MASS GENERAL BRIGHAM INCORPORATED: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MASS GENERAL BRIGHAM INCORPORATED (EIN 04-3230035)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-14
- IRS object ID
- 201502269349300105
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T07:10:19-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043230035 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Partners HealthCare System Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PARTNERS FIN-TAX DIR | InCareOfNm |
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 6177249841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Prudential Tower | AddressLine1 |
| Address Line2 | 800 Boylston Street Suite | AddressLine2 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02199 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER K MARKELL | PersonNm |
| Person Title | CFO & Treasurer | PersonTitleTxt |
| Phone | 6177249841 | PhoneNum |
| Signature | 2015-08-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID F TORCHIANA MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Boylston Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02199 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $727,635,099 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http:www.partners.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Partners HealthCare System, Inc. is committed to serving the community locally and globally and is dedicated to enhancing patient care, teaching and research. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 6715 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $12,016,160 | TotalGrossUBIAmt |
| PY Contributions Grants | $295,077,034 | PYContributionsGrantsAmt |
| CY Contributions Grants | $159,546,959 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $576,882,979 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $620,406,375 | CYProgramServiceRevenueAmt |
| PY Investment Income | $74,931,561 | PYInvestmentIncomeAmt |
| CY Investment Income | -$67,117,698 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,787,103 | PYOtherRevenueAmt |
| CY Other Revenue | $14,799,463 | CYOtherRevenueAmt |
| PY Total Revenue | $961,678,677 | PYTotalRevenueAmt |
| CY Total Revenue | $727,635,099 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $82,299,681 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $113,461,073 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $405,231,116 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $423,903,546 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $125,477 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $164,043 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,426,906 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $331,472,262 | PYOtherExpensesAmt |
| CY Other Expenses | $356,825,200 | CYOtherExpensesAmt |
| PY Total Expenses | $819,128,536 | PYTotalExpensesAmt |
| CY Total Expenses | $894,353,862 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $142,550,141 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$166,718,763 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,249,396,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,627,097,938 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,253,990,833 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,760,892,912 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$4,594,304 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$133,794,974 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PARTNERS HEALTHCARE SYSTEM, INC. (PARTNERS) IS COMMITTED TO SERVING THE COMMUNITY AND IS DEDICATED TO ENHANCING PATIENT CARE, TEACHING AND RESEARCH, AND TO TAKING A LEADERSHIP ROLE AS AN INTEGRATED HEALTH CARE SYSTEM. PARTNERS RECOGNIZES THAT INCREASING VALUE AND CONTINUOUSLY IMPROVING QUALITY ARE ESSENTIAL TO MAINTAINING EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $256,331,743 | ExpenseAmt |
| Grant | $113,461,073 | GrantAmt |
| Revenue | $620,406,375 | RevenueAmt |
| Desc | See Schedule O | Desc |
| Total Program Service Expenses | $256,331,743 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4232 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6715 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PARTNERS FIN-TAX DIR | PersonNm |
| Phone | 6177249841 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 529 MAIN STREET 5TH FLOOR | AddressLine1 |
| City | Charlestown | City |
| State | MA | State |
| ZIP Code | 02129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Reportable Comp From OrgReportableCompFromOrgAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Nesli Basgoz MD | ||||||||||
| Director | 1.0 | 50.0 | Yes (X) | $286,788 | $43,454 | |||||
| EARL M COLLIER JR | ||||||||||
| Director(07/01/14-09/30/14) | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE M FINUCANE | ||||||||||
| Director(10/01/13-06/30/14) | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES K GIFFORD | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard E Holbrook | ||||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Albert A Holman III | ||||||||||
| Director | 1.0 | 1.0 | Yes (X) | |||||||
| Edward P Lawrence Esq | ||||||||||
| Chairman | 1.0 | 0.0 | Yes (X) | |||||||
| Jay O Light PhD | ||||||||||
| Director | 1.0 | 0.0 | Yes (X) | |||||||
| Joseph Loscalzo MD PhD | ||||||||||
| Director | 1.0 | 50.0 | Yes (X) | $666,741 | $56,629 | |||||
| JIM MANZI | ||||||||||
| Director | 1.0 | 0.0 | Yes (X) | |||||||
| MAURY E MCGOUGH MD | ||||||||||
| Director | 1.0 | 50.0 | Yes (X) | $581,882 | $73,174 | |||||
| CAROL C MCMULLEN | ||||||||||
| Director(10/01/13-06/30/14) | 1.0 | 1.0 | Yes (X) | |||||||
| CATHY E MINEHAN | ||||||||||
| Director | 1.0 | 1.0 | Yes (X) | |||||||
| G MARSHALL MORIARTY ESQ | ||||||||||
| Director(10/01/13-01/01/14) | 1.0 | 1.0 | Yes (X) | |||||||
| SCOTT A SCHOEN | ||||||||||
| Director | 1.0 | 1.0 | Yes (X) | |||||||
| SCOTT M SPERLING | ||||||||||
| Director (01/01/14-09/30/14) | 1.0 | 1.0 | Yes (X) | |||||||
| Henri A Termeer | ||||||||||
| Director | 1.0 | 1.0 | Yes (X) | |||||||
| Dorothy A Terrell | ||||||||||
| Director | 1.0 | 1.0 | Yes (X) | |||||||
| Gwill York | ||||||||||
| Director | 1.0 | 1.0 | Yes (X) | |||||||
| Maureen Goggin | ||||||||||
| Secretary | 50.0 | 0.0 | $33,070 | $166,558 | Yes (X) | |||||
| GARY L GOTTLIEB MD MBA | ||||||||||
| PRESIDENT AND CEO | 50.0 | 0.0 | $71,334 | $2,479,989 | Yes (X) | |||||
| PETER K MARKELL | ||||||||||
| Executive VP, CFO & Treasurer | 50.0 | 1.0 | $611,653 | $1,840,934 | Yes (X) | |||||
| JOHN R BARKER | ||||||||||
| CHIEF INVESTMENT OFFICER | 50.0 | 0.0 | $23,822 | $1,938,081 | Yes (X) | |||||
| JAMES W NOGA | ||||||||||
| VICE PRESIDENT & CIO | 50.0 | 0.0 | $272,890 | $590,425 | Yes (X) | |||||
| DENNIS D COLLING | ||||||||||
| Vice President HUMAN RESOURCES | 50.0 | 0.0 | $73,452 | $741,091 | Yes (X) | |||||
| TIMOTHY G FERRIS MD | ||||||||||
| VICE PRESIDENT | 50.0 | 0.0 | $57,313 | $690,822 | Yes (X) | |||||
| BRENT L HENRY ESQ | ||||||||||
| GENERAL COUNSEL | 50.0 | 1.0 | $52,886 | $1,136,119 | Yes (X) | |||||
| MICHAEL S JELLINEK MD | ||||||||||
| CHIEF OF CLINICAL AFFAIRS | 50.0 | 1.0 | $71,615 | $2,056,860 | Yes (X) | |||||
| ANNE KLIBANSKI MD | ||||||||||
| CHIEF ACADEMIC OFFICER | 50.0 | 0.0 | $56,427 | $712,534 | Yes (X) | |||||
| MARY C LALONDE ESQ | ||||||||||
| FORMER OFFICER | 50.0 | 0.0 | $45,338 | $175,399 | Yes (X) | |||||
| PATRICIA SALAMONE | ||||||||||
| FORMER OFFICER | 50.0 | 0.0 | $20,886 | $100,996 | Yes (X) | |||||
| Michael T Manning | ||||||||||
| Former Key | 50.0 | 0.0 | $46,567 | $264,112 | Yes (X) | |||||
| JAY B PIEPER | ||||||||||
| FORMER KEY | 23.0 | 0.0 | $0 | $128,000 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $13,021,920 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,535,411 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,610,510 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 778 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ACCENTURE LLP | |||||
| PO BOX 70629 | CHICAGO | IL | 60673 | Consulting Services | $52,475,229 |
| HURON CONSULTING GROUP INC | |||||
| 3005 MOMENTUM PLACE | CHICAGO | IL | 606895330 | Consulting Services | $29,017,655 |
| Turner Construction Co | |||||
| 855 Boylston Street | BOSTON | MA | 02114 | Construction Svcs | $18,756,418 |
| RANDSTAD | |||||
| PO Box 7247-6655 | PHILADELPHIA | PA | 191706655 | Staffing Services | $13,286,552 |
| MINTZ LEVIN COHN FERRIS GLOVSKYPOP | |||||
| ONE FINANCIAL CENTER | BOSTON | MA | 02111 | Legal Services | $6,353,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 120 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,462 | FundraisingAmt |
| Related Organizations | $151,395,647 | RelatedOrganizationsAmt |
| All Other Contributions | $8,149,850 | AllOtherContributionsAmt |
| Total Contributions | $159,546,959 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $620,406,375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $620,406,375 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $620,406,375 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,321,317 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $80,693 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,240,624 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,141 | TotalRevenueColumnAmt |
| Exclusion | $40,141 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $431,534 | TotalRevenueColumnAmt |
| Exclusion | $431,534 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,048,415 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,048,415 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,048,415 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$25,036 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,073,451 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$72,479,156 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$72,479,156 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$72,479,156 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $15,673 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$72,494,829 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MANAGEMENT SERVICE | 561000 | $5,685,830 | $5,685,830 | |
| CHILD CARE REVENUE | 624410 | $1,374,684 | $1,374,684 | |
| INTEREST REVENUE | 900003 | $6,259,000 | $6,259,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,319,514 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $727,635,099 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $620,406,375 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $12,016,160 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$64,334,395 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,461,073 | TotalAmt |
| Program Services | $113,461,073 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,028,756 | TotalAmt |
| Management And General | $8,028,756 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,648,869 | TotalAmt |
| Management And General | $317,488,311 | ManagementAndGeneralAmt |
| Fundraising | $1,160,558 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,771,916 | TotalAmt |
| Management And General | $27,771,916 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,998,265 | TotalAmt |
| Management And General | $39,641,751 | ManagementAndGeneralAmt |
| Fundraising | $356,514 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,455,740 | TotalAmt |
| Management And General | $29,455,740 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,529,320 | TotalAmt |
| Management And General | $16,529,320 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,616,341 | TotalAmt |
| Management And General | $1,616,241 | ManagementAndGeneralAmt |
| Fundraising | $100 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,804,526 | TotalAmt |
| Management And General | $1,804,526 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,043 | TotalAmt |
| Fundraising | $164,043 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,280,596 | TotalAmt |
| Management And General | $31,108,783 | ManagementAndGeneralAmt |
| Fundraising | $171,813 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,350,500 | TotalAmt |
| Management And General | $3,349,037 | ManagementAndGeneralAmt |
| Fundraising | $1,463 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,389,489 | TotalAmt |
| Management And General | $17,312,700 | ManagementAndGeneralAmt |
| Fundraising | $76,789 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,880,326 | TotalAmt |
| Management And General | $56,880,326 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,054,700 | TotalAmt |
| Management And General | $28,651,354 | ManagementAndGeneralAmt |
| Fundraising | $403,346 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,645,070 | TotalAmt |
| Management And General | $3,637,087 | ManagementAndGeneralAmt |
| Fundraising | $7,983 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,232 | TotalAmt |
| Management And General | $468,194 | ManagementAndGeneralAmt |
| Fundraising | $38 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,057,052 | TotalAmt |
| Management And General | $121,057,052 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,052,987 | TotalAmt |
| Management And General | $48,052,987 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,963 | TotalAmt |
| Management And General | $1,212,963 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| MEALS | $1,540,133 | $1,457,308 | $82,825 | |
| NON CAPITAL EQUIPMENT | $240,944 | $240,944 | ||
| OTHER RESEARCH EXPENSES | $5,955,612 | $5,955,612 | ||
| SYSTEM DEVELOPMENT FUNDING | -$141,471,000 | $141,471,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,746,409 | TotalAmt |
| Program Services | $1,399,670 | ProgramServicesAmt |
| Management And General | $15,345,305 | ManagementAndGeneralAmt |
| Fundraising | $1,434 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,353,862 | TotalAmt |
| Program Services | $256,331,743 | ProgramServicesAmt |
| Management And General | $635,595,213 | ManagementAndGeneralAmt |
| Fundraising | $2,426,906 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,299,068 | BOYAmt |
| EOY | $80,221,920 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,693,250 | BOYAmt |
| EOY | $8,007,250 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,086,978 | BOYAmt |
| EOY | $35,235,348 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,841,307,380 | BOYAmt |
| EOY | $3,098,318,345 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,521,341 | BOYAmt |
| EOY | $21,280,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $514,183,286 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,255,974 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,979,406 | BOYAmt |
| EOY | $398,927,312 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,670,450 | BOYAmt |
| EOY | $857,925,841 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,838,656 | BOYAmt |
| EOY | $127,181,397 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,249,396,529 | BOYAmt |
| EOY | $4,627,097,938 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,565,623 | BOYAmt |
| EOY | $836,682,439 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,571,501,420 | BOYAmt |
| EOY | $2,877,459,064 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $902,923,790 | BOYAmt |
| EOY | $1,046,751,409 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,253,990,833 | BOYAmt |
| EOY | $4,760,892,912 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$18,297,770 | BOYAmt |
| EOY | -$145,409,687 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,553,466 | BOYAmt |
| EOY | $10,464,713 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,000 | BOYAmt |
| EOY | $1,150,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,594,304 | BOYAmt |
| EOY | -$133,794,974 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,249,396,529 | BOYAmt |
| EOY | $4,627,097,938 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$166,718,763 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,978 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $37,521,071 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $291,715,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $222,666,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $197,858,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $295,077,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $159,546,959 | CurrentTaxYearAmt |
| Total | $1,166,864,425 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $291,715,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $222,666,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $197,858,081 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $295,077,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $159,546,959 | CurrentTaxYearAmt |
| Total | $1,166,864,425 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,166,864,425 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,763,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,377,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,902,859 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,177,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,350,212 | CurrentTaxYearAmt |
| Total | $95,571,635 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,262,436,060 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,723,887,644 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91699 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | Yes (true) | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,804,526 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,804,526 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B | FormAndLineReferenceDesc |
| Explanation | Lobbying Expenses The Corporation may on occasion contact its employees with a voluntary opportunity to participate in the conversation to protect against cuts in Federal funding that would have an adverse impact on the Corporation and its Affiliates as well as the pace of medical advances, the economy, and the global competitiveness of the Corporation. The Corporation may on occasion review proposed legislation for the purpose of determining the effect upon its tax-exempt purposes. The Corporation may on occasion also appear before a legislative committee, confer with legislators or otherwise attempt to influence legislation. However, it will not participate, in any way, in political campaigns. The Corporation's involvement in legislative activities constitutes an insubstantial part of its activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,069,859 | BeginningYearBalanceAmt |
| Contributions | $216,931 | ContributionsAmt |
| Investment Earnings Or Losses | $542,631 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $266,432 | OtherExpendituresAmt |
| End Year Balance | $6,562,989 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,609,796 | BeginningYearBalanceAmt |
| Contributions | $199,812 | ContributionsAmt |
| Investment Earnings Or Losses | $507,611 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $247,360 | OtherExpendituresAmt |
| End Year Balance | $6,069,859 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,162,396 | BeginningYearBalanceAmt |
| Contributions | $189,373 | ContributionsAmt |
| Investment Earnings Or Losses | $447,400 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $189,373 | OtherExpendituresAmt |
| End Year Balance | $5,609,796 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,110,800 | BeginningYearBalanceAmt |
| Contributions | $171,858 | ContributionsAmt |
| Investment Earnings Or Losses | $51,596 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $171,858 | OtherExpendituresAmt |
| End Year Balance | $5,162,396 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,740,375 | BeginningYearBalanceAmt |
| Contributions | $157,159 | ContributionsAmt |
| Investment Earnings Or Losses | $370,425 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $157,159 | OtherExpendituresAmt |
| End Year Balance | $5,110,800 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.82000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $28,283,228 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $22,104,017 | OtherCostOrOtherBasisAmt |
| Book Value | $50,387,245 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $18,624,111 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $36,054,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,330,324 | DepreciationAmt |
| Book Value | $42,348,296 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,104,504 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,199,738 | DepreciationAmt |
| Book Value | $11,904,766 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $215,139,878 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,725,913 | DepreciationAmt |
| Book Value | $129,413,965 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,873,040 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $164,873,040 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $398,927,312 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTED CASH EQUIVALENTS | $53,588,678 | F |
| EQUITIES | $8,531,949 | F |
| U.S. GOV'T & FIXED INCOME SEC. | $18,063,891 | F |
| PRIVATE PARTNERSHIPS & OTHER | $96,999 | C |
| INV IN PARTNERS POOLED INV ACC | $777,644,324 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $857,925,841 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNEXPENDED FUNDS ON RESEARCH G | $0 |
| SECURITIES LENDING ARRANGEMENT | -$6,927,168 |
| TAXABLE BONDS, SERIES C & SERI | $1,053,678,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,046,751,409 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4 | Intended Use of Endowment Funds The endowment funds of Partners HealthCare System, Inc. are used in furtherance of the organization's tax-exempt mission. |
| Part X, Line 2 | FIN 48 Footnote Partners HealthCare System, Inc. does not have a FIN 48 Footnote disclosure in the consolidated audited financial statements. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Program Services | Jointly Owned For. Ins | $657,959 |
| East Asia and the Pacific | 0 | 0 | Program Services | Pat. Care, Res. & Educ | $41,067 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | Pat. Care, Res. & Educ | $1,258,374 |
| Middle East and North Africa | 0 | 4 | Program Services | Pat. Care, Res. & Educ | $2,245 |
| North America | 0 | 0 | Program Services | Pat. Care, Res. & Educ | $553,745 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | Pat. Care, Res. & Educ | $2,138 |
| South Asia | 0 | 0 | Program Services | Pat. Care, Res. & Educ | $964,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $3,480,508 | SubtotalSpentAmt |
| Total Spent | $3,480,508 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Accounting Method The organization uses the book value method to report foreign expenditures to be consistent with the reporting used for the financial statements. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| PGCalc | ||||||||
| 129 Mount Auburn Street | Cambridge | MA | 02138 | FUNDRAISING STRATEGY | false | $0 | $80,152 | $0 |
| The Wayland Group | ||||||||
| 323 Boston Post Road | Sudbury | MA | 01776 | FUNDRAISING STRATEGY | false | $100,000 | $45,791 | $0 |
| Maura Callahan GROUP LLC | ||||||||
| 469 WALNUT STREET | BROOKLINE | MA | 02445 | Fundraising Strategy | false | $100,000 | $38,100 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $200,000 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $164,043 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $0 | TotalNetToOrganizationAmt |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (71 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CAMP HARBOR VIEW FOUNDATION | |||||||
| 200 CLARENDON STREET 60TH FLOOR | BOSTON | MA | 02119 | 753235491 | 501(C)(3) | $1,100,000 | Community Benefits |
| LYNN COMMUNITY HEALTH CENTER | |||||||
| PO BOX 526 | LYNN | MA | 01903 | 042525066 | 501(c)(3) | $806,864 | Community Benefits |
| MASS LEAGUE OF COMMUNITY HEALTH CENTERS | |||||||
| 40 COURT STREET 10TH FLOOR | Boston | MA | 01903 | 042507409 | 501(c)(3) | $725,527 | Community Benefits |
| UPHAMS CORNER HEALTH CENTER | |||||||
| 500 COLUMBIA ROAD | DORCHESTER | MA | 02125 | 042708670 | 501(c)(3) | $391,566 | Community Benefits |
| INSTITUTE FOR COMMUNITY HEALTH | |||||||
| 163 GORE STREET | CAMBRIDGE | MA | 02141 | 043543853 | 501(c)(3) | $220,000 | Community Benefits |
| HEALTHCARE FOR ALL | |||||||
| 30 WINTER STREET 10TH FLOOR | Boston | MA | 02108 | 043071598 | 501(c)(3) | $208,500 | Community Benefits |
| BOSTON HEALTHCARE FOR THE HOMELESS PROGRAM | |||||||
| 780 ALBANY STREET | Boston | MA | 02118 | 043160480 | 501(c)(3) | $200,500 | Community Benefits Program |
| MATTAPAN COMMUNITY HEALTH CENTER | |||||||
| 1575 BLUE HILL AVENUE | MATTAPAN | MA | 02126 | 042544151 | 501(c)(3) | $183,000 | Community Benefits Program |
| NORTH SHORE COMMUNITY HEALTH INC | |||||||
| 27 CONGRESS STREET SUITE 504 | SALEM | MA | 01970 | 042610447 | 501(c)(3) | $170,500 | Community Benefits Program |
| HEALTH LEADS INC | |||||||
| 2 OLIVER STREET 10TH FLOOR | Boston | MA | 02109 | 450484533 | 501(c)(3) | $168,766 | Community Benefits Program |
| UNITED WAY OF MASSACHUSETTS BAY | |||||||
| PO BOX 51381 | BOSTON | MA | 02205 | 042382233 | 501(c)(3) | $110,000 | Community Benefits Program |
| PATHWAYS TO WELLNESS | |||||||
| 1601 WASHINGTON STREET 3RD FLOOR | BOSTON | MA | 02118 | 043131334 | 501(c)(3) | $55,000 | Community Benefits Program |
| CODMAN SQUARE HEALTH CENTER | |||||||
| 637 WASHINGTON STREET | DORCHESTER | MA | 02124 | 042678774 | 501(c)(3) | $50,500 | Community Benefits Program |
| SOUTH BOSTON COMMUNITY HEALTH CENTER | |||||||
| 409 WEST BROADWAY | SOUTH BOSTON | MA | 02127 | 042682152 | 501(c)(3) | $50,500 | Community Benefits Program |
| SOUTH SHORE HOSPITAL | |||||||
| 55 FOGG ROAD | SOUTH WEYMOUTH | MA | 02190 | 042769210 | 501(c)(3) | $50,000 | Community Benefits Program |
| WINTHROP COUNCIL ON AGING | |||||||
| 35 HARVARD STREET | WINTHROP | MA | 02152 | 043062138 | 501(c)(3) | $50,000 | Community Benefits Program |
| THE MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 205 PORTLAND STREET 6TH FLOOR | BOSTON | MA | 02114 | 041564655 | 501(c)(3) | $41,667 | Community Benefits Program |
| BOSTON CENTER FOR INDEPENDENT LIVING | |||||||
| 60 TEMPLE PLACE 5TH FLOOR | Boston | MA | 02111 | 042546595 | 501(c)(3) | $35,000 | Community Benefits Program |
| MASSACHUSETTS PUBLIC HEALTH ASSOCIATION | |||||||
| 101 TREMONT STREET SUITE 1011 | Boston | MA | 02108 | 042326503 | 501(c)(3) | $35,000 | Community Benefits Program |
| PROJECT BREAD | |||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | 042931195 | 501(c)(3) | $35,000 | Community Benefits Program |
| PROJECT HOPE | |||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | 042748880 | 501(c)(3) | $35,000 | Community Benefits Program |
| BIG BROTHER BIG SISTER | |||||||
| 75 FEDERAL STREET 8TH FLOOR | Boston | MA | 02110 | 042074462 | 501(c)(3) | $31,000 | Community Benefits Program |
| COMMUNITY WORKS | |||||||
| 25 WEST STEET | BOSTON | MA | 02111 | 042762623 | 501(c)(3) | $31,000 | Community Benefits Program |
| HEALTH LAW ADVOCATES | |||||||
| 30 WINTER STREET SUITE 1004 | Boston | MA | 02108 | 043298116 | 501(c)(3) | $30,000 | Community Benefits Program |
| EAST BOSTON NEIGHBORHOOD HEALTH CENTER | |||||||
| 10 GOVE STREET | EAST BOSTON | MA | 02128 | 237425849 | 501(c)(3) | $25,500 | Community Benefits Program |
| MASS ADVOCATES FOR CHILDREN | |||||||
| 25 KINGDOM STREET 2ND FLOOR | Boston | MA | 02111 | 042488456 | 501(c)(3) | $25,500 | Community Benefits Program |
| WHITTIER STREET HEALTH CENTER | |||||||
| 1290 TREMONT STREET | ROXBURY | MA | 02120 | 042619517 | 501(c)(3) | $25,500 | Community Benefits Program |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | 135613797 | 501(c)(3) | $25,000 | Community Benefits Program |
| BOSTON SCHOLAR ATHLETE PROGRAM | |||||||
| 65 ALLERTON STREET | BOSTON | MA | 02119 | 273987854 | 501(c)(3) | $25,000 | Community Benefits Program |
| CHARLESTOWN RECOVERY HOUSE | |||||||
| PO BOX 290175 | CHARLESTOWN | MA | 02129 | 043505037 | 501(c)(11) | $25,000 | Community Benefits Program |
| COMPASSIONATE CARE ALS INC | |||||||
| PO BOX 1052 | WEST FALMOUTH | MA | 02574 | 043567819 | 501(c)(3) | $25,000 | Community Benefits Program |
| GREATER BOSTON CHAMBER OF COMMERCE | |||||||
| 265 FRANKLIN STREET 12TH FLOOR | BOSTON | MA | 02110 | 041103090 | 501(c)(3) | $25,000 | Community Benefits Program |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 260 FRANKLIN STREET SUITE 630 | Boston | MA | 02110 | 222485502 | 501(c)(3) | $25,000 | Community Benefits Program |
| RIVERSIDE COMMUNITY CARE INC | |||||||
| 450 WASHINGTON STREET SUITE 203 | DEDHAM | MA | 020264449 | 043097170 | 501(c)(3) | $25,000 | Community Benefits Program |
| ROXBURY COMMUNITY COLLEGE FOUNDATION | |||||||
| 1234 COLUMBUS AVENUE | BOSTON | MA | 02120 | 222536037 | 501(c)(3) | $25,000 | Community Benefits Program |
| LYNN YMCA | |||||||
| 20 NEPTUNE BLVD | LYNN | MA | 01902 | 042105883 | 501(c)(3) | $22,000 | Community Benefits Program |
| BIG SISTER ASSOCIATION | |||||||
| 161 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | 042150651 | 501(c)(3) | $20,000 | Community Benefits Program |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 10TH FLOOR | BOSTON | MA | 02116 | 042104021 | 501(c)(3) | $19,167 | Community Benefits Program |
| MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH | |||||||
| 130 BOWDOIN STREET SUITE 309 | BOSTON | MA | 02108 | 042104711 | 501(c)(3) | $19,000 | Community Benefits Program |
| JANE DOE INC | |||||||
| 14 BEACON STREET SUITE 309 | BOSTON | MA | 02108 | 042676138 | 501(c)(3) | $15,900 | Community Benefits Program |
| ABCD | |||||||
| 178 TREMONT STREET 2ND FLOOR | BOSTON | MA | 02111 | 042304133 | 501(c)(3) | $15,000 | Community Benefits Program |
| DIMOCK CHC | |||||||
| 55 DIMOCK STREET | ROXBURY | MA | 02119 | 043487835 | 501(c)(3) | $15,000 | Community Benefits Program |
| BOSTON'S HIGHER GROUND INC | |||||||
| 384 WARREN STREET | ROXBURY | MA | 02119 | 273660369 | 501(c)(3) | $15,000 | Community Benefits Program |
| NATIONAL PATIENT SAFETY FOUNDATION | |||||||
| 268 SUMMER STREET | BOSTON | MA | 02210 | 367166993 | 501(c)(3) | $15,000 | Community Benefits Program |
| NEW ENGLAND HEALTHCARE INSTITUTE | |||||||
| ONE BROADWAY 15TH FLOOR | CAMBRIDGE | MA | 02142 | 010624865 | 501(c)(3) | $15,000 | Community Benefits Program |
| THE NEW ENGLAND COUNCIL | |||||||
| 98 NORTH WASHINGTON STREET SUITE 2 | BOSTON | MA | 02114 | 041661090 | 501(c)(3) | $15,000 | Community Benefits Program |
| BOSTON BRANCH NAACP | |||||||
| PO BOX 300159 | Boston | MA | 02130 | 043574060 | 501(c)(3) | $11,000 | Community Benefits Program |
| ALZHEIMERS ASSOCIATION OF MANH CHAPTER | |||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | 042731194 | 501(c)(3) | $10,000 | Community Benefits Program |
| BOYS AND GIRLS CLUBS OF BOSTON | |||||||
| 50 CONGRESS STREET SUITE 730 | BOSTON | MA | 02199 | 042103922 | 501(c)(3) | $10,000 | Community Benefits Program |
| COMMUNITY CATALYST INC | |||||||
| 30 WINTER STREET FLOOR 10 | BOSTON | MA | 02108 | 043355127 | 501(c)(3) | $10,000 | Community Benefits Program |
| GBIO | |||||||
| 594 COLUMBIA ROAD SUITE 203 | DORCHESTER | MA | 02125 | 043355553 | 501(c)(3) | $10,000 | Community Benefits Program |
| HOSPITALITY HOMES | |||||||
| PO BOX 15265 | BOSTON | MA | 02215 | 043204112 | 501(c)(3) | $10,000 | Community Benefits Program |
| INTERNATIONAL CONSORTIUM HEALTH OUTCOMES MEASURE | |||||||
| 12 ARROW STREET NO 110 | CAMBRIDGE | MA | 02138 | 460854621 | 501(c)(3) | $10,000 | Community Benefits Program |
| MASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION | |||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | 043274599 | 501(c)(1) | $10,000 | Community Benefits Program |
| NAMI MA | |||||||
| 400 WEST CUMMINGS PARK SUITE 6650 | WOBURN | MA | 01801 | 042777012 | 501(c)(3) | $10,000 | Community Benefits Program |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | 042516093 | 501(c)(3) | $10,000 | Community Benefits Program |
| THE BOSTON POLICE FOUNDATION INC | |||||||
| 11 ARLINTON STREET | BOSTON | MA | 02116 | 043209395 | 501(c)(3) | $10,000 | Community Benefits Program |
| THE FUND FOR BOSTON NEIGHBORHOODS | |||||||
| PO BOX 961555 | BOSTON | MA | 02196 | 046185609 | 501(c)(3) | $10,000 | Community Benefits Program |
| THE PARTNERSHIP INC | |||||||
| 155 SEAPORT BOULEVARD 13TH FLOOR | BOSTON | MA | 02210 | 237425849 | 501(c)(3) | $10,000 | Community Benefits Program |
| VICTORY PROGRAMS | |||||||
| 965 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | 042575322 | 501(c)(3) | $10,000 | Community Benefits Program |
| BOSTON MUNICIPAL RESEARCH BUREAU | |||||||
| 333 WASHINGTON STREET SUITE 854 | Boston | MA | 02108 | 222673755 | 501(c)(3) | $7,000 | COMMUNITY BENEFITS PROGRAM |
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | 042103550 | 501(c)(3) | $5,500 | COMMUNITY BENEFITS PROGRAM |
| DORCHESTER HOUSE MULIT SERVICE CENTER | |||||||
| 1353 DORCHESTER AVENUE | DORCHESTER | MA | 02122 | 237125970 | 501(c)(3) | $5,500 | COMMUNITY BENEFITS PROGRAM |
| PARTNERS CONTINUING CARE | |||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | 260003495 | 501(c)(3) | $15,011,475 | TO SUPPORT ITS TAX EXEMPT AFFILIATES |
| SPAULDING REHABILITATION HOSPITAL | |||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | 042551124 | 501(c)(3) | $1,530,612 | To Support its Tax Exempt Affiliates |
| REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS | |||||||
| 311 SERVICE ROAD | EAST SANDWICH | MA | 02537 | 043071419 | 501(c)(3) | $492,065 | To Support its Tax Exempt Affiliates |
| PARTNERS HOME CARE | |||||||
| 281 WINTER STREET | WALTHAM | MA | 02451 | 042918280 | 501(c)(3) | $2,191,664 | To Support its Tax Exempt Affiliates |
| SPAULDING HOSPITAL CAMBRIDGE | |||||||
| 1575 CAMBRIDGE STREET | CAMBRIDGE | MA | 02138 | 270273715 | 501(c)(3) | $1,102,413 | TO SUPPORT ITS TAX EXEMPT AFFILIATES |
| SHAUNESSEY-KAPLAN REHABILITATION HOSPITAL | |||||||
| DOVE AVENUE | SALEM | MA | 01970 | 043067082 | 501(C)(3) | $706,603 | TO SUPPORT ITS TAX EXEMPT AFFILIATES |
| FRC INC | |||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | 222632121 | 501(C)(3) | $822,571 | TO SUPPORT ITS TAX EXEMPT AFFILIATES |
| NEIGHBORHOOD HEALTH PLAN | |||||||
| 253 SUMMER STREET | BOSTON | MA | 02210 | 042932021 | 501(C)(4) | $86,000,000 | TO SUPPORT ITS TAX EXEMPT AFFILIATES |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Partners HealthCare System, Inc. makes donations to various tax-exempt organizations. These donations can be used by the recipient only in furtherance of their tax-exempt mission. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nesli Basgoz MD | ||||||||||||||
| Director | $233,567 | $13,832 | $39,389 | $35,123 | $8,331 | $330,242 | $0 | |||||||
| Joseph Loscalzo MD PhD | ||||||||||||||
| Director | $565,964 | $79,633 | $21,144 | $35,118 | $21,511 | $723,370 | $0 | |||||||
| MAURY E MCGOUGH MD | ||||||||||||||
| Director | $454,554 | $74,602 | $52,726 | $41,243 | $31,931 | $655,056 | $0 | |||||||
| Maureen Goggin | ||||||||||||||
| Secretary | $131,981 | $0 | $34,577 | $13,637 | $19,433 | $199,628 | $0 | |||||||
| GARY L GOTTLIEB MD MBA | ||||||||||||||
| PRESIDENT AND CEO | $1,629,116 | $160,000 | $690,873 | $35,116 | $36,218 | $2,551,323 | $0 | |||||||
| PETER K MARKELL | ||||||||||||||
| Executive VP, CFO & Treasurer | $1,208,865 | $122,400 | $509,669 | $585,115 | $26,538 | $2,452,587 | $0 | |||||||
| JOHN R BARKER | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $517,750 | $1,356,700 | $63,631 | $16,756 | $7,066 | $1,961,903 | $0 | |||||||
| JAMES W NOGA | ||||||||||||||
| VICE PRESIDENT & CIO | $480,461 | $49,200 | $60,764 | $240,575 | $32,315 | $863,315 | $0 | |||||||
| DENNIS D COLLING | ||||||||||||||
| Vice President HUMAN RESOURCES | $477,688 | $25,700 | $237,703 | $35,118 | $38,334 | $814,543 | $0 | |||||||
| TIMOTHY G FERRIS MD | ||||||||||||||
| VICE PRESIDENT | $495,250 | $131,942 | $63,630 | $35,116 | $22,197 | $748,135 | $0 | |||||||
| BRENT L HENRY ESQ | ||||||||||||||
| GENERAL COUNSEL | $664,662 | $105,000 | $366,457 | $35,117 | $17,769 | $1,189,005 | $0 | |||||||
| MICHAEL S JELLINEK MD | ||||||||||||||
| CHIEF OF CLINICAL AFFAIRS | $952,616 | $97,400 | $1,006,844 | $35,116 | $36,499 | $2,128,475 | $0 | |||||||
| ANNE KLIBANSKI MD | ||||||||||||||
| CHIEF ACADEMIC OFFICER | $550,095 | $72,188 | $90,251 | $35,117 | $21,310 | $768,961 | $0 | |||||||
| MARY C LALONDE ESQ | ||||||||||||||
| FORMER OFFICER | $144,212 | $18,000 | $13,187 | $15,980 | $29,358 | $220,737 | $0 | |||||||
| Michael T Manning | ||||||||||||||
| Former Key | $185,787 | $0 | $78,325 | $30,524 | $16,043 | $310,679 | $0 | |||||||
| JAY B PIEPER | ||||||||||||||
| FORMER KEY | -$23,000 | $0 | $151,000 | $0 | $0 | $128,000 | $0 | |||||||
| PATRICIA SALAMONE | ||||||||||||||
| FORMER OFFICER | $77,487 | $0 | $23,509 | $11,050 | $9,836 | $121,882 | $0 | |||||||
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4b | Participation in a Supplemental Nonqualified Retirement Plan These amounts are already included in the compensation disclosed on Schedule J, Part II Gary L. Gottlieb, M.D. M.B.A - $605,423 Peter K. Markell - $446,526 Dennis D. Colling - $169,071 Brent L. Henry, Esq. - $289,949 Michael S. Jellinek, M.D. - $936,252 Michael T. Manning - $22,242 |
| Part II | Trustee Compensation Trustees receive no compensation or contributions to employee benefit plans for service on the Board or its Committees. Board members who are also employed by the Corporation or a Partners affiliate receive compensation only for their services as employees. |
| PART I, LINE 1A | PAYMENT OR REIMBURSEMENT OF EXPENSES HEALTH OR SOCIAL CLUB DUES OR INITITATION FEES WERE PROVIDED TO AN OFFICER. THIS PAYMENT WAS MADE PURSUANT TO A WRITTEN POLICY AND WAS TREATED AS TAXABLE COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHEFA Partners HealthCare System Inc Series D | ||||||||
| A | 042456011 | 57585K3N6 | 2003-05-28 | $343,630,000 | SERIES D - SEE SCHEDULE K PART VI | false | false | false |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES F | ||||||||
| B | 042456011 | 57586CGW9 | 2005-06-10 | $411,566,153 | SERIES F - SEE SCHEDULE K PART VI | false | false | false |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES G-5 | ||||||||
| C | 042456011 | 57586CZL2 | 2007-06-07 | $326,508,722 | SERIES G5 - SEE SCHEDULE K PART VI | false | false | false |
| MHEFA PARTNERS HEALTHCARE SER G-1G-2G-3G-4G-6 | ||||||||
| D | 042456011 | 57586CZW8 | 2007-06-07 | $380,000,000 | SERIES G - SEE SCHEDULE K PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $332,140,000 | $0 | $344,268,619 | $0 | $15,436,586 | $0 | $2,026,416 | $0 | $0 | $249,756,929 | $77,048,688 | $0 | 2005 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $136,620,000 | $0 | $419,448,101 | $0 | $18,398,432 | $0 | $2,671,595 | $2,650,000 | $0 | $326,493,380 | $69,234,694 | $0 | 2007 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $42,275,000 | $0 | $329,345,063 | $0 | $9,382,534 | $0 | $2,338,149 | $0 | $0 | $164,128,012 | $153,496,369 | $0 | 2009 | Yes (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 | $0 | 2009 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) | ||
| C | false | false | false | false | 0 | false | false | false | Yes (true) | ||
| D | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BEAR STEARNS CAPITAL | |||||||||||||||
| A | false | false | false | Yes (true) | Yes (true) | Yes (true) | 32.2 | false | false | Yes (true) | TRINITY PLUS | 2.4 | Yes (true) | false | Yes (true) |
| BEAR STEARNS | |||||||||||||||
| B | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 35. | false | false | Yes (true) | XL ASSET | 1.8 | Yes (true) | false | Yes (true) |
| 0 | |||||||||||||||
| C | false | false | Yes (true) | Yes (true) | false | false | Yes (true) | CITIGROUP | 1.7 | Yes (true) | false | Yes (true) | |||
| GOLDMAN SACHS | |||||||||||||||
| D | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 35. | false | false | Yes (true) | CITI GROUP | 1.7 | Yes (true) | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VI - SEE FEDERAL FOOTNOTES | FormAndLineReferenceDesc |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES H | ||||||||
| A | 042456011 | 57586CW27 | 2008-04-01 | $171,320,000 | SERIES H - SEE SCHEDULE K PART VI | false | false | false |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES I | ||||||||
| B | 042456011 | 57586EHR5 | 2009-05-14 | $229,977,036 | SERIES I - SEE SCHEDULE K PART VI | false | false | false |
| MHEFA PARTNERS HEALTHCARE SYSTEM INC SERIES J | ||||||||
| C | 042456011 | 57586ENK3 | 2010-01-05 | $509,178,736 | SERIES J - SEE SCHEDULE K PART VI | false | false | false |
| MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES K | ||||||||
| D | 043431814 | 57583R6WO | 2011-01-13 | $436,019,104 | SERIES K - SEE SCHEDULE K PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $171,320,000 | $0 | $0 | $0 | $420,000 | $0 | $0 | $0 | $170,900,000 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $56,085,000 | $0 | $229,981,250 | $0 | $0 | $0 | $2,556,080 | $116,071 | $0 | $227,309,098 | $0 | $0 | 2009 | false | false | Yes (true) | Yes (true) |
| C | $50,860,000 | $0 | $509,258,319 | $0 | $0 | $0 | $5,151,067 | $0 | $0 | $249,983,765 | $254,123,487 | $0 | 2010 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $81,825,000 | $0 | $436,030,814 | $0 | $0 | $0 | $3,523,063 | $0 | $0 | $201,342,457 | $231,165,294 | $0 | 2011 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
| D | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||||||
| A | false | false | Yes (true) | Yes (true) | Yes (true) | false | Yes (true) | CITIGROUP | 0.8 | Yes (true) | false | Yes (true) | |||
| MERRILL LYNCH | |||||||||||||||
| B | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 35. | false | false | ||
| 0 | |||||||||||||||
| C | false | Yes (true) | Yes (true) | false | false | false | false | 0 | false | Yes (true) | |||||
| MERRILL LYNCH | |||||||||||||||
| D | false | Yes (true) | false | false | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 35. | false | false | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES L | ||||||||
| A | 043431814 | 57583UMV7 | 2012-01-04 | $353,501,227 | SERIES L - SEE SCHEDULE K PART VI | false | false | false |
| MDFA PARTNERS HEALTHCARE SYSTEM INC SERIES M | ||||||||
| B | 043431814 | 57583UG77 | 2014-01-30 | $510,376,675 | SERIES M - SEE SCHEDULE K PART VI | false | false | false |
| MDFA PARTNERS HEALTHCARE SYSTEM SERIES N-1 AND N-2 | ||||||||
| C | 043431814 | 2014-08-27 | $141,350,000 | SERIES N - SEE SCHEDULE K PART VI | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $170,000 | $0 | $353,570,173 | $0 | $0 | $0 | $3,056,210 | $0 | $0 | $260,903,277 | $89,610,686 | $0 | 2012 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $885,000 | $0 | $510,376,950 | $0 | $0 | $0 | $4,042,015 | $0 | $0 | $360,854,935 | $145,480,000 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $141,350,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $141,350,000 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||||||
| A | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) | |||
| BEAR STEARNS | |||||||||||||
| B | false | Yes (true) | false | false | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 35. | false | false |
| BANK OF AMERICA | |||||||||||||
| C | false | Yes (true) | false | false | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 35. | false | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule K IRS990ScheduleK
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (15 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| D Shtasel | |||
| Family - Gottlieb | $211,953 | Salary-Mass General Phys. Org. | false |
| A Moriarty | |||
| Family - Moriarty | $160,290 | Salary-Brigham & Women's Hosp. | false |
| A Holliday | |||
| Family - McGough | $67,379 | Salary-Partners HealthCare S. | false |
| Abiomed | |||
| Termeer - Director | $717,000 | Products & Services | false |
| Actavis | |||
| Basgoz - Director | $2,113,084 | Products | false |
| Bank of America | |||
| Finucane - Director | $1,854,611 | Banking | false |
| Bank of America | |||
| Gifford - Director | $1,854,611 | Banking | false |
| Eversource | |||
| Gifford - Director | $18,114,092 | Utilities | false |
| NS Health Sys | |||
| McGough - Director | $653,080 | Services | false |
| RMFCRICO | |||
| Lawrence - Director | $99,237,839 | Insurance | false |
| RMFCRICO | |||
| Markell - Officer | $99,237,839 | Insurance | false |
| RMFCRICO | |||
| Moriarty - Director | $99,237,839 | Insurance | false |
| Medicalis | |||
| Holman - Director | $1,033,058 | Decision Support | false |
| ThermoFisher | |||
| Manzi - Director | $24,219,046 | Products | false |
| ThermoFisher | |||
| Sperling - Director | $24,219,046 | Products | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a | Statement of Program Service Accomplishments PARTNERS HEALTHCARE SYSTEM, INC., (PARTNERS) ESTABLISHED IN MARCH 1994, IS THE CORPORATION OVERSEEING THE AFFILIATION OF BRIGHAM AND WOMEN'S HEALTH CARE, THE MASSACHUSETTS GENERAL HOSPITAL, NSMC HEALTHCARE, INC., NEWTON-WELLESLEY HEALTH CARE SYSTEM, INC., PARTNERS CONTINUING CARE, INC. AND NEIGHBORHOOD HEALTH PLAN, INC. PARTNERS IS DEVELOPING AN INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGHOUT THE REGION THAT OFFERS PATIENTS A CONTINUUM OF COORDINATED, HIGH-QUALITY CARE. THE SYSTEM INCLUDES PRIMARY CARE PHYSICIANS AND SPECIALISTS, COMMUNITY HOSPITALS, THE TWO FOUNDING ACADEMIC MEDICAL CENTERS (MGH AND BWH) AND OTHER HEALTH-RELATED ENTITIES. PARTNERS IS CREATING A FRAMEWORK IN WHICH ALL ASPECTS OF THE HEALTH CARE DELIVERY SYSTEM ARE COORDINATED BETWEEN AND AMONG PROVIDERS AND FACILITIES. PARTNERS IMPROVES THE QUALITY OF HEALTH CARE AND FURTHER SERVES THE PUBLIC AT LARGE BY SUPPORTING ITS MEMBER ORGANIZATIONS SO THAT THEY MAY PURSUE THEIR 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. |
| Part VI, Section A, Line 1a | Executive Committee The Executive Committee has all of the responsibilities and authority of the Directors during intervals between meetings of the Directors except for the powers specified in Section 55 of Massachusetts General Laws, Chapter 156B. The Committee consists of three to five Directors of the Corporation appointed annually by the Board of Directors. |
| Part VI, Section A, Line 1b | Independent Voting Board Members Partners HealthCare System, Inc. seeks to have a Board that is composed of individuals with the requisite expertise and community representation so that it may effectively govern. During this reporting period, some members of the Board, who contribute important expertise and diverse perspective, may have been affiliated with an organization that was involved in a transaction reported on Schedule L. In some instances, these transactions involved essential products and services for which the vendor chosen was a leading national or regional source. Three such vendors are nationally-known suppliers of health-care and/or research-related products; another is a primary regional supplier of electricity. In addition, Two Board members sit on the Board of our jointly-owned captive liability insurance company. As described on this Schedule O, Partners HealthCare System, Inc. has a conflict of interest policy to address instances where Partners HealthCare System, Inc. may be involved, directly or indirectly, in a transaction with a member of the Board. This policy protects against undue influence by Board members and assists the Board in making decisions that are in the best interests of Partners HealthCare System, Inc. |
| Form 990, Part VI, Section A, Line 2 | Business and Family Relationships Peter Markell & Richard Holbrook - Business Relationship G. Marshall Moriarty, Peter Markell & Edward Lawrence - Business Relationship Charles Gifford & Anne Finucane - Business Relationship |
| Form 990, Part VI, Section A, Lines 7a&b | Decisions of Governing Body Subject to Member Approval Pursuant to the corporate bylaws of the organization, the authority for the following actions is reserved to the members of the organization: - Members shall determine the number of PHS Directors and shall elect PHS Directors. Members may, by a vote, increase the number of PHS directors. Members may decrease the number of PHS Directors, but only to eliminate vacancies existing by reason of the death, resignation or removal of one or more elected PHS Directors. - Members may remove a PHS Director with or without cause by vote. - Members may amend PHS bylaws in whole or in part or may repeal and adopt new bylaws. Members may adopt, amend or repeal any Bylaw, including any Bylaws adopted, amended or repealed by the Directors. Pursuant to the laws of Massachusetts, the authority for the following actions is reserved to the member of the organization: - Amend or restate the Articles of Organization - Consolidation or merger - Sale, lease, exchange or disposition of all or substantially all of the organizations property or assets. |
| Form 990, Part VI, Section B, Line 11b | Form 990 Review The Form 990 was prepared and reviewed by the Partners HealthCare System, Inc. (PHS) Tax Department. Certain key sections were also reviewed by the PHS Executive Vice President of Administration and Finance, CFO and Treasurer; and by the PHS General Counsel. The Executive Vice President of Administration and Finance, CFO and Treasurer reviewed and signed the Form 990. The compensation disclosures were presented to and discussed with the PHS Compensation Committee at the May 5, 2015 meeting. The process for preparing and reviewing Form 990 was discussed at the May 13, 2015 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. |
| Form 990, Part VI, Section B, Line 12c | Conflict of Interest Policy For purposes of its annual tax filing, Partners HealthCare has an annual questionnaire process for obtaining information on interests that may give rise to conflicts from all officers, directors, trustees and key employees. In addition, in connection with Partners' Conflict of Interest Policy, the Partners Office for Interactions with Industry and Office of General Counsel work together to periodically distribute, collect and review disclosure statements from these individuals. The information on each such disclosure is reviewed by each individual's supervisor (who in the case of directors and trustees is deemed to consist of the Chairman of the Board and the entity's President/CEO, who review the disclosures with the assistance of the General Counsel or attorney representatives of his office). 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. |
| Form 990, Part VI, Line 15b | Process for Determining Compensation The organization has a board level compensation committee that reviews and approves the compensation for all listed officers and key employees except the Secretary. The committee is comprised of members of the board who are not employed by the organization, and no member may participate in the review and approval of compensation if the member has a conflict of interest with respect to that compensation arrangement. The committee relies on data, provided by an independent compensation consultant, which includes comparable compensation for similarly qualified persons, in functionally comparable positions, at similarly situated organizations. The deliberations and decisions of the committee are documented in minutes of the meeting. This review process occurs on an annual basis. |
| Part VI, Section C, Line 19 | Public Availability of Financial Statements and Governing Documents The Organization's governing documents are filed with the Massachusetts Secretary of State and the Financial Statements are filed with the Massachusetts Attorney General, all of which are open to public inspection. The Organization's conflict of interest policy is available on the Organization's website. |
| Part XI, Line 9 | Other Changes in Net Assets or Fund Balances Other changes in net assets or fund balances relate to: -Change in funded status of defined benefit plans $(2,981,028) -Equity Investment Activity $4,978,823 -Change in fair value of hedging interest rate swaps $35,523,275 Total $37,521,070 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Partners HealthCare International LLC | |||||||||
| 800 Boylston Street | Boston | MA | 02199 | 205281203 | Med Training | MA | $18,387,496 | $19,079,760 | PHS |
| PD Productions LLC | |||||||||
| 101 Merrimac Street 3rd Floor | Boston | MA | 02114 | 562383458 | Med Education | MA | $0 | $0 | PHS |
| Partners Private Care LLC | |||||||||
| 1101 Worcester Road | Framingham | MA | 01701 | 263871702 | Home Health | MA | $0 | $0 | PHC |
| GeneInsight LLC | |||||||||
| 101 Huntington Avenue | Boston | MA | 02199 | 461081053 | R & D | MA | $2,360,909 | $0 | PHS |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (50 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| The Massachusetts General Hospital (MGH) | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | 041564655 | Healthcare | MA | 501(c)(3) | 7 | PHS | Yes (true) |
| The General Hospital Coporation | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | 042697983 | Healthcare | MA | 501(c)(3) | 3 | MGH | Yes (true) |
| Massachusetts General Physicians Org | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | 042807148 | Healthcare | MA | 501(c)(3) | 9 | MGH | Yes (true) |
| The MGH Health Services Corporation | ||||||||||
| 55 Fruit Street | Boston | MA | 02114 | 222717383 | Healthcare | MA | 501(c)(3) | 11a | MGH | Yes (true) |
| The MGH Institute of Health Professions | ||||||||||
| 36 First Avenue | Charlestown | MA | 02129 | 042868893 | Med Education | MA | 501(c)(3) | 2 | MGH | Yes (true) |
| McLean HealthCare Inc (MHC) | ||||||||||
| 115 Mill Street | Belmont | MA | 02478 | 204572876 | Admin Support | MA | 501(c)(3) | 11a | MGH | Yes (true) |
| The McLean Hospital Corporation | ||||||||||
| 115 Mill Street | Belmont | MA | 02478 | 042697981 | Healthcare | MA | 501(c)(3) | 3 | MHC | Yes (true) |
| Martha's Vineyard Hospital Inc (MVH) | ||||||||||
| Linton Lane PO Box 1477 | Oak Bluffs | MA | 02557 | 042104691 | Healthcare | MA | 501(c)(3) | 3 | MGH | Yes (true) |
| WNR Inc | ||||||||||
| 1 Linton Lane | Oak Bluffs | MA | 02557 | 043419920 | Nursing Svcs. | MA | 501(c)(3) | 9 | MVH | Yes (true) |
| Nantucket Cottage Hospital (NCH) | ||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | 042103823 | Healthcare | MA | 501(c)(3) | 3 | MGH | Yes (true) |
| Nantucket Cottage Hospital Foundation | ||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | 043829745 | Admin Support | MA | 501(c)(3) | 11a | NCH | Yes (true) |
| Brigham and Women's Health Care (BWHC) | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 042921338 | Admin Support | MA | 501(c)(3) | 7 | PHS | Yes (true) |
| The Brigham and Women's Hospital (BWH) | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | Healthcare | MA | 501(c)(3) | 3 | BWHC | Yes (true) |
| Biosciences Research Foundation Inc | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 222483849 | Promote Res. | MA | 501(c)(3) | 11a | BWHC | Yes (true) |
| BWH Research Inc | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043011445 | Med Research | MA | 501(c)(3) | 11a | BWHC | Yes (true) |
| Brigham Community Practices Inc | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 222588069 | Healthcare | MA | 501(c)(3) | 9 | BWHC | Yes (true) |
| Brigham and Women's Phys Org (BWPO) | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043466314 | Healthcare | MA | 501(c)(3) | 9 | BWHC | Yes (true) |
| BWH Anesthesia Res & Educ Foundation | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043492603 | Med Res & Edu | MA | 501(c)(3) | 7 | BWPO | Yes (true) |
| Brigham Medical Res & Edu Foundation | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043539249 | Med Res & Edu | MA | 501(c)(3) | 11a | BWPO | Yes (true) |
| Brigham & Women's Ob-Gyn Res & Edu | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043494863 | Med Res & Edu | MA | 501(c)(3) | 7 | BWPO | Yes (true) |
| Brigham Pathology Res & Edu Foundation | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 043541111 | Med Res & Edu | MA | 501(c)(3) | 11a | BWPO | Yes (true) |
| Brigham Radiology Res & Edu Foundation | ||||||||||
| 75 Francis Sreet | Boston | MA | 02115 | 043425905 | Med Res & Edu | MA | 501(c)(3) | 11a | BWPO | Yes (true) |
| Brigham and Women's Faulkner Hosp(BWFH) | ||||||||||
| 1153 Centre Street | Boston | MA | 02130 | 042768256 | Healthcare | MA | 501(c)(3) | 3 | BWHC | Yes (true) |
| Village Manor Nursing Home Inc | ||||||||||
| 1153 Centre Street | Boston | MA | 02130 | 042775265 | Nursing Home | MA | 501(c)(3) | 3 | BWFH | Yes (true) |
| Partners Continuing Care Inc (PCC) | ||||||||||
| Prudential Tower 800 Boylston Stre | Boston | MA | 02199 | 260003495 | Admin Support | MA | 501(c)(3) | 11a | PHS | Yes (true) |
| Spaulding Rehabilitation Hospital Corp | ||||||||||
| 300 First Avenue | Charlestown | MA | 02129 | 042551124 | Healthcare | MA | 501(c)(3) | 3 | PCC | Yes (true) |
| Rehab Hospital of the Cape & Islands | ||||||||||
| 311 Service Road | East Sandwich | MA | 02537 | 043071419 | Healthcare | MA | 501(c)(3) | 3 | PCC | Yes (true) |
| Shaughnessy-Kaplan Rehabilitation Hosp | ||||||||||
| Dove Avenue | Salem | MA | 01970 | 043067082 | Healthcare | MA | 501(c)(3) | 3 | PCC | Yes (true) |
| Partners Home Care Inc (PHC) | ||||||||||
| 281 Winter Street | Waltham | MA | 02451 | 042918280 | Home Health | MA | 501(c)(3) | 9 | PCC | Yes (true) |
| Partners Hospice Inc | ||||||||||
| 48 Woerd Avenue 102 | Waltham | MA | 02453 | 042730504 | Home Health | MA | 501(c)(3) | 7 | PHC | Yes (true) |
| FRC Inc | ||||||||||
| 101 Merrimac Street | Boston | MA | 02114 | 222632121 | Healthcare | MA | 501(c)(3) | 3 | PCC | Yes (true) |
| NSMC HealthCare Inc (NSHC) | ||||||||||
| 81 Highland Avenue | Salem | MA | 01970 | 043294420 | Admin Support | MA | 501(c)(3) | 11a | PHS | Yes (true) |
| North Shore Medical Center Inc | ||||||||||
| 81 Highland Avenue | Salem | MA | 01970 | 043399616 | Healthcare | MA | 501(c)(3) | 3 | NSHC | Yes (true) |
| North Shore Physicians Group Inc | ||||||||||
| 81 Highland Avenue | Salem | MA | 01970 | 043080484 | Healthcare | MA | 501(c)(3) | 11a | NSHC | Yes (true) |
| Newton-Wellesley HealthCare System(NWHC) | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 204295282 | Admin Support | MA | 501(c)(3) | 11a | PHS | Yes (true) |
| Newton-Wellesley Hospital | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 042103611 | Healthcare | MA | 501(c)(3) | 3 | NWHC | Yes (true) |
| Newton-Wellesley Ambulatory Services | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 222560501 | Healthcare | MA | 501(c)(3) | 11a | NWHC | Yes (true) |
| Newton-Wellesley Hosp Charitable Found | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 043455952 | Fundraising | MA | 501(c)(3) | 7 | NWHC | Yes (true) |
| Newton-Wellesley Children's Corner Inc | ||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 042650246 | Child Care | MA | 501(c)(3) | 9 | NWHC | Yes (true) |
| Partners Medical International Inc | ||||||||||
| 100 Cambridge Street | Boston | MA | 02114 | 043197711 | Med. Training | MA | 501(c)(3) | 11a | PHS | Yes (true) |
| The Friends of The Brigham & Women's Hos | ||||||||||
| 75 Francis Street | Boston | MA | 02115 | 042239449 | Fundraising | MA | 501(c)(3) | 11a | BWHC | Yes (true) |
| Spaulding Hospital - Cambridge Inc | ||||||||||
| 1575 Cambridge Street | Cambridge | MA | 02138 | 270273715 | Hospital | MA | 501(c)(3) | 3 | PCC | Yes (true) |
| Nantucket Physician Organization Inc | ||||||||||
| 57 Prospect Street | Nantucket | MA | 02554 | 264349357 | Healthcare | MA | 501(c)(3) | 9 | MGH | Yes (true) |
| Neighborhood Health Plan Inc (NHP) | ||||||||||
| 253 Summer Street | Boston | MA | 02210 | 042932021 | Insurance | MA | 501(c)(4) | NONE | PHS | Yes (true) |
| Community Medical Alliance Inc | ||||||||||
| 253 Summer Street | Boston | MA | 02210 | 043454185 | Insurance | MA | 501(c)(3) | 11a | NHP | Yes (true) |
| Cooley Dickinson Hospital Inc | ||||||||||
| 30 Locust Street | Northampton | MA | 01060 | 222617175 | Hospital | MA | 501(c)(3) | 3 | CDHCC | Yes (true) |
| VNA & Hospice of Cooley Dickinson Inc | ||||||||||
| 168 Industrial Drive | Northampton | MA | 01060 | 042104788 | Home Health | MA | 501(c)(3) | 9 | CDHCC | Yes (true) |
| Cooley Dickinson Health Care Corp CDHCC | ||||||||||
| 30 Locust Street | Northampton | MA | 01060 | 042103561 | Admin Support | MA | 501(c)(3) | 11b | MGH | Yes (true) |
| CD Practice Associates Inc | ||||||||||
| POBox 911 | Northampton | MA | 01060 | 043194547 | Healthcare | MA | 501(c)(3) | 9 | CDHCC | Yes (true) |
| McLean Child Care Center Inc | ||||||||||
| 115 Mill Street | Belmont | MA | 02478 | 042932850 | Child Care | MA | 501(c)(3) | 11 | MHC | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHS Bay Colony Fund | |||||||||||||||
| 245 Park Avenue | NY | NY | 10167 | 133887448 | Investments | DE | PPIA | EXCLUDED | -$375,271 | $2,089,751 | false | -$327,707 | false | 0.93945 | |
| WELLINGTON TRUST COMPANY NA CTF QUALITY | |||||||||||||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | 046657593 | INVESTMENTS | MA | PPIA | EXCLUDED | $385,952 | $64,610,183 | false | $0 | false | 0.86455 | |
| PARTNERS INNOVATION FUND LLC | |||||||||||||||
| 101 HUNTINGTON AVENUE 4TH FLOOR | BOSTON | MA | 02199 | 262899986 | INVESTMENTS | MA | EXCLUDED | $0 | $21,720,834 | false | $0 | false | 1.00000 | N/A | |
| PARTNERS HEALTHCARE SYSTEM POOLED INVEST | |||||||||||||||
| 101 MERRIMAC STREET | BOSTON | MA | 02114 | 043268842 | INVESTMENTS | MA | PHS | EXCLUDED | $419,481,337 | $8,290,130,162 | false | $570,635 | Yes (true) | 0.99809 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Controlled OrganizationControlledOrganizationInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BSC Inc | ||||||||||||
| 75 Francis Street | Boston | MA | 02115 | 042987478 | Communication | MA | BWHC | C | $0 | $0 | Yes (true) | |
| Partners Community HealthCare Inc | ||||||||||||
| 800 Boylston Street | Boston | MA | 02199 | 043236175 | Healthcare | MA | PHS | C | $142,111,866 | $115,396,258 | Yes (true) | 1.00000 |
| Newton-Wellesley Physician Hospital Org | ||||||||||||
| 2014 Washington Street | Newton | MA | 02462 | 043209749 | Healthcare | MA | NWHC | C | $4,547,892 | $8,755,322 | Yes (true) | 1.00000 |
| GENEINSIGHT INC | ||||||||||||
| 101 hUNTINGTON aVE 4TH FLOOR C/O | BOSTON | MA | 02199 | 471764598 | SOFTWARE | MA | PHS | C CORP | $0 | $3,203,980 | Yes (true) | 0.80100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (64 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| The Massachusetts General Hospital | ||
| 1a(i) | $28,319,133 | FMV |
| The General Hospital Corporation | ||
| 1a(i) | $19,635,122 | FMV |
| Newton-Wellesley Hospital | ||
| 1a(i) | $6,575,969 | FMV |
| The Brigham and Women's Hospital | ||
| 1a(i) | $32,196,494 | FMV |
| The McLean Hospital Corporation | ||
| 1a(i) | $922,056 | FMV |
| The Spaulding Rehabilitation Hospital Corp | ||
| 1a(i) | $520,299 | FMV |
| Rehabilitation Hospital of the Cape & Islands | ||
| 1a(i) | $380,559 | FMV |
| Brigham and Women's Faulkner Hospital Inc | ||
| 1a(i) | $219,075 | FMV |
| North Shore Medical Center | ||
| 1a(i) | $12,107,042 | FMV |
| FRC Inc | ||
| 1a(i) | $170,758 | FMV |
| Partners Continuing Care | ||
| 1a(i) | $23,238 | FMV |
| Shaughnessy-Kaplan Rehabilitation Hospital | ||
| 1a(i) | $44,025 | FMV |
| The MGH Institute of Health Professions | ||
| 1a(i) | $136,521 | FMV |
| Cooley Dickinson Hospital Inc | ||
| 1a(i) | $2,183,781 | FMV |
| Partners Continuing Care | ||
| 1b | $15,011,475 | FMV |
| The Spaulding Rehabilitation Hospital Corp | ||
| 1b | $1,530,612 | FMV |
| Rehabilitation Hospital of the Cape & Islands | ||
| 1b | $492,066 | FMV |
| Partners Home Care Inc | ||
| 1b | $2,191,664 | FMV |
| Spaulding Hospital - Cambridge | ||
| 1b | $1,102,413 | FMV |
| FRC Inc | ||
| 1b | $822,571 | FMV |
| SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL | ||
| 1B | $706,603 | FMV |
| NEIGHBORHOOD HEALTH PLAN | ||
| 1B | $86,000,000 | FMV |
| Brigham and Women's Health Care Inc | ||
| 1c | $44,310,537 | FMV |
| The Massachusetts General Hospital | ||
| 1c | $53,982,545 | FMV |
| The Massachusetts General Hospital | ||
| 1c | $11,234,705 | FMV |
| McLean HealthCare | ||
| 1c | $2,985,477 | FMV |
| The Brigham and Women's Hospital | ||
| 1c | $8,721,104 | FMV |
| NSMC HealthCare | ||
| 1c | $8,369,860 | FMV |
| Newton-Wellesley Hospital | ||
| 1c | $1,901,594 | FMV |
| Newton-Wellesley Health Care System | ||
| 1c | $8,245,055 | FMV |
| Newton-Wellesley Hospital Charitable Found | ||
| 1c | $135,952 | FMV |
| Partners Continuing Care | ||
| 1c | $7,184,685 | FMV |
| MARTHA'S VINEYARD HOSPITAL | ||
| 1C | $647,000 | FMV |
| NANTUCKET COTTAGE HOSPITAL | ||
| 1C | $332,000 | FMV |
| NEIGHBORHOOD HEALTH PLAN | ||
| 1C | $1,247,000 | FMV |
| The Brigham and Women's Hospital | ||
| 1d | $194,300,000 | FMV |
| The McLean Hospital Corporation | ||
| 1d | $4,500,000 | FMV |
| North Shore Medical Center | ||
| 1d | $121,000,000 | FMV |
| MASSACHUSETTS GENERAL PHYSICIAN ORGANIZATION | ||
| 1d | $100,000,000 | FMV |
| The Massachusetts General Hospital | ||
| 1k | $939,400 | FMV |
| The Massachusetts General Hospital | ||
| 1l | $7,206,559 | FMV |
| The General Hospital Corporation | ||
| 1l | $176,818,509 | FMV |
| Massachusetts General Physicians Organization | ||
| 1l | $8,671,207 | FMV |
| The Spaulding Rehabilitation Hospital Corp | ||
| 1l | $8,828,037 | FMV |
| Partners Home Care | ||
| 1l | $3,892,935 | FMV |
| FRC Inc | ||
| 1l | $880,502 | FMV |
| Spaulding Hospital - Cambridge | ||
| 1l | $2,491,390 | FMV |
| Rehabilitation Hospital of the Cape & Islands | ||
| 1l | $1,682,783 | FMV |
| Partners Continuing Care | ||
| 1l | $836,377 | FMV |
| Marthas Vineyard Hospital | ||
| 1l | $432,505 | FMV |
| Nantucket Cottage Hospital | ||
| 1l | $1,178,868 | FMV |
| The McLean Hospital Corporation | ||
| 1l | $10,601,772 | FMV |
| The MGH Institute of Health Professions | ||
| 1l | $860,330 | FMV |
| The Brigham and Women's Hospital | ||
| 1l | $141,939,411 | FMV |
| Brigham and Women's Physicians Organization | ||
| 1l | $4,352,818 | FMV |
| Brigham and Women's Faulkner Hospital Inc | ||
| 1l | $8,935,101 | FMV |
| North Shore Medical Center | ||
| 1l | $30,883,027 | FMV |
| Shaughnessy-Kaplan Rehabilitation Hospital | ||
| 1l | $1,754,466 | FMV |
| Newton-Wellesley Hospital | ||
| 1l | $20,909,902 | FMV |
| Partners Community HealthCare | ||
| 1l | $5,685,830 | FMV |
| NEIGHBORHOOD HEALTH PLAN | ||
| 1L | $201,900 | FMV |
| NEWTON WELLESLY HEALTHCARE | ||
| 1L | $50,876 | FMV |
| NORTH SHORE PHYSICIANS GROUP | ||
| 1L | $143,952 | FMV |
| BRIGHAM AND WOMEN'S HEALTHCARE INC | ||
| 1L | $96,617 | FMV |