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JORDAN PHYSICIAN ASSOCIATES INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JORDAN PHYSICIAN ASSOCIATES INC (EIN 04-3228556)
Tax period
2013-10-01 to 2014-09-30
Filed
2015-08-14
IRS object ID
201502269349303960
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-14T15:25:24-05:00ReturnTs
Tax Period End2014-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO JERICHO PLAZAAddressLine1
CityJERICHOCity
StateNYState
ZIP Code11753ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043228556EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JORDAN PHYSICIAN ASSOCIATES INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJORDBusinessNameControlTxt
Phone5088302005PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 SANDWICH STREETAddressLine1
CityPLYMOUTHCity
StateMAState
ZIP Code02360ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON RADZEVICHPersonNm
Person TitleCFOPersonTitleTxt
Phone5088302005PhoneNum
Signature2015-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE KAWECKIPreparerPersonNm
PTINP00743140PTIN
Phone5169187000PhoneNum
Preparation2015-08-11PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJASON RADZEVICHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 SANDWICH STREETAddressLine1
CityPLYMOUTHCity
StateMAState
ZIP Code02360ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$18,687,823GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BIDPLYMOUTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee89TotalEmployeeCnt
Total Volunteers1TotalVolunteersCnt
Total Gross UBI$20,846TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$31,154NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$16,759,747PYProgramServiceRevenueAmt
CY Program Service Revenue$18,320,081CYProgramServiceRevenueAmt
PY Investment Income-$2,247PYInvestmentIncomeAmt
CY Investment Income$1,101CYInvestmentIncomeAmt
PY Other Revenue$482,351PYOtherRevenueAmt
CY Other Revenue$316,721CYOtherRevenueAmt
PY Total Revenue$17,239,851PYTotalRevenueAmt
CY Total Revenue$18,637,903CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$15,221,299PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$16,700,259CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,814,874PYOtherExpensesAmt
CY Other Expenses$5,407,237CYOtherExpensesAmt
PY Total Expenses$21,036,173PYTotalExpensesAmt
CY Total Expenses$22,107,496CYTotalExpensesAmt
PY Revenues Less Expenses-$3,796,322PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,469,593CYRevenuesLessExpensesAmt
Total Assets BOY$2,215,855TotalAssetsBOYAmt
Total Assets EOY$4,731,528TotalAssetsEOYAmt
Total Liabilities BOY$3,290,220TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,373,461TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$1,074,365NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,358,067NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE O.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,047,160ExpenseAmt
DescSEE SCHEDULE O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$14,691,559ExpenseAmt
Revenue$14,804,581RevenueAmt
DescSEE SCHEDULE O.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,811,375ExpenseAmt
Revenue$3,811,375RevenueAmt
DescSEE SCHEDULE O.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$19,550,094TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document53IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee89EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY DWYERBusinessNameLine1
FieldValueIRS element (for citing)
Phone5087462000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 SANDWICH STAddressLine1
CityPLYMOUTHCity
StateMAState
ZIP Code02360ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
WENLIANG CHEN MD
TRUSTEE, SURGEON60.00Yes (X)$554,835$0$18,966
JAMES FANALE MD
TRUSTEE, EX-OFFICIO, THROUGH 9/2/141.00Yes (X)$0$448,782$126,99859.00
CLARK HINKLEY
CHAIR, TRUSTEE5.00Yes (X)$0$0$010.00
PETER J HOLDEN
PRES, CEO, TRUSTEE13.00Yes (X)$156,171$624,685$36,53752.00Yes (X)
ULRIKE KOHLER MD
TRUSTEE, PHYS INT MED60.00Yes (X)$258,932$0$27,651
IAN PASKOWSKI DC
TRUSTEE, CHIROPRACTOR60.00Yes (X)$195,087$0$7,699
JOSEPH IANNONI
TREASURER, CFO12.00$77,044$308,174$123,94148.00Yes (X)
NORRIS DENISE
SECRETARY1.00$0$63,129$24,45140.00Yes (X)
JASON RADZEVICH
TREASURER, CFO48.00$0$277,380$5,50912.00Yes (X)
RON RUTHERFORD
VP & CIO12.00$41,298$165,192$30,60548.00Yes (X)
MATTHEW TIERNEY MD
PHYSICIAN, VASCULAR SURG60.00$465,085$0$25,997Yes (X)
MARVIN LOPEZ MD
PHYSICIAN, SURG SPEC60.00$444,967$0$31,097Yes (X)
SCOTT JAMES MD
PHYSICIAN, VASCULAR SURG60.00$461,454$0$11,526Yes (X)
FRANCIS PODBIELSKI MD
PHYSICIAN, CARDIAC SURG60.00$411,995$0$11,526Yes (X)
DAVID HARDY MD
PHYSICIAN, INT MEDICINE60.00$332,858$0$15,156Yes (X)
JAMES ALBERT
FORMER VP & CIO12.00$44,694$178,775$14,52448.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,444,420TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,066,117TotReportableCompRltdOrgAmt
Total Other Compensation$512,183TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K43IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
ASSOCIATED PHYSICIANS OF HARVARD MEDICAL
375 LONGWOOD AVE 3RD FLOORBOSTONMA02215PHYSICIAN SERVICE, MED./HEALTHCARE PYMNT$11,065,228
MEDICAL CARE OF BOSTON MANAGEMENT CORP D
464 HILLSIDE AVENEEDHAMMA02492PHYSICIAN SERVICES$2,705,465
PRATT OBGYN ASSOCIATES INC
750 WASHINGTON ST NEMC1013BOSTONMA02110OB/GYN SERVICES$1,375,982
E CLINICAL WORKS LLC
PO BOX 847950BOSTONMA022847950SOFTWARE MAINTENANCE/TRAINING$109,119
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SPECIALTY CARE621400$16,276,333$16,276,333
HOSPITALISTS621110$2,043,748$2,043,748
FieldValueIRS element (for citing)
Total Program Service Revenue$18,320,081TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,101TotalRevenueColumnAmt
Exclusion$1,101ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$31,660RealAmt
Personal$2,500PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$49,920RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$18,260RealAmt
Personal$2,500PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$15,760TotalRevenueColumnAmt
Unrelated Business Revenue-$15,760UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEDICAL REFUND/REBATES900099$168,099$168,099
MISCELLANEOUS REVENUE900099$127,776$127,776
MED. DIR. ADVISORY FEE900099$36,606$36,606
FieldValueIRS element (for citing)
Other Revenue Total$332,481OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,637,903TotalRevenueColumnAmt
Related Or Exempt Func Income$18,615,956RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$20,846UnrelatedBusinessRevenueAmt
Exclusion$1,101ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,578,686TotalAmt
Program Services$1,422,321ProgramServicesAmt
Management And General$156,365ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$736,101TotalAmt
Program Services$654,436ProgramServicesAmt
Management And General$81,665ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$11,830,574TotalAmt
Program Services$10,512,614ProgramServicesAmt
Management And General$1,317,960ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$58,527TotalAmt
Program Services$52,089ProgramServicesAmt
Management And General$6,438ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,344,367TotalAmt
Program Services$2,086,487ProgramServicesAmt
Management And General$257,880ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$152,004TotalAmt
Program Services$135,284ProgramServicesAmt
Management And General$16,720ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$220,819TotalAmt
Management And General$220,819ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,000TotalAmt
Management And General$1,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,826TotalAmt
Management And General$40,826ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,135,867TotalAmt
Program Services$1,135,867ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,691,680TotalAmt
Program Services$1,425,179ProgramServicesAmt
Management And General$266,501ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,134,842TotalAmt
Program Services$1,016,366ProgramServicesAmt
Management And General$118,476ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$37,110TotalAmt
Program Services$28,575ProgramServicesAmt
Management And General$8,535ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$74,651TotalAmt
Program Services$47,776ProgramServicesAmt
Management And General$26,875ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$232,078TotalAmt
Program Services$232,078ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$734,637TotalAmt
Program Services$734,637ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUESDesc
Total$103,727TotalAmt
Program Services$66,385ProgramServicesAmt
Management And General$37,342ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,107,496TotalAmt
Program Services$19,550,094ProgramServicesAmt
Management And General$2,557,402ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$96,295BOYAmt
EOY$345,576EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$730,155BOYAmt
EOY$1,772,112EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$27,998BOYAmt
EOY$24,877EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$530,455BOYAmt
EOY$29,863EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,449,287LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$195,025LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$485,182BOYAmt
EOY$2,254,262EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$345,770BOYAmt
EOY$304,838EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,215,855BOYAmt
EOY$4,731,528EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,997,337BOYAmt
EOY$811,647EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,292,883BOYAmt
EOY$1,561,814EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,290,220BOYAmt
EOY$2,373,461EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$1,074,365BOYAmt
EOY$2,358,067EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$1,074,365BOYAmt
EOY$2,358,067EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,215,855BOYAmt
EOY$4,731,528EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,469,593ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,550NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$6,896,475OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,357,588CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,141,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,048,516CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,239,599CurrentTaxYearMinus1YearAmt
Current Tax Year$18,615,956CurrentTaxYearAmt
Total$83,402,835TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,357,588CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,141,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,048,516CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,239,599CurrentTaxYearMinus1YearAmt
Current Tax Year$18,615,956CurrentTaxYearAmt
Total$83,402,835TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$83,402,835PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$4,409CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$252CurrentTaxYearMinus1YearAmt
Current Tax Year$1,101CurrentTaxYearAmt
Total$5,762TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$4,409CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$252CurrentTaxYearMinus1YearAmt
Current Tax Year$1,101CurrentTaxYearAmt
Total$5,762TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year$20,846CurrentTaxYearAmt
Total$20,846TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,357,588CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,141,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,052,925CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,239,851CurrentTaxYearMinus1YearAmt
Current Tax Year$18,637,903CurrentTaxYearAmt
Total$83,429,443TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99970PublicSupportCY509Pct
Public Support PY5090.99990PublicSupportPY509Pct
Investment Income CY0.00010InvestmentIncomeCYPct
Investment Income PY0.00010InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,344,236InvestmentCostOrOtherBasisAmt
Depreciation$76,821DepreciationAmt
Book Value$1,267,415BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,105,051InvestmentCostOrOtherBasisAmt
Depreciation$118,204DepreciationAmt
Book Value$986,847BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,254,262TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
OTHER CURRENT ASSETS$252,805
OTHER ASSETS$52,033
FieldValueIRS element (for citing)
Total Book Value Other Assets$304,838TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
OTHER LIABILITIES$202,187
DUE TO AFFILIATES$1,248,629
ESTIMATED 3RD PARTY SETTLEMENT$110,998
FieldValueIRS element (for citing)
Total Liability$1,561,814TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$248,456,014TotalRevEtcAuditedFinclStmtAmt
Other Revenue$229,768,191OtherRevenueAmt
Revenue Not Reported$229,768,191RevenueNotReportedAmt
Revenue Subtotal$18,687,823RevenueSubtotalAmt
Other Revenues Not Included-$49,920OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$49,920RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$18,637,903TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$214,069,880TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$191,912,464OtherExpensesIncludedAmt
Expenses Not Reported$191,912,464ExpensesNotReportedAmt
Expenses Subtotal$22,157,416ExpensesSubtotalAmt
Other Expenses Not Included-$49,920OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$49,920ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$22,107,496TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:AS NOTED THROUGHOUT THIS FILING, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF JORDAN HEALTH SYSTEMS, INC (JHSI) AND BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH (BID-PLYMOUTH) AND JHSI SERVES AS THE SOLE MEMBER OF JORDAN PHYSICIAN ASSOCIATES. THE CONSOLIDATED FINANCIAL STATEMENTS OF BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH AND AFFILIATES ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF BIDMC AND AFFILIATES. THE TEXT OF THE FOOTNOTE BELOW IS FROM THE BIDMC CONSOLIDATED FINANCIAL STATEMENTS. BIDMC, APG, NEEDHAM, MILTON, PLYMOUTH AND HMFP HAVE BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(3) AND, THEREFORE, ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE MEDICAL CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE MEDICAL CENTER DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN EITHER 2014 OR 2013.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CONSOLIDATED ENTITIES NET OF ELIMINATION 229,762,641. EFFECTS OF AFFILIATIONS 5,550.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENT EXPENSE -49,920.
PART XII, LINE 2D - OTHER ADJUSTMENTS:NET TO ELIMINATIONS 191,912,464.
PART XII, LINE 4B - OTHER ADJUSTMENTS:RENT EXPENSE -49,920.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (1)InitialContractExceptionInd
Rebuttable Presumption ProcYes (1)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WENLIANG CHEN MD
TRUSTEE, SURGEON$516,398$0$0$0$38,437$0$10,200$0$8,766$0$573,801$0$0$0
JAMES FANALE MD
TRUSTEE, EX-OFFICIO, THROUGH 9/2/14$0$376,807$0$55,373$0$16,602$0$105,101$0$21,897$0$575,780$0$0
PETER J HOLDEN
PRES, CEO, TRUSTEE$97,876$391,504$20,000$80,000$38,295$153,181$2,550$10,200$4,757$19,030$163,478$653,915$0$0
ULRIKE KOHLER MD
TRUSTEE, PHYS INT MED$148,740$0$75,832$0$34,360$0$7,066$0$20,585$0$286,583$0$0$0
IAN PASKOWSKI DC
TRUSTEE, CHIROPRACTOR$154,027$0$26,200$0$14,860$0$6,685$0$1,014$0$202,786$0$0$0
JOSEPH IANNONI
TREASURER, CFO$65,052$260,207$9,579$38,316$2,413$9,651$20,369$81,475$4,419$17,678$101,832$407,327$0$0
JASON RADZEVICH
TREASURER, CFO$0$277,169$0$0$0$211$0$1,283$0$4,226$0$282,889$0$0
RON RUTHERFORD
VP & CIO$40,066$160,263$0$0$1,232$4,929$1,477$5,908$4,644$18,576$47,419$189,676$0$0
MATTHEW TIERNEY MD
PHYSICIAN, VASCULAR SURG$364,379$0$43,572$0$57,134$0$5,100$0$20,897$0$491,082$0$0$0
MARVIN LOPEZ MD
PHYSICIAN, SURG SPEC$438,109$0$0$0$6,858$0$10,200$0$20,897$0$476,064$0$0$0
SCOTT JAMES MD
PHYSICIAN, VASCULAR SURG$409,467$0$16,915$0$35,072$0$10,200$0$1,326$0$472,980$0$0$0
FRANCIS PODBIELSKI MD
PHYSICIAN, CARDIAC SURG$410,753$0$0$0$1,242$0$10,200$0$1,326$0$423,521$0$0$0
DAVID HARDY MD
PHYSICIAN, INT MEDICINE$258,887$0$72,850$0$1,121$0$6,424$0$8,732$0$348,014$0$0$0
JAMES ALBERT
FORMER VP & CIO$15,354$61,414$2,000$8,000$27,340$109,361$2,758$11,032$147$587$47,599$190,394$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINES 4A-BAS NOTED IN THIS FILING, JAMES ALBERT SERVED AS THE VICE PRESIDENT AND CHIEF INFORMATION OFFICER UNTIL MAY 2013. MR. ALBERT BECAME ELIGIBLE FOR CERTAIN SALARY CONTINUATION PAYMENTS ON LEAVING JHSI AND BID-PLYMOUTH AS NOTED IN MORE DETAIL IN THE DISCLOSURES BELOW. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN JORDAN PHYSICIAN ASSOCIATES' (JPA) FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2014 IS CALENDAR YEAR 2013 DETAIL. AS NOTED THROUGHOUT THIS FILING, JORDAN HEALTH SYSTEMS INC. AND BID-PLYMOUTH ARE AFFILIATES OF JPA AND ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986, AS AMENDED. DURING THE 2013 CALENDAR YEAR, JORDAN HEALTH SYSTEMS, INC. (JHSI) MAINTAINED AN IRC SECTION 457(B) PLAN PURSUANT TO WHICH THE ELIGIBLE EMPLOYEE COULD DEFER PART OF HIS COMPENSATION. THIS PLAN IS STRICTLY EMPLOYEE FUNDED WITH NO EMPLOYER DEFERRALS. UNDER THE DEFINITIONS TO THIS FORM 990, THIS PLAN IS CONSIDERED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. AMOUNTS DEFERRED AND AMOUNTS PAID OUT TO THE PARTICIPANT ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. DURING THAT SAME PERIOD, JPA MAINTAINED AN IRC SECTION 457(F) PLAN AND BID-PLYMOUTH AND JORDAN HEALTH SYSTEMS, INC. (JHSI) MAINTAINED TWO IRC SECTION 457(F) PLANS. ALL THREE PLANS ARE STRICTLY EMPLOYER FUNDED WITH NO EMPLOYEE DEFERRALS. UNDER THE DEFINITIONS TO THIS FORM 990, THESE PLANS ARE CONSIDERED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. EMPLOYER CONTRIBUTIONS TO EMPLOYEES ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. DISTRIBUTIONS FROM THESE PLANS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II COLUMN B(III), OTHER REPORTABLE COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. IN ADDITION, THE JPA 457(F) PLAN WAS TERMINATED IN DECEMBER 2013 AND THERE WERE NO EMPLOYER CONTRIBUTIONS MADE PURSUANT TO THAT PLAN DURING THE 2013 CALENDAR YEAR. ADDITIONAL DETAIL IS INCLUDED BELOW IN THE ADDITIONAL EXPLANATORY FOOTNOTES TO THIS FORM 990 SCHEDULE J.
PART I, LINE 7NON-FIXED PAYMENTS CERTAIN JPA, BID-PLYMOUTH AND JHSI COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING JPA'S AND/OR BID-PLYMOUTH'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, CONSOLIDATED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE IS REVIEWED AND APPROVED BY THE BID-PLYMOUTH EXECUTIVE COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, IS FULLY STAFFED BY INDEPENDENT MEMBERS.
PART I, LINE 8INITIAL CONTRACT EXCEPTION ALL AMOUNTS PAID TO JAMES ALBERT, JAMES FANALE, M.D., PETER HOLDEN, JOSEPH IANNONI AND JASON RADZEVICH DURING THE CALENDAR YEAR 2013 AND PAID BY JHSI WERE PAID PURSUANT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-4(A)(3) AND BID-PLYMOUTH AND JHSI FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-6(C) IN SETTING COMPENSATION FOR THE LISTED INDIVIDUALS.
SCHEDULE J EXPLANATORY FOOTNOTESJORDAN PHYSICIAN ASSOCIATES 2013 FORM 990 SCHEDULE J ADDITIONAL EXPLANATORY FOOTNOTES: REPORTABLE COMPENSATION LISTED IN FORM 990 PART VII INCLUDES BASE COMPENSATION, INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION AS REPORTED IN FORM 990 SCHEDULE J. OTHER COMPENSATION LISTED IN FORM 990 PART VII INCLUDES DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS AS REPORTED IN FORM 990 SCHEDULE J. REPORTABLE COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED IN THIS RETURN BUT QUANTIFIED IN OTHER REPORTABLE COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: AMOUNTS DEFERRED BY THE EMPLOYEE (PLUS EARNINGS) UNDER FULLY VESTED 457(B) PLAN; INCREASE/DECREASE IN VALUE OF NONQUALIFIED FULLY VESTED 457(B) PLAN; TAXABLE EMPLOYER-SUBSIDIZED PARKING; TAXABLE MOVING EXPENSES; TAXABLE LIFE, DISABILITY, OR LONG-TERM CARE INSURANCE; AND OTHER TAXABLE RETIREMENT BENEFITS DEFERRED COMPENSATION: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN DEFERRED COMPENSATION INCLUDE AMOUNTS FROM ONE OR MORE OF THE FOLLOWING ITEMS: EMPLOYER CONTRIBUTIONS TO 401K RETIREMENT PLAN, EMPLOYER CONTRIBUTIONS TO 403B RETIREMENT PLAN, EMPLOYER CONTRIBUTION TO PENSION PLAN NON-TAXABLE BENEFITS: AMOUNTS NOT OTHERWISE SEPARATELY NOTED BUT QUANTIFIED IN NON-TAXABLE BENEFITS INCLUDE AMOUNTS FROM ONE OR MORE OF THE NON-TAXABLE BENEFITS: EMPLOYEE CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYER CONTRIBUTIONS TO HEALTH INSURANCE, EMPLOYEE CONTRIBUTIONS TO FLEXIBLE SPENDING ACCOUNTS FOR DEPENDENT CARE AND/OR MEDICAL REIMBURSEMENT, GROUP TERM LIFE INSURANCE, DISABILITY INSURANCE ALL DIRECTORS/TRUSTEES SERVE WITHOUT COMPENSATION OR BENEFITS. COMPENSATION PAID TO OFFICERS, DIRECTORS, TRUSTEES OR KEY EMPLOYEES WAS EARNED FOR WORK PERFORMED IN A CAPACITY OTHER THAN THAT OF DIRECTOR/TRUSTEE, AS DENOTED BY THE LISTED TITLES JORDAN PHYSICIAN ASSOCIATES, BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH, BETH ISRAEL DEACONESS HOSPITALMILTON, BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM, BETH ISRAEL DEACONESS MEDICAL CENTER, JORDAN HEALTH SYSTEMS INC. AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 990 PART VII AND FORM 990 SCHEDULE J AS JPA, BID-PLYMOUTH, BID-MILTON, BIDN, BIDMC, JHSI AND HMFP RESPECTIVELY. IN ADDITION, BIDMC IS THE SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A AFFILIATED PHYSICIANS GROUP WHICH MAY BE REFERRED TO IN THESE EXPLANATORY NOTES AS APG. CHEN, M.D., WENLIANG TRUSTEE JORDAN PHYSICIAN ASSOCIATES PHYSICIAN, GENERAL SURGERY JORDAN PHYSICIAN ASSOCIATES DR. WENLIANG DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 516,398 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 38,437 DEFERRED COMPENSATION: 10,200 NON-TAXABLE BENEFITS: 8,766 OTHER REPORTABLE COMPENSATION FOR DR. CHEN INCLUDES A DISTRIBUTION FROM A 457(F) PLAN IN THE AMOUNT OF $37,897. FANALE, M.D., JAMES TRUSTEE (EX-OFFICIO) JORDAN PHYSICIAN ASSOCIATES SENIOR VICE PRESIDENT, SYSTEM DEVELOPMENT JORDAN HEALTH SYSTEMS, INC. SENIOR VICE PRESIDENT, SYSTEM DEVELOPMENT BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH DIRECTOR MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A AFFILIATED PHYSICIANS GROUP DR. FANALE DEVOTED, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. FANALE RESIGNED FROM HIS POSITION AS SENIOR VICE PRESIDENT, SYSTEM DEVELOPMENT AT BID-PLYMOUTH AND JHSI, TRUSTEE (EX-OFFICIO) AT JPA AND DIRECTOR AT APG EFFECTIVE SEPTEMBER 2, 2014. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2013 CALENDAR YEAR, DR. FANALE PERFORMED SERVICES FOR BID-PLYMOUTH AND JHSI AND WAS COMPENSATED BY JHSI. AS REQUIRED BY THIS FORM 990, THE PORTION OF DR. FANALE'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JHSI: BASE COMPENSATION: 188,403 INCENTIVE COMPENSATION: 27,686 OTHER REPORTABLE COMPENSATION: 8,301 DEFERRED COMPENSATION: 52,550 NON-TAXABLE BENEFITS: 10,949 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 188,404 INCENTIVE COMPENSATION: 27,687 OTHER REPORTABLE COMPENSATION: 8,301 DEFERRED COMPENSATION: 52,551 NON-TAXABLE BENEFITS: 10,948 DEFERRED COMPENSATION REPORTED FOR DR. FANALE INCLUDES A 457(F) PLAN CONTRIBUTION IN THE AMOUNT OF $93,000. HINKLEY, CLARK CHAIR, TRUSTEE JORDAN PHYSICIAN ASSOCIATES CHAIR, DIRECTOR BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH CHAIR, DIRECTOR JORDAN HEALTH SYSTEMS, INC. MR. HINKLEY DEVOTES, ON AVERAGE, A COMBINED 15 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. HOLDEN, PETER J. PRESIDENT, CHIEF EXECUTIVE OFFICER, TRUSTEE (EX-OFFICIO) JORDAN PHYSICIAN ASSOCIATES PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR (EX-OFFICIO) BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR JORDAN HEALTH SYSTEMS, INC. MR. HOLDEN DEVOTES, ON AVERAGE, A COMBINED 65 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2013 CALENDAR YEAR, MR. HOLDEN PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY THIS FORM 990, THE PORTION OF MR. HOLDEN'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 97,876 INCENTIVE COMPENSATION: 20,000 OTHER REPORTABLE COMPENSATION: 38,295 DEFERRED COMPENSATION: 2,550 NON-TAXABLE BENEFITS: 4,757 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 391,504 INCENTIVE COMPENSATION: 80,000 OTHER REPORTABLE COMPENSATION: 153,181 DEFERRED COMPENSATION: 10,200 NON-TAXABLE BENEFITS: 19,030 OTHER REPORTABLE COMPENSATION FOR MR. HOLDEN INCLUDES A DISTRIBUTION IN THE AMOUNT OF $155,182 AND A DEFERRAL IN THE AMOUNT OF $15,700 UNDER A 457(B) PLAN. KOHLER, M.D., ULRIKE TRUSTEE JORDAN PHYSICIAN ASSOCIATES PHYSICIAN, INTERNIST JORDAN PHYSICIAN ASSOCIATES DR. KOHLER DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2013 CALENDAR YEAR, DR. KOHLER PERFORMED SERVICES FOR BID-PLYMOUTH AND WAS COMPENSATED BY JPA. AS REQUIRED BY THIS FORM 990, DR. KOHLER'S COMPENSATION HAS BEEN REPORTED AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 148,740 INCENTIVE COMPENSATION: 75,832 OTHER REPORTABLE COMPENSATION: 34,360 DEFERRED COMPENSATION: 7,066 NON-TAXABLE BENEFITS: 20,585 OTHER REPORTABLE COMPENSATION FOR DR. KOHLER INCLUDES A DISTRIBUTION FROM A 457(F) PLAN IN THE AMOUNT OF $33,670. PASKOWSKI, D.C., IAN TRUSTEE JORDAN PHYSICIAN ASSOCIATES CHIROPRACTIC AND SPINE CARE JORDAN PHYSICIAN ASSOCIATES DR. PASKOWSKI DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 154,027 INCENTIVE COMPENSATION: 26,200 OTHER REPORTABLE COMPENSATION: 14,860 DEFERRED COMPENSATION: 6,685 NON-TAXABLE BENEFITS: 1,014 OTHER REPORTABLE COMPENSATION FOR DR. KOHLER INCLUDES A DISTRIBUTION FROM A 457(F) PLAN IN THE AMOUNT OF $14,560.
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED)IANNONI, JOSEPH VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER JORDAN PHYSICIAN ASSOCIATES VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER JORDAN HEALTH SYSTEMS, INC. MR. IANNONI RESIGNED FROM THE ABOVE ROLES EFFECTIVE FEBRUARY 18, 2014 AND DEVOTED, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2013 CALENDAR YEAR, MR. IANNONI PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY THIS FORM 990, THE PORTION OF MR. IANNONI'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 65,052 INCENTIVE COMPENSATION: 9,579 OTHER REPORTABLE COMPENSATION: 2,413 DEFERRED COMPENSATION: 20,369 NON-TAXABLE BENEFITS: 4,419 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 260,207 INCENTIVE COMPENSATION: 38,316 OTHER REPORTABLE COMPENSATION: 9,651 DEFERRED COMPENSATION: 81,475 NON-TAXABLE BENEFITS: 17,678 DEFERRED COMPENSATION REPORTED FOR MR. IANNONI INCLUDES A 457(F) PLAN CONTRIBUTION IN THE AMOUNT OF $90,000. NORRIS, DENISE SECRETARY JORDAN PHYSICIAN ASSOCIATES EXECUTIVE ASSISTANT AND CONTRACT SPECIALIST BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH MS. NORRIS DEVOTES, ON AVERAGE, 40 HOURS PER WEEK TO HER ROLES AT BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2013 CALENDAR YEAR, MS. NORRIS PERFORMED SERVICES FOR, AND WAS COMPENSATED BY, BID-PLYMOUTH. PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 61,077 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 2,052 DEFERRED COMPENSATION: 2,004 NON-TAXABLE BENEFITS: 22,447 RADZEVICH, JASON VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER JORDAN PHYSICIAN ASSOCIATES VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER JORDAN HEALTH SYSTEMS, INC. VICE PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICER BETH ISRAEL DEACONESS HOSPITAL MILTON VICE PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICER MILTON HOSPITAL FOUNDATION CHIEF FINANCIAL OFFICER COMMUNITY PHYSICIANS ASSOCIATES MR. RADZEVICH RESIGNED FROM HIS POSITIONS AS VICE PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICER AT BID-MILTON AND THE MILTON HOSPITAL FOUNDATION AND AS CHIEF FINANCIAL OFFICER AT COMMUNITY PHYSICIANS ASSOCIATES EFFECTIVE APRIL 1, 2014. MR. RADZEVICH COMMENCED HIS POSITIONS AS VICE PRESIDENT OF FINANCE, CHIEF FINANCIAL OFFICER AND TREASURER AT BID-PLYMOUTH, JORDAN HEALTH SYSTEMS INC. AND JORDAN PHYSICIAN ASSOCIATES ON MAY 5, 2014. AS REQUIRED BY FORM 990, COMPENSATION REPORTED IN THIS FILING FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2014 REPRESENTS PAYMENTS MADE BY BID-MILTON DURING THE CALENDAR YEAR 2013. MR. RADZEVICH DEVOTED TO HIS FORMER POSITIONS AND NOW DEVOTES TO HIS CURRENT POSITIONS, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BID-MILTON: BASE COMPENSATION: 277,169 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 211 DEFERRED COMPENSATION: 1,283 NON-TAXABLE BENEFITS: 4,226 RUTHERFORD, RON VICE PRESIDENT AND CHIEF INFORMATION OFFICER JORDAN PHYSICIAN ASSOCIATES VICE PRESIDENT AND CHIEF INFORMATION OFFICER BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH VICE PRESIDENT AND CHIEF INFORMATION OFFICER JORDAN HEALTH SYSTEMS, INC. FORMER DEPUTY CHIEF INFORMATION OFFICER BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH FORMER DEPUTY CHIEF INFORMATION OFFICER JORDAN PHYSICIAN ASSOCIATES FORMER DEPUTY CHIEF INFORMATION OFFICER JORDAN HEALTH SYSTEMS, INC. MR. RUTHERFORD SERVED AS THE DEPUTY CHIEF INFORMATION OFFICER UNTIL AUGUST 1, 2013 WHEN HE BECAME VICE PRESIDENT AND CHIEF INFORMATION OFFICER. MR. RUTHERFORD DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2013 CALENDAR YEAR, MR. RUTHERFORD PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY BID-PLYMOUTH AND JHSI. AS REQUIRED BY THIS FORM 990, THE PORTION OF MR. RUTHERFORD'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 40,066 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 1,232 DEFERRED COMPENSATION: 1,477 NON-TAXABLE BENEFITS: 4,644 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 160,263 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 4,929 DEFERRED COMPENSATION: 5,908 NON-TAXABLE BENEFITS: 18,576 TIERNEY, M.D., MATTHEW PHYSICIAN, VASCULAR SURGERY JORDAN PHYSICIAN ASSOCIATES DR. TIERNEY DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY JPA: BASE COMPENSATION: 364,379 INCENTIVE COMPENSATION: 43,572 OTHER REPORTABLE COMPENSATION: 57,134 DEFERRED COMPENSATION: 5,100 NON-TAXABLE BENEFITS: 20,897 OTHER REPORTABLE COMPENSATION FOR DR. TIERNEY INCLUDES A DISTRIBUTION FROM A 457(F) PLAN IN THE AMOUNT OF $56,324. LOPEZ, M.D., MARVIN PHYSICIAN, SURGICAL SPECIALIST JORDAN PHYSICIAN ASSOCIATES DR. LOPEZ DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY JPA: BASE COMPENSATION: 438,109 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 6,858 DEFERRED COMPENSATION: 10,200 NON-TAXABLE BENEFITS: 20,897 JAMES, M.D., SCOTT PHYSICIAN, VASCULAR SURGERY JORDAN PHYSICIAN ASSOCIATES DR. JAMES DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY JPA: BASE COMPENSATION: 409,467 INCENTIVE COMPENSATION: 16,915 OTHER REPORTABLE COMPENSATION: 35,072 DEFERRED COMPENSATION: 10,200 NON-TAXABLE BENEFITS: 1,326 OTHER REPORTABLE COMPENSATION FOR DR. JAMES INCLUDES A DISTRIBUTION FROM A 457(F) PLAN IN THE AMOUNT OF $34,532. PODBIELSKI, M.D., FRANCIS PHYSICIAN, CARDIAC SURGERY JORDAN PHYSICIAN ASSOCIATES DR. PODBIELSKI DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY JPA:
SCHEDULE J EXPLANATORY FOOTNOTES (CONTINUED)BASE COMPENSATION: 410,753 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 1,242 DEFERRED COMPENSATION: 10,200 NON-TAXABLE BENEFITS: 1,326 HARDY, M.D., DAVID PHYSICIAN, INTERNAL MEDICINE JORDAN PHYSICIAN ASSOCIATES DR. HARDY DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS MADE BY JPA: BASE COMPENSATION: 258,887 INCENTIVE COMPENSATION: 72,850 OTHER REPORTABLE COMPENSATION: 1,121 DEFERRED COMPENSATION: 6,424 NON-TAXABLE BENEFITS: 8,732 ALBERT, JAMES FORMER VICE PRESIDENT AND CHIEF INFORMATION OFFICER JORDAN PHYSICIAN ASSOCIATES FORMER VICE PRESIDENT AND CHIEF INFORMATION OFFICER BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH FORMER VICE PRESIDENT AND CHIEF INFORMATION OFFICER JORDAN HEALTH SYSTEMS, INC. MR. ALBERT SERVED AS THE VICE PRESIDENT AND CHIEF INFORMATION OFFICER UNTIL MAY 2013 AND DEVOTED, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DURING THE PERIOD COVERED BY THIS FILING AND FOR THE 2013 CALENDAR YEAR, MR. ALBERT PERFORMED SERVICES FOR BID-PLYMOUTH AND JPA AND WAS COMPENSATED BY JHSI. AS REQUIRED BY THIS FORM 990, THE PORTION OF MR. ALBERT'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY JPA: BASE COMPENSATION: 15,354 INCENTIVE COMPENSATION: 2,000 OTHER REPORTABLE COMPENSATION: 27,340 DEFERRED COMPENSATION: 2,758 NON-TAXABLE BENEFITS: 147 PAYMENTS REPORTED BY BID-PLYMOUTH: BASE COMPENSATION: 61,414 INCENTIVE COMPENSATION: 8,000 OTHER REPORTABLE COMPENSATION: 109,361 DEFERRED COMPENSATION: 11,032 NON-TAXABLE BENEFITS: 587 OTHER REPORTABLE COMPENSATION FOR MR. ALBERT INCLUDES SALARY CONTINUATION PAYMENTS PAID IN THE AMOUNT OF $134,833 DURING THE CALENDAR YEAR 2013. DEFERRED COMPENSATION REPORTED FOR MR. ALBERT INCLUDES A 457(F) PLAN CONTRIBUTION IN THE AMOUNT OF $10,500.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I & PART III, LINE 1DESCRIPTION OF ORGANIZATION'S MISSION JORDAN PHYSICIAN ASSOCIATES (JPA) IS A NETWORK OF COMMUNITY BASED PHYSICIANS AFFILIATED WITH BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH. THE PHYSICIANS OF JPA TREAT ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, AND PROUDLY SERVE THE COMMUNITIES OF BOURNE, CARVER, DUXBURY, HALIFAX, KINGSTON, LAKEVILLE, PEMBROKE, PLYMPTON, PLYMOUTH, MARSHFIELD, MIDDLEBORO, SANDWICH AND WAREHAM. JPA IS DEDICATED TO PROVIDING HIGH-QUALITY, CUTTING-EDGE CARE TO PATIENTS IN THE COMMUNITIES WHERE THEY LIVE AND WORK, REGARDLESS OF THEIR RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. JPA IS AFFILIATED WITH BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH (BID-PLYMOUTH OR HOSPITAL) AND BOTH ARE COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITIES SERVED BY PROVIDING HIGH QUALITY, PERSONALIZED HEALTH CARE WITH COMPASSION, DIGNITY AND RESPECT FOR PATIENT RIGHTS IN A COST EFFECTIVE AND SAFE ENVIRONMENT. JORDAN HEALTH SYSTEMS INC. IS THE SOLE MEMBER OF JPA AND BID-PLYMOUTH.
FORM 990, PART III, LINE 4APRIMARY CARE SERVICES JORDAN PHYSICIAN ASSOCIATES (JPA) HAS FOURTEEN PHYSICIAN OFFICES THAT SPECIALIZE IN THE DELIVERY OF PRIMARY CARE IN PLYMOUTH AND THE OTHER COMMUNITIES SERVED BY JPA AND BID-PLYMOUTH. PRIMARY CARE PHYSICIANS (PCPS) ARE COMMUNITY BASED MEDICAL DOCTORS WHO GENERALLY PROVIDE THE FIRST CONTACT FOR A PATIENT WITH A NON-EMERGENT UNDIAGNOSED HEALTH CONCERN, AS WELL AS CONTINUING CARE FOR A VARIETY OF MEDICAL CONDITIONS, KEEPING CARE IN THE COMMUNITY WHEN IT IS APPROPRIATE. WHEN ADVANCED CARE IS NEEDED, JPA PROVIDES CONVENIENT ACCESS TO HIGH QUALITY COMMUNITY CARE AT ITS AFFILIATE, BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, AND LEADING EDGE TREATMENT FROM BETH ISRAEL DEACONESS MEDICAL CENTER, A WORLD RENOWNED TERTIARY CARE ACADEMIC MEDICAL CENTER AND THE SOLE MEMBER OF BID-PLYMOUTH. DURING THE PERIOD COVERED BY THIS FILING, JPA PCPS PROVIDED 21,932 VISITS TO PATIENTS IN THE COMMUNITIES THEY SERVE.
FORM 990, PART III, LINE 4BSPECIALTY CARE JPA PROVIDES SPECIALTY CARE TO THE COMMUNITY IN THE AREAS OF OBSTETRICS, ONCOLOGY, NEUROLOGY, ENDOCRINOLOGY, SPINE CARE AND MULTIPLE SURGICAL SPECIALTY AREAS. DURING THE PERIOD COVERED BY THIS FILING, FIFTY SPECIALISTS PROVIDED 96,570 VISITS TO PATIENTS IN THE COMMUNITIES THEY SERVE.
FORM 990, PART III, LINE 4CHOSPITALISTS HOSPITALISTS ARE PHYSICIANS WHO SPECIALIZE IN THE CARE OF THE HOSPITALIZED PATIENT AND THESE PHYSICIANS PROVIDE PATIENT CONTINUITY OF CARE FOR JPA PATIENTS WHEN THEY ARE IN THE HOSPITAL. THEIR EXCLUSIVE FOCUS IS PROVIDING THE BEST PATIENT CARE FOR THE PATIENT DURING A HOSPITAL STAY. HOSPITALISTS ARE IN THE HOSPITAL THROUGHOUT THE DAY AND CAN QUICKLY FOLLOW UP ON PATIENT PROGRESS AND TEST RESULTS AND COMMUNICATE WITH THE PATIENT ON A ROUTINE BASIS WHILE HOSPITALIZED. THEY COORDINATE TREATMENT OF HOSPITALIZED PATIENTS BY COMMUNICATING WITH THE PATIENT'S PRIMARY CARE PHYSICIAN AS WELL AS ENSURING COORDINATION WITH ANY REQUIRED SPECIALISTS DURING A PATIENT'S HOSPITAL STAY.
QUESTION 12 AND 12A - STATEMENT RE AUDITED FINANCIAL STATEMENTSTHE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF JORDAN HEALTH SYSTEMS INC. AND ITS AFFILIATES FOR FISCAL YEAR ENDED SEPTEMBER 30, 2014. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, JORDAN PHYSICIAN ASSOCIATES, JORDAN HEALTH SYSTEMS, INC, JORDAN COMMUNITY ACCOUNTABLE CARE ORGANIZATION (ACO) AND ATLANTIC MEDICAL MANAGEMENT, INC .
QUESTION 7G CONTRIBUTIONS OF INTELLECTUAL PROPERTYJORDAN PHYSICIAN ASSOCIATES DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899.
QUESTION 7H CONTRIBUTIONS OF CARS, BOATS, AIRPLANES AND OTHER VEHICLESJORDAN PHYSICIAN ASSOCIATES DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C.
FORM 990, PART VI, SECTION A, LINE 2AS NOTED IN VARIOUS NARRATIVE DISCLOSURES WHICH SUPPORT THIS FORM 990 AND RELATED SCHEDULES, CAREGROUP, INC. (CAREGROUP) IS A MASSACHUSETTS NON-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. CAREGROUP'S PURPOSE IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP SERVES AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER). BIDMC IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, INC. (BID-PLYMOUTH) AND JORDAN HEALTH SYSTEMS, INC. (JHSI), BETH ISRAEL DEACONESS HOSPITAL NEEDHAM, INC. (BIDN), MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A AFFILIATED PHYSICIANS GROUP (APG) AND BETH ISRAEL DEACONESS HOSPITAL MILTON, INC. (BID-MILTON). AS NOTED IN THIS FILING, JHSI IS THE SOLE MEMBER OF JPA. IN ADDITION, HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP) IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER AND ITS AFFILIATES ACCOMPLISH THEIR CHARITABLE PURPOSES. CAREGROUP ALSO SERVES AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF NEW ENGLAND BAPTIST HOSPITAL (NEBH) AND MOUNT AUBURN HOSPITAL (MAH), WHICH IN TURN SERVE AS THE SOLE MEMBER OF NEW ENGLAND BAPTIST MEDICAL ASSOCIATES (NEBMA) AND MOUNT AUBURN PROFESSIONAL SERVICES (MAPS), RESPECTIVELY. EACH OF THE ENTITIES LISTED IN THIS PARAGRAPH MAY, IN TURN, SERVE AS MEMBER OF ADDITIONAL ENTITIES WITHIN THE CAREGROUP NETWORK OF AFFILIATES. TWO OR MORE OF THE PERSONS LISTED IN THIS FORM 990 PART VII HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER BY VIRTUE OF SITTING ON ONE OR MORE BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN AN EMPLOYMENT RELATIONSHIP WITH ONE OR MORE ENTITIES WITHIN THE CAREGROUP NETWORK OF AFFILIATED ORGANIZATIONS. ADDITIONAL DETAIL IS PROVIDED IN THE EXPLANATORY NOTES TO THIS FORM 990 SCHEDULE J.
FORM 990, PART VI, SECTION A, LINE 4ON JANUARY 1, 2014, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), A NATIONALLY RECOGNIZED TERTIARY CARE ACADEMIC MEDICAL CENTER AND A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL BECAME THE SOLE MEMBER OF JORDAN HEALTH SYSTEMS, INC. (JHSI). JHSI IS THE SOLE MEMBER OF JORDAN PHYSICIAN ASSOCIATES (JPA). BIDMC IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND IS RECOGNIZED NATIONALLY FOR THE CLINICAL EXCELLENCE OF ITS FACULTY AND THE PATIENT CARE PROVIDED, AS WELL AS FOR THE MAGNITUDE AND BREADTH OF ITS RESEARCH AND FOR ITS COMMITMENT TO MEDICAL EDUCATION. BIDMC HAS CERTAIN RIGHTS AND RESERVED POWERS RELATED TO JPA IN ITS POSITION AS MEMBER OF JHSI AS NOTED BELOW.
FORM 990, PART VI, SECTION A, LINE 6THE JORDAN HEALTH SYSTEMS, INC. (JHSI) IS A MASSACHUSETTS CHARITABLE CORPORATION, EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986 AS AMENDED, AND ACTING THROUGH ITS BOARD OF DIRECTORS, IS THE SOLE MEMBER OF JORDAN PHYSICIAN ASSOCIATES, INC. (JPA).
FORM 990, PART VI, SECTION A, LINE 7APURSUANT TO THE AMENDED AND RESTATED BYLAWS OF JPA, JHSI, AS SOLE CORPORATE MEMBER, HAS THE FOLLOWING RESERVED POWERS WHICH IT MAY EXERCISE ON ITS OWN INITIATIVE UPON A TWO-THIRDS (2/3) VOTE OF ITS DIRECTORS ELIGIBLE TO VOTE ON ITS BOARD OF DIRECTORS (THE "MEMBER BOARD"), WITH OR WITHOUT THE APPROVAL OF THE JPA BOARD OF TRUSTEES ("BOARD") OR UPON A MAJORITY VOTE OF ITS DIRECTORS ELIGIBLE TO VOTE IN THE EVENT THE BOARD HAS RECOMMENDED ANY OF THE LISTED ACTIONS: 1.REMOVE A MEMBER OF THE BOARD; 2.UPON PRIOR DISCUSSION WITH THE BOARD, ESTABLISH OR MODIFY THE COMPENSATION OF, AND/OR APPOINT OR REMOVE THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE CORPORATION; 3.AMEND THE CORPORATION BYLAWS OR ARTICLES OF ORGANIZATION; 4.CAUSE THE CORPORATION TO ENTER INTO (I) MANAGED CARE CONTRACTS, OTHER PAYER AGREEMENTS, EXCLUSIVE CONTRACTS, AGREEMENTS-NOT-TO-COMPETE, OR SIMILAR ARRANGEMENTS, (II) CONTRACTS FOR MANAGEMENT SERVICES WITH POTENTIALLY SIGNIFICANT MULTI-YEAR BUDGETARY IMPACT, OR (III) OTHER MULTI-YEAR SERVICE CONTRACTS WITH POTENTIALLY SIGNIFICANT MULTI-YEAR BUDGETARY IMPACT; 5.MERGE OR OTHERWISE CONSOLIDATE THE CORPORATION WITH ANOTHER ENTITY; 6.DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION, OR DISPOSE OF ANY SUBSIDIARY OR AFFILIATED CORPORATIONS OF THE CORPORATION; 7.CREATE OR ACQUIRE A SUBSIDIARY OR AFFILIATED CORPORATION OF THE CORPORATION; 8.DISCONTINUE OR INSTITUTE A CLINICAL DEPARTMENT OR DEPARTMENTS OR PROGRAMS WHICH COULD REASONABLY BE ANTICIPATED TO MATERIALLY AFFECT THE FINANCIAL STATUS OF THE CORPORATION OR ITS ABILITY TO CONTINUE TO CONDUCT ITS BUSINESS; 9.TO THE EXTENT LEGALLY PERMISSIBLE, TAKE SUCH ACTIONS TO CAUSE ASSETS OF THE CORPORATION TO BE TRANSFERRED, OTHER THAN IN THE ORDINARY COURSE OF CONDUCT OF THE CORPORATION BUSINESS, TO THE MEMBER TO ADVANCE THE CHARITABLE PURPOSES OF THE MEMBER OR THE CORPORATION; AND 10.DISSOLVE THE CORPORATION TO THE EXTENT PERMITTED BY LAW. BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER. BIDMC, A FLAGSHIP TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, IS KNOWN FOR ITS EXEMPLARY PATIENT CARE, CONDUCTING "LEADING EDGE" CLINICAL AND BASIC SCIENCE RESEARCH AND SUPPORTING OUTSTANDING EDUCATIONAL PROGRAMS. BIDMC IS A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986 AS AMENDED, AND ACTING THROUGH ITS BOARD OF DIRECTORS, IS THE SOLE MEMBER OF THE JORDAN HEALTH SYSTEMS, INC. (JHSI). BIDMC ALSO SERVES AS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH WHICH, AS NOTED THROUGHOUT THIS NARRATIVE, IS AN AFFILIATE OF BOTH JPA AND JHSI.
FORM 990, PART VI, SECTION A, LINE 7BIN ADDITION, TO THE RESERVED POWERS NOTED ABOVE, JHSI AS MEMBER OF JPA MAY NOT EXERCISE THE FOLLOWING RESERVED POWERS WITHOUT PRIOR CONSULTATION WITH, AND THE PRIOR APPROVAL OF, BIDMC. 1.ANY ACTION DESCRIBED ABOVE AS A MEMBER RESERVED POWER; 2.APPROVAL OF THE STRATEGIC, FINANCIAL AND OPERATIONAL PLANS; 3.APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGETS; 4.CAPITAL EXPENDITURES BEYOND THE APPROVED CAPITAL BUDGET; 5.BORROWING OR INCURRING OF DEBT; 6.THE APPOINTMENT OF THE INDEPENDENT AUDITOR AND APPROVAL OF THE INDEPENDENT FINANCIAL AUDITS; 7.ENTERING INTO MANAGED CARE CONTRACTS, EXCLUSIVE CONTRACTS, AND OTHER MULTI-YEAR MATERIAL CONTRACTS; 8.ENTERING INTO ANY PARTNERSHIP/AFFILIATION ARRANGEMENTS OR JOINT VENTURE PROPOSALS; 9.THE CREATION, ACQUISITION, OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, AND THE ADDITION OR ELIMINATION OF ANY CLINICAL DEPARTMENTS OR PROGRAMS; AND, 10.AMENDMENTS TO THE CORPORATION'S BYLAWS OR ARTICLES OF ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11PRIOR TO FILING THE FORM 990, RELATED SCHEDULES AND REQUIRED DISCLOSURES (RETURN), THE RETURN IS REVIEWED BY JPA'S CHIEF FINANCIAL OFFICER, THE TAX DIRECTOR OF CAREGROUP, AND THE RETURN IS REVIEWED AND SIGNED BY DELOITTE TAX, LLP. AS NOTED IN THIS RETURN, CAREGROUP IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER WHICH IS, IN TURN, THE SOLE MEMBER OF BID-PLYMOUTH AND JHSI. THE COMPLETE FORM 990, INCLUDING ALL SCHEDULES AND ATTACHMENTS, IS PRESENTED TO THE BID-PLYMOUTH AUDIT COMMITTEE FOR REVIEW AND DISCUSSION. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE JPA BOARD OF TRUSTEES PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12AS NOTED THROUGHOUT THIS FILING, JORDAN HEALTH SYSTEMS, INC. (JHSI) SERVES AS IS THE SOLE MEMBER OF JORDAN PHYSICIAN ASSOCIATES, INC. (JPA). ALTHOUGH JPA'S BOARD OF TRUSTEES HAS NOT SEPARATELY ADOPTED A CONFLICT OF INTEREST POLICY, JHSI HAS ADOPTED A CONFLICT OF INTEREST POLICY ON BEHALF OF JPA WHICH MIRRORS THE JHSI WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THAT POLICY, ALL JPA OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE ASKED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST/TAX QUESTIONNAIRE FORM WHICH IS DESIGNED TO REQUIRE DISCLOSURE OF ANY BUSINESS RELATIONSHIPS MAINTAINED BY OFFICERS, DIRECTORS OR KEY EMPLOYEES AND THEIR FAMILY MEMBERS AND WHICH MAY RESULT IN A CONFLICT OF INTEREST. THE COMBINATION FORM IS ALSO USED TO GATHER THE INFORMATION NECESSARY FOR JPA TO COMPLETELY AND ACCURATELY PROCESS AND COMPLETE FORM 990 SCHEDULE L, TRANSACTIONS WITH INTERESTED PERSONS AND FORM 990 PART VI QUESTION 2, FAMILY AND BUSINESS RELATIONSHIPS BETWEEN OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES. AS NOTED THROUGHOUT THIS FILING, JHSI IS ALSO THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH (BID-PLYMOUTH). THE BID-PLYMOUTH OFFICE OF COMPLIANCE AND BUSINESS CONDUCT ADMINISTERS THE POLICY AND THE CONFLICT OF INTEREST/TAX QUESTIONNAIRE ANNUALLY AND PROVIDES A SUMMARY OF POSITIVE RESPONSES FOR REVIEW AND DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. THE POSITIVE RESPONSES ARE REVIEWED BY A CONFLICT OF INTEREST SUB-COMMITTEE COMPRISING OF THE CHIEF COMPLIANCE AND PRIVACY OFFICER, THE CHIEF FINANCIAL OFFICER, THE CONTROLLER AND THE EXECUTIVE ADMINISTRATIVE ASSISTANT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICY IS SUBJECT TO ONGOING REVIEW BY BID-PLYMOUTH. PURSUANT TO THE CONFLICT OF INTEREST POLICY, CERTAIN ACTIVITIES WHICH COULD CREATE CONFLICTS OF INTEREST ARE PROHIBITED WHILE OTHER TYPES OF RELATIONSHIPS ARE PERMITTED, SUBJECT TO COMPLIANCE WITH A PLAN TO REQUIRE DISCLOSURE AND RECUSAL, INCLUDING APPROPRIATE DOCUMENTATION IN THE MINUTES.
FORM 990, PART VI, SECTION B, LINE 15DESCRIPTION OF PROCESS TO DETERMINE COMPENSATION OF THE ORGANIZATIONS CEO AND OTHER OFFICERS AND KEY EMPLOYEES AS NOTED THROUGHOUT THIS FILING, BID-PLYMOUTH IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND AN AFFILIATE OF JORDAN PHYSICIAN ASSOCIATES (JPA). BID-PLYMOUTH HAS AN EXECUTIVE COMPENSATION COMMITTEE WHICH IS COMPOSED OF MEMBERS OF THE JHSI AND BID-PLYMOUTH BOARD OF DIRECTORS. ALL MEMBERS ARE INDEPENDENT. THE BID-PLYMOUTH COMPENSATION COMMITTEE ESTABLISHES THE COMPENSATION STRUCTURE OF THE JPA, JHSI AND BID-PLYMOUTH CHIEF EXECUTIVE OFFICER, CHIEF NURSING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF MEDICAL OFFICER, CHIEF OPERATING OFFICER, CHIEF INFORMATION OFFICER SR. VICE PRESIDENTS AND VICE PRESIDENTS. THE BID-PLYMOUTH EXECUTIVE COMPENSATION COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS IS FAIR AND REASONABLE USING CURRENT AND CREDIBLE MARKET PRACTICE INFORMATION AND THAT IT COMPLIES WITH APPLICABLE LEGAL AND REGULATORY GUIDELINES. THE EXECUTIVE COMPENSATION COMMITTEE APPROVES RECOMMENDATIONS FOR INCENTIVE COMPENSATION TO THESE INDIVIDUALS ON AN ANNUAL BASIS AND AS SUCH, REVIEWS TOTAL COMPENSATION PROVIDED TO THESE INDIVIDUALS ANNUALLY. IN SETTING COMPENSATION, THE EXECUTIVE COMPENSATION COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEY STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE MET TO REVIEW THE COMPENSATION STRUCTURE OF THE INDIVIDUALS DESCRIBED ABOVE AND AT THAT TIME REVIEWED THE COMPENSATION SURVEY DATA PREPARED BY AN INDEPENDENT CONSULTING FIRM. TO ENSURE INDEPENDENCE, ONCE THE DATA WAS PRESENTED, NO BID-PLYMOUTH STAFF WAS PRESENT FOR THESE DISCUSSIONS. THE EXECUTIVE COMPENSATION COMMITTEE VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS LISTED ABOVE.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: JORDAN PHYSICIAN ASSOCIATES C/O BETH ISRAEL DEACONESS HOSPITAL-PLYMOUTH, INC. 275 SANDWICH STREET PLYMOUTH, MA 02360
FORM 990, PART XI, LINE 9:TRANSFERS TO AFFILIATES 6,896,475.
FORM 990 PART XII QUESTION 2B, 2C AND 2DAS PREVIOUSLY REPORTED IN THIS FILING, THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF JORDAN HEALTH SYSTEMS AND ITS AFFILIATES FOR FISCAL YEAR ENDED SEPTEMBER 30, 2014. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF BETH ISRAEL DEACONESS HOSPITAL PLYMOUTH, JORDAN PHYSICIAN ASSOCIATES, JORDAN HEALTH SYSTEMS, INC, (JHSI) JORDAN COMMUNITY ACCOUNTABLE CARE ORGANIZATION (ACO) AND ATLANTIC MEDICAL MANAGEMENT, INC. IN ADDITION, AS PREVIOUSLY NOTED, BETH ISRAEL DEACONESS MEDICAL CENTER, A TERTIARY CARE ACADEMIC MEDICAL CENTER, FLAGSHIP TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, AN ENTITY EXEMPT FROM INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, IS THE SOLE MEMBER OF BID-PLYMOUTH AND JHSI AND THE FINANCIAL RECORDS OF JSHI AND ITS AFFILIATES ARE ALSO PART OF THE BIDMC CONSOLIDATED AUDITED FINANCIAL STATEMENT PROCESS. FOR THE PERIOD COVERED BY THIS FILING THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON BOTH SETS OF FINANCIAL STATEMENTS. THE JHSI PROCESS IS MONITORED AND REVIEWED INTERNALLY BY THE BID-PLYMOUTH AUDIT COMMITTEE AND THE MEDICAL CENTER COMPLIANCE, AUDIT AND RISK COMMITTEE.
SCHEDULE LDESCRIPTION OF TRANSACTIONS INVOLVING INTERESTED PERSONS VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF JPA, BID- PLYMOUTH AND JHSI MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO BID-PLYMOUTH AND/OR JHSI. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. JPA, BID-PLYMOUTH AND JHSI MAINTAIN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLANS. FROM TIME TO TIME, JPA, BID-PLYMOUTH OR JHSI MAY REIMBURSE ITS OFFICERS, DIRECTORS/TRUSTEES AND/OR KEY EMPLOYEES FOR EXPENSES THEY INCURRED AND WHICH ARE PROPERLY ORDINARY AND NECESSARY BUSINESS EXPENSES OF THE REPORTING ENTITY. THE POLICIES AND PROCEDURES REQUIRED BY THE ACCOUNTABLE BUSINESS PLAN MUST BE FOLLOWED IN ORDER TO RECEIVE REIMBURSEMENT FOR SUCH EXPENSES AND IT IS POSSIBLE THAT ONE OR MORE INDIVIDUALS RECEIVED NON-TAXABLE REIMBURSEMENTS WHICH TOTALED $10,000 OR MORE DURING THE FISCAL PERIOD COVERED BY THIS FILING. ALL OF THE ABOVE TRANSACTIONS WERE NEGOTIATED AT ARMS-LENGTH AND IN ACCORDANCE WITH THE JPA, BID-PLYMOUTH, JHSI AND/OR BIDMC CONFLICT OF INTEREST POLICIES.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (35 entries)

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ASSOC PHYS HARVARD MED FAC PHY AT BIDMC
375 LONGWOOD AVEBOSTONMA02215320058309TO PROVIDE EMERGENCY MEDICAL SERVICESMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
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330 BROOKLINE AVEBOSTONMA02215042997215SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BI COMMUNITY FOUNDATION INC
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BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043079630SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC
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BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC
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BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215204974585SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC
110 FRANCIS STREETBOSTONMA02215020671240SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BI DEACONESS HOSPITAL - NEEDHAM INC
148 CHESTNUT STNEEDHAMMA00000043229679HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)LINE 3BETH ISRAEL DEACONESS MEDICAL CENTER INC0
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330 BROOKLINE AVEBOSTONMA02215042103881THE OPERAION OF A WORLD CLASS ACADEMIC MEDICAL CENTER IN BOSTON, MAMA501(C)(3)LINE 3CAREGROUP INC0
BIDMC AND CHILDREN'S HOSPITAL MEDICAL CARE CORP
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BIDMC OBSTETRICS AND GYNECOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042794855SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BI DERMATOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215043117601SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BIH PATHOLOGY FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215222548374SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
BIH RADIOLOGIC FOUNDATION INC
330 BROOKLINE AVEBOSTONMA02215042571853SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
LONGWOOD MEDICAL INTL FOUNDATION
185 PILGRIM ROAD BOSTBOSTONMA02215043208878INACTIVE CORPORATIONMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
CAREGROUP INC
109 BROOKLINE AVEBOSTONMA02215222629185OVERSEE FINCIAL HEALTH OF AFFILIATESMA501(C)(3)LINE 11D, III-O0N/A
CARL J SHAPIRO INSTITUTE
330 BROOKLINE AVEBOSTONMA02215043326928DEVELOP INNOVATIVE PROG AND MODELS FOR TEACHING AND RESEARCHMA501(C)(3)LINE 11A, I0N/A
CONTINUING EDU PROGRAM DBA BID DEPT OF PSYCH FDN
C/O HARVARD MED SCH 401 PARK DRBOSTONMA02215043242952SUPPORT PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMSMA501(C)(3)LINE 11A, IHMFP AT BIDMC0
MED CARE OF BOSTON MGMT CORP DBA AFFILIATED PHYS GROUP
400 HUNNEWELL STNEEDHAMMA02494042810972OUTPATIENT, PRIMARY CARE AND SPECIALTY SERVICESMA501(C)(3)LINE 9BETH ISRAEL DEACONESS MEDICAL CENTER INC0
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN STCAMBRIDGEMA02138042103606HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONSMA501(C)(3)LINE 3CAREGROUP INC0
MOUNT AUBURN PROFESSIONAL SERVICES INC
330 MOUNT AUBURN STCAMBRIDGEMA02138043026897OFFERING MEDICAL CARE IN GENERAL AND SPECIALIZED PRACTICESMA501(C)(3)LINE 11A, IMOUNT AUBURN HOSPITAL0
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVEBOSTONMA02120042103612ORTHOPEDIC SPECIALTY HOSPITALMA501(C)(3)LINE 3CAREGROUP INC0
NEW ENGLAND BAPTIST MEDICAL ASSOCIATES INC
125 PARKER HILL AVEBOSTONMA02120043235796OUTPATIENT MEDICAL SERVICES TO THE VARIOUS COMMUNITIES SERVICED BY NEBHMA501(C)(3)LINE 3NEW ENGLAND BAPTIST HOSPITAL INC0
RIVERBROOK CORPORATION
109 BROOKLINE AVEBOSTONMA02215042828955TO HOLD TITLE TO PROPERTY FOR CAREGROUP, INC.MA501(C)(2)CAREGROUP INC0
HARVARD MEDICAL COLLABORATIVE INC
25 SHATTUCK STBOSTONMA02115043476764COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMSMA501(C)(3)LINE 11A, I0N/A
HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC
375 LONGWOOD AVEBOSTONMA02215222768204GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERSMA501(C)(3)LINE 90N/A
BETH ISRAEL DEACONESS HOSPITAL - MILTON INC
199 REEDSDALE RDMILTONMA02186042103604HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)LINE 3BETH ISRAEL DEACONESS MEDICAL CENTER INC0
COMMUNITY PHYSICIAN ASSOCIATES INC
199 REEDSDALE RDMILTONMA02186043243146OUTPATIENT AND PRIMARY CARE SERVICESMA501(C)(3)LINE 3MILTON HOSPITAL FOUNDATION INC0
MILTON HOSPITAL FOUNDATION INC
199 REEDSDALE RDMILTONMA02186222566792PROMOTE HEALTHCAREMA501(C)(3)LINE 11A, IBETH ISRAEL DEACONESS MEDICAL CENTER INC0
BETH ISRAEL DEACONESS HOSPITAL - PLYMOUTH INC
275 SANDWICH STPLYMOUTHMA02186222667354HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS.MA501(C)(3)LINE 3BETH ISRAEL DEACONESS MEDICAL CENTER INC0
JH REALTY CORP
275 SANDWICH STPLYMOUTHMA02360222677673REAL ESTATEMA501(C)(3)LINE 11A, IBETH ISRAEL DEACONESS-PLYMOUTH0
JORDAN AMBULATORY HEALTH CARE
36 CORDAGE PARK CIRCLEPLYMOUTHMA02360222667348PROVIDE MEDICAL SERVICESMA501(C)(3)LINE 11A, IBETH ISRAEL DEACONESS-PLYMOUTH0
JORDAN HEALTH FOUNDATION
175 SANDWICH STPLYMOUTHMA02360510432984PROMOTE HEALTHCAREMA501(C)(3)LINE 11A, IBETH ISRAEL DEACONESS-PLYMOUTH0
JORDAN HEALTH SYSTEMS INC
275 SANDWICH STPLYMOUTHMA02360042103805PROMOTE HEALTHCAREMA501(C)(3)LINE 11A, IBETH ISRAEL DEACONESS MEDICAL CENTER INC0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)

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Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

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199 REEDSDALE ROADMILTONMA02186043213042PHYSICIAN/HOSPITAL ORGANIZATIONMAC0
ANESTHESIA FINANCIAL SOLUTIONS INC
330 BROOKLINE AVEBOSTONMA02215043571311INACTIVE CORPORATIONMAC0N/A
JORDON COMMUNITY ACO INC
275 SANDWICH STPLYMOUTHMA02360454047430COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BID-PLYMOUTHMAC0N/A
ATLANTIC MEDICAL MANAGEMENT INC
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