2017-08-14T10:46:54-05:00 2016-09-30 PricewaterhouseCoopers LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2015-10-01 463556853 BMC Health System Inc % KAITLYN CLIFFORD BMCH 6176387901 ONE BOSTON MEDICAL CENTER PLACE BOSTON MA 02118 JULIE JONCAS VP FOR FINANCE 6176387901 2017-08-11 true GWEN SPENCER P00641463 6175305000 2017-08-03 2015 2021-01-29 14:40:06Z KATHLEEN E WALSH 88 EAST NEWTON STREET BOSTON MA 02118 55247 false X N/A X 2013 MA BMC Health System, Inc.'s mission is to provide governance, long-term strategic planning, and budgetary and financial assistance for Boston Medical Center and its affiliates. 11 10 0 13 0 0 0 0 0 51068 55247 0 0 51068 55247 0 0 0 0 2630662 6272985 0 0 0 6186751 5444258 8817413 11717243 -8766345 -11661996 64009769 64502942 9861095 19966522 54148674 44536420 BMC HEALTH SYSTEM, INC.'S MISSION IS TO PROVIDE GOVERNANCE, LONG-TERM STRATEGIC PLANNING, AND BUDGETARY AND FINANCIAL ASSISTANCE FOR BOSTON MEDICAL CENTER CORPORATION AND OTHER AFFILIATES THAT SHARE THEIR MISSION TO SUPPORT BOSTON MEDICAL CENTER CORPORATION. false false 11704393 SINCE ITS FORMATION ON JULY 1, 2013, BMC HEALTH SYSTEM, INC. HAS, IN ACCORDANCE WITH ITS MISSION, PROVIDED GOVERNANCE, STRATEGIC PLANNING, AND BUDGETARY ASSISTANCE FOR BOSTON MEDICAL CENTER CORPORATION AND OTHER AFFILIATES THAT SHARE AS THEIR MISSION SUPPORT OF BOSTON MEDICAL CENTER CORPORATION. 11704393 true false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 0 0 0 false false false false false false false false false false X 11 10 true false true false false false false true true false false true true true true true true false false false MA X KAITLYN CLIFFORD 6174145907 88 EAST NEWTON STREET BOSTON MA 02118 EDMOND ENGLISH TRUSTEE/CHAIR (UNTIL 6/14/16) 1.0 1.0 X X 0 0 0 KATHLEEN E WALSH PRESIDENT/TRUSTEE 1.0 52.5 X X 0 1410618 97132 DAVID AMENT TRUSTEE 1.0 2.0 X 0 0 0 WILLIAM R CREEVY MD TRUSTEE 1.0 2.0 X 0 0 0 PEGGY KOENIG TRUSTEE 1.0 1.0 X 0 0 0 MARK NUNNELLY TRUSTEE 1.0 1.0 X 0 0 0 JAMES PHALEN TRUSTEE/CHAIR (AS OF 6/14/16) 1.0 1.0 X 0 0 0 MARTHA SAMUELSON TRUSTEE 1.0 1.0 X 0 0 0 RICHARD SLIFKA TRUSTEE 1.0 1.0 X 0 0 0 RAYMOND HAMMOND MD TRUSTEE (UNTIL 9/28/16) 1.0 0.0 X 0 0 0 JAMES BLUE TRUSTEE (AS OF 6/14/16) 1.0 1.0 X 0 0 0 MATTHEW BOTEIN TRUSTEE (AS OF 6/14/16) 1.0 0.0 X 0 0 0 MANUEL LOPES TRUSTEE 1.0 2.0 X 0 0 0 RICHARD SILVERIA TREASURER 1.0 53.5 X 0 629090 81747 DAVID BECK CLERK 1.0 59.5 X 0 457312 64425 0 2497020 243304 0 false true false OCHIN INC 1881 SW NAITO PARKWAY PORTLAND OR 97201 CONSULTING 4751610 MANATT PHELPS PHILLIP 11355 W OLYMPIC BOULEVARD LOS ANGELES CA 90064 LEGAL SERVICES 921886 2 0 0 55247 55247 0 0 0 0 0 0 0 0 0 0 55247 55247 0 0 0 0 0 0 5785546 5785546 0 487439 487439 0 0 0 12850 12850 0 0 0 921886 921886 0 0 0 0 0 0 0 0 0 0 25882 25882 1000000 1000000 ACO INSTITUTIONAL SUPPORT 1736009 1736009 TAXES 35 35 PHYSICIAN SERVICES 184280 184280 LOAN FORGIVENESS 1563316 1563316 11717243 11704393 12850 0 0 0 28395734 26884101 0 0 30948499 27338709 0 0 0 0 4665536 9788653 0 0 0 0 517361 25882 0 491479 0 0 0 0 0 0 0 0 0 0 64009769 64502942 0 3828070 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9861095 16138452 9861095 19966522 X 54148674 44536420 0 0 0 0 54148674 44536420 64009769 64502942 X -11661996 2049742 X false true X true false X X X 1 BOSTON MEDICAL CENTER 043314093 3 true 0 0 1 true false false false false false false false false false false false false false false false SCHEDULE A, PART IV, SECTION C, LINE 1 BMC HEALTH SYSTEM is both supervised and controlled in connection with Boston Medical Center Corporation, THE SUPPORTED ORGANIZATION, because: (a) all of the Corporations officers are also officers of Boston Medical Center Corporation serving in the same roles; and (b) 9 of the Corporations 12 TRUSTEES are also TRUSTEES of Boston Medical Center Corporation. By reason of the foregoing relationship, the Corporation and its TRUSTEES and officers are responsive to the needs and requirements of Boston Medical Center Corporation and related 501(c)(3) organizations that share as their mission support of Boston Medical Center Corporation. 517361 25882 491479 491479 0 DUE TO BACO 2343507 DUE TO BMC 13148174 DUE TO FPF 646771 16138452 SCHEDULE D, PART X, LINE 2: THE ORGANIZATION'S FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48. false true false false false false false false false KATHLEEN E WALSH PRESIDENT/TRUSTEE 0 1012006 0 286563 0 112049 0 91925 0 5207 0 1507750 0 50875 RICHARD SILVERIA TREASURER 0 501057 0 104391 0 23642 0 48750 0 32997 0 710837 0 16342 DAVID BECK CLERK 0 375145 0 77781 0 4386 0 43250 0 21175 0 521737 0 1333 SCHEDULE J, PART I, LINE 3 BMC HEALTH SYSTEM, INC. RELIED ON BOSTON MEDICAL CENTER (BMC), A RELATED ORGANIZATION OF BMC HEALTH SYSTEM, INC., TO ESTABLISH ITS PRESIDENT/CEO'S COMPENSATION. ALL METHODS INCLUDED ON LINE 3 ARE UTILIZED BY BMC TO ESTABLISH THE PRESIDENT/CEO'S COMPENSATION. SCHEDULE J, PART I, LINE 4B BOSTON MEDICAL CENTER PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO CERTAIN EXECUTIVES. AMOUNTS ARE CREDITED TO PARTICIPANTS' ACCOUNTS EACH YEAR. PLAN AMOUNTS ARE SUBJECT TO FORFEITURE AND PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET, AS OUTLINED IN THE PLAN AGREEMENT. BOSTON MEDICAL CENTER MAINTAINS AN EXECUTIVE BENEFIT PLAN WHICH OFFERS PARTICIPATING EXECUTIVES THE OPTION OF ANNUALLY ALLOCATING BENEFIT DOLLARS TO A SUPPLEMENTAL RETIREMENT/PRE-TAX SAVINGS ACCOUNT. AMOUNTS VEST ON SPECIFIED DATES BASED ON CONTINUED EMPLOYMENT BUT NO LATER THAN THE EXECUTIVE'S 62ND BIRTHDAY. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING EXECUTIVES IN CALENDAR YEAR 2015: DAVID BECK - $1,608 RICH SILVERIA - $20,864 KATHLEEN WALSH - $55,794 BMC PROVIDED A SEPARATE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO KATHLEEN E. WALSH, PRESIDENT AND CEO AS OF MARCH 1, 2010. PURSUANT TO THE TERMS OF THE AGREEMENT, certain amounts were credited to the President and CEO's account in prior years. THESE AMOUNTS ARE SUBJECT TO FORFEITURE AND PAYMENT WILL BE MADE ONLY IF CERTAIN CONDITIONS ARE MET, AS OUTLINED IN THE AGREEMENT. FOR CALENDAR YEAR 2015 $48,477 WAS VESTED AND IS REFLECTED IN SCHEDULE J, PART II, COLUMN B(III). Form 990, Part VI, Section A, Line 2 KATHLEEN E. WALSH DAVID AMENT JAMES BLUE BUSINESS RELATIONSHIP EACH SERVES AS A DIRECTOR OF BOSTON MEDICAL HEALTH PLAN WILLIAM R. CREEVY, MD DAVID BECK BUSINESS RELATIONSHIP - DAVID BECK SERVES AS OFFICER OF BOSTON UNIVERSITY ORTHOPAEDIC SURGICAL ASSOCIATES, INC. WHERE WILLIAM R. CREEVY, MD IS AN EMPLOYEE. CERTAIN OFFICERS AND DIRECTORS OF BMC Health System,Inc. ALSO SERVE AS OFFICERS AND DIRECTORS OF BOSTON MEDICAL CENTER, A RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 4 BMC HEALTH SYSTEM, INC. AMENDED ITS BYLAWS TO PROVIDE FOR A TOTAL OF FIFTEEN TRUSTEES, AN ADDITIONAL THREE TRUSTEES FROM THE PREVIOUS BYLAWS WHICH ALLOWED FOR TWELVE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B BMC HEALTH SYSTEM, INC.'S FORM 990 IS PREPARED BY PRICEWATERHOUSECOOPERS (PWC) AND REVIEWED BY BOSTON MEDICAL CENTER'S (BMC) AND BMC HEALTH SYSTEM'S INTERNAL MANAGEMENT. FOLLOWING THAT REVIEW, BMC'S INTERNAL MANAGEMENT AND PWC PRESENT THE FORM 990 TO THE AUDIT COMMITTEE FOR REVIEW AND COMMENT. THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO THE FORM BEING FILED WITH THE IRS. BOARD OF TRUSTEES PRIOR TO THE FORM BEING FILED WITH THE IRS. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST QUESTIONNAIRES FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2016 WERE DISTRIBUTED BY BMC'S CORPORATE COMPLIANCE DEPARTMENT. THE CHIEF COMPLIANCE OFFICER OR HER DESIGNEE QUERIES TRUSTEES, OFFICERS AND DIRECTORS ON AT LEAST AN ANNUAL BASIS REGARDING RELATIONSHIPS THAT MAY CREATE POTENTIAL CONFLICTS OF INTEREST. THE CHIEF COMPLIANCE OFFICER OR HER DESIGNEE REVIEWS ALL DISCLOSURES AND DETERMINES WHETHER THERE ARE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE CHIEF COMPLIANCE OFFICER OR HER DESIGNEE INFORMS THE CHIEF LEGAL COUNSEL OF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE CHIEF LEGAL COUNSEL ADVISES THE BOARD OF TRUSTEES AND OFFICERS OF THE CORPORATION ACCORDINGLY. FORM 990, PART VI, LINE 15 A&B THE OFFICERS ARE NOT COMPENSATED IN THEIR CAPACITY AS OFFICERS OF BMC HEALTH SYSTEM, INC. THE PRESIDENT, TREASURER AND CLERK ARE ALSO EMPLOYEES OF BOSTON MEDICAL CENTER ("BMC"), FOR WHICH THEY ARE COMPENSATED. THEREFORE, THEIR COMPENSATION AND BENEFITS ARE DETERMINED BY BMC. FORM 990, PART VI, LINE 19 BMC HEALTH SYSTEM, INC. DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS PUBLICLY AVAILABLE. HOWEVER, THE ARTICLES OF THE ORGANIZATION ARE POSTED ON THE SECRETARY OF THE COMMONWEALTH'S WEBSITE. 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