (C) (3) | $46,100,389 | EXEMPT AFFILIATE SUPPORT | |
| SPAULDING REHABILITATION HOSPITAL | ||||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVLLE | MA | 02145 | 042551124 | 501 (C) (3) | $5,496,472 | EXEMPT AFFILIATE SUPPORT | |
| REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORP | ||||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVLLE | MA | 02145 | 043071419 | 501 (C) (3) | $1,726,356 | EXEMPT AFFILIATE SUPPORT | |
| PARTNERS HOME CARE INC | ||||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVLLE | MA | 02145 | 042918280 | 501 (C) (3) | $1,272,817 | EXEMPT AFFILIATE SUPPORT | |
| MCLEAN HEALTHCARE INC | ||||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVLLE | MA | 02145 | 204572876 | 501 (C) (3) | $5,000,000 | EXEMPT AFFILIATE SUPPORT | |
| SPAULDING HOSPITAL CAMBRIDGE | ||||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVLLE | MA | 02145 | 270273715 | 501 (C) (3) | $3,677,267 | EXEMPT AFFILIATE SUPPORT | |
| FRC INC | ||||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVLLE | MA | 02145 | 222632121 | 501 (C) (3) | $479,907 | EXEMPT AFFILIATE SUPPORT | |
| SHAUGHNESSY - KAPLAN REHABILITATION HOSPITAL INC | ||||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVLLE | MA | 02145 | 043067082 | 501 (C) (3) | $1,932,057 | EXEMPT AFFILIATE SUPPORT | |
| NEIGHBORHOOD HEALTH PLAN | ||||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVLLE | MA | 02145 | 042932021 | 501 (C) (4) | $123,800,000 | EXEMPT AFFILIATE SUPPORT | |
| FRC INC | ||||||||
| 399 REVOLUTION DRIVE SUITE 645 | SOMERVLLE | MA | 02145 | 222632121 | 501 (C) (3) | $1,129,767 | EXEMPT AFFILIATE SUPPORT | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PARTNERS HEALTHCARE SYSTEM, INC. MAKES DONATIONS TO VARIOUS TAX-EXEMPT ORGANIZATIONS. THESE DONATIONS CAN BE USED BY THE RECIPIENT ONLY IN FURTHERANCE OF THEIR TAX-EXEMPT MISSION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LORI W TISHLER MD MPH | ||||||||||||||
| DIRECTOR | $0 | $176,570 | $0 | $19,963 | $0 | $25,531 | $0 | $29,848 | $0 | $24,405 | $0 | $276,317 | $0 | $0 |
| JERROLD F ROSENBAUM MD | ||||||||||||||
| DIRECTOR | $0 | $378,453 | $0 | $77,425 | $0 | $50,014 | $0 | $36,479 | $0 | $19,514 | $0 | $561,885 | $0 | $0 |
| MAURY E MCGOUGH MD | ||||||||||||||
| DIRECTOR | $0 | $508,547 | $0 | $67,049 | $0 | $60,530 | $0 | $36,482 | $0 | $33,730 | $0 | $706,338 | $0 | $0 |
| DAVID F TORCHIANA MD | ||||||||||||||
| PRESIDENT & CEO | $1,880,829 | $0 | $102,500 | $0 | $2,210,752 | $0 | $36,475 | $0 | $34,420 | $0 | $4,264,976 | $0 | $686,000 | $0 |
| PETER K MARKELL | ||||||||||||||
| EXECUTIVE VP, CFO & TREASURER | $1,257,846 | $0 | $63,800 | $0 | $402,300 | $0 | $586,476 | $0 | $27,041 | $0 | $2,337,463 | $0 | $0 | $0 |
| MAUREEN GOGGIN | ||||||||||||||
| SECRETARY | $150,178 | $0 | $0 | $0 | $18,443 | $0 | $15,583 | $0 | $19,408 | $0 | $203,612 | $0 | $0 | $0 |
| ANNE KLIBANSKI MD | ||||||||||||||
| CHIEF ACADEMIC OFFICER | $658,888 | $0 | $57,579 | $0 | $106,611 | $0 | $36,477 | $0 | $19,582 | $0 | $879,137 | $0 | $0 | $0 |
| JAMES W NOGA | ||||||||||||||
| VICE PRESIDENT & CIO | $574,535 | $0 | $30,600 | $0 | $64,475 | $0 | $463,963 | $0 | $35,028 | $0 | $1,168,601 | $0 | $0 | $0 |
| JOHN R BARKER | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $540,559 | $0 | $1,527,985 | $0 | $63,278 | $0 | $36,478 | $0 | $7,762 | $0 | $2,176,062 | $0 | $0 | $0 |
| GREGG S MEYER MD | ||||||||||||||
| CHIEF CLINICAL OFFICER | $945,821 | $0 | $57,793 | $0 | $63,185 | $0 | $485,010 | $0 | $36,004 | $0 | $1,587,813 | $0 | $0 | $0 |
| BRENT L HENRY ESQ | ||||||||||||||
| GENERAL COUNSEL | $691,398 | $0 | $54,621 | $0 | $213,944 | $0 | $36,477 | $0 | $25,459 | $0 | $1,021,899 | $0 | $0 | $0 |
| CHRISTOPHER MARK COBURN | ||||||||||||||
| CHIEF INNOVATION OFFICER | $585,798 | $0 | $234,975 | $0 | $64,970 | $0 | $36,475 | $0 | $25,914 | $0 | $948,132 | $0 | $0 | $0 |
| TIMOTHY G FERRIS MD | ||||||||||||||
| VICE PRESIDENT | $570,816 | $0 | $153,750 | $0 | $76,778 | $0 | $36,477 | $0 | $22,213 | $0 | $860,034 | $0 | $0 | $0 |
| LYNNE J EICKHOLT | ||||||||||||||
| CHIEF STRATEGY OFFICER | $579,826 | $0 | $31,000 | $0 | $69,498 | $0 | $36,477 | $0 | $19,351 | $0 | $736,152 | $0 | $0 | $0 |
| PETER BROWN | ||||||||||||||
| CHIEF OF STAFF | $112,526 | $0 | $0 | $0 | $616,661 | $0 | $13,281 | $0 | $3,140 | $0 | $745,608 | $0 | $0 | $0 |
| GARY L GOTTLIEB MD MBA | ||||||||||||||
| FORMER OFFICER | $984,976 | $0 | $0 | $0 | $1,623,780 | $0 | $36,476 | $0 | $9,076 | $0 | $2,654,308 | $0 | $0 | $0 |
| MICHAEL S JELLINEK MD | ||||||||||||||
| FORMER HIGHEST PAID | $0 | $0 | $0 | $0 | $1,028,396 | $0 | $0 | $0 | $246 | $0 | $1,028,642 | $0 | $0 | $0 |
| PATRICIA SALAMONE | ||||||||||||||
| FORMER OFFICER | $81,547 | $0 | $0 | $0 | $20,108 | $0 | $11,500 | $0 | $13,439 | $0 | $126,594 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| TRUSTEE COMPENSATION | TRUSTEES RECEIVE NO COMPENSATION OR CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS FOR SERVICE ON THE BOARD OR ITS COMMITTEES. BOARD MEMBERS WHO ARE ALSO EMPLOYED BY THE CORPORATION OR A PARTNERS AFFILIATE RECEIVE COMPENSATION ONLY FOR THEIR SERVICES AS EMPLOYEES. |
| TRAVEL FOR COMPANIONS | TRAVEL FOR COMPANIONS WAS PROVIDED TO AN OFFICER LISTED ON FORM 990, PART VII AS THE COMPANIONS ATTENDANCE WAS REQUIRED TO FULFILL A BONA FIDE BUSINESS PURPOSE. THESE PAYMENTS WERE PROVIDED PURSUANT TO A WRITTEN POLICY AND WERE TREATED AS NON-TAXABLE BUSINESS EXPENSES. |
| PAYMENT OR REIMBURSEMENT OF EXPENSES | HEALTH OR SOCIAL CLUB DUES OR INITITATION FEES WERE PROVIDED TO AN OFFICER. THIS PAYMENT WAS MADE PURSUANT TO A WRITTEN POLICY AND WAS TREATED AS TAXABLE COMPENSATION. |
| SEVERANCE PAY INCLUDED IN COMPENSATION DISCLOSED ON SCHEDULE J PART II. | MICHAEL S. JELLINEK, M.D. - $974,000 PETER BROWN - $600,167 |
| PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | THESE AMOUNTS ARE ALREADY INCLUDED IN THE COMPENSATION DISCLOSED ON SCHEDULE J, PART II DAVID F. TORCHIANA, M.D. - $1,408,034 GARY L. GOTTLIEB, M.D. M.B.A - $1,535,718 MICHAEL S. JELLINEK, M.D. - $46,865 PETER K. MARKELL - $334,041 BRENT L. HENRY, ESQ. - $135,848 GREGG S. MEYER, M.D. - $448,534 JAMES W. NOGA - $427,488 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES D | ||||||||
| A | 042456011 | 57585K3N6 | 2003-05-28 | $343,630,000 | SERIES D - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES F | ||||||||
| B | 042456011 | 57586CGW9 | 2005-06-10 | $411,566,153 | SERIES F - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES G-5 | ||||||||
| C | 042456011 | 57586CZL2 | 2007-06-07 | $326,508,722 | SERIES G5 - SEE SCHEDULE K PART VI | Yes (1) | 0 | 0 |
| MHEFA PARTNERS HEALTHCARE SER G-1G-2G-3G-4G-6 | ||||||||
| D | 042456011 | 57586CZW8 | 2007-06-07 | $380,000,000 | SERIES G - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Credit EnhancementCreditEnhancementAmt | Bond DefeasedBondDefeasedAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $342,620,000 | $344,268,619 | $15,436,586 | $2,026,416 | $249,756,929 | $77,048,688 | 2005 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $170,175,000 | $419,448,101 | $18,398,432 | $2,671,595 | $326,493,380 | $69,234,694 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) | $2,650,000 | |
| C | $56,280,000 | $329,345,063 | $9,382,534 | $2,338,149 | $164,128,012 | $153,496,369 | 2009 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $115,480,000 | |
| D | $225,000,000 | $386,190,828 | $20,479,076 | $2,776,551 | $358,239,054 | 2009 | 0 | 0 | Yes (1) | Yes (1) | $4,696,147 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2GICProviderName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEAR STEARNS | ||||||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | CAPITAL MARKETS | 32.200000000000 | 0 | 0 | Yes (1) | 2.400000000000 | Yes (1) | 0 | Yes (1) | |
| BEAR STEARNS | ||||||||||||||||
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | CAPITAL MARKETS | 35.000000000000 | 0 | 0 | Yes (1) | 1.800000000000 | Yes (1) | 0 | Yes (1) | COMPANY I LLC |
| CITIGROUP FINANCIAL | ||||||||||||||||
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 1.700000000000 | 0 | 0 | 0 | PRODUCTS INC | ||||
| GOLDMAN SACHS | ||||||||||||||||
| D | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | CAPITAL MARKETS | 35.000000000000 | 0 | 0 | Yes (1) | 1.700000000000 | Yes (1) | 0 | Yes (1) | PRODUCTS INC |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE | (A) FINANCING A PORTION OF THE CONSTRUCTION OF NEW SPACE IN AN AMBULATORY CARE BUILDING AND A PORTION OF THE CONSTRUCTION OF A PARKING GARAGE; AND THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND CONSTRUCTION OF IMPROVEMENTS AND RENOVATIONS TO EXISTING FACILITIES. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS, BRIGHAM AND WOMEN'S HOSPITAL ISSUE, SERIES A, ISSUED 12/31/85. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, MASSACHUSETTES GENERAL HOSPITAL ISSUE, SERIES F, ISSUED 12/2/92. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, BRIGHAM AND WOMEN'S HOSPITAL ISSUE, SERIES E, ISSUED 10/12/93. (B) FINANCING A PORTION OF THE FOLLOWING PROJECTS: TENANT IMPROVEMENTS AND FIT OUT OF LEASED SPACE; CONSTRUCTION AND RENOVATION OF OPERATING ROOMS AT AN AMBLUATORY SURGERY CENTER; RENOVATIONS TO VARIOUS CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: ACQUISITION OF A FACILITY AND A SMALL PARCEL OF VACANT LAND; CONSTRUCTION OF A CARDIOVASCULAR CENTER; THE ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT AND CONSTRUCTION OF IMPROVEMENTS AND RENOVATIONS TO VARIOUS EXISTING FACILITIES. FINANCING A PORTION OF THE CONSTRUCTION AND RENOVATION OF FACILITIES. FINANCING THE ACQUISITION AND IMPROVEMENTS OF A PORTION OF A BUILDING AND INSTALLATION OF CAPITAL EQUIPMENT THEREIN. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, NEWTON-WELLESLEY HOSPITAL ISSUE, SERIES E, ISSUED 9/20/95. (C) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES A, ISSUED 9/18/97. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES C, ISSUED 4/26/01. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, NEWTON-WELLESLEY HOSPITAL ISSUE, SERIES G, ISSUED 2/6/97. (D) FINANCING A PORTION OF CONSTRUCTION OF A CARDIOVASCULAR CENTER. FINANCING THE FOLLOWING PROJECTS: A PORTION OF THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; A PORTION OF THE COST OF ACQUISITION OF CONDOMINIUM UNITS; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: CONSTRUCTION AND EQUIPPING OF AN AMBULATORY CARE CENTER; THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM. (E) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-1 AND G-3, ISSUED 6/28/07. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS, NEWTON-WELLESLEY HOSPITAL ISSUE, SERIES F, ISSUED 11/16/1995. (F) FINANCING A PORTION OF THE FIT-OUT AND EQUIPPING OF AN AMBULATORY CARE CENTER. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBLUATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE COST OF RENOVATIONS, EQUIPPING AND FURNISHING OF CLINICAL SPACE TO HOUSE A CANCER CENTER. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. |
| PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (CONTINUE) | (G) FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBLUATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING RENOVATIONS AND IMPROVEMENTS TO INPATIENT CLINICAL AREAS. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING THE ACQUISITION OF AND IMPROVEMENTS TO A HOSPITAL FACILITY. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-4, ISSUED 6/28/07. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES A, ISSUED 9/18/97. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES B, ISSUED 4/28/99. (H) FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE CONSTRUCTION OF A BUILDING AND A RECEIVING DOCK; CONSTRUCTION AND EQUIPPING OF A MULTI-SPECIALTY AMBLUATORY CARE CENTER; AND RENOVATIONS TO CLINICAL SPACE. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES C, ISSUED 4/26/01. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES D-1, D-2 AND D-4, ISSUED 5/28/03. (I) FINANCING RENOVATIONS AND IMPROVEMENTS TO AN EMERGENCY DEPARTMENT. FINANCING PLANNING COSTS INCLUDING ENVIRONMENTAL REMEDIATION COSTS ASSOCIATED WITH THE DEVELOPMENT OF A NEW REHABILITATION HOSPITAL FACILITY. FINANCING A PORTION OF THE FOLLOWING PROJECTS: THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT SYSTEM AND AN ACUTE CARE DOCUMENTATION MANAGEMENT SYSTEM. FINANCING PLANNING COSTS AND CONSTRUCTION OF BUILDING TO HOUSE CLINICAL AND RESEARCH SPACE AND UNDERGROUND PARKING SPACES. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE ACQUISITION OF LAND AND BUILDING TO HOUSE WET AND DRY RESEARCH SPACE, AND PARKING GARAGE. FINANCING THE ACQUISITION, RENOVATION, EQUIPPING AND FURNISHING OF AN OUTPATIENT SURGICAL CENTER. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES B, ISSUED 4/28/99. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES C, ISSUED 4/26/01. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES E, ISSUED 6/12/03. |
| PART I BOND ISSUES (F) DESCRIPTION OF PURPOSE (CONTINUE) | (J) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS AND A NEW BUILDING TO HOUSE A 132-BED REPLACEMENT FACILITY FOR SPAULDING REHABILITATION HOSPITAL. FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER AND A NEW POWER PLANT. FINANCING THE RENOVATION, EQUIPPING AND FURNISHING OF VARIOUS FACILITIES. REFINANCING MASSACHUSETTS DEVELOPMENT FINANCE AGENCY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES K-3 ISSUED 1/13/2011 REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES D-3, ISSUED 5/28/2003 (K) REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-4 REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES I-1 (L) FINANCING THE CONSTRUCTION OF A NEW BUILDING AT BRIGHAM AND WOMEN'S HOSPITAL'S MAIN CAMPUS FINANCING THE CONSTRUCTION OF AN UNDERGROUND PARKING FACILITY. FINANCING THE CONSTRUCTION OF A TWO STORY DATA CENTER AND A NEW POWER PLANT. FINANCING THE ACQUISITION AND INSTALLATION OF A SYSTEM-WIDE REVENUE MANAGEMENT AND CLINICAL APPLICATION SYSTEM. REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES F-5 REFINANCING MASSACHUSETTS HEALTH & EDUCATIONAL FACILITIES AUTHORITY REVENUE BONDS, PARTNERS HEALTHCARE SYSTEM ISSUE, SERIES G-5 |
| PART II PROCEEDS (3) | TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS. |
| PART III PRIVATE BUSINESS USE | PARTIALLY APPLICABLE PURSUANT TO THE INSTRUCTIONS, AS THE BOND ISSUE CONSISTED OF THE REFUNDING OF A PRE-JANUARY 1, 2003 ISSUE. |
| PART IV ARBITRAGE (1) | FORM 8038-T HAS NOT BEEN FILED AS ARBITRAGE REBATE PAYMENTS HAVE NOT BEEN REQUIRED. A 1/05/2009 B 9/09/2010 C 8/03/2012 D 8/03/2012 E 5/08/2013 F 6/19/2014 G 2/09/2015 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES H | ||||||||
| A | 042456011 | 57586CW27 | 2008-04-01 | $171,320,000 | SERIES H - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES I | ||||||||
| B | 042456011 | 57586EHR5 | 2009-05-14 | $229,977,036 | SERIES I - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES J | ||||||||
| C | 042456011 | 57586ENK3 | 2010-01-05 | $509,178,736 | SERIES J - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES K | ||||||||
| D | 043431814 | 57583R6W0 | 2011-01-13 | $436,019,104 | SERIES K - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $405,000 | $171,320,000 | $420,000 | $170,900,000 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $67,825,000 | $229,981,250 | $2,556,080 | 2009 | 0 | 0 | Yes (1) | Yes (1) | $116,071 | $227,309,098 | |
| C | $84,400,000 | $509,258,319 | $5,151,067 | $254,123,487 | 2010 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $249,983,765 | |
| D | $178,405,000 | $436,030,814 | $3,523,063 | $231,165,294 | 2011 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $201,342,457 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line2GICProviderName/BusinessNameLine2Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP FINANCIAL | ||||||||||||||||
| A | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | Yes (1) | PRODUCTS INC | 0.800000000000 | Yes (1) | 0 | Yes (1) | ||||
| MERRILL LYNCH | ||||||||||||||||
| B | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | CAPITAL SERVICES | 35.000000000000 | 0 | 0 | |||
| (no name) | ||||||||||||||||
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||||||
| MERRILL LYNCH | ||||||||||||||||
| D | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | CAPITAL SERVICES | 35.000000000000 | 0 | 0 | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES L | ||||||||
| A | 043431814 | 57583UMV7 | 2012-01-04 | $353,501,227 | SERIES L - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES M | ||||||||
| B | 043431814 | 57583UG77 | 2014-01-30 | $510,376,675 | SERIES M - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MDFA PARTNERS HEALTHCARE SYSTEM SERIES N-1 AND N-2 | ||||||||
| C | 043431814 | 2014-08-27 | $141,350,000 | SERIES N - SEE SCHEDULE K PART VI | 0 | 0 | 0 | |
| MDFA PARTNERS HEALTHCARE SYSTEM SERIES N-1 AND N-2 | ||||||||
| D | 043431814 | 57583UW20 | 2015-01-29 | $357,583,529 | SERIES O - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $19,585,000 | $353,570,173 | $3,056,210 | $260,903,277 | $89,610,686 | 2012 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |
| B | $2,940,000 | $510,376,950 | $4,042,015 | $360,857,935 | $145,480,000 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| C | $4,000,000 | $141,350,000 | $141,350,000 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| D | $359,102,590 | $2,813,646 | $214,703,942 | $28,755,381 | 2015 | 0 | Yes (1) | Yes (1) | Yes (1) | $112,829,621 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||||
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
| BEAR STEARNS | |||||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | CAPITAL MARKETS | 35.000000000000 | 0 | 0 |
| BANK OF AMERICA | |||||||||||||
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | NA | 35.000000000000 | 0 | 0 |
| BEAR STEARNS | |||||||||||||
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | CAPITAL MARKETS | 35.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA PARTNERS HEALTHCARE SYSTEM SERIES Q | ||||||||
| A | 043431814 | 57584XJG7 | 2016-01-28 | $491,625,624 | SERIES Q - SEE SCHEDULE K PART VI | 0 | 0 | 0 |
| MDFA PARTNERS HEALTHCARE SYSTEM SERIES R-1 AND R-2 | ||||||||
| B | 043431814 | 2016-03-31 | $100,000,000 | SERIES R-1 AND R-2 - SEE SCHEDULE K PART VI | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $492,559,448 | $7,899,886 | $3,731,911 | $402,774,737 | $78,152,915 | 2016 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $100,000,000 | $100,000,000 | 2016 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Business Name Line2HedgeProviderName/BusinessNameLine2Txt | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||||
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||||
| BANK OF AMERICA | |||||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | NA | 36.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| R SOBERMAN | |||
| FAMILY - KLIBANSKI | $88,517 | SALARY-GHC | 0 |
| R BLANCHFIELD | |||
| FAMILY - MEYER | $145,017 | SALARY-GHC | 0 |
| E COLLIER | |||
| FAMILY - COLLIER | $154,988 | SALARY-NWH | 0 |
| C MEYER | |||
| FAMILY - MEYER | $552 | SALARY-GHC | 0 |
| S SALAMONE | |||
| FAMILY - SALOMONE | $48,506 | SALARY-BWH | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | PARTNERS HEALTHCARE SYSTEM, INC., (PARTNERS) ESTABLISHED IN MARCH 1994, IS THE CORPORATION OVERSEEING THE AFFILIATION OF BRIGHAM AND WOMEN'S HEALTH CARE, THE MASSACHUSETTS GENERAL HOSPITAL, NSMC HEALTHCARE, INC., NEWTON-WELLESLEY HEALTH CARE SYSTEM, INC., PARTNERS CONTINUING CARE, INC. AND NEIGHBORHOOD HEALTH PLAN, INC. PARTNERS IS DEVELOPING AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGHOUT THE REGION THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED, HIGH-QUALITY CARE. THE SYSTEM INCLUDES PRIMARY CARE PHYSICIANS AND SPECIALISTS, COMMUNITY HOSPITALS, THE TWO FOUNDING ACADEMIC MEDICAL CENTERS (MGH AND BWH) AND OTHER HEALTH-RELATED ENTITIES. PARTNERS IS CREATING A FRAMEWORK IN WHICH ALL ASPECTS OF THE HEALTH CARE DELIVERY SYSTEM ARE COORDINATED BETWEEN AND AMONG PROVIDERS AND FACILITIES. PARTNERS IMPROVES THE QUALITY OF HEALTH CARE AND FURTHER SERVES THE PUBLIC AT LARGE BY SUPPORTING ITS MEMBER ORGANIZATIONS SO THAT THEY MAY PURSUE THEIR PATIENT CARE, TEACHING AND RESEARCH MISSIONS. THE MEMBER ORGANIZATIONS OF PARTNERS HAVE JOINED TOGETHER IN A COMMITMENT TO SERVE THE COMMUNITY. TOGETHER, THESE ORGANIZATIONS ARE DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH, AND TO TAKING A LEADERSHIP ROLE AS AN INTEGRATED HEALTH CARE SYSTEM. PARTNERS IS COMMITTED TO LEADING THE WAY IN DESIGNING INTEGRATED PATIENT AND FAMILY-CENTERED CARE WITH THE GOALS OF ENHANCING THE QUALITY OF PATIENT CARE AND SLOWING THE INCREASE IN HEALTH CARE COSTS. SEVERAL YEARS AGO, PARTNERS HEALTHCARE LAUNCHED A SERIES OF STRATEGIC INITIATIVES TO REDESIGN CARE WITH AN EMPHASIS ON IMPROVING QUALITY AND AFFORDABILITY. MULTI-DISCIPLINARY TEAMS FROM PHS AND FROM PARTNERS HEALTHCARE HOSPITALS WERE ASSEMBLED TO DEVELOP AND IMPLEMENT STRATEGIES FOR CHANGE THAT FOCUSED ON CARE REDESIGN INITIATIVES TO IMPROVE PATIENT CARE QUALITY AND OUTCOMES AND ON PATIENT AFFORDABILITY INITIATIVES TO MANAGE COST GROWTH AND REDUCE PER-UNIT COSTS IN DIRECT PATIENT CARE AND OVERHEAD. SINCE PARTNERS HEALTHCARE BEGAN THOSE INITIATIVES, THE PRESSURE TO REDUCE HEALTHCARE COSTS HAS CONTINUED, AND THE HEALTHCARE INDUSTRY HAS ALSO BEEN CHARACTERIZED BY THE GROWTH OF ALTERNATIVE PAYMENT MODELS THAT EMPHASIZE COST CONTROL AND QUALITY IMPROVEMENT OVER VOLUME, BY TIGHTER REFERRAL MANAGEMENT BY PROVIDER NETWORKS THAT ARE PARTICIPATING IN RISK CONTRACTS, AND BY INCREASED PRICE SENSITIVITY ON THE PART OF CONSUMERS, EMPLOYERS AND PROVIDER GROUPS. BUILDING ON THE CARE REDESIGN AND PATIENT AFFORDABILITY INITIATIVES THAT WERE STARTED SEVERAL YEARS AGO, PARTNERS HEALTHCARE IS COMMITTED TO CONTINUING TO BE A LEADER IN CLINICAL CARE AND SYSTEM INNOVATION AND TO LEAD IN THE SHIFT TO VALUE-DRIVEN HEALTHCARE IN MASSACHUSETTS THROUGH THE FOLLOWING STRATEGIC INITIATIVES: 1) POPULATION HEALTH MANAGEMENT 2) NETWORK STRATEGY 3) CONTRACTING AND INSURANCE MODELS 4) REFERRAL NETWORKS 5) PATIENT AFFORDABILITY/COST MANAGEMENT PLEASE VISIT HTTP://WWW.PARTNERS.ORG/ABOUT/PHILANTHROPY/COMMITMENT-TO-GIVING/DEFAULT FOR MORE INFORMATION ABOUT SPECIFIC PARTNERS' PROGRAMS AND INITIATIVES. |
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS AND FAMILY RELATIONSHIPS PETER MARKELL & RICHARD HOLBROOK & WILLIAM COWAN - BUSINESS RELATIONSHIP CHARLES GIFFORD & ANNE FINUCANE - BUSINESS RELATIONSHIP DAVID TORCHIANA AND PETER MARKELL - BUSINESS RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 6 | DECISIONS OF GOVERNING BODY SUBJECT TO MEMBER APPROVAL PURSUANT TO THE CORPORATE BYLAWS OF THE ORGANIZATION, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE MEMBERS OF THE ORGANIZATION: - MEMBERS SHALL DETERMINE THE NUMBER OF PHS DIRECTORS AND SHALL ELECT PHS DIRECTORS. MEMBERS MAY, BY A VOTE, INCREASE THE NUMBER OF PHS DIRECTORS. - MEMBERS MAY DECREASE THE NUMBER OF PHS DIRECTORS, BUT ONLY TO ELIMINATE VACANCIES EXISTING BY REASON OF THE DEATH, RESIGNATION OR REMOVAL OF ONE OR MORE ELECTED PHS DIRECTORS. - MEMBERS MAY REMOVE A PHS DIRECTOR WITH OR WITHOUT CAUSE BY VOTE. - MEMBERS MAY AMEND PHS BYLAWS IN WHOLE OR IN PART OR MAY REPEAL AND ADOPT NEW BYLAWS. MEMBERS MAY ADOPT, AMEND OR REPEAL ANY BYLAW, INCLUDING ANY BYLAWS ADOPTED, AMENDED OR REPEALED BY THE DIRECTORS. PURSUANT TO THE LAWS OF MASSACHUSETTS, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE MEMBER OF THE ORGANIZATION: - AMEND OR RESTATE THE ARTICLES OF ORGANIZATION - CONSOLIDATION OR MERGER - SALE, LEASE, EXCHANGE OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATIONS PROPERTY OR ASSETS. |
| FORM 990, PART VI, SECTION A, LINE 7A | EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE HAS ALL OF THE RESPONSIBILITIES AND AUTHORITY OF THE DIRECTORS DURING INTERVALS BETWEEN MEETINGS OF THE DIRECTORS EXCEPT FOR THE POWERS SPECIFIED IN SECTION 55 OF MASSACHUSETTS GENERAL LAWS, CHAPTER 156B. THE COMMITTEE CONSISTS OF THREE TO FIVE DIRECTORS OF THE CORPORATION APPOINTED ANNUALLY BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | SEE STATEMENT ON QUESTION 6 |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 REVIEW THE FORM 990 WAS PREPARED AND REVIEWED BY THE PARTNERS HEALTHCARE SYSTEM, INC. (PHS) TAX DEPARTMENT. CERTAIN KEY SECTIONS WERE ALSO REVIEWED BY THE PHS EXECUTIVE VICE PRESIDENT OF ADMINISTRATION AND FINANCE, CFO AND TREASURER; AND BY THE PHS GENERAL COUNSEL. THE EXECUTIVE VICE PRESIDENT OF ADMINISTRATION AND FINANCE, CFO AND TREASURER REVIEWED AND SIGNED THE FORM 990. THE COMPENSATION DISCLOSURES WERE PRESENTED TO AND DISCUSSED WITH THE PHS COMPENSATION COMMITTEE AT THE MAY 2, 2017 MEETING. THE PROCESS FOR PREPARING AND REVIEWING FORM 990 WAS DISCUSSED AT THE MAY 4, 2017 MEETING OF THE AUDIT AND COMPLIANCE COMMITTEE OF THE PHS BOARD OF DIRECTORS. THE FINAL FILING VERSION OF THE FORM 990 WAS PROVIDED TO EACH VOTING BOARD MEMBER PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY FOR PURPOSES OF ITS ANNUAL TAX FILING, PARTNERS HEALTHCARE HAS AN ANNUAL QUESTIONNAIRE PROCESS FOR OBTAINING INFORMATION ON INTERESTS THAT MAY GIVE RISE TO CONFLICTS FROM ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES. IN ADDITION, IN CONNECTION WITH PARTNERS' CONFLICT OF INTEREST POLICY, THE PARTNERS OFFICE FOR INTERACTIONS WITH INDUSTRY AND OFFICE OF GENERAL COUNSEL WORK TOGETHER TO PERIODICALLY DISTRIBUTE, COLLECT AND REVIEW DISCLOSURE STATEMENTS FROM THESE INDIVIDUALS. THE INFORMATION ON EACH SUCH DISCLOSURE IS REVIEWED BY EACH INDIVIDUAL'S SUPERVISOR (WHO IN THE CASE OF DIRECTORS AND TRUSTEES IS DEEMED TO CONSIST OF THE CHAIRMAN OF THE BOARD AND THE ENTITY'S PRESIDENT/CEO, WHO REVIEW THE DISCLOSURES WITH THE ASSISTANCE OF THE GENERAL COUNSEL OR ATTORNEY REPRESENTATIVES OF HIS OFFICE). PRTNERS HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL ENTITIES IN THE SYSTEM, AND WHICH IS DESIGNED TO: (1) IDENTIFY RELATIONSHIPS AND CONDUCT THAT CREATE EITHER CONFLICTS OF INTEREST OR CONFLICTS OF COMMITMENT; (2) ESTABLISH A SYSTEM FOR DISCLOSING AND RESOLVING POTENTIAL CONFLICTS; AND (3) ENSURE THAT TRANSACTIONS ARE NEGOTIATED AT ARM'S LENGTH AND THAT PAYMENTS ARE AT FAIR MARKET VALUE. UNDER OUR POLICY, WHEN A CONFLICT ARISES, THE INDIVIDUAL ASSOCIATED WITH THE OUTSIDE ENTITY IN QUESTION MUST PROVIDE FULL DISCLOSURE AND COMPLETELY RECUSE HIM/HERSELF FROM ANY INSTITUTIONAL DECISION-MAKING ABOUT THE TRANSACTION. IN APPROPRIATE CIRCUMSTANCES, (I) THE CORPORATION MUST CONSIDER AT LEAST TWO ALTERNATIVE DISINTERESTED COMPETITIVE PROPOSALS; OR MUST DETERMINE THAT TWO SUCH COMPETITIVE PROPOSALS DO NOT EXIST OR THAT IT WOULD BE IMPRACTICAL TO ELICIT OR CONSIDER SUCH COMPETITIVE PROPOSALS; AND (II) THE CORPORATION MUST DETERMINE THAT, NOTWITHSTANDING THE APPARENT CONFLICT, THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AND IS IN THE BEST INTERESTS OF THE CORPORATION. A WRITTEN RECORD MUST BE MADE OF THESE DETERMINATIONS. FURTHERMORE, TRANSACTIONS THAT PRESENT PARTICULARLY SIGNIFICANT CONFLICTS ARE REVIEWED BY AN INDEPENDENT COMMITTEE OF PARTNERS, WHICH REVIEW IS ALSO DOCUMENTED. CONFLICTS OF COMMITMENT BY THE PARTNERS PRESIDENT AND CEO ARE ADDRESSED BY REQUIRING OUTSIDE ACTIVITIES TO BE APPROVED BY THE PARTNERS BOARD CHAIR. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION HAS A BOARD LEVEL COMPENSATION COMMITTEE THAT REVIEWS AND APPROVES THE COMPENSATION FOR ALL LISTED OFFICERS AND KEY EMPLOYEES EXCEPT THE SECRETARY. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD WHO ARE NOT EMPLOYED BY THE ORGANIZATION, AND NO MEMBER MAY PARTICIPATE IN THE REVIEW AND APPROVAL OF COMPENSATION IF THE MEMBER HAS A CONFLICT OF INTEREST WITH RESPECT TO THAT COMPENSATION ARRANGEMENT. THE COMMITTEE RELIES ON DATA, PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH INCLUDES COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS, IN FUNCTIONALLY COMPARABLE POSITIONS, AT SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN MINUTES OF THE MEETING. THIS REVIEW PROCESS OCCURS ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 18 | N/A |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS THE ORGANIZATION'S GOVERNING DOCUMENTS ARE FILED WITH THE MASSACHUSETTS SECRETARY OF STATE AND THE FINANCIAL STATEMENTS ARE FILED WITH THE MASSACHUSETTS ATTORNEY GENERAL, ALL OF WHICH ARE OPEN TO PUBLIC INSPECTION. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FUNDED STATUS OF DEFINED BENEFIT PLANS -1,374,614. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| PARTNERS HEALTHCARE INTERNATIONAL LLC | |||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 205281203 | MED TRAINING | MA | $15,373,884 | $19,280,534 | PHS |
| PD PRODUCTIONS LLC | |||||||||
| 101 MERRIMAC STREET 3RD FLOOR | BOSTON | MA | 02114 | 562383458 | MED EDUCATION | MA | $0 | $0 | PHS |
| PARTNERS PRIVATE CARE LLC | |||||||||
| 1101 WORCESTER ROAD | FRAMINGHAM | MA | 01701 | 263871702 | HOME HEALTH | MA | $11,537,090 | $4,071,588 | PHC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (46 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE MASSACHUSETTS GENERAL HOSPITAL (MGH) | ||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 041564655 | HEALTHCARE | MA | 501(C)(3) | 7 | PHS | Yes (1) |
| THE GENERAL HOSPITAL COPORATION | ||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 042697983 | HEALTHCARE | MA | 501(C)(3) | 3 | MGH | Yes (1) |
| MASSACHUSETTS GENERAL PHYSICIANS ORG | ||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 042807148 | HEALTHCARE | MA | 501(C)(3) | 9 | MGH | Yes (1) |
| THE MGH HEALTH SERVICES CORPORATION | ||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 222717383 | HEALTHCARE | MA | 501(C)(3) | 11A | MGH | Yes (1) |
| THE MGH INSTITUTE OF HEALTH PROFESSIONS | ||||||||||
| 36 FIRST AVENUE | CHARLESTOWN | MA | 02129 | 042868893 | MED EDUCATION | MA | 501(C)(3) | 2 | MGH | Yes (1) |
| MCLEAN HEALTHCARE INC (MHC) | ||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | 204572876 | ADMIN SUPPORT | MA | 501(C)(3) | 11A | MGH | Yes (1) |
| THE MCLEAN HOSPITAL CORPORATION | ||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | 042697981 | HEALTHCARE | MA | 501(C)(3) | 3 | MHC | 0 |
| MARTHA'S VINEYARD HOSPITAL INC (MVH) | ||||||||||
| LINTON LANE PO BOX 1477 | OAK BLUFFS | MA | 02557 | 042104691 | HEALTHCARE | MA | 501(C)(3) | 3 | MGH | 0 |
| WNR INC | ||||||||||
| 1 LINTON LANE | OAK BLUFFS | MA | 02557 | 043419920 | NURSING SVCS. | MA | 501(C)(3) | 9 | MVH | 0 |
| NANTUCKET COTTAGE HOSPITAL (NCH) | ||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | 042103823 | HEALTHCARE | MA | 501(C)(3) | 3 | MGH | 0 |
| NANTUCKET COTTAGE HOSPITAL FOUNDATION | ||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | 043829745 | ADMIN SUPPORT | MA | 501(C)(3) | 11A | NCH | 0 |
| BRIGHAM AND WOMEN'S HEALTH CARE (BWHC) | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 042921338 | ADMIN SUPPORT | MA | 501(C)(3) | 7 | PHS | 0 |
| THE BRIGHAM AND WOMEN'S HOSPITAL (BWH) | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 042312909 | HEALTHCARE | MA | 501(C)(3) | 3 | BWHC | 0 |
| BIOSCIENCES RESEARCH FOUNDATION INC | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 222483849 | PROMOTE RES. | MA | 501(C)(3) | 11A | BWHC | Yes (1) |
| BWH RESEARCH INC | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 043011445 | MED RESEARCH | MA | 501(C)(3) | 11A | BWHC | Yes (1) |
| BRIGHAM COMMUNITY PRACTICES INC | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 222588069 | HEALTHCARE | MA | 501(C)(3) | 9 | BWHC | Yes (1) |
| BRIGHAM AND WOMEN'S PHYS ORG (BWPO) | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 043466314 | HEALTHCARE | MA | 501(C)(3) | 9 | BWHC | Yes (1) |
| BRIGHAM MEDICAL RES & EDU FOUNDATION | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 043539249 | MED RES & EDU | MA | 501(C)(3) | 11A | BWPO | Yes (1) |
| BRIGHAM & WOMEN'S OB-GYN RES & EDU | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 043494863 | MED RES & EDU | MA | 501(C)(3) | 7 | BWPO | Yes (1) |
| BRIGHAM PATHOLOGY RES & EDU FOUNDATION | ||||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 043541111 | MED RES & EDU | MA | 501(C)(3) | 11A | BWPO | Yes (1) |
| BRIGHAM AND WOMEN'S FAULKNER HOSP(BWFH) | ||||||||||
| 1153 CENTRE STREET | BOSTON | MA | 02130 | 042768256 | HEALTHCARE | MA | 501(C)(3) | 3 | BWHC | Yes (1) |
| VILLAGE MANOR NURSING HOME INC | ||||||||||
| 1153 CENTRE STREET | BOSTON | MA | 02130 | 042775265 | NURSING HOME | MA | 501(C)(3) | 3 | BWFH | Yes (1) |
| PARTNERS CONTINUING CARE INC (PCC) | ||||||||||
| PRUDENTIAL TOWER 800 BOYLSTON STREE | BOSTON | MA | 02199 | 260003495 | ADMIN SUPPORT | MA | 501(C)(3) | 11A | PHS | Yes (1) |
| SPAULDING REHABILITATION HOSPITAL CORP | ||||||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | 042551124 | HEALTHCARE | MA | 501(C)(3) | 3 | PCC | Yes (1) |
| REHAB HOSPITAL OF THE CAPE & ISLANDS | ||||||||||
| 311 SERVICE ROAD | EAST SANDWICH | MA | 02537 | 043071419 | HEALTHCARE | MA | 501(C)(3) | 3 | PCC | Yes (1) |
| SHAUGHNESSY-KAPLAN REHABILITATION HOSP | ||||||||||
| DOVE AVENUE | SALEM | MA | 01970 | 043067082 | HEALTHCARE | MA | 501(C)(3) | 3 | PCC | Yes (1) |
| PARTNERS HOME CARE INC (PHC) | ||||||||||
| 281 WINTER STREET | WALTHAM | MA | 02451 | 042918280 | HOME HEALTH | MA | 501(C)(3) | 9 | PCC | Yes (1) |
| PARTNERS HOSPICE INC | ||||||||||
| 48 WOERD AVENUE 102 | WALTHAM | MA | 02453 | 042730504 | HOME HEALTH | MA | 501(C)(3) | 7 | PHC | Yes (1) |
| FRC INC | ||||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | 222632121 | HEALTHCARE | MA | 501(C)(3) | 3 | PCC | Yes (1) |
| NSMC HEALTHCARE INC (NSHC) | ||||||||||
| 81 HIGHLAND AVENUE | SALEM | MA | 01970 | 043294420 | ADMIN SUPPORT | MA | 501(C)(3) | 11A | PHS | Yes (1) |
| NORTH SHORE MEDICAL CENTER INC | ||||||||||
| 81 HIGHLAND AVENUE | SALEM | MA | 01970 | 043399616 | HEALTHCARE | MA | 501(C)(3) | 3 | NSHC | Yes (1) |
| NORTH SHORE PHYSICIANS GROUP INC | ||||||||||
| 81 HIGHLAND AVENUE | SALEM | MA | 01970 | 043080484 | HEALTHCARE | MA | 501(C)(3) | 11A | NSHC | Yes (1) |
| NEWTON-WELLESLEY HEALTHCARE SYSTEM(NWHC) | ||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 204295282 | ADMIN SUPPORT | MA | 501(C)(3) | 11A | PHS | Yes (1) |
| NEWTON-WELLESLEY HOSPITAL | ||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 042103611 | HEALTHCARE | MA | 501(C)(3) | 3 | NWHC | Yes (1) |
| NEWTON-WELLESLEY AMBULATORY SERVICES | ||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 222560501 | HEALTHCARE | MA | 501(C)(3) | 11A | NWHC | Yes (1) |
| NEWTON-WELLESLEY HOSP CHARITABLE FOUND | ||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 043455952 | FUNDRAISING | MA | 501(C)(3) | 7 | NWHC | Yes (1) |
| NEWTON-WELLESLEY CHILDREN'S CORNER INC | ||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 042650246 | CHILD CARE | MA | 501(C)(3) | 9 | NWHC | Yes (1) |
| PARTNERS MEDICAL INTERNATIONAL INC | ||||||||||
| 100 CAMBRIDGE STREET | BOSTON | MA | 02114 | 043197711 | MED. TRAINING | MA | 501(C)(3) | 11A | PHS | Yes (1) |
| SPAULDING HOSPITAL - CAMBRIDGE INC | ||||||||||
| 1575 CAMBRIDGE STREET | CAMBRIDGE | MA | 02138 | 270273715 | HOSPITAL | MA | 501(C)(3) | 3 | PCC | Yes (1) |
| NANTUCKET PHYSICIAN ORGANIZATION INC | ||||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | 264349357 | HEALTHCARE | MA | 501(C)(3) | 9 | MGH | Yes (1) |
| NEIGHBORHOOD HEALTH PLAN INC (NHP) | ||||||||||
| 253 SUMMER STREET | BOSTON | MA | 02210 | 042932021 | INSURANCE | MA | 501(C)(4) | NONE | PHS | Yes (1) |
| COMMUNITY MEDICAL ALLIANCE INC | ||||||||||
| 253 SUMMER STREET | BOSTON | MA | 02210 | 043454185 | INSURANCE | MA | 501(C)(3) | 11A | NHP | Yes (1) |
| COOLEY DICKINSON HOSPITAL INC | ||||||||||
| 30 LOCUST STREET | NORTHAMPTON | MA | 01060 | 222617175 | HOSPITAL | MA | 501(C)(3) | 3 | CDHCC | Yes (1) |
| VNA & HOSPICE OF COOLEY DICKINSON INC | ||||||||||
| 168 INDUSTRIAL DRIVE | NORTHAMPTON | MA | 01060 | 042104788 | HOME HEALTH | MA | 501(C)(3) | 9 | CDHCC | Yes (1) |
| COOLEY DICKINSON HEALTH CARE CORP CDHCC | ||||||||||
| 30 LOCUST STREET | NORTHAMPTON | MA | 01060 | 042103561 | ADMIN SUPPORT | MA | 501(C)(3) | 11B | MGH | Yes (1) |
| CD PRACTICE ASSOCIATES INC | ||||||||||
| POBOX 911 | NORTHAMPTON | MA | 01060 | 043194547 | HEALTHCARE | MA | 501(C)(3) | 9 | CDHCC | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHS BAY COLONY FUND | ||||||||||||||
| 245 PARK AVENUE | NY | NY | 10167 | 133887448 | INVESTMENTS | DE | PPIA | EXCLUDED | -$361,236 | $534,599 | 0 | -$10,364 | 0 | 0.93950 |
| WELLINGTON TRUST COMPANY NA CTF QUALITY | ||||||||||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | 046657593 | INVESTMENTS | MA | PPIA | EXCLUDED | $4,820,396 | $62,675,729 | 0 | 0 | 0.80310 | |
| PARTNERS INNOVATION FUND LLC | ||||||||||||||
| 101 HUNTINGTON AVENUE 4TH FLOOR | BOSTON | MA | 02199 | 262899986 | INVESTMENTS | MA | EXCLUDED | $11,760 | $27,171,848 | 0 | 0 | 1.00000 | ||
| PARTNERS HEALTHCARE SYSTEM POOLED INVEST | ||||||||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | 043268842 | INVESTMENTS | MA | PHS | EXCLUDED | $72,739,680 | $7,511,702,124 | 0 | $1,213,498 | 0 | 0.99800 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEWTON-WELLESLEY PHYSICIAN HOSPITAL ORG | ||||||||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | 043209749 | HEALTHCARE | MA | NWHC | C | $69,545,000 | $16,025,000 | 1.00000 | Yes (1) |
| HARBOR MEDICAL ASSOCIATES | ||||||||||||
| 541 MAINSTREET SUITE 400 | SOUTH WEYMOUTH | MA | 02190 | 042702579 | HEALTHCARE | MA | BWPO | C | $59,122,251 | $12,820,805 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (63 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE MASSACHUSETTS GENERAL HOSPITAL | ||
| A | $28,324,902 | FMV |
| THE GENERAL HOSPITAL CORPORATION | ||
| A | $16,214,056 | FMV |
| NEWTON-WELLESLEY HOSPITAL | ||
| A | $5,043,161 | FMV |
| THE BRIGHAM AND WOMEN'S HOSPITAL | ||
| A | $39,262,306 | FMV |
| THE MCLEAN HOSPITAL CORPORATION | ||
| A | $1,730,247 | FMV |
| THE SPAULDING REHABILITATION HOSPITAL CORP | ||
| A | $390,164 | FMV |
| REHABILITATION HOSPITAL OF THE CAPE & ISLANDS | ||
| A | $326,310 | FMV |
| BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC | ||
| A | $699,349 | FMV |
| NORTH SHORE MEDICAL CENTER | ||
| A | $16,184,945 | FMV |
| FRC INC | ||
| A | $147,015 | FMV |
| MASSACHUSETTS GENERAL PHYSICIANS ORG INC | ||
| A | $4,191,555 | FMV |
| COOLEY DICKINSON HOSPITAL INC | ||
| A | $2,464,638 | FMV |
| PARTNERS CONTINUING CARE | ||
| A | $24,021 | FMV |
| PARTNERS CONTINUING CARE | ||
| B | $46,100,389 | FMV |
| THE SPAULDING REHABILITATION HOSPITAL CORP | ||
| B | $5,496,472 | FMV |
| REHABILITATION HOSPITAL OF THE CAPE & ISLANDS | ||
| B | $1,726,356 | FMV |
| PARTNERS HOME CARE INC | ||
| B | $1,272,817 | FMV |
| FRC INC | ||
| B | $1,609,674 | FMV |
| SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL | ||
| B | $1,932,057 | FMV |
| NEIGHBORHOOD HEALTH PLAN | ||
| B | $123,800,000 | FMV |
| MCLEAN HEALTHCARE INC | ||
| B | $5,000,000 | FMV |
| SPAULDING HOSPITAL - CAMBRIDGE | ||
| B | $3,677,267 | FMV |
| PARTNERS COMMUNITY PHYSICIANS ORGANIZATION | ||
| C | $11,004,311 | FMV |
| BRIGHAM AND WOMEN'S HEALTH CARE INC | ||
| C | $49,972,688 | FMV |
| THE MASSACHUSETTS GENERAL HOSPITAL | ||
| C | $66,812,753 | FMV |
| MCLEAN HEALTHCARE | ||
| C | $3,457,446 | FMV |
| THE BRIGHAM AND WOMEN'S HOSPITAL | ||
| C | $23,234,801 | FMV |
| NSMC HEALTHCARE | ||
| C | $8,927,456 | FMV |
| NEWTON-WELLESLEY HOSPITAL | ||
| C | $5,209,819 | FMV |
| NEWTON-WELLESLEY HEALTH CARE SYSTEM | ||
| C | $9,305,561 | FMV |
| NEWTON-WELLESLEY HOSPITAL CHARITABLE FOUND | ||
| C | $128,356 | FMV |
| PARTNERS CONTINUING CARE | ||
| C | $6,884,525 | FMV |
| MARTHA'S VINEYARD HOSPITAL | ||
| C | $1,553,785 | FMV |
| NANTUCKET COTTAGE HOSPITAL | ||
| C | $787,283 | FMV |
| NEIGHBORHOOD HEALTH PLAN | ||
| C | $2,112,000 | FMV |
| THE BRIGHAM AND WOMEN'S HOSPITAL | ||
| D | $95,257,000 | FMV |
| THE MCLEAN HOSPITAL CORPORATION | ||
| D | $19,729,813 | FMV |
| NORTH SHORE MEDICAL CENTER | ||
| D | $108,240,000 | FMV |
| THE MASSACHUSETTS GENERAL HOSPITAL | ||
| K | $807,695 | FMV |
| THE MASSACHUSETTS GENERAL HOSPITAL | ||
| L | $7,114,428 | FMV |
| THE GENERAL HOSPITAL CORPORATION | ||
| L | $276,477,076 | FMV |
| MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION | ||
| L | $11,529,784 | FMV |
| THE SPAULDING REHABILITATION HOSPITAL CORP | ||
| L | $12,563,841 | FMV |
| PARTNERS HOME CARE | ||
| L | $6,986,428 | FMV |
| FRC INC | ||
| L | $1,227,675 | FMV |
| SPAULDING HOSPITAL - CAMBRIDGE | ||
| L | $4,444,256 | FMV |
| REHABILITATION HOSPITAL OF THE CAPE & ISLANDS | ||
| L | $2,761,771 | FMV |
| PARTNERS CONTINUING CARE | ||
| L | $1,015,771 | FMV |
| MARTHAS VINEYARD HOSPITAL | ||
| L | $3,039,679 | FMV |
| NANTUCKET COTTAGE HOSPITAL | ||
| L | $2,540,315 | FMV |
| THE MCLEAN HOSPITAL CORPORATION | ||
| L | $15,524,614 | FMV |
| THE MGH INSTITUTE OF HEALTH PROFESSIONS | ||
| L | $987,797 | FMV |
| THE BRIGHAM AND WOMEN'S HOSPITAL | ||
| L | $217,154,974 | FMV |
| BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION | ||
| L | $6,497,851 | FMV |
| BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC | ||
| L | $17,133,486 | FMV |
| NORTH SHORE MEDICAL CENTER | ||
| L | $43,717,127 | FMV |
| NORTH SHORE PHYSICIANS GROUP | ||
| L | $165,953 | FMV |
| NEWTON-WELLESLEY HOSPITAL | ||
| L | $37,579,153 | FMV |
| PARTNERS PHYSICIANS ORGANIZATION | ||
| L | $6,742,692 | FMV |
| NEIGHBORHOOD HEALTH PLAN | ||
| L | $2,674,641 | FMV |
| BRIGHAM AND WOMEN'S HEALTHCARE INC | ||
| L | $113,680 | FMV |
| COOLEY DICKINSON HOSPITAL | ||
| L | $1,078,804 | FMV |
| NEWTON-WELLESLEY AMBULATORY SERVICES | ||
| L | $82,925 | FMV |