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MASS GENERAL BRIGHAM INCORPORATED: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MASS GENERAL BRIGHAM INCORPORATED (EIN 04-3230035)
Tax period
2014-10-01 to 2015-09-30
Filed
2016-08-15
IRS object ID
201632289349300803
Schema version
2014v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-15T06:44:33-05:00ReturnTs
Tax Period End2015-09-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2014-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043230035EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Partners HealthCare System IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% PARTNERS FIN-TAX DIRInCareOfNm
Business Name ControlPARTBusinessNameControlTxt
Phone8572820747PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1399 REVOLUTION DRIVE SUITE 645AddressLine1Txt
CitySomervilleCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02145ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER K MARKELLPersonNm
Person TitleCFO & TREASURERPersonTitleTxt
Signature2016-08-10SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerDAVID F TORCHIANA MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 BOYLSTON STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02199ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$847,121,743GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp:www.partners.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionPartners 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 Body17VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee7182TotalEmployeeCnt
Total Gross UBI$13,807,002TotalGrossUBIAmt
PY Contributions Grants$159,546,959PYContributionsGrantsAmt
CY Contributions Grants$183,067,721CYContributionsGrantsAmt
PY Program Service Revenue$620,406,375PYProgramServiceRevenueAmt
CY Program Service Revenue$668,849,624CYProgramServiceRevenueAmt
PY Investment Income-$67,117,698PYInvestmentIncomeAmt
CY Investment Income-$22,012,219CYInvestmentIncomeAmt
PY Other Revenue$14,799,463PYOtherRevenueAmt
CY Other Revenue$17,216,617CYOtherRevenueAmt
PY Total Revenue$727,635,099PYTotalRevenueAmt
CY Total Revenue$847,121,743CYTotalRevenueAmt
PY Grants And Similar Paid$113,461,073PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$210,726,810CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$423,903,546PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$448,744,504CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$164,043PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,937,479CYTotalFundraisingExpenseAmt
PY Other Expenses$356,825,200PYOtherExpensesAmt
CY Other Expenses$363,620,404CYOtherExpensesAmt
PY Total Expenses$894,353,862PYTotalExpensesAmt
CY Total Expenses$1,023,091,718CYTotalExpensesAmt
PY Revenues Less Expenses-$166,718,763PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$175,969,975CYRevenuesLessExpensesAmt
Total Assets BOY$4,627,097,938TotalAssetsBOYAmt
Total Assets EOY$5,019,256,378TotalAssetsEOYAmt
Total Liabilities BOY$4,760,892,912TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,390,400,491TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$133,794,974NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$371,144,113NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPARTNERS 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$362,984,302ExpenseAmt
Grant$210,726,810GrantAmt
Revenue$668,849,624RevenueAmt
DescSee Schedule ODesc
Total Program Service Expenses$362,984,302TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficeYes (true)ForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document5052IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7182EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldLAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPARTNERS FIN-TAX DIRPersonNm
Phone8572820747PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1399 REVOLUTION DRIVE SUITE 645AddressLine1Txt
CitySomervilleCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02145ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtReportable Comp From OrgReportableCompFromOrgAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Nesli Basgoz MD
Director1.050.0Yes (X)$288,136$44,011
CHARLES K GIFFORD
DIRECTOR1.01.0Yes (X)$0$0$0
Richard E Holbrook
Director1.01.0Yes (X)$0$0$0
Albert A Holman III
Director1.01.0Yes (X)
Edward P Lawrence Esq
Chairman1.00.0Yes (X)
Jay O Light PhD
Director1.00.0Yes (X)
Joseph Loscalzo MD PhD
Director (10/1/14-6/30/15)1.050.0Yes (X)$683,736$32,205
JIM MANZI
Director (10/1/14-6/30/15)1.00.0Yes (X)
MAURY E MCGOUGH MD
Director1.050.0Yes (X)$594,205$65,860
CATHY E MINEHAN
Director1.01.0Yes (X)
SCOTT A SCHOEN
Director1.01.0Yes (X)
Henri A Termeer
Director1.01.0Yes (X)
Dorothy A Terrell
Director1.01.0Yes (X)
Gwill York
Director1.01.0Yes (X)
LORI W TISHLER MD MPH
DIRECTOR (7/1/15-9/30/15)1.050.0Yes (X)$225,436$54,957
JERROLD F ROSENBAUM MD
DIRECTOR (7/1/15-9/30/15)1.050.0Yes (X)$459,535$54,982
EARL M COLLIER JR
Director1.01.0Yes (X)$0$0$0
ANNE M FINUCANE
Director (7/1/15-9/30/15)1.01.0Yes (X)$0$0$0
Maureen Goggin
Secretary50.00.0$35,885$173,167Yes (X)
GARY L GOTTLIEB MD MBA
PRESIDENT&CEO (10/1/14-3/1/15)50.01.0$61,972$3,030,724Yes (X)
PETER K MARKELL
Executive VP, CFO & Treasurer50.01.0$612,305$1,797,253Yes (X)
DAVID F TORCHIANAMD
PRESIDENT&CEO (3/2/15-9/30/15)50.01.0$1,254,091$157,106Yes (X)
JOHN R BARKER
CHIEF INVESTMENT OFFICER50.00.0$43,752$2,071,459Yes (X)
JAMES W NOGA
VICE PRESIDENT & CIO50.00.0$368,662$655,955Yes (X)
ANNE KLIBANSKI MD
CHIEF ACADEMIC OFFICER50.00.0$817,380$55,070Yes (X)
GREGG S MEYER MD
CHIEF CLINICAL OFFICER50.00.0$462,572$1,033,695Yes (X)
DENNIS D COLLING
Vice President HUMAN RESOURCES50.00.0$70,292$702,632Yes (X)
BRENT L HENRY ESQ
GENERAL COUNSEL50.01.0$53,545$847,307Yes (X)
MICHAEL S JELLINEK MD
CHIEF OF CLINICAL AFFAIRS50.0$44,170$1,120,309Yes (X)
LYNNE J EICKHOLT
CHIEF STRATEGY OFFICER50.01.0$59,562$892,401Yes (X)
CHRISTOPHER MARK COBURN
VICE PRESIDENT50.00.0$68,594$856,808Yes (X)
MARY C LALONDE ESQ
FORMER OFFICER50.00.0$45,541$174,999Yes (X)
PATRICIA SALAMONE
FORMER OFFICER50.00.0$22,424$103,203Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$13,459,912TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,322,519TotReportableCompRltdOrgAmt
Total Other Compensation$2,413,467TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1163IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ACCENTURE LLP
PO BOX 70629CHICAGOIL60673Consulting Services$65,128,418
Turner Construction Co
855 Boylston StreetBOSTONMA02114Construction Svcs$34,007,422
RANDSTAD
PO Box 7247-6655PHILADELPHIAPA191706655Staffing Services$26,908,770
SUFFOLK CONSTRUCTION CO
99 CONIFER HILL DRIVEDANVERSMA606895330CONSTRUCTION SVCS$9,349,257
HURON CONSULTING GROUP INC
3005 MOMENTUM PLACECHICAGOIL606895330CONSULTING SERVICES$7,005,477
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K99CntrctRcvdGreaterThan100KCnt
Fundraising$871FundraisingAmt
Related Organizations$176,298,635RelatedOrganizationsAmt
All Other Contributions$6,768,215AllOtherContributionsAmt
Total Contributions$183,067,721TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE FEEDesc
Business561000BusinessCd
Total Revenue Column$668,849,624TotalRevenueColumnAmt
Related Or Exempt Func Income$668,849,624RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$668,849,624TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,263,718TotalRevenueColumnAmt
Unrelated Business Revenue$340,204UnrelatedBusinessRevenueAmt
Exclusion$59,923,514ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12TotalRevenueColumnAmt
Exclusion$12ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$427,031TotalRevenueColumnAmt
Exclusion$427,031ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,304,428RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,304,428RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,304,428TotalRevenueColumnAmt
Unrelated Business Revenue$41,653UnrelatedBusinessRevenueAmt
Exclusion$1,262,775ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities-$82,275,949SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$82,275,949SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$82,275,949TotalRevenueColumnAmt
Unrelated Business Revenue$33,737UnrelatedBusinessRevenueAmt
Exclusion-$82,309,686ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
MANAGEMENT SERVICE561000$7,132,408$7,132,408
CHILD CARE REVENUE624410$2,043,672$2,043,672
INTEREST REVENUE900003$6,259,000$6,259,000

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$50,078TotalRevenueColumnAmt
Related Or Exempt Func Income$50,078RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$15,485,158OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$847,121,743TotalRevenueColumnAmt
Related Or Exempt Func Income$668,899,702RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$13,807,002UnrelatedBusinessRevenueAmt
Exclusion-$18,652,682ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$210,726,810TotalAmt
Program Services$210,726,810ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$11,758,598TotalAmt
Management And General$11,758,598ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$329,599,772TotalAmt
Management And General$328,754,849ManagementAndGeneralAmt
Fundraising$844,923FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$36,092,273TotalAmt
Management And General$36,092,273ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$39,976,932TotalAmt
Management And General$39,725,117ManagementAndGeneralAmt
Fundraising$251,815FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$31,316,929TotalAmt
Management And General$31,316,929ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,451,539TotalAmt
Management And General$5,447,456ManagementAndGeneralAmt
Fundraising$4,083FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,578,095TotalAmt
Management And General$1,578,095ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$1,749,956TotalAmt
Management And General$1,749,956ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$39,145,466TotalAmt
Management And General$38,817,954ManagementAndGeneralAmt
Fundraising$327,512FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,929,439TotalAmt
Management And General$1,926,051ManagementAndGeneralAmt
Fundraising$3,388FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,547,951TotalAmt
Management And General$11,498,426ManagementAndGeneralAmt
Fundraising$49,525FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$70,147,295TotalAmt
Management And General$70,147,295ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$30,451,679TotalAmt
Management And General$30,037,938ManagementAndGeneralAmt
Fundraising$413,741FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,138,384TotalAmt
Management And General$3,129,194ManagementAndGeneralAmt
Fundraising$9,190FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$528,163TotalAmt
Management And General$520,025ManagementAndGeneralAmt
Fundraising$8,138FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$132,897,717TotalAmt
Management And General$132,897,717ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$54,868,136TotalAmt
Management And General$54,868,136ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,088,169TotalAmt
Management And General$1,088,169ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmt
MEALS$2,549,345$2,525,906$23,439
NON CAPITAL EQUIPMENT$136,138$136,138
OTHER RESEARCH EXPENSES$5,305,149$5,305,149
SYSTEM DEVELOPMENT FUNDING-$151,001,000$151,001,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,107,783TotalAmt
Program Services$1,256,492ProgramServicesAmt
Management And General-$150,434ManagementAndGeneralAmt
Fundraising$1,725FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,023,091,718TotalAmt
Program Services$362,984,302ProgramServicesAmt
Management And General$658,169,937ManagementAndGeneralAmt
Fundraising$1,937,479FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$80,221,920BOYAmt
EOY$109,819,779EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,007,250BOYAmt
EOY$9,458,376EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$35,235,348BOYAmt
EOY$48,039,889EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$3,098,318,345BOYAmt
EOY$3,314,128,196EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,280,525BOYAmt
EOY$12,777,778EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$695,156,149LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$145,130,698LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$398,927,312BOYAmt
EOY$550,025,451EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$857,925,841BOYAmt
EOY$781,707,930EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$127,181,397BOYAmt
EOY$193,298,979EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,627,097,938BOYAmt
EOY$5,019,256,378EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$836,682,439BOYAmt
EOY$1,000,478,705EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,877,459,064BOYAmt
EOY$3,035,744,542EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,046,751,409BOYAmt
EOY$1,354,177,244EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,760,892,912BOYAmt
EOY$5,390,400,491EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$145,409,687BOYAmt
EOY-$385,521,288EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,464,713BOYAmt
EOY$8,389,298EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,150,000BOYAmt
EOY$5,987,877EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$133,794,974BOYAmt
EOY-$371,144,113EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,627,097,938BOYAmt
EOY$5,019,256,378EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$175,969,975ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$13,990NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$61,393,154OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$222,666,904CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$197,858,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$295,077,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$159,546,959CurrentTaxYearMinus1YearAmt
Current Tax Year$183,067,721CurrentTaxYearAmt
Total$1,058,216,699TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$222,666,904CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$197,858,081CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$295,077,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$159,546,959CurrentTaxYearMinus1YearAmt
Current Tax Year$183,067,721CurrentTaxYearAmt
Total$1,058,216,699TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,058,216,699PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,377,376CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,902,859CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,177,295CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,350,212CurrentTaxYearMinus1YearAmt
Current Tax Year$61,995,189CurrentTaxYearAmt
Total$135,802,931TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$324,178CurrentTaxYearAmt
Total$324,178TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,194,343,808TotalSupportAmt
Gross Receipts Rltd Activities$2,267,890,579GrossReceiptsRltdActivitiesAmt
Public Support CY1700.88602PublicSupportCY170Pct
Public Support PY1700.92430PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$1,749,956DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$1,749,956TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceLobbying ExpensesFormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,562,989BeginningYearBalanceAmt
Contributions$5,072,977ContributionsAmt
Investment Earnings Or Losses-$260,929InvestmentEarningsOrLossesAmt
Other Expenditures$286,548OtherExpendituresAmt
End Year Balance$11,088,489EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,069,859BeginningYearBalanceAmt
Contributions$216,931ContributionsAmt
Investment Earnings Or Losses$542,631InvestmentEarningsOrLossesAmt
Other Expenditures$266,432OtherExpendituresAmt
End Year Balance$6,562,989EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,609,796BeginningYearBalanceAmt
Contributions$199,812ContributionsAmt
Investment Earnings Or Losses$507,611InvestmentEarningsOrLossesAmt
Other Expenditures$247,360OtherExpendituresAmt
End Year Balance$6,069,859EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,162,396BeginningYearBalanceAmt
Contributions$189,373ContributionsAmt
Investment Earnings Or Losses$447,400InvestmentEarningsOrLossesAmt
Other Expenditures$189,373OtherExpendituresAmt
End Year Balance$5,609,796EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,110,800BeginningYearBalanceAmt
Contributions$171,858ContributionsAmt
Investment Earnings Or Losses$51,596InvestmentEarningsOrLossesAmt
Other Expenditures$171,858OtherExpendituresAmt
End Year Balance$5,162,396EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$17,857,811InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$22,103,914OtherCostOrOtherBasisAmt
Book Value$39,961,724BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$29,092,835InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$96,743,126OtherCostOrOtherBasisAmt
Depreciation$16,541,850DepreciationAmt
Book Value$109,294,111BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,176,961OtherCostOrOtherBasisAmt
Depreciation$19,408,650DepreciationAmt
Book Value$10,768,312BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$268,846,973OtherCostOrOtherBasisAmt
Depreciation$109,180,199DepreciationAmt
Book Value$159,666,774BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$230,334,530OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$230,334,530BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$550,025,451TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTED CASH EQUIVALENTS$75,646,073F
EQUITIES$9,187,506F
U.S. GOV'T & FIXED INCOME SEC.$10,446,367F
PRIVATE PARTNERSHIPS & OTHER$44,503,699C
INV IN PARTNERS POOLED INV ACC$641,924,285F
FieldValueIRS element (for citing)
Total Book Value Securities$781,707,930TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
SETTLEMENTS - THIRD PARTY PAYORS$704,821
TAXABLE BONDS, SERIES C & SERI$1,353,472,423
FieldValueIRS element (for citing)
Total Liability$1,354,177,244TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Intended Use of Endowment FundsThe endowment funds of Partners HealthCare System, Inc. are used in furtherance of the organization's tax-exempt mission.
FIN 48 FootnotePartners 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)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Program ServicesJointly Owned For. Ins$657,959
East Asia and the Pacific00Program ServicesPat. Care, Res. & Educ$339,305
Europe (Including Iceland and Greenland)00Program ServicesPat. Care, Res. & Educ$791,210
Middle East and North Africa06Program ServicesPat. Care, Res. & Educ$959,576
North America00Program ServicesPat. Care, Res. & Educ$674,106
South Asia00Program ServicesPat. Care, Res. & Educ$812,915
Sub-Saharan Africa01Program ServicesPat. Care, Res. & Educ
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees7SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee7TotalEmployeeCnt
Subtotal Spent$4,235,071SubtotalSpentAmt
Total Spent$4,235,071TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceAccounting methodFormAndLineReferenceDesc
ExplanationThe 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

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

ActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
PGCalc
FUNDRAISING STRATEGYfalse$0$0$0
The Wayland Group
FUNDRAISING STRATEGYfalse$0$0$0
Maura Callahan GROUP LLC
Fundraising Strategyfalse$0$0$0
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$0TotalRetainedByContractorsAmt
Total Net To Organization$0TotalNetToOrganizationAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (66 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
CAMP HARBOR VIEW FOUNDATION
200 CLARENDON STREET 60TH FLOORBOSTONMA02119753235491501(C)(3)$1,200,000Community Benefit Program
LYNN COMMUNITY HEALTH CENTER
PO BOX 526LYNNMA01903042525066501(c)(3)$872,778Community Benefit Program
MASS LEAGUE OF COMMUNITY HEALTH CENTERS
40 COURT STREET 10TH FLOORBostonMA01903042507409501(c)(3)$1,449,737Community Benefit Program
UPHAMS CORNER HEALTH CENTER
500 COLUMBIA ROADDORCHESTERMA02125042708670501(c)(3)$225,000Community Benefit Program
INSTITUTE FOR COMMUNITY HEALTH
163 GORE STREETCAMBRIDGEMA02141043543853501(c)(3)$25,000Community Benefit Program
HEALTHCARE FOR ALL
30 WINTER STREET 10TH FLOORBostonMA02108043071598501(c)(3)$208,500Community Benefits Program
BOSTON HEALTHCARE FOR THE HOMELESS PROGRAM
780 ALBANY STREETBostonMA02118043160480501(c)(3)$210,850Community Benefits Program
MATTAPAN COMMUNITY HEALTH CENTER
1575 BLUE HILL AVENUEMATTAPANMA02126042544151501(c)(3)$197,500Community Benefit Program
NORTH SHORE COMMUNITY HEALTH INC
27 CONGRESS STREET SUITE 504SALEMMA01970042610447501(c)(3)$37,000Community Benefit Program
HEALTH LEADS INC
2 OLIVER STREET 10TH FLOORBostonMA02109450484533501(c)(3)$25,000Community Benefit Program
SOUTH BOSTON COMMUNITY HEALTH CENTER
409 WEST BROADWAYSOUTH BOSTONMA02127042682152501(c)(3)$55,000Community Benefit Program
THE MASSACHUSETTS GENERAL HOSPITAL
205 PORTLAND STREET 6TH FLOORBOSTONMA02114041564655501(c)(3)$41,666To Support Its Tax Exempt Affiliates
BOSTON CENTER FOR INDEPENDENT LIVING
60 TEMPLE PLACE 5TH FLOORBostonMA02111042546595501(c)(3)$12,500Community Benefit Program
MASSACHUSETTS PUBLIC HEALTH ASSOCIATION
101 TREMONT STREET SUITE 1011BostonMA02108042326503501(c)(3)$15,000Community Benefit Program
PROJECT BREAD
145 BORDER STREETEAST BOSTONMA02128042931195501(c)(3)$35,000Community Benefit Program
BIG BROTHER BIG SISTER
75 FEDERAL STREET 8TH FLOORBostonMA02110042074462501(c)(3)$6,000Community Benefit Program
COMMUNITY WORKS
25 WEST STEETBOSTONMA02111042762623501(c)(3)$31,000Community Benefit Program
HEALTH LAW ADVOCATES
30 WINTER STREET SUITE 1004BostonMA02108043298116501(c)(3)$30,000Community Benefit Program
EAST BOSTON NEIGHBORHOOD HEALTH CENTER
10 GOVE STREETEAST BOSTONMA02128237425849501(c)(3)$25,000Community Benefits Program
WHITTIER STREET HEALTH CENTER
1290 TREMONT STREETROXBURYMA02120042619517501(c)(3)$10,000Community Benefits Program
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231135613797501(c)(3)$20,000Community Benefits Program
CHARLESTOWN RECOVERY HOUSE
PO BOX 290175CHARLESTOWNMA02129043505037501(c)(11)$25,000Community Benefits Program
GREATER BOSTON CHAMBER OF COMMERCE
265 FRANKLIN STREET 12TH FLOORBOSTONMA02110041103090501(c)(3)$25,000Community Benefits Program
INNER-CITY SCHOLARSHIP FUND
260 FRANKLIN STREET SUITE 630BostonMA02110222485502501(c)(3)$10,000Community Benefits Program
BIG SISTER ASSOCIATION
161 MASSACHUSETTS AVENUEBOSTONMA02115042150651501(c)(3)$15,000Community Benefits Program
THE BOSTON FOUNDATION
75 ARLINGTON STREET 10TH FLOORBOSTONMA02116042104021501(c)(3)$10,000Community Benefits Program
MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH
130 BOWDOIN STREET SUITE 309BOSTONMA02108042104711501(c)(3)$25,000Community Benefits Program
ABCD
178 TREMONT STREET 2ND FLOORBOSTONMA02111042304133501(c)(3)$20,000Community Benefits Program
DIMOCK CHC
55 DIMOCK STREETROXBURYMA02119043487835501(c)(3)$30,000Community Benefits Program
NEW ENGLAND HEALTHCARE INSTITUTE
ONE BROADWAY 15TH FLOORCAMBRIDGEMA02142010624865501(c)(3)$15,000Community Benefits Program
THE NEW ENGLAND COUNCIL
98 NORTH WASHINGTON STREET SUITE 2BOSTONMA02114041661090501(c)(3)$37,279Community Benefits Program
MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION
400 ATLANTIC AVENUEBOSTONMA02110043274599501(c)(1)$10,000Community Benefits Program
NAMI MA
400 WEST CUMMINGS PARK SUITE 6650WOBURNMA01801042777012501(c)(3)$10,000Community Benefits Program
VICTORY PROGRAMS
965 MASSACHUSETTS AVENUEBOSTONMA02118042575322501(c)(3)$10,000Community Benefits Program
PARTNERS CONTINUING CARE
800 BOYLSTON STREETBOSTONMA02199260003495501(c)(3)$40,449,186TO SUPPORT ITS TAX EXEMPT AFFILIATES
SPAULDING REHABILITATION HOSPITAL
300 FIRST AVENUECHARLESTOWNMA02129042551124501(c)(3)$746,978To Support its Tax Exempt Affiliates
REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS
311 SERVICE ROADEAST SANDWICHMA02537043071419501(c)(3)$178,620To Support Its Tax Exempt Affiliates
PARTNERS HOME CARE
281 WINTER STREETWALTHAMMA02451042918280501(c)(3)$2,217,336To Support Its Tax Exempt Affiliates
SPAULDING HOSPITAL CAMBRIDGE
1575 CAMBRIDGE STREETCAMBRIDGEMA02138270273715501(c)(3)$397,904TO SUPPORT ITS TAX EXEMPT AFFILIATES
SHAUNESSEY-KAPLAN REHABILITATION HOSPITAL
DOVE AVENUESALEMMA01970043067082501(C)(3)$250,068TO SUPPORT ITS TAX EXEMPT AFFILIATES
FRC INC
300 FIRST AVENUECHARLESTOWNMA02129222632121501(C)(3)$178,620TO SUPPORT ITS TAX EXEMPT AFFILIATES
NEIGHBORHOOD HEALTH PLAN
253 SUMMER STREETBOSTONMA02210042932021501(C)(4)$122,100,000TO SUPPORT ITS TAX EXEMPT
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVENUEBostonMA02115042103550501(C)(3)$5,500TO SUPPORT ITS TAX EXEMPT
CURE
223 WEST ERIE STREET SUITE 25WCHICAGOIL60654364253176501(C)(3)$25,000TO SUPPORT ITS TAX EXEMPT AFFILIATES
EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES
400 ATLANTIC AVENUEBOSTONMA02125270963869501(C)(3)$50,000TO SUPPORT ITS TAX EXEMPT
FRIENDSHIP WORKS
105 CHAUNCY STREETBOSTONMA02111043140541501(C)(3)$10,000TO SUPPORT ITS TAX EXEMPT AFFILIATES
HUMAN RIGHTS CAMPAIGN
1640 RHODE ISLAND AVENUE NWWASHINGTONDC20036521481896501(C)(3)$10,000TO SUPPORT ITS TAX EXEMPT
JOHN F KENNEDY LIBRARY FOUNDATION
COLUMBIA POINTBOSTONMA02125046113130501(C)(3)$17,500TO SUPPORT ITS TAX EXEMPT
JVS
29 WINTER STREET 5TH FLOORBOSTONMA02108042104357501(C)(3)$33,500COMMUNITY BENEFIT PROGRAM
MASS INSIGHT
18 TREMONT STREET SUITE 1010BOSTONMA02108043369687501(C)(3)$10,000COMMUNITY BENEFIT PROGRAM
MASSACHUSETTS BUDGET AND POLICY CENTER
15 COURT SQUAREBOSTONMA02108042967537501(C)(3)$15,000COMMUNITY BENEFIT PROGRAM
MHLA- THE KENNEDY FORUM
399 Revolution DriveSomervilleMA02145465714524501(C)(3)$100,000COMMUNITY BENEFIT PROGRAM
NATIONAL ASSOCIATION FO CORPORATE DIRECTORS
10 BACK BAY RIVER ROADAMESBURYMA01913043370584501(C)(3)$15,000COMMUNITY BENEFIT PROGRAM
REG CTR FOR POISION CONTROL & PREV
300 LONGWOOD AVEBOSTONMA02115042774441501(C)(3)$8,400COMMUNITY BENEFIT PROGRAM
ROSLINDALE VILLAGE MAIN STREETS
2A CORINTH STREETROSLINDALEMA02131042883378501(C)(3)$10,000COMMUNITY BENEFIT PROGRAM
ROXBURY PRESBYTERIAN CHURCH
328 WARREN STREETROXBURYMA02119043506648501(C)(3)$10,000COMMUNITY BENEFIT PROGRAM
THE AMERICAN IRELAND FUND
211 CONGRESS STREETBOSTONMA02110251306992501(C)(3)$10,000COMMUNITY BENEFIT PROGRAM
THE BOSTON FOUNDATION
75 ARLINGTON STREET 10TH FLOORBostonMA02116042104021501(C)(3)$19,167COMMUNITY BENEFIT PROGRAM
THE FOUNDATION FOR BOSTON CENTERS FOR YOUTH AND FA
1483 Tremont StBostonMA02120042602576501(C)(3)$10,000COMMUNITY BENEFIT PROGRAM
UMASS FINE ARTS CENTER
151 PRESIDENTS DRBOSTONMA01003542084125503(C)(3)$15,500COMMUNITY BENEFIT PROGRAM
WOMEN OF MEANSINC
148 LINDEN STREET SUITE 208WELLESLEYMA02482043487205501(C)(3)$6,000COMMUNITY BENEFIT PROGRAM
THE GENERAL HOSPITAL CORPORATION
55 FRUIT STREETBOSTONMA02114042697983501(C)(3)$5,240,981TO SUPPORT ITS TAX EXEMPT AFFILIATES
THE MCLEAN HOSPITAL CORPORATION
115 MILL STREETBELMONTMA02478042697981501(C)(3)$161,534TO SUPPORT ITS TAX EXEMPT AFFILIATES
MCLEAN HEALCARE INC
115 MILL STREETBELMONTMA02478204572876501(C)(3)$25,000,000TO SUPPORT ITS TAX EXEMPT AFFILIATES
BRIGHAM AND WOMEN'S FAULKNER HOSPITAL
1153 CENTRE STREETBOSTONMA02130042768256501(C)(3)$125,000TO SUPPORT ITS TAX EXEMPT AFFILIATES
HARVARD MEDICAL SCHOOL
25 SHATTUCK STREETBOSTONMA02115042103580501(C)(3)$8,174,312COMMUNITY BENEFIT PROGRAM

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationPartners HealthCare System, Inc. makes donations to various tax-exempt organiYations. These donations can be used by the recipient only in furtherance of their tax-exempt mission.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmtBase Compensation Filing OrgBaseCompensationFilingOrgAmtBonus Filing OrganizationBonusFilingOrganizationAmountOther Compensation Filing OrgOtherCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt
Nesli Basgoz MD
Director$238,651$7,040$42,445$35,753$8,258$332,147$0
Joseph Loscalzo MD PhD
Director (10/1/14-6/30/15)$586,663$74,709$22,364$1,938$30,267$715,941$0
MAURY E MCGOUGH MD
Director$429,410$107,196$57,599$38,260$27,600$660,065$0
Maureen Goggin
Secretary$154,046$0$19,121$15,882$20,003$209,052$0
GARY L GOTTLIEB MD MBA
PRESIDENT&CEO (10/1/14-3/1/15)$1,877,616$93,600$1,059,508$35,750$26,222$3,092,696$0
PETER K MARKELL
Executive VP, CFO & Treasurer$1,233,502$62,700$501,051$585,752$26,553$2,409,558$0
JOHN R BARKER
CHIEF INVESTMENT OFFICER$530,056$1,479,113$62,290$35,751$8,001$2,115,211$0
JAMES W NOGA
VICE PRESIDENT & CIO$563,750$30,000$62,205$333,545$35,117$1,024,617$0
DENNIS D COLLING
Vice President HUMAN RESOURCES$485,032$26,214$191,386$35,752$34,540$772,924$0
BRENT L HENRY ESQ
GENERAL COUNSEL$678,320$35,700$133,287$35,750$17,795$900,852$0
MICHAEL S JELLINEK MD
CHIEF OF CLINICAL AFFAIRS$221,751$0$898,558$33,111$11,059$1,164,479$0
ANNE KLIBANSKI MD
CHIEF ACADEMIC OFFICER$661,212$47,871$108,297$35,753$19,317$872,450$0
MARY C LALONDE ESQ
FORMER OFFICER$147,461$10,000$17,538$16,688$28,853$220,540$0
PATRICIA SALAMONE
FORMER OFFICER$81,436$1,000$20,767$11,488$10,936$125,627$0
DAVID F TORCHIANAMD
PRESIDENT&CEO (3/2/15-9/30/15)$1,018,250$75,975$159,866$127,751$29,355$1,411,197$0
LORI W TISHLER MD MPH
DIRECTOR (7/1/15-9/30/15)$185,232$14,701$25,503$31,100$23,857$280,393$0
GREGG S MEYER MD
CHIEF CLINICAL OFFICER$915,501$47,500$70,694$423,158$39,414$1,496,267$0
JERROLD F ROSENBAUM MD
DIRECTOR (7/1/15-9/30/15)$371,651$50,224$37,660$35,755$19,227$514,517$0
LYNNE J EICKHOLT
CHIEF STRATEGY OFFICER$483,552$26,210$382,639$35,751$23,811$951,963$0
CHRISTOPHER MARK COBURN
VICE PRESIDENT$574,625$187,500$94,683$35,750$32,844$925,402$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Participation in a Supplemental Nonqualified Retirement PlanThese amounts are already included in the compensation disclosed on Schedule J, Part II Gary L. Gottlieb, M.D. M.B.A - $965,343 Peter K. Markell - $436,575 Dennis D. Colling - $106,207 Brent L. Henry, Esq. - $55,533 Michael S. Jellinek, M.D. - $113,991 DAVID F. TORCHIANA, M.D. - $67,528 JAMES W. NOGA - $298,430 GREGG S. MEYER, M.D. - $387,407
Trustee CompensationTrustees 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.
PAYMENT OR REIMBURSEMENT OF EXPENSESHEALTH 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. 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. SEVERANCE PAY INCLUDED IN COMPENSATION DISCLOSED ON SCHEDULE J PART II. MICHAEL S. JELLINEK, M.D. - $730,500

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDesc
MHEFA Partners HealthCare System Inc Series D
A04245601157585K3N62003-05-28$343,630,000SERIES D - SEE SCHEDULE K PART VI
MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES F
B04245601157586CGW92005-06-10$411,566,153SERIES F - SEE SCHEDULE K PART VI
MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES G-5
C04245601157586CZL22007-06-07$326,508,722SERIES G5 - SEE SCHEDULE K PART VI
MHEFA PARTNERS HEALTHCARE SER G-1G-2G-3G-4G-6
D04245601157586CZW82007-06-07$380,000,000SERIES G - SEE SCHEDULE K PART VI

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$341,690,000$0$344,268,619$0$15,436,586$0$2,026,416$0$0$249,756,929$77,048,688$02005Yes (true)falseYes (true)Yes (true)
B$162,025,000$0$419,448,101$0$18,398,432$0$2,671,595$2,650,000$0$326,493,380$69,234,694$02007Yes (true)falseYes (true)Yes (true)
C$50,635,000$107,910,000$329,345,063$0$9,382,534$0$2,338,149$0$0$164,128,012$153,496,396$02009Yes (true)Yes (true)Yes (true)Yes (true)
D$225,000,000$0$386,190,828$0$20,479,076$0$2,776,551$4,696,147$0$358,239,054$0$02009falsefalseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falseYes (true)
Bfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)
Cfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)
Dfalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
BEARSTEARNS CAP MARK
AfalsefalsefalseYes (true)Yes (true)Yes (true)32.2falsefalseYes (true)TRINITY PLUS2.4Yes (true)falseYes (true)
BEARSTEARNS CAPMARKE
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)35.falsefalseYes (true)XL ASSET FUNDING CO1.8Yes (true)falseYes (true)
0
CfalsefalseYes (true)Yes (true)falsefalsefalsefalseYes (true)CITIGROUP FINANCIAL1.7Yes (true)falseYes (true)
GOLDMAN SACHS CAPITA
DfalsefalseYes (true)Yes (true)Yes (true)Yes (true)35.falsefalseYes (true)CITIGROUP FINANCIAL1.7Yes (true)falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART VI - SEE FEDERAL FOOTNOTESFormAndLineReferenceDesc

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDesc
MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES H
A04245601157586CW272008-04-01$171,320,000SERIES H - SEE SCHEDULE K PART VI
MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES I
B04245601157586EHR52009-05-14$229,977,036SERIES I - SEE SCHEDULE K PART VI
MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES J
C04245601157586ENK32010-01-05$509,178,736SERIES J - SEE SCHEDULE K PART VI
MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES K
D04343181457583R6W02011-01-13$436,019,104SERIES K - SEE SCHEDULE K PART VI

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$171,320,000$0$0$0$420,000$0$0$0$170,900,000$02009Yes (true)falseYes (true)Yes (true)
B$59,040,000$0$229,981,250$0$0$0$2,556,080$116,071$0$227,309,098$0$02009falsefalseYes (true)Yes (true)
C$65,165,000$0$509,258,319$0$0$0$5,151,067$0$0$249,983,765$254,123,487$02010Yes (true)falseYes (true)Yes (true)
D$92,080,000$0$436,030,814$0$0$0$3,523,063$0$0$201,342,457$231,165,294$02011Yes (true)Yes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falseYes (true)
Bfalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falseYes (true)
Cfalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falseYes (true)
Dfalsefalsefalsefalse0.000000.000000.00000falsefalse0.00000falseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
0
AfalsefalseYes (true)Yes (true)Yes (true)falseYes (true)CITIGROUP FINANCIAL0.8Yes (true)falseYes (true)
MERRILL LYNCH CAPITA
BfalsefalseYes (true)Yes (true)Yes (true)Yes (true)false0falseYes (true)35.falsefalse
0
CfalsefalseYes (true)Yes (true)falsefalsefalse0falseYes (true)
MERRILL LYNCH CAPITA
DfalseYes (true)falsefalseYes (true)Yes (true)false0falseYes (true)35.falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDesc
MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES L
A04343181457583UMV72012-01-04$353,501,227SERIES L - SEE SCHEDULE K PART VI
MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES M
B04343181457583UG772014-01-30$510,376,675SERIES M - SEE SCHEDULE K PART VI
MDFA PARTNERS HEALTHCARE SYSTEM SERIES N-1 AND N-2
C0434318142014-08-27$141,350,000SERIES N - SEE SCHEDULE K PART VI
MDFA PARTNERS HEALTHCARE SYSTEM SERIES N-1 AND N-2
D04343181457583UW202015-01-29$657,583,529SERIES O - SEE SCHEDULE K PART VI

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$10,335,000$0$353,570,173$0$0$0$3,056,210$0$0$260,903,277$89,610,686$02012Yes (true)Yes (true)Yes (true)Yes (true)
B$1,865,000$0$510,376,950$0$0$0$4,042,015$0$0$360,854,935$145,480,000$02014Yes (true)falseYes (true)Yes (true)
C$1,950,000$0$141,350,000$0$0$0$0$0$0$0$141,350,000$02014Yes (true)falseYes (true)Yes (true)
D$0$0$358,239,719$0$0$117,228,711$2,813,646$0$0$214,703,942$23,493,421$02015falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPct
Afalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)
Bfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)0.00000
Cfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)0.00000
Dfalsefalsefalsefalse0.000000.000000.00000falsefalsefalseYes (true)0.00000

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
0
AfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
BEARS STEARNS CAPIT
BfalseYes (true)falsefalseYes (true)Yes (true)false0falseYes (true)35.falsefalse
BANK OF AMERICA
CfalseYes (true)falsefalseYes (true)Yes (true)false0falseYes (true)35.falsefalse
BEAR STEARNS CAPITAL
DfalseYes (true)falsefalseYes (true)Yes (true)false0falseYes (true)35.falsefalse

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
D Shtasel
Family - Gottlieb$238,978Salary-Mass General Phys. Org.false
R Soberman
Family - Klibanski$71,400Salary-General Hospital Corp.false
R Blanchfield
Family - Meyer$66,343Salary-General Hospital Corp.false
B Rosenbaum
Family - Rosenbaum$24,323Salary-General Hospital Corp.false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Statement of Program Service AccomplishmentsPARTNERS 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 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. Partners has launched a series of strategic initiatives to redesign care with an emphasis on improving quality and affordability. Multi-disciplinary teams from Partners and from Partners HealthCare hospitals were assembled to develop and implement strategies for change, focusing on the following key areas: Care Redesign: initiatives that seek improvement in patient quality and outcomes while reducing the cost to deliver those outcomes. Patient Affordability: initiatives to manage cost growth and reduce per unit costs in direct patient care and overhead. Additional and ongoing initiatives include the following: Promoting payment systems that support more integrated, patient-centered care. Providing population health management for the sickest patient groups. Delivering safety across the continuum of care. Redesigning primary care. Maximizing the use of new information technology. PLEASE VISIT HTTP://WWW.PARTNERS.ORG/ABOUT/PHILANTHROPY/COMMITMENT-TO-GIVING/DEFAULT.AS PX FOR MORE INFORMATION ABOUT SPECIFIC PARTNERS' PROGRAMS AND INITIATIVES.
Executive CommitteeThe 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.
Business and Family RelationshipsPeter Markell & Richard Holbrook - Business Relationship Charles Gifford & Anne Finucane - Business Relationship David Torchiana and Peter Markell - Business Relationship
Decisions of Governing Body Subject to Member ApprovalPursuant 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 ReviewThe Form 990 was prepared and reviewed by the Partners HealthCare System, Inc. (PHS) Tax Department. Certain key sections were also reviewed by the PHS Executive Vice President of Administration and Finance, CFO and Treasurer; and by the PHS General Counsel. The Executive Vice President of Administration and Finance, CFO and Treasurer reviewed and signed the Form 990. The compensation disclosures were presented to and discussed with the PHS Compensation Committee at the APRIL 26, 2016 meeting. The process for preparing and reviewing Form 990 was discussed at the May 9, 2016 meeting of the Audit 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.
Conflict of Interest PolicyFor 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). Partners has a Conflict of Interest Policy that applies to all entities in the system, and which is designed to: (1) identify relationships and conduct that create either conflicts of interest or conflicts of commitment; (2) establish a system for disclosing and resolving potential conflicts; and (3) ensure that transactions are negotiated at arm's length and that payments are at fair market value. Under our policy, when a conflict arises, the individual associated with the outside entity in question must provide full disclosure and completely recuse him/herself from any institutional decision-making about the transaction. In appropriate circumstances, (i) the Corporation must consider at least two alternative disinterested competitive proposals; or must determine that two such competitive proposals do not exist or that it would be impractical to elicit or consider such competitive proposals; and (ii) the Corporation must determine that, notwithstanding the apparent conflict, the transaction is fair and reasonable to the Corporation and is in the best interests of the Corporation. A written record must be made of these determinations. Furthermore, transactions that present particularly significant conflicts are reviewed by an independent committee of Partners, which review is also documented. Conflicts of commitment by the Partners President and CEO are addressed by requiring outside activities to be approved by the Partners Board Chair.
Process for Determining CompensationThe 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.
Public Availability of Financial Statements and Governing DocumentsThe 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.
Other Changes in Net Assets or Fund BalancesOther changes in net assets or fund balances relate to: -Change in funded status of defined benefit plans $(6,044,073) -Equity Investment Activity $(57,257,677) -Change in fair value of hedging interest rate swaps $1,908,596 Total $(61,393,154)

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Partners HealthCare International LLC
800 Boylston StreetBostonMA02199205281203Med TrainingMA$15,526,057$18,602,417PHS
PD Productions LLC
101 Merrimac Street 3rd FloorBostonMA02114562383458Med EducationMA$0$0PHS
Partners Private Care LLC
1101 Worcester RoadFraminghamMA01701263871702Home HealthMA$11,983,442$4,321,183PHC

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (49 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
The Massachusetts General Hospital (MGH)
55 Fruit StreetBostonMA02114041564655HealthcareMA501(c)(3)7PHSYes (true)
The General Hospital Coporation
55 Fruit StreetBostonMA02114042697983HealthcareMA501(c)(3)3MGHYes (true)
Massachusetts General Physicians Org
55 Fruit StreetBostonMA02114042807148HealthcareMA501(c)(3)9MGHYes (true)
The MGH Health Services Corporation
55 Fruit StreetBostonMA02114222717383HealthcareMA501(c)(3)11aMGHYes (true)
The MGH Institute of Health Professions
36 First AvenueCharlestownMA02129042868893Med EducationMA501(c)(3)2MGHYes (true)
McLean HealthCare Inc (MHC)
115 Mill StreetBelmontMA02478204572876Admin SupportMA501(c)(3)11aMGHYes (true)
The McLean Hospital Corporation
115 Mill StreetBelmontMA02478042697981HealthcareMA501(c)(3)3MHCYes (true)
Martha's Vineyard Hospital Inc (MVH)
Linton Lane PO Box 1477Oak BluffsMA02557042104691HealthcareMA501(c)(3)3MGHYes (true)
WNR Inc
1 Linton LaneOak BluffsMA02557043419920Nursing Svcs.MA501(c)(3)9MVHYes (true)
Nantucket Cottage Hospital (NCH)
57 Prospect StreetNantucketMA02554042103823HealthcareMA501(c)(3)3MGHYes (true)
Nantucket Cottage Hospital Foundation
57 Prospect StreetNantucketMA02554043829745Admin SupportMA501(c)(3)11aNCHYes (true)
Brigham and Women's Health Care (BWHC)
75 Francis StreetBostonMA02115042921338Admin SupportMA501(c)(3)7PHSYes (true)
The Brigham and Women's Hospital (BWH)
75 Francis StreetBostonMA02115042312909HealthcareMA501(c)(3)3BWHCYes (true)
Biosciences Research Foundation Inc
75 Francis StreetBostonMA02115222483849Promote Res.MA501(c)(3)11aBWHCYes (true)
BWH Research Inc
75 Francis StreetBostonMA02115043011445Med ResearchMA501(c)(3)11aBWHCYes (true)
Brigham Community Practices Inc
75 Francis StreetBostonMA02115222588069HealthcareMA501(c)(3)9BWHCYes (true)
Brigham and Women's Phys Org (BWPO)
75 Francis StreetBostonMA02115043466314HealthcareMA501(c)(3)9BWHCYes (true)
Brigham Medical Res & Edu Foundation
75 Francis StreetBostonMA02115043539249Med Res & EduMA501(c)(3)11aBWPOYes (true)
Brigham & Women's Ob-Gyn Res & Edu
75 Francis StreetBostonMA02115043494863Med Res & EduMA501(c)(3)7BWPOYes (true)
Brigham Pathology Res & Edu Foundation
75 Francis StreetBostonMA02115043541111Med Res & EduMA501(c)(3)11aBWPOYes (true)
Brigham Radiology Res & Edu Foundation
75 Francis SreetBostonMA02115043425905Med Res & EduMA501(c)(3)11aBWPOYes (true)
Brigham and Women's Faulkner Hosp(BWFH)
1153 Centre StreetBostonMA02130042768256HealthcareMA501(c)(3)3BWHCYes (true)
Village Manor Nursing Home Inc
1153 Centre StreetBostonMA02130042775265Nursing HomeMA501(c)(3)3BWFHYes (true)
Partners Continuing Care Inc (PCC)
Prudential Tower 800 Boylston StreBostonMA02199260003495Admin SupportMA501(c)(3)11aPHSYes (true)
Spaulding Rehabilitation Hospital Corp
300 First AvenueCharlestownMA02129042551124HealthcareMA501(c)(3)3PCCYes (true)
Rehab Hospital of the Cape & Islands
311 Service RoadEast SandwichMA02537043071419HealthcareMA501(c)(3)3PCCYes (true)
Shaughnessy-Kaplan Rehabilitation Hosp
Dove AvenueSalemMA01970043067082HealthcareMA501(c)(3)3PCCYes (true)
Partners Home Care Inc (PHC)
281 Winter StreetWalthamMA02451042918280Home HealthMA501(c)(3)9PCCYes (true)
Partners Hospice Inc
48 Woerd Avenue 102WalthamMA02453042730504Home HealthMA501(c)(3)7PHCYes (true)
FRC Inc
101 Merrimac StreetBostonMA02114222632121HealthcareMA501(c)(3)3PCCYes (true)
NSMC HealthCare Inc (NSHC)
81 Highland AvenueSalemMA01970043294420Admin SupportMA501(c)(3)11aPHSYes (true)
North Shore Medical Center Inc
81 Highland AvenueSalemMA01970043399616HealthcareMA501(c)(3)3NSHCYes (true)
North Shore Physicians Group Inc
81 Highland AvenueSalemMA01970043080484HealthcareMA501(c)(3)11aNSHCYes (true)
Newton-Wellesley HealthCare System(NWHC)
2014 Washington StreetNewtonMA02462204295282Admin SupportMA501(c)(3)11aPHSYes (true)
Newton-Wellesley Hospital
2014 Washington StreetNewtonMA02462042103611HealthcareMA501(c)(3)3NWHCYes (true)
Newton-Wellesley Ambulatory Services
2014 Washington StreetNewtonMA02462222560501HealthcareMA501(c)(3)11aNWHCYes (true)
Newton-Wellesley Hosp Charitable Found
2014 Washington StreetNewtonMA02462043455952FundraisingMA501(c)(3)7NWHCYes (true)
Newton-Wellesley Children's Corner Inc
2014 Washington StreetNewtonMA02462042650246Child CareMA501(c)(3)9NWHCYes (true)
Partners Medical International Inc
100 Cambridge StreetBostonMA02114043197711Med. TrainingMA501(c)(3)11aPHSYes (true)
The Friends of The Brigham & Women's Hos
75 Francis StreetBostonMA02115042239449FundraisingMA501(c)(3)11aBWHCYes (true)
Spaulding Hospital - Cambridge Inc
1575 Cambridge StreetCambridgeMA02138270273715HospitalMA501(c)(3)3PCCYes (true)
Nantucket Physician Organization Inc
57 Prospect StreetNantucketMA02554264349357HealthcareMA501(c)(3)9MGHYes (true)
Neighborhood Health Plan Inc (NHP)
253 Summer StreetBostonMA02210042932021InsuranceMA501(c)(4)NONEPHSYes (true)
Community Medical Alliance Inc
253 Summer StreetBostonMA02210043454185InsuranceMA501(c)(3)11aNHPYes (true)
Cooley Dickinson Hospital Inc
30 Locust StreetNorthamptonMA01060222617175HospitalMA501(c)(3)3CDHCCYes (true)
VNA & Hospice of Cooley Dickinson Inc
168 Industrial DriveNorthamptonMA01060042104788Home HealthMA501(c)(3)9CDHCCYes (true)
Cooley Dickinson Health Care Corp CDHCC
30 Locust StreetNorthamptonMA01060042103561Admin SupportMA501(c)(3)11bMGHYes (true)
CD Practice Associates Inc
POBox 911NorthamptonMA01060043194547HealthcareMA501(c)(3)9CDHCCYes (true)
Neighborhood Health Plan
253 Summer StreetBostonMA02210042932021InsuranceMA501(c)(4)PHSYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctDirect Controlling NADirectControllingNACd
PHS Bay Colony Fund
245 Park AvenueNYNY10167133887448InvestmentsDEPPIAEXCLUDED-$133,906$1,357,964false-$9,910false0.94020
WELLINGTON TRUST COMPANY NA CTF QUALITY
280 CONGRESS STREETBOSTONMA02210046657593INVESTMENTSMAPPIAEXCLUDED$3,663,620$73,357,544false$0false0.83270
PARTNERS INNOVATION FUND LLC
101 HUNTINGTON AVENUE 4TH FLOORBOSTONMA02199262899986INVESTMENTSMAEXCLUDED$4,233,642$29,351,160false$0false1.00000N/A
PARTNERS HEALTHCARE SYSTEM POOLED INVEST
101 MERRIMAC STREETBOSTONMA02114043268842INVESTMENTSMAPHSEXCLUDED$200,446,332$7,478,376,530false$3,962,937false0.99800

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
Partners Community Physicians Org Inc
800 Boylston StreetBostonMA02199043236175HealthcareMAPHSC$178,813,230$99,619,0801.00000Yes (true)
Newton-Wellesley Physician Hospital Org
2014 Washington StreetNewtonMA02462043209749HealthcareMANWHCC$4,294,366$8,467,9311.00000Yes (true)
GENEINSIGHT INC
101 hUNTINGTON aVE 4TH FLOOR C/OBOSTONMA02199471764598SOFTWAREMAPHSC$111,784$991,5470.80100Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (69 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
The Massachusetts General Hospital
1a(i)$28,375,665FMV
The General Hospital Corporation
1a(i)$17,998,039FMV
Newton-Wellesley Hospital
1a(i)$5,591,389FMV
The Brigham and Women's Hospital
1a(i)$33,760,119FMV
The McLean Hospital Corporation
1a(i)$1,166,619FMV
The Spaulding Rehabilitation Hospital Corp
1a(i)$444,097FMV
Rehabilitation Hospital of the Cape & Islands
1a(i)$358,712FMV
Brigham and Women's Faulkner Hospital Inc
1a(i)$248,739FMV
North Shore Medical Center
1a(i)$14,200,765FMV
FRC Inc
1a(i)$160,914FMV
Shaughnessy-Kaplan Rehabilitation Hospital
1a(i)$30,880FMV
Massachusetts General Physicians Org Inc
1a(i)$706,667FMV
Cooley Dickinson Hospital Inc
1a(i)$2,259,217FMV
Partners Continuing Care
1b$40,449,186FMV
The Spaulding Rehabilitation Hospital Corp
1b$746,978FMV
Rehabilitation Hospital of the Cape & Islands
1b$178,620FMV
Partners Home Care Inc
1b$2,217,336FMV
The General Hospital Corporation
1b$5,240,981FMV
FRC Inc
1b$107,153FMV
SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL
1B$250,068FMV
NEIGHBORHOOD HEALTH PLAN
1B$117,100,000FMV
THE MCLEAN HOSPITAL CORPORATION
1B$161,534FMV
MCLEAN HEALTHCARE INC
1B$25,000,000FMV
SPAULDING HOSPITAL - CAMBRIDGE
1B$397,904FMV
BRIGHAM AND WOMEN'S FAULKNER HOSPITAL
1B$125,000FMV
Brigham and Women's Health Care Inc
1c$47,475,252FMV
The Massachusetts General Hospital
1c$79,587,172FMV
McLean HealthCare
1c$3,275,389FMV
The Brigham and Women's Hospital
1c$12,475,619FMV
NSMC HealthCare
1c$8,857,050FMV
Newton-Wellesley Hospital
1c$3,848,043FMV
Newton-Wellesley Health Care System
1c$8,754,969FMV
Newton-Wellesley Hospital Charitable Found
1c$134,968FMV
Partners Continuing Care
1c$7,660,733FMV
MARTHA'S VINEYARD HOSPITAL
1C$1,541,793FMV
NANTUCKET COTTAGE HOSPITAL
1C$743,505FMV
NEIGHBORHOOD HEALTH PLAN
1C$1,675,000FMV
MASSACHUSETTS GENERAL PHYSICIANS ORG INC
1C$225,000FMV
The Brigham and Women's Hospital
1d$238,936,667FMV
The McLean Hospital Corporation
1d$29,522,500FMV
North Shore Medical Center
1d$105,686,716FMV
MASSACHUSETTS GENERAL PHYSICIAN ORGANIZATION
1d$100,000,000FMV
COOLEY DICHINSON HOSPITAL
1d$10,000,000FMV
The Massachusetts General Hospital
1k$937,084FMV
The Massachusetts General Hospital
1l$582,848FMV
The General Hospital Corporation
1l$260,908,993FMV
Massachusetts General Physicians Organization
1l$9,231,251FMV
The Spaulding Rehabilitation Hospital Corp
1l$11,586,283FMV
Partners Home Care
1l$6,542,410FMV
FRC Inc
1l$1,153,284FMV
Spaulding Hospital - Cambridge
1l$4,240,673FMV
Rehabilitation Hospital of the Cape & Islands
1l$2,594,111FMV
Partners Continuing Care
1l$677,983FMV
Marthas Vineyard Hospital
1l$2,235,947FMV
Nantucket Cottage Hospital
1l$2,158,630FMV
The McLean Hospital Corporation
1l$14,511,709FMV
The MGH Institute of Health Professions
1l$914,838FMV
The Brigham and Women's Hospital
1l$205,968,104FMV
Brigham and Women's Physicians Organization
1l$5,476,869FMV
Brigham and Women's Faulkner Hospital Inc
1l$16,428,381FMV
North Shore Medical Center
1l$42,525,127FMV
Shaughnessy-Kaplan Rehabilitation Hospital
1l$2,920,178FMV
Newton-Wellesley Hospital
1l$32,451,434FMV
Partners Physicians Organization
1l$7,132,408FMV
NEIGHBORHOOD HEALTH PLAN
1L$2,059,496FMV
NORTH SHORE PHYSICIANS GROUP
1L$129,420FMV
BRIGHAM AND WOMEN'S HEALTHCARE INC
1L$106,747FMV
COOLEY DICKINSON HOSPITAL
1L$375,475FMV
NEWTON-WELLESLEY AMBULATORY SERVICES
1L$65,394FMV