2013-08-12T18:33:44-05:00 2012-09-30 861065772 DELOITTE TAX LLP 2 JERICHO PLAZA JERICHO NY 11753 990 2011-10-01 043229679 BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM BETH 7814533000 148 CHESTNUT STREET NEEDHAM MA 02492 NANCY A HOFFMANN 7814533000 2013-08-07 0 CHRISTINE KAWECKI P00743140 5169187000 2013-08-12 2011 2016-02-24 21:20:13Z JOHN FOGARTY 148 CHESTNUT STREET NEEDHAM MA 02492 61506339 0 X WWW.BIDNEEDHAM.ORG X 1994 MA SEE SCHEDULE O. 22 14 615 101 -3772 -3772 855835 1012028 54275962 59964351 120310 147425 93570 225570 55345677 61349374 0 0 0 0 26412231 28045750 262115 326764 326764 28840370 30507387 55514716 58879901 -169039 2469473 67187044 74102914 39881787 43228448 27305257 30874466 X SEE SCHEDULE O. 0 0 28013613 32481302 SEE SCHEDULE O. 13131478 9047801 SEE SCHEDULE O. 3798010 5892876 SEE SCHEDULE O. 7881263 12638384 7881263 12638384 52824364 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 1 0 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 X 142 0 615 1 1 1 0 0 0 1 1 1 1 0 0 0 0 X 22 14 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 MA X NANCY A HOFFMANN 7184533000 148 CHESTNUT STREET NEEDHAM MA 02492 BRUNO JOSEPH 5.00 X 0 0 0 BUEHRENS ERIC P 5.00 X 0 1031980 57530 BURMAN SAMANTHA TROTMAN 5.00 X 0 0 0 COHEN MD STEVEN B 10.00 X 5000 0 0 CONNELLY ESQ JOHN 5.00 X 0 0 0 COOLEY MARIANNE 5.00 X 0 0 0 DAVIS RICHARD W 15.00 X X 0 0 0 DHILLON MD PERMINDER 10.00 X 61100 0 0 FISCHER STEVEN 5.00 X 0 656256 48810 GRASSO JAMES A 5.00 X X 0 0 0 HOFFMEISTER GREGORY 5.00 X 0 0 0 KAUFMAN JEFFREY 5.00 X 0 0 0 LEWIS MD STANLEY 5.00 X 0 630431 62168 LIPCHITZ JOSEPH D 5.00 X 0 0 0 LISBON CAROL 5.00 X 0 0 0 LOMBARD MICHAEL J 5.00 X 0 0 0 MAHONEY WILLIAM D 5.00 X 0 0 0 MEDALIE SETH 5.00 X 0 0 0 PETRINI GREGORY L 5.00 X 0 0 0 PLINE JENNIFER A 5.00 X 0 0 0 TABBMD KEVIN 5.00 X 0 340423 4284 VANOURNY STEPHEN E 5.00 X 0 0 0 WAYLER MD DEBORAH 5.00 X 0 237616 43739 FOGARTY JOHN 60.00 X 285868 0 9816 SLOWEY THOMAS 60.00 X 172243 34448 3986 GREENBERG RN MSW PENNY 60.00 X 163676 0 35375 ALPERT HEIDI 60.00 X 129740 0 28482 BROTHERS JOSEPH 60.00 X 131782 0 26617 HAFFENREFFER MD MARK 60.00 X 192089 0 29102 MCKAY CHRISTOPHER 60.00 X 124848 0 28855 SHNAYDERMAN MARINA 60.00 X 119908 0 30480 LEVY PAUL F 0.00 X 0 874381 24725 1386254 3805535 433969 8 1 1 1 BETH ISRAEL DEACONESS MEDICAL CENTER 330 LONGWOOD AVENUE BOSTON MA 02115 MGMT,PAYROLL AND BENEFITS 27801159 HARVARD MEDICAL FACULTY PHYSICIANS 375 LONGWOOD AVENUE BOSTON MA 02115 MEDICAL SERVICES 1226848 NEURO CARE 70 WELLS AVENUE NEWTON MA 02459 MEDICAL SERVICES 846357 SODEXHO SERVICES PO BOX 905374 CHARLOTTE NC 28290 FOOD SERVICES 657776 QUEST DIAGNOSTICS 763 COLLECTION CENTER DRIVE CHICAGO IL 60619 MEDICAL SERVICES 583391 5 157358 24500 830170 1012028 OUTPATIENT CLINICS 621400 32481302 32481302 ANCILLARY SERVICES 621990 12242741 12242741 INPATIENT 621110 9047801 9047801 EMERGENCY DEPARTMENT 621990 5892876 5892876 CPR CLASSES AND MEDICA 900099 185155 185155 114476 114476 59964351 111499 443 111056 4512 8778 -4266 -4266 -4266 35875 51 0 0 35875 51 35926 51 35875 106162 157358 148187 -42025 -42025 CAFETERIAL/VENDING MAC 722210 150278 150278 MEDICAL STAFF DUES 900099 68710 68710 GIFT SHOP INCOME 453220 25571 25571 27302 27302 271861 61349374 60060363 -3772 280755 732491 496873 235618 21961507 20154215 1807292 728571 662985 65586 3007349 2736628 270721 1615832 1470375 145457 54137 54137 43214 37781 5433 156933 156933 326764 326764 7883886 7044727 839159 121480 121480 10239402 9860309 379093 1004858 854529 150329 1897528 1156440 741088 15054 6500 8554 1628934 1628934 3522025 3153582 368443 218779 218779 UNCOMPENSATED CARE 1975810 1975810 0 0 MAINTENANCE CONTRACTS 1414074 1371068 43006 0 LICENSE & FEES 176519 67829 108690 0 REPAIRS 154754 145779 8975 0 58879901 52824364 5728773 326764 407202 281556 101524 0 876936 884217 5287300 5872554 42814 42814 1497774 1796060 149333 151550 71483452 26342003 45076720 45141449 1261321 1397791 11950297 15258167 535823 3276756 67187044 74102914 5517061 6341562 31746749 31143473 2617977 5743413 39881787 43228448 X 23332008 26713820 2357128 2544525 1616121 1616121 27305257 30874466 67187044 74102914 X 2469473 1099736 X 0 1 0 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 11081 11081 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) DOES NOT ENGAGE IN ANY DIRECT LOBBYING EFFORTS. HOWEVER, BIDN PAYS DUES TO CERTAIN MEMBERSHIP ORGANIZATIONS, A PIECE OF WHICH MAY BE USED BY SUCH ORGANIZATIONS FOR LOBBYING ACTIVITIES ON BEHALF OF THIS INSTITUTION AND OTHER SIMILARLY SITUATED ORGANIZATIONS. IN ADDITION, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), BIDN'S SOLE MEMBER, ENGAGED IN SOME LOBBYING EFFORTS ON BEHALF OF ITSELF AND OTHER AFFILIATED NETWORK ENTITIES. LOBBYING COSTS ASSOCIATED WITH THESE COMBINED LOBBYING ACTIVITIES WAS $ 11,081 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2012. TOTAL LOBBYING EXPENDITURES WERE MINIMAL AND NOT SUBSTANTIAL BASED ON REVENUES. 3973249 1148999 164917 1126519 4160646 4654751 808436 1779 1491717 3973249 4072270 2056885 106851 1581255 4654751 4089496 707669 100629 825524 4072270 0.39000 0.61000 0 0 1803054 1803054 45194770 13017259 32177511 507585 462467 45118 22334620 12198394 10136226 1643423 663883 979540 45141449 OTHER SHORT TERM INVESTMENTS 10498342 C (A) RESTRICTED POOL INVESTMENTS 1792138 C (B) DEBT SERVICE FUND 559078 C (C) DEBT SERVICE RESERVE FUND 2408609 C 15258167 EST. SETTLEMENT WITH THIRD PARTY 1011268 DUE TO AFFLIATES 1816305 ACC UNPAID MALPRACTICE LOSSES 2915840 5743413 61349374 58879901 2469473 100230 999506 1099736 3569209 1937137000 1876844841 1876844841 60292159 1057215 1057215 61349374 1824488000 1765608099 1765608099 58879901 0 58879901 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM'S (BIDN) ENDOWMENT FUNDS ARE INTENDED TO ENSURE THAT THE BIDN ACCOMPLISHES ITS CHARITABLE MISSION, TO PROVIDE SAFE, HIGH-QUALITY, COMMUNITY-BASED HEALTH CARE AND ACCESS TO TERTIARY CARE IN CLOSE COLLABORATION WITH ITS SOLE MEMBER, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), REGARDLESS OF THE PATIENT'S ABILITY TO PAY, RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. THE SPECIFIC USES OF THE ENDOWMENT VARY DEPENDING ON THE NATURE OF RESTRICTIONS, IF ANY, IMPOSED BY DONORS. THE BIDN ENDOWMENT CONSISTS OF APPROXIMATELY TEN FUNDS AND INTEREST EARNED IS USED FOR HOSPITAL CAPITAL NEEDS, FREE CARE, AND NURSING EDUCATION. PART XI, LINE 8 - OTHER ADJUSTMENTS: TRANSFER FROM BIDMC 1,000,000. CAREGROUP INVESTMENT PARTNERSHIP INCOME -494. TOTAL TO SCHEDULE D, PART XI, LINE 8: 999,506. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATES CONSOLIDATED IN FINANCIAL STATEMENT 1,876,501,485. RELEASE OF NET ASSETS 343,356. PART XII, LINE 4B - OTHER ADJUSTMENTS: TEMP. RESTRICTED DONATIONS AND GRANTS 897,285. RENTAL EXPENSES -8,778. FUNDRAISING EXPENSES -148,187. INVESTMENT INCOME IN RESTRICTED FUNDS 28,812. OTHER INCOME IN RESTRICTED FUNDS 287,589. INVESTMENT INCOME FROM PARTNERSHIP 494. PART XIII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATES CONSOLIDATED IN FINANCIAL STATEMENT 1,765,451,134. RENTAL EXPENSES 8,778. FUNDRAISING EXPENSES 148,187. 0 CENTRAL AMERICA & THE CARIBBEAN 0 0 INVESTMENTS 439019 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 1623 0 0 0 0 0 0 440642 0 440642 1 0 0 1 0 0 FOREIGN FORMS SCHEDULE F, PART IV ALTHOUGH BIDN WAS AN INDIRECT TRANSFEROR OF FUNDS TO A FOREIGN CORPORATION DURING THE PERIOD COVERED BY THIS FILING, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 926, RETURN OF A U.S. TRANSFEROR OF PROPERTY TO A FOREIGN CORPORATION. ALTHOUGH BIDN WAS AN INDIRECT SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR A QUALIFIED ELECTING FUND DURING THE PERIOD COVERED BY THIS FILING, SUCH TRANSFERS DID NOT RESULT IN AN OBLIGATION TO FILE FORM 8621, INFORMATION RETURN BY A SHAREHOLDER OF A PASSIVE FOREIGN INVESTMENT COMPANY OR QUALIFIED ELECTING FUND. X X 1 BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVE BOSTON MA 02210 VARIOUS 1 1661689 326764 1334925 1661689 326764 1334925 MA GALA 263520 157358 106162 80743 1500 65944 263520 157358 106162 80743 1500 65944 148187 -42025 EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) AS PREVIOUSLY NOTED, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN). DURING THE PERIOD COVERED BY THIS FILING, BIDN DOES NOT MAINTAIN ITS OWN DEVELOPMENT STAFF AND INSTEAD, AS PART OF THEIR RELATIONSHIP, BIDMC DEVELOPMENT STAFF SOLICITED AND PROCESSED CONTRIBUTIONS FOR BIDN. UPON RECEIPT, THE CONTRIBUTIONS WERE DEPOSITED INTO A BIDMC ACCOUNT. AT THE END OF EACH MONTH THE TOTAL OF THE DEPOSITS WERE TRANSFERRED FROM BIDMC TO BIDN. PAYMENTS TO BIDMC REPORTED HERE REPRESENT A REIMBURSEMENT TO BIDMC FOR THESE SERVICES. 1 1 1 X 1 X 1 1 1 0 1 1 818225 818225 0.01420 3953006 2645370 1307636 0.02270 4771231 2645370 2125861 0.03690 110517 110517 0.00190 191806 191806 0.00330 14525 14525 0.00030 316848 316848 0.00550 5088079 2645370 2442709 0.04240 0.00000 0.00000 47989 47989 0.00080 47989 47989 0.00080 1 360438 0 21698602 22438996 -740394 X 1 1 1 1 BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM

148 CHESTNUT STREET NEEDHAM MA 02492

X X X X X BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM 1 1 1 200.000000000000 1 400.000000000000 1 X X X X X X X 1 1 X 1 0 1 X 0 0 PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 1975810. FORM 990 SCHEDULE H PART VI SUPPLEMENTAL INFORMATION:THE PURPOSE OF THIS FORM 990 SCHEDULE H NARRATIVE DISCLOSURE IS TO HELP THE READER UNDERSTAND IN MORE DETAIL HOW BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN OR HOSPITAL) CARES FOR ITS COMMUNITY BY PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS. AS DEMONSTRATED IN THIS SCHEDULE H, 4.23% OF BIDN'S TOTAL EXPENSES, NET OF BAD DEBT EXPENSE INCLUDED IN THE UNCOMPENSATED CARE EXPENSE REPORTED ON FORM 990 PART IX, LINE 24A, ARE INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST. IN ADDITION, IT IS IMPORTANT TO NOTE IN THIS CONTEXT THAT BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS A TERTIARY CARE ACADEMIC MEDICAL CENTER, ENTITY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND THE SOLE MEMBER OF BIDN. THE FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS PROVIDED BY BIDMC ARE PROVIDED BY THE SAME HEALTH CARE SYSTEM, AND ALTHOUGH THOSE ACTIVITIES ARE NOT QUANTIFIED ON THE BIDN SCHEDULE H PER THE INSTRUCTIONS TO THE FORM 990, THOSE ACTIVITIES ARE RELEVANT IN EVALUATING THE TOTAL COMMUNITY BENEFIT PROVIDED. BIDMC REPORTED MORE THAN 28% OF TOTAL EXPENSES, NET OF BAD DEBT EXPENSE, INCURRED IN PROVIDING FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST.BOTH BIDN AND BIDMC PREPARE ANNUAL COMMUNITY BENEFIT REPORTS WHICH ARE SUBMITTED TO THE MASSACHUSETTS ATTORNEY GENERAL EACH YEAR. THOSE FILINGS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ATTORNEY GENERAL'S OFFICE AND ON THEIR WEBSITE AND AT BIDN AND BIDMC, RESPECTIVELY, UPON REQUEST. THERE ARE SOME DIFFERENCES BETWEEN THE MASSACHUSETTS ATTORNEY GENERAL DEFINITION OF FINANCIAL ASSISTANCE AND COMMUNITY BENEFITS AND THE INTERNAL REVENUE SERVICE (IRS) DEFINITION OF COMMUNITY CARE AND COMMUNITY BENEFITS. AS SUCH, THERE ARE VARIANCES BETWEEN THE SCHEDULE H DISCLOSURES AND THE REPORTS FILED WITH THE ATTORNEY GENERAL'S OFFICE BY BIDN AND BIDMC.FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - CHARITY CARE AND MEANS TESTED GOVERNMENT PROGRAMS:FINANCIAL ASSISTANCEBIDN'S NET COST OF CHARITY CARE, INCLUDING CARE FOR EMERGENT SERVICES PROVIDED TO NON-PAYING PATIENTS AND INCLUDING PAYMENTS TO THE HEALTH SAFETY NET TRUST, WAS $818,225 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2012 AND HAS BEEN REPORTED ON THIS SCHEDULE H, PART I, LINE 7A. BIDN DID NOT RECEIVE ANY REVENUE FROM THE HEALTH SAFETY NET TRUST DURING THE PERIOD COVERED BY THIS FILING. THE MEDICAL CENTER, WHICH AS PREVIOUSLY NOTED IS THE SOLE MEMBER OF BIDN, PROVIDED AN ADDITIONAL $18,590,587 OF CHARITY CARE AT COST WHICH IS REPORTED ON THE MEDICAL CENTER FORM 990, SCHEDULE H, PART I, LINE 7A. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) AND MEDICAL CARE OF BOSTON MANAGEMENT CORP, D/B/A AFFILIATED PHYSICIAN'S GROUP (APG) ARE BOTH ENTITIES EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. HMFP IS THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER. THE OPERATIONS OF HMFP AND THE ENTITIES FOR WHICH HMFP SERVES AS MEMBER ARE INTEGRALLY RELATED TO THE MEDICAL CENTER'S ACCOMPLISHMENTS OF ITS PURPOSES. IN ADDITION, THE MEDICAL CENTER SERVES AS THE SOLE MEMBER OF APG. HMFP AND ITS AFFILIATES, AS WELL AS APG, ARE INTEGRALLY RELATED TO BIDN AND TO SERVING THE COMMUNITIES SERVED BY BIDN. AS PART OF THIS RELATIONSHIP, HMFP PATIENTS WHO MEET THE FREE CARE CRITERIA OF THE MEDICAL CENTER ARE PROVIDED FREE CARE AT HMFP AND ITS AFFILIATED ENTITIES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, HMFP AND ITS AFFILIATED ENTITIES PROVIDED ADDITIONAL NET FREE CARE TO PATIENTS IN THE AMOUNT OF $4,032,974. SEE ADDITIONAL INFORMATION BELOW IN THIS SCHEDULE H NARRATIVE.OTHER UNCOMPENSATED CHARITY CARE - MEDICAID AND MEDICAREIN ADDITION TO THE CHARITY CARE REPORTED ABOVE, BIDN ALSO PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN OTHER PROGRAMS DESIGNED TO SUPPORT LOW INCOME FAMILIES, INCLUDING PARTICULARLY THE MEDICAID PROGRAM, WHICH IS JOINTLY FUNDED BY FEDERAL AND STATE GOVERNMENTS. THE MASSACHUSETTS HEALTH REFORM LAW PROVIDED AN INITIATIVE FOR EXPANSION OF MEDICAID COVERAGE TO GREATER POPULATIONS AND FOR ENROLLMENT OF UNINSURED PATIENTS IN OTHER INSURANCE PROGRAMS. PAYMENTS FROM MEDICAID AND OTHER PROGRAMS WHICH INSURE LOW INCOME POPULATIONS DO NOT COVER THE COST OF SERVICES PROVIDED. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 6.9% OR 8,833 OF BIDN'S PATIENT ENCOUNTERS WERE WITH MEDICAID PATIENTS. THIS TRANSLATED TO $2,645,370 IN MEDICAID REVENUE WHICH WAS LESS THAN THE COST OF CARE PROVIDED BY BIDN FOR SUCH SERVICES BY $1,307,636 AS REPORTED ON THIS SCHEDULE H, PART I LINE 1B. IN ADDITION 20.7% OR 214,666 OF THE MEDICAL CENTER'S PATIENT ENCOUNTERS WERE WITH MEDICAID PATIENTS. THIS TRANSLATED TO AN ADDITIONAL $26,449,283 IN UNCOVERED COST BORNE BY BIDMC IN PROVIDING CARE TO MEDICAID PATIENTS. AS PREVIOUSLY NOTED, THIS ADDITIONAL COST IS NOT QUANTIFIED IN THE BIDN SCHEDULE H.MEDICARE IS THE FEDERALLY SPONSORED HEALTH INSURANCE PROGRAM FOR ELDERLY OR DISABLED PATIENTS AND BIDN PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 28.6% OR 36,468 OF BIDN'S PATIENT ENCOUNTERS WERE WITH MEDICARE PATIENTS. THIS TRANSLATED TO $ $21,698,602 IN MEDICARE REVENUE. HOWEVER, BECAUSE PAYMENTS TO HOSPITALS THROUGH THIS GOVERNMENT SPONSORED PROGRAM HAVE NOT KEPT PACE WITH INFLATION, REVENUE COLLECTED WAS LESS THAN THE COST OF SERVICES BY $740,394 DURING THE PERIOD COVERED BY THIS FILING. ALTHOUGH BIDN CONSIDERS THE PROVISION OF CLINICAL CARE TO MEDICARE PATIENTS AS PART OF ITS COMMUNITY BENEFIT, THE MEDICARE SERVICES ARE NOT QUANTIFIED ON PAGE 1 OF THE SCHEDULE H, PER THE IRS INSTRUCTIONS. RATHER THE MEDICARE SHORTFALL HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED. IF BIDN HAD INCLUDED THIS MEDICARE SHORTFALL IN THE FINANCIAL ASSISTANCE AND COMMUNITY BENEFIT CALCULATION, THE PERCENTAGE ON SCHEDULE H WOULD HAVE INCREASED TO 5.52%. BIDMC SIMILARLY PROVIDES CARE TO PATIENTS WHO PARTICIPATE IN THE MEDICARE PROGRAM. DURING THE FISCAL PERIOD COVERED BY THIS FILING, 29.6% OR 306,216 OF THE MEDICAL CENTER'S PATIENT ENCOUNTERS WERE WITH MEDICARE PATIENTS. BIDMC REVENUE COLLECTED FROM PROVIDING THIS PATIENT CARE WAS LESS THAN THE COST OF SERVICES PROVIDED BY $5,937,966. OF THAT AMOUNT, $3,511,424 RELATED TO THE PROVISION OF MEDICAL CENTER INPATIENT PSYCHIATRIC CARE AND WAS INCLUDED ON THE MEDICAL CENTER SCHEDULE H, PART I, LINE 7G, AS PART OF SUBSIDIZED HEALTH SERVICES. THE ADDITIONAL MEDICARE SHORTFALL OF $2,426,542 WAS SEPARATELY REPORTED IN SCHEDULE H, PART III, LINE 7, AS REQUIRED.BAD DEBT:IN ADDITION TO CHARITY CARE AND SHORTFALLS IN PROVIDING SERVICES TO PATIENTS INSURED UNDER STATE AND FEDERAL PROGRAMS, BIDN ALSO INCURS LOSSES RELATED TO SELF-PAY PATIENTS WHO FAIL TO MAKE PAYMENTS FOR SERVICES OR INSURED PATIENTS WHO FAIL TO PAY COINSURANCE OR DEDUCTIBLES FOR WHICH THEY ARE RESPONSIBLE UNDER INSURANCE CONTRACTS. BAD DEBT EXPENSE IS INCLUDED IN UNCOMPENSATED CARE EXPENSE IN THE CONSOLIDATED FINANCIAL STATEMENTS, AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE. CHARGES FOR THOSE SERVICES DURING THE FISCAL PERIOD COVERED BY THIS FILING OF $893,481 ARE INCLUDED IN UNCOMPENSATED CARE EXPENSE REPORTED ON FORM 990 PART IX, LINE 24A FUNCTIONAL EXPENSES. THE ESTIMATED COST OF PROVIDING SUCH SERVICES WAS APPROXIMATELY $360,438 FOR THE PERIOD COVERED BY THIS FILING. BIDMC SIMILARLY INCURS BAD DEBT LOSSES AND INCLUDES THE PROVISION FOR ACCOUNTS ANTICIPATED TO BE UNCOLLECTIBLE IN ITS FINANCIAL STATEMENTS. BIDMC CHARGES FOR THOSE SERVICES WERE CHARGES FOR THOSE SERVICES WERE $26,869,425 DURING THE FISCAL PERIOD COVERED BY THIS FILING AS REPORTED IN THE FINANCIAL STATEMENTS AND AS REPORTED ON THE BIDMC FORM 990 PART IX, FUNCTIONAL EXPENSES. AS REQUIRED BY THE INSTRUCTIONS TO THIS FORM 990 SCHEDULE H, LOSSES RELATED TO BAD DEBTS HAVE NOT BEEN INCLUDED IN THE CALCULATION OF FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS IN SCHEDULE H PART I LINE 7. RATHER IT HAS BEEN SEPARATELY REPORTED IN SCHEDULE H PART III AS REQUIRED.THE PERCENTAGES CALCULATED IN PART I LINE 7 COLUMN F WERE BASED ON EACH ITEM OF COMMUNITY BENEFIT AS REQUIRED AS A PERCENTAGE OF TOTAL EXPENSES REPORTED IN PART IX OF THIS FORM 990 DECREASED BY THE BAD DEBT EXPENSE BASED ON CHARGES ALSO REPORTED IN THE PART IX OF THIS FORM 990. EMERGENCY CARE ACCESSAS PREVIOUSLY NOTED IN THIS FILING, BIDN IS AFFILIATED WITH BIDMC, A NATIONALLY RECOGNIZED ACADEMIC MEDICAL CENTER AND TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL. HARVARD MEDICAL SCHOOL FACULTY, ATTENDING PHYSICIANS FROM THE BIDMC DEPARTMENT OF EMERGENCY MEDICINE, PROVIDE MEDICALLY NECESSARY CARE FOR ALL PEOPLE REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL OFFERS THIS CARE FOR ALL PATIENTS THAT COME TO THIS FACILITY 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR.CREDIT AND COLLECTION POLICY GUIDING PRINCIPLESBIDN ASSISTS PATIENTS IN OBTAINING FINANCIAL ASSISTANCE FROM PUBLIC PROGRAMS AND OTHER SOURCES WHENEVER APPROPRIATE. TO REMAIN VIABLE AS IT FULFILLS ITS MISSION, BIDN MUST MEET ITS FIDUCIARY RESPONSIBILITY TO APPROPRIATELY BILL AND COLLECT FOR MEDICAL SERVICES PROVIDED TO PATIENTS. THE BIDN CREDIT AND COLLECTION POLICY, WHICH APPLIES TO THE HOSPITAL IS DESIGNED TO COMPLY WITH BOTH THE MASSACHUSETTS HEALTH SAFETY NET REGULATIONS ON CREDIT AND COLLECTION POLICIES, THE CENTERS FOR MEDICARE AND MEDICAID SERVICES MEDICARE BAD DEBT REQUIREMENTS, THE MEDICARE PROVIDER REIMBURSEMENT MANUAL AND THE FEDERAL HEALTHCARE REFORM LAW'S "FINANCIAL ASSISTANCE POLICY" FOR WHICH THE IRS HAD PROVIDED PRELIMINARY GUIDANCE AT THE TIME THE MEDICAL CENTER FINALIZED THIS POLICY. BIDN CONTINUES TO MONITOR GUIDANCE FROM THE IRS AS IT IS ISSUED. BIDN DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, CITIZENSHIP, ALIENAGE, RELIGION, CREED, SEX, SEXUAL ORIENTATION, DISABILITY, OR AGE IN ITS POLICIES OR IN ITS APPLICATION OF POLICIES CONCERNING THE ACQUISITION AND VERIFICATION OF FINANCIAL INFORMATION, PRE-ADMISSION OR PRE-TREATMENT DEPOSITS, PAYMENT PLANS, DEFERRED OR REJECTED ADMISSIONS, LOW INCOME PATIENT STATUS AS DETERMINED BY THE MASSACHUSETTS OFFICE OF MEDICAID, DETERMINATION THAT A PATIENT IS LOW-INCOME, OR IN ITS BILLING AND COLLECTION PRACTICES. CREDIT AND COLLECTION POLICY - NOTICE OF AVAILABILITY OF FINANCIAL ASSISTANCE AND OTHER COVERAGE OPTIONSFINANCIAL ASSISTANCE IS INTENDED TO ASSIST LOW-INCOME PATIENTS WHO DO NOT OTHERWISE HAVE THE ABILITY TO PAY FOR THEIR HEALTH CARE SERVICES. SUCH ASSISTANCE TAKES INTO ACCOUNT EACH INDIVIDUAL'S ABILITY TO CONTRIBUTE TO THE COST OF HIS OR HER CARE. FOR PATIENTS THAT ARE UNINSURED OR UNDERINSURED, BIDN WILL ASSIST THEM IN APPLYING FOR AVAILABLE FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILLS.BIDN PROVIDES THIS ASSISTANCE FOR BOTH RESIDENTS AND NON-RESIDENTS OF MASSACHUSETTS; HOWEVER, THERE MAY NOT BE COVERAGE FOR A MASSACHUSETTS HOSPITAL'S SERVICES THROUGH AN OUT-OF STATE PROGRAM. IN ORDER FOR BIDN TO ASSIST UNINSURED AND UNDERINSURED PATIENTS FIND THE MOST APPROPRIATE COVERAGE OPTIONS, PATIENTS MUST ACTIVELY WORK WITH THE HOSPITAL'S FINANCIAL COUNSELORS TO VERIFY THEIR FINANCIAL AND OTHER INFORMATION THAT COULD BE USED IN DETERMINING ELIGIBILITY. BIDN ADVISES PATIENTS OF THEIR RIGHT TO (I) APPLY FOR MASSHEALTH AND LOW INCOME PATIENT DETERMINATION AND (II) A PAYMENT PLAN. BIDN'S FINANCIAL CLEARANCE UNIT (FCU) WILL ASSIST PATIENTS IN FULFILLING THEIR RIGHT TO APPLY FOR COVERAGE WITHIN A FINANCIAL ASSISTANCE PROGRAM INCLUDING MASSHEALTH, COMMONWEALTH CARE, CHILDREN'S MEDICAL SECURITY PLAN, HEALTHY START, MEDICAL HARDSHIP THROUGH THE HEALTH SAFETY NET, HEALTH SAFETY NET AND/OR OTHER FINANCIAL PROGRAMS AS AVAILABLE AND APPROPRIATE.THE HOSPITAL ALSO WILL ASSIST UNINSURED OR UNDERINSURED PATIENTS, WHEN REQUESTED OR AS IDENTIFIED THROUGH INTERNAL SCREENING PROCEDURES, IN APPLYING FOR AVAILABLE FINANCIAL ASSISTANCE PROGRAMS THAT MAY COVER SOME OR ALL OF THEIR UNPAID HOSPITAL BILLS. IN ORDER TO HELP UNINSURED AND UNDERINSURED PATIENTS FIND AVAILABLE AND APPROPRIATE FINANCIAL ASSISTANCE PROGRAMS, BIDN WILL PROVIDE ALL PATIENTS WITH A GENERAL NOTICE OF THE AVAILABILITY OF PROGRAMS IN BOTH THE INITIAL BILL THAT IS SENT TO PATIENTS WHO HAVE A FINANCIAL LIABILITY AS WELL AS IN GENERAL NOTICES THAT ARE POSTED THROUGHOUT THE HOSPITAL.BIDN WILL TRY TO IDENTIFY AVAILABLE COVERAGE OPTIONS FOR PATIENTS WHO MAY BE UNINSURED OR UNDERINSURED WITH THEIR CURRENT INSURANCE PROGRAM WHEN THE PATIENT IS SCHEDULING SERVICES, WHILE THE PATIENT IS AT THE HOSPITAL, UPON DISCHARGE, AND/OR FOR A REASONABLE TIME FOLLOWING DISCHARGE FROM THE HOSPITAL. BIDN WILL DIRECT ALL PATIENTS SEEKING INFORMATION ON AVAILABLE COVERAGE OPTIONS, OR THOSE THAT THE HOSPITAL DETERMINES MAY BE ELIGIBLE, TO THE HOSPITAL'S FCU WHERE PATIENT FINANCIAL COUNSELORS CAN SCREEN PATIENTS FOR ELIGIBILITY IN AN APPROPRIATE COVERAGE OPTION. THE HOSPITAL WILL THEN ASSIST THE PATIENT IN APPLYING FOR APPROPRIATE COVERAGE OPTIONS THAT ARE AVAILABLE TO THEM.WHEN REQUESTED, THE HOSPITAL WILL ALSO PROVIDE INFORMATION ON HOW TO CONTACT THE APPROPRIATE STAFF WITHIN THE HOSPITAL'S FINANCE OFFICE TO VERIFY THE ACCURACY OF THE HOSPITAL BILL OR TO DISPUTE CERTAIN CHARGES. CONTACT INFORMATION IS PRINTED ON ALL PATIENT STATEMENTS.FOR CASES WHERE THE HOSPITAL IS USING THE VIRTUAL GATEWAY APPLICATION, THE HOSPITAL WILL ASSIST THE PATIENT IN COMPLETING THE APPLICATION FOR MASSHEALTH, COMMONWEALTH CARE, CHILDREN'S MEDICAL SECURITY PLAN, HEALTHY START, HEALTH SAFETY NET, OR OTHER FORMS OF FINANCIAL ASSISTANCE PROGRAMS AS THEY BECOME PART OF THE VIRTUAL GATEWAY PROGRAM, WHICH IS AN INTERNET PORTAL DESIGNED BY THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES IN ORDER TO PROVIDE THE GENERAL PUBLIC, MEDICAL PROVIDERS, AND COMMUNITY-BASED ORGANIZATIONS WITH AN ONLINE APPLICATION FOR THE PROGRAMS OFFERED BY THE COMMONWEALTH. CREDIT AND COLLECTION POLICY - ELIGIBILITY FOR FINANCIAL ASSISTANCE PROGRAMSBIDN PROVIDES PATIENTS WITH INFORMATION ABOUT FINANCIAL ASSISTANCE PROGRAMS THAT ARE AVAILABLE THROUGH THE COMMONWEALTH OF MASSACHUSETTS OR OTHER AVAILABLE PROGRAMS FOR WHICH THE PATIENT MAY BE ELIGIBLE, WHICH MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILL. FOR PATIENTS THAT REQUEST SUCH ASSISTANCE, THE HOSPITAL ASSISTS THEM BY SCREENING FOR ELIGIBILITY IN AN AVAILABLE PUBLIC PROGRAM AND ASSISTING THEM IN APPLYING FOR THE PROGRAM. THESE PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO: MASSHEALTH, COMMONWEALTH CARE, CHILDREN'S MEDICAL SECURITY PLAN, HEALTHY START, HEALTH SAFETY NET, AND OTHERS. WHEN APPLICABLE THE HOSPITAL MAY ALSO ASSIST PATIENTS IN APPLYING FOR COVERAGE OF SERVICES AS A MEDICAL HARDSHIP BASED ON THE PATIENT'S DOCUMENTED FAMILY INCOME, CURRENT AND PRIOR INSURANCE COVERAGE AND ALLOWABLE MEDICAL EXPENSES. IT IS THE PATIENT'S OBLIGATION TO PROVIDE THE FINANCIAL COUNSELORS WITH ACCURATE AND TIMELY INFORMATION REGARDING THEIR FULL NAME, ADDRESS, TELEPHONE NUMBER, DATE OF BIRTH, SOCIAL SECURITY NUMBER (IF AVAILABLE), CURRENT HEALTH INSURANCE COVERAGE OPTIONS, INCLUDING OTHER INSURANCE OR COVERAGE OPTIONS (SUCH AS MOTOR VEHICLE POLICY OR WORKER'S COMPENSATION POLICY) THAT CAN COVER THE COST OF THE CARE RECEIVED AND ANY OTHER APPLICABLE FINANCIAL RESOURCES, AND CITIZENSHIP AND RESIDENCY INFORMATION. THIS INFORMATION IS USED TO DETERMINE IF THE PATIENT IS ELIGIBLE TO APPLY FOR CERTAIN HEALTH INSURANCE PROGRAMS. IF THERE IS NO SPECIFIC COVERAGE FOR THE SERVICES PROVIDED, THE HOSPITAL WILL USE THE INFORMATION TO DETERMINE IF THE SERVICES MAY BE COVERED BY AN APPLICABLE PROGRAM THAT WILL COVER CERTAIN SERVICES DEEMED BAD DEBT. IN ADDITION, THE HOSPITAL WILL USE THIS INFORMATION TO DISCUSS ELIGIBILITY FOR CERTAIN HEALTH INSURANCE PROGRAMS. THE SCREENING AND APPLICATION PROCESS FOR A PUBLIC HEALTH INSURANCE PROGRAM IS DONE THROUGH THE VIRTUAL GATEWAY, WHICH IS AN INTERNET PORTAL DESIGNED BY THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES IN ORDER TO PROVIDE THE GENERAL PUBLIC, MEDICAL PROVIDERS, AND COMMUNITY-BASED ORGANIZATIONS WITH AN ONLINE APPLICATION FOR THE PROGRAMS OFFERED BY THE STATE OR THROUGH A STANDARD PAPER APPLICATION THAT IS COMPLETED BY THE PATIENT AND ALSO SUBMITTED DIRECTLY TO THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES FOR PROCESSING AS THIS OFFICE SOLELY MANAGES THE APPLICATION PROCESS LISTED ABOVE, WHICH IS AVAILABLE FOR CHILDREN, ADULTS, SENIORS, VETERANS, HOMELESS, AND DISABLED INDIVIDUALS. IN SPECIAL CIRCUMSTANCES, THE HOSPITAL MAY APPLY FOR THE PATIENT USING A SPECIFIC FORM DESIGNED BY THE MASSACHUSETTS DIVISION OF HEALTH CARE FINANCE AND POLICY. SPECIAL CIRCUMSTANCES INCLUDE INDIVIDUALS SEEKING FINANCIAL ASSISTANCE COVERAGE DUE TO BEING INCARCERATED, VICTIMS OF SPOUSAL ABUSE, OR APPLYING DUE TO A MEDICAL HARDSHIP. IN SPECIAL CIRCUMSTANCES, THE HOSPITAL MAY APPLY FOR THE PATIENT FOR ELIGIBILITY IN THE HEALTH SAFETY NET PROGRAM USING A SPECIFIC FORM DESIGNED BY THE MASSACHUSETTS DIVISION OF HEALTH CARE FINANCE AND POLICY. SPECIAL CIRCUMSTANCES INCLUDE INDIVIDUALS SEEKING FINANCIAL ASSISTANCE COVERAGE DUE TO BEING INCARCERATED, VICTIMS OF SPOUSAL ABUSE, OR APPLYING DUE TO A MEDICAL HARDSHIP.THE HOSPITAL SPECIFICALLY ASSISTS THE PATIENT IN COMPLETING THE APPLICATION AND SECURING THE NECESSARY DOCUMENTATION REQUIRED BY THE APPLICABLE FINANCIAL ASSISTANCE PROGRAM. NECESSARY DOCUMENTATION INCLUDES PROOF OF: (1) ANNUAL HOUSEHOLD INCOME (PAYROLL STUBS, RECORD OF SOCIAL SECURITY PAYMENTS, AND A LETTER FROM THE EMPLOYER, TAX RETURNS, OR BANK STATEMENTS), (2) CITIZENSHIP AND IDENTITY, AND (3) IMMIGRATION STATUS FOR NON-CITIZENS (IF APPLICABLE), AND (4) ASSETS OF THOSE INDIVIDUALS WHO ARE ALSO ENROLLED IN THE MEDICARE PROGRAM.THE HOSPITAL WILL THEN SUBMIT THIS DOCUMENTATION TO THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES AND ASSIST THE PATIENT IN SECURING ANY ADDITIONAL DOCUMENTATION IF SUCH IS REQUESTED BY THE COMMONWEALTH AFTER COMPLETING THE APPLICATION. THE COMMONWEALTH PLACES A THREE DAY TIME LIMITATION ON SUBMITTING ALL NECESSARY DOCUMENTATION FOLLOWING THE SUBMISSION OF THE APPLICATION FOR A PROGRAM. FOLLOWING THIS THREE DAY PERIOD, THE PATIENT MUST WORK WITH THE MASSHEALTH ENROLLMENT CENTERS TO SECURE THE ADDITIONAL DOCUMENTATION NEEDED FOR ENROLLMENT IN THE APPLICABLE FINANCIAL ASSISTANCE PROGRAM.IN SPECIAL CIRCUMSTANCES, THE HOSPITAL MAY APPLY FOR THE PATIENT FOR ELIGIBILITY IN THE HEALTH SAFETY NET PROGRAM USING A SPECIFIC FORM DESIGNED BY THE MASSACHUSETTS DIVISION OF HEALTH CARE FINANCE AND POLICY. SPECIAL CIRCUMSTANCES INCLUDE INDIVIDUALS SEEKING FINANCIAL ASSISTANCE COVERAGE DUE TO BEING INCARCERATED, VICTIMS OF SPOUSAL ABUSE, OR APPLYING DUE TO A MEDICAL HARDSHIP.ALL VIRTUAL GATEWAY APPLICATIONS ARE REVIEWED AND PROCESSED BY THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES WHICH USES THE FEDERAL POVERTY GUIDELINES, ASSET INFORMATION AS WELL AS NECESSARY DOCUMENTATION LISTED ABOVE AS THE BASIS FOR DETERMINING ELIGIBILITY FOR STATE SPONSORED PUBLIC ASSISTANCE PROGRAMS. BIDN HAS NO ROLE IN THE DETERMINATION OF PROGRAM ELIGIBILITY MADE BY THE COMMONWEALTH, BUT AT THE PATIENT'S REQUEST MAY TAKE A DIRECT ROLE IN APPEALING OR SEEKING INFORMATION RELATED TO THE COVERAGE DECISIONS. IT IS STILL THE PATIENT'S RESPONSIBILITY TO INFORM THE HOSPITAL OF ALL COVERAGE DECISIONS MADE BY THE COMMONWEALTH TO ENSURE ACCURATE AND TIMELY ADJUDICATION OF ALL HOSPITAL BILLS.BIDN NOTIFIES ITS PATIENTS ABOUT ITS FINANCIAL ASSISTANCE POLICY THROUGH SUMMARY POSTINGS IN THE EMERGENCY DEPARTMENT AND WITHIN PATIENT FINANCIAL SERVICES. IN ADDITION, EACH PATIENT'S STATEMENT INCLUDES INFORMATION REFERRING PATIENTS TO BIDN'S FINANCIAL COUNSELORS FOR SUPPORT IN APPLYING FOR FINANCIAL ASSISTANCE PROGRAMS THAT ARE AVAILABLE THROUGH THE COMMONWEALTH OF MASSACHUSETTS OR OTHER AVAILABLE PROGRAMS FOR WHICH THE PATIENT MAY BE ELIGIBLE, INCLUDING MEDICAL HARDSHIP, AND WHICH MAY COVER ALL OR SOME OF THEIR UNPAID HOSPITAL BILL. THE FULL BIDN CREDIT AND COLLECTION POLICY IS AVAILABLE FROM BIDN FINANCIAL COUNSELORS. CREDIT AND COLLECTION POLICY - BIDN STANDARD COLLECTION PRACTICESAS PREVIOUSLY NOTED IN THE NARRATIVE TO THIS FORM 990 SCHEDULE H, PART III, SECTION C, LINE 19, BIDN ASSISTS PATIENTS IN OBTAINING FINANCIAL ASSISTANCE FROM PUBLIC PROGRAMS AND OTHER SOURCES WHENEVER APPROPRIATE. ADDITIONALLY, TO REMAIN VIABLE AS IT FULFILLS ITS MISSION, THE HOSPITAL MUST MEET ITS FIDUCIARY RESPONSIBILITY TO APPROPRIATELY BILL AND COLLECT FOR MEDICAL SERVICES PROVIDED TO PATIENTS. AS SUCH, THE HOSPITAL HAS A FIDUCIARY DUTY TO SEEK REIMBURSEMENT FOR SERVICES IT HAS PROVIDED FROM INDIVIDUALS WHO ARE ABLE TO PAY, FROM THIRD PARTY INSURERS WHO COVER THE COST OF CARE, AND FROM OTHER PROGRAMS OF ASSISTANCE FOR WHICH THE PATIENT IS ELIGIBLE. TO DETERMINE WHETHER A PATIENT IS ABLE TO PAY FOR THE SERVICES PROVIDED AS WELL AS TO ASSIST THE PATIENT IN FINDING ALTERNATIVE COVERAGE OPTIONS IF THEY ARE UNINSURED OR UNDERINSURED, BIDN HAS ESTABLISHED CRITERIA RELATED TO BILLING AND COLLECTING FROM PATIENTS. BIDN MAKES THE SAME REASONABLE EFFORT AND FOLLOWS THE SAME REASONABLE PROCESS FOR COLLECTING ON BILLS OWED BY AN UNINSURED PATIENT AS IT DOES FOR ALL OTHER PATIENTS. THE HOSPITAL WILL FIRST SHOW THAT IT HAS A CURRENT UNPAID BALANCE THAT IS RELATED TO SERVICES PROVIDED TO THE PATIENT AND NOT COVERED BY A PRIVATE INSURER OR A FINANCIAL ASSISTANCE PROGRAM. BIDN ALSO HAS ESTABLISHED CRITERIA RELATED TO BILLING AND COLLECTING FROM PATIENTS. BIDN AND/OR ITS AGENTS DO NOT CHARGE INTEREST ON AN OVERDUE BALANCE FOR A LOW INCOME PATIENT OR ANY OTHER PATIENT. BIDN FOLLOWS THE MASSACHUSETTS MEDICAL HARDSHIP INCOME LEVELS AND PERCENTAGES IN DETERMINING FINANCIAL ASSISTANCE ELIGIBILITY. THERE ARE NO INCOME LIMITS FOR MEDICAL HARDSHIP. MASSACHUSETTS RESIDENTS AT ALL INCOME LEVELS ARE ELIGIBLE IF A PATIENT'S FAMILY ALLOWED MEDICAL BILLS ARE HIGHER THAN A SPECIFIED SLIDING SCALE PERCENTAGE OF FAMILY INCOME.CREDIT AND COLLECTION POLICY - OUTSIDE COLLECTION AGENCIESBIDN CONTRACTS WITH OUTSIDE COLLECTION AGENCIES TO ASSIST IN THE COLLECTION OF CERTAIN ACCOUNTS, INCLUDING PATIENT RESPONSIBLE AMOUNTS NOT RESOLVED AFTER ISSUANCE OF HOSPITAL BILLS OR FINAL NOTICES. HOWEVER, AS DETERMINED THROUGH THE BIDN'S CREDIT AND COLLECTION POLICY, THE HOSPITAL MAY ASSIGN SUCH DEBT AS BAD DEBT OR CHARITY CARE (OTHERWISE DEEMED AS UNCOLLECTIBLE) PRIOR TO 120 DAYS IF IT IS ABLE TO DETERMINE THAT THE PATIENT WAS UNABLE TO PAY FOLLOWING THE HOSPITALS' OWN INTERNAL FINANCIAL ASSISTANCE PROGRAM.BIDN HAS A SPECIFIC AUTHORIZATION OR CONTRACT WITH ITS OUTSIDE COLLECTION AGENCIES AND REQUIRES SUCH AGENCIES TO ABIDE BY THE HOSPITAL'S CREDIT AND COLLECTION POLICIES FOR DEBTS THAT THE AGENCY IS PURSUING, INCLUDING THE OBLIGATION TO REFRAIN FROM "EXTRAORDINARY COLLECTION ACTIVITIES" UNTIL SUCH TIME AS THE HOSPITAL HAS MADE A REASONABLE EFFORT AND FOLLOWED A REASONABLE PROCESS FOR DETERMINING THAT A PATIENT IS ENTITLED TO ASSISTANCE OR EXEMPTION FROM ANY COLLECTION OR BILLING PROCEDURES UNDER THE HOSPITAL'S CREDIT AND COLLECTION POLICY. ALL OUTSIDE COLLECTION AGENCIES HIRED BY THE HOSPITAL WILL PROVIDE THE PATIENT WITH AN OPPORTUNITY TO FILE A GRIEVANCE AND WILL FORWARD TO THE HOSPITAL THE RESULTS OF SUCH PATIENT GRIEVANCES. THE HOSPITAL REQUIRES THAT ANY OUTSIDE COLLECTION AGENCY THAT IT USES IS LICENSED BY THE COMMONWEALTH OF MASSACHUSETTS AND THAT THE OUTSIDE COLLECTION AGENCY ALSO IS IN COMPLIANCE WITH THE MASSACHUSETTS ATTORNEY GENERAL'S DEBT COLLECTION REGULATIONS.CREDIT AND COLLECTION POLICY - EXEMPTION FROM BIDN COLLECTION PRACTICESBIDN EXEMPTS PATIENTS ENROLLED IN A PUBLIC HEALTH INSURANCE PROGRAM, INCLUDING BUT NOT LIMITED TO, MASSHEALTH, EMERGENCY AID TO THE ELDERLY, DISABLED AND CHILDREN, HEALTHY START, CHILDREN'S MEDICAL SECURITY PLAN AND "LOW INCOME PATIENTS" AS DETERMINED BY THE OFFICE OF MEDICAID, SUBJECT TO SOME EXCEPTIONS, FROM ANY COLLECTION OR BILLING PROCEDURES BEYOND THE INITIAL BILL PURSUANT TO STATE REGULATIONS.CREDIT AND COLLECTION POLICY - HOSPITAL FINANCIAL ASSISTANCE PROGRAMSTHE HOSPITAL, WHEN REQUESTED BY THE PATIENT AND BASED ON INTERNAL REVIEW OF EACH PATIENT'S FINANCIAL STATUS, MAY OFFER AN ADDITIONAL DISCOUNT ON AN UNPAID BILL. ANY SUCH REVIEW SHALL BE PART OF A SEPARATE HOSPITAL FINANCIAL ASSISTANCE PROGRAM THAT IS APPLIED ON A UNIFORM BASIS TO PATIENTS. ANY DISCOUNT THAT IS PROVIDED BY THE HOSPITAL IS CONSISTENT WITH FEDERAL AND STATE REQUIREMENTS, AND DOES NOT INFLUENCE A PATIENT'S ABILITY TO RECEIVE SERVICES FROM THE HOSPITAL. SUCH PROGRAMS INCLUDE: PROMPT PAY DISCOUNTS FOR UNINSURED PATIENTS, ONE TIME OR SPECIAL CIRCUMSTANCE SITUATIONS AND PAYMENT PLANS.CREDIT AND COLLECTION POLICY - DISCOUNT FOR UNINSURED PATIENTSIN ADDITION TO THE FINANCIAL ASSISTANCE INFORMATION PROVIDED ABOVE, THE BIDN MAY GIVE A SELF-PAY DISCOUNT TO PATIENTS WHO ARE UNINSURED. FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - COMMUNITY HEALTH IMPROVEMENT SERVICES AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS:COMMUNITY BENEFITS MISSION STATEMENTBETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN OR HOSPITAL) IS COMMITTED TO WORKING IN PARTNERSHIP WITH RESIDENTS AND COMMUNITY LEADERS AS WELL AS CIVIC, SOCIAL AND MEDICAL ORGANIZATIONS FROM THE COMMUNITIES THAT WE SERVE. THE HOSPITAL IS DEDICATED TO THE PLANNING, DEVELOPMENT, IMPLEMENTATION AND MONITORING OF PROGRAMS THAT ADDRESS THE HEALTH CARE NEEDS OF OUR COMMUNITY. BIDN HAS MAINTAINED A TRADITION OF EXTENSIVE COMMUNITY SERVICE PROGRAMMING THROUGHOUT ITS HISTORY. THROUGH THE HOSPITAL'S COMMUNITY BENEFIT PROGRAMS, BIDN OFFERS CLINICAL, EDUCATIONAL AND FINANCIAL RESOURCES. THESE PROGRAMS ARE DESIGNED TO IMPROVE AWARENESS OF COMMUNITY HEALTHCARE ISSUES AND INCREASE PARTICIPATION IN WELLNESS AND PREVENTATIVE HEALTH ACTIVITIES. THE HOSPITAL'S COMMITMENT TO THE COMMUNITY BENEFIT IDEALS ALSO INCLUDES CONDUCTING PERIODIC COMMUNITY HEALTH NEEDS ASSESSMENTS, PROVIDING EXTENSIVE OPPORTUNITIES FOR PUBLIC INPUT AND PARTICIPATION IN ONGOING EVALUATIVE PROCESSES. WE BELIEVE THAT THE COOPERATIVE AND COLLABORATIVE PARTNERSHIPS WE DEVELOP THROUGH OUR COMMUNITY BENEFIT PROGRAMS WILL HELP US ADDRESS THE HEALTH AND WELFARE NEEDS OF OUR COMMUNITY. COMMUNITY BENEFITS PROCESSBIDN'S PRESIDENT AND CEO, EXECUTIVE VICE PRESIDENT, LEADERSHIP STAFF AND MEMBERS OF THE BOARD OF TRUSTEES, IN COLLABORATION WITH COMMUNITY BENEFITS STAFF, INCLUDING THE DIRECTOR OF VOLUNTEERS AND COMMUNITY RELATIONS, ARE RESPONSIBLE FOR ENSURING THAT THE HOSPITAL'S COMMUNITY BENEFIT MANDATE IS EXECUTED EFFECTIVELY. DURING THE FISCAL YEAR COVERED BY THIS FILING, SOME OF THE COMMUNITY BENEFIT HEALTH INITIATIVES IN WHICH BIDN PARTICIPATED WERE:STROKE EDUCATION:WITH A GOAL OF INCREASING STROKE AWARENESS AND EDUCATING CHILDREN AND ADULTS, BIDN ENGAGED IN AN AWARENESS CAMPAIGN TO EDUCATE THE COMMUNITY ABOUT THE SIGNS OF A STROKE AND THE IMPORTANCE OF GETTING A STROKE PATIENT TO AN EMERGENCY DEPARTMENT AS QUICKLY AS POSSIBLE.CANCER AWARENESS:BIDN CLINICAL STAFF CONDUCTED A SKIN CANCER SCREENING IN CONJUNCTION WITH THE NEEDHAM DEPARTMENT OF PUBLIC HEALTH AND DURING BREAST CANCER AWARENESS MONTH THE HOSPITAL PROVIDED EDUCATIONAL MATERIALS FOR WOMEN WHICH ADDRESSED BOTH THE RISKS AND TREATMENT OF BREAST CANCER. BIDN ALSO HELD A FREE LECTURE LEAD BY A LOCAL ONCOLOGIST WHO SPOKE ABOUT BREAST CANCER AND ANSWERED QUESTIONS FROM THE PUBLIC ABOUT BREAST CANCER AWARENESS AND TREATMENT.DIABETES EDUCATION:DIABETES IS A KNOWN HEALTH RISK AND ILLNESS AMONG OUR PATIENTS AND OUR COMMUNITY AT LARGE. TO SERVE THE BIDN MORE READILY AND CONSISTENTLY, THE HOSPITAL ADDED A NURSE PRACTITIONER AND EXPANDED SERVICE COVERAGE IN THIS AREA. IN ADDITION, BIDN HELD SUCCESSFUL DIABETES FAIR AIMED AT EDUCATING CHILDREN ABOUT TYPE1 AND TYPE 2 DIABETES. THE DIABETES CENTER STAFF ALSO INCLUDES A LICENSED DIETITIAN/NUTRITIONIST WHO CONDUCTS EDUCATIONAL SEMINARS ON DIABETES-RELATED NUTRITION.HEALTH SCREENINGS:BIDN PROVIDES FREE BLOOD PRESSURE, GLUCOSE, VEIN, SKIN AND CHOLESTEROL SCREENINGS THROUGHOUT THE YEAR AT BOTH THE HOSPITAL AND A VARIETY OF OFF-SITE LOCATIONS IN SEVERAL AREA COMMUNITIES.FIRST RESPONDERS:HOSPITAL PERSONNEL PROVIDE ADVANCED, BASIC AND PEDIATRIC LIFE TRAINING TO EMTS, LOCAL LAW ENFORCEMENT OFFICIALS, MEDICAL PERSONNEL, AND RESIDENTS OF THE COMMUNITIES SERVED BY BIDN. THE HOSPITAL ALSO PARTICIPATES IN EMERGENCY MANAGEMENT TRAINING SEVERAL TIMES A YEAR WITH LOCAL FIRST RESPONDERS TO ENSURE THAT IN THE EVENT OF AN EMERGENCY OUR PATIENTS AND COMMUNITY ARE SAFE AND WELL PROTECTED.PATIENT AND FAMILY ADVISORY COUNCIL / HEALTHY COMMUNITIES PARTNERSHIP:BIDN PATIENTS, FAMILIES AND COMMUNITY MEMBERS SERVE ON THE COUNCIL WHICH FOCUSES ON FINDING WAYS TO ENSURE ALL OF OUR PATIENTS RECEIVE THE HIGHEST QUALITY OF CARE IN A SAFE AND CARING ENVIRONMENT.MENTAL HEALTH:THE HOSPITAL IS WORKING CLOSELY WITH COMMUNITY GROUPS TO ENSURE THE WELLBEING OF OUR COMMUNITIES' ADULTS AND CHILDREN. RECENT SUICIDES AMONG YOUNG PEOPLE IN NEEDHAM AND SURROUNDING COMMUNITIES HAVE SOUNDED THE ALARM FOR HELP. BIDN JOINED OTHER COMMUNITY GROUPS IN WORKING ON PREVENTION PROGRAMS. A MEMBER OF THE HOSPITAL'S SENIOR LEADERSHIP TEAM IS AN ACTIVE PARTICIPANT WITH THE NEEDHAM COALITION FOR SUICIDE PREVENTION. IN ADDITION TO PROMOTING THE SUICIDE PREVENTION PROGRAM, BIDN PROVIDES FUNDING FOR "5TH QUARTER", AN EVENT HELD AFTER FRIDAY NIGHT NEEDHAM HIGH SCHOOL FOOTBALL GAMES AND WHICH PROVIDES A VENUE FOR STUDENTS TO GATHER IN A SUBSTANCE-FREE AND SAFE ENVIRONMENT. BIDN IS ALSO ACTIVE PARTICIPANT IN EVENTS WITH OUR MENTAL HEALTH PARTNER, RIVERSIDE COMMUNITY CARE, WHICH PROVIDES MENTAL HEALTH SERVICES FOR OUR PATIENTS. COMMUNITY PARTNERSBIDN IS AN IMPORTANT MEMBER OF LOCAL PUBLIC HEALTH TEAMS ADDRESSING THE NEEDS OF AREA COMMUNITIES. BIDN CRAFTS ITS COMMUNITY BENEFITS INITIATIVES WITH AREA BOARDS OF HEALTH, PUBLIC SAFETY, COUNCILS ON AGING, AND SCHOOLS TO COLLECTIVELY PROMOTE THE HEALTH AND WELLBEING OF THE BIDN COMMUNITY. BIDN WORKS WITH SEVERAL AREA GROUPS INCLUDING: - THE NEEDHAM BUSINESS ASSOCIATION IS AN ORGANIZATION COMPRISED OF LOCAL BUSINESSES AND AGENCIES. THE HOSPITAL'S SENIOR DIRECTOR OF MARKETING, COMMUNICATIONS AND COMMUNITY RELATIONS IS ON THE BOARD OF DIRECTORS. THE HOSPITAL PARTICIPATES IN AREA BUSINESS ACTIVITIES BY HOSTING FREE HEALTH SCREENINGS AND EDUCATIONAL ACTIVITIES; - COMMUNITY WELLNESS COLLABORATION IS A COMPREHENSIVE PUBLIC HEALTH PROJECT IN NEEDHAM PURSUANT TO WHICH NEEDHAM'S BOARD OF HEALTH AND BIDN COLLABORATE ON MANY PROGRAMS INCLUDING ANNUAL FREE SKIN CANCER SCREENINGS AT THE HOSPITAL. - LOCAL EMERGENCY PLANNING COMMITTEE IN CONJUNCTION WITH THE NEEDHAM POLICE, FIRE, BOARD OF HEALTH, AND THE NEEDHAM SCHOOL DEPARTMENT RELATED TO COMMUNITY EMERGENCY SAFETY; - THE EXCHANGE CLUB WHICH FUNDS LOCAL ACTIVITIES AND SCHOLARSHIPS; - LOCAL BOOSTER CLUBS AND SEVERAL COMMUNITY TEEN AND YOUTH ATHLETIC TEAMS AND PROGRAMS IN THE INTEREST OF MAINTAINING THE PHYSICAL AND MENTAL HEALTH OF CHILDREN AND TEENAGERS IN AREA COMMUNITIES; - SERVE ON THE BOARD OF THE NEEDHAM COALITION FOR SUBSTANCE ABUSE. THE HOSPITAL CONTRIBUTES TO NEEDHAM'S 5TH QUARTER, AN EVENT SCHEDULED AFTER NIGHT FOOTBALL GAMES AT THE HIGH SCHOOL IN AN EFFORT TO KEEP THOSE WANTING TO CELEBRATE AT A SAFE LOCATION; - NEEDHAM COMMUNITY COUNCIL, AN ORGANIZATION WHICH SUPPLIES MEDICAL EQUIPMENT, DONATED CLOTHING AND FOOD TO AREA UNDERSERVED FAMILIES; - MEDICALLY INDUCED TRAUMA SUPPORT SERVICES (MITSS), A NON-PROFIT ORGANIZATION WHOSE MISSION IS TO SUPPORT HEALING AND RESTORE HOPE TO PATIENTS, FAMILIES, AND CLINICIANS WHO HAVE BEEN AFFECTED BY AN ADVERSE MEDICAL EVENT. OUR SUPPORT, ALONG WITH SEVERAL OTHER MASSACHUSETTS HOSPITALS, PROVIDES THE EDUCATION AND MENTAL HEALTH SERVICES OFTEN NEEDED FOLLOWING MEDICAL ERRORS OR UNEXPECTED OUTCOMES; - RIVERSIDE COMMUNITY CARE, A PARTNER IN PROVIDING MENTAL HEALTH SERVICES TO OUR COMMUNITY, IN HELPING THE COMMUNITY COPE WITH A RECENT RASH OF TEEN SUICIDES, PREVENTING SUICIDES, ENABLING INFANTS AND TODDLERS AT-RISK FOR DEVELOPMENTAL DELAYS TO REACH THEIR HIGHEST POTENTIAL AND PROVIDING THE OPPORTUNITY FOR INDIVIDUALS WITH MENTAL ILLNESS TO FIND, AND KEEP, MEANINGFUL JOBS; - WALKER SCHOOL FOR SPECIAL NEEDS, WHICH PROVIDES AN ARRAY OF PROGRAMS AND WORLD-CLASS MENTAL HEALTH SERVICES, STATE-OF-THE-ART SPECIAL EDUCATION, EXPERT PROFESSIONAL TRAINING AND CONSULTATION, AND CHILD WELFARE ADVOCACY; WALKER, WHOSE MAIN RESIDENTIAL CAMPUS IS LOCATED IN NEEDHAM, PROVIDES INTENSIVE SERVICES FOR HUNDREDS OF THE MOST TROUBLED CHILDREN, YOUTH, AND FAMILIES; THE SCHOOL'S MULTIDISCIPLINARY PROGRAMS EXTEND SPECIALIZED THERAPEUTIC ENVIRONMENTS BEYOND OUR CLASSROOMS INTO FAMILY HOMES, PUBLIC SCHOOLS AND COMMUNITY SETTINGS; - BABY BASICS WHICH PROVIDES FOOD, DIAPERS AND CLOTHING TO FAMILIES IN NEED IN AND AROUND NEEDHAM; - MEDFIELD COALITION FOR EDUCATION TO HELP SUSTAIN PUBLIC EDUCATION IN MEDFIELD; - NEEDHAM CULTURAL COUNCIL TO SUPPORT AREA ARTS WHICH INCLUDES MUSIC, PLAYS AND NEW YEAR CELEBRATIONS FOR AREA RESIDENTS; - DOVER AND NEEDHAM HISTORICAL SOCIETIES IN THE INTEREST OF PRESERVING THE HISTORIC SIGNIFICANCE AND INTEGRITY OF AREA BUILDINGS WHICH ARE USED BY THESE COMMUNITIES; - NEEDHAM EDUCATION FOUNDATION WHICH ESTABLISH GRANTS FOR LOCAL PUBLIC SCHOOLS; - CHARLES RIVER SCHOOL FOR THE MENTALLY HANDICAPPED; - ST. JOSEPH'S SCHOOL TO FUND EDUCATIONAL PROGRAMS; - COMMUNITY CENTER OF NEEDHAM, A LOCALLY BASED NON-PROFIT PROMOTING THE HEALTH AND WELL-BEING OF THE ENTIRE NEEDHAM COMMUNITY THROUGH THE ESTABLISHMENT OF A NEW COMMUNITY CENTER, DESIGNED PROMOTE AND SUPPORT ITS MEMBERS' COMMITMENT TO HEALTHY BEHAVIORS AND A SAFE PLACE FOR YOUTH TO ENGAGE IN ACTIVITIES THAT PROMOTE HEALTHY YOUTH DEVELOPMENT; - NEEDHAM LIONS CLUB, TO HELP FUND THE EYEMOBILE WHICH OFFERS FREE SCREENINGS FOR GENERAL VISION, GLAUCOMA, AND MACULAR DEGENERATION PLUS HEARING TESTS AND BLOOD PRESSURE CHECKS;- JEWISH COMMUNITY CENTER, DOVER DAYS FAIR, NEEDHAM ANNUAL SPRING AND HARVEST DAY FAIR: TO SUPPORT EFFORTS PROMOTING HEALTH AND WELLNESS IN THE COMMUNITYSPEAKER SERIES:THROUGHOUT THE YEAR BID-NEEDHAM HOLDS MONTHLY SPEAKER SERIES. THIS PAST YEAR PHYSICIANS GAVE SEVERAL TALKS INCLUDING BREAST CANCER PREVENTION AND TREATMENT, FEMALE INCONTINENCE AND NUTRITION. THESE TAKE PLACE AT THE HOSPITAL, ARE FREE AND OPEN TO THE PUBLIC.COMMUNITY HEALTH NEEDS ASSESSMENT - INTERNAL REVENUE CODE SECTION 501(R)INTERNAL REVENUE CODE SECTION 501(R), ENACTED AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT, REQUIRES EACH HOSPITAL TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND TO FORMALLY ADOPT AN IMPLEMENTATION STRATEGY PURSUANT TO FEDERAL GUIDELINES, IN ORDER MAINTAIN ITS TAX EXEMPT STATUS AS A HOSPITAL UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE HOSPITAL IS REQUIRED TO HAVE AND WILL HAVE COMPLETED THIS PROCESS ON OR BEFORE SEPTEMBER 30, 2013. HOWEVER, THE HOSPITAL HAS HISTORICALLY CONDUCTED PERIODIC COMMUNITY HEALTH NEEDS ASSESSMENTS IN ORDER TO ASCERTAIN THE NEEDS OF ITS COMMUNITIES AND THE DETAIL PROVIDED HEREIN RELATES TO THAT REVIEW PROCESS.CHARITY CARE AND CERTAIN OTHER COMMUNITY BENEFITS - GRADUATE MEDICAL EDUCATIONAS NOTED THROUGHOUT THIS FORM 990, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN). BIDN PARTICIPATES IN SOME OF THE RESIDENT AND FELLOW TRAINING PROGRAMS WHICH ARE OPERATED AT BIDMC, WITH BIDMC RESIDENTS ROTATING THROUGH BIDN. BIDMC'S DEVOTION TO TEACHING, RESPECT FOR STUDENTS/TRAINEES, AND WILLINGNESS TO EMBRACE TECHNOLOGICAL AND CLINICAL PRACTICE INNOVATION MAKE BIDMC A TOP CHOICE AMONG MEDICAL STUDENTS AND HEALTH CARE PROFESSIONALS. BIDMC TRAINS HUNDREDS OF MEDICAL STUDENTS, INTERNS AND RESIDENTS, AS WELL AS PROFESSIONALS IN NURSING, SOCIAL WORK AND THE ALLIED HEALTH SCIENCES. THE MEDICAL CENTER HAS 40 APPROVED CLINICAL RESIDENCY AND FELLOWSHIP PROGRAMS WITH APPROXIMATELY 560 RESIDENTS AND CLINICAL FELLOWS. IN ADDITION, THE MEDICAL CENTER HAS APPROXIMATELY 40 NONSTANDARD CLINICAL FELLOWSHIP PROGRAMS WITH OVER 100 TRAINEES PER YEAR. STAFF PHYSICIANS AT BIDMC WHO HOLD FACULTY APPOINTMENTS AT HARVARD MEDICAL SCHOOL INSTRUCT THE DOCTORS OF TOMORROW THROUGH SUPERVISION OF THEIR DAILY PATIENT CARE AND A RANGE OF INTERACTIVE LEARNING EXPERIENCES. ADDITIONAL INFORMATION ON THE EMERGENCY MEDICINE, SURGERY AND PODIATRY TRAINING PROGRAMS IN WHICH BIDN PARTICIPATES, IS BELOW:HARVARD AFFILIATED EMERGENCY MEDICINE RESIDENCY (HAEMR) AT BIDMC THE BETH ISRAEL DEACONESS MEDICAL CENTER HARVARD AFFILIATED EMERGENCY MEDICINE RESIDENCY IS A THREE-YEAR PROGRAM (PGY-1 TO PGY-3) AFFILIATED WITH HARVARD MEDICAL SCHOOL AND BASED AT BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC). THE BIDMC EMERGENCY DEPARTMENT (ED) IS A 53,000 VISIT PER YEAR LEVEL I TRAUMA CENTER.THE EDUCATIONAL GOALS OF THE RESIDENCY ARE TO PROMOTE EXCELLENCE IN THE CLINICAL, ACADEMIC, AND ADMINISTRATIVE ASPECTS OF EMERGENCY MEDICINE. RESIDENTS ARE TAUGHT HOW TO BE OUTSTANDING CLINICIANS. THIS IS ACCOMPLISHED THROUGH CLINICAL EXPERIENCE IN SEVERAL BUSY EMERGENCY DEPARTMENTS (RESIDENTS PARTICIPATING IN THIS PROGRAM HAVE THE OPPORTUNITY TO ROTATE AT CHILDREN'S HOSPITAL BOSTON, SOUTH SHORE HOSPITAL, NEW ENGLAND MEDICAL CENTER, ST. VINCENT'S HOSPITAL, ST. LUKE'S HOSPITAL, MOUNT AUBURN HOSPITAL AND BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM) AS WELL AS THROUGH A HIGH QUALITY DIDACTIC PROGRAM. DURING THE CLINICAL EXPERIENCE, THE RESIDENTS ARE CLOSELY SUPERVISED AND GIVEN GRADED RESPONSIBILITY FOR PATIENT CARE AND ULTIMATELY FOR PATIENT FLOW IN THE ED. ADDITIONALLY, RESIDENTS ARE TAUGHT HOW TO SUPERVISE MEDICAL STUDENTS AND OTHER RESIDENTS AND HOW TO TEACH THE PRACTICE OF EMERGENCY MEDICINE. RESIDENTS TEACH MEDICAL STUDENTS AND PRE-HOSPITAL PERSONNEL AND CONTRIBUTE TO THE DIDACTIC PROGRAM. SENIOR RESIDENTS TAKE ON THE RESPONSIBILITY OF SUPERVISING JUNIOR RESIDENTS IN THE CLINICAL ARENA. THE FOCUS OF THE RESIDENCY PROGRAM IS ON TEACHING THE LEADERSHIP SKILLS NECESSARY TO DIRECT A BUSY EMERGENCY DEPARTMENT IN ANY SETTING.THE OTHER MAJOR EDUCATIONAL GOAL OF THE RESIDENCY IS TO DEVELOP THE RESEARCH AND ACADEMIC SKILLS REQUIRED FOR A CAREER IN ACADEMIC EMERGENCY MEDICINE. PARTICIPATION IN RESEARCH IS PROMOTED THROUGH A SYSTEM OF MENTORSHIP, JOURNAL CLUB PARTICIPATION, AND A DIDACTIC PROGRAM THAT TEACHES RESEARCH DESIGN AND STATISTICAL METHODS. RESIDENTS ARE REQUIRED TO COMPLETE A RESEARCH OR ACADEMIC PROJECT THAT RESULTS IN A PAPER SUITABLE FOR PUBLICATION. FUNDING IS AVAILABLE WITHIN THE DIVISION OF EMERGENCY MEDICINE AT HARVARD MEDICAL SCHOOL AND THE DEPARTMENT OF EMERGENCY MEDICINE AT BIDMC. PROMOTING THE ADMINISTRATIVE ASPECTS OF EMERGENCY MEDICINE IS ANOTHER GOAL OF THE BIDMC HARVARD AFFILIATED EMERGENCY MEDICINE RESIDENCY. THROUGH AN EMS/ADMINISTRATIVE ROTATION AND A LONGITUDINAL EXPERIENCE IN PRE-HOSPITAL ADMINISTRATION, RESIDENTS GAIN EXPERIENCE IN RUNNING A LOCAL PRE-HOSPITAL SYSTEM.THIS PROGRAM TAKES ADVANTAGE OF THE UNIQUE ACADEMIC OPPORTUNITIES AT HARVARD MEDICAL SCHOOL, THE HARVARD TEACHING HOSPITALS, AND THE HARVARD SCHOOL OF PUBLIC HEALTH. THESE OPPORTUNITIES INCLUDE THE OUTSTANDING EXPERIENCE AVAILABLE THROUGH BOSTON CHILDREN'S HOSPITAL AND THE DEPARTMENTS OF MEDICINE, SURGERY, OBSTETRICS AND GYNECOLOGY, AND ANESTHESIA AT BETH ISRAEL DEACONESS MEDICAL CENTER. SURGERY: EDUCATION THE ROBERTA AND STEPHEN R. WEINER DEPARTMENT OF SURGERY OFFERS EDUCATION OPPORTUNITIES FOR RESIDENTS, FELLOWS AND MEDICAL STUDENTS IN CARDIAC SURGERY, GENERAL SURGERY, PLASTIC AND RECONSTRUCTIVE SURGERY, PODIATRY, TRAUMA SURGERY, MINIMALLY INVASIVE SURGERY, AND VASCULAR SURGERY. STUDENTS LEARN THE MOST ADVANCED TECHNIQUES IN A STATE-OF-THE-FACILITY. STUDENTS ALSO HAVE THE OPPORTUNITY TO LEARN MINIMALLY INVASIVE TECHNIQUES WITHIN OUR OWN CARL J. SHAPIRO SIMULATION AND SKILLS CENTER, THE FIRST OF ITS KIND TO BE ACCREDITED IN THE COUNTRY.GENERAL SURGERY RESIDENCY: EDUCATION THE DEPARTMENT OF SURGERY AT BETH ISRAEL DEACONESS MEDICAL CENTER IS ONE OF THREE MAJOR TEACHING AND RESEARCH UNITS OF HARVARD MEDICAL SCHOOL'S DEPARTMENT OF SURGERY. THE PROGRAM IS NON-PYRAMIDAL. THE SURGICAL HOUSESTAFF IS COMPOSED OF 25 FIRST YEAR RESIDENTS, CONSISTING OF 9 CATEGORICAL (FULL FIVE-YEAR), AND 16 PRELIMINARY RESIDENTS (ONE- OR TWO-YEAR DEPENDING ON THE REQUIREMENTS OF THEIR CHOSEN SUBSPECIALTY). GENERALLY THERE ARE 9 CATEGORICAL, 4 NON DESIGNATED PRELIMINARY RESIDENTS AND 1 ROTATING PLASTIC SURGERY RESIDENT AT THE PGY-2 LEVEL. IN THE PGY-3, PGY-4 AND PGY-5 CHIEF RESIDENT LEVELS, THERE ARE GENERALLY 9 CATEGORICAL RESIDENTS. ALL MEMBERS OF THE HOUSE-STAFF HOLD ACADEMIC APPOINTMENTS AS CLINICAL FELLOWS IN SURGERY AT HARVARD MEDICAL SCHOOL.THE SURGICAL TRAINING PROGRAM PRODUCES THE COUNTRY'S FUTURE SURGICAL LEADERS. CLINICAL EXCELLENCE IS THE FOUNDATION UPON WHICH THAT LEADERSHIP IS BUILT, AND OUR TRAINING PROGRAMS ENDEAVOR TO HELP YOUNG SURGEONS DEVELOP BOTH TECHNICAL AND COGNITIVE EXPERTISE. AT ALL LEVELS, THE HOUSESTAFF ENJOY THE TRAINING AND PRACTICAL EXPERIENCE IN THE PREOPERATIVE, OPERATIVE, AND POST-OPERATIVE CARE OF PATIENTS. THE BETH ISRAEL DEACONESS PROGRAM EMPHASIZES RESIDENT-FACULTY INTERACTION FOR EDUCATIONAL PURPOSES. TEACHING CONFERENCES AND SEMINARS FOR THE HOUSESTAFF CAPITALIZE ON WORKING RELATIONSHIPS DEVELOPED WITH THE ATTENDING STAFF.UPON COMPLETION OF FIVE YEARS OF SURGICAL TRAINING, RESIDENTS ARE ELIGIBLE FOR THE AMERICAN BOARD OF SURGERY EXAMINATION. OUTSTANDING SPECIALTY FELLOWSHIPS IN PLASTIC, CARDIOTHORACIC, PEDIATRIC, TRANSPLANT, COLORECTAL, AND VASCULAR SURGERY ARE OBTAINED ROUTINELY BY OUR GRADUATES. GRADUATES TYPICALLY ENJOY SUPERB OPPORTUNITIES IN EITHER PRIVATE OR ACADEMIC PRACTICE.DIDACTIC TEACHINGTHE PROGRAM HAS DEDICATED EDUCATION TIME, INCLUDING A STRONG DIDACTIC CONFERENCE SCHEDULE, TO PROVIDE A BASIC FOUNDATION OF SURGICAL KNOWLEDGE AND SKILLS. REQUIRED WEEKLY CONFERENCES INCLUDE: - RESIDENT CURRICULUM CONFERENCE / MIS SKILLS LAB - SURGICAL SERVICE MORBIDITY/MORTALITY & SURGICAL GRAND ROUNDS - COMBINED GI CONFERENCETHROUGHOUT TRAINING, A PRIMARY RESPONSIBILITY OF SENIOR RESIDENTS IS TEACHING MORE JUNIOR RESIDENTS AND THE STUDENTS ON THEIR SERVICE. THEY ARE ALSO RESPONSIBLE FOR THE ASSIGNMENT OF CASES, CLINICAL SUPERVISION OF MEDICAL STUDENTS AND RESIDENTS, AND PREPARING MATERIAL FOR SERVICE AND TEACHING CONFERENCES. CARL J. SHAPIRO SIMULATION AND SKILLS CENTERTHE CARL J. SHAPIRO SIMULATION AND SKILLS CENTER (SASC) AT THE MEDICAL CENTER OFFERS THE LATEST ADVANCES IN MEDICAL SIMULATION TECHNOLOGY TO THE MEDICAL CENTER, NEIGHBORING INSTITUTIONS AND THE GLOBAL HEALTHCARE FIELD IN A NEW, STATE-OF-THE-ART FACILITY. THE SASC PROVIDES REALISTIC TRAINING OPPORTUNITIES FOR LEARNERS AT ALL LEVELS, FROM ALL DISCIPLINES, AND USES PROGRESSIVE TEACHING METHODS TO REPLICATE REAL-LIFE PATIENT CARE SITUATIONS, FROM ROUTINE PROCEDURES TO ACUTE MANAGEMENT CRISES. THE SASC RAISES THE BAR FOR MAJOR ACADEMIC MEDICAL CENTERS BY PROVIDING HEALTH CARE STUDENTS AND PROFESSIONALS WITH CURRICULA AND SKILLS TRAINING ON THE LATEST MEDICAL AND SURGICAL TECHNIQUES IN A STATE-OF-THE-ART, TECHNOLOGICALLY ADVANCED FACILITY. ALTHOUGH MOST HEALTH CENTERS OFFER SOME DEGREE OF MEDICAL SIMULATION TRAINING, THE SCALE AND SCOPE OF THE MEDICAL CENTER'S SASC MAKE IT ONE OF THE MOST COMPREHENSIVE SIMULATION TRAINING CENTERS IN THE COUNTRY. THE SASC INCLUDES A LARGE TELECONFERENCE ROOM FOR UP TO 65 LEARNERS AND CONTAINS LIVE MEDIA FEEDS TO FOUR DIFFERENT OPERATING ROOM ENDOSUITES, ALLOWING FOR TELEPROCTORING, INTER-INSTITUTIONAL COURSES, AND INTERCONTINENTAL BROADCASTING OF GRAND ROUNDS. THE HIGH FIDELITY MOCK OPERATING AND INTENSIVE CARE UNIT ROOMS USED FOR FULL-BODY SIMULATION FEATURE WORKING WATER AND GAS LINES, VIDEO CAMERAS AND OBSERVATION WINDOWS WITH STATE-OF-THE-ART TELECONFERENCING ABILITY. TWO SKILLS LAB AREAS ARE DEDICATED TO PROVIDING LEARNERS WITH HANDS-ON TRAINING FOR BASIC CLINICAL PROCEDURES, OPEN SURGICAL SKILLS, ENDOSCOPIC, ULTRA-SONOGRAPHY, AND LAPAROSCOPIC SKILLS WITH OVER 30 PARTIAL TASK TRAINERS AND HIGH-FIDELITY PROCEDURAL SIMULATORS.THE MEDICAL CENTER'S SASC HAS BEEN FORMALLY ACCREDITED AS A LEVEL 1 FACILITY BY THE AMERICAN COLLEGE OF SURGEONS (ACS), THE FIRST IN BOSTON AND NEW ENGLAND - AND ONE OF ONLY SEVEN INAUGURAL CERTIFIED CENTERS IN THE UNITED STATES - TO PROVIDE SIMULATION-BASED SKILLS TRAINING TO HEALTH CARE STUDENTS AND PROFESSIONALS FROM ALL MEDICAL AND SURGICAL DISCIPLINES. AS AN ACS ACCREDITED EDUCATION INSTITUTE, THE SASC IS PART OF THE ACS' DEVELOPING NETWORK OF REGIONAL EDUCATION FACILITIES DESIGNED TO "SPECIFICALLY ADDRESS THE TEACHING, LEARNING AND ASSESSMENT OF TECHNICAL SKILLS USING STATE-OF-THE-ART EDUCATIONAL METHODS AND CUTTING-EDGE TECHNOLOGY." THIS LATEST ACCREDITATION FOLLOWS SASC'S RECENT CERTIFICATION AS ONE OF 11 NATIONAL TEST SITES FOR FUNDAMENTALS OF LAPAROSCOPIC SURGERY (FLS) CANDIDATES. SASC FACULTY PROCTOR THE TWO-PART COGNITIVE AND MANUAL SKILLS EXAM FOR RESIDENTS, FELLOWS AND SURGEONS PERFORMING LAPAROSCOPIC SURGERY.GENERAL SURGERY PGY-1 YEARTHE INTERNSHIP YEAR FOCUSES ON THE ACQUISITION OF BASIC PRINCIPLES AND CLINICAL SKILLS IN GENERAL AND VASCULAR SURGERY; ADDITIONAL ROTATIONS IN THE EMERGENCY DEPARTMENT AND SUBSPECIALTY SERVICES ROUND OUT THE FIRST YEAR EXPERIENCE. THE MAJORITY OF THESE ROTATIONS ARE AT BETH ISRAEL DEACONESS MEDICAL CENTER, SUPPLEMENTED BY COMMUNITY-BASED EXPERIENCE AT MOUNT AUBURN HOSPITAL AND ST. VINCENT HOSPITAL, AND PEDIATRIC EXPERIENCE AT CHILDREN'S HOSPITAL. PRE- AND POST-OPERATIVE PATIENT CARE IS EMPHASIZED UNDER THE GUIDANCE OF THE ATTENDING SURGEONS AND RESIDENT STAFF. INTERNS PARTICIPATE IN THOSE PROCEDURES APPROPRIATE FOR THEIR STAGE OF TRAINING AND CAN EXPECT TO PERFORM APPROXIMATELY 100 MAJOR AND MINOR CASES.GENERAL SURGERY PGY-2 THROUGH PGY-4THE SECOND AND THIRD YEARS OF RESIDENCY INCLUDE LONGER ROTATIONS TO PROVIDE MORE IN-DEPTH TRAINING IN GENERAL SURGERY, THORACIC AND TRAUMA SURGERY, AS WELL AS IN CRITICAL CARE AND ENDOSCOPY. IN THE FOURTH YEAR, SENIOR LEVEL EXPERIENCE IS OBTAINED IN GENERAL SURGERY, VASCULAR, TRANSPLANT AND PEDIATRIC SURGERY. PODIATRY: EDUCATION - RESIDENCY PROGRAMTHE DIVISION OF PODIATRIC SURGERY SPONSORS A THREE YEAR RESIDENCY PROGRAM IN PODIATRIC SURGERY.FIRST YEARTHE FIRST YEAR CONSISTS OF A ROTATING SURGICAL INTERNSHIP DESIGNED TO PREPARE THE NEW PODIATRIC GRADUATE WITH KNOWLEDGE AND SKILLS TO CARE FOR THE GENERAL SURGICAL AND HOSPITALIZED PATIENT. ROTATIONS INCLUDE INTERNAL MEDICINE, EMERGENCY MEDICINE, ANESTHESIOLOGY, GENERAL SURGERY, VASCULAR SURGERY, INFECTIOUS DISEASE, RADIOLOGY AND RHEUMATOLOGY. SECOND AND THIRD YEARTHE SECOND AND THIRD YEARS ARE DEVOTED TO THE DEVELOPMENT OF SURGICAL KNOWLEDGE AND SKILLS. THIS INCLUDES SURGICAL TRAINING IN DIABETIC FOOT SURGERY, TRAUMA AND RECONSTRUCTIVE SURGERY OF THE FOOT AND ANKLE.OTHER BIDMC FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS - RESEARCHAS PREVIOUSLY NOTED IN THIS FORM 990 PART III, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER) IS THE SOLE MEMBER OF BIDN. ALTHOUGH BIDN DOES NOT ENGAGE IN DIRECT RESEARCH, IT IS PART OF BIDMC'S MISSION IS TO BE A WORLD-CLASS RESEARCH INSTITUTION WHERE OUTSTANDING SCIENTISTS WORK TO DEVELOP NEW KNOWLEDGE FOR THE BETTERMENT OF THE HEALTH OF OUR LOCAL AND EXTENDED COMMUNITIES. THE BIDMC RESEARCH PROGRAM STRIVES TO BE, AND IS, RENOWNED FOR ITS BENCH-TO-BEDSIDE MODEL OF TRANSLATIONAL RESEARCH AND FOR ITS COLLABORATION WITH INDUSTRY AS A PATHWAY FOR TRANSFERRING THE FRUITS OF RESEARCH INTO PRODUCTS THAT IMPROVE THE QUALITY OF LIFE.BIDMC'S NOTABLE RESEARCH ACCOMPLISHMENTS INCLUDE CONSISTENTLY BEING RANKED IN THE TOP FOUR IN NATIONAL INSTITUTES OF HEALTH (NIH) FUNDING AMONG INDEPENDENT HOSPITALS. BIDMC SCIENTISTS CONTINUE TO SEARCH FOR IMPROVED UNDERSTANDING OF DISEASES AND BETTER TREATMENTS FOR PATIENTS, WHICH IN TURN DIRECTLY IMPACT THE LIVES OF OUR PATIENTS AND IMPROVE BIDMC'S PATIENT CARE. DURING THE PERIOD COVERED BY THIS FILING, BIDMC INVESTIGATORS LED MORE THAN 850 ACTIVE FEDERAL AND INDUSTRY SPONSORED PROJECTS AND MORE THAN 300 CLINICAL TRIALS. THIS RESEARCH IS LED BY APPROXIMATELY 490 PRINCIPAL INVESTIGATORS WHO ARE HARVARD MEDICAL SCHOOL FACULTY. THE KEY AREAS OF RESEARCH INCLUDE VASCULAR BIOLOGY, MOLECULAR IMAGING, TRANSPLANTATION, SIGNAL TRANSDUCTION, CANCER BIOLOGY, METABOLIC DISEASE, NEUROBIOLOGY, AIDS, AND CARDIOLOGY/CARDIAC SURGERY.AS NOTED IN THIS FILING, BIDMC IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL COMMITTED TO MAINTAINING A COLLABORATIVE CULTURE AND MODERN, HIGH-QUALITY FACILITIES, AND TO TAKING FULL ADVANTAGE OF THE UNIQUE RELATIONSHIPS THAT EXIST AMONG THE HARVARD MEDICAL SCHOOL AND THE HARVARD TEACHING HOSPITALS. BIDMC DESIGNS AND IMPLEMENTS MANY INTERDEPARTMENTAL AND INTERDISCIPLINARY RESEARCH PROGRAMS. BIDMC ALSO REACHES OUT AND COLLABORATES WITH OTHER NATIONALLY RECOGNIZED AND WORLD RENOWNED EXPERTS IN VARIOUS FIELDS ALL ORIENTED TOWARD TRANSLATING NEW KNOWLEDGE INTO NOVEL MEDICAL TREATMENTS AND PATIENT CARE. BIDMC PARTICIPATES IN HARVARD CATALYST, THE HARVARD CLINICAL AND TRANSLATIONAL SCIENCE CENTER, WHICH BRINGS TOGETHER THE INTELLECTUAL FORCE, TECHNOLOGIES, AND CLINICAL EXPERTISE AT HARVARD UNIVERSITY AND ITS ACADEMIC, HEALTH CARE, AND COMMUNITY PARTNERS TO CREATE CONNECTIONS, ENABLE RESEARCH AT THE CUTTING EDGE OF DISCOVERY, AND NURTURE CLINICAL AND TRANSLATIONAL RESEARCHERS WITH THE GOAL OF IMPROVING HUMAN HEALTH.STUDIES BY BIDMC RESEARCHERS ARE ROUTINELY PUBLISHED IN THE WORLD'S LEADING SCIENTIFIC JOURNALS, INCLUDING NATURE, SCIENCE AND THE NEW ENGLAND JOURNAL OF MEDICINE WHICH HELPS TO BRING THE RESEARCH FINDINGS TO PATIENTS BEYOND BIDMC. DURING THE FISCAL YEAR COVERED BY THIS FILING, BIDMC HAD NET EXPENDITURES OF $241,413,221 REPORTED ON THE BIDMC SCHEDULE H RELATED TO RESEARCH TO FURTHER SCIENCE AND PATIENT CARE, WHICH REPRESENTED 18.34% OF BIDMC'S TOTAL NET EXPENSES. 1 X X X X X 1 1 0 0 0 0 0 1 1 1 BUEHRENS ERIC P 0 767193 0 215232 0 49555 0 12250 0 45280 0 1089510 0 0 FISCHER STEVEN 0 479306 0 128768 0 48182 0 12250 0 36560 0 705066 0 0 LEWIS MD STANLEY 0 487676 0 131423 0 11332 0 44077 0 18091 0 692599 0 0 TABBMD KEVIN 0 163556 0 131250 0 45617 0 0 0 4284 0 344707 0 0 WAYLER MD DEBORAH 0 209373 0 25000 0 3243 0 25648 0 18091 0 281355 0 0 FOGARTY JOHN 285660 0 0 0 208 0 0 0 9816 0 295684 0 0 0 SLOWEY THOMAS 167087 33417 4167 833 989 198 3322 664 0 0 175565 35112 0 0 GREENBERG RN MSW PENNY 158114 0 5000 0 562 0 11120 0 24255 0 199051 0 0 0 ALPERT HEIDI 128509 0 1000 0 231 0 5373 0 23109 0 158222 0 0 0 BROTHERS JOSEPH 131727 0 0 0 55 0 3508 0 23109 0 158399 0 0 0 HAFFENREFFER MD MARK 190838 0 0 0 1251 0 5884 0 23218 0 221191 0 0 0 MCKAY CHRISTOPHER 124816 0 0 0 32 0 2146 0 26709 0 153703 0 0 0 SHNAYDERMAN MARINA 119820 0 0 0 88 0 7371 0 23109 0 150388 0 0 0 LEVY PAUL F 0 82000 0 0 0 792381 0 6667 0 18058 0 899106 0 0 PART I, LINE 1A SCHEDULE J - PART I QUESTION 1 GROSS-UP PAYMENTS AS NOTED BELOW, THE MEDICAL CENTER IS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC. ANNUITY RETIREMENT PLAN. INDIVIDUALS WHO QUALIFY AS PARTICIPANTS IN THIS PLAN, RECEIVE CURRENTLY TAXABLE INCOME, A PORTION OF WHICH IS DEFINED AS A GROSS-UP PAYMENT PURSUANT TO THE PLAN DOCUMENT. PART I, LINES 4A-B SCHEDULE J - PART I QUESTION 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS AS NOTED IN THIS FILING, PAUL LEVY SERVED AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), THE SOLE MEMBER OF BIDN, AND AS A BIDN TRUSTEE UNTIL FEBRUARY 2, 2011. AFTER MR. LEVY CEASED TO HOLD THESE POSITIONS, HE BECAME ELIGIBLE FOR CERTAIN SEVERANCE PAYMENTS AS NOTED IN MORE DETAIL IN THE DISCLOSURES BELOW. SCHEDULE J - PART I QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS REQUIRED BY THIS FORM 990, SCHEDULE J, COMPENSATION INFORMATION, THE COMPENSATION DETAIL INCLUDED IN THIS FORM 990 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2012 IS CALENDAR YEAR 2011 DETAIL. DURING THE 2011 CALENDAR YEAR, SOME INDIVIDUALS LISTED IN THIS FORM 990 PART VII AND FORM 990 SCHEDULE J RECEIVED PAYMENTS FROM THE MEDICAL CENTER, THE SOLE MEMBER OF BIDN. THE MEDICAL CENTER IS A PARTICIPATING EMPLOYER IN THE BETH ISRAEL DEACONESS MEDICAL CENTER, INC. ANNUITY RETIREMENT PLAN WHICH, UNDER THE DEFINITIONS TO THIS FORM 990, IS CONSIDERED A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. PARTICIPANTS RECEIVED BOTH CURRENTLY TAXABLE AND DEFERRED BENEFITS FROM THIS PLAN AND AS NOTED ABOVE, THE CURRENTLY TAXABLE PORTION INCLUDES A GROSS-UP PURSUANT TO THE PLAN DESIGN. ADDITIONAL INFORMATION IS INCLUDED WITH THE EXPLANATORY NOTES TO SCHEDULE J BELOW. THE MEDICAL CENTER ALSO MAINTAINS AN IRC SEC. 457 PLAN PURSUANT TO WHICH ELIGIBLE EMPLOYEES CAN DEFER PART OF THEIR 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 BY PARTICIPANTS ARE INCLUDED IN FORM 990 SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION, IN ACCORDANCE WITH THE INSTRUCTIONS TO THIS FORM 990. PART I, LINE 7 SCHEDULE J PART I QUESTION 7 NON-FIXED PAYMENTS BIDN'S EXECUTIVE COMPENSATION PACKAGES INCLUDE OPPORTUNITIES TO EARN INCENTIVE COMPENSATION BASED ON A COMBINATION OF MEETING OR EXCEEDING BIDN'S OBJECTIVES FOR QUALITY AND PATIENT SAFETY, BIDN'S BUDGETED OPERATING MARGIN, AND MEETING INDIVIDUAL GOALS AND OBJECTIVES. THE INCENTIVE COMPENSATION FOR EACH EXECUTIVE IS REVIEWED AND APPROVED BY THE BIDN COMPENSATION COMMITTEE, WHICH AS PREVIOUSLY NOTED, IS FULLY STAFFED BY INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. SUPPLEMENTAL INFORMATION PART III 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. OTHER 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; EARNED TIME CASHED; 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 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 BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS MEDICAL CENTER AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER MAY BE REFERRED TO IN THESE EXPLANATORY NOTES TO FORM 900 PART VII AND FORM 990 SCHEDULE J AS BIDN, BIDMC AND HMFP RESPECTIVELY. BRUNO, JOSEPH TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. BRUNO DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. BUEHRENS, ERIC P. INTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER MR. BUEHRENS SERVED AS THE INTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF BETH ISRAEL DEACONESS MEDICAL CENTER FROM FEBRUARY 2 TO OCTOBER 17, 2011, AT WHICH TIME HE RESUMED THE POSITION OF CHIEF OPERATING OFFICER (COO). MR. BUEHRENS SERVED AS COO UNTIL JANUARY 5, 2012 AND WAS EMPLOYED BY BIDMC UNTIL FEBRUARY 29, 2012. WHILE MR. BUEHRENS SERVED AS INTERIM PRESIDENT AND CEO OF BIDMC, HE ALSO SERVED IN THE FOLLOWING POSITIONS: DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. BUEHRENS DEVOTED, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 767,193 INCENTIVE COMPENSATION: 215,232 OTHER REPORTABLE COMPENSATION: 49,555 DEFERRED COMPENSATION: 12,250 NON-TAXABLE BENEFITS: 45,280 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. BUEHRENS INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $58,188. BURMAN, SAMANTHA TROTMAN TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. BURMAN DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. COHEN, M.D., STEVEN B. TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM CHIEF OF GASTROENTEROLOGY - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DR. COHEN DEVOTES, ON AVERAGE, A COMBINED 10 HOURS PER WEEK TO THE REPORTING ORGANIZATION FOR THE POSITIONS LISTED HERE. AS REQUIRED BY THIS FORM 990, COMPENSATION REPORTED BY BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM FOR THE 2011 CALENDAR YEAR INCLUDES $5,000 PAID TO DR. COHEN BY NEEDHAM GASTROENTEROLOGY ASSOCIATES AND RELATED TO DR. COHEN'S POSITION AS CHIEF OF GASTROENTEROLOGY AT BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM. CONNELLY, ESQ., JOHN TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. CONNELLY DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. COOLEY, MARIANNE TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. COOLEY DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DAVIS, JR., RICHARD W. TRUSTEE AND BOARD CHAIR - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. DAVIS DEVOTES, ON AVERAGE, 15 HOURS PER WEEK TO THE REPORTING ORGANIZATION. DHILLON, M.D., PERMINDER TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM PRESIDENT OF THE MEDICAL STAFF - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DIRECTOR OF MEDICAL EDUCATION - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DR. DHILLON DEVOTES, ON AVERAGE, 10 HOURS PER WEEK TO THE REPORTING ORGANIZATION FOR THE POSITIONS LISTED HERE. DR. DHILLON'S TERM ON THE BIDN BOARD BEGAN OCTOBER 1, 2011. PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 61,100 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 0 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 0 FISCHER, STEVEN TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER MR. FISCHER DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. PAYMENTS MADE BY BIDMC: BASE COMPENSATION: 479,306 INCENTIVE COMPENSATION: 128,768 OTHER REPORTABLE COMPENSATION: 48,182 DEFERRED COMPENSATION: 12,250 NON-TAXABLE BENEFITS: 36,560 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. FISCHER INCLUDES COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $ 58,188. GRASSO, JAMES A. TRUSTEE AND CLERK - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. GRASSO DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. HOFFMEISTER, GREGORY TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. HOFFMEISTER DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. SUPPLEMENTAL INFORMATION PART III KAUFMAN, JEFFREY A. TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. KAUFMAN DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. LEWIS, M.D., STANLEY TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM SENIOR VICE PRESIDENT, NETWORK INTEGRATION - BETH ISRAEL DEACONESS MEDICAL CENTER CARDIOLOGIST - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR - CARDIOVASCULAR ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. DIRECTOR - MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION D/B/A AFFILIATED PHYSICIANS GROUP DIRECTOR - BETH ISRAEL DEACONESS HOSPITAL - MILTON DR. LEWIS DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. LEWIS PERFORMS SERVICES FOR BOTH BIDMC AND HMFP. AS REQUIRED BY FORM 990, ALTHOUGH DR. LEWIS IS PAID DIRECTLY BY HMFP, THE PORTION OF DR. LEWIS' COMPENSATION ATTRIBUTABLE TO HIS SERVICES PERFORMED AT BIDMC HAS BEEN SEPARATELY REPORTED ON FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 438,908 INCENTIVE COMPENSATION: 118,281 OTHER REPORTABLE COMPENSATION: 10,199 DEFERRED COMPENSATION: 39,669 NON-TAXABLE BENEFITS: 16,282 PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 48,768 INCENTIVE COMPENSATION: 13,142 OTHER REPORTABLE COMPENSATION: 1,133 DEFERRED COMPENSATION: 4,408 NON-TAXABLE BENEFITS: 1,809 DEFERRED COMPENSATION REPORTED BY BIDMC AND HMFP FOR THE 2011 CALENDAR YEAR INCLUDES A CHANGE IN VALUE OF DR. LEWIS'S SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) OF $14,677. THE SERP DOES NOT VEST UNTIL 2012. LIPCHITZ, JOSEPH D. TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. LIPCHITZ DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MR. LIPCHITZ'S TERM ON THE BIDN BOARD BEGAN OCTOBER 1, 2011. LISBON, CAROL TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. LISBON DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. LOMBARD, MICHAEL TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. LOMBARD DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MAHONEY, WILLIAM D. TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. MAHONEY DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MR. MAHONEY'S TERM ON THE BIDN BOARD BEGAN OCTOBER 1, 2011. MEDALIE, SETH TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. SEDALIE DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PETRINI, GREGORY TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. PETRINI DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PLINE, JENNIFER TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. PLINE DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. TABB, M.D., KEVIN TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DIRECTOR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS DEPARTMENT OF MEDICINE FOUNDATION; BETH ISRAEL DEACONESS MEDICAL CENTER OBSTETRICS AND GYNECOLOGY FOUNDATION; BETH ISRAEL DEACONESS DEPARTMENT OF SURGERY FOUNDATION DIRECTOR (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL MILTON DR. TABB DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. TABB COMMENCED HIS ROLES AS PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM ON OCTOBER 17, 2011. PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 163,556 INCENTIVE COMPENSATION: 131,250 OTHER REPORTABLE COMPENSATION: 45,617 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 4,284 THE INCENTIVE COMPENSATION AND OTHER REPORTABLE COMPENSATION REFLECTED IN THIS FILING ARE PAYMENTS INTENDED TO HELP EASE THE FINANCIAL COSTS OF RELOCATION, HOUSING AND OTHER TRANSITIONAL EXPENSES INCURRED BY DR. TABB. ALL AMOUNTS WERE PAID PURSUANT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-4(A)(3) AND BIDMC FOLLOWED THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED IN TREASURY REGULATIONS SECTION 53.4958-6(C) IN SETTING DR. TABB'S COMPENSATION. VANOURNY, STEPHEN, E. TRUSTEE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. VANOURNY DEVOTES, ON AVERAGE, 5 HOURS PER WEEK TO THE REPORTING ORGANIZATION. WAYLER, M.D., DEBORAH TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM PRESIDENT OF THE MEDICAL STAFF - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM PHYSICIAN, ANATOMIC PATHOLOGY - HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER DR. WAYLER'S TERM ON THE BIDN BOARD BEGAN JANUARY 5, 2012. DR. WAYLER DEVOTES, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. DR. WAYLER PERFORMS SERVICES FOR HMFP. AS REQUIRED BY FORM 990, DR. WAYLER'S COMPENSATION ATTRIBUTABLE TO HER SERVICES PERFORMED AT HMFP HAS BEEN SEPARATELY REPORTED ON FORM 990, AS FURTHER OUTLINED BELOW. PAYMENTS REPORTED BY HMFP: BASE COMPENSATION: 209,373 INCENTIVE COMPENSATION: 25,000 OTHER REPORTABLE COMPENSATION: 3,243 DEFERRED COMPENSATION: 25,648 NON-TAXABLE BENEFITS: 18,091 FOGARTY, JOHN PRESIDENT & CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. FOGARTY WAS NAMED THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM ON AUGUST 6, 2011 AFTER HAVING SERVED AS THE INTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER FROM MARCH 3, 2011. MR. FOGARTY DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. MR. FOGARTY WAS PAID DIRECTLY BY BIDN AND BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), THE SOLE MEMBER OF BIDN AND AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. AS REQUIRED BY FORM 990, MR. FOGARTY'S COMPENSATION HAS BEEN SEPARATELY REPORTED ON THIS FILING, AS FURTHER OUTLINED BELOW: PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 285,660 BONUS AND INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 208 DEFERRED COMPENSATION: 0 NON-TAXABLE BENEFITS: 9,816 AS REQUIRED IN THIS FORM 990, BASE COMPENSATION REPORTED ABOVE BY BIDN FOR THE 2011 CALENDAR YEAR INCLUDES PAYMENTS OF $181,529 MADE TO MR. FOGARTY BY LEADERS FOR TODAY LLC DURING THE TIME HE SERVED AS INTERIM PRESIDENT & CHIEF EXECUTIVE OFFICER. SLOWEY, THOMAS CHIEF FINANCIAL OFFICER - BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM CHIEF FINANCIAL OFFICER - MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A AFFILIATED PHYSICIANS GROUP (APG) MR. SLOWEY DEVOTED, ON AVERAGE, A COMBINED 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION AND ALL RELATED ENTITIES FOR THE POSITIONS LISTED HERE. MR. SLOWEY SERVED AS THE CHIEF FINANCIAL OFFICER OF APG THROUGH MAY 1, 2011. MR. SLOWEY SERVED AS THE CHIEF FINANCIAL OFFICER OF BIDN FOR THE FULL PERIOD COVERED BY THIS FILING. AS NOTED ABOVE, DURING THE PERIOD COVERED BY THIS FILING MR. SLOWEY PERFORMED SERVICES FOR BOTH BIDN AND APG. AS REQUIRED BY THIS FORM 990, ALTHOUGH MR. SLOWEY WAS PAID DIRECTLY BY BIDN DURING THE 2011 CALENDAR YEAR, THE PORTION OF MR. SLOWEY'S COMPENSATION ATTRIBUTABLE TO EACH POSITION HAS BEEN SEPARATELY REPORTED ON THIS FORM 990, AS FURTHER OUTLINED BELOW: PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 167,087 BONUS AND INCENTIVE COMPENSATION: 4,167 OTHER REPORTABLE COMPENSATION: 989 DEFERRED COMPENSATION: 3,322 NON-TAXABLE BENEFITS: 0 PAYMENTS REPORTED BY APG: BASE COMPENSATION: 33,417 BONUS AND INCENTIVE COMPENSATION: 833 OTHER REPORTABLE COMPENSATION: 198 DEFERRED COMPENSATION: 664 NON-TAXABLE BENEFITS: 0 SUPPLEMENTAL INFORMATION PART III GREENBERG, R.N., M.S., PENNY EXECUTIVE VICE PRESIDENT AND CHIEF NURSING OFFICER - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. GREENBERG DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 158,114 BONUS AND INCENTIVE COMPENSATION: 5,000 OTHER REPORTABLE COMPENSATION: 562 DEFERRED COMPENSATION: 11,120 NON-TAXABLE BENEFITS: 24,255 ALPERT, HEIDI SENIOR DIRECTOR, CLINICAL SERVICES - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. ALPERT DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 128,509 BONUS AND INCENTIVE COMPENSATION: 1,000 OTHER REPORTABLE COMPENSATION: 231 DEFERRED COMPENSATION: 5,373 NON-TAXABLE BENEFITS: 23,109 BROTHERS, JOSEPH COMPUTERIZED TOMOGRAPHY TECHNOLOGIST - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. BROTHERS DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 131,727 BONUS AND INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 55 DEFERRED COMPENSATION: 3,508 NON-TAXABLE BENEFITS: 23,109 HAFFENREFFER, M.D., MARK ORTHOPEDIC SURGEON - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM DR. HAFFENREFFER DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 190,838 BONUS AND INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 1,251 DEFERRED COMPENSATION: 5,884 NON-TAXABLE BENEFITS: 23,218 MCKAY, CHRISTOPHER REGISTERED NURSE - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MR. MCKAY DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 124,816 BONUS AND INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 32 DEFERRED COMPENSATION: 2,146 NON-TAXABLE BENEFITS: 26,709 SHNAYDERMAN, MARINA PHARMACIST - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM MS. SHNAYDERMAN DEVOTES, ON AVERAGE, 60 HOURS PER WEEK TO THE REPORTING ORGANIZATION. PAYMENTS REPORTED BY BIDN: BASE COMPENSATION: 119,820 BONUS AND INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 88 DEFERRED COMPENSATION: 7,371 NON-TAXABLE BENEFITS: 23,109 LEVY, PAUL F. FORMER TRUSTEE (EX-OFFICIO) - BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM FORMER DIRECTOR (EX-OFFICIO), PRESIDENT AND CHIEF EXECUTIVE OFFICER - BETH ISRAEL DEACONESS MEDICAL CENTER MR. LEVY SERVED AS PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND AS TRUSTEE OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM UNTIL FEBRUARY 2, 2011. IN HIS POSITION AS PRESIDENT & CEO FOR BIDMC AND FOR HIS SERVICES PROVIDED IN THESE ROLES, MR. LEVY RECEIVED PAYMENTS DIRECTLY FROM BIDMC AS WELL AS FROM CAREGROUP, INC. (CAREGROUP) THE SOLE MEMBER OF BIDMC, AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND A SUPPORT ORGANIZATION OF BIDMC. AS REQUIRED BY THIS FORM 990, MR. LEVY'S COMBINED COMPENSATION IS REPORTED BY BIDN ON THIS FORM 990, AS FURTHER OUTLINED BELOW: PAYMENTS REPORTED BY BIDMC: BASE COMPENSATION: 82,000 INCENTIVE COMPENSATION: 0 OTHER REPORTABLE COMPENSATION: 792,381 DEFERRED COMPENSATION: 6,667 NON-TAXABLE BENEFITS: 18,058 OTHER REPORTABLE AND DEFERRED COMPENSATION FOR MR. LEVY INCLUDED SALARY CONTINUATION PAYMENTS PAID DURING THE CALENDAR YEAR 2011 IN THE AMOUNT OF $779,467 AND COMBINED PAYMENTS FROM A NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $18,325 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 NONEAVAIL 2012-07-11 49910000 REFUND ISSUED DATED 2/11/1988 0 0 0 MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 NONEAVAIL 2011-09-15 120280000 REFUND ISSUED DATED 2/11/1988 0 0 0 MA HEALTH AND EDUCATION FACILITIES AUTHORITY 042456011 57586C3S2 2008-06-09 377527010 REFUND ISSUED DATED 1/19/1989 0 0 0 MA HEALTH AND EDUCATION FACILITIES AUTHORITY 042456011 57586CDK8 2004-08-12 187125000 REFUND ISSUED DATE 9/23/1992, 11/9/1994 0 0 0 49910000 368094 49541906 1 0 1 1 9485000 120280000 290672 119989328 1 0 1 1 48320000 378911689 27356617 3929290 134556855 213068927 2011 1 0 0 1 149125000 187125000 1796643 7991727 177336630 1 0 1 1 0 1 1 1 0 0.00600 0.00100 0.00700 1 0 1 1 CITI BANK 0 1 0 0 0 SCHEDULE K SUPPLENTAL INFORMATION PART II, LINE 11, COLUMNS A,B & D: THE AMOUNT OF OTHER SPENT PROCEEDS RELATES TO THE REFUNDING PROCEEDS OF THE ISSUES. SCHEDULE K - EXPLANATORY STATEMENT 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 THAT SERVES AS A SUPPORT ORGANIZATION OF BETH ISRAEL DEACONESS MEDICAL CENTER, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, BETH ISRAEL DEACONESS HOSPITAL - MILTON, MOUNT AUBURN HOSPITAL, NEW ENGLAND BAPTIST HOSPITAL AND THESE ENTITIES PHYSICIAN GROUPS AND AFFILIATED ENTITIES OTHER CAREGIVERS. CAREGROUP'S PURPOSE IS TO OVERSEE THE FINANCIAL WELL-BEING OF THE AFFILIATED ENTITIES WHICH MAKE UP THE CAREGROUP SYSTEM. CAREGROUP AND SOME OF ITS AFFILIATES JOINTLY BORROW DEBT AS AN OBLIGATED GROUP. THE OBLIGATED GROUP MEMBERS ARE: CAREGROUP, BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS - NEEDHAM (BID-NEEDHAM), MOUNT AUBURN PROFESSIONAL SERVICES (MAPS) AND MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG). THE INFORMATION REPORTED ON SCHEDULE K FOR BETH ISRAEL DEACONESS MEDICAL CENTER (MEDICAL CENTER) REFLECTS THE COMBINED CAREGROUP OBLIGATED GROUP DEBT ISSUED AFTER DECEMBER 31, 2002 WITH AN OUTSTANDING PRINCIPAL BALANCE IN EXCESS OF $100,000. SCHEDULE K PART 1F - DESCRIPTION OF TAX-EXEMPT DEBT PURPOSE PURPOSES OF CAREGROUP SERIES E BONDS - TO FINANCE OR REFINANCE VARIOUS RENOVATION AND CONSTRUCTION PROJECTS AND CAPITAL EQUIPMENT ACQUISITIONS FOR THE MEDICAL CENTER - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR MAH'S NEW AND EXPANDED FACILITIES WITH APPROXIMATELY 250,000 SQUARE FEET OF NEW AND RENOVATED SPACE TO INCLUDE: A NEW SIX-STORY ACUTE CARE FACILITY TO SUPPORT ADDITIONAL CRITICAL CARE AND MEDICAL /SURGICAL BEDS, EXPANDED OPERATING ROOMS AND INTERVENTIONAL RADIOLOGY ROOMS AND A NEW PARKING GARAGE - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR NEBH'S MASTER FACILITY PLAN, INCLUDING A NEW ATRIUM OF APPROXIMATELY 2,740 SQUARE FEET, A PRE-OPERATIVE AND POST ANESTHESIA UNIT OF APPROXIMATELY 14, 310 SQUARE FEET, CONSTRUCTION OF A CENTRAL STERILE SUPPLY AREA OF APPROXIMATELY 8,290 SQUARE FEET AND CONSTRUCTION OF NEW OPERATING ROOMS OF APPROXIMATELY 18,615 SQUARE FEET; - TO FINANCE OR REFINANCE CONSTRUCTION, RENOVATION, FURNISHING AND VARIOUS OTHER CAPITAL ACQUISITIONS FOR BID-NEEDHAM'S NEW AND EXPANDED FACILITIES INCLUDING AN APPROXIMATELY 59,000 SQUARE FOOT PROJECT ON TWO FLOORS TO RENOVATE AND EXPAND SERVICES IN THE EMERGENCY DEPARTMENT, INPATIENT UNITS, RADIOLOGY DEPARTMENT AND ASSOCIATED SUPPORT SERVICES; - TO REFINANCE $201,975,000 OF DEBT PREVIOUSLY ISSUED BY MEMBERS OF THE OBLIGATED GROUP, INCLUDING $138,075,000 OF THE CAREGROUP SERIES C BONDS DESCRIBED BELOW. PURPOSES OF CAREGROUP SERIES D BONDS: - REFUNDING OF THE OUTSTANDING PRINCIPAL BALANCE OF THE MAH SERIES B BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 13, 2004 PURPOSES OF CAREGROUP SERIES C BONDS: - REFUNDING OF THE OUTSTANDING PRINCIPAL BALANCE OF THE BETH ISRAEL HOSPITAL ASSOCIATION SERIES G BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 13, 2004 PURPOSES OF CAREGROUP SERIES F BONDS: - REFUNDING OF A PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED SEPTEMBER 1, 2011 PURPOSES OF CAREGROUP SERIES G BONDS: - REFUNDING THE REMAINING PORTION OF THE OUTSTANDING PRINCIPAL BALANCE OF THE CAREGROUP SERIES A BONDS BY CREATING AN IRREVOCABLE REFUNDING TRUST DATED JULY 1,2012 SCHEDULE K PART II LINE 8 - YEAR OF SUBSTANTIAL COMPLETION OF PROJECT(S) THE PROJECTS FINANCED AND/OR REFINANCED WITH TAX-EXEMPT BOND FINANCED WERE COMPLETED, ON VARIOUS DATES. SCHEDULE K PART II, LINE 11, COLUMNS A,B & D: THE AMOUNT OF OTHER SPENT PROCEEDS RELATES TO THE REFUNDING PROCEEDS OF THE ISSUES. SCHEDULE K PART II, LINE 11, COLUMN C: $8,993,760 OF THE PROCEEDS LISTED WERE USED FOR TERMINATION OF THE HEDGE AGREEMENT, WITH THE REMAINDER USED FOR REFUNDING PURPOSES OF THE ISSUE. SCHEDULE K PART III QUESTIONS 2 AND 3: FACILITIES FINANCED WITH TAX-EXEMPT BONDS ARE PRIMARILY OCCUPIED BY CAREGROUP AND ITS AFFILIATED TAX-EXEMPT ENTITIES, INCLUDING BUT NOT LIMITED TO THE MEDICAL CENTER, BID-NEEDHAM, HMFP, NEBH, NEW ENGLAND BAPTIST MEDICAL ASSOCIATES, MOUNT AUBURN HOSPITAL, MOUNT AUBURN PROFESSIONAL SERVICES AND APG. SOME FINANCED SPACE MAY CONTAIN LEASE ARRANGEMENTS, AND THE AFFILIATES WHICH OWN THE DEBT FINANCED SPACE MAY OPT TO ENGAGE A MANAGEMENT SERVICES COMPANY (I.E. CLEANING, PATIENT TRANSPORT, AND FOOD SERVICES) OR ENGAGE IN RESEARCH PURSUANT TO RESEARCH AGREEMENTS WITHIN TAX EXEMPT DEBT FINANCED SPACE. ANY SUCH AGREEMENTS IN PLACE AS OF SEPTEMBER 30, 2012 WERE REVIEWED TO ENSURE PROPER ACCOUNTING OF ANY PRIVATE USE GENERATED FROM SUCH ACTIVITIES. IN ADDITION, SUCH AGREEMENTS ARE GENERALLY REVIEWED BY INSIDE COUNSEL PRIOR TO FINALIZING. SCHEDULE K PART V - WRITTEN PROCEDURES BIDN IS CURRENTLY IN THE PROCESS OF ADOPTING A FORMAL WRITTEN POLICY WHICH WILL ENSURE THAT VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE. IN THE MEANTIME, BIDN AND EACH MEMBER OF THE CAREGROUP OBLIGATED GROUP MONITORS USES OF ITS TAX-EXEMPT FINANCED FACILITIES IN CONJUNCTION WITH THE CAREGROUP, INC. TAX DEPARTMENT AND BOND COUNSEL. STANLEY M LEWIS MD FAMILY RELATIONSHIP 33685 SEE SCHEDULE O 0 CAROL LISBON FAMILY RELATIONSHIP 581340 SEE SCHEDULE O 0 GREGORY PETRINI BUSINESS RELATIONSHIP 820803 SEE SCHEDULE O 0 SCHEDULE L PART IV COLUMN (D) DESCRIPTION OF TRANSACTIONS INVOLVING INTERESTED PERSONS:STANLEY M. LEWIS, M.D, A MEMBER OF THE BOARD OF TRUSTEES AT BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN), ALSO SERVES AS A DIRECTOR AT MEDICAL CARE OF BOSTON MANAGEMENT CORP D/B/A AFFILIATED PHYSICIANS GROUP (APG), A DIRECTOR AT BETH ISRAEL DEACONESS HOSPITAL - MILTON, A DIRECTOR AT CARDIOVASCULAR ASSOCIATED PHYSICIANS OF HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC., THE SENIOR VICE PRESIDENT OF NETWORK INTEGRATION AT BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND A CARDIOLOGIST AT HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP).JASON JONATHAN LEWIS IS DR. LEWIS'S SON AND IS CURRENTLY A SECOND YEAR EMERGENCY MEDICINE RESIDENT (PGY2) AT BIDMC. JASON JONATHAN LEWIS'S SALARY AND OTHER INCOME INCLUDE:BASE COMPENSATION: $ 27,707BONUS AND INCENTIVE COMPENSATION: $ 0OTHER REPORTABLE COMPENSATION: $ 2CONTRIBUTION TO EMPLOYEE BENEFIT PLANS INCLUDES: $ 0DEFERRED COMPENSATION: $ 5,976NON-TAXABLE BENEFITS: $0CAROL LISBON, A MEMBER OF THE BOARD OF TRUSTEES AT BIDN (EX-OFFICIO), IS MARRIED TO ALAN LISBON, WHO SERVED AS THE ACTING CHIEF, DEPARTMENT OF ANESTHESIA, BIDMC AND ACTING CHAIR, DEPARTMENT OF ANESTHESIA AND DIRECTOR AT HMFP THROUGH APRIL 30, 2009. AS NOTED ABOVE, BIDMC IS THE SOLE MEMBER OF BIDN AND AN ENTITY INTEGRALLY RELATED TO HMFP. DURING THE CALENDAR YEAR 2011, HMFP MADE THE FOLLOWING PAYMENTS TO DR. LISBON :BASE COMPENSATION: $395,276 BONUS AND INCENTIVE COMPENSATION: $90,000 OTHER REPORTABLE COMPENSATION: $26,973 CONTRIBUTION TO EMPLOYEE BENEFIT PLANS INCLUDES:DEFERRED COMPENSATION: $49,000NON-TAXABLE BENEFITS: $20,091 GREGORY PETRINI, A MEMBER OF THE BOARD OF TRUSTEES AT BIDN, IS THE CHIEF EXECUTIVE OFFICER AND A DIRECTOR OF PETRINI CORPORATION, A REAL ESTATE DEVELOPMENT AND MANAGEMENT COMPANY. LYNN PETRINI, A FORMER TRUSTEE OF BIDN, IS MR. PETRINI'S MOTHER AND SERVES AS TREASURER AND DIRECTOR OF THAT SAME ENTITY. BIDMC IS THE SOLE MEMBER OF BIDN AND IS ALSO A SOLE MEMBER OF MEDICAL CARE OF BOSTON MANAGEMENT CORP. D/B/A AFFILIATED PHYSICIANS GROUP (APG).DURING THE PERIOD COVERED BY THIS FILING, BOTH BIDN AND APG LEASED SPACE FROM THE PETRINI CORPORATION AND THEY PAID RENTAL FEES IN THE AMOUNTS OF $179,444 AND $641,359 RESPECTIVELY. RENTS PAID FOR THE LEASED SPACE REFLECT FAIR MARKET VALUE.VARIOUS CURRENT AND FORMER OFFICERS, DIRECTORS/TRUSTEES AND KEY EMPLOYEES OF BIDN MAY ALSO HOLD POSITIONS WITH OTHER ENTITIES WHICH MAKE CHARITABLE CONTRIBUTIONS TO BIDN OR BIDMC. SUCH CONTRIBUTIONS HAVE NOT BEEN INCLUDED IN THE DISCLOSURES ABOVE. BIDN MAINTAINS AN ACCOUNTABLE BUSINESS EXPENSE REIMBURSEMENT PLAN. FROM TIME TO TIME, BIDN 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 BIDN CONFLICT OF INTEREST POLICY. OTHER: 0 0 0 THIRD PARTY USE: PART I, LINE 32B: SCHEDULE M PART I - QUESTION 31 - REVIEW OF NON-STANDARD GIFTS AS PREVIOUSLY NOTED, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) AND BIDMC PROVIDES THE DEVELOPMENT FUNCTION FOR BIDN. PURSUANT TO THAT RELATIONSHIP, ANY NON-STANDARD GIFT MADE TO BIDN IS REVIEWED IN ACCORDANCE WITH THE BIDMC GIFT ACCEPTANCE POLICY. SCHEDULE M PART I - QUESTION 32 - USE OF AUCTIONEER AS REPORTED IN THIS FORM 990, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) AND BIDMC'S PROVIDING DEVELOPMENT SERVICES TO BIDN IS ONE OF THE WAYS THAT THE MEDICAL CENTER SUPPORTS BIDN'S MISSION. ANNUALLY BIDN HOLDS A FUNDRAISING EVENT. BIDMC ASSISTS BIDN BOARD MEMBERS AND OTHER VOLUNTEERS PLAN AND CONDUCT THIS EVENT. A COMPONENT OF THE EVENT IS A CHARITY AUCTION FOR WHICH BIDMC RETAINS AN AUCTIONEER. BIDN REIMBURSES BIDMC FOR THIS COST. ORGANIZATION MISSION STATEMENT PART I & III LINE 1 THE MISSION OF THE BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM, INC. (BIDN) IS TO PROVIDE SAFE, HIGH-QUALITY, COMMUNITY-BASED HEALTH CARE AND ACCESS TO TERTIARY CARE IN CLOSE COLLABORATION WITH ITS SOLE MEMBER, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), REGARDLESS OF THE PATIENT'S ABILITY TO PAY, RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, ANCESTRY, AGE, OR DISABILITY. BIDN ASPIRES TO BE THE BEST COMMUNITY HOSPITAL IN EASTERN MASSACHUSETTS BY PROVIDING OUR PATIENTS WITH EXTRAORDINARY CAREGIVERS WHO WORK SEAMLESSLY AS A TEAM. BIDN IS COMMITTED TO WORKING IN PARTNERSHIP WITH RESIDENTS AND COMMUNITY LEADERS AS WELL AS CIVIC, SOCIAL AND MEDICAL ORGANIZATIONS FROM THE COMMUNITIES THAT WE SERVE. WE ARE DEDICATED TO THE PLANNING, DEVELOPMENT, IMPLEMENTATION AND MONITORING OF PROGRAMS THAT ADDRESS THE HEALTH CARE NEEDS OF OUR COMMUNITY AND OFFER CLINICAL, EDUCATIONAL AND FINANCIAL RESOURCES. THESE PROGRAMS ARE DESIGNED TO IMPROVE AWARENESS OF COMMUNITY HEALTH CARE ISSUES AND INCREASE PARTICIPATION IN WELLNESS AND PREVENTATIVE HEALTH ACTIVITIES. OUR ULTIMATE GOAL IS TO PLAY AN INTEGRAL ROLE IN IMPROVING THE OVERALL HEALTH OF OUR COMMUNITY. WE SINCERELY BELIEVE THAT OUR COMMITMENT TO THESE PROGRAMS WILL BENEFIT EVERYONE. LINE 4A - OUTPATIENT CLINICS AND SERVICES FORM 990, PART III BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN OR HOSPITAL), IS A 58-BED ACUTE CARE COMMUNITY HOSPITAL THAT HAS SERVED THE RESIDENTS OF NEEDHAM AND SURROUNDING COMMUNITIES CONTINUOUSLY FOR MORE THAN 80 YEARS. THE HOSPITAL PROVIDES A COMPREHENSIVE PROGRAM OF CLINICAL SERVICES ENCOMPASSING GENERAL INTERNAL MEDICINE AND ALL THE SUBSPECIALTIES OF INTERNAL MEDICINE, COVERING THE GAMUT OF SERVICES FROM PRIMARY TO TERTIARY CARE AS WELL AS PROVIDING SURGICAL SERVICES ON AN OUTPATIENT BASIS. BIDN'S MEDICAL STAFF BLENDS EXPERIENCED PRIMARY CARE PHYSICIANS AND SPECIALISTS IN A WIDE VARIETY OF DISCIPLINES. BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC OR MEDICAL CENTER), IS A NATIONALLY RECOGNIZED TERTIARY CARE ACADEMIC MEDICAL CENTER, IS A TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND IS THE SOLE MEMBER OF BIDN. 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. MANY BIDN PHYSICIANS ALSO HOLD APPOINTMENTS AT HARVARD OR OTHER MAJOR MEDICAL SCHOOLS AND ARE TIED CLOSELY WITH THEIR COLLEAGUES AT OTHER ACADEMIC MEDICAL CENTERS. THE PRIMARY CARE AND SPECIALISTS AT BIDN PROVIDE OUTPATIENT PRIMARY CARE AS WELL AS ENDOSCOPIC, OPHTHALMOLOGIC, DERMATOLOGIC AND PODIATRIC PROCEDURES, CHEMOTHERAPEUTIC AND CANCER MANAGEMENT, CARDIAC REHABILITATION AND DIABETES MANAGEMENT SERVICES, AND ELDER ASSESSMENT PROGRAMS. BIDN ALSO OFFERS OCCUPATIONAL HEALTH SERVICES AND NUTRITIONAL COUNSELING. DIAGNOSTIC FACILITIES INCLUDE COMPLETE 24-HOUR HISTOPATHOLOGY LABORATORY AND BLOOD BANKING SERVICES AS WELL AS DIAGNOSTIC IMAGING INCLUDING CT SCANNING, ULTRASOUND, ULTRASONIC CARDIOGRAPHY, BONE DENSITOMETRY, NUCLEAR MEDICINE, PLAIN FILM RADIOLOGY AND FLUOROSCOPY. IN ADDITION, THE BIDN PICTURE ARCHIVAL AND COMMUNICATION SYSTEM (PACS) CAN INSTANTANEOUSLY TRANSMIT RADIOLOGIC IMAGES BETWEEN BIDN AND BIDMC, MEANING THAT PATIENTS IN NEEDHAM HAVE ACCESS TO THE SAME WORLD-CLASS SPECIALISTS AS PATIENTS AT BIDMC. THE SYSTEM FACILITATES, WHEN NECESSARY, MULTI-DISCIPLINARY EVALUATION OF IMAGES, RESULTING IN IMPROVED TECHNICAL PERFORMANCE AND FEEDBACK AND DIAGNOSES WITH GREATER DIAGNOSTIC ACCURACY. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BIDN PHYSICIANS HAD 132,776 OUTPATIENT ENCOUNTERS. IN ADDITION, BIDN CLINICS HAD 4,055 VISITS FOR DIABETES CARE, PERFORMED 2,798 ENDOSCOPY PROCEDURES, PROVIDED 2,471 ONCOLOGY TREATMENTS AND PERFORMED 1,548 SLEEP STUDIES. BIDN OUTPATIENT CARDIOLOGY PHYSICIANS AND PROFESSIONALS PERFORMED 6,837 EKG EXAMS, 2,347 ECHO NON-INVASIVE EXAMS AND 812 STRESS TESTS. BIDN GENERAL RADIOLOGY PERFORMED 23,262 OUTPATIENT EXAMS, 5,585 CAT SCAN OUTPATIENT EXAMS, 5,535 OUTPATIENT ULTRASOUND PROCEDURES, OVER 3,550 MRI EXAMS AND 460 NUCLEAR MEDICINE TESTS. SEE SCHEDULE H FOR ADDITIONAL INFORMATION ON CHARITY CARE AND COMMUNITY BENEFITS. LINE 4B - INPATIENT MEDICAL/SURGICAL AND INTENSIVE CARE; OPERATING ROOMS FORM 990, PART III BIDN PROVIDES A WIDE RANGE OF INPATIENT CARE INCLUDING SURGICAL SERVICES, INTENSIVE AND CARDIAC CARE AND COMPLETE DIAGNOSTIC FACILITIES. BIDN'S INPATIENT FACILITIES INCLUDE MEDICAL/SURGICAL BEDS AND A SEVEN-BED INTENSIVE AND CARDIAC CARE UNIT. BIDN HAS A FULLY RENOVATED STATE-OF-THE ART SURGICAL SUITE WITH THREE FULLY EQUIPPED OPERATING ROOMS, ONE MINOR SURGERY ROOM AND A POST-OPERATIVE ANESTHESIA CARE UNIT. SURGICAL SERVICES ARE AVAILABLE 24 HOURS A DAY FOR CRITICALLY ILL OR INJURED PATIENTS REQUIRING IMMEDIATE SURGICAL INTERVENTION, OR FOR OTHER PATIENTS ON A NON-EMERGENT OR ELECTIVE BASIS. BIDN'S HIGHLY QUALIFIED SURGEONS PERFORM ORTHOPEDIC PROCEDURES AND IMPLANTS, PLASTIC / RECONSTRUCTION, GASTROINTESTINAL, GENERAL SURGICAL (INCLUDING BREAST) GYNECOLOGICAL, OPHTHALMOLOGIC, PODIATRIC, AND UROLOGICAL PROCEDURES. LIMITED VASCULAR AND THORACIC SURGERY IS ALSO PERFORMED. PATIENTS ARE UNDER THE CARE OF OUR MEDICAL STAFF, HOSPITALISTS AND/OR GENERAL SURGEONS ALONG WITH NURSES WHO ARE TRAINED IN CARING FOR PATIENTS WITH COMPLEX MEDICAL NEEDS. THE NURSING CARE TEAM CONSISTS OF REGISTERED NURSES, SURGICAL TECHNICIANS AND QUALIFIED ANCILLARY PERSONNEL WORKING COLLABORATIVELY WITH SURGICAL AND ANESTHESIA PHYSICIANS. THE SCOPE OF NURSING PRACTICE IN THE PERIOPERATIVE AREA INCLUDES PREOPERATIVE ASSESSMENT AND PLANNING, INTRA-OPERATIVE INTERVENTION, POSTOPERATIVE ASSESSMENT AND INTERVENTION, DISCHARGE PLANNING AND DOCUMENTATION TO ENSURE HIGH QUALITY PATIENT CARE AND SAFETY. THE INPATIENT POPULATION THAT IS SERVED INCLUDES CHILDREN UNDER 15 YEARS OF AGE REQUIRING MINOR OUTPATIENT SURGERY AND ANY INDIVIDUALS WHO ARE 15 YEARS AND OLDER WHO REQUIRE MINOR OR MAJOR SURGICAL INTERVENTION. IN FISCAL 2012, BIDN HAD 2,146 INPATIENT DISCHARGES WITH 6,767 PATIENT DAYS, OVER 1,500 OBSERVATION PATIENTS AND PERFORMED 2,266 OUTPATIENT SURGERIES AND 386 INPATIENT SURGERIES. LINE 4C - EMERGENCY DEPARTMENT FORM 990, PART III AS PREVIOUSLY NOTED, BIDMC IS A NATIONALLY RECOGNIZED TERTIRARY CARE ACADEMIC MEDICAL CENTER AND TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL AND THE SOLE MEMBER OF BIDN. HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER (HMFP) IS THE INTEGRALLY RELATED DEDICATED PHYSICIAN PRACTICE OF BIDMC AND IS ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. HMFP PHYSICIANS, HARVARD MEDICAL SCHOOL FACULTY AND ATTENDING PHYSICIANS FROM THE BIDMC DEPARTMENT OF EMERGENCY MEDICINE, PROVIDE ROUND THE CLOCK PHYSICIAN PATIENT CARE COVERAGE AND MEDICAL DIRECTION OF THE BIDN EMERGENCY DEPARTMENT. THESE PHYSICIANS ARE ALL CERTIFIED OR BOARD-ELIGIBLE IN LEVEL 1 TRAUMA. DURING THE FISCAL YEAR COVERED BY THIS FILING, BIDN HAD 14,774 EMERGENCY DEPARTMENT VISITS. LINE 4D - OTHER PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III ANCILLARY SERVICES AND COMMUNITY SERVICE - IN ADDITION TO THE INPATIENT AND OUTPATIENT SERVICES DETAILED ABOVE, BIDN PROVIDES RADIOLOGIC PROCEDURES AS PART OF INPATIENT CARE AS WELL AS LABORATORY SERVICES FOR BOTH INPATIENTS AND OUTPATIENTS. DIAGNOSTIC FACILITIES INCLUDE COMPLETE 24-HOUR HISTOPATHOLOGY LABORATORY AND BLOOD BANKING SERVICES AS WELL AS DIAGNOSTIC IMAGING INCLUDING CT SCANNING, ULTRASOUND, ULTRASONIC CARDIOGRAPHY, BONE DENSITOMETRY, NUCLEAR MEDICINE, PLAIN FILM RADIOLOGY AND FLUOROSCOPY. BIDN IS ACCREDITED BY MASSACHUSETTS MEDICAL SOCIETY TO PROVIDE MEDICAL EDUCATION FOR PHYSICIANS. IT'S CRUCIAL FOR PRIMARY CARE PRACTITIONERS TO CONTINUOUSLY UPDATE THEIR KNOWLEDGE AND SKILLS IN THE AREA OF EVIDENCE BASED MEDICINE, SPECIFICALLY - CURRENT BEST PRACTICES, DIAGNOSTIC SKILLS, RISK FACTOR IDENTIFICATION AND CURRENT TREATMENT OPTIONS. BIDN ALSO OFFERS COMMUNITY SERVICE PROGRAMS, INCLUDING PREVENTIVE HEALTH SCREENINGS AND EDUCATIONAL LECTURES, CPR AND FIRST AID TRAINING, SMOKING CESSATION AND STRESS MANAGEMENT AND RELAXATION COURSES. FOR ADDITIONAL DETAIL, SEE SCHEDULE H. STATEMENT RELATED TO AUDITED FINANCIAL STATEMENTS PART IV, QUESTION 12 AND 12A THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF THE MEDICAL CENTER AND AFFILIATES FOR FISCAL YEAR ENDED SEPTEMBER 30, 2012. THESE STATEMENTS WERE PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDED THE ACCOUNTS OF THE MEDICAL CENTER AND ITS SUBSIDIARIES, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM, INC. (BIDN), MEDICAL CARE OF BOSTON MANAGEMENT CORPORATION, D/B/A AFFILIATED PHYSICIANS GROUP (APG), BETH ISRAEL DEACONESS HOSPITAL - MILTON, INC. (BID-MILTON) AND HARVARD MEDICAL FACULTY PHYSICIANS AT BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (HMFP), THE DEDICATED PHYSICIAN PRACTICE OF THE MEDICAL CENTER AND AN ENTITY INTEGRALLY RELATED TO HELPING THE MEDICAL CENTER ACCOMPLISH ITS CHARITABLE PURPOSES, AS WELL AS ALL ENTITIES FOR WHICH THESE ENTITIES SERVE AS MEMBER. PART IV, QUESTION 24B INVESTMENT OF TAX-EXEMPT BOND PROCEEDS BEYOND THE TEMPORARY PERIOD EXCEPTION PROCEEDS IN THE PROJECT FUND WERE UNEXPECTEDLY HELD BEYOND THE THREE-YEAR TEMPORARY PERIOD, BUT WERE YIELD RESTRICTED IN COMPLIANCE WITH FEDERAL TAX REQUIREMENTS. STATEMENT REGARDING PAYROLL PART V - QUESTION 2B BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC), THE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN), SERVES AS BIDN'S COMMON PAY AGENT. IN ACCORDANCE WITH INSTRUCTIONS TO THE 2011 FORM 990, BIDN IS REPORTING THE NUMBER OF FORMS W-2 ISSUED AS IF THEY HAD BEEN ISSUED DIRECTLY BY BIDN. CONTRIBUTIONS OF INTELLECTUAL PROPERTY PART V - QUESTION 7G BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 8899. CONTRIBUTIONS OF CARS, BOATS, AIRPLANES AND OTHER VEHICLES PART V - QUESTION 7H BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) DID NOT RECEIVE ANY CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES AND AS SUCH, WAS NOT REQUIRED TO FILE FORM 1098-C. DOCUMENT RETENTION AND DESTRUCTION POLICY PART VI SECTION B LINE 14 AS PREVIOUSLY NOTED, BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN). BIDN DOES NOT MAINTAIN ITS OWN WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY; HOWEVER, BIDMC HAS A WRITTEN RECORDS MANAGEMENT POLICY WHICH BIDN INFORMALLY USES FOR GUIDANCE. FORM 990, PART VI, SECTION A, LINE 2 PART VI SECTION A LINE 2 BUSINESS AND FAMILY RELATIONSHIPS THE FOLLOWING BIDN OFFICERS, DIRECTOR/TRUSTEES, AND KEY EMPLOYEES HAVE BUSINESS OR FAMILY RELATIONSHIPS: - MICHAEL LOMBARD AND GREG PETRINI - BUSINESS RELATIONSHIP AS 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 - 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). 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 ACCOMPLISH ITS 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 BOARDS OF DIRECTORS/TRUSTEES OR BY SERVING IN EMPLOYMENT RELATIONSHIP 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 6 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 BETH ISRAEL DEACONESS HOSPITAL, NEEDHAM, INC. (BIDN). FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO THE GOVERNING DOCUMENTS OF BIDN, THE MEDICAL CENTER AS SOLE MEMBER HAS THE RIGHT TO APPOINT TWO OF BIDN'S UP TO TWENTY-TWO (22) VOTING TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B ADDITIONALLY, PURSUANT TO THE BIDN BY-LAWS, THE MEDICAL CENTER HAS THE FOLLOWING RIGHTS: - TO APPROVE STRATEGIC AND FINANCIAL PLANS, WHICH SHALL BE CONSISTENT WITH THE STRATEGIC AND FINANCIAL PLANS AND PROGRAMS OF THE MEMBER. BIDN'S STRATEGIC AND FINANCIAL PLANS SHALL BE DEVELOPED IN COLLABORATION BY THE BIDN PRESIDENT AND CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVE STAFF OF THE MEMBER WITH CONSULTATION WITH THE BIDN BOARD OF TRUSTEES; - TO APPROVE ANY CAPITAL EXPENDITURE NOT REFLECTED IN THE APPROVED BIDN CAPITAL BUDGET; PROVIDED, HOWEVER, THAT THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF BIDN MAY APPROVE CAPITAL EXPENDITURES NOT REFLECTED IN AN APPROVED CAPITAL BUDGET TO THE EXTENT, IF ANY, APPROVED BY THE MEMBER PURSUANT TO A STANDING AUTHORIZATION REFLECTED IN A BOARD RESOLUTION ADOPTED BY THE MEDICAL CENTER; - TO APPROVE THE BORROWING OF, OR INCURRENCE OF DEBT IN, ANY AMOUNT OTHER THAN (A) FOR PURPOSES OF SECURING WORKING CAPITAL FROM A LENDER WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER AND PURSUANT TO THEN EXISTING LOAN DOCUMENTATION CONTAINING THE TERMS AND PROVISIONS RELATING TO SUCH BORROWING WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER, AND (B) DEBT INCURRED IN THE ORDINARY COURSE OF BUSINESS WHICH IS ANTICIPATED IN AND CONSISTENT WITH THE ANNUAL OPERATING BUDGET OR A CAPITAL BUDGET WHICH SHALL HAVE BEEN APPROVED BY THE MEMBER FOR THE YEAR IN WHICH INCURRED FOR BIDN OR ANY SUBSIDIARY; - TO SELECT AN INDEPENDENT AUDITOR TO EXAMINE THE FINANCIAL ACCOUNTS OF BIDN; - TO APPROVE ALL MANAGED CARE CONTRACTS, EXCLUSIVE CONTRACTS, AGREEMENTS WHICH OBLIGATE BIDN NOT TO COMPETE WITH ANY OTHER ENTITY OR TO LIMIT COMPETITION OR SIMILAR ARRANGEMENTS, CONTRACTS FOR MANAGEMENT SERVICES WITH POTENTIALLY SIGNIFICANT MULTI-YEAR BUDGETARY IMPACT, OR OTHER MULTI-YEAR SERVICE CONTRACTS WITH POTENTIALLY SIGNIFICANT MULTI-YEAR BUDGETARY IMPACT; - TO DIRECT BIDN TO ENTER INTO ANY SUCH CONTRACT AT THE DIRECTION OF THE MEMBER MADE IN ACCORDANCE WITH THE BY-LAWS OF THE MEMBER AS SUCH BY-LAWS MAY, AT THE TIME OF SUCH DIRECTION, PROVIDE. WITHOUT LIMITING THE FOREGOING, THE MEMBER IS AUTHORIZED AS BIDN'S NON-EXCLUSIVE AGENT AND ATTORNEY-IN-FACT FOR PURPOSES OF NEGOTIATING AND EXECUTING MANAGED CARE CONTRACTS. BIDN SHALL NOT EXECUTE ANY CONTRACT FOR CARE WITH A THIRD PARTY PAYOR OR EMPLOYER WITHOUT THE APPROVAL OF THE CHIEF EXECUTIVE OFFICER OF THE MEMBER; - TO APPROVE THE CREATION, ACQUISITION OR DISPOSAL OF ANY SUBSIDIARY OR AFFILIATED CORPORATION, OR THE ADDITION OR ELIMINATION OF ANY CLINICAL DEPARTMENT OR PROGRAM, OR THE ENTERING INTO OF ANY JOINT VENTURE OR OTHER PARTNERSHIP ARRANGEMENT BY BIDN. BIDN SHALL TAKE ANY SUCH ACTION AT THE DIRECTION OF THE MEMBER MADE IN ACCORDANCE WITH THE BY-LAWS OF THE MEMBER AS SUCH BY-LAWS MAY AT THE TIME OF SUCH DIRECTION PROVIDE; - TO APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF BIDN OR ANY SUBSIDIARY, OR THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF BIDN OR ANY SUBSIDIARY. BIDN SHALL TAKE ANY SUCH ACTION AT THE DIRECTION OF THE MEMBER MADE IN ACCORDANCE WITH THE BY-LAWS OF THE MEMBER AS SUCH BY-LAWS MAY AT THE TIME OF SUCH DIRECTION PROVIDE; - TO TAKE ACTION TO CAUSE ASSETS OF BIDN TO BE TRANSFERRED, OTHER THAN IN THE ORDINARY COURSE OF CONDUCT OF BIDN, TO THE MEMBER TO ADVANCE THE CHARITABLE PURPOSES OF THE MEMBER OR OF AN AFFILIATE OF THE MEMBER; AND, -OTHER POWERS AND RIGHTS AS VESTED BY LAW. IN ADDITION, CAREGROUP, INC. (CAREGROUP) IS AN ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1986 AS AMENDED AS WELL AS THE SOLE MEMBER AND A SUPPORT ORGANIZATION OF THE MEDICAL CENTER. - CAREGROUP HAS THE EXCLUSIVE POWER AND AUTHORITY TO INITIATE ANY BANKRUPTCY OR INSOLVENCY ACTION ON BEHALF OF BIDN OR ANY SUBSIDIARY OF BIDN. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER OF BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN), THE TAX DIRECTOR OF CAREGROUP, WHICH IS THE MEMBER OF THE MEDICAL CENTER AND DELOITTE TAX, LLP. THE COMPLETE FORM 990, INCLUDING ALL SCHEDULE AND ATTACHMENTS, IS PRESENTED TO THE BIDN AUDIT COMMITTEE FOR REVIEW AND DISCUSSION. A COPY OF THE COMPLETE RETURN IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES OF THE FILING ENTITY PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) HAS A WRITTEN, COMPREHENSIVE CONFLICT OF INTEREST POLICY. PURSUANT TO THAT POLICY, ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES OF BIDN ARE ASKED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST 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. CAREGROUP, INC. (CAREGROUP) IS AN ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, IS THE SOLE MEMBER OF BETH ISRAEL DEACONESS MEDICAL CENTER (BIDMC) AND A SUPPORT ORGANIZATION OF BIDN. BIDMC IS THE SOLE MEMBER OF BIDN. THE CAREGROUP DEPARTMENT OF INTERNAL AUDIT ADMINISTERS A CONFLICT OF INTEREST QUESTIONNAIRE PROCESS ANNUALLY ON BEHALF OF BIDN AND PROVIDES A SUMMARY OF POSITIVE RESPONSES TO BIDN'S MANAGEMENT FOR REVIEW AND DETERMINATION OF ANY POTENTIAL OR ACTUAL CONFLICT. ANY ACTIVITY THAT REQUIRES ACTION UNDER THE CONFLICT OF INTEREST POLICY IS SUBJECT TO ONGOING REVIEW BY BIDN. 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. IN ADDITION TO THE CONFLICT OF INTEREST PROCESS OUTLINED ABOVE, THE CAREGROUP TAX DEPARTMENT ISSUES AN ANNUAL TAX QUESTIONNAIRE TO ALL CURRENT AND FORMER MEMBERS OF THE BIDN BOARD OF TRUSTEES AS WELL AS CURRENT AND FORMER BIDN OFFICERS AND KEY EMPLOYEES. THE TAX QUESTIONNAIRE IS DESIGNED TO GATHER THE INFORMATION NECESSARY FOR BIDN 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. FORM 990, PART VI, SECTION B, LINE 15 BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) HAS A COMPENSATION COMMITTEE THAT IS COMPOSED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL MEMBERS ARE INDEPENDENT. THE BIDN COMPENSATION COMMITTEE ESTABLISHES THE POLICIES AND THE COMPENSATION STRUCTURE OF THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF NURSING OFFICER. BIDMC IS THE SOLE MEMBER OF BIDN AND THE BIDMC SENIOR VICE PRESIDENT SUPPORTS THE BIDN COMPENSATION COMMITTEE IN RETAINING COUNSEL TO PROVIDE COMPARABILITY DATA RELATED TO THIS PROCESS. THE BIDN 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. IN SETTING COMPENSATION, THE COMPENSATION COMMITTEE RELIED UPON WRITTEN COMPENSATION SURVEYS/STUDIES PRODUCED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM THAT REGULARLY ASSESSES EXECUTIVE COMPENSATION AND BENEFITS OF SIMILAR ORGANIZATIONS. THE 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 COMPENSATION CONSULTING FIRM. TO ENSURE INDEPENDENCE, NO BIDN STAFF THAT MIGHT PROVIDE ADMINISTRATIVE SUPPORT TO THIS COMMITTEE WAS PRESENT FOR THESE DISCUSSIONS. THE COMPENSATION COMMITTEE VOTED TO APPROVE THE COMPENSATION ARRANGEMENTS OF ALL INDIVIDUALS DESCRIBED ABOVE EXCEPT FOR THE CEO. THE COMPENSATION PACKAGE FOR THE CEO WAS SUBMITTED TO THE FULL BIDN BOARD OF TRUSTEES FOR APPROVAL. ALL DELIBERATIONS WERE CONTEMPORANEOUSLY DOCUMENTED IN MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AT THE FOLLOWING LOCATION: BETH ISRAEL DEACONESS HOSPITAL-NEEDHAM, INC. 464 HILLSIDE AVENUE NEEDHAM, MA 02494 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 100,230. TRANSFER FROM BIDMC 1,000,000. CAREGROUP INVESTMENT PARTNERSHIP INCOME -494. TOTAL TO FORM 990, PART XI, LINE 5: 1,099,736. FINANCIAL STATEMENTS AND COMMITTEE OVERSIGHT PART XI QUESTION 2B, 2C AND 2D AS PREVIOUSLY REPORTED IN THIS FILING, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) IS A PUBLIC CHARITY AND A COMMUNITY HOSPITAL, EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. ALSO 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 BIDN. THE FINANCIAL RECORDS OF BIDN ARE AUDITED EACH YEAR AS PART OF THE BIDMC CONSOLIDATED AUDITED FINANCIAL STATEMENT PROCESS, AND FOR THE PERIOD COVERED BY THIS FILING THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THESE FINANCIAL STATEMENTS. THIS PROCESS IS MONITORED AND REVIEWED INTERNALLY BY BOTH THE BIDMC AND BIDN AUDIT COMMITTEES. FINANCIAL STATEMENTS AND COMMITTEE OVERSIGHT PART XII QUESTION 2B, 2C AND 2D AS PREVIOUSLY REPORTED IN THIS FILING, BETH ISRAEL DEACONESS HOSPITAL - NEEDHAM (BIDN) IS A PUBLIC CHARITY AND A COMMUNITY HOSPITAL, EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. ALSO AS PREVIOUSLY NOTED, BETH ISRAEL DEACONESS MEDICAL CENTER, A TERTIARY CARE ACADEMIC MEDICAL CENTER, FLAGSHIP TEACHING HOSPITAL OF HARVARD MEDICAL SCHOOL, AND ENTITY EXEMPT FROM INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, IS THE SOLE MEMBER OF BIDN. THE FINANCIAL RECORDS OF BIDN ARE AUDITED EACH YEAR AS PART OF THE BIDMC CONSOLIDATED AUDITED FINANCIAL STATEMENT PROCESS, AND FOR THE PERIOD COVERED BY THIS FILING THE BOSTON, MA OFFICE OF KPMG ISSUED AN UNQUALIFIED OPINION ON THESE FINANCIAL STATEMENTS. THIS PROCESS IS MONITORED AND REVIEWED INTERNALLY BY BOTH THE BIDMC COMPLIANCE AUDIT AND RISK COMMITTEE AND THE BIDN AUDIT COMMITTEE. ASSOC PHYS HARVARD MED FAC PHY AT BIDMC 375 LONGWOOD AVE BOSTON MA 02215 320058309 TO PROVIDE EMERGENCY MEDICAL SERVICES MA 501(C)(3) LINE 11A, I HARVARD MED FAC PHYS AT BIDMC 0 BI ANAESTHESIA FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042997215 PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC 0 BI COMMUNITY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 042776678 INACTIVE CORPORATION MA 501(C)(3) LINE 7 N/A 0 BI DEACONESS DEPARTMENT OF MEDICINE FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043079630 PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC 0 BI DEACONESS DEPARTMENT OF NEONATOLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 208253452 PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC 0 BI DEACONESS DEPARTMENT OF NEUROLOGY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 043030397 PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC 0 BI DEACONESS DEPARTMENT OF ORTHOPAEDIC SURGERY FOUNDATION INC 330 BROOKLINE AVE BOSTON MA 02215 204974585 PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC 0 BI DEACONESS DEPARTMENT OF SURGERY FOUNDATION INC 110 FRANCIS STREET BOSTON MA 02215 020671240 PATIENT CARE, RESEARCH AND TEACHING MISSIONS OF BIDMC, HFMP AND HMS MA 501(C)(3) LINE 11A, I HMFP AT BIDMC 0 BI DEACONESS HOSPITAL - NEEDHAM INC 148 CHESTNUT ST NEEDHAM MA 02492 043229679 HOSPITAL FOR THE TREATMENT, CARE AND RELIEF OF SICK AND SUFFERING PERSONS. 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MA 501(C)(2) CAREGROUP INC 0 HARVARD MEDICAL COLLABORATIVE INC 25 SHATTUCK ST BOSTON MA 02115 043476764 COORDINATE AND PROVIDE STATEGIC PLANNING OPP FOR HMS MA 501(C)(3) LINE 11A, I N/A 0 HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC INC 375 LONGWOOD AVE BOSTON MA 02215 222768204 GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC AND OTHERS MA 501(C)(3) LINE 9 BETH ISRAEL DEACONESS MEDICAL CENTER INC 0 BETH ISRAEL DEACONESS HOSPITAL - MILTON INC 199 REEDSDALE RD MILTON MA 02186 042103604 PROVIDE CHARITABLE HEALTHCARE SERVICE TO THE COMMUNITY MA 501(C)(3) LINE 3 MILTON HOSPITAL FOUNDATION INC 0 MILTON HOSPITAL DEVELOPMENT FUND INC 199 REEDSDALE RD MILTON MA 02186 222567057 FUNDRAISING/DEVELOPMENT MA 501(C)(3) LINE 7 MILTON HOSPITAL FOUNDATION INC 0 COMMUNITY PHYSICIAN ASSOCIATES INC 199 REEDSDALE RD MILTON MA 02186 043243146 OUTPATIENT AND PRIMARY CARE SERVICES MA 501(C)(3) LINE 3 MILTON HOSPITAL FOUNDATION INC 0 MILTON HOSPITAL FOUNDATION INC 199 REEDSDALE RD MILTON MA 02186 222566792 PROMOTE HEALTHCARE MA 501(C)(3) LINE 11A, I BETH ISRAEL DEACONESS MEDICAL CENTER INC 0 SOUTHEASTERN MASSACHUSETTS REGIONAL HEALTHCARE INFORMATION ORG 92 HIGHLAND STREET MILTON MA 02186 562645920 INACTIVE MA BETH ISRAEL DEACONESS HOSPITAL - MILTON INC 0 ADVANCED VASCULAR CARE LLC 375 LONGWOOD AVE BOSTON MA 02215 261647880 TO PROVIDE MEDICAL SUPPORT SERVICES MA HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC RELATED 0 0 BETH ISRAEL DEACONESS PHYSICIAN ORG LLC 110 FRANCIS STREET BOSTON MA 02215 043426253 COORDINATED, SAFE AND COST EFFECTIVE PATIENT CARE AT BIDMC MA HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC RELATED 0 0 CAREGROUP CLINICAL RESEARCH LLC 109 BROOKLINE AVENUE BOSTON MA 02215 300228711 TO PARTICIPATE IN A CLINICAL RESEARCH PARTNERSHIP MA NONE RELATED 0 0 CAREGROUP INVESTMENT PARTNERSHIP LLP 109 BROOKLINE AVENUE BOSTON MA 02215 043278109 INVESTMENT PARTNERSHIP MA BETH ISRAEL DEACONESS MEDICAL CENTER EXCLUDED 6527 1101307 0 0 0.00150 CHARLTON MRI SERVICES LLC 330 BROOKLINE AVENUE BOSTON MA 02215 264662778 PROVISION OF PATIENT CARE SERVICES MA BIH RADIOLOGIC FOUNDATION INC RELATED 0 0 PHYSICIAN PROFESSIONAL SERVICES LLP 10 CABOT ROAD MEDFORD MA 02215 043275078 TO PROVIDE MEDICAL BILLING SERVICES MA SEE SUPPLEMENTAL EXPLANATIONS RELATED 0 0 BIDMCCGSMC JV INC 400 HUNNEWELL STREET NEEDHAM MA 02494 264426847 INACTIVE CORPORATION MA N/A C CHESTNUT HEALTHCARE ALLIANCE INC 148 CHESTNUT STREET NEEDHAM MA 02492 043265117 PHYSICIAN/HOSPITAL ORGANIZATION MA N/A C 1.00000 HORIZON VENTURES INC 199 REEDSDALE ROAD MILTON MA 02186 042853249 PHYSICIAN BILLING MA MILTON HOSPITAL FOUNDATION C MILTON PHYSICIAN-HOSPITAL ORGANIZATION INC 199 REEDSDALE ROAD MILTON MA 02186 043213042 PHYSICIAN/HOSPITAL ORGANIZATION MA BETH ISRAEL DEACONESS HOSPITAL - MILTON INC C ANESTHESIA FINANCIAL SOLUTIONS INC 330 BROOKLINE AVE BOSTON MA 02215 043571311 INACTIVE CORPORATION MA BI ANAESTHESIA FOUNDATION INC C 0 0 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1